Hire the best Financial Controllers

Check out Financial Controllers with the skills you need for your next job.
  • $105 hourly
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
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    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
    Financial Analysis
  • $235 hourly
    Hi! Upwork uses my first name, Royce, but I go by Aaron (my middle name). I am a quantitative /systematic trader that also helps others with all things related to running algorithmic trading systems. This includes tasks such as system modeling/backtesting, data collection/storing, signal processing based on technical indicators, portfolio and position risk management, etc. I am a skilled programmer that writes well documented and organized code that is easy to follow and build upon. I provide even more value with my trading knowledge and experience. I've contributed to hundreds of successful projects to date, and look forward to taking on many more. Some of my specialties includes using QuantConnect (where I am a recommended consultant), Interactive Brokers API integration, TradeStation, and TradingView. I've learned a lot about technical analysis going through the Chartered Market Technician (CMT) program where I've passed all three of the exams on my first try. I'm currently working on becoming a chartered member. My past and current clients include investment/financial advisors, portfolio managers, CTAs, and professional traders. I also work with individuals that are just getting started in trading. Check out the testimonal below to see what an active client who manages around 150M+ AUM had to say about working with me. If you are interested in learning how to write algorithms for QuantConnect, I've created a training course of 22 different algorithms that I explain in 27 videos, almost 17.5 hours of instruction. Message me if you are interested, and I can send you more information.
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    Trading Strategy
    Trading Automation
    Financial Trading
    Derivatives Trading
    Quantitative Finance
    Quantitative Analysis
    Project Risk Management
    Forex Trading
    Quantitative Research
    Algorithm Development
    Python
    Cryptocurrency
    Investment Research
    Financial Analysis
    Financial Modeling
  • $40 hourly
    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.
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    Company Valuation
    Cash Flow Analysis
    Google Sheets
    Intuit QuickBooks
    Google Analytics
    Financial Analysis
    Financial Accounting
    Financial Planning
    Financial Modeling
    Data Analysis
    Management Accounting
    Microsoft Excel
  • $25 hourly
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
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    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • $500 hourly
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
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    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • $150 hourly
    Former TradeStation EasyLanguage Engineer who answered 17,000+ TradeStation EasyLanguage Forum questions for Traders and Developers. Developed thousands of strategies/indicators and the most advanced products available which enhance automated trading. Degreed Electrical Engineer with a MBA. I am thoroughly versed in TradeStation nuances and I build on a strong foundation of listening to the customer, bringing clarity to the issues, and finding solutions to the problems. I ask the questions that help you rigorously define your project and decide if it is possible, affordable, and ultimately, desirable. There are many paths that can be taken when writing code. How the code is written can impact how efficiently your strategy trades. Having been exposed to so many other trader's and developer's code and to finding solutions for their issues, I bring a broad perspective to coding and a deep understanding of just how to effectively and quickly code in TradeStation EasyLanguage while avoiding non-obvious pitfalls.
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    TradeStation
    EasyLanguage
    Object-Oriented Design
    Statistical Analysis
    Six Sigma
    Financial Analysis
  • $260 hourly
    15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating offering memorandum (OM) and pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.
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    Financial Analysis & Valuation
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Analysis
    Market Research
    Feasibility Study
    Pitch Deck
    Presentation Design
    Data Visualization
    Financial Presentation
    Real Estate Business Plan
    Real Estate Appraisal
    Real Estate
    Real Estate Financial Modeling
  • $45 hourly
    🤝 I help you create and improve your thoughts in expert advisors (EAs, bots), indicators and scripts for automating your strategies, for more convenient trading, and for testing your trading strategies. Developing for the MetaTrader 4, MetaTrader 5 using MQL4, MQL5. Developing automated trading systems, custom technical indicators, and trading scripts for trading and analyzing Forex, and various financial markets. This saves you time and allows you to make your trade more profitable. Using my experience in trading and programming (since 2014), I help other traders implement and test their trading ideas. Also, I have experience trading Forex since 2011, which allows me to better understand the needs of traders and provide a better service. Customer services I offer: - MQL4 & MQL5 Programming; - source code providing; - clean coding (self-explanatory); - reliable programming; - quick turnaround; - long support; - if required, I will sign NDA. Thanks to my knowledge and experience, as well as the fact that I like doing what I do – you can entrust me with your projects and I will always complete your project perfectly and on time! If you have any questions – help and support your product in the future. Together we will make your trade profitable. I work and help people who are just starting trading, beginners and professional traders, investment advisors, and portfolio managers. 🤝 I am always glad to have long-term partnerships.
