27 Best Financial Analysts For Hire In Arizona

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$200 hourly
Gary C.
- 4.9/5
- (42 jobs)
Former Army Special Operations leader, proven CFO, and prior CEO with three decades of international experience spanning Cleantech Manufacturing, Genomics, IVD, and SaaS. Balances strategic leadership with hands-on financial management. Successfully led high-growth, venture-backed startups through multiple exits, including an IPO. Harvard Business School alumnus with deep expertise across GCC, SEA, EU, and NAM markets. Why You Would Retain Me 1. You need to scale and look for a successful exit. I've led businesses from inception to $130M ARR, achieved the first SaaS IPO, scaled a division from $0 to $1B ARR, and $5B in M&A transactions. Whether you're preparing for funding, scaling operations, or planning an acquisition, I can help you navigate the path. 2. You need an expert in capital formation, investments, and strategic finance: Not a CPA. A CFO looks up and out, while accounting looks down and backward. Which direction do you want to go in? With $500M raised and extensive venture finance experience, I optimize capital structures, secure funding, and align strategy with tech and operations to drive commercialization and growth. 3. You are looking for someone with technical expertise and high adaptability. I’ve helped companies commercialize breakthrough innovations in SaaS, AI, genomics, computational knowledge engines, hydrogen fuel processing, and cfDNA epigenomics. I also helped sell toothbrushes, door handles, and wine. ;-) 4. You operate in high-stakes, dynamic, and complex environments. Investors get testy. Clients make demands. Competitors want to cut your oxygen off. From Army Special Operations to transforming global companies, I combine execution under pressure with visionary leadership. I can help you define and execute the best strategy for navigating uncertainty or a significant transition.

Financial Analysis
Venture Capital Consulting
Forecasting
Financial Modeling
Business Cases
Pro Forma Statement
SaaS
Business Plan
Business Modeling
Balance Sheet
Microsoft Excel
Intuit QuickBooks
$150 hourly
Marcel v.
- 5.0/5
- (1 job)
25 years experience in B2B Sales, Marketing and Managerial Finance. Experience in the high-tech , manufacturing and supply chain industry segments. Track record in aligning Finance, Sales and Marketing teams to optimize revenue growth.

Financial Analysis
Product Marketing
Contract Negotiation
Financial Planning
SAP
Business Management
Audience Segmentation & Targeting
B2B Marketing
Strategy
Data Visualization
$45 hourly
Sonya H.
- 5.0/5
- (5 jobs)
As the founder of SonyaMichelle LLC, a consulting business I established in February 2022, I have had the opportunity to work with various non-profit organizations, leading grants and development, budget analysis of budgets over 5 million dollars, writing hiring manuals, and overseeing the sourcing and hiring of C-suite and executive directors. This experience has allowed me to develop a strong understanding of the operational needs of non-profit organizations and the ability to implement effective strategies to drive success. My business allows me to work with non profit organization as a consultant, filling in wherever there may be a need. It's always a bonus when the work you do aligns with your purpose in life!

Financial Analysis
Corporate Event Planning
Event Planning
Business Operations
Data Analysis Consultation
Data Entry
Human Resources
HR & Business Services
Virtual Assistance
$10 hourly
Neelie B.
- 5.0/5
- (3 jobs)
I am a skilled grant writer with a proven track record of securing funding for nonprofits, businesses, and community projects. With over five years of experience and more than 500 business plans and proposals written, I specialize in crafting investor-ready business plans, compelling grant proposals, and conducting in-depth grant research to attract investors, lenders, and funding organizations. Whether you are a startup, small business, or nonprofit, I will create a tailored plan that effectively showcases your vision and maximizes your chances of securing funding. Whether you need a professional Business Plan or Grant Proposal to secure funding for your business or nonprofit organization? My Services Include: Investor-Ready Business Plans Executive Summary & Company Overview Market Research & Competitive Analysis Marketing & Sales Strategy Operations & Management Plan Financial Projections (P&L, Cash Flow, Balance Sheet) Funding Requirements & ROI Analysis Winning Grant Proposals Grant Research & Opportunity Identification Needs Statement & Project Narrative Budget & Financial Justifications Impact Statement & Sustainability Plan Professional Formatting & Compliance Why Choose Me? ️ 5+ Years of Business & Grant Writing Experience ️ Customized Plans for Banks, Investors, & Funding Agencies ️ Persuasive, Research-Driven Content That Gets Results ️ Fast Delivery & Unlimited Revisions (Within Reason) Your vision deserves nothing less than remarkable—let’s bring it to life. Order now, and let’s create something unforgettable together! 🚀 Note: I have a no-call policy, but I’m highly responsive via chat. Feel free to reach out to discuss your project—I’m happy to go over all details through chat!

