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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.
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Rating is 4.8 out of 5.
4.8/5
based on 343 client reviews
  • $889 hourly

    • 4.7/5
    • (3 jobs)
    Read and write over 30 programming languages. Advanced understanding of physics and data sciences. Prior prop trading, treasury and big bank experience. $800B USD AUM being managed on infrastructure and models I've built. Bleeding edge of time series Machine Learning and Artificial Intelligence. Hobbyist AR/VR software engineer. Probably the best technologist in global macro, which isn't saying much. Understand use of proprietary data from intelligence agencies in relation to financial markets. Initial consultation: $30,000.99 Tier Discounts: Platinum $998.99 an hour (only available to one client on retainer) Titanium $348.99 an hour (only available to three clients on retainer) Gold $248.99 an hour Silver $148.99 an hour Bronze $84.99 an hour Cooper/Apprentice $64.99 an hour Steel/Neophyte $3.99 an hour (below 65) Have recently built robust trading and portfolio management applications in a serverless AWS Schema with Python and light C++ boosting. Read and Write over 30 programming languages. Proctored DOE physics Q clearance. Built many JVM data clusters. Modernized pentagon super computers. Expert in Excel in Python modeling. Intermediate in high performance WebAssembly front ends with embedded deep learning. Love to build and analyze in and outside of finance. In addition to my modeling, forecasting, and ML chops, I can build realtime dashboards and pipelines that are much more performant than javascript/node.js implementations could dream to be. CONCEPTS: Idiomatic, Serverless, FP, OOP, Cloud, Distributed Computing, Streaming, Big Data, Columnar Databases, Agile Methodologies PLATFORMS & LANGUAGES: C++, Python, Java, Web Assembly, Rust, C, Haskell, Excel, VBA, JavaScript, Pandas, NumPy, PyArrow, Matplotlib, Highcharts, Bloomberg Terminal, AWS Lambda, Cloudwatch, Spark, Parquet, Cassandra, Kafka, Docker, Kubernetes, Jupyter, Maven/Gradle, IEX, QuantConnect MARKETS: Fixed Income, Commodities, Equities, Cryptocurrencies INSTRUMENTS: Futures/Forwards, Options [on Futures and Spot], Spot INTERESTS: Engineering, Life Sciences, Augmented Reality/Virtual Reality/Mixed Reality, Artificial Intelligence/Machine Learning, Blockchain, and Brain Computer Interfaces
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Portfolio Management
    AI Trading
    Artificial Intelligence
    Machine Learning
    Microsoft Excel
    WebAssembly
    Rust
    C++
    Market Research
    Financial Modeling
    Quantitative Finance
    Investment Strategy
    Agile Software Development
    Python
  • $90 hourly

    • 5.0/5
    • (12 jobs)
    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
    Google Sheets
    Private Equity
    Investment Banking
    Microsoft Excel
  • $200 hourly

    • 5.0/5
    • (1 job)
    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 Detection
    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
  • $75 hourly

    • 5.0/5
    • (1 job)
    Hello! I'm Jacob, a generative AI engineer with a strong foundation in data science and business administration, currently based in San Francisco, CA. I am a graduate from the University of California, Berkeley, holding a B.S. in Business Administration and a B.A. in Data Science. My academic and professional journey has equipped me with a robust skill set that includes Excel, Python, R, Google Suite, alongside management, leadership, financial analysis and reporting, and data analysis and visualization.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Prompt Engineering
    Exploratory Data Analysis
    R
    Project Management
    Microsoft Excel
    Python
  • $150 hourly

    • 5.0/5
    • (1 job)
    J.P. Morgan investment banking alum (5-years) and Accordion Partners strategic FP&A alum (3-years). Expert in financial modeling, budgeting and forecasting, CIM development, monthly reporting packages, PowerBI integrations and other strategic financial analysis. B.A. Economics, University of California, Berkeley
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Presentation
    Financial Projection
    Financial Planning
    Financial Consulting
    Financial Software
    Financial Reporting
    Financial Report
    Financial Plan
    Financial Analysis & Valuation
    Financial Modeling
    Financial Model
    Financial Accounting
    Finance & Accounting
    Finance
  • $150 hourly

    • 5.0/5
    • (61 jobs)
    My Background: - Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant) - Startup fundraising, both large and small raises - Business consulting for startups in software, health care, technology, real estate, financial services, and more - 25 years of personal investment experience - 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
  • $100 hourly

