27 Best Financial Analysts For Hire In Pennsylvania

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$50 hourly
- 5.0/5
- (67 jobs)
Cryptocurrency Consulting and Services for Individuals and Businesses by the hour or project. Professional Bookkeeper, Crypto Enthusiast (since 2016) and Blockchain Data Expertise Former IT Professional, Programmer and Crypto Analytica and Audit Expert Experience Supporting variety of portfolio and tax prep services - Koinly and many others Created a range of Crypto related support and customer CSV tools for organizing, and managing large portfolios involving dozens of wallets/addresses, 10's of thousands for transactions, challenging assets and more. Also, created tools for DeFi and NFT's including an analytic/costing tool for NFTs across multiple chains (ETH/MATIC/AVAX/BSC/FTM) and addresses. Quickbooks expertise integrating crypto data for business and personal situations especially common assets like Bitcoin (BTC), Ethereum ((ETH) and stablecoins like USDCoin (USDC), Tether (USDT) and TerraUSD (UST).

Financial Analysis
Ethereum
In-App Support
Bookkeeping
PDF Conversion
Financial Audit
Expense Reporting
Cryptocurrency
Microsoft Excel
Blockchain
Intuit QuickBooks
Data Extraction
Tax Preparation
$45 hourly
- 5.0/5
- (12 jobs)
Buildium | Appfolio | Quickbooks | Financial Reporting | Financial Analysis | Statistical Analysis | Client Relations | Bookkeeping | | Financial Forecasting | Real Estate I am professional bookkeeper, financial manager and real estate agent. I have spent the past year as financial manager for a mid sized and rapidly growing property management company. My primary software experience is with Buildium, Quickbooks, and Appfolio. I specialize in account clean up and reconciliation projects. At my last role, I processed an average of $3000 a day of account payable invoices and $5,000 of receivables. I reconciled 8 bank accounts daily with 10-50 transactions per day. I was responsible for issuing 541 clients and vendors a 1099 tax form for the 2021 tax year. Additionally, I have extensive experience with data analysis and KPI tracking for the growth and development of a small to mid sized company. Excel is a program I feel very comfortable with in order to produce efficient and accurate financial records.

Financial Analysis
Account Reconciliation
Tax Preparation
Financial Report
Pro Forma Statement
Data Analysis
Business Intelligence
Property Management Software
Property Management
Finance & Accounting
Payroll Reconciliation
Bank Reconciliation
Microsoft Excel
Payroll Accounting
Bookkeeping
$35 hourly
- 4.8/5
- (20 jobs)
I have a Bachelor's Degree in Accounting and own a small accounting service business. While managing a mixed medical practice for almost five years, I became proficient in all aspects of accounting and administrative work relating to small/medium sized business management. I excel in the areas of bookkeeping, account clean-up, planning, auditing, and data entry. I am also QuickBooks ProAdvisor Certified, TSheetsPro Fundamentals Certified, and am extremely proficient in Microsoft Office, with a focus in Excel. Many of my current clients found me when needing large account clean-ups or auditing help. Many businesses find themselves in a pickle with books falling behind, unbalanced accounts, or trouble after attempting to integrate applications into their QuickBooks account. I pride myself in the results I have and the time at which I am able to complete these types of tasks. I would be happy to further discuss my abilities and rates with anyone who feels that I am a fit for their needs. I take in a small number of clients in order to provide the best quality service to each position. This does not allow me to complete many jobs in a short amount of time. I have provided a couple of other reviews from my QuickBooks profile below to accompany the reviews here. Reviews: Always able to help!! Dr. Becky "Melissa has been performing my bookkeeping and payroll for quite a while and I am very happy! She has great response times, gets work done quickly, is very knowledgeable and professional. I will continue using her for as long as I have a business!" AMAZING!!! AJ - CEI Concrete "Melissa is truly amazing! She is extremely knowledgeable and helpful. She is definitely an asset to have on our side. We love her!!! We highly recommend Melissa and we swear you won't be disappointed."

