Hire the best Financial Projections Freelancers in the United States

Name: Financial Projections professionals
Brand: Upwork
Rating: 4.8 (977 reviews)

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Clients rate Financial Projections professionals

4.8/5

based on 977 client reviews

$150 hourly
Carlesia H.
- 5.0/5
- (46 jobs)
I am a results-driven financial leader with a proven track record of building robust accounting processes tailored to the unique needs of fintech startups. My expertise spans strategic tax planning, comprehensive bookkeeping, and tax preparation services, with a particular focus on emerging sectors like crypto, ai, e-commerce and real estate. As a Contract CFO, I have played a critical role in facilitating startup capital acquisition, creating scalable accounting frameworks, and ensuring financial compliance, which have been instrumental in driving growth and stability for innovative companies. With a deep understanding of the latest tax laws and regulations, I excel in designing and implementing streamlined processes that enhance efficiency, accuracy, and compliance. My ability to stay ahead of industry trends and legislative changes allows me to offer cutting-edge solutions that meet the evolving needs of clients. Whether overseeing audits, managing day-to-day bookkeeping, or preparing tax returns, I am committed to delivering exceptional financial stewardship and fostering the success of forward-thinking organizations. In short, what I'm selling is peace of mind. Entrepreneurs are experts in their craft and shouldn't be distracted or discouraged with the numbers.

Financial Projections
Financial Projection
Company Valuation
Bookkeeping
Business Planning & Strategy
Cryptocurrency
Bank Reconciliation
Business Analysis
Accounting Principles & Practices
Accounting Basics
Tax Law Compliance
Tax Preparation
Financial Analysis
Tax Planning & Advisory
Strategic Plan
QuickBooks Online
Microsoft Excel
Startup Consulting
Corporate Tax
$100 hourly
Michael L.
- 4.9/5
- (50 jobs)
**Previously Upwork Top Rated Plus (Took 1 Year Hiatus)** I'm a seasoned, Senior Financial & Data Analyst for growth startups with valuable, unique experience scaling a startup to $1B valuation and raising over $300M during my tenure, supporting a B2B SaaS, PE-backed growth company double, and advising over 50+ startups across various industries, some fundraising for Seed and Series A. To give back to the communities I'm active in, I mentor startups and small businesses at Shapers Impact Capital, WeWork Labs, Portland Incubator Experiment, OSU, PSU, and WSU. Tasks I'm most impactful to businesses: - Financial modeling & projections - Excel, BI Reporting, Google Data Studio, SQL wizard - Budgeting & forecasting - Variance analysis - Pricing analysis - Quickbooks, Shopify, Paid Ads, SalesForce, NetSuite, BigML, Looker, Python proficient - Growth strategies (customer whitespace and expansion, marketing channel expansion and optimization, market prioritization and expansion, product expansion, pricing optimization) - Accelerating and optimizing sales & marketing - Market research & analysis - Business, data, & marketing analytics - Investor readiness Industries I've supported extensively: - B2B SaaS - DTC Brands - Ecommerce - Retail - Brick and mortar - Food & Beverage - Restaurants - Consumer Packaged Goods (CPG) - Consumer Electronics - B2B Service

Financial Projections
Financial Projection
Financial Analysis
Financial Planning
Industry Knowledge
Microsoft Excel
Financial Modeling
$55 hourly
Isola S.
- 4.8/5
- (162 jobs)
Using the ARF framework, I help nonprofits and businesses in securing funding by crafting tailored grant proposals, compelling, visually stunning investor presentations, and comprehensive business plans with financial projections. I also create standard ESG reports for companies and organizations that foster sustainability, and positively impact society, governance, and the environment. My past clients have raised $100M+ combined funding over the years. Leverage my expertise and experience to achieve your fundraising goals. My Services: 1. Business Plan Writing and Financial Projections: As a business planner, I craft comprehensive and well-researched business plans that outline your business' vision, mission, market, competition, SWOT, execution plan, marketing plan, financial plan, etc. You need a business plan with financials if you want to: ✅Start a business ✅Document the overview, plans and strategies of your existing business ✅Showcase your business' financial standing and profitability potential through a robust financial analysis (financial overview, startup cost analysis, profit and loss analysis, revenue projections, cash flow statement, worth valuation, break-even analysis, etc.) ✅ Attract investors, and position your business for other funding opportunities ✅ Get a dilutive or non-dilutive funding ✅ Get an SBA loan or win a grant ✅Buy or sell a business ✅ Establish a company in a new state or country ✅ Meet official requirements for business operations ✅ Seek crowdfunding ✅ Understand your industry well enough, and demonstrate that you are on top of your game 2. Investor Pitch Deck Writing and Presentation Design: An average investor receives 20-50 pitch decks every day, but only a few are considered for funding. My investor-ready pitch deck solution will help your business stand out from the crazy competition for funding. It is no coincidence that my past clients have raised more than $100 million from funders (VCs, angel investors, banks, and government agencies). Reach out to me to craft a narrative that secure appointments and close deals with investors in different stages including: - Pre-seed funding - Seed funding - Series A round - Series B round 3. Grant Writing: I am a game-changer for nonprofits looking to access federal, state and private grant funding opportunities, having helped my past employers raise over $20 million over the years. Not sure which grant opportunities are right for your organization? Not a problem! I will research the right grants for your organization, and position you to win them. My specialization cuts across: ✅ SBIR grants ✅ NSF grants ✅ NIH grants ✅ STTR grants ✅ DoD grants ✅Grants.gov grants ✅RFPs, etc. Send me a direct message or an invitation to discuss further on how I can help you in getting the funding you need to advance your ideas/ initiatives.

Financial Projections
Financial Modeling
Business Planning & Strategy
Microsoft PowerPoint
Budget Planning
Financial Projection
Market Research
Business Writing
Grant Application
Grant Proposal
Nonprofit
Grant Writing
Presentation Design
Pitch Deck
Business Plan Writing
Business Plan
$155 hourly
Sean M.
- 5.0/5
- (19 jobs)
Areas of Expertise: - Budgeting and forecasting, with expertise in statistical modeling - Develop and maintain concise monthly financial performance review and reporting - Pricing analysis and strategy - Dashboards , key performance indicators and data visualizations - Customer and sales data analysis and forecasting

