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$95 hourly
Simon T.
- 5.0/5
- (99 jobs)
My goal is to help enable the transition towards a more sustainable low carbon economy by creating high-quality and engaging ESG/sustainable/impact investment-related research and content for forward-thinking clients. For example, I often write/research articles, thought pieces, newsletters, copywriting for websites/emails, and I also work on sustainability reports and strategies for companies and fund managers. I’m open to helping with all sustainability-related writing/research projects. I work quickly, on a flexible schedule, and I work well under deadlines. Here's a summary of my background: - Passionate about writing in a way which simplifies complex subjects and makes them engaging and fun to connect with audiences at scale: - Passion for enabling positive environmental & social change; - Chartered Financial Analyst with 20 years of sustainable investment analysis; - Masters in Carbon Management - focused on climate change investing; - Extensive specialist experience in ESG, sustainability, climate change, ethical / impact investing, and natural capital; - Long term track record of managing capital ($1bn+) with strong performance and ESG/ethical outcomes; - Specialist impact investment research/understanding; - Collaborative team player with a positive attitude; - Adaptive, flexible & goal-focused; - Multi-lingual - in the languages of finance, science/conservation, farming, and government. And some recent client feedback: "Simon is an excellent writer and has been a great asset to the team. Sharp, quick and able to create personality in complex financial topics. He is eager to learn new domains and write things that are a joy to read. Will 100% be hiring him again." Qayyum, ESG Analytics "Simon worked on a Sustainability project with me. It was a delight to work with him, as I found him knowledgeable, collaborative, hard-working, and flexible. I highly recommend hiring Simon!!" Asha, Global Delta Capital "Very responsive and provided a research backed article for us with a very quick turnaround. Will continue to use!" ESG team, K2Fly "Simon was great to work with. Delivered as per expectations and great communication. Highly recommended." Rohit, Floofers

Financial Analysis
Report Writing
Newsletter Writing
Writing
Investment Strategy
Sustainability
Copywriting
Company Research
Investment Research
$97 hourly
Keiran H.
- 5.0/5
- (16 jobs)
🌟 Experienced Fractional CFO & FP&A Specialist | Investment Banking, Private Equity & Venture Capital Background With over 16 years of experience in global investment markets, I offer premium fractional CFO and FP&A services tailored for small to mid-sized firms, startups, and companies. My expertise spans across the US, UK, and Australian markets, covering diverse industries including SaaS, E-commerce, Tech Hardware, Retail and Digital Marketing. 🌟What can i help with?🌟 ✅ Institutional-grade Financial modelling ✅ Strategic Financial Planning & Analysis ✅ Budgeting & Forecasting ✅ Precise Monthly Reporting ✅ Effective Cash Flow Management ✅ Power BI Dashboards ✅ Strategic KPI Development & Tracking ✅ Cap Table Management ✅ Growth Strategy Formulation ✅ Detailed Sensitivity & Scenario Analysis ✅ M&A Due Diligence & Analysis ✅ Company Valuation 🌟Why Choose Me:🌟 Diverse Industry Experience: My background spans multiple sectors, allowing me to bring cross-industry insights to your business. Global Perspective: Having worked with both public and private companies across three continents, I offer a unique international outlook. Investment Expertise: My experience in Investment Banking, Private Equity, and Venture Capital equips me to provide strategic financial guidance and capital raising support. Analytical Prowess: I combine academic knowledge with practical experience to deliver data-driven solutions. I have completed a Bachelor of Business (Finance Major) as well as CFA Level 2. Tailored Approach: I customize my services to meet your specific needs, ensuring maximum value and impact for your business. Partner with me to elevate your financial strategy, optimize performance, and achieve your growth objectives. Let's transform your financial challenges into opportunities for success.

Financial Analysis
Venture Capital
Chartered Financial Analyst
Financial Modeling
Sensitivity Analysis
Company Valuation
Capital Markets
Ratio Analysis
Equity Research
Data Analytics
Microsoft Excel
Microsoft Power BI
$45 hourly
Jordan C.
- 5.0/5
- (11 jobs)
Hey There! I am an experienced Business / Finance professional born and raised in Sydney, Australia. I'm tertiary qualified having received a Bachelor of Business Majoring in Finance. I've worked with world renowned companies earning +$100 million in revenue per year and have helped Private Equity businesses to produce quality Business Modeling & Business Analysis. You probably have a great idea for your business and have the drive that's required to make it successful - but do you really understand all the intricate parts that go into properly planning and running a business? Here's the thing: No one can be an expert at everything, running and growing a business takes multiple different skill sets that are just impossible for one person to know. Whether it's Financial Modeling, Market Research, Business Writing or Financial Projection, the skills required to prepare your business for success are intricate and hard to come by. Benjamin Franklin once said "By failing to prepare, you are preparing to fail”, and if there's one person you should listen to it's probably Benjamin Franklin. Are you confident that you - all by yourself - have the skills to make your business successful? Do you understand proper Business Planning & Strategy? Okay! Think of me as your guiding light! Don’t just take my word for it, take a look at my glowing reviews below from my past clients on Upwork. Whether you need Venture Capital Consulting, Startup Consulting or just a Researcher to help better understand the market, reach out to me today and let's have a quick call about your business or project!

