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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Hire Financial Managers

Financial Managers you can meet on Upwork

$95 hourly
Zlatko A.
- 5.0
- (10 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
Most engagements start with a 10–14 day Stabilisation Sprint (fixed scope). I install clear ownership (roles/RACI), a KPI scorecard, and a weekly operating cadence so your remote team delivers, and it takes this off your plate. After the sprint, I can stay on 1 day/week (or 8–10h/week) to run the cadence (scorecard → priorities → follow-ups), keep reporting clean, and remove bottlenecks. ✅ What you get by Day 14 (live + adopted): • 1 KPI scorecard (owners, definitions, targets) • 1 weekly cadence (agenda + action log + follow-ups) • 1 lightweight roles/RACI map (handoffs + escalation) • 2–3 critical SOPs implemented for daily use Proof: • +9% net profit improvement (Keen Holdings) • Turnover growth €2M → €7M (Al Grosso) • ISO 9001/14001 + EOS-like cadence; saved 15h/week • Finance toolkit used by 10+ SMEs; ~€5K/month untracked spend removed • Additional credibility: Accepted into independent consultant networks (Catalant, BTG). Here’s what I offer: • KPI scorecards + reporting ownership (incl. Sales + Backend KPIs when needed) • Weekly operating cadence (scorecard review, priorities, accountability) • SOPs, process maps, and roles/RACI (handoffs + escalation) • Tooling oversight (Microsoft 365 / Asana / Slack / Google Sheets) - I define specs and QA delivery with your implementers Selected work: 1. Keen Holdings (UK) — Fractional COO +9% net profit improvement through process work and execution discipline. 2. Al Grosso — COO/CFO Helped grow annual turnover from €2M to €7M over two years. 3. ISO + SOP systems Set up ISO 9001/14001, SOPs, KPIs, and an EOS-like weekly cadence; saved 15 hours/week. Who I work with: • Founder-led teams that need clear ownership and predictable execution • Ops-heavy businesses where delivery or follow-through is messy • Teams that want simple cadence, real KPIs, and less micromanagement • Importers, distributors, and FMCG/product businesses that need sourcing-to-shelf control Secondary track (when relevant): For importers, distributors, and FMCG/product businesses, I can also set up the sourcing → QC → landed cost → logistics → inventory → retail-readiness process, so launches and replenishment stay predictable. When needed, I also support supplier screening, negotiation prep, and margin-risk controls. Message me on Upwork, and we’ll set a short call to confirm scope and the best first sprint.
$150 hourly
Yahaira B.
- 4.9
- (16 jobs)
Raleigh, NC
Financial Management
Budget Planning
Budget
Forecasting
Construction
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
CPA
Financial Analysis
Cash Flow 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.
$100 hourly
Ruth S.
- 5.0
- (19 jobs)
Sacramento, CA
Financial Management
Cost Accounting
Financial Reporting
Financial Analysis
Financial Statement
Financial Presentation
Real Estate Financial Modeling
Financial Accounting
Financial Audit
Over 9 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.

$95 hourly
Zlatko A.
- 5.0
- (10 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
Most engagements start with a 10–14 day Stabilisation Sprint (fixed scope). I install clear ownership (roles/RACI), a KPI scorecard, and a weekly operating cadence so your remote team delivers, and it takes this off your plate. After the sprint, I can stay on 1 day/week (or 8–10h/week) to run the cadence (scorecard → priorities → follow-ups), keep reporting clean, and remove bottlenecks. ✅ What you get by Day 14 (live + adopted): • 1 KPI scorecard (owners, definitions, targets) • 1 weekly cadence (agenda + action log + follow-ups) • 1 lightweight roles/RACI map (handoffs + escalation) • 2–3 critical SOPs implemented for daily use Proof: • +9% net profit improvement (Keen Holdings) • Turnover growth €2M → €7M (Al Grosso) • ISO 9001/14001 + EOS-like cadence; saved 15h/week • Finance toolkit used by 10+ SMEs; ~€5K/month untracked spend removed • Additional credibility: Accepted into independent consultant networks (Catalant, BTG). Here’s what I offer: • KPI scorecards + reporting ownership (incl. Sales + Backend KPIs when needed) • Weekly operating cadence (scorecard review, priorities, accountability) • SOPs, process maps, and roles/RACI (handoffs + escalation) • Tooling oversight (Microsoft 365 / Asana / Slack / Google Sheets) - I define specs and QA delivery with your implementers Selected work: 1. Keen Holdings (UK) — Fractional COO +9% net profit improvement through process work and execution discipline. 2. Al Grosso — COO/CFO Helped grow annual turnover from €2M to €7M over two years. 3. ISO + SOP systems Set up ISO 9001/14001, SOPs, KPIs, and an EOS-like weekly cadence; saved 15 hours/week. Who I work with: • Founder-led teams that need clear ownership and predictable execution • Ops-heavy businesses where delivery or follow-through is messy • Teams that want simple cadence, real KPIs, and less micromanagement • Importers, distributors, and FMCG/product businesses that need sourcing-to-shelf control Secondary track (when relevant): For importers, distributors, and FMCG/product businesses, I can also set up the sourcing → QC → landed cost → logistics → inventory → retail-readiness process, so launches and replenishment stay predictable. When needed, I also support supplier screening, negotiation prep, and margin-risk controls. Message me on Upwork, and we’ll set a short call to confirm scope and the best first sprint.
