Hire the best Financial Analysts in the United Kingdom
Check out Financial Analysts in the United Kingdom with the skills you need for your next job.
- $35 hourly
- 4.9/5
- (51 jobs)
With over 10 years of hands-on experience, I provide reliable, accurate, and timely accounting and bookkeeping services tailored to meet the needs of UK businesses and individuals. As a freelance accountant and bookkeeper, I specialise in helping clients stay compliant, organised, and financially informed. My Services Include: • Bookkeeping: Clean, up-to-date records with precise categorisation • Accounting: Financial statements, tax compliance, and advisory support • VAT & Tax Returns: Expert preparation and HMRC-compliant filings • Payroll: Accurate and punctual payroll processing • Financial Analysis: Clear insights to support better decision-making • Self Assessment: Efficient preparation and submission of personal tax returns Why Work With Me? • Deep understanding of UK accounting standards and HMRC requirements • Proficient in QuickBooks, Xero, FreeAgent, Sage, Shopify • Committed to confidentiality, communication, and timely delivery • Passionate about supporting small businesses, startups, and sole traders Let’s work together to streamline your finances and support your business growth. Feel free to reach out to discuss how I can help!Financial Analysis
Romanian to English TranslationHungarian to English TranslationFinancial ReportingBookkeepingCash Flow StatementBalance SheetAccounts ReceivableIntuit QuickBooksBank ReconciliationAccounting SoftwareData EntryAccounting Basics - $100 hourly
- 4.9/5
- (21 jobs)
Running a business is tough enough without the endless stress of managing your finances. I'm Sam, founder of Social Commerce Accountants – a fast-growing, specialist accounting firm built for ambitious eCommerce brands and sellers like you. We work exclusively with TikTok Shop sellers, Amazon FBA brands, Shopify stores, WooCommerce entrepreneurs, Etsy and eBay sellers, and affiliates shaping the future of social commerce. If you're creating content, building community, and selling social-first – you're exactly who we work with. ✅ Company accounts filings ✅ Corporation tax returns ✅ VAT returns (UK & EU cross-border) ✅ Bookkeeping & weekly bank reconciliations ✅ Payroll management ✅ Inventory & COGS accounting ✅ Cross-border tax compliance (UK, Europe, USA) You focus on scaling your eCommerce empire. We'll take care of the finance, tax, and compliance. Why Work With Me Instead of a #TradAccountant? Real-time financials: Weekly bookkeeping updates – no outdated numbers slowing you down. Tax-efficient scaling: Strategic advice to keep your margins strong and cash flow healthy. Lightning-fast responses: Replies within a few working hours, not days. eCommerce-native expertise: We only work with social commerce and eCommerce brands. It's our world. Cross-border ready: From UK VAT to US sales tax compliance – no more guesswork. Software We Use (to name but a few!): Xero QuickBooks Online FreeAgent Link My Books A2X Dext Commerce Synder Cin7 BrightPearl Hubdoc Lifetimely Mintsoft Fathom Stripe Amazon Seller Central TikTok Shop Seller Centre Shopify Admin Etsy Seller Tools eBay Seller Hub If you're looking for an accountant who actually understands eCommerce – not one who treats it like a side gig – you're in the right place.Financial Analysis
Business PlanXeroManagement AccountingIntuit QuickBooksFinancial AccountingAccountingBookkeepingFinancial ReportSageTax ReturnPayroll AccountingAccounts Payable - $100 hourly
- 4.9/5
- (23 jobs)
10+ years of experience in finance and startup advising. I raised USD 30+ M for various start-ups. MBA in Finance from the University of Cambridge and CFA Level I in Pursuit 👉 I value businesses meticulously using the relevant valuation techniques. 👉 I craft financial models that give you and your investors key insights about your business. 👉 I write pitch decks that raise funds. 👉 I conduct market research that distills key data for your business planning efforts. I look forward to delivering your project at your highest satisfaction within your budget and timeline.Financial Analysis
Pitch DeckMarket ResearchPitchbookFinancial ModelingEntrepreneurshipGrowth StrategyPrivate EquityBusiness ManagementVenture CapitalManagement Consulting - $40 hourly
- 5.0/5
- (5 jobs)
I am a professional, hard working and experienced Finance Business Partner who has also been working in the Health and Wellness industry offering my clients nutritional and health support alongside my Finance work for an Insurance company. As a Finance Business Partner, I support the business in reaching their goals by providing appropriate challenge, insight and analysis. I have nine years of post qualification experience and my strengths include collaborating across various levels within the business with excellent communication skills. Alongside my regular financial reporting responsibilities, I have worked on many projects providing financial modelling and support have lead activities such as the corporate planning process. As a Health and Wellness Advocate, I have a passion to help people to introduce healthier habits into their day to day lives without it being too overwhelming and onerous. I provide coaching support to ensure my clients maintain motivation and to help them feel the best versions of themselves!Financial Analysis
SAPCost PlanningExpense ReportingHealth & WellnessFood & BeverageProject AccountingCoachingBusinessFinance & AccountingFinancial ReportingNutritionMeal PlanningAromatherapyFinancial Modeling - $40 hourly
- 5.0/5
- (146 jobs)