Financial Analysis
Financial Modeling
Research Proposals
Business Proposal Writing
Business Plan Writing
Writing
Research & Strategy
Grant Research & Prospect List
Proofreading
Business Writing
Business
$100 hourly
Kitriel A.
- 4.6/5
- (16 jobs)
25+ years professional experience in corporate Finance /Operations. Industries I work as a fractional eCom, SaaS,Hospitality,Retail, Medicaland Distribution. Cost Management Accounts, Financial Analyst/Consultant & Business Planner, Preparation of Financial Statements & Internal Audit of the whole System/ Policies and operational activities including: Budget Management Strategic Development P&L / Revenue Growth International Business Mergers and Acquisitions Corporate Governance Risk Management Capital Markets Asset Management Portfolio Management Investment Management Project Finance Startups / Start-ups CFO and COO Corporate Finance Budgeting & Forecasting Financial Forecasting Cost Accounting Corporate Strategy Accounting Financial Accounting Business Consulting Business Management Management Accounting Business Process Reengineering Venture Capital Consulting Intuit Quickbooks QuickBooks Online Process Reengineering Business Analysis Business Innovation Financial Planning Pitchbooks Business Proposal Writing Strategic Planning Financial Presentations Business Scenario Development Business Continuity Planning Business Modeling Business Process Modeling Business Valuation Business Process Engineering Business Transformation Business Writing Excel

Financial Analysis
Information Analysis
Organizational Plan
Project Workflows
Project Management Professional
Financial Management
Management Skills
Flowchart
Business Valuation
Company Policy
Business Modeling
Business Services
Organizational Design & Effectiveness
Lean Consulting
Business Analysis
$100 hourly
Jeremy Y.
- 5.0/5
- (11 jobs)
Over the past 20 years, I have developed an incredible range of entrepreneurial experience having started 2 companies from scratch, consulted with some of the most renowned agencies in the world, and worked within other small companies as an integral part of their success and growth. Additionally I have years of experience as COO of a multi-million dollar energy brokerage, taught entrepreneurship and marketing at a University and worked as Editor of an academic publishing company in the area of underwater warfare. Now, I get to help entrepreneurs and aspiring entrepreneurs identify and formulate a strategy to bring their ideas to market. A lot of people have really great concepts, skills and passions but lack the experience needed to actually build a business. Whether you need advice about the legal structure of a business, market research, and/or product or brand development, I can help. I also can help with asset management, investment portfolio creation and feasibility studies and reports. In coaching, I believe that every problem is actually just a mistake in perspective. Many people who start a business can get tunnel vision about how it should operate and be structured. By asking the difficult questions and thinking in an encompassing manner, I can help identify your best path towards success. I look forward to helping you in your project!

Financial Analysis
Sustainability
Product Development
Business Coaching
Entrepreneurship
Executive Coaching
Branding
Investment Research
Brand Development
Forecasting
Brand Positioning
Content Creation
Brand Consulting
Investment Strategy
Strategy
Market Analysis
$40 hourly
Victor V.
- 5.0/5
- (1 job)
I'm a content creator and write, blog's, articles, ebooks, sales copy and essays. I also help create and manage virtual assistants for business owners. My main topics of expertise are: Natural healing, homeschooling, sports, survival/outdoor and travel.

Financial Analysis
Sales Copy
Content Creation
Freelance Marketing
Business
First Aid
Compliance Training
Marketing
Compliance
Blog Writing
Article Writing
Ebook Writing
$100 hourly
Michael Z.
- 5.0/5
- (1 job)
I am a corporate finance and real estate professional with experience in private equity investing, mergers and acquisitions, FP&A (financial planning and analysis), and real estate investing. I am an expert in all things financial modeling. Whether you are looking to evaluate an investment, value a business, create a budget, or analyze internal business KPIs/trends - I can help! Additionally, I am a self-starter who takes initiative and enjoys managing timelines/projects.

