Hire the best Financial Analysts in New York

Check out Financial Analysts in New York with the skills you need for your next job.
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4.8/5
based on 208 client reviews
  • $200 hourly
    I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.
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    Visual Basic for Applications
    Financial Modeling
    Competitive Analysis
    Forecasting
    Business Plan
  • $75 hourly
    I am the founder of Create Neptune, a software and game development studio focusing on creating fun, user-focused, and beautiful apps and games for mobile (iOS / Android), web, PC, and consoles. Our developers and designers have worked on franchises like Scrabble and The Sims, and with companies like Mattel, EA, 2K Games, Estée Lauder, The New York Times, AppLovin (Lion Studios), and Boombit. I have led app development projects from the concept phase to post-launch marketing, and I am an expert in all stages of the application and game development life cycle. I am particularly attuned to the commercial side of application and game development: I was previously a hedge fund analyst focusing on the energy and power sector, and a mathematics, economics, and finance instructor. At Create Neptune I have published dozens of mobile games, with our most successful app Paddle Clash reaching millions of users worldwide since publication in mid-2020 and maintaining a 4.9 / 5.0 globally and 4.7 / 5.0 in the US on the App Store. Aside from our published portfolio, I have concepted, prototyped, and built dozens of other 2D and 3D games for a variety of clients, from Fortune 500 mega-caps to bootstrapped startups. I have almost a decade of game and app development. I typically work in Unity (C#), but I have also worked on successful native apps for iOS (Xcode, Swift) as well (Pandamonium, iOS, 4.7 / 5.0 on App Store). I have worked on numerous apps from the concept and prototype phases to post-launch marketing, so I can be with you every step of the way in the creative process. Specifically, in addition to coding, I can provide concept and prototype work, professional-quality UI and UX, 2D and 3D artwork, and marketing services. Lastly, I am very familiar with the post-launch app marketing process and publishing process on both the App Store and Google Play, and I would be happy to help you and your team with my experience. I began my career in finance as a mergers and acquisitions investment banker and an energy and power analyst at a distressed debt fund, completing the largest leveraged buyout in fund history and managing a book of $1.3 bn of energy and power assets. I have also worked as a mathematics and economics instructor, designing several advanced mathematics and financial analysis courses. My studio regularly works on cutting edge applications in Unity. Just a few examples: • We developed Scrabble Vision (Mattel), an AR companion application for the physical Scrabble board game, in Unity • We developed and helped design RYZ Home (IKIN), a holographic AR application, in Unity • We developed and designed software for a private research study (Estée Lauder), using OpenCV and AR, in Unity • We developed and designed StarStarter (Arcade Therapeutics), a digital anxiety treatment game, in Unity • We developed and helped design Skylar's Run (Thynk), a digital ADHD treatment game, in Unity • We developed and designed Highlandia (Highlands Community Charter), an English language learning game featuring 10 different mini-games, in Unity
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Bug Fix
    JavaScript
    HTML5
    C#
    Swift
    Android
    Company Valuation
    Mobile UI Design
    Mobile App Design
    Financial Modeling
    Mobile App Development
  • $40 hourly
    🌟 I Help Small Businesses Achieve Financial Clarity and Freedom! 🌟 Are you a service-based business owner trying to find harmony between work and personal life? 🤝 Do you dream of having more time to focus on your passion while running a successful venture? 🚀 Hi there! I'm Jess, your dedicated QuickBooks Online ProAdvisor and ally in achieving the perfect work-life balance. With weekly, monthly, or quarterly bookkeeping, you will be able to make better financial decisions and be tax ready! Do you need help invoicing and paying your bills? I offer that too! I understand the challenges of running a service-based business while balancing personal commitments, and I'm here to lighten your load! 💼🌟 🔹 Why Choose Me? 