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.
Clients rate Financial Analysts
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4.8/5
based on 2,179 client reviews
  • $95 hourly
    I’m a VC Investor working with early-stage startups, SMBs & national organizations to help them gain research-backed insights, position for growth, and raise funds. Through years of experience, I know the earmarks of opportunity and how big & small companies position themselves within that. I’ve worked with a diverse set of clients that include Collabera (strategic M&A initiatives), Indeed (competitive analysis), Cox Communications (AI/ML research), Jolibee (feasibility study), & Stanford Seed (positioning). I hold designations in credit analysis, market research, and six sigma. Fred by the #s: - Maintained a 92% client conversion rate for second projects within 12 months - Produced investment research used to underwrite structured product offerings of $500m+ - Prepared investment materials for funding rounds in excess of $18m. - 70% graduation rate for startups personally sourced - f/o led by Sequoia, Lightspeed, etc.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Pitch Deck
    Startup Consulting
    Private Equity
    Venture Capital Consulting
    Venture Capital
    Investment Banking
    Business Analysis
    Investment Research
    Business Plan
    Financial Management
    Financial Modeling
    Competitive Analysis
    Market Research
  • $175 hourly
    With transparency and integrity, I partner with my clients to identify and mitigate the specific risks facing their organizations. I have more than a decade of experience working in financial services, am a licensed CPA, and have a Masters degree in Accounting. Before becoming self-employed, I worked in Financial Risk Management consulting for +8 years, with +6 of those years spent at a “Big 4” firm. I began my career in public accounting, where I spent +2 years as an external auditor. Subject matter and services in which I am well-versed are outlined as follows: Subject Matter: • Credit risk • Compliance risk • Liquidity risk • Market risk • Operational risk Project Scopes: • Policy development/ Procedure design (End-to-end or incremental assignments) • Gap analysis • Control design, documentation and testing • Compliance reviews • Internal audit planning and test execution • Test script development • Analytical procedures • Excel-based projection models Please feel free to contact me so that I may better understand your project needs, and so that I can detail how I might be able to help.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Policy Writing
    Process Design
    Compliance
    Financial Projection
    Regulatory Compliance
    Financial Modeling
    Risk Assessment
    Project Risk Management
    Gap Analysis
    Enterprise Risk Management
    Financial Planning
    Business Plan
  • $50 hourly
    Hi Upwork Community! My name is Uriel, I am a Senior Financial Analyst working at a startup in New York. I have also worked as an analyst with a Fortune Global 500 company (+$40 Billion Annual Sales). I handle forecasting, financial reporting, and data analysis projects for executive management, including requests going directly to the CEO/CFO. My tool of choice is Microsoft Excel but can work in Google Sheets as well. I have extensive experience analyzing & presenting data for businesses so they can make strategic decisions. I'm excited to help you do the same with your business or project!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Forecast
    Excel Formula
    Financial Model
    Financial Statement
    Forecasting
    Financial Projection
    Spreadsheet Software
    Financial Modeling
    Business Illustration
    Microsoft Excel
    Google Sheets
    Business Analysis
  • $95 hourly
    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
    Financial Forecast
    Project Budget
    Financial Accounting
    Cost Accounting
    Cash Flow Analysis
    Financial Projection
    Financial Reporting
    Accounting
    Bookkeeping
    Microsoft Excel
    Budget Management
    Balance Sheet
    Intuit QuickBooks
    Bank Reconciliation
  • $150 hourly
    My name is Brian and I'm the founder of a venture advisory & investment firm called Reinnovate Studios based in NY. We focus on turnarounds with a focus on financial and product strategy to get founders back toward sustained growth and minimized cash burn. With +10 companies advised to date, our mission is to be long-term partners with our early-stage startup founders.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Product Development
    Data Analytics
    Growth Strategy
    Cash Flow Analysis
    Investment Preparation
    Go-to-Market Strategy
    SaaS
    Fundraising
    Mergers & Acquisitions
    Business Development
  • $125 hourly
    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
  • $120 hourly
