Name: Financial Analysts
Brand: Upwork
Rating: 4.8 (134 reviews)

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Clients rate Financial Analysts

4.8/5

based on 134 client reviews

$65 hourly
- 5.0/5
- (59 jobs)
✅ THE MOST passionate Financial Analyst on Upwork. With years of Fortune 100 experience and many satisfied Upwork clients, you can trust that I will deliver actionable financial tools! Ready to exceed your expectations with: ► Excel Dashboards (including advanced VBA knowledge) ► Financial Models ► Data Visualization and Storytelling ► Financial Forecasting ► Investment Underwriting ✅ I am an effective communicator, dilligent and detail oriented. There will be no surprises when I deliver you your project on time and you will always be kept in the loop!

Financial Analysis
Budget Management
Real Estate Financial Modeling
Underwriting
Pro Forma Statement
Financial Modeling
Business Valuation
Analytics Plugin
Income Statement
Business Intelligence
Data Visualization
Microsoft Power BI
Microsoft Excel
$200 hourly
- 5.0/5
- (8 jobs)
Finance & Accounting professional with a wide range of experience: - MBA and CFA charterholder (deep & broad financial knowledge) - Former Goldman Sachs analyst (skills: investment research & financial modeling) - Chicago Family Office (managed assets of high net worth clients) - Investment research & portfolio management (stocks, bonds, funds, real estate, derivatives, crypto) - Angel Investor (due-diligence & advising/consulting startups on strategy & financial metrics) Highly proficient at investment/market research, financial modeling & analysis, and business consulting. Also skilled at general data analysis, simple workflow automations, and data visualization. If I don't know something: first I'll admit it, then I'll figure it out (or help you find someone who can)! Hobbyist ultramarathon runner, aspiring Ironman. New dad trying to balance being a present father with my own ongoing professional development.

Financial Analysis
Accounting
Due Diligence
Business Consulting
Investment Research
Financial Consulting
Startup Consulting
Data Analysis
$120 hourly
- 4.9/5
- (114 jobs)
With over 9 years of hands-on experience in using Excel and Google Sheets on a daily basis, I bring a wealth of expertise to every project. As a Licensed CPA, I have honed my skills in leveraging these tools to their fullest potential. My proficiency extends particularly to Google Sheets, where I am highly efficient and adept at utilizing all available functionalities. This experience enables me to create a wide range of dashboards and projects, reflecting my commitment to accuracy and efficiency in data management and financial analysis.

Financial Analysis
Bookkeeping
Spreadsheet Software
Microsoft Word
Google Sheets Automation
Administrative Support
Budget Planning
Google Docs
Google Sheets
Cost Analysis
Accounts Receivable
Accounting
Payroll Accounting
Accounts Payable
Microsoft Excel
$50 hourly
- 4.6/5
- (1 job)
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyse financial status, recommend business strategy and prepare fianncial planning. Tech-savvy in use of spreadsheets, accounting and financial management software. Looking for an opportunity to combine my passion for data analysis and process automation with comprehensive background in treasury and finance.

Financial Analysis
Forecasting
Budget Planning
Financial Planning
Big Data
Accounting
Management Accounting
Analytics
Data Analytics
$85 hourly
- 5.0/5
- (13 jobs)
Ross is a non-practicing attorney who has helped executive leadership, and diverse, mission-focused organizations navigate through pivotal moments – such as scaling for growth, merger, and transformation programs – while integrating cultural, strategic, and operational initiatives. Experience includes forging strong partnerships to drive executive vision, enhancing performance through effective growth strategies, and leading cross-functional teams through Agile methodologies to achieve value creation with significant improvements in business efficiency and cost reduction.

Financial Analysis
AI Consulting
AI Builder
AI Bot
Sales
Business Strategy
Microsoft Power BI
Financial Model
Strategic Planning
Executive Support
Investment Research
Data Modeling
Machine Learning
Business Operations
Due Diligence
$150 hourly
- 4.8/5
- (29 jobs)
With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the information you need, when you need it, to get the best possible outcome. I have owned, and sold, my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. I can help with M&A whether it's getting your company ready for sale/investment or helping to evaluate, purchase, and integrate an acquisition. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. I believe that cash is the life blood of a company and can fix many issues. Your job is to grow your company my job is to help you realize its full value.

