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Financial Analysis

JD Carluccio

San Francisco, CA

$250.0/min 5.0 19 $4.17/min

Entrepreneur, Mentor & Coach, Startup consultant, Ex-Angel Investor. Love internet and tech. Networks & Capital - VC. Currently, run Product for a B2B SaaS high growth company from Silicon Valley Spanish-English

Paige Oldham

Colorado Springs, CO

$300.0/min 5.0 11 $5/min

Strategic fractional CFO for pre-revenue startup's to $100M+ public companies for over 30 years focused on creating the systems and culture to withstand significant growth

CARLOS QUINTANA

Greater Los Angeles Area

$400.0/min 4.7 9 $6.67/min

I specialize in structuring tax strategies with entity infrastructure strategies to lower tax liability. Registered Financial Advisor, Entrepreneur, Investor, Tax and Fiscal Strategies Expert.

James von der Lieth

Austin, TX

$200.0/min 5.0 5 $3.33/min

Since 2014, I have consulted for 100+ vacation rental managers on developing effective and automated financial reporting and accounting systems. I created an online course for Vaction Rental Managers at bit.ly/4bJQR74

Vijay Rao, CFA, FRM

$250.0/min 5.0 5 $4.17/min

Ivy League educated Angel Investor and Adviser in 5 startups, including startups with an emphasis in technology, finance, and social investing. Serve on Board of Directors at 2 venture backed start up companies, Pandoodle, Inc., and Alpha Omega Financial Systems, Inc. Chartered Financial Analyst with a background in Fixed Income and Equity Portfolio Management and Trading. Also hold undergrad in Economics from Columbia University and Financial Risk Manager Certificate Currently working as Head of Product Management at Alpha Omega Financial Systems, a company I have worked at since it's founding in 2012.

Georgie Thomas

Los Angeles, California

$60.0/min 4.9 10 $1/min

Currently work as GM for DoorDash, former manager at Tesla and former GM at Luxe Valet, former GM at Move Loot, and associate at venture capital firm, deep background in start-ups, finance, and operations, started two small businesses - always happy to connect with like-minded folks! completed a successful crowdfunding campaign where 187% of goal was raised (https://www.kickstarter.com/projects/900522017/plug-and-feather-stone-face-watches)

Jeff Yates

Houston, Texas Area

$100.0/min 4.5 12 $1.67/min

Real Estate Investor and Consultant specializing in investing in single family properties, renovations and property management. I invest in, and manage my own properties and enjoy coaching others on how to do the same - one house at a time.

Goutham Budati

Greater Los Angeles Area

$200.0/min 5.0 2 $3.33/min

Advertising professional with experience in startup consulting, Analytics, Business Strategy, Market Entry, Market sizing, Pricing and Product Management. Currently building data-driven culture in the Ad Agency world. Analytics Evangelist.

Ismael Wrixen

New York

$500.0/min 5.0 4 $8.33/min

Ismael Wrixen is the Executive Chairman of FE International. Ismael has overseen the sale of hundreds of millions in online businesses, including the sale of the popular accounting social media automation platform, Juicer, and the acquisition of Drip by Leadpages. Wrixen is also an active investor in SaaS businesses, sits on the board of numerous exciting businesses, including the LTV Fund and is and a member of the Forbes Finance Council. Wrixen’s previous background was in large-cap M&A investment banking, namely at Morgan Stanley and Citigroup, where he executed several high-profile public deals namely in the Technology sector.

Jeffrey Carpp

Washington, MO

$200.0/min 5.0 2 $3.33/min

Comprehensive consulting services for Financial Forecasting Model’s, Commercial Loan underwriting and advice, Credit Applications, Credit Policy, and Financial Statement Analysis (using UCA method). Also services for Corporate Accounts Receivable Departments, A/R Policy & Procedures, functionality, best practices, client credit approval & limits, understanding the credit risk within the portfolio, reviewing clients with high concentrations of A/R, monthly reporting, bad debt reserve analysis, and the caliber of talent within the department.

