Hire the best Corporate Finance Analysts in New York, NY
Check out Corporate Finance Analysts in New York, NY with the skills you need for your next job.
- $125 hourly
- 5.0/5
- (15 jobs)
Hello, I am a current private equity investor with ~10 years of experience in the financial services industry. During my downtime, I am interested in working on a couple of projects. I have had experience in large cap M&A deals, sponsor transactions, equity market transactions, and debt market transactions. Some notable clients I have worked with are Pier 1, Ligado Networks's 1st lien creditors, Krispy Kreme, and Crocs. I am happy to provide more detail on transactions if interested. I am a previous co-founder of a consumer SaaS company as well that has interviewed with Y Combinator. I am primarily interested in strategic finance, business development, presentation creation, financial modeling, or other forms of deal work but am open to other software type roles as well. Let me know how I can help you! * I will regularly update you on your project and indicate key milestones * I am clear with communication and verbalizing exactly how I finish your projects from start to finish * I am also not someone who will only half-finish a project - I will always finish a project to completion
Corporate Finance
JavaScriptCollege & UniversityModelingFinancial ModelingPresentationsBusiness PresentationWritingStrategic PlanningInvestment BankingResume ScreeningInvestment ResearchResume WritingFinancial PlanningVenture Capital Consulting - $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!
Corporate Finance
DashboardMarket ResearchStatistical AnalysisMicrosoft PowerPointPresentation DesignTableauEquity ValuationEquity ResearchChartered Financial AnalystFinancial PlanningFinanceMicrosoft ExcelFinancial AnalysisFinancial Modeling - $42 hourly
- 5.0/5
- (55 jobs)
Sixteen years’ experience in Corporate Banking Compliance, AML, KYC, Dodd Frank, OFAC, PEPs, SDN list (Sanctions) & FATCA regulations, complying to SEC, FINRA, FCA and other international jurisdictions financial regulators such as DIFC, Central Bank of Egypt and more. I've cleared clients in USA, Europe, Hong Kong, Singapore and MENA region. Done screening, investigating, drafting policies, compliance training as well as digging up court filings, cases for litigations, class action and Settlements data scrapping, gathering data from different sources, some transcribing as well as done credit rating researches on entities in Middle East (obtaining financial & legal info). I've created compliance procedures, COI, Settlements and drafting BSA assessment questions for FINRA's regulations & guidelines for departments in law firm like Shearman & Sterling, trained employees on screening for red flag clients or suspicious activities and transactions. I've worked in very fast paced environment clearing (KYC, Onboarding & screening), Transaction Monitoring, BSA Policies, Conflict of Interest, NDA, PEPs, Watchlists, Sanctions, EDD, CDD, CIP, FinTech at clients such as at JP Morgan and other large Financial institutions.
Corporate Finance
General TranscriptionCryptocurrencyBank ReconciliationAdministrateTranslationResearch PapersComplianceAnti-Money LaunderingDue DiligenceData EntryLegal Research - $125 hourly
- 0.0/5
- (1 job)
I am an Experienced Management Consultant that has worked in Corporate Finance & Restructuring, Strategic Advisory groups, and held interim finance positions. I partners with an array of enterprises to enable growth, deliver analytical insights and transform organizations. Below are selected bullet points from my resume: -M&A Advisory: Retained by a $7B global franchisor to develop acquisition methods and build financial models to assess the impact of a purchase in the Asia market. -Operational Improvements: Reviewed operations of a $200M food services company to develop cash savings generation ideas such as: inventory improvements/ controls, headcount reduction, route optimization and changes in A/R collections. -Strategy Development: Examined the results of 15,000 customer surveys to assist a $3B retailer understand the behaviors of their consumers and developed targeted strategic tactics to increase: foot-traffic and sales. -Business Plan and Liquidity Review: Assessed, evaluated and validated the business plan, cash flow models and executive team of a $500M distressed home furnishing and art company on behalf of the lender group. -Store Portfolio Optimization: Analyzed over 1,000 stores and an e-commerce platform for a specialty retailer with over $2B in sales to model a strategic 3 to 5-year