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Hire the best Financial Analysts in Phoenix, AZ

Check out Financial Analysts in Phoenix, AZ with the skills you need for your next job.
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  • $125 hourly

    • 5.0/5
    • (20 jobs)
    If you are in need of an experienced bookkeeper and use QuickBooks Online - look no further. Highly reliable, ethical and client-focused bookkeeper focusing on QuickBooks Online. If you've ever said, "My books are a mess", "I just need help!" or “I never hear from my bookkeeper” then I'm the bookkeeper for you. No books are beyond saving, let me do the hard work for you so you can focus on what matters most - your business! What can I do for YOU? ✔ Catch Up Bookkeeping services ✔ Setting up new QuickBooks Online accounts ✔ Accounts Payable/Receivable ✔ QuickBooks Online training (my favorite!) ✔ Finding, investigating and fixing incorrect transactions ✔ Bank/Credit Card reconciliations ✔ Payroll (Gusto Partner) ✔ Maintaining books by coding transactions and keeping the financials clean for decision making ✔ Financial Reporting ✔ Automation & setting rules ✔ App Integration (Gusto, PayPal, Etsy, Amazon, and more) ✔ Journal entries (accruals, amortizations, loans) ✔ Job/Project Costing ✔ Depreciation tracking ✔ A/R Factoring ✔ Monthly Bookkeeping ✔ Monthly Financial Reports including Balance Sheet and Profit and Loss Statement ✔ Tax strategist and paid tax preparer Some examples of successes with past clients: ✔ Reviewed and reclassified income correctly saving a client over $800 a month in sales tax each month which more than pays for the cost of our services ✔ Reconciled 5+ years of books for a client with several bank accounts that had ignored their books entirely. They were able to have clean books caught up to date and able to file their taxes ✔ Reviewed bookkeeping and made corrections allowing client to file for the ERC Credit ✔ Notified client of bank account charging over $2000 a year in fees! ✔ Advised several clients on how to save hundreds (to thousands) of dollars in areas such as credit card fees, payrolls, and deductions they were missing out on A little info about me: I'm the owner of Staggs Consulting, LLC which focuses on QuickBooks Online bookkeeping and accounting solutions for SMB clients. I pride myself on my speed, accuracy and client communication. I'm a QuickBooks Online Certified ProAdvisor and have a Masters of Science in Accounting (MSA) from Grand Canyon University. I thoroughly enjoy taking on new clients, getting to know them and dive into their books to fix or uncover any issues they're concerned with. My background includes clients in the following fields: Staffing Agencies, E-Commerce, Chiropractor/Therapist/Doula offices, Manufacturing, Service Companies, e-commerce & physical retailers. My past roles include being a Tax preparer, CPA Firm Financial Statement Auditor, and Senior Accountant. I have 12+ years of experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients' books so they can make the decisions they need to for their business. My passion is teaching my clients by sharing my expertise so they understand why accurate bookkeeping is important and how it can affect their business and tax implications. I'm most rewarded by seeing the effects of accurate bookkeeping more than pay for the cost of my services, leading to greater business profitability for you and leading to long-term business relationships. I put everything I have into my business. Gaining your respect and your business as a satisfied long-term client is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming and scary at times. Please feel free to read the reviews of some of my past clients and allow me to put you at ease knowing that you're making a great decision. I welcome you to invite me to interview for your bookkeeping position and I'm looking forward to speaking with you soon! With Gratitude, Sherry Staggs Staggs Consulting, LLC P.S. Providing nationwide bookkeeping services. Local to Albuquerque, New Mexico and Phoenix, Arizona. FAQs: Q - Is your Catch Up Bookkeeping Price affordable? A - Yes! We have practical pricing! Q - Do you use QuickBooks Online? A - Yes! I exclusively use QuickBooks Online. I am able to offer 30% off to our new clients for 12 months. This is the best discount you can get with QuickBooks Online. Q - Can you help me with other accounting task? A - Yes, I am able to help with invoicing, bill pay, process payroll, and file sales tax. Q - Can you help me catch up for this year too? A - Yes, I can help catch-up bookkeeping and get it back to tax ready. Q - Do you offer hourly or fixed rate packages? A - I offer fixed rate monthly packages starting at $397 per month. Should there be nuances or increased volume that exceeds the quoted package I will notify you and move you up to the next package upon our quarterly review. Q - Do you file taxes? A - Yes. For those we review or do bookkeeping for we will complete your business and personal tax returns as applicable. If any of that is what you need, contact me. With gratitude, Sherry Staggs .
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate Appraisal
    Financial Policies & Procedures
    Construction
    Project Accounting
    Employee Training
    Financial Accounting
    Bookkeeping
    Intuit QuickBooks
    Month-End Close Assistance
  • $40 hourly

