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  • $100 hourly

    • 4.9/5
    • (22 jobs)
    I am a CPA and Charted Management Accountant ( CMA) with expertise in meeting clients' goals, in various business sectors, in terms of margin improvement, cost optimization, strategic pricing, financial reporting and analysis, financial modeling, business and investor plans. My other areas of expertise include cash flow management, ensuring working capital availability payroll management, taxation planning, internal controls implementation, business risk assessment and mitigation. I have ensured growth, good margins, and successful running of businesses in competitive, dynamic and volatile environments by implementing processes, procedures, internal controls and contributing to business strategy that minimise risk and producing financial analysis for use in decision support. I am proficient with QuickBooks, Xero, Pastel Accounting and Evolution, Sage Accounting, Syspro ERP, Odoo ERP , Sage Payroll, MS Excel, PowerPoint and Google Sheets.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis
    Pricing
    International Taxation
    Job Costing
    Financial Reporting
    Budget Management
    Payroll Accounting
  • $50 hourly

    • 4.9/5
    • (34 jobs)
    Experienced financial analyst (Deloitte; Rand Merchant Bank) who is new to the freelance scene. I have advanced modeling skills (Excel, VBA, Python) and a specialist background in project finance transactions within financial advisory firms, private equity, and senior lenders. I build financial models to support your: ✅ Project Finance Transaction ✅ Investment Valuation ✅ Investment Exit Planning & Strategy ✅ Commercial Bid Pricing ✅ Startup's Investor Pitching and Financing ✅ Financial Planning & Analysis The models will capture your business’ future seen through its financial accounts, offering you actionable, quantitative insights. Its structured calculations allow you to explore the impacts of different situations on your business outcomes. All designs are tailor-made in Excel, making them easy to use without special expertise. I look forward to working with you!
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    Dashboard
    Sustainable Energy
    Wind Energy
    Solar Energy
    Private Equity
    Energy & Utilities
    Visual Basic for Applications
    Quantitative Analysis
    Project Finance
    Finance & Accounting
    Forecasting
    Financial Analysis
    Valuation
  • $75 hourly

    • 5.0/5
    • (9 jobs)
    👉You need to know where your business is heading! I'm here to help you 💡gain clarity and take control of your financial success. As a skilled financial model builder, I specialize in creating detailed and flexible 📈financial models that will serve as the foundation of your business strategy. 𝐓𝐎𝐏 𝐑𝐀𝐓𝐄𝐃 With my expertise, you can accurately predict business performance in various scenarios, allowing you to set realistic targets and key performance indicators for your sales and operational teams. Together, we will work towards 💰preserving and growing your profits. When you work with me, you can expect a customized financial model that perfectly suits your needs. Typically, I create comprehensive models that include three essential financial statements: profit and loss, balance sheet, and cash flow statement. These models are crucial if you're looking to secure additional financing from banks or investors. However, I understand that you might have a narrower focus or specific objectives. Whether you need a detailed sales forecast, a profitability return model, or a cash flow projection highlighting potential pinch-points or periods of available cash for expansion or investment, I am here to guide you through the process. 💯％ 𝐉𝐎𝐁 𝐒𝐔𝐂𝐂𝐄𝐒𝐒 What sets me apart from other financial model builders is my commitment to your success. I am passionate about helping businesses like yours thrive and grow. My expertise and personalized approach ensure that you receive accurate and effective financial models that will empower you to make informed decisions for your business. But don't just take my word for it. Here's what one of my satisfied clients had to say: ❝I sought a financial model to project cashflows for 20 years for numerous residential real estate investments, allowing for the easy input of multiple parameters per investment and the ability to see the impact of various scenarios when changing assumptions. Rocco asked thought-provoking questions and designed a model which exceeded my expectations. It was built with best practices and formulas were used to automate and link all the work. I can highly recommend working with him on similar or related projects. - RS (VC)❞ I pride myself on my promptness and responsiveness. When you reach out to me, you can expect timely and reliable communication. I am here to answer any questions or concerns you may have throughout the process. Let's connect and discuss how I can help you achieve your financial goals. Reach out to me today and let's embark on this exciting journey together. Looking forward to playing a key role in your business's growth! Keywords: financial projection specialist, excel financial modeller, financial models, business strategy, conservative scenarios, base case scenarios, optimistic scenarios, sales and operational teams, strategic goals, cash flow projection
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    Xero
    Python
    International Financial Reporting Standards
    Financial Accounting
    Qlik Sense
    Microsoft Power BI
    Data Analytics & Visualization Software
    Business Intelligence
    Power Query
    Microsoft Excel
    Financial Analysis
    Budget Planning
    Financial Projection
    Forecasting
  • $50 hourly

