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 _________"
As a Certified QuickBooks Online ProAdvisor, I help small to medium-sized businesses, that have been in operation for at least 1 to 2 years, manage their Company’s finances through my accounting and tax services, using Quickbooks Online.
Throughout my career I have worked as a Bookkeeper in restaurants, handling payroll and vendor invoicing, payroll processing and cost analysis reports; as a Tax Accountant my focus was on all things QuickBooks: account reconciliations, payroll processing, 1099 processing, training clients on how to use the platform, etc. In addition, I prepared income tax returns for S Corps and Partnerships; as an...
I'm a qualified and professional accountant/bookkeeper and having eight years of experience in this field. I want to work with a dedicated team that helps me solve problems quickly. I'm reliable, detail-oriented & friendly.
Services provided to my clients:
1. Prepare a chart of accounts
2. Create products and services
3. Categorize transactions accurately
4. Bank, Credit card reconciliation
5. Invoices handling
6. Vendor bills handling
7. A/R & A/P management
8. Payroll management
9. Inventory management online & offline
10. Tax preparation
11. Return Filing
12. Producing reports, e.g., profit & loss, balance sheet, cash flow, etc.
I have 15 years of progressive income tax experience for both individuals and business entities. Before moving to South Carolina to work as a Tax Manager for a regional CPA Firm in 2012, I spent 10 years in Syracuse, NY working to legally minimize my clients' tax obligations. I've since left public accounting and now work as the Chief Financial Officer for a Foundation operating on an $18MM annual budget. Our organization operates in QuickBooks Online and I have previously developed and instructed a computerized accounting course at a local University that focuses on QuickBooks, MS Excel, and Xero.
Whether you need help navigating the...
I primarily provide business, nonprofit, accounting and tax consulting services.
I am an IRS Enrolled Agent, allowing me to represent taxpayers before the IRS in all 50 states.
I have over 10 years of experience preparing individual, business and non-profit tax returns. I also have significant experience advising nonprofits with formation, taxation and governance matters.
I am a summa cum laude graduate of the Indiana University School of Law. MBA graduate of Ball State University. Harvard Business School CORe graduate.
I have experience working as an attorney in the business services department of a large, international law firm....
I have over 24 years providing Bookkeeping, Accounting and Tax services in Canada.
The main services I provide are full bookkeeping, payroll, personal and corporate tax preparation and tax and accounting consultation. As well as financial models using Excel
I am also well versed in Cryptocurrency and can provide consultations on record keeping and tax.
I prepare corporate T2 tax returns and personal T1 tax returns using professional tax software and e-filing.
I am Advanced Certified in Quickbooks Online and provide services using Quickbooks, Wave, Xero, Dext and Hubdoc. Advanced Excel using pivot tables, filtering and macro development
Do you want to have access to HIGH-QUALITY financial reports and keep your books up to date while you save time and effort and focus on running your business?
I can provide you with a better understanding of your business's financial health through different accounting and bookkeeping services.
From Multi international manufacturing corporations with 10,000+ employees to accounting firms in US and Australia, I’ve provided financial accounting and reporting, and auditing services. QuickBooks Online, Xero, and Microsoft applications are my specialties.
To be successful in every project, I always keep in mind communicating with the client,...
An Intermediate Chartered Accountant
A Certified QuickBooks Pro Advisor
More than a decade of professional experience.
Recent Accounting Experience - (US GAAP)
- Yardi Voyager Software - In direct work with Controller - for preparing month end closing packages, quarterly financials, yearly financials, balance sheet reconciliation, Beal Bank Reports, bank reconciliation, Invoice GL coding & review.
- Quickbooks - set up of company details, preparing Chart of Accounts, invoice recording, accounting and bookkeeping activities, fetching reports as required, purging data if required.
- Yardi Breeze - company set up from scratch; listing of...
Accounting & Bookkeeping-
- Setting up of books in software such as QBO, Xero, Brightpearl & other accounting
- Conversion of books from one package to set up in another package
- Setting up a Chart of Accounts and creating a set of accounts that best suits your business
- Categorization of transactions and creating bank rules, raising bills, creating invoices,
recording journal entries, and similar other tasks
- Performing class wise accounting
- Performing bank & credit card reconciliations
- Vendor and customer reconciliations
- Amazon, Shopify, Stripe, and multiple other platform sales reconciliations along...
I have over 20 years of experience in Accounting and Bookkeeping. I have a Bachelors degree in Accounting and Master degree in Business Administration (MBA) from University of Phoenix.
As a Quick Books Pro Advisor and an accountant I have experience in diverse fields of businesses such as construction, hotels, manufacturing and distribution managing inventory control, retail stores, Chiropractors and service industries.
Please find below detail of my work experience
Accounts payable / Accounts receivables
Payroll processing ADP, Paychex, Quick Books
W2’s & 1099’s
Month End Closes
Chartered Accountant / Tax Advisor with 12 years post qualified experience. Wealth of knowledge and experience working with small to medium sized businesses providing a full range of financial services, from incorporation to setting up systems and processes, tax planning and preparation and business development. My work is of the highest standard and I adhere to the code of ethics expected by the Institute of Chartered Accountants in England and Wales.
Après plus de 15 ans au service d'entreprises, j'ai créé mon entreprise et je vous propose de réaliser toutes vos traduction Anglais - Français ainsi que de vous faciliter la lourdeur des tâches administratives et comptables.
