Hire the best Financial Analysts in Kolkata, IN

Check out Financial Analysts in Kolkata, IN with the skills you need for your next job.
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  • $40 hourly
    I am a Top Rated Freelancer on Upwork and providing financial services to many clients from more than 12 years. I have PwC experience in diversified functions of Finance, which includes Key Skills: - Build financial models for project finance, structured finance and M&A transactions; - Analyze financial statements (i. Balance Sheet ii. P&L Account iii. Cash Flow Statement iv. Statement of Retained Earnings) and build financial models to project the same for 3 - 5 years; - Analyze large volumes of data to deliver insights and deliver attractive dashboards for pictorial representation; - Budgeting and projection, forecasting - Business valuation - Business plan - Financial Analysis/Analayst - Creation and updating of financial Models in google and spreadsheet . Valuation reports, Financial Management I have worked on real estate models, SAAS models hotel, hospital industry etc to name a few. Exceptionally focused and innovative professional with an eye for detail. I pride myself on the accuracy, meeting deadlines, and the quality of my work.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Due Diligence
    Cash Flow Statement
    Data Visualization
    CPA
    Financial Model
    Financial Reporting
    Chartered Financial Analyst
    Bank Reconciliation
    Valuation
    Financial Projection
    Forecasting
    Financial Variance Analysis
  • $14 hourly
    CA, CFA with strong working knowledge of excel including VBA. Have over 10 years of work experience in the field of creating financial analysis and accounting. This includes around 2 years of full-time freelancing experience. Have very strong of excel and know how to use it in the most effective way. Have knowledge of VBA programming and have already written hundreds of codes. Expert in dashboard creation in MS Excel and Microsoft Power BI. Core skills: - Financial modelling - Financial planning an analysis - MIS reporting - Data entry - Project Management - End-to-end financial due diligence - Excel VBA programming - creating macros, addins, userforms - Accounting - Web scraping - Excel dashboard creation (including Power BI) Why me: Will ensure best in class quality at lowest possible rate. Always strive for process efficiency, leading to lower effective cost for the clients. Would go an extra mile to create the value which not many would do. In addition to these, will also ensure you of: >> Confidentiality & Data integrity >> Organized and presentable solution >> Professional approach >> Committed to deadline >> Use of genuine tools/software so as not to compromise on data integrity
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Visual Basic for Applications
    Budget Management
    Data Scraping
    Data Entry
    Financial Modeling
    Data Analysis
    Microsoft Power BI
    Microsoft Excel
  • $10 hourly
    Introducing IBC Consultants, a premier knowledge services provider, specializing in a wide array of Sales & Marketing support tailored to meet your needs. With over a decade of global clientele, our team of 30 dedicated analysts is committed to delivering exceptional results on every project. Here's what we offer: 1. Lead Generation and Company Research Leveraging top-tier paid databases such as Lusha, Hoovers Avention, Linkedin Sales Navigator, and Crunchbase, we excel in company research, list building, and email hunting. 2. Email Marketing -Build Lists: We create customized email lists of your perfect potential customers. - Write Emails: Craft personalized cold emails that grab attention and prompt responses. - Execute Outreach: Send tailored emails to thousands of potential clients each month. - Close Deals: Receive instant notifications for meeting-ready leads, making it easy to seal the deal. 3. Linkedin Marketing - Find Prospects: We curate precise lists of your perfect prospects on LinkedIn Sales Navigator - Write Messages: Craft personalized cold outreach messages that generate responses. - Execute Outreach: Send tailored messages to thousands of your ideal prospects monthly. - Close Deals: Receive immediate notifications upon lead response, empowering you to seal the deal. 4. Data Enrichment and Data Validation Enhances existing data with demographic and firmographic details, aiding in better audience understanding. Gaining deeper insights into your target audience, refining your targeting and personalization efforts, improving lead scoring and qualification, enhancing sales and marketing alignment, and identifying cross-selling and upselling opportunities. Discover the diverse services offered by India Business Centre on Upwork and witness the transformative impact on your business strategies. Each project incurs unique charges.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    LinkedIn
