CFA Level 3 and FRM Part 1 candidate. Working as a Researcher at Frankfurt University under E.U. ERASMUS program. I hold M.Sc. Accounting & Finance (Germany), MBA Finance (Istanbul). I have three years of experience as Research Analyst & Investment banker. And also worked as an investment analyst at Venture Capitalist firm. I have experience in financial analysis/valuation, financial modelling, econometrics, business plans, research projects and investment analysis My core competencies are - Financial modeling - Project Finance - Public Private Partnership - Private Equity - Financial analysis - Ratio analysis - Preparing Income statements, Balance sheets for small companies - Business/Investment valuation - Equity research & valuation - Assets valuation (CAPM, WACC, IRR, ROI, ROA) - Working with DCF/CF models - Generating financial projections for Startups - Budgeting and Forecasting - Statistical analysis (Time Series, Multivariate, Regression) - Event Study - Derivatives valuation and pricing - Scenario testing and sensitivity analysis - Customised Powerpoint presentations

Hello, My name is Alan and look forward to working with you! Most of my projects are normally a flat fee and the hourly rate is just a placeholder. Also feel free to look at my Google reviews by Googling "Potrus CPA." 🔍 Experienced Fractional CFO & Financial Expert Offering Comprehensive Solutions I am a seasoned CPA, Quickbooks Pro Advisor, and certified tax preparer with over 10 years of proven expertise in bookkeeping, accounting, tax prep/filing, tax planning, budgeting, and financial management. 📊 Services Offered: 1. Bookkeeping (Clean-up) & Accounting: Specializing in QuickBooks (clean-up and catch-up), XERO, Gusto, and more, while efficiently handling all your financial records. 2. Tax Planning: Precision-crafted tax strategies have consistently saved our clients tens of thousands of dollars in taxes, offering a financial shield while maximizing every available tax saving and tax credit possible. 3. Tax Preparation & Filing: Expertly navigate tax regulations to ensure compliance while optimizing your tax filing and strategy. 4. Financial Reporting: I create strategic financial plans for my clients and harness analytics to optimize your financial path. 5. Financial Analysis & Modeling: I possess a deep analytical acumen, providing insights through budgeting, forecasting, and financial modeling. 6. Data Management & Analysis: My expertise extends to data entry, web research, and generating insightful statistical reports. 🌐 Software Proficiency: QuickBooks Online/Desktop, XERO, Bill.com, Hubdoc, Docusign, SmartVault, Salesforce, Expensify, Tsheets, Google Sheets/Excel, and more. 💼 Industries Served: From startups to established companies, across diverse sectors and revenue ranges, I've successfully provided tailored financial solutions to clients worldwide. 🏆 Why Choose Me? Holistic Financial Expertise: I offer a one-stop financial solution by covering everything from bookkeeping to valuation to tax strategy/planning. Responsive & Communicative: My team and I are highly responsive and proactive in our collaboration to ensure clear and quick communication. Client-Centric: I ensure an approach personalized to your business and your goals. Proven Success: My contribution has led established companies to thrive and startups to raise significant capital while maximizing tax deductions through strategic tax filing and planning. Financial Reporting: I transform complex financial data into meaningful insights that pave the way for sustained growth. 📬 Contact Me: Contact me today so we can unlock your financial potential together. I look forward to assisting you with your financial needs.

As an associate member of The Institute of Chartered Accountants of India, I can help you with preparing financial statements, annual reports, projected financial statements etc for your company. I am Certified Quickbooks Online ProAdvisor. I have been providing various financial services since last 7 years, which includes but not limited to: 1. Bookkeeping and preparation of financial statements for companies in Singapore, USA and Canada. 2. Preparation and filing of GST and VAT returns with HMRC. 3.Preparation and filing of companies financial statements with the Companies House. 4. Preparing and filing Corporate Tax Returns for companies and individuals in Canada, Singapore and USA 5. Preparation of Reconciliation Statements for Banks,Credit Cards, Sales, Purchases, Debtors, Creditors etc. I have been using following accounting and taxation softwares to provide services: 1. Quickbooks Desktop 2. Quickbooks Online 3. ZOHO 4. Xero 5. Bookkeeper.in 6. Busy 7. Tally My aim is to provide an online platform to support small and medium businesses in their day to day compliance and to save their time that they can invest in their business.

