Hire the best Financial Analysts in Idaho

Check out Financial Analysts in Idaho with the skills you need for your next job.
  • $50 hourly
    I am a Certified Public Accountant with ten years of professional accounting experience. I am an accomplished communicator, with excellent organizational, decision making, and time management skills, and have a proven track record of consistently meeting and regularly surpassing demanding performance goals. I am Xero and QBO certified Proactive, innovative and highly influential, I am seeking a challenging but rewarding position, which is why I was naturally drawn to this exciting opportunity. During the course of my career, I have gained a specialist’s understanding of financial instruments and accounting software, and have also been effective in explaining complex information in a comprehensible manner. My key accounting and financial competencies include, but are not limited to, maintaining financial records, managing budgets, risk assessments and business strategy reviews.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Startup Consulting
    Accounting Software
    Gusto
    Xero
    CPA
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
    Tax Preparation
    Tax Return
  • $50 hourly
    Bachelor’s Degree from Boise State University in Accountancy with 14 years accounting experience working in multiple industries - which include e-Commerce and dairy food manufacturing. Prepared, reviewed, and issued formal financial statements for the owner group, while managing accounting staff. * Proficient with many differing systems, NetSuite, MS Great Plains, QuickBooks, Xero * Manage accounting projects, setting up accounts, sales tax accounts and reporting, software set-up * Successfully completed outside audits year after year * Lead several projects for increased efficiency * Strong analytical skills to interpret data * Critical thinking skills to analyze data and factor relevant application * Ability to communicate to leaders, ask critical questions, and offer solutions * Continual improvement mindset
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Accounting Principles & Practices
    Balance Sheet
    Budget Planning
    Financial Reporting
    Accounts Payable
    Income Statement
    Bank Reconciliation
    Capital Expenditure
    QuickBooks Online
    Microsoft Dynamics GP
    Management Skills
    Financial Audit
    Cash Flow Statement
    Accounts Receivable
    Oracle NetSuite
  • $55 hourly
    I am a Certified Public Accountant and QuickBooks Online expert. I specialize in helping small business owners free up their time to focus on growing their business. ▶︎ 𝗔𝗠 𝗜 𝗔 𝗚𝗢𝗢𝗗 𝗙𝗜𝗧 𝗙𝗢𝗥 𝗬𝗢𝗨? • Are you a small or start up business needing 5 - 20 hours per month of bookkeeping? • Are you using (or ready to switch to) QuickBooks Online? • Do you need an expert who can teach you what you need to know, in plain English? • Would you like to be able to ask an expert your questions as needed? • Are you looking for help with one of these industries:🏠 Real Estate, 🖥️ E-Commerce, 👩 Professional Services, or🔨 Construction? If you answered yes to the above questions, here’s how I can help you with your small business. 1. 𝗦𝗲𝘁 𝘂𝗽, 𝗰𝗮𝘁𝗰𝗵 𝘂𝗽, 𝗮𝗻𝗱 𝗸𝗲𝗲𝗽 𝘂𝗽 𝘆𝗼𝘂𝗿 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 - Accurately record your transactions so you can have clean, tax-ready financials - Keep a clean paper trail and attach supporting documentation in QBO - Track your Payables (Bills) and Receivables (Invoices) to help you manage cash flow - Reconcile your bank accounts so you can be sure the numbers are right - Customize reports so you can understand the numbers and gain actionable insights 2. 𝗛𝗲𝗹𝗽 𝘆𝗼𝘂 𝗰𝗵𝗼𝗼𝘀𝗲 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁𝘀 𝗔𝗽𝗽𝘀 𝘁𝗼 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲 𝘄𝗶𝘁𝗵 𝗤𝗕𝗢 𝗮𝗻𝗱 𝘀𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 3.𝗪𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂 𝘁𝗼 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝘆𝗼𝘂𝗿 𝗰𝗮𝘀𝗵 𝗮𝗻𝗱 𝗯𝗲 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗰𝗮𝘀𝗵 𝗻𝗲𝗲𝗱𝘀 4. 𝗦𝗲𝘁 𝘂𝗽 𝗮 𝗯𝘂𝗱𝗴𝗲𝘁 𝗮𝗻𝗱 𝗺𝗼𝗻𝗶𝘁𝗼𝗿 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗴𝗮𝗶𝗻𝘀𝘁 𝘁𝗵𝗲 𝗯𝘂𝗱𝗴𝗲𝘁 5. 