Hire the best Financial Modelers in Virginia
Check out Financial Modelers in Virginia with the skills you need for your next job.
- $100 hourly
- 5.0/5
- (21 jobs)
“For the budgeting process, we really kicked that up a notch this year. Your diligence in digging into the operating agreements to understand the [historic tax credit] investment structures and nuances with each deal was greatly appreciated. The work that you did will pay off for this company for a long time.” “I never have to worry that you are going to get this part of the job done at a high level of quality and on time.” ------- I am an American CPA focused on supporting the real estate development and accounting needs of companies and individual investors. In this capacity, I founded Walutes Capital, a real estate accounting and development firm focused on real estate development, underwriting, asset management, and accounting. Additionally, I provide the below ad hoc real estate consulting services: -Integration of real estate investments into personal financial plans -Deal underwriting and underwriting model creation -Financial modeling and cash flow projections -Asset management process implementation and improvement -General consulting on real estate investing best practices I look forward to discussing your unique real estate goals - and how to achieve those goals. Available to work on a project or part-time basis.Financial ModelingReal Estate Financial ModelingReal Estate Investment AssistanceSEO WritingUnderwritingArticlePro Forma StatementBusiness WritingReal Estate AcquisitionContent WritingArticle WritingBlog WritingReal EstateReal Estate Financial Model - $60 hourly
- 5.0/5
- (55 jobs)
I am a highly experienced commercial mortgage banker, underwriter, analyst, and former senior bank executive located in Richmond, VA with an extensive background in all aspects of commercial real estate analysis, loan underwriting, and lending. My expertise is the result of 33 + years' experience working as a Banking Executive/Senior Vice President for a number of different, well-known banks such as the former Wachovia Bank, Regions Bank, and RBC Centura, just to name a few. During the course of my career, I have placed loans, either directly through the banks that I have worked for, or through other third-party institutions, such as major Wall Street firms, large life insurance companies and other third-party bank and private specialty lenders. Individual transaction sizes have ranged from $1MM up to $100MM+, although my typical deal size range has been $2MM to $70MM. The loans placed were on many different property types, including apartments, offices, retail and industrial buildings, as well as hotels, self-storage facilities, mixed-use properties, and others. Uses of Funds for these various project types have ranged from simple refinances, to acquisition of such property types with value-add renovation opportunities, to other needed capital stack restructuring. Borrower clients have included both small and large private developer/owners, as well as publicly traded companies and REIT's, such as Wheeler REIT (a grocery-anchored shopping center owner that trades on NASDAQ) and also for United Dominion Realty Trust (UDRT), at one point the largest multi-family project owner in the country.. Consequently, over the course of my career, I have raised / placed more than $1 Billion, and I continue to do this type of work today for both private, as well as publicly traded and other institutional clients on a private consulting basis. The various types of funding that I continue to raise on my own include Senior Debt (through either traditional banks or through private "Stretch Senior" lenders), Mezzanine Debt, Pref Equity, LP money, and also GP or co-GP monies for new and existing commercial projects as well. As a result of my background, I possess a high level of skills in a number of areas related to commercial real estate finance: 1. Property Financial Analysis and Modeling, including such aspects as Sources and Uses, Capital Stack modeling, In-Place or Stabilized UW analysis, Construction Budget Analysis, and IRR Project Analysis, and more. 2. Loan Structuring & Underwriting 3. Loan Placement 4. Loan Closing I also have an extensive and deep level of computer skills with respect to Excel, Word and PowerPoint, with some additional experience in Argus and other related specialty programs as well. Recent / Current Projects: 1. $11.1MM in Pref Equity for a 372 Unit Apt Project in Houston, TX 2. $4MM in Senior Financing on a small Portfolio of Residential Properties in New England 3. $7.143MM on a Condo Development in Boston 4. $21.7MM in Senior Financing and $5MM in Pref / Mezzanine Financing on Multi-Family in Buckhead, GA 5. $5.1MM on the Acquisition of 2 Suburban