Hire the best Financial Analysts in Seattle, WA
Check out Financial Analysts in Seattle, WA with the skills you need for your next job.
- $115 hourly
- 4.8/5
- (71 jobs)
Tax Preparation, Fractional CFO Services, Business Advisory Specialties: Tax Preparation, Audit, Advisory Business Valuation Diagnosing and optimizing Finance, Marketing and Operations Proactively engaging with HR and organizational issues Uncovering the source of lost revenue, unneeded expenses, and reduced profits Experience: Before devoting my energy to freelance accounting and advisory work, I helped lead a team of financial advisors managing nearly $ 7 billion in Assets Under Management (AUM), spent ten years in the US Army serving as an Airborne Ranger (75th Ranger Regiment) and Intelligence Officer. I am a CPA licensed in the state of Washington. I have earned my MBA in leadership at the University of Washington and a Master's in Professional Accounting from Eastern Washington University. Testimonials: See my Upwork and LinkedIn profiles for feedback from the dozens of clients I have worked with over the past decade. Solutions: -Tax Preparation and Advisory -Process and Operations Development -Leadership Coaching -Organizational Design and Training -Financial Analysis -Marketing Funnel Optimization -Talent Planning -Defining roles with integrated Goals -Resource acquisition (People, Equipment/Fixed Assets, Capital, Time Management)Financial Analysis
Corporate StrategyProject Risk ManagementOrganizational DevelopmentFinancial ManagementOrganizational BehaviorInvestment ResearchMarketing StrategyBusiness CoachingCareer Coaching - $60 hourly
- 4.9/5
- (45 jobs)
Tamara is a methodologist and research analyst consulting with academic publishers, financial firms, marketing agencies, market research firms, law firms, nonprofits, public administrations and tech startups, Skills: business intelligence, case studies, content design. e-books, econometric modeling, financial analysis,, fund research, impact assessment, legal conflict analysis, marketing analytics, market research, media content analysis, PMBOK®, program evaluation, research design, statistical analysis, reporting.Financial Analysis
AI Model TrainingContent WritingResearch MethodsPitch DeckQualitative ResearchIBM SPSSEViewsMarket AnalysisMarketing Analytics ReportEconometricsCommunicationsStatistical AnalysisQuantitative AnalysisCase Studies - $250 hourly
- 5.0/5
- (19 jobs)
**100% Upwork client success score - top rated** **25+ positive reviews on Google - check out Washington Business Brokers LLC** You are an expert on your business. We are experts on the process of selling a business. Expect market knowledge, transaction / process expertise, and results. MBA, CPA, and licensed Commercial Real Estate Broker. **2022 - Chairmen's Circle - International Business Broker Association** Awarded to top 5% of deal makers nationally for verified M&A transactions **2023 - Outstanding Producer - International Business Broker Association** Hello! I am a business broker and founder of Washington Business Brokers LLC. I’m a licensed CPA, possess a top 20 MBA, licensed commercial real estate broker and have years of experience as both a financial analyst and auditor. I’m proficient reviewing financial statements, tax returns, and (importantly) identifying non-recurring expenses and add-backs that will need to be accounted for to arrive at a true understanding of the cash flows of a private business. I can assist you with valuation multiples based on revenue, gross profit, EBITDA, discretionary earnings, and other financial metrics. In addition, I can assist you as a business owner in assessing and preparing your company for optimal value in a sale. Business owners need valuations and market comparables for a variety of reasons beyond selling their business, including when buying out or bringing in a partner, to review eligibility for a commercial loan, private wealth & estate planning, divorce, etc. In addition to being a licensed CPA, I am a member of M&A Source and the International Business Brokerage Association; through these memberships I have access to a number of valuation tools and transaction comps that may be of value to you. I subscribe to DealStats ($5,000 / year), the gold standard used by deal experts, business brokers, CPAs, and transaction attorneys in valuing private businesses. It contains comparables on 45,000+ businesses. In addition, I have access to BizComps, another valuation tool with comparables on 17,000+ businesses. Beyond these I have access to 500+ industry guides and rules of thumb through the Business Reference Guide and a network of seasoned business brokers that have represented and sold