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  • $195 hourly

    • 5.0/5
    • (321 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. 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, TradeStation, and TradingView. I've learned a lot about technical analysis going through the Chartered Market Technician (CMT) program where I've passed all three of the exams on my first try. I'm currently working on becoming a chartered member. 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 Financial Strategy
    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
  • $40 hourly

    • 5.0/5
    • (7 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 Financial Strategy
    Company Valuation
    Cash Flow Analysis
    Google Sheets
    Intuit QuickBooks
    Google Analytics
    Financial Analysis
    Financial Accounting
    Financial Planning
    Financial Modeling
    Data Analysis
    Management Accounting
    Microsoft Excel
  • $150 hourly

    • 5.0/5
    • (151 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 Financial Strategy
    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
  • $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 Financial Strategy
    Financial Modeling
    Financial Writing
    Budget Management
  • $20 hourly

    • 4.8/5
    • (78 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 Financial Strategy
    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

    • 4.8/5
    • (10 jobs)
    I am a highly accomplished and astute CFO with expertise in directing finance and operational management responsibilities within multimillion-dollar corporations. I am an analytical thinker with demonstrated success developing and executing sound financial strategy that creates growth, while at the same time increasing the operational efficiency of the Company. As such, I have been repeatedly promoted into senior leadership roles based on demonstrated success in developing and executing sound financial strategy and controls. I am a decisive leader with proven success maximizing revenue, creating cost savings, and identifying growth opportunities. I am skilled in developing budgets, financial models, variance tracking and other financial procedures that enable profitability goals to be achieved. Career Highlights: • Successful entrepreneur pioneering the launch and operation of two media advertising companies. • Successfully orchestrated the Initial Public Offering (IPO) for NBG Radio Network, Inc. • Instrumental in NBG Radio Network, Inc. being recognized as Portland Business Journal’s Top 100 Companies to work for in 2000 (#1). • Instrumental in GolfClubs.com, Inc. being recognized as Portland Business Journal’s fastest growing Company (#1) in Oregon in 2012. • Implemented a new production process at Matrix NV, LLC that increased production by over 200%. • Created a new pricing strategy at Precision Alchemy resulting in a gross margin increase of 22%. • Implemented policies and procedures at GolfClubs.com, Inc. that reduced inventory on hand by 50% while increasing sales by over 1,500%. • Successfully raised millions of dollars through debt, equity and traditional bank financing. Profit from my experience. Whether you are a start-up raising capital or a company looking to grow, my experience and expertise will accelerate your company success. If you want to take your company to the next level, contact me today.
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Business Writing
    QuickBooks Online
    Fundraising
    Business Consulting
    Bookkeeping
    Budget Management
    Financial Statement
    Business Analysis
    Financial Modeling
  • $200 hourly

    • 5.0/5
    • (59 jobs)
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, 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. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Acquisitions
    Capital Markets
    Real Estate
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Pro Forma Statement
    Financial Modeling
  • $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 Financial Strategy
    Corporate Finance
    Data Modeling
    Financial Reporting
    Financial Modeling
    Portfolio Performance Modeling
    Financial Analysis
    Visual Basic for Applications
    Data Analysis
    Microsoft Excel
  • $62 hourly

    • 4.8/5
    • (140 jobs)
    I am an experienced U.S. degreed accounting professional and CPA candidate. Financial decisions can be made successfully by determining accurate profitability. Reducing income tax starts with accurate financial statements prepared with current tax laws in mind. Unreconciled accounting records can leave out income and expense transactions leading to an over or under statement of business net income. Important in 2024, all for-profit entites that are formed and registered in the U.S. are required to file a Beneficial Owner Informaton (BOI) Report to U.S. Treasury by December 31, 2024. Newly formed businesses in 2024 must file the BOI Report within thrity (30) days. Penalities can be severe for not filing a required BOI Report. If your company took an Employee Retention Credit (ERC) be sure that you have proof that you qualified for the credit. The Internal Revenue Service (I.R.S.) is reviewing the ERCs that were taken believing that most may be incorrect. The Work Opportunity Credit and Empowerment Zone Credit are available for 2023 and 2024 tax filings. Section 179 allows 100% depreciation for business equipment in 2024 for to $1M. 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 requirements 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 67 cents per mile for 2024. 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. The (I.R.S.) 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. 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.. Over time I see businesses grow that I work with. 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 Financial Strategy
    Accounting
    Financial Statement
    Financial Plan
    Tax Preparation
    Income Statement
    Tax Accounting
    Business Analysis
    Business Development
    Financial Modeling
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Bookkeeping
    Financial Analysis
  • $185 hourly

