Hire the best Corporate Finance Analysts in the United States

Name: Corporate Finance Analysts
Brand: Upwork
Rating: 4.8 (267 reviews)

Check out Corporate Finance Analysts in the United States with the skills you need for your next job.

Get started

Clients rate Corporate Finance Analysts

4.8/5

based on 267 client reviews

$200 hourly
Jennifer L.
- 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.

Corporate Finance
Financial Reporting
Financial Presentation
Chartered Financial Analyst
Financial Management
Due Diligence
Financial Modeling
Mergers & Acquisitions
Financial Analysis
$150 hourly
Anthony V.
- 5.0/5
- (82 jobs)
I am an advisor, facilitator and coach. I help business owners get what they want from their business. I have worked for business owners all my life. My father and all four of my grandparents were entrepreneurs. Over the past 25 years, I have worked with hundreds of entrepreneurs, owners and their leadership teams to achieve some of their most important objectives and solve some of their biggest problems. I started my career as a credit analyst at a large national bank. After graduating from business school, I became an advisor and investment banker with a focus on helping growing family-owned and privately held companies acquire other businesses and raise capital. I became an EOS implementer when I realized many of my best clients were running on EOS. I started my advisory practice in 2018. In addition to teaching EOS to leadership teams, I teach the Value Acceleration Methodology to owners – a process modernized by the Exit Planning Institute. I am a problem solver and connector. Please let me know if there is ever anything that I can do for you. Professional EOS Implementer, EOS Worldwide Certified Exit Planning Advisor, Exit Planning Institute FINRA Securities Licenses The Series 7 exam — General Securities Representative The Series 63 exam — Uniform Securities State Law The Series 79 exam — Investment Banking Representative Education: Tepper School of Business at Carnegie Mellon University (May 2004) - MBA in Finance Allegheny College (May 2000) - BA in Economics Eagle Scout, Boy Scouts of America

Corporate Finance
Succession Plan
Business Valuation
Company Valuation
Pitchbook
Executive Coaching
Small Business Administration
Capital Markets
Investment Banking
Due Diligence
Management Consulting
Strategy
Business Plan
Mergers & Acquisitions
$120 hourly
Bryan J.
- 5.0/5
- (54 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!

Corporate Finance
Visual Basic for Applications
Financial Analysis
Chartered Financial Analyst
Valuation
Pitchbook
Pro Forma Statement
Python
Investment Research
Data Analysis
Financial Modeling
Finance & Accounting
Intuit QuickBooks
$40 hourly
Zuraiz C.
- 5.0/5
- (11 jobs)
I have 7 years of diversified experience working as a Consultant and bookkeeper in Assurance and Business Advisory Service Line and served various industries during my professional career in various roles and job descriptions. I was involved in the review of internal control framework and map it with ADAA prescribed internal control framework (COSO) during his role in Internal Audit in a UAE based global Dynamic-Sourcing-Entity engaged in sourcing of Home Textiles with a global footprint across Europe, America and the MENA region. As a part of review, he reviewed the internal control framework, identified gaps in internal controls system with ADAA prescribed framework and developed implementation plan to address those gaps. He was also responsible for Business-Process-Reengineering of supply chain and contributed towards bringing efficiency and effectiveness in the procurement and ordering processes and reducing lead time. He efficiently uses PwC’s tools for his work. I was involved in the BPR most recognized and distinguished hospitality brand with presence across 7 cities. During the course of assignment, I was also involved in the Demerger of Food Division and the remaining divisions into two separate entities. Work on Demerger included Business Valuation (using PwC e-Valuation), feasibility of demerger, cost –benefit analysis, valuation of assets (including intangible assets e.g. Brands, customer lists etc.), post-demerger synergies, tax implications and benefits from de-merger and survival plans including cash flow projections, budgets and development of Internal Controls and Business Processes I worked Pepsi Cola (Snacks Division) for a period of 3 months. I was involved in overseeing the Manufacturing and Inventory Management. My JD also included preparing budgets for the weekly production targets including regular updating of BOMs, thorough overview of the Internal controls over movement of raw materials, work-in-process and finished goods throughout the manufacturing process. He was also responsible for reporting any failures in the Key Controls (KC) and advising and developing better processes to ensure compliance with KCs. Waste & Scrap Management and budgeting and Cash flow forecasting for the Plant’s operations was also in the scope of my job description. I was involved as a key engagement member in the Third Party Validation & Assurance over the 3-Dimensional-Disbursement-Process first time used in Pakistan on large scale by a Provincial Government for the relief of the victims of the Floods by a Government backed Disaster Management Authority. My role included testing the operating effectiveness of controls over disbursement process, obtaining feedback from the users and preparing Accept-Reject testing over the process to include in the Final Deliverables to client. I was also involved as a key engagement member in the TPV & Monitoring-of-controls over disbursement of the biggest lending of Micro-finance loans for individual entrepreneurs by Government in the history of the Pakistan. I was involved in various roles in statutory audits of the numerous clients. My roles included the following: -Leading the team and guidance and review of the work of team members. -Developing business & the overall industry understanding. -Developing process understanding of key areas including Revenue and Receivables, Production and Inventory, Property Plant & Equipment, Human Resource, Working Capital, Purchasing & Payables, Cash & Bank Management & Administration and Operations. -Using PwC’s Audit techniques and tools to efficiently perform the Audits including PwC’s Audit Guide, PwC Inform, PwC Connect, Halo and Global Template Manager etc. -Developing control testing plan by obtaining understanding of the process, identifying key risk areas and controls implemented and evaluating the operating effectiveness of the controls. -Analyzing and evaluating the underlying assumptions of cash flow forecasts, projections and budgets to evaluate the Going-Concern assumption of the clients. -Performing Risk Assessment Analytics to identify elevated risk areas and forming audit plan to address the assessed risks during the course of Audit. -Review of Minutes of BOD’s Meetings to understand the development and forward direction of business and preparing and presenting communication plan. -Development and execution of Audit Plan including calculation of materiality, evidence gathering procedures and substantive analytical procedures to efficiently perform the engagement. -Evaluating the accounting policies and estimates. First time adoption of IFRS 09, IFRS15 and IFRS 16. -Completion and drafting the audit report, reviewing and finalizing the working papers for assignment.

