Hire the best Financial Analysts in San Francisco, CA

Check out Financial Analysts in San Francisco, CA with the skills you need for your next job.
Clients rate Financial Analysts
Rating is 4.8 out of 5.
4.8/5
based on 343 client reviews
  • $90 hourly
    Hi there! I’m a former Bank of America investment banker and private equity investor based in San Francisco with 10 years of experience. I help companies build analytical spreadsheets to make better business decisions. Projects in the past: - Financial Analysis - Fractional CFO - Financial Modeling - Budeting and Forecasting - Spreadsheet Automation - Business KPIs and Tracking - M&A - Valuation If you’re not sure what analysis you need, don’t hesitate to reach out and I’m happy to advise. I'm willing to work on a per-project basis or at an hourly rate depending on the task that you need.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Personal Finance
    Finance
    Finance & Accounting
    Analytical Presentation
    Spreadsheet Software
    Spreadsheet Skills
    Microsoft Excel
    Google Sheets
    Private Equity
    Investment Banking
  • $200 hourly
    Experienced consultant with a demonstrated record of leading cross-functional teams, driving financial and operational improvements, and experience leading GTM initiatives for Fortune 500 companies. Core strengths include: * Management Consulting * Project & Program Management * Product Management * Strategy & Operations * Process Improvement * Change Management
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Android App Development
    Fraud Analysis
    Program Management
    Mobile App
    iOS Development
    Six Sigma
    Mobile App Development
    App Development
    Innovation Strategy
    Process Improvement
    Product Management
    Management Consulting
    Project Management
    Change Management
  • $125 hourly
    Hello, 你好, Buongiorno! Are you looking for strategic help with your project or portfolio? Rigorous, dynamic business or financial consulting? I am here to help you achieve your business and investment goals! Background Highlights: - Former equity research analyst (Goldman Sachs, JPMorgan, WRHambrecht) - Fully fluent in English, Chinese, and Italian - Lead analyst for TSMC landmark ADR listing while at Goldman Sachs - Helped raise $20bn for technology companies as part of JPMorgan tech team - Trusted source for top tier institutional investors on IC and related stocks - 25 years of personal investment experience - Consulted for startups in software, food tech, mobile app, and solar - Created global media brand with 4 mn followers from scratch - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Plan
    Industry Research
    Business Consulting
    Investment Research
    Marketing Strategy
    SaaS
    Pitch Deck
    Market Analysis
    Startup Consulting
    Equity Research
    Venture Capital
    Business Valuation
    Proposal Writing
    Content Writing
    Financial Writing
  • $80 hourly
    Currently working in real estate private equity and can assist with real estate related transactions. My experience is primarily in commercial but can assist with smaller residential projects!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate Financial Model
    Financial Model
  • $250 hourly
    A seasoned corporate finance/accounting professional with ~15 years of experience across North America and Asia, in ❇️Corporate Finance( Project Finance and Financial Planning & Analysis - FP&A ) ❇️Investment Banking ❇️Private Equity ❇️Venture Capital ❇️Corp. Strategy and Development (M&A, Investments, Operations, Investor Relations) ❇️Accounting and Auditing Active Charter Holder of the following professional certifications: ✳️Chartered Financial Analyst (CFA) ✳️Chartered Professional Accountant (CPA) ✳️Chartered Accountant (CA) ✳️Certified Quickbooks Advanced ProAdvisor I have worked with start-ups and multi-billion public global companies. Industries that I worked at include: 🔶Tech (SaaS, health tech, legal tech, consumer products, share economy, and more) 🔶Financial Institutions ( Global Top 20 Investment Bank, Big 4 Accounting Firm, Private equity/venture capital/asset management firms, and Insurance groups) 🔶Consumer Products 🔶Healthcare 🔶Real Estate ( Commercial - retail/franchise and Residential) 🔶Energy (Gas&Mining, Green Energy) 🔶And more Education: 🔆 MBA (Management and Accounting Track) from the University of Toronto 🔆 Bachelor in Economics/Actuarial Science I provide virtual financial advisory and accounting services to companies that have a need for agile and high-quality services without heavy investment in a full-time resource. ⭐ Fundraising Strategy: I have worked with companies that go through the full circle of equity, debt, and mergers & acquisition financing. ✅ Financial Forecasting/Modelling ✅ Market Sizing and Feasibility Research ✅ Comprehensive Business Plans ✅ Investor Memos/Pitchbooks ✅ Valuation and Pre-money valuation for different business stages ✅ Investment Research ✅ Growth plan and use of proceeds strategy ✅ Long-term support: weekly/monthly update meetings ✅ And more ⭐ Transaction advisory: I have advised companies of various sizes in all stages of mergers & acquisitions, IPOs, and corporate strategy projects. ✅ Mergers and acquisitions ✅ Initial public offerings (IPOs) ✅ Corporate Strategy projects ✅ And more ⭐ Virtual CFO Service: Projects I have worked on include external audit/review/compilation projects, financial statements preparation, IPO due diligence, financial modeling, corporate valuation, strategic financial and operational planning, and individual and corporate tax planning and preparation. ✅ Financial statement preparation ✅ Budgeting, forecasting, and projections ✅ Advanced Financial Modelling and Valuations ✅ Financial projections and proformas ✅ ROI analysis ✅ Strategic financial and operational planning ✅ Operational analysis and support ✅ And more ⭐ Career Development Service: Over the years, I have mentored many people in developing their careers in the financial industry, including venture capital, private equity, investment banking, public accounting, and financial services providers. ✅ Career consulting ✅ Customized editing for resume, cover letter, networking email, LinkedIn profile etc. ✅ Industry-tailored mock interview, both behavioral and technical ✅ Advanced Excel and financial modeling training (can be industry-tailored) ✅ Networking strategy development ✅ And more Feel free to contact me if you have any questions. I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Company Valuation
    Financial Planning
    Corporate Finance
    CPA
    Accounting
    Investment Banking
    Private Equity
    Venture Capital Consulting
    Corporate Finance
    Corporate Strategy
    Mergers & Acquisitions
    Fundraising
