Hire the best Financial Management/CFO professionals

Check out Financial Management/CFO professionals with the skills you need for your next job.
  • $95 hourly
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
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    Financial Modeling
    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Pro Forma Statement
    Financial Projection
    Startup Consulting
    Construction
    Cash Flow Modeling
    Financial Analysis
    Accounting
    Cash Flow Analysis
    Financial Accounting
    Business Planning & Strategy
  • $150 hourly
    Professional Summary 30 years of profitable business operations experience concerning US Government Prime and sub contracts. Author of FAR/DFAR compliance programs for owned companies and corporate clients. Subject matter expert in Prime contract/subcontract RFP responses/proposals, negotiation and audit for contracts subject to the Truthful Cost and Pricing Data Act (formerly TINA). Highlights • Applied cost accounting skills overseeing direct and indirect cost analysis • Commercial assertions and determinations for products and services • RFP/RFQ/RFI responses • Incurred Cost Proposal (ICP) submissions • Proposal support • Experienced in CPSR preparation, evaluation and post survey compliance programs • Experienced in DCAA audits of FFP w/EPA, Cost Plus and T&M contracts • Executive, management, consulting and training experience
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    Supply Chain Management
    Business Proposal Writing
    Business Consulting
    Contract Management
    Proposal Writing
    Purchasing Management
    Federal Acquisition Regulations
    Financial Analysis
  • $175 hourly
    Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.
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    Financial Modeling
    Financial Writing
    Budget Management
  • $80 hourly
    I build and run successful finance departments (or finance function) with fully organized processes in it. My goal is to be at the highest level of help for owners and shareholders providing accurate and trustworthy information. I have a solid knowledge and experience in financial reporting and audit (including consolidation group companies results), pay a lot of attention to controls and processes implementation to prevent any possible fraud/error. I'm experienced in OPEX and CAPEX calculation, WACC, capital budgeting (PI, NPV, IRR, Payback Period), financial analysis (liquidity, activity, profitability, ROE etc). I have eight years of managerial experience. My key concept is not a strict hierarchy but rather clear tasks and monitoring of its performance. I can tell that motivation is an important part of it. Time management and set of priorities are also my good knowhow. I'm open-minded, positive, responsible, creative, result-oriented, love to study and discover new things, honest. I like my profession and constantly improving my skills & knowledge. I'm hard worker and don't take partial results.
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    Budget Management
    Chart of Accounts
    Management Accounting
    Microsoft Dynamics 365
    International Taxation
    Intuit QuickBooks
    US Taxation
    Financial Reporting
    Sales Tax
    Business Analysis
  • $250 hourly
    PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.
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    Fundraising
    Executive Summary
    Business Modeling
    Growth Strategy
    Analytics
    Corporate Strategy
    Business Presentation
    Startup Consulting
    Venture Capital Consulting
    Entrepreneurship
    Financial Analysis
    Strategy
    Financial Modeling
    Business Plan
  • $150 hourly
    Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing, breweries, Amazon retailers, consumer goods, and more. • Focused, efficient, and reliable. • Over 150 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. That’s all great, but there’s one thing that matters over all else. It’s the fact that working with me has an incredibly high ROI. For example, not long ago, I worked with an organization that needed a financial model done. They paid me about $2K for it. Now, that’s a lot of money, but what came next? This company ended up going to a slew of investor meetings, blowing their audiences away, and coming out with $2 million dollars in funding. Sure, they could have chosen a cheaper option, but why skimp on quality at the finish line? When you build something that you’re going to share with the world, it needs to be top of the line. That is precisely what I delivered to them, and what I provide for all of my clients. Ultimately, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
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    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Accounting
    Financial Accounting
    Microsoft Excel
  • $40 hourly
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
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    Xero
    Financial Forecast
    Business Plan
    Financial Planning
    Financial Reporting
    Accounting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • $155 hourly
    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!
