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Clients rate Fractional CFO
Rating is 4.8 out of 5.
4.8/5
based on 6,417 client reviews
  • $175 hourly

    • 5.0/5
    • (298 jobs)
    Hi! Upwork uses my first name, Royce, but I go by Aaron (my middle name). I am a quantitative /systematic trader that also helps others with all things related to running algorithmic trading systems. This includes tasks such as system modeling/backtesting, data collection/storing, signal processing based on technical indicators, portfolio and position risk management, etc. I am a skilled programmer that writes well documented and organized code that is easy to follow and build upon. But I provide even more value with my trading knowledge and experience. I've contributed to hundreds of successful projects to date, and look forward to taking on many more. Some of my specialties includes using QuantConnect (where I am a recommended consultant), Interactive Brokers API integration, and TradingView. My past and current clients include investment/financial advisors, portfolio managers, CTAs, and professional traders. I also work with individuals that are just getting started in trading. Check out the testimonal below to see what an active client who manages around 150M+ AUM had to say about working with me. If you are interested in learning how to write algorithms for QuantConnect, I've created a training course of 22 different algorithms that I explain in 27 videos, almost 17.5 hours of instruction. Message me if you are interested, and I can send you more information.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Trading Strategy
    Trading Automation
    Financial Trading
    Derivatives Trading
    Quantitative Finance
    Quantitative Analysis
    Project Risk Management
    Forex Trading
    Quantitative Research
    Algorithm Development
    Python
    Cryptocurrency
    Investment Research
    Financial Analysis
    Financial Modeling
  • $95 hourly

    • 4.8/5
    • (23 jobs)
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Financial Modeling
    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Pro Forma Statement
    Financial Projection
    Startup Consulting
    Construction
    Cash Flow Modeling
    Financial Analysis
    Accounting
    Cash Flow Analysis
    Financial Accounting
    Business Planning & Strategy
  • $20 hourly

    • 4.8/5
    • (69 jobs)
    I am a Qualified Chartered Accountant along with bachelor degree in Business administration with post qualification experience of 8 years in Bookkeeping, Accounting, Excel Functionalities, Data Analysis, Financial Modeling, Crypto Accounting, Budgeting and Projections, Tax Returns and Research, Audit and Company secretarial Services. I possess excellent computer skills that include but not limited to QuickBooks, Xero, Wave Accounting, MYOB administration, G Suite, Microsoft Office Applications (i.e Microsoft Word, Microsoft Excel etc), Data Analysis and projection of trends. For the crypto accounting I have excellent practical experience working on cointracking.info, cointracker.io and koinly In addition to that, I hold certification in QuickBooks pro advisor and Xero certified advisor. I am well versed with bill.com and Expensify, which are cloud-based software that automates back-office financial operations for small and mid-sized businesses Further, currently, I am running my own accounting firm wherein I Provide Accounting and Auditing services to 60+ E-Commerce, Real Estate, Start-Ups, Health care, Manufacturers, Wholesalers and Stockiest Clients. I also worked for a well known chartered accountant firm for 4 Years. The exposure of working for 4 years in a well known chartered accountant firm plus working in my own firm made me skilled adapting to new Situations, People, Culture, Scenario, Constantly changing business environment and government policies. With skillset I Possess, I aim to provide you with excellent outsourcing services, which will help you to improve efficiencies, reduce cost, take accurate business decisions in business planning and meeting deadlines. Treat Upwork as a free consultation, Get to know me, feel free to ask the questions and how I can help your business. I Look forward to speaking with you to see how we can assist each other to reach our business and life goals
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Cryptocurrency
    Business Plan
    Startup Consulting
    Management Consulting
    Financial Modeling
    CPA
    Data Analysis
    Microsoft Excel PowerPivot
    Xero
    Intuit QuickBooks
    Bookkeeping
    Internal Control
    Account Reconciliation
  • $90 hourly

    • 5.0/5
    • (131 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
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    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
  • $135 hourly

