Hire the Best Financial Forecasting Specialists in Arizona

Salesforce Senior Administrator / Implementation Consultant / Business Analyst My area of expertise is designing, implementing, improving and managing Salesforce CRM databases. Over 23 Years Salesforce CRM Administration & Management experience. 35 Years Business Aviation experience. 32 Years Sales Operations experience. 26 Years CRM Management experience. 12 Years OEM Mainframe Database System Management experience. 6 Years Data Support Team Management experience. 1.5 Years Quarterly Incentive Compensation Calculation to Payout Process Management experience. 3 Years Salesforce Architect, Implementation, Administration and Analytics Consulting. 25+ Years Volunteer Service & Leadership. 25+ years Microsoft Office. 5 Years Google Workspace. 2 Years Microsoft Dynamics CRM. Dozens of add-on Salesforce apps. I've effectively worked remote for over 15 years. I'm willing to travel or work in local offices on an occasional basis. I have completed new Salesforce implementations for small businesses within 5 to 40 hours. I'm an expert with Sales & Service Cloud system configuration and administration with hands-on experience in these Salesforce Products: Sales Cloud - 23+ Years Service Cloud - 10 Years Salesforce CPQ - 2 Years Salesforce Maps - 3 Year Marketing Cloud - 2 Year Experience Cloud (Customer Community) - 1 Year Pardot aka Account Engagement - 2 Year NPSP - 9 Months Commerce Cloud (CloudCraze) - 4 Months FSL - 3 Months I've completed and worked with several Salesforce integrations including but not limited to Salesforce CPQ, Salesforce Maps, Marketing Cloud, DealHub, Quickbooks DB Sync, Qualtrics, Delighted, GetFeedback, CalidusCloud Clicktools, SalesRabbit, PhoneBurner, CloudCraze, Pardot, Marketo, LinkedIn Sales Navigator, Zoominfo, Mambo Merge, S-Docs, Spinify, Dataloader, Jitterbit, and Google Maps & Analytics. I'm a team player that has designed and implemented several Salesforce instances. I am very comfortable working with all levels within an organization from drivers, call centers, or shop floor team members, all the way up to the CEO and Company Board Members. Implementations and system management experience ranges from creating the CRM tool for a Worlds Largest Business Aviation Maintenance Repair and Overhaul provider to Small Businesses with as few as 3 employees. I have worked in Business Aviation, Solar Construction, Veterinary Ultrasound Equipment Sales & Training, Trucking/Transportation, Heavy Equipment Part Sales, Venture Capital and Financial Services, Product manufacturers, Security and Paving companies, and with Non-Profit industries. I would love to expand my portfolio into new industries! I am absolutely passionate about my work and a self proclaimed Salesforce Evangelist. I've also worked with HubSpot and Microsoft Dynamics, and am able to help with other CRM tools, especially when migrating the CRM to Salesforce. I am an expert at digging into existing processes and translating business requirements into simplistic user interfaces in both Salesforce Lightning and Classic versions. I good at translating requirements and typically end up helping streamline existing processes. I've replaced BI tools by building out custom functionality to capture the necessary data in Salesforce and then building out the associated dashboard reporting. I've managed Customer Satisfaction, Customer Loyalty and NPS survey processes with a variety of add-on tools. I've managed and dramatically streamlined incentive compensation payout and sales data management administration processes and procedures. I managed and processed requests from an end-user queue at an enterprise level company with over 600 requests annually and effectively consolidate and prioritize requests, recommend and implement best practice solutions. I like to fix the things that cause pain in your CRM, App pre-purchase review, architecture, implementation, CRM administration by the hour and other cool things with Salesforce!