Financial Projections
Cash Flow Modeling
Cash Flow Analysis
Financial Report
Pro Forma Statement
Company Valuation
Financial Projection
Presentations
Business Plan
Pitchbook
Business Cases
Financial Planning
$40 hourly
Ahmed T.
- 4.7/5
- (25 jobs)
Are you approaching a tax deadline and use QuickBooks Online, Xero, or other accounting software? I can help you ensure your books are tax-ready. I am Ahmed Taufiq, a Certified Public Accountant (CPA) with over 14 years of experience I am also a certified QuickBooks ProAdvisor and Xero Advisor, demonstrating my expertise in these essential accounting platforms. My Qualifications Certified Public Accountant (CPA) with 14+ years of experience and a proven track record Upwork Top Rated - Top 10% of talent Certified QuickBooks ProAdvisor Xero Advisor Certified My Services I provide a comprehensive suite of accounting services to help you streamline your financial operations and make data-driven decisions. My services include: - Accounting System Setup and Management: I can help you set up your accounting system, ensuring it is configured to meet your specific needs. - Record keeping: I will meticulously manage your accounts payable and receivable, reconcile bank statements, and maintain accurate financial records. - Financial Reporting and Analysis: I can generate insightful financial statements and reports to help you track your performance and make informed financial decisions. - Tax Preparation: I can assist you in preparing for tax deadlines by ensuring your books are accurate and up-to-date. - Software Expertise: I am proficient in a variety of accounting software programs, including QuickBooks, Xero, Sage, Zoho, and Wave Accounting. Why Choose Me? - End-to-End Solutions: I provide a holistic financial solution, from initial setup to ongoing maintenance and strategic financial advice. - Client-Centric Approach: I take the time to understand your unique needs and exceed your expectations. - Continuous Learning: I am committed to staying up-to-date on the latest industry trends, software updates, and regulatory changes. - Data-Driven Insights: I leverage my financial analysis skills to provide you with actionable insights to improve your business performance. - Transparent Communication: I believe in clear and consistent communication, keeping you informed throughout the entire process. Ready to Focus on What Matters Most? Let me handle your accounting needs so you can focus on what truly matters - growing your core business. Contact me today for a free consultation!

Financial Projections
Data Analysis
Financial Analysis
Xero
Forecasting
Finance & Accounting
Sales Tax
Client Management
Financial Statements Preparation
CPA
Wave Accounting
Analytical Presentation
Internal Auditing
QuickBooks Online
Financial Consulting
US Taxation
Financial Audit
Microsoft Excel
Bank Reconciliation
Accounting
Financial Projection
Bookkeeping
Zoho Books
$95 hourly
Naveen David M.
- 5.0/5
- (8 jobs)
Are you looking for financial expertise to help you make smart financial decisions for your business?**Do you need robust financial analysis and solutions to drive better financial outcomes? Hi, I recently became a freelancer and new to Upwork, but I have 15 years of financial management experience having worked with fortune 500 companies ranging from retail chains, financial services, energy generation and ecommerce. I am a seasoned finance professional with track record of finding solutions to business challenges and driving successful financial outcomes for clients. My expertise in finance and diverse industry experience, combined with an engineering background helps me to troubleshoot problems, analyze complex businesses, and innovate smart financial solutions for my clients. As finance leader, I was responsible for financial management of multi-billion-dollar re-commerce business, while building and maintaining strong relationships with diverse/cross-functional teams, and providing leadership, guidance, and direction on financial matters to operations/business partners. Responsible for providing clarity, visibility, accountability, and leadership to drive cross functional initiatives and solve financial challenges. Extensive experience in strategic financial management (i.e., monthly/weekly executive reviews, forecasts, annual budgets, and long-range financial planning), financial analysis and decision support. Extensive experience in financial analysis and planning, and expert with MS excel for financial modeling. -Discounted cash flow/NPV analysis -ROI/IRR and proforma modeling -Go/No-go decision support based on financial analysis -Business valuation, and capital expenditure analysis -Modeling for financial budgeting and forecasting -Business case analysis/Financial presentations for Investors/Lenders pitch deck -Debt modeling -Cost-Benefit Analysis/Rent vs Buy analysis -Long/Short term contract evaluation and profitability analysis Current: Founder & Owner/Financial Consultant | Profit Spear Consulting, LLC Profit Spear Consulting helps clients maximize profits by providing customized financial solutions and actionable insights on profitability. Our customizable solutions not only analyze financial health of businesses and identify underlying drivers of profitability, but also provide key valuable insights for informed decision making which will be a game changer for business owners and stakeholders seeking to maximize profits. SOME OF THE SERVICES WE OFFER: -Revenue and Margin Analysis -Expense Analysis -Cash Flow Analysis -Comprehensive Profitability Analysis and Diagnostics -Capital Planning and Analysis -Margin Expansion and Cost Reduction -Financial Planning and Analysis -Cash Flow Management and Analysis -Profitability Analysis and Profit Maximization -Business Case Development and Analysis -Key Performance Indicator Analysis Other Previous Highlights: -Responsible for financial management of multi-billion-dollar re-commerce business with biggest electronics retailer in US - Instrumental in pushing CFO’s enterprise goals with business teams on tighter budgets, spending cuts to meet targets, driving greater benefits on capital investments, cost transformation initiatives, thinking outside the box mentality, and serving as a liaison between finance organization and business teams -Managed all aspects of finance and business, and was responsible for meeting P&L goals for $500 million renewable project - Worked with directors and vice presidents of groups in structuring deals and product pricing on several solar photovoltaic, solar thermal and hybrid solar electric power plants with total investments of more than $1 billion Core Competencies: -Ability to deep dive into financial statements, and gauge financial health of businesses in order to analyze all elements of profitability drivers (revenue and margin analysis, expense analysis, and cash flows), and provide actionable insights and financial solutions to achieve better financial outcomes -Ability to integrate, synthesize and analyze information from disparate sources, and presenting it to executives/business leadership in a crisp and actionable manner -Advanced excel/financial analytics and decision support and financial modeling skills -P&L management, financial planning and budgeting, monthly closing, variance analysis and reporting, complex problem solving -Highly analytical and value driven, with excellent written and verbal communication skills. - Extensive experience with business case planning and analysis for pitches/executive and investor presentations - Expert in financial valuation of investments, and guiding clients with financial data-driven recommendations for decision making

Financial Projections
Capital Expenditure
Financial Modeling
Financial Planning
Financial Consulting
Business Consulting
KPI Metric Development
Financial Management
Financial Projection
Financial Presentation
Business Modeling
Financial Analysis & Valuation
IBM Cognos TM1
Business Coaching
Cash Flow Analysis
Financial Analysis
$60 hourly
Melissa L.
- 4.7/5
- (17 jobs)
I am a CPA in New York that has extensive experience with auditing and accounting roles as well as bookkeeping and light tax work. I can assist in various area such as preparing for your audits, day to day bookkeeping, payroll, cash flow projections, financial statements or monthly reporting, AR, AP, revenue, data analysis, complying with US GAAP, journal entries, and specialize in inventory reporting.

Financial Projections
Data Analysis
Financial Statements Preparation
Inventory Management
CPA
Accounting Advisory
Accounting
Bookkeeping
Payroll Accounting
Financial Projection
$75 hourly
George W.
- 5.0/5
- (3 jobs)
As a business operations expert, I provide COO leadership - establishing and strengthening a company's foundation and managing its core functions including Finance, IT and HR. Whether a startup or an established company, I eliminate communications barriers - facilitating the flow of information between these business units and driving optimal performance with a shared understanding of a common goal. I have a small team of trusted professionals that have worked with me for years, so we have the ability to provide businesses with any business operational needs, without bottlenecking or communication barriers, while offering the most cost effective solutions. HOW I BUILD SUCCESS: * Spearhead change when it will further a company's goals - not for the sake of stamping my brand. * Develop and implement short-term tactical plans, long-term strategies and scalable systems. * Uncover unique talents and expertise, and place people where they can do the most good. * Handle restructures, acquisitions, and the unexpected with a 'how can we solve this?' attitude. * Foster an environment receptive to new ideas - driving an aboveaverage retention rate in high-turnover industries.

