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  • $40 hourly
    Experience of 10 years in Excel and Googlesheet Automation and designing. Proficient in using: • Microsoft Excel, Google Sheets, Zoho Sheets • Quickbooks, Xero, Zoho, Odoo Thorough knowledge in fields: • Bookkeeping and Finalization of books of accounts with CPA. • Preparing Business Purpose Dynamic Dashboards • Power BI and Presentation • Macros | VBA / App Scripts • Charts / Graphs • Pivots, Lookup Formulas • Array Formulas / Solver Functions • Many other complex tasks in Spreadsheet. Let's get connected!
    Featured Skill Financial Modeling
    Finance & Accounting
    Financial Accounting
    Financial Analysis
    Financial Planning
    Google Sheets
    Data Entry
    Accounting Software
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
    Tax Return
    Zoho Books
  • $40 hourly
    Empowering Your Financial Success with Expertise and Innovation I bring over 7 years of experience in finance, offering tailored solutions in Financial Modeling & Reporting, Accounting & Bookkeeping, and Data Management & Reporting. My skill set is complemented by excellent communication and a robust command of Excel and Google Sheets. Core Skills and Competencies: - Technological Proficiency: Leveraging advanced technologies to enhance efficiency and accuracy. - Financial Modeling & Analysis: Specializing in forecasting, budgeting, and scenario planning. - Effective Communication & Flexibility: Strong listening skills and adaptability to evolving industry standards. - Comprehensive Financial Reporting: Expertise in crafting detailed financial statements and management reports. - Advanced Spreadsheet Skills: Mastery of Microsoft Excel, VBA programming, macros, and Google Sheets. - Prompt Project Completion: Reliable delivery of accounting and bookkeeping tasks, from journal entries to financial analysis. - Team Collaboration & Adaptability: Thriving in collaborative environments. - Leadership & Ownership: Taking initiative and responsibility in project management. - Business Insight & Analytical Thinking: Providing strategic insights and thorough analysis for business associates. - Problem-Solving Expertise: Commitment to finding optimal solutions for every challenge. Education and Certifications: - Chartered Accountant (CA) with a focus on Finance - Bachelor's degree in Accounting from Gujarat University - Certification in Google Sheets - Advanced expertise in Excel, including pivot tables, macros, and VBA programming - Proficient in data analysis and visualization tools like Power BI and Tableau Your financial success is my mission. Let’s partner to achieve your goals with proficiency and precision.
    Featured Skill Financial Modeling
    Business Analysis
    Business Plan
    Fundraising Presentation
    Equity Valuation
    Financial Analysis & Valuation
    Investor Overview
    Venture Capital Consulting
    Feasibility Study
    Financial Consulting
