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Hire the best Financial Analysts in Tampa, FL

Check out Financial Analysts in Tampa, FL with the skills you need for your next job.
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Clients rate Financial Analysts
Rating is 4.9 out of 5.
4.9/5
based on 207 client reviews
  • $235 hourly
    • 5.0/5
    • (55 jobs)
    I'm new to the talent side of Upwork - but not to business or consulting - I am an expert in my field with over 20 years of experience building, vetting, and investing in startup companies. As a seasoned investor and serial entrepreneur, I've been where you are and I know the thrill and challenges of the journey. My role as a consultant is to help entrepreneurs and executives navigate the start-up world and give their idea the best chance for success. Currently, I'm a general partner at an early-stage investment firm that manages over $200 million where I also served on the. board and investment committee. I have evaluated opportunities, teams and pitches and helped guide companies to successful exits; several portfolio companies have been acquired by Fortune 500 companies. I have served on boards and stepped in as interim CFO, always ready to roll up my sleeves and do what it takes to ensure success. Aside from the VC world, I was, am, and always will be an entrepreneur. I've founded or co-founded businesses in a variety of sectors, from tech and financial services to media/ad-tech, health and wellness, retail, and tourism - my favorite adventure is the next one (yes - short attention span 😄). I've also raised over $25 million for my own projects, so I know what pitching an investor feels like. Whether it's creating or deconstructing financial models and forecasting, building or assessing pitches, due diligence, valuation, negotiating term sheets, structuring complex financing offers, or crafting entirely new business models, I've tackled it all. Crafting the essential documents that investors need to properly assess your company's investment opportunity demands expertise and time. Through my journey of building my own startups and as an investor myself, I have a deep understanding of what investors seek when evaluating startups. While wearing my VC hat, I've assisted in guiding multiple companies to successful exits and have experience with businesses ranging from pre-seed to series A and beyond. I know what investors and accelerators are looking for when they're considering startups. Let me leverage this experience to carefully guide you through the process and prepare the necessary collateral to pique an investor's interest and raise capital. Let's connect! Relevant Expertise: - Business Model Evaluation and Feedback: This service entails a comprehensive review of your business model, evaluating its strengths and weaknesses, and providing constructive feedback for improvement. This includes a detailed report that outlines potential areas for refinement and strategies for enhancing profitability and sustainability. - Investor Pitch Deck Creation and Review: This process involves gaining a thorough understanding of your organization and the market you are targeting, developing or refining a realistic financial model and an independent valuation to support the “ask” slide and position the offer for a successful raise. Includes advice on content, design, and presentation, with the aim of increasing your chances of securing investment. - Advice on Strategic Capital Structure: Thorough analysis of your current capital structure, advice on optimizing it to meet your strategic goals, maximizing shareholder value and guidance on making it appealing to potential investors. - Investor Memorandums & Business Plans: Personalized memorandums and various documents required in capital raising. Present your offer in a compelling way while providing proper disclosure. These templates are based on industry standards and my personal experience in raising capital for multiple businesses. - Coaching for Early-Stage Entrepreneurs: This is a one-on-one coaching service tailored to the needs of early-stage entrepreneurs. Sessions could cover topics like business strategy, fundraising, financial modeling, and more. - Advice on Performance Metrics: This service includes an assessment of your current performance metrics, advice on which metrics would be most meaningful to track based on your specific business model, defining your KPI's and guidance on how to monitor and interpret these metrics. - Financial Modeling and Forecasting: Develop a custom financial model for your business, including projections for revenue, costs, and profitability. This model will be a valuable tool for planning, fundraising, and decision-making. If you're passionate about your idea but your eyes glaze over when you see a spreadsheet, or if you're trying to figure out how to raise outside capital, we might be a fit.