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    Financial Modeling
    Intuit QuickBooks
    Corporate Finance
    Business Coaching
    Business Writing
    Business Process Modeling
    Business Management
    Corporate Strategy
    Financial Analysis
    Business Analysis
  • $65 hourly
    Bonjour, Après plus de 15 ans au service d'entreprises, j'ai créé mon entreprise et je vous propose de réaliser toutes vos traduction Anglais - Français ainsi que de vous faciliter la lourdeur des tâches administratives et comptables. Très souvent, la comptabilité représente un casse-tête, tandis que pour moi, c'est un plaisir, tant de le faire que de vous aider à devenir autonome si vous le souhaiter. Ce sera pour moi un plaisir de mettre mon expérience et expertise à votre disposition. Mon parcours professionnel s’est construit aussi bien en France qu’à l’étranger. J’ai vécu et travaillé plusieurs années au Royaume-Uni et en Thaïlande. De ce fait, je possède une ouverture d’esprit et une expérience élargie. Dans ma vie professionnelle, j'ai principalement travaillé en anglais et ai dû traduire des documents financiers ou plus généraux du Français à l'anglais (et vice-versa). Au cours des 15 dernières années, j'ai réussi en tant que contrôleur financier travaillant dans différents environnements (e-commerce, fabrication, commerce de gros, B2B). Mon expérience a grandi au cours des années et je suis disposée à mettre toute mon expertise non seulement pour une grande entreprise, mais aussi pour une entreprise plus petite qui a besoin d'expertise professionnelle. Vous souhaitez : • Aide à la création de votre société • Mise en place ou amélioration de votre comptabilité • Tableaux de bords, Reporting (selon différentes normes :IFRS, USGAAP) • Gestion de votre trésorerie • Implémentation de process (contrôle interne, SOX …) • Préparation et revue des états financiers • Budget et prévision, analyse des variances et pertinence des stratégies • Préparation des rapports AGE, AGO… • Préparation de vos statuts • Plan de financement • Traduction Français – Anglais en tout genre • Aide administrative Maitrise des systèmes suivants : SAP, SUN, SAGE, BPC, Cognos, Oracle, Excel, Powerpoint, Word Pour toute question ou complément d’information, n’hésitez surtout pas à me contacter.
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    Legal Translation
    Financial Planning
    Value-Added Tax
    Cost Control
    Bookkeeping
    English to French Translation
    Financial Reporting
    Managerial Finance
    International Accounting Standards
    Account Reconciliation
    Tax Preparation
    Financial Accounting
    Balance Sheet
  • $150 hourly
    TOP RANKED FINANCE FREELANCER FOR OVER 5 YEARS: Fractional CFO for SaaS, health care, cultivation and other businesses, Corporate Finance Specialist, Experienced Venture Capital and Private Equity Principal, Entrepreneur, and Portfolio Manager with excellent track record. While in the financial sector for over 20 years, I have worked in management positions with start-ups, early and mid-stage companies as well as small, medium and large cap enterprises. This experience allows me to offer professional financial and accounting services to all my clients. Specifically, I enjoy being able to help in the decision making process by developing sophisticated business models for new enterprises, new product or service offerings, bank and equity financings as well as for company valuations, M&A activities and general business purposes. As part of my CFO responsibilities, I prepare budgets, cash flow projections, detailed financial statements for internal and external reporting purposes, as well as compliance reports for regulatory agencies and banks. On the corporate finance side, I have analyzed, structured and closed on hundreds of deals from equity and mezzanine to senior level financing. As a portfolio manager, I have also been responsible for guiding companies at all levels of their development providing critical advice, strategic planning, analysis and direction, and accounting services, taking early stage companies to higher levels and successfully addressing structural issues at mature companies. In addition, having analyzed and developed hundreds of business plans and presentations for a wide variety of businesses, I am able to apply those principles to produce effective presentation material that places the enterprise in the best possible light while maintaining fiduciary integrity. Having been on both the buy and sell side of transactions, I know what investors need to be able to make informed decisions. Also, I am thoroughly comfortable preparing and making C-Suite level presentations. While I am a generalist regarding industry specialization, I have particular experience in media and communications, health care, particularly in the nursing home and assisted living sector, publishing, entertainment, real estate and consumer industries. My mission is client satisfaction through effective communication, attention to detail and efficient execution.
