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based on 3,237 client reviews
  • US$40 hourly
    I'm a business and data analyst with significant experience in drawing meaningful conclusions out of large data sets, then presenting this information in a way which is visually pleasing and intuitive to your audience. - I am experienced in SQL, Excel and PowerBI as well as proficient in Python and CUDA - I have a passion for graphic design, which comes in handy when presenting high level analytics - I spent two years working as an engineering consultant, meaning I am great at translating a client brief into a finished product. I look forward to working with you!
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    Analytics
    Data Science
    Microsoft Power BI
    Google Sheets
    CUDA
    Financial Projection
    Data Analysis
    Python
    Microsoft Excel
    SQL
  • US$25 hourly
    Do you like to play games? Ever lost track of score? Games are pointless without numbers. Business is an economic game. This is where I come into play. I keep and analyze scores, so that you can focus on winning the game. Being a Fellow Chartered Certified Accountant and financial analyst with 15 years of work experience (30,000 work hours) doesn't make me special. What makes me different is that I make difficult things easy and help you understand what your numbers are telling. So I solve the following problems for my clients: - Accounting / Bookkeeping - Fractional CFO - US Federal & State Tax Filings; Payroll - Sales Tax Filings - Diligence & Audit - Business Valuation / Equity Valuation - Investment Analysis / Stock Analysis - Forecasting / Projections - Budgeting & Variance Reporting Do you want to talk about your business with me? I am an avid listener and love to meet people.
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    Ecommerce
    Financial Audit
    Internal Auditing
    Financial Accounting
    Chart of Accounts
    Financial Analysis
    Financial Projection
    Business Valuation
    Bank Reconciliation
    Finance & Accounting
    Accounts Receivable
    Accounts Payable
    Intuit QuickBooks
    Bookkeeping
  • US$165 hourly
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
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    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Financial Reporting
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Business Analysis
    Business Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • US$145 hourly
    With over 15 years of experience both on Wall Street and in Corporate Finance, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate work into easily digestible conclusions. Understanding what creates value and how to grow a profitable business allows me to help clients reach higher potential. I'm here to help you with all your finance needs to guide, scale, monitor, strengthen, and present your business. I have experiences ranging from serving as a fractional CFO for pre-revenue startups to assisting in financial strategy and reporting for multibillion dollar global businesses as well as advising management teams, board of directors, and investors on investment, M&A, fund raising, and valuation work. I have utilized these skills to help found two start-ups and now work as a financial consultant. My professional career and success has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Business Strategy • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow management, modeling, and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Business valuation • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Company, industry, and market research • Excel file and data cleanup, analysis, and visualization
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    Financial Analysis & Valuation
    Cash Flow Analysis
    Cash Flow Modeling
    Strategic Planning
    Budget Planning
    Microsoft Excel
    Company Valuation
    Financial Projection
    Financial Modeling
    Operations Analytics
    Forecasting
    Financial Analysis
    KPI Metric Development
    Investment Research
  • US$250 hourly
    Fractional CFO Services for fashion, footwear, beauty & ecommerce brands Helping founders maximise cash flow, profits & dividends, whilst creating visibility & reducing anxiety • CFO & Exec Advisory Services for Founders • Forecasting, Projections & Goal Setting • Cash Flow Forecasting & Planning • Margin/Channel Analysis & Improvements Experienced advisor to omni-channel brands, including D2C ecommerce, retail stores, wholesale & marketplaces. Have you got ambitious growth plans for your fashion, footwear or beauty brand? Do you know how much extra cash you'll need to invest in inventory and ad spend to hit them? Do you know when your brand needs external financing or investment to continue hitting those targets? How does that cash run rate change if you need to hire a key role or outsource to a 3rd party distribution warehouse? Do you sleep soundly knowing that your business can cover your operating expenses next quarter? Growing a brand isn’t easy. You need to balance creativity, quality, and customer demand, while managing your costs, inventory and cash flow. However you don’t have the time to gain mastery in every area of the business. How do founders achieve this balance without sacrificing either creative vision or profits? • They lack the financial expertise to create systems and processes that lead to profits and cash flow. • The only financial support they receive are historic numbers from their accountant and bookkeeper, which doesn't help with strategic decision making. • They do not have the budget for a full time CFO with experience in these sales & marketing channels and funding challenges. Major CFO Consulting was created to provide this very solution, through Fractional CFO Services for ambitious, growth focused, fashion, footwear & beauty brands between £1m-£15m revenue. As a former CFO/FD who has spent almost 2 decades working in