27 Best Financial Analysts For Hire In Massachusetts

Check out Financial Analysts in Massachusetts with the skills you need for your next job.

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$175 hourly
- 4.8/5
- (113 jobs)
I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.

Financial Analysis
Tax Strategy
Xero
Intuit QuickBooks
Income Statement
GAAP
Bookkeeping
Tax Return
Tax Planning & Advisory
$55 hourly
- 5.0/5
- (24 jobs)
Accountant with private equity and real estate work experience. Expertise with VBA in MS Excel and familiarity with a number of third party accounting platforms.

Financial Analysis
Bookkeeping
Microsoft PowerPoint
Financial Model
Finance
Accounting
$60 hourly
- 4.9/5
- (31 jobs)
I am a former U.S. military officer with extensive experience as a business owner and as an executive assistant. My superior written and verbal communication skills, coupled with a keen attention to detail, make me highly effective in fast-paced environments. My problem-solving abilities and initiative, honed during my 10 years of active duty service, allow me to excel under pressure—I'm the person you want when the computer crashes 30 minutes before a project deadline. I'll use my training to get the job done on time. I earned a BS in Mathematical Sciences and an MBA with a double emphasis in Finance and Management. I also held my Series 7 Stockbroker's license from 1998 to 2010, during which I served as an independent financial advisor for Ameriprise Financial. I provided full service financial planning and implementation to my more than 350 client groups. I am ready and eager to demonstrate that I am the right person to meet your administrative and project management needs.

Financial Analysis
QuickBooks Online
Financial Management
Clerical Skills
Data Entry
Organizer
Intuit QuickBooks
Microsoft Office
$50 hourly
- 3.3/5
- (5 jobs)
I've spent many years in the accounting field and have experience with financial reporting, account reconciliations, account analysis, A/R, A/P, Payroll (single-state and multi-state), Payroll reporting/Certified Payroll and other special projects. I'm extremely detail oriented, efficient, and professional. I'm proficient in all areas of Microsoft Office (Excel, Word, Powerpoint, Outlook, Publisher, Access), Quickbooks, and other accounting platforms. I am a QuickBooks Pro Certified Advisor and a former outside sales representative who knows how to build and maintain relationships and increase sales.

Financial Analysis
QuickBooks Online
Bookkeeping
Accounts Payable Management
Accounts Receivable Management
Bank Reconciliation
General Ledger
Account Reconciliation
$50 hourly
- 5.0/5
- (16 jobs)
I'm Alan, a freelance financial analyst with extensive experience with excel and spreadsheets. I have six years of experience with finance, accounting and business operations. Previously, I founded and operated a restaurant and catering business in Boston for 6 years before selling the business. Prior to that, I worked as a financial analyst for a large corporation. I have experience building complex financial models and creating financial projections. I have bookkeeping and accounting experience. QBO and Gusto Payroll certified.

