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Financial Analysis
Menu496 experts in Financial Analysis topic
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JCJD CarluccioEntrepreneur,, Head of Product, Consultant • San Francisco, CAEntrepreneur, 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-EnglishFinancial Analysis • Raising capital • Startup Consulting • Business planning • Project Management • Business Strategy • Early-stage Startups • Accounting • Angel Investor • Financial Reporting •$4.17/min per minute5.0 29 19
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POPaige OldhamStrategic CFO for 30+ yrs. Startups to $100M+ • Colorado Springs, COStrategic 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 growthFinancial Analysis • Healthcare • Strategic Planning • Business Coaching • Healthcare Information Technology • Mental Health • Financial Forecasting • Work Life Balance • Part-Time CFO Services • Mindfulness •$5/min per minute5.0 25 11
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CQCARLOS QUINTANATax Strategist • Greater Los Angeles AreaI specialize in structuring tax strategies with entity infrastructure strategies to lower tax liability. Registered Financial Advisor, Entrepreneur, Investor, Tax and Fiscal Strategies Expert.Financial Analysis • Start-ups • Investments • Corporate Finance • Accounting • Tax Accounting • Financial Forecasting • Regression Testing • Tax Preparation • Trend Forecasting •$6.67/min per minute4.7 27 9
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JVJames von der LiethConsultant for Growing Vacation Rental Managers • Austin, TXSince 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/4bJQR74Financial Analysis • Real Estate • Financial Management • Bookkeeping • Quickbooks • Accounting • Property Management • Financial Accounting • Financial Reporting • Property Management Consulting •$3.33/min per minute5.0 24 5
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VRVijay Rao, CFA, FRMStartup Angel Investor, Finance & Funding ExpertIvy 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.Financial Analysis • Start-ups • Startups • Private Equity • Early-stage Startups • Derivatives • Fixed Income • Debt Restructuring • Bloomberg • Equity Funding •$4.17/min per minute5.0 17 5
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GTGeorgie ThomasExperienced sales and operations professional • Los Angeles, CaliforniaCurrently 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)Financial Analysis • Business Development • Entrepreneurship • Crowdfunding • Start-ups • Private Equity • Venture Capital • Financial Modeling • Investment Banking • Strategic Partnerships •$1/min per minute4.9 19 10
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JYJeff YatesActive Real Estate Investor and Landlord. • Houston, Texas AreaReal 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.Financial Analysis • Real Estate • Startup Consulting • Due diligence • Investments • Investors • Real Estate Transactions • Investment Properties • Property Management • Foreclosures •$1.67/min per minute4.5 25 12
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GBGoutham BudatiExperience in designing the operating plans • Greater Los Angeles AreaAdvertising 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.Financial Analysis • Product Management • Strategy • Marketing Strategy • Market Research • Strategic Planning • Management Consulting • Market Analysis • Competitive Analysis • Business Analytics •$3.33/min per minute5.0 10 2
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IWIsmael WrixenCEO @FE International, Investor, Forbes Council • New YorkIsmael 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.Financial Analysis • eCommerce • Internet Marketing • Private Equity • SaaS • Financial Modeling • Internet Strategy • Business Valuation • Mergers & Acquisitions • Amazon •$8.33/min per minute5.0 8 4
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JCJeffrey CarppForecasting Models & Managing Credit Risk • Washington, MOComprehensive 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.Financial Analysis • Financial Modeling • Policy • Credit Risk • Credit Analysis •$3.33/min per minute5.0 7 2
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TMTamer MaherCTO / COO- M&A Business Consultant MBA & PMP • Atlanta GeorgiaI 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.Financial Analysis • Startup Consulting • Lean Startups • Scrum • JIRA • Financial Modeling • Software Project Management • Agile Project Management • Healthcare Information Technology • Lean Manufacturing •$1.67/min per minute5.0 8 16
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LMLuis MataTech Minded Finance Professional • Seattle, WashingtonFounder, Tunengo.com | Vice President, vCustomer | Manager, WholesalePortal.com | Controller, Comm/netFinancial Analysis • Start-ups • Strategy • Strategic Planning • Due diligence • Negotiation • Management • Corporate Finance • Accounting • Strategic Financial Planning •$1.50/min per minute5.0 4 11
