Hire the best Financial Analysts in Alberta
Check out Financial Analysts in Alberta with the skills you need for your next job.
- $125 hourly
- 4.9/5
- (86 jobs)
I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!Financial Analysis
Growth StrategyMergers & AcquisitionsPresentation DesignStrategyVenture CapitalFundraisingStartup ConsultingBusiness PlanInvestor OverviewInvestment BankingManagement ConsultingFinancial ModelingVenture Capital ConsultingPresentations - $40 hourly
- 5.0/5
- (40 jobs)
Are you looking for a seasoned financial modeling and business valuation expert? If yes, then you have come to the right place. I am a Chartered Accountant (CPA) with Big 4 experience and over 7 years of industry experience in financial modeling and analysis. I am also among the top-ranking financial modeling freelancers on Upwork, with a Job Success Score of 100%. I am an Excel expert as well. I can help you with: 💡 Financial Modeling: I can create robust and dynamic financial models for business valuation, financial statements, projections, forecasting, and investor decks. I have built financial models for startups and established companies across various industries such as SaaS, eCommerce, hospitality, farming, health care, eLearning, real estate, fintech, beauty, mining, manufacturing, food, retail, IT, and others. Types of Financial Modeling I've built include: 💡 Financial Modeling for Startups (SaaS, e-commerce, web3, retail sectors). 💡 Sales Forecasting financial modeling for Inventory management. 💡 Budgeting financial modeling. 💡 Real-estate financial Modeling. 💡 3-statement (P&L, balance sheet, and cash flow) financial modeling. 💡 Equity waterfalls (GP/LP, promotes, splits) and debt structures (senior and mezzanine debt). 💡 Merger and LBO financial modeling. 📝 Business Plan and Investor Deck: I can create a comprehensive and customized business plan and investor deck for your startup or existing business. I can conduct market research, competitor analysis, SWOT analysis, and risk assessment. I can also craft a compelling executive summary, mission statement, value proposition, and marketing strategy for business plan and investor deck. 💰 Financial Analysis: I can analyze and present financial data using advanced Excel skills, such as Power Query, V-lookups, and pivot tables. I can also create Excel automation and dashboards to help you monitor and improve your business performance. 👨💼 Virtual CFO Services: I can provide you with strategic guidance and advice on how to achieve your financial goals and grow your business. I can also offer business intelligence reporting, outsourced finance department, and offshore accounting services. If you believe my skills are a good match for your project or need further information about my capabilities, please don't hesitate to contact me.Financial Analysis
Business Proposal WritingBusiness WritingInvestment ResearchBusiness AnalysisBusiness PlanStartup ConsultingBusiness ProposalFinancial ModelingBusiness ValuationFinancial ProjectionMicrosoft Excel - $50 hourly
- 5.0/5
- (19 jobs)
I am a Financial Analyst backed by a CFA charter and an MBA in Accounting and Finance, currently managing an international bonds portfolio for a commercial bank. Being an expert in Financial Modelling and Excel Dashboard creation, my skills include: • Financial Forecasting and Modeling • Company Valuations • Data Visualization • Excel Interactive Charts, Graphs, and Dashboards • Financial Analysis • Pro Forma Statements • Excel VBA • Excel Dynamic Templates • Excel TemplatesFinancial Analysis
Investment BankingCost AccountingSaaSFinancial ModelingShareholder RelationshipCompany ValuationInvestment StrategyJob CostingPresentations - $60 hourly
- 5.0/5
- (12 jobs)
