Hire the best Financial Analysts in South Carolina

Check out Financial Analysts in South Carolina with the skills you need for your next job.
  • $250 hourly
    I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance to help you achieve financial success. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!
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    Investment Research
    Certified Financial Planner
    Financial Planning
  • $50 hourly
    Hello there! I'm a dedicated sociologist and founder of a nonprofit organization. My goal is to assist small business owners with their day-to-day tasks, as I know firsthand how time-consuming they can be. With over 6 years of experience in the nonprofit sector, I'm well aware of the challenges faced by solopreneurs. I want to make things easier for you, so you can focus on the big picture. As a small business owner myself, I understand your needs and am passionate about helping you achieve your goals. If you're looking for assistance with grant research, grant proposals, grant writing, or non-profit consulting, I'd love to connect with you today!
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    Social Media Management
    Data Entry
    Grant Proposal
    Customer Service
    Nonprofit Organization
    Social Media Content
    Social Media Website
    Grant Research & Prospect List
    Grant Writing
    Grant Application
  • $25 hourly
    I specialize in Tax Accounting, Planning, and Preparation for small business LLCs, Partnership Law Firms, and Nonprofit tax-exempt 501 (C) organizations, through great service, cost, and communication. I only service three clients at a time in order to provide quick, easy, and personalized service.
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    Nonprofit
    Finance & Accounting
    Cost Analysis
    Tax Accounting
    Tax Strategy
    Tax Preparation
    Tax Planning & Advisory
  • $56 hourly
    With a background in commercial & residential real estate sales & management, as well as high level administrative skills in multiple environments, I am ready for a challenge. I have substantial writing & editing skills and recent experience in that area doing freelance work, specializing in the mortgage industry. I am organized, proficient, highly communicative, and ready to work on your project.
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    Management Skills
    Business Management
    Writing
    Real Estate
    Administrate
    Construction Management
    Copy Editing
  • $50 hourly
    As a seasoned commercial banking professional specializing in services for small and medium-sized businesses, I am well-equipped to support your company's growth and stability. Drawing from my extensive experience, I am excited to offer a suite of services tailored to meet the unique needs of your business. Here's a few services that show how I can help: Financial Analysis and Reporting: Help businesses understand their financial health by analyzing their financial statements and other data. Prepare comprehensive reports that outline current financial conditions and forecast future trends. Risk Management: Identify potential financial risks and develop strategies to mitigate them. This can include analyzing investment portfolios, adjusting insurance coverage, or revising operational practices. Debt Management and Financing: Guide businesses in managing their debt portfolios and structuring new financing. This includes negotiating terms with creditors, restructuring existing debts, and sourcing new funding options. Cash Flow Management: Optimize the management of cash flows to ensure that businesses have the funds necessary to cover their operations and investment activities. Advise on practices to improve liquidity and financial stability.
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    Small Business Administration
    Bank Statement
    Bank Reconciliation
    Price & Quote Negotiation
    Financial Risk
    Risk Assessment
    Risk Management
    Risk Analysis
    Commercial Lending
    Loan Approval
    Market Analysis
    Financial Report
    Financial Statement
  • $37 hourly
    I have an MBA with an emphasis in Finance, and a Bachelor's Degree in Marketing. The majority of my career has been in banking (specifically Global Property Finance), both in the US and the UK. I was also privileged to have the opportunity to help build a (successful) start-up PropTech company, helped companies get caught up on their bookkeeping (through QuickBooks and Sage), and a variety of other one-off jobs through this platform. My areas of expertise are centered around finance, management, organizational strategy, credit analysis, property finance, and real estate property management. I personally manage rental property using Airbnb and VRBO. In addition to my banking expertise, I have volunteered for many charitable organizations (including the Junior League of London and the Baltimore Junior Association of Commerce) where I held positions of head fundraiser and treasurer. I have excellent time management skills, am able to work to strict deadlines, and I enjoy a challenge. I look forward to working with you.
