18 Financial Advisor Interview Questions and Answers
Find and hire talent with confidence. Prepare for your next interview. The right questions can be the difference between a good and great work relationship.
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1. Describe your experience with financial planning and helping clients achieve their financial goals
Purpose: This question assesses the candidate's practical experience in financial planning and goal-setting.
Answer: "In my previous roles, I collaborated closely with clients to set short-term and long-term financial goals. I created personalized plans that considered each client's risk tolerance, timeline, and financial situation. By regularly reviewing progress and adjusting as needed, I helped clients stay on track to meet their goals."
Why it works: This answer demonstrates the candidate's commitment to client-centered financial planning and their focus on achieving measurable outcomes.
2. How do you assess a client's risk tolerance and align it with their investment strategies?
Purpose: This question evaluates the candidate's approach to understanding client needs and risk assessment.
Answer: "I start by having open conversations with clients to understand their comfort with risk and loss. I use risk tolerance questionnaires to gather insights and discuss potential scenarios. This approach ensures that their investment strategies align with both their comfort level and financial goals."
Why it works: The answer shows the candidate's sensitivity to client needs and their thorough approach to developing appropriate investment strategies.
3. What certifications or credentials, like CFP or CFA, do you hold, and how do they enhance your role as a financial advisor?
Purpose: This question assesses the candidate's commitment to professional development and expertise.
Answer: "I'm a Certified Financial Planner (CFP), which has provided me with in-depth knowledge of financial planning and ethics. Additionally, I hold a Chartered Financial Analyst (CFA) designation, which enhances my skills in investment strategies and wealth management."
Why it works: This answer highlights the candidate's advanced qualifications, showing they're well-equipped to provide expert financial advice.
4. Describe a challenging financial situation you handled and how you approached it.
Purpose: This question assesses the candidate's problem-solving skills in complex financial scenarios.
Answer: "A client once faced a sudden cash-flow shortage. I quickly reassessed their asset allocation and liquidated short-term investments to meet immediate needs without jeopardizing long-term goals. We then adjusted their plan to restore balance as their situation improved."
Why it works: This response shows the candidate's adaptability and commitment to addressing client needs while maintaining focus on overall goals.
5. How do you keep up with market trends and changes in market conditions?
Purpose: This question evaluates the candidate's knowledge of current financial concepts and market trends.
Answer: "I stay updated on market conditions by reading industry publications, attending seminars, and participating in professional financial services
groups. I regularly analyze how interest rates, equities, and other factors affect my clients' portfolios, which allows me to make timely adjustments."
Why it works: This answer demonstrates the candidate's proactive approach to staying informed and adapting to market trends.
6. Describe your process for retirement planning with clients.
Purpose: This question assesses the candidate's experience in crafting retirement planning strategies.
Answer: "For retirement planning, I start by understanding a client's desired lifestyle and timeline. I consider factors such as inflation, cash flow, and expected health care costs. We set milestones to track progress, and I regularly review the plan to ensure they stay on track."
Why it works: This answer shows the candidate's thorough approach to retirement planning and dedication to supporting clients' long-term needs.
7. How do you approach asset allocation to create a diversified portfolio for your clients?
Purpose: This question evaluates the candidate's knowledge of asset allocation and portfolio diversification.
Answer: "I use a combination of stocks, bonds, and alternative investments to build diversified portfolios. I customize asset allocation based on the client's financial goals, time horizon, and risk tolerance, adjusting periodically to respond to changes in market conditions."
Why it works: This answer demonstrates the candidate's ability to create balanced portfolios that align with client needs and market trends.
8. Explain how you handle client relationships and build trust.
Purpose: This question assesses the candidate's interpersonal and communication skills.
Answer: "I prioritize active listening and open communication to understand each client's values and goals. I schedule regular check-ins and provide clear updates on their portfolio's performance, which helps build trust and keeps clients informed."
Why it works: This answer highlights the candidate's focus on building client relationships through consistent communication and transparency.
9. Describe your experience with financial planning software like Excel or specialized tools.
Purpose: This question evaluates the candidate's familiarity with financial planning software and analytical tools.
Answer: "I am highly skilled in Excel and have used it for forecasting and budgeting. I also use specialized financial planning software to perform in-depth analysis, manage portfolios, and visualize data, making it easier for clients to understand their financial status."
Why it works: This answer shows the candidate's technical proficiency, enhancing their ability to provide data-driven financial advice.
10. How do you address liabilities when advising clients on their financial situation?
Purpose: This question assesses the candidate's ability to address debt and other liabilities within a client's financial plan.
Answer: "I assess a client's liabilities early in the planning process to understand debt obligations and how they impact cash flow. I often recommend strategies like debt consolidation or prioritizing high-interest debt to improve their financial outlook."
Why it works: This answer highlights the candidate's holistic approach to financial advising, addressing both assets and liabilities.
11. What investment strategies do you typically recommend to new clients?
Purpose: This question assesses the candidate's experience with creating customized investment strategies.
Answer: "For new clients, I start with a risk assessment to determine their comfort with volatility. Based on that, I recommend a mix of equities, bonds, and alternative assets for a well-rounded portfolio. My approach always aligns with their short- and long-term goals."
Why it works: This answer demonstrates the candidate's strategic approach to aligning investment strategies with client goals and risk tolerance.
12. How do you manage client expectations during volatile market conditions?
Purpose: This question assesses the candidate's ability to provide steady guidance in fluctuating markets.
Answer: "I maintain open communication and remind clients of the importance of long-term planning. I explain that market fluctuations are normal and advise them not to make hasty financial decisions. By focusing on their overall financial needs and goals, I help them navigate volatile periods."
Why it works: This answer highlights the candidate's skill in managing client expectations and providing reassurance in difficult market situations.
13. How do you incorporate risk management into your financial plans?
Purpose: This question evaluates the candidate's approach to balancing growth and protection in financial planning.
Answer: "I incorporate risk management by ensuring clients have emergency funds, a diversified portfolio, and appropriate insurance coverage. This
holistic approach helps protect their assets and ensures they're prepared for unexpected events."
Why it works: This answer shows the candidate's comprehensive approach to risk management in financial advising.
14. Describe your understanding of estate planning and how you advise clients in this area.
Purpose: This question assesses the candidate's experience with estate planning, a critical area of financial advising.