    Pitch Deck
    Startup Consulting
    Real Estate Financial Model
    Financial Model
  • $20 hourly
    𝐔𝐩𝐰𝐨𝐫𝐤 𝐓𝐨𝐩-𝐑𝐚𝐭𝐞𝐝 𝐅𝐫𝐞𝐞𝐥𝐚𝐧𝐜𝐞𝐫 | 𝟏𝟎𝟎% 𝐉𝐨𝐛 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 | 𝟒𝟎+ 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 | 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐟𝐨𝐫 𝟔𝟓+ 𝐜𝐥𝐢𝐞𝐧𝐭𝐬, 𝐡𝐚𝐧𝐝𝐥𝐢𝐧𝐠 𝟏𝟎,𝟎𝟎𝟎+ 𝐦𝐨𝐧𝐭𝐡𝐥𝐲 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧𝐬 Hello, 𝐈 𝐚𝐦 𝐚 𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐈𝐧𝐝𝐢𝐚) 𝐚𝐧𝐝 𝐂𝐏𝐀 (𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚) 𝐰𝐢𝐭𝐡 𝐨𝐯𝐞𝐫 𝟏𝟐 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐢𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠, 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 & 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐥 𝐀𝐮𝐝𝐢𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬. I possess extensive experience working across diverse sectors including: ▶️ Consumer & Capital goods manufacturing ▶️ Travel and tour operations ▶️ Restaurant industry ▶️ Digital Marketing & IT Company ▶️ Securities brokerage ▶️ Real estate development ▶️ KPO Competencies: A. Accounting and Book Keeping 1. All transactions accounting/data entry 2. Payroll Transactions 3. Accounts Payable (AP) 4. Accounts Receivable (AR) 5. Fixed Assets Management 6. Reconciliation (Bank, Credit Card, AR, AP) 7. General Ledger Review 8. Financial Statement Preparation 9. Monthly, Quarterly, and Annual Financial Reporting 10. Financial Assessment Reports B. CFO Support Services 1. Cash Flow Projection (Weekly / Monthly) 2. Budgeting & Forecasting 3. Financial Modeling 4. Variance & Scenario Analysis 5. Costing 6. Ratio Analysis 7. Break-even, Sensitivity Analysis 8. KPI Development 9. Drafting of Standard Operating Procedure (SOP) 10. Design of Internal Financial Control 𝐈 𝐡𝐚𝐯𝐞 𝐡𝐚𝐧𝐝𝐬-𝐨𝐧 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐢𝐧 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐁𝐀𝐒 𝐟𝐢𝐥𝐢𝐧𝐠, 𝐒𝐌𝐒𝐅, 𝐚𝐧𝐝 𝐓𝐚𝐱 𝐑𝐞𝐭𝐮𝐫𝐧 𝐟𝐢𝐥𝐢𝐧𝐠 𝐡𝐚𝐯𝐢𝐧𝐠 𝐬𝐞𝐫𝐯𝐞𝐝 𝐚𝐩𝐩𝐫𝐨𝐱𝐢𝐦𝐚𝐭𝐞𝐥𝐲 𝟓𝟎 𝐭𝐨 𝟔𝟎 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐰𝐨𝐫𝐥𝐝𝐰𝐢𝐝𝐞. 🚩United Kingdom 🚩United States 🚩Canada 🚩Australia 🚩South Africa 🚩Newzealand I understand Global Accounting Regulations & Tax Laws. I regularly contribute to the CPA (Australia) member connect forum. We serve several clients (including CPA and CAANZ firms) in Australia. 𝐈 𝐚𝐦 𝐟𝐚𝐦𝐢𝐥𝐢𝐚𝐫 𝐰𝐢𝐭𝐡 𝐚𝐥𝐥 𝐜𝐥𝐨𝐮𝐝 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐥𝐢𝐤𝐞 🧾Xero 🧾QuickBooks 🧾MYOB 🧾Fathom 🧾Zoho Books 🧾SAP 🧾Tally Prime 🧾Freshbooks 🧾Clearbooks 🧾Sage 🧾Oracle NetSuite, etc. 𝐖𝐞'𝐫𝐞 𝐚 𝐭𝐞𝐚𝐦 𝐨𝐟 𝟓𝟎+ 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 𝐚𝐭 𝐓𝐞𝐜𝐡𝐧𝐨𝐯𝐢𝐥𝐥𝐞 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭𝐬 𝐬𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐳𝐢𝐧𝐠 𝐢𝐧 𝐩𝐫𝐨𝐯𝐢𝐝𝐢𝐧𝐠 𝐎𝐟𝐟𝐬𝐡𝐨𝐫𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 & 𝐂𝐅𝐎 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬. I'm heading the accounting division & I will be the one-point coordinator on this project. 