Financial modeling Professionals & Consultants

Showing 44 freelancers

Financial modeling Professionals & Consultants

Showing 44 freelancers

  • Financial Analysis

    I have started my career as a Research Analyst conducting equity research and evaluating project proposals after completion of Graduation majoring in Finance. After working as a Research Analyst for three years, I have been promoted to Fund Manager for … more

    I have started my career as a Research Analyst conducting equity research and evaluating project proposals after completion of Graduation majoring in Finance. After working as a Research Analyst for three years, I have been promoted to Fund Manager for providing Portfolio Management Services for the last two years. In the mean time, I have also conducted Issue Management Services and Corporate Advisory Services for AB Bank Limited and later AB Investment Limited.  less

    copywriting financial-analysis corporate-finance financial-modeling financial-management 00 more less
    • $10.00 HOURLY RATE
    • 5.0
    • 421 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 17 TESTS
  • Business Plans + Decks + Research + Consulting

    I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full … more

    I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full pitch decks or online presentations. Among my past clients I have financial institutions, food distribution companies, entertainment start-ups, media websites and green energy companies, plus many nonprofit organizations. My best clients are the ones with new and disruptive ideas. In my process I ask many questions, do a lot of research, propose new ideas, explore diverse channel of distribution, provide a lot of graphics, create models using a canvas business model system, run numbers and create financial projections. At the end, I do everything I can to create useful and powerful documents for my clients. "OFF-LINE" I have my own business consulting firm working from New York City, (EST) but available around the clock. I have an MPA from Cornell University (USA) and I speak English and Spanish. ----- MY PHILOSOPHY on writing business plan is simple: every business plan is unique and every client deserves a professional and timely service. I do not over promise, I do what I said I will do. Simple. Some business and marketing plans are designed to get a loan from a bank, others to get potential investors excited about a project. Most of the time is a tool to raise money, but all the time should be an instrument to guide your future. In my work I get inspiration from big angel and venture capitalist firms, such as the giant investor Sequoia Capital; that has invested in companies like Apple, Google, YouTube, PayPal, Instagram, Yahoo!, Atari, Kayak, Zappos, and LinkedIn. I always suggest my potential clients to read what they are asking from people that want to get funds from them: www.sequoiacap.com/ideas They are not asking for a 100-page business plan. They believe that the best founders are clear thinkers. ----- MY PROCESS is also simple. I start with your ideas and your initial data and work until you are completely satisfied. I want to invite you to see my process of writing business plans here: http://goo.gl/ugB0l1 Before you hire me I give you a very clear plan of what I will do for you, step by step, with a feasible timetable. Again, I do not over-promise, I do what I said I will do. By hours, this is a breakdown of my typical development process: 1) Business Consulting (2-6 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 3 to 5 years of Sales, Profit & Loss, Cash Flow and Balance Sheet forecasts. 4) Writing (8 to 16 hours) - following the format of California VC firm Sequoia Capital and adding charts, maps, graphics, etc., to clarify your business pitch. 5) Online presentation (4 to 8 hours) - on prezi.com. My tools are 1)Internet for research, 2) Skype for communication, 3) ASANA -the project management tool created by one of the founders of Facebook- to organize my work, 4) Excel to plot all financial projections, 5) PowerPoint to design pitch decks, and 6) a few RedBulls to work overnight and on time. Everything will start with a Skype chat and we go from there. ----- TERMS I work around your budget. I know that startups are not cash cows. Because every plan is unique, I like to discuss final payment terms during the interview process. My original bid is a guide for the client, and is based, usually, on a week of work (about 40 hours). Depending on the nature, format and stage of your business project, my work could take about a week and in some cases several weeks. My hourly rate is $65, and usually will take me 20 to 40 hours of work to develop a comprehensive plan. If you hire me as a fixed rate contract, I operate on a 3-payment basis. The first 20% is due at project start, a second payment of 40% at an agreed upon middle milestone, and the final 40% upon completion of the project. ------- SAMPLES Looking for samples of my work? Here is a list of some of my past projects: IT service start-up in Germany, data center in Uganda, online food service platform in Brazil, crowdfunding site in California, niche social network in the UK, nonprofit in Mozambique, real estate fund in Taiwan, TV production company in Los Angeles, agro-business in Nigeria, entertainment company in Holland, publishing service in Spain, beverage company in the UK, entrepreneurial education center in Dubai, pharmaceutical start up in Lebanon, electric company in Saudi Arabia, and several iOS native app start-up in Australia, Ukraine, Puerto Rico and USA. If you request a connection via Linkedin you can see past clients’ recommendations here: www.linkedin.com/in/josebello ----- FINAL NOTE: If you do not hire me, let me wish you good luck in your future business. Keep it up and dream big. Jose  less