Financial Analysis
Budget Planning
Real Estate Financial Modeling
Real Estate Acquisition
Private Equity
Mergers & Acquisitions
Accounting
Business Valuation
Financial Projection
Financial Planning
$100 hourly
Randy G.
- 5.0/5
- (1 job)
Accounting, Finance, and Healthcare Professional with a blend of leadership, communication and problem-solving skills refined over more than 28 years with a variety of successful companies. Proven experience in providing accounting, auditing, compliance, consulting, forensic and litigation services in the healthcare industry. A specialist in Medicare and Medicaid reimbursement including; cost report preparation, review, auditing, appeals and re-openings. In depth experience in matters related to reimbursement issues for a variety of healthcare organizations. Knowledgeable regarding complex regulatory issues affecting the healthcare industry. Involved in the defense of several of the largest healthcare fraud investigations conducted by the Department of Justice and the Office of the Inspector General of the United States of America.

Financial Analysis
Revenue Cycle Management
Management Consulting
Healthcare Software
Healthcare Management
Financial Statement
Financial Projection
Financial Modeling
Financial Accounting
Data Management
Data Analytics & Visualization Software
Data Analysis
Cost Accounting
Analytical Presentation
Accounting
$75 hourly
Jeff R.
- 5.0/5
- (173 jobs)
Let's face it, no matter what facet of the business world you work in, writing probably isn't your "thing." That's OK, because it is mine, and my job is to make your marketing easier. I am a native English speaker, born and raised in the Southwestern United States, and specialize in content creation and editing in the real estate, finance and investment, and general business sectors for clients around the world. Clients include Arrived Homes (fractional real estate investing), Basic Property Management, Concreit (fractional real estate investing in debt), Crexi, Lendai (real estate lending platform), NAS Investment Solutions (1031 exchanges), Obie (insurance), RealtyMogul, Roofstock, Stessa, and many other firms in the investment real estate, property management, insurance, and accounting industries. After over 25 years in the business, I know the real estate industry inside and out and have personally brokered tens of millions of dollars worth of real estate sales and lease transactions for my clients and for my own portfolio in retail, office, industrial, single-family and multi-family residential income properties, and in raw and subdivided land. I have been awarded the Certified Commercial Investment Member (CCIM) designation, one of the most prestigious professional certifications one can earn in commercial investment real estate. It never hurts to talk, so feel free to contact me if you have a content creation project you'd like to discuss.

Financial Analysis
Content Development
Content Creation
Property Management
Investment Research
Real Estate Marketing
Case Studies
Blog Writing
Search Engine Optimization
Content Writing
Article Writing
Copywriting
English
Real Estate
$50 hourly
Robert M.
- 5.0/5
- (3 jobs)
I have been a Business Analyst with a Small Business Development Center and with the Procurement and Technical Assistance Centers (now Apex) for over ten years, working with a variety of businesses including start-ups, high-tech companies, defense related companies and business seeking government contracting awards. As an Apex counselor I provided clients with government contracting assistance, including applying for and receiving SBA certifications for Woman Owned and Economically Disadvantaged Woman Owned, Hubzone, 8(a) and Veteran Owned Businesses. I both review clients' responses to Federal solicitations and have assisted clients in preparing their proposals. I am considered a subject matter expert for Small Business Innovation Research grants (SBIR/STTR) with client receiving over $8.5 million dollars in SBIR awards. These awards have included Department of Defense, National Science Foundation and NASA awards. My education includes graduating from the University of Michigan with a Bachelor of Science Degree, and a Master of Public Administration Degree from the University of Utah. I have both public and private business experience including running my own businesses and working for a Fortune 400 company as a department head, supervising a staff of 12. This staff provided a variety of services, including payroll, billing and logistics management. I offer my clients a complete set of skills, which include both private and public sector advise. They include: - Federal Government Contracting Woman Owned and Economically Disadvantage application - 8(a) certification and HUB Zone certification - Financial analysis, including cash flow, break even and ratio analysis - Business projection and marketing advise - Grant and loan advice and assistance - Small Business Innovation Research Grant application As part of my business analyst duties, I have reviewed and assisted literally hundreds of clients in the preparation of business plans which includes the most important part, their financial documents. I have worked with the USDA promoting Renewable Energy Program grant applications and have place $800k worth of REAP grant awards. I can be found on LinkedIn for additional information concerning my skills.

