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
  • $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
    Budget Management
    Real Estate Financial Modeling
    Underwriting
    Pro Forma Statement
    Financial Modeling
    Business Valuation
    Analytics Plugin
    Income Statement
    Business Intelligence
    Data Visualization
    Microsoft Power BI
    Microsoft Excel
  • $200 hourly
    Finance & Accounting professional with a wide range of experience: - MBA and CFA charterholder (deep & broad financial knowledge) - Former Goldman Sachs analyst (skills: investment research & financial modeling) - Chicago Family Office (managed assets of high net worth clients) - Investment research & portfolio management (stocks, bonds, funds, real estate, derivatives, crypto) - Angel Investor (due-diligence & advising/consulting startups on strategy & financial metrics) Highly proficient at investment/market research, financial modeling & analysis, 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 you find someone who can)! Hobbyist ultramarathon runner, aspiring Ironman. New dad trying to balance being a present father with my own ongoing professional development.
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    Accounting
    Due Diligence
    Business Consulting
    Investment Research
    Financial Consulting
    Startup Consulting
    Data Analysis
  • $120 hourly
    With over 9 years of hands-on experience in using Excel and Google Sheets on a daily basis, I bring a wealth of expertise to every project. As a Licensed CPA, I have honed my skills in leveraging these tools to their fullest potential. My proficiency extends particularly to Google Sheets, where I am highly efficient and adept at utilizing all available functionalities. This experience enables me to create a wide range of dashboards and projects, reflecting my commitment to accuracy and efficiency in data management and financial analysis.
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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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    Commercial Lease
    Corporate Finance
    Real Estate
    Financial Modeling
  • $350 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.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    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
  • $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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    Business Modeling
    Industrial Engineering
    Flowchart
    Business Process Modeling
    Business Process Reengineering
    Lucidchart
    Process Engineering
    Process Improvement
    Microsoft Visio
    Continuous Improvement
    Lean Consulting
    Lean Manufacturing
    Six Sigma
    Business Analysis
  • $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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    Financial Planning
    Investment Strategy
    Presentations
  • $100 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
    Microsoft Excel
    Valuation
    Financial Statement
    Data Analysis
  • $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
  • $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
  • $50 hourly
    With over 13 years of experience in Private Equity and Investment Banking leading M&A deals, I bring deep expertise in due diligence and execution. My financial modeling and valuation skills provide data-driven insights to inform high-stakes investment decisions. M&A / Private Equity / Investment Banking Skills - I have a track record of executing at every stage of the M&A lifecycle, including: * Sourcing * Executive Summaries * Investor Presentations * Financial Modeling * Scenario Analysis * Valuation * Deal Structuring * Due Diligence * LOI / M&A Negotiation * Documentation * Employment Agreements * Incentive Plans CFO Skills - Additionally, I have provided CFO services for numerous portfolio companies and small businesses: * Financial Budgets * Financial Analysis * Accounting and Reporting * Board Presentations * Cost Savings Analysis * Cash Flow Management * Client / Product Profitability Analysis * Go-To-Market Strategy * Fundraising Support * Refinancing * Covenant Analysis * Lender Reporting I am eager to begin building a strong reputation on this platform by consistently delivering results and I look forward to hearing from you so that we can discuss working together in the future.
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    Financial Reporting
    Corporate Strategy
    Forecasting
    Microsoft Excel
    Due Diligence
    Corporate Finance
    Finance & Accounting
    Investment Banking
    Mergers & Acquisitions
    Valuation
    Private Equity
    Financial Modeling
  • $150 hourly
    SUMMARY Experienced management consultant, healthcare executive, and client partner with over 20 years of experience. Strategic and performance focused with depth of experience with global teams and distributed delivery models. Key areas of focus include digital transformation, change enablement, and functional execution.
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    RFP Writing
    Research & Strategy
    Career Coaching
    Strategic Planning
    Communications
    Communication Strategy
    Change Management
    Program Management
    Project Management
  • $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
    Management Skills
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
  • $85 hourly
    Ross is a non-practicing attorney who 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, enhancing performance through effective growth strategies, and leading cross-functional teams through Agile methodologies to achieve value creation with significant improvements in business efficiency and cost reduction.
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    AI Consulting
    AI Builder
    AI Bot
    Sales
    Business Strategy
    Microsoft Power BI
    Financial Model
    Strategic Planning
    Executive Support
    Investment Research
    Data Modeling
    Machine Learning
    Business Operations
    Due Diligence
  • $40 hourly
    I have over 6.5 years of Strategy research and analysis experience ranging in a variety of industries including Technology, Business Services, Healthcare, Real estate and Manufacturing. I really enjoy studying and analyzing companies and finding out the strategies that will enhance their competitive edge and maximize their shareholder's wealth. I have a passion for creative analysis and strategic thinking. I also enjoy training,team-building and mentoring others. Interests: Financial analysis, Quantitative and Qualitative Research, Writing and marketing, Data Mining and Presentation, Data Analytics, Consulting, Market Study
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    Business Consulting
    Corporate Strategy
  • $60 hourly
    Entrepreneur and CPA in Chicago helping small business owners achieve business growth & organization leveraging technology and strategic planning. - Business systems and process development - Application and data integration - Accounting software setup and configuration - Strategic business reporting (post accounting close) - E-Commerce systems expert - Shopify, WooCommerce, Amazon, eBay, and more - PayPal, Stripe, Square, etc.