Financial Projections
Human Resources Strategy
Bookkeeping
Human Resources Compliance
Financial Projection
Human Resources Consulting
Business Strategy
Human Resource Management
System Maintenance
Business Management
Remote IT Management
IT Support
Finance & Accounting
Change Management
HR & Business Services
Business Operations
$300 hourly
Michael C.
- 4.9/5
- (84 jobs)
I am a Chartered Financial Analyst (CFA) with over 20 years of finance experience spanning from Wall Street to the Middle East, I specialize in advising firms looking to raise capital from private equity and venture capital funds, family offices, and high-net-worth individuals (HNWIs). Additionally, as a licensed real estate agent in Miami, I specialize in residential and commercial transactions, often creating detailed financial models for these deals. I offer a range of tailored financial modeling solutions designed to meet the unique needs of each project. My models provide comprehensive and detailed analysis of financial status and performance, utilizing sophisticated methods commonly employed by Wall Street professionals to ensure accuracy and reliability. Customizable Features: 1) Comprehensive Analysis: In-depth examination of financial status and performance, tailored to your specific industry and business model. 2) Flexible Methodologies: Employing a variety of techniques used by Wall Street professionals, adapted to your project's requirements. 3) Scenario Simulation: Customized scenarios to simulate different business environments relevant to your industry and goals. Benefits: 1) Accurate Assessments: Ensures reliability in financial evaluations specific to your business context. 2) Strategic Insights: Provides valuable insights into financial health and performance, focused on your key metrics. 3) Risk Management: Identifies potential risks and opportunities under scenarios relevant to your business. 4) Informed Decision-Making: Empowers your business to make data-driven decisions based on tailored analysis. My flexible approach allows for the creation of financial models that are essential tools for businesses aiming to gain a deeper understanding of their unique financial position and prepare for various future scenarios specific to their industry and goals. Let's work together to create a customized financial model that empowers your business to thrive. Reach out now to schedule a consultation and take the first step towards financial excellence.

Financial Projections
Due Diligence
Valuation
Equity Valuation
Investment Research
Company Valuation
Discounted Cash Flow
Financial Analysis & Valuation
Investment Banking
Financial Projection
Business Plan
Financial Modeling
Microsoft Excel
Pitch Deck
Blockchain
Presentations
$150 hourly
Peta-Gaye H.
- 5.0/5
- (8 jobs)
FINANCE & PRICING EXPERT -Finance and pricing professional who drives operational, financial, and pricing strategies to meet company goals. -Highly skilled in financial analysis and financial modeling across multiple industries. Proficient in business strategy and business case development, and offers pricing expertise that supports product launches and acquisitions. -Impressive analytical, planning, forecasting and financial management. Mitigates financial risks and drives decision making -Prepare, analyze and interpret financial documents and evaluate operational systems. -Prepare Business Plans and financial plans for Investors I specialize in : -Financial modeling & projections - Excel - Budgeting & forecasting - Variance analysis - Pricing analysis - Market research & analysis - Business, data, & marketing analytics - Investor readiness - Business Plan writing Industries I've supported extensively: - Ecommerce -Telecoms - Retail - Brick and mortar - Food & Beverage - Restaurants - Consumer Packaged Goods (CPG) - Consumer Electronics - B2B Service

Financial Projections
Market Research
Business Analysis
Pricing Strategy Consulting
Business Strategy
Pricing
Business Management
Budget Planning
Performance Management
Financial Variance Analysis
Financial Analysis
Business Cases
Microsoft Excel
Financial Projection
Forecasting
Financial Modeling
$200 hourly
Stanislav S.
- 5.0/5
- (3 jobs)
Focus on your business, leave finances to the experts. Your financial expertise on-demand - so you don’t waste time with spreadsheets. 🏆 17 years of experience in the financial sector holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale 🏆CFA Charterholder since 2013 I can help with the following: ✅ Financial Forecasting ✅ Financial Modeling ✅ Budgeting ✅ Cleaning up Historical Accounting ✅ Preparing for a Strategic Transaction ✅ Raising Capital (Debt/Equity) ✅ Resolving Cash Flow Challenges What my clients say about me: ★ Leveraging Stan's service has been much more cost-effective than hiring a full-time CFO would have been. We only pay for what we need, when we need it, without having to worry about the overhead costs of hiring a full-time employee ★ I can confidently say that partnering with Stan has been a game-changer for our business. His ability to provide us with a clear financial picture, along with his professional guidance, has led to better management decisions I possess extensive expertise across various sectors: • Consumer goods • E-commerce • SaaS • Fintech • Financial Institutions • Oil&Gas • Semiconductors • Car Dealers Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner

Financial Projections
FinTech
Investment Research
Mergers & Acquisitions
Investment Banking
Fundraising
Management Accounting
Management Consulting
Corporate Finance
Financial Consulting
Financial Analysis & Valuation
Financial Reporting
Microsoft Excel
Presentations
Financial Projection
Financial Modeling
$100 hourly
Emily H.
- 5.0/5
- (11 jobs)
Hi, I’m Emily Hauser, a Certified Management Accountant (CMA) with 16+ years in healthcare and 10+ years specializing in financial strategy. I’ve: 🧘‍♀️Found over $1.8 million from a lost payroll accrual for a high budget client 📈 Helped secure $3M+ in funding for healthcare businesses. 💰 Saved clients $300K+ annually through optimized financial strategies. 🧘‍♀️ Reduced financial stress by delivering clear, actionable insights. 🌟 Why Choose Me? ✔️ Proven Expertise: Managed $100M+ budgets for leading healthcare organizations. ✔️ Tailored Solutions: Custom strategies to meet your business goals. ✔️ Tax Savvy: Federal tax planning and filing to maximize savings. ✔️ Results-Focused: Transforming finances into growth engines. 📊 Services Offered 🔹 Fractional CFO Services for Growth & Scaling 🔹 Financial Modeling, Budgeting & Forecasting 🔹 Revenue Optimization & Operational Efficiency 🔹 Federal Tax Planning & Filing (most states included) 🔹 Custom Dashboards & Reporting 🚀 Success Snapshot 🏥 $1.2M Funding Secured: Built a financial model for a wellness clinic to secure growth funding. 💡 $250K Annual Savings: Streamlined operations for a healthcare startup. 💵 $50K Tax Savings: Designed tax strategies that reduced liabilities for a small business. 💬 Let’s Work Together Ready to reduce financial stress, optimize for growth, and transform your finances? Let’s make it happen! Contact me today to get started.

