Financial Analyst job description template

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Financial Analyst Job Description Template

A Financial Analyst plays a critical role in guiding business decisions through detailed analysis of financial data. This position is valuable because it helps organizations understand their financial health, forecast future performance, and make informed decisions to achieve their goals.

To use the job description template below, simply replace the placeholders with specifics related to your organization and the role you are hiring for. Focus on finding skilled talent on Upwork to ensure you attract the best candidates.

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Job Overview

We are seeking a highly motivated and detail-oriented Financial Analyst to join our team. The ideal candidate will be responsible for analyzing financial data, creating financial models, and preparing reports to support business decision-making. You will play a key role in helping the company manage its financial performance, ensuring accurate forecasting and budgeting.

Key Responsibilities

Financial Data Analysis: Gather, analyze, and interpret financial data to provide insights into the company’s financial performance.
Financial Modeling: Develop and maintain financial models to project future performance, assess potential investments, and evaluate business opportunities.
Reporting: Prepare comprehensive financial reports, including monthly, quarterly, and annual summaries, to present to management and stakeholders.
Budgeting and Forecasting: Assist in the development of budgets and financial forecasts, ensuring they align with company goals and market trends.
Collaboration: Work closely with other departments to gather necessary data, understand business needs, and provide financial guidance.
Continuous Improvement: Identify areas for financial improvement and work on strategies to optimize financial processes.

Qualifications

Proven experience as a Financial Analyst or in a similar role.
Strong understanding of financial principles, accounting, and economic concepts.
Excellent analytical and problem-solving skills, with attention to detail.
Ability to communicate complex financial information clearly and effectively.
3-5 years of experience in financial analysis, accounting, or a related field.
Proficiency in financial software, Microsoft Excel, and data analysis tools.
Bachelor’s degree in Finance, Accounting, Economics, or a related field is preferred.

Preferred Skills

Experience in the specific industry, (e.g., technology, healthcare, etc.).
Familiarity with financial forecasting software and ERP systems.
Strong understanding of financial regulations and compliance requirements.

Why Join Us?

Be part of a company that values innovation, collaboration, and professional growth.
Opportunity to make a significant impact on the company’s financial health and strategic direction.
Competitive compensation package, including performance-based bonuses.
Access to professional development resources and continuous learning opportunities.

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What does a financial analyst do?

A Financial Analyst is responsible for analyzing financial data, creating financial models, and preparing reports that help businesses make informed decisions. They assess financial performance, project future trends, and support budgeting and forecasting efforts. Financial Analysts play a crucial role in helping organizations manage their finances and achieve their business objectives.

Common financial analyst duties and responsibilities

Financial Analysts have a diverse set of responsibilities, including:

Analyzing financial data to identify trends, variances, and opportunities for improvement.
Developing financial models to simulate potential business scenarios and assess risks.
Preparing financial reports for management, including income statements, balance sheets, and cash flow statements.
Collaborating with other departments to understand business needs and provide financial guidance.
Assisting in budgeting and forecasting to ensure alignment with company goals.
Evaluating investment opportunities to determine their potential impact on the business.
Monitoring financial performance against budgets and forecasts, identifying variances.
Conducting market research to understand external factors affecting financial performance.
Ensuring compliance with financial regulations and internal policies.
Recommending improvements to financial processes and reporting practices.

How to write a financial analyst job description

Writing an effective Financial Analyst job description involves several key steps:

Start with a clear job overview that highlights the role’s importance and key responsibilities.
Detail the key responsibilities, focusing on the specific tasks and outcomes expected.
List the qualifications required, including education, experience, and skills.
Mention preferred skills that would give candidates an edge.
Highlight why someone would want to join your company, including culture, benefits, and growth opportunities.

FAQ

1. What qualifications are needed to become a Financial Analyst?

A bachelor’s degree in finance, accounting, economics, or a related field is typically required. Additional certifications like CFA or CPA can be beneficial.

2. What software skills should a Financial Analyst have?

Proficiency in Microsoft Excel, financial modeling software, and ERP systems is essential. Familiarity with data analysis tools like SQL or Tableau is also valuable.

3. What industries employ Financial Analysts?

Financial Analysts are needed across various industries, including banking, technology, healthcare, and manufacturing.

4. What is the role of a Financial Analyst in budgeting?

Financial Analysts assist in creating budgets, monitoring spending, and ensuring alignment with the company’s financial goals.

5. How does a Financial Analyst contribute to decision-making?

By providing accurate financial data and analysis, a Financial Analyst helps management make informed decisions regarding investments, cost-cutting, and strategic planning.

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Financial Analysts you can meet on Upwork

$25 hourly
Ianne Beth S.
Financial Analyst
- 4.8
- (167 jobs)
Davao, DAVAO
Financial Analysis
QuickBooks Online
Xero
Data Entry
Accounts Payable Management
Business Analysis
PayPal Integration
MYOB Administration
Chart of Accounts
Bank Reconciliation
Microsoft Excel
Month-End Close Assistance
Intuit QuickBooks

Be stress free from worries of financial and tax compliances. You can focus more on growing your own business and increasing your sales! I am a dedicated Certified Public Accountant with more than 10 meaningful years of experience. I am QBO Certified Pro Advisor and Xero Certified. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organisation. I'm absolutely friendly and creative! I love crafts, reading magazines, cooking and watching shows related to fashion, travels, lifestyle and romance.
$10 hourly
Iftikhar H.
Financial Analyst
- 5.0
- (4 jobs)
Gilgit, GB
Financial Analysis
Financial Modeling
Data Entry
Xero
Management Accounting
Intuit Proconnect Tax
QuickBooks Online
Accounting Basics
PayPal
Bookkeeping
Payroll Accounting
Tax Accounting
Invoicing
Account Reconciliation
Tax Return

