Hire the best Financial Analysts in Washington

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$100 hourly
Jacques S.
- 4.9/5
- (55 jobs)
A highly experienced Certified Public Accountant (CPA) with a solid track record spanning more than ten years in the fields of accounting and finance. A seasoned professional who is adept at delivering top-notch tax preparation services, ensuring accuracy and strict compliance with the latest tax laws. Focused on maximizing benefits and minimizing liabilities while catering to a diverse clientele, including individuals, small businesses, and larger corporations. Committed to providing personalized attention and strategic financial guidance, and a go-to resource for navigating the intricacies of tax season with confidence and ease.

Financial Analysis
Corporate Tax
Tax Certification Submission
Tax Planning & Advisory
Tax Strategy
Taxation
Tax Theory
Tax Law
Taxes
Microsoft Office
CPA
Financial Reporting
Tax Accounting
Tax Return
Tax Preparation
$115 hourly
Brian W.
- 4.8/5
- (70 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 Strategy
Project Risk Management
Organizational Development
Financial Management
Organizational Behavior
Investment Research
Marketing Strategy
Business Coaching
Career Coaching
$60 hourly
Amanda C.
- 4.9/5
- (38 jobs)
I am a highly qualified and accomplished professional with a solid accounting and finance education. I graduated from Colorado State University with a Master of Science in Professional Accounting and from George Fox University with a Master of Business Administration. I am a QuickBooks Online Pro Advisor, an Intuit Certified Bookkeeping Professional, and a Certified Professional Bookkeeper from the National Association of Certified Public Bookkeepers, among other certifications and programs. I have an active PTIN and EFIN, have completed the Annual Filing Season Program, and am working towards becoming an Enrolled Agent (tax expert). As the proprietor of 43 North Accounting, LLC since March 2017, I have substantial experience offering bookkeeping and tax preparation services to small business clients. I have optimized processes to increase productivity, prepared financial data entry, error correction, and verification, designed bookkeeping certification coursework, and taught it to students seeking career advancement. Among my monthly clients are real estate and construction companies, nonprofits, and business consultants. Since January 2019, I have also worked as a Financial Administrator for a local non-profit. I have managed biweekly payroll, processed W-2s and 1099s, processed weekly accounts payable, managed grant processing, processed accounts receivable, audited sales data, and ensured tax compliance in this capacity. In addition, I have prepared monthly reports for the board of directors, managed the creation of forecasts and budgets, and managed employee documentation. I worked as a Live Bookkeeper at Intuit. I provided general bookkeeping services, advised clients to improve workflow and comprehension of accounting practices related to their business and industry, and made extensive use of QuickBooks Online and QBTime in this role. I have extensive experience in accounting, tax preparation, financial administration, and advisory services. My certifications and completed programs demonstrate my dedication to remaining current with industry standards and practices, while my experience demonstrates my exceptional skills and knowledge.

Financial Analysis
Financial Statements Preparation
S-Corporation
Xero
Limited Liability Company
Wave Accounting
Payroll Accounting
General Ledger
Account Reconciliation
Microsoft Excel
Bookkeeping
Intuit QuickBooks
Tax Preparation
$60 hourly
Tamara C.
- 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 Training
Content Writing
Research Methods
Pitch Deck
Qualitative Research
IBM SPSS
EViews
Market Analysis
Marketing Analytics Report
Econometrics
Communications
Statistical Analysis
Quantitative Analysis
Case Studies
$200 hourly
Darren H.
- 5.0/5
- (32 jobs)
Are you navigating the complexities of integrating sales and marketing technologies to drive insights and performance? With over 14 years of hands-on experience, I specialize in harnessing the power of Salesforce and HubSpot to unlock transformative business insights and efficiencies. My journey spans from intricate technical design to seamless operations and support in production systems, with a special focus on analytics, reporting, and leveraging AI/ML to elevate business strategies. Transformative Business Insights and Integration Mastery Beyond merely connecting systems, my approach integrates deep business acumen with cutting-edge analytics and AI/ML capabilities to propel sales and marketing outcomes. My recent projects have not only streamlined operations but also amplified lead generation pipelines by over 50% through strategic marketing campaigns and data-driven decision-making integrated with Salesforce and HubSpot. With an MBA in Operations Management, I excel at optimizing business operations and processes. My hands-on experience extends to enhancing live sales and support centers, refining CRM systems, and driving operational excellence. Certified Expertise for Advanced Solutions Salesforce Certified Platform App Builder Salesforce Certified Sales Cloud Consultant Salesforce Certified Service Cloud Consultant Salesforce Certified Administrator Salesforce Certified Data Management Architecture Designer HubSpot Reporting Certified Graduate-Level Certificate, Data Science In addition, my expertise in data analytics and AI/ML applications within these ecosystems allows for innovative solutions that not only meet but exceed business requirements.

