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Rating is 4.8 out of 5.
4.8/5
based on 7,997 client reviews
  • US$95 hourly

    • 4.8/5
    • (26 jobs)
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
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    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
    Financial Analysis
  • US$195 hourly

    • 5.0/5
    • (321 jobs)
    Hi! Upwork uses my first name, Royce, but I go by Aaron (my middle name). I am a quantitative /systematic trader that also helps others with all things related to running algorithmic trading systems. This includes tasks such as system modeling/backtesting, data collection/storing, signal processing based on technical indicators, portfolio and position risk management, etc. I am a skilled programmer that writes well documented and organized code that is easy to follow and build upon. I provide even more value with my trading knowledge and experience. I've contributed to hundreds of successful projects to date, and look forward to taking on many more. Some of my specialties includes using QuantConnect (where I am a recommended consultant), Interactive Brokers API integration, TradeStation, and TradingView. I've learned a lot about technical analysis going through the Chartered Market Technician (CMT) program where I've passed all three of the exams on my first try. I'm currently working on becoming a chartered member. My past and current clients include investment/financial advisors, portfolio managers, CTAs, and professional traders. I also work with individuals that are just getting started in trading. Check out the testimonal below to see what an active client who manages around 150M+ AUM had to say about working with me. If you are interested in learning how to write algorithms for QuantConnect, I've created a training course of 22 different algorithms that I explain in 27 videos, almost 17.5 hours of instruction. Message me if you are interested, and I can send you more information.
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    Trading Strategy
    Trading Automation
    Financial Trading
    Derivatives Trading
    Quantitative Finance
    Quantitative Analysis
    Project Risk Management
    Forex Trading
    Quantitative Research
    Algorithm Development
    Python
    Cryptocurrency
    Investment Research
    Financial Analysis
    Financial Modeling
  • US$40 hourly

    • 5.0/5
    • (7 jobs)
    Consumer internet and CPG finance executive with Financial Planning and Analysis (FP&A) core experience and cross-functional experience in Analytics, e-commerce, Business Development and Corporate Development.
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    Company Valuation
    Cash Flow Analysis
    Google Sheets
    Intuit QuickBooks
    Google Analytics
    Financial Analysis
    Financial Accounting
    Financial Planning
    Financial Modeling
    Data Analysis
    Management Accounting
    Microsoft Excel
  • US$150 hourly

    • 4.9/5
    • (119 jobs)
    Former TradeStation EasyLanguage Engineer who answered 17,000+ TradeStation EasyLanguage Forum questions for Traders and Developers. Developed thousands of strategies/indicators and the most advanced products available which enhance automated trading. Degreed Electrical Engineer with a MBA. I am thoroughly versed in TradeStation nuances and I build on a strong foundation of listening to the customer, bringing clarity to the issues, and finding solutions to the problems. I ask the questions that help you rigorously define your project and decide if it is possible, affordable, and ultimately, desirable. There are many paths that can be taken when writing code. How the code is written can impact how efficiently your strategy trades. Having been exposed to so many other trader's and developer's code and to finding solutions for their issues, I bring a broad perspective to coding and a deep understanding of just how to effectively and quickly code in TradeStation EasyLanguage while avoiding non-obvious pitfalls.
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    TradeStation
    EasyLanguage
    Object-Oriented Design
    Statistical Analysis
    Six Sigma
    Financial Analysis
  • US$150 hourly

    • 5.0/5
    • (151 jobs)
    Howdy! I am a seasoned commercial real estate advisor specializing in contract creation/negotiation and investment analysis that also loves helping businesses grow and develop new strategies from a high-level technical standpoint, whether it's product development or financial strategy. I'm looking forward to hearing what your goals are and assisting you in your project. —$1B+ in real estate asset underwriting and due diligence —Real estate tech co founder x2 (data science and valuation) —10 years in real estate development, management, legal & financial advisory —7 years web product development and deployment —4 years blockchain governance and innovation
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    Real Estate Appraisal
    Contract Drafting
    Real Estate Law
    Contract Law
    Financial Analysis
    Commercial Lease
    Financial Projection
    Real Estate Financial Modeling
    Blockchain
    Startup Consulting
    Financial Modeling
    Cardano
    Real Estate Investment Assistance
    Legal Agreement
    Real Estate
  • US$175 hourly