𝐖𝐡𝐲 𝐓𝐞𝐜𝐡𝐧𝐨𝐯𝐢𝐥𝐥𝐞? ✅ Client data security is paramount, and we have robust processes in place to safeguard your information. ✅ Ensure timely Deliverables ✅ Core Values: Excellence and Integrity ✅ Unfailing knack for concluding complex projects ✅ Building Long Term Relationships with clients. Let's connect through Upwork Chat to delve deeper into how I can contribute value to your project. I look forward to our discussion. Regards, Kalapi Shah Technoville Consultants
    Featured Skill Financial Modeling
    QuickBooks Online
    Xero
    Nonprofit Industry Consulting
    Fund Accounting
    Financial Analysis
    Accounting Advisory
    Revenue Management
    Finance & Accounting
    Management Accounting
    Microsoft Excel
    Account Reconciliation
    Financial Report
    Bookkeeping
    Accounting
  • $20 hourly
    Since 2019, I have collaborated extensively with CPA firms as a tax preparer and bookkeeper. My expertise encompasses both corporate tax returns and individual tax filings, including complex areas such as FBAR, FACTA, foreign income, personal stock, ESOPs, and more. About Nexout Outsourcing: Nexout Outsourcing Corporation offers a comprehensive suite of outsourcing services, supported by a team of skilled professionals, including U.S. bookkeepers, tax preparation experts, financial forecasting specialists, Certified Public Accountants (CPAs), and Chartered Accountants (CAs). We also provide specialized tax services, audits, and accounting solutions for Indian clients. Industries We Serve 📍 Restaurant 🏨 Motels/Hotels ⛽ Gas Station 🏢 Real Estate 🛒 E-commerce 💻 Digital Marketing Agency 🦷 Dental Clinic Core Competencies: 1. Tax Preparation & Filing: Expert preparation, review, and filing of 1040, 1065, 1120S, and 1120 tax returns 2. Bookkeeping & Financial Management: Comprehensive day-to-day bookkeeping, bank reconciliation, and review of monthly and yearly profit & loss statements and balance sheets, alongside detailed financial analysis 3. Year-End Account Finalization: Thorough finalization of accounts at the fiscal year-end 4. Sales Tax Compliance: Accurate filing of sales tax returns on a monthly, quarterly, and yearly basis 5. Financial Forecasting & Analysis: In-depth financial forecasting and analysis to support strategic decision-making 6. Payroll Management: Efficient management of payroll processes 7. Accounts Management: Proficient handling of accounts receivable and payable 8. Business Formation: Assistance with the formation of companies, LLCs, and partnerships 9. Budgeting & Strategic Planning: Development of budgets, balance sheets, profit & loss statements, and cash flow management for business loan proposals and strategic planning 10. Call to IRS and State Tax Department for Query resolution and notice reply. Tax Software Proficiency: - Drake - Pro Connect - My Tax Prep Office - Lacerte - Tax Slayer - ATX Bookkeeping Software Expertise: - QuickBooks Online - QuickBooks Desktop - Wave - Zoho - Tally Communication & Management Software - Slack - Canopy - Clockify - Microsoft Teams - SharePoint Feel free to reach out for any further information or assistance. CA Parth Sathwara Nexout Outsourcing Corporation
