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Financial analysis Upwork freelancers typically receive a client rating of 4.77.

Last updated: October 1, 2015
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Dhruv Dayal Gupta

Research Consulting


GARBAGE IN, GARBAGE OUT! Ventursol LLC specializes in custom research outsourcing and consulting. we design your research operation as you require, where nobody else has the expertise or capability to even understand the jobs. we offer the benefits of freelancers and the quality of a large firm. we can assist in end to end outsourcing management. we are the premier outsourcing provider in research, F&A and data collection, led by a professional with over 10 years (and counting) of experience in research management and delivery, financial analysis, report writing and various other research and analytical services. ask yourself if you want QUALITY or COST. or BOTH! it's easy to offer 'freelance' services but hard to deliver. we won't be the lowest cost vendor out there- but we will be the best vendor out there. We believe in professionalism and business ethic. Our clients rely on us to deliver on time performance every time, and are able to reach us at any time through our various contact options. Finally, we strong value business ethic and believe it translates into greater final value to our clients. Competitive Partnering- not just outsourcing!

$7.00 /hr
917 hours

Nick P

Nick P

Talented and Committed Business and Marketing Consultant

New Zealand - Tests: 2 - Portfolio: 1

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.

97% Job Success
$44.44 /hr
966 hours

Puneet Gandhi

Puneet Gandhi

Experienced Investment Banker at Goldman Sachs and UBS

India - Tests: 4

1. 8 years of experience across investment banking, corporate finance and financial advisory 2. Completed several transactions across M&A, equity and debt capital markets 3. Expertise across IT & BPO, Financial Services, Consumer & Retail, Metals & Mining and Infrastructure 4. Career Portfolio Statistics - 3 M&As - 11 Capital Markets Transactions - 50+ Valuation/Deal models - 250+ Investor/Board/Pitch Presentations 5. Recommendations - Portfolio Manager - Equity hedge fund with AUM of ~$1bn - CEO - IT Solutions for Asia's leading telecom operator - Director (M&A, Business Development and New Initiatives) - India's leading media house - Founder - Asia based online privacy protection firm - Co-founder - US based online market place lending platform - Managing Director - Goldman Sachs 6. Areas of Specialisation - Financial Modeling - Investor Presentations - Business Plans - Corporate Finance & Capitalization - Financial Planning & Analysis - Budgeting/Forecasting - Mergers and Acquisitions - Valuations - Fundraising Strategies - Competitive Benchmarking - Operating Metrics

92% Job Success
$225.00 /hr
1,567 hours

Nikki T.

Nikki T.

MBA/ Project Manager, Social Media Consulting

Canada - Tests: 2 - Portfolio: 8

To whom it may concern: I am an MBA graduate from Santa Clara University which is ranked in Top 20 MBA programs in the US by Business Week. I am currently living in San Francisco Bay Area and looking for full-time or part-time jobs that fit my expertise. I am a motivated and ambitious professional with working experience in Project Management (6 years), Business Development (4 years) and Research (5 years) including 7 years at management level in Vietnam, Singapore and USA. As a Project Manager, I have managed more than 20 different projects in IT, Real Estate, Product Management and Business Development. 100% projects met the deadlines and 100% products above sales targets. I also collaborated in several projects in M&A and Business Valuation in Biotech, IT and Food & Beverage industries. As a Business Leader, I maintained a network of more than 300 customers, built a strong team of 5 to 10 marketers, aimed at high level of customer satisfaction. I developed business plans, leaded my teams to execute the plans, and doubled revenue annually. As a Researcher, I worked in Economics Research and participated in writing and publishing 6 research projects, 2 textbooks and and 3 study guides for Academic courses. I have more than 20 articles and research papers on national research magazines such as Financial Magazine, Financial Research, Business Outlook and Economy and Forecast. I am enthusiastic, competent, responsible and trustworthy. I am a natural leader and a problem solver; creativity and innovation are always in my veins. I promise to deliver the best services you can expect with the goal of building trust and strong working relationships with your company in long term. My expertise including: * Project Management * Operation Management * Business Analysis and Business Valuation * Business Management and Consulting * Business Development and Marketing * Lead Generation and Sales Management * Business and Marketing Strategy * Economics and Market Research * English - Vietnamese Translation I am looking forward to hearing from you.

$15.00 /hr
536 hours

Chad Morris

Chad Morris

Certified Public Accountant, Controller

United States - Tests: 1

I am a CPA controller that has extensive experience in preparing budgets and GAAP financial statements for the use of investors, executives, bankers, auditors and board members. A great deal of my experience has been helping start ups and small business, manufacturers and retailers. I have experience managing monthly close for all systems including AR, AP, inventory, fixed assets, revenue, payroll and all income Statement accounts.

$36.67 /hr
83 hours

Lovella Eduave

Lovella Eduave

Loan Processor / Pre-underwriter / Transaction Coordinator

Philippines - Tests: 1

Knowledge  Knowledgeable on all loan guidelines and strategies  Loan Guidelines Updates  Best Pricing from various lenders  Strategies on loan approvals for the company to have more transactions Skills  Capitalize knowledge learn in delivering the needed assistance to the loan officers  Multi tasking  Coordination skills  Using Communication skills in getting work smoothly done  Attitudes  Responsibility and ownership towards clients needs  Willingness to assist loan officers to turn prospects into clients in both lending and real estate perspective  Team player

$4.00 /hr
117 hours

Lesseree rose S.