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    Accounts Payable Management
    Bookkeeping
    English
    Real Estate
    Financial Accounting
    Accounts Receivable Management
    Data Entry
  • $20 hourly
    My name is Dr VERONICA, the director of Vero-consult. I'm a professional creative business writers, financial analysts, and graphics designers, and I prepare the best business plan for an existing business, startup business, both profit and non-profit businesses; my target is to meet the needs, goals, expectations, and satisfaction of my clients. I've raised over $10 MILLION in capital funding from investors, banks, and money lenders and secured business visa approvals in countries like the UK, USA, Australia, and Italy. My business proposals have won many government/private sector RFP bids, grants, and contracts in several countries. I will be glad to assist you with a a clear and compelling Business plan, Financial Plan, Business Proposal, and eye-catching Pitch Decks to articulate their opportunity. My aim is to help you elevate your business ideas to your dream 'success' height, so be rest assured that you have come to the right place for your company business plan, financial plan, proposals and pitch deck. Also, my gig packages comes with a MONEY-BACK GUARANTEED OFFER. If your business is within the industry below, you have no worries. This is because I have worked with several companies/organizations within these industries: Restaurant, Lounge/Bar, Trucking & Logistics, Salon/Spa, Hair & Skin care, E-commerce/Online store, Non-profit, Real estate, Cannabis, Clothing, Cleaning, Health care, Childcare centers, Staffing, Consulting, Event, Automobile and many more! My Complete Business Plan will include but not limited to: Executive Summary Mission Statement Keys to Success Goals and Objectives Company Summary Products Services Industry Analysis Market Analysis Summary Competitive Edge and Analysis Competitive Summary Strategy and Implementation Marketing Plan Target Market Segment Strategy Personnel Plan SWOT Analysis Management Summary Important Charts and Graphs My complete financial plan includes: Startup Summary Revenue Forecast Projected Profit and Loss Balance Sheet Cash Flow Break-even Analysis Graphs and Tables The add-ons of the gig include: Delivery in MS Word, PDF, and Excel formats. Quick delivery Regards Dr Veronica
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    Financial Plan
    Marketing Strategy
    Business Services
    Business Plan Writing
    Financial Projection
    Small Business Administration
    Business Presentation
    Financial Modeling
    Market Research
    Business Planning & Strategy
    Business Proposal
    Pitch Deck
    Business Proposal Writing
    Business Plan
  • $40 hourly
    Working as project management role of all sizes during last 3 years, driving project success and key deliverable. Taking on extreme challenges and manage through a positive approach, consistent encouragement and focus on helping others.
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    Accounting Basics
    Administrate
    Azure DevOps
    Desktop Application
    Forecasting
    Finance & Accounting
    Data Analysis
    ServiceNow
    Business Operations
    Financial Statement
    Salesforce
    Financial Report
  • $100 hourly
    Experienced Management Consultant with a demonstrated history of working in the financial services industry. Skilled in Management Consulting, Risk Management, Data Analytics, Forecasting, Modeling, AI, Government Remediation, Insurance, Consulting, and Financial Services. Strong finance professional with a Bachelor of Business Administration (B.B.A.) double major in Risk Management and Finance. 🔝 Rising Talent Badge from Upwork! Area of expertise: ✅Guest Speaker ✅Management Consulting ✅Personal Finance ✅Stocks ✅Bonds ✅Real Estate ✅Risk Management ✅Compliance ✅Audit ✅Goverance ✅Governement Consent Orders ✅Goverenment Remediation ✅Issue Management ✅Incident Management ✅Third-Party Risk ✅RCSA ✅Controls ✅Financial Modeling ✅Financial Plans ✅Process Mapping ✅SOPs Pervious Engagements: 💥Built Operation Risk Plan for Top 3 Investment Bank in the US 💥Transfered over $9 Billion in Credit Risk for a Top 2 Mortgage Lender 💥Lead the Consent Order Remediation (FRB and OCC) for a Top 3 US National Bank 💥Created a Personal Finance Training Program for New Hires 💥Created a Financial Model to Help in Real Estate Investment Decisions 💥Implemented a Personal Budgeting Plan ▶️ Feel free to contact me with any questions and I look forward to working with you!
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    Modeling
    Real Estate
    Forecasting
    Risk Analysis
    Risk Assessment
    Risk Management
    Managerial Finance
    Financial Management
    Business Management
    Strategy
    Business
    Management Skills
  • $150 hourly
    20+ years of experience as a small business owner and working with businesses and non-profits. I have hired/fired/managed staff and performed onboarding procedures, employee reviews, etc. Not much I haven't done in relation to running a small/mid-size businesses. I have consulted for various companies using strong analytical and financial modeling skills. Deliverables range from business plans, feasibility studies, and executive summaries to financial models used for evaluating new business opportunities, sensitivity analysis, Pro forma projections, and real estate modeling. Experienced in acquiring commercial property (held a real estate license previously), project managed a $3MM building renovation, spearheaded a key man search process, and led a capital campaign to raise $2.4MM * Strong communicator (Clear, concise & honest) * Leading and motivating * Team building and coaching * In-depth analytical & financial analysis * Strategic planning (Idea generation & implementation) * Contract negotiation and project management Level III Real Estate Financial Modeling certificate (excel) Self-employed and available to meet demands Joined upwork Feb 2023
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    Contract Negotiation
    Financial Modeling
    Budget
    Cash Flow Analysis
    Business
    Business Coaching
    Construction Management
    Finance
    Economic Analysis
    Coaching
    Budget Proposal
    Feasibility Study
    Business Plan
    Real Estate
  • $40 hourly
    Results-driven profesional with a Bachelor's degree in Business Administration and a Master's degree in Business Logistics. Adept in bookkeeping, finance, and purchase management. I can help with any business task from Payroll to Financial Analysis or bookkeeping.
