Hire the Best Financial Modeling Consultants Near Philadelphia

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

No-Risk Trial, Pay Only If Satisfied.

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

Jake Wehner

Freelance Financial Modeling Consultant

United StatesToptal Member Since January 22, 2020

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

United StatesToptal Member Since October 12, 2017

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

United StatesToptal Member Since January 26, 2017

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

United StatesToptal Member Since August 3, 2019

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

United StatesToptal Member Since November 29, 2019

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

United StatesToptal Member Since December 23, 2019

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

United StatesToptal Member Since March 11, 2020

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

United StatesToptal Member Since August 6, 2019

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

United StatesToptal Member Since April 11, 2020

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

United StatesToptal Member Since April 1, 2020

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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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.

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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 Philadelphia

1

Talk to One of Our Industry Experts

A Toptal director of finance will work 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

    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

    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

    Scale as Needed

    Hire in under 2 weeks and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    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

    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

    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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