    • 5.0/5
    • (205 jobs)
    I am a former Finance Manager (14 Years) who has created P&L Models for Fortune 500 and start-up companies, forecasted sales for GSK Consumer more accurately than the Walmart dedicated sales team, and analyzed cost variances on over $300M in annual purchases..Created forecast models for one of the world's largest nonprofits to help make informed decisions. I am also an Excel Macro Guru (VBA & TypeScript) (20+ years). I love data analysis I have a passion for making things "just work" whether it is beautiful executive dashboards or automating time-consuming/error-prone processes. - A business and finance manager/analyst that can program - hard to find someone that does both sides exceptionally. I build Executive Dashboards so CEOs can quickly understand and can automate the entire data stream. - Expert in automating QuickBooks output to Excel Pivot Tables and Dashboards - Dashboards, Scorecards, and Executive Summaries - Automation: Using VBA macros, Power Query, Pivot Tables, and advanced lookups/formulas - Simplifying Advanced calculations and Pivot Tables. - Nielsen reporting and analysis (GPG/OTC/Consumer Healthcare/Seafood/Meat/Snacks & More) - Financial Reporting/analysis. - Processing, manipulating, and analyzing large sets of data. - Breaking/Removing passwords on sheets - Any password, Any version of Excel. - Formatting: Making things look good while guiding the user to the important data points. - Optimizing files for size and speed - Taking files from 5 Minutes to under 1 second calc time. - Using the simplest solution possible - make it faster, easier to understand, and easier to modify if needed. - Almost anything else: If you can dream it, I can do it. Recently quoted in Forbes Magazine in an article on Akkio’s Conversational AI. Excel Certifications (LinkedIn) · Cert Prep: Excel Microsoft Office Expert (77-728) · Cert Prep: Excel Microsoft Office Specialist (77-727) · Master Excel · Excel Power Query Get Transform · Excel: Advanced Formulas and Functions · Excel: Advanced Formatting Techniques · Excel: Managing and Analyzing Data · Excel: Pivot Tables in Depth · Creating Interactive Dashboards in Excel · Excel Business Intelligence: Power Query · Excel Business Intelligence: Data Modeling 101 · Excel Business Intelligence: Power Pivot and DAX Past projects include: Automation: I have programmed Access and Excel applications and automated many processes: - Pulling Nielsen NITRO data through Excel can take a long time; open files, refresh data, save, close, repeat. I wrote a VBA macro for running entire directories - push 1 button, and you can literally walk away - dozens (or even hundreds) of reports update to the latest data with no intervention. - I wrote a UPC utility in VBA for adding/stripping UPC digits that is in use over a decade later at a $37B drug company - One morning, I was given the task of comparing 12 sets of sheets from 2 separate sources, the person that used to do it took 3 days spot-checking the files, by hand. Before lunch, I had written, tested, and debugged VBA code that compares any 2 Excel sheets and had compared every single cell, on all 12 sets, for any differences - color-coded by how large the variance. Models/Analysis: I have created dozens of financial models in Excel, examples include: - The full P&L forecasting model that has been used by Star-Kist since 2008 ($900M+ in sales) - 152 Sheets, 3.7M formulas, Calculates in 15 seconds - Building from bottom-up and allocating OH costs down to the SKU and Channel for every P&L line item. - Fish cost forecasting model that takes projected fish costs and forecasts amortization down to finished goods SKU level by month. - Build/Burn analysis model that takes all products shipped vs Nielsen and retailer POS to project inventory movement by customer. - Weekly retail (POS) consumption application and analytical tools that consolidated Nielsen Data, Wal-mart (when Wal-mart was not reporting into Nielsen) Club, C-Store, Dollar store, etc, and gave a 98%+ complete view of all consumption. Formatting Charts and Data: I have created scorecards and dashboards that not only look nice but convey important information in the most understandable way. For example, New Item Scorecards that are color-coordinated with the products - Blue Themed for Wild Planet Tuna, Green/Black themed for Wild Selections Tuna, so users can quickly find the correct report in a stack of dozens of reports and each chart in the report is displayed in the best format for that data. Optimizing: I also optimize Excel files for speed and size and have taken files in the 5MB range and reduced to 0.5MB range with no loss of data or functionality, and have optimized files that take over 5 minutes to calculate and reduced that to under 1 second with no loss of data or functionality. I use proprietary software to test calculation speeds (formulas and VBA) to make sure your workbooks run as fast as possible.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Data Analysis
    Automation
    Spreadsheet Software
    Business Consulting
    Dashboard
    Macro Programming
    Visual Basic for Applications
    Microsoft Excel
    Spreadsheet Automation
    Financial Analysis
    KPI Metric Development
    Analytics
    Financial Modeling
    Business Analysis
    Financial Reporting
  • $175 hourly

    • 4.9/5
    • (47 jobs)
    Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Financial Modeling
    Financial Writing
    Budget Management
  • $50 hourly

    • 5.0/5
    • (6 jobs)
    Consumer internet and CPG finance executive with Financial Planning and Analysis (FP&A) core experience and cross-functional experience in Analytics, e-commerce, Business Development and Corporate Development.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    eCommerce
    Budget Management
    Intuit QuickBooks
    Google Analytics
    Financial Analysis
    Financial Accounting
    Financial Planning
    Financial Modeling
    Data Analysis
    Management Accounting
    Microsoft Excel
  • $125 hourly

    • 4.9/5
    • (63 jobs)
    -MBA with a decade of finance and data analytics -Discounted Cash Flow (DCF) Modeling -Financial modeling and reporting in Excel -Pro Forma, market analysis, investments I am a seasoned professional in finance. My work is based in model building and data analytics with emphasis on Discounted Cash Flows for venture investments. I have worked with 50+ companies to build out financial statements, understand operations and utilize many valuation techniques to present to investors. Thank you for taking a look at my profile and please let me know if there is something I can help you with. Thank you, Jami Segoria, MBA
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Excel VBA
    Data Analysis
    Corporate Finance
    Data Modeling
    Portfolio Performance Modeling
    Financial Forecasting
    Financial Modeling
    Financial Reporting
    Financial Analysis
    Microsoft Excel
  • $169 hourly

