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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$10 hourly
Iftikhar H.
- 4.8
- (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

Stress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs.
$65 hourly
Kim L.
- 4.9
- (10 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 Business & Strategy Consultant with 10+ years of experience helping startups, small businesses, and Fortune 100s like Disney and Boeing thrive. 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 IT service provider's growth rate from 3% to 16% in 6 months. • Increased an HVAC company's net income by 33% despite a 7% revenue decline. • Grew a supplement company’s EBITDA 16% by aligning corporate & financial strategies. • Outsold 97.9% of sellers on the $2.3 billion platform Etsy within a drinkware brand’s first year by developing scalable go-to-market and operational strategies. • Drove 385% growth in hyper-competitive entertainment industry as fractional CEO, establishing a renowned 27,000 sq. ft. multimedia studio. • Increased YouTube channel's 90-day impressions by 46%, views by 126%, and click-through rate by 1.9%. 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!
$220 hourly
Aleksandr M.
- 5.0
- (63 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.

$10 hourly
Iftikhar H.
- 4.8
- (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

Stress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs.
$65 hourly
Kim L.
- 4.9
- (10 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 Business & Strategy Consultant with 10+ years of experience helping startups, small businesses, and Fortune 100s like Disney and Boeing thrive. 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 IT service provider's growth rate from 3% to 16% in 6 months. • Increased an HVAC company's net income by 33% despite a 7% revenue decline. • Grew a supplement company’s EBITDA 16% by aligning corporate & financial strategies. • Outsold 97.9% of sellers on the $2.3 billion platform Etsy within a drinkware brand’s first year by developing scalable go-to-market and operational strategies. • Drove 385% growth in hyper-competitive entertainment industry as fractional CEO, establishing a renowned 27,000 sq. ft. multimedia studio. • Increased YouTube channel's 90-day impressions by 46%, views by 126%, and click-through rate by 1.9%. 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!
$220 hourly
Aleksandr M.
- 5.0
- (63 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.
- 5.0
- (24 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.
- 5.0
- (164 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 HNW individuals and discreet private clients. I'm also a senior coach for a well-known and well-respected trading education firm. Colleagues include ex-hedge fund traders, analysts, market makers, floor trading managers, CFOs, and CMTs. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Ongoing portfolio-level hedge management and premium selling (covered call sales) for HNW individuals ($1mm minimum, sliding fee scale) - End to end trade coaching (basics --> strategy --> execution --> tracking --> tweaking psychological troubleshooting) using options, stock, and/or futures. Am considered a SME in complex options positions and hedging techniques, especially with short volatility products. - Custom trading tools (Excel and Sheets only, no Python, APIs, etc.) - Data Analysis Additional ad hoc hedging and portfolio management questions/needs Feel free to reach out regarding private wealth management as well.
$60 hourly
Indu P.
- 5.0
- (21 jobs)
Pune, MAHARASHTRA
Financial Analysis
Financial Report
Financial Modeling
Chartered Financial Analyst
Financial Planning
Cash Flow Analysis
International Accounting Standards
GAAP
Financial Statement
International Financial Reporting Standards
Bookkeeping
Balance Sheet
Microsoft Excel
Intuit QuickBooks

I am a Certified Public Accountant (CPA, US) and Chartered Accountant (CA, India), US CPA Faculty with extensive expertise in financial leadership, backed by over 13 years of post-qualification experience plus 3 years of internship training. I have expertise in accounting, business planning/modeling, financial analysis and reporting, financial statement preparation & review as per US GAAP, IFRS, UK GAAP & Ind AS along with bookkeeping, budgeting, forecasting and variance analysis experience. Most recently, I held the position of Director, where I led a team of 32 professionals in a large organization. In this role, I successfully spearheaded the transition of statutory financial reporting for 166 legal entities across 84 countries for Center of Excellence (COE) of a Global Capability Center (GCC), ensuring seamless compliance with diverse accounting standards and regulatory requirements. My ability to design and implement process improvements has resulted in enhanced efficiency and accuracy in financial reporting. Also, my tenure at a Big4 firm as a Manager in Capital Markets and Accounting Advisory Services has equipped me with the expertise to oversee complex accounting projects, including those involving International Financial Reporting Standards (IFRS). With a strong foundation in accounting, financial analysis, and consolidation, I specialize in full set of financial statements preparation and review in accordance with multiple GAAPs. some of feed backs i received from my Upwork Clients : "Indu is a competent professional with sound technical knowledge of the subject matter assigned to her." "Timeliness and adherent to deadlines and goes beyond for completion of work" "Excellent work! Delivered before deadline and quality of work was 1000% more than I expected! Thank you so much" "Indu strives to deliver results with perfection and on time."
$95 hourly
Zlatko A.
- 5.0
- (10 jobs)
Belgrade, CENTRAL SERBIA
Financial Analysis
Operations Management Software
Interpersonal Skills
Microsoft Access
Financial Management
Financial Presentation
Financial Modeling
Business Process Automation
Business Process Management
Business Consulting
Business Management
Management Development
Business Operations
Management Consulting
Startup Consulting