Financial Analysis
Financial Modeling
Financial Planning
Mergers & Acquisitions
Xero
Budget Management
Microsoft Excel
Accounting
Financial Projection
Intuit QuickBooks
$110 hourly
- 5.0/5
- (2 jobs)
I'm a Real Estate Private Equity professional at AIC Ventures specializing in debt placement, risk and credit underwriting of tenants, real estate markets, and economic conditions. I take absolute pride in providing knowledge and data for the General Partners to make investment decisions for our investors. Being a fiduciary with integrity is of the utmost importance. Aside from working at AIC Ventures, I've spent time in the brokerage world, providing market data and analysis to top Real Estate Brokers at Stan Johnson Company. While there, I honed my skills surrounding real estate market dynamics and the affect of global, national, and local economic variables as they pertain to real estate. Finding my career landing spot at AIC Ventures, I'm proud to say I work for a firm focused on winning with integrity and finding solutions that are achievable and advantageous to all those with which we interact: our capital sources (lenders and investors), our tenants, and my fellow employees.

Financial Analysis
Commercial Lease
Corporate Finance
Real Estate
Financial Modeling
$150 hourly
- 4.5/5
- (62 jobs)
My name is Irv Williamson, and for the past 14 years, I have been helping small business owners better understand their businesses. I am a financial advisor who has successfully transitioned from Fortune 50 companies to smaller entrepreneurial organizations. With a mix of Controller and CFO skills, I show smaller companies how to integrate big company Finance and Accounting best practices without the big company bureaucracy. How am I different: - My services are affordable - fixed monthly fees starting at $2,000 - I provide full-time consulting services and do not treat this as a "side gig." - I have experience as a CEO, CFO, Controller, and Manager of Financial Planning and Analysis - I have successfully led the financial implementation of 9 ERP systems. - I have worked through 2 company exits, 2 Chapter 11 bankruptcies, and 4 financial turnarounds. - I have expertise with Power BI to automate reporting and analysis. What is my experience? - 7 years Controller, and Financial Analyst with two $40+ Billion companies - 21 years CFO with $10 to $100 million Private Equity, Family-Owned and Entrepreneurial Businesses - 14 years of experience providing fractional and interim CFO services, first as a Partner at Tatum CFO (now Randstad CFO) and currently as the solo practitioner at Growth Guidance Solutions (GGS) - My deepest industry experience lies in: Tech/SaaS/eComm – Professional Services – Manufacturing – Construction - Staffing - Implemented 9 ERP systems How I can help? - Forecasting and budgeting - Power BI expertise in building financial analysis and dashboards - Financial planning and analysis - Demystify Amazon Business Central data and reports - Cohort analysis - Excel modeling - 3 statement econometric models - KPI development and reporting - Managing accounting and bookkeeping staff - Speedy Month-end close best practices - Big Data trend analysis - Reporting gross profit by customer, employee, and service offering - Implementing profit improvement programs - Crisis management - ERP systems integration and optimization - Cash forecasting - Preparing for an exit - Conducting buy-side and sell-side due diligence - Securing financing - Optimizing QuickBooks - Full role fractional CFO or Controller

Financial Analysis
Cost Variance Analysis
Amazon FBA
Pricing Strategy Consulting
Cash Flow Modeling
Financial Reporting
Microsoft Power BI
Shopify
Inventory Management
SaaS
CRM Automation
ERP Software
Data Analysis Expressions
Accounting Software
Accounting Principles & Practices
$35 hourly
- 5.0/5
- (3 jobs)
I am extremely self-motivated and consistently recognized for the ability to master new skills and concepts quickly. I am an energetic motivated team player. Passionate about people and helping businesses to succeed. I've been successfully working in smaller start-up tech companies as well as Fortune 500 companies. + Assist the CEO in various administrative or operational activities, such as coordinating, scheduling, and preparing for meetings or presentations, gathering information and/ or conducting analyses needed for the company’s work, and channeling communication between the organization and sponsor companies. + Prioritize and manage multiple projects simultaneously and follow through on issues in a timely manner. + Project management responsibilities such as creating detailed project plans, coordinating and assigning internal resources, and ensuring timely delivery. + Maintain direct and active relationships with partners, including proactively resolving business and technical issues and serving as an internal advocate + Support identification of strategic product partnerships and help bring these opportunities to life in our product for our customers + Communicate market opportunities, needs and partner feedback to teams to inform product roadmap and prioritization + Collaborate with design, product, engineering, legal, finance, marketing, and PR to launch new product partnerships

