Financial modeling is the cornerstone of sound business decision-making in today's complex economic landscape. Featured.com's expert directory showcases top financial modeling professionals who excel in creating sophisticated financial projections, valuations, and risk analyses. These seasoned experts have been featured in leading financial publications, offering insights on everything from discounted cash flow models to Monte Carlo simulations. For publishers and journalists, our directory provides instant access to authoritative sources for articles on financial forecasting and strategic planning. Meanwhile, financial modeling experts can leverage this platform to enhance their visibility and connect with high-profile media opportunities. Whether you're seeking expert commentary for your next financial piece or looking to showcase your modeling expertise, Featured.com's directory is your go-to resource. Explore our curated list of financial modeling experts to find the perfect match for your content or consulting needs.
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Founder at Finance Ideas
I am an Accounting graduate & started career as an Accountant. I also worked in academia as a teacher & researcher. Most of the tasks involved financial analysis & strategic decisions making. Now I share my long-term professional experience by writing article. My article mainly solve financial problems & advice how to recover it.
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Co-Founder at Uncle Tex Buys Houses
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.
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Co-Founder at Dallas House Sale Group
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.
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CFO at Engage Wellness
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.
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Investor & Chief Wealth Builder at Invested Mom
Investor, entrepreneur, and founder of Invested Mom, empowering individuals to achieve financial independence and live unrestricted lives. With expertise spanning corporate leadership, wealth building, and content creation, I help others master investing strategies that transform financial futures. Former Tesla executive where I managed billion-dollar revenue recognition and led teams of over 100 people, I successfully transitioned from corporate leadership to entrepreneurship, retiring at 38 through strategic investing in stocks, real estate, and business ventures. Born in Cape Town, South Africa, my entrepreneurial journey began at age 9 selling fudge to schoolmates. Today, I leverage my diverse experience to guide others, particularly women, in breaking free from traditional employment constraints to control their time, resources, and financial destinies. As the author of the upcoming book "Living Unrestricted," I share practical frameworks for wealth creation that anyone can implement regardless of their starting point. My approach combines personal transformation with actionable financial strategies that have helped countless individuals replace their income through investing and build lasting wealth. Co-founder of Penfriend, an AI-powered content creation tool developed to solve the challenges of content operations and management that I experienced firsthand as a business owner. Passionate about democratizing wealth and financial education, I believe everyone deserves access to the knowledge and tools needed to secure their financial future.
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CoFounder at DualEntry
CoFounder of DualEntry, a modern ERP/accounting software venture-backed startup. Prior, CoFounder of Benitago, an ecommerce CPG group that grew to $100M in sales.
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CEO at Paradigm Asset Management
James Francis, CEO of Paradigm Asset Management, is a trailblazing entrepreneur at the intersection of finance, media, and artificial intelligence. Under his leadership, Paradigm Asset Management has managed over $7 billion in assets globally, pioneering AI-driven investment strategies that set new industry standards. Francis is the driving force behind PaaS Invest, an all-in-one investment platform that integrates AI-powered direct indexing with active management. Committed to ethical AI, he also founded Artificial Integrity, an initiative dedicated to fairness and transparency in AI governance, and launched BlackChat AI to promote diversity in the tech space. A Morehouse College alumnus, Francis actively contributes to multiple boards and organizations, solidifying his reputation as a leader shaping the future of both finance and technology.
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CEO and Founder at Learn Financial Strategy
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Financial Planner
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Financial Planner
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Founder at Personal Financial Strategy
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CFO at Achievable, Inc.
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CFO at Viking Roofing
I am the Chief Financial Officer of Viking Roofing, reputable roofing company known for our commitment to quality and customer satisfaction. With over a decade of experience in financial management, I have played a crucial role in streamlining our operations and enhancing our financial performance. Born and raised in a tight-knit community, I developed a passion for entrepreneurship and finance early on. My keen analytical skills and strategic thinking eventually led me to Viking Roofing, where I have successfully implemented cost-saving measures and improved our financial reporting processes. Outside of my professional life, I am a strong advocate for women in business and actively mentor young professionals in my community. In my free time, I enjoy exploring nature, volunteering, and spending time with my family. Under my leadership, Viking Roofing continues to thrive, reflecting my dedication to both the company and our clients. My core strengths include: Management experience: Leading teams and making data-driven decisions Financial forecasting: Preparing financial forecasts and assessing markets Risk management: Identifying and mitigating potential financial risks Leadership skills: Inspiring and guiding teams to achieve financial goals
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CFO at Momenta Finance
Founder & Managing Director at Objective, Investment Banking & Valuation
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Co-Founder & CEO at Fintalent
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Co-founder at Veertly & Materiality Master
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CEO at Breaking Into Wall Street
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CEO at Double Finance
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Chief Operating Officer at Klipfolio
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Showing 20 of 384 experts
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Featured.com offers access to a diverse range of financial modeling experts, including investment bankers, equity research analysts, corporate finance professionals, and business valuation specialists. These experts have experience in creating complex financial models for various industries, from startups to Fortune 500 companies, and can provide insights on topics like DCF analysis, LBO modeling, and sensitivity analysis.
Publishers can access a wealth of financial modeling insights through Featured.com's expert network. This includes expert commentary on market trends, analysis of financial statements, projections for company valuations, and explanations of complex financial models. Our experts can provide unique perspectives on how financial modeling impacts investment decisions, corporate strategy, and economic forecasts, adding depth and credibility to financial journalism and business reporting.
Yes, Featured.com can help you find experts proficient in specific financial modeling software and techniques. Whether you need insights on Excel-based models, specialized tools like Bloomberg Terminal or Capital IQ, or advanced techniques such as Monte Carlo simulations or real options analysis, our platform connects you with professionals who have hands-on experience. This ensures you get precise, software-specific expertise for your financial modeling needs.
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