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English
$
USD
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I will provide expert financial analysis and KPI reporting to help you grow
United States
I speak English, Spanish
Corporate level financial analysis for your small business
Senior Financial Analyst with a BSBA in Finance from Central Michigan University. 2+ years across government and corporate finance in the food service industry. Managed projects exceeding $150M, reduc...
About this Gig
Are you making business decisions without truly understanding your numbers?
Im a corporate financial analyst with 2+ years across government finance and corporate finance at a major fast food corporation. I manage budgets, forecasts, KPI dashboards, and performance reporting at both unit and corporate level daily.
What I deliver:
- Monthly P&L and profit margin analysis
- Custom KPI dashboards for your industry
- Excel financial models and variance reports
- Power BI interactive dashboards
- Cash flow, forecasting, and budgeting
- Actionable recommendations, not just data
Industries I specialize in:
- Restaurants and food service
- Contractors and trades
- Retail and e-commerce
- Small businesses of all types
I dont just hand you a spreadsheet. I tell you what the numbers mean and what to do about them. The same analysis used by major corporations, built specifically for your business.
Send me your QuickBooks export, Excel file, or CSV and I handle everything with complete confidentiality.
Message me before ordering to confirm your project is a great fit.
Visualization Tools:
Microsoft Excel
•
Power BI
•
Python
•
SSRS
Industry:
Construction
•
Food & beverage
•
Retail & wholesale
Target country:
Canada
•
United States
•
Worldwide
FAQ
What financial data do you need from me?
A QuickBooks export, Excel file, csv, or any standard financial report. I’ll guide you through exactly what to send after you order.
Is my financial data kept confidential?
Absolutely. All client data is handled with strict confidentiality, stored securely, and never shared with third parties. Data is retained only to support your ongoing analysis needs.
What industries do you work with?
Any small business but I currently specialize in restaurants, food service, contractors, and retail.
Do you offer ongoing monthly services?
Yes-message me about monthly retainer packages for ongoing financial reporting and analysis.
How long does the process take?
Depending on your package 5-10 days. Rush delivery is available as an add-on.
What if I am not happy with the deliverable?
I include revisions with every package and will work with you until you’re satisfied with the result.
Do you offer consultation before I order?
Yes-message me before ordering and I’ll confirm your project is a good fit and answer any questions.
What makes you different from other financial analysts on Fiverr?
I’m an active corporate financial analyst working daily in the fast food industry at both unit and corporate level. I bring real world experience - not just academic knowledge - directly to your business.
