Hire the best Financial Analysts in South Africa

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$75 hourly
Shingi S.
- 4.9/5
- (22 jobs)
I am a CPA and Charted Management Accountant ( CMA) with expertise in meeting clients' goals, in various business sectors, in terms of margin improvement, cost optimization, strategic pricing, financial reporting and analysis, financial modeling, business and investor plans. My other areas of expertise include cash flow management, ensuring working capital availability payroll management, taxation planning, internal controls implementation, business risk assessment and mitigation. I have ensured growth, good margins, and successful running of businesses in competitive, dynamic and volatile environments by implementing processes, procedures, internal controls and contributing to business strategy that minimise risk and producing financial analysis for use in decision support. I am proficient with QuickBooks, Xero, Pastel Accounting and Evolution, Sage Accounting, Syspro ERP, Odoo ERP , Sage Payroll, MS Excel, PowerPoint and Google Sheets.

Financial Analysis
Financial Modeling
Pricing
International Taxation
Job Costing
Financial Reporting
Budget Management
Payroll Accounting
$80 hourly
John Frederick d.
- 4.9/5
- (39 jobs)
Experienced financial analyst (Deloitte; Rand Merchant Bank). I have advanced modeling skills (Excel, VBA, Python) and a specialist background in infrastructure and asset Project Finance transactions - particularly in the renewable energy space - across financial advisory firms, private equity, and senior lenders. I build financial models to support your: ✅ Project Finance Transaction ✅ Investment Valuation ✅ Investment Exit Planning & Strategy ✅ Commercial Bid Pricing ✅ Startup's Investor Pitching and Financing ✅ Financial Planning & Analysis The models will capture your business’ future seen through its financial accounts, offering you actionable, quantitative insights. Its structured calculations allow you to explore the impacts of different situations on your business outcomes. All designs are tailor-made in Excel, making them easy to use without special expertise. I look forward to working with you!

Financial Analysis
Dashboard
Sustainable Energy
Wind Energy
Solar Energy
Private Equity
Energy & Utilities
Visual Basic for Applications
Quantitative Analysis
Project Finance
Finance & Accounting
Forecasting
Valuation
Financial Modeling
$70 hourly
Laurelle N.
- 5.0/5
- (7 jobs)
A skilled, attention to detail and dedicated to quality Chartered Accountant (SA) with more than 7 years of professional financial and commercial experience. Industry experience ranges from manufacturing, retail, NPOs, construction and consulting (to name a few). My skills and expertise have been honed and expertly applied in the following areas: - Financial planning and analysis of companies ranging from start-ups to listed entities internationally - Developing and critically evaluating excel financial models for use in budgeting and forecasting, fundraising investment decks and decision-making - Strategic financial management and monitoring which includes detailed cash flow evaluation, income statement and balance sheet management - Developing, drafting and innovating of business processes - Financial advisory and risk assessment of companies big and small - Leading and coaching of teams to drive results and performance metrics I have experience using the following systems: Xero, Quickbooks, SAP, Twinfield, TM1, Microsoft Office applications, Microsoft Visio and many other tailored applications. Independent and autonomous worker, major team player and leader when needed. If I don’t know, I learn and ask to ensure the right outputs get delivered for optimal value-added insight.

Financial Analysis
Forecasting
Financial Modeling
Business Process Management
Financial Reporting
Business Development
Financial Statement
International Financial Reporting Standards
Business Management
Financial Consulting
Accounting
Cash Flow Analysis
Microsoft Excel
International Accounting Standards
$80 hourly
Rocco N.
- 5.0/5
- (9 jobs)
👉You need to know where your business is heading! I'm here to help you 💡gain clarity and take control of your financial success. As a skilled financial model builder, I specialize in creating detailed and flexible 📈financial models that will serve as the foundation of your business strategy. 𝐓𝐎𝐏 𝐑𝐀𝐓𝐄𝐃 With my expertise, you can accurately predict business performance in various scenarios, allowing you to set realistic targets and key performance indicators for your sales and operational teams. Together, we will work towards 💰preserving and growing your profits. When you work with me, you can expect a customized financial model that perfectly suits your needs. Typically, I create comprehensive models that include three essential financial statements: profit and loss, balance sheet, and cash flow statement. These models are crucial if you're looking to secure additional financing from banks or investors. However, I understand that you might have a narrower focus or specific objectives. Whether you need a detailed sales forecast, a profitability return model, or a cash flow projection highlighting potential pinch-points or periods of available cash for expansion or investment, I am here to guide you through the process. 💯％ 𝐉𝐎𝐁 𝐒𝐔𝐂𝐂𝐄𝐒𝐒 What sets me apart from other financial model builders is my commitment to your success. I am passionate about helping businesses like yours thrive and grow. My expertise and personalized approach ensure that you receive accurate and effective financial models that will empower you to make informed decisions for your business. But don't just take my word for it. Here's what one of my satisfied clients had to say: ❝I sought a financial model to project cashflows for 20 years for numerous residential real estate investments, allowing for the easy input of multiple parameters per investment and the ability to see the impact of various scenarios when changing assumptions. Rocco asked thought-provoking questions and designed a model which exceeded my expectations. It was built with best practices and formulas were used to automate and link all the work. I can highly recommend working with him on similar or related projects. - RS (VC)❞ I pride myself on my promptness and responsiveness. When you reach out to me, you can expect timely and reliable communication. I am here to answer any questions or concerns you may have throughout the process. Let's connect and discuss how I can help you achieve your financial goals. Reach out to me today and let's embark on this exciting journey together. Looking forward to playing a key role in your business's growth! Keywords: financial projection specialist, excel financial modeller, financial models, business strategy, conservative scenarios, base case scenarios, optimistic scenarios, sales and operational teams, strategic goals, cash flow projection