Financial Analysis
Forecasting
Venture Capital Consulting
Startup Consulting
Business Planning & Strategy
Business Plan
Business Writing
Private Equity
Finance & Accounting
Financial Projection
Financial Modeling
Business Modeling
Business Analysis
Market Research
$50 hourly
Cihan A.
- 5.0/5
- (24 jobs)
Highly motivated and result-oriented investment analyst with several years of corporate experience at various Australian investment firms. I hold a Master's in finance and have cleared CFA Level 1. I can contribute my expertise in: ✅ Investment Due Diligence: Extensive experience in investment due diligence, having conducted in-depth investment research and authored detailed reports, industry analyses, and company evaluations at reputable Australian investment firms. Currently, I support hedge funds, private equity firms, and wealth management companies with their investment due diligence processes on an ongoing basis through Upwork. ✅ Financial Modeling: Proficient in constructing three-statement models, startup models, SaaS & subscription business models, real estate models, and project finance models. ✅ Business Valuation: Experienced in valuing public and private companies using Discounted Cash Flow (DCF) and Comparable Company Analysis (CCA) methods. ✅ Startup Valuation: Valuing pre-seed to Series C stage startups by employing relevant valuation techniques including Venture Capital Method and Chicago Method. ✅ Investment Deck Preparation & Review: Creating, improving, and reviewing investment decks to leave a lasting impression on the target audience. ✅ ESG Consulting: Proven ability to perform ESG analysis and integrate ESG factors into investment strategies. Practical experience in impact investing.

Financial Analysis
PowerPoint Presentation
Business Plan
Business Valuation
Financial Projection
Investment Banking
Financial Modeling
Startup Consulting
Industry Research
Economic Analysis
Microsoft Excel
Environmental, Social & Corporate Governance
Investment Research
Equity Research & Analysis
Financial Analysis & Valuation
$150 hourly
Peter E.
- 5.0/5
- (62 jobs)
20+ years experience as a Financial Analyst, including the last 7 years as a full time freelancer and contractor assisting clients with all their financial analysis needs. I specialize in financial modelling, including : • Building 3-statement financial models for capital raising and cash flow forecasting • Preparing annual budgets and forecasts • Monthly reporting and variance analysis • Constructing pricing models • DCF analysis and business valuations • Automation of financial reporting process Industries i have worked with include banking, insurance, health, software, retailing, e-commerce, beverage, manufacturing, SaaS, and land development.

Financial Analysis
Management Accounting
Financial Modeling
Business Valuation
Cash Flow Modeling
Data Analysis
Business Modeling
Financial Reporting
Business Analysis
Budget Management
Microsoft Excel
$100 hourly
Sabrina S.
- 4.9/5
- (46 jobs)
⭐⭐⭐⭐⭐I work with entrepreneurs to: 1. Solve their most critical problems, 2. Create and deliver value. An accomplished MBA, I am the principal consultant of a management consulting practice with over a decade of experience working with SME's on competitive business intelligence and strategy development. I offer consulting services that will support your business to thrive. My expertise includes: ✔Business plans ✔Market research (including feasibility reports) ✔Financial planning and forecasts ✔Risk analysis ✔Strategic design, development and execution ✔Governance ✔Sustainability ✔People Management My Background ✔ Over a decade working with SME’s in idea, start-up and growth phase ✔ Strong background managing teams of 100+ across multiple locations ✔ Experience in many areas of business, including but not limited to Process Improvement, HR, Procurement and Supply Chain Development, Marketing & Promotions, New Product Development (NPD), Category Management, Restructures, Customer Experience and Project Management. My Qualifications ✔ Bachelors Degree: Business Management ✔ Masters Degree: Business Administration (MBA) honours ✔ Graduate of the Australian Institute of Company Directors ✔ Member of the Chartered Institute of Procurement and Supply Chain CIPS ✔ Certificate I, II, III & IV in Retail Operations ✔ Certificate III in Information Technology How I Can Help * Ideas Phase: If you have an idea but aren’t sure where to start, I’m here for advice. I can help with your market research and designing your business model as well as integrating your objectives/mission with market gaps. I can also build your business plan inclusive of market analysis and financials, as well as a pitch deck for raising capital. * Pre-Launch Phase: If you have already got some information together and need some help refining your business model, business plan, devising your Go-To-Market Strategy or other advice, I can consult. * Start-Up Phase: If you’ve already launched and are looking to develop systems/structures/processes to ensure the business and employees are working towards goal attainment and achieving the strategic vision, I can help. I can create dashboards to capture how your organisation is progressing using the Balanced Scorecard approach to set out SMART goals and appropriate KPI’s. We can also review your 2- and 5-year plan to consider milestones. * Growth/Change Phase: If you are looking to take your business to the next level, diversify your offering, enter new markets or re-structure I can consult on all of this, including new market research, risk assessments and new business plans. * Learning: If you prefer a coaching/mentoring relationship so you can navigate these processes with guidance to build on your business skills for the future, or just require the support to move forward from wherever you are - I can coach you. You can expect an honest and transparent approach when working with me, I am reliable and a collaborator, taking into consideration your feedback and organisations requirements. My goal is to provide you with what you need to create and sustain your competitive edge, make evidenced-based decisions from sound market analysis, follow your road-map to success and feel supported throughout your process. **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.