Financial Analysis
Excel Formula
QuickBooks Online
Spreadsheet Skills
Budgeting & Forecasting Software
Finance & Accounting
Forecasting
Business Planning & Strategy
Business Plan
Business Writing
Content Writing
Financial Modeling
Financial Projection
Bookkeeping
$50 hourly
- 4.6/5
- (22 jobs)
TopRated | Business Consultant | 5-Star Feedback Across 100+ Projects Trusted by Fortune 500 Companies, Government Agencies, and High-Growth Startups Hi, I’m Ke—a passionate business consultant who transforms ideas into strategic, high-impact presentations that deliver measurable outcomes. What sets me apart? I don’t just fill templates with data—I dive deep into your goals to craft presentations that resonate with audiences and drive results. Whether you need to raise capital with a standout pitch deck, align teams with a clear business plan, or simplify complex ideas for high-level stakeholders, I’m here to collaborate every step of the way. My hands-on, tailored approach ensures that your presentation is not only visually polished but also strategically aligned with your objectives. Why Work with Me? With over 6 years of experience partnering with global brands like Amazon, NASA, and Fortune 500 companies, I’ve helped businesses at every stage—startups, enterprises, and everything in between—achieve their goals. From securing multi-million-dollar funding to driving sales and enhancing brand positioning, I bring the expertise you need to succeed. Services I Provide: Pitch Decks: Investor-focused, compelling, and designed to secure funding. Business Plans: Comprehensive, actionable, and tailored for growth. Strategic Presentations: Clear, impactful presentations for board meetings, client pitches, and internal alignment. Financial Models: Accurate, data-driven models aligned with your business goals. Market Research & Validation: Insightful, research-backed strategies for informed decision-making. One-Pagers: Concise, visually engaging summaries that highlight the key takeaways. What My Clients Say: ⭐⭐⭐⭐⭐ “Ke transformed our pitch deck into an invaluable tool. We secured $5M in funding and continue to receive positive feedback from investors.” ⭐⭐⭐⭐⭐ “Ke’s expertise went far beyond the presentation. They helped us refine our business strategy, and their work continues to have a significant impact.” Why Choose Me? 🎯 Strategic Expertise: I combine design, storytelling, and strategy to deliver presentations that drive results. 💼 Trusted Experience: Proven success across 100+ projects, working with industry leaders and innovators. 🤝 Collaborative Approach: I partner with you to ensure your vision is brought to life effectively and professionally. Let’s Create Something Extraordinary Ready to elevate your business and achieve your goals? Let’s work together to craft a presentation that inspires confidence and delivers results. Your vision and my strategy and design can make the impact you’re striving for. Best regards, Ke MBA | Pitch Deck & Presentation Design Expert

Financial Analysis
Business Strategy
Business Plan Writing
Market Research
Project Planning
Resume Writing
Job Search Strategy
Event Planning
Process Improvement
Project Management
Career Coaching
Financial Reporting
Bookkeeping
Microsoft Excel
Bank Reconciliation
$70 hourly
- 5.0/5
- (4 jobs)
Hi! I am passionate about solving business problems through models to help leadership make the right decision. This can be anything from optimization models, monte carlo simulations, forecast models or financial dashboards for ongoing business monitoring. If you present a problem that has multiple outcomes, I will be able to help point the decision in the right direction through the construction of highly informative models. I have done this many times over the past 4+ years and I am excited to help you!