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    Financial Accounting
    Financial Prospectus Writing
    Financial Modeling
    Financial Analysis
    Business Development
    Business Valuation
    Business Modeling
    Business Plan
    Accounting
    Microsoft Excel
  • $135 hourly
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
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    Mergers & Acquisitions
    Startup Consulting
    Crowdfunding
    Finance
    Startup Consulting
    International Business
    Financial Management
    Financial Analysis
    Venture Capital Consulting
    Private Equity
    Corporate Finance
    Fundraising
    Investment Preparation
    Investment Banking
  • $125 hourly
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
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    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Accounting
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • $80 hourly
    I’ve worked for more than 5 years as a Credit Analyst and more than 4 years as an Internal Auditor for one of the leading global financial institutions. I have been exposed to the credit review process, various banking products, financial security topics, corporate governance, operational risk, and the internal control framework of a complex, multinational organization. I have strong analytical skills, and I am a very detail-orientated individual. Moreover, I can work on highly complex files and topics under challenging circumstances and tight deadlines. I have a strong sense of responsibility to deliver excellent quality to clients within the agreed timelines and budget. This sense of responsibility also implies that I attach great importance to data confidentiality, security, and good corporate governance practices. Lastly, my educational background provides me with a unique skill set. I have acquired two master's degrees, one in law and the second one in management, and I am a Certified Management Accountant.
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    Microsoft Dynamics 365
    Financial Variance Analysis
    Financial Projection
    Company Valuation
    Data Visualization
    Bookkeeping
    Venture Capital Consulting
    Financial Reporting
    Internal Auditing
    Performance Management
    Pro Forma Statement
    Internal Control
    Xero
    Management Accounting
    Financial Analysis
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
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    Business Valuation
    Process Improvement
    Capital Markets
    Mergers & Acquisitions
    Budget Plan
    Strategic Plan
    Business Plan
    Startup Consulting
    Business Coaching
  • $250 hourly
    🏆 "Highly recommended A+++" 100% Job Success* I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 15 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively. I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas: ▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy. ▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%. ▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication. “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator “[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global “He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana) My services include: ✔ Part-Time CFO ✔ Forecasting & Budgeting ✔ Financial Systems Assessment ✔ Financial Modeling ✔ Management & Board Reporting ✔ Cash Management ✔ Financial Planning & Analysis ✔ Financial Management ✔ Investor Presentations ✔ Business Advisory ✔ Accounting System Setup and Upgrades ✔ Chart of Accounts Setup and Improvements ✔ Company Dashboard Creation and Advancement ✔ KPI Reporting ✔ Business Process Improvement ✔ Interim CFO ✔ Collections Enhancement ✔ Project Management ✔ Business Planning ✔ Business Intelligence ✔ Financial Advisory ✔ Strategic Advisory ✔ Fundraising Support ✔ Value Creation Audit ✔ Turnarounds ✔ Investment Capital Planning ✔ Policies and Procedures Development ✔ Supply Chain Planning and Optimization ✔ Contract Negotiations ✔ Executive Coaching My industry experience includes: Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others. My skills & expertise include: ✴ Startup Consulting ✴ Budget Management ✴ Strategic Development ✴ P&L / Revenue Growth ✴ International Business ✴ Due Diligence ✴ Mergers and Acquisitions ✴ Corporate Governance ✴ Risk Management ✴ Trade Finance ✴ Capital Markets ✴ Asset Management ✴ Portfolio Management ✴ Investment Management ✴ Project Finance ✴ Business Credit ✴ Startups / Start-ups ✴ Board Governance ✴ Nonprofit Management ✴ Founder and Co-Founder ✴ Operating CFO ✴ CFO and COO ✴ Outside Director ✴ Corporate Finance ✴ Budgeting & Forecasting ✴ Financial Forecasting ✴ Corporate Strategy ✴ Business Consulting ✴ Business Management ✴ Business Process Reengineering ✴ Presentations ✴ Venture Capital Consulting ✴ Intuit Quickbooks ✴ QuickBooks Online ✴ Process Reengineering ✴ Business Analysis ✴ Business Innovation ✴ Financial Planning ✴ Pitchbooks ✴ Business Proposal Writing ✴ Strategic Planning ✴ Financial Presentations ✴ Business Scenario Development ✴ Business Continuity Planning ✴ Business Modeling ✴ Business Process Modeling ✴ Business Valuation ✴ Business Process Engineering ✴ Business Transformation ✴ Business Writing *Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.
