Financial modeling Professionals & Consultants

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Financial modeling Job Cost Overview

Typical total cost of Upwork Financial modeling projects based on completed and fixed-price jobs.

Upwork Financial modeling Jobs Completed Quarterly

On average, 94 Financial modeling projects are completed every quarter on Upwork.

94

Time to Complete Upwork Financial modeling Jobs

Time needed to complete a Financial modeling project on Upwork.

Average Financial modeling Freelancer Feedback Score

Financial modeling Upwork freelancers typically receive a client rating of 4.78.

4.78
Last updated: May 1, 2015
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  1. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 2 days ago - Tests: 1

    I am a financial consultant who specialises in helping clients: 1. Engineer Financial Solutions to promote their financial aims; 2. Develop Strategies to obtain Debt or Equity Financing; 3. Create Strategic or Business Plans; and 4. Manage their investments whether by providing direct insights on Capital Markets or developing portfolios. I developed all of these skills through my 17 years of high-level experience in Capital Markets, Derivatives, Investment Banking, Private Equity and Treasury. Over this period, I have worked on multiple debt- and capital-raising projects, valued in the billions of dollars, with a superlative degree of success. I combine my vast experience with outside-the-box thinking, a high attention to detail, awareness of current business issues and a passion for excellence to any work I undertake. In many cases, I have been able to turn-around situations that people thought were difficult or impossible to the advantage of my clients/employers.

    $72.22 /hr
    4,147 hours
    4.94
  2. Tamma Ford

    Tamma Ford

    Business Consulting. Business Writing. Language for Business.

    United States - Last active: 2 days ago - Tests: 16

    Business Consultant: Consulting for new or growing businesses. Strategies and guidance for starting up your company, for seizing expansion or funding opportunities and for adapting to change. Presenting ways of looking at your company that help you make both the easy and the hard changes: your product/service lines, revenue streams and pricing structures, staff issues, processes and procedures, vendor suitability, potential new markets, sales & marketing approaches, and more. Business Plans: I have researched and produced hundreds of short and long business plans hand-in-hand with the entrepreneurs or managers, resulting in funding and/or whatever the plan was meant to achieve. Full-length plans have included the business presentation in Word and Powerpoint formats, a presentation of Financial Projections and start-up costs in an Excel format. Business Writer: I have direct, multi-industry business-world experience and bring that knowledge to my writing for you. Well-organized, clear thinker able to translate the clarity to paper for you. I can provide great clarity for your readers in the many ways your business communicates - sales and brochure copy, email blast messages, business letters, descriptive copy for all kinds of products or services. Notably: Resumes, Cover Letters: Professional resume building, hand-in-hand with you. Functional and chronological, and some "free-form" upon request! Editing and proofing of these so that the English is correct, coherent and clear for your target readers. Compelling cover letters complete your resume. Fiction and non-fiction work: I can assist with all phases of E-book writing and/or e-book ghost-writing within my knowledge base - from helping outline and plan the book, to writing it from scratch for your review, to providing all types of editing of any book already completed or started by you. French to English: I am proficient in written and spoken French. I can translate most business and general topics from French to English with ease for you. I am able to compare, edit and proof any such translation you wish to have double-checked. Published Author: I have written numerous e-books and articles for myself and clients. Please view some samples via my Expert Author Profile on http://ezinearticles.com/?expert=Tamma_Ford as well! Language for Business: I have been an ESL - English as a Foreign Language - trainer for adults in the business world for 30 years.

    $35.00 /hr
    128 hours
    4.89
  3. Karol aka charles-chaim S.

    Karol aka charles-chaim S.

    Freelance writer and consultant

    Poland - Last active: 1 day ago - Tests: 26 - Portfolio: 1

    I am not into all the pissing contests (eg.: Yes my dear Sir, hire me because I am the best). Preferring to focus on issues, not on hustling. I don't care about your background (eg.: We are 5 star oDesk provider) - in exchange asking not to be cross examined. Especially if you ask me to spill any details about previous projects. Why? Imagine that your employee gives you FABULOUS overview of his previous projects. You hire him, he does his job. Later he tells about the job he performed for you anytime someone asks him. Do you like it? Some of people here are real professionals - please, spare us from generic questions (why have you applied to this job - top of the tops) unless you like generic or cheeky answers. For dessert: In the market economy the worker sells his services as other people sell their commodities. The employer is not the employees lord. He is simply the buyer of services which he must purchase at their market price. Ludwig von Mises

    $33.33 /hr
    0 hours
    4.94
  4. Mike Ingenthron

    Mike Ingenthron

    Finance Director

    United States - Last active: 9 days ago - Tests: 10

    I have 15+ years experience as a controller and finance director, for both for-profit and not-for-profit companies. I specialize in financial reporting and analysis, budgeting, forecasting/trends and financial modeling. I'm very proficient in Excel including using of pivot tables and macros and have worked with several different accounting packages (Peoplesoft, Deltek, Peachtree, Quickbooks). I have a degree in Accounting from the Wharton School at the University of Pennsylvania. I can provide you with accurate, extremely efficient financial solutions and reports.

