Name: Financial Analysts
Brand: Upwork
Rating: 4.7 (102 reviews)

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Clients rate Financial Analysts

4.7/5

based on 102 client reviews

$50 hourly
- 5.0/5
- (7 jobs)
Over 7 years of experience in accounting and financial management, specializing in QuickBooks setup, tax planning, and strategic financial solutions. 🔹 Services Offered: 📊 QuickBooks Setup & Optimization 📈 Customized Financial Reporting 📝 Tax Preparation & Compliance 💡 Budgeting & Forecasting 💰 Cash Flow Management 🧾 Business Advisory Services 🔹 Why Choose Me? I am dedicated to providing personalized, client-focused support. My goal is to streamline your financial processes and maximize your profitability. Let’s collaborate to achieve your business goals and enhance your financial strategy!

Financial Analysis
Company Registration
Administrative Support
Tax Preparation
Microsoft Excel
Financial Audit
Financial Report
Data Entry
Bank Reconciliation
Payroll Accounting
Corporate Tax
Accounting
Bookkeeping
Intuit QuickBooks
$75 hourly
- 4.9/5
- (114 jobs)
With over 15 years of experience and recognition as a Top 1% Expert-Vetted Freelancer on Upwork, I am your trusted partner in turning visions into victories. From crafting compelling business plans to building financial models that investors can't ignore, I specialize in delivering results that matter. 🎯 Here’s What I Bring to the Table: - Strategic business planning that drives growth. - Investor-ready pitch decks that captivate and persuade. - Tailored business proposals designed to win. - Expert Virtual CFO services for seamless financial leadership. Having empowered over 200 companies worldwide, I’ve consistently transformed ideas into success stories, setting benchmarks for excellence along the way. Let's create something extraordinary together! 🚀 What sets me apart? Beyond the top-tier ranking, I hold the prestigious Expert-Vetted status on Upwork—an accolade whispered about in large enterprises. It's an exclusive nod to my prowess, visible only to those seeking the absolute best. I don't just crunch numbers; I orchestrate financial symphonies, turning complexities into opportunities. —let's redefine success together.

Financial Analysis
Pitchbook
Business Plan Writing
Pitch Deck
Financial Modeling
Financial Model
Feasibility Study
Executive Summary
Business Plan
Startup Consulting
Business Planning & Strategy
Business Services
Business Proposal Writing
Market Research
Business Analysis
$50 hourly
- 4.6/5
- (23 jobs)
Dynamic and results-driven 𝗖𝗵𝗶𝗲𝗳 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗢𝗳𝗳𝗶𝗰𝗲𝗿 (𝗖𝗙𝗢) and 𝗘𝗥𝗣 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 with extensive expertise in Accounting, Finance, Audit, Tax and Business Process Optimization. With a proven track record of over a decade in strategic financial management, the development of 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝗮𝗻𝗱 𝗽𝗼𝗹𝗶𝗰𝗶𝗲𝘀, and ERP system implementations, I bring a holistic approach to enhancing organizational efficiency and profitability. 𝐊𝐞𝐲 𝐜𝐨𝐦𝐩𝐞𝐭𝐞𝐧𝐜𝐢𝐞𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞: 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Expert in financial planning, budgeting, and forecasting, with a strong ability to prepare, review, and analyse comprehensive financial statements to drive informed decision-making. 𝗘𝗥𝗣 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻: Skilled in leading the implementation of ERP systems (e.g., Odoo, SAP, Oracle, Zoho) tailored to meet business needs, improve financial reporting accuracy, and streamline end-to-end financial processes. 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗮𝗻𝗱 𝗣𝗼𝗹𝗶𝗰𝘆 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: Proficient in designing and implementing robust accounting policies, internal controls, and financial processes to ensure compliance, minimize risk, and enhance operational efficiency. 𝗧𝗮𝘅 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴: Specialized in VAT and Corporate Tax advisory, ensuring compliance with tax regulations and providing strategic insights for tax planning and optimization. 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝗮𝗻𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴: Adept at providing bookkeeping services, developing accounting policies, and conducting training sessions on various accounting software platforms, empowering teams with essential financial management skills. 𝗦𝘁𝗮𝗸𝗲𝗵𝗼𝗹𝗱𝗲𝗿 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻: Demonstrates a strong ability to collaborate with cross-functional teams, senior management, and external partners to drive financial performance and business growth. With a focus on delivering actionable insights and leveraging technology to enhance financial visibility, I am committed to helping organizations streamline their financial operations, optimize resources, and achieve sustainable growth. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝘀: I am a Certified Public Accountant (CPA), Chartered Accountant (Finalist), and Certified Financial Consultant with 16 years of experience in auditing, accounting, bookkeeping, and tax consulting (specializing in UAE VAT), based in Dubai. 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗘𝘅𝗽𝗲𝗿𝘁: Certified in QuickBooks Desktop (Ignite) and a Certified ProAdvisor in QuickBooks Online. 𝗫𝗲𝗿𝗼 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁: Xero Advisor Certified and a member of the Xero Partner Program, offering comprehensive bookkeeping services using Xero. 𝗕𝗮𝘀𝗶𝗰 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝘀: 1. Income Statement (Profit & Loss Statement) 2. Balance Sheet 3. Cash Flow Statement 4. Trial Balance 5. General Ledger Report 6. Accounts Receivable Aging Report 7. Accounts Payable Aging Report 8. Bank Reconciliation Report 9. Payroll Summary Report 10. Sales Summary Report 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 & 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝗶𝗮𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝘀: 11. Budget vs. Actual Analysis 12. Expense Analysis Report 13. Revenue by Product/Service Report 14. Departmental Financial Performance Report 15. Inventory Valuation Report 16. Fixed Assets Register and Depreciation Schedule 17. Break-even Analysis 18. Contribution Margin Report 19. Variance Analysis Report 20. Cash Flow Forecasting 21. Customer Profitability Analysis 22. Vendor Spend Analysis 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝘀: 23. Financial Ratio Analysis (Liquidity, Profitability, Solvency Ratios) 24. EBITDA and Adjusted EBITDA Report 25. KPI Dashboard and Scorecards 26. Rolling Forecast Report 27. Scenario Analysis Report (Best/Worst Case) 28. Working Capital Analysis 29. Debt Service Coverage Ratio (DSCR) Report 30. Earnings Per Share (EPS) Analysis 31. Return on Investment (ROI) and Internal Rate of Return (IRR) Calculations 32. Net Present Value (NPV) Analysis 33. Sensitivity Analysis 34. Cost-Benefit Analysis 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗧𝗮𝘅 𝗥𝗲𝗽𝗼𝗿𝘁𝘀: 35. VAT Returns and Reconciliation Report (UAE VAT-specific) 36. Corporate Tax Calculation Report 37. Transfer Pricing Documentation 38. Tax Provision Report 39. Regulatory Compliance Report (IFRS, GAAP) 40. Audit Trail Report 41. Risk Assessment and Compliance Report 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗮𝗻𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗲𝗽𝗼𝗿𝘁𝘀: 42. Board Presentation Pack 43. Executive Summary Report 44. Business Valuation Report 45. Investor Relations Report 46. Debt and Equity Financing Analysis 47. Capital Structure Analysis 48. Mergers & Acquisitions (M&A) Analysis 49. Due Diligence Reports 𝗘𝗥𝗣 𝗮𝗻𝗱 𝗦𝘆𝘀𝘁𝗲𝗺-𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗲𝗱 𝗥: 50. Real-time Financial Dashboard 51. Multi-Entity Consolidated Financial Statements 52. Segment Reporting (by location, business unit, or product line)