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    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Accounting
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • $60 hourly
    I am a finance and accounting professional with 10+ years of experience, including an audit background in Big4. I am a problem solver for: - Inaccurate and too complex financial reporting/accounting to keep a pulse on your financial health - Poor budget and forecast process - Cash gap and poor cash flow management I can bring additional value to your company and set up the best practice financial department. 1. Accounting - Set up accounting software (Xero, Odoo), design chart of account - Manage all transactions - Handle monthly, quarterly, and annual closings - Reconcile bank, payable and receivable accounts 2. Financial management, analysis, and budgeting - Financial statements preparation (Statement of financial position, Income statement, Statement of cash flow and Change in equity) - Consolidated financial statement + Business combination - Budget analysis - Financial modeling - Dashboards 3. Financial Controller/Virtual CFO - Providing timely and accurate analysis of budgets, financial trends and forecasts - Direct and oversee all aspects of the Finance & Accounting functions of the organization - Provide executive management with advice on the financial implications of business activities I am also deeply familiar with Microsoft Office software, Google sheets and adapt quickly to new programs. In addition to my experience and personal qualities, I have a solid educational background in finance, and I have Advanced Diploma in accounting and business from ACCA (Associate Chartered Certified Accountant)
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    Xero
    Startup Consulting
    Financial Analysis
    Odoo
    Financial Reporting
    Financial Modeling
    Financial Accounting
    Intuit QuickBooks
    Cash Flow Analysis
    Microsoft Excel
    Financial Projection
    Balance Sheet
    Chart of Accounts
    Accounts Payable
  • $159 hourly
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
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    Chartered Global Management Accountant
    Business Cases
    Marketing Analytics
    Management Consulting
    Google Analytics
    Management Accounting
    Business Planning & Strategy
    Tableau
    Data Visualization
    Marketing Data Analytics
    Business Analysis
    Business Plan
    Strategic Plan
    Financial Modeling
    Financial Analysis
  • $200 hourly
    We help e-Commerce founders with outsourced CFO, bookkeeping, accounting and financial operations services. Do you own an e-commerce brand that generates between $1M and $20M in annual revenue? Each month, our clients sell 50,000+ SKUs in industries across every major e-Commerce channel including Shopify, Amazon, Walmart.com, Etsy, Wholesale, and Retail in the US and abroad We see the same paint points over and over: ❌ You have important decisions to make but are lacking financial support with the deep knowledge of e-Commerce? ❌ You’re spending too much time paying bills and managing the books, and not enough time on new products and marketing ❌ You’re not sure if you’re profitable, or if you have enough cash. My name is Sam Hill, and I’m the founder of Ecom CFO. We are a top-rated outsourced CFO and Financial Services firm who help free founders like you, from the pains that we so often see in e-Commerce. Our passion lies in helping business owners find actionable solutions to these problems. Our process, tools, and team maximizes your company’s financial performance and allows you the peace of mind to focus on strategic priorities. What we will deliver: ✅ Actionable answers to key financial questions by having an expert financial partner. ✅ Acquisition and investor grade books. ✅ Customized models and dashboards to your business needs that you can actually understand and make decisions on. ✅ Peace of mind that you have partnered with a team of e-commerce experts that want you to succeed. Please check out our portfolio to see more case studies, and each of our services broken down into actionable steps. For example, we met with a new client at the end of 2021 and after a budget analysis and projection outline, were able to save this company $300k for this upcoming year! If you want to know more about how exactly our expert team can help you scale your e-Commerce business, then just invite me to your job. I look forward to speaking with you!