Financial Analysis
Scheduling
Training
Financial Accounting
Project Management
Communications
Administrative Support
Project Analysis
Financial Report
$150 hourly
- 5.0/5
- (2 jobs)
I successfully co-founded and bootstrapped a consulting business called Sonoma Partners that we sold to big four consulting firm Ernst & Young in March 2018. While at Sonoma Partners, I performed all of the CEO duties including leadership and execution of sales, marketing, and finance. Sonoma Partners focused on CRM implementations for enterprise and upper mid-market businesses, with a focus on the Salesforce.com and Microsoft Dynamics CRM platforms. Sonoma Partners built an amazing employee culture and we won more than two dozen awards for our employee sanctification and experience. I also authored six different computer software books about Microsoft Dynamics CRM as the "official books" for Microsoft Press. Prior to Sonoma Partners, I co-founded a SaaS online appointment service via angel funding that we successfully sold to Trident Capital. My background also includes experience in mechanical engineering and product design, as I worked at Motorola and Fortune Brands as a design engineer after college.

Financial Analysis
Financial Modeling
Startup Consulting
Salesforce CRM
Executive Coaching
Microsoft Dynamics CRM
Business Coaching
Customer Relationship Management
Sales Leadership
Marketing Strategy
Sales Management
Strategy
$350 hourly
- 5.0/5
- (39 jobs)
My passion is authoring new strategies from the ground up in a collaborative effort with specialists on trade desks or with individual traders. My focus is twofold: execution algorithms and research. I studied Financial Math (MSc) at University of Chicago and Math (BA) at Oberlin College. These two focal points play out in many different ways, including coaching manual traders in discipline and risk management. I have found great traction working with clients in building out trade strategies and business planning for wealth management or trading firms. Pure research, project management, execution code for automation, and helping traders form concise hypotheses about what they are seeing in their markets. I would be an excellent addition to existing work flows as a leadership/management intermediary between a technical team and end users like traders and risk managers. Languages and Software: Python, NinjaTrader8 (C#), Kraken Python API, Python's Dash Expert in Trading Technologies Algo Design Lab (ADL). ---------------------------------------------- Types of projects I have been a part of: -- Improve an existing discretionary trade, then convert part of the trade into gray-box execution algorithms. Example: Built algos that manage complex execution logic once a trader launches into a given product and selects parameter values. Used during narrow time windows watching for specific phenomena. For example: detecting certain order flow patterns during the first 5 seconds of the German DAX future open. -- Make a spreader algo agnostic to exchange and spread type. Example: Built a spreader to handle for the order type differences between CME, CBOT, NYMEX, COMEX, EUREX, ICEUS, ICELIFFE. Also, allowed for the code to be usable for exchange-native spreads (calendar spreads and inter-commodity spreads) and for spreads built by an end user. -- Additional full examples are under Other Experiences. ---------------------------------------------- Hourly fee listed is for larger projects. Hourly fee for smaller projects will be higher.