Corporate Finance
Accounting Principles & Practices
Internal Auditing
Business Consulting
Investment Research
Project Finance
Financial Audit
General Ledger
Chart of Accounts
Internal Control
$90 hourly
Eric W.
- 5.0/5
- (27 jobs)
Former CFO, excel master. Passionate about finance, scenario planning and valuation. Founder mindset.

Corporate Finance
Pitchbook
Investor Overview
Business Analysis
Investment Banking
Financial Accounting
Management Consulting
Financial Writing
Business Consulting
Managerial Finance
Project Finance
Python
$250 hourly
Stephanie R.
- 5.0/5
- (31 jobs)
I’m Stephanie, and I enjoy working with founders and executives on strategic and financial projects that move their businesses forward. This includes fractional CFO / COO support, setting up financial and operations systems, establishing KPIs and OKRs, financial modeling, business planning, pricing and partnerships analyses and other projects. I'm a Founder, Wharton MBA, former investment banker and former political & non-profit fundraiser with a background in private equity, corporate development, and building and running multimillion dollar growth operations. I have worked with private equity and VC backed companies, real estate, tech / SaaS companies, consumer goods, healthcare, financial institutions, and non-profits. As an investment banker, I advised on over $5B in transactions, including M&A and IPO processes, and as a political fundraiser I built and executed multi-million dollar fundraising plans from the ground up. Overall, I specialize in utilizing data to drive business decisions and offer expertise in Excel / PowerPoint, business plans, pitch decks, investor memorandums, financial reports, marketing materials, and other analyses. As a consultant, my experience includes fractional CFO and COO roles, assisting founders in raising over $270M in capital, helping founders better align their company's operations with ESG goals, and optimizing supply chain, pricing, business development, and finance operations. I am a jack of many trades, and typically, I am able to help a business tackle more than one problem area. I am open to one time projects, as well as longer term contracts. **Note, I assist founders in preparing for funding rounds and managing this process, but I do not make personal introductions or fundraise for a fee. If you are looking to hire a fundraiser based on a commission, please research the laws surrounding this before reaching out to people on upwork -- in many instances, it is illegal to hire a freelancer for a commission-based fundraise.**

Corporate Finance
Executive Support
Executive Coaching
Business Operations
Financial Reporting
Finance & Accounting
Presentations
Business Plan
Business Planning & Strategy
Management Consulting
Financial Modeling
Company Valuation
Financial Analysis
Real Estate Financial Modeling
FinTech Consulting
$195 hourly
Mark B.
- 5.0/5
- (44 jobs)
Retired C level executive and Big-4 partner with extensive public company CFO, finance, investor relations, accounting, M&A, tax, and risk management skill set. I'm available for interesting and challenging finance, accounting, and tax consulting projects such as financial due diligence, technical accounting consultation, equity plan design, tax consulting, debt restructuring and refinancing, and regulatory or litigation related finance and accounting support. I don't do tax compliance (tax returns), bookkeeping, or business development; there are many other Upworker's than can better provide those services! Services provided though Ashbourne Consulting LLC