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    MetaTrader
    Financial Analysis
    Automation
    MetaTrader 5
    Financial Modeling
    Systems Development
    MQL 4
    MetaTrader 4
    MQL 5
    Forex Trading
  • $150 hourly
    Howdy! I am a seasoned commercial real estate advisor specializing in contract creation/negotiation and investment analysis that also loves helping businesses grow and develop new strategies from a high-level technical standpoint, whether it's product development or financial strategy. I'm looking forward to hearing what your goals are and assisting you in your project. —$1B+ in real estate asset underwriting and due diligence —Real estate tech co founder x2 (data science and valuation) —10 years in real estate development, management, legal & financial advisory —7 years web product development and deployment —4 years blockchain governance and innovation
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    Real Estate Appraisal
    Contract Drafting
    Real Estate Law
    Contract Law
    Financial Analysis
    Commercial Lease
    Financial Projection
    Real Estate Financial Modeling
    Blockchain
    Startup Consulting
    Financial Modeling
    Cardano
    Real Estate Investment Assistance
    Legal Agreement
    Real Estate
  • $20 hourly
    *Certified Public Accountant, Expert in Accounting Systems such as BizBox, QuickBooks, PeachTree, and Excel Accounting Workbooks *Inventory Management Expert *Business Start-Up Consultant *Accounting and Internal Controls Process Flow Consultant *Financial and Business Analysis Expert *Powerpoint Business Presentation Expert As a Certified Public Accountant, I provide tax computation and advisory. I can also offer all around accounting, bookkeeping, systems designs, internal control set up, audit, streamlining of processing and financial analysis. As Inventory Management Expert, I can design inventory process flow customized to your business needs. I can design forms, templates and inventory reports that will optimized inventory efficiency and minimize inventory holding cost. With the innate nature of the loving challenge, I welcome start-up businesses and troubleshooting tasks that will put my more than 15 years of work experience to good use.
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    QuickBooks Online
    Inventory Management
    Financial Analysis
    Cost Accounting
    Financial Accounting
    Business Management
    Corporate Tax
    Business Analysis
    Bookkeeping
    Business Modeling
  • $160 hourly
    My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
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    VLOOKUP
    Financial Analysis
    CPA
    Bookkeeping
    Data Analysis
    Microsoft PowerPoint
    Tableau
    Microsoft Excel
    Data Visualization
    Google Sheets
    Intuit QuickBooks
  • $75 hourly
    As a licensed CPA actively working in public accounting, I have a wide variety of exposure to different accounting topics. With years of QuickBooks experience and expertise drafting GAAP-compliant financial statements, I'm your go-to CPA for all things business, accounting, and tax. Not sure on the extent of service you need? Reach out today to chat. Let's get to business!
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    Bookkeeping
    Accounting Basics
    CPA
    Data Entry
    Financial Analysis
    Intuit QuickBooks
    Financial Accounting
    Income Statement
    Payroll Accounting
    Microsoft Excel
    Balance Sheet
    Bank Reconciliation
    Account Reconciliation
  • $175 hourly
    I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.
