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Hire the best Financial Analysts in Kolkata, IN

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4.8/5
based on 1,130 client reviews
  • $40 hourly

    • 4.9/5
    • (120 jobs)
    Being a Chartered Accountant (equivalent to Certified Public Accountant), I am providing financial services to many clients since more than 12 years. I am ex-PwC having experience in diversified functions of Finance modelling, 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 - LBO Models - Real estate analyst - QoE analysis I have worked on real estate models, SAAS models hotel, hospital industry etc to name a few.
    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
  • $12 hourly

    • 5.0/5
    • (38 jobs)
    Greetings! Are you looking for someone who doesn’t just deliver tasks but acts as a growth catalyst for your project? If that caught your attention, then I've achieved my first goal. As an MIS Professional with over 2 years of experience, I specialize in bringing clarity and insights to financial data. My tenure at ITC Limited's Corporate Planning Division imbued me with an insightful understanding of financial analysis ensuring your data isn’t just managed, but harnessed. Here’s how I can add value: • Excel/Google Sheets: Tailoring sophisticated data automation for optimal decision-making. • Financial Analysis: Distilling complex financials into actionable business insights. • Dashboards: Crafting precise, user-friendly dashboards that encapsulate your vital metrics. My Skills : • Excel/Google Sheets • Financial Analysis • Data Visualization - Power BI, Excel and Google Sheets • Data Management & Analysis • MS Word & PowerPoint Ready to transform insights into action? Let's drive your project forward—together.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Google Apps Script
    Visual Basic
    Excel Macros
    Excel Formula
    VLOOKUP
    Data Analysis
    Spreadsheet Automation
    Google Docs
    Data Visualization
    Microsoft Word
    Microsoft Excel
    Google Sheets
  • $10 hourly

    • 4.9/5
    • (515 jobs)
    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

    • 5.0/5
    • (136 jobs)
    I have 8 years of experience in the Finance industry with 7 years in Risk Management and 2 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, Content Writing and Valuation skills.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Search Engine Optimization
    Corporate Finance
    Academic Writing
    Microsoft Excel
    Risk Management
    Quantitative Analysis
    Financial Reporting
    Financial Modeling
    Tutoring
    Report Writing
    Finance & Accounting
    Business Valuation
    Copywriting
    Business Writing
  • $20 hourly

    • 4.9/5
    • (157 jobs)
    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

    • 5.0/5
    • (3 jobs)
    🚀Are you looking for a Presentation/Pitch Deck Design that --Makes a Real Impact, Eliminates Jargons, Expresses Creativity and conclusively IMPRESS ? If YES -- You came to the right place👏🏻 Hi! This is Abhinav Kumar👋🏻 ✅AS a Fundraising Consultant and Designer for over 8 remarkable years now. ✅128+ Pitch Deck Presentations I 2500+ creative slides II Over $83 million raised. ✅Ex-Senior Designer at firms like Squarespace, Bain and In-Shorts. ✅ Co-founder and Design chief executive of a Series-A raised Venture. 💫I create designs that unlock access to the "Minds of Investors/Viewers". [Be it your V.C.s, Investment Bankers, UX Gurus, or be it any audience with larger crowds. I know exactly how to gaze their attention & make you shine in front of them.] 🦄Some of our most celebrated designs have been associated with tremendous successes and gained huge appreciation: [Please refer to my portfolio to view the mentioned decks] [It consists-- ✍🏻OnDoc: A med-tech firm gained amazing compliments from V.C.s of Tiger Global. And a Series B cheque for $8.2 million dollars. 💹Bentoz: 180% increased valuation after presentation, to the actual offer. 📈GlamakeUp: Brand Identity complete shift resulting in an Increase in Sales and Market Penetration. 🎉Cowork-Uwork: Co-working solution platform, from their deck to apps and website designing.] My offerings: ✔️Top 1% Design Solutions: •Successful fundraises •Crowd-fundings •Sales increments. Over the years my designs have proven records of success. Turning heads and touching hearts! ✔️Customized Design Approach: •Brainstorming sessions •Handholding support •Delicate Research (Design Trends and UX) •Multiple revisions I tend to collaborate closely with my clients to pull out a presentation that's as unique as their vision. ✔️Top-notch communication: No jargon, no fuss. Just friendly, personalized support every step of the way. Whether you need a quick tweak or a complete overhaul, we're here to make the process smooth and stress-free. ✔️Investor Ready: Show them the true "YOU". True potential & innovations that your startup holds and your companies identity that's unique from competitors. 🌟But don't just take my word for it! Check out some of our client success stories and testimonials to see for yourself how we've helped entrepreneurs like you turn their dreams into reality. Here are my favorite ones: ⭐⭐⭐⭐⭐ Abhinav knows the art of running a company like no one else and would grasp your energy, making your idea his own and ensuring success. Highly recommended for Startup Founders/Business Leaders who are looking for a fresh perspective and consolidation on their B Plans." ⭐⭐⭐⭐⭐ If you look forward to similar achievements and express the TRUE you, all your Ideas, Vision and thought reflections. You are just a baby-step away. Just click Invite, so that I arrive to know about your job post and be willing to express my 8 years of expertise on how you can achieve the dreams you look forward to ! {​​​​​​​​​​​​​P.S: Ready to take your presentations to the next level? Let's chat! Whether you're gearing up for a big pitch or just want to freshen up your slides, I am here to help. Together, we'll unleash your presentation potential and make sure your ideas get the attention they deserve. Get in touch today and let's make some magic happen!}​​​​​​​​​​​​​
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft PowerPoint
    Business Consulting
    Startup Consulting
    Pitchbook
    Market Research
    Business Writing
    Business Strategy
    Investor Overview
    Business Plan
  • $50 hourly

