27 Best Financial Managers For Hire In New York

Check out Financial Managers in New York with the skills you need for your next job.

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$125 hourly
- 5.0/5
- (11 jobs)
Real Estate Financial Modeling, Analysis and Fundraising • Over 17 years of experience in financial modeling and analysis • Completed over $1bn in transactions during my career in the US and Europe • Deep expertise in Multifamily, Student Housing, Condo Development, Co-Living/Working/Warehousing • Experience in real estate development, acquisitions and structured finance • Expert in Mezzanine, Preferred Equity, Waterfall structures • Worked at CBRE, KPMG and private equity firms • Masters in Real Estate Finance and Investments from New York University • Strong knowledge of accounting and finance • Native English speaker • Author of "Professional Real Estate Investing Course" on Udemy Reviews: "Great working with Juan Carlos. He has a lot of experience in Real Estate finance, Investment Funds structuring, financial modelling and in Real Estate in general. Very good communication skills, perfect English, all work delivered on time. I will consider him for future projects." "We were extremely happy with Juan's work. Quick, flexible and understood what we needed straight away so well, that we only needed a couple of iterations of the model. We highly recommend her for anyone looking for a great financial model."

Financial Management
Fund Accounting
Private Equity
Real Estate Investment Assistance
Data Science
Real Estate Financial Modeling
$167 hourly
- 5.0/5
- (15 jobs)
I Help Travel-Loving Entrepreneurs Live a Life They Never Want to Retire From. 💼 Short Bio: Natalia Ivanova, IAR® , Founder and CEO, Financial Planning Specialist, Portfolio Designer at NewGen Wealth Creation, and former financial advisor at Morgan Stanley, with over 9+ years of experience working with travel-loving professionals and entrepreneurs, from small business owners to CEOs of Fortune 500 companies. A dog mom, immigrant, and Puerto Rico-based world traveler, proud to use my platform and experience to empower others to achieve their financial goals and build a fulfilling life. 💼 I am an experienced and driven entrepreneur with over 8 years of Wealth Management industry experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. - Built a successful wealth management practice at Morgan Stanley with nearly 50 clients. - Managed book of business with over 1.7 billion in AUM (as of 2019). - Run my own fully registered investment advisory firm that I launched in 2022. - Successfully published over 100 articles 📋 Proven Track Record: Successfully helped over 500 clients retire. Reviewed and prepared over 1,000 financial plans and portfolio analytics. Saved our clients over $500,000 in student loan interest. Saved our clients $3,000,000 in tax savings over the lifetime. Saved our clients over $48,000 in fees. Helped over 3 clients build their first $100,000. Helped all our business owners organize their pension plans. 🌍 Client Diversity: Client acquisition:60% Referrals, 40% Social Media & 0% Cold Calling/Outreach. Having worked with clients from various professions across the United States and worldwide, including medical, interior design, teaching, nursing, hospitality, service model, consulting, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in these fields. Today most of my clients are startup owners. I also collaborate with CPAs, attorneys, and tax advisors to ensure comprehensive and seamless service for my clients. 📈 Specialized Services: I specialize in a range of financial services, including comprehensive financial planning, retirement planning, business structuring, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. 📞 Upwork Consultations: To assist you in understanding the financial services you require and address any questions you may have, I offer 30-minute consultations here on Upwork. I am dedicated to supporting you every step of the way, leveraging my experience and knowledge to guide you through the process efficiently and effectively. 30-minute consultation fee is $75 plus Upwork fee. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget. 📊 Additional Projects: Proficient in Excel and Financial Analysis In addition to my expertise as a financial advisor and portfolio manager, I am highly proficient in utilizing Excel for various financial analysis tasks. I possess advanced skills in budgeting, forecasting, model building, and preparing financial statements such as the balance sheet, income statement, and business projections. My Excel proficiency allows me to streamline and optimize financial data, enabling accurate and insightful analysis. I am well-versed in creating dynamic financial models that provide valuable insights into your business's financial performance and future projections. Whether you require assistance in budgeting, forecasting, or financial statement preparation, I can deliver high-quality results. 🔍🔒 Verifiable Credentials: Find Me on SEC.gov and LinkedIn for Further Verification As a new member on the Upwork platform, I understand the importance of trust and credibility. To provide you with peace of mind and further verification of my professional background, I encourage you to look me up on SEC.gov and LinkedIn. The links to these platforms are provided in my profile below. 🚀Next Steps: English is my preferred language of communication, but I can also provide services in Ukrainian and Russian. I am committed to clear and effective communication and will take the time to educate you on your financial plan to ensure your complete understanding. If you are interested in working together, please reach out to me today. I am always available to discuss your needs further and schedule a call to determine if we are a good fit for each other.