Financial Projections
Bookkeeping
Financial Variance Analysis
Tax Strategy
Financial Projection
Management Accounting
QuickBooks Online
Business Consulting
Financial Modeling
KPI Metric Development
Healthcare
Strategic Planning
Budgeting & Forecasting Software
Cash Flow Modeling
Financial Analysis
Tax Planning & Advisory
$140 hourly
Leslie C.
- 5.0/5
- (3 jobs)
I provide rapidly growing businesses with financial clarity and an action plan to increase profitability. Are you:  Generating revenue but struggling to understand your true profitability?  Looking for support with cash flow management and forecasting?  Needing accurate and up-to-date monthly financials?  Ready to benefit from expert financial management, clarity, and guidance? With over 20 years of experience working with public and private companies, I’ve helped organizations tackle challenges such as:  Cash Flow Management  Forecasting  Financial Reporting  Financial Strategy  Accounting I specialize in uncovering your true financial position and delivering clear, actionable insights to help you grow and drive profits for your business. Areas of Expertise • Working Capital Management: *13-week cash forecasting * Line of Credit management *Credit Management *Invoicing and Collections management *Order to cash optimization *Treasury administration *Banking relationship management • Financial Planning: *Budgets *Forecasting *Financial metrices * KPIs *Variance Analysis • US GAAP & IFRS Accounting: *Full cycle accounting and bookkeeping * Month-end/ Year End Close *606 Revenue accounting *Lease Accounting * Multi-entity accounting *International Accounting *Statutory Compliance *Audits *Intercompany Consolidations • Legal Entity Restructures: *Mergers & Acquisitions *Dissolutions * post-acquisition System integrations *Due Diligence • Shared Services Operations: Accounts Payables *Accounts Receivables *Sales Commissions *Credit Management *Deal Structure Review *Accounting • Sales Taxes: *Value Added Tax (VAT), *Goods and Sales Tax (GST), * Sales Tax compliance. • System implementation: *Financial system implementation *Data migration *System upgrades *AR system implementation • Financial Reporting: *Income statements (P&L) *Balance Sheet *Cash Flow Statements *Equity Roll forward *Non-GAAP Management Reports *SEC Reporting *Board of Director reporting *Monthly Financial Packages

Financial Projections
GAAP
Financial Projection
Business Planning & Strategy
Financial Analysis
Financial Planning
Financial Reporting
Cash Flow Modeling
Forecasting
Budget
Financial Statements Preparation
Financial Accounting
Month-End Close Assistance
International Accounting Standards
Bookkeeping
CPA
$95 hourly
Mike L.
- 5.0/5
- (36 jobs)
𝗜 𝗵𝗲𝗹𝗽 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗴𝗿𝗼𝘄 𝗮𝗻𝗱 𝘁𝗵𝗿𝗶𝘃𝗲 with 𝗳𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 services such as 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻, 𝗯𝘂𝗱𝗴𝗲𝘁 preparation, 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝘀 and 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀, monthly 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝘃𝗶𝗲𝘄𝘀, 𝗞𝗣𝗜 development and tracking, business growth and 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀. I am a former real estate/property management 𝗖𝗘𝗢 𝘄𝗶𝘁𝗵 𝟯𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲. I founded and managed a $8.0 million real estate business with 𝟰𝟬+ 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀, collected over $𝟱𝟬+ 𝗺𝗶𝗹𝗹𝗶𝗼n in annual rent, signed 𝟭𝟮,𝟬𝟬𝟬+ 𝗹𝗲𝗮𝘀𝗲𝘀, and completed 𝟭𝟬𝟬+ 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗳𝗹𝗶𝗽𝘀. I sold my real estate business in 2024 to a large private equity firm for 𝟴𝗫 𝗘𝗕𝗜𝗧𝗗𝗔. Now, I am looking to help others by offering the services below. ➡️ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗠𝗼𝗱𝗲𝗹: Gain a clear view of your investment’s financial future with monthly, annual, and 5-year models, including NOI, cash flow, IRR, and total profit. I also offer “what-if” scenario testing. ➡️ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Get a comprehensive valuation of an income-producing business or real estate properties to assess fair market value and make informed decisions. ➡️ 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Navigate funding options like equity, loans, and mortgages. I will help find the right lender and create financial projections for approval. ➡️ 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁: Weekly, monthly, or quarterly cash flow models reveal trends and forecast your financial health, helping your business thrive. If cash is a business's lifeblood, then you need this information to thrive. ➡️ 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗻𝗱 𝗞𝗣𝗜 𝗥𝗲𝘃𝗶𝗲𝘄: Maximize growth with monthly reviews, performance tracking, and strategy adjustments. Includes regular meetings to discuss results. ➡️ 𝗕𝘂𝗱𝗴𝗲𝘁 𝗮𝗻𝗱 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴: Develop 12-month and 5-year budgets to project revenues, expenses, and cash flow, helping you achieve your goals. ➡️ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗠 & 𝗔: Develop a tailored growth strategy through organic expansion or acquisitions to realize your business vision. ➡️ 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Leverage 30+ years of real estate and property management experience to fast-track success through one-time or weekly sessions. ✅ 𝗧𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱, please 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 or 𝘄𝗮𝘁𝗰𝗵 𝗺𝘆 𝗽𝗿𝗼𝗳𝗶𝗹𝗲 𝘃𝗶𝗱𝗲𝗼, where I explain my background and what services I offer. I am happy to hop on a Zoom call to discuss your goals and how I can help you. ✅ 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 𝗮𝗻𝗱 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝘀𝘁𝗼𝗿𝘆 ✔ BS from 𝗦𝘁. 𝗝𝗼𝘀𝗲𝗽𝗵’𝘀 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆 ✔ MBA from 𝗣𝗲𝗻𝗻 𝗦𝘁𝗮𝘁𝗲 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆. ✔ 10+ years in 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝘁𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 work with AlixPartners ✔ 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝗿𝗼𝗸𝗲𝗿 in the state of PA (RM422578) ✅ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗮𝗻𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 ✔Started real estate investing in 1999, then went to a full-time real estate professional in 2005 ✔ 𝗠𝗮𝗻𝗮𝗴𝗲𝗱 𝗼𝘃𝗲𝗿 𝟵,𝟱𝟬𝟬 𝗿𝗲𝗻𝘁𝗮𝗹 𝘂𝗻𝗶𝘁𝘀 over the last 20 years ✔ Bought, fixed up, and sold over 𝟭𝟬𝟬+ 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀 with a combined value of $50+ million ✔Built and managed a $𝟳.𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗶𝘁𝗵 𝟰𝟬+ 𝘀𝘁𝗮𝗳𝗳, 𝗰𝗼𝗹𝗹𝗲𝗰𝘁𝗲𝗱 𝗼𝘃𝗲𝗿 $𝟱𝟬+ 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝗿𝗲𝗻𝘁, 𝘀𝗶𝗴𝗻𝗲𝗱 𝟭𝟮,𝟬𝟬𝟬+ 𝗹𝗲𝗮𝘀𝗲𝘀 𝗮𝗻𝗱 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝗼𝘃𝗲𝗿 𝟭𝟬𝟬𝟬 𝗲𝘃𝗶𝗰𝘁𝗶𝗼𝗻𝘀 ✔ Author of "𝗟𝗮𝗻𝗱𝗹𝗼𝗿𝗱 𝗦𝗲𝗰𝗿𝗲𝘁𝘀," an Amazon bestselling book that is a comprehensive guide for landlords. ✅ 𝗪𝗵𝗮𝘁 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗿𝗲 𝘀𝗮𝘆𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲: ✔ Rating 5.00 (Oct 15, 2024) "𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗠𝗶𝗸𝗲 𝘄𝗮𝘀 𝗴𝗿𝗲𝗮𝘁. 𝗛𝗲 𝘁𝗼𝗼𝗸 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗺𝘆 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝘄𝗵𝗮𝘁 𝗜 𝘄𝗮𝘀 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗼𝗻 𝘁𝗶𝗺𝗲. 𝗜 𝘄𝗼𝘂𝗹𝗱 𝗵𝗶𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱 𝗠𝗶𝗸𝗲 𝘁𝗼 𝗮𝗻𝘆𝗼𝗻𝗲." ✔ Rating 5.00 (Oct 21, 2024) "𝗗𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗮𝗻𝗱 𝗮𝗰𝗰𝘂𝗿𝗮𝘁𝗲. 𝗔𝗽𝗽𝗿𝗲𝗰𝗶𝗮𝘁𝗲 𝘁𝗵𝗲 𝘁𝗵𝗼𝗿𝗼𝘂𝗴𝗵𝗻𝗲𝘀𝘀." ✔ Rating 5.00 (Oct 14, 2024) "𝗳𝗮𝘀𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗮𝘁𝘁𝗶𝘁𝘂𝗱𝗲"

