Upwork home
Sign up
Secondary

Hire the best Financial Managers

Check out Financial Managers with the skills you need for your next job.
Hire freelancers
Clients rate Financial Managers
Rating is 4.7 out of 5.
4.7/5
based on 326 client reviews
  2. Finance & Accounting Talent
  3. (Current) Financial Managers
  • $90 hourly

    • 4.9/5
    • (39 jobs)
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Management Accounting
    Google Sheets
    Financial Planning
  • $99 hourly

    • 5.0/5
    • (312 jobs)
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • $39 hourly

    • 5.0/5
    • (68 jobs)
    Hi! My name is Amber Walker, MHA, CPC, CPC-I, and I have over 15 years of experience in the healthcare sector. Mission: My mission is to provide creative solutions for small and mid-sized behavioral healthcare organizations to facilitate strategic growth! Specialty: Mental and Behavioral Health I specialize in the following areas: - virtual assistance (authorization submission and benefits verification) - identifying gaps in workflows and drafting new workflows - resolving claim denials - identifying root causes of claim denials - insurance claim submission and follow-up (In Network, Out of Network, EAP, and Self-pay) - invoice submissions - validating insurance payments underpayments and overpayments according to contractual agreements - drafting claim appeals - accounts receivable management - EHR integrations Additional Experience - I've worked with commercial and government payers in GA, LA, CA, NJ, MD, IL, NY, TN, TX, FL, CO, OR, and VA. - I've used various EHR and EMR software such as Change Healthcare, Office Ally, Optum, Credible BH, Kareo/Tebra, Simple Practice, Charm, Therapy Notes, AdvancedMD, and Availity. I look forward to discussing how we can strategically improve your revenue cycle and build a solid financial infrastructure. Respectfully yours, Amber Walker, MHA, CPC, CPC-I Master of Health Care Administration Bachelor of Biological Sciences Certified Professional Coder (CPC) and Instructor (CPC-I)
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Invoicing
    Healthcare
    Accounts Receivable
    Virtual Assistance
    Insurance Verification
    Insurance Consulting
    Insurance Claim Submission
    Healthcare Software
    Revenue Cycle Management
    Medical Billing
    Medical Procedure Coding
    Medical Billing & Coding
    Medical Mastermind Medical Billing Services
    Revenue Management
    Healthcare Management
  • $25 hourly

    • 5.0/5
    • (133 jobs)
    Dear "Quickbooks | Xero | Wave | FreshBooks | NetSuite | Yardi | Zoho Books | Sage | Excel" clients, My interest in collaborating with small and medium-sized enterprises (SME) to address your accounting and bookkeeping challenges effectively. Therefore, my services are tailored to meet a range of needs, including facilitating various loan and VC financing applications, assisting with finance acquisition, ensuring accurate year-end tax filings, maintaining meticulous financial records, navigating IRS / statuary audits, managing sales tax/VAT filings, credit score improvement, regular accounting updates, reviewing monthly financial reports, resolving disputes with vendors and customers, and implementing strategies to prevent financial drains on the business. By identifying and closing loopholes, my aim is to help businesses achieve cost savings and enhance their financial efficiency. My specialties are: ✓ Bank deposit account/ Credit Card reconciliation ✓ Mortgage account reconciliation ✓ Loan account balance reconciliation ✓ E-commerce platform reconciliation (Amazon, Shopify, eBay, WooCommerce, etc.) ✓ Merchant account (Shopify, Stripe, 2checkout, Authorize.net, Chase payment, Intuit etc) reconciliation ✓ Vendor account balance reconciliation ✓ Customer account balance reconciliation ✓ Filing monthly/quarterly/yearly sales tax in any state ✓ PayPal account reconciliation ✓ Year-end bookkeeping for tax filing ✓ Accounting clean-up to enhance Profit & Loss, Balance Sheet, and Cash Flow statements ✓ Vendor payment management ✓ Accounting software setup or integration with various apps ✓ Customer billing reconciliation ✓ Customer billing on a monthly/quarterly/yearly basis ✓ Payroll reconciliation and financial data entry ✓ Excel report generation and customize formulations ✓ Revenue or sales reconciliation ✓ Historical accounting error correction ✓ 1099 filings ✓ Annual tax filing ✓ Financial reporting ✓ Compliance reporting ✓ Data entry catch-up into your software ✓ Accrual/ GAAP/ IFRS/ cash basis accounting Why should you choose my service? ✓ Tax savings: By maintaining proper records I can optimize year-end tax position, leading to potential tax savings and many more. ✓ Engagement flexibility: You can hire me for a few hours weekly/ monthly/ Quarterly/ Yearly as per your need. I am ready to start anytime. ✓ Proven experience: My education, professional qualifications and experience over 13 years give you peace of mind and reliability. ✓ Bulletproof records: Your all financial records stored, recorded, shared and maintained most efficiently as required by different stakeholders. ✓ Transparency: My excellence in clear communication, detailed reporting, proper paper-trails, timely work delivery and previous work history gives you worry free life. ✓ Value proposition: I just simplify your accounting complexity and provide you what you needed most. ✓ Efficiency in service delivery: With the help of technology the service is always at your hand and work done as fast as possible. ✓ Reliability & communication: I believe in quick communication. For any need you can email, text, share document anytime and I am always there to finish the task as needed. Software expertise: My certifications and software skills are QBD, QBO, XERO, SAP, Oracle Netsuite, YARDI, Zoho, WAVE accounting, Excel, Bill.com and many accounting software alike. Additionally I am familiar with tools and technology sus as Clickup, Asana, Adobe, Slack, Trello, Hubspot, Dropbox, Gdrive, Receiptbank, Gsuite, Godaddy, Amazonworkspace, RDC, Amazonworkdoc, and much more… Industries that I worked for over the 13 years: My expertise derive from working at highly regulated CPA firms, SaaS industries, E-payment processing company, Real Estates & Property Management, Manufacturing & wholesale, Retail Industries, Service Industries (Landscaping, Design firm, etc), Transportation & Shipping, Trading Companies, Microfinance companies, Marketing Companies/ Marketing Agency, E-commerce (Amazon, eBay, Alibaba & Shopify), Business Advisory and many more. Ensuring your financial well-being is my foremost concern, and I'm committed to helping it flourish. Together, we'll overcome financial hurdles, capitalize on opportunities, and pave the path to success. With me serving as your dependable accountant on Upwork, you can pursue your passions with confidence, reassured that your finances are being managed competently. Have you decided to streamline your financials with an expert accountant? Let’s connect through Upwork and start your journey with me. Thank you for visiting my portfolio!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Sales Tax
    Invoicing
    Payroll Reconciliation
    Account Reconciliation
    Accounting
    Zoho Books
    Xero
    Bookkeeping
    Microsoft Excel PowerPivot
    Accounts Receivable Management
    Wave Accounting
    Accounts Payable Management
    Intuit QuickBooks
    Bank Reconciliation
  • $250 hourly

