27 Best Financial Analysts For Hire In North Carolina

Check out Financial Analysts in North Carolina with the skills you need for your next job.

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$125 hourly
- 5.0/5
- (30 jobs)
I am a small business owner and small business coach. I specialize in financial strategy and bookkeeping set-up. I have a collaborative approach and work closely with my clients to ensure they're able to perform bookkeeping tasks confidently and interpret financial reports. Services include: Financial strategy Budgeting Custom Chart of Accounts Quickbooks Clean Up QuickBooks Report Training QuickBooks Bookkeeping Training Help with Basic Accounting Principles

Financial Analysis
Small Business Administration
Account Reconciliation
HubSpot
Jira
QuickBooks Online
Microsoft Project
Smartsheet
Strategy
Data Analysis Consultation
Business Consulting
Project Management
Bookkeeping
Intuit QuickBooks
Microsoft Excel
$28 hourly
- 4.5/5
- (12 jobs)
Professional BIO * Highly Organized * Excellent Communication Skills * Responsible and Accountable * Dependable * Self-Motivator with Excellent Initiative * Excellent Research and Decision Making Skills * Data Entry - 55 WPM * Customer Service Skills * 30+ Years Management Experience * Human Resource Management Savvy * Team Player with a Great Attitude and Pleasing Personality * Financial Management up to Budgets of $10M * Personnel Management of Staffs up to 250 Employees * Payroll Skills - ADP, PayChex, QuickBooks, Manual * Accounting Skills - QuickBooks Pro, QuickBooks Enterprise, Peach Tree, Blackbaud, Sage * Other Computer Skills - Microsoft Word, Excel, Power Point, Access, Publisher, ChangePoint Management, Proprietary Inventory programs, Point of Sale programs

Financial Analysis
PDF Conversion
Microsoft PowerPoint
Proofreading
Email Communication
Google Sheets
Google Docs
Microsoft Word
Microsoft Access
Financial Software
Account Reconciliation
Customer Service
Payroll Accounting
Microsoft Excel
Bookkeeping
$70 hourly
- 5.0/5
- (3 jobs)
I have an extensive knowledge when it comes to trading in general. I have especially perfected trading options, futures and stocks. I have over 5 years of trading both personally and professionally. I have even got my series 7 and 65. Some of my trading stats: - 85%+ win rate - 2.2 RRR I believe trading is super simple but people make it complicated, so let me help you with your journey and show you the right steps

Financial Analysis
Trading Lesson
Financial Trading
Forex Trading
Stock Option Agreement
Online Financial Trading
$500 hourly
- 4.6/5
- (16 jobs)
Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.

Financial Analysis
Budget Planning
Budget
Forecasting
Construction
Cash Flow Analysis
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
Financial Management
CPA
GAAP
Internal Control
$75 hourly
- 5.0/5
- (29 jobs)
Professional with over 20 years of financial services experience with excellent communication skills proficiencies specifically within investment management, commercial banking, advisory, development, restructuring, asset management, and distressed opportunities with an emphasis on the alternative real estate asset class sector. Expertise in real estate equity fundraising, valuation, underwriting, market analysis, fundraising, building complex financial models, negotiating terms of lease and management contracts, loan agreements, purchase & sale agreements, debt restructuring and portfolio management.