$150 hourly
Yahaira B.
- 4.9
- (16 jobs)
Raleigh, NC
Financial Management
Budget Planning
Budget
Forecasting
Construction
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
CPA
Financial Analysis
Cash Flow 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.
$100 hourly
Ruth S.
- 5.0
- (19 jobs)
Sacramento, CA
Financial Management
Cost Accounting
Financial Reporting
Financial Analysis
Financial Statement
Financial Presentation
Real Estate Financial Modeling
Financial Accounting
Financial Audit
Over 9 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.
$90 hourly
Syed Asad R.
- 5.0
- (36 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
- (16 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. *Please do not contact me for surveys.*
$150 hourly
Sergio Eduardo Nazareno D.
- 5.0
- (17 jobs)
Vaughan, ON
Financial Management
Bookkeeping
Financial Projection
Business Analysis
Microsoft Excel
Business Plan
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
🏆𝐖𝐢𝐭𝐡 𝟏𝟓+ 𝐲𝐞𝐚𝐫𝐬 𝐚𝐬 𝐚 𝐂𝐏𝐀 𝐚𝐧𝐝 𝐚 𝐓𝐨𝐩 𝟑% 𝐔𝐩𝐰𝐨𝐫𝐤 𝐞𝐱𝐩𝐞𝐫𝐭, 𝐈 𝐡𝐚𝐯𝐞 𝐡𝐞𝐥𝐩𝐞𝐝 𝐔𝐒 𝐚𝐧𝐝 𝐂𝐚𝐧𝐚𝐝𝐢𝐚𝐧 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐬𝐜𝐚𝐥𝐞 𝐚𝐧𝐝 𝐫𝐚𝐢𝐬𝐞 𝐨𝐯𝐞𝐫 $𝟐𝟎𝐌𝐌 𝐢𝐧 𝐟𝐮𝐧𝐝𝐢𝐧𝐠. 👋I’m Sergio, a 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 serving 𝗦𝗮𝗮𝗦 & 𝗲𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 who need more than a bookkeeper; they need someone who builds the financial infrastructure that supports real decisions, fundraising, and scale. I use AI and automation tools to deliver faster, more accurate financial infrastructure than a traditional CFO — at a fraction of the cost. 👋 What I actually do I don’t just report numbers — I build the financial infrastructure that helps founders make better decisions, raise capital, and scale with confidence. My clients hire me when they need: Clean books and a month-end close they can trust SaaS metrics that actually explain what’s driving the business A financial model that survives investor scrutiny A CFO brain without the full-time CFO cost 🏗 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻 — 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 & 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 I set up and manage your accounting — QuickBooks, bank/credit card reconciliation, payables, receivables, payroll, and month-end close. You get clean, GAAP-compliant books every month without chasing. Proof: 5-star QBO cleanup in under 20 days. Client said I “went above the scope.” 📊 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗿 — 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 & 𝗞𝗣𝗜𝘀 I turn your numbers into clear insights. For SaaS: MRR, ARR, churn, growth. For eCommerce: profit margins, CAC, LTV, and simple dashboards in Google Sheets. You stop guessing and start making data-based decisions. 🚀 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 — 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 & 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 Supported $7MM+ in fundraising with investor-ready models, data rooms, and due diligence. One deal had zero ARR adjustment post-acquisition. For ecommerce: media buyer P&L systems, cash flow models, and CAC/LTV frameworks driving ad spend decisions. 🤖 𝗔𝗜 & 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 I automate reporting, reconciliation, and financial workflows using tools like Zapier, APIs, and AI dashboards, saving hours of manual work and reducing errors while giving you real-time financial visibility. Forward-looking support includes: 3-statement financial models DCF and comparable company valuation Investor pitch deck financials Budget vs actual tracking Cash flow forecasting and scenario planning Pricing and tier strategy for subscription businesses 📊𝗧𝗼𝗼𝗹𝘀 & 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗦𝗸𝗶𝗹𝗹 • Financial Models (3-Statement, Forecasting) • Microsoft Excel (Advanced) • Systems Integration • Accounting Software • Zapier • Make (Integromat) • APIs • QuickBooks Online • Xero • Google Sheets • Custom AI dashboards ⚡ Specialties in SaaS Subscription revenue recognition — Deferred revenue and ASC 606 — MRR/ARR/NRR infrastructure — Stripe reconciliation — SaaS metrics from scratch — Venture debt and equity fundraising support ⚡ Specialties in Ecommerce Shopify and A2X reconciliation — COGS by SKU — Contribution margin modeling — CAC and LTV analysis — Real-time performance tracking — Multi-currency and cross-border accounting — Amazon and multi-channel bookkeeping ⚡ Specialties in Small Business QBO setup and cleanup — Chart of accounts design — Multi-entity bookkeeping — Partner splits and JV settlements — CPA coordination and tax-ready close — Canadian GST/HST compliance — US multi-state bookkeeping 💬 What clients say “Best accountant I’ve worked with, hands down. Extremely reliable and detail-oriented.” “Went above the scope.” “Fast, professional, and delivered great results. Highly recommended.” 