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Hire the best Financial Analysts in New York, NY

Check out Financial Analysts in New York, NY with the skills you need for your next job.
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Rating is 4.8 out of 5.
4.8/5
based on 208 client reviews
  • $70 hourly

    • 4.9/5
    • (54 jobs)
    I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Investment Research
    Finance & Accounting
    Factset
    Valuation
    Financial Reporting
    Financial Modeling
    Company Valuation
    Financial Statement
    Mergers & Acquisitions
    Investment Banking
    Financial Accounting
    Financial Report
    Financial Projection
  • $167 hourly

    • 5.0/5
    • (14 jobs)
    💼 Short Bio: Natalia Ivanova, IAR® , Founder and CEO, Financial Planning Specialist, Portfolio Designer at NewGen Wealth Creation, and former financial advisor at Morgan Stanley, with over 8+ years of experience working with travel-loving professionals and entrepreneurs, from small business owners to CEOs of Fortune 500 companies. A dog mom, immigrant, and Puerto Rico-based world traveler, proud to use my platform and experience to empower others to achieve their financial goals and build a fulfilling life. 💼 I am an experienced and driven entrepreneur with over 8 years of Wealth Management industry experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. - Built a successful wealth management practice at Morgan Stanley with nearly 50 clients. - Managed book of business with over 1.7 billion in AUM (as of 2019). - Run my own fully registered investment advisory firm that I launched in 2022. - Successfully published over 100 articles 📋 Proven Track Record: Successfully helped over 500 clients retire. Reviewed and prepared over 1,000 financial plans and portfolio analytics. Saved our clients over $500,000 in student loan interest. Saved our clients over $8,000 in fees. Helped over 10 clients build their first $12,000. Helped business owners organize their pension plans. 🌍 Client Diversity: 60% Referrals 40% Social Media Having worked with clients from various professions across the United States and worldwide, including medical, interior design, teaching, nursing, hospitality, service model, consulting, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in these fields. Today most of my clients are startup owners. I also collaborate with CPAs, attorneys, and tax advisors to ensure comprehensive and seamless service for my clients. 📈 Specialized Services: I specialize in a range of financial services, including comprehensive financial planning, retirement planning, business structuring, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. 📞 Upwork Consultations: To assist you in understanding the financial services you require and address any questions you may have, I offer 30-minute consultations here on Upwork. I am dedicated to supporting you every step of the way, leveraging my experience and knowledge to guide you through the process efficiently and effectively. 30-minute consultation fee is $75 plus Upwork fee. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget. 📊 Additional Projects: Proficient in Excel and Financial Analysis In addition to my expertise as a financial advisor and portfolio manager, I am highly proficient in utilizing Excel for various financial analysis tasks. I possess advanced skills in budgeting, forecasting, model building, and preparing financial statements such as the balance sheet, income statement, and business projections. My Excel proficiency allows me to streamline and optimize financial data, enabling accurate and insightful analysis. I am well-versed in creating dynamic financial models that provide valuable insights into your business's financial performance and future projections. Whether you require assistance in budgeting, forecasting, or financial statement preparation, I can deliver high-quality results. 🔍🔒 Verifiable Credentials: Find Me on SEC.gov and LinkedIn for Further Verification As a new member on the Upwork platform, I understand the importance of trust and credibility. To provide you with peace of mind and further verification of my professional background, I encourage you to look me up on SEC.gov and LinkedIn. The links to these platforms are provided in my profile below. 🚀Next Steps: English is my preferred language of communication, but I can also provide services in Ukrainian and Russian. I am committed to clear and effective communication and will take the time to educate you on your financial plan to ensure your complete understanding. If you are interested in working together, please reach out to me today. I am always available to discuss your needs further and schedule a call to determine if we are a good fit for each other.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Accounting
    Personal Finance & Wealth Management
    Wealth Management
    Investment Portfolio Review
    Portfolio Management
    Financial Planning
    Financial Plan
    Financial Management
    Financial Consulting
  • $70 hourly

    • 5.0/5
    • (1 job)
    Previously I worked as a Finance and Valuation Associate under a top-tier private equity firm, where I led Mergers and Acquisitions due diligence and financial analysis for target investments. My team successfully deployed $30M in capital, acquiring 5+ companies over 2 years, and yielded a 28% ROI. Currently, I serve as a Senior M&A Advisor at Synergy Business Brokers and I am the interim CEO and Financial Controller at the Center for Cognition.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Analysis
    Financial Modeling
    Investment Strategy
    Business Valuation
    Business Writing
    Project Management
    Microsoft Excel
  • $100 hourly