Financial Analysis
Finance & Accounting
Real Estate Financial Modeling
Model Optimization
Engineering Simulation
PPTX
Google Sheets
Implementation Plan
Business Presentation
Microsoft Office
Workday Adaptive Planning
Financial Modeling
Forecasting
$300 hourly
- 5.0/5
- (141 jobs)
𝙄 𝙝𝙖𝙫𝙚 𝙤𝙫𝙚𝙧 𝟭𝟬 𝙮𝙚𝙖𝙧𝙨 𝙤𝙛 𝙚𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚 𝙞𝙣 𝙈𝙖𝙧𝙠𝙚𝙩 𝙍𝙚𝙨𝙚𝙖𝙧𝙘𝙝 𝙖𝙣𝙙 𝙈𝙖𝙧𝙠𝙚𝙩𝙞𝙣𝙜 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙮. 𝙄 𝙝𝙖𝙫𝙚 𝙝𝙚𝙡𝙥𝙚𝙙 𝙤𝙫𝙚𝙧 𝟱𝟬𝟬 𝙘𝙡𝙞𝙚𝙣𝙩𝙨 𝙬𝙞𝙩𝙝 𝙘𝙪𝙨𝙩𝙤𝙢𝙞𝙯𝙚𝙙 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙨𝙤𝙡𝙪𝙩𝙞𝙤𝙣𝙨, 𝙜𝙖𝙞𝙣𝙞𝙣𝙜 𝙩𝙝𝙚𝙢 𝙘𝙡𝙚𝙖𝙧 𝙞𝙣𝙨𝙞𝙜𝙝𝙩𝙨 𝙞𝙣𝙩𝙤 𝙢𝙖𝙧𝙠𝙚𝙩 𝙩𝙧𝙚𝙣𝙙𝙨, 𝙖𝙣𝙙 𝙙𝙚𝙫𝙚𝙡𝙤𝙥𝙞𝙣𝙜 𝙞𝙣𝙣𝙤𝙫𝙖𝙩𝙞𝙫𝙚 𝙜𝙧𝙤𝙬𝙩𝙝 𝙨𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙚𝙨. 𝙈𝙮 𝙖𝙞𝙢 𝙞𝙨 𝙩𝙤 𝙥𝙧𝙤𝙥𝙚𝙡 𝙗𝙧𝙖𝙣𝙙𝙨 𝙞𝙣𝙩𝙤 𝙣𝙚𝙬 𝙝𝙚𝙞𝙜𝙝𝙩𝙨 𝙤𝙛 𝙨𝙪𝙘𝙘𝙚𝙨𝙨. 𝙃𝙚𝙧𝙚'𝙨 𝙬𝙝𝙖𝙩 𝙄 𝙤𝙛𝙛𝙚𝙧: 1️⃣ Market Research & Analysis: Expertise in conducting comprehensive market research to understand trends, analyze competitors, and identify opportunities. 2️⃣ Marketing Strategy Development: Skilled in crafting effective marketing strategies that align with business goals and drive growth. 3️⃣ Go-To-Market Strategy (GTM): Designing robust GTM strategies to successfully launch products and capture market share. 4️⃣ Lead Generation & Sales Optimization: Proven ability to generate leads and optimize sales processes for increased revenue. 5️⃣ Data Analysis & Business Insights: Utilizing data-driven insights to inform strategic decisions and improve business performance. 𝙆𝙚𝙮 𝘼𝙘𝙝𝙞𝙚𝙫𝙚𝙢𝙚𝙣𝙩𝙨: 🔹 Proven Success: Successfully managed over 500 client projects, delivering exceptional results in market research and strategy development. 🔹Expert Vetted: Recognized as a top 1% freelancer on Upwork with excellent client reviews. 🔹 Innovative Solutions: Developed cutting-edge strategies that resulted in significant business growth for my clients. 𝙒𝙤𝙧𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙘𝙚𝙨𝙨: 1️⃣ Initial Consultation: We begin with a thorough discussion to understand your project needs and goals. 2️⃣ Customized Solutions: I develop a tailored strategy specifically designed for your business. 3️⃣ Regular Updates: You'll receive consistent updates to ensure all project milestones are being met and to keep you informed of progress. 4️⃣ Ongoing Support: I provide continuous support to help you achieve and maintain your desired outcomes, ensuring long-term success. 𝘾𝙤𝙣𝙩𝙖𝙘𝙩 𝙢𝙚 𝙖𝙣𝙙 𝙡𝙚𝙩'𝙨 𝙙𝙞𝙨𝙘𝙪𝙨𝙨 𝙝𝙤𝙬 𝙄 𝙘𝙖𝙣 𝙝𝙚𝙡𝙥 𝙮𝙤𝙪 𝙖𝙘𝙝𝙞𝙚𝙫𝙚 𝙮𝙤𝙪𝙧 𝙜𝙤𝙖𝙡𝙨!

Financial Analysis
Content Writing
Business Writing
Microsoft Excel
Business Plan
Business Analysis
Social Media Marketing
Competitive Analysis
Sales Strategy
Sales
Data Analysis
Market Analysis
Marketing Strategy
Go-to-Market Strategy
Market Research
$150 hourly
- 5.0/5
- (3 jobs)
As an individual providing accounting and advisory services, my mission is to empower individuals and businesses with the financial knowledge and tools they need to make informed decisions and achieve their business goals. With my experience as a certified accountant, I have worked with a diverse range of clients, from pre-revenue startups to million-dollar revenue businesses. I specialize in providing accounting and financial support to individuals and small businesses who are seeking assistance in realizing their vision of success. My services are uniquely tailored to each client, and some notable offerings include Xero & QuickBooks Setup, bookkeeping, financial reporting, cost studies, performance analysis, business valuations, investment modeling, business plans, financial planning, capital budgeting, and CFO services. I am eager to help you take your business to the next level. Together, we can navigate the financial landscape and make strategic decisions that will contribute to your success. Let's work together to achieve your business objectives.