𝐈 𝐜𝐨𝐦𝐦𝐨𝐧𝐥𝐲 𝐬𝐞𝐫𝐯𝐞 𝐢𝐧: Fractional CFO, CFO Level, Financial Reporting, Cash Flow Statement, Financial Analysis, Intuit QuickBooks, SaaS Finance & Bookkeeping, SaaS Bookkeeping, SaaS, Startup Company, Financial Reporting, Accounting Fundraising, Recurring Revenue Businesses, Recurring Revenue, Senior Accountant, QBO, Account Reconciliation, Business Plan, Microsoft Excel, Financial Modeling, Company Valuation, Bookkeeping, ecommerce business's financial records, ecommerce business's financial, Intuit QuickBooks, Financial Accounting, Bookkeeping, Accounting, Account Reconciliations, Bookkeeping, Accounting Basics, Bank Reconciliation, Cash Flow Statement, Balance Sheet, Cashflow Analysis Specialist, Cashflow Analysis, Microsoft Excel, Bank Reconciliation, Balance Sheet, Intuit QuickBooks, Payroll Accounting, Business Financial Due, Financial Report, Business Valuation, Business Analysis, Xero, Quickbooks Bookkeeper, CPA, General Ledger, Accounts Payable Management, Accounts Receivable, Financial Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Analysis, Financial Analysis, Market Research, Bookkeeping, Bank Reconciliation, Accounts Payable, Microsoft Excel, Financial reporting and analysis, Balance sheet reconciliations Let’s talk.
$125 hourly
Calvin C.
- 4.9
- (67 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 15 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
$33 hourly
Vikas K.
- 4.9
- (38 jobs)
Mumbai, MH
Financial Management
Finance
Cash Flow Statement
Bookkeeping
Financial Planning
Financial Analysis
Accounts Receivable
Microsoft Excel
Financial Accounting
Financial Projection
Cash Flow Analysis
**Top-Rated Finance and Accounting Expert** Are you looking for a finance and accounting expert to elevate your business to new heights? Look no further! I am Vikas, a co-founder of the esteemed Chartered Accountant firm "M A K V & Associates" with a proven track record of success. As a Top-Rated Freelancer, I bring over 8 years of extensive experience in various roles within the Accounting and Finance domains. **Areas of Expertise:** With an impressive portfolio of skills, I specialize in serving as a Virtual /Interim /Part-time CFO, Financial Controller, Financial Modeller, and Senior Accountant. Over the years, I have collaborated with 12+ diverse industries and assisted 60+ businesses in achieving their financial goals. **Industries Specialization:** My expertise spans across an array of industries, including Real Estate, E-commerce, SaaS, Fintech, Retail, Consumer Products, Manufacturing, and edtech. This diverse experience has granted me unique insights into the intricacies of each sector, enabling me to provide tailored financial solutions. **Certifications and Skills:** As a QBO and Xero Certified Accountant, I am well-versed in the latest accounting technologies and best practices. My proficiency extends to a wide range of services, including but not limited to: - Day-to-Day Accounting and Bookkeeping - Standard Operating Process Development - Setting up Internal Controls and MIS - Financial Analysis & Ratio Analysis - Accounting Oversight - Financial Planning & Reporting - Financial Modelling & Analysis - Handling Statutory Audit & Tax Compliance - Cost-Benefit Analysis - Tax Planning - Company Valuation **Excellence in Auditing and Education:** I am also a trusted Statutory and tax auditor for 70+ businesses in India, ensuring compliance and precision in financial reporting. Beyond this, I actively contribute to the professional community by delivering guest lectures on Accounting & Finance at esteemed forums. **Client-Centric Approach:** My commitment to excellence doesn't end with my skillset. I believe in fostering transparent and open communication with my clients throughout the project's lifecycle. This ensures that the results are precisely aligned with your specific requirements. I pride myself on acknowledging your needs promptly and providing dedicated support to help you achieve definitive outcomes for your business. Don't let financial complexities hold your business back! With my expertise and dedication, I am here to empower your organization's financial success. Let's collaborate and make your vision a reality. Contact me today to discuss how I can add value to your business and take it to new heights.
$70 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.
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