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  • $150 hourly

    • 5.0/5
    • (74 jobs)
    Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.
    Featured Skill Financial Modeling
    Visual Basic for Applications
    Investment Research
    Investment Strategy
    Chartered Financial Analyst
    Portfolio Management
    Microsoft Excel
    Financial Analysis
  • $140 hourly

    • 5.0/5
    • (11 jobs)
    Former Wall Street based real estate private equity/finance professional. Expert in real estate investment & financial analysis with over 10+ years of investment, development, and asset management experience. Prior to forming my own business I worked as investment associate for Tishman Speyer, one of the world's premier investment/development managers, and also spent several years working for Wells Fargo Commercial Real Estate Finance (investment banking division). I have underwritten over $5Bn+ worth of real estate investments on both the equity and debt side of transactions. Underwriting, advisory, and management expertise include: -Cash flow proformas -Optimal decision analysis including hold/sell and incremental return projections -Property acquisitions, development, and asset management advisory -Debt underwriting, loan closing, and other finance related activities -Pitch decks/investment memos for lenders and investors -Professional business writing -Equity waterfalls projections (GP/LP) -Modeling of capital stacks including senior and mezz debt, and GP/LP returns -Market analysis and reports -Commercial lease underwriting, negotiation, and closing -Legal related organization and management, including: land condos, PSA's, development agreements, asset management agreements, and other management agreements
    Featured Skill Financial Modeling
    Underwriting
    Real Estate Appraisal
    Real Estate Law
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Real Estate
    Finance & Accounting
  • $140 hourly

    • 4.0/5
    • (129 jobs)
    -Degree in Business Economics from Brown University -Former investment banker and entrepreneur -Advised and executed on over USD4.0 billion of transactions across capital markets and mergers and acquisitions -Extensive experience building financial models, industry/market overviews, and buy/sell-side investment opportunity presentations -Currently managing an angel fund with $10 mm aum with investments in bombas.com, cleancult.com, hatchcollection.com, trygatsby.com, donegood.com, littlechonk.com, spacex.com, lightshiprv.com -Have helped startups raise over $12 mm across pre-seed through Series B
    Featured Skill Financial Modeling
    Startup Consulting
    Investment Banking
    Venture Capital Consulting
    Investor Overview
    Fundraising
    Corporate Finance
    Financial Writing
    Corporate Strategy
    Business Valuation
    Pitchbook
    Company Valuation
    Business Plan
    Financial Analysis
  • $175 hourly

    • 4.9/5
    • (19 jobs)
    EXCEL | PROCESS MODELING | ANALYSIS | SPREADSHEETS | POWERPOINT | MARKET STUDIES I'll provide quick turnaround of your analysis, business plan or presentation need. Experience with all types of businesses from startup ideas to multinational corporations. Interested in understanding YOUR unique business challenge and bringing my diverse background to your challenges.
    Featured Skill Financial Modeling
    Market Research
    B2B Marketing
    Due Diligence
    Competitive Analysis
    Mergers & Acquisitions
    Internet Survey
    Microsoft PowerPoint
    Branding
    Business Modeling
    Business Development
    Business Process Modeling
    Strategic Plan
    Business Plan
    Microsoft Excel
  • $100 hourly

    • 5.0/5
    • (18 jobs)
    Highlights: -Senior Analyst for a $1.5 Billion mixed-use portfolio, responsible for evaluating and communicating the impact of acquisitions, operations, redevelopment, leasing, and sales on cash flow and investment returns. -Experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python. -Partners included some of the largest Pension Funds, Banks, and Insurance companies in the world. Responsible for building and presenting Investment Memorandums, Business Plans, and Financing Requests. -Developed and maintained Cash Flow and Valuation models for a leading NRSRO Credit Rating Agency, utilized in generating CMBS ratings relied on by institutional investors. -Underwriting over $7 billion of Commercial Real Estate properties across all asset types. -Securing over $500 million of Construction, Bridge, and Permanent financing As the Senior Analyst for a leading mixed-use Mid-Atlantic Real Estate Development firm, I have experience in all stages of the Real Estate lifeycle, including but not limited to: Acquisition and Disposition/Sale: Underwriting and Due Diligence, Contracts, Investment Memorandums, Prorations, Waterfalls Financing: Construction, Bridge, and Permanent financing Operations: CAM and Tax Reconciliation, Budgeting and Reforecasting Valuation: Extensive experience with Argus and Excel modeling, including integration with internal and extenal APIs and databases. Scenario Analysis: Evaluating and communicating the impact of operations, leasing, and potential dispositions or repositioning on partner distributions and investment returns. In addition, I am an experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python.
    Featured Skill Financial Modeling
    Financial Projection
    Pro Forma Statement
    Industry Knowledge
    React
    Investment Research
    Cash Flow Modeling
    Argus
    Real Estate Financial Modeling
    Financial Analysis
    Python
    SQL
  • $100 hourly

