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4.8/5
based on 7,997 client reviews
  2. Finance & Accounting Talent
  3. Financial Planners
  4. (Current) Financial Analysts
  • $95 hourly

    • 4.8/5
    • (23 jobs)
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Pro Forma Statement
    Financial Projection
    Startup Consulting
    Construction
    Cash Flow Modeling
    Accounting
    Cash Flow Analysis
    Financial Accounting
    Business Planning & Strategy
  • $175 hourly

    • 5.0/5
    • (298 jobs)
    Hi! Upwork uses my first name, Royce, but I go by Aaron (my middle name). I am a quantitative /systematic trader that also helps others with all things related to running algorithmic trading systems. This includes tasks such as system modeling/backtesting, data collection/storing, signal processing based on technical indicators, portfolio and position risk management, etc. I am a skilled programmer that writes well documented and organized code that is easy to follow and build upon. But I provide even more value with my trading knowledge and experience. I've contributed to hundreds of successful projects to date, and look forward to taking on many more. Some of my specialties includes using QuantConnect (where I am a recommended consultant), Interactive Brokers API integration, and TradingView. My past and current clients include investment/financial advisors, portfolio managers, CTAs, and professional traders. I also work with individuals that are just getting started in trading. Check out the testimonal below to see what an active client who manages around 150M+ AUM had to say about working with me. If you are interested in learning how to write algorithms for QuantConnect, I've created a training course of 22 different algorithms that I explain in 27 videos, almost 17.5 hours of instruction. Message me if you are interested, and I can send you more information.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Trading Strategy
    Trading Automation
    Financial Trading
    Derivatives Trading
    Quantitative Finance
    Quantitative Analysis
    Project Risk Management
    Forex Trading
    Quantitative Research
    Algorithm Development
    Python
    Cryptocurrency
    Investment Research
    Financial Modeling
  • $125 hourly

    • 4.5/5
    • (15 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.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Accounting
    Financial Management
    CPA
    GAAP
    Internal Control
  • $100 hourly

    • 5.0/5
    • (16 jobs)
    Highlights: -Senior Analyst for a $1.5 Billion mixed-use portfolio, responsible for evaluating and communicating the impact of acquisitions, operations, redevelopment, leasing, and sales on cash flow and investment returns. -Experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python. -Partners included some of the largest Pension Funds, Banks, and Insurance companies in the world. Responsible for building and presenting Investment Memorandums, Business Plans, and Financing Requests. -Developed and maintained Cash Flow and Valuation models for a leading NRSRO Credit Rating Agency, utilized in generating CMBS ratings relied on by institutional investors. -Underwriting over $7 billion of Commercial Real Estate properties across all asset types. -Securing over $500 million of Construction, Bridge, and Permanent financing As the Senior Analyst for a leading mixed-use Mid-Atlantic Real Estate Development firm, I have experience in all stages of the Real Estate lifeycle, including but not limited to: Acquisition and Disposition/Sale: Underwriting and Due Diligence, Contracts, Investment Memorandums, Prorations, Waterfalls Financing: Construction, Bridge, and Permanent financing Operations: CAM and Tax Reconciliation, Budgeting and Reforecasting Valuation: Extensive experience with Argus and Excel modeling, including integration with internal and extenal APIs and databases. Scenario Analysis: Evaluating and communicating the impact of operations, leasing, and potential dispositions or repositioning on partner distributions and investment returns. In addition, I am an experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Projection
    Pro Forma Statement
    Financial Forecast
    Financial Modeling
    Industry Knowledge
    SQL
    Python
    React
    Cash Flow Modeling
    Excel
    Argus
    Investment Research
    Real Estate Financial Modeling
    Real Estate Acquisition
  • $125 hourly

    • 5.0/5
    • (112 jobs)
    Former TradeStation EasyLanguage Engineer who answered 17,000+ TradeStation EasyLanguage Forum questions for Traders and Developers. Developed thousands of strategies/indicators and the most advanced products available which enhance automated trading. Degreed Electrical Engineer with a MBA. I am thoroughly versed in TradeStation nuances and I build on a strong foundation of listening to the customer, bringing clarity to the issues, and finding solutions to the problems. I ask the questions that help you rigorously define your project and decide if it is possible, affordable, and ultimately, desirable. There are many paths that can be taken when writing code. How the code is written can impact how efficiently your strategy trades. Having been exposed to so many other trader's and developer's code and to finding solutions for their issues, I bring a broad perspective to coding and a deep understanding of just how to effectively and quickly code in TradeStation EasyLanguage while avoiding non-obvious pitfalls.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Six Sigma
    Consultant
    Excel
    Statistical Analysis
    Object-Oriented Design
    EasyLanguage
    TradeStation
  • $80 hourly