    • 5.0/5
    • (18 jobs)
    CFA (Chartered Financial Analyst) charter holder with a knack for financial modeling and data science. I specialize in developing highly customized and automated financial and data models and systems. My recent experience has been concentrated in real estate investments, but I have also worked with businesses and on investments across a wide range of industries. I can help you... - Create a new set of financial models for your business or enterprise. - Develop an underwriting model for your recurring projects. - Design a system to collect, model, and analyze data generated from your investments and day-to-day operations. - Generate internal systems to cut down on unnecessary recurring software expenses. - Automate administrative processes to enhance your operational efficiency. - Identify and solve your operational inefficiencies. - Create value-add by evaluating what you may currently consider to be useless data. Let me build you models and systems that are… - Automated and user-friendly. - Fully customizable to reflect project variation and future changes to your business or investment. - Able to reflect a wide range of scenarios and cases. - Highly detailed to allow you to “dig in” and collapsible to allow you to focus on the big picture. - Complete with a fully customizable set of exports for internal use or external distribution. - Designed to be easily updated when individual inputs or your entire business model changes.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Real Estate Financial Modeling
    VBA
    Real Estate Acquisition
    Microsoft Excel
    MS Excel
    Business Consulting
    Business Analysis
    Systems Modeling
    Systems Development
    Data Center Design
    Data Analysis
    Financial Forecasting
    Financial Modeling
    Financial Analysis
    Investment Strategy
  • $200 hourly

    • 4.8/5
    • (156 jobs)
    "The difference between ordinary and extraordinary is that little extra." My past clients include PhDs, CEOs, Company Founders, and otherwise those at the top of their respective fields. My primary goal is to bring your ideas to life in Excel while demonstrating the promptness and respect you deserve. To provide both the technical knowledge to complete a project and the ability to explain it in simple terms is what I have done best for over 6 years. During a project, I act as the sole point of contact. My corporate background includes J.P. Morgan Chase & Co. (analyst), BlackRock Inc. (analyst and developer), and Wells Fargo & Company (analyst). My education includes a Bachelor’s in Finance from the University of Delaware. Most of my projects involve automating reporting processes and creating dashboards (single pages of charts and stats that are helpful to the client). During a contract, feel free to suggest any design preferences, such as adding specific colors or a company logo. After your project is complete, I am always available to contact for any minor updates or full-featured new projects. I am also open to giving advice if you have any questions of how to handle your data going forward, or if you are looking for a quick answer that a Google search is not getting you. I place a high emphasis on communication and will take the time to be sure that you are content with all aspects of a project before closing. When necessary, I have also created tutorials (either written or with video) on using your new workbook. These steps will always be easy-to-digest and succinct. Feel free to ask any questions regarding my experience and how I can help. Below are some reviews from previous projects: "Working with Daniel was one of the best experiences I've ever had with a program developer. 5 other freelancers gave up on this job and Daniel put in the work to understand what I've had problems articulating. His intuitiveness and patience when it comes to extracting abstract ideas and translating it into programming is both admirable second to none. He went above and beyond and I am eternally thankful for his skill and intelligence." "Daniel, once again, did not fail to deliver excellent quality, in a satisfactory amount of time, for a very reasonable price. Most places or people you can request two of those qualities (Good Quality, Good price, fast time), but with Daniel the standard is all three every time. Highest marks of recommendation for Daniel!" "I came into this somewhat jaded as a short lived freelancer ghosted me on this project (they got in over their head and couldn't deliver) and was a bit weary of trying this again. But Daniel had clear intentions, great communication, and was a pro from the beginning. Once we discussed the project and hammered out the details, he was off! In a matter of a day or two he had the work 75% done, with the project being completed in under a few days! I couldn't have asked for a better product, it works perfectly and does exactly what I needed it to do. Amazing guy, and amazing work. HIRE HIM IMMEDIATELY!"
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Spreadsheet Software
    Macro Programming
    Data Visualization
    Dashboard
    Microsoft Excel
    Data Analysis
    Financial Modeling
    Automation
    Templates
  • $200 hourly

    • 5.0/5
    • (36 jobs)
    I am a real estate expert with experience in both residential and commercial real estate investment, development, and brokerage services. I have worked on residential to commercial transactions across a variety of sizes and markets. With my background in financial underwriting and my keen eye for design, I specialize in creating models and presentations that are accurate, intuitive to use, and beautifully designed. MY EXPERIENCE & CREDENTIALS Investment & Development ✅5+ years of experience working as an analyst in commercial real estate. ✅Experience with acquisition and development underwriting, due diligence, other financial modeling (e.g. property management & capital needs projection), and debt/equity financing. ✅Familiarity with hospitality, office/MOB, multifamily, retail, and industrial underwriting. Brokerage & Property Management ✅2+ years of working directly with commercial brokers to conduct acquisition due diligence, financial underwriting, buy/lease analysis, and hold/sell analysis. ✅Independently provided marketing and consulting services to residential brokers. ✅Performed property management and administrative duties for residential and small office tenants. Education & Other ✅I've attended UC Berkeley, the London School of Economics, and the University of Oxford. ✅I hold a B.A. in Economics and a minor in City Planning with a 3.74 / 4.00 GPA. ✅I am passionate about real estate investing and bought my first rental property at 23. ✅I was mentored through Urban Land Institute's Youth Leadership Group in Los Angeles. HOW I CAN HELP Financial Modeling (Excel) ✅Back of the napkin analysis ✅Development budget & construction spending timeline ✅Capital stack ✅Operating pro forma (various levels of detail) ✅Return metrics (cash on cash, IRR, equity multiple) ✅IRR & cash flow promote ✅Buy vs lease & sell vs hold analysis 💡I can also build any custom model or template as needed. If you know what you want to achieve, I can find a way to make it happen. Financing Packages & Marketing Presentations (PowerPoint) ✅Debt & equity financing packages ✅Marketing templates (flyers, packages, etc.) ✅Market trend reports ✅Listing presentations for brokers ✅Anything you want marked up: maps, floor plans, or photos. 💡I do everything on PowerPoint so you can edit them easily, and your packages will look as good as if they were done by a professional designer. Due Diligence / Contracts ✅Market research & reports ✅Acquisition and development due diligence; due diligence reports ✅Abstract leases, PSA's, franchise/property management/ground lease agreements ✅Administrative support 💡I know what to look for in each agreement, and will only abstract relevant clauses so we don't defeat the purpose of having abstracts. WHY WORK WITH ME 💡Duo Specialty: I have both an analytical and design background. Never settle for models that work but present terribly, or packages that are beautiful but have errors. 💡Communicative: I will ask the right questions upfront about what you are looking for, and can work independently afterward. I take and implement feedback well. 💡Organization: I am incredibly organized. I will work with you to prioritize your tasks and ensure they all finish on time. 💡Satisfaction: Since I am new to Upwork, I will keep working until you are 100% satisfied. A FEW MORE THINGS 📍I do not have an Argus subscription, but can integrate Argus imports into your model. 📍I am location-independent and can reasonably work with your timezone. 📍I can be reached via Upwork, email, Zoom, or WhatsApp. LET'S CHAT! Interested in working with me? Please send me an invitation, and we can either hop on a call or message directly. I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Financial Modeling
    Industry Knowledge
    Financial Report
    Due Diligence
    Investor Overview
    Finance
    Presentations
    Microsoft PowerPoint
    Real Estate & Construction
    Real Estate Acquisition
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Real Estate
  • $95 hourly