    • 4.9/5
    • (176 jobs)
    🌟 TOP 0.1% EARNER | $750,000+ | EXPERT-VETTED CFO 🌟 I specialize in driving profitability and scaling companies through strategic financial planning, M&A expertise, and startup funding. As a Fractional CFO with over 20 years of experience, including founding and exiting startups, I bring a unique blend of strategic insight and operational excellence to every project. FRACTIONAL CFO SERVICES * Strategic Financial Planning: Developing growth strategies for profitability. * Accounting Operations Management: Streamlining financial processes for efficiency and accuracy. * Startup Funding: Crafting compelling investor pitches and negotiating favorable term sheets. M&A Support: Ensuring successful transactions through thorough valuation and due diligence. SECTOR EXPERTISE Internet Software/SaaS, Big Data, IoT, AI, Gaming, Online Marketplaces, Healthcare, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media, and Blockchain. Recently, I've supported blockchain-based startups with whitepapers, business models, and token valuation. INVESTOR & ENTREPRENEURIAL BACKGROUND * Angel Investor: Managing Partner at Golden Seeds Angel Group, offering strategic insights from an investor’s perspective. * Entrepreneur: Successfully founded and exited multiple startups, understanding the unique challenges businesses face. PROFESSIONAL EXPERIENCE Senior roles in top-tier management consulting firms, advising Fortune 100 companies, combined with deep technical expertise from AT&T Bell Labs. EDUCATION * Kellogg MBA * MS in Computer Science * BS in Electronics Engineering Numerous 5-star reviews on my profile affirm my expertise and the results I deliver. As a Top Rated Plus and Expert Vetted professional, I’m among the top 1% of talent on Upwork, consistently exceeding client expectations. Ready to scale your business and achieve your revenue goals? Let’s connect and discuss how my expertise as a Fractional CFO can drive your company's success.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Funding Needs Assessment
    Financial Analysis & Valuation
    Finance & Accounting
    Organizational Plan
    Process Optimization
    Operational Plan
    Mergers & Acquisitions
    Enterprise Risk Management
    Venture Capital Consulting
    Fundraising
    Strategic Plan
  • $15 hourly

    • 4.8/5
    • (156 jobs)
    I have an excellent track record and more than 15 years of extensive experience ready to help your company in unlocking your potential and excel in the following areas: A. CPA & Bookkeeper Functions: 1. Independent full-time Accountant/Bookkeeper for US, Canada, UK & Australian-based small and medium companies. (Quickbooks, XERO, Zoho, MYOB) 2. Corporate Finance (CFO Level) a) Financial Analysis and Reporting b) Business analysis and planning c) Budgeting and Financial forecasting & modeling d) Financial Statements Audit/Review/Compilation e) Other financial services
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Financial Modeling
    Technical Analysis
    Financial Prospectus Writing
    Xero
    Business Valuation
    Accounting Report
    Accounts Payable Management
    Management Consulting
    Accounts Receivable Management
    Financial Analysis
    Bookkeeping
    Tax Accounting
    GAAP
    Bank Reconciliation
    Accounting
    Payroll Accounting
    Month-End Close Assistance
    Intuit QuickBooks
  • $60 hourly