    • 4.8/5
    • (113 jobs)
    I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.
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    Tax Strategy
    Xero
    Intuit QuickBooks
    Financial Analysis
    Income Statement
    GAAP
    Bookkeeping
    Tax Return
    Tax Planning & Advisory
  • US$500 hourly

    • 4.6/5
    • (16 jobs)
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
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    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • US$95 hourly

    • 5.0/5
    • (183 jobs)
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales, with over 58,000 units during a 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications, including construction loans, tax-exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
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    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
    Financial Analysis
  • US$25 hourly

    • 4.6/5
    • (82 jobs)
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
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    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • US$20 hourly

    • 4.7/5
    • (22 jobs)
    *Certified Public Accountant, Expert in Accounting Systems such as BizBox, QuickBooks, PeachTree, and Excel Accounting Workbooks *Inventory Management Expert *Business Start-Up Consultant *Accounting and Internal Controls Process Flow Consultant *Financial and Business Analysis Expert *Powerpoint Business Presentation Expert As a Certified Public Accountant, I provide tax computation and advisory. I can also offer all around accounting, bookkeeping, systems designs, internal control set up, audit, streamlining of processing and financial analysis. As Inventory Management Expert, I can design inventory process flow customized to your business needs. I can design forms, templates and inventory reports that will optimized inventory efficiency and minimize inventory holding cost. With the innate nature of the loving challenge, I welcome start-up businesses and troubleshooting tasks that will put my more than 15 years of work experience to good use.
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    QuickBooks Online
    Inventory Management
    Financial Analysis
    Cost Accounting
    Financial Accounting
    Business Management
    Corporate Tax
    Business Analysis
    Bookkeeping
    Business Modeling
  • US$160 hourly

    • 5.0/5
    • (141 jobs)
    My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
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    VLOOKUP
    Financial Analysis
    CPA
    Bookkeeping
    Data Analysis
    Microsoft PowerPoint
    Tableau
    Microsoft Excel
    Data Visualization
    Google Sheets
    Intuit QuickBooks
  • US$50 hourly

    • 5.0/5
    • (30 jobs)
    Hello, I'm a business-finance bachelor's graduate - I have worked with various clients in different industries - Consulting, Healthcare Group, Law Firm, Real Estate, E-Commerce, Staffing, etc. from the admin to the accounting & finance side. I have the eagerness to learn, I work independently, with excellent communication and analytical skills, creative-working, and time management. Here are some of my previous professional experiences: - M&A analyst; from market, industry research and revenue estimation, sourcing, etc. - Processed 200+ invoices, petty cash, checks, reimbursements, and working with various vendors. - AP/AR accounts reconciliation, unclaimed checks, etc. - Assisted the CA Relief Grant program for the disbursement to the grantees ($1.5b in total). Technical proficiency includes NetSuite, Quickbooks, Sage Intacct, Invoiced, Clio, Freshdesk, Stripe, Concur, Authorize.net, Salesforce, G-Suite, PointClickCare, Microsoft Office, including MS Word, Dynamics, Outlook, Excel, Access, PowerPoint, and Adobe Cloud, Zoom, Asana, Airtable, Slack, DealCloud. Excited to work with you!
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    General Ledger
    Journal Entries
    Invoice
    Bill.com Accounts Payable
    Accounting
    Purchase Orders
    Salesforce
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
    Oracle NetSuite
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Invoicing
  • US$100 hourly