Financial Analysis
Xero
Python
International Financial Reporting Standards
Financial Accounting
Qlik Sense
Microsoft Power BI
Data Analytics & Visualization Software
Business Intelligence
Power Query
Microsoft Excel
Budget Planning
Financial Projection
Forecasting
Financial Modeling
$50 hourly
Bernard S.
- 5.0/5
- (3 jobs)
Every business has its own story, but without the numbers it’s just a fairy tale. I’d love to help make your story of financial success a reality Main services: - Financial Analysis & Visualisation - Credit Analysis & Recommendation - Equity Analysis & Research report or buy/hold/sell rating - Financial Consulting & Planning - Dashboard Design & Creation - ANY Excel related request My backstory: Almost a decade of experience in helping small businesses achieve their goals Experienced Finance Executive (Chief Risk Officer) >5000 business funding applicants analysed and decisioned >2 billion in funding provided Educated and skilled: - Bachelors of Commerce - Investment Management from University of Pretoria - CFA level 2 passed (level 3 Feb 2025) - Advanced user: Excel, Power BI, Tableau, etc - Basic user : Python, SQL I”ll join you at any stage of your financial journey, from startup to exit 🧙‍♂️- I can take on the role of the Sage ✑ providing knowledge and guidance that will help you successfully navigate the challenges presented by the business world 🧝‍♂️- or the Ally ✑ Providing support and aid in achieving your goals or overcoming obstacles on your hero’s journey to financial success My passion is unlocking hidden truths behind numbers and creating value from the insights My knowledge of the language of business has enabled me to: * Converse with giants of industry * Read between the lines of financial statements and publications * Weave together the narratives that lead to victories * Craft true stories of financial success

Financial Analysis
Finance
Training & Development
Coaching
Personal Finance
Business Consulting
Business Planning & Strategy
Business Analysis
Private Equity
Equity Valuation
Equity Research & Analysis
Financial Modeling
Financial Consulting
$35 hourly
Faith K.
- 5.0/5
- (2 jobs)
Client churn can quietly undermine your growth, without proactive strategies, the loss often becomes irreversible. I help businesses create sustainable growth through strategic client relationship management and customer success initiatives. I bring over a decade of expertise in building and nurturing high-value client relationships, ensuring long-term loyalty and measurable business growth. Whether you’re looking to reduce churn, increase retention, or optimize client engagement, I can help design and implement scalable strategies tailored to your business goals. My background in the financial sector has equipped me with the ability to understand complex customer needs, and deliver personalized, scalable solutions. I drive customer success through proactive relationship management, ensuring each client feels valued and supported. My expertise lies in crafting client strategies that don’t just meet immediate needs but anticipate future challenges, enhancing client satisfaction and retention while maximizing opportunities for business growth. From managing key accounts to supporting large portfolios, I balance individualized service with business objectives. What I Bring to Your Business: Strategic Client Relationship Management: I create and maintain trust-based relationships beyond service delivery. I build partnerships that result in long-term success for both the client and the business. Proactive Problem-Solving: I don’t just react to client issues; I anticipate them. By identifying challenges early, I provide solutions that improve client experience and drive satisfaction. Client Retention & Loyalty: Through personalized engagement and a deep understanding of client needs, I implement strategies that improve retention, reduce churn, and foster client loyalty. Having worked in high-pressure environments, I am skilled at managing diverse client portfolios, ensuring that every client gets the attention they deserve. My experience allows me to balance the needs of individual clients while contributing to the overall growth of your business." Let’s connect to explore how I can help you strengthen client relationships, reduce churn, and drive sustained business growth. Message me to get started!

Financial Analysis
Marketing Campaign Setup & Implementation
Management Consulting
Sales & Marketing
Project Management
Data Analysis
Marketing Automation
Account Management
Email Communication
Customer Retention Strategy
Strategic Planning
English
Customer Relationship Management
Relationship Management
Client Management
$25 hourly
Heinrich S.
- 4.7/5
- (7 jobs)
Hi, I'm Heinz. I run a Youtube Trading channel. If you have a long term content creation project that you would like to discuss, feel free to send me a message.

