Name: Financial Analysts
Brand: Upwork
Rating: 4.6 (484 reviews)

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Clients rate Financial Analysts

4.6/5

based on 484 client reviews

$68 hourly
- 4.9/5
- (82 jobs)
🏆UPWORK TOP RATED⭐️⭐️⭐️⭐️⭐️🏆 I am a seasoned Certified Public Accountant and Financial and Strategy Consultant with over 15 years of professional experience. Throughout my career, I have worked extensively in the technology, digital, venture capital, and service sectors, both in active roles and as an advisor. I have successfully advised over 20 startups and early-stage clients, helping them raise more than $150 million in equity across various industries, including consumer goods, eCommerce, digital media, software, real estate, and services. My core strengths include: ✅ Startup Consulting: From ideation and business modeling to capital raising and scaling, I provide comprehensive support to startups at every stage of their journey. ✅ Financial Modeling: I specialize in financial modeling for SaaS, eCommerce, real estate, and project finance, helping businesses make informed decisions. ✅ Business and Financial Plans: I develop tailored business and financial plans for startups, early-stage ventures, and mid-size companies, enabling them to drive growth and achieve their objectives. ✅ Venture Capital and Valuation: I offer expertise in venture capital and valuation, providing guidance and support throughout fundraising. ✅ Cap Table Management: I assist startups in managing their capitalization tables, ensuring accurate ownership and equity distribution. ✅ Pitch Deck and Investor-Ready Presentations: I help startups create compelling pitch decks and presentations that resonate with investors and attract funding. ✅ White Paper + Crypto Tokenomics Modeling: I specialize in drafting white papers and modeling crypto tokenomics for Web3, NFT, DeFi, and DAO projects. ✅ Pricing Strategies and Analytics: I provide insights into pricing strategies and utilize analytics to optimize business performance. ✅ Business Analytics and Visualization: I leverage data analytics and visualization tools to drive strategic decision-making and improve business outcomes. ✅ Growth Strategy and Marketing Analytics: I assist businesses in developing growth strategies and leverage marketing analytics to identify opportunities and drive success. ✅ Financial Planning and Forecasting: I excel in financial planning, budget preparation, and creating accurate financial forecasts to support business planning and decision-making. ✅ Establishing Business Metrics and KPIs: I help businesses establish meaningful metrics and key performance indicators (KPIs) tailored to SaaS, eCommerce, and software industries. ✅ M&A Support and Due Diligence: I provide support in mergers and acquisitions, conducting thorough due diligence to ensure successful transactions. ✅ Fractional CFO/Controllership and Managed Accounting Services: I offer fractional CFO/controllership services, providing businesses with high-level financial expertise on a part-time basis. Additionally, I provide managed accounting services to streamline financial operations. I enjoy freelancing as it allows me to help Startups and early-stage and mid-size companies develop and operationalize their growth plans and value-accretive activities. I look forward to helping you improve your business plan, optimize your sales operations, unlock your financial and operational data into strategic and actionable insights, and help fix any operational issues you may face. If you are looking for a knowledgeable and experienced professional who can provide comprehensive financial and strategic guidance, please reach out. I am dedicated to helping businesses thrive and achieve their goals. 📍“Outstanding as always. We were given feedback from one of the largest VCs in the world on what a high-quality valuation Anthony prepared."⭐️⭐️⭐️⭐️⭐️ 📍"Extremely efficient, very knowledgeable, knows how to create and present a financial information. Very easy to follow for non finance educated people and can easily be updated. Get Anthony involved in your project before he is booked by someone else."⭐️⭐️⭐️⭐️⭐️ 📍"I had a financial modeling project for a mobile app venture. Anthony took baseline assumptions and built out a 5 year plan - AND - the spreadsheet is a tool to run the business. He really exceeded exceptions and I look forward to using him again."⭐️⭐️⭐️⭐️⭐️ 📍"It was such a pleasure working with Anthony. He gave me more than I asked for. He really knows what he's doing, he takes initiative and delivers on time. I plan on rehiring you again, thank you. :)"⭐️⭐️⭐️⭐️⭐️ 📍"Anthony is a highly knowledgeable and talented individual. His approach to his work is unparalleled. Would recommend him in a heartbeat!"⭐️⭐️⭐️⭐️⭐️ 📍"Anthony was fantastic to work with and I would have no hesitation in recommending his services to anyone. His knowledge and quality of his work was great and was always available and easy to deal with. He went above and beyond what was required for the job and his contribution to the project was just what we required."⭐️⭐️⭐️⭐️⭐️

Financial Analysis
Cash Flow Analysis
Cost Analysis
Cash Flow Modeling
Venture Capital
Pitch Deck
Startup Consulting
Financial Model
Financial Reporting
Financial Statement
Business Valuation
Real Estate Financial Modeling
Company Valuation
Financial Projection
Financial Modeling
$13 hourly
- 4.9/5
- (7 jobs)
Quickbooks Certified ProAdvisor, Xero Certified Advisor, Certified Bookkeeper (CB), Certified Tax Technician (CTT), Licensed Math Teacher. 8+ years work experience in accounting. Handles overall accounting and bookkeeping activities in Amazon seller account. My educational background, experience and personal development has enabled me to work confidently and efficiently. As a Certified Bookkeeper , Certified Tax Technician, Licensed Math Teacher, Certified Quickbooks ProAdvisor and Xero Certified Advisor, I provide highest quality service to small and medium size business owners by helping them manage their finances, analyzing company's financial strengths and weaknesses, proposing corrective actions, recommend improvements and provide recommendation. Giving FREE INITIAL CONSULTATION SERVICE that includes but not limited to: * Accounting & Bookkeeping * Financial Statement Reporting * Tax Planning, Tax return Preparation & Filing * Budgeting/Forecasting * Bank and credit card reconciliation * Payroll Services * Inventory Management * Cash Flow Analysis * Data Analysis * Business Registration * Software Troubleshooting & Integration * Quickbooks/Xero Setup, Support & Training * Data Migration * Audits I am committed to provide highest quality of work for each client, giving objective advice and implement strategic solutions to increase maximum profits for your business. It's highly recommended to SET AN APPOINTMENT WITH ME and let me know what needs to be done right away. Don't let bookkeeping stressed you out and waste your time! Instead free yourself from tedious work and focus on building your business. I will ensure your financials are up-to-date, accurate, ready for tax time and most importantly - done on time. CONNECT WITH ME RIGHT NOW.

