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Hire the best Financial Analysts in Miami, FL

Check out Financial Analysts in Miami, FL with the skills you need for your next job.
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Clients rate Financial Analysts
Rating is 4.9 out of 5.
4.9/5
based on 207 client reviews
  • $150 hourly

    • 5.0/5
    • (48 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!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    VLOOKUP
    Looker
    Looker Studio
    Financial Model
    Financial Consulting
    Financial Modeling
    Business Valuation
    Data Analysis
    Excel Formula
    Business Consulting
    Data Visualization
    Management Consulting
    Microsoft Excel
  • $89 hourly

    • 5.0/5
    • (16 jobs)
    Hello! I have over 20 years of experience in banking and commercial real estate. First 10 years I spent working in real estate banking and commercial lending (government contractors and medical businesses financing, coupled with asset based lending against A/R and equities). Second 10 years I worked in real estate private equity and fund management. Over $3bn of underwritten, closed and asset-managed CRE across: offices, retail, mixed use, multifamily, senior housing, hotels and real estate developments. I hold a bachelors in accounting, and masters in finance and investment. A few select skills for engagements: Commercial Real Estate: - financial modeling (excel and argus) - due diligence - development (zoning, entitlements, budgeting and re-forecasting) - asset management business plans - equity/debt pitch decks - investment committee (IC) memorandums - leasing/sales comps, research and market analysis C&I - spreading and common sizing financials - industry financial ratio analysis - executive loan committee (ELC) memorandums - negotiating term sheet and procuring loans General: - business pro forma - business plans - project and company presentations - market analysis Tutoring: - banking resume writing and editing - technical and fit interview coaching - university level finance, accounting and real estate courses
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Reporting
    Accounting
    Microsoft Office
    Business Plan Writing
    Construction
    Commercial Lease
    Pitch Deck
    Research & Development
    Private Equity
    Relationship Management
    Asset Management
    Underwriting
    Microsoft Excel
    Financial Modeling
  • $45 hourly

    • 4.9/5
    • (91 jobs)
    "My books are a HOT mess!".. "I have no clue what I'm doing in QB."... "I just need to hand this thing off to someone who knows what they're doing"..."OMG, I need to fix my finances for my CPA!" These comments have been the start of some of the most magnificent and fruitful client engagements I've had here on Upwork. The clarity, relief, and satisfaction they find after working with me for just the first 2 weeks is why I do this :) My specialty the CLEANUP of books, specifically for service providers and freelancers. This is MY "art" and what gets me into "zone". The result: a crispy clean set of books that gives you 100% clarity of where your business stands financially. And then once trust is built, this normally leads to a systematic monthly bookkeeping service to keep things in order. Some credentials: 15+ years crunching numbers QuickBooks Online ProAdvisor - Gold Partner Enrolled Agent (a license from the IRS for tax expertise) Certified Professional Bookkeeper- Universal Accounting School B.S. in Finance and Masters degree in Management Info Systems Business Ownership - School of Hardknocks :) Relevant Reviews: "Luis is awesome! He exceeded the job, worked super fast, and his customer service is superb. Accounting can be daunting but he makes it approachable and takes care of the small stuff so you can focus on what matters most. I'm looking forward to continuing my relationship with him. Highly recommend if you're looking for bookkeeper/accountant. :)" - Oscar (Upwork client) "Luis has been amazing! highly experienced, responsive and has a proactive approach to work." - Hicham (Upwork client) ------------------------------------------------------------------------------------------------------------- So... If you're like most of my clients, you despise this part of running a freelance or agency business. OR....Maybe you're the type that actually appreciates accounting, the language of business that tells the story behind the numbers. But you're looking to outsource that piece to someone you can trust so that you can focus on the never-ending bigger picture tasks. Either way, working with someone who knows his stuff but can communicate it in a way that helps you gain CLARITY, not confuse you even more, seems like a no brainer, doesn't it? That's where I come in. So if you're ready, how about a quick chat to discuss your needs in more detail and if/how I can fulfill those needs. And to reduce your risk and make your decision even easier, we can start off with a smaller project where I simply take a 2-hour deep dive into your current books and business model and report back to you on my findings and suggestions on how to move forward. This "Financial Health Check" alone provides so much clarity that you'll actually feel EXCITEMENT over bookkeeping.. really! So let's go! Send me a quick message letting me know what your situation is... Hope to talk soon!!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Analysis
    Financial Modeling
    QuickBooks Online
    Account Reconciliation
    Microsoft Excel
    Accounting Software
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Budget Management
  • $100 hourly

