Hire the Best Financial Analysts in New York

I am a retired financial analyst now focused on writing and editing. I started a sports blog several years ago and have done some freelance writing for community publications. I can assist in the with English tutoring, proofreading and editing, data entry, and light bookkeeping. Let's talk!

Serving as Finance Director at a fast-scaling CPG firm with 10+ years of proven experience offering Fractional CFO services, particularly specializing in strategic development, top-line revenue, turnaround, and financial analysis. I also operate my own Accounting & Finance BPO services firm that offers FPA, Full-Charge Bookkeeping, and Accounting (AP/AR/Invoicing/Controllership) focused on small business growth. I am an entrepreneur at my core so I understand and can relate to the challenges businesses encounter day-to-day and particularly within their Finance and Accounting departments. I have developed my business to treat every business as a unique challenge to help and support growth and develop to its fullest potential.

💼 Turning Financial Complexity Into Clear, Actionable Insights I'm Santiago Lopez, a Senior Accountant with over 10 years of professional accounting and finance experience helping US and UK businesses make smarter financial decisions. Whether you need tight month-end closes, accurate QBO bookkeeping, or strategic CFO-level guidance, I deliver reliable, detail-focused support that keeps your finances organized and compliant. I specialize in transforming messy books into clean, audit-ready financials while providing the variance analysis and cash flow insights you need to grow confidently. My clients value my responsiveness, accuracy, and ability to explain complex financial data in plain English. 🎯 How I Help Your Business Thrive Core Accounting & Bookkeeping: • Month-end close processes with variance analysis against budgets • Bank and credit card reconciliations with 100% accuracy • Accounts payable/receivable management and invoice processing • Financial statement preparation (P&L, balance sheet, cash flow) • Payroll oversight and compliance support Strategic Financial Management: • Budgeting, forecasting, and financial modeling • Cash flow monitoring and working capital optimization • Management reporting with actionable insights for decision-making • Fractional CFO services for growing SMEs • FP&A support including performance KPI tracking Technical Expertise: • QuickBooks Online (expert level) • Xero, SAP, NetSuite • Advanced Excel (pivot tables, VLOOKUP, financial models) • US GAAP and UK GAAP familiarity • Tax return preparation support 🏆 Recent Wins & Key Accomplishments • Streamlined month-end close processes at Capital Gains Accounting, reducing closing time while maintaining complete accuracy across multiple client portfolios • Delivered critical cash flow modeling and weekly liquidity checks for Enzo Biochem Inc., providing management with real-time visibility into financial health • Managed full-cycle AP/AR for high-volume operations at Natoora, accelerating collections through strategic AR aging analysis • Processed multi-departmental invoice coding and budget tracking for Vice Media, preventing cost overruns through proactive variance monitoring • Increased profitability at La Bottega Restaurant through margin analysis and cost-saving inventory controls 🚀 My Approach: Precision Meets Partnership I believe great accounting is more than just numbers in spreadsheets. It's about understanding your business goals and providing the financial clarity you need to reach them. I combine technical expertise with strong communication skills, ensuring you always understand where your business stands financially. Currently pursuing my MBA at Ulster University while maintaining my US-based practice, I bring a global perspective to financial management. I'm available up to 20 hours per week and pride myself on flexible, responsive service tailored to your timeline and needs. 🌍 Serving Clients In: USA & UK (familiar with both US GAAP and UK accounting standards) 📊 Industries I Support: E-commerce, Professional Services, SMEs, Food & Beverage, Media & Entertainment, Manufacturing, and growing businesses needing fractional CFO support ✅ Why Choose Me? ✓ 10+ years hands-on experience with recognized US companies ✓ Expert-level QuickBooks Online proficiency ✓ MBA-educated with finance specialization from Baruch College ✓ Detail-oriented with zero-tolerance for errors ✓ Clear communicator who translates financial jargon into business insights ✓ Proven track record across multiple accounting systems and industries Ready to get your finances in order? Let's discuss how I can support your accounting needs, clean up your books, or provide the strategic financial insights your business deserves. Send me a message with details about your project, and I'll respond promptly with a tailored solution. Looking forward to partnering with you!

I'm currently a sales and financial analyst experienced in Excel and Tableau for statistical analysis, looking to break into independent freelancing. Happy to work for flexible rates to kick off.