Financial Analyst with strong Excel/VBA skills needed

This is a Financial Analyst role working with a Group Chief Financial Officer (CFO) across a group of companies in a variety of financial industries including Real Estate, Financial Investment and Hedge Fund Management. There area wide variety of tasks that the CFO requires help with including:

- Performing numerical analysis on investment opportunities

- Company bookkeeping including verifying, allocating, and posting transactions

- Converting banks statements into income & expenses reports

- Should have an hands on experience on using Xero, (Downloading bank statement,

- Tabulating rent rolls from monthly reports

- Creating financial models for real estate development deals

- Analyzing debt instruments, Excel data manipulation and formatting, including using VBA to

automate such tasks.

- Maintaining historical records by filing documents into Google drive

- Preparing financial reports by collecting, analyzing, and summarizing account information and


- The personal finances for the CFO, which may include making calls to investment brokers,

pension administrators.

Dedication and availability to work are the most important qualities we are looking for.

In return, we can offer a modest pay rate, top-notch financial investments training, and a great chance to gain solid Upwork experience in the finance sector.

This job is for applicants who:

• want to gain Upwork experience in the finance sector

• want to learn about finance and investment

• want to improve their technical skills, e.g. Excel

• can work 15+ hours per week

Skills / experience required

1) Excellent English skills

2) Able to make VOIP calls, e.g. Skype

3) Able to work Singapore hours

4) Good Excel skills. VBA is a bonus.

5) Familiarity with Google drive

6) Hands on experiencing on using Xero.

Skills: Accounting, Data Entry, Excel, Finance, Financial Research

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About the Employer:
( 1 review ) Singapore, Singapore

Project ID: #18203942

19 freelancers are bidding on average $9/hour for this job


I am expert who understands the value of time. I pride myself in my attention to detail. I am very hard working and aim to deliver in less time than quoted. I want to make you, my employer happy without changing my bid More

$8 USD / hour
(285 Reviews)

Hi there, this is perfect job for my skill set. I am Certified accountant with 9 years of extensive experience. Also I can work in any software environment and can develop high quality VBA tools. Thanks

$10 USD / hour
(130 Reviews)

Hi, If you are looking for an Expert in Accounting, Data Entry, Excel, Finance, Financial Research to work on financial analysis, I am the most suitable candidate. Why am I so sure I’m the person you’re looking for? More

$6 USD / hour
(36 Reviews)

I am an Accountant (CPA) by profession having over 7 years of sturdy experience in Bookkeeping, Accounting, Financial Analysis, Financial Modelling, Forecasting and other related tasks. Over the years i have helped mul More

$8 USD / hour
(36 Reviews)

Hi I would like to bid for this project. I posses Data Analytics, Research, Accountancy, Administration, Banking, Financial/Business Analysis & Reporting and Content Writing experience with Advance MS Excel Dashboards, More

$15 USD / hour
(26 Reviews)

Hello. I am Edgar Díaz. I am Urban Planner With a MBA and Specialist in Project Management (PMI) I can handle many Financial, administrative, Econometric and Mathematical softwares (MSProject, Primavera, Simul8, Excel, More

$4 USD / hour
(29 Reviews)

am not a random bidder.. Please ping me if you are interested with my proposal and I have my own CA who can do this one... thank you..

$25 USD / hour
(11 Reviews)

I have strong background in finance and financial modeling. Therefore, I can aptly undertake your task. For more details, kindly contact me

$8 USD / hour
(57 Reviews)

"Hello, I am happy to inform you that I have read your current project description and understood all of your required requirement. I'd like to help you with confidence and satisfying results. I have professional wor More

$3 USD / hour
(22 Reviews)

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(4 Reviews)

Dear Sir/Madam, Hope you are doing well! I have read your project Financial Analysts and I am having relevant skills,experience and knowledge to submit my proposal. I am having exposure on Xero and also expertise on More

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(4 Reviews)

Dear Sir,Madam I am an investment professional with a civil engineering background. I also have a masters in finance degree. In addition, I am a CFA Level 3 Candidate. Previously, I worked as a business development More

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(2 Reviews)

Hi, I would like to apply my service for Financial Analyst with strong Excel/VBA skills. I do believe i have set of technical skills that can achieve the best for your requirements. Hire me and ready to work. Thankyou.

$5 USD / hour
(2 Reviews)

I am an FCCA qualified accountant with an MBA. I have over 10 years experience in finance from providing accounting and audit services to strategy consulting. I have provided services to both small-scale and large-scal More

$8 USD / hour
(0 Reviews)

I have more than 10 years international cross industry experience in Finance field Flexible with different software. I do basic programming using VBA and google scripting.

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(1 Review)

We are a team of highly qualified and dedicated professionals who have years of experience. For more details please visit our website We would like to demonstrate our skills and expertise by provi More

$8 USD / hour
(0 Reviews)

Hi, I am Dat, a business professional with 6 years working experience in Singapore and Vietnam. I have been working in business development and management roles in both Singapore and Vietnam, mostly in construct More

$14 USD / hour
(0 Reviews)