Financial Manager job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Financial Manager Job Description

A financial manager is a professional who oversees all aspects of finance within a company in order to ensure that it is operating as efficiently as possible. The financial manager monitors, analyzes, and evaluates the financials of the company in order to make informed and calculated decisions. They must be able to think strategically and analyze the business in order to identify opportunities for improvement. This is a particularly important role in today’s business climate, where companies are looking to optimize their operations to be more efficient.

In this section, we will cover a sample job description, exploring the daily responsibilities and necessary qualifications for a financial manager.

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The Job Overview

We are seeking a financial manager to help us manage our finances. You will be responsible for creating, analyzing, and interpreting our data to make informed decisions. You will also be expected to create new financial models and charts to assist with our business planning and forecasting. Your duties will include account reconciliation, balance sheet analysis, monthly reporting, tax reporting, and preparation of budgets. You will also manage our organization's debt and lead the development of financial statements and forecasts.

Responsibilities

Below are some of the responsibilities a financial manager is expected to assume in their position:

Prepare financial reports, forecasts, and statements
Assess financing alternatives by considering risk, return, and market conditions
Prepare cash flow forecasts and budgets
Monitor the cash flow of the company to ensure sufficient funds are available to meet cash flow needs
Prepare an analysis of financing needs for major capital equipment purchases, working capital, and other financing needs
Prepare and monitor the company's credit facility
Prepare periodic financial reports for the company

Job Qualifications and Skill Sets

Below are the qualifications expected of a financial manager:

Bachelor’s degree in finance, accounting, or related field

Chartered Financial Analyst (CFA) or Certified Professional Accountant (CPA)

Demonstrated proficiency in Microsoft Excel and PowerPoint

Strong analytical skills

Proven experience in financial analysis, forecasting, and budgeting

Experience with financial management software systems

Excellent written and verbal communication skills

Strong organizational skills

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4 Factors to Consider When Creating a Financial Manager Job Description That Fits Your Needs

There are many financial analysts out there, so it is crucial that you understand what you need before hiring. Below are some factors to consider to help you choose the right fit for your company:

1. Determine What Type of Financial Manager You Need

Financial manager is a role that covers a wide range of financial duties within a business. If you need help preparing financial statements and other reports based on past activities, a freelance controller can help. If your goal is to look outside your company for capital from bankers, shareholders, and investors, a treasurer or finance manager may be better suited for your needs. Pick the type of financial manager you need for your business.

2. Employee vs. Independent Contractor vs. Agency

Financial managers can be hired in-house, contracted through an agency, or contracted independently as a freelancer. A freelance financial manager might specialize in one area and could be hired to fill a single talent gap within your team. An agency will have a finance team that can help with various aspects of your business finances. It all depends on how granular you want to get with your talent staffing needs. Worker classification can be tricky, so check out our compliance services resources page for more information.

3. Experience

The more experienced a financial manager is, the more complex tasks they’ll be able to perform for your business. An entry-level financial manager might help your business with basic cash flow reporting and balance sheets. Alternatively, you might consult with a former chief financial officer (CFO) to help clean up your company’s financial structure in preparation for your next round of venture capital funding. Your project scope will determine the years of experience required for the job.

4. Industry

A big part of a financial manager’s job description is to understand legal regulations regarding finance as it pertains to your industry. For example, a business operating in healthcare will likely face different regulatory requirements than a business operating in food and beverages. Consult with a financial manager who is familiar with the unique financial reporting requirements of your industry.

Next Steps

So you’re now ready to begin looking for a financial manager. Great financial managers can be found on Upwork. Their qualifications are listed along with their experience, giving you all the information you need to find the right fit for you.

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Financial Managers you can meet on Upwork

$64 hourly
Zlatko A.
- 5.0
- (8 jobs)
Belgrade, CENTRAL SERBIA
Financial Management
Operations Management Software
Interpersonal Skills
Microsoft Access
Financial Analysis
Financial Presentation
Financial Modeling
Business Process Automation
Business Process Management
Business Consulting
Business Management
Management Development
Business Operations
Management Consulting
Startup Consulting

✅📈 Highly effective executive with a BSc (Econ), and 15+ years of experience in operations within international multi-million € companies, and start-ups, in diverse industries including construction, real estate, retail/wholesale, and manufacturing, supported by strength in finance, trade, marketing, HR, IT, and procurement. ✅ Capable of blending big-picture viewpoints with daily operations to facilitate successful decision-making. At Keen Holdings, achieved an additional 9% profit increase while at Al Grosso, actively contributed to raised annual turnover from €2M to €7M. As a summary of my skills and expertise, I made: ✔ Key Essentials for Operations, Business and Financial Management in SMEs, and start-ups, presented in my portfolio, which covers business models and strategic financial management, including accounting, controlling, planning, budgeting and debt structuring. ✔ Financial Analysis Model for Planning and Sales Forecasting, Cash Budgeting, Break-Even and Leverage, among other topics. 🟢 Skills & Expertise • Operations Management • Financial & Accounting Management • Controllership & Decision Making • Growth Strategy Development • Business Planning & Analysis • Performance Measurement • Operational Efficiencies • Financial Analysis & Reporting • Resource Management 🟢 Education & Training • B.Sc. Econ. Faculty of Economics and Business, Belgrade University • Training: Culture and Philosophy for Success • Training: Road to Success 🟢 Certificates • Certificate of Financial Analysis • Certificate for an Independent Accountant • Institute for Foreign Languages, Belgrade, Certificate in Advanced English 🟢 Additional Knowledge • MS Office, Asana, Slack, Google Sheets, Zapier, Make, Airtable, Podio • Driver license (B Category)
$500 hourly
Yahaira B.
- 4.6
- (16 jobs)
Raleigh, NC
Financial Management
Budget Planning
Budget
Forecasting
Construction
Cash Flow Analysis
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
CPA
Financial Analysis
GAAP
Internal Control

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.
$150 hourly
Shereena W.
- 4.5
- (31 jobs)
Kigali, KIGALI
Financial Management
Financial Planning
Financial Policies & Procedures
Market Research
Internal Auditing
Financial Modeling
Management Accounting
Business Plan
FinTech Consulting
Blockchain
Business IT Alignment
Financial Analysis
Cryptocurrency
Financial Accounting
Intuit QuickBooks

I am a Certified Accountant by profession with an Engineering background in Computer Science. My expertise is in the following areas: Setting up Internal Controls & policies, Financial modeling & its automation, Financial planning & analysis, Cashflow forecasting and management, Investment appraisal, Feasibility study, Business plans, Accounting finalization, Blockchain technology, Cryptocurrencies, Tokenomics etc. I am also great at Negotiations !