Corporate Finance
Accounting Principles & Practices
Tax Strategy
Corporate Governance
Tax Planning & Advisory
Treasury Management
Stock Option Agreement
Tax Law
Corporate Tax
CPA
GAAP
$150 hourly
Roy M.
- 4.9/5
- (242 jobs)
As a CPA with extensive experience in tax preparation, advisory, and compliance, I help individuals and businesses optimize their tax strategies while staying compliant with federal and state regulations. I specialize in: - Tax Preparation & Filing: Efficient and accurate preparation of individual and corporate tax returns (1040, 1065, 1120) with a focus on maximizing deductions and credits. - Tax Planning & Strategy: Offering proactive tax planning to minimize liabilities and ensure year-round tax efficiency for small businesses, freelancers, and high-net-worth individuals. - Business Tax Services: Expertise in entity selection, S-Corp/LLC tax elections, and multi-state filing complexities. With a meticulous approach and personalized service, I aim to simplify the tax process while delivering the highest level of professional support. Whether you're looking for help with your personal taxes or business needs, I’m here to provide strategic solutions. Let’s work together to ensure you’re financially sound and compliant!

Corporate Finance
Tax Law
Tax Planning & Advisory
Tax Strategy
Corporate Tax
Certified Tax Preparer
US Taxation
Tax Law Compliance
Taxes
Financial Analysis & Valuation
Finance & Accounting
Financial Modeling
Real Estate Financial Modeling
Tax Preparation
Tax Return
$100 hourly
Michael W.
- 5.0/5
- (8 jobs)
Experienced International Executive | VP Operations / Business Development | Hospitality Expert | Tech Startups | International Revenue Growth, Expansion, Multi-Unit Management & Consulting | Hotels, Lodging, Restaurants, Short-Term Rental An experienced international business executive with over 20 years successful multi-unit operations management and B2B business development in Hospitality and Tech-Startups in the US, UK and European markets. From executive regional management, national franchise development, new vertical growth and new business startup and openings experience; I have a solid, proven track record in leading and growing successful businesses and building sustainable legacies before embarking on my next challenge. I have a real passion for finding, developing, retaining and progressing talent and have built a strong international network of professionals that can trust and rely on me. A blue-sky thinker who influences innovation, creativity and new, more effective ways of working whilst challenging the status quo to evolve businesses for the better.

Corporate Finance
Startup Consulting
Coaching
Sales Strategy
Legal Consulting
Restaurant & Bar Design
Revenue Management
Management Development
Hotel Design
Brand Consulting
Team Management
Growth Strategy
Hospitality & Tourism
Management Consulting
Business Operations
$150 hourly
Craig W.
- 5.0/5
- (65 jobs)
Senior executive legal professional with over 40 years of experience at both large corporations including John Hancock Financial Services, Prudential Insurance Company, VP and General Counsel of Sanborn, Inc. (led company through VC funding rounds ad IPO)Founder and EVP General Counsel of Hippo Technologies, Inc. (a healthcare technology SaaS company) and early-stage companies requiring financing and capital raise via equity, convertible debt, SAFE notes and IPO. Work with C corps, LLC and partnerships and sole proprietorships on Founder, C-suite, employee and independent contractor agreements. Expertise in NDAs, non-solicitation/non-competition and proprietary information/IP agreements. Founder and senior executive general counsel of several start-up companies which have experienced rapid revenue growth via channel and reseller relationship in the healthcare, SaaS and communications industries. Expert in Terms of Service, Terms of Use, Privacy Policy, Cookies Policy and GDPR compliance along with all USA and state specific data privacy laws. Significant experience in employee/HR/independent contractor agreements and criteria with familiarity and expertise in federal and state employment laws and regulations as well as commercial and residential real estate transactions including leases, lease assignments, purchase and sales contracts.

Corporate Finance
Securities Law
Regulatory Compliance
Trademark Law
HIPAA
GDPR
International Law
Joint Venture
Corporate Governance
Legal Negotiation
Terms & Conditions
Privacy Law
Employment Law
Corporate Law
Contract Negotiation
$155 hourly
John P.
- 5.0/5
- (37 jobs)
My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!