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DHDavid HillBusiness/Product Developer • New York CityBusiness 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.Financial Analysis • Software Development • Product Management • Product Development • Strategic Planning • Strategic Partnerships • Software Implementation •$5/min per minute5.0 2 1
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FSFilip StojCorporate Finance / Banking • Toronto, ON, CanadaCorporate 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.Financial Analysis • Real Estate • Private Equity • Due diligence • Financial Modeling • Corporate Finance • Accounting • Financial Reporting • Investment Management • Cash Flow Forecasting •$1.67/min per minute5.0 1 3
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JKJeremy KahnCorporate Finance Architect • Beverly Hills, CACommercial 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.Financial Analysis • Portfolio Management • Corporate Finance • Banking • Loans • Credit Risk • Credit Analysis • Credit • Commercial Banking • Small Business Lending •$1.67/min per minute5.0 6 3
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AJAlexander Jarvis50Folds. Former VC in Asia. Helped 3 unicorns • LondonFounder 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.Financial Analysis • Entrepreneurship • Start-ups • Venture Capital • pitching • Business Models • Business Strategy • E-commerce • Financial Modeling • Pitch Development •$8.33/min per minute5.0 11 26
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ALAdam LiebCEO at Duxter • Seattle, WAStarted 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.Financial Analysis • Entrepreneurship • Start-ups • Online Marketing • Business planning • Business Strategy • New Business Development • E-commerce • Negotiation • Contract Negotiation •$1/min per minute5.0 8 7
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JRJeffrey RoseCPA, serial entrepreneur, financial analyist • Louisville, KYCPA 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.Financial Analysis • Fundraising • Tech startups and entrepreneurship • Financial Modeling • Strategic Financial Planning • Pitch Development • business plans •$1.67/min per minute5.0 2 2
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EZEzra Zask30+ years in investments and hedge funds. • New YorkHedge 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, FordhamFinancial Analysis • Hedge Funds • Portfolio Management • Investment Strategies • Artificial Intelligence • Financial Risk • Options Strategies • International Finance • Foreign Exchange • Cryptocurrency •$2/min per minute5.0 5 2
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MJMichael Johnson, CPATampa/St. Petersburg, Florida AreaExperienced 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.Financial Analysis • Accounting • Auditing • Financial Reporting • Internal Controls • SEC filings • US GAAP • Sarbanes-Oxley Act • CPA • General Ledger •$1.67/min per minute5.0 1 0
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BQBrian QuachThink, Plan & Execute Like a Professional • San Francisco Bay AreaFounder 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.Financial Analysis • Entrepreneurship • Digital Marketing • Marketing Strategy • Strategic Planning • Business Strategy • Financial Modeling • Scalability • Mergers & Acquisitions • Global Business Development •$2/min per minute5.0 3 1
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MTMichael Thiem (CFO), CPACPA, CFO, Startup funding advisor, Quickbooks Pro • Greater New York City AreaConsultant 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!Financial Analysis • Funding • Bookkeeping • Quickbooks • Accounting • Financial Accounting • Cash Flow Forecasting • IFRS • CPA • Equity Funding •$2.92/min per minute5.0 4 2
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JMJosh MaherAuthor, Investor, and Advisor • Sunny SeattleAuthor 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 :)Financial Analysis • Raising Venture Capital • angel investing • Start-ups • Strategic Planning • Cloud Computing • Capital Raising • Investments • Angel Investor • Real Estate Investment •$2/min per minute4.0 4 14
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PDPatrick DonohueFinance Strategist • Greater Minneapolis-St. Paul AreaAdvised several private and public companies on financial modeling, valuation, finance and growth strategies. Specialize in providing efficient access to capital and financial independence.Financial Analysis • Raising capital • Start-ups • Social Media • New Business Development • Financial Modeling • Investment Banking • Investments • Corporate Finance • Excel •$1/min per minute5.0 3 24
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DSDaniel SimonettiHuman Capital M&A Consultant • New York CityManagement consultant. Expert in employer healthcare, benefits, healthcare reform, human capital M&A issues.Financial Analysis • Strategy • Employee Benefits • Management Consulting • Human Capital • Mergers & Acquisitions • Healthcare Consulting • Organizational Design • Underwriting • Health Insurance •$1/min per minute5.0 4 3
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