    Featured Skill Financial Analysis
    Financial Management
    Business Strategy
    Venture Capital
    Business Valuation
    Business Consulting
    Financial Modeling
    Risk Management
    Entrepreneurship
    Contract Negotiation
    Startup Consulting
    Due Diligence
    Pitch Deck
    Financial Consulting
    Strategic Planning
  • $40 hourly
    • 5.0/5
    • (1 job)
    I work with business owners to help them understand their finances, plan taxes effectively, and streamline bookkeeping operations. My goal is to provide financial clarity and empower individuals to make confident, informed decisions. I also have a strong interest in foreign financial reporting and international taxation. I enjoy helping individuals and businesses navigate the complexities of cross-border tax compliance, FATCA, and global accounting standards.
    Featured Skill Financial Analysis
    Accounting
    Financial Statement
    Tally.ERP
    QuickBooks Online
    Bookkeeping
  • $100 hourly
    • 4.2/5
    • (12 jobs)
    Investment professional with a diverse skillset and experience that touches all aspects of real estate finance including: - acquisition underwriting, pro formas, cash flow modeling - complex waterfall/promote structures, investment and investor returns (i.e., IRRs) - financing - investment memorandums and other presentation materials While I specialize in real estate investment modeling and analysis, I enjoy and am skilled in creating, improving, and analyzing financial models for all types of business uses. Additionally, my clients enjoy working with me because I am detail-oriented and place great emphasis on data visualization - I am able to manipulate, organize, and present data in the most efficient, logical, and user-friendly way. I've breathed and lived in Excel throughout my career, and no model/spreadsheet is too complex. I take pride in delivering high-quality work and would be happy to help you with your specific project needs
    Featured Skill Financial Analysis
    Capital Markets
    Private Equity
    Financial Modeling
    Modeling
  • $250 hourly
    • 5.0/5
    • (6 jobs)
    I have 15+ years of experience in financial services, including 6 years in investment research and portfolio management at the largest Emerging Markets macro hedge fund. Currently, I partner with consultancies, hedge funds and family offices to develop systematic macro strategies and portfolios. At Pharo Management, a $12bn Emerging Markets hedge fund, my investment strategies were the second biggest contributor to the overall fund performance. I also managed a $100mn high conviction investment portfolio of credit, FX and interest rate assets, generating double digit annual returns and a Sharpe ratio of 2.25. At Noble Group, I traded gasoline, diesel and other oil liquids, while also working on large multi-million dollar deals in the oil and gas sector. I can help you with signal generation, backtesting, development and portfolio management. I can also build and test for you econometric and financial models. Areas of expertise: -- Performing financial and economic analysis -- Developing investment strategies and ideas -- Financial and economic modeling and forecasting -- Building econometric and statistical tools -- Designing risk management processes In addition to my quantitative and analytical skills, I have an extensive network of relationships with industry analysts, investors, traders and policymakers. Importantly, I bring to bear a global perspective, having lived and worked in 3 different continents and 2 global financial centers - London and New York. Please send me a message and I am happy to discuss your needs and how I can help.
    Featured Skill Financial Analysis
    Trading Strategy
    Economics
    Trading Automation
    Financial Trading
    Forex Trading
    R
    Visual Basic for Applications
    Quantitative Finance
    Portfolio Management
    Econometrics
    Investment Strategy
    Mathematics
    Company Valuation
    Statistics
  • $45 hourly
    • 5.0/5
    • (2 jobs)
    Your Dedicated Partner ... Welcome to my profile! I am more than just an Executive Assistant, Talent Acquisition Coordinator and HR Specialist—I am your reliable partner in driving success and igniting the soul of your organization. You should choose me because I am....: ► Efficient Executive Assistance: I am the secret ingredient to your success as an executive. With my unwavering attention to detail, organizational wizardry, and exceptional problem solving skills, I bring order to chaos. I seamlessly manage your calendar, coordinate meetings with finesse, and handle administrative tasks with a touch of magic, take care of you confidential documents and presentations, plan your trips, and more... allowing you to focus on what truly matters. ► Strategic Talent Acquisition Specialist: Building high-performing teams is my superpower. I unleash my strategic sourcing skills and delve deep into the talent pool to find the diamonds in the rough. With my expertise in candidate engagement and irresistible employer branding, I attract top-tier talent who will bring unparalleled value to your organization. ► Resourceful HR Specialist: I am the guardian of your organization's heart and soul. As an HR specialist, I create a nurturing and inclusive work environment that fosters growth and sparks innovation. From employee relations to performance management and beyond, I am your trusted ally in building a passionate and engaged workforce. When you choose me, you're not just getting a professional— you're getting a soulful partner who genuinely cares about your success. Together, we will streamline operations, find exceptional talent, and create a workplace that hums with inspiration. So, let's embark on this incredible journey together. Reach out to me today, and let's infuse your organization with the magic it deserves. Ready to make your dreams come true?
