Financial Modeling Experts 2025

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

Quant Finance enthusiast with expertise in quantitative research, financial risk assessment, and portfolio optimization. Experienced in developing advanced financial models and conducting comprehensive data analysis. Committed to leveraging my diverse skill set to drive innovative financial solutions and sustainable investments. Fluent in English and Hindi, with strong analytical, communication, and leadership abilities.

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.

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

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.

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

Iris Duan is a dynamic venture partner and operational leader specializing in early-stage investments, decentralized technologies, and sustainable innovation across international markets. As a Venture Partner at a $50M+ AUM VC firm, she successfully chaired weekly investment committees, managed cross-border deals, and fully returned Fund 1 with a 2.4x MOIC. Her investment focus includes renewable energy, cloud computing, medtech, and Machine Learning. Concurrently, as COO and Co-founder of Immutable Labs, Iris drove the creation of an operating model generating $25M in revenue, leading the integration of advanced packaged technology across edge computing, FLLMs, secured oracles, and explainable AI, delivering significant compute and cash reductions. Fluent in English and Mandarin, Iris leverages a global perspective from her experience in Zurich, Beijing, and Milan, blending deep financial acumen (BBA in Finance, Minor in Economics from Emory University) with practical, high-growth startup leadership. Her expertise lies in translating complex client needs into tangible business requirements, orchestrating R&D, and building robust client bases that support hybrid cloud and idle computing solutions. Iris is a two-time TEDx speaker and a passionate advocate for social enterprise, having led non-profit consulting teams focused on strategic PR and market research for diverse international clients.

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

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

As CFO of Jacadi Paris North America, I bring over a decade of financial and operational leadership across international retail, with a proven track record in turnaround strategy, cross-border expansion, and high-stakes acquisition negotiations. Originally from France, I’ve overseen the strategic transformation of Jacadi’s U.S. operations, rebuilding financial infrastructure, scaling omnichannel operations, and leading the U.S. division through its most profitable years on record. I specialize in U.S. retail market entry, operational cost restructuring, and driving performance in underperforming store networks. My leadership has directly contributed to multimillion-dollar revenue recovery, margin expansion, and the positioning of Jacadi as a premium children's retail brand in the American market. I’m passionate about helping European brands succeed on U.S. soil through data-driven finance, culturally adapted strategy, and relentless operational precision.

I am a Certified Divorce Financial Analyst (CDFA), mediator, Certified Divorce Coach (CDC), and Certified Co-Parenting Coach (CCPC) who has built a trusted reputation for guiding women and families through the complexities of divorce and co-parenting transitions with both emotional safety and financial clarity. Drawing on my own lived experience as a divorced mother, I blend empathy with professional expertise to help clients navigate one of life’s most challenging transitions. My practice, Finding Strength with Shell, is rooted in the belief that clarity and confidence are possible even amid upheaval. Areas of Expertise: - Divorce Planner & Guide: Helping clients navigate the divorce process, understand the long-term impact of financial decisions during divorce and make informed decisions. - Mediation: Creating safe, constructive spaces for resolution and collaboration. - Co-Parenting Coaching: Supporting families in building healthier communication and boundaries post-divorce. - Financial Recovery Coaching: specialized support service designed to help women rebuild stability, confidence, and clarity in the wake of divorce. It goes beyond traditional financial planning by addressing both the numbers and the emotions tied to money during a major life transition. Notable Accomplishments - Earned certifications as a Certified Divorce Financial Analyst, a Certified Divorce Coach, and a Certified Co-Parenting Coach, underscoring my commitment to both financial and emotional well-being. - Author of "You Are Not Alone: Your Guide When Divorce is on Your Doorstep." It's a heartfelt companion for anyone contemplating divorce but who hasn’t yet found the courage to express it. - With a master's in accounting and over 20 years of experience in the Financial Services Industry, I've proudly transitioned from leadership roles to expanding my practice. This journey showcases my strategic vision and unwavering personal integrity, fueling my passion for making a positive impact in our community. - Featured in media and professional platforms for my innovative frameworks that blend financial clarity with emotional healing. Shell’s work is distinguished by her ability to translate difficult transitions into opportunities for growth. Journalists covering stories on divorce, co-parenting, rebuilding finances, or women’s empowerment will find my perspective both deeply informed and profoundly human.