Financial Analysis
Administrative Support
QuickBooks Online
Bookkeeping
Microsoft Office
Budget Management
Data Entry
Microsoft Excel
$125 hourly
- 4.9/5
- (32 jobs)
I am a consultant providing automation and data analysis solutions to my clients. I am a technical expert in Excel, Excel macros (VBA), as well as Power BI. This technical expertise is coupled with my strong business background evidenced by my CPA license. The business and technical skill set that I possess allows me to provide my clients the efficiencies and automated solutions that they are looking for while simultaneously understanding the goals of your business. • Big 4 Consulting Experience (Large International Companies) • Owner of consulting firm (Primarily focused on small businesses)

Financial Analysis
Visual Basic for Applications
CPA
Power Query
Microsoft Power BI Development
Microsoft Power BI Data Visualization
Automation
Business Intelligence
Microsoft Power BI
Data Analysis
$150 hourly
- 5.0/5
- (2 jobs)
My career spans leadership and execution roles across data, finance, and engineering. I've grown digital audiences from 0 to over 1M, raised $9M in venture capital and participated in sale of 2 companies, including a financial media company and a digital advertising agency. I thrive under pressure and am very comfortable managing abstract projects with lots of complexity.

Financial Analysis
Pitchbook
IT Consultation
Lead Generation
Data Analysis
Sales Funnel Copywriting
ActiveCampaign
Financial Modeling
Mergers & Acquisitions
Startup Consulting
Venture Capital Consulting
Marketing Automation
Fundraising
Advertising
$75 hourly
- 5.0/5
- (1 job)
As a Certified Public Accountant (CPA) and founder of Mana Accounting & Advisory, I am dedicated to the mission of empowering businesses through financial data. Our foremost goal is to foster the growth and success of businesses through accounting, bookkeeping and CFO work that moves them forward. At Mana Accounting & Advisory, we cater to a diverse clientele all around the United States, including law firms, startups, content creators, and small businesses, addressing their accounting, bookkeeping, and advisory needs. Some of our services include: -“Catch-up” accounting assistance to bring books up-to-date and tax-ready. -Ongoing monthly bookkeeping and accounting support. -Setup and configuration of Zoho Books or QuickBooks, and Chart of Account structuring. -CFO, Controller and Advisory Services, including cash flow forecasting, budgeting, and KPI tracking. -Process building and process improvement tailored to individual business needs. -Payroll setup and processing. -Tax preparation and strategic tax planning assistance. We are a tech-froward firm, and believe technological integration and automation should be a core part of accounting framework. We integrate into your systems. Our specialization extends to a suite of applications, including: -Zoho Books -Zoho Expense -Zoho Analytics -Zoho Inventory -QuickBooks Online -QuickBooks Payroll -Gusto -Google Suite -Fathom -Jirva At Mana Accounting & Advisory, our commitment transcends mere financial management; we aspire to catalyze business ascent by providing accurate financial insights and growth-oriented advisory, empowering decision-makers to navigate with confidence and clarity. If you seek to discover the potential of finance to propel your business to new heights, we invite you to get in touch today!

Financial Analysis
Accounting Tools Setup
Accounting Software
Accounting Advisory
QuickBooks Online
Accounting
KPI Metric Development
Cash Flow Modeling
Cash Flow Analysis
Finance & Accounting
Zoho Books
CPA
Bookkeeping
Payroll Accounting
Intuit QuickBooks
$150 hourly
- 5.0/5
- (2 jobs)
I have commercial real estate investment analysis, research, operations and transaction experience across the US. I previously held corporate positions in real estate investment analysis, acquisitions, dispositions, marketing and sales.

Financial Analysis
GIS
Geography
Project Management
Real Estate Investment Assistance
Urban Planning
ArcGIS Online
Market Analysis
Ecommerce Website
Due Diligence
Sales & Marketing
Market Research
$48 hourly
- 4.6/5
- (11 jobs)
Hi! I produce GAAP standard financial statements, track expenses, and I help small- and medium-sized companies achieve favorable investment outcomes by measuring risk using 'What IF' analysis in Excel. I encourage clients to distinguish between good decisions and good outcomes by recognizing that outcomes always have an element of chance, and part of business is protecting ourselves against bad outcomes. So allow me to help you do your best to achieve favorable investment outcomes by making good decisions. The How: I analyze quantitative data that's useful in making those decisions which help us change what happens in the future. I measure the numerical values, interpret the data into information, and then structure the information so it can be used to evaluate the risk, performance and health of your business.

Financial Analysis
Ecommerce
Data Analysis
Real Estate
Project Risk Management
Budget Management
Pro Forma Statement
Inventory Management
Investment Strategy
Financial Projection
Stock Option Agreement
Microsoft Excel
$87 hourly
- 5.0/5
- (22 jobs)
My core service offering focuses on turning data into information using Excel and VBA, or Google Sheets. I can create powerful, user friendly dashboards and analytic models that will help you understand and control your business, or upgrade your existing models so they are reliable and easy to use. About me: - I am an expert Excel modeler and finance professional with over 20 years of modeling and financial management experience. - I have the UK ACA qualification and am a Fellow of the Institute of Chartered Accountants in England and Wales. - My main industry experience is in Telecomms, Higher Education, Entertainment, Investment Banking, and audit. - I have particular expertise in IT Finance including financial and management accounting and business cases for tech based projects - I'm experienced at working with stakeholders at all levels in a wide range of organizations from blue chip to SMEs. - I will listen to what you need, and work with you to achieve a great result.

