Hire the best Chartered Financial Analyst (CFA) Freelancers in Pakistan
Check out Chartered Financial Analyst (CFA) Freelancers in Pakistan with the skills you need for your next job.
- $50 hourlyAre you tired of being bogged down by the financial challenges that seem to be holding you back from reaching your full potential? Are you struggling to make sense of your financial statements, or worried that you're not making the most of your revenue streams? If so, you're not alone. Whether you're a new startup, a growing company, or an established business, a robust financial model and a compelling business plan are critical to your success. But with so many variables to consider, it can be overwhelming to develop a comprehensive financial plan that meets your specific needs. Without a solid financial plan, you risk running out of cash, missing out on growth opportunities, and even jeopardizing the future of your business. That's where I come in, as a Financial Analyst with over a decade of finance experience with S&P Global one of the Fortune 500 companies, I have the expertise and insights you need to make informed financial decisions. I know that you need more than just a one-size-fits-all approach - you need a customized business plan & financial model that takes into account your unique business model, your revenue streams, and your growth goals. No matter where you are in your business journey, I'm here to listen to your concerns, answer your questions, and provide you with the insights, strategies and support you need to succeed. With my help, you can make informed financial decisions that will enable you to achieve your goals and take your business to the next level. Whether you're struggling with cash flow management, need help raising capital, or want to optimize your revenue streams, I've got the expertise and experience to help you achieve your goals. I'll work with you to identify your pain points, develop a customized financial model, a business plan, and a compelling pitch deck, and provide you with ongoing support and guidance as you grow and evolve. I am a full-stack and a one-stop shop for all your financial needs. This comprehensive approach ensures that you have all the tools necessary to drive your business forward and secure the funding you need. ------------------------------------------------ I am a Chartered Financial Analyst (CFA), with more than 10 years of experience in the Financial Services industry with S&P Global, one of the Fortune 500 companies. 🌟 I specialize in the following: ✔Financial Modeling ✔Investor Pitch Decks and Fundraising ✔Business Plans ✔Pro forma Projections ✔DCF Modeling ✔FP&A ✔Mergers and Acquisitions ✔LBO Modeling ✔NPV, IRR, and Returns ✔Investor Relations Materials ✔What-if Analysis ✔Ratios Analysis ✔Key Performance Indicators ✔Excel Dashboards & Data visualization ✔Budgeting ✔Sensitivity analysis ✔Variance Analysis ------------------------------------------------ 🌟 Types based Financial Modeling & Forecasting: ✅Three-Statement Financial Model ✅DCF Model ✅Startup Financial Model ✅E-Commerce Financial Model ✅SaaS Financial Model ✅MarTech Financial Model ✅Real-Estate Financial Model ✅M&A Model ✅LBO Model ------------------------------------------------ 🌟 Customers: ✈️ New Startups 🚀 Growing Startups 🏢 Established Companies ------------------------------------------------ 📝 NEXT STEP: If you're ready to take your business plan to the next level, don't hesitate to message me, and let's get started. Your financial future is waiting - and I am here to help you make the most of it.Chartered Financial Analyst (CFA)EcommerceReal Estate Financial ModelMicrosoft Excel PowerPivotSaaSStartup PitchbookPitch DeckEquity ResearchPrivate EquityBusiness AnalysisChartered Financial AnalystFinancial ManagementFinancial ModelingFinancial AnalysisMicrosoft ExcelCompany Valuation
- $15 hourlyGreetings and a warm welcome to my Upwork profile! I am Jabran Ata, a dedicated and accomplished financial professional with a passion for empowering learners in the world of finance and investment. For over a decade, I have had the privilege of serving as a Finance Trainer, mentoring and guiding thousands of students and professionals on their quest for excellence. 🎓 Finance Training Excellence: Since September 2010, I have been on a relentless mission to impart knowledge and expertise in finance and investment. As an Experienced Finance Trainer, I take great pride in my ability to elucidate complex financial concepts and provide practical insights to learners from diverse backgrounds. My training sessions are designed to foster a strong foundation in finance, enabling students to navigate the intricacies of the financial world with confidence. 📈 Mastering Financial Modeling: As a Financial Modeling Expert, I have honed my skills in crafting accurate and comprehensive financial models that drive insightful decision-making. My expertise spans various valuation methodologies, including Discounted Cash Flow (DCF) analysis, DDM Valuation, FCF Valuation, Market Multiples Approach, and Asset-Based Models. Whether it's valuing publicly listed companies, private entities, or merger & acquisition transactions, I ensure that learners grasp the art of financial modeling with finesse. 💼 Empowering Career Advancement: Beyond training, I have embraced the challenge of preparing aspiring finance professionals for the prestigious CFA exams. Specializing in CFA Level 1, 2, and 3 Exam preparation, my guidance has led to the success of countless candidates who now hold the coveted CFA Charter and occupy senior management positions in esteemed organizations. Witnessing my students' career growth is the greatest reward of my journey as a Finance Trainer. 