    • 5.0/5
    • (365 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 Financial Strategy
    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
  • $220 hourly

    • 5.0/5
    • (25 jobs)
    “My co-founder and I could not give higher praise to John. Aside from being a complete genius with the numbers, his attitude makes you want to keep him around for the long haul. He always met his deadlines, worked fast, delivered more than we needed by understanding the complexities of our unique startup and made a custom editable projection sheet for us. During stressful times we would reach out and he always made himself available to us immediately to answer investor questions and even drove to meet us several times to walk us through the numbers step by step with incredible patience. Long story short, you can't go wrong with John.” “He is a wizard. Super patient, very knowledgeable. Easy to get along with. Finance and numbers aren't my strong point. He broke everything down for me, created a user friendly finance template that even I understood how to fill out. Will totally hire again! Do you and your business a favor and hire John!” “John was everything I was looking for on this assignment. He totally added value and had the highest levels of responsiveness and professionalism I could ask for. He is also clear about what he can and can't do (as a creative, I can ask for the moon sometimes, lol) and has great communication throughout the process, which makes him easy and a joy to work with. I like working with varsity A-List level players, and John is all that and more. I don't think you can go wrong with him, and I will certainly be engaging him again.” ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -Specialize in Startup Finance: Startup finance is completely unique, and, unless you have someone who knows how to work with startups, you’re likely to get a model meant for a larger enterprise. These models might look good, but they fail to capture the details required of startup projections. While larger companies can project growth based on the past, as a startup you need projections built from the ground up to help investors (and your team!) understand the key drivers of your business. I started my financial career working as an analyst for a startup accelerator, and have been working with startups for the past 7 years, helping them fund, launch, and grow their incredible projects. I have worked with startups in SaaS, B2B, B2C, ecommerce, mobile app, fintech, healthcare, retail, media, and real estate, and am always expanding my portfolio. I also work on the investment side, doing analysis projects and projections for Venture Capitalists, and bring that experience to all of my projects. -Custom analysis and analytics: If your company requires custom analytics or business analysis, look no further. I use Excel to analyze data and create custom dashboards that show your business’ Key Performance Indicators, and have created analyses that allow companies to predict Customer LTV and breakeven day for a mobile app, understand what ROAS and CPA targets get them to their cash flow goal, and see opportunities for new product lines to increase LTV. -Models Tailored to Your Business: No two businesses are alike, and no two models I create are alike. I make sure to get to know your business and your team so that the model works for you, and is laid out in a way that makes it easy to understand and use. I make sure to reflect your business in a way that is easily presentable to investors and will help you pitch your business. -Readily Available for Clients: In a lot of ways finance can be like a foreign language. If you come from a non-finance background, it can be tough to understand at first. After completing your model, I’ll walk you through it step-by-step and make sure you fully understand how everything works and that it exceeds your expectations. If you ever have questions on the model, startup fundraising, a new product launch, or anything else, I am always available for my clients. Other facts about me: -I am a CFA Charterholder, and hold an MBA from the University of Southern California -I am an expert user in Excel, and enjoy using the program to create custom analyses for clients. I frequently use Excel for advanced data analysis and statistical modeling that go far beyond typical financial analysis, and love finding new applications for it. -I previously worked on a deal for a professional sports franchise. I also worked on a deal for a craft brewery and a well-known CPG company.
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Startup Consulting
    Investment Research
    Financial Modeling
    Business Modeling
    Microsoft Excel
    Financial Analysis
  • $135 hourly