Financial Analysis
Business Consulting
Business Development
Business Proposal Writing
Business Coaching
Grant Writing
Business Plan
Spreadsheet Software
Cash Flow Modeling
Contract Management
$65 hourly
Koushik C.
- 5.0/5
- (1 job)
I am a seasoned financial modeling consultant with a passion for empowering businesses and investors through precise and insightful financial analysis. My journey in finance has been marked by a deep engagement with complex financial models, particularly in the realms of investor waterfalls, 3-statement models, and strategic budgeting and forecasting. I take pride in my proficiency with investor waterfalls, having helped numerous clients navigate through the intricate structures of returns and distributions. This expertise is complemented by my ability to construct robust 3-statement financial models, tailored to provide comprehensive insights into a company's financial trajectory. My skill set is further enhanced by my proficiency in QuickBooks. This tool has been instrumental in my work, allowing me to provide clients with clear, accurate, and actionable financial information, crucial for decision-making and strategy formulation. In the dynamic world of Venture Capital and Private Equity, I have a proven track record of delivering models that not only withstand rigorous scrutiny but also offer deep insights into potential investments, risk assessment, and portfolio management. Budgeting and Forecasting are another cornerstone of my expertise. I've assisted organizations in diverse sectors to craft forward-looking financial plans that align with their strategic goals, ensuring financial stability and paving the way for sustainable growth. If you're looking for a consultant who combines financial modeling expertise with real-world business acumen, I'd be delighted to connect and discuss how my skills can align with your financial objectives.

Financial Analysis
Private Equity
Tax Accounting
Budgeting & Forecasting Software
Microsoft Excel PowerPivot
Investment Research
Financial Modeling
$60 hourly
Priyanka D.
- 0.0/5
- (0 jobs)
I am a second-year Master of Global Management student at the Thunderbird School of Global Management with a concentration in Data Science and Digital Transformation. I am interested in learning more about implementing digital technologies into global operations and business development projects to aid in boosting revenues and minimizing costs for businesses. Prior to joining Thunderbird, I graduated from Arizona State University with a triple major in Finance, Computer Information Systems, and Accountancy. While studying at ASU, I expanded my knowledge in real estate by obtaining my Arizona Real Estate License and Corporate Real Estate Certificate. As a student, during my undergraduate and graduate years, I worked part-time as a finance teaching assistant for a few professors in the subjects of Fundamentals of Finance, Managerial Finance, Security Analysis Portfolio Management, and Derivative Financial Securities. Over the course of my academic career and project management internship, I have worked on various business plans, franchise/business development projects, economic development projects, financial and data analysis projects, consulting projects, database management projects, machine learning projects, and coding projects. During my project management internship, I learned to manage multiple projects from casino development projects to housing and infrastructure development projects. Also, growing up in the hotel industry and being in a hotel management role for the past several years has been a life-changing experience that allowed me to establish customer service, communication, analytical, leadership, and problem-solving skills. Recently, as part of my Master’s program, I worked as a global strategy consultant in Dubai, United Arab Emirates for The Producers Group. During my time in Dubai, I worked collaboratively with a diverse six-person consulting team to perform qualitative and quantitative analyses and staged attendance and financial forecasts for an international client who is a premier provider of production and design services for destination attractions worldwide. I collected primary and secondary data and performed various analyses through analytics software such as Tableau and SPSS to provide the best solutions to our clients. I analyzed 5 years of historical data related to the travel, tourism, and attraction industry in Dubai to develop and shape a partnership strategy and marketing strategy to support the launch of an upcoming top-tier attraction. I provided cost estimates for various components of our marketing strategy, and delineated packages and optional strategies for Audacity which include partnering with lead tour operators, hotels, and schools to apply seasonal promotions and discounts, leading to maximum occupancy of the client’s attraction daily. Finally, I engineered a dynamic and real-time decision-making workflow tool that captures attendance and financial forecasts based on various factors that impact seasonality within the Dubai attraction market. Currently, I am working full-time in a solutions architect/business analyst/mutual funds administrator role for U.S. Bank where I am aiding the Wealth Management and Global Funds Services department in automating financial reporting and business line processes for investment funds, ultimately leading to significant cost and time savings. While working at U.S. Bank, I hope to obtain the skills and knowledge in various investment securities, regulatory compliance reporting, SEC regulations, financial statement reporting and filings, and business analysis. I have communicated with business line managers and stakeholders to automate the weighted average maturity, weighted average life, and portfolio WAM/WAL calculations of more than 20 security types for thousands of security aliases and various funds resulting in multiple fund admin teams saving hours of work time. Finally, I am working alongside software engineers and project managers to aid in pioneering the implementation of Microsoft Power Suite within the Global Funds Services division ultimately leading to immersive solutions that strengthen client partnerships and create efficiencies within business lines, US Bank, and US Bank clients. With a variety of skills I can help in: -Marketing -Business Consulting -Data & Business Analysis -Digital Transformation/Data Science Matters -Finance and Accounting -Project Management -Global Management -Real Estate Matters -Market Research I will fully manage the entire project from start to finish with the best quality work and communicate regularly!

