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  • $59 hourly

    • 4.9/5
    • (1 job)
    📊 Oracle NetSuite Expert || ERP || 10+ Years of Experience 📈 Certified NetSuite ERP Consultant | ERP Optimization Specialist 💡 Helping Businesses Streamline Operations & Maximize Efficiency 💼 Managing Partner | Fusion365 AI As a Certified NetSuite Consultant and Managing Partner at an IT Consultancy, I specialize in ERP implementation, customization, and optimization for businesses looking to scale efficiently. With over 10 years of hands-on experience, I have successfully led large-scale ERP deployments, integrating financial management, inventory control, and business intelligence to drive operational success. Certifications & Expertise: 📌 SuiteFoundation 📌 Certified ERP Consultant 📌 Advanced Revenue Management 📌 Certified Scrum Master (CSM) What I Offer: 🔹 NetSuite Implementation & Customization – Tailoring ERP solutions to fit unique business models. 🔹 Data Migration & Process Automation – Ensuring seamless transitions with zero downtime. 🔹 Inventory & Financial Management – Optimizing multi-entity structures, reconciliations, and compliance. 🔹 Business Intelligence & Reporting – Leveraging data analytics for actionable insights. 🔹 Tax Compliance & ERP Integration – Aligning NetSuite with US GAAP & international tax regulations. Industries Served: 🏢 SaaS & Tech Startups | 🏬 Retail & E-commerce | 🏗️ Real Estate | 🚀 Manufacturing With a track record of implementing ERP solutions for Fortune 500 companies and SMBs alike, I ensure seamless system integrations, process optimizations, and financial clarity—all while driving measurable business growth. Let’s collaborate to streamline your ERP ecosystem and maximize efficiency! 📩 Let’s discuss how I can add value to your business.
    Featured Skill Financial Management
    AI Consulting
    Supply Chain Optimization
    Application Integration
    SuiteScript
    Data Migration
    Business Process Automation
    ERP Software
    NetSuite Administration
    NetSuite Development
    Oracle NetSuite
  • $40 hourly

    • 4.9/5
    • (12 jobs)
    Accomplished IT Service Management professional with over 25 years of providing first-class and consistent results for major companies. Highly skilled communicator with over 20 years of management experience coaching, mentoring, and developing staff and employees. Articulate and accomplished writer with a history of creating outstanding policies & procedures, training, executive presentations, contracts, and other business documentation for organizations of all sizes from large companies down to individual job seekers.
    Featured Skill Financial Management
    Resume Design
    Blog Content
    Financial Analysis
    IT Consultation
    Content Writing
    IT Service Management
    Business Writing
    Project Management Professional
    Leadership Skills
    Search Engine Optimization
    Project Scheduling
    SEO Writing
    Budget Management
  • $150 hourly

    • 5.0/5
    • (20 jobs)
    I have enjoyed building financial models for nearly 20 years, and I would love to help your organization crystallize its financial future. I specialize in “turning the story into numbers” and build custom Excel and Google models that input variables specific to your organization and automatically return universally accepted financial statements and cash plans. My process aims to quickly learn your needs, stay highly communicative throughout the build, very clearly convey what finished product you will receive, and remain available for free questions/answers and model tweaks after delivery. My models have been used by a very wide range of organizations and purposes, and the quality of my work is evidenced by how frequently I establish long term relationships with partners. Below is just a small sampling of repeat consultant or employment partnerships: •Alaskan restaurant franchise using my financial models to target nationwide expansion (CFO consultancy) •CEO of a $10b company using my financial models to identify disaster recovery risk •Kenyan bamboo startup using my financial models to secure international grants •$3m Washington, DC tech startup using my financial models to establish financial foundation (CFO consultancy) •California student housing platform using my financial models to secure advanced funding rounds If your organization has an operational vision, but needs help translating that into an actionable financial plan, let’s talk. I look forward to solving your modeling needs. Jeff
    Featured Skill Financial Management
    Financial Modeling
    Financial Analysis
    Business Cases
    Financial Accounting
    Presentations
    Microsoft Excel
    Cost Analysis
  • $125 hourly