Tamer Maher

Atlanta Georgia

$100.0/min 5.0 16 $1.67/min

I have 20+ years of experience in the software filed, ranging from working as a software developer, project manager, product manager, scrum master, Private Equity manager, post acquisition and integration transformation to Chief Technology Officer and Chief Operations Officer. I ‘ve helped numerous companies and entrepreneurs turn their business ideas to successful working companies, I also have global experience working with companies in US, Europe and MENA region. In addition, I ‘m PMP certified and hold an MBA.

Luis Mata

Seattle, Washington

$90.0/min 5.0 11 $1.5/min

Founder, Tunengo.com | Vice President, vCustomer | Manager, WholesalePortal.com | Controller, Comm/net

David Hill

New York City

$300.0/min 5.0 1 $5/min

Business developer with extensive background in product management, product marketing, sales, and development of enterprise software and financial services applications. Passionate about starting new businesses, executing strategies, driving revenue and building long term value. Specialties:Business and Product Development: Managing new product initiatives from idea generation, test marketing, engineering design and build-out, client installation, and building high performance sales teams.

Filip Stoj

Toronto, ON, Canada

$100.0/min 5.0 3 $1.67/min

Corporate Finance / Banking professional with a comprehensive business insight, and a deep understanding of operating and financial models learned through diverse work experiences (banking, e-commerce, private equity investing, and assurance & advisory services). Fascinated by all aspects of business, investing, financial markets and technology since an early age. Highly motivated, enthusiastic and passionate individual with a strong desire to excel. Excellent financial analysis & reporting, financial modeling, due diligence, investment analysis, corporate strategy, presentation & business development skills. Able to connect and relate to all types of individuals in order to achieve a winning mutual relationship. Passionate about advising companies to achieve their full potential and reach their vision. Striving to always create value and make a positive impact for all stakeholders. Strong supporter of youth financial literacy, advancing technology, and entrepreneurship to build a better world. Specialties: Finance, Accounting, Investment Management, Investment Analysis, Private Equity, Venture Capital, Internet, Real Estate, Business Development, and Deal Structuring.

Jeremy Kahn

Beverly Hills, CA

$100.0/min 5.0 3 $1.67/min

Commercial Banker for 15 years specializing in Commercial Real Estate, Acquisition Financing and Working Capital needs. I’ve worked with large institutions from Wells Fargo to HSBC, but have made a home by bringing my wealth of experience to a small boutique bank at Comerica.

Alexander Jarvis

London

$500.0/min 5.0 26 $8.33/min

Founder of 50Folds, perfectpitchdeck.com, alexanderjarvis.com. Former venture capitalist in Asia. Helped build/found Groupon, Lazada and Delivery Hero. Set-up 10+ companies. Active mentor and media commentator.

Adam Lieb

Seattle, WA

$60.0/min 5.0 7 $1/min

Started my first website @ 11 creating strategy guides for gamers. The site was acquired by IGN. I then got started in the virtual goods business, before any of us called it that. Basically I bought swords, shields, and gold in MMORPGs from gamers who had a lot of time and no money, then resold them on my website to gamers who had a lot of money but no time. That business grew and expanded into Gaming Synergies. I bootstrapped GSN to seven figures in revenue spanning our twenty-five networked sites. GSN helped put me through college @UW and my JD/MBA @ Pepperdine. In 2012 I founded Duxter. A social network for gamers seeking to be the home for your gamer life. I am currently the CEO @ Duxter where I recruit talented folks, raise outside capital, and set the vision. I also advise a handful of startups. I love brainstorming problems, coming up with solutions, and helping others build amazing products.

Jeffrey Rose

Louisville, KY

$100.0/min 5.0 2 $1.67/min

CPA with 40 years experience (public & private) in multiple industries. Serial entrepreneur in cost reduction consulting, energy reduction technologies, angel investment clubs, and more. Consults/mentors with other startup entrepreneurs in primarily in finance.

Ezra Zask

New York

$120.0/min 5.0 2 $2/min

Hedge fund manager; due diligence; risk manager; alternative investment consultant; fund of hedge fund manager; foreign exchange and derivatives trading; cryptocurrencies; fintech; valuation; fraud; author; instructor at graduate school of business at Yale, Princeton, Fordham

Michael Johnson, CPA

Tampa/St. Petersburg, Florida Area

$100.0/min 5.0 0 $1.67/min

Experienced Big-4 CPA with public and private company audit experience as well as experience with high net worth clients and small businesses. Currently overseeing accounting for $300 million annual revenue software company. Clear and concise communicator.