Thank you for considering me for your next project or long-term partnership. Over the last 7+ years on Upwork, I have worked with business owners across a wide range of industries helping them build stronger financial systems, clean up messy books, improve reporting accuracy, and most importantly — better understand the financial side of their business so they can make confident decisions. While many professionals on this platform focus strictly on bookkeeping or accounting, I bring a very different perspective. I combine over 20 years of corporate leadership experience, including 18 years as a Senior Manager with a Fortune 500 company, with 7 years of hands-on experience building and operating my own small businesses. That combination gives me something most traditional accountants and fractional CFOs simply do not have: A real-world operator’s perspective. I understand what it actually feels like to run a business, manage cash flow, make payroll, scale operations, manage teams, navigate uncertainty, and make difficult decisions while balancing growth and profitability. I know what keeps business owners up at night because I live it myself. I am not your traditional accountant who simply categorizes transactions and sends reports at month-end. I work alongside business owners as a financial partner focused on helping answer questions like: • Where is cash leaking in my business? • Can I afford to hire another employee? • Why is revenue growing but cash flow still tight? • What are my margins actually telling me? • How do I build better financial systems to scale? • What decisions should I be making based on my numbers? My background started with earning my Accounting degree from Elon University, followed by over a decade specializing in bookkeeping and financial management while becoming a Certified QuickBooks ProAdvisor. Over the years I have developed deep expertise supporting: • Service-Based Businesses • Digital Marketing Agencies • E-Commerce Businesses • Nonprofits • Growing Small Businesses Preparing To Scale I provide both traditional bookkeeping support as well as Fractional CFO and financial advisory services designed to help owners move beyond simply “keeping the books” and start using their financials to make better strategic decisions. Services I provide include: • Fractional CFO Services • Cash Flow Forecasting & Management • Financial Strategy & Growth Planning • Profitability Analysis • KPI Development & Business Performance Reporting • Budget Creation & Financial Planning • Financial Process Improvement & Operational Analysis • QuickBooks Online Setup & Optimization • Monthly Bookkeeping & Account Reconciliation • Accounts Receivable & Accounts Payable Management • Payroll Solutions • Historical Cleanup & Catch-Up Bookkeeping • Transaction Categorization & Chart of Accounts Design • Monthly Financial Reporting (P&L, Balance Sheet, Cash Flow Statement) I pride myself on being highly responsive, proactive in communication, and genuinely invested in helping business owners build stronger companies. At the end of the day, clean books are important. But understanding what your numbers are telling you is what truly drives growth. I look forward to learning more about your business and discussing how I can help support your goals.!

"Hi, I’m Ali , I'm a highly motivated Accounting professional with 5 years of experience in Financial and General Accounting who possesses excellent time management skills with the ability to manage and prioritize workload efficiently. Here’s how I can support your financial success: • Bookkeeping and Clean-Up • Bookkeeping and Catch up (Categorize, record and reconcile) • Catch up of previous years financial transactions bookkeeping • Payroll Invoicing • Managing Real-State Transaction bookkeeping • Managing Loan Transaction bookkeeping • Financial Statements Preparation bookkeeping • Vendors and Customers management bookkeeping • Categorization, Classifications, and Reconciliation of up to 10 years transactions • Ongoing Monthly Bookkeeping Help • Setting Up Chart of Accounts • Record Invoices and Bills in any accounting system • Bookkeeping For Real Estate Business I’m here to make managing your finances stress-free. Let’s connect via chat, Zoom, or Teams to discuss your project and explore how I can assist you in achieving financial clarity and success! Kind regards, Ali

I help small businesses use AI, automation, and custom tools to solve operational problems and scale more efficiently. My best work is with SMBs in construction, technical services, and other hands-on industries where quoting, scheduling, job tracking, invoicing, communication, and reporting often become messy or manual. I do not just give advice. I help identify the bottlenecks, design the solution, and build the system. That might include: AI consulting for SMBs Workflow automation Custom internal apps Job and project tracking systems Quoting, invoicing, and payment workflows AI assistants for repetitive admin and communication Dashboards and reporting tools I have worked with 300+ clients, from small owner-operated businesses to organizations like Google, Symantec, The Trevor Project, PGA of America, and Getaround. My focus is always the same: build practical solutions that save time, reduce friction, and help the business run better. I work fast, communicate clearly, and prefer to start with simple, high-impact improvements before expanding into bigger systems. If your business is stuck in manual processes, disconnected tools, or admin overload, I can help you simplify it and build something that works.

