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Clients rate Trend Forecasters
Rating is 4.8 out of 5.
4.8/5
based on 2,469 client reviews
  • $65 hourly

    • 5.0/5
    • (31 jobs)
    I have been working in Supply Chain Management for over 17 years now. After all these years managing inventory, purchases, proper balance between not too much stock & no risk of stock out, one thing I have for sure: supply chain management it's a highly complex subject! It's a very challenging area, and what gives me more enthusiasm is to have something complex in my hands and make it look simple. And you are only able to do that when you fully understand the overall process and participants. I'm a very pragmatic person, and my top technical skills are problem-solving, planning & process optimization, organization, being careful with detail, and analytical skills. Merit recognition across the career for the professionalism and capacity of keeping processes efficient and straightforward. In what soft skills are concerned, I would outline the capacity of listening, understanding, and create empathy with others (no matter who they are). These skills, along with my integrity, made me grow up professionally in a way that I'm very proud of. I would be pleased to help you develop tools for measuring Supply Chain KPIs, such as Forecast Accuracy, Inventory Cost, Inventory Turn, Stock Out, ABC Classification, Replenishment Excel tool (and so on). Also, to create a simple visual Dashboard that would help you to understand how good your Supply Chain is and how it has been improving.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Supply Chain Management
    Supply Chain & Logistics
    Inventory Management
    Order Management
    Demand Planning
    Forecasting
    Logistics Management
    Microsoft Excel
    Purchasing Management
    English
    Portuguese
  • $85 hourly

    • 5.0/5
    • (274 jobs)
    I am an Australian Chartered Accountant with a B.Comm. and over 30 years accounting and tax law. I am a Xero Certified Advisor, Xero Gold Partner, BAS agent and ASIC agent. I offer a virtual Chief Financial Officer service and provide a complete bookkeeping, accounting, monthly reporting , BAS and taxation advice. I am a retired tax agent so I refer all my tax return work to my tax agent who does excellent, competitively priced work. My skills and expertise includes: • Balance sheet reconciliations and sorting out accounts for clients prior to completing and filing their quarterly BAS statements and income tax returns and frequently negotiate repayment arrangements with the Tax Office for tax debts, regularly achieving major reductions from previous repayment arrangements. • Converting manual records to Xero and doing Xero set up work. I aim to have my clients obtain a clear picture of how their business is travelling at any stage in the accounting year and to have a better understanding of their financial position. • Organising new company and Trust registrations and advising on the setting up of any businesses in Australia. I know how to navigate the maze of statutory, taxation, transfer pricing, intercompany charges and regulatory requirements to become operational. • Due diligence reports on potential acquisitions, preparing the financial statements for IPO prospectuses and have done forensic accounting and written reports to be submitted in Court evidence as an accountant expert for clients involved in Court action against their business partners. I have many excellent references, recent examples: 30 minute consultation Rating is 5 out of 5. Sep 30, 2024 - Sep 30, 2024 "The CPA You’d Trust Anywhere! If Elon Musk needed a CPA on Mars, Peter would be his top pick. Peter’s expertise, attention to detail, and problem-solving skills make him the the ideal financial strategist. Whether managing complex Earth-based accounts or preparing for Martian ventures, Peter delivers excellence with ease. Reliable, forward-thinking, and always calm under pressure—he’s the CPA you want by your side for any mission! $60.00 Fixed price 30 minute consultation Rating is 5 out of 5. Sep 28, 2024 - Sep 30, 2024 Outstanding Expertise with Unmatched Value Working with Peter has been an absolute game-changer for our business. His deep-rooted knowledge of accounting and business, combined with an old-school work ethic, sets him far apart from others in the field. His insights and advice have consistently surpassed that of consultants who charge 10x his fees. Peter doesn’t just deliver results—he provides a comprehensive understanding of the broader business landscape, integrating financial strategies with real-world business acumen. It's rare to find someone who can blend decades of experience with the modern complexities of today’s business environment. Peter’s ability to break down intricate financial details, while offering strategic guidance, is invaluable. If you’re looking for someone who goes beyond numbers and delivers solutions that drive results, I thoroughly recommend Peter without hesitation." less $60.00 Fixed price Financial advice statement for Commercial Lease Rating is 5 out of 5. May 30, 2024 - May 30, 2024 "Peter provided quality professional services, while also meeting our short time constraints. We would have no hesitation in enlisting Peter's services again or recommending him to others." $80.00 Fixed price Rating is 5 out of 5. Jul 6, 2021 - Aug 30, 2023 "Working with Peter has been an outstanding experience. Their in-depth knowledge combined with professionalism and promptness surpassed all my expectations. I felt confident in every decision made and was consistently impressed with the insights provided. If you're looking for top-tier expertise, I wholeheartedly recommend Peter." $12,480.80 $75.00 /hr 168 hours Rating is 5 out of 5. Tax Consultation for 1 hour Rating is 5 out of 5. 5.00 May 30, 2024 - May 30, 2024 "I couldn't be more satisfied with the consultation provided. Peter has demonstrated that he possesses an exceptional level of expertise and knowledge in the field of accounting." Feb 27, 2022 - Mar 13, 2023 "The best accountant on Upwork. Peter is extremely knowledgeable, highly experienced over many years, has excellent attention to detail, and explains complex topics in an easy to understand manner. Highly recommended!" $2,712.50 $75.00 /hr 36 hours "He made my project a top priority, single handedly renegotiated a large ATO debt to a small monthly payment where 3 other negotiators had previously failed."
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Forecasting
    Tax Law
    Forensic Accounting
    Due Diligence
    Cash Flow Statement
    Bank Reconciliation
    Cash Flow Analysis
    Intuit QuickBooks
    Microsoft Excel
    Balance Sheet
    Xero
  • $25 hourly

    • 4.9/5
    • (36 jobs)
    Do you like to play games? Ever lost track of score? Games are pointless without numbers. Business is an economic game. This is where I come into play. I keep and analyze scores, so that you can focus on winning the game. Being a Fellow Chartered Certified Accountant and financial analyst with 15 years of work experience (30,000 work hours) doesn't make me special. What makes me different is that I make difficult things easy and help you understand what your numbers are telling. So I solve the following problems for my clients: - Accounting / Bookkeeping - Fractional CFO - US Federal & State Tax Filings; Payroll - Sales Tax Filings - Diligence & Audit - Business Valuation / Equity Valuation - Investment Analysis / Stock Analysis - Forecasting / Projections - Budgeting & Variance Reporting Do you want to talk about your business with me? I am an avid listener and love to meet people.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Ecommerce
    Financial Audit
    Internal Auditing
    Financial Accounting
    Chart of Accounts
    Financial Analysis
    Financial Projection
    Business Valuation
    Bank Reconciliation
    Finance & Accounting
    Accounts Receivable
    Accounts Payable
    Intuit QuickBooks
    Bookkeeping
  • $60 hourly

    • 5.0/5
    • (10 jobs)
    I am currently providing project-based services as well as ongoing accounting services. There is no project too big or small, and I look forward to speaking with you to discuss your unique needs. I have been able to use my experience in corporate finance to help businesses with everything from building a business plan to pursue financing, creating forecasting models to manage cash flow, and managing ongoing bookkeeping needs. As a person who is motivated by numbers and financial analysis, there is nothing I love more than seeing my clients grow and gain control of their business's finances.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Forecasting
    Company Valuation
    Investment Strategy
    Financial Analysis
    Presentations
  • $95 hourly