thousands of businesses over 40+ years. You can expect transaction expertise and market knowledge. Glad to have a quick video call to learn more about you, your business, and what you need. Frequent questions: Documents needed for a valuation? • Profit & Loss (3 years - 2021, 2022, and 2023) and 2024 YTD – Excel please • Balance Sheet (3 years) and recent for 2024 – Excel please • IRS filings including all supplemental schedules (3 years) • Any internal sales reporting that details breakdown of revenue by product line, channel, customer, etc. (some businesses have a mix of product vs service revenue that we may apply different valuation metrics to; this sales reporting also helps us understand the lines of business and identify appropriate comparable transactions) – Excel please • Context on any associated real estate (if leased space, copy of current lease(s)) How long does it take? I work on an hourly basis, once I learn a little about the business (industry, size, revenue, profitability) and the types of financial documents you possess I will be able to give you a time estimate. I can generally move quickly if your documents are organized and you are responsive to questions about the financials and operating model. I've valued a $500k revenue gym in 4 hours and a $45M revenue professional services business in 21 hours. 10 hours is a reasonable expectation. I have multiple clients / owners that I work with at a time, some are able to easily and quickly respond to questions about the financials, others need time to get answers from their employees, CPA, etc. What to expect and more on our background Check out the "Business Valuation 101" and "Business Valuation 401" posts on our site (Washington Business Brokers) for what you can expect. Unfortunately Upwork will not let us link to it directly - the site is wabusinessbrokers dot com. We are easy to find online, you can read more about us at our site and/or via LinkedIn to better understand experience, credentials, and background. In addition to the reviews here on Upwork, there are a number of positive reviews from past and current clients / owners on our Google My Business profile - simply Google "Washington Business Brokers" to find us (again, can't share a link on Upwork). Cheers and thank you for reading! Ryan Hemmert CPA, MBA, Business Broker / Founder at Washington Business Brokers LLC And finally, a couple caveats: I do not provide tax or legal advisory services. Valuing a pre-revenue and/or unprofitable start-up is far more of an art than a science; it is not our area of expertise.Financial Analysis
Company ValuationDue DiligenceGo-to-Market StrategyCPABusiness ValuationBusiness StrategyAcquisitionsCash Flow AnalysisBusiness AnalysisManagement ConsultingMergers & Acquisitions - $145 hourly
- 4.9/5
- (12 jobs)
As an experienced management consultant and former partner, I specialize in providing a wide array of strategic services to businesses ranging from ambitious startups to established corporations. My expertise is not limited to but includes: Strategic Guidance: Offering comprehensive strategic advice to navigate complex business landscapes. Startup Strategy: Tailoring approaches for startups to achieve rapid growth and sustainable success. Growth Strategy: Crafting plans to scale businesses effectively, focusing on long-term viability. Venture Fundraising: Guiding startups through the nuances of venture capital acquisition and investor relations. Mergers & Acquisitions Advisory: Providing expert insights on M&A strategies, ensuring seamless integration and value maximization. Operations Consulting: Streamlining operational processes to enhance efficiency and productivity. Sales & Operations Consulting: Bridging the gap between sales objectives and operational capabilities. Divestitures: Advising on strategic sell-offs and divestitures to optimize business portfolios. Product Strategy: Developing innovative product strategies that resonate with target markets. Go-to-Market Strategies: Crafting and implementing effective market entry strategies for new products or services. In addition to these services, I leverage a suite of advanced tools to provide data-driven insights and analysis: Bloomberg Terminal: Access to real-time financial data, news, and analytics. PitchBook: Comprehensive data on the global M&A, private equity, and venture capital landscape. 40+ Various Market Research Tools: Utilizing a diverse range of tools for in-depth market analysis and trend identification. My professional journey includes guiding Fortune 500 companies in their strategic endeavors and fostering growth in startups, small businesses, and non-profit organizations. I offer tailored solutions, bringing innovative approaches and strategic insights to meet the unique challenges of each client. Whether your business seeks guidance from inception through to successful exit strategies, or if you're navigating complex operational or M&A challenges, I'm here to assist. I'm keen to understand your vision and discuss how we can collaborate to turn your business aspirations into reality. Let's connect to explore how my expertise can align with your business goals. Feel free to reach out for an initial 30-minute consultation at no cost, a great opportunity for us to discuss your needs and see how I can add value to your business.Financial Analysis
