I will do financial statement analysis, ratio analysis and executive reporting
Founder of Simply Sorted Finance CPA Candidate
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
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Power BI
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Tableau
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Other
Industry:
E-Commerce
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Financial services
•
Software
Target country:
United States
FAQ
What files do I need to provide to get started?
Please provide your Income Statement, Balance Sheet, and Cash Flow Statement (if available) in Excel, CSV, or PDF format, along with a brief note on your primary goals.
Can you handle custom data formats or software exports?
Yes! I can work with exports from QuickBooks, Xero, NetSuite, or raw Excel trial balances. Drop me a message with your file format before ordering.

