Hire the Best BGL Simple Fund Specialists

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Adylbek Z.

Bishkek, Kyrgyzstan

$25/hr
5.0
11 jobs

I build production software — medical platforms, AI systems and data pipelines. I lead engineering on a clinical platform running in 10+ clinics. It plugs straight into 8 medical devices, pulls their readings into the patient record with no manual entry, and an AI reads all of it and suggests diagnoses — 95% accuracy across 10,000 clinical cases. Full case studies and live project links are in my portfolio below. WHAT I'M GOOD AT AI you can actually ship Anyone can call an API. The work is everything around the model: deterministic precomputation so it can't reason from numbers it misread, correction of invented output against a real registry, safety filters after the model, and an evaluation harness that proves accuracy instead of claiming it. Claude, Gemini, GPT, tool-calling, LLM-as-a-judge, guardrails, fine-tuning, scoring models. Systems where mistakes are expensive Medical records, money, personal data. Built so an error is loud instead of silent: audit trails, strict role-based permissions, encryption with key rotation, and adversarial review that hunts for what breaks before your users do. FHIR, ICD, LOINC, SNOMED CT, HL7, encryption, audit logging. Data nobody hands you Crawlers, scrapers, device protocols. Sources that fight back, rate limits, undocumented hardware. One system I built holds ~1M records across 1M+ scanned channels with a full year of history, plus a predictive model at 85% accuracy on top of it. That history can't be bought anywhere — it had to be collected before anyone needed it. Python, JavaScript, Airflow, ClickHouse, PostgreSQL, BLE, reverse engineering. HOW I WORK I take few projects at a time and I don't oversell. If a number of mine comes with a caveat, you'll hear it from me before you have to ask. Bring me the hard one — data you can't get at, a model whose output you don't trust yet, hardware nobody documented. Send me the specifics and I'll tell you within a day whether it's tractable and what it would take.

  • Python
  • Web Scraping
  • Machine Learning
  • API Development
  • Artificial Intelligence
  • AI Agent Development
Junaid K.

Karachi, Pakistan

$19/hr
5.0
214 jobs

Finding the right investors can change the future of a business. I help startups, founders, and companies connect with qualified investors, venture capital firms, private equity funds, family offices, and angel investors to support their fundraising and growth goals. I’m Junaid Khan, an Investor Research & Lead Generation Specialist with 10+ years of experience building targeted investor databases and verified contact lists for clients worldwide. I specialize in helping companies identify investors based on industry focus, funding stage, geography, and investment thesis. I have worked with startups and businesses across: ✔ FinTech ✔ Artificial Intelligence (AI) ✔ SaaS ✔ Healthcare & Digital Health ✔ Biotech ✔ Crypto & Web3 ✔ Technology and Emerging Markets My expertise includes: ✔ Investor Research (VC, PE, Angel Investors, Family Offices) ✔ Lead Generation & Data Mining ✔ Startup Fundraising Research ✔ LinkedIn Research & Prospect Discovery ✔ Verified Email List Building ✔ Apollo & Sales Navigator Research ✔ Investor Contact Verification ✔ Custom Investor Databases I focus on delivering highly accurate, verified, and customized investor data that helps clients save time and connect with the right funding partners faster. Why clients work with me: ✔ 180+ completed Upwork projects ✔ Top-Rated Plus freelancer ✔ High-quality verified data ✔ Strong communication and fast delivery ✔ Complete confidentiality and reliability If you are looking for targeted investor research, verified investor contacts, or fundraising support, I’d be happy to help. Let’s connect and discuss your project.

  • List Building
  • Data Mining
  • Data Entry
  • Lead Generation
  • Data Scraping
  • Contact List
  • Google Search
  • Private Equity
  • Investor List
  • Data Collection
  • LinkedIn Lead Generation
  • Email List
  • Venture Capital
  • Email Testing
  • Investment Research
Adam A.