    • 5.0/5
    • (15 jobs)
    I am experienced in all areas of finance with great analytical skills. I am a certified tax consultant in Germany.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Tax Law
    Accounting Basics
    Tax Planning & Advisory
    Accounting
    Financial Reporting
    Bookkeeping
    Financial Accounting
    Tax Return
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
  • $165 hourly

    • 5.0/5
    • (159 jobs)
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 8+ years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Financial Reporting
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Business Analysis
    Business Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • $50 hourly

    • 5.0/5
    • (6 jobs)
    Consumer internet and CPG finance executive with Financial Planning and Analysis (FP&A) core experience and cross-functional experience in Analytics, e-commerce, Business Development and Corporate Development.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    eCommerce
    Budget Management
    Intuit QuickBooks
    Google Analytics
    Financial Accounting
    Financial Planning
    Financial Modeling
    Data Analysis
    Management Accounting
    Microsoft Excel
  • $135 hourly

    • 5.0/5
    • (205 jobs)
    I am a former Finance Manager (14 Years) who has created P&L Models for Fortune 500 and start-up companies, forecasted sales for GSK Consumer more accurately than the Walmart dedicated sales team, and analyzed cost variances on over $300M in annual purchases..Created forecast models for one of the world's largest nonprofits to help make informed decisions. I am also an Excel Macro Guru (VBA & TypeScript) (20+ years). I love data analysis I have a passion for making things "just work" whether it is beautiful executive dashboards or automating time-consuming/error-prone processes. - A business and finance manager/analyst that can program - hard to find someone that does both sides exceptionally. I build Executive Dashboards so CEOs can quickly understand and can automate the entire data stream. - Expert in automating QuickBooks output to Excel Pivot Tables and Dashboards - Dashboards, Scorecards, and Executive Summaries - Automation: Using VBA macros, Power Query, Pivot Tables, and advanced lookups/formulas - Simplifying Advanced calculations and Pivot Tables. - Nielsen reporting and analysis (GPG/OTC/Consumer Healthcare/Seafood/Meat/Snacks & More) - Financial Reporting/analysis. - Processing, manipulating, and analyzing large sets of data. - Breaking/Removing passwords on sheets - Any password, Any version of Excel. - Formatting: Making things look good while guiding the user to the important data points. - Optimizing files for size and speed - Taking files from 5 Minutes to under 1 second calc time. - Using the simplest solution possible - make it faster, easier to understand, and easier to modify if needed. - Almost anything else: If you can dream it, I can do it. Recently quoted in Forbes Magazine in an article on Akkio’s Conversational AI. Excel Certifications (LinkedIn) · Cert Prep: Excel Microsoft Office Expert (77-728) · Cert Prep: Excel Microsoft Office Specialist (77-727) · Master Excel · Excel Power Query Get Transform · Excel: Advanced Formulas and Functions · Excel: Advanced Formatting Techniques · Excel: Managing and Analyzing Data · Excel: Pivot Tables in Depth · Creating Interactive Dashboards in Excel · Excel Business Intelligence: Power Query · Excel Business Intelligence: Data Modeling 101 · Excel Business Intelligence: Power Pivot and DAX Past projects include: Automation: I have programmed Access and Excel applications and automated many processes: - Pulling Nielsen NITRO data through Excel can take a long time; open files, refresh data, save, close, repeat. I wrote a VBA macro for running entire directories - push 1 button, and you can literally walk away - dozens (or even hundreds) of reports update to the latest data with no intervention. - I wrote a UPC utility in VBA for adding/stripping UPC digits that is in use over a decade later at a $37B drug company - One morning, I was given the task of comparing 12 sets of sheets from 2 separate sources, the person that used to do it took 3 days spot-checking the files, by hand. Before lunch, I had written, tested, and debugged VBA code that compares any 2 Excel sheets and had compared every single cell, on all 12 sets, for any differences - color-coded by how large the variance. Models/Analysis: I have created dozens of financial models in Excel, examples include: - The full P&L forecasting model that has been used by Star-Kist since 2008 ($900M+ in sales) - 152 Sheets, 3.7M formulas, Calculates in 15 seconds - Building from bottom-up and allocating OH costs down to the SKU and Channel for every P&L line item. - Fish cost forecasting model that takes projected fish costs and forecasts amortization down to finished goods SKU level by month. - Build/Burn analysis model that takes all products shipped vs Nielsen and retailer POS to project inventory movement by customer. - Weekly retail (POS) consumption application and analytical tools that consolidated Nielsen Data, Wal-mart (when Wal-mart was not reporting into Nielsen) Club, C-Store, Dollar store, etc, and gave a 98%+ complete view of all consumption. Formatting Charts and Data: I have created scorecards and dashboards that not only look nice but convey important information in the most understandable way. For example, New Item Scorecards that are color-coordinated with the products - Blue Themed for Wild Planet Tuna, Green/Black themed for Wild Selections Tuna, so users can quickly find the correct report in a stack of dozens of reports and each chart in the report is displayed in the best format for that data. Optimizing: I also optimize Excel files for speed and size and have taken files in the 5MB range and reduced to 0.5MB range with no loss of data or functionality, and have optimized files that take over 5 minutes to calculate and reduced that to under 1 second with no loss of data or functionality. I use proprietary software to test calculation speeds (formulas and VBA) to make sure your workbooks run as fast as possible.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Analysis
    Automation
    Spreadsheet Software
    Business Consulting
    Dashboard
    Macro Programming
    Visual Basic for Applications
    Microsoft Excel
    Spreadsheet Automation
    KPI Metric Development
    Analytics
    Financial Modeling
    Business Analysis
    Financial Reporting
  • $50 hourly

