Name: Financial Analysts
Brand: Upwork
Rating: 4.8 (343 reviews)

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Clients rate Financial Analysts

4.8/5

based on 343 client reviews

$220 hourly
- 5.0/5
- (61 jobs)
Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.

Financial Analysis
IRS Income Tax Audits
IRS Resolution
Financial Modeling
International Taxation
Tax Preparation
Tax Law
$70 hourly
- 5.0/5
- (13 jobs)
Over 7 years working as an external auditor for the State performing regulatory, operational and financial compliance, and financial reviews. Have analytical, problem-solving, diagnostic, researching, and project management skills. Write audit reports. Have a Bachelor in Accounting, MBA in Finance, and a CPA license. Have knowledge of accounting standards and principles, auditing principles, stock analysis, theoretical portfolio management, real estate principles, and financial analysis of firm. Here to make extra money. Glad to assist in your accounting, auditing, or financial needs.

Financial Analysis
Cost Accounting
Financial Reporting
Financial Management
Financial Statement
Financial Presentation
Real Estate Financial Modeling
Financial Accounting
Financial Audit
$200 hourly
- 5.0/5
- (15 jobs)
I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.

Financial Analysis
Financial Reporting
Financial Presentation
Chartered Financial Analyst
Financial Management
Due Diligence
Corporate Finance
Financial Modeling
Mergers & Acquisitions
$195 hourly
- 5.0/5
- (67 jobs)
Thirty-two (32) years of experience in commercial real estate, including retail, office, industrial, & multi-family properties. Skilled management consultant and broker. I routinely work as an Expert Witness in commercial real estate disputes and have experience testifying at trial. I teach commercial real estate courses as a part-time Course Facilitator in Cornell University's eCornell online certificate program. Expert in triple net (NNN) and other types of commercial real estate leases, audit of NNN expenses, asset management, lease abstraction, lease administration, leasing, corporate real estate,, disaster planning/response, development, due diligence, facilities management, construction project management, roof and pavement management programs, and management of real estate portfolios. I have an active account with CoStar with national coverage. Former Head of Property Management for a real estate investment trust (REIT) with 5,700 properties across the United States. Whether you are a Tenant or Landlord, I work with small business owners to global corporations and would welcome the opportunity to discuss your needs. FINE PRINT: Any guidance, advice, assistance, and/or information I provided should not be considered legal or tax advice and shall in no event create any agency relationship. I am a licensed Real Estate Broker in California (DRE# 01125276). I AM NOT AN ATTORNEY.

Financial Analysis
Contract Drafting
Commercial Lease
Business Writing
Property & Equipment Lease
Business Transformation
Management Consulting
Real Estate
Business Analysis
Financial Modeling
Business Coaching
Real Estate Investment Assistance
$75 hourly
- 5.0/5
- (39 jobs)
Seasoned real estate professional with over 10 years of experience in development and investing. Commercial Real Estate Pro Financial modeling, Marketing memorandums for CRE Experienced, Analytical Analyst/Real Estate Financial Modeler During my career, I have worked on various aspects of real estate, including underwriting, due diligence, contract negotiation, property identification, financing, and management. I have a diverse background in both commercial and residential real estate and have successfully completed over $200 million in development and acquisition projects across the United States. My expertise in the industry enables me to deliver exceptional results, and I am passionate about creating value for clients through innovative real estate solutions. My most recent projects have been the successful acquisition of $20million of Commercial Real Estate Assets in Texas, Nevada and Illinois. My responsibilities were to spearhead the search, financial analysis and due diligence for each property. I was a integral person leading the team for the investor in hiring all 3rd parties involved with the Real Estate Transaction.

Financial Analysis
Investment Strategy
Construction
Financial Modeling
Underwriting
Real Estate Investment Assistance
Due Diligence
Contract Negotiation
Real Estate
$120 hourly
- 5.0/5
- (50 jobs)
Hello There, I am a freelancer with over 10 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!