    • 4.8/5
    • (83 jobs)
    At Avise Analytics, we specialize in preparing institutional level equity research reports and building financial models. In the past 12 years, our analysts have successfully covered over 600 publicly-listed companies and have built over 400 financial models. Our research offerings primarily include: - writing end-to-end coverage reports including initiating coverage reports; - building financial models; - valuation support; - coverage maintenance; - preparing corporate/investors’ presentations; - blog-writing services; and - management interview videos; As an independent equity research firm, we assist private companies in visibility improvement and investors awareness services. For private companies, we primarily offer the following services: *Business Plans *Financial Modelling & Valuation Support *Pitch Deck *Competitive Landscape Analysis *Industry Analysis We also provide equity research and ongoing investment models maintenance services to the buy-side & sell-side firms, IR firms and other financial services firms globally. To know more about us, please visit our Company website. -
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Writing
    Investment Research
    Financial Modeling
    Portfolio Performance Modeling
    Business Plan
    Equity Research
    Company Research
    Valuation
    Quantitative Analysis
    Microsoft Excel
  • $120 hourly

    • 4.9/5
    • (483 jobs)
    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
  • $120 hourly

    • 4.8/5
    • (524 jobs)
    I am a strategy consultant with over 15 years of experience delivering high-impact solutions to organizations across industries and geographies. My expertise lies in crafting and implementing strategies that drive growth, streamline operations, and create competitive advantages for clients. With a foundation built at global firms like McKinsey & PwC and as the co-founder of IBC Consultants, I specialize in solving complex business challenges through data-driven insights and innovative frameworks. My academic background includes an MBA in Finance and Strategy from the Indian School of Business and a CFA certification, which provide me with the analytical rigor required to address the strategic needs of multinational corporations and boutique consulting firms alike. Key Strengths and Skills: - Strategic Planning: Expertise in market-entry strategies, M&A advisory, and corporate growth plans. - Data-Driven Analysis: Skilled in financial modeling, market sizing, competitive benchmarking, and scenario planning. - Problem Solving: Proficient in diagnosing and resolving critical business challenges using structured methodologies. - Stakeholder Collaboration: Adept at working with senior leadership to align business goals with actionable strategies. - Global Perspective: Experience consulting across North America, Europe, Asia, and the Middle East, providing insights into diverse market dynamics. Strategy Expertise: - Growth Strategy: Identifying and capitalizing on market opportunities to drive sustainable growth. - Market Entry & Expansion: Developing frameworks for entering new markets with minimal risk and maximum impact. - Mergers & Acquisitions: Conducting strategic due diligence, synergy analysis, and integration planning. - Turnaround Strategy: Crafting actionable roadmaps to revitalize underperforming business units. - Innovation Strategy: Helping businesses stay ahead through product and service innovation. Project Highlights: - Market Entry Strategy for a Global E-Commerce Giant: Designed a comprehensive go-to-market framework for the MENA region, analyzing market potential, regulatory challenges, and consumer behavior, leading to informed entry decisions. - Growth Strategy for a Global 3PL Company: Delivered a targeted growth strategy by identifying high-potential segments and M&A opportunities, enabling measurable top-line growth and competitive positioning. - Operating Model Design for Saudi Arabia’s Museums Commission: Created a globally benchmarked operating framework for article storage and governance, ensuring efficient and sustainable operations. - Business Diagnostic for a Manufacturing Company: Conducted a gap analysis of organizational inefficiencies, aligned departmental KPIs with industry benchmarks, and implemented new policies to enhance operational productivity. - Turnaround Strategy for a Regional Manufacturer: Restructured organizational operations, introduced streamlined performance metrics, and developed policies to improve overall efficiency and profitability. Professional Experience: - IBC Consultants (2011 – Present): Co-founded and led a strategy consulting firm specializing in growth strategies, operational transformations, and market-entry planning for boutique firms and multinational clients. - PwC (2010 – 2011): Senior Consultant in Strategy focused on developing and executing near-term strategies to help mid-sized manufacturing firms achieve long-term revenue goals. - McKinsey & Company (2005 – 2008): Business Analyst specializing in corporate finance and strategy, with a focus on market research and financial modeling. Education & Certifications: - Indian School of Business: MBA in Finance & Strategy - CFA Institute: Chartered Financial Analyst My consulting approach is rooted in rigorous analysis, stakeholder collaboration, and actionable insights. Leveraging frameworks such as market segmentation, competitive analysis, and strategic due diligence, I deliver solutions that align with organizational goals and unlock growth potential. This focus on high-impact strategy makes me a trusted advisor to organizations seeking transformative results in an increasingly complex business landscape.
    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
  • $40 hourly