Financial Analysis
Visual Basic for Applications
Financial Planning
Forecasting
SQL
Visual Basic
Financial Reporting
Financial Modeling
Database
Accounting Principles & Practices
Budget Management
Balance Sheet
Microsoft Excel
$50 hourly
- 5.0/5
- (1 job)
Accounting, Audit, and Finance professional with 11 years in public and private accounting including Big 4, and experience in the Defense & Space, pharmaceutical and utility industries. Held various positions with duties that included maintaining accurate books and records, budgeting, forecasting, long-term strategic planning, assessing Internal Controls (SOC1 Reporting) Sarbanes Oxley (SOX) testing, contract negotiations, and Internal Audit. Technical skills: include Database Management (SQL and SAS), Microsoft Office Suite (Excel/Word/PowerPoint), MS Access, Photoshop, IDEA Data Analysis, SharePoint, SAP, NetSuite, QuickBooks, Workiva, Bill.com, Oracle E-Business Suits, Smart Excel, and Vision.

Financial Analysis
Tableau
Financial Consulting
Analytical Presentation
Finance & Accounting
Accounting Software
Accounting Advisory
Microsoft Office
Excel Formula
Microsoft Excel PowerPivot
Accounting
Financial Accounting
Financial Variance Analysis
$95 hourly
- 4.7/5
- (23 jobs)
As a virtual CFO, with almost 30 years of experience, I specialize in helping small and mid-sized businesses, and real estate investors, boost their financial strategies, overcome challenges, and accelerate growth so they can be better informed about their business and have the ability to make good business decisions. Do you struggle to understand your financial information? You know you need to set and hit targets, but you don’t know what they should be. Are you struggling with cash flow? Do you need to get funding or simply need to better your relationship with your bank? Or maybe you simply need to better understand where your business stands each month and where improvements can be made. Oh, by the way, we love start-ups and very young business too! If you recognize yourself in any of those questions, I can help! ⌚ I can help you get more time to focus on running your business, clarity around your financial information, better control over cash flow, and a budget to help you make better decisions. I can provide forecasting and planning, management reporting, strategic management analysis and Key Performance Indicator creation with custom dashboards. 🏗 If you are a start-up or young business, well I am happy to help you too. With special ‘start-up’ pricing, I can get you set up on Quickbook Online and create a streamlined and efficient process that will always keep you on top of your numbers, allowing you to go out and do what you love. Create and grow your business. 📈 With a background that includes positions such as controller, CFO, and owner of several highly successful businesses, I bring a wealth of unique insight into what business owners need. I don’t spend time doing tax returns, so I am able to devote all of my time to your data. 🏦 I’ve worked with clients from a variety of industries, but my specialties are helping small business owners take control of their financial information, working with owners that have multiple businesses and real estate investors. QuickBooks Online Certified QuickBooks Online Advanced Certified My services include the following: Virtual CFO • Budgeting & Forecasting • Business Analysis & Visualization • KPI Reporting & Dashboard Creation • Management Reporting • Strategic Management Analysis • Financial Analysis Accounting & Bookkeeping Solutions • Financial Controller Services • Accounting Team Management • Inventory Accounting & Procedures • Full-Service Bookkeeping • Monthly Close & Reporting CHECK OUT MY PORTFOLIO Financial reports are fantastic and yes, we review those with you. But sometimes it’s nice to see things visually. I provide you with customized reports, tailored to your business. What do you want to see every month? How do you want to see it? Charts, graphs and reports can all be customized to you and your business. Outsource CFO packages: I offer packages based on your current needs as well as hourly pricing. Let’s take 15 minutes to chat and find out if we are a good fit for each other.

Financial Analysis
Accounts Payable Management
Payroll Reconciliation
QuickBooks Online
Finance & Accounting
Accounts Receivable Management
Financial Accounting
Balance Sheet
Account Reconciliation
Bookkeeping
Bank Reconciliation
Data Entry
Income Statement
Microsoft Excel
Intuit QuickBooks
$70 hourly
- 5.0/5
- (1 job)
I enjoy working with data, starting from the sourcing to the end visualization to help solve complex problems, answer difficult questions and make better informed decisions. I am an experienced financial analyst with high level knowledge in business and management accounting. I am your go to guy to solve all your financial needs from compliance to process control. Lets connect!

