Hire the best Financial Analysts in Tennessee
Check out Financial Analysts in Tennessee with the skills you need for your next job.
- $75 hourly
- 4.8/5
- (54 jobs)
Are you an e-commerce or service business owner who needs a U.S.-based accounting specialist in QuickBooks Online? Are you looking for someone that is an excellent communicator, takes the time to understand YOUR business and can assist you with a project or ongoing services? Whether you need accounting clean up, accounting setup, reconciliations or financial statement delivery for tax time, I am here and ready to help you! Work with me and never get behind again! It is easy to work with me! Simply visit my website at simplifiedpartners.com and go to the Contact me page and fill out the form and I will respond to you within 2 hours (unless after 5:00pm central). Or, contact me here via Upwork messages. We will setup a free 15-minute Discovery Call to chat more about your needs. I can help get your finances organized so you can see a clear and accurate picture of your business finances, then let's schedule a consult! Whether you choose to work with me ongoing or for a one-time project, I will work hard to ensure your numbers are accurate and will help you understand more about your business than ever before. I am a bookkeeper and financial and business consultant for e-commerce businesses. Not only do I have experience in bookkeeping, I also have attained 15+ years experience in business strategy, finance and operations. I help you get your financials organized and then work with you to determine ways to become and stay more profitable. I strive to ensure my clients have clean and accurate financials so they have a clear picture of their business health. I can also help you identify areas in your business where expenses can be reduced and efficiencies can be gained. My uniqueness is firstly the time and dedication I give to each of my clients. I take the time to know you, your business, your accomplishments and struggles. Secondly, my unique experience in the areas of business operations, strategy and finance allows me to help the client take a thorough look at all areas of their business and determine what areas need improvement to reach their goals. I have worked across a wide range of industries including healthcare, medical device manufacturing, e-commerce, mitigation services and IT. I wish you much success with your projects! I would be thrilled to help you and your team should we be a good fit. Let me know if you have any questions and when you would like to discuss our next steps. Warmly, Leslie (Maria) WeaverFinancial Analysis
Tax PreparationResearch & StrategyExecutive CoachingSix SigmaBusiness StrategyFinance & AccountingLean ConsultingFinancial PlanningStrategic PlanBusiness ManagementBookkeepingPayroll AccountingAccounting Basics - $100 hourly
- 5.0/5
- (5 jobs)
Certified Public Accountant (CPA) licensed in Tennessee, alongside being a Certified Management Accountant (CMA), boasting over a decade of experience in both Fortune 100 companies and Public Accounting firms. Recognized as an accounting specialist with advanced expertise in financial modeling, reporting, and QuickBooks. Additionally, proficient in data analysis and manual task automation utilizing Alteryx, Excel formulas, VBA, and Power Query.Financial Analysis
Financial ModelingMicrosoft Power BIFinancial AccountingQuickBooks EnterpriseQuickBooks OnlineExcel FormulaAutomationVisual Basic for ApplicationsPower QueryMicrosoft ExcelAlteryx, Inc.CPAData AnalysisIntuit QuickBooks - $60 hourly
- 5.0/5
- (8 jobs)
Hi there :) As a former CFO and founder of DataZen, I specialize in empowering companies to harness the full potential of their data. My expertise lies in developing custom dashboards and implementing AI-driven insights tailored specifically to the marketing and accounting (I'm a licensed CPA) industries. Core Competencies: -Custom dashboard development -AI-powered model prep -Data system optimization -Financial/CFO analysis for growing companies What Sets Me Apart: -My unique background as a CFO allows me to provide marketing agencies with financial insights typically reserved for C-suite executives. -I bridge the gap between raw data and actionable intelligence, enabling agencies to make informed decisions that drive growth. My Approach: I focus on creating efficient, cost-effective solutions that deliver results within weeks, not years. My services are designed to: -Streamline reporting processes -Reduce the need for extensive in-house data teams -Enhance decision-making through predictive analytics -Provide clear, actionable insights Value Proposition: By working with me, you can expect to save time, cut costs, and boost efficiency. My solutions provide the clarity needed to make data-driven decisions confidently, without the overhead of building an entire data infrastructure from scratch. If you're looking to transform your agency's approach to data without the hassle of hiring a full team or spending years on development, let's connect. I'm here to help you turn your data into a powerful asset for growth 💪🚀Financial Analysis