Financial Analysis
Corporate Tax
Value-Added Tax
Chart of Accounts
Inventory Management
Income Statement
Month-End Close Assistance
Xero
Financial Statement
Tax Return
Accounts Receivable
Bank Reconciliation
Accounts Payable
Intuit QuickBooks
Zoho Books
$60 hourly
- 4.9/5
- (328 jobs)
✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)

Financial Analysis
Corporate Finance
Financial Modeling
Process Improvement
Business Process Reengineering
Business Process Modeling
Financial Management
Business Plan
Business Analysis
Strategic Plan
$30 hourly
- 4.9/5
- (51 jobs)
I am a professionally certified accountant (ACCA, UK) with nearly 8 years of experience in accounting and finance and hold a valid license in United Arab Emirates to work as a tax consultant and accountant. I have built and maintained a top-rated profile by consistently delivering exceptional services to my clients throughout my career. My services include: Bookkeeping & Financial Statements: Bookkeeping in accounting software, ERP and preparation of financial statements, including consolidation for group companies, in compliance with IFRS & GAAP. Audit Support: Managing queries from internal and external auditors to facilitate smooth audits, catering to both startups and public limited companies. Accounts Review and Finalization: Cleaning up accounts for audits and tax return purposes. VAT Returns Filing: Specialized in handling of UK, EU, US & UAE VAT return filing. Accounts Reconciliations: Ensuring accuracy and completeness across financial records. Payroll Services: Specialized in UK, UAE & US payroll management. Accounting System Setup: Implementing accounting software and structuring the chart of accounts. Corporate Tax Registration and Filing: Can apply your corporate tax registration and complete your corporate tax filing in accordance with the applicable law and regulations. Cost Control: Analysis and monitoring to optimize operational expenses. KPI Identification & Data Analysis: Utilizing Power BI and Zoho Analytics to provide actionable insights. Budgeting & Forecasting: Developing budgets, forecasts, and variance reports to support informed management decisions. Receipt Management: Maintaining transaction documentation to ensure compliance. Company Setup: Assistance with business setup, bank account opening, and visa services in the UAE at competitive rates. I have extensive experience in a wide range of accounting, analytics, and ERP systems, ensuring seamless financial management and reporting tailored to your needs. Below is list of softwares QuickBooks Accountant: Certified with the ability to offer subscription discounts. Xero: Proficient in managing and optimizing workflows. Zoho Suite: Expertise in Zoho Books, Zoho Analytics, Zoho CRM, Zoho Inventory, and Zoho Expense for comprehensive business solutions. Microsoft Excel: Advanced skills for data analysis, reporting, and financial modeling. Power BI: Skilled in creating data visualizations and actionable insights. SAP FICO: In-depth experience with SAP’s Financial and Controlling modules. Odoo ERP: Knowledgeable in managing Odoo for streamlined enterprise processes. Microsoft Dynamics 365: Experienced in implementing and optimizing Dynamics 365 for business operations. I am committed to going the extra mile and proactively delivering exceptional service to my clients. This dedication has led to lasting relationships, with clients consistently choosing to work with me long-term.