Financial Analysis
Content Creation
Financial Writing
Testimonial Video
Video Commercial
MetaTrader 4
TradingView
Video Production
Forex Trading
Business Development
B2B Marketing
Market Research
Sales Development
Relationship Management
Lead Generation
$30 hourly
Kendra F.
- 5.0/5
- (20 jobs)
I can provide insights on your inventory by identifying the items that yield the highest gross profit and those that may not be performing well. By leveraging your inventory and customer data, I can also pinpoint your biggest customers and where they are allocating their spending. Maximizing the potential of your inventory setup and user-defined fields can yield valuable decision-making data from your software. With my BCom degree from UNISA in accounting and auditing, coupled with over two decades of experience across various industries, I have developed expertise in inventory management ranging from cuts of meat to tertiary education materials. I have hands-on experience in setting up books of account from scratch, and I can advise on the best practices for capturing inventory data to optimize transaction analysis. Additionally, I am proficient in software platforms such as Xero, Sage Evolution, Excel, Google Sheets, which enables me to tailor data extraction to your unique needs. I am excited about the opportunity to collaborate with you and support your inventory management goals in the future.. RemotaniaTribe

Financial Analysis
Bookkeeping
Data Visualization
Data Analysis
Administrative Support
Inventory Report
Microsoft Word
Xero
Microsoft Excel PowerPivot
Sales & Inventory Entries
Google Sheets
Typing
Microsoft Excel
$20 hourly
Thandiwe N.
- 4.9/5
- (48 jobs)
Hi, I’m Thandy, an ACCA Chartered Accountant and Financial Analyst working in Mergers & Acquisitions, Private Equity, Fund of Funds, Investment Due Diligence, and Real Estate Investments. For 5 years, I have been assisting businesses in structuring deals, analyzing investments, and building investor-ready financial models, whether it’s buy-side/sell-side advisory, a roll-up strategy, private credit analysis, or deep-dive due diligence. I’ve worked across private equity, investment banking, SaaS, real estate, and alternative assets, startups, and SMBs. ✅ Mergers & Acquisitions (M&A) – Deal structuring, valuations, due diligence, negotiation support, comps analysis, and investment memos (CIMs, IOIs, LOIs). ✅ Private Equity & Fund Investments – Fund structuring, waterfall models, LP/GP splits, investor return projections, due diligence, and Fund of Funds analysis. ✅ Financial Analysis & Modeling – LBOs, DCFs, forecasting, break-even & sensitivity analysis, pro forma modeling, and buyout structuring. ✅ Valuations & Due Diligence – EBITDA normalization, revenue multiples, FCFE, asset-based valuations, SDE & Adjusted EBITDA, and QoE analysis. ✅ Real Estate Investment & Underwriting – Multifamily, self-storage, office, and industrial acquisitions, comps analysis, IRR/NPV modeling, distressed property evaluations, and feasibility studies. ✅ Investor Presentations & Fundraising Materials – Business plans, pitch decks, private placement memorandums (PPMs), and white papers for investors. ✅ E-commerce & SaaS Exits – Business valuations, sell-side prep, financial due diligence, and structuring deals to attract buyers. ✅ Debt & Equity Financing – Capital structure optimization, private credit, mezzanine debt, and fundraising strategy. 💡 Tools I Use: Axial (Personal Favorite), Power BI, Google Sheets, Bloomberg Terminal, FactSet, Excel, CoStar, PropertyShark, LoopNet, Microsoft Office, Canva.

Financial Analysis
Market Research
Investment Banking
Business Valuation
Company Valuation
Pro Forma Statement
Due Diligence
Forecasting
Financial Projection
Real Estate Investment Assistance
Real Estate Financial Modeling
Financial Modeling
Financial Analysis & Valuation
Chartered Financial Analyst
Mergers & Acquisitions
$27 hourly
Willem S.
- 5.0/5
- (2 jobs)
I'm a management level CIMA accountant specialising in costing and management accounting. I've worked with several industrial companies optimising stockholding and costing as well as operations alignment. I have extensive financial management experience for SME as well as large corporations. Preparing monthly profit and loss statements. I also have experience reporting and managing stakeholder and board relations between management, mid level staff as well as entry level staff. I have experience working with SARS and the South African tax environment. Contact me for management accounting requirements as well as financial management of your company.

