Hire the best Financial Analysts in Virginia
Check out Financial Analysts in Virginia with the skills you need for your next job.
- $120 hourly
- 5.0/5
- (8 jobs)
Experienced accoutant with over a decade of experience. Ranging from Public Audit with KPMG, to managing accounting teams at large government contractors in the DC area, to acting as controller/fractional CFO for small to medium sized businesses in a variety of industries. My focus has transitoned to helping provide outsourced accounting solutions to small to medium sized businesses because I believe I can have a larger and more profound impact. I have experience with a variety of industries including, real estate, construction, manufacturing, service businesses, retail, hospitality and cannabis. Below is an outline of the services I provide: -Review and audit of bookkeeping systems and data -Process improvement reviews and analysis -Financial Statement Prepartion and Reviews -Valuation Report and Analysis -Budgeting/Forecasting -Cash Flow Analysis and Forecating -Financial Audits -Fractional CFO I have excellent computer skills, including Microsoft Office programs, QuickBooks Online, Xero, Sage Intacct, Bill.com, Dext, ADP, Paychex, Gusto, T-sheet (QuickBooks Time) and Google suite to name a few. I look forward to working with you and if you have any questions feel free to reach out! Thanks, Ramzi DridiFinancial AnalysisBookkeepingCost AccountingForecastingQuickBooks OnlineFund AccountingAccounting Principles & PracticesKPI Metric DevelopmentFinancial AccountingFinancial AuditIntuit QuickBooksMicrosoft ExcelMonth-End Close Assistance - $20 hourly
- 5.0/5
- (192 jobs)
Much technical and business writing must take English form. My diverse background may be useful in 'nativizing' the English for important documents. Fixed-price, one-page "test jobs" are most welcome. They are ideally suited to develop trust in a new client relationship risk-free. Prospective clients may have me edit, draft or analyze a one-page sample for evaluation. Working directly with principals is far preferred over dealing with agents since direct dealings save time and money for clients while simplifying the communication channel. Regression-analysis services are available, especially for laboratory experimental datasets: variable significance testing, multi-collinear risk detection, residual imbalance assessment, measurement scatter troubleshooting, and linear transformation development. Sampling of prior lab-data regression work is available on request. My long-standing "Statement of Investment Principles" detailing all transactions and performance (12.3% vs. 9.3% S&P 500) over a ten-year period (Jun 1996 - Dec 2006) is available on request. Where science and investment cross paths, I may be of unique service. *** STREAMLINED EDITING PROCESS ($2.50 per 100 words) *** Ideally, our editing workflow can be ultra-direct: original text, initial freelance edits, client direct re-edit, final freelance edit suggestions. Smaller, text-only, non-graphical files are ideal for section-by-section, prose-only drafts and edits -- my main Upwork activity. *** BROAD PORTFOLIO OF ASSIGNMENTS *** Business plan re-write seeking 500k EUR capital to ramp up production of a most advanced home-care monitor for US and UK markets. Business plan executive summary re-write for a 'fin-tech' company seeking 20M EUR initial capital and a 250M EUR second round for banking licenses. Written white paper "Construction-Site Fatalities and Injuries: Exposure Reduction by an Innovative, Technological Solution" Written business analysis "First Solar: Land-Intensive, Seasonal, Part-Time Energy" Rotterdam School of Management article edits (12): "Never Change a Winning Team?" "Temporary De-Embedding Buyer-Supplier Relationships: A Complexity Perspective" "Allocating Resources to New Product Technologies: Adapt, Disrupt, or Both?" "Strategic Alliances and Industry Shocks: An Attention-based View" "In-house Crowdsourcing: the Role of Team Formation" "New Product Development in an Omnichannel World" "Shape the Future or Not? How Performance Orientations Affect Innovation Strategy" "Do Disruptive Visions Pay Off? The Impact of Disruptive Entrepreneurial Visions on Venture Funding" "Creativity and Innovation Under Constraints: A Cross-Disciplinary Integrative Review and Research Agenda" "Knowledge Acquisition and Complementary Specialization in Alliances: The Impact of Technological Overlap and Alliance Experience" "Performance Feedback and Middle Managers’ Divergent Strategic Behavior: The Roles of Social Comparisons and Organizational Identification" "The Trade-Off Between Opportunistic Private