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Clients rate Financial Analysts
Rating is 4.9 out of 5.
4.9/5
based on 207 client reviews
  • $75 hourly

    • 5.0/5
    • (36 jobs)
    Want to give your business idea it's BEST shot at success? I've helped entrepreneurs raise millions from banks, investors and the SBA to help them realize their vision. Have a business and was to OPTIMIZE your profits? I've successfully run hotels, bars and restaurants and I'm happy to show you how to do the same. My clients are serious about taking their ideas from concept to reality, and I help them do just that! My personal favorite client quotes (check my portfolio below) ✅"Sam was very professional and thorough. He completed the job earlier than proposed. He was always available and very detailed. Great job!!" ✅"Hey Sam, just wanted to forward along the good news that the loan was approved today!" ✅"Sam was great to work with. He was always available and quick to respond with updates and revisions. His knowledge in the field was sound and was able to efficiently create an outline on which we were then able to collaborate towards my specific needs and goals. " My clients are able to confidently present their proposals anywhere and get the results they need. I can't help everyone, but we may be a good fit if you're thinking: ⚡️"I'm not an expert at writing proposals or making spreadsheets, and I don't have the time to mess around with it" ⚡️ I need a fresh set of expert eyes to help me see where I can improve my business ⚡️"My last business plan was an embarrassment, and I don't want that EVER again" ⚡️"I know how to run my business, but maybe I'm too close to it" ⚡️"I need a full business plan package that I KNOW 100% will tell my company's story right" Working with me you'll: ⭐️ A clear, concise game plan to help take your business to the next level ⭐️Stop struggling with Excel and spending hours on the Internet- I handle all FINANCIAL STATEMENTS, FINANCIAL MODELS, GRAPHS and MARKET RESEARCH ⭐️Put your best foot forward the FIRST time! ⭐️Get delivered TURNKEY, INVESTOR GRADE documents that raise capital. ⭐️SAVE MONEY by getting high quality work that you can reuse for your PowerPoint presentations My clients have a lot to say about me: ✅"Sam was a great business partner" ✅"Excellent, James knew his craft in producing a thorough business plan." always available and very detailed. Great job!!" ✅"communication was good, and he was open and receptive when I had feedback, and patient and knowledgeable" What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Sound like a fit? Next steps: 📺 Watch the video on my Upwork profile 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together in your message. About me: Proven track record of optimal revenue performance: managing P&L, leading annual planning, driving monthly/quarterly analysis and reporting; Initiator of creativity and collaboration towards common goals by spearheading operational process redesigns from conception to implementation; Relationship-oriented leader diligently cultivating, maintaining established/potential partnerships, demonstrated success of supervising, unifying and motivating various teams to surpass targeted goals while maintaining quality performance
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Social Media Marketing
    Business Writing
    Accounting Principles & Practices
    Email Marketing
    Microsoft Excel
    Business Plan
    Forecasting
  • $150 hourly

    • 5.0/5
    • (48 jobs)
    EXPERT-VETTED Financial Modeling and Consulting Solutions! Services: ✅ Financial Statement Analysis & Review ✅ SMB Acquisition Strategy Consulting ✅ Profitability and Expense Analysis & Review ✅ Valuation and Due Diligence Services ✅ Budget and Forecasting ✅ Template and Calculator Design ✅ Custom Models and Tools Freelancer Highlights: ✔️ Upwork Top 1% SMB Consultant & Financial Analyst ✔️ Ex-Financial Markets Valuation Specialist at PwC ✔️ Graduate of #3 International MBA in America ✔️ Master's Degree in the Science of Finance ✔️ Full-Time Freelance Specialist Since 2019 ✔️ Expert-Vetted and Top-Rated freelancer ✔️ Accredited Small Business Consultant ✔️ Perfect 100% Job Success Score Service Menu: 🥇 Advanced Financial Modeling: $150/hr 🥈 General Financial Analysis: $100/hr 🥉 Phone Consultation: $75/hr ✉️ Please message me directly for a complementary quote or to ask questions!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    VLOOKUP
    Looker
    Looker Studio
    Financial Model
    Financial Consulting
    Financial Modeling
    Business Valuation
    Data Analysis
    Excel Formula
    Business Consulting
    Data Visualization
    Management Consulting
    Microsoft Excel
  • $60 hourly