Financial Analysis
Microsoft Power BI Data Visualization
Cognos Analytics
Management Consulting
SAP ERP
Financial Consulting
Financial Planning
SQL
Data Visualization
$40 hourly
- 5.0/5
- (3 jobs)
I offer time and resources to companies and individuals looking to get the best value for an accountant. I am happy to lend a hand and provide accounting with a positive attitude!

Financial Analysis
Finance & Accounting
Accounting Software
Visualization
Data Analysis
Data Entry
Communication Skills
Forecasting
Financial Modeling
Journal Entries
Bookkeeping
Technical Accounting
Cost Analysis
Accounts Receivable
Accounts Payable
$125 hourly
- 5.0/5
- (23 jobs)
I help companies grow and thrive by providing real estate acquisition and valuation services, budget preparation, financial models and cash flow projections, monthly financial reviews, KPI development, fractional CFO, and consulting services. I am a former real estate/property management CEO with 30+ years of experience. I founded and managed a $8.0 million real estate business with 40+ employees, collected over $50+ million in annual rent, signed 12,000+ leases, and completed 100+ real estate acquisitions and flips. I sold my real estate business in 2024 to a large private equity firm for 8X EBITDA. Now, I am looking to help others by offering the services below. ➡️ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗠𝗼𝗱𝗲𝗹: Gain a clear view of your investment’s financial future with monthly, annual, and 5-year models, including NOI, cash flow, IRR, and total profit. I also offer “what-if” scenario testing. ➡️ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Get a comprehensive valuation of an income-producing business or real estate properties to assess fair market value and make informed decisions. ➡️ 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Navigate funding options like equity, loans, and mortgages. I will help find the right lender and create financial projections for approval. ➡️ 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁: Weekly, monthly, or quarterly cash flow models reveal trends and forecast your financial health, helping your business thrive. If cash is a business's lifeblood, then you need this information to thrive. ➡️ 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗻𝗱 𝗞𝗣𝗜 𝗥𝗲𝘃𝗶𝗲𝘄: Maximize growth with monthly reviews, performance tracking, and strategy adjustments. Includes regular meetings to discuss results. ➡️ 𝗕𝘂𝗱𝗴𝗲𝘁 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴: Develop 12-month and 5-year budgets to project revenues, expenses, and cash flow, helping you achieve your goals. ➡️ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗠 & 𝗔: Develop a tailored growth strategy through organic expansion or acquisitions to realize your business vision. ➡️ 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Leverage 30+ years of real estate and property management experience to fast-track success through one-time or weekly sessions. ✅ 𝗧𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱, please 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 or 𝘄𝗮𝘁𝗰𝗵 𝗺𝘆 𝗽𝗿𝗼𝗳𝗶𝗹𝗲 𝘃𝗶𝗱𝗲𝗼, where I explain my background and what services I offer. I am happy to hop on a Zoom call to discuss your goals and how I can help you. ✅ 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 𝗮𝗻𝗱 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝘀𝘁𝗼𝗿𝘆 ✔ BS from 𝗦𝘁. 𝗝𝗼𝘀𝗲𝗽𝗵’𝘀 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆 ✔ MBA from 𝗣𝗲𝗻𝗻 𝗦𝘁𝗮𝘁𝗲 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆. ✔ 10+ years in 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝘁𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 work with AlixPartners ✔ 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝗿𝗼𝗸𝗲𝗿 in the state of PA (RM422578) ✅ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗮𝗻𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 ✔Started real estate investing in 1999, then went to a full-time real estate professional in 2005 ✔ 𝗠𝗮𝗻𝗮𝗴𝗲𝗱 𝗼𝘃𝗲𝗿 𝟵,𝟱𝟬𝟬 𝗿𝗲𝗻𝘁𝗮𝗹 𝘂𝗻𝗶𝘁𝘀 over the last 20 years ✔ Bought, fixed up, and sold over 𝟭𝟬𝟬+ 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀 with a combined value of $50+ million ✔Built and managed a $𝟳.𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗶𝘁𝗵 𝟰𝟬+ 𝘀𝘁𝗮𝗳𝗳, 𝗰𝗼𝗹𝗹𝗲𝗰𝘁𝗲𝗱 𝗼𝘃𝗲𝗿 $𝟱𝟬+ 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝗿𝗲𝗻𝘁, 𝘀𝗶𝗴𝗻𝗲𝗱 𝟭𝟮,𝟬𝟬𝟬+ 𝗹𝗲𝗮𝘀𝗲𝘀 𝗮𝗻𝗱 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝗼𝘃𝗲𝗿 𝟭𝟬𝟬𝟬 𝗲𝘃𝗶𝗰𝘁𝗶𝗼𝗻𝘀 ✔ Author of "𝗟𝗮𝗻𝗱𝗹𝗼𝗿𝗱 𝗦𝗲𝗰𝗿𝗲𝘁𝘀," an Amazon bestselling book that is a comprehensive guide for landlords.