Financial Analysis
Business Writing
Entrepreneurship
Management Consulting
Business Consulting
Business Development
Business Coaching
Strategic Plan
Financial Modeling
Startup Consulting
Business Plan
Market Analysis
$40 hourly
Georel D.
- 5.0/5
- (3 jobs)
I am a CPA with more than 15 years of finance and accounting experience from companies in various industries such as retail, IT, and real estate. I can work on projects which involve the following: 1) Accounting using Oracle Netsuite, Xero and Quickbooks 2) Financial reporting and analysis 3) Ad hoc reports and projects to meet business needs I am passionate about using finance to assist small and medium business owners because I have seen its impact and how it affects the business trajectory. I work by placing myself in the business owners' shoes and thinking about the output that would help in making decisions. I work on a flexible schedule and I am available to work on new projects. Making sense of numbers is what I'm good at. I relieve some of that load from the business owner so that they can focus on growing the business.

Financial Analysis
QuickBooks Online
Financial Planning
Xero
Fathom Applications Fathom
Microsoft Excel
Oracle NetSuite
Bank Reconciliation
$80 hourly
Irena K.
- 5.0/5
- (18 jobs)
Publicly practicing Chartered Accountant, ATO Registered Tax Agent and ASIC agent in Australia. Specialising in provision of business startup advice, business advisory, accounting and taxation services to businesses, sole traders and individuals. With 25+ years' experience, it is my aim to be a trusted and valued business adviser and strategic partner for you and your business. During my corporate career, I worked in a top 4 professional services accounting firm as a Manager and later on in commerce. My work took me all around the world, in various capacities providing a wide range of accounting, governance, risk and compliance services, as well as business advisory services to multi-million and billion dollar businesses. I have extensive experience across a variety of industries in both service and manufacturing environments, and also in both public and private sector. I gained incredible experience and exposure to high level business practices, efficient processes and various ERP software like SAP, PeopleSoft and many more. Now running a successful boutique business practice, built from the ground up, and I would like to share the wealth of my experience and knowledge with my clients to help them grow and succeed. It is really a chance for me to pass along a few of those lessons learned that will be of service and use to you. My areas of expertise include: • business startup advice & setup • business structure advice & setup • financial management • business budgeting • cash flow forecasting • development of policies and procedures • risk management • process improvement • business valuations • reporting & analysis • taxation • management accounting • inventory management • auditing • compliance and governance I hold a Bachelor of Business degree majoring in Accounting and International Business, and am a member of the Chartered Accountants Australia and New Zealand, holding a Certificate of Public Practice. I am also a Xero Certified Silver Champion, Myob Partner and Quickbooks Certified ProAdvisor.

