Financial Manager job description template

Over 6 years working as an external auditor for the State. Have analytical, problem-solving, diagnostic, researching, and project management skills. Write audit reports. Have a Bachelor in Accounting and MBA in Finance. 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.

An experienced accountant that is proficient in QuickBooks, Excel and other apps and software. Have 10+ years of experience in an accounting manager role leading a team to manage small business needs and their finances. Providing quality service with a no BS approach. Honest and dependable. Maintains integrity and professionalism but able to speak and translate accounting to any nonaccounting person.

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.

I offer 5+ years of progressive experience leading financial oversight and financial and management accounting responsibilities for reputable companies. From managing comprehensive accounting tasks and analyzing financials and budgets to implementing procedural improvements and producing detailed financial reports, I excel in performing and overseeing a full range of financial duties. I have demonstrated success in advising corporate executives and stakeholders on business / financial impacts—along with my expertise in improving and updating internal controls and processes. Some of my key career highlights are: Performed all general accounting functions for assigned entities such as all general journal entities, monthly accruals, and maintenance of accurate financial records. Partnered with management and other internal stakeholders to provide financial recommendations and develop reports to drive the business; Led the financial planning, reporting and forecasting processes. Enabled leadership to make better risk vs. reward decisions by sharing risk insights and driving consideration of the same into the strategic planning process. Manage ongoing and budgeting and forecasting and together with our accounting team, ensure we are on target against our budget provide insight and actionable recommendations of any deviation. Liaised with various operating divisions, as required, to ensure timely and consistent financial reporting for both the consolidated financial statements and legal entity financial statements. Managed ongoing budgeting and forecasting and together with the accounting team, ensured target against budget and provided insight and actionable recommendations. Performed regular audits between project management and accounting systems to ensure data integrity, and substantiate financial transactions by auditing documents. Managed and developed an efficient and dynamic team of audit professionals to execute the internal audit plan and related activities; coordinated internal audit activities with the external auditors and regulatory authorities. Directed comprehensive audit activities, and a significant portion of the audit annual plan, in accordance with standards, policies and regulations.

I have a Master's of Electrical & Computer Engineering and have been actively creating advanced excel spreadsheets to make life more efficient for nearly a decade. I can help make any task, project, or process you are working on much more efficient and easy to manage, giving you back time to do the things that are important to you.

Introduction: - I am a licensed CPA and CMA in California with 8 years of professional experience. Throughout my professional career, I have developed extensive accounting skills from working as a corporate accountant 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 Rate: $75 is hourly rate for bookkeeping. We charge tax service on fixed rate. To verify my license: State: CA License Number: 134770

A focused person with a Master's in Accounting and Finance, Been working in different companies and with people, It's been 9 years dealing with all kinds of Financial Services, Worked on Quickbooks, Xero, and Wave App,  with the UK, USA, and Australian clients of Inspection Companies, Telecom Companies, IT services, Property Managing, Construction Company & Rental Properties on Guesty app for a reservation to listing, Invoicing and reporting the financials. on the wide range and currently converting the data and implementation of Zoho Books for them. All financial statements analysis of US & AUS Inspection Clients & IT Service Providers. Worked on Pakistani Income & Sales Tax filing and deduction. Keen interest in financial statements, Audit, taxation, software, and learning the new pattern and platforms of working on financial data. Zoho Books, Guesty App, ADP Payroll, Venmo App, Cash App. Excel expert and have a keen knowledge of Google Studio as well.

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! ☺

(Total hours worked only shows hourly contracts, not hours dedicated in projects) Business growth and strategy consultant, CFO, and financial modelling 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. FRACTIONAL CFO: Strategically and operationally experienced CFO. As a fractional CFO I can assist you in linking strategy with operations and 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: I have a bachelor's degree in Business Administration from Loyola University, New Orleans, I am 100% bilingual in English and Spanish, and I have worked remotely with US firms from abroad, having the necessary skills for the jobs in Upwork. I have 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. Thank you.

