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4.8/5
based on 7,997 client reviews
  2. Finance & Accounting Talent
  3. Financial Planners
  4. (Current) Financial Analysts
  • $235 hourly

    • 5.0/5
    • (330 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. 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, TradeStation, and TradingView. I've learned a lot about technical analysis going through the Chartered Market Technician (CMT) program where I've passed all three of the exams on my first try. I'm currently working on becoming a chartered member. 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
  • $25 hourly

    • 4.6/5
    • (82 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
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • $40 hourly

    • 5.0/5
    • (7 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
    Company Valuation
    Cash Flow Analysis
    Google Sheets
    Intuit QuickBooks
    Google Analytics
    Financial Accounting
    Financial Planning
    Financial Modeling
    Data Analysis
    Management Accounting
    Microsoft Excel
  • $500 hourly

    • 4.6/5
    • (16 jobs)
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Financial Management
    CPA
    GAAP
    Internal Control
  • $150 hourly

    • 5.0/5
    • (154 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
  • $20 hourly

    • 4.7/5
    • (23 jobs)
    *Certified Public Accountant, Expert in Accounting Systems such as BizBox, QuickBooks, PeachTree, and Excel Accounting Workbooks *Inventory Management Expert *Business Start-Up Consultant *Accounting and Internal Controls Process Flow Consultant *Financial and Business Analysis Expert *Powerpoint Business Presentation Expert As a Certified Public Accountant, I provide tax computation and advisory. I can also offer all around accounting, bookkeeping, systems designs, internal control set up, audit, streamlining of processing and financial analysis. As Inventory Management Expert, I can design inventory process flow customized to your business needs. I can design forms, templates and inventory reports that will optimized inventory efficiency and minimize inventory holding cost. With the innate nature of the loving challenge, I welcome start-up businesses and troubleshooting tasks that will put my more than 15 years of work experience to good use.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    QuickBooks Online
    Inventory Management
    Cost Accounting
    Financial Accounting
    Business Management
    Corporate Tax
    Business Analysis
    Bookkeeping
    Business Modeling
  • $160 hourly

    • 5.0/5
    • (144 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
  • $20 hourly

    • 5.0/5
    • (28 jobs)
    I am an Accounting graduate with 4+ years of work experience and on my way to become Associate Chartered Accountant (ACA), which is equivalent to Certified Public Accountant (CPA) in UK, from the Institute of Chartered Accountants of Pakistan (ICAP). Currently working as a Financial Analyst in a well reputed firm and looking to expand my professional repertoire by working independently as a freelance accountant. My core competence lies in the wide range of practical skills in accounting world which involves accountancy & bookkeeping, internal auditing, financial reporting, financial statements, account payables & receivables, accounts & bank reconciliation and others. I offer my services on daily, weekly, monthly or according to my client's requirement. I am honest, trustworthy, extremely confidential, flexible, highly driven and result oriented. Striving to give 110% commitment so that we can work out together and develop long term reliable work relation.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Ratio Analysis
    Management Accounting
    Financial Statement
    Accounts Payable Management
    Accounts Receivable Management
    Financial Reporting
    International Financial Reporting Standards
    Cost Accounting
    Intuit QuickBooks
    Bookkeeping
    Data Entry
    Bank Reconciliation
  • $175 hourly

    • 4.8/5
    • (113 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
    Xero
    Intuit QuickBooks
    Income Statement
    GAAP
    Bookkeeping
    Tax Return
    Tax Planning & Advisory
  • $50 hourly

    • 5.0/5
    • (30 jobs)
    Hello, I'm a business-finance bachelor's graduate - I have worked with various clients in different industries - Consulting, Healthcare Group, Law Firm, Real Estate, E-Commerce, Staffing, etc. from the admin to the accounting & finance side. I have the eagerness to learn, I work independently, with excellent communication and analytical skills, creative-working, and time management. Here are some of my previous professional experiences: - M&A analyst; from market, industry research and revenue estimation, sourcing, etc. - Processed 200+ invoices, petty cash, checks, reimbursements, and working with various vendors. - AP/AR accounts reconciliation, unclaimed checks, etc. - Assisted the CA Relief Grant program for the disbursement to the grantees ($1.5b in total). Technical proficiency includes NetSuite, Quickbooks, Sage Intacct, Invoiced, Clio, Freshdesk, Stripe, Concur, Authorize.net, Salesforce, G-Suite, PointClickCare, Microsoft Office, including MS Word, Dynamics, Outlook, Excel, Access, PowerPoint, and Adobe Cloud, Zoom, Asana, Airtable, Slack, DealCloud. Excited to work with you!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    General Ledger
    Journal Entries
    Invoice
    Bill.com Accounts Payable
    Accounting
    Purchase Orders
    Salesforce
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
    Oracle NetSuite
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Invoicing
  • $95 hourly