    business-development business-plans business-models presentation-design microsoft-powerpoint venture-capital-consulting financial-modeling business-writing business-coaching 00 more less
    • $65.00 HOURLY RATE
    • 5.0
    • 383 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 9 PORTFOLIO ITEMS
    • 1 TEST
  • Funding success suite solution for enterpreneurs: finance,strategy,OPs

    Need funding: know what options are available to you and no more reliance on second-hand information; know about what you need to be successful and have the presentation materials to prove it - COMPLETE SUITE SOLUTION FOR ENTREPRENEURS: -PLANNING --productization and … more

    Need funding: know what options are available to you and no more reliance on second-hand information; know about what you need to be successful and have the presentation materials to prove it - COMPLETE SUITE SOLUTION FOR ENTREPRENEURS: -PLANNING --productization and intellectual property consulting --go-to-market strategy --"send-ahead" teaser --investor presentation --"leave behind" executive summary and additional slides for investor pitch --comprehensive state-of-the-art financial models and tier-1 consulting design of business plans and funding presentations. --organizational and operational management -EXECUTION --build network of new investor relationships via comprehensive outreach campaign --manage legal and financial readiness with plenty of expertise in running legal side of financial transactions --24/7 support and flexible travel for investor event coaching and assistance Hand-on investor decisions for businessmen: suite of funding materials Expert M&A and private equity executive with strong start-up track record. For any business seeking to raise funds, I know what the investors expect and need to see for a successful capital event. I provide turn-key solution that includes investor presentation, executive summary, investment teaser, business plan, and comprehensive financial model. Any of these pieces can be delivered separately. - As private equity strategist evaluated $2B of investment proposals from 100+ companies, placing ~$200M of capital via various instruments and structures. - Consulted start-up clients on funding, resulting in $40M of growth equity, $5M of seed debentures, and $5M of convertible notes over last 3 years. - Realized $70M in combined revenue/cost improvements for consulting clients over last 5 years Career portfolio stats: - 50+ investment memorandums - 15 due diligence reports - 30+ valuation and transactional models - 40+ budget/forecast/variance models - 100+ board/investor/executive presentations. Start-up Strategy, Finance, and Capitalization - Investor Presentations - Business Plans - Executive Summaries - Market/Industry Research * Opportunity Sizing * Competitive Analysis * Critical to Success Factors - Go-to-market Strategies: productization/monetization - Financial Modeling - Fundraising Strategies: valuation, financial engineering, capital allocation - Process Support & Management: introductions, promotion, coaching Management Consulting - Corporate Finance & Capitalization - Financial Planning & Analysis - Budgeting/Forecasting - Market Modeling - Strategic Marketing Analysis - Mergers and Acquisitions - Valuations and Due Diligence - Strategic Planning - KPI, dashboard, P&L Management - Process Design, Documentation, Optimization - Capital Allocation Models - Reconciliation/consolidation/GAAP  less

    business-plans financial-modeling venture-capital-consulting financial-analysis fundraising financial-management startup-consulting microsoft-excel business-analysis corporate-finance 00 more less
    • $95.00 HOURLY RATE
    • 5.0
    • 69 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 8 PORTFOLIO ITEMS
    • 11 TESTS
  • Architect, Designer, 3d & jewellery modeler, real estate consultant

    I am highly specialized professional service provider with 20 years of experience in design, architecture and real estate development, highly proficient in multitude of 3D modeling and design programs. My specialty is Real Estate development consulting with the focus on … more