Benefit Extraction and Common Benefit Potential in Alliances: the Interplay of Competitive and Cooperative Behavior Regarding Differential Benefits in U.S. Joint Ventures" "Improving order-fulfilment responsiveness via flow-shop model: Field study at a European distribution centre" Statistical analysis "Skills-Based Instruction vs. Meaning-Based Instruction in Reading” Multiple regression analysis of window's thermal-optical performance for use in skyscraper double-skin façade energy simulation Quantitative benefits of a nano-tech spray coating that eliminates heat exchanger corrosion while boosting conductivity. "Improving service life of magnesium reduction steel retorts against creep collapse by structural modification" "Sharing of Crisis Information in Social Media: The Roles of Distance, Perspective-Taking, and Feelings" "Social Engineering Security for Information-Communication Technology Systems" "Women's Labor Market Opportunities and Fertility Decisions: Evidence from Sri Lanka" *** BUSINESS PLAN (BP) PHILOSOPHY ($500) *** After completion of a brief questionnaire, our BP format will initially showcase: 1- a customized "business-specific" Table of Contents 2- a unique "Key Business Questions Answered" page 3- a well-reasoned Executive Summary featuring the most salient business metrics What I can bring to the table is the investor's viewpoint. Since investors like myself value "margins of safety", conservative financial exhibits are best. ABC/CNBC's "Shark Tank" or "The Profit" fairly depicts the key investment issues: How much does it cost to operate? What price can be charged? How many units have been sold? What unique advantage do you have? How will new capital be used? Warren Buffett has often bought businesses after reading just one page. That is the very page that we want to draft to outline a compelling anatomy of your business.Financial AnalysisProofreadingData AnalysisAcademic WritingBusiness WritingQuantitative AnalysisMechanical EngineeringTutoringBusiness PlanCopy Editing - $125 hourly
- 5.0/5
- (16 jobs)
I help entrepreneurs build profitable businesses through tax, accounting, & CFO services. My approach is top-down and begins by understanding your pain points and project goals. We then deploy a solution that pushes your business forward. Here's how I help: - Startup: business plans, business entity formation; - Accounting: bookkeeping, payroll, bill pay, invoicing, budgets, financial models; - Tax: tax returns (personal & business), tax plans & estimates, tax consulting; - Strategy: coaching, process design; We’ll start with a complimentary consultation call in which I learn about the current state of your business. I’ll then present you with my recommended options and a price estimate. If you wish to move forward, I’ll work quickly to deliver within the agreed upon timeline. Along the way, I will proactively communicate any issues should they arise. I understand that communication and timeliness are key components of a successful project. My accounting background is diverse and includes roles as auditor, consultant, and CFO. Past clients include large multinational corporations, medium-sized tech startups, and small not-for-profits. I bring these values to each engagement: - Tech-forward & digital-centric - Pragmatic & risk-minded tactician - Attentive & empathetic listener - Honest communicator - Big-picture thinkerFinancial AnalysisQuickBooks OnlineCorporate TaxInternal AuditingFinancial ModelingData VisualizationCPATax LawBookkeepingBudget ManagementIntuit QuickBooks - $95 hourly
- 4.8/5
- (26 jobs)
I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.Financial AnalysisFinancial Policies & ProceduresInsurance & Risk ManagementCorporate GovernanceStartup ConsultingBusiness Planning & StrategyCash Flow AnalysisFinancial AccountingCash Flow ModelingFinancial ModelingPro Forma Statement - $75 hourly
- 5.0/5
- (83 jobs)
-Specializes in building forecasting models across several business industries, reporting tools, and data visualization reports/dashboards -10.5+ years of work experience with financial reporting, forecasting, and modeling -Experience creating recurring revenue & SAAS models -Creating and maintaining excel forecasting models (Revenue & Costs.) -Strong problem-solving skillsFinancial AnalysisBusiness CasesPresentationsData EntryAccuracy VerificationData AnalysisData VisualizationForecastingMicrosoft ExcelSpreadsheet SoftwareFinancial Modeling - $150 hourly
- 4.9/5
- (9 jobs)
