Hire the Top 3% of Financial Planning Consultants in 48 Hours

Hire vetted financial planning consultants on demand. Leading companies choose financial planning freelancers from Toptal to solve their most critical management consulting challenges.

Meet Financial Planning Consultants in our Exclusive Network

Featured Talent

Erik Stettler, Freelance financial planning Expert.

Erik Stettler

Verified Expert in Management Consulting
23 Years of Experience

Financial Planning Consultant

A data scientist and Harvard MBA with distinction, Erik co-founded a global venture capital fund and has invested in 50 startups that have raised over $500 million, realizing six exits. He previously led analyses for cases including restructurings of $3 billion in global operations and M&A deals worth over $10 billion. Erik's work has been noted in Forbes, CNBC, and HBR. He speaks three languages and serves as Toptal's Chief Economist, leading analyses on the talent economy and future of work.

Financial PlanningValuationsBusiness ModelingFP&AFundraisingVenture Capital
Hire Erik
Pala Kuppusamy, Senior financial planning Consultant.

Pala Kuppusamy

Verified Expert in Management Consulting
25 Years of Experience

Financial Planning Consultant

Pala is an award-winning entrepreneur who founded three tech companies, growing one to 250+ people and leading another to an exit that generated a 16x return. He serves on the boards for startup and growth-stage eCommerce, market research, job pairing, and analytics companies. Pala has expertise in business strategy, financial models, marketing, customer, competition research and analytics, go-to-market and pricing strategies, and growth consulting.

Financial PlanningValuationsDue DiligenceInvestment AnalysisFinancial ForecastingFinancial ReportingEx-McKinsey ConsultantGrowth StrategyFinancial ManagersFinancial ModelingFP&APricing AnalysisBusiness Modeling
Hire Pala
David Berlin, financial planning Specialist For Hire.

David Berlin

Verified Expert in Management Consulting
28 Years of Experience

Financial Planning Consultant

David has served as a CFO at multiple private equity portfolio companies in the SaaS, manufacturing, and service sectors where he optimized revenue growth, profitability, and led acquisition initiatives. He has been a consultant since 2014 and leverages his skills in financial modeling, analysis, forecasting, M&A, and process enhancements to deliver value to his Toptal clients. He has an MBA from UCLA's Anderson School and is a CPA.

Financial PlanningCFO ConsultantFinancial ReportingExcelInterim Financial ControllersFP&AM&AFinancial ModelingDue DiligenceBudgeting ConsultingCash ManagementInterim CFOsQuickbooks
Hire David
Jerry Bellman, Freelance financial planning Expert.

Jerry Bellman

Verified Expert in Management Consulting
38 Years of Experience

Financial Planning Consultant

Jerry's completed over $10 billion in M&A transactions from early-stage companies to multinationals in Europe and the US, notably the exit of the healthcare innovator CareLinx to Generali. His experience also covers equity analyst, hedge funds, public accounting practice, and CFO roles and helping companies to develop KPIs, dashboards and financial strategy. Jerry joined Toptal to bring his analytic and modeling skills to a variety of companies.

Financial PlanningFinancial ModelingFP&AFinancial ForecastingInvestment Banking
Hire Jerry
Ed Carse, Freelance financial planning Professional.

Ed Carse

Verified Expert in Management Consulting
31 Years of Experience

Financial Planning Consultant

Ed is an experienced entrepreneur, growth-company CFO, and investment banker with a background in many industries, including technology, media, finance, and business services. He has launched several companies, raised over $70 million in growth capital, and helped a company expand internationally and scale 5x in three years. Ed enjoys helping fix businesses and operating and financial challenges that prevent clients from reaching their potential.

Financial PlanningFundraisingVenture CapitalInterim CFOsBusiness ModelingFinancial ModelingValuationsFP&APrivate EquityBudgeting ConsultingBusiness Plan ConsultingVirtual CFOCFO Consultant
Hire Ed
Peter Jacobson, financial planning Expert and Consultant.

Peter Jacobson

Verified Expert in Management Consulting
19 Years of Experience

Financial Planning Consultant

A Harvard grad with an MBA from Stanford, Peter has served as CFO of three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.

Financial PlanningCPAInterim CFOsFP&AM&AFinancial ModelingFundraisingFinancial ForecastingBudgeting ConsultingEx-McKinsey ConsultantPart-time CFO
Hire Peter
Carole Crawford, CFA, Top financial planning Professional.