🔹 🌈 Work-Life Synergy: As your trusted financial partner, I'm committed to helping you find synergy between your business and personal life. Let's unlock more time for what truly matters to you - growing your business and enjoying your journey! ⏰💖 📈 Business Growth: With my expertise in QuickBooks Online and meticulous attention to detail, I'll provide valuable insights into your financial health, empowering you to make informed decisions for exceptional growth! 📊 🌟 Services Tailored to Your Business & Life 🌟 For Mom-Owned Businesses: 🤝 Bookkeeping Solutions: Bid farewell to overwhelming accounting tasks and embrace a worry-free business journey. I'll keep your financial records in impeccable order while you focus on nurturing your business and family! 🏠💕 For Cleaning Services: 🧹 Squeaky Clean Finances: I'll organize your income and expenses, so you can effortlessly track your profits. Spend less time worrying about numbers and more time making your clients' spaces shine! 🧼🏢 For Real Estate Investors: 🏠 Real Estate Wizardry: Let me work my magic with QuickBooks Online, managing your income, expenses, and property-specific accounts. Enjoy the freedom to build a prosperous real estate portfolio while focusing on new investment opportunities! 🏰🏡 For Contractor Services (Cash Basis): 🔨 Building Financial Excellence: As a QuickBooks Online ProAdvisor, I'll organize your finances efficiently. Focus on delivering exceptional projects while I handle the numbers with precision! 🏗️📈 For Service-Based Entrepreneurs: 🌟 Tailored Financial Solutions: Let's collaborate to streamline your finances and drive business success. Whether you're a personal trainer, consultant, or another service-based business, I'm here to support your unique goals! 💪🎯 💌 Let's Connect! 💌 Ready to embrace the balance you deserve? 🌠 Reach out, and let's have a heart-to-heart chat about your business aspirations and personal vision. Together, we'll create a winning strategy for your financial success and life fulfillment! 🚀🌍
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Accounting
    QuickBooks Online
    Retail & Consumer Goods
    Virtual Assistance
    Real Estate
    Bookkeeping
    Intuit QuickBooks
    Bank Reconciliation
    Accounting Basics
    Accounts Payable
    Accounts Receivable
  • $95 hourly
    With over 10 years of expertise in Business Strategy and Finance, I'm here to help you secure the investments you need to fuel your business growth and carve out a success story worth celebrating. I'm committed to delivering exceptional results that mirror your vision. Let's team up to unlock your business's potential and achieve remarkable growth. Industry Expertise: Artificial Intelligence, Software-as-a-Service (SaaS), Media & Entertainment, Education, Healthcare, Energy & Natural Resources. I've successfully delivered projects for a wide range of clients – from small businesses, and ex-NBA athletes, to industry leaders and major consulting firms. Here's what Upwork clients have said about working with me: ⭐⭐⭐⭐⭐ "Kailash was a godsend; for a small expanding business having someone who understands your vision is very important. Kailash assisted with our business plan, financials, and our P&L statements for the year which were a huge part in getting funded for our seed round." ⭐⭐⭐⭐⭐ "This was an enjoyable experience! Communication was phenomenal and Kailash took his time to understand every detail of my business to provide a business plan, financials, and pitch deck that showcased the vision of my Startup’s business model." Here's a snapshot of what I offer: 💼 For Startups and Entrepreneurs: Engaging Pitch Decks Comprehensive Business Plans Persuasive Executive Summaries and Investment Memorandums 💼 Corporate Finance, FinOps, Financial Modeling, Projections & Forecasts: Pro Forma and GAAP-compliant Financial Models Equity Research, Risk Valuation, DCF Modeling, IRR, and ROI Modeling 🖋️ Business Content Writing: Engaging Articles with Visual Enhancements Career Highlights: Top Rated Business Consultant at Upwork Former Google Cloud Lead FP&A involved in significant acquisitions Successfully crafted multi-year budget plans and forecasts Let's connect and discuss how I can contribute to your success. Thank you, Kai
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Pitch Deck
    Equity Research & Analysis
    Business Planning & Strategy
    Finance & Accounting
    Business Writing
    Executive Summary
    Financial Writing
    Corporate Finance
    Microsoft Excel
    Company Valuation
    Financial Projection
    Presentations
    Accounting Principles & Practices
    Business Cases
  • $85 hourly
    Expert accountant with 7 years experience offering virtual accounting services. I do everything an accounting department would do, from AP to payroll to cashflow reporting and budgeting. I also build custom financial dashboards to track KPIs and other key financial information.