Financial Analysis
Salesforce
Instructure CANVAS
Content Marketing
Enterprise Architecture
Tableau
Lead Generation
Information Technology Operations
HubSpot
API Integration
Python
Business Process Reengineering
Oracle Siebel
Software Integration
Solution Architecture
$250 hourly
Ryan H.
- 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 Valuation
Due Diligence
Go-to-Market Strategy
CPA
Business Valuation
Business Strategy
Acquisitions
Cash Flow Analysis
Business Analysis
Management Consulting
Mergers & Acquisitions
$145 hourly
Joseph H.
- 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 Operations
Business Strategy
Lean Startup
Venture Capital Consulting
Startup Consulting
Marketing Strategy
Business Analysis
Business Plan
Mergers & Acquisitions
Management Consulting
$250 hourly
Uma D.
- 5.0/5
- (2 jobs)
Hello, My name is Uma Deepak. I am a Finance leader with ~20 years of experience in leading high-growth businesses and influencing decision-making at companies like Amazon (AWS), Microsoft, Philips and Morgan Stanley. I have owned financial controllership for multi-billion dollar contracts, led new product launches as a Finance Partner, monitored product margins through FP&A and streamlined operations using KPIs and business metrics. I have experience building and leading teams and partnering with Business teams to scale growing businesses and drive focus on key financial metrics using a data-driven approach. I can easily switch gears from leading teams to rolling up my sleeves and accomplishing complex goals, with my advanced financial modeling skills, working knowledge of SQL and data visualization tools. I started my consulting firm in November 2022, because I wanted to pursue my passion to serve businesses such as yours, as a trusted business advisor and Fractional CFO. I bring strategic insights on how a business can scale effectively, that are driven by nearly two decades of corporate experience at Fortune 500 companies. I understand business fundamentals and what metrics matter to growth.

Financial Analysis
Financial Projection
Financial Modeling
Business Presentation
Financial Report
Amazon Web Services
Cash Flow Analysis
Strategy
Finance & Accounting
Business Plan
$125 hourly
Jerald C.
- 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
Accounting
Microsoft Excel
Management Accounting
Financial Accounting
CPA
Forecasting
Cash Flow Analysis
Financial Reporting
Financial Management
$100 hourly
Aron R.
- 5.0/5
- (63 jobs)
Hello, Aron here for all your real estate analysis needs! Currently, I work for a top retail REIT (Real Estate Investment Trust) as an analyst where I have underwritten/analyzed high-quality shopping centers across the country. Before that, I was an analyst for a Top 20 real estate private equity firm that specializes in self-storage properties. My career in real estate started working as a commercial real estate credit analyst, where I underwrote the full spectrum of property types (Multifamily, storage, office, and retail), of loans totaling over $350MM. I am an expert in excel, with skills including complex equations (use of xlookup, hlookup, vlookup, index/match, and more), pivot tables, and creating analysis from scratch. I am also an expert in Argus, for underwriting retail and office properties. I understand what is required to compute thoughtful, analytical, and actionable analyses on properties. I respond to all requests within a 24-hour window and always aim to provide high-quality work. Happy to connect, and look forward to working with you.

