Financial Planning Services – Optimize Financial Performance for Business Growth
TRUSTED BY LEADING BRANDS AND STARTUPS
Our Services
Toptal Financial Planning Services
Unlock your business’s potential with Toptal’s Financial Planning Services. Our strategic financial planning and guidance is designed to enhance your company's financial health and create value for your organization.
Strategic Financial Planning
Capital Allocation Strategy
Debt Management
Financial Modeling
Mergers and Acquisitions
Divestiture Services
Capital Raising Strategy
Business Performance Improvement
Project Evaluation
Business Governance
Risk Management and Compliance
Cross-border Transactions
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Our Financial Planning Service experts, with experience at leading companies, develop and deploy tailored solutions to meet your business needs and unique industry demands for sustainable results and long-term success.
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Business Strategy and Finance Consulting Practice LeadAs Toptal’s Business Strategy and Finance Consulting Practice Lead, Matt focuses on helping clients address critical issues and drive value across their enterprises. He brings 35 years of senior-level consulting experience, having held leadership roles at Cognizant, Accenture, IBM, and Deloitte.As Toptal’s Business Strategy and Finance Consulting Practice Lead, Matt focuses on helping clients address critical issues and drive value across their enterprises. He brings 35 years of senior-level consulting experience, having held leadership roles at Cognizant, Accenture, IBM, and Deloitte.
Previously At
Financial Planning Services That Deliver Value
- End-to-End Delivery by Toptal
- On-demand Talent and Teams
Business Strategy and Finance Consulting Practice Lead
As Toptal’s Business Strategy and Finance Consulting Practice Lead, Matt focuses on helping clients address critical issues and drive value across their enterprises. He brings 35 years of senior-level consulting experience, having held leadership roles at Cognizant, Accenture, IBM, and Deloitte.
Previously at
Experience
35+ Years
Delivery Manager
Rachael serves as a Delivery Manager at Toptal with a focus on leading diverse global teams in developing innovative solutions for our clients. She works across multiple disciplines, including technology, marketing, and management consulting. Rachael specializes in managing people and client relationships, process optimization, and driving teams toward optimal business outcomes.
Previously Managed Client
Experience
9+ Years
27+ Years
of Experience
A Wharton MBA graduate, Carlo has led transactions on $10 billion worth of LBO and growth capital deals. He’s worked in investment banking, M&A (Deutsche Bank), management consulting (Bain & Company, Oliver Wyman), and corporate development (Lehman Brothers). Carlo leverages his skills in corporate finance, business strategy, and international business development to help companies scale and deliver value for their investors.
Previously at
20+ Years
of Experience
Brett has been the lead underwriter on pro rata and institutional credit facilities ranging from $250,000 to more than $1.1 billion. With 20 years of finance experience across the US, including Wells Fargo, Bank of America, and Zions Bancorp, Brett has structured debt transactions for various industries, including gaming, lodging & leisure, construction, food & beverage, software, and investor real estate.
Previously at
11+ Years
of Experience
Simone has more than 11 years of expertise in strategy consulting, private equity, venture capital-backed businesses, and entrepreneurship. As a freelancer, she has vast experience in strategic projects for VC- and PE-backed companies, fundraising, and supporting earlier-stage businesses. A strategic problem-solver, she enjoys providing structure to solve complex challenges. Simone quickly grasps the broader perspective, understands practical limitations, and executes for performance improvement.
Previously at
29+ Years
of Experience
Jakub has worked as a McKinsey consultant and portfolio manager at Third Avenue, a legendary multibillion-dollar value fund, leading investments, advising on acquisitions, and performing valuations for companies across geographies and sectors. A Yale graduate, he possesses extensive expertise in assessment, strategy development, and investment analysis. Jakub loves to help his clients with valuation, operations, and strategy.
Previously at
26+ Years
of Experience
Pedro is a senior manager with more than 26 years of international business and finance experience. He has led finance operations for Fortune 500 companies (Gillette, P&G, and Ideal Standard) and private enterprises in the United States, Europe, Japan, and Latin America, and he has executed numerous business valuations, strategic plans, and end-to-end product pricing analyses. Pedro enjoys consulting and freelancing as a way to help each client take its business to a sustainable path of value creation.
Previously at
10+ Years
of Experience
Arvind is a consultant with more than 10 years of experience, including at KPMG Global Strategy Group, Goldman Sachs, and EY across the Middle East, America, India, and Europe. He has delivered 30+ projects, including growth strategies and business plans; M&A and financial analyses; pitch decks; and go-to-market, branding, and digital strategies. Arvind has a demonstrated track record in planning and delivering complex transformations ranging from $2 million to $1 billion. He holds an MBA from HEC Paris.