Most engagements start with a 10–14 day Stabilisation Sprint (fixed scope). I install clear ownership (roles/RACI), a KPI scorecard, and a weekly operating cadence so your remote team delivers, and it takes this off your plate. After the sprint, I can stay on 1 day/week (or 8–10h/week) to run the cadence (scorecard → priorities → follow-ups), keep reporting clean, and remove bottlenecks. ✅ What you get by Day 14 (live + adopted): • 1 KPI scorecard (owners, definitions, targets) • 1 weekly cadence (agenda + action log + follow-ups) • 1 lightweight roles/RACI map (handoffs + escalation) • 2–3 critical SOPs implemented for daily use Proof: • +9% net profit improvement (Keen Holdings) • Turnover growth €2M → €7M (Al Grosso) • ISO 9001/14001 + EOS-like cadence; saved 15h/week • Finance toolkit used by 10+ SMEs; ~€5K/month untracked spend removed • Additional credibility: Accepted into independent consultant networks (Catalant, BTG). Here’s what I offer: • KPI scorecards + reporting ownership (incl. Sales + Backend KPIs when needed) • Weekly operating cadence (scorecard review, priorities, accountability) • SOPs, process maps, and roles/RACI (handoffs + escalation) • Tooling oversight (Microsoft 365 / Asana / Slack / Google Sheets) - I define specs and QA delivery with your implementers Selected work: 1. Keen Holdings (UK) — Fractional COO +9% net profit improvement through process work and execution discipline. 2. Al Grosso — COO/CFO Helped grow annual turnover from €2M to €7M over two years. 3. ISO + SOP systems Set up ISO 9001/14001, SOPs, KPIs, and an EOS-like weekly cadence; saved 15 hours/week. Who I work with: • Founder-led teams that need clear ownership and predictable execution • Ops-heavy businesses where delivery or follow-through is messy • Teams that want simple cadence, real KPIs, and less micromanagement • Importers, distributors, and FMCG/product businesses that need sourcing-to-shelf control Secondary track (when relevant): For importers, distributors, and FMCG/product businesses, I can also set up the sourcing → QC → landed cost → logistics → inventory → retail-readiness process, so launches and replenishment stay predictable. When needed, I also support supplier screening, negotiation prep, and margin-risk controls. Message me on Upwork, and we’ll set a short call to confirm scope and the best first sprint.
$85 hourly
Mitchell F.
- 5.0
- (114 jobs)
Eagle Mountain, UT
Financial Analysis
Advanced Analytics
Data Integration
Power Query
Business Analysis
Business Intelligence
Data Cleaning
Operations Analytics
Data Analytics
Spreadsheet Software
Excel Formula
Dashboard
Data Visualization
Microsoft Excel
Data Analysis

Hello there! I have 10+ years of data analysis experience and am passionate about helping businesses tackle their toughest data challenges. With expertise in Excel, Python, and SQL, I focus on automating workflows, cleaning and transforming data, creating dashboards, and pretty much everything else in between across a wide variety of industries. I believe good data can tell a story and drive smarter decisions. That’s why I focus on creating practical, easy-to-use solutions tailored to what you actually need. Maybe you’re drowning in data and just want something more manageable, or you’re looking to save time by automating a tedious process. Either way, I’m here to help. If you’re ready to take the hassle out of your data and make it work for you, I’d love to hear more about your project. Don't hesitate to reach out with any questions, and let's explore how I can help!
$145 hourly
Shaun C.
- 4.9
- (253 jobs)
Boston, MA
Financial Analysis
Business Research
Research Methods
Research Proposals
Market Research
Technical Writing
Research Papers
Academic Editing
Company Research
Corporate Finance
Academic Writing
Business Writing
Economic Analysis
AI Model Training
Behavioral Finance