    • 5.0/5
    • (24 jobs)
    As a TOP RATED and HIGHLY RESPONSIVE Real Estate Freelancer, I specialize in providing Commercial Real Estate Consulting and Underwriting Services for Multifamily, Office, Medical Office, and Retail properties. With over three years of experience as a Private Equity Real Estate Analyst and two years as a Private Consultant, I offer valuable insights and analysis that help clients make informed investment decisions. Using specialized tools such as advanced Microsoft Excel, CoStar, Real Capital Analytics, and Esri Business Analyst, I paint a clear picture of markets and properties, giving my clients the information they need to succeed. My 100% client satisfaction rating speaks to my commitment to providing the most significant benefit for the lowest reasonable cost. I am highly responsive to my clients' needs and work tirelessly to ensure their questions and concerns are addressed promptly. My communication skills have been praised by clients, and I am confident that I can deliver exceptional results on any project. If you're looking for a skilled and experienced real estate freelancer who can help you achieve your investment goals, look no further. Let's work together to make your next project a success!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate
    Visual Basic for Applications
    Real Estate Financial Modeling
    Microsoft Excel
    Underwriting
    Financial Modeling
    Argus
  • $175 hourly

    • 4.8/5
    • (29 jobs)
    With over 15 years of experience both on Wall Street and in Corporate Finance, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate work into easily digestible conclusions. Understanding what creates value and how to grow a profitable business allows me to help clients reach higher potential. I'm here to help you with all your finance needs to guide, scale, monitor, strengthen, and present your business. I have experiences ranging from serving as a fractional CFO for pre-revenue startups to assisting in financial strategy and reporting for multibillion dollar global businesses as well as advising management teams, board of directors, and investors on investment, M&A, fund raising, and valuation work. I have utilized these skills to help found two start-ups and now work as a financial consultant. My professional career and success has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Business Strategy • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow management, modeling, and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Business valuation • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Company, industry, and market research • Excel file and data cleanup, analysis, and visualization
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Analysis & Valuation
    Cash Flow Analysis
    Cash Flow Modeling
    Strategic Planning
    Budget Planning
    Microsoft Excel
    Company Valuation
    Financial Projection
    Financial Modeling
    Operations Analytics
    Forecasting
    KPI Metric Development
    Investment Research
  • $85 hourly

    • 5.0/5
    • (4 jobs)
    I specialize in the bookkeeping and accounting solutions which including the following: - Accounts receivables and collections; - Accounts payables and payments; - Chart of accounts set-up and maintenance; - Organizing/tagging/classifying transactions; - Reconciling bank statements and credit cards; - Submitting payroll; - Preparing journal entries; - Creating and reviewing budget to actual analysis; - Implementing accounting processes and workflows; - Providing complete and accurate month end financial statements (balance sheet, profit and loss, cash flows); - Reporting on trends and key performance indicators; and - Providing summarized reports for management
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Reporting
    Financial Modeling
    Marketing Audit
    Bookkeeping
    Accounting Basics
    Month-End Close Assistance
    Zoho Books
    Financial Projection
    Microsoft Excel
    Intuit QuickBooks
    Financial Report
  • $80 hourly