    • 5.0/5
    • (4 jobs)
    An experienced CPA, with a masters in taxation from Georgetown University and significant Big Four accounting firm experience, who is well-versed in tax planning, tax compliance, bookkeeping, and CFO services. I leverage my experience, the latest technology, and data & analytics to save companies and individuals in taxes, keep them compliant, and help them grow their businesses.
    Featured Skill Financial Modeling
    International Taxation
    Corporate Tax
    Tax Planning & Advisory
    US Taxation
    Bookkeeping
    Financial Reporting
    Certified Tax Preparer
    Accounting Principles & Practices
    Tax Strategy
    Tax Law
    Financial Accounting
    Tax Return
    Technical Accounting
    Financial Projection
  • $175 hourly

    • 5.0/5
    • (24 jobs)
    Having spent more than 16 years in the Finance and Management industries, I successfully enabled over 100 entrepreneurs, companies, non-profits and governments to expand their business, manage their finances, develop their economies and right-size their operations. As a fractional Chief Financial Officer and Chief Operating Officer, I assisted several startups in various industries (such as E-Commerce, SaaS, Web3, Crypto, Medtech, venture capital, energy, etc) in building their financial and operational capabilities, including: - developing accounting policies and controls; - managing accounting processes such as monthly closes, A/R, A/P, Reconciliation and Reporting; - developing HR and IT functions, including hiring process and technology management program; - running and integrating ERP systems with payment processing and accounting systems (Quickbooks, Netsuite, Xero, Quickbase, Paypal, Expensify, etc) - building a strategic finance function, including budgeting, KPI development, Financial Planning and Analysis - assisting with fundraising strategies and equity management, including management of third-party systems such as Carta During my stint as an Investment Banker, I managed many acquisitions and divestitures from sourcing to closing, and helped clients to develop: - business strategy - competitive landscape analysis - financial forecasts - fundraising and sales pitch decks - board presentations - business valuation - transaction management and negotiation During my stint as a portfolio manager, I assisted in achieving the targeted returns through developing: - risk-based allocation strategies - hedging and dynamic portfolio management tools - customized benchmarking During my stint as a fixed income trader, I helped companies to understand the capital markets and provided liquidity to market participants through creating: - risk management and pricing models - market analysis and idea generation As a Chartered Financial Consultant, I help individuals and companies to manage and expand their wealth according to their needs through: - expense tracking models - risk-based wealth management strategies - optimization of income production and debt reduction - life planning strategies Through my wealth of experience and versatile skill sets, I hope to be able to assist you in meeting your goals. Looking forward to having a conversation, and hopefully working with you!
    Featured Skill Financial Modeling
    Company Valuation
    Investment Strategy
    People Management
    Shareholder Relationship
    Investor Overview
    Entrepreneurship
    Venture Capital Consulting
    Business Services
    Business Analysis
    Financial Analysis
    Presentations
  • $100 hourly

    • 5.0/5
    • (2 jobs)
    Financial Executive who has worked with large public corporations, and entrepreneurial start-ups. Adept in developing financial policies and procedures, managing budgets and operations, developing strategies to increase profitability, and reducing costs, ensuring compliance with regulatory requirements, overseeing cash flow management, auditing functions, and created foundation for company to go from private to public.
    Featured Skill Financial Modeling
    General Ledger
    Account Reconciliation
    SEC Reporting
    Financial Reporting
    Financial Audit
    Financial Management
    Financial Consulting
    Financial Disclosure
    Financial Analysis
    Financial Accounting
    Finance & Accounting
    Accounting
    Accounting Basics
    Bookkeeping
  • $55 hourly