Financial Management
Financial Accounting
Personal Finance & Wealth Management
Wealth Management
Investment Portfolio Review
Portfolio Management
Financial Planning
Financial Plan
Financial Consulting
Financial Analysis
$250 hourly
- 5.0/5
- (1 job)
Versatile, results-driven entrepreneur and executive with expertise in all facets of global business development, operational and change leadership, strategic partnerships, financial management, fundraising and full life cycle product management. Exceptionally adept in crafting innovative solutions that optimize processes and profitability. Proven record of negotiating multimillion dollar deals resulting in mutually beneficial wins and fundraising for startups. Passionate about leveraging emerging technologies to execute strategic vision. Articulate communicator, engaging presenter, and champion of cross-functional teams. Strong relationship builder with clients, stakeholders, and C-Level executives. Dynamic and adaptable professional who is equally comfortable working on the front lines of a startup or driving growth and innovation within a large multinational corporation.

Financial Management
Hiring Strategy
Operational Planning
Business Modeling
Sales
New Product Innovation
Client Management
Fundraising
Innovation Strategy
Cross Functional Team Leadership
Contract Negotiation
Process Development
Strategy
Change Management
Business Development
$111 hourly
- 5.0/5
- (1 job)
I am well-versed in an array of sectors including finance, blockchain, social media, management consultancy, and tech startups. My expertise can be divided into two key categories: Tactical Execution: My background is rich with roles requiring 'athlete' work—practical, hands-on tasks integral to growth, sales & marketing, and business development. I excel in areas like partnership sourcing and negotiation, data-driven market research, business analytics, and sales and marketing strategy implementation. I have demonstrated skills in commercial due diligence, post-acquisition value creation, and operations and process optimization, leading to significant improvements in client bases, deal flows, and network expansion. Strategic Planning: I have led numerous strategic planning exercises, including new market entry, competitive analysis, customer segmentation, and strategy and roadmap design. My industry experience spans finance, blockchain, social media, management consultancy, and tech startups. I have acquired functional experience in competitive analysis, customer segmentation, strategy, new market entry, restructuring, and vendor selection. Additional skills include financial modeling with Excel, market research and sizing analysis, presentations/reporting for various leadership levels and stakeholders, project management, RFP/proposal design, risk assessment, and KPI identification and tracking. Additional skills include AI tools such as OpenAI’s GPT3 & GPT4.

Financial Management
Financial Modeling
Fundraising
Marketing Strategy
Business Plan
Financial Analysis
Strategic Plan
$35 hourly
- 5.0/5
- (67 jobs)
If you’re looking for someone who is in love with the language, has an above average command of it, and combines those virtues with a passionate interest in finance and the markets, you may have struck gold. I've been producing content for entities operating in the capital markets and in the broader financial services sector for a decade. Past assignments include the production of an e-book for a community bank and investment reports for the private equity secondaries market. I've also had the opportunity to work with an investor relations firm producing hundreds of articles over a five-year period for a diverse range of publicly listed companies. In addition, I have written articles, video scripts, white papers, and analyses for media companies, wealth management firms, biotech companies and investment advisors. I believe I’m especially good at presenting abstruse technical ideas in a form that is accessible to a lay readership. So if you need someone to get out a compelling piece of prose on a topic, whether it be mundane or esoteric, I’d be happy to hear from you. To get in touch with me, simply click the green Contact button at the top of the page. Thank you!

Financial Management
Financial Writing
Corporate Finance
Qualitative Research
Investment Research
Content Writing
SEO Writing
$78 hourly
- 0.0/5
- (1 job)
Seasoned finance professional and Duke MBA with over nine years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.

