Financial Manager job description template

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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. 

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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Hire Financial Managers

Financial Managers you can meet on Upwork

Matt F.
$75/hr
Matt F.

Financial Manager

5.0/5(6 jobs)
Provo, UT
  • Trophy Icon Financial Management
  • Accounting
  • Financial Analysis
  • Microsoft Excel
  • Financial Modeling
  • Corporate Finance
  • Financial Services
  • Finance
  • Financial Report
  • Forecasting

Hi! Thanks for looking at my profile - I have the finance skills to be a solution to your problem, improve your business, relieve your stress & let you focus on what you do best. How do I know that I can help? 16+ years experience (finance @ Walmart headquarter, bank CFO & owned an ecommerce business). I have all the other boxes on my resume checked on my resume too; accounting degree, MBA, CPA license, QuickBooks Online ProAdvisor & Excel ninja. Recent Upwork Feedback: "Quick, fast, accurate and knowledgeable. Matt was great to work with! Great communication. Thanks Matt!"

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Zlatko A.
$70/hr
Zlatko A.

Financial Manager

4.6/5(7 jobs)
Belgrade, CENTRAL SERBIA
  • Trophy Icon Financial Management
  • Business Consulting
  • Startup Consulting
  • Financial Modeling
  • Financial Analysis
  • Financial Plans
  • Financial Presentation
  • Financial Report
  • Microsoft Excel
  • Microsoft Access
  • Interpersonal Skills
  • Operations Management
  • Management Consulting

✅📈 ❶ Business & Finance Adviser, BSc(Econ) ❷ 20+ years of experience ❸ Deliver insights, opportunities and support in strategic decision making ❹ Curious listener, fast and creative ❺ Operations and Finance Management Executive in Start-ups and international multi-million € companies, in diverse industries including construction, IT, retail/wholesale distribution and manufacturing ❻ Supported by strength in trade, marketing, procurement, IT, legal, and administration. ✅ Capable of blending big-picture viewpoints with tactical operations to achieve growth. At Al Grosso, helped raise yearly turnover from 2.5M € to 6.5M € As a summary of my skills and expertise, I have made: ✔ Key Essentials for Business and Financial Management in SMEs, start-ups, and established small and medium size companies. You can see it through the table of contents 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 • Business & Financial & Accounting Management • Controllership & Decision Support • Business Planning & Analysis • Growth Strategy Development • Performance Measurement • Operational Efficiencies • Financial Analysis & Reporting • Resource Management Education & Training • B.Sc. Econ., Belgrade University, Faculty of Economics • Training: Culture and Philosophy for Success (2018) • Training: Road to Success (2016) Certificates • Certificate of Financial Analysis (2017) • Certificate for an Independent Accountant (2015) • Institute for Foreign Languages, Belgrade, Certificate in Advanced English

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Yahaira B.
$125/hr
Yahaira B.

Financial Manager

4.5/5(15 jobs)
Raleigh, NC
  • Trophy Icon Financial Management
  • CPA
  • Corporate Finance
  • Accounting
  • Nonprofit Organization
  • Corporate Tax
  • GAAP
  • Financial Reporting
  • Financial Analysis
  • 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. Contact me for a free consultation.

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Vasilii I.
$49/hr
Vasilii I.

Financial Manager

5.0/5(47 jobs)
Petropavl, SEV
  • Trophy Icon Financial Management
  • Project Accounting
  • Business Coaching
  • Business Management
  • Business Consulting
  • Business Plan
  • Business Development
  • Light Project Management
  • Staffing Needs
  • Google Suite
  • Six Sigma
  • Operations Management
  • Project Management
  • Agile Project Management
  • Project Management Professional

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

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Ruth Y.
$50/hr
Ruth Y.

Financial Manager

5.0/5(4 jobs)
Sacramento, CA
  • Trophy Icon Financial Management
  • Cost Accounting
  • Financial Reporting
  • Financial Analysis
  • Financial Accounting
  • Financial Forecasting
  • Financial Presentation
  • Financial Statement
  • Real Estate Financial Modeling
  • Financial Audit

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.

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Seth B.
$50/hr
Seth B.

Financial Manager

5.0/5(1 job)
San Diego, CA
  • Trophy Icon Financial Management
  • Expense Reporting
  • Salesforce CRM
  • Accounting Software
  • Accounting Advisory
  • Financial Reporting
  • Account Reconciliation
  • Bank Reconciliation
  • Accounting
  • Accounting Principles & Practices
  • Intuit QuickBooks
  • Accounting
  • Payroll Accounting
  • Management Accounting
  • Bookkeeping

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.

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Jennifer L.
$200/hr
Jennifer L.

