Hire the best Financial Analysts in Canada

Name: Financial Analysts
Brand: Upwork
Rating: 4.8 (230 reviews)

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Clients rate Financial Analysts

4.8/5

based on 230 client reviews

$125 hourly
Michael D.
- 4.9/5
- (89 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 Strategy
Mergers & Acquisitions
Presentation Design
Strategy
Venture Capital
Fundraising
Startup Consulting
Business Plan
Investor Overview
Investment Banking
Management Consulting
Financial Modeling
Venture Capital Consulting
Presentations
$50 hourly
Daven F.
- 5.0/5
- (128 jobs)
Hello, I am a Chartered Professional Accountant (CPA) with over 10 years of experience. I have enriched my accounting knowledge through working in the industry and for the Federal Government. I now have my own accounting business called BloomWorks Accounting (bloomworksaccounting.ca). I provide a wide range of accounting services. I am currently providing the following services: • Personal and Corporate Tax Preparation • Bookkeeping • Preparing Financial Statements • Business Consulting • Budgeting & Forecasting • Financial Writing • Financial Advice • Much more I hope my accounting services can be helpful to you and that through working together I can defy the cliché of boring accountants. Please feel free to contact me if you have any questions.

Financial Analysis
CPA
Corporate Tax
Mathematics
Business Analysis
Bookkeeping
Tax Return
Microsoft Excel
Tax Planning & Advisory
Tax Law
Intuit QuickBooks
$95 hourly
Nitin A.
- 5.0/5
- (23 jobs)
Wondering how to grow your business? 💭 You need an amazing accountant! One who does more for you than just file your annual taxes. I am former Big Four advisory firm accountant with over 12 years extensive experience in financial statements preparation, individual and corporate taxes in Canada. I can provide advisory support and help with work including bookkeeping, tax preparation, financial statement preparation, business planning, Quick books, Xero, HubDoc, cost optimization, business process improvement and payroll processing. Licensed to work on CPA review and notice to reader engagements. We also service Crypto companies who issue tokens through ICO's/IDO, SAFTs and Private equity/VC firms and Family offices for their deal tracking and accounting requirements. I can also help you with government benefits and subsidies. Have helped the clients receive over a $3M in grants and subsidies from 2020 onwards. If you are looking for following in addition to above, I am your guy 1. Complex tax planning for personal and corporate taxes 2. Crypto Investments tax planning 3. General accounting and tax advise 4. Tax consultation including complex restructuring and reorganizations 5. Section 85 Rollovers 6. Non-resident taxation 7. Sale and purchase of businesses 8. Business streamlining and improvements 9. CRA representations and case dealings 10. GST/HST/PST filings I also have a CFA designation. I also run a successful tech startup in the tax domain that caters to tax professionals in Canada. So, if you are looking to build your next tech startup, I can help you get started and guide you through the whole process. I believe the biggest hurdle when it comes to building a startup is figuring out things. Ping me if you need any such help. I can also provide monthly support that includes: ✅Paperless Bookkeeping ✅ Accountability for Missing Receipts ✅ CRA Payments Made (on time!) ✅ Advice on BC Employment Standards ✅ Monthly Financial Statements ✅ Corporate & Personal Tax Returns ✅ Unlimited Support ✅ All at a flat monthly rate:exclamation:️ Unlimited support means that when questions come up like: ❓“Is my pricing set at the right amount to make a decent profit?” ❓“Am I ready to hire my first employee?” ❓“Should I buy or lease a vehicle under my business?” ❓“When should I incorporate?” I am just a call or Zoom meeting away!

Financial Analysis
Content Writing
Website Prototyping
Financial Statement
SaaS
Corporate Tax
Bookkeeping
Tax Return
Tax Law
Payroll Accounting
Certified Tax Preparer
Intuit QuickBooks
$50 hourly
Thomas V.
- 5.0/5
- (5 jobs)
Hi! I'm a financial analyst with experience in financial modeling, forecasting, content writing, and financial presentations. I'm result-oriented, committed, enthusiastic and driven about my work. Whatever your needs are in the area of finance, let's chat. * Modeling Experience: 3 statement financial models, DCFs, Trading/Transaction Comps * Content Writing Experience: Research Reports, Blog Posts, PowerPoint presentations, Pitch Decks * Product Knowledge: Stocks, Bonds, Options, Derivatives, Crypto, Tech, Startups * 5 years of Banking & Capital Markets experience My finance expertise spans capital markets and the venture funding space.

