RBC mid-market banker with 30+ executed deals ($15M–$300M). I build financial models, investor decks, and due-diligence materials that that help you raise capital and close deals. Rotman MBA. Banker-quality work, freelancer speed. Prior to finance, I was a chemical engineer and worked in different engineering and operational capacities in manufacturing.
Mergers & Acquisitions
Financial Modeling
Financial Accounting
Private Equity
Venture Capital
Business Cases
PowerPoint Presentation
Investment Banking
Market Research
Data Analysis
Real Estate Financial Modeling
Financial Analysis
Business Plan
Neha Saroj G.
Toronto, Canada
$25/hr
4.8
101 jobs
I am a full time freelancer, write articles, blogs, research reports, and also take up administrative work.
I have been in the financial space for over ten years now and have earned my MBA degree from Symbiosis Centre of Distance Learning in 2009. But, my passion for finance led me to pursue Chartered Financial Analyst (CFA) course from US University. I have successfully completed Level III of CFA.
I have worked on financial reports, blogs, forex, cryptocurrencies, and hedge funds. Have frequently written on niche like personal finance, technology, breaking news, and entertainment can write on any niche.
I am good at reading filings of hedge funds and companies.
I am also good at wordpress, trello, jira and other work portals.
SEO Writing
SEO Keyword Research
Data Entry
Equity Research
Blog Writing
Cryptocurrency
Financial Analysis
Financial Model
Financial Presentation
Article Spinning
Article Writing
Financial Modeling
Project Finance
Quantitative Finance
Financial Writing
Thi Thanh Thuy N.
Etobicoke, Canada
$20/hr
5.0
27 jobs
EXECUTIVE SUMMARY
* Quickbooks & Xero Advisor Certified with Dext and Approvalmax Certification
* Senior Internal Auditor and Accountant/ bookkeeping with over 10 years' experience in Global Business Service organization in Bosch Global Software Technologies Company to clients across the APAC region.
* Part-time Accountant for Singapore company- Nex Innovate Pte Ltd with Quickbooks software
* Part-time Accountant for Australian company - Connect2me and Automation Consulting and the Calmm group - Australian company with Xero software
* Deep expertise of Accounting, Auditing and Banking field with 2 years' experience in bank and 1 year experience in Audit firm
* Highly proficient in Quickbooks, Xero, SAP and Microsoft office
Job responsibilites for Accountant/ bookkeepper
- Operate accounting information systems efficiently and effectively in Xero and Quickbooks.
- Maintain accurate journal entries and allocations.
- Familiar with full sets of accounts - AP, AR and GL
- Perform reconciliations (mixed payments postings, AP/AR reconciliations, bank reconciliation, etc.)
- Prepare accurate and timely financial statements.
- Prepare financial statements and disclosure notes.
- Provide accurate and timely tax and financial reports to the relevant authorities
- Calculate taxable income and the income tax liabilities of the organisation.
- Prepare and filing GST and corporate tax returns
Job responsibilities for Senior Internal Auditor:
- Understanding legal and tax requirement to perform checking in accounting entries and invoice bookkeeping.
- Conducted internal control process for BOSCH Global projects (Asia Pacific region)
- Execute audit tests in accordance with the defined procedures
- Improved internal control processes by conducting thorough audits and identifying areas for improvement by obtaining, analyzing and evaluating current processes in accordance with group policy
- Participated in integrating newly acquired entities into existing internal control frameworks, ensuring a smooth transition process.
- Ensured compliance with regulatory requirements and company policies through meticulous audits and effective communication with management.
- Supported continuous improvement initiatives by collaborating with cross-functional teams to identify opportunities for process optimization.
- Provided ongoing support to management by offering guidance on internal control design and ensuring timely resolution of audit findings.
- Worked effectively with key stakeholders (process owners, team leads) to build up standardized processes where necessary.
SAP
Microsoft Excel
Intuit QuickBooks
Bookkeeping
Bank Reconciliation
Accounts Payable
Accounts Receivable
Accounting
QuickBooks Online
Internal Auditing
Financial Report
Xero
Financial Statement
Tax Preparation
Financial Accounting
Rajan S.
Montreal, Canada
$50/hr
4.8
131 jobs
Big Four consultant, Morgan Stanley, MBA, CFA Level 1. Working with Fortune 500 clients and startups across diverse sectors.
I'm the person who turns the research into a decision.
✅ Who am I?
- MBA Graduate from IIM Lucknow (FT-100) and Neoma BS, France, with an Engineering background
- Successfully cleared the CFA Level 1 exam on the first attempt.
