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Financial modeling Upwork freelancers typically receive a client rating of 4.74.

Last updated: September 1, 2015
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  1. Chino Lee

    Chino Lee

    Financial Analyst, Licensed C.P.A. (currently active USCPA / AICPA)

    United States - Tests: 1

    I (Andrew Lee) want to apply as a finance-accounting major with above average quant skills. • CPA Member (License currently Active) • Leading Loan Officer for Commercial Line and Mortgage at a Major Bank • Having a great store of financial, analytical knowledge (USCPA, Cor. Finance Major) and various experiences (Loan Officer, controller, Naval Officer etc.) • Controller and director of Campus Enterprise • Through a detailed industrial analysis Lending Rate for Commercial Loan increased up to 22% for the year of 2013 *Bird’s-eye view as a finance-accounting major. *Strong analytical, accounting and problem-solving skills through six year experience as a controller and accounting assistance. *Practical knowledge of A/R, A/P, Payroll, Collection etc. *Ability to budget and forecast for the right decision. *Proficiency in MS Word, Excel, Power Point, and Quick Book(very good at all functions)

    $28.89 /hr
    75 hours
  2. R K Singhai And Co

    Investment Analyst


    Fellow Chartered Accountant with over 10 years of experience in Equity/ Investment Research, project finance/ funding, financial analysis and planning. Services provided includes customized financial modeling, equity/ investment research, analysis, project funding, M&A analysis, report writing, stock ideas and financial planning. Clientele include investment banks, asset managers, fund houses, brokerage houses, to UHNI, HNI and any one looking for quality investment research and analysis in a cost effective and timely manner. My customized, trusted quality and cost effective research and analytic support services helps clients to increase their bandwidth and flexibility to screen more investment ideas; thus leveraging their own investment research and analytic process.

    $33.33 /hr
    3,153 hours
  3. Oleg P.

    Oleg P.

    Financial Professional/Analyst

    Ukraine - Tests: 3 - Portfolio: 2

    Experienced in cash-flow modeling, finance and corporate structuring advice and any finance-related work stream management or analysis, in other words: a completely versatile finance professional. Previously I have spent a fruitful 4,5 years in real estate finance for a emerging market retail developer. When hiring me, you can be sure that you are hiring a person who: *Is experienced in preparing budgets, project models, working capital models, investment case presenations and teasers *Has conducted equity raising project management of the issuer side finance-related workflow on an London Stock Exchange AIM IPO *Has experience with investor relations presentations and exchange compliance filings, plus have good knowledge of corporate governance standards *Has constructed and put into practice corporate and financial stream structures with different offshore and tax efficient jurisdictions *Has comprehensive knowledge of accounting and financial statement analysis, familiar with IFRS audit and audit procedures *Has full command of real estate valuation methods and valuation of small and closely-held companies. Plus has experience of investment advisory with HNWI. MSc Real Estate 2010 (Cass Business School, London). CFA Level 1 passed in Dec 2014. IELTS 8.5 (Academic) IELTS 8 (General) Languages, fully fluent: English, Russian, Ukrainian. Some Polish. Looking to provide my services in similar fields, but also really interested in IT-related fields of finance such as new online ventures and technology start-ups (familiar with the subject). Highly motivated to build my reputation on this platform.

    $12.00 /hr
    14 hours
  4. Mona liza A.

    Mona liza A.

    VA, Data Entry, Email, Web Research, Banker, Ebay, Amazon, Etsy, CPA

    Philippines - Tests: 5

    A CPA and an all-around Virtual Assistant. I can do any data entry tasks. Skills set include web research, generation of email leads and e-commerce listing. Platforms I tackle are Amazon, Ebay, Etsy and Shopify. I've used Inkfrog and JoeLister apps aside from listing manually. I had 3 years banking experience as an Account Officer. Marketing, credit processing, account administration and client servicing were my regular day-to-day job. I extensively assessed applicant's credit-worthiness and wrote loan proposals. Very good English skills. Loves to read and write. Quite creative and has a passion for the arts. Highly analytic specially on financial matters. Has solid knowledge of MS Office applications. Financial software used were Oracle and the bank's credit information builder, but can learn fast and use other accounting software. Definitely looking forward to happily work with you!

    $5.56 /hr
    486 hours
  5. Alicia T.

    Alicia T.

    Business Plans, Financial Proj, Writing, User Testing, Web Design

    United States - Tests: 5 - Portfolio: 2

    I am an experienced professional with a degree from MIT and an MBA from a top 5 business school. I am a native English speaker, and am currently available for contract work while running my own business. I have spent the last five years specializing in consulting services for launching startups, business writing, and basic website design/implementation. I have worked with businesses in many industries, and have experience in digital marketing (Adwords, FB, Twitter, etc), business grant proposals, executive summaries, excel based financial projection models, powerpoint/keynote presentations, etc. I am also a front-end programmer with basic ruby on rails knowledge, and can build you a website from scratch or using Wordpress. Pretty much one-stop shop for setting something up! Feel free to contact me for your projects.

