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.


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.

Last updated: May 1, 2015
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  1. Timothy I.

    Timothy I.

    Intrinsic Valuation Specialist

    United States - Last active: 1 month ago - Tests: 2 - Portfolio: 1

    Independent equity analyst and valuation consultant specializing in practical application of valuation techniques. In the past several years, I have acted as a consultant to portfolio managers, analysts, and high net worth investors in a variety of capacities including public company valuation, M&A valuation, private firm valuation, and proxy contests. Contact me directly to inquire about availability for freelance, contract work, or exclusive hire.

    $60.00 /hr
    0 hours
  2. Meg Chatham

    Meg Chatham

    Your wordsmith, editor, business consultant, analyst, rescuer...

    United States - Last active: 12/13/2014 - Tests: 5 - Portfolio: 2

    Competency is my goal, perfectionism is my nature, and experimentation is my freedom. From my entrepreneurial spirit and my education at Cornell University's School of Hotel Administration, I have gained a thorough understanding of business, hospitality, and restaurant management, design, and operations. I'm especially proficient in communications, presentations, financial modeling, written research and reporting, menu design and development, customer relations and retention, business plan generation, and administrative support. My continuous progression relies upon balancing my logical and analytical expertise with my creativity. Wordsmithing is my most developed creative skill. I'm passionate for written word and its influence on society; therefore, if I deem a message worthy of expression, I aim to articulate it well. No one is without flaw or immune to mistakes, but in everything I do, I strive to contribute my best. Hire me and feel confident that all of your freelancing needs will exceed your expectations.

    $28.00 /hr
    0 hours
  3. Stephen C.

    Stephen C.

    Expert Financial Modeler with Wall Street Experience

    United States - Last active: 4 months ago - Tests: 3 - Portfolio: 3

    I have used my expertise in Microsoft Excel to develop financial models of public and private companies for use by investors and executive management teams. I am also an expert in Capital IQ, FactSet, Bloomberg and similar financial data programs. I have working experience with VBA (which I use to automate my models), MS Access and Oracle database software. A few examples of my financial modeling work include: 1) a budget forecast model that was relied upon an an oil refining company for several years; 2) a cash burn rate analysis for stakeholders in a major iconic food manufacturing company; 3) the development of a strategy and budget model to forecast the ROI of an online marketing strategy of an eCommerce start-up; 4) the creation of a budget forecast for use in a pitch by a small music store in New York City seeking capital for expansion -- among many other projects. I am a financial analyst with equity research and private equity experience. As an equities analyst on the sell side I covered the steel and telecom services industries; as a buy side analyst I worked as a generalist, recommending successful stock ideas to portfolio managers in nearly every industry. Recently, I have started working with start-ups and more established companies, developing budget forecast models, market research and associated business strategies. In my work with stock picking and budget forecasting, I emphasize a focus on ROIC -- return on invested capital. As a stock analyst I tend to favor ideas that demonstrate growth-at-a-reasonable price. A model portfolio and examples of my deeper research are available at the link below. I continue to run an LLC engaged in equity research, market research, portfolio management and financial modeling services. My work included detailed scenario analysis of internally-used budget forecasts and cash burn rates for key stakeholders in large, privately held companies. Some examples of my past work:

    $199.00 /hr
    0 hours
  4. Faiz Marhami

    Faiz Marhami

    Corporate and Investment Strategy Professional

    United States - Last active: 10/19/2013 - Tests: 1

    Corporate and investment strategist primarily covering natural resources, infrastructure and start up ventures with in-depth interest in frontier markets, emerging markets and conflict zones. Actively monitor and produce thematic research and analyses on developments in investment activity, organisational strategy and change, reconstruction and development and complex capital budgeting projects. Previous experience includes managing suite model alternative investment portfolios, chairing an investment committee with oversight of risk management and alpha overlay strategies, natural resources (frontier & emerging market) investment banking advisory services covering all aspects of the deal continuum and leading cross organisational growth and change initiatives.