Financial Analysis
Pitchbook
Presentations
Argus
Investment Research
Underwriting
Financial Modeling
Financial Report
Analytical Presentation
Economics
Real Estate Financial Modeling
Financial Statement
Cash Flow Analysis
Company Research
Microsoft Excel
$35 hourly
Martial O.
- 5.0/5
- (1 job)
Experienced and thoughtful Leader with extensive business acumen, proficient in leading highly effective teams and delivering innovative strategies to promote accountability and awareness around Diversity, Equity and Inclusion. Accomplishments * Integrated Diversity and Inclusion best practices throughout the workforce strategy and talent acquisition processes, resulting in a 30% increase in minorities and women in leadership. * Led Sustainability initiatives resulting in 83% plastic reduction, and 40% reduction in food waste. * Successfully managed multi-site and multi-functional teams of management and hourly employees serving over 4,000 guests daily.

Financial Analysis
Budget
Training
Event Planning
Customer Satisfaction
Strategy
Resolves Conflict
Leadership Skills
Google Sheets
$125 hourly
Matthew S.
- 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
Analytics
Budgeting & Forecasting Software
Financial Reporting
Business Strategy
Microsoft Excel
Data Analysis
SQL
Business
Business Intelligence
Finance
Financial Planning
Financial Modeling
$85 hourly
Kaitlyn M.
- 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 Reporting
Business Presentation
Financial Analysis & Valuation
Financial Plan
Corporate Finance
Financial Presentation
Finance & Accounting
Finance
Microsoft PowerPoint
Financial Modeling
Financial Planning
Microsoft Excel
$200 hourly
Rene B.
- 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 Strategy

Financial Analysis
Project Management
Agile Project Management
Marketing
Change Management
Business Transformation
Strategic Plan
Management Consulting
Business Consulting
AI Consulting
Startup Consulting
Pitch Deck
PowerPoint Presentation
Go-to-Market Strategy
Strategy
$150 hourly
Lori F.
- 5.0/5
- (1 job)
Forbess Financials is a boutique firm dedicated to providing personalized financial solutions for clients of all sizes. Our approach involves cultivating strong client relationships from the outset, allowing us to tailor our services to meet specific needs effectively. With a team boasting extensive experience in with companies across diverse industry verticals, we specialize in a wide range of financial services. These include but are not limited to financial reporting, data analysis, financial modeling, budgeting, and forecasting. Our track record spans across various sectors, encompassing large corporations, not-for-profits, small businesses, governmental entities, as well as multi-entity and multi-currency organizations. At Forbess Financials, we are committed to leveraging the collective expertise, experience, and education of our team to deliver optimal results for every client, every time.

Financial Analysis
Financial Modeling
Spreadsheet Skills
Microsoft Excel
Bookkeeping
Budgeting & Forecasting Software
Financial Reporting
$185 hourly
Andrea L.
- 5.0/5
- (372 jobs)
I’m thrilled to share that I’ve received the Expert Vetted Talent badge on Upwork, placing me in the top 1% of freelancers among 26 million on the platform! With a solid track record of 10 years on this platform and a 100% job success rate, I specialize in Excel and Google Sheets. I love developing high-end tools for various applications, including financial analysis, data visualization, commission calculators, pricing calculators, KPI trackers, dashboards, project management tools, checklists, and performance evaluations. My aim is to turn your ideas into spreadsheets that are not just functional and efficient, but also user-friendly and visually appealing. I hold bachelor’s degrees in finance and economics, graduating with honors, and I have a strong background in statistics and algebra, along with some graphic design skills to add that extra touch. I’m a methodical, organized, and detail-oriented professional who is genuinely passionate about providing exceptional service. I can’t wait for the opportunity to collaborate with you on exciting projects that inspire and challenge us both! Let's talk soon! Andrea