I have had the opportunity to work for some of the greatest companies in the US. Throughout my employment experience, I have been on teams that have conquered some of the biggest business challenges. My services include: Pitch Deck Creation Financial Forecasting Budget Creation & Reporting Key Performance Indicators Program Management Dashboard Data VisualizationFinancial AnalysisBusiness AnalysisIntuit QuickBooksMicrosoft PowerPointCash Flow AnalysisFinance & AccountingCorporate FinanceManagerial FinanceBusinessBusiness ConsultingBusiness TransformationDashboardMicrosoft Excel - $85 hourly
- 5.0/5
- (3 jobs)
Detail oriented individual with a passion for process design and data analysis. Over 8 years of experience in management, corporate finance, and data analysis. Highly skilled in excel and VBA, experienced in automating excel processes and building complex financial models.Financial AnalysisJavaFinancial ModelingVisual Basic for ApplicationsPower QueryMicrosoft ExcelMicrosoft Power BIData AnalysisPython - $64 hourly
- 4.8/5
- (24 jobs)
Fortune 500 sr. finance manager with 10+ years of experience building Excel or Google Sheets like financial models, startup models, financial projections, dashboards, pitch decks, automated spreadsheets, CFO responsibilities and more. Recently helped model and raise $10M for a software startup. Let's connect today. -BradFinancial AnalysisMicrosoft PowerPointMicrosoft ExcelExcel MacrosExcel FormulaPower QueryFinancial AccountingChart of AccountsFinancial ConsultingAutomation - $75 hourly
- 5.0/5
- (1 job)
I thrive on providing insightful enterprise partnering for entrepreneurs. Together, we'll use your data to drive growth-oriented decision making. Areas of expertise include: * commercial financial analysis, including modeling and visualization * business valuation and acquisition * compliance and risk management, including insurance needs * leadership with banking and accounting partners, including 3rd party audits * cash flow forecasting and projecting * accounting team supervision, including journal entry, chart of account creation and maintenance, reconciliation, and year- or period-end reporting in accordance with GAAPFinancial AnalysisBusinessCompany ValuationMicrosoft ExcelQuickBooks OnlineAnalytical PresentationInsurance & Risk ManagementAccounting Principles & PracticesManagement AccountingPeople ManagementFinance & AccountingForecastingAccountingGAAPFinancial AuditPayroll AccountingCash Flow Analysis - $110 hourly
- 5.0/5
- (29 jobs)
Economic Consultant and Data Scientist with a combined 5+ years experience in data analytics, machine learning / artificial intelligence, and statistics. I help businesses maximize their growth potential through data-driven solutions and assist clients with whitepapers / research projects via advanced statistical methods. No task and/or project is too small nor big. With my full commitment to client services and rigorous quantitative analysis, I will work to meet the most exacting standards of quality. DATA SCIENCE / STATISTICAL TOOLS ► R / Python ► SQL ► Microsoft Excel (Macros / VBA) ► LaTeX ► VWO / Convert Experiences / GA4 ► RShiny / Power BI / Tableau EXPERTISE AND SERVICE AREAS ► Econometric and Statistical Modeling (e.g., Forecasting, Causal Inference, and Marketing Mix Modeling) ► Financial Modeling ► Database Management / Engineering ► Data Visualizations ► Business Analytics (e.g., A/B Testing, Survey Analysis, and Customer Behavior Analysis) ► Business, Economic, Public Policy, and Academic Research Reports ► Data Scraping ► Machine Learning, Natural Language Processing, and Artificial Intelligence Communication is everything. Please do not hesitate in reaching out!Financial AnalysisMultivariate StatisticsForecastingEconometricsAutomationQuantitative AnalysisResearch & StrategyMachine LearningData ScienceStatisticsData AnalysisData VisualizationRMicrosoft ExcelPython - $40 hourly
- 5.0/5
- (1 job)
Philanthropy is the driving force behind transforming ideas into extraordinary social impact. As a nonprofit management consultant with eight years of experience, I have partnered with various federal and nonprofit organizations in the health, social justice, education, and human services sectors to craft compelling stories that creatively spotlight their mission and vision. Whether you need more funding sources to sustain or expand current projects or just starting out and need support for project/program development, I can help your organization further its mission by securing the necessary grants for today's and tomorrow's advocacy and community initiatives! Here is what I have accomplished for clients, including the expertise you can expect from me: Award-winning Grant Writing: Perform multiple grant writing projects simultaneously, including maintaining deadlines, collecting