Financial Management
Tutoring
Data Analysis
GAAP
Financial Accounting
Microsoft PowerPoint
Microsoft Excel
Financial Analysis & Valuation
Financial Analysis
Discounted Cash Flow
Cash Flow Analysis
Business Valuation
Financial Modeling
$100 hourly
- 4.1/5
- (7 jobs)
I am a finance professional with 5+ years of experience in Business Valuation and Modeling working for Deloitte in Munich and New York. I build various Valuation and Financial Projections models for startup and Fortune 500 companies. I hold a Master in Financial Management and MSc in Corporate Finance and Banking from EDHEC Business School in France which has one of the top 5 Master in Finance programs worldwide according to the Financial Times. I have worked on projects involving the following: ✅ Financial Modeling ✅ Business Valuation ✅ Financial Audits ✅ Financial Planning ✅ Financial Projection Models ✅ Budgeting / Forecasting I leverage my technical knowledge, critical thinking and attention to detail to help my clients succeed. I would be honored to get the chance to help you with your next project.

Financial Management
Financial Audit
Corporate Finance
Business Analysis
Microsoft Office
Business Valuation
Microsoft Excel
Financial Analysis
Financial Modeling
$60 hourly
- 0.0/5
- (0 jobs)
I am Mariama, your future fractional CFO, COO and business planning partner. I’m a reformed Corporate Finance professional with experience in established and startup small and medium size businesses. My sweet spot is demystifying the numbers with a minimum of Finance and Accounting jargon. Services provided include: *Full service bookkeeping(daily, month end close, reconciliations, year end close and reconciliations) *Financial Reporting *Ensuring profitability and understanding of unit economics *Zero-based and driver-based budgeting * Developing and implementing business strategy * Financial planning & analysis (FP&A) * Financial modeling *Developing dashboards and KPIs *payroll processing *Platforms supported: Quickbooks online, QuickBooks Desktop,XERO. I look forward to partnering with you.

Financial Management
Financial Reporting
Financial Variance Analysis
Budget Planning
Forecasting
Accounting
Cash Flow Modeling
Business Operations
Accounting Tools Setup
Workday Adaptive Planning
QuickBooks Online
Financial Modeling
Finance & Accounting
Financial Planning
$100 hourly
- 0.0/5
- (0 jobs)
Operations and Financial Management Executive with over 20 years of demonstrated success. Operationally savvy finance expert and leader with demonstrated success in Investment Banking Management for global financial services firm. Expertise includes managing business operations, revenue, and expense reporting for gross revenues between $300- $700MM. Ability to drive business decisions that shape future growth opportunities, improve net revenue, promote compliance, and protect the company from potential liability. Highly communicative and supportive leader of global financial and operational teams with extensive success in staff training leadership and motivation. Reputation for driving top levels of employee performance with a track record of promoting team members to higher levels within the organization.

Financial Management
Business Management
Managerial Finance
Management Skills
$30 hourly
- 5.0/5
- (3 jobs)
CAREER OBJECTIVE Detail-oriented professional experienced in strategic planning, cost optimization, and team leadership. Proven track record of developing successful strategies and managing operations to achieve both short-term and long-term goals. Exceptional problem-solving and communication skills, with the ability to motivate and lead teams to success. Highly organized, proactive, and results-oriented, with experience in financial management, organizational development, and operational excellence.

Financial Management
Coaching
Training & Development
Social Media Account Setup
System Automation
Business Planning & Strategy
Staff Orientation & Onboarding Materials
Project Management Office
Customer Onboarding
Employee Onboarding
Operations Management Software
Customer Relationship Management
$120 hourly
- 0.0/5
- (0 jobs)
I am a passionate problem solver committed to designing, optimizing, and implementing financial systems that are tailor-made to address my clients' needs. With a solid foundation in Public Accounting and Corporate Finance, I have gained valuable insight into various industries and honed my ability to identify gaps in financial reporting. Apart from this strong acumen for numbers and regulations, I am proficient in conveying actionable information through detailed reports, and data modeling. Collaborating with me guarantees meticulous work delivered efficiently and timely, ensuring the highest level of quality at every step.

Financial Management
Bookkeeping
Cash Flow Analysis
Financial Reporting
Cost Accounting
Financial Analysis
Accounting Report Creation
Financial Analysis & Valuation
Finance & Accounting
Financial Planning
Financial Modeling
$61 hourly
- 0.0/5
- (0 jobs)
I am a license Certified Public Accountant with 15+ years of experience in budget analysis, ledger processes, financial audits, and streamlining reports in both governmental and private accounting. I am seeking to leverage my accounting expertise and experience while continuing to expand my knowledge in the accounting field.

