Hire the best Financial modelers
Check out Financial modelers with the skills you need for your next job.
- $95 hourly
- 4.8/5
- (28 jobs)
I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.Financial ModelingFinancial Policies & ProceduresInsurance & Risk ManagementCorporate GovernanceStartup ConsultingBusiness Planning & StrategyCash Flow AnalysisFinancial AccountingCash Flow ModelingPro Forma StatementFinancial Analysis - $195 hourly
- 5.0/5
- (324 jobs)
Hi! Upwork uses my first name, Royce, but I go by Aaron (my middle name). I am a quantitative /systematic trader that also helps others with all things related to running algorithmic trading systems. This includes tasks such as system modeling/backtesting, data collection/storing, signal processing based on technical indicators, portfolio and position risk management, etc. I am a skilled programmer that writes well documented and organized code that is easy to follow and build upon. I provide even more value with my trading knowledge and experience. I've contributed to hundreds of successful projects to date, and look forward to taking on many more. Some of my specialties includes using QuantConnect (where I am a recommended consultant), Interactive Brokers API integration, TradeStation, and TradingView. I've learned a lot about technical analysis going through the Chartered Market Technician (CMT) program where I've passed all three of the exams on my first try. I'm currently working on becoming a chartered member. My past and current clients include investment/financial advisors, portfolio managers, CTAs, and professional traders. I also work with individuals that are just getting started in trading. Check out the testimonal below to see what an active client who manages around 150M+ AUM had to say about working with me. If you are interested in learning how to write algorithms for QuantConnect, I've created a training course of 22 different algorithms that I explain in 27 videos, almost 17.5 hours of instruction. Message me if you are interested, and I can send you more information.Financial ModelingTrading StrategyTrading AutomationFinancial TradingDerivatives TradingQuantitative FinanceQuantitative AnalysisProject Risk ManagementForex TradingQuantitative ResearchAlgorithm DevelopmentPythonCryptocurrencyInvestment ResearchFinancial Analysis - $40 hourly
- 5.0/5
- (7 jobs)
Consumer internet and CPG finance executive with Financial Planning and Analysis (FP&A) core experience and cross-functional experience in Analytics, e-commerce, Business Development and Corporate Development.Financial ModelingCompany ValuationCash Flow AnalysisGoogle SheetsIntuit QuickBooksGoogle AnalyticsFinancial AnalysisFinancial AccountingFinancial PlanningData AnalysisManagement AccountingMicrosoft Excel - $25 hourly
- 4.6/5
- (82 jobs)
"Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax FilingFinancial ModelingVisual Basic for ApplicationsData AnalysisGoogle DocsBookkeepingXeroFinancial AnalysisBusiness WritingBusiness PlanWave AccountingIntuit QuickBooksBalance SheetBank ReconciliationFinancial AuditMicrosoft Excel - $500 hourly
- 4.6/5
- (16 jobs)
Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.Financial ModelingBudget PlanningBudgetForecastingConstructionCash Flow AnalysisSaaSNonprofit OrganizationCorporate FinanceFinancial ReportingFinancial ManagementCPAFinancial AnalysisGAAPInternal Control - $150 hourly
- 4.9/5
- (120 jobs)
Former TradeStation EasyLanguage Engineer who answered 17,000+ TradeStation EasyLanguage Forum questions for Traders and Developers. Developed thousands of strategies/indicators and the most advanced products available which enhance automated trading. Degreed Electrical Engineer with a MBA. I am thoroughly versed in TradeStation nuances and I build on a strong foundation of listening to the customer, bringing clarity to the issues, and finding solutions to the problems. I ask the questions that help you rigorously define your project and decide if it is possible, affordable, and ultimately, desirable. There are many paths that can be taken when writing code. How the code is written can impact how efficiently your strategy trades. Having been exposed to so many other trader's and developer's code and to finding solutions for their issues, I bring a broad perspective to coding and a deep understanding of just how to effectively and quickly code in TradeStation EasyLanguage while avoiding non-obvious pitfalls.Financial ModelingTradeStationEasyLanguageObject-Oriented DesignStatistical AnalysisSix SigmaFinancial Analysis - $150 hourly