Financial Analysis
Visual Basic for Applications
Chartered Financial Analyst
Valuation
Corporate Finance
Pitchbook
Pro Forma Statement
Python
Investment Research
Data Analysis
Financial Modeling
Finance & Accounting
Intuit QuickBooks
$45 hourly
- 5.0/5
- (27 jobs)
⭐⭐⭐⭐⭐"Eric is a life safer! Accounts payable using Quickbooks Online was passed on to me when our bookkeeper quit. I had very little training. After months of trying to figure it out on my own, I discovered Eric and he has been a life saver! He helped me to understand the big picture of QBO; how to correct my mistakes; how to understand reports, etc. He also helped me to better utilize Excel. He is very patient, kind, and explains things really well. I already recommended him to a friend who is trying to figure out QBO. " - Debbie E, Church of Christ I am a Quickbooks Online Expert and finance professional that helps small business owners learn and understand their business finances to take actionable steps towards more profits. Here's I can help: ✅ Establish the initial set up of Quickbooks Online (QBO), complete a catch up of your QBO, or build monthly process for the keeping up of your monthly bookkeeping. ✅ Help you select the best Apps and QBO integrations to optimize your accounting processes. ✅ Provide a look into your current and future cash flows through a planning forecast. ✅ Build a target budget and plan your profits. ✅ Help teach you the minimum required info to use Quickbooks Online. My simple three step onboarding: 1) Add me as an Accountant user to your Quickbooks Online account. 2) Provide read-only access to your bank(s), credit card(s), and any existing loan statements 3) I clean up, catch up, and set up your books so you don't have to worry about your numbers. I have been working with Quickbooks since 2018 and have my Pro Advisor certification for Quickbooks Online. If you think we are a good fit, the next step is to send me a message so we can hop on a quick call to chat about your project. And don't worry - there's no obligation to get involved, it's merely to confirm/validate if we'd be great for each other. Looking forward to connecting!

Financial Analysis
Budget Planning
Forecasting
Financial Statement
Accounts Payable Management
QuickBooks Online
Bookkeeping
Bank Reconciliation
Intuit QuickBooks
Accounting
$200 hourly
- 5.0/5
- (71 jobs)
Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.

Financial Analysis
Equity Research
Real Estate Investment Assistance
Cash Flow Analysis
Fundraising
Acquisitions
Capital Markets
Real Estate
Real Estate Financial Modeling
Microsoft Excel
Pro Forma Statement
Financial Modeling
$40 hourly
- 4.8/5
- (19 jobs)
Are you approaching a tax deadline and use QuickBooks Online, Xero, or other accounting software? I can help you ensure your books are tax-ready. I am Ahmed Taufiq, a Certified Public Accountant (CPA) with over 14 years of experience I am also a certified QuickBooks ProAdvisor and Xero Advisor, demonstrating my expertise in these essential accounting platforms. My Qualifications Certified Public Accountant (CPA) with 14+ years of experience and a proven track record Upwork Top Rated - Top 10% of talent Certified QuickBooks ProAdvisor Xero Advisor Certified My Services I provide a comprehensive suite of accounting services to help you streamline your financial operations and make data-driven decisions. My services include: - Accounting System Setup and Management: I can help you set up your accounting system, ensuring it is configured to meet your specific needs. - Record keeping: I will meticulously manage your accounts payable and receivable, reconcile bank statements, and maintain accurate financial records. - Financial Reporting and Analysis: I can generate insightful financial statements and reports to help you track your performance and make informed financial decisions. - Tax Preparation: I can assist you in preparing for tax deadlines by ensuring your books are accurate and up-to-date. - Software Expertise: I am proficient in a variety of accounting software programs, including QuickBooks, Xero, Sage, Zoho, and Wave Accounting. Why Choose Me? - End-to-End Solutions: I provide a holistic financial solution, from initial setup to ongoing maintenance and strategic financial advice. - Client-Centric Approach: I take the time to understand your unique needs and exceed your expectations. - Continuous Learning: I am committed to staying up-to-date on the latest industry trends, software updates, and regulatory changes. - Data-Driven Insights: I leverage my financial analysis skills to provide you with actionable insights to improve your business performance. - Transparent Communication: I believe in clear and consistent communication, keeping you informed throughout the entire process. Ready to Focus on What Matters Most? Let me handle your accounting needs so you can focus on what truly matters - growing your core business. Contact me today for a free consultation!