Financial Analysis
QuickBooks Online
Balance Sheet
Financial Reporting
Cost Accounting
Financial Management
Financial Accounting
Income Statement
Zoho Books
Financial Statements Preparation
Accounting Report
Accounting
Management Accounting
Xero
$30 hourly
Jonathan K.
- 4.4/5
- (32 jobs)
As a (Big) Data Professional, I have a strong passion for developing Dashboards, Reports, Data Models and Performance related insights. Since I can map the Business Requirements as a Business Analyst and as a Data Analyst / Business Intelligence Specialist then translate them into operational dashboards and performance related insights, I can always develop a solution without any miscommunication with stakeholders, with Data Science experience I can also perform advanced analytics to large data sets. Automating the process concerning Data Extraction and Data Transformation also falls under my expertise. Hard skills: SQL, VBA, Excel, Python, Power BI, Google Data Studio

Financial Analysis
Visual Basic for Applications
Data Analysis
Cost Accounting
Sage
Looker Studio
Cost Analysis
Inventory Report
SQL
Inventory Management
Microsoft Power BI
Microsoft Excel
Financial Report
$18 hourly
Clint K.
- 4.3/5
- (10 jobs)
I'm Clint Kimble — a Certified Accountant, Bookkeeper, and Financial Manager with 20+ years of experience helping small businesses streamline finances, stay tax-compliant, and grow with confidence. I'm certified in Xero, QuickBooks, and Sage. 🔍 How I Can Support Your Business:✔ Certified in QuickBooks, Xero, and Sage – I make cloud-based accounting simple and stress-free✔ Financial systems setup and optimization – Speed up reporting and improve decision-making✔ Complete financial management – Budgeting, payroll, compliance, audits, and more✔ Donor fund management – Successfully oversaw $12M+ in international project funding✔ Tax expertise – Structuring, compliance, and filings that support business growth✔ Team leadership & coaching – Built and led remote teams of finance pros, developers, and creatives✔ NGO financial systems – Designed long-lasting solutions still used by leading donor-funded organizations 📌 Key Achievements:• Reduced financial reporting time by 85% for a UK museum through automation• Managed over $2M in emergency relief funds across three African countries• Grew an accounting firm from a solo practice to a 21-person team• Authored 50+ financial policies for nonprofits• Implemented QuickBooks and Xero systems across various organizations• Coached finance teams to operate independently and build long-term sustainability 🗣️ Client Feedback:"Our reporting process was reduced from three weeks to three days, which has allowed us to make more informed decisions as a board."— Chairman, Ben Uri Gallery and Museum 📬 Ready to streamline your finances? Let’s connect and build a smarter financial future for your business. Message me today.

Financial Analysis
Artificial Intelligence
Xero
Accounts Payable Management
QuickBooks Online
Intuit QuickBooks
Bookkeeping
Payroll Accounting
Microsoft Excel
Data Entry
Accounting Software
Accounting Basics
Bank Reconciliation
Account Reconciliation
$100 hourly
Devin T.
- 5.0/5
- (265 jobs)
With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. 📌𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. ✅𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺𝘀: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Ensuring all financial documents and investor communications meet regulatory standards and best practices. ✔𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀? 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: All work is audited by team members before submission, ensuring accuracy and high quality. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗶𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. 📊 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗘𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲, 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔, 𝗦𝗲𝗲𝗱, 𝗣𝗿𝗲-𝘀𝗲𝗲𝗱: Expertise in guiding startups through their initial fundraising rounds. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 (𝗣𝗘) 𝗮𝗻𝗱 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖): Extensive experience in preparing businesses to attract PE and VC investments. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗠𝗲𝗱𝘁𝗲𝗰𝗵: Providing specialized financial services for healthcare and medical technology companies. 𝗦𝗮𝗮𝗦, 𝗧𝗲𝗰𝗵, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. 𝗖𝗿𝘆𝗽𝘁𝗼 𝗮𝗻𝗱 𝗔𝗜 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆, 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗚𝗼𝗼𝗱𝘀: Offering comprehensive financial services across a variety of industries.

Financial Analysis
Investment Banking
Real Estate
Pitch Deck
Fundraising
Startup Consulting
Startup Company
SaaS
Business Coaching
Corporate Finance
Business Valuation
Valuation
Financial Modeling
Financial Projection
Mergers & Acquisitions
Business Plan
$50 hourly
Nic R.
- 5.0/5
- (4 jobs)
I’m a Fractional CFO, financial strategist, and investor with over 20 years of experience helping early-stage companies, scale-ups, and investment firms sharpen their financial strategy, secure funding, and execute transactions. I’ve built 200+ financial models, prepared 100+ investor decks, and helped raise over $300 million across sectors. Whether you're preparing for a fundraise, need a capital plan, or want to turn your projections into an investor-ready model — I can help, and I can start right away. 🔹 Key Capabilities • Financial modeling (DCF, IRR, LBO) • Capital allocation & budgeting • Fundraising strategy & pitch decks • Business plans & investor reporting • M&A support, valuation & deal structuring • Turnaround strategy & performance forecasting • Commercial due diligence & investment analysis 🔹 Credentials • MBA (INSEAD, Dean’s List) • CFA Charterholder • B.Bus.Sc. Finance Honours (UCT, Dean’s List) • Currently serve as NED on 7 corporate and non-profit boards 🔹 Project Highlights • Built full financial model and funding plan for pan-African solar company (60,000+ kW installed) with multiple revenue models and flexible capital structuring • Led pitch development and negotiations for $75m Africa market entry for entertainment tech firm • Structured and led sale of FMCG firm for $13m at 67x EBITDA; led turnaround from loss to profit (27% CAGR) • Delivered consolidated financial model and cash budget for 8-market Africa launch of a global tech brand • Advised on $150m raise for early-stage fund, designing investment strategy and reporting structure • Conducted due diligence on listed pharma (EV $150m) and tech startup (EV $10m+), producing investor-aligned recommendations If you're looking for a finance partner who understands both the numbers and the strategy behind them — let’s talk.