As an experienced Personal Finance Manager and Business Reporting Specialist, I am passionate about empowering individuals and businesses to make informed financial decisions that maximize their financial potential. With a diverse background in procurement, project cost accounting, system implementation, and budgeting, I possess a unique set of skills that sets me apart in the world of personal finance management and business reporting. Having held pivotal roles as a Procurement Manager, Project Cost Accountant, and Personal Finance Manager, I have honed my expertise in financial analysis, cost reduction, and strategic planning. My hands-on experience in various system implementations and budgeting projects has also given me a strong foundation in leveraging technology to optimize financial management processes. My services are tailored to provide personalized financial solutions to help individuals and families achieve their financial goals, build wealth, and secure a stable financial future. I specialize in budgeting, debt management, saving strategies, retirement planning, and financial education to ensure my clients understand their finances comprehensively. I offer expert guidance in financial reporting and budgeting for businesses to improve transparency, efficiency, and decision-making processes. My meticulous attention to detail and strong analytical skills allow me to deliver accurate and actionable financial insights that drive growth and profitability. When you work with me, you can expect clear communication, dedication to your financial success, and a customized approach considering your unique needs and aspirations. Let me help you unlock your financial potential and transform your personal and business finances for lasting success.Financial Analysis
Financial ConsultingFinancial PresentationSystem Installation & UpgradesMicrosoft ExcelSpreadsheet AutomationProject ManagementBookkeepingPersonal BudgetingFinancial ReportingExcel MacrosCost AccountingPersonal Finance & Wealth ManagementBudget ManagementFinancial Planning - $50 hourly
- 5.0/5
- (2 jobs)
I'm a quantitative financial analyst and algorithmic trading data scientist with over 15 years of professional experience in technical and trading roles at hedge funds and major trading companies. I'm an expert at all aspects of systematic trading, going from raw idea, to fully automated systematic trading strategy. Strategy design & signal development Whether you arrive with a rough sketch or a fully-formed hypothesis, I help translate it into clear rule sets or statistical signals. Robust back-testing I build event-driven test environments that respect market microstructure: realistic fills, spreads, latency, and transaction costs. Applied machine learning (when it adds value) Some problems benefit from additional pattern-detection—regime classification, order-flow imbalance, or adaptive position sizing. Where appropriate, I incorporate ML techniques, but only when they improve risk-return relative to simpler rules. Deployment & oversight Strategies can be delivered as semi-automated tools (you review signals, click to trade) or fully automated pipelines posting orders to Interactive Brokers, Alpaca, or exchange APIs. Independent model review Funds often retain me for a “second opinion” on in-house or vendor models before capital is committed. I examine code, data-handling, leakage risk, and performance attribution, then provide a concise report highlighting strengths, weaknesses, and remedial steps. Expert witness & litigation support I assist in cases involving algorithmic trading, model risk, or market abuse—providing clear technical analysis and expert testimony. --- I'm very laid back about how engagements begin, and I appreciate that clients are keen to have conversations with multiple freelancers before choosing one. I'm happy to have a call and chat through your ideas and what I can add while you're deciding. Whilst I'm not new to quant finance, I am new to Upwork, and I've set my rate artificially low while I get some initial reviews. Pls see my work history, bio, and website for more information. Bayesmetricanalytics.comFinancial Analysis
Deep LearningNatural Language ProcessingStatistical AnalysisSales AnalyticsData ScienceCloud ComputingTime Series AnalysisMachine LearningAPI DevelopmentQuantitative ResearchData AnalysisDatabaseSQLPython - $90 hourly
- 5.0/5
- (5 jobs)
Expert Business Consultant | Morgan Stanley, BNP Paribas, IBM, Careem ✅ Exceptional Quality ✅ Passionate Commitment ✅ Clear Communication ✅ Detail-Oriented ✅ Thrives in Fast-Paced Environments I am an experienced Financial Analyst and Business Consultant with a proven track record at leading global firms such as Morgan Stanley, BNP Paribas, IBM, and Careem. I specialize in delivering data-driven insights and strategic solutions to both institutional and corporate clients worldwide. 💼 Core Specializations: 📌 Equity Market Analysis: Fundamental analysis to assess market trends and investment opportunities 📌 Central Bank Rates & Economic Indicators: Monitoring global economic trends and their market impact 📌 Financial Modeling & Analysis: Building robust models to forecast business performance and optimize decision-making 📌 Debt Restructuring: Helping individuals and businesses navigate complex liabilities, and implement sustainable recovery strategies. 📌 Excel Data Analysis: Transforming complex data into actionable insights with advanced Excel skills 📌 Investor Presentations & Reports: Crafting compelling reports and pitch decks tailored to stakeholders 📌 Financial Planner & Investment Strategist 📊 Business Consulting Services: 📌 Business Strategy: Aligning business models with long-term growth objectives 📌 Market Research & Competitive Analysis: Identifying market trends and benchmarking against competitors 📌 Business Plans & Pitch Decks: Creating persuasive business plans to secure funding and drive growth 📌 Data Analysis & Performance Optimization: Leveraging data to enhance efficiency and profitability 🌎 Crypto & Blockchain Expertise: 📌 Crypto Market Research: Identifying opportunities in the evolving digital asset space 📌 Crypto Technical Analysis: Using technical indicators to assess market movements 💡 Tailored Solutions for Every Business Size: With expertise across various business sizes, I offer tailored solutions designed to meet the specific needs of: ✅ Startups: Building scalable business models, securing funding, and ensuring forecastable cash flow ✅ Small Businesses: Creating detailed growth plans and optimizing financial performance ✅ Midsize Businesses: Supporting regional expansion, financial forecasting, and operational efficiency ✅ Large Corporations: Developing global expansion strategies, conducting