Answer: "I guide clients on the basics of estate planning, such as setting up wills and trusts, to ensure their assets are distributed according to their wishes. I also help them minimize tax implications for beneficiaries, preserving wealth for future generations."
Why it works: This answer highlights the candidate's knowledge in an essential area of financial advising, showing a commitment to comprehensive planning.
15. How do you help clients set long-term goals and create actionable steps to achieve them?
Purpose: This question assesses the candidate's approach to long-term financial planning.
Answer: "I help clients define clear, measurable goals, such as saving for retirement or funding their children's education. We create a roadmap that includes periodic reviews and adjustments, keeping their plans aligned with changing circumstances."
Why it works: This answer demonstrates the candidate's focus on goal-setting and their strategic approach to long-term planning.
16. How do you use financial products to meet different client needs?
Purpose: This question evaluates the candidate's understanding of available financial products and when to use them.
Answer: "I assess client needs first, then recommend suitable financial products, such as mutual funds, ETFs, or annuities, based on their goals and risk tolerance. This approach ensures they're using products tailored to their specific situation."
Why it works: This answer shows the candidate's knowledge of financial products and ability to make personalized recommendations.
17. What role do equities play in your investment recommendations?
Purpose: This question assesses the candidate's understanding of equities and their role in diversified portfolios.
Answer: "I view equities as a growth component within a diversified portfolio. Depending on the client's risk tolerance, I might recommend different types of stocks, including dividend-paying and growth stocks, to balance returns and stability."
Why it works: This answer highlights the candidate's knowledge of equities and their role in achieving long-term financial growth.
18. How do you demonstrate effective communication skills with clients?
Purpose: This question assesses the candidate's interpersonal and communication skills.
Answer: "I prioritize clear and jargon-free explanations, ensuring clients fully understand their options. I also encourage questions to build a trusting relationship, which is fundamental to effective financial advising."
Why it works: This answer highlights the candidate's focus on effective communication and client education, which is essential for building lasting client relationships.
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Financial Advisors you can meet on Upwork
- $10/hr $10 hourly
Iftikhar H.
- 4.8
- (4 jobs)
Gilgit, GB
Financial Advisors
Financial AnalysisFinancial ModelingData EntryXeroManagement AccountingIntuit Proconnect TaxQuickBooks OnlineAccounting BasicsPayPalBookkeepingPayroll AccountingTax AccountingInvoicingAccount ReconciliationTax ReturnStress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs. - $65/hr $65 hourly
Kim L.
- 4.9
- (10 jobs)
Atlanta, GA
Financial Advisors
CommunicationsStartup CompanyMarket ResearchBusiness Planning & StrategyFinancial AnalysisMarketing StrategyFinancial ModelingProject ManagementStrategyDigital MarketingData AnalysisEditing & ProofreadingBusiness WritingBusiness PlanBusiness Analysis𝗛𝗲𝗹𝗹𝗼! I'm Kim, a serial entrepreneur turned Business & Strategy Consultant with 10+ years of experience helping startups, small businesses, and Fortune 100s like Disney and Boeing thrive. The knowledge & expertise I've gained from experience is fortified by Lean Six Sigma certifications, a Psychological Science degree, and an MBA from USC Marshall (a top-20 business school). 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: My mother was an entrepreneur, so like a fish in water, I've been surrounded by business my entire life. She founded a snack food manufacturer when I was 5, and it grew alongside me like a sibling. After her unexpected passing, I became the company's CEO and joined forces with my human siblings to run it. That remains the most stressful and scariest year of my professional and personal life, but the lessons afforded to me during childhood and the support of an awe-inspiring team empowered me to succeed its trials by fire. In my first year as CEO, revenue increased by 20% and profitability increased by 36%. We doubled within a few years and steadily grew until receiving a buy-out offer that, after some negotiation, we couldn't refuse. I attribute those experiences to the consultant I've become and my ability to connect with clients. I'm intimately familiar with how overwhelming running a business can be, and I'm passionate about leveraging the knowledge and expertise I've accumulated to empower entrepreneurs in similar ways. 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: I bring a unique blend of practical knowledge, strategic thinking, business acumen, and technical skills to the table. I specialize in data-driven strategy development, which frequently culminates in projects including comprehensive research & data analysis, business plan writing & development, growth & marketing strategies, and financial analysis & planning. Furthermore, my network of industry experts and professionals enables me to provide clients with access to additional resources and support. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗘𝗗 𝗖𝗟𝗜𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • Secured seven-figure funding from investors, banks, and SBA programs. • Boosted IT service provider's growth rate from 3% to 16% in 6 months. • Increased an HVAC company's net income by 33% despite a 7% revenue decline. • Grew a supplement company’s EBITDA 16% by aligning corporate & financial strategies. • Outsold 97.9% of sellers on the $2.3 billion platform Etsy within a drinkware brand’s first year by developing scalable go-to-market and operational strategies. • Drove 385% growth in hyper-competitive entertainment industry as fractional CEO, establishing a renowned 27,000 sq. ft. multimedia studio. • Increased YouTube channel's 90-day impressions by 46%, views by 126%, and click-through rate by 1.9%. 𝗟𝗲𝘁'𝘀 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 how I can leverage my lifetime of experience, formal education, and incredible network to take your business to the next level. I know that hiring a freelancer is an important decision, and I'm happy to provide more information and answer any questions you may have. I’m here to help and just a message away! - $220/hr $220 hourly
Aleksandr M.
- 5.0
- (63 jobs)
Los Angeles, CA
Financial Advisors
IRS Income Tax AuditsIRS ResolutionFinancial AnalysisFinancial ModelingInternational TaxationTax PreparationTax LawExperienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.
- $10/hr $10 hourly
Iftikhar H.
- 4.8
- (4 jobs)
Gilgit, GB
Financial Advisors
Financial AnalysisFinancial ModelingData EntryXeroManagement AccountingIntuit Proconnect TaxQuickBooks OnlineAccounting BasicsPayPalBookkeepingPayroll AccountingTax AccountingInvoicingAccount ReconciliationTax ReturnStress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs. - $65/hr $65 hourly
Kim L.