    • 4.3/5
    • (23 jobs)
    I deliver sophisticated financial models and automated Excel solutions that have helped 100+ clients make data-driven decisions and streamline their operations. Expert in Excel, financial dashboard development, and automated reporting solutions. I have vast experience across a variety of business types including Private Equity, Banking, Real Estate, Fintech, and manufacturing to name a few. Specialized Skills: - Excel VBA/Macros - Financial Valuation Models - DCF Analysis - Private Equity Modeling - Real Estate Financial Analysis - Power BI/Data Visualization - Python/SQL I have successfully completed projects ranging from private equity valuations to real estate financial analysis, consistently earning 5-star reviews. I can teach you and your team Excel. After each lesson you will have skills that can be applied right away and make your workflow more efficient. I am confident that I can produce quality work for your firm/business/investment that is informative, mechanically streamlined, and aesthetically pleasing. I am passionate about what I do and love taking on new challenges.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Executive Summary
    Data Analysis
    Investment Banking
    Business Strategy
    Operations Analytics
    Real Estate Investment Assistance
    Financial Projection
    Business Plan
    Financial Analysis
    Company Valuation
    Forecasting
    Microsoft Excel
  • $175 hourly

    • 4.8/5
    • (29 jobs)
    With over 15 years of experience both on Wall Street and in Corporate Finance, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate work into easily digestible conclusions. Understanding what creates value and how to grow a profitable business allows me to help clients reach higher potential. I'm here to help you with all your finance needs to guide, scale, monitor, strengthen, and present your business. I have experiences ranging from serving as a fractional CFO for pre-revenue startups to assisting in financial strategy and reporting for multibillion dollar global businesses as well as advising management teams, board of directors, and investors on investment, M&A, fund raising, and valuation work. I have utilized these skills to help found two start-ups and now work as a financial consultant. My professional career and success has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Business Strategy • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow management, modeling, and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Business valuation • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Company, industry, and market research • Excel file and data cleanup, analysis, and visualization
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Financial Analysis & Valuation
    Cash Flow Analysis
    Cash Flow Modeling
    Strategic Planning
    Budget Planning
    Microsoft Excel
    Company Valuation
    Financial Projection
    Financial Modeling
    Operations Analytics
    Forecasting
    Financial Analysis
    KPI Metric Development
    Investment Research
  • $30 hourly

    • 4.7/5
    • (64 jobs)
    Welcome to my profile! I am a Top-Rated Plus consultant with extensive experience in supply chain management, logistics operations, warehousing, inventory management, and Brand Management. Maximize your brand's earning potential on AMAZON FBA by taking the first step towards certain success and setting yourself up for robust profits. CLAIM YOUR 𝐅𝐑𝐄𝐄 𝐏𝐑𝐎𝐃𝐔𝐂𝐓 𝐃𝐄𝐓𝐀𝐈𝐋 𝐏𝐀𝐆𝐄 𝐀𝐔𝐃𝐈𝐓 𝐚𝐧𝐝 𝐅𝐑𝐄𝐄 𝐏𝐏𝐂 𝐀𝐔𝐃𝐈𝐓 NOW. Allow a seasoned Amazon expert with over 5 years of 𝐏𝐑𝐎𝐕𝐄𝐍 𝐒𝐔𝐂𝐂𝐄𝐒𝐒 to manage your brand/account. Reap the benefits of tried and tested strategies that have consistently delivered results. Attention all ecommerce and supply chain enthusiasts! Your search for expert guidance in managing your operations ends here. As a consultant with a wealth of experience in supply chain management, logistics operations, warehousing, and inventory management, I am here to help you achieve your business goals. My mission is to streamline your processes, from inventory management and demand planning to global sourcing and logistics, and drive your success in the ever-evolving world of ecommerce. With over 4 years in the industry, I have a proven track record of building successful Amazon FBA brands and guiding more than 10 sellers to 6-figure success and beyond. My expertise in PPC and external traffic has helped numerous Amazon FBA sellers rank their products on the first page, securing top 5 positions. I have successfully launched over 25 products and am confident in my ability to help new and established products achieve high rankings. I have extensive experience working with small to medium-sized companies, startups, and Amazon aggregators, primarily based in the US and Europe, where I manage Amazon FBA brands. My focus is on streamlining operations and maximizing sales through effective forecasting and ordering. I have worked with over 10 brands with annual gross sales exceeding 6-figure, utilizing eCommerce platforms such as Amazon. These models encompass a wide range of aspects, including forecasting, budgeting, procurement, production, and distribution. Maximize your business potential with my comprehensive support in building and scaling your supply chain systems. I am equipped to assist with all aspects of e-commerce business operations management. With expertise in Amazon Seller Central, NetSuite as well as managing 3PL warehouse inventory and fulfillment centres, I am equipped to handle every aspect of your supply chain, from sourcing and imports to global shipping and distribution planning. As an end-to-end Amazon FBA business manager and specialist in warehouse and inventory management, I am dedicated to streamlining your inbound, outbound, and cross-border logistics operations. I can help YOU with: ✅ Expert support for e-commerce business operations management. ✅ Skilled in utilizing Amazon Seller Central and ERP systems such as NetSuite. ✅ Effective management of 3PL warehouse inventory, fulfillment centres, and overall fulfillment. ✅ Comprehensive sourcing, imports, and local purchasing management. ✅ Specialized in global shipping, covering regions including the USA, Canada, and Europe. ✅ Full-service Amazon FBA business management. ✅ Proficient in warehouse and inventory management. ✅ Streamlined logistics management for inbound, outbound, and cross-border operations. ✅ Distribution Planning Management ✅ Comprehensive planning for budgeting, procurement, production, and distribution. With my advanced analytical, planning, and organizational abilities, I am equipped to tackle projects independently. I take a practical approach to project completion, providing a realistic timeline and a comprehensive plan for the process. As a supply chain enthusiast, I recognize the significance of having a well-organized and smooth-running operation for your business to flourish. I aim to assume the responsibilities of your operations, freeing you up to focus on other areas and helping you reach your business objectives. Let's work together to simplify your operations and reach your desired outcomes. Ready for a skyrocket in your e-commerce success? 100% satisfaction guarantee when you work with me. Schedule a free call today to optimize your ecommerce operations & achieve success. Limited spots available, book now!
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Forecasting
    Google Sheets Automation
    Oracle NetSuite
    Microsoft Excel
    Amazon FBA
    Amazon Seller Central
    Inventory Management
    Product Launch Plan
    Demand Planning
    Ecommerce
    Third-Party Logistics
    Product Launch
    Google Sheets
    Logistics Management
    Amazon
  • $55 hourly

