Financial Advisor job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

Hire Financial Advisors

Looking to find work instead?

Trusted by

A financial advisor plays a crucial role in guiding clients through their financial decisions, ensuring they achieve their short-term and long-term financial goals. This role requires a knowledgeable and trusted advisor who can craft and implement personalized financial strategies that align with clients’ needs. Use the job description template below to find the right financial advisor for your team on Upwork.

Copy to Clipboard

Job overview

We are looking for an experienced and dedicated financial advisor to join our team. The successful candidate will be responsible for crafting individualized financial strategies, offering sound investment advice, and ensuring clients stay on track with their financial objectives. You will work closely with clients to understand their financial situation, ambitions, and risk preferences, providing solutions that help them secure their financial future.

Key responsibilities

Financial planning. Design and implement financial plans tailored to each client, covering areas such as retirement, investments, and tax planning.

Client relationship management. Establish and nurture lasting relationships with clients, ensuring their financial needs are met with integrity and transparency.

Investment advisory. Provide informed recommendations on investment opportunities that align with clients’ risk tolerance and financial goals.

Market analysis. Monitor financial markets and economic trends to offer timely advice and adjustments to clients’ portfolios.

Risk management. Assess and manage clients’ risk levels, proposing strategies to protect and grow their wealth.

Compliance. Adhere to all relevant financial regulations and maintain high ethical standards in all client interactions.

Reporting. Regularly review and update clients on the performance of their financial plans, making necessary adjustments to stay aligned with their objectives.

Qualifications

Demonstrated experience as a financial advisor or in a comparable role.
In-depth knowledge of financial planning, investment options, and market dynamics.
Strong communication skills, with an emphasis on building trust and long-term client relationships.
Ability to create and manage customized financial plans that align with clients’ unique goals.
5+ years of experience in financial advising or wealth management.
Proficiency in financial planning software, portfolio management tools, and CRM systems.
A degree in finance, economics, or a related field is preferred. Professional certifications such as CFP or CFA are advantageous.

Preferred skills

Expertise in retirement and tax planning strategies.
Experience with estate planning and comprehensive wealth management.
Analytical skills to interpret financial data and provide actionable insights.

Why join us?

Join a firm that prioritizes integrity, client success, and continuous improvement.
Have the opportunity to significantly impact a client's financial futures.
Competitive salary package, with performance bonuses and benefits.
Work in a supportive environment that encourages professional growth.

Copy to Clipboard

What does a financial advisor do?

A financial advisor helps clients navigate their financial lives, offering guidance on everything from investment strategies to retirement planning. They ensure that all financial advice is aligned with clients’ individual goals and risk tolerance.

Common financial advisor duties and responsibilities

Financial advisors take on a variety of responsibilities, including:

Developing personalized financial strategies.
Providing expert investment advice and managing client portfolios.
Keeping up with market trends and making informed recommendations.
Building and maintaining strong client relationships.
Advising on risk management and tax planning.
Ensuring compliance with financial regulations and ethical standards.
Monitoring and adjusting clients’ financial plans as needed.
Educating clients on financial concepts and decision-making.

How to write a financial advisor job description

When crafting a job description for a financial advisor, keep the following in mind:

Start with a clear job overview that emphasizes the role’s impact.
Outline the key responsibilities, focusing on the specific tasks and goals.
Specify the qualifications and skills that align with the role’s requirements.
Highlight what makes your firm a great place to work, including culture and benefits.
Use straightforward language to make the description easy to understand.

Other considerations

Customize the job description to reflect your firm’s unique needs.
Be specific about the experience and skills required.
Include details on opportunities for growth within your firm.

FAQ

What skills are important for a financial advisor?

Key skills include expertise in financial planning, investment strategies, relationship management, and strong analytical capabilities.

How can I measure the success of a financial advisor?

Success can be gauged by client satisfaction, portfolio performance, and the achievement of financial goals.

What should I look for in a financial advisor’s experience?

Look for a background in financial planning, investment management, and the ability to build and sustain client relationships.

Can a financial advisor work remotely?

Yes, with the right tools and technology, financial advisors can successfully manage client relationships and portfolios remotely.

How does a financial advisor collaborate with other professionals?

Financial advisors often work closely with accountants, attorneys, and other financial experts to provide clients with comprehensive financial guidance.

Hire financial advisors on Upwork

Ready to hire a financial advisor? Sign up for Upwork, browse available professionals, and post a job to find the perfect candidate for your needs.

Financial Advisor Hiring Resources

Explore talent to hire

Learn about cost factors

See interview questions

4.8/5

clients rate Financial Advisors based on 7K+ reviews

Hire Financial Advisors

Financial Advisors you can meet on Upwork

$25 hourly
Ianne Beth S.
- 4.8
- (169 jobs)
Davao, DAVAO
Financial Advisors
QuickBooks Online
Xero
Data Entry
Accounts Payable Management
Business Analysis
Financial Analysis
PayPal Integration
MYOB Administration
Chart of Accounts
Bank Reconciliation
Microsoft Excel
Month-End Close Assistance
Intuit QuickBooks

Be stress free from worries of financial and tax compliances. You can focus more on growing your own business and increasing your sales! I am a dedicated Certified Public Accountant with more than 10 meaningful years of experience. I am QBO Certified Pro Advisor and Xero Certified. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organisation. I'm absolutely friendly and creative! I love crafts, reading magazines, cooking and watching shows related to fashion, travels, lifestyle and romance.
$10 hourly
Iftikhar H.
- 4.8
- (4 jobs)
Gilgit, GB
Financial Advisors
Financial Analysis
Financial Modeling
Data Entry
Xero
Management Accounting
Intuit Proconnect Tax
QuickBooks Online
Accounting Basics
PayPal
Bookkeeping
Payroll Accounting
Tax Accounting
Invoicing
Account Reconciliation
Tax Return

Stress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs.
$65 hourly
Kim L.
- 4.9
- (11 jobs)
Atlanta, GA
Financial Advisors
Communications
Startup Company
Market Research
Business Planning & Strategy
Financial Analysis
Marketing Strategy
Financial Modeling
Project Management
Strategy
Digital Marketing
Data Analysis
Editing & Proofreading
Business Writing
Business Plan
Business Analysis

