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$175 hourly
Edward B.
- 4.7/5
- (103 jobs)
I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to top VC and Sovereign Wealth Funds to Early Stage Founders. I primarily act like a Strategic Management Consultant in revising or creating Business Plans, Financial Models and Fundraising Materials but also can act as a Fractional CFO during high growth periods. Our fundraising process has been highly successful even when the VC market is challenging. We frequently have several startups close to securing term sheets for $5m to $25m. Over the last two years, we have also been involved in deals totaling over $1B. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.

Financial Analysis
Business Plan
Strategy
Entrepreneurship
Startup Company
Venture Capital Consulting
Startup Consulting
Private Equity
Fundraising
Financial Modeling
Business Modeling
Valuation
Business Presentation
Pitchbook
$45 hourly
Jessica M.
- 4.9/5
- (70 jobs)
Free consultation if you are looking to spend less with more coverage on health insurance! As a graduate from New York University Stern School of Business, I started working for a bond insurance company as an Analyst in the Structured Products Division for three years (2007-2010). During this time, I went for my MBA in Finance at Iona College. By the end of 2010, with the credit crisis upon us, I decided to adventure for a year in the French Riviera, where I met my Italian husband. As an Analyst I often used Excel and Powerpoint presentations to project portfolio risk for upper management teams. While I was abroad, I worked for a logistics company in Montecarlo, in their Accounts Payable department. I am a very efficient and detail-oriented worker and I am eager to expand these skills towards new professional experiences. I have taught English as a Second Language to students in Beijing, China for two years in the virtual classroom. I really enjoyed seeing the kids' progress month-to-month, and they loved the energy and happiness I brought to the classroom. I also was a newsletter writer for two years for a company in the UK, writing summaries on all Italian press releases on BlackRock Asset Management. I recently worked as a virtual assistant, helping with emails, calls, and spreadsheet updates. I am eager to apply my past experiences and skills to assist you and/or your company in meeting your goals. Please contact me for further details. -Jessica Muraca

Financial Analysis
Finance & Accounting
Accounts Payable Management
WordPress
Real Estate
English to Italian Translation
French to English Translation
Italian to English Translation
English to French Translation
Wholesale
Microsoft Excel
Intuit QuickBooks
$50 hourly
Paris T.
- 5.0/5
- (2 jobs)
Hi there! I’m Paris, the owner of a digital marketing agency in Connecticut. With extensive experience in Amazon eCommerce, local SEO, Google Business Profile management, cold email marketing, operations, hiring, delegating, social media management, and creating winning bids and proposals, I’m here to help fellow business owners achieve their goals. I hold a Bachelor’s in Mechanical Engineering from UConn and have completed graduate coursework at NYU. Before starting my own business, I gained valuable experience working in engineering, project management, and sales for both small and large companies

Financial Analysis
Product Development
Sales
Cost Estimate
Cost Analysis
Construction Document Preparation
Project Analysis
Business
Business Development
Project Management
$150 hourly
Andrew D.
- 5.0/5
- (2 jobs)
Collectively, I’ve helped 50+ individuals and businesses: 1) Save thousands of dollars in taxes 2) Streamline bookkeeping 3) Analyze Financial Statements I’m not just bookkeeper, or even a CPA. I’m your financial partner on your road to success. My clients trust me to maintain their Company’s bookkeeping, provide Quarterly Financial Statements for insight into their operations, and strategically plan and file their taxes. I hold 4 years of public accounting experience, ranging from global company audits down to individual tax planning for the mom & pop shop down the road. I earned and maintain my CPA license in the great state of Connecticut. I am also a member of the CT State Society of CPAs, where I continually learn from other professionals in my practice and stay up to date on the latest developments in the accounting industry. Further, I’ve gone through extensive training and am a Quickbooks ProAdvisor, a certification I maintain annually. Testimonials Here are a few testimonials from my clients, which you can also read from my Quickbooks ProAdvisor Profile: “Andrew was instrumental getting my Company’s books cleaned up to file taxes. I had separated my business expenses from my personal when I first started but I did absolutely NO bookkeeping for an entire year and had NO idea how I was going to file my taxes. Luckily, my friend referred me to Andrew and he was the best. Not only did he file my taxes for me but now he takes care of my accounting for the year and I get quarterly updates from him that are very helpful for my business. I would highly recommend him for anyone looking for a CPA” "I'm delighted to write this review for Andrew. He has saved our small business thousands with his tax expertise. His guidance and support throughout the year has been invaluable, and we look forward to leveraging his services for years to come. Andrew is a financial wizard, and we highly recommend him!” My Process When you contract me for services, you can expect an initial consultation so I may understand the full breadth of services you require, and you can inform me of any items that are of particular concern. Following our initial consult (and depending on the job you need fulfilled), I’ll likely need you to provide me your documents & information so I may begin fieldwork. I will outline all of these items for you after our first touchpoint. Once I have everything, I’ll diligently begin services and reach out to you periodically (as needed) to ensure I’m preparing everything accurately and efficiently for you. At the conclusion of my fieldwork, I’ll pass along the deliverables and set up a time with you to talk through any questions you may have. If you have outstanding questions, comments, or concerns – I’ll update on my end and get another date on your calendar to debrief the changes. Of course I will get your job completed, but more than that, I want to ensure you understand the work I prepare and allow you the opportunity to ask questions. I am in this business for you, the small business owner. I want to provide you with an understanding of your business’s finances, and empower you with an accountant’s knowledge to leverage in your business decisions moving forward. Services As a CPA, I provide an array of services under the accounting umbrella. Predominately, they are (but not limited to) the following: Bookkeeping • Book transactions & maintain financial records • Quickbooks setup and maintenance • Bookkeeping “clean-up” Accounting • Monthly adjustments • Quarterly Financial Statement preparation & analysis Tax • Preparation of annual tax returns, including: o Individual 1040’s o Partnership 1065’s o S-Corporation 1120S’s o Amended returns • Sales tax filings • 1099 filings • Additional IRS forms (S-Corp election, Entity Classification, etc.) Industries My clients span a number of industries, including but not limited to: Construction, E-Commerce, Retail, Salons, Manufacturing, Engineering, Music, Personal Training, and more. Get in Touch Today Chances are, if you need a CPA – I’m your guy. Send me a message and let’s get time on the calendar to see how I can help resolve all of your accounting needs.

