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Hire the best Financial Analysts in Philadelphia, PA

Check out Financial Analysts in Philadelphia, PA with the skills you need for your next job.
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  • $45 hourly

    • 5.0/5
    • (12 jobs)
    Buildium | Appfolio | Quickbooks | Financial Reporting | Financial Analysis | Statistical Analysis | Client Relations | Bookkeeping | | Financial Forecasting | Real Estate I am professional bookkeeper, financial manager and real estate agent. I have spent the past year as financial manager for a mid sized and rapidly growing property management company. My primary software experience is with Buildium, Quickbooks, and Appfolio. I specialize in account clean up and reconciliation projects. At my last role, I processed an average of $3000 a day of account payable invoices and $5,000 of receivables. I reconciled 8 bank accounts daily with 10-50 transactions per day. I was responsible for issuing 541 clients and vendors a 1099 tax form for the 2021 tax year. Additionally, I have extensive experience with data analysis and KPI tracking for the growth and development of a small to mid sized company. Excel is a program I feel very comfortable with in order to produce efficient and accurate financial records.
    Featured Skill Financial Analysis
    Account Reconciliation
    Tax Preparation
    Financial Report
    Pro Forma Statement
    Data Analysis
    Business Intelligence
    Property Management Software
    Property Management
    Finance & Accounting
    Payroll Reconciliation
    Bank Reconciliation
    Microsoft Excel
    Payroll Accounting
    Bookkeeping
  • $135 hourly

