As an experienced Personal Finance Consultant and Business Reporting Specialist, I am passionate about empowering individuals and businesses to make informed financial decisions that maximize their financial potential. With a diverse background in procurement, project cost accounting, system implementation, and budgeting, I possess a unique set of skills that sets me apart in the world of personal finance management and business reporting.
Having held pivotal roles as a Procurement Manager, Project Cost Accountant, and Personal Finance Manager, I have honed my expertise in financial analysis, cost reduction, and strategic planning. My hands-on experience in various system implementations and budgeting projects has also given me a strong foundation in leveraging technology to optimize financial management processes.
My services are tailored to provide personalized financial solutions to help individuals and families achieve their financial goals, build wealth, and secure a stable financial future. I specialize in budgeting, debt management, saving strategies, retirement planning, and financial education to ensure my clients understand their finances comprehensively.
I offer expert guidance in financial reporting and budgeting for businesses to improve transparency, efficiency, and decision-making processes. My meticulous attention to detail and strong analytical skills allow me to deliver accurate and actionable financial insights that drive growth and profitability.
When you work with me, you can expect clear communication, dedication to your financial success, and a customized approach considering your unique needs and aspirations. Let me help you unlock your financial potential and transform your personal and business finances for lasting success.
Financial Planning
Budget Management
Personal Finance & Wealth Management
Cost Accounting
Excel Macros
Financial Reporting
Personal Budgeting
Bookkeeping
Project Management
Spreadsheet Automation
Microsoft Excel
System Installation & Upgrades
Financial Presentation
Financial Consulting
Financial Analysis
Thomas F.
Somerset, Kentucky
$20/hr
5.0
2 jobs
Title
Results-Driven Social Media Advertiser | Insurance & Financial Services Specialist
Overview
Do you need your insurance or financial brand to stand out, generate quality leads, and engage clients with trust-building stories? With deep experience in managing Facebook pages and creating proven content strategies for the insurance sector, I offer a hands-on approach to digital marketing that converts—fast.
Managed social media channels for insurance brokerages, mixing educational content on Medicare, annuities, and finance with compelling real-life stories to grow engagement and leads.
Skilled in developing custom campaigns and ad creatives using industry-standard tools (Canva, Facebook Ads Manager) plus trend-focused blog and social post scheduling for ongoing relevance.
Flat-fee and tiered pricing expertise: Clear, fair fees with transparency and value at every budget level—ideal for agencies and small businesses seeking trust and ROI.
Experience with compliance-conscious content and brand development for highly regulated fields.
What can I do for you?
Design and manage ad campaigns on Facebook, Instagram, and LinkedIn.
Craft and schedule posts that inform, educate, and convert leads.
Develop branded content strategies focused on credibility and compliance (Medicare, life insurance, financial planning).
Analyze campaign results, optimize for growth, and provide clear performance reporting.
Let’s collaborate! Open to long-term partnerships or project-based work—just send a message and let’s make your brand the industry leader in trust and engagement.
Skills & Tools
Facebook, Instagram, LinkedIn Ad Campaigns
Content Calendar Planning & Trend Analysis
Graphic Design (Canva, Adobe Suite)
Copywriting & Storytelling for Insurance/Finance
Social Media Analytics & Reporting
Budget-Tiered Pricing Models
Compliance & Industry Standards
Work Experience
Facebook Page Manager | Insurance Brokerage
Grew engagement through a targeted content mix of insurance education, Medicare updates, financial tips, and relatable stories.
Implemented and managed paid ad campaigns, increasing qualified leads.
Freelance Digital Marketer
Developed rate structures that balance predictable fees with scalable management for campaigns of any size.
Consulted on content, branding, and ongoing digital strategy for insurance and finance professionals.
Let’s Work Together!
Contact me today to discuss your goals and receive a free initial strategy outline tailored for your business’s unique needs and budget.
Sales
Customer Service
Marketing
Microsoft Office
Presentation Design
Joshua O.
Bowling Green, Kentucky
$50/hr
5.0
4 jobs
Hello there, i'm here to help you see through your business numbers and financials.
Just consider me your startup CFO.
I work as business and finance analyst for startups and up-scaling businesses.
I help you perform market and industry wide research analysis for new product launch.
I walk you through crafting business model based on analysis and projections.
Help prepare reports, financial model/forecasts, Investors' pitch-decks, and fund raising.
Business Analysis
Financial Analysis
Market Analysis
Management Consulting
Financial Modeling
Financial Presentation
Presentation Design
Microsoft PowerPoint
Fundraising
Venture Capital Consulting
Business Valuation
Taylor K.
Lexington, Kentucky
$80/hr
5.0
7 jobs
I am a project professional with over 10 years of experience in planning projects from start to finish including budgeting and procuring contracts. I am also a self-proclaimed "Smartsheet engineer" who is Smartsheet Product certified. I have over 8 years of building automated systems for IT, Sales and Operations, HR, Accounting, and Marketing teams.
I can build very complex project plans and timelines with full resource allocation estimates.
I can build very complex Smartsheet work apps to streamline and automate work processes between multiple departments. I excel at control center, dynamic view, data shuttle, and dashboard buildouts.
Although I use Smartsheet most of the time, I have intermediate experience using jira, airtable, CRM solutions and other platforms. My major was focused in Management Information Systems and I am an expert in understanding challenges and finding the most optimized solution to build in any system.
I am certified in PMP, CSM, SLDC, CRVPM II.
Smartsheet
Project Management Office
Contract Management
Project Accounting
Procurement
Workforce Management
Airtable
Jira
Mary Ann S.
Louisville, Kentucky
$40/hr
5.0
33 jobs
I am an expert writer, editor, and proofreader with experience in a wide variety of freelance projects. My outstanding work ethic, responsiveness and communication skills, attention to detail, and love of all things grammar and punctuation make me a five-star favorite among clients. I am comfortable with the CMOS and SEO practices and can easily adapt to other style guides or individual project needs. Additionally, I bring over 20 years of experience as an English teacher and school administrator. I have a B.A. in English, an M.Ed. in Secondary Education, and an M.A. in School Administration. As a writer, editor, and proofreader, I have consistently over-delivered for my clients, and I love new challenges!
Microsoft Word
Search Engine Optimization
Report Writing
Academic Writing
Content Writing
Time Management
English
Proofreading
Editing & Proofreading
Developmental Editing
DeShawn S.
Louisville, Kentucky
$60/hr
4.6
1 jobs
Book Coach & Grant Consultant | Clear Writing, Powerful Results ✍️📚
With over 6+ years in book publishing, 3+ years in grant writing, and leadership experience managing budgets upwards of $20 million 💼, I help authors and organizations bring their ideas to life. My services include:
Book Coaching 📖: “Done With You!” approach to help you write, structure, and publish your book with expert guidance.
Writing Coaching ✍️: Personalized coaching to help you write your book, proposals, or other projects with clarity and impact.
Grant Writing Consulting 💰: Strategic consulting to align your project with funders' needs or full proposal writing.
As a Bestselling Author of The Gift Activator 🏆, with a background in healthcare 🏥 and military service 🇺🇸, I bring a unique blend of expertise and discipline. Let’s turn your vision into a reality!
Digital Marketing Strategy
Content Creation
Publishing
Digital Marketing
Book Marketing
Life Coaching
Business Coaching
Sales Funnel Builder
Writing Critique
Book Writing
Landing Page Audit
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