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

Check out Chartered Financial Analyst (CFA) Freelancers in the United States with the skills you need for your next job.
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  • $120 hourly
    • 5.0/5
    • (52 jobs)
    Hello There, I am a freelancer with over 10 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!
    Featured Skill Chartered Financial Analyst (CFA)
    Visual Basic for Applications
    Financial Analysis
    Chartered Financial Analyst
    Valuation
    Corporate Finance
    Pitchbook
    Pro Forma Statement
    Python
    Investment Research
    Data Analysis
    Financial Modeling
    Finance & Accounting
    Intuit QuickBooks
  • $100 hourly
    • 5.0/5
    • (33 jobs)
    I am ready to take on your project and work together to achieve your objectives! I have been on Upwork since December 2022 and provide world class client service. I am Top Rated and have exceptional reviews. I have performed in Finance management and as a Chief Financial Officer - I know Finance and Accounting strategy and what your business needs to grow financially. Whether it's improving your bookkeeping, finance operations, financial planning & analysis, or overall finance strategy - I'm an expert in driving results and value in your Finance and Accounting department. Please send me a message to discuss your next Finance project!
    Featured Skill Chartered Financial Analyst (CFA)
    CPA
    Chartered Financial Analyst
    Decision Making
    Business Management
    Management Accounting
    Financial Statement
    Analytics
    Accounting
    Financial Report
    Budget Management
    Accounting Basics
    Cash Flow Statement
    Bookkeeping
    Intuit QuickBooks
  • $45 hourly
    • 5.0/5
    • (6 jobs)
    ◼️ Helping convert Legacy Excel Spreadsheets into Cloud solutions ◼️Financial Modeling, Valuation and Analysis for -Internal financial management -Revenue management & Pricing Analysis -Scenario Analysis, KPI Analysis or any other custom analysis -Mergers & Acquisitions -Investor pitch -Valuations using DCF or comparable company analysis. ◼️ Financial forecasting ◼️ Real Estate Models -Financial Model Consultant -Multifamily/ Real Estate -Commercial Models for Acquisitions including waterfalls -Business Process Outsourcing Services (Rent-roll Consolidation , research and model building) ◼️ Asset Allocation ◼️ Statistical Analysis * Performance and Attribution * Monte-Carlo simulation * GHG and Carbon Abatement. Scope 1, 2, 3 calculations and MAC Curve. * PCAF Product Development * Experience in all areas of product development, from Ideation; Business Analysis; building mock-ups; and coordinating with onshore and off-shore development teams. Investment Industry * Served on diverse investment committees for institutional-sized public and private mandates. * Conducted due diligence/research on Investment managers and products in the US, Middle East, Europe, and South Asia. * Worked for Institutional and Retail investment mandates covering the entire investment cycle starting from information gathering to asset allocation, manager selection, due diligence, and performance measurement and attribution.