$64 hourly
Zlatko A.
- 5.0
- (8 jobs)
Belgrade, CENTRAL SERBIA
Financial Management
Operations Management Software
Interpersonal Skills
Microsoft Access
Financial Analysis
Financial Presentation
Financial Modeling
Business Process Automation
Business Process Management
Business Consulting
Business Management
Management Development
Business Operations
Management Consulting
Startup Consulting

✅📈 Highly effective executive with a BSc (Econ), and 15+ years of experience in operations within international multi-million € companies, and start-ups, in diverse industries including construction, real estate, retail/wholesale, and manufacturing, supported by strength in finance, trade, marketing, HR, IT, and procurement. ✅ Capable of blending big-picture viewpoints with daily operations to facilitate successful decision-making. At Keen Holdings, achieved an additional 9% profit increase while at Al Grosso, actively contributed to raised annual turnover from €2M to €7M. As a summary of my skills and expertise, I made: ✔ Key Essentials for Operations, Business and Financial Management in SMEs, and start-ups, presented in my portfolio, which covers business models and strategic financial management, including accounting, controlling, planning, budgeting and debt structuring. ✔ Financial Analysis Model for Planning and Sales Forecasting, Cash Budgeting, Break-Even and Leverage, among other topics. 🟢 Skills & Expertise • Operations Management • Financial & Accounting Management • Controllership & Decision Making • Growth Strategy Development • Business Planning & Analysis • Performance Measurement • Operational Efficiencies • Financial Analysis & Reporting • Resource Management 🟢 Education & Training • B.Sc. Econ. Faculty of Economics and Business, Belgrade University • Training: Culture and Philosophy for Success • Training: Road to Success 🟢 Certificates • Certificate of Financial Analysis • Certificate for an Independent Accountant • Institute for Foreign Languages, Belgrade, Certificate in Advanced English 🟢 Additional Knowledge • MS Office, Asana, Slack, Google Sheets, Zapier, Make, Airtable, Podio • Driver license (B Category)
$500 hourly
Yahaira B.
- 4.6
- (16 jobs)
Raleigh, NC
Financial Management
Budget Planning
Budget
Forecasting
Construction
Cash Flow Analysis
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
CPA
Financial Analysis
GAAP
Internal Control

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.
$150 hourly
Shereena W.
- 4.5
- (31 jobs)
Kigali, KIGALI
Financial Management
Financial Planning
Financial Policies & Procedures
Market Research
Internal Auditing
Financial Modeling
Management Accounting
Business Plan
FinTech Consulting
Blockchain
Business IT Alignment
Financial Analysis
Cryptocurrency
Financial Accounting
Intuit QuickBooks

I am a Certified Accountant by profession with an Engineering background in Computer Science. My expertise is in the following areas: Setting up Internal Controls & policies, Financial modeling & its automation, Financial planning & analysis, Cashflow forecasting and management, Investment appraisal, Feasibility study, Business plans, Accounting finalization, Blockchain technology, Cryptocurrencies, Tokenomics etc. I am also great at Negotiations !
$49 hourly
Vasilii I.
- 5.0
- (61 jobs)
Petropavl, SEV
Financial Management
Business Operations
Agile Project Management
Project Management
Six Sigma
Project Management Professional
Google Workspace
Business Plan
Staffing Needs
Light Project Management
Business Development
Business Consulting
Business Coaching
Business Management
Project Accounting

Greetings! You are Founder and CEO of growing business or start up. Your revenue is growing, your team is growing. You are work hard for your business but feel that things goes out of control and it takes almost all your time to fix it and put order on place. Operational routine is consuming all your time and you less and less generating new ideas and business opportunities... I'm here to help you with that! Take over routine and operational responsibilities from your shoulders and let you do what you doing best, generates ideas and business opportunities. The rest you can rely on me. Who I am? Experienced business operations/project and financial manager. Over 12 years in top management position in LafargeHolcim Group, number one enterprise in building industry. Since 2017 working as freelancer for worldwide clients and projects. Experience in Projects and Operations management for: IT startups. E-commerce. Renewable energy. Resource recovery. Skills in creation business model, development and start up. Team creation. Efficient management practice. Crisis management skills. Experience in market entry strategy, partnership negotiations, government relations. Budgeting, Forecast, Mid-Term plans projection, P&L responsibility, Capex management, Cost control and cost optimization, Treasure and accounting team management. Looking forward to be useful for you. Remain for your service. Sincerely yours Vasilii
$70 hourly
Ruth Y.
- 5.0
- (15 jobs)
Sacramento, CA
Financial Management
Cost Accounting
Financial Reporting
Financial Analysis
Financial Statement
Financial Presentation
Real Estate Financial Modeling
Financial Accounting
Financial Audit

Over 7 years working as an external auditor for the State performing regulatory, operational and financial compliance, and financial reviews. Have analytical, problem-solving, diagnostic, researching, and project management skills. Write audit reports. Have a Bachelor in Accounting, MBA in Finance, and a CPA license. Have knowledge of accounting standards and principles, auditing principles, stock analysis, theoretical portfolio management, real estate principles, and financial analysis of firm. Here to make extra money. Glad to assist in your accounting, auditing, or financial needs.
$60 hourly
Vitalii S.
- 5.0
- (30 jobs)
Kemerovo, KEMEROVO OBLAST
Financial Management
Google Charts
Financial Analysis
AppSheet
Business Report
Google Sheets
Data Visualization
Financial Modeling
Financial Reporting
Presentation Design
Russian
Financial Translation
Financial Presentation
Microsoft Excel