store footprint plan with specific store level recommendations to enhance financial, operational and market position. -Finance Transformation: Developed and led the Procure-to-Pay (PTP) workstream as part of a headquarters relocation, Accounting Optimization and other strategic projects for a $1.5B business services company. o Managed the RFP process and implemented an end-to-end procurement application that is estimated to save the company $3.1M over a 5-year duration. o Designed the Target Operating Model for a 40-member Accounting organization. o Crafted a Cohort analysis for the CFO, Private Equity Lead and Head of FP&A to understand the growth of the customer portfolio, organic versus acquisition growth and industry vertical growth. o Successfully transitioned operations to the new headquarters and hired the team. o Created a General Ledger analysis in Tableau to analyze the chart of accounts and monthly financial close. -Assisted in the wind-down of Sports Authority by recreating over 120 reports in Tableau server for Finance, Accounting, Tax and Human Resources to access the necessary reports for finalizing the bankruptcy process. -Contributed to strategic business and practice development work including: pitch-decks, client pitches, recruiting, thought pieces, company research, white-papers, mentoring and improving internal operations. -Business Performance Management: Developed monthly operating reporting dashboards and KPIs using Tableau for a $8B chemical company to drive accountability and active management of business unit performance, highlight customer demand, and forecast realization feasibility. -Project Management Office: Responsible for tracking eight workstreams, capturing their financial benefits, creating the update decks and communicating results to the project sponsor for a $6B chemical company. -Financial Modeling: Assumed responsibility for a partially completed P&L Forecast model for a $650M professional services company and created a Monthly Variance Reporting package for senior leadership.
Corporate Finance
Microsoft AccessData AnalysisData ManagementData VisualizationProcess ImprovementTableauSQLGoogle SheetsFinancial ModelingAccounting BasicsMicrosoft ExcelMicrosoft PowerPoint - $450 hourly
- 0.0/5
- (0 jobs)
I am a full service attorney with nearly 15 years of experience in corporate formation, capital raises, expertise in SEC regulations, mergers and acquisitions from due diligence to execution, derivatives and secured and unsecured lending. I have served on the board of a publicly traded companies and have advised registered investment advisors. I specialize in: - Contract Drafting and Negotiation - Corporate Formation - SaaS Agreements - Equity Raises and Exempt Offering - Contractor Agreements, Non-Compete, Non-Solicit, Non-Disclosure Agreements - Shareholder Agreements, Voting Agreements, Asset Purchase Agreements, Start-Up Finance - Dodd-Frank Regulatory Compliance - Securities, Corproate Governance (Policies) and SEC exemptions - ISDA and LSTA documentation - Term Sheets - Due Diligence Opinions - Trademark registration, member of INTA - BitLicense (NY) I welcome the opportunity to further discuss your needs via UpWork chat or calling feature.
Corporate Finance
Custody AgreementMergers & AcquisitionsDerivatives TradingReal Estate AcquisitionSEC RegulationRegulatory ComplianceLending RegulationCapital MarketsCorporate GovernanceNon-Disclosure AgreementDue DiligenceStock Option AgreementContract DraftingContract Negotiation - $125 hourly
- 4.4/5
- (13 jobs)
I have 20+ years of investment banking and strategic advisory experience supporting founders, CEOs, CFOs and key stakeholders across a broad range of industries and transactions. I am a problem solver with the expertise and hands-on skills to provide bespoke value added support to enable clients to achieve their goals. * M&A, debt and equity financing, restructuring transaction support * Financial modeling, forecasting, strategic planning * Data analysis, due diligence
Corporate Finance
Startup ConsultingVenture Capital ConsultingFinancial Analysis & ValuationInvestment BankingFinancial ModelingBusiness StrategyPrivate EquityFundraisingFinanceMicrosoft ExcelFinance & AccountingFinancial AnalysisMergers & AcquisitionsStrategy - $500 hourly
- 0.0/5
- (0 jobs)
I'm a finance wizard that can help you (1) get access to financial information and research, (2) value your startup, company, or project, and (3) develop financial analysis for your company, startup, or transaction to facilitate decisions related to a range of corporate or business situations.