Corporate Finance
Financial Modeling
Intuit QuickBooks
Business Coaching
Business Writing
Business Process Modeling
Business Management
Corporate Strategy
Financial Analysis
Business Analysis
$80 hourly
Qendrim S.
- 5.0/5
- (38 jobs)
As a seasoned market research and financial analyst with over 8 years of experience, I have a proven track record of helping companies make data-driven decisions to enhance their services and improve overall performance. My MBA degree in Finance and Entrepreneurship equiped me with a strong financial perspective, making my contributions to business decision-making even more valuable. My expertise extends beyond market research, as I also offer financial consulting services, including financial reporting, budgeting, and valuation, to start-up companies and individuals. I am deeply passionate about working with numbers, enabling me to guide clients in making rational and strategic business decisions. My academic and professional experiences have also honed my writing skills, allowing me to produce clean, concise, and attractive market and finance-related reports that are easy to comprehend and act upon. With a perfect Job Success rate of 100%, I am committed to fostering long-term relationships with my clients by consistently delivering superior quality work. My dedication to imparting knowledge has led me to serve as a Graduate Teaching Assistant for Finance, Accounting, and Economics courses, showcasing my ability to communicate complex concepts effectively. If you are seeking a proficient and reliable market research and financial analyst who can help you make data-driven decisions and optimize your business operations, I am here to offer my expertise and contribute to your success. Let's work together to achieve your goals! I actively use platforms such as: Capital IQ, Bloomberg, Morningstar, Statista, IBISWorld, LexisNexis, Euromonitor Passport, Minitel Keywords: Financial Analysis, Market Research, Market Analyst, Financial Analyst, Statistics, Excel, Accounting, Capital IQ, Thomson One, Mergent, First Research, Financial Analyst, DCF, Valuation, Tutor, Accounting, Economics, Exam, Finance Reports

Corporate Finance
Business Writing
Financial Planning
Microsoft Excel
Cost Accounting
Financial Analysis
Financial Reporting
Data Modeling
Business Analysis
Economics
Business Management
Market Research
Data Analysis
$200 hourly
Michael G.
- 5.0/5
- (282 jobs)
Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) * Cryptocurrency/Token Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business

Corporate Finance
Financial Analysis
Private Equity
Investment Research
Corporate Strategy
Venture Capital Consulting
Valuation
Business Valuation
Financial Prospectus Writing
Financial Modeling
$140 hourly
Jose R.
- 4.0/5
- (128 jobs)
-Degree in Business Economics from Brown University -Former investment banker and entrepreneur -Advised and executed on over USD4.0 billion of transactions across capital markets and mergers and acquisitions -Extensive experience building financial models, industry/market overviews, and buy/sell-side investment opportunity presentations -Currently managing an angel fund with $10 mm aum with investments in bombas.com, cleancult.com, hatchcollection.com, trygatsby.com, donegood.com, littlechonk.com, spacex.com, lightshiprv.com -Have helped startups raise over $12 mm across pre-seed through Series B

Corporate Finance
Startup Consulting
Investment Banking
Venture Capital Consulting
Investor Overview
Fundraising
Financial Writing
Corporate Strategy
Business Valuation
Financial Modeling
Pitchbook
Company Valuation
Business Plan
Financial Analysis
$150 hourly
Shaun C.
- 4.9/5
- (247 jobs)
Hello! I am a PhD-trained Behavioral Economist with academic and industry experience. However, my academic and technical writing skills are not limited to Business. I work with Ph.D. students and faculty in multiple disciplines, performing research, revisions, and content development. Although trained as a quantitative researcher, I have spent several years conducting qualitative research. Additionally, I’m a peer-reviewer for several top-tier academic journals. I have ten years of industry experience in M&A, investor relations, quality management, FinTech, and venture capital. Most of my consulting experience is in dynamic industries, where the firm's operating environment necessitates innovative business strategies to achieve sustainable competitive advantages. Here's a sample of the services I offer for academic clients: -Research proposals: Creating novel, meaningful, and impactful research questions; background, problem and purpose statements, basic research design/methodology, and theory. -Dissertation work: Content development of --Introduction, including background, problem and purpose statements, research objectives, proposed methodology, etc. The objective of this chapter is to “hook the reader.” -- Literature review, synthesizing seminal and contemporary research and logically leads to your research questions or hypotheses. --Methodology, research design, sampling methodology, population, statistical and non-statistical data analysis methods (e.g., qualitative methods such as semi-structured interviews and focus groups), anticipated limitations, etc. Then, I can complete IRB applications and prepare you for your proposal defense, including creating proposal defense materials and personal mock presentation training. --Reporting quantitative or qualitative results through statistical or non-quant analyses and reporting such as thematic analysis or grounded theory. --Discussion and conclusions based on results reported in the previous chapter/section, as well as areas of future research. --WRITING: Many of you put the above together but need minor to significant help elevating your writing to the Ph.D. level. --APA 7th edition and other reference styles with or without citation management systems If a section exists in a dissertation or academic manuscript, I can deal with it. Here’s a sample of the work I perform for industry clients: --Competitive landscape analyses with functional and innovative strategic solutions --Pitch materials, particularly those designed to solicit seed round investment from targeted investors using behavioral economic analyses. --White papers and trade research that provide functional, real-world benefits for your firm, legitimacy, and industry recognition. SET UP A CONSULTATION AND LET'S FIND A SOLUTION THAT WORKS!