fashion, luxury and consumer brands, I understand your priorities, your sales and marketing channels and funding challenges, so I speak your language and communicate in a way that you as a founder understand. Benefits you can expect from working with me: • You will have a clear and accurate picture of your current financial situation and future projections, so you can make informed and confident decisions. • You will have a strategic partner who understands your industry, your challenges, and your goals, and who can advise you on the best course of action for your business. • You will have more time and energy to focus on what you do best: creating amazing products and delighting your customers. Want to leverage some of what I know to increase your profits, solve cash flow issues, and develop a long-term forecast to start planning confidently for ambitious growth? Schedule a free call or send me a message and let’s chat!
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    Business Plan
    Business Analysis
    Financial Planning
    Financial Analysis
    Financial Projection
    Financial Modeling
    Business Consulting
    Streetwear
    Financial Presentation
    Retail
    Financial Consulting
    Ecommerce
    Consumer Goods
    Fashion & Apparel
    Retail & Consumer Goods
  • US$70 hourly
    Whether you’re an established business owner or a startup, having a finance expert who can guide and help you through the process of starting and owning a business from start to finish can bring tremendous value and growth to your company! From business plan and Pitchbook creation to company valuation, financial modeling, budgeting, forecasting, accounting and everything in between, I can help improve your company’s financial operations, assess financial risks, and help in the process of attracting new investment opportunities from investors! I am a finance expert dedicated to providing my clients with superior work to help them create financial stability, make rational business decisions based on numbers and analytics, and build models that showcase their business potential to help them get funding! 🔍 I provide a vast knowledge and a full bundle of potential financial services, such as: ✔️Financial Modeling ✔️3-Statement (P&L, Balance Sheet, And Cash Flow) Modeling ✔️Business plan & pitch decks ✔️Financial Analysis and Reporting ✔️Sensitivity and Multiple Scenario Analysis ✔️Forecasting and budgeting ✔️Financial due diligence ✔️Fractional CFO ✔️Business consulting ✔️Financial planning With over 10 years of experience in FP&A, financial management, and modeling, I’ve accumulated a wealth of experience and knowledge while also honing my communication skills with clients. Some of the highlights of my experience include positions at: ✔️ Bank of Georgia - the largest bank in the country with a turnover worth $400+ million ✔️ BGEO Group - the most prominent investment holding in the country (included in FTSE 250) ✔️ Deloitte - one of the Big 4 auditing companies 🔍 My educational qualifications include: ✅ Certified Financial Modeling & Valuation Analyst (FMVA)® ✅ CFA Level 3 Candidate ✅ MSc at the University of Manchester ✅ ACCA How I Communicate and Achieve Great Results with My Clients: 1️⃣ To better understand the project and ensure that I am the best candidate for you, we have an introductory Zoom call where I will answer your questions. This will be free of charge to ensure you find the right person for your project. 2️⃣ Once we have a mutual agreement, I will provide you with the costs and the project timeline to specify the deadline and scope of my responsibilities. 3️⃣ Throughout the process, I might ask some questions in order to get the job done efficiently and correctly. After that, we can make revisions and adjustments necessary to achieve the best possible outcome for the completion of the project. Ge 4️⃣ Finally, I ensure consistent on-time delivery of my work. I am honest and reliable and aim to bring my clients the best service and work possible. 🔔 If you believe my expertise and 10+ years of experience are what you are looking for, feel free to invite me to your project!
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    Pitchbook
    Business Writing
    Accounting Principles & Practices
    Company Valuation
    Business Valuation
    Financial Analysis
    Financial Modeling
    Financial Planning
    Business Analysis
    Forecasting
    Business Plan
    Financial Report
    Microsoft Excel
    Financial Accounting
    Financial Projection
  • US$500 hourly
    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$40 hourly
    I have a Finance and Accounting background paired with strategy experience . - A keen eye for detail and a results-driven approach - Strong experience with Excel and Powerpoint - Excel: Three Statement creation (P&L, BS, CF), Financial Modeling, Data analysis (Pivots, data clean up) - Powerpoint: Investment/Pitch decks, Financial Due Diligence decks, Fundraising decks - Project management skills Professional Background: - Private Equity Analyst - Black Dragon Capital - Financial Due Diligence Specialist - Accenture - Financial Due Diligence Senior - EY Educational background: - Master in Finance - University of Groningen in the Netherlands - Bachelor in Business Administration - Goethe University Frankfurt, Germany
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    Financial Analysis
    Private Equity
    Valuation
    Mergers & Acquisitions
    Corporate Finance
    Due Diligence
    Accounting Principles & Practices
    Financial Projection
    Microsoft Excel
    Financial Audit
  • US$150 hourly
    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$110 hourly