Highly experienced Acting Financial Director with 20 years in Finance, specializing in driving financial performance through strategic analysis and robust management. Proven expertise in: - Financial Modeling (Company Valuation, Startup Project Feasibility) - Corporate Finance Management (Cost Optimization, Cash Flow Control) - Comprehensive Budgeting (Planning, Variance Analysis) - Preparation and Analysis of Financial Reports (P&L, Balance Sheet, Cash Flow Statement, Sales, Production, Cost, Asset Performance) - In-depth Financial Analysis (Profitability, Liquidity, Return on Investment, EBITDA) - Data Visualization through Financial Charts and Dashboards - Advanced proficiency in Financial Excel, Google Sheets, and Looker Studio.
$150 hourly
Syed Asad R.
- 5.0
- (35 jobs)
Karachi, SD
Financial Management
Xero
QuickBooks Online
Shopify
Business Consulting
Financial Statement
Internal Auditing
Business Plan
Financial Analysis
Ecommerce
Finance
Strategy
Internal Control
Cash Flow Analysis
Financial Projection

As an experienced CFO Advisor, I specialize in providing expert financial guidance to businesses of all sizes, helping them to grow, optimize their finances, and achieve their goals. With a proven track record of success in driving business growth, I offer advisory services tailored to your unique needs, including financial planning and analysis, budgeting, forecasting, cash flow management, risk management, and more. I also have entrepreneurial experience in founding two companies. With extensive experience in finance and business operations, I bring a unique perspective to my work, understanding the financial implications of decisions and the operational and strategic factors that impact business success. Whether you're a startup seeking to raise capital, a mid-size company looking to expand, or an established enterprise seeking to optimize your finances, I can help you to navigate complex financial challenges and achieve your goals. Services offered: Virtual CFO Advisory Financial planning and analysis Budgeting and forecasting Cash flow management Risk management and mitigation Financial modeling and analysis Capital raising and financing strategy Experience: 14+ years of experience as a business and finance expert. Successfully advised firms in various industries, including technology, healthcare, e-commerce, manufacturing, etc. Proven track record of driving business growth and optimizing finances. Extensive experience in financial planning and analysis, budgeting, cash flow management, risk management, and more. Strong communication and presentation skills, with experience presenting to boards, investors, and other stakeholders. Detail-oriented and analytical, with a focus on data-driven decision-making. Education: Bachelor's degree in Accounting - Asia e University, Malaysia. Harvard Business School Online - CORe, Passed with Honors. Certifications: Chartered Institute of Management Accountants - United Kingdom. Certified Internal Auditor - Institute of Internal Auditors, USA.
$200 hourly
Jennifer L.
- 5.0
- (15 jobs)
Los Angeles, CA
Financial Management
Financial Reporting
Financial Presentation
Chartered Financial Analyst
Due Diligence
Corporate Finance
Financial Modeling
Mergers & Acquisitions
Financial Analysis

I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.
$80 hourly
Sergio Eduardo Nazareno D.
- 5.0
- (6 jobs)
Vaughan, ON
Financial Management
Finance & Accounting
Account Management
Certified Financial Planner
Financial Model
Financial Statement
Financial Reporting
Financial Modeling
Financial Analysis & Valuation
Management Accounting
Visual Basic for Applications
Financial Analysis
Accounting
Financial Report
Financial Accounting

⚡𝑼𝒏𝒍𝒐𝒄𝒌 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔’𝒔 𝒑𝒐𝒕𝒆𝒏𝒕𝒊𝒂𝒍 𝒘𝒊𝒕𝒉 𝒎𝒚 𝑭𝒓𝒂𝒄𝒕𝒊𝒐𝒏𝒂𝒍 𝑪𝑭𝑶 𝒔𝒆𝒓𝒗𝒊𝒄𝒆𝒔.⚡ 👋𝐌𝐞𝐞𝐭 𝐒𝐞𝐫𝐠𝐢𝐨: A highly experienced Fractional CFO with 15 years of proven success driving financial performance and strategic growth across diverse industries. I specialize in Setting up and Optimizing Finance Departments, leveraging reinvestment strategies to transform businesses into multimillion-dollar enterprises. With tailored solutions for SaaS businesses, I will set up your accounting systems, track key performance indicators, and develop financial models to support your growth. My services ensure that your financial reporting is not only accurate and GAAP-compliant but also presented in a clear and actionable way, empowering you to make informed decisions for your business. 𝑰 𝒄𝒂𝒏 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒊𝒏 𝒕𝒉𝒓𝒆𝒆 𝒌𝒆𝒚 𝒂𝒓𝒆𝒂𝒔: 𝟏. 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧: 𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩: I will set up your accounting systems, including 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎) for bank and credit card integration, Gusto for payroll, bill.com for accounts payable, and 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐁𝐚𝐧𝐤 for document management. I can also integrate tools like Expensify and TSheets. I will create customized processes for your 𝐒𝐚𝐚𝐒 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, resulting in a GAAP-compliant monthly report that’s ready for your Board or CFO. 𝟐. 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐥𝐞𝐫: 𝐊𝐏𝐈𝐬 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: I will analyze trends and discuss key developments in regular meetings. I will provide important 𝐒𝐚𝐚𝐒 𝐊𝐏𝐈𝐬 such as 𝐌𝐑𝐑, 𝐀𝐑𝐑, and churn to give you insights into your business performance. 𝟑. 𝐂𝐅𝐎: 𝐅𝐨𝐫𝐰𝐚𝐫𝐝-𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 I will address specific challenges, such as: ▸Building financial models for fundraising (I've raised millions in the SaaS space) ▸Creating and tracking budgets, including sales targets and hiring budgets ▸Managing short-term cash flow for accounts payable and receivable. 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲: ⭐Financial Management and Reporting ⭐GAP Analysis and Cost Reduction ⭐Strategic Planning and 5-Year Plans ⭐Streamlining Operations and Processes ⭐Raising Capital and Financing 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: 🏷Budgeting and Forecasting 🏷Financial Modeling and Analysis 🏷Investor Pitch Decks 🏷KPI Reporting Dashboards 🏷Budget Analysis 🏷Business Plan Pro-Forma 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: ➡Fractional Controller Services ➡Month-End Close and Reporting ➡Full-Service Bookkeeping ➡Inventory Accounting and Fixed Assets ➡Internal and External Audits ➡Business Tax Preparation 💡 𝐌𝐲 𝐠𝐨𝐚𝐥 𝐢𝐬 𝐭𝐨 𝐛𝐞 𝐲𝐨𝐮𝐫 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐩𝐚𝐫𝐭𝐧𝐞𝐫, helping you optimize cash flow, manage investments, and navigate mergers with tailored solutions that drive long-term success. 💡 𝐈 𝐮𝐭𝐢𝐥𝐢𝐳𝐞 𝐚 𝐫𝐚𝐧𝐠𝐞 𝐨𝐟 𝐭𝐨𝐨𝐥𝐬 including Excel/VBA | R | MATLAB | Tableau | Bookkeeping and Power BI to efficiently manage financial processes and deliver actionable insights. 💡 𝐈 𝐰𝐢𝐥𝐥 𝐒𝐞𝐫𝐯𝐞 𝐲𝐨𝐮 𝐢𝐧: Fractional CFO | CFO | CFO Financial Analyst | Chief Financial Officer | Virtual CFO | Experienced start-up CFO | Fractional CFO support | Virtual CFO | Financial Modeler | Business & Financial Analyst | Financial Management | Financial Reporting | Financial Reporting | Financial modeling | Financial Modeling | CFO Financial Modeler | Financial Analysis and Modeling | Financial Plan | Business Management | Financial Report | Financial Analysis | Budgeting and Forecasting | Investment Management | Cash Flow Optimization | Risk Management | Mergers and Acquisitions Advisory | Budgeting & Cost Control | Financial Reporting & Analysis | Cash Flow Management | Compliance & Risk Mitigation | Business Process Investment & Capital Allocation | Tax Planning & Audit Support | Forecasting | Investment analysis | Investment Analyst | Investment Advisor | Investor Pitch Deck | Investment Writer | Investment Fund | Investment Consultant | Investment Coach | Investment Research | Real Estate Investment Analysis | Investment Pitch Deck | Investment Strategy | Budget Planning | Acquisitions | Cost Management | Financial Analysis & Valuation | Microsoft Excel | Finance | Valuation Expert | Visualization Expert | Accounting & Taxation | Financial Planning | Fundraising | Valuation | Financial Valuation | Financial model | Financial Modelling Expert | M&A Due Diligence | Business Valuation | Business Plans & Valuation Expert | Business Valuation and Forecasting | Excel Expert | Private Equity | Business Planning and Pitch Deck Expert | Account Management | Accounting | Company Valuation | Budget Proposal | Business Plan development | Startup Consulting | Financial Accounting | Financial Reporting | Management Consulting | Tax Preparation. Let’s connect and reshape your financial future together. Looking forward to meeting you. Thanks!
$125 hourly
Calvin C.
- 4.9
- (64 jobs)
Milpitas, CA
Financial Management
Asset Management
CPA
Financial Statement
Property Tax
Cash Flow Modeling
Cost Control
Revenue Management
Bank Reconciliation
Tax Preparation