    Featured Skill Chartered Financial Analyst (CFA)
    Financial Modeling
    Forecasting
    Financial Planning
    Tax Planning & Advisory
    Real Estate Investment Assistance
    Economic Analysis
    Due Diligence
    Asset Management
    Financial Report
    Investment Strategy
    Financial Model
    Real Estate Financial Modeling
    Microsoft Excel PowerPivot
    Investment Research
    Chartered Financial Analyst
  • $300 hourly
    • 5.0/5
    • (2 jobs)
    Most advisors stop at asset allocation. I start there—and then engineer execution with precision. I’m Brendan Ganji, Co-Founder and CIO of Red Night Capital, a boutique wealth management firm built for high-net-worth individuals, business owners, and families who need more than just a financial plan—they need a playbook. We don’t sell products. We design strategies. From public markets to private placements, tax-aware withdrawals to high-conviction hedging, our strength is in the structure. Where we outperform: • Advanced Derivative Overlay Strategies Think beyond buy-and-hold. We layer income-generating and risk-hedging options—put spreads, call overwriting, collars, custom structured notes—to enhance return without compromising the core. • Execution-First Portfolio Design Asset allocation is the blueprint. We focus on how each dollar is deployed, taxed, hedged, and rebalanced in real-time—whether through direct indexing, smart-beta tilts, or low-friction trading protocols. • Comprehensive Wealth Planning From multi-year Roth conversion ladders to charitable trust strategies and defined benefit plans—we tie your tax, estate, investment, and income needs together with strategic clarity. • Security-Based Lending & Liquidity Management We design lending structures that leverage your portfolio without sacrificing long-term compounding. Smart borrowing, better yield curve targeting, and debt integration built to enhance—not erode—net worth. • Boutique Attention with Institutional Sophistication No salespeople. No call centers. Just direct access to the people managing your money. My second brain lives at Midnight Dossier, where I break down market mechanics, macro risk, and financial strategy for those who want the signal without the noise. If you’re looking for someone who doesn’t just understand complexity—but uses it to your advantage—you’re in the right place. Let’s make your money work smarter, harder, and more intentionally
    Featured Skill Chartered Financial Analyst (CFA)
    Portfolio Performance Modeling
    Chartered Financial Analyst
    Financial Planning
    Estate Planning
    Cryptocurrency
    Wealth Management
    Portfolio Management
  • $100 hourly
    • 5.0/5
    • (14 jobs)
    I’ve spent the last 8 years working for one of the largest banks on Wall Street, logging tens of thousands of hours crunching numbers, building financial models and forecasts, pouring over financial statements, crafting pitch decks and presenting them to C-Suite level execs. If you're in search of a fractional CFO or financial analyst, you'll be in expert hands. Let's work together so I can handle the boring stuff, and you can focus on the parts of your business you love most! ⚡️Here's how you'll benefit by choosing to work with me: 🏆 Elite Talent: Over the past decade, I’ve honed my skills on Wall Street at one of the world’s largest banks, earned a top-10 MBA, earned the Chartered Financial Analyst (CFA) designation, and spent thousands and thousands of hours mastering the labor-intensive work, so you won’t have to! 🏆 Exceptional Results: You can expect exceptional results, from an award-winning analyst, developed by my background and training at a Tier 1 investment bank 🥇 High-Quality Deliverables: With over 10 years of experience delivering hundreds of projects to C-suite level execs, I know what’s required to consistently deliver high-quality results that always exceed client expectations 🥇 Availability and Responsiveness: Highly accessible and provide rapid responses to address your questions immediately Services Offered / Areas of Expertise: ▪️Fractional CFO, Financial Markets Pro 📈 ▪️Financial Modeling, Excel/VBA/PowerBI 💻 ▪️Analytics, Dashboards, KPIs, Tableau 📊 ▪️Pitch decks, PowerPoint presentations 🧑‍💻 ▪️Startups/VC, Unicorns, Small business 🦄 ▪️Finance Tutoring for Undergrad/CFA 📚 Background: ▪️10+ yrs corporate finance experience 💼 ▪️8yrs on Wall St. at Tier 1 Bank 🏦 ▪️Chartered Financial Analyst (CFA) 🕵️‍♂️ ▪️MBA from NYU Stern 🎓 ▪️MS Finance from U of Michigan 🎓 Looking forward to hearing from you!
    Featured Skill Chartered Financial Analyst (CFA)
    Dashboard
    Market Research
    Statistical Analysis
    Microsoft PowerPoint
    Presentation Design
    Tableau
    Equity Valuation
    Equity Research
    Chartered Financial Analyst
    Financial Planning
    Finance
    Microsoft Excel
    Financial Analysis
    Corporate Finance
    Financial Modeling
  • $95 hourly
    • 5.0/5
    • (10 jobs)
    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.