    • 5.0/5
    • (50 jobs)
    I am passionate about adding value to your life, by streamlining the business processes through automation. Giving tailored solution for your systems is my first priority. For me, this means working closely with you to ensure that you receive the user-friendly software. I enjoy thinking outside the box and finding just the right solution for your business needs. For over three years, I have been serving as Trading Automation expert in full time and freelance roles on different platforms. Python and VBA based automation is my primary expertise. I’ve successfully delivered automated trading softwares along with backtesting functionalities. I have helped multiple clients setting up their bots in cloud based platform such as AWS. That enables them to run the bot 24x7 on the server requiring no manual intervention straight for a week. I have expertise working with several broker platforms including Interactive Brokers, TD Ameritrade, Tradovate and Zerodha Kiteconnect. I can seamlessly integrate other tools such as Quantconnect, Tradingview, Telegram in the automation process. These are a few of the functionalities I have coded in these bots: 1. Getting historical/ live data from Broker API. I generally use IB Insync Python API in case of Interactive Brokers 2. Getting signals directly from subscription based Websites such as tradingaddicts if the website allows bot activity 3. Reading signals from your Email if subscription service sends you standard automated email whenever the signal is generated 4. Getting data from any other Free/ Paid API including Yahoo Finance 5. Processing raw data to calculate indicators/ signals. I can create custom indicators as per your requirement or we may use standard libraries such as ta-lib 6. Order placement and order management 7. Risk management 8. Portfolio management 9. PyQT based GUI Dashboard for input settings and program status 10. Email/ Telegram updates for actions taken by bot 11. Market scanners My Expertise Areas - • Interactive Brokers API Integration (Using Python and ActiveX client) • Amazon Workspaces • Web Scraping • RESTful API Integration • Signal extraction from emails • Visual Basic (Creation of Macros) • Advanced MS Excel, Access, Power Point, MS Word, Outlook and Publisher VBA Programming • Google Scripts • Automation of Reports • Automation of spreadsheet
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Derivatives Trading
    Spreadsheet Automation
    API
    Algorithm Development
    PyQt
    Stock Option Agreement
    Spreadsheet Software
    Financial Modeling
    Desktop Application
    Trading Strategy
    Trading Automation
    Microsoft Access
    Forex Trading
    Python
    Automation
    API Integration
  • $50 hourly

    • 4.9/5
    • (55 jobs)
    As a commercial real estate underwriter and financial analyst with 8 years of experience, I provide a wide range of services to institutional and individual investors. I specialize in underwriting and assessing valuations for all types of properties, including multifamily, self-storage, retail, office, industrial, and hotels. My services include: Underwriting and Valuation: I assess the financial feasibility of potential investments and identify any potential risks or challenges. I also estimate the value of properties using a variety of methods, including the income capitalization approach. Financial Modeling: I develop complex financial models to forecast the cash flow and returns of potential investments for value-added and ground-up real estate development. I also use these models to identify the best financing options and to develop exit strategies. Waterfall Syndication Design: I design and structure waterfall syndications, a popular investment vehicle for commercial real estate. I work closely with investors to create syndications that meet their unique investment objectives. Refinance and Exit Plan Analysis: I help investors to refinance their loans and to exit their investments at the optimal time. I analyze the various options available and develop a plan that maximizes the investor's returns. Returns Analysis: I calculate and analyze the various returns metrics associated with commercial real estate investments, such as cash on cash return, internal rate of return (IRR), and equity multiple. I am a Top Rated Plus freelancer on Upwork, and I have a proven track record of success in helping investors achieve their investment goals. I am also proficient in both value-added acquisition and ground-up development underwriting. Please reach out to me today for a free consultation and learn how I can help you achieve your commercial real estate investment goals. Skills - - Underwriting - Multifamily, Self-storage, Retail, Office, Hotel, and Mixed-use Properties Underwriting - Real Estate Development Financial Modeling - Real Estate Value-add Financial Modeling - Financial Modeling - Real Estate Lease abstracting - Business Plan / Investment Memo writing - Asset Summary Report (ASR) writing - Comparative Market Analysis (Sales Comparison Approach) - Cash Flow Working and Modeling; - Rent Roll Working and Modeling; - Real Estate Market and Submarket report analysis (e.g., CoStar, REIS, Marcus & Millichap, etc.); Let's connect for any questions or chat about how I can help. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Valuation
    Microsoft Excel
    Financial Modeling
    Asset Management
    Commercial Lending
    Report Writing
    Commercial Lease
    Underwriting
    Real Estate Financial Modeling
    Market Analysis
    Cash Flow Analysis
  • $150 hourly