    $70.00 /hr
    3 hours
  6. Ruchi Gupta

    Ruchi Gupta

    Financial Analyst

    India - Tests: 2 - Portfolio: 1

    I am a highly experienced financial analyst and am currently as a senior research analyst with BusinessDay Research and Intelligence Unit (BRIU). In my current role, I am in charge of writing in-depth research reports on Nigerian companies, both listed and unlisted. I also do sector and industry analysis. Some of my recent reports including; The Nigerian Banking Industry Report 2013, The Nigerian Cement Industry Report 2013, The Nigerian Oil Palm Industry among others. Before joining BRIU, I worked as an Assistant Manager at Genpact India. In that role, I provided analysis support for credit risk assessment of existing and potential clients of GE.I was also involved in financial analysis; risk profiling, ratio analysis, business overview and business forecast and projections covering both company specific analysis and industry. I was also a senior research analyst with YL eServices Pvt Ltd, Bengalore, India, where I designed financial models and company valuations. I also had stints with Zacks Research Pvt, Ltd, Kolkata, and ABN AMRO Bank. I hold a first degree in Accountancy and Post Graduate Diploma in Business Administration (First Class) from the International School and Business and Media in India. I am proficient in delivering colorful and in-depth presentations on financial and economic issues with clarity and even a sense of humor to diverse audience. I am also proficient in financial databases like ThomsonOne, CapitalIQ, Factiva, Bloomberg and Datastream

    $22.22 /hr
    3 hours

    DEVINDER TIWANA Agency Contractor

    Quickbooks Customize expert.

    India - Tests: 4 - Portfolio: 3

    Over the last 5 years, I have provided services in National and International Accounting using Microsoft Office, Quick Books, and Tally ERP 9 Accounting software for companies and small businesses. My core competency lies in complete end management of an error less completion of project, and I am seeking opportunities to work more in this area from the ground up for you or your business. I also have specialized experience in the following areas: 1. Scrutiny of Balance Sheet and Profit & Loss accounts. 2. Variance Analysis of Profit & Loss Account. 3. Handling day-to-day accounts and finance functions. 4. Planning and providing funds to meet day to day expenses payment. 5. General Ledger scrutiny and verification of purchase invoices with purchase orders/Indents and reconciliation of suppliers’ accounts and debtors accounts. 6. Preparation of payroll report. 7. Finalization of ledger balance by controlling transaction of creditors & debtors.

    Associated with: jagbir singh kang

    $5.56 /hr
    29 hours
  8. Kishan Jansari

    Kishan Jansari

    Expert writing and financial skills

    United Kingdom

    Career: Currently a Corporate Strategy Manager for one of the largest pension funds in the UK. Previous experience working in the strategy department of the biggest energy supplier in the UK and as a management consultant for one of the Big 4. Education: Achieved a 2.1 Master's in Physics degree from Warwick University. Skills: My career path so far, coupled with my educational achievements, have given me expert writing and financial skills through: Writing strategy reports Building financial models Analysis company cost structures Assessing new product opportunities I will be able to leverage these skills across a variety of jobs and looking forward to helping you fulfill your needs!

    $11.11 /hr
    3 hours
  9. Andrew S.

    Andrew S.

    Financial Economist/Analyst

    United States - Tests: 7 - Portfolio: 4

    Financial economist/analyst with knowledge and skills in forecasting, valuation, risk management, accounting, statistics, data mining, and investment management; experience working with statistical and financial software such as Microsoft Excel, SAS, R, and MATLAB. I also have experience designing test items for the GMAT, GRE, SAT, and ACT. Further, I have knowledge of the MBA application process. I have earned a Master of Science (M.S.) in Economics, concentrating in Financial Economics. I previously earned a Bachelor of Science (B.S.), double majoring in Biology and Psychology while minoring in history. I hold the Series 7 (General Securities Representative) and Series 66 (Uniform Securities Agent & Investment Adviser) licenses. I have experience in investment research, financial analysis, forecasting, valuation, and modeling. I have designed financial models using Excel and created presentations with PowerPoint. I have used Excel, SAS, R, and MATLAB for statistical, regression, and other analyses. My passion lies in investment management and research. I have skills and knowledge in investment theory and strategies such as special situations, arbitrage, and value investing. I am familiar with hedge funds and other investment vehicles. I am skilled in DCF, NPV, IRR, Variance, VaR, Comps, and other financial methods and techniques.

    $33.33 /hr
    6 hours