Financial Analysis
Spreadsheet Software
Economics
Spreadsheet Skills
Data Sheet Writing
Microsoft Office
Technical Documentation
Financial Modeling
ISO 9000
Financial Reporting
Data Analytics
Computer Skills
Microsoft Excel
Google Sheets
Graphic Design
$95 hourly
Joshua B.
- 5.0/5
- (7 jobs)
My life purpose is to use my unique background to help small businesses thrive. With my education and experience in banking and as a small business owner, I can use those different perspectives to help you better understand your business and build a strategy for success. "We have been working with Josh for quite a while now. Our company wouldn’t be as stable and successful without him. Working with Josh is one of the best decisions we have ever made." - Layton "Josh is a great guy to work with. He offers really good objective insights into improving your business!" - Brice

Financial Analysis
Commercial Lending
Corporate Finance
Intuit QuickBooks
Financial Projection
Business Plan
$175 hourly
Andrew I.
- 5.0/5
- (22 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 & Valuation
Financial Projection
Pro Forma Statement
Due Diligence
Corporate Finance
Financial Consulting
Business Strategy
Business Valuation
Mergers & Acquisitions
Business Operations
Financial Modeling
Business Transformation
Management Consulting
Marketing Strategy
$75 hourly
Matthew F.
- 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 analytics

Financial Analysis
Business Plan
Financial Writing
Investment Research
Financial Modeling
Business Valuation
Financial Planning
Microsoft Excel
Data Analysis
Report Writing
$175 hourly
Tim W.
- 4.7/5
- (24 jobs)
Over 13 years of NetSuite experience improving business operations, accounting and financial processes, streamlining supply chain management, and enhance customer relationships. I have extensive NetSuite experienced, including full implementations, customization, integration, development and NetSuite leading practices. I bring a comprehensive skill set to improve business operations, accounting and financial transparency, streamline supply chain management, and enhance customer relationships. I also have extensive experience with Quickbooks Online and managing full cycle accounting processes for small / midsize companies. NetSuite experience: ERP, CRM, WMS, SuiteCommerce Advanced, SuiteCommerce InStore, Marketing, Supply Management, Custom Searches & Reports, Workflows, Automation, FP&A TECHNOLOGIES Accounting & ERP: NetSuite (ERP, WMS, Payroll, SuitePeople, CRM), Quickbooks Analytics: NetSuite (SuiteAnalytics, Reports, Searches, Dashboards), Google Analytics, Microsoft Power BI, Tableau eCommerce: NetSuite eCommerce, Amazon FBA/FBM, SuiteCommerce, Shopify Marketing: Google Adwords, Bing Adcenter, Facebook Ads Software Suite: Microsoft (Adv. Excel, Word, Powerpoint, Outlook, Access), G Suite (Google Docs, Sheets, Slides) Remote Tools: Zoom, Hangouts, Google Drive, OneDrive, Dropbox, Asana, Todoist, Notion