    • 5.0/5
    • (184 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 a 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
    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
  • $75 hourly

    • 5.0/5
    • (81 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
    Intuit QuickBooks
    Financial Accounting
    Income Statement
    Payroll Accounting
    Microsoft Excel
    Balance Sheet
    Bank Reconciliation
    Account Reconciliation
  • $80 hourly

    • 5.0/5
    • (31 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
    Financial Reporting
    Bookkeeping
    Financial Accounting
    Tax Return
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
  • $200 hourly

    • 5.0/5
    • (69 jobs)
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Acquisitions
    Capital Markets
    Real Estate
    Real Estate Financial Modeling
    Microsoft Excel
    Pro Forma Statement
    Financial Modeling
  • $50 hourly

    • 5.0/5
    • (14 jobs)
    Industrial Engineer with experience in Business Intelligence projects. Clear indicators of analytical capacity, proactivity, and results orientation with a data-driven approach. I have proficiency in Tableau, Qlik Sense, Power BI, Data Studio, BigQuery, MySQL, Python, and R. Willing to learn new technologies and take new challenges. In charge of many BI projects such as building DWH, forecasting models, data cleansing, Data Governance and Web Scraping
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Analysis
    BigQuery
    Data Modeling
    Data Cleaning
    Data Scraping
    LookML
    Data Science
    Optimization Modeling
    Looker
    Data Visualization
    Tableau
    Looker Studio
    SQL
    Qlik Sense
  • $25 hourly

    • 4.9/5
    • (25 jobs)
    Hi, I’m Thandy, an ACCA Chartered Accountant and Financial Analyst. For 5 years, I have helped startups, SMBs, and corporates with business acquisitions, executing roll-ups, sell-side advisory, analyzing real estate investments, and preparing companies for investment. 👉 Take a look at my portfolio and projects to see the work I’m proud to have done for other businesses What I Can Do for You ✅ Mergers & Acquisitions : Deal structuring, valuations, and transaction assessments. Due diligence and negotiation support. Comparable company analysis (peer comps) and precedent transaction analysis. Creation and review of CIMs, IOIs, LOIs, and investment memos ✅ Financial Analysis & Modeling: Leveraged Buyout Models (LBO), Discounted Cash Flow Models (DCF), Real Estate Modeling, Waterfall Models, revenue forecasting, expense analysis, and break-even calculations. Scenario-based modeling and sensitivity analysis. Financial projections and proforma analysis. ✅ Valuations using Discounted Cash Flow (DCF), EBITDA multiples, revenue multiples, market multiples, comparable company analysis (comps), precedent transaction analysis, free cash flow to equity (FCFE), and asset-based methods. I also calculate SDE and Adjusted EBITDA for normalization. ✅ Corporate Development & Strategy : Corporate Development and Acquisition Process, Thesis-driven investment strategies and acquisition roadmaps. Post-acquisition plans with value-creation playbooks. ✅ Pitch Decks & Business Plans: Business visions with clear financial projections, Business Plan Development, Competitor / Target Screening & Profiling, Investor and Private Equity Fund Decks, Board Level Presentations, Market Sizing Analysis, Industry Research Reports ✅ Real Estate: Valuation, and analysis, using CoStar, LoopNet, Real Estate, RealPlus and Streeteasy. Land Marketing, Due diligence, VA, Comps, acquisitions, asset management, financial analysis, investor reporting, and underwriting. Experience in underwriting various property types, including commercial (office, hotel, and retail), Multifamily, industrial, and Self Storage properties. 💡 Tools I work with: Microsoft Office Suite, Bitrix24, ClickUp, Excel, Google Sheets, Xero, QuickBooks, Zoho, Salesforce, HubSpot, Slack, Microsoft Teams, Canva, Prezi, Bloomberg Terminal, FactSet, Google Drive, Dropbox, Dashboards in Excel or Power BI, Axial (personal favourite) I'm really proud and passionate about my work and here’s what past clients have said: "Thandie is extremely brilliant in the M&A sector. She is has a wealth of knowledge in several business sectors and she is a great team member from the start to end of any M&A transaction. She is a self starter and takes initiative to provide insights to help the success of projects" Let’s Work Together, message me anytime to discuss your project. 📬 I’m available round the clock and ready to start when you are.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Market Research
    Investment Banking
    Business Valuation
    Company Valuation
    Pro Forma Statement
    Due Diligence
    Forecasting
    Financial Projection
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Financial Modeling
    Financial Analysis & Valuation
    Chartered Financial Analyst
    Mergers & Acquisitions
  • $35 hourly