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 5 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. USA Specialization: • 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 • Schedule 1, C, A, D, E, R, 5, PAL, NOL carry- over, 1031 exchange (8824) • MACRS Depreciation schedules • K-1 Distributions, Schedule L, M-1 & M-2 • Sales & Use tax • PayPal, Shopify, Square, bill.com, Expensify • Proconnect tax online, Turbo tax online and Tax act Australian Specialization: • FBT Returns • GST Returns • BAS Preparations • Div. - 7A Calculations • Luxury car tax implications in FA register • GST reconciliations • PAYGW & PAYGIT reconciliations with ATO ITA • SMSF (Self-Managed Super Funds) Accounting • SMSF (Self-Managed Super Funds) Compliance • SMSF (Self-Managed Super Funds) Audit • Conversion to XERO • Xero and CCH Work papers (Used by CA Firms) New Zealand Specialization: • GST Returns • FBT Returns • ICA reconciliations • PAYE reconciliations • Livestock recording and reconciliation (Opening & Closing Stock valuations as per Herd & NSC schemes) • Dairy Farming • Fonterra Milk reconciliations • Investment Accounting (PIE calculations etc.) • Rental Property Accounts • Look through Companies (LTC) Accounts • Conversion to XERO • Xero and CCH Work papers (Used by CA Firms) Software Expertise • Quick Books, XERO, MYOB, SAGE, IRIS, Case ware, APS, HandiSoft, Solution 6, Banklink, BGL, bill.com, Expensify • DeskTop Super, Super Fund Live, Class Super I'm absolutely friendly and creative! Regards Iftikhar
$65 hourly
Kim L.
Financial Analyst
- 4.9
- (6 jobs)
Atlanta, GA
Financial Analysis
Communications
Startup Company
Market Research
Business Planning & Strategy
Marketing Strategy
Financial Modeling
Project Management
Strategy
Digital Marketing
Data Analysis
Editing & Proofreading
Business Writing
Business Plan
Business Analysis

𝗛𝗲𝗹𝗹𝗼! I'm Kim, a serial entrepreneur turned Analyst, Strategist, & Consultant. For over a decade, I've worked with business owners & professionals from content creators & attorneys to start-ups, small businesses, and Fortune 100s like Disney & Boeing. The knowledge & expertise I've gained from experience is fortified by Lean Six Sigma certifications, a Psychological Science degree, and an MBA from USC Marshall, a top-20 business school. 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: My mother was an entrepreneur, so like a fish in water, I've been surrounded by business my entire life. She founded a snack food manufacturer when I was 5, and it grew alongside me like a sibling. After her unexpected passing, I became the company's CEO and joined forces with my human siblings to run it. That remains the most stressful and scariest year of my professional and personal life, but the lessons afforded to me during childhood and the support of an awe-inspiring team empowered me to succeed its trials by fire. In my first year as CEO, revenue increased by 20% and profitability increased by 36%. We doubled within a few years and steadily grew until receiving a buy-out offer that, after some negotiation, we couldn't refuse. I attribute those experiences to the consultant I've become and my ability to connect with clients. I'm intimately familiar with how overwhelming running a business can be, and I'm passionate about leveraging the knowledge and expertise I've accumulated to empower entrepreneurs in similar ways. 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: I bring a unique blend of practical knowledge, strategic thinking, business acumen, and technical skills to the table. I specialize in data-driven strategy development, which frequently culminates in projects including comprehensive research & data analysis, business plan writing & development, growth & marketing strategies, and financial analysis & planning. Furthermore, my network of industry experts and professionals enables me to provide clients with access to additional resources and support. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗘𝗗 𝗖𝗟𝗜𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • Secured seven-figure funding from investors, banks, and SBA programs. • Boosted business-to-business IT service provider's growth rate from 3% to 16% in 6 months. • Achieved 385% growth in the competitive music & entertainment industry, establishing a renowned creative powerhouse with a now-27,000 sq. ft. multimedia studio. • Outsold 97.9% of sellers on Etsy within one year of launching e-commerce drinkware brand, achieving top sales on a platform with annual revenue exceeding $2.3 billion at the time. • Increased YouTube channel's 90-day impressions by 46% (to 527.4K) and views by 126% (to 28K), resulting in a click-through rate increase of approximately 1.9% (to 5.3%). 𝗟𝗲𝘁'𝘀 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 how I can leverage my lifetime of experience, formal education, and incredible network to take your business to the next level. I know that hiring a freelancer is an important decision, and I'm happy to provide more information and answer any questions you may have. I’m here to help and just a message away!

$25 hourly
Ianne Beth S.
Financial Analyst
- 4.8
- (167 jobs)
Davao, DAVAO
Financial Analysis
QuickBooks Online
Xero
Data Entry
Accounts Payable Management
Business Analysis
PayPal Integration
MYOB Administration
Chart of Accounts
Bank Reconciliation
Microsoft Excel
Month-End Close Assistance
Intuit QuickBooks

Be stress free from worries of financial and tax compliances. You can focus more on growing your own business and increasing your sales! I am a dedicated Certified Public Accountant with more than 10 meaningful years of experience. I am QBO Certified Pro Advisor and Xero Certified. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organisation. I'm absolutely friendly and creative! I love crafts, reading magazines, cooking and watching shows related to fashion, travels, lifestyle and romance.
$10 hourly
Iftikhar H.
Financial Analyst
- 5.0
- (4 jobs)
Gilgit, GB
Financial Analysis
Financial Modeling
Data Entry
Xero
Management Accounting
Intuit Proconnect Tax
QuickBooks Online
Accounting Basics
PayPal
Bookkeeping
Payroll Accounting
Tax Accounting
Invoicing
Account Reconciliation
Tax Return