Financial Analysis
Xero
Bookkeeping
Business Consulting
Process Improvement
Cost Accounting
Finance & Accounting
Company Valuation
Business Analysis
Accounting Advisory
Accounting
Intuit QuickBooks
Cost Analysis
$100 hourly
- 5.0/5
- (2 jobs)
Specializing in quantitative analysis, financial modeling and business case development. I’m new to freelancing but quite seasoned in finance with more than 15 years, an MBA and billions in deals and capital investments under my belt. Anywhere from real estate, manufacturing strategy and expansion to corporate treasury and raising debt funding, I’ve had a diverse career with a ton of experience at your disposal. If you have a business case question, finance or financial metric performance question you need solved, I can help. I have significant experience getting into the weeds and bringing it back up high level to pitch to executives and C-suite in clear, concise presentations. Career cash savings > $75M Career FCF improvement > $125M Raised > $8B in funding and credit Structured share repo programs > $2.6B Led Treasury on > $12B joint ventures Areas of Expertise: financial modeling in Excel; proforma financial statement creation; economic and risk analysis; foreign exchange and interest rate risk mitigation; liquidity, debt and capital structure optimization; bank and ratings agency relationship management; working capital improvement; inter-company funding; forecasting and budgeting; demand planning and inventory optimization; real estate investment analysis. I’d love to be your business partner too!

Financial Analysis
Startup Consulting
Property & Equipment Lease
Real Estate Financial Model
Capital Markets
Joint Venture
Finance
Business
Financial Risk
Contract Negotiation
Finance & Accounting
Strategy
Financial Modeling
Business Cases
$100 hourly
- 5.0/5
- (1 job)
I work with clients to create steps that allow them to reach their financial goals. I've worked with clients of all ages and financial backgrounds. I specialize in personal budgeting, paying off debt, savings, and more. - free consultation to start to learn more about your financial situation (20 mins) - next, is a deep dive coaching session to set up action steps (1 hr) - additional 1 hour sessions scheduled as needed

Financial Analysis
Financial Plan
Personal Finance & Wealth Management
Finance
Personal Budgeting
$40 hourly
- 5.0/5
- (2 jobs)
Well rounded finance professional with heavy accounting experience. Looking for Finance opportunities, General Accounting, journal entries, investment analysis, and other financial related tasks

Financial Analysis
Microsoft Excel
Accounting Basics
Accounts Payable
Bitcoin
Accounts Payable Management
Cryptocurrency
Accounts Receivable
Financial Audit
General Ledger
Intuit QuickBooks
Customer Service
Data Entry
$65 hourly
- 5.0/5
- (3 jobs)
I can analyze multiply large sets of data and form business recommendations. I’m able to summarize data with key, distinct takeaways and recommendations for next steps. Using a series of inputs, I can create a financial model to help budget, plan, and project expenses. I have 5+ years of experience working in these fields. I’m diligent and have a track record of being accurate.

Financial Analysis
Accounting
Investment Strategy
Communication Skills
Critical Thinking Skills
Budget Planning
Budget Management
Project Management
Data Modeling
SQL
Data Analysis
$50 hourly
- 5.0/5
- (1 job)
Extremely motivated, highly collaborative and results driven finance and business operations professional. Experience includes working in the Management Consulting, Biotechnology, Technology and Financial Services market sectors. Excellent analytical, communication and negotiation skills. Highly collaborative with external and internal clients, global executive management and key stakeholders. Thrives in dynamic, complex, fast-paced environments, including highly matrixed and cross functional organizations. Deep global team management experience.

Financial Analysis
Community Goals & KPIs
KPI Metric Development
Staffing Needs
Writing Critique
Forecasting
Business Operations
$64 hourly
- 4.9/5
- (32 jobs)
I am the owner of a small consulting company that specializes in providing tailored financial services to our customers. They range from the straightforward transaction based bookkeeping, accounts receivable, and accounts payable management to more complicated financial analysis, budgeting, process improvement, and strategy development. After a successful financial management career in the US Coast Guard, I have decided to bring my expertise to businesses around the world. I have experience in managing the full range of financial activities. I provide hands-on financial analysis and strategic advice and counsel to help improve your business processes. I am committed to the highest degree of transparency and accountability. BUSINESS STRATEGY Leads by capitalizing on business opportunities related to both internal factors and market conditions. Asks the right questions and seeks simpler solutions to complex problems. Transforms complex data sets into easy-to-understand information with clear implications for making better decisions. Takes a systems thinking approach to solve business problems at their root. PROJECT LEADERSHIP Builds trust quickly by setting clear direction, developing high levels of teamwork, and giving others credit. Aligns individual motivators and capabilities with particular projects and roles. Understands complex systems, resource allocation, and the importance of satisfying both external and internal customers. Leads projects to meet budget, time and performance expectations. EDUCATION/CERTIFICATIONS I bring MBA level financial management to your business at a fraction of the cost of a traditional consultant. The Quality Systems Management degree I hold compliments the MBA well. I am very proficient in multiple financial management software and hold both QuickBooks ProAdvisor and Xero advisor certifications.

