A Chartered Financial Analyst (CFA) with 7 years of experience in financial modeling, budgeting, financial planning and analysis.
Developed financial models and/or market research for co-working space, elderly care, smart home, smart city initiative, mobility, LBO, agri-business, FMCG and franchise based retail chain.
In addition, have solid expertise in the following:
★ Business case solving and equity research report writing with relevant financial forecast and investor presentation
★ Carrying out relevant costing for differential anaylysis (i.e., make vs. buy, lease vs own etc.)
★ Academic report writing and presentation preparation on strategic managememt, marketing, planning and corporate finance
★ Data cleaning, manipulation, and visualization in MS Excel and Power BI
★ Financial due diligence for Private Offering, Initial Public Offering (IPO), Rights Offering and Small-cap investing
★ Report writing for grant, business plan, market research, competitive positioning and SWOT analysis
★ Preparation of business valuation, information memorandum and feasibility report of companies with projected financial statements and Discounted Cash Flow (DCF) model
★ Preparation of management report for improvement in profitability, business case evaluation and cash flow analysis
Financial Planning
Financial Modeling
Business Cases
Financial Projection
Financial Analysis & Valuation
Equity Research & Analysis
Real Estate Financial Model
Coursework Assignment
Cash Flow Modeling
Power Query
Financial Management
Mergers & Acquisitions
Microsoft Power BI Data Visualization
Financial Presentation
Budget Planning
MD Touhidul I.
Rangpur, Bangladesh
$15/hr
5.0
22 jobs
If your project is related to financial analysis, modeling, portfolio construction, stock analysis, and market insights, I can do it. You can also hire me as your RESEARCH ASSISTANT for doing the "DATA ANALYSIS" part of your research project.
I am also open to the typical Finance jobs such as company valuation, projection, ratio analysis, project valuation, option pricing using the Binomial and Black-Scholes model.
My profile:
- BBA in Finance
- MBA in Finance
- Financial analyst at Rupali Bank Limited
- Co-author of Business Digest
My services:
- Financial analysis
- Financial writing
- Data analysis
- Financial modelling
- Projection and valuation
Sincerely,
Md. Touhidul Islam
Corporate Finance
Article Writing
Spreadsheet Software
Accounting
Statistical Analysis
Cryptocurrency
Financial Analysis
Microsoft Excel
Financial Projection
Equity Research
Economics
Company Valuation
R
Financial Report
Mathematics
Financial Modeling
Nazmul Hasan T.
Dhaka, Bangladesh
$10/hr
4.7
133 jobs
✅ Upwork Top Rated Freelancer ✅ Professional Bookkeeper ✅ Full Charge Bookkeeper ✅ Certified QuickBooks Online Advanced ProAdvisor ✅ QuickBooks Cleanup & Catchup ✅ Bank Reconciliation ✅ Microsoft Excel Expert ✅ Quickbooks expert ✅ Expert Bookkeeper ✅ Real Estate Bookkeeper ✅ Balance Sheet, Profit and Loss, Cash Flow Statement reporting.
Are you at the stage where your business is growing, and revenue is coming in, but managing your books feels overwhelming? Let me handle your bookkeeping and financial management so you can focus on growing your business. I'm here to support your success.
With over a decade of experience in diverse industries such as restaurant, trading, real estate, property management, vacation rentals, e-commerce, technology, healthcare, manufacturing, automotive, nonprofit, digital marketing, and various service sectors, using QuickBooks Online. My services include transaction categorization, bank reconciliation, QuickBooks cleanup & catchup, and generating financial reports, balance sheet, profit and loss, and cash flow statements.
I am a top-rated freelance bookkeeper with expertise in QuickBooks Online, Xero, Wave Accounting, cloud bookkeeping, and Excel. My skills include accounting, payroll processing, 1099 preparation for contractors, accounts payable, accounts receivable, and inventory management. I specialize in setting up charts of accounts, QuickBooks cleanup, catchup, and bank & credit card reconciliation. I excel at clearing backlog bookkeeping, implementing streamlined workflows, and generating up-to-date financial reports.
Experienced full-charge bookkeeper skilled in managing all aspects of bookkeeping, including QuickBooks cleanup, balance sheet preparation, profit and loss reporting, and QuickBooks Online expertise. As a professional bookkeeper, I specialize in ensuring accurate financial records and providing actionable insights. My services include QuickBooks cleanup, bank reconciliation, and detailed reporting such as profit and loss and balance sheet analysis. Let this bookkeeper streamline your QuickBooks Online.
QuickBooks cleanup is essential for businesses to ensure accurate financial records and efficient operations. With my expertise in QuickBooks cleanup, I can identify and correct errors, organize accounts, and optimize your financial data. Whether reconciling accounts, categorizing transactions, or addressing discrepancies, my QuickBooks cleanup services will restore your books to a reliable state. Trust my QuickBooks cleanup solutions for precise financial management and improved reporting.