𝗛𝗲𝗹𝗹𝗼! I'm Kim, a serial entrepreneur turned Business & Strategy Consultant with 10+ years of experience helping startups, small businesses, and Fortune 100s like Disney and Boeing thrive. The knowledge & expertise I've gained from experience is fortified by Lean Six Sigma certifications, a Psychological Science degree, and an MBA from USC Marshall (a top-20 business school). 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: My mother was an entrepreneur, so like a fish in water, I've been surrounded by business my entire life. She founded a snack food manufacturer when I was 5, and it grew alongside me like a sibling. After her unexpected passing, I became the company's CEO and joined forces with my human siblings to run it. That remains the most stressful and scariest year of my professional and personal life, but the lessons afforded to me during childhood and the support of an awe-inspiring team empowered me to succeed its trials by fire. In my first year as CEO, revenue increased by 20% and profitability increased by 36%. We doubled within a few years and steadily grew until receiving a buy-out offer that, after some negotiation, we couldn't refuse. I attribute those experiences to the consultant I've become and my ability to connect with clients. I'm intimately familiar with how overwhelming running a business can be, and I'm passionate about leveraging the knowledge and expertise I've accumulated to empower entrepreneurs in similar ways. 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: I bring a unique blend of practical knowledge, strategic thinking, business acumen, and technical skills to the table. I specialize in data-driven strategy development, which frequently culminates in projects including comprehensive research & data analysis, business plan writing & development, growth & marketing strategies, and financial analysis & planning. Furthermore, my network of industry experts and professionals enables me to provide clients with access to additional resources and support. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗘𝗗 𝗖𝗟𝗜𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • Secured seven-figure funding from investors, banks, and SBA programs. • Boosted business-to-business IT service provider's growth rate from 3% to 16% in 6 months. • Achieved 385% growth in hyper-competitive competitive music & entertainment industry as fractional CEO, establishing a renowned 27,000 sq. ft. multimedia studio. • Outsold 97.9% of sellers on Etsy within one year of launching e-commerce drinkware brand, achieving top sales on a platform with annual revenue exceeding $2.3 billion at the time. • Increased YouTube channel's 90-day impressions by 46% (to 527.4K), views by 126% (to 28K), and click-through rate by 1.9% (to 5.3%). 𝗟𝗲𝘁'𝘀 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 how I can leverage my lifetime of experience, formal education, and incredible network to take your business to the next level. I know that hiring a freelancer is an important decision, and I'm happy to provide more information and answer any questions you may have. I’m here to help and just a message away!

$25 hourly
Ianne Beth S.
- 4.8
- (169 jobs)
Davao, DAVAO
Financial Advisors
QuickBooks Online
Xero
Data Entry
Accounts Payable Management
Business Analysis
Financial Analysis
PayPal Integration
MYOB Administration
Chart of Accounts
Bank Reconciliation
Microsoft Excel
Month-End Close Assistance
Intuit QuickBooks

Be stress free from worries of financial and tax compliances. You can focus more on growing your own business and increasing your sales! I am a dedicated Certified Public Accountant with more than 10 meaningful years of experience. I am QBO Certified Pro Advisor and Xero Certified. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organisation. I'm absolutely friendly and creative! I love crafts, reading magazines, cooking and watching shows related to fashion, travels, lifestyle and romance.
$10 hourly
Iftikhar H.
- 4.8
- (4 jobs)
Gilgit, GB
Financial Advisors
Financial Analysis
Financial Modeling
Data Entry
Xero
Management Accounting
Intuit Proconnect Tax
QuickBooks Online
Accounting Basics
PayPal
Bookkeeping
Payroll Accounting
Tax Accounting
Invoicing
Account Reconciliation
Tax Return

Stress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs.
$65 hourly
Kim L.
- 4.9
- (11 jobs)
Atlanta, GA
Financial Advisors
Communications
Startup Company
Market Research
Business Planning & Strategy
Financial Analysis
Marketing Strategy
Financial Modeling
Project Management
Strategy
Digital Marketing
Data Analysis
Editing & Proofreading
Business Writing
Business Plan
Business Analysis

𝗛𝗲𝗹𝗹𝗼! I'm Kim, a serial entrepreneur turned Business & Strategy Consultant with 10+ years of experience helping startups, small businesses, and Fortune 100s like Disney and Boeing thrive. The knowledge & expertise I've gained from experience is fortified by Lean Six Sigma certifications, a Psychological Science degree, and an MBA from USC Marshall (a top-20 business school). 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: My mother was an entrepreneur, so like a fish in water, I've been surrounded by business my entire life. She founded a snack food manufacturer when I was 5, and it grew alongside me like a sibling. After her unexpected passing, I became the company's CEO and joined forces with my human siblings to run it. That remains the most stressful and scariest year of my professional and personal life, but the lessons afforded to me during childhood and the support of an awe-inspiring team empowered me to succeed its trials by fire. In my first year as CEO, revenue increased by 20% and profitability increased by 36%. We doubled within a few years and steadily grew until receiving a buy-out offer that, after some negotiation, we couldn't refuse. I attribute those experiences to the consultant I've become and my ability to connect with clients. I'm intimately familiar with how overwhelming running a business can be, and I'm passionate about leveraging the knowledge and expertise I've accumulated to empower entrepreneurs in similar ways. 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: I bring a unique blend of practical knowledge, strategic thinking, business acumen, and technical skills to the table. I specialize in data-driven strategy development, which frequently culminates in projects including comprehensive research & data analysis, business plan writing & development, growth & marketing strategies, and financial analysis & planning. Furthermore, my network of industry experts and professionals enables me to provide clients with access to additional resources and support. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗘𝗗 𝗖𝗟𝗜𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • Secured seven-figure funding from investors, banks, and SBA programs. • Boosted business-to-business IT service provider's growth rate from 3% to 16% in 6 months. • Achieved 385% growth in hyper-competitive competitive music & entertainment industry as fractional CEO, establishing a renowned 27,000 sq. ft. multimedia studio. • Outsold 97.9% of sellers on Etsy within one year of launching e-commerce drinkware brand, achieving top sales on a platform with annual revenue exceeding $2.3 billion at the time. • Increased YouTube channel's 90-day impressions by 46% (to 527.4K), views by 126% (to 28K), and click-through rate by 1.9% (to 5.3%). 𝗟𝗲𝘁'𝘀 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 how I can leverage my lifetime of experience, formal education, and incredible network to take your business to the next level. I know that hiring a freelancer is an important decision, and I'm happy to provide more information and answer any questions you may have. I’m here to help and just a message away!
$220 hourly
Aleksandr M.
- 5.0
- (61 jobs)
Los Angeles, CA
Financial Advisors
IRS Income Tax Audits
IRS Resolution
Financial Analysis
Financial Modeling
International Taxation
Tax Preparation
Tax Law

Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.
$50 hourly
Ellie K.
- 5.0
- (23 jobs)
Nashville, TN
Financial Advisors
Proofreading
Project Management
Trademark Search
Financial Analysis
Trademark Prosecution
Legal Writing
Contract Drafting
Document Review