    • 4.8/5
    • (21 jobs)
    🏆 QuickBooks ProAdvisor Certified 🏆 Xero Advisor Certified 🏆 Gusto People Advisor Certified 🏆 Top Rated Freelancer If you use QuickBooks Online or Xero and need bookkeeping setup, cleaning, and monthly services, you've come to the correct place. I'll assist you to move forward.😃 Business owners frequently complain that their financial statements are too difficult to understand, their records need to be more organized, or that maintaining their books requires too much work. 𝐖𝐡𝐲 𝐌𝐞? In the ocean of Bookkeepers, you might ask, "𝐖𝐡𝐲 𝐬𝐡𝐨𝐮𝐥𝐝 𝐈 𝐜𝐡𝐨𝐨𝐬𝐞 𝐭𝐡𝐢𝐬 𝐨𝐧𝐞?" Great question❗Here's the scope:👉 I'm not just a bookkeeper but your Financial Storyteller, translating complex data into understandable insights. With expertise in QuickBooks Online, Xero, and much more, I have the toolbox to help your business. I will assist you in learning and growing your business. Forecasts, variance analysis, large picture systems analysis, and number-based decision-making.📈 🛠️ 𝐒𝐤𝐢𝐥𝐥𝐬 𝐚𝐭 𝐘𝐨𝐮𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 🛠️ 𝟏. QuickBooks Online & Xero (From Setup to Cleanup) 𝟐. Financial Statement & Reporting (Income Statements & Cash Flows) 𝟑. Bookkeeping Catchup / Cleanup 𝟒. Microsoft Excel Mastery 𝟓. Bank & Account Reconciliation 🎯𝐏𝐫𝐨𝐜𝐞𝐬𝐬 & 𝐁𝐞𝐬𝐭 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 🎯 🎯 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐂𝐚𝐥𝐥: We kick things off with a chat to understand your specific needs & goals. 🎯 𝐂𝐮𝐬𝐭𝐨𝐦 𝐏𝐥𝐚𝐧 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧: Strategy that aligns with your business objectives. 🎯 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 & 𝐑𝐞𝐠𝐮𝐥𝐚𝐫 𝐔𝐩𝐝𝐚𝐭𝐞𝐬: Transparency at every step, with regular check-ins. 🎯 𝐅𝐞𝐞𝐝𝐛𝐚𝐜𝐤 & 𝐀𝐝𝐣𝐮𝐬𝐭𝐦𝐞𝐧𝐭: Your input is crucial; adjustments are made to ensure alignment. 🎯 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: Your Business's Financial health improves. 𝐂𝐮𝐫𝐢𝐨𝐮𝐬❓ 𝐈 𝐁𝐞𝐭 𝐘𝐨𝐮 𝐀𝐫𝐞❗ 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞❓❓❓ ✅ 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: your business is unique; your bookkeeping solution should be, too. ✅ 𝐓𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧: Clear, concise updates. ✅ 𝐏𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡: I anticipate and implement a proactive action. ✅ 𝐓𝐫𝐮𝐬𝐭𝐞𝐝 𝐀𝐝𝐯𝐢𝐬𝐨𝐫: Beyond Bookkeeping, I'm here to offer insights and advice. ✅ 𝐓𝐞𝐜𝐡-𝐒𝐚𝐯𝐯𝐲: Leveraging the latest tools to bring efficiency and insights to your financials. ✅ 𝐓𝐫𝐮𝐬𝐭𝐰𝐨𝐫𝐭𝐡𝐲: Confidentiality and Integrity are the cornerstones of my work. ✅ 𝐏𝐞𝐚𝐜𝐞 𝐨𝐟 𝐌𝐢𝐧𝐝: Rest easy knowing your books are in expert hands. But don't just take my word for it. 𝐋𝐞𝐭'𝐬 𝐜𝐡𝐚𝐭 and see how I can help transform your business's financial landscape. It's time to turn those question marks into exclamation points❗ 𝐏.𝐒. Remember, the right bookkeeper doesn't cost you money; 𝐭𝐡𝐞𝐲 𝐬𝐚𝐯𝐞 𝐲𝐨𝐮 𝐦𝐨𝐧𝐞𝐲. Let's uncover the hidden data in your financials together. Excited to be working with you❗Feel Free to hit the "𝐈𝐧𝐯𝐢𝐭𝐞 𝐭𝐨 𝐈𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰" button, and let's move forward. Your Financial Clarity is just a conversation away. 𝐏.𝐒. Wondering about Specific Services❓ I'm all ears. 𝐃𝐫𝐨𝐩 𝐦𝐞 𝐚 𝐦𝐞𝐬𝐬𝐚𝐠𝐞. Let's start the conversation. 🟢𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐞𝐚𝐜𝐞 𝐨𝐟 /𝐦𝐢𝐧𝐝 𝐜𝐨𝐮𝐥𝐝 𝐛𝐞 𝐣𝐮𝐬𝐭 𝐚 𝐜𝐡𝐚𝐭 𝐚𝐰𝐚𝐲.👆
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Statement
    Income Statement
    Account Reconciliation
    Chart of Accounts
    QuickBooks Enterprise
    Xero
    QuickBooks Online
    Cash Flow Statement
    Accounts Receivable
    Accounting Basics
    Microsoft Excel
    Bank Reconciliation
    Intuit QuickBooks
    Bookkeeping
  • $50 hourly

    • 4.9/5
    • (73 jobs)
    As a Short-Term Rental Consultant with over a decade of experience in hospitality and revenue management, I specialize in transforming STR businesses through tailored marketing strategies, revenue growth initiatives, and expert guidance. 🎯 Key Strengths and Skills ⭐ Revenue Optimization: Proven track record in boosting occupancy and revenue through advanced pricing strategies and revenue management expertise. ⭐ Marketing and Branding: Developed over 50 marketing plans, optimized 300+ listings, and implemented campaigns that elevate property visibility across major OTAs and direct booking channels. ⭐ Target Guest Profiling: Deep expertise in defining ideal guest profiles, driving higher conversion and targeted marketing. ⭐ Comprehensive Consulting: Certified in Hotel Real Estate Investment and Asset Management from Cornell University, offering operational optimization and growth planning consultation. 🎯 Notable Projects and Accomplishments 🏆 Managed a chain of award-winning hostels, using innovative marketing and automation to outperform competition. 🏆 Advised on successful short-term rental projects, leading to significant revenue gains for clients. 🏆 Designed a growth framework for STR businesses, enabling owners to create scalable operations through coaching and education. 🎯 Education & Certification 🎓 Certified in Hotel Real Estate Investment and Asset Management (Cornell University) 🏦 10 years of banking experience managing hospitality firm portfolios and deals 🎩 STR marketing strategist since 2020, with a perfect record of 5-star client reviews Ready to scale your STR business? Message me to start transforming your revenue potential today.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Pay Per Click Advertising
    Revenue Management
    Google Analytics
    Hospitality
    On-Page SEO
    SEO Keyword Research
    Retargeting
    Travel & Hospitality
    Social Media Marketing
    Sales & Marketing
    Search Engine Optimization
  • $90 hourly

