I am a Certified Public Accountant (CPA) with a background in Actuarial Science & Statistics and over 10 years of experience in financial reporting, data analysis, and Excel automation. My expertise lies in turning raw data into clear insights, professional reports, and interactive dashboards.
✅ What I Can Do for You
Build automated Excel dashboards with charts, KPIs, and pivot tables
Prepare error-free financial reports (Income Statement, Balance Sheet, Cash Flow)
Clean and organize large datasets for accurate analysis
Create financial models, budgets, and forecasts
Design data visualizations (Excel & Power BI) for smarter decision-making
✅ Why Clients Hire Me
10+ years as a Financial Controller & Data Analyst
Strong foundation in accounting, statistics, and business management
Proven ability to save time with automation & streamlined reporting
Professional, reliable, and detail-oriented
I have worked with businesses in different industries—retail, services, and manufacturing—helping them reduce reporting errors, improve data accuracy, and unlock better financial insights.
👉 If you’re looking for someone who can simplify complex data, provide actionable reports, and deliver on time, let’s connect. I’m here to help your business grow with accurate and insightful financial solutions.
Financial Analysis
Accounting
Financial Reporting
Analytical Presentation
Google Sheets
Cost Analysis
Microsoft Excel PowerPivot
Excel Formula
Insurance Policy Analysis
Data Analysis
Financial Analysis & Valuation
Statistical Analysis
Finance & Accounting
Life Insurance
Microsoft Excel
Stanley M.
Nairobi, Kenya
$30/hr
4.9
75 jobs
Hello! Its the first semi of 2026. What venture are you into?
I take pride in partnering with clients across diverse markets to build resilient businesses, drive sustainable growth, and address the complex, evolving challenges inherent in dynamic operating environments.
Over the past seven years, I have supported the successful raising of more than $400 million in equity financing and $20 million in lines of credit, while also advising numerous founders on structured bootstrapping strategies to build traction, strengthen fundamentals, and position their ventures for institutional investment.
Here is what I focus on when working with you:
1. The industry
• competition
• market opportunity size
• market trend
• nature of market
• regulation
• bargaining power
• ease of entry and exit
• Government policies
• macroeconomic shocks
• technological, environmental, social, and geopolitical environment.
2. Marketing and Revenue generation
• Marketing channels and their level of relevance.
• Revenue generation medium, and its suitability to consumers.
• Pricing strategy.
• Distribution channels, patterns, and efficiency.
• Volume of sales over time.
3. The product and process.
• Product - market needs compatibility.
• Product quality control.
• Product supply capacity.
• Packaging and branding
- Service offering experience.
- Service packaging.
- after-sales service.
• Supplier options.
• Working capital mismanagement.
4. Cost structure.
• COGs.
• Overheads.
• Taxes.
• Constraints.
• Margins and pricing.
5. Strategy and positioning.
• competitive advantage.
• definite value proposition.
• open tabs on competitors' strategies.
5. Organization and governance
•Team proficiency, roles, and necessity.
6. Capital raise
• debt
• equity
• both sources
• bootstrapping for no capital raise
• capitalization table
• pitchdeck
• business plan
• financial model
My services are priced between $600 and $2,500, depending on the project deliverables, size, and complexity.
The timeline typically runs between 1 and 4 weeks for a normal investment document preparation.
Financial Analysis
Financial Accounting
Financial Modeling
Market Analysis
CPA
Information Analysis
Mergers & Acquisitions
Business Plan
Entrepreneurship
Business Process Reengineering
Felistas N.
Nairobi, Kenya
$80/hr
5.0
15 jobs
When your business operates across borders, your accounting and tax obligations do not follow one rulebook. They follow several, and the cost of getting them wrong is not just a late fee. It is regulatory exposure across multiple jurisdictions, missed deductions, misclassified income, and financials that will not hold up when a bank, investor, or tax authority looks closely.
I am CPA Felistas Njihia, a Senior Auditor and Financial Analyst with over 8 years of experience in cross-border accounting, international tax compliance, IFRS financial reporting, and audit. I work with founders, remote-first companies, e-commerce businesses, and foreign-owned entities that operate across the US, Canada, and Australia and need their books, tax filings, and financial statements built to withstand scrutiny in every jurisdiction they touch.