Financial Analysis
Pitchbook
Finance & Accounting
Business Intelligence
Forecasting
Financial Projection
PPTX
Financial Modeling
Presentations
Financial Report
Microsoft Excel
Financial Writing
$100 hourly
Abdur Rehman A.
- 4.9/5
- (67 jobs)
As a go-to expert for startups, SMBs, investment management firms, and consulting firms, I offer a wide range of services, including: - Pitch decks - Business plans - Financial models - LinkedIn Thought Leadership - Real estate underwriting models - Business analysis - Offerings memorandums - Market research - Marketing strategy - Financial content writing I also specialize in immigration business plans and pitch decks for United States, Canada and UK, including E-2 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP and Start-up Visa for Canada, and UK's Founders Visa. have also worked in Risk & Compliance advisory, working with large Canadian banks on EDD reviews of High Risk Customers, PEP, as well as compliance audits. Let me help you navigate the financial landscape and achieve your business goals. Contact me today to learn more.

Financial Analysis
Anti-Money Laundering
Immigration Business Plan
Business Report
Financial Planning
Industry Research
Microsoft Excel
Equity Research
Financial Reporting
Investment Research
Pitch Deck
Business Plan
Financial Projection
Company Research
Report Writing
$40 hourly
Batul A.
- 5.0/5
- (17 jobs)
I am a certified CPA and ACCA member, along with holding a bachelor's degree from Oxford Brookes University, offering comprehensive services as a Cryptocurrency Tax Advisor. My expertise lies in the intricate world of cryptocurrency taxation, where I provide solutions to your digital asset tax issues. Services I Offer: As a professional Crypto Tax Adviser, my services encompass a broad range of areas within the crypto tax field. They include, but are not limited to, the following: ✅ Detailed advice on the tax implications of your cryptocurrency transactions. ✅ Preparation and filing of cryptocurrency taxes for individuals and businesses. ✅ Understanding and applying tax legislation specific to your location. ✅ Crypto tax planning to minimize tax liability. ✅ Audit representation related to crypto tax matters. Crypto Software Proficiency: I am proficient in various crypto tax software to make the crypto tax filing process more accurate, efficient, and hassle-free. Some of the crypto tax software I work with includes: ✅ CoinTracking.info ✅ TokenTax ✅ ZenLedger ✅ Koinly ✅ Cointracker Please reach out if you are looking for a reliable, knowledgeable, and proactive cryptocurrency tax professional who understands the unique challenges of this dynamic field. Looking forward to partnering with you on your cryptocurrency journey! Best regards, Batul

Financial Analysis
International Taxation
Intuit QuickBooks
US Taxation
Crypto Exchange Platform
Cryptocurrency
Crypto Wallet
Crypto Asset
Blockchain, NFT & Cryptocurrency
Wave Accounting
Financial Modeling
Accounting Tools Setup
Financial Accounting
Bookkeeping
Data Entry
$75 hourly
David G.
- 5.0/5
- (17 jobs)
- Project manager & grant writer with a decade of experience bridging the corporate and technical sides of businesses - Tens of millions in successful government grant applications - Expertise in lithium-ion batteries, vehicle electrification and aerospace

Financial Analysis
Technical Project Management
Contract Negotiation
Project Management
Scheduling
Test Development
Project Budget
Proposal Writing
Due Diligence
Grant Writing
Technical Writing
Microsoft Excel
Budget Proposal
Editing & Proofreading
$175 hourly
David B.
- 5.0/5
- (26 jobs)
Background I spent years in private equity and have helped multiple high-growth startups scale their business, mainly through providing managerial and financial guidance/robustness. Pairing my finance background with early-stage operational experience enables me to provide clients with comprehensive guidance across various domains. Track Record To date, I have helped +20 companies, in aggregate worth +$100M, with fine-tuning their operations, raising capital, and developing/refining their financial infrastructure. I am always more than happy to have a conversation, so please don’t hesitate to reach out. Best, David