Financial Analysis
Valuation
Financial Modeling
Pitchbook
Financial Projection
Due Diligence
Corporate Strategy
Fundraising
Cash Flow Modeling
Business Plan
$50 hourly
Sandile N.
- 4.9/5
- (43 jobs)
Yes I’m Back !!!!😆 PLEASE NOTE: My percentage% is low because I’ve been away for a year that’s all. Check out my great reviews for a true reflection of my work. Hi, I’m A Financial analyst who is a 🏆 2X Founder 🏆 Stellar Reviews. Every successful business starts with a strong foundation, that foundation includes a strong financial roadmap and the right financial analyst to conduct financial modeling. Whether it’s to apply for funding, a government grant, financials for your business plan or to foresee the financial future and performance of your business idea. There are many reasons why businesses succeed but without a properly constructed financial plan that prepares you for the unforeseen, the chances for success go down significantly. That’s exactly where I come in. I’ve helped Helped many business clients like, Zicaro Ventures start a new FinTech Company called Blue Sage Financial (BlueSageFinancial.com). Deal Leaders Africa with a successful merger that earned them over R20m; Financial Modeling and Financial Analysis for First Avenue Investment Management to identify great stock opportunities. I have vast exposure working with several international clients since I started freelancing on Upwork. Start-up Consulting services include: ✅ Risk and Uncertainty analysis ✅ Building robust Forecasted financial models and valuation ✅ Crafting winning business plans and pitch deck slides ✅ Conducting in-depth market research ✅ Feasibility Study to determine Project Viability/Business Idea ✅ Trend Analysis and Strategy My Financial Modeling and Analyst Consulting services include: ✅ Conducting financial due diligence ✅ Equity investing and research ✅ M&A Financial Modeling – Valuation - Firm Value NPV ✅ Modeling Returns for investment opportunities ✅ Building monthly budgeting and forecasting tools ✅ Creating user-friendly Automated dashboards and metrics. ✅ Financial Statements Analysis (Ratios, Capex, Ebitda, ROI, IRR, etc) Valuation Methods Include: ✅Market Capitalization ✅Times Revenue Method ✅Earnings Multiplier ✅Discounted Cash Flow (DCF) Method ✅Book Value ✅Liquidation Value ✅Dividend Discount Model (DDM) Sounds like a great fit? Click the green “Invite to Job button in the upper right-hand corner of the page and let’s work together! 🚀 Your Financial Analyst. Sandile N. ---------------------------------------------------------------------------------------------------------- Here’s a bit about me – My journey to becoming a Financial Analyst I’ve been working as a Financial Analyst for 4 years now. Achieved TOP Rated Plus in my first year on Upwork due to my hard work and dedication, This means I am considered to be one of the top 5% Financial Analysts and Modelers on Upwork My Experience started at First Avenue Investment Management (Boutique Asset management Company) where I worked as an Equity Financial Research Analyst. Here I learned and researched broader topics about local and International equity stock markets (South Africa and the USA). Exploring various aspects of company valuation, equity investment analysis with focus on competitive advantage, and market share analysis. Exploring different sectors, expanded my knowledge of macro and micro-economic factors, and building comprehensive financial models based on historical patterns, industry/Company drivers. Financial Analyst at Deal Leaders Africa, One of Africa’s Leading Mergers and Acquisitions (M&A) firms. I was preparing financial models, with a focus on present value forecasted free cash flows (NPV) to determine the firm value for the merger sale. In addition, this is where I generated skills relating to business plans and pitch deck presentations in the process of pitching to potential buyers. Senior Financial Analyst at Zicaro Ventures. I assisted with the formation of Blue Sage Financial start-up. Everything from their business plan, pitch deck, research, and financial modeling. My Education I hold a Finance and Investment Management Degree - from the University of South Africa, an Investment Management Certificate from one of SA’s leading independent business schools - ASISA Academy, and International Financial Services Certificate from the CISI Institute in London. This is what you can expect when working with me as your Financial Analyst. ✅ Bulletproof attention to detail. ✅ Available in ANY TIME ZONE 🕐 to prevent communication breakdowns. ✅ Daily/weekly/monthly updates and reports about the project, keeping you up to date. ✅ Fluent in written and spoken English. Nothing gets lost in translation. ✅ World Class Financial Analysis and Financial Modeling services are sure to add value to your business. PS Moto: I believe my education, quantitative and qualitative technical skills acquired from my experience, and my determined spirit will enable me to add value to any position I will be placed into.

