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$70 hourly
Michael T.
- 4.9/5
- (87 jobs)
American, native English speaking financial modeling specialist. Corporate finance professional with over 24 years of uniquely broad and deep analytical and financial management experience: - Investment Research Analyst (global financial institutions) - Risk Management Analyst & Manager (Wall Street, Banks, Small Business) - Mergers & Acquisitions Analyst ($10B in closed deals) - Former CFO (California-based community bank), numerous remote/fractional CFO Roles - Former Controller - Private financial consulting (from Startups to well-established firms) I am not a typical "financial analyst" who calculates standard financial ratios and ends there. After graduating University with a finance degree (which included a large amount of MBA-level coursework) I was formally trained as a "fundamental research analyst" at a leading US-based financial institution. This is high-level or deep dive analysis - think forensic or investigative analysis. I've spent years analyzing the most complex of Fortune 500 companies as well as an extensive list of small businesses. I provide data-driven clarity, understanding and insight to help you make informed decisions. Most recently I've become a subject matter expert in SaaS and E-Commerce in particular, assisting with both capital raises (Angels and VC) and deep-dive financial analysis and reporting. I've also held numerous Fractional CFO roles in recent years here at Upwork. For the last ten years I’ve been a full-time contractor. I provide top-quality, full-scope solutions. The primary services I've provided to date include: - Financial Modeling - Financial Reporting - Financial Pro Formas - Financial Forecasting - Enterprise-Wide Budgeting - Financial Analysis - Reporting Dashboards - Reporting Automation - Single-Purpose Tools ("Ad Hoc") - Business Valuation - Investor Presentations - Pitch Decks - Accounting System Implementation - QuickBooks Implementation - Accounting System Enhancement/Improvement - Startup Financial Projections - Business Plans - Management Consultation - Commercial Loan Portfolio Review - Efficiency Improvements - Ghost Writing General Financial Modeling Process and Timeline: 1) 15-30 hours for the first draft, depending on degree of complexity 2) First Draft Delivered in 2-5 business days, assuming speedy responses to my questions 3) On a call with screen sharing I walk you through the first draft to explain how it works - We spend however much time is needed for this until you are comfortable and confident with everything - Next we go through all assumptions. I will explain the numbers and provide guidance if needed 4) If any adjustments, revisions or new requested enhancements are needed I get straight to work on those 5) Repeat Step #3 6) Repeat Step #4 if/as needed until you have the tool you need and want 7) If there is any error in my work I fix that free of charge 8) I'm always available for future changes, updates, revisions, etc. if requested by you or any third parties to whom you've presented the model Basically the above process holds true for most any endeavor. I will be in constant communication during the project to make sure you are up to date and to ask questions as they arise. My work product is always high-quality and professional. I'm maniacal about accuracy. I'm not capable of delivering to a lower standard; quality work is important to me not just personally but also because I feel a real sense of obligation to deliver real value in every engagement I enter. Doing my job well is expected so satisfaction for me really comes from helping people become more successful in their professional lives and (by extension) their personal lives as well. For me this is the most motivating aspect of contracting; I truly enjoy seeing clients receive real, meaningful and tangible value from the work I deliver. Do you have important work that you need done right? Contact me and let's get it handled.

