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.

Hire Freelance Chartered Financial Analysts (CFA)

Sameer Bakhru, CFA

Freelance Chartered Financial Analyst (CFA)

IndiaToptal Member Since February 12, 2019

As a business and finance consultant, Sameer has led a $100 million franchise partnership for a global youth brand in Asia. His experience includes fundraising, business strategy, asset sales, corporate finance, and M&A. Sameer has worked with billionaires, private equity firms, and family offices, which provided him with unique insights on investor mindsets. Sameer joined Toptal to creatively add value to a variety of businesses.

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Chartered Financial Analyst (CFA)Three Statement Operating ModelInterim CFOFinancial ModelingFundraising ConsultantFundraisingFinancial Planning & Analysis (FP&A)ValuationVenture CapitalBlockchainReal Estate

Previously at


Kyle Wade

Freelance Chartered Financial Analyst (CFA)

United StatesToptal Member Since November 20, 2017

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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Chartered Financial Analyst (CFA)Three Statement Operating ModelFinancial Planning & Analysis (FP&A)ValuationMergers & Acquisitions (M&A)Equity ResearchInvestment ManagerFinancial Investment ConsultantFX Consultant

Previously at

Wade Strategy, LLC

Alex Graham, CFA

Freelance Chartered Financial Analyst (CFA)

United KingdomToptal Member Since December 17, 2016

Combining technical modeling acumen with strategy consulting dexterity, Alex excels in assisting clients in understanding future opportunities and how to seize them. His career has spanned diverse roles from the UK to Colombia, fostering a flexible and creative mindset during remote engagements. Alex has received critical acclaim for his market sizing and sector research expertise and has worked with over 20 PE/VC funds, with $3+ billion of AUM, across six continents.

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Chartered Financial Analyst (CFA)ValuationVenture CapitalPrivate EquityComparable Company AnalysisFinancial Planning & Analysis (FP&A)FundraisingThree Statement Operating ModelMarket ResearchFinancial ModelingBlockchainMarket SizingBlockchain Consultant

Previously at

Flywheel Visions Ltd

Kevin Kilroy

Freelance Chartered Financial Analyst (CFA)

United StatesToptal Member Since October 29, 2017

Over his 20+ year career, Kevin has helped world-class companies including AT&T and E&Y 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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Chartered Financial Analyst (CFA)Financial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating Model

Previously at

Linde Americas (North and South America)

Rogier Roumen

Freelance Chartered Financial Analyst (CFA)

NetherlandsToptal Member Since September 5, 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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Chartered Financial Analyst (CFA)ValuationThree Statement Operating Model

Previously at

Roumen Finance Advisory

Erik Wissig

Freelance Chartered Financial Analyst (CFA)

United StatesToptal Member Since January 15, 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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Chartered Financial Analyst (CFA)Mergers & Acquisitions (M&A)Financial ModelingValuationVenture CapitalThree Statement Operating ModelFinancial Planning & Analysis (FP&A)

Previously at

JLR Partners, Inc.

Neil Portus | CFA, CMA

Freelance Chartered Financial Analyst (CFA)

United StatesToptal Member Since March 16, 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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Chartered Financial Analyst (CFA)Financial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating ModelEquity ResearchPrivate EquityFundraisingValuationComparable Company AnalysisVenture CapitalInterim CFOVirtual CFOFractional CFO

Previously at

Unity Development Group

Sean Robinson, CFA

Freelance Chartered Financial Analyst (CFA)

United StatesToptal Member Since April 28, 2017

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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Chartered Financial Analyst (CFA)Financial ModelingThree Statement Operating ModelFinancial Planning & Analysis (FP&A)

Previously at

American Express

Sean Kae Siang Lim

Freelance Chartered Financial Analyst (CFA)

AustraliaToptal Member Since February 6, 2019

A CFA charterholder with more than nine years of experience in listed and unlisted equities, Sean's worked with many startups across Asia-Pacific ranging from seed to series A stages and consulted on strategies, financial planning, and equity transactions. Fluent in Chinese, he is currently working at a venture capital firm that invests in Asia-Pacific and enjoys freelancing to help clients solve complex problems and grow their businesses.

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Chartered Financial Analyst (CFA)Three Statement Operating ModelFinancial ModelingVenture Capital

Previously at

Hampton Capital

David Beasley

Freelance Chartered Financial Analyst (CFA)

CanadaToptal Member Since December 5, 2017

David is a multidisciplinary analyst with extensive experience in fundamental and quantitative equity research and trading/investment strategy. This diverse skill set has helped him consistently identify alpha-generating market opportunities for his investment management partners and clients over his 10+ year career in capital markets.

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Chartered Financial Analyst (CFA)Financial ModelingEquity ResearchFinancial Planning & Analysis (FP&A)Three Statement Operating Model

Previously at

Sentry Investments — CI Global Asset Management

Kevin Rourke

Freelance Chartered Financial Analyst (CFA)

United StatesToptal Member Since February 1, 2019

Kevin led a six-person team in successfully managing a $5 billion credit investment portfolio through the global credit crisis and recovery. As an investor and restructuring advisor, he has collaborated with numerous companies in the airline, media, and gaming industries to accomplish successful financial restructurings. As a freelancer, he enjoys helping clients navigate urgent, transformative strategic challenges and opportunities.

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Chartered Financial Analyst (CFA)

Previously at

Highland Capital Management, LP

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Toptal in the press

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients
Building a cross-platform app to be used worldwide
Thierry Jakicevic
Building a cross-platform app to be used worldwide

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

Budder, Inc.

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

Student Loan Benefits, Inc. dba Vault

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

Veterans Rideshare

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

Veterans Rideshare

Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed.

Naushad Parpia, Founder and CEO


I was very impressed with the quality of finance talent in Toptal’s network. Our expert's experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. I've already recommended Toptal Finance to my network.

Naushad Parpia, Founder and CEO


How to Hire Chartered Financial Analysts (CFA) through Toptal


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.

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.

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.


  • 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 100,000 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. Start now.

  • 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. Start now.

  • 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. Start now.

Tap Into World-Class Talent

  • 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

    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

    Hire in under 2 weeks and scale your team up or down as needed, no strings attached.

  • 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

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

  • Expert Talent Matching

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

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

Start Hiring