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$90 hourly
Nathan B.
- 5.0/5
- (129 jobs)
I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.

Financial Modeling
Investment Strategy
Certified Financial Planner
Real Estate Investment Assistance
Personal Budgeting
Investment Research
Finance & Accounting
Financial Planning
Financial Analysis
$50 hourly
Justin G.
- 4.9/5
- (27 jobs)
Proficient in: Excel formulas Vlookup xlookup Sumifs if statements nested formulas Salesforce Financial Force Microsoft Power BI Experienced report writer. I have spent almost my whole career writing reports for all areas of large $100M companies down to small mom and pop businesses. During those times I have had a wide variety of other responsibilities, from accounting to sales and everything in between. That being said I know that almost all situations and requirements are different, and I would very much like to learn yours. I am also experienced in Salesforce administration. I am not a coder but usually find a way using process builder and flows to get things accomplished. I am very familiar with the CRM and have experience with other products on the Salesforce platform including FinancialForce, Remedyforce, and Pardot. Your satisfaction is my number one priority and I will make sure that at the end of the project you are happy.

Financial Modeling
Microsoft Word
Salesforce Lightning
Salesforce CRM
Microsoft Power Automate
Financial Reporting
Data Management
Spreadsheet Software
Data Mining
Microsoft Power BI Data Visualization
Microsoft Power BI
Data Analysis
Microsoft Excel
$50 hourly
Travis S.
- 5.0/5
- (65 jobs)
Dedicated Financial Analyst, specializing in informative and persuasive professional presentation. Masters in International Business and relevant certifications from Corporate Finance Institute. Extensive experience with variety of computer applications. I am certified as a Financial Modeling & Valuation Analyst. Some of my skills include; - Corporate Finance Knowledge - Budgeting & Forecasting - Dashboard and Data Visualization - Cost Accounting - Financial Analysis - Scenario & Sensitivity Analysis - Real-estate Financial Modeling - Financial Modeling & Valuation - Building 3 Statement Financial Model - FP&A Monthly Cash Flow - Forecast Modeling - Reading Financial Statements - Merger & Acquisitions Modeling - Startup / E-commerce Financial Modeling & Valuation - Advanced Excel Formulas - VBA Excel - Mathematics - Asset Management Through years of my international experience, I have; - Recommended, developed, and implemented policies that guide the organization in maintaining and improving its competitive position. - Collected, analyzed, and managed quantitative and qualitative data and created meaningful reports to lead business improvement. - Developed strategic partnerships to grow business. Assisted with financial analysis and forecasting. - Reviewed financial statements and analyzed sales expenses and cost variations. - Developed detailed spreadsheets to identify trends and develop forecasts. - Analyzed monthly results and budgets. - Created and delivered presentations, providing recommendations on short- and long-range ROI. - Analyzed and evaluated project viabilities. - Conducted quantitative analysis of financial data to forecast revenue and identify future trends. - Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies. - Performed ad- hoc analysis and reporting.

Financial Modeling
Financial Presentation
Financial Projection
Bookkeeping
Management Consulting
Financial Analysis
Balance Sheet
Business Consulting
$125 hourly
Niccolo M.
- 5.0/5
- (6 jobs)
REAL ESTATE DEVELOPER, BROKER, & ACQUISITIONS SPECIALIST CONSULTANT Michigan licensed Real Estate Broker (SC reciprocity licensing pending)  REAL ESTATE SPECIALIST CONSULTANT Multifamily | Mixed-Use | Single Family | Vacant Land • REAL ESTATE DEVELOPMENT - Repurposed Conversion & New Ground-Up Construction - Market Data & Financial Analysis, Planning, Strategy & Implementation - OPRA | PILOT | BROWNFIELD TIF | FHTC/SHTC | LIHTC 9%-4% | NMTC | ETC. • REAL ESTATE ACQUISITIONS: - Adept deal locator, skilled negotiator and paper worker (LOIs, PSAs, etc.) • REAL ESTATE BROKERAGE / DISPOSITIONS: - Commercial & Residential  CREATIVE CONTENT, BRANDING & MARKETING SPECIALIST CONSULTANT Strategic Design | Planning | Data Analysis | Development | Implementation • GRAPHIC DESIGN - Logos, flyers, documents, marketing materials, etc. • SHORT VIDEO PRODUCTION - Individual & company intros, marketing materials, music videos, social media content, etc. • COPYWRITING & GRANT WRITING - Sales copy, digital copy, email copy, mass email campaigns, grant applications, etc. - legal entity formation (Corporations LLCs and Nonprofit Organization INCs) - 501(c)(3) Nonprofit Organization IRS Recognition of Tax Exemption Application • SOCIAL MEDIA & WEBSITE DEVELOPMENT - Content creation, platform interconnectivity, targeted ads, data tracking, etc.