    • 5.0/5
    • (218 jobs)
    ✅ 🔻TOP-RATED PLUS🔻 freelancer on UpWork ✅ Senior Power BI Developer ✅ 200+ BI Dashboards Delivered ✅ Microsoft DA-100 Certified Power BI ✅ 150+ Happy Clients Globally :) I brainstorm, develop and deliver BI DASHBOARDS & REPORTS. I specialize in assisting Mid-Sized to Large companies in building their Analytics and Automation Infrastructure. My top two priorities are "Client Satisfaction" and "On-time delivery" . Data Visualization Tools: ✅ Power BI / Power BI, DAX, M-Language, Power Query ✅ Tableau ✅ Google Data Studio I can help you with: ✅ Different Dashboard (KPI Dashboard, Sales Dashboard, Profit/Loss Dashboard). ✅ Storytelling, Presentation. ✅ Improving existing Dashboard. ✅ API integration I am a BI Consultant ( + Data Science Knowledge ) with 5+ years of industry experience and working on discrete analytics tools, integrating multiple on-premises and cloud data sources using standard, custom connectors or REST API's and publishing the dashboards to cloud service. Please reach out to me to solve Power BI, Data Visualization, and Data Analytics related Business problems. Please reach out to me for any assignment on Power BI, Microsoft PowerBI, Microsoft Power BI, SQL Server, Tableau, Data Analytics, Excel, Data Visualization, Expert, Quick Turnaround, Urgent, Data Visualization, Data Analytics. Keywords:- Microsoft Power BI, Dashboard, Report, Business Intelligence, ETL, ETL pipeline, Data Visualization, Data Analytics, Power BI Reporting, Power BI dashboards, Microsoft PowerApps, Microsoft Power Automate, Data Warehouse, Report Design and Visualization, Dashboard development, Data Scientist, Sales, Finance, Marketing, Executive, HR, Azure, NetSuite, AWS, Salesforce, QuickBooks, Xero, Zendesk, Spiro, Tableau, BI Developer, Excel, SQL, Google Analytics, Google Ads, Pardot, Facebook, Instagram
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Microsoft Power Automate
    Business Analysis
    Microsoft Power BI Development
    Forecasting
    Data Analytics & Visualization Software
    Microsoft Power BI Data Visualization
    Data Analysis
    Tableau
    Statistical Analysis
    Microsoft Power BI
    Dashboard
    Looker Studio
    Data Visualization
  • $250 hourly

    • 4.9/5
    • (37 jobs)
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • $40 hourly

    • 4.8/5
    • (79 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 Trend Forecasters
    Cryptocurrency
    Business Plan
    Startup Consulting
    Management Consulting
    Financial Modeling
    CPA
    Data Analysis
    Microsoft Excel PowerPivot
    Xero
    Intuit QuickBooks
    Bookkeeping
    Internal Control
    Account Reconciliation
  • $55 hourly

    • 4.8/5
    • (113 jobs)
    A Highly Skilled and Top Rated Financial Analyst & Excel Expert for the past 4 years at Upwork. I have more than 7 years of experience in the field of Accounting and Finance. I have more than 5 years of experience in Financial modeling and Quick Books accounting, Further i have MBA major in Finance and have more than 7 years of experience in Advanced MS Excel. I have worked for several companies where my major responsibility were: ✔) Building Simple and Complex Financial Models Using Excel for Startup Businesses, Existing Private Companies and Public Listed companies ✔) Projecting financial statements based on assumptions provided by client/industry standards/historical trends ✔) Flexible Dashboard Development to control the whole model ✔) Highlighting micro & macro-economic changes that can significantly impact the profitability and other financial ratios of company ✔) Designing PowerPoint Presentations to support the models developed ✔) Other day to day tasks like financial statements conversion from PDF to Excel, Consolidating existing financial models At Upwork i have worked for more than 50 clients and developed 100+ fiancnial models for clients from USA, Australia, UK and KSA. I have also transformed large sets of data into meaningful and insightful information by using excel functions. I have more than 7 years of professional Experience in Advanced MS Excel. I have full command over MS Excel functions and features, can perform the following tasks with ease. ✔) Data Analysis (Sales, Financial, Marketing and HR Data Analysis) ✔) Dashboard Development ✔) Inserting Excel Formulas ( V-Lookup, H-Lookup, Simple Lookup, If Condition, Logical Tests, Sum-if, Count-if, Array, Index, IRR, NPV, PV, FV, Concatenation and many other functions ) ✔) Inserting Pivot Tables ✔) Interactive Charts Development ( Bar Chart, Thermometer Chart, Speedometer Chart, Line chart, Pie Chart, Area Chart, Waterfall Chart and many Other as per requirement ) ✔) Data Sorting, Splitting and Merging ✔) Duplicate Entries Removal and Highlighting ✔) Advanced data Filtration ✔) Macros Inserting ✔) Validating Data ✔) Locking and protecting cells ✔) Automating the excel sheet ✔) Use of Developer Tools ✔) Conditional Formatting I am not limited to perform the above mention tasks, can perform many other complex tasks as well, through the combination of different functions in MS Excel. I pursue problem solving & Analytical Skills, always try to find innovative solutions to problems that can be helpful in future as well, I am a quick learner have urge to learn new things, very good with numbers & numerical analysis, ability to find required data through internet research. I am pleased to offer my help. Thank You! Regards, Waqar Afzal
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Salesforce
    Automation
    Forecasting
    Financial Analysis & Valuation
    Google Sheets
    Budget Planning
    Looker Studio
    Microsoft Office
    Data Analysis
    Financial Modeling
    Microsoft Power BI
    Microsoft Excel
    Financial Accounting
    Intuit QuickBooks
  • $19 hourly

    • 5.0/5
    • (4 jobs)
    I am a financial expert with great background acumen in Forecasting Budgeting and Financial modeling. I do have good experience working with large teams and being a leader for small to medium groups.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    SAP
    Logistics Coordination
    Sales & Inventory Entries
    Project Accounting
    Microsoft Power BI
    Microsoft Office
    Forecasting
    Financial Planning
  • $60 hourly

    • 5.0/5
    • (12 jobs)
    For your start-up, project, or business, I can assist you in creating all the financial information you require. This implies the following: -I can put your business' strengths into a financial model. -I can convert your expectations into solid statistical projections. -I specialize in conducting Monte Carlo simulations for comprehensive risk analysis and decision-making. -I'll give you a financial diagnosis of your business in terms of profitability, leverage, liquidity, and efficiency. -If you are interested in selling your business shares, I can provide you with a price guide. -If you wish to obtain a loan from a bank, I can provide you with all the information that they require. For the last few years, I have worked as a consultant for the two biggest development banks in the Americas. My latest consultancy with the Development Bank of Latin America helped secure a $150 million loan. My most recent Upwork client wrote the following about me: “I would definitely get back in touch with Andrés for any financial modeling needs " If we meet for a few minutes, you'll know if I'm the one.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Microsoft Excel
    Financial Modeling
    Financial Model
    Investment Research
    Valuation
    Accounting
    Company Research
    Corporate Finance
    Business Modeling
    Finance
    Fundraising
    Forecasting
    Business Development
    Market Research
  • $250 hourly