I am a self-driven professional with 10+ years of experience in grant writing, monitoring & evaluation, program design, management and data analysis for domestic and international humanitarian and emergency settings. I am successful collaborator, facilitator and manager with a passion for data-driven systems that promote innovation across teams. I'm passionate about building data dashboards to monitor strategic initiatives. I've managed projects in Latin America, the Caribbean and sub-Saharan Africa, and am in search of new opportunities to simultaneously hone my skills and contribute to companies tackling complex health issues.

You surely welcome a professional tax accountant with over ten years of professional experience in the financial industry. Also been extensively involved in accounting procedures and tax matters of various clients, which has allowed me to develop strong professional skills. My involvement in various jobs, including: • Bookkeeping • Payroll processing • Financial Statements preparations • Income tax returns for individual persons (1040) • Partnership firms (1065) • Corporations (1120-C) • Sub-Chapter Corporations (1120-S) Also having expertise in renowned software like: • Quick books Desktop (Accounting Software) • Quick books Online (Accounting Software) • Xero (Accounting Software) • Gusto (Payroll Software) • ADP (Payroll Portal) • Lacerte (Income Tax Return Software) • Drake (Income Tax Return Software) • Turbo Tax (Income Tax Return Software) Currently associated as a Senior Manager Accounts & Taxation with a well known CPA Firm based in Houston TX. Supervise taxation and bookkeeping teams, preparing financial statements of the clients for Income Tax (1065, 1120-C, 1120-S & 1040). Preparing weekly/bi-weekly/semi-monthly/monthly payroll for the client employees using various softwares(Quickbooks, ADP, Gusto), payments of payroll liabilities to federal and states and timely filing of payroll related documents(Form 941, Form 944, Form 940, TWC etc) including sales tax filing and payments. Also dealing with various IRS matters. I am also honored to serve as an accounting software teacher in a reputed business school, Tax consultant with one more CPA Firm based in Memphis TN, Chief Financial Operations in a Security stationery printers, Manager Finance in a reputable Shipping company based in South Asia, trained with a CPA firm based in Chicago IL. My educational degrees/certifications list are mentioned below: • Member of AICPA (American institute of certified public accountants) • Chartered Management Accountant • Certified Business Accountant • Master in Business Administrations (MBA Finance) • Bachelors in Commerce (Graduation in commerce) These experiences have also given me strong time management, communication and organizational skills, which are all vital to providing strong customer service, communicating and dealing with Internal revenue services (IRS) relating to various notices and tax matters. Looking forward for your response, Have a nice day and stay safe. Regards, Haris Mujtaba

I leverage 10-year experience in banking and IT to help business owners develop business plans, pitch decks, and financial models for investors and banks. With a background across different industries and strong proficiency in financial management, financial modeling, risk analysis, market analysis, and marketing, I work closely with startups and small businesses to translate their ideas into realistic fundraising documents and loan proposals. My relevant experience includes: • Underwriting - 6 years in a German bank focusing on SME financing. I have worked on more than 200 loan proposals - both reviewing and approving loans. My day-to-day included complex financial analysis, modeling, and projections for long-term investment loans (equipment financing, mortgage loans, renewable energy project finance, and real estate projects). • Credit Controlling – 4 years working on project feasibility studies for one the largest IT solutions distributor globally, and managing the credit risk of a portfolio counting more than 400 companies of different sizes in the SEE region. • Freelancing - 2 years on Upwork, Top rated status, 30+ projects, 200+ hours billed. I had a chance to work with startups and small businesses on loan applications and funding proposals for banks, private investors, and venture capital funds. I also freelance for companies as a fractional CFO, credit analyst, and relationship manager with their lenders. For further reference, please see the comments of my clients. I only take on projects I am certain to excel.