Comprehensive Accounting Expertise: Skilled in all areas of accounting, including Accounts Payable (AP), Payroll (PR), Accounts Receivable (AR), General Ledger (GL) reconciliation and troubleshooting, as well as financial statement analysis, for both cash and accrual accounting methods. Staff Training & Support: Experienced in training, mentoring, and supporting accounting and administrative teams to ensure efficiency and accuracy. Systems Adaptability: Proficient with a wide range of accounting systems, from QuickBooks Pro to enterprise-level platforms such as Oracle and Oracle Cloud. Workload & Time Management: Highly capable of managing large workloads, prioritizing tasks effectively, and consistently meeting deadlines. Human Resources Support: Skilled in handling HR-related issues with professionalism and discretion. Interpersonal Skills: Comfortable collaborating with diverse management levels and personalities, fostering productive workplace relationships. Professionalism & Organization: Detail-oriented, highly organized, adaptable, and able to maintain composure under pressure. Technical Proficiency: Advanced proficiency in Microsoft Excel, Google Sheets, and various accounting software platforms.

Medical Billing & Revenue Cycle Management Expert | Unlocking Revenue, One Claim at a Time! With over 15 years of experience in Medical Billing and Revenue Cycle Management (RCM), I am a results-driven expert committed to transforming your revenue cycle into a high-performing machine. From coding accuracy to denial management and cash flow optimization, I use a combination of data-driven insights, automation, and process improvement strategies to maximize reimbursements, reduce denials, and improve operational efficiency. Let’s take your revenue cycle from average to exceptional! ________________________________________ What I Do: 💼 Full-Cycle Revenue Management I handle end-to-end revenue cycle management, including billing, coding, collections, and cash flow management. My strategies streamline processes, reduce A/R days, and increase revenue recovery, resulting in a healthier financial outcome for your organization. 🩺 Billing & Coding Optimization I ensure accurate coding (CPT, ICD-10, HCPCS) and timely claims submissions to minimize denials and maximize reimbursements. Using industry best practices, I improve billing efficiency and ensure compliance with payer regulations. 🚨 Denials Management & Appeals I identify trends in denied claims, develop targeted appeals strategies, and implement preventive measures to reduce future rejections. 30% reduction in denials is a result I’ve delivered for clients time and time again. 💰 Payer Relations & Contract Negotiations I negotiate optimal reimbursement rates and review payer contracts to ensure you’re getting the best rates. My expertise has led to 15% higher reimbursement rates, improving your bottom line. 🔄 Process Improvement & Automation I implement process optimizations and automation tools to speed up claims processing and reduce administrative costs. By identifying inefficiencies, I’ve been able to increase claims processing speed by 30% and reduce operational costs by 20%. 📊 Financial Reporting & Analytics Using data analytics, I track key performance indicators (KPIs) like A/R days, collections, and denials to provide actionable insights. I ensure your business decisions are informed by accurate, up-to-date data. 📜 Compliance & Risk Management I ensure full HIPAA compliance and adherence to payer guidelines, reducing risk and ensuring audit-readiness. Regular audits and proactive measures mitigate potential compliance issues. 💬 Customer Experience & Communication I optimize patient self-service, improve electronic bill payment systems, and ensure clear communication about billing. By improving these touchpoints, I’ve seen 20% more on-time payments and higher customer satisfaction. 👥 Team Development & Training I create training programs to empower your team, reduce turnover, and increase productivity. My leadership fosters a culture of growth and improvement, ensuring your team stays motivated and skilled. ________________________________________ Key Achievements: ✅ Reduced A/R Days by 20% for faster cash flow. ✅ Reduced claim denials by 30% through targeted appeals and process improvements. ✅Increased collections by 15% through effective payer negotiations. ✅Implemented automation to speed up claims processing by 30% and reduce costs by 20%. ✅Improved customer satisfaction by optimizing payment communications, resulting in 20% more on-time payments. ________________________________________ Why Choose Me? I’m not just a medical billing expert—I’m a Revenue Cycle Strategist focused on delivering measurable results. With a passion for transforming revenue cycles and an unwavering commitment to operational excellence, I’m here to help you maximize reimbursements, minimize denials, and optimize financial performance. ________________________________________ The best way to get started is with a free call, let’s review your concerns and how I can help. I can start right away!