Financial Analysis
Data Analytics
Data Interpretation
Machine Learning
Alteryx, Inc.
Hospitality & Tourism
Business Consulting
Real Estate
SQL Programming
Google Analytics
Business Analysis
Business Intelligence
Microsoft Power BI
Python
Data Visualization
$50 hourly
Samantha H.
- 0.0/5
- (0 jobs)
Licensed CPA and experienced financial controller with over 18 years of full cycle accounting experience in various industries. Proficient in developing and running accounting departments, preparing financial statements, streamlining processes and implementing improvements, setting up accounting software and chart of accounts, financial statement analysis, cash flow analysis and modeling, budget preparation and modeling, account reconciliations, and account clean ups. Advanced knowledge in excel and various accounting software's such as QuickBooks and Yardi. My hourly rates are as follows: Bookkeeping $50/hour, CFO/Accounting $125/hour, and tax preparation starts at $300 per return.

Financial Analysis
Intuit QuickBooks
Balance Sheet
Budget Management
Accounting Basics
Bookkeeping
Cash Flow Analysis
Account Reconciliation
Process Improvement
Financial Projection
Accounting
Microsoft Excel
Accounts Payable
Bank Reconciliation
Accounts Receivable
$85 hourly
Sharon M.
- 3.9/5
- (7 jobs)
With 20 years of diverse finance & accounting experience, with equally diverse experience in industry & technology, from ERP to CRM I can take the pain out of your accounting operations. I can mange your debits and credits as well as the next...Maybe a little better. What I am in to is your vision & helping you accomplish it though. Finding/creating efficiencies & reducing redundancies. Helping you decide on the right technology for the job. Technical: QBO, QB Desktop, Xero, Sage, JDE, SAP, Oracle, Gusto, ADP, Rippling, SalesForce The Human: Passionate about start-up business & the courage of entrepreneurs in general. Thrive in fast paced, driven environments. Taking the grey area out of process & procedure, without increasing the red-tape. Ensuring we have sound business practices that are easy to understand & communicate from any level. If it is hard, we aren't doing it right.

Financial Analysis
Personal Finance & Wealth Management
Gusto
Cost Accounting
Xero
QuickBooks Online
Inventory Management
Financial Modeling
Sales Tax
Bookkeeping
Payroll Accounting
Bank Reconciliation
Accounting
Budget Management
$125 hourly
Gretchen J.
- 5.0/5
- (1 job)
Experienced HR leader whose purpose is to meet the needs of employees and the company by creating a meaningful employee experience. My expertise is in: Benefits, Compensation, HRIS, People Operations, and Performance Management to name a few. Cross functional leader with strong communications and people management skills. Start-up experience, with proven ability to build and scale HR functions from the ground up. Let me know how I can help!

Financial Analysis
Administrate
Workday
Budget
HR & Business Services
Financial Audit
Staff Recruitment & Management
Salary Survey
Human Resource Management
Finance
Compliance
Contract Negotiation
Employee Communications
Benefits
$50 hourly
Dylan C.
- 5.0/5
- (3 jobs)
I’m a business development and real estate professional dedicated to driving sales growth, provide analysis and help individuals with professional resume drafting and revision. Whether you’re looking for your next business opportunity or need assistance in underwriting and evaluating a real estate opportunity, I provide a range of services that span a tenure of 5+ years in sales/ development and training roles.

Financial Analysis
CRM Development
Interview Training
Interview Preparation
Sales
Valuation
Resume
Drafting
Real Estate
$150 hourly
Mohamed G.
- 0.0/5
- (0 jobs)
Talented, self-motivated, proactive, and result-oriented accounting and finance professional, with over 35 years of diversified international experiences in accounting, finance, auditing and internal control. Hands-on experience in accounting from initiating an accounting entry through to finalization by issuance of financial statements in accordance with international financial reporting standards (IFRS) and US GAAP. Accumulated wealth of knowledge and ability to work in multi-cultural environments gained from working with ExxonMobil on assignments in Africa, Middle East, and Europe for seven years. Long experience in designing and implementing appropriate policies, procedures, and systems of internal controls that ensure completeness and integrity of the organization's financial performance. Well versed in leading development and achievement of business plans and budgets. Strong ability to negotiate and finalize deals that result in value maximization and safeguarding of interests, while adhering to corporate governance.