    • 4.8/5
    • (84 jobs)
    Hello! I am a financial analyst specializing in LBO models, fractional CFO services, and real estate models. The bulk of my work over the last two years has been building LBO models for family offices, private equity firms, and individual investors seeking to purchase businesses. I have built dozens of 3-statement LBO models for investors to assess the best purchase price and financing structure when acquiring a business. I have also helped investors find debt products and submit their targets for SBA approval to help source capital and execute a deal . My core competencies include the following: 1) M&A Models- My primary specialty involves building LBO models for investors looking to purchase small and medium-sized businesses in the middle market. I am able to utilize information on the company's historical performance and market segment to determine a fair offer range and am able to calculate the risk-return profile given different financing structures. I've also performed 409A valuations for early-stage and mature businesses. 2) Real Estate Models- I began building real estate models in 2021 starting with a hotel construction project in Las Vegas. I've steadily mastered this skill working on projects for multifamily, single-family-residential, mixed-use, RV parks, and retail properties. 3) Pitch Material Creation: I have worked on numerous pitch decks for companies in a range of sectors. If you would like an investment teaser or pitch deck produced feel free to contact me to discuss further.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Financial Report
    Financial Modeling
    MATLAB
    Investment Research
    Income Statement
    Private Equity
    Investment Banking
    Python
    Finance & Accounting
    Modeling
    Mergers & Acquisitions
  • $40 hourly

    • 5.0/5
    • (4 jobs)
    Thank you for reviewing my profile. I am a seasoned and versatile business professional. I help small to mid-sized businesses sustain financial health via: setting up their operating infrastructure, keeping, cleaning up, and maintaining accurate records, providing meaningful reports and analyses, and effectively interacting with internal and external stakeholders. I have also managed human resources, IT, and facilities departments. My prior roles include bookkeeper, accountant, auditor, director of finance, CFO and consultant. I have worked for start-ups, small businesses, non-profits, and larger organizations and can draw upon this breadth of experience to help serve you. I have used several different accounting software, human resources, and payroll software packages, and use QuickBooks and Microsoft products extensively. Projects on this Upwork platform include: bookkeeper for solopreneur marketing professional and accountant/controller for ed tech software company, and auditor for regional CPA firm. By utilizing my broad experience and diverse specialties, you will obtain a mature self-starter who is professional, responsible, and organized. I welcome an opportunity to work with you! Key areas of service: * Bookkeeping * Accounting (receivables, payables, general ledger payroll, grants) * Account reconciliations, clean-up * Chart of accounts set up * Financial reporting and analyses * Budgeting, planning, forecasting * Internal controls * Training
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Health & Fitness
    Health & Wellness
    Business Operations
    Personal Training Session
    Financial Presentation
    Financial Statement
    Accounting
    Intuit QuickBooks
    Budget Management
    Bookkeeping
  • $200 hourly

    • 5.0/5
    • (27 jobs)
    As a Certified Financial Planner and IRS Enrolled Agent, I am committed to empowering your financial journey through tax-efficient strategies that align perfectly with your financial goals. Hi there! Are you navigating the complexities of tax laws or looking for a comprehensive financial plan? I understand how daunting this can be and that's precisely where I can lend my expertise! With my dual certifications, I offer a multifaceted approach to investment strategy, tax preparation, financial planning, business optimization, and outsourced accounting services. I am prepared to dive into your unique situation, assess your financial landscape, and tailor a robust plan to your specific needs. My keen understanding of the investment, real estate, and small business sectors enables me to bring a unique, tax-focused perspective to portfolio optimization and business planning. I assure you, my comprehensive approach to financial planning and tax consulting will help you meet your financial objectives and maximize your after-tax income. To deliver top-notch financial planning and tax consulting services, I employ a meticulous seven-step process: 1. Gathering Quantitative and Qualitative Data: I delve deep into your financial situation and aspirations. 2. Identifying and Selecting Goals: We set clear, achievable financial goals tailored to your unique circumstances. 3. Evaluating Current Course of Action and Alternative Courses of Action: I thoroughly analyze your current financial strategy and explore potential alternatives. 4. Developing Planning Recommendations: I craft a personalized financial plan that aligns with your financial goals and tax situation. 5. Presenting Planning Recommendations: I discuss the proposed plan in detail to ensure you fully understand your financial roadmap. 6. Implementing Planning Recommendations, if desired: I help you put your financial plan into action. 7. Ongoing Support and Annual Reviews, if desired: I offer continuous support and regular reviews to ensure your plan remains effective and adaptive to any changes in your circumstances. Cayden W. McLaughlin, CFP, EA Tampa Tax Consulting, LLC (727) 408-0304 cayden@mytampataxpro.com
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Forecasting
    Financial Projection
    Investment Strategy
    Investment Portfolio Review
    Financial Consulting
    Financial Statements Preparation
    Tax Law
    Corporate Tax
    Tax Strategy
    Certified Financial Planner
    Tax Preparation
    Certified Tax Preparer
    Financial Planning
    Tax Planning & Advisory
  • $89 hourly

    • 5.0/5
    • (16 jobs)
    Hello! I have over 20 years of experience in banking and commercial real estate. First 10 years I spent working in real estate banking and commercial lending (government contractors and medical businesses financing, coupled with asset based lending against A/R and equities). Second 10 years I worked in real estate private equity and fund management. Over $3bn of underwritten, closed and asset-managed CRE across: offices, retail, mixed use, multifamily, senior housing, hotels and real estate developments. I hold a bachelors in accounting, and masters in finance and investment. A few select skills for engagements: Commercial Real Estate: - financial modeling (excel and argus) - due diligence - development (zoning, entitlements, budgeting and re-forecasting) - asset management business plans - equity/debt pitch decks - investment committee (IC) memorandums - leasing/sales comps, research and market analysis C&I - spreading and common sizing financials - industry financial ratio analysis - executive loan committee (ELC) memorandums - negotiating term sheet and procuring loans General: - business pro forma - business plans - project and company presentations - market analysis Tutoring: - banking resume writing and editing - technical and fit interview coaching - university level finance, accounting and real estate courses
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Reporting
    Accounting
    Microsoft Office
    Business Plan Writing
    Construction
    Commercial Lease
    Pitch Deck
    Research & Development
    Private Equity
    Relationship Management
    Asset Management
    Underwriting
    Microsoft Excel
    Financial Modeling
  • $60 hourly