    I currently hold the position of Financial Analyst at Keck Medicine of USC, where I adeptly oversee a substantial $20 million operations budget. My expertise lies in the strategic management of finances, encompassing tasks such as generating comprehensive monthly reports, conducting meticulous variance analyses, ensuring accurate bookkeeping, and delivering a spectrum of internal accounting services. Beyond these responsibilities, I take pride in my ability to enhance overall business efficiency. My proficiency extends to the identification and resolution of complex problems, enabling me to create innovative solutions that optimize the management and analysis of business data. This commitment positions me as an invaluable asset in facilitating sound business decisions through insightful financial analysis.
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    Tagalog
    English
    Financial Analysis
    Financial Modeling
    Financial Planning
    Financial Model
    Visual Basic for Applications
    Microsoft Office
    Workday
    Cognos
    Adobe Creative Suite
    Financial Projection
    Financial Report
    Intuit QuickBooks
    SAP
  • US$260 hourly
    15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating investment presentations / offering memorandum (OM) / pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.
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    Financial Analysis & Valuation
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Analysis
    Market Research
    Feasibility Study
    Pitch Deck
    Presentation Design
    Data Visualization
    Financial Presentation
    Real Estate Business Plan
    Real Estate Appraisal
    Real Estate
    Real Estate Financial Modeling
  • US$65 hourly
    ✅Top Rated Plus Freelancer|✅100% Job Success Score |✅eCommerce Accountant / Bookkeeper| ✅Amazon Bookkeeping Expert | ✅Shopify Bookkeeping Professional | ✅QuickBooks Online Advanced Certified ProAdvisor |✅A2X Partner | ✅Chartered Management Accountant| Are you looking for an experienced eCommerce Accountant / Bookkeeper for your eCommerce business such as Amazon or Shopify? You are at the right place lets discuss your Shopify, Amazon Bookkeeping, or Accounting needs in more detail so I can suggest and provide you the best solution according to your Amazon business-specific requirements. I am a Qualified Professional Accountant (Equivalent to CPA) and QuickBooks Online Advanced Certified Elite tier ProAdvisor. I have over ten years of bookkeeping and accounting experience with different eCommerce businesses, especially Amazon and Shopify. Except for Amazon and Shopify, I have extensive experience with Walmart, eBay, Etsy, Stripe, Paypal, A2X, Linkmybooks, Taxomate, and Webgility etc. I specifically help eCommerce sellers and especially Amazon and Shopify Sellers, to analyze their business position over time so they can make effective decisions that will help their Amazon business to grow. I take my work seriously and do the job professionally. Client satisfaction is my utmost goal. Over my ten years career, I have worked with several Amazon and Shopify sellers. I performed various duties, including full-charge bookkeeping, accounts receivable and payable management and reconciliations, etc. I have also done several implementations and messed cleanups. I am efficient with my work, organized, and detail-oriented. I welcome you to invite me for an interview for your Amazon or Shopify bookkeeping, and I am pretty sure and confident I will not disappoint you. Regards, Rameez.
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    Amazon FBA
    Cost Accounting
    Accounts Receivable Management
    Accounts Payable Management
    Inventory Management
    QuickBooks Online
    Bookkeeping
    Financial Projection
    GAAP
    Chart of Accounts
    Balance Sheet
    Microsoft Excel
    Bank Reconciliation
  • US$65 hourly
    I am a finance and accounting professional with 15+ years of experience, including an audit background in Big4. I currently serve as a CFO, specializing in industries including SaaS, E-commerce, Gaming, IT Service and Manufacturing. I am Fractional CFO equipped to optimize your finance department or build one from the scratch: - Accounting - Financial reporting (standalone and by projects) - Budgeting - KPI dashboards - Automation and process set up. In my work I use Odoo (open source business apps) that cover all company business process. In addtition, I have deep expertise in Financial modeling for existed projects and startups. Over the past few years, I have specialized in raising financing for startups by extensively creating financial models and developing investor pitches , VC presentations. In addition to my experience and personal qualities, I have a solid educational background in finance, and I have Advanced Diploma in accounting and business from ACCA (Associate Chartered Certified Accountant)
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    Financial Planning
    Company Valuation
    Budgeting & Forecasting Software
    Pitch Deck
    Ecommerce
    Xero
    Financial Analysis
    Odoo
    Financial Reporting
    Financial Modeling
    Financial Accounting
    Cash Flow Analysis
    Financial Projection
    Balance Sheet
    Chart of Accounts
  • US$25 hourly
    I am a highly-skilled and well-rounded Certified Public Accountant (CPA) with excellent academic background, including a Cum Laude honor in college and a post-graduate Master's degree in Business Administration, and over eight (8) years of meaningful experience in the fields of auditing, accounting, financial management and financial analysis. I am a dependable professional with exceptional work ethics and inter-personal skills who has proven track record in delivering value-adding outputs that have contributed in the achievement of clients' operational, strategic and/or financial objectives, as well as in enhancing the clients' business processes which lead to the minimization of certain operational bottlenecks and financial reporting difficulties. You can always rely on my credentials consisting of seven (7) years experience as a state auditor (government external auditor) of the Philippines' supreme audit institution and other short-term engagements relating to the provision of various financial management