Skip to content
BackNov 7
Jerry L.
Upwork badge

Jerry L.

The Best Deal in Upwork | Painless CFA Financial Models and Valuation

I'm the best deal you'll get in Upwork! Don't know who to pick out of the 50 proposals? Getting baited by AI written applications? Only looking at US located freelancers because you feel they're the best? I'm here to tell you that they likely are! But I'm equally as good if not better! And cheaper by $30-$80! And Faster! Perfect if you're on a budget with a deadline. Despite my low hourly rate, my product is luxurious. Yes, it's not as affordable as Financial modelers located in India or Pakistan with rates at $5/hr, but you'll save time with me because I work fast and my models are flawless and accurate. And when I mean lightning fast, I usually deliver my models within less than 3 days. Like Pizza hut, If it's late, it's free! And if you're not satisfied with my work, money back guarantee! Looking for just one person to make all your investor-ready business plan financial model and pitch deck? Well it's not me! Surely other freelancers offer that kind of service, but I think it's better if you hire one for each investor material (bplan, model, pitch deck), and a designer. Nowadays, AI can make financial models for you, but would you really leave it up to robots to make your financial model? I don't doubt that in the future AI can definitely compete with financial modelers but with me you don't have to worry about obvious and glaring mistakes! I can make you custom financial models tailored to suit your needs! I always build from scratch and don't use any templates! As part of great customer service, formatting and revisions will be free of charge. That's right! You will find that working with me will be painless and fun! I also do valuation services / reports for stock trading, portfolio managers, startup fundraisng, and equity research. What sets me apart from other excel gurus is that I have the CFA charter, the globally recognized USA based gold standard education in Finance and Investment Industry. But so does everybody here in Upwork, right? Well I worked for a wall-street American M&A investment banker that moved in the Philippines for a year or so so I also have the kind of real-world experience that other freelancers here don't have. Then again I checked and so does a lot of people here in Upwork, right? Also, unlike other freelancers, I have experience in diverse industries ranging from capital intensive heavy industries to service industries, to trending industries such as SaaS, AI, Fintech, App Making, Content Creators, etc. But so does everybody here in Upwork, right? Let me ask you - Are you someone who knows a lot about valuation but doesn't have the time to do it yourself but don't trust anyone to help you out at the same time? Well look no further because I'm also that type! XD were the same! When it comes to me, the price is right! The problem is I don't have the funds to invest so instead I offer my ability to make great trades and investments to you! On the flipside, if you're someone who doesn't know how or where to start and need some help, I'm in the same boat as you! Forecasting and Valuation is all hocus pocus magic I tell you! I don't really know what or why I'm doing this for a living! Ever since I grew a conscience I queston my existence and purpose! And let me tell you something, neither do the people here on Upwork doing financial modeling / valuation services. We talk big and technical, but the truth is, we just learned this in school and make our models similar a baby learns how to walk - because everybody in the world does it the same way. Unless you're a celebrity / model then you walk differently I suppose! And that's me - 1. Making the model is easy, anyone can do it, but I do it flawlessly 2. Assumptions I make it as realistic as possible, not as complicated as possible 3. Then, I make industry specific adjustments to valuation if necessary If you need 3-statement models, Discounted Cash Flow (DCF), Scenarios, Sensitivity, Deal Assumptions, Valuations it's easy for me. I can even do Mergers and Acquisitions (M&A), Leveraged Buyouts (LBO). I can do detailed revenue and cost buids too should you want one. Public Comparables Analysis as well. Just asking for your Shopping money in return. Instead of spending it at Macy's or Amazon, it would make you feel better if you spend it on me! We both know that where I'm from that's a lot already (like one month's salary), so I really thank you in advance for hiring me. I'm available to work for you as soon as you hire me. And I only work with one client at a time. Your shopping money makes me feel like I can have whatever I like (you know, the song XD). And because you saved money, you can have whatever you like, yeah! XD Please message me if you want more samples, I only uploaded a few because it's my best work. 44+ clients already got their money's worth, and counting. Will you be the next? XD (smiley) Verification that I'm not a robot captcha XD: instagram: "@jerry.leong_" youtube: "jerry0618" (I like singing)

🇵🇭Quezon City, Philippines$40/hr100% JSS4.82 (24)Since Dec 2015

Earnings and projects

MRR
$326

Last 6 months ÷ 6

World#95,054 / 412k
🇵🇭Country#17,748 / 56.3k
Revenue, last 30 days
$230

Last 6 months: $2k

World#79,601 / 412k
🇵🇭Country#16,096 / 56.3k
Total earnings
$9.5k

Billed in all: $10k

World#200,489 / 412k
🇵🇭Country#32,468 / 56.3k
Per project
$212

$245 in the last 6 months

World#260,125 / 412k
🇵🇭Country#33,726 / 56.3k
Projects, last 6 months
8

Across 11 contracts

45% fixed55% hourly
World#24,499 / 412k
🇵🇭Country#1,271 / 56.3k
Projects in all
45

Across 55 contracts

53% fixed47% hourly
World#67,784 / 412k
🇵🇭Country#4,706 / 56.3k

Earnings, last 30 days

$10k+$230 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$9.8k$10.0k$10.2kOct 8Oct 23Nov 7

Skill rankings: Top 15% in Sales Writing

Ranked by MRR among everyone on Upwork with the skill.

  1. #21Chartered Financial Analyst123 freelancers · 🇵🇭 #2Top 17%
  2. #78Valuation292 freelancers · 🇵🇭 #3Top 27%
  3. #139Sales Writing897 freelancers · 🇵🇭 #13Top 15%
  4. #277Business Plan1,517 freelancers · 🇵🇭 #17Top 18%
  5. #299Forecasting1,032 freelancers · 🇵🇭 #34Top 29%
  6. #498Financial Modeling2,224 freelancers · 🇵🇭 #19Top 22%
  7. #607Pitch Deck2,103 freelancers · 🇵🇭 #25Top 29%
  8. #804Presentations3,455 freelancers · 🇵🇭 #132Top 23%