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    Cost Accounting
    Scheduling
    Data Analysis
    Organizational Behavior
    Business
    Bank Reconciliation
    Payroll Accounting
    Balance Sheet
    Time Management
    Data Entry
  • $150 hourly
    Financial wellness consultant - budget and planning for operations management and growth - fractional CFO analytics and consulting - basic to full service bookkeeping
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    Business Consulting
    Accounting
    Financial Policies & Procedures
    Financial Planning
    Bookkeeping
    Consultation Session
    Growth Strategy
    Financial Consulting
    Financial Accounting
    Cash Flow Modeling
    Cash Flow Analysis
  • $250 hourly
    As a seasoned management consultant and serial entrepreneur, I specialize in helping startups navigate the complexities of growth and transformation. With over 15 years of experience in various industries, I bring a wealth of knowledge in strategic planning, financial analysis, and operational efficiency. My passion lies in empowering businesses to achieve their full potential through tailored strategies and innovative solutions. What I Do Best: Strategic Planning: I excel at developing and executing comprehensive business strategies that align with your startup's vision and goals. Financial Modeling & Analysis: My expertise in financial modeling allows me to provide insights that drive informed decision-making and maximize ROI. Growth Strategy Development: I work closely with startups to identify growth opportunities and implement actionable plans that lead to sustainable success. Project Management: I ensure that projects are delivered on time and within budget, fostering collaboration among cross-functional teams. Mergers & Acquisitions: With experience in managing IPOs and acquisitions, I guide startups through the complexities of transactions, ensuring smooth integrations and alignment with business objectives. I pride myself on being a creative problem solver, adept at researching and evaluating diverse industries and markets. My collaborative approach and strong relationship management skills enable me to build lasting partnerships with clients and stakeholders alike. Let’s work together to turn your startup vision into reality! Feel free to modify any sections to better reflect your personality or specific areas of focus!
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    Acquisitions
    Business Analysis
    Due Diligence
    Negotiation Coaching
    Team Building
    Risk Management
    Risk Assessment
    Executive Support
    Startup Consulting
    Project Management
    Business Development
    Strategic Planning
    Management Consulting
  • $50 hourly
    Hi, I'm the owner of AtoZIE Tax & Bookkeeping with over 20 years of experience in finance, accounting, and taxation. I hold a Master of Science in Taxation and a Bachelor of Science in Accounting, providing me with the knowledge and skills to help businesses and individuals manage their financial and tax needs efficiently. I specialize in bookkeeping, tax preparation, and sales & use tax compliance, offering personalized, accurate, and timely solutions. Let me help you keep your financials in order and grow your business with confidence.
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    US Taxation
    Taxes
    Tax Planning & Advisory
    Tax Strategy
    Tax Return
    Tax Exemption Submission
    Tax Preparation Software
    Tax Preparation
    Tax Accounting
    Accounting
    SALT
    Bookkeeping
    Payroll Accounting
    Account Reconciliation
  • $40 hourly
    Accounting and Finance 20+ years of experience working with businesses and families. Accounting Bookkeeping Sales Tax Reporting Analysis and Strategic Planning Financial Reporting Financial Planning
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    Analytical Presentation
    Financial Consulting
    Financial Management
    QuickBooks Online
    Tax Strategy
    Finance
    Financial Report
    Finance & Accounting
    Accounting Report
    Strategic Planning
    Bookkeeping
    Accounting
    Financial Planning
  • $14 hourly
    I have spent over two years with a company that specializes in Facebook marketing with products such as t-shirts, hats, and mugs. Overseeing and managing the customer service and public relations aspect of the company. Also launching new products on the multiple Shopify stores with the company with over $1M in sales in less than a year. Very comfortable and experienced with Teelaunch (through Shopify). Also, with moderating and creating content for multiple Facebook pages, some with over 100,000 likes. Have also worked with MailChimp, Zendesk, Zoho, Viralstyle, and Printful.