Corporate Finance
Corporate StrategyBusiness ValuationEquity ValuationInvestment BankingInvestment ResearchCompany ValuationFinancial AnalysisFinancial Modeling - $150 hourly
- 0.0/5
- (3 jobs)
As an experienced investment professional and senior corporate strategist, I have a proven track record of driving substantial financial returns and creating strategic value across various sectors, including TMT, retail, real estate, and finance. With deep expertise in investment management, M&A, strategic planning, capital raising, and company stewardship, I bring a wealth of knowledge and a broad skill set to start-ups and large organizations. Strengths and Skills • Corporate Strategy: Proven track record in strategic planning, M&A, financial engineering, and corporate development. • Investment Management: Extensive experience managing multi-million-dollar portfolios and achieving substantial returns. • Research and Analysis: Expert in market research, economic feasibility, and financial analysis. • Leadership: Demonstrated leadership as a board member and in senior executive roles. • Project Management: Skilled in managing large-scale projects and leading teams to successful outcomes. • Capital Raising: Successful in raising significant funding for various business ventures. Key Projects and Achievements SAA (2017 - Present): • Advised over 40 companies on investment strategies and business development. • Raised over $30M in start-up funding and devised strategies for a $500B market. • Conducted financial analysis for $300M real estate projects and authored 20+ research reports. HBC (2020 - 2022): • Led the spin-off and funding of Saks and Saks OFF 5TH e-commerce businesses, achieving a $3B valuation. • Conducted due diligence on acquisitions up to $12B and coordinated an IPO preparation. Lombard Odier Asset Management (2012 - 2017): • Managed a $500M equities TMT portfolio, generating alpha and developing ESG investment strategies. 360 Global Capital, LLC (2007 - 2011): • Delivered 14% annualized returns and grew the fund's capital to over $400M. J.P. Morgan Chase (2000 - 2004): • Led equity research team, developed investment ideas, and maintained a network of 100+ companies. City of New York, New York, NY (1990 - 1991) • Advised the Mayor's Office on real estate, franchise, and concession transactions and was project manager for the 31-acre, $150M USTA's National Tennis Center expansion. Economic Development Corporation, New York, NY (1988 - 1990) • Acted as senior project manager for the design, public approvals, development, financial analysis, and lease negotiation of ~13M SF of retail, commercial, and residential real estate development projects valued at ~$3B. Education • Harvard Graduate School of Business Administration: MBA, Citibank Fellow • Cornell University: B.S. in Industrial and Labor Relations, Cornell Tradition Fellow With my extensive investment and corporate strategy background, I am committed to helping clients achieve their financial and strategic goals. Let's collaborate to drive your business forward. Contact Information: • Email: vagvickers11@gmail.com • Phone: (917) 886-8654
Corporate Finance
Tech & ITTelecommunicationsMedia & EntertainmentBusiness TransformationRetailCompany ResearchEquity Research & AnalysisReal EstateManagement ConsultingProject ManagementFinancial Analysis & ValuationInvestment StrategyInvestment ResearchCorporate Strategy Want to browse more freelancers?
Sign up
How hiring on Upwork works
1. Post a job
Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.
2. Talent comes to you
Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.
3. Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
4. Payment simplified
Receive invoices and make payments through Upwork. Only pay for work you authorize.
Trusted by
How do I hire a Corporate Finance Analyst near New York, NY on Upwork?
You can hire a Corporate Finance Analyst near New York, NY on Upwork in four simple steps:
- Create a job post tailored to your Corporate Finance Analyst project scope. We’ll walk you through the process step by step.
- Browse top Corporate Finance Analyst talent on Upwork and invite them to your project.
- Once the proposals start flowing in, create a shortlist of top Corporate Finance Analyst profiles and interview.
- Hire the right Corporate Finance Analyst for your project from Upwork, the world’s largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Corporate Finance Analyst?
Rates charged by Corporate Finance Analysts on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Corporate Finance Analyst near New York, NY on Upwork?
As the world’s work marketplace, we connect highly-skilled freelance Corporate Finance Analysts and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Corporate Finance Analyst team you need to succeed.
Can I hire a Corporate Finance Analyst near New York, NY within 24 hours on Upwork?
Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Corporate Finance Analyst proposals within 24 hours of posting a job description.