27 Best Financial Plans Freelancers For Hire In Illinois

Check out Financial Plans Freelancers in Illinois with the skills you need for your next job.

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$60 hourly
- 4.9/5
- (20 jobs)
I have advised over 55 C-Suite Executives and 50 leadership teams as a strategic partner who drives operational excellence and creates cross functional impact across tech startups! I enjoy contextualizing data, simplifying complex content, and providing clarity company wide within tech startups. I support senior executives across marketing, communications, business development, safety, and global partnerships departments by providing administrative and operational support I have supported startups and established companies within the following critical roles: Chief of Staff, Executive Business Partner, People Operations Manager, Customer Success Manager, Project Manager, Communications Manager, and more! Let me help you direct your initiatives while shaping operational needs, influencing employees, and driving company mission

Financial Plans
Financial Planning
Business Development
Product Management
Task Coordination
Employee Onboarding
Team Management
Customer Relationship Management
Organizational Development
Corporate Event Planning
People Management
Administrative Support
Project Management
Strategic Planning
Change Management
Executive Support
$50 hourly
- 4.6/5
- (1 job)
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyse financial status, recommend business strategy and prepare fianncial planning. Tech-savvy in use of spreadsheets, accounting and financial management software. Looking for an opportunity to combine my passion for data analysis and process automation with comprehensive background in treasury and finance.

Financial Plans
Forecasting
Budget Planning
Financial Planning
Financial Analysis
Big Data
Accounting
Management Accounting
Analytics
Data Analytics
$150 hourly
- 4.8/5
- (29 jobs)
With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the information you need, when you need it, to get the best possible outcome. I have owned, and sold, my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. I can help with M&A whether it's getting your company ready for sale/investment or helping to evaluate, purchase, and integrate an acquisition. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. I believe that cash is the life blood of a company and can fix many issues. Your job is to grow your company my job is to help you realize its full value.

Financial Plans
Financial Modeling
Financial Planning
Mergers & Acquisitions
Financial Analysis
Xero
Budget Management
Microsoft Excel
Accounting
Financial Projection
Intuit QuickBooks
$75 hourly
- 5.0/5
- (10 jobs)
Whether it's squeezing every dollar to its fullest potential or managing a huge balance sheet, I can help. I managed a full book of clients and understand the needs of high net worth (HNW) professionals. As a former J.P. Morgan private wealth advisor managing $200MM in assets, I have an expertise in: - Asset allocation - Alternative Investments - Succession planning - Wealth Projections - Liquidity events (i.e. sale of business) - Behavioral Finance Training - Investment Lessons I am also a Certified Financial Planner (CFP), and I have a deep understanding of the needs, challenges, and what drives success in wealthy individuals. Note that discussions and projects via Upwork are NOT considered financial advice. Upwork is not a financial institution, which is required for legal financial advice. For fiduciary advice, we can work together through my full-time employer, which is a Registered Investment Advisor.

Financial Plans
Financial Analysis
Financial Planning
Investment Strategy
Presentations
$70 hourly
- 5.0/5
- (1 job)
Driven finance executive with a passion for building business strategies through analytics and data-driven storytelling I have 24+ years experience working at JPMorgan Chase as the Treasury CFO and more recently a Senior Business Manager for the Commercial Bank. I have excelled at building out multiple costing and pricing strategies, comprehensive business reviews across product, operations, technology and sales, finance lead for all RFP responses and costing and pricing out a 5 year/$500MM government contract that has recently been renewed. I recently left JPMorgan to form my own consulting company to focus on data driven analytics and financial reporting (Hendo Consulting LLC).

Financial Plans
Sales Engineering
Pricing
Contract Negotiation
Analytics
Management Skills
Customer Retention Strategy
Analytical Presentation
Income Statement
Strategy
Business Management
Storytelling
Customer Retention
Business
Finance
Financial Planning
$60 hourly
- 5.0/5
- (2 jobs)
My experience includes accounting, finance, and administrative support, which also comprehends high level commercial and corporate financial planning, reporting, and analysis. From accounting basics to BOD presentation decks, I'm excited to partner with you to help achieve your immediate and long-term objectives.

