Hire remote financial modeling consultants near Boston or in a similar time zone
Andy Vietor
Freelance Financial Modeling Consultant
Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.
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Travis Borden
Freelance Financial Modeling Consultant
Travis was part of the founding team at Moelis & Co., a $2.5 billion global investment bank, and has 18 years of experience advising clients on $40+ billion of M&A, capital raising, and restructuring transactions. In 2015, he founded a socially responsible advisory firm, Keene Advisors, named "Best for the World" 2017-2019. Travis joined Toptal to expand his network and share his expertise advising companies from startups to Fortune 500 firms.
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Will Chavey
Freelance Financial Modeling Consultant
A Harvard MBA candidate and Rhodes Finalist, Will was an executive at YC-backed startup CarDash and on the corporate development team for Santander, working with senior leaders to execute transactions up to $1 billion. At CarDash, he guided product releases and scaled customer service while helping raise funds from Index Ventures. An operationally focused finance expert, Will delivers strategic finance advice and M&A guidance to Toptal clients.
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Jim Budney
Freelance Financial Modeling Consultant
A highly accomplished and versatile finance professional, Jim worked on finance teams of top investment banks (Citigroup, Merrill Lynch), optimized returns of a $12 billion AUM hedge fund (Point 72), lead 12 surgery centers as CFO and executed over $25 million in M&A transactions in 2019. He joined Toptal to help advise clients on complex M&A, corporate finance, and VC transactions.
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Ken Pulido
Freelance Financial Modeling Consultant
Ken has 20 years of finance and operations experience working for early-stage firms and large corporations where he led transactions totaling more than $1 billion in aggregate deal value. As the CFO at his last startup, Ken helped drive more than 200% year-over-year revenue growth and raised $46 million of equity. He freelances to leverage his CFO experience to help companies manage growth and scale profitably.
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Robert Yu
Freelance Financial Modeling Consultant
A Harvard graduate, Robert is an entrepreneur with deep experience across principal investing ($6 billion portfolio), equity research, fundraising, marketing, and operations, from leading firms such as Wells Fargo and KeyBanc. He brings pragmatism and perspective to every engagement and enjoys freelancing to help clients across markets caps and industries on M&A, corporate finance, capital raising, and private equity transactions.
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Herbert Quan
Freelance Financial Modeling Consultant
An investment professional with a 15-year career in finance, Herbert has sourced and closed some of the most attractive deals in the energy private equity space exceeding over $2 billion of transactions, including the LDH Energy Asset Holdings and Dynegy Roseton investments. He joined Toptal to leverage his expertise and help clients with M&A, capital raising, and financial planning.
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Bill Light
Freelance Financial Modeling Consultant
Bill has evaluated and sourced long and short investments at Lakewood Capital (hedge fund with $5 billion under management) and Harvard Management Company (endowment with $35 billion under management). Prior to his investing career, he advised on M&A transactions at Evercore Partners. As a freelancer, he enjoys working with both investors and entrepreneurs across a wide spectrum of industries in public and private markets.
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Denis Cranstoun
Freelance Financial Modeling Consultant
A Finance MBA graduate with honors from NYU Stern, Denis spent 10 years in investment banking in the technology, media, and marketing sectors, executing $4 billion of capital and M&A transactions at Credit Suisse, middle-market M&A deals, and early-stage financings at various boutiques. Denis joined Toptal to help clients with financial strategy, valuation, fundraising, and M&A while advising software startups and mentoring at Sports Tech Tokyo.
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Andy Li
Freelance Financial Modeling Consultant
Andy is a seasoned finance executive who has completed over $50 billion of venture capital, private equity, and M&A transactions for leading Wall Street firms (KKR and Centerview). He has worked on landmark transactions in the consumer, TMT, and healthcare sectors such as News Corp's spin-off of Fox. He is passionate about helping clients achieve their full potential and enjoys freelancing on fundraising, M&A, and corporate finance projects.
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Amit Thakur
Freelance Financial Modeling Consultant
Amit is a highly successful, and sought-out financial advisor in M&A, debt and equity raising, and strategic finance deals totaling $35 billion. He established Standard Chartered's U.S. M&A business, and led Morgan Stanley's Indian FIG group, advising and mentoring companies, ranging from startups to MNCs, globally. Amit now independently advises a broad spectrum of clients on critical financial and business development initiatives.
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