Financial Analysis
Real Estate Financial Model
Real Estate Financial Modeling
Financial Model
FinTech
FinTech Consulting
Finance
Finance & Accounting
Financial Consulting
Startup Company
Forecasting
Real Estate Acquisition
Startup Consulting
Microsoft Excel
Startup Pitchbook
Financial Modeling
$40 hourly
Mahesh B.
- 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 Writing
Business Writing
Investment Research
Business Analysis
Business Plan
Startup Consulting
Business Proposal
Financial Modeling
Business Valuation
Financial Projection
Microsoft Excel
$80 hourly
Joshua A.
- 5.0/5
- (29 jobs)
AltKey Solutions | Josh A. 🌟 "Leading a team of Excel powerhouses, I bring the pinnacle of financial acumen and unmatched Excel mastery directly to your projects." 🌟 Hello! I'm a seasoned Finance Professional with a rich background in high-stakes environments, including a senior role at a top tier Private Equity firm and as an Investment Banking Associate at a major bank. With a proven track record of excellence, I am in the elite top 1% of Excel users globally. What sets me apart: * Excel Mastery: Not only do I create advanced financial models, but I also design solutions that streamline processes, enhance analytics, and drive efficiency. From intricate formulas to dynamic reports, I transform complex data into actionable insights. * Financial Expertise: My extensive experience in private equity and investment banking allows me to offer expert services in personal finance, portfolio management, and financial analysis. I am adept at turning financial chaos into structured, profitable strategies. * Project Leadership: As the leader of a team of highly skilled Excel users, I've successfully managed projects that demand precision, innovation, and strategic acumen. My hands-on approach ensures that every project is executed with the highest standards of excellence and accuracy. * Client-Centric Approach: With numerous freelance projects under my belt, I understand the dynamics of remote work and client relations. My commitment is to deliver top-tier results, tailored to meet the unique needs and objectives of each client. Your success is my priority. * AI Integration Expertise: My proficiency doesn’t stop at Excel; I am adept at incorporating advanced AI technologies to supercharge financial models and data analysis. This unique skill set allows me to leverage machine learning algorithms and natural language processing to provide predictive insights, automate complex tasks, and optimize financial decision-making. By integrating AI with traditional financial tools, I deliver future-ready solutions that keep you ahead in a rapidly evolving digital landscape. With a substantial track record in finance, developed through pivotal roles at top-tier institutions, I am well-prepared to offer exceptional value and insights from day one on Upwork. My extensive experience, acquired off-platform, positions me uniquely to contribute to projects that demand nuanced skills and meticulous attention. I am enthusiastic about utilizing my expertise to support a broader range of clients and initiatives on this global platform. Hiring me means you're not just getting an Excel expert; you're getting a strategic partner who will go above and beyond to ensure your financial strategies are sound, efficient, and effective. Let’s connect and discuss how I can bring your project to the next level of excellence. Your financial success is just an Excel sheet away!

Financial Analysis
Investment Strategy
Real Estate Financial Modeling
Financial Consulting
Small Business Administration
Financial Presentation
Financial Accounting
Finance & Accounting
Microsoft PowerPoint
Excel Macros
Excel Formula
Finance
Real Estate
Financial Modeling
Microsoft Excel
$40 hourly
Rita A.
- 5.0/5
- (2 jobs)
I understand that growing a business could be challenging especially when combined with the tasks of keeping your books. Hence I'm here to relieve you off the task of keeping your books. My Name is Rita Akhibi, I use the QuickBooks Online platform to help you with your day-to-day financial decisions coupled with all my combined knowledge, experience, and expertise gathered from the financial institution in the past 23 years, working in the bank as a branch manager and also in a brokerage firm as a compliance manager. Let me help you with the following; - Daily Bookkeeping - Bank Account Reconciliation - Payroll Services - Quick Book Services -QuickBooks consulting -QuickBooks setup -Book Cleanup -Consulting - Financial Reporting & Year End Accounts -Item List and Chart of Account Organization - Bank and Credit Card Reconciliations -Payroll and Payroll taxes for various industries.

Financial Analysis
Customer Service
Payroll Accounting
Microsoft Office
Compliance
Risk Analysis
Accounting
Income Statement
Balance Sheet
Journal Entries
Communication Skills
Bank Reconciliation
Invoicing
Bookkeeping
$75 hourly
Mitchell W.
- 5.0/5
- (3 jobs)
I help businesses achieve their strategic goals and drive growth. With experience in mergers & acquisitions, I offer a comprehensive suite of services including financial analysis, modeling, valuation, projections, and negotiation. How I Can Help: Strategic Insight: Providing actionable insights that align with your business goals. Financial Analysis: Conducting detailed financial analysis to support decision-making. Financial Modeling: Developing robust financial models for planning and forecasting. Valuation: Performing thorough valuations to guide investment decisions. Projections & Forecasting: Creating detailed financial projections to support decision-making and secure funding. Negotiation Skills: Skilled in negotiating deals that maximize value and minimize risk. If you're seeking a finance and strategy partner who can provide expert guidance and support, let's connect and explore how I can contribute to your business' success.

Financial Analysis
Venture Capital
Microsoft Excel
Management Consulting
Financial Presentation
Private Equity
Financial Consulting
Business Consulting
Due Diligence
Acquisitions
Mergers & Acquisitions
Financial Projection
Financial Modeling
Financial Analysis & Valuation
$45 hourly
Kennix L.
- 5.0/5
- (8 jobs)
I'm a member of both ACCA & CPA Ontario who has over ten years of working experience in the HK accounting field, both financial & management accounting. My last full-time position was as a Finance Analyst in a loyalty program company. I'm confident that I can complete the job on time and accurately. I'm looking for some long-term freelance jobs in accounting or book-keeping duties.