Financial Management
Treasury Management
Contract Negotiation
Data Integration
Sales Tax
Journal Entries
Internal Auditing
Financial Statement
Accounting Basics
Management Accounting
Account Reconciliation
Bank Reconciliation
Financial Audit
Cash Flow Analysis
Accounting
$35 hourly
- 0.0/5
- (1 job)
I am a Documentary Researcher and Film Producer with experience in personal assistance, project development, pitching to networks (including HBO, Hulu, and Netflix), budget management, social media marketing, film festival & grant submissions, and film production. I have worked with director Erin Lee Carr on three true-crime documentaries, as well as produced and developed several independent award-winning short films that explore diverse and complex topics and perspectives. Whether you're looking for administrative support, creative research, pitch development, or simply a detail-oriented copy editor, I can help. + Knows Microsoft Excel, Quickbooks, Google Suites, Adobe Premiere Pro, Adobe Illustrator, and Photoshop + Detail-oriented Researcher and Copy Editor with quick turn around + Full project management for creative branding, social media campaigns, pitches, and festival & grant submissions + Over communicator interested in new and exciting creative roles, please reach out with inquiries

Financial Management
Grant Application
Story Development
Film Production
Film Editing
Editing & Proofreading
Pitch Deck
Film Budget
Microsoft Project
Conduct Research
Branding & Marketing
Social Media Content
Social Media Management
Personal Administration
Logo Design
$85 hourly
- 0.0/5
- (0 jobs)
Hello, I’m Kelly, the Owner and Operator of Bookkeeper Friend! As a certified bookkeeper with over seven years of experience in diverse administrative and operations roles within nonprofit organizations, I have developed a strong skill set that brings clarity and structure to financial operations. I understand that bookkeeping can be daunting and time-consuming for many business leaders, which is why I established Bookkeeper Friend—to provide a reliable and supportive service that businesses and organizations can truly depend on. At Bookkeeper Friend, we’re committed to providing personalized bookkeeping solutions tailored to the unique needs of each client. Our goal is to relieve the burden of financial management so business leaders can focus on what they do best—growing and running their business. From maintaining accurate financial records to preparing for tax season, we’re here to be the trusted friend you need for all your bookkeeping needs.

Financial Management
Income Statement
Cash Flow Statement
Balance Sheet
Accounts Payable
Bank Reconciliation
Financial Statement
Receipt Management
Account Reconciliation
General Ledger
Intuit QuickBooks
QuickBooks Online
Chart of Accounts
Light Bookkeeping
Bookkeeping
$120 hourly
- 0.0/5
- (0 jobs)
As a veteran entrepreneur and finance executive with over 20 years of experience, I am the Swiss Army knife for startups seeking to navigate the complex journey from vision to market success. My approach is holistic and deeply collaborative. I work closely with founders to: Uncover and articulate the unique value proposition of their innovation Craft a compelling narrative that resonates with investors Develop robust business and financial models that withstand scrutiny Design tailored fundraising strategies that align with business goals Drawing from my experience of raising $40M for my own ventures and leading high-profile M&A deals at Merrill Lynch, I offer invaluable insights into both sides of the fundraising equation. I've helped numerous startups refine their strategy, secure funding, and scale operations. My expertise spans the entire startup lifecycle: - Business model optimization - Financial modeling and projections - Pitch deck creation and refinement - Investor targeting and relationship management - Due diligence preparation - Operational scaling strategies Whether you're preparing for your seed round or Series B, I provide the strategic guidance and hands-on support to turn your vision into a market-leading reality. Let's work together to tell your story, captivate investors, and build a foundation for long-term success. Your startup is unique – let's ensure your strategy, financials, and narrative reflect that uniqueness and drive your growth.

Financial Management
Business Planning & Strategy
Financial Modeling
Pitch Deck
Startup Consulting
Intellectual Property Consulting
Product Development
Mergers & Acquisitions
Business Operations
Business Development
Fundraising
Strategic Planning
Leadership Development
Leadership Coaching
Executive Coaching
$31 hourly
- 0.0/5
- (0 jobs)
I'm a virtual assistant with a passion for beauty, lifestyle, and fashion. I have a solid background in customer service and a keen eye for detail, I offer tailored virtual assistance to help you streamline your business and elevate your brand. -Social Media Management: will create and schedule engaging content, managing social media profiles, and growing your online presence. -Content Creation: I write compelling blog posts, articles, and design eye-catching graphics -Administrative Support: Managing schedules, handles email correspondence -Customer Service: addressing client inquiries, ensuring positive experience for your customers -Market Research: I will conduct thorough research on trends, competitors and the market to help you stay ahead in the industry