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    Tax Strategy
    Xero
    Intuit QuickBooks
    Financial Analysis
    Income Statement
    GAAP
    Bookkeeping
    Tax Return
    Tax Planning & Advisory
  • $12 hourly
    𝑼𝒑𝒘𝒐𝒓𝒌 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔: 🏆 𝑻𝒐𝒑 𝑹𝒂𝒕𝒆𝒅 𝑷𝒍𝒖𝒔 𝑭𝒓𝒆𝒆𝒍𝒂𝒏𝒄𝒆𝒓 (𝑨𝒎𝒐𝒏𝒈 𝑻𝒐𝒑 𝟓% 𝒐𝒏 𝑼𝒑𝒘𝒐𝒓𝒌) 🏆 𝑻𝒆𝒓𝒓𝒊𝒇𝒊𝒄 𝑼𝒑𝒘𝒐𝒓𝒌 𝑯𝒊𝒔𝒕𝒐𝒓𝒚 𝒘𝒊𝒕𝒉 𝟓𝟑𝟎𝟎𝟎 + 𝑯𝒐𝒖𝒓𝒔 & 𝑪𝒐𝒖𝒏𝒕𝒊𝒏𝒈 🏆 𝟓𝟎𝟎+ 𝑪𝒐𝒎𝒑𝒍𝒆𝒕𝒆𝒅 𝑷𝒓𝒐𝒋𝒆𝒄𝒕𝒔 𝒐𝒏 𝑼𝒑𝒘𝒐𝒓𝒌 𝒂𝒏𝒅 𝑪𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑰 𝒉𝒂𝒗𝒆 3 𝑨𝒈𝒈𝒓𝒆𝒔𝒔𝒊𝒗𝒆 𝒎𝒆𝒕𝒉𝒐𝒅 1. 3𝑩 𝑺𝑾𝑬𝑬𝑷 𝒘𝒊𝒕𝒉 𝑭𝑻𝑪 𝒎𝒆𝒕𝒉𝒐𝒅 (𝒓𝒆𝒔𝒖𝒍𝒕𝒔 𝒊𝒏 10 𝒅𝒂𝒚𝒔) 120$ 2. 𝑭𝑻𝑪 𝒘𝒊𝒕𝒉 𝒄𝒇𝒑𝒃 & BBB 𝒎𝒆𝒕𝒉𝒐𝒅 ( 𝒓𝒆𝒔𝒖𝒍𝒕𝒔 𝒊𝒏 25 𝒅𝒂𝒚𝒔) 100$ 3. 𝑭𝒂𝒄𝒕𝒖𝒂𝒍 𝒘𝒊𝒕𝒉 𝒄𝒇𝒑𝒃 ( 𝒓𝒆𝒔𝒖𝒍𝒕𝒔 𝒂𝒇𝒕𝒆𝒓 1 𝒎𝒐𝒏𝒕𝒉) 60$ I am a professional Letter Specialist. For the last 10 years, I have worked with the Different Company of the USA. I can do work Manually and on software. I can analyze all types of reports some are Experian.com, Equifax.com, Transunion.com, Identityiq.com, privacyguard.com, creditkarma.com, smartcredit.com etc. The services I provided to the company: 1. EX, EQ, TU Letter Making with new custom statement for every client. Making New template and adding them by coding into CRC. 2. Using Effective Template and Item selection to get them deleted fast and boost the score 3. Mailing letters and documents through Letter Stream & Hello Fax 4. Complain form filling and submitting on Federal Trade Commission 5. CFPB & LEXIS-NEXIS complain form filling and submitting 6. Database Update and weekly working progress report generate 7. Emailing client and give customer support 8. Team Management 9. Giving partially customer support via phone and full support via email / social media I have completed my Master in Computer Sciences. I have also expertise in using MS Office, Google Suite, Dropbox, Pipedrive, Fax software, Hootsuite, Trello, & Sl@ck. I hope I have the experience and skills to do your job successfully.