and analysis services which helped clients in their economic or business/investment decision making. Be assured that I possess the competence and technical skills needed to help you reach your desired goals, especially on the areas of auditing, accounting, financial reporting, management, and analysis. In addition, I have a positive working relationship history with my clients, so be assured that I am capable of building and maintaining a harmonious and cooperative working partnership with clients and other stakeholders. I take pride on my integrity, credibility, honesty and loyalty and I deal with clients with utmost respect and courtesy - all this, as my way of expressing genuine concern for them and the attached duties and responsibilities. Lastly, as a true professional, expect me to strictly abide with all applicable laws, rules and regulations, including Upwork's terms and conditions, as well as the clients' policies and protocols. With my ability to follow instructions and directives, trust that I will perform tasks within the bounds of my duties and authority and initiate work even with minimal supervision. All necessary efforts will be exerted to deliver exactly what you need. Let's team up and achieve great things together. Peace and Love, Jb
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    Accounting Principles & Practices
    Financial Modeling
    Forecasting
    Xero
    Business Analysis
    Financial Analysis
    Financial Reporting
    CPA
    Financial Statement
    Financial Projection
    Intuit QuickBooks
    Microsoft Excel
    GAAP
    Finance & Accounting
    Bank Reconciliation
  • US$65 hourly
    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
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    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$100 hourly
    I am a senior finance professional with over 30 years of experience across multiple industries. I have a comprehensive understanding of corporate finance, accounting, cash flow management, financial planning and analysis, financial projections, and modeling. In addition to being a full-time consultant, I am also an adjunct professor of finance at three local universities. I am experienced working with startups and helping them determine financial feasibility and demonstrate value to both equity and debt investors. For growth-stage and established firms, I am a scalable addition to the finance team to be used on an interim or special project basis. My clients find me capable, knowledgeable, a good communicator, and willing to go the extra mile to make their businesses a success. See my client feedback below for more insight into what you can expect from working with me. My goal is to help you be successful. I am looking forward to speaking with you about your needs and how I can help you accomplish your goals. Industries I have experience in include: Commercial Real Estate (including Multi-Family, Retail, Office, Flex-Space, Self Storage, Mobile Home Parks), Residential Real Estate, Manufacturing, Retail including eCommerce, Salons / Spas, Saas, and many others.
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    Business Modeling
    Spreadsheet Software
    Corporate Finance
    Investor Overview
    Financial Modeling
    Cash Flow Modeling
    Business Valuation
    Budget Management
    Financial Variance Analysis
    Financial Projection
    Microsoft Excel
  • US$30 hourly
    CFA Charterholder (CFA Institute USA)| 15+ years' experience in Investment Banking | USD 300Million + raised | Valuation (DCF, Multiple based and Asset based) | Business Planning| Pitch-deck | 200+ Financial Models| Financial Advisory. I can provide you with an end-to-end solution, from financial modeling and company valuation to a detailed business plan and pitch deck, including dashboards. I can prepare a complete interactive financial model along-with all assumptions and related annexures like debt & fixed asset schedule. I can conduct business or company valuations using discounted cash flow, multiples, or asset-based methods. Additionally, I can provide advisory services in mergers and acquisitions, as well as guidance on arranging funds. I can prepare pitch-deck for start-ups to raise funds along-with forecasting their financials. I can help you manage your accounts, from monthly to annual, using Excel, QuickBooks, Zoho, or Xero. I can prepare Dashboards in Excel or Power BI, as per your requirements. Know about Pivot, power pivot, power query.
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    Business Planning & Strategy
    Business Plan Writing
    QuickBooks Online
    Bookkeeping
    Pitchbook
    Fundraising
    Business Plan
    Pitch Deck
    Business Valuation
    Company Valuation
    Online Market Research
    Financial Consulting
    Financial Planning
    Financial Modeling
    Financial Projection
  • US$50 hourly
    If you are looking to develop financial projections for a small business, I'm your guy! Let me help you secure the funding you need to start or grow your business. In my 25+ years as a Certified Economic Development Finance Professional, I've helped my clients obtain over $498 Million in financing on projects that range from $10,000 to $15,000,000. Areas of Expertise: - Comprehensive Financial Projection development (Income Statement, Cash Flows, Balance Sheet, Industry Ratio comparisons, Lender Ratio calculations and supporting statements) - Loan Program Identification. I can help you determine which loan programs are the best fit for your industry and your stage of business. - Lender Identification. Through my knowledge of the SBA lending programs, I can give you a list of the 5 most active banks in your community for obtaining SBA financing (these can also be great lending partners for non-SBA loans as well!). Not only can this information be sorted by your community, but I can also query the data by your industry type...helping you to find the lenders most interested in making loans to businesses