    • 5.0/5
    • (6 jobs)
    As a seasoned analyst with a strong foundation in market research, financial modeling, and strategic planning, my expertise lies in leveraging data and analytical insights to drive business growth and competitiveness. My data-centric approach ensures that every decision is informed by evidence, leading to optimized financial performance and actionable strategies. My commitment to translating uncertainty into opportunities means I am dedicated to helping businesses thrive in dynamic markets. My skill set includes: • Customized analysis and modeling tailored to specific business needs. • Business intelligence solutions that transform raw data into actionable insights. • Exceptional communication abilities, enabling me to convey complex ideas in a clear and accessible manner. • Strategic planning and market strategy development to align business objectives with market trends. I am passionate about helping businesses unlock their full potential by navigating the complex landscape of modern commerce. With a proven track record in delivering results, I am ready to bring my expertise to your business and contribute to its success.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Excel Formula
    Data Analysis
    Business
    Business Intelligence
    Modeling
    Market Analysis
    Financial Statement
    Finance & Accounting
    Financial Modeling
    Underwriting
    Real Estate Financial Modeling
    Real Estate
    Cost Analysis
    Microsoft Excel
  • $85 hourly

    • 4.5/5
    • (19 jobs)
    Hello, I am Ori, a seasoned real estate professional with over 10 years in commercial real estate and a Master's degree in Business Administration from Duke University. My experience encompasses all asset classes with an emphasis on multifamily, retail, SFR, and tiny homes development. I have been involved in multiple transactions and DD and underwritten myriad transactions. I assist small to medium owners, developers, syndicators and investors in securing debt and equity and issuing the required documents and financials that lenders request. I underwrite properties and build proformas that provide visibility and assist my clients in evaluating business decisions. In addition, I'm involved in all facets of equity raising including creating slide deck presentations, partnership agreements, returns distribution (waterfall), and general counseling. I have access to multiple real estate software such as Argus, Costar, John Burns and RCA of which I can extract data such as precedent transactions, demographics comparable assets, and much more. One of my strong suites is helping Tiny Home and SFR developers kick start and scale up their businesses. I spent 3 years as an FP&A manager at a fast-growing startup, worked for a Miami-based developer and retail investor before moving to American Landmark, a leading multifamily owner based out of Tampa. I'm currently working as a Principal at a corporate VC fund which is part of a multinational publicly-traded company. I'm regarded for my ability to drive significant top and bottom-line results, conduct in-depth analyses, and draw metric-based conclusions. Throughout my career, I applied my strategic thinking and creativity to find solutions for multifaceted problems and develop new services. Having worked in the financial services, I developed a strong grasp of the business and collaborated with a variety of stakeholders to satisfy the needs of all parties involved. I'm fluent in Spanish and Hebrew.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Modeling
    Forecasting
    Online Writing
    Underwriting
  • $135 hourly

    • 4.4/5
    • (72 jobs)
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Mergers & Acquisitions
  • $25 hourly

