I will prepare cfa based investment analysis and business reports
About this Gig
Are you looking for a CFA-level financial expert to prepare accurate and insightful analysis?
Im a CFA-trained professional specializing in investment research, business valuation, and financial reporting. I deliver clear, data-driven insights that help investors, startups, and businesses make informed decisions. Expect detailed financial models, ratio analysis, performance evaluation, and professional presentations formatted for clients or investors.
My Services Include:
- Financial statement analysis (Income, Balance Sheet, Cash Flow)
- Investment research & portfolio performance review
- Business valuation (DCF, comparables, multiples)
- Financial modeling & forecasting
- Ratio & risk analysis
- Equity & market analysis
- Professional PowerPoint/Excel report formatting
- Summary report for presentations or investors
Lets make your financials speak with confidence!
Reporting frequency:
Monthly
•
Quarterly
•
Annually
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.
FAQ
Do you prepare reports for all industries?
Yes, I work across sectors including finance, manufacturing, retail, agriculture, and tech.
Are your reports GAAP or IFRS compliant?
Yes, I prepare reports in both GAAP and IFRS formats as required.
Can you customize the Excel or PowerPoint format?
Absolutely! Each report is fully formatted for professional presentation.
Is my data confidential?
100%. All data stays secure and is never shared with third parties.