I bridge the gap between rigorous economic theory and cutting-edge technology. As a PhD-level Behavioral Economist, I specialize in improving the accuracy of Generative AI models for financial and economic forecasting for global leaders, including Google, Microsoft, and Amazon. My expertise encompasses model evaluation, RLHF, and strategic AI implementation within the finance industry. Additionally, I provide high-level academic consulting for scholars and doctoral candidates. I specialize in the complex stages of the publishing cycle, including original manuscript development, dissertation coaching, and navigating "revise and resubmit" requirements for elite journals such as the Strategic Management Journal and Academy of Management Journal. Consultation Policy: I offer a free 15-minute introductory meeting to discuss your goals. For complex projects—specifically those requiring document reviews or substantive research strategy—please book a consultation. * 30-Minute Consultation: Reserved for non-research projects. * 60-Minute Consultation: Required for all research-based academic or corporate projects. Estimated project costs are provided exclusively following a formal consultation to ensure an accurate assessment of your specific needs.
$100 hourly
Jason P.
- 5.0
- (60 jobs)
San Francisco, CA
Financial Analysis
Real Estate Financial Model
Financial Model

— Investment Analyst | Multi-Billion-Dollar Family Office – Assessed and articulated the financial impact of acquisitions, developments, operations, leasing, and sales on cash flow and project and partnership level returns. — Underwriting & Valuation Expertise – Underwrote over $2 billion in renewable energy and commercial real estate assets acquisitions and developments across all major property types, including office, retail, industrial, multifamily, and hospitality. Developed and maintained comprehensive cash flow and valuation models. — Capital Markets & Financing – Secured over $250 million in assumable, construction, bridge, and permanent financing through strategic partnerships with leading pension funds, banks, and insurance companies. — Investment Committee & Investor Presentations – Prepared comprehensive investment committee memorandums and developed pitch decks in Word and PowerPoint, effectively communicating deal rationale, financial analysis, and strategic recommendations to stakeholders. — Investment Strategy & Stakeholder Communication – Spearheaded the development and presentation of investment memorandums, business plans, and financing proposals for institutional partners. Real Estate Expertise As an Investment Analyst for a multi-billion family office, I have hands-on experience across all stages of the real estate lifecycle, including: Acquisitions, Developments & Dispositions – Underwriting, due diligence, contract negotiations, investment memorandums, prorations, and waterfall modeling. Financing & Capital Structuring – Structuring assumable, construction, bridge, permanent financing, and recapitalizations to optimize portfolio performance and capital efficiency. Operations & Asset Management – CAM and tax reconciliation, budgeting, and reforecasting to optimize asset performance. Valuation & Financial Modeling – Advanced proficiency in ARGUS Enterprise and Excel modeling. I currently hold my certification in Argus Enteprise. Scenario & Sensitivity Analysis – Evaluating and communicating the financial impact of operational decisions, leasing strategies, asset dispositions, and repositioning efforts.
$150 hourly
Yahaira B.
- 4.9
- (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.
$120 hourly
Alora A.
- 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.
$75 hourly
Hoda E.
- 5.0
- (1 job)
Dubai, DU
Financial Analysis
SAP BusinessOne
Financial Trading
Financial Model
Finance & Accounting
Data Entry
Financial Statement
Bookkeeping
Invoicing
Financial Report
Bank Reconciliation

