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On average, 86 Financial modeling projects are completed every quarter on Upwork.


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Time needed to complete a Financial modeling project on Upwork.

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Financial modeling Upwork freelancers typically receive a client rating of 4.76.

Last updated: October 1, 2015
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Karol aka charles-chaim S.

Karol aka charles-chaim S.

Freelance writer and consultant

Poland - 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. If you are wondering why my job history is not full of wordcandy (most are just settled contracts). 2 reasons: 1. Most of my contracts come from my long-term customers. Since they come back to me, I guess this speaks more than reviews. 2. I won't push you to get a review. It's not your duty to produce it. Which brings us to 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 P.S. For convenience and avoidance of doubt please don't send me contract without prior mutual agreement.

78% Job Success
$33.33 /hr
5 hours

Jonathan patrick L.

Jonathan patrick L.

Financial/Capital Markets and Business Consultant

Philippines - 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.

100% Job Success
$72.22 /hr
4,217 hours

Tamma Ford

Tamma Ford

Business Consulting. Business Writing. Language for Business.

United States - Tests: 17

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 under my own name and as the non-fiction ghost-writer for numerous clients. Find my longer published e-books on under my name. You may view some samples of short works via my Expert Author Profile on 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.

95% Job Success
$44.44 /hr
166 hours

Nataliya G.

Nataliya G.

Corporate finance, accounting & financial advisor, ACCA

Ukraine - Tests: 5 - Portfolio: 1

As an experienced financial and accounting professional with an ACCA qualification and over 8 years experience with Big4 (Ernst&Young and PwC) and Investment Banks I have the skills to assist you or your business in a number of areas within finance and accounting. My services for you include, but are not limited to: - Bookkeeping and Financial reporting (preparation / maintenance / check of financial statements); - Financial due diligence; - Financial modeling and valuation; - Forecasting and budgeting; - Financial analysis; - Preparation of information memorandums; - Capital raising support; - Financial consulting; - Project management. I invite you to benefit from the skills I have developed at leading accounting firms and investment banks and you will receive the quality and expertise they provide at a reasonable cost.

$27.78 /hr
98 hours

Sunny Kabra

Sunny Kabra

Business & Financial Plans|Investors Presentations

Canada - Tests: 3 - Portfolio: 1

"The great thing in life is not where we stand, but what direction we are moving." I am from Toronto, Canada and hold a Bachelor of Business Administration degree in Finance with other degrees in Strategic and Financial Planning. I assist entrepreneurs in business planning & established businesses in performance optimization by providing them focused & highly dependable business consulting services. I have the breadth and depth of experience needed to quickly understand entrepreneurs' businesses and craft the most suitable solutions. Whether you’re a one-person start-up, or an expanding business, my team can make solid business plans and robust financial models for your clients or internal stakeholders or to help you pitch investors and other financial backers.

$15.00 /hr
0 hours

Md. Rashiduzzaman, CFA, FRM

Md. Rashiduzzaman, CFA, FRM Agency Contractor

Financial Analyst, Investment Banker

Bangladesh - 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

99% Job Success
$45.00 /hr
88 hours

Vishesh R.

Vishesh R.

Equity Research Analyst & Creative Writing Professional

India - Tests: 2 - Portfolio: 1

I've worked with over 45 different clients and written more than 500,000 words over the past year. Topics I've researched for these projects include healthcare, finance, D.I.Y, how-to guides and grooming. I'm currently a CFA Level 2 candidate as well as a certified financial adviser with a keen interest in equity investment and research analysis. I can write a 600-800 word article in less than an hour and can complete most projects in less than a week.

88% Job Success
$20.00 /hr
43 hours

Elizabeth M.

Elizabeth M.

CPA/ Financial Analyst/ Virtual Assistant/ Excel Expert/ Accountant

Kenya - Tests: 5 - Portfolio: 2

I have excellent communications skills, both verbally and orally, I possess sensitivity and integrity yet assertive at the same time, I also have an analytical and logical approach to problem solving, ability to work on my own initiative, motivated and ambitious. I have completed my undergraduate in Bachelor of Commerce, Finance Option and I have also done Professional Exams in CPA and a research paper in credit risk management in commercial banks. I have had the privilege of working the Ministry of Immigration as a Finance Officer and as an Accounts Clerk at Attic Property Consultants Ltd.

69% Job Success
$7.22 /hr
1,704 hours

Edwin M.

Edwin M.

Certified Business planner, Grant Writer, Academics,Lead Generation

Kenya - Tests: 2 - Portfolio: 1

Hi there, I hope you are fine. I am interested in your project and I hope that we can work together. I have successfully completed over $850 million in funded grant applications and have 10 years of experience working with federal agencies including the Department of Health and Human Services, the Department of Education, and the Department of Justice. I also work with state and local agencies, private foundations, corporations, and other non-governmental organizations to source grant funding for my clients. In addition, I have written business plans to over 50 successful business start-ups. I will be happy to help you navigate the complexities and succeed in your mission

78% Job Success
$20.00 /hr
174 hours

Lenny M.

Lenny M.

Technical Writer/Creative Writer/Copywriter

Kenya - Tests: 4 - Portfolio: 3

I am an able, committed and hard working all-round writer. My love of writing and a business background combine to produce fresh baked content that is as original as it is engaging. My grammar is trimmed and effective and I have utmost respect for my clients and their needs. I have a Masters in Business Administration (Finance option) and a Bachelor of Education degree in English and Linguistics which puts me in a pole position to deliver quality content for my clients. If you need refreshing new ideas that attract attention, content that rivets interest and calls to action that produce results then you should contact me.

100% Job Success
$11.11 /hr
3,225 hours