Financial Plans
Data Analysis
Financial Planning
Accounting Advisory
Accounting Principles & Practices
Pricing
Visual Presentation Design
Chart Presentation
Presentation Slide
Presentation Design
Business
Decision Making
Management Accounting
Finance & Accounting
Administrative Support
Accounting
$89 hourly
- 5.0/5
- (9 jobs)
Over the course of my career 10+ year career, I have worked with a wide range of clients, from small businesses to billion-dollar corporations, to solve complex financial problems. My expertise includes but is not limited to, market analysis and entry, financial statement preparation, and company valuations. My approach to problem-solving is to thoroughly understand the client's business and objectives. I strive to provide comprehensive and customized solutions that not only address their immediate financial challenges but also help them achieve long-term growth and success. Services offered: 🟢 Financial Modeling: I have over 10 years of financial modeling experience that includes three statement modeling with forecasting in Excel. 🟢 Business Case Development: I have produced market-sizing deliverables for companies that want to enter new markets or launch a new product. 🟢 Valuation: I have developed a deep understanding of various valuation methods, including discounted cash flow (DCF), multiples analysis, and market-based valuation. My expertise in financial valuation includes conducting due diligence, analyzing financial statements, identifying key value drivers, assessing risk factors, and providing detailed reports and presentations to support decision-making. - Select specialty in Intellectual Property Valuation (trademarks, patents, brands) 🟢 Corporate Financial Planning & Analysis / CFO Services: My expertise in FP&A includes developing financial models, creating forecasts and budgets, conducting variance analysis, identifying trends and opportunities, and providing valuable insights to support strategic decision-making. I am also proficient in various financial software and tools, including Excel, Workday Adaptive Planning, Vena, Oracle Hyperion and EssBase. 🟢 Due Diligence Support: I can help you navigate a transaction and leave no stone unturned. I follow the logic of identifying, quantifying, and mitigating risk. 🟢 Economic Damages: Whether you need help with economic damages analysis, lost profits analysis, or business valuation in the context of litigation, I can provide you with the expert guidance you need to build a strong case and achieve a favorable outcome. 🟢 Personal Finance: As a finance professional with a passion for helping others achieve their financial goals, I offer top-quality services to help individuals manage their personal finances with confidence. Representative Projects: ✅ $30M buy side patent acquisition encompassing over 550 millimeter wave patents. ✅ Modeled and presented the executed $150M+ HEVC joint venture deal between Qualcomm and the participating members. ✅ Modeled and presented a $1.5B opportunity to license WiFi technology via a variety of corporate structures (i.e. Joint Venture). ✅ Landscaped and presented a ~$160B (and ~323B units) addressable market chip level licensing opportunity, outside of cellular and WiFi technologies, as part of meeting NXP merger synergy targets. ✅ Conducted an enterprise valuation of a pre-revenue biotechnology company developing a Type-I diabetes therapy for ~$117mm. ✅ Barred ~$600mm in financial losses to a drug manufacturer by linking the health benefits of a compound with the client’s patent. ✅ Conducted an enterprise valuation of a coffee manufacturer which was expropriated by a Latin American government causing ~$300mm in damages. ✅ Valued the intellectual property rights of a deceased celebrity for IRS purposes at ~ $152mm. ✅ Substantiated ~$220mm in restitution for a Wi-Fi research body after analyzing infringing sales of mobile and network devices. Financial Softwares: ✅Oracle EssBase ✅Oracle Hyperion Planning ✅Oracle Netsuite ✅Workday Adaptive Planning ✅Vena ✅Google Suite/Google Sheets ✅Office suite (Excel, Power Point, Word) Industry Experience: ✅ SaaS / Software ✅ Biotechnology ✅ Real Estate ✅ Intellectual property ✅ Cyber security ✅ Expert testimony/damages analysis

Financial Plans
Financial Analysis & Valuation
Budget Planning
Income Statement
Real Estate Investment Assistance
Cash Flow Analysis
Balance Sheet
Market Segmentation Research
Business Valuation
Market Analysis
Financial Modeling
Microsoft Excel
Financial Planning
Market Research
Financial Analysis
$75 hourly
- 0.0/5
- (0 jobs)
Accounting professional with diversified experience in general accounting, cost accounting, business management, tax, audit, review, mergers and acquisitions, business valuation, and system conversions. Strong array of skills in cash flow management and forecasting, financial reporting, financial statement consolidation, budgetary planning and forecasting, employee management, written and verbal communication, cross-functional collaboration, compliance reporting, and investor engagement. Proven leadership of multi-million dollar entities with large workforces and multiple locations. Results driven manager delivering quantifiable profitability through cost control, process improvement, training, and technology. Successful continuous improvement and hands-on leadership approach in managing all aspects of a company while exceeding all goals and deadlines in fast-paced environments.

