Hire the best Financial Analysts in New Jersey
Check out Financial Analysts in New Jersey with the skills you need for your next job.
- $55 hourly
- 5.0/5
- (27 jobs)
I have 10+ years of experience in creating functional and visually appealing vba excel workbooks and dashboards. However, my excel knowledge is only half the package. I strive to not only deliver the finished project but ensure complete customer satisfaction. I am organized, accurate, reliable, and detailed orientated. You will walk away from the project content with both the work that was completed and my work ethic. What distinguishes me from others in my field? I have a wide range of experience in creating workbooks for different fields such as purchasing, engineering, planning, human resources, and finance. I am not confined to a box and mix and merge my experiences to successfully complete my projects. I look forward to not only doing a job right, but surpassing all expectations.Financial AnalysisAdministrative SupportMacro ProgrammingDashboardData VisualizationIntuit QuickBooksAccounts PayableBank ReconciliationMicrosoft Excel - $150 hourly
- 5.0/5
- (74 jobs)
Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.Financial AnalysisVisual Basic for ApplicationsInvestment ResearchInvestment StrategyChartered Financial AnalystPortfolio ManagementFinancial ModelingMicrosoft Excel - $200 hourly
- 5.0/5
- (22 jobs)
Having spent more than 16 years in the Finance and Management industries, I successfully enabled over 100 entrepreneurs, companies, non-profits and governments to expand their business, manage their finances, develop their economies and right-size their operations. As a fractional Chief Financial Officer and Chief Operating Officer, I assisted several startups in various industries (such as E-Commerce, SaaS, Web3, Crypto, Medtech, venture capital, energy, etc) in building their financial and operational capabilities, including: - developing accounting policies and controls; - managing accounting processes such as monthly closes, A/R, A/P, Reconciliation and Reporting; - developing HR and IT functions, including hiring process and technology management program; - running and integrating ERP systems with payment processing and accounting systems (Quickbooks, Netsuite, Xero, Quickbase, Paypal, Expensify, etc) - building a strategic finance function, including budgeting, KPI development, Financial Planning and Analysis - assisting with fundraising strategies and equity management, including management of third-party systems such as Carta During my stint as an Investment Banker, I managed many acquisitions and divestitures from sourcing to closing, and helped clients to develop: - business strategy - competitive landscape analysis - financial forecasts - fundraising and sales pitch decks - board presentations - business valuation - transaction management and negotiation During my stint as a portfolio manager, I assisted in achieving the targeted returns through developing: - risk-based allocation strategies - hedging and dynamic portfolio management tools - customized benchmarking During my stint as a fixed income trader, I helped companies to understand the capital markets and provided liquidity to market participants through creating: - risk management and pricing models - market analysis and idea generation As a Chartered Financial Consultant, I help individuals and companies to manage and expand their wealth according to their needs through: - expense tracking models - risk-based wealth management strategies - optimization of income production and debt reduction - life planning strategies Through my wealth of experience and versatile skill sets, I hope to be able to assist you in meeting your goals. Looking forward to having a conversation, and hopefully working with you!Financial AnalysisCompany ValuationInvestment StrategyPeople ManagementFinancial ModelingShareholder RelationshipInvestor OverviewEntrepreneurshipVenture Capital ConsultingBusiness ServicesBusiness AnalysisPresentations - $35 hourly
- 5.0/5
- (13 jobs)
Dedicated financial analyst and chartered financial analyst (CFA) with 15 years of advancement and achievementFinancial AnalysisBudget ManagementMicrosoft PowerPointAccountingFinance & AccountingForecastingAccount ReconciliationMicrosoft ExcelFinancial Variance Analysis - $75 hourly
- 4.8/5
- (10 jobs)