Financial Analysis
Management Accounting
Financial Reporting
Microsoft Power BI
Intuit QuickBooks
Account Reconciliation
Tax Preparation
Budget Management
SAP
Bank Reconciliation
Microsoft Excel
$65 hourly
Brandon C.
- 5.0/5
- (12 jobs)
Hi, I’m Brandon, a Canadian Chartered Professional Accountant (CPA,CMA) & Fractional CFO with over a decade of experience helping service-based businesses take control of their finances. My expertise lies in setting up and maintaining bookkeeping systems, managing cash flow, and handling all types of Canadian tax returns, from corporate tax (T2) to personal (T1), payroll taxes and GST/HST filings. I help business owners stay organized, financially secure, and confident in their numbers—without the overwhelm. About Me: I specialize in financial strategy, bookkeeping system setup, and full-service tax preparation for Canadian businesses, ensuring your finances are structured, optimized, and working for you—not just the CRA. My clients appreciate my clear, straightforward approach—no confusing tax jargon, no messy financials—just accurate numbers, organized systems, and expert tax handling so you can grow with confidence. Services Offered: ✔ Fractional CFO Services – Cash flow planning, forecasting & financial advisory ✔ Bookkeeping System Setup & Maintenance – Organized, efficient, and tailored to your business ✔ Full-Service Canadian Tax Preparation – Corporate (T2), Personal (T1), GST/HST, and year-end tax filings We might be a great fit if: 🚫 Your books are messy, and tax season feels overwhelming. I’ll set up and maintain a system that keeps everything organized. 🚫 You need a reliable accountant who understands Canadian tax laws. I handle corporate, personal, and GST/HST filings so you never have to stress about compliance. 🚫 Your cash flow is unpredictable, and you need better financial planning. I help businesses optimize cash flow and make smart financial decisions. ✨ You focus on running your business—I’ll handle the numbers! ✨ Certifications & Software Proficiency: 📜 Xero Advisor Certified – Expertise in Xero’s bookkeeping and financial management features for seamless client advisory. 📜 Fathom Advisor Certified – Advanced skills in financial reporting, cash flow forecasting, and performance analysis. 💡 Need an accountant who can set up and maintain an organized bookkeeping system, optimize cash flow, and handle your Canadian tax filings with accuracy? Let’s talk! Click the green ‘Invite to Job’ button, send me a message, and let’s take your business finances to the next level!

Financial Analysis
Academic Writing
Writing
Business Writing
Accounts Receivable Management
Goods & Services Tax
Corporate Tax
Sales Tax
Xero
Accounts Payable Management
Data Analysis
Tax Accounting
Tax Preparation
Intuit QuickBooks
Bookkeeping
Cash Flow Analysis
Bank Reconciliation
Account Reconciliation
$50 hourly
Catherine Tracy C.
- 4.5/5
- (49 jobs)
Licensed CPA, CGA in Canada with 15+ years of Canadian accounting experience. I have been running a sole accounting practice for the past 9 years providing the following services: - Full-cycle accounting (A/R and A/P, preparing daily/month-end journal entries, performing GL account and bank account reconciliations, preparing month-end financial statements) - Setting up accounting software, including chart of accounts - Setting up and tracking inventory/capital assets - Notice to Reader Financial Statement Preparation - Analyzing financial statements and preparing financial reports for management - Budget Preparation - Financial accounting and reporting software implementation. My experience includes financial software implementation (Prophix), several integration setups (such as between QuickBooks Online and Amazon, QuickBooks Online and BigCommerce, Shopify and Xero, Stripe and Xero, Payment Evolution and Xero). Through my work experience and education, I have gained a sound understanding of accounting standards/practices and have worked with several accounting software including QuickBooks Online, QuickBooks Desktop, Xero (I am a Xero Certified Pro-Advisor), Sage 50 (formerly Simply Accounting), AS 400 and Microsoft Dynamics Great Plains. I am also proficient in Microsoft Office with Advanced Excel skills. I am a highly self-motivated, detail-oriented and analytical person with a keen eye for accuracy. I take pride in my work and it’s important to me to provide excellent services for my clients. At this time, I only provide accounting services for businesses based in Canada. Thank you, Tracy

Financial Analysis
Bookkeeping
Xero
Cash Flow Statement
Financial Reporting
CPA
Financial Accounting
Payroll Accounting
Intuit QuickBooks
Balance Sheet
Bank Reconciliation
Microsoft Excel
$47 hourly
Graham L.
- 4.9/5
- (63 jobs)
Native English Speaker. I am a PowerPoint Freelancer (FreelancePowerPoint.com). I am an entrepreneur, business professional, and an award winning MBA. Basically, I am a business nerd. I build stunning PowerPoint slide decks. My goal is to make you look impressive to your audience. You can see examples of my work on my site: FreelancePowerPoint.com I believe in earning your business. I will happily give you a demonstration of what I can do for your next PowerPoint project. Investor Pitch Decks College Lectures University Lectures Sales Presentations Motivational Speeches And more...

