Hire the best Financial Analysts in Texas

Check out Financial Analysts in Texas with the skills you need for your next job.
Clients rate Financial Analysts
Rating is 4.8 out of 5.
4.8/5
based on 263 client reviews
  • $50 hourly
    Accuracy and timeliness are important to me and I will not complete my work until you are 100% satisfied. Therefore, all work is completed by myself alone (NO OUTSOURCING) and I provide a money back guarantee if your expectations are not met. I am a dedicated professional having 11 years of experience preparing taxes and over 6 years of experience in payroll processing, bookkeeping, project management, data collection, research, and office administration. To leverage my experience, I have also acquired education in both Financial/Managerial Accounting and Google Ads. I am an autonomous individual with a keen ability to navigate numerous complex assignments. I possess the ability to adhere to new tasks and fashion industrious business models with substantial experience in accounting and general business management. My previous work has been used to optimize the financial decision making of companies of varying industries and individuals alike. I am an expert in the following: Payroll Rules and Regulations Personal Tax Filing (Federal/State) and Tax Code State of Texas Quarterly Filing and Registration IRS Remittance/Terminology Chart of Accounts Mastered Applications: Intuit QuickBooks Online Intuit QuickBooks Desktop Intuit Tax Software ADP Payroll Systems Google AdWords Google Analytics Google Ads 360 PDF Conversion Adobe Acrobat DC Pro Microsoft Office Microsoft Outlook Microsoft Word Microsoft Excel Microsoft PowerPoint
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    IRS Income Tax Audits
    Financial Audit
    Financial Plan
    Tax Strategy
    Bookkeeping
    QuickBooks Online
    Regulatory Intelligence
    Regulatory Compliance
    Accounting
    Communications
    CRM Software
    Tax Preparation
    Payroll Accounting
    Tax Law Compliance
  • $100 hourly
    Experienced Real Estate Financial Analyst Specializing in Development. Highly Skilled at Microsoft Excel Financial Modeling. Costar Access Capital Markets Advisor
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Real Estate Acquisition
    Real Estate Financial Modeling
    Finance
    Real Estate Financial Model
    Real Estate Investment Assistance
    Real Estate
  • $50 hourly
    Goal-oriented individual with applied mathematics, statistics, finance, and programming languages background that strives to excel in all given tasks. Has strong financial knowledge with skilled analytics, modeling, and valuation. Adapts quickly to all work environments while maintaining a high level of accuracy and ensures timely completion of deadlines.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Analytics
    Data Analysis
    Strategic Plan
    Presentation Design
    Finance & Accounting
    Excel Formula
    Analytics
    Financial Modeling
    Financial Planning
    Investment Research
    Information Analysis
    Microsoft Excel
    Data Entry
  • $84 hourly
    PROFILE US based - CPA with 16 years of experience working in public accounting, financial services, and partnered with many businesses; including a NYSE publicly traded company. Projects/ duties included: ✓ CFO/ Controller services - KPIs, Financial health review & Strategy ✓ Business Advisory Services ✓ Financial statement preparation and clean-up ✓ Financial modeling, budgeting and forecasting ✓ Business Valuations/ Acquisition Due Diligence ✓ Compilation Preparation I'm happy to help you with you short or long term Accounting and Finance needs. Arthur Donovan, CPA/ MBA Managing Director STJ Accounting
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    CPA
    Financial Reporting
    Finance
    Project Accounting
    Internal Auditing
    Bookkeeping
    Internal Control
  • $250 hourly
    I pride myself in Top-notch, Multifaceted Business and Tax Consultancy services/solutions, including but not limited to:Accounting,Consulting,Tax preparation,Tax consultancy,Tax planning,Business Planning,Marketing planning and Strategy ,Book-keeping, Financial Analysis,Compilations,Reviews,Audit,Trademark Application and Registrations/Renewals at the best possible rate to all and sundry..............If I wont do it right,I won't do it at all
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Content Writing
    Document Review
    Marketing Strategy
    HTML
    Financial Management
    International Taxation
    Bookkeeping
    Bank Reconciliation
    Financial Accounting
    Tax Preparation
    Intuit QuickBooks
  • $125 hourly