Financial Modeling
Marketing Strategy
Content Strategy
Investment Strategy
Financial Analysis & Valuation
Financial Analysis
Financial Model
Real Estate Marketing
Real Estate Investment Assistance
Real Estate Financial Modeling
Real Estate Financial Model
Real Estate Business Plan
Real Estate Acquisition
Graphic Design
Real Estate
$120 hourly
Benjamin R.
- 5.0/5
- (1 job)
I'm a financial leader with experience in M&A and FP&A while working in a private equity and Fortune 500 environment. My strength is converting complexity into actionable information for businesses of all sizes. Additionally, I have 3 years of experience as a real estate investor/owner and property manager (two properties, four doors).

Financial Modeling
Valuation
Finance
Private Equity
Forecasting
Revenue Management
Due Diligence
Financial Reporting
Mergers & Acquisitions
Financial Analysis
Management Consulting
$80 hourly
Michelle S.
- 5.0/5
- (33 jobs)
I am a statistician and business analytics consultant, particularly skilled in areas such as financial projections, business analysis, decision analysis, & applied statistics. I have a Masters in Applied Statistics from Pennsylvania State University plus additional experience, and have experience working with big (and often messy) data in a variety of industries, including manufacturing, financial services, social sciences, psychology, Poker GTO, training & development, and healthcare. I have completed a wide variety of projects successfully and with strongly positive feedback. Projects range from product pricing analysis, logistics/shipping decision modeling, hospital queuing model development, creation of flexible and dynamic excel templates/tools for both statistical and business models, analysis of survey & training data, predicting behaviors in social settings, advising on statistical designs for research proposals, and more.

Financial Modeling
Business Analysis
Data Modeling
Marketing Operations & Workflow
Forecasting
Operations Research
Statistics
Microsoft Excel
Mathematics
Operational Plan
Data Interpretation
Google Docs
Operations Analytics
Data Analysis
$80 hourly
Kurt B.
- 0.0/5
- (1 job)
I'm a data analyst with over five years of experience. My background in applied mathematics has granted me a breadth of knowledge that can be applied to a variety of business and technical problems. I am most skilled with · Complex data sets such as healthcare claims data (SQL, Python, dbt) · Data visualization and descriptive statistics (Tableau, Looker, SAS) · Predictive modeling (financial, behavioral, time series) · Data governance and regulatory compliance (SOX controls)

Financial Modeling
dbt
LookML
Python
Root Cause Analysis
Predictive Analytics
Microsoft Excel
Looker
Tableau
SQL
Business
Visualization
Analytics
$120 hourly
Jakobe C.
- 0.0/5
- (0 jobs)
Whether you’re in need of CFO services, financial due diligence, consulting, or tax preparation, Ironside is here to serve you! Our hope is to build a long-lasting relationship while handling your needs efficiently and professionally as implied by our motto - ‘Let all things be done decently and in order’. We are in a growth phase and open to new clients. If you’re looking for reputable and experienced CPA, please don’t hesitate to contact me.