    Featured Skill Financial Analysis
    HR & Business Services
    Candidate Recommendation
    Inventory Management
    Leadership Skills
    Financial Modeling
    Problem Solving
    Project Analysis
    Employee Communications
    Administrative Support
    Client Management
    Data Entry
  • $30 hourly
    • 4.7/5
    • (37 jobs)
    Are you a top executive looking for a data scientist to transform your organization into a data driven organization? Are you finding it hard to understand your growth drivers? I am a data scientist with a masters’ degree from the prestigious Muma Business School in Tampa Florida, I am also a financial analyst with experience in financial modeling and forecasting. I can help your business transform by helping you make decisions that generate growth. To this, I will have to sit down with you and fully understqnd your business. I will then find out the things that really matter to you and model these into variables that can help you make better informed decisions. Feel free to reach out to me for further discussion.
    Featured Skill Financial Analysis
    Deep Learning
    Machine Learning
    R
    SQL
    Azure OpenAI Service
    Weka
    Python
    Data Science
    Chartered Financial Analyst
    MySQL Programming
    Equity Research
    Private Equity
    Database Management System
    Statistics
  • $30 hourly
    • 4.8/5
    • (7 jobs)
    I am a well-rounded Business professional who was born and raised in Belize. I'm bilingual and have been a successful entrepreneur as well as customer service representative, technical support specialist and Executive Administrator. I currently specialize in Data Analytics and Corporate Financial Analytics. I can help you manage your database, analyze data to determine company KPI measures, run ad-hoc reports, and create beautiful data visualizations for easy interpretation. I enjoy working with new people and helping others succeed. Here is a bit about my skills and how I can help you make your business more data-driven and efficient: Analytical and results-oriented professional with a Bachelor of Business Administration in Finance and a Master of Business Administration candidate. * Possess basic knowledge of finance procedures with capability to drive out inefficiencies through data analysis and process improvement. * Effective Communication and Problem Solving: Superior communication, collaboration, and interpersonal skills along with ability to build long-lasting relationships with clients and internal / external parties. * Excellent problem solver with tactical vision and confirmed ability to identify root causes of problems and devise efficient solutions while multitasking in a fast-paced work environment.