Previously at
17+ Years
of Experience
Over his 17 years as a professional service provider, Olov has conducted 34 M&A engagements for corporate investors and 36 for financial investors, including private equity, investment companies, venture capital, and hedge funds. He has vast experience across many sectors in Europe, the US, and Asia.
Previously at
16+ Years
of Experience
Francesco has 16 years of experience in finance, consulting, business management, and sustainability. Throughout these years, he has worked on more than 20 projects as a consultant at Bain & Company and launched Uber operations in Turin, Italy. Lately, he has founded Tondo, an organization spreading circular economy concepts, and Tondo lab, a company driving the implementation of clean and circular innovations. Francesco is passionate about innovation and entrepreneurship.
Previously at
24+ Years
of Experience
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in New York 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.
Previously at
20+ Years
of Experience
David is an M&A expert who has worked with the owners of more than 100 businesses to raise capital, exit their investments at premium valuations, or execute successful acquisitions and initial public offerings. With 20 years of experience, including six years at PwC, he has worked in many industries, and extensively in the technology, media, and telecommunications and renewable energy sectors. David joined Toptal to advise clients on complex M&A and capital-raising transactions across the world.
Previously at
18+ Years
of Experience
Thorsten is a corporate finance advisor and CFO with an international career in investment banking (Lehman Brothers, Banco Santander) and technology ventures. He partners with SMEs as well as PE/VC investors in the technology, media, and telecommunications; healthcare; consumer; and financial services sectors to solve strategic and financial challenges. He is also an expert financial modeler and speaks English, German, and French.
Previously at
16+ Years
of Experience
Piero has more than 16 years of experience in developing financial models of the most disparate nature, including capital raising, tax optimization, financial planning, and transaction structuring as a consultant in the oil and gas (Saudi Aramco), technology (Amazon), and financial sectors (BNP Paribas). His focus is on modeling, FP&A, valuation, data analysis, and financial derivatives.
Previously at
28+ Years
of Experience
Lori is an experienced management consultant who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.
Previously at
13+ Years
of Experience
As a VC associate, Khaled has participated in more than 10 startup investments including Kngine (acquired by Samsung). He enjoys freelancing to help a wide range of clients reach their maximum potential using his financial modeling and valuation skills. A former FP&A analyst with Vodafone, Khaled accumulated experience in investment banking, private equity ($1 billion AUM), and venture capital ($50 million fund) over the past 13 years.
Previously at
33+ Years of
of Experience
Julio has diversified experience as a finance VP for multinationals based in the US and Latin America in the financing, pharmaceutical, luxury goods, and personal care sectors and distribution channels, such as retail, wholesale, and travel retail. Julio’s expertise includes financial planning and modeling, investment banking, commercial real estate, fundraising, business plan development, logistics, company valuation, and strategic and visionary leadership based on innovation and creativity.
Previously at
Looking for guidance about the perfect financial planning services for your needs?
Looking for guidance about the perfect financial planning services for your needs?
UNRIVALED EXPERTISE
Our Talent Has Worked With Top Companies
Having previously worked with these leading global companies, our talent brings valuable insights and expertise to deliver world-class outcomes.
Toptal in Action
Experience the cutting-edge benefits our clients enjoy globally from the Toptal network.
Cal.net partners with Toptal to scale finance operations and support rapid growth.
Challenge: Cal.net was experiencing massive growth and needed assistance with everything from raising capital to day-to-day financial operations.
Solution: Toptal provided a contract CFO, who oversaw every aspect of the company’s finances, including investor relations, managing banking relationships, and raising significant capital.
Outcome: In partnership with Toptal, Cal.net flourished. With its finances in excellent shape, the company was acquired by outside investors and has continued to grow.
Craig Stein
Chief Revenue Officer
Toptal Ranked #1 Most Reliable Professional Services Company in America
Newsweek and Statista’s rankings were based on an independent survey of more than 2,400 decision-makers at Fortune 500s.
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Highest ranked across all industries
Other Professional Services
Methodology for the Rankings
How likely the respondent is to recommend the selected company to others.
Measures the convenience of interaction with the company and efficiency of processes.
Measures the company’s cost-effectiveness and quality relative to price.
Measures whether the company consistently meets or exceeds expectations in quality and timeliness of deliverables.
Measures the company’s ability to consistently fulfill commitments and maintain customer trust.
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