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Financial Modeling
    Financial Consulting
    Investment Strategy
    Investment Research
    Financial Analysis & Valuation
    Financial Analysis
    Microsoft Excel
  • $10 hourly
    • 5.0/5
    • (2 jobs)
    ⭐️⭐️⭐️⭐️⭐️ “Dalvin completely transformed our financial workflow. He cleaned up over two years of messy books and implemented a new system in QuickBooks that cut our month-end close time in half. His attention to detail and financial expertise gave us total confidence in our numbers. He’s not just a bookkeeper- he’s a financial strategist.” - Linda C., Founder, BrightSpace Marketing ⭐️⭐️⭐️⭐️⭐️ “Dalvin exceeded our expectations! He built a stunning Power BI dashboard that transformed how we view our sales data. His ability to turn complex datasets into clear, actionable visuals was impressive. Communication was smooth, deadlines were met, and the results were top-tier. Highly recommend him for any data visualization or BI project.” - Amanda L., Sales Director Hi, I have helped over 100+ businesses transform disorganized financial data into clean books, dynamic dashboards, and strategic insights. With 7years of experience and a CFA certification, I’ve worked with 150+ companies reconciling over $1 million in transactions, designing 100+ Power BI dashboards, and supporting portfolios exceeding $1M+. 🔥 Key Achievements: - Reconciled $1M+ in multi-entity transactions with 100% accuracy - Built Power BI dashboards that improved forecasting accuracy by 30% - Automated reporting workflows cutting month-end closing time by 40% - Delivered insights that drove a 20% boost in capital efficiency for investment firms - Published market trend reports in USA Today and supported Fortune 500 finance teams 💼 Services Offered: ✅ Bookkeeping & Reconciliation – QuickBooks, Xero, Excel ✅ Power BI Dashboards – Financial visuals, performance KPIs, and dynamic reports ✅ Budgeting & Forecasting – Scenario planning and financial modeling ✅ Data Automation – Power Query, SQL, and Power Automate integration ✅ Investment & Risk Analysis – CFA-backed insights on portfolio performance 🧠 Tools & Expertise: - Power BI | Excel | QuickBooks | SQL | DAX | Python - GAAP-Compliant Bookkeeping | Cash Flow Reporting | Asset Management - Interactive Visuals | API Integration | Real-Time Dashboards Ready to transform your financial data and Dataset into decisions that drive growth? 📩 Let’s work together message me to get started. Dalvin.
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Finance
    Statistics
    Virtual Assistance
    Data Analysis
    Microsoft Excel
    IBM SPSS
    Financial Accounting
    Financial Report
    Financial Planning
    Bookkeeping
    Accounting Basics
    Accounting
  • $200 hourly
    • 5.0/5
    • (16 jobs)
    I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.
    Featured Skill Chartered Financial Analyst (CFA)
    Financial Reporting
    Financial Presentation
    Chartered Financial Analyst
    Financial Management
    Due Diligence
    Corporate Finance
    Financial Modeling
    Mergers & Acquisitions
    Financial Analysis
  • $70 hourly
    • 5.0/5
    • (36 jobs)
    CFA Charterholder, CIPM, and seasoned Finance Manager with a robust background in financial analysis, strategic planning, and portfolio management. Expertise in real estate financial analysis, including underwriting multifamily assets for acquisition and developing comprehensive ground-up development models. Proven track record in driving business growth through innovative financial models and strategic insights. Advanced proficiency in Excel, SQL, VBA, and data visualization tools such as Tableau and Power BI. Experienced in collaborating with cross-functional teams to optimize financial performance and achieve strategic objectives.
    Featured Skill Chartered Financial Analyst (CFA)
    Financial Analysis
    Real Estate
    Investment Strategy
    Accounting Principles & Practices
    Tableau
    Real Estate Financial Modeling
    Underwriting
    Financial Modeling
    Forecasting
    Microsoft Excel
    Chartered Financial Analyst
    Financial Accounting
    SQL
  • $150 hourly
    • 5.0/5
    • (74 jobs)
    Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.