🌟 Udemy Top-rated Course Designer: As a Udemy Top-rated Course Designer, I have curated a collection of highly technical and specialized finance courses that have earned rave reviews from learners worldwide. My courses are carefully structured to ensure seamless learning progression, making complex topics accessible to all. 🏆 Commitment to Excellence: Recently, I completed a remarkable project on Upwork, where I designed 15 highly technical finance courses on Udemy. These courses covered a spectrum of finance subjects and were accompanied by 15 mini-books, further enhancing the learning experience. The project earned me a perfect 5 out of 5 rating, a testament to my unwavering commitment to excellence. 🌐 Learn More About Me: I invite you to explore my website: jabranata.com to gain deeper insights into my background, achievements, and testimonials from satisfied learners. My passion for finance education and the impact of my courses on their careers will speak for itself. I am excited to collaborate with learners and organizations alike, as we embark on an enriching journey through the realm of finance and investment. Together, we will ignite financial excellence and shape a prosperous future. Let's make a difference in the world of finance! Sincerely, Jabran AtaChartered Financial Analyst (CFA)Company ValuationFinancial ProjectionBusiness ValuationFinancial PlanningAsset ManagementTrainingEconometricsFinancial ModelingIndustry ResearchInvestment ResearchChartered Financial AnalystTutoringFinance & AccountingFinancial Analysis
- $13 hourlyA finance professional with a business degree and a CFA charter with work experience of more than 14 years. My specialty in Upwork is Real Estate and Generic Financial Modelling. I can offer following services: 1.) Personal debt reduction financial advisory. 2.) Personal financial planning and investment policy statement review. 3.) Investment research and portfolio allocation using an indexing low cost approach. 3.) Solar renewable energy financial modelling. 4.) Commercial real estate financial modelling. 5.) Rent/Lease vs Buy Analysis. 6.) Restaurant business modelling. 7.) Leverage Buy Out Modeling (for going private scenario).Chartered Financial Analyst (CFA)Real Estate AppraisalProject FinanceFinancial Prospectus WritingChartered Financial AnalystFinancial ModelingInvestment ResearchReal Estate Investment AssistanceReal Estate Financial ModelFinancial AnalysisFinancial ReportingMicrosoft Excel
- $60 hourlyI am a financial analyst with a passion for financial modeling. I am a CFA level 3 candidate and ACCA associate member. I have been working for more than six years on a wide variety of projects in M&A, Venture Capital, and LBO transactions. I like to see myself as a problem solver who applies the understanding of all businesses' common features and captures each business's unique characteristics to solve the problem. I am an expert in modeling startups, valuation, and mergers & acquisition-related transactions. You can reach me if you want to test your business idea or a comprehensive financial model to facilitate your M&A process. I offer the following services: - Financial Modelling / Valuations; - Information Memorandum / Pitch Deck - Company and Industry Research - Dashboards, Scorecards, and Executive Summaries - Due diligence of M&A target; - Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations - Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America, Europe or Asia) - Restructuring of company assets; - Impairment testing; -. Financial and performance analysis - Company Sale Preparations (assisting the owner to prepare the company for sale) - Deal Negotiations (business sales, acquisitions, financing transactions) - Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses - Automation: Using VBA macros and advanced lookups/formulas - Advanced calculations and Pivot Tables. Why choose me? I will prepare a stellar financial model / presentation / deliverable for you to present and you can focus on adding value to your business. Apart from this, I am: - CFA Level 3 candidate; - More than six years of diverse experience with top advisory firms, including Canada-based BDO; - An Associate Member of the Association of Chartered Certified Accountants (ACCA); and - Proven expertise in financial advisory.Chartered Financial Analyst (CFA)Business ModelingMarket AnalysisFinancial AnalysisQuickBooks OnlineFinancial ReportingManagement AccountingFinancial ModelingBusiness ValuationBusiness PlanMergers & AcquisitionsChartered Financial AnalystInternational Financial Reporting StandardsMS ExcelPresentationsIntuit QuickBooks
- $99 hourlyIntroduction: I am a CFA Charterholder and MBA (Finance). I am a seasoned Investment Banking professional having more than 15 years of Investment Banking Experience. I have advised and executed many transactions including LBOs, Project Finance, Debt and Equity advisory etc. I pride myself on a track record of success, grounded in both academic rigor and practical experience. Let's collaborate to unlock the next financial opportunity for your venture. Services: I specialize in delivering high-quality financial modeling solutions tailored to your unique business needs. My services encompass: a) Leverage Buyout Models (LBOs) b) Real Estate Development and Acquisition Models c) Project Finance Models d) Equity Waterfall Models e) Mortgage, IRR and ROI calculators f) Business Valuation Models g) Assist Finance Students in their Corporate Finance and Financial Modeling related assignments. “I follow best modeling practices. My models are extremely dynamic yet simple to understand” Experience: 1. Head of Business and Products in a Mortgage Refinance Company 2. Head of Investment Banking in a Boutique Investment Bank. 3. Chief Investment Officer in a Private Equity Firm. 4. Head of Syndication and Debt Capital Market in a Bulge Bracket Investment Bank.Chartered Financial Analyst (CFA)Equity ValuationCompany ValuationInvestment BankingCash Flow ModelingReal Estate Investment AssistanceReal Estate Financial ModelChartered Financial AnalystData ExtractionCorporate FinanceMergers & AcquisitionsFinancial Analysis & ValuationFeasibility StudyFinancial Modeling
