Hire remote financial analysts near Philadelphia or in a similar time zone
Sean Heberling, CFA
Freelance Financial Analyst
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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Andrew Holliday
Freelance Financial Analyst
Andrew has deep expertise in valuation techniques for hard-to-value securities, which he developed while working at AEP Capital (private equity) and Houlihan Lokey (portfolio valuation). During these five years, he applied the knowledge he gained to his own startup ventures, Sports Scene and Ostrich. Andrew enjoys the freedom and variety that comes with freelancing, and he can be counted on to deliver high-quality work in a timely fashion.
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Aleksey N. Krylov, CFA
Freelance Financial Analyst
Aleksey served in CFO roles of public and VC-backed private companies. As investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. He enjoys working with officers of early stage and mature small-cap firms. He freelances because it exposes him to a wide range of companies.
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Jeffrey Fidelman
Freelance Financial Analyst
Jeffrey has been a trusted advisor for several years, focused on working with entrepreneurs and helping them build and grow their business, often from the ground up. He's successfully helped entrepreneurs raise more than $1 billion. His ability to work across a wide variety of industries is the result of a diverse investment background. Freelancing enables him to work directly with leadership to achieve efficient and positive results.
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Neil Portus | CFA, CMA
Freelance Financial Analyst
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.
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Carole Crawford, CFA
Freelance Financial Analyst
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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Bertrand Deleuse
Freelance Financial Analyst
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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Jim Budney
Freelance Financial Analyst
A highly accomplished and versatile finance professional, Jim worked on finance teams of top investment banks (Citigroup, Merrill Lynch), optimized returns of a $12 billion AUM hedge fund (Point 72), lead 12 surgery centers as CFO and executed over $25 million in M&A transactions in 2019. He joined Toptal to help advise clients on complex M&A, corporate finance, and VC transactions.
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Joseph S. Lesko
Freelance Financial Analyst
Joseph is a fundraising advisor to early-stage companies. His experience includes time spent as a private banker, investment banker, and research analyst. Joseph is currently a director at a multi-family office, where he evaluates a wide range of investment opportunities in both public and private markets. Joseph joined Toptal to use his diverse skills and contacts to help entrepreneurs and businesses grow.
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Evan Fisher
Freelance Financial Analyst
Evan is a former investment bank VP offering a simple value prop: better-than-Wall-Street quality documents and advice at a fraction of the price. His work is responsible for over $2.1 billion invested in SMEs and has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. Evan enjoys helping businesses plan and refine their strategies, prepare for corporate actions, and hone their capital-raising approach.
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