Financial Analysis
Accounting Software
Intuit Proconnect Tax
Tax Planning & Advisory
Taxes
Tax Return
Certified Tax Preparer
Tax Preparation
Financial Statements Preparation
Bookkeeping
Filing
CPA
Financial Accounting
Tax Accounting
Accounting
$60 hourly
Kevin S.
- 5.0/5
- (7 jobs)
If you hire me, you get 28 years of Wall Street experience very inexpensively. You can find people who charge less, but you get what you pay for. Also, think about what you really need when you hire someone here. I see a lot of strange postings asking for a "talented and skilled professional" in some very specialized project type like building a cap table or analyzing average selling price. That's not how finance works: you don't want someone who has such a narrow skill set. Rather, hire someone who has seen it all and done it all. Someone who knows how it all fits together: building a good financial forecast, creating a valuation comparison, discounted cash flow, creating a business plan and pitch deck. Presenting complex financial topics to others in a way they can understand. These are not isolated tasks. I'm the good-all-around guy: a former journalist turned financial analyst and investor who also has tons of teaching experience. There are lots of project samples in my profile that show how I take financial inputs and make good sense of them. I look forward to working with you.

Financial Analysis
Bankruptcy
Financial Statement
Business Plan Writing
Business Plan
Excel Formula
Microsoft Excel
Chartered Financial Analyst
Financial Analysis & Valuation
Bookkeeping
Tutoring
Tutorial
AI Writing Generator
Writing Critique
Writing
$15 hourly
Adrienne A.
- 5.0/5
- (2 jobs)
I am an office manager/accountant for a Waterbury, CT law firm. I have a BS in Accounting degree and masters graduate classes. Thorough and efficient - excellence is my standard of work. An optimistic,energetic, creative, think outside the box, worker who offers flexibility and adaptness to solving business issues. Will perform outstanding work.

Financial Analysis
Data Entry
Human Resource Management
Bookkeeping
Financial Accounting
Payroll Accounting
$35 hourly
Cleavon M.
- 0.0/5
- (1 job)
I started my work in the financial sector at the age of 18 at the financial/insurance firm northwestern mutual which propelled my path forward in the industry. I have a bachelor’s in accounting, as well as a master’s in finance, and specialize in FP&A work. Some of the more in-depth roles I have had in the past include my time at Leadership, Education, Athletics, & Partnership, a non-profit organization in downtown New Haven, as a Finance and Development Analyst. Here, I worked with a team in processing payroll as well as maneuvering the donor management software. In my most recent position, I worked as an FP&A analyst for William Raveis Real Estate based in Shelton, CT. This is where I honed my skills in financial reporting as well as market forecast and analysis. From then on, I moved towards another position at Alliance Animal Health based in Rye Brook, NY. I have been working directly with the Director of FP&A, absorbing all the possible knowledge I can and advancing my career as efficiently as possible.