- $20 hourlyAchievements in numbers: -Have helped 12 startups raise more than $100 million in equity and grant funding -Have consulted 40+ startups on their funding and cashflow problems -Managed Fixed Income and Derivative portfolio of over $350 Million As a business analyst with a focus on small and medium size businesses, I can help solve your financial and excel problems. I specialize in investment and management, creating budgets, forecasts, analysis, business plans, and business strategy. My background is in investment and small business consulting, as well as Controller for a small business. I am a CFA charter holder and hold an MBA too. I am proficient at many accounting software suites, and I am also an advance level excel user. Please feel free to message me for discussing your project if it is related to following: * Financial Analysis * Financial Forecasting and Modelling * Excel Dynamic Templates * Pro Forma Statements * Excel VBA * Excel Templates * Data Visualization * Excel Interactive charts, graphs and dashboard Thank you.Chartered Financial Analyst (CFA)Investment BankingTreasury ManagementBudget PlanFinancial RiskChartered Financial AnalystFinancial ServicesFinancial PlanningPro Forma StatementPortfolio ManagementFinancial ProjectionFinancial ForecastingCorporate FinanceFinancial ModelingExcel VBAData Analysis
- $20 hourlyAre you looking for an experienced accountant to take care of your book of accounts and free you to focus on strategic matters by providing regular insights and analytics about your business? Musawir, a Big4 trained accountant with a diversified experience in several sectors can help you in setting up your books, do the clean ups, tax filing, financial reporting and support the strategic decision process in no time. As a freelancer Musawir understands the importance of delivering projects on time while paying attention to detail so that his clients are satisfied with the results he produces. His ability to communicate effectively makes him even more attractive as an asset for any project you may have in mind; he is confident that his skills will bring success if given the chance! Don’t hesitate to reach out if you want me to take care of your accounting department single handed while being on top of everything to assist you in making business decisions. Lets connect and discuss further... Blessings Musawir H.Chartered Financial Analyst (CFA)Data VisualizationFeasibility StudyGoogle SlidesMicrosoft PowerPointBusiness Planning & StrategyQuickBooks OnlineFinancial ModelingCompany ValuationCPABusiness ConsultingChartered Financial AnalystReal EstateTax PreparationFinancial Variance AnalysisPresentations
- $20 hourlyHello everyone, I have more than 6 Years of working as a Financial Auditor in a Big4 firm. I am here to help you out. If you have anything related to the following topics, just drop a message. - Preparation of Financial Statements - Financial Accounting - Financial Modelling - Cost Accounting - Bank Reconciliation Statements - Managerial Accounting - Business Finance Decisions - Net Present Value - Investment Appraisal - Financial Projections - Profit Analysis - Ratio Analysis - Financial Management - Business Plan - Budgeting - Ratio Analysis - Auditing and Assurance - IFRS (International Financial Reporting Standards) - IAS (International Standards on Auditing) Just drop a message for any sort of assistance.Chartered Financial Analyst (CFA)Financial StatementChartered Financial AnalystBusiness PlanBookkeepingCost AccountingBusiness Proposal WritingPitchbookAccountingManagement AccountingFinancial AccountingInternational Accounting StandardsMicrosoft ExcelIncome StatementFinancial Projection
- $12 hourlyHi, As an expert in Accounting, Finance, Taxation and Audit I possess the critical skills that you are looking for. If you seeking guidance in any of the aforementioned disciplines, you can rest assured that you have found the best. You can put your trust in me to deliver quality work with assurance: 100% original content Proper research with robust in-text citations and a references page Coherence and clear flow of ideas Timely delivery In Finance, I can offer assistance in: Financial and financial ratios analysis Business Finance Corporate Finance Financial economics Applied Finance Finance and Banking International Finance Financial Planning Risk Management Financial Law In Accounting, I can assist you with any work relating to Financial Accounting Public Accounting Management Accounting You are welcome to contact me on any assistance you would like in the above areas or any related areas. I trust we will have a fruitful corporation. Thank youChartered Financial Analyst (CFA)BookkeepingFinancial AnalysisChartered Financial AnalystAccounting SoftwareFinancial ReportingQuickBooks OnlineXeroFinancial AccountingAccounts ReceivablePayroll AccountingMicrosoft ExcelBank ReconciliationIntuit QuickBooksChart of Accounts
