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, 196 Financial analysis projects are completed every quarter on Upwork.

196

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 4.75.

4.75
Last updated: June 1, 2015
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  1. 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
  2. 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
  3. 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
  4. Kevin Kennedy

    Kevin Kennedy

    Part-Time CFO & Controller

    United States - Last active: 04/17/2013 - Tests: 1

    I am an accomplished accounting and financial professional with more than 15 years of experience working primarily with small businesses, associations and nonprofits. I have served as a senior level executive holding various positions including CFO, Vice President, Treasurer, Director of Accounting, Director of Finance, Mergers and Acquisitions, Program Control/Internal Auditor and various Controllerships. In those capacities, I have effectively managed the responsibilities that accompany those positions at trade associations, nonprofit foundations, professional consulting firms and in the software, technology, healthcare, retail and government contracting sectors. Below are some additional qualifications and accomplishments: • Specialize in applying “best practices” in all aspects of the accounting cycle to small and medium size businesses, nonprofit organizations and trade associations. These practices were learned by having worked for and with more than 75 small to mid-sized organizations. • Dozens of accounting conversions from cash-based to accrual-based accounting in accordance with GAAP. • Designed extensive budget for trade association covering all revenues and operational expenses and detailed budgets for all events based on historical expenses and attendance. • Responsible for all financial report preparation, analysis and presentation of the results and accompanied analytics to executive management and Board of Directors. • Authored, with Board approval, a full cycle accounting polices and procedures manual. • Advanced knowledge of revenue recognition including SOP 97-2, 98-9, 81-1, SAB 104 and financial reporting including FAS 116 and 117 for nonprofits 501(c)(3) and 501(c)(6) organizations. • A Certified QuickBooks User and extensive hands on experience with MAS 90, MAS 200, Microsoft Dynamics GP, PeachTree, Oracle Financials, PeopleSoft and various other accounting software packages. Expert knowledge of Microsoft Excel. Specialties Trade Associations • Non-Profit Organizations • Small Businesses • Professional Associations • Financial Reporting & Analysis • Policies & Procedures • Forecasting & Budgeting • Cash & Treasury Functions • Audits • Business Productivity & Performance Improvement • GAAP • M&A • Due Diligence • Acquisition Integration • Risk & Internal Controls • Business Turnaround • Leadership & Strategic Planning • Accounting Systems & System Implementation Websites: http://www.doublekconsultingllc.com http://www.linkedin.com/in/kevinkennedycfo

    $55.56 /hr
    6 hours
    5.00
  5. Neha J.

    Neha J.

    Certified Excel VBA / Finance Professional / Business Plan / Budgets

    India - Last active: 1 day ago - Tests: 15 - Portfolio: 76

    1. Have Ten years of experience in working with MS Excel (2003, 2007, 2010, 2013 Formules, Macros, Pivot Tables/Charts/ Reports, Forms). Strong knowledge of integrating Visual Basic with Excel alongwith Strong Database manipulation and analytical skills. Additional knowledge of PL/SQL in Oracle, Database creation, writing Structured Query Language. Experience of Six years in working with other MS Office applications like MS Word 2007, MS Powerpoint 2007. 2. Certified Finance professional for Accounting and Business Analysis. Business Plans writer, Forecasting, Budget and Cashflow Models. ----PLEASE NOTE: I DON'T HAVE MAC OS AND CAN WORK ONLY IN WINDOWS MS OFFICE EXCEL AND VBA MACROS--------------------------------------------- ------------------------------------------------------------------------------------------------

    $22.22 /hr
    3,320 hours
    4.92
  6. Salik Chaturbhai

    Salik Chaturbhai

    Financial and Business Analyst

    Pakistan - Last active: 1 month ago - Tests: 9

    I am a fresh Accounting and Finance graduate from Lahore University of Management Sciences. I have also passed CFA level I exam. I am an effective and efficient worker and team member. My expertise lie in the field of finance and business planning. Proficient in MS Word, MS Excel, MS PowerPoint and STATA. My projects at work include, working with SAP module of finance and compiling the semi-annual financial statement for the company.I have been exposed to all types of departments in a bank. These included general banking, customer relations, foreign currency banking and risk management.