🏅 UpWork Top Rated ⭐️ Hello! My name is Anthony Feltre. I'm a Certified Public Accountant (CPA), a Certified Management Accountant (CMA®), a Financial Modeling & Valuation Analyst (FMVA®), a QuickBooks Pro Advisor, and the President & Founder of Feltre & Co. CPA. In addition, I have worked in the accounting and finance departments for a large multinational specialty pharmaceutical company. We are committed to providing outstanding service and promoting efficient communication. Our objective is to create long-lasting partnerships and grow alongside our clients. Our expertise lies in delivering comprehensive bookkeeping and tax services tailored for both individuals and businesses. As for our accounting and tax software, we predominantly use QuickBooks Online and Intuit ProSeries. We also rely on our advanced Excel skillsets to create automated financial statement workbooks, interactive KPI dashboards, and more. Additionally, we offer a wide range of assurance services, outsourced CFO/Controller services, and consulting services. We have an excellent team who is available seven days a week, with extended hours. Regardless of the size or scope of your project, we possess the expertise to handle it. We can help with the following and more: ♟️CFO, Controller, and Accounting Services • CFO Services • Controller Services • Financial reporting • Accounting • Bookkeeping • QuickBooks ♟️Consulting Services • Financial Due Diligence • Quality of Earnings Reports • Audit Readiness Advisory Services • Audit Workpaper Preparation • Transaction Advisory Services • Certification and comfort letters for lenders and banks ♟️Tax Services • Individual Tax Preparation & Planning • Corporate Tax Preparation & Planning • Partnership Tax Preparation & Planning • State & Local Tax Prep. & Planning • Sales & Use Tax Preparation • Estate & Trust Tax Prep. & Planning • Business formation and dissolution • IRS Resolution • Employee Retention Tax CreditsFinancial AnalysisManagement AccountingManagement ConsultingTax StrategyBusiness StrategyBusiness AnalysisFinancial ManagementFinancial ReportingFinancial AccountingCPABookkeepingBusiness ConsultingAccountingTax Planning & AdvisoryTax Preparation - $45 hourly
- 5.0/5
- (5 jobs)
I am an experienced Operations Manager and Financial Analyst with a proven track record in optimizing processes, reducing costs, and driving measurable results. With over 9 years in roles ranging from Amazon Area Manager to healthcare acquisitions, I have consistently delivered improvements in efficiency and performance. I’ve led teams, enhanced billing operations, and contributed to significant cost savings. My expertise includes financial modeling, data analysis, and proficiency in Microsoft Excel, ensuring accurate and insightful decision-making. Let's collaborate to achieve your goals with precision and efficiency.Financial AnalysisRevenue Cycle ManagementFinancial ReportIncome StatementProject ManagementSupply Chain OptimizationAcquisitionsProcess OptimizationTeam ManagementOperational PlanningKPI Metric DevelopmentFinancial ModelingMicrosoft ExcelSWOT AnalysisData Analysis - $95 hourly
- 5.0/5
- (47 jobs)
Accomplished Financial Modeler with a robust corporate finance background, excelling in budgeting, forecasting, financial analysis, and fractional CFO services. Proficient in Financial Planning and Analysis (FP&A), specializing in crafting detailed financial models for startups seeking funding, guiding growth-phase companies on investment options, and assisting mature companies in strategic planning for exit options. Skilled in employing storytelling techniques through financial models and presentations. Capable of serving as an extended arm for investor communication, enhancing transparency and fostering strong relationships. Key Skills and Accomplishments: -Financial Modeling: Proficient in developing intricate financial models aligned with business strategies, incorporating critical metrics, valuations, and funding roadmaps, utilizing tools such as MS Excel for precision and flexibility. -Budgeting and Forecasting: Demonstrated ability to design and manage effective short- and long-range financial plans, empowering businesses to optimize cash flow and make informed decisions. -Financial Analysis: Expertise in conducting in-depth financial analysis and reporting, conducting regular health checks through balance sheets, profit and loss statements, aged payables and receivables reports, and cash flow forecasts. -Fractional CFO Services: Trusted partner in providing fractional CFO services, contributing strategic financial leadership and guidance without the need for a full-time commitment. -Startups and Growth-Phase Companies: Specialized in creating financial models tailored for startups aiming to raise funds and supporting growth-phase companies in evaluating investment options for sustainable expansion. -Mature Companies: Experienced in assisting mature companies in strategic financial planning, including evaluation of exit options. -Pitch Deck Creation: Proficient in developing visually appealing pitch decks that effectively communicate financial strategies, business potential, and investment opportunities, incorporating storytelling techniques for impactful presentations. -Investor Communication: Capable of serving as an extended arm for investor communication, enhancing transparency, and fostering strong relationships through clear and insightful financial reporting, supported by interactive Power BI dashboards. As a results-driven Financial Modeler, I am committed to leveraging my skills and experience to enhance financial visibility, drive strategic decision-making, and support companies at every stage of their financial journey. Additionally, I bring a unique proficiency in storytelling through financial models and pitch decks, coupled with the ability to serve as a reliable liaison for investor communication. Please reach out to me to discuss any suitable projects.Financial AnalysisData AnalyticsData VisualizationCorporate FinanceFinanceFinancial Analysis & ValuationStatisticsMicrosoft ExcelFinancial ReportFinancial ModelingFinancial ProjectionValuationFinancial PlanningCompany Valuation - $140 hourly