    • 5.0/5
    • (3 jobs)
    I am currently the Founder and CEO of CFO Family, LLC, a global wealth technology platform delivering the most comprehensive and interactive views of total net worth to wealth owners and their advisors. In 2017 I created Aquifer Resources, LLC and held the title of CEO. Aquifer Resources was formed to supply water for drilling and fracking projects in West Texas until it was sold in 2020. I began my career in the Financial Industry in 1997 and previously owned Arrow Private Wealth, LLC, a multi-family office. Arrow Private Wealth was formed after spending 13 years with LD Lowe Wealth Advisory where through the years I filled the roles of Chief Executive Officer, Chief Operations Officer, and Chief Compliance Officer. I attended the University of Arkansas and earned a Bachelor's Degree in Financial Management. I currently sit on the Dean's Alumni Advisory Council for the Walton School of Business at the University of Arkansas.
    Featured Skill Financial Management
    Financial Projection
    Private Equity
    Business Valuation
    Management Skills
    Project Management Professional
    Financial Consulting
    Venture Capital Consulting
    Financial Reporting
    Financial Plan
    Financial Planning
    Business Analysis
    Financial Analysis
    Business Plan
  • $75 hourly

    • 5.0/5
    • (3 jobs)
    Hello! My name is James, and I am a dedicated and experienced accountant with a strong background in bookkeeping, taxation, and business advisory services. I recently founded my own accounting firm with a mission to provide tailored, outsourced accounting solutions for small to medium-sized businesses and their owners. With over 5 years of experience working with diverse industries, I have honed my skills in financial reporting, budgeting, tax planning, and financial analysis, allowing me to identify opportunities for growth and help businesses thrive. My expertise enables me to streamline accounting processes, ensuring accurate and timely financial information for better decision-making. As an accounting professional and a member of multiple professional organizations, I stay up to date with the latest industry trends, tax regulations, and accounting best practices. I am proficient in various accounting software such as QuickBooks and Xero; as well as countless business and financial management platforms. My services include: Bookkeeping: Accurate and timely recording of financial transactions to facilitate informed decision-making. Tax Compliance & Planning: Ensuring compliance with tax laws, minimizing tax liabilities, and identifying tax-saving opportunities. Financial Reporting & Analysis: Preparing financial statements, budgeting, and providing insights to optimize business performance. Business Advisory Services: Strategic planning, cash flow management, and growth consulting to help your business succeed. I am passionate about helping businesses and their owners navigate the complexities of financial management, and I am committed to providing personalized, high-quality services that align with your unique goals and objectives. I look forward to working with you and contributing to your business's success. Please feel free to reach out with any questions or to discuss your specific accounting needs. Let's grow your business together!
    Featured Skill Financial Management
    Tax Planning & Advisory
    Bookkeeping
    Data Analysis
    Financial Planning
    Business Development
    Financial Reporting
    Business Consulting
    Tax Law Compliance
    Budgeting & Forecasting Software
    Tax Accounting
    Financial Accounting
    Accounting
  • $110 hourly

    • 4.7/5
    • (1 job)
    ⭐️⭐️⭐️⭐️⭐️ Over 20 years of experience as a CFO, Fundraiser, and Business Consultant with 15 years in Senior Finance roles at multiple companies. Fintech pioneer with the founding of EquityNet.com in 2005, a SaaS-based crowdfunding marketplace with five patents, 20,000 investors, and over $600 million in business funding facilitated. Demonstrated history of successfully advising small to medium-sized businesses, including the assistance of 200+ businesses in many industry sectors. Consulting has entailed a wide range of assistance from business strategy and capital raising to financial modeling and accounting to fractional CFO and controller roles.
    Featured Skill Financial Management
    Strategic Planning
    Investment Strategy
    Financial Report
    Financial Projection
    Business Plan
    Business Consulting
    Startup Consulting
    Management Consulting
    Fundraising
    Crowdfunding
    Financial Planning
    Financial Modeling
    Financial Analysis & Valuation
    Finance & Accounting
  • $250 hourly

    • 4.9/5
    • (222 jobs)
    I pride myself in Top-notch, Multifaceted Business and Tax Consultancy services/solutions, including but not limited to:Accounting,Consulting,Tax preparation,Tax consultancy,Tax planning,Business Planning,Marketing planning and Strategy ,Book-keeping, Financial Analysis,Compilations,Reviews,Audit,Trademark Application and Registrations/Renewals at the best possible rate to all and sundry..............If I wont do it right,I won't do it at all
    Featured Skill Financial Management
    Content Writing
    Document Review
    Marketing Strategy
    HTML
    International Taxation
    Bookkeeping
    Financial Analysis
    Bank Reconciliation
    Financial Accounting
    Tax Preparation
    Intuit QuickBooks
  • $250 hourly