Financial Analysis
Project Management Professional
Asset Management
Hospitality
Investment Banking
Private Equity
Portfolio Performance Modeling
Valuation
Microsoft Excel
Presentations
Financial Modeling
$75 hourly
- 5.0/5
- (1 job)
Don Miller is a seasoned financial and operational executive with over 17 years of leadership experience across various industries, specializing in nonprofit organizations. Recognized as the 2015 Nonprofit CFO Rising Star by Association Trends Magazine, Don has a proven track record of strategy development and execution, systems implementation, and financial and operational management. As a consultant, Don leverages his extensive background to provide expert guidance in finance, human resources, technology, and strategic planning to nonprofits, helping them enhance their operational efficiency and achieve their mission-driven goals. He has successfully led organizations through significant growth phases, system overhauls, and strategic transformations. Don Miller's deep expertise in financial management, strategic planning, and operational optimization makes him a valuable partner for nonprofit organizations seeking to maximize their impact and operational effectiveness. His ability to implement systems and controls, coupled with his strategic vision, enables nonprofits to navigate challenges and achieve sustainable growth. Professional Highlights: Connected Learning Alliance/Connected Camps (Remote): Currently serving as Chief Operating Officer, Don manages finance, legal, human resources, product, technology, and communications functions, overseeing a $2 million online learning business. He has significantly improved financial reporting, internal controls, and operational data visibility. College Advising Corps (Chapel Hill, NC): As Chief Operating Officer, Don led operations including finance, research, IT, and strategic planning. He managed a $30 million P&L, enhanced infrastructure to support national scale, and developed a multi-year diversity, equity, and inclusion strategy. Meals on Wheels America (Arlington, VA): In his role as Chief Financial and Administrative Officer, Don executed a three-year strategic plan to enhance collaboration with healthcare organizations and improve health outcomes for vulnerable populations. He also improved data accuracy and financial controls, negotiating substantial contracts for the organization's benefit. Good360 (Alexandria, VA): Don held the roles of Chief Operating Officer and Chief Financial Officer, optimizing warehousing operations and financial procedures, and managing significant donated product inventory flows. His efforts led to substantial cost savings and operational efficiencies. The Home Depot (Atlanta, GA): Don's experience includes leading financial teams and initiatives, improving cost management, and supporting large-scale operational projects.

Financial Analysis
Financial Writing
Sage Intacct
Operational Plan
Human Resources Strategy
Process Improvement
Financial Modeling
Strategy
Finance & Accounting
Financial Planning
$100 hourly
- 5.0/5
- (3 jobs)
I specialize in financial management and leadership with over 15 years of experience across a diverse array of industries and high-growth companies, My areas of expertise include: • Financial reporting and analysis. • Budgeting and forecasting. • Bank reconciliations. • Technology-driven solutions. • Cash flow management. • Payroll processing and reporting. • Nonprofit accounting and management. • MS Office Suite, NetSuite, Quickbooks Online, Quickbooks Enterprise, ADP. I have worked with organizations that range in size from small nonprofits with less than $50,000 budgets to corporations with over $80 million in annual revenue. I will work closely with you to build a financial foundation that will meet the needs of your business and set you up for long-term success.

Financial Analysis
Cash Flow Modeling
Financial Reporting
Bookkeeping
Payroll Accounting
Budget Management
Accounts Payable
Bank Reconciliation
Accounts Receivable
$50 hourly
- 5.0/5
- (11 jobs)
I have spent 15 years in the banking industry with a focus on underwriting commercial real estate. My expertise includes financial modeling and analysis for a variety of property types including multi-family, hotel, office, retail, self-storage, residential construction, and lot development. In addition to analyzing commercial real estate, I use my extensive experience in Excel to help individuals with personal budgeting and expense tracking.

Financial Analysis
Content Writing
Underwriting
Administrative Support
Real Estate
Microsoft Excel
Report Writing
Investment Research
Writing
Executive Summary
Real Estate Investment Assistance
Financial Projection
Financial Modeling
$50 hourly
- 5.0/5
- (4 jobs)
I am an experienced Certified Financial Planner with 12 years of experience as a financial planner, the last 7 of which I owned my own Registered Investment Advisory practice. I sold that practice in early 2022 and would love to help you with any financial planning, investing, budgeting, or debt management needs you may have. I will deliver quickly, and affordably, and would love to help any way I can. -Garrett

Financial Analysis
Education
Communication Strategy
Content Creation
Certified Financial Planner
Communications
Financial Risk
Cryptocurrency
Investment Research
Microsoft Excel
Communication Skills
Investment Strategy
Financial Planning
$50 hourly
- 5.0/5
- (5 jobs)
Nearly 40 years' experience in commercial real estate, primarily in the area of valuation and evaluation, but also including mortgage and real estate brokerage on a professional level. Outside of the formal employment experience, I have also been involved with site selection and due diligence for commercial REITs, rating agencies and other investors, and have ties with many smaller commercial and residential investors around the country. • Accomplished in serving the needs of a broad base of clients including major financial institutions, Wall Street companies, REITs, corporations, investors and individuals. • Excellent communication and analytical skills; creative with an eye for detail. • Diverse background in dealing with assets of all types, sizes and locations. • Sincere desire to learn new skills and take on new challenges. • A team player with the ability to compliment others productively.