- 5.0/5
- (151 jobs)
Howdy! I am a seasoned commercial real estate advisor specializing in contract creation/negotiation and investment analysis that also loves helping businesses grow and develop new strategies from a high-level technical standpoint, whether it's product development or financial strategy. I'm looking forward to hearing what your goals are and assisting you in your project. —$1B+ in real estate asset underwriting and due diligence —Real estate tech co founder x2 (data science and valuation) —10 years in real estate development, management, legal & financial advisory —7 years web product development and deployment —4 years blockchain governance and innovationFinancial ModelingReal Estate AppraisalContract DraftingReal Estate LawContract LawFinancial AnalysisCommercial LeaseFinancial ProjectionReal Estate Financial ModelingBlockchainStartup ConsultingCardanoReal Estate Investment AssistanceLegal AgreementReal Estate - $175 hourly
- 4.8/5
- (113 jobs)
I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.Financial ModelingTax StrategyXeroIntuit QuickBooksFinancial AnalysisIncome StatementGAAPBookkeepingTax ReturnTax Planning & Advisory - $160 hourly
- 5.0/5
- (143 jobs)
My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!Financial ModelingVLOOKUPFinancial AnalysisCPABookkeepingData AnalysisMicrosoft PowerPointTableauMicrosoft ExcelData VisualizationGoogle SheetsIntuit QuickBooks - $20 hourly
- 4.7/5
- (23 jobs)
*Certified Public Accountant, Expert in Accounting Systems such as BizBox, QuickBooks, PeachTree, and Excel Accounting Workbooks *Inventory Management Expert *Business Start-Up Consultant *Accounting and Internal Controls Process Flow Consultant *Financial and Business Analysis Expert *Powerpoint Business Presentation Expert As a Certified Public Accountant, I provide tax computation and advisory. I can also offer all around accounting, bookkeeping, systems designs, internal control set up, audit, streamlining of processing and financial analysis. As Inventory Management Expert, I can design inventory process flow customized to your business needs. I can design forms, templates and inventory reports that will optimized inventory efficiency and minimize inventory holding cost. With the innate nature of the loving challenge, I welcome start-up businesses and troubleshooting tasks that will put my more than 15 years of work experience to good use.Financial ModelingQuickBooks OnlineInventory ManagementFinancial AnalysisCost AccountingFinancial AccountingBusiness ManagementCorporate TaxBusiness AnalysisBookkeepingBusiness Modeling - $95 hourly
- 5.0/5
- (183 jobs)
Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales, with over 58,000 units during a 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications, including construction loans, tax-exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.Financial ModelingConstructionMicrosoft WordFinancial PresentationReal EstateValuationMicrosoft ExcelFinancial Analysis - $50 hourly
- 5.0/5
- (30 jobs)
Hello, I'm a business-finance bachelor's graduate - I have worked with various clients in different industries - Consulting, Healthcare Group, Law Firm, Real Estate, E-Commerce, Staffing, etc. from the admin to the accounting & finance side. I have the eagerness to learn, I work independently, with excellent communication and analytical skills, creative-working, and time management. Here are some of my previous professional experiences: - M&A analyst; from market, industry research and revenue estimation, sourcing, etc. - Processed 200+ invoices, petty cash, checks, reimbursements, and working with various vendors. - AP/AR accounts reconciliation, unclaimed checks, etc. - Assisted the CA Relief Grant program for the disbursement to the grantees ($1.5b in total). Technical proficiency includes NetSuite, Quickbooks, Sage Intacct, Invoiced, Clio, Freshdesk, Stripe, Concur, Authorize.net, Salesforce, G-Suite, PointClickCare, Microsoft Office, including MS Word, Dynamics, Outlook, Excel, Access, PowerPoint, and Adobe Cloud, Zoom, Asana, Airtable, Slack, DealCloud. Excited to work with you!Financial ModelingGeneral LedgerJournal EntriesInvoiceBill.com Accounts PayableAccountingPurchase OrdersSalesforceBookkeepingMicrosoft ExcelIntuit QuickBooksOracle NetSuiteAccounts ReceivableAccounts PayableBank ReconciliationInvoicing - $100 hourly
