Financial modeling Professionals & Consultants

Showing 123 freelancers

Financial modeling Professionals & Consultants

Showing 123 freelancers

  • Ph.D. in Finance with 4 years experience in writing scientific papers

    I am a professionally trained academic writer and market researcher, holding a Ph.D. in Finance (with the thesis Banking Risks - A Systemic Approach). I have worked full-time for 8 months as Sales and Account Officer in Alpha Bank Romania … more

    I am a professionally trained academic writer and market researcher, holding a Ph.D. in Finance (with the thesis Banking Risks - A Systemic Approach). I have worked full-time for 8 months as Sales and Account Officer in Alpha Bank Romania and I also have university teaching experience. I completed two international internships in UK and Spain (2009 and 2007) in two financial companies. I have a large experience in the financial and academic field based on a wide array of activities: conferences, workshops, trainings, summits, summer schools, internships on finance, economics, banking and marketing (in Armenia, Austria, the Czech Republic, Greece, Montenegro, Republic of Moldova, Romania, Russia, Spain, and the UK). I have written 22 articles (co-author of a book: International financial monetary economy and some issues of the modern world, and author of another book - Banking Risks - A Systemic Approach), published both in Romania and internationally in journals and conference proceedings. COMPETENCIES: * Research in Finance/Economics/Statistics; * Proficient use of reference styles as APA 6th, Harvard, MLA, Chicago etc; * Proficient use of Microsoft Word, Excel, PowerPoint, EViews 7.0 CONFERENCES, TRAININGS, WORKSHOPS, SUMMITS, SUMMER SCHOOLS: 2013 • Grundtvig Workshop Literacy Opportunities for Adults in Rural Areas, Lifelong Learning Program, Gaziantep, Turkey (10th-17th of November); • International Training Europe is Us, Youth in Action Program, Costești, Republic of Moldova (7th-14th of October); • The 3rd International Conference of ASECU Youth, Knowledge Economy – Impact on Development of the Countries from East and South East Europe, Faculty of Economics, University of Montenegro, Kotor, Montenegro, (15th -20th of July); • Spring School Communication in Research organized by University of Vienna, Gols, Burgenland, Austria (12th – 16th of May). 2012 • The 6th International Conference Globalization and Higher Education in Economics and Business Administration, Iasi, Romania (The Impact of Basel III in Eastern European Banking. A Comparative Case Study), (18th-20th of October) • 7th International Conference on Theoretical and Applied Economic Practices Economic Growth in Conditions of Globalization, Chisinau, Republic of Moldova (Basel III in Eastern European banking: changes, challenges and implications, 18th-19th of October) • 30th International Conference on Mathematical Methods in Economics, Karvina, Czech Republic, (Real Exchange Rate Behavior in 4 CEE Countries Using Different Unit Root Tests under PPP Paradigm) (11th -13th of September) • 2nd ASECU Youth Conference, Iasi, Romania, (PIIGS Countries: Where to? A Default Risk Analysis), (12th-14th of July) • Workshop: STUDENTS4EXCELLENCE Assessment Center , McKinsey Offices, Vienna, Austria (14th of June) 2011 • YES (Young Economist Student) Summit Ethics and Business in 21st Century - Impact and Implications of the Global Financial and Economic Crisis, Yerevan, Armenia, (Credit Risk in Banking: Beyond Ethics. The Case of Romania (28th of November-3rd of December); • The 5th International Conference Globalization and Higher Education in Economics and Business Administration, Iasi, Romania, (Mapping Systemic Risk. An European perspective), (20th -22nd of October) • International Conference of Association of Economic Universities of South and Eastern Europe and the Black Sea Region (ASECU), Rostov-on-Don, Russia (Sovereign Debts and the Speed of Economic Recovery in South-Eastern European Countries) (12th -18th of September); • 12th Doctoral Annual Conference , Faculty of Finance and Accounting, University of Economics, Prague, Czech Republic, (12th-13th of May); • Probleme actuale ale economiei globale, “Ovidius” University of Constanta, Romania, (16th -17th of April) • Hradec Economic Days, University of Hradec Králové, Fakulty of Informatics and Management, Czech Republic, (2nd -10th of February).  less

    financial-modeling financial-analysis market-research business-plans 00 more less
    • $16.67 HOURLY RATE
    • 5.0
    • 136 HOURS
    • ROMANIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 9 TESTS
  • Business Finance Consultant >> Top 5% Odesk Contractor

    I seek opportunities to utilize my skills and unique understanding of business finance to help my clients advance toward their chosen goals. I am honest, hard working, and prideful of my attention to detail. These qualities are backed with my … more