Financial Manager

5.0/5(14 jobs)
Los Angeles, CA
  • Trophy Icon Financial Management
  • Financial Analysis
  • Financial Modeling
  • Financial Reporting
  • Financial Forecasting
  • Financial Presentation
  • Corporate Finance
  • Chartered Financial Analyst
  • Mergers & Acquisitions
  • Due Diligence

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.

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Waleed T.
$40/hr
Waleed T.

Financial Manager

5.0/5(6 jobs)
Islamabad, IS
  • Trophy Icon Financial Management
  • Financial Analysis
  • Financial Accounting
  • Management Accounting
  • Management Consulting
  • Financial Reporting
  • Business Plan
  • Business Writing
  • Article Writing
  • Business Presentation
  • Business Analysis
  • Business Report
  • Financial Projection
  • Researcher
  • Investor Overview

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.

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Logan W.
$38/hr
Logan W.

Financial Manager

5.0/5(24 jobs)
Cleveland, OH
  • Trophy Icon Financial Management
  • Microsoft Excel
  • Financial Planning
  • Financial Analysis
  • Financial Reporting

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.

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Calvin C.
$85/hr
Calvin C.

Financial Manager

4.9/5(56 jobs)
Milpitas, CA
  • Trophy Icon Financial Management
  • CPA
  • Bank Reconciliation
  • Cost Control
  • Revenue Management
  • Cash Flow Modeling
  • Property Tax
  • Tax Preparation
  • Asset Management
  • Financial Statement

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

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Syeda Masooma A.
$35/hr
Syeda Masooma A.

Financial Manager

5.0/5(4 jobs)
Hyderabad, SINDH
  • Trophy Icon Financial Management
  • Zoho Books
  • QuickBooks Online
  • Cost Accounting
  • Account Reconciliation
  • Cash Flow Analysis
  • Accounting
  • Financial Analysis
  • Data Entry
  • Payroll Accounting
  • Bookkeeping
  • Bank Reconciliation
  • Income Statement
  • General Ledger
  • Xero

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.

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Cherisa W.
$40/hr
Cherisa W.

Financial Manager

5.0/5(7 jobs)
Durham, NC
  • Trophy Icon Financial Management
  • Human Resource Management
  • Administrative Support
  • Customer Support
  • Microsoft Office
  • Virtual Assistant
  • Program Management
  • Budget Plan
  • HR Policies
  • Human Resources Consulting

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! ☺

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Andres B.
$80/hr
Andres B.

Financial Manager

4.9/5(20 jobs)
Biscayne Park, FL
  • Trophy Icon Financial Management
  • Financial Planning
  • Financial Forecasting
  • Business Cases
  • Business Plan
  • Financial Modeling
  • Cash Flow Modeling
  • Business Management
  • Process Design
  • Marketing Data Analytics
  • Financial Projection
  • Business Consulting
  • Startup Consulting

(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.

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Brittani R.
$70/hr
Brittani R.

Financial Manager

5.0/5(14 jobs)
Ellenwood, GA
  • Trophy Icon Financial Management
  • Data Management
  • Program Evaluation
  • Grant Writing
  • Data Analysis
  • Qualitative Research
  • Project Management
  • Budget Proposal

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.

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Haris M.
$50/hr
Haris M.

Financial Manager

4.6/5(27 jobs)
Karachi, SINDH
  • Trophy Icon Financial Management
  • Financial Statement
  • US Taxation
  • Corporate Tax
  • Management Accounting
  • Sales Tax
  • Indirect Tax
  • Payroll Accounting
  • CPA
  • Google Sheets
  • Cost Analysis
  • Bookkeeping
  • Tax Preparation
  • Tax Return
  • Financial Accounting

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

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Vladimir J.
$40/hr
Vladimir J.

Financial Manager

5.0/5(32 jobs)
Belgrade, CENTRAL SERBIA
  • Trophy Icon Financial Management
  • Business Plan
  • Financial Projection
  • Feasibility Study
  • Company Valuation
  • Underwriting
  • Industry Knowledge
  • Financial Modeling
  • Pitchbook
  • Investment Research
  • Financial Analysis
  • Investment Preparation
  • Management Consulting

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.

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Stefan K.
$100/hr
Stefan K.

Financial Manager

4.9/5(27 jobs)
London, ENGLAND
  • Trophy Icon Financial Management
  • Financial Planning
  • Google Sheets
  • Management Accounting
  • Financial Analysis
  • Business Modeling
  • Business Strategy
  • Financial Reporting
  • Financial Plan
  • International Financial Reporting Standards
  • Financial Analysis & Valuation
  • Financial Modeling
  • Microsoft Excel
  • Cash Flow Analysis
  • Month-End Close Assistance

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.