    Featured Skill Financial Modeling
    Forecasting
    QuickBooks Online
    Financial Reporting
    Microsoft Office
    Wave Accounting
    Bookkeeping
    Bank Reconciliation
    Tax Preparation
    Financial Audit
    Income Statement
    Tax Law
    Payroll Accounting
    Tax Preparation Software
    Balance Sheet
  • $50 hourly
    𝐖𝐡𝐲 𝐚𝐦 𝐈 𝐨𝐧 𝐭𝐡𝐢𝐬 𝐩𝐥𝐚𝐧𝐞𝐭 𝐄𝐚𝐫𝐭𝐡? ---------------------------------------- I believe every child is unique. But as they grow into adults, their inner child fades away, and so do their uniqueness and curiosity to learn. I am on a mission to awaken the child in you. 𝐇𝐨𝐰 𝐝𝐨 𝐈 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐦𝐲 𝐖𝐡𝐲? ---------------------------------------- 👉 𝗙͟͟𝗼͟͟𝗿͟͟ ͟͟𝗜͟͟𝗻͟͟𝗱͟͟𝗶͟͟𝘃͟͟𝗶͟͟𝗱͟͟𝘂͟͟𝗮͟͟𝗹͟͟𝘀͟͟: I strive to rekindle the spark of curiosity and creativity in every person I meet. By analyzing data, identifying problems, and providing feasible solutions, I help individuals rediscover their passion and potential. 👉 𝗙͟𝗼͟𝗿͟ ͟𝗢͟𝗿͟𝗴͟𝗮͟𝗻͟𝗶͟𝘇͟𝗮͟𝘁͟𝗶͟𝗼͟𝗻͟𝘀͟: I am dedicated to reviving the innovative spirit within organizations. My purpose is to drive expansion and prosperity by unleashing their latent capabilities through insightful analysis and strategic problem-solving. 𝐖𝐡𝐚𝐭 𝐚𝐦 𝐈 𝐝𝐨𝐢𝐧𝐠? ---------------------------------------- "𝑵𝒆𝒗𝒆𝒓 𝒕𝒆𝒂𝒄𝒉 𝒘𝒉𝒂𝒕 𝒚𝒐𝒖 𝒄𝒂𝒏'𝒕 𝒑𝒓𝒆𝒂𝒄𝒉." I constantly experiment and push my boundaries to stay true to this philosophy. Here's how: ✔️ 𝗣͟𝗲͟𝗿͟𝘀͟𝗼͟𝗻͟𝗮͟𝗹͟ ͟𝗗͟𝗲͟𝘃͟𝗲͟𝗹͟𝗼͟𝗽͟𝗺͟𝗲͟𝗻͟𝘁͟: I immerse myself in diverse fiction and non-fiction books, which serve as guideposts on less-travelled paths. I founded a community, "The Child in You, where I share insights from stories, books, movies, and real-life scenarios. This platform aims to empower us to forge our paths, free from the constraints of conventional norms. ✔️ 𝗣͟𝗿͟𝗼͟𝗳͟𝗲͟𝘀͟𝘀͟𝗶͟𝗼͟𝗻͟𝗮͟𝗹͟ ͟𝗚͟𝗿͟𝗼͟𝘄͟𝘁͟𝗵͟: I am honing my analytics, data analysis, and visualization skills to uncover the stories behind the numbers. As a Chartered Accountancy student, I embrace the perspective of an eagle, soaring high to gain a comprehensive view. I am passionate about forensics, business analysis, and investigation, which enable me to delve into the roots of problems. As a cherished dessert, financial analysis allows me to connect the dots, cultivate patience, and adopt a long-term vision. 𝐋𝐞𝐭'𝐬 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 ---------------------------------------- I am deeply fascinated by the question, "𝑾𝒉𝒚 𝒅𝒐 𝒑𝒆𝒐𝒑𝒍𝒆 𝒅𝒐 𝒘𝒉𝒂𝒕 𝒕𝒉𝒆𝒚 𝒅𝒐?" Every individual has unique experiences from which I can learn and grow. I am eager to connect with you, share insights, and collaborate on this journey of continuous learning and discovery. Would you like to join me?