    • 5.0/5
    • (12 jobs)
    Benefit driven, results-oriented professional with years of experience in financial markets. Expert in trading equities, options, and crypto for a personal account with an extraordinary proven track record of success offering great analytical skills and ability to manage a high-value portfolio and outperform the market. I provide coaching and mentorship in trading and investing financial assets. My strategies include 1. Long term investment and fundamental analysis in the stock market 2. Short term options trading with high probability of success and high returns 3. Crypto liquidity mining, staking and research 4. Risk Management I am an active member on several investment and trading communities where I constantly provide market insight and asset evaluations.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Stock Option Agreement
    Mathematics
    Investment Strategy
    Microsoft Office
    Autodesk AutoCAD
    SQL
    Cryptocurrency
    Physics
    Financial Management
    Investment Research
    HVAC System Design
    Mechanical Engineering
    MATLAB
    R
    Tableau
  • $75 hourly

    • 5.0/5
    • (22 jobs)
    I worked as an investment analyst and real estate broker where my focus was on sourcing, underwriting, and brokering commercial real estate deals. I enjoy making complex financial information accessible. My recent experience includes: • Developed investment thesis and the business plan for acquiring multi-family assets in the Southeast region • Conducted economic research to select markets and sites for acquisitions • Created proforma acquisition models in Excel • Closed on 2.4m acquisition in December of 2020 • Proforma financial modeling for 2 Build-to-Rent (BTR) developments
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Industry Knowledge
    Market Analysis
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Investment Research
    Real Estate
    Microsoft Excel
    Financial Modeling
  • $135 hourly

    • 5.0/5
    • (66 jobs)
    I help food businesses leverage data to become more strategic, efficient, and profitable. After graduating from Georgetown University, I led analysis for Sweetgreen, generating insights and building tools that produced financial results and operational efficiencies, enabling the business to grow 6x during my 5-year tenure. Since 2018, I have impacted over 75 food businesses as a consultant, providing strategic and analytical services to optimize their menu offerings and grow their bottom line. My skills include: - Menu Strategy (Food Costing, Pricing Strategy, Menu Engineering) - Business Analysis (Custom Dashboards, Cost & Sales Analysis, Financial Forecasting) - Business Strategy (Market Research, Business Planning, Sourcing & Procurement) - Operational Systems Development (Inventory Management, Supply Chain Forecasting, Prep Production) Organizations I have worked with include: - Small to Medium-Sized Restaurant Groups - Quick Service and Full Service Restaurants - CPG Brands - Food Trucks - Bakeries and Cafes - Grocery Markets - Caterers - Food Industry Technology Companies Programs I have worked with include: - Spreadsheets (Microsoft Excel, Google Sheets) - Accounting & Restaurant Software (Compeat, MarginEdge, Quickbooks, Wave, Bill.com) - POS Systems (Micros, PCAmerica, Lightspeed) - Cloud Storage (Google Drive, Dropbox, Box) See more at lianesullivan.com and contact me to schedule an introductory call.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Analysis
    Business Plan
    Cost Analysis
    Pricing Strategy Consulting
    Sourcing
    Operating Systems Development
    Retail Sales Management
    Food & Beverage
    Microsoft Excel
    Competitive Analysis
    Data Analysis
  • $25 hourly