Financial Projections
Cash Flow Statement
Pitch Deck
Real Estate Financial Model
Microsoft Excel
Discounted Cash Flow
Financial Consulting
Cash Flow Modeling
Financial Projection
Financial Modeling
Financial Analysis
Financial Model
Real Estate Financial Modeling
Real Estate Business Plan
Real Estate Acquisition
Property Management
$65 hourly
Markus S.
- 4.9/5
- (104 jobs)
Struggling to keep up with your real estate finances? You need a bookkeeper who understands the ins and outs of real estate investing—someone who can organize your books, track every dollar, and help you maximize cash flow. I’m Markus, a specialized real estate bookkeeper and the owner of Revamp Your Finances LLC. My team and I help real estate investors, landlords, and flippers stay on top of their numbers so they can scale their portfolios with confidence. We are Quickbooks online experts with a proven record of success. ✅ Here’s how I help real estate investors: 🔹 Accurate Books – No more messy spreadsheets or missing transactions. 🔹 Rental & Rehab Cost Tracking – Know exactly where your money is going. 🔹 Cash Flow & Profitability Reports – Understand your real returns, not just rough estimates. 🔹 Tax-Ready Financials – Keep more of your hard-earned money with clean, CPA-friendly books. 🔹 QuickBooks & AppFolio Expert – I use top accounting software designed for real estate. Whether you own single-family rentals, multifamily units, or fix-and-flips, We will help you stay profitable and make smarter financial decisions.

Financial Projections
Financial Model
Financial Variance Analysis
Financial Modeling
QuickBooks Online
Real Estate Financial Model
Financial Projection
Forecasting
Strategic Planning
Financial Analysis
Financial Accounting
$275 hourly
Jason V.
- 4.9/5
- (477 jobs)
I am a highly specialized professional in custom financial modeling, leveraging the power of Excel and Google Sheets to deliver exceptional results. With over a decade of experience in financial planning and analysis, I have successfully catered to the needs of both large corporations and small businesses. My expertise lies in two prominent sectors: Software-as-a-Service (SaaS) and Real Estate. Throughout the past eight years, I have honed my skills in these industries, developing cutting-edge techniques such as cohort modeling to provide highly effective solutions. In the realm of real estate, I excel at constructing pro forma forecasting templates that encompass a wide range of joint venture waterfall structures. These include intricate elements such as IRR hurdles, general preferred return, preferred equity, and unique contractual agreements. I love all things CRE modeling. Within the SaaS domain, I specialize in crafting comprehensive 3-, 5-, and 10-year forecasting models. These models incorporate meticulous bottom-up assumptions to analyze subscription pricing strategies, contract lengths, retention rates, fixed and variable costs, CAC/LTV (Customer Acquisition Cost/Lifetime Value) outputs, and integrated 3-statement financial models. Regardless of the industry, I am eager to tackle any financial modeling assignment. My experience spans diverse sectors, encompassing everything from car washes and laundromats to product-as-a-service systems, construction companies, and everything in between. I work weekends and all hours.

Financial Projections
Underwriting
Accounting
Financial Analysis
Financial Planning
Financial Analysis & Valuation
Business Planning & Strategy
Financial Projection
Pro Forma Statement
Joint Venture
SaaS
Google Sheets Automation
Real Estate
Real Estate Financial Modeling
Financial Modeling
Microsoft Excel
$150 hourly
Stephen C.
- 5.0/5
- (156 jobs)
Howdy! I am a seasoned commercial real estate advisor specializing in contract creation/negotiation and investment analysis that also loves helping businesses grow and develop new strategies from a high-level technical standpoint, whether it's product development or financial strategy. I'm looking forward to hearing what your goals are and assisting you in your project. —$1B+ in real estate asset underwriting and due diligence —Real estate tech co founder x2 (data science and valuation) —10 years in real estate development, management, legal & financial advisory —7 years web product development and deployment —4 years blockchain governance and innovation

Financial Projections
Real Estate Appraisal
Contract Drafting
Real Estate Law
Contract Law
Financial Analysis
Commercial Lease
Financial Projection
Real Estate Financial Modeling
Blockchain
Startup Consulting
Financial Modeling
Cardano
Real Estate Investment Assistance
Legal Agreement
Real Estate
$150 hourly
William R.
- 4.8/5
- (30 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 Projections
Financial Modeling
Financial Planning
Mergers & Acquisitions
Financial Analysis
Xero
Budget Management
Microsoft Excel
Accounting
Financial Projection
Intuit QuickBooks
$95 hourly
Haven C.
- 4.3/5
- (23 jobs)
I deliver sophisticated financial models and automated Excel solutions that have helped 100+ clients make data-driven decisions and streamline their operations. Expert in Excel, financial dashboard development, and automated reporting solutions. I have vast experience across a variety of business types including Private Equity, Banking, Real Estate, Fintech, and manufacturing to name a few. Specialized Skills: - Excel VBA/Macros - Financial Valuation Models - DCF Analysis - Private Equity Modeling - Real Estate Financial Analysis - Power BI/Data Visualization - Python/SQL I have successfully completed projects ranging from private equity valuations to real estate financial analysis, consistently earning 5-star reviews. I can teach you and your team Excel. After each lesson you will have skills that can be applied right away and make your workflow more efficient. I am confident that I can produce quality work for your firm/business/investment that is informative, mechanically streamlined, and aesthetically pleasing. I am passionate about what I do and love taking on new challenges.