Financial Analysis
Sales Tax
Cost Accounting
Xero
Financial Statement
Price Optimization
Payroll Accounting
Tax Return
Bookkeeping
Zoho Books
Tax Preparation
Bank Reconciliation
Invoicing
Intuit QuickBooks
$25 hourly
- 4.9/5
- (32 jobs)
Hello! 👋 I'm Hamza S., a highly organized, accurate, and client-focused Chartered Management Accountant - CIMA UK, ready to assist you in moving forward. My specialization lies in leveraging advanced AI Accounting and SaaS solutions to provide businesses with insightful financial information that facilitates effective decision-making. Are you a business owner needing a Financial Planning & Analysis expert with cutting-edge AI and SaaS expertise? My Expertise: Proficiency in SAP ECC, SAP S/4HANA, SAP BPC, SAP Ariba, and SAP Anaplan Advanced Power BI dashboard creation and analysis Specialized knowledge in AI Accounting and SaaS Maintaining a complete and accurate record of all financial transactions systematically and orderly Providing real-time access to updated financial information Facilitating easy assessment of business profits or losses Enabling business owners to visualize their company's financial position and growth 📈 Industries Served: 🌎 CPA Firms, IT & Technology, SaaS Software Companies, Real Estate & Airbnb, Digital & Marketing, Doctors & Therapists Consultants, Construction, Hospitality, Restaurants, Farming, Cryptocurrency, Digital Currency, Fintech, Manufacturing, Service Companies, E-Commerce Platforms like Daraz, Shopify, Etsy, eBay, Walmart, and retailers of international brands in UAE, MENA, SEA, and Europe. Technologies & Skills: • Proficient in QuickBooks Online & QuickBooks Desktop, XERO, Sage, Odoo Accounting, Oracle, Blackline, Loan Vision NetSuite, Zoho Books, Wave Apps, Microsoft Dynamics AX, Buildium, AppFolio, etc. • Proficient in tax software: Avalara, Drake, Pro Connect Tax, Lacerte • Experience with third-party bookkeeping apps such as Lightyear, Concour, A2X, Gusto, Bill.com, PayPal, Stripe, & Square • Proven in Accounting and Reporting processes under IFRS & US GAAP • Skilled in Federal and Multi-State Tax returns preparation • Familiarity with tax laws and other compliance regulations • Expertise in analyzing large datasets and generating insightful reports • Critical thinking and close attention to detail • Capable of managing processes under tight schedules and meeting deadlines Services Offered: ✅ Financial Planning & Analysis: Preparation of Monthly, Quarterly & Annual Financial Reports (Profit & Loss Statements, Balance Sheets & Cash Flow Statements) Annual Budgets & Forecasts Projected Cash Flow Statements Business Plans & Financial Projections Financial Analysis ✅ Bookkeeping/Accounting: Setting up new companies in accounting software Establishing and fixing the chart of accounts Cleaning up, catching up, and providing training Account reconciliation, bank reconciliation, and credit card reconciliation Full-cycle bookkeeping and ongoing maintenance Accounts Payable/Accounts Receivable management Inventory management Payroll processing and management Developing workflows, systems, and processes Mapping/Integration/Reconciliations of payment processors such as Plooto, Bill.com, PayPal, Stripe, Square Client Testimonials: ⭐️⭐️⭐️⭐️⭐️ "Top quality work, highly recommend. Great fast work, great communication and really took the time to talk to me to understand what I really want. I will definitely work with him again 100%. Thank you, fab job." What You'll Get When You Choose Me: ⭐️ Clear, effective communication ⭐️ Precise, quality recommendations to ensure success for your business ⭐️ A focused, collaborative approach to work with you and your team ⭐️ Results-focused approach that delivers value to your business Thank you for learning about me! Please feel free to invite me to your project if you believe I can assist you in achieving your financial goals. Regards, Hamza S.

Financial Analysis
Business Intelligence
CRM Software
Stripe
Management Skills
Financial Modeling
Odoo
Business Plan
Bank Reconciliation
Accounts Payable
Accounts Receivable
QuickBooks Online
Cash Flow Analysis
Xero
Data Analysis
$22 hourly
- 5.0/5
- (18 jobs)
Hello! I'm Haroon Haider , a multifaceted professional with a rich tapestry of experience across various industries. As a seasoned professional in senior management, I specialize in government contracting, logistics, and supply chain management across sectors like oil and gas, vehicles, machinery, equipment, food and beverages, and international trade. My expertise includes: - Strategic Business Development: I have a proven track record in capturing and developing business opportunities, particularly in U.S. Federal Government contracting. My skills encompass RFP compliance, FAR, FFP, and subcontracts management. - Project Management and Oversight: I am adept at project planning, strategy formation, oversight, and staff management. I have demonstrated success in budget management and client/consultant management. - Global Experience: My career spans diverse geographical locations including the Middle East, Africa, and Central Asia, which has equipped me with a global perspective and adaptability in international markets. - Financial Markets Expertise: I possess skills in equities, commodities, options, and physical commodity trade, underpinned by a strong background in value investing and technical analysis. - Risk Management and Compliance: I am proficient in managing risk and ensuring compliance with relevant regulations and standards, ensuring operational efficiency and regulatory adherence. - Innovative Problem Solving: Recognized for my ability to develop and implement creative strategies and solutions in challenging and competitive environments. - Diverse Industry Knowledge: My experience extends to various industries such as renewable energy, construction, and food distribution, showcasing my versatility and adaptability. My unique blend of strategic vision, industry knowledge, and global experience positions me as a valuable asset for organizations seeking to navigate complex business environments and achieve sustainable growth.

Financial Analysis
Copywriting
Supply Chain Modeling
Ghostwriting
Financial Model
Financial Writing
Real Estate Business Plan
Legal Writing
IT Consultation
IT Procurement
Business Plan Writing
Government Procurement
Business Proposal Writing
Grant Proposal
Proposal Writing
$10 hourly
- 5.0/5
- (12 jobs)
I am an accounting & finance professional with more than 6 years of professional experience . I have worked with many small & medium size businesses in providing accounting & tax consultancy, preparing financial statements, UAE based tax consultancy, trade license opening for both mainland & freezone companies. Below is a list of my professional services I am offering to my clients: 1) Accounting & Bookkeeping 2) UAE based tax consultancy ( VAT registration, corporate tax registration, quarterly VAT filing) 3) Preparation of financial statements for businesses to figure out the financial performance & financial position of businesses. 4) Trade License opening for both mainland & freezone companies 5) Financial Model preparation, feasibility reporting, budgeting & financial analysis 6) Corporate services & other administrative support In addition, I have expertise in the following accounting software: 1) Quick Books Online 2) Zoho Books 3) Xero 4) Quick Books Desktop 5) Netsuite If you need any help related to the above mentioned field, do not hesitate to reach out to me for serving you to the best of my professional skills.