Financial Analysis
Financial Reporting
Mathematics Tutoring
Data Migration
Xero
Intuit QuickBooks
Bookkeeping
Invoicing
Microsoft Excel
Bank Reconciliation
Cash Flow Analysis
$10 hourly
- 4.6/5
- (276 jobs)
I offer the following services: 1) EXCEL AND GOOGLE SHEETS: - help in formulas and functions such as vlookup, hlookup, sumif/s, countif/s, mid, upper, lower, proper, sum, index, match, offset, indirect, date, max, min, average, etc. - Excel table, Pivot Tables/Charts/Slicers, - VBA/MACRO, Google App Script, conditional formatting and data validation - creating automated forms, templates, spreadsheets and dashboards with textfields, combo boxes, dropdown lists, shapes and buttons 2) FINANCIAL REPORTING/MODELING: - manually preparing P&L, Balance Sheet, Cash Flows, General Ledger, AR and AP Aging in Excel/Google Sheets using data from Bank and Credit Card Statements and other documentations - generating P&L, Balance Sheet, Cash Flows, General Ledger, AR and AP Aging from QBO and Xero. - preparing Budget, Forecasts and Calculators in Excel/Google Sheets 3) BOOKKEEPING IN QUICKBOOKS ONLINE, XERO AND EXCEL/GOOGLE SHEETS: - importing bank/credit card transactions to the accounting system - setting up bank rules and chart of accounts - categorizing imported bank transactions/bank feeds - setting up invoices and bills - matching payment of invoices and bills to bank deposits and disbursements - bank reconciliation 4) DATA ENTRY SERVICES: - Converting file from PDF/MS Word to Excel/Google Sheets/MS Word and vice versa - Transfering data from PDF/Website/MS Word to Excel/Google Sheets/MS Word - Encoding data to online systems/platforms - Typing

Financial Analysis
Financial Reporting
Financial Modeling
Macro Programming
QuickBooks Online
Google Apps Script
PDF Conversion
Microsoft PowerPoint
Xero
Google Sheets
Bookkeeping
Cash Flow Statement
Data Entry
Microsoft Excel
Intuit QuickBooks
$16 hourly
- 4.9/5
- (4 jobs)
I am a precise Senior Accounting Specialist with 15 years of experience working with Finance and Accounting accounts. Skilled at Financial management, Customer Service, People Management, Collections, and Invoice Processing by using different Accounting tools such as Quickbooks Online, Zoho Books, Sage Intacct, SAP, Salesforce, Coupa, Netsuite, and JIRA. I had experiences handling people to improve one's performance through coaching and operation support. Proven history of resourcefulness, accuracy and extensive knowledge of Accounting and Financial Management.

Financial Analysis
Accounting Software
QuickBooks Online
Data Entry
Accounting Basics
Bookkeeping
Google Docs
SAP
Intuit QuickBooks
Microsoft Excel
Accounts Receivable
Financial Accounting
Accounts Payable
Invoicing
Account Reconciliation
$15 hourly
- 4.7/5
- (6 jobs)
A driven Certified Public Accountant experienced in external audit, compilation, tax engagements, payroll, bookkeeping, treasury functions and investment management. Also a freelance Data Analyst of several foreign companies with spreadsheet and data visualization skills.

Financial Analysis
Data Analysis
Financial Disclosure
International Accounting Standards
Financial Reporting
Financial Accounting
Accuracy Verification
Spreadsheet Software
Data Visualization
Data Entry
Accounting Basics
Microsoft Excel
$10 hourly
- 5.0/5
- (3 jobs)
I have built my career with experiences specializing in back-end operations (i.e Analysis, Accounting, Banking, Data Entry, and Data Management) in financial industries. I am well-exposed to a fast pace and global working environment with good communication, planning, logical judgment, and critical thinking abilities. Here are the services I can bring to the table: 1. Data Entry, Analysis, and Management - I worked as a Financial Analyst handling back-end trading operations in a global Custodian Bank with massive data and time-sensitive processes. Also, I have been a Vendor Management Analyst for Google performing data management, verification, registration, and updating. 2. Virtual Assistance - I was my own virtual assistant as a Financial/ Insurance Advisor with financial industry standards and practices. Monitoring client information, creating the sales funnel, updating CRM, and scheduling meetings through Calendly. 3. Basic Accounting and Business Analysis - Assistant of a Business Analyst in an e-Commerce Investment Banking Firm. I performed a Financial Reports analysis, Amazon Business marketing and sales analysis, and other Business Research. 4. Capital Market Technical Analysis - I have been an enthusiast of investing and trading in Capital Markets using multiple back-tested technical analyses. When can I start helping you with your business? Ping me up or we can discuss any other related offers.

