Hire the Best Financial Analysts
in the United States

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

I am a financial expert with over 15 years of experience in investing strategies, options trading, and portfolio management. I recently completed the Chartered Financial Analyst (CFA) program. I have a B.S. in Mechanical Engineering and an MBA with a concentration in finance from the University of Florida. I also speak fluent Spanish. Since 2009, I have co-owned a wealth management firm. I am passionate about helping individuals and businesses understand and apply investing strategies. I have extensive experience using ThinkorSwim, Fidelity Pro, and Tastyworks. I can easily adapt to other trading platforms when needed. Services: Coaching - Options Trading, Investing Strategies Research Reports - Businesses, Stocks, Industries, Investments Stock Valuations Business Valuation Portfolio Review I am available for coaching sessions via Zoom.

Hello! I’m Jon, an Excel automation specialist and staff accountant who helps businesses streamline financial processes, build insightful dashboards, and eliminate manual work through advanced Excel solutions. I work daily in Excel as a full-time staff accountant, and on Upwork I’ve completed 70+ successful projects involving: - Financial dashboards & KPI reporting - Accounting reconciliations & variance analysis - Automated Excel tools using VBA/macros - Data cleaning, modeling, and workflow automation - Google Sheets dashboards and custom formulas My background in accounting allows me to approach every project with accuracy, structure, and a deep understanding of how data impacts the financial picture. Recently, I’ve expanded into building fully automated tools, including the creation of macros that reduce repetitive work, speed up reporting cycles, and help clients make faster decisions. What I Can Build for You: - Excel Automation (Macros) - Automated reports and reconciliations - Data import/export tools - Button-driven processes - Custom functions and workflows - Dashboards & Data Visualization - Executive financial dashboards - KPI scorecards - Trend and forecasting tools - Accounting & Finance Support - Reconciliations and month-end assistance - Budget vs. actual reports - Transaction classification and cleanup - Financial modeling + Excel templates Why Clients Hire Me: - 100% Job Success - Top Rated - Strong business & accounting foundation - Fast communication - High accuracy and clean file structure - Ability to design professional, intuitive, automated Excel tools If you’re looking to save time, eliminate manual processes, or gain clearer insights from your data, I’d love to help you build the right solution. Let’s work together!

Finance & operations consultant with 10+ years of experience building custom financial models for real businesses, not templates. I specialize in translating messy, real-world operations into clear, defensible, assumption-driven models used for: - Budgeting & forecasting - Cash flow planning - Scenario & sensitivity analysis - Business planning and lender discussions - Ongoing management reporting I’ve built models across industries including construction, retail, travel & events, real estate, SaaS, and service businesses. Deliverables are Excel-based, well-documented, and designed so clients can actually use and update them after handoff. I work fast, iterate collaboratively, and focus on decision-ready outputs—not just spreadsheets. Tools: Excel (advanced formulas & modeling), QuickBooks, reporting dashboards.

Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. I have an institutional background and my models are all institutional-quality, which makes a powerful impression on equity investors. Highlights: - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Institutional experience working on large and complex projects. - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, SFR subdivisions, manufactured home communities, land, self-storage, etc. If you need a any kind of real estate model let’s chat.

CPA, CFO, FP&A Pro with Proven Accounting, Financial Planning and Analysis (FP&A), Financial Statement Preparation and Reporting, and Data Analytics Skills; Excels at Completing Projects Accurately and on Time. CPA, 7+ years with PwC as Audit Manager, Controller, Financial Analysis & Planning (FP&A) Manager, CFO, VP Finance, COO, SVP Operations, and Project Manager with 15+ years of global, hands-on experience. Excels at getting things done with proven success in leading domestic and international project teams, managing complex transactions, and generating strong financial returns. Adept at navigating high-stakes environments, aligning business strategy with operational execution, and delivering desired outcomes. Proven record of accomplishment of success in helping companies solve complex challenges, scale, and achieve growth objectives. Accounting/Financial Statements (GAAP and IFRS) Financial Analysis Cost accounting & variances Reconciliations Budgeting & Forecasting Financial Modeling in Excel Quality of Earnings Reports (QoE) Audit Preparation/Support Cash-Flow Management Business Structuring Process Development Administration Management Operations Management Strategy Development Expert Witness - Litigation Contract Negotiation Transaction Closing Continuous Improvement Team Building & Coaching Business Transformation