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    Financial Trading
    Shopify
    Mailchimp
    Social Customer Service
    Zendesk
  • $115 hourly
    Reorganization & Business Operations Leader Trusted Business Operations professional with extensive experience in guiding organizations to higher levels of success through a customer-centric approach. Expert in identifying and addressing operational challenges, driving business growth, implementing changes, and surpassing goals within specified timeframes, resource allocations, and budget constraints. Excellent communicator at all levels, leading and developing diverse teams across remote sites in multiple states, while prioritizing the cultivation of a positive organizational culture. Business Growth Strategies | Strategic Planning | Operational Execution | Consumer Insights & Analytics Project Management | Team Development & Coaching | P&L Management | Real Estate | Merchandising Technical: KWI, Teamwork, ADP, iCIMS, Endear, Excel, and other software programs
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    Sales
    Problem Solving
    Process Improvement
    Growth Strategy
    Brand Marketing
    Business Operations
    Real Estate
    Change Management
    Customer Retention Strategy
    Retail
    Business Planning & Strategy
    Market Research
    Cross Functional Team Leadership
    Team Building
  • $55 hourly
    With a Master’s in Biochemistry and Biomedical Sciences from the Medical University of South Carolina and a B.S. in Molecular Biology from the College of Charleston, I bring a unique blend of scientific rigor and healthcare expertise to the world of revenue cycle management (RCM). Over 15 years, I have honed my skills in optimizing financial and operational performance, particularly in complex healthcare environments. As a Certified Revenue Cycle Analyst and Project Management Professional (PMP), I excel in: ✷ Reducing billing cycle times by 30% and data entry errors by 25% at East Cooper OB/GYN, improving overall efficiency. ✷ Managing Medicare, Medicaid, and commercial payer regulations to ensure compliance and minimize claim denials. ✷ Utilizing RCM platforms, i.e., Epic, Cerner, Soarian, Athena, and Siemens MedSeries 4 to drive system optimizations and process improvements. ✷ Implementing B2B SaaS solutions and EDI management with deep expertise in HL7 interface troubleshooting and system integration. ✷ Leveraging data analytics to reduce claim denials by 15% and enhance reimbursement rates through data-driven insights and KPI monitoring. My academic background also includes published research in clinical lipidology, and I began my healthcare journey as a Certified Lead Pharmacy Technician at mom and pop local pharmacy then moving to big retail chains such as CVS Health. Today, I’m passionate about leading teams, driving process improvements, and creating strategic value for healthcare organizations through innovative RCM solutions. If you’re looking for a leader who blends scientific insight with operational excellence in healthcare, I’m ready to help transform your revenue cycle performance.
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    Regulatory Compliance
    Cross Functional Team Leadership
    Insurance Policy Analysis
    Communication Skills
    Problem Solving
    Medical Billing
    Healthcare Software
    Process Optimization
    Performance Optimization
    Data Analytics & Visualization Software
    Community Goals & KPIs
    Project Management
    Revenue Cycle Management
    Data Analysis
  • $30 hourly
    I am a bookkeeper with more than 10 years of experience in the accounting field. I truly enjoy helping companies get cleaned up and reconciled to ease their overwhelming pressure to know how much money is in the bank. I love helping establishing processes to help your business move much smoother. - I'm experienced with onboarding new clients to Quickbooks online - I help with clean up and reconciliations of your accounts - I help with chart of account set up, and budget set up - I communicate regularly to ensure you never feel ignored and the job is done correctly - Asset with sales & use tax liability payments filing and payments
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    QuickBooks Online
    Microsoft Office
    Sales Tax
    Bookkeeping
  • $100 hourly
    Highly motivated Senior Director of Finance with extensive experience with financial analysis, overseeing accounting operations, and producing accurate reporting to build strategies to ensure the company’s long-term economic health and growth. Expertise in financial planning and analysis (FP&A), budget management, and strategic financial initiatives, consistently driving revenue growth and operational efficiency. Proven ability to optimize resource allocation, enhance revenue streams, and align financial goals with broader business objectives. Adept at managing multimillion-dollar budgets and implementing process improvements that support organizational success.
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    Accounting
    Finance
    Financial Accounting
    Financial Modeling
    Budgeting & Forecasting Software
  • $45 hourly
    I excel at analyzing complex systems from a holistic perspective, identifying opportunities for improvement, and implementing strategies that benefit all stakeholders. My approach is always focused on driving positive outcomes and maximizing value across the board. *Certified Project Management Professional (PMP) since 2020 with a master's in business administration. *Full project management end to end with financial management and analysis. *I am deeply motivated by the purpose behind a project or organization. For me, understanding the 'why'—the core mission and vision—is what drives my dedication and commitment. I’d be happy to connect and discuss how my approach can contribute to your organization’s mission. Let’s talk soon!
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    Critical Thinking Skills
    Milestones
    Business Plan
    Nonprofit Organization
    Data Analysis
    Stakeholder Management
    Budget Management
    Strategic Planning
    Process Improvement
    Risk Management
    Change Management
    Project Management
    Grant Management Software
    Project Management Professional
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