Financial Analysis
Business Analysis
Management Consulting
NetSuite Development
NetSuite Administration
Automation
Bookkeeping
Data Visualization
Financial Reporting
Project Management
Intuit QuickBooks
Oracle NetSuite
$45 hourly
Kate E.
- 3.5/5
- (1 job)
Hi, my name is Kate and I help small business owners make timely and accurate decisions by providing 3 kinds of services: bookkeeping, business intelligence and continuous improvement. I have a Masters in Finance and Accounting. Currently, I am studying for the CPA examination. Merging my accounting background with my programming skills (VBA, SQL) allows me to solve problems and come up with creative solutions for business analysis, process improvement and automation. I am able to see all aspects of a company, how this information flows, and what is needed for all departments such as sales, management and shipping. ACCOUNTING - Acting as a Financial Controller for your business, I not only take care of your financials, but also your entire database as I believe the power is in the data. My passion and attention to detail will not allow me to skip any dollar that matters to your business. My accounting services include: - Managing Accounts Payable - Managing Accounts Receivable (including Cash Collection) - Preparing Bank & Credit Card Reconciliations - Managing Inventory (inventory valuations, inventory obsolescence write-offs, inventory counts) - Managing General Ledger (entering Month End Journals, preparing Accounts Reconciliations and analyzing discrepancies) - Commission calculation for Sales Reps - Payroll & Payroll Taxes, Employees set up - Balance Sheet and Profit & Loss Statement preparation - Any financial reports & analysis required by client The software I worked with: Quickbooks Enterprise Advanced Inventory, QuickBooks Online, AllOrders by NumberCruncher, Sage Intacct, Oracle. BUSINESS INTELLIGENCE - I build customized reports and dashboards to help companies control where they are and where they are going. My dashboards provide my clients with once place where their data is consolidated and presented in a user-friendly way. They serve not only CEOs but also various departments, managers, and other users such as sales and accounting – helping employees making informed business decisions every day. My favorite tools to build dashboards include excel using VBA programming and Tableau. CONITNUOUS IMPOROVEMENT - I do data conversions and migrations, I document procedures, and I prepare employees for change via guided trainings. I also design process controls and automate reporting to make sure that processes in your company are run smoothly. I believe that having inefficient processes and spending most of the day on time consuming, low value adding tasks is a nightmare of every business. Tools I utilize to do this are MS Excel, VBA and SQL. I would love a chance to connect, please reach out to me! Sincerely, Kate Edelman

Financial Analysis
Financial Statement
Bookkeeping
Visual Basic for Applications
Payroll Accounting
Accounts Receivable
SQL
Account Reconciliation
Accounts Payable
Microsoft Excel
$60 hourly
Jeanette M.
- 0.0/5
- (0 jobs)
Purpose Statement: My objective is to obtain a challenging position in a professional fast-paced environment where I can utilize my skills to grow and create value for the organization. Areas of Expertise * Financial statement preparation * Cash management forecasting * Balance sheet analysis & reporting * Company credit card administration * Income statement analysis & reporting * Expense reporting administration * Fixed asset management & reporting * Budget and forecasting preparation and reporting to management * Full cycle accounts payable * Daily bank reconciliations, SUMMARY OF QUALIFICATIONS * Results-oriented professional with multiple years of solid experience in financial statement analysis and reporting, fixed asset management and accounts payable * Strong planning, organizational, communication and interpersonal skills * Proficient in major accounting programs - NetSuite(ERP), PeopleSoft and Microsoft Advanced Excel

Financial Analysis
Payroll Accounting
Bank Reconciliation
Accounts Payable Management
Bookkeeping
Financial Accounting
Month-End Close Assistance
$180 hourly
Craig L.
- 0.0/5
- (0 jobs)
I specialize in collaborating on startup business plans and financial projections which instill confidence in investors or business partners that you've done your homework. My services also include being a mentor and a member of your personal "Board of Directors." On the flip side, if you need to assess a business or investment opportunity, I can perform due diligence and make a recommendation to you. I have successfully performed these services for Fortune 500 companies, midsize, and small companies alike over the past 20 years.

Financial Analysis
Financial Reporting
Financial Modeling
Business Planning & Strategy
Financial Management
Relationship Management
Financial Projection
Financial Presentation
Management Consulting
$50 hourly
Jack C.
- 5.0/5
- (7 jobs)
My expertise is in writing and helping people craft their words into effective resumes and job applications. As a corporate recruiter by trade, I spend a great deal of time helping candidates write resumes, create cover letters, draft professional emails, and interview successfully-- I help qualified people land their dream jobs. I've helped people land executive-level roles within the tech and banking industry, and I've worked cross-functionally at companies like Boeing, JPMorgan, Sendoso, and PayPal. I am most proficient in writing and reviewing resumes & cover letters, drafting professional emails, and creating process documentation for operations and technical processes. Beyond writing, I can also help with recruiting, sourcing, finance, or other administration work if needed.