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    Expensify
    Google Sheets Automation
    Google Sheets
    Bookkeeping
    Business with 1-9 Employees
    Justworks
    Budget Planning
    Excel Formula
    Management Accounting
    Bill.com Accounts Payable
    Cash Flow Analysis
    Intuit QuickBooks
    Payroll Accounting
    Accounting
  • $80 hourly
    Finance professional with experience in the commercial real estate, private equity, early stage start up, and venture capital arena. I have built complex financial models from scratch for ground up real estate developments across various asset classes (i.e. office, residential, hospitality retail). Further, I have built and advised early stage start ups on their company financials.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Investment Research
    Startup Pitchbook
    Pro Forma Statement
    Microsoft Excel
    Forecasting
    Startup Consulting
    Financial Modeling
    Finance
    Real Estate Acquisition
    Financial Analysis & Valuation
    Real Estate Financial Modeling
    Analytical Presentation
    Management Consulting
    Strategy
  • $167 hourly
    I Help Travel-Loving Entrepreneurs Live a Life They Never Want to Retire From. 💼 Short Bio: Natalia Ivanova, IAR® , Founder and CEO, Financial Planning Specialist, Portfolio Designer at NewGen Wealth Creation, and former financial advisor at Morgan Stanley, with over 9+ years of experience working with travel-loving professionals and entrepreneurs, from small business owners to CEOs of Fortune 500 companies. A dog mom, immigrant, and Puerto Rico-based world traveler, proud to use my platform and experience to empower others to achieve their financial goals and build a fulfilling life. 💼 I am an experienced and driven entrepreneur with over 8 years of Wealth Management industry experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. - Built a successful wealth management practice at Morgan Stanley with nearly 50 clients. - Managed book of business with over 1.7 billion in AUM (as of 2019). - Run my own fully registered investment advisory firm that I launched in 2022. - Successfully published over 100 articles 📋 Proven Track Record: Successfully helped over 500 clients retire. Reviewed and prepared over 1,000 financial plans and portfolio analytics. Saved our clients over $500,000 in student loan interest. Saved our clients $3,000,000 in tax savings over the lifetime. Saved our clients over $48,000 in fees. Helped over 3 clients build their first $100,000. Helped all our business owners organize their pension plans. 🌍 Client Diversity: Client acquisition:60% Referrals, 40% Social Media & 0% Cold Calling/Outreach. Having worked with clients from various professions across the United States and worldwide, including medical, interior design, teaching, nursing, hospitality, service model, consulting, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in these fields. Today most of my clients are startup owners. I also collaborate with CPAs, attorneys, and tax advisors to ensure comprehensive and seamless service for my clients. 📈 Specialized Services: I specialize in a range of financial services, including comprehensive financial planning, retirement planning, business structuring, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. 📞 Upwork Consultations: To assist you in understanding the financial services you require and address any questions you may have, I offer 30-minute consultations here on Upwork. I am dedicated to supporting you every step of the way, leveraging my experience and knowledge to guide you through the process efficiently and effectively. 30-minute consultation fee is $75 plus Upwork fee. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget. 📊 Additional Projects: Proficient in Excel and Financial Analysis In addition to my expertise as a financial advisor and portfolio manager, I am highly proficient in utilizing Excel for various financial analysis tasks. I possess advanced skills in budgeting, forecasting, model building, and preparing financial statements such as the balance sheet, income statement, and business projections. My Excel proficiency allows me to streamline and optimize financial data, enabling accurate and insightful analysis. I am well-versed in creating dynamic financial models that provide valuable insights into your business's financial performance and future projections. Whether you require assistance in budgeting, forecasting, or financial statement preparation, I can deliver high-quality results. 🔍🔒 Verifiable Credentials: Find Me on SEC.gov and LinkedIn for Further Verification As a new member on the Upwork platform, I understand the importance of trust and credibility. To provide you with peace of mind and further verification of my professional background, I encourage you to look me up on SEC.gov and LinkedIn. The links to these platforms are provided in my profile below. 🚀Next Steps: English is my preferred language of communication, but I can also provide services in Ukrainian and Russian. I am committed to clear and effective communication and will take the time to educate you on your financial plan to ensure your complete understanding. If you are interested in working together, please reach out to me today. I am always available to discuss your needs further and schedule a call to determine if we are a good fit for each other.