- Ex-Banker. - 5 years of Financial Modeling experience - MSc in Finance | FRM and CFA level 1 - An Excel Ninja - Expert in financial data analysis and Academic research | Timeseries analysis | Correlation Analysis | Regression Analysis | Multivariate Analysis and Panel Data Analysis - Expert in guiding students in Finance related Coursework, assignments and Dissertation - Finance related Dissertation review and data validation | Referencing guide | proof reading | assisting in model development and interpretation of results. If you need help in your finance related coursework, assignments, or dissertation, I can quickly help you with these. Looking forward to connect ! Thanks,

I'm Mandeep, a Certified Chartered Accountant (CPA) from India, bringing over 10 years of comprehensive experience in finance and accounting to the table. My career is highlighted by expertise in financial controlling, meticulous accounting, and precise bookkeeping, complemented by a broad spectrum of knowledge in audit processes, compliance measures, and various finance-related tasks. What I can offer: Proficient use of leading cloud-based accounting platforms including Xero, QuickBooks Online (QBO), Wave, Reckon, Zoho, Sage and Odoo and all cloud based softwares Detailed bank reconciliations, chart of accounts preparation, and accounting data migrations. Efficient management of accounts payable and receivable, alongside expert depreciation accounting. Preparation of accurate financial statements, income and expense reports, and IFRS-compliant documents. Assistance in financial analysis, forecasting, budgeting, and tax preparation, including 1040, W2 and 1099 series forms. Beyond my technical abilities, I excel in: Leveraging advanced MS Excel features (PIVOT tables, VLOOKUP, Macros) to streamline financial data analysis. Navigating through various ERPs like SAP and Oracle, ensuring seamless financial operations. A proactive, detail-focused approach, ensuring high levels of organizational efficiency and accuracy. With my experience spanning manufacturing, trading, e-commerce, and corporate sectors, I am well-equipped to tackle diverse financial challenges, striving to deliver excellence and drive value in every project. I look forward to the opportunity to discuss how I can contribute to your financial success. Warm regards, Mandeep

American, native English speaking corporate finance professional with over 24 years of uniquely broad and well-rounded analytical and managerial experience. For the last ten years I’ve been a full-time contractor. I provide top-quality, full-scope solutions and services in the areas of financial analysis, financial modeling, budgeting, dashboards, financial projections, investment research and analysis, accounting, business plan and pitch deck content & design, investor presentations, report automation and much more. My work product is always high-quality and professional. I'm not capable of delivering to a lower standard; quality work is important to me not just personally but also because I feel a real sense of obligation to deliver real value in every engagement I enter. Doing my job well is both expected and given so satisfaction for me really comes from helping good people become more successful in their professional lives and (by extension) their personal lives as well. For me this is the most motivating aspect of contracting; I truly enjoy seeing clients receive real, meaningful and tangible benefit(s) from the work I deliver. If you have important work that you need done right then we ought to talk.

Lawyer | Corporate, Tax, and Financial Law & Contract Law My background includes more than 15 years in the legal profession, complemented by a Bachelor's degree in Law and a Master's degree in International and European Law. Advising clients on legal regulatory and compliance issues across a broad range of legal areas, particularly concerning financial and banking related matters, crypto law, tax law, VAT law, international law, fiscal law and corporate law. Implementing legal and regulatory change projects, including the development of template agreements and negotiation guidelines. Drafting Partnership, LLP Members' Agreements and wider constitutional documents. Advising on governance, structuring, profit sharing and internal arrangements and the management of firms.

