27 Best Financial Analysts For Hire In Colorado

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$75 hourly
- 5.0/5
- (11 jobs)
⭐I Build Healthy Finance Departments/Systems for Startups & High Growth Ventures⭐ I'm a senior finance and operational leader with a strong background in strategic decision-making and tactical analysis. With extensive experience in financial modeling, forecasting, and fundraising support, I understand the critical role that finance plays in driving organizational success. My expertise lies in cash flow planning and extending runway, allowing businesses to navigate financial challenges effectively. Furthermore, I'm an absolute wizard when it comes to spreadsheets and financial modeling. Creating good models and analysis is much more than just showcasing advanced spreadsheet skills, but requires understanding the goals of senior leadership and then incorporating the facts on the ground, trajectory of the business and environment to create effective financial tools. 🚩Here's a quick overview of what I bring to the table🚩 ✅ [FINANCIAL MODELING & FORECASTING] My proficiency in creating sophisticated financial models and forecasts has been instrumental in securing substantial financing and optimizing financial performance. ✅ [STRATEGIC PLANNING & DECISION MAKING] I excel in making informed strategic decisions by analyzing complex financial data and market trends, ensuring the financial health and growth of the organizations I have served. ✅ [FINANCIAL ANALYSIS & REPORTING] I have a knack for dissecting financial data to derive actionable insights, which I communicate effectively through comprehensive reports and presentations to stakeholders, management, and investors. ✅ [STAKEHOLDER RELATIONS] I have a strong track record of building and maintaining collaborative relationships with internal and external stakeholders, earning their trust and confidence in financial matters. ✅ [OPERATIONAL OVERSIGHT] My ability to streamline operations, improve efficiencies, and enhance financial controls has consistently extended organizational runway and profitability. ✅ [DIGITAL TOOLS] I am proficient in utilizing a wide range of digital tools and software to streamline financial processes and enhance data-driven decision-making. ✅ [INTERPERSONAL SKILLS & COMMUNICATION] I possess strong interpersonal skills, which enable me to collaborate effectively with cross-functional teams and communicate complex financial concepts in a clear and concise manner.

Financial Analysis
Accounting
Financial Reporting
Entrepreneurship
Stakeholder Management
Communication Skills
Google Sheets
Microsoft Excel
Spreadsheet Skills
Budget Planning
Strategic Planning
Lean Startup
Startup Consulting
Forecasting
Financial Modeling
$60 hourly
- 4.8/5
- (49 jobs)
As a Chartered Accountant (CA), CPA, BBA graduate, and Certified QuickBooks ProAdvisor with over 18 years of experience, I bring extensive expertise in accounting and finance. My primary area of expertise is in NetSuite implementation, where I have substantial experience. I am an advanced user of QuickBooks Products, Xero, Waves Accounting, Peachtree, GnuCash, and Odoo. I am also proficient in Microsoft Excel and platforms like Amazon FBA, Shopify, eBay, Expensify, A2X, UnaNet, Hubdoc, Hubstaff, Google Drive, and various inventory management tools. I keep updating my productivity tech stack regularly. Currently, using ClickUp, Monday.com, Asana, miro, and Slack for communication. My core competencies include: - Expertise in NetSuite implementation, tailoring solutions to business needs. - Financial analysis, modeling, forecasting, budgeting, reporting, bookkeeping, and project accounting. - Seamless integration of accounting systems like QuickBooks & Xero with various platforms. - Proficient use of Microsoft Excel for solving complex accounting issues. - Effective use of Google Sheets for collaborative work. - Handling diverse US tax assignments for various entities. - Formulating comprehensive policies for Accounting, Admin, HR, and Management. I am known for my reliability, promptness, quick learning ability, meticulousness, and unwavering commitment to integrity. My focus is always on fully realizing your objectives, with complete customer satisfaction as my end goal.