Bookkeeper/Paralegal experienced using QuickBooks (online and desktop versions), available to perform all types of paralegal and bookkeeping work including the following: FINANCIAL and BOOKKEEPING: Management of A/R and A/P using QuickBooks • Preparation of year end reports to submit to a CPA for tax preparation • Reconciliation of transactions and bank statements • Payroll and related monthly and quarterly IRS filings • Cleanup of books in chaos due to neglect • Data Entry • Other bookkeeping tasks CASE MANAGEMENT: Calendaring and managing deadlines • Case file review, organization and summary • Correspondence with clients, opposing counsel and the Court • E-filing Court documents DISCOVERY: Medical Records requests, review, organization and summary • Preparation of Discovery requests and responses • Public Records research and retrieval RECORDS MANAGEMENT: Large document sort, organization and review • Chronologies and timelines • Organization and editing of documents using Adobe Pro LEGAL DRAFTING: Preparation of pleadings and motions • Formatting documents • Proofreading and editing contracts and other legal documents DEPOSITIONS: Deposition digests • Document and exhibit compilation and management • Deposition Transcript review and summary LEGAL PROJECT MANAGEMENT: Management of projects requiring a legal background • Law firm practice management software Integration • CLE course approval through state boards
$190 hourly
Matthew W.
- 5.0
- (159 jobs)
Birmingham, AL
Financial Advisors
Investment Research
Derivatives Trading
Stock Option Agreement
Microsoft Excel
Accounting Principles & Practices
Financial Modeling
Financial Analysis

I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Trading coaching (options, stocks, futures) - Custom trading tools (Excel only, no Python, APIs, etc.) - Data Analysis - Hedging and portfolio management Feel free to reach out regarding private wealth management as well.
$60 hourly
Indu P.
- 5.0
- (21 jobs)
Pune, MAHARASHTRA
Financial Advisors
Financial Report
Financial Modeling
Chartered Financial Analyst
Financial Analysis
Financial Planning
Cash Flow Analysis
International Accounting Standards
GAAP
Financial Statement
International Financial Reporting Standards
Bookkeeping
Balance Sheet
Microsoft Excel
Intuit QuickBooks

I am a Certified Public Accountant (CPA, US) and Chartered Accountant (CA, India) with extensive expertise in financial leadership, backed by over 13 years of post-qualification experience plus 3 years of internship training. I have expertise in accounting, business planning/modeling, financial analysis and reporting, financial statement preparation & review as per US GAAP, IFRS, UK GAAP & Ind AS along with bookkeeping, budgeting, forecasting and variance analysis experience. Most recently, I held the position of Director, where I led a team of 32 professionals in a large organization. In this role, I successfully spearheaded the transition of statutory financial reporting for 166 legal entities across 84 countries for Center of Excellence (COE) of a Global Capability Center (GCC), ensuring seamless compliance with diverse accounting standards and regulatory requirements. My ability to design and implement process improvements has resulted in enhanced efficiency and accuracy in financial reporting. Also, my tenure at a Big4 firm as a Manager in Capital Markets and Accounting Advisory Services has equipped me with the expertise to oversee complex accounting projects, including those involving International Financial Reporting Standards (IFRS). With a strong foundation in accounting, financial analysis, and consolidation, I specialize in full set of financial statements preparation and review in accordance with multiple GAAPs. some of feed backs i received from my Upwork Clients : "Indu is a competent professional with sound technical knowledge of the subject matter assigned to her." "Timeliness and adherent to deadlines and goes beyond for completion of work" "Excellent work! Delivered before deadline and quality of work was 1000% more than I expected! Thank you so much" "Indu strives to deliver results with perfection and on time."
$100 hourly
Olga Z.
- 5.0
- (49 jobs)
Almaty, ALMATY OBLYSY
Financial Advisors
Financial Projection
Financial Analysis & Valuation
Valuation
Financial Modeling
Startup Consulting
Financial Analysis
Microsoft Excel
Chartered Financial Analyst
Investment Research
Industry Knowledge
Equity Research
Business Plan
Presentations

Hello, My name is Olga Zagidullina, CFA. I am an investment analyst with over 10 years of professional experience in financial modeling, M&A, and investment analysis at Asset Management and Private Equity companies. I focus on preparing financial models/ pitch decks/ business plans/ market research for start-ups in different sectors; analyzing & modeling Private Equity deals; provide other financial modeling and consulting services on demand. My core skills are: -Market research -Financial modeling/ investment analysis -Business/ project valuation -Pitch decks -Business planning. I started as an Investment Analyst focusing on Equity research at RESMI Investment and Financial House, JSC (Kazakhstan). Then I was offered a Lead Analyst position at Investment Banking Department at the same company with a focus on financial modeling, listings & M&As. 3 years later, I was promoted to the Head office of the Group as the Head of the Economics and Investment development department that provided experience of buy-side M&A deals in Kazakhstan in the technology and e-commerce sector. I had a chance to consider many potential targets in the Russian Confectionery and Soft Beverages sectors, as well as Fintech and E-commerce projects. The tasks included supervision over the Group's budget, as well as analytical support of annual and 3-year strategic planning, including financial modeling and macro/sector overviews preparation. I started freelancing in June 2020 and decided to leave my previous employer for full-time freelancing in September 2020. Being sure that knowledge and ethical approach are fundamental to the investment profession, I got my CFA Charter in 2017. I am convinced that my analytical and modeling skills can be helpful for various types of tasks in investment analysis and business planning areas.
$95 hourly
Zlatko A.
- 5.0
- (9 jobs)
Belgrade, CENTRAL SERBIA
Financial Advisors
Operations Management Software
Interpersonal Skills
Microsoft Access
Financial Management
Financial Analysis
Financial Presentation
Financial Modeling
Business Process Automation
Business Process Management
Business Consulting
Business Management
Management Development
Business Operations
Management Consulting
Startup Consulting

