I will do financial statement analysis, ratio analysis and executive reporting

United States

I speak English

Founder of Simply Sorted Finance CPA Candidate

I am an analytical and detail-oriented accounting student and CPA candidate with a strong foundation in financial and managerial accounting. I have a proven ability to maintain accuracy and apply prob...
About this Gig

Are you looking for clear, actionable insights from your company's financial statements? As an accounting and financial analytics specialist with expertise in 3-statement modeling and data visualization, I transform raw financial data into clear executive reports that drive growth.


Whether you need a quick financial health check, multi-year trend analysis, or an investor-ready presentation deck, I deliver accurate, audit-tested, and visually compelling analysis tailored to your business needs.


Services Covered:


  • Financial Ratio Analysis: Comprehensive review of liquidity, profitability, leverage, and operational efficiency metrics.
  • Trend & Variance Analysis: In-depth horizontal and vertical analysis to identify cost drivers and margin shifts across periods.
  • Visual Dashboards: Clean, easy-to-read Excel charts comparing targets against actual performance.
  • Executive Summary Decks: Polished presentation decks outlining key strategic recommendations for board members or investors.


Why work with me?

  • 100% Data Integrity
  • Actionable Insights:
  • Confidential & Professional


Please message me before placing an order to discuss your project!

Visualization Tools:

Microsoft Excel

Power BI

Tableau

Other

Type of model:

Sensitivity analysis

Scenario analysis

Industry:

E-Commerce

Financial services

Software

Target country:

United States