Financial Analysis
Project Plans
Project Management
Python
Research & Strategy
Financial Modeling
Data Analysis
Dash
EasyLanguage
Market Analysis
NinjaTrader
$80 hourly
- 4.9/5
- (55 jobs)
I love to read, write and experiment with various modes of expression. I have written thousands of pieces – news articles, opinion pieces, fiction, academic papers, consulting reports, expert opinions, correspondence … even a Ph.D. dissertation. When writing, my goal is to organize and deliver information to my target audience as effectively as possible. In this day of acronyms and emojis, writers tend to avoid lengthy, meandering pieces. Instead, they focus on how to convey dominant emotions and messages in the shortest possible time. I get that! But the fact of the matter is that I appreciate and savor – literally revere – the ability to use language better than most. So, even in an ever-changing world catering to people with short attention spans, I continue to search for pieces of work that uphold the finest traditions of authorship while presenting timely, cogent thoughts. I have traveled all over the world, been a successful business consultant, an economics professor, a journalist, a TV pundit and a sportsman. I absolutely love being a husband and father. But nowhere do I find more pleasure on a daily basis than in the simple pursuit of expressing myself properly, whatever the subject matter and whoever the audience.

Financial Analysis
Creative Writing
Market Analysis
Research & Strategy
Competitive Analysis
Business Plan
Financial Projection
Business Analysis
White Paper Writing
Qualitative Research
Journalism Writing
Business Modeling
Real Estate Investment Assistance
Business Consulting
Business Strategy
$200 hourly
- 5.0/5
- (3 jobs)
✦ Elevate Your Business with Expert Fractional CFO Services 🚀 Unlock the full potential of your business with specialized fractional CFO services. With a focus on payroll, financial reporting, forecasting, budgeting, and payment processing, I bring a wealth of experience to drive your business forward. Whether you are a manufacturing firm or a professional service provider like an accounting or law firm, I am equipped to streamline your financial operations and deliver exceptional results. ✦ Excel and VBA Mastery 📊 My advanced skills in Excel, including PowerQuery and VBA, are unmatched. I specialize in connecting to databases and performing intricate tasks to streamline your financial data management. From automating repetitive processes to creating powerful financial models, my VBA expertise ensures your business operates at peak efficiency. ✦ Comprehensive Financial Expertise 💼 My expertise extends across a broad spectrum of financial services, including: - Acquisitions & Mergers: Seamlessly manage acquisitions and mergers with expert guidance and strategic planning. - Automation & Dashboarding: Transform data into actionable insights using Power Apps, Power BI, Tableau, OneStream, SAP, SAP BPC, AS400, NetSuite, and other ERP systems. - Financial Technology Implementation: Ensure smooth implementation and integration of finance software to enhance efficiency and scalability. - Strategic Financial Planning: Develop robust strategies for scaling your organization, improving chart of accounts, and optimizing G/L processes. - Procurement & Financing: Secure bank loans, lines of credit, and private placement memorandums to fuel your business growth. - CAPEX Management: Effectively manage capital expenditures and track variances. - Break-even Analysis: Conduct detailed break-even analyses for international logistics operations and international commodity purchases. ✦ Why Choose My Services? 🌟 - Tailored Solutions: Customized financial solutions designed to meet the unique needs of your business. - Industry Specialization: Extensive experience in manufacturing and professional services sectors. - Executive-Level Support: Proven track record of interfacing with executive leadership and C-suite teams. - Client-Centric Approach: Committed to delivering exceptional service to clients ranging from $5M to $50M in size. ✦ Let's Connect 📞 Ready to take your business to the next level? Contact me at: - Phone: (224) 707-8502 - Email: justin@hpm-consulting.com Partner with me to unlock your business's full potential with expert fractional CFO services and unparalleled Excel and VBA skills.

Financial Analysis
Pitch Deck
Graphic Design
Business Operations
SAP Manufacturing Execution
Due Diligence
Ecommerce SEO
Tableau
Vendor Management
Commodity Management
Market Research
Business Analysis
Logistics Management
Excel Macros
Payment Gateway Integration
$85 hourly
- 4.9/5
- (62 jobs)
Upwork expert-vetted, dynamic and motivated individual with an MBA and Industrial Engineering degree. Dependable and organized team player with the ability to communicate effectively and efficiently. Skilled at building relationships with employees across all levels of an organization.

