Financial Consultant

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Bots for Finance: How to Increase Back-office Efficiency Through Automation

Automating basic financial functions can save your company time and money and free your employees from tedious rote tasks. Toptal finance expert Miklos Lukacs explains how building a simple Python bot can streamline your business.

10 minute readContinue Reading
Miklos Lukacs, CFA

Miklos Lukacs, CFA

How to Build a Basic Python Cash Flow Model for a Loan

Python has taken the financial programming world by storm, and demand for finance experts who can use it is soaring. Here, a Toptal finance professional and Python expert shows beginners how to build a loan payment cash flow model with Python.

5 minute readContinue Reading
Miklos Lukacs, CFA

Miklos Lukacs, CFA

Remote Reinvention: How to Find Freelance Work

Building up a pipeline of work as a finance consultant requires a portfolio approach to the various inbound and outbound options for lead generation.

5 minute readContinue Reading
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Remote Reinvention: Finding Your Finance Consultant Niche

How do you get started as a remote finance consultant? Finding your niche is the first step toward building a brand for a consulting venture.

< 5 minute readContinue Reading
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Toptal Talent Network Experts

From Allbirds to Patagucci: The Ultimate Guide to Finance Fashion

Having the right look has always been important in finance. As dress codes are relaxing and the gamut of careers are expanding, what should one wear? From Allbirds to Patagucci, a style guide for financial services.

9 minute readContinue Reading
Natasha Ketabchi

Natasha Ketabchi

Climbing the IoT Value Chain

Impactful applications of IoT are certain to emerge in the near future. We explore how finance professionals should think of the value it can generate for their business by creating a thought framework.

10 minute readContinue Reading
Peter Wells

Peter Wells

Evaluating the Nature of Business Ethics in Practice

Using the 2016 Wells Fargo Banking Scandal as an example, this article dissects the situation according to the principles of the three classic ethical theorists: Plato, Kant, and Mill. It then offers some suggestions on how to improve ethics in business.

18 minute readContinue Reading
Martin Kemeny

Martin Kemeny

How to Get Consulting Clients – An Interview with Steve Blank

Consultants often struggle to find new, solid clients. We asked Steve Blank, the founder of the Lean Startup movement (and someone who has helped hundreds of companies get a better product to market faster and worked with dozens of consultants along the way) how consultants can attract clients.

Steve’s advice is a bit counter-intuitive. But it’s something that Toptal’s best consultants have already been doing for years.

9 minute readContinue Reading
Elizabeth J. Howell Hanano, CFA

Elizabeth J. Howell Hanano, CFA

How to Be an Amazing Financial Consultant

Fewer than 3% of applicants make it through Toptal Finance’s rigorous screening process. How do the best of the best become such effective financial consultants? We sat down with one of Toptal’s most on-demand financial consultants, Jeffrey Fidelman, who shared his proprietary methods for ensuring success for his clients and how he has grown his own business exponentially.

11 minute readContinue Reading
Elizabeth J. Howell Hanano, CFA

Elizabeth J. Howell Hanano, CFA

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