    • 5.0/5
    • (7 jobs)
    Let me tell you why your search stops here - WITH ME! Here are a few kind of stuff I have rich experience on that will surely make your campaign/project solved efficiently, effectively - and successfully: - Experienced in Underwriting Deals for Real Estate Companies in the US - Familiar with real estate platforms such as RedIQ, Axio Metrics, Rentometer, VAL, Yardi Matrix, CoStar - Proficient in Microsoft Excel - Ability to enter heavy loads of data into spreadsheets with 100% accuracy rate - With great attention to details - Can look into a problem as an opportunity to grow Message me, Let's talk ;-)
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Plan
    Financial Modeling
    Triple Net Lease Agreement
    Cash Flow Analysis
    Underwriting
    Financial Report
    Chartered Financial Analyst
    Real Estate Financial Modeling
    Real Estate Appraisal
    Yardi Software
    Real Estate Investment Assistance
    Real Estate
    Microsoft Excel
  • $75 hourly

    • 4.9/5
    • (20 jobs)
    Experienced Real Estate Financial Analyst Specializing in Development. Highly Skilled at Microsoft Excel Financial Modeling. Costar Access Capital Markets Advisor
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Real Estate Acquisition
    Real Estate Financial Modeling
    Finance
    Real Estate Financial Model
    Real Estate Investment Assistance
    Real Estate
  • $25 hourly

    • 4.7/5
    • (8 jobs)
    🥇 Senior Data Analyst and Engineer with more than 6 years of experience 🤵 Expertise on complex data treatment and pixel-perfect reports development 🛠️Data Visualization Tools: Power BI, Tableau, Looker Studio 💻 Database Management: SQL, MySQL, Mongo DB, SSMS 💻 SQL expert: scripting, views creation, stored procedures, etc. 🛠️ Cloud Service Environments: Google BigQuery, Azure, Snowflake, AWS I am able to recognize and understand business needs in order to recommend optimal solutions through automation, data quality and efficiency. Therefore, I am an expert in the following technologies and skills: ☑ Power BI Reports (Development & Maintenance) ● Getting Data from any source: SQL, NoSQL, CRM, ERP, API, Excel/CSV files, and other platforms. ● Using PowerQuery, Dataflows, centralized Datasets and Python scripting for cleaning and transformation. ● DAX Measures to be represented in different visuals. ● Dynamicity in reports: Filtering, slicing, and other complex functionalities. ☑ Power BI Admin Portal Management ●Dimensioning and analysis of Licenses (Pro, Premium per User, Premium per Capacity), ● Embedded License analysis and dimensioning. ● User and Workspace management: roles, permissions, etc. ● Email subscription, alerts when thresholds have been surpassed. ● Power BI API : automation of complex tasks and analysis of performance (identify datasets that take longer to update, add users automatically to any workspace, etc). ☑ Tableau Reports (Development & Maintenance) ● Connecting to Diverse Data Sources: Proficient in connecting Tableau to various sources (SQL, NoSQL, CRM, ERP, APIs, Excel/CSV) for data extraction. ● Data Prep: Using Tableau tools to clean, transform, and structure data effectively for reporting. ● Advanced Analysis: Creating complex calculations and measures for detailed data analysis (table calculations, and level of detail (LOD) expressions). ● Interactive Dashboards: Developing engaging dashboards with filters, controls, and dynamic features (filter options, parameter controls). ● Storytelling: Craft compelling data-driven stories using Tableau to communicate insights effectively to stakeholders. ☑ Tableau Server Administration ● Server Deployment: Skilled in deploying Tableau Server on-premises or in the cloud, ensuring scalability and high availability. ● User Management: Managing user accounts, groups, and permissions to secure Tableau resource access. ● Performance Enhancement: Monitoring server performance, identifying and optimizing for faster loading. ● Scheduled Refresh: Configure and schedule data source refreshes to keep dashboards up to date. ● Troubleshooting: Efficiently diagnosing and resolving Tableau Server issues to minimize downtime. ☑ Looker Reports (Development & Maintenance) ● Data Modeling: Design and implement data models within Looker, creating a semantic layer for easy and consistent data exploration. ● LookML Development: Proficient in LookML to create reusable data definitions, explore data, and build custom dashboards. ● Custom Visualizations: Design and build custom visualizations using Looker's advanced charting capabilities. ● Embedding Looker: Integrate Looker into web applications or portals for seamless data access and visualization. ● Data-Driven Insights: Utilize Looker's exploration features to uncover valuable insights from data and share them through reports and dashboards. ☑ Looker Instance Administration ● Instance Setup: Configure and set up Looker instances, ensuring optimal performance and security. User Access Control: Manage user access, roles, and permissions within Looker to maintain data security and privacy. ● API Integration: Leverage Looker's API for automation, data extraction, and integration with other tools and platforms. ● Maintenance and Support: Perform routine maintenance tasks, handle upgrades, and provide ongoing support to ensure the smooth operation of Looker instances. Please feel free to contact me for an estimate of your project or any other inquiries. Thank you for your time!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Data Analytics
    Google Sheets
    Business Intelligence
    Data Visualization
    Data Analytics & Visualization Software
    Big Data
    BigQuery
    Python
    SQL
    Looker Studio
    Tableau
    Microsoft Power BI
  • $150 hourly