Financial Analysis
Business Modeling
Industrial Engineering
Flowchart
Business Process Modeling
Business Process Reengineering
Lucidchart
Process Engineering
Process Improvement
Microsoft Visio
Continuous Improvement
Lean Consulting
Lean Manufacturing
Six Sigma
Business Analysis
$75 hourly
- 5.0/5
- (10 jobs)
Whether it's squeezing every dollar to its fullest potential or managing a huge balance sheet, I can help. I managed a full book of clients and understand the needs of high net worth (HNW) professionals. As a former J.P. Morgan private wealth advisor managing $200MM in assets, I have an expertise in: - Asset allocation - Alternative Investments - Succession planning - Wealth Projections - Liquidity events (i.e. sale of business) - Behavioral Finance Training - Investment Lessons I am also a Certified Financial Planner (CFP), and I have a deep understanding of the needs, challenges, and what drives success in wealthy individuals. Note that discussions and projects via Upwork are NOT considered financial advice. Upwork is not a financial institution, which is required for legal financial advice. For fiduciary advice, we can work together through my full-time employer, which is a Registered Investment Advisor.

Financial Analysis
Financial Planning
Investment Strategy
Presentations
$50 hourly
- 5.0/5
- (3 jobs)
I’m a senior financial analyst with over 8 years experience at a Fortune 50 company. I have worked on various roles and projects at this company, including but not limited to: - Proficient in financial analysis and reconciliation of financial reports, statements, and statistical data - Expert in all Microsoft office products, especially Excel, including VBA, macros, pivot tables, complex formulas, etc. - Experienced with monthly and annual ledger close of account data/transactions and detailed statistical data to ensure 100% accuracy and reconciliation - Some experience with QuickBooks and other financial software - Have worked on numerous complex projects to ensure any new accounts, transactions, codes, etc. will be properly added to existing programs and financial books - Very high learning agility and take pride in learning new programs/software very quickly

Financial Analysis
Financial Statements Preparation
Financial Statement
Corporate Finance
Finance & Accounting
Financial Reporting
Bookkeeping
Microsoft Excel
Story Editing
Account Reconciliation
Proofreading
Editing & Proofreading
Microsoft Office
Book Editing
English
$100 hourly
- 5.0/5
- (1 job)
Matt is an experienced consultant with experience across several different industries and case types. Matt has worked directly with senior stakeholders and management teams to audit financial performance, perform company and industry diligence, create financial/cash flow/valuation models, and create management presentations. Matt has also done work for private equity and corporate clients doing corporate development/M&A work. Matt has helped clients evaluate potential acquisition opportunities, prepare investment review packages for the management team, and perform due diligence (including managing third parties), valuation analysis, and proposal development for potential acquisitions. While still new to UpWork, Matt has worked on a handful of side projects helping clients with all their financial modeling and analysis needs. His clients receive detailed work that includes all of the information necessary for them to start, grow, or improve the financial and operational aspects of their business. Clients will receive excel models, presentation decks, and memorandums completed with the upmost excellence and representative of best industry practices used today.

Financial Analysis
Data Entry
Cash Flow Modeling
Financial Reporting
Financial Modeling
Microsoft Excel
Valuation
Financial Statement
Data Analysis
$75 hourly
- 5.0/5
- (11 jobs)
I am an Excel specialist with a focus on creating clear and thorough financial models and dashboards. My experience in private credit and public accounting has honed my data analysis skills and allowed me to master automation using VBA and Python. As a CPA, I am extremely detail-oriented and my background in private credit enables me to evaluate financial risk through analysis, market research, and strong communication skills. I have a passion for understanding the specific needs of a business or project and finding solutions to challenges. My expertise combines business acumen with technical proficiency to design financial models and dashboards that meet your needs perfectly.

Financial Analysis
Microsoft Excel
Visual Basic for Applications
Forecasting
Financial Modeling
$35 hourly
- 5.0/5
- (1 job)
I’m a former consultant that has extensive experience in Excel and PowerPoint. I also have expertise in financial and operational due diligence. I’ve consulted multiple Fortune 100 corporations and worked hand-in-hand with C-Suite level executives.