- 4.9
- (10 jobs)
Atlanta, GA
Financial Advisors
CommunicationsStartup CompanyMarket ResearchBusiness Planning & StrategyFinancial AnalysisMarketing StrategyFinancial ModelingProject ManagementStrategyDigital MarketingData AnalysisEditing & ProofreadingBusiness WritingBusiness PlanBusiness Analysis𝗛𝗲𝗹𝗹𝗼! I'm Kim, a serial entrepreneur turned Business & Strategy Consultant with 10+ years of experience helping startups, small businesses, and Fortune 100s like Disney and Boeing thrive. The knowledge & expertise I've gained from experience is fortified by Lean Six Sigma certifications, a Psychological Science degree, and an MBA from USC Marshall (a top-20 business school). 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: My mother was an entrepreneur, so like a fish in water, I've been surrounded by business my entire life. She founded a snack food manufacturer when I was 5, and it grew alongside me like a sibling. After her unexpected passing, I became the company's CEO and joined forces with my human siblings to run it. That remains the most stressful and scariest year of my professional and personal life, but the lessons afforded to me during childhood and the support of an awe-inspiring team empowered me to succeed its trials by fire. In my first year as CEO, revenue increased by 20% and profitability increased by 36%. We doubled within a few years and steadily grew until receiving a buy-out offer that, after some negotiation, we couldn't refuse. I attribute those experiences to the consultant I've become and my ability to connect with clients. I'm intimately familiar with how overwhelming running a business can be, and I'm passionate about leveraging the knowledge and expertise I've accumulated to empower entrepreneurs in similar ways. 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: I bring a unique blend of practical knowledge, strategic thinking, business acumen, and technical skills to the table. I specialize in data-driven strategy development, which frequently culminates in projects including comprehensive research & data analysis, business plan writing & development, growth & marketing strategies, and financial analysis & planning. Furthermore, my network of industry experts and professionals enables me to provide clients with access to additional resources and support. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗘𝗗 𝗖𝗟𝗜𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • Secured seven-figure funding from investors, banks, and SBA programs. • Boosted IT service provider's growth rate from 3% to 16% in 6 months. • Increased an HVAC company's net income by 33% despite a 7% revenue decline. • Grew a supplement company’s EBITDA 16% by aligning corporate & financial strategies. • Outsold 97.9% of sellers on the $2.3 billion platform Etsy within a drinkware brand’s first year by developing scalable go-to-market and operational strategies. • Drove 385% growth in hyper-competitive entertainment industry as fractional CEO, establishing a renowned 27,000 sq. ft. multimedia studio. • Increased YouTube channel's 90-day impressions by 46%, views by 126%, and click-through rate by 1.9%. 𝗟𝗲𝘁'𝘀 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 how I can leverage my lifetime of experience, formal education, and incredible network to take your business to the next level. I know that hiring a freelancer is an important decision, and I'm happy to provide more information and answer any questions you may have. I’m here to help and just a message away! - $220/hr $220 hourly
Aleksandr M.
- 5.0
- (63 jobs)
Los Angeles, CA
Financial Advisors
IRS Income Tax AuditsIRS ResolutionFinancial AnalysisFinancial ModelingInternational TaxationTax PreparationTax LawExperienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have. - $50/hr $50 hourly
Ellie K.
- 5.0
- (24 jobs)
Nashville, TN
Financial Advisors
ProofreadingProject ManagementTrademark SearchFinancial AnalysisTrademark ProsecutionLegal WritingContract DraftingDocument ReviewBookkeeper/Paralegal experienced using QuickBooks (online and desktop versions), available to perform all types of paralegal and bookkeeping work including the following: FINANCIAL and BOOKKEEPING: Management of A/R and A/P using QuickBooks • Preparation of year end reports to submit to a CPA for tax preparation • Reconciliation of transactions and bank statements • Payroll and related monthly and quarterly IRS filings • Cleanup of books in chaos due to neglect • Data Entry • Other bookkeeping tasks CASE MANAGEMENT: Calendaring and managing deadlines • Case file review, organization and summary • Correspondence with clients, opposing counsel and the Court • E-filing Court documents DISCOVERY: Medical Records requests, review, organization and summary • Preparation of Discovery requests and responses • Public Records research and retrieval RECORDS MANAGEMENT: Large document sort, organization and review • Chronologies and timelines • Organization and editing of documents using Adobe Pro LEGAL DRAFTING: Preparation of pleadings and motions • Formatting documents • Proofreading and editing contracts and other legal documents DEPOSITIONS: Deposition digests • Document and exhibit compilation and management • Deposition Transcript review and summary LEGAL PROJECT MANAGEMENT: Management of projects requiring a legal background • Law firm practice management software Integration • CLE course approval through state boards - $190/hr $190 hourly
Matthew W.
- 5.0
- (164 jobs)
Birmingham, AL
Financial Advisors
Investment ResearchDerivatives TradingStock Option AgreementMicrosoft ExcelAccounting Principles & PracticesFinancial ModelingFinancial AnalysisI'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for HNW individuals and discreet private clients. I'm also a senior coach for a well-known and well-respected trading education firm. Colleagues include ex-hedge fund traders, analysts, market makers, floor trading managers, CFOs, and CMTs. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Ongoing portfolio-level hedge management and premium selling (covered call sales) for HNW individuals ($1mm minimum, sliding fee scale) - End to end trade coaching (basics --> strategy --> execution --> tracking --> tweaking psychological troubleshooting) using options, stock, and/or futures. Am considered a SME in complex options positions and hedging techniques, especially with short volatility products. - Custom trading tools (Excel and Sheets only, no Python, APIs, etc.) - Data Analysis Additional ad hoc hedging and portfolio management questions/needs Feel free to reach out regarding private wealth management as well. - $95/hr $95 hourly
Zlatko A.