I am a Chartered Professional Accountant (CMA, CPA Canada) providing accounting and bookkeeping services for entrepreneurs with growing businesses. With 15 years of bookkeeping and financial statement preparation experience in a variety of industries, you can be confident that I have the relevant skills to manage your bookeeping needs so that you can focus on achieving your business goals. As a both Certified QuickBooks Online ProAdvisor and Xero partner, I am experienced with all aspects of setting up the books including creating a chart of accounts; as well as managing day-to-day and quarterly transactions such as AR/AP, journal entries, reconciling bank and credit card transactions, and preparing Canadian GST HST returns. I enjoy the challenge of cleaning up books, and identifying procedures that will increase efficiency and ensure accurate financial reporting that will help you make informed decisions in your business. I am available to assist immediately with project work and/or ongoing monthly tasks and reporting. I am professional, efficient, and detail-oriented. I am eager to learn more about your business and provide you with great client service.Financial Analysis
Academic WritingWritingBusiness WritingAccounts Receivable ManagementGoods & Services TaxCorporate TaxSales TaxXeroAccounts Payable ManagementData AnalysisTax AccountingTax PreparationIntuit QuickBooksBookkeepingCash Flow AnalysisBank ReconciliationAccount Reconciliation - $75 hourly
- 5.0/5
- (38 jobs)
✅ Are you looking for a⭐POWER BI DEVLOPER⭐MICROSOFT EXCEL VBA DEVELOPER ⭐DATA ANALYST ⭐ POWER APPS DEVELOPER ⭐ BUSINESS INTELLIGENCE ANALYST ⭐ INTERACTIVE DASHBOARD/REPORT BUILDER ⭐SPREADSHEET BUILDER? then look no further :). I am a Power BI and Microsoft Excel Expert with over a decade of experience working as a Data/Business Intelligence Analyst. I currently work as a Data Visualization Advisor for a top Oil and Gas company in Canada. Here are some of my specializations: ✅Create Dashboards with Excel and also using Power BI, Excel, and Tableau ✅Develop fully operational Power Apps ✅Working with Dataverse ✅ Work with Data Analysis Expressions (DAX) on Power BI ✅ Create complicated/nested Microsoft Excel Formulas or Functions ✅ Automate Microsoft Excel Tasks using VBA ✅ Log in to Microsoft Excel using Username and Password ✅ Create Simple to Complex Excel Formulas / Functions ✅ Small to Big Data Analysis (using Power Query, Power Pivot, Pivot Tables, etc.) ✅ Create Professional Dashboard reports (Charts, Graphs, Gauges, Thermometer Charts, etc.) ✅ Create a Dynamic Gantt Chart using Microsoft Excel (Small to Large project schedules) ✅ Create Pivot Tables / Pivot Charts ✅ What-if Analysis ✅ Model Development ✅ Variance Analysis ✅ Data Forecast ✅ Data Validation ✅ Mail Merge ✅ Data Manipulation What you get (Value added services): ✅ Excellent output/results ✅ Impeccable customer service ✅ Follow up / Follow on servicesFinancial Analysis
Microsoft Power BIGoogle SheetsSales AnalyticsMicrosoft ExcelMicrosoft WordReportGoogle DocsAutomationMicrosoft ProjectDashboardMacro ProgrammingSpreadsheet Software - $70 hourly
- 4.9/5
- (50 jobs)
An astute accountant with more than five years of successful experience in general accounting, project accounting, accounts payable, and receivable; passionate about implementing innovative accounting practices and procedures to improve efficiency. Possessed strong analytic and problem-solving skills and excellent knowledge of IFRS and their applications to financial statements. Key Skills Include: •Financial Statement Preparation: Executed full cycle accounting functions and ensured accuracy of financial reports and Knowledge of IFRS. •Information Technology: Intermediate to Advanced proficiency with Simply Accounting, Quick Books, MS Excel, and outlook. •Multi task ability: Demonstrated an ability to multitask in a fast-paced environment and hit deadlines. •Customer Services: Ability to proactively solve difficult customer situations by using practical communication skills.Financial Analysis
Tax LawAccounting BasicsGoods & Services TaxSales TaxXeroWave AccountingBookkeepingFinancial StatementMicrosoft OfficeCorporate TaxIntuit QuickBooksTax ReturnBank ReconciliationTax Preparation - $40 hourly
- 5.0/5
- (5 jobs)
o Project Management Professional (PMP) o Certified Energy Manager (CEM) o Certified Measurement and Verification Professional (CMVP) o HayStack SkySpark Developer and Consultant o Process-driven energy consultant with 10 years of experience in the energy efficiency and sustainability domain, managing decarbonization projects, conducting energy audits, energy and emissions analysis & consulting and supporting lean six sigma projects o Manufacturing experience in leading lean projects resulting in process optimization, enhanced business operations, and annual monetary savings Specialties: Sustainable Consulting, Energy assessment, eQuest Energy Modeling, Energy efficiency, Carbon Emissions, Business process improvement, Lean manufacturing, Advanced Excel, PythonFinancial Analysis