Carole Crawford, CFA

Verified Expert in Management Consulting
34 Years of Experience

Financial Planning Consultant

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.

Financial PlanningInterim CFOsFundraisingFintechVenture CapitalStartup FundingBusiness ConsultantCFO ConsultantFractional CFOsVirtual CFOEx-McKinsey ConsultantCorporate FinanceCash Flow Consultant
Hire Carole
Mitchell Hymowitz, Freelance financial planning Specialist.

Mitchell Hymowitz

Verified Expert in Management Consulting
44 Years of Experience

Financial Planning Consultant

Mitchell is an experienced Interim CFO who untangles thorny investment deals, closes stubborn financial deals, and builds complex financial models. As the Pacific Northwest's longest-tenured and most experienced consulting CFO, he has worked on over 90 financings and M&A deals valued at over $500 million. Mitchell has been freelancing full-time for over 25 years as it allows him to work with a wide variety of clients and their unique problems.

Financial PlanningBankruptcyFundraisingDue DiligenceFP&AInterim CFOsM&A
Hire Mitchell
Discover More Financial Planning Consultants in the Toptal Network
Start Hiring

Hiring Made Easy

1

Share your needs

Discuss your requirements and refine your scope in a call with a Toptal domain expert specializing in the area you’re hiring in.
2

Choose your talent

Get a shortlist of expertly matched financial planning consultants within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Get up to two weeks to work with and assess your chosen management consultant and pay only if you decide to hire them.
Hire a Top Financial Planning Consultant Now

Toptal Lets You Hire Fast,
With Unparalleled Success

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.

Your New Team Member

Your New Team Member

We are so sure you will love your new team member that you can try working with them for a few days. Pay only if satisfied.

Scale as Needed

Scale as Needed

Hire talent within 48 hours. Scale your team up or down exactly when you need it, no strings attached.

Seamless Hiring

Seamless Hiring

We handle all aspects of billing, payments and NDAs. 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 Matcher

Expert Talent Matcher

Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Our Management Consulting Screening Process

26.4%Pass Rate

Excellent technical communication

Toptal management consultants must possess strong written and verbal communication skills. They work effectively across collaboration tools and convey complex financial information and concepts with ease.

7.4%Pass Rate

Core skills and analysis

Each management consultant is required to demonstrate their financial acumen, problem-solving ability, and technical aptitude to a panel of leading experts.

3.6%Pass Rate

Proactive problem-solving

Toptal management consultants are skilled at tackling roadblocks creatively and independently. Each candidate is live-screened by two top financial experts.

3.2%Pass Rate

End-to-end project execution

Our management consultants deliver a test project to completion, demonstrating their skills across ideating, implementation, and problem-solving.

3%Pass Rate

Continued excellence

Toptal management consultants are expected to maintain a perfect track record while working with clients. We assess our talent after every engagement to ensure our standards for excellence were met.

Try Talent Before You Hire

We have a 98% trial-to-hire success rate.

Up to two weeks to try talent and evaluate if they’re the right fit

No obligation to pay or hire at the end of the two weeks

Get an alternative candidate quickly if you’re not satisfied

See Why Clients Love Our Exceptional Service

140+

Countries Served

30,000+

Clients Served

Our customers say Excellent4.7 out of 5 based on 2,085 reviewsTrustpilot logo

Showing our favorite reviews

Why Organizations Choose Toptal®

Toptal gave us access to the best designers out there, saving us a lot of time and allowing us to build the best possible product.

Thierry JakircevicGeneral Manager, Digital Solutions, Bridgestone

Toptal’s talent is really excellent. They are able to work through large business problems and code incredibly efficiently.

Emily LemonSenior Director, Cleveland Cavaliers

The kind of people we looked for were hard to find. Toptal helped us achieve our goals by bringing high quality resources to bear on very short notice.

Elmar PlatzerDigital Transformation Leader, CSR

If you’ve tried working with other vendors, Toptal is going to be a different type of company to work with; they’re going to meet you where your needs are.

Matthew SchumacherSenior Product Manager, Alpha - Precision Drilling

Top financial planning consultants are in high demand. Ready to get started?

Hire a Top Financial Planning Consultant Now