Office properties in GA and TX 6. $105MM for a portfolio of Grocery-Anchored Shopping Centers 7. $171MM for a proposed condo project in Texas With respect to my educational background, I am a 1982 graduate of the University of Virginia (B.A Political Science), and I pursued my Masters in Business, with a concentration in Real Estate and Urban Land Development at Virginia Commonwealth University from 1986-1991. Overall, I have been in commercial real estate banking/lending since 1990. Prior to starting my graduate work in 1986, I performed Market and Feasibility Analysis work on proposed new construction projects from 1983-1986, while working for a Richmond-based feasibility consulting firm. I also worked briefly for a Virginia-based commercial real estate appraisal firm as well from mid-2017 to late 2020, doing appraisal work. As part of that work, I took and passed all required training regarding USPAP. ("Uniform Standards of Professional Appraisal Practice". These standards are set by the national oversight body for all appraisers, The Appraisal Institute). Given my broad and deep background in all aspects of commercial real estate analysis and underwriting, I would be glad to assist you with any such related work for any real estate project that you may be working on. Furthermore, I always do my best to be reasonable on the fees I charge, and depending on the complexity of each assignment, I am typically able to complete most work in 1-3 days. (Although time frames to complete larger, more complex assignments vary on a case-by-case basis and could take longer). And lastly, I am always willing to talk. So please feel free to reach out to me if you have any questions, or simply wish to discuss your specific project. I look forward to a chance to speak with you and to learn more about your assignment!Financial ModelingReal Estate AcquisitionUnderwritingReal Estate AppraisalReal Estate Financial ModelingFinancial WritingCommercial LendingBusiness Proposal WritingBusiness WritingBusiness AnalysisFinancial Analysis - $125 hourly
- 5.0/5
- (16 jobs)
I help entrepreneurs build profitable businesses through tax, accounting, & CFO services. My approach is top-down and begins by understanding your pain points and project goals. We then deploy a solution that pushes your business forward. Here's how I help: - Startup: business plans, business entity formation; - Accounting: bookkeeping, payroll, bill pay, invoicing, budgets, financial models; - Tax: tax returns (personal & business), tax plans & estimates, tax consulting; - Strategy: coaching, process design; We’ll start with a complimentary consultation call in which I learn about the current state of your business. I’ll then present you with my recommended options and a price estimate. If you wish to move forward, I’ll work quickly to deliver within the agreed upon timeline. Along the way, I will proactively communicate any issues should they arise. I understand that communication and timeliness are key components of a successful project. My accounting background is diverse and includes roles as auditor, consultant, and CFO. Past clients include large multinational corporations, medium-sized tech startups, and small not-for-profits. I bring these values to each engagement: - Tech-forward & digital-centric - Pragmatic & risk-minded tactician - Attentive & empathetic listener - Honest communicator - Big-picture thinkerFinancial ModelingQuickBooks OnlineFinancial AnalysisCorporate TaxInternal AuditingData VisualizationCPATax LawBookkeepingBudget ManagementIntuit QuickBooks - $120 hourly
- 4.8/5
- (32 jobs)
I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.Financial ModelingFinancial Policies & ProceduresInsurance & Risk ManagementCorporate GovernanceStartup ConsultingBusiness Planning & StrategyCash Flow AnalysisFinancial AccountingCash Flow ModelingPro Forma StatementFinancial Analysis - $75 hourly
- 5.0/5
- (85 jobs)
-Specializes in building forecasting models across several business industries, reporting tools, and data visualization reports/dashboards -10.5+ years of work experience with financial reporting, forecasting, and modeling -Experience creating recurring revenue & SAAS models -Creating and maintaining excel forecasting models (Revenue & Costs.) -Strong problem-solving skillsFinancial ModelingBusiness CasesPresentationsData EntryAccuracy VerificationData AnalysisData VisualizationForecastingMicrosoft ExcelSpreadsheet SoftwareFinancial Analysis - $48 hourly
- 5.0/5
- (2 jobs)