Financial Analysis
Time Management
Problem Solving
Accounting
Taxes
Human Resource Management
Budget Planning
Business Plan
Financial Reporting
Bookkeeping
CPA
$125 hourly
Jennifer H.
- 0.0/5
- (0 jobs)
EXECUTIVE BUSINESS LEADER: Growth Driver, Results Orientated, Team Player A results-driven executive business leader, I develop and implement strategies, work across teams, direct execution, and create value. My success extends across verticals, geographies, and business models. I thrive at combining talent and ambition into realized goals and profitable momentum. I am passionate about helping others to take initiatives over the finish line and win in the market! I have been recognized for my leadership and business skills, and will be a valuable addition to your team and business. In 2021 I joined Colibri Group an organization focused on serving people to achieve more and thrive in their careers. Colibri's real estate learning portfolio represents the most comprehensive suite of real estate education and professional development experiences, supporting agents, aspiring agents, and brokers to advance their careers and practice at the top of their license. Previously I served as the SVP of Alternative Learning at Strategic Education, Inc.(SEI). In this role, my portfolio spanned a variety of educational offerings including Hackbright and DevMountain boot camps, Sur La Table Online Culinary Institute, and Sophia.org, a low cost alternative to earning college credit. Additionally, I was the SVP of Portfolio Strategy at SEI leading a $1 billion portfolio of product offerings with the goal of building and maintaining world-class student-centric academic programs, advancing the careers of first generation, adult, college students. My previous roles at Capella University were in Academic and Business leadership, overseeing The College of Nursing, Health and Behavioral Sciences, pivotal to Capella's growth and B2B strategy. Jennifer’s prior work experience includes executive positions at Target.com, Coach Leatherware and Dayton Hudson Corporation. She holds a Bachelor of Arts in Business Administration/Financial Management and a Master of Science in Leadership. I am proficient with the Microsoft Suite of products including Teams. AREAS OF EXPERTISE Revenue Growth | P&L Management | Product Development| Strategic Planning | Complex Business Models | Financial Modeling | Business Acumen | External Research and Insights | Operational Simplicity | Luxury Products and Services

Financial Analysis
Trend Analysis
Change Management
Business Consulting
Product Knowledge
Product Concept
Product Analytics
Market Planning
Market Analysis
Business Research
Business Analysis
Analytical Presentation
Management Consulting
Business Coaching
Career Coaching
$150 hourly
Aaron S.
- 0.0/5
- (0 jobs)
Professional Summary Dynamic Director of Finance with 15+ years of experience driving revenue growth and profitability through strategic restructuring, process improvements, and IT system upgrades. Proven track record of doubling company revenue and tripling profitability while optimizing operations and reducing costs. Demonstrated ability to lead high-performing teams, manage complex projects, and generate significant financial improvements.

Financial Analysis
Business Analysis
Due Diligence
Finance & Accounting
Performance Measurement
Analytics Dashboard
KPI Metric Development
Financial Reporting
QuickBooks Online
Salesforce
Bank Reconciliation
Management Consulting
Bookkeeping
Accounting
$55 hourly
Quinn K.
- 0.0/5
- (0 jobs)
I enjoy all aspects of the small and medium business space and take great pride in the work that I deliver to my clients. I specialize in the following: - Fractional CFO work - Financial statement analysis & strategy - Bookkeeping - Proforma/financial modeling - Excel/Google Sheets Expert - Dangerous in all things finance and accounting

Financial Analysis
Strategic Plan
Google Sheets
Microsoft Excel
Financial Modeling
Financial Consulting
Accounting
QuickBooks Online
Financial Planning
Bookkeeping
$40 hourly
Shannon J.
- 0.0/5
- (0 jobs)
Welcome! I’m Shannon Joya, a finance professional with 15 years of experience in accounting and financial management. I recently founded my bookkeeping business to help solo entrepreneurs and small to medium-sized businesses streamline their financial processes using QuickBooks Online. Unlike traditional bookkeepers, I go beyond simply recording transactions—I provide valuable financial insights, trend analysis, and project tracking to help you make informed business decisions. My mission is to empower business owners by making bookkeeping simple, efficient, and even a little bit joyful! What I Offer: ✔️ Monthly Bookkeeping (QuickBooks Online) ✔️ QuickBooks Cleanup & Setup ✔️ Trend Analysis & Custom Financial Reports ✔️ Budgeting & Financial Consulting ✔️ Ad-Hoc Financial Analysis & Reports ✔️ Educating Business Owners on Financial Reports Why Work With Me? ✅ QuickBooks ProAdvisor Level 1 & 2 Certified ✅ 15 Years of Finance & Accounting Experience ✅ Expertise in Microsoft Excel for Advanced Financial Analysis ✅ Detail-Oriented & Committed to Accuracy ✅ Friendly, Professional & Easy to Work With Pricing & Availability: 💲 Hourly Rate: $40/hr ⏳ Part-time Availability Whether you need a full bookkeeping solution, a financial cleanup, or just someone to help you make sense of your reports, I’m here to help! Let’s work together to keep your finances clear, accurate, and stress-free. 📩 Contact me today to discuss your bookkeeping needs!