    • 5.0/5
    • (2 jobs)
    Every business has its own story, but without the numbers it’s just a fairy tale. I’d love to help make your story of financial success a reality Main services: - Financial Analysis & Visualisation - Credit Analysis & Recommendation - Equity Analysis & Research report or buy/hold/sell rating - Financial Consulting & Planning - Dashboard Design & Creation - ANY Excel related request My backstory: Almost a decade of experience in helping small businesses achieve their goals Experienced Finance Executive (Chief Risk Officer) >5000 business funding applicants analysed and decisioned >2 billion in funding provided Educated and skilled: - Bachelors of Commerce - Investment Management from University of Pretoria - CFA level 2 passed (level 3 Feb 2025) - Advanced user: Excel, Power BI, Tableau, etc - Basic user : Python, SQL I”ll join you at any stage of your financial journey, from startup to exit 🧙‍♂️- I can take on the role of the Sage ✑ providing knowledge and guidance that will help you successfully navigate the challenges presented by the business world 🧝‍♂️- or the Ally ✑ Providing support and aid in achieving your goals or overcoming obstacles on your hero’s journey to financial success My passion is unlocking hidden truths behind numbers and creating value from the insights My knowledge of the language of business has enabled me to: * Converse with giants of industry * Read between the lines of financial statements and publications * Weave together the narratives that lead to victories * Craft true stories of financial success
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    Finance
    Training & Development
    Coaching
    Personal Finance
    Business Consulting
    Business Planning & Strategy
    Business Analysis
    Private Equity
    Equity Valuation
    Equity Research & Analysis
    Financial Analysis
    Financial Consulting
  • $22 hourly

    • 5.0/5
    • (11 jobs)
    I am an experienced accounting and finance professional with an extensive CFO background who, being detail orientated, can compile financial accounts from source for review and analysis as well as extract, present and analyze financial and operational information so that informed decisions can be made. My expertise is as follows: - Financial accounting using SAP Business One, Xero, Sage Pastel and Quickbooks - Detailed historical account cleanups and reconciliations - Financial reporting - Budgets and forecasts including cashflow - Financial modelling - Financial analysis - Business analysis including implementation of business processes - Data visualization, analysis and presentation - Excel advanced - SQL and Python for data extraction, visualization and analysis
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Taxation
    Internal Control
    Management Information System
    Business Coaching
    Due Diligence
    Business Planning & Strategy
    Cash Flow Analysis
    Forensic Accounting
    Financial Management
    Data Analytics
    Business Analysis
    Management Consulting
    Finance & Accounting
  • $25 hourly