    • 5.0/5
    • (63 jobs)
    I am a full-time freelancer and I love to help clients make data-driven decisions for their businesses. I previously worked in management consulting and have an an MBA in finance and an MS in data analytics. My strengths are in financial analysis, financial modeling & forecasting, other Excel or Google Sheets-based reporting/forecasting and modeling, and data visualization in Power BI, Google Data Studio, Tableau, or Excel/Google Sheets. If you have ever thought something like the following, I'd love to help you! "I wish I knew which products I should invest in and which ones I should cut" "I wish this data set could tell me _________" "I wish I had a better understanding of my cash outlook" "I wish I had a better BI dashboard to share with my team" "I wish this Excel model made me cry less" As a consultant I know the importance of being highly dedicated to client satisfaction, as you can see from my currently perfect 5.0 star review average and 100% Job Success Rate!
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    Microsoft PowerPoint
    Accounting Principles & Practices
    Microsoft Power BI Development
    Financial Modeling
    Data Analysis
    Relational Database
    Microsoft Power BI Data Visualization
    Data Visualization
    R
    Microsoft Excel
    Google Sheets
    Microsoft Power BI
    Financial Analysis
    Looker Studio
  • US$35 hourly

    • 5.0/5
    • (12 jobs)
    I have more than 12 years of experience in finance, accounting and market analysis fields. Usually, these activities were combined with manager assistant’s duties. As result, I have the following skills: In accounting (accounting records according to IFRS and tax accounting standards); In finance: - Financial planning (development of financial models for projects; budgeting for companies); - Management accounting (implementation and monthly reports). - Financial analysis (NPV, Payback period; Profitability ratios; Break-even point, IRR, Discounted Payback period calculation). As administrative assistant: - Documents processing (drafts of agreements preparations, writing procedures, data entry); - Preparation of presentations in PowerPoint/ Keynote); - Email Communication; - Payments control; - Social media management ( Facebook, YouTube, Instagram); - Content management. Work with Wordpress and Tilda sites. As investment and marketing analyst: - Market analysis ( market size; competitors; partners determination; other marketing researches); - Project analysis (reachability of financial indicators, market share, etc.) If my knowledge and skills are useful for you I will be happy to help you.
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    Business Plan
    Financial Analysis
    Financial Modeling
    Financial Reporting
    Forecasting
    Management Accounting
    Project Analysis
    Cash Flow Analysis
    Microsoft Excel
  • US$75 hourly

    • 5.0/5
    • (77 jobs)
    As a licensed CPA actively working in public accounting, I have a wide variety of exposure to different accounting topics. With years of QuickBooks experience and expertise drafting GAAP-compliant financial statements, I'm your go-to CPA for all things business, accounting, and tax. Not sure on the extent of service you need? Reach out today to chat. Let's get to business!
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    Bookkeeping
    Accounting Basics
    CPA
    Data Entry
    Financial Analysis
    Intuit QuickBooks
    Financial Accounting
    Income Statement
    Payroll Accounting
    Microsoft Excel
    Balance Sheet
    Bank Reconciliation
    Account Reconciliation
  • US$20 hourly

    • 5.0/5
    • (15 jobs)
    I Know YOU are Looking 🔍 For a Content Writer! I was a content writer before ChatGPT came. I have a degree in Marketing 🎓 and 5 years of experience in the industry 💼, and I helped many businesses sell their products with my compelling copy. I have worked with: E-commerce Businesses 🛍️ Media and News Publishing Companies 📰 Brokerage Firms 💹 And helped them create: Sales Copy 📈 Marketing Copy 📣 Social Media Content 📱 Email Marketing Strategy Landing Pages Articles and Blogs ✍️ Products Descriptions🏷️ YouTube Scripts 🎬 Financial Content 💲 If you are looking for a Rockstar SEO Content Writer, Well, you are at the right place 🌟. Why Me? Crafting Words ✍️ that Connect: Elevate your brand's voice with my expert Content Writer services 📝. Your Message, Amplified 🗣️: I blend creativity and strategy to turn your ideas into compelling stories 🌐. Words That Work Wonders: Let me help you engage, persuade, and convert your audience with impactful copy 🎯. From Concepts to Conversions: My copywriting skills turn your business goals into persuasive narratives 🌟. Elevating Brands, One Word at a Time: Partner with me for a copy that resonates and delivers results 🔝. And Most Importantly! I am super cool to work with 😎 and don't mind reviewing a draft if it doesn't click you in the first look. If you reached this far 👀 , I am sure you don't wanna risk it to go somewhere else. Let's Connect 🤝 and Take your Content Marketing game to NEXT LEVEL! 🚀
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    Technical Analysis
    Forex Trading
    Article Writing
    Blog Content
    AI Content Editing
    AI Content Writing
    Content Rewriting
    Content Editing
    Surfer SEO
    On-Page SEO
    SEO Keyword Research
    SEO Writing
    Content Writing
    Financial Analysis & Valuation
    Financial Writing
  • US$40 hourly