    • 5.0/5
    • (221 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. I've 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 who 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 who 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, Walmart (when Walmart 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 Financial Strategy
    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
  • $100 hourly

    • 5.0/5
    • (63 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 Financial Strategy
    Microsoft PowerPoint
    Accounting Principles & Practices
    Microsoft Power BI Development
    Financial Modeling
    Data Analysis
    Relational Database
    Microsoft Power BI Data Visualization
    Data Visualization
    R
    Microsoft Excel
    Google Sheets
    Microsoft Power BI
    Financial Analysis
    Looker Studio
  • $120 hourly

    • 4.9/5
    • (480 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 Financial Strategy
    Visual Basic for Applications
    Cash Flow Modeling
    Real Estate Financial Modeling
    Corporate Finance
    SQL
    Real Estate Appraisal
    Financial Reporting
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $80 hourly

    • 5.0/5
    • (38 jobs)
    Greetings, My name's Clayton. I'm a former Ernst & Young (EY) consulting professional with over 11 years experience using Excel. I enjoy building solutions, dashboard visuals, analytical reports, reports for financial planning & analysis, and automating recurring mundane processes using Excel VBA. I offer professionalism, dependability, clear communication, innovation, and an array of other desirable professional skills. Below are some examples of things I can do: Business Financials • Financial Planning & Analysis • Budgeting • Estimate to complete • Budget to actuals • Level of effort projections • Cost/Revenue/Margin projections • Depreciation schedule Reporting • Create client facing reports; built to your specs and formatted in a professional manner • Create internal reports • Financial reporting • Create parameterized SQL queries and import results into Excel. I can link your excel file to your SQL Server or Access databases for read-only queries Charts & Summaries • Pivot tables/pivot charts • Build dynamic, informative charts; all the standard charts + custom charts if they're technically possible. E.g. Gant Charts • Create internal dashboards for you, your leadership, your finance team, and others • Executive dashboards, finance dashboards, KPI dashboards, SLA dashboards, managerial dashboards, etc. Automation & Process Efficiency • Automate repetitive routine or menial tasks using VBA (macro language) • Optimize internal processes using VBA macros, code optimization, or other tools that Excel offers • Reverse engineer or update existing VBA code/macros Update existing: • VBA code • Formulas • Charts • Pivot tables • Data models • Database queries • and more Architecture strategy & file optimization • Make complex worksheet setups more intuitive and user friendly • Consolidate multiple worksheets where possible • Simplify complex workbooks • Speed up slow calculations • File restructuring • Fix crashing files • Reduce file size Data analysis • Processing, manipulating and analyzing large sets of data • Cleaning up datasets • Data modeling Data Entry • Create intuitive user forms that can be used for data entry processes • Update existing user forms with better validation logic or additional features Password • Breaking/Removing passwords on workbooks, worksheets, VBA modules, and add-in files. VBA • API calls - XML / JSON • Fix 64bit error messages. Convert broken 32bit code to working 64bit code. • Convert legacy .xla add-in files to the new .xlam standard. Programming languages that I can use: VBA, T-SQL, Jet SQL, CSS, HTML, XML, JSON, DAX
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    ADO.NET
    OLE Automation
    Excel Macros
    Presentation Design
    SQL
    Pricing
    Data Visualization
    API
    Power Query
    Microsoft Power BI
    QuickBooks Online
    Financial Modeling
    Relational Database
    Microsoft PowerPoint
    Microsoft Excel
  • $175 hourly

    • 5.0/5
    • (278 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 * 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) * 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) 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: - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - 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
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $167 hourly