Financial Analysis
Real Estate
Argus
Real Estate Financial Modeling
Real Estate Appraisal
Real Estate Investment Assistance
Investment Research
Microsoft Word
Microsoft Excel
$40 hourly
- 4.8/5
- (8 jobs)
I have been sourcing off-market multifamily deals across the southeast for more than a decade, largely through opportunities in the Freddie/Fannie/CMBS debt markets using software including Trepp, Real Capital Analytics, RedIQ, Excel, and CoStar. I have personal, hands-on experience in every step of the acquisitions/dispositions process from beginning to end (specific skills detailed below). Separately, I also run my own portfolio of real estate assets as well. Most recently, I have been running institutional multifamily modeling/underwriting for an asset manager focused on the Carolinas, Florida, and Texas. This work includes lead generation, sales and rent comp analysis, deep dive market analysis [avg HH median income growth, new-unit construction pipeline, population growth, absorption rates, etc], unit CapEx cost analysis, COC/IRR/EM, GP/LP cash flows, and other return metrics. And finally, I spend time daily to remain up to date on the larger economic market forces that not only affect current investment market conditions, but also directly influence accurate underwriting analysis and property valuation forecasts.

Financial Analysis
Real Estate
Real Estate Financial Model
Commercial Lending
Real Estate Financial Modeling
Real Estate Cold Calling
Real Estate Investment Assistance
Economics
Real Estate Acquisition
Financial Analysis & Valuation
Real Estate Marketing
Real Estate Listing
$50 hourly
- 5.0/5
- (3 jobs)
As a Financial Analyst with an MBA in Finance, I have extensive experience in financial analysis, forecasting, and strategic planning. I have worked with a wide range of companies, from a start-up with less than 10 employees to one of the world's largest corporations. Over the years, I have honed my skills in financial modeling, budgeting, and risk management which allows me to bring a unique perspective and approach to every project I take on. I enjoy staying up-to-date with the latest trends and developments in the finance industry and have a passion for helping both businesses and individuals achieve their financial goals. * I have advanced Excel and financial modeling skills * I have excellent customer focus, service mentality, and an ability to partner closely with internal customers * I am a firm believer in open communication and thrive in deadline-driven environments

Financial Analysis
Business
Strategy
Financial Modeling
Financial Plan
Modeling
Project Logistics
Forecasting
SAP
Budget Proposal
Finance
Financial Planning
Analytical Presentation
Data Analysis
Microsoft Excel
$175 hourly
- 5.0/5
- (2 jobs)
Looking for help with your D365 Business Central implementation from a real-life business expert? Do you need better training & documentation on your existing NAV/BC system? Are you struggling to gain the most out of your NAV/BC software investment? Does your finance and accounting team need guidance, processes and help to become value added? More often than not, businesses deploy FINtech solutions, such as Microsoft Business Central, and do not make use of the system. Even more frequently, implementations fail or leave finance and operations teams with a need to find workarounds to support their business needs. Primary reasons for this are lack of adequate training and unfortunate deployments by external consulting teams who do not understand natural business workflows (and how the ERP systems should support them). Your Partner, LLC provides services for Microsoft Dynamics Business Central and NAV ERP systems such as: - Functional consulting services - Project management services - Configuration and implementation services - Financial and operational system design guidance - User training - Work instruction creation - General user support as required With 17 years of experience deploying ERP systems, 14 specifically in the Microsoft Dynamics NAV and BC environments, Your Partner will provide your team with the support needed to ensure a successful Business Central implementation and a great user experience!

Financial Analysis
Business
Project Management
Manufacturing
International Business
Budget Planning
Project Budget
Accounting
Microsoft Power BI
Process Infographics
System Deployment
Functional Testing
Microsoft Dynamics ERP
Operational Planning
Microsoft Dynamics 365
$45 hourly
- 5.0/5
- (1 job)
I’m an accounting professional with over 14 years of experience. I am looking to help small businesses and non-profit organizations with their accounting and bookkeeping needs. My turnkey solutions are designed for clients as small as a one-person operation to those with two dozen+ employees looking to expand their footprint in multiple states. - I am a CPA who is located in North Carolina. - I am passionate about accounting, bookkeeping, payroll, tax, and financial analysis. - I enjoy outdoor activities and spending time with my animals when I am not working.