    • 5.0/5
    • (87 jobs)
    Hi there! My name is Bill Lawrence and I'm a highly skilled QuickBooks Expert Freelancer with a passion for bookkeeping, tax filing, and financial management. I specialize in delivering top-notch QuickBooks and accounting solutions to clients, helping them streamline their financial processes and achieve accurate and organized records. ✅ Professional Bookkeeper with over 6 Years of Specialized Experience in Accounting and Tax Filing ✅ QuickBooks Pro Advisor Elite ✅ Expert in Tax Filing and Comprehensive Tax Services What sets me apart is my in-depth knowledge of QuickBooks Online. I have a strong command of the software's features and functionalities, enabling me to efficiently handle various aspects of financial management, such as bank reconciliations, accounts payable and receivable, payroll processing, and financial reporting. What I Offer: Catch-Up, Clean-Up, and Monthly Maintenance Services: Comprehensive management of financial records, ensuring accuracy, and keeping your books up-to-date. Professional Bookkeeping: Extensive hands-on experience in handling day-to-day bookkeeping tasks, maintaining accurate records, and ensuring compliance with accounting standards. Tax Filing and Consulting: Expertise in tax preparation and filing, ensuring compliance and maximizing tax benefits for your business. QuickBooks Consulting and Training: Tailored QuickBooks solutions to optimize your accounting processes, including personalized training sessions. Why Choose Me? Extensive Expertise: My background in accounting, coupled with my QuickBooks Pro Advisor certification, equips me with the skills to handle all your bookkeeping and tax needs efficiently. Proven Reliability: Based in the US, I am committed to providing reliable and dedicated service, allowing you to focus on scaling your business without the stress of financial management. Attention to Detail: My strong organizational, problem-solving, and analytical skills ensure meticulous attention to detail, effective priority management, and seamless workflow operations. Proactive Approach: I take initiative and am self-motivated, ensuring your business operations run smoothly throughout the entire cycle. Excellent References: Supported by outstanding references, my proficiency and dedication to delivering exceptional results are well-validated. Let's Connect! I am available to review rates and discuss how my services can be tailored to fit your specific business requirements. Feel free to reach out to discuss your needs and see how I can help you achieve your business goals efficiently and effectively. Let's make your financial management hassle-free and position your business for success!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Tax Preparation
    Budgeting & Forecasting Software
    Inventory Management
    Financial Accounting
    QuickBooks Online
    Account Reconciliation
    Invoicing
    Expert
    Accounts Receivable
    Accounts Payable
    Payroll Accounting
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
  • $79 hourly

    • 4.8/5
    • (482 jobs)
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • $45 hourly

    • 4.9/5
    • (91 jobs)
    "My books are a HOT mess!".. "I have no clue what I'm doing in QB."... "I just need to hand this thing off to someone who knows what they're doing"..."OMG, I need to fix my finances for my CPA!" These comments have been the start of some of the most magnificent and fruitful client engagements I've had here on Upwork. The clarity, relief, and satisfaction they find after working with me for just the first 2 weeks is why I do this :) My specialty the CLEANUP of books, specifically for service providers and freelancers. This is MY "art" and what gets me into "zone". The result: a crispy clean set of books that gives you 100% clarity of where your business stands financially. And then once trust is built, this normally leads to a systematic monthly bookkeeping service to keep things in order. Some credentials: 15+ years crunching numbers QuickBooks Online ProAdvisor - Gold Partner Enrolled Agent (a license from the IRS for tax expertise) Certified Professional Bookkeeper- Universal Accounting School B.S. in Finance and Masters degree in Management Info Systems Business Ownership - School of Hardknocks :) Relevant Reviews: "Luis is awesome! He exceeded the job, worked super fast, and his customer service is superb. Accounting can be daunting but he makes it approachable and takes care of the small stuff so you can focus on what matters most. I'm looking forward to continuing my relationship with him. Highly recommend if you're looking for bookkeeper/accountant. :)" - Oscar (Upwork client) "Luis has been amazing! highly experienced, responsive and has a proactive approach to work." - Hicham (Upwork client) ------------------------------------------------------------------------------------------------------------- So... If you're like most of my clients, you despise this part of running a freelance or agency business. OR....Maybe you're the type that actually appreciates accounting, the language of business that tells the story behind the numbers. But you're looking to outsource that piece to someone you can trust so that you can focus on the never-ending bigger picture tasks. Either way, working with someone who knows his stuff but can communicate it in a way that helps you gain CLARITY, not confuse you even more, seems like a no brainer, doesn't it? That's where I come in. So if you're ready, how about a quick chat to discuss your needs in more detail and if/how I can fulfill those needs. And to reduce your risk and make your decision even easier, we can start off with a smaller project where I simply take a 2-hour deep dive into your current books and business model and report back to you on my findings and suggestions on how to move forward. This "Financial Health Check" alone provides so much clarity that you'll actually feel EXCITEMENT over bookkeeping.. really! So let's go! Send me a quick message letting me know what your situation is... Hope to talk soon!!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Analysis
    Financial Modeling
    QuickBooks Online
    Account Reconciliation
    Microsoft Excel
    Accounting Software
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Budget Management
  • $70 hourly