Financial Plans
International Financial Reporting Standards
Forecasting
Financial Presentation
Financial Planning
GAAP
$89 hourly
- 5.0/5
- (1 job)
As a finance expert with over 10 years of experience and a CFA charter holder, I am here to help you make better financial decisions for your business! With my extensive experience working with multibillion-dollar companies in the USA and abroad, I can offer you much more than just numbers in a spreadsheet. My expertise includes: - Financial modeling, budgeting, short-term planning, and long-term planning - Fractional CFO services - Valuation and M&A support Let me highlight some of my specific achievements that demonstrate my skills and expertise in finance: - Led the finance team as the CFO of a $300 million business unit in Europe, successfully increasing revenue and profitability while optimizing expenses. - Developed financial models and projections for various M&A deals, providing valuations and insights for successful transactions. - Successfully managed investor relations in a publicly traded company, leading to increased investor confidence. - Collaborated with cross-functional teams to drive process improvements and efficiencies in financial planning and analysis, resulting in streamlined workflows and increased productivity. If you choose to work with me, you can expect a personalized approach to your project and timely communication throughout our collaboration. Let's connect and discuss your project in detail! Keywords: Finance expert, financial modeling, budgeting, short-term planning, long-term planning, valuation, M&A support, CFA, CFO, Fractional CFO, FP&A, revenue growth, profitability optimization, expense optimization, forecasting accuracy, investor relations, process improvement, productivity.

Financial Plans
Microsoft PowerPoint
Cost Analysis
Business Management
Business Planning & Strategy
Business Consulting
Valuation
Power Query
Financial Modeling
Financial Planning
Venture Capital
Budget
Microsoft Excel
Data Analysis
Financial Analysis
Microsoft Power BI
$60 hourly
- 0.0/5
- (0 jobs)
Kaleb Reining, the owner of Guilford Bookkeeping, brings a proven track record and passion for accounting to his clients. Since graduating with a Masters and Bachelors in Accounting from Bradley University, he has honed his skills working for Fortune 500 companies for the past five years. A certified QuickBooks ProAdvisor, Kaleb possesses in-depth knowledge to navigate the software and unlock its full potential for your business. His dedication lies in empowering business owners to focus on their core strengths while he meticulously ensures their financial health. Beyond accounting, Kaleb prioritizes quality time with his family, enjoys hitting the golf course, and finds peace near water, be it a lake, ocean, or pool.

Financial Plans
Financial Statements Preparation
Account Reconciliation
Financial Planning
Bookkeeping
Microsoft Excel
Accounting
Intuit QuickBooks
Financial Variance Analysis
$55 hourly
- 0.0/5
- (0 jobs)
I am an MBA student with 6+ years of accounting and finance experience. If you are trying to build a cash flow forecast, financial budgets, or analyze company data to help make decisions, I am here to help.

Financial Plans
PowerPoint Presentation
Microsoft Excel
Forecasting
Financial Modeling
Financial Planning
$50 hourly
- 0.0/5
- (0 jobs)
PROFESSIONAL SUMMARY Motivated finance & bookkeeping specialist that looks forward to helping businesses increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business. With over 15 years of experience, I save business owners an average of 120 hours per year by taking bookkeeping completely off their plate, freeing them up to focus on what they're passionate about.

Financial Plans
Light Bookkeeping
Human Resources
Payroll Accounting
Accounts Receivable
Accounts Payable
Strategic Planning
Forecasting
Budget Planning
Financial Planning
Bookkeeping
Accounting Basics
Accounting
$200 hourly
- 0.0/5
- (1 job)
I am a CPA with 14 years of experience in finance and accounting, most recently a Finance Director leading FP&A and Strategy for a $12B business unit at a Fortune 500 company.

Financial Plans
Investment Strategy
Financial Modeling
Forecasting
Financial Projection
Financial Reporting
Cash Flow Modeling
Cash Flow Analysis
Financial Analysis
CPA
Finance
Bookkeeping
Accounting
Financial Planning
$50 hourly
- 0.0/5
- (0 jobs)
I have a passion for being a resource and support for those asking for help. My specialty is in development with the goal of promoting, enhancing and finding ways to help a business, non-profit, startup become sustainable. I also focus on interprofessional team building because teamwork makes the dream work. You can expect me to be a clear communicator, accommodate to your needs and ensure that you are happy with my work from start to finish.