appropriate materials, and crafting persuasive narratives. Research: Explore various grant opportunities from foundations, corporations, and government agencies to select those that align with the organization's project needs. Interpret and analyze Requests for Proposal (RFPs)/ Notices of Funding Availability (NOFAs) requirements/specifications and pre-award activities for securing federal, state, local, and private funding sources. Conduct literature reviews and research and compile data in support of grant proposal and, or application development. Budget Formulation and Fiscal Analysis: Develop detailed budget narratives describing expenses and funding, including financial rationale and budget justifications. Prepare annual and special reports and evaluate budget proposals. Analyze data to determine the costs and benefits of various programs and recommend funding levels based on their findings. Grants Management: Tracked awarded grant funds and submitted and approved invoices in coordination with the fund reporting cycle. Maintained electronic and paper documentation of grant records, contracts, and budgets. Expert user of the following grant management software: Foundant, Bloomberg, AmpliFund, GrantHub, Fluxx-Grantseeker, and Salesforce.org-Nonprofit Cloud. Adept at using the following accounting software: Sage Intacct, QuickBooks Online, AS400 -BAI, and NetSuite. Let's win the financial support you need to make a difference!Financial AnalysisData EntryJournal EntriesMonth-End Close AssistanceBank ReconciliationPayroll AccountingTax PreparationAccounts ReceivableAccounts PayableAccountingBookkeepingBudget PlanningStrategic PlanningFinancial Management - $45 hourly
- 5.0/5
- (17 jobs)
Nick is a Senior Consultant at one of the Big 4 Consulting Firms. He specializes in financial management, data analysis and stakeholder engagement to drive meaningful impacts to clients. After working closely C-suite and director level business leaders developing strategic action plans, Nick also drives his recommendations as part of the delivery team. His core strengths include creating financial models, management, and developing strategic solutions for executive-level clients.Financial AnalysisData AnalysisDigital TransformationEnterprise Resource PlanningAnalytical PresentationHuman Resource ManagementData EntryFinancial Modeling - $50 hourly
- 5.0/5
- (1 job)
I am proficient in utilizing advanced Excel skills gained through my two degrees (Finance and Industrial Engineering), as well as experience working as a Financial Analyst for a mid-sized engineering firm. I can assist in anything that can be done in Excel, including: - Data analysis and Visualization - Financial analysis and modeling - Streamlining and/or automating processes involving anything numbers related I have experience in a professional setting, and am great with detecting client needs and translating them into a solution.Financial AnalysisFinancial ReportingFinancial ModelingInformation AnalysisAnalytical PresentationData AnalysisMicrosoft Excel - $75 hourly
- 5.0/5
- (1 job)
I'm an Experienced Real Estate Investment Analyst with comprehensive background in Real Estate Brokerage services, CRE Private Equity Syndication + JV placements, Corporate M&A, and Alternative Asset Management. I'm seeking to leverage analytical skills in working with Institutional Resi/CRE operators and Accredited Investors for various investment consulting services. I'm also the Founder and Managing Principal at Lucrum Companies. Lucrum Companies is a financial technology firm in the alternative investment market, with a primary focus on real estate and real estate-related securities. Specifically, we are a group of four Investment Management and Services Businesses: Lucrum Capital Advisors (Alternative Investment Advisor), Lucrum Capital Securities (Real Estate Investment Bank), Lucrum Realty (Commercial Real Estate Brokerage), and Lucrum Capital (Real Estate Hedge Fund). In an ever-evolving market, Lucrum's mission is to harness the latest advancements in fintech to deliver unparalleled value in alternative asset management and services. Our client-centric approach drives every decision, ensuring that their evolving needs remain at the forefront of our operations. Lucrum's core strategy is to deliver this value by engineering and deploying technological solutions that practically solve key problems for investors and operators in the alternative investment marketplace (primarily in real estate and real estate-related securities) surrounding market transparency, liquidity, value optimization, and transaction efficiency. Our Intermediary Businesses are Fully