Financial Analysis
Financial Statement
Oracle NetSuite
Zoho Books
Xero
QuickBooks Online
Tax Accounting
Management Consulting
Accounting
$45 hourly
- 4.8/5
- (216 jobs)
✨ 16+ 𝒀𝒆𝒂𝒓𝒔 𝒐𝒇 𝑬𝒙𝒄𝒆𝒍𝒍𝒆𝒏𝒄𝒆 | 1500+ 𝑪𝒍𝒊𝒆𝒏𝒕𝒔 𝑺𝒆𝒓𝒗𝒆𝒅 𝑾𝒐𝒓𝒍𝒅𝒘𝒊𝒅𝒆 ✨ Welcome! I’m a seasoned financial and corporate services consultant offering a diverse range of solutions, from financial modeling and business planning to corporate services and company formation. With over 16 years of experience and a global client base, I’m here to help businesses succeed. 🟢𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐌𝐞? 🔸 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆: Strategic guidance on budgeting, forecasting, cash flow management, and financial analysis for business growth. 🔸 𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴: Accurate and efficient financial record-keeping using tools like QuickBooks, Xero, and SAP. 🔸 𝗖𝘂𝘀𝘁𝗼𝗺 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀: Robust forecasts and scenario analyses tailored to your business. 🔸 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: Actionable, investor-ready business plans aligned with your goals. 🔸 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗥𝗲𝗮𝗱𝘆 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Engaging, data-driven presentations to secure investor interest. 🔸 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: ▪️ UAE company formation (Mainland & Free Zone) ▪️ VAT registration and compliance ▪️ PRO services for government liaison ▪️ Trademark registration and document processing 📌 𝐔𝐀𝐄 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐅𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 (𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝 & 𝐅𝐫𝐞𝐞 𝐙𝐨𝐧𝐞) We assist businesses in seamlessly registering their companies in 𝗯𝗼𝘁𝗵 𝗠𝗮𝗶𝗻𝗹𝗮𝗻𝗱 𝗮𝗻𝗱 𝗙𝗿𝗲𝗲 𝗭𝗼𝗻𝗲 in the UAE. ▪️ 𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: Ideal for businesses targeting the local UAE market, with unlimited access to government tenders and contracts. ▪️ 𝐅𝐫𝐞𝐞 𝐙𝐨𝐧𝐞 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐅𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧: We partner with all major UAE Free Zones, including: ▪️ Meydan Freezone ▪️ Dubai Multi Commodities Centre (DMCC) ▪️ Jebel Ali Free Zone Authority (JAFZA) ▪️ International Free Zone Authority (IFZA) ▪️ Sharjah Publishing City Free Zone (SPC Free Zone) ▪️ Ajman Free Zone (AFZ) ▪️ Fujairah Free Zone (FFZA) ▪️ Ras Al Khaimah Economic Zone (RAKEZ) 📌 𝐊𝐞𝐲 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: ⦿ Tax & VAT Compliance ⦿ QuickBooks & Xero Certified Expert ⦿ Financial Planning & Analysis (FP&A) ⦿ Budgeting & Forecasting ⦿ Financial Reporting & Cash Flow Management ⦿ Business Plan Development ⦿ Market Research & Strategic Analysis ⦿ Valuation & Scenario Analysis ⦿ Payroll & Tax Preparation Support 🏭 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐒𝐞𝐫𝐯𝐞𝐝: I have extensive experience across a range of industries, including: ⦿ E-commerce (Amazon, eBay, Shopify, etc.) ⦿ Real Estate & Property Management ⦿ Technology & SaaS ⦿ Healthcare & Biotech ⦿ FinTech & Financial Services ⦿ Consumer Goods & Retail 📈 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬: 🔹 $100M+ raised for startups and businesses through strategic financial modeling and pitch deck development. 🔹 95% success rate in securing investor meetings and funding. 🔹 1,000+ clients worldwide, with over 500 positive reviews and a consistent 5-star rating. 💬 𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 ⭐⭐⭐⭐⭐ “This was our first time working together, but it was so easy to get started and Sadaf quickly understood our targets and accommodated the way we work. She was extremely patient with our continuous change in deliverables, worked hard to meet our expectations and often suggested how we could improve our work and make the project more efficient. Well skilled in her profession and an absolute pleasure to work with.” — 𝑳𝒂𝒓𝒔 𝑵𝒂𝒓𝒇𝒆𝒍𝒅𝒕, 𝑪𝑶𝑶 ⭐️⭐️⭐️⭐️⭐️ "Sadaf was above & beyond what we could’ve asked for! I will certainly hire her again, and will recommend her to anyone I can! Her and her team’s quality of work is excellent, and she gets things done very quickly. She is very engaging, and responsive, there for our every beckon call. She spent nearly an hour on a phone call with us to go over the numbers and helped us brainstorm some new numbers when we needed them. Amazing, incredibly talented professional – you will be doing yourself a big favor if you hire her!! 🙂" — 𝑬𝒎𝒎𝒂 𝑺á𝒏𝒄𝒉𝒆𝒛 𝑨𝒏𝒅𝒓𝒂𝒅𝒆 𝑺𝒎𝒊𝒕𝒉, 𝑪𝒐-𝑭𝒐𝒖𝒏𝒅𝒆𝒓 ⭐️⭐️⭐️⭐️⭐️ "Excellent and professional approach and I am happy with the results. The working with team Oak Consultant was wonderful and all assignments were completed with lot of energy and professionalism by members of the team." — 𝑳𝒂𝒍𝒊𝒕 𝑽𝒊𝒅𝒉𝒂𝒏𝒊, 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒏𝒕 📝 𝑳𝒆𝒕'𝒔 𝑪𝒐𝒍𝒍𝒂𝒃𝒐𝒓𝒂𝒕𝒆! Are you ready to elevate your business with expert financial guidance? Whether you need ongoing accounting support, a detailed financial model, or a strategic business plan, I’m here to help you succeed. Let’s set up a call and explore how my services can contribute to your success. 📞 𝑩𝒐𝒐𝒌 𝒂 30-𝑴𝒊𝒏𝒖𝒕𝒆 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒕𝒊𝒐𝒏 𝑻𝒐𝒅𝒂𝒚!

Financial Analysis
Financial Accounting
Business Valuation
Financial Modeling
Market Analysis
Pitchbook
Startup Consulting
SaaS
Microsoft Excel
Business Process Modeling
Xero
Cost Accounting
Venture Capital Consulting
Business Plan
$45 hourly
- 5.0/5
- (43 jobs)
Chartered Accountant (FCCA) and Certified Internal Auditor (CIA) with 16 years of experience with two of the Big Four firms (EY and Deloitte) and various industries. Specialties: Accounting | Finance | Tax | Audit Work History: Financial Statements | Financial Models | Budgeting | Bookkeeping (QuickBooks/Xero/Sage/ NetSuite) | Audit, and a lot more! I care about my profile rating/reviews, completion rate, and top performer badge; therefore, I do not apply for assignments that I'm not 100% sure about. If you have received my application, it means that I will provide the quality and speed that you are looking for. Please feel free to contact me.