Bert Hofhuis Is a Founder and Entrepreneur Who Helps People Take Control of Their Financial Future. By Simplifying the Complexities of Later-Life Planning, He Gives Individuals the Confidence and Clarity to Make Smarter Decisions About Retirement, Wealth, and Security.

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.​

Matt Thame is CEO and Founding Partner of Cohort Capital, where he leads strategic growth and investment direction across the firm’s property lending portfolio. With over a decade of experience spanning commodities, corporate finance, and real estate debt, Matt brings a blend of analytical rigour and entrepreneurial vision. He began his career as a commodities analyst at Glencore in Spain before joining the debt advisory arm of St James’s Place Wealth Management, placing and advising on more than £1bn of senior and mezzanine debt. At SevenCapital, he ran the build-to-rent financing division, deepening his expertise in UK property markets and institutional funding. In 2019, Matt co-founded Cohort Capital to address a gap in short-term and development finance. As CEO, he has built a reputation for structuring innovative lending solutions and fostering long-term partnerships with borrowers, introducers, and investors. He holds an MBA from Imperial College and remains a driving force behind Cohort’s commercial strategy and market positioning.

With over 17 years of experience in analytics and marketing, I live by the belief that "Data Inspires Strategy." I’ve built my career on transforming complex data into strategic direction - designing analytics frameworks, operational processes, and measurement systems that power business growth. As Vice President of Analytics at January Digital, I lead a multidisciplinary team of data engineers, scientists, and analysts dedicated to unlocking value from data. Our work spans media mix modeling, attribution, predictive modeling, and experimentation - all underpinned by emerging AI capabilities. Today, I’m focused on integrating AI agents and generative intelligence into analytics workflows to enhance insight generation, automate reporting, and elevate decision-making speed and quality. Beyond my role at January Digital, I’m passionate about developing future analytics leaders. I teach as an adjunct instructor at SMU and serve on both the Women in Leadership Advisory Council and the AMA DFW Executive Board as EVP of Analytics. My goal - in every setting - is to bridge data, technology, and strategy to shape smarter, more resilient organizations.

Jake Geiger has expertise in financial modeling, investment evaluation, and strategy. With a background working in family offices, private equity, and his own company, he has a proven track record of leading teams to assess international business opportunities and drive growth. Jake specializes in business valuation, financial analysis, and strategic development. He is available to provide expert insights on family offices, strategy/management, and alternative investments.

As a recognized financial leader and one of the Top 25 Software CFOs of New York for 2025, I bring over 20 years of experience in driving strategic financial transformation, building resilient infrastructures, and leading high-performing finance teams across global markets. Currently serving as CFO of WiserBrand and PissedConsumer, I oversee financial strategy, multi-system accounting implementation, and operations spanning the U.S., Canada, and Europe. I specialize in aligning financial frameworks with business objectives to ensure long-term scalability, stability, and profitability—even in times of uncertainty. My expertise includes: Strategic financial planning & analysis M&A readiness & execution SaaS and tech-sector financial modeling Cross-border compliance & risk management Leadership in HR and organizational culture I have led enterprise-wide automation initiatives, introduced advanced risk mitigation systems, and built finance departments from the ground up—ensuring transparency, agility, and data-driven decision-making. My background also includes editorial experience in financial media, which enhances my ability to communicate complex financial insights with clarity and impact. Grounded in transparency, accountability, and results-driven thinking, I believe leadership is about enabling growth, fostering trust, and turning numbers into strategy.

Strategic and results-driven business, growth & commerce leader with 14+ years of international experience across different industries, including tech and fintech. Successfully launched 8 international businesses and start-up companies (Fintech, GenAI, E-com, Biotech, Commodity trading, ML PaaS, etc) in 15+ countries and in complex jurisdictions. Co-issued Visa debit cards for 300k users, structured bank–fintech P&L mechanics. Brought a biotech startup from 0 to $1.5M ARR international revenue in 9 months during COVID with zero marketing budget. Launched international cross-border B2C e-com for 100M users. Managed and advised on AI, ML and Data strategy 60+ enterprise clients within 10 countries, including F500 companies, e.g. KPMG, DELL, IBM and 100+ startups. Fundraised 1M+ from tier-1 VC around the world. Adept at fostering relationships, driving revenue growth, and leading cross functional teams to pursue and achieve excellence. Fluent in 4 languages (English, Mandarin Chinese, French, Russian).