- 4.1/5
- (122 jobs)
-Degree in Business Economics from Brown University -Former investment banker and entrepreneur -Advised and executed on over USD4.0 billion of transactions across capital markets and mergers and acquisitions -Extensive experience building financial models, industry/market overviews, and buy/sell-side investment opportunity presentations -Currently managing an angel fund with $10 mm aum with investments in bombas.com, cleancult.com, hatchcollection.com, trygatsby.com, donegood.com, littlechonk.com, spacex.com, lightshiprv.com -Have helped startups raise over $12 mm across pre-seed through Series BFinancial AnalysisStartup ConsultingInvestment BankingVenture Capital ConsultingInvestor OverviewFundraisingCorporate FinanceFinancial WritingCorporate StrategyBusiness ValuationFinancial ModelingPitchbookCompany ValuationBusiness Plan - $100 hourly
- 5.0/5
- (18 jobs)
Highlights: -Senior Analyst for a $1.5 Billion mixed-use portfolio, responsible for evaluating and communicating the impact of acquisitions, operations, redevelopment, leasing, and sales on cash flow and investment returns. -Experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python. -Partners included some of the largest Pension Funds, Banks, and Insurance companies in the world. Responsible for building and presenting Investment Memorandums, Business Plans, and Financing Requests. -Developed and maintained Cash Flow and Valuation models for a leading NRSRO Credit Rating Agency, utilized in generating CMBS ratings relied on by institutional investors. -Underwriting over $7 billion of Commercial Real Estate properties across all asset types. -Securing over $500 million of Construction, Bridge, and Permanent financing As the Senior Analyst for a leading mixed-use Mid-Atlantic Real Estate Development firm, I have experience in all stages of the Real Estate lifeycle, including but not limited to: Acquisition and Disposition/Sale: Underwriting and Due Diligence, Contracts, Investment Memorandums, Prorations, Waterfalls Financing: Construction, Bridge, and Permanent financing Operations: CAM and Tax Reconciliation, Budgeting and Reforecasting Valuation: Extensive experience with Argus and Excel modeling, including integration with internal and extenal APIs and databases. Scenario Analysis: Evaluating and communicating the impact of operations, leasing, and potential dispositions or repositioning on partner distributions and investment returns. In addition, I am an experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python.Financial AnalysisFinancial ProjectionPro Forma StatementFinancial ModelingIndustry KnowledgeReactInvestment ResearchCash Flow ModelingArgusReal Estate Financial ModelingPythonSQL - $150 hourly
- 5.0/5
- (6 jobs)
SERVICES I provide intelligent, comprehensive and strategic out-sourced Commercial Real Estate Consulting services, value added Business Brokerage & Intermediary services, and Small Business (and related Real Estate) Planning, Disposition. Acquisition and Financial Modeling/Proforma Advisory services. I help Business Buyers and Sellers optimize their current and future real estate and business investments; Business Owners and Tenants control their occupancy costs and manage their lease requirements; Landlords search and negotiate for financially sound Tenants and help Small Business Owners make intelligent and informed decisions about their business. favorable occupancy terms. EXPERIENCE Over 35 years of expertise and experiences as a Corporate Real Estate Executive, Strategic Planning, Operations and Financial Manager within the Retail, Restaurant, Virtual Kitchens, and Health Care & Wellness real estate asset classes. I have performed roles as a Site Selector, Real Estate Strategist, Financial Analyst, Deal Negotiator, Facilities Manager, Lease Administrator and Design & Construction Management. CRE Broker and Business Broker and Intermediary and operate a Business Brokerage and CRE Consulting practice, specializing in Retail, Restaurant, B2B and B2C Service business acquisitions and dispositions. MY CLIENTS My clients include small to mid-sized business, development companies and entrepreneurs with new business startup concepts, existing and growing businesses and established single or multi-unit physical locations I also work with small to mid-sized business owners