𝗧𝗲𝗮𝗰𝗵 𝘆𝗼𝘂 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗸𝗻𝗼𝘄 𝗮𝘀 𝗮 𝘀𝗺𝗮𝗹𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿 𝗮𝗯𝗼𝘂𝘁 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲 I've worked with clients from a variety of industries but I'm especially good at: 🏠 Real Estate Clients Include: Vacation Rentals, Short-term and Long-term Residential Rentals, Commercial Rentals, Property Managers, Developers, Investors, and Flippers 🔨 Construction Clients Include: Flooring Subcontractors, Home Remodelers, Residential Construction 🖥️ E-Commerce Clients include: E-course Sellers, Subscription Services, Retail Sellers, Amazon Sellers Tech Stacks: Shopify, Paypal, Stripe, Chargify, Universe, Infusionsoft, Authorize.net 👩 Professional Services Clients Include: Dentists, Appraisers, IT Consultants, Web Developers, Tutoring Services Tech Stacks: Bill.com, ADP (payroll) ▶︎𝗛𝗢𝗪 𝗗𝗢𝗘𝗦 𝗜𝗧 𝗪𝗢𝗥𝗞: 1. Book a FREE, no obligation discovery call with me 2. If we decide to move forward, you'll add me as an Accountant user to your QuickBooks Online account so I can complete a FREE Diagnostic Review for you. 3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry! ▶︎ 𝗠𝗬 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 • I have been working with QuickBooks since 2008 and have the Advanced certification in QuickBooks Online. • I graduated Magna Cum Laude with a B.S. Economics • I earned my Master’s in Business Administration in 2011 • I am an actively licensed Certified Public Accountant in Idaho ▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬: ⭐⭐⭐⭐⭐ "I've been with Robin several years now and have grown from 1 real estate investment business to 3 separate businesses. Her knowledge across these businesses has been extremely helpful. Her communication and prompt replies to my questions keeps my time on bookkeeping to a minimum and let's me focus on running my businesses." 𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝗜 𝘄𝗮𝗻𝘁 𝘆𝗼𝘂 𝘁𝗼 𝗱𝗼 𝗻𝗲𝘅𝘁: Send me a message so we can start a conversation about your project and your needs. Don't worry - there's no obligation and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation. If we are a good fit, you'll get tax-ready, accurate, and timely financials prepared by an expert that you can rely on. Send me a message and let's chat!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    QuickBooks Online
    Accounts Payable Management
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Budget Management
    Microsoft Excel
    Bank Reconciliation
  • $80 hourly
    Hi there! My name is Alberta Hill, and I am the business manager at Excelerators, an Upwork agency specializing in Excel and Access projects. We have a team of five expert developers with extensive experience in VBA, SQL, Excel automation, and much more. If you've ever wondered if your spreadsheet can do something, our developers can make it happen! Our agency was formed to leverage our individual skills effectively. My primary strength is administration, allowing me to handle all the details involved in freelancing. This frees up our developers to focus on what they do best: designing amazing database and spreadsheet solutions that are both practical and elegant. At Excellerators, we are all Excel experts and VBA developers. We specialize in business tools built with VBA, formulas, and functions to accomplish and automate all manner of business processes. We produce beatuiful Dashboards for KPIs, reports and analysis. We have a broad range of business experience in many domains. Please be sure to visit our Roster. We look forward to meeting our future clients. If you would like to schedule a free consultation, please let us know a convenient date and time, and I will arrange an Upwork/Zoom meeting. Warm regards, Alberta Hill
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Power Query
    Database Design
    ETL
    Data Analysis
    Financial Modeling
    Data Visualization
    Microsoft Power BI
    Excel Formula
    Microsoft Access
    MySQL
    SQL
    Visual Basic for Applications
    Google Sheets
    Microsoft Excel
  • $80 hourly
    The Problem Solver Current Professional Experience: Business Process Analyst Current Employer (Over $120 Million in Annual Revenue) Oct, 2023 - Present - Conduct market research and competitor analysis to identify growth opportunities and trends, enabling data-driven decision-making. - Develop and implement comprehensive marketing strategies. - Implement marketing automation tools and CRM systems to improve lead generation and customer retention efforts. - Establish and manage marketing budgets ($6+ Million Annual Spend), ensuring optimal resource allocation and ROI. - Collaborate with cross-functional teams, including sales, supply chain, and customer support, to align efforts with business objectives. - Lead and customer tracking - Customer lifecycle/journey development - Projections and modelings - Website refresh, oversight, wire-framing and UI/UX design, e-commerce management - UX/UI design for ERP - Development of the company funnel - Audit current tech stacks of each division, vet and suggest new tech stack changes, training for new tech adoption - Margin and company