    💼 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. - I have built a successful wealth management practice at Morgan Stanley with nearly 50 clients. - I managed book of business with over 1.7 billion in AUM (as of 2019). - I successfully helped to retire over 500 clients. - Over past 8 years I reviewed and prepared over 1000 financial plans and portfolio analytics. - Today I am running my own registered investment advisory firm that I launched in 2022. 🌍 Client Diversity: Having worked with clients from various professions across the United States and worldwide, including medical, financial, interior design, teaching, nursing, construction, hospitality, accounting, law, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in different fields. 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, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. Whatever your specific needs are, I have the expertise to tailor a solution for you. 📞 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. My fee for consultations is $120.00. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget. 📋 Proven Track Record: I am well-known for my attention to detail, sharp analytical skills, and exceptional support during financial transitions such as retirement, relocation, divorce, family planning, and early career stages. I prioritize optimizing return on investment and maximizing asset protection for my clients. I thrive on collaborating with business owners who value quality over cost, ensuring their financial goals are met with excellence. 📊 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 on the chat 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
  • $75 hourly
    Looking to make an investment in real estate? Making an early mistake can be very costly and partnering with someone who has analyzed hundreds of deals can help you avoid some key pitfalls. I'm an active CRE investment professional and underwrite deals on a daily basis. I have executed many deals and built underwriting models for virtually every property type and transaction complexity you can imagine across numerous domestic and international locations. I am now looking to share my know-how with up and coming investors to help them realize their investment goals. My current full-time role is in commercial real estate advisory in New York City and I have 8 years of experience in the commercial real estate finance and investment industries. I am ARGUS certified and am currently pursuing a graduate degree in Real Estate Finance & Investment from NYU. Below are some examples of deals I have worked on, for myself and others: -Disposition of 45,000 SF office conversion project in Manhattan, NY -Acquisition and redevelopment of 40,000 SF retail property in Sandusky, OH -Acquisition and rehabilitation of 7 SFR properties in Baltimore, MD -Refinancing of 100,000 SF hotel property in Queens, NY -Lease of 5,000 SF Class A office space in Lima, Peru -Disposition of 25-property SFR portfolio in Atlanta, GA -Disposition of $100M multifamily property in Philadelphia, PA My advanced Excel skills allow me to create models for any underwriting or analysis scenario, and I am also able to convey complex problems in simple, concise terms. Able to provide model templates, conduct full underwriting for any real estate investment scenario, conduct market research, prepare offering or pitch materials, or any other analytical task related to real estate. I look forward to meeting you!
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    Argus
    Financial Modeling
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Market Analysis
    Real Estate
  • $70 hourly
    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
    Valuation
    Venture Capital Consulting
    Private Equity
    Investment Banking
    Startup Consulting
    Underwriting
    Real Estate Acquisition
    Microsoft PowerPoint
    MS Excel
    Business Presentation
    Financial Modeling
  • $70 hourly
    As an experienced freelancer in accounting with over 10+ years of expertise in accounts payable, general ledger, reconciliation, and tax preparation, I am motivated to join a dynamic team to drive growth and success. I have implemented ERP systems, conducted financial analysis, and executed financial reporting while optimizing financial operations utilizing various software applications. With scores of satisfied clients, I have keen experience in business consulting, client relationship management, and data modeling. Reach out to me to bring accuracy, transparency, and accountability to your finance department.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Accounting Software
    Strategic Planning
    Accounts Receivable Management
    Tax Preparation Software
    Business Modeling
    Cost Accounting
    Data Analytics
    Accounts Payable Management
    Deep Learning
    Tax Preparation
    Mathematics
    Bank Reconciliation
    Month-End Close Assistance
    Account Reconciliation
  • $40 hourly
    I have 5+ years of experience in Finance. I'm a former investment banker with an extensive background in mergers & acquisitions, financial modeling, data clean up, process analysis, and account reconciliation. My areas of expertise range from building complex financial models to data organization to delivering actionable insight after diligent review. I've worked with some of the most recognizable private equity and public company investors and am confident I can add value to your business. Please feel free to set up a time to connect with me, so that I can discover how to help your needs.