Financial Modeling
Estate Planning
Tax Law Compliance
Financial Projection
Microsoft Excel
Analytical Presentation
Internal Auditing
Tax Planning & Advisory
Financial Accounting
CPA
Certified Tax Preparer
Finance & Accounting
Accounting
$110 hourly
Nicole B.
- 0.0/5
- (0 jobs)
A strategic financial analyst with expertise in financial transformation, operational efficiency, and growth strategy across healthcare, consumer goods, retail, and technology. Proficient in leveraging financial insights to drive executive decision-making, optimize P&L performance, and align business strategies with long-term objectives, catering to organizations of all sizes. As the Director of a large behavioral health provider, I led the financial strategy for 36 programs, securing over $1 million in additional revenue and reducing costs by more than $2 million. Previously, as Senior Manager of Financial Planning and Analysis (FP&A) at an international sports protection and sunglass company, I oversaw M&A integration, secured $8 million in funding, and optimized financial reporting processes. I have held leadership roles across various industries, including technology, manufacturing, distribution, healthcare, wellness and fitness, and food service. I hold an MBA from the University of Arizona and am an alumnus of Florida State University, recognized for my expertise in M&A, FP&A, and financial strategy.

Financial Modeling
Financial Reporting
Financial Analysis & Valuation
Data Analytics & Visualization Software
ERP Software
Analytics Dashboard
Mergers & Acquisitions
SaaS
Private Equity
KPI Metric Development
Forecasting
Management Consulting
Analytical Presentation
Financial Planning
$100 hourly
Bobby T.
- 0.0/5
- (0 jobs)
I'm a Professional looking for additional challenges in my free time. My current role is not challenging and I have plenty of free time to work for others.

Financial Modeling
Financial Reporting
Microsoft Excel PowerPivot
Financial Consulting
Financial Audit
Financial Statement
Financial Analysis & Valuation
Financial Analysis
Bookkeeping
Finance & Accounting
Corporate Finance
Data Analysis
Cost Analysis
Financial Planning
Accounting
$35 hourly
Grayson H.
- 0.0/5
- (0 jobs)
MBA candidate who thrives at the intersection of commercial growth, market analysis, and supply chain optimization. I bring a curious mindset and analytical rigor to every project, whether it's developing go-to-market strategies, conducting market research, or building financial models. I have a natural curiosity that has taken me across multiple industries and functions (and has also brought me to this platform!), giving me a unique lens for problem-solving. I excel at breaking down complex challenges into clear, actionable steps while maintaining strong communication throughout the process. Armed with advanced Excel modeling skills and a data-driven approach, I help clients uncover opportunities and implement practical solutions that drive results. I'm particularly passionate about projects that combine strategic thinking with hands-on analysis. Always eager to tackle new challenges and adapt to different business contexts. Let's discuss how I can help move your project forward!

Financial Modeling
Data Analysis
Business Development
Process Optimization
Program Management
Data Visualization
Strategic Planning
Market Research
Supply Chain Management
Microsoft Excel
$50 hourly
Connie Y.
- 0.0/5
- (0 jobs)
I am a finance professional with experience in financial underwriting and modeling for small and medium sized businesses. - I am experienced in Excel and Argus - I can build detailed cash flows, sources and uses, waterfall distributions, valuation summaries, return analyses, full and dynamic models specific to your business

Financial Modeling
Underwriting
Computer
Microsoft Excel
Real Estate Acquisition
Adobe InDesign
Real Estate Financial Model
Presentations
$150 hourly
Marisa P.
- 0.0/5
- (0 jobs)
Whether you need a financial plan for your new company, a growth strategy for your growing business, or an acting CFO for your project, I can help. I am a Finance professional of 13 years with extensive experience in the food & beverage, logistics, and fashion / retail industries. I have worked with Fortune 500 companies & small businesses domestically in Detroit & NYC and internationally in Paris. My real passion is startups and small businesses, and I love to use my skills to develop growth strategies for new and growing companies. My financial services range from budgeting and planning, sales and headcount strategy, capital management, compensation planning, and much more. I pride myself on open and easy communication. Let's strategize!