    • 4.5/5
    • (19 jobs)
    Empowering Entrepreneurs with Proactive Financial Strategies Success in business requires more than just managing numbers—it demands a strategic vision, legal expertise, and an integrated financial approach. I specialize in accounting, fractional CFO services, estate and tax planning, and wealth management, helping entrepreneurs, small businesses, and high-net-worth individuals legally reduce tax burdens, optimize financial strategies, and build sustainable businesses. With deep expertise in tax law, business structuring, and strategic financial planning, I go beyond compliance to help clients maximize profitability and minimize risks through proactive financial strategy. Comprehensive Business & Wealth Solutions: 1. Advanced Accounting & Tax Planning Tax Optimization Strategies to legally minimize liabilities. Proactive Tax Planning to reduce future obligations. Business Tax Compliance ensuring federal and state adherence. IRS Audit Support to navigate tax disputes effectively. 2. Fractional CFO & Business Structuring Financial Strategy Development for growth and stability. Entity Selection & Structuring for tax efficiency. Corporate Governance to maintain legal compliance. 3. Wealth Management & Estate Planning High-Net-Worth Tax Strategies for wealth preservation. Estate & Succession Planning to protect legacies. Investment & Retirement Planning for long-term security. 4. Legal & Compliance Advisory Corporate & Tax Law Guidance for risk management. Litigation Support to protect business interests. Mergers & Acquisitions Strategies for seamless transitions. A Conservative, Strategic Approach to Tax Planning: I implement legally compliant tax strategies that optimize financial positions while ensuring full compliance with federal and state laws. From pass-through entity benefits to cost segregation and advanced deductions, I help clients maximize their financial opportunities. Aligning Business Strategy with Financial Success: A business’s long-term success depends on resource allocation, financial stability, and strategic growth. I ensure that financial decisions align with profitability, sustainability, and tax efficiency to eliminate unnecessary risks and maximize earnings. My Expertise & Qualifications: Ph.D. Candidate (Accounting & Finance) – ISM Paris Master of Liberal Arts (Finance) – Harvard University Executive Certificate in Management – MIT Juris Doctor (J.D.) – Western Michigan Cooley Law School MBA (Accounting) – NMHU BSc (Hons) Accounting & Economics – Buea University Licenses & Court Admittance: US Tax Court US Court of Appeals for the Federal Circuit Texas Southern District/Bankruptcy Court Professional Memberships: American Bar Association (ABA) American Institute of CPAs (AICPA) Dallas Bar Association International Bar Association Why Clients Trust My Expertise ✅ Holistic Approach: I integrate tax, legal, and financial strategy for comprehensive solutions. ✅ Proven Track Record: Over 15 years of experience helping businesses navigate complex financial landscapes. ✅ Customized Strategies: Tailored solutions aligned with individual goals and business objectives. ✅ Long-Term Vision: I help clients build sustainable financial strategies that ensure lasting success. Client Success Stories Example 1: Small Business Turnaround A business faced high tax liabilities and cash flow issues. Through strategic restructuring and tax optimization, I helped them reduce tax exposure by 84.9% and improve profitability. Example 2: High-Net-Worth Tax Strategy An entrepreneur faced substantial tax burdens due to poor investment structuring. I implemented advanced tax-efficient strategies, saving hundreds of thousands annually while securing assets. Let’s Work Together If you’re ready to take control of your financial future, I’m here to help. With a proven track record of saving clients at least 80% in tax savings and a commitment to delivering exceptional results, I make it easy for you to get the expertise you need without the hassle. Here’s what you can expect when you work with me: 1) Personalized Service: Tailored solutions designed to meet your unique needs. 2)Proven Results: A track record of saving clients millions in taxes and achieving financial success. 3) Peace of Mind: Confidence knowing your finances are in expert hands. Start Your Financial Transformation Today 📩 Let’s discuss your financial goals today! Contact me to schedule a consultation, and let’s build a customized strategy for your success.
    Featured Skill Financial Management
    Civil Law
    Tax Law
    Legal Writing
    Finance & Accounting
    Financial Modeling
    C-Corporation
    Enterprise Risk Management
    Cryptocurrency
    Financial Analysis
    Amazon FBA
    Business Analysis
    CPA
    Tax Law Compliance
  • $15 hourly