    • 4.7/5
    • (6 jobs)
    I am a well-rounded Business professional who was born and raised in Belize. I'm bilingual and have been a successful entrepreneur as well as customer service representative, technical support specialist and Executive Administrator. I currently specialize in Data Analytics and Corporate Financial Analytics. I can help you manage your database, analyze data to determine company KPI measures, run ad-hoc reports, and create beautiful data visualizations for easy interpretation. I enjoy working with new people and helping others succeed. Here is a bit about my skills and how I can help you make your business more data-driven and efficient: Analytical and results-oriented professional with a Bachelor of Business Administration in Finance and a Master of Business Administration candidate. * Possess basic knowledge of finance procedures with capability to drive out inefficiencies through data analysis and process improvement. * Effective Communication and Problem Solving: Superior communication, collaboration, and interpersonal skills along with ability to build long-lasting relationships with clients and internal / external parties. * Excellent problem solver with tactical vision and confirmed ability to identify root causes of problems and devise efficient solutions while multitasking in a fast-paced work environment.
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    Income Statement
    Intuit QuickBooks
    IBM Cognos TM1
    Accounts Payable
    Accounting Basics
    Financial Report
    Invoicing
    Microsoft Dynamics 365
    Accounts Receivable Management
    Financial Analysis
    Financial Variance Analysis
    Data Interpretation
    Tableau
    Microsoft Excel
    Microsoft Power BI
  • US$12 hourly

    • 3.9/5
    • (467 jobs)
    I am a professional Credit Repair Specialist. For the last 10 years, I have worked with the Different Company of the USA. I can do credit repair work Manually and on Credit Repair Cloud & Client Dispute Manager & Dispute Fox & Dispute Panda & Dispute Bee. I can analyze all types of credit reports some are Experian.com, Equifax.com, Transunion.com, Identityiq.com, privacyguard.com, creditkarma.com, smartcredit.com etc. The services I provided to the company: 1. EX, EQ, TU Letter Making with new custom statement for every client. Making New template and adding them by coding into CRC. 2. Using Effective Template and Item selection to get them deleted fast and boost the score 3. Mailing letters and documents through Letter Stream & Hello Fax 4. Complain form filling and submitting on Federal Trade Commission 5. Attorney General, CFPB & LEXIS-NEXIS complain form filling and submitting 6. Database Update and weekly working progress report generate 7. Emailing client and give customer support 8. Team Management 9. Giving partially customer support via phone and full support via email / social media I have completed my Master in Computer Sciences. I have also expertise in using MS Office, Google Suite, Dropbox, Pipedrive, Fax software, Hootsuite, Trello, & Sl@ck. I hope I have the experience and skills to do your job successfully.
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    Boost
    Classifieds Posting
    Credit Report
    Administrative Support
    Financial Analysis
    Credit Repair
    Data Analysis
    Microsoft Excel PowerPivot
    File Maintenance
    Credit Scoring
    Ad Posting
    Data Entry
    Microsoft Excel
    Microsoft Word
  • US$75 hourly