Financial Analysis
Interview Training
Presentation Design
Finance & Accounting
Corporate Finance
Recruiting Process Consulting
Microsoft Excel
Sales
Microsoft Office
Microsoft Word
Process Documentation
Budget Management
Recruiting
LinkedIn
$55 hourly
Nicola R.
- 0.0/5
- (1 job)
As a Certified Public Accountant and QuickBooks Online expert with 19+ years of accounting experience, I help service-based business owners—like creatives, coaches, freelancers and solopreneurs—stay on top of their finances without getting buried in spreadsheets. Think of me as your dedicated financial partner, giving you the clarity and peace of mind to grow your business and live your dreams (minus the stress). Are you ready to hand off your bookkeeping and finally focus on what you do best? If your small business needs 5-20 hours of bookkeeping each month, I can help you: • Switch to or optimize QuickBooks Online, so your financial system works for you. • Learn what you need to know in plain, simple language (no accounting jargon!). • Get expert support whenever you have questions—because no question is too small. What I Can Do for You 1. Set Up, Catch Up, and Keep Up Your Books ○ I’ll accurately record your transactions and keep everything tax-ready. ○ Set up systems to organize your receipts and documentation. ○ Reconcile accounts each month so you can be confident your numbers are right. ○ Create custom reports to give you insights and help you grow. 2. Integrate Apps That Make Your Life Easier ○ I’ll recommend and implement the right tools to streamline your bookkeeping process. 3. Cash Flow Forecasting & Budgeting ○ Together, we’ll plan for future cash needs and monitor your performance against budget goals. 4. Teach You to Use QuickBooks Like a Pro ○ If you prefer a hands-on approach, I’ll guide you through everything you need to know about QuickBooks Online. How We’ll Work Together 1. Discovery Call - A quick 30-minute call to discuss your business needs and add me as an Accountant user to your QBO account. 2. Diagnostic Review - I’ll assess the current state of your books and provide a report with recommended actions. 3. Customized Proposal - You’ll receive a proposal tailored to your business goals and challenges. 4. Let’s Get Started - Once you hire me, I’ll catch up, clean up, and maintain your books so you can focus on what you do best. My Qualifications ✔️QuickBooks Experience: Working with QuickBooks since 2005 and certified as a QuickBooks Online Advanced ProAdvisor. ✔️CPA: Actively licensed in Washington State. ✔️Background in Auditing: Former financial statement auditor with a deep understanding of accounting systems. ✔️Education: Graduated from Gonzaga University with a B.B.A in Accounting. Ready to Get Started? If you’re looking for a bookkeeping expert to take the financial stress off your plate, let’s talk! There’s no obligation—just a chance to explore how I can help make your life easier. At the very least, you’ll walk away with some fresh insights about your bookkeeping. If we’re a good fit, you’ll get accurate, tax-ready financials prepared by a CPA you can trust. Send me a message, and let’s chat!

Financial Analysis
QuickBooks Online
Accounts Payable Management
Budget
Accounts Receivable Management
Microsoft PowerPoint
Forecasting
Bookkeeping
Google Sheets
Accounting
Microsoft Excel
Bank Reconciliation
$85 hourly
Madison W.
- 0.0/5
- (0 jobs)
My passion for business and financial analytics stems from the entrepreneurial environment I was raised. I understand small business and the people who keep everything flowing smoothly.

Financial Analysis
QuickBooks Online
Financial Reporting
Accounts Payable Management
Small Business Administration
Bookkeeping
Accounts Receivable Management
Business
Microsoft Office
Analytics
$150 hourly
T B.
- 0.0/5
- (0 jobs)
I enjoy working with small business owners to elevate their companies to a new level through systems, streamlining, and strategic actions. I specialize in bringing order to disorder and creating systems out of nothingness. I work well with innovators, which me a great fit for businesses looking for fractional accounting and administration. As a CPA, CMA, I see beyond the bean counting. Whether you need just a little bit of accounting, or a whole system overhaul, I'd love to help.

Financial Analysis
Financial Modeling
Manufacturing
Startup Consulting
Internal Reporting
Finance & Accounting
Retail & Consumer Goods
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