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    Boost
    Classifieds Posting
    Administrative Support
    Financial Analysis
    Data Analysis
    Microsoft Excel PowerPivot
    File Maintenance
    Credit Scoring
    Ad Posting
    Data Entry
    Microsoft Excel
    Microsoft Word
  • $135 hourly
    I am a former Finance Manager (14 Years) who has created P&L Models for Fortune 500 and start-up companies, forecasted sales for GSK Consumer more accurately than the Walmart dedicated sales team, and analyzed cost variances on over $300M in annual purchases. I've created forecast models for one of the world's largest nonprofits to help make informed decisions. I am also an Excel Macro Guru (VBA & TypeScript) (20+ years). I love data analysis I have a passion for making things "just work" whether it is beautiful executive dashboards or automating time-consuming/error-prone processes. - A business and finance manager/analyst that can program - hard to find someone who does both sides exceptionally. I build Executive Dashboards so CEOs can quickly understand and can automate the entire data stream. - Expert in automating QuickBooks output to Excel Pivot Tables and Dashboards - Dashboards, Scorecards, and Executive Summaries - Automation: Using VBA macros, Power Query, Pivot Tables, and advanced lookups/formulas - Simplifying Advanced calculations and Pivot Tables. - Nielsen reporting and analysis (GPG/OTC/Consumer Healthcare/Seafood/Meat/Snacks & More) - Financial Reporting/analysis. - Processing, manipulating, and analyzing large sets of data. - Breaking/Removing passwords on sheets - Any password, Any version of Excel. - Formatting: Making things look good while guiding the user to the important data points. - Optimizing files for size and speed - Taking files from 5 Minutes to under 1 second calc time. - Using the simplest solution possible - make it faster, easier to understand, and easier to modify if needed. - Almost anything else: If you can dream it, I can do it. Recently quoted in Forbes Magazine in an article on Akkio’s Conversational AI. Excel Certifications (LinkedIn) · Cert Prep: Excel Microsoft Office Expert (77-728) · Cert Prep: Excel Microsoft Office Specialist (77-727) · Master Excel · Excel Power Query Get Transform · Excel: Advanced Formulas and Functions · Excel: Advanced Formatting Techniques · Excel: Managing and Analyzing Data · Excel: Pivot Tables in Depth · Creating Interactive Dashboards in Excel · Excel Business Intelligence: Power Query · Excel Business Intelligence: Data Modeling 101 · Excel Business Intelligence: Power Pivot and DAX Past projects include: Automation: I have programmed Access and Excel applications and automated many processes: - Pulling Nielsen NITRO data through Excel can take a long time; open files, refresh data, save, close, repeat. I wrote a VBA macro for running entire directories - push 1 button, and you can literally walk away - dozens (or even hundreds) of reports update to the latest data with no intervention. - I wrote a UPC utility in VBA for adding/stripping UPC digits that is in use over a decade later at a $37B drug company - One morning, I was given the task of comparing 12 sets of sheets from 2 separate sources, the person who used to do it took 3 days spot-checking the files, by hand. Before lunch, I had written, tested, and debugged VBA code that compares any 2 Excel sheets and had compared every single cell, on all 12 sets, for any differences - color-coded by how large the variance. Models/Analysis: I have created dozens of financial models in Excel, examples include: - The full P&L forecasting model that has been used by Star-Kist since 2008 ($900M+ in sales) - 152 Sheets, 3.7M formulas, Calculates in 15 seconds - Building from bottom-up and allocating OH costs down to the SKU and Channel for every P&L line item. - Fish cost forecasting model that takes projected fish costs and forecasts amortization down to finished goods SKU level by month. - Build/Burn analysis model that takes all products shipped vs Nielsen and retailer POS to project inventory movement by customer. - Weekly retail (POS) consumption application and analytical tools that consolidated Nielsen Data, Walmart (when Walmart was not reporting into Nielsen) Club, C-Store, Dollar store, etc, and gave a 98%+ complete view of all consumption. Formatting Charts and Data: I have created scorecards and dashboards that not only look nice but convey important information in the most understandable way. For example, New Item Scorecards that are color-coordinated with the products - Blue Themed for Wild Planet Tuna, Green/Black themed for Wild Selections Tuna, so users can quickly find the correct report in a stack of dozens of reports and each chart in the report is displayed in the best format for that data. Optimizing: I also optimize Excel files for speed and size and have taken files in the 5MB range and reduced to 0.5MB range with no loss of data or functionality, and have optimized files that take over 5 minutes to calculate and reduced that to under 1 second with no loss of data or functionality. I use proprietary software to test calculation speeds (formulas and VBA) to make sure your workbooks run as fast as possible.