    • 5.0/5
    • (24 jobs)
    Let me streamline your business or help you start one! I am a CFA charter holder with experience as a CFO and a knack for financial modeling. I specialize in developing highly customized and automated models and systems related to finance, operations, project management, and data. My goal is to provide you with bespoke tools for managing your business that can replace costly software and subscription-based services. I have worked with businesses and on investments across a wide range of industries -- Much of my experience has been related to real estate, but I have worked on everything from cruise lines to crypto and everything in between! 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 Financial Strategy
    Business Consulting
    Systems Modeling
    Real Estate Financial Modeling
    Systems Development
    Data Analysis
    Data Center Design
    Business Analysis
    Investment Strategy
    Microsoft Excel
    Financial Modeling
    Financial Analysis
  • $25 hourly

    • 5.0/5
    • (5 jobs)
    I am a highly-skilled and well-rounded Certified Public Accountant (CPA) with excellent academic background, including a Cum Laude honor in college and a post-graduate Master's degree in Business Administration, and over eight (8) years of meaningful experience in the fields of auditing, accounting, financial management and financial analysis. I am a dependable professional with exceptional work ethics and inter-personal skills who has proven track record in delivering value-adding outputs that have contributed in the achievement of clients' operational, strategic and/or financial objectives, as well as in enhancing the clients' business processes which lead to the minimization of certain operational bottlenecks and financial reporting difficulties. You can always rely on my credentials consisting of seven (7) years experience as a state auditor (government external auditor) of the Philippines' supreme audit institution and other short-term engagements relating to the provision of various financial management and analysis services which helped clients in their economic or business/investment decision making. Be assured that I possess the competence and technical skills needed to help you reach your desired goals, especially on the areas of auditing, accounting, financial reporting, management, and analysis. In addition, I have a positive working relationship history with my clients, so be assured that I am capable of building and maintaining a harmonious and cooperative working partnership with clients and other stakeholders. I take pride on my integrity, credibility, honesty and loyalty and I deal with clients with utmost respect and courtesy - all this, as my way of expressing genuine concern for them and the attached duties and responsibilities. Lastly, as a true professional, expect me to strictly abide with all applicable laws, rules and regulations, including Upwork's terms and conditions, as well as the clients' policies and protocols. With my ability to follow instructions and directives, trust that I will perform tasks within the bounds of my duties and authority and initiate work even with minimal supervision. All necessary efforts will be exerted to deliver exactly what you need. Let's team up and achieve great things together. Peace and Love, Jb
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Accounting Principles & Practices
    Financial Modeling
    Forecasting
    Xero
    Business Analysis
    Financial Analysis
    Financial Reporting
    CPA
    Financial Statement
    Financial Projection
    Intuit QuickBooks
    Microsoft Excel
    GAAP
    Finance & Accounting
    Bank Reconciliation
  • $32 hourly

    • 5.0/5
    • (9 jobs)
    Excel - Power Query - PowerPivot - 3 statement modeling - Revenue Building - Dashboards A mechanical power engineering bachelor who shifted to data analysis in December 2020.
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Financial Analysis
    Power Query
    Financial Modeling
    Microsoft Power BI
    Google Sheets
    Data Visualization
    SQL
    Matplotlib
    Data Analysis
    Seaborn
    Microsoft Excel
  • $99 hourly

    • 5.0/5
    • (312 jobs)
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • $25 hourly

    • 5.0/5
    • (7 jobs)
    Let me tell you why your search stops here - WITH ME! Here are a few kind of stuff I have rich experience on that will surely make your campaign/project solved efficiently, effectively - and successfully: - Experienced in Underwriting Deals for Real Estate Companies in the US - Familiar with real estate platforms such as RedIQ, Axio Metrics, Rentometer, VAL, Yardi Matrix, CoStar - Proficient in Microsoft Excel - Ability to enter heavy loads of data into spreadsheets with 100% accuracy rate - With great attention to details - Can look into a problem as an opportunity to grow Message me, Let's talk ;-)
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Business Plan
    Financial Modeling
    Triple Net Lease Agreement
    Cash Flow Analysis
    Underwriting
    Financial Report
    Financial Analysis
    Chartered Financial Analyst
    Real Estate Financial Modeling
    Real Estate Appraisal
    Yardi Software
    Real Estate Investment Assistance
    Real Estate
    Microsoft Excel
  • $150 hourly