Financial Management
Financial Analysis & Valuation
Financial Presentation
Financial Projection
Risk Management
Data Visualization
Microsoft Excel
Accounting
Forecasting
Pitch Deck
Business Plan
System Automation
Mergers & Acquisitions
Strategic Planning
Financial Modeling
$35 hourly
Nadiia P.
- 5.0/5
- (6 jobs)
👋Hello, and welcome to my profile! I'm a results-driven IT Project Manager with a proven track record of successfully leading and delivering projects on time and within budget. I'm dedicated to helping organizations achieve their goals through effective project management and innovative IT solutions. Why choose me: ► Client-Centric Approach: I prioritize your satisfaction and work diligently to understand your unique requirements, ensuring that the final deliverables align perfectly with your vision. ► Proactive Problem Solving: I have a strong problem-solving mindset, and I'm always ready to tackle unexpected challenges that may arise during a project, finding effective solutions promptly. ► Continuous Improvement: I'm dedicated to staying updated with the latest trends and technologies in the IT industry. This commitment to ongoing learning ensures that your projects benefit from the most cutting-edge solutions. ► Clear Communication: I believe that transparent and consistent communication is the key to successful project management. I maintain open lines of communication with stakeholders, ensuring everyone is on the same page throughout the project. ► Agile Methodologies: I am well-versed in Agile methodologies, such as Scrum and Kanban, and can adapt project management approaches to suit the unique needs of each project. ⚒️Skills: ►Project Planning and Execution: I possess the ability to plan and oversee projects, ensuring that tasks are completed within defined timelines and project scope. ►Team Collaboration: I excel in fostering collaboration among cross-functional teams, creating a harmonious work environment where everyone contributes to project success. ►Agile Expertise: I have a great understanding of Agile methodologies, such as Scrum and Kanban, which enables me to adapt to changing project requirements and enhance project efficiency. ►Communication Skills: My strong communication skills enable me to establish clear and open lines of communication with stakeholders, team members, and clients. 🌟By choosing me as your Project Manager, you'll benefit from a dedicated professional who is committed to learning and growing in the field of project management. My goal is to assist you in delivering successful projects while maintaining clear and transparent communication throughout. Let's connect and explore how I can contribute to the success of your upcoming projects.

Financial Management
Risk Management
Time Management
Problem Solving
Communications
Leadership Skills
Data Analysis
Project Management
$40 hourly
Alona D.
- 0.0/5
- (1 job)
Over 10 years of experience in: - Accountancy - Inventory management and accounting - Financial management - HR and labor accounting - Recruiting

Financial Management
Human Resources Consulting
Inventory Management
Recruiting
$20 hourly
Iryna Y.
- 4.5/5
- (8 jobs)
7+ years experience in E-Commerce Accounting (*studied with the Americans, in 2017-2018 was one of trainers of the Saleshub team for the Amazon accounting course). Bachelor's degree in International Economics. 13+ years in my own business. Since 2019, I have been doing accounting for clients in my own agency. In addition to providing services, we also train clients and their teams. I personally carry out complex projects myself, for simple "technical" tasks I have assistants who will help to fulfill your requests performing them under my guidance. My professional credo is to constantly improve the quality of our service and give the client the best result. My priorities in work are to complete all tasks on time and at the highest level. My competencies: - Quickbooks accounting for Amazon business - Regular accounting - Limited-time projects like implementing Quickbooks accounting for new businesses - Management accounting - Warehouse accounting - Operational accounting - Financial planning and business risk assessment - The financial analysis - Financial management - Employee outsourcing - Business process development - Introduction of accounting - Consulting - Selection and implementation of software solutions - Development of an accounting policy - Client employee training - Work methods training - Restoration of accounting - Preparation of sales reports - Work with loss zones in business (compensation for Amazons) My core type of clients: - E-commerce - IT - Consulting and service businesses

