Hire Freelance Chartered Financial Analysts (CFA)
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
Saso Puksic
Freelance Chartered Financial Analyst (CFA)
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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planarTECH Distribution Ltd
Jan Sporina, CFA
Freelance Chartered Financial Analyst (CFA)
Jan is a CFA charterholder, 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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City of Calgary, AB
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
Sameer Bakhru, CFA
Freelance Chartered Financial Analyst (CFA)
Sameer has led a $100 million franchise partnership. He is a blockchain expert, having worked with crypto startups from social media apps to NFT platforms and P2E games. His experience includes fundraising, tokenomics, whitepapers business strategy, asset sales, corporate finance, and M&A. Sameer has worked with billionaires, private equity firms, and family offices, providing unique insights into investor mindsets. Sameer joined Toptal to add value to a variety of businesses creatively.
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Pan Venture Consultants
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)
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
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