Financial Analysis
Process Improvement
Goods & Services Tax
Employee Training
MYOB Administration
Xero
Annual Report
Intuit QuickBooks
Cash Flow Analysis
Financial Report
Internal Control
Sarbanes-Oxley Act
Bank Reconciliation
Tax Return
$40 hourly
Helene B.
- 5.0/5
- (6 jobs)
My extensive experience allows me to understand directors and owners’ financial challenges and opportunities. My mission is to assist entrepreneurs in reducing their financial overwhelm by making accounting clearer and easier for them. Running a business requires budget and cash flow management, tax planning, GST and superannuation, staffing, income distribution, profit improvement, pricing psychology, reports, analyses… To successfully orchestrate all aspects of the financial department, business owners will need the best financial partner. With my clients, I am using the KISS principle: we Keep It Simple and Straightforward! Through a better understanding of the overall financial picture, small business owners and entrepreneurs are ready to make better and faster decision that will assist them reducing their costs and increasing their profits. I am an accountant/financial manager ready to assist you with all your financial needs: BOOKKEEPING | PAYROLL | FINANCIAL REPORTS | MANAGEMENT ACCOUNTING | FOREIGN EXCHANGE STRATEGY | PROCESS AUTOMATION |EXCEL | TRAINING

Financial Analysis
Finance & Accounting
Forex Trading
Financial Reporting
Management Accounting
Xero
Accounting
Microsoft Excel
Budget Management
Payroll Accounting
Bank Reconciliation
Account Reconciliation
Cash Flow Analysis
Cost Analysis
$55 hourly
River H.
- 5.0/5
- (2 jobs)
Welcome! I’ve been actively trading since 2017 and have studied technical analysis at a post-graduate level. My experience includes working in finance and investment management for a large government corporation. I’m passionate about the markets and enjoy helping others refine their trading skills and develop the mindset needed for success. Whether you’re a beginner or looking to enhance your existing approach, I offer practical guidance tailored to your goals. Let’s work together to take your trading to the next level! As well as all the basics of setting up accounts and placing orders for stocks and crypto, I teach: Technical Analysis Strategy Development Day Trading Swing Trading Scalping Trends Seasonality Support and Resistance Chart Patterns Indicators Diversification Candlestick Charts Bar Charts Heikin Ashi Charts Renko Charts Kagi Charts Trading and Market Psychology Backtesting Risk Management Arbitrage Confluence Divergence Order Types Level can be tailored to your needs but would best suit beginner to intermediate traders and analysts. All lessons will be customised for your specific interests. Lessons are online, in-person sessions can be negotiated on request. Typical lesson length is thirty minutes to one hour.

Financial Analysis
Behavioral Finance
Cryptocurrency
Forex Trading
Technical Analysis
Governance, Risk Management & Compliance
Quantitative Finance
Philosophy
Life Coaching
Psychology
Meditation
Coaching
Counseling
Health & Wellness
$50 hourly
Grace M.
- 5.0/5
- (2 jobs)
Experienced financial professional working in the Corporate world on multi million and billion dollar projects. No matter the size of your business, my greatest skills are explaining difficult concepts in simple ways, presenting complex data simply, and transforming the way you see your finances.

Financial Analysis
Analytical Presentation
Microsoft Excel PowerPivot
Microsoft PowerPoint
Management Accounting
Excel Formula
Finance & Accounting
Financial Reporting
Accounting Basics
Financial Report
Accounting
Microsoft Excel
$45 hourly
Lynn L.
- 5.0/5
- (5 jobs)
10+ years experienced in financial analysis within FMCG / retail industry Highly proficient in Excel and Google Sheets Highly organised and reliable to complete job assigned

Financial Analysis
Google Sheets Automation
Microsoft Office
Google Sheets
Financial Plan
Finance
Financial Analysis & Valuation
Financial Modeling
Microsoft Excel
$40 hourly
Fiza Z.
- 4.7/5
- (7 jobs)
📊 Welcome to Fiza Zafar's Accounting and Financial Services! 📊 Are you seeking expert guidance and assistance with accounting issues, book-keeping, financial reporting standards, auditing, financial reporting, financial modelling/ projections, business valuations, or the meticulous preparation of financial statements? Look no further – you've come to the right place! With 3 years of experience from a Big4 accounting firm, I bring a wealth of knowledge and expertise to the table to ensure your financial matters are handled with precision, accuracy, and a keen eye for detail. My expertise includes the following: 📈 Providing solution for complex Accounting Issues: 📜 Insights on Financial Reporting Standards:(IFRS, IAS) 🔍 Auditing (ISAs) 📊 Financial Reporting 📃 Preparation of Financial Statements (Consolidated and stand-alone) 📈 Financial Models and Business reports and valuations By working with me, you can expect: ✅ Personalized solutions tailored to your unique needs ✅ Timely and efficient service delivery ✅ Clear communication throughout our collaboration ✅ A commitment to your financial success Feel free to reach out in case of any queries.