    • 5.0/5
    • (10 jobs)
    Solve problems and save time with Google Sheets/Apps Script solutions. Forms ✽ Calculators ✽ Analytics ✽ Reports ✽ Automations ✽Scripting ✽ Dashboards I've built spreadsheets to manage almost everything from scheduling to sales processes to fitness and health. We can start with a template from my library or develop a fully customized solution from scratch for your needs. Or maybe you need help cleaning up or optimizing a prior project - I can fix or update what was done previously. My work focuses on: ❯ Usability ❯ User error prevention ❯ Attractive design ❯ Scalability ❯ Easy future updates ❯ Thorough testing My goal is to create the most efficient and cost-effective solution for you with simplicity in mind. Message me to discuss your project and how we can make it work with your budget.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Google Apps Script
    Spreadsheet Macros
    Marketing Analytics
    Sales Analytics
    Financial Modeling
    Automation
    Data Analysis
    Product Management
    Google Sheets
    User Experience
    Usability Testing
    UX Writing
    Microsoft Excel
    Technical Documentation
  • $100 hourly

    • 5.0/5
    • (84 jobs)
    Pay Peanuts Get Monkeys. TheGuzyGroup.com Schedule an introduction meeting here: calendly.com/david-guzy I am a Top Rated Upwork Freelancer specializing in Financial and Real Estate Analysis/Modeling. My clients have included Developers, PE Firms, and various public and private companies. Syndication and Fund modeling for: Asset Classes: - Self Storage - Raw Land - Industrial - Multifamily - Hotel Opportunity Types: - Raw Land (Development with Lease Up) - Asset Acquisition Waterfalls - Prefs - IRR Hurdels - Return of Capital - Catch Up Tiers TheGuzyGroup.com
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Budget Management
    Financial Modeling
    Microsoft Project
    Sales Presentation
    Data Entry
    Inventory Management
    Microsoft Excel
    Data Analysis
  • $80 hourly

    • 4.9/5
    • (12 jobs)
    Maximize your business's profitability and drive success with my decade of expertise in financial analysis and modeling. I have successfully helped numerous brands and retail businesses overcome challenges such as limited financial insights, uncertainty regarding profitability, pricing struggles, and difficulties with cost tracking. Let me create tailored financial models and provide data-driven insights that will empower you to make informed decisions and achieve your business goals. 📌 Are you grappling with these challenges? ❌ Limited critical financial insights affecting confident decision-making? ❌ Uncertainty surrounding profitability and cash flow? ❌ Struggles with setting competitive service prices while ensuring profitability? ❌ Challenges with precise cost tracking and profitability analysis across varied service offerings? 🔍 Here's what I offer: ✅ Clear insights into your financial landscape, bolstering informed decision-making. ✅ Comprehensive financial analysis and verification for unmatched accuracy. ✅ Customized financial models and data dashboards designed to sync seamlessly with the unique requirements of your service-focused business. ✅ A commitment to your business's success as a dedicated financial ally. 💼 With over a decade of experience in accounting, finance, and data analytics, I consistently deliver impactful insights. My specializations include financial modeling, data-driven decision-making, and software integrations. I have championed numerous major projects, including the consolidation of multi-entity financials and the launch of sophisticated data dashboards, all leading to more streamlined operations and growth for clients. 🌟 My unique offerings include: 1️⃣ Seamless integration of varied financial software, guaranteeing data accuracy and actionable insights. 2️⃣ Direct experience with multi-entity financial consolidation and cutting-edge data dashboard creation in PowerBI. 3️⃣ A proven legacy in financial modeling, forecasting, and strategy, enriched by a decade-long association with renowned institutions such as Merrill Lynch and Kroger Co. 🗣️ Feedback from clients: 📍 "Jedediah answered my complex questions thoroughly, often offering various methods, presenting me with valuable options." 📍 "We consistently make the right choice with Jed. He truly understands financial data and always finds ways to enhance our understanding of our data points. His professionalism assures us that collaborating with him on projects is a smart decision. We're eager to continue leveraging his expertise in the future." 📞 Ready to revolutionize your financial analysis and maximize profitability? Don't hesitate, book a consultation now! Keywords: Fractional CFO, Service Brands, Retail, Financial Analysis, Financial Modeling, Forecasting, Profitability, Data-Driven Insights, Cost Tracking,
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Planning
    Business Analysis
    Xero
    QuickBooks Online
    Forecasting
    Financial Modeling
    Sage
    Oracle NetSuite
    Microsoft Excel
    Bank Reconciliation
    Accounting
    Chart of Accounts
  • $70 hourly

    • 5.0/5
    • (3 jobs)
    I have 12+ years of Big 4 and Elite Boutique Audit, Financial Accounting, Capital Markets Accounting Advisory, Transaction Advisory / M&A, and Strategy & Implementation Management Consulting experience. My consulting experience includes engagements ranging from financial due diligence and legal due diligence, quality of earnings, interim CFO engagements, financial modeling, and process analysis, redesign/re-engineering & process improvement/overhaul. I have experience with dozens of Fortune 100 & 500 companies, private equity groups, and investment banks. I have also worked with small private companies and startups both in consulting and audit/IPO readiness engagements.
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    Business Process Modeling
    Private Equity
    Business Valuation
    Financial Modeling
    Management Consulting
    Financial Audit
    Strategy
    Balance Sheet
  • $32 hourly