    • 5.0/5
    • (178 jobs)
    🏆 "Highly recommended A+++” I help business leaders and teams to define and achieve their business financial goals. We do this with CFO Reviewed Financials™ to develop plans and review progress. 🔜 Message me to discuss your project/needs. As a consulting CFO who offers fractional CFO retainer options, I focus on building and implementing financial models/plans that guide business leaders in growing their business, and I provide support as needed. Most often, I help to: 1⃣ secure funding, 2⃣ grow efficiently, and 3⃣ engineer an exit. ▶️ We start with CFO Reviewed Financials™, where I analyze up to 60 months of the company’s income statements, balance sheets, and statements of cash flows. If available, we compare the results against previous forecasts and budgets. Next, I record my observations and generate visualizations of the data. From this, I prepare a report sharing my key insights and recommendations, including key performance indicators as appropriate. To help achieve your business financial goals, we meet monthly to discuss your CFO Reviewed Financials™, new opportunities, and other developments; and to determine the proper changes to implement. To help define and track progress against these goals, I build a Comprehensive Financial Model™ to develop forecasts and adopt them as budgets. All of this is tracked in your customized Financial Management Plan. My successes include: ✔ Secured $1 million pre-seed funding and co-founded innovation platform Ideator. ✔ Secured $500k seed round for medtech software startup 4D Healthware. ✔ Built the first financial model that enabled a healthcare payments company to raise $29.3 million in venture capital over four funding rounds. ✔ Built the first financial model and supported negotiations for $1 million growth funding for an NIH backed biotech startup. ✔ Developed and landed supply chain funding strategies for adtech startup Promo Drone. ✔ Expanded multinational commercialization and closed $10 million seed funding for fintech Paybook/Syncfy. ✔ Led the capital raise process to secure $20 million in expansion funding for 3D printer manufacturer UNIZ Technology. ✔ Turned around the financial operations and recalibrated growth for digital marketing agency O8. ✔ Turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit. ✔ Restructured corporate financing and increased net profit margin by 9%, ROA by 1%, and ROE by 11% for medical device distributor CITIZEN Healthcare. ✔ Improved financial reporting, planning, and analysis for a $15 million real estate services firm. ✔ Improved financial reporting, planning, and analysis for nationwide restoration services company HomeCleanse. ✔ Corrected financial reporting for a $130 million international distributor of consumer products. ✔ Strengthened financial management and led a $10 million private equity owned consumer products brand to profitability. ✔ Overhauled financial reporting and led a tax-free reorganization to save more than $250k in taxes and professional fees for a $25 million global ecommerce company. ✔ Cured statutory deficiencies and flipped a Swiss regulated payments company into a new US holding company. ✔ Established financial systems and supported the negotiation and sale of a telehealth startup for $5 million plus contracts. ✔ Built the financial model that enabled the IPO for American Brewing Company. ✔ Built the financial model and supported negotiations for the sale of an insurtech startup to a nationwide law firm. 🏆 “Jeremy is one of the best professionals I’ve ever worked with. He supported our fast growing startup as our fractional CFO from our first customer all the way to our acquisition.” – Sina Arham, Co-Founder at Fridays 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” – Parker Harris, Founder & President at Junto Global 🏆 “In his practice he leverages [his] experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” – Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “His guidance has been invaluable as we scale, and he's been a great person to work with—always approachable and on point.” – Josh Leonardi, Co-Founder at BALTINI 🏆 “I can't imagine how my startup would have looked like without Jeremy being involved in every financial aspect of the company.” – Bishoy Mikhael, Founder and CEO of The Pay Holding Company My management consulting services include: ✴ Consulting CFO (hourly and project) ✴ Fractional CFO (retainer) ✴ Financial Modeling ✴ Forecasting & Budgeting ✴ Financial Planning & Analysis ✴ Financial Management ✴ Cash Management ✴ Management & Board Reporting ✴ Investor Presentations / Pitch Decks / Pitchbooks ✴ Fundraising Support ✴ Business Plans ✴ KPI Development ✴ Supply Chain Planning and Optimization ✴ Turnarounds ✴ Strategy Advisory ✴ Executive Coaching
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • $45 hourly

    • 5.0/5
    • (205 jobs)
    With experience from 200 completed projects, including helping a client successfully raise $1.4 million in funding through a custom financial model, I develop tailored financial solutions to meet your business needs. Whether you are a startup or an established company, I can translate your business idea into a comprehensive Excel model. What I Can Do for You: • Excel Financial Models: Transform your business concepts into dynamic models, whether top-down or bottom-up, based on your preference. • Business Valuation: Utilizing DCF, venture capital, and market comparables methods. • Investor Engagement: Help you capture investor interest by showcasing your business potential. • Ongoing Support: Beyond project completion, I offer continuous support to ensure the models meet your evolving business needs. • Integration with QuickBooks/Xero: Integration of your accounting data for continuous rolling forecasts. My Approach: • Listening and Understanding: I start by understanding your business model and goals, ensuring that every aspect is captured in the financial model. • Dynamic and Custom Solutions: I create advanced, dynamic models to solve your specific challenges. Test all kinds of scenarios by editing simple inputs and review results with dynamic dashboards. • Diverse Sector Experience: From macadamia nut farming to hardware-as-a-service, I have worked with a variety of industries, providing tailored financial insights. The key goal is to develop the optimal solution for you. Since every company and business is unique, my focus is on actively listening to you. By understanding each aspect of your company and every objective you have, I can develop a clear path to achieve them. Let's collaborate to drive your business to success! Here’s what my clients have to say: • “Nemanja is all around terrific. He works super fast, is super responsive, and is super creative. No mistakes ever. He helped us build a very complicated integrated financial model... Nemanja is one of the top 1% modelers I have worked with in the last 20 years.” – E-commerce Startup Founder, Ex-Investment Banker • “Nemanja worked closely with me to create an advanced financial forecast on Excel... I pitched several investors and successfully received commitment for tens of thousands of dollars in angel investment!” – Startup Founder
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Valuation
    Forecasting
    Startup Company
    Financial Analysis
    Financial Analysis & Valuation
    Startup Consulting
    Cash Flow Modeling
    Cash Flow Analysis
    Business Modeling
    Financial Modeling
    Financial Planning
    Company Valuation
    Pro Forma Statement
    Financial Report
  • $100 hourly

    • 5.0/5
    • (3 jobs)
    Climate, sustainability, and finance professional with 25+ years of advisory experience in both private and public sectors. Track record in the delivery of consulting assignments involving multidisciplinary and geographically dispersed teams. Focus on the transition to a low carbon economy while managing risks, capitalizing on opportunities, and enabling corporations, start-ups and non-profits play a central role in addressing our climate and sustainability challenges. Skilled in: • ESG • Advisory • Sustainable finance • Climate • Carbon strategy • Risk management Currently working as fractional CFO in the scale-up of a carbon capture technology, in the launch of a novel AI-powered recycling business, and in the procurement of non-forestry carbon credits for an European government. Past work has focused on climate strategy, capital raise for Fintech in the ESG space, SDG financing mechanisms, TCFD, climate project origination, municipal finance, financial infrastructure, sustainable insurance, and public policy. SASB and GRI trained with FSA certification under way. Visiting Scholar in the Institute of Environment at Florida International University and Advisory Council Member at WRI, World Resources International.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Sustainability
    Management Skills
    Financial Risk
    Finance
    Clean Technology
    Climate Science
    Risk Assessment
    International Development
    Investment Portfolio Review
    Business Management
    Business Development
    Management Consulting
    Strategy
  • $40 hourly