Financial Analysis
Financial Statements Preparation
Industry Knowledge
Financial Planning
Accounting Principles & Practices
Company Valuation
Journal Entries
Financial Modeling
Financial Reporting
International Accounting Standards
GAAP
Income Statement
Balance Sheet
Financial Audit
Financial Accounting
$80 hourly
Marko M.
- 5.0/5
- (1 job)
As a Chartered Accountant with over 15 years experience working as a Consultant in a Big 4 Firm, I have a wide range of knowledge, skills and experience within Financial and Management Accounting (including process improvement through automation) in both the government and private sectors. I have professional indemnity insurance for consulting services. I am a Xero Certified Advisor and have a Bachelor of Commerce (Finance) and Economics degree from the Australian National University. Continual learning is a passion of mine and I have complemented my accounting experience with a very good understanding of accounting related software and the ability to automate processes through custom coding and by leveraging automation software. I was the Costing and Profitability (C&P) lead for the CFO Advisory Team, where I was responsible for building upon the current knowledge base in the C&P team, business development (e.g. liaising with clients and writing proposals), assisting in the hiring of new staff and mentoring current and new staff. Over this time I developed a wide variety of skills relating to the improvement of the finance function of businesses, and have worked with clients in a range of industries such as Health, Defence, Education, Food, Sport, Public Sector (National, State and Local) and Not-for-Profits. In particular, I am well-versed in assisting clients with: - Budgeting/Forecasting across the entire Financial Planning and Analysis lifecycle, including developing and maintaining budgets for areas such as Capital, Other Works, Workforce, Maintenance and IT. - Experience with reviewing the current budget approach and methodologies of a company in order to make recommendations, and then in implementing these recommendations. Financial Analysis and modelling is also a strong point as I have reviewed numerous financial models that support tenders, procurement decisions, cost reduction initiatives, business cases and business restructuring initiatives. - Proficiency in Xero and MYOB Advanced, including automating bank reconciliations, developing Chart of Accounts and Entity structures, and integrating APIs into BI tools. I am a Xero Certified Advisor. - Conducting Chart of Account reviews to identify areas for improvements, including the use of Sub-accounts, and Project and Task codes to facilitate a more granular level of reporting within specific areas of the business. - Project Management, primarily in the planning and design phases for IT implementations. This includes building solution documents to be used in the build and test phases of the implementation. My technical coding experience provides a good base for understanding and working with data and database structures, understanding the migration process and the upskilling required for staff to use new systems. - Cost and Financial Modelling (using Excel, VBA and Power BI) to better equip clients to make strategic decisions by more accurately calculating the impact of cost drivers on their business. - Cost and Profitability Analysis, through approaches such as activity-based costing (as per above), to assist clients in making go or no-go decisions on prospective products or services to provide, or to cease current offerings to customers. - Process Improvement through automation (API Integration, Data Management, Cloud Accounting etc.) which allows for the more accurate completion, in a timely manner, of budgeting, reporting and administration activities. I have experience with working with cloud accounting software such as SAP, Xero, MYOB, Zoho Books and Sage, and extensive experience with BI tools such as Excel and Power BI. - Supporting tender processes (as a financial analyst) from document development to the successful selection of a Tenderer. Supporting numerous activities such as the development of the Pricing Book and the Evaluation approach, financial analysis of tender responses, gap analysis to ensure a like-for-like assessment of tenders, and support in the negotiation phase with preferred tenderers. - Financial Statement Consolidation, including developing new Chart of Account structures, creating new related party accounts, identifying and eliminating related party transactions, and the development of approaches and tools to automate the process. This well-rounded and extensive experience allows me to offer clients a number of vital finance function services, without having to engage and manager a number of other contractors to complete the work. I have a portfolio of work I have completed previously that I am able to show perspective clients, so please reach out if examples of my work are required.

Financial Analysis
Software Configuration Management
Big Data
Business Intelligence
Xero
Stakeholder Management
API Integration
Cost Accounting
Financial Accounting
Project Management
Management Accounting
Process Improvement
Excel Macros
Power Query
Microsoft Power BI
$45 hourly
Sherry Z.
- 5.0/5
- (1 job)
As a self-motivated CPA with 9 years of accounting experiences and strong analytical, problem-solving, and communication skills, I can help with bookkeeping, financial reporting, finance analysing, etc. 200-hour Certified Yoga teacher Counselling when you have personal issues (completed Human design course level 1 & 2 ) Mentor of Chinese Translation between Chinese and English Regular communication is important to me, so let’s keep in touch.