    • 4.9/5
    • (19 jobs)
    I'm a professional data scientist and full-stack developer with a strong orientation in quantitative finance. I've created, backtested, and implemented trading algorithms both for myself and for multiple clients. Being an economist with an MSc in Quantitative Finance, in addition to having strong python, database, and overall data science skills make me a strong candidate for developing robust systems. Having had experience in developing WebApps, I also have vast experience in scraping alternative data. Working full-time as an algo developer keeps me updated on the most recent trends, both in the academic and the applied sectors.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Analysis
    Machine Learning
    Bot Development
    Python Pandas
    Data Extraction
    HTML
    Data Scraping
    Quantitative Finance
    API
    Data Science
    PostgreSQL
    SQL
    Django
    Python
  • $175 hourly

    • 4.8/5
    • (104 jobs)
    I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Tax Strategy
    Tax Code
    Xero
    Intuit QuickBooks
    Income Statement
    GAAP
    Accounting
    Bookkeeping
    Tax Return
    Tax Planning & Advisory
  • $35 hourly

    • 5.0/5
    • (11 jobs)
    I have more than 10 years of experience in finance, accounting and market analysis fields. Usually, these activities were combined with manager assistant’s duties. As result, I have the following skills: In accounting (accounting records according to IFRS and tax accounting standards); In finance: - Financial planning (development of financial models for projects; budgeting for companies); - Management accounting (implementation and monthly reports). - Financial analysis (NPV, Payback period; Profitability ratios; Break-even point, IRR, Discounted Payback period calculation). As administrative assistant: - Documents processing (drafts of agreements preparations, writing procedures, data entry); - Preparation of presentations in PowerPoint/ Keynote); - Email Communication; - Payments control; - Social media management ( Facebook, YouTube, Instagram); - Content management. Work with Wordpress and Tilda sites. As investment and marketing analyst: - Market analysis ( market size; competitors; partners determination; other marketing researches); - Project analysis (reachability of financial indicators, market share, etc.) If my knowledge and skills are useful for you I will be happy to help you.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Plan
    Accounting
    Financial Modeling
    Financial Reporting
    Forecasting
    Management Accounting
    Project Analysis
    Cash Flow Analysis
    Microsoft Excel
  • $90 hourly