    • 5.0/5
    • (172 jobs)
    Let's face it, no matter what facet of the business world you work in, writing probably isn't your "thing." That's OK, because it is mine, and my job is to make your marketing easier. I am a native English speaker, born and raised in the Southwestern United States, and specialize in content creation and editing in the real estate, finance and investment, and general business sectors for clients around the world. Clients include Arrived Homes (fractional real estate investing), Basic Property Management, Concreit (fractional real estate investing in debt), Crexi, Lendai (real estate lending platform), NAS Investment Solutions (1031 exchanges), Obie (insurance), RealtyMogul, Roofstock, Stessa, and various other firms in the investment real estate, property management, insurance, and accounting industries. There are two pricing packages to choose from, depending on your objectives and budget. Feel free to content me for a customized quote for your project. BASIC The Basic content creation package is best for those who prefer to do their own keyword research and SEO, and who may be working with a more limited budget. Flat-rate pricing for basic content creation includes the following: • Blog post length as specified by client (minimum fee may apply). • Content processed through Copyscape to prevent accidental plagiarism or duplication. • Meta title and description. • Content delivered in a Word or Google document format with H1, H2, and H3 header formats. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. BUSINESS The Business content creation package is best for those concerned with optimizing keyword use and SEO, article tone of voice, and who have a more robust budget. Flat-rate pricing for business content creation includes the following: • Keyword selection based on search phrase or specific keyword(s) selected by client. • Blog post length as specified by client (may be slightly longer at no extra charge), or I can make recommendations for length based on competition research from Clearscope. • Use Clearscope to help produce content that is highly relevant to what people are searching for, • to drive organic traffic. • First, second, or third person voice (client choice). • Post structured with headings H1, H2, H3, etc. • Keyword analysis report to identify secondary and LSI keywords is provided to client for future content ideas • Meta title and description. • Final article run through Grammarly for content improvement suggestions and verify tone of voice. • Final article run through Copyscape to check for and prevent accidental plagiarism. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. After over 25 years in the business, I know the real estate industry inside and out and have personally brokered tens of millions of dollars worth of real estate sales and lease transactions for my clients and for my own portfolio in retail, office, industrial, single-family and multi-family residential income properties, and in raw and subdivided land. I have been awarded the Certified Commercial Investment Member (CCIM) designation, one of the most prestigious professional certifications one can earn in commercial investment real estate. It never hurts to talk, so feel free to contact me if you have a content creation project you'd like to discuss.
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    Financial Analysis
    Content Development
    Content Creation
    Property Management
    Investment Research
    Real Estate Marketing
    Case Studies
    Blog Writing
    Search Engine Optimization
    Content Writing
    Article Writing
    Copywriting
    English
    Real Estate
  • US$62 hourly

