Hire the best Financial Analysts in Fort Lauderdale, FL

Check out Financial Analysts in Fort Lauderdale, FL with the skills you need for your next job.
Clients rate Financial Analysts
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based on 2,179 client reviews
  • $150 hourly
    Best CPA recover your ERC + IRS Support The IRS warned employers to be wary of third parties who are advising them to claim the Employee Retention Credit (ERC) when they may not qualify. Some third parties are taking improper positions related to taxpayer eligibility for and computation of the credit. These third parties often may not inform taxpayers that wage deductions claimed on the business' federal income tax return must be reduced by the amount of the credit. If the business filed an income tax return deducting qualified wages before it filed an employment tax return claiming the credit, the business should file an amended income tax return to correct any overstated wage deduction. The service to Recover the 2020 + 2021 Employee Retention Tax Credit includes: ☑ Eligibility / qualification ☑ Free Estimate preparation ☑ Amended Tax Form preparation ☑ IRS Support - at the IRS’s request, provide to the IRS records that substantiate employer’s eligibility If you would like to schedule a meeting to obtain more information about the ERTC, please contact me @ cpawolfe.com/consultation/ola/services/free-estimate-refundable-payroll-tax-credit-1 The federal government established the Employee Retention Credit (ERC) to provide a refundable employment tax credit to help businesses with the cost of keeping staff employed. irs.gov/newsroom/employee-retention-credit-2020-vs-2021-comparison-chart Page Last Reviewed or Updated: 05-May-2022 I am available year-round, and I can be your one point of contact for multiple business needs (i.e. consulting, accounting, payroll support, taxes, tax planning, financial planning, and financial statements preparation or review). I am a QuickBooks Certified ProAdvisor and a Certified Public Accountant (Florida License) with 20 years of professional experience in the accounting field. Throughout my career, I have held positions as director, senior auditor, and tax associate with multinational companies and US big four accounting firms - PwC and KPMG. These companies encouraged great interaction with a diverse portfolio of clients from different cultures and countries. I started my Firm in 2016 serving start-ups and small to medium-sized businesses. I work remotely or onsite with multiple clients requiring bookkeeping, accounting review, and tax compliance. As part of my services package, I provide tax recovery services, tax planning, business and personal tax returns preparation, clients' business structures assessments, as well as meeting with clients to provide tax recovery services, consulting services, financial services, tax advisory, quarterly tax support, and payroll tax support. cpawolfe.com/irs-tax-refund
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    QuickBooks Online
    Financial Reporting
    Financial Management
    Financial Accounting
    Tax Filings
    Tax Return
    Financial Audit
    Tax Preparation
    Intuit QuickBooks
  • $75 hourly
    I’m an enthusiastic believer in disruptive technologies that can change the world. I’m always looking for opportunities to accelerate innovation by connecting with like-minded individuals. I am a seasoned professional with an established record of startup operations, venture capital, and project management experience. Recognized for demonstrating a natural aptitude for overseeing and leading projects from inception through to completion, as well as for driving the growth and development of startups and for performing key venture capital operations. Professional focal points include relationship management, team leadership and collaboration, product development, communications, budget management, deal review, raising capital, data analysis, marketing, administration, operations management, business development, and project management. Delivering superior performance in the latter areas of expertise requires the utilization of effective communication and interpersonal skills, as well as business acumen, analytical thinking, and problem-solving to support efficiency and maximum success. Most recently, I was the Research & Deal Flow Specialist with NFX. In this role, I furnished support to two of the company’s principal investors with various projects and conducted the evaluation and assessment of deals while interacting with founders throughout the deal review process. I also charted the creation and preparation of research reports for startups graduating incubator and accelerater programs and administered research and analysis into startup and VC activity. In addition, I liaised with senior leadership and various other personnel and teams to ensure the company’s operational support structure was driving the business forward at all times. Colleagues describe me as a driven, innovative, energetic, precise, down-to-earth, analytical, and dedicated professional who can be relied on to offer superior operations that deliver profitable results on time and under budget. Throughout my career, I've networked and worked with a multitude of companies and have developed connections with several investor networks that span the scope of Fintech, Vape, Tech Hardware, Cannabis, Mobile Apps, SaaS, Enterprise, and more. I leveraged these networks to raise a seed round of $300k for one of my startups and am looking to do the same for other early-stage startups looking to raise capital. I also offer advisory services to startups and VC's on any level or budget you are willing to work with.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Project Plans
    Product Development
    Venture Capital
    Operational Planning
    Startup Consulting
    Project Management
    Administrative Support
    Growth Hacking
    Budget Planning
    Digital Marketing
  • $25 hourly
    I am an experienced accountant with a background in finance as well. I am well versed in all things finance and accounting. I am looking for part time and contractual work that will help advance my career skill set, while also helping provide exceptional service to someone with common goals and interests.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Private Equity