Financial Analysis
Sage Intacct
CPA
Bookkeeping
Financial Reporting
Business Plan
Financial Accounting
Oracle NetSuite
Budget Management
Microsoft Excel
Intuit QuickBooks
$100 hourly
- 4.9/5
- (5 jobs)
I enjoy helping people with excel-based work that makes life easier, facilitates well-informed decision making, or simply makes things look cleaner and more presentable. I recently worked as an Investment Banking Analyst at J.P. Morgan which consisted of 80-100hrs of work per week revolving around collecting/analyzing/modeling financial data in excel and building presentations to advise large public companies on M&A transactions and capital raising. I chose to leave for an exciting new opportunity, and since I'm no longer working 80+ hours per week, I have time and energy to work on the side. I have a diverse occupational background so I'm happy to help with any excel-based work you may need even if it isn't finance-related. I've used excel extensively across logistics, operations, recruiting, and HR as well. My "softer" experience includes having led teams ranging in size from 9 - 75 employees across HR, Recruiting, Operations, and Logistics in both the conventional Army and Army Special Operations. I have encountered and solved an extensively wide range of problems across multiple business functions in a wide variety of environments, so I'm happy to help you with any management consulting / problem-solving work as well.

Financial Analysis
Data Entry
Data Analysis
Investment Banking
Data Visualization
Financial Modeling
Spreadsheet Software
Microsoft Excel
Finance & Accounting
$50 hourly
- 5.0/5
- (2 jobs)
Over 15 years experience accounting and reporting of investment companies primarily focus on investment company audit and other SEC filings. Expert in all regulatory requirements of investment companies, including US GAAP, Regulation S-X, liaising with clients and audit firms on all audit areas from planning to execution and implementation of new requirements. Strong understanding of all other aspects of the day-to-day accounting of investment companies, including complex asset types and structures, valuation, budgeting, and IRS and SEC compliance. Besides my expertise in back-office accounting and administration of investment companies, I have earned the FP&A certificate showing proficiency in financial reporting, modeling, budgeting. Have extensive use of excel, SQL databases, and other accounting and reporting platforms. I can either build custom templates for your needs or utilize templates that I have created My goal is to provide value to those that can utilize my expertise. Also, I am interested in increasing my knowledge, challenging myself, and providing value.

Financial Analysis
Strategic Plan
Financial Planning
Financial Reporting
Fund Accounting
Forecasting
Financial Modeling
Financial Report
Microsoft Excel
$35 hourly
- 4.7/5
- (132 jobs)
IRS-authorized Tax Preparation, Efin Holder & e-filing Expert | Certified QuickBooks ProAdvisor | Virtual CFO As a highly skilled Virtual CFO and US Tax Returns Specialist, I deliver comprehensive financial management solutions that transform complex financial challenges into strategic opportunities. With 10+ years of advanced financial expertise, I specialize in providing nuanced financial leadership across diverse industries including E-commerce, real estate, health care, and Telecommunications. I'm also a certified tax professional with a PTIN, proficient in US taxation, and experienced in preparing and filing various tax forms. Key Services: 1. US Tax Expertise: - Expert in Individual Tax Returns 1040, 1040NR & Business Tax Returns 1120, 1120S, 1065, 5472, 5471, 990EZ, FBAR - Payroll tax management (Form 941/944, W2 preparation) - Tax planning, Tax Strategies and compliance for businesses and individuals 2. Virtual CFO & Financial Advisory: - Strategic financial analysis and forecasting - Risk management and business process optimization - Industry experience: E-commerce, FMCG, Banking, Telecommunications, and more 3. Accounting & Bookkeeping: - Certified in QuickBooks, Xero, Microsoft Dynamics 365 - Monthly bookkeeping and financial statement preparation (QuickBooks) - Data Migration and Cleanup - US GAAP and IFRS compliance 4. Specialized Financial Services: - Financial Forecasting and Budgeting - Financial Reporting and Analysis - Standard Operating Procedures (SOPs) design - Business process reengineering - Cost Accounting and Variance Analysis 5. Software Proficiency: - QuickBooks, Xero, Microsoft Dynamics 365 Business Central & Finance & Operations - MYOB, Oracle NetSuite, SAP Business One, and more - Advanced QuickBooks Features and Functionality 6. Payroll Management: - Setup and ongoing management using Gusto and other platforms (QuickBooks) 7. Compliance & Reporting: - US GAAP and IFRS adherence - External auditing support As your Virtual CFO, I'll provide strategic guidance, improve financial efficiency, and help you make informed business decisions. I'm committed to delivering exceptional service and ensuring your financial success. Let's Connect and Discuss Your Financial Needs.