just like yours! - Business Plan Development / Business Plan Review. The best business plans are written by the entrepreneurs themselves. I am glad to assist you in this process by providing you with tools to get a rough draft started and then will review your business plan to ensure that it will meet the standards of your lender. - Business Purchase Review. Through Industry Trade databases, I can review a business that you may be interested in purchasing. Business Purchase reviews would include analysis of historical financials, review of trends and key performance ratio, Industry Benchmark comparisons and Financial Projections. In addition, can evaluate the seller's asking price to compare to the industry standards for the subject business, which provides you an understanding of the value for negotiations with the seller. My goal is to have you prepared to meet with your lenders at the conclusion of our relationship. I will use your information as well as my own research to build the financial projections in an interactive Excel template customized to your business needs and will provide you PDF reports to share with your lenders. In a situation where you have already gathered the basic information about your venture, we can often complete the projection process within a week, eliminating delays with getting to the bank as your next step! Some testimonials from my local clients: “Mark was very helpful and instrumental in our ability to obtain the financing needed to start our company. I would highly recommend it to any entrepreneur looking to start a business.” - Dan B. “Your experience is bar none the best! We never would have been able to get into business without you! Keep up the great work! First Class! Awesome! We may be looking into other business ventures as well and would love to use your services again!” - Brian W. “Mark was a huge help in getting us up and going on time. He was very knowledgeable and always had things prepared on time. It was a pleasure working with him!” - Shawn E.
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    Business Development
    Business Planning & Strategy
    Startup Consulting
    Startup Company
    Business Coaching
    Small Business Administration
    Financial Modeling
    Financial Projection
    Business Plan
  • US$86 hourly
    I will not be available May 24th- June 10th, I am happy to discuss future projects. It is my job to help save you money and to follow up with your money all the way to the bank. I am detail-oriented and very confident in collections and credit risk analysis while achieving excellent customer service satisfaction. If you need help with following FDCPA guidelines in your collection process, I can create templates personalized for your business. Creating credit policies are my specialty, as well as cash flow forecasting. I have great experience with CPG companies, including Walmart along with other large retailers. This means I can help with chargebacks, disputes, and those pesky invoice deductions that are costing you money. I have over nine years of accounting experience with a focus on billing, implementation, and credit balance. I am certified to work with international clients, credit management, and risk analysis. My years of freelance experience and working with clients give me a wide variety of skills applicable to many industries. My work has been able to reduce DSO in 3 months or less by up to 26 days, this can mean a big difference for many small businesses. *Credit Management *Debt Collection *Accounts Receivable *Efficient invoicing *AR Automation *Global Credit Policy *Increasing Cash Flow *Business Consultation *Workflow Implementation *GAAP understanding and compliance My absolute favorite thing about accounting is to go through an aging or risk analysis report. I enjoy following through with clients to ensure your invoices are correct, that they have been received, and that they pay promptly. Let me help you improve your cash flow. Every business needs money to grow and succeed, and I would love to help with making your business grow! I have strong analytical skills, especially in financial reports and general ledger work. My original background was in customer service, and I am trained in Netsuite, Acumatica, Xero, Quickbooks, Clio, Salesforce, and other cloud-based software. Looking into AR and other automations ( using ChatGPT or billing reminders) but not quite sure how to implement it? I can help with that. I am very familiar with many productivity apps such as Monday, Process Street, and Chaser. I created and followed through with credit management techniques that led to 32% company cash flow growth in a year.
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    ChatGPT
    Payment Processing
    Credit Scoring
    Management Accounting
    Debt Collection
    Financial Analysis
    Accounts Receivable Management
    Microsoft Excel
    Cash Flow Analysis
    Customer Service
    Account Reconciliation
    Accounts Receivable
    Financial Projection
    Invoicing
    Accounting
  • US$200 hourly
    We help e-Commerce founders with outsourced CFO, bookkeeping, accounting and financial operations services. Do you own an e-commerce brand that generates between $1M and $20M in annual revenue? Each month, our clients sell 50,000+ SKUs in industries across every major e-Commerce channel including Shopify, Amazon, Walmart.com, Etsy, Wholesale, and Retail in the US and abroad We see the same paint points over and over: ❌ You have important decisions to make but are lacking financial support with the deep knowledge of e-Commerce? ❌ You’re spending too much time paying bills and managing the books, and not enough time on new products and marketing ❌ You’re not sure if you’re profitable, or if you have enough cash. My name is Sam Hill, and I’m the founder of Ecom CFO. We are a top-rated outsourced CFO and Financial Services firm who help free founders like you, from the pains that we so often see in e-Commerce. Our passion lies