Registered and Licensed by All Regulators: LCS (Private Placements Broker-Dealer - FINRA/SEC and Virginia), LCA (State Registered Investment Advisor- Virginia), and Lucrum Realty (16 States Across All Major Regions - VA, DC, MD, FL, GA, NC, TN, PA, NY, MA, IL, TX, CO, CA, NV, and WA) Please see my LinkedIn profile for more info, including proof of licensing and credentials (i.e. Real Estate Broker, Broker-Dealer, and Investment Advisor Licenses).Financial AnalysisPrivate EquityAcquisitionsReal Estate Business PlanMarket AnalysisProject ManagementFinancial Analysis & ValuationReal Estate Financial ModelingReal Estate AcquisitionInvestment StrategyInvestment BankingInvestment ResearchReal EstateMicrosoft ExcelFinancial Modeling - $55 hourly
- 4.7/5
- (6 jobs)
I’m a commercial/multi-family, retail and self storage real estate professional experienced in problem solving, assessing risk, financial reporting, lending, insurance for owners, managers, lenders and investors. Whether you’re trying address specific concerns at a property or determine the direction of the portfolio I can help. Knows - Lending, Reporting, Risk Management, Insurance Coverages Full project management from start to finish Regular communication is important to me, so let’s keep in touch.Financial AnalysisYardi SoftwareAppFolioFinancial RiskFinancial ReportingFinancial ManagementFinance & AccountingReal Estate Investment AssistanceReal Estate Financial ModelingReal Estate Financial ModelReal EstateProblem SolvingFinancial ReportFinancial Projection - $150 hourly
- 5.0/5
- (2 jobs)
I'm a professional investor that specializes in acquiring and growing small and medium privately-held businesses. I also provide coaching and advice to executives and managers to help them maximize the value of equity in their most important project - the business that they created. Most business coaches are great at selling you coaching services. But they don't really know what maximizes the value of your company, because they don't buy companies for a living. They sell coaching services for a living. Here is what I can advise you on: ✅Operations Troubleshooting - Lets solve the biggest bottleneck your team has right now to keep them working. ✅Cash Flow - Increase cash flow from operations right now. ✅Scaling - Develop the plan that fits with your capital requirements on how to grow your company. ✅Marketing - How not to waste money on ads, email, PPC, SEO, SEM, CRMs, copywriting, social media, and any other direct to consumer marketing - and how to do it correctly. ✅IT Infrastructure - What's the best technology stack that protects your business assets and keeps your employees productive - Cloud, MDM, RMM, policies management, device acquisition. ✅Sales - What a sales team needs to go out and win for you. ✅Hiring and Building your Team - What's the next player you really need, and where are you going to find them. I truly enjoy meeting new business owners and hearing about what you do, and while I may not invest in your company today, I am happy to guide you along the journey and help you maximize the value of your business. Drop me a note to setup a free intro call.Financial AnalysisVenture CapitalPrivate Equity - $47 hourly
- 5.0/5
- (0 jobs)
I am a corporate-grown project manager with a passion for organizing, building efficiencies & cross-departmental collaboration. I've always worn multiple hats with an impeccable ability to mutli-task and flawless attention to detail. I enjoy moving quickly but efficiently, and will bring positive energy to any project!Financial AnalysisCross Functional Team LeadershipPricing Strategy ConsultingProposal WritingPower QueryBudgetProject ManagementEvent ManagementCorporate Event PlanningSales OperationsInterpersonal SkillsTeam ManagementAsanaMicrosoft Project - $125 hourly
- 4.8/5
- (19 jobs)
AS an Enrolled Agent with a Masters Degree in Accounting and Financial Management, I provide professional consulting and specialist services to businesses and inviduals focused on solutions for their tax, immigration, and international business needs. This is not limited Tax Preparation, Business Plans, EB5 investor visa documentation and immigration documentation. I provide higher level accounting services for U.S. and Foreign Corporations including business services such as incorporation. I am particularly able to do tax returns and help with the financial evaluation of real-estate 1031 exchanges and complex personal and business tax returns.Financial AnalysisImmigration LawBusiness PlanCorporate TaxManagement AccountingInternational TaxationHuman Resource ManagementTax Preparation - $75 hourly
- 5.0/5
- (26 jobs)
