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

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On average, 182 Financial analysis projects are completed every quarter on Upwork.


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Time needed to complete a Financial analysis project on Upwork.

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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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Santonu Saha

Santonu Saha

Financial Analysis

Bangladesh - Tests: 19 - Portfolio: 1

I have started my career as a Research Analyst conducting equity research and evaluating project proposals after completion of Graduation majoring in Finance. After working as a Research Analyst for three years, I have been promoted to Fund Manager for providing Portfolio Management Services for the last two years. In the mean time, I have also conducted Issue Management Services and Corporate Advisory Services for AB Bank Limited and later AB Investment Limited.

100% Job Success
$10.00 /hr
3,055 hours

Rameez Siddiqi

Rameez Siddiqi Agency Contractor

QBO, Quickbooks & Xero Certified, Bookkeeper, Accountant, Bookkeeping

Pakistan - Tests: 4 - Portfolio: 12

A certified Accounting Technichian and a Certified Chartered Accountant (UK) with experience of managing varied clients and providing different consultancy both at national and international level. Worked with one of Big 4 Chartered Accountancy firms "Ford Rhodes". Having over 5 years of bookkeeping, accounting and auditing experience. Expertise in - Quickbooks - Xero - Quickbooks Online - Myob - Sasu - Kashflow - Receipt Bank - Expensify - Financial Analysis - Tax planning - Business plans

Associated with: Rameez Siddiqi

99% Job Success
$8.00 /hr
1,875 hours

Melanie Kaneas

Melanie Kaneas

Accounting/Finance 20+ Yrs U.S. Experience

United States - Portfolio: 2

A CPA with an MBA in Finance, I have over 20 years US Corporate experience in all aspects of financial and administrative management. An analytical, strategic, insightful, client-focused, organized provider with attention to detail and eye on the big picture, I partner with clients to positively impact their business.

100% Job Success
$29.50 /hr
1,938 hours

Rodney L.

Rodney L.

Expert financial planning, analysis, & modeling

United States - Portfolio: 7

My name is Rodney Lynch, and as principal of Media Financial Consulting I have a passion for what I do: taking incoherent mountains of data and helping business owners make sense of the data to help them make better (and more profitable) business decisions. The Mission Statement: To provide business owners with expertise that a part time CFO can deliver for companies that can't afford to retain this type of expertise on their company budget. I am about delivering a experience: the experience of a sound financial understanding of your business model to help you make the best decisions for your business. This is an ideal situation for businesses who need assistance with understanding their financial situation from someone with Big 4 consulting experience as well as a strong finance industry knowledge. "The bitterness of poor quality remains longer after the sweetness of low price is gone."

96% Job Success
$55.00 /hr
1,938 hours

Krystal Buddoo

Krystal Buddoo

Financial Analysis,Bookkeeping,Inventory Costing&Management,QuickBooks

Jamaica - Tests: 3

Hi, I am a honest, hard-working and reliable Accounting Professional who believes that it is a team player's duty to increase on company productivity whether long or short term as this is a major factor of growing a strong organization. So, if given the opportunity to complete a task for you I will increase on that, through my dedication to getting the job done not just timely but also accurately. My skills include the following: Financial Analysis Inventory Costing Inventory Management Bookkeeping Quickbooks All Accounting Clerk Duties Use of Microsoft Office suite PeachTree Accounting Software Customer focused Exceptional organizational skills Handles challenges well and is able to work under pressure Possess strong creativity, energy and intelligence Team player New Product Research Receptionist Duties Secretarial Duties Managing Email Accounts Executive Assistant Duties