Financial Analysis
Corporate Communications
Finance
Microsoft Excel
Microsoft PowerPoint
$60 hourly
- 5.0/5
- (1 job)
I am Certified Public Accountant with a wide range of experience ranging from small to large multi-national companies. I possess a data-driven mindset and consider my main expertise to be in financial reporting and analysis. My experiences include leading corporate accounting functions, conducting financial analysis, and building financial models, budgeting and forecasting results. My favorite projects have involved analyzing and transforming data into a visually appealing dashboard or report that provides strategic insights.

Financial Analysis
Data Analysis Expressions
Data Modeling
QuickBooks Online
SQL
Microsoft Power BI
Data Visualization
Financial Model
Dashboard
Budget
Forecasting
Financial Reporting
CPA
Sage
Financial Accounting
$100 hourly
- 5.0/5
- (8 jobs)
🔹 About Me: Greetings! With a proven track record as a Professional Options Trader, I bring over two decades of expertise in trading US Stock, Crypto, Oil, Grains, and Interest Rate options. Currently engaged as a full-time trader, I am excited to expand my horizons by offering my specialized skills on a freelance basis. My commitment to precision and success is the cornerstone of my trading philosophy. 🔹 Services Offered: I specialize in options trading across various markets, delivering comprehensive solutions to meet diverse client needs. Whether it's optimizing portfolio returns, managing risk exposure, or strategizing around market trends, I provide tailor-made trading solutions that align with individual goals or your business consulting needs. 🔹 Key Skills: Strategic Analysis: Employing quantitative analysis to make informed trading decisions that capitalize on market opportunities. Risk Management: Skillfully navigating volatility to minimize risk and ensure steady portfolio growth. Market Trends: Proficiently identifying and interpreting market trends to adapt trading strategies accordingly. 🔹 Why Choose Me: Clients choose me for my extensive experience and a history of delivering results in the dynamic options trading landscape. My strategic insights, attention to detail, and unwavering commitment to success set me apart in this competitive field. 🔹 Let's Collaborate: If you're seeking a seasoned options trader to optimize your portfolio or provide expert insights, I'm here to help. Let's connect and explore how my two decades of experience can contribute to your financial success. Feel free to reach out through the provided contact information or use the button below.

Financial Analysis
Mathematics
Analytics
Critical Thinking Skills
Risk Management
Financial Risk
Derivatives Trading
$65 hourly
- 5.0/5
- (2 jobs)
I'm a leader that thrives in supply chain operations and process optimization. My collaborative leadership leads to successful partnerships across divisional boundaries in order to implement new processes and guide organizations through smooth change management. My strengths lead to efficiency, efficacy, and growth: understanding business strategic directions and trends beyond the supply chain organization; working cross-functionally in business process development, implementation, optimization; leading and motivating strong supply chain teams through global challenges

Financial Analysis
Financial Model
Inventory Management
Demand Planning
Statistical Analysis
Marketing Management
Market Research
Analytics
Business Management
Management Skills
Supply Chain Modeling
Advanced Analytics
Supply Chain Management
Change Management
Management Consulting
$125 hourly
- 5.0/5
- (2 jobs)
Over the past 10+ years I've been fortunate to build a career in community development finance and economic development, especially through research and analytics by helping organizations make data-driven decisions and develop research-backed business strategies.

Financial Analysis
Data Visualization
Research Papers
RStudio
Policy Analysis
Social Impact Assessment
Market Research
Industry Research
Equity Research & Analysis
Market Analysis
Economic Analysis
Data Analysis
Nonprofit Industry Consulting
Business Consulting
Research Methods
$50 hourly
- 5.0/5
- (1 job)
With over 13 years of experience in Private Equity and Investment Banking leading M&A deals, I bring deep expertise in due diligence and execution. My financial modeling and valuation skills provide data-driven insights to inform high-stakes investment decisions. M&A / Private Equity / Investment Banking Skills - I have a track record of executing at every stage of the M&A lifecycle, including: * Sourcing * Executive Summaries * Investor Presentations * Financial Modeling * Scenario Analysis * Valuation * Deal Structuring * Due Diligence * LOI / M&A Negotiation * Documentation * Employment Agreements * Incentive Plans CFO Skills - Additionally, I have provided CFO services for numerous portfolio companies and small businesses: * Financial Budgets * Financial Analysis * Accounting and Reporting * Board Presentations * Cost Savings Analysis * Cash Flow Management * Client / Product Profitability Analysis * Go-To-Market Strategy * Fundraising Support * Refinancing * Covenant Analysis * Lender Reporting I am eager to begin building a strong reputation on this platform by consistently delivering results and I look forward to hearing from you so that we can discuss working together in the future.

