Financial analysis Freelancers

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Financial analysis Job Cost Overview

Typical total cost of Upwork Financial analysis projects based on completed and fixed-price jobs.

Upwork Financial analysis Jobs Completed Quarterly

On average, 167 Financial analysis projects are completed every quarter on Upwork.

167

Time to Complete Upwork Financial analysis Jobs

Time needed to complete a Financial analysis project on Upwork.

Average Financial analysis Freelancer Feedback Score

Financial analysis Upwork freelancers typically receive a client rating of 4.73.

4.73
Last updated: June 1, 2015
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  1. John P.

    John P.

    Business Finance Consultant

    United States - Last active: 4 days ago - Tests: 8 - Portfolio: 1

    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!

    $96.67 /hr
    3,229 hours
    4.94
  2. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 2 days ago - Tests: 1

    I am a financial consultant who specialises in helping clients: 1. Engineer Financial Solutions to promote their financial aims; 2. Develop Strategies to obtain Debt or Equity Financing; 3. Create Strategic or Business Plans; and 4. Manage their investments whether by providing direct insights on Capital Markets or developing portfolios. I developed all of these skills through my 17 years of high-level experience in Capital Markets, Derivatives, Investment Banking, Private Equity and Treasury. Over this period, I have worked on multiple debt- and capital-raising projects, valued in the billions of dollars, with a superlative degree of success. I combine my vast experience with outside-the-box thinking, a high attention to detail, awareness of current business issues and a passion for excellence to any work I undertake. In many cases, I have been able to turn-around situations that people thought were difficult or impossible to the advantage of my clients/employers.

    $72.22 /hr
    4,149 hours
    4.94
  3. Nick Phelps

    Nick Phelps

    Talented and Committed Business and Marketing Consultant

    New Zealand - Last active: 2 days ago - Tests: 2

    I have a host of experience in the business and legal sectors and am wanting to develop my skill set further with involvement in international ventures and projects. Having worked with a range of different clients and companies, I have been able to gain valuable insights into the standards required in the marketplace and have produced exceptional reports and results. I am currently involved in a legal capacity for a technology start-up and am operating several other creative projects as a hobby. I am looking for one off or part time projects which would allow me to use and further develop the skills that I have acquired. I am interested in legal research and advice, financial planning, social media marketing, market research, business plans and business writing.

    $44.44 /hr
    899 hours
    4.98
  4. Jared T.

    Jared T.

    CPA - Audit & Tax

    United States - Last active: 4 days ago - Tests: 4

    I'm a licensed certified public accountant with many years of experience in taxation (individual, corporate, not-for-profit), auditing & attestation (compilations, reviews, audits) and general bookkeeping (primarily QuickBooks). I have a diverse client base, with a focus on sole proprietors and small businesses. I have an active CPA license in PA, and I'm a member of the AICPA and PICPA. In addition, I also serve on the Board of Directors of a local not-for-profit organization.

    $50.00 /hr
    18 hours
    5.00
  5. Adam T.

    Adam T.

    CPA | Financial Analyst | Business Consultant

    United States - Last active: 24 days ago - Tests: 16

    I started my career as an auditor at PricewaterhouseCoopers, and I have 4 years of full-time experience as an analyst working with financial and non-financial data. I was in the Accounting Honors program at Ohio State and I'm a CPA (Certified Public Accountant). The opportunities I'm looking for would involve financial/data analysis, strategic consulting, automation of processes, setting accounting policies, or product pricing (I'm pretty flexible though, so even if a project doesn't fit in any of these categories I'd still be interested to hear about it). I have good experience with: -Financial and data analysis -Business and valuation models -Budgeting and forecasting -Excel VBA macros -Python scripts for web scraping/data mining -SQL queries -Application of accounting standards (GAAP and IFRS) -Process improvement and internal controls You can also check out my LinkedIn profile: https://www.linkedin.com/pub/adam-tzagournis-cpa/78/467/120