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 5 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. USA Specialization: • 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 • Schedule 1, C, A, D, E, R, 5, PAL, NOL carry- over, 1031 exchange (8824) • MACRS Depreciation schedules • K-1 Distributions, Schedule L, M-1 & M-2 • Sales & Use tax • PayPal, Shopify, Square, bill.com, Expensify • Proconnect tax online, Turbo tax online and Tax act Australian Specialization: • FBT Returns • GST Returns • BAS Preparations • Div. - 7A Calculations • Luxury car tax implications in FA register • GST reconciliations • PAYGW & PAYGIT reconciliations with ATO ITA • SMSF (Self-Managed Super Funds) Accounting • SMSF (Self-Managed Super Funds) Compliance • SMSF (Self-Managed Super Funds) Audit • Conversion to XERO • Xero and CCH Work papers (Used by CA Firms) New Zealand Specialization: • GST Returns • FBT Returns • ICA reconciliations • PAYE reconciliations • Livestock recording and reconciliation (Opening & Closing Stock valuations as per Herd & NSC schemes) • Dairy Farming • Fonterra Milk reconciliations • Investment Accounting (PIE calculations etc.) • Rental Property Accounts • Look through Companies (LTC) Accounts • Conversion to XERO • Xero and CCH Work papers (Used by CA Firms) Software Expertise • Quick Books, XERO, MYOB, SAGE, IRIS, Case ware, APS, HandiSoft, Solution 6, Banklink, BGL, bill.com, Expensify • DeskTop Super, Super Fund Live, Class Super I'm absolutely friendly and creative! Regards Iftikhar
$65 hourly
Kim L.
Financial Analyst
- 4.9
- (6 jobs)
Atlanta, GA
Financial Analysis
Communications
Startup Company
Market Research
Business Planning & Strategy
Marketing Strategy
Financial Modeling
Project Management
Strategy
Digital Marketing
Data Analysis
Editing & Proofreading
Business Writing
Business Plan
Business Analysis

𝗛𝗲𝗹𝗹𝗼! I'm Kim, a serial entrepreneur turned Analyst, Strategist, & Consultant. For over a decade, I've worked with business owners & professionals from content creators & attorneys to start-ups, small businesses, and Fortune 100s like Disney & Boeing. The knowledge & expertise I've gained from experience is fortified by Lean Six Sigma certifications, a Psychological Science degree, and an MBA from USC Marshall, a top-20 business school. 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: My mother was an entrepreneur, so like a fish in water, I've been surrounded by business my entire life. She founded a snack food manufacturer when I was 5, and it grew alongside me like a sibling. After her unexpected passing, I became the company's CEO and joined forces with my human siblings to run it. That remains the most stressful and scariest year of my professional and personal life, but the lessons afforded to me during childhood and the support of an awe-inspiring team empowered me to succeed its trials by fire. In my first year as CEO, revenue increased by 20% and profitability increased by 36%. We doubled within a few years and steadily grew until receiving a buy-out offer that, after some negotiation, we couldn't refuse. I attribute those experiences to the consultant I've become and my ability to connect with clients. I'm intimately familiar with how overwhelming running a business can be, and I'm passionate about leveraging the knowledge and expertise I've accumulated to empower entrepreneurs in similar ways. 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: I bring a unique blend of practical knowledge, strategic thinking, business acumen, and technical skills to the table. I specialize in data-driven strategy development, which frequently culminates in projects including comprehensive research & data analysis, business plan writing & development, growth & marketing strategies, and financial analysis & planning. Furthermore, my network of industry experts and professionals enables me to provide clients with access to additional resources and support. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗘𝗗 𝗖𝗟𝗜𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • Secured seven-figure funding from investors, banks, and SBA programs. • Boosted business-to-business IT service provider's growth rate from 3% to 16% in 6 months. • Achieved 385% growth in the competitive music & entertainment industry, establishing a renowned creative powerhouse with a now-27,000 sq. ft. multimedia studio. • Outsold 97.9% of sellers on Etsy within one year of launching e-commerce drinkware brand, achieving top sales on a platform with annual revenue exceeding $2.3 billion at the time. • Increased YouTube channel's 90-day impressions by 46% (to 527.4K) and views by 126% (to 28K), resulting in a click-through rate increase of approximately 1.9% (to 5.3%). 𝗟𝗲𝘁'𝘀 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 how I can leverage my lifetime of experience, formal education, and incredible network to take your business to the next level. I know that hiring a freelancer is an important decision, and I'm happy to provide more information and answer any questions you may have. I’m here to help and just a message away!
$150 hourly
Aleksandr M.
Financial Analyst
- 5.0
- (61 jobs)
Los Angeles, CA
Financial Analysis
IRS Income Tax Audits
IRS Resolution
Financial Modeling
International Taxation
Tax Preparation
Tax Law

Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.
$50 hourly
Ellie K.
Financial Analyst
- 5.0
- (23 jobs)
Nashville, TN
Financial Analysis
Proofreading
Project Management
Trademark Search
Trademark Prosecution
Legal Writing
Contract Drafting
Document Review