    Having founded four private equity funds and thirteen startups, I have been on both sides of the equation - asking for, and setting the terms of, an early stage investment. I founded, Chaired, and served as CEO for thirteen startups, (three are listed on NASDAQ). I also served on twenty-three private and public boards. As a fund managing partner, seventy-two companies received more than $350 million in first and second round funding returning more than seven times the original investment. I have the experience and knowledge to help you create a unique business plan, calculate your current and future valuation, optimize your strategic objectives, implement required Key Performance Indicators, install the appropriate level of governance, and/or perform a balanced score card assessment. Most importantly, I can maximize the impact your business proposal will have on any investor audience from a private investor to partnering institutional funds.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Sales
    Financial Projection
    Business Services
    Business Planning & Strategy
    Business Consulting
    Executive Coaching
    Business Coaching
    Startup Consulting
    Business Development
    Business Analysis
    Business Plan
    Business Modeling
  • $125 hourly
    Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out some of my models in the Portfolio section of my profile. I am very personable and want to learn how I can be of assistance to you! ◊ Service Offerings ◊ Financial Modeling: • Integrated/Three Statements Enterprise Planning • Capitalization Table • Taxation • Reporting • Debt Management • Personal Finance Valuation: • Monte Carlo Simulation • Discounted Cash Flow Analysis • Abnormal Earnings/Residual Income Management & Decision-making Tools: • Business Process Automation • Pricing • Form Automation • Dashboards & Performance Measurement • Data Visualization • Optimization • Decision Tree • Scheduling
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Planning
    Corporate Finance
    Business Analysis
    Venture Capital Consulting
    Company Valuation
    Financial Reporting
    Financial Modeling
    Visual Basic
    Business Valuation
    Data Visualization
    Cash Flow Analysis
    Financial Projection
    Microsoft Excel
  • $60 hourly
    Discover peace of mind with your finances! Many business owners tackling bookkeeping themselves often find themselves overwhelmed and confused, resulting in messy books. As a Certified QuickBooks ProAdvisor and Accountant by trade, I specialize in bringing clarity to your financial records. With my expertise, you can trust that your numbers are accurate and your focus remains on growing your business. If you're seeking a financial partner who goes beyond mere bookkeeping to actively optimize your company's growth, then let's connect! Here's how I support my clients: ✔️Cleanup of Books ( One-time Project, with monthly maintenance / bookkeeping) ✔️Full Charge Bookkeeping (Bank reconciliation, Sales & AR management, AP management, Expense tracking, Payroll, Inventory Management, Sales Tax filing and payment) ✔️Full Cycle Bookkeeping - Closing of books / month-end close preparation; Profit & Loss, Balance Sheet, Cashflow statement Industries Served: 💰 Construction / Contractors 💰 Ecommerce 💰 Advertising / Digital Marketing 💰 General Service Industry 💰 Restaurants 💰 Trucking 💰 Real Estate / Property Management 💰 Lawn Care/ Landscaping 💰 Retail Software Expertise : 💠Quickbooks Online 💠 Avalara 💠 Asana 💠 Amazon Payee Central 💠 Amazon Seller Central 💠 ADP 💠 Ascend TMS 💠 Billpay 💠 Box 💠 Corpay 💠 Canopy 💠 Coconstruct 💠 Clickup 💠 Dext 💠 Dropbox 💠 Hubdoc 💠 Invoice2go 💠 Gusto 💠 Paychex 💠 Jetpack 💠 Google Sheet 💠 MS Office Applications
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    QuickBooks Online
    Tax Preparation Software
    Sales Tax
    Account Reconciliation
    Tax Preparation
    Intuit QuickBooks
    Bookkeeping
    Microsoft Excel
    Accounts Receivable
    Payroll Accounting
    Zoho Books
  • $200 hourly
    I am looking to collaborate with business owners eager to transform their financial strategies, especially if they feel it's becoming a barrier to their success. I will help you manage all of the financial aspects of your business so that you can reach a place of financial empowerment that enables you to focus on your passion, your business. If you are looking for a true financial partner who doesn’t just punch the numbers but takes an active role in optimizing your company’s growth, let's schedule a call. Services Provided: Virtual CFO, Pre-audit Engagements, Business Consultant, Controller, Accounting Manager, Monthly review, Audit Liason, Pre-audit prep, Forensic Accounting, Internal Auditing, HR support, Cash to Accrual Conversion Professional Skills: CFO, Controller, Accounting Manager, Quickbooks Proadvisor, QuickBooks Online, Quickbooks Training, Accounting review and Clean up, Bookkeeping, Payroll, Account Reconciliations, Budgeting & Forecasting, Financial Analysis, Management Reporting, Public Accounting, Create Policies and Internal Control Documents, Liaison for audits Software skills: QuickBooks Online, Wave, Appfolio, Buildium, Fathom, Google Sheets, Google Docs, Advanced Excel, Word, PowerPoint, Hyperion Essbase, SAP, JDE, Oracle and Business Objects, Apps: Teamwork, Asana, Clickup, Clio, Lawpay, Practice Panther, Square, Stripe, Amazon, Bill.com, Paypal, Shopify, Hubdoc, Trello, Skype, Slack, Cliq, Teamwork, Fathom, Zapier, ADP, Gusto, T-Sheets, Veem, Harvest, Google Sheets, and Google Docs Personal Qualifications: Energetic, Effective Communicator, Organized, Detail-oriented, Able to Multi-Task, Time Management skills, Trustworthy, Client focused, Problem Solver,