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    Data Visualization
    Data Engineering
    Data Extraction
    Data Analytics
    Spreadsheet Automation
    Visual Basic for Applications
    Macro Programming
    Microsoft Excel
    Data Mining
    Data Processing
    Business Consulting
    Financial Modeling
    Financial Reporting
    Financial Analysis
    Business Analysis
  • $25 hourly
    🥇 Senior Data Analyst and Engineer with more than 6 years of experience 🤵 Expertise on complex data treatment and pixel-perfect reports development 🛠️Data Visualization Tools: Power BI, Tableau, Looker Studio 💻 Database Management: SQL, MySQL, Mongo DB, SSMS 💻 SQL expert: scripting, views creation, stored procedures, etc. 🛠️ Cloud Service Environments: Google BigQuery, Azure, Snowflake, AWS I am able to recognize and understand business needs in order to recommend optimal solutions through automation, data quality and efficiency. Therefore, I am an expert in the following technologies and skills: ☑ Power BI Reports (Development & Maintenance) ● Getting Data from any source: SQL, NoSQL, CRM, ERP, API, Excel/CSV files, and other platforms. ● Using PowerQuery, Dataflows, centralized Datasets and Python scripting for cleaning and transformation. ● DAX Measures to be represented in different visuals. ● Dynamicity in reports: Filtering, slicing, and other complex functionalities. ☑ Power BI Admin Portal Management ●Dimensioning and analysis of Licenses (Pro, Premium per User, Premium per Capacity), ● Embedded License analysis and dimensioning. ● User and Workspace management: roles, permissions, etc. ● Email subscription, alerts when thresholds have been surpassed. ● Power BI API : automation of complex tasks and analysis of performance (identify datasets that take longer to update, add users automatically to any workspace, etc). ☑ Tableau Reports (Development & Maintenance) ● Connecting to Diverse Data Sources: Proficient in connecting Tableau to various sources (SQL, NoSQL, CRM, ERP, APIs, Excel/CSV) for data extraction. ● Data Prep: Using Tableau tools to clean, transform, and structure data effectively for reporting. ● Advanced Analysis: Creating complex calculations and measures for detailed data analysis (table calculations, and level of detail (LOD) expressions). ● Interactive Dashboards: Developing engaging dashboards with filters, controls, and dynamic features (filter options, parameter controls). ● Storytelling: Craft compelling data-driven stories using Tableau to communicate insights effectively to stakeholders. ☑ Tableau Server Administration ● Server Deployment: Skilled in deploying Tableau Server on-premises or in the cloud, ensuring scalability and high availability. ● User Management: Managing user accounts, groups, and permissions to secure Tableau resource access. ● Performance Enhancement: Monitoring server performance, identifying and optimizing for faster loading. ● Scheduled Refresh: Configure and schedule data source refreshes to keep dashboards up to date. ● Troubleshooting: Efficiently diagnosing and resolving Tableau Server issues to minimize downtime. ☑ Looker Reports (Development & Maintenance) ● Data Modeling: Design and implement data models within Looker, creating a semantic layer for easy and consistent data exploration. ● LookML Development: Proficient in LookML to create reusable data definitions, explore data, and build custom dashboards. ● Custom Visualizations: Design and build custom visualizations using Looker's advanced charting capabilities. ● Embedding Looker: Integrate Looker into web applications or portals for seamless data access and visualization. ● Data-Driven Insights: Utilize Looker's exploration features to uncover valuable insights from data and share them through reports and dashboards. ☑ Looker Instance Administration ● Instance Setup: Configure and set up Looker instances, ensuring optimal performance and security. User Access Control: Manage user access, roles, and permissions within Looker to maintain data security and privacy. ● API Integration: Leverage Looker's API for automation, data extraction, and integration with other tools and platforms. ● Maintenance and Support: Perform routine maintenance tasks, handle upgrades, and provide ongoing support to ensure the smooth operation of Looker instances. Please feel free to contact me for an estimate of your project or any other inquiries. Thank you for your time!
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Financial Analysis
    Financial Modeling
    Data Analytics
    Google Sheets
    Business Intelligence
    Data Visualization
    Data Analytics & Visualization Software
    Big Data
    BigQuery
    Python
    SQL
    Looker Studio
    Tableau
    Microsoft Power BI
  • $100 hourly
    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 _________" "I wish I had a better understanding of my cash outlook" "I wish I had a better BI dashboard to share with my team" "I wish this Excel model made me cry less" As a consultant I know the importance of being highly dedicated to client satisfaction, as you can see from my currently perfect 5.0 star review average and 100% Job Success Rate!