    Featured Skill Financial Modeling
    Financial Analysis
    Finance
    Financial Accounting
    Data Visualization
    Data Analysis
    Data Analytics
    Analytics
    Microsoft Excel
    Power Query
  • $20 hourly
    I am a Chartered Accountant with over 6 years of work experience in the field of Accounts Management, Annual reports, Internal Audits, Analysis and valuations ,IFRS compliance, Payroll maintenance, Business valuations, Equity Research , Cost and Process Accounting, Inventory and WIP valuations , Audits and Financial Modeling. My vision is to provide to my clients a world class service with utmost integrity and transparency and help them grown in there business. I have been working with Listed entities and corporate clients with Ernst and Young (EY), having revenue of more than 100 millions USD in the areas listed above. I have relevant experience in the following industries: 1. Pharma 2. IT 3. E-commerce 4. Ports 5. Core manufacturing sector 6. Supply chain business I have been working on projects like accounts maintenance and audits in software like QBO, Xero, SAP - R1, SAP - FICCO Module, Tally ERP and Zoho books. I am a national level rank holder in one of the Chartered Accountancy exams. I have been awarded "Akshay Trivedi Memorial" award for Audit and Assurance and "VNS & BNS social welfare" award in Taxation. I am also a speaker on technical sessions on IFRS. I have also completed my Bachelors in Management Studies from Narsee Monjee College of Commerce and Economics, a premium business school in India. Currently I am working with M/S. K M Vora and Associates, Chartered Accountants at a Partner level, where me along with some of my previous colleagues from EY are handling international business in the above listed areas. Since starting of the firm in 2017, the firm has acquired client base across USA, England, Australia, United Arab Emirates (UAE) and India in the areas of Accounts Management, Bookkeeping, Annual reports, Financial Modeling, Equity Research , Risk Analysis ad valuations , IFRS compliance, Cost accounting , Inventory and WIP Valuations , Payroll maintenance and Audit Outsourcing. Currently we are working with one of the GLOBAL BIG 8, public accounting and audit firm for there clients annual compliance, book-keeping and audits. Our firm has offices in Dubai - United Arab Emirates and Ahmedabad in India. We are a registered firm with The Institute of Chartered Accountants of India, one of the most premier global institute. You can see our working style and pattern in the portfolio sections along with some sample projects we have done. Looking forward to hear from you.
    Featured Skill Financial Modeling
    Corporate Finance
    Risk Analysis
    Xero
    QuickBooks Online
    International Financial Reporting Standards
    Pricing Strategy Consulting
    Bookkeeping
    Budget Management
    Tax Return
    Accounting Basics
    Intuit QuickBooks
    Balance Sheet
    Financial Report
    Cost Analysis
    Account Reconciliation
  • $7 hourly
    Hello, I am Tejas Prajapati, a Chartered Accountant (CPA Equivalent), Certified QuickBooks Pro Advisor, with 7 years of hands-on experience working with diverse Industries. I Specialize in streamlining bookkeeping processes to ensure smooth operations. Service include: ✔Set up Clients in Quickbooks Online ✔Setting up of Chart of Accounts ✔Proper verification and categorization of transactions ✔Processing Invoices to Customers & Entering Purchase and expense Bills ✔Entering Bank Feed and Categorizing Transactions ✔Reconciling Bank ,Credit Card and Pay Pal Accounts Balances ✔Preparation of Invoices , Bill, Purchase order, Deposit and Expenses ✔Account Receivable and Account Payable Management ✔Inventory Management with complete Reconciliation ✔Month end close entries – Accrual , Prepaid allocation and Month end close adjustments ✔Preparing Balance Sheet, Profit & Loss Statement, Cashflow Statement and Other Reports Related to Account Receivable & Payable etc. My hands on expertise spans to diverse industries including: ✔Services Industries ✔Trading Businesses ✔Manufacturing Industries (with Inventory Management) Software I Use : ✔Quickbooks Online ✔Xero ✔Zoho ✔Wave ✔Tally ✔Spreadsheets (Excel/ Google) Please contact for aforesaid services. Looking forward to long term association... Thank you…
    Featured Skill Financial Modeling
    Microsoft Excel
    QuickBooks Online
  • $15 hourly
    Accounting is what I do best and you can take care of the rest!! I am Qualified Chartered Accountant from Institute of Chartered Accountants of India and Subject matter expert in Finance on Chegg. With Around 6 Years of Professional Work Experience I have an extensive background in the following areas : * Bookkeeping and Accounting services * Robust and Flexible Financial Modeling and Projections * Business Plans * Project Finance * Preparation of Financial Statements as per IFRS, US GAAP * Preparing MIS Reports * Tax Audits * Statutory Audit and Assurance Services * Internal Audit * Direct Taxation and Indirect Taxation (GST & VAT) * Risk Management * Prepared Various SOPs for Companies