UAE businesses are bleeding money through messy books, unfiled VAT returns, and Corporate Tax obligations they don't fully understand. International SMEs are drowning in manual finance processes that should run automatically. I fix both — remotely, in Arabic and English. I'm a Dubai-based Fractional CFO and finance automation specialist with 8+ years managing finance functions for businesses up to AED 50M ($14M) in revenue across UAE, UK, and international markets. I don't just report your numbers — I fix the systems producing them. I combine CFO-level financial leadership with hands-on automation — building Zoho One and Makecom workflows that eliminate manual data entry, close your books in days not weeks, and give you real-time financial visibility without hiring a full-time finance team. What I deliver that most controllers cannot: — Monthly close with board-ready P&L, balance sheet, and cash flow — Finance workflow automation using Zoho One + Makecom — Cash flow forecasting (3–6 months rolling) — Budget vs actual variance reporting with management commentary — UAE Corporate Tax compliance, FTA gap analysis, and VAT structuring — Zoho Books and QuickBooks setup, cleanup, and integration — IFRS-compliant financial reporting for international businesses Who I work with: Growing SMEs — typically $1M–$20M revenue — whose finance systems haven't kept pace with their business. UAE companies needing full regulatory compliance. UK and international businesses needing remote CFO leadership and automated reporting. Results from current clients: Monthly close reduced from 3 weeks to under 7 days. Zero FTA penalties across all active engagements. Board-ready reporting delivered on fixed monthly retainer. I respond within 1 business hour during UAE hours (GMT+4). If your books are behind, your VAT is overdue, your numbers aren't trustworthy, or your finance process runs on spreadsheets and hope — message me.
$50 hourly
Angela A.
- 5.0
- (22 jobs)
Houston, TX
Financial Analysis
IRS Income Tax Audits
Financial Audit
Financial Plan
Tax Strategy
Bookkeeping
QuickBooks Online
Regulatory Intelligence
Regulatory Compliance
Accounting
Communications
CRM Software
Tax Preparation
Payroll Accounting
Tax Law Compliance

Accuracy and timeliness are important to me and I will not complete my work until you are 100% satisfied. Therefore, all work is completed by myself alone (NO OUTSOURCING) and I provide a money back guarantee if your expectations are not met. I am a dedicated professional having 11 years of experience preparing taxes and over 6 years of experience in payroll processing, bookkeeping, project management, data collection, research, and office administration. To leverage my experience, I have also acquired education in both Financial/Managerial Accounting and Google Ads. I am an autonomous individual with a keen ability to navigate numerous complex assignments. I possess the ability to adhere to new tasks and fashion industrious business models with substantial experience in accounting and general business management. My previous work has been used to optimize the financial decision making of companies of varying industries and individuals alike. I am an expert in the following: Payroll Rules and Regulations Personal Tax Filing (Federal/State) and Tax Code State of Texas Quarterly Filing and Registration IRS Remittance/Terminology Chart of Accounts Mastered Applications: Intuit QuickBooks Online Intuit QuickBooks Desktop Intuit Tax Software ADP Payroll Systems Google AdWords Google Analytics Google Ads 360 PDF Conversion Adobe Acrobat DC Pro Microsoft Office Microsoft Outlook Microsoft Word Microsoft Excel Microsoft PowerPoint
$70 hourly
Ahmed E.
- 5.0
- (9 jobs)
Toronto, ON
Financial Analysis
Financial Planning
Financial Modeling
Corporate Finance
Commercial Lending
Credit Repair
Financial Writing
Business Writing
Business Analysis

Hello, I’m Ahmed, a seasoned financial consultant based in Toronto, Canada, with over 14 years of experience helping businesses in Canada, the USA, and the Middle East thrive. My passion lies in transforming financial challenges into opportunities for growth by providing tailored, results-driven solutions. What I Do: ======== I specialize in corporate finance, where I help businesses: - Raise Capital (Debt & Equity): Secure funding by negotiating with banks, investors, and financial institutions. - Prepare Comprehensive Financial Plans Develop business plans, financial models, and strategies that attract capital and drive business success. - Mentor Startups: Guide entrepreneurs from idea inception to actionable plans, helping them become investment-ready and scale their ventures. My Expertise: ========== With a background in private equity, venture capital, and senior roles at multinational banks, I bring a wealth of experience across: -Debt Structuring and Fundraising -Business Planning and Financial Modeling -Investment Advisory (Structuring, Valuations, and Due Diligence) -Portfolio Optimization and M&A Consulting -Startup Strategy and Mentorship Track Record of Success: ==================== -Raised millions of dollars for clients across diverse industries, including real estate, manufacturing, F&B, and technology. -Supported startups in securing seed and growth-stage funding by crafting investment-ready business plans. -Negotiated favorable terms with banks and investors, unlocking new growth opportunities for clients. -Helped clients optimize operations through financial analysis and management consulting, driving profitability and scalability. Why Work With Me? ============== -Global Reach: Extensive experience working with clients in Canada, the USA, and the Middle East, ensuring culturally and regionally relevant solutions. -Proven Expertise: A history of delivering results for startups, SMEs, and established corporations in raising funds and achieving financial transformation. -Comprehensive Services: From financial modeling to debt negotiations, I provide end-to-end support tailored to your business needs. -Startup Mentor: As a founder myself, I understand the unique challenges of building a business and provide actionable guidance to help you succeed. Let’s Work Together Whether you’re looking to raise capital, create a robust financial plan, or transform your business idea into a thriving venture, I’m here to help. Let’s collaborate to achieve your financial goals and unlock your business’s full potential. Contact me today to get started on your journey to success!
$40 hourly
Erdem A.
- 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.
$40 hourly
Feras A.
- 5.0
- (21 jobs)
Oakville, ON
Financial Analysis
Financial Statement
Big Data
Tidyverse
Data Analysis
Microsoft Excel PowerPivot
Data Modeling
Automation
R
Power Query
Microsoft Power BI
Data Visualization
SQL
Intuit QuickBooks

