Hire the best Financial Analysts in Chicago, IL

Check out Financial Analysts in Chicago, IL 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 134 client reviews
  • $80 hourly
    Upwork expert-vetted, dynamic and motivated individual with an MBA and Industrial Engineering degree. Dependable and organized team player with the ability to communicate effectively and efficiently. Skilled at building relationships with employees across all levels of an organization.
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    Industrial Engineering
    Flowchart
    Business Process Modeling
    Lucidchart
    Six Sigma
    Business Modelling
    Business Process Reengineering
    Process Engineering
    Microsoft Visio
    Lean Manufacturing
    Lean Consulting
    Business Analysis
    Continuous Improvement
    Process Improvement
  • $65 hourly
    ✅ THE MOST passionate Financial Analyst on Upwork. With years of Fortune 100 experience and many satisfied Upwork clients, you can trust that I will deliver actionable financial tools! Ready to exceed your expectations with: ► Excel Dashboards (including advanced VBA knowledge) ► Financial Models ► Data Visualization and Storytelling ► Financial Forecasting ► Investment Underwriting ✅ I am an effective communicator, dilligent and detail oriented. There will be no surprises when I deliver you your project on time and you will always be kept in the loop!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Underwriting
    Real Estate Financial Modeling
    Pro Forma Statement
    Microsoft Power BI
    Data Visualization
    Profit & Loss Statements
    Financial Modeling
    Microsoft Excel
    Business Valuation
    Budget Plan
    Financial Forecast
    Income Statement
    Business Intelligence
    Analytics Plugin
  • $175 hourly
    I'm Colton, a professional at the intersection of Investment Banking and Venture Capital. Working at the venture capital technology company, AngelList, I collaborate closely with Investors, Venture Capital Fund Managers (General Partners), and high-caliber startup companies, leveraging my expertise to drive successful investment partnerships. Services Offered: - Guided consultations through the fundraising process. - Strategic advice on positioning your business to investors. - Comprehensive review of pitch decks and financials, followed by actionable feedback. - Potential introductions to relevant investors and partners, contingent upon alignment and fit. EDUCATION: The University of Chicago - BA in economics - BA in philosophy I have experience managing teams of Analysts & Associates and place a high weight on consistent communication throughout the duration of projects. Let's chat by phone before any engagement so we can be sure the fit works!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Forecasting
    Business Plan
    Market Analysis
    Financial Analysis & Valuation
    Pitch Deck
    Presentation Design
    Business Planning & Strategy
    Visual Communication
    Growth Strategy
    Venture Capital Consulting
    Storytelling
    Investor Overview
    Venture Capital
  • $90 hourly
    A CPA with 7+ years of professional work experience using excel/google sheets on a daily basis. Extremely efficient in google sheets with the ability to use all available functionality in order to create a variety of dashboards and projects.
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    Bookkeeping
    Spreadsheet Software
    Microsoft Word
    Google Sheets Automation
    Administrative Support
    Budget Planning
    Google Docs
    Google Sheets
    Cost Analysis
    Accounts Receivable
    Accounting
    Payroll Accounting
    Accounts Payable
    Microsoft Excel
  • $110 hourly
    I'm a Real Estate Private Equity professional at AIC Ventures specializing in debt placement, risk and credit underwriting of tenants, real estate markets, and economic conditions. I take absolute pride in providing knowledge and data for the General Partners to make investment decisions for our investors. Being a fiduciary with integrity is of the utmost importance. Aside from working at AIC Ventures, I've spent time in the brokerage world, providing market data and analysis to top Real Estate Brokers at Stan Johnson Company. While there, I honed my skills surrounding real estate market dynamics and the affect of global, national, and local economic variables as they pertain to real estate. Finding my career landing spot at AIC Ventures, I'm proud to say I work for a firm focused on winning with integrity and finding solutions that are achievable and advantageous to all those with which we interact: our capital sources (lenders and investors), our tenants, and my fellow employees.