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    Startup Consulting
    Amazon FBA
    Process Improvement
    Pricing Strategy Consulting
    Post-Merger Integration
    Certified Financial Planner
    Strategic Planning
    Business Consulting
    CPA
    Ecommerce
    Tax Law
    Tax Preparation
    Intuit QuickBooks
    Financial Projection
    Budget Management
  • $150 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
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Startup Consulting
    Coaching
    Business Coaching
    Financial Modeling
    Business Consulting
    Management Consulting
    Pitchbook
    Business Operations
    Organizational Design & Effectiveness
    Strategy
    Business Plan
    Strategic Plan
  • $150 hourly
    With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the information you need, when you need it, to get the best possible outcome. I have owned, and sold, 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. I can help with M&A whether it's getting your company ready for sale/investment or helping to evaluate, purchase, and integrate an acquisition. 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. I believe that cash is the life blood of a company and can fix many issues. Your job is to grow your company my job is to help you realize its full value.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Financial Planning
    Mergers & Acquisitions
    Xero
    Budget Management
    Microsoft Excel
    Accounting
    Financial Projection
    Intuit QuickBooks
  • $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
  • $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
  • $50 hourly
    Broad product dev/project management, and digital marketing/loyalty experience across multiple industries, with a talent for driving growth and innovation through a unique approach to Voice of Customer research that's led to > $50M in incremental growth across multiple organizations. Experience designing, building, launching features in mobile app and web environments, as well as end to end product development and delivery, and hypothesis (A/B) testing to drive continuous improvement across channels If you're trying to segment a market to identify high ROI customers/products to invest in or adjust promotional mix, design/optimize a website or app to drive conversion across the entire customer journey, or identify key variables that predict customer purchase propensity, I can help - Know SQL, SAS, Google Analytics, R, Jira/TFS, Tableau/Spotfire, and cloud storage apps (eg AWS, Hadoop) - Full product management from ideation to delivery to optimization in an Agile environment - Regular communication is important is important to me, so let's keep in touch
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    Campaign Management
    Digital Advertising
    Campaign Optimization
    Customer Retention Strategy
    Customer Acquisition Strategy
    Customer Segmentation
    Innovation Strategy
    Communication Strategy
    Tableau
    Digital Marketing Strategy
    Business Cases
    Marketing Analytics
    Product Development
    SQL
  • $20 hourly
    🌟 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 🌟 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬🌟 𝐏𝐫𝐨 𝐅𝐨𝐫𝐦𝐚 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 🌟 𝐂𝐚𝐩-𝐓𝐚𝐛𝐥𝐞 🌟 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐒𝐩𝐫𝐞𝐚𝐝𝐬𝐡𝐞𝐞𝐭𝐬🌟 𝐄𝐱𝐜𝐞𝐥 🌟 𝐆𝐨𝐨𝐠𝐥𝐞 𝐒𝐡𝐞𝐞𝐭𝐬 🌟𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 🌟 𝐃𝐚𝐭𝐚 𝐄𝐧𝐭𝐫𝐲 🌟 ⭐️ TOP PERFORMER 🕒 6,000+ hours modeling experience 🕒 2+ years of professional work experience ✅ 30+ professional projects delivered ✅ Bachelors in Economics, Minor in Statistics, Data Science - University of Chicago Are you in need of accurate and sophisticated modeling? I offer expert services in Excel and Google Sheets for: - 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗦𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 - 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 - 𝗗𝗶𝘀𝗰𝗼𝘂𝗻𝘁𝗲𝗱 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 (𝗗𝗖𝗙) - 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀/𝗠𝗼𝗱𝗲𝗹𝘀 - 𝗖𝗮𝗽-𝗧𝗮𝗯𝗹𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 - 𝗟𝗕𝗢/𝗠𝗕𝗢 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 - 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗘𝗱𝘂𝗰𝗮𝘁𝗲𝗱 - 𝗗𝗮𝘁𝗮 𝗘𝗻𝘁𝗿𝘆 🔍 WHAT I BRING TO THE TABLE: ✨ 𝗘𝘅𝗰𝗲𝗹 𝗠𝗮𝘀𝘁𝗲𝗿𝘆: With a wealth of experience in Microsoft Excel, I bring proficiency in creating dynamic spreadsheets, custom formulas, and data visualization. Whether you need a complex financial model, data analysis, or just a well-organized spreadsheet, I've got you covered. 💼 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: Specializing in financial modeling, I understand the importance of accurate projections and strategic planning. I've successfully assisted clients in building robust financial models for budgeting, forecasting, and investment analysis. 🌐 𝗥𝗲𝗮𝗹 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: I have expertise in Valuation Advisory from my tenure at Stout in Chicago and currently apply my skills in Investment Banking at Candlewood Partners. 💡 SERVICES: 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗦𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Whether you need simple data entry or complex formula creation, I deliver tailored Excel solutions that meet your specific requirements. Expect a dynamic and polished final product. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Looking for a detailed financial model to guide your business decisions? I create robust models designed to help you make informed choices and drive financial success. 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀: Convert raw data into actionable insights with my help. I analyze trends, pinpoint opportunities, and present your findings clearly and effectively. 🤝 WHY CHOOSE ME: I am committed to delivering high-quality work with a keen eye for detail and a dedication to meeting deadlines. Your satisfaction is my priority, and I thrive on turning complex data into actionable insights that drive success. Ready to take your Excel and financial modeling game to the next level? Let's collaborate! Drop me a message, and let's turn your ideas into reality. 📈 𝕃𝕖𝕥'𝕤 𝔼𝕩𝕔𝕖𝕝 𝕋𝕠𝕘𝕖𝕥𝕙𝕖𝕣! 📈
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    Google Sheets
    Microsoft Excel
    Business Valuation
    Financial Analysis & Valuation
  • $125 hourly
    Over the past 10+ years I've been fortunate to build a career in community development finance and economic development, especially through research and analytics by helping organizations make data-driven decisions and develop research-backed business strategies.
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