Expert Vetted by Upwork. I'm currently the co-founder and CSO of a startup. I was previously co-founder/CEO of a mobile app startup. "C.E.O." really stands for Chief Everything Officer. I started my mobile app startup with no prior tech/startup background and have been through it all, so I know what works and doesn't work. I know how to build businesses and sell businesses to investors. I consult on the following: - Growth, capital-efficiency-oriented, and process-driven fractional CFO - Building Initial Enterprise Sales Funnels - Finding initial product market fit, early customers - Product/Sales/Marketing Strategy - Process design and implementation for customer acquisition funnel (huge champion of automation and AI integrations) - Startup/Management/Strategy - Product Development/Go-To-Market/Growth Hacking - Angel/Venture Funding Strategist Here are a few secrets: - Capital raising: You don't need a written business plan to get funded. No one reads them. To get funded, you need a strong team, good storytelling, a pitch deck, financials (historicals are 10x more valuable than forward projections), revenue/customer retention analysis, and an appendix. - Since Q2 2022, enterprises to SMBs have shifted their focus towards margin preservation, emphasizing cash flow, and being as lean as possible. The future of management is labor force elasticity based on gross margins, running your company with an extremely lean and elastic approach that is grounded on gross margin preservation/expansion -- having a system in place that allows you to quickly ramp up and ramp down your operations to match market demand, regardless of the economic conditions. Highlights: - CFO at an AI-driven software development SaaS company. (2023 - Present) - Currently VP of Strategy & Growth for an early-stage B2B DevOps SaaS startup. (2021-present) Results during my tenure: Reduced our S&M spend by 60%, Reduce our average CAC from 11.4K to 2.6K. Accelerate our LTM ARR growth from 49% to 94%. Our forward NTM ARR growth rate is +160%. - Fractional CFO at 3 startups, including a smart light bulb e-commerce startup with $30M+ LTM revenue; responsibilities include capital raising/planning and M&A advisory. (2021-present) - Startup consultant primarily focused on capital raising, strategic planning, market sequencing, critical path, GTM strategy, sales funnel, process improvement/automation -- Industry/vertical agnostic - B2B, B2C, B2B2C, Marketplace, On-Demand models. (2016-present) - Consultant for G2VP, San-Fran-based ESG VC (2020-2022) - Ex-CEO/Cofounder of a B2B (pivoted from B2C) AdTech mobile keyboard app startup (raised outside capital and exited). (2013-2016) - Ex-CPA for Ernst & Young in NYC, working in the Financial Services Transaction Services group. I provided valuations for private businesses in M&A deals ($1 billion+ market cap) and illiquid financial instruments. (2008-2013) I love the startup community and want to give back. My time is limited and valuable so I only want to work with companies I know I can add a lot of value. Sorry, need to exclude pre-revenue companies and companies below 250K ARR. I will pass on work for another startup if I do not think I can help it become successful or are below

Welcome to my Upwork profile! I'm new on Upwork but have over a decade's experience working as an Investment Banking Analyst, Econometrics Research Analyst, and working with UHNI Clients. If you are reading this, it is likely that you are seeking assistance with Quant/Stats or Financial Analysis. I truly understand how daunting it can be to find the right person for any job, no matter how big or small it is. I hold three advanced degrees in Finance, Quantitative Analysis, and Valuation, from some of the best universities in the world. Plus, I have about 11 years of experience dealing in all possible financial instruments for myself as well as for my clients. Here's a brief list of services I offer on Upwork - ◉ Finance: Analysis, Research, Modelling, Valuation, Accounting, Presentation, Excel, Macros, etc. ◉ Mathematics: Algebra, Calculus, Log, Distribution, Calculation, Analysis, Interpretation, etc. ◉ Econometrics and Statistics (I can work with a variety of software and languages, like R, Python, MATLAB, EViews, SPSS, etc. ◉ Markets/Trading: Equity, Commodities, Bonds, PE, VC, Forex, CFDs, Derivatives, Options, Forward Contracts, Commercial Papers, CoDs, Invoice Discounting, MFs, AIFs, Collective Income Schemes, Fundraising, Fundamental & Technical Analysis, Scalping, Swing Trading, Intraday, etc. Please feel free to connect with me for more details, or just to say Hello! :) - Kashish

I am Master in Finance graduate from London Business School, UK and obtained Bachelor Degree in Engineering from Sepuluh Nopember Institute of Technology, Indonesia. I have more than 10 years of working experience in the financial services Industry. My GRE Quant score is a perfect 170/170. I consider myself to have an expertise in quantitative analysis, investment analysis, finance, and data science.