Financial Management
Shopify
Financial Analysis
Management Accounting
Risk Assessment
Bookkeeping
Financial Planning
Amazon
Zoho Books
Account Reconciliation
Accounting
Intuit QuickBooks
$30 hourly
Maksym Z.
- 4.9/5
- (31 jobs)
____________________________________________________________________________ 7 + years of experience as a Financial analyst, Financial manager and Deputy/Chief Accountant in international Packaging manufacturing, Agricultural and IT Financial Software Development companies. ____________________________________________________________________________ • During the past 7 years I have helped CEOs, owners and private equity investors to drive the financial side of their business, increase current and attract new investments. • Built from scratch successful financial strategies which helped to open at least 5+ new 100%-profitable and 100%-successful production and sales projects. • Performed general management of company financial process and lead financial departments. ____________________________________________________________________________ I have been involved into various offline projects in different industries, including: • Packaging • Agricultural production and trading • IT, investment management (NDA companies) - (Ukraine / Multinational companies) ____________________________________________________________________________ I hold: 1) Master Degree in Accounting and Audit (Banking and Enterprises) 2) ACCA certification in International Financial Reporting Standards (IFRS) ____________________________________________________________________________ My core competencies and skills are the following:  Financial Management  Financial Analysis  Financial Modeling  Business Valuation (WACC, IRR, ROI, ROA)  Ratios Analysis, Key Performance Indicators  Cash Flow forecasting  CAPEX/OPEX modeling  Excel Dashboards and MS Excel Calculators  COGS calculations and analysis  Procurement analysis (stock, inventory)  Pricing modeling and strategies  Econometric modeling and statistical analysis  Budgeting and Forecasting  Preparing financial and other reports ____________________________________________________________________________  Data analysis (XML, json)  Macroeconomic overviews  Market Research services ____________________________________________________________________________ I am fluent in English, Ukrainian (native). Solid analytical skills, ability to process large amounts of information and data from multiple sources into meaningful conclusions. ____________________________________________________________________________ Technical stack: Excel, Google Sheets, Power Point, XML, XSLT, XSD. ____________________________________________________________________________ Professional qualities and principles: I have developed the following professional qualities and principles that will help your project to be successful: Communication, Time Management, Problem-Solving, Adaptability, Leadership, Teamworking, Attention to detail, Initiative, Professionalism, Continuous Learning.

Financial Management
Cost Accounting
Financial Analysis
Google Search
English to Ukrainian Translation
Personal Administration
Business Analysis
Data Entry
Cost Analysis
International Accounting Standards
Financial Report
Microsoft Excel
$30 hourly
Maksym K.
- 4.9/5
- (9 jobs)
My job is to help you identify your product business strategy and create detailed technical specifications that will help you save your money My main knowledge: - SDLC - SD methodologies - Requirements elicitation - User groups & portraits identification - User Story - Use Cases - UML and BPMN diagrams - Prototyping - SRS, Jira, requirements prioritization techniqu

Financial Management
Data Analysis
Business Consulting
Financial Analysis
Business Analysis
$50 hourly
Anna M.
- 0.0/5
- (0 jobs)
* IFRS, US GAAP, UA GAAP * Controlling * Financial Analysis * Financial Modeling * Business Plan writing * Budgeting and Planning * ERP systems: 1C, SAP, QuickBooks * Experienced user of MS Office, in particular Excel * CIMA certificate, * IFA Qualification Certificate

Financial Management
Financial Variance Analysis
Startup Consulting
Cash Flow Modeling
Financial Reporting
Financial Plan
Excel Formula
Business Plan Writing
Business Analysis
QuickBooks Online
Project Planning
Management Consulting
Cash Flow Analysis
Analytical Presentation
Financial Planning
$25 hourly
Oksana K.
- 5.0/5
- (48 jobs)
I am a financial analyst for solving your special business problems with 10years experience in the real business. SPECIALIZATION: Financial analyst, Business solving, Financial Modeling, Budgeting, KPI Dashboards. ADVANTAGES: A strong business vision, great motivation to find the best solution and creating value for client projects. Feedback about my job: " I have been very fortunate to find the most reliable and amazing freelancers on Up work. Oksana is amazing, patient, and starts projects without me having to ask! Thank you, you have truly been a lifesaver." "Excellent freelancer to work with, conscientious and keep with our deadlines." "I'm very happy with work Oksana completed for us. She has completed work even earlier we expected. Very good communication and understanding what we needed. I really can recommend Oksana to everyone. Thank you, Oksana." I could be a strong part of your team. Kinds, Oksana (Susan)