    Featured Skill Chartered Financial Analyst (CFA)
    Visual Basic for Applications
    Investment Research
    Investment Strategy
    Chartered Financial Analyst
    Portfolio Management
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $200 hourly
    • 4.8/5
    • (43 jobs)
    Data science and investment professional with over ten years of experience. Capable of creating sophisticated machine learning, marketing, financial, valuation, and M&A models. Considerable experience with forecasting, management due diligence, and investor communications. Adept in Python, R, and SQL. CFA charter holder, TensorFlow Developer certificate holder, and a certified Financial Risk Manager. Received best stock picker award for industry coverage from Thomson/Reuters.
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Quantitative Analysis
    Equity Research
    Statistics
    Forecasting
    RStudio
    Financial Modeling
    Investment Research
    Content Writing
    Investment Strategy
    Microsoft Excel
    Financial Analysis
    Machine Learning Model
    Machine Learning
    Python
    Data Science
  • $65 hourly
    • 5.0/5
    • (1 job)
    "3P"-focused ("People, Planet, Profit") business executive and start-up founder. I am an experienced investment banker, Chartered Financial Analyst, and sustainability entrepreneur. I have successfully worked with clients ranging from multi-billion-dollar market cap, publicly listed companies in numerous sectors, to early-stage start-ups. My portfolio of capabilities include: * Financial strategy, company valuation, financial modelling, financial planning, institutional equity research and sales, investment research, investment management, economic analysis, financial inclusion, financial education. * Corporate sustainability, sustainable finance, ESG, GRI, SASB, GHG Protocol, UN SDGs, sustainable human resources management, sustainable supply chains. * Business development, business building, entrepreneurship, start-ups, corporate sales, project management, multi-cultural cross-border team building and leadership, operations. I look forward to being of service to you and your company.
    Featured Skill Chartered Financial Analyst (CFA)
    Corporate Social Responsibility
    Environmental, Social & Corporate Governance
    Sustainability
    Chartered Financial Analyst
    Equity Research
    Company Valuation
    Business Valuation
    Financial Analysis
  • $150 hourly
    • 5.0/5
    • (4 jobs)
    Hardworking dad providing balance sheet consulting advice to institutions by day, juggling family and side-hustles by night. MBA in Finance and Strategy. Tortured myself through CFA curriculum. Adds value to financial analysis, investments, cash management, writing, and business strategy projects. Loves business writing. Need copy edits? I’ll redline it. Need a finance blog? I got you. I look forward to working with you!
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Blog Content
    Investment Research
    Balance Sheet
    Finance
    Writing
    Bloomberg Terminal
    Economics
    Forecasting
    Business Management
    Editing & Proofreading
    Investment Strategy
    Strategy
    Financial Analysis
  • $125 hourly
    • 5.0/5
    • (12 jobs)
    As a finance professional with over a decade of experience at bulge bracket investment banks (Goldman Sachs and Morgan Stanley) in New York working in Equity Research and Investment Banking, and consulting with hedge funds and investment funds, I am your go to Excel and financial modeling expert. I am also highly experienced in creating deep dive investment research and content including pitch decks and fund raising presentations. I have a decade of experience doing this type of work, but I am new to Upwork. As such, I am offering a steep discount for my first few clients! Expertise includes: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Investor relations - Business case writing and preparation - Investment content - Business and research writing - Financial analysis - Valuation - Investor presentations - Real estate market research - Accounting - Fractional CFO My prior freelance experience (outside of Upwork) includes: - I was solicited by a hedge fund with over $500mn in AUM to build bespoke advanced financial models with scenario analyses. - I was solicited by a REIT-dedicated hedge fund to create bespoke research notes based on fundamental and technical analyses. - I was solicited by a special situations value oriented investment fund to build bespoke models including DCF and LBO analyses. - I was solicited by a quick service restaurant franchise owner to provide fractional CFO services. I am deadline driven, and I aim to consistently exceed my clients’ expectations. Furthermore, all work is completed by me. Providing quality wok and clear communication is important to me. I look forward to working with you! Certifications: - Chartered Financial Analyst (CFA), CFA Institute ID: 8373047 - Chartered Alternative Investment Analyst (CAIA), Charter ID: 71391 - Certified Public Accountant (CPA) in the state of New York, License No: 135195 - CFA Institute’s Certificate in ESG (Environmental, Social, and Governance) investing - Previous FINRA Series 7, 63, 86, and 87 holder Education: - Bachelor of Accountancy from Brigham Young University, Marriott School of Business - Master of Accountancy from Brigham Young University, Marriott School of Business Colleague Recommendations: “I had the pleasure of working with Kevin for two years at Goldman Sachs. He was a big contributor in my development as I ramped up as a first year analyst. Kevin is analytical, intellectually curious, disciplined, and a real team player. I happily recommend him and am sure he will be a valuable asset to any organization he is part of.” “Few people have the opportunity to work with someone as ‘teamwork oriented’ as Kevin. I had the pleasure of working with Kevin on several teams in courses we enrolled in during our undergraduate and graduate studies and on teams representing our alma mater in national competitions. Kevin’s ability to motivate and work with others was unlike any I’ve seen before and made a dramatic increase in the morale and focus of these various teams. As a team member or a leader, Kevin earns my highest recommendation.”