    • 5.0/5
    • (67 jobs)
    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
  • $30 hourly

    • 5.0/5
    • (3 jobs)
    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

    • 0.0/5
    • (1 job)
    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
  • $50 hourly

    • 4.8/5
    • (1 job)
    Jay has graduated in Finance from St. Xavier's college. He is a Chartered Accountant who has secured All India Rank 3 (top 3 performers in India). He has also completed all 3 levels of CFA (USA). He has previously worked with Bakertilly DHC where he consulted clients & handled litigations involving GST taxation. He was 1 of the 3 Chartered Accountants selected in India for Reckitt's "Flagship Leadership Development Program", where he did stints in Sales, Commercial Finance, Supply Finance & worked for few months in UK for an international assignment. He was selected by the CFO to take on as the Assistant Manager role at the Business Planning & FP&A team. He was awarded "Certificate of Excellence" by the South Asia Finance Head in the first year of his role. Jay is proficient with Microsoft Excel, Powerpoint & other applications. He has good analytical skills & is a quick learner. He has a good understanding of the FMCG industry & its various verticals & functions. He also has a knack for legal assignments & keeps reading court judgements & provides tax consultation as a freelancer. He is also a career counsellor & has advised 100+ students & professional. He also runs a YouTube channel with the mission to empower professionals with the right skillsets to be employable.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Budget Management
    Financial Modeling
    Investment Strategy
    Staff Recruitment & Management
    Company Valuation
    Presentations
  • $30 hourly

    • 5.0/5
    • (4 jobs)
    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
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Investment Banking
    Financial Modeling
    Pitchbook
    Valuation
    Microsoft Excel PowerPivot
    Investment Research
  • $70 hourly