    • 4.8/5
    • (140 jobs)
    I am an experienced U.S. degreed accounting professional and CPA candidate. Financial decisions can be made successfully by determining accurate profitability. Reducing income tax starts with accurate financial statements prepared with current tax laws in mind. Unreconciled accounting records can leave out income and expense transactions leading to an over or under statement of business net income. Important in 2024, all for-profit entites that are formed and registered in the U.S. are required to file a Beneficial Owner Informaton (BOI) Report to U.S. Treasury by December 31, 2024. Newly formed businesses in 2024 must file the BOI Report within thrity (30) days. Penalities can be severe for not filing a required BOI Report. If your company took an Employee Retention Credit (ERC) be sure that you have proof that you qualified for the credit. The Internal Revenue Service (I.R.S.) is reviewing the ERCs that were taken believing that most may be incorrect. The Work Opportunity Credit and Empowerment Zone Credit are available for 2023 and 2024 tax filings. Section 179 allows 100% depreciation for business equipment in 2024 for to $1M. Bonus Depreciation for Federal income taxes is 80% in 2023. The Inflation Reduction Act enacted for 2022 increases the tax credit for solar installions included are tax credits for installations of engery efficient windows, doors, water heaters, furances, air-conditioners, and an electric vehicle tax credit increase of $7,500 to $4,000 for purchases of particular models in 2023. Buyers of clean engery vehicles will receive a Time of Sale Report from the dealership to file with their tax returns starting in 2023. Quarterly United States (U.S.) estimated Federal income tax deposits are due by the 15th of the following month. The American Rescure Plan Act of 2021 changed the filing requirements for Forms 1099-K for payment card and third-party network transactions (TPSOs). There is a requirement for Credit Card Payment Facilators to send Form 1099-K to payees who have payment card transactions of $600 or more in 2023. The mileage rate for vehicle business use has been increased to 67 cents per mile for 2024. The Qualified Business Deduction (QBI) is a twenty percent (20%) deduction for qualified taxable income less any net capital gain for the tax year. The QBI 20% deduction is available through 2025. The (I.R.S.) requires Schedules K2 and K3 reporting beginning in tax year 2021 for U.S. partnerships, foreign individuals, and S-Corporations with items of international tax relevance. Some state sales tax laws requires Online providers to collect and remit state sales tax if remote sales in the state are $100,000 or more. Most other states have similar laws for remote sellers and marketplace facilitators. International tax payers may have Tax Treaties with the U.S.. Over time I see businesses grow that I work with. I have over ten (10) years of experience in bookkeeping, GAAP accounting, Federal and state tax filings, and business support. I have real estate, renewable energy, e-commerce, service, medical, and tech industry experience. I offer intelligent business support, excellent problem solving, and leadership skills. I have successful Upwork virtual work experience. I have QuickBooks Online, QuickBooks Online conversion, and clean-up experience. I use Excel reporting and analysis. Best results are obtained by applying best practices, current Generally Accepted Accounting Principles (GAAP) and U.S. tax law. Converting your business accounting to a cloud based accounting software, like QuickBooks Online is a smart decision because of the quick access to financial data worldwide, robust reporting, and easy account maintenance. Technological advances have eliminated the importance of location making virtual business partnerships efficient and effective. Net present value, ROI, capital budgeting, and other capital investing models and analysis support executive decision making. A periodic examination of financial ratios for business such as Asset Turnover, Return on Assets, and Return on Equity can show relative success, cost savings, and a company's operating effectiveness. The goal is a larger return on equity for sustainability.
    vsuc_fltilesrefresh_TrophyIcon Financial Advisors
    Accounting
    Financial Statement
    Financial Plan
    Tax Preparation
    Income Statement
    Tax Accounting
    Business Analysis
    Business Development
    Financial Modeling
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Bookkeeping
    Financial Analysis
  • US$90 hourly

    • 5.0/5
    • (413 jobs)
    I'm an engineer who's been working with spreadsheets for over 40 years, creating a wide variety of Excel files, both for engineering work, and also for other projects (such as tax records, business data processing, payroll records, quotations / estimates, stock analysis, church recordkeeping, etc.). I've completed over 1000 different Excel projects for over 300 different clients, in the USA and around the world. My strengths are spreadsheet structure, complex formulas, and VBA macros. Whether you need a complex macro-enabled spreadsheet to automate data processing, or a simple one, I can deliver. NOTE that I work in Excel (for Windows). I do NOT work with Google Sheets or Excel for Mac, since I have found both of those platforms to have some significant incompatibilities with Excel for Windows. Also NOTE that my high number of open contracts is due to many of my clients leaving our Upwork contract open perpetually, so they can come back to me for additional projects. Also note that I have recently closed a number of these long-term (2+ years) open contracts, resulting in a number of "No feedback given" entries in my Job History. These were all satisfied, long-term clients (whom I am now working for directly); there is no feedback because the contracts were closed by me, rather than by the client.
    vsuc_fltilesrefresh_TrophyIcon Financial Advisors
    Data Extraction
    Spreadsheet Macros
    Spreadsheet Skills
    Visual Basic
    Data Structures
    Data Processing
    Data Migration
    Data Analysis
    Macros
    Macro Programming
    Spreadsheet Software
    Data Cleaning
    Microsoft Excel
    Financial Analysis
  • US$50 hourly

