Hire Freelance Chartered Financial Analysts (CFA)
Sameer Bakhru, CFA
Freelance Chartered Financial Analyst (CFA)
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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Omni.ai
Kyle Wade
Freelance Chartered Financial Analyst (CFA)
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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Wade Strategy, LLC
Alex Graham, CFA
Freelance Chartered Financial Analyst (CFA)
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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Flywheel Visions Ltd
Kevin Kilroy
Freelance Chartered Financial Analyst (CFA)
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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Linde Americas (North and South America)
Rogier Roumen
Freelance Chartered Financial Analyst (CFA)
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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Roumen Finance Advisory
Erik Wissig
Freelance Chartered Financial Analyst (CFA)
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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JLR Partners, Inc.
Neil Portus | CFA, CMA
Freelance Chartered Financial Analyst (CFA)
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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Unity Development Group
Sean Robinson, CFA
Freelance Chartered Financial Analyst (CFA)
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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American Express
Sean Kae Siang Lim
Freelance Chartered Financial Analyst (CFA)
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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Hampton Capital
David Beasley
Freelance Chartered Financial Analyst (CFA)
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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Sentry Investments — CI Global Asset Management
Kevin Rourke
Freelance Chartered Financial Analyst (CFA)
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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Highland Capital Management, LP
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