    Chartered Financial Analyst
  • $25 hourly
    I am the author of two books ('Kismat and Karma' & 'Maya Wants to Be a Baker') and a finance professional with over 4 + years of experience in companies including J&J, Penguin Random House and Columbia University Press in New York City. I have been writing full-time for 3+ years and served as a freelance editor to prospective students and clients. I am passionate about reading and writing and I can make your website/application stand out!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Content Writing
    WordPress
    Accounting
    Balance Sheet
    Website Content
    Microsoft Office
    WordPress Plugin
    Financial Audit
  • $250 hourly
    I have 10+ years of professional experience providing advisory services to both mature multinational corporations (Salesforce, Google) and high-growth businesses (start-ups) with recent experience owning and operating several businesses within a venture studio model. My specialties include, project/program management, business processes analysis and implementation, operations management, financial reporting/analysis (CPA), strategic partnerships, business/growth strategy, and negotiation.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Go-to-Market Strategy
    Microsoft Office
    Business Strategy
    Financial Reporting
    Sales
    Business Services
    Microsoft Excel
    Business
    Corporate Strategy
    Telecommunications
    HR & Business Services
    Business Development
    Project Management
    Business Operations
  • $75 hourly
    Accomplished finance professional with more than eight years of M&A and strategic finance experience. I distill complex financial issues into clear and concise recommendations for senior leadership and cross-functional business partners which helps me earn their trust and develop strong relationships. Have prior experience in tax planning, compliance, and consulting.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Due Diligence
    Financial Modeling
    Microsoft PowerPoint
    Microsoft Excel
    Tax Planning & Advisory
    Finance
    Mergers & Acquisitions
  • $80 hourly
    With 7 years of expertise in corporate and investment banking, specializing in full-cycle transaction lending, and 2 years in strategy consulting, I've honed my skills in developing impactful strategies. My focus has been on crafting go-to-market, digital transformation, and cost-cutting strategies for leading U.S. banks and global payment companies. Holding an MBA from New York University, I'm deeply committed to leveraging my knowledge and experience to drive positive change. Beyond my professional pursuits, I'm passionate about volunteering for causes dedicated to alleviating homelessness, exemplifying my commitment to social impact.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Strategy
    Business Planning & Strategy
    Data Analysis Consultation
    Cost Analysis
    Organizational Structure
    Pricing Strategy Consulting
    Corporate Strategy
    Growth Strategy
  • $110 hourly
    Analytical business leader with over 10 years of experience in high-growth technology companies and financial institutions. Expertise in business operations, data analytics, strategic planning, forecasting, goal setting, and scaling teams. Excellent communicator with proven ability to lead complex, cross-functional initiatives and build relationships with functional leaders across an organization.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Plan
    Microsoft Excel
    Analytics
    Operational Planning
    Strategic Planning
    Financial Modeling
    Forecasting
    Data Analysis
    Finance
    Business Analysis
    Business Plan
    Team Building
    Strategy
    Business Operations
  • $99 hourly
    Accomplished and strategic-minded life-sciences consultant with a diverse background spanning both scientific research and management consulting. Adept at leading cross-functional teams, conducting in-depth qualitative and quantitative analyses, and delivering innovative solutions for biopharma clients. Leveraging 20+ client engagements, a Master's in Business Administration, coupled with extensive experience in the oncology space, to drive growth, inform key business decisions, and contribute to the advancement of the life-sciences industry.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Startup Consulting
    Literature Review
    PipelineDeals
    Financial Modeling
    Financial Analysis & Valuation
    Due Diligence
    Client Interview
    Client Management
    PowerPoint Presentation
    Microsoft Excel
    Data Analysis
    Data Visualization
    Cancer
    Competitive Intelligence
  • $50 hourly
    Currently, I am at a layer 1 blockchain. I have been in the crypto space for awhile, working at DeFi protocols, NFT projects, DAOs, dev tooling, layer 1s, and much more. I also have a background in financial analysis/planning. From analyzing financial reports and systems and spearheading complex financial programs to developing strategies to optimize workflows, my background has prepared me to excel. I work daily with decentralized platforms. I have implemented complex strategies within these decentralized applications, which includes lending, liquidity providing, yield aggregating, and collateralizing assets. Additionally, I am experienced in excel and other financial modeling programs. I have prepared portfolios, compiled data, prepared research reports, and built financial models for a variety of things. I have also built out a number of pitch decks and strategy presentations within the startup space. Overall, I am highly motivated individual who is fluent in crypto and finance and has a history of contributing to the growth of communities.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Business
    Real Estate
    Data Analysis
    Investment Strategy
    Investment Research
    Financial Modeling
    Analytical Presentation
    Cryptocurrency
    Finance & Accounting
    Accounting Basics
    Business Presentation
    Business Development
    Blockchain
  • $18 hourly
    PROFILE Current UC Davis MBA Candidate Seeking a Finance role that utilizes my skills in Financial Planning and Analysis and Business Analytics Specialties: Financial Statement Analysis, Managerial Accounting, Federal Business Income Taxes, Project Management Leadership: Cross-Functional Collaboration, Organizational Communications, Presentations Technologies: MS Office, SAP, Adobe, SAAP, Google AdWords & Analytics Languages: English (Fluent), Spanish (Conversational), & Chinese (Amoy)
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Accounting
    Microsoft Outlook
    Cash Flow Statement
    Microsoft Office
    Chartered Financial Analyst
    Financial Report
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