Business ConsultingManagement ConsultingAmazonBusiness AnalysisAccountingAccounting ReportMarketing AnalyticsMergers & AcquisitionsBusiness IntelligenceMicrosoft Power BIFinancial AccountingFinancial ConsultingData Analysis ConsultationData Analysis - $45 hourly
- 3.9/5
- (35 jobs)
Hi there! My name is Miglena Popov. I have 15+ years’ experience in Accounting, Financial analysis, Investments, international business. I offer a full suite of accounting, bookkeeping, payroll, financial and cash flow analysis, budgeting, month and year end financial reporting. I can assist you with your accounting tasks from chart of accounts set up for various entities to financial reporting. I have accounting experience in manufacturing, construction, e trade, retail, real estates, and service industries. Properly organized accounting system is very important part of that. I can build it for you! Also, I have a lot of experience when it comes to transitioning from one accounting software to another. I work with startups and well established businesses and my goal is to make each of them the top priority, no matter how big or small.Financial Analysis
BookkeepingFreshBooksWave AccountingCost AccountingXeroQuickBooks OnlineAccounts Receivable ManagementAccounts Payable ManagementFinancial AccountingMicrosoft Dynamics 365Zoho BooksBank ReconciliationAccount Reconciliation - $50 hourly
- 5.0/5
- (23 jobs)
Bookkeeper/Paralegal experienced using QuickBooks (online and desktop versions), available to perform all types of paralegal and bookkeeping work including the following: FINANCIAL and BOOKKEEPING: Management of A/R and A/P using QuickBooks • Preparation of year end reports to submit to a CPA for tax preparation • Reconciliation of transactions and bank statements • Payroll and related monthly and quarterly IRS filings • Cleanup of books in chaos due to neglect • Data Entry • Other bookkeeping tasks CASE MANAGEMENT: Calendaring and managing deadlines • Case file review, organization and summary • Correspondence with clients, opposing counsel and the Court • E-filing Court documents DISCOVERY: Medical Records requests, review, organization and summary • Preparation of Discovery requests and responses • Public Records research and retrieval RECORDS MANAGEMENT: Large document sort, organization and review • Chronologies and timelines • Organization and editing of documents using Adobe Pro LEGAL DRAFTING: Preparation of pleadings and motions • Formatting documents • Proofreading and editing contracts and other legal documents DEPOSITIONS: Deposition digests • Document and exhibit compilation and management • Deposition Transcript review and summary LEGAL PROJECT MANAGEMENT: Management of projects requiring a legal background • Law firm practice management software Integration • CLE course approval through state boardsFinancial Analysis
ProofreadingProject ManagementTrademark SearchTrademark ProsecutionLegal WritingContract DraftingDocument Review - $250 hourly
- 5.0/5
- (93 jobs)
PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.Financial Analysis
FundraisingExecutive SummaryBusiness ModelingGrowth StrategyAnalyticsCorporate StrategyBusiness PresentationStartup ConsultingVenture Capital ConsultingEntrepreneurshipStrategyFinancial ModelingBusiness Plan - $75 hourly
- 5.0/5
- (23 jobs)
I worked as an investment analyst and real estate broker where my focus was on sourcing, underwriting, and brokering commercial real estate deals. I enjoy making complex financial information accessible. My recent experience includes: • Developed investment thesis and the business plan for acquiring multi-family assets in the Southeast region • Conducted economic research to select markets and sites for acquisitions • Created proforma acquisition models in Excel • Closed on 2.4m acquisition in December of 2020 • Proforma financial modeling for 2 Build-to-Rent (BTR) developmentsFinancial Analysis
Industry KnowledgeMarket AnalysisReal Estate Financial ModelingReal Estate Investment AssistanceInvestment ResearchReal EstateMicrosoft ExcelFinancial Modeling - $95 hourly
- 5.0/5
- (4 jobs)
I'm a financial/data analyst with experience turning millions of rows of information into actionable plans for Fortune 250 companies. Whether you're looking to understand your data to grow your business or looking to optimize your forecasting - I can help! • I'm advanced in Microsoft Excel as well as Power BI. These tools help you understand the story behind the numbers with actionable insights. • I'll efficiently manage your brief from start to finish with open communication available so that you receive the work product you deserve • I work full-time so all work will be performed outside of US-Central Time business hours (9 AM-5 PM) M-FFinancial Analysis
Information AnalysisOperations AnalyticsFinancial ReportingAnalyticsMicrosoft OfficeFinancial ModelingFinancial ProjectionMicrosoft PowerPointData AnalysisMicrosoft Excel PowerPivotData VisualizationMicrosoft Power BISQLMicrosoft Excel - $55 hourly
- 5.0/5
- (5 jobs)