    • 5.0/5
    • (14 jobs)
    Industrial Engineer with experience in Business Intelligence projects. Clear indicators of analytical capacity, proactivity, and results orientation with a data-driven approach. I have proficiency in Tableau, Qlik Sense, Power BI, Data Studio, BigQuery, MySQL, Python, and R. Willing to learn new technologies and take new challenges. In charge of many BI projects such as building DWH, forecasting models, data cleansing, Data Governance and Web Scraping
    vsuc_fltilesrefresh_TrophyIcon Financial Advisors
    Financial Analysis
    Data Analysis
    BigQuery
    Data Modeling
    Data Cleaning
    Data Scraping
    LookML
    Data Science
    Optimization Modeling
    Looker
    Data Visualization
    Tableau
    Looker Studio
    SQL
    Qlik Sense
  • US$75 hourly

    • 5.0/5
    • (82 jobs)
    -Specializes in building forecasting models across several business industries, reporting tools, and data visualization reports/dashboards -10.5+ years of work experience with financial reporting, forecasting, and modeling -Experience creating recurring revenue & SAAS models -Creating and maintaining excel forecasting models (Revenue & Costs.) -Strong problem-solving skills
    vsuc_fltilesrefresh_TrophyIcon Financial Advisors
    Business Cases
    Presentations
    Data Entry
    Accuracy Verification
    Data Analysis
    Data Visualization
    Forecasting
    Microsoft Excel
    Spreadsheet Software
    Financial Modeling
    Financial Analysis
  • US$200 hourly

    • 5.0/5
    • (59 jobs)
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
    vsuc_fltilesrefresh_TrophyIcon Financial Advisors
    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Acquisitions
    Capital Markets
    Real Estate
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Pro Forma Statement
    Financial Modeling
  • US$65 hourly

    • 4.9/5
    • (19 jobs)
    Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP
    vsuc_fltilesrefresh_TrophyIcon Financial Advisors
    Accounting Principles & Practices
    Google Sheets
    Financial Analysis
    Corporate Finance
    Management Consulting
    Financial Planning
    Financial Modeling
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • US$135 hourly