- $10 hourlyCPA since 2008 | Financial Advisor Unique Process Bookkeeping - QuickBooks Accounting & Tax 👉 Excellent Communicator. I am an emotionally intelligent leader (fluent in English and urdu with a fast experience as a project manager, assistant controller, accounting manager, and client service director/talent acquisition specialist. My strong work ethic has kept me successful as a freelancer. My services include: - 1. Reconciling books / bookkeeping using QuickBooks Online 2. Maintain your books in QuickBooks on an ongoing basis 3. Tax preparation of individual and business returns: 1040, 1120 C, 1120S, 1065, 1040NR, 1041, etc. - Answer questions about any type of tax issue 4. I have a PTIN (tax preparer ID) with the IRS which allows me to prepare and sign returns in any state. - I have spent over 1000 hours here on Upwork in the last couple of years which equates to over 3,000 tax returns (in various states). 5. Developing business plans for start ups. Providing consulting services in the accounting/financial/HR/Project management space. 6. Reviewing & Writing resumes, Interview Prep, Help with Job Search and Linked In Profile revamp. 7. Check out the video below for a personal intro. My various skills include solid communication, strong analytical skills, timely responses, and implacable organizational skills. I look at the big picture of a client's situation and my vision is to provide more value above and beyond what I get paid. I like to provide abundance of my services to every client no matter how big or how small the job is. My accounting background as a CPA brings a detailed oriented and disciplined mind that is coupled with a creative and outgoing personality. As a PMP, I use standard project management methodologies to complete successful projects. My motto is - every successful company needs a capable project manager for big undertakings. With my SHRM CP certification, I can offer a hybrid solution for human resources and accounting departments having mastered both fields. I work well under pressure and have been described by fellow employees as a true leader who strives to create a positive work environment.Chartered Financial Analyst (CFA)Tax LawBookkeepingSales TaxXeroUS TaxationChartered Financial AnalystFinancial AccountingIntuit QuickBooksMicrosoft ExcelInternational Accounting StandardsTax Preparation
- $10 hourlyHello! I'm an experienced Finance Professional with 5+ years of expertise as a Financial Analyst at Sui Southern Gas Company and Financial Research Analyst at Invinci IT Solutions. I specialize in creating dynamic financial models, accurate financial forecasts, and comprehensive financial plans for a wide array of sectors including e-commerce, technology, healthcare, and real estate. I have made over 30+ impactful financial models, showcasing my proficiency in translating complex financial data into actionable strategies. My expertise also extends to detailed business plans outlining strategic paths to profitability and stability. Leveraging my skills in financial analysis and financial projection, I deliver tailored solutions that empower businesses to thrive in today's competitive landscape. With proficiency in financial modeling and tools like Excel, I provide a range of services including financial statements preparation and comprehensive financial analysis that serves as the foundation for strategic decision-making. Additionally, I offer expertise in cash flow management, aiding businesses in optimizing resources and enhancing liquidity. My proactive risk assessment strategies ensure smooth operations, and I conduct detailed investment appraisals including NPV, IRR, ROI, and Discounted Cash Flow (DCF) analysis. Furthermore, I provide valuable market research insights, helping businesses stay ahead by understanding industry trends. I specialize in creating interactive financial dashboards for real-time insights, enabling businesses to make informed decisions based on accurate projections and forecasts. Choosing me means gaining access to a professional dedicated to transforming your financial vision into reality. Whether you're an established company or an ambitious startup, let's collaborate to elevate your business to new heights! 🌟🚀Chartered Financial Analyst (CFA)Chartered Financial AnalystFinancial AnalysisFinancePitch DeckMicrosoft ExcelFinancial PlanData AnalysisDashboardFinancial Analysis & ValuationWritingFinancial ReportFinancial PlanningFinancial ModelingBusiness PlanFinancial Projection
- $60 hourlyGreetings! I'm [Muhmmad Hasnain Abbas], your gateway to unlocking the potential of your data and financial goals. With a versatile skill set spanning Data Science, Data Analysis, Financial Analysis, Quantitative Analysis (Quant), Excel Mastery, Investment Analysis, Financial Advisory, and the finesse of MS Office tools, I'm your trusted partner for all your data and financial needs. Imagine having a Data Scientist who can turn complex data into actionable insights, guiding your decisions with cutting-edge techniques in predictive modeling and data visualization. I'm here to make your data work for you. In the realm of Data Analysis, I'm your go-to guru for transforming raw data into the strategic fuel your business needs. I wield Excel and SQL like a maestro, providing you with key insights to outperform your competition. As a seasoned Financial Analyst, I bring order to financial chaos. Let's navigate the markets together as I help you make informed investment choices backed by robust financial analysis. Quantitative Analysis is where I shine. With mathematical models at my fingertips, I can create tailored trading strategies, manage risk, and optimize your financial outcomes. Picture an Excel Specialist who can streamline your operations, automate tasks, and create powerful financial models. That's precisely what I bring to the table. Need Investment Analysis? I'm your financial compass. I provide detailed research and insights for your investment journey, whether you're an individual investor or an institution. As a Financial Advisor, I'm dedicated to sculpting your financial future. Let's chart a course for your retirement, manage your wealth, or craft tailored investment strategies to ensure your financial dreams become reality. The Microsoft Office suite is my canvas, and I'm ready to craft compelling reports and presentations that convey complex data with clarity and professionalism. Your satisfaction is my priority. I'm committed to delivering top-quality results and meeting your project deadlines. Let's embark on a journey to turn your data into wisdom and your financial goals into achievements. Ready to explore how I can help you succeed? Let's connect and make your vision a reality.Chartered Financial Analyst (CFA)Data AnalyticsData ScienceChartered Financial AnalystReal Estate Investment AssistanceQuantitative FinanceQuantitative AnalysisFinancial AnalysisData AnalysisMicrosoft WordMicrosoft Excel