💼 𝟮𝟬+ 𝘆𝗲𝗮𝗿𝘀’ 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲🔸𝗧𝗼𝗽-𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀🔸 𝟭𝟬𝟬% 𝗝𝗼𝗯 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 💰 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗼𝗿𝘆 𝗥𝗮𝘁𝗲 𝗳𝗼𝗿 𝗡𝗲𝘄 𝗖𝗹𝗶𝗲𝗻𝘁𝘀: $𝟲𝟱/𝗵𝗿 (Standard: $95/hr) 📍 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗳𝗼𝗿 𝗳𝗶𝘅𝗲𝗱-𝗽𝗿𝗶𝗰𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 & 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝘂𝗱𝗶𝘁𝘀 ---------------------------------------------------------------------------------- 👋 Hi, I’m Zlatko. I work as a Fractional COO and strategy consultant, helping founders, CEOs, and leadership teams tackle operational bottlenecks, simplify processes, and grow without the usual headaches. With over 20 years across industries like construction, real estate, retail, SaaS, and manufacturing, I bring straightforward solutions to complex challenges. I’m not about producing reports that gather dust - I’m here to help teams make real changes that improve profits and efficiency. 🔗 ---------------------------------------------------------------------------------- ✅ 𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝗜 𝗼𝗳𝗳𝗲𝗿: • Operational reviews and process improvements • KPI dashboard design and performance tracking • Cost-cutting and margin improvement • Growth strategies and scalable team structures • SOP development and automation implementation • Financial modelling and scenario planning • Leadership coaching and team enablement • Tools I use: Microsoft 365, Google Sheets, Asana, Airtable, Slack, Zapier, Make, IFTTT, JotForm ---------------------------------------------------------------------------------- 📦 𝙎𝙚𝙧𝙫𝙞𝙘𝙚 𝙋𝙖𝙘𝙠𝙖𝙜𝙚𝙨 (𝙁𝙞𝙭𝙚𝙙 𝙋𝙧𝙞𝙘𝙚): 🔍 Operational Audit – $250 ---- One-week turnaround where I review your key workflows, spot pain points, and suggest improvements. 📊 KPI Dashboard Setup – $500 ---- Custom Google Sheets or Airtable dashboard tailored to your business, plus an onboarding call. 📈 Process Map & Optimisation Plan – $750 ---- Complete SOP design, a roadmap for improvement, and automation opportunities ---------------------------------------------------------------------------------- 🧩 𝙎𝙤𝙢𝙚 𝙚𝙭𝙖𝙢𝙥𝙡𝙚𝙨 𝙛𝙧𝙤𝙢 𝙢𝙮 𝙬𝙤𝙧𝙠: 1️⃣ Keen Holdings – Profitability through Efficiency Role: Fractional COO | ✅ +𝟵% 𝗻𝗲𝘁 𝗽𝗿𝗼𝗳𝗶𝘁 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 → Streamlined workflows, renegotiated supplier contracts, and implemented KPI systems. 2️⃣ Al Grosso – Revenue Growth via Strategy Role: COO & CFO | ✅ 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝗳𝗿𝗼𝗺 €𝟮𝗠 → €𝟳𝗠 → Delivered strategic growth plan, cash flow optimisation, and scalable org design. 3️⃣ SME Financial Management Toolkit Role: Author & Consultant | ✅ 𝗨𝘀𝗲𝗱 𝗯𝘆 𝟭𝟬+ 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗳𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 → Built budgeting and planning models, trained managers on decision-making tools. 4️⃣ Forecasting Model for SMEs Role: Financial Analysis Consultant | ✅ 𝗦𝘁𝗮𝗯𝗶𝗹𝗶𝘀𝗲𝗱 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝘃𝗶𝗮 𝘀𝗰𝗲𝗻𝗮𝗿𝗶𝗼 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 → Built forecasting tool in Google Sheets, conducted break-even analysis, and trained the team on insights. ---------------------------------------------------------------------------------- 🛠️ 𝙌𝙪𝙞𝙘𝙠 𝙬𝙞𝙣𝙨 𝙖𝙣𝙙 𝙨𝙢𝙖𝙡𝙡𝙚𝙧 𝙥𝙧𝙤𝙟𝙚𝙘𝙩𝙨: • Set up an Excel-Online-based tender and live projects tracking and recording system for a team of 15 people • Automated task tracking and reporting via Google Sheets and Zapier → saved the operations lead 12+ hours per week ---------------------------------------------------------------------------------- 🎯 𝙒𝙝𝙤 𝙄 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝: • Growth-stage startups and SMEs ready to scale • Founders struggling with operational chaos or margin pressure • Teams needing clearer processes, dashboards, and accountability ---------------------------------------------------------------------------------- 📦 𝙄𝙣𝙙𝙪𝙨𝙩𝙧𝙞𝙚𝙨 𝙎𝙚𝙧𝙫𝙚𝙙: 🏗️ Construction | 🏢 Short-term Rentals | 🛒 Retail/Wholesale 🎈 IT | 🏭 Manufacturing | ⭐ Marketing | 🚀 Startups ---------------------------------------------------------------------------------- 💡 𝙒𝙝𝙮 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝 𝙢𝙚 ? I bring experience and practical know-how from day one, with no wasted time. Whether it’s a quick fix or a long-term transformation, I focus on real results, not fluff. ---------------------------------------------------------------------------------- 📩 𝙇𝙚𝙩’𝙨 𝙘𝙤𝙣𝙣𝙚𝙘𝙩! 𝘼𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙛𝙤𝙧 𝙨𝙝𝙤𝙧𝙩 𝙖𝙪𝙙𝙞𝙩𝙨 𝙤𝙧 𝙤𝙣𝙜𝙤𝙞𝙣𝙜 𝙚𝙣𝙜𝙖𝙜𝙚𝙢𝙚𝙣𝙩𝙨 💬Feel free to message me or book a discovery call. 📎 I’m happy to share a free sample process audit with SOP, or case studies if you’re interested 😊
$35 hourly
Gevorg A.
- 4.9
- (30 jobs)
Yerevan, YEREVAN
Financial Advisors
Business Coaching
Investment Banking
Pitch Deck
Pitchbook
Fundraising
SaaS
Financial Analysis
Business Valuation
Mergers & Acquisitions
Startup Consulting
Corporate Finance
Financial Model
Valuation
Business Plan
Financial Projection

Overview: As a seasoned Financial Modeling and Consulting Expert, I empower startups and growing businesses to secure funding and achieve their financial goals. I specialize in startup/business valuations, crafting compelling business plans and pitch decks, and building robust financial models. With a proven track record of success, I've helped numerous clients secure funding, optimize their financial strategies, and drive sustainable growth. Let me help you translate your vision into a reality Services Offered: Financial Modeling & Analysis: • Startup/Business Valuations (DCF, Market, etc.) • Financial Forecasting & Budgeting • KPI Analysis & Dashboard Development • Profitability Analysis & Revenue Growth Strategies • Multifamily Acquisition Modeling Business Planning & Fundraising: • Comprehensive Business Plans & Pitch Decks • Market Research & GTM Strategy • Investment Readiness & Fundraising Advisory Fractional CFO Services: • Strategic Financial Planning • Management Accounting & Reporting • Risk Management & Compliance Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed over 50 financial models for startups and operating companies. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI enriched results Ready to take your business to the next level? Let's discuss how my financial expertise can help you achieve your goals. Contact me today for a free consultation.
$40 hourly
Robert S.
- 4.6
- (4 jobs)
McKinney, TX
Financial Advisors
Team Building
Taxes
Compliance
Treasury Management
Payroll Reconciliation
Payroll Accounting
Business Operations
Accounts Receivable Management
Human Resources Consulting
Cash Flow Software
Financial Analysis
Bill.com Accounts Payable
Account Reconciliation