    • 4.7/5
    • (7 jobs)
    *I've brought in so far nearly $1m in grants (federal, international, and private sources, ranging from National Endowments to Harvard, US to China, Europe, and Middle East). *Duly elected judge of elections who recently exited Hong Kong (where I worked as a liberal arts professor) and served as an inspector in the NYC mayoral election. *Polylingual: Read and speak Mandarin Chinese, Cantonese, French, Italian, German. Conversational Arabic is rusty but hopefully improves in NYC. *Looking to connect with creative entrepreneurs in foreign languages, arts and education, financial markets, and policy.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Education
    Chinese
    Company Policy
    Writing
  • $95 hourly

    • 5.0/5
    • (1 job)
    As a fractional CFO/Accountant with over 15+ years of experience, I specialize in helping small to medium size companies achieve their financial business goals. Let's solve your most challenging accounting and financial problems by providing better insights into your business financial habits and strategic financial plans to help grow your business. I provide fractional CFO and accounting services to business owners that want: ✅ Peace of mind knowing their books are accurate ✅ Clarity on their bottom line numbers ✅ Strategies for maintaining cash on hand If you're looking for help with staying on top of day-to-day accounting activities and knowing that your books are accurate and current, I am here to help. Send me a message for a free consultation to get started. Then, let's take your business to the next level! Testimonials: "I have been working with Shahona for over a year, and I am very pleased with the work she has done for both of my businesses - one an interior design company and the other an apparel start-up. She manages the bookkeeping, invoicing, and sales taxes. Shahona is reliable, professional, and a delight to work with." Bimla Picot "Shahona has helped me tremendously through her knowledge and use of the QuickBooks software. She patiently instructed me on the proper way to implement the program, and now I understand how to input and organize data accurately. I highly recommend her as she is well organized, patient, reliable, and illustrates time-saving practices." Richard Sohanchyk "Shahona has brought the company the level of review, organization, and financial Clarity needed when managing multi-million dollar projects. Initially speaking with Shahona about my company's needs, she was knowledgeable, professional, and had the necessary frameworks to scale this function. To scale, you need to hire the right people in any business. Shahona has been that person for the Red Oak team in all things Accounting." Tom Staub "Shahona has been a tremendous asset to my business. We converted from QuickBooks Desktop to QuickBooks Online, and Shahona was great in making the conversion seamless and getting us set up in QBO. Shahona is always prompt in answering questions, and I'm impressed with how organized and efficient her systems were to make the process a breeze!" Saul Bardosh
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Project Budget
    Financial Accounting
    Cost Accounting
    Cash Flow Analysis
    Financial Projection
    Financial Reporting
    Bookkeeping
    Microsoft Excel
    Budget Management
    Balance Sheet
    Intuit QuickBooks
    Bank Reconciliation
  • $100 hourly

    • 5.0/5
    • (9 jobs)
    Experienced strategy consultant and business analyst with an MBA from Columbia Business School. Prior to business school, I worked as an economic consultant at The Brattle Group, where I answered complex quantitative, economic, and financial questions for top law firms in the US. I also have M&A and strategy consulting experience, most recently at PwC Strategy&, as well as venture capital experience in the Web3 space. Business analysis services offered: -- Competitive analysis, market sizing, industry/market research -- Financial modeling (e.g., revenue build ups, forecasts, market shares, benchmarking) -- Business valuation (e.g., discounted cash flows and comparable companies/transactions) Data analysis services offered (R, Python, Excel): -- Extraction and analysis of data from public and private sources -- Static and dynamic data visualizations -- Dashboards in Excel and R Shiny -- Data manipulation, processing, and cleaning -- Web scraping to create custom datasets Consumer survey services offered: -- Survey design and analysis -- Study protocol and sampling methodology -- Panel and sample population identification and selection -- Survey fielding and response collection via research tools like Qualtrics, SurveyMonkey, and Dynata -- Sample size calculations and weighting -- Dashboards and models to explore and analyze survey results
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Valuation
    Text Analytics
    Web Scraping Framework
    R Shiny
    Survey Data Analysis
    Mergers & Acquisitions
    Data Visualization
    Market Research
    Competitive Analysis
    Survey Design
    Data Analysis
    Microsoft Excel
    Python
    R
    SQL
  • $175 hourly

