Financial Modeling Experts 2025

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

I'm a publisher and investor.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

Currently open to technical advisory opportunities. Far and away the best prize that life has to offer is the chance to work hard at work worth doing. Professional highlights: - Architected and rebuilt AdMob's AdWhirl, scaling from 5k to over 1B impressions per day. - Taught professional development, mindfulness, and engineering skills at Google and Facebook. - Crafted University Now's learning management system as a founding engineer. - Dreamed up, implemented, and sold a provably fair Bitcoin casino in just 4 months. - Hired and led an engineering team to reboot Cerego's lifelong learning platform. - And many other interesting and profitable projects with great people :-) Read more about my projects and recommendations below. Looking forward to connecting! https://s3.amazonaws.com/justinpincar-public/jpincar.pdf

I help businesses grow through quantum leap in Data Driven Analytics| Data Analytics Consultant | Winner, Fidelity Investments Data Challenge

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

As an energetic and motivated professional, I am committed to delivering results through disciplined data analysis. Through my experience, I have developed strong analytical skills, which allow me to objectively examine the requirements of each task, identify key priorities, and deliver accurate results with a keen attention to detail.My work requires me to quickly adapt to new systems and technologies, and I take pride in my ability to learn and integrate new tools seamlessly. Whether it's conducting research, preparing reports, or collaborating with clients and team members, I approach every task with a sense of purpose and a commitment to excellence.I am passionate about using my skills and expertise to make a positive impact in the world. I am inquisitive for the opportunities to expand my knowledge, refine my approach, and contribute to meaningful projects and initiatives. With a strong work ethic, a collaborative mindset, and a drive for results, I am confident in my ability to make a difference and achieve success in any endeavor

Visionary and Entrepreneurial leader that delivers a unique combination of strategic, operational, technical, and transactional expertise in finance, media and tech.

After transferring my loved Veertly to Swisscom, it's time to keep building new projects! I am building new projects every month, so follow me on Twitter to keep up to date with my new ventures. https://twitter.com/joaoaguiam

Brian DeChesare is the Founder of Mergers & Inquisitions and Breaking Into Wall Street, which are dedicated to helping students, entry-level professionals, and career changers break into investment banking and private equity, advance on the job, and master valuation and financial modeling. Starting out with no funding and no team, he built a business with over 20,000 customers in less than 4 years by using a combination of free content and paid, video-based interactive courses. The business now has over 30,000 customers, and the courses are used by leading institutions such as Columbia Business School and The University of Chicago Booth School of Business. In his free time, Brian enjoys working out, getting as many stamps as humanly possible in his passport, and obsessing over serialized TV shows. Sometimes, he even produces his own shows (see below). You can see his full bio and read several interviews with him here: http://www.mergersandinquisitions.com/about/#about-brian

There is an interesting phenomenon being on the receiving end of a sales meeting when you spend so much time trying to do just that, it's a tough job to be sure and it is so easy to see what the difference makers are doing that seperate them from their peers. What amazes me is when there is a top notch service but it's ruined by a below average, sales rep. If you've ever been there - we should talk!

I’m Peter Lai, the Chief Financial Officer at Engage Wellness. I oversee all aspects of the company’s financial management, providing strategic direction to teams in accounting and controls, financial planning, tax, treasury, and investor relations. My role involves partnering with business leaders to execute strategies that drive profitable growth. With over 20 years of financial management experience, I’ve held leadership roles in diverse industries. Before joining Engage Wellness, I served as the CFO for Haven Health Management, specializing in clinical, medical, and psychiatric care for substance use and mental health disorders. I’ve also held financial management positions at Lenovo and ADT Security Services. I earned a bachelor’s degree in accounting and an MBA from Nova Southeastern University.

Over a decade of experience driving finance, strategy and business operations at global technology companies; - foodpanda - Intel - Telstra - Inmarsat - Apple I started my career in Sydney and have been fortunate to work and live in London, Hong Kong and Singapore. Currently, in Singapore at foodpanda APAC, I lead a team of finance business partners to drive the business hypergrowth across 12 markets in Asia. Outside of the corporate world, I am passionate about startups, technology, mentoring, sports (cricket, rugby and football) and travelled to over 50+ countries. Are looking for a Career Mentor, a new job or a career change? ExpertCareerMentors.com connects you with industry experts in your chosen field to provide you with career advice, resume writing, Linkedin profile editing and interview preparations to land your dream job. Connect to schedule a free consultation today. mail@edwinang.com.au SG +65 9483 3543 AU +61 457 603 086

I am Cathrin, business professional with ten years experience in driving long-term growth in venture backed SaaS companies in Canada and Germany. My experience includes: - Hiring, growing and managing high performing teams - Leading go-to-market and growth strategy during transition from legacy to new product - Principal in organizational transition management - Experienced with managing teams through high levels of ambiguity and risk - Leading marketing (performance and product) and growth, customer service and HR - Specialties include organizational change, growth marketing and go-to-market strategy I thrive in a fast-paced environment working for digital products and teams during different stages in an organization's growth. To me, there is no such thing as failure as long my teams and I continue to learn and improve and keep working hard. My priorities: #1: people and connection (model the values!) #2: organizational purpose and mission #3: keep learning, no matter what.

I am a serial tech entrepreneur and investor with a history of building digital products and businesses based on deep technology and market understanding. I have advised numerous Fortune 500 companies on innovation strategy and venture development, including Novo Nordisk, Shell, LEGO, Aker BP, IKEA, Maersk, Barclays, Lloyds Bank, Anglo American, CEMEX, and Engie.