With 7+ years of experience in Power BI development, I help businesses transform raw data into actionable insights through scalable dashboards, automated workflows, and financial reporting solutions. I specialize in turning messy row data into interactive, drillable dashboards that save teams hours of manual work while delivering clarity, accuracy, and efficiency. My approach blends technical expertise with a strong focus on finance and process automation—so your data doesn’t just look good, it drives decisions. Core Expertise: 🔹 Power BI Development - Data wrangling (Excel/CSV/TXT/PDF → clean, structured datasets) - Data extraction , automation and integration using R programming , Power Automate and Zapier - Optimized star-schema data models for performance - Advanced DAX (time intelligence, dynamic aggregations, allocations) - Publishing & tenant administration (gateways, security, governance) 🔹 Projects Completed - Direct to customer sales dashboard - Amazon store analysis - RFM Analysis - Cohort Analysis - Profit & Loss (P&L) statements (monthly/quarterly/yearly) - Budget vs. Actuals, YoY, QoQ, MoM comparisons - Multi-entity/cost center breakdowns - Supplier/customer profitability analysis - Multi-currency and fiscal/calendar year support 🔹 Power Platform Solutions -Automating manual tasks (PDF/Excel conversions, file consolidation) -Scheduled data refreshes & seamless integrations Ongoing support & maintenance for reports and datasets Why Work With Me? ✅ Data Clarity: I turn scattered files into clear, interactive dashboards. ✅ Scalable Processes: From inconsistent CSVs to automated reporting pipelines. ✅ Ongoing Partnership: Training, documentation, and long-term support included. 📊 Let’s build reports that save time, improve decisions, and eliminate headaches.
$200 hourly
Ian D.
- 5.0
- (151 jobs)
McKinney, TX
Financial Analysis
Project Management
Financial Accounting
Business Plan
Business Consulting
Business Analysis
Corporate Strategy
Corporate Finance
KPI Metric Development
Cash Flow Modeling
Startup Consulting
Venture Capital Consulting
Business Valuation
Forecasting
Pitch Deck
Due Diligence
Mergers & Acquisitions
Capital Markets
Financial Projection
Financial Modeling