- 5.0
- (10 jobs)
Belgrade, CENTRAL SERBIA
Financial Advisors
Operations Management SoftwareInterpersonal SkillsMicrosoft AccessFinancial ManagementFinancial AnalysisFinancial PresentationFinancial ModelingBusiness Process AutomationBusiness Process ManagementBusiness ConsultingBusiness ManagementManagement DevelopmentBusiness OperationsManagement ConsultingStartup ConsultingMost engagements start with a 10–14 day Stabilisation Sprint (fixed scope). I install clear ownership (roles/RACI), a KPI scorecard, and a weekly operating cadence so your remote team delivers, and it takes this off your plate. After the sprint, I can stay on 1 day/week (or 8–10h/week) to run the cadence (scorecard → priorities → follow-ups), keep reporting clean, and remove bottlenecks. ✅ What you get by Day 14 (live + adopted): • 1 KPI scorecard (owners, definitions, targets) • 1 weekly cadence (agenda + action log + follow-ups) • 1 lightweight roles/RACI map (handoffs + escalation) • 2–3 critical SOPs implemented for daily use Proof: • +9% net profit improvement (Keen Holdings) • Turnover growth €2M → €7M (Al Grosso) • ISO 9001/14001 + EOS-like cadence; saved 15h/week • Finance toolkit used by 10+ SMEs; ~€5K/month untracked spend removed • Additional credibility: Accepted into independent consultant networks (Catalant, BTG). Here’s what I offer: • KPI scorecards + reporting ownership (incl. Sales + Backend KPIs when needed) • Weekly operating cadence (scorecard review, priorities, accountability) • SOPs, process maps, and roles/RACI (handoffs + escalation) • Tooling oversight (Microsoft 365 / Asana / Slack / Google Sheets) - I define specs and QA delivery with your implementers Selected work: 1. Keen Holdings (UK) — Fractional COO +9% net profit improvement through process work and execution discipline. 2. Al Grosso — COO/CFO Helped grow annual turnover from €2M to €7M over two years. 3. ISO + SOP systems Set up ISO 9001/14001, SOPs, KPIs, and an EOS-like weekly cadence; saved 15 hours/week. Who I work with: • Founder-led teams that need clear ownership and predictable execution • Ops-heavy businesses where delivery or follow-through is messy • Teams that want simple cadence, real KPIs, and less micromanagement • Importers, distributors, and FMCG/product businesses that need sourcing-to-shelf control Secondary track (when relevant): For importers, distributors, and FMCG/product businesses, I can also set up the sourcing → QC → landed cost → logistics → inventory → retail-readiness process, so launches and replenishment stay predictable. When needed, I also support supplier screening, negotiation prep, and margin-risk controls. Message me on Upwork, and we’ll set a short call to confirm scope and the best first sprint. - $85/hr $85 hourly
Mitchell F.
- 5.0
- (114 jobs)
Eagle Mountain, UT
Financial Advisors
Advanced AnalyticsData IntegrationPower QueryBusiness AnalysisBusiness IntelligenceFinancial AnalysisData CleaningOperations AnalyticsData AnalyticsSpreadsheet SoftwareExcel FormulaDashboardData VisualizationMicrosoft ExcelData AnalysisHello there! I have 10+ years of data analysis experience and am passionate about helping businesses tackle their toughest data challenges. With expertise in Excel, Python, and SQL, I focus on automating workflows, cleaning and transforming data, creating dashboards, and pretty much everything else in between across a wide variety of industries. I believe good data can tell a story and drive smarter decisions. That’s why I focus on creating practical, easy-to-use solutions tailored to what you actually need. Maybe you’re drowning in data and just want something more manageable, or you’re looking to save time by automating a tedious process. Either way, I’m here to help. If you’re ready to take the hassle out of your data and make it work for you, I’d love to hear more about your project. Don't hesitate to reach out with any questions, and let's explore how I can help! - $75/hr $75 hourly
Dan S.
- 5.0
- (1 job)
Lemont, IL
Financial Advisors
Financial ModelingGoogle SheetsAlgorithm DevelopmentData EngineeringAutomationPythonPortfolio Performance ModelingStatistical AnalysisQuantitative AnalysisRisk AnalysisTrading StrategyMarket AnalysisInvestment ResearchEquipment SizingFinancial AnalysisI provide institutional-grade financial research, trading analytics, and statistical market insights for clients who need more than boilerplate summaries. What I deliver: • Equity research with real catalyst forecasting • Trading strategy evaluation (win-rate, drawdowns, Monte Carlo) • Options strategy review, risk analysis, and volatility assessment • Fundamental + technical hybrid reports • Python-based backtests, screeners, and automated reports • Google Sheets dashboards (pricing models, risk metrics, relative strength) I’m a Statistics PhD candidate with hands-on experience building quant models, analyzing catalysts/timelines, constructing risk frameworks, interpreting filings, and generating trading insights across all market caps (especially small-cap and biotech catalysts). My work is: • Clear — no fluff, no filler • Data-driven — real numbers, statistical logic • Actionable — what matters, when it matters • Decision-focused — not academic, but practical Typical Projects I Solve: ✔ Summaries of upcoming catalysts with dates, expected scenarios, risk factors ✔ Evaluation of swing-trading systems with backtests + probability distributions ✔ Audit of a client’s portfolio: sector risks, beta exposure, worst-case outcomes ✔ Python scripts to automate market scans or pull API data ✔ Creation of 1–5 page investment briefs for traders or small funds Who hires me: • Retail traders who want professional-grade analysis • Small funds + investment groups • Fintech teams needing outsourced research • Founders needing market modeling or valuation help If you want analysis that actually changes decisions, not regurgitated summaries — I’m the guy you hire. Send me a message and tell me what you need. I'll respond quickly, give a straightforward plan, and deliver clean, data-backed work. - $135/hr $135 hourly
Shaun C.
- 4.9
- (253 jobs)
Boston, MA
Financial Advisors
Financial AnalysisBusiness ResearchResearch MethodsResearch ProposalsMarket ResearchTechnical WritingResearch PapersAcademic EditingCompany ResearchCorporate FinanceAcademic WritingBusiness WritingEconomic AnalysisAI Model TrainingBehavioral FinanceI bridge the gap between rigorous economic theory and cutting-edge technology. As a PhD-level Behavioral Economist, I specialize in improving the accuracy of Generative AI models for financial and economic forecasting for global leaders, including Google, Microsoft, and Amazon. My expertise encompasses model evaluation, RLHF, and strategic AI implementation within the finance industry. Additionally, I provide high-level academic consulting for scholars and doctoral candidates. I specialize in the complex stages of the publishing cycle, including original manuscript development, dissertation coaching, and navigating "revise and resubmit" requirements for elite journals such as the Strategic Management Journal and Academy of Management Journal. Consultation Policy: I offer a free 15-minute introductory meeting to discuss your goals. For complex projects—specifically those requiring document reviews or substantive research strategy—please book a consultation. * 30-Minute Consultation: Reserved for non-research projects. * 60-Minute Consultation: Required for all research-based academic or corporate projects. Estimated project costs are provided exclusively following a formal consultation to ensure an accurate assessment of your specific needs. - $100/hr $100 hourly
Jason P.