    • 5.0/5
    • (111 jobs)
    Great Opportunity to Outsource: Are you considering outsourcing your work? I'm pleased to offer my services at a highly competitive rate for engagements exceeding 60 hours. Let's collaborate and create something great together! With over 6 years of extensive experience in commercial real estate finance, my focus lies in expertly underwriting and assessing valuations across diverse property types, including multifamily, retail, office, industrial, and hotels. I have a proven track record of successfully performing commercial asset valuation and underwriting totaling over US$250 billion for more than 250 properties. My core competency lies in financial modeling, encompassing projections, sales and rent comparable analysis, sensitivity analyses, and waterfall analysis. I possess advanced skills in building dynamic financial models in Excel with minimal input requirements. Additionally, I excel in conducting thorough market research, submarket analysis, and generating valuable comparable data. Proficient in industry tools such as CoStar, CREXI, LoopNet, Apartment.com, Rentometer, and various real estate sites, I also have preliminary knowledge in Argus run and can effectively integrate ARGUS extraction into financial models. As a seasoned freelancer on Upwork, I've built a strong reputation for delivering high-quality work and aiding investors in achieving their commercial real estate investment objectives. My services extend to underwriting, financial modeling, lease abstracting, pitch deck creation, and comprehensive market research. Let's connect to explore how I can assist you in reaching your commercial real estate investment goals. Skills: • Commercial real estate underwriting • Financial modeling • Ground-up Development Analysis • Lease abstracting/Estoppel Review • Thirds Party Reconciliation (PCA, ESA, Zoning, Survey, Appraisal, Seismic) • Business plan/investment memo writing • Comparative market analysis • Cash flow and rent roll modeling • Market and submarket analysis (CoStar, CREXI, Apartment.com, etc.) Feel free to reach out with any inquiries or to schedule a consultation. I'm enthusiastic about supporting you in your real estate endeavors.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    PDF Conversion
    Triple Net Lease Agreement
    Lead Generation Analysis
    Real Estate Appraisal
    Underwriting
    Due Diligence
    Argus
    Commercial Lease
    Financial Modeling
    Financial Analysis
    Real Estate
    Invoicing
    Cash Flow Analysis
    Microsoft Excel
  • $120 hourly

    • 5.0/5
    • (18 jobs)
    I’m happy to help with any needs relating to: - Financial modeling - Power BI & Power Query - Fractional CFO Services - Real Estate Analysis - ROI, IRR, NPV analysis - Monthly/Weekly cost tracking - Large data manipulation - Financial Systems Implementation - FP&A best practices
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    Analytical Presentation
    Financial Planning
    SAP Analysis
    Tableau
    Power Query
    Microsoft Power BI
  • $150 hourly

    • 4.5/5
    • (62 jobs)
    My name is Irv Williamson, and for the past 14 years, I have been helping small business owners better understand their businesses. I am a financial advisor who has successfully transitioned from Fortune 50 companies to smaller entrepreneurial organizations. With a mix of Controller and CFO skills, I show smaller companies how to integrate big company Finance and Accounting best practices without the big company bureaucracy. How am I different: - My services are affordable - fixed monthly fees starting at $2,000 - I provide full-time consulting services and do not treat this as a "side gig." - I have experience as a CEO, CFO, Controller, and Manager of Financial Planning and Analysis - I have successfully led the financial implementation of 9 ERP systems. - I have worked through 2 company exits, 2 Chapter 11 bankruptcies, and 4 financial turnarounds. - I have expertise with Power BI to automate reporting and analysis. What is my experience? - 7 years Controller, and Financial Analyst with two $40+ Billion companies - 21 years CFO with $10 to $100 million Private Equity, Family-Owned and Entrepreneurial Businesses - 14 years of experience providing fractional and interim CFO services, first as a Partner at Tatum CFO (now Randstad CFO) and currently as the solo practitioner at Growth Guidance Solutions (GGS) - My deepest industry experience lies in: Tech/SaaS/eComm – Professional Services – Manufacturing – Construction - Staffing - Implemented 9 ERP systems How I can help? - Forecasting and budgeting - Power BI expertise in building financial analysis and dashboards - Financial planning and analysis - Demystify Amazon Business Central data and reports - Cohort analysis - Excel modeling - 3 statement econometric models - KPI development and reporting - Managing accounting and bookkeeping staff - Speedy Month-end close best practices - Big Data trend analysis - Reporting gross profit by customer, employee, and service offering - Implementing profit improvement programs - Crisis management - ERP systems integration and optimization - Cash forecasting - Preparing for an exit - Conducting buy-side and sell-side due diligence - Securing financing - Optimizing QuickBooks - Full role fractional CFO or Controller
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Cost Variance Analysis
    Amazon FBA
    Pricing Strategy Consulting
    Cash Flow Modeling
    Financial Reporting
    Microsoft Power BI
    Shopify
    Inventory Management
    SaaS
    CRM Automation
    ERP Software
    Data Analysis Expressions
    Accounting Software
    Financial Analysis
    Accounting Principles & Practices
  • $90 hourly

    • 4.8/5
    • (188 jobs)
    🎓 Ex-KPMG Consultant | 𝐂𝐅𝐀® | CA | FRM® | Excel Ninja 🏆 𝐓𝐨𝐩 𝟑% of Freelancers on Upwork | 𝟏𝟎𝟎% Job Success Score 📜 𝟏𝟖𝟎+ Financial Modeling Jobs Completed |⏳ 𝟖+ Years of Experience 𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡:- I specialise in creating financial models that don’t just crunch numbers but tell the story of your business. None of my models are the same — each one is custom-built to fit the specific needs of the client and their business. This is why my clients rely on my models daily to assess the impact of key decisions. For me, a financial model isn’t just a formality to raise finance; it’s a written story of your business, told through numbers. 𝐌𝐲 𝐏𝐫𝐨𝐜𝐞𝐬𝐬:- I follow a clear, step-by-step approach to ensure that your financial model is tailored to your business's specific needs and delivered with the highest quality. ➤ I begin with a call to fully understand your business and financial needs. ➤ We finalise the scope, timeline, and cost, ensuring clear expectations. ➤ I gather all necessary documents and ensure I fully understand your business before starting. ➤ I deliver the first draft and a Loom video walkthrough to explain the model. ➤ I make any updates based on your feedback and don’t close the contract until you’re fully satisfied. ➤ Even after the contract is closed, I’m available for future updates. Expect a reply within a day, even if you reach out after a year. 𝐖𝐡𝐨 𝐈 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡: I specialise in working with clients who need expert financial modelling to drive their business decisions. My primary clients include: ➤ Startups & Entrepreneurs – I help new ventures secure funding and validate business ideas with investor-ready financial models tailored to their needs. ➤ Investment Firms & Private Equity – I provide in-depth financial analysis, risk assessment, and ROI modelling to guide smart investment decisions. ➤ Real Estate Developers & Investors – My expertise in building detailed pro forma models ensures successful property developments and investment outcomes. ➤ Corporate Finance Departments – I offer precise budgeting, forecasting, and financial planning to support corporate growth and decision-making. ➤ Consulting Firms – I partner with consultants to deliver bespoke financial models that support mergers, acquisitions, and other strategic initiatives. Whether you’re raising capital, managing investments, or optimising your financial planning, I can craft custom financial solutions to meet your needs. 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐓𝐫𝐮𝐬𝐭 𝐌𝐞:- ❖ "Neeraj’s financial model provided the clarity we needed to raise capital. His attention to detail and understanding of our business was impressive." - 𝑱𝒂𝒓𝒆𝒅 𝑺𝒂𝒓𝒃𝒊𝒕, 𝑪𝑬𝑶 (𝑷𝒊𝒄𝒕𝒖𝒓𝒆 𝑷𝒆𝒓𝒇𝒆𝒄𝒕 𝑪𝒍𝒆𝒂𝒏𝒊𝒏𝒈) ❖ "The model Neeraj built is one I use every day. His efficiency and expertise make him a fantastic partner for financial modelling." - 𝑹𝒂𝒎𝒕𝒊𝒏 𝑵𝒊𝒌𝒛𝒂𝒅, 𝑪𝒐-𝑭𝒐𝒖𝒏𝒅𝒆𝒓 (𝑭𝒐𝒓𝒕𝒓𝒆𝒔𝒔 𝑷𝒓𝒆𝒔𝒆𝒏𝒕𝒔) 𝐋𝐞𝐭’𝐬 𝐃𝐢𝐬𝐜𝐮𝐬𝐬 𝐇𝐨𝐰 𝐈 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬:- 💬 Send me a message today, and we’ll discuss how I can tailor a financial solution to meet your business needs. 𝑵𝒐𝒕𝒆:- 𝑰 𝒘𝒐𝒓𝒌 𝒊𝒏𝒅𝒆𝒑𝒆𝒏𝒅𝒆𝒏𝒕𝒍𝒚, 𝒔𝒐 𝒚𝒐𝒖'𝒍𝒍 𝒂𝒍𝒘𝒂𝒚𝒔 𝒌𝒏𝒐𝒘 𝒘𝒉𝒐 𝒉𝒂𝒏𝒅𝒍𝒆𝒔 𝒚𝒐𝒖𝒓 𝒑𝒓𝒐𝒋𝒆𝒄𝒕 𝒂𝒏𝒅 𝒘𝒉𝒂𝒕 𝒚𝒐𝒖 𝒑𝒂𝒚 𝒇𝒐𝒓.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Business Analysis
    Financial Accounting
    Business Valuation
    Balance Sheet
    Company Valuation
    Financial Planning
    Financial Projection
    Financial Analysis
    Valuation
    Pro Forma Statement
    Forecasting
    Financial Report
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Modeling
  • $16 hourly