Financial Management
Virtual Assistance
Customer Support
Blog Writing
Marketing
Project Management
Data Entry
Market Research
Social Media Engagement
Content Creation
Software Utility
Scheduling
Time Management
Communication Skills
$25 hourly
- 5.0/5
- (1 job)
Chartered Accountant | Financial Management Expert | QuickBooks, Xero and Excel Specialist As a Chartered Accountant with over 10 years of experience, I am passionate about helping businesses grow by maintaining accurate and comprehensive financial records. My expertise in financial management allows me to provide tailored solutions that meet the unique needs of each client. What I Offer: • Comprehensive Financial Reporting: I prepare detailed financial statements, including Profit & Loss statements, Balance Sheets, and Cash Flow statements, giving you valuable insights into your business performance. • Bookkeeping Services: I specialize in managing day-to-day bookkeeping tasks using QuickBooks and Oracle, ensuring that your financial records are accurate and up-to-date. • Budgeting & Forecasting: I help businesses develop budgets and financial forecasts to effectively plan for the future and manage cash flow. • Data Analysis & Excel Proficiency: Utilizing advanced Excel skills, I analyze financial data to identify trends and provide actionable insights that support strategic decision-making. • E-commerce Integration: I have experience integrating financial systems with e-commerce platforms, streamlining processes to enhance efficiency. • Tailored Solutions: I understand that every business is unique, and I customize my services to align with your specific goals and challenges. Why Choose Me? Reliable Communication: I prioritize clear and consistent communication to ensure you are informed and confident in your financial management. Commitment to Growth: My focus is on helping your business thrive by providing the support and insights needed to make informed financial decisions. Let’s work together to enhance your financial operations and achieve your business goals! Feel free to reach out to discuss how I can assist you.

Financial Management
Accounting Software
Chart of Accounts
Oracle
Data Entry
Financial Statement
Balance Sheet
Bank Reconciliation
Microsoft Excel
Intuit QuickBooks
Financial Planning
Light Bookkeeping
Accounting Basics
Bookkeeping
Accounting
$250 hourly
- 0.0/5
- (0 jobs)
Amanda is a passionate public policy professional motivated to deliver institutions with insights to achieve their missions more efficiently. Amanda earned her MPA from NYU’s Robert F. Wagner Graduate School of Public Service, where she specialized in public policy analysis. Outside of her graduate training, she maintains more than 10 years of experience contributing to social impact initiatives ranging from international NGO endeavors with ESG-aligned missions, to policy, program, and budget analysis experience within the public and private sectors. When combined, her professional training and industry experience make her an ideal candidate for opportunities focused on presenting well-defined, data-driven strategies and recommendations that acknowledge the social, economic, and political impacts of proposed solutions.

Financial Management
Government & Public Sector
Grant Writing
Project Management
Environmental, Social & Corporate Governance
Human & Civil Rights
Budget Management
Data Analytics & Visualization Software
Policy Analysis
Public Policy
Public Administration
Proofreading
Content Writing
Business Writing
Academic Editing
$75 hourly
- 5.0/5
- (6 jobs)
Husband and Wife firm with 20+ years combined experience in accounting & Full service book-keeping. Great with start-ups, recreating back years of book keeping, reconciles. Strong experience in Real Estate, Non for profit, high net-worth,Medical offices. QBO Certified capable in desk top as well. Patient and professional, we look to build long term clients both local and remote.

Financial Management
Business Management
Bookkeeping
Corporate Tax
Insurance Consulting
QuickBooks Online
Intuit QuickBooks
Payroll Accounting
$95 hourly
- 4.8/5
- (57 jobs)
I’m a VC Investor working with early-stage startups, SMBs & national organizations to help them gain research-backed insights, position for growth, and raise funds. Through years of experience, I know the earmarks of opportunity and how big & small companies position themselves within that. I’ve worked with a diverse set of clients that include Collabera (strategic M&A initiatives), Indeed (competitive analysis), Cox Communications (AI/ML research), Jolibee (feasibility study), & Stanford Seed (positioning). I hold designations in credit analysis, market research, and six sigma. Fred by the #s: - Maintained a 92% client conversion rate for second projects within 12 months - Produced investment research used to underwrite structured product offerings of $500m+ - Prepared investment materials for funding rounds in excess of $18m. - 70% graduation rate for startups personally sourced - f/o led by Sequoia, Lightspeed, etc.