who want to financially and operationally plan their expansion and growth, disposition or sell their business, acquire new business or, design and document a new business and financial plan together to improve their existing business model. CAPABILITIES - Small Business Financial and Written Business Plans - Financial Proforma and Revenue Projection Modeling - Strategic Retail and Restaurant Expansion Modeling - Lease and Lease Document Review and Abstracting - Customer Profiling using Demographics, Psychographics and GIS Mapping - Preparing Business Sales and Real Estate transaction Offering Memorandums and Disclosure Portals - Managing Small to Mid Sized Business and Business Asset Sales - Market, Trading Area, Neighborhood and Site Analysis & Site Feature Score Cards and Revenue Projection Modeling * Building Layout and Due Diligence Surveys * Entitlements, Design and Construction Referrals * Real Estate Portfolio and SWOT Analysis * Market Planning & Optimization * Predictive Revenue Analytics & Retail Sales Projection Modeling * Trade Area Deployment Strategy * Prototype & Location Based Design & Construction Management * Financial Pro-forma Analysis * Lease/Purchase Negotiations & Decision Making * Master Brokerage Coordination * Property Management and Facilities Administration * Lease Administration and Audit * Lease Abstracting, review and commentingFinancial AnalysisBusiness ManagementMarket AnalysisPredictive AnalyticsProject ManagementCommercial LeaseForecastingContract NegotiationMarket PlanningSite Planning - $70 hourly
- 5.0/5
- (27 jobs)
I'm a financial professional and writer with experience creating content focused on business, finance, and economics. Please see my portfolio for examples of my work: brianfl.com. Previous clients include: - Investment management firms with $1 billion+ in assets under management. - An industry-leading alternative investments newsletter with 250K+ subscribers. - Venture-backed fintech startups on the path to IPO. Most financial writing is boring, bland, and simply regurgitates what readers can find elsewhere. I strive to create insightful, engaging articles that provide real value and reflect the intellectual capital of the brands I write for. I am open to new projects and enjoy helping prospective clients define their goals and campaign strategy.Financial AnalysisAcademic WritingEmail MarketingData AnalysisWritingCopywritingResearch & StrategyEconomic AnalysisFinancial Writing - $150 hourly
- 5.0/5
- (7 jobs)
Are you looking to obtain a cannabis operating license or improve your cannabis business? You've found it. I previously served as Director of Insights and Analytics at a publicly traded cannabis firm. In this role, I helped grow the company from a startup to a multi-state operator, wearing dozens of different hats along the way. I worked with the team to win licenses in multiple states (including one of only three award out of 245 applicants in Illinois), created and defined the key performance indicators that drove operations, and was in charge of market research. Additionally, I have been a patient advocate for over 15 years and have spent over 10 years researching cannabis properties. I have an MBA in finance and marketing as well as a BA in mathematics, but most importantly I am a black belt problem solver. I can help you and your business in many areas, including: - Applying for a cannabis license - Writing a business plan - Developing your brand identity - Market research to drive decisions - Analyzing your raw data for actionable insights - Finding an ideal location for your dispensary - Writing knowledgeable content for your website - Crafting pitch decks that will resonate with investors - Strategy review and consultation - Financial planning and analysis In addition, I am happy to refer you to other experts in my network. Let's talk!Financial AnalysisData VisualizationMicrosoft PowerPointEquity Research & AnalysisData AnalysisMarketing AnalyticsBusiness AnalysisMicrosoft Excel - $90 hourly
- 5.0/5
- (20 jobs)
Are you a real estate investor who needs time back in your day and the peace of mind that comes from knowing your bookkeeping is up to date and done correctly? You are in the right place! I am a CPA, Quickbooks Online ProAdvisor and real estate investor myself. I have 7 doors in NJ and FL. I have a passion for empowering investors to understand their numbers and make better decisions with the information and systems I can provide. With over six years of experience in accounting and consulting, I'm highly skilled in assisting companies clean up their books and maintain a streamlined monthly bookkeeping process. I can assist you in implementing the best accounting practices in the real estate industry. I am incredibly detail oriented and enjoy working through complicated transactions and historical bookkeeping. Thank you for considering me to help with your bookkeeping!Financial AnalysisReal EstateConstructionAccounting AdvisoryQuickBooks OnlineMicrosoft ExcelAccountingData EntryBookkeepingIntuit QuickBooks - $55 hourly
