Hire remote financial modeling consultants near Chicago or in a similar time zone
Kyle Wade
Freelance Financial Modeling Consultant
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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Wyatt McCallum
Freelance Financial Modeling Consultant
Wyatt has executed numerous M&A transactions and debt/equity investments while working at a leading Wall Street investment bank (Houlihan Lokey) and a private equity firm (Sun Capital Partners). He is an award-winning private equity investor and startup consultant who enjoys advising clients on complex capital raising, M&A, corporate finance, and venture capital projects and transactions. Wyatt is a Northwestern University graduate with an MBA from the University of Chicago.
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Richard Taveras
Freelance Financial Modeling Consultant
Richard is a highly technical former investment banking VP (Greenhill & Co./Bank of America Merrill Lynch) with experience in over $15 billion in M&A, debt, and equity transactions for multi-national corporations. Prior to banking, he was the head of technology at an interest rate derivatives fintech start-up and a forex analyst at Barclays Capital. He has worked at companies large and small, and joined the Toptal network to work on projects that can benefit from his well-rounded skill set.
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Ed Carse
Freelance Financial Modeling Consultant
Ed is an experienced entrepreneur, growth-company CFO, and investment banker with a background in many industries, including technology, media, finance, and business services. He has launched several companies, raised over $50 million in growth capital, and helped a company expand internationally and scale 5x in three years. Ed enjoys helping fix business, operating, and financial challenges that prevent clients from reaching their potential.
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Aaron Chockla
Freelance Financial Modeling Consultant
An award-winning entrepreneur and active venture capital investor, Aaron enjoys freelancing to leverage broad expertise in business (MBA–Kellogg), law (JD—Northwestern University Pritzker School of Law), and science and engineering (Ph.D.—University of Texas at Austin) to help companies raise capital, scale operations, and develop marketing and corporate strategy.
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Kapil Kalokhe
Freelance Financial Modeling Consultant
Kapil has more than 13 years of finance experience in investment banking and corporate finance roles. He has managed P&Ls of $250 million+ revenue companies and is proficient in using data analytics to make strategic decisions. Kapil joined the Toptal network to work on interesting projects and interact with cross-functional teams in a variety of industries such as consumer products, eCommerce, and technology (SaaS).
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Kathy Lai
Freelance Financial Modeling Consultant
Prior to freelancing, Kathy was a director at a middle market investment bank where she spent six years advising companies on M&A transactions. Her responsibilities included preparing companies for sale, drafting investor materials, conducting financial analyses, contacting potential acquirers, facilitating due diligence, and negotiating deal terms. Kathy became a freelancer to obtain greater flexibility and work-life balance.
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David Turney
Freelance Financial Modeling Consultant
At Duff & Phelps, David has managed valuation engagements involving transactions greater than $1.5 billion for publicly traded companies in the industrial products and chemicals industries. He has extensive experience working with the senior management of Fortune 500 companies in various industries. Freelancing allows him to leverage his skills and experience to assist clients with complex and unique projects.
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Suk Shah
Freelance Financial Modeling Consultant
Suk's spent the last four years as the global CFO of Avant—the fastest growing digital lending platform in the US—helping the company raise over $3 billion in debt and equity. His experience in global financial services includes a decade of executive leadership at GE and HSBC. As a freelancer, Suk enjoys helping other specialty finance-and-tech companies execute capital raises, solve complex problems and support key strategic initiatives.
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Andrew Adams
Freelance Financial Modeling Consultant
Andrew has executed M&A and capital raises for companies ranging from startups to Fortune 50. A Wharton MBA, Andrew has experience in investment banking (J.P. Morgan), consulting (Bain), and private equity (Lake Capital), where he has led teams through the full M&A process from valuation and due diligence to post-acquisition integration and value creation. Andrew freelances to help his clients maximize value.
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