Financial Analysis
CRM Software
Data Table
Microsoft PowerPoint
Management Skills
Database Management System
Financial Reporting
Financial Planning
Accounts Payable Management
Accounting Basics
Financial Report
Cash Flow Analysis
Microsoft Excel
Accounts Payable
Intuit QuickBooks
$50 hourly
Judi K.
- 5.0/5
- (2 jobs)
I'm an experienced Hospitality Professional (Certified Hotel Administrator) committed to partnering with campground, RV Resort, Short Term Rental (STR), and hotel/motel owners to alleviate your pain points. • I understand that your day as a hospitality business owner is never long enough to take care of all the details that will make your business outstanding and profitable. • I can help you in developing and writing policies, procedures, and training which will result in an engaged, empowered team, a stellar guest service experience, and improved online reviews, all leading to increased revenue. • I have extensive experience in the human resources cycle and can assist with reviewing applications, interviewing, developing job descriptions, coaching, performance reviews, performance improvement, conducting counseling, and EEO issues. • I love to travel! I’ve traveled the world staying in Short Term Rentals, Hotels, Motels, Hostels, and B & Bs. I’ve also camped extensively around the U.S. in tents and RVs. I know what guests want, and how to get your business there. • Great communication is essential and I'll be there for you.

Financial Analysis
Content Writing
Communication Skills
Computer Skills
Property Management Software
Facilities Management
Human Resources
Customer Satisfaction
Supervision
Budget Management
Quality Inspection
Quality Assurance
Training & Development
Policy Development
Hospitality
$70 hourly
Colin A.
- 0.0/5
- (0 jobs)
I have well over 25 years supporting consumer products companies as a finance executive. I have spent over 7 years as a global CFO for several multi-national companies. The past 2 years, I have spent getting my certification as a high school business education teacher. I am now looking for temporary work to keep me occupied over the summer.

Financial Analysis
Financial Modeling
Leadership Skills
Strategic Planning
Analytical Presentation
Financial Variance Analysis
$100 hourly
Mark P.
- 0.0/5
- (0 jobs)
Professional Summary Mark Putrino is a Chartered Market Technician (CMT) with over two decades of experience in the institutional investment industry. With an extensive background as the Head Trader at three institutional money managers, Mark traded directly for investors Mario Gabelli, founder of Gabelli & Company, and Steven A. Cohen, founder of SAC Capital Advisors. Mark holds an MBA in Finance from New York University and a BA in Economics from the University of Connecticut. Mark has been an active member of the Market Technicians Association. His expertise led to the establishment of the Benzina.com Trading School. Currently serving as Benzinga's Chief Market Technician, Mark also excels as a Senior Investment Writer.

Financial Analysis
Investment Strategy
Investment Research
Management Skills
Compliance
Risk Management
Trading Lesson
Trading Strategy
Stock Market
$150 hourly
Gregory B.
- 0.0/5
- (0 jobs)
Business Development/ Interim CFO services/Start-up consulting/Advance QuickBooks/Bookeeping Specialties: Developing and executing business plans/strategies, new business/product launch planning, partnership development, and team leadership. Turnaround Management, Profit Improvement, Organizational Change, Analytics, Risk Management, Staff Development, Due Diligence, Sales Analysis, Financial Reporting Planning & Analysis, Cost Control, E-Commerce, Digital Strategy, Bookkeeping Enterprise Resource Planning, Cash management

Financial Analysis
Financial Planning
Project Management
Startup Consulting
Financial Modeling
Business Plan
Cash Flow Modeling
Strategic Plan
Private Equity
Budget Management
Financial Accounting
Accounting
Intuit QuickBooks
$80 hourly
Lyndsey D.
- 5.0/5
- (8 jobs)
I’m an experienced data scientist, Python programmer and Excel expert. I create machine learning models to enable risk-based business decision-making. I’ve worked for major financial institutions and airlines, helping them optimize the way they handle large, high-value asset portfolios. If you have data, I can mine it and produce easy-to-understand, actionable business strategies. My technical skills include: -- Excel (VBA, macros, lookups, etc) | Google Sheets -- The Python Data Science Stack: Numpy | Pandas | SciKit-Learn | Matplotlib | etc -- SQL of any flavor (PostgreSQL | Microsoft SQL Server | Hive SQL) -- Google Cloud Platform | BigQuery -- Google Data Studio -- Econometrics | Linear Regression | Logistic Regression | Clustering | Decision Trees | Random Forest Modeling | Gradient Boosting My data analysis specialties include: -- Extraction and analysis of data from public and private sources -- Excel-based dashboards and visualizations that update automatically as additional data is added -- Google Data Studio dashboards -- Creating, editing, and cleaning up complex Google Sheets/Excel spreadsheets (lookups, macros, etc) My business analytics specialties include: -- Using data science techniques to extract actionable insights from large datasets, and presenting findings in ways that are easy for non-technical users to understand. -- Exploratory data analysis -- Supervised and unsupervised machine learning -- Portfolio management strategy development using data science techniques

Financial Analysis
Financial Modeling
Google Sheets Automation
Google Sheets
Artificial Intelligence
Microsoft Excel
Data Analytics
BigQuery
Data Analysis
SQL
Looker Studio
Python
SAS
Machine Learning
Decision Tree
Data Science
Random Forest
$65 hourly
Kevin A.
- 0.0/5
- (0 jobs)
As a consultant with over 12 years of experience working with business of all sizes across multiple industries. My past clients have brought me on to help meet their goals, restructure their organization, project management, and support executives through business changes. I invite you to review my resume and please reach out with whatever issue you might have and I will help you find a solution!