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    GAAP
    Income Statement
    Microsoft Excel
    Accounting
    Shopify
    Amazon Plugin
    eCommerce
    Financial Projection
    Financial Forecast
    Financial Plans
    Management Consulting
    Financial Modeling
    Financial Analysis
    Business Consulting
  • $150 hourly
    My name is Irv Williamson, and for the past 14 years, I have been helping small business owners better understand their businesses. I am a financial advisor who has successfully transitioned from Fortune 50 companies to smaller entrepreneurial organizations. With a mix of Controller and CFO skills, I show smaller companies how to integrate big company Finance and Accounting best practices without the big company bureaucracy. How am I different: - My services are affordable - fixed monthly fees starting at $2,000 - I provide full-time consulting services and do not treat this as a "side gig." - I have experience as a CEO, CFO, Controller, and Manager of Financial Planning and Analysis - I have successfully led the financial implementation of 9 ERP systems. - I have worked through 2 company exits, 2 Chapter 11 bankruptcies, and 4 financial turnarounds. - I utilize Power BI to automate reporting and analysis. What is my experience? - 7 years Controller, and Financial Analyst with two $40+ Billion companies - 21 years CFO with $10 to $100 million Private Equity and Entrepreneurial Businesses - 14 years of experience providing fractional and interim CFO services, first as a Partner at Tatum CFO (now Randstad CFO) and currently as the solo practitioner at Growth Guidance Solutions (GGS) - My deepest industry experience lies in: Tech/SaaS/eComm – Professional Services – Manufacturing – Construction - Staffing - Implemented 9 ERP systems How I can help? - Forecasting and budgeting - Power BI expertise in building financial analysis and dashboards - Financial planning and analysis - Simplify Amazon Business Central data and reports - Cohort analysis - Excel modeling - KPI development and reporting - Managing accounting staff - Month-end close - Calculating your breakeven point - Help businesses make sense of their Amazon Central data and reports. - Automated Cohort analysis - Inventory optimization for e-commerce - Amazon Business Central reporting and optimization. - Analyzing gross profit by customer, employee, and service offering - Implementing profit improvement programs - Crisis management - ERP systems integration and optimization - Cash forecasting - Preparing for an exit - Conducting buy-side and sell-side due diligence - Securing financing - Optimize QuickBooks - Full role fractional CFO or Controller
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    Amazon FBA
    Pricing Strategy Consulting
    Cash Flow Modeling
    Financial Reporting
    Microsoft Power BI
    Shopify
    Inventory Management
    SaaS
    CRM Automation
    ERP Software
    Data Analysis Expressions
    Accounting Software
    Financial Analysis
    Accounting Principles & Practices
  • $250 hourly
    Experienced Fractional Chief Financial Officer & Certified Public Accountant with over 20 years experience in accounting for small to midsized companies up to $70M in revenue. I specialize in finance and accounting for small to mid-size Advertising, Event and Media Agencies (both traditional and digital), as well as other professional services firms and hospitality. I'm an S Corp expert. My areas of expertise include Fractional CFO, Interim CFO, accounting systems implementation, cash flow management and forecasting, S corporation reporting. Fluent in excel, All things Google, Quickbooks Online, Sage Intact, Advantage, Accountability.
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    Compensation & Benefits
    QuickBooks Online
    Financial Reporting
    Financial Planning
    Cash Flow Modeling
    Financial Analysis
    Accounting Principles & Practices
    CPA
    Microsoft Excel
    Accounting
    Financial Accounting
    Chart of Accounts
    Financial Projection
    Intuit QuickBooks
  • $135 hourly
    Experienced executive coach, as well as an analytics expert with a background in finance and accounting. I am available for Executive Coaching, data financial analysis, financial statement preparation, forecasting and budgeting, presentation preparation, consulting for personal and small businesses.
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    Financial Accounting
    Financial Reporting
    Corporate Finance
    Financial Analysis
    Presentation Design
    Accounting
    Financial Management
    Intuit QuickBooks
    Budget Management
  • $60 hourly
    I'm a financial professional with over 8 years of experience leading finance processes in different industries and countries. During the past six years, I have worked for foreign-owned startups, and I assisted them in expanding their operations to other countries, both in Latam and in other regions. My main mission has been to structure the financial process from scratch and to develop the budgetary and financial planning processes.