    • 5.0/5
    • (22 jobs)
    Services: - Development of algorithmic trading systems for a wide range of assets including equities, futures, options, crypto and forex - Automation, backtesting and quantitative research - Evaluation, optimization and consulting to improve investment strategies such as avoiding backtest overfitting and other common pitfalls - Creation of customized indicators, factors, signal services and market scanners including automated notifications - Development and enhancement of framework modules such as execution algorithms (including TCA) and portfolio optimization models - Increasing the efficiency of trading algorithms so that large amounts of streaming data can be processed faster and less hardware resources are required Technologies & Tools: - Python including a wide range of libraries like pandas, numpy, numba, scikit-learn, matplotlib, seaborn and many more - QuantConnect / LEAN - Git and GitHub for version control and collaboration - Supported brokers for live and paper trading: Interactive Brokers (IB), Tradier, Binance etc. Bio: Quantitative trader and mathematician with strong affinity to financial markets and coding. Extensive experience in design, development and analysis of algorithmic trading strategies. I have been trading various financial instruments (equities, futures, options and currencies) for more than 10 years, whereas my approach has become more and more systematic over the years. I graduated with a Master's degree in Mathematics at University of Technology Dortmund (Germany) in 2016. My master thesis is about Schroedinger asymptotic of wave equations in periodic media. The subject belongs to the field of nonlinear partial differential equations and has applications in signal transmission using fiber optics technology. I then worked as an IT Consultant for 3+ years and was mainly employed as a data warehouse engineer and ETL developer in the regulatory reporting department of large financial institutions. I currently work full-time as a professional Quant Developer and have already invested many thousands of hours in R&D of financial markets and systematic trading strategies, building a deep knowledge of quantitative finance and algorithmic trading. Other remarks: My algorithms are always professionally designed and well documented, making them easy to follow. I mostly use the framework approach, so that the code is modular, pluggable and clearly structured, which also makes it much easier to perform adjustments or extensions. I am willing to sign a NDA, if desired, so that the intellectual property (IP) rights remain with you.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Trading Automation
    Scripting
    Capital Markets
    Machine Learning
    Financial Modeling
    Python
    Quantitative Analysis
    Investment Strategy
    Quantitative Finance
    Software Development
    Automation
    Quantitative Research
    Statistics
    Mathematics
    Algorithm Development
  • $55 hourly

    • 4.8/5
    • (135 jobs)
    I am an experienced U.S. degreed accounting professional and CPA candidate. Reducing income tax starts with accurate financial statements prepared with current tax laws in mind. Unreconciled business bank and credit card accounts can leave out income and expense transactions leading to an over or under statement of busness net income. Financial decisions can be made successfully by determining after tax profitability. Important in 2024, all foreign and domestic for profit entites that are formed and registered in the United States (U.S.) are required to file a Beneficial Owner Informaton (BOI) Report unless exempt. Newly formed business will need to file the BOI Report within thrity days (30) days. Most existing small businesses will need to file the BOI Report by December 31, 2024. Clean vehicle sellers and dealers should register with Engery Credits Onine. Bonus Depreciation for Federal income taxes is 80% in 2023. The Inflation Reduction Act enacted for 2022 increases the tax credit for solar installions, included are tax credits for installations of engery efficient windows, doors, water heaters, furances, air-conditioners, and an electric vehicle tax credit increase of $7,500 to $4,000 for purchases of particular models in 2023. Buyers of clean engery vehicles will receive a Time of Sale Report from the dealership to file with their tax returns starting in 2023. Quarterly United States (U.S.) estimated Federal income tax deposits are due by the 15th of the following month. The American Rescure Plan Act of 2021 changed the filing requirement for Forms 1099-K for payment card and third-party network transactions (TPSOs). There is a requirement for Credit Card Payment Facilators to send Form 1099-K to payees who have payment card transactions of $600 or more in 2023. The mileage rate for vehicle business use has been increased to 65.5 cents per mile for the last six (6) months of 2023. The Qualified Business Deduction (QBI) is a twenty percent (20%) deduction for qualified taxable income less any net capital gain for the tax year. The QBI 20% deduction is available through 2025. Bonus depreciation is available through 2026 with a reduced rate each year. The (IRS) requires Schedules K2 and K3 reporting beginning in tax year 2021 for U.S. partnerships, foreign individuals, and S-Corporations with items of international tax relevance. The sales tax laws are continuing to change. Some state sales tax laws requires Online providers to collect and remit state sales tax if remote sales in the state are $100,000 or more. Most other states have similar laws for remote sellers and marketplace facilitators. International tax payers may have Tax Treaties with the U.S.. I have over ten (10) years of experience in bookkeeping, GAAP accounting, Federal and state tax filings, and business support. I have real estate, renewable energy, e-commerce, service, medical, and tech industry experience. I offer intelligent business support, excellent problem solving, and leadership skills. I have successful Upwork virtual work experience. I have QuickBooks Online, QuickBooks Online conversion, and clean-up experience. I use Excel reporting and analysis. Best results are obtained by applying best practices, current Generally Accepted Accounting Principles (GAAP), and U.S. tax law. Converting your business accounting to a cloud based accounting software, like QuickBooks Online is a smart decision because of the quick access to financial data worldwide, robust reporting, and easy account maintenance. Technological advances have eliminated the importance of location making virtual business partnerships efficient and effective. Net present value, ROI, capital budgeting, and other capital investing models and analysis support executive decision making. A periodic examination of financial ratios for business such as Asset Turnover, Return on Assets, and Return on Equity can show relative success, cost savings, and a company's operating effectiveness. The goal is a larger return on equity for sustainability.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Accounts Receivable Management
    Accounts Payable Management
    Bank Reconciliation
    Strategic Plan
    Microsoft Excel
    Financial Modeling
    Financial Analysis
    Intuit QuickBooks
    Bookkeeping
    Financial Accounting
  • $150 hourly