Financial Management
Pitch Deck
Startup Consulting
Private Equity
Venture Capital Consulting
Venture Capital
Investment Banking
Business Analysis
Investment Research
Financial Analysis
Business Plan
Financial Modeling
Competitive Analysis
Market Research
$95 hourly
- 5.0/5
- (3 jobs)
35+ year corporate and technology executive career | Human Resources and Financial Systems | End-User Computing | CEO/Founder of MyFamilyPlan | Estate Organization and End-of-Life Planner I help individuals jump-start their financial and estate planning journey by helping them organize all the essential details of their life using the MyFamilyPlan Estate Planning Worksheet. MyFamilyPlan is a comprehensive Microsoft Excel workbook designed to support all your financial and estate planning needs. The workbook includes various worksheet tabs that cover essential items, providing templates, drop-down lists, dashboards, summaries, guidelines, instructions, checklists, reference articles, calculators, and easy navigation. MyFamilyPlan organizes all the details of your life in one place so should something happen to you, your Loved Ones, Executor, and/or Trustee will know exactly what to do. Much of what I do is facilitate the completion of MyFamilyPlan that includes the following: 1. Personal, Digital, and Home Security Details 2. Money Details such as Assets, Liabilities, Income, Life Insurance, and Social Security 3. Expenses and Bill Payment Details 4. Essential Estate Activities and Responsibilities – Home, Business, Children, End-of-Life 5. Estate Contacts 6. Funeral Pre-Planning and Postmortem Considerations 7. Legal Estate Documents 8. Retirement Planning Considerations 9. Unique Items such as Business and Relate Estate Details I offer 3 levels of service that are fixed price with deliverable that include a custom MyFamilyPlan Workbook, Activity Report with Suggestions, and a Tax Receipt: ➜ LEVEL 1 - Basic – Covers items 1 to 3 above - $1000 ➜ LEVEL 2 - Deluxe – Covers items 1 to 7 above - $1500 ➜ LEVEL 3 - Custom – Covers items 1 to 9 above - $2200 ➜ Annual // As-Needed Tune-Ups: o Level 1 Tune-Up - $300 o Level 2 Tune-Up - $500 o Level 3 Tune-Up - $750 I offer a $150 consultation that will be deducted from any of the above packages should you decide to proceed. This consultation can be used for Do-it-Yourself (DIY individuals that just need a Q&A session.

Financial Management
Accounting
Accounting Basics
Financial Consulting
Legal Documentation
Trust, Estate & Will Agreement
Personal Business Plan
Personal Budgeting
Personal Administration
Budget Planning
Financial Planning
Financial Accounting
Estate Planning
$25 hourly
- 0.0/5
- (0 jobs)
I was a Series 7 series 63 licensed financial advisor. I actually enjoy sitting at the PC and analyzing for hours, so stock recommendations and/or analyzing your investment portfolio would be right up my alley. Whether you're trying to make short term returns or invest into stocks for years down the road, I know I can assist you. I'm sure there are people who have more experience and may have more clients which generate them more income than myself - But I will say regardless of anything that happens, I will always be 100% honest with you about anything and everything. And I may not know everything about everything, but when it comes to the stock market, I have a success rate of 80%+. My most recent calls were last week (Oct 2-6, 2023) when I mentioned a buy recommendation on Raytheon Technologies (RTX) and crude oil. Both spiked up this week (Oct 9-13, 2023) on the new conflict arising in Israel. EDIT - My most recent winner was US Steel ($X) over 1 year ago when it was sub $20/share - Now involved in a bidding war as high as $55