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Microsoft PowerPoint
    Accounting Principles & Practices
    Microsoft Power BI Development
    Financial Modeling
    Data Analysis
    Relational Database
    Microsoft Power BI Data Visualization
    Data Visualization
    R
    Microsoft Excel
    Google Sheets
    Microsoft Power BI
    Financial Analysis
    Looker Studio
  • $20 hourly
    🌟 Ready to bid farewell to financial chaos and embrace clarity? Say hello to your accounting superhero—that's me! With 14 years of financial wizardry under my belt, I bring a wealth of experience tailored to your needs. I spent 9 years as a senior accountant in the banking sector, honing my skills to perfection. For the past 5 years, I've seamlessly transitioned into remote bookkeeping, mastering the art of blending traditional expertise with cutting-edge solutions. As a Certified QuickBooks ProAdvisoR, I don't just balance books; I orchestrate financial symphonies. Here's what I bring to the table: 🔍 Accounting & Bookkeeping: Say goodbye to chaos, hello to clarity! 📊 Financial Statement Reporting: Transforming numbers into insights, one report at a time. 🚀 QuickBooks Set-up & Support: Master the financial universe with ease. 💼 Unlimited Consultations: Your financial confidante, just a call away. 🔧 Book Clean up/Tune-Up: From messy to marvelous – your books, my mission. 💰 Stress-Free Payroll: Timely, accurate, and hassle-free – because your team deserves the best. 🛠️ Software Troubleshooting: Tech hiccups, meet their match. 🔍 Audits: Transparency is our middle name. Let's turn your bookkeeping headaches into financial zen together! Your success story starts with organized books – let's craft it together! Ready to elevate your business? Let's chat!
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Accounting Report
    Payroll Accounting
    Financial Reporting
    Financial Analysis
    Financial Statement
    QuickBooks Online
    Bookkeeping
    Accounting Basics
    Accounting Software
    Balance Sheet
    Microsoft Excel
    Accounts Payable
    Bank Reconciliation
    Accounts Receivable
    Account Reconciliation
  • $95 hourly
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales, with over 58,000 units during a 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications, including construction loans, tax-exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
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    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
    Financial Analysis
  • $20 hourly
    I Know YOU are Looking 🔍 For a Content Writer! I was a content writer before ChatGPT came. I have a degree in Marketing 🎓 and 5 years of experience in the industry 💼, and I helped many businesses sell their products with my compelling copy. I have worked with: E-commerce Businesses 🛍️ Media and News Publishing Companies 📰 Brokerage Firms 💹 And helped them create: Sales Copy 📈 Marketing Copy 📣 Social Media Content 📱 Email Marketing Strategy Landing Pages Articles and Blogs ✍️ Products Descriptions🏷️ YouTube Scripts 🎬 Financial Content 💲 If you are looking for a Rockstar SEO Content Writer, Well, you are at the right place 🌟. Why Me? Crafting Words ✍️ that Connect: Elevate your brand's voice with my expert Content Writer services 📝. Your Message, Amplified 🗣️: I blend creativity and strategy to turn your ideas into compelling stories 🌐. Words That Work Wonders: Let me help you engage, persuade, and convert your audience with impactful copy 🎯. From Concepts to Conversions: My copywriting skills turn your business goals into persuasive narratives 🌟. Elevating Brands, One Word at a Time: Partner with me for a copy that resonates and delivers results 🔝. And Most Importantly! I am super cool to work with 😎 and don't mind reviewing a draft if it doesn't click you in the first look. If you reached this far 👀 , I am sure you don't wanna risk it to go somewhere else. Let's Connect 🤝 and Take your Content Marketing game to NEXT LEVEL! 🚀
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Technical Analysis
    Forex Trading
    Article Writing
    Blog Content
    AI Content Editing
    AI Content Writing
    Content Rewriting
    Content Editing
    Surfer SEO
    On-Page SEO
    SEO Keyword Research
    SEO Writing
    Content Writing
    Financial Analysis & Valuation
    Financial Writing
  • $35 hourly
    About Me Hi, I am a Business Graduate specialized in Accounting and finance with more than 8 years of professional experience including 5 years of U.A.E experience with Multinational companies. Work Ethics: I am honest, reliable, and believe in attention to details, I understand the client's data confidentiality so I am open to signing an NDA if it is required by the client. Experience Highlights: I have excellent skills in Handling accounts by using different Accounting Softwares like -QuickBooks Online, -QuickBooks Desktop Version -Zoho Books, -Xero, -Wave Accounting, -Tally ERP 9.0, -ERP Next Accounting & Bookkeeping includes the following: Chart of Accounts Set up. Account Receivables / Account Payables Management Sales / Purchase Invoicing Bank Reconciliations Journal Entries Month / Year-End Closing Financial Statements 30 minutes Free Consultation to understand the client's requirement before the start of the project. Please contact me through the Upwork messenger to set up an appointment.