Financial Analysis
Project Accounting
Financial Reporting
Microsoft Excel
Trend Analysis
Accounting Basics
Bookkeeping
Accounting
QuickBooks Online
$17 hourly
Meghan S.
- 4.9/5
- (22 jobs)
Detail-Oriented Administrative & Data Entry Specialist | 10+ Years in Mortgage Loan Audit Experienced administrative professional with over a decade in mortgage loan auditing, bringing exceptional attention to detail, accuracy, and organizational skills. I have a strong background in data entry, document management, and administrative support. Now seeking part-time opportunities in data entry or general administrative tasks where I can leverage my expertise to help businesses stay organized and efficient. Key Skills: ✅ High Attention to Detail & Accuracy (10+ years in mortgage loan auditing) ✅ Accurate & Efficient Data Entry ✅ Document Formatting & Editing ✅ Email Management ✅ File Organization & Maintenance ✅ Strong Time Management & Communication ✅ Proficient in MS Office Suite & Google Workspace ✅ Research, Data Mining & Scrubbing ✅ Payroll Clerical Support ✅ Basic Photo Editing & Website/Etsy Listings ✅ Print Marketing (QR Codes, Logos, Stickers) I am highly organized, adaptable, and committed to delivering high-quality work. If you need a reliable professional to assist with data entry, administrative support, or organizational tasks, I’d love to help!

Financial Analysis
Encompass
Financial Audit
Data Mining
SEO Audit
Database
Underwriting
Data Entry
Microsoft Excel
Typing
Microsoft Word
$125 hourly
John S.
- 0.0/5
- (0 jobs)
Do you need an expert analyst to assess and solve your thorniest business problems? Look no further. I have the experience, skills, and passion to help you with any challenge you face. Whether you need to analyze data, create financial models, automate spreadsheets, value a business, or get professional coaching, I can deliver high-quality results that meet your needs. Here are some examples of how I can help you: Financial modeling and analysis: I have experience in various tasks, such as budgeting, forecasting, scenario analysis, capital planning, and more. In addition, I have created from scratch both simple and incredibly complex models to address business needs or to evaluate a decision. Data analysis: I can help you find the story in the data. I have the tools to do the job, from data visualization, Excel, statistical analysis, or Monte Carlo simulation. I can also help you interpret the results and communicate them effectively. Spreadsheet design and automation: I can transform messy, manual spreadsheets into sleek, easy-to-use ones. I can also automate tasks and processes using Excel Visual Basic for Applications (VBA) to save you time and effort. Business coaching: I provide fresh, independent perspective to help you resolve your most perplexing business problems. For example: evaluating business strategy, optimizing product go-to-market plans, or executing profitability improvements. Business valuation: As a former CVA (Certified Valuation Analyst), I can produce a business valuation. I can also help you understand the drivers of value and how to maximize them. Buyer/seller services: If you are considering buying or selling a business, I can help you validate pricing or identify red flags. I have evaluated hundreds of companies as acquisition targets and appraised dozens of companies for sale. Lastly and importantly, although I have the mind of an engineer, I am calm, kind, and pleasant to work with. I thrive on collaboration and customer satisfaction. Relevant Skills and Experience: -Two decades of experience in corporate finance -Certifications: CPA, CFA charterholder -Advanced Excel user -Advanced coder for Excel Visual Basic for Applications (VBA) Testimonials: "Working with John Shirts is an absolute delight. He effortlessly grasps new concepts, showcasing his quick learning abilities. John's efficiency and discipline shine through in every task he undertakes. He excels at conveying his ideas concisely and clearly, fostering effective collaboration. Not only did he seamlessly adapt to Menlo's appraisal process, but he also added tremendous value, refining our approach. I wholeheartedly endorse John, not only for his exceptional professional skills, but also for who he is as a person of character and integrity." Mark S, Business Broker "John has a deep understanding of finance and operationalizing deals across large organizations. He consistently demonstrates a high level of proficiency and delivers exceptional results. One of John's standout strengths lies in his ability to seamlessly collaborate across various organizations. He has a natural talent for building relationships, which allows him to work effectively with colleagues, and stakeholders from diverse backgrounds. His determination, combined with his exceptional organizational skills, ensures that projects are completed efficiently and within established timelines. Beyond his attention to detail, John possesses a unique ability to see the big picture. This enables him to make informed decisions that align with broader objectives. In addition to his professional competence, John's demeanor sets him apart. He exudes a positive and calm attitude even in challenging circumstances, which inspires confidence in those around him." Laura S, Sr Director of Finance "John is a skilled financial analyst who can quickly wrap his arms around anything you throw his way. His experience, credentials, and calm demeanor have been extremely valuable as we've navigated intense and time-sensitive M&A situations." David H, Business Broker "John and I worked together in the M&A integration space. I particularly enjoyed John’s optimistic approach – even in the face of a lot of ambiguity and the inevitable integration challenges. His pragmatic leadership approach balanced with a strong customer focus always ensured the team moved forward in a way that minimised disruption to the acquired business. For example – we acquired a small company that we didn’t want to burden with our full suite of spending controls. John partnered with our key stakeholders to identify options then influenced internal treasury and Business Unit finance to design a process that enabled the company to continue operating with their existing set up while still giving us visibility to their spend and confidence in the process." Paul T, Accounting Manager