    • 5.0/5
    • (26 jobs)
    Hi, I’m Thandy, an ACCA Chartered Accountant and Financial Analyst. For 5 years, I have helped startups, SMBs, and corporates with business acquisitions, executing roll-ups, sell-side advisory, analyzing real estate investments, and preparing companies for investment. 👉 Take a look at my portfolio and projects to see the work I’m proud to have done for other businesses What I Can Do for You ✅ Mergers & Acquisitions : Deal structuring, valuations, and transaction assessments. Due diligence and negotiation support. Comparable company analysis (peer comps) and precedent transaction analysis. Creation and review of CIMs, IOIs, LOIs, and investment memos ✅ Financial Analysis & Modeling: Leveraged Buyout Models (LBO), Discounted Cash Flow Models (DCF), Real Estate Modeling, Waterfall Models, revenue forecasting, expense analysis, and break-even calculations. Scenario-based modeling and sensitivity analysis. Financial projections and proforma analysis. ✅ Valuations using Discounted Cash Flow (DCF), EBITDA multiples, revenue multiples, market multiples, comparable company analysis (comps), precedent transaction analysis, free cash flow to equity (FCFE), and asset-based methods. I also calculate SDE and Adjusted EBITDA for normalization. ✅ Corporate Development & Strategy : Corporate Development and Acquisition Process, Thesis-driven investment strategies and acquisition roadmaps. Post-acquisition plans with value-creation playbooks. ✅ Pitch Decks & Business Plans: Business visions with clear financial projections, Business Plan Development, Competitor / Target Screening & Profiling, Investor and Private Equity Fund Decks, Board Level Presentations, Market Sizing Analysis, Industry Research Reports ✅ Real Estate: Valuation, and analysis, using CoStar, LoopNet, Real Estate, RealPlus and Streeteasy. Land Marketing, Due diligence, VA, Comps, acquisitions, asset management, financial analysis, investor reporting, and underwriting. Experience in underwriting various property types, including commercial (office, hotel, and retail), Multifamily, industrial, and Self Storage properties. 💡 Tools I work with: Microsoft Office Suite, Bitrix24, ClickUp, Excel, Google Sheets, Xero, QuickBooks, Zoho, Salesforce, HubSpot, Slack, Microsoft Teams, Canva, Prezi, Bloomberg Terminal, FactSet, Google Drive, Dropbox, Dashboards in Excel or Power BI, Axial (personal favourite) I'm really proud and passionate about my work and here’s what past clients have said: "Thandie is extremely brilliant in the M&A sector. She is has a wealth of knowledge in several business sectors and she is a great team member from the start to end of any M&A transaction. She is a self starter and takes initiative to provide insights to help the success of projects" Let’s Work Together, message me anytime to discuss your project. 📬 I’m available round the clock and ready to start when you are.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Market Research
    Investment Banking
    Business Valuation
    Company Valuation
    Pro Forma Statement
    Due Diligence
    Forecasting
    Financial Projection
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Financial Analysis & Valuation
    Chartered Financial Analyst
    Mergers & Acquisitions
    Financial Analysis
  • $100 hourly

    • 5.0/5
    • (247 jobs)
    With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. 📌𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. ✅𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺𝘀: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Ensuring all financial documents and investor communications meet regulatory standards and best practices. ✔𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀? 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: All work is audited by team members before submission, ensuring accuracy and high quality. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗶𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. 📊 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗘𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲, 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔, 𝗦𝗲𝗲𝗱, 𝗣𝗿𝗲-𝘀𝗲𝗲𝗱: Expertise in guiding startups through their initial fundraising rounds. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 (𝗣𝗘) 𝗮𝗻𝗱 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖): Extensive experience in preparing businesses to attract PE and VC investments. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗠𝗲𝗱𝘁𝗲𝗰𝗵: Providing specialized financial services for healthcare and medical technology companies. 𝗦𝗮𝗮𝗦, 𝗧𝗲𝗰𝗵, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. 𝗖𝗿𝘆𝗽𝘁𝗼 𝗮𝗻𝗱 𝗔𝗜 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆, 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗚𝗼𝗼𝗱𝘀: Offering comprehensive financial services across a variety of industries.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Investment Banking
    Real Estate
    Pitch Deck
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $50 hourly

    • 5.0/5
    • (21 jobs)
    I am an Excel expert with nearly 20 years of experience in financial services, being well versed in the areas of project finance, real estate and valuations. I have over a decade of practical experience and knowledge of using Excel. I have developed spreadsheet models and tools from forecast (financial) models, inventory management tool, estimation tools to Excel-based databases with built-in dashboards. My goal is simple - create models which are clear and easy-to-use. You can apply the models to support the decision-making processes in your business and investments. If this is something which appeals to you, I am the right guy for you. Here is what to do next: Send me a short note about your company and your project. If it seems like a good fit, we can schedule a call to talk.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Spreadsheet Software
    Forecasting
    Real Estate Financial Modeling
    Project Finance
    Data Visualization
    Microsoft Excel
  • $500 hourly