Financial Analysis
Business Mathematics
Microsoft PowerPoint
Microsoft Excel
English
Business Analysis
$95 hourly
Kelin A.
- 4.8/5
- (117 jobs)
Helping Businesses Secure Funding & Achieve Growth Hi, I’m Kelin, a business plan and financial modelling expert specializing in investor-ready business plans, detailed financial models, and high-impact pitch decks. Over the past decade, I’ve helped startups and established businesses secure over $1.6 billion in funding, including SBA loans, private investments, and immigration-related approvals. How I Can Help - Investor-Ready Business Plans – Designed for lenders, investors, and strategic growth. - Financial Modelling & Projections – Precision-driven models that align with funding requirements. - Immigration Business Plans – IRCC & USCIS-compliant plans for startup and investor visas. - Tailored Funding Strategies – Positioning your business for success. I bring 10+ years of expertise across industries, helping businesses refine their strategies, attract investment, and navigate complex financial landscapes. Let’s turn your vision into a compelling, fundable roadmap for success. Ready to take your business to the next level? Let’s talk!

Financial Analysis
Pitchbook
Business Writing
Financial Planning
Business Valuation
Valuation
Business Consulting
Forecasting
Investment Preparation
Business Planning & Strategy
Pro Forma Statement
Financial Modeling
Financial Model
Elevator Pitch
Pitch Deck
Loan Approval
Immigration Business Plan
Business Plan
Business Plan Writing
$25 hourly
Rezvan B.
- 4.9/5
- (46 jobs)
I have a Bachelor degree in accounting. Like all junior accountants, I started my work as a bookkeeper and promoted rapidly toward a professional tax accountant and financial manager after 2 years. I have now 7 years of experience in financial area and had the honor of working with many companies in my home country and also worldwide in different areas of industry such as Financial Services, Health Products, Currency Exchange Institutions, Wholesalers, Retail Sellers, etc. I do enjoy all activities in financial area. One of my main pleasures in life is choosing a career that perfectly suits my personality as a careful, interested in challenge, and passionate for analysis person. Of my favorite tasks in accounting are reconciliations and financial reports which I attend as a joy more than job. I have experience in working on payroll, payable accounts, chasing customers for payments, bank reconciliations, and literally all activities related to an accountant and a financial manager. I am a certified advanced ProAdvisor for Quick Books Online.

Financial Analysis
Data Entry
Microsoft Word
Financial Reporting
Bookkeeping
Financial Management
Microsoft Excel
Financial Accounting
$30 hourly
Andrew W.
- 5.0/5
- (29 jobs)
Hi there! I'd be happy to take the financials off your to-do list. I have 5+ Years of professional Accounting & Consulting experience in: ✅ Quickbooks, Xero, Sage ✅ Bookkeeping & Accounting ✅ Back-office Administration ✅ International & Cross Border Business ✅ Foreign Currency Conversion ✅ E-Commerce I have worked with hundreds of international Businesses selling products through E-Commerce platforms. I've with Shopify, Amazon, Paypal, Etsy, all major banks, Brex, Quickbooks, Xero, Sage, Gusto, ADP, Intuit, Stripe, Square and many more. I can help share software best practices (Payroll, Merchant, Marketing, Etc), expert advice on how to automate your business and increase efficiency. My Management and bookkeeping services help your business streamline and automate your company's financials.