    Featured Skill Chartered Financial Analyst (CFA)
    CPA
    Real Estate Investment Assistance
    Investment Strategy
    Accounting
    Capital Markets
    Pitch Deck
    Investment Banking
    Investment Research
    Real Estate Acquisition
    Real Estate Financial Modeling
    Market Research
    Financial Analysis & Valuation
    Chartered Financial Analyst
    Microsoft Excel
    Financial Modeling
  • $50 hourly
    • 5.0/5
    • (1 job)
    CAREER OBJECTIVE Hardworking, highly motivated professional trader/technical analyst eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different market environments and drive company objectives. Resourceful and resultsdriven with a passion for growth and efficiency to meet company needs and increase service value. With over 30 years experience trading the equity markets via options, John Zeno not only brings experience but also the extensive knowledge of multiple proven strategies used daily to book winning trades. From successfully navigating the Dot Com bubble years, to now Crypto Currencies, With a love for fast paced daily trading, he has many tools at his disposal that most traders may not even know exist. Over the last 5 years he has added these tools and expertise to now accurately trade in the Crypto markets as well. Documented trades
    Featured Skill Chartered Financial Analyst (CFA)
    Derivatives Trading
    Trading Strategy
    Forecasting
    Trend Analysis
    Trend Forecasting
    Chartered Financial Analyst
    Cryptocurrency
  • $60 hourly
    • 5.0/5
    • (7 jobs)
    If you hire me, you get 28 years of Wall Street experience very inexpensively. You can find people who charge less, but you get what you pay for. Also, think about what you really need when you hire someone here. I see a lot of strange postings asking for a "talented and skilled professional" in some very specialized project type like building a cap table or analyzing average selling price. That's not how finance works: you don't want someone who has such a narrow skill set. Rather, hire someone who has seen it all and done it all. Someone who knows how it all fits together: building a good financial forecast, creating a valuation comparison, discounted cash flow, creating a business plan and pitch deck. Presenting complex financial topics to others in a way they can understand. These are not isolated tasks. I'm the good-all-around guy: a former journalist turned financial analyst and investor who also has tons of teaching experience. There are lots of project samples in my profile that show how I take financial inputs and make good sense of them. I look forward to working with you.
    Featured Skill Chartered Financial Analyst (CFA)
    Bankruptcy
    Financial Statement
    Business Plan Writing
    Business Plan
    Excel Formula
    Microsoft Excel
    Chartered Financial Analyst
    Financial Analysis
    Financial Analysis & Valuation
    Bookkeeping
    Tutoring
    Tutorial
    AI Writing Generator
    Writing Critique
    Writing
  • $200 hourly
    • 4.7/5
    • (16 jobs)
    I am a financial expert with over 15 years of experience in investing strategies, options trading, and portfolio management. I recently completed the Chartered Financial Analyst (CFA) program. I have a B.S. in Mechanical Engineering and an MBA with a concentration in finance from the University of Florida. I also speak fluent Spanish. Since 2009, I have co-owned a wealth management firm. I am passionate about helping individuals and businesses understand and apply investing strategies. I have extensive experience using ThinkorSwim, Fidelity Pro, and Tastyworks. I can easily adapt to other trading platforms when needed. Services: Coaching - Options Trading, Investing Strategies Research Reports - Businesses, Stocks, Industries, Investments Stock Valuations Business Valuation Portfolio Review I am available for coaching sessions via Zoom.
