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!

Highly experienced Financial Analyst in Cash Flow and Partnership Modeling, Financial Software, Strong understanding of Commercial Real Estate Acquisition Analysis Check out my CRE Underwriting Package in my Project Catalog below.

With more than 30 years of experience in the financial markets as a buy-side trader, analyst, portfolio manager, and financial writer, I provide institutional-quality market analysis and content for brokers, investment firms, financial publishers, fintech companies, and financial media. I’ve been a member of the Upwork community for many years. As my business has grown, I’ve become more selective about the projects I accept, focusing on engagements where I can deliver the greatest value and build long-term professional relationships. My expertise includes macroeconomics, equity markets, options, volatility, technical analysis, foreign exchange, interest rates, and market structure. I specialize in producing market commentary, research reports, educational content, thought leadership, and institutional-grade analysis that makes complex topics accessible without sacrificing accuracy. Clients value my responsiveness, clear communication, and high level of service. Financial markets don’t wait, and neither do I. When deadlines are tight, I can provide quick turnaround times while maintaining the quality and accuracy that professional clients expect. If you’re looking for someone who understands financial markets from the inside—not just someone who writes about them—I would welcome the opportunity to discuss your project.

Financial Modeling, Excel, Google Sheet Expert looking to help you with your project. • 20 Years of FP&A/Finance/Accounting experience •Excel Expert • Google Sheets Expert• MBA • Worked for a variety of industries • Focused, efficient and reliable. • Almost 200 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. I started doing freelance work because I love spreadsheets. They are my way of life and if I can use my skills to help somebody else then that’s awesome. I pride myself on creating workbooks that are easy for the end user to update and follow. I don’t use crazy formulas I like to KEEP IT SIMPLE. My goal is to create something that I am proud of and you are excited to use. Once I am your freelancer, I am always your freelancer. I am happy to help you with any future projects that you have. I know you are thinking “Why you?” That is a great question, so here is a quick description of me and my history. I have been working Corporate Finance roles for over 20 years and now really want to focus on helping people and building out my own company to do just that. At the end of the day, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!

💼 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!

Experienced Real Estate Finance & Investment Analyst and Assistant Property Manager with a background spanning multifamily investment, lending, and property management. Currently working as an Assistant Property Manager, assisting in the operational management of a 413-unit mixed-use multifamily portfolio consisting of a Class A, highly amenitized luxury mid-rise and a Class B mixed-use property with residential and commercial space. Previously worked as an Associate at a debt fund focused on originating multifamily loans nationwide, including bridge loans, fixed-rate loans, and preferred equity investments. Earlier experience includes serving as an Assistant Property Manager for a portfolio of three garden-style multifamily properties in New Jersey totaling 630 units. Additional experience includes freelance work for property owners, including screening multifamily acquisition opportunities, as well as experience with an agency lender's bridge-to-agency platform and mortgage brokerage firms.