Financial Analysis
Cash Flow Analysis
Financial Audit
General Ledger
GAAP
Finance
Financial Statement
Finance & Accounting
Forecasting
International Financial Reporting Standards
CPA
Bookkeeping
Budget
Financial Statements Preparation
Financial Model
Internal Auditing
$20 hourly
- 4.6/5
- (54 jobs)
🌟If you are a startup founder who wants to secure funding but can't seem to find a way for business plans, financial models, valuations, and pitch deck presentations, watch out. 🌟Hi there! I'm Waleed Ahsan, a seasoned consultant dedicated to helping startups and small businesses achieve their goals. With over 6 years of experience in financial modeling, business planning, and investor presentations, I offer a comprehensive suite of services designed to propel your business forward. 📊 Financial Services Robust Financial Modeling: Create detailed financial models that provide a clear picture of your company's financial health and potential. Financial Analysis & Forecasting: Gain insights into your business's performance with in-depth analysis and accurate forecasting. Budgeting & Financial Planning: Develop strategic budgets and financial plans that align with your business goals and drive sustainable growth. 📈 Business Services Comprehensive Business Plans: Craft compelling business plans that highlight your startup's potential and secure necessary funding. Market Research & Analysis: Understand your market and competition with thorough research and analysis. Strategic Business Consulting: Receive expert advice on strategy, operations, and growth, tailored to your unique needs and challenges. 🎤 Business Presentation Services Investor Pitch Decks: Design persuasive pitch decks that captivate investors and effectively communicate your value proposition. Executive Presentations: Create professional and impactful presentations for board meetings, stakeholder updates, and more. Presentation Coaching: Enhance your presentation skills with personalized coaching to deliver your message confidently and clearly. 🌟 Why Choose Me? Proven Track Record: Successfully helped numerous clients secure funding, streamline operations, and achieve their business goals. Tailored Approach: Understands that every business is unique, and tailors services to meet specific needs and objectives. Commitment to Excellence: Dedicated to providing high-quality services that deliver tangible results, ensuring your satisfaction and success. 🗣 Client Testimonial "Waleed was extremely punctual in his work. He did a great job of pooling together information. He worked swiftly and produced good quality of work for a business plan. He was able to fill in the blanks via research where we did not provide information. Great work!" 🚀 Let’s Work Together! Elevate your business to new heights with expert financial, business, and presentation services. Contact me today to discuss your project and see how we can achieve your business goals together!

Financial Analysis
Financial Writing
Business Planning & Strategy
Pitch Deck
Business Plan
Microsoft PowerPoint
Financial Modeling
Business Proposal
Business Plan Writing
Business Consulting
Feasibility Study
Financial Consulting
Business Presentation
Cash Flow Statement
Microsoft Excel
$15 hourly
- 4.3/5
- (15 jobs)
I am an ERPNext consultant, trainer, and accountant by profession, giving consultancy to individuals and corporate clients. I can train you in the following modules of ERPNext: • Accounting • Selling • Buying • Assets • HRM • Payroll • Stock • Retail • Manufacturing • CRM Apart from that, I am also a full-time ERPNext and QuickBooks accountant and bookkeeper. As an Accountant I can help you with the following: • Bookkeeping of your financial transactions in ERPNext and QuickBooks. • Bank reconciliation in ERPnext and QuickBooks • Stock reconciliation / • Account payable and receivables management • Financial statements preparation i.e. Balance sheet, Profit & Loss statement, cash flow. • Financial analysis in MS Excel • Data visualization in Excel.

Financial Analysis
Bookkeeping
Cash Flow Statement
Ratio Analysis
Financial Statement
QuickBooks Online
ERPNext
Enterprise Resource Planning
Microsoft Excel
Intuit QuickBooks
Income Statement
Balance Sheet
Bank Reconciliation
General Ledger
Financial Accounting
$15 hourly
- 4.5/5
- (87 jobs)
Hello! I'm Nawal Kishore Tiwari, a seasoned Enrolled Agent and Certified QuickBooks Online ProAdvisor with over 17 years of expertise in US Tax Services, Bookkeeping, and Global Financial Management. Throughout my career, I have built a strong reputation as a top-rated professional on Upwork since 2013, delivering over 20,000 hours of exceptional services to businesses worldwide. My commitment to accuracy, compliance, and strategic financial insights has enabled clients to achieve success in both day-to-day operations and long-term planning. 🌟 Why Choose Me? Expertise in US Tax & Compliance: As a USA Tax specialist, I bring deep knowledge of individual and corporate tax regulations, ensuring your tax filings are accurate, timely, and optimized for savings. Certified QuickBooks Online & Xero Advisor: With certifications in both QuickBooks and Xero since 2013, I am proficient in utilizing these tools to streamline your bookkeeping, accounting, and tax preparation processes. UAE Corporate Tax Services: I offer expertise in UAE corporate tax registration, compliance, and filing, ensuring adherence to local tax laws. Australian Business Accounting & BAS Preparation: I provide comprehensive accounting services and preparation of Business Activity Statements (BAS) for Australian businesses, ensuring full compliance with ATO regulations. UK VAT Preparation & Bookkeeping: I manage VAT preparation, filings, and bookkeeping for UK clients, ensuring compliance with HMRC regulations while delivering clear financial reports. Bookkeeping Review Services: I ensure your financial data is accurate and compliant through meticulous bookkeeping reviews, catching discrepancies early and providing reliable financial reporting. Global Experience: My diverse portfolio includes work with clients across the US, UK, Australia, UAE, and beyond, offering adaptable, customized solutions for various industries, including eCommerce and service-based businesses. 🔍 My Core Specializations Include: Bookkeeping Services & Financial Reporting: From maintaining clean books to delivering precise financial reports, I ensure your business runs smoothly with full financial transparency. Payroll & Sales Tax Management: Efficiently managing payroll, sales tax filings, and compliance in the US, UK, Australia, and UAE to keep your business tax obligations in check. Accounts Receivable & Payable: Streamlining AR & AP processes to improve cash flow and ensure timely payments. Bank & Credit Card Reconciliation: Providing comprehensive reconciliation services to eliminate discrepancies and ensure accurate records. Cost Optimization: Offering strategic advice on cost management to maximize profitability and minimize waste. Ecommerce Accounting: With 7+ years of experience integrating A2X with QuickBooks and Xero for platforms like Amazon, Shopify, and Walmart, I deliver seamless eCommerce bookkeeping solutions. ✨ The Value I Add to Your Business: Accurate Financial Reporting: I provide reliable and insightful financial reports, giving you the data you need to make informed business decisions. Tax Compliance & Savings: My thorough knowledge of US, UK, Australian, and UAE tax laws helps optimize your filings, ensuring compliance while identifying opportunities for tax savings. Strategic Financial Planning: I don’t just manage your books; I offer proactive financial strategies that improve your operational efficiency and promote long-term growth. Tailored Solutions: Every business is unique, and I take the time to understand your specific needs, delivering customized services that drive results. Let’s work together to enhance your financial management and ensure tax compliance, so you can focus on growing your business. Contact me today, and let’s discuss how I can contribute to your success!