Financial Analysis
Investment Banking
Investment Research
Business Planning & Strategy
Data Modeling
Microsoft Excel
Company Valuation
Industry Research
Financial Projection
Startup Consulting
Business Consulting
Financial Writing
Startup Company
Financial Modeling
$39 hourly
Johann M.
- 5.0/5
- (26 jobs)
Upwork Freelance Professional since September 2021. - Registered Professional Accountant (SA) - Worked with and have a good understanding of businesses in various industries - MO-201: Microsoft Excel Specialist (Oct 2021) - I enjoy working with financial data and use Excel to solve business problems - Prefer long-lasting, quality working relationships - Pricing Analyst I am looking for opportunities where I can add value and help others succeed. I come from an accounting background and have more than 20 years of experience in the financial services industry (South Africa), dealing with Small & Medium Enterprises. You're welcome to contact me to solve your Excel problem or task, need help with day-to-day financial management, cash flow management, or need assistance with Accounting/ Bookkeeping work. Feel free to reach out to discuss your project with me. More Information about myself: I am from sunny South Africa and live in a small city called Port Elizabeth. I love the outdoors, hiking, and mountain biking.

Financial Analysis
Data Analysis Expressions
Pricing
Accounting Principles & Practices
Data Visualization
Visual Basic for Applications
Administrative Support
Business Analysis
Pricing Strategy Consulting
Data Analysis
Data Modeling
Power Query
Microsoft Power BI
Data Entry
Financial Projection
Microsoft Excel
$35 hourly
Venessa V.
- 4.8/5
- (7 jobs)
Certified CPA (2020) | B.Comm Honours in Accounting & Tax (2017) With over 10 years of experience as a Financial Accountant, I provide end-to-end accounting solutions for businesses of all sizes. I specialize in Xero, QuickBooks Online (QBO), and Sage, ensuring seamless financial management, compliance, and reporting. As a QBO & Xero ProAdvisor, I help businesses optimize their accounting systems for accuracy, efficiency, and scalability. My Expertise Includes: ✔ Full-Cycle Accounting & Bookkeeping (A/P, A/R, Bank Reconciliations, Aging & Variance Analysis) ✔ Financial Statement Preparation (GAAP, IFRS, IAS Compliance) ✔ Tax Strategy & Compliance (Income Tax & VAT Filing – South Africa & International) ✔ Management Reporting & Budgeting (MIS Reporting, Cash Flow Forecasting, Cost Control) ✔ Internal Controls & Process Optimization (Streamlining Accounting Workflows) ✔ Financial Modeling & Advisory Services I have worked with numerous international clients as a freelance accountant, providing tailored financial solutions to help businesses grow while ensuring compliance and cost efficiency. Whether you need ongoing accounting support, tax planning, or financial reporting, I am here to help. 💡 Let’s discuss how I can optimize your financial processes! Contact me today.

Financial Analysis
Management Accounting
CPA
Xero
Value-Added Tax
Financial Reporting
FreshBooks
Intuit QuickBooks
Financial Accounting
Bookkeeping
Zoho Books
Tax Preparation
Tax Return
Microsoft Excel
$75 hourly
Jannie B.
- 5.0/5
- (20 jobs)
I've been trading the Forex markets since 2004 and full time since 2010. My coaching is the result of 20 years of trading. I have made every single mistake you can possibly imagine. I have wiped out more accounts than I care to remember. I had my soul crushed, my confidence destroyed and my reason for being questioned. I’ve been through it all. This coaching is for the experienced Forex Trader who has put in some serious hours to make trading work for them, who has sacrificed family time, spent late nights and early mornings in front of the screen, yet still are not showing consistency in their trading results. It’s for the trader who has a pretty good idea of what they are looking at and can identify opportunities but for some reason, to be consistently profitable seems to evade them and they just can’t put their finger on the reason as to why. It’s for the trader who feels like they’ve tried all the strategies under the sun, had all the indicators on their charts at some point in the hope to find something that consistently works. It’s for the trader who keeps changing their strategy. It’s for the trader who does not have a process and simply uses the ‘show up and trade’ method. In other words, they open up the charts and start to look for opportunities they can trade immediately. They typically do not plan their trades and they also typically do not have a process they follow to identify opportunities. They do not do this because they simply do not know better. With my one-on-one coaching, you will get enough out of the first hour not to use me again for a while. I suggest you implement as much as you possibly can from what you've learned and come back only when you have areas you're struggling with. This is what I typically focus on in my coaching: - Neuro Associations (It's not a lack of discipline that causes you to do the things you know you should not do) - Process and planning - Identifying of high probability opportunities - Timing your entry to perfection every time - How to identify and avoid slow markets - How to calculate your profit potential before you enter a trade to make sure you get decent Risk/Reward trades - Live trading together based on what you've learned - Weekly feedback on the trades you took - Tweaks you need to make for the next trading week By the end of the coaching, you will be a consistently profitable trader.