- 5.0/5
- (64 jobs)
I am a full-time freelancer and I love to help clients make data-driven decisions for their businesses. I previously worked in management consulting and have an an MBA in finance and an MS in data analytics. My strengths are in financial analysis, financial modeling & forecasting, other Excel or Google Sheets-based reporting/forecasting and modeling, and data visualization in Power BI, Google Data Studio, Tableau, or Excel/Google Sheets. If you have ever thought something like the following, I'd love to help you! "I wish I knew which products I should invest in and which ones I should cut" "I wish this data set could tell me _________" "I wish I had a better understanding of my cash outlook" "I wish I had a better BI dashboard to share with my team" "I wish this Excel model made me cry less" As a consultant I know the importance of being highly dedicated to client satisfaction, as you can see from my currently perfect 5.0 star review average and 100% Job Success Rate!Financial ModelingMicrosoft PowerPointAccounting Principles & PracticesMicrosoft Power BI DevelopmentData AnalysisRelational DatabaseMicrosoft Power BI Data VisualizationData VisualizationRMicrosoft ExcelGoogle SheetsMicrosoft Power BIFinancial AnalysisLooker Studio - $25 hourly
- 4.9/5
- (35 jobs)
Do you like to play games? Ever lost track of score? Games are pointless without numbers. Business is an economic game. This is where I come into play. I keep and analyze scores, so that you can focus on winning the game. Being a Fellow Chartered Certified Accountant and financial analyst with 15 years of work experience (30,000 work hours) doesn't make me special. What makes me different is that I make difficult things easy and help you understand what your numbers are telling. So I solve the following problems for my clients: - Accounting / Bookkeeping - Fractional CFO - US Federal & State Tax Filings; Payroll - Sales Tax Filings - Diligence & Audit - Business Valuation / Equity Valuation - Investment Analysis / Stock Analysis - Forecasting / Projections - Budgeting & Variance Reporting Do you want to talk about your business with me? I am an avid listener and love to meet people.Financial ModelingEcommerceFinancial AuditInternal AuditingFinancial AccountingChart of AccountsFinancial AnalysisFinancial ProjectionBusiness ValuationBank ReconciliationFinance & AccountingAccounts ReceivableAccounts PayableIntuit QuickBooksBookkeeping - $80 hourly
- 5.0/5
- (30 jobs)
I am experienced in all areas of finance with great analytical skills. I am a certified tax consultant in Germany.Financial ModelingFinancial AnalysisTax LawAccounting BasicsTax Planning & AdvisoryFinancial ReportingBookkeepingFinancial AccountingTax ReturnBank ReconciliationAccount ReconciliationAccounts Receivable - $20 hourly
- 5.0/5
- (15 jobs)
I Know YOU are Looking 🔍 For a Content Writer! I was a content writer before ChatGPT came. I have a degree in Marketing 🎓 and 5 years of experience in the industry 💼, and I helped many businesses sell their products with my compelling copy. I have worked with: E-commerce Businesses 🛍️ Media and News Publishing Companies 📰 Brokerage Firms 💹 And helped them create: Sales Copy 📈 Marketing Copy 📣 Social Media Content 📱 Email Marketing Strategy Landing Pages Articles and Blogs ✍️ Products Descriptions🏷️ YouTube Scripts 🎬 Financial Content 💲 If you are looking for a Rockstar SEO Content Writer, Well, you are at the right place 🌟. Why Me? Crafting Words ✍️ that Connect: Elevate your brand's voice with my expert Content Writer services 📝. Your Message, Amplified 🗣️: I blend creativity and strategy to turn your ideas into compelling stories 🌐. Words That Work Wonders: Let me help you engage, persuade, and convert your audience with impactful copy 🎯. From Concepts to Conversions: My copywriting skills turn your business goals into persuasive narratives 🌟. Elevating Brands, One Word at a Time: Partner with me for a copy that resonates and delivers results 🔝. And Most Importantly! I am super cool to work with 😎 and don't mind reviewing a draft if it doesn't click you in the first look. If you reached this far 👀 , I am sure you don't wanna risk it to go somewhere else. Let's Connect 🤝 and Take your Content Marketing game to NEXT LEVEL! 🚀Financial ModelingTechnical AnalysisForex TradingArticle WritingBlog ContentAI Content EditingAI Content WritingContent RewritingContent EditingSurfer SEOOn-Page SEOSEO Keyword ResearchSEO WritingContent WritingFinancial Analysis & ValuationFinancial Writing - $12 hourly