    • 5.0/5
    • (13 jobs)
    Hello, and thank you for considering my profile! I am Edgar, a highly accomplished professional with extensive managerial experience spanning various industries. With a solid background in operations, project management, and team leadership, I bring a wealth of expertise to the table, enabling me to drive success and help organizations achieve their goals. Throughout my career, I have consistently demonstrated my ability to effectively manage cross-functional teams, optimizing operational efficiency and ensuring seamless workflows. By utilizing my exceptional organizational and planning skills, I have successfully developed and implemented strategic plans that have enhanced productivity and streamlined processes within the organizations I have worked for. Leveraging innovative methodologies and staying updated on industry best practices, I have consistently driven efficiency improvements and delivered exceptional results. One of my core strengths lies in my problem-solving capabilities. I possess a keen eye for identifying areas of improvement and implementing effective solutions to overcome challenges. By analyzing complex situations and leveraging data-driven insights, I have been able to optimize processes, reduce costs, and improve overall performance. I firmly believe that every obstacle presents an opportunity for growth, and I thrive in dynamic environments that require quick thinking and agile decision-making. As a proactive leader, I have successfully built and nurtured high-performing teams, fostering a collaborative work environment that encourages innovation and drives excellence. I am a strong believer in empowering individuals, providing guidance, and mentorship to unlock their full potential. By cultivating a culture of continuous learning and professional development, I have witnessed remarkable growth in the teams I have led, resulting in enhanced productivity and employee satisfaction. In my managerial roles, I have consistently focused on effective communication and stakeholder management. I understand the importance of clear and concise communication to ensure alignment among team members and stakeholders. I am skilled at bridging the gap between technical and non-technical stakeholders, facilitating a common understanding of project objectives and ensuring everyone is on the same page. By actively engaging with stakeholders and keeping them informed throughout the project lifecycle, I have fostered strong relationships and delivered projects on time and within budget. Furthermore, my expertise extends to budgeting, resource allocation, and risk management. I have a proven track record of effectively managing budgets, optimizing resource allocation, and mitigating risks to ensure project success. By meticulously assessing project requirements and balancing available resources, I have consistently delivered projects within allocated budgets and timelines. I am well-versed in identifying potential risks and developing risk mitigation strategies, allowing for proactive management of potential obstacles that may arise during the course of a project. Having experienced organizational transformations and change initiatives firsthand, I am adept at leading teams through transitions and ensuring business continuity. I understand the challenges associated with change and have successfully navigated complex situations by engaging stakeholders, effectively communicating change strategies, and addressing concerns with empathy and transparency. I strive to create a smooth transition process that minimizes disruption and maximizes stakeholder buy-in. If you are seeking a skilled professional who can bring a strong managerial acumen to your projects, I am here to assist you. My goal is to collaborate with you in achieving exceptional results and driving sustainable growth. Together, we can leverage my extensive experience and skills to overcome challenges, optimize operations, and deliver successful outcomes. I look forward to the opportunity to contribute to your organization's success.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Adobe InDesign
    Sales
    Contract Negotiation
    Adobe Photoshop
    Mailchimp
    Adobe Illustrator
    Project Management
    Facebook
    Real Estate
    CAD
    3D Design
    Advertising
    Microsoft Office
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    At EWanssy Consulting, we specialize in providing bookkeeping solutions designed to meet the unique needs of your business. Our services include: • Bookkeeping Cleanup: Our specialized service focuses on organizing and optimizing your existing financial records to ensure accuracy and consistency. We identify and correct errors, reconcile accounts, and streamline your financial data. • Streamline Bookkeeping: Our year-end bookkeeping service provides a concise summary of your financial transactions, simplifying your tax preparation process. By outsourcing this task to us, you can save time, reduce stress, and ensure that your financial records are accurate and ready for tax season. • Standard Bookkeeping: Our basic level of bookkeeping service covers essential tasks like monthly transaction recording, account reconciliation, and financial statement preparation. • Advanced Bookkeeping: For businesses with complex financial needs, our advanced services include payroll processing, inventory management, accounts receivable and payable management, and sales tax reporting. • Financial Consulting: Our financial consulting services provide a comprehensive review of your financial records to identify areas for improvement and provide insights into your financial performance to help make informed decisions. Why Choose EWanssy Consulting? • Expertise: Our experienced bookkeepers are skilled at handling complex financial tasks. • Accuracy: We prioritize accuracy in all our work. • Cost-effectiveness: Our competitive pricing and flexible packages make our services affordable for businesses of all sizes. • Customer satisfaction: We are committed to providing exceptional customer service and building long-lasting relationships with our clients. Enjoy the benefits of having Clean Books, Clear Conscience, and Optimizing your Tax Savings with EWanssy Consulting. Contact us today to schedule a consultation and discover how we can help your business thrive.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Sales Tax
    Financial Consulting
    Inventory Management
    Accounts Receivable
    Accounts Payable
    Account Reconciliation
    Payroll Reconciliation
    Payroll Accounting
    Light Bookkeeping
    Bank Reconciliation
    Accounting Basics
    Financial Planning
    Bookkeeping
    Accounting
  • $95 hourly

    • 0.0/5
    • (0 jobs)
    I'm a business consultant eager to apply my experience from Warner Brothers, The Juilliard School, Miss America, and The GRAMMYs to help you grow your business. Consider me your Swiss army knife for identifying, evaluating, and solving your problems. Whether you’re trying to unlock new revenue streams, build a business plan, or create a go-to-market strategy, I can help. - Expertise in corporate strategy, content monetization, and partnership identification & pitching - Skilled in financial modeling, market research, business plan development, and negotiations. - Proven track record in driving revenue and crafting creative partnership strategies for brands With 6 years experience as a consultant, I provide full project management from ideation to execution, ensuring impactful results that align with your business goals. Regular communication is key to my work, so let’s start with a conversation to see if I'm a good fit to help you achieve your goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Brand Consulting
    Business Development
    Business Analysis
    Go-to-Market Strategy
    Analytical Presentation
    Strategy
    Media & Entertainment
    Presentations
    Market Research
    Partnership Development
    Management Consulting
  • $75 hourly