    • 5.0/5
    • (1 job)
    I'm a Certified Public Accountant, experienced in accounting and finance field which is a big bucket of services. Whether you're trying to cleanup your books, do monthly accounting , tax preparation, I can help. More than 20 years of accounting experience. Full accounting service from maintaining books to filing tax returns from start to finish. Knows Quickbooks online, Microsoft Dynamics and Oracle Fusion
    Featured Skill Financial Modeling
    Company Registration
    Business Consulting
    QuickBooks Online
    Tax Planning & Advisory
    Bookkeeping
    CPA
    Cash Flow Analysis
    Tax Preparation
  • $45 hourly

    • 5.0/5
    • (5 jobs)
    I am an experienced Operations Manager and Financial Analyst with a proven track record in optimizing processes, reducing costs, and driving measurable results. With over 9 years in roles ranging from Amazon Area Manager to healthcare acquisitions, I have consistently delivered improvements in efficiency and performance. I’ve led teams, enhanced billing operations, and contributed to significant cost savings. My expertise includes financial modeling, data analysis, and proficiency in Microsoft Excel, ensuring accurate and insightful decision-making. Let's collaborate to achieve your goals with precision and efficiency.
    Featured Skill Financial Modeling
    Revenue Cycle Management
    Financial Report
    Income Statement
    Project Management
    Supply Chain Optimization
    Acquisitions
    Process Optimization
    Team Management
    Operational Planning
    KPI Metric Development
    Microsoft Excel
    SWOT Analysis
    Data Analysis
    Financial Analysis
  • $55 hourly

    • 5.0/5
    • (3 jobs)
    After many years working in the banking industry, alongside start-up companies, I've decided to go out on my own and begin financial consulting and fractional CFO work for start-ups. I'm highly familiar with what banks/investors are looking for when viewing start-up financials, and my expertise can help your start-up get the loan or equity raise it deservers.
    Featured Skill Financial Modeling
    Financial Analysis
    Finance & Accounting
  • $80 hourly

    • 5.0/5
    • (1 job)
    CAREER PROFILE SUMMARY I am based in the U.S. transitioning my responsibilities at Indigenous Go Africa. At the helm of a startup, Indigenous Go Africa, my strategic vision and operational acumen have cultivated a thriving agribusiness with substantial growth. In just three years, we've secured over $2.4M in financing including grants from USAID and private equity, driving our annual turnover to an anticipated $1.2M in 2024. Our focus on rice production has not only fostered economic growth but also generated community empowerment, with over fifty local women and youth engaged and excelling in their roles. My expertise is rooted in a robust international career where, at American Express, I honed essential skills in structured finance, risk analysis, and insurance, leading a multi-geographical team. This diverse experience has been pivotal in my ability to adapt and innovate in the dynamic African agricultural sector, while my commitment to ethical leadership ensures that
    Featured Skill Financial Modeling
    Investor Overview
    Funding Needs Assessment
    Enterprise Risk Management
    Financial Consulting
    Financial Analysis & Valuation
    Financial Analysis
    Cash Flow Analysis
    Cash Flow Modeling
    Budget Management
    Budget Planning
  • $75 hourly

    • 4.9/5
    • (1 job)
    I provide fractional CFO & Controller services customized based on your firm's unique needs and size, as you grow. - 13 years of accounting experience in Venture Capital and Private Equity Industry - Prior experience working with Big Four accounting firms (EY, KPMG and Deloitte) - Experience working with clients with $10 million - $200 million turnover Are you a growing business in need of a fractional CFO or Controller to efficiently manage your finances and books as you scale? Contact us for customized Controller/CFO solutions designed to meet your firm’s unique needs!
    Featured Skill Financial Modeling
    Private Equity
    Venture Capital
    Financial Management
    Financial Accounting
    Financial Projection
    Financial Plan
    Accounting Advisory
    Financial Consulting
    Financial Analysis
    Financial Analysis & Valuation
    Finance & Accounting
    Management Consulting
    Financial Planning
    Accounting
  • $150 hourly