I am ACCA qualified (CPA equivalent) finance professional with extensive experience in financial management, analysis, planning and modelling. I have spent the last decade working in London, UK and assisting companies across the globe with their financial management needs. I have set up financials for startups, worked in medium size companies as well as large multinationals. I have worked across various industries and sectors - Fashion, Technology, eCommerce, Hospitality, Financial Services. Do not hesitate to get in touch to discuss your requirements in more detail What I can do for you: 1. Create a financial model to be presented to private investors and VCs 2. Prepare your business for fundraising 3. Lead your company's financial planning and analysis, cash flow & Inventory forecasting, break even and profitability analysis 4. Create/improve monthly reporting packs 5. Clean your company accounts 6. Structure, scale and lead your finance team 7. Take care of your company financial management needs and scale your operations. Get in touch so we can discuss your needs.

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.

I specialize in helping businesses build the operating framework that drives growth. Partnering with company leaders to analyze their businesses and create strategic and tactical plans that reduce expenses, improve cashflow and optimize profitability. Working with staff and management, I analyze financial performance, create models and KPIs, dashboards, and forecasts to plan cashflow and revenue. Leveraging 20 years in Finance and Strategic Financial Planning and Analysis at top tier companies, I bring a deep knowledge base to help implement best practices and innovation. Experienced in all facets of financial management, accounting, planning, analysis and reporting at organizations in diverse industries including Consumer Products, Business Machines, Financial Services, Franchising and Professional Services. Specialties: Business Process Transformation Strategic Planning Cash Management Treasury Management Risk Management Project Management Systems Implementations Business Analysis Problem Solving Budgeting Forecasting Negotiations Organizational Development M&A Merger Integration Talent Development

Certified Public Accountant (CPA) - PROPERTY MANAGEMENT Highly efficient accounting expert with over 11 years of experience specializing in Real Estate and Property Management Accounting Services. I can offer your business an array of skills including tax return preparation and filings, budgetary planning, CAM reconciliations, cash flow forecasting, financial analysis, cost saving strategies, process improvements, accounting and reporting. I have proven results delivering quantifiable profitability through cost controls and analytical reasoning. I have a track record of exceeding all goals and deadlines in fast-paced environments. • Tax Return Preparation • P & L Management • Financial Planning & Analysis • Cash Flow Analysis • GAAP • Balance Sheet • Account Reconciliations • Technical Accounting

CFO with international commercial experience, a background in strategic business planning, and mergers and acquisitions. Many years' track record in advising large and small companies. Core skills: - Commercial business partner to management - Business planning and strategy - Advanced financial modeling and valuation - Investor decks and presentations - KPIs and analytical review - CFO toolbox, including accounting and reporting - Finance operations and process knowledge - Buying and selling companies and negotiating commercial agreements Successful track record in: - driving businesses outperformance - delivering business plans with a compelling narrative - raising finance, both debt and equity - cost-saving and operational improvement plans - optimizing finance operations and processes - acquisitions, business sales, and restructuring

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.

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.