I am an expert in securing SBA funding for your business. I will create a strong loan package, leverage my lender network, and work with you throughout the application process to ensure successful funding of your SBA loan request, as well as provide bridge funding and credit lines as needed. I am also available to provide an analysis of your growth strategies and potential acquisition to ensure positive cash flow.Financial AnalysisBusiness ModelingFinancial ModelingAccountingBusiness Proposal WritingMicrosoft ExcelJavaScript - $40 hourly
- 5.0/5
- (3 jobs)
I currently have 17 years experience in Residential and Multi-Family Construction. Experience in Sales, Marketing, Estimating, Purchasing, Construction Budgeting, and Project Management. Liberty University Master of Business Administration (MBA), Marketing 2013-2015 Indiana University Bloomington Bachelor of Business Administration (BBA), Finance & Economics 2002-2006Financial AnalysisMicrosoft OfficeMarketing StrategyConstruction Management SoftwareEngineering, Procurement & ConstructionConstruction Document PreparationPre-ConstructionProject ManagementConstruction EstimatingPurchasing Management - $60 hourly
- 5.0/5
- (50 jobs)
I am a highly experienced commercial mortgage banker, underwriter, analyst, and former senior bank executive located in Richmond, VA with an extensive background in all aspects of commercial real estate analysis, loan underwriting, and lending. My expertise is the result of 33 + years' experience working as a Banking Executive/Senior Vice President for a number of different, well-known banks such as the former Wachovia Bank, Regions Bank, and RBC Centura, just to name a few. During the course of my career, I have placed loans, either directly through the banks that I have worked for, or through other third-party institutions, such as major Wall Street firms, large life insurance companies and other third-party bank and private specialty lenders. Individual transaction sizes have ranged from $1MM up to $100MM+, although my typical deal size range has been $2MM to $70MM. The loans placed were on many different property types, including apartments, offices, retail and industrial buildings, as well as hotels, self-storage facilities, mixed-use properties, and others. Uses of Funds for these various project types have ranged from simple refinances, to acquisition of such property types with value-add renovation opportunities, to other needed capital stack restructuring. Borrower clients have included both small and large private developer/owners, as well as publicly traded companies and REIT's, such as Wheeler REIT (a grocery-anchored shopping center owner that trades on NASDAQ) and also for United Dominion Realty Trust (UDRT), at one point the largest multi-family project owner in the country.. Consequently, over the course of my career, I have raised / placed more than $1 Billion, and I continue to do this type of work today for both private, as well as publicly traded and other institutional clients on a private consulting basis. The various types of funding that I continue to raise on my own include Senior Debt (through either traditional banks or through private "Stretch Senior" lenders), Mezzanine Debt, Pref Equity, LP money, and also GP or co-GP monies for new and existing commercial projects as well. As a result of my background, I possess a high level of skills in a number of areas related to commercial real estate finance: 1. Property Financial Analysis and Modeling, including such aspects as Sources and Uses, Capital Stack modeling, In-Place or Stabilized UW analysis, Construction Budget Analysis, and IRR Project Analysis, and more. 2. Loan Structuring & Underwriting 3. Loan Placement 4. Loan Closing I also have an extensive and deep level of computer skills with respect to Excel, Word and PowerPoint, with some additional experience in Argus and other related specialty programs as well. Recent / Current Projects: 1. $11.1MM in Pref Equity for a 372 Unit Apt Project in Houston, TX 2. $4MM in Senior Financing on a small Portfolio of Residential Properties in New England 3. $7.143MM on a Condo Development in Boston 4. $21.7MM in Senior Financing and $5MM in Pref / Mezzanine Financing on Multi-Family in Buckhead, GA 5. $5.1MM on the Acquisition of 2 Suburban Office properties in GA and TX 6. $105MM for a portfolio of Grocery-Anchored Shopping Centers 7. $171MM for a proposed condo project in Texas With respect to my educational background, I am a 1982 graduate of the University of Virginia (B.A Political Science), and I pursued my Masters in Business, with a concentration in Real Estate and Urban Land