market research, and preparing investor presentations 🔥 New Services Offered: ✅ Live Consultations: 1-Hour Consultation: Comprehensive session covering business models, investor readiness, and cash flow forecasting 30-Minute Consultation: Quick, focused advice on specific challenges or questions ✅ Market Research Services: Starter Tier: Essential market analysis (8-12 pages) Standard Tier: Comprehensive research with customer analysis and TAM calculation (20-25 pages) Advanced Tier: Strategic insights with survey writing, competitive benchmarking, and growth recommendations (35-45 pages) ✅ Business Plans & Pitch Decks: Customized for startups, small businesses, midsize companies, and large corporations Tailored marketing plans available as an add-on service 💡 Why Clients Choose Me: ✅ Ownership of projects from start to finish ✅ Transparent and consistent communication ✅ Strict adherence to deadlines and deliverables ✅ Proven ability to analyze macroeconomic environments and drive efficiencies in challenging markets 🚀 Partner with me to elevate your business with expert insights, data-driven strategies, and actionable solutions that deliver measurable results.Financial Analysis
Data Analysis ConsultationExcel MacrosMicrosoft ExcelConsultation SessionCash Flow ModelingMarket AnalysisMarket ResearchData AnalysisFinancial ProjectionFinancial ReportFinancial ConsultingFinancial ModelingBusiness PlanFinancial Analysis & Valuation - $115 hourly
- 5.0/5
- (3 jobs)
My mission is to empower business and individual development through tailored financial management practices. With over a decade of global market experience, I bring more than just financial guidance. I collaborate with you to unlock strategic insights that drive growth and long-term success. Whether it's Financial Analysis & Reporting, Agile Project Management, or leveraging AI adoption. My approach is tailored to help your business thrive in a dynamic, evolving market. I understand that every client is unique, which is why I offer flexible, ongoing support, whether in-person or virtually. As your financial partner, I work closely with you, providing insightful evaluations and strategies. Helping you navigate complex environments with confidence. Specialities: - Financial Analysis, Reporting & Forecasting (IFRS) - Due Diligence & Risk Assessment - Digital Transformation & Agile Project Management Sincerely, Christopher Hemingway Founder & Financial Accountant | ACCA MemberFinancial Analysis
StrategyManagement AccountingFinancial ReportingAnalytical PresentationInvestment ResearchFinancial AccountingProject ManagementBusiness ManagementInvestment StrategyForecasting - $70 hourly
- 5.0/5
- (6 jobs)
Qualified Chartered Accountant with ten years' experience in bookkeeping, accounting, internal audit and risk management. I have a diverse portfolio of bookkeeping and accounting clients covering a range of industries including marketing, hospitality, software development, coaching, product sales, recruitment, charities and non-profits. I also have previous corporate experience from a multi-billion dollar global logistics firm and Big Four accounting professional services Key skills and experience include: bookkeeping, payroll, management reporting, process improvement, system implementation, accounts payable, accounts receivable, account reconciliation, invoice follow-ups, company set-ups, annual reporting, corporation tax returns, companies house alignment and more. A motivated individual with a passion for learning, I pride myself on high-quality work and strong communication. If you're looking for an accountant or bookkeeper to be part of your team, ready to help and get stuck in, then reach out and let's chat!Financial Analysis
TypingMicrosoft VisioMicrosoft Power BIFinancial ReportingData AnalyticsMYOB AccountRightQuickBooks EnterpriseXeroQuickBooks OnlineAccountingData EntryMicrosoft ExcelBank ReconciliationBookkeeping - $90 hourly
- 5.0/5
- (9 jobs)
💼 $𝟭𝟭.𝟱𝗕 𝗶𝗻 𝗠&𝗔 𝗗𝗲𝗮𝗹𝘀 𝗖𝗹𝗼𝘀𝗲𝗱 | $𝟴𝗠 𝗶𝗻 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 | 𝟭𝟬𝟬+ 𝗛𝗮𝗽𝗽𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 🏢 𝟭𝟱+ 𝗬𝗲𝗮𝗿𝘀 𝗼𝗳 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 in Investment Banking, M&A, and Startups, with cross-sector expertise in E-commerce, Energy, and Media. 𝗔𝗯𝗼𝘂𝘁 𝗠𝗲 Hello! I’m Artem, a seasoned finance leader with over 15 years of experience in investment banking, M&A, and corporate development. I’ve had the opportunity to work with some of the world’s top financial institutions and rapidly growing startups, including Bank of America Merrill Lynch and PwC. I’ve led transactions totaling $11.5 billion and raised $8 million in funding for my own startup. In my most recent role as Head of Deals for a Singapore-based rollup fund, I managed acquisitions for a portfolio of e-commerce brands with assets worth $120 million. My aim is to simplify the complex world of finance for your business and help you achieve measurable success. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗜 𝗢𝗳𝗳𝗲𝗿 🔹 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 I use sophisticated financial models to help you plan for sustainable growth, guiding you with data-backed insights and clear financial roadmaps. 🔹 𝗔𝗰𝗰𝘂𝗿𝗮𝘁𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 With a keen eye for detail, I conduct in-depth analyses to determine the true value of potential investments, helping you make informed decisions. 🔹 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗗𝗲𝗮𝗹 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗶𝗻𝗴 & 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 I specialise in structuring deals that benefit your business while minimizing exposure to financial risks. 🔹 𝗠𝗲𝘁𝗶𝗰𝘂𝗹𝗼𝘂𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗥𝗲𝘃𝗶𝗲𝘄 I conduct comprehensive due diligence to ensure the viability and profitability of your investments before moving forward. 🔹 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 I have hands-on experience raising capital and can guide you in securing the right funding aligned with your business goals. 🔹 𝗠𝗲𝗿𝗴𝗲𝗿 𝗮𝗻𝗱 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 From deal sourcing to post-acquisition integration, I provide end-to-end support for smooth, successful M&A transactions. 