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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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 finance veteran, startup advisor, ex-CFO of an acclaimed venture, and ex-investment banker. He has a 20+ year track record advising 50+ clients on $16 billion of deals. He has crafted strategies and valuations in international litigation expert testimonies and is a seasoned problem solver and decision maker with expert facilitation skills. He advises ventures on fundraising, M&A, financial modeling, valuation, and project finance.
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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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Puneet Gandhi
Freelance Financial Analyst
Puneet is a strategic financial adviser with a decade of experience in investment banking (Goldman Sachs & UBS), equity research (an equity hedge fund, $1 billion AUM), and corporate finance (The Times Group). He's helped his clients raise more than $5 billion in capital across three M&A and 11 capital markets transactions. As a freelancer, he enjoys solving business, strategic, and financial challenges for a wide variety of clients.
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George Mathew
Freelance Financial Analyst
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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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 $1 billion invested in SMEs and has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. He enjoys helping businesses plan and refine their strategies, prepare for corporate actions, and hone their capital-raising approach.
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Hassan Eltorie
Freelance Financial Analyst
Hassan is an equity research analyst—providing strategy assessment and valuation to large-cap energy companies, hedge funds, and private equity firms. He started freelancing to apply his knowledge in valuation, M&A, competitive intelligence and corporate strategy to new clients. Organically, he built M&A (deals up to $1 billion) and corporate strategy capabilities at Reliant Energy. He is cited in business publications and has appeared on NPR.
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Pablo A. Macias
Freelance Financial Analyst
A Harvard graduate, Pablo has developed financial models that resulted in the launch of four new digital and software business lines at Flex. He's also created M&A models for acquisitions in multiple industries: spanning financial services, industrials, and tech. Originally from Spain, Pablo moved to Silicon Valley to help develop growth strategies through M&A and new ventures, and he joined Toptal to help clients with their growth initiatives.
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