Financial Analysis
Financial Variance Analysis
Budget Planning
Microsoft Excel
Financial Reporting
Intuit QuickBooks
QuickBooks Online
Account Reconciliation
Bank Reconciliation
Tax Accounting
Tax Preparation
CPA
Accounting
Payroll Accounting
Bookkeeping
$55 hourly
- 5.0/5
- (9 jobs)
Hello! I’m Sam, a passionate Process Engineer and Program Manager with a decade of proven experience in driving operational excellence across diverse sectors, including construction, technology, and telecommunications. My expertise lies in streamlining processes, enhancing cross-functional communication, and implementing automation to boost efficiency and uncover hidden revenue streams. With a strong foundation in financial analysis, project management, and change management, I excel at transforming challenges into profitable opportunities. Collaborating closely with clients, I strive to understand their unique needs, delivering customized, impactful solutions that align with their business goals. Areas of Expertise: Process Optimization & Automation Financial Analysis & Revenue Assurance Change Management & Communication Strategy Project & Program Management Cross-functional Collaboration & Team Leadership Strategic Planning & Implementation Ideal Projects and Clients: I am on the lookout for forward-thinking business owners, who are seeking to elevate their operational efficiencies and profitability. My ideal projects involve: Operational Process Optimization Implementation of Automation Tools Project Management and Organization Improvements Revenue Stream Identification and Maximization Strategic Business Development Consulting

Financial Analysis
Program Management
Process Engineering
Revenue Management
Construction
Communications
Lucidchart
Microsoft Visio
Project Management
ClickUp
Change Management
Automation
Root Cause Analysis
Microsoft Excel
Process Optimization
$50 hourly
- 5.0/5
- (1 job)
Hi! I'm Michele, CEO and Founder of Home Pro Bookkeeping LLC, a virtual bookkeeping and consulting firm. As a certified QuickBooks Pro Advisor with over 15 years of experience in construction and real estate, I help business owners take home what they deserve so they can focus on growing their business by providing numbers they can trust. Specializing in bookkeeping, payroll, consulting & CFO services, my clients can expect to: • Increase profitability with detailed and accurate bookkeeping • Beat their growth goals through accurate decision making • Save in taxes by optimizing deductions • Save time so they can focus on doing what they love I have a passion for providing business owners with the financial information they need to grow their businesses and realize maximum profitability while minimizing tax liability. I've worked with businesses in virtually every major industry and have developed systems and processes that leverage technology to provide fast, accurate service tailored to each customer. My goal is to provide a maintainable system that works for your business. By providing numbers you can trust and constant contact; my clients are able to spend more time focusing on the growth of their business knowing with confidence their finances are in order. Reach out and let's talk about your business, your goals and challenges, and how I can help you increase profit, minimize taxes, and free you up to focus on your business and your family!

Financial Analysis
Accounts Receivable Management
Journal Entries
Business Analysis
Construction Estimating
Construction Management
Job Costing
Financial Statement
Tax Preparation
QuickBooks Online
Account Management
Bank Reconciliation
Payroll Accounting
Intuit QuickBooks
Bookkeeping
$75 hourly
- 4.7/5
- (62 jobs)
Available for setup, clean up, and ongoing management of your QuickBooks Online account. Also available for training in proper workflows, best practices, and how to customize and maximize QuickBooks Online for your specific business and/or personal financial needs. I have extensive experience with QuickBooks accounting including A/P, A/R, job costing, commission calculations, preparing financial statements, customized reports, journal entries, budgets, trust accounts, payroll set up, W2s, 1099s, data review, tax prep and clean up. I have been using the QuickBooks platform since 2010. I have helped a wide variety of high-net-worth individuals and businesses from custom cabinet manufacturers to personal injury attorneys to local coffee shops to digital marketers. I seek long-term client relationships and remain available for ongoing questions. I love witnessing the peace of mind business owners and individuals gain when their financial records are organized and well-managed by someone they can count on and trust.

Financial Analysis
Accounting Basics
Bookkeeping
Accounting Software
QuickBooks Online
Microsoft Word
Accounts Payable Management
Human Resource Management
Financial Reporting
Microsoft Excel
Accounting
Financial Accounting
Intuit QuickBooks
$60 hourly
- 5.0/5
- (0 jobs)
Accounting and Bookkeeping services provided to small and medium sized businesses - daily, monthly, quarterly Services are available as project-based or recurring on a monthly basis CPA with extensive experience across many diverse industries Thirty years experience in accounting and bookkeeping Real Estate Broker Association Management Specialist Quickbooks ProAdvisor Propertyware, Appfolio, Jenark, and Yardi experience Affordable Rates Do what you do best and we'll do the rest!

