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: May 1, 2015
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  1. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 1 day 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
    4,133 hours
    4.94
  2. John Dutton

    John Dutton

    Consultant | CFO | CEO | Board Director

    United States - Last active: 3 days 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
    47 hours
    5.00
  3. 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
  4. Federico Orsi

    Federico Orsi

    Start-up, Finance and Management Consultant

    Argentina - Last active: 2 days ago - Tests: 4

    - Top Rated oDesk Freelancer with 100% Job Success - More than 6 years of professional experience in business consulting, working as a freelance consultant and in important businesses like Deloitte and Consultora Logística - Specialized in Finance and Management topics (financial models, pro-forma budgetting, business valuation, M&A, investment analysis, financial ratios, break-even analysis, discount rate calculations, capital markets, business plans, strategic planning, brainstorming of new business ideas, start-up planning, pitch decks, market research, investment teasers) - Hold a bachelor in Business Administration, Universidad Austral (awarded gold medal to best average) - Academic experience in the finance field, working as professor in finance subjects and as writer of academic papers regarding business valuation - Entrepreneurial experience, after creating and managing my own businesses called OK Tenis and Sostiene Pereyra Perchas (obtained the 1st place in Endeavor business plan competition) - Specialties: Finance, Management, Entrepreneurship, Strategy, Value Creation, Creativity and Innovation - Important academic awards received, such as schollarships to attend business conferences in Argentina (South American Business Forum, ITBA, 2008 and 2012) and in the US (Business Today, Princeton University, 2010), 1° place in the Award to Academic Excellence (Fundación Deloitte, 2009 and 2010), among others.

    $25.00 /hr
    65 hours
    4.98
  5. Mhilanie Amposta

    Mhilanie Amposta

    Accountant

    Philippines - Last active: 2 days ago - Tests: 8 - Portfolio: 1

    A Certified Public Accountant- passed the board exam October 2010. Currently, I am working as General Accountant in W.R. Grace Company. I am currently handling 4 company codes. I am doing the bank reconciliations, inter company reconciliations, GR/IR clearing and other month end closing activities. I have worked as an Accountant and Senior Internal Auditor in Tiera Alegre Development Corp. and Amaia Land Corp respectively. I am in-charge with checking/verifying request for check preparations, maintaining balance sheet schedules and ledgers and account and bank reconciliations. Preparing tax returns and other government requirements, assisting with monthly closings and account analysis and supporting the senior accountant in carrying out the responsibilities of the accounting department. As internal auditor, I do surprise cash counts to growth centers and responsible in establishing internal controls.

    $11.11 /hr
    674 hours
    5.00
  6. Nishant Palan

    Nishant Palan

    Chartered Accountant (equivalent to CPA)

    India - Last active: 17 days ago - Tests: 14 - Portfolio: 2

    Nishant C Palan & Associates, Chartered Accountants provides financial services of all sorts. It includes accounting, bookkeeping, investment analysis, investment planning, taxation related matters, business restructuring, project planning & appraisal and business consulting. Our goal is to cater to the financial needs of clients at reasonable rates. I always see an opportunity to learn new things in any new assingment. My professional career has been a fruitful learning curve. My motive is to give the best quality work. Client satisfaction is primary objective of my firm. Quality of work is just indispensible.

    $11.11 /hr
    32 hours
    5.00
  7. Mary Grace Ariola

    Mary Grace Ariola

    Certified Public Accountant (CPA) with Masters Degree

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

    A Certified Public Accountant (CPA) with Masters in Business Administration (MBA). For over 7 years working as professional, I gained my experience in an International NGO based in Geneva and a 10-billion Malaysia based Consulting firm. I had also experience being a Functional Consultant who implements accounting system for a fast growing financial solution. I have thorough knowledge in MS Office, Linux, SunSystems, Vision Excel, Banana Accounting Software, Quickbooks and other IT applications

    $11.11 /hr
    1,259 hours
    5.00
  8. 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
    587 hours
    4.93
  9. Sotheavy S.

    Sotheavy S.

    CPA Accountant || Bookkeeper-Quickbook,Spreadsheets and Data Entry

    Cambodia - Last active: 8 days ago - Tests: 6

    I have a total experience of 5 years in accounting. I have been successfully implemented a new accounting system, QuickBooks, that has been proven to be more suitable and efficient to record and track cash flow. Aside from my education and years’ experience as a successful Accountant, I have a wealth of skills and attributes that lend it to my professional candidacy, to include: • Analytical skill • Bookkeeping skill • Preparing, examining, and analyzing financial records, statements, and other reports. • Analyzing the business for financial trends and project the future financial health of the company • Creating and maintaining company budgets

    $20.00 /hr
    21 hours
    5.00
  10. Matsakyan Mikayel

    Matsakyan Mikayel

    Analyst & Expert

    Armenia - Last active: 3 days ago - Tests: 8 - Portfolio: 2

    I seek for additional opportunities to develop my skills and therefore earn relevant money based on my experience. Educational Background: PHD in Finance Work Experience: Currently Work as a Unit Manager @ a Telecom Company Skills: Proficient in business and statistical analysis, developing strategies and business plans Expert level skills in Microsoft Excel Experienced in working with databases Fluent in English (Paper based TOEFL-620, Computer based-260), Russian and Armenian

    $11.11 /hr
    20 hours
    5.00