Financial Analysis
Data Analysis
Xero
Forecasting
Finance & Accounting
Sales Tax
Client Management
Financial Statements Preparation
CPA
Wave Accounting
Analytical Presentation
Internal Auditing
QuickBooks Online
Financial Consulting
US Taxation
Financial Audit
Microsoft Excel
Bank Reconciliation
Accounting
Financial Projection
Bookkeeping
Zoho Books
$99 hourly
- 4.8/5
- (65 jobs)
Hello, My name is Sugam and I look forward to being your one-stop shop CPA! Google "Clearbooks CPA" for my reviews 👨‍🚀 Who Am I? I am an experienced California based CPA & Quickbooks ProAdvisor providing full tax & accounting service to various LLCs, Partnerships, and Corporations both domestically and internationally. 📝 What do I do? I provide my clients end-to-end service from biz creation to bookkeeping/payroll maintenance & tax filings all the way to PE fundraising and dissolution. Working with me means less time being spent on communicating financial information between individuals and more time behind the financial wheel of your business! 📊Why Choose Me? As a seasoned CPA and former auditor I know not only how to implement tax strategies but also how to quantitively test them. This results in a material reduction of YOUR tax liability. Previously, I was the sole accountant at a Health-Tech Series B → C startup. I performed all the bookkeeping work and managed the various transaction cycles (receivables, payables, payroll.) Before, I spent 5 years in the public accounting space. 💼 Specific Services Tax Work - Personal/Business Tax Return Optimization - Sales/Use/Transient tax registrations and filings - Advanced Tax Strategy (§1031, CRTs, etc.) Financial Work - Monthly Bookkeeping via Quickbooks/Xero/Wave - Payroll Runs and Reports - Fractional CFO Services including budgeting, forecasting, and KPI setting Legal Entity Work - LLC/Corp Formation, Maintenance, and Dissolution - Registered Agent Administration - Statement of Information & Franchise Tax Filings Qualifications: - Active Certified Public Accountant - Certified Quickbooks ProAdvisor - Wolters Kluwer Tax Professional - PTIN registered with IRS & E-File Authorization Let me know your thoughts on a potential partnership. Feel free to text me directly via the iMessage number on my website or book a consultation at the link below Thanks, Sugam Sharma, CPA + Attest Designation

Financial Analysis
Tax Strategy
Financial Management
Cryptocurrency
Modeling
Bookkeeping
Payroll Accounting
Tax Preparation
$50 hourly
- 4.8/5
- (19 jobs)
Looking for TOP-TIER bookkeeping and accounting services from an accountant who truly cares about your success? GREAT NEWS! I take pride in helping small to medium-sized business owners grow and work toward their own financial goals. By providing elite accounting services, I give my clients financial reports that they can count on and use to make important business decisions to increase their income and cut unnecessary costs. By focusing on accuracy and efficiency, I also help my clients protect their cash flow enabling them to reinvest that money into other items like marketing or staffing costs to help support their growth. I strongly believe that an investment in my services will produce an immensely large return for you and your business by giving you clarity about your business's financial state month over month. Although I am new to Upwork, I am a seasoned bookkeeper and accountant with vast experience in bookkeeping, accounts receivable, payroll, tax preparation, and more. When it comes to accounting, I have basically done it all, but I enjoy learning more each day. I have also had success helping small businesses grow their income and clientele. I also have plenty of experience leading teams and communicating with my clients' customers to aid with collection, billing, or any finance-related questions. I have experience in all aspects of full-cycle accounting including: -Independent QuickBooks Services including setup and bookkeeping: *in portfolio, you'll see a portion of the list of my clients I have setup in QuickBooks Online from the start -Daily Categorization of General Ledger Accounts -Monthly Reconciliation of all bank accounts and credit cards -Accounts Receivable (invoicing, client communication, collection, received payments, deposits, aging summaries, deposit detail reports etc.) -Financial Reports export and thorough analysis with business owners, teaching them about how to read a PNL, Balance Sheet, and other important financial reports: *in portfolio, you will see a redacted export of company financials that I single-handedly produced for one of my current clients earlier this year -Tax Preparation (Forms 1040, 1120-S, 1065, and 1120) -Payroll (Gusto, running payroll, tip allocation calculations, notice & compliance help, etc.) Very extensive use and knowledge of the following software: - QuickBooks Online - Gusto - Microsoft Excel - Google Workspace - Dropbox - And more Looking for short-term assistance with a finance project or a long-term accounting solution? I am here to help. Open and available NOW for hourly rates, fixed-price quotes, and recurring work!