Financial Analysis
Tax Preparation
NetSuite Administration
CPA
Financial Reporting
Microsoft Dynamics 365
QuickBooks Online
GAAP
Bookkeeping
Budget Management
Accounts Receivable
Balance Sheet
Accounts Payable
$65 hourly
- 5.0/5
- (17 jobs)
My goal is to help you track your income and expenses to create an accurate picture of your financial situation, spend in ways that set you up for your future, and feel good about your situation. I specialize in personal/family bookkeeping, small service-based business, and real estate bookkeeping. I have 3 years of experience working with families and small business owners to take ownership of their money, set and achieve money goals, and stay organized to always know what is going on.

Financial Analysis
Account Reconciliation
Financial Planning
Financial Management
Invoicing
Personal Budgeting
QuickBooks Online
Content Writing
Financial Report
Coaching
Data Analysis
Annual Report
Bookkeeping
Accounting Basics
Microsoft Excel
Intuit QuickBooks
$50 hourly
- 5.0/5
- (1 job)
I am currently a data scientist and master's student in data science at Georgia Tech. I am available for hourly and contract-based work in the fields of finance, data analysis, analytics, and data science. Please feel free to reach out with any questions.

Financial Analysis
Data Analysis Consultation
Analytics
Market Analysis
Finance
Data Analytics
Data Collection
Data Analytics & Visualization Software
Data Analysis
$38 hourly
- 5.0/5
- (10 jobs)
Hello, world! I'm a spreadsheet-jockey and financial writer with tons of experience in finance and accounting. I graduated with a Master's of Professional Accountancy (MPAcc) and a concentration in Tax from the Metropolitan State University of Denver in 2019, and completed a Bachelor's of Arts in Economics and History from the University of Colorado Boulder in 2017. My career in finance has included working for start-ups, long established manufacturing companies, publicly traded companies, and ultimately a lot of good experience working with great mentors. I am experienced at forecasting and reporting for internal management, auditing and implementing inventory management and accounting software, and ensuring financial reports are prepared with particular attention to timeliness, detail, and accuracy.

Financial Analysis
Expense Reporting
Management Skills
Data Entry
Management Accounting
Forecasting
Inventory Management
Accounting
Accounts Receivable
Bank Reconciliation
Microsoft Excel
Financial Report
Account Reconciliation
Accounts Payable
$60 hourly
- 5.0/5
- (6 jobs)
Spent 10 years from the ground up to Exec ranks helping utilize data, investigating details, challenging status quo to deliver exceptional results in challenging & ambiguous environments. I've also lead mergers & acquisitions, including regulator approvals, totaling over $6B in acquisition & divestitures. - Excel & Google Sheets Expert - PPT & Google Slides Visualization - Executive Comms & Visualization - Operations - Inventory & Supply Chain Management - Regulatory Compliance - Process Improvement - Project Governance & Implementation - P&L Responsibility & Gap Analysis I have also passed the first two levels of the Chartered Financial Analyst (CFA) exam

Financial Analysis
Strategic Plan
Mergers & Acquisitions
Post-Merger Integration
Operations Analytics
Strategic Planning
Management Consulting
Finance & Accounting
Business Operations
Strategy
Data Analysis
Forecasting
Microsoft Excel
$100 hourly
- 5.0/5
- (2 jobs)
I work in capital markets for commercial real estate. I focus on analysis for development and transitional assets. I have experience working with hundreds of capital providers for dozens of client relationships. I am very knowledgeable in property underwriting, cash flow analysis, property marketing and transaction management. My goal is to always help my clients obtain the best solutions while supporting their business plan. If it's related to the capital stack or real estate analysis, I can help! - I pride myself in clear and specific communication - Ability to meet deadlines and prioritize client needs - Detail in analysis to support work and client objectives

Financial Analysis
Calculation
Data Analysis
Underwriting
Capital Markets
Business Presentation
Construction
Cash Flow Analysis
Financial Reporting
Cold Calling
Financial Report
Pitchbook
Microsoft Excel
Financial Modeling
$90 hourly
- 4.9/5
- (11 jobs)
Over 20+ years in CFO/Finance/Business Strategy roles in small, medium and large companies allows me to specialize in: - Financial analysis, modeling, forecasting, development of executable KPI's - Complex financial modeling and proforma development - Business case development - Strategies for optimizing revenues / business operations - M&A, due diligence - Funding strategies I'm action-oriented so whether sharing advice or deep in preparing a powerpoint presentation, writing a business case or modeling in an excel file, my focus is on you and making your business successful. If getting solid results from an expert is important to you, please email or call me so we can talk. It is key to confirm I would be a good fit for you.