Financial Analysis
MQL 4
Technical Analysis
MetaTrader 4
Article Writing
Face-to-Face Coaching
Crypto Asset
Forex Trading
NFT Marketplace
Strategy
$60 hourly
Duncan C.
- 5.0/5
- (5 jobs)
Are you tired of drowning in spreadsheets or feeling uncertain about your numbers? Picture this: peace of mind delivered straight to your business. I am a chartered accountant with over 8 years of experience tackling financial challenges across ecommerce, manufacturing, and consulting SMEs. Beyond being a bean counter, I harness the power of cloud technology and automation to craft efficient systems that fuel your decision-making process. I don't just crunch numbers; I dissect, interpret, and transform them into a clear, concise story that guides your business growth. Say goodbye to confusing jargon and hello to compelling reports and financial roadmaps that light up your path forward. Let me be your guide in the world of finance: Finance Process Specialist: Ecommerce: Whether you're selling on Amazon or Shopify, I speak your language. I understand online revenue streams, inventory management, and platform-specific accounting nuances. Manufacturing: From cost accounting to production efficiency analysis, I will ensure your machines don't just hum; they sing with profitable rhythm. Consulting: I will be your financial roadmap whisperer, crafting flexible systems that adapt to your ever-evolving project pipeline. Data Whisperer: Financial Review: Numbers aren't just numbers to me; they're stories waiting to be unraveled. I will dissect your financial data, uncover hidden trends, and illuminate profitable opportunities. Actionable Insights: I don't just speak data; I translate it into clear, actionable insights that guide your strategic decisions. Proactive Communicator: Transparency is my Mantra: You will receive regular reports, clear explanations, and open communication. No surprises, just a reliable financial partner by your side. Your Financial Interpreter: Forget jargon-filled reports. I break it down into plain english, ensuring you understand every aspect of your financials. Tech-Savvy: Cloud Champion: Embrace effortless access from anywhere, anytime. I'm fluent in Xero, QuickBooks Online, Zoho and their kin. Automation Specialist: I wield the magic of automation, freeing you from tedious chores and giving you back precious time to focus on growing your business. Ready to transform your finance & reporting function? Let's chat

Financial Analysis
Cloud Services
Automation
Cash Flow Statement
Xero
QuickBooks Online
Financial Software
Financial Modeling
Finance & Accounting
Financial Reporting
Financial Management
Zoho Books
Intuit QuickBooks
Financial Accounting
$30 hourly
Wallen C.
- 4.8/5
- (110 jobs)
Top quality CFO services for growing buisinesses across the globe is what I offer. From the Accounting aspect using Xero, Quickbooks, Zoho and Netsuite to helping you streamline your business operations. Automation of processes and workflow is now key and I will make sure your system is set up optimally to reduce expediture of mundane repeating tasks. As a fractional CFO, I work closely with the management team to provide financial guidance, support, and expertise on an as-needed basis. I am experienced in managing and interpreting financial information, and have a solid understanding of accounting principles and financial management best practices. I also have experience in working with different industries and businesses, which allows me to quickly understand the specific needs of each company. . My services include: 1) Accounts payable and receivable: 2) Payroll: Management 3) Financial statements: 4) Automation of the system: 5) Financial Planning and Analysis: 6) Financial reporting and management: 7) Risk management: 8) Financial systems and controls: 9) Business performance management: 10) Strategic Planning: 11) Capital raising: 1. Migrating to between Xero, QuickBooks, Zoho and Netuite 2. Setting up a chart of accounts 3. Converting balance sheets 4. Reconciling bank statements 5. Integrating e-commerce sales with Xero or QuickBooks 6. Setting up inventory systems 7. Providing bookkeeping on a weekly, biweekly, or monthly basis 8. Handling payroll and superannuation for businesses in Australia, the UK, and other countries 9. Calculating GST 10. Generating financial reports and analyzing business performance 11. Budgets and forecasts. Since 2008, I have been helping business owners by making sure that their books do not only tell the correct story of their business but also making sure that they are able to use this information to gain the biggest advantage in their industries. This has been for decision making purposes, tax planning purposes, turnaround strategies, business planning purposes as well as gaining competitive advantage against competitors. As a growing business, your business data as well as external data, must work for yoru business and now against your business.

Financial Analysis
Sage 300
QuickBooks Online
Business Writing
Scenario Planning
Content Writing
Xero
International Taxation
Accounting
Oracle NetSuite
Sage
$20 hourly
Conrad W.
- 5.0/5
- (7 jobs)
I'm a researcher with experience in data handling, communication, writing, and education at school and undergraduate levels. Whether you need to ace your presentation, have a successful research proposal, be proofread, or even have your entire statistical analysis done - I can help! - I'm experienced with the full office package (Excel, PowerPoint, Word, etc.), Statistica, and most research/writing related packages. - I'll work with you from start to finish. - Let's keep in successful communication so that I can complete your work well!