I love helping organisations make better decisions - through showing them how to understand their financial information and better use it. And by helping them connect financial information to their strategy and goals. I have both been a consultant as well as the client - and I've got the day to day experience of running finance teams and implementing changes to improve my organisations. In summary, I am a seasoned CFO and chartered accountant. As a CFO, I guided a loss-making SME to profit-making within the first year. My Big 4 experience includes dozens of M&A transactions, including buy-side, sell-side, and IPOs. I use my diverse and complementary range of skills, including financial modeling, financial reporting, financial management, and M&A, to help my clients make strategic decisions and achieve their goals. My areas of expertise include: * Improving / establishing financial reporting. My successes have included: ** cutting over 50% out of a Board pack whilst making the information more useful and timely ** setting up automated financial reporting for managers and an owner for the first time ** helping a founder determine what information they needed to run their business * Financial systems / processes - automating strong processes and controls is dollar for dollar one of the best investments an organisation can make. I've installed processes / controls that have caught numerous frauds. And by automating systems in one organisation, I was able to reduce reporting times and errors, as well as reducing the head office finance team by 40%. * Budgets and forecasts - a robust budgeting and forecasting process can help organisations stay on track. I've helped organisations introduce budget processes that engender buy-in from the managers tasked with delivering budgets, and provide the information required for ongoing monitoring. * Cash management - running out of cash is the most common reason I have seen for companies going out of business. Cash is King and regular monitoring is key. I recently helped a small business identify that they were about to run out of cash, and put a monitoring system in place to prevent this being a surprise in the future. * Audits - navigating audits involves meticulous planning and good communication. My CFO role with an NGO involved audits from both our own external auditors as well as from donors like Unicef. I had 15+ audits to navigate in 5 years. All received a clean bill of health. I also reduced the time it took to complete our external audit from 15 months to 2 months during my time at the organisation. * Financial analysis / excel modelling - organisations often have to analyse financial problems to work out the best course of action for them. I recently built an excel model for a school to allow them to consider various pricing mechanisms to determine which option would maximise their financial position whilst being acceptable to parents. The model allowed them to analyse dozens of scenarios in minutes. * Mentoring - helping non finance people understand finance is a passion. A recent moment of pride was when a small business founder told me that her monthly finance meeting was now her favourite! I'm also an experienced financial / excel modeller and financial due diligence practitioner. I spent 7 years with KPMG working on a variety of transactions including IPOs, corporate acquisitions and disposals, and refinancings. Clients included banks, corporates, private equity, and public sector across a variety of industry sectors. Some other important stuff: * Over 10 years of experience managing international finance teams - including 5 years as CFO of an American NGO based in Africa, and 5 years of experience managing the head office and country finance teams for a company listed on the London Stock Exchange * Big 4 experience - over a decade working for KPMG in M&A and audit * Experience of working in the USA, the UK and Africa, as well as shorter term assignments in several other countries * Chartered Accountant (CA) with Scottish Institute of Chartered Accountants (ICAS) * Toptal talent

For a flat fee per year, I offer exceptional accounting, fractional CFO , estate , tax planning and wealth management services. I have a conservative approach towards legally adopting strategies to save entrepreneurs from high tax bills. I also help small businesses and high net worth individuals in setting up and defining their business strategy so that they can establish and maintain long term competitive advantage. Strategy is about how resources should be allocated to accomplish the mission in the context of the value network; and vision and incentives is about why people in the organization should feel motivated to perform at a high level. These have to be tied to the overall accounting function. I fully understand the financial and wealth management ecosystem. I have been able to work with small businesses and entrepreneurs for over 15 years backed by a BSc and MBA in Accounting, a Masters Degree in Finance from Harvard University , a law degree from Michigan, passed the Texas bar, CPA and an executive certificate holder in strategic management from MIT. I am currently a PHD candidate specializing in accounting and finance.

Qualified Accountant and Financial Advisor with Swiss and international experience. Candidate of the Association of Chartered Certified Accountants, UK - Financial Planning, budgets and forecasts. - Accounting, Statutory Reporting and VAT Returns in Switzerland. - Bexio, Xero, Odoo, Quickbooks, WinBooks etc - You can reach me in English, Italian or French.

As a UK Chartered Accountant and experienced Financial Director I am ideally placed to write relevant and well-researched articles, blogs and white papers on any aspect of business finance. I have many years of experience in team and business management and run a financial training company that upgrades skills across a variety of areas from basic financial accounting to management, to board presentations. Typically I write for professional service organisations that need work that has the gravitas that their clients expect and my client list includes software companies, accountancy practices, recruiters, vetting companies, fintechs, translators, and many many more. My clients tell me that they value the fact that my work is; * Always delivered on time * Doesn't need editing * 100% original * Highly professional and engaging I prefer to work in one of two ways; Collaboratively - we work together to produce the output that you need Fire and forget - you give me the brief and then sit back and I deliver. Contact me now and let's have a chat about what you need