    Company Research
    Industry Research
    Customer Relationship Management
    Business Analysis
    Microsoft Excel PowerPivot
    Database Management
    Microsoft PowerPoint
    Lead Generation
    Report Writing
    Email Marketing
    Data Entry
  • $20 hourly
    I have 8 years of experience in the Finance industry with 6.5 years in Risk Management and 1.5 years as a Business Analyst in a bank. I have a master's in Business Administration and have completed CFA Level III and FRM Level 1. I have a keen interest in capital markets with a focus on equity and industrial research. I also possess Financial Modelling Skills and can create models based on approaches like FCFF. I am a full-time freelancer and can support Australian or U.S. business hours. In case of any urgent need, full support can be extended. I currently have an Upwork Success score of 100%.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Research Papers
    Academic Writing
    Microsoft Excel
    Risk Management
    Quantitative Analysis
    Financial Reporting
    Financial Modeling
    Tutoring
    Report Writing
    Finance & Accounting
    Business Valuation
    Copywriting
    Business Writing
  • $20 hourly
    CarpeOmnia - Seize It All - In Accounts, Finance, Banking et al Carpe Omnia is a team of professionals having a combined experience of about 2 decades in the field of Accounts, Audit, Banking and Finance. Our team members have certifications in the following courses 1. Chartered Accountancy (Equivalent to CPA / ACCA) 2. CFA, US (ICFA)– Level 2 Complete 3. M.Sc Finance 4. Masters in Business Administration – (Banking & Finance) The team members have full time work experience in the Indian market with exposure to varied sectors including – 1. Banking Sector – Under India’s largest public sector bank. 2. Beverage Segment - Handling the financials of a fast growing domestic alcohol company. 3. External Rating Sector – Under India’s largest external rating agency. We promise, not what sounds good but what is achievable...we promise to be SUPER. S-WIFT at the job U-NIQUE in the output P-ROFESSIONAL in the approach E-CONOMIC in our quotes and most importantly, R-ELATIONSHIP beyond freelancing. So Let's Seize It All – Let's Carpe Omnia.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Economics
    Xero
    Finance
    Econometrics
    Writing
    Investment Banking
    Bookkeeping
    Financial Writing
    Report
    Corporate Finance
    Academic Writing
    Financial Statement
  • $20 hourly
    I am a Certified Chartered Accountant and a certified XERO (2014-20) and QuickBooks Accountant (certificate attached in profile) with 14+ years of experience (including off-shore) with diverse geographic, domain and profound industry knowledge across multiple sectors and markets. I am providing bookkeeping and accounting services for business set ups across the globe. I have been working on all globally recognized software including XERO; QuickBooks; YARDI, AppFolio, Buildium, FreshBooks; Clear books among others. I have extensive knowledge on how to use QuickBooks Online/Offline, Bill.com Accounts Payable, Hubdoc, Zendesk, Salesforce, Expensify, Tsheets, Zoom and Google Sheets/Excel If given a chance, It would be my pleasure to assist you with bookkeeping and preparation of financial statements for your year end reporting and for reporting sales tax / GST and VAT (as relevant). I have specialization in budgeting, forecasting, financial modelling, planning, financial analysis, business valuations. I also offer services like data entry, data mining, web research and other data management services. My core competency lies in my analytical skills and I have been doing bank reconciliation statements, management accounting, budgeting, to preparing of financial statements. I also specialise in Data management where I with my network and resources arranges business and market data globally. I provide all sorts of statistical and analytical reports on the data’s. I have skills and expertise in QuickBooks, MYOB, Tally. I provide bookkeeping and tax preparation services at a very affordable rate. Seeking a challenging and responsible financial/accounting work where natural abilities, experience, education and assertiveness will be most effectively and profitably utilized. 1. High-end excel related work – small excel based accounting/bookkeeping models, creation of extensive macros, creating pivots, charts, auto invoice template generation, etc. 2. Creation of Business plans, forecasting, business modelling, business valuations, budgeting, etc. 3. Para planning, creation of Statements of advices, Investment planning report, providing financial advisory services and portfolio management. 