    • 5.0/5
    • (32 jobs)
    𝗜 𝗵𝗲𝗹𝗽 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗴𝗿𝗼𝘄 𝗮𝗻𝗱 𝘁𝗵𝗿𝗶𝘃𝗲 with 𝗳𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 services such as 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻, 𝗯𝘂𝗱𝗴𝗲𝘁 preparation, 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝘀 and 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀, monthly 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝘃𝗶𝗲𝘄𝘀, 𝗞𝗣𝗜 development and tracking, business growth and 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀. I am a former real estate/property management 𝗖𝗘𝗢 𝘄𝗶𝘁𝗵 𝟯𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲. I founded and managed a $8.0 million real estate business with 𝟰𝟬+ 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀, collected over $𝟱𝟬+ 𝗺𝗶𝗹𝗹𝗶𝗼n in annual rent, signed 𝟭𝟮,𝟬𝟬𝟬+ 𝗹𝗲𝗮𝘀𝗲𝘀, and completed 𝟭𝟬𝟬+ 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗳𝗹𝗶𝗽𝘀. I sold my real estate business in 2024 to a large private equity firm for 𝟴𝗫 𝗘𝗕𝗜𝗧𝗗𝗔. Now, I am looking to help others by offering the services below. ➡️ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗠𝗼𝗱𝗲𝗹: Gain a clear view of your investment’s financial future with monthly, annual, and 5-year models, including NOI, cash flow, IRR, and total profit. I also offer “what-if” scenario testing. ➡️ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Get a comprehensive valuation of an income-producing business or real estate properties to assess fair market value and make informed decisions. ➡️ 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Navigate funding options like equity, loans, and mortgages. I will help find the right lender and create financial projections for approval. ➡️ 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁: Weekly, monthly, or quarterly cash flow models reveal trends and forecast your financial health, helping your business thrive. If cash is a business's lifeblood, then you need this information to thrive. ➡️ 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗻𝗱 𝗞𝗣𝗜 𝗥𝗲𝘃𝗶𝗲𝘄: Maximize growth with monthly reviews, performance tracking, and strategy adjustments. Includes regular meetings to discuss results. ➡️ 𝗕𝘂𝗱𝗴𝗲𝘁 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴: Develop 12-month and 5-year budgets to project revenues, expenses, and cash flow, helping you achieve your goals. ➡️ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗠 & 𝗔: Develop a tailored growth strategy through organic expansion or acquisitions to realize your business vision. ➡️ 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Leverage 30+ years of real estate and property management experience to fast-track success through one-time or weekly sessions. ✅ 𝗧𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱, please 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 or 𝘄𝗮𝘁𝗰𝗵 𝗺𝘆 𝗽𝗿𝗼𝗳𝗶𝗹𝗲 𝘃𝗶𝗱𝗲𝗼, where I explain my background and what services I offer. I am happy to hop on a Zoom call to discuss your goals and how I can help you. ✅ 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 𝗮𝗻𝗱 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝘀𝘁𝗼𝗿𝘆 ✔ BS from 𝗦𝘁. 𝗝𝗼𝘀𝗲𝗽𝗵’𝘀 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆 ✔ MBA from 𝗣𝗲𝗻𝗻 𝗦𝘁𝗮𝘁𝗲 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆. ✔ 10+ years in 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝘁𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 work with AlixPartners ✔ 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝗿𝗼𝗸𝗲𝗿 in the state of PA (RM422578) ✅ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗮𝗻𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 ✔Started real estate investing in 1999, then went to a full-time real estate professional in 2005 ✔ 𝗠𝗮𝗻𝗮𝗴𝗲𝗱 𝗼𝘃𝗲𝗿 𝟵,𝟱𝟬𝟬 𝗿𝗲𝗻𝘁𝗮𝗹 𝘂𝗻𝗶𝘁𝘀 over the last 20 years ✔ Bought, fixed up, and sold over 𝟭𝟬𝟬+ 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀 with a combined value of $50+ million ✔Built and managed a $𝟳.𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗶𝘁𝗵 𝟰𝟬+ 𝘀𝘁𝗮𝗳𝗳, 𝗰𝗼𝗹𝗹𝗲𝗰𝘁𝗲𝗱 𝗼𝘃𝗲𝗿 $𝟱𝟬+ 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝗿𝗲𝗻𝘁, 𝘀𝗶𝗴𝗻𝗲𝗱 𝟭𝟮,𝟬𝟬𝟬+ 𝗹𝗲𝗮𝘀𝗲𝘀 𝗮𝗻𝗱 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝗼𝘃𝗲𝗿 𝟭𝟬𝟬𝟬 𝗲𝘃𝗶𝗰𝘁𝗶𝗼𝗻𝘀 ✔ Author of "𝗟𝗮𝗻𝗱𝗹𝗼𝗿𝗱 𝗦𝗲𝗰𝗿𝗲𝘁𝘀," an Amazon bestselling book that is a comprehensive guide for landlords. ✅ 𝗪𝗵𝗮𝘁 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗿𝗲 𝘀𝗮𝘆𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲: ✔ Rating 5.00 (Oct 15, 2024) "𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗠𝗶𝗸𝗲 𝘄𝗮𝘀 𝗴𝗿𝗲𝗮𝘁. 𝗛𝗲 𝘁𝗼𝗼𝗸 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗺𝘆 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝘄𝗵𝗮𝘁 𝗜 𝘄𝗮𝘀 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗼𝗻 𝘁𝗶𝗺𝗲. 𝗜 𝘄𝗼𝘂𝗹𝗱 𝗵𝗶𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱 𝗠𝗶𝗸𝗲 𝘁𝗼 𝗮𝗻𝘆𝗼𝗻𝗲." ✔ Rating 5.00 (Oct 21, 2024) "𝗗𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗮𝗻𝗱 𝗮𝗰𝗰𝘂𝗿𝗮𝘁𝗲. 𝗔𝗽𝗽𝗿𝗲𝗰𝗶𝗮𝘁𝗲 𝘁𝗵𝗲 𝘁𝗵𝗼𝗿𝗼𝘂𝗴𝗵𝗻𝗲𝘀𝘀." ✔ Rating 5.00 (Oct 14, 2024) "𝗳𝗮𝘀𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗮𝘁𝘁𝗶𝘁𝘂𝗱𝗲"
    Featured Skill Financial Analysis
    Cash Flow Statement
    Pitch Deck
    Real Estate Financial Model
    Microsoft Excel
    Discounted Cash Flow
    Financial Consulting
    Cash Flow Modeling
    Financial Projection
    Financial Modeling
    Financial Model
    Real Estate Financial Modeling
    Real Estate Business Plan
    Real Estate Acquisition
    Property Management
  • $70 hourly

    • 5.0/5
    • (1 job)
    I enjoy working with data, starting from the sourcing to the end visualization to help solve complex problems, answer difficult questions and make better informed decisions. I am an experienced financial analyst with high level knowledge in business and management accounting. I am your go to guy to solve all your financial needs from compliance to process control. Lets connect!
    Featured Skill Financial Analysis
    Microsoft Power BI Data Visualization
    Cognos Analytics
    Management Consulting
    SAP ERP
    Financial Consulting
    Financial Planning
    SQL
    Data Visualization
  • $55 hourly