🔹 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 & 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 I apply my corporate finance expertise to streamline operations and improve your company’s financial health. 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝘃𝗶𝗲𝘄𝘀 “Artem’s financial insights and deal structuring expertise were invaluable to our fundraising efforts. Highly recommend him!” – Founder, E-commerce startup “We engaged Artem for an M&A project, and his strategic thinking was instrumental in closing the deal smoothly.” – CEO, Private Equity Fund “His financial modeling skills are unmatched, and his ability to simplify complex data made all the difference.” – Director, Tech Startup 𝗛𝗼𝘄 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂 If you’re looking for practical financial advice and hands-on support with M&A, fundraising, or strategic financial planning, I’m ready to collaborate with you. Whether it’s creating a detailed financial model, raising capital, or evaluating a potential acquisition, I’m here to help you navigate every step of the process. Let’s discuss how I can add value to your business. 𝗖𝗼𝗿𝗲 𝗦𝗸𝗶𝗹𝗹𝘀 🔹 M&A Strategy & Execution 🔹 Deal Sourcing & Pipeline Management 🔹 Financial Modeling & Valuation 🔹 Due Diligence & Risk Management 🔹 Negotiation & Deal Structuring 🔹 Strategic Business Development 🔹 Capital Raising & Investor Relations 🔹 Team Leadership & Scaling Operations Let’s get in touch! I’m here to simplify your financial challenges and drive your business to success.Financial Analysis
Private EquityInvestment BankingInvestment StrategyTeam ManagementDue DiligenceBusiness AnalysisChartered Financial AnalystMicrosoft PowerPointFundraisingPitchbookMicrosoft ExcelCompany ValuationFinancial Projection - $65 hourly
- 5.0/5
- (64 jobs)
I am a CFA-qualified freelance investment writer with over 20 years of financial services experience. Based in the UK, I specialise in producing content for investment managers, wealth managers, financial advisers, financial publications, and FinTech companies. Whether it’s a simple one-off project or a long-term assignment, I can assist you with: - Thought leadership - Portfolio commentary - Market commentary - Wealth management content - Equity/stock research and content - Mutual funds / ETF research and content - FinTech content - Investment Policy Statements (IPS) - Investment guides - Thematic investment reports - Ghostwriting - Financial editing - Other bespoke investment/financial writing I have worked in both private wealth and institutional asset management and have knowledge in relation to equities, fixed income, alternative investments (private equity, commodities, real estate), ESG investment strategies, hedge funds, family offices, mutual funds, ETFs, investment trusts, and more. Companies/organisations that I have produced content for include: - BlackRock - Credit Suisse - WisdomTree - Industrial and Commercial Bank of China - Close Brothers Asset Management - eToro - CMC Markets - Good Money Guide - The Motley Fool - 2iQ Research - Featherstone Partners - Bowmore Wealth Management - IQ-EQ - Saudi Arabia Public Investment Fund (PIF) I am deadline driven, and I aim to consistently exceed my clients' expectations. A link to my personal investment writing website is attached below. Please don't hesitate to get in touch if you believe I could help you with your requirements.Financial Analysis
WritingPortfolio ManagementEquity ResearchInvestment ResearchFinancial Writing - $40 hourly
- 5.0/5
- (148 jobs)
Combined thirty years of accounting, analytical, project management & directorship experience as qualified accountant based in UK. Enthusiastic, proactive and successful roles within the Financial Services sector. Experience as an accountant & finance director within the finance / fund management / e-commerce sectors. Vast experience in using Excel for many data analysis / accounting / reporting / financial models .Financial Analysis
Cost AccountingCorporate StyleFinancial ModelingProject FinanceBusiness PresentationManagerial FinanceJob CostingFinancial AccountingFinance & AccountingBudget ManagementTechnical AccountingIntuit QuickBooksMicrosoft Excel - $75 hourly
- 5.0/5
- (28 jobs)
Tailor made Microsoft Excel Models built to last Model Any Situation perfectly and with the least user input. Whatever set-up you need, reach out and let's get you working. And all the other stuff about me Free Hour video consultation to discuss your project, through MS Teams - send me a message with your availability and email address we can set one up quickly. Upwork Discount: I provide a substantial discount on my standard rate when booked through upwork Microsoft Excel Expert Business Intelligence Reporting Analyst I am a Buckinghamshire (not far from London, England) based data analyst with over 20 years of professional experience working on analysis and reporting projects. I specialise in delivering bespoke reporting and data-management functionalities on projects both large and small. Originally educated at both Eton College & Oxford University as a Scientist (specially Biochemistry - multi-layered systems of chemical pathways more complex than found any business) I have become well versed in creating highly complex integrated databases which can be easily maintained and reduce user error. I have significant experience in automation of financial and not financial reporting information. Projects vary in size and scope; however, using my experience in Business, Finance, and Science I am able to quickly identify what you really need to achieve the result you desire. Stop saying to yourself "there must be a better way" and instead let me find it for you! Marginal gains or step-change, just get in touch. Whilst there are many issues I can fix, here are some in which I am most in demand. A: Automation/Visualisation of Reporting Financial Month End, Utilisation Statistics, In-depth reporting - whichever and whatever it may be I am here to help - you can either tell me what you currently do, and I can develop a solution to give live or periodic