Hi, I'm Audrey. I'm a bookkeeping & tax professional and QuickBooks Online expert. I help service-based businesses understand how well they are doing with their money. Want some help? - Are you a startup business in need of QuickBooks Online setup help? - Are you behind on your books and need catchup or cleanup work done? - Are you needing help with basic monthly transactions and bank reconciliation (5-20 hours/month)? - Do you need tax preparation services in addition to monthly bookkeeping work? If you answered yes to any of these questions, please look below at how I can help you with your small business! 1. QuickBooks Set-Up If you just started your business or just purchased QuickBooks Online software but need help with getting that set up. I'm here for you! I will tailor it to the specifics of your business structure so you don't have to! This includes: - Setting up a customized Chart of Accounts - Setting up vendor profiles - Setting up customer profiles - Setting up a data feed for your online banking accounts that connects to QBO and customizing transaction rules based on the specifics of your business. 2. Catch Up/Clean Up If you are behind on your books and/or need assistance with cleaning up costly mistakes in your financial records, I'm here for you! I will do a diagnostic of your books and provide you with an action plan of what the catchup/cleanup process will look like. This could include: - A thorough diagnostic review with a detailed diagnostic report (always) - Classification of all financial transactions - Bank reconciliation up to current - Correcting journal entries - Financial Reports up to current 3. Monthly Bookkeeping If you need someone to maintain your books on a monthly basis, I'm here for you! Here is what you will receive from me: - Entry and classification of all financial transactions - Monthly bank and credit card account reconciliation - Monthly preparation and issuing of financial reports (Profit & Loss and Balance Sheet) 4. Tax Preparation If you need tax preparation services in addition to monthly bookkeeping work, I can provide that service for you! Please note, that I only provide this service to monthly bookkeeping clients. Here is what that looks like. - Preparation of your Individual and/or Business Tax Return - Shared cloud storage of all your important tax information - Electronic Filing with the IRS Would you like to know about my experience? - I have 10 years of experience in bookkeeping and tax preparation. - I ran a Liberty Tax office with over 300 tax and bookkeeping clients and 16 employees - I have worked as a staff accountant for a major hospital Would you like to know about my credentials? - I have a bachelor's degree in Business Administration, Accounting - I am a Certified QuickBooks ProAdvisor I have a zeal to do the work right! Your work will be done with EXCELLENCE! Integrity is important to me! I will always be upfront with you and make sure that your financial information is handled with the utmost care! If you are interested in my services, please send me a message and we can better discuss your needs!Financial Analysis
Account ReconciliationIntuit Proconnect TaxMicrosoft OfficeLight BookkeepingQuickBooks OnlineAccountingBookkeepingTax PreparationIntuit QuickBooksBank ReconciliationMicrosoft ExcelAccounting BasicsTransaction Data EntryData Entry - $50 hourly
- 5.0/5
- (1 job)
Hello! I have worked in accounting/finance for the past 7+ years. I have experience with internal and external audit, financial reporting, financial analysis, and various other areas. I am very experienced in Excel, Word, and other Microsoft applications. In addition to corporate finance, I also offer personal finance advice related to budgeting, saving, and behavioral finance. My biggest passion is using psychology to understand how each individual views their finances and how we can work together to set you up for success. Lastly, I also run a small business and have experience with QuickBooks, preparing financial reports, starting small businesses, and preparing business taxes.Financial Analysis
SEC ReportingInternal AuditingInternal ReportingFinancial ReportingBehavioral FinanceProcess ImprovementPersonal Finance & Wealth ManagementMicrosoft WordMicrosoft OfficeIntuit QuickBooksInternal ControlFinancial AuditMicrosoft Excel - $50 hourly
- 5.0/5
- (3 jobs)
Welcome! My name is Bree. I am a certified bookkeeper that takes the time and stress out of the bookkeeping for my clients. I offer a number of services to free up time for my clients such as organizing transactions, invoicing, paying bills, monthly reconciling, and more. I make the monthly financials easy to understand so my clients know the financial health of their business so they know what strategic decisions to make, whether that’s where to cut costs, increase revenue, and more. If this sounds like something that could help your business succeed, book a call with me, and let’s see how I can help you! Am I a good fit for you? - Are you needing someone to free up time with the bookkeeping every month? - Are you using or willing to switch to QuickBooks Online? - Do you need an expert to make the books and financial statements easy to understand? - Are you needing help knowing the financial health of your business so you can take actionable steps toward your goals? - Are you in one of these industries? ~ Real Estate ~ Professional Services ~ Freelancer If you answered