Financial Analysis
Change Management
Growth Strategy
Project Management
Business Management
Management Consulting
$24 hourly
Angelica O.
- 0.0/5
- (0 jobs)
PROFILE I'm a bilingual professional with a diverse skill set that spans translation services, financial analysis, data visualization, and programming. My expertise allows me to assist clients across multiple domains. Here's a snapshot of what I offer: Comprehensive Translation Services: I provide high-quality translation in both Spanish and English for all types of content—whether it's technical documents, creative materials, academic papers, legal texts, or general business communications. Data Visualization & Analytics: Using tools like Tableau, Power BI, and advanced Excel, I transform complex data into clear, actionable insights through interactive dashboards and reports. Financial Statements, Forecasting & Accounting Support: I create detailed financial statements and perform forecasting to support strategic decision-making, drawing on hands-on banking and accounting experience. Credit Advice: Leveraging my background in banking, I offer practical guidance on credit management and financial planning. Python Programming: I have experience with Python for data analysis, automation, and financial modeling, enhancing my ability to develop efficient, data-driven solutions. This blend of linguistic versatility, analytical prowess, and technical skills makes me well-equipped to help you achieve your business and translation goals.

Financial Analysis
Translation
Financial Analysis & Valuation
Credit Counseling
Financial Planning
Financial Modeling
Finance & Accounting
Spanish
Business
Business Writing
Proofreading
Academic Editing
Writing
Professional Tone
Content Writing
$22 hourly
Justin W.
- 0.0/5
- (0 jobs)
Former investment banker and valuation professional. Strong in Excel. Open to any accounting/finance/data entry/data analysis/financial analysis/credit analysis. Strong in PowerPoint and presentation prep as well.

Financial Analysis
Accounting
Property & Equipment Lease
Equity Research & Analysis
Capital Markets
Bloomberg Terminal
Investment Banking
PV Evaluation
Presentation Design
Bookkeeping
Healthcare
Data Entry
Data Analysis
Finance
Valuation
$10 hourly
Zohaib H.
- 0.0/5
- (0 jobs)
As a certified bookkeeping and accounting professional, I offer specialized services with a strong foundation as a Certified Bookkeeper and Financial Analyst. With over 3 years of experience, I cater to small and medium-sized businesses in diverse industries. My expertise is complemented by excellent communication and problem-solving skills, ensuring that each service is customized to meet your unique business needs. 👉 Here’s how I can support your business: ✅ Day-to-day accounting management ✅ Comprehensive bookkeeping and accounting services ✅ Chart of Accounts (COA) setup, categorization, and reconciliations ✅ Expert in cleaning and maintaining Accounts in QuickBooks Online ✅ Accurate and up-to-date financial record maintenance ✅ Accounts Payables and Receivables processing ✅ Transaction recording and reconciliation in QuickBooks Online ✅ Amazon Seller Central reporting ✅ Multi-currency bookkeeping ✅ Data migration from any accounting software ✅ Financial report generation: Profit & Loss, Balance Sheet, Cash Flow Statement, Income Statement, and General Ledger I’m excited to connect and help streamline your financial operations!

Financial Analysis
Financial Consulting
Finance
Analytical Presentation
Light Bookkeeping
Accounting Basics
Finance & Accounting
Financial Accounting
Accounting Software
Account Reconciliation
Accounting
Financial Analysis & Valuation
Management Consulting
Financial Planning
Bookkeeping
$150 hourly
Michael S.
- 0.0/5
- (0 jobs)
Accounting and finance expert with just over 10 years of professional experience. Worked 4 years in Big 4 accounting as a CPA in financial services audit, and now work in the entertainment industry. Specialize in production/project management, accounting and finance, along with corporate overhead strategy, planning, and analysis.

Financial Analysis
Financial Modeling
Financial Management
Project Accounting
Finance & Accounting
Cost Accounting
Accounts Receivable
Accounts Payable
Accounting Principles & Practices
Accounting Basics
Accounting Advisory
Account Reconciliation
Analytical Presentation
Bookkeeping
Accounting
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