    • 5.0/5
    • (27 jobs)
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. From the simple to the highly complex. Deep experience modeling all product types, including office, industrial, retail, mixed-use, condo, multi-family, SFR, land, self-storage, cannabis, and all forms of hospitality (resort, hotel, motel, etc.). Due to my extensive background with institutions and a master’s in real estate development, my models are institutional-quality, and create a powerful impression on equity investors. As an active member of the CRE community in Los Angeles, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. If you need a pro forma, waterfall, or any other real estate model, let’s jump on a quick Zoom and chat.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Equity Research
    Pitch Deck
    Real Estate Investment Assistance
    Cash Flow Analysis
    Financial Modeling
    Acquisitions
    Real Estate
    Pro Forma Statement
    Financial Analysis
    Fundraising
    Capital Markets
    Financial Modeling
    Microsoft Excel
    Real Estate Financial Modeling
  • $20 hourly

    • 5.0/5
    • (27 jobs)
    I have an accounting licence from Hign Commercial Studies Institute in Tunisia. I have 15 years experience in Accounting and Finance. The last 6 years, I have worked as freelancer accountant. I bring to any job a strong work ethic and desire to succeed and a need to produce quality work. As a result of the knowledge and skills gained through my studies and work with big companies.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Cost Accounting
    Sage 50 Accounting
    Bookkeeping
    Data Entry
    Financial Modeling
    Accounts Receivable Management
    Accounts Payable Management
    Accounting
    Odoo
    Financial Accounting
    Technical Accounting
    General Ledger
    Account Reconciliation
    Cash Flow Analysis
    Income Statement
  • $100 hourly

    • 4.9/5
    • (474 jobs)
    Anup has the rare crossover of skills in accountancy, finance, excel, databases and programming. He is a first principles problem solver who believes the basic building blocks of all business are the same, and one can focus on these basic parts to solve any problem rather than looking for precedents or 'industry experts'. He has 15,000+ hours of excel experience. In the last 10 years of his consulting practice, he has worked with 240+ clients on 300+ businesses with problems like business forecasting, financial planning, budgeting, resource planning, project management, data management all using the versatile Microsoft Excel. These clients love him, they talk highly of his work. He has been recognized as one of the top financial modellers in the world by Modeloff. Fund managers and investment bankers in Europe and the Americas trust him with their modelling needs. His love for automation on Excel and understanding of finance produce some of the most unique spreadsheet solutions. Some of these help 50+ employee businesses run their operations and keep things on track.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Financial Forecast
    MS Excel
    Cash Flow Modeling
    Real Estate Financial Modeling
    SQL
    Real Estate Appraisal
    Corporate Finance
    Financial Analysis
    Financial Reporting
    Financial Forecasting
    Excel VBA
    Financial Modeling
    Microsoft Excel
  • $199 hourly

    • 5.0/5
    • (306 jobs)
    Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing, breweries, Amazon retailers, consumer goods, and more. • Focused, efficient, and reliable. • Over 150 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. That’s all great, but there’s one thing that matters over all else. It’s the fact that working with me has an incredibly high ROI. For example, not long ago, I worked with an organization that needed a financial model done. They paid me about $2K for it. Now, that’s a lot of money, but what came next? This company ended up going to a slew of investor meetings, blowing their audiences away, and coming out with $2 million dollars in funding. Sure, they could have chosen a cheaper option, but why skimp on quality at the finish line? When you build something that you’re going to share with the world, it needs to be top of the line. That is precisely what I delivered to them, and what I provide for all of my clients. Ultimately, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Accounting
    Financial Accounting
    Microsoft Excel
  • $75 hourly