yes, here are some things I can take off of your plate so you have more time to do the things that will get you to your business goals. Set up, Catch Up, and Keep Up your QuickBooks Online Bookkeeping, so you can spend your time growing your business. Here is what that'll include: - Accurately record your transactions so you have clean, tax-ready financials - Keep a clean paper trail and attach all supporting documents such as receipts and invoices - Pay your bills for you - Reconcile your bank accounts so you know the numbers up to date and correct - Customize reports so you can understand the numbers and gain actionable insights I've worked with clients from a few different industries such as: - Heating and Cooling - Real Estate - Airbnb - Restaurants - Speaker/Consultant In 3 easy steps, I can take care of your books. 1. Add me as an Accountant user to your QuickBooks Online account 2. Set up view-only access to your bank, credit card, and loan statements 3. I get the bookkeeping cleaned up, caught up, and kept up so you don't have to worry about a thing My Qualifications: - I helped take care of the books at a restaurant I use to manage at - I became a certified bookkeeper through a bookkeeping course - I have completed a lot of QuickBooks bookkeeping resources This is what you need to do next, for us to move forward: - Send me a message if you're ready to hire an expert to take the bookkeeping off of your plate. We will determine your project and needs next.Financial Analysis
Financial StatementFinancial PlanningBookkeepingLight BookkeepingBudget PlanningQuickBooks OnlineChart of AccountsAccounts PayableAccount ReconciliationBalance SheetAccounts ReceivableBank Reconciliation - $80 hourly
- 5.0/5
- (1 job)
BUSINESS ANALYST & FINANCIAL MANAGEMENT PROFESSIONAL PROFILE Talented Business Analyst and Financial Management professional with 15+ years in supporting $50M+ organizations, providing executive teams with actionable insights, and leveraging advanced analytics to drive gains in revenue, quality, and profitability. Leverages comprehensive analysis and executive-level vision to facilitate holistic organizational change, foster innovation, and align people, processes, and resources to position companies for long-term, sustainable success. SUMMARY * 15+ years in Business Analyst, Financial Analyst, and leadership roles * Secured $20M+ in cost reductions within complex operations * Expertise in data analysis, budgeting, forecasting, cost accounting, financial tracking & reporting * History of leveraging Power BI and Tableau to create high-impact reporting and dashboards * Turn-around specialist with success in rebuilding underperforming facilitiesFinancial Analysis
Data AnalysisBookkeepingFinance & AccountingEditing & ProofreadingAnalytical PresentationDocument AnalysisDocument ReviewFinancial Analysis & ValuationBusiness Planning & StrategyContract ManagementGrammar & Syntax ReviewFinancial Reporting - $35 hourly
- 5.0/5
- (1 job)
I am an experienced customer service agent with an extensive financial background who has a comprehensive understanding of finances and excellent organizational skills. I'm adept at creating and balancing financial spreadsheets I'm a very fast learner I'm a problem solver I'm reliable I'm inherantly positive I excel in fast paced environmentsFinancial Analysis
Training & DevelopmentCustomer ServiceWebsite ContentCustomer EngagementLive Chat SoftwareFinancial ManagementData EntryProblem ResolutionPresentationsSales & Marketing - $115 hourly
- 5.0/5
- (4 jobs)
EXECUTIVE SUMMARY Financial executive and CPA with 30 years' experience helping businesses and organizations grow and execute vision through financial leadership. Extensive experience in financial reporting, accounting, planning and analysis, budgeting, forecasting, systems evaluation and implementation, treasury management, M&A due diligence, and capital budgeting. Skilled in structuring and negotiating financial transactions (including mortgages, revolving lines of credit, leases, and commercial card programs) with commercial banks and financial service providers. Proficient in written and verbal communication with experience documenting policies and procedures, writing financial statement disclosures, composing press releases, presiding over business meetings, preparing and giving financial presentations, teaching and public speaking.Financial Analysis
Public SpeakingSage IntacctPayroll AccountingHuman Resources ComplianceFinancial AccountingForecastingBudgetMicrosoft ExcelShopifyQuickBooks OnlineFinanceCPAPresentations - $75 hourly
- 5.0/5
- (1 job)
As a highly skilled financial expert, I am confident in my ability to provide you with the expertise and guidance necessary to establish a strong financial base to propel your business growth. Although I am new to Upwork, I have over a decade of experience as a Certified Public Accountant (CPA) and have a proven track record of helping numerous business owners. With my extensive knowledge of finance and accounting principles, I possess the ability to assist small business owners in navigating the complexities of financial management which makes me an ideal partner for those seeking to establish a sound financial footing and promote sustainable growth. My services comprise a wide range of financial solutions, including: - Auditing and annual clean-up projects - Evaluating and implementing accounting systems - Budgeting, cash flow, and financial modeling - Account reconciliations and financial statement preparation - Forensic Accounting - Ongoing support and advisory services. You can count on me to provide the expertise and guidance needed to maximize your business potential. I look forward to the opportunity to work with you and contribute to the success of your business.Financial Analysis
