Hire the Top 3% of Freelance Financial Strategists

Small business owners, start-ups, real estate and other financial services firms hire financial planners, wealth strategists and investment strategists from Toptal for investment strategy definition, risk management, cash flow modeling and asset allocation.

No-Risk Trial, Pay Only If Satisfied.

Hire Freelance Financial Strategists

Benjamin Ostrow

Freelance Financial Strategist

United StatesToptal Member Since November 10, 2020

Ben is a thoughtful and creative investor with a background in public equity, distressed credit, and PE. He has applied his experience to large ($15B) public and mid-market companies in dozens of industries, including aerospace, wireless networking, SaaS, and retail. Ben is currently building a private credit investment vehicle and is available for short-term projects to help clients improve business strategy, evaluate and execute financing/fundraising, and develop financial forecasts/models.

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Previously at

Forbes Media - Q.ai - Main

Jimmy Stone

Freelance Financial Strategist

United StatesToptal Member Since December 30, 2018

Jimmy has executed and evaluated $1+ billion in debt, equity, and M&A transactions at an investment bank (JP Morgan), private equity firm (Warwick Group) and as a consultant. He's advised businesses ranging from pre-revenue startups to $1+ billion public companies in a broad range of industries. Jimmy holds an MBA with honors from Wharton, and he joined Toptal to help clients create tangible value while learning about new business models.

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Previously at

Alderbrook Companies LLC

Emir Coskun

Freelance Financial Strategist

TurkeyToptal Member Since April 28, 2022

An LSE graduate with a distinguished investment banking career at institutions such as the Deutsche Bank, Emir has led dozens of M&A, structured finance, startup funding, and IPO transactions with a total value of over $20 billion. Alongside working on building new things, freelancing allows him to share his passion for developing unique, creative perspectives with others. Emir enjoys advising on complex situations across various industries, including fintech, new media, real estate, and energy.

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Previously at

Parapilot

David Fulep

Freelance Financial Strategist

FinlandToptal Member Since January 2, 2021

David is an M&A expert who has worked with the owners of 100+ businesses to raise capital, exit their investments at premium valuations, or execute successful acquisitions and IPOs. With 15+ years of experience, including six years at PwC, he has worked in many industries and extensively in the TMT and renewable energy sectors. David joined Toptal to advise clients on complex M&A and capital-raising transactions across the world.

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Previously at

Freelance

Andrew Birrell

Freelance Financial Strategist

United KingdomToptal Member Since July 17, 2021

Andrew started at Morgan Stanley in 2016—following university—where he closed $30+ billion in bespoke and complex transactions in the securitized product space. Andrew went on to co-found an investment management firm, developing a proprietary investment analysis utilizing machine learning. He freelances as he enjoys working with outstanding people and taking on exciting projects.

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Previously at

Allermuir Capital

Greg Vartoukian

Freelance Financial Strategist

United KingdomToptal Member Since April 9, 2021

Greg is an Oxford graduate and chartered accountant with over 20 years of experience in London, formerly UK CEO of a global boutique consulting firm, FD at London Business School, and management consulting leader at Accenture and KPMG. Alongside running the SaaS business he founded, Greg enjoys working as a freelance virtual CFO, assisting interesting and varied clients in solving challenging strategic problems.

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Previously at

Cubane Consulting (part of Nous Group)

Chaz Bauer

Freelance Financial Strategist

United StatesToptal Member Since February 7, 2017

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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Previously at

Beaumont Health

Pedro I Bustillo

Freelance Financial Strategist

SpainToptal Member Since January 23, 2021

Pedro is a senior manager with 20+ years of international business and finance experience. He has led finance operations for Fortune 500 companies (Gillette, P&G, and Ideal Standard) and private enterprises in the United States, Europe, Japan, and Latin America, and he has executed numerous business valuations, strategic plans, and end-to-end product pricing analyses. Pedro enjoys consulting and freelancing as a way to help each client take their business to a sustainable path of value creation.

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Previously at

Self-employed

Amit Rathi

Freelance Financial Strategist

SwitzerlandToptal Member Since April 2, 2022

Amit is a finance and commercial executive and consultant, guiding leadership teams to achieve profitable growth. His extensive strategic and operational experience includes 20+ years at Nestlé in global and national senior leadership roles. After adding value to all aspects of Nestlé's value chain, Amit held an executive position at Livinguard, a Swiss biotech scaleup. He is currently consulting in the startup ecosystem as a finance and strategy advisor across multiple industries.

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Previously at

Digi-Shastra

Carole Crawford, CFA

Freelance Financial Strategist

United StatesToptal Member Since August 9, 2017

At Morgan Stanley, Carole advised eight founders through exits totaling over $750 million and then founded her own practice to manage venture investments for family offices. A former tech CFO, she freelances to leverage her experience with capital raises, strategic pivots, and turnarounds. She enjoys helping innovators and entrepreneurs achieve financial success across many verticals, and has recently focused her efforts on fintech.

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Previously at

fincap360, LLC

Martin Arentoft

Freelance Financial Strategist

United StatesToptal Member Since July 12, 2018

Martin is an international M&A, corporate finance, and strategy executive with 13+ years of experience across technology, healthcare, consumer, and industrial sectors. As an investment banker with KPMG Corporate Finance and Mizuho Securities, he advised public and privately held companies on M&A transactions in the United States, Europe, and Asia. Before that, Martin developed strategic partnerships and market entry strategies in the fintech and edtech industries.

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Testimonials

Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari, CEO

Budder, Inc.

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick, COO

Student Loan Benefits, Inc. dba Vault

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay, Founder / CEO

SideKick

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek, CEO

Veterans Rideshare

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek, CEO

Veterans Rideshare

Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed.

Naushad Parpia, Founder and CEO

GSD

I was very impressed with the quality of finance talent in Toptal’s network. Our expert's experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. I've already recommended Toptal Finance to my network.

Naushad Parpia, Founder and CEO

GSD

How to Hire Financial Strategists through Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work with you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Financial Strategist for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Financial Strategist for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

FAQs

  • How are Toptal Financial Strategists different?

    At Toptal, we thoroughly screen our Financial Strategists to ensure we only match you with talent of the highest caliber. Of the more than 100,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You'll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs. Start now.

  • Can I hire Financial Strategists in less than 48 hours through Toptal?

    Depending on availability and how fast you can progress, you could start working with a Financial Strategist within 48 hours of signing up. Start now.

  • What is the no-risk trial period for Toptal Financial Strategists?

    We make sure that each engagement between you and your Financial Strategist begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you're completely satisfied with the results, we'll bill you for the time and continue the engagement for as long as you'd like. If you're not completely satisfied, you won't be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial. Start now.

  • What type of talent does Toptal have?

    Our platform hosts a very diverse set of skill sets, experiences, and backgrounds. Our freelancers range from software engineers, user experience designers, project management experts, and product managers to finance experts who have worked at leading companies such as Google, Microsoft, Amazon, and many more. Our freelancers are financial consultants, investment bankers, and corporate finance managers with multiple years of experience in financial analysis, financial reporting, and advisory services at large financial services and real estate firms. Many of them have certifications such as European Financial Advisor (EFAs), Certified Public Accountant (CPAs), and Chartered Financial Analyst (CFAs).

  • What other services does Toptal provide?

    Besides our talent matching services, we also assemble cross-functional teams of finance experts, senior project managers, web developers, app developers, user interface designers, and freelancers with other technical skills.

Tap Into World-Class Talent

  • Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Hire in under 2 weeks and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Top Financial Strategists are in High Demand.

Start Hiring