Hire the Best Financial Analysts in New York

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.

I help businesses with both one-time cleanups and ongoing full-charge bookkeeping, giving you accurate, tax-ready financials and clear reporting to guide decisions. I hold a master’s degree in accounting and have years of experience managing the full accounting cycle in both corporate finance and small business settings. From transaction categorization and reconciliations to financial reporting and cash flow forecasting, I bring the structure and accuracy your business needs. Services I Provide: QuickBooks Online cleanup & catch-up bookkeeping Categorization of transactions & account reconciliations Full-charge bookkeeping (AP, AR, monthly close, reporting) Financial statement preparation & review SOP creation for bookkeeping and expense workflows Budgeting & cash forecasting Support for CPA/tax preparation Ongoing monthly bookkeeping & advisory Why Clients Hire Me: Proven experience: I’ve worked across AP, AR, reporting, internal audit, forecasting, and full-charge bookkeeping. Accuracy and structure: I deliver clean, reconciled books you can trust. Efficiency: Fast turnaround on cleanups and reliable month-to-month support. Communication: I explain what I’m doing and keep you in the loop, so you always feel in control of your numbers. Whether you need a 9-month cleanup or a long-term bookkeeping partner, I’ll make sure every dollar is accounted for!

Does your Chart of Accounts actually reflect how your ecommerce business makes money or is it hiding the damage caused by disconnected systems, broken automation, inaccurate inventory, and marketplace complexity? Your Shopify or Amazon business deserves more than generic bookkeeping. Ecommerce accounting is one of the most operationally complex environments in modern finance. Amazon FBA alone involves reserve balances, rolling settlements, reimbursement logic, stranded inventory, fulfillment fees, advertising allocations, multi-state sales tax exposure, inventory timing differences, FX distortions, returns, chargebacks, reimbursements, and marketplace liabilities moving across multiple systems simultaneously. This is not basic bookkeeping. This is systems accounting. The dangerous part is that many people claim they can “do ecommerce books” simply because they know how to operate QuickBooks Online. But knowing how to use software does not mean you understand the infrastructure behind it. Anybody can learn how to use the remote. Very few people know how to repair the machine behind the wall when the entire financial ecosystem fails. That is the difference. Real ecommerce accounting requires: • Advanced operational accounting knowledge • Inventory strategy & reconciliation expertise • Multi-platform systems understanding • Automation architecture • Settlement reconstruction • Sales tax infrastructure management • Data mapping logic • Multi-currency workflows • Connector troubleshooting • KPI engineering • Continuous education and adaptation Platforms evolve constantly. Amazon changes settlement structures. Shopify changes payout behavior. Tax laws shift. Connectors break. Inventory workflows fail. Automation drifts. Financial data becomes corrupted over time if the infrastructure is not continuously monitored and engineered properly. This is why ecommerce brands outgrow traditional bookkeepers very quickly. I am not a traditional bookkeeper. I build ecommerce financial infrastructure engineered for scale. I specialize in rebuilding broken ecommerce accounting systems using QuickBooks Online, A2X, Synder, PayTraQer, Cin7, TaxJar, Avalara, Shopify, Amazon, Walmart, Stripe, PayPal, and advanced automation workflows that compress what normally takes months of manual cleanup into days — accurately. I engineer Chart of Accounts structures specifically for ecommerce businesses scaling toward 7 and 8 figures. Most ecommerce brands fail to scale operationally because their backend was never designed for growth. A real ecommerce Chart of Accounts should support: • SKU-level visibility • Channel profitability • Marketplace settlements • Inventory movement • Landed costs • Sales tax liabilities • FX activity • Advertising allocation • Operational KPIs • Multi-entity scaling • Multi-channel reporting Without this structure, scaling creates financial distortion instead of visibility. I do not rely on guesswork, generic reconciliations, or lumped journal entries. I engineer systems that create: • Accurate payout reconciliation • Defensible inventory accounting • Clean marketplace integrations • Automated workflow environments • Real-time KPI visibility • CFO-level operational reporting • Scalable ecommerce infrastructure Most ecommerce brands only look at Profit & Loss statements. That is dangerous. Ecommerce businesses need operational intelligence: • SKU profitability • Channel profitability • Contribution margins • Inventory aging • Return rate analysis • Landed costs • Advertising efficiency • Marketplace fee leakage • Settlement reconciliation • Cash flow visibility • Sales tax exposure • Inventory movement trends I engineer reporting systems that expose what generic accounting firms completely miss. One of the biggest advantages I bring is advanced ecommerce auditing and diagnostic reconstruction. I perform deep financial system reviews designed to uncover: • Forced reconciliations • Broken inventory flows • Mapping corruption • Duplicate transactions • Settlement discrepancies • Liability distortions • Hidden reconciliation gaps • Automation drift • Incorrect COGS behavior • Connector failures • Financial data inconsistencies Most firms never find these issues because they are not trained to look for them. Generic accountants import transactions. I engineer financial ecosystems. Most freelancers patch symptoms. I rebuild the infrastructure creating the problem. The result is faster closes, cleaner books, operational clarity, audit-ready reporting, scalable automation, and financial data ecommerce operators can finally trust. I do not just clean up ecommerce books. I build ecommerce financial architecture.

I’ve spent the last 10 years working for one of the largest banks on Wall Street, logging tens of thousands of hours crunching numbers, building financial models and forecasts, pouring over financial statements, crafting pitch decks and presenting them to C-Suite level execs. If you're in search of a fractional CFO or financial analyst, you'll be in expert hands. Let's work together so I can handle the boring stuff, and you can focus on the parts of your business you love most! ⚡️Here's how you'll benefit by choosing to work with me: 🏆 Elite Talent: Over the past decade, I’ve honed my skills on Wall Street at one of the world’s largest banks, earned a top-10 MBA, earned the Chartered Financial Analyst (CFA) designation, and spent thousands and thousands of hours mastering the labor-intensive work, so you won’t have to! 🏆 Exceptional Results: You can expect exceptional results, from an award-winning analyst, developed by my background and training at a Tier 1 investment bank 🥇 High-Quality Deliverables: With over 10 years of experience delivering hundreds of projects to C-suite level execs, I know what’s required to consistently deliver high-quality results that always exceed client expectations 🥇 Availability and Responsiveness: Highly accessible and provide rapid responses to address your questions immediately Services Offered / Areas of Expertise: ▪️Fractional CFO, Financial Markets Pro 📈 ▪️Financial Modeling, Excel/VBA/PowerBI 💻 ▪️Analytics, Dashboards, KPIs, Tableau 📊 ▪️Pitch decks, PowerPoint presentations 🧑‍💻 ▪️Startups/VC, Unicorns, Small business 🦄 ▪️Finance Tutoring for Undergrad/CFA 📚 Background: ▪️10+ yrs corporate finance experience 💼 ▪️8yrs on Wall St. at Tier 1 Bank 🏦 ▪️Chartered Financial Analyst (CFA) 🕵️‍♂️ ▪️MBA from NYU Stern 🎓 ▪️MS Finance from U of Michigan 🎓 Looking forward to hearing from 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.

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!