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Top 15 Sites To Find and Hire the Best Financial Strategists

Based on facts publicly available as of 01.01.2024

Toptal is a top-ranked platform that provides access to the top 3% of freelance financial consultants who have been rigorously vetted for their elite expertise. They specialize in financial planning, budgeting, and risk management. Companies can hire Toptal professionals for both short-term projects and long-term engagements, ensuring top-tier financial strategies tailored to specific business needs.

  • Enjoy a risk-free trial for up to 5 days.
  • Completed over 60,000 projects for 25K+ satisfied clients.
  • Trustpilot rating of 4.8 out of 5

Clients find Toptal extremely easy to work with. “The talent recommended from Toptal was very professional, knowledgeable and flexible for a small business like ours. We had Milan and Jinsu as our account managers and they were excellent in not only always following up but also lending their expertise advice where needed. Definitely keen to re-use TopTal for other projects!” – Meghana, TrustPilot reviews

Robert Half specializes in providing financial strategists for temporary, project-based, and full-time positions. They cater to a wide range of clients, from startups to established enterprises. Your business can leverage Robert Half's extensive talent network to find skilled financial strategists who can enhance financial planning, budgeting, and risk management practices efficiently.

  • Flexible hiring options for temporary and permanent roles.
  • Wide talent pool ensures access to specialized skills.
  • Ideal for businesses needing immediate, short-term, or project-based financial expertise.

Deloitte offers numerous financial strategy services, including risk management, budgeting, and capital allocation. They serve a wide range of clients, from small businesses to multinational corporations. Companies can hire Deloitte for tailored solutions through consulting projects or ongoing advisory services, which ensures strategic alignment with business goals. Their expertise helps businesses navigate complex financial landscapes effectively.

  • Extensive expertise in various industries ensures unique strategies.
  • Access to a global network of professionals for extensive insights.
  • High-quality services may come at a premium, suitable for businesses with significant resources.

Accenture provides holistic financial strategy services, focusing on digital transformation, risk management, and capital optimization. They work with diverse clients, including large corporations and public sector organizations. Companies can engage Accenture for end-to-end financial strategy projects, leveraging their expertise in technology integration and modern financial solutions.

  • Expertise in integrating technology with financial strategies.
  • Strong focus on innovation and digital transformation.
  • Full coverage of financial services, but may be better suited for larger enterprises with complex needs.

KPMG delivers broad financial strategy services, including risk management, budgeting, and capital allocation. They cater to a broad client base, from ambitious startups to global enterprises. Businesses can engage KPMG for project-based consulting or ongoing advisory services, benefiting from their deep industry knowledge and global insights to drive effective financial strategies.

  • Extensive industry expertise and global presence.
  • Offers both project-based consulting and ongoing advisory services.
  • High-quality services are well-suited for businesses of all sizes, though premium pricing may apply.

EY Parthenon provides robust financial strategy services, focusing on risk management, financial planning, and capital optimization. They serve a large range of clients and can operate at any economy of scale. Companies that hire EY enjoy their innovative solutions and extensive experience. They create clever financial strategies that navigate complex financial environments effectively.

  • Strong focus on innovation and strategic financial solutions.
  • Expertise in handling extremely complex financial environments.
  • Suitable for large businesses seeking significant coverage and a range of financial strategies.
7. PwC

PwC offers a full suite of financial strategy services, including budgeting, risk management, and corporate investment advice. They work with various clients, from small enterprises to multinational corporations. Companies can leverage PwC’s extensive resources and global network to develop individualized financial strategies that drive business success and ensure powerful financial planning.

  • Access to a global network of resources and expertise.
  • Wide range of services centered on precise client needs.
  • Better for businesses seeking detailed and extensive financial planning and advisory services, and that have the budget to back up their extensive needs.

McKinsey & Company provides strategic financial consulting, focusing on performance improvement, risk management, and capital allocation. They serve a diverse range of companies, including leading global corporations and public sector organizations. Businesses can use McKinsey to hire financial strategists for high-impact, data-driven financial plans that enact growth, efficiency, and strong financial performance.

  • Data-driven approach to financial strategy and performance improvement.
  • Strong focus on high-impact, strategic solutions.
  • Better suited for businesses seeking high-end consulting services for complex financial challenges.

Customers like the breadth of services that they provide, but note that their process can be complicated; “Very people-reliant service delivery model. Lost count of [the] number of people I spoke with over the course of an engagement” was what one client had to say on Gartner Peer Insights.