My cross-border compliance work covers:
Form 5472 and pro forma Form 1120 filings for foreign-owned US single-member LLCs treated as disregarded entities under IRC Section 6038A mandatory regardless of income or activity, with a $25,000 IRS penalty for non-compliance. US federal and state tax preparation, including Forms 1040-NR, 1120, and 1065 for non-resident owners and foreign-owned entities.
Canadian tax compliance, including T1 and T2 filings, GST/HST reporting, and cross-border advisory for businesses operating on both sides of the US-Canada border.
Australian bookkeeping and reporting, including BAS preparation, GST reconciliation, and Xero-based financial management for Australian entities.
IFRS and US GAAP financial statements prepared for investors, lenders, and audit standards. Multi-currency and multi-entity reconciliations across QuickBooks Online and Xero. Full audit engagement management from planning through to final reporting for portfolios of up to 20 clients simultaneously.
What separates me from most accountants on Upwork is audit-level judgment applied to every engagement, not just the ones that say "audit" in the title.
I do not just post transactions.
I review supporting documents.
I assess risk and inconsistencies.
I flag issues early. I close loops.
I work as if your financials will be reviewed by tax authorities: IRS, CRA, ATO investors, banks, and regulators. Because across the clients I serve, they often are.
My engagements are fixed-scope and fixed-fee wherever possible. You know what you are getting, what it costs, and when it is delivered. No hourly surprises. No scope creep.
The tools I work in daily include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, Zoho Books, WaveApps, Hubdoc, Dext, ApprovalMax, and Bill for accounting and bookkeeping workflows. For audit engagements I work in CaseWare and AuditBoard. For financial reporting and analysis I use Microsoft Excel at an advanced level, Microsoft Power BI, and Tableau.
For US tax preparation, I work with Drake Tax and TaxSlayer across individual and corporate filings, including Forms 1040, 1040-NR, 1120, 1065, and 5472.
For Canadian tax compliance, I use TaxCycle and ProFile for T1 personal, T2 corporate, T3, and GST/HST filings via CRA EFILE and NETFILE.
For Australian compliance, I work with Xero Tax and LodgeiT for BAS preparation, GST reconciliation, and ATO lodgement, alongside MYOB for Australian entity bookkeeping.
I am a certified QuickBooks Online ProAdvisor and work comfortably across cloud-based, multi-currency, and multi-entity accounting environments used by remote-first and international businesses.
If your business touches more than one country and you need your accounting, tax, and financial reporting handled with discipline, accuracy, and accountability across every jurisdiction it operates in, let us get to work.
Accounting
Financial Reporting
AI Consulting
Finance & Accounting
Bookkeeping
Microsoft Power BI
Microsoft Excel
Financial Model
Budget Management
Tax Preparation
Business Consulting
Financial Audit
GAAP
Budget Proposal
Tax Return
Valuation
Certified Tax Preparer
Tax Planning & Advisory
QuickBooks Online
Management Accounting
Rachael M.
Nairobi, Kenya
$10/hr
5.0
3 jobs
Hello! I’m Rachael, a Certified Public Accountant and financial analyst with over 3 years of experience in accounting, finance, and customer service. I specialize in providing comprehensive financial and accounting services, including financial analysis, bookkeeping, invoicing, expense booking, and tax preparation.
Services I Offer:
Financial Analysis and Reporting
Bookkeeping (QuickBooks & Xero)
Invoicing and Expense Management
Payroll Preparation
Tax Preparation and Compliance
Customer Service and Virtual Assistance
Key Achievements:
Successfully managed accounting records for multiple companies, ensuring compliance with regulatory standards.
Enhanced financial reporting efficiency by implementing advanced Excel techniques.
Improved debt recovery rates through proactive follow-up and reconciliation strategies.
I am a self-motivated leader, eager to learn and grow in the finance profession while contributing to the success of your business. Let’s work together to achieve your financial goals!
Competencies
Certified Public Accountant of Kenya (CPA-K)
Financial Analysis using Microsoft Excel
QuickBooks and Xero Proficiency
Tax Preparation and Compliance
Payroll Management
Customer Service Excellence
Skills
Finance & Accounting
QuickBooks & Xero
Financial Analysis
Microsoft Excel
Virtual Assistance
Taxation
Customer Service
Payroll Management
Accounting
Finance & Accounting
Customer Service
Accounting Basics
Management Accounting
PowerPoint Presentation
Microsoft Excel
Virtual Assistance
Taxation
Edwin O.