Brian Quach

San Francisco Bay Area

$120.0/min 5.0 1 $2/min

Founder of Tree To Tub, an award-winning natural skincare co. Angel Investor (5 startups). Ex-M&A Management Consultant and Investment Banker. Passionate for thinking through the toughest business situations and building bullet-proof strategic plans.

Michael Thiem (CFO), CPA

Greater New York City Area

$175.0/min 5.0 2 $2.92/min

Consultant to small-medium size Entrepreneurs and IT startups about everything from startup funding, bookkeeping, QuickBooks set up and training, financial statement preparations, cash burn report, and projections. My clients have received millions in funding. My past work is high level accounting for billion dollar hedge funds and private equity funds. Check out my LinkedIn profile: https://www.linkedin.com/in/michaelthiemcpa Would love to help you reach your next milestone. Good luck to you all!

Josh Maher

Sunny Seattle

$120.0/min 4.0 14 $2/min

Author of two bestselling books - Startup Wealth & How to Make Money Investing in Pre-IPO Stocks. Builder and Investor (B2B SaaS businesses) - Capital Markets, Banking, and Productivity software. Love a good business model on a Friday afternoon :)

Patrick Donohue

Greater Minneapolis-St. Paul Area

$60.0/min 5.0 24 $1/min

Advised several private and public companies on financial modeling, valuation, finance and growth strategies. Specialize in providing efficient access to capital and financial independence.

Daniel Simonetti

New York City

$60.0/min 5.0 3 $1/min

Management consultant. Expert in employer healthcare, benefits, healthcare reform, human capital M&A issues.

Anne Kroijer

New York 10014

$100.0/min 5.0 1 $1.67/min

Founding Partner @ OnFrontiers, an Expert network for emerging markets. Entrepreneur. Interested in innovation, international development, frontier markets

Josh baylin

Austin, TX

$350.0/min 5.0 1 $5.83/min

Data, analytics automation and overall technology junky. Former Bloomberg reporter. Legg Mason Analyst and SAC Portfolio Manager. Currently running Velocity Growth as CEO where we serve Fortune 50 companies.

Tiffany C. Wright

Akron, OH

$300.0/min 5.0 2 $5/min

CEO/COO/CFO and Entrepreneur. Served as interim CFO and COO of several small to medium businesses. Helped 20 SMBs raise over $42 million from various sources. Author of "The Funding Is Out There: Access the Capital Needed to Impact Your Business". Focuses on tapping resources to build a high cash flow, high value business.

Shawn Powell Joseph

Orlando, Florida Area

$300.0/min 5.0 4 $5/min

Founder Concentric Global Consultants. Professional CFO and Executive Wingman. Dreamer Advocate & Mentor. Advisor to Entrepreneurs and small organizations in the US, Vancouver & the Caribbean. Learn more about me at www.linkedin.com/in/shawnpowelljoseph/. I invite you to contact me to schedule time to talk about your project. As a Senior-Level Finance Professional and Management Consultant, I combine my three great passions - business, travel, and learning new things - to develop strategies that solve problems for my clients. My mission is to help organizations and entrepreneurs succeed on their own terms. My practice areas include business strategy development, SEC compliance reporting, banking relationship development, contract negotiation, and investor relations. Accounting, fiscal planning, budgeting, research, internal and external auditor coordination, and forensic reconstruction services are also some of my areas of expertise. I love the work that I do and I enjoy the clients that I serve. How may I be of service to you?