EP Wealth Advisors offers specialized financial strategy services, focusing on wealth management, retirement planning, and business financial planning. They cater to small businesses and individuals, providing personalized advice tailored to meet specific financial goals. Companies can hire EP Wealth Advisors for customized financial solutions that align with their unique business objectives and growth plans.

  • Scaled specifically for small businesses, so may not have the scope to handle the needs of a big company.
  • Expertise in business financial planning and management.
  • Personalized approach ensures that financial advice meets the unique needs of each client.
10. Upwork

Upwork is a versatile platform that connects businesses with freelance financial strategists. You can hire financial analysts and strategists with a range of expertise. Whether you want a seasoned expert or new, innovative professionals, Upwork allows companies to hire financial strategists for short-term projects or ongoing support. Their user-friendly interface and vast talent pool make it easy to find the right fit for any financial strategy needs.

  • Wide variety of freelance financial strategist rates available.
  • Flexible hiring for both short-term and long-term projects.
  • Trustpilot reviews show that not all freelancers are trustworthy or vetted.
11. Fiverr

Fiverr provides a platform for businesses to hire freelance financial strategists for specific tasks and projects. With services ranging from financial planning to capital allocation, Fiverr offers an easy-to-use interface and transparent pricing, making it ideal for businesses looking for cost-effective financial strategy solutions.

  • Cost-effective platform with transparent pricing.
  • Enormous talent pool; you can find freelance financial strategists with specialized skills, but it may take a lot of work to find the right person.
  • Good for businesses needing specific, project-based financial expertise.

ZipRecruiter helps businesses hire financial strategists through its comprehensive job posting and applicant tracking system. Catering to a wide range of industries, ZipRecruiter simplifies the hiring process by matching companies with suitable candidates quickly and efficiently, making it a reliable choice for businesses seeking experienced financial strategists.

  • Efficient job posting and applicant tracking system.
  • Matches companies with qualified financial strategists quickly.
  • Your company needs to post the job, rather than start a search.

PeoplePerHour connects businesses with freelance financial strategists for various projects, from financial planning to risk management. The platform offers flexible hiring options and a streamlined process, making it easy for companies to find and hire skilled professionals who can meet their specific financial strategy requirements.

  • Flexible hiring options for freelance financial strategists.
  • Streamlined process for finding and hiring professionals.
  • Suitable for businesses seeking project-based financial strategy services.
14. Paro is a platform that connects businesses with a curated network of top-tier freelance financial strategists. Specializing in financial planning, budgeting, and capital allocation, provides access to highly vetted professionals. Companies can hire experts on a project basis or for ongoing support, guaranteeing one-of-a-kind financial strategies that meet specific business needs.

  • Curated network of top-tier freelance financial strategists.
  • Flexible hiring options for project-based or ongoing support.
  • Highly vetted professionals ensure high-quality financial solutions.

Truelancer is a global freelancing platform that connects businesses with financial strategists for a variety of projects. From financial planning to risk management, Truelancer offers access to skilled professionals who can provide original solutions. Companies can hire freelancers on a short-term or long-term basis, making it a versatile choice for any financial strategy needs.

  • Global platform with access to skilled financial strategists; requires a targeted search.
  • Hiring options for both short-term and long-term projects.
  • Ideal for businesses seeking cost-effective financial strategy solutions.
Not happy with this selection?

Guide To Hiring Freelance Financial Strategists

Hiring financial strategists can be a daunting task. With the increasing complexity of financial markets and evolving business needs, finding someone with the right skill set to drive your business forward is more challenging than ever. Financial strategists play a crucial role in managing budgeting, risk, and capital allocation. Their expertise directly impacts the success of projects and overall business growth, making it imperative to hire skilled experts.

The landscape of hiring financial strategists is continually evolving. Modern financial strategists require traditional financial acumen and a deep understanding of modern data analytics, technology integration, and strategic planning. The demand for financial strategists with advanced data analytics skills has surged by 35% over the past five years. This shift is driven by the increasing need for data-driven decision-making in financial management.

Additionally, a study by McKinsey highlights that businesses with skilled financial strategists are 20% more likely to achieve their financial goals. The market for financial strategy talent is growing rapidly, with the Bureau of Labor Statistics projecting an 8% growth in financial analyst roles from 2022-2032.. This growth underscores the rising importance of these roles in guiding businesses through economic uncertainties and market fluctuations.