    • 4.6/5
    • (3 jobs)
    As a former PwC consultant, financial director at MTN (listed international telecoms group), and SME start-up advisor at Business Partners Ltd, I now offer my services in strategy and financial consulting to smaller and midsized companies. I can help you to, amongst other things: * design a solid business model for sustainable competitive advantage & profitability * create a professional business plan, either as a roadmap or investment proposal * draft a strategic plan for focus, alignment, engagement & sterling performance * design costing/planning/reporting models to ensure optimal decisionmaking * create a best-in-class finance function to support vision, strategy & objectives When you require an interim executive, a coach, mentor or facilitator - look no further. We can work remotely or on-site, wherever possible. As I'm new in the Upwork space, look at what others had to say about my professional expertise and successes upon completion of some previous assignments: * "Ugly duckling turns into beautiful swan" (successful transformation) - The Press * "You've set new standards (start-up reaching break-even in year one) - Group FD * "EBITDA margin improvement of 37% in 18 months! We owe you."- Investors * "ROI improvement of 18% in 2 years, WOW!" - Board of Directors * "A benchmark for future projects" (successful capital restructuring) - Treasurer * "My head is spinning" (outstanding competitive analysis)" - Business Owner * "Your work is excellent; you are an outstanding consultant" - Company CEO * "You are a great coach and mentor, thanks very much" - Company VP Just imagine how I can do the same for you! For a glimpse of my quality of work, check out my portfolio. Reference contacts are available at request. I am highly skilled in the following: * Strategic planning & business modeling * Business analysis & diagnostics * Organisational transformations & change * Start-up consulting & capital/fundraising * Accounting standards (IFRS) * Financial planning & analysis * Coaching, mentoring & facilitation My business-related academic qualifications and training courses completed are: * MBA - with merit (Imperial College London) * Hons BCom (University of South Africa) * BCom - cum laude (University of Pretoria) * Leading Change & Organisational Renewal (Harvard Business School, MA, USA) * Performance Management Programme (University of Stellenbosch, South Africa) * Executive & Management Coaching (University of Cape Town, South Africa) Whether you're starting a new venture or transforming your existing company, I will offer you Big Four consulting expertise at a fraction of the cost. Let's talk!
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Business Modeling
    Business Analysis
    Problem Solving
    Business Plan
    Business Change
    Financial Planning
    Executive Coaching
    Communications
    Performance Optimization
    Strategic Plan
    Competitive Analysis
    Corporate Finance
    Financial Analysis
    Strategy
    Financial Report
  • $35 hourly

