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I need a finance specialist for a single one-hour session focused on comprehensive financial analysis. We will work through theory and calculations side by side, touching on ratio work, cash-flow evaluation, and break-even considerations. All three statements—balance sheet, income statement, and cash-flow statement—will feed the numbers, so please be comfortable moving between them quickly. During the call I will share the source figures; you will walk me through each step, explaining the logic behind every metric while performing the math in Excel (or an equivalent spreadsheet) so I can see the formulas in action. Accuracy and clarity matter more than polish—I want to finish the hour with: • A live spreadsheet (or calculator printout) showing each calculation • Short explanations beside the numbers that summarise the key insights I will stay available for instant questions, ensuring we finish within the allotted time and budget.
Project ID: 40553674
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22 freelancers are bidding on average $21 USD for this job

With over 10 years of experience in the fields of accounting, taxation, and financial consultancy, I believe I am the perfect fit for your financial analysis needs. My team comprises of Chartered Accountants, CPAs, and Bookkeeping Specialists who are highly skilled in financial statements analysis as well as ratio work, cash-flow evaluation, and break-even considerations that you require. We have extensive experience in using various accounting software including QBO, Oracle ERP, NetSuite, Xero, MS Dynamics Business Central that will enable us to promptly flow through the tasks without any complications. My team's expertise extends not only into performing calculations but also in providing clear explanations alongside the numbers to summarize key insights effectively. Accuracy and clarity stand at the core of our service delivery and we maintain this ethos even under time constraints. In addition to my proficiency in finance and Excel analysis, my team is also adept at web scraping, data conversion (PDF to Excel, JPEG, XML etc), content writing and much more. This means we can employ diverse perspectives as we consider different angles of your financial data. Your confidence in finishing this task within budget aligns perfectly with our ethos as we aim to provide quality work and customer satisfaction. I look forward to working together with you soon!
$30 USD in 7 days
9.0
9.0

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
$20 USD in 7 days
5.1
5.1

With hands-on experience in financial analysis and ratio work, I am well-equipped to guide you through a comprehensive one-hour session covering balance sheet, income statement, and cash-flow analysis. Could you provide insight into the specific industry context to tailor our discussion effectively? Regards, CA. Swati Jain, CPA
$20 USD in 4 days
4.6
4.6

With over 5 years of experience in bookkeeping and a deep understanding of accounting software and financial management tools such as Excel, I'm confident I can provide the comprehensive financial analysis you're looking for. My proficiency extends beyond preparing financial statements - I am comfortable with complex data analysis and making accurate calculations on the fly. I'm well-versed in the basics of ratio work, cash-flow evaluation, and break-even considerations, ensuring we make the most of our hour together. My methodical and detail-oriented approach means no transaction or formula will escape my scrutiny. We'll ensure each calculation is accurate and comprehensible, affording you valuable insights into your business's health. Moreover, apart from effective data analysis, I'm a collaborative problem-solver too. Lastly, I strongly prioritize client privacy. Rest assured that your financial information will be handled with the utmost confidentiality throughout our interaction. By choosing me, not only do you gain access to an expert with demonstrated skills in accounting and finance, but also to a partner who is fully dedicated to simplifying your financial journey. Let's turn those numbers into meaningful insights together!
$30 USD in 7 days
4.1
4.1

As an experienced and detail-oriented Chartered Accountant, I am well-equipped to help you with your one-hour financial analysis task. Throughout my decade-long career, I've honed my skills in financial reporting, auditing, and utilizing advanced tools like Excel for data analysis. This makes me the perfect partner to seamlessly transition between the three statements - balance sheet, income statement, and cash-flow statement - as you require. My speciality in auditing financial statements has also trained me to be accurate and thorough in all calculations and analysis. Your request for explanation alongside each step aligns perfectly with my commitment to providing strategic insights and fostering client relationships. Not only will I walk you through the theory, but I will also ensure you understand the logic behind every metric as we perform the calculations even beyond our dedicated hour-session. Each moment of our session will be focused on delivering high-quality results without compromises on clarity or accuracy. As we dig into ratio work, cash-flow evaluation, and break-even considerations, rest assured that I will leverage my knowledge to provide short explanations beside each number to summarize key insights. My aim is for you to finish our one-hour session with a live spreadsheet showing all calculations that not only meet your expectations but enhances your knowledge of financial analysis as well!
$30 USD in 7 days
2.8
2.8