4. Data arrangements, data analysis in different forms (charts, graphs, etc.) 5. Setting up chart of accounts 6. Accounts Receivable -this also includes matching invoices to purchase orders received 7. Accounts Payable (Matching invoices to purchase orders, matching payment receipts to account - credit card or bank - transactions). 8. Account Reconciliations and weekly/monthly status reports. 9. Payroll (Managing payroll - through online payroll software - for small to mid sized businesses) 10. Tax Preparation - for Individuals, LLCs, S-corps, Corps and Partnerships
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Internal Auditing
    Bookkeeping
    AppFolio
    Business Modeling
    Yardi Software
    Corporate Finance
    Property Management
    Buildium
    Business Analysis
    Financial Management
    Bank Reconciliation
    Financial Accounting
    Daily Deposits
    Microsoft Excel
  • $35 hourly
    Get 2-3x More Initial Investor Meetings | Design a 𝗩𝗖/𝗣𝗘 𝗿𝗲𝗮𝗱𝘆 𝗗𝗮𝘁𝗮 𝗥𝗼𝗼𝗺 📈 | I have worked with all Tier 1 VCs like 𝗦𝗲𝗾𝘂𝗼𝗶𝗮, 𝗜𝗻𝘀𝗶𝗴𝗵𝘁, 𝗟𝗶𝗴𝗵𝘁𝘀𝗽𝗲𝗲𝗱, 𝗕𝗲𝘀𝘀𝗲𝗺𝗲𝗿, 𝗧𝗶𝗴𝗲𝗿, 𝗦𝗼𝗳𝘁𝗯𝗮𝗻𝗸 etc. | 100+ successful partnerships with Startups I grasp the significance of whats at stake for you as founders, and I'm here to ensure you can excel and dominate the entire process. Here's what my clients have to say about me: 🎖️"𝗧𝗵𝗲 𝗯𝗲𝘀𝘁 𝗧𝗮𝗹𝗲𝗻𝘁 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝗵𝗮𝗻𝗱𝘀 𝗱𝗼𝘄𝗻" 🎖️"Working with Utsav was an absolute dream for our fundraising journey! 🚀 His insights, dedication, and knack for 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 were very useful in helping us secure our pre-seed round” Founders that work with me 𝗿𝗲𝗱𝘂𝗰𝗲 𝘁𝗵𝗲𝗶𝗿 𝗲𝗳𝗳𝗼𝗿𝘁 𝗮𝗻𝗱 𝘄𝗼𝗿𝗸 𝗹𝗼𝗮𝗱 𝗯𝘆 𝟯-𝟰𝗫 and spend that valuable time to focus on their business. We can work together on any of the following things- 🎯 𝗔 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗣𝗹𝗮𝗻: In case you are looking to starting out a new business or are looking to improve certain aspects of the business (financial / operational). 🎯 𝗗𝗮𝘁𝗮 𝗥𝗼𝗼𝗺 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻: While preparing for a fundraise or M&A, it becomes paramount to have a comprehensive data room to reduce turnaround times and explain your numbers in an engaging manner. What constitutes a great data room? A Solid Pitch Deck Narrative A Comprehensive Financial Model and Projections Market Sizing Research (preferably bottoms up) Detailed Product Roadmap Cap Table (+ More depending on your industry and stage) 🎯 𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻: A well designed proposal which could be suitable for various use cases- Sales Pitch, Fundraise, Product Roadmap, Annual Reports, Company Analysis, Blog Articles etc. 🎯 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴: Anything else you feel you need to get further clarity on your business model, pricing strategies, GTM, margin improvement etc. 🎯 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗗𝘂𝗲-𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲: Having been through almost a 100 fundraises, I can help you either prepare or conduct a due-diligence for any startup/company in a structured manner. Working with me will 𝗿𝗲𝗱𝘂𝗰𝗲 𝘆𝗼𝘂𝗿 𝗱𝘂𝗲-𝗱𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝘁𝗶𝗺𝗲 𝗳𝗿𝗮𝗺𝗲 𝗯𝘆 𝗮𝘁𝗹𝗲𝗮𝘀𝘁 𝟯𝗫. Why do I believe I am well-equipped to assist you? 🌟 I was previously leading an investment banking firm and leading strategy at a fast growing B2B SaaS company. 🏅25 Successful fundraises 🏅50Mn+ Raised 🏅Over 250 Data Rooms and Pitch Decks Built. 🏅Over 500 Financial Projections Reviewed, Refined and Built from Scratch. 🏅Reduced Variable Costs by 40% and working capital by 60% for the B2B SaaS company Sector Expertise: SaaS, Fintech, E-Commerce, Logistics, B2B, D2C Brands. Gaming, B2C Consumer Tech, Health-tech, Climate Tech, Real Estate and more.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft PowerPoint
    Equity Research & Analysis
    Business Planning & Strategy
    Financial Writing
    Financial Projection
    Financial Planning
    Startup Consulting
    Due Diligence
    Business Plan
    Company Valuation
    Venture Capital
    Financial Modeling
    Pitch Deck
    Fundraising
  • $100 hourly