- 3.9/5
- (497 jobs)
I am a professional Credit Repair Specialist. For the last 10 years, I have worked with the Different Company of the USA. I can do credit repair work Manually and on Credit Repair Cloud & Client Dispute Manager & Dispute Fox & Dispute Panda & Dispute Bee. I can analyze all types of credit reports some are Experian.com, Equifax.com, Transunion.com, Identityiq.com, privacyguard.com, creditkarma.com, smartcredit.com etc. The services I provided to the company: 1. EX, EQ, TU Letter Making with new custom statement for every client. Making New template and adding them by coding into CRC. 2. Using Effective Template and Item selection to get them deleted fast and boost the score 3. Mailing letters and documents through Letter Stream & Hello Fax 4. Complain form filling and submitting on Federal Trade Commission 5. Attorney General, CFPB & LEXIS-NEXIS complain form filling and submitting 6. Database Update and weekly working progress report generate 7. Emailing client and give customer support 8. Team Management 9. Giving partially customer support via phone and full support via email / social media I have completed my Master in Computer Sciences. I have also expertise in using MS Office, Google Suite, Dropbox, Pipedrive, Fax software, Hootsuite, Trello, & Sl@ck. I hope I have the experience and skills to do your job successfully.Financial ModelingBoostClassifieds PostingCredit ReportAdministrative SupportFinancial AnalysisCredit RepairData AnalysisMicrosoft Excel PowerPivotFile MaintenanceCredit ScoringAd PostingData EntryMicrosoft ExcelMicrosoft Word - $200 hourly
- 4.9/5
- (39 jobs)
I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.Financial ModelingVisual Basic for ApplicationsCompetitive AnalysisForecastingBusiness PlanFinancial Analysis - $75 hourly
- 5.0/5
- (172 jobs)
Let's face it, no matter what facet of the business world you work in, writing probably isn't your "thing." That's OK, because it is mine, and my job is to make your marketing easier. I am a native English speaker, born and raised in the Southwestern United States, and specialize in content creation and editing in the real estate, finance and investment, and general business sectors for clients around the world. Clients include Arrived Homes (fractional real estate investing), Basic Property Management, Concreit (fractional real estate investing in debt), Crexi, Lendai (real estate lending platform), NAS Investment Solutions (1031 exchanges), Obie (insurance), RealtyMogul, Roofstock, Stessa, and various other firms in the investment real estate, property management, insurance, and accounting industries. There are two pricing packages to choose from, depending on your objectives and budget. Feel free to content me for a customized quote for your project. BASIC The Basic content creation package is best for those who prefer to do their own keyword research and SEO, and who may be working with a more limited budget. Flat-rate pricing for basic content creation includes the following: • Blog post length as specified by client (minimum fee may apply). • Content processed through Copyscape to prevent accidental plagiarism or duplication. • Meta title and description. • Content delivered in a Word or Google document format with H1, H2, and H3 header formats. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. BUSINESS The Business content creation package is best for those concerned with optimizing keyword use and SEO, article tone of voice, and who have a more robust budget. Flat-rate pricing for business content creation includes the following: • Keyword selection based on search phrase or specific keyword(s) selected by client. • Blog post length as specified by client (may be slightly longer at no extra charge), or I can make recommendations for length based on competition research from Clearscope. • Use Clearscope to help produce content that is highly relevant to what people are searching for, • to drive organic traffic. • First, second, or third person voice (client choice). • Post structured with headings H1, H2, H3, etc. • Keyword analysis report to identify secondary and LSI keywords is provided to client for future content ideas • Meta title and description. • Final article run through Grammarly for content improvement suggestions and verify tone of voice. • Final article run through Copyscape to check for and prevent accidental plagiarism. