Financial modeling Professionals & Consultants

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Financial modeling Upwork freelancers typically receive a client rating of 4.77.

Last updated: June 1, 2015
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  1. Dylan W.

    Dylan W.

    Financial Modeling, Excel & Business Swiss Army Knife

    United States - Last active: 5 months ago - Tests: 3

    What business problem can I solve for you today? I am an engaging and high-energy professional with core strengths in finance and a sharp general business acumen. Whether it be advanced Microsoft Excel work, PowerPoint tweaking, Word editing, or general business consulting, I will not only complete what you ask, but perhaps show you different perspectives and solutions along the way. I also believe that efficient and clear communication are paramount -- we will always be on the same page. Let's get started!

    $27.00 /hr
    0 hours
  2. Rick W.

    Rick W.

    Financial Modeling and Business solution expert-Excel/Access Solution

    Canada - Last active: 08/10/2014 - Tests: 4 - Portfolio: 2

    Hi all, Just a bit of a career background about myself, I have experience as an Excel/Access database developer then as a Financial Analyst for large financial institution in Toronto, Canada. In this role I would automate financial operation functions. These includes: - Financial Modelling (Valuation/Risk analysis via Excel) - Equity/Fixed Income/Real Estate valuations - Sales forecasting - VBA coding - Excel forms (used for validation) - Inventory/Customer Management using Access - Accounting/Booking keeping solutions using Access - Database/Data mining/Relational Database solutions/Big Data solutions - Automation (Financial Reporting/Data entry) My undergraduate major is Computer Science and I am currently completing my Masters in Finance degree. I believe I have a very unique skill set as I am literate in both Finance and Computer languages. If you ask me for a financial solution I would not have trouble understanding what FCFE/Inventory/Equity Risk Premium/Revenues/CAPEX are. I can also add value to small business by streamlining data management techniques via automation and Access Database. My work will save you time, effort and will pay for itself. I also have blog on financial and investment matters ( If you have project in mind, please don't hesitate to contact me. Thanks for reading.

    $33.33 /hr
    0 hours
  3. Stephen C.

    Stephen C.

    Expert Financial Modeler with Wall Street Experience

    United States - Last active: 26 days 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. Tamer Azer

    Tamer Azer

    Business Builder | Management Consultant

    United Kingdom - Last active: 1 month ago - Tests: 3

    As an On Purpose Associate I worked with social enterprises to provide them with the support they need to scale their operations. As an Associate within the office of the Chief Executive Officer of the Royal Voluntary Service I worked to support and define major strategic initiatives within the organization. At Big Society Capital, I worked to advance the social investment ecosystem in the UK and investigated investment opportunities as well as their social impact. At the Institute for Competitiveness & Prosperity I worked in a highly integrated team environment on cross-functional projects that included extensive quantitative and qualitative analysis and research as well as coordinating projects across third parties including government, editors and designers to publish the Institute's reports and working papers. In that environment I strengthened my quantitative and analytical skills and gained necessary communication, public speaking and project management skills. Prior to the Institute I spent one year at the Bank of Montreal as a Financial Services Manager. During that time I gained valuable experience in client management and in sales.

    $45.00 /hr
    0 hours
  5. Chika U.

    Chika U.

    Product/Project Management

    United States - Last active: 25 days ago - Tests: 3

    Over the last 5 years, I have managed projects and product builds for startup companies and small businesses. My core competency lies in conceptualizing and managing small to medium sized software projects and I'm seeking ways to expand my expertise beyond project management into business practices like financial management and modeling, product strategy and marketing.

    $45.00 /hr
    0 hours
  6. Alexander R.

    Alexander R.

    Excel & Tableau Specialist

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

    I have spent the last 4 years working as an analyst for a Fortune 100 oil company. My expertise is in developing in-depth analysis of financials, risk, and market opportunities. The list below details the work I most commonly engage in as a freelancer: 1) Basic Formulas 2) Conditional formatting 3) Complex Excel formulas (Logical combinations lookups, Fuzzy/Partial-text match, Index match) 4) Graphs & Charts on Excel 5) VBA programming 6) Links (Hyperlinks, Sheet linking) 7) Tableau with Excel extracts 8) Data relationships 9) Tableau calculations 10) Tableau visualizations Experience in: Pricing - Trend Analysis - Tableau / Excel Dashboards - Financial Modeling - Risk Analysis - VBA Application Development - Forecasting - SQL

    $25.00 /hr
    0 hours
  7. Olga Vykhvaten

    Olga Vykhvaten

    IFRS/US GAAP Reporting Specialist/Financial Analyst/Consultant

    Ukraine - Last active: 21 days ago

    I'm looking for a challenging freelance position with opportunity for professional growth and developing leadership skills. I aspire to grow both personally and professionally together with successful, enthusiastic, outgoing and purposeful team and global organization as the whole. I strive for expanding my professional profile, improving and utilizing my knowledge and skills. I have had considerable experience in Financial reporting and analysis area. I have enjoyed the challenge of continuously applying the best accounting practices including participation in audit procedures and in-depth involvement in the full range of compliance issues to help deliver business goals. My English language knowledge is based on academic education, different English courses, Toastmasters community meetings and my continuously practical working experience. I’m experienced in preparing presentations and writing business overviews.

    $40.00 /hr
    0 hours
  8. Sergiy Andriychuk

    Sergiy Andriychuk

    Results-oriented executive with wide experience

    Ukraine - Last active: 1 month ago - Tests: 2

    • Results-oriented executive with experience from business startups through strategy formulation up to successful execution. • Wide experience with the international companies, and international standards of business; • Familiar with the following accounting software: Galaxy, SunSystem, AXAPTA Navision, Scala 5, SAP/R3, 1S:Enterprise; • Strong skills in using a personal computer (Hardware and Software). • Member of Ukrainian Federation of Professional Accountants and Auditors (UFPAA) since 2004 - • Member of Auditors Union of Ukraine (AUU) since 2005 - Specialties:Accounting (UA GAAP, US GAAP, IAS/IFRS), Internal Audit, Internal Control (SOX-404), Corporate Finance, IT, Board member experience, International financing including international syndicated loans, private placement and IPO.

    $25.00 /hr
    0 hours
  9. Chris Kaegi

    Chris Kaegi

    Independent Management Consultant g

    United States - Last active: 5 days ago

    I'm a K-16 Education Administrator, Manager, and Teacher, with a consulting, finance, and general management background. My strengths are in Program Design, Operations, and Evaluation, P&L Management, Client Relationship Management, and Quantitative Analysis, particularly in an applied setting. I've completed consulting projects in a wide variety of capacities, including business strategy, program design, market research, sourcing, M&A, product and financial modeling, and competitive research. I also have operational experience as a General Manager of a multi-million dollar business unit for an education services provider. I have an MBA in Accounting and Finance from the Kellogg School of Management at Northwestern University, and a BA in Economics Magna Cum Laude from Amherst College.

    $75.00 /hr
    0 hours
  10. Artem Braun

    Artem Braun

    Chief Financial Officer (CFO)

    Russia - Last active: 1 month ago - Tests: 8

    Financial executive with broad experience in all aspects of financial management, especcially Budgeting, Controlling, Financial modelling. Professional knowledge of MS Excel. Direct experience with real estate construction, telecommunications, metals & mining, financial consulting. Progressive experience in operational and corporate finance. Personally, I am very motivated, proactive, driven and goal oriented. I have a structured and logical approach to problem solving. My core strengths are strong attention to details and high quality of results.

    $30.00 /hr
    0 hours