Financial Analysis
Accounting
Financial Statement
Income Statement
Financial Consulting
Account Reconciliation
Finance & Accounting
QuickBooks Online
Intuit QuickBooks
Microsoft Excel
Accounts Payable
Payroll Accounting
Balance Sheet
Budget Management
Bookkeeping
$35 hourly
- 5.0/5
- (19 jobs)
🏆 Featured in the Los Angeles Business Journal, Bisnow and Costar. Financial & Business Consultant with expertise in: ✅Financial Modeling: Advanced models for budgeting, forecasting, and investment analysis. ✅Business Planning: Comprehensive plans for startups and established businesses, including market analysis and strategic road maps. Why Choose Me? ✅Successfully supported over 1000 clients globally. ✅Precision in financial data, ensuring accuracy and reliability. ✅Tailored strategies to meet specific business needs. ✅Commitment to meeting deadlines with top-quality work.

Financial Analysis
Xero
Finance & Accounting
Market Analysis
Fundraising
Business Proposal
Business Writing
QuickBooks Online
Intuit QuickBooks
Pitch Deck
Financial Modeling
Business Plan
Financial Planning
Bookkeeping
Accounting
$175 hourly
- 5.0/5
- (68 jobs)
My Background: - Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant) - Startup fundraising, both large and small raises - Business consulting for startups in software, health care, technology, real estate, financial services, and more - FINRA Series 7, 63, 86, 87 -25 years of personal investment experience - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.

Financial Analysis
Business Plan
Industry Research
Business Consulting
Investment Research
Marketing Strategy
SaaS
Pitch Deck
Market Analysis
Startup Consulting
Equity Research
Venture Capital
Business Valuation
Proposal Writing
Content Writing
Financial Writing
$56 hourly
- 5.0/5
- (11 jobs)
Provide services in the way of: financial modeling, accounting/bookkeeping, and budgeting/forecasting. Over 25 years of experience in finance/accounting/banking. This includes 2 years of real estate/land development valuation, 2 years of mergers & acquisition valuation, and over 10 years of cash flow forecasting and management. Previous industries include: banking, software development, real estate, global logistics, and executive search.

Financial Analysis
Financial Accounting
Financial Modeling
Microsoft Excel
$76 hourly
- 5.0/5
- (31 jobs)
I help small businesses increase their profit by optimizing their bookkeeping and provide actionable data they can use to grow their business. I follow GAAP and make sure my clients account for all expenses properly to reduce their tax liability. I use Quickbooks online and work with the following third party integrations; Amazon, Amazon FBA, Stripe, Square, Shopify and most payroll companies. I work with a variety industries from retail, construction, online stores, service based, consulting and more for small to medium sized businesses.

Financial Analysis
Accounting
Square
Shopify Apps
Financial Reporting
Hospitality
Bookkeeping
Intuit QuickBooks
Payroll Accounting
$150 hourly
- 5.0/5
- (154 jobs)
Howdy! I am a seasoned commercial real estate advisor specializing in contract creation/negotiation and investment analysis that also loves helping businesses grow and develop new strategies from a high-level technical standpoint, whether it's product development or financial strategy. I'm looking forward to hearing what your goals are and assisting you in your project. —$1B+ in real estate asset underwriting and due diligence —Real estate tech co founder x2 (data science and valuation) —10 years in real estate development, management, legal & financial advisory —7 years web product development and deployment —4 years blockchain governance and innovation

Financial Analysis
Real Estate Appraisal
Contract Drafting
Real Estate Law
Contract Law
Commercial Lease
Financial Projection
Real Estate Financial Modeling
Blockchain
Startup Consulting
Financial Modeling
Cardano
Real Estate Investment Assistance
Legal Agreement
Real Estate
$25 hourly
- 5.0/5
- (7 jobs)
I have 4+ years of Excel data analysis, interpretation, and visualization experience. I can help clean up large and unreadable data sets to help improve readability and understanding. I am willing to work with you and understand your needs.

Financial Analysis
Analytics
Tableau
Database Management System
Data Visualization
Spreadsheet Software
Google Sheets
Data Analytics
Microsoft Power BI
Microsoft Excel
$75 hourly
- 4.6/5
- (75 jobs)
I’m a professional trader with 20+ years of trading experience. My credentials include multiple BA Degrees in Economics and International Relations, completion of an intensive trainings program with a highly reputable Wall Street firm, and three NASD (now FINRA) licenses including a Series 7, Series 63, and a Series 55 Equity Trader License. I have extensive knowledge in all facets of trading financial markets, and an in-depth understanding of Technical and Fundamental analysis of markets, including the forex market, stock market, futures, and cryptocurrencies. My work experience includes market-making, proprietary trading, private equity placement, and trading system development including programming, testing, and execution.