    • 5.0/5
    • (131 jobs)
    Howdy! I am a seasoned commercial real estate advisor specializing in contract creation/negotiation and investment analysis that also loves helping businesses grow and develop new strategies from a high-level technical standpoint, whether it's product development or financial strategy. I'm looking forward to hearing what your goals are and assisting you in your project. —$1B+ in real estate asset underwriting and due diligence —Real estate tech co founder x2 (data science and valuation) —10 years in real estate development, management, legal & financial advisory —7 years web product development and deployment —4 years blockchain governance and innovation
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate Appraisal
    Contract Drafting
    Real Estate Law
    Contract Law
    Commercial Lease
    Financial Projection
    Real Estate Financial Modeling
    Blockchain
    Startup Consulting
    Financial Modeling
    Cardano
    Real Estate Investment Assistance
    Legal Agreement
    Real Estate
  • $30 hourly

    • 4.7/5
    • (28 jobs)
    Helping small - medium business owners with their Accounting, Business Process Integrations Management, Bookkeeping, Multicurrency Questions, Financial Reporting & Compliance. Message me for free 10 min consultation. Services: (not limited to the list) •Monthly / Bi-weekly Bookkeeping •Accounting Prep / Financial Reporting •Fractional CFO / Management •Accounting System Set Up •Amazon / Shopify etc. integration setup with QuickBooks and Xero •Statutory Compliance / Audits •Consultations •Multicurrency Reporting •Strategy
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Accounts Receivable Management
    Inventory Management
    Project Management
    Financial Modeling
    CPA
    Financial Reporting
    Fraud Analysis
    Accounts Payable Management
    Xero
    Accounts Payable
    Tax Preparation
    Bookkeeping
    Financial Audit
    Intuit QuickBooks
  • $125 hourly

    • 5.0/5
    • (19 jobs)
    Helping Businesses with ✨𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟✨ Reporting, Organization, & Marketing | KPI Wizard 🧙‍♂️ | Crypto Based? No Problem! | Reports, Modeling, and Structure that will change your business 📈 -> Message Me
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Accounting
    Financial Reporting
    Managerial Finance
    Corporate Finance
    SQL
    Microsoft SQL Server Programming
    Financial Modeling
    English
    Microsoft Excel
  • $25 hourly

    • 5.0/5
    • (61 jobs)
    ✅5000+ hours on Upwork ✅100% Job Success Score 🌟5 star reviews from majority of clients 🚀 4+ years Experience as a Data Analyst and Visualization Expert Hi, My name is Jahan Zaib Zafar, an Aspiring Data Enthusiast learning new technologies and methods to extract data driven insights and visualizing those in Power BI and Tableau. I develop dashboards and reports to provide data analysis, automate reports, gather data from exterior sources, and specialize in building Business Intelligence dashboards that prioritize the businesses' strategic objectives. I have a deep knowledge of securing data using different technologies like DAX, Power Query, Power Pivot, Advanced Excel. Programming Languages and tools I have extensive experience in include: 🔹Python(including Django and Flask) 🔹SQL/NoSQL 🔹AWS 🔹Google Big Query 🔹DBT 🔹Excel VBA I have built multiple customized Power BI dashboards from varied niches including sales, Productivity measures, Stocks analysis and etc. Delivered 100% assigned tasks within the agreed budget. If you have any questions, then please don't hesitate to inbox me!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    AWS Lambda
    TypeScript
    Automation
    API
    Flask
    Django
    Data Warehousing
    ETL
    MySQL
    Business Intelligence
    Tableau
    Data Analysis
    Python
    Microsoft Power BI
    SQL
  • $30 hourly

    • 5.0/5
    • (8 jobs)
    Excel - Power Query - PowerPivot - Financial Modeling - Financial Dashboards A mechanical power engineering bachelor who shifted to data analysis in December 2020.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Power Query
    Financial Modeling
    Microsoft Power BI
    Data Visualization
    Web Scraper
    Python Pandas
    Seaborn
    Google Sheets
    SQL
    Matplotlib
    Data Analysis
    Excel VBA
    Microsoft Excel
  • $95 hourly

    • 5.0/5
    • (143 jobs)
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales with over 58,000 units during 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications including construction loans, tax exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate
    Construction
    Real Estate
    Financial Presentation
    Valuation
    Real Estate & Construction
    Real Estate Acquisition
    Microsoft Word
    Microsoft Excel
  • $18 hourly