- $20 hourlyEssay Writing | Research Papers | Grammarly | Business Plans | Financial Analysis | Case Analysis | Article Writing | Case Analysis | Article Writing | Economics | Financial Modelling | Financial Plans | Homework Help | Assignment Help | Research Paper Guidance | Academic Tutor | Technical Writing | Certified Researcher | Dissertation | Thesis Editing | Technical Reports | References & Citation | Proofreader | Business Writing *** IN SHORT, I CAN HELP YOU IN ANY ACADEMIC AND RESEARCH WRITING TASKS **** With more than 10 years in Writing, I know the standards such as; 1) International Referencing Styles ( APA, HARVARD, CHICAGO ) 2) 24/7 availability for editing 3) Free Turnitin & Grammarly Reports 4) Faster Turnaround Time 5) 0% Plagiarism ** SOFTWARE I USE ** 1 ) Grammarly 2) Google Docs 3) Turnitin 4) MS Word & Excel 5) SPSS 6) Eviews 7) MS Project 8) STATA 9) Mandely Big whoop, right? ORIGINAL BLOGS AND BACKLINKS are crucial for your web startup or new Digital business in any niche. However, if you didn't see the Organic Ranking in Google SERP pages, I can help you in BOOSTING YOUR ORGANIC REACH in SERP pages. Research is a big part of what I do. I ranked organically tons of websites in diversified niches especially in WordPress;Chartered Financial Analyst (CFA)Business PlanPitch DeckBusiness WritingChartered Financial AnalystBusiness AnalysisAcademic WritingScientific Literature ReviewFinancial WritingPresentationsBusiness ReportBusiness Plan or PitchEssay WritingResearch ReportsResearch PapersResearch Proposals
- $6 hourlyWith a Master's in Business Administration (MBA) specializing in Finance, extensive knowledge in the field, strong academic writing skills, and the successful completion of the Chartered Financial Analyst (CFA) program 🌟Skills and ability🌟 ▶ Finance Expertise ● Advanced Financial Analysis ● Strategic Financial Planning ● Risk Management ● Portfolio Optimization ● Financial Modeling ● Data Interpretation ● Investment Analysis: ▶ Investment Evaluation ● Asset Valuation ● Market Trend Analysis ● Diversified Portfolio Management ● Risk Assessment ● Scenario Analysis ● Equity Research: ▶ Company Valuation ● Industry Analysis ● Stock Analysis ● Financial Statement Evaluation ● Equity Research Reporting ● Market Trend Identification ● Comparative analysis ● Ratio Analysis ● DCF, DDM, relative valuation ▶Business Analysis ● Business Process Analysis ● Strategic Alignment ● Business Performance Metrics ● Market Research ● Stakeholder Communication Keywords: Stock Analysis, Financial Markets, Investment Research, Equity Valuation, Sector Analysis, Market Trends, Financial Modeling, Earnings Estimates, Company Reports, Investment Recommendations, Portfolio Management, Asset Allocation, Market Research, Risk Assessment, Investment Strategies, Economic Indicators, Fund Performance, Market Analysis, Risk-Return Tradeoff, Investment Opportunities, Business Processes, Data Analysis, Requirements Gathering, Process Improvement, Stakeholder Communication, Problem Solving, Business Strategy, Market Research, System Analysis, Business Modeling, Time Value of Money, Cash Flow Projection, Terminal Value, Discount Rate, Present Value, Valuation Model, Intrinsic Value, Cash Flow Analysis, Financial Forecasting, Investment Appraisal, Dividend Growth, Equity Valuation, Stock Analysis, Dividend Yield, Dividend Payments, Future Cash Flows, Shareholder Returns, Income Investing, Valuation Methods, Dividend Policy, Ratio Analysis, Financial Ratios, Profitability Ratios, Liquidity Ratios, Solvency Ratios, Efficiency Ratios, DuPont Analysis, Performance Metrics, Benchmarking, Financial Statements, Comparative AnalysisChartered Financial Analyst (CFA)Chartered Financial AnalystQuantitative FinanceEViewsMicrosoft OfficeCorporate FinanceFinancial WritingBusiness PlanFinancial ModelingIBM SPSSFinancial AnalysisMicrosoft Excel
- $15 hourlyI am Certified Chartered Accountant - ACCA UK and CPA Canada. I have more than 7 years of experience from world big 4 audit firms (Deloitte & EY) in the field of auditing, accounting, bookkeeping, business plans, financial modeling and financial analysis. Finance Skills:- • Financial Management • Financial Analysis • Financial Modeling • Financial projections / Plans Business Skills:- • Business valuation • Business Plans • Pitch Deck Presentation • Business Analysis • Business Models Accounting Skills, • Financial Reporting • Balance Sheet • Profit and loss statement • Cash flow statement • Bank reconciliation • Account receivable management • Account payable management • International Accounting standards • MS Excel and Word • Good Knowledge IFRS and IAS. Bookkeeping Software's:- • Quick Book • Xero Accounting • Zoho and Podio • MS Excel BookkeepingChartered Financial Analyst (CFA)Business ProposalFinancial ManagementBusiness WritingChartered Financial AnalystFinancial WritingFinancial ModelingAccountingFinancial AnalysisBusiness PlanFinancial AccountingFinancial ForecastBookkeepingBusiness AnalysisIntuit QuickBooksMicrosoft Excel
