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On average, 100 Financial modeling projects are completed every quarter on Upwork.


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Financial modeling Upwork freelancers typically receive a client rating of 4.74.

Last updated: August 1, 2015
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  1. Nicholas E.

    Nicholas E.

    Accountant & Corporate Advisor


    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
  2. Ilan Buckman

    Ilan Buckman

    Management Consultant

    United States - Tests: 5

    I am a former strategy consultant who left the consulting world for a career in real estate. Now I have time on the side to help you create custom-tailored solutions for unique business scenarios based on industry leading practices. I have experience working on strategy projects for fortune 500 companies to deliver cost reduction strategies, strategic sourcing savings, process optimization, and operating model designs. Communication is key, and I will ensure that we have a clear understanding of goals, expectations,and the definition of success. Select skills include process design, data analytics, executive communication, process design, and advanced Excel and PowerPoint skills.

    $65.00 /hr
    9 hours
  3. Tim Ryder

    Tim Ryder

    MBA, Financial Consultant

    United States - Tests: 7

    I consult to companies of all stages on developing business plans, strategy, accounting, finance, capital formation, mergers and acquisitions and strategic partnerships. I have over 25 years of leadership experience in private equity investment banking, software and cleantech manufacturing industries. In addition to consulting, I've been appointed CFO to several growth-stage international technology companies where I've led more than twenty capital formation rounds for companies both public and private in the US and Europe (I have expertise in complex capital structures), I've completed several M&A assignments, both buy and sell side. In addition to my activities, I'm an Adjunct Assistant Professor at Georgetown University in Washington, DC where I teach in the graduate foreign service program. I have an MBA from the Darden School of Business at the University of Virginia and a bachelors degree in Mathematics from The Citadel. I'm on the advisory boards of ThinkGreen Global Advisors, a boutique investment bank focused on cleantech and renewable energy financings and ThomassonDacus, a marketing fiorm specializing in federal law enforcement products. I'm active in my community as a Scoutmaster and as a volunteer with Lab Rescue of Chesapeake-Potomac.

    $35.00 /hr
    3 hours
  4. Mary Mather

    Mary Mather

    Finance Executive - CPA, MBA

    United States - Tests: 4

    Columbia University graduate and CPA with superior interpersonal skills, capable of resolving multiple and complex issues in all operational areas including sales, human resources, legal, financial and operational and motivating staff to peak performance. Areas of expertise • Strategic Planning & Organizational Leadership • Profit, Margin & Cost Analysis • Cash Management & Treasury Function • Budgeting & Cost Management • Team Building & Performance Improvement • SEC Public Company Filings • Mergers & Acquisitions • Corporate & Investment Finance • Process Design & Productivity Improvement • Systems & Technology Utilization

    $77.78 /hr
    0 hours
  5. Alex Mathai

    Alex Mathai

    Management Consultant with a Tech Background and 10 yrs of Experience

    United States - Tests: 1

    Experienced strategist with an aptitude for innovative thinking and operational improvement. Big picture thinker with experience advising companies from early stage to Fortune 100 in size, who uses data driven analysis and creativity to find solutions to complex problems. Adaptable generalist able to collaborate with cross-functional teams, develop strategies in support of business initiatives, and influence senior executives. Professional skills include: • Competitive Analysis • Financial Modeling • Marketing Strategy • Go to Market Strategy • Market Segmentation • Go/No Go Decisions • Process Improvement • Primary and Secondary Research • Firm Building Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • Financial Services • Logistics • CPG • Insurance • Hi Tech • Non-profit

    $55.56 /hr
    0 hours
  6. Emily Ellis

    Emily Ellis

    Big 4 Project Manager and Business Analyst

    United States - Tests: 1 - Portfolio: 1

    If you need your project done effectively and efficiently, your search is over! I have 7 years of experience in a Big 4 Consulting firm as a Project Manager and Business Analyst. I'm currently working as a freelance analyst looking for challenging new projects to continue cultivating my skills. I am a Microsoft Office guru, and I'm well versed in Excel, PowerPoint, and Project. I am also a certified PMP with expertise in project planning, pricing, and estimation. I am seasoned in storyboarding, technical writing, and supporting critical projects and proposals. I look forward to working with you!