Microsoft ExcelShopify AppsForensic AccountingAccount ReconciliationBank ReconciliationQuickBooks OnlineTax Planning & AdvisoryCPAInternal AuditingBudget PlanningForecastingCash Flow AnalysisFinancial ReportingFinancial Accounting - $150 hourly
- 5.0/5
- (3 jobs)
I have a decade of experience modeling companies, performing valuation analyses on public/private companies and completing other ad hoc financial analysis. Let me help you: -Put together a 3 statement financial projection model for your new or established business -Create or enhance existing spreadsheets used to track various facets of your business from overall P&L to individual department budgets and goals -Automate areas of your job or company to make data analysis and tracking simple and easy to keep up with -Provide valuable insight into stock market investing strategies; both top-down macro and bottom-up fundamental analysisFinancial Analysis
Financial ProjectionCompany ValuationFinancial Analysis & ValuationStock MarketChartered Financial AnalystExcel FormulaMicrosoft ExcelFinancial Modeling - $175 hourly
- 4.9/5
- (163 jobs)
Hello. Greetings from Nashville. Thanks for taking a look at my profile. I provide c-level Fractional Sales and Marketing services to SMBs and entrepreneurial start-ups. To cover my qualifications: - 14 years on Upwork. I am a full-time freelancer and put my Upwork work first. I work only on-platform and know how to maximize client cost-effectiveness through responsible recording of time, sticking to the agreed-to-budget, and producing work that is appreciated for its value. - Expert Vetted This means I have been pre-screened through 1:1 personal interviews by the Upwork Talent Team. My projects have been checked to verify that they represent expert-level work delivered to many clients over a period of years. Upwork displays this badge only to "Enterprise Clients". I can send a screen shot of this badge from my profile. It distinguishes my services as top 0.5% across all Upworkers. - Personally | +150 projects and +5000 work hours completed. This has amassed a profound basis of experience and expertise within me. - 35 years in business. I entered the corporate workforce in 1986. I bring deep business experience to my projects. From 1990 to 1997, I led the sales and marketing function for a start-up that grew from 10 people to 600 in six years. We then sold the firm for more than $70 million. The early-ins did well financially. Since then, I have been financially secure and built my life around a wonderful career as a sales consultant, C-level executive, Digital Marketing Agency partner, and writer. - salesQB Licensee I am a salesQB licensee and expert in delivering the salesQB fractional CSO methodologies, approaches, and services. SalesQB is the nation's leaving Fractional CSO consultancy, with more than 90 QBs located nationwide. I cover the Nashville metro area locally and am a Remote Services specialist for firms located across the country. ____________________________________________________________________________ Education | Sales Training - My educational credentials include a: BS in Electrical Engineering (Texas A&M, '84) MBA in Finance (Texas A&M, '86). - I have formal sales training from: NCR | Major Account Sales IBM | Major Account Sales Miller Heiman.| SMB to SMB and B to Corporate gold standard of sales training _______________________________________________________________________________ Here is a list of my personal focus areas in service. Please keep in mind I have worked on more than 150 major projects on Upwork, so I have developed a lot of skills! - Strategic Consulting | C-level Fractional CSO Services I provide "C-level" management consulting, market strategy analysis, cash flow analysis, and business plan development services. Downstream from this, I have delivered strategic research services, developed complex marketing plans, installed marketing-sales infrastructure, and provided sales executives with training in complex sales processes. - Strategic Consulting | Lead Generation, including SDR and Digi Marketing Through alliances with leading Digital Marketing consultancies located worldwide as well as my own SDR prospecting services, I have delivered led lead generation projects spanning PPC, SEO, Social Media Management, branding, and content-push. - Business and Technology Writing In 2007, to celebrate my 'mid-life crisis', I bought a nice sailboat, moved to Key West, and decided to become a writer. This was the genesis of my Upwork career. Since then, I have completed more than 60 writing projects, including every form of major business writing: websites, social media content, print materials, information sheets, sales collateral, and blogs. On the blog side, I am a ghostwriter-published content creator for Forbes Online. _______________________________________________________________________________ I provide pro bono services upfront to learn your business model, gain knowledge about the project, and form my proposal. This typically includes 3 to 4 calls and multiple email communications to make sure I understand the project completely before I quote time and effort. Thank you for your time, and have a great day! JohnFinancial Analysis