Bookkeeper/Paralegal experienced using QuickBooks (online and desktop versions), available to perform all types of paralegal and bookkeeping work including the following: FINANCIAL and BOOKKEEPING: Management of A/R and A/P using QuickBooks • Preparation of year end reports to submit to a CPA for tax preparation • Reconciliation of transactions and bank statements • Payroll and related monthly and quarterly IRS filings • Cleanup of books in chaos due to neglect • Data Entry • Other bookkeeping tasks CASE MANAGEMENT: Calendaring and managing deadlines • Case file review, organization and summary • Correspondence with clients, opposing counsel and the Court • E-filing Court documents DISCOVERY: Medical Records requests, review, organization and summary • Preparation of Discovery requests and responses • Public Records research and retrieval RECORDS MANAGEMENT: Large document sort, organization and review • Chronologies and timelines • Organization and editing of documents using Adobe Pro LEGAL DRAFTING: Preparation of pleadings and motions • Formatting documents • Proofreading and editing contracts and other legal documents DEPOSITIONS: Deposition digests • Document and exhibit compilation and management • Deposition Transcript review and summary LEGAL PROJECT MANAGEMENT: Management of projects requiring a legal background • Law firm practice management software Integration • CLE course approval through state boards
$190 hourly
Matthew W.
Financial Analyst
- 5.0
- (134 jobs)
Birmingham, AL
Financial Analysis
Investment Research
Derivatives Trading
Stock Option Agreement
Microsoft Excel
Accounting Principles & Practices
Financial Modeling

I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Trading coaching (options, stocks, futures) - Custom trading tools (Excel only, no Python, APIs, etc.) - Data Analysis - Hedging and portfolio management Feel free to reach out regarding private wealth management as well.
$75 hourly
Matt F.
Financial Analyst
- 5.0
- (6 jobs)
Provo, UT
Financial Analysis
Finance & Accounting
Financial Writing
Forecasting
Financial Management
Corporate Finance
Financial Modeling
Financial Report
Microsoft Excel

Hi! Thanks for looking at my profile - I have the finance skills to be a solution to your problem, improve your business, relieve your stress & let you focus on what you do best. How do I know that I can help? 16+ years experience (finance @ Walmart headquarter, bank CFO & owned an ecommerce business). I have all the other boxes on my resume checked on my resume too; accounting degree, MBA, CPA license, QuickBooks Online ProAdvisor & Excel ninja. Recent Upwork Feedback: "Quick, fast, accurate and knowledgeable. Matt was great to work with! Great communication. Thanks Matt!"
$150 hourly
Mario A.
Financial Analyst
- 4.7
- (21 jobs)
North Miami Beach, FL
Financial Analysis
Valuation
Real Estate Acquisition
Real Estate Investment Assistance
Real Estate Financial Modeling
Commercial Lease
Excel Formula
Underwriting
Real Estate Financial Model
Microsoft Excel
Market Research
Business Analysis
Competitive Analysis
Market Analysis

Glad you made it. I have been in corporate and commercial real estate for nearly 20 years with over 700 analyzed commercial assets, 1 million SF of managed properties, $600 million in sales, 1 million SF in leasing, and 500,000 SF in disposed assets. Throughout the past 10 years, I have also been an on-call real estate research and financial analyst to dozens of developers and owners throughout North America. I have multiple advanced financial models covering nearly every aspect of a project, whether ground-up construction, value-add, or stabilized. All assumptions are backed by quality market data from Costar and other verified data sources. Additional model highlights include: - Comprehensive summary sheet - Multi-level equity waterfall - Dynamic construction budget - Operational shortfall calculation - Construction, refinance, & mezzanine flexibility - And more Real estate asset classes include: - Multifamily (including LIHTC) - Hospitality - Retail - Industrial - Mixed-use - Single family - Planned Unit Developments - And more
$35 hourly
Cameron H.
Financial Analyst
- 5.0
- (5 jobs)
View Park-Windsor Hills, CA
Financial Analysis
Axiom MicroStation Productivity Toolkit
Cost Accounting
VLOOKUP
Epic Systems Medical Software
Microsoft Office
Intuit QuickBooks
Sage
Account Reconciliation

Below is a list of skills that I have acquired through education and my 8+ years working in Accounting and Finance: Accounting | Financial Statements | Problem-Solving | Analytical | Team Dynamics | MS Word | MS Excel | MS PowerPoint | MS Outlook | Kaufman Hall | Lawson | EPIC | QuickBooks | MAS | SAGE | Darwin | Vlookups | Pivot Tables | Darwin
$100 hourly
Olga Z.
Financial Analyst
- 5.0
- (49 jobs)
Almaty, ALMATY OBLYSY
Financial Analysis
Financial Projection
Financial Analysis & Valuation
Valuation
Financial Modeling
Startup Consulting
Microsoft Excel
Chartered Financial Analyst
Investment Research
Industry Knowledge
Equity Research
Business Plan
Presentations

Hello, My name is Olga Zagidullina, CFA. I am an investment analyst with over 10 years of professional experience in financial modeling, M&A, and investment analysis at Asset Management and Private Equity companies. I focus on preparing financial models/ pitch decks/ business plans/ market research for start-ups in different sectors; analyzing & modeling Private Equity deals; provide other financial modeling and consulting services on demand. My core skills are: -Market research -Financial modeling/ investment analysis -Business/ project valuation -Pitch decks -Business planning. I started as an Investment Analyst focusing on Equity research at RESMI Investment and Financial House, JSC (Kazakhstan). Then I was offered a Lead Analyst position at Investment Banking Department at the same company with a focus on financial modeling, listings & M&As. 3 years later, I was promoted to the Head office of the Group as the Head of the Economics and Investment development department that provided experience of buy-side M&A deals in Kazakhstan in the technology and e-commerce sector. I had a chance to consider many potential targets in the Russian Confectionery and Soft Beverages sectors, as well as Fintech and E-commerce projects. The tasks included supervision over the Group's budget, as well as analytical support of annual and 3-year strategic planning, including financial modeling and macro/sector overviews preparation. I started freelancing in June 2020 and decided to leave my previous employer for full-time freelancing in September 2020. Being sure that knowledge and ethical approach are fundamental to the investment profession, I got my CFA Charter in 2017. I am convinced that my analytical and modeling skills can be helpful for various types of tasks in investment analysis and business planning areas.
$70 hourly
Zlatko A.
Financial Analyst
- 5.0
- (8 jobs)
Belgrade, CENTRAL SERBIA
Financial Analysis
Management Consulting
Interpersonal Skills
Microsoft Access
Business Consulting
Financial Management
Financial Presentation
Startup Consulting
Financial Modeling
Microsoft Excel
Financial Report

