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Hire the best Financial Analysts in New Zealand

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  • $50 hourly

    • 5.0/5
    • (14 jobs)
    Client feedback on my first Upwork consulting assignment: ⭐⭐⭐⭐⭐ "Hemant is a true professional. Hemant delivers on time and goes above and beyond. We now have a strong business plan, financial model, and a well-thought pricing strategy. The quality of the work is exceptional. He doesn't just do the job but he really cares about your business. His experience makes everything so easy. He can respond to any question. He is extremely quick and very intelligent. If you work with Hemant you are going to the next level." 🏆Profile Brief🏆 ✅ Qualified Chartered Accountant (~US CPA) and certifications in financial modeling and research ✅ 15+ years of financial and investment research experience working with global banking clients - Bank of America, Credit Suisse, Deutsche Bank, Truist, etc. ✅ In-depth equity research and valuation experience across industries and regions. Successfully executed and led investment research projects for public and private companies, managed research teams and Business Unit P&L. ✅ Switched to freelancing to expand my horizon beyond banks/institutional investors and leverage my experience to add value to a large spectrum of startups, niche firms and founders requiring financial modeling, research and financial planning & analysis (FP&A) specialization.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Personal Budgeting
    Marketing Analytics
    Financial Writing
    Financial Planning
    Investment Research
    Valuation
    Equity Research
    Financial Modeling
    Budget Management
    Microsoft Excel
  • $30 hourly

    • 5.0/5
    • (28 jobs)
    Key skills and experience include: - Master's of Applied Finance, career background in Wealth Management / Investment Advice - Market Manager for International Ecommerce Brand - Administrative Assistant for Coaching Business - Experience in various Financial Administration roles: Paraplanner, Accounts Payable, Accounts Receivable, Dealer Financing. - Currently studying a Professional Diploma in Applied Machine Learning: SQL, Python, Data Mining - Advanced Excel skills Other: - Norwegian / English translation and proof-reading - Proof-reading and editing legal documents
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    Customer Retention
    Investment Banking
    Investment Strategy
    Ecommerce Performance Optimization
    Financial Reporting
    Norwegian
    Finance
    Statistics
    Online Research
    Copywriting
    Microsoft Word
  • $50 hourly

    • 5.0/5
    • (10 jobs)
    🚀 Top Rated Plus | Power BI Expert With over 10 years of experience, I bring deep expertise in Power BI, DAX, SQL, Excel, and Python to deliver high-quality BI solutions. I transform raw data into actionable insights, helping clients make data-driven decisions. 👨‍💻 Services I Offer: Full-Stack Power BI Development: Complete BI solution setup, from data modeling to visualization. Custom Dashboards & Data Model Optimization: Enhance performance and user experience. Power BI Paginated Reports | Embedded Solutions & Row-Level Security: Secure, scalable, and customized BI integration. Let’s unlock insights from your data. ☎️Contact me to discuss how I can support your project.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Modeling
    Financial Modeling
    Business
    ChatGPT
    Microsoft Azure
    Analytics
    Data Analysis
    Microsoft Excel
    Python
    SQL
    Microsoft Power BI
    Business Intelligence
  • $40 hourly

    • 4.9/5
    • (19 jobs)
    I am CA and Associate member of CPA Australia, providing bookkeeping and virtual accountant services for small to large businesses. My experience and expertise include: 1. Bookkeeping 2. Month-end closing 3. Financial Budgeting 4. IRD FIlings and ATO Filings 5. Payroll 6. Reconciliation (bank, general ledger and balance sheet items) 7. Accounts payable 8. Accounts receivable 9. Financial Reporting 10. GST returns filing in NZ 11. BAS for Australia I have experience using: 1. Xero 2. Xero Payroll 3. Quickbooks 4. MYOB 5. Tally ERP 6. SAP My focus is to provide timely and up to date financial services to businesses and let them spend their time on the expansion strategies rather than juggling with financial compliances. My values are: 1. Desire to do well 2. Desire to feel fulfilling 3. Desire to create a difference Let's create the difference together!!!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Job Costing
    Financial Audit
    International Taxation
    Cost Accounting
    Report Writing
    Tax Preparation
    Financial Reporting
    Bookkeeping
  • $55 hourly