    $25.00 /hr
    0 hours
    5.00
  5. Md. Rashiduzzaman, CFA, FRM

    Md. Rashiduzzaman, CFA, FRM Agency Contractor

    Investment Banker

    Bangladesh - Last active: 1 day ago - Tests: 6 - Portfolio: 12

    I am an investment banking analyst working at a leading investment bank of Bangladesh. I am also a CFA (Chartered Financial Analyst), and FRM (Financial Risk Manager) Charterholder. With more than four years of working knowledge in the investment banking industry, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most. Being a finance graduate, I am very much passionate about Finance and would love to help you with financial analysis, financial modeling, research, risk management, investment, due diligence, preparation of information memorandum and other related jobs.

    Associated with: Financial Solutions

    $45.00 /hr
    69 hours
    4.96
  6. Olusegun Adams

    Olusegun Adams

    Strategist, Financial Adviser, Investment Analyst, and Copywriter

    Nigeria - Last active: 08/29/2014 - Tests: 3 - Portfolio: 3

    My aspiration is to become the fountain of knowledge and expertise from where those around me either in business or personal can draw from. I desire to contribute my own little quota towards making this world a better place. My core competence developed from over 17 years in the Nigerian financial system in the areas of Strategy, Corporate Finance, Asset Management, Financial Analysis, and Performance Management, copywriting has adequately prepared me for this challenge. I am quite comfortable with presentation to large crowd, graced with time tested skills in financial modeling and the use of software packages such as Microsoft excel, Microsoft Power Point and Microsoft Word all combining together to make my aspiration an easy reach with proper determination and focus. I have published a couple of articles in Financial Nigeria, one of the foremost financial magazine in Nigeria. I am an Associate Chartered Accountant with a Masters in Business Administration and have attended trainings at different times in the USA, France, London and Luxembourg.

    $111.11 /hr
    0 hours
    5.00
  7. Pasqualino Ferrentino

    Pasqualino Ferrentino

    Machine learning, pattern recognition, image analysis, sys developer

    Italy - Last active: 1 day ago - Tests: 17 - Portfolio: 1

    I am a computer scientist whose main skills are in the field of data analysis, pattern recognition, statistical software, machine learning and large scale system design and integration. I have developed systems using Neural Networks, Markov chains, Support Vector Machines in various applications: OCR, image processing, data analysis, text indexing and retrieval. I am also proficient in 3D image visualization using common off the shelf libraries and methodologies, either low or high level, like OpenGL, DirectX, VTK, Java3D. I understand and use common ray tracing programs. I understand image processing topics like segmentation, thresholding, classification. I have worked in the past in a 3d Face recognition European project. I know the OpenCV library quite well. In the field of "general programming" I have a good understanding of Databases, multi threaded applications, sockets, pipes, encryption (symmetric and asymmetric), compiler design, operating systems, low level data structure in memory and on disk, data integrity. I consider myself an expert in data structures and algorithms: trees, queues, lists, b-trees, hash tables; I use standard libraries like STL, Boost, Java generics. I have a good knowledge of SQL and data normalization however I have also used custom No-SQL databases like Datadraw, MapDB, Tokyo Cabinet, Zope. I know all the basic algorithms and templates used in every day coding; regarding data integrity and security. Compression (lossy and lossless), symmetric and asymmetric encryption, public certificates, I have worked with OpenSSL programming, encrypted web services, packet sniffers. I am proficient in all the common every day languages with an emphasis on C++ and Perl. But I can use: Java, Python, Visual Basic, C#, PLSQL, Delphi. I know all the Object Oriented Programming concepts and design patterns and I use them if the need arises, but I am also able to write object-free programs in C or functional languages (like Haskell or Scheme). I know modern version control systems like git and mercurial, even if I can use also older ones like Subversion or CVS. I know Windows programming and API quite well. I have used WPF and WCF to create desktop applications in Windows and web services. I have used Linux and Gui toolkits like Qt which are platform independent. I know XML, XSL, I have used several parsers like the MsXML or Xpath. I know how to validate a XML with a schema. I have worked with a team that handled thousands of XML documents relating to air crashes in a SQL server database. I am able to talk and write in English with fluency. If anything is not listed here either I have forgotten to list it or I can probably learn it quite fast, so don't hesitate in asking!

    $24.41 /hr
    6,671 hours
    4.97
  8. Righer C.

    Righer C.