Stafford, Texas

$95/hr
4.5
121 jobs

I build GTM systems: the Clay tables, intent data pipelines, and outbound infrastructure that tell you exactly who to contact, when, and why, then run the outreach automatically. Most companies don't have a leads problem. They have a signal problem: they're emailing everyone instead of the 3% showing buying intent right now. I build the engine that finds that 3% (hiring signals, job changes, tech installs, funding events) enriched and scored in Clay, plus the cold email and AI calling layer that converts them into booked meetings. $300K+ earned on Upwork. 100 jobs. 100+ campaigns launched. 132 sending domains under management. Recent results: 32 qualified meetings booked for a real estate client in 60 days · 4.7% reply rate on a SaaS campaign. 🔧 What I Build: GTM & Signal Engine (Most Popular) ICP definition → intent signals (hiring, funding, tech installs, job changes) → Clay enrichment waterfalls → lead scoring → routed into email, calling, and your CRM. Signals work B2C too: for real estate and home services I pull permit data, ownership records, and life event triggers to find homeowners ready to transact. Cold Email Systems Domain setup, SPF/DKIM/DMARC, inbox warmup, and personalized sequences in Instantly built for deliverability, not just volume. AI Voice Agents & AI Cold Calling AI voice agents (Bland AI / Vapi) for appointment setting, follow up, and lead qualification, integrated with your CRM so every call outcome is tracked. CRM Setup & Sales Automation HubSpot, GoHighLevel, and Salesforce: pipelines, workflows, and automations that track every lead from first touch to closed deal. 🎯 Who I Work With: ✔️ Real estate investors & brokers: permit data, motivated seller signals, skiptraced homeowner lists, and the calling systems that convert them ✔️ AI/SaaS startups building their first GTM engine ✔️ Healthcare companies targeting facilities and providers ✔️ Professional services firms replacing referral dependency ⚙️ Tools I Work In: Clay · Apollo · Instantly · Bland AI · Vapi · n8n · HubSpot · GoHighLevel · Salesforce Three ways to work together: Tier 1, Signal Based Outbound Build (from $2,500): Clay + intent data + one channel, one audience Tier 2, Full GTM Engine (from $5,000): Signals + both channels + list building + CRM integration Tier 3, Fractional GTM Partner (from $3,500/mo): I run the engine, report weekly, optimize monthly Send a message with what you're selling and who you're targeting. I'll tell you exactly what your GTM system needs.

  • Lead Generation
  • B2B Lead Generation
  • Cold Email
  • Email Marketing
  • Appointment Setting
  • Sales Development
  • Outbound Sales
  • CRM Automation
  • HubSpot
  • Salesforce
  • Apollo.io
  • Clay
  • AI Implementation
  • Marketing Automation
Huw O.

Woodland Hills, California

$22/hr
5.0
2 jobs

AI Automation & Performance Marketing Specialist | SDR / BDR / Appointment Setter | 15+ Years | $1M+/Month Ad Budgets I build the systems that run marketing operations—and the campaigns and outbound pipelines that drive revenue. Over 15+ years across B2B, B2C, and DTC, I've managed $1M+ monthly ad budgets and run cold outbound/appointment-setting motions for my own lead-gen businesses, while evolving from traditional media buying into hands-on technical implementation: Python automation, n8n orchestration, LLM-powered analytics, and RAG architectures for real-time intelligence. What sets me apart is the bridge between strategy and execution. I don't just plan campaigns or set appointments—I build the autonomous AI agents, vector databases, and self-correcting workflows that make outreach, qualification, and reporting scale with minimal manual effort. What I can do for you: • SDR / BDR / Appointment Setting - End-to-end outbound: ICP development, lead list building, cold email sequencing, cold calling, objection handling, and appointment setting/qualification. I've built and personally run these motions for my own pay-per-call and insurance lead-gen brands—not just advised on them. • AI & Automation - Production-grade agentic systems using Claude Code, Claude/GPT-4 APIs, MCP server integrations, and persistent memory (pgvector, Supabase). I've built RAG business-intelligence systems with semantic search returning answers in under 2 seconds, and reduced client reporting from 6 hours to 45 minutes with AI-generated executive summaries. • Performance Marketing - Pay-Per-Call, CPA, CPL, CPC, CPM across Meta, Google, programmatic (DV360, The Trade Desk), TikTok, and LinkedIn. Exceeded ROAS targets by 167% for a WNBA client (3.2x against a 1.2x goal). Scaled DTC spend from $80K to $250K/month while holding 3.2x ROAS. • Lead Generation Infrastructure - End-to-end lead management (GoHighLevel + Airtable + n8n + Python) with offer routing, duplicate detection, and TCPA compliance automation across insurance, legal, and financial verticals. • Data & Analytics - SQL, BigQuery, GA4, multi-touch attribution modeling, predictive analytics, and custom dashboards unifying 8+ platforms. Recent results: • Built and operated cold outbound and appointment-setting pipelines for my own lead-gen brands, converting cold prospects into qualified, booked calls • Delivered AI agent systems for 3 agency clients, automating lead routing and reporting • Reduced client reporting overhead by 85% • Generated $1.2M in attributed revenue for a health brand via paid restructure + CRO • Built attribution model revealing email drove 34% of assisted conversions, reallocating budget accordingly Background: Senior Media Manager at a top 4 agency, early paid-acquisition lead at a leading CPG brand during a 3x revenue scale-up. BA in Business Administration. Certified in Google Ads, GA4, Google Data Analytics Professional, and Meta Digital Marketing. Whether you need SDR/BDR outbound and appointment setting, autonomous systems built, paid media scaled, or lead-gen infrastructure that runs itself—I deliver work that enhances ROI and removes manual overhead. Let's talk about what you're trying to build.