data at the touch of a button. (Specialities: Microsoft Power BI, Microsoft Excel, SQL, Oracle, + many more besides) B: Automation of Process Process design is key to any excel or database system, often simply moving fields into a different order can pay dividends in speed of input and reduction in errors. C: Simplification of Data Entry Often repetitive tasks can be automated and drive not simply business efficiency, but improved data collection and interrogation. I can use my years of experience to find the best way to let your users spend their time in the most productive fashion. D: Data cleanse As I have so many formula to choose from if you provide data to me, in most formats, I can identify formulae to cleanse and separate information into appropriate fields. Core Competencies: Specialist in Microsoft Excel, Microsoft Power BI, PowerPivot, Know & Transform, PowerQuery SharePoint, OneDrive Data Visualisation Data Cleanse Integrated Reporting Systems / Enterprise Reporting Systems Excel sheets to maintain monthly reporting Budgeting/Forecasting/Planning Purchase Order (PO) SystemFinancial Analysis
ForecastingAutomationMicrosoft Power BIPower QueryData AnalysisMicrosoft Excel PowerPivotPresentationsFinancial ReportingFinancial ModelingMicrosoft Excel - $125 hourly
- 4.7/5
- (229 jobs)
Who I am: ✅ Top Rated content and analysis for startups and financial services, focused on building your brand, your professional standing, and getting you clients and capital faster ✅ Founder of The Fund Marketing Group, boutique financial marketing agency for listed firms, Fintechs, asset managers, hedge funds, PE funds, VC funds, property funds ✅ First-hand experience in financial markets with 5+ at two UHNW family offices and 2+ years as an analyst for a Swiss Long Short Equity hedge fund. What I do: 🏆 Content marketing and branding for Fortune 500 companies, VC-backed Fintechs, multi-billion dollar investment funds 🏆Decks that have raised $350+ million for startups and funds over the last 5 years (including from Richard Branson and Roman Abramovich) 🏆 110+ satisfied clients We can do great things together if: ✅You are a top-notch investor/manager/entrepreneur but just don’t have the time to write content, articles, and decks yourself to stand out ✅You are not fully satisfied with your current marketing materials ✅ You need someone to nail 100% your company’s brand, product, and offers in a relatively short time When you work with me you will have content that will make it easier for you to: ✅Build your brand recognition and reputation ✅Raise capital and fine new investor leads ✅Become a leading voice and thought leader in your niche Please message me to learn more about my services and what I can do for you.Financial Analysis
Blockchain, NFT & CryptocurrencyAsset ManagementEmail MarketingStrategic PlanBusiness PlanFinance & AccountingInvestment ResearchBusiness AnalysisEmerging Tech ConsultationFundraisingCopywritingAdvertisingBusiness WritingFinancial Writing - $40 hourly
- 5.0/5
- (7 jobs)
I am a Certified Global Management Accountant (CIMA). I have a diverse background including both management and financial accounting with over 10 years of financial experience working for large and medium sized companies. I am a native English speaker and have a BA degree in Business and an MSc in Business from the University of Bath. Most recently I was the Finance Controller for a £190m turnover business and responsible for the financial leadership and development of 10+ finance professionals. I have a can do attitude and delivered process improvements, developed financial policies, up-skilled the team and led through a transition to private equity and following sale to a listed company. I would like to help support you and your business and am flexible in my arrangements.Financial Analysis
Financial ManagementFinancial ReportingBookkeepingCost AccountingXeroFinancial AccountingGeneral LedgerPayroll Accounting - $20 hourly
- 5.0/5
- (33 jobs)
Hi! I'm very pleased to meet you. I'm Diego Ramirez and I am associate (Manager) at an investment bank. Additionally, I'm currently candidate for a Post Experience Master in Finance at London Business School (#1 Master in Finance according to Financial Times and QS Ranking). Furthermore, during this programme I am an exchange student for the MBA programme at Columbia Business School. Also, I was CFO of a fintech (Backed by Y Combinator). Y-Combinator is a start up accelerator that have helped grow Dropbox, Airbnb, among others. Additionally, I have worked in an venture capital fund founded by the Head of Europe of the IFC Venture Capital Department and in the Venture Capital Investments department at of a 400M Euros European Venture Fund. In general I've done investment bankers, venture capital investment and corporate finance activities, which includes high quality excel financial models and presentations for investors. I really think I could help you with your financial model.Financial Analysis
Project FinanceCorporate FinanceInvestment StrategyVenture Capital ConsultingFinancial PresentationInvestment BankingFinance & AccountingFinancial ProjectionFinancial ModelingFinancial Planning - $25 hourly
- 4.8/5
- (58 jobs)
✅ eCommerce Accountant / Bookkeeper | ✅ Amazon Bookkeeping Expert | ✅ Shopify Bookkeeping Professional | ✅ QuickBooks Online Advanced Certified ProAdvisor | ✅ A2X Partner | ✅ Certified Public Accountant (CPA) | ✅ Zoho Books | ✅ Accounts CleanUp | ✅Certified Xero Accountant | ✅ Tax Consultant | ✅ Expert in Dealing with HMRC and Companies house | ✅ Corporation Tax (CT600) | ✅ VAT Returns (MTD) | ✅ Confirmation Statements | ✅ Financial Statments Submission | ✅ Payroll | ✅ IFRS | ✅ Financail Analyst | ✅ Tax Accountant | ✅ UK Company Formation With more than 15 years of experience in optimizing financial processes and insuring regulatory compliance, I am a committed full time Accountant , Certified Bookkeeper and Registered TAX Practitioner . I have extensive experience in Xero , Intuit QuickBooks , Zoho Books , Wave accounting , Freeagent , Pandle , Sage50 , NetSuite, MS Excel , Google Spread sheet , Dext , A2X , Stripe , Paypal , Square . Dealing with Complex