Introduction: - I am a licensed CPA and CMA in California with 12 years of professional experience. Throughout my professional career, I have developed extensive accounting skills from working as a corporate controller at public companies and startups, and a tax preparer at a CPA firm. These skills and experience allow me to offer reliable accounting/tax services, and business consulting and analysis services to many clients. I am dedicated to providing quality, value, and service to meet my customer’s needs. I look forward to working with you, and helping your business run and grow. Here are the service I provide: Accounting and Tax: -Preparation of Financial Statement -Financial Modelling/Forecasting/Budgeting -Bank/Credit card Reconciliations -Journal Entry -Account Reconciliation -Accounts payables and Accounts Receivables -Personal and Small business tax preparation -Cash Management Analysis -Planning and Forecasting -Sales and used tax -Small company Property tax -Manage and reconcile prepaid and amortization -Experience in fixed assets and depreciation -Capital lease and operating lease accounting Software Skills: - Quickbook - Excel - Oracle R12 - Netsuites - Xero - Freshbooks California Accountancy License Number: 134770
$40 hourly
Cherisa W.
- 5.0
- (7 jobs)
Durham, NC
Financial Management
Customer Support
Human Resources Consulting
Program Management
Company Policy
Microsoft Office
Budget Management
Administrative Support
Human Resource Management

Hey there, future client! Thanks for your interest in my profile. I'm a self-motivated professional with experience in finance and HR management. I have obtained a MBA and I'm a certified Professional in Human Resources (PHR)®. I deliver value to my clients through my attention to detail, follow through, quality of work and on-time deliverables. My Services Include: ⦁ Customer Service Support ⦁ Administrative/Office Management ⦁ Budget Management ⦁ Hiring Support ⦁ Recruiting and Retaining Quality Employees ⦁ Human Resources Management/ 360 Employee Life Cycle ⦁ Screening Applicants ⦁ Interviews and Selections ⦁ Updating Job Descriptions ⦁ Managing Job Ads ⦁ On-boarding/off-boarding/HR compliance/Performance appraisals I am always willing to learn and can pick up on things quickly! Let's chat to see if we're a good fit for each other! ☺
$80 hourly
Andres B.
- 4.9
- (20 jobs)
Biscayne Park, FL
Financial Management
Business Cases
Startup Consulting
Business Consulting
Financial Projection
Business Management
Financial Modeling
Financial Planning
Cash Flow Modeling
Business Plan
Process Design

(Total hours worked only shows hourly contracts, not hours dedicated in projects. Value/hour is discounted price) Business consultant and project finance expert., with over 20 years experience with startups and small businesses in an array of industries. Worked in consulting for Accenture and other multinational companies and startups. Focus areas: Small and Medium Enterprises & Start-ups in diverse industries. Project Finance: Strategically and operationally experienced project finance expert. I can assist you in linking strategy with operations and project finance. STRATEGY CONSULTANT: Strategic brainstorming & planning, product strategy, business model, financial modeling, company building, establishing objectives & key results (OKRs), and board of directors. FINANCIAL MODELLING: Every good strategy needs a sound financial model and forecast. I can deliver financial models that are scenario based and with dashboards for revenue, analysis, ROI, IRR, risk. I can assist you with planning, forecasting, and doing operating budgets, CAPEX, acquisition analysis, and pro formas. BRIEF BACKGROUND: Bachelor's degree in Business. Extensive experience with new business ventures, both as an employee and as an entrepreneur. Whether you are starting a business, planning on expanding to new lines of business, or need someone in the day-to-day operation, I have the necessary skillet and business acumen to accompany you throughout the process. Upwork rate is discounted, given lower rates generally offered in Upwork. Thank you.
$59 hourly
Imran A.
- 4.8
- (1 job)
Bellaire, TX
Financial Management
AI Consulting
Supply Chain Optimization
Application Integration
SuiteScript
Data Migration
Business Process Automation
ERP Software
NetSuite Administration
NetSuite Development
Oracle NetSuite