Financial ModelingMicrosoft ExcelData Science ConsultationSustainable EnergyMechanical EngineeringData ModelingeQUESTProcess ImprovementProject ManagementEnergy EngineeringEngineering ManagementMachine LearningData AnalysisPython - $35 hourly
- 5.0/5
- (2 jobs)
I write professional business plans and pitch decks that are investor-ready, in a format that they find engaging. I am also a qualified accountant with over 7 years experience, so I know exactly what works and what doesn't when it comes to the content of a good business plan. The services that I provide include: 1) I write bespoke, professional business plans for clients all over the world and use a tailored format which works equally well whether you are raising loan finance or seeking equity investment. 2) I prepare professional business plan pitch decks in a format that I know investors want to see. This comes from my experiences in working with a number of wealthy investors all over the world 3) Year end accounting services If you are in need of a professional business plan, financial accounting or financial modelling please send me a message and we can discuss how I can help you.Financial Analysis
Market ResearchExecutive SummaryBusiness Planning & StrategyBusiness PlanPresentations - $25 hourly
- 5.0/5
- (7 jobs)
Certified Business Finance Analyst with more than six years of experience working with corporates and startups. Helps the companies to set up meaningful interactive dashboards with the provided data to help them to have a data-backed decision-making process. I will help in creating automated or dynamic reports which will benefit you as a client to focus more on the core activities. - Skills: Data Analysis, Financial Planning and Analysis, Business Finance, Business Intelligence. - Holds post-graduation degree in Master of Business Administration. - Proficient in Advanced Microsoft Excel, Google Sheets, and PowerPoint. - Experienced in MySQL, Python, Tableau, and Power BI. - Drives revenue growth through informed decision-making. - Reduced costs thereby increasing profits.Financial Analysis
Google Apps ScriptFinancial ProjectionFinancial PlanningFinanceAnalytics DashboardGoogle Sheets AutomationExcel FormulaMySQLData AnalysisDashboardGoogle SheetsMicrosoft ExcelTableauPython - $35 hourly
- 0.0/5
- (1 job)
I am a highly motivated individual dedicated to achieving my life goals. Core values play a vital role in my professional journey, and I prioritize aligning myself with organizations that share these values to ensure my overall success. With exceptional interpersonal and motivational skills, I have earned a reputation for possessing natural leadership abilities. I am committed to putting the collective benefit above personal interests and excel in guiding, facilitating, and mentoring individuals towards achieving shared goals. In August 2021, I successfully completed my MBA with a specialization in Leadership from Dalhousie University. In recognition of my contributions, I was honored as the Best of the Best - Culture Catalyst winner for Scotiabank in 2022.Financial Analysis
AgricultureLeadership DevelopmentLeadership TrainingLeadership CoachingOrganizational BehaviorCoachingTeam BuildingBusiness Application Development LanguageBusiness DevelopmentTime Management - $12 hourly
- 5.0/5
- (1 job)
Jens is the CEO and President of the Edmonton, Alberta based virtual accounting firm Ironledger Bookkeeping Corporation. With vast knowledge in many different financial areas such as accounting, investment and management, he comes to Upwork to offer his firm's excellent and professional services. Whether you or your business need past books cleaned up, accounts reconciled, payroll taken care of stress-free, financial statements created, temporary or ongoing bookkeeping management, Jens and his team are surely to deliver in a timely and affordable manner.Financial Analysis