- Experienced management consultant and successfully served clients across sectors.
✅ What can I do?
.................................................................................
Management Consulting and Research Expert specializing in:
-TAM, SAM, SOM
- SWOT analysis
- Competitor/Competitive assessment
- Need-gap analysis
- Go-to-Market strategy (GTM)
- Entry modes
- Revenue enhancement strategies
- Business planning and strategy development
- Feasibility analysis for new initiatives and projects
- Due Diligence
- Investment Analysis
- Mergers & Acquisitions (M&A)
- Risk Assessment
- Financial Planning
✅ Utilizes:
...........................................................................
-Market-line, Euromonitor, Statista, Gartner, SAGE, EMIS, Think Cell, and other industry-leading tools for insights and analysis
-Data-driven decision-making approach for impactful presentations
✅ Services offered:
Strategy and Planning:
.............................................
Strategy, Strategic plan, Business plan, Growth strategy, Go-to-market, Business plans and long-term roadmaps, Strategy consultant, Business growth strategy, Market strategy, Operational plan, End-to-end business plan, Multi-stakeholder strategic plan, Market expansion consulting advisor, International expansion, Experience with APAC, US and Middle East Market Entry, Global strategy, Mission-driven consulting
Market and Competitive Intelligence:
............................................
Market research, Market analysis and insights, Market sizing, Market scanning, Quantifying market opportunities, Customer insights, Customer preferences, Industry trends, Competitor strategies, Competitive advantage, Product differentiation, Competitor benchmark, Competitive analysis reports, Research, Need-gap analysis.
Financial Modeling and Investment:
..............................................
Financial modeling, Financial forecast model, Financial projections, Financial analysis, Forecasting, Projections, ROI, FCF projection, Valuation, Valuation analysis, Business valuation, Bracket DCF, Due diligence, Due diligence material for seed financing, fundraising strategy consultant, Cap table, Investment strategy, Investment analyst, Investment fund, Financial services, Financial appendix data, Executive summaries, Presentations, Investor ready business plan
Delivery and Advisory:
..........................................
Project management, Project rollout plans, Operational roadmap, Implementation, Organizational design, Business operations, Streamline operations, Process improvement, Process maps, SOPs, Delivering SOPs, Business delivery consultant.
Tech and Domain Expertise:
.........................................
AI and tech-driven strategy, AI strategy consultant, AI savvy consultant, FinTech strategy consultant, FinTech, AI platform, Mobile apps, SAS products, AI startup marketing plan, Construction business consultant, Real estate
Sectors Include:
..............................................
Engagements in sectors such as Edtech, Fintech, Agtech, Fitness, Agriculture, Automotive, Real Estate, Artificial Intelligence, Metals and Mining, Aerospace, Healthcare, IT, Renewable Energy, E-commerce, Consumer Electronics, Hospitality, Entertainment, Fashion and Apparel, Food and Beverage, Logistics and Supply Chain, Telecommunications, Biotechnology, Pharmaceutical, Gaming, Financial Services, Education, Environmental Sustainability, and Manufacturing. My adaptability and expertise also extend to Cybersecurity, Cloud Computing, Digital Marketing, Smart Cities, Internet of Things (IoT), SaaS, Blockchain, Cryptocurrency, ESG Initiatives, Circular Economy, Smart Manufacturing, Autonomous Vehicles, Insurtech, Proptech, Regtech, Supply Chain Resilience, Precision Agriculture, Personalized Medicine, Telehealth, Remote Work Solutions, Digital Transformation, Smart Homes, Urban Development, Green Buildings, Real Estate Investment, Sustainable Construction, and Infrastructure Development. I have a proven track record in multiple countries worldwide, offering a data-driven approach and customized strategies that cater to the unique needs of diverse industries.
- Offering Consultation and Initial Calls. Get in Touch Today
Thank you!
Strategy
Business Plan
Management Consulting
Marketing Strategy
Market Research
Qualitative Research
Market Analysis
Competitive Analysis
Audience Segmentation & Targeting
Financial Projection
Market Segmentation Research
PowerPoint Presentation
SWOT Analysis
Business Consulting
Pitch Deck
Nischala Reddy B.