data analysis - Warehouse optimization and solutions - Document department processes and find efficiency opportunities Previous Background: In 2017 I created a regionally focused CPG offering. I bootstrapped the company out of a 22' box truck that I'd converted into a fully licensed commercial kitchen by hand. After doing six figures in the black our first year with D2C, I was able to secure licensing with the state to become the first fully licensed wholesale manufacturing facility to operate out of a "mobile unit". I was then able to secure contracts with retail partners like Albertsons Grocery Stores as well as wholesale distributors like Sysco Foods. In 2019, our exponential growth allowed me to build out a traditional manufacturing facility where the completely revenue funded brand continued to thrive. When COVID hit in 2020, I was able to successfully transition the brand from a regional offering to a national offering by growing sales through multiple e-commerce channels and launching nationwide shipping. While demand for the brand has never wavered, I decided it would be best for me to shut down my facility and pursue a new path. In addition to bootstrapping my own CPG brand over the last 6 years, I also designed, built, and operated my own bar/restaurant as well as a fully licensed manufacturing facility. Along with my other responsibilities, I also handled all licensing, oversight, and management of over 14 employees on any given shift. I have deep understanding of what it takes to run a "well oiled machine". My expertise includes the full spectrum of administrative functions such as P&L management, expense tracking, scheduling, employee oversight, procurement, corporate communications, C-Suite level relationship development, trend forecasting and contract negotiation. The aforementioned skillsets are only complimented by my deep understanding of sales, marketing, supply chain management, manufacturing, distribution, and logistics. Not only have I've executed the work required in these roles, but I've also built and documented the processes along the way to ensure a replicable system in the future. I work extremely well in fast moving and demanding industries. I'm also accustomed to wearing many hats and I know how to successfully pivot when needed. I have yet to find an environment I can't thrive in and I love a challenge. I feel it's also important to express that I have well over 20 years in executive administration experience, 18 years in sales, 14 years in contract creation and negotiation, as well as 12 years in marketing & social media management. While I'm an autodidact on many topics, I'm also very big on continuing education and personal growth. I'm looking to find projects that will challenge me and allow me to bring real value to companies. Thank you for taking the time to review my submission and I can assure you, I always overdeliver. EXPERTISE Microsoft Suite Scheduling & Logistics CRM Management P&L Planning/Forecasting Expense Tracking & Reporting C-Suite Relationship Development Trend Forecasting/Data Analysis Omnichannel Marketing Business Development Product Development Contract Negotiation Client Management Social Media Marketing Influencer Management Adobe Suite E-Commerce Epicor (ERP Solutions) HubSpot "Hilary is a business advocate in every sense of the word and has been acting in a true "influencer" capacity long before social media was ever created. Coming from a long line of business owners, it's no wonder why some of her deepest passions are helping to create, develop, market and grow businesses of all sizes. Her ability to find or create innovative solutions in otherwise antiquated industries and markets is unparalleled. She is the ultimate "problem solver". - John Thomas (Reference)
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    CRM Software
    Project Management
    Relationship Management
    Brand Identity
    Pitch Deck
    Brand Consulting
    Product Development
    Client Management
    Acquisitions
    Branding
    Data Analysis
    Sales & Marketing
    Business Analysis
    Business Development
  • $111 hourly