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    Real Estate
    Commercial Lease
    Financial Modeling
    Corporate Finance
  • $250 hourly
    My passion is authoring new strategies from the ground up in a collaborative effort with specialists on trade desks or with individual traders. My focus is twofold: execution algorithms and research. I studied Financial Math (MSc) at University of Chicago and Math (BA) at Oberlin College. These two focal points play out in many different ways, including coaching manual traders in discipline and risk management. I have found great traction working with clients in building out trade strategies and business planning for wealth management or trading firms. Pure research, project management, execution code for automation, and helping traders form concise hypotheses about what they are seeing in their markets. I would be an excellent addition to existing work flows as a leadership/management intermediary between a technical team and end users like traders and risk managers. Languages and Software: Python, NinjaTrader8 (C#), Kraken Python API, Python's Dash Expert in Trading Technologies Algo Design Lab (ADL). ---------------------------------------------- Types of projects I have been a part of: -- Improve an existing discretionary trade, then convert part of the trade into gray-box execution algorithms. Example: Built algos that manage complex execution logic once a trader launches into a given product and selects parameter values. Used during narrow time windows watching for specific phenomena. For example: detecting certain order flow patterns during the first 5 seconds of the German DAX future open. -- Make a spreader algo agnostic to exchange and spread type. Example: Built a spreader to handle for the order type differences between CME, CBOT, NYMEX, COMEX, EUREX, ICEUS, ICELIFFE. Also, allowed for the code to be usable for exchange-native spreads (calendar spreads and inter-commodity spreads) and for spreads built by an end user. -- Additional full examples are under Other Experiences. ---------------------------------------------- Hourly fee listed is for larger projects. Hourly fee for smaller projects will be higher.
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    Project Plans
    Project Management
    Python
    Research & Strategy
    Financial Modeling
    Data Analysis
    Dash
    EasyLanguage
    Market Analysis
    NinjaTrader
  • $80 hourly
    I love to read, write and experiment with various modes of expression.  I have written thousands of pieces – news articles, opinion pieces, fiction, academic papers, consulting reports, expert opinions, correspondence … even a Ph.D. dissertation.  When writing, my goal is to organize and deliver information to my target audience as effectively as possible.  In this day of acronyms and emojis, writers tend to avoid lengthy, meandering pieces.  Instead, they focus on how to convey dominant emotions and messages in the shortest possible time.  I get that!  But the fact of the matter is that I appreciate and savor – literally revere – the ability to use language better than most.  So, even in an ever-changing world catering to people with short attention spans, I continue to search for pieces of work that uphold the finest traditions of authorship while presenting timely, cogent thoughts.  I have traveled all over the world, been a successful business consultant, an economics professor, a journalist, a TV pundit and a sportsman.  I absolutely love being a husband and father.  But nowhere do I find more pleasure on a daily basis than in the simple pursuit of expressing myself properly, whatever the subject matter and whoever the audience.
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    Creative Writing
    Market Analysis
    Research & Strategy
    Competitive Analysis
    Business Plan
    Financial Projection
    Business Analysis
    White Paper Writing
    Qualitative Research
    Journalism Writing
    Business Modeling
    Real Estate Investment Assistance
    Business Consulting
    Business Strategy
  • $75 hourly
    Whether it's squeezing every dollar to its fullest potential or managing a huge balance sheet, I can help. I managed a full book of clients and understand the needs of high net worth (HNW) professionals. As a former J.P. Morgan private wealth advisor managing $200MM in assets, I have an expertise in: - Asset allocation - Alternative Investments - Succession planning - Wealth Projections - Liquidity events (i.e. sale of business) - Behavioral Finance Training - Investment Lessons I am also a Certified Financial Planner (CFP), and I have a deep understanding of the needs, challenges, and what drives success in wealthy individuals. Note that discussions and projects via Upwork are NOT considered financial advice. Upwork is not a financial institution, which is required for legal financial advice. For fiduciary advice, we can work together through my full-time employer, which is a Registered Investment Advisor.
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    Budget Plan
    Financial Forecasting
    Financial Planning
    Investment Strategy
    Presentations
  • $110 hourly
    +M&A / corporate development / investment banking / financial advisory +Customized pitch deck, CIM, investor presentations, executive summaries +Financial modeling and projections +Financial analyses and dashboards Let me help you analyze your business and tell your story! I have 14+ years of investment banking and M&A experience and have created dozens of financial models for financial analyses/performance tracking, valuation, M&A and investor/executive snapshots. I also have created numerous marketing materials for capital raising and acquisition evaluation.