Corporate Finance
Social Science
Business Writing
Business Research
Research Methods
Research Proposals
Market Research
Academic Writing
Technical Writing
Ghostwriting
Research Papers
Investment Research
Qualitative Research
Quantitative Research
Academic Editing
Company Research
Market Analysis
Content Writing
$500 hourly
Yahaira B.
- 4.6/5
- (16 jobs)
Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.

Corporate Finance
Budget Planning
Budget
Forecasting
Construction
Cash Flow Analysis
SaaS
Nonprofit Organization
Financial Reporting
Financial Management
CPA
Financial Analysis
GAAP
Internal Control
$110 hourly
Erick T.
- 5.0/5
- (2 jobs)
I'm a Real Estate Private Equity professional at AIC Ventures specializing in debt placement, risk and credit underwriting of tenants, real estate markets, and economic conditions. I take absolute pride in providing knowledge and data for the General Partners to make investment decisions for our investors. Being a fiduciary with integrity is of the utmost importance. Aside from working at AIC Ventures, I've spent time in the brokerage world, providing market data and analysis to top Real Estate Brokers at Stan Johnson Company. While there, I honed my skills surrounding real estate market dynamics and the affect of global, national, and local economic variables as they pertain to real estate. Finding my career landing spot at AIC Ventures, I'm proud to say I work for a firm focused on winning with integrity and finding solutions that are achievable and advantageous to all those with which we interact: our capital sources (lenders and investors), our tenants, and my fellow employees.

Corporate Finance
Commercial Lease
Real Estate
Financial Modeling
Financial Analysis
$195 hourly
Bryan Y.
- 5.0/5
- (28 jobs)
👑 Top Rated Upwork freelancer 👑 M&A expert with mega fund experience 👑 Over 13 years experiences across M&A, FP&A, Private Equity, Venture Capital and Entrepreneurship, as a result providing a unique perspective on company lifecycles from early-stage, growth and mature companies. Dynamic and seasoned professional with experience in and helping clients with: M&A I have track record of helping clients at every stage of the M&A lifecycle, including target identification, valuation/financial modeling, due diligence and deal structuring. CFO Services I have acted as interim CFO for several startups, providing funding raising support, determining valuation and cash burn, building financial budgets and projections. and analyzing and summarizing large datasets. Capital Raising Helping startups, Investment Banks, Venture Capital and Private Equity firms raise capital by leveraging a proprietary investor database and AI/automation. Private Equity Helped build out the M&A function at a Carlyle (Mega PE) PortCo, while closing 4 acquisitions, divesting 2 business units, and exiting the PortCo at a $4 billion purchase price. Currently helping PE clients with fund formation, fund financial modeling & reporting, diligence & deal execution, and investor cap table & waterfall distributions. Venture Capital I spend over 5 years leading deal execution related to corporate venture investing and portfolio management at HERE Technologies. Currently a Venture Partner at NextGen who invests in early staged B2B SaaS startups. I was a Venture Partner at Esya, a startup-studio and venture builder that focuses on Blockchain, Web3, Future of Work and Prop-tech projects. I helped screen, evaluate and source early-stage investments, and provide strategic support to portfolio companies. I have experience supporting portfolio companies strategic advisory, financial analysis and CFO services. Key Skills: - Financial Modeling in Excel: Scenario Analysis, DCF, LBO, Sum of All Parts - Comparable Companies Analysis (Trading / Peer Comps) - Precedent Transaction Analysis (Transaction Comps) - Precedent Funding Analysis - Financial Projections and proforma statement with Industry Specific KPIs / Levers - Cap Table Modeling - Early Stage Startup Modeling - M&A Strategy Development - M&A Pipeline Development - Business Plan Development - Competitor / Target Screening & Profiling - Pitch, Investor and Private Equity Fund Decks - Board Level Presentations - Updating / Automating / Maintaining Existing Business and Financial Models - Investment Memos - Business model optimization - Monetization strategy - Market Sizing Analysis - Industry Research Reports Industry Knowledge: Locations services, mapping, manufacturing of industrial goods, warehouse automation and technology, software as a service (SaaS) for professionals, e-commerce, retail and consulting / professional services.

