Hire the Best Chartered Financial Analyst (CFA) Freelancers
in the United States

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

🎯 Founder@VCFO Solution (M&A, Fundraising&Fractional CFO) & Three Infinity (Hybrid Capital & Tech Advisory) 📚 CFA, CPA, CA, MBA (Ex-Big 4 Accounting Firm & Investment Banking & PE/VC & Corporate Finance Partner for companies at various stages and industries) 📍 15+ Years | M&A Due Diligence | Fundraising | CFO Services I operate at the absolute intersection of capital logic and Tech execution. As the founder of 3 Infinity and VCFO Solution, I provide "Plug-and-Play Transaction Services" for Search Funds, Private Equity, Strategic Buyers, and Growth Stage Companies. Backed by $18B+ in executed Wall Street transaction experience, I deploy tech-accelerated workflows to reduce fundraising, M&A and financial transformation timelines by 70%. ⸻ 💼 Core Expertise & Mandates ✅ Quality of Earnings (QoE-Lite) & M&A Diligence • Rapid EBITDA Normalization & Add-back validation • Working Capital reconstruction & Red Flag analysis • Converting messy target data rooms into audit-ready diligence memos ✅ M&A Financial Modeling & Valuation • Dynamic 3-Statement LBO & Acquisition modeling • Post-close integration & synergy tracking • Cap Table dilution & scenario stress-testing ✅ Exit-Ready Financial Infrastructure (Seed to Series D) • Board-level KPI & Unit Economics (CAC/LTV) modeling • Institutionalizing fragmented startup financials to survive VC scrutiny ⸻ 🔍 Why Partner With Me? You are not hiring a freelancer; you are partnering with an Tech-Accelerated Advisory Firm. By utilizing advanced data-structuring tools, I eliminate the bloated overhead of traditional advisory firms, delivering Wall Street rigor at venture speed. Note: While my consulting rate reflects the institutional expertise and transaction velocity I provide, I primarily operate on a flat-fee, project-based model (e.g., QoE delivery, M&A modeling, Fractional CFO) to ensure total alignment on timelines and outcomes. 💬 Message me to discuss your next project!

An experienced professional research analyst with over 12 years of equity investment research experience across value, growth, & core investment styles, performing fundamental bottom-up investment research grounded in rigorous analysis and due-diligence of company management teams and business cycles for long-only and long/short buy-side institutional asset managers, hedge funds, investment managers, family offices, private equity funds, Big 3 consulting firms, Fortune 500 companies, and expert networks. - CFA® Charterholder, CFA Institute: Chartered Financial Analyst - CMT® Charterholder, CMT Association: Chartered Market Technician - CAIA® Charterholder, CAIA Association: Chartered Alternative Investment Analyst - #5 ranked analyst for the Technology Sector on Sum Zero - Asset Classes: Equities, Options, Derivatives, ETFs, Preferred Equities, Intangible Assets (Spectrum, Off-Balance Sheet & Hidden Assets, Deferred Tax Assets, M&A, Spin-offs/Split-offs), Distressed Debt Investments - Investment Styles: Deep Value and Core-Growth with a high-quality bias focusing on enterprise value-based analysis, free cash flow, comparable company relative value market multiple analysis, dividend discount model, Gordon Growth Model, one-stage, two-stage & three-stage growth models - FactSet, Bloomberg, S&P Capital IQ, Microsoft Office, VBA, Macros, Excel, Word, PowerPoint, CS Holt, Eikon, MSCI, MorningStar Direct, Starmine, Thomson Reuters, Python - Ability to research and investigate across equities, distressed, derivatives, options, and ETFs across all sectors - A unique perspective on market dynamics incorporating economic analysis gleaned from educational background forged in years of rigorous research tackling problems on the macro and micro levels - Creative solutions finder and provider that can apply conventional methods to unconventional problems or unconventional frameworks to conventional business concepts - Experienced in marketing and market positioning analysis - Excellent oral, written, interpersonal and presentation communication skills across various mediums including Word, PowerPoint and Excel - Highly experienced in data analysis and Excel work as well as PowerPoint presentations and written analysis in Microsoft Word - Research coverage ranged from fintech, software, and SaaS TMT industries to energy, industrials, and materials but my primary focus was on emerging or disruptive players and their disintermediation threat to incumbents I have over 10 years of equity investment research and analysis experience. Stylistically opportunistic event-driven special situations equity analyst researching micro-cap, small-cap and mid-cap stocks with top-class financial modeling skills (see examples). My sector coverage ranges across the TMT, FinTech, communications, consumer, industrials, energy and materials sectors. Swing trader focused on under-followed or under-appreciated companies with meaningful catalysts and high-growth opportunities. Utilize a blended fundamental and technical-based research for swing trading approach. Professional background at a top 5 asset manager (BNY Mellon Asset Management), long/short event-driven special situations hedge funds and long-only investment manager. I conduct research and analysis on industries, market trends, equities, and build fully-integrated 3-statement financial models with valuations, discounted cash flow analysis and sensitivity tables. I also conduct analysis using comparable transactions, comparable company analysis and market multiples to justify investment decisions and valuations. I have directed portfolio positioning decisions and issued buy/sell/hold recommendations on individual securities for institutional asset management in excess of $100 million in value. Highly experienced investment commentary writer and have been writing for the institutional asset management industry for over 10+ years. Examples are attached and are also listed in my profile. I can work with any market or asset class. I have worked as a writer and editor for CopyLab and Investopedia on a consistent basis. I have a thirst for financial markets and understand the compliance restrictions around investment commentary. Extensive experience writing original research content for in-depth white papers (option-overlay buy-write strategy) and color commentary on investment markets on an ad hoc and recurring weekly/monthly/quarterly basis for years • Current equity and distressed investment research analyst performing rigorous, in-depth, bottom-up fundamental research and analysis of US small, mid, and micro-cap equities across all sectors with a focus on Technology, FinTech, Consumer Discretionary, Consumer Staples, Communications, Industrials, Energy, and Materials • Former Equity Analyst with generalist coverage focusing on the small, smid, mid and large cap universes for the Institutional Equity Investment Team at GW&K Investment Management (Affiliated Managers Group subsidiary)

