Hire remote financial modeling consultants near Chicago or in a similar time zone
Terry Ward
Freelance Financial Modeling Consultant
Terry is the founder of Fulton Advisory, an outsourced CFO & Accounting Services provider for small businesses and growth-stage startups. Terry leads a team of five at Fulton Advisory, where they act as a complete outsourced function for all finance and accounting responsibilities for their clients. They take an operational approach while keeping each founder's specific exit goals in mind in crafting the appropriate financing and reporting strategy.
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Chaz Bauer
Freelance Financial Modeling Consultant
Chaz is the lead of business development for Beaumont Health, the largest health system in Michigan, with responsibility for system-wide M&A, joint ventures, and other strategic initiatives. His previous experience includes a regional CFO role with Surgical Care Affiliates, a leading ambulatory surgery center platform, as an investment professional at H.I.G. Capital, a global private equity investment firm, and an investment banker at Houlihan Lokey.
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Reena George
Freelance Financial Modeling Consultant
Reena is an accomplished CEO and founder with extensive experience in startups and management consulting. She is a visionary strategist executing successful go-to-market plans for innovative digital products. As the founder of TotShelf, she launched a digital product in over 60 countries on the App Store. At Deloitte, she built go-to-market plans, led product management teams, and oversaw M&A assessments, resulting in significant cost savings and revenue growth for clients in the multi-millions.
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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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Dan McEldowney
Freelance Financial Modeling Consultant
Leveraging an engineering background with more than eight years of financial consulting experience, Dan has delivered actionable insights for clients ranging from startups to Fortune 500 companies on over 100 engagements. His expertise includes financial planning & analysis, valuation, market research, due diligence, and project management, among others. Dan enjoys freelancing as it affords the opportunity to provide high-quality work product on a variety of interesting projects.
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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 $70 million in growth capital, and helped a company expand internationally and scale 5x in three years. Ed enjoys helping fix businesses and operating and financial challenges that prevent clients from reaching their potential.
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Rich Smolen
Freelance Financial Modeling Consultant
Rich, an experienced CFO, has led $500 million in fundraising for three private equity-backed companies and helped sell two of the businesses. His engaging style and desire to learn is fueled by meeting people via freelancing. An expert in the financial services, telecommunications, and technology sectors, Rich has partnered with CEOs, investors, and lenders of companies ranging from early-stage startups to entities with $250+ million in revenue.
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Noman Tahir
Freelance Financial Modeling Consultant
Noman is an MBA and CPA qualified professional with over 15 years of experience. He's a dependable and focused professional with strong interpersonal, communication, problem-solving, and leadership skills. Noman specializes in forecasting, annual operating plans, sales planning, financial analysis to support strategic goals, close periods, internal controls, and internal audits.
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Lori Moser
Freelance Financial Modeling Consultant
Lori is an experienced finance expert who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.
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David Bradshaw
Freelance Financial Modeling Consultant
David has modeled multiple successful asset acquisitions and development projections from $5 million to $100 million. His primary industry expertise is in real estate, but he is also experienced in a variety of industries, including restaurants, spas, wellness centers, cable TV, medical, and manufacturing businesses, to name a few. His freelance focus is on financial projections for acquisition, startup pro forma, and operational projections.
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Kuk Yi
Freelance Financial Modeling Consultant
Kuk is a strategic financial leader with in-depth experience working across the spectrum of value creation ranging from innovation to partnership and business development, M&A, and strategic enterprise initiatives. Kuk's created new internal capabilities by founding M&A/corporate development and venture investment teams. Although not a technologist, Kuk has a deep understanding and appreciation of the technology ecosystem and has led analytics and technology teams during his career as a result.
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