    • 5.0/5
    • (59 jobs)
    -Specializes in building models, creating reporting tools, problem solving, cleaning & analyzing data in Excel -10.5+ years of work experience with financial reporting, forecasting, and modeling -Experience creating recurring revenue models -Experience with Microsoft Access & Hyperion/ESSBASE -Creating and maintaining excel forecasting models (Revenue & Costs.) -Strong problem-solving skills
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Financial Forecast
    Business Cases
    Financial Plans
    Presentations
    Data Entry
    Accuracy Verification
    Data Visualization
    Data Analysis
    Financial Projection
    Forecasting
    Spreadsheet Software
    Microsoft Excel
    Financial Analysis
    Financial Modeling
    MS Excel
  • $175 hourly

    • 5.0/5
    • (273 jobs)
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Sourcing, Quality Control, Testing and Logistics * Paper and Packaging Recent projects include: - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business - Investor presentation for digital streaming media business - Financial plan for early stage healthcare services business - Financial plan for private equity acquisition of medical equipment company
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $12 hourly

    • 4.8/5
    • (184 jobs)
    I am Ameer ul Azeem. ACCA (UK), Qualified professional Accountant. I have more than 8 years of diversified Bookkeeping, Accounting, Financial Reporting hands-on experience. I am also very good with Budgeting ( Business & Personal), Microsoft Excel, and Google spreadsheets. I am a Certified Intuit QuickBooks Pro Advisor and Accountant. I have extensive experience and skills in real estate and rental properties bookkeeping and system setup using GAAP accounting practices. I have excellent experience in "Amazon," "Shopify," and "Airbnb" bookkeeping. Hands-on extensive experience in QuickBooks/Xero/Wave/Zoho Books accounting software. Very punctual and always active to meet the work deadlines. My Expertise is: Bookkeeping. Accounting Proficient in QuickBooks/Xero/Wave/Zoho Buildium Expensify Budgeting/Forecasting Advance Excel worksheets templates Management Accounts . A/R, A/P, Invoicing Bank Reconciliations. Credit Card Reconciliation Expense and income charging Financial Reporting Budget Bill.com Hubdoc I am a swift learner and very adaptable to any Job requirement. Take my work very seriously and professionally. Available to work in Business hours in Europe, Australia, the United States, and Canada. I am fluent in English communication. I will provide the proper categorization of your expenses which allows you the full benefit of tax deductions. I will make sure that your books are up to date and reconciled to make your tax filing a breeze. Best Regards, Ameer Ul Azeem ( ACCA)
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Google Docs
    Accounting
    Financial Modeling
    Financial Reporting
    Management Accounting
    Microsoft Office
    QuickBooks Online
    Buildium
    Forecasting
    Bank Reconciliation
    Account Reconciliation
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
  • $89 hourly

    • 5.0/5
    • (61 jobs)
    I am a full-time freelancer and I love to help clients make data-driven decisions for their businesses. I previously worked in management consulting and have an an MBA in finance and an MS in data analytics. My strengths are in financial analysis, financial modeling & forecasting, other Excel or Google Sheets-based reporting/forecasting and modeling, and data visualization in Power BI, Google Data Studio, Tableau, or Excel/Google Sheets. If you have ever thought something like the following, I'd love to help you! "I wish I knew which products I should invest in and which ones I should cut" "I wish this data set could tell me _________" "I wish I had a better understanding of my cash outlook" "I wish I had a better BI dashboard to share with my team" "I wish this Excel model made me cry less" As a consultant I know the importance of being highly dedicated to client satisfaction, as you can see from my currently perfect 5.0 star review average and 100% Job Success Rate!
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Microsoft PowerPoint
    R
    Relational Database
    Looker Studio
    Google Sheets
    Accounting Principles & Practices
    Data Visualization
    Microsoft Power BI Development
    Microsoft Power BI Data Visualization
    Microsoft Power BI
    Financial Forecasting
    Data Analysis
    Financial Analysis
    Financial Modeling
    Microsoft Excel
  • $150 hourly

    • 5.0/5
    • (68 jobs)
    I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets. SPECIALTIES • Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable. • Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success. • (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital. EXPERIENCE • 30 years of building financial models for large and small companies, including a global trading company. • 16 years as a CFO, CEO or COO for commercial Real Estate firms managing or developing substantial portfolios including hospitality, retail, office, medical, and multifamily assets. • Experience includes successful financing of projects up to $135M., and refinancing of distressed or overleveraged assets. My experience as a finance executive for Real Estate development and property management companies allows me to have a thorough understanding of the challenges facing Real Estate developers, managers and investors, and quickly identify and implement winning solutions. SOPHISTICATED EXCEL MODELING • Cash flow modeling, by month and by year over 10 years • investor return metrics • Complex waterfalls, promotes and equity structures (common, preferred) • Sophisticated debt structures (senior and mezzanine debt, EB-5, C-PACE) • Historic and prospective KPIs (IRR, LTV, DSCRs, Yield analysis) • Sensitivity and multiple scenario analysis DEBT, EQUITY, AND INVESTMENT PACKAGES: COMPELLING PRESENTATIONS The production of state-of-the-art investment packages is absolutely critical to the success of a deal. Institutional investors and lenders receive hundreds of funding requests every week and only the best packages have a chance of drawing attention and obtain the requested funds. I produce professional-looking and highly attractive packages that make a compelling case to lenders and investors. Attention is paid to every detail of the package, and as form and substance are combined with flawless underwriting and financial projections, this results in a very high rate of success for my clients.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Financial Projection
    Pro Forma Statement
    Presentations
    Financial Projection
    Financial Modeling
    Financial Analysis
    Financial Model
    Pitch Deck
    Real Estate & Construction
    Real Estate Acquisition
    Real Estate Investment Assistance
    Project Finance
    Finance
    Microsoft Excel
    Real Estate Financial Modeling
  • $120 hourly