in helping business owners find actionable solutions to these problems. Our process, tools, and team maximizes your company’s financial performance and allows you the peace of mind to focus on strategic priorities. What we will deliver: ✅ Actionable answers to key financial questions by having an expert financial partner. ✅ Acquisition and investor grade books. ✅ Customized models and dashboards to your business needs that you can actually understand and make decisions on. ✅ Peace of mind that you have partnered with a team of e-commerce experts that want you to succeed. Please check out our portfolio to see more case studies, and each of our services broken down into actionable steps. For example, we met with a new client at the end of 2021 and after a budget analysis and projection outline, were able to save this company $300k for this upcoming year! If you want to know more about how exactly our expert team can help you scale your e-Commerce business, then just invite me to your job. I look forward to speaking with you!
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    Shopify
    Amazon Plugin
    Business Consulting
    Financial Analysis
    Financial Modeling
    Management Consulting
    GAAP
    Income Statement
    Microsoft Excel
    Financial Projection
  • US$150 hourly
    Are you ready to take your subscription-based business to the next level? As a financial expert with a proven track record of helping businesses achieve investor-grade financial operations and processes, I'm here to help you succeed. With my guidance and support, you'll be able to: ★ Maximize profitability and financial stability through effective financial management, forecasting, and strategy. ★ Focus on scaling and growing your business with peace of mind, knowing that your financials are scale-friendly and investor-ready. ★ Attract investors and lenders with high-quality forecasts and metrics, giving you the financial backing you need to achieve your goals. I work collaboratively with my clients to develop customized solutions that meet their unique needs. My experience spans a variety of subscription-based industries, including SaaS, Fintech, Edtech, Ecommerce, and Professional Services. But don't just take my word for it. Here's what some of my clients have to say: ✅ "Thanks to his expertise, I've been able to focus on growing the business, rather than worrying about short-term financial goals." ✅ "He supports the leadership team by consistently maintaining financial and operational transparency. His work is precise and thorough." ✅ "Felix has been incredible in helping us understand our cash flow, allowing us to make sound financial decisions for the future." If you're ready to achieve financial success and take your subscription-based business to the next level, let's partner together to make it happen.
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    Business Plan
    Management Accounting
    Financial Planning
    Cash Flow Modeling
    Financial Modeling
    CPA
    Project Management
    Cost Accounting
    Financial Accounting
    Financial Projection
    Cash Flow Analysis
    Financial Report
  • US$35 hourly
    Freeing business owners from the stress of bookkeeping! Book a consultation today! What I provide: • Recording and maintaining a company's daily financial transactions. • Prepare financial records for month-end/year-end close/tax prep. • Communicate effectively with clients to maintain business to consumer/business to business relations. • Any clean up tasks from initial onboarding and previous months’ expenses/income to assure books are balanced for the following month. • Review, analyze, and reconcile bank statements and transactions. • Take care of the bookkeeping functions and sales taxes compliance. • Complete clarity and communication on business’s financial standing/cashflow position by providing up-to-date financial reporting. • Identify the key issues within operations in the business and create a plan to execute
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    Financial Projection
    Financial Reporting
    Tax Preparation
    Cash Flow Analysis
    Account Reconciliation
    GAAP
    QuickBooks Online
    Chart of Accounts
    Balance Sheet
    Bank Reconciliation
    Intuit QuickBooks
    Accounts Payable
    Cash Flow Statement
    Bookkeeping
    Accounts Receivable
  • US$100 hourly
    I'm a seasoned, Senior Financial & Data Analyst for growing startups with valuable, unique experience scaling a startup to $1B valuation and raising over $300M during my tenure, supporting a B2B SaaS, PE-backed growth company, and advising a handful of startups helping raise Seed and Series A rounds. To give back to the communities I'm active in, I mentor startups and small businesses at Shapers Impact Capital, WeWork Labs, Portland Incubator Experiment, OSU, PSU, and WSU. Tasks I'm most impactful to businesses: - Financial modeling & projections - Excel, BI Reporting, Google Data Studio, SQL wizard - Budgeting & forecasting - Variance analysis - Pricing analysis - Quickbooks, Shopify, Paid Ads, SalesForce, NetSuite, BigML, Looker, Python proficient - Growth strategies (customer whitespace and expansion, marketing channel expansion and optimization, market prioritization and expansion, product expansion, pricing optimization) - Accelerating and optimizing sales & marketing - Market research & analysis - Business, data, & marketing analytics - Investor readiness Industries I've supported extensively: - B2B SaaS - DTC Brands - Ecommerce - Retail - Brick and mortar - Food & Beverage - Restaurants - Consumer Packaged Goods (CPG) - Consumer Electronics - B2B Service
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    Financial Projection
    Financial Analysis
    Financial Planning
    Industry Knowledge
    Microsoft Excel
    Financial Modeling
  • US$250 hourly
