Name: Financial Analysts
Brand: Upwork
Rating: 4.8 (2179 reviews)

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Clients rate Financial Analysts

4.8/5

based on 2,179 client reviews

$190 hourly
- 5.0/5
- (134 jobs)
I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Trading coaching (options, stocks, futures) - Custom trading tools (Excel only, no Python, APIs, etc.) - Data Analysis - Hedging and portfolio management Feel free to reach out regarding private wealth management as well.

Financial Analysis
Investment Research
Derivatives Trading
Stock Option Agreement
Microsoft Excel
Accounting Principles & Practices
Financial Modeling
$60 hourly
- 5.0/5
- (76 jobs)
Top Rated Excel Expert & Data Analyst - 8 years of experience Often, you need to understand your business' metrics better, want to optimize your existing spreadsheets, or need an Excel template created for a task. But it can be overwhelming deciding where to start, what is most important to do, and just the general uncertainty of it all. Whether you have short or long-term needs, I hope you can consider me as your go-to for any advanced analysis and Excel help! While my focus is primarily on (general) quantitative analysis, financial analysis, and KPI management & analysis, some of the common services I offer are: - Data cleaning, analysis, and visualizations - Spreadsheet (and template) design and optimization - Dynamic dashboards - Custom order forms and invoice sheets - Operational, financial, and management reports/summary pages - Inventory management and analysis

Financial Analysis
Financial Modeling
Balance Sheet
Business Analysis
Data Processing
Business Intelligence
Data Cleaning
Operations Analytics
Data Analytics
Spreadsheet Software
Excel Formula
Dashboard
Data Visualization
Data Analysis
Microsoft Excel
$60 hourly
- 4.9/5
- (60 jobs)
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

Financial Analysis
QuickBooks Online
Tax Preparation Software
Sales Tax
Account Reconciliation
Tax Preparation
Intuit QuickBooks
Bookkeeping
Microsoft Excel
Accounts Receivable
Payroll Accounting
Zoho Books
$75 hourly
- 5.0/5
- (34 jobs)
Want to give your business idea it's BEST shot at success? I've helped entrepreneurs raise millions from banks, investors and the SBA to help them realize their vision. Have a business and was to OPTIMIZE your profits? I've successfully run hotels, bars and restaurants and I'm happy to show you how to do the same. My clients are serious about taking their ideas from concept to reality, and I help them do just that! My personal favorite client quotes (check my portfolio below) ✅"Sam was very professional and thorough. He completed the job earlier than proposed. He was always available and very detailed. Great job!!" ✅"Hey Sam, just wanted to forward along the good news that the loan was approved today!" ✅"Sam was great to work with. He was always available and quick to respond with updates and revisions. His knowledge in the field was sound and was able to efficiently create an outline on which we were then able to collaborate towards my specific needs and goals. " My clients are able to confidently present their proposals anywhere and get the results they need. I can't help everyone, but we may be a good fit if you're thinking: ⚡️"I'm not an expert at writing proposals or making spreadsheets, and I don't have the time to mess around with it" ⚡️ I need a fresh set of expert eyes to help me see where I can improve my business ⚡️"My last business plan was an embarrassment, and I don't want that EVER again" ⚡️"I know how to run my business, but maybe I'm too close to it" ⚡️"I need a full business plan package that I KNOW 100% will tell my company's story right" Working with me you'll: ⭐️ A clear, concise game plan to help take your business to the next level ⭐️Stop struggling with Excel and spending hours on the Internet- I handle all FINANCIAL STATEMENTS, FINANCIAL MODELS, GRAPHS and MARKET RESEARCH ⭐️Put your best foot forward the FIRST time! ⭐️Get delivered TURNKEY, INVESTOR GRADE documents that raise capital. ⭐️SAVE MONEY by getting high quality work that you can reuse for your PowerPoint presentations My clients have a lot to say about me: ✅"Sam was a great business partner" ✅"Excellent, James knew his craft in producing a thorough business plan." always available and very detailed. Great job!!" ✅"communication was good, and he was open and receptive when I had feedback, and patient and knowledgeable" What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Sound like a fit? Next steps: 📺 Watch the video on my Upwork profile 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together in your message. About me: Proven track record of optimal revenue performance: managing P&L, leading annual planning, driving monthly/quarterly analysis and reporting; Initiator of creativity and collaboration towards common goals by spearheading operational process redesigns from conception to implementation; Relationship-oriented leader diligently cultivating, maintaining established/potential partnerships, demonstrated success of supervising, unifying and motivating various teams to surpass targeted goals while maintaining quality performance