Financial Analysis
Accounts Receivable Management
WordPress
Microsoft Word
Accounts Payable Management
Intuit QuickBooks
Bookkeeping
Microsoft Excel
Bank Reconciliation
$100 hourly
- 5.0/5
- (4 jobs)
Profile Overview Not Yet entered

Financial Analysis
Analytics
Price & Quote Negotiation
Online Writing
Social Media Marketing
Business Writing
Internet Marketing
Business Mathematics
Market Research
Business Analysis
Google Analytics
$60 hourly
- 5.0/5
- (5 jobs)
Skilled financial professional specializing in tax preparation with a background in Investment Banking, Wealth Advisory, and Valuation. Diverse skill set in finance, banking, tax and accounting applications.

Financial Analysis
Financial Management
Financial Modeling
Financial Reporting
Bookkeeping
Business Valuation
Financial Accounting
Tax Preparation
Microsoft Excel
$200 hourly
- 4.9/5
- (20 jobs)
Are you a start-up or rapidly growing business in need of financial expertise to propel your success? Look no further! I am a highly experienced CFO offering top-notch financial services tailored specifically for start-ups and rapidly growing businesses. With over ten years of experience in public accounting, I have honed my skills as an auditor in prestigious accounting firms, including two Big Four firms and one national firm. Throughout my career, I have audited a diverse range of clients, spanning from startups to multi-billion-dollar companies in various sectors such as manufacturing, governmental, higher education, pharmaceutical, biotechnology, technology, semi-conductor, healthcare, industrial products, and retail. My expertise lies in handling both public and private clients, showcasing my versatility and adaptability in the field. With a proven track record in providing strategic guidance, financial planning, and analysis, I have the skills and knowledge to help navigate the complexities of your company's financial landscape. As a result-oriented CFO, I am dedicated to partnering with you to boost your profitability, optimize cash flow, and maximize your return on investment. From creating robust financial models to developing effective budgeting and forecasting strategies, I will work closely with your team to identify growth opportunities and drive financial sustainability. I will streamline your accounting processes, ensuring accurate and timely financial reporting to support informed decision-making. Moreover, I thrive in high-pressure environments, making me the perfect fit for start-ups and rapidly growing businesses. I understand the unique challenges and opportunities you face, and I possess the agility and adaptability needed to address them head-on. My expertise includes capital raising, financial risk management, and investor relations, vital elements in scaling and expanding your business. I pride myself on my strong attention to detail and my ability to communicate complex financial concepts in an easily understandable manner. By working with me, you can expect transparent and open communication, as well as a trusted partner who shares your passion for success. So, whether you require temporary CFO services or ongoing financial support, I am here to help you grow and thrive. Let's collaborate and take your start-up or rapidly growing business to new heights. Contact me now to discuss how we can work together!