Financial Analysis
Business Operations
Sales Analytics
Growth Analytics
Capital Markets
Search Engine Optimization
Data Analytics
Data Analysis
Microsoft Excel
Microsoft Office
$10 hourly
- 5.0/5
- (5 jobs)
I analyze the economic drivers of commercial property performance including risk analysis, forecasting, trend analysis and assesses financial opportunity, be it related to a present or potential property investment.

Financial Analysis
Real Estate Appraisal
Underwriting
Real Estate
Data Analysis
Management Skills
Microsoft Excel
$18 hourly
- 4.7/5
- (12 jobs)
📚📊 Let's Keep Your Finances in Order for a Bright Future! 🌟 Hello there! 👋 As a dedicated bookkeeping enthusiast, my mission is to help you maintain accurate financial records with utmost precision and timeliness. 📈💼 Connect with me! 📩 I'm here to provide EXCEPTIONAL, VALUABLE, and UNFAILING bookkeeping services, including: ✅ Quickbooks Online Chart of Accounts Setup 📊 ✅ Seamless Monthly Bookkeeping Support 🗂️ ✅ Swift Invoicing and Billing Recording 🧾 ✅ Meticulous Bank Feed Categorization 🏦 ✅ Monthly Bank and Credit Card Reconciliation 📊 ✅ Adept Accounts Payable and Receivable Management 💰 ✅ Thorough Cleanup and Catch-Up Services 🧹 ✅ Masterful Financial Statement Preparation 📊 Don't hesitate to reach out! 📩 Together, we'll create a financial journey that's both organized and prosperous.

Financial Analysis
Accounts Payable Management
Financial Accounting
Financial Report
Account Reconciliation
General Ledger
Accounting
Accounting Report
Chart of Accounts
Microsoft Excel
Intuit QuickBooks
Accounting Software
Bank Reconciliation
Bookkeeping
Transaction Data Entry
$15 hourly
- 5.0/5
- (25 jobs)
My background in Financial Markets and Business Development will enable me to be a valuable contributor to your company. I have worked in a Forex brokerage as a Currency Research Analyst writing daily trading recommendations, daily and weekly market analysis and other research materials using Technical and Fundamental Analysis. At the same time, I was also assigned to research and develop the products and services of the company to make it on par with the leading forex brokerage around the globe. Currently, I am working as a stockbroker in the Philippine Stock Exchange which still includes researching and giving trading recommendations to clients. Working in a startup company helped me to work efficiently and to deliver projects on time, without sacrificing the quality of work.

Financial Analysis
Financial Writing
Article Writing
English
Data Entry
Investment Strategy
Market Analysis
Equity Research
Technical Analysis
Content Writing
Qualitative Research
Forex Trading
Market Research
Finance & Accounting
$25 hourly
- 4.7/5
- (55 jobs)
🏆 TOP RATED ACCOUNTANT Looking for a PROACTIVE and LOW-COST accountant to streamline your finances? Let's talk! Hello! I'm Apple, a Certified Public Accountant and a Certified QuickBooks ProAdvisor with extensive experience in the following accounting fields: ✅ Month-end Reconciliation ✅ Financial Statement Preparation & Analysis ✅ Accounts Receivable Analysis ✅ Accounts Payable Analysis ✅ Bank Reconciliation ✅ General Accounting Services ✅ Bookkeeping I help businesses analyze their finances to make informed decisions and foster growth. I take the "paper" out of paperwork, allowing you to focus on what truly matters – running your business. Let’s work together to streamline your accounting processes and set your business up for success. 𝗚𝗲𝘁 𝗶𝗻 𝘁𝗼𝘂𝗰𝗵 𝘁𝗼𝗱𝗮𝘆 𝘁𝗼 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 𝗵𝗼𝘄 𝗜 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗵𝗿𝗶𝘃𝗲!

Financial Analysis
Bill.com Accounts Payable
Google Sheets
International Financial Reporting Standards
Accounting Principles & Practices
QuickBooks Online
Financial Reporting
Intuit QuickBooks
Bookkeeping
Microsoft Excel
General Ledger
Accounts Receivable
Month-End Close Assistance
Accounts Payable
Bank Reconciliation
$15 hourly
- 5.0/5
- (13 jobs)
*CERTIFIED PUBLIC ACCOUNTANT**XERO CERTIFIED ADVISOR**QUICKBOOKS EXPERT**A2X PARTNER** I integrate Xero/Quickbooks with your ecommerce platform such as but not limited to Amazon, Shopify, Etsy, and Ebay using A2X Accounting, and Etsy using Greenback.. I am proficient in Hubdoc, Google Sheets, Microsoft Excel, PPT, and Word. Your next Certified Accountant also has experience in -General Accounting -Financial Forecasting -Budgeting -Feasibility Study -Financial Statement Preparation (P/L, Balance Sheet, Cash Flow) -Bank Reconciliation -Journal Entries -Variance Analysis -Finding, investigating and fixing incorrect transactions -Setting up Chart of Accounts for start-up businesses -Liaison for auditors. I pride myself in speed and accuracy, especially in this field of work where attention of details is in demand. When working with me, you are assured of excellent quality of work. I always give my 100%, aiming for high efficiency and effectiveness everyday. Let us discuss how we can move your business forward! -Christine