    • 5.0/5
    • (29 jobs)
    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
    Business Planning & Strategy
    Growth Strategy
    Venture Capital Consulting
    Storytelling
    Investor Overview
    Venture Capital
    Visual Communication
    Pitch Deck
    Presentation Design
  • $125 hourly

    • 4.8/5
    • (13 jobs)
    I have 20+ years of investment banking and strategic advisory experience supporting founders, CEOs, CFOs and key stakeholders across a broad range of industries and transactions. I am a problem solver with the expertise and hands-on skills to provide bespoke value added support to enable clients to achieve their goals. * M&A, debt and equity financing, restructuring transaction support * Financial modeling, forecasting, strategic planning * Data analysis, due diligence
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Startup Consulting
    Venture Capital Consulting
    Financial Analysis & Valuation
    Investment Banking
    Financial Modeling
    Business Strategy
    Private Equity
    Fundraising
    Finance
    Corporate Finance
    Microsoft Excel
    Finance & Accounting
    Mergers & Acquisitions
    Strategy
  • $80 hourly

    • 5.0/5
    • (1 job)
    Services Offered / Areas of Expertise: ▪️Fractional CFO, Financial Markets Pro 📈 ▪️Expert financial modeler, Excel/VBA/PowerBI 💻 ▪️Analytics Pro, Dashboards, KPIs, Tableau 📊 ▪️Pitch decks, PowerPoint presentations 🧑‍💻 ▪️Startups/VC, Unicorns, Small business 🦄 Background: ▪️10+ yrs corporate finance experience ▪️8yrs on Wall St. at Investment Bank 🏦 ▪️Chartered Financial Analyst (CFA) 🕵️‍♂️ 💰 ▪️MBA from NYU Stern 🎓 ▪️MS Finance from U of Michigan 🎓 Looking forward to hearing from you!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Equity Valuation
    Market Research
    Equity Research
    Statistical Analysis
    Corporate Finance
    Chartered Financial Analyst
    Financial Planning
    Tableau
    Microsoft Excel
    Presentations
    Financial Modeling
    Microsoft PowerPoint
    Presentation Design
  • $159 hourly

    • 5.0/5
    • (2 jobs)
    I would be excited to provide your business with high-quality financial modeling & consulting services and sound advice drawn from 10+ years experience in technology and investment banking. I am a finance and accounting professional experienced in leading finance departments at companies ranging from Series B startups through post-IPO public companies. Services include: - Creation of financial and operational models, dashboards, presentations, and data analysis & visualizations. I can help you gain insight into your business' key levers, how your business is performing, how much capital you may require, and how your company will look in the future. - Advisory services including corporate strategy, pricing, mergers & acquisitions (M&A), and fundraising. Drawing on years of prior experience leading strategic reviews and transactions within technology organizations and as an investment banker, I can help you make data-driven decisions at key points in your company's life. - Full service finance function leadership including financial planning & analysis (FP&A) and accounting/bookkeeping team management (internal or external). I can manage the day-to-day needs of any finance organization, while being a thought partner to you. Free up your time to focus on sales, marketing, product development, and all the other functions of the business.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Data Analysis
    Operational Planning
    Strategic Planning
    Business Analysis
    Fundraising
    Mergers & Acquisitions
    Business Presentation
    Financial Consulting
    Financial Planning
    Financial Modeling
  • $120 hourly

    • 5.0/5
    • (3 jobs)
    I'm a former investment banker and investment professional with over 5 years of experience in the industry. Highly experienced in financial analysis / valuation and savvy on the latest trends and processes of finance recruiting. Key services offered: - Finance resume review & interview prep - Early career coaching - Financial valuation / modeling training & assistance
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Mergers & Acquisitions
    Analytical Presentation
    Acquisitions
    Investment Research
    Investment Banking
  • $200 hourly

