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Skills

  • Accounting
  • Accounts Receivable
  • Bookkeeping
  • Business Acquisition
  • Business Acquisition Financing
  • Business Analysis
  • Business Development
  • Business Planning
  • Business Valuation
  • Data Entry
  • Data Management
  • Educational Consulting
  • Financial Reporting
  • Financial Services
  • Mergers and Acquisitions

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Services

  • Bookkeeping

    $20/hr Starting at $250 Ongoing

    Dedicated Resource

    I have experience with the following bookkeeping services: - Setting up chart of accounts - Bank statement data entry and reconciliation - Journal entries for closing accounts and accrual basis accounting...

    AccountingAccounts ReceivableBookkeepingData EntryData Management

  • Business Analysis

    $30/hr Starting at $500 Ongoing

    Dedicated Resource

    As a current business analyst in my full-time job, I am well versed in numerous valuation methods and servicing business transactions. I can assist with business valuation, succession planning, individual...

    Business AcquisitionBusiness Acquisition FinancingBusiness AnalysisBusiness DevelopmentBusiness Planning

About

I am a financial professional looking to use my experience and expertise to help improve businesses efficiently and effectively.

I have 3+ years of experience in small business bookkeeping using QuickBooks. I have experience setting up the framework for financial statements, data entry for all transaction types, journal entries, payroll, and financial reporting.
Along with this experience, I have financial analysis experience as well. I am currently a business analyst at a management consulting firm and have been employed in this role for 2+ years. I excel in finding opportunities to help optimize operations to improve financial efficiency and increase profitability. I have worked on M&A transactions and have performed hundreds of operational and financial analysis consulting assignments.
I have a strong background in Excel, PowerPoint, Quickbooks, and some working knowledge of SQL. I have three degrees in Economics, Finance and Mathematics.
Entrepreneurial mindset and efficient worker. Experienced investor in the stock market, so I can also perform stock and trading strategy analysis. I have experience in management consulting, valuation analysis, venture capital, M&A, financing, and ad hoc financial analysis.

Work Terms

Hours of operation: (MST) Monday - Friday 6 PM - 12 AM; Weekends: 8 AM - 12 AM; I am a night owl, so I am up late at night. Preferred contact method: email or text (email and phone # included in profile); Minimum compensation rate: $15/hour ($25 preferred but willing to negotiate); Minimum budget: $250