    • 5.0/5
    • (9 jobs)
    With over 10+ years of experience as a CPA and the proud founder of Compass CPA, PC, I bring a wealth of experience in shaping financial success stories. 🚀 𝙎𝙥𝙚𝙘𝙞𝙖𝙡𝙞𝙯𝙞𝙣𝙜 𝙞𝙣: 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙮 𝘿𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩 Crafting robust financial strategies tailored to propel your business forward. 💹𝘽𝙪𝙙𝙜𝙚𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙤𝙧𝙚𝙘𝙖𝙨𝙩𝙞𝙣𝙜 Precision in financial planning to guide your business toward sustainable growth. 💹𝘾𝙖𝙨𝙝 𝙁𝙡𝙤𝙬 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 Streamlining cash flows to optimize liquidity and ensure financial stability. 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙍𝙚𝙥𝙤𝙧𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 Providing insights through meticulous analysis for informed decision-making. 💹𝙍𝙞𝙨𝙠 𝙀𝙫𝙖𝙡𝙪𝙖𝙩𝙞𝙤𝙣 𝙖𝙣𝙙 𝘾𝙪𝙨𝙩𝙤𝙢𝙞𝙯𝙚𝙙 𝙎𝙤𝙡𝙪𝙩𝙞𝙤𝙣𝙨 Expertise in evaluating financial risk and delivering tailored solutions for mitigation. 💹𝙇𝙚𝙖𝙙𝙚𝙧𝙨𝙝𝙞𝙥 𝙖𝙣𝙙 𝙏𝙚𝙖𝙢 𝙈𝙚𝙣𝙩𝙤𝙧𝙞𝙣𝙜 Nurturing financial leadership within your team for a cohesive and empowered workforce. 💹𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝘿𝙚𝙘𝙞𝙨𝙞𝙤𝙣 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 Offering invaluable support in strategic decision-making for long-term success. 💹𝘾𝙖𝙥𝙞𝙩𝙖𝙡 𝙍𝙖𝙞𝙨𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙞𝙣𝙜 Facilitating capital growth through strategic financial structuring. 💹𝙆𝙚𝙮 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 𝙖𝙣𝙙 𝙎𝙢𝙖𝙧𝙩 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙚𝙨 Unveiling key performance metrics and strategies to drive intelligent business decisions. 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 I am not just a detail-oriented accountant and advisor, but also an active entrepreneur. My career is built on my passion for creating efficient systems and processes, using the best technologies available. I provide key performance analysis and strategic advice, essential for making smart business decisions. I hold an MBA and BS in professional accounting from West Virginia University, adding to my credibility. Based in the heart of the Bay Area, I am a trusted advisor for business owners nationwide. As an active CPA in the state of California, I ensure that I am up-to-date with the latest trends and regulations in the field. With my extensive experience serving as a CFO, tax expert, Accounting Manager, & Controller for both start-ups and established companies, I've demonstrated a track record of implementing efficient, automated processes and technologies across a variety of industries. I offer full-service accounting responsibilities including corporate and individual tax returns, and have spent years in the private industry, building scalable operations, strategies, and successful teams. My expertise in CFO and tax services makes me an ideal partner for CEOs and business owners looking to elevate their businesses. 𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 🤝🏻I believe in building strong relationships with my clients based on trust and mutual respect. I take the time to understand each client's unique needs and tailor my services to meet those needs. I am committed to delivering high-quality work that meets or exceeds my clients' expectations. Whether you need ongoing accounting support or tax preparation services, I am here to help. 🤝🏻I don't just offer financial services; I provide a partnership dedicated to your success. 🤝🏻I am available for long-term projects and can provide customized services based on each client's unique needs. 📧Contact me to discuss how I can help you with your accounting, tax, and CFO needs. Let's work together to take your business to the next level! 🧭Your Financial Navigator, 𝐂𝐚𝐬𝐞𝐲
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Tax Return
    Tax Strategy
    Cash Flow Modeling
    Bank Reconciliation
    Tax Planning & Advisory
    Financial Reporting
    Cash Flow Analysis
    Financial Accounting
    QuickBooks Online
    Tax Law Compliance
    Financial Management
    Tax Preparation
    Finance & Accounting
    Accounting
  • $250 hourly

    • 4.1/5
    • (32 jobs)
    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
    CPA
    Mergers & Acquisitions
    Fundraising
    Investment Banking
    Chartered Financial Analyst
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Private Equity
  • $85 hourly