Financial Analysis
CPA
Bookkeeping
Financial Reporting
Internal Auditing
Business Plan
Financial Accounting
Intuit QuickBooks
Internal Control
GAAP
$150 hourly
- 5.0/5
- (13 jobs)
• M&A expert with over $5 billion in closed transactions • Completed more than 400 buy side and sell side due diligence projects • 20+ years of deal experience (middle market and Big 4) • Former PwC Director, KPMG, and EY • Worked with clients across various industries globally (US, Asia, Europe) • MS in Data Science • Certified Public Accountant (CPA - Isr.) & MBA With over 20 years of experience leading financial due diligence for complex M&A deals and investments, I bring deep expertise in buy-side and sell-side due diligence. My financial modeling and valuation skills provide data-driven insights to inform high-stakes investment decisions. As an Ex-Big 4 (PwC, KPMG and EY), I have conducted hundreds of comprehensive due diligence and advised clients across industries on: Due Diligence (buy side and sell side) • Quality of Earnings analysis • Sales and profitability analysis at the SKU level • Deep dive on working capital trends and requirements • Net debt position and cash flows • Build data model to support valuation analysis • In-depth analysis of the target's financial statements, projections, and operating metrics • Review working capital, inventory, accounts receivable/payable, and cash conversion • Churn models and customers retentions model • Price cost volume analysis • Segmentation analysis • Profitability analysis - Sales by product line, channel, geography to assess growth • Research market size, industry trends, competitive landscape • Assess customer and supplier concentration risks • Interview management on operations, challenges, risks • Conduct management meetings with C level executives to assess business performance • EBITDA analysis and adjustments • Identify integration planning considerations and synergies • Summarize findings and recommendations in presentation to inform deal price Financial Modeling • Build robust Excel models to forecast performance • Incorporate assumptions on growth, margins, working capital, capex, depreciation • Model income statement, balance sheet, cash flow statement • Perform sensitivity analysis on key value drivers • Follow modeling best practices and formatting standards • Optimize for efficiency, transparency and flexibility • Partner with management to refine assumptions • Summarize key takeaways in presentation decks • Tailor models to needs of audience (Board, CEO, CFO etc) Business Plan Modeling • Build integrated financial projection models linked to operating metrics • Partner with management to develop assumptions • Model different growth scenarios and expansion plans • Forecast revenue based on pricing, volume, churn etc. • Project gross margin and net profitability over time • Model headcount, productivity metrics and staffing needs • Estimate capital expenditure requirements for growth • Calculate working capital needs based on business drivers • Model cash flows, free cash flow, and cash burn • Determine funding requirements and ideal capital structure • Evaluate impact of different financing options • Conduct breakeven analysis on fixed and variable costs • Include KPIs to track progress against plan • Enable dynamic charts, graphs and visualizations • Run sensitivity analysis on key operating variables • Provide flexibility to quickly iterate on scenarios • Follow modeling best practices for transparency and control • Summarize analysis and insights for management and investors • Update models periodically to track performance vs. plan I leverage advanced analytics tools such as SQL, Tableau, Power BI, Advanced Excel, ETL (Alteryx, Azure), and other tools to process data, build models, run analysis, and uncover actionable insights. With over 20 years of experience leading complex due diligence engagements, I bring extensive expertise in designing and executing customized diligence plans to uncover key insights and risks. My approach focuses on collaborating closely with clients to define the diligence scope based on deal objectives, identifying key areas of focus, and coordinating diligence activities across functions. I interact directly with target company management to collect required information, financial data, documents, and access for onsite diligence. Leveraging my financial modeling, data analysis and visualization skills, I carefully analyze diligence findings, draw out key insights, and summarize results in presentation decks, models and reports tailored to the deal and audience. I effectively communicate deal risks, value drivers, synergies and actionable conclusions from diligence to advise clients on price, terms, integration planning and value creation strategies. My systematic diligence management maximizes efficiency, insight and value delivery. I look forward to working with you. Please reach out so we can discuss working together.

Financial Analysis
Business Plan
Business Analysis
Startup Consulting
Financial Planning
Venture Capital
Mergers & Acquisitions
Private Equity
Due Diligence
Financial Model
Forecasting
Data Modeling
Alteryx, Inc.
Financial Modeling
Tableau
$160 hourly
- 5.0/5
- (141 jobs)
My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!

Financial Analysis
VLOOKUP
CPA
Bookkeeping
Data Analysis
Microsoft PowerPoint
Tableau
Microsoft Excel
Data Visualization
Google Sheets
Intuit QuickBooks
$60 hourly
- 4.8/5
- (12 jobs)
Need a Controller looking to dig into the weeds and help you? I have experience as a Controller in healthcare, manufacturing and private equity. I provide services ranging from getting a business setup on QuickBooks, developing and maintaining budgets and/or forecasts, analyzing and auditing monthly financials, to working directly with your local CPA for tax preparation. I have been through multiple independent annual audits and received exemplary comments on my work. If you're looking for a high level accountant who will look at the whole picture and is willing to do the dirty work, look no further! My goal is to provide accurate financial information that will help your business reach its highest potential. Jennifer W.