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Buildium
    AppFolio
    CPA
    Financial Reporting
    Bookkeeping
    GAAP
    Financial Variance Analysis
    Intuit QuickBooks
  • $75 hourly
    ▶️ Experience 🏗️ 8+ years in the construction industry (commercial and residential) 📊 2+ years of real estate financial modeling experience 🏘️ 3+ years of self managing 6 short term rentals in TX and CA (Acquisition, Setup & Launch, Property & Asset Management) ▶️ Services Offered: ✅ Construction Cost Estimating ✅ Construction Administration & Owner’s Rep ✅ Real Estate Financial Modeling ✅ Underwriting and Due-Diligence of Real Estate Acquisitions ✅ Asset Management ▶️ Skills and Competencies: ✅ Experienced analyst with track record as an operator and owner of real estate ✅ Realistic estimation of project costs and timelines ✅ Holistic analysis and dependable financial picture for your venture ▶️ Commitment to Excellence: ✅ Client-centric approach ✅ Expertise to bring visions to fruition ✅ Ensuring project success every step of the way "You can get helpful assistance quickly, but expect a full solution to take time" - Byron Gangnes Talk Soon!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Budget Planning
    Budget Management
    Cost Control
    Acquisitions
    Pre-Construction
    Construction
    Construction Estimating
    Underwriting
    Real Estate Financial Model
    Real Estate Acquisition
    Real Estate
    Construction Management
    Financial Modeling
    Cost Analysis
  • $150 hourly
    ✅ Microsoft Certified Solutions Expert (MCSE) Power BI Consultant with 9+ years of professional experience designing & developing custom Business Intelligence solutions | Business Intelligence Consultant with extensive experience in Microsoft Power BI & Excel. I’m extremely passionate in my ability to meticulously help my clients define and interpret business requirements, and then create high-impact BI solutions that drive business value. Some of the areas of expertise I offer on the MSBI stack include: • Connecting to heterogeneous data sources (i.e. Excel, SQL Server, Dynamics 365, MS Access, SharePoint, CSV, Text, XML/JSON files) • Modeling and Cleansing data via Power Query, Data Flows (Gen2), and Azure Data Factory • Implementing data warehousing solutions via Azure Synapse and Microsoft Fabric • Creating and managing table query relationships • Performing pivot table data analysis via Power Pivot • Calculating performance KPI metrics using highly efficient DAX formulas • Developing high-impact visual reports with modern dashboard designs • Configuring dashboards, reports, and apps in Power BI Service for user consumption • Implementing data governance strategy and row-level security (RLS) policies I’ve successfully implemented custom reporting analytics solutions for Fortune 500 enterprise clients such as: ✅ PepsiCo ✅ Johnson & Johnson ✅ Mercedes-Benz I’ve also included a broad portfolio below of some custom reports I’ve developed in the past. 💡WHY SHOULD YOU WORK WITH ME OVER OTHERS? 💡 ☑️ Value: I pride myself in over-delivering for my clients. I carry my passion for the work that I produce into each and every engagement. ☑️ Responsiveness: Keeping all vital lines of communication with my clients open during all available hours ☑️ Persistence: Ensuring that a successful outcome is delivered regardless of the number of iterations that need to take place. ☑️ Client Feedback: My main mission is to focus on providing value to ALL of my clients and earn their trust in the process. I believe my job feedback score reflects the value I bring to the market and I take all client input/feedback very seriously as a result. Please don’t hesitate to reach out so that we can work collectively to meet all of your business needs. Schedule a consultation today to see if we're a fit to work together, I look forward to chatting with you and your team!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Azure
    Python
    Microsoft Excel
    Financial Modeling
    Tableau
    Financial Report
    Microsoft Power BI
    SQL
    Data Analysis
    Power Query
    Financial Reporting
    Financial Planning
    Business Intelligence
  • $190 hourly