Financial Analysis
Shopify
Sage 50cloud
Xero
Automation
Bookkeeping
Payroll Accounting
Income Statement
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Account Reconciliation
$70 hourly
Bruce R.
- 5.0/5
- (32 jobs)
I have over 20 years experience as a business and financial consultant with a wide range of skills in bookkeeping, personal financial planning, tax, business start up and business planning, commercial mortgages, financial modelling, real estate investing, financial software design and development. I am a Certified Bookkeeper, and for over 15 years I have provided bookkeeping on a freelance basis for all types of small businesses such as restaurants, general contractors, self employed individuals/trades people, software companies, real estate companies, investment companies etc. I have also worked as a licensed commercial mortgage agent originating and underwriting loans for hotels, apartment buildings, office buildings, shopping centers and construction projects in the U.S., Canada and the Caribbean. In addition, I have written loan packages for presentation to lenders and created pitch decks and offering memorandums for raising capital from investors. I have also been involved in raising capital for development projects using syndicate mortgages and limited partnership structures. I have strong experience in financial modelling and analysis for real estate investments using MS Excel. I have created many financial proforma’s, discounted cash flow valuations, budgets, JV investor payouts and waterfalls along with the requisite graphs, financial ratios and statistics. Property types would include hotels, multi-family, retail, office self storage, and ground up construction projects. Lastly, for over thirteen years I was a licensed Investment Advisor and worked in the areas of financial planning, portfolio management and investing in stocks, bonds, ETF's and mutual funds. At the same time I also developed financial software programs for use by my industry peers. Please look at my Profile/Portfolio and education profile to learn more.

Financial Analysis
Personal Finance
Finance
Personal Finance & Wealth Management
Discounted Cash Flow
Forensic Accounting
Financial Modeling
Portfolio Management
Financial Planning
Financial Software
Real Estate Financial Modeling
Financial Projection
Microsoft Excel
Bookkeeping
Intuit QuickBooks
$20 hourly
Ali A.
- 4.2/5
- (53 jobs)
Welcome to GrowthWise, Your One-Stop Solution for Business Consulting, Sales, Lead Generation, and Admin Assistant Services We pride ourselves on being your trusted partner in driving business growth and efficiency. With a dedicated team of experts, we offer a comprehensive suite of services tailored to meet your specific needs. Whether you're a startup looking to scale, an established business seeking to optimize operations, or an entrepreneur in need of administrative support, we've got you covered. Our Services: Business Consulting: From strategic planning to market research, we provide insightful guidance to help you navigate challenges and capitalize on opportunities. Our experienced consultants work closely with you to develop actionable strategies that drive sustainable growth and success. Sales: Boost your revenue and expand your customer base with our sales expertise. We specialize in crafting effective sales strategies, conducting targeted lead generation campaigns, and closing deals that drive results. Let us help you achieve your sales goals and take your business to the next level. Lead Generation: Say goodbye to cold calling and hello to qualified leads! Our lead generation services are designed to connect you with potential customers who are genuinely interested in your products or services. Using a combination of proven techniques and advanced tools, we deliver high-quality leads that convert into sales. Admin Assistant Services: Streamline your operations and free up your time with our admin assistant services. Whether it's managing emails, scheduling appointments, or handling day-to-day tasks, our virtual assistants are here to support you every step of the way. Let us take care of the administrative burden so you can focus on what you do best – growing your business. Why Choose GrowthWise.ca: Expertise: Our team brings years of experience and a diverse skill set to the table, ensuring that you receive top-notch service and results-driven solutions. Personalized Approach: We understand that every business is unique, which is why we take the time to understand your specific needs and tailor our services accordingly. Reliability: You can count on us to deliver on time, every time. We pride ourselves on our professionalism, integrity, and commitment to exceeding your expectations. Affordability: Our services are competitively priced to provide maximum value without breaking the bank. We believe that growing your business shouldn't cost a fortune.