    I am highly specialized professional service provider with 20 years of experience in design, architecture and real estate development, highly proficient in multitude of 3D modeling and design programs. My specialty is Real Estate development consulting with the focus on Prefeasibility analysis, Conceptual Design, Marketing Presentations. See samples at http://www.qubicon.com.ba My reference contractors are large multinationals like Crow Holdings, Trammel Crow, Reebok, Diadora, Raiffeisen Bank, REALTORS, IRPF Chicago, etc.  less

    architectural-design 3d-modeling rhinoceros-3d real-estate-idx financial-modeling 3d-rendering logo-design web-design adobe-flash 00 more less
    • $22.22 HOURLY RATE
    • 4.9
    • 19 HOURS
    • BOSNIA AND HERZEGOVINA
    • LAST ACTIVE
    • 20 PORTFOLIO ITEMS
    • 3 TESTS
  • Financial Researcher with Investment Banking Expertise

    Over past five years, I have worked across various investment banking projects on Microsoft Office (Word, Power point and excel) through various secondary and primary sources (mainly through secondary sources). My core competency is present in end to end project … more

    Over past five years, I have worked across various investment banking projects on Microsoft Office (Word, Power point and excel) through various secondary and primary sources (mainly through secondary sources). My core competency is present in end to end project handling, understanding the clients request and delivering the required data. I also have experience in developing course content for various financial study modules. I like to seek opportunity to share my experience in the field of investment banking and develop new course content.  less

    microsoft-powerpoint microsoft-excel microsoft-word financial-analysis financial-modeling market-research 00 more less
    • $16.67 HOURLY RATE
    • 5.0
    • 1328 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 3 TESTS
    ASSOCIATED WITH:
  • Business Strategist / Project Management

    Just call me the business doctor. If it involves the management of your business, I have done it! Building financial models, creating investor presentations, developing salary and commission structures, enhancing sales pipelines, developing and refining overall business strategies, creating marketing … more

    Just call me the business doctor. If it involves the management of your business, I have done it! Building financial models, creating investor presentations, developing salary and commission structures, enhancing sales pipelines, developing and refining overall business strategies, creating marketing strategies, and improving existing operational processes - These are my background. I spent ten years as a project manager delivering large, technically complex construction projects for manufacturing companies. I've now spent eleven years providing management consulting services to engineering, construction, manufacturing, services, and start-ups (from gyms to cleantech) on their businesses.Take a look at my portfolio to see snapshot examples of my work. Just as businesses need a wide range of services that fall under management consulting, I have performed a plethora of services. Here are some examples: Developed a go to market strategy, wrote the business plan, wrote the financial plan, made investor contacts, made a presentation to investors, and got an offer of funding for a start-up cleantech firm. Created a business plan and financial plan for a start-up gym looking intending to crowdsource the initial investment. Provided new business development strategies and financial analysis of existing operations for an environmental consulting firm. Project managed a non-profit foundation's new web portal by starting with basic business principles to determine what, how, and who in content, delivery, and target audience. Created a massively complex predictive P&L financial model for a Los Angeles start-up that had both web and physical sales channels, vendors, and complex commission structures. Solved difficult constructability issues on capital construction projects that minimized disruption to on going operations at facilities. Performed a Lean process improvement project on an electrical contractor's estimating department showing how throughput could be increased by 25%. Developed a new business development, marketing strategy, and sales pipeline system for an established consulting company. Created a "quick strategy" system to help the founder develop the initial strategy behind his quality management consulting firm. Developed a marketing effectiveness tool that can be used for larger firms to test the robustness of their marketing spending. Developed dashboard KPI measures for firms' operations. Wrote construction claims for projects based upon data, documents, and contracts on over $100 million worth of contracts recovering over $7 million in just over a year.  less

    strategic-planning financial-modeling project-management business-plans business-analysis business-scenario-development business-process-reengineering process-improvement 00 more less
    • $50.00 HOURLY RATE
    • 5.0
    • 4 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 12 PORTFOLIO ITEMS
    • 2 TESTS
  • I am an Independent/Freelance Consultant provide consulting services in Investment, Finance, Management & Strategy. I am an accomplished professional with 12+ years’ experience in the areas of Business Analysis/Research, Financial Modelling, Corporate Strategy, Risk Management, Credit Appraisal, Business Operation … more