    • 5.0/5
    • (151 jobs)
    ✦ My clients have secured more than $200M in funding ✦ ✅ TOP RATED PLUS ✅ MBA from Webster University, San Diego, California ✅ BSC Aeronautical Engineering Technology from Purdue University, West Lafayette, Indiana ✅ Expert in creating Investor-Ready Business Plans, Financial Models, Pitch Decks and Valuations. ✅ Providing advanced financial modeling and forecasting, I am able to provide you with Comprehensive, Easy-to-Use Interactive Financial Models which can be presented to Angel Investors/VCs/Banks with all financial statements, projections and metrics. Specializing in: - Business Plans + Pitch Decks - Financial Modeling & Projections - Feasibility Studies - Valuations - Digital Transformation Strategies - Commercial + Lease Agreement Drafting/Review ___________________________________ - Excellent Written and Spoken English & Arabic - Committed to successful completion of projects within provided timeline - Project updates provided on a regular basis. ___________________________________
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Feasibility Study
    Cash Flow Modeling
    Financial Report
    Business Plan
    Budget Planning
    Business Consulting
    Financial Plan
    Market Research
    Business Planning & Strategy
    Financial Model
    Contract Drafting
    FinTech Consulting
    Strategy
    Management Consulting
    Business Valuation
  • $10 hourly

    • 5.0/5
    • (81 jobs)
    I am an experienced and skilled bookkeeper, who provides a range of services to help businesses stay on top of their finances. My services include: Catch up bookkeeping Streamlining the bookkeeping process Accurate regular bookkeeping every month Budgeting and CFO Preparing and filling of PAYROLL TAX, SALES TAX , US TAX (1040, 1065, 1120, 1120S,1099) Inventory Management I am a Chartered Accountant, which gives me a strong understanding of accounting principles and regulations. Additionally, I am a QuickBooks Certified ProAdvisor, which demonstrates my expertise in the software and helps me to be recognized as a professional in the field. I am proficient in a variety of bookkeeping software, which allows me to work with a variety of clients regardless of their preferred platform. My software expertise includes QuickBooks, Xero, Zoho, Wave, App-folio, Buildium, Sage, and SAP. This extensive software knowledge allows me to provide clients with customized solutions that meet their specific needs and goals. With several years of experience working in the field of bookkeeping and accounting, I have a deep knowledge of the various software programs used in the industry. My goal is to help businesses improve their financial operations and achieve their goals. I am reliable, efficient, and detail-oriented, and am able to work independently or as part of a team. I am committed to providing clients with accurate and timely bookkeeping services and dedicated to helping them achieve their financial goals. Thank you for going through my profile, I look forward to hearing from you.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    SAP ERP
    Xero
    FreshBooks
    Business Management
    Business Plan
    Intuit QuickBooks
    Bookkeeping
    Payroll Accounting
  • $50 hourly

    • 4.8/5
    • (81 jobs)
    EXPERTISE: 1: Research Projects/Proposals/Papers/dissertations for UK, US, Australian, Canadian, Malaysia Universities in the field of business communications, economics, public health, finance, banking, accounting, marketing, strategic management, human resource management, auditing, psychology, project management, operations management, information security systems, IoT, AI, and social sciences. 2: Specialist in the publication process for peer-reviewed indexed journals with high impact factors 3: Create video lectures for students on finance, health, management, social sciences and statistical analysis. 4: Design and draft curriculum (chapters, quizzes and exams) for college and high-level university students. 5: Author books and case studies on management-related subjects such as operations management, leaderships, project management, human resources, and organizational behaviour. 6: Help organizations in conducting research studies (qualitative, quantitative and mixed-methods research), questionnaire and other research tools, data analysis and reporting writing. 7: Data Analyst (fluent in softwares: SPSS; SAS and NVIVO) 8: Data Visualization Tool | Tableau Software 9: Video making, editing and developing voiceover narrations CORE SKILLS • Quantitative Research • Qualitative Research • Data Analysis • Proposal Writing • Program/Project Management • Project Management Plans • Operations Management • Strategic Management • Public Health • Audio and Video Editing • Building Communications Strategy • Publications & Information • Events, Education, Advocacy and Fundraising • Strategic Alliances & Partnerships • Digital Communications LANGUAGE: Native British RESEARCH WRITER • Access to all prominent research databases such as Scopus, Web of Science, ScienceDirect, IEEE Xplore, CiteseerX, EBSCO, Emerald Insight, ABI Inform/ProQuest, SpringerLink, SAGE Journals, PubMed, MEDLINE (EBSCO), ERIC, JSTOR and Taylor & Francis Group journals. • Well-familiarized with teachinuqes involving in designing research studies, developing research tools such as questionnaires, informed consent forms, training on research ethics and preparing research protocols for ethical permission from appropriate Ethical Approval Boards or Committees and providing assistance in the conduct of subsequent phases of a research study. • Research and study a topic in great detail, combining literature review independently and in the shape of systematic literature reviews and meta-analysis. • Compile and summarize researched information, data, and statistics in reports, documents and case studies. • A strong ability to read, grasp, understand, analyze and reproduce the information in a methodical and goal-oriented manner. • Capable of studying and analyzing data from a broad range of disciplines. • A good understanding of industry-specific terminologies. GRANT AND PROPOSAL WRITER FOR LARGE DONOR AGENCIES These donor agencies include USAID, FCDO (Previously DFID), DFAT (Previously AusAid, World Health Organization, Bill & Melinda Gates Foundation, Packard Foundation, European Commission, GIZ and Federal Ministry for Economic Affairs and Energy. • Monitor federal, state and local web sites and other sources for funding opportunity announcements and inform program staff of relevant announcements; • Lead prospect research strategies identifying private, public and corporate foundation opportunities, as well as assist in individual and major donor prospecting; • Write and prepare all grants and grant related reports, ensuring that requirements are fully satisfied and all deadlines are met; • Prepare annual and multi-year fundraising plans for all programs; • Maintain appropriate, current and accurate donor records, including coding, comments and pertinent information in fundraising data base and files for areas of responsibility; BUSINESS MANAGEMENT/PLANNING/STRATEGY • Develop goals and objectives that tend to growth and prosperity • Design and implement business plans and strategies to promote the attainment of goals • Gather, analyse and interpret external and internal data and write reports • Assess overall company performance against objectives • Ensure adherence to legal rules and guidelines BUILDING COMMUNICATIONS STRATEGY • Develop a clearly stated objective or goal for a project/campaign • Design activities that seek to further the objectives • Craft well-articulated set of messages • Identify key stakeholders EVENTS, EDUCATION, ADVOCACY AND FUNDRAISING • Plan, develop, and manage a variety of events, education programs, advocacy efforts and fundraising activities • Promote events and continuous improvements for stakeholders' satisfaction • Evaluate efforts to provide quality, relevant and timely events, through benchmarking. • Identify opportunities for improvement.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    IBM SPSS
    Project Management
    Data Analysis
    Counseling Psychology
    Business Management
    Statistics
    NVivo
    Research Proposals
    Research Papers
    Quantitative Research
    Qualitative Research
    Scientific Writing
    Academic Research
  • $100 hourly