Financial Analysis
Financial Projection
Management Consulting
Xero
Process Improvement
Financial Modeling
Budget Management
Bookkeeping
Intuit QuickBooks
$40 hourly
- 4.7/5
- (14 jobs)
CPA/Master of Science in Accounting. Big 4 alumnus with industry experience focusing in the Tech industry. Compliance, Audit, Risk Management, GRC- Implementation of process infrastructure, internal control systems, compliance management systems, and risk assessment procedures (partially or in whole). Ability for control testing and reviews of balances. Includes ad hoc operational reviews, best practices implementations, project consulting, project management, system implementations, ESG guidance, plant reviews, and fraud investigations. Process Management- Implementing best practice processes for standardization and optimization. Foundational processes are critical to long term growth and success of a company. This includes implementing processes in finance, business operations, IT and compliance area including the necessary launch protocols for user acceptance and documentation and educational resources. SOPs and Policy creation- Creation of financial, IT and Cyber policies such as expenses, purchasing, AML, anti bribery, whistleblowing, cyber security, data governance, contracts, freelancers, usage, and so on. Minimal Personal / Small Business Tax- Federal and state filings for S-Corp/personal returns by mail or efile. Can assist in the preparation and submission of 1099-MISC forms. Bookkeeping and Budget Forecast- Quickbooks and Wave. Perform monthly reconciliations and financial reports for all business activity and transactions. This includes setting up the chart of accounts, and assigning to each cost. This is used for the basis of any budget or financial planning project, tax filings, etc. Financial Reporting- Preparation and review of financial statements including balance sheet, P&L, and partner's equity and related footnotes. Includes ad hoc government reporting, account reconciliation review, and financial statement analysis. Areas of focus include AP, payroll, debt, long term liabilities, fixed assets, prepaids, goodwill and PPE with a face statement focus on balance sheet and equity statements. Other Areas- Market research and data analysis. Have performed market research projects for publication assistance, and have performed market research for my own business in an unrelated field (consumer goods). Data entry Qualities- Detail oriented, efficient, self reviewing, strong work ethic, exposure to a number of business environments Systems- Excel, Workiva, Quickbooks, Wave, SAP, Workday

Financial Analysis
Market Research
Financial Reporting
Internal Auditing
Business Plan
Financial Audit
Tax Return
Tax Preparation
Data Entry
$125 hourly
- 4.5/5
- (14 jobs)
Investment Banking Professional with experience working as a Finance, Accounting, and Operations Improvement management consultant at a Top 5 Global Accounting and Consulting Firm, and experience modeling financial statements and proforma's for private equity firms and investment banks. I offer quick turnaround (24-48 hrs) on work relating to financial modeling, pro forma's, profitability analysis, pricing strategy and analysis, and bookkeeping. Please see my website, gradientaccounting.com for more information.