Financial Analysis
Tutoring
Counseling Psychology
Translation
Copy Editing
Virtual Assistance
English to Chinese Translation
Financial Reporting
Management Accounting
Microsoft Power BI
SQL
Accounting
Microsoft Excel
Bookkeeping
Business Analysis
$180 hourly
Zack B.
- 5.0/5
- (1 job)
Professional Summary: Strategically skilled corporate intelligence and investment analysis expert with extensive experience in market research, competitive analysis, and strategic planning. Adept at leveraging intelligence techniques to provide actionable intelligence and drive informed decision-making. Proven track record of identifying high-value market opportunities and facilitation of opportunity capture. Investment Analysis Emerging Markets Due Diligence Venture Design Market Research Market Entry International Arms Brokering Consulting Qualifications: ● Master of Business Administration (Finance), Australian Institute of Business (2023) ● Introduction to Digital Journalism, Reuters (2023) ● Certificate in Open-Source Intelligence, Basel Governance (2023) ● Certificate in Terrorist Financing, Basel Governance (2023) ● Certificate in Operational Analysis of Suspicious Transaction Reports, Basel Governance (2023) ● Financial Market Analysis, International Monetary Fund (2023) ● Graduate Certificate in Management, Australian Institute of Business (2018) ● Mergers and Acquisitions Certificate, Rhode Island State Accountancy Board (2020) ● Unlocking Finance and Investment in Emerging and Developing Economies, World Bank Group (2023) ● Diploma of Project Management, Churchill Education (2023) ● Diploma of Leadership and Management, Churchill Education (2023) ● Prince2 Foundation and Practitioner, the Knowledge Academy (2018) ● Churchill Fellow, Winston Churchill Fellowship (2017) ● New Supervisor Program, Department of Defence (2013) ● Gather and Analyse Information, Department of Defence (2013) ● Internal Consulting Skills, Department of Defence (2013) ● Classified Document Handling, Department of Defence (2013) ● Business Analysis, Department of Defence (2013) ● Performance Management, Department of Defence (2013) ● Rugby Sevens Coaching Certificate, World Rugby (2023)

Financial Analysis
Mergers & Acquisitions
International Taxation
Tax Strategy
Project Finance
Sales Consulting
International Business
Military & Defense
Business Strategy
Growth Strategy
Market Analysis
Investment Strategy
Competitive Intelligence
Strategy
Investment Research
$150 hourly
Brendan R.
- 5.0/5
- (1 job)
Brendan is a Fractional CFO. A fractional CFO, or Chief Financial Officer, is a part-time financial executive who provides high-level financial strategy, systems analysis, and financial reporting services to multiple companies simultaneously. This role is typically engaged through a part-time arrangement or on a consultancy basis, which makes it a cost-effective solution for small businesses or startups that require expert financial guidance but do not have the resources or need for a full-time CFO. Here are some key functions typically performed by a fractional CFO: Strategic Planning: They help companies define their financial strategy and develop plans to facilitate growth, manage cash flow efficiently, and ensure financial stability. Financial Analysis and Forecasting: Fractional CFOs provide detailed analysis of financial data, including profitability, revenue, expenditure analysis and discounted cashflow calculations. They help in forecasting future financial conditions and modeling different scenarios to aid in decision-making. This can also include valuing the company to get it ready for sale or obtaining finance. Risk Management: They assess and manage financial risks related to the business operations, suggesting measures to mitigate these risks. Compliance and Control: Ensuring that the company complies with legal and regulatory requirements from a financial perspective. They also establish internal controls to prevent errors in financial reporting and fraud. Financial Reporting and Metrics: They streamline financial reporting processes and introduce key metrics that are critical for analyzing the business’s performance. Mentoring staff: They can use their considerable experience from working with other companies to mentor team members and the leadership team. By hiring a fractional CFO, companies can leverage experienced financial strategic guidance without the overhead cost of a full-time executive. In addition to the above CFO services, Brendan is also an experienced Chief Operating Officer. Leading and managing the Finance, HR, IT, Legal and Sales functions of his client's companies. Brendan is a finance professional and business consultant with more than 30 years experience. Prior to his work as a Fractional CFO, Brendan was the CFO for Royal Bank of Scotland in Japan. Brendan holds a Bachelor of Business (Accounting), a Bachelor of Law and is a CPA. Brendan is a member of the Australian Institute of Company Directors.

