Hire Freelance Financial Systems Consultants
Julio C. Ortiz
Freelance Financial Systems Consultant
Julio has diversified experience as a finance VP for multinationals based in the US and Latin America in the financing, pharmaceutical, luxury goods, and personal care sectors and distribution channels, such as retail, wholesale, and travel retail. His expertise includes financial planning and modeling, investment banking, commercial real estate, fundraising, business plan development, logistics, company valuation, and strategic and visionary leadership based on innovation and creativity.
Show MorePreviously at
Prime Wealth Development
Saso Puksic
Freelance Financial Systems Consultant
Saso has worked over 20 years with entrepreneurs and corporations (software or high-tech manufacturing), helping them grow and expand into new businesses, restructure, and become the best in the class by leveraging his interdisciplinary skillset across finance, process improvement, engineering, and coding. During the 14 years working with Renishaw, he also met and helped many fascinating clients (Universal Robots, Intuitive Surgical, and Quadrofoil) and enjoys freelancing to help even more.
Show MorePreviously at
planarTECH Distribution Ltd
John Lee
Freelance Financial Systems Consultant
John is a highly commercial, entrepreneurial, culturally intelligent leader who speaks six languages. His proudest achievement was founding his own travel technology startup, CultureMee, which won global awards in business and leisure travel. He is also proud to have led a Europe-wide, cross-functional supply chain project, which drove a €40 million reduction in working capital in CRH Plc, one of the largest construction companies in the world.
Show MorePreviously at
The Work From Anywhere Team
Nathan Krishnan S
Freelance Financial Systems Consultant
During his two-decade career in Asia and the US, Nathan has consulted in strategy, valuations, corporate finance, financial planning and analysis, forecasting, and investments across six continents—ranging in value from $10 million to $1 billion. While a senior manager at Ernst & Young, he led engagements in valuations and modeling and recently left to pursue entrepreneurial endeavors while working on challenging projects at Toptal.
Show MorePreviously at
Ernst & Young LLP
David Berlin
Freelance Financial Systems Consultant
David has served as a CFO at multiple private equity portfolio companies in the SaaS, manufacturing, and service sectors where he optimized revenue growth, profitability, and led acquisition initiatives. He has been a consultant since 2014 and leverages his skills in financial modeling, analysis, forecasting, M&A, and process enhancements to deliver value to his Toptal clients. He has an MBA from UCLA's Anderson School and is a CPA.
Show MorePreviously at
Brookseed Partners
Dave Harpur
Freelance Financial Systems Consultant
A chartered accountant with more than 15 years of experience, Dave has directly led double-digit EBITDA growth and over £1 billion in debt, equity, and M&A transactions while at leading private equity and consultancy firms (Global Infrastructure Partners, Octopus, IFM, and Deloitte). As a freelancer, he enjoys advising clients on strategy execution, debt and equity capital fundraising, corporate finance, and complex financial transactions.
Show MorePreviously at
ESW Capital
Peter Jacobson
Freelance Financial Systems Consultant
A Harvard grad with an MBA from Stanford, Peter has served as CFO of three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.
Show MorePreviously at
BridgeHealth
Neil Portus | CFA, CMA
Freelance Financial Systems Consultant
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
Show MorePreviously at
Unity Development Group
Mauro F. Romaldini, ACMA CGMA
Freelance Financial Systems Consultant
Mauro has helped more than ten privately owned companies raise $150+ million in debt bonds in the international market and improved their financial management—including cash management and forecasting. He has created, managed, and improved the financial processes and forecasts for startups, mid-size companies, and large corporations (HP). He freelances to support companies' efforts to improve their finances and to scale.
Show MorePreviously at
Fintech Circle
Varun Athi
Freelance Financial Systems Consultant
Varun has helped technology startups raise over $50 million in funding and built pricing models to win more than $1 billion in contracted revenue at Cognizant, a Fortune 500 firm. He has worked with management teams to build financial models, create strategic plans and improve their execution of operating margin and cash management. As a freelancer, he enjoys helping companies raise capital and build scale.
Show MorePreviously at
Vidyo, Inc.
Mahendra Gosar
Freelance Financial Systems Consultant
Mahen is a seasoned finance professional with 14+ years of experience in forecasting and M&A financial modeling for Fortune 100 clients such as Walgreens and Mondelez. He has supported 10+ M&A deals totaling ~$900 million, and also served as an Interim CFO to a high growth cloud and data analytics company. As a freelancer, he enjoys the freedom to work remote and leverage his skills in FP&A and M&A to help a wide variety of clients.
Show MorePreviously at
Walgreens Boots Alliance
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