Financial Analysis
Presentations
Data Interpretation
Scientific Literature Review
Academic Research
Document Review
Research Proposals
Data Collection
Academic Proofreading
Presentation Design
Writing
Proofreading
$45 hourly
Santie N.
- 0.0/5
- (0 jobs)
With 24 years of experience in accounting, I am a seasoned freelance accountant who has worked with a diverse range of clients and industries. My professional journey began with a decade of experience working for a Big 5 audit firm, where I gained invaluable experience in financial analysis and reporting. Since then, I have worked as a financial manager in the motor industry and provided accounting services to smaller entities. My expertise includes tax planning and compliance, budgeting, forecasting, and risk management. I am committed to providing exceptional service and guiding my clients towards financial success.

Financial Analysis
Budget Planning
Problem Solving
Tax Planning & Advisory
Budget Management
Tax Preparation
Microsoft Excel
$15 hourly
Lucy Boitumelo M.
- 5.0/5
- (4 jobs)
I am an Accounts Administrator working in an environment which encourages me to succeed and grow professionally where I can utilize my skills and knowledge appropriately. Focused Accounting professional with 5 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with Pastel Evolution Software and Excel. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs. Operating switchboard and reception duties was another part of my responsibilities which I managed to maintain at the highest level of professionalism. In a nutshell, Bookkeeping, office, and accounts administration are a part of my professional experience. I have acquired an employee of the year certificate in 2013 right after I joined the company. I have not received any training or rather had a qualification to become an Accounts Clerk, but I was given an opportunity to learn and challenged to make sure the finance department was running like a well-oiled machine, and I worked hard to produce results and I was recognized for it

Financial Analysis
Customer Service
Accounts Payable
Filing
Telephone
Bookkeeping
Office Management
Financial Management
Computer Skills
Resource Allocation
Communication Etiquette
Administrate
Project Management
Time Management
Microsoft Office
$35 hourly
Vuyelwa D.
- 0.0/5
- (0 jobs)
Chartered Accountant with over 10 years’ proven experience in financial management, strategic planning and analysis, regulatory compliance, and the preparation and interpretation of financial statements. Adept at financial management, with strong analytical skills and leading budgeting, forecasting, and financial analysis functions across diverse entities. A keen interest in data analytics, governance and sustainability, having completed a course in Environment Social and Governance (ESG) Specialisation, and enrolled for the Financial Modelling and Valuations Analyst (FMVA®) certification, both through the Corporate Finance Institute. Currently serving as a member of two board sub-committees of two non-profit entities on a voluntary basis.

Financial Analysis
Financial Reporting
Financial Modeling
Accounts Payable Management
Financial Management
Microsoft Office
Budget Planning
Business Management
Management Accounting
Management Skills
Budget Management
Financial Accounting
Financial Variance Analysis
$50 hourly
Jaydee R.
- 0.0/5
- (0 jobs)
I'm a versatile freelancer with a passion for delivering exceptional results across multiple domains. With a strong foundation in financial accounting and auditing complemented by expertise in data analysis and visualization, and workflow automation, I offer comprehensive solutions to address a wide range of client needs.

Financial Analysis
Financial Modeling
Microsoft PowerPoint
Microsoft Excel
Analytical Presentation
Management Accounting
Accounting
Analytics Dashboard
Data Analysis
Social Media Marketing Strategy
Social Media Management
$26 hourly
Tondani N.
- 5.0/5
- (1 job)
I am an experienced and registered Chartered Accountant. Industries I have experience in are: (Note: list includes listed, private, group & State owned companies. List not exhaustive) Alternative asset management Entertainment Financial Services Information technology Logistics Manufacturing Mining Professional services Real estate Software I am proficient in includes: APT Caseware working papers Greatsoft Microsoft Office with advanced MS Excel skills Power BI ProSystem FX Engagement Teammate Sage 300 Xero

Financial Analysis
Interpersonal Skills
Communication Skills
Supervision
Management Accounting
Data Analysis
Financial Statements Preparation
Financial Reporting
Finance & Accounting
Microsoft Excel
Financial Audit
$45 hourly
Simangaliso N.
- 0.0/5
- (1 job)
An experienced financial accountant with excellent analytical skills, dedicated to producing quality and accurate financial reports.Adept in general accounting and finance transactions.Able to effectively self-manage during independent projects, as well as collaborate as part of a productive team. Dedicated to providing quality work.

Financial Analysis
Internal Control
International Accounting Standards
Financial Consulting
Internal Auditing
Account Reconciliation
Bank Reconciliation
Financial Audit
Financial Analysis & Valuation
Management Accounting
Tax Accounting
Finance & Accounting
Due Diligence
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