    • 5.0/5
    • (72 jobs)
    Links LinkedIn Skills Global Financial Operations Management Strategic Planning and Execution Mergers and Acquisitions Financial Planning and Analysis Risk Mitigation Regulatory Compliance Cross-functional Team Leadership Process Design and Improvement Budgeting and Forecasting Profile Strategic Financial partner and business Advisor with 14 years of experience optimizing financial operations to ignite growth across the global organization. Proven ability to drive complex strategic initiatives, M&A activities, and financial operations for multi-million-dollar, multinational corporations.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    CPA
    Finance & Accounting
    Financial Analysis & Valuation
    Management Accounting
    Financial Audit
  • $115 hourly

    • 4.8/5
    • (65 jobs)
    Tax Preparation, Fractional CFO Services, Business Advisory Specialties: Tax Preparation, Audit, Advisory Business Valuation Diagnosing and optimizing Finance, Marketing and Operations Proactively engaging with HR and organizational issues Uncovering the source of lost revenue, unneeded expenses, and reduced profits Experience: Before devoting my energy to freelance accounting and advisory work, I helped lead a team of financial advisors managing nearly $ 7 billion in Assets Under Management (AUM), spent ten years in the US Army serving as an Airborne Ranger (75th Ranger Regiment) and Intelligence Officer. I am a CPA licensed in the state of Washington. I have earned my MBA in leadership at the University of Washington and a Master's in Professional Accounting from Eastern Washington University. Testimonials: See my Upwork and LinkedIn profiles for feedback from the dozens of clients I have worked with over the past decade. Solutions: -Tax Preparation and Advisory -Process and Operations Development -Leadership Coaching -Organizational Design and Training -Financial Analysis -Marketing Funnel Optimization -Talent Planning -Defining roles with integrated Goals -Resource acquisition (People, Equipment/Fixed Assets, Capital, Time Management)
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Corporate Strategy
    Financial Analysis
    Project Risk Management
    Organizational Development
    Organizational Behavior
    Investment Research
    Marketing Strategy
    Business Coaching
    Career Coaching
  • $60 hourly

    • 4.9/5
    • (328 jobs)
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Corporate Finance
    Financial Modeling
    Process Improvement
    Business Process Reengineering
    Business Process Modeling
    Financial Analysis
    Business Plan
    Business Analysis
    Strategic Plan
  • $30 hourly

    • 5.0/5
    • (28 jobs)
    Hey there! 👋 I am a seasoned Business-Financial Accountant, Controller, and Bookkeeper with over 9 years of experience providing top-tier financial solutions across the US, AU, CA, EU, eCommerce, CPA firms, and real estate sectors. Key Competencies: ✅ Financial Leadership: Proven track record in managing financial operations and strategic planning. ✅ Global Expertise: Skilled in navigating diverse international financial landscapes. ✅ E-commerce and Real Estate: Specialized in optimizing financial processes for e-commerce businesses and real estate strategies. ✅ CPA Firm Collaboration: Extensive experience working with CPA firms to ensure compliance and provide financial insights. Services Offered: ✅ Financial Reporting and Analysis ✅ Budgeting and Forecasting ✅ Cash Flow Management ✅ Strategic Financial Planning ✅ Compliance and Regulatory Expertise ✅ E-commerce Accounting ✅ Real Estate Financial Management ✅ Risk Management ✅ Internal Controls Implementation ✅ Team Leadership and Development Why Choose Me? I bring unparalleled financial leadership and strategic insights as a Business-Financial Accountant, Controller, and Bookkeeper to elevate your business. Ready to achieve financial excellence? Let's connect and discuss how I can contribute to your success! Best regards, Sohail
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Google Sheets
    Technical Accounting
    Accounts Payable Management
    Writing
    Bookkeeping
    Invoicing
    Inventory Management
    Intuit QuickBooks
    Xero
    Accounts Receivable Management
    Financial Accounting
    Bank Reconciliation
  • $30 hourly