- 5.0/5
- (3 jobs)
After many years working in the banking industry, alongside start-up companies, I've decided to go out on my own and begin financial consulting and fractional CFO work for start-ups. I'm highly familiar with what banks/investors are looking for when viewing start-up financials, and my expertise can help your start-up get the loan or equity raise it deservers.Financial AnalysisFinancial ModelingFinance & Accounting - $150 hourly
- 4.9/5
- (50 jobs)
TOP RANKED FINANCE FREELANCER FOR OVER 5 YEARS: Fractional CFO for SaaS, health care, cultivation and other businesses, Corporate Finance Specialist, Experienced Venture Capital and Private Equity Principal, Entrepreneur, and Portfolio Manager with excellent track record. While in the financial sector for over 20 years, I have worked in management positions with start-ups, early and mid-stage companies as well as small, medium and large cap enterprises. This experience allows me to offer professional financial and accounting services to all my clients. Specifically, I enjoy being able to help in the decision making process by developing sophisticated business models for new enterprises, new product or service offerings, bank and equity financings as well as for company valuations, M&A activities and general business purposes. As part of my CFO responsibilities, I prepare budgets, cash flow projections, detailed financial statements for internal and external reporting purposes, as well as compliance reports for regulatory agencies and banks. On the corporate finance side, I have analyzed, structured and closed on hundreds of deals from equity and mezzanine to senior level financing. As a portfolio manager, I have also been responsible for guiding companies at all levels of their development providing critical advice, strategic planning, analysis and direction, and accounting services, taking early stage companies to higher levels and successfully addressing structural issues at mature companies. In addition, having analyzed and developed hundreds of business plans and presentations for a wide variety of businesses, I am able to apply those principles to produce effective presentation material that places the enterprise in the best possible light while maintaining fiduciary integrity. Having been on both the buy and sell side of transactions, I know what investors need to be able to make informed decisions. Also, I am thoroughly comfortable preparing and making C-Suite level presentations. While I am a generalist regarding industry specialization, I have particular experience in media and communications, health care, particularly in the nursing home and assisted living sector, publishing, entertainment, real estate and consumer industries. My mission is client satisfaction through effective communication, attention to detail and efficient execution.Financial AnalysisFinancial AccountingBusiness DevelopmentBusiness ValuationFinancial Prospectus WritingBusiness ModelingBusiness PlanFinancial ModelingMicrosoft Excel - $165 hourly
- 4.8/5
- (22 jobs)
Anthony (Tony) Palladino is a trusted advisor to entrepreneurs and private equity investors and is dedicated to building enterprise value. Forty years of entrepreneurial business and consulting experience as an executive in early stage, technology based, high growth companies operating in the global marketplace. An award winning CPA with a Masters (with honors) from Columbia University Graduate School of Business with very strong skills in analysis and synthesis. Successfully driven and managed both fund raising (6 senior debt, 4 sub debt and 5 equity financings) and liquidity events (8 exits plus an IPO) as well as 6 acquisitions.Financial AnalysisCPABusiness ModelingStartup ConsultingFinancial AccountingFinancial ManagementBusiness ManagementFinancial ModelingBusiness PlanBusiness Analysis - $100 hourly
- 5.0/5
- (6 jobs)
Alex is a marketing professional with over 17 years of experience as a Director of Marketing for various eCommerce firms and is now focused solely on the Amazon marketplace. He sold his former Amazon consulting agency, SNA Amazon Consulting, and is now the Director of Amazon Value Creation of Telos Brands located in San Francisco, CA. Telos Brands is an Amazon aggregator and account incubator with a 17 member team located in the United States, Mexico, and China. The Telos Brands team consists of data analysts, Amazon experts, creative directors, graphic designers, copywriters, logistics experts, financial analysts, and project managers who specialize in growing Amazon sales, new product launches on Amazon and complete Amazon seller account management. Since it's inception in early 2021, Telos Brands has acquired 8 large FBA brands with revenues of over $3.5 million annually. Telos Brands Quick Stats: -Own and operate portfolio of 8 brands -Our value creation and supply chain