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Goran B.
$100/hr
Goran B.

Financial Manager

5.0/5(67 jobs)
San Ramon, CA
  • Trophy Icon Financial Management
  • Financial Modeling
  • Accounting
  • Financial Statement
  • Management Consulting
  • Quickbooks
  • Accounts Receivable
  • Budget Plan
  • Cash Flow Statement
  • Bank Reconciliation
  • Balance Sheet
  • Microsoft Excel
  • Bill.com Accounts Payable
  • Xero
  • Odoo

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.

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Andrew F.
$140/hr
Andrew F.

Financial Manager

5.0/5(3 jobs)
Huntington, NY
  • Trophy Icon Financial Management
  • Budget Plan
  • Management Accounting
  • Strategy & Planning
  • Analysis
  • Project Management
  • Mergers & Acquisitions
  • Treasury Management
  • Business Transformation
  • Financial Modeling

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

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Marina J.
$80/hr
Marina J.

Financial Manager

4.8/5(11 jobs)
Estero, FL
  • Trophy Icon Financial Management
  • Property Management
  • Quickbooks
  • General Ledger Accounting
  • Budget Plan
  • Project Budget
  • Cash Flow Analysis
  • Account Reconciliation
  • Tax Return
  • CPA
  • Tax Filings
  • Yardi Software
  • Real Estate

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

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Ben S.
$150/hr
Ben S.

Financial Manager

5.0/5(10 jobs)
Allschwil, BASEL-LANDSCHAFT
  • Trophy Icon Financial Management
  • Finance
  • Business Planning & Strategy
  • Fundraising
  • Mergers & Acquisitions
  • Capital Markets
  • Investor Overview
  • Financial Forecasting
  • Corporate Finance
  • Business Strategy
  • Business Plan
  • Business Analysis
  • KPI Metric Development
  • People Management
  • Executive Coaching

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

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Patrick F.
$100/hr
Patrick F.

Financial Manager

5.0/5(5 jobs)
Exton, PA
  • Trophy Icon Financial Management
  • Investment Research
  • Investment Banking
  • Investment Strategy
  • Financial Plans
  • Financial Writing
  • Finance
  • Copywriting
  • Forex Trading
  • Financial Services

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.

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Abhishek G.
$45/hr
Abhishek G.

Financial Manager

4.8/5(35 jobs)
Muzaffarnagar, UP
  • Trophy Icon Financial Management
  • Marketing Data Analytics
  • Microsoft Excel
  • MetaTrader
  • MetaTrader 5
  • MetaTrader 4
  • Consultant
  • Financial Reporting
  • Accounting
  • Visual Basic for Applications
  • Chartered Financial Analyst
  • Inventory Management
  • Algorithm Development
  • MQL 4
  • Financial Analysis

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.

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Paul H.
$225/hr
Paul H.

Financial Manager

5.0/5(2 jobs)
Mold, WLS
  • Trophy Icon Financial Management
  • Financial Modeling
  • Financial Accounting
  • Budget Plan
  • Financial Audits
  • Financial Reporting
  • Financial Analysis
  • Financial Writing
  • Financial Statement
  • Financial Plans
  • Microsoft Excel
  • Forecasting
  • Financial Projection
  • Budget Management

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

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Felix A.
$150/hr
Felix A.

Financial Manager

4.5/5(21 jobs)
Dallas, TX
  • Trophy Icon Financial Management
  • Tax Law Compliance
  • GAAP
  • Business Analysis
  • Financial Analysis
  • CPA
  • Financial Modelling
  • Enterprise Risk Management
  • Accounts Payable
  • Cryptocurrency
  • Amazon FBA
  • eCommerce
  • Legal
  • C-Corporation
  • Financial Services

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.

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Adela F.
$50/hr
Adela F.

Financial Manager

5.0/5(12 jobs)
Lezhe, LEZHE
  • Trophy Icon Financial Management
  • Accounting
  • International Financial Reporting Standards
  • Corporate Tax
  • Financial Report
  • Financial Audit
  • Financial Statement
  • Financial Modeling
  • French
  • Italian
  • Quickbooks
  • Odoo
  • Xero
  • Financial Analysis

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.

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Stuart W.
$75/hr
Stuart W.

Financial Manager

5.0/5(9 jobs)
Bournemouth, ENGLAND
  • Trophy Icon Financial Management
  • Business Plan
  • Ebook Writing
  • Article Writing
  • Managerial Finance
  • White Paper Writing
  • Financial Analysis
  • Finance & Accounting
  • Budget Plan
  • Blog Writing
  • Content Production
  • Excel VBA
  • Google Sheets
  • Financial Writing
  • Financial Modeling

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

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