Hire remote financial modeling consultants near Boston or in a similar time zone
Stephen Kelly
Freelance Financial Modeling Consultant
With 20 years of experience working with family offices, institutional and entrepreneurial private equity funds, and consulting Big Four accounting firms, Stephen brings unique insights into the variety of investor mindsets. He freelances to help startups and established investors determine ideal investment, asset management, and fundraising strategies. As a senior executive, he has advised on multi-billion mergers, equity raises exceeding $2 billion, and transactions totaling over $5 billion.
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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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Kelvin Jiang, CFA
Freelance Financial Modeling Consultant
Kelvin is an investment partner with 13 years of experience in institutional investing, private equity, and investment banking. He specializes in fundraising, M&A, and investment analysis in technology sectors. Kelvin has analyzed over 400 companies, deployed over $3 billion of capital, and generated a 20% IRR throughout his career.
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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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Javier Argüello-Ordoñez
Freelance Financial Modeling Consultant
Javier is a multilingual finance professional with a technology background. His expertise includes corporate development, BI, M&A, financial modeling, market research, investments, data science, entrepreneurship, fundraising, fixed income, and derivatives. Javier advised on a $968 million Troubled Asset Relief Program repayment with J.P. Morgan and modeled 60 company debt portfolios of ~$125 billion nominal value across industries utilizing Factiva, Factset, Capital IQ, and Bloomberg.
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Mike Taetzsch
Freelance Financial Modeling Consultant
Mike led the integration for the spin-out of a >$1 billion joint venture and the successful onboarding of two acquisitions, in addition to having directed financial planning for manufacturing, business units, international sales, and new programs. He finds that freelancing allows him to employ his deep experience in financial planning and operations for clients that can benefit most. Having worked in large multinationals and new startups, Mike understands what it takes to build a business.
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Scott Herckis, CPA
Freelance Financial Modeling Consultant
Scott has 25+ years of experience in the finance and accounting industry. He started his own outsourced CFO and CPA practice in 2009 and now serves an array of clients in various industries throughout the United States. Scott provides custom on-call CFO services, such as building financial models, business strategy with C-suite executives, assisting with capital raises, financial statement preparation and analysis, and tax services, including income, sales, and property tax returns.
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Erik Warren
Freelance Financial Modeling Consultant
Erik's built and managed finance functions for global companies, with responsibilities ranging from reporting to managing capital raises for $200+ million infrastructure projects. As a freelancer, he can apply his broad set of financial skills to the challenges growing companies face. He has significant experience with mid-tier companies seeking to apply finance best practices, M&A due diligence and ready themselves for financing.
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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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