    • 5.0/5
    • (4 jobs)
    I'm like the ultimate multitasker, running the show and keeping everything in check at our awesome office. From scheduling meetings and organizing events to making sure we have all the supplies we need, I've got it covered. Keeping records in order is my jam, and I make sure our data is always accurate and up-to-date. I'm a wizard with spreadsheets and databases, making sure all the important info is logged without a hitch. I pay attention to the tiniest details, preventing data errors like a boss. My communication skills are top-notch, so whether I'm chatting with clients or working with our amazing team, I've got it down pat. Whenever there's a challenge, I'm the go-to problem solver, making sure everything clicks just right. I take pride in being the backbone of our office, keeping things on track with my organization, tech-savviness, and my awesome can-do attitude!
    Featured Skill Financial Management
    Team Management
    Data Analytics
    Workday Adaptive Planning
    Problem Resolution
    Data Visualization
    Customer Service
    Business Analysis
    Computer Basics
    Communication Skills
    Problem Solving
    Organizational Background
    Basic Attention Token
    Data Analysis
    Time Management
  • $25 hourly

    • 5.0/5
    • (0 jobs)
    Great multi-tasker looking to make extra cash with transcription projects. Able to type 100 wpm, and great at detail oriented work as that is what I do with my regular job.
    Featured Skill Financial Management
    Resolves Conflict
    Problem Solving
    Prototyping
    Coaching
    Training & Development
    Employee Training
    Financial Consulting
    Revenue Management
    Organize & Tag Files
    Multitasking
    Financial Analysis
  • $99 hourly

    • 0.0/5
    • (1 job)
    Hello! I'm here to transform your ambitious business goals into actionable financial strategies. Over the past three years, my team and I have specialized in providing high-impact fractional CFO services to CPG brands, multi-location restaurants, marketing agencies, and various service-based industries. We're committed to guiding companies with revenues north of $3M through the complexities of financial management and strategic planning. What We Offer: 🌟 Clear Financial Direction: Mapping out financial pathways that align with your business objectives. 🌟 Strategic Insights: Analyzing the impact of your business decisions to steer company direction. 🌟 Financial Modeling: Building robust models to predict and enhance your financial health. 🌟 Projections: Crafting detailed forecasts to prepare for future business scenarios. 🌟 Short-Term Cash Flow Forecasting: Ensuring you have the liquidity to meet business needs. Industries We Serve: 🚀 Consumer Packaged Goods (CPG) 🚀 Multi-Location Restaurants 🚀 Marketing Agencies 🚀 Professional Service Firms What is a Fractional CFO? A fractional CFO acts as your strategic partner, directing your financial operations towards achieving your company's goals. Whether you're building a finance department from scratch or optimizing an existing one, we're here to establish and refine financial processes that enhance your decision-making capabilities based on solid data analysis. Ready to Achieve Your Financial Goals? Let's connect and discuss how I can bring clarity and foresight to your business finances. Together, we'll pave the way for sustained growth and profitability. A few testimonials: 👉“Hunter Scott and his team have been revolutionary in helping our company move to a solid financial footing.” -Bill Adams 👉“Amazing service and extremely knowledgeable. They helped steer or business in the right direction and give us a peace of mind about our business financials” - Randy Sheridan 👉“Our start-up began working with Strata Cloud Accountants back in 2019. DeEtte and her team have always been professional, supportive, and patient with all of our questions as we navigated growth and fundraising. We are forever grateful for all their hard work and partnership.” - Nicole Cox
    Featured Skill Financial Management
    Financial Reporting
    Finance & Accounting
    Financial Projection
    Financial Plan
    Financial Analysis & Valuation
    Financial Analysis
    Financial Statements Preparation
    Financial Statement
    Financial Report
    Financial Model
    QuickBooks Online
    Financial Accounting
    Financial Consulting
    Financial Modeling
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    My expertise lies in Strategic Planning, Financial Analysis and Customer Acquisition. My specialties are in P&L management, Operational Planning and Digital Marketing.
    Featured Skill Financial Management
    Training & Development
    People Management
    Business Operations
    Digital Marketing Materials
    Digital Marketing Strategy
  • $300 hourly

    • 0.0/5
    • (0 jobs)
    Let's chat and explore if we can possibly be helpful: We have experience: 1) Turning around businesses 2) Building stronger cash flows 3) Increasing profitability and efficiency
    Featured Skill Financial Management
    Financial Report
    Financial Software
    Financial Analysis & Valuation
    Financial Projection
    Financial Presentation
    Financial Policies & Procedures
    Financial Plan
    Financial Reporting
    Financial Risk
    Financial Modeling
    Financial Statement
    Financial Consulting
    Financial Analysis
    Financial Planning
  • $125 hourly