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    Competitive Analysis
    Business Development
    Market Research
  • $70 hourly
    Investment Banking and Transactional Finance Professional Multilingual, internationally minded, resourceful, extroverted. ENFP Passionate about guiding and helping businesses and entrepreneurs meet their strategic objectives
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Forecasting
    Financial Presentation
    Feasibility Study
    PitchBooks
    Pitch Deck
    Business Plan or Pitch
    Business Planning & Strategy
    Business Valuation
    Company Valuation
    Corporate Finance
  • $45 hourly
    I started my career in banking and made the switch to tech in the summer of 2021. While working in finance I led the development of an internal prospecting system that used data science to give sale side employees better leads, leading to higher revenue and more productive cold calls. In addition, I also led the development of an internal CRM that saved the company over four million dollars per year. I have another app launching to the app store in March 2022. My specialties are finance/banking, business tax, product management, Java, JavaScript & Python. Please reach out with any questions!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Python
    JavaScript
    Java
    Microsoft Office
    Microsoft Excel
    Product Management
    Project Delivery
    Project Analysis
    Financial Management
    Financial Modeling
  • $150 hourly
    I specialize in financial modeling and strategic consideration analysis to support your investment decisions. I have 10 plus years of professional experience in corporate finance, investing, and entrepreneurship. I was an Investment Banker in the M&A group at Credit Suisse with $2 billion of deal experience, and later launched Romero Capital, a private long/short equity fund. I served as a senior instructor at the New York School of Finance and conducted financial training programs for corporate and individual clients across the U.S., Canada, and Germany. I specialize in the following: - Financial modeling - Valuation & fairness opinion - Mergers and acquisitions - Leveraged buyout - Strategic consideration - Corporate spinoff - DCF modeling - IRR and returns modeling - Investor relations materials - Capital raising & teaser memorandum - Start-up consulting - Investment research - Stock portfolio review I apply industry best practices for building executive and investor ready financial products. I also train and mentor college students through Romero Mentoring, an EdTech platform offering investment banking training programs.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Analysis & Valuation
    Financial Projection
    Pro Forma Statement
    Investment Strategy
    Investment Portfolio Review
    Investment Preparation
    Analytical Presentation
    Investment Research
    Acquisitions
    Investment Banking
    Finance
    Business
    Mergers & Acquisitions
    Business Development
  • $185 hourly
    Real estate acquisitions and development professional with 7-years institutional experience spanning all major asset classes + 2-years as an independent sponsor and part-time consultant. Can provide: - Financial modeling - Market analysis - P&L analysis - Offering memoranda - PSA and financing term sheets review - Due diligence and closing process management - General real estate advisory
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Underwriting
    Acquisitions
    Finance
    Microsoft PowerPoint
    Real Estate
    Microsoft Excel
    Financial Modeling
  • $65 hourly
    Hi! My name is Alexander and I am a finance and operations professional with over 8 years of professional experience. I've been working with seed/series A CPG companies (including Terra Kaffe, The Rounds, KROST, and quip) primarily focused on building, operating, and streamlining their operations and supply chains. I love getting involved hands-on and think successful projects are built on clear and open communication and trust. I'd love to chat and see if there is a potential opportunity to work together!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Freight Forwarding
    Strategy
    Business Operations
    Importing & Exporting Data
    Finance
    Supply Chain Management
    Business Strategy
    Data Analysis
    Staff Development
    Supply Chain & Logistics
    Warehouse Management
    Transportation & Warehousing
    Logistics Management
    Third-Party Logistics
  • $50 hourly
    I’m FP&A specialist with experience in management reporting, budgeting, and forecasting. I can build your financial reporting capabilities from scratch or refine the current product
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    KPI Metric Development
    Forecasting
    Budget Planning
    Financial Management
    Essbase
    Salesforce
    Microsoft PowerPoint
    Visualization
    Microsoft Excel
    Microsoft Power BI
    Data Visualization
    Dashboard