    • 5.0/5
    • (22 jobs)
    Chartered Financial Analyst | Certified Financial Planner 14 Years experience in investment management 5 Year Portfolio Management - Almeida Investment Management (Go CIO) 3 Years Associate Portfolio Manager - City National Bank 3 Years Fixed Income Consulting - Advisors Asset Management 2 Years Relationship Management - JP Morgan Chase 1 Year - Investment Sales - Gunn Allen Financial Skills Include: Financial Modeling, Cap Table Management, Fundraising, Investment Security Selection
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Investment Research
    Financial Projection
    Financial Modeling
  • $70 hourly

    • 5.0/5
    • (18 jobs)
    Hey there! I'm a financial professional with experience at a bulge bracket investment, late-stage and early-stage startups. My career on Wall Street has consisted of assisting clients in the real estate, gaming and tech space with their financial and strategic ambitions. You should hire me if you're looking for someone with experience completing over $2bn in mergers and acquisitions, raising over $3bn in debt and equity, and revamping a companies financial reporting and investment framework from the ground up. I have a Bachelor of Business Administration in Finance and a Minor in Economics. I'm a business partner who can quickly evaluate, plan and execute a project while succinctly communicating updates and milestones. I genuinely enjoy helping entrepreneurs and small businesses to attain their goals and realize their aspirations. I look forward to the prospect of working with you to help achieve your full potential. Previous Real Estate projects I've completed: - Acquisition Analysis and Underwriting (any property type) - Pro Forma Statements - Market Analysis - Comp Analysis - Investment memos General Business Projects I've completed: - DCFs - Company Financials and Projections - Budgeting - Investor Presentations - Board Presentations - Raising Capital - Excel Report Creation - KPI Reports
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate Investment Assistance
    Startup Consulting
    Venture Capital Consulting
    Investment Banking
    Underwriting
    Private Equity
    Financial Modeling
    Microsoft Excel
    Microsoft PowerPoint
    Valuation
    Business Presentation
  • $70 hourly

    • 4.6/5
    • (37 jobs)
    As an experienced Accountant for 15 years, I am motivated to bring dynamic and successful outcomes that promote growth because I believe in constant betterment of an individual is what brings them and their businesses to new heights. Likewise, it is this philosophy that has enabled me to serve the many businesses and individuals who reach their goals. I have implemented and taught the following systems: Quickbooks, Proprietary Accounting Software (exclusively for Restaurants), Microsoft Dynamics 365, FundEZ, Intacct, Oracle, Netsuite, Oodoo & Wave The following business sectors I have served: Retail, Consumer Packaged Goods, Oil & Gas, Software, Cannabis, Food & Beverage, E-Commerce Charter School Networks ✦Implemented enhanced process improvements to accurately calculate sales tax nexus and promptly correct sales tax adjustments in the general ledger, thereby elevating the company's tax compliance standards. ✦Submitted tax returns to the IRS from 2017 to 2022, ensuring an accurate representation of the company's foreign investors and achieving compliance with tax regulations. ✦Processed payroll and administered benefits to ensure timely and accurate compensation and benefits for all employees, resulting in improved employee satisfaction and retention rates. ✦Oversaw and guided a team of three contract accountants in accounting operations, ensuring quality and timely delivery, ultimately leading to increased efficiency and accuracy. ✦Executed monthly close responsibilities for multiple accounts, including reconciliations, analysis, adjustments, and financial statement preparation. ✦Implemented and oversaw a comprehensive financial management system encompassing cash management, payroll administration, tax preparation, and routine financial reporting, resulting in improved financial transparency and efficiency, leading to streamlined operations and informed business decisions. ✦Analyzed financial data regularly to accurately predict cash flow and budget requirements, resulting in informed financial decision-making. ✦Designed and implemented rigorous internal controls and meticulously documented standard operating procedures to fortify the financial infrastructure of the company and enhance accountability and transparency, yielding a 15% improvement in financial efficacy. ✦Conducted a comprehensive weekly analysis of client financial statements to identify and report on any discrepancies promptly, ensuring timely and accurate financial reporting to stakeholders. ✦Generate and implement a Service Discontinuation Timeline for delinquent clients and engage in customer collection of overdue subscription fees
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Accounting Software
    Strategic Planning
    Accounts Receivable Management
    Tax Preparation Software
    Business Modeling
    Cost Accounting
    Data Analytics
    Accounts Payable Management
    Tax Preparation
    Bank Reconciliation
    Month-End Close Assistance
    Account Reconciliation
  • $65 hourly