Corporate Finance
Content Strategy
Equity Valuation
Company Valuation
Valuation
Financial Analysis & Valuation
Private Equity
Venture Capital
Microsoft PowerPoint
PowerPoint Presentation
Mergers & Acquisitions
Due Diligence
Project Finance
Financial Modeling
Business Valuation
Microsoft Excel
$195 hourly
Michael M.
- 5.0/5
- (27 jobs)
Background in accounting/financial and business operations with small- and middle-market companies ($10-$250MM in revenue), start-ups, corporate finance, investment banking and mergers & acquisitions. CFO & Business Advisory Focus is predisposed to designing lean and efficient business operations, preparing for growth, providing management information tools that enhance business decision making and creating strong work environments that promote productivity and low employee turnover. Projects and initiatives have resulted in solutions such as: Developed a modeling solution for the commission plan of a company that calculated “by invoice” and billed 500-800 invoices weekly … reduced calculation time from 32-man hours to 30-45 minutes Developed another modeling solution that provided weekly company and office operating results, performance analytics and trending analysis. Company went from using monthly P&Ls to using this Weekly Management Report as its primary decision support tool. Prep time for the report = 15 minutes after weekly payroll and billing were complete Created a resource planning and allocation tool for a lawn equipment manufacturer that could do both short-term and long-term planning with requirements for ten (10) unique manufacturing processes, workflow designs, time allocations, employee skills and provide the company with insight into asset utilization and supplemental workforce requirements when necessary Financial Modeling Specialties include financial projections, business analytics, management reporting, cash management & treasury tools, and budget & forecast models While ongoing management and updating of models is available on a contract basis, models can also be designed for “create-and-release” for lesser experienced users with: logical, “easy to troubleshoot” model architecture designs “point-and-click” functionality for easy user interface and minimal keystrokes multi-variable control board for scenario and sensitivity analysis raw data “bullpens” with “scrubbing” tools to prep data and minimize “#VALUE!”, “#NUM!”, et al. errors Custom, “pivot-table” like reporting functionality with strong emphasis on effective presentation KPI and results dashboards with drill-down reporting Models can range from easy-to-use, “drop, click-and-print” analytics to weekly/monthly management tools & reports to detailed, multi-year, full-set financial statements/projections and anything in-between Mergers & Acquisitions Among the career 300+ corporate transactions are 36 acquisitions closed for total consideration of approximately $1.2 billion and evaluation of over 100 other potential acquisitions. Led a $380 million acquisition of a software company in 2000, managing the due diligence team, leading the financial analysis and negotiating the deal terms and employment agreements in 13 days from the LOI. Led and closed 8 deals between $50-100 million and 28 deals in the $5-50 million range. I've handled all aspects of M&A transactions, from: sourcing new opportunities, developing, negotiating and economically evaluating deal structures, strategizing on capital structure development (cap tables) sourcing and developing capital and debt financing sources and relationships drafting and negotiating Letters of Intent, performing due diligence, including all financial and operational analyses, drafting Asset Purchase, Stock Purchase and Employment Agreements, and managing the Closing

Corporate Finance
Financial Modeling
Business Analysis
Management Accounting
Mergers & Acquisitions
Financial Accounting
Microsoft Excel
$70 hourly
Andrew B.
- 5.0/5
- (33 jobs)
I spent 2 years as an Investment Banking Analyst at Morgan Stanley so I have extensive experience with financial modeling and creating bespoke spreadsheets to analyze problems using Excel. While at Morgan Stanley I raised more than $50 billion for the 4 major Australian banks across the capital structure from senior unsecured debt to Additional Tier 1 Capital. Worked across the whole life cycle of more than 15 deals from creating the original pitchbooks to onboarding clients, reviewing Offering Memorandums, Private Placement Documents, etc. Since leaving banking I have worked with small businesses helping them streamline their operations using Excel. Financial analysis, modeling, capital markets, or anything accounting related I'm your man.

Corporate Finance
Equity Research
Capital Markets
Real Estate Financial Modeling
Forex Trading
Financial Modeling
Data Analysis
$65 hourly
Reagan M.
- 5.0/5
- (8 jobs)
Hello and welcome to my profile! As a thought leader, I value resource management. Whether you're allocating CAPEX or OPEX, I bridge gap between the C-suite, financial planning, technology (project finance), operational excellence while working collaboratively with sales & marketing, HR and operational systems. My skill sets are briefly summarized under these deliverables: - Developing metrics & KPIs; Capital raise $6m+ YTD. - Financial modeling & Scenario Planning. - Preparation of the three financial statements & Operating Trackers. - Accounting to GAAP and IFRS compliance - A practical approach to industry insights through research and experience. - Strategic Financial Planning & Reporting Execution - Financial Transparency leveraging systems - Financial analysis & Data analytics