    • 4.5/5
    • (16 jobs)
    Hello, I'm 𝐇𝐢𝐧𝐚 😊, a 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 𝐏𝐥𝐮𝐬 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 and 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 with proven expertise across various financial roles and industries. Whether you need a dedicated bookkeeper for income tracking, an experienced controller for day-to-day accounting, or an accountant skilled in eCommerce platforms like Amazon, Shopify, and Etsy, I’m here to support your business’s unique financial needs. I have 𝟏𝟐 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, I’ve helped businesses handle everything from back tax filing to accounting migrations and monthly bookkeeping. ✔ 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗜 𝗢𝗳𝗳𝗲𝗿: ❖ Comprehensive Bookkeeping Assistance ❖ Income and Expense Tracking for Companies ❖ Past-Year Bookkeeping and Tax Filing ❖ Small Business and QuickBooks Accounting ❖ Accounting Migration and Cloud Setup ❖ Day-to-Day Financial Control (Part-Time Controller) ✔ 𝐄𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 & 𝐂𝐥𝐨𝐮𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠: ❖ Specialized eCommerce Accounting for Amazon, Shopify, Etsy ❖ Tailored Cloud Accounting Services for Global Reach ❖ Seamless Integration for Remote Bookkeeping 🛠️ 𝐒𝐤𝐢𝐥𝐥𝐬: ✅ Certified in QuickBooks & Xero ✅ Tax Filing and Compliance ✅ Financial Reporting & Cash Flow Analysis ✅ Accounts Payable and Receivable Management ✅ Excel Proficiency for Custom Financial Models ✅ Certified Bookkeeping & Accounting ✅ Income & Expense Tracking ✅ Tax Preparation & Compliance ✅ Financial Statement Preparation ✅ Accounts Payable/Receivable Management ✅ Payroll Processing & Reporting ✅ Accounting Migration & Cloud Setup ✅ eCommerce Accounting (Amazon, Shopify, Etsy) ✅ Controller Services (Day-to-Day Accounting) ✅ Financial Analysis & Cash Flow Management ✅ Budgeting & Forecasting ✅ Audit Support & CPA Collaboration 📊 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞? ⭐ Vast Industry Experience: I’ve served clients in sectors including eCommerce, global trading, tech, property management, and small business. ⭐ High-Level Accounting Expertise: From boutique CPA firms to senior accounting roles, I am skilled at both hands-on accounting and financial strategy. ⭐ Client-First Approach: I’m dedicated to delivering results that meet your goals and foster long-term success. 💬 Available to work flexible hours and support your accounting needs! Let’s connect to ensure your financial processes are efficient, accurate, and compliant. 𝐓𝐡𝐚𝐧𝐤 𝐘𝐨𝐮 😊
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Bank Reconciliation
    Financial Accounting
    Cash Flow Statement
    Xero
    Financial Analysis
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Financial Reporting
    Tax Preparation
    Accounting
    Bookkeeping
    QuickBooks Online
  • $275 hourly

    • 5.0/5
    • (33 jobs)
    Edward Sapp is a real estate investment consultant with 7+ years of experience in real estate. Experienced: 7+ years in commercial real estate, including roles as Vice President in Investments and PM at Brookfield and Investment Banker at Credit Suisse Broad Exposure: Worked across asset classes (Multifamily, Retail, Self Storage, Office, Life Science, Student Housing) and strategies (loan workouts, M&A, public and private LBOs, portfolio management). Deal Experience: First-hand experience on large-scale and asset-level equity transactions, including: $11.4B Public Buyout and Privatization of Multi-Sectored, 100+ Property National REIT, $3.5B Sale of Life Science Portfolio to Sponsor, $1.2B Sale of Self Storage to Sponsor, $27.5B PM of Luxury Retail REIT Negotiator: Skilled in negotiating loan workouts for Brookfield's extensive retail portfolio, representing the firm in discussions with relationship lenders and special servicers Strategic & Analytical: Excel Modeling expertise, ranging from back-of-envelope calculations to complex 200+ asset corporate models for major portfolio companies. Capable of building and adjusting cash flow waterfalls with various return structures and distribution scenarios. Able to deliver advanced analysis within tight turnaround timelines. Data-Driven: Proficient in data mining, data visualization, and the use of software languages such as Python for real estate market analysis. Market Analysis: Developed national investment theses and ranking systems for real estate micro-markets using top-down data analysis and market trends from platforms such as Green Street, CoStar, Placer, REIS, AxioMetrics, US Census, RedIQ, Bloomberg, and more. Entrepreneurial: Adaptable and driven, seeking interesting projects of any size to apply my skills and knowledge in the real estate industry
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Portfolio Performance Modeling
    Mergers & Acquisitions
    Valuation
    Accounting Basics
    Real Estate Financial Model
    Real Estate Acquisition
    Real Estate
    Acquisitions
    Due Diligence
    Capital Markets
    Investment Research
    Investment Banking
    Asset Management
    Portfolio Management
    Real Estate Investment Assistance
  • $45 hourly