- 5.0
- (60 jobs)
San Francisco, CA
Financial Advisors
Real Estate Financial ModelFinancial AnalysisFinancial Model— Investment Analyst | Multi-Billion-Dollar Family Office – Assessed and articulated the financial impact of acquisitions, developments, operations, leasing, and sales on cash flow and project and partnership level returns. — Underwriting & Valuation Expertise – Underwrote over $2 billion in renewable energy and commercial real estate assets acquisitions and developments across all major property types, including office, retail, industrial, multifamily, and hospitality. Developed and maintained comprehensive cash flow and valuation models. — Capital Markets & Financing – Secured over $250 million in assumable, construction, bridge, and permanent financing through strategic partnerships with leading pension funds, banks, and insurance companies. — Investment Committee & Investor Presentations – Prepared comprehensive investment committee memorandums and developed pitch decks in Word and PowerPoint, effectively communicating deal rationale, financial analysis, and strategic recommendations to stakeholders. — Investment Strategy & Stakeholder Communication – Spearheaded the development and presentation of investment memorandums, business plans, and financing proposals for institutional partners. Real Estate Expertise As an Investment Analyst for a multi-billion family office, I have hands-on experience across all stages of the real estate lifecycle, including: Acquisitions, Developments & Dispositions – Underwriting, due diligence, contract negotiations, investment memorandums, prorations, and waterfall modeling. Financing & Capital Structuring – Structuring assumable, construction, bridge, permanent financing, and recapitalizations to optimize portfolio performance and capital efficiency. Operations & Asset Management – CAM and tax reconciliation, budgeting, and reforecasting to optimize asset performance. Valuation & Financial Modeling – Advanced proficiency in ARGUS Enterprise and Excel modeling. I currently hold my certification in Argus Enteprise. Scenario & Sensitivity Analysis – Evaluating and communicating the financial impact of operational decisions, leasing strategies, asset dispositions, and repositioning efforts. - $150/hr $150 hourly
Yahaira B.
- 4.9
- (16 jobs)
Raleigh, NC
Financial Advisors
Budget PlanningBudgetForecastingConstructionCash Flow AnalysisSaaSNonprofit OrganizationCorporate FinanceFinancial ReportingFinancial ManagementCPAFinancial AnalysisGAAPInternal ControlIs 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. - $120/hr $120 hourly
Alora A.
- 5.0
- (6 jobs)
Kings County, NY
Financial Advisors
Financial ReportingCPAIRS Income Tax AuditsPersonal BudgetingFinancial AnalysisIntuit QuickBooksBudget ManagementPayroll AccountingAccount ReconciliationTax PreparationI am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor. - $75/hr $75 hourly
Hoda E.
- 5.0
- (1 job)
Dubai, DU
Financial Advisors
Value-Added TaxCorporate TaxMake.comZoho CRMZoho BooksFinancial PlanAutomationSAP BusinessOneFinancial AnalysisFinancial ModelFinance & AccountingFinancial StatementBookkeepingFinancial ReportBank ReconciliationUAE businesses are bleeding money through messy books, unfiled VAT returns, and Corporate Tax obligations they don't fully understand. International SMEs are drowning in manual finance processes that should run automatically. I fix both — remotely, in Arabic and English. I'm a Dubai-based Fractional CFO and finance automation specialist with 8+ years managing finance functions for businesses up to AED 50M ($14M) in revenue across UAE, UK, and international markets. I don't just report your numbers — I fix the systems producing them. I combine CFO-level financial leadership with hands-on automation — building Zoho One and Makecom workflows that eliminate manual data entry, close your books in days not weeks, and give you real-time financial visibility without hiring a full-time finance team. What I deliver that most controllers cannot: — Monthly close with board-ready P&L, balance sheet, and cash flow — Finance workflow automation using Zoho One + Makecom — Cash flow forecasting (3–6 months rolling) — Budget vs actual variance reporting with management commentary — UAE Corporate Tax compliance, FTA gap analysis, and VAT structuring — Zoho Books and QuickBooks setup, cleanup, and integration — IFRS-compliant financial reporting for international businesses Who I work with: Growing SMEs — typically $1M–$20M revenue — whose finance systems haven't kept pace with their business. UAE companies needing full regulatory compliance. UK and international businesses needing remote CFO leadership and automated reporting. Results from current clients: Monthly close reduced from 3 weeks to under 7 days. Zero FTA penalties across all active engagements. Board-ready reporting delivered on fixed monthly retainer. I respond within 1 business hour during UAE hours (GMT+4). If your books are behind, your VAT is overdue, your numbers aren't trustworthy, or your finance process runs on spreadsheets and hope — message me. - $50/hr $50 hourly
Angela A.
- 5.0
- (22 jobs)
Houston, TX
Financial Advisors
IRS Income Tax AuditsFinancial AuditFinancial PlanTax StrategyBookkeepingQuickBooks OnlineRegulatory IntelligenceRegulatory ComplianceAccountingCommunicationsCRM SoftwareTax PreparationPayroll AccountingFinancial AnalysisTax Law ComplianceAccuracy and timeliness are important to me and I will not complete my work until you are 100% satisfied. Therefore, all work is completed by myself alone (NO OUTSOURCING) and I provide a money back guarantee if your expectations are not met. I am a dedicated professional having 11 years of experience preparing taxes and over 6 years of experience in payroll processing, bookkeeping, project management, data collection, research, and office administration. To leverage my experience, I have also acquired education in both Financial/Managerial Accounting and Google Ads. I am an autonomous individual with a keen ability to navigate numerous complex assignments. I possess the ability to adhere to new tasks and fashion industrious business models with substantial experience in accounting and general business management. My previous work has been used to optimize the financial decision making of companies of varying industries and individuals alike. I am an expert in the following: Payroll Rules and Regulations Personal Tax Filing (Federal/State) and Tax Code State of Texas Quarterly Filing and Registration IRS Remittance/Terminology Chart of Accounts Mastered Applications: Intuit QuickBooks Online Intuit QuickBooks Desktop Intuit Tax Software ADP Payroll Systems Google AdWords Google Analytics Google Ads 360 PDF Conversion Adobe Acrobat DC Pro Microsoft Office Microsoft Outlook Microsoft Word Microsoft Excel Microsoft PowerPoint - $70/hr $70 hourly
Ahmed E.