Financial Management
Google Sheets
Financial Accounting
Business Mathematics
Intuit QuickBooks
Financial Analysis
Accounting Principles & Practices
Financial Modeling
Microsoft Excel
Google Docs
Financial Planning
$30 hourly
Olena F.
- 5.0/5
- (7 jobs)
QuickBooks ProAdvisor & Trainer/ Xero Advisor. Expertise in bookkeeping & accounting: QuickBooks Online and Xero. QBO integration with Deel, Gusto, Ramp, Brex, Service Titan, HouseCall Pro, bill.com. Speak English and French. USA GAAP & IFRS. I support my clients through your books clean up, catch up, QuickBooks and Xero customized set-up & targeted training, technical troubleshooting, bank, credit card and Balance Sheet accounts reconciliation, accounts payable & invoicing, accounts receivable & bill pay, recording of financial transactions, financial & management reporting, custom KPI dashboards, month-end closings, year-end wrap-ups, 1099s filing, preparing your books for Tax Return filing and many other questions. Provide Quickbooks and Xero trainings for beginners in Ukrainian and Russian.

Financial Management
Acumatica
Bill.com
Xero
QuickBooks Online
English to Russian Translation
Financial Reporting
Bookkeeping
Oracle NetSuite
Bank Reconciliation
Account Reconciliation
Month-End Close Assistance
$100 hourly
Yevhen Z.
- 0.0/5
- (0 jobs)
I'm passionate about driving financial success and strategic growth for companies through effective financial management and innovation. With a proven track record in strategic financial leadership, I specialize in providing fractional CFO services with a focus on automation and data-driven decision-making. Strategic Financial Management: I develop and implement financial strategies tailored to each company's unique needs, ensuring alignment with growth and profitability objectives. By overseeing the preparation and analysis of financial reports, budgets, forecasts, and statements, I provide actionable insights and strategic recommendations to the CEO and executive team. Financial Planning and Analysis: My expertise lies in creating comprehensive budget plans, monitoring financial performance against budgets, and conducting cost-benefit analyses to guide decision-making processes. I excel in developing capital expenditure plans and managing the allocation of financial resources to maximize returns. Cash Flow and Debt Management: With a focus on cash flow planning and debt management, I ensure the availability of funds when needed while optimizing the company's capital structure. By overseeing the development of cash flow statements and debt management plans, I help businesses navigate financial challenges and opportunities. Accounting and Reporting: I prioritize accuracy and compliance in financial reporting, supervising accounting departments to ensure timely and precise financial reporting. By implementing internal financial policies and controls, I safeguard company assets and ensure compliance with accounting standards and regulatory requirements. Financial Controls and Compliance: I take pride in developing and implementing internal financial policies and controls to safeguard company assets while ensuring compliance with all relevant laws and regulations. From tax filings to regulatory compliance reports, I ensure that the company's financial practices meet the highest standards of integrity and transparency. Performance Metrics and Forecasting: I leverage data-driven insights to create financial performance metrics and KPIs, enabling businesses to monitor performance and make informed decisions. Through advanced financial forecasting models and variance analysis, I support strategic planning and identify opportunities for improvement. If you're seeking a dedicated financial partner to drive growth, streamline operations, and optimize financial performance, let's connect! Together, we can unlock new opportunities and achieve your business goals.