Financial Analysis
Cash Flow Statement
Pitch Deck
Real Estate Financial Model
Microsoft Excel
Discounted Cash Flow
Financial Consulting
Cash Flow Modeling
Financial Projection
Financial Modeling
Financial Model
Real Estate Financial Modeling
Real Estate Business Plan
Real Estate Acquisition
Property Management
$225 hourly
- 5.0/5
- (1 job)
- I've been doing Web development for over 20 years - Co-founded a few technology startups over the same period - Sold one to Private equity - Purchased over 20 digital assets (mostly B2B SaaS applications) - Now, I help others with small business acquisitions (from sourcing to growth)

Financial Analysis
Financial Modeling
Financial Analysis & Valuation
Market Research
Pitchbook
Business Analysis
Company Valuation
Business Valuation
Private Equity
Due Diligence
Mergers & Acquisitions
$50 hourly
- 5.0/5
- (35 jobs)
I specialize in bookkeeping and financial analysis for small, online based businesses, usually ecommerce businesses. I regularly work with Quickbooks and Xero (certified in both), and Gusto. I learn new software very quickly and easy, and frankly I love learning new software. Over the last 15 years, I have completed my Bachelor's Degree in Accounting and have worked basic office jobs during those years. I have done bookkeeping that includes taking bank statements, reciepts and old checks and balanced bank accounts. I have also prepared monthly, quarterly and yearly financial statements for companies. I also have 6+ years as a government tax auditor. I have a very diverse background using the Microsoft Office suite, particularly Word and Excel. I really enjoy doing accounting work and preparing statements for people to learn about the company from.

Financial Analysis
Xero
Financial Reporting
Bookkeeping
Accounting Principles & Practices
Accounting Software
Payroll Accounting
Intuit QuickBooks
$35 hourly
- 5.0/5
- (18 jobs)
Forty year old business professional with a history in entrepreneurship, wealth management and insurance. I started and owned my own business at the age of twenty, worked on the wealth management side of the investment industry for six years and ultimately migrated to the premium finance industry. I recently made my corporate exit in order to freelance full time. I can guarantee that I possess the primary skills and self-discipline necessary to complete any job you may have available. Please feel free to contact me with any questions you may have. Thanks!

Financial Analysis
File Management
Personal Administration
Asana
Scheduling
Virtual Assistance
Event Management
Event Planning
Financial Accounting
Microsoft Office
Financial Management
Administrative Support
$45 hourly
- 5.0/5
- (2 jobs)
Hello! I am a Columbia/Stanford engineering graduate with over 15 years of deep Excel experience performing data analysis, project finance, and energy planning. I love slicing, dicing, presenting, and understanding data, and no job is too small! My forte is listening to a client and understanding a project’s needs, building a standardized product that is user-friendly, and executing quickly and efficiently. I’ve used Excel across a multitude of different projects, small and large, corporate and personal. Below are a few examples of my Excel work: 1) Developed a municipal utility 10-yr pro forma to forecast revenues, expenses, and capital project spending to help board set utility rates. 2) Created comprehensive and flexible discounted cash flow models for commercial solar projects that included project operating cash flows, financing, and accounting statements. 3) Pulled together disparate big data to create utility hourly electric load and renewable resource generation dashboard to give insight into hourly market price exposure for utility’s power portfolio. 4) When I decided to buy a house, I made my own rent vs. buy a home cash flow model to determine which was the better option. 5) Built a pro forma to show economics of a community solar project. 6) Created from scratch a 10-yr renewable power portfolio cost model that forecast power costs for a diverse portfolio of clean resources (wind, solar, geothermal, hydro). 7) Constructed a monthly bill reconciliation tool that reconciled changing bill data across a wide variety of bills for a utility. 8) For my personal use, I created a monthly budget/daily spending tool that budgets and tracks my daily monthly spending to help me meet my financial goals. 9) Developed discounted cash flow valuation of an existing nuclear plant.