    • 5.0/5
    • (2 jobs)
    Hello! I am a Columbia/Stanford engineering graduate with over 15 years of deep Excel experience performing data analysis, project finance, and energy planning. I love slicing, dicing, presenting, and understanding data. My forte is listening to a client and understanding a project’s needs, building a standardized product that is user-friendly, and executing quickly and efficiently. I’ve used Excel across a multitude of different projects, small and large, corporate and personal. Below are a few examples of my Excel work: 1) Developed a municipal utility 10-yr pro forma to forecast revenues, expenses, and capital project spending to help board set utility rates. 2) Created comprehensive and flexible discounted cash flow models for commercial solar projects that included project operating cash flows, financing, and accounting statements. 3) Pulled together disparate big data to create utility hourly electric load and renewable resource generation dashboard to give insight into hourly market price exposure for utility’s power portfolio. 4) When I decided to buy a house, I made my own rent vs. buy a home cash flow model to determine which was the better option. 5) Built a pro forma to show economics of a community solar project. 6) Created from scratch a 10-yr renewable power portfolio cost model that forecast power costs for a diverse portfolio of clean resources (wind, solar, geothermal, hydro). 7) Constructed a monthly bill reconciliation tool that reconciled changing bill data across a wide variety of bills for a utility. 8) For my personal use, I created a monthly budget/daily spending tool that budgets and tracks my daily monthly spending to help me meet my financial goals. 9) Developed discounted cash flow valuation of an existing nuclear plant.
    Featured Skill Financial Analysis
    Energy
    Cash Flow Modeling
    Macro Programming
    Data Analysis
    Microsoft Excel PowerPivot
    Budget Management
    Microsoft Excel
  • $165 hourly

    • 5.0/5
    • (169 jobs)
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
    Featured Skill Financial Analysis
    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Financial Reporting
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Business Analysis
    Business Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • $135 hourly

    • 5.0/5
    • (69 jobs)
    I help food businesses leverage data to become more strategic, efficient, and profitable. After graduating from Georgetown University, I led analysis for Sweetgreen, generating insights and building tools that produced financial results and operational efficiencies, enabling the business to grow 6x during my 5-year tenure. Since 2018, I have impacted over 75 food businesses as a consultant, providing strategic and analytical services to optimize their menu offerings and grow their bottom line. My skills include: - Menu Strategy (Food Costing, Pricing Strategy, Menu Engineering) - Business Analysis (Custom Dashboards, Cost & Sales Analysis, Financial Forecasting) - Business Strategy (Market Research, Business Planning, Sourcing & Procurement) - Operational Systems Development (Inventory Management, Supply Chain Forecasting, Prep Production) Organizations I have worked with include: - Small to Medium-Sized Restaurant Groups - Quick Service and Full Service Restaurants - CPG Brands - Food Trucks - Bakeries and Cafes - Grocery Markets - Caterers - Food Industry Technology Companies Programs I have worked with include: - Spreadsheets (Microsoft Excel, Google Sheets) - Accounting & Restaurant Software (Compeat, MarginEdge, Quickbooks, Wave, Bill.com) - POS Systems (Micros, PCAmerica, Lightspeed) - Cloud Storage (Google Drive, Dropbox, Box) See more at lianesullivan.com and contact me to schedule an introductory call.
    Featured Skill Financial Analysis
    Business Analysis
    Business Plan
    Cost Analysis
    Pricing Strategy Consulting
    Sourcing
    Operating Systems Development
    Retail Sales Management
    Food & Beverage
    Microsoft Excel
    Competitive Analysis
    Data Analysis
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    A licensed CPA in the states of New York and Pennsylvania with 5 years of experience in public accounting. Currently freelancing and helping clients get through their financial close, improve processes, advising bookkeeping, and managing / providing support for client audits and grant reporting. Happy to help you! Rates vary by project
    Featured Skill Financial Analysis
    Management Skills
    Financial Accounting
    Bookkeeping
    Accounting Principles & Practices
    Accounting Advisory
    Management Consulting
    Analytical Presentation
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I’m an intermediate software developer with a deep expertise in finance, law, and education. Whether you’re trying to reach new automate processes, create a new website, or increase sales I can help. - Knows Python, Swift, HTML5, CSS3 - Full project management from start to finish using the software development life cycle (SDLC) - BA, JD, MSEd, Wealth Management Specialist, CFA Level 1
    Featured Skill Financial Analysis
    Wealth Management
    Data Analytics
    Data Science
    Apple Xcode
    SwiftUI
    Python
    Financial Planning
    Portfolio Management
  • $45 hourly

