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73 results for Financial Analysis in Sarasota, FL
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Josue Rivera
Providing services: Financial Advisory, Retirement Planning, Budgeting, Financial Planning, Life Insurance, Financial Consulting, Insurance, Financial Analysis
Sarasota, FL
Summary: I'm here to help you do the things that are important to you today and the things you see for yourself in the future. Whether it's saving for your kids education, buying your first home, starting a business, retiring early, etc. With my personalized approach to financial planning, I'll work with you to help you achieve your financial goals and financial security. Tambien hablo español!
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Anthony C. Sabella, CPA (FL And NY)
Providing services: Financial Accounting, Personal Tax Planning, Small Business Tax, Business Consulting, Financial Consulting, Tax Advisory, Financial Analysis, Financial Reporting, Retirement Planning
Sarasota, FL
Summary: Leader and Certified Public Accountant with a demonstrated history of managing clientele in the areas of: Health Care, Real Estate, Asset Management, Hedge Funds, Law Firms, Construction, Charter Companies, Closely Held Businesses, and various other industries. Highly skilled in Business consulting, Tax Preparation, Retirement planning, Fixed Asset reporting, Entity Structuring and business management. Strong business acumen and firm development expertise.
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Julie Gerharz
Providing services: Accounting, Financial Accounting, Bookkeeping, Budgeting, Financial Analysis, Administrative Assistance, Customer Support, Data Reporting, Project Management, Invoice Processing
Sarasota, FL
Summary: • Over 6-year experience professional accounting experience; proficient In accounts payable, invoicing. payments, purchase orders, reporting (expense. AR. AP. P&L. unbilled EE reimbursements), budgeting, payroll tax, and data analysis. • Performed banking (ACHs, wires, positive pays) - release of payments, applying cash payments, monitoring client POs to bill appropriately as well as requesting POs for exhausted funds, as as creating POs for vendor invoice submission for AP payments. • KPIs daily monitoring, JEs, account reconciliation, payroll garnishment submissions, 40lk submissions, vendor management, CO requests and management, creation of project setups, pricing terms and contract amendments change orders. In addition to various requested reports upper management and administrative support roles. Software Knowledge: MS Excel Ariba HR Pyramid SharePoint
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Saneel Tare
Providing services: Business Analytics, Data Reporting, Strategic Planning, Business Consulting, Web Design, User Experience Design (UED), Financial Planning, Financial Analysis
Sarasota, FL
Summary: Award winning Data Analyst with over 4 years of professional experience, working as an ERP Data Analyst, Data Analytics Engineer Intern and as a Data Analyst intern, I bring a wealth of expertise in SQL, Tableau, Power BI, Advanced Excel, Python, ETL/BI tools, SAP ABAP, and Microsoft Azure. Proficient in a wide range of technical skills relevant to data engineering and management, I excel in leveraging tools such as Alteryx, Talend and ER/Studio to optimize processes and drive informed decision-making. Skills: - Proficient in SQL (Microsoft SQL Server, MySQL, PostgreSQL), Python (Pandas, NumPy, SciPy, Matplotlib, Seaborn), ETL/BI tools (ER/Studio, Alteryx, Talend), and Data Visualization (Tableau, Power BI, QuickSight, Qlik Sense, QlikView). - Experienced in cloud platforms such as Microsoft Azure (DataBricks, Data Lake, Data Studio), Google Cloud Platform, and AWS. - Skilled in web development technologies including HTML5, CSS, React, Angular, JavaScript, with a strong background in utilizing tools like Microsoft Power BI, Excel, and various development environments. Career Highlights: - Optimized ETL processes using Alteryx, resulting in a 20% reduction in data blending and processing time and spearheaded development of Power BI reports, facilitating informed decision making of KPIs & insights thereby driving organizational growth during my internship at Changing the Present. - Led the development of Tableau CRM dashboards from Excel reports at Larsen & Toubro Infotech, providing valuable business insights to leadership and improving decision-making by 60%. - Supervised a client’s S/4HANA migration process, minimizing potential disruption by 95% through meticulous oversight and strategic planning at Larsen & Toubro Infotech. - Engineered a data warehouse solution for 24M+ records from TSV files using SSMS, Google Big Query, and Talend, enabling comprehensive insights through multiple Tableau dashboards during academic project work.
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Dennis Huffman
Providing services: Management Consulting, Financial Advisory, Small Business Tax, Training, Change Management, Financial Consulting, Business Consulting, Wealth Management, Retirement Planning, Financial Analysis
Sarasota, FL
Summary: Dennis was called to the financial industry with a focused purpose to better the lives of those around him. For over two decades, he has been fine-tuning financial plans and creating solutions through his vast insight gained over years of experience in the industry. Dennis excels in helping business owners set their goals and achieve success by developing a plan for their future, along with helping pre/post retirees maintain a stable plan. Through financial industry expertise,n strong-rooted relationships, Dennis is well equipped to handle any financial situation brought to him. In addition, Dennis holds a National Social Security Advisor certification, along with a CPA Team-Based Model designation. His specialties include Retirement Planning, Estate Planning, Annuities and Tax planning. He also is a First Source career coach helping mid to upper level executives find placement due to unemployment or voluntary career change.
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Gloria Vergara
Providing services: Financial Accounting, Executive Coaching, Team Building, Event Coordination, Event Planning, Budgeting, Financial Analysis, Financial Reporting, Notary
Sarasota, FL
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Xochitl Napoles, MBA
Providing services: Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, Insurance, Loans, Financial Analysis, Life Insurance, Mortgage Lending
Sarasota, FL
Summary: As a Financial Advisor at Morgan Stanley, I serve the comprehensive needs and concerns of families. I am part of The Schwartzbaum Urfer Group, a team of dedicated and knowledgeable professionals who provide tailored advice and solutions for multigenerational Wealth Management. I have a strong background in Financial Planning, asset allocation strategies, and I am fluent in English and Spanish. My mission is to be an asset for our clients, and to help them achieve their life financial goals and dreams, while building long-lasting trusting relationships.
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Elizabeth Darling
Providing services: Accounting, Bookkeeping, Financial Accounting, Tax Preparation, Financial Advisory, Financial Reporting, Financial Analysis, Interior Design, Landscape Design
Sarasota, FL
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Princess V Wood
Providing services: Educational Consulting, Management Consulting, Project Management, Editing, Writing, Strategic Planning, Financial Analysis, Bookkeeping, Financial Reporting
Sarasota, FL