accounting needs of Amazon , Shopify ,Walmart , eBay , Etsy . My Expertise Includes, • Bookkeeping and Clean Up : Ensuring accurate and organized financial records. • Managing Chart of Accounts: Customizing and maintaining your accounts for clear financial tracking. • Accounts Receivable & Payable: Efficiently managing invoices, payments, and collections. • Bank Reconciliation: Keeping your accounts balanced and up-to-date. • Business & Personal Accounting: Handling all aspects of your financial needs. • Management Accounts and Reports: Providing detailed insights into your financial activities. • Third-party App Integration: Seamlessly integrating various apps to streamline your workflow. • General Journal Entries: Recording and managing all financial transactions. • Invoicing & Billing: Creating and managing invoices for timely payments. • Profit & Loss Statements: Analyzing your business performance for better decision-making. • Balance Sheets: Presenting a clear view of your financial position. • Cash Flow Management and Forecasting: Ensuring your business has sufficient liquidity and planning for the future. • Data Migration into Accounting Software : Transferring your financial data seamlessly. • Tax Compliance : Ensuring adherence to tax regulations and timely filings. • Year-End Reporting : Preparation and submission of Annual Accounts Statements ,Confirmation Statements , Corporation Tax to HMRC . • Payroll management : Correctly recording NIC and Paye as per HMRC regulations. • Budget and variance analysis • Cleanup : Expert setup or cleanup of your Books for a clean and organized financial infromtion. My goal is to maintain accurate records and give my clients satisfaction with my job. Feel free to reach out to discuss how I can support your financial needs. Thank you.Financial Analysis
Payroll AccountingAccounts ReceivableAccounts PayableAccount ManagementBookkeepingWave AccountingXeroSage 50cloudQuickBooks OnlineFinancial ReportBudget ManagementBank ReconciliationZoho BooksAccount Reconciliation - $25 hourly
- 5.0/5
- (7 jobs)
As a skilled actuary and financial modeller, I combine advanced analytical expertise with practical industry knowledge to deliver precise, data-driven solutions for insurance and finance. With a first-class degree in MORSE (Mathematics, Operational Research, Statistics, and Economics), I bring a rigorous quantitative foundation to complex risk assessments, pricing models, and financial projections. My experience in General Insurance allows me to develop tailored, automated tools—from reserving analyses to capital modelling—using Excel, VBA, and other actuarial software. I ensure accuracy, efficiency, and clarity in every project, whether optimising underwriting processes, validating data integrity, or building dynamic financial reports. Currently pursuing actuarial qualifications, I bridge academic theory with real-world applications, offering clients reliable insights and scalable solutions. Trusted for my ethical approach, meticulous attention to detail, and commitment to deadlines, I help businesses make informed decisions with confidence.Financial Analysis
Problem SolvingData AnalysisVisual Basic for ApplicationsMicrosoft ExcelData EntryFinancial ModelingProofreadingMicrosoft OfficeMathematicsCommunication EtiquetteEnglish - $10 hourly
- 5.0/5
- (3 jobs)
With 9+ years of experience, I specialize in transforming complex health and research data into actionable insights. I've supported over $370k in research funding, analyzed data from 9,000+ hospital patients, and helped clients publish in top-tier academic journals. My expertise spans ICD-10 analysis, predictive modeling, clinical outcomes, and research design, using tools like Python, R, Stata, and SPSS. From hospital datasets to PhD research, I deliver clear, evidence-based insights that drive decisions in healthcare, academia, and policy. Let’s work together to turn your data into meaningful results. Joshua.Financial Analysis
BookkeepingHospitalPublic HealthQualitative ResearchQuantitative ResearchIBM SPSSMicrosoft Power BIMicrosoft ExcelData VisualizationData AnalysisData EntryVirtual AssistanceSurvey - $15 hourly
- 5.0/5
- (7 jobs)
I’m a Business Plan Writer experienced in writing winning business plan for small and medium-sized businesses. Whether you’re trying to win loan, linvestors, grant, I can help. Regular communication is important to me, so let’s keep in touch.Financial Analysis
BusinessWritingExecutive SummaryMarket AnalysisBusiness Plan WritingBusiness PlanPitch DeckFinancial ProjectionBusiness Writing - $15 hourly
- 5.0/5
- (4 jobs)
I deliver excellent Data Analysis, Surveys, Excel Data Analysis and more. Need clear, accurate, and insightful analysis from your survey or research data? I specialize in data analysis that drives informed decision-making across academic, business, and research projects. With succefully completed projects and a proven record of excellence, I offer expert services in: My Services Include: ✅ Survey and questionnaire design ✅ Data cleaning, coding, and organization ✅ Descriptive and inferential analysis (Chi-Square, T-test, ANOVA, Regression, Correlation, etc.) ✅ Multivariate analysis and structural equation modeling (SEM) ✅ Time series and panel data analysis ✅ Data interpretation and clear report writing I help clients transform raw data into meaningful insights using tables, charts, and visual storytelling. Whether you're analyzing health surveys, finance reports, educational data, or market research, I ensure accuracy, clarity, and relevance every step of the way. What You Get: ✅ Step-by-step documentation of all processes, models, and data sources ✅ Ongoing updates, open communication, and regular check-ins ✅ Easy-to-understand reports and actionable insights Ready to make your data work for you? Let’s collaborate—send a message today to get started!Financial Analysis
Research & StrategyLead GenerationGoogle SheetsData VisualizationQualitative ResearchSurvey Data AnalysisMarket ResearchAcademic ResearchTechnical WritingData AnalysisMicrosoft ExcelQuantitative ResearchAcademic WritingStatistical Analysis - $300 hourly
- 5.0/5
- (9 jobs)