Financial Analysis
International Financial Reporting Standards
Intuit TurboTax
Xero
Accounts Payable Management
Cost Accounting
Accounts Receivable Management
Bookkeeping
Clear Books
Technical Accounting
Financial Accounting
Tax Preparation
Intuit QuickBooks
$14 hourly
- 4.3/5
- (80 jobs)
I have more than 11 years of experience in the field of accounting and finance. I am here to handle all of your bookkeeping needs. I am proficient in Quickbooks desktop & online,Xero, Appfolio, Buildium, Zoho Books, Rent Manager. Capable to work on Freshbooks, Propertyware,Netsuite,Myob, Wave,Sage, Guesty, Tenantcloud, Arthur Online, Quicken etc. I can help you with: - Setting up your company on new accounting software - Accounts Payable - Accounts Receivable - Payroll - Reconciliations (bank, cc, merchant account, Inter Company, Loan, mortgage etc) - Financial Analysis/ Reporting - Inventory tracking and integration - Sales Tax ; all other accounts related activities. I have gained extensive knowledge on Property Management Business; also managing a diverse skill of human resources who are dealing with all kinds of property management and marketing. As a professional with specific skills and experience my goal is to satisfy our clients with quality services. I am happy to support with your required concern therefore please feel free to contact with me at your convenient.

Financial Analysis
AppFolio
Wave Accounting
Buildium
Xero
Financial Reporting
Intuit QuickBooks
Bookkeeping
$11 hourly
- 4.5/5
- (13 jobs)
Hello! I’m George, a Certified Accountant (CA/CMA) with over 10 years of experience in financial management, bookkeeping, and tax preparation. I specialize in helping small to medium-sized businesses streamline accounting, UAE VAT, and monthly financial reports. What I Offer: Comprehensive bookkeeping services using QuickBooks, ZohoBooks,Xero etc Timely financial reporting to help you understand your business’s financial health. Tax preparation ,especially UAE VAT and Corporate Tax Budgeting and forecasting to support your business growth and strategic planning. Payroll management to ensure your employees are paid accurately and on time. Why Choose Me: Expertise: With a strong background in accounting and finance, I bring a deep understanding of financial principles and best practices. Accuracy: My attention to detail ensures that your financial records are always accurate and up-to-date. Reliability: I am committed to meeting deadlines and providing consistent, high-quality service. Communication: I believe in clear and open communication to ensure we’re always on the same page. Let’s work together to keep your finances in perfect order so you can focus on growing your business. Feel free to reach out to discuss how I can help you achieve your financial goals. Looking forward to collaborating with you! Best Regards George

Financial Analysis
Taxes
CPA
QuickBooks Online
Accounts Payable Management
Financial Reporting
Accounts Receivable Management
Xero
Financial Accounting
Bookkeeping
Financial Projection
Budget Management
Zoho Books
Bank Reconciliation
Microsoft Excel
$65 hourly
- 5.0/5
- (20 jobs)
Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP

Financial Analysis
Accounting Principles & Practices
Google Sheets
Corporate Finance
Management Consulting
Financial Planning
Financial Modeling
Management Accounting
Microsoft Excel
Financial Projection
Financial Accounting
Financial Report
$125 hourly
- 5.0/5
- (53 jobs)
Book a meeting: calendly.com/kuberbindra/30min An experienced Investment Banking & VC professional, A qualified Chartered Accountant, CFA L1 and a graduate in Commerce. Have worked with various investment banks, consulting firms, private equity firms, venture capital firms, hedge funds and startup companies globally An investment banker with previous experience at Bank of America, Man Group (Hedge Fund), Pegase Capital and Blacksoil Capital in Europe, US and India. Demonstrated history in providing strategic and corporate finance services to the clients globally. Key skills and services include: Specialized in M&A, Venture Capital, Private Equity and Project Finance deals with top rated skills in Financial modeling, Pitch decks, Business Plans and Financial / data analysis, . A quick snapshot of services provided: - Pitch Deck / Investor Deck / Presentations - Startup consulting, pro-forma projections and materials - Forecasting and TWCF cashflow analysis - DCF/Valuation Models - Business plans and market research - Financial models for real estate projects - Financial models at a fund level and also at portfolio level - Financial models for Leveraged Buyouts and mergers - Review/auditing of financial models - Remote CFO I take pride in my work and I am only satisfied if you are as well. I build long term collaboration with my clients and help them in their necessary requirements.