WritingWebsite CopywritingSEO StrategySales ManagementInvestment ResearchSEO-Based WebsiteBusiness Process ReengineeringBusiness Process ModelingMarketing StrategyBusiness PlanStrategic Plan - $250 hourly
- 4.7/5
- (182 jobs)
"4.8/5.0 STAR ACROSS ALL REVIEWS – 96% TOTAL UPWORK JOB SUCCESS RATING – OUTSTANDING PERFORMANCE / 182 PROJECTS / $226,639 TOTAL UPWORK EARNINGS." "PERSONAL FUNDING NETWORK OF 5K+ ANGEL INVESTORS & 4.5K+ VC & 1.5K FAMILY OFFICES – ALL 11K OF WHOM KNOW ME." "45 YEARS OF STARTUP AND ANGEL INVESTOR / VC EXPERIENCE." "CLIENTS: OVER 200 INDUSTRIES IN 49 OF THE 50 STATES AND MORE THAN 70 COUNTRIES." ELEVATOR PITCH: “I HELP STARTUPS START AND STAY STARTED.” ™ | MBA | I HELP STARTUPS PLAN, FUND AND IMPLEMENT | FUNDING NETWORK OF 5K+ ANGEL INVESTORS / 4.5K+ VC / 1.5K+ FAMILY OFFICES - ALL 11K+ OF WHOM PERSONALLY KNOW ME. ARE YOU REALLY "READY FOR PRIME TIME" FOR YOUR FUNDRAISING? 30 Years of CEO Experience – With My Diversified Skillsets Creating "Ready for Prime Time" Investor-Focused Business Plans, Financial Projections, Pitch Decks and Fundraising Documents That Help Entice and Motivate Prospective Investors to Invest in Your Company. CEO RESOURCE has already helped, on a one-on-one basis, THOUSANDS of diverse startup and emerging companies and their CEOs in 49 of the 50 states in more than 70 countries on 6 of the 7 continents. I've helped these companies in more than 200 different industries with their business planning, marketing and sales, strategy and tactics, action planning, problem-solving, fundraising, and plan implementation. ANGEL INVESTOR / VC FUNDRAISING I offer three different services to help my clients with their fundraising activities: 1. Angel Audits Service 2. “Ready for Prime Time” Pre-Fundraising Service 3. Fast Angel Pitch Fundraising Service As background, I successfully completed all 44 of my Reg D offerings, raising $110 million in today's dollars from 1,342 Angel Investors and Venture Capitalists with $322 million (TD) in income property transactions in today's dollars of income property, managing over 45,000 rental units and became the 7th largest operator of self-storage facilities in the Nation. I even started my own NASD broker-dealer company. ANGEL AUDITS SERVICE This includes my review of your pitch deck, driving assumptions for your financials, and detailed five-year financial projections. My review is intended to fully mirror the approach and depth that most Angel investors would take when they receive your information. It is based on my 4.5 decades of experience working with thousands of Angel investors and my personal review of more than 5,000 pitch decks, business plans, and detailed financial projections. For a no-brainer, fixed price of only $897, I'm assuming that you would GREATLY prefer for me to find the errors, flaws, and omissions – instead of your rare prospective investors finding them? "READY FOR PRIME TIME" PRE-FUNDRAISING SERVICE With my proprietary “Ready For Prime Time Action Plan,” I help ensure that my clients are genuinely "Ready for Prime Time" before we pitch your offering to the first prospective investor. This means all 10 fundraising documents are comprehensive, investor-focused, and have been 100.00% completed – and all documents and financial projections are consistent and error-free. If these 10 documents aren’t yet prepared, I help create and craft them – including the critical, detailed five-year financial projections that are usually the Achilles' Heel of most fundraising attempts. Once ALL of this is done, we are genuinely "Ready For Prime Time" and then READY to start executing the Fundraising Action Plan and asking for the check. FAST ANGEL PITCH FUNDRAISING SERVICE How helpful would it be to you and your company’s future right now if I were to provide you with GENUINELY WARM INTRODUCTIONS about you, your company, and your offering to more than 11K Angel/Accredited Investors, Venture Capitalists, and Family Offices – ALL 11K of whom PERSONALLY KNOW ME. How helpful would it be for me to personally write an enticing, dedicated Article – WARMLY introducing you, your company, and your offering in an article completely devoted to your current fundraising? Your Article can include your entire pitch deck, embedded videos, etc. along with my “Top 10 Takeaways” that summarize the major moving parts of your offering with direct links back to your website, data room, etc. Your Article is then included in my “Startup Company Investors” LinkedIn Newsletter that LinkedIn sends as an email to the inbox of THOUSANDS of my 25K LinkedIn 1st Level Connections + ALL 4.6K Newsletter Subscribers. Imagine what it would take for you to get your deal in front of even a small fraction of the 30K qualified folks with the above pedigree. All of this gives you 30K Brand-New Warm Suspects who ALL get notified by me via LinkedIn about your offering. How many WARM Suspects do you currently have? Are they genuinely warm suspects – or are they mostly just ICE-COLD Suspects who will probably never invest in your company? Check out my FAST ANGEL PITCH YouTube video: Youtu.be/nL1QsRzhd9I Details and pricing at FastAngelPitch.com.Financial Analysis