Financial Analysis
Business Plan Writing
Company Valuation
Discounted Cash Flow
Financial Statements Preparation
Management Accounting
Management Consulting
Corporate Governance
Forecasting
Business Process Reengineering
Financial Modeling
Fathom Applications Fathom
Xero
Budget Management
Microsoft Excel
$100 hourly
Brad J.
- 5.0/5
- (4 jobs)
An experienced Australian finance professional and chartered accountant(CA) with over 15 years experience in both large public & private corporate organisations which include Big 4 Accounting firms, large publicly listed and private property developers(both $1B+) across the globe. I have a wealth of experience in budgeting, forecasting and building financial models on a large corporate scale as well as for small private developments and start ups. I am now looking to leverage these skills and experience to help you build useful financial tools to assist and guide you with your business decision making and thereby give your business the best possible opportunity to grow to its potential. Whether it be setting up a simple cash flow projection, profit & loss, balance sheet or project analysis to a fully fledged financial model with analytics and charts, I would welcome the opportunity to discuss with you how I can help assist with your strategic Finance needs. If you are looking for executive level type financial assistance at a fraction of a Full time equivalent cost then please feel free to reach out.

Financial Analysis
Financial Management
Financial Modeling
Bookkeeping
Financial Accounting
Budget Management
Microsoft Excel
$75 hourly
Rishi Y.
- 5.0/5
- (7 jobs)
Strategic Consultant | Business Transformation | Program & Project Management I’m a seasoned business leader with over 15 years of experience driving strategy, transformation, and operational excellence across FMCG, manufacturing, pharmaceuticals, medical devices, construction, and consulting. With an MBA from Melbourne Business School, a Master of Finance, and a Bachelor of Engineering, I bring a unique blend of technical, commercial, and strategic expertise to help businesses execute complex projects, streamline operations, and achieve sustainable growth. How I Can Help You: ✅ Business Strategy & Transformation – Develop and execute strategic roadmaps, optimize operations, and drive digital transformation. ✅ Program & Project Management (PMO, Agile, Waterfall) – Deliver high-impact initiatives, establish PMOs, and improve governance. ✅ Process Improvement & Cost Reduction – Identify inefficiencies, optimize workflows, and enhance profitability. ✅ New Product Development & Market Expansion – Lead product launches, go-to-market strategies, and global expansion initiatives. ✅ Cross-Functional Leadership & Change Management – Align teams, improve collaboration, and ensure seamless execution of initiatives. Why Work With Me? 🔹 Successfully led multi-million-dollar projects, including a COVID-19 vaccine initiative and one of the largest product launches in an ASX100 company. 🔹 Established PMOs and project frameworks that improved efficiency, visibility, and cost savings by $5M+. 🔹 Experienced in working with Fortune 500 companies, startups, and global enterprises to drive transformation and accelerate growth. 🔹 Certified Project Management Professional (PMP) with a proven track record of delivering results on time and within budget. Let’s collaborate to take your business to the next level! Send me a message, and let’s discuss how I can help you achieve your goals.

Financial Analysis
Project Management
Market Research
Business Analysis
Investment Research
Business Consulting
Project Management Professional
Management Consulting
Process Improvement
$120 hourly
James M.
- 4.7/5
- (33 jobs)
I am a registered tax agent and Chartered Accountant based in Melbourne, working with a diverse range of clients and businesses. I pride myself in excellent customer service and work of exceptional quality. I have extensive knowledge of the broad areas of taxation, advising clients in all areas from business start-ups, Capital Gains Tax, Cryptocurrency, ATO audits and objections and forensic accounting. The services we offer include; • Tax Returns and Financials for Businesses and Individuals. • Tax Advisory & Business Structuring: I can help you determine the most appropriate and tax effective business structures, as well as more complex issues such as CGT, liquidations and feasibility studies. • BAS preparation and lodgement. • Fringe benefits tax (FBT) • Private rulings, Class rulings and objections against the ATO. I can also liaise with the tax office on behalf of clients and negotiate payment plans, obtain extensions for overdue returns and apply for remissions.

Financial Analysis
Corporate Tax
Property Tax
CPA
Corporate Finance
Financial Accounting
Tax Preparation
Tax Law
$50 hourly
Rowan C.
- 5.0/5
- (32 jobs)
Business/Property Journalist I’m a degree qualified journalist with an extensive background in writing about investment, real estate and the stock market. I currently write predominately on Australian property and real estate. I work with buyers agents, selling agents and mortgage brokers to help them create compelling content that will generate leads while developing their brand. ▪ Buyers Agents ▪ Selling Agents ▪ Mortgage Brokers Writing/Research I’ve worked on a range of publications across a variety of platforms, by contributing investment, commodity, mining, real estate and business-related content. These include Australian Property Investor Magazine, News Limited, Fairfax and Elite Agent. ▪ Real estate, investment, stock market and business writing for mainstream media organisations and custom publications ▪ Commodity writer for various blogs and newsletters ▪ Investment research and report/blog writing based on academic research and white papers ▪ SEO Blog Content Please feel free to get in touch and have a chat about your business or platform and any content needs you have.