    Featured Skill Financial Analysis
    Income Statement
    Intuit QuickBooks
    IBM Cognos TM1
    Accounts Payable
    Accounting Basics
    Financial Report
    Invoicing
    Microsoft Dynamics 365
    Accounts Receivable Management
    Financial Variance Analysis
    Data Interpretation
    Tableau
    Microsoft Excel
    Microsoft Power BI
  • $45 hourly
    • 0.0/5
    • (0 jobs)
    Where Data Analytics meets Integrity. Tampa, FL 33612 lunarespess@gmail.com +1 813 613 8187 To dedicate my high standards of customer service skills, problem solving skills, ability to multi-task in a fast-paced environment to provide customer service that goes above and beyond to resolve the customer's issue, address the customer's needs, and build a lasting relationship between the organization and the customer while enhancing my skill sets through ongoing training and development to further my career within the organization. Willing to relocate: Anywhere Authorized to work in the US for any employer
    Featured Skill Financial Analysis
    Financial Report
    Creative Direction
    Information Analysis
    Analytics
    Customer Service
    Review
    Event Planning
    Writing
    Proofreading
    Creative Writing
    Invoicing
    Report
    Data Analysis
    Data Analytics
  • $32 hourly
    • 0.0/5
    • (0 jobs)
    I’m a financial and compliance specialist with 3+ years of experience in public sector housing programs and nonprofit partnerships. I help small businesses, nonprofits, and public entities: • Build and review budgets • Ensure contract and grant compliance • Audit program files or submissions • Organize financial data into clear Excel dashboards I specialize in projects that need structure, accuracy, and clear deliverables — whether you're submitting a grant, launching a program, or just need organized numbers to make sound decisions.
    Featured Skill Financial Analysis
    Financial Reporting
    Grant Writing
    Budget
    Compliance
    Business Presentation
    Underwriting
    Contract Negotiation
    Management Skills
    Business Management
    Intuit QuickBooks
    Customer Service
    Bookkeeping
    Accounting Basics
    Microsoft Excel
  • $125 hourly
    • 0.0/5
    • (0 jobs)
    Experienced CFO and investing professional looking to assist organizations in professionalizing their financial, accounting and reporting infrastructure.
    Featured Skill Financial Analysis
    Finance
    Financial Consulting
    Accounting Basics
    Financial Analysis & Valuation
    Financial Modeling
    Analytical Presentation
  • $75 hourly
    • 0.0/5
    • (0 jobs)
    What I do I help organizations, especially in healthcare, retail, and service industries make smarter real estate decisions, from site selection to project delivery. With 15+ years leading development for top brands like Humana, VIPcare, and Bloomin' Brands, I provide fractional or project-based support that drives efficiency, cost savings, and strategic growth.
    Featured Skill Financial Analysis
    Construction Management
    Triple Net Lease Agreement
    Market Planning
    Facilities Management
    Space Planning
    Commercial Lease
    Market Research
    Project Management
  • $50 hourly
    • 0.0/5
    • (0 jobs)
    I specialize in process improvement/optimization and automation. I will find opportunities to automate your reports and KPI dashboards which will allow you more time to focus on running your business and analyzing trends. I have been in corporate finance for 10+ years in which I have excelled in reporting, analytics and accounts payable management for multiple Fortune 100 companies. Through my formal education and my experience, I have learned tools to help small businesses and entrepreneurs prioritize their efforts on building their business from a macro level. During my years of employment and formal education, I have completed multiple projects that have given me the tools and resources to be great at what I do. I have created and presented a Strategic Business Plan for a local Tampa, FL company helping them to capitalize on trends, data analysis, and technological automation. I have also created and currently maintain a metrics/KPI dashboard published monthly for our corporate executives in my current role.
    Featured Skill Financial Analysis
    Visual Basic for Applications
    Financial Modeling
    Power Query
    Microsoft Power BI
    Accounts Payable Management
    Accounts Receivable Management
    Microsoft Excel PowerPivot
    Microsoft PowerPoint
    Process Improvement
    Data Entry
    Microsoft Excel
    Microsoft Word
    Data Analysis
  • $150 hourly
    • 0.0/5
    • (2 jobs)
    The most important aspect in running a business aside from the product / service itself is great financial data. That is what we do for hundreds of clients. We provide tech-forward bookkeeping & tax services to small business owners to save money and grow their business. We are a team of credentialed professionals that provide excellent services to small business owners. Get accurate timely financial reporting packages delivered to you monthly!