Financial Analysis
Account Reconciliation
Management Consulting
Business Analysis
Financial Modeling
Microsoft Excel
$125 hourly
- 4.9/5
- (27 jobs)
I am the founder of Town Square Advisors, a boutique consulting firm that leverages a proprietary method - the Square Management System - to focus strategies on development of strategic priorities, assessment of M&A targets (buy-side), valuation enhancement and sell-side M&A advisory, and assistance with organizational design and institutional culture. Additionally, as a Certified M&A Advisor (Alliance of M&A Advisors) and Certified M&A Professional (Institute for Mergers, Alliances and Acquisitions), Town Square Advisors also supports corporate finance projects, including both sell and buy-side M&A (process navigation, enterprise valuations, target company analysis, DCF/LBO/merger modeling), and building financial projections for growth-stage and startups (setting foundational operations as well as building proforma financial statements). My disparate career path work includes award winning tenure in corporate development (M&A, strategy and internal investment projects) for a large multi-national market research company and a private-equity backed portfolio company after having spent several years within middle-market investment banking where I supported M&A transactions for privately-held companies. I have built a foundation in corporate finance from financial modeling, including revenue projections and cost-estimating, to understanding valuation and pre-market positioning and strategy and can help guide a company through a liquidity event. I enjoy assisting companies understand their value proposition and also helping position a company to achieve maximum valuation. While I have extensive corporate finance experience, I am, at heart, first and foremost a small business operator, having spent over a decade building, growing and transforming professional sports franchises. Through work at these companies, I have overseen implementation of successful, and award-winning, sales and marketing initiatives, guided cost-saving operational improvements and handled full staff augmentations and staff training and development programs. I enjoy applying the lessons learned during my executive management tenure to helping other small and medium-sized business overcome growth hurdles or avoid operating obstacles. Recently, I was recognized for my work in strategy and M&A by being named a Finalist for the Alliance of M&A Advisors Thought Leader of the Year for 2022.

Financial Analysis
Corporate Finance
Business Valuation
Business Consulting
Mergers & Acquisitions
Investment Banking
Startup Consulting
Financial Modeling
Corporate Strategy
Strategic Plan
Organizational Design & Effectiveness
Private Equity
Business Plan
Finance & Accounting
$88 hourly
- 0.0/5
- (0 jobs)
With a multitude of case experience working with S&P 500 companies and international nonprofits, Jordan knows the in's and out's of market expansion and business strategy built for the future. His processes integrate technological solutions and forward-thinking methods to drive customer success.

Financial Analysis
Sales & Marketing
Grant Research & Prospect List
UI/UX Prototyping
Website Content
Digital Strategy
Business Strategy
IT Consultation
Data Analysis
$40 hourly
- 0.0/5
- (1 job)
I am a business analyst who has acquired alot of skills through the years. I have over ten years experience

Financial Analysis
Account Management
Financial Consulting
Accounting
Financial Accounting
Business
Accounting Basics
Accounting Advisory
Business Analysis
$100 hourly
- 0.0/5
- (0 jobs)
I’m a professional with a degree in accountancy who decided industry work and analytics was the path for me. I am highly skilled at data analytics, market research and data visualization. I have working experience in accounting and finance including book keeping. Although my day job is in analytics I like to keep my accounting skills sharp by freelancing on the side. I also love real estate and retail. - Whether you’re trying to stay organized, keep your books straight or even just need an assistant for office tasks – I can help! - I’m experienced in Microsoft Suite, Tableau, Quickbooks - I’ll fully project manage from start to finish - Regular communication is really important to me, so let’s keep in touch!”

Financial Analysis
Data Analysis
Microsoft Office
Tableau
Finance & Accounting
Analytical Presentation
Business Operations
Accounting
Typing
Business Presentation
Financial Accounting
Research & Development
Risk Analysis
Bookkeeping
Microsoft Excel
$80 hourly
- 0.0/5
- (1 job)
Hi everyone, My name is Jaime and I am the founder of J. Sousa Ventures, a financial analytics firm that specializes in financial modeling, projections, and valuations. J. Sousa Ventures was founded in 2021 to provide individuals and businesses with the tools they need to make smarter capital decisions and allocate their resources more efficiently. Over the past two years, we have worked with a variety of clients in industries including e-commerce, financial services, politics, real estate, and technology. You can learn more about us and the work we do via our website www.jsousaventures .com Please do not hesitate to reach out with any questions. I am always interested in having a conversation to figure out how we can help you make smarter capital decisions. Jaime