Financial Analysis
Accounting Principles & Practices
Optimization Modeling
Decision Making
Cost Estimate
Data Modeling
Due Diligence
Microsoft Excel
Business Valuation
Financial Modeling
Company Valuation
Scenario Planning
Mergers & Acquisitions
$100 hourly
Josh C.
- 0.0/5
- (0 jobs)
Accounting processes broken or not running smoothly? I CAN FIX IT! Need those old suspense accounts reconciled? I CAN DO IT! Need help meeting compliance standards? I CAN HELP! Need a project manager? I AM YOUR MAN! I am a punctual, practical, and versatile accounting professional with over 15 years experience across several industries. I have extensive experience in every aspect of business finance and accounting roles ranging from Accounts Payable to Chief Financial Officer. I am experienced in Financial Analysis, Budgeting and Forecasting, Labor Management, AR/AP management, Cash Forecasting, ROI, Cost/Revenue Analysis, Debt Servicing, Account Reconciliation, Project Management, Internal Auditing, Financial Reporting, Credit Management, Income Audit, ERP transitions, and many other tasks. I have worked for manufacturing, hospitality, non-profit, and insurance companies. All have their own specific nuances and I understand the importance of standards and priorities across different industries. I have contracted for several companies and have a proven track record of success. I look forward to helping you and/or your company achieve efficiency and success!

Financial Analysis
Revenue Cycle Management
Cost Analysis
GAAP
Nonprofit
Manufacturing
ERP Software
Project Management
Internal Auditing
Accounts Payable Management
Financial Reporting
Accounts Receivable Management
Hospitality
Budget Management
Account Reconciliation
$47 hourly
Rachel L.
- 0.0/5
- (0 jobs)
I have over 20 years of bookkeeping experience with small to medium size businesses. Book Clean-up (Monthly, Quarterly, Annually, Year-End) for CPA, installing and implementing QuickBooks remotely to help you know the numbers behind your business, make better decisions, calculate appropriate tax filings, increase your profitability, and help your enterprise run more effectively and efficiently, saving you valuable money, so you have more resources to put back into your passion.

Financial Analysis
Account Reconciliation
Forecasting
Microsoft Excel
Accounts Payable Management
Payroll Accounting
Data Entry
Financial Reporting
Financial Statement
Bank Reconciliation
Intuit QuickBooks
QuickBooks Enterprise
QuickBooks Online
Accounting
Bookkeeping
$80 hourly
Ashley M.
- 0.0/5
- (0 jobs)
Business objective: Cultivating growth and efficiencies with the creative use of data. Upwork objective: Enhance operational experience through optimizing Excel models which provide quick, accurate and effective key metrics where possible. Personal objective: increase exposure to multiple industries to better understand my personal interest and how they interact with my business capabilities. Make. A. Difference. That’s bigger than the bottom line.

Financial Analysis
Excel Formula
Analytics
Financial Modeling
Business Operations
Forecasting
Business Management
Visualization
Operations Research
Account Management
Business
Excel Macros
Process Optimization
Microsoft Excel
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