Financial Plans
Continuing Professional Development
Financial Planning
Career Coaching
Coaching
$125 hourly
- 0.0/5
- (0 jobs)
I'm a fractional CFO serving mid-sized companies. Whether you are trying to clean up your books and records, or need a month-end review of your financial books, or you want monthly financial statements to analyze your business performance, I'm here to help. * Month-end review and financial statement preparation * Inter-company reconciliation and consolidated financial statement preparation * Financial forecasting and cash monitoring * Ad hoc accounting projects and clean up * Year-end tax preparation and 1099 preparation Some of the many accounting projects I am experienced in is cleaning up client's chart of accounts, and balance sheets. Beyond my accounting background, I am experienced in payroll processing, benefits and company registration for employees located in states outside your state of operation. I'm here to help you rely on your financial statements to help you make strategic decisions about your business.

Financial Plans
Intuit QuickBooks
QuickBooks Enterprise
QuickBooks Online
Financial Accounting
Financial Statements Preparation
Bookkeeping
Financial Planning
Accounting
$250 hourly
- 0.0/5
- (0 jobs)
I'm a strategic and experienced financial professional with a proven track record of delivering results. My approach to complex issues involves listening first and keeping an open mind. I like to understand the basic building blocks of situations in order to develop sustainable solutions. I have extensive experience working with growth stage and distressed companies. Both types of companies are often dealing with overwhelming stress, the need to allocate precious few available resources, and the necessary cooperation of external parties (customers, vendors, lenders, etc...) to help get through the short term and build a sustainable long term situation.

Financial Plans
Accounting
Analytical Presentation
Accounting Advisory
Financial Management
Financial Modeling
Financial Consulting
Finance & Accounting
Financial Planning
$50 hourly
- 0.0/5
- (0 jobs)
I am Lakeia, a dedicated tax professional with over 15 years of experience in the financial industry. At Triple L Tax Solution & Services LLC, I specialize in providing personalized and comprehensive tax preparation and financial services for both individuals and small businesses. What I Do Best: - Tax Preparation & Planning: I help clients navigate the complexities of tax season, ensuring they maximize their savings and comply with regulations. - Bookkeeping & Payroll Services: I manage financial records and payroll to streamline operations for small businesses. - Financial Consulting: I provide expert advice on budgeting, credit management, and debt resolution to support my clients' financial goals. - Insurance Solutions: I assist clients in finding the right insurance coverage tailored to their needs. My mission is to empower individuals and businesses with the financial knowledge and services they need to succeed. I am passionate about building lasting relationships with my clients and am committed to providing exceptional service. Whether you're looking for tax preparation, bookkeeping, or financial advice, I'm here to help you thrive financially!

Financial Plans
Property Tax
Tax Exemption Submission
Business Consulting
Notarization
Insurance
Tax Preparation
Financial Planning
Bookkeeping
Accounting
$85 hourly
- 0.0/5
- (0 jobs)
I have over a decade of experience assisting businesses and individuals with financial management, from raising capital and deploying capital, negotiating contracts, selecting vendors and building portfolios.

Financial Plans
Contract Negotiation
Capital Markets
Investment Portfolio Review
Portfolio Management
Management Consulting
Analytical Presentation
Financial Planning
$75 hourly
- 0.0/5
- (0 jobs)
I am a strategic finance leader and cash flow optimization specialist with over 20 years of experience in enhancing financial operations, securing financing, and implementing reporting systems across diverse industries. Based in Gurnee, IL, I served in senior financial roles for companies in sectors including construction, software, manufacturing, education, and healthcare. My career showcases a blend of strategic planning, project management, and risk mitigation which included a rapid recovery from a ransomware attack. My financial expertise includes restructuring accounting departments, optimizing cash flow, and negotiating multimillion-dollar credit lines. Here are a few of my achievements securing financing: ● Secured $1M PPP loan during the COVID-19 pandemic at John S. Swift Co, Inc. ● Obtained $1.3M loan to finance the company building at John S. Swift Co, Inc. ● Secured $2.5M in credit with an average of 70 days to pay at Henry Broch Co. ● Secured $2M line of credit with no personal guarantees. I am a dual degree holder in Accounting & Information Systems, and Economics from Queens College, I successfully implemented ERP systems and process improvements, emphasizing compliance and data accuracy. My leadership extends to team building, HR oversight, and negotiating insurance policies, consistently strengthening company finances and operational resilience.

