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, 106 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 4.75.

Last updated: July 1, 2015
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  1. Mark Repko

    Mark Repko

    United States - Last active: 8 days ago - Tests: 3

    I help entrepreneurs and startups: • Write business plans • Create investor pitch decks • Segment and analyze markets • Gather competitive intelligence • Create financial models and pro-forma financial projections • Formulate winning sales & marketing strategies • Manage product development projects including on/off-shore development teams • Manage marketing programs and external agencies including PR, advertising and design • Write content for websites, blogs, sales & marketing collateral, etc. I like to start my engagements with a free, 30-minute phone call or skype to fully understand your project background and requirements. If I don’t think my skills and experience will be a good fit for your project, I will let you know right away so you can hire somebody else. If we mutually agree that I am a good fit for your project, we can consummate the consulting agreement and my first task will be to prepare a project proposal based on our initial 30-minute discussion. This proposal will take me about an hour to complete and will outline my recommendation for moving forward together on the project. My project proposal will generally consist of the following sections: 1) Project Overview – I will clearly articulate the background, scope and deliverables for the project, including hourly estimates and timeline to complete the project. 2) Research & Analysis – I will collect all background information by meeting with relevant internal and external stakeholders, reviewing any existing materials and conducting my own independent research and analysis. 3) Recommendations – I will recommend a particular course of action based on my analysis and interpretation of the research. These recommendations will most likely come in the form of a Marketing Plan or complete Business Plan. 4) Implementation – I can then implement the recommendations, thereby turning strategy into action. Every project will differ in terms of time spent on each phase of the project. Some projects may be extremely focused on Research, Analysis & Recommendations. Other projects may be highly focused on Implementation. It just depends on the client's need. I recommend we implement a stage-gate process for the project. That way you can review my work at each step in the project work plan before I proceed to the next step. I want you to be completely satisfied with my work throughout the entirety of the project! Once the project is complete I will turn over all project materials to you and discuss next steps. I look forward to working with you! Mark Background on me: I have over 12 years of business management and marketing experience working for large Fortune 100 firms and technology startups. I have launched new products, repositioned existing products, managed complex marketing projects, commercialized new technologies form R&D, managed internal teams, managed external development teams and agencies, met with customers, written business plans, presented pitch decks to investors and raised capital. I also understand the dynamics of how to get things done in various business environments. I have an undergraduate degree in Chemical Engineering from Washington University (St. Louis) and an MBA in Marketing and Strategy from Indiana University (Bloomington). I love to travel, fish and spend time with my wife and kids.

    $125.00 /hr
    5 hours
  2. Al Croke

    Al Croke

    C.P.A. / CFO / Controller / Audit / Financial Projects & Consulting

    United States - Last active: 10/23/2014 - Tests: 3

    Definitive leader with 25 years’ experience identifying and capitalizing on opportunities to grow revenue and improve profitability and performance. No project or job too small or beneath me. I will find a way to improve and create efficiencies in your processes. Expertise includes developing innovative strategies and key initiatives to drive continuous improvement objectives that impact Real P&L results. Relationship Builder—keen ability to attract and retain key associates, partners, vendors, and clients. Management strengths include: • Profit and Loss Management • Financial & Contract Negotiations • Continuous Improvement Processes • Quality Program Development • New Product Development • Team Leadership & Training • New Business Development • Customer Service & Retention • Operations Management • Distribution/Logistics/Inventory Expertise • Partner & Supplier Relationships • System Rollouts / Project Management

    $38.89 /hr
    35 hours
  3. R K Singhai And Co

    Investment Analyst

    India - Last active: 12 hours 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
    2,794 hours
  4. Richard P.

    Richard P.

    Quantitative Trading Analyst Engineer Quantopian Python Programmer

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

    Good day and thank you for checking out my profile! I am a freelancer with over 20 years experience in the design and support of enterprise applications and cloud/virtual/physical hosting. My current specialty is in providing custom support, tuning, troubleshooting assistance and programming in python for web based stock algorithm trading via or offline using the open source zipline trading package. Trained as a Electrical Engineer, I have worked extensively with optimization techniques, signal processing, machine learning, time series analysis, databases, financial modeling, regression analysis, portfolio theory and application of technical indicators. I have been programming in python since 1999. I have been a Quantopian community member and beta participant in their python financial trading algorithm platform since 2013. I have been recognized by Quantopian support with their iconic red T-shirt and was one of 7 winners of the #Fundamentals coding contest. Current interests and specializations include: - Optimization (linear, convex, Bayesian) - Exploiting the power of pandas - the python data structure and analysis library - Use of ta-lib Technical Analysis indicators - Markowitz mean-variance optimized portfolios - Risk management and hedging tactics - Statistical Arbitrage based pairs trading - Using corporate fundamental data - Event driven trading

    $45.00 /hr
    16 hours
  5. Nicholas E.

    Nicholas E.