Strategy, finance and operations consultant and interim director partnering with founders, investors and C-suite to identify, value and capture opportunities for growth, both organic and through M&A. Substantial experience working on international engagements with global leading companies and startups in Technology (Fintech, Healthtech, Edtech, SaaS, DTC), Energy, Media and Entertainment, Consumer Goods. Managing Director with Monkfeet Ventures – London-based Strategy and Finance Advisory; Principal with Embarc Advisors – San Francisco based Corporate Finance Firm; Venture Partner with Bonsai Capital – London/New York-based VC investor; Principal with Oliver Wyman, Strategy and Finance Consulting; Consultant with Accenture Strategy, Global Technology Strategy Consulting. Fluent in English, French, Portuguese and Spanish. Typical engagements: • Identifying and valuing strategies • Designing, developing and planning new propositions or products • Designing business operations, and launching and managing new business roll-outs • Designing and developing digital products and services • Improving performance, and aligning operations and costs with strategy • Creating financial projections and plans, and developing and analysing scenarios • Producing investor documents and raising capital • Identifying and assessing acquisitions, strategic partnerships and joint-ventures Recent example engagements: Strategy, Growth, Innovation • Business model innovation and go to market strategy for Energy as a Service for global Energy Major; • Innovation and growth opportunities analysis for leading US wealthtech provider; • Pricing strategy for subscription model for payments data security services company; • Performance analysis and pricing strategy of service operations for cash management technology provider; Financial Projections and Modelling, Interim CFO • Financial reporting and planning & interim CFO for various companies: film production studio, online rental platform, membership community, retail/ecommerce company; marketing and merchandising company, mobile payments solutions company, organic skincare care company, bakery and restaurants chain; • Financial models for various ventures: medical device startup, health and wellness startup, games development studio, B2B lending origination platform, care homes operator; • Financial planning and restructuring plan for a wine producer; Capital Raising and M&A: • 450k pre-seed capital raise for AI assistant for software development; • 5m seed capital raise for payments company in travel sector; • 3m seed capital raise for activities listing and booking marketplace; • 5m seed capital raise for online lending origination and financial insights platform; • Merger of digital and mobile banking platform with B2B crypto payments platform; • Acquisitions targets mapping and screening for legal services and technology provider; Venture Capital: • Investment memo for investment in theatre production company for a media group; • Portfolio analysis and investment strategy for London-based emerging VC investor (25m fund); • Medtech VC portfolio analysis and valuation (100m fund) for an investor (LP); • Strategy and capital raising support for a London/New York based VC investor for multiple ventures in fintech, health sciences and gaming; • Strategy and business plans for investments in natural resources, for investor group - helium production, diamond exploration, medical cannabis production, energy operations; • Analysis of investment opportunities in robotics, fitness tech and cybersecurity, for a San Francisco based Strategic Finance firm;Financial Analysis
Business ConsultingBusiness AnalysisBusiness ModelingInvestor OverviewCorporate StrategyDigital StrategyFinancial PlanningPricingInvestment PreparationCorporate FinanceAcquisitions - $100 hourly
- 5.0/5
- (10 jobs)
I’m Irene, Founder of LUKiNconsulting.com, former Amazon professional, and a TechWomen100 Award winner. I help teams and businesses move smarter and faster, turning research, intelligence and structured project support into real-world results. When you work with me, you’re not just hiring a freelancer, you’re gaining a trusted right-hand partner you can rely on, long-term. -- About Me -- I specialise in bridging insight and execution. With a background in Continuous Improvement, Market Research and Strategic Consulting, I bring structure, clarity, and momentum to clients that need a dependable partner they can trust with sensitive, high-impact work. My role is simple: I will make your goals easier to reach and your projects easier to manage. Whether it’s detailed research, business intelligence analysis or day-to-day PMO support, I will plug into your team as much as required, working proactively, communicating clearly and always thinking a few steps ahead. -- What I Bring -- ✔️ Business Research & Market Intelligence: Delivering actionable insights through structured research, trend analysis, stakeholder mapping and competitive intelligence. ✔️ Business Intelligence & Data Analysis: I'm the author of 'Business Intelligence Essentials You Always Wanted to Know'. I will help you build dashboards, reports and analysis that tell the story behind your numbers. Skilled in Power BI, Tableau, QuickSight, Excel and more. ✔️ Project Management Office (PMO): Experienced in setting up and supporting PMOs from scratch, building workflows, templates, check-ins, project tracking, and stakeholder updates — so you can focus on strategic decisions instead of operational chaos. ✔️ Writing & Presentations: Clear, sharp business writing and executive-level decks that make your insights or proposals impossible to ignore. Key tools: Canva, PowerPoint, Keynote, Prezi. -- Industries I’ve Supported -- • Public Sector | European Union | European Commission • Renewable Energy | Lithium | Electric Vehicles • Manufacturing & Automotive • E-commerce & App Development • Professional Services | Coaching | Consulting • Media | Entertainment | Film & Games • Nutrition | Sports | Aesthetic Medicine -- Why Clients Choose Me -- • I work like an extension of your team: proactively, reliably and independently • I care about the goals and results • I value clarity, professionalism and trust above everything else; that is why most of the engagements with my clients are long-term -- Tools I Work With -- • CRM & PMO: Zoho (CRM, Projects), Salesforce, Monday.com, Trello, Asana • Document & Knowledge Management: Notion, Confluence, Google Workspace, SharePoint • Survey & Research: Qualtrics, Typeform, Google Forms • Reporting & Dashboards: Power BI, Tableau, QuickSight, Google Data Studio • Design & Presentation: Canva, PowerPoint, Keynote, Prezi • Automation & Integrations: Zapier, Make If you’re looking for someone who can own a project stream, translate complexity and data into action and free up your time to focus on the bigger picture, let’s connect.Financial Analysis