Très souvent, la comptabilité représente un casse-tête, tandis que pour moi, c'est un plaisir, tant de le faire que de vous aider à devenir autonome si vous le souhaiter.
Ce sera pour moi un plaisir de mettre mon expérience et expertise à votre disposition.
Mon parcours professionnel s’est construit aussi bien en France qu’à l’étranger. J’ai vécu et travaillé plusieurs années au Royaume-Uni et en...
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.
I've worked in production industries over the past 10 years and create KPI, financial, and budget documents for Executive Management. I have experience with automating Microsoft Office functions, modelling, dashboarding, and creating custom Office functions and add-ins.
Here’s the situation…
You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc.
But, you don’t have the time/resources/expertise to make it happen.
Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them.
Now, you might be asking, “why you?”
Good question. The following is a quick description of me and my history.
• Licensed CPA.
• Fundraising expert.
• Experienced with a variety of industries: SaaS, manufacturing,...
I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas:
- Trading coaching (options, stocks, futures)
- Custom trading tools (Excel only, no Python, APIs, etc.)
- Data Analysis
- Hedging and portfolio management
Feel free to reach out regarding private wealth management as well.
Indirect Tax professional specializing in North America transaction tax compliance. Services include preparing transaction tax returns for monthly, quarterly and annual filings, researching transaction tax issues, interpreting and complying with state, local and international statutes, regulations and legislation. Highly skilled in reconciling transaction tax general ledger accounts, serving as the point of contact for indirect tax audits, responding to notices from state and local jurisdictions, replying to internal and external customer tax inquiries, making recommendations for increased efficiencies in processes, and composing written...
International CFO. I leverage my experience in big corporation (blue ships companies like Procter & Gamble, Hanesbrands) and mid-size companies to find solutions/help start-ups and smaller companies.
Since 3 years I decided to put my skills at the service of smaller corporations and charity organizations. I am also involved in crowfunding/startups projects.
I can bring you the following competencies depending on your short term needs both on a strategical level but also on really operational tasks:
- Financial processes: set up financial planning processes (budget, monthly reviews, forecast).
- Analysis of your business: example is...
Greetings from Eureka! My years of experience coupled with my love of learning new things has kept me at the cutting edge of accounting systems and automation. I know many apps and programs, including QuickBooks, Xero, Wave, and AccountingSuite. My Excel and reporting skills are very good, as are my organizational skills. I have worked with multi-state startups so I know payroll, sales, and local tax rules. I have a BS in Accounting and a Masters in Taxation. And I served in the Peace Corps in Poland.
Microsoft Excel, VBA expert with 10+ years of financial and business analytics.
- A business and finance manager/analyst that can program - hard to find someone that does both sides well. Can build Executive Dashboards that CEOs can quickly understand and can automate the entire data stream.
- Dashboards, Scorecards, and Executive Summaries
- Automation: Using VBA macros and advanced lookups/formulas
- Advanced calculations and Pivot Tables.
- Nielsen reporting and analysis (OTC/Consumer Healthcare/Seafood/Meat/More)
- Expert in automating QuickBooks output to Excel Pivot Tables and Dashboards
- Financial Reporting/analysis.
Let me help you create a Financial Model for your business. This model will allow you to see into the financial future of your organization in an objective and critical manner.
With a financial model you can explore different alternatives, isolating key factors and running best, base and worst case scenario.
It’s also your Pitch and Sales Tool when you need to address investors, lenders or strategic partners. The model explains how much money you need, and how much you will make for the investor or partner.
I am an experienced & dynamic accountant & Financial Analyst. MS Excel is my passion, I use Excel to create solutions. I have over 15...
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 &...
Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology.
20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from top European school. Speak fluent English, French and Swedish, basic German and Spanish.
* Certified Business Valuations -...
Do you like to play games? Ever lost track of score? Games are pointless without numbers. Strategy depends on the current score.
Business is a socio-economic game. This is where I come into play. I record and analyze scores, so that you can focus on winning the game.
Being a Chartered Certified Accountant and financial analyst with a decade of experience (22,000 work hours) doesn't make me unique. What makes me different is that I make difficult things easy and help you control your game.
I solve the following problems for my clients:
- Accounting / Bookkeeping
- US Federal & State Tax Filings; Payroll
- Due Diligence & Audit...
- 25 years of professional experience
- MBA Finance / Real estate financial modeling / Pitch decks
- Civil engineer / Real estate development / Feasibility studies
Welcome to my profile!
I am a finance professional with a civil engineering background and 20 years of experience in Corporate Finance, Investment Analysis, and Real Estate Development. Here on Upwork, I am focusing on the following:
- Helping developers structure their projects to attract investors
- Assist investors with market analysis and real estate acquisitions
Also, I have worked in a broad range of industries such as railroad, engineering design, mass...
✔ Microsoft Certified Power Bi Data Analyst
✔ Advanced Financial Modeller ( Expertise in Hospitality and Real Estate)
✔ Upwork Top Rated Plus Badge in less than 6 months
✔ ACCA - Chartered Accountant (75% completed)
✔ IFRS & Management Accounting Certification
I have more than 8 years experience in Finance, Accounting and Data Analysis (private equity & Startups).
*Area of Expertise*
I am using Power Bi and MS Excel in
-Data Analysis for decision making
-Financial Modelling (Budgeting and Forecasting)
-Financial Reporting (IFRS)
-Management Accounting (Cost techniques, Performance Measurement, Decision Making)
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