    • 4.9/5
    • (52 jobs)
    TOP RANKED FINANCE FREELANCER FOR OVER 5 YEARS: Fractional CFO for SaaS, health care, cultivation and other businesses, Corporate Finance Specialist, Experienced Venture Capital and Private Equity Principal, Entrepreneur, and Portfolio Manager with excellent track record. While in the financial sector for over 20 years, I have worked in management positions with start-ups, early and mid-stage companies as well as small, medium and large cap enterprises. This experience allows me to offer professional financial and accounting services to all my clients. Specifically, I enjoy being able to help in the decision making process by developing sophisticated business models for new enterprises, new product or service offerings, bank and equity financings as well as for company valuations, M&A activities and general business purposes. As part of my CFO responsibilities, I prepare budgets, cash flow projections, detailed financial statements for internal and external reporting purposes, as well as compliance reports for regulatory agencies and banks. On the corporate finance side, I have analyzed, structured and closed on hundreds of deals from equity and mezzanine to senior level financing. As a portfolio manager, I have also been responsible for guiding companies at all levels of their development providing critical advice, strategic planning, analysis and direction, and accounting services, taking early stage companies to higher levels and successfully addressing structural issues at mature companies. In addition, having analyzed and developed hundreds of business plans and presentations for a wide variety of businesses, I am able to apply those principles to produce effective presentation material that places the enterprise in the best possible light while maintaining fiduciary integrity. Having been on both the buy and sell side of transactions, I know what investors need to be able to make informed decisions. Also, I am thoroughly comfortable preparing and making C-Suite level presentations. While I am a generalist regarding industry specialization, I have particular experience in media and communications, health care, particularly in the nursing home and assisted living sector, publishing, entertainment, real estate and consumer industries. My mission is client satisfaction through effective communication, attention to detail and efficient execution.
    Featured Skill Financial Modeling
    Financial Accounting
    Business Development
    Business Valuation
    Financial Prospectus Writing
    Business Modeling
    Business Plan
    Financial Analysis
    Microsoft Excel
  • $165 hourly

    • 4.9/5
    • (23 jobs)
    Anthony (Tony) Palladino is a trusted advisor to entrepreneurs and private equity investors and is dedicated to building enterprise value. Forty years of entrepreneurial business and consulting experience as an executive in early stage, technology based, high growth companies operating in the global marketplace. An award winning CPA with a Masters (with honors) from Columbia University Graduate School of Business with very strong skills in analysis and synthesis. Successfully driven and managed both fund raising (6 senior debt, 4 sub debt and 5 equity financings) and liquidity events (8 exits plus an IPO) as well as 6 acquisitions.
    Featured Skill Financial Modeling
    CPA
    Business Modeling
    Startup Consulting
    Financial Accounting
    Financial Management
    Business Management
    Business Plan
    Financial Analysis
    Business Analysis
  • $90 hourly

    • 5.0/5
    • (23 jobs)
    Technologist: Varied technical skills, ranging from: embedded systems, IC design, mobile app development, 3-D Modeling, ECAD, to financial risk management and modeling. Goals: Planning, developing and managing emerging technology-based solutions. Software skills: Java (J2SE, Android, embedded), C/C++, Objective-C/iOS, Python, performance tuning, design-for-test, distributed, multithreading. Embedded applications in: Lighting, IoT, temp-control, Smart-Home. Systems incorporating Atmel, Raspberry Pi, Particle, and Beagle Bone platforms. Search for joe-cicchiello on LinkedIn
    Featured Skill Financial Modeling
    Electronic Design
    Distributed Computing
    Image Processing
    Firmware Programming
    Arduino
    3D Modeling
    Mobile App Development
    MongoDB
    Apache CouchDB
  • $200 hourly

    • 5.0/5
    • (34 jobs)
    I am an expert in building business models and financial plans, specializing in small businesses and startups. I honed my skills through 20 years of hands-on experience managing complex projects for large, international companies like Heineken and M&M/Mars. My specialties include: - Revenue projections - Cost Analysis - Fractional CFO/Controller - Cash Flow forecasting - Financial Modelling - Business Plans - Valuations - Sales Tax - Startup Advisory - ecommerce consulting - Microsoft Excel expert with VBA programming - CARES Act (PPP) - NetSuite Administrator - Certified Quickbooks Advanced Online Accountant I am a Chief Financial Officer/Controller with an MBA in Corporate Finance and am a Certified Management Accountant.
    Featured Skill Financial Modeling
    Intuit QuickBooks
    Corporate Strategy
    Internal Control
    Ecommerce Website Development
    Business Modeling
    Startup Consulting
    NetSuite Administration
    Microsoft Excel
    Business Plan
  • $79 hourly