I am currently transitioning from regular corporate office environment to flexible independent contractor role where I can use my professional experiences in Accounting and bookkeeping to help others grow their business by providing them with necessary accounting and bookkeeping services needed for business success. I recently started actively pursuing this opportunity so I don't have specific projects accomplished through this site but I certainly have completed many complex projects in the accounting/bookkeeping are in several industries here are most recent work experiences: Last 2 years I am employed with an organization as Controller managing all aspects of accounting and financial reporting for multiple entities/businesses under same ownership using QB Online and QB Desktop. Major responsibilities are cleaning the books by: reconciliation of 9 bank accounts and 5 credit card accounts reclassifying expenses and generating accurate P&Ls and Balance sheets for all 6 businesses going 3 years back and making appropriate adjustments and corrections to prepare financials for the CPA. Another responsibilities include heavy AP processing and preparing check runs, tax filings, 1099 preparing and filing. Also preparing the bank compliance reports, and Inventor control/recording. I am also managing payroll and benefits administration for all 6 companies including HR compliance, onboarding new hires. I am very strong in following areas of business operations: BUDGETING • STRATEGIC PLANNING • FINANCIAL ANALYSIS & STATEMENT PREPARATION • REGULATORY COMPLIANCE • STAKEHOLDER RELATIONS • PAYROLL AND BENEFITS MANAGEMENT •CASH FORECASTS AND TREASURY MANAGEMENT PROFILE My professional experiences in Accounting and Finance Leadership roles consist of: 6 years in the Corporate Controller role 5 years in the Accounting Manager role 8 years in Senior Corporate accountant role 5 years Teaching accounting for a higher education institution. I have worked in several industries, such as: Hospitality, Healthcare, IT, Optical Manufacturing, Retail , Marketing and Higher education. A litte more about me: • Possess 15+ years of progressive experience and proficiency in financial statements, financial analysis, credit management, reconciliations, payroll administration, taxation, and variance analysis. • Proficient at preparing and presenting detailed financial analyses to senior management. • Devise and contribute vital forecasts and financial outlooks, playing a major role in supporting, influencing, and navigating fiscally strong company operations. • Proven achievements in controlling budgets and simplifying or automating processes to reduce expenses and increase profitability. • Highly skilled at defining, standardizing, and implementing business processes to maximize competitive positioning, organizational stability, and financial growth. • Adept at seamlessly collaborating with key stakeholders and effectively prioritizing, coordinating, and steering initiatives to optimize productivity. • Develop accounting policies and procedures which align with corporate and regulatory criteria. In addition to exceptional academic credentials including a Doctor of Business Administration, I bring to you extensive accounting management experience, proven success in streamlining A/P and A/R structures and procedures, and excellent skills in financial reporting, financial analysis, and steering high-impact process improvements. My meticulous attention to accuracy as well as outstanding analytical, budgeting, and forecasting skills would enable me to effectively transition into your organization and garner immediate results. Additionally, I have led multiple initiatives and projects to substantially improve accounting, treasury, expense control, and other financial operations. I would be happy to provide my resume where details of my professional experiences and educational background can be verified. If you give me a chance I promise I will treat your business needs as they were my own business needs. My standards are based on . SERVICE | LEADERSHIP | INTEGRITY| ACCOUNTABILITY Thank you for consideration and I hope to hear from you soon Robert
$85 hourly
Mitchell F.
- 4.9
- (113 jobs)
Eagle Mountain, UT
Financial Advisors
Advanced Analytics
Data Integration
Power Query
Business Analysis
Business Intelligence
Financial Analysis
Data Cleaning
Operations Analytics
Data Analytics
Spreadsheet Software
Excel Formula
Dashboard
Data Visualization
Microsoft Excel
Data Analysis

Hello there! I have 10+ years of data analysis experience and am passionate about helping businesses tackle their toughest data challenges. With expertise in Excel, Python, and SQL, I focus on automating workflows, cleaning and transforming data, creating dashboards, and pretty much everything else in between across a wide variety of industries. I believe good data can tell a story and drive smarter decisions. That’s why I focus on creating practical, easy-to-use solutions tailored to what you actually need. Maybe you’re drowning in data and just want something more manageable, or you’re looking to save time by automating a tedious process. Either way, I’m here to help. If you’re ready to take the hassle out of your data and make it work for you, I’d love to hear more about your project. Don't hesitate to reach out with any questions, and let's explore how I can help!
$145 hourly
Shaun C.
- 4.9
- (248 jobs)
Boston, MA
Financial Advisors
Financial Analysis
Business Research
Research Methods
Research Proposals
Market Research
Technical Writing
Research Papers
Academic Editing
Company Research
Corporate Finance
Academic Writing
Business Writing
Economic Analysis
AI Model Training
Behavioral Finance

Hello! I am a PhD-trained behavioral Economist with extensive research training in Finance, Economics, Strategy, Management, Psychology, and Sociology. Additionally, I serve as a peer reviewer for several top-tier Business journals and collaborate with Ph.D. students and university faculty to revise, create, and develop content for dissertations, theses, and academic manuscripts slated for publication. I have 15 years of industry experience in M&A, investor relations, quality management, FinTech, and venture capital. My consulting experience comes from my work with firms in dynamic industries, where the operating environment necessitates innovative business strategies to achieve sustainable competitive advantages, such as the FinTech industry and the evolving AI/ML-driven Finance world. Recently, I was interviewed by Inc., a well-known Business and Finance publication, about my work in AI and machine learning, as well as my perspective on the future of the rapidly evolving financial world. A link to the article is in the "Other Experiences" section of my profile. The nucleus of my innovative approach to scholarly research and industry consulting is an emphasis on creating holistic, solution-focused strategies. Although initially trained as a quantitative researcher in my Ph.D. program, I quickly came to understand the value of qualitative research methodologies in capturing the lived experiences that quantitative research often overlooks. I am a proponent of mixed-methods research and data triangulation to yield meaningful and robust research findings with practical implications in both academia and industry. PROSPECTIVE CLIENTS: I am always happy to answer questions about my approach, research experience, and thoughts on your project needs. If you would like to meet before making a hiring decision, I offer one free 15-minute meeting to chat and get to know one another. However, please book a consultation if your project is complex or requires a more substantive conversation (e.g., our meeting would benefit from me reviewing documents or existing writing). Thirty-minute consultations are limited to clients whose projects do not include research. All other clients should book a one-hour consultation. Lastly, I cannot provide clients with an estimate of the number of work hours a project could take without reviewing existing work or having a detailed conversation about your project needs, which necessitates a consultation. Therefore, I ONLY provide estimated project costs to clients who book consultations.
$110 hourly
David M.
- 5.0
- (13 jobs)
Atlanta, GA
Financial Advisors
Salesforce App Development
DevOps Engineering
Microsoft Power Automate
Microsoft Excel
Financial Analysis
Microsoft SharePoint Development
API Integration
SQL Server Integration Services
Business Process Automation
Microsoft Access Programming
Transact-SQL
Data Cleaning
Java
Python
Visual Basic for Applications