Management SkillsTax PreparationFinancial StatementExpertAccountingAccounts PayableAccounts ReceivableData EntryBank ReconciliationPayroll AccountingAccounting SoftwareBookkeeping - $45 hourly
- 0.0/5
- (0 jobs)
SUMMARY A dedicated, results oriented professional with over a decade of progressive experience in business development and relationship management with a track record of delivering quantifiable results in sales, mentoring, commercial credit adjudication and P&L management. Personally committed and passionate to learn and develop new skills through internal and external platforms to create new opportunities. Over the years I have developed unique but transferable skills to further strengthen the decision-making process and to enhance the ability of presenting optimal solution on a consistent basis. Strong analytical and financial analysis skills including but not limited to forecasting, predictive analysis and Excel modeling.Financial Analysis
Business PlanCommercial LendingSmall Business AdministrationFinancial Planning - $100 hourly
- 0.0/5
- (0 jobs)
Experienced and driven accounting professional with over 6 years of expertise in accounting, financial analysis and management. Skilled in collaborating with clients and third party organizations to achieve business and financial objectives. Instrumental in streamlining financial recording and analytical processes using technical and skilled based approach.Financial Analysis
Financial Variance AnalysisReal EstateFinancial ModelingBudgeting & Forecasting SoftwareGoods & Services TaxInternational Accounting StandardsPayroll AccountingQuantitative AnalysisFinancial ReportAccount ReconciliationBank ReconciliationFinancial AuditFinancial AccountingAccounting - $40 hourly
- 0.0/5
- (0 jobs)
I am a self-driven and motivate Finance Professional with an excellent team spirit, able to work under minimum supervision, always ready to face new challenges; committed to continuous professional development in order to add value and contribute to organizational goals while attaining professional distinction and proficiencyFinancial Analysis
Microsoft ExcelBookkeepingBusiness AnalysisFinancial ModelingProject FinanceFinancial Analysis & ValuationManagement ConsultingAccounting - $15 hourly
- 0.0/5
- (1 job)
A disciplined and result-oriented financial accountant. Oluwatosin has over five (5) years of professional experience as a financial accountant working remotely and in an office environment as financial statements analysis expert with a depth background in accounting under IFRS. He is an MS excel expert, positive, honest, internet savvy, focused and eager to make sure jobs are completely perfect to regulatory standards. I have spent the last three (3) years dedicated to advising management on complex accounting issues, tax remediation between the company and the tax authorities including payroll and accounts receivables. I am a certified member of Association of Accounting Technicians (AAT). I am also a qualified associate chartered accountant (ACA) from the Institute of Chartered Accountants of Nigeria (ICAN). My major Achievements are as follows * MD/CEO special award for outstanding performance for setting up model for management account reporting and analysis. *Led the finance team of a maritime company in certification of ISO 9001:2015. * Established a template for monthly management account and meeting up with 15th of subsequent month for submission of previous month’s management account. *Application of IFRS standards to management account. * Have the track record of collecting about 65% of receivables on monthly basis. * Established a system of reporting for a maritime and cargo survey firm making use of analytical models in presentation of management report. As a freelance, I have established a system of reporting for a non-profit making organization (student fellowship). Below are my skills and expertise * Proficient in use of Microsoft Office suite (word, excel and outlook ) with excellent MS Excel skill * Financial ratios and trend analysis * Excellent in use of Sage 50 accounting software package * Technical accounting skills under IFRS. * Excellent numerical and reasoning skills * Self-disciplined and efficient, with a flexible and proactive nature * Excellent planning and organisational skill * Excellent interpersonal skills * Strong leadership qualities * Reliable and punctual, will always turn up to work on time * Able to work under pressure and meet deadlines * High level of focus and attention to details and accuracy I can help prepare and convert you financial data to an acceptable financial statements. I can also help in analysis of financial statements to make proper informed decisions as you may so require. Should you also require any other service base on my skills, consider that done in no time.Financial Analysis