Surrey, Canada
$60/hr
4.9
24 jobs
Featured Upwork Talent – Canada
I have been featured by Upwork on multiple category hire pages as a Top-Listed Freelancer in Canada, including:
Web Analytics Specialists – Canada
Google Data Studio Specialists – British Columbia
Business Analyst / Data Analytics categories
A versatile individual, passionate writer, excellent communicator with core financial and analytical skills exhibiting deductive reasoning for problem-solving with 8+ years of corporate experience in Business Analysis, Product Management, Data Analytics and Management Consulting. Industry Experience – Fintech, Media Network, Digital Marketing, Financial Services, Lease Management, Supply Chain Management.
I have had an opportunity to work with global companies like Barclays, Odessa and Ernst and Young (Consulting) in Business Analysis/Project Management and Consulting. I have worked for North American clients and my work as consultant included working with North American and European Markets as well. I can comfortably position myself as an eligible candidate with global exposure.
Generative AI
✅ LLM Integration (e.g., ChatGPT 4.0, Claude, Gemini)
✅ Retrieval-Augmented Generation (RAG) Pipelines
✅ Prompt Engineering for Feature Design
✅ Vector Database Implementation (e.g., Pinecone, FAISS)
✅ Embedding Models & Similarity Search
✅ Semantic Search & Intelligent Query Routing
✅ Conversational UI/UX with Q&A Chat Interfaces
✅ Summarization and Document Parsing Features
✅ Evaluation Frameworks for LLM Accuracy and Relevance
✅ Use of OpenAI/Anthropic APIs in Production
✅ Fine-tuning and Model Selection Strategy
✅ Alignment of LLM Use Cases to Business Goals
✅ AI Feature Rollouts with Analytics Instrumentation
✅ Ethical AI Considerations & Guardrails
✅ Integration of LLMs into Scalable Product Architecture
Product Management
✅Product Strategy and Product Design
✅ Product Roadmap Developement
✅ Software Development Lifecycle (SDLC)
✅ Agile Methodologies/Scrum/Kanban
✅ Requirement Gathering, BRD
✅ Documentation
✅ Business Process/requirement Analysis
✅ Design and Wire-framing
✅ User Stories
✅ Test Strategy/Planning
✅ JIRA and Confluence
✅ Market Research
Project Management:
✅ Project Scheduling
✅ Velocity/Capacity Planning
✅ Daily Stand-ups, Daily triages, Retrospective Meetings
✅ Project Proposals, Scope Documents, Work Breakdown Structures, Project Reports
✅ Risk Mitigations and handling Escalations
✅ PM tools and Systems
✅ Delegation of Tasks
✅ Resource Planning
✅ Budgeting and Ad-hoc PM support
Data Analytics/Power BI Specialist
✅ Extraction/Cleaning (ETL)
✅ Data Studio/Looker
✅ Amplititude Analytics
✅ AWS Redshift, Quickshift, Kinesis, Glue
✅ Google Analytics
✅ Azure
✅ Apps, SharePoint, Power Automate (Flow), Logic Apps
✅ Data Automation
✅ Dashboard development
✅ Microsoft Power BI
✅ Tableau Development
✅ Data Analysis
✅ Report Design and Visualisation
✅ Data Modelling and Design
✅ Statistical Modeling
✅ Python, R, ggplot2
✅ SQL, SSIS, PostgreSQL, MySQL
✅ DAX
✅ Time series analysis
Google Analytics
Microsoft Power BI
Data Analytics
Looker Studio
Microsoft Power BI Data Visualization
Agile Software Development
Product Management
API Integration
Amplitude
ChatGPT
Generative AI
LLM Prompt Engineering
Automated Workflow
Product Development
Project Management
Maryam R.
Pickering, Canada
$35/hr
5.0
8 jobs
Hi! I'm a skilled and detail-oriented Data Analyst with over 4 years of experience helping businesses make data-driven decisions. I specialize in transforming complex data into clear insights that drive growth, improve processes, and optimize performance.
With expertise in SQL, Python, Excel, Power BI, and DATA VISUALIZATION, I’m comfortable working with large datasets, cleaning data, and creating comprehensive reports. I also design Tableau and Power BI dashboards to visualize key metrics in a way that’s easy to understand for all stakeholders.
Whether you're looking to automate your reporting, improve your decision-making processes, or uncover new business opportunities, I’m here to help. I take pride in delivering high-quality work on time and ensuring you get the insights you need to succeed.
Let’s connect and discuss how I can help you unlock the full potential of your data!
Data Analysis
Microsoft Excel
Microsoft Excel PowerPivot
Data Visualization
Microsoft Power BI
SQL
Microsoft Power BI Data Visualization
Data Analytics
Google Sheets
Data Cleaning
Business Intelligence
Sales Analytics
Market Analysis
Business Analysis
Qualitative Research
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