Financial modeling Professionals & Consultants

Showing 20 freelancers

Financial modeling Professionals & Consultants

Showing 20 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
    • $9.00 HOURLY RATE
    • 5.0
    • 397 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 17 TESTS
  • Business Plans + Investors Pitch 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 microsoft-excel venture-capital-consulting financial-modeling 00 more less
    • $65.00 HOURLY RATE
    • 5.0
    • 370 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 9 PORTFOLIO ITEMS
    • 1 TEST
  • 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 models, executive summaries, business plans, investor decks

    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 … more

    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
  • 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
    • 1304 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 3 TESTS
    ASSOCIATED WITH:
  • 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
    • 4.7
    • 159 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:
  • Data Scientist and Founder (www.predictiveresearch.in)

    Works with a team of Ph.D., level data scientists and software engineers. The focus of the team is Financial Data Analytics and Predictive Modeling Techniques. We develop predictive analytic techniques, trading strategies, algorithms and build tools, stock screeners etc … more

    Works with a team of Ph.D., level data scientists and software engineers. The focus of the team is Financial Data Analytics and Predictive Modeling Techniques. We develop predictive analytic techniques, trading strategies, algorithms and build tools, stock screeners etc., We are also into Predictive Modeling activities across the domains,finance, retail and pharma. We are highly specialized in Statistics,Artificial Intelligence,Modeling and Algorithm development.  less

    data-mining data-analysis financial-modeling financial-analysis technical-analysis matlab r c++ microsoft-excel microsoft-visual-basic supervisory-skills 00 more less
    • $50.00 HOURLY RATE
    • 5.0
    • 2760 HOURS
    • INDIA
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 3 TESTS
    ASSOCIATED WITH:
  • Expert Business Planning and Development

    Providing various services to my clients to the best of my knowledge and quality, while being precise and efficient. Like to work on projects that really challenges the expertise on accounting, financial reporting and business planning. Been associated with an … more

    Providing various services to my clients to the best of my knowledge and quality, while being precise and efficient. Like to work on projects that really challenges the expertise on accounting, financial reporting and business planning. Been associated with an audit firm for last 3 years, which is a member of Grant Thornton International. I possess good experience in handling huge data sheets in excel, as well as preparing complete financial statement for internal management and for the purpose of audit.  less

    financial-accounting accounting financial-management business-plans accounts-receivable-management accounts-payable-management cost-accounting financial-analysis financial-modeling business-valuation intuit-quickbooks business-proposal-writing bookkeeping microsoft-excel microsoft-word 00 more less
    • $11.11 HOURLY RATE
    • 4.7
    • 58 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 20 TESTS
    ASSOCIATED WITH:
  • Internet Handyman

    Acquire knowledge and improve skills in order to work more efficiently completing online jobs. Build on small and simple successes and share the expertise with others. Build an online support team. Currently, I am very interested in data gathering and … more

    Acquire knowledge and improve skills in order to work more efficiently completing online jobs. Build on small and simple successes and share the expertise with others. Build an online support team. Currently, I am very interested in data gathering and checking activity and that is why I am willing to take on a test assignment to show that I can do the job and acquire enough information to be able to make a competitive bid. I prefer to bid for a fixed price like $3/100 rows after I examine the source site. I have some scraper tools that allow me to do semi-automatic data scraping.  less

    data-mining textpattern financial-modeling microsoft-excel image-editing website-development data-encoding internet-research data-analysis data-entry engineering-drawing google-searching 00 more less
    • $15.00 HOURLY RATE
    • 4.9
    • 363 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 14 TESTS
    ASSOCIATED WITH:
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