Freelance Financial Analysts in United StatesFreelance Financial Analysts in United States
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Joy Z's avatar
Joy Z
Seattle, USA
I turn messy spreadsheets into insight-driven tools.
I turn messy spreadsheets into insight-driven tools.
Cover image for Excel model: 5-year forecast for new facility I created a pr...
Excel model: 5-year forecast for new facility I created a pro forma to forecast the financial impact of building a new healthcare facility. In the model, I built in dynamic levers to account for changes in operations, such as staff, number of available rooms in the building, and changes to state policy affecting revenue drivers. Model was built to be driver-based such that key drivers lived in their own tabs, and fed to primary summary pages for exec review. Figures have been randomized in attached pictures with names removed to maintain confidentiality.
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Cover image for Salary and Benefits budget for grant tracking The goal was t...
Salary and Benefits budget for grant tracking The goal was to build a spreadsheet that tracked all expenses on a grant budget, the salary and benefits being the most complex. The challenge was capturing all employees' varying start/end dates at varying amounts, and designed in a digestible way for non-finance users to understand. The spreadsheet needed to also account for one-off stipend amounts that didn't align to regular budget cycles. Figures have been randomized in attached pictures with names removed to maintain confidentiality.
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Cover image for This was a small project for a SaaS startup to review the ra...
This was a small project for a SaaS startup to review the raw data, and generate a financial report. There were some known data anomalies and the goal of the project was to discover the extent of those data issues and how it impacted the reported financials. In my deliverables, I provided a report of the income statement and headcount summary, with formulas built in to allow the user to toggle between different countries, or display the holistic income statement of all countries. I also provided a quick report of what was observed in the current financials, the data anomalies, and what to realistically expect in the financials if we adjusted for those anomalies.
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Cover image for GTM enablement on customer value props slide deck At this st...
GTM enablement on customer value props slide deck At this startup, the goal was to educate the sales and marketing team on how customers were getting value out of the platform. I created 30+ slides (one for each customer) on their "before" and "after" states, collaborating with the CS team and directly with customers to get this data. I set up the Google Sheets deck in a templatized way to streamline the process when adding new customers to the deck. Data and info has been obfuscated in attached pictures to maintain confidentiality.
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Financial Analyst(2)
Sophia Green-Robinson's avatar
Sophia Green-Robinson
Miami, USA
Senior Policy Advisor | Former DC Treasurer | Georgetown Law
New to Contra
Senior Policy Advisor | Former DC Treasurer | Georgetown Law
Cover image for Title: Policy Brief Writing &
Title: Policy Brief Writing & Regulatory Advisory Description: Senior document-based policy advisory services delivered exclusively through written analysis, research memoranda, regulatory comment letters, and structured briefings. Drawing on 40+ years of experience in public finance, infrastructure policy, federal regulatory environments, and municipal advisory work — including service as the youngest Washington DC Treasurer in modern history. Engagements span infrastructure finance policy, broadband and telecommunications regulatory analysis, transportation and housing program strategy, tax-exempt debt structuring guidance, and senior technical review of complex financial and legal documents. All deliverables produced asynchronously via email and written documents — no meetings required. Served clients across federal, state, and local government agencies, transit authorities, housing organizations, and private sector infrastructure firms through Columbia Equity Financial Corp.
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Cover image for Title: Municipal Advisory & Infrastructure
Title: Municipal Advisory & Infrastructure Finance Description: Columbia Equity Financial Corp. (CEFC) is a registered municipal advisory and broker-dealer firm I founded, nationally ranked among top financial advisors with over $7 billion in infrastructure financings. Services span municipal bond issuance, tax-exempt and taxable debt structuring, infrastructure project finance, and federal program coordination across transportation, housing, telecommunications, and broadband sectors. Clients have included state and local governments, transit agencies, housing authorities, airports, and 501(c)(3) organizations across more than a dozen states including DC, Maryland, Virginia, Georgia, New Jersey, Connecticut, Oregon, and Alaska. CEFC has held national rankings including #2 among Top 25 Financial Advisors in New England and #2 in the District of Columbia. All advisory services are delivered through written analysis, financial modeling, and document-based deliverables.
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Cover image for Title: TEACH Trilogy — Psychological
Title: TEACH Trilogy — Psychological Fiction Saga Description: The TEACH Trilogy is a three-book psychological fiction saga in development, exploring intergenerational patterns of narcissistic abuse, systemic manipulation, and "fissure awareness" — the capacity to recognize repeating historical and psychological patterns across time. Book 1 (TEACH) is scheduled for publication in mid/late 2027, followed by Book 2 (SENT) in 2029 and Book 3 (FISSURES) in 2031. The trilogy builds directly on the Glass Truths serialized pilot (December 2025 – December 2026), which established the community, subscription model, and narrative foundation across 29 episodes on Patreon and Substack. The transmedia project integrates written fiction, audio storytelling, educational psychology, and community engagement — translating 40+ years of institutional leadership, systems analysis, and crisis navigation into accessible, mission-driven narrative form. Published under IFTI Publishing & Advisory.
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Cover image for Title: Glass Truths — Serialized
Title: Glass Truths — Serialized Psychological Fiction Description: Glass Truths is a 29-episode serialized psychological fiction series published via Patreon and Substack, exploring intergenerational patterns of narcissistic abuse, systemic manipulation, and what I call "fissure awareness" — the capacity to recognize repeating psychological and historical patterns across time. Launched December 2025 with a structured biweekly release schedule through December 2026, the series integrates audio storytelling, educational psychology, and community engagement through a tiered subscription model. Glass Truths serves as the narrative pilot and community-building foundation for the forthcoming TEACH Trilogy — a three-book saga scheduled for publication beginning in 2027. This project represents the publishing and creative arm of IFTI Publishing & Advisory, translating 40+ years of institutional experience into accessible, mission-driven storytelling.
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Financial Analyst(2)
Alex Clifton's avatar
Alex Clifton
New Albany, USA
Certified QuickBooks Online ProAdvisor | Expert Bookkeeping
1x
Hired
12
Followers
Certified QuickBooks Online ProAdvisor | Expert Bookkeeping
Cover image for Bookkeeping Cleanup (QuickBooks Online)
Bookkeeping Cleanup (QuickBooks Online)
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Cover image for QuickBooks Online (QBO) Setup
QuickBooks Online (QBO) Setup
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Cover image for Certified QuickBooks Online ProAdvisor | Experienced Bookkeeper
Certified QuickBooks Online ProAdvisor | Experienced Bookkeeper
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29
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Financial Analyst(3)
Amer Awad's avatar
Amer Awad
Detroit, USA
Financial Analyst and Writer with Private Equity Experience.
Financial Analyst and Writer with Private Equity Experience.
Cover image for This is a sample financial
This is a sample financial model built for portfolio purposes demonstrating a 9-tab Excel acquisition model for a 48-unit value-add multifamily property in the Phoenix MSA at $7.44M. Includes a unit-by-unit rent roll with current vs. market rent and renovation status, cap rate bridge from in-place to stabilized NOI, Fannie Mae DUS loan structure, 10-year operating pro forma, refinance and exit analysis at Year 3 and Year 5, LP/GP equity waterfall with J-curve, and sensitivity heat maps across exit cap rate, rent growth, and purchase price.
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Cover image for SBA-Approved Business Plan for Roofing Company Aquisition
SBA-Approved Business Plan for Roofing Company Aquisition
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Cover image for ETF Tax Efficiency
ETF Tax Efficiency
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Cover image for Offering Memorandum for 158 Wooster Street, New York
Offering Memorandum for 158 Wooster Street, New York
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Financial Analyst(4)