    Accountant & Corporate Advisor

    Australia - Last active: 11 days ago

    I have in excess of 25 years experience in the Australian finance industry specifically in the areas of accounting, finance (leasing, hire purchase, and structured equipment finance), private equity transactions, start-ups and business sales. Further information can be found at QUALIFICATIONS Bachelor of Commerce (major in Accounting and Finance) Postgraduate Diploma in Business (Economics and Finance) Diploma in Financial Services Eagle Corporate Finance Pty Ltd is a Corporate Authorised Representative No 334234 under AFSL 246638 authorised for securities, risk, and superannuation Member Institute of Public Accountants and holder of a Practicing Certificate

    $60.00 /hr
    5 hours
  6. Andrew S.

    Andrew S.

    Financial Economist/Analyst

    United States - Last active: 27 days ago - Tests: 7 - Portfolio: 4

    Financial economist/analyst with knowledge and skills in forecasting, valuation, risk management, accounting, statistics, data mining, and investment management; experience working with statistical and financial software such as Microsoft Excel, SAS, R, and MATLAB. I also have experience designing test items for the GMAT, GRE, SAT, and ACT. Further, I have knowledge of the MBA application process. I have earned a Master of Science (M.S.) in Economics, concentrating in Financial Economics. I previously earned a Bachelor of Science (B.S.), double majoring in Biology and Psychology while minoring in history. I hold the Series 7 (General Securities Representative) and Series 66 (Uniform Securities Agent & Investment Adviser) licenses. I have experience in investment research, financial analysis, forecasting, valuation, and modeling. I have designed financial models using Excel and created presentations with PowerPoint. I have used Excel, SAS, R, and MATLAB for statistical, regression, and other analyses. My passion lies in investment management and research. I have skills and knowledge in investment theory and strategies such as special situations, arbitrage, and value investing. I am familiar with hedge funds and other investment vehicles. I am skilled in DCF, NPV, IRR, Variance, VaR, Comps, and other financial methods and techniques.

    $33.33 /hr
    6 hours
  7. Apurba Banerjee

    Apurba Banerjee Agency Contractor

    Data Scientist

    India - Last active: 12 hours ago - Tests: 2

    I am an Analytics Professional with rich background of data analytics, modeling, model validation and reporting in domains of financial analytics, equity valuation, financial engineering, trading algorithms, text analysis and credit risk analytics. I am proficient in statistical modeling in Forecasting/Predictive Analytics, Segmentation Methodologies, Regression Based Models, Hypothesis Testing, Factor Analysis/PCA, Conjoint Analysis, Scorecard Modeling, Artificial Intelligence (Neural Networks, Genetic Algorithm, etc), Optimization Techniques, Co Integration, VAR, VECM, etc. I am very experienced with programming in statistical softwares like SAS, SPSS, R, Matlab, Octave, etc and also with programming in C, C+_, C#, VB, VBA, SQL, etc, I am currently pursuing CFA (Level II candidate) and FRM (Level 1 Candidate).

    Associated with: FinArb Analytics Consulting

    $22.22 /hr
    1,049 hours
  8. Matthieu Vallin

    Matthieu Vallin

    Pricing strategy & monetization consultant

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

    The right pricing is fundamental to a business’s success. I work with startups and established businesses to develop and optimize their pricing and monetization models for their products and services. Prior to freelancing, I have worked at renowned consultancy Simon-Kucher & Partners for the last three years, famous for its pricing practice. Using a data driven approach, supported by pricing tools and methodologies, I address the following questions: - Which products and services is a customer willing to pay for? - What is the right pricing model? (Direct sale, subscriptions, commissions?) - How much do I charge? (What is the right pricing strategy and optimal price?) - How do I acquire, retain, and monetize users? - How do I use promotions and discounts to steer my customers? I am currently working on: - an app monetization project for a video sharing platform - a pricing model optimisation project for a healthcare startup - a discount planning and implementation project for a app-based drinks discounter. Get in touch with me to jointly work on your pricing and monetization performance to hit your growth, revenue and profit targets. Kind regards, Matthieu

    $34.00 /hr
    62 hours
  9. Kurtis Lee

    Kurtis Lee

    Business Analyst (Excel/Strategy/Analysis)

    United States - Last active: 04/21/2014 - Tests: 1

    I have over five years of experience as a business analyst and was previously a management consultant for Accenture. My strength that I'm hoping to leverage to the oDesk network is my ability to create various Excel documents whether it's an economic model, a P&L statement, a financial report, a territory analysis, or practically anything containing numbers. On top of being an Excel whiz, with my experience in business, I'm able and willing to help you draw important insights from the analyses that I conduct. Through my consulting experience, I also have extensive experience creating executive level PowerPoint presentations. If you need PowerPoint, Excel or general business consulting services, I'm happy to help. On top of my management consulting experience, I also have commercial real estate experience where I owned several development project pro formas and I also have business development / sales experience. I graduated from Goizueta Business School of Emory University with a concentration in Consulting and Venture Management. I have a full-time job, but am looking for some consulting projects to work on the side as I have some free time during the week and weekends. I have done side projects with various past colleagues and everything worked out perfectly!

    $55.56 /hr
    39 hours