    • 5.0/5
    • (2 jobs)
    William, the founder of Bishop Consulting Group, LLC, is a non-commissioned officer and US Paratrooper with the US ARMY . Having served 11 years in the US ARMY, ARMY NATIONAL GUARD, and US ARMY RESERVES, he understands what leadership, selfless service, and integrity means. Government Experience: A master at multitasking, William began his career as a Financial Analyst for the United States Army. During his active duty service he served domestically and oversees in support of the Global War on Terror. William went on to serve in the United States Army Special Operations Command (USASOC) (Airborne) and 1st Special Forces Command (Airborne). After active duty he later gained experience by serving multiple federal agencies, holding positions such as Budget Analyst, National Level Program Manager in Information Technology, and most recently Chief of Accounting, HQ - US ARMY Reserves. Private Sector Experience: William’s private sector experience started in 2017 when he began consulting as a Senior Consultant for Booz Allen Hamilton. William is an enthusiastic entrepreneur with his core expertise in finance and business consultancy. Education: AS – Exercise Science – Heritage University BS – Finance – Hodges University MBA – Hodges University (Cum Laude) With well-rounded experience and education, William is able to offer leverage over the competition by delivering services across the entire business spectrum. Key Skills: Finance & Accounting subject matter expert, experienced in Business Consulting. Strategic Planning, Financial Forecasting, Highly skilled in contract research, SAP Accounting & Financial Systems, Cost Analysis, Requirements Analysis, SWOT Analysis, Financial Planning, Auditing, Financial Programs, Budgetary Planning, Marketing, Business to Business. Certifications: -Department of Defense Certified Financial Management II -American Society of Military Comptroller (Member) - United States Army Finance School Graduate - Managers Internal Control Policy - National Tutor from National Tutoring Association - IRS Registered Tax Preparer Note: I am a National Level Federal Employee, so Federal governmental bid contract work is not authorized.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Resume Development
    Business Consulting
    Contract Management
    Managerial Finance
    Market Research
    Management Consulting
    Business Management
    Wave Accounting
    Intuit QuickBooks
    Financial Accounting
    Cost Analysis
    Account Reconciliation
    SAP
    GAAP
  • $125 hourly

    • 5.0/5
    • (2 jobs)
    I leverage my experience and skills in assisting individuals, business owners and executives to meet their tax, accounting, and information security management needs. Over 20 years of industries experience, delivering value-adding accounting, cybersecurity and compliance consulting and assurance services, including SOC 1 & 2 attestation. Assisting organizations with audit readiness assessment and remediation for industry and regulatory frameworks such as NIST SP800-53, ISO 27001, CCM, PCI-DSS, HIPAA, CMMC, and GDPR. Helping with implementing a leading compliance and risk management solution for maintaining and maturing cybersecurity and compliance efforts. I have been providing consulting services since 2017. My prior work experience includes working as accountant for a group of companies, as bank auditor for more than six years, and as internal and IT auditor for the largest County government in the State of Florida for more than nine years. As bank auditor, my recommendations improved internal control and risk management in business processes in multiple divisions, including treasury, fund transfer, cash management, credit risk, information technology and security. And as a government auditor, I led and managed multiple performance and IT audits that resulted in the recovery of thousands of dollars for taxpayers, and enhanced countywide information security management practice, controls, and business processes in multiple departments. For the past six years as a trusted consultant, I have helped clients to reshape and improve their cybersecurity and compliance posture, get ready for audit, and achieve attestation, including SOC 2 (Type 1 and type 2). I am privileged to hold the following professional certifications: Certified Public Accountant (CPA) - Florida and the Commonwealth of Virginia. Certified Internal Auditor (CIA) Certified Information Systems Auditor (CISA) Certified Information Systems Security Professional (CISSP) Management Systems Lead Auditor (ISO/IEC 27011:2018) Certificate of Cloud Security Knowledge (CCSK) AWS Certified Cloud Practitioner (CCP) CMMC Registered Practitioner
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    QuickBooks Online
    Corporate Tax
    Information Security Audit
    Certified Information Systems Security Professional
    CPA
    Financial Accounting
    Budget Management
    Tax Return
    Financial Audit
  • $145 hourly

    • 5.0/5
    • (28 jobs)
    Expert Financial Copywriter - Financial Ghostwriter - Email Copy - Sales Copy - Financial Advisor Copy - FINRA Compliant Copy I am an Expert Financial Writer with a deep passion for global capital markets. My finger is always on the market's pulse and message - daily. Whatever the deliverable is, I can be of assistance. ✅ Are you a Financial services firm, brokerage, bank, or entrepreneur? -- Let me know what kind of copy you need, the audience, and the tone. I can help you with that! ✅ Are you an active trader with an audience? -- Perhaps you need a daily market update on SPX options trading for the day's session or the broader strokes of the day's trading action. The possibilities are endless. I can help you with that! ✅ Do you need a 50,000-word book ghostwritten? -- I can help you with that! As a business owner focusing on digital presence and research, I understand the overall goal and the day-to-day operational challenges. Let my advanced experience save you time and money while maximizing your ROI. Throughout my experience, I have developed multifaceted business skills, including Stock Trading, Treasuries Analysis, Mutual Fund Analysis, Financial Advisory Newsletters, Market Updates, Options Trading, Futures Trading, Precious Metals, Economic Theory, Macroeconomics, Microeconomics, Inflationary/Deflationary, Startups, Cryptocurrency, Real Estate, Mortgage, Private Equity, Travel, Entertainment, Telecommunications, Web Content Development, SEO, Marketing and more. I am a passionate trader in the Futures, Options, Forex, and Equity Markets. I have advanced knowledge in this arena and have 22+ years of experience in trading and investing. Rates range from $.85 - $1.95 per word depending on the complexity of the material, the research involved, FINRA citations, and any editing required. Custom image creation for charting or data is also available. Previously, I have held Series 3, 6, 7, and 63 FINRA licenses. Many of my previous projects are confidential due to NDAs, and I can show you writing samples and byline expertise based on your request.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Copywriting
    Content Writing
    Research & Strategy
    Fact-Checking
    Investment Strategy
    WordPress
    Blog Writing
    Business Writing
    Business Consulting
    Financial Writing
    Management Consulting
    Forex Trading
    Business Development
    Finance & Accounting
  • $73 hourly

