Hire the best Financial Analysts in Phoenix, AZ

Check out Financial Analysts in Phoenix, AZ with the skills you need for your next job.
  • $55 hourly
    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
    Project Accounting
    Employee Training
    Financial Accounting
    Intuit QuickBooks
    Month-End Close Assistance
  • $75 hourly
    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
    Real Estate
    Case Studies
    Blog Writing
    Search Engine Optimization
    Content Writing
    Article Writing
  • $150 hourly
    I am very experienced in commercial real estate. I am a graduate of the #1 ranked real estate program in the country and hold a double major in both Real Estate & Urban Land Economics and Finance, Investments, and Banking. Previously, I spent time working for JPMorgan in their Real Estate Debt Syndications group where I was a part of a team of 5 that successfully syndicated over $40 Billion of debt facilities over a two year period. I then went on to work for a start-up real estate investment shop in Phoenix, AZ where we invested in a broad range of asset classes including single tenant industrial, value-add multifamily, single family rentals, quick service restaurant sale leasebacks, and dental real estate sale lease backs. I am now currently working full-time for one of the largest real estate developers in the United States where my responsibilities include sourcing both debt and equity, underwriting our new development projects and value-add projects, and assisting in the site acquisition and property disposition process.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Capital Markets
    Investment Research
    Investment Strategy
    Real Estate Investment Assistance
    Financial Modeling
    Pro Forma Statement
    Microsoft Excel
    Real Estate
    Real Estate Financial Modeling
    Real Estate Acquisition
    Financial Model
  • $40 hourly
    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
    Business Development
    Grant Objectives & Methodology
    Grant Writing Consultation
    Grant Application
    Budget Proposal
    Financial Modeling
    Finance & Accounting
    Digital Marketing Strategy
    Grant Writing
    Grant Research & Prospect List
    Strategic Planning
    Business Consulting
  • $50 hourly
    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
    Microsoft Excel
    Intuit QuickBooks
  • $38 hourly
    My career has been a journey of continuous learning and leadership across various roles, from accounting and estimating to data analysis and strategic planning. These experiences have made me into a dynamic professional known for my adaptability, problem-solving prowess, and strong leadership. With a passion for continuous learning, I thrive in diverse roles, whether it's financial management, data analysis, or leading cross-functional teams. I'm here to drive innovation and exceed expectations in the ever-changing world of business. Over the years I have been further exposed to data and the power it holds. My goal is to continue expanding my horizons, pursuing a MBA program, and obtaining relevant certifications in data analytics and financial management. I'm ready to take on new challenges and make a lasting impact. Let's connect and explore how we can collaborate on future projects, share ideas, and drive success together
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Risk Analysis
    Business Development
    Operational Plan
    Team Alignment
    Microsoft Teams
    Business Operations
    Continuous Improvement
    Process Improvement
    Construction Estimating
    Data Analytics
    Data Analysis
    Data Entry
  • $25 hourly
    I am a commercial real estate professional familiar with a wide-range of asset types and market areas across the United States. Whether you're in need of an offering memorandum, quick market report, or a property analysis, I can help!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Property Tax
    Financial Analysis & Valuation
    Cash Flow Modeling
    Cash Flow Analysis
    Real Estate
  • $50 hourly
    Financial Planning and Analysis professional with acounting background and expert financial and data analytical skills and experience from Top Fortune companies.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Trend Analysis
    Risk Analysis
    Cost Analysis
    Budget Proposal
    Budget Planning
    Budget Management
    Trend Forecasting
    Accounting Basics
    Account Reconciliation
    Account Management
    Data Analysis Consultation
    Data Analysis
    Finance & Accounting
  • $56 hourly
    With a dedicated focus on continuous improvement and effective leadership, I've crafted a successful career rooted in a passion for cultivating long-term advantages, fostering growth, and ensuring stability through collaborative team relationships. My expertise lies in proficiently collecting and analyzing data to formulate optimal solutions, underpinned by a commitment to delivering high-quality work. Throughout my career, I've consistently sought challenges that strike a balance between familiarity and novelty, finding great fulfillment in navigating the complexities of dynamic professional landscapes. My approach is characterized by a proactive mindset, where I not only address immediate needs but also strategically plan for sustained success. One of my core strengths is the ability to collaborate with like-minded individuals who share a passion for achieving results, process enhancement, and innovative value-driven approaches. This collaborative spirit serves as my constant source of motivation, driving me to seek out opportunities where I can contribute to the success of a team that values excellence and forward-thinking strategies. In my journey, I have honed my skills in data analysis, drawing actionable insights to inform decision-making and drive positive change. My experience extends to overseeing comprehensive projects, from planning and execution to monitoring and continuous improvement. Whether optimizing processes, leading master-plan projects, or implementing cost control measures, my commitment to excellence has consistently yielded unparalleled efficiency gains. I'm not just a professional; I am a dynamic leader who understands the nuances of navigating the intricate web of responsibilities associated with leadership roles. My proactive leadership style extends to optimizing production processes, aligning them with budgetary targets, and delivering accurate financial forecasts and real estate proformas. In addition to my technical skills, I bring a strategic mindset to the table, actively contributing to sales, marketing, and community acquisition endeavors. My holistic approach to projects encompasses everything from entitlements and design to legal matters, City coordination, and home builder partnerships. Overall, I'm driven by a genuine passion for making a meaningful impact in every endeavor I undertake. I'm excited about the prospect of bringing my unique blend of skills, dedication, and collaborative leadership to a team that shares my commitment to excellence and innovation.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Concept Development
    Cost Control
    Cost Analysis
    Microsoft Excel
    Microsoft Project
    Analytical Presentation
    Business Management
    Management Skills
    Business Strategy
    Corporate Strategy
    Project Management
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