    🏆 "Highly recommended A+++" 100% Job Success* I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 15 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively. I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas: ▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy. ▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%. ▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication. 🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global 🏆 “He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana) My services include: ✔ Part-Time CFO ✔ Forecasting & Budgeting ✔ Financial Systems Assessment ✔ Financial Modeling ✔ Management & Board Reporting ✔ Cash Management ✔ Financial Planning & Analysis ✔ Financial Management ✔ Investor Presentations ✔ Business Advisory ✔ Accounting System Setup and Upgrades ✔ Chart of Accounts Setup and Improvements ✔ Company Dashboard Creation and Advancement ✔ KPI Reporting ✔ Business Process Improvement ✔ Interim CFO ✔ Collections Enhancement ✔ Project Management ✔ Business Planning ✔ Business Intelligence ✔ Financial Advisory ✔ Strategic Advisory ✔ Fundraising Support ✔ Value Creation Audit ✔ Turnarounds ✔ Investment Capital Planning ✔ Policies and Procedures Development ✔ Supply Chain Planning and Optimization ✔ Contract Negotiations ✔ Executive Coaching My industry experience includes: Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others. My skills & expertise include: ✴ Startup Consulting ✴ Budget Management ✴ Strategic Development ✴ P&L / Revenue Growth ✴ International Business ✴ Due Diligence ✴ Mergers and Acquisitions ✴ Corporate Governance ✴ Risk Management ✴ Trade Finance ✴ Capital Markets ✴ Asset Management ✴ Portfolio Management ✴ Investment Management ✴ Project Finance ✴ Business Credit ✴ Startups / Start-ups ✴ Board Governance ✴ Nonprofit Management ✴ Founder and Co-Founder ✴ Operating CFO ✴ CFO and COO ✴ Outside Director ✴ Corporate Finance ✴ Budgeting & Forecasting ✴ Financial Forecasting ✴ Corporate Strategy ✴ Business Consulting ✴ Business Management ✴ Business Process Reengineering ✴ Presentations ✴ Venture Capital Consulting ✴ Intuit Quickbooks ✴ QuickBooks Online ✴ Process Reengineering ✴ Business Analysis ✴ Business Innovation ✴ Financial Planning ✴ Pitchbooks ✴ Business Proposal Writing ✴ Strategic Planning ✴ Financial Presentations ✴ Business Scenario Development ✴ Business Continuity Planning ✴ Business Modeling ✴ Business Process Modeling ✴ Business Valuation ✴ Business Process Engineering ✴ Business Transformation ✴ Business Writing *Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.
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    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • US$80 hourly
    Hey there, I have strong analytical skills, and I am a very detail-orientated individual. Moreover, I can work on highly complex files and topics under challenging circumstances and tight deadlines. I have a strong sense of responsibility to deliver excellent quality to clients within the agreed timelines and budget. This sense of responsibility also implies that I attach great importance to data confidentiality, security, and good corporate governance practices. Lastly, my educational background provides me with a unique skill set. I have acquired two master's degrees, one in law and the second one in management, and I am a Certified Management Accountant. I’ve worked for more than 5 years as a Credit Analyst and more than 4 years as an Internal Auditor for one of the leading global financial institutions. I have been exposed to the credit review process, various banking products, financial security topics, corporate governance, operational risk, and the internal control framework of a complex, multinational organization.
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Accounts Receivable Management
    Accounts Payable Management
    Financial Variance Analysis
    Financial Projection
    Company Valuation
    Bookkeeping
    Venture Capital Consulting
    Financial Reporting
    Internal Auditing
    Performance Management
    Pro Forma Statement
    Internal Control
    Xero
    Management Accounting
    Microsoft Power BI
  • US$60 hourly
    I'm a financial professional with over 8 years of experience leading finance processes in different industries and countries. During the past six years, I have worked for foreign-owned startups, and I assisted them in expanding their operations to other countries, both in Latam and in other regions. My main mission has been to structure the financial process from scratch and to develop the budgetary and financial planning processes.
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Financial Accounting
    Business Valuation
    Coaching
    Financial Reporting
    Accounting
    Financial Management
    Business Modeling
    Underwriting
    Real Estate
    Startup Consulting
    Google Sheets
    Financial Policies & Procedures
    Financial Projection
    Business Plan
    Microsoft Excel
    Financial Analysis
  • US$60 hourly
    I have five-plus years of experience in accounts, Financial projections, and valuations. I am proficient in advanced Excel, VBA, and PowerPoint. I can help you with customized financial models. The financial models will be totally dynamic including sensitivity and scenario analysis and important KPIs for higher management. ✅ Working professional at Ernst & Young (Financial modeling and valuations). ✅ Expert in infrastructure modeling (renewables). ✅ Great experience in project finance models. ✅ A CFA® | CA and an FRM®. ✅ Among the top 3% of Freelancers on Upwork. ✅ An Excel Expert.
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Business Analysis
    Valuation
    Forecasting
    Financial Analysis & Valuation
    Real Estate Financial Modeling
    Visual Basic for Applications
    Microsoft PowerPoint
    Company Valuation
    Chartered Financial Analyst
    Financial Modeling
    Account Management
    Financial Analysis
    Balance Sheet
    Financial Projection
    Microsoft Excel
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How to Hire Top Financial Projection Specialists