    Anup has the rare crossover of skills in accountancy, finance, excel, databases and programming. He is a first principles problem solver who believes the basic building blocks of all business are the same, and one can focus on these basic parts to solve any problem rather than looking for precedents or 'industry experts'. He has 15,000+ hours of excel experience. In the last 10 years of his consulting practice, he has worked with 240+ clients on 300+ businesses with problems like business forecasting, financial planning, budgeting, resource planning, project management, data management all using the versatile Microsoft Excel. These clients love him, they talk highly of his work. He has been recognized as one of the top financial modellers in the world by Modeloff. Fund managers and investment bankers in Europe and the Americas trust him with their modelling needs. His love for automation on Excel and understanding of finance produce some of the most unique spreadsheet solutions. Some of these help 50+ employee businesses run their operations and keep things on track.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Visual Basic for Applications
    Cash Flow Modeling
    Real Estate Financial Modeling
    Corporate Finance
    SQL
    Real Estate Appraisal
    Financial Reporting
    Financial Modeling
    Microsoft Excel
  • $40 hourly
    My strengths: Keyword research, SEO writing with NLP terms clustering, fluff-free & plagiarism-free writing, I can follow instructions and deliver as per requirements. I have years of experience writing products & services reviews, listicles, comparative reviews, finance & crypto, link-building pillar contents, how-to pieces, Q&As, etc. in the B2C space. In the B2B space, I have experience writing business guides, cost breakups, whitepapers, etc. Software experience: SEO tools: Ahrefs, Semrush, Mangools, SheerSEO Writing tools: SurferSEO, Neuron Writer, PostPace, WriterZen CMS: Working WordPress knowledge Image tools: Photoshop (working knowledge for basic image optimization) My education: I hold a Master's Degree in Economics & Statistics from the University of Calcutta (India).
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Content Writing
    English
    Copywriting
    Online Writing
    Management Skills
    Microsoft Word
    Tech & IT
    Microsoft Excel
    Technical Writing
  • $25 hourly
    India based Chartered Accountant and Certified Xero Advisor with 10 Years of rich experience in Accounting ,Bookkeeping and Auditing. Having a team of qualified professionals. Prior experience in Working with Big4 Audit firm PwC India, PwC Cyprus. Skills include Bookkeeping, Financial Reporting, Accounts payable, Accounts Receivable, Financial Statements of the company (Balance Sheet, Profit and Loss Account, Cash Flow Statement, Statement of Changes in equity), Management Accounting, Cost Accounting, Strong Numerical and analytical skills, Budgeting, Variance Analysis, Strategy Formulation and implementation, Business Planning activities, Cash forecast and treasury management, internal report and compliance functions. Proficient in XERO, QUICKBOOKS, MYOB, REALBOOKS and can prepare books of accounts for year end filing across the globe I have specialization in budgeting, forecasting, financial modeling, planning, financial analysis, business valuations. I also offer data entry, data mining, web research, and other data management services. My core competency lies in my analytical skills, and I have been doing bank reconciliation statements, management accounting, budgeting, and preparing financial statements. I also specialize in Data management, where I, with my network and resources, arranges business and market data globally. I provide all sorts of statistical and analytical reports on the data’s. I have skills and expertise in QuickBooks, MYOB, Tally. I provide bookkeeping and tax preparation services at a very affordable rate. Seeking a challenging and responsible financial/accounting work where natural abilities, experience, education, and assertiveness will be most effectively and profitably utilized. 1. Data Analysis and Preparation of Accounting reports. 2. Virtual CFO 3. Setting up chart of accounts 4. High-end excel related work – small excel based accounting/bookkeeping models, creation of extensive macros, creating pivots, charts, auto invoice template generation, etc. 5. Creation of Business plans, forecasting, business modeling, business valuations, budgeting, etc. 6. Para planning, creation of Statements of advices, Investment planning report, providing financial advisory services and portfolio management. 7. Financial Reporting and Financial Analysis including Data arrangements, data analysis in different forms (charts, graphs, etc.) 8. Accounts Receivable , Accounts Payable , Account Reconciliations and weekly/monthly status reports. 9. Payroll Management 10. Knowledge/Legal Process Outsourcing. I am available for 30 plus hours per week
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Report
    Bank Reconciliation
