Hire remote financial modeling consultants near Dallas or in a similar time zone
Aaron Handler
Freelance Financial Modeling Consultant
Aaron is an experienced private equity professional whose leadership and strategic assessments have enabled companies to exceed forecasts and remain profitable despite tough economic climates. He identified a unique opportunity in the durable medical equipment space, recruited management, acquired and opened new locations, grew top and bottom lines, and exited the investment for a significant return on capital. Aaron enjoys a collaborative environment and is driven by values and purpose.
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Jake Luerkens
Freelance Financial Modeling Consultant
Jake is a finance and strategy consultant with experience in investment banking, private equity, and corporate development at the VP level. He is an expert in financial modeling, debt and equity capital raising, M&A with 15+ transactions executed, operations, and strategy. Jake has extensive experience working with companies of varying sizes, from early-stage startups to large multinationals, across many industries such as consumer, manufacturing, industrial services, and technology.
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Jaime Jimenez
Freelance Financial Modeling Consultant
A finance leader and entrepreneur, Jaime recently co-founded White Hat Consultores, a cybersecurity company. Prior to this venture, he deployed over $1 billion in investments and transactions while working at private equity group Highland Capital and public corporations Alcon Labs and Adeptus Health. As a freelancer, he currently leads fundraising efforts, growth, and organizational strategy as the CFO of hi-tech start-up Schokgear.com.
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Dev Penn
Freelance Financial Modeling Consultant
Dev is an Eagle Scout and CFA charterholder who seeks to make a significant impact. His goal is to help firms find, grow, and scale over $1 billion in opportunities. Dev's past experiences include working for two billionaires and more than ten years of acting as a strategic executive at blue-chip firms in VC, PE, and investments. He's also experienced as a fractional CFO and acts as a strategist, banker, marketer, and investor rolled into one person.
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Baruch Esparza
Freelance Financial Modeling Consultant
Baruch is an accomplished finance and strategy executive with 20+ years of experience leading cross-functional teams. He led deal teams that executed more than $5 billion in both buy-side and sell-side M&A transactions for multiple fortune 500 companies. Baruch also has immense experience in post-transaction integration and corporate restructuring. Consulting provides him with the opportunity to leverage his expertise to help clients grow and increase profitability, while meeting new people.
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Patricio Gerardo Sanchez
Freelance Financial Modeling Consultant
Patricio has 30+ years of finance experience and has participated in debt and M&A deals with firms including Heineken, Coca-Cola, Ecolab, JP Morgan, and UBS. He possesses financial leadership experience in manufacturing (Bexel) as well as food & beverage, retail, packaging, and logistics (FEMSA, NYSE: FMX). Freelancing allows him to leverage his expertise in areas such as FP&A, M&A, and project valuation to maximize value for clients.
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Scott Muckleroy
Freelance Financial Modeling Consultant
Scott has over a decade of experience in finance, including as a vice president of investment banking, where he advised clients in the financial services sector on both M&A and capital raising. His experience also includes corporate strategy, corporate development, and FP&A. He holds an MBA with honors from Rice University. He enjoys offering clients the benefit of his experience and an outside perspective on financial situations of all kinds.
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Aaron Chockla
Freelance Financial Modeling Consultant
As an entrepreneur and active venture capital/private equity investor, Aaron enjoys freelancing to leverage broad business expertise (MBA–Kellogg), law (JD—Northwestern University Pritzker School of Law), and science and engineering (Ph.D.—the University of Texas at Austin) to help companies raise capital, scale operations, and develop marketing and corporate strategy.
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George Mathew
Freelance Financial Modeling Consultant
George has worked on M&A, IPO, and fixed income transactions with a cumulative deal value of $20+ billion at renowned Wall Street banks including Salomon Brothers and Morgan Stanley. A Fulbright scholar, George is active in the fintech startup sector and was on the management committee of Houston’s largest independent bank. At Toptal, he enjoys refining business models and optimizing financing structures to maximize flexibility and profitability.
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Jeff Anapolsky
Freelance Financial Modeling Consultant
Jeff is a seasoned professional who enjoys overcoming financial challenges during rapid change. He contributes over 20 years of elite training, clever insights, relevant experiences, and meaningful connections to help companies reach their highest potential. With a private equity background and Harvard MBA, Jeff partners with talented operators to attract institutional capital by delivering financial excellence in forecasting, reporting, transactions, FP&A, audits, taxes, and business planning.
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Julien Roubaud
Freelance Financial Modeling Consultant
With 15 years of finance and operations experience, Julien has underwritten over $2 billion in oil and gas M&A transactions, and managed budgets of over $20 million per annum. A driven entrepreneur, he has sourced debt and equity capital from leading Wall Street banks and top institutional investors. Julien holds an MBA from Rice University and enjoys advising clients on valuation, M&A, deal structuring, capital raising, and FP&A.
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