    $50.00 /hr
    32 hours
    5.00
  6. Benish Akram, CFA

    Benish Akram, CFA

    Financial Analyst and Consultant

    Pakistan - Last active: 1 month ago - Tests: 2

    More than 6 years of work experience as a Financial and Investment Analyst. I am a CFA charterholder and passed all three levels in my first attempt, after doing MPA (Finance) with two Gold Medals. My areas of expertise are financial modelling, financial analysis and develop equity research reports. I have analysed multiple publicly traded companies. I have taken many training courses of Financial Modelling in Excel. Specifically focusing on share price valuation in excel, scenario analysis, and sensitivity analysis. Also worked to develop financial software; its objective was to perform financial analysis of a company through ratio analysis. I have offered my services as a Lecturer and taught CFA Level I, II and III candidates at SKANS School of Accountancy for two years. I have achieved 100% pass rate for my CFA students. Currently I am conducting CFA classes online and working as Financial Analyst.

    $38.89 /hr
    225 hours
    4.96
  7. John Dutton

    John Dutton

    Consultant | CFO | CEO | Board Director

    United States - Last active: 1 day ago

    Mr. Dutton is a high-impact executive who strategically grows business and valuations. Revamped operating processes, streamlined operations, and created a culture of performance. As a leading Wall Street Analyst, pioneered research that launched publicly traded hospital chains; repeatedly raised ~$250MM in equity and debt capital. NASDAQ Committee Member. Expert at analyzing industry trends, conceptualizing new market opportunities, and forecasting plans that drive top-line growth. Leverage analyst experience and financial acumen to ensure flow-through to bottom-line. Broad industry experience in investment management, and research, corporate finance, healthcare, environmental technologies and regulation, alternative energy, liability insurance carriers General & Financial Management | Strategy & Planning | Mergers & Acquisitions | Capital Formation There are a wide range of projects and assignments that I can undertake for a client based on my last year which are illustrative. I assessed and designed an alternative investment fund based on assembling significant holdings of ranch lands and bison herds. I guided the revamping of the management and treasury systems of a mid-size real estate company. I have been asked to design financial services career preparation for anticipated needs arising from Chinese free trade zone liberalization and demand for employees. Finally serving as adviser to new. integrated healthcare and IT company founded by several leading doctors. Dutton Consulting - Sacramento, CA Co-Managing Partner Mid 2013 to Present Contracted to design and run an alternative investment fund based on ranch lands and commercially growing bison herds. Fund was highly correlated to inflation and negatively to equities and treasuries. Also revamped the management and treasury systems of a mid size real estate company, and developed training guidelines for employment in expanding Chinese financial services industry following establishment of free trade zones. PARADIGM BIOSCIENCES INTERNATIONAL, LLC, San Francisco, CA Chairman & Chief Financial Officer (CFO) • Drove startup process and technical development addressing multi-billion dollar markets with biological emissions solution for utilities & regulators; marketable end products sales; managed financial affairs o Raised initial $1.4 million funding; o Drove joint commercialization agreement from top California technical university - CalPoly DUTTON ASSOCIATES LLC, Sacramento, CA CEO, CIO & Chief Financial Officer (CFO) 1997 to 2009 One of largest international small cap equity research firms in North America, the EU, and China • Increased client enterprise values and facilitated $350M+ equity financing for small cap clients. Its service model became a dominant worldwide influence for small cap companies. o Stimulated capital formation including PIPEs, AMEX, ADRs; instrumental in launching China equities. o Drove (in 1 year) double-digit stock gains for 218 clients’ stocks (39%) over Russell 2000 with 416% increase in trading volume. WEINRESS, FRANKSON, PRESTON & FRIEND, Irvine, CA Research Director 1995 to 1997 • Established enterprise value enhancement and capital formation through a regional research, trading and banking model. o Led $50M equity financing causing resurgence of GPS stocks. CORSAIR ASSET MANAGEMENT INC., Los Angeles, CA President & CIO 1984 to 1994 • Increased corporate client valuation and profitability through investment performance over benchmarks. Optimized cash flows and capital appreciation. o Saved client $20M annually in premium and contribution costs for AMI’s pension and insurance costs. o Managed early adoption of technological solutions improving profitability. AMERICAN MEDICAL INTERNATIONAL (AMI), Beverly Hills, CA Senior Vice President Worldwide Development & CIO, Director 1970 to 1984 International NYSE listed healthcare company • Made $1B annual impact to top-line by significantly improving and executing worldwide development projects and M&A; bottom-line increase by 20% of revenue gain. Chaired Board Audit Committee. o Set up and managed $150M ERISA / captive insurance portfolios. o Co-led domestic and international public, private and project financing; investor relations.