    • 4.0/5
    • (29 jobs)
    I have over 10+ years of freelance accounting and bookkeeping experience for small and medium sized businesses, across different countries - particularly from Australia, USA, Canada & Europe (UK/Ireland). I worked across different industries including: Finance Industry, Real Estate (Commercial/Residential Rental, Mortgaged Property, Wholesaling, Flip, Real Estate Consulting), Software Development & Digital Marketing, Ecommerce (Amazon/Shopify/Woocommerce), Import/Export, Food Industry, Beauty Industry and so on. As a Bookkeeper/Accountant, besides handling all the bookkeeping/accounting activity including AR management, AP management, Inventory, Loan/Asset Management, Financial and Management Reporting, Budgeting/Forecasting, and Financial Modelling - I can also help with Asset management, Loan management, Amortization Schedules and CashFlow Reporting and Management. I have professional experience with a large number of accounting systems like Xero, Quickbooks, WaveApps, Freshbooks... and many others - and also, I am well versed with the different software for Payroll (Sage/Gusto/Paycheckx), Receipt/bill management (Receipt bank, bill.com, Expensify, hubdoc), Inventory (Stitch labs, Dear Inventory, TradeGecko), Real Estate (AppFolio, Stessa) and more. There is a lot more to say and add, however, to be precise, I am the person who can perform the bridging role in supplying the right numbers/reports about your business performance and health, and ensure that all the bookkeeping/accounting is done without any impediments in these times of global turbulence that has pushed us all inside our homes - because of my extensive cloud/remote accounting experience, I can suggest process improvements, advise better tools to expedite the utility of existing systems and help develop a more healthy financial structure based on flawless reporting. My experience is diversified thus, I can bring a lot more to the table than what is expected of me. CONNECT FOR A CALL!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    HR & Business Services
    Cryptocurrency
    Annual Report
    Accounts Receivable Management
    Accounts Payable Management
    Accounting
    Financial Report
    QuickBooks Online
    Xero
    Invoicing
    Inventory Management
    Oracle NetSuite
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
  • $40 hourly

    • 4.8/5
    • (708 jobs)
    🎯 Expert Vetted + Top Rated Plus + over $1 million in Earnings I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company. We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP). Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Business Plan
    Financial Accounting
    Investment Research
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $55 hourly

    • 5.0/5
    • (55 jobs)
    After working for over 10 years in international financial institutions including Creditanstalt Investment Bank (Austrian investment banking boutique which was subsequently purchased by HVB group) and later corporate finance department of UniCredit Bank, I have substantial experience in executing various types of investment banking deliverables I have a Master degree in Economic Theory from NES and have a CFA designation since 2007. Key skills and services include: Specialized in data analysis, financial modeling, and presentations. A quick snapshot of services provided: - Forecasting and cashflow analysis - DCF/Valuation Models - Business plans - Financial models for real estate projects - Review/auditing of financial models - Financial models for Leveraged Buyouts and mergers - Startup consulting, pro-forma projections and pitch decks - Excel/Power BI guru
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Visual Basic for Applications
    Business Valuation
    Microsoft Power BI Data Visualization
    Corporate Finance
    Chartered Financial Analyst
    Investment Banking
    Financial Writing
    Business Proposal Writing
    Financial Projection
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $12 hourly

    • 4.6/5
    • (63 jobs)
    I am Chartered Accountant with 10+ Years of Expertise in US Real Estate Accounting. I am a results-driven Chartered Accountant with over a decade of comprehensive experience specializing in US real estate accounting. My expertise lies in navigating the intricate financial landscapes of the real estate industry, ensuring accuracy, compliance, and strategic financial management. Professional Experience: Throughout my career, I have successfully collaborated with real estate professionals, developers, and investors, providing valuable financial insights and solutions. Real Estate Types- Residential, Commercial, Industrial, Associations, Mobile Home Parks Leases- Long Term & Short Term If you're seeking a financial professional with a proven track record in US real estate accounting, let's connect! I welcome opportunities to collaborate, share insights, and explore new avenues in the dynamic world of finance.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Chart of Accounts
    Real Estate Investment Assistance
    US Taxation
    Wave Accounting
    Xero
    Buildium
    AppFolio
    Intuit QuickBooks
    Bookkeeping
  • $78 hourly

    • 4.9/5
    • (219 jobs)
    Investors are people. And people talk with people. They tell stories, especially if these stories are engaging. In the startup ecosystem, stories must be about a pressing problem, a big market, a scalable model, and an executable solution. Every founder has a story, deep down. I am not talking about the story you like to say. I am talking about the story you don't usually say. Now this, what you thought about, is your hero story. I orchestrated more than $50 million in VC funding with early-stage founders between 2019 and 2021, and then I stopped counting, because what's the point? I am currently helping early-stage founders through their investment readiness as a fractional CFO. This founder struggled with their market case for a long time, and I nailed it in 2 days: ✅"A+++. Really went above and beyond and knows his stuff. We had struggled with these market slides for 6 months and across many advisors for advice. Mohamed was the only one to nail it and was a pleasure to work with." - Laura Bloomer I am scouting startups in the MENA region, Europe, and the UK for 24 VCs and angel syndicates. Additionally, I am scouting ed-tech innovators in London as a part of a global innovation ecosystem called The FutureList. If you are struggling with creating the perfect pitch deck, tweaking your financial model, and being investment-ready, in other words, have a compelling story to tell investors about. Then reach out to me!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Business Writing
    Business Plan
    Financial Modeling
    Startup Pitchbook
    Fundraising Presentation
    Valuation
    Financial Planning
    Google Slides
    Venture Capital Consulting
    Microsoft PowerPoint
    Fundraising
    Investment Research
    Pitchbook
    Startup Consulting
    Pitch Deck
    Investor Overview
    Presentation Design
    Investment Preparation
  • $17 hourly