Lesseree rose S.

Data Entry - Analyst - Researcher - Sourcing Specialist - Assistant

Philippines - Tests: 5 - Portfolio: 5

I am one of UpWork's top rated freelancers with 99% success rate 23 jobs accomplished 1000+ hours worked Having difficulty in your Math subjects? Let's give that subject an A! Having trouble with sales on your online store (Amazon, Etsy and eBay)? I'll help you reach the top sales $$$ Need help with research? I'll give you as much information you need! Are you having trouble writing an article for a magazine or a paper to be submitted in class? Do you need a powerpoint for your report? I could do it for you! With experience as a data entry specialist, researcher, eCommerce store manager, writer, tutor and technical support, I'll accomplish the tasks that you need help with!

99% Job Success
$8.89 /hr
1,143 hours

Dasha K.

Dasha K.

Sr Project Manager and Marketing Analyst

Australia - Tests: 7 - Portfolio: 2

My objective is to provide strategic insights to customer requests and quality solutions. I have over 8 years’ experience in the commercial real estate, marketing and software industry as a project manager, marketer and reporting analyst. I have handled multiple projects related to portfolio analysis, lease administration and property management, demographic analysis, feasibility reporting, payroll reporting, report, journal and article writing, copywriting for commercial and residential real estate and survey creation and execution. I have strong experience with primary (telephone, focus Groups, interviews) and secondary (desktop) research experience and successfully continue to meet lead generation targets. I am able to think outside of the box, have strong attention to detail, excellent report writing and project management skills. I have experience in Google Earth and MapInfo GIS demographic profiling. Experienced in demographic data extraction from ABS and US Census Bureau and US Labor of Statistics. Experience with real estate comps programs including Costar, RP Data, Residex, Prospectnow, REIS, FlexMLS, Zillow, Trulia, Craigslist. Some experience with Project Management Tools (TeamWork, Evernote, Asana) Cloud storage devices, CRM tools (Insightly, HighRise, Sales Force), Accounting Software (JDE, Quickbooks, MYOB) and Property Management Software (Yardi, Buildium).

75% Job Success
$38.89 /hr
1,519 hours

Muhammad Arshad

Muhammad Arshad

Accoutant/Bookkeeper, Chartered Accountant, CAF, APFA,

United Arab Emirates - Tests: 8 - Portfolio: 4

8+ YEARS (1.5 YEAR UAE) ACCOUNTS / FINANCE EXPERIENCE Qualification: • CA final continue • Certified in Accounts and Finance (Institute of Chartered Accountants of Pakistan) • Associate Public Finance Accountant (Member body of International Federation of Accountants-USA) • Bachelors of Commerce • Presentations Skills Training Course Experience history: • Accountant General in Eurotech dmcc - distributor of Mouser electronics (USA), Schmersal (Germany), Waldom electronics (The Netherlands), Elfa distrelec (Sweden) and Belden cables (Singapore) for electronic, industrial, control cables & communication products • Manager accounts and finance at Hassan Zaman (Pvt.) Ltd and Makhdooms International (Pvt.) Ltd • Accountant/Auditor at Rizwan & Co. Chartered Accountants (Member firm of DFK International – UK) Book keeping assignments; QuickBooks • Gilles Rais PA - USA • Hong Ri Incorporation - USA • Partners South Estate Planning INC – USA Intact ERP Accounting • Banyo – UK Prepared financial statements of more than 70 (including significant size) entities of multiple industries in compliance with IFRS/IAS, Companies Ordinance and regulatory & statutory requirements Achievements 1. 5 start feedback given by client from USA on financial statement preparation Skills, Availability, Communication, Quality, Deadlines and Cooperation scored 5 out of 5 on every individual skill. 2. Advanced expert level proven skills in MS Excel as shown in (formerly oDesk) test profile link:

$15.00 /hr
21 hours

Catherine M.

Catherine M.

Salesforce, strategy, and process improvement consultant with MBA

United States - Tests: 4

I identify gaps in operational strategy and implement solutions to maximize growth and scale. I'm a certified Salesforce Administrator and I enjoy helping companies use Salesforce to increase productivity. I'm a big picture strategic thinker with a focus on the details needed to turn strategy into action. Prior to consulting, I managed a SaaS run on Microsoft Dynamics CRM for 3 years. I'm fluent in French and Russian with extensive international experience, including four years living in Russia. I'm a Fulbright scholar and I have an MBA from Boston University and over 10 years leading organizational improvements. I can help with strategic and operational planning, identifying areas of improvement in current operations, developing a plan to help you implement changes in your organization's process and strategy, and helping you align your mission and vision and achieve results. I can guide process improvements to reduce redundancy, improve efficiency, and increase productivity. I can create process documentation, including flow charts, analyze IT needs, and translate business needs into IT requirements.

100% Job Success
$89.00 /hr
593 hours