  • Email Marketing
  • Search Engine Marketing
  • Marketing Strategy
  • Social Media Marketing
  • On-Page SEO
  • Google Ads
  • Copywriting
  • Lead Generation
  • Media Buying
  • Sales Development
  • Appointment Setting
  • Cold Calling
  • Outbound Sales
Rabia K.

Lahore, Pakistan

$13/hr
5.0
14 jobs

Helping Businesses Build Accurate Financials, Improve Visibility, and Make Confident Decisions. I'm Rabia Khalid, a Chartered Accountant (ACA), NetSuite Certified Professional, and QuickBooks ProAdvisor with 5+ years of experience delivering high-quality accounting, bookkeeping, financial reporting, and fund administration services to businesses across multiple industries. I help business owners, startups, real estate firms, private equity funds, and growing companies maintain accurate books, strengthen financial controls, and gain meaningful insights from their financial data. Areas of Expertise Bookkeeping & Accounting • Full-Cycle Bookkeeping • Accounts Payable (AP) & Accounts Receivable (AR) • Bank & Credit Card Reconciliations • General Ledger Management • Month-End & Year-End Close • Journal Entries & Account Reconciliations • Catch-Up & Cleanup Bookkeeping Financial Reporting & Analysis • Profit & Loss Statements • Balance Sheets • Cash Flow Statements • Budgeting & Forecasting • Variance Analysis • KPI & Management Reporting • Financial Modeling & Business Analysis Fund Administration & Investor Accounting • Capital Calls & Distributions • Investor Allocations & Reporting • Waterfall Calculations • Fund Reconciliations • NAV Support • K-1 Support Schedules • Private Equity & Real Estate Fund Accounting Staff Accountant Services • Accruals & Prepaids • Fixed Asset Accounting • Revenue Recognition • Audit Preparation & Support • Financial Statement Preparation • Process Improvement & Internal Controls Software Expertise NetSuite (Certified)| QuickBooks Online & Desktop (ProAdvisor) | Xero | AppFolio | IMS | Odoo | Zoho Books |Microsoft Excel (Advanced) | Google Sheets |Salesforce Industries Served • Real Estate & Property Management • Private Equity & Investment Funds • SaaS & Technology • E-commerce • Manufacturing • Crypto & Blockchain • Consulting & Professional Services • Healthcare Why Clients Hire Me ✔ Chartered Accountant (ACA) with strong accounting and finance expertise ✔ NetSuite Certified Professional and QuickBooks ProAdvisor ✔ Proven experience in bookkeeping, financial reporting, and fund accounting ✔ Strong analytical skills with a focus on accuracy and detail ✔ Experience supporting multi-entity and multi-currency businesses ✔ Reliable communication, ownership, and timely delivery My goal is simple: to provide accurate financial information, streamlined accounting processes, and actionable insights that help businesses scale with confidence. Whether you need a Bookkeeper, Staff Accountant, Financial Analyst, Fund Accountant, or Finance Professional, I am committed to delivering results that add value to your business. Let's discuss how I can help support your accounting and finance operations

  • Business Analysis
  • Finance & Accounting
  • Financial Audit
  • Ratio Analysis
  • Internal Auditing
  • Financial Statements Preparation
  • Bookkeeping
  • Bank Reconciliation
  • Data Entry
  • ERP Software
  • International Financial Reporting Standards
  • Balance Sheet
  • Income Statement
  • Cash Flow Statement
  • Account Reconciliation
  • Accounts Payable Management
  • Accounts Receivable Management
  • Microsoft Excel
  • Data Analysis
Joseph O.