    • 5.0/5
    • (30 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 Financial Strategy
    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
  • $75 hourly

    • 5.0/5
    • (81 jobs)
    -Specializes in building forecasting models across several business industries, reporting tools, and data visualization reports/dashboards -10.5+ years of work experience with financial reporting, forecasting, and modeling -Experience creating recurring revenue & SAAS models -Creating and maintaining excel forecasting models (Revenue & Costs.) -Strong problem-solving skills
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Business Cases
    Presentations
    Data Entry
    Accuracy Verification
    Data Analysis
    Data Visualization
    Forecasting
    Microsoft Excel
    Spreadsheet Software
    Financial Modeling
    Financial Analysis
  • $40 hourly

    • 4.9/5
    • (73 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 Financial Strategy
    Valuation
    Microsoft Excel
    Financial Modeling
    Asset Management
    Commercial Lending
    Report Writing
    Commercial Lease
    Underwriting
    Real Estate Financial Modeling
    Market Analysis
    Cash Flow Analysis
  • $12 hourly

    • 4.9/5
    • (198 jobs)
    I’m Ameer ul Azeem, a qualified ACCA (UK) professional accountant with almost 11 years of diverse experience in bookkeeping, accounting, and financial reporting. I specialize in both business and personal budgeting and have advanced skills in Microsoft Excel and Google Spreadsheets. As a Certified Intuit QuickBooks ProAdvisor, I bring extensive expertise in setting up and managing bookkeeping systems for real estate and rental properties, adhering to GAAP accounting practices. I also have substantial experience with bookkeeping for platforms like Amazon, Shopify, and Airbnb. I am proficient in various accounting software, including QuickBooks, Xero, Wave, and Zoho Books. I am dedicated to meeting deadlines and always strive to deliver punctual and high-quality work. My areas of expertise include: Bookkeeping & Accounting: Comprehensive bookkeeping and accounting services tailored to your needs. Software Proficiency: Skilled in QuickBooks, Xero, Wave, Zoho Books, Buildium, and Expensify. Financial Planning: Expertise in budgeting, forecasting, and advanced Excel worksheet templates. Management Accounts: Handling accounts receivable, accounts payable, invoicing, and bank reconciliations. Reconciliations: Expertise in credit card reconciliation and financial reporting. Expense Management: Proficient in expense and income tracking, ensuring accurate categorization for tax benefits. Tools & Platforms: Experience with Bill.com and Hubdoc for streamlined Accounts payable. I am a quick learner and highly adaptable to any job requirements. I take my work seriously and approach every task with professionalism. Availability I am available during business hours in Europe, Australia, the United States, and Canada. Fluent in English, I ensure clear and effective communication. Commitment I am dedicated to providing accurate expense categorization to maximize your tax deductions and ensure your books are up-to-date and reconciled, making tax filing seamless and stress-free. Best Regards, Ameer Ul Azeem ( ACCA)
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Google Docs
    Financial Modeling
    Financial Reporting
    Management Accounting
    Microsoft Office
    QuickBooks Online
    Buildium
    Forecasting
    Bank Reconciliation
    Account Reconciliation
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
  • $90 hourly

    • 5.0/5
    • (44 jobs)
    Over 15 years experience in developing and deploying trading strategies on the Amibroker platform. Advanced knowledge of Amibroker AFL including Custom Backtester, IB TWS Trade Automation, Matrix, Low-Level Graphics, Static Variable Ranking and much more. If you are need assistance in taking your Amibroker project forward, then I can help. I'm happy to consider development projects of any size and complexity. My aim is to help you reach a fruitful conclusion for your project with satisfaction guaranteed. I also have a professional background in software development in the financial industry, and I'm a Certified Financial Technician (CFTe) and full time independent trader.
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Python
    Investment Research
    AmiBroker Formula Language
    Quantitative Analysis
    Financial Modeling
  • $25 hourly