Financial Analysis
Business Development
Investment Research
Private Equity
Mergers & Acquisitions
Financial Management
Corporate Finance
Investment Banking
Financial Modeling
Company Valuation
$35 hourly
- 4.9/5
- (30 jobs)
Thank you for looking at my Accounting, Bookkeeping and Managment Consultant profile. Being an UPWORK TOP RATED PLUS Freelancer with 100% JSS in accounting, bookkeeping and audit assignments, In addition I am QuickBooks online ProAdvisor and Advance certification, I bring to the table for YOU:- 1. Accounting/bookkeeping- Using QuickBooks, Xero, Wave, Zoho Sage etc. 2. Managment Consultancy- Financial and Management Reporting, Internal and external audit and Finance transformation, Financial and Data analysis, Financial Planning and Budgeting Application of IFRS and US GAAP etc. Professionally I am a Qualified Chartered Accountant FCCA UK, ACCA UK and CA UAE with more than 15 years of experience in Accounting, Bookkeeping and audit including the experience in one of Big 4 audit firm Ernst & Young (EY). My top skills comprises the following: 1-Accounting in QuickBooks, XERO, Wave and other Accounting Software's. 2-Accounting and Book-Keeping Services Including E-Commerce and other Businesses 3-VAT Consultancy, Filing and VAT Related Services 4-Accounting Standards Evaluation and Implementation – GAAP & IFRS 5-Bank Reconciliations statements 6-Reconciliations, and Management Summary 7-Inventory Management 8-Financial Modeling / Forecasting Budgeting 9-Accounts Receivable / Accounts Payable Management 10-Audit & Risk Management Service 11-Business Advisory Services As currently I am providing Accounting & Bookkeeping Services to different clients and interested to offer you same services as per the requirements Lastly you are welcome to contact me to arrange an interview. I am eager to learn more about how your organization can benefit from my contribution. Kind Regards Arshad Yousuf

Financial Analysis
Xero
Bank Reconciliation
Microsoft Excel
Accounting
Bookkeeping
General Ledger
Cash Flow Statement
Intuit QuickBooks
Balance Sheet
Income Statement
Financial Audit
Tax Preparation
$85 hourly
- 5.0/5
- (5 jobs)
Experienced finance professional with 12.0+ years of experience in real estate, equity research, investment banking, and fundraising and a good understanding and comprehension of the equity, debt, and alternative investment market. Sector agnostic in taking assignments. Happy to assist clients in all stages of transactions which involves the origination of deals, industry & company research, preparing pitch books, financial models, and valuation. My core competencies include - Financial Modeling, Due Diligence, Strong Analytical skills, Deal Origination & Structuring, Investment deck & pitchbook, Company's valuation, Cap table, and, other shareholders-related activities, Fundraising. About my qualification, I graduated from the Indian Institute of Technology, Kanpur in 2010 with a Bachelor of Technology (B.Tech) degree in Civil Engineering, and have cleared all three levels of CFA Institute, USA.

Financial Analysis
Valuation
Management Consulting
Investment Banking
Real Estate
Fundraising
Pitch Deck
Company Valuation
Financial Modeling
Financial Analysis & Valuation
Chartered Financial Analyst
Startup Company
Business Plan
Private Equity
Microsoft Excel
$46 hourly
- 4.9/5
- (3 jobs)
I am always working with and learning from data; it allows me to constantly try new things, solve problems and have an impact. So far, I have been successful in this goal. My professional pathway has organically evolved into the Data Science field following ten years in marketing analytics and product management. My set of tools and technologies grows larger everyday, and currently includes: - SQL: MySQL, PostgreSQL, MS SQL, BigQuery -NoSQL: MongoDB - BI / Analytics / Data Visualization: Power BI, Tableau, Excel, Dash, Plotly, R Shiny dashboards, Metabase, Google Data Studio, Looker - E-mail marketing tools: MailChimp, Zoho, GetResponse - Programming: Python, Scala, R - Geospatial data: Postgis, QGIS, GDAL - Issue tracking, version control: JIRA, Git, Github, GitLab - Other solutions: Google Cloud, MongoDB, Hadoop

Financial Analysis
Statistical Analysis
Statistics
Financial Writing
Financial Report
Financial Modeling
Data Science
Data Mining
Data Modeling
Management Consulting
Analytics
Business Modeling
Linear Programming
Quantitative Analysis
R
$100 hourly
- 5.0/5
- (7 jobs)
I help companies in scaling revenues to boost their valuation. I can help you in building accurate financial models, thanks to my experience. I am also a CFI certified Financial Modelling and Valuations Analyst. The consulting world depends a lot on good presentation skills. I have, over the years, mastered the art of preparing top-notch presentations with eye-catching visuals and charts. Lets chat!

Financial Analysis
Presentation Design
Inventory Management
Financial Modeling
Microsoft Excel
Scheduling
SolidWorks
Virtual Assistance
Light Project Management
Draft Correspondence
$50 hourly
- 5.0/5
- (3 jobs)
I am a commercial digital marketing manager with a proven track record in the creation and deliver of best-in-class digital strategy, campaigns and content optimisation solutions. I focus on building the foundations of international digital marketing strategies and campaigns, that effectively target C-suit audiences. I lecture at university level both remotely and in person. Fluent in English, Arabic, French & Spanish.

Financial Analysis
Quality Assurance
Law
Audience Segmentation & Targeting
Writing
Data Science
Investment Research
Business Presentation
Business
Presentations
Learning Management System
Training
Investment Strategy
Presentation Design
$49 hourly
- 5.0/5
- (2 jobs)
With over 12 plus years of experience as a financial analyst, I specialize in creating dynamic, data-driven financial models in Excel, performing advanced valuations, and delivering insights that drive decision-making. I've worked with a variety of clients—ranging from VC-backed startups to global corporations—in industries such as FinTech, SaaS, Ecommerce, Manufacturing, Logistics, and Energy Financial Modeling: Built 1,000+ complex models across sectors, including 3-statement models, discounted cash flow (DCF) analyses, scenario planning, and sensitivity analysis. My models have supported projects raising over $1 billion in debt and equity funding. Valuation Expertise: Extensive experience with valuation techniques like comparable company analysis (CCA) and precedent transactions. I understand how to align valuations with market dynamics and business goals, ensuring my models meet professional and investment standards Excel Mastery: Advanced skills in Excel, including VBA macros, dynamic dashboards, data visualization, and complex formula structuring, allow me to deliver highly accurate and user-friendly models. Service Approach: I aim to build models that provide clear insights into your business’s pricing, operations, and growth potential. Each model is uniquely tailored, with attention to the specific drivers of your industry and business. FAQs: Q: Do you build 3-statement models? A: Yes! My models are designed to balance all three financial statements, ensuring accuracy and quality control. Q: Can you modify an existing model? A: I recommend building new models from scratch for quality and efficiency, though existing models can be helpful for identifying key inputs. If you're looking for a financial model that’s tailored to capture your business’s potential, I'd be excited to help!