Financial Analysis
Business Planning & Strategy
Financial Model
Microsoft Office
Marketing Strategy
Microsoft Excel
Forecasting
Pricing
Startup Consulting
Sales Operations
Customer Experience
Business Consulting
Growth Strategy
Corporate Finance
Business Operations
$40 hourly
- 5.0/5
- (1 job)
I am a financial analyst with 5 years of experience assisting business owners and executive leadership use data to make better strategic planning decisions. Modeling and analysis are my two strongest skillsets. If you are looking to get a better understanding of some key business metrics by compiling and analyzing data from multiple sources, I can help! I have experience using SAP and Salesforce ERP systems as well as Restaurant 365 in the food service industry. I am experienced using Excel, PowerPoint, Power BI, and SQL to extract and organize data into useful insights and KPI dashboards. Available on a project by project basis to assist with your financial analysis needs. Example projects include but are not limited to: - Three Statement Modeling - P&L Reporting & Analysis - Revenue Projections - Sales Team Targets & Performance Analysis - Sales and KPI Dashboards

Financial Analysis
Budgeting & Forecasting Software
Microsoft Excel
SQL
Microsoft Power BI
Financial Statements Preparation
Microsoft Power BI Data Visualization
Excel Formula
Business Modeling
PostgreSQL
Microsoft Power BI Development
Financial Modeling
Financial Planning
$100 hourly
- 5.0/5
- (2 jobs)
Public Accountant specializing in corporate finances, system/software implementation, payroll, bookkeeping and tax preparation for small to medium sized businesses, self-employed individuals, and high net worth taxpayers. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻, 𝗦𝗸𝗶𝗹𝗹𝘀 & 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: - Master's Degree in Financial management - Bachelor of Science in Legal Studies - QuickBooks ProAdvisor. - Chief Financial Officer (CFO) - Over 10 years as a US Corporate Controller 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿: - A to Z Complete Bookkeeping solution in Quickbooks, QuickBooks Online, Xero, Zoho, Wave and more. - Books Cleanups. - Payroll Services. - Invoice Management. - Payable / Receivable Management. - Preparation of Books for Taxes. - Bookkeeping for Online E-Commerce Businesses / Store ( Selling on Amazon, Shopify etc). - Real Estate Bookkeeping. - Personal Finance Management. - Integration services of software ( Amazon, Shopify etc) 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 / 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑨𝒅𝒗𝒊𝒔𝒐𝒓𝒚: - Financial modelling. - Cashflow projection. - Pitch Deck. - Excel Models. 𝑻𝒂𝒙𝒂𝒕𝒊𝒐𝒏: Preparation and E-filing of All tax returns including: - Joint Return - Individual Return 1040. - W-2's, 1099. - Corporate Returns ( 1120, 1120s, 1065, 5472 etc) Let's collaborate to create the remarkable future your business rightfully deserves. Don't wait, reach out now!