Sales OperationsBusiness StrategyLean StartupVenture Capital ConsultingStartup ConsultingMarketing StrategyBusiness AnalysisBusiness PlanMergers & AcquisitionsManagement Consulting - $125 hourly
- 5.0/5
- (3 jobs)
Seasoned accounting and finance professional with solid skills in operational and GAAP-based accounting, budgeting, financial reporting and operational accounting.Financial Analysis
AccountingMicrosoft ExcelManagement AccountingFinancial AccountingCPAForecastingCash Flow AnalysisFinancial ReportingFinancial Management - $125 hourly
- 5.0/5
- (1 job)
Hello there! I'm Matthew Smith, a data-driven business strategist with a passion for financial analytics and an Excel virtuoso. With over 12 years of experience leading high-performing teams in finance, data science, and business intelligence, I bring clarity and growth to your data-driven journey. Why Choose Me? - Strategic Brilliance: Crafting practical strategies is my thing. I love diving into data, finding patterns, and shaping strategies that drive real results. - Financial Maestro: Numbers speak to me, and I speak their language. I decode your financial data, so you make informed decisions with confidence. - Excel Guru: Think of me as your Excel secret weapon. I whip up powerful dashboards and automate processes to save you time and energy. What I Bring to the Table: - Strategic Planning and Execution - Financial Management and Analysis - Data-driven Decision Making - Business Intelligence and Analytics - Leadership and Team Management - Risk Management and Compliance - Communication and Interpersonal Skills - Innovation and Problem Solving - Continuous Learning and Development Tech Toolbox: Excel • SQL • Python • VBA • Cognos • Amazon Web Services • Tableau • Salesforce • Google Workspace • SAP • Nielsen • Hyperion Noteworthy Moments: * Dropbox - Orchestrated cross-functional teams, defined revenue growth indicators, and fostered a goal-oriented culture. * Udemy - Pioneered the first Strategic Business Analytics team, created a roadmap for success, and unified data insights. * Amazon - Spearheaded transformative initiatives across worldwide business units (Retail, AWS, and Advertising), optimizing data infrastructure, implementing innovative forecasting models, and driving data-driven decision-making. * StarKist - Spearheaded the development of a cutting-edge pricing model, optimizing profitability and driving record-breaking operating profits. Education: MBA - Carnegie Mellon University, Tepper School of Business BS in Business Administration - University of Pittsburgh Let's Embark on Your Data Journey: Ready to unlock your data's potential? Let's team up and transform your business together. Reach out, and let's start our data-driven adventure!Financial Analysis
AnalyticsBudgeting & Forecasting SoftwareFinancial ReportingBusiness StrategyMicrosoft ExcelData AnalysisSQLBusinessBusiness IntelligenceFinanceFinancial PlanningFinancial Modeling - $85 hourly
- 5.0/5
- (1 job)
I am a seasoned Senior Financial Analyst with a diverse background spanning four distinct industries. My career is marked by a passion for financial analysis, an advanced proficiency in Excel, unwavering organizational skills, meticulous attention to detail, and a strong academic foundation through an MBA, all of which make me well equipped for your next project. Key Expertise: Corporate Finance: Over 5 years of experience in corporate finance, including financial planning and analysis, budgeting, forecasting, and strategic financial decision-making. Industry Versatility: I have thrived in various sectors, including retail, travel-tech, energy, and defense contracting, adapting swiftly to their unique financial dynamics and contributing to their success. Excel Mastery: Proficient in Excel with advanced skills, including complex modeling, data analysis, and automation, enabling more efficient and accurate financial reporting. Meticulous Organization: Known for my exceptional organizational skills, I consistently ensure that financial data and reports are structured flawlessly for informed decision-making. Attention to Detail: My keen eye for detail ensures error-free financial reports and audits, reducing financial risks and enhancing overall accuracy.Financial Analysis
