Hire remote financial modeling consultants near Dallas or in a similar time zone
Kevin Roberts
Freelance Financial Modeling Consultant
Over the last 20+ years, Kevin has closed 46 M&A deals totaling several billion in value. He started his career at leading investment banks—Bank of America and Merrill Lynch—and respected private equity firms—Trinity Hunt—advising clients ranging from $1-billion companies to startups and investment firms to family offices. Kevin joined Toptal mainly to leverage his capabilities in M&A and strategic finance, aiming at helping talented entrepreneurs and investors achieve their growth objectives.
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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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Jason McClain
Freelance Financial Modeling Consultant
A Wharton MBA and former CFO, Jason has executed over $3 billion in transactions as a Goldman Sachs and boutique investment banker. He joined Toptal because of the variety of challenging finance and accounting projects. He has worked with Fortune 500, middle-market, early-stage, and non-profit organizations across a wide range of industries. Previously, Jason was a Marine Corps aviator operating the F/A-18 fighter aircraft and holding a Top Secret security clearance.
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Brandon Pearlman
Freelance Financial Modeling Consultant
Brandon is a technology executive with 18+ years of experience, including working as a management consultant for the Global 1000. He has successfully founded and exited his startup and executed a GTM strategy that yielded an ARR of $20 million in year 1—and a projected $200 million in year 2. Brandon expertly helps accelerate early and growth-stage companies, identifying sustainable growth opportunities and enabling informed decisions with in-depth analysis.
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William Yeatts
Freelance Financial Modeling Consultant
William has in-depth experience in strategic finance, including M&A, corporate finance advisory, FP&A, treasury, and public company investor relations. His expertise spans small teams working on targeted projects to large teams tackling tactical, enterprise-level processes. William has led teams, managed reviews, and completed multiple acquisitions in digital IT services and cybersecurity. He has a passion for numbers and leverages financial decision-making to guide business leaders.
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Carol Kraemer
Freelance Financial Modeling Consultant
Carol advised in the sale of a global multi-billion dollar energy company and served as a sub-segment controller/CFO for Siemens. She helps companies grow through acquisitions, fundraising, and strategic advisory. Carol has built some of the most sophisticated financial models for high-tech startups as well as large corporations and infrastructure projects. Freelancing allows her to broaden her industry focus while working with very driven CEOs.
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Curtis H Short
Freelance Financial Modeling Consultant
Curt has 30+ years of experience spanning large, mid-size, and small companies—private equity and public, for-profit, and not-for-profit (NFP)—specializing in process improvement. He has successfully led three sell-side M&A transactions and negotiated and implemented a 3-party transitional services agreement. Curt is a CPA with an MBA who loves learning new businesses and looks forward to driving client business success, leveraging his extensive background.
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Azad Ur Rahman
Freelance Financial Modeling Consultant
Azad is a former Deloitte strategy and operations consultant with experience leading large strategic and transformational programs for Fortune 500 clients. Upon leaving Deloitte in 2017, Azad founded Alana Consulting. He leads a team there to deliver projects in cost reduction, margin improvement, spend management, supply chain analytics, post-merger integration support, value capture, and program management, including M&A integration, technology implementation, and more.
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Joseph Valentic
Freelance Financial Modeling Consultant
Joe has 30+ years of middle-market financial services experience as an investment banker, CFO/COO, strategy consultant, public accountant, banker, and board leader. He excels with strategic planning, fractional CFO, pitch deck creation, fundraising, FP&A, M&A due diligence, and research. Joe helps businesses achieve their growth goals by integrating strategy, fractional executive services, financial planning, and capital placement services.
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Don Miller
Freelance Financial Modeling Consultant
Don is a strategic and relationship-driven servant leader with over 15 years of experience in finance, HR, operations, strategy development and execution, business transformation, and process improvement.
 He has demonstrated success in building teams and systems to help organizations adapt to changing circumstances, scale sustainably, advance their missions, and live their values.Â
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Ashraf Heleka
Freelance Financial Modeling Consultant
Ashraf is a strategy expert with over 12 years of experience in management consulting, investment banking, and strategy roles at startups. He has four years of experience in strategy and operations at early-stage startups, where he helped drive growth. Before that, he was a consultant at McKinsey, focusing on digital transformation and strategy. Ashraf freelances to drive impact for his clients and continue honing his craft.
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