Experienced data engineer with over ten years of success managing big data ecosystems and traditional RDBMs. Proficient in supporting tactical reporting operations, strategic analysis (simulation), process automation, and various complex projects with scalable and distributed solutions. With a proven ability to analyze an organization's critical business requirements, identify deficiencies and potential opportunities, and develop innovative and cost-effective solutions for enhancing competitiveness, increasing revenues, and improving customer service offerings. Competencies include effective communication to diverse audiences, relationship building, systems knowledge, analytics, and problem solving.
$40 hourly
Teresa H.
- 5.0
- (3 jobs)
Weatherford, TX
Financial Advisors
Accounting Principles & Practices
Real Estate Investment Assistance
KPI Metric Development
Financial Analysis
Financial Reporting
QuickBooks Online
Bookkeeping
Bank Reconciliation

Need Your Books Cleaned Up for Tax Season? Let’s Fix That! If your bookkeeping is a mess, you’re not alone. Many business owners wait until tax time to realize their books are disorganized, out of date, or missing critical information. That’s where I come in. I specialize in QuickBooks Online cleanups and catch-ups, getting your financials accurate, tax-ready, and stress-free! What I Do: ✅ Clean Up Messy Books – Fix miscategorized transactions, duplicate entries, and unreconciled accounts. ✅ Catch Up Past-Due Books – Whether you’re months or years behind, I’ll get you back on track. ✅ Get You Tax-Ready – No more scrambling before the tax deadline—your books will be clear, accurate, and CPA-approved. ✅ Provide Financial Clarity – Understand where your cash is going and how to improve profitability. Why Work With Me? ✔ Flat-Fee Pricing – No surprises, no hourly rates. You’ll know exactly what you’re paying upfront. ✔ Quick Turnaround – Time is money. I’ll get your books cleaned up efficiently so you can focus on running your business. ✔ Experience You Can Trust – I’ve helped dozens of business owners untangle their books and get tax-season ready. How It Works: 1️⃣ Grant me access to your QuickBooks Online (QBO) file. 2️⃣ I’ll conduct a Diagnostic Review to assess the state of your books. 3️⃣ You’ll receive a flat-fee proposal—clear pricing, no hidden fees. 4️⃣ Once hired, I get to work, cleaning up your books and making sure they’re tax-ready. Don’t Wait Until It’s Too Late! Tax season is coming fast. The longer you wait, the bigger the headache. Let’s get your books cleaned up now. 📩 Send me a message today, and let’s get started!
$60 hourly
Ritz A.
- 4.9
- (64 jobs)
San Antonio, TX
Financial Advisors
QuickBooks Online
Tax Preparation Software
Sales Tax
Account Reconciliation
Tax Preparation
Financial Analysis
Intuit QuickBooks
Bookkeeping
Microsoft Excel
Accounts Receivable
Payroll Accounting
Zoho Books

Discover peace of mind with your finances! Many business owners tackling bookkeeping themselves often find themselves overwhelmed and confused, resulting in messy books. As a Certified QuickBooks ProAdvisor and Accountant by trade, I specialize in bringing clarity to your financial records. With my expertise, you can trust that your numbers are accurate and your focus remains on growing your business. If you're seeking a financial partner who goes beyond mere bookkeeping to actively optimize your company's growth, then let's connect! Here's how I support my clients: ✔️Cleanup of Books ( One-time Project, with monthly maintenance / bookkeeping) ✔️Full Charge Bookkeeping (Bank reconciliation, Sales & AR management, AP management, Expense tracking, Payroll, Inventory Management, Sales Tax filing and payment) ✔️Full Cycle Bookkeeping - Closing of books / month-end close preparation; Profit & Loss, Balance Sheet, Cashflow statement Industries Served: 💰 Construction / Contractors 💰 Ecommerce 💰 Advertising / Digital Marketing 💰 General Service Industry 💰 Restaurants 💰 Trucking 💰 Real Estate / Property Management 💰 Lawn Care/ Landscaping 💰 Retail Software Expertise : 💠Quickbooks Online 💠 Avalara 💠 Asana 💠 Amazon Payee Central 💠 Amazon Seller Central 💠 ADP 💠 Ascend TMS 💠 Billpay 💠 Box 💠 Corpay 💠 Canopy 💠 Coconstruct 💠 Clickup 💠 Dext 💠 Dropbox 💠 Hubdoc 💠 Invoice2go 💠 Gusto 💠 Paychex 💠 Jetpack 💠 Google Sheet 💠 MS Office Applications
$100 hourly
Jason P.
- 5.0
- (51 jobs)
San Francisco, CA
Financial Advisors
Real Estate Financial Model
Financial Analysis
Financial Model

— Investment Analyst | Multi-Billion-Dollar Family Office – Assessed and articulated the financial impact of acquisitions, developments, operations, leasing, and sales on cash flow and project and partnership level returns. — Underwriting & Valuation Expertise – Underwrote over $2 billion in renewable energy and commercial real estate assets acquisitions and developments across all major property types, including office, retail, industrial, multifamily, and hospitality. Developed and maintained comprehensive cash flow and valuation models. — Capital Markets & Financing – Secured over $250 million in assumable, construction, bridge, and permanent financing through strategic partnerships with leading pension funds, banks, and insurance companies. — Investment Committee & Investor Presentations – Prepared comprehensive investment committee memorandums and developed pitch decks in Word and PowerPoint, effectively communicating deal rationale, financial analysis, and strategic recommendations to stakeholders. — Investment Strategy & Stakeholder Communication – Spearheaded the development and presentation of investment memorandums, business plans, and financing proposals for institutional partners. Real Estate Expertise As an Investment Analyst for a multi-billion family office, I have hands-on experience across all stages of the real estate lifecycle, including: Acquisitions, Developments & Dispositions – Underwriting, due diligence, contract negotiations, investment memorandums, prorations, and waterfall modeling. Financing & Capital Structuring – Structuring assumable, construction, bridge, permanent financing, and recapitalizations to optimize portfolio performance and capital efficiency. Operations & Asset Management – CAM and tax reconciliation, budgeting, and reforecasting to optimize asset performance. Valuation & Financial Modeling – Advanced proficiency in ARGUS Enterprise and Excel modeling. I currently hold my certification in Argus Enteprise. Scenario & Sensitivity Analysis – Evaluating and communicating the financial impact of operational decisions, leasing strategies, asset dispositions, and repositioning efforts.
$150 hourly
Yahaira B.
- 4.6
- (16 jobs)
Raleigh, NC
Financial Advisors
Budget Planning
Budget
Forecasting
Construction
Cash Flow Analysis
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
Financial Management
CPA
Financial Analysis
GAAP
Internal Control