✅📈 Highly effective executive with 20+ years of experience in operations within international multi-million € companies, and start-ups, in diverse industries including construction, real estate, retail/wholesale, and manufacturing, supported by strength in finance, trade, marketing, HR, IT, and procurement. ✅ Capable of blending big-picture viewpoints with daily operations to facilitate successful decision-making. At Keen Holdings, achieved a 9% profit increase while at Al Grosso, actively contributed annual turnover from 2M€ to 7M€ As a summary of my skills and expertise, I made: ✔ Key Essentials for Operations, Business and Financial Management in SMEs, and start-ups, presented in my portfolio, which covers business models and strategic financial management, including accounting, controlling, planning, budgeting and debt structuring. ✔ Financial Analysis Model for Planning and Sales Forecasting, Cash Budgeting, Break-Even and Leverage, among other topics. 🟢 Skills & Expertise • Operations Management • Financial & Accounting Management • Controllership & Decision Making • Growth Strategy Development • Business Planning & Analysis • Performance Measurement • Operational Efficiencies • Financial Analysis & Reporting • Resource Management 🟢 Education & Training • B.Sc. Econ. Faculty of Economics and Business, Belgrade University • Training: Culture and Philosophy for Success • Training: Road to Success 🟢 Certificates • Certificate of Financial Analysis • Certificate for an Independent Accountant • Institute for Foreign Languages, Belgrade, Certificate in Advanced English 🟢 Additional Knowledge • MS Office, Asana, Slack, Google Sheets, Zapier, Make, Airtable, Podio • Driver license (B Category)
$100 hourly
Jason T.
Financial Analyst
- 5.0
- (2 jobs)
Atlanta, GA
Financial Analysis
Ratio Analysis
Underwriting
Real Estate Financial Modeling
Real Estate Investment Assistance
Financial Modeling

Have been underwriting commercial real estate loans since 2006. I am a certified commercial loan underwriter with the National Association of Mortgage Underwriters (NAMU) and credit trained through Mood's Analytics. I have experience in spreading, analyzing, pricing, and structuring complicated real estate deals with multiple capital stacks. I can help carry a borrower or investor through a dedicated workflow that will allow for quicker closings. Moreover, my skills are not limited to lenders. If you are an investor who wants me to put together a loan package that your lender will love to see to get your deal not only approve, but closed quicker, please reach out to me and I be happy to help!
$35 hourly
Kateryna M.
Financial Analyst
- 5.0
- (11 jobs)
Kyiv, KYIV CITY
Financial Analysis
Business Plan
Financial Modeling
Financial Reporting
Forecasting
Management Accounting
Project Analysis
Cash Flow Analysis
Microsoft Excel

I have more than 12 years of experience in finance, accounting and market analysis fields. Usually, these activities were combined with manager assistant’s duties. As result, I have the following skills: In accounting (accounting records according to IFRS and tax accounting standards); In finance: - Financial planning (development of financial models for projects; budgeting for companies); - Management accounting (implementation and monthly reports). - Financial analysis (NPV, Payback period; Profitability ratios; Break-even point, IRR, Discounted Payback period calculation). As administrative assistant: - Documents processing (drafts of agreements preparations, writing procedures, data entry); - Preparation of presentations in PowerPoint/ Keynote); - Email Communication; - Payments control; - Social media management ( Facebook, YouTube, Instagram); - Content management. Work with Wordpress and Tilda sites. As investment and marketing analyst: - Market analysis ( market size; competitors; partners determination; other marketing researches); - Project analysis (reachability of financial indicators, market share, etc.) If my knowledge and skills are useful for you I will be happy to help you.
$35 hourly
Gevorg A.
Financial Analyst
- 4.9
- (30 jobs)
Yerevan, YEREVAN
Financial Analysis
Business Coaching
Investment Banking
Pitch Deck
Pitchbook
Fundraising
SaaS
Business Valuation
Mergers & Acquisitions
Startup Consulting
Corporate Finance
Financial Model
Valuation
Business Plan
Financial Projection

Overview: As a seasoned Financial Modeling and Consulting Expert, I empower startups and growing businesses to secure funding and achieve their financial goals. I specialize in startup/business valuations, crafting compelling business plans and pitch decks, and building robust financial models. With a proven track record of success, I've helped numerous clients secure funding, optimize their financial strategies, and drive sustainable growth. Let me help you translate your vision into a reality Services Offered: Financial Modeling & Analysis: • Startup/Business Valuations (DCF, Market, etc.) • Financial Forecasting & Budgeting • KPI Analysis & Dashboard Development • Profitability Analysis & Revenue Growth Strategies • Multifamily Acquisition Modeling Business Planning & Fundraising: • Comprehensive Business Plans & Pitch Decks • Market Research & GTM Strategy • Investment Readiness & Fundraising Advisory Fractional CFO Services: • Strategic Financial Planning • Management Accounting & Reporting • Risk Management & Compliance Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed over 50 financial models for startups and operating companies. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI enriched results Ready to take your business to the next level? Let's discuss how my financial expertise can help you achieve your goals. Contact me today for a free consultation.
$40 hourly
Robert S.
Financial Analyst
- 4.6
- (4 jobs)
McKinney, TX
Financial Analysis
Business Operations
Accounts Receivable Management
Human Resources Consulting
Cash Flow Software
Bill.com Accounts Payable
Account Reconciliation