The increasingly important role of a financial strategist means that you need to understand the essential skills to look for, current market trends, and effective hiring strategies. You need to equip yourself with the knowledge and tools to identify and attract top talent in the field, ensuring your business is well-positioned for success in a dynamic financial landscape.

Hiring a Freelance Financial Strategist

When your business needs a financial strategist, you have to choose between hiring full-time, part-time, or freelance. For many businesses, it makes the most sense to hire a freelance financial strategist.  Freelance and remote talent provide unparalleled flexibility, allowing businesses to scale resources as needed. They offer access to a global pool of specialized expertise that may not be available locally, ensuring diverse perspectives and cutting-edge solutions. Additionally, they bring agility to project execution, enabling quick adaptation to changing business needs.

What Does a Financial Strategist Do?

A financial strategist develops overarching financial plans, analyzes financial data, and advises on investments to ensure a company’s financial health and growth. Their responsibilities include budgeting, forecasting, capital allocation, risk management, and financial performance analysis. Financial strategists for hire are instrumental in crafting strategies that align with business goals, optimizing financial operations, and maximizing profitability.

Financial strategists are responsible for identifying financial risks and opportunities, developing strategies to mitigate risks, and leveraging opportunities for growth. They work closely with executive teams to provide insights and recommendations that drive strategic decision-making. These professionals also monitor financial markets, assess economic trends, and ensure compliance with financial regulations.

When you hire financial strategists, look for people who are skilled in data analytics, financial modeling, investment analysis, and are proficient in financial software. A deep understanding of market trends, economic principles, and strategic planning is also essential. Their ability to interpret complex financial data and present actionable insights is critical for effective financial management.

Financial strategists are commonly engaged in projects such as mergers and acquisitions, financial restructuring, investment planning, and strategic growth initiatives. They play a key role in capital budgeting, financial forecasting, and developing financial policies that support long-term business objectives. By providing strategic financial insights, they help companies navigate economic uncertainties and capitalize on growth opportunities.

Why Hire Financial Strategists? 

A Financial strategist enhances a company’s financial health by developing comprehensive financial plans, analyzing data, and advising on investments and risk management. They ensure efficient budgeting, forecasting, and capital allocation, aligning financial strategies with business goals. Hiring for this skill provides expert insights, strategic decision-making support, and access to global talent for optimized financial operations, driving business success. Per Melissa Houston of She Means Profit, “the constant evolution of markets and technology, businesses need a clear financial strategy to help them achieve their objectives. A financial strategist is critical in analyzing vast amounts of financial data and making strategic recommendations to improve financial outcomes.”

When companies hire dedicated financial strategists, they gain access to expert advice that enhances financial decision-making and drives business success. These professionals bring a structured approach to managing finances, ensuring efficient resource allocation and robust risk management. The volatility of today’s market means that flexibility and agility are crucial metrics for any financial consultant, which is why so many businesses benefit from freelancers. Hiring freelance or remote financial strategists allows businesses to tap into a global talent pool, access specialized skills, and scale resources as needed. This approach saves costs and gives you access to some of the most creative financial problem-solvers on the market. 

What Skills To Look For When Hiring Financial Strategists

When defining job requirements for a financial strategist, it is crucial to consider a blend of technical skills, cultural fit, and collaborative abilities. These elements ensure that the candidate possesses the necessary expertise and integrates well within the company’s environment and works effectively with teams.

Technical Skills

  • Financial Analysis and Modeling: Proficiency in creating detailed financial models to support strategic decisions is essential. The top financial consultants are proficient with modeling and analysis software like MATLAB and Excel.
  • Data Analytics: Ability to analyze complex datasets and derive actionable insights. Deloitte has noted that demand for professionals with advanced data analytics skills has surged in recent years.
  • Risk Management: Expertise in identifying, assessing, and mitigating financial risks. In today’s rapidly fluctuating economy, your financial strategy consultants should understand how to stay ahead of the curve and remain agile in a transformative economic landscape. 
  • Budgeting and Forecasting: Skills in developing accurate budgets and financial forecasts to guide business strategy.
  • Investment Analysis: Experience in evaluating investment opportunities and optimizing capital allocation. They need to understand your company’s financial goals and how to help you achieve them through a smart investment strategy.