Microsoft ExcelFundraising PresentationBusiness CoachingBusiness ModelingFundraisingMarketing StrategyBusiness PlanScenario PlanningBusiness ManagementStartup ConsultingVenture Capital ConsultingInvestor ListBusiness Analysis - $90 hourly
- 5.0/5
- (413 jobs)
I'm an engineer who's been working with spreadsheets for over 40 years, creating a wide variety of Excel files, both for engineering work, and also for other projects (such as tax records, business data processing, payroll records, quotations / estimates, stock analysis, church recordkeeping, etc.). I've completed over 1000 different Excel projects for over 300 different clients, in the USA and around the world. My strengths are spreadsheet structure, complex formulas, and VBA macros. Whether you need a complex macro-enabled spreadsheet to automate data processing, or a simple one, I can deliver. NOTE that I work in Excel (for Windows). I do NOT work with Google Sheets or Excel for Mac, since I have found both of those platforms to have some significant incompatibilities with Excel for Windows. Also NOTE that my high number of open contracts is due to many of my clients leaving our Upwork contract open perpetually, so they can come back to me for additional projects. Also note that I have recently closed a number of these long-term (2+ years) open contracts, resulting in a number of "No feedback given" entries in my Job History. These were all satisfied, long-term clients (whom I am now working for directly); there is no feedback because the contracts were closed by me, rather than by the client.Financial Analysis
Data ExtractionSpreadsheet MacrosSpreadsheet SkillsVisual BasicData StructuresData ProcessingData MigrationData AnalysisMacrosMacro ProgrammingSpreadsheet SoftwareData CleaningMicrosoft Excel - $55 hourly
- 5.0/5
- (27 jobs)
Hey there, I'm Benjamin. I have extensive experience in Real Estate Data Analysis, Market and Comps Analysis, Financial Reporting Review, and Portfolio/Project Management. In addition to contracting through Upwork, I've worked in corporate roles for companies including Dogtopia, Brookdale Senior Living, and MTAG Services. My background includes work in asset management, senior housing, real estate divestitures, and property tax liens. I earned degrees in Finance from both Indiana University and the College of Charleston. Please don't hesitate to contact me for further details on my background and experience, or for advice concerning a project. I look forward to working with you!Financial Analysis
Microsoft ExcelMicrosoft PowerPointTransaction Data EntryProject DeliveryProperty & Equipment LeaseTransaction ProcessingFinancial ReportingFinancial ModelingDue DiligenceReal Estate AppraisalMergers & AcquisitionsProperty TaxExecutive SummaryData Analysis - $50 hourly
- 5.0/5
- (3 jobs)
For the last eight years, I have been developing Blockchain, Decentralized Exchanges, Crypto Coins based on ERC20, Bitcoin Core, X11, IOTA, Dash, Minning Pools, Block Explorers, trading platforms, Wallets, Daemons. I have expertise in ICO Token Sale, Crowd-Sale, Pre-ICO, Post-ICO, Lending System, Affiliate/MLM, referral program, Staking, White Paper creation, smart contract, etc. I love creating scalable back ends and am an expert in crafting modern and performant mobile, web, and desktop apps. -- How I can bring value to your project: Project & Product Management for Tech & Biz Teams Lead Whitepaper Structuring and Research Lead Developer Relations & Community Building Strategic Advisor for early-stage & scaling startups Advising companies looking to transition in the blockchain industry Cryptocurrencies Research Assist from A to Z with ICO/STO scheduling --Services Digital Marketing Digital Trust solutions Cryptocurrency exchange/trading solutions Blockchain solutions Coin/token creation Wallet, Bot services Betting platforms ICO/STO/IEO/SEO services DApp solutions Investment platforms Web and mobile app development Cashback website development --Technologies Vue Js Angular Js Express Js React Js Laravel Meteor Js Node Js Asp.net Python Svelte JS Flutter React Native SWIFTFinancial Analysis
React NativeStartup ConsultingProject Management ProfessionalCryptocurrencyBlockchainSmart ContractFundraisingweb3.jsFlutterVue.jsReactWordPressNode.js - $50 hourly
- 0.0/5
- (1 job)
OBJECTIVE: Looking for new opportunities and challenges. QUALIFICATIONS: * Over Ten years of accounting and financial statement analysis experience * Management and review duties with TeamHealth, Inc. * Software Skills: Microsoft Office, Excel, Word, Lawson, Smartview, Hyperion, EssbaseFinancial Analysis