How to hire financial projection specialists

Financial projection plays an important role in business planning and accounting. Whether you need help forecasting cash flows, expense budgets, or sales, financial projection specialists are here to help. 

So how do you hire financial projection specialists? What follows are some tips for finding top financial projection specialists on Upwork.

How to shortlist financial projection professionals

As you’re browsing available financial projection consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. You want a financial projection specialist who understands the nuances of making financial predictions in your industry. 
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., creating an expense budget for a construction project).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular financial projection specialist.

How to write an effective financial projection job post

With a clear picture of your ideal financial projection specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for an independent contractor to know if they’re the right fit for the project. 

An effective financial projection job post should include: 

  • Scope of work: From forecasting budgets to sales, list all the deliverables you’ll need. 
  • Project length: Your job post should indicate whether this is a smaller or larger project. 
  • Background: If you prefer experience with certain industries or accounting tools, mention this here. 
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to chart a course to your desired financial future with accurate financial projections? Log in and post your financial projection job on Upwork today.

FINANCIAL PROJECTION SPECIALISTS FAQ

What is financial projection?

Financial projection is the practice of forecasting future revenues and expenses. It typically involves using financial data and market research to create predictive financial models. 

Here’s a quick overview of the skills you should look for in financial projection professionals:

  • Financial projection
  • Financial modeling
  • Financial planning
  • Financial forecasting

Why hire financial projection specialists?

The trick to finding top financial projection specialists is to identify your needs. Is your goal to forecast monthly sales for the coming year? Or are you trying to create a projected expense budget to meet the targets you’ve set for a particular project? 

The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life. 

How much does it cost to hire a financial projection specialist?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced financial projection specialist may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their financial projection services more competitively. 

Which one is right for you will depend on the specifics of your project.

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