1. Designated CPA Canada
2. Associate member of Institute of Chartered Accountants of Pakistan
3. Over 7 Years of experience in accounting, financial reporting and auditing
4. Ex PWC supervisor
5. Problem solver
6. Excel Ninja
Certainly can help with jobs like.
1- Bookkeeping with any accountancy software
2- Reconciliations, Account clean up
3- Budgeting/Forecasting
4- Management Accounts
5- Year-end accounts
6- Business services
7- A/R, A/P, Bank Reconciliations
8- Financial Modeling
If you are:
❓ Uncertain about financial numbers before making crucial financial decisions involving complex factors.
❓ Need to present compelling financial information to potential investors who value accuracy.
❓ Have a business idea but require preliminary figures to evaluate its feasibility.
❓ Doubt the accuracy of your current accounting or bookkeeping system.
❓ Struggling with performing tasks efficiently in Excel or spreadsheets.
❓ Difficulty reconciling balance sheets.
❓ Struggling with managing and analyzing large volumes of data in Excel.
If any of these challenges resonate with you, then you have come to the right place. You need a skilled professional who excels in finance and Excel, a proficient accountant and bookkeeper.
Here's what all my accounting and bookkeeping services have in common:
User-Friendly (easy to understand and navigate)
Reliable Review (automated error detection)
Flexible Editing (consistency across different sections)
I have experience building various types of financial models, such as:
• Financial Models for Startups (e.g., SaaS, e-commerce, web3, retail sectors)
• Sales Forecasting Models for Effective Inventory Management
• Budgeting Models
• Real Estate Models
• 3-Statement Models (P&L, balance sheet, and cash flow)
• Project Financing Models (e.g., Solar, Wind Power)
• Equity Waterfalls (GP/LP, promotes, splits) and Debt Structures (senior and mezzanine debt)
• Merger and LBO Models
• Debt Service Coverage and Waterfall Models
Your customized financial model will include the following features, tailored to your project requirements:
Full Dynamic Functionality (adjustable number of years, cost/revenue line items)
Assumptions Based on Thorough Research
Scenario and Sensitivity Analysis
Professional Formatting (including conditional formatting and consistent color coding)
Interactive and Dynamic Charts
Checks to Ensure Accurate Flow of Information
If you believe my skills align with your project's needs or if you require additional information about my capabilities, please don't hesitate to contact me. I am also happy to provide a sample of my work to demonstrate my proficiency.
Financial Variance Analysis
Accounting
Microsoft Excel
Financial Report
Cash Flow Analysis
Financial Audit
Analytical Presentation
Report Writing
Business Services
Budget
Report
Internal Auditing
Accounting Basics
Financial Reporting
CPA
Sergio Eduardo Nazareno D.
Vaughan, Canada
$150/hr
5.0
19 jobs
🏆𝐖𝐢𝐭𝐡 𝟏𝟓+ 𝐲𝐞𝐚𝐫𝐬 𝐚𝐬 𝐚 𝐂𝐏𝐀 𝐚𝐧𝐝 𝐚 𝐓𝐨𝐩 𝟑% 𝐔𝐩𝐰𝐨𝐫𝐤 𝐞𝐱𝐩𝐞𝐫𝐭, 𝐈 𝐡𝐚𝐯𝐞 𝐡𝐞𝐥𝐩𝐞𝐝 𝐔𝐒 𝐚𝐧𝐝 𝐂𝐚𝐧𝐚𝐝𝐢𝐚𝐧 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐬𝐜𝐚𝐥𝐞 𝐚𝐧𝐝 𝐫𝐚𝐢𝐬𝐞 𝐨𝐯𝐞𝐫 $𝟐𝟎𝐌𝐌 𝐢𝐧 𝐟𝐮𝐧𝐝𝐢𝐧𝐠.
👋I’m Sergio, a 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 serving 𝗦𝗮𝗮𝗦 & 𝗲𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 who need more than a bookkeeper; they need someone who builds the financial infrastructure that supports real decisions, fundraising, and scale.
I use AI and automation tools to deliver faster, more accurate financial infrastructure than a traditional CFO at a fraction of the cost.
👋 What I actually do
I don’t just report numbers: I build the financial infrastructure that helps founders make better decisions, raise capital, and scale with confidence.
My clients hire me when they need:
Clean books and a month-end close they can trust
SaaS metrics that actually explain what’s driving the business
A financial model that survives investor scrutiny
A CFO brain without the full-time CFO cost
🏗 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻 — 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 & 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴
I set up and manage your accounting — QuickBooks, bank/credit card reconciliation, payables, receivables, payroll, and month-end close. You get clean, GAAP-compliant books every month without chasing.
Proof: 5-star QBO cleanup in under 20 days. Client said I “went above the scope.”
📊 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗿 — 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 & 𝗞𝗣𝗜𝘀
I turn your numbers into clear insights.
For SaaS: MRR, ARR, churn, growth.
For eCommerce: profit margins, CAC, LTV, and simple dashboards in Google Sheets.
You stop guessing and start making data-based decisions.
🚀 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 — 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 & 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴
Supported $7MM+ in fundraising with investor-ready models, data rooms, and due diligence. One deal had zero ARR adjustment post-acquisition.