100% Job Success
$7.78 /hr
1,167 hours

Victor Cernobai

Victor Cernobai Agency Contractor

Senior C++ Financial/Trading Software Developer

Romania - Tests: 2 - Portfolio: 2

Hello and welcome to my oDesk profile, My name is Victor Cernobai and I am a professional C++ developer exclusively specialized in developing trading (and related) applications. I am in the financial industry since 2009. During this time I have participated in the development of a wide range of modules involving concepts such as high frequency trading, client/server architecture, distributed modules, OOP design patterns, low-latency optimizations, multi-threading, GPU acceleration, IPC, Socket Programming etc. My main IT expertise is C++, but I also do have working experience with Python and C#. Some more details about my expertise: a) API connectivity: Interactive Brokers API, Currenex API, FIX protocol with QuickFIX, IQFeed API, Trading Techologies, CQG, PFGBest, FXCMpro, Hotspot/ITCH, Bloomberg Open API; b) Building financial charts: OHLC, bars, Point and Figure; c) Implementing technical indicators like: Moving Average simple/exponential, MACD, RSI, bollinger bands etc. d) Data storage solutions: MySQL, SQLite, MSSQL, binary files; e) Back-testing and Optimization solutions; f) Trading algorithms: arbitrage algos, mean reversal, trend-following, trendline based etc.; As a freelancer I am only struggling to: a) Apply my programming and trading knowledge to bring higher value to trading applications; b) Be always close to the client; c) Take projects only when 100% confident they can be done on time and on budget; d) Provide the best answers to clients questions; e) Work only with serious clients. Thank you for your time and do not hesitate to ask me for portfolio samples! Best regards, CVI

Associated with: CVI Trading Software Agency

91% Job Success
$55.56 /hr
1,065 hours

John P.

John P.

Business Finance Consultant

United States - 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!

100% Job Success
$96.67 /hr
3,417 hours

Andrew S.

Andrew S.

Social Media Marketing Expert with Advanced Microsoft Excel Skills

Philippines - Tests: 11 - Portfolio: 3

The reason I joined oDesk is because of the opportunities that will help me share and impart my skills in data entry and social media marketing to any buyer who needs it. I give each and every contract my full and undivided attention and will make sure to deliver the results expected or to be even exceed the buyer's expectations. My strongest point is my passion for internet and social media. Since I understand the trade exceptionally and am familiar with all tools that govern it, I am positive that I will have much to add to YOUR company’s promotional activities. Possessing excellent knowledge of Twitter, Facebook, Pinterest, Instagram and Google+, I have it in me to effectively and efficiently create and manage promotional strategies that actually bring results. Aside from Social Media Marketing, I am also adept at creating financial models, data analysis, KPI and reporting templates using Microsoft Excel. The reports I created during my stay in A.P Moller Maersk was highly regarded as one of the best and is often used in presentations to the board of directors. The reports I create are very clear and user-friendly and most of it is automated.

98% Job Success
$15.50 /hr
4,550 hours

Simeon Petrov

Simeon Petrov Agency Contractor

Expert web researcher

Bulgaria - Tests: 10 - Portfolio: 5

In the last five years I've developed reputation of a highly skilled freelancer, delivering quality services in the areas of management, finance and administrative support. Having great reputation in a few well known websites like Odesk, Elance, Peopleperhour, Freelancer and others, I've proven to be accurate, punctual and always fair with my clients.

Associated with: Paragon Services, DMP BG

100% Job Success
$14.00 /hr
2,572 hours

Risdon Edward II Ybanez

Risdon Edward II Ybanez Agency Contractor

CPA | Certified Quickbooks Pro Advisor | Xero Certified | CFA L2

Philippines - Tests: 9 - Portfolio: 15

I have an excellent track record and extensive experience ready to help your company in unlocking your potentials and excel within the following areas: A. CPA & Bookkeeper Functions: 1. Independent full time Accountant/Bookkeeper for US, Canada, UK & Australian based small and medium companies. (Quickbooks & XERO) 2. Corporate Finance a) Financial Analysis and Reporting b) Business analysis and planning c) Budgeting and Financial forecasting & modeling d) Financial Statements Audit/Review/Compilation e) Other financial services B. Management Consultancy Services (CFA Level 2 No. (6539663) 1. Investment Management Professionals a) Project evaluation b) Stock analysis and recommendations c) Bonds analysis and recommendations d) Other alternative investments(Private equity,real assets & etc) analysis e) Risk Management/Position Sizing f) Fundamental Analysis (asset valuation, merger/acquisition, forecasting & modeling) g) Portfolio Management/ Asset Allocation/Economics

Associated with: REY Accounting & Management Services Co.

98% Job Success
$12.22 /hr
4,409 hours