🏅 Upwork Expert-Vetted Business Strategist | 📊 Financial Forecasting | 🚀 Startup Strategy | 🗂️ Pitch Decks, Business Plans, & AI Integration Take Your Business to the Next Level with a Verified Expert! As an Upwork Expert-Vetted professional 🏅, I bring over a decade of experience in bbusiness strategy, financial forecasting, AI strategy and integration, startup development, valuation analysis for startups, and feasibility studies. My work has consistently driven measurable success across industries, from startups to government agencies and healthcare centers. What I Offer 📋 Tailored Business Plans: Comprehensive, actionable plans that align with your goals and market demands. 🎯 Pitch Decks that Win: Investor-focused presentations designed to secure funding and drive growth. 🤖 AI Strategy & Integration: Practical use cases and cutting-edge solutions to enhance efficiency and innovation. 📈 Financial Forecasting: Data-driven projections to ensure your business stays on track and profitable. 🚀 Startup Strategy: Proven methodologies to take your idea from concept to market dominance. 💡 Revenue Optimization: Identify untapped opportunities to maximize income while cutting costs. 💰 Valuation Analysis for Startups: Accurate valuations to help you understand your business worth and attract investors. 🤝 Feasibility Studies: In-depth analysis to assess the viability of your projects and business ideas. Why Work With Me? 🏅 Expert-Vetted Badge: Only the top 1% of talent on Upwork earns this rare recognition. 📊 Proven Results: From startups to government projects, I’ve delivered strategies that work. 🤖 AI & Tech-Forward Solutions: Expertise in AI strategy, integration, and cloud architecture to modernize operations. 🌐 Holistic Approach: Combining strategic planning with financial acumen to drive sustainable success. Key Skills 📈 Business Strategy 🤖 AI Strategy & Integration 📊 Financial Forecasting & Analysis 📋 Business Plan & Pitch Deck Development 🚀 Startup Strategy & Market Entry 💡 Revenue Optimization & Cost Reduction 📂 Project Management & IT Integration ☁️ Cloud Architecture (Google Cloud, AWS Certified) 💰 Valuation Analysis & Feasibility Studies Whether you're building a startup, seeking funding, optimizing your operations, or exploring AI-driven innovations, I’m here to make your vision a reality. Let’s create impactful strategies to unlock growth, reduce risks, and ensure long-term success. 📩 Ready to get started? Let’s talk!Financial ModelingStrategyBusiness ValuationProject ManagementBusiness AnalysisBusiness StrategyCash Flow ModelingCash Flow AnalysisBusiness Plan WritingBusiness TransformationStartup ConsultingArtificial IntelligenceFeasibility StudyFinancial AnalysisBusiness Plan - $45 hourly
- 5.0/5
- (17 jobs)
Nick is a Senior Consultant at one of the Big 4 Consulting Firms. He specializes in financial management, data analysis and stakeholder engagement to drive meaningful impacts to clients. After working closely C-suite and director level business leaders developing strategic action plans, Nick also drives his recommendations as part of the delivery team. His core strengths include creating financial models, management, and developing strategic solutions for executive-level clients.Financial ModelingData AnalysisDigital TransformationEnterprise Resource PlanningAnalytical PresentationHuman Resource ManagementData EntryFinancial Analysis - $45 hourly
- 5.0/5
- (5 jobs)
◼️ Helping convert Legacy Excel Spreadsheets into Cloud solutions ◼️Financial Modeling, Valuation and Analysis for -Internal financial management -Revenue management & Pricing Analysis -Scenario Analysis, KPI Analysis or any other custom analysis -Mergers & Acquisitions -Investor pitch -Valuations using DCF or comparable company analysis. ◼️ Financial forecasting ◼️ Real Estate Models -Financial Model Consultant -Multifamily/ Real Estate -Commercial Models for Acquisitions including waterfalls -Business Process Outsourcing Services (Rent-roll Consolidation , research and model building) ◼️ Asset Allocation ◼️ Statistical Analysis * Performance and Attribution * Monte-Carlo simulation * GHG and Carbon Abatement. Scope 1, 2, 3 calculations and MAC Curve. * PCAF Product Development * Experience in all areas of product development, from Ideation; Business Analysis; building mock-ups; and coordinating with onshore and off-shore development teams. Investment Industry * Served on diverse investment committees for institutional-sized public and private mandates. * Conducted due diligence/research on Investment managers and products in the US, Middle East, Europe, and South Asia. * Worked for Institutional and Retail investment mandates covering the entire investment cycle starting from information gathering to asset allocation, manager selection, due diligence, and performance measurement and attribution.Financial ModelingForecastingFinancial PlanningTax Planning & AdvisoryReal Estate Investment AssistanceEconomic AnalysisDue DiligenceAsset ManagementFinancial ReportInvestment StrategyFinancial ModelReal Estate Financial ModelingMicrosoft Excel PowerPivotInvestment ResearchChartered Financial Analyst - $50 hourly