  • $175 hourly
    I am an accountant with experience working for small and large companies. I help small and medium business grow their operations and make their companies profitable. I'm a highly motivated and accomplished business professional with over 18 years of experience as Director of Operations & Logistics, with additional experience in brand and business development. I also work in the development and implementation of best practices that increase operational effectiveness and maximize long-term performance or companies. I have designed strategies to increase profits, made recommendations for operational improvement, and directed communication efforts to ensure optimal output of cross-functional teams. I have experience in analyzing financial data to improve budgeting and in forecasting for increased profitability.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Budget Proposal
    Forecasting
    Strategy
    Management Accounting
    Accounts Payable Management
    Accounts Receivable Management
    Analytical Presentation
    Budget
    Business Development
    Financial Audit
    Financial Report
    Accounts Payable
    Accounting
    Accounts Receivable
  • $40 hourly
    Financial Analyst with previous experience in Asset Management. Currently studying at Columbia Business School for a Master's in Fundamental Investing (MSAFA). Graduated with top grades in a Master's in Finance and a Bachelor’s in Economics. Strong communication skills with expertise in Data Analysis, Mathematics, Financial Modeling and Analytical Reasoning.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Accounting
    Python
    Economics
    Statistical Analysis
    Visual Basic for Applications
    Finance
    Data Analysis
    Communication Skills
    Data Visualization
    SQL
    Microsoft Excel
  • $40 hourly
    I'm a skilled UGC creator focusing on fashion, beauty and lifestyle content. I'm experienced in video, photo, and audio content, and am an expert in using Meta platforms and TikTok. I'm highly detail-oriented and am comfortable adhering to clients' specific guidelines and preferences. I'm a freelance writer with experience covering the fashion & beauty industries and popular culture. I'm skilled in both creative writing and copywriting. Whether it's an opinion article or affiliate marketing blogging, I can deliver a piece that is both concise and compelling. I'm also a freelance stylist. I currently work in the fashion industry, where my role requires me to constantly keep my finger on the pulse of upcoming trends . I have a strong sense of personal style and am passionate about helping clients develop theirs as well. If my background is a fit for your position, please reach out. I look forward to the opportunity to work together! * I'm experienced in Microsoft Office Suite, Adobe Creative Cloud, WordPress and SEO.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Arts & Culture
    Society & Culture
    Market Trends
    Freelance Marketing
    Copywriting
    Fashion & Beauty
    Writing
    Fashion Forecasting
    Fashion Merchandising
    Fashion & Apparel
    Fashion Writing
    Fashion Editorial
    Trend Analysis
    Trend Forecasting
  • $50 hourly
    I am a finance professional with several years of experience in Investment Banking in NYC. Whether you're a sole proprietor, new business or more established company, I can help achieve your various tasks and goals related to finance, business planning, analysis and forecasting. Services include: - Financial Modeling & Forecasting/Projections with User-Friendly Models - Company Valuation (using several industry methodologies) - Financial Metrics/Performance Analysis (including comparable analysis with industry peers & returns analysis) - Preparation of Financial & Business Reports - Preparation of Investor Presentations, Pitch Materials, Financial Reports, Business Plans - Consulting & Advisory on New Business Initiatives / Projects - Market Research, Analysis, Sizing (including finding target market and creating customer avatars) - Debt Planning and Repayment Schedule
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Budget Planning
    Financial Consulting
    Market Analysis
    Market Research
    Business Report
    Financial Presentation
    Finance & Accounting
    Business Consulting
    Financial Analysis & Valuation
    Analytical Presentation
    Business
    Financial Projection
    Company Valuation
    Financial Modeling
  • $200 hourly
    I'm a seasoned finance leader that has several. stints guiding organizations through transactions whether they be PE backed, private M&A or IPO. My experience has been across industries with focus in unit plays specifically in healthcare and tech. I am currently growing my consulting firm doing most of the same work from the outside. I am using Upwork as another avenue to find inspirational innovative partners to build value with. For a sample of what we are doing at my firm, you can find it by looking up BRWN in NYC. Reach out with any questions. I am open to many opportunities and have the ability to bring in more staff quickly if needed and am admitted to practice law in NY.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Excel Macros