Financial Analysis
Financial Modeling
Social Media Marketing
Business Writing
Accounting Principles & Practices
Email Marketing
Microsoft Excel
Business Plan
Forecasting
$75 hourly
- 5.0/5
- (34 jobs)
▶️ Experience (all in U.S.) 🏗️ 7+ years in the construction industry (commercial and residential) 📊 2+ years of real estate financial modeling experience 🏘️ 2+ 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 ✅ Project Scheduling ✅ Owner’s Representation ✅ Real Estate Financial Modeling ✅ Underwriting and Due-Diligence of Real Estate Acquisitions ▶️ 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!

Financial Analysis
Real Estate Investment Assistance
Real Estate Appraisal
Acquisitions
Pre-Construction
Construction
Material Take-Off
Cost Estimate
Construction Estimating
Pro Forma Statement
Underwriting
Real Estate Financial Model
Real Estate Acquisition
Real Estate
Project Scheduling
Construction Management
Financial Modeling
Cost Analysis
$70 hourly
- 5.0/5
- (9 jobs)
Over 7 years working as an external auditor for the State performing regulatory, operational and financial compliance, and financial reviews. Have analytical, problem-solving, diagnostic, researching, and project management skills. Write audit reports. Have a Bachelor in Accounting, MBA in Finance, and a CPA license. Have knowledge of accounting standards and principles, auditing principles, stock analysis, theoretical portfolio management, real estate principles, and financial analysis of firm. Here to make extra money. Glad to assist in your accounting, auditing, or financial needs.

Financial Analysis
Cost Accounting
Financial Reporting
Financial Management
Financial Statement
Financial Presentation
Real Estate Financial Modeling
Financial Accounting
Financial Audit
$90 hourly
- 5.0/5
- (123 jobs)
I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.

Financial Analysis
Investment Strategy
Certified Financial Planner
Real Estate Investment Assistance
Personal Budgeting
Investment Research
Finance & Accounting
Financial Modeling
Financial Planning
$65 hourly
- 5.0/5
- (193 jobs)
I am a seasoned market researcher with extensive experience in competitive analysis. I work with start-ups and SMEs and have three years of experience researching and monitoring various tech companies, particularly those in the private equity space. SERVICES - My services include the following: • Industry Research and Analysis • Market Research and Sizing (TAM, TOM, SOM) • Competitor Research and Comparison • Market Share • Company Research • Executive Research • Product Research (comparisons, development roadmap) • Investment Portfolio Monitoring INDUSTRY EXPERIENCE: I have broad industry experience as listed below: 3PL | Aggregate Rock & Quarries | Airline | Automated e-Mail and SMS Software | CRM Software | Cybersecurity | e-Commerce | Fintech | Healthcare Tech | Food & Beverage | Green Processes Legal Ops | Maintenance and Repair | Manufacturing | PMMA/PUMA Technology| Software | Television and Streaming | Transportation | Waste Management Please contact me if you want me to submit a proposal for your project.

Financial Analysis
Report Writing
Critical Thinking Skills
Topic Research
FinTech
SaaS
CRM Software
B2B Lead Generation
Customer Analysis
Company Research
Due Diligence
Investment Research
Market Research
Industry & Competitor Analysis
Industry Research
$200 hourly
- 5.0/5
- (15 jobs)
I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.