📊 Oracle NetSuite Expert || ERP || 10+ Years of Experience 📈 Certified NetSuite ERP Consultant | ERP Optimization Specialist 💡 Helping Businesses Streamline Operations & Maximize Efficiency 💼 Managing Partner | Fusion365 AI As a Certified NetSuite Consultant and Managing Partner at an IT Consultancy, I specialize in ERP implementation, customization, and optimization for businesses looking to scale efficiently. With over 10 years of hands-on experience, I have successfully led large-scale ERP deployments, integrating financial management, inventory control, and business intelligence to drive operational success. Certifications & Expertise: 📌 SuiteFoundation 📌 Certified ERP Consultant 📌 Advanced Revenue Management 📌 Certified Scrum Master (CSM) What I Offer: 🔹 NetSuite Implementation & Customization – Tailoring ERP solutions to fit unique business models. 🔹 Data Migration & Process Automation – Ensuring seamless transitions with zero downtime. 🔹 Inventory & Financial Management – Optimizing multi-entity structures, reconciliations, and compliance. 🔹 Business Intelligence & Reporting – Leveraging data analytics for actionable insights. 🔹 Tax Compliance & ERP Integration – Aligning NetSuite with US GAAP & international tax regulations. Industries Served: 🏢 SaaS & Tech Startups | 🏬 Retail & E-commerce | 🏗️ Real Estate | 🚀 Manufacturing With a track record of implementing ERP solutions for Fortune 500 companies and SMBs alike, I ensure seamless system integrations, process optimizations, and financial clarity—all while driving measurable business growth. Let’s collaborate to streamline your ERP ecosystem and maximize efficiency! 📩 Let’s discuss how I can add value to your business.
$80 hourly
Laurent P.
- 5.0
- (2 jobs)
Dubai, DU
Financial Management
Financial Planning
Financial Modeling
Budget Planning
Accounting Report
Management Accounting
Accounting Tools Setup
Cash Flow Statement
Project Management Professional
Bookkeeping
Accounting Advisory
Finance & Accounting
Civil Engineering
Business Analysis
Financial Report

I bring over 15 years of high-level financial leadership in the infrastructure & construction industry, having served as CFO and Area Controller for high value and complex projects across the Middle East, Africa, and Asia. I provide strategic financial oversight to companies that need expert guidance without the commitment of a full-time CFO. I specialize in supporting complex, multi-entity environments where visibility, control, and forward planning are critical. What I offer: • Cash Flow Forecasting & Management • Budgeting & Financial Planning • Strategic Business Advisory • Internal Controls Setup & Audit Coordination • Financial Due Diligence for Investors or Partnerships • High-level support for Construction & Industrial Projects I offer remote, part-time strategic support on a retainer basis, tailored to clients needing executive-level insight with flexible engagement.
$40 hourly
Vladimir J.
- 5.0
- (40 jobs)
Beograd, CENTRAL SERBIA
Financial Management
Project Finance
Pitch Deck
Loan Processing
Loan Approval
Startup Company
Startup Consulting
Financial Modeling
Feasibility Study
Underwriting
Investment Research
Company Valuation
Financial Analysis
Financial Projection
Business Plan

Top Rated Plus finance professional with versatile experience helping businesses raise capital and get approved for loans. I've been approving credit limits to startups and SMEs for 10+ years and know what investors and banks want to see in funding proposals. I help business owners create bespoke financial models, business plans, and pitch decks for successful fundraising and loan applications. I have worked as a part-time CFO for e-commerce businesses, Amazon stores, and SaaS companies, and as a Credit Manager and Underwriter for lenders in the US and EU, specializing in mid-market businesses. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐚𝐧𝐝 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐔𝐧𝐝𝐞𝐫𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐂𝐫𝐞𝐝𝐢𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 – 13 years in commercial banking and trade finance (factoring and supply chain finance), loan approver for small and medium businesses, startups, and SPVs in all major industries. Proficiency in quantitative and qualitative analysis and risk assessment, market analysis, financial projections and forecasting, credit memorandum writing, developing credit scoring models, developing loan amortization plans adjusted for optimal debt service capacity ratio (DSCR), and preparation of all necessary documents in approval processes of mortgage loans, equipment finance, working capital financing, line of credit, and SBA loans with banks and other types of borrowers. 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐏𝐥𝐚𝐧 𝐖𝐫𝐢𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐏𝐢𝐭𝐜𝐡 𝐃𝐞𝐜𝐤 𝐃𝐞𝐬𝐢𝐠𝐧 - I help entrepreneurs translate their ideas into business plans, pitch decks, and financial projections and present them to investors and banks. We work together to create documents based on hard facts and realistic assumptions, taking into consideration the market, business model, competitive analysis, and growth potential. I have created successful pitches for loan applications, funding proposals for venture capital funds, angel investors, and grant proposals. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐬 𝐚𝐧𝐝 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐒𝐭𝐚𝐫𝐭𝐮𝐩𝐬 𝐚𝐧𝐝 𝐄𝐬𝐭𝐚𝐛𝐥𝐢𝐬𝐡𝐞𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 - Financial modeling in Excel and Google Sheets, including complete 3-statement financial models with actual financial statements as a starting point or a planned capital structure. Extensive experience in corporate finance and accounting on one side and flexibility gained from building financial models from scratch for startups on the other. Proficiency in ratio analysis, budgeting, profitability analysis, cost analysis, break-even analysis, financial planning, cash flow analysis and projections, business valuation, and capitalization (cap) tables. I had a chance to develop financial models for a wide range of traditional businesses like brick-and-mortar stores, wholesale, service providers, e-commerce, etc., and for business models leveraged by IT companies like Software as a Service, Subscription model, Marketplace model, etc. 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐚𝐧𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 - Project finance for IT, residential, commercial real estate, and renewable energy (Mini-hydroelectric power plants, Photovoltaic (PV) solar power plants, Biomass cogeneration power plants, Wind farms). Complete ownership of the process, including oversight of Technical Due Diligence and Legal Due Diligence, and complete Financial Due Diligence, including financial modeling (Project IRR, Equity IRR, Weighted Average Cost of Capital – WACC, PLCR, LLCR). 𝐂𝐫𝐞𝐝𝐢𝐭 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐥𝐢𝐧𝐠 𝐚𝐧𝐝 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐨𝐧 - Client and vendor financial analysis and onboarding, creditworthiness assessment, approving credit limits, portfolio monitoring and credit risk management (proficiency in tools like Dun & Bradstreet Finance Analytics, Coface, Moody's, etc.), due account receivables management and collection, cash flow management, credit policy writing, collateral management, handling legal procedures, cooperation with collection agencies. I currently manage a portfolio of over 500 companies. 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 - Financial analysis and investment research, financial modeling, company valuation using Discounted Cash Flow (DCF), Comparable Company Analysis, and Earnings Multiplier, Investment Memorandum writing. 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 - Cost and revenue analysis, FP&A, capital budgeting, cash flow analysis and planning, and financial controlling for e-commerce companies, Amazon stores, and Saas businesses.
$100 hourly
Stefan K.
- 5.0
- (39 jobs)
London, ENGLAND
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