Financial Analysis
Accounting Software
Transaction Data Entry
QuickBooks Online
Stripe
Bookkeeping
Xero
Financial Reporting
Intuit QuickBooks
Bank Reconciliation
Microsoft Excel
Account Reconciliation
$8 hourly
- 4.9/5
- (9 jobs)
I am an experienced Customer Service Supervisor with a background in virtual assistance and customer service. My career has been defined by a commitment to providing exceptional service, which has led to a promotion to Supervisor from a representative position in my previous role. I have effectively managed a customer service team, conducting evaluations, providing constructive feedback, and overseeing training programs. My expertise includes handling various support channels, such as emails, live chats, and calls, both inbound and outbound. I hold a degree in Finance and Treasury Management from Pamantasan ng Lungsod ng Maynila, graduating in April 2018. During my studies, I gained practical experience as a Customer Service Representative at Convergys, where I assisted clients with technical issues related to internet and cable services. I am eager to take on new challenges, adaptable to various tasks, and flexible with working hours, including graveyard shifts. I am excited to bring my unique blend of skills and experience to a new role. - Arianne

Financial Analysis
Customer Service
Financial Management
Microsoft Excel
Managerial Finance
Microsoft PowerPoint
Technical Support
$20 hourly
- 5.0/5
- (17 jobs)
Expert in Accounting/Bookkeeping/Business Process Improvement/Taxation in various tools: -Excel -Google Sheets -QuickBooks Online/Desktop -Wave Accounting -Microsoft Dynamics 365 Business Central -Xero -Zoho Apps (Books,Invoice, Billing, Expense, Inventory) SERVICES: • Full charge of Bookkeeping and cleaning up accounting records. • Financial Reporting (Profit and Loss Report, Balance Sheet, and Cash Flow Statement). • Financial Analysis (Costing/Budgeting/Forecasting) • Bank Reconciliation • Order Management • Payroll Computation, Timekeeping and Withholding taxes • General Accounting Services (Invoicing/Purchase Order/AR and AP Monitoring) • Business Process Audit/Improvement/Internal Audit • Lead Generation • Data entry, presentation, validation, and analysis with Microsoft Office/GoogleSheets (excel, word, and PowerPoint). Exposure with below work-related applications/software: -Slack -Asana -Clickup -Stampli -Supportbee -Wrike -Egnyte -Missive -Time Doctor -MS Teams -MS Onedrive -Katana -Karbon -Hubspot

Financial Analysis
Cost Accounting
Wave Accounting
QuickBooks Online
Accounting
Bookkeeping
Data Entry
Accounts Receivable
Balance Sheet
Invoicing
Microsoft Excel
Financial Report
Order Management
$12 hourly
- 5.0/5
- (6 jobs)
Greetings! I am Louella, your dedicated and experienced accountant/bookkeeper specializing in QuickBooks Online with a knack for meticulously cleaning up financial records. With a keen eye for detail and a commitment to accuracy, I efficiently organize and streamline messy books, ensuring clients' financial data is precise and up-to-date. Let me bring clarity to your finances so you can focus on what matters most – growing your business Here's what I bring to the table: ✅Account Clean-Up Expertise: ▪Helping businesses get their financial records back on track, and can efficiently organize and clean-up messy or outdated bookkeeping files, ensuring accuracy and compliance. I thrive on untangling financial webs, organizing chaos, and delivering crystal-clear financial snapshots that illuminate your business's true financial health. ✅Bookkeeping ▪ Accounts Payable Processing. ▪ Billing Customers and Following-up of Receivables. ▪ Bank and Credit Card Reconciliation. ▪ Review and Reconciliation of General Ledger accounts. ▪ Payroll Processing. ✅Accounting ▪ Preparing and Reviewing the Financial Statements ( Balance Sheet, Profit & Loss & Cash Flow) ▪ Financial Reporting and Highlights(Dashboard). ▪ Budget and Forecast including Monitoring and Expenditure Tracking. ▪ Creating and Improving Internal Accounting Process. TOOLS: ✅ Quickbooks Online ✅ Quickbooks Desktop ✅ Oracle ✅ MS Excel, Word and Powerpoint ✅ Microsoft Power BI Desktop ✅ Google Sheets ✅ Stripe ✅ Paypal ✅Cardpointe ✅ Plooto ✅ Dext ✅ Nettl ✅ Infoflo A CPA with over 15 years experience handling full cycle accounting in different industries : ✅ Retail and Manufacturing ✅ Construction ✅ Service ✅ Non-Profit ✅ Rental/Leasing SKILLS : ✅Skilled at resolving account and data discrepancies, and possess strong commitment to accuracy in all financial reconciliation tasks. ✅Superior knowledge of financial reporting and analysis. ✅Proficient in budget preparation, tracking of cost and variance analysis. ✅Strong knowledge in creating and improving internal accounting process for optimal performance. Ready to embark on a journey to financial clarity? Let's connect and turn your financial chaos into a masterpiece of order and insight!

Financial Analysis
General Ledger
Financial Accounting
Accounting Basics
QuickBooks Online
Financial Statement
GAAP
Intuit QuickBooks
Accounts Payable
Accounts Receivable
Accounting
Microsoft Excel
Bookkeeping
Bank Reconciliation
Account Reconciliation
$10 hourly
- 5.0/5
- (5 jobs)
An accounting professional here!!! With expertise in Retail Accounting, E-Commerce and B2B transactions. 🔥Knowledgeable in Accounting software such as SAP, MYOB, XERO, QBO, Lexofiice (German Accounting Software) and other ERP System 🔥Self-Directed and ability to work without supervision. 🔥Detail-oriented, adaptable, trustworthy and hardworking. 🔥Proficient in Microsoft programs with an expertise in Microsoft Excel. 🔥Works well under pressure and has a good organizational skill. 🔥🔥🔥CAREER HIGHLIGHTS: • List of Accomplishments and Contributions on my current company 1) Addback an amount of Php 2.3 Million+ from a double deduction on payment made by our major Customer 2) Addback an amount to Php 700,000+ from an unnecessary promotional deduction on payment made by our major Customer Please see below my detailed list of activity as an Accounts Receivable Specialist : • Checking of Sales Invoice Posted in the ERP System versus actual Invoices • Monitoring of Sales Payment ( Bank remittances ) • Weekly Bank Reconciliation of Payment Remittances (Trade Transactions), Cash deposits from direct stores (Kiosk ) & Credit transactions (Acc. Payables: VP & CV) • Weekly follow-up collection thru call & email ( every Thursday ) and Scheduling Collection • Making of Statement of Accounts for Unsettled or Overdue Account • Checking the accuracy of customer’s payment and other documents related to its account such as Deductions ( EWT, Returns, Promo Discount, Rentals, Ad Support and others ) • Encoding of Payment and Deductions to an ERP System / Accounting Software • Monthly report of Aging Receivables