    • 4.2/5
    • (37 jobs)
    I'm a professional accountant and bookkeeper, Xero Advisor Certified, QuickBooks Online ProAdvisor, and Investor Ninja Expert. Having 6 years of experience in handling accounting/ bookkeeping for 100+ businesses around the world including the USA, Canada, the UK, Australia, Singapore, and Malaysia. I have strong capabilities to handle Accounting, Bookkeeping, Payroll, Budgeting, Account Receivables, Accounts Payable, Bank Reconciliation, Financial Management, Financial Reporting. I provide the following services: ✍ Set-up New Company Account and Chart of Accounts Management. ✍ Recording and Categorizing Financial transactions. ✍ Receipt Management using Hubdoc, Receipt Bank, and others. ✍ Bank, Credit Card, and 3rd Party Statements Reconciliations. ✍ Creating Customer, Supplier/Vendor, Invoices, Bills. ✍ Accounts Receivables and Accounts Payables Management. ✍ Daily, Weekly, Monthly, Quarterly, Year-end Reporting. ✍ Migration from one Software to another. ✍ Clean-up/Catch-up for Year-end Tax Return. ✍ Full-cycle Bookkeeping. ✍ 1099 preparation and filing. ✍ Any other tasks as per request. I have worked in the following industries: ✍ Service Industries ✍ Trading Companies ✍ Real State and Property Management companies ✍ E-commerce- Amazon, Shopify, eBay, Etsy, WooCommerce. ✍ Manufacturing companies ✍ Nonprofit Organization ✍ Hotel ✍ Restaurant ✍ CPA firm ✍ Land Investment Business Accounting Software I am capable of: ✍ QuickBooks Online ✍ QuickBooks Desktop ✍ Xero ✍ Zoho ✍ Sage ✍ FreshBooks ✍ Wave ✍ And other software alike. Other Software: ✍ Hubdoc ✍ Receipt Bank ✍ DEAR Inventory ✍ A2X ✍ Karbon ✍ Trello ✍ Asana ✍ Adobe ✍ Box ✍ ClickUp Thank you for viewing my profile!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Account Management
    Accounts Receivable Management
    Accounting Principles & Practices
    Xero
    Financial Reporting
    Management Accounting
    Accounting
    Financial Report
    Chart of Accounts
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
  • $25 hourly

    • 4.6/5
    • (94 jobs)
    I am a QuickBooks ProAdvisor with over 20 years accounting experience in the ff. industries (Health Care, construction, Law Firm in the US, e commerce, logistics, non profit education, cooperative company, English tutorial company, marketing, restaurant, rental business. real estate, accounting & auditing firm). My skills include but are not limited to; - Invoicing - Set up company file in QBO & Desktop - Set up & organize chart of accounts. - Categorization of transactions into proper account title - Bank Statement reconciliation & credit card reconciliation - Clean up of accounts - Managing Accounts Receivable and Accounts Payable - Loan Amortization & Interest Computation - Managing Fixed Assets - Depreciation of Fixed Assets - Do payroll in Quickbooks - Audit of Assets & Liability accounts. - Preparation of Balance Sheet, Profit & Loss, Cash Flow, Statement of Changes in Equity. I am proficient in MS Excel, Quickbooks Online, Quickbooks Desktop,Clio,HMRC, Wave, Dropbox, Google Sheet. I have proven experience helping small entities to have a smooth & proper bookkeeping, set up their accounting system and have their books ready for tax filing. As a freelancer, my best aim is to deliver high quality work(precise and timely reporting) at a reasonable rate.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Xero
    QuickBooks Online
    Bill.com Accounts Payable
    Accounts Payable Management
    Accounts Receivable Management
    Bookkeeping
    Intuit QuickBooks
    Accounting Basics
    Accounts Receivable
    Technical Accounting
    Financial Report
    Data Entry
    Cash Flow Analysis
  • $75 hourly