    I am an Independent/Freelance Consultant provide consulting services in Investment, Finance, Management & Strategy. I am an accomplished professional with 12+ years’ experience in the areas of Business Analysis/Research, Financial Modelling, Corporate Strategy, Risk Management, Credit Appraisal, Business Operation & Development with Corporate, SMEs & Retail Assets in Financial Services / Leasing & IT enabled industry like EDS, Bajaj, First Leasing, CMC and Ford at different levels of management I am a Management Graduate in Finance from Pune, India with knowledge of Global & Indian Economy. I believe in blue ocean rather than red ocean to enhance growth. For more details please visit my web sites: http://deepakagrawalblog.wordpress.com/ http://www.slideshare.net/deepakagrawal2009  less

    business-valuation corporate-finance risk-management financial-modeling financial-analysis presentations strategic-planning article-writing 00 more less
    • $10.00 HOURLY RATE
    • 4.0
    • 0 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 11 TESTS
  • Mr.

    - MBA in finance from one of the top 15 institutes in India with keen interest in Investment analysis, capital markets and other Financial Services. - Sincere professional with over 4 years of pre and post MBA experience across various sectors: Oil … more

    - MBA in finance from one of the top 15 institutes in India with keen interest in Investment analysis, capital markets and other Financial Services. - Sincere professional with over 4 years of pre and post MBA experience across various sectors: Oil & Gas, Government & IT. - Presently serving in one of the leading Fortune 500 MNC's as a domain consultant. - Proficient in Investment Analysis (Technical & Fundamental), Credit Analysis and Business plan preparation - Certified in SAP FICO and having implementation experience. - Excellent command over English, Hindi and German. - Excellent writing, designing & presentation skills using Powerpoint and Camtasia, ideal for preparing reports, introductions, promotion material and tutorials.  less

    financial-analysis sap-fico financial-modeling microsoft-excel microsoft-project microsoft-access microsoft-outlook-development camtasia 00 more less
    • $11.11 HOURLY RATE
    • 4.0
    • 0 HOURS
    • INDIA
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 10 TESTS
  • Advance Excel Modelling | Financial Modelling

    I am a post graduate in Finance with more than 6 years of experience in the field of Business Planning, Analysis & Reporting. In course of my work I have been doing lots of advance excel modeling & financial modeling. I have … more

    I am a post graduate in Finance with more than 6 years of experience in the field of Business Planning, Analysis & Reporting. In course of my work I have been doing lots of advance excel modeling & financial modeling. I have the passion to take up new challanges in my work & also believe in completing work within time without compramising the quality. I do freelancing in my free time. I have a high speed internet connection and I am available on skype, Viber, Gtalk & Facebook.  less

    microsoft-excel microsoft-powerpoint database-modeling financial-analysis financial-modeling report-writing financial-accounting accounts-receivable-management 00 more less
    • $7.78 HOURLY RATE
    • 4.8
    • 168 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 4 TESTS
    ASSOCIATED WITH:
  • Equity Research Analyst

    WHAT WE OFFER TO OUR VALUABLE CLIENTS: We are dedicated in providing Company - Financial Models, Research & Analysis(Institutional/Retail), Research Reports Presentation, Daily Market Updates, News Analysis(Fundamental +Technical + Peer Company comparison), Event Updates/Analysis (Company/Industry/Economy) Comparative Analysis … more

    WHAT WE OFFER TO OUR VALUABLE CLIENTS: We are dedicated in providing Company - Financial Models, Research & Analysis(Institutional/Retail), Research Reports Presentation, Daily Market Updates, News Analysis(Fundamental +Technical + Peer Company comparison), Event Updates/Analysis (Company/Industry/Economy) Comparative Analysis of Financial Statements, What-if Analysis/ Sensitivity Analysis, Statistical/Hypothesis/Data Analysis (Experts), Investment Analysis, Technical Analysis (Equity/Derivative/Forex) and Investor Presentations (mostly deals with Quarterly/Annual result updates for companies). For Professional training institutes/Management School/Students, we take projects related to management case studies solution, academic related finance project (not the training courseware) and IT related academic projects. In the field of IT segment, we have a dedicated workforce who deals in Web Programming, software solution, SEO, database development and other IT & programming along with System Analysis, Algorithm Complexity Analysis & Linear Programming.  less

    financial-analysis financial-modeling microsoft-excel microsoft-powerpoint report-writing data-analysis presentations market-research data-entry 00 more less
    • $11.11 HOURLY RATE
    • 5.0
    • 8 HOURS
    • INDIA
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 1 TEST
    ASSOCIATED WITH:
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