- 5.0/5
- (1 job)
I am proficient in utilizing advanced Excel skills gained through my two degrees (Finance and Industrial Engineering), as well as experience working as a Financial Analyst for a mid-sized engineering firm. I can assist in anything that can be done in Excel, including: - Data analysis and Visualization - Financial analysis and modeling - Streamlining and/or automating processes involving anything numbers related I have experience in a professional setting, and am great with detecting client needs and translating them into a solution.Financial ModelingFinancial ReportingFinancial AnalysisInformation AnalysisAnalytical PresentationData AnalysisMicrosoft Excel - $75 hourly
- 5.0/5
- (1 job)
I'm an Experienced Real Estate Investment Analyst with comprehensive background in Real Estate Brokerage services, CRE Private Equity Syndication + JV placements, Corporate M&A, and Alternative Asset Management. I'm seeking to leverage analytical skills in working with Institutional Resi/CRE operators and Accredited Investors for various investment consulting services. I'm also the Founder and Managing Principal at Lucrum Companies. Lucrum Companies is a financial technology firm in the alternative investment market, with a primary focus on real estate and real estate-related securities. Specifically, we are a group of four Investment Management and Services Businesses: Lucrum Capital Advisors (Alternative Investment Advisor), Lucrum Capital Securities (Real Estate Investment Bank), Lucrum Realty (Commercial Real Estate Brokerage), and Lucrum Capital (Real Estate Hedge Fund). In an ever-evolving market, Lucrum's mission is to harness the latest advancements in fintech to deliver unparalleled value in alternative asset management and services. Our client-centric approach drives every decision, ensuring that their evolving needs remain at the forefront of our operations. Lucrum's core strategy is to deliver this value by engineering and deploying technological solutions that practically solve key problems for investors and operators in the alternative investment marketplace (primarily in real estate and real estate-related securities) surrounding market transparency, liquidity, value optimization, and transaction efficiency. Our Intermediary Businesses are Fully Registered and Licensed by All Regulators: LCS (Private Placements Broker-Dealer - FINRA/SEC and Virginia), LCA (State Registered Investment Advisor- Virginia), and Lucrum Realty (16 States Across All Major Regions - VA, DC, MD, FL, GA, NC, TN, PA, NY, MA, IL, TX, CO, CA, NV, and WA) Please see my LinkedIn profile for more info, including proof of licensing and credentials (i.e. Real Estate Broker, Broker-Dealer, and Investment Advisor Licenses).Financial ModelingPrivate EquityAcquisitionsReal Estate Business PlanMarket AnalysisProject ManagementFinancial Analysis & ValuationReal Estate Financial ModelingReal Estate AcquisitionInvestment StrategyInvestment BankingInvestment ResearchReal EstateFinancial AnalysisMicrosoft Excel - $35 hourly
- 5.0/5
- (1 job)
As a dedicated and experienced professional with a double major in Finance and Accounting, I have had the privilege of working at BDO USA LLP from 2019 to 2023, where I honed my expertise in various financial roles, making me a versatile and knowledgeable asset in the field. Professional Experience: Bookkeeping: I meticulously managed financial records, ensuring the accuracy and completeness of accounts payable and accounts receivable, fostering an environment of financial transparency. Data Entry: I excelled in the precise and timely entry of financial transactions into accounting software, a skill that I leveraged to maintain an organized and up-to-date financial database. Account Reconciliation: My proficiency in reconciling bank statements and financial records ensured that discrepancies were swiftly identified and resolved, leading to precise financial reporting. Financial Reporting: I played a pivotal role in the preparation of financial reports, including income statements and balance sheets. My dedication to adhering to accounting standards such as GAAP and IFRS ensured compliance and accuracy in these reports. Financial Modeling: My ability to construct comprehensive financial models enabled me to provide insightful analyses for investment opportunities, predict financial trends, and support decision-making. Budget Management: I actively participated in budget management, collaborating with teams to monitor and control expenses, and provided recommendations for budget adjustments as necessary. Budget Planning: My involvement in budget planning helped create effective financial roadmaps for projects and departments, aligning