Mergers & AcquisitionsMicrosoft OfficeEssbaseFinancial StatementAcquisitionsAccounting BasicsFinancial ReportBalance SheetAccountingGeneral LedgerMicrosoft Excel - $125 hourly
- 0.0/5
- (0 jobs)
Executive level accounting experience with 20 years experience working for Fortune 5 public companies to local small businesses.Financial Analysis
Bill.comBudget PlanningFinancial ReportingManagement AccountingWorkamajigConcurSalesforceSage IntacctIntuit QuickBooksAccounts PayablePayroll AccountingAccountingAccounts Receivable - $50 hourly
- 5.0/5
- (1 job)
I'm an experienced SaaS finance and accounting professional that has helped several small to medium sized business and startups scale their operations for growth. I've worked with high-growth SaaS organizations from the $10m-$50m ARR range. I specialize in financial accounting, but have a wide-range of experience in translating financial data into actionable insights to help drive your business forward.Financial Analysis
SaaSFinancial ConsultingBudgeting & Forecasting SoftwareManagement AccountingCPAFinanceAccounting BasicsAccounting - $100 hourly
- 0.0/5
- (0 jobs)
🌟 Meet Shemeka Threets, Your Strategic Business Partner! 🌟 🚀 Elevating Businesses to New Heights: As a seasoned Strategic Business Consultant, I specialize in driving transformative change and delivering tangible results. With a proven track record in operations management, executive support, and process improvement, I'm dedicated to fostering organizational excellence and optimizing performance across various industries. 🔍 What Sets Me Apart: Strategic Visionary: I have a keen eye for identifying opportunities for improvement and implementing innovative solutions that drive growth and profitability. Operational Wizardry: From streamlining processes to enhancing efficiency, I excel in overseeing operational activities and introducing cutting-edge methodologies. Client-Centric Approach: My commitment to client success is unwavering. I collaborate closely with business owners to understand their unique challenges and objectives, delivering tailored solutions that exceed expectations. Business Mastery: With extensive experience in business management and coaching, I've guided numerous business owners through successful launches and sustainable growth. 🌱 Nurturing Success, One Business at a Time: Coaching Excellence: Whether it's through comprehensive training sessions or strategic guidance, I empower business owners to thrive in their endeavors, driving impactful change and operational excellence. Strategic Alignment: I ensure seamless communication and alignment with senior management, consistently surpassing company objectives and fostering collaborative relationships. Financial Acumen: My expertise in financial analysis and budget optimization ensures sound decision-making and maximized ROI for businesses under my guidance. Innovative Solutions: From project management to brand development, I leverage my diverse skill set to tackle challenges head-on and deliver measurable results. 💼 Let's Connect: If you're ready to take your business to the next level, let's connect! With a Bachelor's in Organizational Leadership, backed by years of hands-on experience, I'm passionate about driving positive change and helping business owners achieve sustainable success. Let's embark on a journey of growth and prosperity together!Financial Analysis
Relationship ManagementProblem SolvingTeam AlignmentBrand DevelopmentProject ManagementBusiness CoachingTraining & DevelopmentLeadership DevelopmentProcess ImprovementExecutive SupportBusinessBusiness StrategyCorporate StrategyBusiness Consulting - $60 hourly
- 0.0/5
- (0 jobs)
I am a Power BI developer with a strong track record in crafting visualizing dashboards. My skill set encompasses proficient data management, financial, and supply chain analytics. Specializing in developing forecast and data models, I excel in leveraging Microsoft Excel alongside visual data analytics tools to optimize decision-making processes.. • Data Visualization - Tableau / Power BI • Financial and Forecasting modeling • Data Mining, Cleaning, and Wrangling • Microsoft Excel and Power QueryFinancial Analysis
Business AnalysisBusinessTableauPower QueryMicrosoft Excel PowerPivotMicrosoft ExcelMicrosoft Power BI DevelopmentMicrosoft Power BI Data VisualizationMicrosoft Power BIData Analysis - $50 hourly
- 0.0/5
- (0 jobs)
Dependable professional and Top 25 MBA graduate with experience in evaluating business proposals, directing programs on social impact, applying a human-centric approach to problem solving, and building lasting relationships. Leads with curiosity and drives toward results with strong attention to detail and the creation of repeatable processes. Tenacious ability to organize and synthesize large quantities of data into useful insights and recommendations.Financial Analysis
Business MathematicsMathematics TutoringEngineering ManagementArt & DesignTravel PhotographyEvent PlanningForum ModerationSustainabilitySustainable DesignDesign ThinkingSocial Impact AssessmentBusiness Proposal WritingBusiness ProposalManagement Consulting Want to browse more freelancers?
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