    • 4.9/5
    • (43 jobs)
    A Financial analyst who is a 🏆 2X Founder 🏆 Stellar Reviews. Every successful business starts with a strong foundation, that foundation includes a strong financial roadmap and the right financial analyst to conduct financial modeling. Whether it’s to apply for funding, a government grant, financials for your business plan or to foresee the financial future and performance of your business idea. There are many reasons why businesses succeed but without a properly constructed financial plan that prepares you for the unforeseen, the chances for success go down significantly. That’s exactly where I come in. I’ve helped Helped many business clients like, Zicaro Ventures start a new FinTech Company called Blue Sage Financial (BlueSageFinancial.com). Deal Leaders Africa with a successful merger that earned them over R20m; Financial Modeling and Financial Analysis for First Avenue Investment Management to identify great stock opportunities. I have vast exposure working with several international clients since I started freelancing on Upwork. Start-up Consulting services include: ✅ Risk and Uncertainty analysis ✅ Building robust Forecasted financial models and valuation ✅ Crafting winning business plans and pitch deck slides ✅ Conducting in-depth market research ✅ Feasibility Study to determine Project Viability/Business Idea ✅ Trend Analysis and Strategy My Financial Modeling and Analyst Consulting services include: ✅ Conducting financial due diligence ✅ Equity investing and research ✅ M&A Financial Modeling – Valuation - Firm Value NPV ✅ Modeling Returns for investment opportunities ✅ Building monthly budgeting and forecasting tools ✅ Creating user-friendly Automated dashboards and metrics. ✅ Financial Statements Analysis (Ratios, Capex, Ebitda, ROI, IRR, etc) Valuation Methods Include: ✅Market Capitalization ✅Times Revenue Method ✅Earnings Multiplier ✅Discounted Cash Flow (DCF) Method ✅Book Value ✅Liquidation Value ✅Dividend Discount Model (DDM) Sounds like a great fit? Click the green “Invite to Job button in the upper right-hand corner of the page and let’s work together! 🚀 Your Financial Analyst. Sandile N. ---------------------------------------------------------------------------------------------------------- Here’s a bit about me – My journey to becoming a Financial Analyst I’ve been working as a Financial Analyst for 4 years now. Achieved TOP Rated Plus in my first year on Upwork due to my hard work and dedication, This means I am considered to be one of the top 5% Financial Analysts and Modelers on Upwork My Experience started at First Avenue Investment Management (Boutique Asset management Company) where I worked as an Equity Financial Research Analyst. Here I learned and researched broader topics about local and International equity stock markets (South Africa and the USA). Exploring various aspects of company valuation, equity investment analysis with focus on competitive advantage, and market share analysis. Exploring different sectors, expanded my knowledge of macro and micro-economic factors, and building comprehensive financial models based on historical patterns, industry/Company drivers. Financial Analyst at Deal Leaders Africa, One of Africa’s Leading Mergers and Acquisitions (M&A) firms. I was preparing financial models, with a focus on present value forecasted free cash flows (NPV) to determine the firm value for the merger sale. In addition, this is where I generated skills relating to business plans and pitch deck presentations in the process of pitching to potential buyers. Senior Financial Analyst at Zicaro Ventures. I assisted with the formation of Blue Sage Financial start-up. Everything from their business plan, pitch deck, research, and financial modeling. My Education I hold a Finance and Investment Management Degree - from the University of South Africa, an Investment Management Certificate from one of SA’s leading independent business schools - ASISA Academy, and International Financial Services Certificate from the CISI Institute in London. This is what you can expect when working with me as your Financial Analyst. ✅ Bulletproof attention to detail. ✅ Available in ANY TIME ZONE 🕐 to prevent communication breakdowns. ✅ Daily/weekly/monthly updates and reports about the project, keeping you up to date. ✅ Fluent in written and spoken English. Nothing gets lost in translation. ✅ World Class Financial Analysis and Financial Modeling services are sure to add value to your business. PS Moto: I believe my education, quantitative and qualitative technical skills acquired from my experience, and my determined spirit will enable me to add value to any position I will be placed into.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Investment Banking
    Investment Research
    Financial Analysis
    Business Planning & Strategy
    Data Modeling
    Microsoft Excel
    Company Valuation
    Industry Research
    Financial Projection
    Startup Consulting
    Business Consulting
    Financial Writing
    Startup Company
  • $100 hourly

    • 5.0/5
    • (5 jobs)
    I have experience working internationally in corporate finance and capital raising. Building financial models, pitch decks and valuations for startups and established companies to better understand your business, communicate with stakeholders, and understand the value you offer.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Pitchbook
    Google Slides
    Business Consulting
    Pitch Deck
    Startup Consulting
    Google Sheets
    Lean Startup
    Startup Company
    SaaS
    Business Valuation
    Problem Solving
    Microsoft Excel
    Financial Report
  • $65 hourly

    • 5.0/5
    • (8 jobs)
    I try to help people manage more effectively. This can help a business provide better service and achieve greater profitability. It usually helps managers and staff alike to be happier in the process. I have several decades of experience, a Ph.D. in Management, 2 MBAs, degrees in Accountancy and Theology but more importantly this is my gift, and I am passionate about using it to help people. FACT: Every corporate problem is directly or indirectly a problem of MANAGEMENT. WHAT DO I DO AND HOW DO I DO IT?  I leverage the best theoretical resources available, applying classical and timeless principles to practical situations so that managers know what to do and how to do it.  My advice is not limited to businesses. I can help individuals, small teams, families, churches, home schools and schools, political parties, armies, and nations etc.. This is possible because the principles of management on which I focus are of a generic nature, they work. They just need to be understood and applied. I will help you to do both. WHAT ARE THE BENEFITS?  Happier people and workplaces.  More profitable and productive organizations.  More enlightened societies. #RemotaniaTribe
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Strategic Planning
    Internal Auditing
    Project Management
    Business Analysis
    Microsoft Excel
    Regulatory Compliance
    Corporate Governance
    Business Process Reengineering
    Management Development
    Contract Negotiation
    Executive Coaching
    Business Strategy
    Management Consulting
    Finance & Accounting
  • $60 hourly