- 5.0
- (9 jobs)
Toronto, ON
Financial Advisors
Financial PlanningFinancial ModelingCorporate FinanceCommercial LendingCredit RepairFinancial WritingBusiness WritingBusiness AnalysisFinancial AnalysisHello, I’m Ahmed, a seasoned financial consultant based in Toronto, Canada, with over 14 years of experience helping businesses in Canada, the USA, and the Middle East thrive. My passion lies in transforming financial challenges into opportunities for growth by providing tailored, results-driven solutions. What I Do: ======== I specialize in corporate finance, where I help businesses: - Raise Capital (Debt & Equity): Secure funding by negotiating with banks, investors, and financial institutions. - Prepare Comprehensive Financial Plans Develop business plans, financial models, and strategies that attract capital and drive business success. - Mentor Startups: Guide entrepreneurs from idea inception to actionable plans, helping them become investment-ready and scale their ventures. My Expertise: ========== With a background in private equity, venture capital, and senior roles at multinational banks, I bring a wealth of experience across: -Debt Structuring and Fundraising -Business Planning and Financial Modeling -Investment Advisory (Structuring, Valuations, and Due Diligence) -Portfolio Optimization and M&A Consulting -Startup Strategy and Mentorship Track Record of Success: ==================== -Raised millions of dollars for clients across diverse industries, including real estate, manufacturing, F&B, and technology. -Supported startups in securing seed and growth-stage funding by crafting investment-ready business plans. -Negotiated favorable terms with banks and investors, unlocking new growth opportunities for clients. -Helped clients optimize operations through financial analysis and management consulting, driving profitability and scalability. Why Work With Me? ============== -Global Reach: Extensive experience working with clients in Canada, the USA, and the Middle East, ensuring culturally and regionally relevant solutions. -Proven Expertise: A history of delivering results for startups, SMEs, and established corporations in raising funds and achieving financial transformation. -Comprehensive Services: From financial modeling to debt negotiations, I provide end-to-end support tailored to your business needs. -Startup Mentor: As a founder myself, I understand the unique challenges of building a business and provide actionable guidance to help you succeed. Let’s Work Together Whether you’re looking to raise capital, create a robust financial plan, or transform your business idea into a thriving venture, I’m here to help. Let’s collaborate to achieve your financial goals and unlock your business’s full potential. Contact me today to get started on your journey to success! - $40/hr $40 hourly
Erdem A.
- 5.0
- (7 jobs)
Istanbul, Turkey
Financial Advisors
International Financial Reporting StandardsFinancial ReportingInternal AuditingForex TradingFinancial AuditGAAPFinancial AnalysisHello! Do you need a Big 4 Financial Auditor to Audit your Financial Statements and preapare your Financial Report? Do you need a Quickbooks/Xero Expert to help out your small business with accounting? SO WHY ME? 4 Years of Financial Audit Experience with a Big 4 firm. Proficient at Microsoft Excel, Microsoft Word and Microsoft POWER BI. Quicbooks and Xero Expert. These are my main services I provide for my Clients - Financial audits of Cash, Account Receivables, Inventory, Fixed Assets, Accounts Payables, Debt, Future Employment Benefits, Income Taxes (Not limitited to those but all Balance Sheet and Income Statement Accounts) - Auditing these accounts using Templates that calculates according to IFRS Standards.(Amortisation for Tangible Assets, Unused Vacation, Royalty Payment Provision,Net Realizable Value Calculation and more...) - IFRS 9 and IFRS 16 Calculation. - Booking Adjusting and Reclassification Entries after the Financial Audit. - Financial reporting under IFRS and GAAP for both Solo and Consolidated Entities. - Financial statements preparation (Balance Sheet, Income statement, Statement of Cash Flow, Change in Shakeholders Equity, Footnotes) - • Transformation of financial statements from GAAP to IFRS. - $40/hr $40 hourly
Feras A.
- 5.0
- (21 jobs)
Oakville, ON
Financial Advisors
Financial StatementBig DataFinancial AnalysisTidyverseData AnalysisMicrosoft Excel PowerPivotData ModelingAutomationRPower QueryMicrosoft Power BIData VisualizationSQLIntuit QuickBooksWith 7+ years of experience in Power BI development, I help businesses transform raw data into actionable insights through scalable dashboards, automated workflows, and financial reporting solutions. I specialize in turning messy row data into interactive, drillable dashboards that save teams hours of manual work while delivering clarity, accuracy, and efficiency. My approach blends technical expertise with a strong focus on finance and process automation—so your data doesn’t just look good, it drives decisions. Core Expertise: 🔹 Power BI Development - Data wrangling (Excel/CSV/TXT/PDF → clean, structured datasets) - Data extraction , automation and integration using R programming , Power Automate and Zapier - Optimized star-schema data models for performance - Advanced DAX (time intelligence, dynamic aggregations, allocations) - Publishing & tenant administration (gateways, security, governance) 🔹 Projects Completed - Direct to customer sales dashboard - Amazon store analysis - RFM Analysis - Cohort Analysis - Profit & Loss (P&L) statements (monthly/quarterly/yearly) - Budget vs. Actuals, YoY, QoQ, MoM comparisons - Multi-entity/cost center breakdowns - Supplier/customer profitability analysis - Multi-currency and fiscal/calendar year support 🔹 Power Platform Solutions -Automating manual tasks (PDF/Excel conversions, file consolidation) -Scheduled data refreshes & seamless integrations Ongoing support & maintenance for reports and datasets Why Work With Me? ✅ Data Clarity: I turn scattered files into clear, interactive dashboards. ✅ Scalable Processes: From inconsistent CSVs to automated reporting pipelines. ✅ Ongoing Partnership: Training, documentation, and long-term support included. 📊 Let’s build reports that save time, improve decisions, and eliminate headaches. - $110/hr $110 hourly
Andrew B.
- 4.9
- (33 jobs)
Portland, OR
Financial Advisors
Financial PlanningFinancial AnalysiseMoney Advisor emXInsurance Policy AnalysisCertified Financial PlannerFinancial WritingRegulatory ComplianceFinancial ModelingData EntryComplianceMy eMoney expertise comes from a wealth of experience adding value to high-net-worth oriented RIA practices through efficient, high-quality financial plan modeling. Top-performing financial planning practices have hired me to develop and manage their eMoney programs, conduct financial modeling, train staff on implementation, and work closely with their principal advisers to develop prudent analysis and recommendations for their clients. I focus on working diligently to equip you to better help your clients make more informed and well-founded financial decisions that are critical at every stage of their life. As an experienced CERTIFIED FINANCIAL PLANNER(tm) professional, I understand the complexities of personal (and behavioral) finance, and my industry experience makes me uniquely qualified to provide a compliant service to your financial planning practice. I look forward to providing support to you and your team! - $110/hr $110 hourly
Erick T.