Financial Analysis
Accounts Receivable Management
Data Entry
VLOOKUP
Bookkeeping
Microsoft Excel PowerPivot
Xero
Financial Reporting
Data Analysis
Cost Accounting
Balance Sheet
Bank Reconciliation
Financial Audit
Tax Return
Intuit QuickBooks
$20 hourly
- 5.0/5
- (6 jobs)
My goal is to help you save time in managing your financials so you can focus on doing amazing things in your precious time. Your time saved can be used in generating more 💰 revenue for your business or spending 🕘 time with your loved ones. Let's partner up and make strategic decisions for your business by having a clear grasp of your financials. We can scale-up by working together on the following: ☆ Manage and improve your cashflow ☆ Create and review your budget ☆ Remove unnecessary cost ☆ Optimize your inventory ☆ Manage your accounts payable and accounts receivable ☆ Generate financial reports ☆ Understand your numbers and their impact on your business ☆ Forecast and create a strategy to scale your business I want to add value to your business and help you reach its full potential! Let's talk about goals!

Financial Analysis
Financial Accounting
Xero
Alteryx, Inc.
Business Valuation
Business Modeling
PeopleSoft
Tableau
Oracle Hyperion Planning
SQL
Financial Reporting
Bookkeeping
Microsoft Office
Intuit QuickBooks
SAP
$20 hourly
- 5.0/5
- (12 jobs)
I am a detail-oriented and experienced CPA who worked in auditing firms and in multinational companies listed in UK & US, with multi-currency and intercompany transactions, covering the end-to-end accounting process. What I do: ✅ Clean-up, catch-up, maintain books. ✅ Double-check that entries are properly categorized, verified, and details are accurate. ✅ Prepare bank and credit card reconciliations. ✅ Cashflow management, budgets, and forecasts. ✅ Records management - easily accessible and updated. ✅ Chart of accounts - set-up and review. ✅ Prepare invoices, bills, payments, journal entries, payroll, tax returns. ✅ Check if individual customer balances tie-up with accounts receivable balance. ✅ Check if individual vendor balances tie-up with accounts payable balance. ✅ Conduct a monthly physical inventory, compare with books, and make adjustments if necessary. ✅ Check if fixed assets in the balance sheet match to the balances in the fixed assets register. ✅ Make sure that depreciation and amortization are properly computed and updated. ✅ Compute the foreign exchange transactions and prepare the corresponding journal entry. ✅ Monthly close procedures. ✅ Follow proper accounting procedures/principles. ✅ Provide relevant financial reports with analysis highlighting the key performance indicators. ✅ Review each account to check which account needs attention. ✅ Conduct financial audit and provide an audited financial statements with notes. Credentials: ✅ Proficient in QBO, Xero, Wave, FreshBooks, Excel, Drake tax software ✅ Can produce financial statements from scratch (extracted from any ERP) ✅ Well-versed in accounting principles and knowledge in US tax and payroll. ✅ Knowledge in Financial Modeling for real estate multifamily and commercial. ✅ Experience in Big4 auditing firm in the Phils ✅ Problem-solver. Can figure out solutions to problems even in unfamiliar software like SAP. ✅ Experience in auditing big companies like San Miguel Corporation, Phil. Airlines, KFC to name a few. ✅ Experience in setting-up accounting system from scratch with accounting policies and procedures. ✅ Experience in negotiating with banks, suppliers, tax authorities, local government regarding payable, loans, tax audits, permits respectively. ✅ Experience in setting-up and implementing computerized accounting system and payroll. ✅ Discovered fraud in some of our audit clients. Clients in Upwork: ✅ Shopify seller - cash flow forecast, sales and expenses analysis. ✅ Summer Camp - QB payroll, bookkeeping, reconciliations, financial reports. ✅ Caregiving - bookkeeping, reconciliations, financial reports. ✅ Construction - categorization, vendors and suppliers maintenance, file management. ✅ CFO - shadow of a CFO, prepare projections and forms. Character: ✅ Work independently but also a team player ✅ Meticulous ✅ Resourceful ✅ Diligent and patient ✅ Involved ✅ Delivers quality results Interests: 👋 Real estate bookkeeping (rentals and property management) 👋 US and Australian tax 👋 US payroll 👋 Financial Modeling

