Hire the Top 3% of Freelance Chartered Financial Analysts (CFA)

Toptal is a marketplace for top CFA charterholders, specialists, and talent. Each Toptal Chartered Financial Analyst (CFA) is thoroughly vetted and trusted by top companies for their most critical finance-related projects.

No-Risk Trial, Pay Only If Satisfied.

Clients Rate Toptal Chartered Financial Analysts (CFA)4.6 / 5.0on average across 840 reviews as of May 18, 2024

Hire Freelance Chartered Financial Analysts (CFA)

Kyle Wade

Freelance Chartered Financial Analyst (CFA)
United StatesToptal Member Since April 24, 2019

Kyle's been involved in more than 65 M&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&A group of a $1B tech company and a $700M investment fund. As a consultant, he enjoys taking clients to the next level with strategic insight, accurate modeling, and capital advisory. He's helped energy, tech, industrial, transport, and retail companies evaluate strategic decisions and succeed.

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Previously at

Wade Strategy, LLC

Jan Sporina, CFA

Freelance Chartered Financial Analyst (CFA)
CanadaToptal Member Since March 22, 2022

Jan is an experienced analyst, consultant, and corporate affairs professional with 12 years of experience in the government and business sectors of North America and Europe. Jan brings to projects a proven track record of delivering tangible results through rigorous analysis, effective communication, and results-oriented project management. He is proficient in financial and economic analysis with extensive experience in market research, pricing strategy, and regulatory and fiscal affairs.

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Previously at

City of Calgary, AB

Sean Kae Siang Lim

Freelance Chartered Financial Analyst (CFA)
AustraliaToptal Member Since May 7, 2019

As a skilled CFA charterholder, Sean specializes in commercial modeling and growth strategy for startups and corporate innovations. With over five years of experience working in venture capitals, accelerators, and CVC, he has helped 20+ startups to develop their growth strategies, business plans, and financial models. Currently, Sean is working with the largest insurer in Australia to create an incubation ecosystem for insurtech, which includes industry, VC, academic, and government sectors.

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Previously at

Firemark Collective

Rogier Roumen

Freelance Chartered Financial Analyst (CFA)
NetherlandsToptal Member Since October 31, 2018

Rogier is a seasoned finance expert who has worked for 100+ clients including startups such as Rocket Internet and corporations such as Heineken, Akzo Nobel, and Veon. He leverages his valuation, investment, FP&A, and accounting skills to solve pressing financial problems and enable actionable investment decisions. Freelancing gives him the flexibility to drive high-quality outcomes for clients across industries.

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Previously at

Roumen Finance Advisory

Saso Puksic

Freelance Chartered Financial Analyst (CFA)
United KingdomToptal Member Since October 25, 2021

Saso has worked over 20 years with entrepreneurs and corporations (software or high-tech manufacturing), helping them grow and expand into new businesses, restructure, and become the best in the class by leveraging his interdisciplinary skillset across finance, process improvement, engineering, and coding. During the 14 years working with Renishaw, he also met and helped many fascinating clients (Universal Robots, Intuitive Surgical, and Quadrofoil) and enjoys freelancing to help even more.

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Previously at

Bouygues Energies & Services

Kevin Kilroy

Freelance Chartered Financial Analyst (CFA)
United StatesToptal Member Since November 1, 2017

Over his 20+ year career, Kevin has helped world-class companies, including AT&T, E&Y, Linde, and Covanta drive growth through acquisitions and new ventures. He has extensive operational finance experience ($2.5 billion in revenues at Linde America) managing financial planning, budgeting, analysis, and reporting. He joined Toptal to work on challenging projects involving M&A, financial modeling, and business plans alongside his other endeavors.

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Previously at

Covanta

Erik Wissig

Freelance Chartered Financial Analyst (CFA)
United StatesToptal Member Since January 19, 2018

As a CFO, investment banker, and CFA charterholder, Erik is the founding finance executive of Hixme, where he led three rounds of venture capital funding for $26 million (Kleiner Perkins, Propel Ventures, Transamerica Ventures). He enjoys advising management teams and company boards across multiple sectors. His 20 years of experience spans M&A, corporate finance, and valuation (Duff & Phelps) as well as executive management and operations.

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Previously at

JLR Partners, Inc.

Neil Portus | CFA, CMA

Freelance Chartered Financial Analyst (CFA)
United StatesToptal Member Since March 17, 2017

Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.

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Previously at

Unity Development Group

Sean Robinson, CFA

Freelance Chartered Financial Analyst (CFA)
United StatesToptal Member Since December 12, 2018

An MBA and CFA Charterholder, Sean has led the investment analysis and deal structuring of co-branded partnership deals, strategic alliances, new products and ventures at American Express. He has 10 years of financial services experience and has led teams based in New York, London, Sydney, and Jamaica. He enjoys freelancing because it allows him to work on challenging projects that keep him sharp and drive meaningful results for clients.

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Previously at

American Express

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Toptal's screening and matching process ensures exceptional talent are matched to your precise needs.

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Testimonials
Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari

CEO

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick

COO

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay

Founder / CEO

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek

CEO

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek

CEO

How to Hire Chartered Financial Analysts (CFA) Through Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work with you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Chartered Financial Analyst (CFA) for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Chartered Financial Analyst (CFA) for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

FAQs

  • How are Toptal Chartered Financial Analysts (CFA) different?

    At Toptal, we thoroughly screen our Chartered Financial Analysts (CFA) to ensure we only match you with talent of the highest caliber. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You’ll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs.

  • Can I hire Chartered Financial Analysts (CFA) in less than 48 hours through Toptal?

    Depending on availability and how fast you can progress, you could start working with a Chartered Financial Analyst (CFA) within 48 hours of signing up.

  • What is the no-risk trial period for Toptal Chartered Financial Analysts (CFA)?

    We make sure that each engagement between you and your Chartered Financial Analyst (CFA) begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you’re completely satisfied with the results, we’ll bill you for the time and continue the engagement for as long as you’d like. If you’re not completely satisfied, you won’t be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial.

Tap Into World-Class Talent

  • Trusted Experts Only

    Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Scale as Needed

    Hire talent within 48 hours and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Featured Toptal Chartered Financial Analyst (CFA) Publications

Top Chartered Financial Analysts (CFA) Are in High Demand.

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