    • 0.0/5
    • (0 jobs)
    I am a financial professional specializing in financial modeling, transaction support, and fractional CFO projects. I come from an operational finance background, but have more recently also worked on projects for M&A and capital fundraising, and feel that my earlier career helps me build better financial tools, ask the right questions/quickly evaluate what the most important metrics are to any unique situation, and generally provide more robust products than I might otherwise without it. Whatever the nature of your project, my aim is to give you not only the best answers, but the best tools to either support those answers or support your use of them in the future. • 18 years of overall financial experience, primarily in corporate finance • 5 years experience as a financial consultant building financial models and operational evaluations, assisting with M&A/Fundraising transactions, and as a fractional CFO/Head of Finance • Fundraising projects over $150MM to-date • M&A projects over $350MM to-date • Worked for directly or indirectly advised over 20 start-ups to-date • Industries worked on include: Food & Beverage, FMCG (non-F&B), Insurance/Financial, SaaS (for various industries), Logistics, Real Estate, Health & Fitness, Clothing/Retail (physical & e-commerce), and others • Company sizes ranging from pre-revenue, founder-only start-ups to largest public companies in the world (Amazon, Pepsico, etc.) • Proficient in constructing or refining: 3-Statement Financial Models (both operating and reporting focused), DCF/IRR, SaaS/Recurring Revenue/Subscription Models, Consolidation/Roll-Up Models, Pro Formas, Budgeting/Forecasting Models, and M&A Models
    Featured Skill Financial Management
    Financial Software
    Budgeting & Forecasting Software
    Budget Planning
    Project Finance
    Corporate Finance
    Financial Statement
    Financial Reporting
    Financial Projection
    Financial Consulting
    Financial Analysis
    Financial Analysis & Valuation
    Financial Planning
    Financial Modeling
    Finance
  • $60 hourly

    • 0.0/5
    • (0 jobs)
    Dynamic COO and VP with a track record of transforming mission-driven startups and enterprises by driving growth, scalability, and operational excellence. Proven expertise in business development, strategic leadership, and change management, successfully expanding revenue from $10M to $164M annually.
    Featured Skill Financial Management
    Startup Consulting
    Market Research
    SaaS
    Analytical Presentation
    Hospitality
    Health & Fitness
    Supply Chain Management
    Transportation
    Project Management
    Commercial Building
    Customer Experience Management Software
    Sales Management
    Business Operations
    Management Consulting
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    713.280 .8381 Successful management professional with over 20 years of business and management/leadership experience directing large groups of employees in the private sector, government and military business environments. Managing a Global Security department for a Fortune 100 company. Managed a portfolio of chemical/petrochemical accounts, achieving significantly improved results for the client by merging metrics reporting procedures. Succeeded in directing a staff of over 100 employees in regulatory compliance in the performance of their federally regulated duties at one of the world's busiest ports. Led and developed military professionals in the United States Air Force. Skills * Project Management (20+ years) * National Account Management (10+ years) * Contract Management (10+ years) * Business Management (20+ years) * Financial Management (20+ years) * Leadership & Management (20+ years)
    Featured Skill Financial Management
    Project Workflows
    Report Writing
    Security Operation Center
    Security Analysis
    Security Management
    Business Analysis
    Business Continuity Plan
    Asana
    Google Sheets
    Google Docs
    Project Management
    General Transcription
    Virtual Assistance
    Data Entry
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    Accomplished Controller skilled at analyzing problems and resolving the root cause quickly and completely. Experienced in managing all administrative aspects of a business including Accounting/Finance, Human Resources, and Information Technology. Proven record of managing major projects to successful conclusions. Core Qualifications * Financial reports * Daily, weekly, and monthly metrics * Cash flow management * Standard costing * Inventory Control * Production cost analysis * Project Management * General Office Administration * Excel * QuickBooks - 10 years' experience * Experience in multiple ERP systems
    Featured Skill Financial Management
    Business Consulting
    Management Accounting
    Financial Planning
    Financial Accounting
    Inventory Management
    Cost Management
    Cost Analysis
    Cost Accounting
    Financial Reporting
    Microsoft Excel
    QuickBooks Online
    QuickBooks Enterprise
    Bookkeeping
    Accounting
  • $100 hourly