Financial Modeling
Sales Analytics
Compensation
Growth Strategy
Forecasting
Financial Consulting
Financial Statements Preparation
Valuation
Management Accounting
Managerial Finance
Risk Management
Capital Expenditure
Cost Planning
Cash Flow Analysis
Budget Planning
$65 hourly
Mohsen K.
- 0.0/5
- (0 jobs)
🔹 MBA (Michigan Ross) | 10+ Years in Finance, Operations & Strategy 🔹 Expert in Business Planning, Cost Reduction, Financial Modeling & KPI Dashboards Hi, I’m Mohsen—a hands-on management consultant and business analyst with over a decade of experience helping companies solve strategic problems, optimize operations, and unlock profitability. I work with startups, SMEs, and large enterprises to build actionable strategies, create custom financial models, and translate data into decisions that drive measurable results. Whether you're trying to improve your budgeting process, evaluate a new investment, or understand what's slowing your business down—I can help you figure it out and fix it. ✅ Here’s What I Can Do for You: 🔹 Business & Strategic Planning Build detailed business plans and strategic roadmaps Develop market entry or growth strategies backed by research Align business goals with operational capabilities 🔹 Financial Modeling & Budgeting Build custom financial models (P&L, Cash Flow, ROI, Breakeven) Create budget plans, cost optimization strategies, and forecasts Perform scenario analysis for investment decisions or risk assessment 🔹 Performance Improvement & Operations Identify inefficiencies across your business functions Design and implement KPI dashboards (Tableau, Power BI, Excel) Set up processes for performance tracking and cost control 🔹 Research & Analysis Conduct market and competitive analysis Perform SWOT, PESTLE, and risk assessments Support M&A due diligence and opportunity evaluation 🔹 Executive-Level Reporting & Support Prepare board decks, investor presentations, and business cases Translate technical/financial data into clear, decision-ready reports 🔹 Elite MBA Admissions Consulting and/or graduate/undergraduate admissions consulting 🛠 Tools I Use: Excel (Advanced, Solver, VBA) | Power BI | Tableau | KNIME SAP FI/CO| Financial Modeling Standards Familiar with Lean, Six Sigma, Value Stream Mapping (Pro Model, Anylogic) 💬 Let’s Talk Results: I’ve led global projects worth $1.8B+, reduced project costs by $25M, and implemented systems that improved forecasting accuracy and operational timelines. My goal is always the same: solve real problems and deliver real value—on time and on budget. 📩 Message me if you're looking for a consultant who doesn't just give you slides, but gets things done.

Financial Modeling
Optimization Modeling
Digital Transformation
Project Management
Business Valuation
Data Analysis
Market Analysis
Budget Planning
Forecasting
Growth Strategy
Corporate Finance
Business Planning & Strategy
$75 hourly
Will K.
- 0.0/5
- (0 jobs)
Professional Financial Services for HOA and Condo Associations I specialize in providing accounting and financial management services for Homeowners Associations (HOAs) and condo associations. I work alongside volunteer board members to ensure their financial operations run smoothly and efficiently. By partnering with the board, I take on the responsibility of managing the financial tasks, so you can focus on what matters most—creating a thriving community. With my services, you’ll have peace of mind knowing that your community’s finances are being professionaly managed. My Comprehensive Financial Services Include: 1. Monthly Bookkeeping & Bank Reconciliation: Timely and accurate tracking of all financial transactions to keep your accounts up-to-date. 2. Financial Statement Preparation & Custom Reporting: Clear and detailed financial reports tailored to your association’s needs. 3. Bill Pay Management: Efficient management of all your accounts payable to ensure timely payments and avoid late fees. 4. HOA Dues Collections & Delinquency Follow-up: Streamlined processes for dues collections and diligent follow-up on delinquencies. 5. Vendor 1099 Tracking & Filing: Accurate tracking and filing of 1099 forms for your vendors, ensuring compliance with tax regulations. 6. Annual Budget Preparation & Long-Term Financial Planning: Strategic planning and budgeting to secure the long-term financial health of your community.

Financial Modeling
Account Reconciliation
Bank Reconciliation
Budgeting & Forecasting Software
Financial Reporting
Accounts Payable
Accounts Receivable
Bookkeeping
Accounting
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