- $25 hourlyHello Everyone😊 I' m a highly motivated detailed-oriented bookkeeper and a US Tax Practitioner having extensive experience with QuickBooks, Xero, Zoho, and NetSuite. With over 15 years of solid track record of working in US accounting, I have successfully worked with many US-based businesses ranging from real estate, eCommerce, small tech firms, consumer products manufacturers, and retail stores. I enjoy working with entrepreneurs to help them grow and improve the performance of their businesses and their financial standing in the longer run. Though I'm always looking for new challenges, here are some areas in which I've specialized. 📒 Bookkeeping Services I am a Certified QuickBooks Pro advisor with over 10 years of experience I offer the following services: ✔ Bookkeeping ✔Payroll Processing ✔Reconciliations ✔Financial Reporting ✔Financial Statements ✔Budgeting 🧾 Tax Preparation Service Regardless of whether you are an individual or a business owner, taxes are a fact of life. I can give you peace of mind and follow IRS laws, I can take care of your taxes and help you always stay on top of the latest code changes. Competency areas: ✔Business / Personal tax preparation ✔Corporate taxes ✔ Payroll Taxes ✔ Sales Taxes ✔ Support for complex tax situations Moreover, I can create tax projections, identify savings opportunities, navigate federal, state, and local laws, and help you always stay on top of the latest code changes. ✌ CFO services With significant financial and operational experience in multiple industries, my experience as CFO covers companies from $1M to $60M in annual revenue in various stages of their life cycle. I have been working on ✔Financial Modeling / Financial Analysis. ✔Tracking cash flow and financial planning. ✔Analyzing the company's financial strengths and weaknesses, and proposing strategic directions. ✔Company valuation & financial projections I am looking forward-thinking and help clients understand where they stand today so that they can develop realistic expectations for the future.Chartered Financial Analyst (CFA)XeroAccounts Payable ManagementQuickBooks OnlineFinancial StatementManagement AccountingFinancial ReportingBookkeepingSage 50cloudChartered Financial AnalystAccountingFinancial ModelingMicrosoft ExcelAccounts ReceivableAccountingBank ReconciliationAccounts PayableIntuit QuickBooks
- $8 hourlyQuickbooks setup expert Greeting Being an Associate Certified Chartered Accountant(with a decade of professional expertise) and having QBO pro advisor and Xero advisor certificate, I can provide the best quality bookkeeping and accounting services for your company. I will provide 100% on-time delivery,0% cancellation rate, and unlimited revision. I am acting as an entrepreneur in Orb Interior limited and also set up QuickBooks online accountant. I know Enterprise Resource Planning(ERP) software, in which I can manage invoices, linking with purchase order and financial statement preparation. MY SERVICE INCLUDE Charts of Accounts Reports on a daily, weekly, monthly, and yearly basis Profit and loss accounts Balance sheet Setup QuickBooks online accountant for clients Receivables and payables Invoicing Billings Bank statements Bank reconciliation Accounting treatment advice like IFRS and IAS. Journal Entries Data entry bookkeeping Tax returns Payroll system setup QuickBooks online software Financial Analysis setting up a new company Managing inventories Customer supports on behalf of the client. Design of the QuickBooks online in the mobile app for easy access for clients.Chartered Financial Analyst (CFA)XeroQuickBooks OnlineBalance SheetChart of AccountsIntuit QuickBooksBookkeepingPayroll AccountingFinancial AccountingBank ReconciliationChartered Financial AnalystData EntryMicrosoft ExcelERP Software
- $30 hourlyI have a strong background in Financial Modeling, Business Valuations, Pitch Deck creation, and Private Equity transactions, gained through my work at both large banks and boutique advisory firms. My experience spans Investment Banking, Private Equity, and Venture Capital. One of my key strengths is developing highly flexible financial models. These models allow users to modify assumptions and instantly see how these changes impact various aspects of the model, including revenue, profit margins, sales, pricing, operating expenses, fixed assets, equity investments, debt, and valuation. This enables users, whether they are investors or bankers, to conduct extensive testing, sensitivity analysis, or break-even analysis in real-time. My recent projects encompass a wide range of financial activities: Certified Business Valuations for purposes such as business sales, acquisitions, capital raising, and financial reporting. Deal Structuring involving buyouts, acquisitions, mergers, divestitures, company sales, and financing using both equity and debt. Deal Negotiations for business sales, acquisitions, and financing transactions. Financial due diligence for acquisition deals. Creating Financial Models and Operational Models, particularly for investments using methods like Discounted Cash Flow (DCF) and Multiples valuation. This includes acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing, and portfolio analysis. Developing Business Plans, Investor Presentations, Private Placement Memorandums (PPMs), Investor Memorandums, and Prospectuses. Crafting business and financial plans tailored for private equity investment firms. Conducting business valuations for various industries, including publishing and pre-IPO companies. Creating financial models for startup companies and performing financial