    Featured Skill Financial Modeling
    Forecasting
    Taxes
    Financial Analysis
    International Financial Reporting Standards
    Bookkeeping
    Project Finance
    Financial Reporting
    Business Plan
    Microsoft Office
    Finance & Accounting
    Microsoft Excel
    Balance Sheet
  • $25 hourly
    🥇 Chartered Financial Analyst (CFA) with 6+ years’ experience in the financial services industry with a focus on Valuations, Pitch decks, Financial Modeling, M&A deals, other financial related analysis, etc. 🥇 Worked on 100+ valuation projects across various industries including SaaS, tech, e-commerce, startups, retail, services, manufacturing, logistics, transportation, etc. 🥇Closely engaged with a lot of PE and VC for raising funds, getting exits and tracking investments. 🥇Access to premium consulting databases such as Capital IQ, DealStats, BVR, IBIS, Kroll CoC. ✔ Business/Company Valuations: Comprehensive valuations with detailed reports for management, taxation, litigation, M&A, PPA, 409A, etc., utilizing methodologies like DCF, peer comparisons, and peer transactions. ✔ Intangible Asset Valuations: Valuation of individual intangible assets for proposed sale/purchase price allocation (PPA). ✔ESOP Valuations: Employing Binomial models, Black-Scholes, and Monte Carlo simulations for accurate ESOP valuations. ✔Financial Modeling: Crafting simple to complex financial models, including three-statement financials and visual graphs for startups, private, and public companies. ✔Data Screening Services: Extracting and analyzing data and multiples from peer companies and transactions using various databases. ✔Investor Presentations: Preparing quarterly and monthly updates on financial performance, key developments, and KPIs. ✔Pitch Decks & Presentations: Developing engaging pitch decks, teasers, and presentations for seed rounds, series rounds, fund raising, IPOs, M&A, and more, supported by thorough industry research. ✔Fractional CFO Services: Offering strategic financial planning, cash flow management, financial reporting, and performance analysis. ✔Model Review: Ensuring accuracy and logic in valuation and financial models through detailed review and verification.
    Featured Skill Financial Modeling
    Investment Banking
    Financial Analysis
    Chartered Financial Analyst
    Business Consulting
    Pitch Deck
    Finance & Accounting
    Financial Model
    Financial Analysis & Valuation
    Pitchbook
    Financial Projection
    Business Valuation
    Company Valuation
    Valuation
  • $65 hourly
    Detail oriented professional with track record of on time completion of assignments with accessible resources and detailed planning. My key strengths are financial analysis, business strategy, forecasting, operating business budgeting, capital expenditure budgeting, ROI calculation, variance analysis and cash flow projections
    Featured Skill Financial Modeling
    Budget
    Management Consulting
    Analytical Presentation
    Financial Planning
  • $30 hourly
    I am a chartered accountant (equivalent to CPA in US) and MBA from Tier I business school in India. A finance expert with more than 5 years of experience in the field. My services include: - Financial Statements drafting and FS Analysis - Financial modelling and valuation - Business plan preparation and financial forecasting - Accounting - Investment analysis and planning - Pitch deck for fund raising - Fund distribution waterfall I have worked on these aspects while working with following companies: 1. Deloitte (One of the big five auditing firms across the globe) 2. Grant Thornton (One of the big five auditing firms across the globe) 3. ReNew Private Limited (NASDAQ listed entity) Thanks for checking out my profile
    Featured Skill Financial Modeling
    Microsoft Excel
    Private Equity
    Equity Valuation
    Business Valuation
    Forecasting
    Budget Planning
    Investment Banking
    Financial Consulting
    Financial Reporting
    Financial Statements Preparation
    Financial Analysis & Valuation
    Cash Flow Modeling
    Finance & Accounting
    Business Plan
  • $40 hourly
    Finance Professional with more than 15 years of experience, from building accounting system to Analysis and put controls in place with Budgets & Reporting to multiple stake holders and measuring performance with optimization of Cost, simultaneously working with Big 4 Auditors for audit, due diligence, and Tax.