    Due Diligence
    Legal Agreement
    Bookkeeping
    Account Reconciliation
    Account Management
    Accounts Receivable Management
    Legal Consulting
    Accounts Payable Management
    Balance Sheet
    Xero
    Business Writing
  • $30 hourly
    Summary I am a Chartered Accountant and a Certified Finance Risk Manager (UK GARP). I have delivered Projects involving complex Financial Planning & Analysis, Business Modelling, Investment Analysis, Business Planning and Growth Consulting for Small and Midsize Organizations as well as individual Businesses I have multiple years of experience managing all sub-functions within Accounting. I can help in the preparation and review of Financial Statements as per various GAAPs and handle Controllership roles. In the past, I have also worked with multiple MNCs like Deloitte, Novartis, Trafigura, Disney, ITC, TCS, and Tata Steel in Decision making roles in Finance Contact Me for Financial Planning & Analysis (FP&A) – Modelling, Dashboarding, Business Planning Investment Analysis – Financial Statement Analysis, Growth Projections Modeling, Finance Analysis in Excel Set up of Accounts in Quick Book, Xerox, Tally Preparation and finalization of books of Accounts Bank, AR/AP, Customer/Vendor Reconciliations Management Reporting Finance Controllership Recent Projects Business Planning for a Product Company in the O2C space Finance Planning and Analysis for Disney, TCS, Deloitte Finance Dashboarding for Start-Ups, small businesses, Novartis Excel-based Growth Models Finance Projections and Investment Analysis for multiple Companies Set up of Chart of Accounts and maintenance of accounts in Quick Book for a Product Company in O2C area Finalization of books of accounts for five years for an individual business Bank reconciliation for 10+ years for a small business Finance Controller for a significant subsidiary of a Global MNC Highly Proficient in 1. Microsoft Excel, PowerPoint 2. Anaplan, Tableau, Power BI 3. SAP, Oracle 4. Quick Book 5. Xerox 6. Tally 7. Zoho Reasons why you should work with me 1. Excellent written and spoken English skills 2. Committed to delivering Projects on time 3. 40-60 works/week availability 4. Regular update on the progress of Projects 5. Long term professional relationship with the clients 6. Professional style of working
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Bookkeeping
    CPA
    Accounting Software
    Data Analysis
    Microsoft PowerPoint
    Corporate Finance
    Financial Modeling
    Financial Planning
    Financial Accounting
    Microsoft Excel
    Financial Projection
  • $50 hourly
    I am a professional Chartered Accountant from India with more than 5 years of experience. I have been associated with Moore Stephens India. My experience in providing Management Consulting services to various MNCs including Financial Securities Valuation, Tax advisory, Company Formation, etc. will be of great help in providing services to you.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Financial Modeling
    Management Skills
    Leadership Skills
    CPA
    Regulatory Compliance
    Tax Law
    Business Consulting
    Business Valuation
    Valuation
    Company Valuation
  • $10 hourly
    Greetings! I am an MIS Professional with over 2 years of experience in financial analysis and Management Information Systems (MIS). I have a good background in the Corporate Planning Division of ITC Limited (Fortune 50 Co. India). Services: • Excel/Google Sheets: Formulas, analysis, and automation for efficient spreadsheet management. • Financial Analysis: Key ratios, Data Visualization using Charts, Tables, and Summary Reports. • Dashboard: Accurate data handling and presentation creation. Skills: • Microsoft Excel / Google Sheets • Dashboard • Data Visulaization • Management Information Systems (MIS) • Data Entry, Management & Analysis • MS Word & MS PowerPoint Rest assured, I value my clients' time and the investment they make in my services. Your satisfaction is my top priority.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Visual Basic
    Excel Macros
    Excel Formula
    VLOOKUP
    Microsoft PowerPoint
    Data Analysis
    Spreadsheet Automation
    Google Docs
    Data Entry
    Data Visualization
    Microsoft Word
    Microsoft Excel
    Google Sheets
  • $30 hourly
    Finance enthusiast with a keen interest in Financial modelling , research and capital markets. I am driven by challenges and by constant evolution of financial markets, new age tech and financial services sector. Looking for projects where I can work in challenging projects to uplift my skill and help a financial institution with quality work and analysis to make better investment decisions