    • 5.0/5
    • (2 jobs)
    I am a former business owner and recent Finance major with diverse management experience. Through my past role owning and running a retail rare coin shop I have developed business and relationship skills that are applicable across all branches of finance and management.
    Featured Skill Financial Analysis
    Intuit QuickBooks
    Finance & Accounting
    Website
    Business Management
    Business Modeling
    Bookkeeping
    Finance
    Business Plan
  • $200 hourly

    • 0.0/5
    • (0 jobs)
    I am a seasoned business advisory leader with over two decades of experience, providing strategic advisory services that span corporate governance, risk management, financial reporting, and accounting, helping organizations achieve their business objectives efficiently. My background encompasses key leadership roles where I have been instrumental in advising executive management, providing accounting advice, enhancing internal controls, and implementing comprehensive risk-based audit plans. My expertise in business advisory services is underscored by my ability to guide organizations through complex financial landscapes, improve audit processes, and ensure unwavering compliance with industry standards.
    Featured Skill Financial Analysis
    Management Consulting
    Insurance & Risk Management
    GAAP
    Governance, Risk Management & Compliance
    Sarbanes-Oxley Act
    Business Planning & Strategy
    Process Documentation
    Process Improvement
    Process Design
    Financial Statement
    Accounting Advisory
    Internal Reporting
    Internal Control
    Project Management
  • $30 hourly

    • 5.0/5
    • (1 job)
    Professional Summary Vision-driven change agent with a successful record of talent acquisition and client service for leading organizations across business sectors Highly motivated and accomplished Talent Acquisition Specialist with extensive human resources and team leadership experience. A self-starter with a history of dynamic management professionalism and multifaceted credentials, operating at the nexus of solid, tactical leadership and HR expertise with a strong research, analysis, interviewing and contract negotiation background, an ability to work collaboratively, and a commitment to achieving organizational goals. A top performer who executes decisions to grow organizational capacity and reach, including leading quality staff recruitment, team building and affirmative action strategies. Exemplary communication, interpersonal, mentoring, and mediation skills. Organized and a keen eye for detail, with demonstrated ability to prioritize
    Featured Skill Financial Analysis
    Content Analysis
    Jira
    Salesforce
    Project Management
    Business Presentation
    Microsoft Outlook
    Client Interview
    LinkedIn Recruiting
    Presentation Design
    Data Analysis
    Microsoft Access Programming
    Customer Support
  • $35 hourly

    • 0.0/5
    • (0 jobs)
    I'm a Finance Controller with experience in accounting and auditing. Much of that time has involved written and oral communication with executive management and C-suite leadership. I have extensive experience in writing professional memos and reports, presenting in a clear and concise manner. -Technical writer -Strong grammatical skills -Precise editing -Can advise on tone and style -Customized writing to tailor to any industry
    Featured Skill Financial Analysis
    Strategic Planning
    Internal Reporting
    Internal Control
    Government & Public Sector
    Governance, Risk Management & Compliance
    Management Skills
    Financial Management
    Internal Auditing
    Accounting Principles & Practices
    Business Writing
    Writing
    Professional Tone
    Business
    Proofreading
  • $55 hourly

    • 0.0/5
    • (0 jobs)
    Data Analyst | Business Analytics | Financial Research I am a results-driven data analyst with experience in business analytics, supply chain analysis, and financial research. I specialize in leveraging data visualization (Tableau, Excel) and programming (Python, R) to derive actionable insights. I bring strong problem-solving skills and a passion for data-driven decision-making. Let’s collaborate to turn data into impactful business strategies!
    Featured Skill Financial Analysis
    Python
    RStudio
    Tableau
    Data Visualization
    Machine Learning
    Data Analysis
    Data Mining
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How much does it cost to hire a Financial Analyst?

Rates charged by Financial Analysts on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Financial Analyst near Philadelphia, PA on Upwork?

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Can I hire a Financial Analyst near Philadelphia, PA within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Financial Analyst proposals within 24 hours of posting a job description.

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