Financial Projections
Executive Summary
Data Analysis
Investment Banking
Business Strategy
Operations Analytics
Real Estate Investment Assistance
Financial Projection
Business Plan
Financial Analysis
Company Valuation
Forecasting
Microsoft Excel
$20 hourly
Scherita V.
- 5.0/5
- (21 jobs)
𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝘀𝗲𝗿𝘃𝗲𝘀 𝗮 𝗪𝗶𝗻𝗻𝗶𝗻𝗴 𝗣𝗹𝗮𝗻 & 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗥𝗲𝗮𝗱𝘆 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸 – 𝗟𝗲𝘁’𝘀 𝗠𝗮𝗸𝗲 𝗜𝘁 𝗛𝗮𝗽𝗽𝗲𝗻! Hi, I’m Scherita Vaughn 👋🏾, a business strategist, financial consultant, and pitch deck specialist 📊 with over a decade of experience crafting customized business plans and investor-ready pitch decks 🎯 that help entrepreneurs secure funding 💰 and scale successfully 🚀. Why a Business Plan & Pitch Deck Matter A solid business plan and a compelling pitch deck are the foundation of every thriving business 🏗️. Whether you’re seeking funding from investors 💼, banks 🏦, venture capital firms 📈, grants 🎓, or SBA loans 🏛️, I provide: ✅ Comprehensive, investor-focused business plans 📄 ✅ Visually stunning pitch decks 🎨 ✅ Market research & financial forecasting 📊 ✅ Clear strategies that set you apart from competitors 🏆 Why Choose Me? 🔥 Proven Results: I’ve helped clients raise over $5 million 💰 through grants, loans, and private funding. 🌍 Global Expertise: My business plans & pitch decks have been approved by UK & US governments for funding & grant applications. 📈 Experience That Matters: 400+ business plans & pitch decks created for 200+ startups across multiple industries. 🎯 Investor-Focused Strategy: I conduct in-depth market research, competitive analysis, & financial forecasting to develop a clear and compelling roadmap for your business. 🤝 After-Sale Support: Your satisfaction is my priority—I work with you until your plan and pitch deck are perfect ✅. Industries I Have Assisted 💻 SaaS & Tech 💳 FinTech 🪙 Cryptocurrency 👗 Fashion & Apparel 🍽️ Restaurants & Food Trucks 🏨 Hospitality & Real Estate 🏭 Manufacturing 🛍️ Retail & E-Commerce 🏥 Healthcare & Insurance 🛠️ Service-Based Startups ❤️ Nonprofits & Social Enterprises 🚚 Trucking & Transportation 🌱 Cannabis & Agriculture Even if your industry isn’t listed, chances are I’ve developed a business plan or pitch deck for it! What’s Included in Your Business Plan & Pitch Deck? 📌 Investor-Ready Business Plan 📑 Executive Summary – A concise overview that grabs investor attention 🎯 🏢 Company Overview – Your business model, structure, and mission 📊 Market & Industry Analysis – Data-driven insights into trends and competition 📣 Marketing & Go-to-Market Strategy – Positioning your business for success 📈 Financial Projections – 3-5 years of revenue forecasts, valuation & break-even analysis 🏆 Competitive Edge & SWOT Analysis – Showcasing your strengths 📉 Charts, Graphs, & Visuals – Professionally formatted financial data 🎨 Pitch Deck Design & Strategy 💡 Clear, concise slides that tell a compelling story 🎨 Visually appealing design optimized for investors & stakeholders 📊 Market insights & competitive positioning presented in a data-driven, engaging format 📈 Financial projections & key metrics that highlight growth potential 📖 Strategic storytelling to ensure your vision is persuasive and memorable 📂 Your business plan & pitch deck will be delivered in PDF, Word, and PowerPoint formats ✨—complete with professional visuals, financial spreadsheets, and an easy-to-understand data presentation. What My Clients Say 💬 ⭐️⭐️⭐️⭐️⭐️ "Scherita masterfully transformed our vision into a polished, investor-ready pitch deck and business plan. Her ability to distill complex financial concepts into a clear, persuasive narrative was impressive. With keen strategic insight and meticulous attention to detail, she delivered a presentation that truly stands out. Highly recommended for any startup looking to captivate investors!" ⭐️⭐️⭐️⭐️⭐️ "Scherita did an amazing job. I couldn’t have asked for a better presentation. Very punctual, knowledgeable, and provided a solid product." ⭐️⭐️⭐️⭐️⭐️ "Scherita’s storytelling and branding expertise brought our vision to life, ensuring that our market research, competitive analysis, and financial projections were presented in an engaging and polished format. Her attention to detail, creative eye for design, and proficiency in PowerPoint and Canva made the entire process seamless." Let’s Build Your Success Together! 🚀 I know exactly what investors, banks, and SBA lenders want to see in a winning business plan and pitch deck 🎯. 📩 Contact me today to discuss your business goals and how I can help! 🔹 Quick response & comprehensive communication guaranteed! 🔹 Click the “Invite to Job” button and send me a personalized note about your business needs. 💡 Let’s make your vision a reality! ✨

Financial Projections
Market Research
Marketing Strategy
Executive Summary
Pitch Deck
Small Business Administration
Startup Pitchbook
Proposal Writing
Grant Application
Grant Proposal
Grant
Business Proposal Writing
Financial Projection
Business Plan
$10 hourly
Nicole W.
- 5.0/5
- (5 jobs)
I have successfully delivered financial modeling, investment research, and data-driven insights for portfolios exceeding $100M in assets, working with Fortune 500 companies, hedge funds, and investment firms. My expertise spans business intelligence, automation, and financial strategy, helping organizations make informed decisions and optimize profitability. Key Achievements & Projects: ✔️ Managed & analyzed portfolios worth $100M+, driving high-yield investment decisions. ✔️ Developed interactive Power BI dashboards, improving financial reporting and performance tracking. ✔️ Automated financial data pipelines, reducing manual workload by 60%. ✔️ Optimized forecasting models with DAX & SQL, improving accuracy by 30%. ✔️ Designed API-integrated data solutions, streamlining cross-platform reporting. ✔️ Published market analysis reports in USA Today, covering equities, forex, and macroeconomic trends. ✔️ Implemented risk management strategies, cutting portfolio risks by 30% for an investment firm. ✔️ Enhanced capital allocation strategies, increasing investment efficiency by 20%. My Expertise Includes: ✅ Investment Research & Market Analysis – Data-backed valuation models, asset allocation, and risk mitigation. ✅ Financial Modeling & Forecasting – Advanced Excel & DAX models for budgeting, M&A, and predictive analytics. ✅ Data Analytics & Business Intelligence – Power BI, SQL, Python, R, and automation tools to transform raw data into insights. ✅ Automation & API Integrations – Power Automate, SharePoint, Dataverse, and cross-platform reporting. ✅ Risk Management & Strategy – Proven risk mitigation techniques reducing portfolio risks. How I Work: 🔍 Project Understanding – Define objectives, scope, and deliverables. 📊 Data-Driven Solutions – Provide actionable insights through analytics and visualization. ⏳ Execution & Delivery – Ensure timely, high-quality results with transparent communication. 📩 Let’s collaborate to drive data-powered financial success—message me today! 🚀