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    Financial Accounting
    Business Valuation
    Coaching
    Financial Reporting
    Accounting
    Financial Management
    Business Modeling
    Underwriting
    Real Estate
    Startup Consulting
    Google Sheets
    Financial Policies & Procedures
    Financial Projection
    Business Plan
    Microsoft Excel
    Financial Analysis
  • $75 hourly
    As a certified CPA, CMA accountant, my specialty is assisting small business owners. I have worked in several different industries and understand the full cycle functionality of accounting and how it relates to all areas. I have a passion for numbers, increasing process efficiency and my goal is to help business owners read and understand their financials better so they can keep their focus on what they do best. Highlights: Experienced in Accounting/Bookkeeping software (Quickbooks, Simply, Sage, Wave, Xero) CPA accountant, 10+ years of experience Financial reporting, FX transactions, Bank reconciliations, A/P, A/R, Invoicing, GL reconciliations, Cash flow, Budgeting and Forecasting Canadian tax, tax preparation, and tax planning Highly proficient in Excel
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    Financial Reporting
    Bookkeeping
    Microsoft Word
    Financial Accounting
    Intuit QuickBooks
    Microsoft Excel
    Tax Law
  • $150 hourly
    Harvard Degree in Economics and Finance, MBA in Finance from Wharton Business School, 10+ years of Finance, Accounting, Private Equity & M&A experience, Prior Associate at KKR & Analyst at Merrill Lynch. I specialize in the following: - Accounting services - Outsourced CFO/Controller services - Private Equity - Mergers and Acquisitions Advisory - Investor pitch decks and fundraising - Financial modeling - LBO and acquisition modeling - DCF modeling - IRR and returns modeling - Operational and financial modeling - Investor relations materials - Debt modeling - Leveraged lending - Budget preparation - Financial statement analysis and preparation - Business taxes and tax preparation EXPERIENCE: I have substantial experience in various fields of financial consulting, including: 1. Accounting (i) Acting as a Senior Account. (ii) Maintenance of monthly financial reports. (iii) Bookkeeping and monthly closing of books. (iv) Updating general ledgers and making accounting entries. (v) Preparation of financial statements. (vi) Working Capital, Accounts Receivables and Accounts Payables. (vii) Interacting with Financial Institutions and Auditors. (viii) Creating and updating ERP systems. (ix) Financial forecasting and budgeting. 2. Investment Banking and Private Equity (i) Acting as an outsourced VP or Associate. (ii) Conducting valuation of target companies and potential investments. (iii) Participating in M&A due-diligence and writing due-diligence questions and requests. (iv) Putting together virtual data rooms. (v) Writing Investment Committe Memorandum and presenting investment ideas to Partners. (vi) Analysis of the LOIs of target companies by strategic investors, PE firms, and other interested buyers. (vii) Review of financial arrangements done by the acquirer for the financing of acquisition costs. (viii) Normalized P&L analysis to determine actual cash generation capacity of the target business. (ix) Calculation of exit proceeds available to each cap table shareholder in case of exit. 3. Proforma financial modeling for businesses in various industries that have helped: (i) Founders raise funds from seed investors, convertible notes, Series A investors, Series B investors, Series C investors and also from banks. (ii) Founders determine the quantum of funding to be raised. (iii) Founders in making pricing decisions. (iv) Investors in determining what the expected return from an investment would be. (v) Lenders in determining whether the start-up will generate sufficient cash flows to repay loan installments. 4. Analysis of the raw data of the transactions of various businesses to determine and calculate different KPIs and make key decisions based on those KPIs. 5. Analysis of capital projects in infrastructure sectors such as power, road, water and transport involving millions of dollars of investment expenditures: (i) Helpful in determining whether the project is financially viable or not. (ii) Helpful in determining how much costs need to be reduced/benefits to increase to make the project financially viable. 6. Helped many small & medium business enterprises in financial planning & budgeting aiding them in: (i) Keeping track of their performance by comparing their actual vs budgeted figures. (ii) Managing their cash flows. 7. Helped real estate investors in hotel, multi-family, condos, syndicated deals, and commercial projects in: (i) Determining the amount of funding required for the project. (ii) Financial viability of the project. (iii) Calculating tariff, rental or sale value for the project to be viable. Industry Experience: consumer products, technology, SaaS, e-commerce, hospitality, restaurant, hotel & coffee shops, gyms, beauty clinic & spas, education & training, healthcare, real estate, power, media & entertainment; transportation, tourism, logistic, car rental, cruise, manufacturing, staffing & placement, event planning, cannabis, media, etc.