    Featured Skill Chartered Financial Analyst (CFA)
    Financial Modeling
    Business Valuation
    Investment Research
    Investment Strategy
    Stock Option Agreement
    Portfolio Management
    Forecasting
    Chartered Financial Analyst
    Marketing Strategy
    Financial Analysis
  • $75 hourly
    • 5.0/5
    • (14 jobs)
    Editor of ETF Focus on TheStreet.com. CFA charter holder since 2004. 20+ years of experience with financial services and investment firms. Background includes investment analysis & research, financial analysis, treasury, accounting and data analysis. Contributing writer at Seeking Alpha. Past contributor to ETFdb.com, ETF Trends and ETF Daily News.
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Investment Research
    Investment Strategy
    Article Writing
    Blog Writing
    Financial Analysis
    Report Writing
    Portfolio Management
    Financial Modeling
  • $100 hourly
    • 5.0/5
    • (13 jobs)
    Skills: CFA Charterholder (Chartered Financial Analyst), Finance professional with skills with experience in Operations and Margin Analysis. I have a strong specialty in unveiling insights to businesses through analytics and exploring unique approaches, and I have led teams focusing on these areas. I drive value to the bottom line and unveil feasibility of identified and unidentified initiatives. I have a strong comprehensive knowledge of Planful EPM software (formerly Host Analytics). I spoke as a subject matter expert in front of 140 company representatives at the Las Vegas Perform 2019 & 2022 Conferences, and I was 1/10 non-Planful employees invited to speak at the Virtual Perform 2021 Conference. Lastly, I was invited to be featured on a 1-hour Planful Podcast session hosted by Planful CMO. My entrepreneurship certificate in school provided me with exposure to start-ups and scripting multiple business plans, models, and processes. I type 140 WPM, so I am far quicker at completing tasks than others. My two best overall contributions lie in my approach to problem-solving: 1) I am rarely content with a current process; I am always looking for better, more efficient methods 2) I believe in permanent fixes to promote longevity in processes. After I make the appropriate adjustments, I wish any successor to be able to easily continue the process on their own. Personality: I am highly intrinsically-motivated with a constant desire to succeed, help others succeed, and learn what makes businesses fail and thrive. I pride myself on my genuine interest in problem-solving and the resulting executive decisions which arise from my work. I am extremely competitive, and I welcome obstacles. Interests/Hobbies: Soccer, Beach Volleyball, Skiing, Traveling
    Featured Skill Chartered Financial Analyst (CFA)
    Visual Basic for Applications
    Chartered Financial Analyst
    Financial Presentation
    Process Improvement
    Planful
    Microsoft Excel
    Financial Modeling
    Financial Analysis
  • $15 hourly
    • 5.0/5
    • (5 jobs)
    Hey, I'm Asif! A social media strategist with 5 years of expertise, dedicated to boosting brands and businesses to new online heights. My passion lies in crafting a seamless social media experience that not only validates your brand but also transforms your aspirations into living realities. Let's embark on this journey of growth and success together! I specialize in captivating content, engaging stories, and eye-catching visuals across any platform. As your social media manager, I'll partner with your brand, turning your social media dreams into reality while driving remarkable growth. With boundless energy, friendliness, and professionalism, we'll captivate your audience, build brand awareness, and foster meaningful connections. Let's unlock your brand's full potential and soar to new heights together! So what exactly can I bring to the table to help your business/brand? • End-to-End Social media growth solutions • Increase your followers • Optimize your content creating strategy • Copywriting suited to your content • Top-notch community management • Connect you with the CORRECT and IDEAL audience • Increase brand awareness with organic content •••••••••••••••••••••••••••••••••••••••••••••••••••• I genuinely prioritize understanding the specific needs of each project I undertake for my clients, aiming for successful outcomes that align perfectly with those needs. I'd be delighted to share more about myself and also learn about you and your current business. If you're truly committed to making a positive impact on your social media brand/business, I invite you to reach out. I'm offering a FREE 20-30 minute discovery call, where we can delve into your current situation and analyze it together. Let's embark on this journey of transformation and growth.