Development at Virginia Commonwealth University from 1986-1991. Overall, I have been in commercial real estate banking/lending since 1990. Prior to starting my graduate work in 1986, I performed Market and Feasibility Analysis work on proposed new construction projects from 1983-1986, while working for a Richmond-based feasibility consulting firm. I also worked briefly for a Virginia-based commercial real estate appraisal firm as well from mid-2017 to late 2020, doing appraisal work. As part of that work, I took and passed all required training regarding USPAP. ("Uniform Standards of Professional Appraisal Practice". These standards are set by the national oversight body for all appraisers, The Appraisal Institute). Given my broad and deep background in all aspects of commercial real estate analysis and underwriting, I would be glad to assist you with any such related work for any real estate project that you may be working on. Furthermore, I always do my best to be reasonable on the fees I charge, and depending on the complexity of each assignment, I am typically able to complete most work in 1-3 days. (Although time frames to complete larger, more complex assignments vary on a case-by-case basis and could take longer). And lastly, I am always willing to talk. So please feel free to reach out to me if you have any questions, or simply wish to discuss your specific project. I look forward to a chance to speak with you and to learn more about your assignment!Financial AnalysisReal Estate AcquisitionUnderwritingReal Estate AppraisalReal Estate Financial ModelingFinancial WritingCommercial LendingBusiness Proposal WritingBusiness WritingBusiness AnalysisFinancial Modeling - $40 hourly
- 0.0/5
- (1 job)
My name is Deanna Reina. I am an MBA, a realtor, and a writer. I am very detail-oriented and very professional. I am both creative and analytical, therefore I am inventive in helping you solve problems.Financial AnalysisSales & MarketingCopywritingCorporate Event PlanningBook WritingAdvertising ManagementManagement SkillsContract NegotiationSales WritingMarket Research - $25 hourly
- 4.6/5
- (2 jobs)
✅Startup Financial Model ✅ Financial Projections ✅Financial Statements ✅Bookkeeping I am a Chartered accountant having expertise in different fields of accounting and finance. My Services: 🌟 Bookkeeping 1) General Entries In excel & QuickBooks 2) Bank Reconciliation 3)Account Receivable Management 4)Account Payable Management 5)Income & Expenses Trackers 6) General Ledgers Management 7)Trial Balance 🌟 Financial Statements 1)Monthly & Annual Profit and Loss statement 2)Monthly & Annual Balance Sheet 3) Monthly & Annual Cash Flow Statement 4)Fixed Asset & Depreciation Schedule 5)Debt Schedule 🌟 Startup Financial Model for Funding 1)Monthly & Annual Profit and Loss statement 2)Monthly & Annual Balance Sheet 3) Monthly & Annual Cash Flow Statement 4)Dashboard 5)Summary 6)Revenue & Pricing Model 7)Operating Expense Model 8)Capital & Capex Schedule 9)Sensitivity Analysis 10)Scenario Analysis 11)Break even Analysis 12)Startup Costs 13)Financial Plan with Pitch deck ✅Why Choose Me? 1)Expertise 2)Custom Solutions 3)100% Money back guarantee 4)100% Client Satisfaction 5)Unlimited Revisions Let's Elevate Your Business!Financial AnalysisBudgeting & Forecasting SoftwareFinancial Analysis & ValuationBusiness Plan WritingFinancial PlanPitch DeckFinancial StatementIntuit QuickBooksBookkeepingForecastingFinancial ProjectionFinancial Modeling - $50 hourly
- 0.0/5
- (0 jobs)
I am a skilled professional in the area of Accounting, Taxation, Auditing and Financial Management with over 10 years of experience in both public and private accounting across various industries. I provide outsourced virtual accounting that supports and enhances startups, small and mid-sized companies with their Bookkeeping, Payroll and Taxation needs, whether it's one-time or perpetual. I look forward to developing long-term relationships with my clients who want to grow their businesses with complete assurance that their accounts and finances are properly managed.Financial AnalysisMicrosoft OfficeFranchise TaxInternal AuditingSales TaxMicrosoft Dynamics 365Bank ReconciliationAccount ReconciliationGAAPSageIntuit QuickBooksBookkeepingFinancial ReportAccountingAccounting Software - $50 hourly
- 0.0/5
- (1 job)