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    Financial Modeling
    Business Valuation
    Forecasting
    Corporate Finance
    Pro Forma Statement
    Valuation
    Financial Planning
    Accounting Principles & Practices
  • $150 hourly
    Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    Corporate Governance
    Recruiting & Retention
    Business Plan
    Supervision
    Tax Strategy
    Shareholder Relationship
    People Management
    Company Valuation
    Business Cases
    Investment Strategy
  • $55 hourly
    A Highly Skilled and Top Rated Financial Analyst & Excel Expert for the past 4 years at Upwork. I have more than 7 years of experience in the field of Accounting and Finance. I have more than 5 years of experience in Financial modeling and Quick Books accounting, Further i have MBA major in Finance and have more than 7 years of experience in Advanced MS Excel. I have worked for several companies where my major responsibility were: ✔) Building Simple and Complex Financial Models Using Excel for Startup Businesses, Existing Private Companies and Public Listed companies ✔) Projecting financial statements based on assumptions provided by client/industry standards/historical trends ✔) Flexible Dashboard Development to control the whole model ✔) Highlighting micro & macro-economic changes that can significantly impact the profitability and other financial ratios of company ✔) Designing PowerPoint Presentations to support the models developed ✔) Other day to day tasks like financial statements conversion from PDF to Excel, Consolidating existing financial models At Upwork i have worked for more than 50 clients and developed 100+ fiancnial models for clients from USA, Australia, UK and KSA. I have also transformed large sets of data into meaningful and insightful information by using excel functions. I have more than 7 years of professional Experience in Advanced MS Excel. I have full command over MS Excel functions and features, can perform the following tasks with ease. ✔) Data Analysis (Sales, Financial, Marketing and HR Data Analysis) ✔) Dashboard Development ✔) Inserting Excel Formulas ( V-Lookup, H-Lookup, Simple Lookup, If Condition, Logical Tests, Sum-if, Count-if, Array, Index, IRR, NPV, PV, FV, Concatenation and many other functions ) ✔) Inserting Pivot Tables ✔) Interactive Charts Development ( Bar Chart, Thermometer Chart, Speedometer Chart, Line chart, Pie Chart, Area Chart, Waterfall Chart and many Other as per requirement ) ✔) Data Sorting, Splitting and Merging ✔) Duplicate Entries Removal and Highlighting ✔) Advanced data Filtration ✔) Macros Inserting ✔) Validating Data ✔) Locking and protecting cells ✔) Automating the excel sheet ✔) Use of Developer Tools ✔) Conditional Formatting I am not limited to perform the above mention tasks, can perform many other complex tasks as well, through the combination of different functions in MS Excel. I pursue problem solving & Analytical Skills, always try to find innovative solutions to problems that can be helpful in future as well, I am a quick learner have urge to learn new things, very good with numbers & numerical analysis, ability to find required data through internet research. I am pleased to offer my help. Thank You! Regards, Waqar Afzal
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    Salesforce
    Automation
    Forecasting
    Financial Analysis & Valuation
    Google Sheets
    Budget Planning
    Looker Studio
    Microsoft Office
    Data Analysis
    Financial Modeling
    Microsoft Power BI
    Microsoft Excel
    Financial Accounting
    Intuit QuickBooks
  • $75 hourly
    I have more than 20 years working in accounting and finance. I have worked for many multinationals in Switzerland and will be able to help you for many projects such as: - Bookkeeping in Quickbooks, Xero and others ERP - Financial Accounting - Treasury - Cash Flow - Financial Reporting - Cost analysis - Budget/Forecast - VAT for Switzerland and Europe I am speaking English, French, Spanish and can work on a German system. I'm working from Colombia but I'm available to adapt to any situations if required. Please contact me if you need help from a professional. Romain
    vsuc_fltilesrefresh_TrophyIcon Financial Management/CFO
    Management Accounting
    Financial Presentation
    Xero
    Cost Accounting
    Financial Reporting
    Financial Forecasting
    Budgets
    Financial Accounting
    Tax Return
    Profit & Loss Statements
    Bookkeeping
    Budget Management
    Income Statement
    Cash Flow Analysis
    International Accounting Standards
    Technical Accounting
    Bank Reconciliation
    Balance Sheet
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