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    Investment Banking
    Financial Modeling
    Pitchbook
    Valuation
    Microsoft Excel PowerPivot
    Investment Research
  • $50 hourly
    Financial analysis, record to report, Planning, budgeting, Variance analysis, content writing, performance reports
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
  • $50 hourly
    I am a third-year undergraduate student at Flame University, pursuing a Major in Finance and a Minor In Advertising and Branding. Seeking a job in a growing financial organization, I possess practical knowledge financial analysis, financial modeling, and management. My Minor in Advertising and Branding provides valuable insights into marketing strategies and consumer behavior, enhancing my well-rounded perspective. With the ability to handle work pressure, I am adaptable and dedicated to meeting job demands and deadlines. My passion for learning drives me to stay updated with the latest trends and developments in the finance industry.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Management
    Financial Modeling
    Equity Research
    Equity Research & Analysis
    Finance & Accounting
  • $100 hourly
    I am having a healthy experience in Assurance and Risk Advisory. ( End to End work). Industry - Banking, manufacturing, Service - Hospitals. Preparing Testscripts, Data crunching. Mainly review work. Review of Financial Statement for closure including notes.preparing PPT for management.
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    PPTX
    Internal Auditing
    Financial Presentation
    Financial Consulting
    Chartered Financial Analyst
    Financial Accounting
  • $15 hourly
    I have been in the Business Consulting space for last 8 years, and have worked globally across firms like McKinsey & PwC and a few start-ups. I have an extensive knowledge of widely available databases/datasources. When it comes to analytics/research project, my focus extends beyond just delivering the output as per client's request. I strive to dialogue with the client to better understand the scope of the study. And, if needed, suggest alternate analyses to best serve their purpose. The profile rate is the blended rate quoted for the different kinds of projects I undertake. We can always discuss the pricing separately. Some of the projects I love to work on : 1. Market Research (Primary & Secondary) 2. Excel Modeling and Financial Analysis 3. Lead Generation and Company Research by leveraging my paid databases like Seamless, Hoovers Avention, Linkedin Sales Navigator, Crunchbase, Statista 4. Investors Pitch/Deck and Business Plans 5. Macro-economic Research 6. Social Media Marketing and Management - managing Linkedin, FB and running E-mail campaigns using platforms like Mail chimp, Zoho, Outlook 7. Data entry and CRM Maintenance : worked on platforms like Odoo, Nimble, Salesforce, Zoho, Pipedrive, Hubspot Feel free to connect with me on Upwork.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Customer Relationship Management
    LinkedIn
    Email Marketing Strategy
    PPTX
    Visual Basic for Applications
    Presentation Design
    Company Research
    Lead Generation
    Database
    Business Analysis
    Competitive Analysis
  • $15 hourly
    I am an Accountant with 12+ years of experience (including off-shore) with diverse geographic, domain and profound industry knowledge across multiple sectors and markets. I have specialisation in budgeting, forecasting, financial modelling, planning, financial analysis, business valuations. I also offer services like data entry, data mining, web research and other data management services. My core competency lies in my analytical skills and I have been doing bank reconciliation statements, management accounting, budgeting, to preparing of financial statements. I also specialise in Data management where I with my network and resources arranges business and market data globally. I provide all sorts of statistical and analytical reports on the data. I have skills and expertise in QuickBooks, MYOB, Tally. I provide bookkeeping and tax preparation services at a very affordable rate. Seeking a challenging and responsible financial/accounting work where natural abilities, experience, education and assertiveness will be most effectively and profitably utilized. 1. High-end excel related work ; small excel based accounting/bookkeeping models, creation of extensive macros, creating pivots, charts, auto invoice template generation, etc. 2. Creation of Business plans, forecasting, business modelling, business valuations, budgeting, etc. 3. Para planning, creation of Statements of advices, Investment planning report, providing financial advisory services and portfolio management. 4. Data arrangements, data analysis in different forms (charts, graphs, etc.) 5. Setting up chart of accounts 6. Accounts Receivable -this also includes matching invoices to purchase orders received 7. Accounts Payable (Matching invoices to purchase orders, matching payment receipts to account - credit card or bank - transactions). 8. Account Reconciliations and weekly/monthly status reports. 9. Payroll (Managing payroll - through online payroll software - for small to mid sized businesses) 10. Tax Preparation - for Individuals, LLCs, S-corps, Corps and Partnerships