    • 5.0/5
    • (4 jobs)
    CFO and financial controller with over fifteen years of international experience in technology, travel management, airline and technology companies. Business analysis including the preparation of Income Statements, Balance Sheets and Cashflow Statements. • Compliance with generally accepted accounting standards and audit requirements • Expert in accounting systems including Sage ERP and QuickBooks • Asset management including banking relationships, accounts receivable and accounts payable management • Review of and clean-up of existing financial statements Business plans and financial projections: • Prepare annual budgets and projections combining historical financials with future projections
    Featured Skill Financial Modeling
    Budget Management
    Financial Reporting
    Corporate Strategy
    Fundraising
    Startup Consulting
    Due Diligence
    Business Plan
    Contract Negotiation
    Mergers & Acquisitions
  • $75 hourly

    • 0.0/5
    • (6 jobs)
    Dedicated and passionate Real Estate Analyst experienced in commercial, residential, and multi-family. Excel real estate financial modeling, cash flow analysis, lease analysis, due diligence, acquisitions, property valuations, property management, construction and more. Over 36 years in real estate working for real estate developers, investors, brokerage agency, Bank - Commercial real estate lending and property managers. BA in Finance and Accounting and an MBA in finance. Thank you for your time and I hope you will consider me on your next real estate project.
    Featured Skill Financial Modeling
    Financial Model
    Modeling
    Financial Analysis
    Commercial Building
    Management Accounting
    Real Estate
    Construction
    Property Management
    Cash Flow Analysis
    Financial Projection
    Income Statement
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    I am a finance professional with 10+ years of experience building robust & sustainable financial models in Microsoft Excel using VBA.
    Featured Skill Financial Modeling
    Financial Presentation
    Data Modeling
    Excel Macros
    Financial Planning
    Financial Analysis
    Microsoft Excel
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    - Keen focus on commercial real estate advisory and investment. I previously worked as an Investment Analyst under Investment Sales team at CBRE Vietnam, where I conducted financial modeling, valuation, and proforma analysis for various CRE projects, and contributed to facilitating major deals with renowned institutional investors. I am looking forward to applying my domain expertise (real estate modeling) to create high-end services to the clients. - I also have a side hobby of taking scenic and portrait photos wherever I visit, using my canon EOS 7d camera. Looking forward to using my photography skill to help you with decent pictures.
    Featured Skill Financial Modeling
    Portrait Photography
    Street Photography
    Residential Real Estate Photography
    Commercial Real Estate Photography
    Corporate Finance
    Language Instruction
    Real Estate Financial Model
  • $55 hourly