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.
$65 hourly
Salam N.
- 5.0
- (1 job)
Luxembourg, LU
Financial Management
Corporate Finance
Financial Reporting
Cash Flow Modeling
Financial Analysis
Data Entry
Business Plan
Accounting Software
Budget Management
Financial Projection

Hello there, I am a certified management accountant with integrated experience spanning over 11 years within the markets EMEA ,possessing remarkable knowledge and expertise comprising financial reporting, financial control, budgeting, ERP implementation and use, Compliance, Cash management and Taxation among other key pillars. - Dynamics 365 ,JDE ,Sage and Quickbooks expert - Business and Financial Planning - Investments funds reporting - Budgeting - Power BI and Excel Automation - Management Accounting - Setting proper Accounting and financial systems, reports and procedures -Help Small Businesses and Startups to reach their goals Past experience covers several industries namely Telecommunication, Real Estate, Retail, Construction, Trading, Mining, Media, and Food and Beverage and investments Funds
$40 hourly
Shahid I.
- 5.0
- (1 job)
Peshawar, FATA
Financial Management
SAP FI
Financial Modeling
Management Accounting
Financial Analysis
Job Costing
Financial Accounting
Budget Management
Financial Report

With over 17-years of Finance & accounting experience, I can help you manage your finances in a way that provides you with the best possible information to make business decisions. I have owned my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. Your job is to grow your company my job is to help you achieve your goals
$90 hourly
Ekaterine P.
- 5.0
- (29 jobs)
Tbilisi, T'BILISI
Financial Management
Business Writing
Accounting Principles & Practices
Microsoft Excel
Accounting
Financial Statement
Internal Control
Financial Modeling
Financial Projection
Forecasting
Budget Planning
Financial Report
Financial Analysis
Financial Planning
KPI Metric Development

Running a business means juggling financial tasks that are crucial but often overwhelming. Whether you're preparing for fundraising or looking to scale, having a finance expert on your team can transform how smoothly your business operates and how fast it grows. I help business owners like you create financial models for fundraising, optimize financial operations, and implement strong financial controls to keep your company on track. From financial reporting to forecasting and budgeting, my goal is simple: to give you clarity and confidence in your numbers, so you can focus on what you do best—growing your business. What sets me apart? I’m a Top Rated Plus freelancer on Upwork, placing me in the top 3% of performers. With a 100% Job Success Score and over 1,000 hours recorded as a controller and Fractional CFO, I’ve consistently delivered results that exceed expectations. Every client I’ve worked with has been fully satisfied, and I take pride in ensuring my clients achieve their goals. 🔍 Here’s how I can help your business: ✔️ Financial Modeling, including 3-Statement (P&L, Balance Sheet, and Cash Flow) Modeling ✔️ Sensitivity & Scenario Analysis ✔️ Financial Reporting ✔️ Forecasting & Budgeting ✔️ Financial Management & Control Implementation I’ve spent over 10 years in financial management, working with major institutions like: ✔️ Bank of Georgia – the largest bank in the country with a $400+ million turnover ✔️ BGEO Group – a leading investment holding, part of FTSE 250 ✔️ Deloitte – one of the Big 4 accounting firms 🔍 Credentials that give you confidence: ✅ Certified Financial Modeling & Valuation Analyst (FMVA)® ✅ CFA Level 3 Candidate ✅ MSc from the University of Manchester ✅ ACCA Here’s what you can expect: 1️⃣ We’ll start with a free, no-obligation Zoom call to make sure I’m the right fit for your project. 2️⃣ Once we agree on the scope, I’ll provide a clear cost estimate and timeline. 3️⃣ I’ll keep communication open throughout the project, ensuring revisions are made as needed to meet your exact needs. 4️⃣ I guarantee consistent, on-time delivery for every project. My priority is delivering financial clarity, stability, and growth for your business. I’m committed to providing the highest level of service and ensuring your financial operations are set up for success. 🔔 Ready to take your financial operations to the next level? Let’s start the conversation—invite me to your project today!
$90 hourly
Goran B.
- 4.6
- (72 jobs)
San Ramon, CA
Financial Management
Bill.com Accounts Payable
Xero
Cash Flow Statement
Odoo
Financial Statement
Management Consulting
Financial Modeling
Microsoft Excel
Balance Sheet
Bank Reconciliation
Intuit QuickBooks
Accounts Receivable

I am a financial industry professional and a freelancer with broad experience in Finance, Accounting, Audit, and Risk Management across multiple lines of business and geographies. In case you need a strategic support regarding Finance, a Controller for financial analysis or to develop wide range of models, an Accountant for the month-end close and to prepare financial statements, I have a fully fledged skill-set to address your needs. Looking forward to virtually meet you.
$40 hourly
Mohammad Mufeez H.
- 4.9
- (10 jobs)
Karachi, SINDH
Financial Management
Financial Analysis
Corporate Finance
Economics
Financial Statement
Research Papers
Management Accounting
Financial Accounting
Accounting
Microsoft Excel