As a seasoned accounting and finance professional with over 15 years of extensive experience, I bring a wealth of knowledge and a proven track record in diverse financial roles. My career encompasses significant achievements in public accounting firm audits, Sarbanes-Oxley internal audits, and key leadership positions such as CFO, Controller, and Vice President of Finance. Adding value to your business is my overall objective. I expect to achieve this through my comprehensive expertise, attention to detail, and results-driven focus. My areas of expertise include Financial Reporting, Budgeting & Forecasting, Bookkeeping, Quickbooks, and Accounting data clean up for reportingFinancial AnalysisBusiness Planning & StrategySarbanes-Oxley ActForecastingInternal AuditingAccounting Principles & PracticesFinancial AccountingInternal ControlGAAPMicrosoft SharePointMicrosoft OfficeIntuit QuickBooksFinancial ReportingAsset ManagementFinancial Audit - $25 hourly
- 5.0/5
- (1 job)
Eric has worked in multiple industries as a finance and accounting professional, including financial services, retail, fast-casual restaurants, and real estate. Eric's range of responsibilities included managing client engagements at Deloitte, monthly close, treasury operations, management reporting, financial planning and analysis, budgeting, earnings release script reviews, as well as software implementation. Eric graduated with a bachelor's degree in accounting from University of Illinois at Chicago.Financial AnalysisMicrosoft PowerPointBudget PlanningFinance & AccountingMicrosoft Excel - $60 hourly
- 5.0/5
- (1 job)
Hi there! Ivy here, Providing full-cycle project and program management support to clients with U.S. and international operations and helping clients develop, implement, streamline, and manage projects I am an Administrative and Business Operations professional with experience in Client Liaison, Business Development, Finance, Travel Management, and Executive support in private, international, government, commercial, and non-profit organizations. Skilled in Strategic Communication, Conflict Resolution, Contract Negotiations, Program Implementation, Finance, and Business Development. Achievements Program Implementation: Projects include: • Managing the administrative segment of the project cycle from inception to completion. • Managing multiple projects and ensuring tasks are executed and in line with the SOW • Providing program implementation guidance to the executive team. • Providing weekly, monthly, and quarterly project status reports to senior management. • Liaising with vendors, contractors, and all stakeholders to ensure on-time deliverables. Client Relationship Management: Projects include: • Developing client expansion strategies and identifying growth opportunities. • Assessing and evaluating client needs and priorities and presenting solutions as needed. • Identifying and process improvements and policies driving client complaints • Mentoring new staff on customer success initiatives and client retention. • Serving as a point of contact for multi-unit teams responsible for client success. Administration and Operations Management: Projects include: • Managing communications for executive offices ensuring effective transfer of information • Providing weekly status reports and briefing senior management on project issues and updates • Establishing and maintaining financial tracking tools for multiple projects and budgets. • Synthesizing financial narratives and operational data with $1B annual revenue. • Collaborating with staff to ensure excellence and efficiency in operations . Business Development: Projects include: • Building tangible relationships with clients to increase business growth and retention. • Coordinating sponsorship events as well as other business development activities. • Cultivating partnerships with stakeholders to increase revenue • Promoting business development through client engagements and strategy implementation. Sectors I have worked with: • Management Consultant - Multiple Non Profits • Lead Federal Travel Administrator (FATA) at Health and Human Services - Government • Business Development - Private sector • Finance Analyst - Multiple USAID grant projects Education West London College - Institute of Tourism Bachelor of Arts, Tourism & Business Administration London, United Kingdom International Air Transport Association (IATA) Professional Certificate in Travel Management Montreal, Canada Tools: Sales Force, LinkedIn Sales Navigator, G-Suite, Dropbox, Skype, Calendly, Webex Teams, Zoom Meetings & Webinars, Google Meet, Microsoft Office SuiteFinancial AnalysisVirtual AssistanceEmail CommunicationTravel PlanningEvent PlanningStrategic PlanningCommunication StrategyProject ManagementProject FinanceCustomer Relationship ManagementAdministrative SupportExecutive SupportBusiness OperationsBusiness DevelopmentMicrosoft Office Want to browse more freelancers?
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