    • 4.7/5
    • (57 jobs)
    Hi! I'm Jethruel Edolsa, 28 years old, male and currently residing in Philippines. Currently, I am a full-time freelancer, open to working on corporate finance, research or data analysis projects. My main work is for a US-based financial information services startup as their M&A Transactions Database Manager. This M&A database is new to their company as they decided to expand their product offerings and I am helping in starting this new initiative, including the software to use, data structure, data collection process, checking, hiring and training. On a per project basis, I work as analyst for various M&A advisory firms and VC firms from USA, Europe and Australia. Responsibilities include: 1. Information Memorandum / Pitch Deck 2. Financial Modelling and Valuation 3. Company and Industry Research 4. Financial and performance analysis 5. M&A research, precedent transactions analysis, public comps analysis 6. Lead generation / database maintenance 7. Other types of research as assigned by client I have also worked remotely for a New Zealand-based company as a Sales Analyst for 6 months, using MS Excel to create templates for data analysis and reporting. Prior to freelancing, I worked for over 5 years on analyst roles in corporate setting. I was a Market Research Analyst for a local venture capital firm, Future Now Ventures. I also had a brief experience as a Business Analyst for RingCentral and lastly I was an M&A Analyst for EMIS where I tracked and covered all deals in India. As a hobby, I trade in our local stock market and forex market. Looking forward to working with awesome clients! :)
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Presentations
    Mergers & Acquisitions
    Forex Trading
    Venture Capital Consulting
    Market Research
    Equity Research
    Microsoft Excel
    Data Analysis
  • $25 hourly

    • 4.6/5
    • (78 jobs)
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Business Writing
    Business Plan
    Wave Accounting
    Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • $160 hourly

    • 5.0/5
    • (138 jobs)
    My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    VLOOKUP
    CPA
    Bookkeeping
    Data Analysis
    Microsoft PowerPoint
    Tableau
    Microsoft Excel
    Data Visualization
    Google Sheets
    Intuit QuickBooks
  • $75 hourly

    • 5.0/5
    • (69 jobs)
    As a licensed CPA actively working in public accounting, I have a wide variety of exposure to different accounting topics. With years of QuickBooks experience and expertise drafting GAAP-compliant financial statements, I'm your go-to CPA for all things business, accounting, and tax. Not sure on the extent of service you need? Reach out today to chat. Let's get to business!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Bookkeeping
    Accounting Basics
    CPA
    Data Entry
    Accounting
    Intuit QuickBooks
    Financial Accounting
    Income Statement
    Payroll Accounting
    Microsoft Excel
    Balance Sheet
    Bank Reconciliation
    Account Reconciliation
  • $60 hourly

    • 4.9/5
    • (58 jobs)
    ✅ Ranked as a "Top Rated" freelancer on Upwork" ✅ Appearing the second freelancer when browsing for a trading mentor on Upwork. ✅ Acquiring the "100% job success" badge. 🗣 I am a full-time trader that uses price action technique to spot profitable opportunities in Crypto & FX markets. ------------------------------------------------------------------------------------------ Currently, I am a technical analyst for several financial institutions where I provide daily analysis of the financial assets. ------------------------------------------------------------------------------------------ In addition, I have the patience, knowledge, and passion to coach and mentoring people who are interested in day trading. I have established recently my own academy that is called "CollegeofPips" where we help traders to become consistently profitable. 📢 ------------------------------------------------------------------------------------------- As a technical analyst/Mentor, I can help you with following jobs: 🎯 Provide Trading Ideas on Crypto & FX assets. 🎯 Mentoring and coaching beginners and advanced traders. 🎯 Hosting live trading webinars. 🎯 Writing financial articles. 🎯 Creating educational videos related to trading. ------------------------------------------------------------------------------------------- Below are some of the platforms that I am familiar with: 👉 Tradingview 👉 Metatrader 4/5 👉 Discord 👉 Telegram Contact me if my profile suits what you are looking for, Kind Regards Joe
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Market Analysis
    Financial Risk
    Finance
    Financial Services
    Technical Analysis
    Forex Trading
    Bitcoin
    Business Coaching
    Cryptocurrency
  • $10 hourly

