Search Results for: Financial Planning

We are seeking a highly experienced financial modeling consultant (CFO-level or strategic finance expert) to work closely with our founder to build a sophisticated expansion model and prepare materials for an upcoming investor raise. This is a short-term, high-impact role ideal for someone with a deep understanding of startup growth modeling, capital planning, and fundraising strategy. You’ll sit ...

Job Type: Hourly: $100.00 - $150.00

Content Marketing Strategy Content Management Audience Segmentation & Targeting Financial Analysis Financial Projection Financial Accounting Financial Report Financial Planning

We're a bootstrapped company that brings in just about $10K/month. I'd like to have a monthly call with a fractional CFO and then have them help with ad-hoc projects as they arise. Some topics/things on my mind that could be covered by this person include: Projections - Spruce up projections - Show how $XK investment gets us to $XM in revenue; milestones we can reach per some amount in investment;...

Job Type: Hourly: $55.00 - $95.00

Startup Consulting Financial Modeling Financial Projection Financial Analysis Financial Planning

Job Overview: We help entrepreneurs and high-profile clients clean up their credit, become bankable, and access capital for growth. Our firm serves: • Small business owners transitioning from MCAs to traditional lending • Professional and college athletes (NIL and post-league) with credit + funding needs • Real estate investors and non-traditional entrepreneurs seeking capital for projects • Talen...

Job Type: Hourly

Loan Processing Financial Analysis Business Plan Financial Modeling Financial Projection Finance & Accounting Financial Planning Business Analysis

We are seeking a highly experienced financial modeling consultant (CFO-level or strategic finance expert) to work closely with our founder to build a sophisticated expansion model and prepare materials for an upcoming investor raise. This is a short-term, high-impact role ideal for someone with a deep understanding of startup growth modeling, capital planning, and fundraising strategy. You’ll sit ...

Job Type: Hourly: $100.00 - $150.00

Content Marketing Strategy Content Management Audience Segmentation & Targeting Financial Analysis Financial Projection Financial Accounting Financial Report Financial Planning

Quality of Earnings report. Financial due diligence is what I need.

Job Type: Fixed price

Financial Report Financial Planning Financial Projection Company Valuation Financial Analysis Financial Modeling Financial Accounting

Key Responsibilities: Design and build dynamic financial models in Excel/Google Sheets that allow for: Multiple investment structures (debt vs. equity crowdfunding) Various profit-sharing arrangements (contingency fee participation vs. plaintiff recovery participation) Different jurisdiction-specific regulations Adjustable variables including interest rates, management fees, carry structures, sett...

Job Type: Hourly: $100.00 - $300.00

Financial Modeling Microsoft Excel Industry Knowledge Business Cases Business Plan Financial Projection Financial Analysis Forecasting Financial Planning

We are searching for a Certified Financial Planner (CFP) to serve as Financial Planning Subject Matter Expert (SME) at Sage Financial Systems. Our Financial Planning SME will provide several exceptional action items for each client meeting which will WOW our clients to ensure that our team gains and keeps our clients’ trust. You will be given one client on a trial basis to show us that you are rea...

Job Type: Hourly: $60.00 - $75.00

Certified Financial Planner Financial Analysis Financial Planning Financial Projection Strategic Planning

Mercer Asset Partners is looking to develop an ongoing relationship with a real estate development financial analyst who we can send prospective development projects to for feasibility determination, valuation analysis, construction-to-permanent cash flow modeling, investor cash flow modeling, etc.

Job Type: Hourly: $20.00 - $40.00

Business Plan Business Valuation Business Analysis Financial Analysis Microsoft Excel Financial Report Presentations Pro Forma Statement Company Valuation Industry Knowledge Financial Modeling Valuation Pitchbook Financial Planning Financial

We are a rapidly growing entertainment and real estate company preparing for a $35M Regulation D offering and a $300M tokenized raise on the SEC 144A platform. We're seeking an experienced Fractional CFO to help finalize our investor materials, develop pro forma financials, and guide us through strategic planning as we scale. About Us: Our parent company, 12 Fountains Inc., owns multiple divisions...

Job Type: Hourly: $47.00 - $125.00

Investment Strategy Financial Projection Financial Analysis Financial Planning Company Valuation

We are building a financial planning webapp for the USA that allows user to provide information about their finances (income, expenses, savings etc) and their goals. The app then outputs their financial plan instantly. We have already built a financial model that projects a person’s lifetime income and net worth. We want a tax expert to review our model and check if the existing tax calculations a...

Job Type: Hourly: $30.00 - $150.00

CPA Tax Law Accounting Tax Preparation Financial Planning