Financial Management
Financial Analysis
Finance & Accounting
Financial Planning
Financial Reporting
Risk Management
Business Planning & Strategy
Internal Auditing
Finance
Spreadsheet Automation
Zapier
Automation
Business Consulting
Business Process Automation
$100 hourly
Slava M.
- 5.0/5
- (3 jobs)
Working alongside C-level executives from US and European private equity firms, tier-1 consulting firms, and founders of businesses with $1B+ valuations has helped me build a strong foundation in the financial and consulting industries, shaped by experienced mentorship. I have been actively involved in multiple live investment deals in both private equity and venture capital, with a cumulative deal value exceeding $100 million. My background includes leading the securities research division at a family office, crafting investor-facing materials—such as fundraising presentations for venture capital and real estate—and contributing to a book on the Ukrainian macroeconomic and investment landscape. Areas of Specialization: Private Equity / Venture Capital - Investment analysis for private companies (Seed to Pre-IPO) - Financial modeling and valuation - Due diligence support and risk assessment - Market research and competitive analysis for potential investments - Preparation of fundraising decks, offering memorandums, and investor presentations Consulting Services - Industry and market research - Competitor analysis and benchmarking - Identification of potential buyers or partners - M&A target screening and preliminary assessments - Business plan development and strategic advisory support - Financial analysis and forecasting In addition to my work in finance, I am a co-founder at Oilfaces. At Oilfaces, we collaborate with brands at every stage, from sparking product ideas to securing investments and building unforgettable brand identities. Our Services at Oilfaces Include: Creative Solutions: - Social Media Strategy - Campaign Development - Unique Brand Naming - Special Projects Design Expertise: - Brand Identity & Logo Design - Packaging Design - Comprehensive Design Systems - Motion Graphics & 3D Design Innovative Tech: - Website & App Development - Digital Experiences Business Growth: - Strategic Brand Development - Business Model Innovation - Fundraising Whether you’re looking for support in the financial, investment, or consulting fields or need a strategic partner to elevate your brand and drive growth, I’m available to discuss how we can work together to achieve success.

Financial Management
Finance & Accounting
Corporate Finance
Financial Planning
Investment Preparation
Investment Strategy
Investment Banking
Financial Projection
Company Valuation
Investment Research
Financial Analysis
Business Valuation
Financial Modeling
$30 hourly
Volodymyr V.
- 0.0/5
- (1 job)
Good aftertoon. I’m Volodymyr Vember, a dedicated financial professional based in Kyiv, Ukraine. With a comprehensive background in finance and international business, I offer extensive experience in financial management, auditing, and economic relations. I hold a Bachelor's degree in International Business from Munich Business School and am currently pursuing a Master's degree in International Economic Relations from Taras Shevchenko National University, Kyiv. My professional journey began with internships at The State Export-Import Bank of Ukraine and ProCredit Bank, where I gained invaluable experience in international transfers and business client relations. These opportunities laid the foundation for my career and instilled in me a passion for financial excellence. I then advanced to roles at esteemed firms such as PwC and KPMG. At PwC, I served as an Administrator in the Audit Department, managing crucial audit processes and collaborating with diverse teams. My tenure at KPMG as an Auditor further sharpened my skills, where I provided audit services to international clients, worked closely with the Munich office, and suggested improvements for business processes and controls. In addition to my auditing experience, I served as a Financial Manager at WCOB, where I was responsible for recovering missing financial information, creating P&L statements, and improving company structures. My role as Deputy Chief Financial Officer at Kolot Family Building involved overseeing all financial transactions, leading negotiations with foreign partners, and organizing financial management for international projects. Throughout my career, I have developed a robust skill set that includes proficiency in MS Word, Excel, PowerPoint, PowerBI, 1C, and SAP. I am fluent in Ukrainian, Russian, English, and German, which enables me to communicate effectively with a diverse range of clients and stakeholders. I am passionate about financial management and am committed to delivering exceptional results. My ability to work under pressure, coupled with my critical thinking and problem-solving skills, has consistently contributed to the success of the projects I have been involved in. I look forward to leveraging my expertise to help businesses achieve their financial goals. Whether you need assistance with financial planning, auditing, or international economic relations, I am here to provide professional and reliable services. Feel free to reach out to me at volodymyr.vember@gmail.com or +38(067)509-42-57. Let's work together to achieve financial excellence!