Financial Analysis
Audition Preparation
Implementation
Payroll Reconciliation
HR & Business Services
Payroll Accounting
Financial Accounting
Department of Labor Standard
Financial Audit
Annual Report
Finance
QuickBooks Online
QuickBooks Enterprise
Bookkeeping
Accounting
$75 hourly
- 5.0/5
- (1 job)
I am dedicated to delivering high-quality fractional CFO and Controller services tailored specifically for rapidly growing companies. With a proven track record spanning over a decade, I offer vast expertise in steering financial strategies, particularly within the realms of ecommerce, real estate investment, and light manufacturing industries. My goal is to provide invaluable financial leadership, empowering your business to not only succeed but to thrive in today's competitive landscape. I pride myself on helping business owners understand and utilize financial insights that will drive tangible progress towards their business goals. Unlike traditional approaches that may focus solely on data analysis, I provide proactive guidance tailored to your specific needs. This combination of strategic foresight, personalized support, and timely advice ensures that your financial success is not just a goal, but a guaranteed outcome of our partnership. Services Offered Financial Reports - I work with Entrepreneurs to ensure that their financial statements are organized in a way that gives them the most insight into their business finances. I review the financial statements to ensure that transactions are captured accurately and that any anomalies can be understood. With these meticulously prepared financial statements, owners gain the confidence to make swift, informed decisions backed by actionable data. Cash Flow Forecasting - While profitability is crucial, it's essential to recognize that being profitable doesn't necessarily mean you have sufficient cash on hand. At my firm, I help you to project weekly and monthly cash flow forecasts to ensure you never find yourself short on funds. Whether you're contemplating hiring new talent or considering acquiring a new line of credit, we provide the insights needed to make informed decisions about these financial matters. Key Performance Indicators & Metrics - I begin by aligning with your personal goals, then strategically develop Key Performance Indicators (KPIs) aimed at driving your business objectives. This approach ensures that your business endeavors are tailored to ultimately support the achievement of your personal aspirations. Our expertise guides you in identifying these key measurable metrics to track, empowering you to hold your team (and yourself) accountable for achieving these objectives. Budgets & Projections - While we can’t predict the future, we excel in crafting robust financial roadmaps based on probable outcomes. By establishing this framework, we can effectively assess how specific initiatives or decisions may influence your future financial trajectory. This process instills confidence in your ability to make critical business decisions with clarity and foresight. CFO Meetings - I don’t just report data, I offer guidance. Our structured meetings entail bi-monthly 30-minute sessions and quarterly hour-long meetings (in person or virtual). During the brief check-ins, guided by our cash projections, we address immediate issues and anticipate any near-term challenges. Quarterly planning sessions involve a comprehensive review of essential financial metrics in alignment with KPIs and objectives. Furthermore, between scheduled meetings, we maintain an active presence in your dedicated Slack channel, facilitating seamless communication and ensuring nothing falls through the cracks. Ad Hoc Projects and Reporting - Need to evaluate the benefits of hiring a CMO versus outsourcing with a fractional CMO? Interested in analyzing the impact of a performance bonus plan on profitability? Contemplating the optimal financing strategy for acquiring new equipment or machinery? With your data at hand, we conduct in-depth analyses to support your real-time decision-making process. Let's Talk! It can be lonely at the top! Entrepreneurial life does not have to be a lonely journey, yet most business owners feel this way. Many small to mid-sized companies are still not large enough to hire a team of C-suite executives, yet they are still faced with impactful decisions every month that could strengthen or hold back their company’s future growth. If you feel isolated in making your most impactful business decisions, I implore you to connect with me to see how we can work together at a fraction of the cost of a full-time CFO.

Financial Analysis
QuickBooks Online
Account Reconciliation
Microsoft Excel
Financial Statement
Cash Flow Modeling
Forecasting
Budget
Information Analysis
Accounting
Analytical Presentation
Data Analysis
$50 hourly
- 5.0/5
- (1 job)
With over 20 years of experience in channel sales, operations, business development, and analytics I have a proven track record of delivering results and exceeding targets, managing complex and international projects, and building strong relationships with partners and customers. I am passionate about digital transformation and technology trends, such as artificial intelligence, IoT, big data, and cloud computing, and how they can enhance business performance and customer satisfaction.

Financial Analysis
Salesforce
Data Visualization
Data Analysis
Data Analytics
Microsoft PowerPoint
Microsoft Excel
Finance
Analytics
$75 hourly
- 5.0/5
- (3 jobs)
I have over 10 years of experience in accounting across industries like medical, insurance software, and home restoration. I specialize in streamlining processes, accurate reporting, and tasks like reconciliations and budgeting. Fluent in English and Spanish, I help small business owners simplify their accounting and stay on top of their finances. I hold a Master’s in Accounting from CU Denver and am pursuing CPA certification to deepen my expertise. If you’re looking for a reliable accountant to make managing your books easier, let’s work together!

Financial Analysis
Financial Statements Preparation
Tableau
Oracle NetSuite
Financial Translation
Microsoft Excel PowerPivot
Excel Macros
Microsoft Excel
Data Analysis
QuickBooks Online
Accounting
Bookkeeping
$100 hourly
- 5.0/5
- (1 job)
I'm a skilled real estate financial analyst who can assist you with analyzing potential real estate investment opportunities, evaluating existing assets, structuring partnerships, and much more. I am particularly skilled at creating excel models to help evaluate real estate or other investment opportunities. I am an excellent communicator who loves engaging with my clients and colleagues to understand their problems and come up with the best solution possible.