I am currently transitioning from regular corporate office environment to flexible independent contractor role where I can use my professional experiences in Accounting and bookkeeping to help others grow their business by providing them with necessary accounting and bookkeeping services needed for business success. I recently started actively pursuing this opportunity so I don't have specific projects accomplished through this site but I certainly have completed many complex projects in the accounting/bookkeeping are in several industries here are most recent work experiences: Last 2 years I am employed with an organization as Controller managing all aspects of accounting and financial reporting for multiple entities/businesses under same ownership using QB Online and QB Desktop. Major responsibilities are cleaning the books by: reconciliation of 9 bank accounts and 5 credit card accounts reclassifying expenses and generating accurate P&Ls and Balance sheets for all 6 businesses going 3 years back and making appropriate adjustments and corrections to prepare financials for the CPA. Another responsibilities include heavy AP processing and preparing check runs, tax filings, 1099 preparing and filing. Also preparing the bank compliance reports, and Inventor control/recording. I am also managing payroll and benefits administration for all 6 companies including HR compliance, onboarding new hires. I am very strong in following areas of business operations: BUDGETING • STRATEGIC PLANNING • FINANCIAL ANALYSIS & STATEMENT PREPARATION • REGULATORY COMPLIANCE • STAKEHOLDER RELATIONS • PAYROLL AND BENEFITS MANAGEMENT •CASH FORECASTS AND TREASURY MANAGEMENT PROFILE My professional experiences in Accounting and Finance Leadership roles consist of: 6 years in the Corporate Controller role 5 years in the Accounting Manager role 8 years in Senior Corporate accountant role 5 years Teaching accounting for a higher education institution. I have worked in several industries, such as: Hospitality, Healthcare, IT, Optical Manufacturing, Retail , Marketing and Higher education. A litte more about me: • Possess 15+ years of progressive experience and proficiency in financial statements, financial analysis, credit management, reconciliations, payroll administration, taxation, and variance analysis. • Proficient at preparing and presenting detailed financial analyses to senior management. • Devise and contribute vital forecasts and financial outlooks, playing a major role in supporting, influencing, and navigating fiscally strong company operations. • Proven achievements in controlling budgets and simplifying or automating processes to reduce expenses and increase profitability. • Highly skilled at defining, standardizing, and implementing business processes to maximize competitive positioning, organizational stability, and financial growth. • Adept at seamlessly collaborating with key stakeholders and effectively prioritizing, coordinating, and steering initiatives to optimize productivity. • Develop accounting policies and procedures which align with corporate and regulatory criteria. In addition to exceptional academic credentials including a Doctor of Business Administration, I bring to you extensive accounting management experience, proven success in streamlining A/P and A/R structures and procedures, and excellent skills in financial reporting, financial analysis, and steering high-impact process improvements. My meticulous attention to accuracy as well as outstanding analytical, budgeting, and forecasting skills would enable me to effectively transition into your organization and garner immediate results. Additionally, I have led multiple initiatives and projects to substantially improve accounting, treasury, expense control, and other financial operations. I would be happy to provide my resume where details of my professional experiences and educational background can be verified. If you give me a chance I promise I will treat your business needs as they were my own business needs. My standards are based on . SERVICE | LEADERSHIP | INTEGRITY| ACCOUNTABILITY Thank you for consideration and I hope to hear from you soon Robert
$60 hourly
Mitchell F.
Financial Analyst
- 5.0
- (75 jobs)
Eagle Mountain, UT
Financial Analysis
Financial Modeling
Balance Sheet
Business Analysis
Data Processing
Business Intelligence
Data Cleaning
Operations Analytics
Data Analytics
Spreadsheet Software
Excel Formula
Dashboard
Data Visualization
Data Analysis
Microsoft Excel

Top Rated Excel Expert & Data Analyst - 8 years of experience Often, you need to understand your business' metrics better, want to optimize your existing spreadsheets, or need an Excel template created for a task. But it can be overwhelming deciding where to start, what is most important to do, and just the general uncertainty of it all. Whether you have short or long-term needs, I hope you can consider me as your go-to for any advanced analysis and Excel help! While my focus is primarily on (general) quantitative analysis, financial analysis, and KPI management & analysis, some of the common services I offer are: - Data cleaning, analysis, and visualizations - Spreadsheet (and template) design and optimization - Dynamic dashboards - Custom order forms and invoice sheets - Operational, financial, and management reports/summary pages - Inventory management and analysis
$70 hourly
Rami S.
Financial Analyst
- 5.0
- (3 jobs)
Asheville, NORTH CAROLINA
Financial Analysis
Trading Lesson
Financial Trading
Forex Trading
Stock Option Agreement
Online Financial Trading

I have an extensive knowledge when it comes to trading in general. I have especially perfected trading options, futures and stocks. I have over 5 years of trading both personally and professionally. I have even got my series 7 and 65. Some of my trading stats: - 85%+ win rate - 2.2 RRR I believe trading is super simple but people make it complicated, so let me help you with your journey and show you the right steps
$60 hourly
Ritz A.
Financial Analyst
- 4.9
- (60 jobs)
San Antonio, TX
Financial Analysis
QuickBooks Online
Tax Preparation Software
Sales Tax
Account Reconciliation
Tax Preparation
Intuit QuickBooks
Bookkeeping
Microsoft Excel
Accounts Receivable
Payroll Accounting
Zoho Books