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    Financial Accounting
    Personal Finance & Wealth Management
    Wealth Management
    Investment Portfolio Review
    Portfolio Management
    Financial Planning
    Financial Plan
    Financial Management
    Financial Consulting
  • $35 hourly
    Highly skilled and experienced professional with a strong background in banking and finance with a specific expertise in mortgage lending. In addition to my professional experience, I have an MBA with a concentration in Accounting. I have a large amount of experience in a variety of software programs and can assist with any project needs. I am also an expert at web searching and compiling data from a variety of sources and enjoy the investigative process. -Microsoft Word -Microsoft Excel -Microsoft PowerPoint -DocuSign -Data Entry -Typing (100+ wpm) -Transcription -Web Searching -Web Browsers -Data Mining -Real Estate -Mortgage -Banking -Lending -Credit Analyst -Financial Analysis -FHA -VA -Proofreading -Document Creation -EBay -Poshmark -Web Investigating -Accounting
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    DocuSign
    Financial Statement
    Accounting
    Lead Generation
    Document Format
    Web Browser
    Professional Tone
    Typing
    Data Entry
    Lending Regulation
    Data Analysis
    Microsoft PowerPoint
    Microsoft Word
    Microsoft Excel
  • $55 hourly
    I am a licensed CPA in the state of New York as well as a CIA. I assist high net worth individuals and small businesses with their finance and accounting needs. In a past life, I was a risk manager and can provide internal control documentation as well as risk assessments (RCSA).
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Risk Analysis
    Risk Assessment
    Internal Control
    Internal Auditing
    Tax Preparation Software
    Tax Preparation
    Financial Statements Preparation
    CPA
  • $112 hourly
    With a background in financial services, startups, and public policy, I bring a wealth of experience to your next endeavor! From leveraging global business insights, navigating complex investment or operating landscapes, I offer comprehensive support to businesses, entrepreneurs and organizations. My expertise spans business development (planning, growth, strategy and operations), investment strategies, financial analysis, communication tactics, and strategic planning. Whether you're a startup, entrepreneur, non-profit, or established enterprise, I'm here to help you tackle challenges and seize opportunities today. I specialize in crafting winning business plans, investment pitches, and strategic roadmaps tailored to your unique goals. Let's work together to elevate your vision and achieve success across: Operational Strategy, Financial Management ,Process Improvement, Leadership & Development, Risk Management, Business Communications and Investment/VC Pitching.