    Fund Accounting
    Finance & Accounting
    Project Accounting
    Time Management
    Investment Strategy
    Startup Consulting
    Business Analysis
    Budget Management
    Microsoft Excel
  • $65 hourly
    I have 10 years of accounting & financial analysis experience. I have worked as a Controller the recent few years, running accounting departments with 5-10 employees. My areas of expertise are in full cycle accounting - month end procedures, financial reporting & analysis, budgeting & forecasting, A/P & cash management, accounting software setup & optimization, excel template creation.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Intuit QuickBooks
    Yardi Software
    Software Maintenance
    Budget Management
    Management Accounting
  • $75 hourly
    IMPORTANT NOTE: Please be advised that I do NOT engage in outsourcing for my work. All projects are handled solely by ME and done by MYSELF only. While Upwork currently lists over 100 open contracts, I am currently only actively working on 2-3 projects at the moment. These contracts may have already been completed but not yet formally closed. Please note that this impacts my JOB SUCCESS SCORE as well, having this many contracts still open. I possess 10+ years of extensive experience in financial operations, M&A, private equity, and venture capital. Furthermore, I have successfully raised Seed Capital to Series C funding for several start-up companies. My Career Experience: 1. Director of Finance and FP&A at a publicly traded SaaS company (NYSE: ENFN) 2. Investment Associate at a $2.1B AUM private equity fund 3. FP&A and M&A at Kraft Heinz (NYSE: KHC) 4. M&A investment banking at Barclays 5. Director of Finance for 5+ start-up companies I specialize in the following: - Investor pitch decks and fundraising - Financial modeling - Financial operations - FP&A - Mergers and acquisitions - LBO and acquisition modeling - DCF modeling - IRR and returns modeling - Operational and financial modeling - Investor relations materials - Company operational improvement - Debt modeling - Leveraged lending - Budget preparation - Financial statement analysis and preparation - Business taxes and tax preparation I am also pleased to offer professional services in the areas of investment banking and private equity interview preparation, private equity case studies, and resume review. My track record includes successfully preparing more than a dozen Investment Banking Analysts for Private Equity Associate positions through my case study work and interview preparation. Additionally, I have assisted university students in securing Investment Banking Summer Analyst positions. Please do not hesitate to submit a proposal for my services.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate Investment Assistance
    Intuit QuickBooks
    Venture Capital Consulting
    Microsoft PowerPoint
    Investment Banking
    Company Valuation
    Microsoft Excel
    Corporate Finance
    Management Consulting
    Strategic Plan
    Financial Modeling
    Private Equity
    Case Studies
  • $30 hourly
    Hi there! My name is Bill Lawrence and I'm a highly skilled QuickBooks Expert Freelancer with a passion for bookkeeping and financial management. I specialize in delivering top-notch QuickBooks solutions to clients, helping them streamline their financial processes and achieve accurate and organized records. What sets me apart is my in-depth knowledge of QuickBooks Online. I have a strong command of the software's features and functionalities, enabling me to efficiently handle various aspects of financial management, such as bank reconciliations, accounts payable and receivable, payroll processing, and financial reporting. Here's what you can expect when working with me: - Comprehensive Bookkeeping: I excel in providing meticulous bookkeeping services, ensuring that your financial data is accurately entered, organized, and up-to-date. - Financial Analysis: I possess a keen eye for detail and a solid understanding of financial analysis techniques. I can help you interpret your financial data, identify trends, and make informed decisions to drive business growth. - Troubleshooting and Support: QuickBooks can sometimes be challenging, but I'm here to help. I have a knack for troubleshooting and resolving any issues or discrepancies that may arise, ensuring your QuickBooks software runs smoothly. This includes the ability to fix the issue of when the bank balance doesn't match the QuickBooks balance. - Communication and Collaboration: I believe in building strong client relationships based on trust and effective communication. I value your input and strive to collaborate closely to understand your unique business needs and deliver tailored solutions. Whether you're a small business owner, entrepreneur, or an individual seeking assistance with personal finances, I'm here to support you. My goal is to alleviate your financial burdens, allowing you to focus on what you do best – growing your business. Ready to take control of your finances? Let's connect and discuss how I can help you optimize your QuickBooks experience and achieve financial success.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Budgeting & Forecasting Software
    Inventory Management
    Financial Accounting
    QuickBooks Online
    Account Reconciliation
    Accounts Receivable
    Accounts Payable
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $30 hourly
    Highly accomplished Project Manager and Revenue Operations Manager for a National Social Security Disability Law Firm. Recognized for implementing financial strategies that optimize revenue, profitability, and operational efficiency. Demonstrated Success In directing cross- functional teams and cultivating a culture of collaboration and excellence. Strong leadership, analytical and problem-solving skills with a keen eye for detail.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Project
    Financial Reporting
    Data Analysis
    Sage 50 Accounting
    Microsoft Excel
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