I will prepare cfa based investment analysis and business reports

United Kingdom

I speak English, Spanish, French
I specialize in CPA marketing and affiliate strategies. I help businesses generate leads and increase conversions using the CPA model. With experience in building profitable campaigns, I can guide you...
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!

Financial statement type:

Balance sheet

Income statement (P&L)

Accounting standards:

Australian GAAP

Canadian GAAP

French GAAP

Service type:

Financial statements preparation

Reporting frequency:

Monthly

Quarterly

Annually

Industry:

Agriculture

Beauty & cosmetics

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.