Freelance financial consultant, MBA graduate, and CFA Charterholder with 15+ years of experience working in financial services. Excel and financial modeling expert with high attention to detail and excellent communication skills.

I am a CFA charterholder and have an MBA in Finance. I have 4+ years of experience with Alliance Bernstein in equity research across US Software, European General Retail, India Internet and India strategy sectors. I have expertise in financial modelling, financial statement analysis and valuation. I have authored multiple sector and company initiation reports which involved deep-diving into sector growth, competitive landscape, company financials, strategies and management.

Proven on the ground and now here on Upwork, I am determined to make my mark in freelancing as a highly skilled accounting professional, having hands on experience with 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗜 𝗫𝗲𝗿𝗼 𝗜 𝗪𝗮𝘃𝗲 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗜 𝗭𝗢𝗛𝗢 𝗜 𝗢𝗱𝗼𝗼 𝗜 𝗕𝗶𝗹𝗶𝗱𝗶𝘂𝗺 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀: ✅ Implemented a QuickBooks Online system for a small business, resulting in a 15% reduction in accounting fees. ✅ Prepared financial statements that assisted a client in securing investment for business expansion. ✅ Reduced a client's accounts payable by 10% through the introduction of an effective bill management system. A Chartered Financial Analyst (CFA) with over 10 years of experience in the financial industry, now specializing in cloud-based accounting platforms. I specialize in delivering tailored business, operational and financial strategies to propel businesses forward. I offer comprehensive financial services across a variety of industries, including technology, retail, healthcare, manufacturing, real estate, and e-commerce platforms such as Amazon, Shopify, and eBay. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗜 𝗼𝗳𝗳𝗲𝗿: 1. Managing invoicing and billing processes 2. Performing account reconciliations 3. Managing accounts receivable and payable 4. Administering payroll management 5. Developing a chart of accounts 6. Conducting journal entries for year-end adjustments 7. Transferring data across various accounting platforms 8. Generating management reports 9. Creating financial statements from raw data 10. Conducting data entry, ledger maintenance, and trial balance preparation 11. Performing ratio analysis 12. Conducting feasibility analysis and reporting 13. Providing virtual assistance services 𝗪𝗵𝘆 𝗺𝗲? 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: I bring a high level of proficiency and knowledge. 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Tailored strategies and solutions to meet your unique business needs. 𝗔𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝘁𝗼 𝗗𝗲𝘁𝗮𝗶𝗹: Meticulous and thorough approach to ensure accuracy and compliance. 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆: I am available 24/7 from my well-equipped corporate office with a strong internet connection. Whether you're a small startup or a large corporation, I am here to assist you in navigating the complexities of financial management. Let's collaborate to achieve unparalleled business success. I look forward to your inquiries and invites.