    • 0.0/5
    • (1 job)
    I am not your typical consultant or analyst. I am not going to waste your time as some other consultants do. I love helping people and like to surround myself with people who are passionate about their business and help it grow and succeed. My background is very unique in that I was trained as a financial analyst at a hedge fund (4 years), left the USA to live in China for 8 years, and started a few companies in China, Europe and then back in the USA. My China Study Abroad business was recognized by the White House and the United Nations and if I can convince a mom and dad to send their kid to China and $20,000 without meeting me in person, believe me when I say I know how to sell but I also know how to deliver. Also, I can analyze every aspect of the business and find the issues whether it is the people, the process or the product (yes the last part is from Marcus Lemonis: I give credit where credit is due). My team and I in every company I founded created processes to optimize sales, customer service, operations, etc. I know how stressful it can be to run a business and to always feel you are doing too much. I went through that myself and understand the struggle but I also know the way to reduce this stress for you, your business partners and maybe even your family. They matter the most. If you have not noticed already I know how to communicate very effectively, hopefully we can work together and help you optimize and grow your business. Who is the perfect client to work with me. I like working with clients that know what they want. That already have revenues in the range of $25,000 or more a month and growing and need help to optimize processes and systems. My time will be spent on working with you and finding ways for you to improve your business. If you need me to be more hands-on I can be but it will depend on the business as well as the client. Think of me as a potential interim COO. I come in look at everything and will give you a game plan and even execute it for you if you can do it or do not have the people to do it.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Blockchain, NFT & Cryptocurrency
    Financial Report
    Stock Market
    Analytics
    Financial Model
    Marketing Operations & Workflow
    Sales Strategy
    Customer Service Training
    Price & Quote Negotiation
    Strategic Plan
  • $9 hourly

    • 5.0/5
    • (1 job)
    I am a native Finnish speaker and I have done Finnish translations for the past 10 years as a side job (I have masters degree in business and finance) and during my studies. Jobs have included proofreading and translations of whole websites (financial companies), legal documents (tax, contracts), technical manuals, medical (aesthetic and plastic surgery) content creation for websites. I am interested in any type of translation, proofreading and content creation jobs - small and large projects and also continuous projects.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Social Media Marketing
    Finnish to English Translation
    English to Finnish Translation
    Content Writing
    Business Plan
    Content Editing
    Market Research
    Proofreading
    Translation
  • $200 hourly

    • 0.0/5
    • (0 jobs)
    I am a seasoned finance and capital markets leader specializing in supporting early and growth-stage startups. My expertise includes building and optimizing finance functions, structuring capital, driving scalable growth strategies, and guiding companies through pivotal milestones such as acquisitions and securing debt facilities. Whether you need a tailored capital strategy, a dynamic financial forecast, or hands-on support in structuring your finance operations, I deliver actionable solutions rooted in technical proficiency and a deep understanding of startup dynamics, enabling businesses to scale effectively and achieve sustainable growth.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    FinTech Consulting
    Financial Planning
    Fundraising
    Negotiation Coaching
    Investment Banking
    Venture Capital
    Financial Consulting
    Startup Consulting
    Financial Modeling
    Finance & Accounting
    Finance
    FinTech
    Mergers & Acquisitions
    Capital Markets
  • $18 hourly

    • 5.0/5
    • (2 jobs)
    * Self-motivated, proactive, detail oriented, team player * Microsoft Office (Word, Excel, PowerPoint) * Review and verify bookkeeping data for accuracy and completeness. * Identify and correct any discrepancies or errors on reports * Critical thinking, customer service and organization skills * Invoicing, collections, account reconciliation
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    General Office Skills
    Critical Thinking Skills
    Account Reconciliation
    Receptionist Skills
    Leadership Skills
    Microsoft PowerPoint
    Microsoft Word
    Microsoft Excel
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