    • 5.0/5
    • (1 job)
    I am a business consultant for large nonprofit organizations and social enterprises. Efficient at putting in place a grants management system, from grant research to writing grant proposals. Graduated from ASU with my Bachelors in Business Communications and an emphasis in Finance. Have skilled knowledge around business development, strategic planning, financial analysis, and financial modeling. My passions are in being a positive contributor to change, whether that be in a business start-up or working for an organization that primarily focuses on social changes, community engagement, and sustainable business.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Proposal Writing
    Data Analytics
    Market Research
    Client Management
    Business Development
    Grant Application
    Budget Proposal
    Financial Modeling
    Fundraising
    Digital Marketing Strategy
    Grant Writing
    Grant Research & Prospect List
    Strategic Planning
    Business Analysis
  • $75 hourly

    • 5.0/5
    • (172 jobs)
    Let's face it, no matter what facet of the business world you work in, writing probably isn't your "thing." That's OK, because it is mine, and my job is to make your marketing easier. I am a native English speaker, born and raised in the Southwestern United States, and specialize in content creation and editing in the real estate, finance and investment, and general business sectors for clients around the world. Clients include Arrived Homes (fractional real estate investing), Basic Property Management, Concreit (fractional real estate investing in debt), Crexi, Lendai (real estate lending platform), NAS Investment Solutions (1031 exchanges), Obie (insurance), RealtyMogul, Roofstock, Stessa, and various other firms in the investment real estate, property management, insurance, and accounting industries. There are two pricing packages to choose from, depending on your objectives and budget. Feel free to content me for a customized quote for your project. BASIC The Basic content creation package is best for those who prefer to do their own keyword research and SEO, and who may be working with a more limited budget. Flat-rate pricing for basic content creation includes the following: • Blog post length as specified by client (minimum fee may apply). • Content processed through Copyscape to prevent accidental plagiarism or duplication. • Meta title and description. • Content delivered in a Word or Google document format with H1, H2, and H3 header formats. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. BUSINESS The Business content creation package is best for those concerned with optimizing keyword use and SEO, article tone of voice, and who have a more robust budget. Flat-rate pricing for business content creation includes the following: • Keyword selection based on search phrase or specific keyword(s) selected by client. • Blog post length as specified by client (may be slightly longer at no extra charge), or I can make recommendations for length based on competition research from Clearscope. • Use Clearscope to help produce content that is highly relevant to what people are searching for, • to drive organic traffic. • First, second, or third person voice (client choice). • Post structured with headings H1, H2, H3, etc. • Keyword analysis report to identify secondary and LSI keywords is provided to client for future content ideas • Meta title and description. • Final article run through Grammarly for content improvement suggestions and verify tone of voice. • Final article run through Copyscape to check for and prevent accidental plagiarism. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. After over 25 years in the business, I know the real estate industry inside and out and have personally brokered tens of millions of dollars worth of real estate sales and lease transactions for my clients and for my own portfolio in retail, office, industrial, single-family and multi-family residential income properties, and in raw and subdivided land. I have been awarded the Certified Commercial Investment Member (CCIM) designation, one of the most prestigious professional certifications one can earn in commercial investment real estate. It never hurts to talk, so feel free to contact me if you have a content creation project you'd like to discuss.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Content Development
    Content Creation
    Property Management
    Investment Research
    Real Estate Marketing
    Case Studies
    Blog Writing
    Search Engine Optimization
    Content Writing
    Article Writing
    Copywriting
    English
    Real Estate
  • $65 hourly

    • 5.0/5
    • (1 job)
    I am a seasoned financial modeling consultant with a passion for empowering businesses and investors through precise and insightful financial analysis. My journey in finance has been marked by a deep engagement with complex financial models, particularly in the realms of investor waterfalls, 3-statement models, and strategic budgeting and forecasting. I take pride in my proficiency with investor waterfalls, having helped numerous clients navigate through the intricate structures of returns and distributions. This expertise is complemented by my ability to construct robust 3-statement financial models, tailored to provide comprehensive insights into a company's financial trajectory. My skill set is further enhanced by my proficiency in QuickBooks. This tool has been instrumental in my work, allowing me to provide clients with clear, accurate, and actionable financial information, crucial for decision-making and strategy formulation. In the dynamic world of Venture Capital and Private Equity, I have a proven track record of delivering models that not only withstand rigorous scrutiny but also offer deep insights into potential investments, risk assessment, and portfolio management. Budgeting and Forecasting are another cornerstone of my expertise. I've assisted organizations in diverse sectors to craft forward-looking financial plans that align with their strategic goals, ensuring financial stability and paving the way for sustainable growth. If you're looking for a consultant who combines financial modeling expertise with real-world business acumen, I'd be delighted to connect and discuss how my skills can align with your financial objectives.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Private Equity
    Tax Accounting
    Budgeting & Forecasting Software
    Microsoft Excel PowerPivot
    Investment Research
    Financial Modeling
  • $49 hourly