Financial Analysis
Financial Reporting
Financial Presentation
Chartered Financial Analyst
Financial Management
Due Diligence
Corporate Finance
Financial Modeling
Mergers & Acquisitions
$150 hourly
- 5.0/5
- (86 jobs)
Professional Summary 30 years of profitable business operations experience concerning US Government Prime and sub contracts. Author of FAR/DFAR compliance programs for owned companies and corporate clients. Subject matter expert in Prime contract/subcontract RFP responses/proposals, negotiation and audit for contracts subject to the Truthful Cost and Pricing Data Act (formerly TINA). Highlights • Applied cost accounting skills overseeing direct and indirect cost analysis • Commercial assertions and determinations for products and services • RFP/RFQ/RFI responses • Incurred Cost Proposal (ICP) submissions • Proposal support • Experienced in CPSR preparation, evaluation and post survey compliance programs • Experienced in DCAA audits of FFP w/EPA, Cost Plus and T&M contracts • Executive, management, consulting and training experience

Financial Analysis
Contract Management
Federal Acquisition Regulations
Purchasing Management
Business Consulting
Supply Chain Management
Business Proposal Writing
Proposal Writing
$75 hourly
- 4.9/5
- (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) Weaver

Financial Analysis
Tax Preparation
Research & Strategy
Executive Coaching
Six Sigma
Business Strategy
Finance & Accounting
Lean Consulting
Financial Planning
Strategic Plan
Business Management
Bookkeeping
Payroll Accounting
Accounting Basics
$80 hourly
- 5.0/5
- (38 jobs)
I am a results-driven financial leader with a proven track record of building robust accounting processes tailored to the unique needs of fintech startups. My expertise spans strategic tax planning, comprehensive bookkeeping, and tax preparation services, with a particular focus on emerging sectors like blockchain, cryptocurrency, and the Metaverse. As a Contract CFO, I have played a critical role in facilitating startup capital acquisition, creating scalable accounting frameworks, and ensuring financial compliance, which have been instrumental in driving growth and stability for innovative companies. With a deep understanding of the latest tax laws and regulations, I excel in designing and implementing streamlined processes that enhance efficiency, accuracy, and compliance. My ability to stay ahead of industry trends and legislative changes allows me to offer cutting-edge solutions that meet the evolving needs of fintech clients. Whether overseeing audits, managing day-to-day bookkeeping, or preparing tax returns, I am committed to delivering exceptional financial stewardship and fostering the success of forward-thinking organizations. In short, what I'm selling is peace of mind. Entrepreneurs are experts in their craft and shouldn't be distracted or discouraged with the numbers.

Financial Analysis
Financial Projection
Company Valuation
Bookkeeping
Business Planning & Strategy
Cryptocurrency
Bank Reconciliation
Business Analysis
Accounting Principles & Practices
Accounting Basics
Tax Law Compliance
Tax Preparation
Tax Planning & Advisory
Strategic Plan
QuickBooks Online
Microsoft Excel
Startup Consulting
Corporate Tax
$150 hourly
- 4.9/5
- (37 jobs)
I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.

Financial Analysis
Visual Basic for Applications
Financial Modeling
Competitive Analysis
Forecasting
Business Plan
$150 hourly
- 5.0/5
- (40 jobs)
✅ 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!

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
$195 hourly
- 5.0/5
- (61 jobs)
Thirty-two (32) years of experience in commercial real estate, including retail, office, industrial, & multi family properties. Skilled management consultant and broker. I routinely work as an Expert Witness in commercial real estate disputes and have experience testifying at trial. Expert in triple net (NNN) and other types of commercial real estate leases, audit of NNN expenses, asset management, lease abstraction, lease administration, leasing, corporate real estate,, disaster planning/response, development, due diligence, facilities management, construction project management, roof and pavement management programs, and management of real estate portfolios. I have an active account with CoStar with national coverage. Former Head of Property Management for a real estate investment trust (REIT) with 5,700 properties across the United States. Whether you are a Tenant or Landlord, I work with small business owners to global corporations and would welcome the opportunity to discuss your specific needs. I also work with attorneys as an Expert Witness on complex legal cases. FINE PRINT: Any guidance, advice, assistance, and/or information provided by me is should not be considered legal or tax advice and shall in no event create any sort of agency relationship. I am a licensed Real Estate Broker in California (DRE# 01125276).