Joe Spivack

Closter, NJ US

$60.0/min 5.0 1 $1/min

Portfolio: 3DERM - 3D Tele-dermatology imaging system. AI driven screening in development. – invested 4/2015 https://www.3derm.com/ HeatGenie – self-heating beverage can – invested 8/2015; follow-on 11/2017 http://www.heatgenie.com/ PulmOne – desktop lung function testing device – replaces room-sized device – invested 10/2016 https://www.pulm-one.com/ UpNRide Robotics – stabilized, self-propelled standing wheelchair for quadriplegics – allows quadriplegics to interact with the world at eye level. – invested 3/2017 https://upnride.com/ UNTETHERED LABS Wearable wireless key logs you in when you walk up to your laptop, desktop or tablet and logs you out when you walk away. Security WITHOUT complexity and inconvenience. Wearable wireless technology for the enterprise security and access control markets, with wide applications in IT security, healthcare, law enforcement, and large businesses. – invested 11/2017, follow-on 4/2018 Ghost Robotics – Software-driven legged robotics platform. – invested 4/2/18, follow-on 2/19 https://www.ghostrobotics.io/ Zebra Medical – AI-driven medical imaging – invested 6/6/18 https://www.zebra-med.com/ Y-Combinator DemoDay Fund - invested 2/19

Menas Falakos

Chicago, IL

$60.0/min 5.0 1 $1/min

Masters Degree in Agricultural & Applied Economics from University of Illinois in Urbana-Champaign. Master's Thesis: Can Volatility Based Technical Signals Capture Consistent Abnormal Equity Index Returns? Stock Broker License (Series 7). 7 yrs personal funds trading experience, 2 yrs trading on behalf of clients. Investment Strategies Consultant at GP Financial for past 1.5 yrs. CoFounder of BlackWater Assets.

Alex Worthen, CVA

Anchorage, AK

$300.0/min 5.0 1 $5/min

Owned and operated multiple real estate holding companies across six states Startup investor in Alaska, Washington State, Oregon, and Vancouver, BC Huge fan travel, with 70+ countries visited In a past life: Operations management in Alaska based tourism Business valuation expert for mergers and acquisitions, and litigation support Turnaround consulting Nonprofit International microfinance in developing nations

Helina Patience

Vancouver, British Columbia

$150.0/min 5.0 1 $2.5/min

I am a CPA, CMA with over a decade of experience in Finance & HR within multinational companies, across many industries. I am a partner at entreflow consulting group where I help small to medium-sized businesses get organised, grow, and crush their goals. I am a QuickBooks Platinum Level ProAdvisor and a Xero Advisor. I hold vast global experience after living and working in Australia, India, the UK and Ireland. I am a theatre artist, ex-Secondary School teacher, rock drummer, ballet dancer, and whitewater kayaker. Not your typical accountant...

Keval Baxi

Chicago | LA | NYC

$300.0/min 5.0 0 $5/min

Chicago Entrepreneur. Founder of CMScentral– Investor (kbmgcapital). Mentor @ Chicago Startups Passionate about startups and technology.

Adrian Garcia

San José, Costa Rica

$60.0/min 5.0 0 $1/min

Dad, entrepreneur @CaraoV, education and conservation advocate, @MIT and @UTAustin alum, @AspenAGLN @BMWFoundation fellow - email: ag@caraov.com

Derek Kuns

Columbus, Ohio

$150.0/min 5.0 0 $2.5/min

VP of Acquisitions in Private Equity. Prior experience in private credit and investment banking.

Shane Eloe

Council Bluffs, IA

$200.0/min 4.5 2 $3.33/min

CPA in public practice with projects in budgeting, decision support, per-unit analysis, scenario analysis, accounting software, and problem solving. Industry expertise in agriculture from working with farmers and growing up on my family farm.

David Clinton III

Spokane, Washington Area

$200.0/min 4.5 17 $3.33/min

• Serial entrepreneur; slightly addicted to new ideas and innovation! • Started, maintained, and sold my own company for 60x what I started with in less than 7 years (IRR: 135%) • Obsessed with systems, efficiency, and automation