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. After over 25 years in the business, I know the real estate industry inside and out and have personally brokered tens of millions of dollars worth of real estate sales and lease transactions for my clients and for my own portfolio in retail, office, industrial, single-family and multi-family residential income properties, and in raw and subdivided land. I have been awarded the Certified Commercial Investment Member (CCIM) designation, one of the most prestigious professional certifications one can earn in commercial investment real estate. It never hurts to talk, so feel free to contact me if you have a content creation project you'd like to discuss.Financial ModelingFinancial AnalysisContent DevelopmentContent CreationProperty ManagementInvestment ResearchReal Estate MarketingCase StudiesBlog WritingSearch Engine OptimizationContent WritingArticle WritingCopywritingEnglishReal Estate - $75 hourly
- 5.0/5
- (24 jobs)
I am a finance and accounting professional with 15+ years of experience, including an audit background in Big4. I currently serve as a CFO, specializing in industries including SaaS, E-commerce, Gaming, IT Service and Manufacturing. I am Fractional CFO equipped to optimize your finance department or build one from the scratch: - Accounting - Financial reporting (standalone and by projects) - Budgeting - KPI dashboards - Automation and process set up. In my work I use Odoo (open source business apps) that cover all company business process. In addtition, I have deep expertise in Financial modeling for existed projects and startups. Over the past few years, I have specialized in raising financing for startups by extensively creating financial models and developing investor pitches , VC presentations. In addition to my experience and personal qualities, I have a solid educational background in finance, and I have Advanced Diploma in accounting and business from ACCA (Associate Chartered Certified Accountant)Financial ModelingFinancial PlanningCompany ValuationBudgeting & Forecasting SoftwarePitch DeckEcommerceXeroFinancial AnalysisOdooFinancial ReportingFinancial AccountingCash Flow AnalysisFinancial ProjectionBalance SheetChart of Accounts - $65 hourly
- 5.0/5
- (35 jobs)
Hello! I'm Tiago Ladeia - a seasoned investment professional with hands-on experience in investment banks, corporations, startups, and venture funds. I've seen the game from every angle, and now I use this experience to ensure success for my clients and the funds I manage. At present, I'm dedicating my time to leading Experian Venture's LatAm Fund and as an advisor for startups, family offices, and investment funds, both here on Upwork and through my firm, Venturama. I've been on all sides of the table - as a startup operator, an investment advisor, and an investor, participating in many financing rounds and investment decisions. This unique point of view empowers me to deliver balanced, very technical, but truthful advice, which I've observed can sometimes be lacking, even though it is essential in high-stakes situations. My goal is to make sure you achieve the best possible outcome in your business endeavor. Whether you're an investor assessing a new venture opportunity, or a startup founder needing help in a fundraising round, I'm here to support you. We'll navigate this journey together, and I'll ensure you are always on the right track. Typically, my clients seek guidance in the following areas: 1. Startup Fundraising Rounds (Sell-side Advisor): I share insider knowledge on institutional investor fundraising to maximize your chances of success. This includes (a) feedback on investment documents like pitch decks, info memos, and financial models; (b) helping you evaluate term sheets; (c) creating materials for your fundraising campaign; (d) helping you plan your fundraising round. 2. Startup Finances (Consultant): I thoroughly analyze your startup's financial situation and suggest potential improvements or even a turnaround strategy. Think of it as a CFO-as-a-service approach. 3. Investment Analysis (Buy-side Advisor): I help evaluate investment opportunities through quantitative and qualitative lenses to support decision-making. Sounds like a fit? Let's hit the ground running! Click that green 'Hire/Invite' button at the top of this page, and let's make great things happen together.Financial ModelingCorporate FinancePitch DeckStartup ConsultingStartup PitchbookVenture CapitalInvestment StrategyFinancial PresentationVenture Capital ConsultingStartup CompanyFinancial AnalysisFinancial PlanningCompany ValuationFinancial Projection - $75 hourly