    Featured Skill Chartered Financial Analyst (CFA)
    Financial Reporting
    Investment Research
    Video Editing
    Financial Accounting
    Finance & Accounting
    Administrative Support
    Web Design
    Chartered Financial Analyst
    Business Intelligence
    Business Analysis
    Art & Design
    Photography
    Finance
    Customer Service
    Office 365
  • $38 hourly
    • 0.0/5
    • (0 jobs)
    I hold the CFA designation, which has given me a wealth of skills related to investment management, wealth management, wealth planning, and the developing, training, and implementation of new systems and processes. I'm excellent with Excel, eMoney, SalesForce, and multiple other reporting and analysis tools.
    Featured Skill Chartered Financial Analyst (CFA)
    eMoney Advisor emX
    Bloomberg Terminal
    System Configuration
    Team Building
    Personal Finance & Wealth Management
    Wealth Management
    Chartered Financial Analyst
    Strategy
    Investment Research
    Business Management
  • $50 hourly
    • 5.0/5
    • (1 job)
    I am a strategy analyst at a major bank specializing in analyzing large datasets to provide meaningful insights that drive business decisions. I use Microsoft Excel and Power BI to clean, analyze and visualize data. I have a bachelor’s degree in Economics and earned the Chartered Financial Analyst (CFA) designation in 2022.
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    Financial Analysis
    Data Visualization
    Data Analysis
    Excel Formula
  • $30 hourly
    • 5.0/5
    • (8 jobs)
    I have successfully delivered financial modeling, investment research, and data-driven insights for portfolios exceeding $100M in assets, working with Fortune 500 companies, hedge funds, and investment firms. My expertise spans business intelligence, automation, and financial strategy, helping organizations make informed decisions and optimize profitability. Key Achievements & Projects: ✔️ Managed & analyzed portfolios worth $100M+, driving high-yield investment decisions. ✔️ Developed interactive Power BI dashboards, improving financial reporting and performance tracking. ✔️ Automated financial data pipelines, reducing manual workload by 60%. ✔️ Optimized forecasting models with DAX & SQL, improving accuracy by 30%. ✔️ Designed API-integrated data solutions, streamlining cross-platform reporting. ✔️ Published market analysis reports in USA Today, covering equities, forex, and macroeconomic trends. ✔️ Implemented risk management strategies, cutting portfolio risks by 30% for an investment firm. ✔️ Enhanced capital allocation strategies, increasing investment efficiency by 20%. My Expertise Includes: ✅ Investment Research & Market Analysis – Data-backed valuation models, asset allocation, and risk mitigation. ✅ Financial Modeling & Forecasting – Advanced Excel & DAX models for budgeting, M&A, and predictive analytics. ✅ Data Analytics & Business Intelligence – Power BI, SQL, Python, R, and automation tools to transform raw data into insights. ✅ Automation & API Integrations – Power Automate, SharePoint, Dataverse, and cross-platform reporting. ✅ Risk Management & Strategy – Proven risk mitigation techniques reducing portfolio risks. How I Work: 🔍 Project Understanding – Define objectives, scope, and deliverables. 📊 Data-Driven Solutions – Provide actionable insights through analytics and visualization. ⏳ Execution & Delivery – Ensure timely, high-quality results with transparent communication. 📩 Let’s collaborate to drive data-powered financial success—message me today! 🚀
    Featured Skill Chartered Financial Analyst (CFA)
    Financial Reporting
    Microsoft Excel
    Chartered Financial Analyst
    Account Reconciliation
    Accounts Payable
    Financial Projection
    Virtual Assistance
    Data Analysis
    Bookkeeping
    Statistics
    IBM SPSS
    Financial Analysis
    Finance
    Accounting
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    i am a seasoned financial professional with extensive experience in investment banking advisory, M&A, capital raising, corporate finance and investing. Strong track record of expertise in providing strategic advice, executing complex transactions and finding tailored and value-added solutions for clients. Driven by sense of urgency, ownership, and personal accountability committed to personal and professional growth.