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    Startup Consulting
    Venture Capital Consulting
    Entrepreneurship
    Communications
    Public Affairs
    International Development
    Policy Analysis
    Public Policy
    Business Operations
    Finance
    Business Consulting
    Business Management
  • $120 hourly
    TOP RATED 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!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Cash Flow Modeling
    Budget Management
    Strategic Planning
    Finance & Accounting
    Financial Planning
    Budget
    Process Improvement
    Business Modeling
    Data Analysis
    Data Visualization
    Google Sheets
    Financial Modeling
    Forecasting
    Financial Projection
  • $175 hourly
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) * Cryptocurrency/Token Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $40 hourly
    NY/USA based Fractional CFO & M&A CPA w/ skilled experience in monthly bookkeeping, financial reporting, preparing and reviewing financials. I specialize in accounting, closing the books on a monthly basis, reviewing and posting journal entries, reconciling and promoting revenue growth and analysis. I'm a CPA and outsourced CFO/Corporate Finance professional w/ very advanced expertise in managing QBO bookkeeping remotely! With a decade of experience, I can own the QBO full cycle accounting process, including GL setup, chart of accounts management, invoicing/AR/AP etc. Also, I can help you maintain it on a GAAP/FASB basis, either cash or accrual, and can handle all reconciliations, bank coding, proper categorizations etc to deliver clean financials and monthly P&L/balance sheets. Depending on your needs, I can also assist w/ cash flow mgmt/forecasting, financial modeling and consistent financial reporting/budgeting for your Company. I have multiple years of experience working with VCs and raising various equity rounds/debt rounds and Seed/Series A/Series B funding rounds successfully over the last several years. Would love to hop on a call/Zoom/Teams today to chat further - let me know when you're available or if you have any other questions! From meticulously tracking income and expenses to ensuring compliance with tax regulations, I can assist here to streamline your financial processes. As an M&A CPA & QoE specialist, I have worked as the M&A Consultant for lower/mid market Private Equity firms, Searchers, and Independent Sponsors to lead the full process of an acquisition from start to finish. I've worked on about 60 acquisitions in the last 4 years ranging from $1M Purchase Price to $120M as a Transaction Advisory Services Manager (which handles the QoEs from post LOI to close and beyond). I worked with the Buyers from pre-LOI and worked with them on the proper structuring of the LOI and negotiating the proper structure as well as establishing the most realistic valuation that the Sellers would get behind and agree to. I also know how to quarterback the full due diligence process, working with the equity investors, debt lenders, Sellers, QoE firms, insurance brokers for reps and warranties as well as the M&A lawyers. I also know how to work with both the equity and debt financiers such as the SBA 7a loan program to make sure that we meet all the right criteria and run the diligence process accordingly. I'll be able to identify all the addbacks and working capital analysis and make sure you are buying the business while understanding the exact true financial scenario and FREE CASH FLOW basis that you'll be able to generate. Furthermore, we'll recreate the financials from the bank and CC statements to ensure you have a true sense of a proof of cash and proper expenses on a GAAP basis.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Tax Accounting
    Taxes
    Financial Projection
    IRS Income Tax Audits
    Accounts Receivable
    QuickBooks Online
    Financial Statements Preparation
    Financial Modeling
    Financial Report
    Financial Model
    Financial Audit
    Financial Plan
    Bookkeeping
    Accounting
  • $50 hourly
    Experienced GSA/Federal contractor with over 10 years in the industry. Specializing in delivering high-quality and cost-effective solutions for federal agencies. Expertise in project management, procurement, and contract administration. Proven track record of successful projects and satisfied clients. Committed to meeting client needs and exceeding expectations.Highly experienced and detail-oriented professional with 6years of experience handling classified information (SAMs) ,Proven ability to maintain confidentiality and adhere to strict security protocols (FAR clauses/DFAR)..Experience handling, maintaining and managing federal and non federal contracts that range in value up to $10,000,000. Experienced in full cycle of MSA, TA, NDA and MOU's.