    • 4.9/5
    • (129 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
    TradeStation
    EasyLanguage
    Object-Oriented Design
    Statistical Analysis
    Six Sigma
  • $100 hourly

    • 5.0/5
    • (64 jobs)
    I am a full-time freelancer and I love to help clients make data-driven decisions for their businesses. I previously worked in management consulting and have an an MBA in finance and an MS in data analytics. My strengths are in financial analysis, financial modeling & forecasting, other Excel or Google Sheets-based reporting/forecasting and modeling, and data visualization in Power BI, Google Data Studio, Tableau, or Excel/Google Sheets. If you have ever thought something like the following, I'd love to help you! "I wish I knew which products I should invest in and which ones I should cut" "I wish this data set could tell me _________" "I wish I had a better understanding of my cash outlook" "I wish I had a better BI dashboard to share with my team" "I wish this Excel model made me cry less" As a consultant I know the importance of being highly dedicated to client satisfaction, as you can see from my currently perfect 5.0 star review average and 100% Job Success Rate!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft PowerPoint
    Accounting Principles & Practices
    Microsoft Power BI Development
    Financial Modeling
    Data Analysis
    Relational Database
    Microsoft Power BI Data Visualization
    Data Visualization
    R
    Microsoft Excel
    Google Sheets
    Microsoft Power BI
    Looker Studio
  • $175 hourly

    • 4.8/5
    • (29 jobs)
    With over 15 years of experience both on Wall Street and in Corporate Finance, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate work into easily digestible conclusions. Understanding what creates value and how to grow a profitable business allows me to help clients reach higher potential. I'm here to help you with all your finance needs to guide, scale, monitor, strengthen, and present your business. I have experiences ranging from serving as a fractional CFO for pre-revenue startups to assisting in financial strategy and reporting for multibillion dollar global businesses as well as advising management teams, board of directors, and investors on investment, M&A, fund raising, and valuation work. I have utilized these skills to help found two start-ups and now work as a financial consultant. My professional career and success has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Business Strategy • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow management, modeling, and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Business valuation • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Company, industry, and market research • Excel file and data cleanup, analysis, and visualization
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Analysis & Valuation
    Cash Flow Analysis
    Cash Flow Modeling
    Strategic Planning
    Budget Planning
    Microsoft Excel
    Company Valuation
    Financial Projection
    Financial Modeling
    Operations Analytics
    Forecasting
    KPI Metric Development
    Investment Research
  • $36 hourly

    • 5.0/5
    • (9 jobs)
    Excel - Power Query - PowerPivot - Start Up Financial Modeling - 3 statement modeling - Revenue Building - Creating dashboards and reporting - Client Communication A mechanical power engineering bachelor who shifted to data analysis in December 2020. Then I started my financial analysis career on March 2022.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Power Query
    Financial Modeling
    Microsoft Power BI
    Google Sheets
    Data Visualization
    SQL
    Matplotlib
    Data Analysis
    Seaborn
    Microsoft Excel
  • $120 hourly

    • 4.8/5
    • (33 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, e-commece, 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 Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
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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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Financial Analyst Hiring Resources

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