    • 5.0/5
    • (5 jobs)
    I am a results-driven Fractional CFO with over 25+ years of progressive experience in financial management, strategic planning and financial analysis, financial reporting and modeling, accounting, tax compliance, and business growth strategies. I will help your business navigate through any financial challenges, develop business growth strategies, provide financial reporting, financial modeling and insightful analytics/KPIs, while managing accounting, cash flow, tax and compliance issues. Here are some of the ways I can help your business achieve its financial goals: ✅ Empower your business with accurate and timely financial reporting, comprehensive financial forecasts and insightful analysis to support your business strategy and growth. ✅ Develop 3-year and 5-year strategic financial planning models that are aligned with the company's growth objectives and business goals. ✅ Streamline business operations and processes for optimum resource allocation and sustainable business growth, while increasing profitability. ✅ Partner with management to define KPIs, build forecasts and budgets, and track performance while explaining variances to plan, identifying risks and opportunities. ✅ Manage the monthly, quarterly and annual financial close accounting process that will guarantee the timeliness, accuracy, integrity, and compliance of the financial data. ✅ Identify any financial or operational pitfalls, issues or roadblocks within your company and help you to avoid them before they become a problem. FINANCIAL SERVICES OFFERED: Fractional CFO and Business Advisory: ☑️ Strategic Planning and 5-Year Plans ☑️ Financial Management and Reporting ☑️ GAP Analysis and Cost Reduction ☑️ Streamlining Operations and Processes ☑️ Raising Capital and Financing ☑️ Mergers and Acquisitions Financial Planning and Analysis: ☑ Budgeting and Forecasting ☑ Financial Modeling and Analysis ☑ KPI Reporting Dashboards ☑ Budget Variance Analysis ☑ Business Plan Pro-Forma ☑ Investor Pitch Decks Accounting, Tax, and Bookkeeping: ☑ Fractional Controller Services ☑ Month-End Close and Reporting ☑ Full-Service Bookkeeping ☑ Inventory Accounting and Fixed Assets ☑ Internal and External Audits ☑ Business Tax Preparation INDUSTRIES SERVED: Payments, Software, SAAS, Publishing, Construction, E-Comm, Retail, Technology, Fintech, Distribution and Wholesale, Financial Services, Professional Services, Gaming, and Real Estate.
    Featured Skill Financial Management
    Accounting
    Budget Planning
    Mergers & Acquisitions
    Strategic Planning
    Forecasting
    Cash Flow Analysis
    Business Consulting
    Bookkeeping
    Financial Consulting
    Financial Reporting
    Finance & Accounting
    Financial Analysis & Valuation
  • $125 hourly