    • 4.8/5
    • (215 jobs)
    ✨ 16+ 𝒀𝒆𝒂𝒓𝒔 𝒐𝒇 𝑬𝒙𝒄𝒆𝒍𝒍𝒆𝒏𝒄𝒆 | 1500+ 𝑪𝒍𝒊𝒆𝒏𝒕𝒔 𝑺𝒆𝒓𝒗𝒆𝒅 𝑾𝒐𝒓𝒍𝒅𝒘𝒊𝒅𝒆 ✨ Welcome! I’m a seasoned financial and corporate services consultant offering a diverse range of solutions, from financial modeling and business planning to corporate services and company formation. With over 16 years of experience and a global client base, I’m here to help businesses succeed. 🟢𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐌𝐞? 🔸 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆: Strategic guidance on budgeting, forecasting, cash flow management, and financial analysis for business growth. 🔸 𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴: Accurate and efficient financial record-keeping using tools like QuickBooks, Xero, and SAP. 🔸 𝗖𝘂𝘀𝘁𝗼𝗺 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀: Robust forecasts and scenario analyses tailored to your business. 🔸 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: Actionable, investor-ready business plans aligned with your goals. 🔸 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗥𝗲𝗮𝗱𝘆 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Engaging, data-driven presentations to secure investor interest. 🔸 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: ▪️ UAE company formation (Mainland & Free Zone) ▪️ VAT registration and compliance ▪️ PRO services for government liaison ▪️ Trademark registration and document processing 📌 𝐔𝐀𝐄 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐅𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 (𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝 & 𝐅𝐫𝐞𝐞 𝐙𝐨𝐧𝐞) We assist businesses in seamlessly registering their companies in 𝗯𝗼𝘁𝗵 𝗠𝗮𝗶𝗻𝗹𝗮𝗻𝗱 𝗮𝗻𝗱 𝗙𝗿𝗲𝗲 𝗭𝗼𝗻𝗲 in the UAE. ▪️ 𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: Ideal for businesses targeting the local UAE market, with unlimited access to government tenders and contracts. ▪️ 𝐅𝐫𝐞𝐞 𝐙𝐨𝐧𝐞 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐅𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧: We partner with all major UAE Free Zones, including: ▪️ Meydan Freezone ▪️ Dubai Multi Commodities Centre (DMCC) ▪️ Jebel Ali Free Zone Authority (JAFZA) ▪️ International Free Zone Authority (IFZA) ▪️ Sharjah Publishing City Free Zone (SPC Free Zone) ▪️ Ajman Free Zone (AFZ) ▪️ Fujairah Free Zone (FFZA) ▪️ Ras Al Khaimah Economic Zone (RAKEZ) 📌 𝐊𝐞𝐲 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: ⦿ Tax & VAT Compliance ⦿ QuickBooks & Xero Certified Expert ⦿ Financial Planning & Analysis (FP&A) ⦿ Budgeting & Forecasting ⦿ Financial Reporting & Cash Flow Management ⦿ Business Plan Development ⦿ Market Research & Strategic Analysis ⦿ Valuation & Scenario Analysis ⦿ Payroll & Tax Preparation Support 🏭 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐒𝐞𝐫𝐯𝐞𝐝: I have extensive experience across a range of industries, including: ⦿ E-commerce (Amazon, eBay, Shopify, etc.) ⦿ Real Estate & Property Management ⦿ Technology & SaaS ⦿ Healthcare & Biotech ⦿ FinTech & Financial Services ⦿ Consumer Goods & Retail 📈 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬: 🔹 $100M+ raised for startups and businesses through strategic financial modeling and pitch deck development. 🔹 95% success rate in securing investor meetings and funding. 🔹 1,000+ clients worldwide, with over 500 positive reviews and a consistent 5-star rating. 💬 𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 ⭐⭐⭐⭐⭐ “This was our first time working together, but it was so easy to get started and Sadaf quickly understood our targets and accommodated the way we work. She was extremely patient with our continuous change in deliverables, worked hard to meet our expectations and often suggested how we could improve our work and make the project more efficient. Well skilled in her profession and an absolute pleasure to work with.” — 𝑳𝒂𝒓𝒔 𝑵𝒂𝒓𝒇𝒆𝒍𝒅𝒕, 𝑪𝑶𝑶 ⭐️⭐️⭐️⭐️⭐️ "Sadaf was above & beyond what we could’ve asked for! I will certainly hire her again, and will recommend her to anyone I can! Her and her team’s quality of work is excellent, and she gets things done very quickly. She is very engaging, and responsive, there for our every beckon call. She spent nearly an hour on a phone call with us to go over the numbers and helped us brainstorm some new numbers when we needed them. Amazing, incredibly talented professional – you will be doing yourself a big favor if you hire her!! 🙂" — 𝑬𝒎𝒎𝒂 𝑺á𝒏𝒄𝒉𝒆𝒛 𝑨𝒏𝒅𝒓𝒂𝒅𝒆 𝑺𝒎𝒊𝒕𝒉, 𝑪𝒐-𝑭𝒐𝒖𝒏𝒅𝒆𝒓 ⭐️⭐️⭐️⭐️⭐️ "Excellent and professional approach and I am happy with the results. The working with team Oak Consultant was wonderful and all assignments were completed with lot of energy and professionalism by members of the team." — 𝑳𝒂𝒍𝒊𝒕 𝑽𝒊𝒅𝒉𝒂𝒏𝒊, 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒏𝒕 📝 𝑳𝒆𝒕'𝒔 𝑪𝒐𝒍𝒍𝒂𝒃𝒐𝒓𝒂𝒕𝒆! Are you ready to elevate your business with expert financial guidance? Whether you need ongoing accounting support, a detailed financial model, or a strategic business plan, I’m here to help you succeed. Let’s set up a call and explore how my services can contribute to your success. 📞 𝑩𝒐𝒐𝒌 𝒂 30-𝑴𝒊𝒏𝒖𝒕𝒆 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒕𝒊𝒐𝒏 𝑻𝒐𝒅𝒂𝒚!
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Financial Accounting
    Business Valuation
    Financial Modeling
    Market Analysis
    Pitchbook
    Startup Consulting
    SaaS
    Microsoft Excel
    Business Process Modeling
    Xero
    Cost Accounting
    Venture Capital Consulting
    Business Plan
    Financial Analysis
  • $69 hourly