    Featured Skill Chartered Financial Analyst (CFA)
    Coaching
    Chartered Financial Analyst
    Financial Analysis
    Financial Analysis & Valuation
    Company Valuation
    Valuation
    Financial Model
    Financial Modeling
    Financial Planning
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    I'm a former Credit Suisse investment banking analyst with experience executing M&A, capital raising, and strategic advisory transactions, primarily in the consumer, telecom, industrials, healthcare, and fintech sectors. I’ve advised on deals ranging from $100M to $2.2B, working closely with founders, corporates, and investors to deliver high-impact financial models, valuations, and pitch materials. With a CFA charter and a Master’s in Finance from London Business School, I combine technical expertise with strategic insight to help startups and investors make smarter decisions. Whether it's building investor-ready pitch decks, conducting market research, or structuring transactions, I bring precision, speed, and clarity to every engagement. Now, I work with founders, funds, and operators to turn complex financials into compelling narratives and help close the deal.
    Featured Skill Chartered Financial Analyst (CFA)
    Business Plan
    Cash Flow Analysis
    Startup Consulting
    Go-to-Market Strategy
    KPI Metric Development
    Startup Pitchbook
    Investment Banking
    Chartered Financial Analyst
    Financial Analysis
    Market Research
    Report Writing
    Presentations
    Pitch Deck
    Business Valuation
    Financial Modeling
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    I am a CPA/CFA specialized in providing CFO and bookkeeping services with over 12 years of experience with a focus on entertainment industry professionals. I have managed the accounting and finances for multiple startups from inception through sale at upwards of 9-figure valuations.
    Featured Skill Chartered Financial Analyst (CFA)
    Chartered Financial Analyst
    CPA
    Financial Analysis
    Financial Consulting
    Finance & Accounting
    Bitcoin
    Financial Planning
    Bookkeeping
    Accounting Basics
    Accounting
  • $175 hourly
    • 0.0/5
    • (0 jobs)
    EXECUTIVE SUMMARY: A veteran investment leader with over a decade of experience in multi-stage venture investment and private markets, with a proven track record of executing investments and building investment operations from the ground up to deliver top-tier, long-term results. Skilled in capital raising, forging high-value relationships, and delivering expert guidance to clients and stakeholders. A catalyst and contributor to executive strategic initiatives, pursuing complex objectives with intellectual rigor and a relentless entrepreneurial determination. CORE STRENGTHS: - Investment Leadership: Performing and leading cross-functional teams across all phases of the venture primary and secondary investment lifecycle, across all maturity stages, deal types, and security classes. - Extensive Investment Toolset: Valuation, proprietary investment frameworks, market research, financial modeling, competitive analysis, deal structuring, performance analysis, and other technical skills. - Due Diligence: Performing primary-level due diligence at any stage of the private issuer lifecycle, focusing on investment decision-making relevance and risk mitigation. - Capital Raising: Conducting capital raising and private placements, as well as building trusted relationships with investors and stakeholders based on delivering exceptional investment results, guidance, and insight. - Communications: Crafting compelling communications for external and internal stakeholders, from client-facing investment memoranda to complex internal strategic proposals.
    Featured Skill Chartered Financial Analyst (CFA)
    Investment Strategy
    Strategy
    Financial Modeling
    Financial Analysis
    Chartered Financial Analyst
    Private Equity
    Venture Capital
    Valuation
    Due Diligence
    Investment Research
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