Top Financial Planning and Analysis Experts

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

A professional builder, breaker, fixer, innovator, and party starter While my experience and skill set span across a wide range of departments, my professional identify can best be classified as a problem solver. What gets me excited to wake up in the morning is the opportunity to build something that will make others’ lives easier. To create solutions that others may not have thought were possible. To automate tasks that my team members hate doing. I’d like to think of this as making the wildest dreams come true People come first for me, and I strive to make any room I walk into one full of energy, excitement, and passion. We’ve only got so much time in this life, and I believe that whether at work or at home, we owe it ourselves to always keep it lively and fun

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

Innovative Strategy and Finance leader with a deep understanding of how to drive real results through the effective use of Analytics, Decision Science and Technology. I have experience in a wide domain of industries including, Manufacturing, Technology, Healthcare, Insurance, Banking and Finance.

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

There is an interesting phenomenon being on the receiving end of a sales meeting when you spend so much time trying to do just that, it's a tough job to be sure and it is so easy to see what the difference makers are doing that seperate them from their peers. What amazes me is when there is a top notch service but it's ruined by a below average, sales rep. If you've ever been there - we should talk!

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

Strategic Corporate Finance - previously with Harvest Health and Recreation, Inc., & now currently with The Pharm and Sunday Goods Valuation Analysis / Financial Consulting - Kotzin Valuation Partners Arizona State University - M.S. Finance Key traits: Prepared Results-driven Accountable Skills: Financial Analysis, Complex Problem-Solving, Critical Thinking, Communicating, and Team-based Projects

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Over a decade of experience driving finance, strategy and business operations at global technology companies; - foodpanda - Intel - Telstra - Inmarsat - Apple I started my career in Sydney and have been fortunate to work and live in London, Hong Kong and Singapore. Currently, in Singapore at foodpanda APAC, I lead a team of finance business partners to drive the business hypergrowth across 12 markets in Asia. Outside of the corporate world, I am passionate about startups, technology, mentoring, sports (cricket, rugby and football) and travelled to over 50+ countries. Are looking for a Career Mentor, a new job or a career change? ExpertCareerMentors.com connects you with industry experts in your chosen field to provide you with career advice, resume writing, Linkedin profile editing and interview preparations to land your dream job. Connect to schedule a free consultation today. mail@edwinang.com.au SG +65 9483 3543 AU +61 457 603 086

A seasoned professional with over 30 years experience helping both SME's and larger corporates adding value to financial, operational and commercial challenges by working closely with CEO's, PE and other key executives. * ACA (SA) ex Ernst & Young, South Africa* Advising C suite* Working with Private Equity* Mergers and Exits* Investment decks and financial projections* Strong tech, financial services, real estate & SAAS experience* UK and extensive International experience* 'Fire fighting' and turnarounds* Hiring, training and motivating finance teams.* Reorganisation of accounts departments* Automation of systems and processes* Systems implementation, Reporting, Forecasts, business plans and KPI's relevant to the business* Implementation of internal controls, budgeting and cash flow forecasting.

Senior finance and operations executive with a background spanning a variety of industries, including SAAS software, ed tech, healthcare services, advertising/marketing services, and retail. Focused on optimizing people, processes, and systems to support rapid growth. Having been a Controller, FP&A leader, and CFO, deeply knowledgeable in all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy-side and sell-side M&A, financings, capital raises/recapitalizations, and international operations. Extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. Very experienced with leading high-growth private equity-backed companies with revenues in the $10M-$300M range and have led multiple companies through successful exits.

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.

Recent MBA graduate with a deep understanding of finance and economics, nearly ten years of capital markets experience working with some of the world’s largest institutional clients, and refined technical skills. Energetic team player with excellent interpersonal skills and a passion for solving complex business problems. Highlights by category include… Performance Excellence, having won “Team of the Year” on six-person team within line of service consisting of several hundred employees. Relationship Management, having increased broker satisfaction by consistently exceeding performance expectations. Operational Insight, having developed and implemented a VBA program that produced approximately $50 million per month in additional liquidity in order to facilitate greater trade volume and to mitigate risk. Revenue Generation, having added more than $500K in annual revenue by improving one of our processes regarding pricing and overnight investments.

My name is Marcel Santos and I am a CERTIFIED FINANCIAL PLANNER professional and Wealth Advisor at Cetera Investors in the Metro DC area. My team and I work with individuals and businesses developing financial plans, for a planning fee, that include: -Asset Management-Investment Strategies -Retirement Accumulation-Retirement Distribution plans -Tax-efficient strategies-Legacy Planning and Wealth Transfer strategies 240-485-1505 ext. 221Marcel.Santos@ceterainvestors.comwww.marcelsantoswealth.comCetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.