    • 0.0/5
    • (0 jobs)
    FRAN JANDJEL, MBA, CPA, CGMA, ACMA EXECUTIVE PROFILE Strategic Group CFO (Over $2.5 billion in Revenue, Over 300 companies worldwide)) - Public & Private - Domestic and International CFO (North America, Europe, Middle East & Asia) - Business Partner of CEO - Drives growth - High Energy - High Emotional Intelligence - Entrepreneur Spirit - Board Member - Private Equity - Family Office - Raised over $3 billion debt (including IPO) - Mergers, Acquisitions & Divestitures (Over 50 Deals buy and sell - $5 billion) – Hyper Growth - Turnaround Management – Startups – Tech Savvy. Key Industries – Energy, Oil & Gas, Chemicals, Real Estate (Commercial, Sub divisions, Single family & Multi Family), Construction (Commercial Buildings, Multifamily and Single family, Fit Out, Data Centers & Highways), Technology, Telecom, Manufacturing, Insurance & Reinsurance, Automotive, Yachting, Hospitality, Food, Beauty, Government Contracts, Pharma, & Ranching/Agriculture. CORE COMPETENCIES: Mergers, Acquisitions & Divestures | Strategic Planning & Forecasting | Risk Management | Due Diligence (Buy & Sell M & A)| Refinancing | Debt / Equity Financing | SOX Compliance | Financial Reporting and Modeling | FP&A | Investor Relations | Process Re-engineering | ERP Systems (Implementation & optimized existing ERP systems) | Treasury, Cash Management & Covenant Compliance | Contract Review and Negotiation | Domestic and International Company Setup | IPO’s | Bankruptcy | Internal Audits | Turnaround Management | Project Management | IFRS | US GAAP | Trusts | Complex International structures | Business Intelligence | Complex Tax Structures (Domestic & International) | Shared Services (Setup & run) | Multi Office (Domestic & International) | Consolidations (over 3,000 companies in group) | Emotional Intelligence – (Build teams direct & indirect) SELECTED ACHIEVEMENTS: • CFO – First CFO of a newly acquired PE company, in multiple locations o IMPACT: Led the successful purchase of multiple companies, with integration into group, o Implemented GAAP accounting with extensive FP&A and implemented New ERP system, Netsuite • CFO - Transitioned a small private company to a fully integrated subsidiary of a large multinational through reengineering of the accounting and finance functions, changed fiscal year-end, and directed the implementation of a new ERP system. o IMPACT: Planned, organized and managed the seamless transition within six months. Successfully blended two cultures and built synergies amongst both groups. • CFO - Led the due diligence process and facilitated the sale of multiple companies. Calculated and analyzed five-year historical analysis and five-year future forecasts; liaised with banker, investor, outside counsel and senior management. o IMPACT: Led the successful sale of multiple companies • Group VP Finance & Accounting (Head of Finance and Accounting – multinational- Revenue - $2.5 billion) - Restructured a 50 + company group, moving from a Trust structure to a Corporate Structure. Completed a hostile takeover of a public company, and successfully merged into existing Group. Negotiated and completed multiple lines of credit over to $0.5B in USA and Europe (syndicated and unsyndicated) o IMPACT: Moved the company from being a large family structured Trust organization, only in the USA (Revenue - $200 million) into a $2 billion Net worth Corporate Group, in 30 countries, to over 300 companies worldwide, through extensive Acquisitions & Divestitures and organic growth • Director of Accounting - Analyzed, reviewed, scheduled and led the calculations of the most complex bankruptcy in U.S. history. Ensured compliance with the Plan of Reorganization, thousands of court approved settlements, U.S. GAAP and Bankruptcy code. More than $21B in claims was paid o IMPACT: The creditors were paid every six months in accordance with the Plan of Reorganization. There was zero restatement of any payouts.
    Featured Skill Financial Management
    Finance & Accounting
    Financial Analysis
    Business Plan
    CPA
    Due Diligence
    Financial Statement
    Financial Disclosure
    Financial Modeling
    Financial Accounting
    Cost Analysis
    GAAP
    Oracle NetSuite
    BlackLine
    Intuit QuickBooks
  • $56 hourly

    • 0.0/5
    • (1 job)
    Dynamic Financial & Business Operations Manager with a proven track record of driving growth, optimizing processes, and leading teams for small to mid-sized businesses. I specialize in turning strategic vision into actionable results - whether it’s managing budgets, boosting operational efficiency, or spearheading business development initiatives. With extensive experience spanning various industries, I’ve successfully assisted small and medium-sized businesses (SMBs) in enhancing their profitability and optimizing workflows to reduce time and costs. In 2024 alone, I’ve achieved this by simplifying processes, negotiating vendor and service provider contracts on behalf of clients, and providing daily financial management services for accounts with monthly balances ranging from $80,000 to $300,000. Let’s partner to scale your business, no matter the field, with tailored strategies and hands-on leadership.
    Featured Skill Financial Management
    Growth Strategy
    Relationship Management
    Project Management
    Budget Management
    Process Improvement
    Cross Functional Team Leadership
    Strategic Planning
    Business Development
    Business Operations
  • $15 hourly

    • 0.0/5
    • (0 jobs)
    Leading the change in small business growth and success. Delivering unique solutions beyond numbers. Senior Vice President - ServTec LLC - A premium staff augmentation firm providing high-caliber talent from global talent hubs to US firms. Director at AKIF CPA PLLC - A premier CPA firm helping clients in US and around the world.
    Featured Skill Financial Management
    CPA
    Tax Preparation
    CRM Development
    Financial Analysis
    Financial Planning
    Finance & Accounting
  • $30 hourly

    • 0.0/5
    • (1 job)
    I'm a seasoned financial consultor with over a decade of experience working with people and organitstions with their financial issues. I Can help you in many áreas from creating robust financial models using Excel and Python, to organizing your Accounts Payable (AP) and Accounts Receivable (AR). Lets transform your data into actionable financial insights.
    Featured Skill Financial Management
    Data Management
    Programming Bug Fix
    Python Script
    Python
    Investment Strategy
    Risk Management
    Financial Planning
    Financial Modeling
    Financial Consulting
    Financial Analysis & Valuation
    Financial Analysis
    Financial Accounting
    Finance & Accounting
    Finance
  • $23 hourly