Financial Analysis
Business Analysis
Business Valuation
Analytics
Modeling
Valuation
Finance & Accounting
Discounted Cash Flow
Problem Solving
Forecasting
Trend Analysis
Tableau
Data Analysis
Microsoft Excel
$75 hourly
- 0.0/5
- (4 jobs)
I am a technical accounting and financial reporting expert with 13+ years' experience in the finance and accounting space. My practice specializes in fractional controller, VP Finance, CFO and FP&A services. I take on a variety of part time and project-based engagements ranging and offer the ability to scale my services up and down as needed for your organization. Areas of expertise and services offer include, but are not limited to: •full scope general ledger work, including payroll and GL clean-up •budgeting, forecasting, and financial modeling / projections •board of directors and senior leadership team (SLT) reporting •cash forecasting / working capital advisory and planning •general corporate financial planning (FP&A) •business valuations •due diligence support for both buy- and sell-side transactions, including earnouts I am a big fan of transparency! As such, you can find my typical rates below: Bookkeeping - $50/hr GL audit, review and cleanup - $60/hr Financial statement prep - $65/hr Financial statement review - $65/hr Tax and audit readiness - $85/hr Transactional due diligence - $100/hr Business valuation - $100/hr Fractional controller - $100/hr + Fractional VP Finance/CFO - $125/hr + Note that all rates may vary based on the specific needs, challenges and complexities of a of a given project or ongoing engagement.

Financial Analysis
ADP Workforce Now
Payroll Accounting
General Ledger
Finance
Indirect Tax
Sales Tax
Financial Audit
Financial Statements Preparation
Oracle
ERP Software
Budgeting & Forecasting Software
Forecasting
Technical Accounting
$300 hourly
- 5.0/5
- (1 job)
SUMMARY Experienced financial and technology executive with a track record of designing and implementing healthcare solutions enabling commercial strategy, operational efficiency, analytical insight and regulatory reporting. An analytical and forward-thinking top performer who guides organizations toward completing complex projects and redefining expectations.

Financial Analysis
Survey
Market Research
Revenue Cycle Management
Fundraising
Microsoft PowerPoint
Corporate Strategy
Mergers & Acquisitions
Operational Planning
KPI Metric Development
Policy Writing
Tech & IT
Strategy
Analytics
Healthcare
$100 hourly
- 0.0/5
- (0 jobs)
Senior level financial professional with hands-on small company technology industry expertise. Strong financial modeling, accounting, and overall financial statement ownership. Effective business partner to founders, VC's and PE firms.

Financial Analysis
Salesforce
Google Sheets
Microsoft Excel
Accounting Advisory
QuickBooks Online
HubSpot
Asana
$80 hourly
- 0.0/5
- (1 job)
I am an Equity Research Analyst experienced in all aspects of modeling, analysis, due diligence, and valuation of Long Only and Long/Short public equities. Whether you are trying to add horsepower, automate modeling, get a second opinion, offload tasks or conduct deep dive investigative work, I can help! - Expert with Bloomberg/Factset (including excel coding/modeling) - Financial Modeling (customizable) - Investigative Diligence (previously worked alongside investigative journalists) - Financial Analysis - Industry/Competitive Analysis - Valuation

Financial Analysis
Investment Research
Research Methods
Conduct Research
Investigative Reporting
Equity Research & Analysis
Equity Research
Valuation
Financial Analysis & Valuation
Factset
Bloomberg Terminal
$44 hourly
- 0.0/5
- (1 job)
Tiffany is a recent MBA graduate from the Yale School of Management (SOM). Prior to SOM, she worked at Boston-based nonprofit management consulting firm TDC, where she helped manage two multi-year philanthropic arts initiatives and co-wrote the strategic plan for Boston’s sole Black theater company. Tiffany’s interest in nonprofits and philanthropy developed during her tenure as Executive Director and Board Chair of An Evening With Champions, a 501c3 figure skating show benefitting the Jimmy Fund at Dana Farber Cancer Institute. At SOM, she leads the Arts & Culture Club, Yale Philanthropy Conference, and serves as a nonprofit board fellow for the Connecticut Veterans Legal Center. Raised in Hong Kong, Tiffany earned her BA in History & Literature and Theater, Dance & Media from Harvard University.

Financial Analysis
Entertainment
Strategic Planning
Management Consulting
Arts
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