Financial Plans
Human Resources
ERP Software
QuickBooks Online
QuickBooks Enterprise
Refinancing
Bank Reconciliation
Income Statement
Balance Sheet
Financial Reporting
Management Consulting
Analytical Presentation
Financial Planning
Bookkeeping
Light Bookkeeping
Accounting
$35 hourly
- 0.0/5
- (0 jobs)
*OBJECTIVE Decades of experience within the financial services industry, experienced in Futures and Options, Foreign Exchange, Asset Management,Derivatives and Equities. Started as a runner on The Floor of The Chicago Board of Trade and was one of the first people to trade Futures electronically. As a broker I was able to build up working , profitable and trusting client relationships. I transitioned from Brokerage to proprietary trading with many long and short term strategies. I am looking for a new challenge in financial services. I have management experience and am highly motivated.

Financial Plans
Stock Market
Foreign Exchange Market
Crypto Exchange Platform
Cryptocurrency Trading
Sales & Marketing
Risk Management
Software Testing
Customer Engagement
Equity Research & Analysis
Trading Strategy
Technical Analysis
Bookkeeping
Light Bookkeeping
Accounting Basics
Financial Planning
$215 hourly
- 0.0/5
- (0 jobs)
I have worked in corporate finance for 20 years. I have worked in corporate consolidations, investor relations, corporate financial planning and analysis, financial systems, administration, and expense management and C-Suite decision support.

Financial Plans
Financial Planning
Chart of Accounts
Business Planning & Strategy
Budget Planning
Oracle Hyperion Planning
Planful
Microsoft Excel
International Financial Reporting Standards
Managerial Finance
Corporate Finance
FinTech Consulting
SAP FICO
SAP
Financial Analysis
Finance & Accounting
$125 hourly
- 0.0/5
- (0 jobs)
Experienced Chief Financial Officer | Proven Leader in High-Growth Companies | Finance & Operations Strategist Results-driven CFO with expertise in leading financial operations, driving organizational growth, and delivering strategic financial solutions. Proven track record in securing multimillion-dollar funding, optimizing financial performance, and guiding businesses through significant scale. Adept at managing stakeholder relationships, executive leadership, and risk management. Committed to operational excellence and long-term value creation. Key Skills * Financial Strategy Development * Corporate Governance * Capital Structure Optimization * Strategic Planning & Execution * Financial Oversight & Reporting * Financial Planning & Analysis * Change Management * Sarbanes-Oxley Act * Budget Planning * Team Management * SaaS Finance * Process Improvement * SaaS Key Performance Metrics * Mergers & Acquisitions/Due Diligence * Stakeholder Relationships * Financial Compliance (SEC, GAAP) Technologies: QuickBooks®, Sage Intacct®, NetSuite, Google Suite Administrator, Carta, Salesforce, Expensify, Teampay, Jamf, Namely, Avalara®, Ubiquity 401k, Slack, Celigo

Financial Plans
Salesforce CRM
Post-Merger Integration
Mergers & Acquisitions
Accounting Basics
Bookkeeping
Management Consulting
Analytical Presentation
Growth Strategy
Strategic Planning
KPI Metric Development
SaaS
Budgeting & Forecasting Software
Accounting
Financial Planning
$55 hourly
- 0.0/5
- (0 jobs)
Finance Professional with extensive experience in financial leadership roles, including as a Controller and Finance Manager. I specialize in financial reporting, analysis, cashflow management, working capital management and team mentorship, with a proven ability to effectively manage budgets and drive financial efficiency. As a dedicated leader, I am passionate about empowering organizations to achieve their goals through sustainable financial strategies. My diverse experience spans multiple industries, organizations, and corporate settings, allowing me to bring innovative solutions and well-rounded perspectives to the table. Currently pursuing my aspiration to become a CFO, I am deeply committed to lifelong learning, professional development, and making a meaningful impact in the field of finance. I am eager to connect with professionals and organizations to collaborate on building financial excellence and driving strategic success.