    I seek opportunities to utilize my skills and unique understanding of business finance to help my clients advance toward their chosen goals. I am honest, hard working, and prideful of my attention to detail. These qualities are backed with my degree in finance and experience in commercial banking, brokerage services, marketing, and business start-up. I work with each of my clients to understand their individual needs so that I may help them run their business as efficient and effective as possible. Top 5% Odesk Contractor!  less

    business-writing financial-analysis business-coaching financial-modeling intuit-quickbooks corporate-finance 00 more less
    • $70.00 HOURLY RATE
    • 4.9
    • 2558 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 8 TESTS
  • Business Plan Expert

    Hi, I'm John. My projects usually involve creating polished, professionally written business plans. If you want a highly readable, carefully crafted business plan invite me to bid on your project. But I do more than business plans. I can … more

    Hi, I'm John. My projects usually involve creating polished, professionally written business plans. If you want a highly readable, carefully crafted business plan invite me to bid on your project. But I do more than business plans. I can handle all kinds of projects for small business owners who are short on time, but long on opportunity. Some entrepreneurs use me as a catalyst to help get new ideas off the ground. If you are too busy running your business to exploit new opportunities, bring me in to help. I have extensive experience creating pro forma financial forecasts and modelling your business in spreadsheet form. If you need help structuring transactions to buy or sell assets or your entire business, I can make it happen. I have been the lead adviser on many M&A deals. I love picking up the occasional oDesk project to meet new people and to help interesting businesses grow and proposer. I have extensive experience as a venture capital investor at a large North American bank. I have worked multiple M&A transaction, and written dozens of business plans. If you want the job done right, and you want it done fast, I'd love to work on your project. Let's talk about how I can help you.  less

    financial-analysis business-plans business-coaching financial-modeling financial-prospectus-writing business-development 00 more less
    • $44.44 HOURLY RATE
    • 4.5
    • 87 HOURS
    • CANADA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 2 TESTS
  • ACCA business plan bookkeeping consultant financial model RAScons

    In the period of last 5 to 6 years, I had been assosiated with the feild of business and finance. I had opted chatered accountancy as a profession and gain a chartered certification from ACCA- UK, I am qualified chartered … more

    In the period of last 5 to 6 years, I had been assosiated with the feild of business and finance. I had opted chatered accountancy as a profession and gain a chartered certification from ACCA- UK, I am qualified chartered accountant now. I had been practicing in the field and want to enrich my experience by getting assosiated with various assignments at the same time providing the employers the best possible quality of work as well as timely delivery and ensuring customer satisfaction.  less

    bookkeeping financial-analysis financial-modeling business-analysis business-plans 00 more less
    • $10.00 HOURLY RATE
    • 4.9
    • 101 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 6 TESTS
    ASSOCIATED WITH:
  • Analyst / Accountant / Consultant

    Hi ODesk Employers! My name is Mike Kazanjy and I am a Financial Analyst with 7 years of experience in Business and Asset Valuation, Asset Management, Financial Modeling, Forecasting Planning and Analysis, Public Sector Consulting, Web Company Finance, Market Research … more