    • 0.0/5
    • (0 jobs)
    I provide my clients with the knowledge and advice they need to help grow and secure their wealth for today and into the future. This involves reviewing their investment portfolios to construct the optimal strategy for achieving their goals of growth and risk management. It means making sure they are prepared for a retirement where they can maximize the enjoyment of their assets, and simultaneously preserve what they have accumulated to last for themselves and their families. It also requires my clients to be fully prepared for future tax liabilities while taking advantage of any tax saving strategies. I act as an advisor for anything that affects the financial lives of my clients Specialties: • Portfolio Management • Retirement & Cash Flow Planning • Compensation & Benefit Analysis • Tax Planning • Insurance Review • Estate Planning
    Featured Skill Financial Modeling
    Article Writing
    Content Writing
    Business Development
    Writing
    Excel Macros
    Microsoft Excel
    Investment Research
    Investment Portfolio Review
    Bookkeeping
    Accounting
    Financial Planning
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    We are a team of professional accountants, auditors and tax professionals. We specialize in helping businesses like yours stay on top of their finances, so you can focus on what you do best—running your business. Many business owners struggle with accounting, bookkeeping, and tax filing because it’s time-consuming and can be complex. That's where we come in. We offer comprehensive services to keep your financials organized, reduce stress during tax season, and ensure you’re always in compliance with the latest regulations. Whether it's day-to-day bookkeeping, preparing and filing your taxes, or helping you with financial planning, we provide comprehensive and reliable support tailored to your business needs. We understand that as a business, you need every dollar to count. That's why we work to find ways to minimize your tax liabilities, improve cash flow, and set you up for growth. Our goal is to make your financials as easy to manage as possible so that you can focus on growing your business. For additional details, please refer our website: itaxexperts.com or call at +1 347 754 5725
    Featured Skill Financial Modeling
    Licensing
    Financial Planning
    Invoice
    Financial Analysis
    Financial Statements Preparation
    Finance & Accounting
    Tax Strategy
    Tax Return
    Company Registration
    Sales Tax
    Payroll Accounting
    Tax Preparation
    Bookkeeping
    Accounting
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Finance executive with 20+ years of experience in Finance and Compliance, specializing in FP&A, process improvement, and cost optimization. Proven track record of leading FP&A teams, streamlining financial reporting, and driving profitability through strategic financial planning. Most recently worked as a consultant in Liquidity and Risk Management at Capital One, following a successful tenure at Standard Chartered Bank in multiple senior FP&A roles. Seeking opportunities as a Division/Business CFO, Head of FP&A or Finance Director EXPERTISE • Executive Leadership • FP&A • Process Improvement • Capital Optimization • C-level presentation and communication • Program / Project Management • Cost Allocation • Performance and expense management • Strategic & Financial Planning • Bilingual fluency in Spanish TARGET ROLES • Product / Division CFO • Director / Head of FP&A • Project/Program Manager TARGET INDUSTRIES / COMPANIES • Financial Services: JPMorgan, Citi, BNY Mellon, Wells Fargo, MasterCard • Technology & eCommerce: Amazon, Google, Facebook • Fintech: Robinhood, BlockFi, Current • Other: CocaCola, P&G, Loreal, KPMG
    Featured Skill Financial Modeling
    Team Management
    Risk Management
    Change Management
    GAAP
    Cost Management
    Financial Analysis
    Budget Management
    Process Improvement
    Management Consulting
    Essbase
    Program Management
    Strategic Planning
    Analytical Presentation
    Financial Planning
  • $149 hourly

    • 0.0/5
    • (0 jobs)
    Operations-focused finance professional with extensive experience in building and scaling strategic finance / FP&A functions for B2B SaaS companies. Expertise spans corporate planning, capital raising, cash flow management, GTM operations & analytics, M&A integration, and IPO readiness. - Led and built FP&A functions at multiple unicorn B2B SaaS companies. - Deep experience in developing corporate models and investor presentations for venture funding. - Strong working knowledge of Salesforce (SFDC) and GTM operations.
    Featured Skill Financial Modeling
    Sales Operations
    Financial Model
    Cash Flow Analysis
    Cash Flow Modeling
    Financial Projection
    Budgeting & Forecasting Software
    Corporate Finance
    SaaS
    Venture Capital
    Due Diligence
    Budget
    Budget Planning
    Financial Analysis
    Financial Planning
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Our firm provides comprehensive accounting, financial and audit services, leveraging Big 4, industry, and government experience. We specialize in accounts payable/receivable, treasury management, bookkeeping, reconciliations, and automation of finance processes. Our expertise extends to month-end close, GAAP consultations, financial reporting, and performance analysis. We offer fraud risk management, SOX compliance, and controls advisory, along with pre-audit services and financial statement preparation. Our FP&A services include financial modeling, budgeting, scenario analysis, and managed FP&A support. With a global reach across multiple time zones, we deliver actionable insights through data analytics and insights to enhance financial decision-making and operational efficiency.
    Featured Skill Financial Modeling
    Scenario Planning
    Fraud Mitigation
    Sarbanes-Oxley Act
    Month-End Close Assistance
    Automated Workflow
    Financial Reporting
    Accounting Advisory
    Data Analytics & Visualization Software
    Budget Planning
    Forecasting
    Bookkeeping
    Internal Auditing
    Financial Planning
    Accounting
  • $130 hourly

    • 0.0/5
    • (2 jobs)
    Hello, my name is Nico! I am an experienced financial analyst with professional experience working for large institutions. I have extensive, expert level experience in Excel and can use R, Python, and myriad other software for data analysis, financial analysis and projections, data cleaning, and data visualization. In short, I am ready to take on your project, big or small! Feel free to reach out to chat further.
    Featured Skill Financial Modeling
    Scripting
    Equity Research
    Forex Trading
    Business Analysis
    Financial Analysis
    Data Scraping
    Microsoft Excel
    Python
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