    • 4.9/5
    • (7 jobs)
    🥇 Senior Data Analyst and Engineer with more than 6 years of experience 🤵 Expertise on complex data treatment and pixel-perfect reports development 🛠️Data Visualization Tools: Power BI, Tableau, Looker Studio 💻 Database Management: SQL, MySQL, Mongo DB, SSMS 💻 SQL expert: scripting, views creation, stored procedures, etc. 🛠️ Cloud Service Environments: Google BigQuery, Azure, Snowflake, AWS I am able to recognize and understand business needs in order to recommend optimal solutions through automation, data quality and efficiency. Therefore, I am an expert in the following technologies and skills: ☑ Power BI Reports (Development & Maintenance) ● Getting Data from any source: SQL, NoSQL, CRM, ERP, API, Excel/CSV files, and other platforms. ● Using PowerQuery, Dataflows, centralized Datasets and Python scripting for cleaning and transformation. ● DAX Measures to be represented in different visuals. ● Dynamicity in reports: Filtering, slicing, and other complex functionalities. ☑ Power BI Admin Portal Management ●Dimensioning and analysis of Licenses (Pro, Premium per User, Premium per Capacity), ● Embedded License analysis and dimensioning. ● User and Workspace management: roles, permissions, etc. ● Email subscription, alerts when thresholds have been surpassed. ● Power BI API : automation of complex tasks and analysis of performance (identify datasets that take longer to update, add users automatically to any workspace, etc). ☑ Tableau Reports (Development & Maintenance) ● Connecting to Diverse Data Sources: Proficient in connecting Tableau to various sources (SQL, NoSQL, CRM, ERP, APIs, Excel/CSV) for data extraction. ● Data Prep: Using Tableau tools to clean, transform, and structure data effectively for reporting. ● Advanced Analysis: Creating complex calculations and measures for detailed data analysis (table calculations, and level of detail (LOD) expressions). ● Interactive Dashboards: Developing engaging dashboards with filters, controls, and dynamic features (filter options, parameter controls). ● Storytelling: Craft compelling data-driven stories using Tableau to communicate insights effectively to stakeholders. ☑ Tableau Server Administration ● Server Deployment: Skilled in deploying Tableau Server on-premises or in the cloud, ensuring scalability and high availability. ● User Management: Managing user accounts, groups, and permissions to secure Tableau resource access. ● Performance Enhancement: Monitoring server performance, identifying and optimizing for faster loading. ● Scheduled Refresh: Configure and schedule data source refreshes to keep dashboards up to date. ● Troubleshooting: Efficiently diagnosing and resolving Tableau Server issues to minimize downtime. ☑ Looker Reports (Development & Maintenance) ● Data Modeling: Design and implement data models within Looker, creating a semantic layer for easy and consistent data exploration. ● LookML Development: Proficient in LookML to create reusable data definitions, explore data, and build custom dashboards. ● Custom Visualizations: Design and build custom visualizations using Looker's advanced charting capabilities. ● Embedding Looker: Integrate Looker into web applications or portals for seamless data access and visualization. ● Data-Driven Insights: Utilize Looker's exploration features to uncover valuable insights from data and share them through reports and dashboards. ☑ Looker Instance Administration ● Instance Setup: Configure and set up Looker instances, ensuring optimal performance and security. User Access Control: Manage user access, roles, and permissions within Looker to maintain data security and privacy. ● API Integration: Leverage Looker's API for automation, data extraction, and integration with other tools and platforms. ● Maintenance and Support: Perform routine maintenance tasks, handle upgrades, and provide ongoing support to ensure the smooth operation of Looker instances. Please feel free to contact me for an estimate of your project or any other inquiries. Thank you for your time!
    vsuc_fltilesrefresh_TrophyIcon Financial Strategy
    Financial Analysis
    Financial Modeling
    Data Analytics
    Google Sheets
    Business Intelligence
    Data Visualization
    Data Analytics & Visualization Software
    Big Data
    BigQuery
    Python
    SQL
    Looker Studio
    Tableau
    Microsoft Power BI
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Fractional CFO hiring guide

A Fractional CFO is a financial expert who provides Chief Financial Officer services on a part-time or contract basis. Companies often hire Fractional CFOs when they need high-level financial strategy and oversight without committing to a full-time executive salary. These professionals bring extensive experience in financial planning, analysis, and management, helping businesses make informed decisions to drive growth and profitability.