financial resources with strategic objectives. Budgeting and Forecasting Software: Proficiency in utilizing budgeting and forecasting software enhanced my capacity to generate accurate financial projections and conduct scenario analysis. Cost Analysis: I have a proven track record of conducting cost analysis, identifying cost-saving opportunities, and offering data-driven recommendations to optimize financial performance. Why I Should Be Hired: Double Major Expertise: My double major in Finance and Accounting signifies a comprehensive understanding of both financial management and accounting principles, making me exceptionally well-equipped to address a wide range of financial challenges. Proven Expertise: With my experience at BDO USA LLP, I have honed my skills in various aspects of finance and accounting, making me a versatile and knowledgeable asset to any financial team. Commitment to Accuracy: My dedication to accuracy and attention to detail in tasks such as data entry, account reconciliation, and financial reporting ensures that financial information is reliable and trustworthy. Analytical Prowess: My ability to perform financial modeling and cost analysis empowers organizations to make informed decisions, optimize resources, and achieve financial goals. Budgeting Proficiency: I excel in both budget management and planning, possessing the skills to create and maintain budgets effectively while aligning them with strategic objectives. Adaptability: The experience I gained from working with budgeting and forecasting software underscores my adaptability and ability to embrace new technologies. Team Collaboration: My collaborative spirit ensures seamless teamwork, whether it's working with colleagues on financial projects or effectively communicating financial insights to non-financial stakeholders. Continuous Learning: I am committed to staying updated with industry trends and regulations, ensuring I bring the most current knowledge to any organization. In summary, my extensive experience at BDO USA LLP and my double major in Finance and Accounting position me as a well-rounded and highly capable professional in the field of finance and accounting. I am confident that my unique combination of skills and knowledge makes me an invaluable candidate for roles that require expertise in both finance and accounting, and I look forward to contributing to your organization's financial success.Financial ModelingBudgeting & Forecasting SoftwareBudget PlanningFinancial ReportingData EntryBookkeepingCost AnalysisBudget ManagementAccount Reconciliation - $50 hourly
- 5.0/5
- (1 job)
Bring strong leadership, software development expertise, and financial know-how for new business challengesFinancial ModelingMachine LearningData AnalysisUnixC++JavaPython - $100 hourly
- 5.0/5
- (3 jobs)
I am an experienced Director of FP&A and Financial Systems with 10+ years of experience optimizing financial processes for high-profile organizations. My expertise lies in creating robust financial models, automating financial reporting, and leading large-scale ERP transitions saving my clients millions of dollars. I have developed Excel-based tracking systems for C-suite executives and optimized financial workflows, saving time and improving accuracy. Key Skills and Expertise 🎯 Financial Modeling & Analysis: Specializing in creating dynamic models for budgeting, forecasting, and scenario analysis across multiple industries. 🎯 ERP Implementation & Integration: Expert in implementing and transitioning ERP systems, including NetSuite, Sage Intacct, and ADP. 🎯 Excel Automation & VBA: Proficient in automating complex processes using Excel, Power Query, and VBA to streamline workflows and reduce manual tasks. 🎯 Cost Accounting & Profitability Analysis: Extensive experience in manufacturing and other industries, developing cost structures and profitability models, including overhead allocation and labor time tracking. 🎯 Dashboards & Reporting: Building interactive dashboards for real-time data insights and performance tracking to support decision-making. 