Financial Analysis
Corporate Finance
Financial Model
US Taxation
Cash Flow Statement
Bookkeeping
QuickBooks Online
Microsoft Excel
Accounts Payable
Financial Projection
Balance Sheet
Financial Accounting
Bank Reconciliation
$15 hourly
- 5.0/5
- (4 jobs)
A graduate of Bachelor of Science in Business Management with extensive experience in Operations Management, General Accounting and Administrative Assistance for diverse and small companies locally and internationally. I have a passion of helping entrepreneurs sustain and grow their business to the highest level of efficiency and productivity. As an Expert Operations Manager, I provide Management and Consultation Services that include, but not limited to: • Strategy Formulation and Business Development • Sales Generation and Marketing Programs • Customer Service and Feedback Management System • Operating Systems and Process Quality Assurance • Recruitment Selection and People Development As an Experienced Business Administrator, I provide General Accounting and Administrative Services that include, but not limited to: • Financial Statement Preparation and Data Analysis • Sales Forecasting and Income Budgeting • Inventory Stock Audit and Variance Analysis • Project Management and Task Coordination • Social Media Management and Content Creation To help business owners deliver better sales and profit results, my consultation and administrative services come with the following supported applications: • Business Reports (Microsoft Excel, Word, Powerpoint, Outlook, Teams, Office 365, One Note, Sharepoint) • Data Management (Google Workspace, Gmail, Spreadsheet, Docs, Drive, Calendar, Hangouts, Meet, Classroom) • Project Management (Asana, Wrike, Click Up, Monday.com) • Website Creation (Wordpress, Wix) • Accounting System (Quickbooks Online, Xero Advisor, Xero Payroll) • Content Editing (Canva, Hootsuite) • Monitoring System (Calendly, Zoho, Tutor Bird, Xodo Sign, Stripo Email, Adobe Acrobat, Power BI, Indeed) • Recording Platforms (Zoom, Vocaroo, Loom, Awesome Screenshot) • Communication Channels (Messenger, Viber, Slack, WhatsApp, Telegram, Skype) The outcome of every business that I handled really matters as I committed to extend quality service and great collaboration with its stakeholders.

Financial Analysis
Bookkeeping
Staff Recruitment & Management
Customer Service
Social Media Management
Data Entry
Inventory Management
Operating Systems Development
Personal Administration
Virtual Assistance
Accounting Basics
Content Editing
Google Workspace
$8 hourly
- 5.0/5
- (6 jobs)
Hi! I'm an experienced accountant with demonstrated expertise in different accounting industries for more than three years. I have the following skills: ✅ Bank reconciliation, accounts (general ledger) reconciliation, budget forecast, depreciation of asset, preparation of tax returns, and financial statements analysis ✅ Immediate level of experience in QuickBooks, Zoho Books, and SAP ✅ Billing and Invoicing ✅ Proficient in MS Office applications (Excel, Word, Outlook & Powerpoint) & Google Sheets ✅ Knowledge in online banking transactions ✅ Multi-tasker and can meet deadlines ✅ Writes and speaks fluent English ✅ Strong organizational skills and can analyze problems very well ✅ Can work with minimal supervision Please don't hesitate to message me. Thank you!

Financial Analysis
Accounts Receivable Management
Accounts Payable Management
Financial Reporting
Google Docs
Bookkeeping
Data Entry
General Ledger
Bank Reconciliation
Intuit QuickBooks
Accounts Payable
Zoho Books
Microsoft Excel
Account Reconciliation
$15 hourly
- 5.0/5
- (4 jobs)
✨ Upwork Top Rated! I am passionate about helping others, family-oriented, and goal-driven Bookkeeper, Data Analyst, and Social Media Manager for 2+ years. In my 2+ years career, I have helped more than 5 clients in growing their businesses to thrive in this volatile environment. What I do? ✨Analyzed Business Sales Summary Reports ✨Creating Invoice, Journal Entry, and other Accounting Data ✨Evaluating and Analyzing Analytics ✨Up to date on social media trends ✨Introduce strategies based on analytics. ✨Social Media Report and action plan. Maximize your business potential by entrusting me with your accounting, research, and social media endeavors. With my expertise in these areas, you can reclaim valuable time for focusing on crucial priorities that drive your success. Unlock unparalleled growth and prosperity by reaching out to me today. Let us join forces and embark on a journey toward mutual triumph!

Financial Analysis
Editing & Proofreading
Google
Social Media Management
Graphic Design
Content Writing
CRM Development
Bookkeeping
Data Entry
Microsoft Office
Microsoft Excel
$10 hourly
- 4.8/5
- (41 jobs)
A Cum Laude graduate of BS Business Administration major in Management Accounting who can provide services like: - maintain and research financial data - strong research, data analysis and data management - build a data record that can be used by developers to create their own database and maintain it - perform quality analysis - create report through Microsoft Applications like Word, Excel and Powerpoint and Google Suite like Docs, Sheets and Presentation - customer service through voice and non-voice These services that I can provide are all backed up by my professional accomplishments and experiences when I worked as a Content Analyst for the financial market at Refinitiv Asia, an LSEG business. I maintain and research financial data for the Refinitiv platform to ensure timeliness and accuracy of the set of data we offer to our clients. As a Content Analyst, I have developed a strong research and data management skills that I even applied to the projects I made here in Upwork for Webhose.io & Green World Financials as their Data Analyst and Researcher. I performed Data Analysis and Research for the company to use to update and improve their database.

Financial Analysis
Lead Generation
Online Research
Microsoft Office
Google Workspace
Company Research
Data Entry
Email Communication
Data Mining
Communication Skills
Email Support
Microsoft Excel
$12 hourly
- 5.0/5
- (43 jobs)
I am a Certified Public Accountant with 10 years of accounting experience. I have handled various company accounts using accounting software such as QuickBooks Desktop and Quickbooks Online, Xero, and Zoho Books. I have worked with companies with various businesses such as Real Estate, e-commerce, service providers, Investments, SME's, etc. With my Advanced knowledge of US GAAP & International Financial Reporting Standards, I have handled the bookkeeping of various US companies.