- 5.0/5
- (79 jobs)
As a licensed CPA actively working in public accounting, I have a wide variety of exposure to different accounting topics. With years of QuickBooks experience and expertise drafting GAAP-compliant financial statements, I'm your go-to CPA for all things business, accounting, and tax. Not sure on the extent of service you need? Reach out today to chat. Let's get to business!Financial ModelingBookkeepingAccounting BasicsCPAData EntryFinancial AnalysisIntuit QuickBooksFinancial AccountingIncome StatementPayroll AccountingMicrosoft ExcelBalance SheetBank ReconciliationAccount Reconciliation - $35 hourly
- 5.0/5
- (49 jobs)
About Me Hi, I am a Business Graduate specialized in Accounting and finance with more than 8 years of professional experience including 5 years of U.A.E experience with Multinational companies. Work Ethics: I am honest, reliable, and believe in attention to details, I understand the client's data confidentiality so I am open to signing an NDA if it is required by the client. Experience Highlights: I have excellent skills in Handling accounts by using different Accounting Softwares like -QuickBooks Online, -QuickBooks Desktop Version -Zoho Books, -Xero, -Wave Accounting, -Tally ERP 9.0, -ERP Next Accounting & Bookkeeping includes the following: Chart of Accounts Set up. Account Receivables / Account Payables Management Sales / Purchase Invoicing Bank Reconciliations Journal Entries Month / Year-End Closing Financial Statements 30 minutes Free Consultation to understand the client's requirement before the start of the project. Please contact me through the Upwork messenger to set up an appointment.Financial ModelingFinancial AnalysisZoho CRMXeroWave AccountingIntuit QuickBooksBookkeepingAccountingAccounting SoftwareAccounting BasicsAccount ReconciliationBank ReconciliationZoho BooksFinancial Report - $30 hourly
- 4.8/5
- (6 jobs)
I am a well-rounded Business professional who was born and raised in Belize. I'm bilingual and have been a successful entrepreneur as well as customer service representative, technical support specialist and Executive Administrator. I currently specialize in Data Analytics and Corporate Financial Analytics. I can help you manage your database, analyze data to determine company KPI measures, run ad-hoc reports, and create beautiful data visualizations for easy interpretation. I enjoy working with new people and helping others succeed. Here is a bit about my skills and how I can help you make your business more data-driven and efficient: Analytical and results-oriented professional with a Bachelor of Business Administration in Finance and a Master of Business Administration candidate. * Possess basic knowledge of finance procedures with capability to drive out inefficiencies through data analysis and process improvement. * Effective Communication and Problem Solving: Superior communication, collaboration, and interpersonal skills along with ability to build long-lasting relationships with clients and internal / external parties. * Excellent problem solver with tactical vision and confirmed ability to identify root causes of problems and devise efficient solutions while multitasking in a fast-paced work environment.Financial ModelingIncome StatementIntuit QuickBooksIBM Cognos TM1Accounts PayableAccounting BasicsFinancial ReportInvoicingMicrosoft Dynamics 365Accounts Receivable ManagementFinancial AnalysisFinancial Variance AnalysisData InterpretationTableauMicrosoft ExcelMicrosoft Power BI - $15 hourly
- 5.0/5
- (37 jobs)