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    Mergers & Acquisitions
    Microsoft Excel
    Business Presentation
    Due Diligence
    Investment Banking
    Pitch Deck
    Microsoft PowerPoint
    Financial Modeling
    Valuation
    Business Planning & Strategy
    Pitchbook
    Investor Overview
    Executive Summary
    Finance & Accounting
    Business Writing
  • $89 hourly
    As a finance expert with over 10 years of experience and a CFA charter holder, I am here to help you make better financial decisions for your business! With my extensive experience working with multibillion-dollar companies in the USA and abroad, I can offer you much more than just numbers in a spreadsheet. My expertise includes: - Financial modeling, budgeting, short-term planning, and long-term planning - Fractional CFO services - Valuation and M&A support Let me highlight some of my specific achievements that demonstrate my skills and expertise in finance: - Led the finance team as the CFO of a $300 million business unit in Europe, successfully increasing revenue and profitability while optimizing expenses. - Developed financial models and projections for various M&A deals, providing valuations and insights for successful transactions. - Successfully managed investor relations in a publicly traded company, leading to increased investor confidence. - Collaborated with cross-functional teams to drive process improvements and efficiencies in financial planning and analysis, resulting in streamlined workflows and increased productivity. If you choose to work with me, you can expect a personalized approach to your project and timely communication throughout our collaboration. Let's connect and discuss your project in detail! Keywords: Finance expert, financial modeling, budgeting, short-term planning, long-term planning, valuation, M&A support, CFA, CFO, Fractional CFO, FP&A, revenue growth, profitability optimization, expense optimization, forecasting accuracy, investor relations, process improvement, productivity.
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    Microsoft PowerPoint
    Cost Analysis
    Business Management
    Business Planning & Strategy
    Business Consulting
    Valuation
    Power Query
    Financial Modeling
    Financial Planning
    Venture Capital
    Budget
    Microsoft Excel
    Data Analysis
    Microsoft Power BI
  • $75 hourly
    I am an Excel specialist with a focus on creating clear and thorough financial models and dashboards. My experience in private credit and public accounting has honed my data analysis skills and allowed me to master automation using VBA and Python. As a CPA, I am extremely detail-oriented and my background in private credit enables me to evaluate financial risk through analysis, market research, and strong communication skills. I have a passion for understanding the specific needs of a business or project and finding solutions to challenges. My expertise combines business acumen with technical proficiency to design financial models and dashboards that meet your needs perfectly.
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    Microsoft Excel
    Visual Basic for Applications
    Forecasting
    Financial Modeling
  • $35 hourly
    I’m a former consultant that has extensive experience in Excel and PowerPoint. I also have expertise in financial and operational due diligence. I’ve consulted multiple Fortune 100 corporations and worked hand-in-hand with C-Suite level executives.
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    Corporate Communications
    Finance
    Microsoft Excel
    Microsoft PowerPoint
  • $100 hourly
    🔹 About Me: Greetings! With a proven track record as a Professional Options Trader, I bring over two decades of expertise in trading US Stock, Crypto, Oil, Grains, and Interest Rate options. Currently engaged as a full-time trader, I am excited to expand my horizons by offering my specialized skills on a freelance basis. My commitment to precision and success is the cornerstone of my trading philosophy. 🔹 Services Offered: I specialize in options trading across various markets, delivering comprehensive solutions to meet diverse client needs. Whether it's optimizing portfolio returns, managing risk exposure, or strategizing around market trends, I provide tailor-made trading solutions that align with individual goals or your business consulting needs. 🔹 Key Skills: Strategic Analysis: Employing quantitative analysis to make informed trading decisions that capitalize on market opportunities. Risk Management: Skillfully navigating volatility to minimize risk and ensure steady portfolio growth. Market Trends: Proficiently identifying and interpreting market trends to adapt trading strategies accordingly. 🔹 Why Choose Me: Clients choose me for my extensive experience and a history of delivering results in the dynamic options trading landscape. My strategic insights, attention to detail, and unwavering commitment to success set me apart in this competitive field. 🔹 Let's Collaborate: If you're seeking a seasoned options trader to optimize your portfolio or provide expert insights, I'm here to help. Let's connect and explore how my two decades of experience can contribute to your financial success. Feel free to reach out through the provided contact information or use the button below.
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    Mathematics
    Analytics
    Critical Thinking Skills
    Risk Management
    Financial Risk
    Derivatives Trading
  • $35 hourly
    A CPA with an MBA in Finance, I have over 20 years US Corporate experience in all aspects of financial and administrative management. An analytical, strategic, insightful, client-focused, organized provider with attention to detail and eye on the big picture, I partner with clients to positively impact their business.