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.
$35 hourly
Thijs M.
- 5.0
- (5 jobs)
Anna Paulowna, NORTH-HOLLAND
Financial Advisors
Coaching
Legal Consulting
Translation
Legal
Dutch
Writing
Financial Analysis
Data Processing
British English Dialect
Life Coaching
Article Writing
Microsoft Office

Hi, my name is Thijs and welcome to my profile. I am an enthusiastic, motivated and ambitious legal and financial professional who likes challenges and I am certainly not afraid to take initiative. Since 2017 I have worked as an assistant administrator in the Netherlands, offering people my help to regulate their finances. Because of this job, I am learning more about legislation, taxes, writing and many more. Each day is an opportunity to gain new experiences and knowledge to get the best out of others and myself. I am currently studying at university to gain new insights and become a better version of myself. Because of my broad set of skills, I am open to various jobs. Send me a message about your job and we will look at the possibilities together. Contact me!
$120 hourly
Alora A.
- 5.0
- (6 jobs)
Kings County, NY
Financial Advisors
Financial Reporting
CPA
IRS Income Tax Audits
Personal Budgeting
Financial Analysis
Intuit QuickBooks
Budget Management
Payroll Accounting
Account Reconciliation
Tax Preparation

I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.
$200 hourly
Bonnie F.
- 5.0
- (74 jobs)
Coppell, TX
Financial Advisors
Buildium
AppFolio
CPA
Financial Reporting
Financial Analysis
Bookkeeping
GAAP
Financial Variance Analysis
Intuit QuickBooks

I am looking to collaborate with business owners eager to transform their financial strategies, especially if they feel it's becoming a barrier to their success. I will help you manage all of the financial aspects of your business so that you can reach a place of financial empowerment that enables you to focus on your passion, your business. If you are looking for a true financial partner who doesn’t just punch the numbers but takes an active role in optimizing your company’s growth, let's schedule a call. Services Provided: Virtual CFO, Pre-audit Engagements, Business Consultant, Controller, Accounting Manager, Monthly review, Audit Liason, Pre-audit prep, Forensic Accounting, Internal Auditing, HR support, Cash to Accrual Conversion Professional Skills: CFO, Controller, Accounting Manager, Quickbooks Proadvisor, QuickBooks Online, Quickbooks Training, Accounting review and Clean up, Bookkeeping, Payroll, Account Reconciliations, Budgeting & Forecasting, Financial Analysis, Management Reporting, Public Accounting, Create Policies and Internal Control Documents, Liaison for audits Software skills: QuickBooks Online, Wave, Appfolio, Buildium, Fathom, Google Sheets, Google Docs, Advanced Excel, Word, PowerPoint, Hyperion Essbase, SAP, JDE, Oracle and Business Objects, Apps: Teamwork, Asana, Clickup, Clio, Lawpay, Practice Panther, Square, Stripe, Amazon, Bill.com, Paypal, Shopify, Hubdoc, Trello, Skype, Slack, Cliq, Teamwork, Fathom, Zapier, ADP, Gusto, T-Sheets, Veem, Harvest, Google Sheets, and Google Docs Personal Qualifications: Energetic, Effective Communicator, Organized, Detail-oriented, Able to Multi-Task, Time Management skills, Trustworthy, Client focused, Problem Solver,
$150 hourly
Shereena W.
- 4.5
- (31 jobs)
Kigali, KIGALI
Financial Advisors
Financial Planning
Financial Policies & Procedures
Market Research
Internal Auditing
Financial Modeling
Management Accounting
Business Plan
FinTech Consulting
Financial Management
Blockchain
Business IT Alignment
Financial Analysis
Cryptocurrency
Financial Accounting
Intuit QuickBooks

I am a Certified Accountant by profession with an Engineering background in Computer Science. My expertise is in the following areas: Setting up Internal Controls & policies, Financial modeling & its automation, Financial planning & analysis, Cashflow forecasting and management, Investment appraisal, Feasibility study, Business plans, Accounting finalization, Blockchain technology, Cryptocurrencies, Tokenomics etc. I am also great at Negotiations !
$50 hourly
Angela A.
- 5.0
- (21 jobs)
Houston, TX
Financial Advisors
IRS Income Tax Audits
Financial Audit
Financial Plan
Tax Strategy
Bookkeeping
QuickBooks Online
Regulatory Intelligence
Regulatory Compliance
Accounting
Communications
CRM Software
Tax Preparation
Payroll Accounting
Financial Analysis
Tax Law Compliance

Accuracy and timeliness are important to me and I will not complete my work until you are 100% satisfied. Therefore, all work is completed by myself alone (NO OUTSOURCING) and I provide a money back guarantee if your expectations are not met. I am a dedicated professional having 11 years of experience preparing taxes and over 6 years of experience in payroll processing, bookkeeping, project management, data collection, research, and office administration. To leverage my experience, I have also acquired education in both Financial/Managerial Accounting and Google Ads. I am an autonomous individual with a keen ability to navigate numerous complex assignments. I possess the ability to adhere to new tasks and fashion industrious business models with substantial experience in accounting and general business management. My previous work has been used to optimize the financial decision making of companies of varying industries and individuals alike. I am an expert in the following: Payroll Rules and Regulations Personal Tax Filing (Federal/State) and Tax Code State of Texas Quarterly Filing and Registration IRS Remittance/Terminology Chart of Accounts Mastered Applications: Intuit QuickBooks Online Intuit QuickBooks Desktop Intuit Tax Software ADP Payroll Systems Google AdWords Google Analytics Google Ads 360 PDF Conversion Adobe Acrobat DC Pro Microsoft Office Microsoft Outlook Microsoft Word Microsoft Excel Microsoft PowerPoint
$70 hourly
Ahmed E.
- 5.0
- (9 jobs)
Toronto, ON
Financial Advisors
Financial Planning
Financial Modeling
Corporate Finance
Commercial Lending
Credit Repair
Financial Writing
Business Writing
Business Analysis
Financial Analysis