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    Governance, Risk Management & Compliance
    Contract Management
    Government Reporting Compliance
    Government & Public Sector
    Government Procurement
    Contract Manufacturing
    Contract Law
    Contract Drafting
    Microsoft Office
    Digital Marketing
    Quantitative Analysis
    Oracle
    IBM SPSS
    Search Engine Optimization
  • $120 hourly
    I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Reporting
    CPA
    IRS Income Tax Audits
    Personal Budgeting
    Intuit QuickBooks
    Budget Management
    Payroll Accounting
    Account Reconciliation
    Tax Preparation
  • $175 hourly
    I am a fractional Controller and CPA with significant financial and operational experience who specializes in the software & SaaS industries. My experience covers companies from $0.5MM to $60MM in annual revenue in various stages of their life cycle. My current clients are in B2B and Data Science. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Manage monthly financial reporting • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Get financing and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Statement
    Communication Skills
    CPA
    Bill.com Accounts Receivable
    Bookkeeping
    Chart of Accounts
    Intuit QuickBooks
    Accounts Receivable
    Microsoft Excel
  • $99 hourly
    MSc graduate with a comprehensive history in international trade, operations, price modeling, and account management. Possessing skill in negotiation and adapting to different markets. I spend most of my time in the creation of Pitch Decks and Scripts along with doing some brand development.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Lean Startup
    Startup Pitchbook
    Startup Consulting
    Business Editing
    Business Writing
    Contract Negotiation
    Presentations
    Pitchbook
    Financial Modeling
  • $50 hourly
    I have several years of experience in the accounts payable field; background in aviation, government, non-profit and banking industries. With a passion for procedure and compliance with a rigorous focus on accuracy and attention to detail; I believe I have the skills needed to help you accomplish your tasks! I look forward to connecting with you! Software Experience: NetSuite (current utilizing), Adobe Pro, Microsoft Excel, Microsoft Office, SharePoint, Elation Systems, Oracle, Corridor, Avianis, Service I offer: Responsible for entering & processing invoices for payment. Ensuring that invoices are paid according to company AP policies and controls. Coding invoices, ensuring accuracy and completeness of invoices in a timely manner. Organization and maintenance of electronic data files. Review and analyze vendor statement of accounts. Communicating with vendors via email for financial information: W9 Although I have a primary full time employee role; I am interested in: one-time projects, less than 30 hrs a week. Available: Weekday Evenings, Saturdays.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Vendor Verification
    Microsoft Word
    NetSuite Administration
    Organizer
    Communication Skills
    Payment Processing
    Critical Thinking Skills
    Accounts Payable Management
    Error Detection
    Accounts Payable
    Invoicing
    Microsoft Excel
    Account Reconciliation
  • $70 hourly
    I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Investment Research
    Finance & Accounting
    Factset
    Valuation
    Financial Reporting
    Financial Modeling
    Company Valuation
    Financial Statement
    Mergers & Acquisitions
    Investment Banking
    Financial Accounting
    Financial Report
    Financial Projection
  • $125 hourly
    Seasoned finance and accounting professional with nearly a decade of diverse finance experience. My services cover FP&A and finance management: - fractional cfo oversight - fundraising support - financial modeling - budgeting and forecasting - dashboards and KPI reporting - long-range planning - cash flow examinations - profitability assessments - board presentations - report writing And also the nitty-gritty accounting details: - process improvement initiatives - audit support - financial statement preparation - cash vs accrual reconciliations - bookkeeping - tax support In this uncertain macro climate, I offer added flexibility with the same quality of advice, work product, and client-first attention you would expect from a dedicated resource. Looking forward to helping you with your business & finance needs!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Corporate Finance
    Financial Modeling
    Financial Presentation
    Financial Report
    Business Writing
    Financial Projection
    Business Plan
    Financial Planning
    Financial Variance Analysis
    Microsoft PowerPoint
  • $100 hourly