    • 4.7/5
    • (82 jobs)
    Are you a startup looking to raise funds for your unique business idea? Or a business looking for a simple solution to a complex problem in Excel? Or perhaps, need help turning bland data into visually stunning and insightful dashboards? I am here to make it all happen! 👍 I am a no-nonsense Top-rated PLUS 🏆 professional, my skill mix is all about getting stuff done and I am here to transform your ideas into reality! # I offer high-quality services with a minimum engagement fee of $𝟭𝟬𝟬𝟬, This ensures that I can dedicate the necessary time and attention to each project and deliver world-class service! 𝙄𝙣𝙞𝙩𝙞𝙖𝙡 𝙘𝙤𝙣𝙨𝙪𝙡𝙩𝙖𝙩𝙞𝙤𝙣𝙨 𝙖𝙧𝙚 𝙖𝙡𝙬𝙖𝙮𝙨 𝙛𝙧𝙚𝙚! 𝙋𝙡𝙚𝙖𝙨𝙚 𝙘𝙤𝙣𝙩𝙖𝙘𝙩 𝙢𝙚 𝙩𝙤 𝙙𝙞𝙨𝙘𝙪𝙨𝙨 𝙮𝙤𝙪𝙧 𝙥𝙧𝙤𝙟𝙚𝙘𝙩 𝙖𝙣𝙙 𝙜𝙚𝙩 𝙖 𝙛𝙧𝙚𝙚 𝙌𝙪𝙤𝙩𝙚! ❇️𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 "I am a 'Top-Rated' Financial Modeling Expert with nearly 20 years of experience in Management Consulting, Investment Banking, Equity Research and Valuation roles. Of my total experience, in the last 10 years, I have exclusively worked as a startup consultant, working closely with business leaders, founders, and entrepreneurs, helping them raise funds for their dream projects to the tune of $400M+. In addition to that, I am highly passionate about Excel Automation and Visualization. I love solving complex problems in Excel and do my best to come up with simple solutions." ❇️𝗠𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 & 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 🔹Financial Modeling & Startup Consulting 🔹Excel Automation (Macros / VBA Programming) 🔹Excel Dashboard & Data Analysis ❇️𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 & 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 My forte lies in crafting exceptional financial models that go beyond the conventional financial models. What sets my work apart is its extraordinary flexibility, the models can be adapted to changing business environments and serve a range of analytical requirements. My models are robust, scalable, professionally formatted and well documented that drive results and facilitate successful fund raise. I am highly proficient in modeling complex business scenarios in Excel and have built numerous large-scale models like 6 lane highway development, Metro Rail project, multi country & multi-currency roll out for a large AI tech to name a few. Financial Modeling: - 3 Statement (Income statement / Balance sheet / Cashflow Statement) Model. - Highly structured detailed set of assumption for greater control on projects. - Scenario and sensitivity analysis. - Ratio & Key Metric Analysis ❇️ 𝗘𝘅𝗰𝗲𝗹 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 Let me help you & your team reclaim several hours of manual work each day! From automating manual tasks to building robust databases and efficient workflow systems, I am your go-to Excel wizard. I can help you take your Excel game to the next level! - Automate data analysis, reporting & and distribution. - Powerful optimization using VBA. - Powerful Excel Ribbon Customization. - Multi-level VBA form development. - Role based access to Excel sheets with multi-level user access controls. - Workflow systems right within excel! - And much more, you just have to ask, and I will play my magic! - ❇️ 𝗘𝘅𝗰𝗲𝗹 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 & 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 If you desire a visually stunning and interactive excel based dashboard, that not only displays the data but also allows user interaction, I’ve got you covered! I create captivating data visualizations that will leave a lasting impression! 🌟📈 My data visualization talents extend beyond Excel and I can work wonders in Looker Studio, and Google Data Studio. - Financial Dashboard - Excel Dashboard - Interactive Excel Dashboard - Performance Monitoring Dashboards - Executive / Management Dashboards - Data Analysis - Data visualization - Looker / Data Studio Dashboards ❇️ 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 My experience spans a wide range of industries, allowing me to bring a fresh perspective to each project. I have successfully served clients in: - SaaS Financial Models - FinTech Financial Models - E-Commerce Financial Models - Ed-Tech, LaaS, PaaS - Lending / Loans / FinTech Models - Professional Services – Small Businesses. - 3 statement (Income Statement, Balance Sheet, Cashflow) financial models. ❇️ 𝗠𝘆 𝗼𝘁𝗵𝗲𝗿 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 Fractional CFO Financial Analyst Financial Modeling Budgeting & Forecasting Financial Analysis and Planning Data Analysis Valuation Excel Financial Models Financial Reporting Variance Analysis Cash Flow Analysis Income Statement Projection / Forecast Cashflow Forecast / Projection Modeling Startup Consulting If you are looking for a reliable and expert freelancer. please get in touch! Let's Exlify your next project!
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Visual Basic for Applications
    Excel Macros
    Company Valuation
    Financial Projection
    Financial Analysis
    Pro Forma Statement
    Forecasting
    Balance Sheet
    Financial Reporting
    Real Estate Appraisal
    Startup Consulting
    Fundraising
    Financial Modeling
    Dashboard
    Microsoft Excel
  • $75 hourly

    • 4.9/5
    • (275 jobs)
    *******All Pricing customized to client's needs******* Business Consultant, Bookkeeper/Accountant, with 10+ years helping over 253 clients on Upwork --Quickbooks Certified --Cleanup Services/Catchup --Monthly bookkeeping --Performance Analysis --CPA Collaboration
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Accounting
    Bookkeeping
    Financial Statement
    Microsoft Excel
    Financial Modeling
    Forecasting
    Business Coaching
    Business Strategy
    Microsoft PowerPoint
    Business Plan Writing
    Product Analytics
    Marketing Strategy
    Finance & Accounting
    Financial Analysis
    Business Plan
  • $125 hourly

    • 5.0/5
    • (26 jobs)
    Over 25 years of experience creating actionable insights through the use of high level analytics to ensure well-informed decisions to grow company revenues and profitability. Strategic thinker who comes at a business problem holistically from a data collection and analytics perspective. Proven collaborator across a variety of functions from the C-suite to the heads of Marketing, Sales, Finance, Operations and IT. Broad experience working with companies of all size from Fortune 50 to Small Businesses in both Consumer and B-to-B markets in the telecommunications, retail, banking, manufacturing, animal health and professional services industries. Specialties: Sales and Marketing Analytics and ROI, Customer Segmentation and Behavior Analysis, Predictive Modeling and Data Mining, Forecasting, Business Software Consulting, Data Integration across software platforms. Technical with attention to detail, a continuous learner and curious thinker who understands that data is the key ingredient, but the secret sauce to business intelligence is the ability to interpret the data and communicate the story in a way that provides a competitive advantage.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    IBM SPSS
    SAS
    Data Analysis
    TIBCO Spotfire
    Survey Data Analysis
    Financial Analysis
    Forecasting
    HubSpot
    Analytics
    Predictive Analytics
    Salesforce CRM
    Tableau
    Microsoft Excel
  • $90 hourly

    • 5.0/5
    • (232 jobs)
    With 19 years of experience, I have honed my skills in developing robust Excel and Access programs using VBA. Throughout my career, I have successfully delivered tailored solutions to a diverse range of clients, including individuals and Fortune 500 companies. My expertise lies in creating sophisticated, user-friendly, and intuitive Excel and Access programs. I have a proven track record of automating tedious and complex processes, empowering businesses and individuals to enhance their productivity. Whether it involves building programs from scratch or expanding upon existing foundations, I am passionate about leveraging automation to streamline workflows and maximize efficiency. I am actively seeking opportunities to apply my expertise and create customized solutions that address specific needs. Let's collaborate to transform your Excel and Access processes into powerful and user-friendly automated systems, enabling you and your business to achieve higher levels of productivity.
    vsuc_fltilesrefresh_TrophyIcon Trend Forecasters
    Microsoft Access
    Microsoft Access Programming
    Spreadsheet Software
    Visual Basic
    Microsoft Excel
    Macro Programming
    Business Process Automation
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