- 5.0
- (2 jobs)
Chicago, IL
Financial Advisors
Commercial LeaseCorporate FinanceReal EstateFinancial ModelingFinancial AnalysisI'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. - $45/hr $45 hourly
Hitarth P.
- 5.0
- (16 jobs)
Surat, GUJARAT
Financial Advisors
TableauData AnalyticsEtherscanBusiness PlanEditing & ProofreadingBitcoinFinance & AccountingBlockchain, NFT & CryptocurrencyFinancial AnalysisXeroInvestment StrategyCryptocurrencyAccounting Principles & PracticesIntuit QuickBooksTax PreparationI pride myself on my work and getting accurate results for my clients. I’m very passionate about helping my clients and would love to take the initiative. I have a broad range of experience of around 10+ years in the Finance Industry. I have worked with one of the Big 4 i.e., Deloitte, and few large banks, i.e., ING group, Kotak Mahindra Bank, Axis Bank, where I have worked on varied roles and assisted on Credit risk management, Financial And Investment Advisory, Business consulting. I can also help you with your first step into the world of Cryptocurrencies, guide you and provide you end-to-end solutions for your Crypto problems, be it investing, staking, NFT's, liquidity pools, etc, Services I provide. * Book keeping, accounting and Tax Consultancy. * Cryptocurrency Consulting, DeFi Strategist. * White paper development. * Financial Analysis, Modelling, and Advisory. * Business consulting. * Investment advisory. * Technical and Fundamental Analysis. * Proof reading. - $70/hr $70 hourly
Andrew P.
- 5.0
- (8 jobs)
Milwaukee, WI
Financial Advisors
Social Media ContentContent StrategyBlog DevelopmentBlog ContentCopywritingWritingDerivatives TradingFinancial WritingFinancial AnalysisFinancial TradingTrading StrategyCorporate FinanceEconomicsStock MarketEconomic AnalysisExperienced financial writer and market analyst with a deep background in global markets, equities, and derivatives. My work draws on more than 10 years of experience as a professional options/volatility trader, along with more than 20 years trading equities. That background includes expertise in strategy development, automated execution, fundamental research, and risk management, allowing me to translate complex financial concepts into clear, actionable insights for a broad audience—from active day traders to longer-term investors. - $75/hr $75 hourly
Sam J.
- 5.0
- (39 jobs)
Doral, FL
Financial Advisors
Financial ModelingSocial Media MarketingBusiness WritingAccounting Principles & PracticesEmail MarketingMicrosoft ExcelBusiness PlanFinancial AnalysisForecastingRaising capital isn’t about luck — it’s about preparation that convinces investors you’re built to win. Over the past 13 years, I’ve helped entrepreneurs turn ideas into fundable realities — contributing to hotels, restaurants, and small businesses that have collectively secured over $20 million in financing and investment approvals. With an MBA and 25 years of hospitality leadership behind me, I bring a consultant’s discipline and an operator’s intuition to every plan I create. The result? Business plans and financial models that don’t just look good — they work. What You’ll Get Investor-grade financial models that build trust at first sight. Compelling business plans that clearly communicate your vision and profitability potential. Detailed market analysis & forecasting to back up your ask. Confidence to present anywhere — banks, SBA, or private investors — and get a yes. My Clients Choose Me Because: They’re serious about being investor-ready. They want an expert who’s actually raised capital, not just written about it. They understand that their plan is their reputation — and they want it flawless. And they get results like this: “Loan approved today — thank you for making it happen.” “Professional, reliable, and worth every penny.” “Sam built us a plan we proudly showed investors — and it worked.” Who I Work With ✅ Founders preparing for investor pitches or loan applications. ✅ Entrepreneurs refining a new venture concept. ✅ Owners ready to optimize financial performance before expansion. If this sounds like you, we’ll work together to create a bulletproof plan that stands up to investor scrutiny — and turns ideas into funded ventures. Ready to Take the Next Step? Message me directly to book a discovery call. Let’s build the business plan that gets your project funded — the first time. About Me MBA | 13 years consulting | 25 years in hospitality management | Clients funded for $20M+ I combine analytical precision with practical business insight — the kind that wins confidence in real rooms with real money on the line. - $75/hr $75 hourly
Rod M.
- 5.0
- (56 jobs)
Austin, TX
Financial Advisors
Budget PlanningBudget ManagementCost ControlAcquisitionsPre-ConstructionConstructionConstruction EstimatingFinancial AnalysisUnderwritingReal Estate Financial ModelReal Estate AcquisitionReal EstateConstruction ManagementFinancial ModelingCost AnalysisCRE development consultant with 10+ years of experience helping developers, lenders, and sponsors bring institutional rigor to deal analysis and construction execution. - $1.2B+ in CRE transactions underwritten across 90+ multifamily, industrial, hospitality, and retail deals - $551M+ in construction cost estimates produced across all design phases - $110M+ in active development loans monitored for lender draw management and budget oversight - 100% Job Success | Top Rated Plus | USC Real Estate Finance & Development My background is unusual for this space: I started in construction - estimating $295M+ in projects at Swinerton, California's largest general contractor - then moved into CRE finance and development advisory. That means I don't just model deals; I understand what it actually costs to build them, where things go over budget, and how to keep construction on track once capital is deployed. I work across the full development lifecycle, and my services are structured around who you are and what you need: FOR DEVELOPERS & SPONSORS: - Acquisition underwriting and pro forma development (multifamily, industrial, hospitality, retail, mixed-use) - Conceptual and detailed construction cost estimating across all design phases - Development feasibility analysis and early budgeting - Fractional PM / Owner's Representative during active construction - GC selection support, bid leveling, and value engineering FOR LENDERS & CREDIT FUNDS: - Construction draw monitoring and fund control - Independent budget review and cost validation - Pay application analysis and construction progress verification - Rolling capital projection modeling (12- & 18-month horizons) - Pre-close construction due diligence FOR INVESTORS & FAMILY OFFICES: - Investment-grade underwriting with detailed sensitivity analysis - Acquisition due diligence support - financial and physical - Market feasibility studies - Custom financial modeling across all major CRE asset classes WHAT CLIENTS SAY: "Rod did a terrific job for us in helping set up systems and processes to better manage our construction and capital draw oversight." - Managing Partner, CRE Credit Fund "Very experienced construction professional... Would highly recommend due to Rod's integrity, follow-through, professionalism, and being a pleasure to work with." - Owner, Construction Administration "Rod delivered a solid underwriting model and cost analysis that gave me a clear baseline for evaluating the project. His work was well organized and assumptions were transparent." - CRE Developer, Mixed-Use Feasibility "Excellent SME who provided a lot of great insight into our industry. Will hire again when we have need." - Proptech Founder BACKGROUND: Prior to consulting, I spent 3.5 years at Swinerton Builders estimating and scheduling projects ranging from $2.5M to $50M - including new hospitals, high schools, retail and parking structures. I earned two Swinerton Excellence Awards for coming in under budget on major healthcare builds. I hold a B.S. in Civil & Structural Engineering from USC and completed USC's Real Estate Finance & Development program in 2025. I'm based in Austin, TX and typically available for both project-based and ongoing advisory engagements. I respond to most messages within a few hours. Ready to discuss your next deal or project? Send me a message - happy to learn about what you're working on. Rod Malyshev - $40/hr $40 hourly
Erny P.
