Hire Freelance Financial Engineers
Jose Antonio Arean
Freelance Financial Engineer
Jose has directly executed valuations worth over $10 billion and founded Firmus—a firm offering advice in finance and economics. As a freelance, he provides his clients with robust and thorough analyses to help them achieve optimal decisions. In addition to working extensively with public companies in financial modeling and management, Jose has acted as an international expert witness in commercial disputes and as an outsourced CFO for startups.
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Firmus Consulting
Erik Stettler
Freelance Financial Engineer
A data scientist and Harvard MBA with distinction, Erik co-founded a global venture capital fund and has invested in 50 startups that have raised over $500 million, realizing six exits. He previously led analyses for cases including restructurings of $3 billion in global operations and M&A deals worth over $10 billion. Erik's work has been noted in Forbes, CNBC, and HBR. He speaks four languages and serves as Toptal's Chief Economist, leading analyses on the talent economy and future of work.
Show MorePreviously at
Firstrock Capital
Sean Heberling
Freelance Financial Engineer
With Morgan Stanley, BNY Mellon, Sailfish Capital, and Marion Street Capital, Sean has analyzed 10,000+ companies, built complex models, and helped facilitate $1+ billion in investment transactions. He freelances to leverage his expertise in financial modeling, investor presentations, investment analysis, and M&A. He is on the boards of several early-stage companies, advising on operations, growth strategy, and fundraising.
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Addvia Capital
George O'Kane Serrano
Freelance Financial Engineer
George is a CFA with 10+ years' combined PE, VC, IB, and senior executive experience. He's the current founder and managing director of Alpha IB, a boutique investment bank focused on advisory. Prior to Alpha, he was CFO of an Edtech startup where he raised USD $10 million to scale the company regionally and launch a ground-breaking product. George received his bachelor's degree in management and a master's degree in finance from UMass Boston.
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Alpha Investment Banking
Andy Vietor
Freelance Financial Engineer
Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.
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Hamilton Clark Sustainable Capital, Inc.
Yiannis Ritsios, CFA
Freelance Financial Engineer
Yiannis is an experienced investment professional who manages assets for institutional investors globally and has extensive experience in financial analysis, valuation, equity research, and investment management. He has worked on M&A projects for large corporations and startup funding for the European Commission. With an MBA from Imperial College London, Yiannis began freelancing to help top management, investors, and entrepreneurs create value and sustainable growth.
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European Commission
Ron Rich
Freelance Financial Engineer
Ron has spent his career helping management teams leverage finance to strategically plan and drive operational improvement. With clients that have ranged from startups to billion dollar PE-backed companies, he has developed a deep expertise through his roles as an investment banker, management consultant, venture capitalist, and entrepreneur. Freelancing allows him to work with a wide variety of clients and to address pressing, relevant issues.
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New York Life Investments
Jaime Jimenez
Freelance Financial Engineer
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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Temachia Capital
Bertrand Deleuse
Freelance Financial Engineer
Bertrand is a 25-year finance veteran with a true 360 experience, honed as an investment banker, venture advisor, project developer, CFO, and expert witness consultant in international arbitrations. He has advised and partnered on over 100 transactions and investment initiatives totaling over $16 billion. Bertrand is a seasoned problem solver and decision-maker with expert facilitation skills. Bertrand advises on M&A, corporate development, venture growth, project development, and financing.
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Quadrant Economics
Max Eckemoff
Freelance Financial Engineer
In the past decade, Max's served as the head of finance for small-to-midsize businesses, positioning them as M&A targets through his expertise in finance, US tax, business intelligence, and sales process optimization. He's worked with clients in multiple industries including manufacturing, distribution, and medical products. Max joined Toptal to help his clients streamline their operations through a data-centric approach towards finance and ERP.
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DataExecs.com
Jesse Stein
Freelance Financial Engineer
Jesse is the chief investment officer of compound asset management, a technology-enabled real estate asset management platform. He has more than 15 years as an entrepreneur and financial professional with experience in transaction management, data analysis, platform-building, the preparation of business plans and marketing materials, and capital raising. He enjoys freelancing as it allows him to get involved in a variety of exciting projects.
Show MorePreviously at
Compound Asset Management
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