Financial Analysis
Equity Research
Financial Writing
TradeStation
Technical Analysis
Financial Modeling
MetaTrader 4
Forex Trading
$60 hourly
- 4.9/5
- (43 jobs)
Content writing projects: Fine Art, Business, Economics, Finance, Law, Technology, Urban Planning. Bio Since 1999, I have worked as a Research Analyst with commercial, education, legal, nonprofit, and public-sector organizations, contributing competitive business intelligence gathering, consumer and product segmentation analysis, fund research, legal conflict of interest research, market research, media content analysis, project evaluation, reputation management, econometric and statistical analysis, and user experience research of new product innovation studies. A Faculty, I serve in an advisory capacity with students on their research projects. My scholarly inquiry focuses on scenario-based planning, econometric modeling and estimation of financial and other impacts of policy implementation, and the governance of public-private partnership infrastructure and programs.

Financial Analysis
Econometrics
Communications
Academic Writing
Statistical Analysis
Research Methods
Quantitative Analysis
Writing
Landing Page
Content Writing
White Paper
Case Studies
Financial Writing
Ebook Writing
$100 hourly
- 5.0/5
- (4 jobs)
Hi there! I am a financial analyst for small businesses with 6+ years of combined experience in finance and accounting at Citi and recently-IPO'ed tech startup, Vroom. I am a freelancer who enjoys working with small to mid-sized businesses and help with their financial modeling, P+L/cash flow management, financial budgeting and forecasting, and accounting. I have also founded a CPG e-commerce business, so I understand the in's and out's of small business finance and accounting. With first-hand experience, I can help with bookkeeping, inventory management, and payroll. I can conduct cost-benefit analyses, return on investment (ROI), financial modeling/planning, data clean-up/optimization, and general business consulting using dynamic Excel models. With a business mindset, I can create models and generate financial reports that paint an overall picture of your business health. I am open to roles as ongoing retainers, as an integrated CFO, or on a project basis like bookkeeping! I'm passionate about being a team member that brings value to busy entrepreneurs and their businesses. I have 6+ years of experience in finance, e-commerce, accounting, startups, marketing analytics and have worked with clients in consumer product goods, tech, retail, fashion, and more. My services include: - Excel Modeling & Data Entry - Finance and Data Reporting - Financial Analysis - Financial Projections - Profit and Loss Management - Budgeting - Marketing Analysis - Bookkeeping (Quickbooks) - Business: LLCs, Corps, Contractors

Financial Analysis
Forecasting
Financial Planning
Business Modeling
Financial Modeling
QuickBooks Online
VLOOKUP
Financial Projection
Microsoft Excel
Intuit QuickBooks
$125 hourly
- 5.0/5
- (83 jobs)
I am a full-time executive business consultant with an agency in Central California, and my passion is partnering with people to help them achieve their goals. My joy comes from staying on a high learning curve, seeing the inside of hundreds of businesses, and solving foundational problems with modern age tools. With 20 years in Aerospace, Commercial Manufacturing, SaaS, eCommerce, and Healthcare - I can quickly turn around short-term projects or handle complex long-term tasks. Here are some of the services I have regularly provided to employers and customers of my consulting business: - Fractional COO (Chief Operating Officer) - Product/Project Management (Certified PMP) - Talent Acquisition & Management (including contractor management) - Advanced Analytics, Models & Simulation (Including Excel VBA) - SEO Analysis and Social Media Consulting - Data Architecture, Analysis, and Visualization (PowerBI, Tableau) - Lean / Six Sigma Continuous Improvement - CMMI / ISO 9000/9001 Assistance - Technology platform architectures, team management, and SAAS business solutions - Fractional CFO (Chief Fractional Officer) - Fractional CTO (Chief Technology Officer) My commitment is to bring the same level of excellence, service, and professionalism that has brought me career success to date. I will only take on the jobs I am sure are a great fit for both of us. Tools I Love to Use: Data Analytics & Visualization: Excel, Tableau, PowerBI, Google Data Studio, Google Sheets, SQL Data Pipeline: Snowflake, Funnel.io, Adverity, Make, Zapier, OpenAI, Postman, RestAPI, GraphQL MS Office: Word, Powerpoint, Visio Finance: Quickbooks, Fathom, Vena, Jirav, Wave Web Scraping: Webscraper.IO, ParseHub, OctoParse Project Management: Microsoft Project, Trello, MeisterTask, Teamwork, Monday, Basecamp, Jira, Targetprocess, Asana, Hive Programming Languages: VBA, Fortran, HTML, CSS, Javascript, Liquid, Python CRM/DRM: Hubspot, Big Purple Dot, eleo, Give Lively, Tithe.ly Websites: Wordpress, Wix, Squarespace, Shopify, Podia Social Media: Mailchimp, Google Analytics, Metricool, Facebook Ads, SendinBlue, Segment, Hubspot Low Code: Quickbase, Zoho Creator, Caspio Other: Dynamics 365, Geru, Toonly, Doodly, Cognito Forms, Beeswax, Liveramp