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    Financial Reporting
    Accounting
    Management Skills
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
  • $105 hourly
    Ross has helped executive leadership and diverse, mission-focused organizations navigate through pivotal moments – such as scaling for growth, merger, and transformation programs – while integrating cultural, strategic, and operational initiatives. Experience includes forging strong partnerships to drive executive vision, implementing data-driven frameworks and processes to achieve value creation with significant improvements in business efficiency and cost reduction, and fostering a culture of continuous learning and development.
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    Sales
    Relationship Management
    Business Strategy
    Microsoft Power BI
    Financial Model
    Strategic Planning
    Executive Support
    Investment Research
    Data Modeling
    Machine Learning
    Intuit QuickBooks
    Business Operations
    Due Diligence
    Algorithm Development
  • $150 hourly
    - Trading Mentor I have over 7 years experience trading stocks, futures and options both in a personal and professional capacity. I've traded through the Eurozone crisis, the 2015/16 Chinese turbulence, Brexit and the 2016 U.S. election. Being able to identify multiple sources of edge along with maintaining a rock solid plan has been the cornerstone of my consistent success. I have coached traders, both novice trainees and multi year veterans, in the areas they've needed help; e.g. researching markets, creating a plan, executing on the plan, maintaining strict discipline, running winners etc. - Content Creation I've always loved writing and have combined this with my passion for the financial markets to become a valuable asset for dozens of companies who've needed content specific to their website and product. Be it a short term or long term project, through the medium of videos / articles / ebooks, I have the skill set and experience to quickly identify what's needed and to begin producing immediately. Clients include Option Alpha, Collective2, TodayTrader, Quantamize and Stock Navigators. - Sales Consultant I have worked with a 6 person tech start-up in San Francisco where I re-wrote our sales playbook, doubled our closed won rate and brought the company across the $1 million ARR line. I've also been a senior AE with a $1 billion tech company in Chicago where since my first quarter I've consistently led my team in emails sent, demos ran and business closed. I have excellent experience of all stages of the sales cycle; prospecting, cold outreach, qualification, demo, negotiation and closing.
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    Content Creation
    Content Marketing
    Article Writing
    Blog Writing
    Content Writing
    Financial Management
    Forex Trading
    Investment Research
    Stock Management
  • $118 hourly
    I have built and sold 5 companies, 3 for clients and two of my own, both developed from zero annual revenue to $47M and $210M annual sales each. I have considerable experience writing and reviewing business plans and providing coaching to help businesses launch or accelerate growth. My background is in leadership coaching and training for entry-level and senior sales teams. With a background in startup launches, I have a keen understanding of the needs in developing marketing strategies that are realistic, affordable, and quickly executed. Key skills : • Business Planning - long and short term • Business Health Check & turnarounds • Sales strategy coaching • Due diligence for purchase and fund raising - creation of fund raise documents • Leadership coaching & training
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    Coaching
    Business Coaching
    Business Operations
    Startup Consulting
    Pitchbook
    Strategy
    Organizational Design & Effectiveness
    Financial Modeling
    Management Consulting
    Business Consulting
    Strategic Plan
    Business Plan
  • $250 hourly
    With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the best possible information to make business decisions. I have owned my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. Your job is to grow your company my job is to help you achieve your goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Financial Planning
    Accounting
    Mergers & Acquisitions
    TSheets
    Xero
    Budget Management
    Microsoft Excel
    Accounting
    Financial Projection
    Intuit QuickBooks
  • $30 hourly
    Looking to bring benefits of excel reports to your business? Or maybe, you don’t want to spend too much time to follow your personal financials? Working with Microsoft Excel or/and Google Sheets, I built up solutions in every level of your need to your business or/and to your personal financials. Sometimes, you don’t have time to deal with create your own spreadsheet or maybe sometimes you need more technical reports to your business. Whatever your reason is, if you are looking for someone who you can communicate easily, reliable and fast on every process, it is time to meet each other.