    $111.11 /hr
    0 hours
  5. Michael Tourville

    Michael Tourville

    Business Operations and Financial Analyst

    United States - Last active: 09/08/2013 - Tests: 2

    My goal is to build value for clients, plain and simple. I am a finance and accounting professional with banking, medical, business operations, regulatory, and strategic analysis experience. I use modern, efficient data analysis techniques and a strong base of experience in both technical and interpersonal skills to produce useful, compelling, and profitable analysis and strategic opportunity.

    $38.89 /hr
    0 hours
  6. David Friedman

    David Friedman

    Experienced business consultant and financial analyst

    United States - Last active: 07/13/2014 - Tests: 4 - Portfolio: 1

    Experienced entrepreneur and financial analyst. I help entrepreneurs with: --robust financial models --investor-ready business plans --investor pitch decks --market research services. I have proven experience, having helped over a dozen companies secure funding for new growth opportunities. I am a native English speaker, born, raised and living in the United States. I live in New York City. My financial models tie together all numbers, my business plans shine, and my pitch decks deliver. If you're looking for a hard worker who delivers a stellar product, I'm your man.

    $111.11 /hr
    0 hours
  7. R K Singhai And Co

    Investment Analyst

    India - Last active: 1 day ago

    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
    2,583 hours
  8. Louis Aucamp

    Louis Aucamp

    Project/contract manager, Infrastructure design, Financial management

    South Africa - Last active: 1 month ago - Portfolio: 1

    As a consultant in the infrastructure, energy and water sectors, my career has progressed from a solid foundation in project quality control (SABS), through rail and infrastructure maintenance management, progressing through a design foundation into the delivery of small and large capital multidisciplinary infrastructure and management type projects. I also have a thorough grounding and experience in the financial, procurement and contract administration side of all types of projects including management studies, financial projects, risk projects and database cleaning and management amongst others. This experience and expertise is throughout the project life cycle i.e. from the various study phases through to the delivery of these projects. These projects have been executed under various contracting frameworks from NEC frameworks FIDIC, Civil Engineering GCC, CIDB Framework, World Bank GCC through to bespoke owners contract conditions,. Drawing on my many years’ experience my role in a projects environment is now focused on ensuring that I draw on the expertise that I possess in the discipline area where it will contribute the most to ensure that it is a well-executed project within a good governance framework with increased predictability and success of project outcomes. My role in a design environment is focused on providing various aspects of infrastructure design to the latest standards and guidelines within a cost and construct-ability effective and efficient framework. Drawing on all my expertise and experience I provide financial and other modelling to all types of project and discipline requirements.

    $35.00 /hr
    0 hours
  9. Jonathan F.

    Jonathan F.

    Financial Consultant and Researcher

    United States - Last active: 8 days ago - Tests: 1

    PhD Finance Candidate 2016 Master Science of Finance,2013 CFA level II Candidate Accounting Bachelors, 2012 Programming languages: R, STATA, SAS, WinRats, MATlab, Java (script), PERL, C++, Microsoft Office Suite, UNIX systems Dynamic modeling and business solutions grounded in hard data research and expert interpretation. I have served, in a consulting capacity, as a 'financial officer' to small business firms. In that work I have advised on a wide-range of issues: from leveraging in real-estate transactions; how to appropriately handle debt-financing of the firm, stream-lining operations and in the greatest detail I worked in one project that involved taking local market and population data and performing a full economic analysis of the corporation in order to determine the optimal output for the company's services as well as the best pricing strategy given the competitors in that local market. I have additionally worked as a corporate tax analyst finding ways to reduce corporate tax spending. Currently I am working on projects that look at where to place additional store-fronts for one such company again using market analysis. I am highly competent and will only provide the most detailed, specific and direct information to my clients. My main skill set of knowledge is in financial analysis and corporate finance.However, it is often the case, if I cannot find the answer myself--I certainly know people who can. I pride myself on satisfying my clients in any way that I can. Providing the most powerful and insightful analysis is a huge asset to you and it is the service that I provide.

    $30.00 /hr
    0 hours