Financial Analysis
Energy
Cash Flow Modeling
Macro Programming
Data Analysis
Microsoft Excel PowerPivot
Budget Management
Microsoft Excel
$75 hourly
- 4.7/5
- (85 jobs)
Are your books "messed up"? I excel at cleaning-up complex accounting messes. I will perform a detailed Diagnostic Review of your QuickBooks account and I will go over my findings with you. Are you looking for ways to increase profitability? Do you struggle with your QuickBooks account? Do you want to make sure that you are doing things correctly? Are you wasting time on keeping up with your bookkeeping? Do want an accountant that you can turn to for answers regarding accounting concerns and QuickBooks questions? If you replied Yes to any of these questions, I can help you! I offer full-cycle accounting services, CFO-level functions, training, troubleshooting, consulting, app integrations and more. Not only am I a strong accountant who is great at closing the books & reporting, I am an operational accountant who understands the purpose & mechanics of business. I have 30 years of accounting experience. I have held such positions as VP of Finance, CFO, Controller, Accounting Manager, etc - primarily in the banking industry. In addition, my experience ranges from start ups and small businesses all the way up to and including multi-national corporations and Fortune 100 concerns. My extensive background allows me to provide well-rounded services to my clients. I treat every project with the same strong business ethics and confidentiality. I have extensive experience with numerous accounting software packages including all versions of Quickbooks, Xero, Freshbooks, Netsuite, etc. My experience includes handling all aspects of accounts receivable and accounts payable, processing payroll, reconciling bank and credit card statements, budgeting and budget variances, short & long-term strategic planning, financial analysis, vendor management, preparing/reviewing tax fillings, project cost accounting, maintaining fixed assets and depreciation schedules, preparation of financial reports, performing month-end close, invoicing and collections, and much more. In addition, my computer skills are highly refined. Why settle for what your business did last month, when can you see where it is going next. Your business demands an accomplished accountant who works well independently and with a team; has excellent organizational and communication skills; and is experienced with large and small companies and startups.

Financial Analysis
Cost Accounting
Financial Reporting
Cash Flow Analysis
Budget Management
Intuit QuickBooks
$95 hourly
- 5.0/5
- (64 jobs)
What I offer is simple: engaging content on an array of financial topics suited for experienced professionals and casual readers alike. I hold an MBA in finance as well as a BA in English Literature with experience at Oxford University, UK. My work has been reviewed in The Wall Street Journal. I have written for publishers as well as online resources like Nasdaq, Business Insider, and Seeking Alpha. Discover the value of one writer devoted exclusively to you.

Financial Analysis
Financial Prospectus Writing
Writing
Investment Research
Article Writing
Content Writing
Financial Writing
Business Writing
Business Plan
$165 hourly
- 5.0/5
- (166 jobs)
I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses

Financial Analysis
Startup Consulting
Financial Modeling
Cash Flow Modeling
Financial Reporting
Private Equity
Financial Projection
Real Estate Financial Modeling
Accounting Principles & Practices
Business Analysis
Business Modeling
Real Estate Investment Assistance
Microsoft Excel
Google Sheets
$50 hourly
- 5.0/5
- (8 jobs)
I have worked in accounting and finance for over 10 years and gained experience in a variety of different areas. I am both a Certified Public Accountant and Certified Management Accountant. I am also a QuickBooks Online Advanced Certified ProAdvisor. Prior experiences include core general accounting activities including journal entries, balance sheet reconciliations, general ledger maintenance, along with other period end closing activities. I also have gained a strong understanding of GAAP and relevant compliance related issues. Most recently I have been more focused on the strategics aspects of finance and accounting including budgeting, forecasting, and reporting of financial results to business partners. I have a broad base of finance and accounting knowledge that I can apply across a variety of different projects. I would be happy to provide more detail on my background as needed.