Financial Analysis
PayPal
Xero
QuickBooks Online
MYOB Administration
Square API
Google Sheets
CPA
Zoho Books
Bookkeeping
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Intuit QuickBooks
$12 hourly
- 5.0/5
- (6 jobs)
Welcome to my profile! I am Krizza, a dedicated and experienced Certified Public Accountant. I graduated from Saint Louis University, Philippines, with a Bachelor of Science in Accountancy, earning a GPA of 3.3/4.0 (Cum Laude). After successfully passing the Licensure Examination for Certified Public Accountants, I began my career as an Audit Associate at KPMG Philippines and later served as a Head Accountant in a corporation. Currently, I am pursuing a career as a freelance Accountant/Bookkeeper, specializing in services for Individuals and small to medium-sized businesses. Let’s work together to achieve your financial goals! With more than five years of being a Certified Public Accountant and an experienced professional, I gained the following skills: · Maintaining Financial Records · General Ledger Maintenance · Accounts Payable Management · Accounts Receivable Management · Bank Reconciliation · Financial Reporting · Payroll Processing

Financial Analysis
Management Consulting
Bookkeeping
Cost Accounting
Tutoring
Accounting Report
Management Accounting
Data Entry
QuickBooks Online
Financial Statement
Financial Audit
Financial Report
Microsoft Excel
$18 hourly
- 5.0/5
- (7 jobs)
⭐⭐⭐⭐⭐Being a freelancer and sharing my accounting and bookkeeping skills in digital platform was the best decision I've ever made in my career. I have worked as an accounting associate for about 8 years in top bank in the country. Transitioning as a freelance bookkeeper since 2021, I got certified in QuickBooks Online, Intuit Bookkeeping and Xero Accounting to demonstrate my knowledge in this field. I was able to be a virtual bookkeeper in my previous experience in an accounting firm based in Canada and several US clients. I help clients financial books specifically: ✅Books catch up & clean up ✅Bank and credit card reconciliation ✅Allocating and categorizing transactions. ✅ AR/AP Management ✅Prepare and review financial statements such as P&L, Balance Sheet, and Cash flow statements. ✅GST/HST/ AB Levy-Canada ✅Record journal entries. ✅ STR, LTR, Flipping, Renovation - Real estate bookkeeping - Canada ✅ Shopify bookkeeping ✅Gusto Payroll ✅Full cycle bookkeeping. ✅Other bookkeeping services as required. Now, I've decided to take the next step in my freelance career and ready to help clients Worldwide here at Upwork . I am equipped with skills and in depth knowledge and experience in GAAP principles. I'm also dedicated to every project or work with potential clients. I made sure that I am equipped in bookkeeping field by having: Certification and Credentials: 🏅Intuit Certified QuickBooks Online ProAdvisor (CQPA) - Daily usage since 2021 🏅Intuit Bookkeeping Basic- Certified 🏅Intuit Professional Bookkeeping - Course Taker 🏅Xero Certified Advisor 🏅Member of the Freelance Accountant & Bookkeepers Philippines 🏅Bachelor's Degree Holder-Internal Auditing Accounting Software but not limited to: -QuickBooks Online -Xero Accounting Software File and Project Management Knowledge but not limited to: -Dropbox -Google spreadsheet -Airtable -Click up -Trello -Asana -Discord -Notion Here are my expertise lists but not limited to the following: • Accounting & Bookkeeping • Financial Statement Reporting • AR/AP Management • Gusto Payroll • QuickBooks Online Setup • Book Catch up and Cleanup • Cash Flow Analysis • Data Migration • Audits Key take aways of working with me, I work with integrity, professionalism, very good work ethics, friendly and always make my clients happy with the result. Never let bооkkееріng аdd ѕtrеѕѕ tо your lіfе аgаіn. I wіll еnѕurе уоur financials are uр-tо-dаtе, rеаdу for tаx time, and mоѕt importantly – dоnе. MESSAGE ME RIGHT NOW. Thanks for your time and consideration. I look forward to working with you.

Financial Analysis
Invoicing
Gusto
Financial Reporting
QuickBooks Online
Numeric Fluency
Bookkeeping
Balance Sheet
Cash Flow Statement
GAAP
Bank Reconciliation
Accounts Receivable
Accounting
Accounts Payable
Intuit QuickBooks
$15 hourly
- 5.0/5
- (10 jobs)
Reasons why you should consider WORKING with an EXPERIENCED ACCOUNTANT like ME: ✅ Your BOOKS are messy and you are NOT SURE of your numbers ✅ You are BUSY with your GROWING business and you need expert support to look after your BOOKS and FINANCES ✅ SAVE TIME and MONEY for the task you consider as BORING (not for me though) ✅ TAX-SEASON is just around the corner and your BOOKS are NOT UPDATED ✅ Looking for someone who will HELP YOU INTERPRET the meaning behind your FINANCIAL REPORTS Here are some of the services I OFFER: ✅ Catch up and books clean-up ✅ Invoicing and billing ✅ Ensure that your transactions are categorized accordingly ✅ Reconciling bank accounts, credit cards, and PayPal accounts ✅ Prepare journal/adjusting entries (Payroll, depreciation, loan payments/amortization, accruals) ✅ Payroll processing ✅ Prepare customized reports tailor-fit your company's needs ✅ Accounts Receivable Management ✅ Accounts Payable Management ✅ Review cash position and projected cash flows ✅ Review Actual Profit and Loss vs. Budget and vs. Prior Years ✅ Financial statement analysis ✅ Business Activity Statement preparation A little introduction: I am a passionate Certified Public Accountant motivated to help small business owners streamline their bookkeeping and accounting process, and guide them in management decision-making that will grow their businesses. With over 11 years of accounting experience, I have managed QUICKBOOKS and XERO in different industries such as PROPERTY MANAGEMENT, REAL ESTATE INVESTOR, eCOMMERCE, CONTRACTOR, LENDING, TRANSPORTATION, CAFE, TRAVEL AGENCIES, and other SERVICE-ORIENTED businesses. I sincerely care about my client's business. Their business is also my business. I take pride in giving them the best investment value for my service. ALLOW ME TO HELP YOU. Looking forward to speaking with you!