Financial Projections
Financial Reporting
Microsoft Excel
Chartered Financial Analyst
Account Reconciliation
Accounts Payable
Financial Projection
Virtual Assistance
Data Analysis
Bookkeeping
Statistics
IBM SPSS
Financial Analysis
Finance
Accounting
$20 hourly
Anthony N.
- 5.0/5
- (2 jobs)
As an experienced business strategist and financial consultant, I specialize in crafting tailored solutions that drive business growth, secure funding, and enhance market positioning. With a solid foundation in Business Plan Writing, Pitch Deck Creation, Market Research, TAMSAMSOM Analysis, and Financial Analysis, I provide comprehensive services that support startups, growing companies, and established businesses at every stage of their development. Business Plan Writing I create detailed, results-oriented business plans that are designed to impress investors, secure funding, and map out a clear path for growth. Each plan is customized to your specific needs, detailing the business model, market opportunity, marketing strategies, and financial forecasts to ensure that all stakeholders have a clear understanding of your vision and its potential. Pitch Decks I specialize in designing pitch decks that communicate your business's value proposition effectively and persuasively. My pitch decks are built with the purpose of engaging investors, telling your business story in a compelling way, and highlighting the key metrics that demonstrate your company's potential for success. Market Research A deep understanding of your market is key to making informed decisions. I conduct comprehensive market research to help you identify your target audience, analyze industry trends, study competitor dynamics, and spot emerging opportunities. By leveraging both qualitative and quantitative research methods, I provide actionable insights that help you make strategic, data-backed decisions. TAMSAMSOM Analysis I utilize the TAMSAMSOM framework to help you define your Total Available Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM). This helps businesses understand their market size, potential for growth, and the realistic portion of the market they can capture, guiding you to focus on the most profitable opportunities and ensuring your strategy is aligned with market realities. Financial Analysis My Financial Analysis services go beyond simple number crunching. I offer comprehensive financial modeling, budgeting, and forecasting to ensure that your business is on the right track to profitability. I also help with valuation analysis, profitability assessments, and identifying cost-saving opportunities. Whether you’re preparing for investment rounds, improving operational efficiency, or creating long-term financial strategies, I provide the insights you need to make informed financial decisions. Why Work With Me? With a strong track record of helping businesses across various industries build and execute effective strategies, I bring a deep understanding of the challenges and opportunities businesses face. My goal is to provide you with the tools and insights necessary to achieve your goals and grow your business sustainably. Whether you are looking to secure investor funding, refine your business strategy, or optimize your financial processes, I am here to guide you every step of the way. Let’s work together to turn your vision into reality and position your business for success!

Financial Projections
Financial Analysis
PowerPoint Presentation
Feasibility Study
Business Plan
Sage 50 Accounting
QuickBooks Online
Microsoft Excel
Canva
Presentation Slide
Financial Modeling
Real Estate Business Plan
Market Research
Pitch Deck
Financial Projection
Business Plan Writing
$100 hourly
Wesley K.
- 5.0/5
- (4 jobs)
Hi there! I am a financial analyst for small businesses with 6+ years of combined experience in finance and accounting at Citi and recently-IPO'ed tech startup, Vroom. I am a freelancer who enjoys working with small to mid-sized businesses and help with their financial modeling, P+L/cash flow management, financial budgeting and forecasting, and accounting. I have also founded a CPG e-commerce business, so I understand the in's and out's of small business finance and accounting. With first-hand experience, I can help with bookkeeping, inventory management, and payroll. I can conduct cost-benefit analyses, return on investment (ROI), financial modeling/planning, data clean-up/optimization, and general business consulting using dynamic Excel models. With a business mindset, I can create models and generate financial reports that paint an overall picture of your business health. I am open to roles as ongoing retainers, as an integrated CFO, or on a project basis like bookkeeping! I'm passionate about being a team member that brings value to busy entrepreneurs and their businesses. I have 6+ years of experience in finance, e-commerce, accounting, startups, marketing analytics and have worked with clients in consumer product goods, tech, retail, fashion, and more. My services include: - Excel Modeling & Data Entry - Finance and Data Reporting - Financial Analysis - Financial Projections - Profit and Loss Management - Budgeting - Marketing Analysis - Bookkeeping (Quickbooks) - Business: LLCs, Corps, Contractors

Financial Projections
Forecasting
Financial Planning
Business Modeling
Financial Modeling
QuickBooks Online
Financial Analysis
VLOOKUP
Financial Projection
Microsoft Excel
Intuit QuickBooks
$100 hourly
Nas Z.
- 5.0/5
- (7 jobs)
Want to turn your startup dream into a $125 million reality? That's the kind of impact I deliver. With a track record of crafting 150+ winning business plans, financial forecasts, and pitch presentations, I've directly facilitated over $125 million in VC capital and powered 50+ successful VC investments. I don't just write plans; I engineer funding. Here's how I can help you achieve similar results: For over 25 years, I've been the architect behind successful startups and established businesses, specializing in: Strategic Planning: Crafting comprehensive business plans, startup plans, feasibility studies, and investor pitch decks. Financial Mastery: Developing precise financial projections, pricing models, and strategies for sustainable growth. Market Penetration: Designing effective marketing and sales strategies, and crafting compelling product/service specifications. Fundraising Expertise: Building VC-ready pitch decks and coaching founders through the capital-raising process. Operational Excellence: Enhancing and automating corporate business processes, and providing crucial IT-related legal documents. Talent Acquisition: Writing effective job descriptions and assisting with candidate interviews. My Expertise Spans Diverse Industries: With an MBA and deep knowledge in Startups, SaaS, FinTech, Insurtech, Blockchain, Artificial Intelligence, Retail, and Real Estate Investment, I understand the nuances of your industry. Proven Success Stories: Transformed a struggling fast-food chain, boosting income by 125% and eliminating losses. Revitalized an IT services business in Atlanta, turning monthly losses into consistent profits. Founded and scaled Digital Analytica Inc., a global IT services company. As Founder and CEO of a Silicon Valley software company, secured major deals with Fortune 500 giants. Why Choose Me? *Silicon Valley startup veteran with a proven track record. *Trusted advisor to established corporations, including The Phillips Group. *Expert in creating high-impact analysis reports for Fortune 500 companies. *Recognized thought leader, serving as a judge for the InsureTech Innovation Rewards and a speaker at global events like Seamless. *MBA graduate with a focus on global business strategies. I will work with you "hand in hand" to develop your business strategies and write plans that provide positive results. My Core Services: *Service and product market assessment *Service and product pricing plan *Business Feasibility study *Business Plan *Marketing Strategy *Sales strategy *Business expansion strategy. *Financial forecasting *VC “Venture Capital” Pitch deck (based on a well-developed plan) *Branding ideas (Plus digital art / logo) *Value proposition *Vision & mission statements *Enhance your corporate business processes *Automate your corporate business processes *Provide IT related NDA and Non-Compete contracts (Plus more). *Write Job descriptions and help interview candidates *Feasibility study *Coach founders and management teams *Raising capital Let's collaborate to transform your vision into a funded, thriving business.