Financial Analysis
Financial Reporting
Corporate Strategy
Forecasting
Microsoft Excel
Due Diligence
Corporate Finance
Finance & Accounting
Investment Banking
Mergers & Acquisitions
Valuation
Private Equity
Financial Modeling
$150 hourly
- 5.0/5
- (0 jobs)
SUMMARY Experienced management consultant, healthcare executive, and client partner with over 20 years of experience. Strategic and performance focused with depth of experience with global teams and distributed delivery models. Key areas of focus include digital transformation, change enablement, and functional execution.

Financial Analysis
RFP Writing
Research & Strategy
Career Coaching
Strategic Planning
Communications
Communication Strategy
Change Management
Program Management
Project Management
$180 hourly
- 4.7/5
- (25 jobs)
🌟 Top Rated Plus Freelancer on Upwork | 100% Job Success 🌟 Are you looking to transform raw data into actionable insights? I bring over 19 years of expertise in business intelligence and data visualization, specializing in creating interactive dashboards using Tableau, Power BI, and Looker. I excel at performing advanced analytics and developing predictive models to enable smarter, data-driven decisions. My expertise also includes website design, brand identity, SEO strategies, and pitch deck creation—empowering businesses to grow and thrive. 📊 Tools and Technologies: ✔️ Dashboard Development and Data Visualization: Tableau, Tableau Prep, Power BI, Looker (Google Data Studio), Salesforce CRM Analytics, D3.js. ✔️ Data Analytics: Python, PostgreSQL, Alteryx, Snowflake, Google BigQuery. ✔️ SEO Optimization: SEMrush, Ahrefs, Moz, Google Analytics, Google Search Console. 📶 Expertise: ✔️ Dashboard Development: Transform raw data into interactive, insightful dashboards. ✔️ Data Analytics: Perform regression analysis, clustering, and predictive modeling to uncover key insights. ✔️ Excel Mastery: Streamline workflows and enhance data processing using advanced Excel techniques like VLOOKUP, Pivot Tables, and Macros. ✔️ Brand Strategy: Provide end-to-end solutions, including website development, SEO optimization, and brand identity enhancements. ✔️ Powerful Presentations: Design compelling pitch decks and PowerPoint presentations to captivate audiences and effectively communicate value. ⭐ Notable Achievements: ✔️ Delivered over 50 custom dashboards for businesses across various industries. ✔️ Reduced reporting time by 40% with dynamic dashboards and filters for precise data segregation. ✔️ Helped clients communicate data-driven insights through impactful and visually engaging presentations. ✔️ Increased website traffic for small businesses by implementing SEO strategies, achieving higher search rankings and lead generation. 💎 Why Work With Me? I deliver tailored solutions that simplify complex data and empower informed decision-making. Whether you need an interactive dashboard, actionable insights, a strategic brand plan, or captivating presentations, I am here to help. Let’s transform your data into a strategic asset—contact me today!

Financial Analysis
Microsoft Excel
Google Sheets
Alteryx, Inc.
Microsoft PowerPoint
SEO Performance
Data Analytics
Business Intelligence
Python
SQL
Dashboard
Microsoft Power BI
Looker Studio
Data Visualization
Tableau
$35 hourly
- 4.9/5
- (38 jobs)
A CPA with an MBA in Finance, I have over 20 years US Corporate experience in all aspects of financial and administrative management. An analytical, strategic, insightful, client-focused, organized provider with attention to detail and eye on the big picture, I partner with clients to positively impact their business.

Financial Analysis
Financial Reporting
Management Skills
Bookkeeping
Intuit QuickBooks
Microsoft Excel
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