Financial ReportingBusiness PresentationFinancial Analysis & ValuationFinancial PlanCorporate FinanceFinancial PresentationFinance & AccountingFinanceMicrosoft PowerPointFinancial ModelingFinancial PlanningMicrosoft Excel - $200 hourly
- 5.0/5
- (2 jobs)
I am a former founder with two succesful exits and an ex-BCG manager with over 10 years of experience, specializing in driving strategic initiatives and digital transformation for Fortune 100 companies and early stage ventures.. My expertise includes AI implementation, organizational redesign, and operational efficiency, delivering impactful solutions to complex challenges. With a strong foundation in strategic planning and a proven track record of leading high-performance teams, I offer tailored strategies to help your business achieve its goals. Key Skills: Strategic Planning & Execution AI Integration & Digital Transformation Organizational Leadership & Development Operational Efficiency & Process Improvement Risk Management & Compliance StrategyFinancial Analysis
Project ManagementAgile Project ManagementMarketingChange ManagementBusiness TransformationStrategic PlanManagement ConsultingBusiness ConsultingAI ConsultingStartup ConsultingPitch DeckPowerPoint PresentationGo-to-Market StrategyStrategy - $175 hourly
- 5.0/5
- (23 jobs)
Salutations. I'm a former entrepreneur who found a passion for corporate finance after starting and selling a few businesses over the years. Now, I operate as a Fractional CFO for a few select clients, and advise other entrepreneurs on buying or selling businesses. I'm not the Harvard-Wharton-McKinsey-Goldman corporate guy who manages from a spreadsheet. I'm a guy with a resume built on hard success from starting and selling my own businesses, leading teams, raising capital, and advising dozens of business owners on doing the same. In short: I'm the guy who can build bombproof finance systems into your business. In total I've founded & lead 4 companies with 2 exits and worked with 100+ leadership teams ranging from startups to PE-backed SMBs to F50. All while working remotely. Some specific things I can help you with: - Financial planning & budgeting - Raising debt/equity capital - Cashflow management (incl. in a cash crisis) - Financial controls - Debt restructuring - Accounting incl. management - Bookkeeping incl. management - Analyzing and presenting key financial information to management & the board - Business strategy - Managing strategic objectives to completion - Operational Excellence in finance operations - Navigating the M&A process - LOI to Due Diligence to closing (buy-side) - Post-close integration (buy-side) Here's what some of my clients say about me: "Andrew has a knack for pushing the envelope and having it actually work. I watched over and over again as he brought fresh ideas and initiatives into fruition that directly translated into ROI... Andrew is a blast to work with. He's witty, hyper intelligent, and above all else, he genuinely cares about the people that are in front of and alongside him. 10/10." - President, SpeakerFlow "Working with Andrew has been a fantastic experience. I'm grateful to have him as part of the team! He brings great ideas to the table, keeps things organized, and sees his initiatives through. I would highly recommend Andrew and his partners for any project that you may have - you won't regret it!" - Senior Sales & Marketing Manager, CoolBot "Andrew is genuine. He offers information transparently, and in an accessible way - even if you don't have prior [technical] knowledge. Highly recommend Andrew and his team." - Founder & President, BELA / TCF "Andrew has developed and implemented several key projects and initiatives with our team in recent years and has simply exceeded expectations at every juncture... always with stellar results. Identify a project, talk to Andrew, and Go!" - EVP Sales & Marketing, Arctic Industries If we work together, here's what you can expect: 1. I will help you accomplish your goals with relentless focus 2. I will generate an ROI on my services 3. I will make sure to give you the tools and education you & your team need to succeed 4. I will not quit until we reach success. Failure is not an option.Financial Analysis
Financial Analysis & ValuationFinancial ProjectionPro Forma StatementDue DiligenceCorporate FinanceFinancial ConsultingBusiness StrategyBusiness ValuationMergers & AcquisitionsBusiness OperationsFinancial ModelingBusiness TransformationManagement ConsultingMarketing Strategy - $75 hourly
