Financial modeling Professionals & Consultants

Showing 79 freelancers

Financial modeling Professionals & Consultants

Showing 79 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
    • 134 HOURS
    • ROMANIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 9 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:
  • 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
    • 2545 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 8 TESTS
  • Certified public Accountant, Economist, MBA graduate

    I am a certified public accountant, economist, MBA, former employee of KPMG (Big Four firm), and co-founder of a successful startup (lingolearn). My firm (StartupAlready) produces business plans for startups and existing businesses aimed at both seeking investment capital and … more

    I am a certified public accountant, economist, MBA, former employee of KPMG (Big Four firm), and co-founder of a successful startup (lingolearn). My firm (StartupAlready) produces business plans for startups and existing businesses aimed at both seeking investment capital and internal strategic development. We also offer valuations, financial forecasting and business consulting. Our team also includes the talented J. McMillan, a San Francisco based technical writer. Our business plans are highly customized thanks to intense client interaction and constant improvement of our process over time. We treat your business like it is our own and make it our personal mission to help you to formulate a well-balanced picture of your business that appeals to your reader, while also offering the added value of business consulting and shaping your strategy. Our plans have a proven track record of raising money from angel investors and have been positively reviewed by institutions including Credit Suisse and ExxonMobil. I have given lectures at universities and participated in various seminars as a mentor and a coach (recently mentored and lectured in 3 Startupweekend events). Regards, Eli from StartupAlready  less

    business-plans financial-modeling financial-management economic-analysis business-coaching startup-consulting 00 more less
    • $44.44 HOURLY RATE
    • 5.0
    • 12 HOURS
    • ISRAEL
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 5 TESTS
    ASSOCIATED WITH:
  • Financial Analyst/Excel Developer/VBA Expert/Powerpoint specialist

    9+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. 5 star rated on oDesk with excellent communication skills. Fast learner and high attention to detail Have worked on a variety of financial and analytical assignments. Well versed … more

    9+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. 5 star rated on oDesk with excellent communication skills. Fast learner and high attention to detail Have worked on a variety of financial and analytical assignments. Well versed in developing excel models, performing data analysis, writing business reports and preparing high impact powerpoint presentations. Have developed Excel templates, financial models with VBA - macros, userforms, functions and event based programs.  less

    financial-analysis microsoft-excel vba data-scraping data-analysis microsoft-word microsoft-powerpoint financial-modeling tableau 00 more less
    • $15.00 HOURLY RATE
    • 5.0
    • 2113 HOURS
    • INDIA
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 9 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
    • 362 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
  • 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:
  • Accountant and Microsoft Excel Wizard

    I have a Bachelors Degree in Commerce and currently I am completing Chartered Accountancy Certification from Institute of Chartered Accountant of Pakistan. Over the last 4 years i have been working in Ernst and Young Ford Rhodes as audit senior … more

    I have a Bachelors Degree in Commerce and currently I am completing Chartered Accountancy Certification from Institute of Chartered Accountant of Pakistan. Over the last 4 years i have been working in Ernst and Young Ford Rhodes as audit senior and have conducted external and internal audits of various companies. I have significant experience of Accounting, auditing, International Accounting Standards ( IFRS/IAS ), Taxation , Corporate Law, Business processes Consulting and financial analysis. I have 5 years of experience of working with MS office particularly MS Excel and expertise in using Excel formulas and functions. I am also Visual basic programmer for Excel  less

    accounting bookkeeping microsoft-excel tax-preparation cost-accounting financial-modeling financial-accounting financial-analysis microsoft-visual-basic html 00 more less
    • $16.67 HOURLY RATE
    • 4.6
    • 170 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 5 PORTFOLIO ITEMS
    • 4 TESTS
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