    • 4.4/5
    • (24 jobs)
    Generate 2-3x more Investor Interest | Build a Strategic 𝗩𝗖/𝗣𝗘 𝗿𝗲𝗮𝗱𝘆 𝗗𝗮𝘁𝗮 𝗥𝗼𝗼𝗺 📈 | Closely worked with all Tier 1 VCs like 𝗦𝗲𝗾𝘂𝗼𝗶𝗮, 𝗜𝗻𝘀𝗶𝗴𝗵𝘁, 𝗟𝗶𝗴𝗵𝘁𝘀𝗽𝗲𝗲𝗱, 𝗕𝗲𝘀𝘀𝗲𝗺𝗲𝗿, 𝗧𝗶𝗴𝗲𝗿, 𝗦𝗼𝗳𝘁𝗯𝗮𝗻𝗸 etc. | 100+ successful partnerships with Startups from Pre-Seed to Series C . 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” 🎖️"You'll be fortunate to hire Utsav for any kind of investment/VC related worked. He's insightful, seen the ropes, and is an excellent communicator. His knowledge and analyst experience has helped me immensely." 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. ⚡︎ I may not be able to assist everyone, but if you're thinking: "With millions at stake, I need the best possible outcome." "I know my business inside out, but I might be too close to see it objectively." "I'm not a pitch pro and don't have time to get bogged down in PowerPoint details." "I need a comprehensive pitch package that will clearly and compellingly tell our company’s story." Then, we are definitely a great match!!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Private Equity
    Microsoft PowerPoint
    Business Planning & Strategy
    Financial Writing
    Financial Projection
    Financial Planning
    Startup Consulting
    Due Diligence
    Business Plan
    Company Valuation
    Venture Capital
    Financial Modeling
    Pitch Deck
    Fundraising
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    Finance and M&A Specialist | Chartered Accountant | MBA in Finance Shailesh Periwal is a seasoned finance professional with over eight years of experience in business valuation, financial statement analysis, and equity research. Currently based in Bangalore, Shailesh has a robust background in mergers and acquisitions, having worked on high-impact acquisition projects at Elanco Animal Health, where he performed valuations using DCF methodologies, prepared board presentations, and evaluated financial performance on previous acquisitions. His analytical insights have supported critical decision-making on initiatives exceeding $100 million in revenue and informed R&D project prioritization. Previously, Shailesh was with PwC, where he specialized in the valuation of fixed-income securities and comprehensive company valuations through DCF, trading comparable, and precedent transaction analyses. He also prepared merger models, industrial research reports, and company forecasts, providing in-depth investment theses and risk assessments. At HSBC, Shailesh honed his skills in equity research, focusing on comparable company analysis and detailed sector reports. Shailesh holds a Chartered Accountancy qualification from ICAI and an MBA in Finance from the Institute of Management Technology, Ghaziabad. Recognized for his expertise and dedication, he has received multiple awards, including the 'Standing Ovation Award' at Elanco and an accolade for individual talent at HSBC. Beyond his professional commitments, Shailesh has contributed as a guest lecturer for finance students and achieved a top 5% global ranking in the Bloomberg Aptitude Test.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft PowerPoint
    Microsoft Excel
    Equity Research & Analysis
    Discounted Cash Flow
    Pitchbook
    Business Valuation
    Financial Planning
    Financial Modeling
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I am a Chartered Accountant and Investment Analyst with extensive experience in financial management, auditing, treasury operations, and investment strategies working in CFO office and directly reporting to CEO & CFO. My expertise spans across multiple industries, including pharmaceuticals, FMCG, logistics, education infrastructure, and manufacturing. I have collaborated with top-tier organizations like EY, Cipla, Titan, and JV Ventures, managing portfolios exceeding ₹600 crore and optimizing complex financial processes. What I Do Best: Financial Analysis & Modeling: Proficient in building financial models for forecasting returns, evaluating risks, and performing valuations using techniques like DCF, comparable company analysis, and scenario planning. Audit & Compliance: Conduct comprehensive internal and statutory audits, ensuring adherence to IFRS standards and mitigating compliance risks through rigorous testing and reconciliation processes. Treasury & Cash Flow Management: Manage centralized cash flows, optimize liquidity, and oversee low-risk, high-yield investments. Negotiate terms with banks and implement strategies to reduce financing costs and improve profitability. Investment Strategy: Lead end-to-end investment lifecycles, including market research, due diligence, and fund deployment, achieving high IRRs and aligning with strategic goals. Why Choose Me? Extensive hands-on experience in concurrent and statutory audits, investment evaluations, and operational oversight. Expertise in improving financial performance through cost optimization, effective tax planning, and enhancing credit ratings. Proven ability to work across borders with international clients and projects, bringing global insights to financial decision-making. Commitment to delivering results with accuracy, strategic foresight, and a focus on client satisfaction. Whether you need to evaluate investment opportunities, optimize financial operations, or conduct in-depth audits, I can help you achieve your business goals efficiently and effectively. Let’s collaborate to turn challenges into opportunities!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Analysis
    Budget Management
    Financial Management
    Financial Modeling
    Accounting Advisory
    Management Information System
    Investment Banking
    Cash Flow Modeling
    Cash Flow Analysis
    Financial Audit
    Fundraising
    Accounting
    Management Consulting
    Financial Planning
  • $14 hourly

    • 4.9/5
    • (110 jobs)
    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

    • 5.0/5
    • (4 jobs)
    In the last 11 years in the field of Finance, I have gained expertise in book keeping, maintaining accurate A/R, A/P and Inventory records. Being a Lead in the Accounting Dept. for more than 3 years has helped me prepare accounts accurately without compromising on the quality of work. I have been finalizing the accounts as well as making them ready for audit of small business and corporates since last 5 years. Being a part of the Audit team helps me expertise in reviewing the accounts before submission for audit.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    CPA
    Financial Reporting
    Bookkeeping
    Tally.ERP
    IRS Income Tax Audits
    Data Entry
    Intuit QuickBooks
    Budget Management
  • $30 hourly