I'm a fractional CFO and capital strategist. Founders hire me when they need investor-grade financials, a clean capital raise, or M&A diligence that actually holds up under institutional scrutiny. In the last 180 days, my clients have raised $21.9M from angels and VCs and $15.3M in SBA and commercial debt. Over my career, founders I've worked with have raised more than $212M, and I've built financial models for 240+ start-ups — from pre-revenue concepts to multi-national, multi-currency businesses. WHAT I DO - Fractional CFO — full senior finance leadership for companies without an in-house CFO. Board and investor reporting, FP&A, treasury, cash management, KPI design, and capital strategy. - Capital Readiness — audit-ready financial models, normalized historicals, KPI frameworks, and pitch- and data-room-grade materials in advance of an equity raise or debt facility. - Investor-Grade Models — built from first principles, not templates. Designed to survive due diligence by VCs, family offices, banks, insurers, and capital-markets counterparties. - M&A and Capital Events — sell-side preparation, buy-side diligence, quality-of-earnings support, and deal negotiation alongside the leadership team. - Investor / Lender Diligence — independent diligence on behalf of VCs, angels, family offices, and lenders, including pro forma return modeling and thesis stress-testing. - Turnaround & Interim Coverage — targeted intervention to stabilize reporting, rebuild a model, or stand up a finance function ahead of a critical board, audit, or funding milestone. WHY CLIENTS HIRE ME - Track record. $212M+ in capital raised by clients. 240+ start-up financial models built. $37M+ raised in the last 180 days alone. - Operator's perspective. I'm currently Fractional CFO of Personic Health (a $100M+ revenue healthcare platform with 22 locations across 11 states), so my advice is shaped by what actually works inside a scaling business — not just what reads well in a deck. - Investor's perspective. I was also Principal & Senior Analyst at Growth Warrior Capital, where I sit on the other side of the table evaluating deals. I know exactly what investors look for, what makes them pass, and what makes them lean in. - Institutional rigor. Trained at PricewaterhouseCoopers — I led the U.S. firm's response to Sarbanes-Oxley and was one of eight Global Inspectors auditing PwC's quality across Africa, the Middle East, Asia, and the Americas. HOW ENGAGEMENTS WORK Most engagements start with a short diagnostic — I map the current state of finance (model integrity, reporting cadence, cap table, covenants, capital-readiness) and deliver a prioritized roadmap before we commit to scope. From there, I can act as your sole senior finance voice, work alongside an existing controller or VP Finance, or run a defined project (raise, M&A, model rebuild, diligence response). A FEW THINGS I'M NOT I don't use template models. I don't write "founder-flattering" decks that fall apart under diligence. I don't take engagements where I can't actually move the number — if your problem is a sales problem or a product problem, I'll tell you and decline. WHO I WORK BEST WITH Founders and leadership teams of high-growth private companies — from pre-revenue through $500M+ in revenue — preparing for a capital event, scaling past the point where their current finance function can keep up, or being asked questions by investors and lenders that they don't yet have crisp answers to. Sectors I know deeply: healthcare services (multi-site, multi-state), B2B and vertical SaaS, fintech and insurance-adjacent businesses, consumer subscription, and mission-driven organizations operating in complex regulatory environments. NEXT STEP Send me a short note about what you're working on — current revenue, what you're raising or preparing for, and where you feel the finance function is the constraint. I'll reply with whether I think I'm the right fit and what a first engagement could look like.
$110 hourly
Andrew B.
- 4.9
- (33 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.
- 5.0
- (18 jobs)
El Kelaa des Sraghna, MARRAKESH-SAFI
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.
$35 hourly
Domingo T.
- 5.0
- (5 jobs)
Paranaque City, METRO MANILA
Financial Analysis
Xero
Accounts Receivable Management
Bookkeeping
Anti-Money Laundering
Financial Statement
Project Management
QuickBooks Online
Presentations

Accounting and finance professional with over twenty years of experience providing timely Financial Planning & Reporting | Cash Management | Budget & Forecast | Feasibility Report | Intercompany Pricing |Tax and Audit Support. | Legal Management| Forensic Accounting | CAPEX Evalaution Assisted MBA students on their course requirements and thesis writing Set-up Chart of Account using QuickBooks on client companies Re-structured Accounting/Finance Department through their Job Descriptions Prepared Manuals of Company's Policies and Procedures. In addition to the above, my skills include but not limited to:  PitchDeck & Powerpoint Presentation  Feasibility Studies  Accounts Payable/Accounts Receivable Management  Bank & Balance sheet accounts Reconciliation  General Ledger Update & Adjustments  Tax Schedule Preparation to assist Auditors  Payroll Preparation  Cash & Treasury Management  Budgeting & Forecasting  Import/Export Documentation  Academic Assistant/Researcher for on-line MBA students.  Legal Support
$110 hourly
Erick T.
- 5.0
- (2 jobs)
Chicago, IL
Financial Analysis
Commercial Lease
Corporate Finance
Real Estate
Financial Modeling