    Salesforce App Development
    Salesforce
    SQL
    Financial Reporting
    Decision Support System
    Sarbanes-Oxley Act
    Culture
    Post-Merger Integration
    Mergers & Acquisitions
    Financial Accounting
    Leadership Skills
    Finance
  • $50 hourly
    I am a current Strategy & Business Development professional with a robust background and education in grammar and persuasive writing. As a graduated from a top New England preparatory school and a Political Science major, I specialize in concise, persuasive writing. I would love to help edit for grammar and strengthen syntax. Furthermore, I recently completed a GMAT course that refreshed my grammar knowledge. I am happy to work with short form writing as well. As a media and entertainment professional, I am familiar with the successful and unsuccessful ways to communicate messages, advertise services, and describe content. Allow me to help in developing the best, concise language for your product or service. I was also an Economics major and have experience in Investment Banking as well as Business Development. I am skilled in financial analysis, PowerPoint creation, Microsoft Excel, and more.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Persuasive Writing
    Grammar & Syntax Review
    Strategy
    Business Development
  • $60 hourly
    Professional Summary Dedicated young professional, currently working as an Underwriter Intern, passionate to learn and succeed. Cultured, well-mannered, disciplined individual who works ambitiously hard at every task to the best possible of one's ability in hope of morally bettering as a person. Seeking opportunity for further self-development and to contribute to an ethical establishment that would utilise my skills and education to the fullest potential.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Korean
    Voice Acting
    English
    Email
    Bookkeeping
    Accounting
    Digital Marketing
    Market Research
    Translation
    German
    Portfolio Management
    Investment Research
    Data Analysis
    Finance
  • $100 hourly
    - I am an ex-investment banker and ex-investor who recently decided to make a career transition into an operator role in the early-stage startup space - I have extensive experience in financial and business / investment analysis, presentation (both the preparation of materials and presentation of them), public speaking (via college affiliations and leading diligence calls), and more - My most recent role (investment associate) was industry-agnostic; I've evaluated business models spanning from SaaS solutions to manufacturing and more - Whether it be business model / strategic decision making, financial analysis, or the preparation of investment / fundraising memos, I am happy to leverage my prior experience to assist in building your business!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Fundraising Presentation
    Fundraising
    Investment Preparation
    Business Coaching
    Corporate Finance
    Relationship Building
    Due Diligence
    Data Analysis
    Investment Research
    Investment Banking
    Business Plan
    Presentations
    Microsoft Excel
  • $50 hourly
    Hi! I am a NYU Stern MBA graduate who is currently attending Brooklyn Law School's night program while I pursue my JD. My ideal role would be FP&A at a media/entertainment firm but I am open to all opportunities!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Consulting
    Financial Accounting
    Presentation Design
    Excel Macros
    Excel Formula
    Financial Planning
  • $300 hourly
    Commercial leader and strategic operator with deep experience scaling B2C businesses. I break down complex problems into practical, commercial solutions and rally teams around strategy. Currently Global Lead of New Verticals at Uber, launching and scaling Grocery, Convenience, Alcohol, Restricted Items and Retail businesses. My previous experience spans strategic finance, management consulting, and law. I am a venture partner, start up advisor and the founder of halo, a held space for women offering peer-to-peer mentoring and e-commerce of halo headbands. I am also a yoga teacher with an interest in rehabilitation. Let' start today to go from 0 to the first $Xbn: - Go-to-market strategy - Product roadmap and ideation - Strategic finance and financial analysis - Data and analytics - Organisational design and effectiveness Please feel free to get in touch.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Change Management
    Organizational Structure
    Organizational Design & Effectiveness
    Leadership Skills
    Tech & IT
    Strategy
    Strategic Planning
    Go-to-Market Strategy
    Product Roadmap
    Product Concept
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