Hire remote financial modeling consultants near Calgary or in a similar time zone
James Costello
Freelance Financial Modeling Consultant
A chartered accountant with 20 years of experience in hotels, casinos, real estate and emerging technologies, James has successfully completed a $4.5 billion real estate joint venture and has provided strategic corporate and governance work, resulting in over $15 billion in transactions. Now freelancing, he enjoys helping entrepreneurial companies plan for strategic growth, capital raises, corporate finance, and M&A transactions.
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Jon Olsen
Freelance Financial Modeling Consultant
Jon is a dynamic leader, professional, and multi-field expert. He's passionate about finding solutions to problems and focusing on ones that others have deemed unsolvable. He grasps concepts quickly and enjoys expanding his areas of expertise with each new project. Jon enjoys freelancing as it provides him with a means to establish long-lasting relationships with clients both by providing top-notch services and expertise and becoming an integral personality within their team.
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Cheryne Lowe
Freelance Financial Modeling Consultant
Cheryne has been a trusted finance executive since 2010, providing CFO, accounting, and finance consulting services. Her expertise includes budgeting and forecasting with straightforward scenario analysis to inform optimal business decisions. In addition to demonstrated success in managing and streamlining accounting and finance functions, particularly in oil and gas, Cheryne has extensive experience and has played a crucial role in raising bank debt and equity, M&A, and dispositions.
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James Premkumar
Freelance Financial Modeling Consultant
As a private equity professional, James led $2+ billion in investments in numerous early and late-stage energy and energy technology companies. Subsequently, he served as the VP of Finance for a multi-billion dollar LNG project development, raising more than $200 million of seed capital. As a freelancer, James develops projects and companies from concept to monetization events and helps to formulate financing strategies.
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Philip Bonardelli
Freelance Financial Modeling Consultant
Philip is an experienced financial consultant with keen quantitative and analytical skills. At BellSouth Peru, he developed the first strategic plan with scorecard indicators and implemented the first instance of competitive fixed telephony. At The News Group, he set up a deal governance process, bringing together the sales and finance organizations to present and approve profitable deals while the company doubled in sales to $1 billion.
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Jerod Ayres
Freelance Financial Modeling Consultant
As an M&A transaction services associate, Jerod saved a buy-side institutional client £3 million by correctly modeling normalized working capital of their £400 million target. Over his 13 year career as a CPA and CFA charter holder, Jerod has excelled at helping executive decision-makers harness the value underlying their businesses. He enjoys working with a diverse client base from the backdrop of the west coast.
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Trevor Davis
Freelance Financial Modeling Consultant
Trevor is an experienced entrepreneur and banker with a background in business plan development, financial modeling, M&A, capital raising, and business valuation. He has worked and advised clients across many industries. Trevor has worked on over $5 billion of M&A and financing transactions and has advised clients ranging from early-stage startups to multi-billion dollar businesses.
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Jim Laird
Freelance Financial Modeling Consultant
Jim has managed investments for one of Canada's largest venture firms, founded and successfully exited a large entertainment software company, and has sat on more than 20 private, public, and non-profit boards. He is a 20-year corporate finance veteran and fractional CFO who is passionate about helping companies get to the next level by improving their operations, assisting with debt and equity capital raises, and executing M&A transactions.
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Filipe Durand
Freelance Financial Modeling Consultant
Filipe is a seasoned finance professional who has contributed to $5+ billion in debt transactions over multiple sectors from telecom and industrials to oil and gas. He has also co-founded an investment firm and grew it to $500 million in assets under management. He currently freelances to help companies to deal with balance sheet challenges and investors to evaluate complex private investments.
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Ben Liang
Freelance Financial Modeling Consultant
Ben is an M&A professional with experience in both investment banking (Morgan Stanley & Lazard) and corporate buy-side (CTC) capacities. He has enjoyed analyzing companies and advising executives across a diverse set of industries. He worked on the company's largest and most complex consumer and retail acquisitions at CTC, totaling nearly $1 billion alone. Ben joined Toptal to work within a more direct and entrepreneurial setting with an even wider range of companies.
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Alan Man
Freelance Financial Modeling Consultant
Alan has spent the last 10+ years advising and working with pre-seed to post-Series B firms. His experience includes operating as CFO for companies as they scale and raise capital for growth. He has supported acquisitions, new product launches, and IPO transactions. Alan is a seasoned problem solver and data-driven decision-maker with expert facilitation skills.
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