    $50.00 /hr
    0 hours
  7. Yevgeniy D.

    Yevgeniy D.

    Expert in Business Econometrics/Analytics

    United States - Tests: 5

    I have a PhD in Business. I have an M.S. in Risk Management and a B.S. in Mathematics. My research has been presented at various academic conferences. I have 4 years of experience working with Stata, including merging data sets as well as estimating econometric models. I have graduate coursework in Econometrics, Multivariate Statistics, Time Series Analysis, Enterprise Risk Management, Structural Equation Modeling (SEM), and Empirical Corporate Finance. In addition, I have 10 years of university tutoring experience as well as experience as an adjunct professor.

    $135.00 /hr
    0 hours
  8. Taras Tymoshchuk

    Taras Tymoshchuk

    Management Consultant, Business analyst,Finance analyst,Tax Consultant

    Ukraine - Tests: 2

    Professional financial advisor with over 4 years of experience in consulting projects for companies that operate in a wide variety of industrial sectors, including consumer products, technology, retail and agriculture. I start my career in one of the Big 4 Accounting and Financial advisory companies. At the beginning of my career the primary focus of my work was performance of risk management researches, oil industry marketing researches and participation in consulting projects regarding companies cost optimization. Then I have expanded the area of my knowledge by participating in different financial advisory projects. Including: • Building financial models; • Financial, tax and legal du-diligences; • International tax structuring; • Audit and assurance projects; • Transfer pricing projects. After that I changed the career path and switched over to business analysis field and now working as a requirements specialist / business analyst on middle-sized IT projects. My background working in a financial service company provided me with the following experience and expertise: • Insightful perspective on problems that companies encounter in their day to day operations; • Experience in dealing with geographically-dispersed and transnational teams; • Excellent analytical and problem solving skills. Exceptional attention to details; • Organized and effective time management skills; • Good negotiation, facilitation and presentation skills. I am a team player, highly organized and able to handle multiple tasks simultaneously. My customer service skills are outstanding, and I bring to the table unmatched enthusiasm as well as knowledge.

    $11.11 /hr
    0 hours
  9. Jeff Mulac

    Jeff Mulac

    Process Improvement and Data Consultant

    United States - Tests: 7

    My expertise is in financial analysis, process improvement and data management and analysis. I can also provide services in analysis of new product offerings, business plan development and overall business strategy and areas you would like to improve efficiency. I am a numbers person, so the majority of my analyses are based on statistical information and designed to help you achieve long term success. Most recently, I designed a website that organized data into graphical representations by owner so that each group could efficiently track and manage data points. At a local small business, I developed their company business plan, complete with 5 year financial projections as well as brainstormed overall strategy for target customers and acquisition and operational efficiency. At a previous employer, I developed a dozen processes mostly using Excel VBA that directly led to time or financial improvements of at least 15% each. At a previous employer, I led a Kaizen event that analyzed the efficiency of our current processes and focused on implementing new strategies of increasing overall output that resulted in a net improvement in operational efficiency of 25%.

    $70.00 /hr
    0 hours
  10. Pavel S.

    Pavel S.

    Finance professional with "Big Four" experience

    Ukraine - Portfolio: 2

    I'm professional ready to provide accounting, financial modelling, business planning and report-writing solutions for companies of different sizes. With significant "Big Four" background I will become your online finance department and provide you with all the numbers that your business needs. Accounting Provide complete accounting services from opening the mail to making payments. I will maintain the books of account of your business including accounts payable, accounts receivable, inventory and fixed assets, I will do internal financial reporting and review, year-end preparation and liaison with external auditors. I reconcile payables and receivables on a regular basis. Cash flow Management Provide services of cash projections as per your business requirements. You can use standard methodology or I can adopt your style. Budgeting The budget provides a formal quantitative expression of expectations. It is an essential facet of the planning and control process. The budget is an essential tool to translate general plans into specific, action-oriented goals and objectives. By adhering to the budgetary guidelines, the expectation is that the identified goals and objectives can be fulfilled. Financial modelling Provide you tool, which will allow tou to define company’s strategic goals, which would be used as a framework for investment decision-making, allocation of financial and other resources

    $10.00 /hr
    0 hours