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. Jose Bello

    Jose Bello

    Business Plans + Decks + Research + Consulting

    United States - Last active: 2 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, (EST) but available around the clock. 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
    535 hours
    4.87
  2. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 1 day 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
    4,134 hours
    4.94
  3. Luke Otterblad

    Luke Otterblad

    AWS and GCE Engineer. Python, Javascript and Elasticsearch Programmer

    United States - Last active: 1 month ago - Tests: 7 - Portfolio: 3

    Senior software developer specializing in improving the accessibility, intelligence, and flexibility of code. Experienced at working with startups. My areas of interest and expertise that you may require include AWS and GCE Engineering, front end and back end web development, Elasticsearch integrations, recommendation engines, natural language processing and data analysis. Currently continuing a nine year career in analysis and web development. I'm highly self-motivated and seek challenging projects that match my expertise (http://github.com/lotterblad). Jobs I do: - Design and get systems up and running in the cloud - improve search and search user interfaces - integrate visualization and analysis pipelines - Make applications more intelligent by using things like recommendation and spam classifiers - Program front end UI designs and fix bugs related to cross browser compatibility - build out platforms communicating using API's Tools I use: - Amazon Web Services (EC2, S3, Elastic MapReduce) for development and deployment - Google Cloud (BigQuery, App Engine, GCE) - Elasticsearch Server for storage and query, Kibana and logstash for log management - Website and app development, Web Development, machine learning and natural language processing with Python and Java. - Web development with Node, Express, and Angular as well as other Javascript libraries like D3.js, jQuery, and three.js - Time series analysis, statistics and visualization with the R programming language - Database Development: Google Datastore and MongoDB (document database), MySQL and Postgres (relational), redis (key-value) and memcache - Twitter Bootstrap, or Responsive Design with jQuery, CSS, HTML for mobile responsive landing pages as well as general purpose web pages. - Integrations using Mule ESB Samples of open-source code available: http://github.com/lotterblad

    $90.00 /hr
    2,189 hours
    5.00
  4. Tamma Ford

    Tamma Ford

    Business Consulting. Business Writing. Language for Business.

    United States - Last active: 1 day 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.

    $27.50 /hr
    124 hours
    4.97
  5. Mike Ingenthron

    Mike Ingenthron

    Finance Director

    United States - Last active: 16 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
  6. Peter Hansen

    Peter Hansen

    Management Consultant

    Malta - Last active: 5 days ago - Tests: 1 - Portfolio: 1

    Based in London (UK) and Malta. 20 years of executive management experience and 10 years as senior management consultant, specialising in evaluation of business performance, business plans, financial modelling, market research and strategies to enter new markets. Experience in global launch strategies and routes to markets. Preparation of business plans and investor proposals for start-ups to attract angel/crowd funding or finance. Substantial experience in tenders, RFP and Grant prep and submission. Substantial experience in franchising. Company set-up and international company structures. More than 20 years of top-management experience. World-wide experience with different industries, services and markets including product launches, Grants,Tenders and RFP

    $130.00 /hr
    3 hours
    4.91
  7. Ilyas M.

    Ilyas M. Agency Contractor

    CPA | CMA | Financial Analyst | Tax Consultant | Business Consultant

    Pakistan - Last active: 1 day ago - Tests: 14 - Portfolio: 20

    ***!!! Want Complete Business Solutions !!!*** !!! Believe Me... You have come to the right place !!! I am Excel Financial Modeler Specialist who works efficiently and effectively and to render services to clients in all business solutions. I possess specialized skills in the fields of: 1- Private Equity Research, Investor Ready / Startup / Operational Business Plans, Sales and Marketing Strategy, SEO / SMM / SMO Strategy Plan 2- Business Valuations and Feasibility Studies including investment appraisals 3- Financial Modelling, Financial Analysis and Financial Reporting 4- Tax Consultancy, Return Filing and Refund Processing 5- Fraud Examinations / Forensic Audits, Internal Audits, Statutory Audits, IT Audits 6- World Class Project Management VBA Excel Dashboards Designer 7- Financial Statements, Financial Projections / Forecasting, Ratios Analysis, Key Performance Indicators 8- Financial Reporting and Accounting Advisory (IFRS & GAAP) 9- Book-keeping (using QuickBooks, Saasu, Sage, Simply Accounting, Xero, MYOB, Wave, Peachtree and other accounting softwares) 10- Advance Complex Excel Modelling Assignments !!! Just click "Invite me / hire me" at the top of the page !!! ***!!! And send me your Skype ID to discuss further !!!***

    Associated with: IMnS Business Solutions, IMnS Associates, Inc.

    $66.67 /hr
    478 hours
    4.90
  8. Md. Rashiduzzaman, CFA, FRM

    Md. Rashiduzzaman, CFA, FRM Agency Contractor

    Investment Banking Analyst, CFA Charterholder

    Bangladesh - Last active: 6 days ago - Tests: 6 - Portfolio: 1

    I am an investment banker working at a leading investment bank of Bangladesh. I am very much passionate about Finance. Being a Finance graduate, CFA (Chartered Financial Analyst) Charterholder, and Certified FRM (Financial Risk Manager), I am very much interested about financial analysis, financial modeling, research, risk management, investment and other related jobs.

    Associated with: Financial Solutions

    $45.00 /hr
    62 hours
    4.94
  9. Sohail I.

    Sohail I. Agency Contractor

    |Chartered Certified Accountant|CPA|Business Consultant|Excel Expert|

    Pakistan - Last active: 4 days ago - Tests: 10 - Portfolio: 6

    I am ACCA and CPA Member having more than 5 years of Experience that enables me to work effectively and efficiently. I am available to render my professional services to clients specifically in the fields of: 1- Investor Ready / Startup / Operational Business Plans, Sales and Marketing Strategy 2- Business Valuations and Feasibility Studies including investment appraisals 3- Financial Modelling, Financial Analysis and Financial Reporting 4- Fraud Examinations / Forensic Audits, Internal Audits, Statutory Audits, IT Audits 5- World Class Financial Excel Dashboards Designer 6- Financial Statements, Financial Projections / Forecasting, Ratios Analysis, Key Performance Indicators 7- Financial Reporting and Accounting Advisory (IFRS & GAAP) 8- Book-keeping (using Quick books, Xero, Peachtree and other accounting softwares) 9- Advance Complex Excel Modelling Assignments somoo89.branded.me

    Associated with: IMnS Business Solutions, IMnS Associates, Inc.

    $27.78 /hr
    93 hours
    4.90
  10. 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