Continuous ImprovementSQL ProgrammingDecision MakingMacrosStrategyProcess InfographicsAutomationAnalyticsGoogle AnalyticsSQLTableauMicrosoft ExcelBusiness IntelligenceMicrosoft Power BI - $60 hourly
- 4.2/5
- (86 jobs)
Are you looking for strategic help with your business or project? Rigorous, dynamic business or financial consulting? I am a Top Rated Financial Modelling Consultant with over 8 years of experience in the finance sector. I worked as a Senior Investment Research Analyst at Moody’s for more than 5 years, and as a Financial Auditor at KPMG, one of the big 4 audit firms for 2 years. I have gained exposure in Banking, Consumer, Manufacturing, E-commerce, Tech, Healthcare, SaaS, Oil and gas, Mining, Renewable, and Hospitality. Services: Business Valuation, Financial Modelling, Investment Research, Business Analysis, Financial Analysis, and Investment Note Writing. I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives. Shoot me! I am looking forward.Financial Analysis
Financial PlanningMicrosoft Power BICompany ResearchInvestment BankingFinancial ProjectionCash Flow ModelingCompany ValuationEquity ResearchForecastingPro Forma StatementFinancial ModelingBusiness AnalysisInvestment ResearchMicrosoft Excel - $15 hourly
- 4.5/5
- (8 jobs)
Are you a UK limited company director seeking assistance with Annual Accounts, Corporation Tax, VAT or Bookkeeping? Services I offer: ✔ Preparation & filing of Annual Accounts ✔ Preparation & filing of Corporation Tax Returns (CT600) ✔ Filing your confirmation statement ✔ Preparation & filing of VAT Returns ✔ VAT Registration & Confirmation statement ✔ Bookkeeping Services (Xero, Quickbooks, FreeAgent) Hi, I am an ACCA certified accountant with 3+ years of experience working in accountancy practices across the UK, preparing and filing 500+ accounts and returns till date. My areas of expertise are Bookkeeping, Annual Accounts, Corporation Tax, and VAT Returns, Company secretarial services, and with extensive practical experience, I have gained much expertise in them. Why Choose Me? ◾ UK Expertise: In-depth knowledge of UK accounting standards and tax regulations. ◾ Accurate & Timely filings: Your filings will be accurate and submitted on time to avoid penalties and ensuring timely compliance. ◾ Ensuring Maximum Tax Savings: With extensive experience in UK tax, I am able to identify and claim all eligible allowances, reliefs and deductions that your company is eligible for. ◾ Transparent Pricing: No hidden fees, just a simple and affordable service. ◾ Excellent Communication: I'll keep you informed throughout the process and answer any questions you may have. ➡ Feel free to contact me 24/7 for an initial consultation to discuss your project.Financial Analysis
Transaction Data EntryAccounting SoftwareLight BookkeepingXeroPitch DeckBuildiumFinancial ManagementFinancial ModelingQuickBooks OnlineBookkeepingPayroll AccountingAccounts ReceivableAccounts PayableIntuit QuickBooks - $60 hourly
- 5.0/5
- (4 jobs)
Hello, I'm Nikita! 👋 Looking to elevate your financial or tech content game? You're in the right place. I create high-impact, data-driven content that simplifies complex topics for your audience—while driving some impressive metrics. 📊 Core Competencies: 💹 Financial & Technology Copywriting 🔍 SEO-Optimized Content 📝 Business Plan & Proposal Writing 🎬 YouTube Scripting 📈 Data Analysis & Presentation Qualifications: 🏅 Chartered Financial Analyst (CFA '20) 📚 Five years as an Analyst at Bloomberg 💡 Co-founder of two blockchain startups Recent Outcomes: 🎥 Financial YouTube Channel: Crafted viewer-centric scripts that led to a 25% increase in channel subscribers and a 30% boost in viewer engagement over a year. 💎 Crypto Startup: Authored SEO-friendly blog articles with strategic CTAs, resulting in a 28% boost in demo request conversion rates. 💌 Asset Management Firm: Revamped the newsletter content strategy, achieving a 16% improvement in open rates and a 21% uptick in click-through rates. Industry Expertise: My background in finance is anchored by a five-year stint at Bloomberg in London 🇬🇧. This journey has given me the skills to translate complex financial data into palatable content, confirmed by my CFA credentials. Entrepreneurial Flair: Beyond the conventional, I've put on the entrepreneurial hat 🎩 and co-founded two startups in the tech space (NFT aggregator and B2B Video SaaS), honing my skills in content marketing and product management. What I Aim to Achieve for You: I'm here to fuse my financial acumen, tech-savvy, and content creation talents into content that educates, engages, and converts. 📈📝🎯 Next Steps: Feel we're a match? Let's connect and see how we can make your content shine. ✨ Contact: 🔗 LinkedIn: /nkorchunov 🌐 Website: nkorchunov.comFinancial Analysis
GhostwritingScriptwritingSEO WritingBloomberg TerminalContent WritingEnglishBlog WritingBlockchain, NFT & CryptocurrencyFinancial WritingProduct ManagementChartered Financial AnalystInvestment ResearchWritingCopywriting - $100 hourly
- 5.0/5
- (40 jobs)
I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.Financial Analysis
Month-End Close AssistanceCash Flow AnalysisMicrosoft ExcelFinancial ModelingFinancial Analysis & ValuationInternational Financial Reporting StandardsFinancial PlanFinancial ReportingBusiness StrategyBusiness ModelingFinancial ManagementManagement AccountingGoogle SheetsFinancial Planning Want to browse more freelancers?
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