Discover peace of mind with your finances! Many business owners tackling bookkeeping themselves often find themselves overwhelmed and confused, resulting in messy books. As a Certified QuickBooks ProAdvisor and Accountant by trade, I specialize in bringing clarity to your financial records. With my expertise, you can trust that your numbers are accurate and your focus remains on growing your business. If you're seeking a financial partner who goes beyond mere bookkeeping to actively optimize your company's growth, then let's connect! Here's how I support my clients: ✔️Cleanup of Books ( One-time Project, with monthly maintenance / bookkeeping) ✔️Full Charge Bookkeeping (Bank reconciliation, Sales & AR management, AP management, Expense tracking, Payroll, Inventory Management, Sales Tax filing and payment) ✔️Full Cycle Bookkeeping - Closing of books / month-end close preparation; Profit & Loss, Balance Sheet, Cashflow statement Industries Served: 💰 Construction / Contractors 💰 Ecommerce 💰 Advertising / Digital Marketing 💰 General Service Industry 💰 Restaurants 💰 Trucking 💰 Real Estate / Property Management 💰 Lawn Care/ Landscaping 💰 Retail Software Expertise : 💠Quickbooks Online 💠 Avalara 💠 Asana 💠 Amazon Payee Central 💠 Amazon Seller Central 💠 ADP 💠 Ascend TMS 💠 Billpay 💠 Box 💠 Corpay 💠 Canopy 💠 Coconstruct 💠 Clickup 💠 Dext 💠 Dropbox 💠 Hubdoc 💠 Invoice2go 💠 Gusto 💠 Paychex 💠 Jetpack 💠 Google Sheet 💠 MS Office Applications
$500 hourly
Yahaira B.
Financial Analyst
- 4.6
- (16 jobs)
Raleigh, NC
Financial Analysis
Budget Planning
Budget
Forecasting
Construction
Cash Flow Analysis
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
Financial Management
CPA
GAAP
Internal Control

Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
$35 hourly
Thijs M.
Financial Analyst
- 5.0
- (5 jobs)
Anna Paulowna, NORTH-HOLLAND
Financial Analysis
Coaching
Legal Consulting
Translation
Legal
Dutch
Writing
Data Processing
British English Dialect
Life Coaching
Article Writing
Microsoft Office

Hi, my name is Thijs and welcome to my profile. I am an enthusiastic, motivated and ambitious legal and financial professional who likes challenges and I am certainly not afraid to take initiative. Since 2017 I have worked as an assistant administrator in the Netherlands, offering people my help to regulate their finances. Because of this job, I am learning more about legislation, taxes, writing and many more. Each day is an opportunity to gain new experiences and knowledge to get the best out of others and myself. I am currently studying at university to gain new insights and become a better version of myself. Because of my broad set of skills, I am open to various jobs. Send me a message about your job and we will look at the possibilities together. Contact me!
$120 hourly
Alora A.
Financial Analyst
- 5.0
- (6 jobs)
Kings County, NY
Financial Analysis
Financial Reporting
CPA
IRS Income Tax Audits
Personal Budgeting
Intuit QuickBooks
Budget Management
Payroll Accounting
Account Reconciliation
Tax Preparation

I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.
$200 hourly
Bonnie F.
Financial Analyst
- 5.0
- (74 jobs)
Coppell, TX
Financial Analysis
Buildium
AppFolio
CPA
Financial Reporting
Bookkeeping
GAAP
Financial Variance Analysis
Intuit QuickBooks

I am looking to collaborate with business owners eager to transform their financial strategies, especially if they feel it's becoming a barrier to their success. I will help you manage all of the financial aspects of your business so that you can reach a place of financial empowerment that enables you to focus on your passion, your business. If you are looking for a true financial partner who doesn’t just punch the numbers but takes an active role in optimizing your company’s growth, let's schedule a call. Services Provided: Virtual CFO, Pre-audit Engagements, Business Consultant, Controller, Accounting Manager, Monthly review, Audit Liason, Pre-audit prep, Forensic Accounting, Internal Auditing, HR support, Cash to Accrual Conversion Professional Skills: CFO, Controller, Accounting Manager, Quickbooks Proadvisor, QuickBooks Online, Quickbooks Training, Accounting review and Clean up, Bookkeeping, Payroll, Account Reconciliations, Budgeting & Forecasting, Financial Analysis, Management Reporting, Public Accounting, Create Policies and Internal Control Documents, Liaison for audits Software skills: QuickBooks Online, Wave, Appfolio, Buildium, Fathom, Google Sheets, Google Docs, Advanced Excel, Word, PowerPoint, Hyperion Essbase, SAP, JDE, Oracle and Business Objects, Apps: Teamwork, Asana, Clickup, Clio, Lawpay, Practice Panther, Square, Stripe, Amazon, Bill.com, Paypal, Shopify, Hubdoc, Trello, Skype, Slack, Cliq, Teamwork, Fathom, Zapier, ADP, Gusto, T-Sheets, Veem, Harvest, Google Sheets, and Google Docs Personal Qualifications: Energetic, Effective Communicator, Organized, Detail-oriented, Able to Multi-Task, Time Management skills, Trustworthy, Client focused, Problem Solver,
$40 hourly
Erdem A.
Financial Analyst
- 5.0
- (7 jobs)
Istanbul, Turkey
Financial Analysis
International Financial Reporting Standards
Financial Reporting
Internal Auditing
Forex Trading
Financial Audit
GAAP