Financial Plans
Financial Planning
Financial Analysis
Asset Management
Finance & Accounting
Accounts Payable Management
Balance Sheet
Month-End Close Assistance
Intuit QuickBooks
Accounting
Bookkeeping
Tableau
$150 hourly
- 0.0/5
- (0 jobs)
Xiao holds professional experience in corporate strategy and the full M&A lifecycle from deal sourcing and pipeline generation to post-close integration planning. Xiao holds industry experience in Technology, Industrials, and Transportation. Xiao earned his MBA from Northwestern's Kellogg School of Management and is a California CPA (inactive).

Financial Plans
Business Consulting
Business Analysis
Project Finance
Project Analysis
Financial Projection
Budgeting & Forecasting Software
Forecasting
Finance
Post-Merger Integration
Mergers & Acquisitions
Analytical Presentation
Career Coaching
Continuing Professional Development
Management Consulting
Financial Planning
$70 hourly
- 0.0/5
- (0 jobs)
As a Management Consultant and Corporate Development Financial Analyst, I bring a strategic mindset and a strong analytical skill set to solve complex business challenges and drive growth initiatives. My expertise lies in financial modeling, market analysis, and data-driven decision-making to support corporate strategy, mergers and acquisitions (M&A), and business transformation projects. I excel in building advanced financial models, including discounted cash flow (DCF) analyses, net present value (NPV) calculations, and scenario planning. By leveraging my deep understanding of industry trends and competitive landscapes, I provide actionable insights that empower businesses to make informed decisions.

Financial Plans
Analytical Presentation
Management Consulting
Financial Planning
$175 hourly
- 0.0/5
- (0 jobs)
An Engineer turned Financial Executive with over 20 years of progressive corporate finance experience in large multinationals. A true believer in the upside of Simplicity – Speed, Agility and Clarity – as a way to enable effective functions and organizations. Dynamic and action-oriented with demonstrated success at partnering with the Executive Leadership Team to shape the strategic direction of an enterprise, allocate as well as prioritize its resources to the highest ROI opportunities and drive functional transformation. I provide value by augmenting your financial and operational capabilities and executing initiatives that might have been put aside / de-prioritized due to lack of internal bandwidth. Our approach is to provide intimate support by embedding our firm within your business and developing the right practice / processes to drive efficiency and effectiveness: • Fractional / Interim CFO engagement • Finance functional transformation • FP&A, Operating and Strategic Planning and Budgeting / Forecasting • M&A support (due diligence, integration planning and post-integration synergy delivery) • Developing and drafting key policies to drive organizational discipline and internal controls • Capital investment feasibility / business case analysis, review and approval process design • New Business quoting process: streamline and tools • Design and developing the organization capital allocation framework • Annual goodwill impairment financial modeling • Design and implement incentive plans to drive pay for performance culture • Financial reporting capabilities: KPIs identification, improved monthly reporting cadence

Financial Plans
Mergers & Acquisitions
Due Diligence
Strategic Planning
Capital Expenditure
Cost Variance Analysis
Financial Analysis
Process Improvement
Organizational Design & Effectiveness
Cash Flow Modeling
Financial Modeling
Accounting Basics
Management Consulting
Accounting
Analytical Presentation
Financial Planning
$50 hourly
- 0.0/5
- (0 jobs)
Finance and Data Freelancer - Shelby C Finance Director, over 10+ years' experience with an MBA concentration in Data Analytics and Entrepreneurship. I am your go-to for anything finance, excel, data or numbers related. Freelance experience is not limited to the below. * Extract, organize and formulate data in excel, R, PowerBI, Alteryx etc. * Reconcile and organized past business financial * Aggregate data (sales, revenue streams, expenses) for financial review * Prepare P&L, Financial Statements, visuals etc. * Identify business insights and trends through data analysis * Prepare financial guidance and management recommendations * Create future forecasting model * Assess and consulted on owners' personal financials SKILLS • Certification in Entrepreneurship + Data Analytics • Microsoft Excel and Suite Products • R + RStudio • PowerBI • Machine Learning and Regression Analysis • Alteryx • Salesforce • Quickbooks • Data Extraction/ETL • Data Analysis

Financial Plans
Microsoft Excel
Data Entry
Financial Reporting
Financial Modeling
Finance
Financial Analysis
ETL
Data Analysis
Accounting Basics
Management Consulting
Light Bookkeeping
Bookkeeping
Financial Planning
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