Dear Client, I am a Professional Accounting and Financial Analyst with Certifications from Yale University and the University of Illinois. I have completed CA, CFA, and ACCA. I also have a degree in Accounting and Finance from the Institute of Business Administration. With comprehensive Financial education and practical exposure to the business world, I am experienced enough to perform any financial, economic, or accounting-based project. If you want any Accounting, Finance, and Economics based work completed professionally and with high quality, then you are at the right place! My area of expertise include: Creating Financial Statements (Balance Sheet | Income Statement | Statement of Cash Flow) Financial Analysis and Valuation Dividend Discount Model Micro Economics | Macro Economics | International Economics Capital Asset Pricing Model Corporate Finance Equity Research Stock Investment Portfolio Management Ratio Analysis Financial Accounting Managerial Accounting There will be no compromise on quality, accuracy, and effectiveness. You will surely enjoy the perfection in work done. Hope to work with you soon and deliver you with perfection. Thank You!
$50 hourly
Festus T.
- 5.0
- (1 job)
Lagos, LAGOS
Financial Management
Project Plans
Business Plan
Article
Infographic
Business Writing
Business Proposal Writing
Academic Research
Sales Writing
Topic Research
Pitch Deck
Business Plan Writing
Discounted Cash Flow
Startup Consulting
Mergers & Acquisitions
Ratio Analysis
Cash Flow Analysis
Company Valuation
Real Estate Financial Model
Financial Model
Project Finance
Due Diligence
Financial Analysis & Valuation
Financial Accounting

I am a Results-oriented AFM Charter-Holder with over five years experience in publicly traded and privately held enterprises wherein I have worked on several deals transactions from Target Company Valuation: Both Buy-Side Financial Due Diligence, Vendor Due Diligence & Vendor Assistance (Deal Advisory); Mergers & Acquisition, to fund-raising mandates. Furthermore, I have worked on Equity compensation valuation, Project Finance modelling and Business Due Diligence (Commercial Due Diligence, Operational Due Diligence). Also very experienced wherein I have provided Advisory services in Post-Deal Acquisition integration, planning and Strategy formulation. Here is a list of services I offer to both organizations and business owners: || Deep dive investment research || || Establish major corporate economic strategies || || Develop objectives, perform feasibility studies to explore new investment channels || || Perform risk analysis for investment opportunities || || create Financial models for organizational needs || || Analyze and evaluate business processes identifying areas of improvement with a verifiable track record of raising revenue and cutting cost. || I have specialisms in working with businesses of all sizes and stages and across many industries to work and their: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Business case writing and preparation - Business and research writing - Financial analysis/Valuation - Investor presentations - Real estate market research You can refer to my Portfolio to get a glimpse of my work. Looking forward to helping you Model your ideas into reality.
$100 hourly
Patrick F.
- 5.0
- (6 jobs)
Exton, PA
Financial Management
Copywriting
Financial Writing
Investment Strategy
Forex Trading
Investment Banking
Financial Planning
Investment Research
Finance & Accounting

Patrick has 10 years of experience working in asset management and investment banking. He has previously worked as an investment advisor, advising high net worth clients on their international investments, and also as a Mergers and Acquisitions analyst, advising middle market companies across a wide range of industries. Patrick is active in the startup ecosystem, having previously worked as the head of international business development for one of the leading crypto currency exchanges in Latin America. Patrick is a CFA charterholder and holds a degree in Finance from The Moore School of Business at The University of South Carolina. He speaks English, Portuguese, and Spanish.
$45 hourly
Abhishek G.
- 4.8
- (30 jobs)
Muzaffarnagar, UP
Financial Management
Financial Analysis
MQL 4
Algorithm Development
Inventory Management
Chartered Financial Analyst
Visual Basic for Applications
Financial Reporting
MetaTrader 4
MetaTrader 5
MetaTrader
Microsoft Excel

I am an Engineering graduate with a rare combination of Technical skills that includes Time Series Forecasting, Data Analysis with love for finances that includes Company Research, E-valuation of Stock Market etc . I am currently working as Full time Analyst at Tiipii Bed LLC. (UK based firm) I Have worked full time as "Algo Developer (Python & C++)" in an Advisory LLP that create strategies for Algo Trading in Options Derivatives as my last job. I Have worked part-time as a developer for a Canada based asset management and investment firm. I think I am a great match for the position of "Financial Analyst" as I have the Technical Knowledge of Technical tools with the Most Important Experience in working with HFT companies and low latency projects. I have cleared CFA level-2 exam and working on level 3 now. I Have completed the certification for the National Institute of Securities Markets Certification for the position of Research Analyst. I also have the ability to optimally trade in Futures and Options, create an optimal strategy to understand the fundamental factors that are influencing the prices of the commodities. I am delighted as this can be a perfect opportunity for me to showcase my skills and ability on the right platform.
$125 hourly
Kuber B.
- 5.0
- (53 jobs)
Sharjah, SH
Financial Management
Business Development
Investment Research
Private Equity
Mergers & Acquisitions
Corporate Finance
Investment Banking
Financial Modeling
Financial Analysis
Company Valuation

Book a meeting: calendly.com/kuberbindra/30min An experienced Investment Banking & VC professional, A qualified Chartered Accountant, CFA L1 and a graduate in Commerce. Have worked with various investment banks, consulting firms, private equity firms, venture capital firms, hedge funds and startup companies globally An investment banker with previous experience at Bank of America, Man Group (Hedge Fund), Pegase Capital and Blacksoil Capital in Europe, US and India. Demonstrated history in providing strategic and corporate finance services to the clients globally. Key skills and services include: Specialized in M&A, Venture Capital, Private Equity and Project Finance deals with top rated skills in Financial modeling, Pitch decks, Business Plans and Financial / data analysis, . A quick snapshot of services provided: - Pitch Deck / Investor Deck / Presentations - Startup consulting, pro-forma projections and materials - Forecasting and TWCF cashflow analysis - DCF/Valuation Models - Business plans and market research - Financial models for real estate projects - Financial models at a fund level and also at portfolio level - Financial models for Leveraged Buyouts and mergers - Review/auditing of financial models - Remote CFO I take pride in my work and I am only satisfied if you are as well. I build long term collaboration with my clients and help them in their necessary requirements.
$50 hourly
Rishabh L.
- 4.8
- (20 jobs)
Mumbai, MAHARASHTRA
Financial Management
Accounting Software
Forecasting
Financial Accounting
Financial Projection
Account Reconciliation
Accounts Payable
Business Analysis