    $83.33 /hr
    96 hours
    5.00
  8. Charles A.

    Charles A.

    Software developer and financial analyst, SQL, MATLAB, Excel

    United States - Last active: 20 days ago - Tests: 3

    I am a software developer and financial analyst, former CFA. I am well versed with SQL, MATLAB, Excel/VBA development, having spend the past six years doing this work at a major asset management company in New York. I was the lead developer in building an in-house proprietary research and portfolio management system to manage $30B of client assets using novel tactical asset management techniques. I also have general experience using other technologies including C#, HTML/CSS, javascript, node.js and python.

    $48.89 /hr
    0 hours
    5.00
  9. Olga S.

    Olga S.

    Financial analyst, Business valuation and consulting

    Russia - Last active: 1 month ago - Tests: 6 - Portfolio: 1

    Top Rated oDesk Freelancer with 5.00 STAR rating and Fluent in english ✔ "100% Job Success" Badge on profile ✔ 7+ years of corporate experience as Financial Controller in FMCG and major start-ups. ✔ Certified management accountant (CMA) ✔ Diploma in Financial reporting DipIFR (ACCA) ✔ 100% flexible, can work in any time zone I possess extensive experience in: ✔ financial reporting (Profit & loss statement, Cash Flow, Balance sheet) ✔ cost controlling ✔ financial analysis ✔ investment analysis (NPV, IRR, CAPM) ✔ budgeting ✔ business valuation

    $45.00 /hr
    2 hours
    5.00
  10. Vinnie R.

    Vinnie R. Agency Contractor

    Business Plans, Pitch Decks, Start-up Consulting, Finance & Marketing

    Canada - Last active: 1 day ago - Tests: 8 - Portfolio: 6

    A strong business leader, I have 15 years of senior management experience with several Fortune 500 companies. In addition, I am a top performer and contractor for oDesk Enterprise Solutions and a recipient of the oDesk Top 10% Award. My expertise includes: -Business strategy/pitch decks -Business plans & proposals -Financial Forecasts, Analysis, Business Valuations -Marketing Strategy and Plans -Project Management & Six Sigma My objective is to build a consulting practice and deliver to you, the client, the best knowledge, expertise and results that our team has to offer. I am energetic, dedicated and will deliver 100% to each and every project. I look forward to the opportunity to work with you, sharing my expertise and making us both a success! Skills Summary: Business Strategy/Business Plans; Start-up consulting, Business Plans, Investor plans, Pitch decks, Market Research, Executive and Investor presentations Finance; Financial Budgeting and Forecasting, Business Plan Development and Financial Analysis, Margin, Income Statement & Balance Sheet Management, Month End Closing, Analytical Expertise, Audit and Internal Control, Marketing; Online Channel Management, Strategic Planning, Brand Development, Mass Media Strategy and Execution, Management of Direct Marketing and Telemarketing Channels, New Product Development, Market and Consumer Research, Retail Marketing, Marketing and Statistical Analysis Project Management: Recruitment, Business Process Development and Facilitation, Vendor Management, Team Management, Lean Six Sigma, Senior Project Management

    Associated with: CORE Consulting Services Inc.

    $50.00 /hr
    1,736 hours
    5.00