    *I've brought in so far nearly $1m in grants (federal, international, and private sources, ranging from National Endowments to Harvard, US to China, Europe, and Middle East). *Duly elected judge of elections who recently exited Hong Kong (where I worked as a liberal arts professor) and served as an inspector in the NYC mayoral election. *Polylingual: Read and speak Mandarin Chinese, Cantonese, French, Italian, German. Conversational Arabic is rusty but hopefully improves in NYC. *Looking to connect with creative entrepreneurs in foreign languages, arts and education, financial markets, and policy.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Education
    Chinese
    Company Policy
    Writing
  • $95 hourly
    As a fractional CFO/Accountant with over 15+ years of experience, I specialize in helping small to medium size companies achieve their financial business goals. Let's solve your most challenging accounting and financial problems by providing better insights into your business financial habits and strategic financial plans to help grow your business. I provide fractional CFO and accounting services to business owners that want: ✅ Peace of mind knowing their books are accurate ✅ Clarity on their bottom line numbers ✅ Strategies for maintaining cash on hand If you're looking for help with staying on top of day-to-day accounting activities and knowing that your books are accurate and current, I am here to help. Send me a message for a free consultation to get started. Then, let's take your business to the next level! Testimonials: "I have been working with Shahona for over a year, and I am very pleased with the work she has done for both of my businesses - one an interior design company and the other an apparel start-up. She manages the bookkeeping, invoicing, and sales taxes. Shahona is reliable, professional, and a delight to work with." Bimla Picot "Shahona has helped me tremendously through her knowledge and use of the QuickBooks software. She patiently instructed me on the proper way to implement the program, and now I understand how to input and organize data accurately. I highly recommend her as she is well organized, patient, reliable, and illustrates time-saving practices." Richard Sohanchyk "Shahona has brought the company the level of review, organization, and financial Clarity needed when managing multi-million dollar projects. Initially speaking with Shahona about my company's needs, she was knowledgeable, professional, and had the necessary frameworks to scale this function. To scale, you need to hire the right people in any business. Shahona has been that person for the Red Oak team in all things Accounting." Tom Staub "Shahona has been a tremendous asset to my business. We converted from QuickBooks Desktop to QuickBooks Online, and Shahona was great in making the conversion seamless and getting us set up in QBO. Shahona is always prompt in answering questions, and I'm impressed with how organized and efficient her systems were to make the process a breeze!" Saul Bardosh
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Project Budget
    Financial Accounting
    Cost Accounting
    Cash Flow Analysis
    Financial Projection
    Financial Reporting
    Bookkeeping
    Microsoft Excel
    Budget Management
    Balance Sheet
    Intuit QuickBooks
    Bank Reconciliation
  • $100 hourly
    Experienced strategy consultant and business analyst with an MBA from Columbia Business School. Prior to business school, I worked as an economic consultant at The Brattle Group, where I answered complex quantitative, economic, and financial questions for top law firms in the US. I also have M&A and strategy consulting experience, most recently at PwC Strategy&, as well as venture capital experience in the Web3 space. Business analysis services offered: -- Competitive analysis, market sizing, industry/market research -- Financial modeling (e.g., revenue build ups, forecasts, market shares, benchmarking) -- Business valuation (e.g., discounted cash flows and comparable companies/transactions) Data analysis services offered (R, Python, Excel): -- Extraction and analysis of data from public and private sources -- Static and dynamic data visualizations -- Dashboards in Excel and R Shiny -- Data manipulation, processing, and cleaning -- Web scraping to create custom datasets Consumer survey services offered: -- Survey design and analysis -- Study protocol and sampling methodology -- Panel and sample population identification and selection -- Survey fielding and response collection via research tools like Qualtrics, SurveyMonkey, and Dynata -- Sample size calculations and weighting -- Dashboards and models to explore and analyze survey results
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Valuation
    Text Analytics
    Web Scraping Framework
    R Shiny
    Survey Data Analysis
    Mergers & Acquisitions
    Data Visualization
    Market Research
    Competitive Analysis
    Survey Design
    Data Analysis
    Microsoft Excel
    Python
    R
    SQL
  • $175 hourly