- 4.9/5
- (71 jobs)
Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analyticsFinancial Analysis
Business PlanFinancial WritingInvestment ResearchFinancial ModelingBusiness ValuationFinancial PlanningMicrosoft ExcelData AnalysisReport Writing - $75 hourly
- 0.0/5
- (0 jobs)
Operational turnaround. Business processes and Sales & Operations Planning, Forecasting, Inventory Management, Scheduling, profitability and costing Analysis. Product Managment.Financial Analysis
ModelingCost AnalysisOracleChange ManagementInventory ManagementDemand PlanningBusiness ManagementManagement SkillsSupply Chain ModelingTableauProduct ManagementMicrosoft Excel - $30 hourly
- 5.0/5
- (1 job)
I'm Jaleah C, an experienced financial professional offering expertise in QuickBooks, bookkeeping, financial modeling, and tax filing services. With a strong background in these areas, I specialize in simplifying financial processes and ensuring accuracy for businesses of all sizes. Here's what I can do for you: QuickBooks: As a certified QuickBooks specialist, I can efficiently set up and customize your accounting system, manage transactions, and provide training to optimize your use of the platform. Bookkeeping: I excel in meticulous bookkeeping, keeping your financial records organized and up-to-date for smooth operations and informed decision-making. Financial Modeling: Need to forecast future performance or evaluate investment opportunities? I'll create detailed financial models tailored to your specific needs. Tax Filing: Tax season doesn't have to be daunting. I'll handle your tax preparation and filing, maximizing deductions and credits to minimize your tax liability and ensure compliance. With my expertise and dedication to accuracy, I'm here to support your financial needs and help your business thrive. Let's work together to streamline your financial processes and achieve your goalsFinancial Analysis
Microsoft ExcelXeroTax ReturnTax PreparationUS TaxationFinancial ReportingFinancial ModelingFinancial AccountingAccounts ReceivableAccounts PayableAccounting SoftwareAccounting BasicsBookkeepingQuickBooks Online - $85 hourly
- 0.0/5
- (0 jobs)
Mission-driven and Experienced Technical Program Manager, analyst and Intelligence Officer with a demonstrated history of working with Engineers, Data Scientists, Aviators, and Intelligence Analysts to build tools and develop tradecraft to mature the evolving big data environment. Thrive in cross-functional teams, collaborating with other agencies, state, local and private sector partners.Financial Analysis
Lifestyle & TravelLife CoachingBriefing DocumentAccounting BasicsLight BookkeepingAnalytical PresentationContinuing Professional DevelopmentBookkeepingManagement ConsultingCareer Coaching - $55 hourly
- 0.0/5
- (0 jobs)
*MBA professional with 15+ years of experience in the technology and legal industries. *Proven track record of driving success by aligning operations, projects, and initiatives with business goals. *Trusted advisor to leadership, collaborative business partner, and innovative program manager. *Financial expertise: KPIs and executive reporting, budgeting, forecasting, analytics, and scenario planning. *Experienced people and talent manager committed to mentoring, coaching, professional development, and DEI. *Accomplishments in multiple areas: operations, financial management, project and program management, strategic planning, business planning, innovation, client relationships, leadership, workload management, talent management, and people management.Financial Analysis
Diversity & InclusionBudget ManagementPricingBusiness OperationsPeople ManagementMeeting SchedulingMeeting AgendasFinancial ModelingFinancial ManagementInnovation StrategyBusiness Planning & StrategyChange ManagementProgram ManagementProject Management - $44 hourly
- 0.0/5
- (0 jobs)
I’ve been helping family and friends manage their finances for years—everything from building realistic budgets to planning for early retirement. Along the way, I’ve also developed a knack for things like negotiating car and home purchases, evaluating financial products, and spotting a good (or bad) deal. My background includes working in both a major credit card company and a brick-and-mortar bank, giving me an inside view of how the financial industry works—and how everyday people can better navigate it. Now, I bring that knowledge to individuals who want clear, honest guidance on their money—whether it's: - Getting out of debt - Making big financial decisions - Setting up a savings plan for a goal - Or just gaining confidence with their day-to-day finances If you’re looking for someone who’s practical, experienced, and focused on real results—not selling products or fluff—I’d love to work with you.Financial Analysis