Musical TranscriptionMusic NotationCost AccountingSage 50 AccountingInternational Financial Reporting StandardsMicrosoft OfficeManagement AccountingMicrosoft WordFinancial StatementBank ReconciliationMicrosoft ExcelFinancial ReportBookkeepingAccounting Basics - $20 hourly
- 0.0/5
- (0 jobs)
I’m an SEO specialist and creative writer with experience helping small and medium-sized businesses improve their online presence. Whether you’re aiming to rank higher on search engines, create engaging content, or grow your audience, I can assist. • Expertise in keyword research, on-page and off-page SEO, and content optimization • Skilled in crafting engaging blog posts, articles, and web copy that drive traffic • Committed to clear communication and timely updates—let’s stay connected!Financial Analysis
Data AnalysisMicrosoft ExcelMarketingSEO WritingTranslationTeaching ArabicWritingManagement ConsultingFinancial Planning - $18 hourly
- 0.0/5
- (0 jobs)
SKILLS * Financial Modeling and Valuation Techniques * Budgeting, Forecasting, and Cash Flow Analysis * Mergers and Acquisitions * Industry Research and Market Analysis * Investment Evaluation and Due Diligence * Proficiency in Microsoft Excel, Word, PowerPoint * Data-Driven Decision-Making * Collaboration and Relationship Building * Verbal and Written Communication Skills * Property Valuation PROFESSIONAL SUMMARY Ambitious and detail-oriented finance professional with a strong foundation in financial analysis, valuation techniques, and capital markets. Experienced in financial modeling, data analysis, and investment evaluation with a proven ability to deliver actionable insights. Currently completing the Canadian Investment Funds Course (CIFC) and pursuing the CFA designation to achieve my long-term career aspiration of becoming a portfolio manager.Financial Analysis
Personal BudgetingBudgeting & Forecasting SoftwareFinancial ReportingBookkeepingLight BookkeepingAccounting BasicsFinancial PlanningAccounting - $30 hourly
- 0.0/5
- (0 jobs)
As a Certified Public Accountant (CPA Ontario) with a strong focus on data analysis and financial modelling, I help businesses streamline complex financial processes, build dynamic dashboards, and deliver actionable insights. My expertise spans financial modeling, risk management, Excel automation (VBA/Macros), and data analytics, and I am continuously expanding my expertise in Python and SQL to enhance data analysis capabilities. I am committed to delivering results that exceed expectations, with a deep understanding of how to leverage data for better decision-making. Whether it’s optimizing Excel models, providing strategic risk analysis, or crafting precise financial reports, I ensure high-quality work with every project. I bring a client-focused approach to every task and will do whatever it takes to deliver top-tier solutions. Let’s work together to transform your data into strategic advantage. Skills: Excel (Advanced) Financial Reporting & Analysis Risk Management Excel Automation (VBA/Macros) Data Analytics Python SQL Interactive Data Visualization Financial Modeling Microsoft Excel PowerPivot Automation Compliance Machine LearningFinancial Analysis
Data ScienceMachine LearningData AnalysisComplianceAutomationFinancial ReportingSQLPythonRisk ManagementMicrosoft Excel PowerPivotExcel MacrosFinancial ModelingInteractive Data Visualization - $15 hourly
- 0.0/5
- (1 job)