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

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

    • 0.0/5
    • (0 jobs)
    Results-Oriented Finance Professional | AICPA-CIMA Designation A highly accomplished finance professional with a proven track record in managing financial operations, driving strategic financial planning, and implementing cost-effective measures to optimize organizational performance. Skilled in financial analysis, budgeting, forecasting, and risk management, with a strong attention to detail and analytical capability. Adept at leading cross-functional teams and collaborating with stakeholders to achieve business objectives in dynamic and fast-paced environments. Recognized for the ability to develop and execute strategies that improve financial health and performance while maintaining strict compliance with regulatory standards. Holds the prestigious AICPA-CIMA designation, underscoring a commitment to excellence in global financial management.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Management
    Financial Analysis & Valuation
    Financial Planning
    Business Plan
    Cost Control
    Forecasting
    Budget Management
    Risk Management
    Financial Reporting
    Financial Risk
    Financial Audit
    Financial Accounting
    Revenue Management
    Project Management
  • $15 hourly

    • 5.0/5
    • (3 jobs)
    For the last 10 years I have excelled in Excel! I am a 10-year experienced accountant and Excel expert with a passion for delivering top-notch financial solutions. My core competencies include budgeting, cashflow forecasts, payroll, management accounts, financial statements, and stock control. I am proficient in creating customized reports, data analysis, and interactive dashboards tailored to your source data, including exports from accounting software, point of sales systems, and stock systems. My reports and dashboards are designed to help clients visualize their financial data in a clear and concise way, making it easier to understand and make informed business decisions. I am a detail-oriented problem solver who loves tackling new challenges. My commitment to delivering high-quality work has earned me a reputation for excellence. Let me help you achieve your financial goals with my skills and experience. Thank you for considering my profile. I look forward to discussing how I can contribute to your success.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    QuickBooks Online
    Power Query
    Bookkeeping
    Data Analysis
    Dashboard
    Management Accounting
    Accounting Basics
    Microsoft Excel
    Accounting
    Budget Management
  • $100 hourly

    • 0.0/5
    • (1 job)
    A large part of my career was spent in financial institutions where I initially worked of credit scoring, queiueing analysis, forecasting ATM transaction for resource allocation, optimizing ATM cash replenishment. In the latter part of my I worked in financial risk management with emphasis on market- and credit risk management, and quantitative analytics. Throughout my career I have had the opportunity to develop a number of very important skills such as : ● Strategy planning and execution ● Project management ● Interaction with executives and members of boards ● Deep understanding of risk and bank regulations and interactions with banking regulators. ● Use of sophisticated modelling tools including the ability to code in various stages of my career . I have used statistical analysis , stochastic models , and risk models of various kinds.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Social Network Analysis
    Financial Risk
    Optimization Modeling
    Linear Regression
    Machine Learning
    Statistics
    Python
    Financial Analysis
    Econometrics
    Data Science
    Data Mining
    Deep Learning
    Data Analysis
  • $30 hourly

    • 5.0/5
    • (6 jobs)
    I am a qualified Chartered Accountant that specialises in drafting annual financial statements for companies, sole proprietors, partnerships and also other businesses who require IFRS/FRS financial statements for purposes of annual audits, tax return submissions or other statutory requirements. I have extensive experience in financial management, accounting, book-keeping, budgeting, forecasting, business plans, feasibility studies, financial reporting and analysis, tax returns, VAT returns, Draftworx, QuickBooks Online, Microsoft Excel, Microsoft PowerPoint, MS SmartView, Oracle JDE, IFRS, business valuations and cost & management accounting. I spent the last 10 years as Financial Director in the manufacturing industry, and before that mainly in the transport and logistics industry. I also have experience in troubleshooting, optimising and building financial models using excel, designing graphs for presentations, analysing financial information, writing financial reports, writing articles on a variety of subjects and doing research. My strengths are helping business and individuals managing their finances by improving their profitability, minimising financial risks and optimising investments through high-level balance sheet and income statement reviews, financial models, budgeting, forecasting, financial reporting and financial analysis by using tools like MS Excel, MS PowerPoint and various accounting software packages. I am a fast learner and is looking for interesting projects, big or small, that can challenge my skills and push my limits.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Tax Planning & Advisory
    Personal Finance
    GAAP
    International Financial Reporting Standards
    Bill of Materials
    Cost Accounting
    Forecasting
    Budget Management
    Financial Reporting
    Microsoft Excel
    Financial Analysis & Valuation
    Intuit QuickBooks
    Financial Accounting
    Financial Statements Preparation
  • $20 hourly