teams have enacted improvements on our portfolio to increase average daily unit sales by 41% through listing optimization, achieve shipping cost savings of 40% through consolidation of container shipments, consolidated 3PL vendors to one single solution to lower rates by ~40% -Proprietary software developed, driving material improvements in Telos’ existing portfolio of brands, contributing to above market growth -World class team, with decades of experience across companies like Uber, Instacart, McKinsey, P&G, and top 100 Amazon brands; significant portion of our team has owned their own FBA business Telos Brands specializes in the four main pillars of being successful on Amazon: AMAZON ACCOUNT MANAGEMENT - Amazon Optimization - Pricing Strategy & Testing - Catalog Organization - Brand Registration - Suspension Appeal - Buy Box & Listing Hijacking - Transparency AMAZON CONTENT - Keyword Research - Content Creation - Product Listing Optimization - EBC Design & Development - Storefronts and Branding - Product Photography & Design MARKETING - Amazon SEO - Amazon Advertising / PPC - Sponsored Products Management - Promotion Strategy - Reporting & Data Analysis FULFILLMENT - Inventory & FBA Strategy - FBA Consulting & Optimization - Deep Financial Analytics - Worldwide Supply Chain Optimization Alex and his team at Telos Brands take pride in quick and open communication, we would gladly speak with you about your needs and would love to learn more about your business and how we can help you!Financial AnalysisAmazon Listing OptimizationPPC Campaign Setup & ManagementAmazon WebstoreAmazon PPCAmazon FBALogistics CoordinationLogistics ManagementAmazon Seller Central - $50 hourly
- 0.0/5
- (1 job)
Experienced professional with expertise across Strategy, Financial Modeling, Corporate Finance, Technology and Operations. Strong track record in leading teams to execute complex initiatives. Passionate about investing, optimizing operations with technology and uncovering new business opportunities. BBA in Finance & Accounting from Emory Goizueta Business School; Currently pursuing MBA at NYU Stern School of Business.Financial AnalysisBusiness CasesFinancial ModelingCompany Valuation - $75 hourly
- 0.0/5
- (6 jobs)
Dedicated and passionate Real Estate Analyst experienced in commercial, residential, and multi-family. Excel real estate financial modeling, cash flow analysis, lease analysis, due diligence, acquisitions, property valuations, property management, construction and more. Over 36 years in real estate working for real estate developers, investors, brokerage agency, Bank - Commercial real estate lending and property managers. BA in Finance and Accounting and an MBA in finance. Thank you for your time and I hope you will consider me on your next real estate project.Financial AnalysisFinancial ModelModelingFinancial ModelingCommercial BuildingManagement AccountingReal EstateConstructionProperty ManagementCash Flow AnalysisFinancial ProjectionIncome Statement - $90 hourly
- 0.0/5
- (0 jobs)
I'm a Certified Public Accountant (CPA) with experience in providing bookkeeping, accounting, and advisory services to nonprofit organizations. I can help ensure your books stay in great shape for strategic decision-making, 990-prep time, and/or your annual audit. It's important to me that my clients understand the financial workings of their business, so I make it a point to explain everything that I do in a way that they can understand. Questions are both welcomed and suggested. You shouldn't be in the dark about your books! My favorite type of client is someone who takes an interest in keeping up with the financial side of their business.Financial AnalysisFinancial AuditAccounting Principles & PracticesFinancial ModelingNonprofit OrganizationBookkeepingQuickBooks OnlineAccount ReconciliationPayroll AccountingAccounts Receivable ManagementAccounts Payable ManagementFinancial ReportingBusiness with 10-99 EmployeesAccountingBudget Management - $35 hourly
- 0.0/5
- (1 job)
Hi there! I am a highly skilled and dedicated financial analyst with over 5 years of experience in the field. I have a deep understanding of financial statements, market trends, and investment analysis, and I am always staying up-to-date with the latest financial news and advancements in the industry. My background includes working in asset management, where I was responsible for providing insightful financial analysis, creating budgets and forecasting, and developing financial models. I am extremely organized, and detail-oriented, and excel at managing multiple projects at once. I am able to work under tight deadlines and communicate effectively with stakeholders at all levels of an organization. As a freelancer, I bring a unique combination of technical skills, industry knowledge, and attention to detail. I am committed to delivering high-quality work and building long-term relationships with clients. Whether you need help with budgeting, forecasting, or investment analysis, I have the skills and expertise to help you achieve your financial goalsFinancial AnalysisReal Estate Financial ModelProject AnalysisFinancial Analysis & ValuationFinanceMicrosoft ExcelMicrosoft PowerPointFinance & AccountingProject ManagementReal Estate - $125 hourly