Hi — Thanks for checking my profile out. I'm a business professional with a knack for: 1) Producing outstanding reports and documents, than cleanly and visually make sense of data/numbers. 2) Making sense of the employment maze and helping to target resumes and applications. While I am new to Upwork, I have a deep background in solving problems, analyzing numbers/issue, identifying the key issues, and creating stellar summarizing documents. My background by the numbers is: -4 years as a management consultant at a huge firm. Here, I had some promotions and global projects. -35 consulting projects in finance, government, and industry. -3 degrees (an MBA, one in forestry, and one in operations management). -2 additional qualifications: project management (PMP), leas six sigma (CSSBB). -1000 (or so) resumes reviewed as a hiring manager; ~20 written. -A life-to-date in working hard on making sense of complexity. I'd be interested in helping you make your presentations and documents read sharply & seamlessly, and for them to look amazing. I bring a laser focus on formatting and detail, and a creative eye for conveying details. I have a knack for tailoring my writing and approach to be amazing, but still clearly yours. Having a document that looks good but reads like it was 'written by someone else' is not helpful. Finally, I'm just starting off and would be interested in delivering some high-caliber work at great value. In other words, I'm a guy who you can leverage for elite-level work at a very competitive rate, given I'm new to Upwork and looking to build a body of work. Best of luck finding the support you need – be it me, or someone else! -BDFinancial Analysis
Resume WritingBusiness Proposal WritingBusiness CoachingData AnalysisBusiness WritingPresentation DesignLean ConsultingPreziMicrosoft Excel - $15 hourly
- 3.5/5
- (12 jobs)
Experiencing challenges with finance, reporting, or decision-making? 𝐈 𝐆𝐎𝐓 𝐘𝐎𝐔! Let me handle the numbers for you, so you can focus on what you do best in your business. 😉 Here's what I can offer you: 📈 Data Entry 📈 Financial Reports Preparations, Forecast and Analysis 📈 Account Reconciliation 📈 Meticulous attention to detail 📈 Proficiency in financial software 📈 Data accuracy and precision 📈 Problem-solving skills 📈 Ethics and trustworthiness Software I’m good at: 💯 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 💯 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐎𝐟𝐟𝐢𝐜𝐞 💯 𝐆𝐦𝐚𝐢𝐥 💯 𝐂𝐚𝐧𝐯𝐚 𝙃𝙄𝙍𝙀 𝙈𝙀 𝙉𝙊𝙒 𝙖𝙣𝙙 𝙡𝙚𝙩'𝙨 𝙧𝙚𝙡𝙞𝙚𝙫𝙚 𝙮𝙤𝙪 𝙤𝙛 𝙩𝙝𝙞𝙨 𝙨𝙩𝙧𝙖𝙞𝙣 𝙧𝙞𝙜𝙝𝙩 𝙖𝙬𝙖𝙮. 📧 Shoot me a message today. ☎️ Let me know what time works best for you.Financial Analysis
Email ManagementFinance & AccountingExcel FormulaQuickBooks OnlineMicrosoft ExcelBalance SheetIncome StatementAccount ReconciliationBank ReconciliationIntuit QuickBooksData EntryFinancial ReportAccountingBookkeeping - $40 hourly
- 0.0/5
- (0 jobs)
A Chartered Accountant Intermediate with more than 15 years of professional experience in the field of Audit, Financial Reporting, Taxation, Budgeting, Forecasting, Financial Planning & Analysis and Internal Controls. Association with Organizations like Grant Thornton, Allied Bank, Adamjee Insurance and Canadian Pacific Railway has provided a rich exposure in the field of Finance & Accounting, Budgeting and FP&A in line with global best practices. Have capability of managing large teams for achieving strategic objectives and ability to work in tight deadlines and challenging environments. - Competent in all Microsoft Office applications. - Advance Accounting & Bookkeeping, Financial Reporting & ICFR. - Advance working experience of ERP, SAP, Oracle Financials and Microsoft D365.Financial Analysis
Financial ModelingMicrosoft WordCorporate FinanceHuman Resource ManagementBookkeepingIntuit QuickBooksFinancial AccountingMicrosoft Excel - $25 hourly
- 0.0/5
- (0 jobs)
Have vast knowledge in financial accounting with lengthy experience as an account manager in hotel industry which has grown my interpersonal and communication skills.Financial Analysis
Financial RiskFinancial ManagementFinancial ReportingFinancial AccountingAccount ReconciliationFinancial Modeling - $15 hourly
- 4.0/5
- (2 jobs)
I am proficient in Cantonese, mandarin (Chinese) and English in both writing and speaking. I have previous experience helping business translate from Chinese to English and the other way around. With an outgoing personality , If you would like to find someone to practice either language with you, I’m sure I’ll be a good fit!Financial Analysis
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