Negotiation CoachingBudget PlanningFinancial PlanningCoaching - $50 hourly
- 5.0/5
- (8 jobs)
Hi, I'm Erik. With 8 years of experience in the financial markets and financial services, I've honed my skills in private client retail trading, prop trading and professional trading. Throughout my career, I've collaborated with numerous traders, helping them acquire the necessary skills and knowledge to compete at a professional level.Financial Analysis
Risk ManagementForex TradingTradingViewTechnical AnalysisYouTube - $15 hourly
- 0.0/5
- (0 jobs)
Hello everyone! I recently relocated to Seattle and am actively exploring new opportunities in strategic finance, corporate finance, fintech, venture capital, and financial analysis. My career began in foundational finance roles - as an IFRS Specialist at Artel, where I ensured compliance with international standards and supported transparent, accurate financial reporting; and as a Financial Accountant at Sulton Stroy, where I managed budgeting, financial reconciliations, and internal planning processes. These roles gave me a strong technical base in financial operations, reporting, and analytical rigor. Now, I'm focused on forward-thinking finance roles that go beyond reporting - I'm passionate about using finance as a tool for strategic decision-making, forecasting, and innovation. My interests lie in: Strategic Finance / FP&A in tech or high-growth companies, where I can support decision-makers with data-driven forecasting and scenario planningFinancial Analysis
SQLTableauMicrosoft ExcelData VisualizationRisk ManagementInternational Financial Reporting StandardsFinancial ReportingBusiness AnalysisAnalytical PresentationInventory ManagementAccounts ReceivableAccounts PayableBookkeepingFinancial Planning - $30 hourly
- 0.0/5
- (0 jobs)
I have worked at companies that only a couple employees as well as public companies with a market share of over $1 billion. I work with all kinds of financial and sales data to help people of all different departments make more informed decisions or just simply keep the books balanced I use the following skills to help others achieve their goals: - Financial Analysis - FP&A - Forecasting and Budgeting - Accounting - Financial Modeling - ERP System familiarity - Excel Macro and Formula ExpertiseFinancial Analysis
Light BookkeepingAccounting BasicsExcel FormulaExcel MacrosMonth-End Close AssistanceBudget ProposalForecastingFinancial ModelingBusiness CoachingBookkeepingFinancial PlanningAccounting - $35 hourly
- 0.0/5
- (0 jobs)
I am an experienced accounting professional seeking CPA licensure. Whether it is help with basic bookkeeping, accounting software implementation or producing financial statements, I can help you get a variety of tasks done effectively. - AP, AR, Daily Deposits, Bank Reconciliation, Journal Entries, General Ledger Accounting - Budgeting, Forecasting, Cash Flows, Reserve Accounts, Partner Distributions - Accounting Software ImplementationsFinancial Analysis
Project ManagementAccounting SoftwareIncome StatementBalance SheetGeneral LedgerFinancial ReportProperty ManagementYardi SoftwareAccounts ReceivableAccounts PayableBookkeepingAccounting - $35 hourly
- 0.0/5
- (0 jobs)
I’m a finance professional with nearly 20 years of experience in investment research, portfolio management, and high-level client communication. I’ve recently transitioned to remote freelance work, offering fast, high-quality support in a variety of areas including: Business research & market analysis Executive-level writing & editing Admin support & data entry CRM/database cleanup Email & calendar management I’ve managed portfolios for institutional investors — including endowments, pensions, and foundations — and high-net-worth individuals. Whether serving as a discretionary portfolio manager or providing direct client support, I bring a sharp eye for detail, clear communication, and an insightful, professional tone to every project. I'm comfortable using modern tools and platforms — including AI — to streamline workflows, organize information, and enhance clarity. My focus is always on delivering thoughtful, high-quality work as efficiently as possible. If you need someone dependable, smart, and fast — I’d love to help.Financial Analysis
Data AnalysisProcess ImprovementAdministrative SupportFinancial ReportingOperations Management SoftwareCalendar ManagementOnline ResearchChatGPTGenerative AI Prompt EngineeringGoogle SheetsMicrosoft ExcelProject ManagementVirtual AssistanceData Entry Want to browse more freelancers?
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