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    Power Query
    Google Workspace
    Visual Basic for Applications
    Microsoft Outlook
    Financial Report
    Adobe Acrobat
    Financial Model
    Oracle Accounting
    Google Sheets
    Microsoft PowerPoint
    Microsoft Word
    Microsoft Excel
  • $125 hourly
    Hi, I'm new to Upwork, but not new to business consulting. I'm here to help you take your startup or early stage business to the next level as your advisor & strategist. About me: I am the founder of two tech companies, CampfireSocial & Pet Gotcha Day, and I've raised over $1M+ from investors. I am a 24 year award winning global business strategy & insights veteran who has worked for companies such as SC Johnson, Kraft, Nestle, Kimberly-Clark, Dude Wipes, MillerCoors, Heineken, GoMacro, the Illinois State Lottery, Story Street Labs (startup), Pharmavite, Calvono (startup), VisionTech Robotics (startup), various Private Equity firms, Freeman, GES, the American Library Association, the Audiovisual and Integrated Experience Association (AVIXA), the Radiological Society of North America (RSNA), the National Retail Federation (NRF) and more. My experience includes ideation, brand development, market research, creating roadmaps, developing your go-to-market strategy, fixing & optimizing companies, SaaS product development, strategic planning, angel & VC funding strategies, product & packaging innovation, defining operational strategies and translating insights into action. I am available for general C-Level consulting, serving as your fractional Chief Product Officer or fractional CEO, conducting market research & focus group moderation, & leading product development and full product lifecycle opportunities. Please reach out. I'd love to learn more about your goals and help you bring them to fruition. I bill at $125/hr but open to payment/equity hybrid models. Masked case studies & references available upon request. Due to the nature of my work, I sign NDAs and keep all work output completely confidential. You’ll want your deliverables kept confidential too. Here are a few quotes from my clients: 1. Erica's ability to conduct insightful interviews with market leaders is impressive. She approached each conversation with an in depth understanding of our objectives, asked thoughtful questions, and gained valuable insights. She took the time to thoroughly understand the nuances of our industry, which allowed us to make well-informed decisions. Her contributions were invaluable in shaping our market strategy. I would highly recommend Erica to anyone seeking a skilled and reliable market researcher. I wouldn’t be able to get through this process without your help! – Tyler, VisionTech Robotics 2. Erica did an excellent job in recruiting and interviewing candidates for a market research project for our company. She was creative with our budget and always adapted to meet our needs. She is professional and timely. She was able to extract truly unique perspectives and provide tangible action steps. Her professionalism, flexibility, and quick responses made working with her a pleasure. – Gopal, Calvono 3. I've had the pleasure of partnering with Erica on several shopper insights projects over the past 3+ years. She is intelligent, dynamic and creative, not afraid to speak her mind with an assertiveness backed by a fresh perspective. She has full command of the research issues of every project, while always understanding context and keeping her eye on the ultimate marketing objectives. She thinks strategically but switches to tactical mode, when needed, on the turn of a dime (or whatever coin people pivot on these days). She brings an innovations mindset to shopper insights because she has that ideal balance of creativity and analytical skills. She is also a lot of fun to be with. When traveling across the country, often multiple cities on consecutive days, it's a bonus to like the people you work with. Erica is kind and not only has a wonderful sense of humor, she is funny herself. She is a great verbal sparring partner and a keen observer of human behavior, whether the subject is the research or things going on in the culture or the next table over. Perhaps the biggest testament to someone's character is what they bring out in other people. Collaborating with Erica spurs me to better thinking and better results, and she helps keep me on top of my game. – Marc, ERP
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    Investment Strategy
    Business Consulting
    Go-to-Market Strategy
    Data Segmentation
    Strategic Planning
    Executive Coaching
    Product Development
    Focus Group Moderation
    Market Research
    Startup Consulting
    International Marketing
    Customer Insight Analysis
    Coaching
    Brand Development
  • $100 hourly
    Natalie is a professional photographer and has been capturing content for ~3 years. She shoots food & beverage products in her studio. Natalie's past clients include Memore, Cocojune, Miss Jones Baking, Jooliets Dates, and more. Gear: DSLR Nikon d7500; Lenses: 18-55mm f/3.5-5.6G & 27-82.5mm f/3.5; Lighting: Godox 180W. Editing Software: Adobe Lightroom, Photoshop, and Final cut.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Product Photography Prep
    Pitchbook
    Financial Management
    Forecasting
    Food Photography
    Data Modeling
    Videography
    Microsoft Excel
    Adobe Lightroom
    Adobe Photoshop
    Product Photography
    Financial Forecast
    Photography
    Financial Projection
    Photo Editing
    Due Diligence
    Business Proposal Writing
    Microsoft PowerPoint
    Financial Modeling
  • $20 hourly
    As a well-rounded individual, I pride myself on providing creative yet analytical ideas and solutions. With strong business acumen and high emotional intelligence, I am confident in providing comprehensive solutions to complex problems. I am passionate about delivering results. Throughout my young career, I have been able to work in the financial, recreational sports, non-profit, and start-up industries. I have worked with millionaire clients and those looking just to get started. I have always been applauded for my work in both professional and academic settings and am optimistic I can help you or your business grow.