Financial Management
Trading Lesson
Technical Analysis
Creative Writing
Derivatives Trading
Proofreading
Investment Strategy
Investment Portfolio Review
Investment Banking
Stock Price Prediction
Stock Market
Financial Consulting
Finance
Financial Planning
Financial Analysis
$80 hourly
- 0.0/5
- (0 jobs)
PROFESSIONAL SUMMARY Innovative Business Operations leader with experience in P2M strategies, supply chain logistics, and operational excellence. Skilled in overseeing financial performance and transformative projects across various industries. Known for creative problem-solving and strong skills in engaging and collaborating with stakeholders across all levels, fostering innovation through continuous learning. I excel in bridging the gap between people and technology, leveraging data to uncover opportunities, identify risks, and leading diverse teams toward achieving organizational goals. With an entrepreneurial mindset and a diverse career background, I am well-equipped to assist small startups in establishing or re-engineering their business operations. CORE COMPETENCIES *Strategic Planning & Execution: Proven track record in creating and executing annual brand calendars and process optimizations that enhance operational efficiency and product delivery. *Supply Chain Expertise: Deep understanding of supply chain dynamics, able to strategize and manage inventory with a focus on maintaining fiscal discipline and meeting key deliverables. * Knowledgable with the Microsoft Office tool suite including Sharepoint, MS Project, MS List, Teams, Azure Dev Ops *End to end business operations and inventory management *Know Trello and Service Now inventory managment module *Certified Project Manager with PMI *Certified Lean Six Sigma Greenbelt

Financial Management
Lean Development
Agile Project Management
Business Transformation
Entrepreneurship
Microsoft Office
Budget Management
Customer Relationship Management
Demand-Side Platform
Supply Chain & Logistics
Azure DevOps
Trello
Leadership Skills
Inventory Management
Project Management
$22 hourly
- 0.0/5
- (0 jobs)
Experienced in 10+ years of Bookkeeping, 3 years of Tax Accounting, and 3 years in Business Tax Planning, I bring adaptability, efficiency, and a focus on supervised automation to streamline your financial processes. Let me handle business administration tasks that take time away from your core business, so you can focus on growth and success of your Business. Con más de 10 años de experiencia en contabilidad, 3 años de contabilidad fiscal y 3 años en planificación fiscal empresarial, aporto adaptabilidad, eficiencia y un enfoque en la automatización supervisada para agilizar sus procesos financieros. Permítame encargarme de las tareas de administración empresarial que le quitan tiempo a su negocio principal, para que usted pueda concentrarse en el crecimiento y el éxito de su negocio.

Financial Management
Tax Planning & Advisory
Taxes
Tax Law Compliance
Tax Return
Tax Accounting
SuiteCRM
Trading Strategy
Trading Language
Management Consulting
Financial Planning
Light Bookkeeping
Bookkeeping
Accounting Basics
Accounting
$120 hourly
- 0.0/5
- (0 jobs)
I’m experienced in starting a project and making it successful to its completion. My skills include but are not limited to Procurement, Logistics, Labor negotiations, Startup Consulting, Increasing Productivity, and Reducing Costs.

Financial Management
Microsoft Project
Project Management
Business with 100-999 Employees
Financial Consulting
Management Consulting
Startup Consulting
Business Operations
Budget Management
Budget Proposal
Budget Planning
Contract Negotiation
Project Management Professional
$8 hourly
- 0.0/5
- (0 jobs)
I am a graduate from University of Texas at Dallas with Master's degree in Finance. I have excellent analytical abilities and the capacity to resolve complex financial problems. I have gained knowledge and experience in the finance sector over the past four years. I have good command on oral and written communication and perform well in fast-paced environments. I have strong knowledge of Excel and experience with advanced formulas, Conditional Formatting, Pivot Tables, Filters, Solver, Vlook up-Hlook up. As an enthusiastic and responsible person, I enjoy teamwork and can be a good team leader. Eventually, with experience I envision climbing up the corporate ladder and working as a Senior Financial Advisor at leading companies. Quantitative and managerial skills are something which I possess to analyze financial information, make financial decisions, select and analyze portfolios and manage risk. Technical Skills: MS Excel, Financial Modeling, QuickBooks

Financial Management
Financial Accounting
Financial Audit
Internal Auditing
Management Consulting
Forecasting
Financial Analysis & Valuation
Budget Planning
Bank Reconciliation
Analytical Presentation
Bookkeeping
Accounting
Financial Modeling
Financial Planning
$150 hourly
- 0.0/5
- (0 jobs)
I am a results-driven business professional with extensive experience in financial analysis, corporate development, strategic planning, and revenue growth. I have background in building financial models, and developing strategies that drive revenue and profitability across various sectors.

Financial Management
Business Management
Growth Strategy
Business Consulting
Mergers & Acquisitions
Financial Consulting
Corporate Finance
Strategic Planning
Valuation
Real Estate Financial Model
Real Estate Acquisition
Financial Modeling
Financial Analysis
Finance
Strategy
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