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I like to hustle, I learn quick, and I'm here to help you get the job done quickly and efficiently. I currently work as a distressed credit research analyst primarily focused on special situations and distressed or restructuring companies. Previously, I spent 8 years at Moody's in New York City in both the Corporate Finance Group covering oil & gas companies (5+ years), and the Financial Institutions Group covering global systemically important banks (2 years). The skills I've learned on Wall Street make me the perfect person to help you build financials models, raise money from investors, or understand your business. My competencies are: ▸building comprehensive 3-statement financial models ▸DCF and valuation modeling ▸utilizing excel for data analysis ▸creating pitch decks using PowerPoint ▸operating in a fast-paced environment with tight deadlines.

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!

Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and investment materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. I typically close 1-2 transactions a quarter. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.

I help businesses with both one-time cleanups and ongoing full-charge bookkeeping, giving you accurate, tax-ready financials and clear reporting to guide decisions. I hold a master’s degree in accounting and have years of experience managing the full accounting cycle in both corporate finance and small business settings. From transaction categorization and reconciliations to financial reporting and cash flow forecasting, I bring the structure and accuracy your business needs. Services I Provide: QuickBooks Online cleanup & catch-up bookkeeping Categorization of transactions & account reconciliations Full-charge bookkeeping (AP, AR, monthly close, reporting) Financial statement preparation & review SOP creation for bookkeeping and expense workflows Budgeting & cash forecasting Support for CPA/tax preparation Ongoing monthly bookkeeping & advisory Why Clients Hire Me: Proven experience: I’ve worked across AP, AR, reporting, internal audit, forecasting, and full-charge bookkeeping. Accuracy and structure: I deliver clean, reconciled books you can trust. Efficiency: Fast turnaround on cleanups and reliable month-to-month support. Communication: I explain what I’m doing and keep you in the loop, so you always feel in control of your numbers. Whether you need a 9-month cleanup or a long-term bookkeeping partner, I’ll make sure every dollar is accounted for!

Hi, I’m Hana Haskins, a Certified Public Accountant (CPA), QuickBooks Online Level 2 ProAdvisor, and Operations Coordinator with over 10 years of experience helping businesses improve their financial operations, streamline workflows, and build organized systems that support growth. My background combines corporate finance leadership, bookkeeping, financial reporting, business operations, executive support, property management administration, and AI-powered workflow development. I help business owners stay organized, understand their numbers, and create smoother processes across their day-to-day operations. While my CPA background gives me a strong foundation in accounting and finance, my experience also extends beyond traditional bookkeeping. Today, I support growing businesses by combining financial expertise with operational support, project coordination, executive support, and AI-powered business systems. In my current Operations Coordinator role supporting a growing real estate investment, property management, and media company, I manage day-to-day operational workflows across multiple business functions. My responsibilities include bookkeeping support, property management administration, tenant communication, maintenance coordination, vendor management, payroll administration, executive support, documentation management, reporting, and process improvement. I also support Atlas Brief’s publication operations by researching industry trends, coordinating AI-assisted publishing workflows, tracking engagement analytics, preparing executive performance reports, and helping develop scalable systems that improve content production and operational efficiency. —— Bookkeeping & Accounting Services ✔ QuickBooks Online Bookkeeping ✔ Catch-Up & Cleanup Bookkeeping ✔ Accounts Payable ✔ Accounts Receivable ✔ Bank & Credit Card Reconciliations ✔ General Ledger Maintenance ✔ Journal Entries ✔ Month-End Close Support ✔ Financial Reporting ✔ Budgeting & Forecasting ✔ Expense Tracking ✔ Financial Analysis —— Operations & Executive Support ✔ Operations Coordination ✔ Executive Support ✔ Property Management Support ✔ AppFolio Administration ✔ Gusto Payroll Administration ✔ Tenant Communication ✔ Maintenance Request Coordination ✔ Vendor Management ✔ Calendar & Email Management ✔ Document Preparation ✔ Spreadsheet Creation ✔ CRM Updates ✔ Research ✔ Project Coordination ✔ Process Improvement ✔ Workflow Optimization ✔ SOP Development ✔ Business Documentation ✔ Knowledge Management —— Platforms & Software ▪ QuickBooks Online ▪ AppFolio Property Management ▪ Gusto Payroll ▪ Microsoft Excel ▪ Google Workspace ▪ ClickUp ▪ Slack ▪ Canva ▪ CRM Management —— AI Tools ▪ ChatGPT ▪ Claude ▪ Claude Co-work ▪ Perplexity AI AI is integrated into nearly every aspect of my daily workflow. Rather than using AI simply to generate content, I leverage AI tools to improve business operations, accelerate research, develop documentation, streamline administrative tasks, summarize information, and build scalable systems that help businesses operate more efficiently. I regularly use AI to: ▪ Build Standard Operating Procedures (SOPs) ▪ Create business documentation and operations manuals ▪ Develop executive reports and operational dashboards ▪ Draft professional tenant, vendor, and client communications ▪ Research vendors, regulations, and business solutions ▪ Improve workflows and business processes ▪ Organize knowledge management systems ▪ Support project coordination ▪ Analyze business information and summarize insights ▪ Streamline repetitive administrative tasks ▪ Support AI-assisted content operations and reporting —— I pride myself on being dependable, proactive, highly organized, and detail-oriented. Whether I’m reconciling financial records, coordinating business operations, supporting executive leadership, or implementing AI-powered workflows, my goal is always the same: to create organized systems that save time, improve efficiency, and allow business owners to focus on growing their business. Whether you’re looking for a CPA with strong bookkeeping expertise, an Operations Coordinator to help organize your business, or someone who can combine accounting, operations, executive support, and AI into one role, I’d love the opportunity to help.

Institutional real estate underwriting and financial modeling, delivered on tight timelines. 10+ years on the institutional side: Investment Banking at Credit Suisse, then VP roles in Investments and Portfolio Management at Brookfield, with $40B+ transacted. Top Rated on Upwork, 100% Job Success. That experience spans an $11.4B public REIT privatization, a $3.5B life science portfolio sale, a $1.2B self storage acquisition, a $1.3B retail foreclosure and turnaround, and a ~170-asset corporate model I built from scratch for a public REIT. I build the underwriting most people can't, or won't, on the timeline you need it. Often that means rebuilding the returns live on a call while your capital partner pushes back from the other side. Asset breadth: multifamily, retail, industrial, office, life science, self storage, hospitality, student housing, NNN, mixed-use. What I do: - Build institutional-grade Excel models, from quick LOI underwrites up to 200+ asset corporate models with tiered waterfalls tied to the legal docs, so your model IRR matches your lawyer's. - Negotiate loan workouts and lender discussions with relationship lenders and special servicers. - Develop market theses and ranking systems for micro-markets using Green Street, CoStar, Placer, REIS, AxioMetrics, RedIQ, Bloomberg, and US Census data. - Use Python and SQL for portfolio-scale data work where Excel runs out of room. I work as an extension of senior teams. Sponsors and allocators bring me in when deal flow exceeds their bench, or when a deal has structural complexity that doesn't fit their template. These are the deals where getting it wrong costs you millions, or has you raising on the wrong terms. Reach out about a specific deal, or to scope an ongoing engagement.