Financial Analysis
Microsoft Visio
WordPress
Strategic Plan
Data Modeling
Management Consulting
Lean Manufacturing
Project Management Professional
Business Operations
Data Science
Tableau
Data Visualization
Dashboard
Microsoft PowerPoint
$70 hourly
- 5.0/5
- (27 jobs)
CFA Charterholder, CIPM, and seasoned Finance Manager with a robust background in financial analysis, strategic planning, and portfolio management. Expertise in real estate financial analysis, including underwriting multifamily assets for acquisition and developing comprehensive ground-up development models. Proven track record in driving business growth through innovative financial models and strategic insights. Advanced proficiency in Excel, SQL, VBA, and data visualization tools such as Tableau and Power BI. Experienced in collaborating with cross-functional teams to optimize financial performance and achieve strategic objectives.

Financial Analysis
Real Estate
Investment Strategy
Accounting Principles & Practices
Tableau
Real Estate Financial Modeling
Underwriting
Financial Modeling
Forecasting
Microsoft Excel
Chartered Financial Analyst
Financial Accounting
SQL
$35 hourly
- 4.7/5
- (473 jobs)
With a Bachelor's degree in Accounting and Finance, I received CPA Excellence Award in Australia and I am an Advanced Certified QuickBooks ProAdvisor and currently working in California. Experience-wise, I have 20 years of accounting and finance experience gained from Big 4 and Fortune 500 corporations. Now I am running back office support company in Los Angeles providing bookkeeping, accounting, financial analysis, and outsourced controller services to small to mid-sized businesses locally and internationally. My service packages include: 1) Basic monthly bookkeeping This service is available for clients worldwide as long as you are using QuickBooks Online and provide monthly bank statements. Output includes a set of financial statements including Profit and Loss, Balance Sheet, and Cashflow Statement for your year-end tax filing. Additional graphs about your financial performance are also included. 2) Financial Planning & Analysis What do the numbers tell about your business? I analyze them, run a set of financial ratios and KPIs and give valuable insights about your business. These ratios help pinpoint areas in your business that require attention which ultimately results in increased profitability and productivity. 3) Outsourced Controller/CFO I provide on-site outsourced Controller/CFO services to station at your business (Los Angeles) or virtual controller/CFO service to help manage your accounting department, including reviewing and re-engineering the financial policies and procedures and providing advice on how to increase your profitability and productivity through best practices. 4) Business Consulting Service Other team members are professionals with over 25 years of experience in general management, accounting & finance, especially in the Mergers & Acquisitions field. We help provide hands-on management to your business or business advice as a virtual business consultant. Serving small businesses professionally both in Los Angeles and worldwide is my mission. Please drop me a line and let me know what I can do for you.