    • 0.0/5
    • (0 jobs)
    Experienced, detail-oriented professional with an established skillset in the origination and execution of equity positioning and financing transactions of multifamily, office, retail, industrial, development, hotel, and self-storage assets. Skilled in creating institutional-level financial real estate models, investment memoranda, and market research with advanced ARGUS Enterprise and Excel modeling skills. Drive due diligence for opportunities, evaluating past financial performance, terms, documents, agreements, and economic characteristics of investments. Able to monitor, manage, and analyze existing financial commitments, and review portfolio documents which include contracts, consents, offering memoranda, and legal deliverables. Develop funding strategies and construct complex, multi-tab institutional-level financial models in Excel. Certified in Argus Enterprise, A.CRE Accelerator, and REFM Excel for Real Estate financial modeling. Selected to participate in the CRE Analyst FastTrack program finishing 1st overall, and a finalist in the inaugural SPARK Executive Fellowship. Excellent collaborator with superior negotiation, team leadership, quantitative and qualitative analytical abilities, rigorous attention to detail, and client communication skills.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Excel Formula
    Property Law
    Sales Analytics
    Sales
    Revenue Management
    Salesforce CRM
    Real Estate Financial Modeling
    Microsoft Office
    Underwriting
    Client Management
    Microsoft Excel
    Finance & Law
    Real Estate
  • $250 hourly

    • 5.0/5
    • (1 job)
    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

    • 0.0/5
    • (5 jobs)
    I'm a seasoned financial professional who specializes in FP&A working with private client entrepreneurs overseeing both their personal and business finances. I bring insightful analysis, and detailed work for strategic decision making, and optimizing efficiency and accuracy. Some other specialized areas include: Project Accounting, Sales Tax, Forecasting & Reporting. - Highly skilled in Quickbooks Online, Xero & other accounting softwares - Strong Project Management - Streamlined processes & workflows - Accuracy, Timeliness, Integrity, Communication & Technology are my priorities
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Fund Accounting
    Nonprofit
    Financial Statements Preparation
    Sales Tax
    Budget
    Cash Flow Modeling
    Financial Reporting
    Project Management
    Project Accounting
    Bookkeeping
    Payroll Accounting
    Financial Projection
    Financial Accounting
    Accounting
  • $79 hourly

    • 0.0/5
    • (0 jobs)
    I am a seasoned finance professional with over a decade of experience in Financial Planning and Analysis (FP&A), dedicated to supporting the unique needs of startup companies. Specializing in fractional Head of Finance roles, I bring immediate value by providing strategic financial leadership, optimizing processes, and driving bottom-line impact. My expertise spans AI-driven startups, venture capital, and Global Fortune 500 organizations, making me well-equipped to handle the dynamic challenges faced by startups. I excel in rapidly understanding and addressing the financial needs of growing companies, ensuring they have the financial discipline, strategic insights, and operational efficiency needed to scale. My ability to establish robust accounting systems, streamline processes, and communicate effectively with C-suite executives and stakeholders makes me an invaluable asset for startups looking to achieve their financial goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Finance & Accounting
    Treasury Management
    Fundraising
    Business Planning & Strategy
    Financial Accounting
    Finance
    Startup Company
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    • Budget Preparation and Control: Over a decade of experience in managing multi-million dollar budgets, including monthly Profit and Loss (P&L) review sessions, financial forecasting, and variance analysis. I have consistently delivered accurate financial reports and successfully navigated audits, ensuring compliance and financial transparency. • Financial and Fiscal Analysis: Expertise in developing fiscal policies and procedures, overseeing financial reporting, and conducting price/cost analysis using techniques such as activity-based costing. My analytical acumen has contributed to significant cost savings and revenue optimization in various roles. • Project Management and Coordination: A proven track record of leading high-impact projects from conception to completion, utilizing both Agile and Waterfall methodologies. I have effectively managed SaaS platform projects, scaled operations, and implemented change management strategies that enhanced overall organizational efficiency. • Purchasing and Procurement: Extensive experience in vendor and contract negotiations, securing discounts of up to 90% on services, and managing inventory control. I have also played a key role in developing and administering contracts that align with organizational goals. • Research and Data Analysis: Proficient in research, data collection, and analysis, utilizing business intelligence tools such as SQL and Tableau to drive data-driven decision-making. My contributions in data enrichment and campaign execution have significantly improved conversion rates and overall business performance. • Report Writing and Communication: Adept at preparing clear, concise reports and presentations, ensuring that complex financial and operational data is accessible to stakeholders across all levels of the organization. My communication skills have been instrumental in managing cross-functional teams and aligning diverse departments toward common goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Modeling
    Supply Chain & Logistics
    Business Strategy
    Data Analysis
    Communications
    Cross Functional Team Leadership
    Strategic Planning
    Business Analysis
    Program Management
  • $75 hourly

    • 0.0/5
    • (3 jobs)
    • 4+ years in Financial Management / Controller Role, 10+ years in Accounting & Taxation • Expertise in SAP, NetSuite, Sage, Xero, Oracle, QuickBooks, SQL, Microsoft Suite, Excel VBA, Adobe Creative, Tableau, PowerBI • Editing Skills in Dev. (HTML, CSS, Python), Audio and Visual Production
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Tax Preparation
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