Financial Analysis
Bookkeeping
Corporate Finance
Financial Management
Financial Reporting
Intuit QuickBooks
Financial Accounting
Tax Preparation
$135 hourly
- 5.0/5
- (222 jobs)
I am a former Finance Manager (14 Years) who has created P&L Models for Fortune 500 and start-up companies, forecasted sales for GSK Consumer more accurately than the Walmart dedicated sales team, and analyzed cost variances on over $300M in annual purchases. I've created forecast models for one of the world's largest nonprofits to help make informed decisions. I am also an Excel Macro Guru (VBA & TypeScript) (20+ years). I love data analysis I have a passion for making things "just work" whether it is beautiful executive dashboards or automating time-consuming/error-prone processes. - A business and finance manager/analyst that can program - hard to find someone who does both sides exceptionally. I build Executive Dashboards so CEOs can quickly understand and can automate the entire data stream. - Expert in automating QuickBooks output to Excel Pivot Tables and Dashboards - Dashboards, Scorecards, and Executive Summaries - Automation: Using VBA macros, Power Query, Pivot Tables, and advanced lookups/formulas - Simplifying Advanced calculations and Pivot Tables. - Nielsen reporting and analysis (GPG/OTC/Consumer Healthcare/Seafood/Meat/Snacks & More) - Financial Reporting/analysis. - Processing, manipulating, and analyzing large sets of data. - Breaking/Removing passwords on sheets - Any password, Any version of Excel. - Formatting: Making things look good while guiding the user to the important data points. - Optimizing files for size and speed - Taking files from 5 Minutes to under 1 second calc time. - Using the simplest solution possible - make it faster, easier to understand, and easier to modify if needed. - Almost anything else: If you can dream it, I can do it. Recently quoted in Forbes Magazine in an article on Akkio’s Conversational AI. Excel Certifications (LinkedIn) · Cert Prep: Excel Microsoft Office Expert (77-728) · Cert Prep: Excel Microsoft Office Specialist (77-727) · Master Excel · Excel Power Query Get Transform · Excel: Advanced Formulas and Functions · Excel: Advanced Formatting Techniques · Excel: Managing and Analyzing Data · Excel: Pivot Tables in Depth · Creating Interactive Dashboards in Excel · Excel Business Intelligence: Power Query · Excel Business Intelligence: Data Modeling 101 · Excel Business Intelligence: Power Pivot and DAX Past projects include: Automation: I have programmed Access and Excel applications and automated many processes: - Pulling Nielsen NITRO data through Excel can take a long time; open files, refresh data, save, close, repeat. I wrote a VBA macro for running entire directories - push 1 button, and you can literally walk away - dozens (or even hundreds) of reports update to the latest data with no intervention. - I wrote a UPC utility in VBA for adding/stripping UPC digits that is in use over a decade later at a $37B drug company - One morning, I was given the task of comparing 12 sets of sheets from 2 separate sources, the person who used to do it took 3 days spot-checking the files, by hand. Before lunch, I had written, tested, and debugged VBA code that compares any 2 Excel sheets and had compared every single cell, on all 12 sets, for any differences - color-coded by how large the variance. Models/Analysis: I have created dozens of financial models in Excel, examples include: - The full P&L forecasting model that has been used by Star-Kist since 2008 ($900M+ in sales) - 152 Sheets, 3.7M formulas, Calculates in 15 seconds - Building from bottom-up and allocating OH costs down to the SKU and Channel for every P&L line item. - Fish cost forecasting model that takes projected fish costs and forecasts amortization down to finished goods SKU level by month. - Build/Burn analysis model that takes all products shipped vs Nielsen and retailer POS to project inventory movement by customer. - Weekly retail (POS) consumption application and analytical tools that consolidated Nielsen Data, Walmart (when Walmart was not reporting into Nielsen) Club, C-Store, Dollar store, etc, and gave a 98%+ complete view of all consumption. Formatting Charts and Data: I have created scorecards and dashboards that not only look nice but convey important information in the most understandable way. For example, New Item Scorecards that are color-coordinated with the products - Blue Themed for Wild Planet Tuna, Green/Black themed for Wild Selections Tuna, so users can quickly find the correct report in a stack of dozens of reports and each chart in the report is displayed in the best format for that data. Optimizing: I also optimize Excel files for speed and size and have taken files in the 5MB range and reduced to 0.5MB range with no loss of data or functionality, and have optimized files that take over 5 minutes to calculate and reduced that to under 1 second with no loss of data or functionality. I use proprietary software to test calculation speeds (formulas and VBA) to make sure your workbooks run as fast as possible.

Financial Analysis
Data Analysis
Automation
Spreadsheet Software
Business Consulting
Dashboard
Macro Programming
Visual Basic for Applications
Microsoft Excel
Spreadsheet Automation
KPI Metric Development
Analytics
Financial Modeling
Business Analysis
Financial Reporting
$135 hourly
- 5.0/5
- (66 jobs)
I help food businesses leverage data to become more strategic, efficient, and profitable. After graduating from Georgetown University, I led analysis for Sweetgreen, generating insights and building tools that produced financial results and operational efficiencies, enabling the business to grow 6x during my 5-year tenure. Since 2018, I have impacted over 75 food businesses as a consultant, providing strategic and analytical services to optimize their menu offerings and grow their bottom line. My skills include: - Menu Strategy (Food Costing, Pricing Strategy, Menu Engineering) - Business Analysis (Custom Dashboards, Cost & Sales Analysis, Financial Forecasting) - Business Strategy (Market Research, Business Planning, Sourcing & Procurement) - Operational Systems Development (Inventory Management, Supply Chain Forecasting, Prep Production) Organizations I have worked with include: - Small to Medium-Sized Restaurant Groups - Quick Service and Full Service Restaurants - CPG Brands - Food Trucks - Bakeries and Cafes - Grocery Markets - Caterers - Food Industry Technology Companies Programs I have worked with include: - Spreadsheets (Microsoft Excel, Google Sheets) - Accounting & Restaurant Software (Compeat, MarginEdge, Quickbooks, Wave, Bill.com) - POS Systems (Micros, PCAmerica, Lightspeed) - Cloud Storage (Google Drive, Dropbox, Box) See more at lianesullivan.com and contact me to schedule an introductory call.