Austin, Texas

$120/hr
4.9
385 jobs

I am a financial analyst with 10+ years of experience at a top Wall Street bank and as a fractional CFO, financial modeling expert, and software developer. I specialize in building full-stack FP&A solutions for my clients that integrate financial modeling with accounting systems and data providers. Few CFO's possess the technical skills, accounting fluency, and financial modeling background to manage this entire workflow. As a fractional CFO, my accomplishments include raising $1 billion+ in debt and equity capital for my clients, completing more financial modeling engagements than any other freelancer on Upwork, and watching multiple of my clients go on to become unicorns. Financial Modeling I build investor-grade 3-statement models from scratch for your business. I've supported raises from seed through Series B, including a unicorn and multiple $100M+ ARR companies, along with lender models, board models, scenario and sensitivity analysis, valuation, and 409A work. I've built models for 1,000+ companies across virtually every industry, with particular expertise in lending, SaaS, ecommerce, logistics, and energy, AI has changed financial modeling in two important ways. It has made it effortless to spin up amateur models, and it has made high-quality models even more valuable by expanding what they can do. A model built from the ground up to be operated by AI agents is the best of both worlds: institutional-grade structure, optimized for scale, user-friendliness, and auditability, with an architecture that lets tools like Claude and ChatGPT in Excel update data, run scenarios, and make changes reliably. My models are built to leverage AI agents and serve as a "financial operating system" for your business that is easily actualized with current data and adapted as your needs evolve. EBITDAI: I also founded EBITDAI. The consumer app is live in the Excel Addin store and Micrsoft Appsource and is the most cost-effective AI Excel agent on the market today. This also gives me valuable real estate directly inside of Excel that I can use to implement managed services solutions for my clients. In the past, I have built integrations that connect to the client's Quickbooks, Campfire, and Stripe accounts to the EBITDAI addin, which sideloads inside of Excel. The end result was full automation of actualization. The client simply logs into EBITDAI inside of Excel each month and asks the agent to update the model.

  • Business Valuation
  • Business Modeling
  • Financial Modeling
  • Startup Consulting
  • Real Estate Financial Model
  • Fundraising Presentation
  • Financial Analysis & Valuation
  • Pro Forma Statement
  • Financial Projection

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Don't just take our word for it

What does a BGL Simple Fund specialist do?

A BGL Simple Fund specialist configures and administers self-managed superannuation funds using the Simple Fund 360 platform. This role manages the full lifecycle of fund operations, from initial setup to complex year-end reporting and regulatory compliance. The specialist processes daily transactions, maintains accurate member records, and generates required financial statements for auditors and regulators.

  • Configure new superannuation funds by setting up bank accounts, defining transaction types, and establishing administration defaults within the Simple Fund 360 software. This foundational work ensures that all subsequent data entry and reporting align with the specific structural requirements of each fund.
  • Process current-year transactions, including asset disposals, income distributions, and security price updates, often leveraging BGL Data Services to automate data feeds. The specialist verifies the accuracy of these entries to maintain precise member balances and investment valuations throughout the financial year.
  • Generate comprehensive year-end outputs, such as financial statements, income tax returns, regulatory returns, and individual member statements. This task requires running specific reporting modules within the software to produce documents that meet Australian Taxation Office standards and auditor expectations.
  • Maintain system integrity by performing regular fund backups, installing software updates, and managing administration defaults across the fund lifecycle. The specialist uses built-in help resources and training manuals to troubleshoot issues and ensure the software operates according to the latest compliance guidelines.

How to hire a BGL Simple Fund specialist on Upwork

Step 1: Post a job

Define your SMSF administration needs clearly to attract qualified candidates. Use the Job Post Generator powered by Uma™, Upwork's Mindful AI to draft a precise description in seconds. Describe your requirements for fund setup or year-end reporting, and Uma creates a tailored post. You can write a new post, update a saved draft, or reuse an existing one.

