Financial modeling Professionals & Consultants

Showing 189 freelancers

Financial modeling Professionals & Consultants

Showing 189 freelancers

  • 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
  • Accountant,Bookkeeper,Quickbooks,Quicken,MYOB,Wave,Xero,Saasu,Sage

    I am Certified in Public Finance Accounting and have over 6 years experience working as an outstanding remote accountant and bookkeeper for different USA, Canada, UK, Australia based companies. My Finance and Accounting services are based on different types of … more

    I am Certified in Public Finance Accounting and have over 6 years experience working as an outstanding remote accountant and bookkeeper for different USA, Canada, UK, Australia based companies. My Finance and Accounting services are based on different types of Accounting Software such as Quickbook, Xero, Oracle. Setting up chart of accounts/accounting set up, maintaining General Ledger, Journal, Accounts Receivable, Accounts Payable, Bank Reconciliation, Inventory Management, Fund Management, Profit & Loss Account, Balance Sheet, Cash Flow, Financial Statement Analysis and Review, Quickbooks Consulting, General Business and Strategic Planning such as budget vs actual analysis, variance analysis and all other kinds of financial analysis. I am highly proficient in MS office tool specially Excel and PowerPoint. The other reason for which i should be hired is that I focus on best possible low price competitive services to my clients and once clients are satisfied they will themselves see the value and look forward to refer my services. Looking forward for queries and thanks for viewing my profile. :)  less

    bookkeeping payroll-processing tax-preparation financial-management financial-analysis financial-modeling financial-accounting cost-accounting project-management 00 more less
    • $6.67 HOURLY RATE
    • 4.9
    • 7219 HOURS
    • INDIA
    • LAST ACTIVE
    • 3 PORTFOLIO ITEMS
    • 4 TESTS
  • Owner, Surten Excel

    I have over 15 years experience using Microsoft Excel and other spreadsheets for problem solving and analysis. I have a technical degree and a Masters Degree in Business Administration. I have experience in project management and analysis, problem solving, statistical … more

    I have over 15 years experience using Microsoft Excel and other spreadsheets for problem solving and analysis. I have a technical degree and a Masters Degree in Business Administration. I have experience in project management and analysis, problem solving, statistical analysis, mechanical equipment reliability, and root cause analysis. I have a passion for building and optimizing Excel spreadsheet models for problem solving, decision modeling, data mining, dashboards, and reporting. I am looking for opportunities to maintain and expand my skills in these areas.  less

    microsoft-excel vba statistics spreadsheets financial-analysis financial-modeling pdf-conversion intuit-quickbooks minitab 00 more less
    • $25.00 HOURLY RATE
    • 5.0
    • 397 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 2 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
  • Data Analyst, Advanced Excel, VBA, Dashboards, Finance

    I am a MBA with Specialization in Marketing & Operations Management. I have a bachelors degree in Computer Science. I have a 8 years experience in the field of Finance, Stock market, financial analysis, portfolio management, Stock research, client servicing, Data … more

    I am a MBA with Specialization in Marketing & Operations Management. I have a bachelors degree in Computer Science. I have a 8 years experience in the field of Finance, Stock market, financial analysis, portfolio management, Stock research, client servicing, Data analysis.. I have strong knowledge of Excel using advanced formulas, Pivot table, VBA and Dashboards. I am here to build a long-term work relationship with good clients. I assure my clients timely, accurate and innovative solutions. I also ensure trustworthy career. Areas of Expertise : - Complete applications in Excel, VBA, and Visual Basic, SQL, Microsoft Access. - Custom Workbooks, Advanced and Interactive Charts - Custom Templates - Specialized VBA procedures and functions - Financial Dashboards  less

    sales customer-service report-writing portfolio-performance-modeling stock-management data-analysis data-mining financial-analysis financial-modeling microsoft-excel 00 more less
    • $8.89 HOURLY RATE
    • 5.0
    • 2178 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 11 TESTS
loading