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

    • 4.9/5
    • (194 jobs)
    🏆 Certified Quickbooks Pro Advisor ☑️ 10+ years of bookkeeping experience ☑️ Top Rated Freelancer ☑️ Served 150+ cleints on Upwork Looking for a highly skilled Bookkeeper with expertise in Quickbooks & Xero? I am here! As a Quickbooks & Xero Certified Bookkeeper, I can help you with bank reconciliation, transactions data entry, Accounts payable, accounts Receivables, Balance sheet and income statement. I offer Quickbooks & Xero Bookkeeping services to Small & medium sized businesses, ECommerce & Self-employed professionals. With my bookkeeping services you will never have to worry about your bookkeeping again 🙂 I have more than 10 years of bookkeeping experience with mostly small to mid size companies. I am certified Quickbooks pro advisor and Xero certified partner. This working experience includes as a Virtual Bookkeeper for more than 8 years for small and medium businesses in various industry. Providing bookkeeping services, I will help you see patterns and, if necessary, make comparisons with previous years of work. I am the person to share your burden of Finances/Bookkeeping and let you focus on bringing more business in! - WHY CHOOSE ME OVER OTHER BOOKKEEPERS? ▪︎Client Reviews: I give quality services to my clients to earn their trust. The clients reviews and feedback on my profile are very important to me. ▪︎ Experienced Bookkeeper and Accountant: I am professional bookkeeper with 10 years of bookkeeping experience. Quickbooks Chart of accounts setup ▪︎Accounting Softwares: Quickbooks Pro, Quickbooks Online, Xero, wave, Quicken, Peachtree and some internal company accounting softwares. ▪︎Other Software: Asaana, Slack, Skype, A2x, Bill.com, Hubdoc, Dexit, Amazon, Shopify, Etsy, walmart ▪︎ ECommerce Accounting : Specialized in Accounting for eCommerce businesses ▪︎ Quickbooks Payroll : Hand-on experience on Quickbooks payroll and TSheets. ▪︎ Xero Payroll Expert : Xero Payroll Expert ▪︎Inventory Management : I know how to manage inventory for inventory based businesses ▪︎IFRS : Famaliar with IFRS Accounting standards If you value your time more than what you could pay someone else to do your bookkeeping, then it's time to hire a remote, part-time bookkeeper and let him take over data entry while doing what you do best-run your business. Please send me a message, and let us discuss more your needs!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Accounting Software
    Accounting Advisory
    Accounting Report
    Accounting Basics
    Light Bookkeeping
    Cash Flow Statement
    Bookkeeping
    Xero
    US Taxation
    Accounting Principles & Practices
    QuickBooks Online
    Accounting
    Bank Reconciliation
    Financial Accounting
  • $20 hourly

    • 4.9/5
    • (156 jobs)
    I am a Certified Chartered Accountant and a certified XERO (2014-20) and QuickBooks Accountant (certificate attached in profile) with 14+ years of experience (including off-shore) with diverse geographic, domain and profound industry knowledge across multiple sectors and markets. I am providing bookkeeping and accounting services for business set ups across the globe. I have been working on all globally recognized software including XERO; QuickBooks; YARDI, AppFolio, Buildium, FreshBooks; Clear books among others. I have extensive knowledge on how to use QuickBooks Online/Offline, Bill.com Accounts Payable, Hubdoc, Zendesk, Salesforce, Expensify, Tsheets, Zoom and Google Sheets/Excel If given a chance, It would be my pleasure to assist you with bookkeeping and preparation of financial statements for your year end reporting and for reporting sales tax / GST and VAT (as relevant). I have specialization in budgeting, forecasting, financial modelling, planning, financial analysis, business valuations. I also offer services like data entry, data mining, web research and other data management services. My core competency lies in my analytical skills and I have been doing bank reconciliation statements, management accounting, budgeting, to preparing of financial statements. I also specialise in Data management where I with my network and resources arranges business and market data globally. I provide all sorts of statistical and analytical reports on the data’s. I have skills and expertise in QuickBooks, MYOB, Tally. I provide bookkeeping and tax preparation services at a very affordable rate. Seeking a challenging and responsible financial/accounting work where natural abilities, experience, education and assertiveness will be most effectively and profitably utilized. 1. High-end excel related work – small excel based accounting/bookkeeping models, creation of extensive macros, creating pivots, charts, auto invoice template generation, etc. 2. Creation of Business plans, forecasting, business modelling, business valuations, budgeting, etc. 3. Para planning, creation of Statements of advices, Investment planning report, providing financial advisory services and portfolio management. 4. Data arrangements, data analysis in different forms (charts, graphs, etc.) 5. Setting up chart of accounts 6. Accounts Receivable -this also includes matching invoices to purchase orders received 7. Accounts Payable (Matching invoices to purchase orders, matching payment receipts to account - credit card or bank - transactions). 8. Account Reconciliations and weekly/monthly status reports. 9. Payroll (Managing payroll - through online payroll software - for small to mid sized businesses) 10. Tax Preparation - for Individuals, LLCs, S-corps, Corps and Partnerships
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Internal Auditing
    Bookkeeping
    AppFolio
    Business Modeling
    Yardi Software
    Corporate Finance
    Property Management
    Buildium
    Financial Analysis
    Business Analysis
    Bank Reconciliation
    Financial Accounting
    Daily Deposits
    Microsoft Excel
  • $35 hourly

    • 4.9/5
    • (14 jobs)
    US CPA and a CA having 10+ years of accounting experience with Edible Arrangements (US based company), MNC Oil & Gas China Petroleum, Telecom VEON and others. Started career with KPMG. Proficient in mergers & acquisitions, cost reduction, accounting (US GAAP/ IFRSs), closing and reconciliations, treasury, US audits and attestation, tax planning, process improvement, and team management. Industry experience- Properties, Tech, Logistics, Franchise Accounting, Oil and Gas, and Telecom.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Financial Audit
    CPA
    Financial Analysis
    Pitchbook
    SEC Reporting
    Bookkeeping
    Mergers & Acquisitions
    Process Improvement
    Financial Reporting
    Due Diligence
    US Taxation
    Budget Management
    GAAP
    Sarbanes-Oxley Act
  • $85 hourly