Corporate Finance
Project Management
Leadership Skills
People Management
Data Analytics & Visualization Software
Strategy
Project Finance
US Taxation
Financial Planning
QuickBooks Online
Oracle Hyperion Planning
Management Skills
Financial Analysis
Accounting Principles & Practices
Financial Accounting
$100 hourly
Jack M.
- 5.0/5
- (11 jobs)
Overview Provide affordable CFO / Controller services for startups preparing to raise venture capital or other financing or are ready to create an integrated financial infrastructure that connects the entire organization and supports strategic goals. CFO Services ♦ Perform traditional CFO duties, but work remotely and on a part-time basis ♦ Work with management to build a profitable business model and set strategic goals ♦ Create Balanced Scorecards tied to strategic goals and track using KPIs and dashboards ♦ Monitor financial performance using cloud technology ♦ Offer financial guidance on company decisions ♦ Help secure liquidity and financing sources ♦ Create an enterprise risk management system to identify and mitigate threats Due Diligence Preparation ♦ Create budget / forecast models ♦ Compile financial statements including balance sheet reconciliations and variance analysis ♦ Cash management and burn-rate analysis ♦ Track key metrics ♦ Assist with technical accounting issues and tax planning Financial Systems Implementation ♦ ERP recommendations / implementation ♦ Create SOX-compliant internal control systems ♦ Develop integrated policies and procedures including Executive Management, Operations, HR and IT Other Services ♦ Cost saving ideas ♦ Foreign currency conversions ♦ Hedging strategies ♦ Collections ♦ Back-office functions

Corporate Finance
Growth Strategy
Digital Marketing
SaaS
Ecommerce
Accounting Principles & Practices
Startup Consulting
Accounting Software
Financial Reporting
Financial Modeling
Financial Statement
System Deployment
CPA
Project Accounting
Accounting
$250 hourly
Jennifer S.
- 5.0/5
- (28 jobs)
Hello, and thank you for your time. As a long-time business attorney, my approach is solution-oriented and entrepreneurial. I help clients negotiate, structure, draft and close complex commercial contracts, M&A, business and corporate transactions and real estate deals. With my assistance, my clients minimize risk and close deals quickly and strategically, with the best possible terms. I can serve as your Virtual General Counsel or freelance attorney. I carry professional liability insurance and I offer flat-fees and low hourly fees, giving my clients predictability and allowing them to close under budget. Visit my website at jsettleslaw.com for more information. I've practiced law for over 25 years, at regional and international law firms and as in-house counsel and the Corporate Secretary of a large, publicly traded corporation. I'm admitted to practice law in the States of Arizona and Nevada, and I've closed over $10 billion in highly successful, unique and creative transactions. M&A Deals: Representing buy-side and sell-side. Review and negotiate LOIs, asset and stock purchase and sale agreements; perform due diligence; close deals. Commercial Contracts: Purchase and Sale Agreements, NDAs, Letters of Intent, Terms & Conditions, Services Agreements, Construction Contracts; Non-Compete Agreements, Service Level Agreements, Warranty, Vendor Contracts, Joint Ventures . . . and much more. Borrowings and Corporate Finance: Real Estate Loans, Revolvers, Equipment Finance, Mezzanine Loans, Construction Loans, Tax Exempt Bonds, Preferred Stock, Common Stock, Merchant Funding/UCC Real Estate: Acquisitions, Dispositions, 1031 Exchange, Deeds, Leases, Property Management Agreements, Title & Survey, Construction Contracts, CC&Rs, Easements Corporate Transactions: Corporations and LLCs, Virtual General Counsel, Board & Shareholder Meetings, Corporate Secretary Service, Corporate Governance, Listing Standards, Subsidiary Structuring, Disclosure, Intercompany Agreements, I'm available for projects large and small, complex and straightforward. I look forward to hearing from you. Feel free to contact me at any time for a free initial consultation. Jennifer M. Settles, Esq.

Corporate Finance
Real Estate Investment Assistance
Review
Real Estate Law
Corporate Governance
Property & Equipment Lease
Corporate Law
Due Diligence
Legal Entity Structuring
Limited Liability Company
State Bar of Arizona
State Bar of Nevada
Contract Drafting
Contract Negotiation
$300 hourly
Clint H.
- 5.0/5
- (126 jobs)
Clint provides clients with common sense legal solutions to their business needs. With 25 years of experience as a partner at large national law firms, he can deliver big firm expertise at a fraction of the cost. He understands that clients are looking for value and is committed to providing efficient and careful advice on a wide variety of corporate and transaction matters, including M&A transactions, asset purchase agreements, stock purchase agreements, startup documentation, loan agreements, limited liability company agreements, NDAs, custom contract drafting and review, corporate finance, venture capital finance, employment agreements, independent contractor agreements, joint ventures and corporate governance matters. He serves as outside general counsel to companies in tech and other spaces. Clint has a high degree of interest in the use of artificial intelligence and its applications to legal services. He is active in using AI to increase his productivity and the quality of the services he provides. Clint provides his services through his law firm, Altaview Law PLLC.