I'm a Real Estate Private Equity professional at AIC Ventures specializing in debt placement, risk and credit underwriting of tenants, real estate markets, and economic conditions. I take absolute pride in providing knowledge and data for the General Partners to make investment decisions for our investors. Being a fiduciary with integrity is of the utmost importance. Aside from working at AIC Ventures, I've spent time in the brokerage world, providing market data and analysis to top Real Estate Brokers at Stan Johnson Company. While there, I honed my skills surrounding real estate market dynamics and the affect of global, national, and local economic variables as they pertain to real estate. Finding my career landing spot at AIC Ventures, I'm proud to say I work for a firm focused on winning with integrity and finding solutions that are achievable and advantageous to all those with which we interact: our capital sources (lenders and investors), our tenants, and my fellow employees.
$45 hourly
Hitarth P.
- 5.0
- (16 jobs)
Surat, GUJARAT
Financial Analysis
Tableau
Data Analytics
Etherscan
Business Plan
Editing & Proofreading
Bitcoin
Finance & Accounting
Blockchain, NFT & Cryptocurrency
Xero
Investment Strategy
Cryptocurrency
Accounting Principles & Practices
Intuit QuickBooks
Tax Preparation

I pride myself on my work and getting accurate results for my clients. I’m very passionate about helping my clients and would love to take the initiative. I have a broad range of experience of around 10+ years in the Finance Industry. I have worked with one of the Big 4 i.e., Deloitte, and few large banks, i.e., ING group, Kotak Mahindra Bank, Axis Bank, where I have worked on varied roles and assisted on Credit risk management, Financial And Investment Advisory, Business consulting. I can also help you with your first step into the world of Cryptocurrencies, guide you and provide you end-to-end solutions for your Crypto problems, be it investing, staking, NFT's, liquidity pools, etc, Services I provide. * Book keeping, accounting and Tax Consultancy. * Cryptocurrency Consulting, DeFi Strategist. * White paper development. * Financial Analysis, Modelling, and Advisory. * Business consulting. * Investment advisory. * Technical and Fundamental Analysis. * Proof reading.
$70 hourly
Andrew P.
- 5.0
- (7 jobs)
Milwaukee, WI
Financial Analysis
Social Media Content
Content Strategy
Blog Development
Blog Content
Copywriting
Writing
Derivatives Trading
Financial Writing
Financial Trading
Trading Strategy
Corporate Finance
Economics
Stock Market
Economic Analysis

Experienced financial writer and market analyst with a deep background in global markets, equities, and derivatives. My work draws on more than 10 years of experience as a professional options/volatility trader, along with more than 20 years trading equities. That background includes expertise in strategy development, automated execution, fundamental research, and risk management, allowing me to translate complex financial concepts into clear, actionable insights for a broad audience—from active day traders to longer-term investors.
$75 hourly
Sam J.
- 5.0
- (39 jobs)
Doral, FL
Financial Analysis
Financial Modeling
Social Media Marketing
Business Writing
Accounting Principles & Practices
Email Marketing
Microsoft Excel
Business Plan
Forecasting

Raising capital isn’t about luck — it’s about preparation that convinces investors you’re built to win. Over the past 13 years, I’ve helped entrepreneurs turn ideas into fundable realities — contributing to hotels, restaurants, and small businesses that have collectively secured over $20 million in financing and investment approvals. With an MBA and 25 years of hospitality leadership behind me, I bring a consultant’s discipline and an operator’s intuition to every plan I create. The result? Business plans and financial models that don’t just look good — they work. What You’ll Get Investor-grade financial models that build trust at first sight. Compelling business plans that clearly communicate your vision and profitability potential. Detailed market analysis & forecasting to back up your ask. Confidence to present anywhere — banks, SBA, or private investors — and get a yes. My Clients Choose Me Because: They’re serious about being investor-ready. They want an expert who’s actually raised capital, not just written about it. They understand that their plan is their reputation — and they want it flawless. And they get results like this: “Loan approved today — thank you for making it happen.” “Professional, reliable, and worth every penny.” “Sam built us a plan we proudly showed investors — and it worked.” Who I Work With ✅ Founders preparing for investor pitches or loan applications. ✅ Entrepreneurs refining a new venture concept. ✅ Owners ready to optimize financial performance before expansion. If this sounds like you, we’ll work together to create a bulletproof plan that stands up to investor scrutiny — and turns ideas into funded ventures. Ready to Take the Next Step? Message me directly to book a discovery call. Let’s build the business plan that gets your project funded — the first time. About Me MBA | 13 years consulting | 25 years in hospitality management | Clients funded for $20M+ I combine analytical precision with practical business insight — the kind that wins confidence in real rooms with real money on the line.
$75 hourly
Rod M.
- 5.0
- (56 jobs)
Austin, TX
Financial Analysis
Budget Planning
Budget Management
Cost Control
Acquisitions
Pre-Construction
Construction
Construction Estimating
Underwriting
Real Estate Financial Model
Real Estate Acquisition
Real Estate
Construction Management
Financial Modeling
Cost Analysis