    $7.00 /hr
    150 hours
    4.99
  7. Ajay K.

    Ajay K.

    Financial Researcher/ Data Analysis/Excel Expert

    India - Last active: 2 days ago - Tests: 14

    Since last 5 years I am working in Equity Research, Banks and KPO Domain. Recently cleared Level 1 of the US CFA programme. Currently associated with Bangalore based KPO as a Business Analyst in Investment Research Team.My daily tasks involved preparing stocks reports and assisting client to identify the growth stocks listed on NYSE, Nasdaq followed by drafting a report on the same. Building excel based financial models for start ups and already established firms are also forms the part my job. I am seeking a challenging career in Financial Research & Analysis domain, wherein I can contribute to the company's growth and fulfil personal goals as well.

    $10.00 /hr
    614 hours
    4.93
  8. Petar Hristov

    Petar Hristov

    Stock Market Writer & Editor, Stock Analyst, Online Marketing Manager

    Bulgaria - Last active: 4 days ago - Tests: 16 - Portfolio: 16

    I have worked as a financial writer covering the small-cap and micro-cap segments of the US stock market, mostly the OTC and Pink Sheets markets since 2010. The equities traded on these segments are also known as penny stocks, or stocks below $5 per share. During my career as a financial reporter I have written articles and newsletters, maintained various databases, and led several educational venues about this specific niche of the stock market. I have also been the editor-in-chief and marketing manager of http://stockreich.com/ where I acquired additional skills in online marketing, such as skills in SEO and SEM, Adwords and Adsense campaigns, keyword research, Google DFP Small Business, FOREX, Binary Options and Stock Brokers affiliate programs. I also posses advanced MS Excel skills. I can share my skills and experience with those who need assistance in this business by offering the following services: 1. Consulting. 2. Tuition. 3. Newsletter campaign preparation. 5. Technical and fundamental analysis. 6. Financial content writing. 7. Basic SEO services. Choosing me, you can be sure that you will get high quality, timely work and will always receive special attention for your project.

    $15.00 /hr
    784 hours
    5.00
  9. Damyan D.

    Damyan D.

    Market Analyst / Forex Writer / Business Assistant

    Monaco - Last active: 1 day ago - Tests: 10 - Portfolio: 4

    A young, hard working, detail oriented and communicative BSBA graduate with more than 2,500 hours hard experience in the area of financial markets to provide professional business assistance to your ideas and solutions to your business problems. I am able to cover a comprehensive range of areas including, but not limited to: - Financial Management - Trading - Analysis - Research - Business Planning - Marketing

    $26.67 /hr
    2,525 hours
    5.00
  10. Dorota Adamus

    Dorota Adamus

    Economist with a Masters degree/Polish-English-Spanish translator

    Poland - Last active: 1 month ago - Tests: 11 - Portfolio: 1

    Polish native speaker, fluent in English and Spanish, experienced in Polish-English-Spanish translation. A hardworking, resourceful and ambitious economist with extensive understanding of economic theory and its practical implications. Experience of undertaking analytic work and research projects with minimal supervision, whilst working in a team environment with multiple priorities and tight deadlines. Excellent interpersonal and communication abilities, as well as very strong analytical skills. Additional courses: DSGE models with MATLAB and DYNARE - Autonomous University of Madrid Panel data models with STATA - Autonomous University of Madrid Agent based modeling and its applications to evolutionary economics - Autonomous University of Madrid Empirical models for the economic analysis of the labor market - Autonomous University of Madrid Economic analysis of violent conflicts and organized violence - Autonomous University of Madrid Introduction to Financial Accounting - Coursera/University of Pennsylvania

    $13.33 /hr
    13 hours
    5.00