Financial Analysis
Resolves Conflict
Customer Acquisition Strategy
Contract Negotiation
Cold Calling
Business Consulting
Management Development
Price & Quote Negotiation
Draft Correspondence
Human Resources Consulting
Financial Consulting
Digital Marketing Strategy
Light Project Management
Business with 100-999 Employees
Budget Management
$25 hourly
Salman C.
- 5.0/5
- (13 jobs)
Welcome to my Upwork profile! Get ready to unlock the success of your business! 🏆 I am an ACA and Fractional CFO with more than 15 years of professional experience in Accounting Bookkeeping and Financial modeling, 7 of those years spent with PwC. My professional knowledge of accounting concepts ensures that financial records are current, accurate, and compliant. I am also knowledgeable in financial analysis and modeling, offering financial modeling and analysis to assist owners and executives in meeting their goals and making wise business decisions. ✅ I have served more than 300 businesses. As a full-time freelancer, I specialize in Accounting, bookkeeping, business feasibilities, financial projections, market research, financial modeling, and startup fundraising. 🔵 Here's what I can help with: - Predicting future finances and creating models to illustrate them - Accounting/ Bookkeeping - Preparing and analyzing financial statements - Assessing investment values using methods such as DCF and CCA - Conducting business performance analysis and cost assessment - Budget planning and cost control - Conducting extensive market research and analysis - Providing strategic guidance for growth and maximizing profitability in business planning - Business valuation projections - Operational and expenditure planning - Creating investor presentations 🔵 When I create models for you, they'll be: - Flexible, allowing for adjustments in revenue and expenditure assumptions - Based on thorough research - Capable of showing various potential outcomes and their business impacts - Well-designed with clear, easy-to-understand charts and graphs - Rigorously checked to ensure accuracy 🔵 I've developed models for businesses in these sectors: - Supply chain - Blockchain - Retail - Real estate - IT I excel at explaining complex financial concepts to diverse audiences, including clients, executives, and investors, thanks to my strong communication skills. 🔵 Bookkeeping and Accounting Expertise: ✅ Expert in maintaining accurate financial records and ensuring compliance with accounting standards ✅ Proficient in QuickBooks Online and other accounting software ✅ Efficient in managing accounts receivable and accounts payable ✅ Skilled in bank reconciliations and ledger management ✅ Strong attention to detail and organizational skills to manage financial data effectively ✅ Experienced in preparing monthly, quarterly, and annual financial reports ✅ Ability to streamline bookkeeping processes and improve financial accuracy 🔵 Specialized in Financial Management & CFO Services: ✅ 15+ years of experience in large organizations ✅ 300+ businesses served ✅ Information Memorandum for Businesses ✅ IFRS/Accounting Expert ✅ Business Projections & Financial Modeling Expert ✅ Development of Policies & Procedures ✅ Business Process Improvement and Profitability Optimization 🔵 Experienced CFO Offering Fractional CFO Services: ✅ Budgeting & Forecasting ✅ Business Planning ✅ Cashflow Management ✅ Investment Management ✅ Financial Insights, Reporting, and Dashboards ✅ Business Valuations Let's work together to achieve your business goals and ensure your financial success!

Financial Analysis
Tax Accounting
Financial Projection
Accounting Basics
Intuit QuickBooks
Payroll Accounting
Accounts Receivable
Business Plan
Bank Reconciliation
Accounts Payable
Financial Modeling
Finance & Accounting
Bookkeeping
$25 hourly
Neha Saroj G.
- 4.7/5
- (77 jobs)
I am a full time freelancer, write articles, blogs, research reports, and also take up administrative work. I have been in the financial space for over ten years now and have earned my MBA degree from Symbiosis Centre of Distance Learning in 2009. But, my passion for finance led me to pursue Chartered Financial Analyst (CFA) course from US University. I have successfully completed Level III of CFA. I have worked on financial reports, blogs, forex, cryptocurrencies, and hedge funds. Have frequently written on niche like personal finance, technology, breaking news, and entertainment can write on any niche. I am good at reading filings of hedge funds and companies. I am also good at wordpress, trello, jira and other work portals.

Financial Analysis
Financial Writing
Quantitative Finance
Project Finance
Financial Modeling
Article Writing
Article Spinning
Financial Presentation
Financial Model
Cryptocurrency
Blog Writing
Equity Research
Data Entry
SEO Keyword Research
SEO Writing
$70 hourly
Ahmed E.
- 5.0/5
- (9 jobs)
Hello, I’m Ahmed, a seasoned financial consultant based in Toronto, Canada, with over 14 years of experience helping businesses in Canada, the USA, and the Middle East thrive. My passion lies in transforming financial challenges into opportunities for growth by providing tailored, results-driven solutions. What I Do: ======== I specialize in corporate finance, where I help businesses: - Raise Capital (Debt & Equity): Secure funding by negotiating with banks, investors, and financial institutions. - Prepare Comprehensive Financial Plans Develop business plans, financial models, and strategies that attract capital and drive business success. - Mentor Startups: Guide entrepreneurs from idea inception to actionable plans, helping them become investment-ready and scale their ventures. My Expertise: ========== With a background in private equity, venture capital, and senior roles at multinational banks, I bring a wealth of experience across: -Debt Structuring and Fundraising -Business Planning and Financial Modeling -Investment Advisory (Structuring, Valuations, and Due Diligence) -Portfolio Optimization and M&A Consulting -Startup Strategy and Mentorship Track Record of Success: ==================== -Raised millions of dollars for clients across diverse industries, including real estate, manufacturing, F&B, and technology. -Supported startups in securing seed and growth-stage funding by crafting investment-ready business plans. -Negotiated favorable terms with banks and investors, unlocking new growth opportunities for clients. -Helped clients optimize operations through financial analysis and management consulting, driving profitability and scalability. Why Work With Me? ============== -Global Reach: Extensive experience working with clients in Canada, the USA, and the Middle East, ensuring culturally and regionally relevant solutions. -Proven Expertise: A history of delivering results for startups, SMEs, and established corporations in raising funds and achieving financial transformation. -Comprehensive Services: From financial modeling to debt negotiations, I provide end-to-end support tailored to your business needs. -Startup Mentor: As a founder myself, I understand the unique challenges of building a business and provide actionable guidance to help you succeed. Let’s Work Together Whether you’re looking to raise capital, create a robust financial plan, or transform your business idea into a thriving venture, I’m here to help. Let’s collaborate to achieve your financial goals and unlock your business’s full potential. Contact me today to get started on your journey to success!