    • 5.0/5
    • (58 jobs)
    20+ years experience as a Financial Analyst, including the last 7 years as a full time freelancer and contractor assisting clients with all their financial analysis needs. I specialize in financial modelling, including : • Building 3-statement financial models for capital raising and cash flow forecasting • Preparing annual budgets and forecasts • Monthly reporting and variance analysis • Constructing pricing models • DCF analysis and business valuations • Automation of financial reporting process Industries i have worked with include banking, insurance, health, software, retailing, e-commerce, beverage, manufacturing, SaaS, and land development.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Budgets
    Cash Flow Modeling
    Management Accounting
    Data Analysis
    Microsoft Excel
    Business Modeling
    Business Analysis
    Financial Analysis
    Financial Reporting
    Budget Plan
    Financial Forecasting
    Business Valuation
    Financial Modeling
  • $100 hourly

    • 5.0/5
    • (44 jobs)
    ⭐⭐⭐⭐⭐I work with entrepreneurs to: 1. Solve their most critical problems, 2. Create and deliver value. An accomplished MBA, I am the principal consultant of a management consulting practice with over a decade of experience working with SME's on competitive business intelligence and strategy development. I offer consulting services that will support your business to thrive. My expertise includes: ✔Business plans ✔Market research (including feasibility reports) ✔Financial planning and forecasts ✔Risk analysis ✔Strategic design, development and execution ✔Governance ✔Sustainability ✔People Management My Background ✔ Over a decade working with SME’s in idea, start-up and growth phase ✔ Strong background managing teams of 100+ across multiple locations ✔ Experience in many areas of business, including but not limited to Process Improvement, HR, Procurement and Supply Chain Development, Marketing & Promotions, New Product Development (NPD), Category Management, Restructures, Customer Experience and Project Management. My Qualifications ✔ Bachelors Degree: Business Management ✔ Masters Degree: Business Administration (MBA) honours ✔ Graduate of the Australian Institute of Company Directors ✔ Member of the Chartered Institute of Procurement and Supply Chain CIPS ✔ Certificate I, II, III & IV in Retail Operations ✔ Certificate III in Information Technology How I Can Help * Ideas Phase: If you have an idea but aren’t sure where to start, I’m here for advice. I can help with your market research and designing your business model as well as integrating your objectives/mission with market gaps. I can also build your business plan inclusive of market analysis and financials, as well as a pitch deck for raising capital. * Pre-Launch Phase: If you have already got some information together and need some help refining your business model, business plan, devising your Go-To-Market Strategy or other advice, I can consult. * Start-Up Phase: If you’ve already launched and are looking to develop systems/structures/processes to ensure the business and employees are working towards goal attainment and achieving the strategic vision, I can help. I can create dashboards to capture how your organisation is progressing using the Balanced Scorecard approach to set out SMART goals and appropriate KPI’s. We can also review your 2- and 5-year plan to consider milestones. * Growth/Change Phase: If you are looking to take your business to the next level, diversify your offering, enter new markets or re-structure I can consult on all of this, including new market research, risk assessments and new business plans. * Learning: If you prefer a coaching/mentoring relationship so you can navigate these processes with guidance to build on your business skills for the future, or just require the support to move forward from wherever you are - I can coach you. You can expect an honest and transparent approach when working with me, I am reliable and a collaborator, taking into consideration your feedback and organisations requirements. My goal is to provide you with what you need to create and sustain your competitive edge, make evidenced-based decisions from sound market analysis, follow your road-map to success and feel supported throughout your process. **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Business Writing
    Entrepreneurship
    Management Consulting
    Business Consulting
    Business Coaching
    Business Development
    Startup Consulting
    Financial Forecast
    Financial Modeling
    Financial Analysis
    Strategic Plan
    Market Analysis
    Market Research
    Pitch Deck
    Business Plan
  • $185 hourly

    • 5.0/5
    • (355 jobs)
    I am highly experienced with Microsoft Excel (ranked within top 10% on UpWork). I specialize in developing high-end tools for applications like financial analysis, data visualization, commission calculators, pricing calculators, KPI trackers, dashboards, data analysis, pivot tables, tools for project management, checklists, performance evaluations, among many more. Explain your idea to me and I can convert it to a spreadsheet that is not only functional and efficient but also user-friendly and visually appealing. I possess bachelor's degrees in finance and economics and I graduated with honors. I also have a strong background in statistics and algebra, complemented with graphic design. I held a senior management position in the chemical industry for five years before moving abroad. I have been working as a freelance agent since 2014 and have acquired knowledge of industry specific needs from working with thousands of clients. I am methodical, organized, detail-oriented and I look forward to collaborating with you. Let's talk soon! Andrea
    vsuc_fltilesrefresh_TrophyIcon Fractional CFO
    Spreadsheet Software
    Economics
    Spreadsheet Skills
    Data Sheet Writing
    Microsoft Office
    Technical Documentation
    Financial Modeling
    Financial Analysis
    ISO 9000
    Financial Reporting
    Data Analytics
    Computer Skills
    Microsoft Excel
    Google Sheets
    Graphic Design
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