Financial Projections
Financial Planning
Financial Projection
Pitch Deck
Sales Strategy
Business Coaching
Management Consulting
Business Plan
Corporate Strategy
Business Writing
Brand Consulting
Startup Consulting
Financial Modeling
Business Modeling
Marketing Strategy
$75 hourly
Jason S.
- 5.0/5
- (3 jobs)
With 15 years of experience as an operator and financial strategist, I've leveraged my hands on experience overseeing diversified portfolios with holdings in real estate, technology, infrastructure, agriculture, and energy. My comprehensive international experience extends to successful investments in Northern Europe and Switzerland, with additional financial consulting engagements in the Baltics and Rwanda. In my dual role as an operator and financial director, I've implemented cross functional management systems, designed value creation strategies, and driven two successful exits. With a passion for education and working with leadership, I've built transferrable processes, models, and skillsets adopted by both early stage start up founders as well as seasoned c-suite teams.

Financial Projections
Business Consulting
Corporate Strategy
Sales Presentation
Marketing Presentation
Business Operations
Financial Projection
Operational Plan
Strategic Planning
Due Diligence
Executive Coaching
Financial Analysis & Valuation
Investment Preparation
Financial Modeling
Business Proposal Writing
Business Valuation
Business Plan
$80 hourly
Andres B.
- 4.9/5
- (20 jobs)
(Total hours worked only shows hourly contracts, not hours dedicated in projects. Value/hour is discounted price) Business consultant and project finance expert., with over 20 years experience with startups and small businesses in an array of industries. Worked in consulting for Accenture and other multinational companies and startups. Focus areas: Small and Medium Enterprises & Start-ups in diverse industries. Project Finance: Strategically and operationally experienced project finance expert. I can assist you in linking strategy with operations and project finance. STRATEGY CONSULTANT: Strategic brainstorming & planning, product strategy, business model, financial modeling, company building, establishing objectives & key results (OKRs), and board of directors. FINANCIAL MODELLING: Every good strategy needs a sound financial model and forecast. I can deliver financial models that are scenario based and with dashboards for revenue, analysis, ROI, IRR, risk. I can assist you with planning, forecasting, and doing operating budgets, CAPEX, acquisition analysis, and pro formas. BRIEF BACKGROUND: Bachelor's degree in Business. Extensive experience with new business ventures, both as an employee and as an entrepreneur. Whether you are starting a business, planning on expanding to new lines of business, or need someone in the day-to-day operation, I have the necessary skillet and business acumen to accompany you throughout the process. Upwork rate is discounted, given lower rates generally offered in Upwork. Thank you.

Financial Projections
Business Cases
Startup Consulting
Business Consulting
Financial Projection
Financial Management
Business Management
Financial Modeling
Financial Planning
Cash Flow Modeling
Business Plan
Process Design
$40 hourly
Arslan A.
- 4.6/5
- (64 jobs)
Welcome to My Profile! 😊 I'm thrilled you're here. I am a ✔️𝑪𝒆𝒓𝒕𝒊𝒇𝒊𝒆𝒅 𝑼𝑺 𝗔𝒄𝒄𝒐𝒖𝒏𝒕𝒂𝒏𝒕 with a Proven Track Record with ✔️𝟯𝟬𝟬+ global clients and a ✔️QuickBooks Online/Desktop Cleanup Expert with over 10 years of experience in bookkeeping, accounting, and financial management. I have partnered with businesses across many industries—𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞, 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞, 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐍𝐨𝐧𝐩𝐫𝐨𝐟𝐢𝐭𝐬, 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐑𝐞𝐭𝐚𝐢𝐥, 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠, 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲, 𝐋𝐨𝐠𝐢𝐬𝐭𝐢𝐜𝐬, 𝐇𝐨𝐬𝐩𝐢𝐭𝐚𝐥𝐢𝐭𝐲, 𝐚𝐧𝐝 𝐦𝐨𝐫𝐞—to deliver accurate, timely, and compliant financial solutions tailored to their unique needs. ✅𝗠𝘆 𝗣𝗿𝗲𝗺𝗶𝗲𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗜𝗻𝗰𝗹𝘂𝗱𝗲: ✔️ QuickBooks Online CleanUp & CatchUp ✔️ Accurate Bookkeeping (Income/Expense Tracking) ✔️ Bank and Credit Card Reconciliation ✔️ Invoice Management and AP/AR Oversight ✔️ Payroll Processing (Setup, Management, Compliance) ✔️ Preparation of Profit & Loss Statements, Balance Sheets, and Cash Flow Reports ✔️ Budgeting and Forecasting for Strategic Decision-Making ✔️ Dynamic Financial Reporting (GAAP/IFRS Standards) ✔️ Conducting Financial Analysis, Projections, and Modeling ✔️ Business Process Optimization for Maximum Efficiency ✅𝗜'𝗺 𝗣𝗿𝗼𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲: ✔️ QuickBooks Online & Desktop | ✔️ Xero | ✔️ Wave | ✔️ Odoo Accounting | ✔️ Netsuite |✔️ Bill.com | ✔️ Buildium | ✔️ Zoho Books | ✔️ FreshBooks | ✔️ Excel | ✔️ Google Sheets 🎓 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗖𝗿𝗲𝗱𝗲𝗻𝘁𝗶𝗮𝗹𝘀: ✔Chartered Accountancy (CA) - Institute of Chartered Accountants of Pakistan ✔Bachelor's Degree - Equivalency Certificate for the USA (NASBA, Montana) ✅𝗪𝗵𝘆 𝗖𝗵𝗼𝗼𝘀𝗲 𝗠𝗲? - Unparalleled Expertise in Accounting and Finance Management - Extensive US-based Client Experience with IRS Regulations Mastery - A Commitment to Quality, Compliance, and On-Time Delivery - Proficient in Team Leadership, Project Management, and Client Collaboration Let's Collaborate! Reach out today to explore how I can contribute to your financial and business triumphs. Together, we'll turn your goals into achievements!

Financial Projections
Accounting Software
Tax Preparation
Financial Analysis
Accounts Receivable
Payroll Accounting
Accounts Payable
Business Plan
Financial Modeling
Financial Projection
Accounting Basics
Bank Reconciliation
Finance & Accounting
Accounting
Intuit QuickBooks
Bookkeeping
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