A skilled bookkeeper ensures accurate bank reconciliation for credit card transactions in QuickBooks Online. This process involves QuickBooks cleanup, matching credit card statements with records, and resolving discrepancies. Accurate bank reconciliation leads to precise balance sheet and profit and loss reports, enhancing financial clarity and compliance in QuickBooks Online.
Creating a Balance Sheet in QuickBooks Online is essential for financial clarity. A bookkeeper performs QuickBooks cleanup and bank reconciliation to ensure accurate data. The balance sheet in QuickBooks Online reflects assets, liabilities, and equity. With accurate profit and loss statements, the balance sheet in QuickBooks Online provides a comprehensive view of your business's financial health.
Managing real estate in QuickBooks Online involves efficient financial tracking and reporting. A bookkeeper performs QuickBooks cleanup and QuickBooks catchup, ensuring all transactions are up-to-date. With accurate bank reconciliation, you get precise balance sheets, profit and loss, and cash flow statements. Real estate in QuickBooks Online streamlines financial management for clarity and compliance.
As an e-commerce bookkeeper, I'll integrate your Shopify, Amazon, and eBay with QuickBooks Online. I'll ensure accurate matching of daily sales, refunds, and store fees with QuickBooks bank feed to avoid double recording. I'll set up the chart of accounts properly and keep your books up-to-date, ensuring accuracy and financial clarity.
I've Collaborated with 50+ US, UK, and Canadian clients as a Bookkeeper, managing chart of accounts, bookkeeping, Books Catchup, Cleanup, Reconciliation, and generating monthly financial statements like balance sheets, profit and loss, and cash flow.
By choosing me as your Bookkeeper, you're enlisting a collaborative partner who works both with you and for you. This allows you to shift your focus from working on your business to strategically working on it. I'll provide real-time insights into your business's financial health, aiding you in attaining both short-term wins and long-term objectives.
𝐈𝐍𝐕𝐈𝐓𝐄 𝐌𝐄 𝐈𝐅 𝐍𝐄𝐄𝐃 𝐀𝐒𝐒𝐈𝐒𝐓𝐀𝐍𝐂𝐄 𝐓𝐇𝐄 𝐁𝐄𝐋𝐎𝐖 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒
bookkeeper, bookkeeping, quickbooks online, quickbooks cleanup, quickbooks catchup, bank reconciliation, balance sheet, profit and loss, accountant, quickbooks cleanup, books cleanup,
Bookkeeping
Accounting
Bank Reconciliation
Microsoft Excel
Data Entry
Intuit QuickBooks
Account Reconciliation
Financial Accounting
Accounts Receivable
Accounts Payable
Balance Sheet
Accounting Basics
Accounting Software
Xero
Administrative Support
Md Hamid I.
Dhaka, Bangladesh
$10/hr
5.0
11 jobs
I am a professional Financial Analyst with a practical work experience of about 12 years and very good track record in developing and maintaining client relationship and consistently delivering investment related works including financial model and valuation. I am expert in financial modeling, pitch deck and business writing. I have an added experience in power and energy sector financing including grid tied solar power.
I am fluent in English and Bengali.
Skilled in Financial Modeling, Pitch Deck Consolidation, Business Presentation, Microsoft Excel, Business Report writing, preparation of Information Memorandum, SOWT analysis, Valuation Model, Documentation, Business proposal, Credit Risk Management, Corporate Finance, Business and Term Sheet negotiation etc.
Corporate Finance
Financial Modeling
Report Writing
Valuation
Project Finance
Documentation
Pitch Deck
Microsoft Excel
Business Presentation
Contract Negotiation
Investment Banking
Business Proposal
Business Proposal Writing
Risk Management
SWOT Analysis
Shah A.
Dhaka North City Corporation, Bangladesh
$50/hr
5.0
24 jobs
If you are looking for funding then I can significantly increase your chances. I have written 230+ Business Plans and 37+ Pitch Decks and 87+ Grant Proposals. I have helped raise more than $150 million so far.
I have access to $20K/ Year worth of data subscriptions which helps me access premium data which you won't find on Google. This helps me find out if your sales projections are unrealistic or your pricing strategy is on the higher end.
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🟩𝐑𝐀𝐈𝐒𝐈𝐍𝐆 𝐋𝐎𝐀𝐍/ 𝐄𝐐𝐔𝐈𝐓𝐘:
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I will work with you as a partner to find out flaws in your current business model. This involves analyzing your plan and asking the following questions:
🟧 Who is your target market?
🟧 Why do you think that you will be able to reach $5 million of sales in 3 years?
🟧 In order to reach $5 million of sales, how much investment do I need?
🟧 Are you experienced, and do you have a team?
🟧 What is your value chain process?