    • 0.0/5
    • (1 job)
    Guided by my experience in private equity and startup operations, I focus on one "North Star": helping small and mid-sized businesses build for the future. By and large, I provide a la carte solutions that fall into three overarching, but interconnected, groupings: Financial Modeling, Data Analytics and Document Design. By identifying and capitalizing on synergies within and between these services, I can provide a comprehensive offering geared to and customized around the unique situation, needs and objectives of each client. For example, a comprehensive financial model integrated with a strong investor slide deck. As both a right- and left-brained thinker, I am able to combine proven, high-caliber analytical skills with my ability in design to bring substantial value to an organization -- enabling founders and companies to act with confidence. Samples of the types of work I can provide include: Financial Modeling: • Three-statement models • Operating, budgeting and forecast models • M&A and consolidation models • Valuation models (note: I have access to Capital IQ) • Capitalization tables Data Analytics • Automated KPI reports • Quantitative analysis on business value drivers • Product, customer and sales analytics • Custom queries and empirical analysis projects • Dashboards and data visualization • Investment transaction data and screening (note: I have access to Capital IQ) Document Design • Investor slide decks, executive summaries and teasers • Company pitchbooks and product factsheets • Board presentations, snapshots and timetables • Custom graphic design (i.e., templates, process illustrations, etc.) The services I provide are based on my direct experience in building, managing and advising growth companies. Brief detail of my most recent work history is exhibited below: • Formerly Private Equity Associate focused on “buy-and-build” investments. Also served as the interim CFO for two portfolio companies where I expanded consolidated revenue by 233.2% and consolidated EBITDA by 910.3% year-over-year • Formerly Private Equity Analyst focused on distressed retail investments. Simultaneously served as the Director of Business Intelligence at a portfolio company with 400+ employees. I deliver solutions with an undeterred focus on client success and the continual pursuit of delivering a truly exceptional experience. I invite you to review my profile further and learn about my skills to see how I can use my experience to help you with your project and/or business challenges. (Note: I have access to Capital IQ to supplement my offerings)
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Valuation
    Accounting Principles & Practices
    Statistics
    Forecasting
    Industry Knowledge
    Mathematics
    Financial Modeling
    Business Plan
  • $76 hourly

    • 0.0/5
    • (0 jobs)
    With a Bachelor of Science in Computer Science and over 16 years of experience, I am dedicated to delivering high-quality solutions in product design, development, project management, website development, branding, business strategy, digital marketing, and artificial intelligence. My work spans across industries, from Fortune 500 companies like Opera and Github to innovative startups and enterprises, including Newton X. - My Strengths & Skills: 1. Product Design & Development: I excel in creating user-centric designs that drive engagement and satisfaction. I bring ideas to life with precision and creativity, ensuring each product is tailored to meet business goals. 2. Project Management: With a solid track record in managing complex projects, I ensure timely delivery and adherence to budgets while maintaining the highest quality standards. 3. Digital Marketing & Business Strategy: I develop data-driven strategies that elevate brands and drive growth, leveraging my deep understanding of market trends and consumer behavior. 4. Artificial Intelligence: My expertise in AI allows me to integrate cutting-edge technology into solutions that enhance business operations and decision-making. 5. Website & Mobile App Development: From concept to launch, I build responsive and intuitive websites and apps that provide exceptional user experiences. 6. Branding: I craft compelling brand identities that resonate with target audiences and create lasting impressions. - Key Projects & Accomplishments: 1. Successfully led the development of innovative product discovery solutions for businesses, resulting in improved user engagement and increased revenue. 2. Played a pivotal role in the growth and stability of LANFarms, a pioneering startup, through strategic leadership and technology implementation. 3. Spearheaded the integration of AI in educational technology, contributing to significant advancements in the field and influencing global research. What I Offer: I am committed to understanding your unique needs and providing solutions that not only meet but exceed your expectations. My approach is rooted in respect, value, quality, ethics, deadlines, and clear communication. Whether you're looking to launch a new product, enhance your brand, or streamline your business operations, I am here to help you achieve your goals. Let’s Connect: I am passionate about sharing my expertise and helping businesses succeed. Feel free to contact me, and let's start a conversation about how I can contribute to your project’s success.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Mobile App
    Startup Company
    Pitchbook
    Business Consulting
    Business Development
    Writing
    Copywriting
    Content Management System
    Blockchain, NFT & Cryptocurrency
    Educational Leadership
    WordPress
    Digital Marketing
    Branding
    Tech & IT
  • $200 hourly