- 5.0
- (1 job)
Santo Domingo, NACIONAL
Financial Advisors
Bank ReconciliationAccount ReconciliationFinancial ReportingMonth-End Close AssistanceBudgetBudget PlanningQuickBooks OnlineBookkeepingMicrosoft ExcelAccountingData AnalysisFinancial AnalysisI help small businesses and agencies clean up their books, close their months, and finally trust their numbers. With 13+ years in finance and accounting, I specialize in: • Month-end close & reconciliations • Bookkeeping cleanup (QuickBooks / Excel-based) • P&L, cash flow & variance analysis • Budgeting for NGOs and agencies Clients usually come to me when: ✔ Their books are messy or delayed ✔ They need accurate reports fast ✔ They want clear numbers without long-term commitments I work with fixed scope, clear deadlines, and fast turnaround (3–5 days for most cleanup projects). Let’s fix your numbers so you can focus on running the business. - $75/hr $75 hourly
Andrei C.
- 5.0
- (28 jobs)
Bucharest, BUCUREŞTI
Financial Advisors
Visual Basic for ApplicationsFinancial AnalysisFinancial ModelingBusiness PlanAPISpreadsheet SoftwareMicrosoft ExcelGoogle SheetsHello and welcome to my profile! If you're looking for help "crunching numbers" to answer key questions, you've come to the right place! I'm a mathematician by training with a B.A. in Mathematics and Philosophy from King's College London. My professional background includes Financial Audit at Deloitte, Risk Management at ProCredit Bank, and Financial Analysis at Cashero. I am currently working as a Revenue Manager overseeing a multi-property hotel portfolio, managing pricing, forecasting, and performance across select-service and extended-stay hotels, spanning Marriott, IHG, and Hyatt properties. I specialize in working with Google Sheets, JavaScript, SQL, and Python. Here are a couple of things I can help you with: ► Data Analysis, Data Processing and Data Visualization ► Mathematical Modelling and Optimisation ► Financial Analysis, Financial Modeling, and Financial Reporting ► Scripting and Data Scraping ► Interactive Dashboard Development Please find some of my clients' feedback below: ● "Working with Andrei was not only very professional, he is also very pleasant to deal with on a human level. He thinks along, questions critically, and makes suggestions. I can recommend Andrei unconditionally" ● "Andrei did an outstanding job for me. Great problem solver, perfect English, great at managing expectations and checking in. Could not recommend him more highly" ● "Andrei is very fast. He quickly finds ways to accomplish the given tasks and is a creative thinker in adapting to special needs regarding the whole project. It's more than a job to him, he is enthusiastic about his profession." If you feel like my profile is a good fit for your business needs, feel free to drop a message and I'd love to set up a call and connect! - $85/hr $85 hourly
Iwan G.
- 5.0
- (2 jobs)
Haarlem, NORTH HOLLAND
Financial Advisors
Accounts Receivable ManagementAccounting AdvisoryStartup ConsultingBusiness PlanBudget PlanningFinancial ModelProject FinanceFinancial PlanningFinancial AnalysisBusiness AnalysisBusiness TransformationInternal AuditingAccounts Payable ManagementFinancial ReportIntuit QuickBooksFinancial AuditYou ever question how to make your company better? How you become profitable? Or do you just want to understand your numbers? As a FP&A controller with Director of Finance/CFO background, I'm specialized in Financial Intelligence. I'm here to help you understand and execute on your accounting. What do i offer? Together with your accounting team, i will work closely on the Income statement, balance sheet and cash flow statement. I will gather the information, and look through the numbers to understand the business. As a result, we will come with monthly finance packs and dashboards that shows you and your management team: - The health of your company - The profits your making and where your making them - Which revenue streams can be improved - How your ROI is performing - How your cashflow is performing to see how much you can spent We can discuss any other analysis you need. I have worked for many PE backed companies, and also helped smaller companies to find investments from VC or PE to grow to the next level. I guided these companies in the transition to make the accounting on a higher standard and work on reporting for the new investors to see where the risks and opportunities are. Contact me for any needs you have. I work remotely from Netherlands, but can travel when needed. - $40/hr $40 hourly
Patrick K. A.
- 5.0
- (2 jobs)
Oakville, ON
Financial Advisors
Wave AccountingBookkeepingCost AccountingInternational TaxationFinancial AnalysisSage 50cloudFinancial ReportingCPADigital ForensicsPayroll AccountingBank ReconciliationZoho BooksTax PreparationBalance SheetAccountingIntuit QuickBooksI am a certified accountant based in Mississauga, Ontario. My areas of expertise include financial reporting, Canadian and International taxation, payroll, GAAP/IFRS compliance, forensic accounting, and incorporation. I am also experienced with tax planning and reporting, both for individuals and businesses, in Canada and Hong Kong. I am familiar with the following accounting software: Sage 50 (Desktop), Sage Business Cloud, Quickbooks, Quickbooks Online, Zoho Books (and other Zoho products), Wave Accounting, Freshbooks, Yardi (construction) I have the following accounting certifications: -CPA, CGA in Canada -CPA Australia in Australia -CIMA in the United Kingdom -CGMA in the United States Want to browse more talent?
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