    • 4.8/5
    • (52 jobs)
    It is my job to help save you money and to follow up with your money all the way to the bank. I am detail-oriented and very confident in collections and accounting process workflows while achieving excellent customer service satisfaction. If you need help with following FDCPA guidelines in your collection process, I can create templates personalized for your business. Creating credit and risk analysis policies are my specialty, as well as cash flow forecasting. I have great experience with CPG companies, including Walmart along with other large retailers. This means I can help with chargebacks, disputes, and those pesky invoice deductions that are costing you money. I have over nine years of full accounting experience with a focus on billing, implementation, and credit balance. I am certified to work with international clients, credit management, and risk analysis. My years of freelance experience and working with clients give me a wide variety of skills applicable to many industries. My work has been able to reduce DSO in 3 months or less by up to 26 days, this can mean a big difference for many small businesses. *Credit Management *Debt Collection *Accounts Receivable *Efficient invoicing *AR Automation *Global Credit Policy *Increasing Cash Flow *Business Consultation *Workflow Implementation *GAAP understanding and compliance My absolute favorite thing about accounting is to go through an aging or risk analysis report. I enjoy following through with clients to ensure your invoices are correct, that they have been received, and that they pay promptly. Let me help you improve your cash flow. Every business needs money to grow and succeed, and I would love to help with making your business grow! I have used my expertise knowledge to publish books on various topics that deal with credit policies, debt collection practices, and accounts receivable tips. I have strong analytical skills, especially in financial reports and general ledger work. My original background was in customer service, and I am trained in Netsuite, Acumatica, Xero, Quickbooks, Clio, Salesforce, and other cloud-based software. Looking into AR and other automations ( using ChatGPT or billing reminders) but not quite sure how to implement it? I can help with that. I am very familiar with many productivity apps such as Monday, Process Street, and Chaser. I created and followed through with credit management techniques that led to 32% company cash flow growth in a year.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    ChatGPT
    Payment Processing
    Credit Scoring
    Management Accounting
    Debt Collection
    Accounts Receivable Management
    Microsoft Excel
    Cash Flow Analysis
    Customer Service
    Account Reconciliation
    Accounts Receivable
    Financial Projection
    Invoicing
    Accounting
  • $85 hourly

    • 4.7/5
    • (0 jobs)
    Certified Public Accountant with over a decade of experience in general, public and corporate accounting. Knowledge of financial statement preparation in accordance with GAAP principles, tax compliance, general ledger and bank reconciliations, A/P, A/R, payroll, fixed assets and cash management.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Reporting
    Microsoft Excel
    Accounts Receivable
    Bookkeeping
    Accounts Payable
    Payroll Accounting
    Tax Return
    Accounting
  • $100 hourly

    • 5.0/5
    • (24 jobs)
    As a TOP RATED and HIGHLY RESPONSIVE Real Estate Freelancer, I specialize in providing Commercial Real Estate Consulting and Underwriting Services for Multifamily, Office, Medical Office, and Retail properties. With over three years of experience as a Private Equity Real Estate Analyst and two years as a Private Consultant, I offer valuable insights and analysis that help clients make informed investment decisions. Using specialized tools such as advanced Microsoft Excel, CoStar, Real Capital Analytics, and Esri Business Analyst, I paint a clear picture of markets and properties, giving my clients the information they need to succeed. My 100% client satisfaction rating speaks to my commitment to providing the most significant benefit for the lowest reasonable cost. I am highly responsive to my clients' needs and work tirelessly to ensure their questions and concerns are addressed promptly. My communication skills have been praised by clients, and I am confident that I can deliver exceptional results on any project. If you're looking for a skilled and experienced real estate freelancer who can help you achieve your investment goals, look no further. Let's work together to make your next project a success!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate
    Visual Basic for Applications
    Real Estate Financial Modeling
    Microsoft Excel
    Underwriting
    Financial Modeling
    Argus
  • $75 hourly

    • 5.0/5
    • (1 job)
    As an independent consultant, I help businesses transform through technology, also known as digital transformation. I have over 10 years of professional project and program management experience, with PMP and CSM certifications. I take a holistic end-to-end approach to evaluate, identify, create, and implement digital strategies that align with the client's goals and needs. I have successfully managed multiple technical implementation projects, ensuring timely delivery and exceeding client expectations for multimillion dollar projects. I have also developed and maintained detailed project schedules, highlighting critical milestones and dependencies, and collaborated closely with cross-functional teams and stakeholders. In my previous roles, I have led several department-specific process improvement projects, using analytical skills, problem solving, and business analysis techniques. I have also conducted procure-to-pay audits and implemented operational process improvements that delivered significant cost savings and efficiency gains. I have experience in communicating at all levels of an organization, from C-suite to analysts, which has allowed me to develop impactful cross-team collaboration and leadership skills that have helped influence and drive forward my projects. My mission is to help businesses leverage technology to optimize their processes, enhance their performance, and achieve their objectives. I am passionate about strategy and technology consulting, and I enjoy finding innovative solutions to complex challenges. I am always eager to learn new skills and tools, and to share my knowledge and expertise with others.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Intelligence
    Business Analysis
    Process Improvement
    Problem Resolution
    Agile Project Management
  • $50 hourly