    There are 3 main services I provide (in no particular order): 1. I sell my financial market analysis, research, forecasting, and education expertise to commercial enterprises If you are an entrepreneur or commercial enterprise that needs market content, trading ideas, or trading tips delivered on your website/platform, my 13 years of experience can solve that problem for you. 13 years of content experience: *Market analysis for forex, stocks, commodities, crypto *Trading tips *Financial market education *Research and analysis on crypto projects *Formats include written, video, live webinars and in-person presentations 2. I sell courses on chart reading and technical analysis to forex, commodities, stock and crypto traders. My 20 years of trading experience will help you learn: *How to determine market's trend *Technical analysis and chart reading *How to identify trading opportunities *Elliott Wave Theory (I have earned the rare Certified Elliott Wave Analyst - Masters designation [CEWA-M]) *Strategies to enter and exit the market *How to manage risk and where to place stop losses 3. I help businesses get more clients and leads online. If you are struggling with attracting the right client avatar or converting them into paid clients, then I can help you. We'll assess your online presence and discuss a plan for growth. My experience on the leadership team of a publisher reaching 2 million people monthly taught me what effective SEO, advertising, copywriting, and funnels look like so we can implement what you need within your business. We'll strategize on: *Your website *SEO *Advertising *Funnel engagement tools like bucket.io *Email nurture sequences Once the strategy is in place, I'll set these up so you can continue focusing on being the Subject Matter Expert of your business!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Online Writing
    Forex Trading
    Teachable
    Market Analysis
    Cryptocurrency
    Technical Analysis
    Finance & Accounting
    Google Analytics
  • $75 hourly
    Analytical financial professional with expertise in financial and data analytics. Seeking to leverage engineering background for experience in financial industry. Roughly two years of financial analysis and valuation experience, and 10 years of experience in quantitative analytics. I am excited to discuss potential part-time opportunities and explore the value I can bring to your project/organization.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft PowerPoint
    Project Management
    MATLAB
    Visual Basic for Applications
    Python
    SQL
    Data Analysis
  • $65 hourly
    ☑️ Master-Degree Educated ☑️ Big-Bank Trained ☑️ 10+ Year Experienced Part Time CFO and Management Consultant, specialized in helping Small Enterprises and Startups improve their Strategy, Operations, and Financial Analysis. ✉️ Hyper Responsive | 💲Willing to Work with Tight Budgets | ⌚ Available Sun. - Thu. I've helped founders develop businesses ranging from private equity-funded SaaS companies, graphic design studios, medical supply distributors, social media management agencies, to specialized consultancies. My comprehensive approach is "strategy first" to ensure that my client's have a path forward that informs all other financial, operational, and regulatory work they need. Here Are Some Services I Provide: - Financial Management Advising - Financial Statement Creation - Profitability & Cash Flow Analysis - Projections/Forecasting & Financial Modeling - DCF Financial Analysis - Business Strategy Development & Mapping - Technology Implementation - Industry and Competitor Analysis - Regulatory Compliance Research & Advising DISCLAIMER: I cannot provide legal advice or act as a legal representative or counsel as part of regulatory compliance work
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Forecasting
    Business Research
    Startup Consulting
    Financial Statement
    Business Strategy
    Business Plan
    Pro Forma Statement
    Financial Projection
    Financial Planning
    Financial Reporting
    Financial Modeling
    Cash Flow Analysis
    Industry Research
    Finance & Accounting
  • $60 hourly
    I specialize in QuickBooks- both Desktop and Online. I do not offer QB training or tax filing. Menu of services: *Year end review-I partner with a CPA that will review your books and provide audited financials. *Start up-If you are starting a new business and have no idea what a Chart of Accounts is or how to set up Customers and Vendors then I will get you up and running *Clean up-Sometimes just don’t know where to book those receipts so you guess or put them all to Miscellaneous and let your CPA figure it out at Year-End. Maybe you are new to this or discover that your bookkeeper didn’t know as much as they said they did. Now your books are a mess and you can’t get a handle on how your business is doing. *Catch up-This is a great service for the business owner who wants to keep their own books but has fallen behind. I can step in, get everything caught up so you are back up and running. *Monthly Review-If you are the business owner who wants to enter bills, cut checks and create invoices but not deal with the monthly bank reconciliations and needs someone to reconcile accounts and review the months transactions for accuracy. *Full Service Bookkeeping-I handle all transactions for you. *Custom Plan- We come up with a custom plan that fits your needs