Hello! Do you need a Big 4 Financial Auditor to Audit your Financial Statements and preapare your Financial Report? Do you need a Quickbooks/Xero Expert to help out your small business with accounting? SO WHY ME? 4 Years of Financial Audit Experience with a Big 4 firm. Proficient at Microsoft Excel, Microsoft Word and Microsoft POWER BI. Quicbooks and Xero Expert. These are my main services I provide for my Clients - Financial audits of Cash, Account Receivables, Inventory, Fixed Assets, Accounts Payables, Debt, Future Employment Benefits, Income Taxes (Not limitited to those but all Balance Sheet and Income Statement Accounts) - Auditing these accounts using Templates that calculates according to IFRS Standards.(Amortisation for Tangible Assets, Unused Vacation, Royalty Payment Provision,Net Realizable Value Calculation and more...) - IFRS 9 and IFRS 16 Calculation. - Booking Adjusting and Reclassification Entries after the Financial Audit. - Financial reporting under IFRS and GAAP for both Solo and Consolidated Entities. - Financial statements preparation (Balance Sheet, Income statement, Statement of Cash Flow, Change in Shakeholders Equity, Footnotes) - • Transformation of financial statements from GAAP to IFRS.
$100 hourly
Wesley K.
Financial Analyst
- 5.0
- (4 jobs)
San Marino, CA
Financial Analysis
Forecasting
Financial Planning
Business Modeling
Financial Modeling
QuickBooks Online
VLOOKUP
Financial Projection
Microsoft Excel
Intuit QuickBooks

Hi there! I am a financial analyst for small businesses with 6+ years of combined experience in finance and accounting at Citi and recently-IPO'ed tech startup, Vroom. I am a freelancer who enjoys working with small to mid-sized businesses and help with their financial modeling, P+L/cash flow management, financial budgeting and forecasting, and accounting. I have also founded a CPG e-commerce business, so I understand the in's and out's of small business finance and accounting. With first-hand experience, I can help with bookkeeping, inventory management, and payroll. I can conduct cost-benefit analyses, return on investment (ROI), financial modeling/planning, data clean-up/optimization, and general business consulting using dynamic Excel models. With a business mindset, I can create models and generate financial reports that paint an overall picture of your business health. I am open to roles as ongoing retainers, as an integrated CFO, or on a project basis like bookkeeping! I'm passionate about being a team member that brings value to busy entrepreneurs and their businesses. I have 6+ years of experience in finance, e-commerce, accounting, startups, marketing analytics and have worked with clients in consumer product goods, tech, retail, fashion, and more. My services include: - Excel Modeling & Data Entry - Finance and Data Reporting - Financial Analysis - Financial Projections - Profit and Loss Management - Budgeting - Marketing Analysis - Bookkeeping (Quickbooks) - Business: LLCs, Corps, Contractors
$100 hourly
Sarun R.
Financial Analyst
- 5.0
- (77 jobs)
Bengaluru, KARNATAKA
Financial Analysis
MATLAB
Python
R
Financial Risk
Economics
Econometrics
Corporate Finance
Derivatives Trading
Financial Modeling
Financial Planning
Statistics
Accounting
Microsoft Excel

I am a finance professional with over six years of work experience in the areas of financial risk management and derivatives valuation and trading. I have worked as an analyst at Credit Suisse, and as a senior consultant at PwC, and I have been an active trader in the derivatives market for four years. I have a BTech and an MBA, and I'm proficient with R, Python, MATLAB, Excel and VBA. I'm familiar with the major concepts of Financial Accounting, Corporate Finance, Economics and Econometrics. In my career, I have worked extensively with derivatives - options and futures. As a result, I've acquired a strong understanding of their workings - their payoff profiles, risk profiles, and valuation. I have worked with various valuation models for derivatives - binomial, Black-Scholes, stochastic volatility models.
$100 hourly
Andrew B.
Financial Analyst
- 5.0
- (15 jobs)
Portland, OR
Financial Analysis
Financial Planning
eMoney Advisor emX
Insurance Policy Analysis
Certified Financial Planner
Financial Writing
Regulatory Compliance
Financial Modeling
Data Entry
Compliance

My eMoney expertise comes from a wealth of experience adding value to high-net-worth oriented RIA practices through efficient, high-quality financial plan modeling. Top-performing financial planning practices have hired me to develop and manage their eMoney programs, conduct financial modeling, train staff on implementation, and work closely with their principal advisers to develop prudent analysis and recommendations for their clients. I focus on working diligently to equip you to better help your clients make more informed and well-founded financial decisions that are critical at every stage of their life. As an experienced CERTIFIED FINANCIAL PLANNER(tm) professional, I understand the complexities of personal (and behavioral) finance, and my industry experience makes me uniquely qualified to provide a compliant service to your financial planning practice. I look forward to providing support to you and your team!
$45 hourly
Mohammed E.
Financial Analyst
- 5.0
- (18 jobs)
El Kelaa des Sraghna, Morocco
Financial Analysis
Stata
Data Analysis
Data Science
Mathematics Tutoring
IBM SPSS
SQL Programming
Algorithm Development
Quantitative Finance
Investment Strategy
MATLAB
Financial Modeling
Machine Learning
Statistics
R
Python

I am an engineer in applied maths with expertise in Data Mining, fiancial modeling and IT. Please let me know if you need: • Quantitative/data analysis: key insights into the data, time series analysis, regression, classification, create a predictif model, Marketing or sales data insights • Stock market analysis and financial modeling: Monte Carlo methodes, Stochastic differential equations, build a trading strategy, portfolio management. • Work on an IT project involving App or script production. I use the following softwares and languages: • Python. • R. • SAS. • MATLAB and Scilab. • Excel VBA. • JAVA. • C++. • SQL. • PHP and Javascript. • Word, PowerPoint and Latex. In regards to my soft skills, I wish to spotlight my creativity, my empathy and my devoutement.
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