Financial Management
Financial Reporting
Financial Projection
Financial Presentation
Financial Planning
Financial Modeling
Financial Analysis
Financial Accounting
Financial Consulting
$50 hourly
Mykyta K.
- 0.0/5
- (0 jobs)
I will be useful for medium and large businesses in the following areas: Business optimization Treasuary management Project management Operation management

Financial Management
Project Management
Management Skills
Sales Leadership
Forex Trading
Foreign Exchange Market
Treasury Management
$10 hourly
Svitlana A.
- 0.0/5
- (0 jobs)
Looking for a strategic financial leader to drive business growth and streamline financial operations? I provide expert financial leadership and support to businesses looking to strengthen their finance functions or undergo digital transformations. I specialize in helping organizations improve financial processes, enhance decision-making, and implement scalable financial strategies that align with business goals. As an agile and hands-on finance professional with over 10 years of experience in both banking and fintech, I have led finance transformations, streamlined operations, and improved reporting accuracy. I thrive in high-pressure environments where I can deliver actionable insights that lead to measurable growth and improved profitability. My expertise spans: • Financial Transformation & Strategy • Regulatory Compliance & Reporting • Business Process Optimization & Automation • Financial Modeling & Forecasting • Cross-functional Collaboration & Leadership Other areas of expertise include: • Budgeting & Cost Efficiency Analysis • Risk Management & Regulatory Alignment • Data-Driven Financial Decision-Making • ERP System Implementation & Improvement • Financial Reporting & Performance Management Key Achievements: • Successfully led finance transformations in large organizations, integrating financial systems and enhancing operational efficiency. • Played a key role in regulatory compliance efforts, preparing financial reports for multiple regulators across international markets. • Developed predictive financial models, improving forecast accuracy by 21%. • Directed cost-efficiency projects that optimized digital retail operations, delivering savings of 16% in year-over-year expenses. • Led the integration of financial processes during mergers and acquisitions, ensuring seamless operations and alignment across departments. Let’s work together to bring clarity, structure, and financial success to your business. Contact me for a consultation, and let’s explore how I can help you achieve your goals.

Financial Management
Business Planning & Strategy
Business Modeling
Performance Optimization
Financial Modeling
Management Consulting
Financial Planning
Strategic Planning
$30 hourly
Yuliya B.
- 0.0/5
- (0 jobs)
I help businesses make smarter financial decisions through clear, accurate, and customized financial models. As a financial professional with 6 years of experience, I specialize in: • Building dynamic financial models for startups and SMEs • Budgeting, forecasting, and financial planning • Management accounting and performance tracking • Cash flow analysis and business unit profitability I use tools like Excel, Google Sheets, and industry best practices to deliver results that help clients raise investments, reduce risk, and improve financial efficiency. Whether you need a detailed 3-statement model, a cash flow forecast, or an investor-ready financial plan — I’ve got you covered. Let’s work together to turn your numbers into strategy!

Financial Management
Accounting Basics
Bookkeeping
Accounting
Management Accounting
Analytical Presentation
Management Consulting
Financial Planning
$19 hourly
Sergiy A.
- 4.3/5
- (8 jobs)
• Results-oriented executive with experience from business startups through strategy formulation up to successful execution. • Wide experience with the international companies, and international standards of business; • Familiar with the following accounting software: SunSystem, AXAPTA Navision, Scala 5, SAP/R3, Xero.com, QuickBooks; • Strong skills in using a personal computer (Hardware and Software). • Member of Ukrainian Federation of Professional Accountants and Auditors (UFPAA) since 2004 • Member of Auditors Union of Ukraine (AUU) since 2005 Specialties:Accounting (UA GAAP, US GAAP, IAS/IFRS), Internal Audit, Internal Control (SOX-404), Corporate Finance, IT, Board member experience, International financing including international syndicated loans, private placement and IPO.

Financial Management
Financial Modeling
Cost Accounting
Xero
Internal Auditing
Business Plan
Financial Accounting
Intuit QuickBooks
Accounts Payable
Account Reconciliation
SAP
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