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Inventory Plugin
    General Ledger
    Financial Reporting
    Month-End Close Assistance
    Job Costing
    Bookkeeping
    Transaction Data Entry
    Accounts Payable
    Microsoft Excel
    Intuit QuickBooks
    Accounts Receivable
    Bank Reconciliation
  • $40 hourly
    I have 20 years experience in corporate accounting. I've worked in retail, manufacturing, medical and the oil and gas industries. I possess an Associates degree with an emphasis in accounting and business. I have excellent communication skills, and am adept to accounting software and new technologies. I have stellar organization skills and work with integrity, honesty and trustworthiness. I am very detail oriented and I am flexible to adapt to different working styles. I am very happy working with numbers, and have an inquiring mind.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Themis Solutions Clio
    QuickBooks Online
    Adobe Acrobat
    Microsoft Word
    Intuit QuickBooks
    Bookkeeping
    Account Reconciliation
    Bank Reconciliation
    Balance Sheet
    Accounts Payable
    Microsoft Excel
  • $100 hourly
    I am a QBO Certified Pro Advisor with 20 years of accounting/financial operations experience with high-level roles spanning various industries. Highly detailed and driven to find and fix financial operations issues ranging from incomplete/old processes to insufficient data. My ultimate goal is to help businesses understand their output and focus on areas that need more attention. I have a passion for clean data, so I'm constantly getting my hands dirty with transactional data and account reconciliations to help gain insight into the actual operating results of businesses. I enjoy working on process improvement projects to deliver cost reductions through time and resource savings and data analysis to find the root cause of any concerns you may have with your business. For additional details, please take a look at my website: mpccs.com. Areas of Competency: - Fractional Controller/CFO work - Bookkeeping - Financial preparation and review - GL account analysis and cleanup - Inventory/Purchasing/Warehouse management - Budgeting/Forecasting - Creating/Updating/Reviewing KPIs & BKMs - GAAP Compliance - Month-End closing processes - Experience in both large ERP and cloud-based accounting systems - Business Processes and Controls - Internal Control/Financial audits - Forensic audits - Borrowing base reporting - Revenue recognition - Recurring revenue and subscription-based invoicing - Project management Past Accomplishments: - Promoted to Controller of a $100M+ manufacturing company within three years of starting as the staff accountant. - Decreased past due AR from 12% to < 6% on $1B of revenue after rebuilding the processes and reporting - Successfully insourced (pulled back from overseas) a team while saving money and increasing productivity and improving results - Decreased processing time for price increases on thousands of products from weeks to 1 second with a simple click of the button - Reworked process flows to allow for the redistribution of headcount to other areas of the business - Standardized SKUs and removed one-off items from company offerings to allow executives to focus on growth - Implemented new accounting software at multiple companies - Increased employee engagement through in-house development programs - Process automation at every level of accounting and operations
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Internal Auditing
    Forensic Accounting
    Company Policy
    Accounts Receivable Management
    Cost Control
    Data Analysis
    Root Cause Analysis
    Process Improvement
    Bookkeeping
    Financial Reporting
    Account Reconciliation
    Cost Analysis
  • $40 hourly
    Accomplished IT Service Management professional with over 25 years of providing first-class and consistent results for major companies. Highly skilled communicator with over 20 years of management experience coaching, mentoring, and developing staff and employees. Articulate and accomplished writer with a history of creating outstanding policies & procedures, training, executive presentations, contracts, and other business documentation for organizations of all sizes from large companies down to individual job seekers.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Resume Design
    Blog Content
    IT Consultation
    Content Writing
    IT Service Management
    Business Writing
    Project Management Professional
    Financial Management
    Leadership Skills
    Search Engine Optimization
    Project Scheduling
    SEO Writing
    Budget Management
  • $100 hourly