Soft Skills

  • Strategic Thinking: Ability to think long-term and develop strategies that align with the company’s goals.
  • Communication: Strong verbal and written communication skills to convey financial insights effectively to non-financial stakeholders.
  • Collaboration: Ability to work well with various departments and executive teams to drive financial strategy.
  • Problem-Solving: Aptitude for identifying financial issues and developing creative solutions.
  • Attention to Detail: Ensuring accuracy and thoroughness in all financial analyses and reports.
  • Alignment with Company Values: Candidates should share and uphold the company’s core values and mission.
  • Adaptability: Ability to thrive in a dynamic and fast-paced work environment.

How Much Does It Cost To Hire Financial Strategists? 

The cost to hire elite financial strategists typically ranges from $150 to $400 per hour, or a flat fee of $1,000 to $3,000 for one-time services. However, in the US, the median pay for a financial strategist was $48.02 per hour in 2022.  Annual fees based on assets under management can range from 0.5% to 2.0%​ 

Tips For Writing A Financial Strategist Job Description

When writing a financial strategist job description, highlight key responsibilities and required skills, emphasizing exciting projects and your company's culture. Your company is unique, and you should lean into what makes you stand out to attract the best talent. Use technical assessments, behavioral interviews, and case studies to evaluate candidates, and don’t forget to assess soft skills like communication and problem-solving. Ensure diversity by using unbiased language and standardized evaluation criteria. Remember, a wider range of talent brings new, innovative ideas to your company.

Financial Strategist hiring Guide

Common Interview Questions To Ask When You Are Looking To Hire A Financial Strategist

Hiring a financial strategist involves knowing what questions to ask, as well as the types of answers you should expect. The right interview questions will tell you more than just your candidate’s technical skills; they will also reveal how the candidate thinks under pressure and what soft skills they employ. 

Interview Questions and Their Desirable Answers

Can you describe your experience with financial modeling?

Detailed explanation of experience with creating and interpreting financial models, using software tools like Excel and MATLAB, and examples of how these models have been used to support business decisions.

How do you approach risk management in financial strategy?

Discussion on identifying, assessing, and mitigating financial risks, including examples of previous risk management strategies implemented successfully. Mention of tools and frameworks used.

How do you ensure accuracy in your financial analysis?

Explanation of meticulous attention to detail, use of verification techniques, peer reviews, and reliance on reliable data sources to ensure accuracy.

Can you provide an example of a successful financial strategy you developed?

Specific example detailing the situation, strategy formulated, implementation process, and the positive outcomes achieved. Emphasis on measurable results and impact on the business.

How do you stay updated with the latest financial trends and regulations?

Regular reading of financial news, subscribing to industry publications, attending webinars and conferences, and continuous professional development through courses and certifications.

Describe a time when you had to collaborate with a cross-functional team.

Example of a project involving teamwork across different departments, highlighting communication skills, conflict resolution, and successful achievement of common goals.

How do you prioritize tasks when handling multiple financial projects?

Detailed explanation of prioritization techniques such as the Eisenhower Matrix, setting clear deadlines, and using project management tools to balance workload effectively.

What software tools are you proficient in for financial analysis?

Proficiency in tools like Excel, MATLAB, Python, R, and financial software such as Bloomberg Terminal, highlighting specific use cases and advantages.

How do you handle a situation where a financial strategy didn’t go as planned?

Example of a failed strategy, analysis of what went wrong, lessons learned, and how the experience improved future strategic planning and adaptability.

What metrics do you use to evaluate the success of a financial strategy?

Discussion on key performance indicators (KPIs) such as return on investment (ROI), net present value (NPV), internal rate of return (IRR), and other relevant financial metrics.

How to Find Freelance Financial Strategists for Hire

To find financial strategists for your business, you need to start by knowing where to find financial strategists for hire. That means knowing the top sites to hire financial strategists, but it also means knowing what to look for. Any site can say that they have access to great financial strategists, but you should look for a site that curates their talent pool so only elite people are available. The last thing you want is to hire somebody who doesn’t live up to expectations. Take your time to review profiles, check ratings, and request samples of previous work to select the best fit for your needs.

Hiring financial consultants strategically is vital for ensuring your company's financial health and achieving long-term goals. These professionals bring expertise in financial planning, risk management, and investment analysis, directly impacting your business's success. By clearly defining job requirements, using effective interview techniques, and leveraging innovative hiring platforms, you can attract top talent. Emphasizing both technical and soft skills in your hiring process will ensure you find candidates who are both technically skilled and an amazing fit for your company's culture. A well-chosen financial strategist can drive your business forward, providing the insights and strategies needed to thrive in today’s complicated financial landscape.


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