As an accomplished Finance Manager and CFO, my skills are perfectly aligned for your one-hour comprehensive financial analysis session. With deep expertise in financial statements, auditing, and corporate consulting combined with solid knowledge of data analysis tools like Excel, I can guide you through the process with ease. As we dive into ratio work, cash-flow evaluation, and break-even assessments, I'll be able to provide invaluable insights based on my thorough understanding of these metrics. My approach to financial matters is straightforward and practical. I will prioritize explaining each step's logic and performing the math in real-time so you can see not just the final numbers but also the process behind them. Clarity is key here. By the end of our session, you'll have a live spreadsheet or calculator printout showcasing every calculation, accompanied by short explanations that summarize takeaways. My commitment to accuracy and continuous professional improvement makes me an excellent choice for your project. I'll leverage my experience in preparing and analyzing financial statements, strengthened by a strategic mindset that goes beyond numbers to support growth and informed decision-making. Choose me for a task complete with a clear breakdown of your numbers that will empower you to make more effective business choices.
$30 USD in 7 days
2.4
2.4

Having worked as a seasoned Certified QuickBooks and Xero ProAdvisor for multiple years, I am confident that I can provide the best financial analysis session you require. My strong understanding of financial statements (P&L, Balance Sheet, Cash Flow), ratios, and data analysis combined with expertise in tools like Excel enable me to effectively tackle complex tasks in a short span. During our hour-long call, I'll walk you through each step of the comprehensive financial analysis and ensure your complete understanding of the theories behind every metric and the logic behind each calculation. My meticulous approach to data management and eye for detail will guarantee an accurate spreadsheet which will provide you with key insights along with short explanations summarizing them. Apart from my skills, my clients consistently commend my ability to stay within the budget while satisfying their requirements. Your confidence in me won't be misplaced- together we can get this done efficiently and effectively without exceeding your budget. Let's get started on streamlining your finances!
$25 USD in 7 days
2.2
2.2

A one-hour session covering ratios, cash-flow, and break-even across all three statements in real time tells me you want someone who can actually think on their feet in Excel, not just recite formulas. That's exactly how I work with clients - live spreadsheet open, formulas visible, each cell labeled so you can trace the logic back to the source figures yourself. My approach: you share the numbers, I build the model live, narrate the "why" behind each metric (liquidity, efficiency, break-even units/revenue), and leave you with a clean file plus short notes beside each calculation for later reference. No black boxes, no unexplained shortcuts. I keep sessions tightly paced so we don't run over budget. What industry are the source statements from - useful to tailor the ratio benchmarks?
$15 USD in 7 days
2.4
2.4

As a seasoned finance professional, mentor, and expert in accounting software such as QuickBooks Online and Microsoft Excel like myself, I believe my skill set marries perfectly with the needs of your project. I utilize my excellent knowledge of accounting theory and spreadsheet calculations to illuminate the complexities of financial analysis. With accuracy as my modus operandi, you can rest assured that each step-in ratio work, cash-flow evaluation, and break-even considerations will be ironclad. Over my extensive 5+ years in bookkeeping, I have nurtured patience and clarity in explaining intricate financial matters since I understand how overwhelming jargony numbers can be for non-specialists. It has also honed my time-management acumen ensuring we'll comfortably cover all facets within our one-hour session. Furthermore, my proficiency in pivotting expertly between the three statements balance sheet, income statement, and cash-flow statement is an asset. With me, you don't just obtain a 'live' spreadsheet or calculator printout but also crucial short explanations alongside the figures that summarize key insights gleaned. Let's make this one-hour count; working in harmony towards your financial clarity is my primary goal.
$30 USD in 7 days
1.6
1.6

I can walk you through this live in Excel, building each formula in real time so you can see exactly how the numbers connect back to the three statements. For the hour, I'd suggest we move in this order: start with liquidity and profitability ratios pulled straight from the balance sheet and income statement, then move into cash-flow evaluation (operating vs. investing vs. financing), and close with break-even analysis so you leave with a clear cost/volume/profit picture. As we go, I'll label each calculation with a short plain-language note explaining what it tells you about the business — not just the formula, but why it matters — so the spreadsheet stays useful as a reference after the call ends. I'm available for a call as soon as you're ready to share the source figures, and comfortable moving quickly across all three statements without losing accuracy.
$10 USD in 1 day
1.8
1.8