    • 0.0/5
    • (0 jobs)
    Profile Highlights: ✅ M&A and Capital Raising Expert: Over $5B transacted. ✅ Experience: 10 years in Investment Banking and Private Equity, including Lower Middle Market (LMM), Middle Market (MM), and Wall Street. ✅ Leadership in Investment Strategies: Proven track record in leading and executing buy-and-build strategies. ✅ Active Investor: Independent sponsor, private equity investor, and real estate investor. ✅Recent Achievement: Successfully raised $800 million in debt and equity. ✅ Relationship Focused: Committed to building long-term relationships and engagements. 🌟If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. 🌟I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. 🌟I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Professional Experience: Throughout my career, I have collaborated with global companies, private equity funds, and founder-owned businesses. My expertise spans sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the skills and knowledge to deliver exceptional results on every project. Services Offered: ✅ Investment Evaluation: Assistance in evaluating investment opportunities, business acquisitions, due diligence, financial modeling, and investment presentations. ✅ Transaction Support: Guidance through all stages of acquiring a business, from developing the thesis to deal sourcing and transaction structuring. ✅ Communication and Responsiveness: Clear communication and upfront discussions about capabilities and assistance. Specific Focus Areas: 📡Coaching and Leadership Development 📡M&A and Business Buying Support: Comprehensive strategy and services. ✅Capital Raising: Expertise in debt and equity for initial acquisitions or add-ons. 📡 M&A Support: Transaction structuring, negotiation, and research. 📡 Valuation Services: Business valuations, LBO, DCF, public comparables, and precedent private M&A transactions. 📡 Capital Raising Preparation: Including SBA loan applications and placement. 📡 Capital Raising Presentations: Wall Street-quality pitch books Education 📚MBA, Cornell University – SC Johnson College of Business 📖MS in Biotechnology 👨‍🏫BS in Biochemistry
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Investment Research
    Investment Preparation
    Business Consulting
    Business Operations
    Mergers & Acquisitions
    Corporate Strategy
    Due Diligence
    Financial Modeling
    Executive Coaching
    Investment Strategy
    Business Coaching
    Strategic Planning
    Venture Capital
    Private Equity
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    I'm a project manager with international experience, working with both Japanese and American teams. I offer project planning by creating gantt charts on Smartsheet, Jira, and Excel. I also construct captivating branded decks that are easy to read and understand for marketing or project briefing purposes. I have experience in marketing research and analysis in both Japanese and English. I also offer Japanese-English translation services, having experience in translating for websites and event pamphlets. On the side, I am also an avid knitter and crocheter, and can offer arts and crafts work as well!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Budget Management
    Budget Proposal
    Project Management
    Freelance Marketing
    Strategy
    Microsoft Excel
    Smartsheet
    Strategic Planning
    Analytical Presentation
    Jira
    Google Workspace
    Translation
    Website Translation
  • $100 hourly

    • 0.0/5
    • (1 job)
    I have 12 years of experience in finance with 10 years of experience in investing and private equity.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Accounting
    Financial Analysis & Valuation
  • $45 hourly

    • 0.0/5
    • (1 job)
    I am a finance professional with experience in the investment banking and venture capital space and can work on projects related to financial analysis, financial modeling, and written communication. Financial Models I can build: - Cash Flow Projections / Forecasting Model - Discounted Cash Flow (DCF) Valuation Model - Comparable Company Analysis - Leveraged Buyout (LBO) Model Written Products I can create: - Blog / Newsletter posts - Slide Deck production - White papers - Business / industry overviews
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Writing
    Public Speaking
    Microsoft PowerPoint
    PowerPoint Presentation
    Financial Analysis & Valuation
    Finance & Accounting
    Finance
    Communication Skills
    Microsoft Excel
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Permanent US Resident Having the legal background, I implement planning strategies and align the language of corporate legal agreements with taxation outcomes. I form relationships as I work with teams and projects from multiple jurisdictions and communicate with international audiences. Understanding companies' business models, profit drivers from countries' tax authorities to companies' operations, and compliance, which is critical to helping C-suite executives and investors make informed decisions and implement strategies to achieve goals. I manage concurrent projects and use my expertise in taxes and international law to contribute to cases / projects regarding taxes, business entities, mergers and acquisitions (M&A), personal tax matters, and estate planning with clients with billion-dollar+ portfolios. I enjoy working with multinational organizations where I function as the liaison between corporate headquarters and subsidiaries.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Client Management
    Network Administration
    International Development
    International Business
    Cross Functional Team Leadership
    Project Management
    Task Coordination
    International Taxation
    Business Analysis
    Compliance
    Professional Tone
  • $56 hourly

