Hire the Best Financial Analysts
in Canada

🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!

I bring hands-on experience across capital markets and financial analysis, paired with in-depth research and writing. That combination is what turns raw data into something a client can actually act on. BSc from Kings College London in Finance, with 456 hours and 6 engagements delivered on Upwork.

I am a seasoned finance and analytics professional with a proven track record of delivering insightful solutions. My proficiency spans across various tools, including Excel, Google Sheets, and Power BI, where I specialize in data visualization, financial modeling, trend analysis, financial planning and analytics, budgeting, forecasting, and variance analysis. With a keen eye for detail and a strategic mindset, I have successfully assisted businesses in making informed decisions based on comprehensive data analysis. My dedication to precision and efficiency ensures the delivery of accurate financial insights and actionable recommendations. Whether you need assistance in streamlining your budgeting process, creating dynamic financial models, or visualizing complex data sets, I bring a wealth of experience to the table. Let's collaborate to transform your financial data into a valuable asset for informed decision-making and sustainable growth.

Is your bookkeeping a mess? Are you spending hours on spreadsheets that should take minutes? I help small business owners and entrepreneurs get their finances under control - clean books, clear reports, and Excel models that actually make sense. What I can do for you : bank reconciliations & cash flow tracking, budgeting & variance analysis, financial reporting & KPI dashboards, custom Excel models to save you time every week. Specialized in Canadian tax compliance (GST/HST, QST/TVQ) - and fully equipped to work with clients across North America. Based in Canada, bilingual (FR/EN), available for one-time projects or ongoing support. Let's talk about your numbers. 👇

Profit is a theory. Cash is a fact. Most $5M-$20M business owners are making major decisions based on gut feel and bank balance anxiety. That is not a cash flow problem. That is an infrastructure problem. I build the infrastructure that fixes it. I am a financial systems architect who also builds AI automation. I find the financial problem first, then engineer the system that solves it. While doing financial work for a home services company, I noticed their after-hours close rate had dropped from 40% to 25%. With a $6,500 average job, that was a measurable revenue leak. I built an AI voice agent that restored their close rate above 40% of human callers. It paid for itself within 2 to 3 bookings. That is the lens I bring to every engagement: CFO-level diagnosis, then an automated fix. WHO I WORK WITH Service, construction, and home services companies in the $5M-$20M range. Too complex for basic bookkeeping. Not structured enough for predictable growth. Revenue is there. Visibility is not. FINANCIAL ARCHITECTURE 13-Week Cash Flow Forecasting pulling live from QuickBooks Online Scenario modeling for hiring, pricing, and expansion decisions Unit economics and margin diagnostics by job, client, or service line KPI reporting tied directly to bottom-line profitability AI SYSTEMS & AUTOMATION AI voice agents (Retell AI + Claude + Twilio) for after-hours lead capture and booking Automated financial pipelines connecting QBO, CRM, and field service platforms AI-powered overhead analysis integrated into your team's existing tools Automated weekly reports from multiple sources — zero manual compilation Stack: Retell AI, n8n, Zapier, Make, OpenAI, Claude, AppScript, Looker Studio, Power BI, QBO CASE STUDY: Electrical Contractor ($14M Revenue) QuickBooks was showing losses. Leadership was considering cuts. The problem was not profitability it was how job costs and revenue were being recognized across long-cycle projects. I built a custom reconciliation report that revealed the business was actually profitable. Then I deployed AI-powered overhead analysis and automated weekly reporting pulling from multiple data sources. A $14M company that thought it was failing discovered it was not. CASE STUDY: Home Services - AI Voice Agent After-hours leads were closing at 25% vs. the sales team's 40%. Average job size: $6,500. I built an AI voice agent on Retell AI integrated with the company's field service platform via Make. Close rate returned above 40%. Full ROI within 2 to 3 bookings. Zero additional headcount. HOW WE START Every engagement begins with a Financial Systems Diagnostic: a forensic review of your P&L, balance sheet, AR/AP aging, and cash position. You receive a written findings report and a 90-day roadmap with each initiative tied to a specific financial outcome. You know exactly what you are getting before committing to anything ongoing. Ongoing retainers are project-anchored with direct phone and email access. You are not buying hours. You are buying defined outcomes. BBA in Finance and Accounting. 5-10 years across home services, electrical contracting, construction, medical facilities, and startups. I build systems. I do not write reports that sit in folders. If your business is making real money but cash still feels tight and decisions are still based on what the bank balance says this morning, let's talk.

Greetings, Thanks for viewing my profile, below is a short note about me. I'm an experienced IT and finance professional with strong understanding in leading software products and solutions, as well accounting, audits. I specialise in IT Business Analysis and Product Management, Financial process automations, Book-Keeping, and SOC Audits. I am personally based out in Toronto , Do reach out to me for any business requirement or a casual coffee chat. Can't wait to help your business grow exponentially. Thanks.