Financial Analysis
Journalism Writing
Financial Writing
Sales Funnel Copywriting
Sales Copywriting
Copywriting
Email Copywriting
Ad Copy
$45 hourly
Waseem K.
- 5.0/5
- (9 jobs)
Accounting professional with over ten years of experience including international, possesses multiple skills covering many financial areas such as cash flow analysis, cost control principals, ledger analysis, financial statements, budgeting, auditing practices, taxation and other statutory regulations. Years of experience in the accounting software through which, I have achieved goals for small medium to large organizations. Working for different organisation with Xero and MYOB accounting software has given me more insight of business to project a cash-flow and to control the cost and finance in the right direction. Currently working for a big accounting firm in Melbourne (Hawthorn) Worked as; Accountant (MYOB, Xero Accounting, QuickBooks) Assistant Accountant (MYOB, Xero Accounting, QuickBooks) Bookkeeping (MYOB, Xero Accounting, QuickBooks) Accounts Payable (MYOB, Xero Accounting, QuickBooks) Accounts Receivable (MYOB, Xero Accounting, QuickBooks) Payroll (MYOB, Xero Accounting, QuickBooks, Chris21)

Financial Analysis
MYOB Administration
Xero
Financial Reporting
Intuit QuickBooks
Bookkeeping
Payroll Accounting
Bank Reconciliation
Account Reconciliation
$35 hourly
Matthew F.
- 0.0/5
- (1 job)
I have over 8 years experience in accounting professional practice with a focus on financial and distress advisory. I am a qualified Chartered Accountant. Throughout my career I have gained the necessary skills required to assist clients across a number of industries and believe I can add value through services which incorporate, but are not limited to, the following: - General ledger and bookkeeping/data entry; - Accounts receivable services; - Bank reconciliations; - Payroll; - Accounts payable services; - Financial analysis; I have experience in working within the a number of the most common accounting software platforms including: - MYOB; - Xero; - Sage Handisoft; - Reckon; - Quickbooks. Should my assistance be of interest to you, please do not hesitate to get in touch.

Financial Analysis
MYOB Administration
Xero
Data Scraping
Bookkeeping
Payroll Accounting
Accounts Receivable
Accounting Software
Accounts Payable
$20 hourly
Jeffrey W.
- 5.0/5
- (2 jobs)
I help entrepreneurs and businesses in the financial space 📈 increase sales | Email Marketing ✉️ ✍️

Financial Analysis
Financial Modeling
Microsoft Excel
Data Analysis
Outreach Email Copywriting
Sales Copywriting
Website Copywriting
Microsoft Office
Email Copywriting
$150 hourly
Bradley R.
- 0.0/5
- (0 jobs)
An experienced executive within small to medium sized business. I have a proven track record of driving growth and corporate objectives with a unique niche in start-up and scale-ups. Have navigated through a wide range of challenges, and have gained tremendous insights that I would be happy to advise on.

Financial Analysis
Venture Capital
Executive Support
Startup Consulting
Management Consulting
$130 hourly
Judith K.
- 5.0/5
- (1 job)
I am an organizational consultant for venture-backed companies, focusing on strategy execution, organizational structures, and operational efficiencies. I also collaborate with leaders on building financial forecasts for funding and budgeting purposes. Previously, I served as Chief of Staff and COO, and consulted for various venture-backed companies spanning industries, including e-commerce, fin-tech, AI security, real estate, people tech, social media, and industrial safety, ranging in size from 30 to 400 people. I assisted these companies in establishing scalable structures and processes, fostering organizational alignment, and cultivating stronger leaders. Additionally, I led and overhauled business operations such as accounting and finance, people operations, customer service, vendor management, and logistics. Before my time in the startup world, I worked as an analyst in investment banks and multinational corporations, where I was best known for my ninja financial modeling skills.

Financial Analysis
Business Operations
Organizational Design & Effectiveness
Analytical Presentation
Financial Report
Financial Projection
Financial Modeling
Strategic Planning
$12 hourly
Ewan C.
- 5.0/5
- (2 jobs)
Looking to utilise my skills gained in both education and employment to assist others in areas of need. I have experience in SQL, Factset, Microsoft Office and Oracle. I can assist in content writing and proofreading, as well as financial analysis, modeling and accounting.

Financial Analysis
Content Editing
Financial Modeling
Data Analysis
Microsoft Office
Oracle
Accounting
Data Analysis Consultation
Content Writing
Accounting Basics
Proofreading
SQL Programming
SQL
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