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Financial Analysis
    Zoho CRM
    Xero
    Wave Accounting
    Intuit QuickBooks
    Bookkeeping
    Accounting
    Accounting Software
    Accounting Basics
    Account Reconciliation
    Bank Reconciliation
    Zoho Books
    Financial Report
  • $28 hourly
    I have more than 14 years of experience in finance, accounting, and market analysis fields. Usually, these activities were combined with manager assistant’s duties. As a result, I have the following skills: In accounting (accounting records according to IFRS and tax accounting standards); In finance: - Financial planning (development of financial models for projects; budgeting for companies); - Management accounting (implementation and monthly reports). - Financial analysis (NPV, Payback period; Profitability ratios; Break-even point, IRR, Discounted Payback period calculation). As administrative assistant: - Documents processing (drafts of agreements preparations, writing procedures, data entry); - Preparation of presentations in PowerPoint/ Keynote); - Email Communication; - Payments control; - Social media management ( Facebook, YouTube, Instagram); - Content management. Work with WordPress and Tilda sites. As an investment and marketing analyst: - Market analysis ( market size; competitors; partners determination; other marketing researches); - Project analysis (reachability of financial indicators, market share, etc.) If my knowledge and skills are useful for you I will be happy to help you.
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Business Plan
    Financial Analysis
    Financial Modeling
    Financial Reporting
    Forecasting
    Management Accounting
    Project Analysis
    Cash Flow Analysis
    Microsoft Excel
  • $80 hourly
    I am experienced in all areas of finance with great analytical skills. I am a certified tax consultant in Germany.
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Financial Analysis
    Tax Law
    Accounting Basics
    Tax Planning & Advisory
    Financial Reporting
    Bookkeeping
    Financial Accounting
    Tax Return
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
  • $90 hourly
    I'm an engineer who's been working with spreadsheets for over 40 years, creating a wide variety of Excel files, both for engineering work, and also for other projects (such as tax records, business data processing, payroll records, quotations / estimates, stock analysis, church recordkeeping, etc.). I've completed over 1000 different Excel projects for over 300 different clients, in the USA and around the world. My strengths are spreadsheet structure, complex formulas, and VBA macros. Whether you need a complex macro-enabled spreadsheet to automate data processing, or a simple one, I can deliver. NOTE that I work in Excel (for Windows). I do NOT work with Google Sheets or Excel for Mac, since I have found both of those platforms to have some significant incompatibilities with Excel for Windows. Also NOTE that my high number of open contracts is due to many of my clients leaving our Upwork contract open perpetually, so they can come back to me for additional projects. Also note that I have recently closed a number of these long-term (2+ years) open contracts, resulting in a number of "No feedback given" entries in my Job History. These were all satisfied, long-term clients (whom I am now working for directly); there is no feedback because the contracts were closed by me, rather than by the client.