    • 5.0/5
    • (221 jobs)
    I am a former Finance Manager (14 Years) who has created P&L Models for Fortune 500 and start-up companies, forecasted sales for GSK Consumer more accurately than the Walmart dedicated sales team, and analyzed cost variances on over $300M in annual purchases. I've created forecast models for one of the world's largest nonprofits to help make informed decisions. I am also an Excel Macro Guru (VBA & TypeScript) (20+ years). I love data analysis I have a passion for making things "just work" whether it is beautiful executive dashboards or automating time-consuming/error-prone processes. - A business and finance manager/analyst that can program - hard to find someone who does both sides exceptionally. I build Executive Dashboards so CEOs can quickly understand and can automate the entire data stream. - Expert in automating QuickBooks output to Excel Pivot Tables and Dashboards - Dashboards, Scorecards, and Executive Summaries - Automation: Using VBA macros, Power Query, Pivot Tables, and advanced lookups/formulas - Simplifying Advanced calculations and Pivot Tables. - Nielsen reporting and analysis (GPG/OTC/Consumer Healthcare/Seafood/Meat/Snacks & More) - Financial Reporting/analysis. - Processing, manipulating, and analyzing large sets of data. - Breaking/Removing passwords on sheets - Any password, Any version of Excel. - Formatting: Making things look good while guiding the user to the important data points. - Optimizing files for size and speed - Taking files from 5 Minutes to under 1 second calc time. - Using the simplest solution possible - make it faster, easier to understand, and easier to modify if needed. - Almost anything else: If you can dream it, I can do it. Recently quoted in Forbes Magazine in an article on Akkio’s Conversational AI. Excel Certifications (LinkedIn) · Cert Prep: Excel Microsoft Office Expert (77-728) · Cert Prep: Excel Microsoft Office Specialist (77-727) · Master Excel · Excel Power Query Get Transform · Excel: Advanced Formulas and Functions · Excel: Advanced Formatting Techniques · Excel: Managing and Analyzing Data · Excel: Pivot Tables in Depth · Creating Interactive Dashboards in Excel · Excel Business Intelligence: Power Query · Excel Business Intelligence: Data Modeling 101 · Excel Business Intelligence: Power Pivot and DAX Past projects include: Automation: I have programmed Access and Excel applications and automated many processes: - Pulling Nielsen NITRO data through Excel can take a long time; open files, refresh data, save, close, repeat. I wrote a VBA macro for running entire directories - push 1 button, and you can literally walk away - dozens (or even hundreds) of reports update to the latest data with no intervention. - I wrote a UPC utility in VBA for adding/stripping UPC digits that is in use over a decade later at a $37B drug company - One morning, I was given the task of comparing 12 sets of sheets from 2 separate sources, the person who used to do it took 3 days spot-checking the files, by hand. Before lunch, I had written, tested, and debugged VBA code that compares any 2 Excel sheets and had compared every single cell, on all 12 sets, for any differences - color-coded by how large the variance. Models/Analysis: I have created dozens of financial models in Excel, examples include: - The full P&L forecasting model that has been used by Star-Kist since 2008 ($900M+ in sales) - 152 Sheets, 3.7M formulas, Calculates in 15 seconds - Building from bottom-up and allocating OH costs down to the SKU and Channel for every P&L line item. - Fish cost forecasting model that takes projected fish costs and forecasts amortization down to finished goods SKU level by month. - Build/Burn analysis model that takes all products shipped vs Nielsen and retailer POS to project inventory movement by customer. - Weekly retail (POS) consumption application and analytical tools that consolidated Nielsen Data, Walmart (when Walmart was not reporting into Nielsen) Club, C-Store, Dollar store, etc, and gave a 98%+ complete view of all consumption. Formatting Charts and Data: I have created scorecards and dashboards that not only look nice but convey important information in the most understandable way. For example, New Item Scorecards that are color-coordinated with the products - Blue Themed for Wild Planet Tuna, Green/Black themed for Wild Selections Tuna, so users can quickly find the correct report in a stack of dozens of reports and each chart in the report is displayed in the best format for that data. Optimizing: I also optimize Excel files for speed and size and have taken files in the 5MB range and reduced to 0.5MB range with no loss of data or functionality, and have optimized files that take over 5 minutes to calculate and reduced that to under 1 second with no loss of data or functionality. I use proprietary software to test calculation speeds (formulas and VBA) to make sure your workbooks run as fast as possible.
    vsuc_fltilesrefresh_TrophyIcon Financial Advisors
    Data Analysis
    Automation
    Spreadsheet Software
    Business Consulting
    Dashboard
    Macro Programming
    Visual Basic for Applications
    Microsoft Excel
    Spreadsheet Automation
    Financial Analysis
    KPI Metric Development
    Analytics
    Financial Modeling
    Business Analysis
    Financial Reporting
  • US$15 hourly

    • 5.0/5
    • (37 jobs)
    An Accountant working in a multinational gas company in Bangladesh, with years of experience in Bookkeeping and Accounting, Financial Reporting, Reconciliations, General ledger Accounting, A/R and A/P management etc. A Quickbooks Certified Pro Advisor with a sound knowledge on IAS, IFRS and GAAP. I help set up Quickbooks for new businesses and also do bookkeeping on Quickbooks for my clients. 12 Years of experience in EXCEL, expert in designing handmade solutions and automation excel sheets through Excel Macros. Love to solve issues with complex formulas and methods through Excel. An accountant without excel expertise is not really an accountant.
    vsuc_fltilesrefresh_TrophyIcon Financial Advisors
    Xero
    Financial Analysis
    Business Plan
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Budget Management
    Accounts Payable
    Accounts Receivable
    Bank Reconciliation
    Microsoft Excel
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