    • 0.0/5
    • (0 jobs)
    I'm a finance expert with over 8 years of experience in the banking and corporate finance industry at Bank of America. My expertise includes financial modeling and analysis, strategic planning, and team management. I have worked with large-cap consumer product and retail clients as well as subsidiaries of international corporations. I am happy to help with everything from building strong financial models, performing a financial analysis on your business, doing market research, and setting up internal financial systems to help your company operate more efficiently.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Strategic Planning
    Corporate Finance
    Business Analysis
    Financial Modeling
    Financial Consulting
    Finance & Accounting
    PowerPoint Presentation
    Microsoft Excel
    Professional Tone
    Investment Research
    Finance
    Investment Banking
  • $100 hourly

    • 5.0/5
    • (1 job)
    Consulting / Change Management Extensive work in M&A, primarily in merger integration for Fortune 500 companies. In addition, I have been involved in M&A from a valuation stand point. I have analysed corporate valuations from an enterprise standpoint, as well as in determining valuation of the shares of publicly traded companies. In my career I have been an investment advisor for High-Net Worth individuals, Institutional Accounts and Private Equity firms. I also founded and ran a Private Equity firm focused a data driven predictive analytics model.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Mergers & Acquisitions
    Post-Merger Integration
    Financial Analysis & Valuation
    Management Consulting
    Business Development
    Relationship Management
    Management Skills
    Business Management
    Change Management
  • $170 hourly

    • 0.0/5
    • (0 jobs)
    As a Business and Digital Advisory Consultant, I help clients leverage digital technologies and data to transform their business models, processes, and customer experiences. I have over six years of experience in consulting, banking, and financial services, and I completed my MBA at The Tuck School of Business at Dartmouth in 2023. My core competencies include conducting assessments, developing target operating models, and leading digital transformation programs. I have successfully delivered multiple projects for clients across various segments, small business banking, commercial banking, and investment banking. Some of my achievements include increasing user adoption by 25%, reducing operational costs by 15%, and enhancing customer satisfaction by 35%. I am passionate about solving today's business problems with anticipation of tomorrow's challenges, and I strive to create value for my clients, team, and organization.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Financial Accounting
    Business Consulting
    FinTech
    Accounting
    QuickBooks Online
    Strategy
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Strategic leader motivated by operational excellence with management consulting and startup experience spanning business operations & strategy, sales enablement, product operations, and go-to-market strategy for both startups and multinational corporations. Thrives working cross-functionally and is able to analyze and work with data to drive decision-making. Ability to work with ambiguity, manage multiple stakeholders, identify new opportunities, and drive revenue growth. - 9+ years of strategy and operations experience in Fintech and Proptech - Adept at collaborating across organizations to drive high-impact projects from 0 to 1 - Expertise in evaluating and launching new products and programs to increase business coverage
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Process Improvement
    Sales Strategy
    Business Strategy
    CRM Software
    Financial Modeling
    Project Management
    Operational Planning
    Go-to-Market Strategy
    Sales Operations
    Business Operations
    Startup Consulting
    FinTech
    Strategy
    Real Estate
  • $77 hourly

    • 0.0/5
    • (0 jobs)
    F INANCIAL ACCOUNTANT I gather, track, and correct financial data for businesses in order to assist them in making important financial decisions. I am in charge of conducting financial audits, comparing bank statements, and guaranteeing the accuracy of financial records all year long.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Project Finance
    Project Management
    Microsoft Excel
    Intuit QuickBooks
    Management Accounting
  • $120 hourly

    • 0.0/5
    • (0 jobs)
    Former investment banker, business/academic researcher, and corporate strategist for big-tech company in the US
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Pitch Deck
    Business Analysis
    Financial Analysis & Valuation
    Corporate Finance
    Corporate Strategy
    Business Development
    Startup Pitchbook
    Startup Consulting
    Analytical Presentation
    Management Consulting
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