    I have enjoyed building financial models for nearly 20 years, and I would love to help your organization crystallize its financial future. I specialize in “turning the story into numbers” and build custom Excel and Google models that input variables specific to your organization and automatically return universally accepted financial statements and cash plans. My process aims to quickly learn your needs, stay highly communicative throughout the build, very clearly convey what finished product you will receive, and remain available for free questions/answers and model tweaks after delivery. My models have been used by a very wide range of organizations and purposes, and the quality of my work is evidenced by how frequently I establish long term relationships with partners. Below is just a small sampling of repeat consultant or employment partnerships: •Alaskan restaurant franchise using my financial models to target nationwide expansion (CFO consultancy) •CEO of a $10b company using my financial models to identify disaster recovery risk •Kenyan bamboo startup using my financial models to secure international grants •$3m Washington, DC tech startup using my financial models to establish financial foundation (CFO consultancy) •California student housing platform using my financial models to secure advanced funding rounds If your organization has an operational vision, but needs help translating that into an actionable financial plan, let’s talk. I look forward to solving your modeling needs. Jeff
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Financial Management
    Business Cases
    Financial Accounting
    Presentations
    Microsoft Excel
    Cost Analysis
  • $100 hourly
    I’m an accountant with a decade of public accounting experience. My focus is in tax preparation and client advisory services. I’ve worked with small business owners to reduce tax risk and make financial matters easier to understand. I specialize in preparing tax returns for individuals, businesses, estates, and trusts. My goal is to give clients the tools they need for financial success and long-term growth. Let’s work together to reach your goals!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    NetSuite Administration
    Bookkeeping
    QuickBooks Online
    Financial Statement
    Wave Accounting
    Oracle NetSuite
    Tax Preparation
  • $75 hourly
    As a QuickBooks Online Accountant, I am here to ease business owners who feel overwhelmed and short on time for their bookkeeping. Bookkeeping and tax is arguably the backbone of any business. I am here to strengthen your processes and workflows to create a unique business structure that promotes organization, creates more time, and simplifies any financial mess. I am a professional bookkeeper and tax pro whose focus is on service-based businesses. I am timely, organized, and responsive. I graduated from Cedarville University in 2020 and am currently building my business to support yours. I am flexible and tailor my services to you because every business is different, and I do not expect you to fit into a standard box. I offer -Tax Prep and Filing -Specialized Chart of Accounts -Reconciliation -Organization and classification -Financial reports -A/R and A/P support -Assisted payroll -Phone & email support -Analysis, benchmarking, and goal setting -and more!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Office
    Financial Report
    Chart of Accounts
    QuickBooks Online
    Gusto
    Bookkeeping
  • $75 hourly
    Remote Program/Project/Portfolio/Product management. Business analysis. Client relations. Account management
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Risk Assessment
    Presentations
    Documentation
    Requirements Specification
    Product Management
    Project Plans
    Business Cases
    Project Scheduling
    Process Infographics
    Critical Thinking Skills
    Leadership Skills
    Resolves Conflict
    Status Reports
  • $65 hourly
    "3P"-focused ("People, Planet, Profit") business executive and start-up founder. I am an experienced investment banker, Chartered Financial Analyst, and sustainability entrepreneur. I have successfully worked with clients ranging from multi-billion-dollar market cap, publicly listed companies in numerous sectors, to early-stage start-ups. My portfolio of capabilities include: * Financial strategy, company valuation, financial modelling, financial planning, institutional equity research and sales, investment research, investment management, economic analysis, financial inclusion, financial education. * Corporate sustainability, sustainable finance, ESG, GRI, SASB, GHG Protocol, UN SDGs, sustainable human resources management, sustainable supply chains. * Business development, business building, entrepreneurship, start-ups, corporate sales, project management, multi-cultural cross-border team building and leadership, operations. I look forward to being of service to you and your company.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Corporate Social Responsibility
    Environmental, Social & Corporate Governance
    Sustainability
    Chartered Financial Analyst
    Equity Research
    Company Valuation