Financial Analysis
Finance & Accounting
Goods & Services Tax
Accounting Principles & Practices
Real Estate
Xero
Data Entry
Bank Reconciliation
Account Reconciliation
Bookkeeping
Intuit QuickBooks
Accounting
Accounts Payable
Accounting Basics
Financial Accounting
$14 hourly
- 5.0/5
- (5 jobs)
With over a decade of invaluable experience at JP Morgan Chase & Co., one of the leading financial institutions in the United States, I bring a wealth of expertise in the realms of fraud prevention, team leadership, and client service. As a seasoned Fraud Prevention Specialist, I've honed my skills in detecting and mitigating fraudulent activities, ensuring the security and integrity of the institution and its clients. In my capacity as a Team Leader, I've successfully guided and inspired a team of professionals, overseeing daily operations, enforcing best practices, and contributing to the collective success of the team. This leadership role has allowed me to develop a keen understanding of effective team dynamics and has equipped me with the ability to drive results in a collaborative environment. My experience as a Client Service Analyst has further enriched my skill set, enabling me to adeptly address and resolve client inquiries with a focus on delivering top-notch customer satisfaction. I've played a pivotal role in implementing client service strategies that have enhanced the overall reputation of JP Morgan Chase & Co. I am now eager to bring this diverse skill set to freelance opportunities, leveraging my extensive background to provide exceptional services in fraud prevention, leadership, and client service. My proven track record of success at a renowned financial institution positions me as a reliable and skilled professional ready to contribute to the success of your projects on Upwork.

Financial Analysis
Inventory Management
Training Presentation
Financial Risk
Mailchimp
Shopify
Ecommerce
Social Media Content
Social Media Design
Real Estate Virtual Assistance
Photo Editing
Customer Service
Virtual Assistance
Data Entry
WordPress
Zendesk
Email Support
Social Media Engagement
Canva
$15 hourly
- 4.9/5
- (68 jobs)
HAVING A HARD TIME SEEKING FOR : 🫵 EXERIENCED PRESENTATION DESIGNER 🫵 EXCEL & GSHEET GURU 🫵 DOCUMENT DESIGN PROFESSIONAL ➡️➡️➡️Look no more. I got ALL of this covered! 🧙‍♀️ Experienced Presentation Designer (PowerPoint | PPT | Slides | Canva | Lucidchart) 👽 Excel and Google Sheet Guru (Templates | Dashboards | Reports | VBA | Advance Functions) 🐲 Document Design Specialist (Business documents | Form | Ebook | Newsletter) Here are the full deeds on what I can offer: 1️⃣ Aesthetic and Visually Appealing Presentations ✅ Customized Presentations : Minimalist | Professional | Modern | Clean | Fun ✅ Ensure brand consistency across all presentations ✅ Course and Workbook Presentations | Seminars and Trainings | Educational Materials 2️⃣ Captivating & Compelling Sales & Pitch Decks ✅ Concise and engaging ✅ Incorporate relevant graphics, charts, and visuals to support the content ✅ Transforming complex ideas and financials to visually engaging slides 3️⃣ Expertly Designed Documents in Word ✅ Business Documents (Invoice forms | Newsletter | Reports |SOP & Guidelines | Process Flow ✅ Consulting designed forms like Mckinsey & BCG (Boston Consulting Group) ✅ Strategic layout design, typography, and use of your brand elements ✅ Accurate Editing with Proofreading 4️⃣ Advanced Data Visualizations, Analysis, and Dashboards in Excel and Google Sheets ✅ Template assistance on Financial Analysis | Modelling | Projection | Dashboard ✅ Beautiful templates for KPI & Metrics | Consulting | Charts | Graphs | Tables ✅ Advance functions and formulas : VBA, Macro PowerPivot, Powe query, If functions, Array, lookup, Index match etc… ✅ Formula fix / help 5️⃣ Social Media Contents (Instagram Post, Instagram Story, LinkedIn banner, and Facebook) 6️⃣ Minor Design Touchups ✅ Cleanup, reformat, enhance, and redesign presentation ✅ File transfer or convert (Canva, Powerpoint, Word, PDF, DOCX, PPTX ) ✅ Formatting text, adding relevant visuals or graphics, and enhancing overall flow and structure of the presentation 🔎Tools ☑️ Advanced proficiency in Microsoft Excel and Google Sheets ☑️ PowerPoint (PPT) ☑️ Canva ☑️ Google slides (GSlides) ☑️ Lucid chart ☑️ Miro 🎳Skills ☑️ High Proficiency with presentation design tools ☑️ Strong writing and communicating skills in English ☑️ Ability to work independently and meet deadlines ☑️ Attention to detail and creativity ☑️ Strong graphic design skills ☑️ Ability to work efficiently under tight deadlines Let’s Talk! PAU

Financial Analysis
Excel Macros
Template Design
Data Analysis
Google Slides
Pitch Deck
Virtual Assistance
Business Presentation
Dashboard
Data Visualization
PowerPoint Presentation
Microsoft Excel
Presentation Design
Canva
Graphic Design
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