    Featured Skill Financial Analysis
    Financial Modeling
    Cryptocurrency
  • $30 hourly
    • 0.0/5
    • (1 job)
    Meticulous and results driven bookkeeper and administrative assistant, with 5+ years of experience . Expertise in providing financial cleanup for expanding companies by evaluating and streamlining business processes to provide accurate financial reporting. By using inventory tracking and implementing other organizational methods company savings, profits, and efficiencies are maximized. In search of growing businesses to serve remotely, that would benefit from a passionate, problem solving professional to aid in their expansion through administrative and accounting support.
    Featured Skill Financial Analysis
    Communication Skills
    Financial Consulting
    Employee Training
    Time Management
    High-Ticket Closing
    Sales
    Problem Solving
    Management Skills
    Administrate
    Inventory Management
    Financial Management
    Organizational Design & Effectiveness
    Bookkeeping
    Customer Service
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    As a highly skilled CPA, Accountant and Chief Financial Officer (CFO) with over 15 years of hands-on experience in financial strategy, budgeting, forecasting, and business growth, I specialize in helping businesses achieve financial stability, optimize cash flow, and maximize profitability. Throughout my career, I've worked closely with owners, executives and teams to develop innovative financial solutions that drive growth and improve operational efficiency. My deep understanding of financial reporting, risk management, and internal controls ensures that businesses not only meet their financial goals but also stay compliant and secure in an ever-evolving market. Key Areas of Expertise: Month End Closes: Expert at find ways to structure and increase efficiency around the close process. Has consistently led to a decrease in close times. GAAP and Statutory Accounting: Expert at ensuring that companies and their reporting is in compliance with GAAP and Statutory accounting. ERP Implementation: Responsible for implementation of new ERP systems and absorbing acquired businesses into the ERP. General Ledger and Chart of Accounts Restructure: Rebuilding underlying structure of the financial system to ensure it delivers on ownership expectations. Building teams: Built, managed and developed accounting teams from scratch. Development and implementation of internal control structures. Build automated financial reporting packages from scratch to satisfy external, internal and Regulatory requirements. Financial Strategy & Planning: Aligning financial goals with business objectives Budgeting & Forecasting: Creating accurate and actionable financial forecasts that help businesses plan for the future. Cash Flow Management: Ensuring businesses maintain liquidity while reducing risk. Mergers & Acquisitions (M&A): Providing strategic insights and financial modeling to navigate complex transactions. Financial Reporting & Analysis: Delivering detailed financial reports that help leadership teams to make informed decisions. Cost Optimization: Implementing effective cost-reduction strategies. I’m passionate about transforming financial processes and streamlining operations to allow businesses to focus on growth. My hands-on approach and ability to think outside the box have helped companies successfully scale while maintaining financial discipline and long-term profitability. Whether you need help with strategic decision-making, tax planning, or financial modeling, I am committed to providing top-tier CFO services tailored to your business’s unique needs. Let’s connect and discuss how I can support your financial goals!
    Featured Skill Financial Analysis
    Finance & Accounting
    Financial Consulting
    Financial Policies & Procedures
    Financial Modeling
    Internal Reporting
    Internal Control
    Account Reconciliation
    Bank Reconciliation
    GAAP
    Budgeting & Forecasting Software
    Financial Statement
    Management Consulting
    Bookkeeping
    Accounting
  • $26 hourly
    • 0.0/5
    • (0 jobs)
    I'm a Google Ads certified digital marketer with 10+ years of finance and marketing experience. I help businesses grow through paid ads, social media content, and data-driven strategy. Skilled in Google Ads, Canva, CapCut, and social media management Strong background in budgeting, analytics, and campaign optimization Clear communication and fast turnaround—let’s get to work!
    Featured Skill Financial Analysis
    Social Media Management
    Video Editing
    Cost Variance Analysis
    Financial Planning
    Google Ad Manager
    Google Analytics
    Google Ads
    Digital Marketing Materials
    Digital Marketing
    Social Media Lead Generation
    Branding
    Brand Development
    Lead Generation
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