due diligence in the Food & Beverage sector. Industry experience includes: Healthcare Services Medical Devices, Products and Equipment Pharmaceuticals Financial Services Food & Beverages Consumer packaged goods Financial services Automotive Agribusiness Micro finance Tech/FinTech I can assist you with tasks ranging from revenue modeling and business plan development to cash flow management and Excel spreadsheet optimization. My availability varies depending on project scope and duration, so feel free to reach out with any inquiries or for a casual chat about how I can support your needs. I'm proficient in English and eager to connect with you. Looking forward to the opportunity! ThanksChartered Financial Analyst (CFA)Due DiligencePitch DeckPrivate EquityInvestment BankingChartered Financial AnalystSaaSData AnalysisData VisualizationFinancial ProjectionFinancial AnalysisFinancial ModelingBusiness ValuationBusiness PlanBudget ManagementMicrosoft Excel
- $25 hourlyI am currently working at National Bank of Pakistan, with a vast experience of 13 Years at a position of Vice President. I have 12 year of experience of handling credit appraisal and approval. I have worked on Corporate, Commercial, Consumer, Small and medium enterprise loans in my career. Preparation of credit appraisal form, Risk evaluation and borrower due diligence in view of applicable regulations and policies is my forte. I have strong credit structuring and decision making skills. As far as my education is concerned I am CFA Level 3 Candidate, done MBA Finance with honor of cum loan and other Banking certificaion. I am new on upwork and glad to apply for a Job here that I know best i.e. lending. Looking Forward to here from you You may contact me on given email address.Chartered Financial Analyst (CFA)Internal AuditingFinancial ManagementCommercial LendingCorporate FinanceFinancial Prospectus WritingPortfolio ManagementChartered Financial AnalystCredit ScoringFinancial ModelingFinancial AnalysisFinancial ForecastingBusiness CasesAccountingBudget Plan
- $7 hourlyI am a Chartered Certified Accountant – ACCA (UK), CIA (Certified Internal Auditor), Certified Internal Control Auditor – CICA (USA) 20+ Years of Experience. Assisting you in financial, tax, audit, corporate planning, and risk advisory. Scope of work in the below-mentioned projects shall be as follows: 1. Financial record management 2. Financial Statements 3. Financial Reporting 4. Corporate Filing 5. Tax Filing i.e. Income Tax & Sales Tax 6. Individual and Company related taxation advisory and planning 7. Audit of Financial Statements 8. Corporate Compliance; 9. Accounts; 10. Taxation; 11. External Audits; 12. Marketing; 13. Plant establishment; 14. Supply Chain Management; 15. Regulatory Audits and Compliance; 16. Certified and trained in cGMP, USP, WHO, and ISO standards: Why trust me? Less than 1 Hours Response Time 100% Customer Satisfaction I guarantee on-time delivery Fully editable files Regards! Have a nice day!Chartered Financial Analyst (CFA)Financial ReportingChartered Financial AnalystGAAPSAPInternational TaxationCorporate FinanceAccounting AdvisoryAccount ManagementAccount ReconciliationACCA Software PriMusGeneral LedgerBalance SheetFinancial ConsultingFinance & AccountingFinancial Audit
- $10 hourlyI am a certified Chartered Accountant and a registered tax agent with HMRC UK and Revenue Ireland. I have 9+ years of professional experience for working with UK, Ireland, UAE, USA and EU companies. Currently I am working as a freelancer with more than 20 UK, Irish, USA and UAE companies and providing them full compliance of Accountancy, Taxation, VAT, R&D & Corporate Affairs. I am proficient in following financial, accounting & taxation matters: - Company accounts (UK, Ireland, UAE, USA and EU) - Corporation tax return (CT600) (CT-1) - VAT (registration, standard rate, flat rate scheme, EU sales list) - Self-assessment tax return (resident & non-resident, sole trader, partnership, rental property accounts) - Construction Industry Scheme (CIS reclaims, RCT) - Tax registration - Payroll (registration, filing and cessation) - Company Incorporation - Company strike off - Dividend planning - HMRC/ROS/CRO inquiry - Tax Planning & Advisory - Bookkeeping of all cloud base accounting software -Financial Modelling (business valuation, hedging, investment appraisal & business plan) - IOSS registration in Ireland and related filing - Pension Cases of UK and Ireland I am proficient in using following softwares. Xero, QuickBooks, SageOne, FreeAgent, ClearBooks, WaveApp, Malinko, VGM, BTC, VT Transactions, Tally, Payroll Manager, BrightPay, Accountancy Manager, Taxfiler, Receipt Bank, Hubdoc, A2X, Avalara etc Feel free to contact me to discuss your work in detail and i can provide you following services. - Bookkeeping - Payroll - VAT registration and return - Personal tax return - Year-end account + Corporation tax return - Dealing with HMRC/ROS/CRO inquiries - Phone & email support Feel free to contact 24/7 for a excellent consultation to discuss your project.Chartered Financial Analyst (CFA)Tax Planning & AdvisoryBalance SheetChartered Financial AnalystTax TheoryBusiness ConsultingLimited Liability CompanyAccounting SoftwareTax ReturnCPATax PreparationCost ManagementValue-Added TaxFinancial StatementBookkeepingCorporate Tax
- $10 hourlyI am an experienced Treasury Professional having 8+ years of professional experience. My professional expertise include: - Money Market - Fixed Income - Portfolio Management - Investment Analysis - Economic Research I am proficient in Microsoft Excel, Word & Powerpoint. Being a CFA Charter holder and MBA makes me well versed and experienced at solving Case Studies related to: - Finance - Marketing - Supply Chain - Business Management - Business & Corporate Law Looking forward to serving my clients in the best way possible manner.Chartered Financial Analyst (CFA)Investment ResearchFinancial AnalysisBusiness CasesEconomic AnalysisChartered Financial AnalystBusiness MathematicsTreasury ManagementBusiness ConsultingCash Flow AnalysisCase StudiesFinancial ManagementCorporate Finance