    • 0.0/5
    • (3 jobs)
    Nancy honed her skills at a Fortune 500 company as a commercial and financial strategist. Her experience includes designing financial models, performing feasibility studies, performing cost-benefit analysis, preparing capital budgets and cash flow statements, and more. Her technical skills includeL 1) Heavy data analysis (over 500,000 lines) 2) Advanced formula construction (VLOOKUP, HLOOKUP, INDEX, INDIRECT, OFFSET, IF STATEMENTS) 3) Data manipulation and analysis using Pivot Tables and What If Analysis tools 4) Visualization of trends and performance with creative graphs and charts 5) Creation of easy-to-use and time-saving financial models that anyone in your organization can pick up and learn Nancy earned her MBA at the Thunderbird School of Global Management in 2013 and BA in Molecular and Cell Biology at UC Berkeley in 2006.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Tableau
    Financial Presentation
    Microsoft PowerPoint
    Business Writing
    Financial Planning
    Financial Modeling
    Presentations
    Microsoft Excel
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Talented, self-motivated, proactive, and result-oriented accounting and finance professional, with over 35 years of diversified international experiences in accounting, finance, auditing and internal control. Hands-on experience in accounting from initiating an accounting entry through to finalization by issuance of financial statements in accordance with international financial reporting standards (IFRS) and US GAAP. Accumulated wealth of knowledge and ability to work in multi-cultural environments gained from working with ExxonMobil on assignments in Africa, Middle East, and Europe for seven years. Long experience in designing and implementing appropriate policies, procedures, and systems of internal controls that ensure completeness and integrity of the organization's financial performance. Well versed in leading development and achievement of business plans and budgets. Strong ability to negotiate and finalize deals that result in value maximization and safeguarding of interests, while adhering to corporate governance.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Time Management
    Problem Solving
    Accounting
    Taxes
    Human Resource Management
    Budget Planning
    Business Plan
    Financial Reporting
    Bookkeeping
    CPA
  • $125 hourly

    • 0.0/5
    • (0 jobs)
    I love working with startups, which is why I have spent the last 8 years dedicated to them! Throughout my career, I have managed everything from accounting and finance to strategy and operations, including building entire functions from scratch. If you need assistance in these areas, I would be delighted to lend a hand. • Project Management • Program Management • Change Management • Vendor and Client Management • Business Process Design, Review, and Improvement • Accounting and Bookkeeping • Financial Planning and Analysis • Strategic Planning • Goals/Metrics Establishment and Review • Data Analysis and Reporting • Fractional COO, CSO, CFO
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Analysis
    Compliance
    Financial Management
    Cross Functional Team Leadership
    Vendor Management
    Client Management
    Process Improvement
    Project Management
    Strategic Planning
    Microsoft Project
    Strategy
    Business Management
    Management Skills
    Program Management
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Proven business leader with over a decade of practical experience now advising fellow entrepreneurs through bookkeeping with innovative ideas and strategies learned from various industries to positively impact a client's bottom line. I have firsthand owner-operator restaurant experience which is the backbone for the specialized bookkeeping services I provide. My goal is to help you stop working "within" your business so you can start focusing on growing your brand and profits.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Report
    Data Analysis
    Business Management
    Food & Beverage
    Income Statement
    Management Skills
    Entrepreneurship
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    Im a financial accountant with 7+ experience in staff/senior level accounting. I've worked with small to midsize companies and have the capability to wear multiple hats depending on the needs of the company. I've done traditional accounting roles such as: Enter in AP/AR Journal Entries Billings/Collections Account Reconciliations Sales Tax Full cycle accounting Ive also done payroll as well as financial analysis: Budgeting Forecasting Budget to Actual Comparison If you're interested in learning more feel free to send me an email: owner@aaronaccounting.com
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Sage 50 Accounting
    QuickBooks Online
    Sales Tax
    Budget Planning
    Forecasting
    Account Reconciliation
    Payroll Accounting
    Bookkeeping
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    Objective A position performing bookkeeping, recordkeeping, or accounting duties. Ability Summary Experience in computing, classifying, and recording numerical data to keep financial records complete.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Account Reconciliation
    Journal Entries
    Microsoft Excel
    Accounting Basics
    Accounting
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