    • 5.0/5
    • (9 jobs)
    As a top-rated freelance financial content writer with expertise in stocks and financial writing, I specialize in crafting engaging and informative content that resonates with your audience. With years of experience in the industry, I have honed my skills to deliver high-quality content that meets your specific needs. Whether you need compelling financial, business, and investment articles that educate your readers on the latest trends in the stock market or informative blog posts that showcase your brand's unique value proposition, I have the expertise to deliver results. My writing style is versatile and adaptable, allowing me to write on a wide range of topics beyond finance and stocks, including lifestyle, health, technology, and more. I take pride in my ability to conduct in-depth research and write content that is not only informative but also entertaining and engaging. As a top-rated freelancer on Upwork, I understand the importance of delivering exceptional work that exceeds my client's expectations. I am committed to providing a seamless experience from start to finish, ensuring that my clients are satisfied with every aspect of my service. If you're looking for an expert finance writer who can help you stand out in a crowded marketplace, look no further. I'm confident that I have the skills and experience to help you achieve your content marketing goals. Let's work together to take your business to the next level!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Article Writing
    Blog Content
    AI Content Editing
    AI Content Writing
    Content Rewriting
    Content Research
    Content Editing
    Surfer SEO
    On-Page SEO
    SEO Keyword Research
    SEO Writing
    Content Writing
    Financial Analysis & Valuation
    Financial Writing
  • $65 hourly

    • 5.0/5
    • (15 jobs)
    Hello! I'm a trilingual (English 🇬🇧, Spanish 🇪🇸, Portuguese 🇵🇹) expert in restaurant consulting with a specialized degree in Food Industry Management. I marry academic excellence with hands-on experience to boost your business 🚀. My offerings: Strategic Management & Business Analysis 🎯: I craft custom strategies to steer your business towards success. Delivery App Optimization 📲: I enhance your visibility and profitability on popular platforms. Operations Advisory 📋: I streamline operations for efficiency in both back and front of house. Menu Engineering 🍽: I remodel your inventory for cost-effectiveness and customer delight. IT Consulting 💻: I advise on tech integrations for a competitive edge. Tech Implementation 🧩: I roll out and manage tech solutions to boost your efficiency. Financial Analysis 💰: I perform comprehensive financial forecasts for sustainability. With proficiency in ERP systems like Toast, 7shifts, Popmenu, Foodager, UberEats Manager, DoorDash Manager, GrubHub Manager, and project management tools like Asana and Notion, I bring a tech-centric approach to consulting 🔧. I've served a diverse range of clientele from full-service restaurants 🏪, limited-service venues 🍔, hotels 🏨, food trucks 🚚 to ghost kitchens 👻. Seeking to refine your delivery strategy, tech implementation, or operations? Let's collaborate to formulate your winning strategy! 🤝
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Restaurant
    ERP Software
    IT Chef Restaurant Manager
    Business Operations
    Market Analysis
    Business Management
    Business Analysis
    Quantitative Research
    Report
    Strategic Plan
    Consumer Goods
    Food & Beverage
  • $100 hourly

    • 5.0/5
    • (14 jobs)
    I graduated Summa Cum Laude with Institutional Honors with a Bachelor of Business Administration in Accounting degree. I have 7 years of experience at a public accounting firm and hold an active Certified Public Accountant (CPA) License. I also have 3 years of experience as a Controller at a large nonprofit organization. Public accounting experience: Assurance manager with experience performing, supervising, and reviewing audit, review, compilation, agreed upon procedure, Single Audit compliance, and employee benefit plan engagements within the nonprofit, healthcare, and manufacturing industries. I also have experience working with clients of varying sizes on projects including: - Compiling Financial Statements - Assisting with account reconciliations, posting journal entries, data entry, and managing covenant calculations - Maintaining fixed asset records - Designing and implementing internal controls - Creating useful spreadsheets for data analysis Controller experience: - Performing account reconciliations - Completing close process each month - Producing monthly reports: Balance Sheet, P&L, budget to actual analysis - Posting, reviewing, and approving journal entries - Reviewing and authorizing accounts payable transactions - Creating a multi-department annual budget - Developing templates to automate processes - Assisting with processing payroll - Applying for PPP Loan forgiveness - Overseeing annual audit - Compiling annual Financial Statements I have extensive training and experience with Microsoft Office programs, including Excel, Access, Teams, SharePoint, Word, and PowerPoint. I also have experience with many other software applications such as Quickbooks (desktop and online), Sage Intacct, TValue, CaseWare IDEA, CaseWare Working Papers, and ProFx Engagement.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Audit
    Financial Accounting
    Chart of Accounts
    GAAP
    CPA
    Sage Intacct
    Bookkeeping
    Data Analysis
    Financial Reporting
    Accounting
    Intuit QuickBooks
    Data Entry
    Microsoft Excel
  • $50 hourly

