Hire remote financial modeling consultants near Philadelphia or in a similar time zone
Jake Wehner
Freelance Financial Modeling Consultant
Jake is an experienced M&A principal and has supported nearly $500 million of M&A focused on the lower middle market, particularly with founder and family-owned enterprises. As a principal, he has supported investments in six companies, including raising nearly $60 million of third-party capital. Jake joined Toptal to expand his exposure and depth of knowledge through consulting.
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Sean Heberling, CFA
Freelance Financial Modeling Consultant
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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Keith Fernandez
Freelance Financial Modeling Consultant
A Harvard graduate with an MBA at Wharton, Keith has executed numerous debt, equity, and M&A transactions and investments for global Fortune 500 corporations while working at leading Wall Street investment banks (Merrill Lynch) and private equity firms (KKR). He's an award-winning entrepreneur who enjoys consulting as a way to help advise clients on complex capital raising, M&A, corporate finance, and venture capital projects and transactions.
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Greg Barasia, CFA
Freelance Financial Modeling Consultant
Greg has executed over $20 billion of transactions from seed-stage venture investments to large corporate buyouts. His experience spans the capital structure and includes time at Lazard Frères and some of the top private investment firms on Wall Street. He has worked as as a fractional CFO, M&A and financing advisor, and board member. Greg enjoys freelancing as it allows him to work with a wider variety of clients and company maturities.
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David Clark-Joseph
Freelance Financial Modeling Consultant
A dual law and MBA degree holder, David built M&A models for $500+ million deals, led integrations that delivered $200 million in synergies, and placed venture investments returning 4x+. He's worked in M&A at publicly-traded firms such as NCR and Mitel, and as a CFO for private equity firms and startups. As a freelancer, David leverages his operational and deal-related skill set to advise clients on strategy, modeling, and investment decisions.
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Arjun Batra
Freelance Financial Modeling Consultant
Arjun has executed nearly 30 debt, equity, M&A, and capital raising transactions worth over $2 billion, across the developed and emerging markets. He has worked at leading investment firms (Houlihan Lokey, BlackRock), and at several startups, both as a co-founder and in other leadership roles. Arjun enjoys freelancing as it allows him to use his diverse transactional and operational experience to help companies achieve their growth potential.
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Aqil Sohail
Freelance Financial Modeling Consultant
Aqil is an entrepreneur and a specialist advisor to private equity firms, family offices, and companies. As a 10-year professional with extensive experience in the retail and consumer sectors, he has worked as a principal investor and consultant to add value to portfolio companies. He freelances to expand his circle of competence and leverages his extensive experience as an investor and consultant to deliver value through the Toptal network.
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George Karam, CFA and CAIA
Freelance Financial Modeling Consultant
George is an accomplished financial advisor on business valuations, corporate finance, capital funding, mergers, acquisitions, and divestitures. With over 15 years of investment banking experience in the US, Europe, and South America—covering technology, financial services, renewable energy, healthcare, industrial, and real investments. George also has CFA and CAIA designations and an MBA from the MIT Sloan School of Management.
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Matthew Andrejkovics
Freelance Financial Modeling Consultant
Matthew has a diverse background that includes accounting, M&A advisory, small business management, and equity research. He joined the Toptal network to more effectively optimize his utilization and due to his interest in working on a variety of client engagements. Given Matthew’s broad professional experience, he has worked at large companies, like Morgan Stanley, and small companies, like his family business where he spent four years in a managerial capacity.
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Nikita Baryshnikov
Freelance Financial Modeling Consultant
Nikita has over a decade of international energy and infrastructure finance experience with Standard Chartered Bank and the IFC-World Bank. He has executed banking, private equity, project development, and restructuring transactions worth over $13 billion. Nikita is passionate about applying his diverse skill set to help developers and investors solve complex issues and bring projects across the finish line.
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