Financial Analysis
Finance & Accounting
Management Accounting
Financial Accounting
Intuit QuickBooks
Bookkeeping
General Ledger
Financial Report
Financial Variance Analysis
$80 hourly
- 5.0/5
- (4 jobs)
I am a SaaS Financial & Operations Metrics Expert (Ex Cisco, Deloitte) with over six years of experience in the consulting and big-tech industry. I am comfortable using advanced financial formulas in Excel along with Pivot Tables and Charts/Graphs. Areas of Expertise Include: 1. SaaS metrics like CAC, LTV, Churn 2. Long Range Bookings, Revenue & OpEx Models 3. Capacity, Productivity Planning 4. Commissions Forecasting

Financial Analysis
Bookkeeping
QuickBooks Online
Accounting
Financial Modeling
Financial Reporting
SaaS
Google Sheets
Microsoft Excel
$889 hourly
- 4.7/5
- (3 jobs)
Read and write over 30 programming languages. I only build ML/AI systems in bare metal C++ or Rust, if you ask me to build a compromise of a system performance wise I'll decline your request. Advanced understanding of physics and data sciences. Prior prop trading, treasury and big bank experience. $800B USD AUM being managed on infrastructure and models I've built. Bleeding edge of time series Machine Learning and Artificial Intelligence. Hobbyist AR/VR software engineer. Probably the best technologist in global macro, which isn't saying much. Understand use of proprietary data from intelligence agencies in relation to financial markets. Initial consultation: $30,000.99 Tier Discounts: Platinum $998.99 an hour (only available to one client on retainer) Titanium $348.99 an hour (only available to three clients on retainer) Gold $248.99 an hour Silver $148.99 an hour Bronze $84.99 an hour Cooper/Apprentice $64.99 an hour Steel/Neophyte $3.99 an hour (below 65) Have recently built robust trading and portfolio management applications in a serverless AWS Schema with Python and light C++ boosting. Read and Write over 30 programming languages. Proctored DOE physics Q clearance. Built many JVM data clusters. Modernized pentagon super computers. Expert in Excel in Python modeling. Intermediate in high performance WebAssembly front ends with embedded deep learning. Love to build and analyze in and outside of finance. In addition to my modeling, forecasting, and ML chops, I can build realtime dashboards and pipelines that are much more performant than javascript/node.js implementations could dream to be. CONCEPTS: Idiomatic, Serverless, FP, OOP, Cloud, Distributed Computing, Streaming, Big Data, Columnar Databases, Agile Methodologies PLATFORMS & LANGUAGES: C++, Python, Java, Web Assembly, Rust, C, Haskell, Excel, VBA, JavaScript, Pandas, NumPy, PyArrow, Matplotlib, Highcharts, Bloomberg Terminal, AWS Lambda, Cloudwatch, Spark, Parquet, Cassandra, Kafka, Docker, Kubernetes, Jupyter, Maven/Gradle, IEX, QuantConnect MARKETS: Fixed Income, Commodities, Equities, Cryptocurrencies INSTRUMENTS: Futures/Forwards, Options [on Futures and Spot], Spot INTERESTS: Engineering, Life Sciences, Augmented Reality/Virtual Reality/Mixed Reality, Artificial Intelligence/Machine Learning, Blockchain, and Brain Computer Interfaces

Financial Analysis
Portfolio Management
Artificial Intelligence
Microsoft Excel
WebAssembly
Rust
Market Research
Financial Modeling
Quantitative Finance
Investment Strategy
Agile Software Development
AI Trading
Machine Learning
C++
Python
$90 hourly
- 5.0/5
- (12 jobs)
Hi there! I’m a former Bank of America investment banker and private equity investor based in San Francisco with 10 years of experience. I help companies build analytical spreadsheets to make better business decisions. Projects in the past: - Financial Analysis - Fractional CFO - Financial Modeling - Budeting and Forecasting - Spreadsheet Automation - Business KPIs and Tracking - M&A - Valuation If you’re not sure what analysis you need, don’t hesitate to reach out and I’m happy to advise. I'm willing to work on a per-project basis or at an hourly rate depending on the task that you need.

Financial Analysis
Personal Finance
Finance
Finance & Accounting
Analytical Presentation
Spreadsheet Software
Spreadsheet Skills
Google Sheets
Private Equity
Investment Banking
Microsoft Excel
$90 hourly
- 4.9/5
- (680 jobs)
California Board of Accountancy licensed CPA. AICPA member. University of Illinois Urbana-Champaign Master of Accounting Science. IRS approved CAA PTIN EFIN. US Income tax returns and financial analytics. Quickbooks online Pro advisor elite and Gusto accountant. Extensive experiences with US International and foreign owned US LLC/INC tax issues. Worked with our law partners to provide legal consultations.

Financial Analysis
US Taxation
CPA
Financial Modeling
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