Financial Analysis
Business Analysis
Business Plan
Cost Analysis
Pricing Strategy Consulting
Sourcing
Operating Systems Development
Retail Sales Management
Food & Beverage
Microsoft Excel
Competitive Analysis
Data Analysis
$200 hourly
- 0.0/5
- (0 jobs)
Proven finance leader with a focus of being a valued business partner and problem solver, driving growth, change, and financial discipline. Successful career working in the technology sector, with Fortune 500 companies, mid-size companies and a technology start-up. As a trusted advisor, Jim draws on his Business Unit CFO roles with CA Technologies creating lasting partnerships with the business leadership, anticipating and solving issues, implementing financial reporting that ‘tell a story’ and not just providing spreadsheets with lots of data. Jim is also a roll-up the sleeves leader in solving problems, intertwining functional activities while gaining efficiencies and improving margins. Jim also draws on his experience at DataCore Software, a technology start-up, where he was instrumental in building the company from its infancy, with one small office, to a multi-national company with revenues in the tens of millions. These strengths are reflected in many of Jim’s accomplishments at CA Technologies and DataCore Software. A few of these accomplishments are: • Increasing business unit margins from 1.6% to 10% (CA Global Services, BU CFO); • Driving change through education / training and financial discipline leading all Services Geo’s to profitability for the first time on company history (CA Global Services, BU Controller); • Improving cash-flow; • Improved pipeline and forecast accuracy; • 30% headcount savings by implementing new technologies and integrated workflows.

Financial Analysis
Post-Merger Integration
Contract Management
Business Transformation
Accounting Principles & Practices
Financial Planning
Forecasting
Mergers & Acquisitions
Business Plan
Change Management
$25 hourly
- 5.0/5
- (26 jobs)
I am a Data entry professional. I have 8 years experience in Quickbooks including data entry, bank reconciliation, and billing. I also have experience with Microsoft Excel and other programs. I have also worked under an accountant doing data entry and helping to prepare taxes.

Financial Analysis
Invoicing
Accounts Receivable
Balance Sheet
FreshBooks
Bookkeeping
Intuit QuickBooks
Accounts Payable Management
Bank Reconciliation
Data Entry
Microsoft Excel
$75 hourly
- 0.0/5
- (0 jobs)
Performance improvement oriented financial and operational executive with exceptional interpersonal and technical skills that were developed through experience in various industries such as consulting, financial services, natural resources and education. Known for a keen ability to develop teams for high performance from both a team and an individual perspective. Manage complex deal development and contracting to ensure target objectives while meeting client expectations. A practical strategist who has led executive teams through formulating a coherent strategy, developing the operational systems to deliver successful outcomes. Strong ability to trace strategy into execution through strong program management and process improvement skills. Sales | P&L Management | Senior Relationship Development | Strategic Partnership Constructs | People Motivator | Applications & Business Process Outsourcing | Complex Program Management | Functional - Supply Chain, Procurement | Finance, Operations, Digital Technology | Large Scale Systems Integration • Business Advising: A trusted advisor that is capable of simplifying complex aspects of deal structures/programs and financials into actionable strategies for tangible outcomes. A key aspect here is to assess cultural environment and size of organization to adapt programs for maximum adoption. • Growth: Lead annual planning process to create a cohesive roadmap to support expansion of business for a 7-9% YoY revenue growth that had an associated 100 basis point YoY improvement in margin. • Process Improvement: Created a process improvement culture by developing and deploying a program accompanied by a program that governed capital investment. The key is to adapt the program to organizational culture and size to improve adoption. Resulted in improved service delivery, organizational capability and financial status. • Metrics: Designed and executed programs to manage the critical few business measurements to improve YoY financial and operational results. • Program Management: Managed large scale transformative programs for Fortune 100 companies in both technology and finance transformations.

Financial Analysis
ProcessMAP Document Management
Business Valuation
Project Management Professional
Management Skills
Executive Support
Business Analysis
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