An Accountant working in a multinational gas company in Bangladesh, with years of experience in Bookkeeping and Accounting, Financial Reporting, Reconciliations, General ledger Accounting, A/R and A/P management etc. A Quickbooks Certified Pro Advisor with a sound knowledge on IAS, IFRS and GAAP. I help set up Quickbooks for new businesses and also do bookkeeping on Quickbooks for my clients. 12 Years of experience in EXCEL, expert in designing handmade solutions and automation excel sheets through Excel Macros. Love to solve issues with complex formulas and methods through Excel. An accountant without excel expertise is not really an accountant.Financial ModelingXeroFinancial AnalysisBusiness PlanFinancial ReportingIntuit QuickBooksBookkeepingGeneral LedgerBudget ManagementAccounts PayableAccounts ReceivableBank ReconciliationMicrosoft Excel - $55 hourly
- 4.8/5
- (113 jobs)
A Highly Skilled and Top Rated Financial Analyst & Excel Expert for the past 4 years at Upwork. I have more than 7 years of experience in the field of Accounting and Finance. I have more than 5 years of experience in Financial modeling and Quick Books accounting, Further i have MBA major in Finance and have more than 7 years of experience in Advanced MS Excel. I have worked for several companies where my major responsibility were: ✔) Building Simple and Complex Financial Models Using Excel for Startup Businesses, Existing Private Companies and Public Listed companies ✔) Projecting financial statements based on assumptions provided by client/industry standards/historical trends ✔) Flexible Dashboard Development to control the whole model ✔) Highlighting micro & macro-economic changes that can significantly impact the profitability and other financial ratios of company ✔) Designing PowerPoint Presentations to support the models developed ✔) Other day to day tasks like financial statements conversion from PDF to Excel, Consolidating existing financial models At Upwork i have worked for more than 50 clients and developed 100+ fiancnial models for clients from USA, Australia, UK and KSA. I have also transformed large sets of data into meaningful and insightful information by using excel functions. I have more than 7 years of professional Experience in Advanced MS Excel. I have full command over MS Excel functions and features, can perform the following tasks with ease. ✔) Data Analysis (Sales, Financial, Marketing and HR Data Analysis) ✔) Dashboard Development ✔) Inserting Excel Formulas ( V-Lookup, H-Lookup, Simple Lookup, If Condition, Logical Tests, Sum-if, Count-if, Array, Index, IRR, NPV, PV, FV, Concatenation and many other functions ) ✔) Inserting Pivot Tables ✔) Interactive Charts Development ( Bar Chart, Thermometer Chart, Speedometer Chart, Line chart, Pie Chart, Area Chart, Waterfall Chart and many Other as per requirement ) ✔) Data Sorting, Splitting and Merging ✔) Duplicate Entries Removal and Highlighting ✔) Advanced data Filtration ✔) Macros Inserting ✔) Validating Data ✔) Locking and protecting cells ✔) Automating the excel sheet ✔) Use of Developer Tools ✔) Conditional Formatting I am not limited to perform the above mention tasks, can perform many other complex tasks as well, through the combination of different functions in MS Excel. I pursue problem solving & Analytical Skills, always try to find innovative solutions to problems that can be helpful in future as well, I am a quick learner have urge to learn new things, very good with numbers & numerical analysis, ability to find required data through internet research. I am pleased to offer my help. Thank You! Regards, Waqar AfzalFinancial ModelingSalesforceAutomationForecastingFinancial Analysis & ValuationGoogle SheetsBudget PlanningLooker StudioMicrosoft OfficeData AnalysisMicrosoft Power BIMicrosoft ExcelFinancial AccountingIntuit QuickBooks - $50 hourly
- 5.0/5
- (14 jobs)
Industrial Engineer with experience in Business Intelligence projects. Clear indicators of analytical capacity, proactivity, and results orientation with a data-driven approach. I have proficiency in Tableau, Qlik Sense, Power BI, Data Studio, BigQuery, MySQL, Python, and R. Willing to learn new technologies and take new challenges. In charge of many BI projects such as building DWH, forecasting models, data cleansing, Data Governance and Web ScrapingFinancial ModelingFinancial AnalysisData AnalysisBigQueryData ModelingData CleaningData ScrapingLookMLData ScienceOptimization ModelingLookerData VisualizationTableauLooker StudioSQLQlik Sense Want to browse more freelancers?
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