Hire the Best Financial Modeling Consultants Near Houston

Toptal is a marketplace for top remote financial modeling consultants. Top companies and start-ups in Houston choose Toptal Financial Modeling freelancers for their mission-critical initiatives.

No-Risk Trial, Pay Only If Satisfied.

Hire remote financial modeling consultants near Houston or in a similar time zone

Jeff Anapolsky

Freelance Financial Modeling Consultant

United StatesFreelance Financial Modeling Consultant Since December 9, 2017

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

United StatesFreelance Financial Modeling Consultant Since December 21, 2020

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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George Mathew

Freelance Financial Modeling Consultant

United StatesFreelance Financial Modeling Consultant Since July 14, 2019

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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Jack Chang

Freelance Financial Modeling Consultant

United StatesFreelance Financial Modeling Consultant Since September 26, 2018

Jack is an investment banking professional with 15 years of experience in corporate development (Tyco International), investment banking (UBS) and principal investing (GE Ventures). He has advised clients on $7+ billion in M&A and capital raise transactions across the industrial and energy sector. Jack is the founder of DGP Capital, an independent investment bank, and he joined Toptal to share his expertise with a wider array of companies.

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Aaron Chockla

Freelance Financial Modeling Consultant

United StatesFreelance Financial Modeling Consultant Since August 29, 2019

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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Scott Muckleroy

Freelance Financial Modeling Consultant

United StatesFreelance Financial Modeling Consultant Since January 12, 2020

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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Jaime Jimenez

Freelance Financial Modeling Consultant

United StatesFreelance Financial Modeling Consultant Since October 4, 2017

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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Aaron Handler

Freelance Financial Modeling Consultant

United StatesFreelance Financial Modeling Consultant Since May 1, 2020

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

United StatesFreelance Financial Modeling Consultant Since February 25, 2022

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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Dev Penn

Freelance Financial Modeling Consultant

United StatesFreelance Financial Modeling Consultant Since November 1, 2021

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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Patricio Gerardo Sanchez

Freelance Financial Modeling Consultant

United StatesFreelance Financial Modeling Consultant Since January 4, 2018

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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A Hiring Guide

Guide to Hiring a Great Financial Modeling Consultant

The ways to build financial models become ever more fine-tuned, and the experts behind them have to keep up. The right financial modeling consultant can change a company's outlook, crafting fine-tuned models that are simply structured yet provide the insights executives need to act. This guide provides a breakdown of the key skills and attributed you'll want to see in a financial modeling consultant.

Read Hiring Guide
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Toptal in the press

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients
Building a cross-platform app to be used worldwide
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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 Modeling Consultants Near Houston

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 modeling consultant for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

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

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.

Featured Toptal Financial Modeling Publications

Top Financial Modeling Consultants are in High Demand.

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