🎯 SaaS & Subscription Models: Expertise in SaaS business models, including metrics like MRR, Churn, and LTV. Why Work With Me? Tailored Solutions: Every model or system I build is unique to your business, ensuring it aligns with your operational goals and provides real-time insights. Proven Track Record: I have consistently delivered financial models and ERP integrations that drive strategic decision-making and operational efficiency. Collaborative Approach: I work closely with stakeholders at all levels, from C-suite executives to operational teams, ensuring alignment and clarity in all financial processes. FAQs: Q: Can you integrate financial models with existing systems? A: Yes! I have extensive experience linking models with ERP systems and automating data inputs from multiple sources. Q: What industries have you worked in? A: I’ve worked across SaaS, Manufacturing, Real Estate, and E-commerce, among others, ensuring my models adapt to various business types. Client Testimonials: ⭐⭐⭐⭐⭐ - "Russell streamlined our entire budgeting process with a custom Excel model. His attention to detail and ability to automate complex financial reports saved us countless hours." ⭐⭐⭐⭐⭐ - "Russell implemented a seamless ERP system for us. The integration was smooth, and the reporting tools he created have become essential to our operations." Looking forward to collaborating with you! Feel free to reach out for a detailed chat or to explore how I can help optimize your financial systems. 🚀Financial ModelingVisual Basic for ApplicationsSAPQuickBooks EnterpriseETLPythonSQLAccountingERP SoftwareEnterprise Resource PlanningAccounting SoftwareFinancial Statements PreparationFinancial Analysis & Valuation - $100 hourly
- 5.0/5
- (27 jobs)
Expert business strategist with 10+ years in senior roles at a Fortune 50 company. Key areas of expertise: 1. Writing compelling strategic business/marketing documents for C-suite executives 2. Delivering growth / acquisition marketing strategies across media channels 3. Defining lifecycle / retention marketing strategies 4. Participating in resume review and hiring processes Outside of work, I’m an avid reader and enjoy helping authors edit/proofread their work to ensure a polished, error-free result.Financial ModelingBusiness Proposal WritingBusiness AnalysisBusiness WritingData AnalysisBusiness Plan - $70 hourly
- 5.0/5
- (29 jobs)
I am an expert in securing SBA funding for your business. I will create a strong loan package, leverage my lender network, and work with you throughout the application process to ensure successful funding of your SBA loan request, as well as provide bridge funding and credit lines as needed. I am also available to provide an analysis of your growth strategies and potential acquisition to ensure positive cash flow.Financial ModelingBusiness ModelingAccountingBusiness Proposal WritingMicrosoft ExcelJavaScriptFinancial Analysis - $95 hourly
- 4.7/5
- (8 jobs)
My educational backgrounds are in hard sciences: biology and statistics. I have worked in software development environment, academic projects for health policies and eventually business services, including student lending, insurance underwriting, credit decision and telecommunication. From high-level statistical concepts to data warehousing work and predictive modeling build, I offer statistical consulting for whoever uses data.Financial ModelingMicrosoft Power BI DevelopmentMachine Learning AlgorithmForecastingMicrosoft Visual StudioBusiness ConsultingJavaScriptFinancial AnalysisSales AnalyticsPythonSnowflakeData ScienceBig DataSASR - $90 hourly
- 5.0/5
- (3 jobs)
Have you analyzed how well you are doing during such unusual, hard economic times and thinking about your goals for 2021? Are you utilizing in full all the government programs directed to support small businesses during these times? Knowing your numbers, having a strong accounting person in your corner, propose best solutions to automate your workflow, and preparing your taxes is what I’m about. I make time for you to walk through how your business is doing and get you caught up! So, you can concentrate on running your business and not spend your nights and weekends on your business finances. A little about myself, I am a Financial Professional (FMVA), EA with 10+ years of combined experience in private & public (Fortune 500 company) accounting, financial reporting and analysis, budgeting, forecasting and ERP implementation. I have extensive experience in developing accounting systems, workflows and procedures, monitoring expenditures, analyzing trends, and compiling data into accurate and comprehensive management reports. I am an advanced user of Quickbooks (desktop/online) and Zoho One (books, desk, projects, expenses and other). I have experience working with financial institutions to get external financing, developing financial models and pitchbooks. I also familiar with SBA, PPP Loan programs. My mission is to help businesses to scale up and being confident on their finances: with clean up your books and put correct workflow for accounting, analyze and forecast. I also support and mentor beginning accounting & finance professionals on their careers.Financial ModelingIntuit QuickBooksFinancial AccountingValuationPresentationsBusiness PlanForecastingFinancial AnalysisFinancial Report - $30 hourly
- 4.6/5
- (4 jobs)