Hello, I’m Ahmed, a seasoned financial consultant based in Toronto, Canada, with over 14 years of experience helping businesses in Canada, the USA, and the Middle East thrive. My passion lies in transforming financial challenges into opportunities for growth by providing tailored, results-driven solutions. What I Do: ======== I specialize in corporate finance, where I help businesses: - Raise Capital (Debt & Equity): Secure funding by negotiating with banks, investors, and financial institutions. - Prepare Comprehensive Financial Plans Develop business plans, financial models, and strategies that attract capital and drive business success. - Mentor Startups: Guide entrepreneurs from idea inception to actionable plans, helping them become investment-ready and scale their ventures. My Expertise: ========== With a background in private equity, venture capital, and senior roles at multinational banks, I bring a wealth of experience across: -Debt Structuring and Fundraising -Business Planning and Financial Modeling -Investment Advisory (Structuring, Valuations, and Due Diligence) -Portfolio Optimization and M&A Consulting -Startup Strategy and Mentorship Track Record of Success: ==================== -Raised millions of dollars for clients across diverse industries, including real estate, manufacturing, F&B, and technology. -Supported startups in securing seed and growth-stage funding by crafting investment-ready business plans. -Negotiated favorable terms with banks and investors, unlocking new growth opportunities for clients. -Helped clients optimize operations through financial analysis and management consulting, driving profitability and scalability. Why Work With Me? ============== -Global Reach: Extensive experience working with clients in Canada, the USA, and the Middle East, ensuring culturally and regionally relevant solutions. -Proven Expertise: A history of delivering results for startups, SMEs, and established corporations in raising funds and achieving financial transformation. -Comprehensive Services: From financial modeling to debt negotiations, I provide end-to-end support tailored to your business needs. -Startup Mentor: As a founder myself, I understand the unique challenges of building a business and provide actionable guidance to help you succeed. Let’s Work Together Whether you’re looking to raise capital, create a robust financial plan, or transform your business idea into a thriving venture, I’m here to help. Let’s collaborate to achieve your financial goals and unlock your business’s full potential. Contact me today to get started on your journey to success!
$40 hourly
Erdem A.
- 5.0
- (7 jobs)
Istanbul, Turkey
Financial Advisors
International Financial Reporting Standards
Financial Reporting
Internal Auditing
Forex Trading
Financial Audit
GAAP
Financial Analysis

Hello! Do you need a Big 4 Financial Auditor to Audit your Financial Statements and preapare your Financial Report? Do you need a Quickbooks/Xero Expert to help out your small business with accounting? SO WHY ME? 4 Years of Financial Audit Experience with a Big 4 firm. Proficient at Microsoft Excel, Microsoft Word and Microsoft POWER BI. Quicbooks and Xero Expert. These are my main services I provide for my Clients - Financial audits of Cash, Account Receivables, Inventory, Fixed Assets, Accounts Payables, Debt, Future Employment Benefits, Income Taxes (Not limitited to those but all Balance Sheet and Income Statement Accounts) - Auditing these accounts using Templates that calculates according to IFRS Standards.(Amortisation for Tangible Assets, Unused Vacation, Royalty Payment Provision,Net Realizable Value Calculation and more...) - IFRS 9 and IFRS 16 Calculation. - Booking Adjusting and Reclassification Entries after the Financial Audit. - Financial reporting under IFRS and GAAP for both Solo and Consolidated Entities. - Financial statements preparation (Balance Sheet, Income statement, Statement of Cash Flow, Change in Shakeholders Equity, Footnotes) - • Transformation of financial statements from GAAP to IFRS.
$40 hourly
Feras A.
- 5.0
- (21 jobs)
Oakville, ON
Financial Advisors
Problem Solving
Financial Statement
Big Data
R
Financial Analysis
Tidyverse
Data Analysis
Microsoft Excel PowerPivot
Data Modeling
Automation
Power Query
Microsoft Power BI
Data Visualization
SQL
Intuit QuickBooks

I offer personalized assistance to business guiding them through QuickBooks product selection, setup, and customized training. My services are crafted to help you master QuickBooks for your bookkeeping needs and train your team to operate more efficiently. We provide tailored consulting and training solutions to meet your specific business requirements, available both on-site and through remote desktop support. Additional services include: - Restructuring your chart of accounts and transactions to better align with management needs and expectations. - In-depth QuickBooks training and continuous support. - Smooth data migration from legacy systems to QuickBooks. - Seamless integration of data between apps and QuickBooks. - Data visualization using Power BI to deliver enhanced insights. - Power Query training to streamline data transformation and analysis. - dplyr training for efficient data manipulation in R. - Automating Excel/CSV file processes using R to save time and reduce manual effort. - Data wrangling using R to clean, organize, and prepare data for analysis. - Converting data from PDF to Excel for easier access and manipulation. - Customized reporting for eCommerce platforms, including **Amazon Seller**, **Amazon Business**, **Shopify**, and other platforms, to provide actionable insights tailored to your business. My goal is to equip you and your team with the tools and knowledge to optimize your business operations, streamline workflows, and make data-driven decisions. Whether it's mastering QuickBooks, automating processes, or generating bespoke reports, I'm here to support your growth and success.
$100 hourly
Wesley K.
- 5.0
- (4 jobs)
San Marino, CA
Financial Advisors
Forecasting
Financial Planning
Business Modeling
Financial Modeling
QuickBooks Online
Financial Analysis
VLOOKUP
Financial Projection
Microsoft Excel
Intuit QuickBooks

Hi there! I am a financial analyst for small businesses with 6+ years of combined experience in finance and accounting at Citi and recently-IPO'ed tech startup, Vroom. I am a freelancer who enjoys working with small to mid-sized businesses and help with their financial modeling, P+L/cash flow management, financial budgeting and forecasting, and accounting. I have also founded a CPG e-commerce business, so I understand the in's and out's of small business finance and accounting. With first-hand experience, I can help with bookkeeping, inventory management, and payroll. I can conduct cost-benefit analyses, return on investment (ROI), financial modeling/planning, data clean-up/optimization, and general business consulting using dynamic Excel models. With a business mindset, I can create models and generate financial reports that paint an overall picture of your business health. I am open to roles as ongoing retainers, as an integrated CFO, or on a project basis like bookkeeping! I'm passionate about being a team member that brings value to busy entrepreneurs and their businesses. I have 6+ years of experience in finance, e-commerce, accounting, startups, marketing analytics and have worked with clients in consumer product goods, tech, retail, fashion, and more. My services include: - Excel Modeling & Data Entry - Finance and Data Reporting - Financial Analysis - Financial Projections - Profit and Loss Management - Budgeting - Marketing Analysis - Bookkeeping (Quickbooks) - Business: LLCs, Corps, Contractors
Want to browse more talent?
Sign up