"Happy to be your One Stop Shop for all Accounting, Financial Reporting, Business Analysis, Valuations, MIS Reports, Pitch Book, Investor deck requirements and much more........" Please read through my profile below to know me better and understand how best can I fit for your requirements. I am a Chartered Accountant from India (CPA Equivalent of USA) with almost 20 years of Industry experience in Financial Management, Financial Reporting and Accounting. I started my post qualification Career as an Analyst for the Asia Pacific Investment Banking line of Business for JP Morgan Chase and later worked with the likes of Deutsche Bank as Financial Analyst for their Private Banking Business in India and also with ICICI Prudential Asset Management Company as an Investment Analyst plus travelled to US for an Accounting process migration role from US in the capacity of Deputy Accounts Manager with IBM Global Process Private Limited. Over the years I have gained extensive conceptual knowledge about various concepts in Accounting & Financial Systems for management purposes. I have got comprehensive exposure in handling management reporting assignments. I am well versed with Financial Management Ratios and Analysis and preparing a wide variety of Financial Models in Excel. I have exposure in reporting for the Equity markets segment in a Fund House and preparing/presenting decks for the Investment Committee. I have gained extensive knowledge about various financial statements pertaining to different sectors including Balance Sheet, Trial Balance, Profit & Loss Account, Income Statement & Statement of Capital employed,Statement of changes in Equity, Schedule of Investments etc. I have exposure in evaluating and advising management on key investment decisions purely from financial perspective. In my last full time role, I served as a Senior Finance Manager with a NY based Ad Agency and digital marketing consulting firm. While in this role I delivered on a critical automation project working along side the Director of Analytics which enabled the agency to have real time view of media spends and was well appreciated to deliver the project in record less than half the time budgeted for the project. Apart from these I have been working with many Indian corporates on various automation projects, also served as a consulting Product manager with a Fintech startup and developed an automated goal based Financial Planning module. Well versed with Quickbooks Online (QBO), Zoho Books, Tally Prime Eidt log version, SAP/Oracle _ User level proficiency. By Qualification I am a Chartered Accountant, Certified Financial PLanner (CFP) and partially completed US CPA. Can share my detailed profile for your kind perusal, should you need more information kindly feel free to reach out.
$250 hourly
Felix A.
- 4.5
- (19 jobs)
Dallas, TX
Financial Management
Civil Law
Tax Law
Legal Writing
Finance & Accounting
Financial Modeling
C-Corporation
Enterprise Risk Management
Cryptocurrency
Financial Analysis
Amazon FBA
Business Analysis
CPA
Tax Law Compliance

Empowering Entrepreneurs with Proactive Financial Strategies Success in business requires more than just managing numbers—it demands a strategic vision, legal expertise, and an integrated financial approach. I specialize in accounting, fractional CFO services, estate and tax planning, and wealth management, helping entrepreneurs, small businesses, and high-net-worth individuals legally reduce tax burdens, optimize financial strategies, and build sustainable businesses. With deep expertise in tax law, business structuring, and strategic financial planning, I go beyond compliance to help clients maximize profitability and minimize risks through proactive financial strategy. Comprehensive Business & Wealth Solutions: 1. Advanced Accounting & Tax Planning Tax Optimization Strategies to legally minimize liabilities. Proactive Tax Planning to reduce future obligations. Business Tax Compliance ensuring federal and state adherence. IRS Audit Support to navigate tax disputes effectively. 2. Fractional CFO & Business Structuring Financial Strategy Development for growth and stability. Entity Selection & Structuring for tax efficiency. Corporate Governance to maintain legal compliance. 3. Wealth Management & Estate Planning High-Net-Worth Tax Strategies for wealth preservation. Estate & Succession Planning to protect legacies. Investment & Retirement Planning for long-term security. 4. Legal & Compliance Advisory Corporate & Tax Law Guidance for risk management. Litigation Support to protect business interests. Mergers & Acquisitions Strategies for seamless transitions. A Conservative, Strategic Approach to Tax Planning: I implement legally compliant tax strategies that optimize financial positions while ensuring full compliance with federal and state laws. From pass-through entity benefits to cost segregation and advanced deductions, I help clients maximize their financial opportunities. Aligning Business Strategy with Financial Success: A business’s long-term success depends on resource allocation, financial stability, and strategic growth. I ensure that financial decisions align with profitability, sustainability, and tax efficiency to eliminate unnecessary risks and maximize earnings. My Expertise & Qualifications: Ph.D. Candidate (Accounting & Finance) – ISM Paris Master of Liberal Arts (Finance) – Harvard University Executive Certificate in Management – MIT Juris Doctor (J.D.) – Western Michigan Cooley Law School MBA (Accounting) – NMHU BSc (Hons) Accounting & Economics – Buea University Licenses & Court Admittance: US Tax Court US Court of Appeals for the Federal Circuit Texas Southern District/Bankruptcy Court Professional Memberships: American Bar Association (ABA) American Institute of CPAs (AICPA) Dallas Bar Association International Bar Association Why Clients Trust My Expertise ✅ Holistic Approach: I integrate tax, legal, and financial strategy for comprehensive solutions. ✅ Proven Track Record: Over 15 years of experience helping businesses navigate complex financial landscapes. ✅ Customized Strategies: Tailored solutions aligned with individual goals and business objectives. ✅ Long-Term Vision: I help clients build sustainable financial strategies that ensure lasting success. Client Success Stories Example 1: Small Business Turnaround A business faced high tax liabilities and cash flow issues. Through strategic restructuring and tax optimization, I helped them reduce tax exposure by 84.9% and improve profitability. Example 2: High-Net-Worth Tax Strategy An entrepreneur faced substantial tax burdens due to poor investment structuring. I implemented advanced tax-efficient strategies, saving hundreds of thousands annually while securing assets. Let’s Work Together If you’re ready to take control of your financial future, I’m here to help. With a proven track record of saving clients at least 80% in tax savings and a commitment to delivering exceptional results, I make it easy for you to get the expertise you need without the hassle. Here’s what you can expect when you work with me: 1) Personalized Service: Tailored solutions designed to meet your unique needs. 2)Proven Results: A track record of saving clients millions in taxes and achieving financial success. 3) Peace of Mind: Confidence knowing your finances are in expert hands. Start Your Financial Transformation Today 📩 Let’s discuss your financial goals today! Contact me to schedule a consultation, and let’s build a customized strategy for your success.
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