  • Specify whether the role focuses on initial fund configuration, ongoing transaction processing, or complex year-end compliance tasks.
  • List required proficiency with BGL Data Services for importing bank feeds and security price updates.
  • Clarify if the specialist must generate specific outputs like income tax returns, regulatory returns, or member statements.

Step 2: Evaluate candidates

Look for proven experience with BGL Simple Fund 360 workflows and accurate reporting. Uma runs instant video interviews and builds shortlists with side-by-side comparisons to speed up your review. Focus on candidates who demonstrate technical accuracy and familiarity with SMSF regulations.

  • Review portfolios for examples of completed financial statements and investment reports generated from Simple Fund 360.
  • Check for evidence of managing administration defaults and maintaining backups across multiple superannuation funds.
  • Verify experience with BGL Wiki resources and training manuals to troubleshoot issues independently.

Step 3: Interview your top choices

Discuss specific scenarios to test their practical knowledge of the software. Schedule and conduct interviews within Upwork Messages, which generates an immediate transcript and summary after each session. This keeps your hiring process organized and documented.

  • Ask how they handle discrepancies in current-year transactions before finalizing year-end reports.
  • Question their process for configuring new accounts and transaction types for diverse asset classes.
  • Inquire about their method for updating security prices and verifying data integrity via BGL Data Services.

Step 4: Agree on scope and begin work

Set clear milestones for deliverables such as processed transaction records or finalized tax returns. Use Upwork Messages and the contract workroom for all communication and project management. Secure your engagement with identity verification, hourly tracking, and project funds.

  • Define milestones for setting up new funds, including account structures and administration defaults.
  • Agree on deadlines for submitting income tax returns and regulatory returns for the financial year.
  • Establish a routine for installing software updates and performing regular fund backups.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring a BGL Simple Fund specialist cost?

$500-$2,500 per project is a typical range for focused BGL Simple Fund specialist work. Final pricing depends on scope, technical complexity, required integrations, source-material quality, revision needs, and the freelancer's experience level.

Fund setup and configuration

$500-$1,200/project

Entry-level to mid-level
  • Configured fund accounts and transaction types
  • Set administration defaults for ongoing processing
  • Verified initial fund setup against requirements

Transaction processing

$1,200-$2,500/project

Mid-level
  • Processed current-year distributions and disposals
  • Updated security prices via BGL Data Services
  • Compiled accurate transaction records for the period

Year-end reporting

$2,500-$4,500/project

Mid-level to senior-level
  • Generated year-end financial and investment reports
  • Prepared income tax and regulatory returns
  • Exported final member statements for distribution

System maintenance and updates

$4,500-$7,000/project

Senior-level
  • Executed fund backups and data preservation steps
  • Installed software updates and patched configurations
  • Resolved issues using BGL Wiki and Help resources

Complex compliance integration

$7,000-$12,000/project

Expert-level
  • Integrated BGL Sign or DocuSign workflows
  • Built tailored regulatory and member output templates
  • Compiled comprehensive documentation for compliance reviews

Frequently asked questions

Is hiring a BGL Simple Fund specialist worth it?

For most businesses, yes: hiring a BGL Simple Fund specialist is worthwhile. This role handles the technical configuration of SMSF accounts and processes complex year-end reporting workflows that require specific software knowledge. Delegating these tasks allows your team to focus on client advisory services while maintaining compliance through accurate financial and tax returns.

How do I evaluate BGL Simple Fund specialist candidates?

Evaluate candidates by asking them to describe their process for configuring administration defaults and handling security price updates in BGL Simple Fund 360. A strong candidate will cite specific experience using BGL Data Services to process current-year transactions and generating regulatory returns without manual errors.

What deliverables does a BGL Simple Fund specialist produce?

A BGL Simple Fund specialist generates year-end financial statements, income tax returns, and member statements directly from the software. They also submit processed transaction records and maintain configured fund setups with accurate administration defaults.

Which tools does a BGL Simple Fund specialist use?

These specialists work primarily within BGL Simple Fund 360 software and leverage BGL Data Services for transaction processing. They consult the BGL Wiki and built-in training manuals to troubleshoot issues and configure e-signature options like DocuSign.