    Business Valuation
  • $167 hourly
    Let me streamline your business or help you start one! I am a CFA charter holder with experience as a CFO and a knack for financial modeling. I specialize in developing highly customized and automated models and systems related to finance, operations, project management, and data. My goal is to provide you with bespoke tools for managing your business that can replace costly software and subscription-based services. I have worked with businesses and on investments across a wide range of industries -- Much of my experience has been related to real estate, but I have worked on everything from cruise lines to crypto and everything in between! I can help you... - Create a new set of financial models for your business or enterprise. - Develop an underwriting model for your recurring projects. - Design a system to collect, model, and analyze data generated from your investments and day-to-day operations. - Generate internal systems to cut down on unnecessary recurring software expenses. - Automate administrative processes to enhance your operational efficiency. - Identify and solve your operational inefficiencies. - Create value-add by evaluating what you may currently consider to be useless data. Let me build you models and systems that are… - Automated and user-friendly. - Fully customizable to reflect project variation and future changes to your business or investment. - Able to reflect a wide range of scenarios and cases. - Highly detailed to allow you to “dig in” and collapsible to allow you to focus on the big picture. - Complete with a fully customizable set of exports for internal use or external distribution. - Designed to be easily updated when individual inputs or your entire business model changes.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Consulting
    Systems Modeling
    Real Estate Financial Modeling
    Systems Development
    Data Analysis
    Data Center Design
    Business Analysis
    Investment Strategy
    Microsoft Excel
    Financial Modeling
  • $95 hourly
    I'm a former VP of Goldman Sachs and have over 15 years of commercial real estate experience. Over the course of my career I have successfully underwritten in excess of $6 billion in transactions across all asset classes and specialize in multifamily. I create custom real estate models and have competitively priced stock models for sale (reducing cost and time). I also create real estate pitch decks / OMs (single asset and portfolio) and capital raising pitch decks (programatic JV, private equity) for multifamily, office, industrial, retail and self-storage.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Graphic Design
    Presentation Design
    Financial Modeling
    Real Estate Investment Assistance
    Fundraising Presentation
    Financial Projection
    Business Plan
    Real Estate Financial Modeling
    Business Planning & Strategy
    Pitch Deck
    Microsoft Excel
    Fundraising
    Real Estate
    Valuation
  • $125 hourly
    I am currently the Founder and CEO of CFO Family, LLC, a global wealth technology platform delivering the most comprehensive and interactive views of total net worth to wealth owners and their advisors. In 2017 I created Aquifer Resources, LLC and held the title of CEO. Aquifer Resources was formed to supply water for drilling and fracking projects in West Texas until it was sold in 2020. I began my career in the Financial Industry in 1997 and previously owned Arrow Private Wealth, LLC, a multi-family office. Arrow Private Wealth was formed after spending 13 years with LD Lowe Wealth Advisory where through the years I filled the roles of Chief Executive Officer, Chief Operations Officer, and Chief Compliance Officer. I attended the University of Arkansas and earned a Bachelor's Degree in Financial Management. I currently sit on the Dean's Alumni Advisory Council for the Walton School of Business at the University of Arkansas.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Projection
    Private Equity
    Business Valuation
    Management Skills
    Project Management Professional
    Financial Consulting
    Venture Capital Consulting
    Financial Reporting
    Financial Plan
    Financial Planning
    Financial Management
    Business Analysis
    Business Plan
  • $100 hourly
    ✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 6 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is completed by me -Providing quality wok and clear communication is important to me I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Cash Flow Analysis
    Forecasting
    Real Estate
    Microsoft Excel
    Financial Planning
    Underwriting
    Financial Report
    Financial Modeling
    Valuation
    Mergers & Acquisitions
    Financial Projection
    Investment Banking
    Private Equity
    Pro Forma Statement
  • Want to browse more freelancers?
    Sign up

How hiring on Upwork works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by 5M+ businesses