Why hire a Fractional CFO?

Fractional CFOs are particularly valuable for startups and small to medium-sized businesses that require expert financial guidance but cannot justify the expense of a full-time CFO. They can assist with tasks like fundraising, budgeting, financial forecasting, and improving overall financial health.

Hiring a Fractional CFO allows businesses to access top-tier financial expertise without the cost of a full-time hire. These professionals bring a fresh perspective to your financial operations and can help optimize your financial strategy, manage risks, and ensure regulatory compliance. Additionally, a Fractional CFO can help prepare your company for significant financial events such as fundraising rounds, mergers, or acquisitions, ensuring that you are financially prepared for growth.

How to hire Fractional CFOs

To hire a Fractional CFO on Upwork, follow these steps:

  1. Define your needs. Determine the specific financial tasks and projects you need help with, such as financial planning, budgeting, or fundraising.
  2. Create a job post. Write a clear and detailed job post outlining your financial needs, the scope of work, and any specific qualifications you are looking for in a Fractional CFO.
  3. Review proposals. Evaluate the proposals you receive based on the candidates' experience, expertise, and client reviews.
  4. Interview candidates. Conduct interviews to assess their fit with your company’s culture and their ability to meet your financial needs.
  5. Hire the best fit. Select the Fractional CFO who best meets your criteria and start your collaboration.

How to write a Fractional CFO job post

When writing a job post for a Fractional CFO, clarity and detail are key. Here’s how to structure it:

  1. Start with a strong title. Use a title that clearly states the role, such as "Experienced Fractional CFO Needed for Financial Strategy and Planning."
  2. Provide a project overview. Describe your company and the specific financial challenges or opportunities you want the CFO to address.
  3. List key responsibilities. Outline the main tasks and projects the CFO will be responsible for, such as financial reporting, budgeting, or investor relations.
  4. Specify qualifications. Detail the qualifications and experience you expect, such as years of experience, industry knowledge, and familiarity with specific financial software.
  5. Set clear expectations. Include information about the project timeline, expected hours per week, and any other important details.

Common Fractional CFO responsibilities

A Fractional CFO typically handles a variety of financial tasks to support the company’s strategic goals. These may include:

  1. Financial planning and analysis. Developing and implementing financial strategies to guide the company's growth.
  2. Budgeting and forecasting. Creating detailed budgets and financial forecasts to ensure the company remains on track.
  3. Financial reporting. Preparing and presenting financial reports to the executive team and stakeholders.
  4. Cash flow management. Monitoring and managing the company’s cash flow to ensure financial stability.
  5. Fundraising support. Assisting with raising capital by preparing financial documents and presentations for investors.

FAQ

What is the difference between a Fractional CFO and a full-time CFO?

A Fractional CFO works on a part-time or project basis, providing the same expertise as a full-time CFO but with more flexibility and lower costs.

How many hours does a Fractional CFO typically work?

The hours can vary depending on the company’s needs, but most Fractional CFOs work between 5 to 20 hours per week.

Can a Fractional CFO help with fundraising?

Yes, a Fractional CFO can assist with preparing financial documents, presentations, and strategies to attract investors.

What industries benefit most from hiring a Fractional CFO?

Startups, small to medium-sized businesses, and companies in transitional phases (such as preparing for a merger) can significantly benefit from a Fractional CFO’s expertise.

How do I ensure confidentiality when hiring a Fractional CFO?

Use a non-disclosure agreement (NDA) to protect sensitive financial information and ensure that confidentiality is maintained.

Hire a Fractional CFO on Upwork

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