Nairobi, Kenya
$30/hr
4.9
73 jobs
CPA-certified Business Plan Writer & Financial Analyst with 7+ years helping startups and SMEs secure funding, attract investors, and build data-driven growth strategies. I turn complex financials into clear, compelling investor narratives. I excel in academic research writing in economics, business, political science, finance and accounting.
Financial Analysis
Financial Projection
Report Writing
Market Research
Academic Writing
Microsoft Excel
Essay Writing
Business Plan
Business Consulting
Finance & Accounting
Editing & Proofreading
Business Strategy
Academic Research
Report
Dissertation Writing
Philip G.
Nairobi, Kenya
$20/hr
5.0
7 jobs
Are you seeking expert financial modeling, forecasting, analysis and valuation to clearly showcase your business, attract investors, and guide strategic decisions?
I am a seasoned Financial Analyst and Modeler with 10+ years of experience crafting advanced DCF, LBO, and valuation models for Private Equity, Venture Capital, and Mergers & Acquistions clients. My models deliver data-driven insights that support high-stakes investment decisions and investor fundraising.
✅ Core Areas of Expertise
* Financial Modeling, Analysis & Forecasting: Fully integrated 3-statement pro forma models with supporting schedules and dynamic assumptions.
* Valuation Modeling: DCF, Comparable Company Analysis, Precedent Transactions, VC Method, M&A and Leveraged Buyouts valuation frameworks.
* Startup & SaaS Modeling: Deep knowledge of SaaS KPIs (MRR/ARR, churn, LTV, CAC, payback period) and investor pitch support.
* Real Estate Modeling: Pro-forma models with IRR, NPV, DSCR, cap rate and sensitivity testing for development and investment evaluation.
* Project Finance: Greenfield and brownfield models (including solar PV and other renewable energy projects) with IRR, NPV, and DSCR.
* PE & VC Modeling: Detailed capitalization tables and cashflow waterfalls to model ownership dilution, distribution mechanics, preferred returns, and investor IRRs.
* Capital Raising Support: Assisted clients in raising over $5M in equity and debt; prepared investor-ready materials and led financial due diligence.
* Valuation Reporting: Professional valuation reports with executive summary, industry & financial analysis, method selection, assumptions, sensitivity testing, and clear conclusions—aligned with professional standards.
* Pitch Deck Development: I design comprehensive decks that include executive summary, market opportunity, competitive positioning, business and revenue model, go-to-market strategy, financial projections, traction, funding request, and team highlights.
💼 Industries Served
PE & VC | SaaS | E-Commerce | Real Estate | Corporate Finance | Manufacturing | Renewable Energy | Consulting
🔍 What You Can Expect
* Custom, audit-ready models with clean design and flexible drivers
* Scenario and sensitivity analysis for robust decision support
* Clear documentation, fast turnaround, and collaborative communication
My work combines rigorous corporate finance fundamentals with practical deal experience—ideal whether you need a model built from scratch, refinement of an existing model, or investor presentation materials.
📈 Let’s build financial tools that communicate your vision, support strategic decisions, and unlock capital opportunities.
🔗 Please reach out to initiate a discussion on how my financial modeling and valuation expertise can add value to your organization.
Financial Analysis
Company Valuation
Financial Modeling
Financial Projection
Microsoft Excel
Cash Flow Analysis
Financial Planning
Discounted Cash Flow
Private Equity
Business Valuation
SaaS
Real Estate Financial Model
Equity Research & Analysis
Equity Valuation
Canva
How it works
Post a job for freePost a job
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
KD
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
DM
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
Top interview questions to help you hire the right Financial Analysts, faster.
How do I hire a Financial Analyst in Kenya on Upwork?
You can hire a Financial Analyst in Kenya on Upwork in four simple steps:
Create a job post tailored to your Financial Analyst project scope. We'll walk you through the process step by step.
Browse top Financial Analyst talent on Upwork and invite them to your project.
Once the proposals start flowing in, create a shortlist of top Financial Analyst profiles and interview.
Hire the right Financial Analyst for your project from Upwork, the world's largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Financial Analyst?
Rates charged by Financial Analysts on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Financial Analyst in Kenya on Upwork?
As the world's work marketplace, we connect highly-skilled freelance Financial Analysts and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Analyst team you need to succeed.
Can I hire a Financial Analyst in Kenya within 24 hours on Upwork?
Depending on availability and the quality of your job post, it's entirely possible to sign up for Upwork and receive Financial Analyst proposals within 24 hours of posting a job description.