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    Pitch Decks
    Presentations
    Shareholder Relationship
    Marketing
    People Management
    Market Research
    Budget Plan
  • $25 hourly
    Matt is an experienced consultant with experience across several different industries and case types. Matt has worked directly with senior stakeholders and management teams to audit financial performance, perform company and industry diligence, create financial/cash flow/valuation models, and create management presentations. Matt has also done work for private equity and corporate clients doing corporate development/M&A work. Matt has helped clients evaluate potential acquisition opportunities, prepare investment review packages for the management team, and perform due diligence (including managing third parties), valuation analysis, and proposal development for potential acquisitions. While still new to UpWork, Matt has worked on a handful of side projects helping clients with all their financial modeling and analysis needs. His clients receive detailed work that includes all of the information necessary for them to start, grow, or improve the financial and operational aspects of their business. Clients will receive excel models, presentation decks, and memorandums completed with the upmost excellence and representative of best industry practices used today.
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    Data Entry
    Cash Flow Modeling
    Financial Reporting
    Financial Modeling
    Accounting
    Microsoft Excel
    Valuation
    Financial Statement
    Data Analysis
    Financial Forecast
  • $200 hourly
    Finance/Accounting professional with MBA, progress towards CFA (Level 3), and career experience at Goldman Sachs and a Chicago family office. Also have experience with due-diligence & advising/consulting startups on strategy & financial metrics. Highly proficient at investment/market research, financial modeling, and business consulting. Also skilled at general data analysis, simple workflow automations, and data visualization. If I don't know something: first I'll admit it, then I'll figure it out (or help find someone who can)! Hobbyist marathon/triathlon/ultra runner.
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    Accounting
    Due Diligence
    Business Consulting
    Investment Research
    Financial Consulting
    Startup Consulting
    Data Analysis
  • $25 hourly
    82 Companies have seen an increase in revenue since I began working with them. These companies range from 4 employees to 1,349 employees, are in multiple different industries and have different target customers. I am close to many of my clients and treat our relationship as a partnership to better the business as a whole. Candidly I am better at this job than most due to 3 things; inquisitive communication, quick comprehension of market, and earnestly wanting my clients to be successful. -Sales (B2B or B2C) - Cold Calls, Prospecting best practices, Sales Cycle, Customer Expansion, Customer Experience -Marketing - Digital, Advertising, Content Creation, analysis, Cost Efficiencies -Business Analysis- Margins on Campaigns, Time Cost ratio, etc.
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    Market Analysis
    Customer Experience
    Customer Retention
    Financial Report
    Paid Media
    Business Analysis
    Advertising
    SaaS
    Customer Retention Strategy
    Outbound Sales
    Sales
    Inbound Marketing
  • $75 hourly
    A critical thinker with a liberal art background capable of handling any task while being efficient with time.
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    Office Design
    Investment Strategy
    Entrepreneurship
    3D Printing
    Finance & Accounting
    Analytical Presentation
    Lattice 3D Printing Structures
    Strategy
    Due Diligence
    Investment Research
    Presentations
  • $40 hourly
    I have a proven track record of success in preparing and delivering investment performance valuations, portfolio accounting, and allocation funds to develop investment strategies for large corporate clients. I have worked closely with other department team members to ensure that all of his clients' needs are met. Conducted financial analysis, and forecast their company's budget for any long-term financial plans. Ability to identify key financial trends and provide valuable insights has made him a trusted advisor to his clients. A natural leader and collaborator.
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    Salesforce CRM
    Financial Statement
    Investment Research
    Administrate
    Customer Satisfaction
    Finance
    Relationship Management
    Forecasting
    Microsoft Office
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