Hello, I am Amna, a seasoned professional with 6+ years of experience in Data Analysis and Financial Modeling. I have reviewed your project requirements and I am confident in providing you with a comprehensive financial analysis session. Throughout our one-hour session, I will guide you through ratio work, cash-flow evaluation, and break-even considerations, ensuring a clear understanding of each step and calculation in Excel. With over 210 successful projects completed, I guarantee accuracy and clarity in delivering the key insights you seek. Let's discuss further in the chat for a detailed plan on how to proceed. Regards, Amna
$10 USD in 1 day
1.2
1.2

Hello, My name is Rakshith a, Semi Qualified Chartered Accountant from India. I have 4+ years of experience in Accounting, Taxation, Finance and Auditing. I have extensive knowledge and experience in Financial Statements Preparation and Analysis. I can perform this job of Analysis of data and on call discussion regarding solving your queries or providing information required. Pay is as mentioned but it's ok if length is extended a bit more. Let me know what you think Thank you for your time.
$14 USD in 1 day
0.3
0.3

⚡ I WAS LOOKING FOR A PROJECT LIKE THIS. I have just handled a similar finance analysis task, guiding clients through detailed calculations in Excel for clear insights. You want a straightforward breakdown of financial data without getting lost in complex jargon. In our session, I'll swiftly navigate between the balance sheet, income statement, and cash-flow statement, ensuring thorough analysis with concise explanations. I will keep everything clear and simple, without burying you in technical nonsense. MESSAGE ME, I WILL GIVE YOU THE HONEST VERSION FIRST. Regards, Stefan.
$18 USD in 7 days
2.2
2.2

As a seasoned finance specialist with a comprehensive understanding of data analysis and accounting principles, I am confident in my ability to guide you through your financial analysis task in an insightful and efficient manner. I am highly proficient in Excel and can ensure that all calculations and metrics are thoroughly explained while diving deep into balance sheet, income statement, and cash-flow statement. My commitment to delivering results and keen eye for detail will guarantee the accuracy of your live spreadsheet or calculator printout. Furthermore, my knack for transforming complicated concepts into accessible bites of information aligns perfectly with your need for summarizing key insights alongside each calculation. To top it off, my experience in SEO-optimized content writing can add value to the clarity of the provided explanations. By choosing me, you're not just hiring a freelancer but gaining a true partner dedicated to supporting your business growth. Our 1-hour session will not only equip you with a solid understanding of your financials but also open avenues for long-term collaboration. So let's embark on this journey together and turn your financial data into actionable strategies!
$30 USD in 1 day
0.0
0.0

I have experience in using quick books online accounting software for bookkeeping. Creating many reports ageing accounts receivable, accounts payable, balance sheet, Income statement, cash flow statement, project wise income and expenses or any other types of reports as desired by the management.
$19 USD in 7 days
0.0
0.0

The value of financial analysis isn't arriving at the right answer. It's understanding why the answer is right. Since we'll be working across the balance sheet, income statement, and cash flow statement, every calculation should connect naturally to the next rather than feeling like isolated formulas. The goal is to leave the session with a clear understanding of what each metric reveals, how the statements relate to one another, and how to interpret the results with confidence. We'll build everything live in Excel, with formulas and concise notes, so you'll have a practical workbook to use long after the session ends. I'd like to understand what prompted this session. Are you preparing for an exam, solving a business case, or strengthening your financial analysis skills for work?
$20 USD in 1 day
0.0
0.0

Hey, I'm Michael. I've read your project details and I'm confident I can exceed your expectations. Your focus on comprehensive financial analysis aligns perfectly with my expertise. With years of experience in finance, I offer high-quality work at competitive rates to build my reputation on Freelancer. My goal is your 100% satisfaction: payment only upon your approval.
$12 USD in 1 day
0.0
0.0

As a dedicated financial analyst, I am confident that I possess the necessary skills and experience to successfully complete your one-hour task. My diploma on Investment Analysis and my current study in Invest Management have provided me with a solid foundation in understanding markets, company financials, and the economy, equipping me with the ability to interpret and analyze complex financial data quickly. My proficiency in Excel allows me to maximize its capabilities in analyzing financial metrics like ratios, cash-flows, and break-even points. I will ensure not just accuracy but also clarity while explaining each step, formula, and metric. It is important for you to not only see the numbers but also comprehend the underlying logic behind them - which I am committed to providing. Moreover, conducting this analysis session within your time frame and budget has always been an integral part of how I approach my work. Rest assured that your satisfaction is paramount to me. With my skills, experience, and dedication, I'm confident that we can tackle every aspect of this project expertly and efficiently. I look forward to working with you to deliver actionable insights on your financials at the end of our call!
$20 USD in 7 days
0.0
0.0

Sharjah, United Arab Emirates
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