- 0.0/5
- (0 jobs)
Summary: Highly motivated Accounting professional with extensive experience with focus on the following: Technology: Capital and operating costs; pre-paid costs and accruals; reviewed SOW details for determination of cap/exp; monthly capital labor for FTE, Technology capital projects for MSG, Radio City, Beacon Theatre, Chicago Theatre, La Forum (until sold in 2020); Rangers, Knicks, Training Center as well as tracking a 5 year project (2.9B) for the Vegas Sphere (Venue opening in 2023). Fixed Assets: Including Monthly close, Cap-ex reporting, PPE rolls, Annual Asset Review and reviewing, creating assets in system after approval, tracking and capitalizations. General Corporate Accounting Functions: Supervisory experience, Monthly/Quarterly/EOY close and reporting, Audits, Balance Sheet Reconciliations, general close journal entries review and approval, all other Corporate General activities.Financial AnalysisJournal EntriesFinanceMicrosoft OfficeAnalytical PresentationManagement AccountingBudget ProposalAccounting BasicsFinancial ReportingFinancial ReportFinancial AuditAccountingGeneral Ledger - $25 hourly
- 5.0/5
- (1 job)
CONSULTING AND FINANCIAL ANALYSIS PROFESSIONAL CROSS-FUNCTIONAL TEAM LEADERSHIP | ANALYTICS & REPORTING | FORECASTING & BUDGETING Proactive, data-driven, and finance-focused Analyst with transferable experience in forecasting and budgeting, report creation and presentation, and trend and variance analysis. Possesses a proven track record of managing companies' budgeting and forecast data and performing analysis to influence clients' decisions. Possesses knowledge of financial modeling, financial statement analysis, and how to create and monitor key KPIs aimed at company growth.Financial AnalysisPresentation DesignProofreadingMicrosoft OutlookMicrosoft WordFinancial StatementAnalytical PresentationBusinessMicrosoft ExcelIntuit QuickBooksFinancial Variance Analysis - $75 hourly
- 0.0/5
- (0 jobs)
I am the VP of FP&A for VentureCount, an oursourced accounting & CFO firm that specializes in the SaaS and venture-backed startup market. I am piloting VentureCount's 'MicroServices' offering and expanding into more niche-hourly engagements to leverage our FP&A expertise in the marketplace. I am an expert in Financial Modeling with emphasis on SaaS and venture backed startups (Seed - Series C). I am particularly experienced in SaaS KPIs, 3-statement modeling, financial analysis for capital raises/exits, and ongoing/fractional modeling support.Financial AnalysisFinancial Accounting - $40 hourly
- 0.0/5
- (0 jobs)
You deserve accurate and tax ready books to enable you assess the financial health of your business and make data driven decisions to grow your business. It is my objective to empower you to achieve that. My focus is bookkeeping, tax returns preparation, tax planning and financial planning & analysis. You will have the help you need to stay compliant, maximize your profit potential and lower taxes through the implementation of optimal bookkeeping and accounting strategies. I am CPA with MBA in finance and over 20 years of experience in bookkeeping, accounting, and financial management. I'm proficient in QuickBooks online and other accounting software systems. Send me a note with a bit about your company, your track record, and your project. If it seems like a good fit, we’ll schedule a call to talk.Financial AnalysisTax Planning & AdvisoryTax PreparationFinancial ReportingManagement AccountingAccountingBookkeeping - $85 hourly
- 0.0/5
- (0 jobs)
My firm provides project based as well as recurring monthly services. Don't know what you need? I can help you figure that out. We customize our services based on each individual client. When you hire me, you actually get a team of highly qualified financial minds to help get where you need to go. Small business? No problem. We excel at .25¢ finance. We can help you make the most from what you have and provide guidance to help you grow.Financial AnalysisFinancial ManagementFinancial ConsultingMicrosoft ExcelSage IntacctQuickBooks OnlineBill.comAccounts Receivable ManagementAccounts Payable ManagementAccount ReconciliationAccount ManagementBusiness - $45 hourly
- 0.0/5
- (0 jobs)
AREAS OF EXPERTISE * Database Management * Financial Reporting * Payroll Processing * General Ledger Reconciliation * Multi-lingual * Financial Analysis * Auditing * Budgeting * Data Entry * Document Preparation * File/Office ManagementFinancial AnalysisMonth-End Close AssistanceVLOOKUPCost AnalysisData AnalysisAccountingSAPExcel MacrosExcel FormulaFinance & Accounting Want to browse more freelancers?
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