    I'm Colton, a professional at the intersection of Investment Banking and Venture Capital. Working at the venture capital technology company, AngelList, I collaborate closely with Investors, Venture Capital Fund Managers (General Partners), and high-caliber startup companies, leveraging my expertise to drive successful investment partnerships. Services Offered: - Guided consultations through the fundraising process. - Strategic advice on positioning your business to investors. - Comprehensive review of pitch decks and financials, followed by actionable feedback. - Potential introductions to relevant investors and partners, contingent upon alignment and fit. EDUCATION: The University of Chicago - BA in economics - BA in philosophy I have experience managing teams of Analysts & Associates and place a high weight on consistent communication throughout the duration of projects. Let's chat by phone before any engagement so we can be sure the fit works!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Forecasting
    Business Plan
    Market Analysis
    Financial Analysis & Valuation
    Business Planning & Strategy
    Growth Strategy
    Venture Capital Consulting
    Storytelling
    Investor Overview
    Venture Capital
    Visual Communication
    Pitch Deck
    Presentation Design
  • $150 hourly
    I'm passionate about building easy-to-use, detailed financial models for startups, small & medium-sized businesses, and real estate ventures. As a seasoned Finance executive with 10 years of Wall Street experience, I've managed ~4 billion USD in trading execution in Derivatives markets, as well as generated $10mm USD in profit as a Currency Options trader at Merrill Lynch. I've gained depth in my practical expertise through the Chartered Financial Analyst program - adding Corporate Finance, Real Estate and Venture Capital to my skillset. If you're starting out - I'll build a roadmap to success so you'll know where you stand when it comes to your business' finances. If you've been around for some time - we'll optimize the use of your resources and capital structure (de-complicating complex concepts at every step) to get your business to the next level. If you're ready to exit - we'll assess your business as a whole, give you a concrete valuation and be on your corner as you transition through the M&A process. My goal is to boil down financial concepts that may be challenging at first (I promise you, they're actually not), and communicate in a way where I'm not just sending you a spreadsheet, but a dynamic document that you'll understand and incorporate into the day-to-day of your business. Feel free to send me a message, always happy to help in whatever way I can!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate Financial Model
    Venture Capital
    Financial Trading
    Investment Banking
    Dashboard
    Mergers & Acquisitions
    Derivatives Trading
    Financial Model
    Content Writing
    Financial Modeling
    Valuation
  • $150 hourly
    Christian Reina is a managing partner of the Reina Property Group, a cloud-based real estate brokerage and investment solutions firm that specializes in both residential and commercial assets. He graduated cum laude from Middlebury College with a Bachelor’s degree in Economics and a minor in Sociology. Christian began his professional career in investment banking covering real estate, gaming, lodging, & leisure sectors. He then transitioned to real estate private equity, focusing on distressed-debt backed by New York City commercial real estate. As a result, he has developed a profound knowledge of real estate investment analysis and valuation. Christian has earned certifications which include NYS Real Estate Salesperson License, Series 63 (Uniform Securities Agent State Law Examination), Series 79 (Investment Banking Registered Representative Examination), and SIE (Securities Industry Essentials Examination).
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Real Estate Financial Model
    Private Equity
    Investment Strategy
    Financial Modeling
  • $50 hourly
    As a financial planner with over a decade of experience, I have a strong track record of helping clients achieve their financial goals. My skills in financial planning, combined with my passion for research and writing, make me well-equipped to translate complex financial concepts into clear, easy-to-understand language. After selling my planning practice, I am currently seeking freelance content writing opportunities to earn additional income. With a focus on detail, organization, and accuracy, I am dedicated to delivering high-quality work that meets the needs of my clients. I am highly knowledgable in SEO both on page and off-page. And have become well versed in understanding and influencing the monetization of online businesses - particularly content/affiliate websites.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    SEO Content
    English
    Blog Content
    Content Writing
    Financial Writing
    Blog Writing
    Financial Planning
    Writing
    Research & Strategy
    Financial Consulting
    Investment Research
    Analytical Presentation
    Business Analysis
    Professional Tone
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