    • 0.0/5
    • (0 jobs)
    Hello! My name is London! I'd love to share a brief introduction. I am a motivated and adaptable former property management professional with a strong background in customer service, financial management, and marketing. Highly skilled in communication, attention to detail, and fostering positive relationships with clients and colleagues. I have previously been recognized for efficiently managing operations and creating value through marketing and customer-focused solutions. I am seeking to transition into a new role to expand expertise and gain knowledge in a new field. Thank you for taking the time out of your busy day to consider myself as your next employee.
    Featured Skill Financial Management
    Resolves Conflict
    Property Management
    360 Marketing
    Phone Communication
    Customer Service
  • $25 hourly

    • 3.4/5
    • (6 jobs)
    Are you a business owner who can't seem to find the time to do the bookkeeping? Do you cringe when you hear words like bookkeeping and accounting? Is your bookkeeping months or even years behind? Maybe you are two years into the business and just now realizing the first person you trusted made a mess of your business financials? Perhaps, you’ve been pouring heart and soul into growing your business and keeping your books organized wasn’t quite at the top of your to-do list? You may even be thinking to yourself, "What's bookkeeping?" I get it! Believe me, I've seen it all and am ready to help you. From updating and reconciling your accounts and invoices to making sense of incomplete or inaccurate data, my one goal is to get you ready for financial success. So hand over your books and I’ll put your company back on track — it’s really that easy. I’ll get you organized so that you can get back to building your business. Highly reliable, results-driven, certified bookkeeper and QuickBooks ProAdvisor with more than 22 years of comprehensive bookkeeping, accounting, and financial management experience. Solid track record of consistently meeting and exceeding client goals. Extensive experience in all aspects of full charge bookkeeping. Offering a full array of bookkeeping, accounting, and financial management consulting services to fit your company’s size, budget, and needs, I can assist your business with anything from one-time projects to on-going financial oversight and strategy development. My commitment to you is to bring executive-level bookkeeping, accounting, and financial controls management services to your business at a fraction of the cost of traditional professionals in the industry. My specialty - meeting clients where they are and helping them take the next step — wherever that may lead.
    Featured Skill Financial Management
    Project Accounting
    Project Plans
    Business Process Management
    Project Scheduling
    Project Delivery
    Job Costing
    Financial Accounting
    Project Management
  • $17 hourly

    • 0.0/5
    • (0 jobs)
    I am a dedicated and detail-oriented professional with a strong work ethic and a passion for helping others. With a diverse skill set, I offer: Data Entry & Research: Proficient in managing and organizing large datasets, conducting in-depth research. Call Scheduling & Transcribing: Experienced in scheduling calls, managing appointments, and transcribing audio with accuracy. Financial Support: Skilled in providing administrative support in financial tasks. Voice Over: Comfortable delivering clear, engaging voice work. Well-Educated: Committed to continuous learning and growth. I take pride in delivering high-quality results and contributing to the success of those I work with.
    Featured Skill Financial Management
    Call Scheduling
    Data Chart
    Data Collection
    Data Entry
    Audio Services
    Organic & Natural Style
    Organizer
    Document Review
    Google Review
    Music Review
    Review or Feedback Collection
    Product Review
    Research Documentation
    Data Analysis
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    IT Professional experienced in owning and driving organizational initiatives, in partnership with business and engineering teams, to focus energies on the MVPs for the business and customer. Able to navigate through the software development life cycle (SDLC) as well as Agile/Scrum methodologies to deliver cloud services, financial systems, e-commerce platforms, and back-office systems. Provide leadership, planning and problem solving in platform migrations and digital transformations while understanding the importance of architecting a solution that can be scaled and enhanced to keep up with ever changing technology ecosystems. Expertise includes:  Proficiency in collaborating with cross functional teams to bring structure to chaos, defining priorities, removing blockers, breaking down complexity, and building consensus creating strategic alignment across the organization.  Key driver of business and customer needs for roadmap development, feature-driven design, scenario/use case development, and overall requirements management for both Waterfall and Agile (scrum / sprint-based) documentation.
    Featured Skill Financial Management
    Accounts Receivable Management
    Financial Reporting
    Accounts Payable Management
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