    • 5.0/5
    • (5 jobs)
    Everyone has a certain tolerance for risk. From free solo mountain climbers to work-from-home accountants, we all land somewhere on the wide-ranging spectrum. With a bachelor’s degree in finance, a QuickBooks ProAdvisor certification, and an admission to practice before the Internal Revenue Service as an Enrolled Agent, you can probably guess which end I fall on… I love risk! It’s the reason entrepreneurs disrupt established markets, it’s a critical feature of any high-return investment, and, above all, it makes the world a better place. You simply can’t have innovation without risk. But - and this is important - not all risk is equal. As wonderful of a feeling as it is to start your own business doing what you love or to cash in big on a winning stock, that excitement will fade quickly if you don’t have your ducks in a row. Financial disorganization and poor tax planning are the kinds of risks that offer zero reward. This is why I stepped out on my own with my firm, Dubbels Bookkeeping & Tax. No business owner should sacrifice their precious time slogging through the books and no hardworking taxpayer should be deprived of quality service when it comes to their income taxes. In both cases, a solution shouldn’t break the bank. To those looking for a change, I’m offering: Reliable & Timely Bookkeeping: - Monthly financial account reconciliation - Accounts Receivable/Payable: invoice issuance, bill pay, collections, reporting - Payroll, including quarterly tax filings & contractor payments - Financial statement prep & presentation: P/L, Balance Sheet, Cash Flow - Estimated/sales tax calculation & payment - Catch or clean up for any of the above Swift & Precise Tax Preparation: - Individuals: Form 1040, Schedules A, B, D, E - Business owners: Schedule C (1040), Forms 1065, 1120S, 990 - Planning strategies to maximize deductions & avoid unnecessary taxable events
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Account Reconciliation
    Accounting
    Financial Reporting
    Finance & Accounting
    Data Management
    QuickBooks Online
    Financial Statement
    Bookkeeping
    Bank Reconciliation
    Payroll Accounting
    Communication Skills
    Tax Preparation
    Intuit QuickBooks
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How to Hire Top Financial Analysts

How to hire financial analysts

How would you create a formula for business success? That’s basically the question financial analysts the world over attempt to resolve every day by feeding financial data into predictive models to help business owners make better decisions.

So how do you hire financial analysts? What follows are some tips for finding top financial analysts on Upwork.

How to shortlist financial analysis professionals

As you’re browsing available financial analysis consultants, it can be helpful to develop a shortlist of the contractors you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. You want a financial analyst who understands your industry so they can create accurate forecasts and models.
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., creating financial models in Excel).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular financial analyst.

How to write an effective financial analysis job post

With a clear picture of your ideal financial analyst in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

An effective financial analysis job post should include:

  • Scope of work: From financial reports to forecasts, list all the deliverables you’ll need.
  • Project length: Your job post should indicate whether this is a smaller or larger project.
  • Background: If you prefer experience with certain industries, software, or technologies, mention this here.
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to leverage financial data in your business decisions? Log in and post your financial analysis job on Upwork today.

FINANCIAL ANALYSTS FAQ

What is financial analysis?

Financial analysis involves the application of data analytics to the finance world. A financial analyst will look at factors such as market trends, economic health, and business intelligence and generate financial forecasts and reports that help businesses better manage their assets and revenue growth.

Here’s a quick overview of the skills you should look for in financial analysis professionals:

  • Financial analysis, modeling, and forecasting
  • Micro- and macroeconomics
  • Statistics
  • Data analytics tools and technologies (e.g., spreadsheets, linear programming, SQL)

Why hire financial analysts?

The trick to finding top financial analysts is to identify your needs. Do you need someone to track stocks, bonds, equities, and other elements of the financial market to help your business make better investments? Do you need hard technical skills such as machine learning to help you implement a new trading algorithm? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.

How much does it cost to hire a financial analyst?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced financial analyst may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their financial analysis services more competitively.

Which one is right for you will depend on the specifics of your project.

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