- $30 hourly"From budgeting to problem-solving, Excel is my secret weapon. Don't underestimate the power of a spreadsheets" Fighting financial crimes by the day, helping small businesses by night. As a CFA charter holder with a BSc in Finance & Investment and over three years of experience in the Securities & Exchange Commission of Pakistan, I possess a deep understanding of financial markets and investment principles. I excel in data analysis, financial modeling, and programming, and have experience in social media content writing and digital marketing campaigns. I am also a published researcher in the field of management ethics and stock performance. Let me use my expertise to help drive your business growth. I am flexible with working hours and committed to exceeding your expectations. 1. Excel based portfolio trackers 2. Excel based financial data modelling 3. "Pivot"ing businesses towards excellency (pun intended) New to this platform, show some love and support!Chartered Financial Analyst (CFA)Chartered Financial AnalystIBM SPSSMicrosoft VisioMicrosoft AccessFinancial ReportFinancial ModelingMicrosoft OfficeMicrosoft OutlookFinancial StatementFinancial AnalysisData AnalysisMicrosoft ExcelSQL
- $20 hourly★ Looker Studio / Google Data Studio ★ Google Sheets Developer ★ Dashboard ★ Microsoft Excel ★ Visualized Reports ★ Analyzed Reports ★ Data Analysis Hi! I'm thrilled to offer my expertise as a seasoned Visualization Expert with proficiency in Looker Studio, Google Sheets, and Excel. With a strong passion for transforming raw data into actionable insights, I specialize in creating visually compelling dashboards and reports that empower businesses to make informed decisions. The following are some of my key services. ✅ (Google Looker Studio/ Google data Studio) Dashboard ✅ Automatic Live Dashboards ✅ Business analysis ✅ Google sheets Automation ✅ Financial data management and analysis ✅ Ms Excel Dashboards ✅ Data Analysis ✅ Google Analytics reports by Google Analytics Add-on I'm a well-disposed, proficient, serious, and sure consultant. I am able to work independently with high accuracy. I'm always looking for new experiences. I anticipate working with you.Chartered Financial Analyst (CFA)Data Analytics & Visualization SoftwareChartered Financial AnalystGoogle Sheets AutomationData AnalysisData AnalyticsBusiness AnalysisGoogle Analytics ReportData VisualizationVisualizationLookerStudioLooker StudioMicrosoft ExcelGoogle Sheets
- $5 hourlyHi, I’m Maaz, a dedicated Transaction Monitoring Analyst with 4 years of experience in safeguarding financial institutions against risk and ensuring regulatory compliance. My expertise lies in meticulously scrutinizing financial transactions to detect and prevent fraudulent activities. Why Choose Me: • Proven Track Record: I have successfully identified and mitigated compliance risks by implementing advanced transaction monitoring strategies, reducing false positives by 100%. • Regulatory Compliance: I keep abreast of the latest AML (Anti-Money Laundering) and KYC (Know Your Customer) regulations to ensure your organization remains in compliance. • Data-Driven: I leverage cutting-edge tools and data analysis techniques to uncover suspicious patterns and potential threats swiftly and accurately. • Effective Communication: I am skilled in translating complex findings into actionable insights, facilitating collaboration with cross-functional teams and regulatory authorities. • Mentoring: I have a passion for knowledge sharing and have trained and mentored junior analysts to enhance team capabilities. Let’s Collaborate: If you’re seeking a diligent professional who can fortify your organization’s compliance efforts, let’s connect. Together, we can ensure the integrity and security of your financial operations.Chartered Financial Analyst (CFA)Financial Analysis & ValuationChartered Financial AnalystCustomer RetentionCustomer EngagementCustomer AnalysisData BackupData EntryData AnalysisEmail MarketingMicrosoft OfficeLive Chat SoftwareEmail SupportCustomer ExperienceCustomer Information Control SystemFinancial Analysis
- $50 hourlyI'm a Website developer Copy writer I do analysis of articles and write them as well I'm an expert in problem solving and copy writing skills TranslaterChartered Financial Analyst (CFA)Problem SolvingChartered Financial AnalystArticle WritingCopy.aiWeb AnalyticsCopywritingPhotographicPhotographPhotographyContent WritingContent Distribution & Promotion
- $30 hourlyHey, my name is Ahsan and I am a practicing Corporate and Financial Lawyer with an experience of over 3 years. While pursing a major in law, I also pursued a minor in business studies and after having graduated, I passed CFA Level I and CFA Level II. Therefore, I believe that the scope of my services will be diverse ranging from all kinds of laws, accounting, finance, business, international relations etc. I look forward to creating professional relationships with the clients on this platform by fulfilling their requirements within the given timeline.Chartered Financial Analyst (CFA)Chartered Financial AnalystMarketingBusiness AnalysisEnvironmental LawInternational LawFamily LawCriminal LawSEO Keyword ResearchDerivatives TradingManagerial FinanceFinancial AccountingProperty LawIntellectual Property LawEmployment LawContract Law
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