    • 5.0/5
    • (21 jobs)
    Masters in Management Studies from top 15 U.S. Business School (Accounting, Finance, Economics, Statistics) Professional Corporate Financial Analyst (FP&A) Advanced Skills in: -Finance and Data Analysis -Budgeting, Modeling, Forecasting, Pro Forma Creation -Personal Budget Creation -Microsoft Excel (Pivot tables, Macros, VLOOKUP, etc.) -Google Spreadsheet
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Research & Strategy
    Spreadsheet Software
    Financial Modeling
    Corporate Finance
    Data Analysis
    Data Entry
    Writing
    Finance & Accounting
    Financial Accounting
    Microsoft Excel
  • $35 hourly

    • 5.0/5
    • (4 jobs)
    An accounting professional with bookkeeping experience, as well as skills covering financial areas, such as ledger analysis, financial statements, budgeting, auditing practices and other regulations. Also possessing results driven skills in Quickbooks and MS Office.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Office
    Google Sheets
    QuickBooks Online
    Microsoft Excel
    Bookkeeping
    Account Reconciliation
    Accounting Basics
    Accounts Payable
  • $75 hourly

    • 5.0/5
    • (4 jobs)
    Hello! Welcome to my professional profile. I am a finance expert and fundraising consultant who helps companies raise money by doing the following: - Building comprehensive financial models used for fundraising. - Creating pitch decks that complement my financial models and business plans. - Writing detailed business plans. Although my current focus is technology (SaaS), I have experience across other industries including investments, commercial banking, manufacturing and healthcare. I have solid educational credentials graduating from the Yale School of Management with an MBA (Finance concentration). In addition, I earned the CFA designation in 2007. My work experience in finance spans several areas and makes me a strong generalist able to quickly pick up on any project with very little guidance. My areas of expertise include: - Financial Modeling/Analysis: While working at world class financial institutions (Bank of Montreal, ABN Amro, KBC Bank, Barclays Bank) and as a consultant I built dozens of comprehensive financial models used for a variety of purposes including investment due diligence and to help syndicate transactions. As a fundraising consultant I have helped companies along the growth spectrum (Seed to Series B) raise funds to fuel their growth. I don't just build models but also strive to understand businesses and their strategies to help me provide a clear picture of the business to key stakeholders. - Investing/portfolio management: My experience in the investing field spans investment analysis to portfolio management. At Bank of Montreal I was a Portfolio Manager and managed fixed income portfolios in excess $1 bln. - Credit products and analysis: I have a deep understanding of various credit products including project finance loans, distressed debt products, US-based investment grade/high-yield bonds and emerging market debt. I am a team player and enjoy constantly updating my skill set to meet your project goals. I conduct myself with a high level of personal integrity and use creative approaches to solve problems. I am confident I will be able to help you meet your goals and look forward to discussing your project and meeting your team! A detailed CV available upon request. Thanks for considering my application! Regards, Ed Simpson
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    Spanish to English Translation
    Proofreading
    Castilian Spanish
    Research & Strategy
    Accounting Principles & Practices
    Financial Modeling
    Forecasting
    Business Analysis
  • $45 hourly

    • 5.0/5
    • (6 jobs)
    🚀 Financial & Data Analyst 🚀 👨‍💼 About Me: 🔍 Data Analyst Specializing in Data-Driven Insights 📈 Cross-Industry Expertise in Financial Reporting and Analysis 🛠 Transforming financial data into strategic business solutions 📊 My Expertise: Financial Data Mastery: Analyzing and interpreting financial data to optimize budgeting, forecasting, and decision-making processes Cost Optimization: Reduced operational costs by up to 15% through financial modeling and data analysis Revenue Forecasting: Improved forecasting accuracy by 20% through advanced predictive models Business Insights: Delivered actionable insights that enhanced financial planning and profitability 🔧 Tools & Skills: SQL, Python, Excel (Advanced), VBA Power BI, Tableau Financial Modeling, Budgeting, Forecasting Business Intelligence, Statistical Analysis 🏆 Noteworthy Achievements: Successfully delivered 30+ financial and data projects across various industries Improved profitability by optimizing financial models for decision-making Boosted forecasting accuracy by 20% through predictive analysis Consistently achieved 100% client satisfaction on financial analysis projects 📈 Services I Offer: 📊 Comprehensive Financial Data Analysis 🚀 Financial Forecasting & Budget Optimization 🌐 Custom Dashboards & Data Visualization 🔍 Financial Audits & Process Optimization 🌟 Let’s Work Together! If you're looking to improve your financial planning, streamline budgeting, or make data-driven business decisions, I’m here to help. Let’s connect and take your business to the next level!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Management
    Financial Accounting
    Financial Modeling
    Risk Analysis
    Data Cleaning
    Data Visualization
    Finance
    Business Intelligence
    Microsoft Power BI
    Tableau
    SQL
    Python
    Business Analysis
    Data Analysis
  • $60 hourly

    • 5.0/5
    • (9 jobs)
    *Monthly Bookkeeping Services *Account Reconciliation *Accounts Payable *Accounts Receivable *Clean Up/Catch Up Bookkeeping *Quickbooks Certified ProAdvisor "April listened to my objectives and goals then proceeded to successfully achieve every task. April is a diligent listener and organized my finances in a way where I can read and understand my financial statements. What i appreciate most is April understands and respects confidentiality. I will continue to recommend April to my fellow Entrepreneurs." I can make your life easier by: -Giving you back more of your time -Customizing your services to your needs -Streamlining as many processes as possible -Working with your Accountant/CPA come tax time Send me a message with a brief description of your company, your goals and what type of services you're looking for. If it seems like a good fit, we'll schedule a chat.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Account Reconciliation
    General Ledger
    Financial Report
    Job Costing
    Accounting Principles & Practices
    Invoicing
    Intuit QuickBooks
    Bookkeeping
    Accounts Payable
    Accounts Receivable
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