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Balance Sheet
    Corporate Finance
    Financial Modeling
    Bookkeeping
    Microsoft Excel
    Microsoft PowerPoint
    Microsoft Word
    Financial Accounting
  • $30 hourly
    I have cleared all three levels of Chartered Financial Analyst Program (US) and both parts (Part 1 and Part 2) of Financial Risk Management. I have extensive experience and knowledge in the field of Financial analysis, Projections, Regression, Scenario Analysis and creation of Business Plan. I am well versed with Advanced Excel including Power Pivots, Power Query, Slicer, Dashboard, Customized ribbon, and VBA. I can create automated sheets in excel that can help one in increasing their speed and reducing the scope of error.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Visual Basic for Applications
    Graphic Design
    Spreadsheet Software
    Microsoft PowerPoint
    Corporate Finance
    Power Query
    Microsoft Excel PowerPivot
    Automation
    Business Analysis
    Financial Modeling
    Microsoft Excel
  • $10 hourly
    I am a Chartered Accountant by professional and I have years of experience in Audit, Financial reporting, Financial analysis, Modelling, research, report writing etc. I list below my experience and skills and some of major the services that I can provide- Services - 1. Preparing Financial Statements(IFRS, US GAAP) - Balance sheets, Income Statement, Cash flow, Ageing Analysis, Working Capital, ratio analysis etc. 2. Financial Modeling & Valuations - 3 way financial models & equity valuation reports 3. Research – Company research reports, One pagers, Equity reports 4. Data Transformation and review– Converting and organizing PDF into excel, Converting large unstructured data into structured data using various tools 1. Professional Skills – Financial Reporting, Financial Analysis, Financial Modeling, Equity Valuation, Research, Auditing, Direct & Indirect Taxation 2. Technical Skills – Microsoft excel, Powerpoint, Word, Google Spreadsheet, Docs, Slides, Power query 3. Database Knowledge – Factiva, Capital IQ, Debtwire, REORG
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    MYOB AccountRight
    QuickBooks Online
    Xero
    Tax Law
    Account Management
    Corporate Tax
    Compliance
    Financial Reporting
    Financial Modeling
    Financial Audit
  • $5 hourly
    As an experienced accountant with deep knowledge on accounting, I am eager to work with my strong accounting background, ambition and organizational skills to my clients. Currently I have gained valuable expertise in a range of Financial accounting entries. My responsibilities not only include completion of task within TAT but also completing the task with perfection. I have gained valuable expertise in a range of asset accounting and financial management functions in finding, analyzing, working and improving project development ideas to my clients. In addition to my professional experience, I hold a Bachelors from Calcutta University, with CAFA (Certificate in Advance Financial Accounting) from Ramakrishna Mission and make every effort to keep my knowledge of finance and the accounting industry fully up to date. I am excited about the opportunity with you and would appreciate the opportunity to speak with you further about how I can meet the needs of your project. Thank you for your time, and I look forward to hearing from you soon. Sincerely, Sagar Dave
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    Data Entry
    Corporate Law
    Financial Statement
    Cost Accounting
    TrialPrep DEPO
    Tax Law
    Bank Reconciliation
  • $15 hourly
    Having experience of more than 32 years in different roll of finance and Account, taxation, asset health management, corporate governance, cost analysis, financial portfolio management in India and part of Europe
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
  • $20 hourly