Financial Analysis
Contract Drafting
Commercial Lease
Business Writing
Property & Equipment Lease
Business Transformation
Management Consulting
Real Estate
Business Analysis
Financial Modeling
Business Coaching
Real Estate Investment Assistance
$175 hourly
- 4.8/5
- (113 jobs)
I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.

Financial Analysis
Tax Strategy
Xero
Intuit QuickBooks
Income Statement
GAAP
Bookkeeping
Tax Return
Tax Planning & Advisory
$75 hourly
- 5.0/5
- (37 jobs)
Seasoned real estate professional with over 10 years of experience in development and investing. Commercial Real Estate Pro Financial modeling, Marketing memorandums for CRE Experienced, Analytical Analyst/Real Estate Financial Modeler During my career, I have worked on various aspects of real estate, including underwriting, due diligence, contract negotiation, property identification, financing, and management. I have a diverse background in both commercial and residential real estate and have successfully completed over $200 million in development and acquisition projects across the United States. My expertise in the industry enables me to deliver exceptional results, and I am passionate about creating value for clients through innovative real estate solutions. My most recent projects have been the successful acquisition of $20million of Commercial Real Estate Assets in Texas, Nevada and Illinois. My responsibilities were to spearhead the search, financial analysis and due diligence for each property. I was a integral person leading the team for the investor in hiring all 3rd parties involved with the Real Estate Transaction.

Financial Analysis
Investment Strategy
Construction
Financial Modeling
Underwriting
Real Estate Investment Assistance
Due Diligence
Contract Negotiation
Real Estate
$55 hourly
- 5.0/5
- (27 jobs)
I have 10+ years of experience in creating functional and visually appealing vba excel workbooks and dashboards. However, my excel knowledge is only half the package. I strive to not only deliver the finished project but ensure complete customer satisfaction. I am organized, accurate, reliable, and detailed orientated. You will walk away from the project content with both the work that was completed and my work ethic. What distinguishes me from others in my field? I have a wide range of experience in creating workbooks for different fields such as purchasing, engineering, planning, human resources, and finance. I am not confined to a box and mix and merge my experiences to successfully complete my projects. I look forward to not only doing a job right, but surpassing all expectations.

Financial Analysis
Administrative Support
Macro Programming
Dashboard
Data Visualization
Intuit QuickBooks
Accounts Payable
Bank Reconciliation
Microsoft Excel
$250 hourly
- 5.0/5
- (64 jobs)
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!

Financial Analysis
Investment Research
Certified Financial Planner
Financial Planning
$150 hourly
- 5.0/5
- (74 jobs)
Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.

Financial Analysis
Visual Basic for Applications
Investment Research
Investment Strategy
Chartered Financial Analyst
Portfolio Management
Financial Modeling
Microsoft Excel
$50 hourly
- 5.0/5
- (16 jobs)
I'm Alan, a freelance financial analyst with extensive experience with excel and spreadsheets. I have six years of experience with finance, accounting and business operations. Previously, I founded and operated a restaurant and catering business in Boston for 6 years before selling the business. Prior to that, I worked as a financial analyst for a large corporation. I have experience building complex financial models and creating financial projections. I have bookkeeping and accounting experience. QBO and Gusto Payroll certified.

Financial Analysis
Excel Formula
QuickBooks Online
Spreadsheet Skills
Budgeting & Forecasting Software
Finance & Accounting
Forecasting
Business Planning & Strategy
Business Plan
Business Writing
Content Writing
Financial Modeling
Financial Projection
Bookkeeping
$150 hourly
- 5.0/5
- (47 jobs)
EXPERT-VETTED Financial Modeling and Consulting Solutions! Services: ✅ Financial Statement Analysis & Review ✅ SMB Acquisition Strategy Consulting ✅ Profitability and Expense Analysis & Review ✅ Valuation and Due Diligence Services ✅ Budget and Forecasting ✅ Template and Calculator Design ✅ Custom Models and Tools Freelancer Highlights: ✔️ Upwork Top 1% SMB Consultant & Financial Analyst ✔️ Ex-Financial Markets Valuation Specialist at PwC ✔️ Graduate of #3 International MBA in America ✔️ Master's Degree in the Science of Finance ✔️ Full-Time Freelance Specialist Since 2019 ✔️ Expert-Vetted and Top-Rated freelancer ✔️ Accredited Small Business Consultant ✔️ Perfect 100% Job Success Score Service Menu: 🥇 Advanced Financial Modeling: $150/hr 🥈 General Financial Analysis: $100/hr 🥉 Phone Consultation: $75/hr ✉️ Please message me directly for a complementary quote or to ask questions!