Financial Analysis
Excel Formula
Microsoft Excel
Finance & Accounting
Financial Risk
Financial Projection
Financial Modeling
Financial Analysis & Valuation
Finance
Real Estate Business Plan
Real Estate Acquisition
Real Estate Investment Assistance
Real Estate Financial Modeling
Real Estate Financial Model
Real Estate
$137 hourly
- 5.0/5
- (10 jobs)
I'm a writer and researcher with skills in financial and market analysis and a deep understanding of emerging technology. I'm also an entrepreneur with a proven track record over two decades. In that time, I've written for national newspapers and magazines, including Entrepreneur, Fast Company, and The Washington Post. I've also published over 7,000 articles for The Motley Fool, written speeches for CEOs, and consulted with senior executives at several Fortune 500 companies. Hire me and you'll get high-quality work performed fast and efficiently.

Financial Analysis
Market Research
Press Release
Business Writing
SEO Writing
Airtable
Blog Writing
$100 hourly
- 5.0/5
- (22 jobs)
I have a BS in Corporate Finance from Salisbury University along with minors in IT and Accounting. I have worked for a small mortgage company where I co-managed trading and hedging operations of MBS', worked for one of the largest fortune 500 companies within their asset based lending portfolio performing client credit analysis, worked in business valuations for one of the largest accounting firms, and currently work in investment banking performing traditional buy and sell side due diligence. I have been working with excel extensively for the past 8 years and have learned complex functions, and built in-depth and nuanced financial models for a myriad of clients. I have also developed VBA coding features to help automate redundant entry, and much more. Other Experience: Paycheck Protection Program (PPP), Shuttered Venue Operator Grant (SVOG), Restaurant Revitalization Fund (RRF), Real Estate Investment Funds

Financial Analysis
Corporate Finance
Business Modeling
Business Consulting
Financial Modeling
Investment Banking
Real Estate Investment Assistance
Real Estate
Investment Research
Mergers & Acquisitions
Business Valuation
Real Estate Financial Modeling
Private Equity
Microsoft Excel
$80 hourly
- 5.0/5
- (1 job)
Director of FP&A with 14 years’ experience leading all aspects of budgeting, forecasting and financial analysis. I am adept in developing complex financial models and delivering results to all levels of management. - Financial planning including forecasting, budgeting and long-range planning - Financial analysis - Business plan creation and modeling - Excel - expert level - Accounting - Presentation creation and delivery - Bookkeeping

Financial Analysis
Intuit QuickBooks
Bookkeeping
Microsoft PowerPoint
Business Consulting
Intuit Quicken
Financial Planning
Financial Modeling
Microsoft Excel
Business Plan
$225 hourly
- 4.9/5
- (1 job)
My name is Miles Jackson and I am a seasoned finance professional that performs fractional CFO services. I've helped a number of startups and small businesses with developing financial modeling & forecasting, financial budgets, fundraising, financial strategies for growth and profitability, financial operations, preparing financial statements, facilitating tax audits & filings with tax accountants, and implementing cost-saving reductions. I've performed fractional CFO services since 2019 and have expanded my financial acumen by working in private equity, investment banking, high-growth startups and corporate development. I also have a broad network of VC contact for fundraising and have helped startups with this issue. Every client I’ve worked with in the past has been 100% satisfied with my work performance and I would be an asset to your team from day one. I am in the process of expanding my fractional consulting services and can be available up to 40 hours per week. I look forward to connecting with you on your business needs!

Financial Analysis
Data Analysis
Growth Strategy
Strategy
Business Valuation
Startup Pitchbook
Venture Capital Consulting
Microsoft PowerPoint
Forecasting
Financial Modeling
Microsoft Excel
Company Valuation
Business Plan
$30 hourly
- 5.0/5
- (6 jobs)
I have a robust knowledge of Microsoft Excel and can automate complex tasks utilizing VBA and advanced nested formulas. I'm an entrepreneur outside of Upwork, operating a financial consulting LLC, and I am a full-time business professor at my local college. I maintain Master's degrees in both Finance and Professional Accounting.