    Hi ODesk Employers! My name is Mike Kazanjy and I am a Financial Analyst with 7 years of experience in Business and Asset Valuation, Asset Management, Financial Modeling, Forecasting Planning and Analysis, Public Sector Consulting, Web Company Finance, Market Research and Policy Analysis and a whole host of other things. I am an Excel wizard, have tons of experience with pulling data from various databases and financial systems, cleaning, consolidating and analyzing said data and making sense of it. I am going to attach the relevant parts of my paper resume below, so please get in touch if you might have any matches in needs for my expertise. WORK EXPERIENCE 6/13 - 11/13 Autodesk, Inc. Premier CAD software company, producing over 150 software-service package products (ADSK) Senior Financial Analyst - Sales Finance HQ (Contract): Lead forecast consolidation analyst, month and quarter-end Sales Finance support, FP&A support. May, 2010 - October, 2012 Hotwire Group, Inc. Online Travel Agency specializing in discounted inventory, wholly owned subsidiary of Expedia Inc. (EXPE) Senior Financial Analyst: Hotwire Group (HWG) P&L analysis, revenue and expense forecasting, supply and demand forecasting and analysis, customer care (call-center) expense forecasting and analysis, statistical & historical trending analysis, accounting reconciliation, traffic and funnel analysis, and ad hoc financial data analysis for all HWG teams. First year: Revamped HWG business reporting to reflect product enhancements and new revenue streams. Built new forecasting model to reflect all revenue streams, new products, and relationships with Expedia Inc. sister companies. Full forecasting responsibilities for CarRentals.com, maintaining forecast accuracy within 3% by month. Developed indirect cost analysis for shared resources within HWG business groups. Developed and executed pricing analysis for new Hotwire media products and Expedia Inc. traffic-sharing programs. Second Year: Took on additional forecasting, analysis and reporting duties for Expedia Global Car product, including over 30 points of sale, domestic and international. Redesigned Expedia Inc. Car forecasting models for revised supplier contracts, including the dissolution of existing contracts for recently acquired businesses for EXPE. Led development of automated supplier revenue reporting, contracted incentive program and risk-mitigation models for CarRentals.com, Hotwire.com and Expedia.com. Developed models for scenario analysis during ABG, DTAG contract negotiations. January 2008 - May 2010 FCS Group Financial consulting firm specializing in municipal financial plans, capital improvement programs and debt finance structuring, particularly for Water Agencies and Special Community Service Districts Senior Analyst: Third employee of 5 head start-up office in San Francisco with support of 20 person office in Redmond, WA. I successfully marketed, executed and presented comprehensive financial plans for small and large clients, primarily municipal agencies, while aiding in marketing efforts, including proposal-writing, prospective interviews, attending and presenting at conferences. Collected, cleaned and analyzed engineering, operational, financial, and customer data, from numerous variations of client data sources. I developed technical memorandums, project reports, presentations and financial modeling products for numerous municipal clients, large and small. May 2007 - August 2007 Tiburon Research Group Equity Research Internship: Consolidated and analyzed daily, weekly and monthly sales and earnings reports for consumer goods, food and beverage publicly traded companies. August 2006 - May 2007 Innovative Mobility Research Research Associate: Collected, Analyzed and Reported on data in the transportation field. EDUCATION University of California, Berkeley Bachelor of Arts in Economics Major/Minor GPA: 3.8/4.0 Overall GPA: 3.4/4.0 SKILLS Technology: Excel, all functions, WhatIf, Pivots and macro-based automation; Office Suite, Oracle Financials, SAP, BPC, Business Objects, Hyperion/Essbase, Quickbooks, ForecastPRO, Microstrategy, Access, MySQL, SPSS and STATA. With the various brand administrative websites at Expedia and the data sources I experienced with FCS - I think of myself as an expert in learning to use new data tools quickly and effectively. Analytical: Business Valuation, Asset Allocation and Management, Indirect Cost Analysis, Microeconomic analysis, Econometrics, Policy Analysis, Regression Data interpretation,  less

    financial-modeling 00 more less
    • $33.33 HOURLY RATE
    • NO FEEDBACK GIVEN
    • 0 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 2 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
  • Excel and QuickBooks Wizard / Financial Modeling and Forecasting Ninja

    I am an accountant by profession and an Excel Expert with a vast experience in designing and implementing innovative Dashboards. Over the last 5 years I had the opportunity to help clients across different sectors; this has given me unique … more

    I am an accountant by profession and an Excel Expert with a vast experience in designing and implementing innovative Dashboards. Over the last 5 years I had the opportunity to help clients across different sectors; this has given me unique insight into business operations. My core competency lies in identifying problems/ bottle necks in business and providing the most effective solutions. My key skill areas are: Microsoft Excel, QuickBooks, Financial Projections/Forecasting and designing interactive Financial Models My Microsoft Excel skills include pivot tables and charts, data imports/exports, custom functions, and transforming large sets of data into meaningful and insightful information. I make use of native features of Excel in new & exciting ways to push the boundaries of what can be done. I am also a part time webpreneur and have been managing a portfolio of 10+ domains for over 7 years, this has made me an expert in: Installing, updating, migrating and troubleshooting Wordpress & Vbulletin sites.  less

    microsoft-excel financial-modeling vba microsoft-excel-powerpivot inventory-management bookkeeping intuit-quickbooks strategic-planning seo 00 more less
    • $16.00 HOURLY RATE
    • 4.8
    • 153 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 4 PORTFOLIO ITEMS
    • 9 TESTS
    GROUPS:
  • 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
  • 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
  • CPA/MBA/Entrepreneur

    A CPA, MBM from the Asian Institute of Management, former Finance Executive and now an entrepreneur and Trainer for a Continuing Education Program of an academic institution in Makati City. A winner of two awards (Best Business Plan Award and FSSI Triple Bottom Lines Award) in the 5th PBSP-BID Netherland Business Plan Competition - May 2012.

    financial-accounting corporate-finance financial-analysis financial-management financial-modeling business-analysis strategic-planning pestel 00 more less
    • $27.78 HOURLY RATE
    • 4.9
    • 65 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 14 PORTFOLIO ITEMS
    • 18 TESTS
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