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I will analyze your financial statements and flag the issues only a cfo would

David L.

United States

I speak English, Hebrew, Russian

Professional grade research and investment decks in days, not weeks

Prompt strategy, brand voice guides, Newsletters, and B2B research briefs — written clearly, sourced carefully, delivered in days not weeks. I work with founders, marketing leads, and operators who wa...
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About this Gig

Need a real read on a set of financial statements, fast and without paying analyst rates? I'm a working CFO at a single-family office. I produce the same analysis I run on our portfolio companies ratios, trends, quality-of-earnings adjustments, peer benchmarks built for someone making a decision this week.

WHAT YOU GET

  • Standard ratios: margins, working capital, leverage, returns
  • Common-size analysis and trend interpretation
  • Quality-of-earnings flags and EBITDA normalization
  • Diagnostic findings with severity ratings
  • Live Excel workbook with all formulas (Standard+)
  • Strategic recommendations, not just data

WHY ME

  • Working CFO, not a bookkeeper or grad student
  • AI-accelerated workflow: days, not weeks
  • I write and build the deliverables myself no offshore handoffs

WHAT TO SEND

  • P&L, balance sheet, and cash flow (PDF or Excel)
  • Industry and business-model context
  • The decision this analysis is for

Verticals where I'm strongest: B2B SaaS, financial services, real estate, professional services. Others welcome message me first to confirm fit.

Message me before ordering custom work to confirm scope.

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analyze your financial statements and flag the issues only a cfo would
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analyze your financial statements and flag the issues only a cfo wouldanalyze your financial statements and flag the issues only a cfo wouldanalyze your financial statements and flag the issues only a cfo wouldanalyze your financial statements and flag the issues only a cfo wouldanalyze your financial statements and flag the issues only a cfo would

Financial statement type:

Balance sheet

•

Income statement (P&L)

+2 more

Accounting standards:

US GAAP

Service type:

Pro-forma financial statements

•

Other

Reporting frequency:

Monthly

•

Quarterly

•

Annually

•

Ad-hoc

Industry:

Agriculture

•

Animals & pets

+42 more

Target country:

United States

Gigs are not screened

Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.

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