    As a Chartered Financial Analyst (CFA) and with a strong background of working with Private Equity, Investment Banks, Real Estate Developers/Investment firms, and Wealth Managers, I possess a versatile skill set encompassing financial/valuation modeling, deal execution, business development, investor relations, and portfolio management. My extensive experience in investment analysis spans diverse industries on a global scale. Additionally, I excel in utilizing Microsoft Excel, Tableau and Power BI for data visualization and analysis, PowerPoint for presentations, and Word for crafting comprehensive investment memos. I'm enthusiastic about leveraging my skills to drive success in your next project. Please take a moment to explore my portfolio projects to see the tangible results of my expertise.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Interview Preparation
    Coursework Assignment
    List Building
    Finance
    Dashboard
    Investor Overview
    Pitch Deck
    Private Equity
    Due Diligence
    Investment Banking
    Investment Research
    Presentations
    Financial Modeling
    Microsoft Excel
  • $10 hourly
    A self-driven professional with strong analytical skills, looking to thrive in an environment of challenge and reward.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Word
    Project Management Office
    Secondary Research
    Information Analysis
    Competitive Analysis
    Market Research
    Microsoft Excel
    Analytical Presentation
  • $6 hourly
    With a foundation rooted in academic rigor and practical expertise, I bring a unique blend of theoretical knowledge and real-world application to the table. Whether you're seeking adept financial management, precise bookkeeping, tax compliance assurance, or strategic corporate finance insights, I am well-prepared to contribute to your financial success. I am a finance professional with a Master of Business Administration (MBA) specializing in Finance from Swami Vivekananda Institute of Management & Computer Science. My academic journey has equipped me with a robust understanding of financial management, coupled with hands-on experience gained during the 2020-2022 period. I am proud to be Skill Arbitrage certified by the National Skill Development Corporation (NSDC), with a focus on mastering US Accounting, Bookkeeping, Tax Compliance, and Corporate Finance. This certification reflects my commitment to staying at the forefront of industry standards and honing my skills to deliver excellence in financial services. Services: I offer a comprehensive range of services designed to meet your financial needs. From meticulous bookkeeping to strategic corporate finance and investment planning, I am well-versed in the intricacies of financial management. My services include: 1. Accurate Bookkeeping: Maintaining precise and up-to-date financial records to provide you with a clear overview of your business's financial health. 2. Expert Accounting: Leveraging a strong foundation in accounting principles to ensure compliance with industry standards and regulatory requirements. 3. Corporate Finance & Investment Strategies: Developing and implementing strategic financial plans to optimize your business's financial performance and support long-term growth. Partner with me to experience a seamless financial management journey. Whether you're a small business aiming for financial efficiency or a larger enterprise seeking strategic financial guidance, I am committed to helping you achieve your goals. By choosing my services, you gain a dedicated financial partner who understands the nuances of your industry. Let's collaborate to streamline your financial operations, ensure compliance, and drive your business toward success. Ready to embark on this financial journey together? Feel free to reach out, and let's start optimizing your financial landscape!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Chart of Accounts
    Financial Statement
    Bank Reconciliation
    Client Management
    Investment Banking
    Tax Accounting
    Bookkeeping
    Accounting
    Investment Research
    Business Analysis
    Investment Strategy
    Business Management
    Financial Report
    Microsoft Excel
  • $11 hourly
    Economics and mathematics graduate with a solid foundation in quantitative analysis, data interpretation, and economic modeling. Proficient in statistical software and data visualization tools. Experienced in economic research, financial analysis, and market trends. Seeking opportunities on Upwork to apply analytical skills in areas such as data analysis, financial modeling, and economic consulting. Dedicated to delivering accurate insights and solutions to clients. Open to collaborations and adaptable to diverse project requirements.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Mathematics Tutoring
    Finance & Accounting
    Finance
    Tutoring
    Mathematics
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