🟧 What is your global and regional market potential in terms of $ value?
There can be more questions depending on your case. So, as you can see I have been on the other side of the table and understand investor and bank's mindset very well so prepare you for these questions. It requires thorough market research and deep understanding of your idea and business model to be able to create top notch investor ready documents.
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🟩𝐀𝐁𝐎𝐔𝐓 𝐌𝐄:
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I am the Managing Partner at Skyrocketbpo which is registered in UK as a LLC. I have 11+ years of experience as an Investment Banker. I have completed CFA Level II and MBA from HEC Paris. In addition, I have an Executive Degree in Private Equity & Venture Capital from Harvard. I have helped raise $170M for Seed, Series A & B, and loans for startups and businesses to date. I specialize in early-stage startups. Also, 60% of my clients have successfully raised what they were seeking.
SOME STARTUPS & BUSINESSES I HELPED RAISE FUNDS:
◼️ Babyelk Singapore: I worked with them on Upwork last year to help them get a loan of SGD 1.8 million. I had to prepare a business plan along with a financial model which helped them secure the loan. Snapshots of the business plan are provided in the portfolio section.
◼️Skyveny Malaysia: during April 2021, they raised their pre-seed capital of $150K. They have not even launched their site when they got funded. The offerings include a cross-border eCommerce facility for the Malaysian market. Their USP involves sourcing merchandise from India, whereas most of the cross-border eCommerce players across the SEA region source from China. I had to prepare their business plan, financial model, and pitch deck.
◼️ Solenta Aviation Mozambique: this was an acquisition deal, and I had to prepare a financial model highlighting the pre and post-money valuation. The investor was a Panama-based investment firm. The amount of investment cannot be disclosed due to NDA.
◼️Noie Denmark: they provide skincare solutions. I worked with them during the initial stage to help them raise close to $1 million. Initially, they were struggling with their business model, tech team and Daniel was busy with operations, so I worked on their behalf to approach potential investors, prepare necessary documents such as pitch deck, etc.
Corporate Finance
Market Analysis
Financial Risk
Feasibility Study
Financial Modeling
Business Plan
Project Finance
Financial Analysis
Pitchbook
Financial Report
Pro Forma Statement
Shafiqul I.
Dhaka, Bangladesh
$15/hr
5.0
83 jobs
Ongoing Bookkeeping support, Payroll data Entry and process., Accounting services , CFO work creating dashboards ..
Supervised tax support of return 1040, Schedule C, 1020s, payroll process, Payroll Journal, 941 and 941x, ERTC (Employee Retention Tax Credit) worksheet
Golden tier Quickbooks Online ProAdvisor, Xero Certified Advisor, Zoho Books partner, Post Graduate Degree holder in Accounting, Certified CMA (Cost and Management Accountant), and a member of the Professional Accountant body in Bangladesh. I have solid experience in using Quickbooks Online, Xero, and Zoho Books, Wave, and other accounting software.
Service Description:
Supervised preparer of US tax return 1040, Schedule C, 1020s payroll process, 941 and 941x, ERTC (Employee Retention Tax Credit) worksheet
Services delivered at a CFO level that can help owners find opportunities to improve regular operations to ensure accounts are ready at all times, prepare product costing, financial information, and are ready for tax submission.
Excel Dashboard, financial planning model, business valuation, NPV, IRR, and Ratio analysis.
Bulk data entry, uploading data, creating invoices, applying deposits, chasing clients, entering bills, reconciling financial statements, and cleaning up that entails reconciliation.
Ongoing job simply bookkeeping, verifying and reconciling bills & invoices, creating quotes, POs, and estimates, maintaining and chasing AR/AP, bank reconciliation using rules, maintaining recurring transactions.
Familiar experience with Workflow Taxdome , eCommerce , OneSaas, Imagecloud, Shopify, Woocommerce , Jobber, Z-Axis, Fishbowl Inventory, Tradegecko Inventory, Dear Inventory, Hubdock, Receiptbank, Datamalino, etc.
My services are money-back guaranteed:
As a freelancer, I have long experience helping hundreds plus small businesses, ranging from services to real estate to design engineering, eCommerce with inventory tracking firms, getting their business financial data organized and setting up project profitability so that the financial health of the company is accurate and current.
I offer my services professionally, and if I do not provide services within time or if you are not happy with my service for the first 5 hours worked, I will refund your complete payment with "no questions asked."
Communication:
My time zone is UTC+6. I can be approached 24/7 via Gmail, Upwork messages apps.
Bank Reconciliation
Payroll Accounting
Accounting
Tax Return
Bookkeeping
QuickBooks Online
Xero
Accounting Software
Accounting Basics
Tax Preparation Software
Company Valuation
Ratio Analysis
Zoho Books
Financial Modeling
Business Analysis
Forecasting
Financial Projection
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