    • 5.0/5
    • (2 jobs)
    I have worked for a Big 4 audit firm within the advisory division. The basis of my work has been rooted in thorough analysis of client needs, developing insights and the implementation of new solutions. Preparing client reports and presentations, facilitating client workshops, research and engagement with stakeholders has fallen within my scope of work. I have an educational background in Accounting and Financial Management with additional training in financial modelling, valuations and data visualisation. I can navigate both Google Workspace and Microsoft Office with ease.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Management
    Presentation Design
    Finance & Accounting
    Microsoft Power BI
    Microsoft Office
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    🌟 Elevate Your Business with a Proven Finance and Data Analytics Expert 🌟 As a Chartered Accountant (CA(SA)) with over a decade of experience, including a significant tenure as a consultant with Deloitte, I bring a wealth of knowledge and practical expertise to your financial and data analytics needs. Why Choose Me? Crystal-Clear Financial Insights: Transform complex financial data into actionable insights with clarity. Solid Business Validation: Base your business ideas on solid, meticulously researched financial projections. Big Data Analytics Mastery: Navigate through Excel complexities and unlock big data insights effortlessly. Services I Offer Finance: Financial Modeling: Well crafted models for decision-making and strategic planning. Budgeting and Forecasting: Comprehensive budgets and forecasts to manage financial performance. Management Accounts: Detailed insights into business performance and financial health. Data Analytics: Reporting Automation: Streamlined reporting processes to enhance efficiency. Power BI Reports: Interactive, visually appealing dashboards. Data Analytics: Analyzing datasets to uncover trends and drive business value. Statistical Analysis and Forecasting: Applying statistical techniques to forecast future trends. Data Cleaning: Ensuring data integrity through meticulous cleaning and validation.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Xero
    PDF Conversion
    Web Scraping Framework
    Data Analysis
    Data Model
    Budgeting & Forecasting Software
    Visual Basic for Applications
    Qlik Sense
    Financial Statement
    SQL
    Corporate Finance
    Python
    Power Query
    Microsoft Power BI
    Data Cleaning
    Microsoft Excel
  • $20 hourly

    • 5.0/5
    • (2 jobs)
    I’ve spent the last 15 years of my career working in the Capital Markets and I’ve had a rich and rewarding journey. I'm now a trainer for a financial engineering firm and seek opportunities in working with other training companies in delivering world-class online learning experiences. I bring vast amounts of technical knowledge, a love and embracing of technology, entrepreneurial skills and more than two decades’ experience in the tax, banking and accounting industries.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Market Research
    Research Paper Writing
    Writing
    MathJax
    Mathematical Modeling
    Custom PHP
    WordPress Customization
    Moodle
    Financial Statement
    PHP
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    I am an experienced investment professional with a record of delivering results; through utilizing my strengths in designing strategy, building authentic relationships and managing capital (on balance sheet and third party). These skills were honed during my tenure in investment banking and strategy consulting, giving me the tools to add value throughout the investment process and life cycle.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Corporate Finance
    Derivatives Trading
    Finance
    Chartered Financial Analyst
    Management Consulting
  • $120 hourly