CRE development consultant with 10+ years of experience helping developers, lenders, and sponsors bring institutional rigor to deal analysis and construction execution. - $1.2B+ in CRE transactions underwritten across 90+ multifamily, industrial, hospitality, and retail deals - $551M+ in construction cost estimates produced across all design phases - $110M+ in active development loans monitored for lender draw management and budget oversight - 100% Job Success | Top Rated Plus | USC Real Estate Finance & Development My background is unusual for this space: I started in construction - estimating $295M+ in projects at Swinerton, California's largest general contractor - then moved into CRE finance and development advisory. That means I don't just model deals; I understand what it actually costs to build them, where things go over budget, and how to keep construction on track once capital is deployed. I work across the full development lifecycle, and my services are structured around who you are and what you need: FOR DEVELOPERS & SPONSORS: - Acquisition underwriting and pro forma development (multifamily, industrial, hospitality, retail, mixed-use) - Conceptual and detailed construction cost estimating across all design phases - Development feasibility analysis and early budgeting - Fractional PM / Owner's Representative during active construction - GC selection support, bid leveling, and value engineering FOR LENDERS & CREDIT FUNDS: - Construction draw monitoring and fund control - Independent budget review and cost validation - Pay application analysis and construction progress verification - Rolling capital projection modeling (12- & 18-month horizons) - Pre-close construction due diligence FOR INVESTORS & FAMILY OFFICES: - Investment-grade underwriting with detailed sensitivity analysis - Acquisition due diligence support - financial and physical - Market feasibility studies - Custom financial modeling across all major CRE asset classes WHAT CLIENTS SAY: "Rod did a terrific job for us in helping set up systems and processes to better manage our construction and capital draw oversight." - Managing Partner, CRE Credit Fund "Very experienced construction professional... Would highly recommend due to Rod's integrity, follow-through, professionalism, and being a pleasure to work with." - Owner, Construction Administration "Rod delivered a solid underwriting model and cost analysis that gave me a clear baseline for evaluating the project. His work was well organized and assumptions were transparent." - CRE Developer, Mixed-Use Feasibility "Excellent SME who provided a lot of great insight into our industry. Will hire again when we have need." - Proptech Founder BACKGROUND: Prior to consulting, I spent 3.5 years at Swinerton Builders estimating and scheduling projects ranging from $2.5M to $50M - including new hospitals, high schools, retail and parking structures. I earned two Swinerton Excellence Awards for coming in under budget on major healthcare builds. I hold a B.S. in Civil & Structural Engineering from USC and completed USC's Real Estate Finance & Development program in 2025. I'm based in Austin, TX and typically available for both project-based and ongoing advisory engagements. I respond to most messages within a few hours. Ready to discuss your next deal or project? Send me a message - happy to learn about what you're working on. Rod Malyshev
$40 hourly
Erny P.
- 5.0
- (1 job)
Santo Domingo, NACIONAL
Financial Analysis
Bank Reconciliation
Account Reconciliation
Financial Reporting
Month-End Close Assistance
Budget
Budget Planning
QuickBooks Online
Bookkeeping
Microsoft Excel
Accounting
Data Analysis

I help small businesses and agencies clean up their books, close their months, and finally trust their numbers. With 13+ years in finance and accounting, I specialize in: • Month-end close & reconciliations • Bookkeeping cleanup (QuickBooks / Excel-based) • P&L, cash flow & variance analysis • Budgeting for NGOs and agencies Clients usually come to me when: ✔ Their books are messy or delayed ✔ They need accurate reports fast ✔ They want clear numbers without long-term commitments I work with fixed scope, clear deadlines, and fast turnaround (3–5 days for most cleanup projects). Let’s fix your numbers so you can focus on running the business.
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