    • 0.0/5
    • (1 job)
    I am the money gal! I am a conversion specialist especially in service industries with 20 years experience in various sales roles including B2B, B2C, training, mentoring, recruiting and consulting. Closing sales is my part and parcel of what I do. I have worked in recruitment, property/real estate, banking/finance industries and use to fast paced coaching/mentoring sales environment selling high ticket services, think of Tony Robins or Rich Dad events. Selling intangible services requires an elevated skill set compared with selling tangible products. Skills and experience; • Creating lead generation funnels • Consulting - reviewing sales process to improve on sales or team sales (service industry) • High ticket closing - $20k+ packages • Recruiting sales team • Sales training and coaching teams - cold calling, warm calling and closing sales • Up-selling, cross selling, down selling • Building sales pipeline • Experience with B2B and B2C selling - services • Assist with pricing and package offerings • Customer retention Feel free to reach out for a no obligation discussion to see how I can best support you or your team in achieving your desired results. Best regards, Miranda Young
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    Sales Strategy
    Microsoft Office
    Sales Consulting
    Business Development
    Process Improvement
    Risk Assessment
    Recruiting
    Business Coaching
    Training Presentation
    Investment Strategy
    Account Management
    Sales
  • $325 hourly

    • 0.0/5
    • (0 jobs)
    I'm a Virtual CFO (Fractional CFO). I help SME's achieve financial growth and stability. Keen to meet over virtual coffee? Let's connect and explore new opportunities. A bit more about me - I've worked as full time CFO and financial partner for two decades across large, medium and small entities. - I was the youngest person to hold my position at each of the companies I worked for. - If you can't afford a full-time CFO but need strategic oversight, I can help. - At ASMA Limited, we work with businesses that want to scale, grow, or sell, especially when managing finances feels overwhelming. - I take the stress out of financial management so CEOs and business owners can focus on what they do best. - My goal is to help businesses make more money and run smoothly. - Wnat a package for ongoing services? We offer three typical packages as follows: - Launchpad Finance: -----> Ideal for startups and SMEs. -----> Monthly reporting, budget guidance, and cash flow insights. -----> Quarterly strategic assessments to ensure business success. - Growth Accelerator: -----> For businesses in growth mode. -----> Bi-weekly financial analyses, dynamic budgeting, and forecasting. -----> Monthly strategic advisement sessions. -----> Support in securing funding for business expansion. - Elite Financials: -----> For established businesses aiming for market leadership or diversification. -----> Weekly comprehensive financial analyses. -----> Monthly board-level strategizing. -----> Guidance on mergers, acquisitions, and bespoke financial project management.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Strategy
    Financial Modeling
    Financial Software
    Forecasting
    Financial Risk
    Business Planning & Strategy
    Business Consulting
    Financial Planning
    Strategic Planning
    Cash Flow Modeling
    Budget Management
    Management Accounting
    Financial Consulting
  • $15 hourly

    • 0.0/5
    • (1 job)
    I'm a seasoned finance professional, having traded forex professionally before eventually moving into asset management. Still trading forex, I've left the corporate world and work as a freelance foreign exchange consultant. My services include: • Professional organic content creation and writing. Suited to your audience (no AI). Anything from blog posts, articles, social media, website content, and more. • Copywriting including sales and advertising copy. • Editing & Proofreading. • Ghostwriting Books, eBooks, thought leadership projects and much more. • Technical analysis charting and trade ideas for your blog/audience. • Long-term forex research and/or forecasting. • Being based in New Zealand, I can also act as your pacific/asia correspondent, providing timely and accurate market updates for your audience. Aside from forex, I have a passion for writing, and creativity. I love developing engaging, high-quality content that is SEO-fit and guaranteed to boost your brand presence. I have sound knowledge in both fundamental (macroeconomic) analysis, and also advanced technical analysis. I look forward to hearing from you.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Strategy
    Podcast Writing
    Blog Content
    Blog
    Forecasting
    Technical Analysis
    Online Financial Trading
    Content Creation
    SEO Writing
    Financial Writing
    Financial Trading
    Forex Trading
    Trading Strategy
    Foreign Exchange Market
  • $15 hourly