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Data Extraction
    Spreadsheet Macros
    Spreadsheet Skills
    Visual Basic
    Data Structures
    Data Processing
    Data Migration
    Data Analysis
    Macros
    Macro Programming
    Spreadsheet Software
    Data Cleaning
    Microsoft Excel
    Financial Analysis
  • $15 hourly
    An Accountant working in a multinational gas company in Bangladesh, with years of experience in Bookkeeping and Accounting, Financial Reporting, Reconciliations, General ledger Accounting, A/R and A/P management etc. A Quickbooks Certified Pro Advisor with a sound knowledge on IAS, IFRS and GAAP. I help set up Quickbooks for new businesses and also do bookkeeping on Quickbooks for my clients. 12 Years of experience in EXCEL, expert in designing handmade solutions and automation excel sheets through Excel Macros. Love to solve issues with complex formulas and methods through Excel. An accountant without excel expertise is not really an accountant.
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Xero
    Financial Analysis
    Business Plan
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Budget Management
    Accounts Payable
    Accounts Receivable
    Bank Reconciliation
    Microsoft Excel
  • $50 hourly
    Industrial Engineer with experience in Business Intelligence projects. Clear indicators of analytical capacity, proactivity, and results orientation with a data-driven approach. I have proficiency in Tableau, Qlik Sense, Power BI, Data Studio, BigQuery, MySQL, Python, and R. Willing to learn new technologies and take new challenges. In charge of many BI projects such as building DWH, forecasting models, data cleansing, Data Governance and Web Scraping
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Financial Analysis
    Data Analysis
    BigQuery
    Data Modeling
    Data Cleaning
    Data Scraping
    LookML
    Data Science
    Optimization Modeling
    Looker
    Data Visualization
    Tableau
    Looker Studio
    SQL
    Qlik Sense
  • $75 hourly
    Let's face it, no matter what facet of the business world you work in, writing probably isn't your "thing." That's OK, because it is mine, and my job is to make your marketing easier. I am a native English speaker, born and raised in the Southwestern United States, and specialize in content creation and editing in the real estate, finance and investment, and general business sectors for clients around the world. Clients include Arrived Homes (fractional real estate investing), Basic Property Management, Concreit (fractional real estate investing in debt), Crexi, Lendai (real estate lending platform), NAS Investment Solutions (1031 exchanges), Obie (insurance), RealtyMogul, Roofstock, Stessa, and various other firms in the investment real estate, property management, insurance, and accounting industries. There are two pricing packages to choose from, depending on your objectives and budget. Feel free to content me for a customized quote for your project. BASIC The Basic content creation package is best for those who prefer to do their own keyword research and SEO, and who may be working with a more limited budget. Flat-rate pricing for basic content creation includes the following: • Blog post length as specified by client (minimum fee may apply). • Content processed through Copyscape to prevent accidental plagiarism or duplication. • Meta title and description. • Content delivered in a Word or Google document format with H1, H2, and H3 header formats. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. BUSINESS The Business content creation package is best for those concerned with optimizing keyword use and SEO, article tone of voice, and who have a more robust budget. Flat-rate pricing for business content creation includes the following: • Keyword selection based on search phrase or specific keyword(s) selected by client. • Blog post length as specified by client (may be slightly longer at no extra charge), or I can make recommendations for length based on competition research from Clearscope. • Use Clearscope to help produce content that is highly relevant to what people are searching for, • to drive organic traffic. • First, second, or third person voice (client choice). • Post structured with headings H1, H2, H3, etc. • Keyword analysis report to identify secondary and LSI keywords is provided to client for future content ideas • Meta title and description. • Final article run through Grammarly for content improvement suggestions and verify tone of voice. • Final article run through Copyscape to check for and prevent accidental plagiarism. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. After over 25 years in the business, I know the real estate industry inside and out and have personally brokered tens of millions of dollars worth of real estate sales and lease transactions for my clients and for my own portfolio in retail, office, industrial, single-family and multi-family residential income properties, and in raw and subdivided land. I have been awarded the Certified Commercial Investment Member (CCIM) designation, one of the most prestigious professional certifications one can earn in commercial investment real estate. It never hurts to talk, so feel free to contact me if you have a content creation project you'd like to discuss.
    vsuc_fltilesrefresh_TrophyIcon Financial Control
    Financial Analysis
    Content Development
    Content Creation
    Property Management
    Investment Research
    Real Estate Marketing
    Case Studies
    Blog Writing
    Search Engine Optimization
    Content Writing
    Article Writing
    Copywriting
    English
    Real Estate
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