Financial Analysis
Accounting Basics
Financial Statement
Fund Accounting
Microsoft Excel
$95 hourly
- 3.6/5
- (22 jobs)
With over 15+ years of experience in a variety of accounting positions, I am poised to help you with all of your advanced accounting needs. My extensive knowledge of the accounting cycle and financial statements allows me to help business owners of all sizes build efficient bookkeeping processes designed to automate transactions and produce accurate and meaningful reporting on a regular basis. I'd love the opportunity to work with you too. Ways I can help: - Accounting System Set-up/Consulting - Quarterly & Year End Bookkeeping Review - Bookkeeper Training & Mentorship - Accounting Staff Leadership - Contract Controller - Cash Flow Planning - Contract/Fractional Controller - CPA Document Coordination Some of my current and past clients include: E-Commerce, CBD Manufacturer, Architectural Firm, Real Estate Developer, Interior Designer, Construction Trade Contractor, Property Management Companies, Condo/Home Owner Associations, Engineering Firm, & multiple Professional Service Businesses. Looking forward to speaking with you further about your current business needs.

Financial Analysis
Financial Reporting
Forecasting
Bookkeeping
Business Management
Xero
Budget Management
Accounts Receivable
Bank Reconciliation
Cash Flow Analysis
Invoicing
Accounts Payable
$250 hourly
- 0.0/5
- (3 jobs)
Are tax challenges keeping you up at night? With nearly six years of specialized experience in tax debt resolution, I offer a clear, personalized approach to guide individuals and small businesses through the IRS maze confidently and effectively. My Services: Tax Matters Consultation: A focused 45-minute Q&A addressing your federal or state tax liabilities. Tax Account Deep Dive: Includes a consultation and direct communication with the taxing agency to determine exact amounts owed. Tax Resolution Strategy Plan: Comprehensive guidance with a personalized strategy to help you achieve tax debt relief and compliance. Why Clients Choose Me: My approach combines in-depth expertise with clear, empowering direction, transforming a stressful process into a manageable, structured experience. Clients value my gentle, patient approach paired with direct, step-by-step guidance. I’m here to help you understand your financial situation and make informed, confident decisions. Recent Successes: From guiding clients on IRS online account setup and financial statement completion to handling complex issues like Offers in Compromise, bank levies, and spousal relief, I’m here to help you stay compliant, navigate challenges, and find the best tax resolution path for your situation. Let’s simplify the tax process and get you back in control of your financial future! Note: services rendered are not to be considered legal representation.

Financial Analysis
Strategy
Legal Negotiation
Business Cases
Taxes
IRS Income Tax Audits
IRS Resolution
Tax Law Compliance
$50 hourly
- 0.0/5
- (2 jobs)
I'm a tax strategist with experience in helping small business owners generate wealth through bundling monthly bookkeeping, business analysis, tax planning, and tax preparation services. I want to help make your life easier and increase your profits. Bookkeeping Account Reconciliation Transaction Categorization Financial Statements Business Analysis Forecasting Budgeting Profitability Tax Planning Investment Strategies Credits/Deductions Tax Preparation Income Tax (Individual and Business) Estimated Payments Sales/Use Tax

Financial Analysis
Business Analysis
Business Coaching
Tax Theory
Bookkeeping
Tax Planning & Advisory
Forecasting
QuickBooks Online
Tax Strategy
Transaction Data Entry
Intuit QuickBooks
Tax Preparation
Account Reconciliation
$125 hourly
- 0.0/5
- (1 job)
My name is Mason Baich and I am currently a Senior Financial Analyst on the Capital Markets team for Lifestyle Communities (LC), a vertically integrated multifamily developer in Columbus, Ohio. During my ~2.5 years with LC, I have led underwriting, data aggregation, closing due diligence on nine debt transactions, across five markets totaling $492 million. I have recently transitioned into a role with our Development team, leading the underwriting and investment recommendation process for our development pipeline. I have a passion for underwriting multifamily/ duplex real estate and providing investment guidance for acquisition opportunities.

Financial Analysis
Real Estate
Modeling
Finance
Market Research
Financial Modeling
Forecasting
$75 hourly
- 0.0/5
- (1 job)
-Pro Forma Modeling -Business Acquisition -Operations Support -Real Estate Operations -Small to Mid Size Construction Management

Financial Analysis
Construction Management
Financial Analysis & Valuation
Engineering, Procurement & Construction
Acquisitions
Finance & Accounting
Real Estate
Mergers & Acquisitions
Financial Modeling
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