Financial Analysis
Financial Modeling
Financial Reporting
Data Entry
Budget Management
Financial Audit
$60 hourly
- 4.9/5
- (23 jobs)
Hi, I'm Bryan! I’m an experienced Data Scientist and Analytics Professional with a strong background in using data-driven insights and statistical analysis to solve complex business problems. My skills go beyond traditional data science; I specialize in processes automation, developing models, and providing actionable business intelligence—especially in the financial sector. With extensive experience working closely with Finance teams, I’ve built automation tools, advanced models, and insightful BI solutions. I bring a well-rounded toolkit, from cloud computing expertise to advanced data science techniques, to help businesses thrive in a data-driven world. Technical Tools: Cloud Platforms: Google Cloud, Azure, AWS Microsoft Tools: Excel, Power BI, Power Query, Power Automate Python Data Science Stack: Numpy, Pandas, SciKit-Learn, Matplotlib, Jupyter Notebooks R Programming: R Shiny dashboards, AWS Shiny Server Data Visualization: ggplot2, Matplotlib, Plotly SQL Mastery: MySQL, PostgreSQL, Microsoft SQL Server ETL & Database Architecture: Data Mining, Data Pipelines Statistical & Machine Learning Models: Linear & Logistic Regression, Econometrics, GAM Models Clustering, PCA, Decision Trees Advanced ML: Gradient Boosted Machines with XGBoost Why Work With Me? Whether you need a Data Scientist, Analytics Developer, or Financial Engineer, I’m confident I can add value to your project. I’m not just a technical expert; I focus on delivering solutions that drive business results. Reach out or send me an invite, and I’ll respond promptly. Let’s explore how we can collaborate to achieve your goals!

Financial Analysis
Automation
Jupyter Notebook
Portfolio Management
Financial Modeling
Analytics
Microsoft Excel
Machine Learning
Data Science
NumPy
pandas
MATLAB
SQL
Python
$75 hourly
- 5.0/5
- (3 jobs)
I’m a highly accomplished, results-driven finance executive with over 20 years of experience in finance and operations management. Specializing in nonprofits, start-ups, and organizations during times of transition. My expertise in finance management, accounting, team leadership, strategic planning, and continuous improvement have supported me in demonstrating my ability to streamline business operations that drive growth and increase efficiency as I seek to advance equity-minded practice to ensure positive outcomes for all. I have developed a robust portfolio of success stories in optimizing financial performance, finance and accounting operations, and regulatory compliance. Having maintained a history of unmodified external audit opinions, accelerated financial and accounting processes through automation, and enhanced board members understanding of financial performance. The majority of my endeavors have incorporated strategic and operational planning. In previous endeavors I effectively establish strategic plans due to my ability to understand the big picture of a situation while also being able to break it down into steps that are feasibly implemented. I designed, plan, and implement multiple projects in collaboration with stakeholders, in addition to supplying support and guidance to leadership. I have been able to steward multi-million-dollar projects and funding streams that are laser focused on project outcomes while devising compliant business plans, policies, priorities, and procedures. As a transformational leader, I relate to and collaborate with diverse groups of stakeholders. I have experience working with and leading a variety of teams. Not only can I skillfully collaborate with teams, but also have knack for making sure things happen after the meeting is over. I articulate a vision that connects the purpose of the organization to the people. I aim to inspire growth, promote loyalty, and instill confidence in the team. I understand that each person is unique and play the role of mentor and coach to the people around me. As a passionate problem solver, I want to see how a solution could solve many problems. Believing strongly in continuous improvement, my mindset is that problems are just opportunities for growth. Having the innate ability to penetrate into pretty much any field due to my talent for self-learning and extracting value by solving problems encumbering experts.

Financial Analysis
Compliance
Growth Strategy
Grant
Nonprofit Organization
Human Resource Management
Leadership Development
Change Management
Business Change
Strategic Plan
Financial Modeling
Financial Reporting
Financial Management
Business Analysis
Cash Flow Analysis
$100 hourly
- 0.0/5
- (3 jobs)
Analytic and results driven distribution/logistics, finance, and manufacturing leader with progressive experience offering expertise and accomplishments in the following areas: • Warehousing/Transportation • Plant Management • Controller • Facility Start Ups/Shutdowns • Budgeting, Forecasting and Financial Modeling • Inventory Management, Forecasting and Inventory Control • Employee Empowerment • Corporate & Site Specific Strategic Planning and Project Management • Cost Reduction • Continuous Improvement / Six Sigma • Low Volume/High Mix Manufacturing and Distribution • High Volume/Low Mix Manufacturing • Team Building and Leadership • Profitability/Cost Analysis/Reporting • Information Systems .

Financial Analysis
Balance Sheet
Startup Consulting
Chart of Accounts
Venture Capital Consulting
Tax Preparation
Intuit QuickBooks
Financial Reporting
Financial Policies & Procedures
Financial Accounting
Financial Statement
Financial Modeling
Microsoft Excel
Forecasting
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