    • 0.0/5
    • (0 jobs)
    I am an experienced development finance and impact investment professional with a 20-year career track record. I am dedicated my career to contributing to meaningful, positive impact to people and our planet. ➢ Broad and versatile skills and experience focused on development and impact finance from roles in capital advisory, deal-making and investor relations including raising of capital and grants for funds and programs. ➢ A proponent of the important role of development and impact capital to catalyse and contribute to sustainable economic development of underserved segments and developing countries. ➢ A keen interest, deep knowledge and experience in designing innovative impact and blended finance solutions that mobilise investment and contributes to the Sustainable Development Goals. ➢ Deep-rooted experience across several Sub-Saharan and MENA countries and a broad range of sectors including SMEs, infrastructure, financial institutions, agriculture, manufacturing, services and others. ➢ Analytical and critical thinker able to decipher complex concepts and conceptualise solutions, which have contributed to successful conclusion of multiple projects and transactions. ➢ Advanced skills and experience in financial and market analyses, deal appraisal and due diligence, structuring, negotiation, implementation and portfolio monitoring. ➢ Strong planning and organisational abilities with a pro-active approach to get things done while maintaining high quality and good relations while working on multiple projects with multiple stakeholders. ➢ Strong interpersonal, communication and networking skills acquired through various client-facing and multistakeholder roles throughout my career. ➢ Extensive experience in report-writing and presentation from years of positioning proposals to different investment audiences. ➢ Intuitive strategic insight enhanced by an Executive MBA and experience gained in strategic analyses and contributing to proposals for executive decision-making. ➢ A dedicated and hard-working professional with a steadfast belief in ethics of integrity, fairness, excellence and accountability.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis & Valuation
    Stakeholder Management
    Investor Overview
    RFP Writing
    Private Equity
    Due Diligence
    Market Research
    Market Analysis
    International Development
    Fundraising Presentation
    Fundraising
    Investment Preparation
    Investment Research
    Investment Strategy
  • $60 hourly

    • 0.0/5
    • (0 jobs)
    As a seasoned Chartered Accountant (CA), I bring a wealth of expertise in financial management and modeling to the table. With a solid foundation in accounting principles and regulations, coupled with extensive experience in financial analysis, reporting, and forecasting, I am adept at providing strategic insights and driving informed decision-making processes. My proficiency in financial modeling sets me apart, enabling me to develop comprehensive financial projections, scenario analyses, and investment valuations. Leveraging advanced spreadsheet tools and techniques, I have successfully created models that facilitate budgeting, cash flow management, and risk assessment for businesses across various industries.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Valuation
    Analytical Presentation
    Forecasting
    Financial Analysis
  • $56 hourly

    • 5.0/5
    • (1 job)
    Multi-dimensional Finance Executive with strong demonstrable startup and SME experience. Strategic thinker with view on improving the bottom line but also mindful of business operations. Built several successful transactional finance functions; these included both new functions and turning dysfunctional functions into high performing teams. Core competences: Ability to achieve transactional success while adding strategic inputs. Focus on team and individual staff member development. Broad range of experience covering financial services, industry and general management. Demonstrated high levels of business acumen as seen through positive effects on profitability levels achieved through strategic analysis and business partnering. Exposure to European Markets (UK).
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Light Bookkeeping
    Business Coaching
    KPI Metric Development
    Financial Projection
    Financial Management
    Financial Analysis
    CPA
    Accounting
    Small Business Administration
    Finance & Accounting
  • $44 hourly

    • 0.0/5
    • (0 jobs)
    With my 22 years of military service and my Batchelor's degree in quantitative management, I have developed The Leading Edge Consulting Service to provide professional business and leadership solutions. Entering into the commercial marine industry I have made it my mission to become an integral part of the sector. With my client focused approach I have helped develop quality control and production processes in order to ensure timely delivery of products. I have worked with private yards as well as state entities to help deliver, launch and commission luxury yachts. I have recently ventured into the realm of Generative AI, where I help develop Large Language Models (LLM) with international partners for large tech companies. I believe that we should embrace every opportunity that passes us and not box ourselves into our known universe as greatness lies at the edge of the unknown. We should be guided by our values, not our fears.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Pitch Deck
    Business Plan Writing
    Leadership Coaching
    Root Cause Analysis
    SWOT Analysis
    Large Language Model
    AI Agent Development
    Forecasting
    Six Sigma
    Marketing Plan
    AI Content Writing
    Data Analysis Consultation
    Quality Management System
    Project Management
  • $70 hourly

    • 0.0/5
    • (0 jobs)
    Personal Information Positions Held: Finance Director - JTI Regional Financial Planning and Analysis Manager - JTI Financial Planning and Analysis Manager - JTI Financial Manager - Famous Brands Accountant - Radiospoor Telecoms Divisional Financial Controller - DHL Danzas Audit Manager - Lowe & Co.
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Planning
    Financial Audit
    Finance & Accounting
    Finance
    Financial Analysis & Valuation
    Budget Management
    Budget Planning
    Financial Analysis
    Financial Accounting
    Accounting
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