    • 4.9/5
    • (83 jobs)
    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
  • $20 hourly

    • 4.9/5
    • (83 jobs)
    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
  • $10 hourly

    • 5.0/5
    • (1 job)
    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
  • $25 hourly

    • 3.8/5
    • (6 jobs)
    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
    Competitor Research
    Company Research
    Prospect List
    Investor List
    Discounted Cash Flow
    Interview Preparation
    List Building
    Investor Overview
    Pitch Deck
    Private Equity
    Investment Research
    Presentations
    Financial Modeling
    Microsoft Excel
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    Hi, I'm Ravi! With over 9 years of experience as a Financial Reporting Analyst/Tax, I have skills in data analysis, reconciliation,using tools like Power Query, Power Pivot, Excel Formula and Excel. My passion for data drives me to take on each project as a unique challenge, to meet client specific requirements. Let me help you to elevate your business to reach new heights! As an experienced, I can help you save time and avoid repetitive manual work by cleaning, organizing, and merging your Excel or CSV data. My services include removing duplicates, filtering errors, separating data into rows or columns, merging files, and organizing vertical data into row data. Let's turn your messy data into a valuable asset for your business! Services: Data cleaning: Remove unnecessary info from Excel/CSV files. Duplicate removal: Eliminate duplicate entries. Data separation: Organize data into rows/columns. Data filtering: Filter data based on criteria. Data Reconciliation Data reorganization: Convert vertical data into rows (company, address, email, phone, etc.) Why choose me? Customized solutions. Unlimited revisions. Work until you're satisfied. No hidden charges.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Processing
    Data Cleaning
    Data Analytics
    Finance
    Finance & Accounting
    Data Entry
    Data Analysis
    Excel Formula
    Account Reconciliation
    Bank Reconciliation
    Microsoft Excel
  • $10 hourly

    • 0.0/5
    • (1 job)
    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
  • $10 hourly

    • 0.0/5
    • (0 jobs)
    I am a Chartered Accountant from the Institute of Chartered Accountants of India, which is comparable to a Certified Public Accountant (CPA), with more than 33 years of expertise in accounting, bookkeeping, ERP implementation, and Xero, Quickbooks adviser for small and medium-sized enterprises. I worked for PWC, a well-known international company of public accountants that provides professional services in accounting, taxation, ERP installation, and business planning. In addition to that I have worked for many other big Indian corporates and played major roles in different finance functions. If you are a startup searching for a Virtual Accountant or CFO to build up your accounts from the ground up and want continuous accounting services at a fair charge with excellent work, you have come to the correct spot. With my experience working with a variety of clients and as a professional accountant, I will recommend the best possible solutions/services for your bookkeeping needs in order to provide you with the current status of your company's profit/loss, Balance Sheet, and Cashflows in accordance with accounting standards. My Services in Bookkeeping Includes but not limited to: 1. Chart of Accounts Set Up. 2. Bank Accounts and Credit card reconciliation. 3. Payroll Management. 4. Inventory Management, Import and Integration with Amazon, eBay 5. Accounts Payable and Receivable Management. 6. Processing Sales Invoices, Vendor Bills and Purchase Orders 7. Daily Income and Expense Recording 8. Financial Analysis and Reporting 9. Documents Compilation for Tax Filing and Financial Statements Audit / Review. Keywords to Find me: Accounting, Bookkeeping, Xero, Microsoft Excel, Financial Analysis, Bank Reconciliation, Intuit QuickBooks, Financial Modeling, Financial Accounting, Tax Preparation, Chart of Accounts, Account Reconciliation, Data Entry, Tax Law
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Cost Accounting
    Accounts Payable Management
    Accounts Receivable Management
    Bookkeeping
    Excel Formula
    QuickBooks Online API
    QuickBooks Online
    Xero
    Chart of Accounts
    Intuit QuickBooks
    Financial Accounting
    Financial Audit
    Tax Preparation
    Microsoft Excel
  • $10 hourly

    • 0.0/5
    • (1 job)
    Econ Grad - Graduated from Calcutta University, thrilled to dive into financial intricacies and contribute to the ever-evolving world of finance. Cleared CFA L1 - Embarking on the CFA journey, driven by a hunger to master financial analysis. Seeking insights and experiences to grow and excel. Aspiring Financial Analyst - Bringing a personal touch, passion, and a detail-loving mindset to the exciting world of finance.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Valuation
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