Anup Singhania

India

$120.0/min N/A 0 $2/min

I have 11+ years of experience at top MNC’s such as Amazon, PwC, EY, Xander Advisors (PE Fund) and Goibibo (online travel agency). I am a CPA and a CFA qualified. I have evaluated investment proposals in excess of USD 1 billion and successfully deployed over USD 350 million across asset classes. I have a unique ability wherein I have changed my work profile every 2 years which has helped me gain varied experience in the fields of finance, accounting and investment. I have experience in business finance, corporate finance, mergers and acquisitions, corporate taxation, cross border taxation, accounting, budgeting, forecasting, trust and REIT listing, financial analysis, audits, financial modeling and business planning. My holistic experience in various fields of finance has helped me provide superior output to my clients. I have experience of working with clients located in US, UK, Australia, Singapore, Malaysia and Germany who has consulted him for financial modeling services for various industries such as real estate, software development, healthcare, e-commerce, online travel agency etc. Any start-up organization, needs a CFO who can handle the finances of your company and help take the company in the right direction. If you are looking for a virtual/ online CFO, then you on the right profile and you should not hesitate to reach out to me to discuss finer aspects of the engagement WHY YOU SHOULD HIRE ME: 1) Experience of evaluating over USD 1 billion worth of investments 2) Experience of deploying over USD 350 million 3) Experience of providing service to over 50 MNC clients (online and offline) 4) 100+ financial models prepared SERVICES OFFERED: 1) Financial Valuation 2) Financial Modeling 3) Acquisition Due Diligence 4) Cash flow Projections 5) Capital Structure Optimization 6) Financial Forecasting 7) Financial Planning My interaction with multiple investors has helped me gain insights on what an investor looks in a financial plan before agreeing to fund a new business. If you have read my profile till here, I am sure you liked me and do not hesitate to reach out to me if you need any assistance.

Court Macdonald

Aldie, VA

$150.0/min N/A 0 $2.5/min

Retired at 50. All I've done is handle bankruptcies, foreclosures, short sales and the financial problems of clients. Let me help you with questions about what to do, where to go and guide you along the way. I can even refer you to lawyers throughout the country, if necessary.

Jefferson Neblett

Greater Boston Area

$60.0/min N/A 0 $1/min

Accountant at private equity firm, former tax accountant, background in finance and accounting, entrepreneur at heart

Francisco Gomes

$120.0/min N/A 0 $2/min

Founder of Obu - Music Agency, Data Analyst at Seahub and reasearcher at Creation in Green Hydrogen area. Also finances mentor, music lover, startup fanboy and gamer.

Jason Ochieng

$100.0/min N/A 0 $1.67/min

Renowned finance engineer and advisor specializing in business strategy, startup guidance, technology development, and financial planning. I offer expertise in business planning, scaling, fundraising, product-market fit, software development, IT infrastructure, financial modeling, investment strategies, and accounting.

Seth Hannigan

Eugene, Oregon

$60.0/min N/A 0 $1/min

Founder of one profitable investment company. Have experience operating manufacturing and digital marketing companies. I am currently an angel investor for small businesses around my area.

Paulino Alberto

Nampula

$400.0/min N/A 0 $6.67/min

Paulino Alberto, is a Microcredit Consultant, with a large experience on area. Work as credit manager, Excel Consultant guarantor.

Foster Mukuvare

Harare,Zimbabwe

$60.0/min N/A 0 $1/min

I've worked with more than 500 small businesses at different stages of development, including the idea stage, startup, survival, success, and takeoff. I have experience and expertise in consulting on business strategy, sales and marketing, finance, human resources, supply chain, business models, operational modelling and design

Khayati Goyal

India

$100.0/min N/A 0 $1.67/min

Being a Capricorn and a hosteller, I have gone through a lot of things and learned a lot from them. I can really help you well If you wouldn't hide anything from me. I will always be there for help.

Jason Hui

HongKong

$120.0/min N/A 0 $2/min

I'm An financial analyst from HongKong.We posess Valuable database like Factset\CapitalIQ\WRDS\Bvd\UBS neo ...If you need Financial Data 、Invester Call、Supplychain data、Company Ownership Passthrough etc,i could help.

Edyta Dolecka

London

$60.0/min N/A 0 $1/min

With more than a decade of experience in managing high-intensity client relationships, optimising operational efficiencies, and offering executive-level support, I help businesses with practical insights to streamline processes and maximise customer satisfaction. I’ve taken on and completed numerous multi-million dollar projects, optimised workflows, and successfully steered high-stakes negotiations. Need advice on account management, operational strategies, or executive support? I’m here to help you turn challenges into opportunities for growth.

Tahjinara Taj Eva

Dhaka, Bangladesh

$60.0/min N/A 0 $1/min

Investment Banker, conduct market research and develop financial models to assess investment opportunities