Hire the Best Financial Analysts in California

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

With over 10 years of experience in both the public and private sectors, I serve as the Principal of Atlantis Tax Group, leading a team that provides comprehensive tax and financial services to individuals and businesses. As an Enrolled Agent licensed to represent clients before the IRS, I ensure that our clients receive expert guidance on all tax matters, and I am currently working towards obtaining my CPA license to further enhance our service offerings. My expertise includes: Tax Preparation & Planning: Federal and state tax preparation for individuals, small businesses, and corporations, with a focus on strategic tax planning to minimize liabilities and optimize financial outcomes. Bookkeeping Services: Accurate financial record-keeping, including reconciliation, financial reporting, and payroll services, ensuring businesses maintain up-to-date financials. IRS Filings & Representation: Handling various IRS filings and providing representation during audits, ensuring clients remain fully compliant with tax regulations. Business Consulting: Financial advisory services to help businesses improve profitability, streamline operations, and make informed financial decisions. At Atlantis Tax Group, my goal is to provide personalized, expert service that gives clients peace of mind, whether they are looking to optimize their tax strategies or ensure financial accuracy in their business operations.

🎯 Founder@VCFO Solution (M&A, Fundraising&Fractional CFO) & Three Infinity (Hybrid Capital & Tech Advisory) 📚 CFA, CPA, CA, MBA (Ex-Big 4 Accounting Firm & Investment Banking & PE/VC & Corporate Finance Partner for companies at various stages and industries) 📍 15+ Years | M&A Due Diligence | Fundraising | CFO Services I operate at the absolute intersection of capital logic and Tech execution. As the founder of 3 Infinity and VCFO Solution, I provide "Plug-and-Play Transaction Services" for Search Funds, Private Equity, Strategic Buyers, and Growth Stage Companies. Backed by $18B+ in executed Wall Street transaction experience, I deploy tech-accelerated workflows to reduce fundraising, M&A and financial transformation timelines by 70%. ⸻ 💼 Core Expertise & Mandates ✅ Quality of Earnings (QoE-Lite) & M&A Diligence • Rapid EBITDA Normalization & Add-back validation • Working Capital reconstruction & Red Flag analysis • Converting messy target data rooms into audit-ready diligence memos ✅ M&A Financial Modeling & Valuation • Dynamic 3-Statement LBO & Acquisition modeling • Post-close integration & synergy tracking • Cap Table dilution & scenario stress-testing ✅ Exit-Ready Financial Infrastructure (Seed to Series D) • Board-level KPI & Unit Economics (CAC/LTV) modeling • Institutionalizing fragmented startup financials to survive VC scrutiny ⸻ 🔍 Why Partner With Me? You are not hiring a freelancer; you are partnering with an Tech-Accelerated Advisory Firm. By utilizing advanced data-structuring tools, I eliminate the bloated overhead of traditional advisory firms, delivering Wall Street rigor at venture speed. Note: While my consulting rate reflects the institutional expertise and transaction velocity I provide, I primarily operate on a flat-fee, project-based model (e.g., QoE delivery, M&A modeling, Fractional CFO) to ensure total alignment on timelines and outcomes. 💬 Message me to discuss your next project!

I am a Financial Analyst with over 10 years of experience in financial reporting, budgeting, forecasting, and variance analysis. I specialize in transforming raw financial data into accurate and easy-to-understand reports using Excel, Power Query, and Power BI. I can help with: • Financial reporting • Budget vs. Actual analysis • Forecasting and variance analysis • Excel dashboards and Pivot Tables • Power Query data transformation • Data reconciliation • Financial modeling • Ad hoc financial analysis I focus on delivering accurate reports, identifying trends, and helping businesses make data-driven decisions.

My top skill is the ability to write clearly whether it is technical or article writing and is what I enjoy most in addition to B2B selling at Banking and Real Estate Association meetings. I am experienced in market research and interviewing people to obtain data, as well as financial and market analysis. I am proficient in Microsoft Excel and Word.

"Hello! I’m a highly skilled financial analyst with a passion for organizing and manipulating complex datasets to drive informed decision-making. With a strong foundation in corporate finance, advanced Excel, and financial modeling, I specialize in turning raw data into clear, actionable insights. Here’s what sets me apart: Data Organization & Manipulation: Expertise in cleaning, structuring, and analyzing large datasets to ensure accuracy and usability. Financial Modeling Mastery: Skilled in developing comprehensive financial models for forecasting, scenario analysis, ROI evaluation, and budgeting. Advanced Excel Solutions: Proficient in creating complex formulas, VBA macros, pivot tables, and dynamic dashboards tailored to business needs. Corporate Finance Acumen: Deep experience with sales and margin tracking, budget forecasting, and financial reporting. Data Visualization Expertise: Clear and impactful visualizations, including waterfall graphs, performance dashboards, and KPI trackers. Real Estate & Property Insights: Secondary focus on multifamily valuation and property management financial strategies. I take pride in delivering precise and efficient solutions that simplify decision-making for businesses. Let’s collaborate to unlock the power of your data and achieve your financial goals!"