    • 0.0/5
    • (0 jobs)
    Expertise: • High level understanding of International Financial Reporting Standards (IFRSs and IASs) and International Auditing Standards. • Advanced level expertise on Microsoft Excel, Word, Power-point, Outlook, Teams and various Google products etc. • Experience of working on various accounting software such as Xero, Quickbooks, SAP and Hyperion. • Use of tools like Power BI, Alteryx and different data analyzers. • Experience of working on various EY and PwC internally developed tools. Industries and Clients: Throughout my time with EY and PwC, I worked across various industries, such as: - Oil and Gas Sector (e.g., NZ Energy Corp.) - Private Equity Funds (e.g., PCF an elevate PE Fund funded by Crown, Implemented investment Solutions Limited) - Telecommunication (e.g., 2 Degrees NZ, Hexatronic) - Service Industry (e.g., NZ Post, Nelson Airport) - Construction Industry (e.g., WSP New Zealand) - Consumer goods manufacturing (e.g., VISY Group, Unilever etc.) - Energy Sector (e.g., Hitachi etc.) - Food Industry (e.g., Freshmax, National Foods) - Medical Sector (e.g., Ivoclar Vivadent Limited) - Automobile Industry (e.g., Navman Wireless, Hinopak Motors) Freelancing Objective: Finance and Audit Professional having more than 7 years of working experience in the world’s leading Audit Firms (PwC and EY). Achievement oriented professional with effective analytical and problem-solving ability, effective interpersonal skills and ability to communicate ideas at all levels, hardworking and well-organized effective team player with focus on team performance and meeting deadlines. With freelancing, I am looking to grow as a professional and take my skills to the next level by learning about different types of assignments. I am keen to provide excellent services to fulfil needs of my clients and use all my skills gained through my experience for completing the job to the best of my ability.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    International Accounting Standards
    International Financial Reporting Standards
    Corporate Finance
    Financial Accounting
    Finance
    Finance & Accounting
    Financial Consulting
    Financial Disclosure
    Financial Audit
    Financial Planning
    Light Bookkeeping
    Accounting Basics
    Bookkeeping
    Accounting
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    I am a dynamic and resourceful professional with 2.5 years of experience specialising in research and Investor Relations within the fintech and academic research sectors. Adept at navigating complex financial landscapes and committed to driving strategic growth, I am seeking opportunities to apply my skills in a challenging and rewarding environment.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Corporate Communications
    Environmental, Social & Corporate Governance
    FinTech
    Qualitative Research
    Customer Engagement
    Research Methods
    Report Writing
    Growth Strategy
    Brand Strategy
    Investor Roadshow
    Company Research
    Data Entry
    Market Research
    Academic Research
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    I am a qualified Chartered Accountant with a Bachelor of Accounting. I have 4.5 years of bookkeeping experience, 3.5 years in accounting, and 7 years in customer service. I am skilled in Xero, Excel, and data entry, offering financial and administrative support.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Management Consulting
    Analytical Presentation
    Light Bookkeeping
    Account Reconciliation
    Xero
    Excel Formula
    Microsoft Excel
    Customer Service
    Data Entry
    Bookkeeping
    Accounting Basics
    Accounting
  • $30 hourly

    • 0.0/5
    • (0 jobs)
    I’m a CPA Australia qualified tax professional with over a decade of experience working as a tax auditor, where I gained extensive expertise in New Zealand tax legislation and compliance. My deep understanding of tax laws, combined with my proactive approach to problem-solving, enables me to deliver effective solutions tailored to the unique needs of individuals and small businesses. Here’s what I can do for you: Tax Compliance & Advisory: Navigate New Zealand’s tax system with ease. I provide expert advice and ensure accurate GST filings, tax return preparation, and compliance reviews. Bookkeeping & Accounting: Streamline your finances with accurate bookkeeping, financial reporting, and data entry services using Xero and Microsoft Excel. Financial Analysis & Business Insights: Gain actionable insights with custom PowerBI dashboards and comprehensive financial analysis to make data-driven decisions. Business Advisory: Whether you're just starting or scaling, I can help optimize your financial strategy for sustainable growth. Why work with me? Proven Expertise: Over 10 years of hands-on experience resolving complex tax and compliance issues. Tech-Savvy: Proficient in tools like Xero, PowerBI, and Microsoft Office Suite to provide efficient and accurate results. Client-Centric Approach: I pride myself on being responsive, detail-oriented, and proactive, ensuring my clients always feel supported. Let’s collaborate to make your finances seamless and stress-free. Reach out today to discuss how I can help!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Technology Tutoring
    Data Entry
    Analytical Presentation
    Light Bookkeeping
    Bookkeeping
    Management Accounting
    Data Analysis
    Financial Accounting
    Tax Accounting
    Finance & Accounting
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