Financial Analysis
Looker
Looker Studio
Finance & Accounting
Financial Model
Financial Consulting
Financial Modeling
Business Valuation
Data Analysis
Excel Formula
Business Consulting
Data Visualization
Management Consulting
Microsoft Excel
$200 hourly
- 4.9/5
- (40 jobs)
I am a senior finance executive with over 30 years of international experience, successfully leading companies as both a CFO and CEO to exit by excelling at the intersection of finance, strategy, and operations, raising over $500M in capital, contributing to a $145M IPO, and facilitating $5B in M&A transactions. As a fractional CFO, I specialize in value-creation, strategic finance, capital raising, M&A, planning, analysis, and advisory for high-growth ventures and SMBs. I hold a PMD from Harvard Business School and am a US Army Special Warfare School graduate with nine years of service in Army Special Operations. Services Offered: + Lead the financial strategy and operations, ensuring alignment with business goals. + Oversee budgeting, forecasting, financial planning, and analysis. + Manage financial reporting, compliance, and regulatory requirements. + Provide strategic guidance on mergers, acquisitions, and other growth initiatives. + Optimize cash flow, working capital, and capital structure. + Implement and maintain robust internal controls and financial systems. + Collaborate with executive leadership to drive operational efficiencies and profitability. + Support business development efforts and expansion plans. + Financial and Business Modeling + Budgeting, Forecasting, and Operating Models + Techno-Economic Analysis and Modeling + Capital Planning and Fundraising Strategy + Pitch Deck Consulting + Growth Strategy and Market Expansion + Startup CFO + Market Analysis and TAM+SAM+SOM Sizing + Cap Table Management and Capital Structuring + Strategic Planning and Advisory + Interim Executive Leadership + Turnaround Management and Transformation + Risk Management

Financial Analysis
Venture Capital Consulting
Forecasting
Financial Modeling
Business Cases
Pro Forma Statement
SaaS
Business Plan
Business Modeling
Balance Sheet
Microsoft Excel
Intuit QuickBooks
$175 hourly
- 4.7/5
- (96 jobs)
I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to top VC and Sovereign Wealth Funds to Early Stage Founders. I primarily act like a Strategic Management Consultant in revising or creating Business Plans, Financial Models and Fundraising Materials but also can act as a Fractional CFO during high growth periods. Our fundraising process has been highly successful even when the VC market is challenging. We frequently have several startups close to securing term sheets for $5m to $25m. Over the last two years, we have also been involved in deals totaling over $1B. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.

Financial Analysis
Business Plan
Strategy
Entrepreneurship
Startup Company
Venture Capital Consulting
Startup Consulting
Private Equity
Fundraising
Financial Modeling
Business Modeling
Valuation
Business Presentation
Pitchbook
$35 hourly
- 5.0/5
- (22 jobs)
⭐⭐⭐⭐⭐"Eric is a life safer! Accounts payable using Quickbooks Online was passed on to me when our bookkeeper quit. I had very little training. After months of trying to figure it out on my own, I discovered Eric and he has been a life saver! He helped me to understand the big picture of QBO; how to correct my mistakes; how to understand reports, etc. He also helped me to better utilize Excel. He is very patient, kind, and explains things really well. I already recommended him to a friend who is trying to figure out QBO. " - Debbie E, Church of Christ I am a Quickbooks Online Expert and finance professional that helps small business owners learn and understand their business finances to take actionable steps towards more profits. Here's I can help: ✅ Establish the initial set up of Quickbooks Online (QBO), complete a catch up of your QBO, or build monthly process for the keeping up of your monthly bookkeeping. ✅ Help you select the best Apps and QBO integrations to optimize your accounting processes. ✅ Provide a look into your current and future cash flows through a planning forecast. ✅ Build a target budget and plan your profits. ✅ Help teach you the minimum required info to use Quickbooks Online. My simple three step onboarding: 1) Add me as an Accountant user to your Quickbooks Online account. 2) Provide read-only access to your bank(s), credit card(s), and any existing loan statements 3) I clean up, catch up, and set up your books so you don't have to worry about your numbers. I have been working with Quickbooks since 2018 and have my Pro Advisor certification for Quickbooks Online. If you think we are a good fit, the next step is to send me a message so we can hop on a quick call to chat about your project. And don't worry - there's no obligation to get involved, it's merely to confirm/validate if we'd be great for each other. Looking forward to connecting!