✅Startup Financial Model ✅ Financial Projections ✅Financial Statements ✅Bookkeeping I am a Chartered accountant having expertise in different fields of accounting and finance. My Services: 🌟 Bookkeeping 1) General Entries In excel & QuickBooks 2) Bank Reconciliation 3)Account Receivable Management 4)Account Payable Management 5)Income & Expenses Trackers 6) General Ledgers Management 7)Trial Balance 🌟 Financial Statements 1)Monthly & Annual Profit and Loss statement 2)Monthly & Annual Balance Sheet 3) Monthly & Annual Cash Flow Statement 4)Fixed Asset & Depreciation Schedule 5)Debt Schedule 🌟 Startup Financial Model for Funding 1)Monthly & Annual Profit and Loss statement 2)Monthly & Annual Balance Sheet 3) Monthly & Annual Cash Flow Statement 4)Dashboard 5)Summary 6)Revenue & Pricing Model 7)Operating Expense Model 8)Capital & Capex Schedule 9)Sensitivity Analysis 10)Scenario Analysis 11)Break even Analysis 12)Startup Costs 13)Financial Plan with Pitch deck ✅Why Choose Me? 1)Expertise 2)Custom Solutions 3)100% Money back guarantee 4)100% Client Satisfaction 5)Unlimited Revisions Let's Elevate Your Business!Financial ModelingBudgeting & Forecasting SoftwareFinancial Analysis & ValuationBusiness Plan WritingFinancial PlanPitch DeckFinancial StatementIntuit QuickBooksBookkeepingForecastingFinancial AnalysisFinancial Projection - $125 hourly
- 0.0/5
- (1 job)
Expert with 15+ years of experience in investment banking, private equity, and venture capital. Satisfaction guaranteed.Financial ModelingReal Estate Financial ModelingDue DiligenceReal Estate Financial ModelFinancial ModelVenture CapitalFinancePrivate EquityStrategyBusiness DevelopmentManagement Consulting - $75 hourly
- 4.0/5
- (56 jobs)
Tax Lawyer and Financier with 20 years of experience in tax planning and compliance in partnership, international, M&A, corporate tax, and other areas. Please feel free to visit my LinkedIn profile, W Stewart McMichael. I am licensed to practice law in NY and with respect to federal tax matters, I can practice in any juristiction. I also have specialize in state and local taxation. Most states' tax income laws piggy back on (or follow) the federal income tax law.Financial ModelingCorporate LawSecurities LawEcommerceIntellectual Property LawRisk AssessmentFinance & LawPrivate EquityTax StrategyTax Law ComplianceTax LawTax PreparationInternational TaxationPartnership AgreementFinance & Accounting - $100 hourly
- 0.0/5
- (0 jobs)
I am an experienced finance and accounting professional with 9+ years of experience in audit, mergers and acquisitions, restructuring and management consulting. I’ve served as the interim CFO for companies in out of court workouts and bankruptcy proceedings as well as executing both buy and sell-side M&A mandates. I’ve developed on-demand courses on financial modeling and actively tutor young professionals entering the corporate world of business. Certifications/Licenses: Certified Public Accountant Certified Turnaround Analyst Certified Insolvency & Restructuring Advisor Certification in Distressed Business Valuation Accredited in Business Valuation Series 66 & 79Financial ModelingBankruptcyManagement SkillsBookkeepingAccountingBusiness ManagementBusiness ConsultingMergers & AcquisitionsBusiness OperationsFinancial Analysis - $150 hourly
- 5.0/5
- (3 jobs)
Fractional CFO As a business you have someone who does your books. This person's job is to document, compile and organize your company's financial information. That's where it stops. A CFO takes this information and tells you what it means, how to leverage it, where issues are, threats, opportunities, and strengths. An accountant's job is to focus on details. A CFO's job is to translate those details into action and focus on the big picture, all aspects of your company, not just cash flow. 7 Reasons to Hire a Part-Time CFO 1) LOOKING TO RAISE CAPITAL through loans. venture capital or stock offering. Your accountant and compile the information. A CFO translates it to investors, presents the big picture and functions as part of your executive team. 2) PLANNING FOR CAPITAL IMPROVEMENTS Major expenses require major planning. A CFO identifies where you can save money, increase revenues, and creative ways to finance what you need. 3) READY TO SELL OR MERGE A CFO navigates the legal and financial requirements involved in company sales, mergers and acquisitions. 4) SEEKING TO REDUCE EXPENSES, INCREASE REVENUE Most company's can drastically reduce overhead cost, and variable expenses. A CFO can perform a forensic audit of your company and identify areas you can save money and increase revenue. 5) PREPARING FOR NEW MARKETS Regional, national or international, laws vary by region. A CFO handles these and also identifies opportunities and threats in each market. 6) EXPANDING YOU WORKFORCE Adding new employees requires more than increasing payroll. Systems, policies and protocols need to be defined and communicated. A CFO handles this strategy. 