For ecommerce: media buyer P&L systems, cash flow models, and CAC/LTV frameworks driving ad spend decisions.
🤖 𝗔𝗜 & 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻
I automate reporting, reconciliation, and financial workflows using tools like Zapier, APIs, and AI dashboards, saving hours of manual work and reducing errors while giving you real-time financial visibility.
Forward-looking support includes:
3-statement financial models
DCF and comparable company valuation
Investor pitch deck financials
Budget vs actual tracking
Cash flow forecasting and scenario planning
Pricing and tier strategy for subscription businesses
📊𝗧𝗼𝗼𝗹𝘀 & 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗦𝗸𝗶𝗹𝗹
• Financial Models (3-Statement, Forecasting)
• Microsoft Excel (Advanced)
• Systems Integration
• Accounting Software
• Zapier
• Make (Integromat)
• APIs
• QuickBooks Online
• Xero
• Google Sheets
• Custom AI dashboards
⚡ Specialties in SaaS
Subscription revenue recognition — Deferred revenue and ASC 606 — MRR/ARR/NRR infrastructure — Stripe reconciliation — SaaS metrics from scratch — Venture debt and equity fundraising support
⚡ Specialties in Ecommerce
Shopify and A2X reconciliation — COGS by SKU — Contribution margin modeling — CAC and LTV analysis — Real-time performance tracking — Multi-currency and cross-border accounting — Amazon and multi-channel bookkeeping
⚡ Specialties in Small Business
QBO setup and cleanup — Chart of accounts design — Multi-entity bookkeeping — Partner splits and JV settlements — CPA coordination and tax-ready close — Canadian GST/HST compliance — US multi-state bookkeeping
💬 What clients say
“Best accountant I’ve worked with, hands down. Extremely reliable and detail-oriented.”
“Went above the scope.”
“Fast, professional, and delivered great results. Highly recommended.”
𝐈 𝐜𝐨𝐦𝐦𝐨𝐧𝐥𝐲 𝐬𝐞𝐫𝐯𝐞 𝐢𝐧: Fractional CFO, CFO Level, Financial Reporting, Cash Flow Statement, Financial Analysis, Intuit QuickBooks, SaaS Finance & Bookkeeping, SaaS Bookkeeping, SaaS, Startup Company, Financial Reporting, Accounting Fundraising, Recurring Revenue Businesses, Recurring Revenue, Senior Accountant, QBO, Account Reconciliation, Business Plan, Microsoft Excel, Financial Modeling, Company Valuation, Bookkeeping, ecommerce business's financial records, ecommerce business's financial, Intuit QuickBooks, Financial Accounting, Bookkeeping, Accounting, Account Reconciliations, Bookkeeping, Accounting Basics, Bank Reconciliation, Cash Flow Statement, Balance Sheet, Cashflow Analysis Specialist, Cashflow Analysis, Microsoft Excel, Bank Reconciliation, Balance Sheet, Intuit QuickBooks, Payroll Accounting, Business Financial Due, Financial Report, Business Valuation, Business Analysis, Financial Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Analysis, Financial Analysis, Market Research, Bookkeeping, Bank Reconciliation, Accounts Payable, Microsoft Excel, Financial reporting and analysis, Balance sheet reconciliations, Xero, Quickbooks Bookkeeper, CPA, General Ledger, Accounts Payable Management, Accounts Receivable
Let’s talk.
Financial Accounting
Financial Report
Accounting
Financial Analysis
Visual Basic for Applications
Management Accounting
Financial Analysis & Valuation
Financial Modeling
Financial Management
Financial Reporting
Financial Statement
Financial Model
Certified Financial Planner
Account Management
Finance & Accounting
Business Plan
Microsoft Excel
Business Analysis
Financial Projection
Bookkeeping
Eranga S.
Vaughan, Canada
$25/hr
4.9
28 jobs
Qualified Financial professional with over 10 years of hands on experience. Have worked in multinationals and for overseas companies. Experienced in different sectors from retail, automotive, duty free trading and manufacturing. Member of Chartered Institute of Management Accountants in UK and CPA Australia. Holds a MBA from University of Southern Queensland Australia. Have hands on experience on Oracle Fusion, Zoho Books, Xero, Fresh Books, MYOB AccountRight, Tally and Quickbooks online software.
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
KD
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
DM
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
KK
Katja Krohn
Summa Linguae
How do I hire a Financial Accountant near Vaughan, ON on Upwork?
You can hire a Financial Accountant near Vaughan, ON on Upwork in four simple steps:
Create a job post tailored to your Financial Accountant project scope. We’ll walk you through the process step by step.
Browse top Financial Accountant talent on Upwork and invite them to your project.
Once the proposals start flowing in, create a shortlist of top Financial Accountant profiles and interview.
Hire the right Financial Accountant for your project from Upwork, the world’s largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Financial Accountant?
Rates charged by Financial Accountants on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Financial Accountant near Vaughan, ON on Upwork?
As the world’s work marketplace, we connect highly-skilled freelance Financial Accountants and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Accountant team you need to succeed.
Can I hire a Financial Accountant near Vaughan, ON within 24 hours on Upwork?
Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Financial Accountant proposals within 24 hours of posting a job description.