Financial Analysis
Budget Planning
Forecasting
Financial Statement
Accounts Payable Management
QuickBooks Online
Bookkeeping
Bank Reconciliation
Intuit QuickBooks
Accounting
$75 hourly
- 5.0/5
- (28 jobs)
I am the founder of Create Neptune, a software and game development studio focusing on creating fun, user-focused, and beautiful apps and games for mobile (iOS / Android), web, PC, and consoles. Our developers and designers have worked on franchises like Scrabble and The Sims, and with companies like Mattel, EA, 2K Games, Estée Lauder, The New York Times, AppLovin (Lion Studios), and Boombit. I have led app development projects from the concept phase to post-launch marketing, and I am an expert in all stages of the application and game development life cycle. I am particularly attuned to the commercial side of application and game development: I was previously a hedge fund analyst focusing on the energy and power sector, and a mathematics, economics, and finance instructor. At Create Neptune I have published dozens of mobile games, with our most successful app Paddle Clash reaching millions of users worldwide since publication in mid-2020 and maintaining a 4.9 / 5.0 globally and 4.7 / 5.0 in the US on the App Store. Aside from our published portfolio, I have concepted, prototyped, and built dozens of other 2D and 3D games for a variety of clients, from Fortune 500 mega-caps to bootstrapped startups. I have almost a decade of game and app development. I typically work in Unity (C#), but I have also worked on successful native apps for iOS (Xcode, Swift) as well (Pandamonium, iOS, 4.7 / 5.0 on App Store). I have worked on numerous apps from the concept and prototype phases to post-launch marketing, so I can be with you every step of the way in the creative process. Specifically, in addition to coding, I can provide concept and prototype work, professional-quality UI and UX, 2D and 3D artwork, and marketing services. Lastly, I am very familiar with the post-launch app marketing process and publishing process on both the App Store and Google Play, and I would be happy to help you and your team with my experience. I began my career in finance as a mergers and acquisitions investment banker and an energy and power analyst at a distressed debt fund, completing the largest leveraged buyout in fund history and managing a book of $1.3 bn of energy and power assets. I have also worked as a mathematics and economics instructor, designing several advanced mathematics and financial analysis courses.

Financial Analysis
Bug Fix
JavaScript
HTML5
C#
Swift
Android
Company Valuation
Mobile UI Design
Mobile App Design
Financial Modeling
Mobile App Development
$80 hourly
- 5.0/5
- (62 jobs)
My experience and background focus primarily on financial related services, primarily accounting and finance. I have worked with a number of companies, both as a freelancer and an employee and have had the great fortune to gain a variety of experience across different industries. I am a MBA, CMA and CPA. I also operate my own financial services company, Mustang Financial, and working as an Auditor at Ally Financial. My strengths as a freelancer focus around my ingenuity, creativity and diverse knowledge with free and pay to use programs, including the Office Suite.

Financial Analysis
Cost Accounting
Xero
Microsoft Power BI
QuickBooks Online
Bookkeeping
Economics
Data Analysis
Intuit QuickBooks
Financial Accounting
Microsoft Excel
Cash Flow Analysis
Cost Analysis
Payroll Accounting
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