Corporate Finance
Document Review
Corporate Governance
Japanese
Mergers & Acquisitions
State Bar of California
Utah State Bar
Startup Consulting
C-Corporation
Limited Liability Company
Corporate Law
Real Estate
Stock Option Agreement
Contract Drafting
$56 hourly
Justin W.
- 5.0/5
- (4 jobs)
The modern financial system is deeply interconnected—yet many struggle to integrate insights from short-term liquidity markets (Money Market) and long-term investment markets (Capital Market). I specialize in data science, automation, and programming technologies to bridge this gap, helping companies and individuals make informed, data-driven decisions. How I Connect Money & Capital Markets through Technology: - Financial Data Engineering – Using Python & SQL to collect, clean, and analyze structured & unstructured financial data. - Dynamic Market Analytics – Automating the tracking of interest rates, repos, bonds, derivatives, and equity markets. - Automated Financial Modeling – Developing smart Excel-Python integrations for real-time market insights. - AI-Driven Market Analysis – Applying machine learning to forecast trends and detect arbitrage opportunities. - Liquidity & Risk Management Tools – Designing custom dashboards that assess short-term funding conditions alongside long-term investment flows. What I Offer: - Automated reports & dashboards that dynamically integrate money and capital market data. - Algorithmic insights on liquidity conditions, bond yield movements, and equity market impacts. - Custom Python & SQL solutions to streamline market risk assessment and forecasting. - AI-powered financial modeling to enhance portfolio strategies and macroeconomic analysis. By leveraging technology to unify financial markets, I help businesses and investors navigate liquidity risks, optimize capital allocation, and uncover new opportunities. Let’s connect and transform your financial decision-making with technology!

Corporate Finance
Valuation
Business
Financial Analysis & Valuation
Financial Modeling
Mergers & Acquisitions
Financial Statement
Risk Analysis
Capital Markets
Microsoft Excel
Ecommerce
Investment Banking
Investment Strategy
Economics
Private Equity
$125 hourly
Robert C.
- 4.9/5
- (3 jobs)
I am an experienced finance professional holding an MBA in Finance with over 15 years of accounting and finance expertise. Currently, I serve as the Finance Manager for the world's largest emergency service transportation provider while also co-founding STRavel Club. At STRavel Club we are dedicated to curating a premium portfolio of rental properties to offer our guests unforgettable experiences that stand out from the competition. As the CFO and Co-Founder I spearheaded the development of robust accounting systems and processes from the ground up, transforming our operations into a fully functional and efficient business. This initiative involved designing and implementing tailored financial frameworks to streamline our financial operations, ensure accurate reporting, and facilitate strategic decision-making. In addition to my role at STRavel Club, I am responsible for financial reporting, budgeting, and overseeing $265 million in gross revenues and $109 million in EBITDA. Through my strategic leadership and financial acumen, I have achieved significant milestones, establishing myself as a trusted expert in financial management. Below are some highlights at what I have been able to accomplish since starting in my current position: • Consolidated month-end financial reporting and presented results, while formulating action plans that boosted our EBITDA margin by 13.4% since 2019. • Conducting monthly KPI variance analysis to translate financial results into actionable strategies for business team leaders, leading to a 6.6% reduction in our OPEX ratio since 2019. • Integrating diverse data sources to compile financial analyses into a coherent narrative, effectively communicating results to both operations teams and business leaders. • Analyzing financial performance, projected returns, and resource allocation for 75+ business units to optimize capital allocation and enhance shareholder returns. • Team leader in report optimization, automation and construction driving quicker smarter decision making • Performing contract analysis, financial modeling, and research from internal and external stakeholders to support budget and forecast planning cycles. I would love to utilized my skillset and provide you with the information you need to allow your business to succeed.

Corporate Finance
Bookkeeping
Real Estate Financial Modeling
Mergers & Acquisitions
Accounting Principles & Practices
Financial Modeling
Finance & Accounting
Financial Management
General Ledger
$55 hourly
Isaiah A.
- 4.9/5
- (150 jobs)
Need your data analyzed? Visualized? Transformed? Look no further—I'm your dedicated data analytics partner! TOOLS & TECHNOLOGIES: Excel • Power Query • SOLVER • VBA • @RISK • Google Sheets • RStudio • Power BI • SQL • Looker Studio • Python AREAS OF EXPERTISE: Data Analysis • Visualization • Statistics • Automation & Integration • Financial Modeling/Valuation • Regressions • Forecasting • Survey Design/Management • Reporting • Linear Programming • Optimization • Monte Carlo Simulation

Corporate Finance
Statistical Analysis
Principal Component Analysis
K-Means Clustering
Quantitative Analysis
Macro Programming
Financial Analysis & Valuation
Economic Analysis
Linear Programming
Power Query
Statistics
RStudio
Dashboard
Data Analysis
Microsoft Excel
Want to browse more freelancers?
Sign up