    From reselling sneakers and trading cards in my formative years, I drew motivation to pursue finance, aspiring to break free from the limitations of poverty. Education and a career on Wall Street symbolized a path beyond my past constraints. Today, blending finance expertise with my Mexican-American heritage, I offer a distinct perspective on global complexities, unveiling unseen angles through a results-oriented approach. With a proven track record for financial industry giants, I navigated multi-million dollar projects while immersing myself in what my colleagues referred to as the ‘wild wild west’ of finance. While dedicating five years to roles within traditional finance, I discovered that its core is deeply rooted in legacy, displaying a hesitance to embrace innovative technologies like blockchain. Throughout this time, I was captivated by Bitcoin's possibilities as a world reserve asset and its disruptive potential to our fractional reserve monetary system; however, traditional finance’s reluctance to adopt this technology left me frustrated. As Bitcoin and other cryptocurrencies (i.e., crypto) increasingly made headlines, I found myself pondering why conversations about significant industry shifts, such as the FTX fallout, weren't more prevalent. My initial perception of traditional finance as the epitome of my career aspirations slowly transformed; it started feeling more like a detour.  Due to the rapid and evolving nature of the crypto industry, keeping up with its advancements became my commitment rather than a challenge. Amidst the reluctance regarding Bitcoin and the digital asset ecosystem, my dedication to be informed persisted, despite feeling isolated at times. This drive stemmed from my belief in the transformative power of blockchain for those facing circumstances like I once did. The allure of traditional finance, once my beacon out of poverty's grasp, paradoxically confined me in a different way. As I delved deeper into Bitcoin and crypto's potential, I realized their significance for individuals in poverty—a realization unshared by my colleagues at the time.  Regardless of perceptions of crypto, the 'wild wild west', I discovered it isn’t the untamed frontier most see. Instead, it is a space offering hope and empowerment. Crypto is more than just upheaval; it's an industry challenging conventional notions of value —a chance to redefine the essence of wealth and opportunity for those often overlooked. Recent developments at Binance and regulators’ anticipated approval of ETFs, highlight institutions’ growing demand for regulatory clarity in the crypto space. I am eager to both engage in and lead such a paradigm shift in finance.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Economics
    Regulatory Compliance
    Trading Strategy
    ChatGPT Prompt
    Project Management
    Cryptocurrency
    Bitcoin
  • $50 hourly
    SUMMARY Dedicated and focused individual who excels at prioritizing, multi-tasking, taking initiative and following through to achieve project goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Enterprise Risk Management
    Financial Accounting
    Report Writing
    Bank Reconciliation
    Accounting Basics
    Microsoft Excel
    Accounting
    Light Bookkeeping
    Bookkeeping
    Management Accounting
  • $35 hourly
    I am a team player who is highly motivated to become the best that I can be. I continuously strive to do the best of my abilities to be as successful as possible. I believe in asking questions if I don't know the answer and utilizing my resources in all aspects. I have distinctive experience and knowledge on being a business consultant for financial planning purposes and goals. While my primary background comes from the commercial lending space, I also hold an MBA furthering my knowledge in the business world as a whole.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Consulting
    Research & Development
    Loan Processing
    Data Entry
    Community Outreach
    Time Management
    Portfolio Management
    Driven
    Organizational Behavior
    Team Management
    Commercial Lending
    Team Building
    Customer Care
    Multitasking
  • $75 hourly
    Excel Master with 10 years of experience providing Fractional CFO and Accounting services to over 50 clients.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Accounting
    Forecasting
    Financial Projection
    Cash Flow Statement
    Financial Statements Preparation
    Finance & Accounting
    Financial Statement
    Analytics Dashboard
    Cash Flow Modeling
    Budget Planning
    Month-End Close Assistance
    Financial Report
    Financial Model
  • $25 hourly
    I'm a financial analyst with over 10 years of experience in finance and office admin related positions. I am 100% reliable and have an extreme attention to detail. Whether you looking for help with data entry, creating excel reports and budgets, or assistance analyzing your financial data I am here to help!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Accounting
    General Office Skills
    QuickBooks Online
    Financial Reporting
    Budget Management
    Bookkeeping
    Data Analysis
    Microsoft Excel
    Office Administration
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