Financial Analysis
Financial Planning
Financial Modeling
Corporate Finance
Commercial Lending
Credit Repair
Financial Writing
Business Writing
Business Analysis
$45 hourly
Chintan R.
- 4.9/5
- (7 jobs)
A number cruncher who enjoys going beyond number crunching to be a trusted adviser for business partners. A data enthusiast who helps business partners make evidence-based decisions using analytics and visualization with complex data. I love dwelling into the data to find actionable insights and present them in easy to read visualizations. My expertise – evolved over 15 years working across different projects – include: - Data Analytics and Visualization (Tableau and Power BI) - Microsoft Excel (Formulas, Vlookups, Pivots, Power Query/Pivots, Macros, VBA) - FP&A (Financial Analysis and Modeling) - Forecasting & Budgeting - Business Analysis - Process Automation and Optimization - Microsoft Office (PowerPoint, Word, Access)

Financial Analysis
Process Improvement
Microsoft PowerPoint
Financial Modeling
Business Analysis
Data Analysis
Dashboard
Tableau
Data Visualization
Microsoft Excel
$50 hourly
Hussain Z.
- 5.0/5
- (33 jobs)
Experienced Real Estate Financial Analyst with a track record of underwriting $6+ billion in real estate transactions. As a full service real estate analyst, I can help you with all your underwriting, investment analysis, financial modelling, pitch decks, due diligence and market research needs. Qualifications: - CFA (Chartered Financial Analyst) - MBA, University of Toronto, Canada Over the last 10 years, I have worked with some of the top tier North American real estate investment firms and developers, analyzing and underwriting commercial and residential real estate across the US and Canada. My focus has been on underwriting deals ranging from $2 million to $500 million, and I have developed comprehensive financial models, offering memos, pitch decks and investor reports. Experienced in real estate assets of all types, I am currently a lead on underwriting new developments and value add projects across the US and Canada. My responsibilities include: • Building financial models and underwriting deals • Creating and designing professional pitch decks and offering memorandums • Conducting thorough investment analysis, due diligence and market research • Determining optimal deal structure and capital stack • Managing post-closing asset management (project tracking, budget variances, running KPIs) • Investor reporting and asset disposition, including calculating multi-tier return waterfalls (IRR, ROI, CoC, EM, etc.) • Experienced in ARGUS, RealPage, CoStar, Quickbooks and other real estate platforms Proficient in underwriting residential and commercial real estate projects of all types: -Multifamily -New development -Value-add acquisitions -Purpose built rental -Condos -Apartments -Single family -Land Assembly -Multi phased projects -Offices -Industrial -Retail Comprehensive Financial Models will include: -Project Specific Inputs/Assumptions -Cashflow Projections/Forecast -Project Budget -Financing/Debt Assumptions -Complete Debt Schedule -Asset Valuation -Project Returns (IRRs, ROI, Equity Multiple, etc.) -Investor Partnership Return Distribution Waterfall (LP/GP structures, Preferred Returns, etc.) -Sensitivity Analysis -Key Metrics/Ratios Analysis (e.g. IRR, DSCR, Debt Yield, Equity Multiple, etc.) Financial Model | Financial Modelling | Investment Analysis | Due Diligence | Underwriter | Real Estate Analyst | Investment Analyst | Feasibility Study | Pro Forma | Cashflow | Market Research | Market Analysis | Pitch Deck | Offering Memorandum | Offering Memo | Private Placement Memo | PPM | Asset Management | Investor Reporting | Accounting | Bookkeeping |

Financial Analysis
Real Estate Investment Assistance
Real Estate Financial Modeling
Chartered Financial Analyst
Underwriting
Financial Modeling
Financial Projection
Microsoft Excel
$100 hourly
Lauren B.
- 5.0/5
- (20 jobs)
10+ years of professional finance experience in portfolio management, financial planning, investment analysis and financial modeling. Charted Financial Analyst (CFA) charterholder Financial Modeling and Valuation Analyst (FMVA) I can help with the following: • Financial copywriting • Financial planning • Investment analysis • Financial models • Dashboards and data visualization • Microsoft Excel and Microsoft PowerPoint

Financial Analysis
Financial Modeling
Financial Planning
Business Valuation
Investment Strategy
Investment Research
Financial Writing
Blog Content
Copywriting
Microsoft Excel
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