Financial Analysis
FinTech
Fundraising
Cryptocurrency
Financial Accounting
SaaS
Accounting
Pitch Deck
Management Consulting
Financial Projection
Startup Consulting
Business Plan
Business Valuation
Microsoft Excel
Financial Modeling
$40 hourly
- 5.0/5
- (0 jobs)
I am a dedicated and results-oriented accounting professional with extensive experience in providing comprehensive financial services to startups. My goal is to leverage my expertise in accounting, financial reporting, and tax compliance to support the growth and success of emerging businesses. I am proficient in managing all aspects of accounting operations, from bookkeeping to financial analysis, ensuring accuracy and compliance with regulatory standards. I hold a CPA designation, reflecting my commitment to excellence and professionalism. My skills in fostering strong client relationships and delivering tailored financial solutions are key to meeting the unique needs of startups. I am ready to bring my expertise and dedication to help startups thrive in today's competitive business landscape.

Financial Analysis
Accounting Principles & Practices
Tax Law Compliance
Tax Accounting
Corporate Tax
Cash Flow Analysis
QuickBooks Online
Xero
Oracle
Sage
Accounting Software
Financial Presentation
CPA
Bookkeeping
Financial Reporting
$150 hourly
- 4.9/5
- (17 jobs)
To provide value added services to my clients leveraging upon my 24+ years of experience in various facets of Finance, across industries and geographies, large corporations and SMEs and my academic qualifications...

Financial Analysis
Six Sigma
Venture Capital Consulting
Enterprise Resource Planning
Bookkeeping
Business Valuation
Financial Modeling
Business Plan
Microsoft Excel
$50 hourly
- 4.9/5
- (183 jobs)
Featuring a diverse experience of over 12 years in finance, I am a UAE chartered accountant and certified CPA. Supporting my many accountancy skills is my MBA in finance. My professional profile is enhanced by my certification in Oracle Financials R12, Oracle Netsuite, SAP FICO (financial accounting and controlling), QuickBooks Online bookkeeping, Xero, Sage One, Freshbooks, Wave, LivePlan, Zoho Books, Bill.com, Gusto, T-sheets, Chaser, Saasu, and Hubdoc. I have had the pleasure to work as a bookkeeper with different organizations in Memphis, TN, USA. The list includes names like MedicineClinics PLLC, St Francis Batlett Hospital (SFBH), MemphisInternists PLLC, Medical Insurance Filing Service (MIFS), Walko CPA, and Lake Side Behavioral Health System (LSBH). Part of my significant professional milestones is my work at MTBC. MTBC is a large US based healthcare company listed on the NASDAQ. I was responsible for analyzing excel models to determine internal performance. My work was extended to monitor the performance of one of its other division as well. Known as Valiant, the division was a billing company acquired by MTBC and contained more than 100 US based medical practices. My long-term professional experience also highlights my skills as a bookkeeper. I have worked as a bookkeeper for multiple organizations in the US. I have extended my bookkeeping services to Generations Concrete, The Elegant Bride, ZenChange Management Consulting, MemphisInternists PLLC, CPA Place, MedicineClinics PLLC, and SAB Investment Services. Here is the full list of outsourced accounting services: 1. Full Charge Bookkeeping 2. Financial Statements Preparation 3. Payroll Setup and Management 4. Registration, Computation, and Submission of Taxes 5. Bank Reconciliations 6. Identifying and Implementing Financial and Non-financial KPIs 7. Financial KPI Dashboard 8. Auditing 9. Cashflow Management 10. Financial Forecasting 11. Industry Benchmarking 12. Financial Insights 13. Business Planning 14. Risk management To support my accounting, bookkeeping, and financial services, I have high proficiency in the following software: File Sharing • Sage Collaborate • Google Drive • Google Sheets • Drop Box • Sky Drive MS Office • MS Excel • MS Word • MS Outlook • MS Lync To streamline by online bookkeeping services, I use the following for effective communication: • Skype • Ring Central • Go to Meeting • Google Hangout • Slack In other software Remote Desktop • Team Viewer • Chrome Remote Desktop Practice Management • Kareo PM • Vitera Intergy Project Management • Team work • Asana Receipts Scanning • Receipt Bank • Shoeboxed • Expensify Miscellaneous • Snag Snap • E- billity Given my long-term accountancy, bookkeeping, and financial experience, including the ability to navigate the latest software, I can offer my clients the best-outsourced services in the particular fields. I can handle from simple to some of the most complex bookkeeping tasks. My work in the industry has prepared me for not only dealing with unique problems but to work efficiently within defined deadlines. Having started my outsourced accounting services, I am proud to have many satisfied clients. I not only believe in providing the hired service but working closely with my clients to help them achieve their financial goals. To learn more, you are welcomed to contact me before hiring.

Financial Analysis
Bookkeeping
Accounts Payable Management
Xero
Accounts Receivable Management
Intuit QuickBooks
Zoho Books
International Accounting Standards
Microsoft Excel
Bank Reconciliation
$75 hourly
- 4.9/5
- (639 jobs)
﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner and Quickbooks ProAdvisor Elite Level ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.

Financial Analysis
Managerial Finance
Investment Banking
Business Valuation
Private Equity
Business Proposal Writing
Business Analysis
Financial Management
Strategic Plan
Business Plan
Real Estate Investment Assistance
Corporate Finance
Business Modeling
Financial Modeling
Microsoft Excel
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