    • 5.0/5
    • (49 jobs)
    Hey there, 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. 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.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Accounts Receivable Management
    Accounts Payable Management
    Financial Variance Analysis
    Financial Projection
    Company Valuation
    Bookkeeping
    Venture Capital Consulting
    Financial Reporting
    Internal Auditing
    Performance Management
    Pro Forma Statement
    Internal Control
    Xero
    Management Accounting
    Microsoft Power BI
  • $20 hourly

    • 5.0/5
    • (22 jobs)
    Hello! I am an expert Accountant and bookkeeper using QuickBooks Online, Xero, Wave, NetSuite, Zoho Books, Sage, Freshbooks and Quicken. I am eager to help you and your business with all your bookkeeping and payroll needs. I have worked as a bookkeeper and payroll specialist for over 5 years. My clients range from small start-up businesses to established small and medium size companies. I have worked with businesses in the following industries (this is not a complete list but a representation of my current clients): • Hospitality and Restaurants • Construction • AC Repair and Big Equipment Repair • IT and Computer • Construction • Education • Mental Health Services • Fitness My main goal is to create a specialized plan for you and your business that will allow your books to be caught up, kept up, and for you to know the financial picture of your company – allowing you to make sound financial decisions. As your bookkeeper, I will take on tasks that are time-consuming and give you time to focus on growing your business. What can I help you with? As your bookkeeper, I will take on tasks such as, but not limited to: • General bookkeeping tasks. • Catching up your books from previous years. • Maintaining your books. • Yearly review to ensure your books are in order for filing your business taxes. • Accounts Receivable: o Tracking your invoices and ensuring they have been paid. o Providing a monthly update on outstanding invoices. o Creating new invoices to send to your customers. • Accounts Payable. • Monthly reporting. • Bank reconciliation. • Grant invoicing. • Payroll using QuickBooks Online Payroll, Gusto, or ADP. As a bookkeeper, I have several qualities (just to name a few) that have allowed me to be successful. • Detail oriented. • Honest and trustworthy. • Motivated and organized. • Provide bi-weekly updates so you always know what is happening with your books. Ask yourself these questions: • Are you constantly feeling overwhelmed with your financials and not sure where your money is or if you are spending too much in one area? • Are you just feeling overwhelmed and behind on the business side of your business? • Are your bookkeeping and ongoing business tasks something you would like to leave to someone else so you can focus on growing your business? • Do you want to focus more time on the qualities of your business, the reason you started your company that makes it special and unique to you? If you answer yes to one or all these questions, I can help you! By working with you and your business, I will be able to free up your time, allowing you to focus on other priorities you have in running your business. I look forward to working with you! If you have any questions or if you are ready to get started, message me and let’s chat! Best Regards! Feroza Ayub
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    SEM Account Setup
    Xero
    Wave Accounting
    PDF Conversion
    Financial Report
    Inventory Management
    Accounts Receivable Management
    Accounts Payable Management
    Account Reconciliation
    Account Management
    Intuit QuickBooks
    Microsoft Excel
    Payroll Accounting
    Bank Reconciliation
    Bookkeeping
  • $75 hourly

    • 4.9/5
    • (85 jobs)
    American, native English speaking corporate finance professional with over 24 years of uniquely broad and well-rounded analytical and managerial experience. For the last ten years I’ve been a full-time contractor. I provide top-quality, full-scope solutions and services in the areas of financial analysis, financial modeling, budgeting, dashboards, financial projections, investment research and analysis, accounting, business plan and pitch deck content & design, investor presentations, report automation and much more. My work product is always high-quality and professional. I'm not capable of delivering to a lower standard; quality work is important to me not just personally but also because I feel a real sense of obligation to deliver real value in every engagement I enter. Doing my job well is both expected and given so satisfaction for me really comes from helping good people become more successful in their professional lives and (by extension) their personal lives as well. For me this is the most motivating aspect of contracting; I truly enjoy seeing clients receive real, meaningful and tangible benefit(s) from the work I deliver. If you have important work that you need done right then we ought to talk.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Balance Sheet
    Bank Reconciliation
    Managerial Finance
    Bookkeeping
    Content Writing
    Financial Prospectus Writing
    Corporate Finance
    System Automation
    Business Valuation
    Financial Accounting
    Business Analysis
    Financial Modeling
    Business Plan
    Financial Analysis
  • Want to browse more freelancers?
    Sign up

How it works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

How do I hire a Financial Manager on Upwork?

You can hire a Financial Manager on Upwork in four simple steps:

  • Create a job post tailored to your Financial Manager project scope. We’ll walk you through the process step by step.
  • Browse top Financial Manager talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Financial Manager profiles and interview.
  • Hire the right Financial Manager for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Financial Manager?

Rates charged by Financial Managers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Financial Manager on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Financial Managers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Manager team you need to succeed.

Can I hire a Financial Manager within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Financial Manager proposals within 24 hours of posting a job description.

Financial Manager Hiring Resources

Learn about cost factors Get a job description template Hire talent
Schedule a call

Looking to hire for long-term or full-time assignments? See how Full-time hiring on Upwork simplifies the process.