    Project manager Cetified PMP, Financial advisor, Team Lead

    Spain - Last active: 1 day ago - Tests: 11

    Highlights: Project Management Professional- Certified PMP: - Planning, managing and controlling multiple and complex projects Financial expertise: - Equity and fixed income analysis - Montecarlo Simulations for derivatives pricing (risk) - Capital budgeting (cost estimates) / Business Plans Team Lead Ability to organize and schedule people and tasks effectively, autonomy and teamwork. Languages: French, English, Spanish, Catalan, Russian

    $30.00 /hr
    5,282 hours
    5.00
  9. Jose Bello

    Jose Bello

    Business Consulting

    United States - Last active: 3 days ago - Tests: 1 - Portfolio: 11

    I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full pitch decks or online presentations. Among my past clients I have financial institutions, food distribution companies, entertainment start-ups, media websites and green energy companies, plus many nonprofit organizations. My best clients are the ones with new and disruptive ideas. In my process I ask many questions, do a lot of research, propose new ideas, explore diverse channel of distribution, provide a lot of graphics, create models using a canvas business model system, run numbers and create financial projections. At the end, I do everything I can to create useful and powerful documents for my clients. "OFF-LINE" I have my own business consulting firm working from New York City - www.glaction.com. I have an MPA from Cornell University (USA) and I speak English and Spanish. ----- MY PHILOSOPHY on writing business plan is simple: every business plan is unique and every client deserves a professional and timely service. I do not over promise, I do what I said I will do. Simple. Some business and marketing plans are designed to get a loan from a bank, others to get potential investors excited about a project. Most of the time is a tool to raise money, but all the time should be an instrument to guide your future. In my work I get inspiration from big angel and venture capitalist firms, such as the giant investor Sequoia Capital; that has invested in companies like Apple, Google, YouTube, PayPal, Instagram, Yahoo!, Atari, Kayak, Zappos, and LinkedIn. I always suggest my potential clients to read what they are asking from people that want to get funds from them: www.sequoiacap.com/ideas They are not asking for a 100-page business plan. They believe that the best founders are clear thinkers. ----- MY PROCESS is also simple. I start with your ideas and your initial data and work until you are completely satisfied. I want to invite you to see my process of writing business plans here: http://goo.gl/ugB0l1 Before you hire me I give you a very clear plan of what I will do for you, step by step, with a feasible timetable. Again, I do not over-promise, I do what I said I will do. By hours, this is a breakdown of my typical development process: 1) Business Consulting (2-6 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 3 to 5 years of Sales, Profit & Loss, Cash Flow and Balance Sheet forecasts. 4) Writing (8 to 16 hours) - following the format of California VC firm Sequoia Capital and adding charts, maps, graphics, etc., to clarify your business pitch. My tools are 1)Internet for research, 2) Skype for communication, 3) ASANA to organize my work, 4) Excel to plot all financial projections, 5) PowerPoint to design pitch decks, and 6) a few RedBulls to work overnight and on time. Everything will start with a Skype chat and we go from there. ----- TERMS I work around your budget. I know that startups are not cash cows. Because every plan is unique, I like to discuss final payment terms during the interview process. My original bid is a guide for the client, and is based, usually, on a week of work (about 40 hours). Depending on the nature, format and stage of your business project, my work could take about a week and in some cases several weeks. My hourly rate is $80, and usually will take me 20 to 40 hours of work to develop a comprehensive plan. If you hire me as a fixed rate contract, I operate on a 3-payment basis. The first 20% is due at project start, a second payment of 40% at an agreed upon middle milestone, and the final 40% upon completion of the project. ------- SAMPLES Looking for samples of my work? Here is a list of some of my past projects: IT service start-up in Germany, data center in Uganda, online food service platform in Brazil, crowdfunding site in California, niche social network in the UK, nonprofit in Mozambique, real estate fund in Taiwan, TV production company in Los Angeles, agro-business in Nigeria, entertainment company in Holland, publishing service in Spain, beverage company in the UK, entrepreneurial education center in Dubai, pharmaceutical start up in Lebanon, electric company in Saudi Arabia, and several iOS native app start-up in Australia, Ukraine, Puerto Rico and USA. Sample Business plan - http://goo.gl/4AUmUy Sample Pitch Deck - http://goo.gl/YcIMWa If you request a connection via Linkedin you can see past clients’ recommendations here: www.linkedin.com/in/josebello ----- FINAL NOTE: If you do not hire me, let me wish you good luck in your future business. Keep it up and dream big. Jose

    $80.00 /hr
    523 hours
    4.87
  10. Renuka M.

    Renuka M.

    Financial professional with Xero experience

    India - Last active: 2 days ago - Tests: 4

    Aspiring CFO with 4 + years of experience in Investment banking & Insurance domain in IT enabled services industry specializing in derivative products (Fixed income, money market currencies and commodities) & Anti-Money laundering. Excellent academic credentials and work experience in UK coupled with client and team handling exposure. Have worked with reputed organisations like Fidelity Investments, Cambridge solutions, Wipro for UBS Bank.

    $16.67 /hr
    321 hours
    4.78