7) LOOKING FOR NEW DIRECTIONS Many companies over the years get to the point where fresh insight and ideas are needed to move the company forward. A CFO is a senior executive who looks at the big picture and can help all areas of your company innovate, run smoother and increase productivity. IF ANY OF THESE SITUATIONS DESCRIBE YOUR COMPANY LETS TALK. Financial Modeling: Sensitivity Analysis Models: 3-Statement Modeling Valuation and Discounted Cash Flow, (DCF) Analysis Merger Models and Leveraged Buyout (LBO) Free Cash Flow (FCF) PV, NPV, IRR, WACC and Loan Payback CAC, COGS, Profit Margin, Gross Profit Margin Payback Period LTV Net Revenue Retention Churn Rate Government Contract Accounting Wide-range of government contracting experience and strong working knowledge of the Service Contract Act, Davis Bacon Act, CPAF, IDIQ, CPFF, T&M, FFP, IDIQ with the application of the Federal Acquisition Regulation (FAR) and Cost Accounting Standards (CAS) along with DCAA and DOL liaison experience. I have repeatedly demonstrated my capacity to manage the complete contractual process, which spans pre-award to post award operations, throughout my career. My thorough understanding of the Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS), together with my firm background in government procurement procedures, have been crucial in helping me provide successful outcomes for my clients. My capacity to recognize risk factors and create methods for mitigating them has frequently resulted in successful contract awarding and enhanced contract performance. I oversaw a portfolio of intricate contracts totaling hundreds of millions of dollars. In my prior position as a Manager of Finance of government contracts with many prominent government contractors I was in charge of the complete financial management of those contracts leading discussions, managing contracts and making sure all applicable laws were followed. Additionally. I have excellent communication skills and can work well with a variety of internal and external stakeholders.Financial ModelingForecastingIntuit QuickBooksSAP HANARevenue ManagementCost AccountingSAP Manufacturing ExecutionFederal Acquisition RegulationsFinancial ManagementBusiness PlanFinancial AnalysisBusiness AnalysisStrategic Plan - $31 hourly
- 0.0/5
- (0 jobs)
My skills lie in data analysis, market research, and financial modeling. The goal of my work is to gather and utilize organizational and/or social data to produce tangible, actionable insights. I specialize in using Excel, Tableau, and R, as well as other data analysis tools. I've received a bachelor's degree in Economics from the University of Utah, and I am currently pursuing a master's degree in Applied Business Analytics. For more details on my work, check out my website at jgavinclark.com!Financial ModelingMarket ResearchRMicrosoft ExcelSQLData AnalysisStatisticsPythonTableau - $214 hourly
- 0.0/5
- (1 job)
Experienced professional with over 10 years experience delivering data-driven solutions in investment banking, strategy consulting, restructuring & turnaround advisory, capital markets, financial planning and analysis, mergers and acquisitions, capital raising, deal origination, bespoke financial modeling, financial data analytics, market research, and other data/financially driven decision processes.Financial ModelingFinancial PresentationProject FinanceInvestment BankingInvestment ResearchMergers & AcquisitionsFinancial AnalysisStrategic PlanPython - $50 hourly
- 0.0/5
- (0 jobs)
FINANCIAL AND INVESTMENT ANALYST * Three statement pro forma financial modeling * Forensic analysis of existing financial models * Analysis of derivative financial products * Valuation of equity derivatives * Advanced MSFT Office skillsFinancial ModelingFinancial AnalysisMicrosoft OfficeDerivatives TradingEditing & ProofreadingBusiness MathematicsFinancial WritingData AnalysisBusiness EditingMathematicsFinancial Projection - $30 hourly
- 0.0/5
- (0 jobs)
Experienced professional with a demonstrated history of working in the real estate, finance, investment. Skilled in Valuation, Investment, Business Planning, Corporate Finance, Real Estate Appraisal.Financial ModelingFinancial Analysis & ValuationOnline Market ResearchBusiness ValuationReal Estate Appraisal - $40 hourly
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- Skilled finance professional proficient in creating both simple and complex reports using MS Excel. - Have experience with several enterprise budget and reporting tools such as Workday, Vena, and Anaplan.Financial ModelingFinancial PlanningMicrosoft PowerPointAnaplanVena SolutionsWorkday Adaptive PlanningMicrosoft Excel Want to browse more freelancers?
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