    Featured Skill Financial Modeling
    Financial Variance Analysis
    Cost Variance Analysis
    Cost Accounting
    Budget Planning
    Tax Planning & Advisory
    Tax Law Compliance
    Financial Accounting
    Financial Consulting
    Financial Projection
    Financial Management
    Finance & Law
    Financial Reporting
    Bookkeeping
    Financial Planning
  • $25 hourly
    As a Commercial Real Estate Financial Modeling Specialist with extensive experience in financial analysis, modeling, and forecasting, I bring a unique skillset to any project. With a deep understanding of real estate markets, financial concepts, and industry trends, I have successfully helped clients achieve their financial goals in a variety of projects. My expertise lies in developing complex financial models that allow clients to make informed decisions about their investments. From cash flow projections to scenario analysis, I have experience creating models that account for all relevant factors and provide accurate predictions for future performance. In addition to my technical skills, I have excellent communication and project management abilities. I understand the importance of clear and concise communication with clients, and I am committed to delivering high-quality work on time and within budget. If you are looking for a dedicated and skilled Commercial Real Estate Financial Modeling Specialist, RE Underwriting and RE Virtual assistant for your project, please don't hesitate to get in touch. I am confident that my expertise and experience can help you achieve your financial goals.
    Featured Skill Financial Modeling
    Underwriting
    Real Estate Acquisition
    Market Research
    Pitch Deck
    Financial Projection
    English
    Real Estate Financial Model
    Financial Planning
    Cash Flow Analysis
    Forecasting
    Commercial Lease
    Real Estate Investment Assistance
    Real Estate Appraisal
    Microsoft Excel
  • $15 hourly
    Hello, I am Smit Shah from India, a Chartered Accountant (equivalent to CPA). I work as a freelancer in Finance, Accounts & Book Keeping, Taxation, Financial Modeling and Analysis, Automation. I have a total of 7 years of experience. I have demonstrated a history of working in the Bookkeeping and Accounting field. • Countries served - U.K, USA, Australia & NZ, India, UAE, South East Asia, Middle East Africa etc., • Accounting Software expertise: SAP, QuickBooks, XERO, Tally, ZOHO Books, Wave, Netsuite, Sage etc. • Clientele includes companies engaged in the Profession services, Infrastructure sector, Utility projects, E-commerce, Real Estate Businesses, Manufacturing plants, etc. I am; • Certified QuickBooks PRO Advisor (Check portfolio section) • Tally ERP Gold Partner • XERO Certified. I have prepared financial models for diversified companies engaged in the Infrastructure sector, Utility projects, Real Estate Businesses, Manufacturing plants, etc. (Check portfolio section) I also have a deep interest in Excel VBA and have developed many VBA projects based on excel, which can automate several procedures or tasks. Such as complete Automated Invoice Generation Tool, Bulk Invoice Generation Tool, Quotation maker, Check Printing/ Form Printing tools, etc. Thanks for a visit.
    Featured Skill Financial Modeling
    Automation
    Spreadsheet Macros
    Dashboard
    Data Visualization
    Data Modeling
    Tally.ERP
    Xero
    Accounts Receivable
    Intuit QuickBooks
    Tax Preparation
    Bank Reconciliation
    SAP
    Bookkeeping
  • $11 hourly
    We have 9+ years of experience providing bookkeeping, accounting, and tax services to clients globally. Our services are tailored to suit a range of industries, ensuring compliance, accuracy, and timely financial reporting. Here's a breakdown of our expertise: Bookkeeping & Accounting Services: Day-to-Day Bookkeeping: Recording and classifying daily transactions, including sales, expenses, payroll, and banking activities. Specialized in managing accounts payable and receivable. Expertise with QuickBooks, Xero, and other leading accounting software to streamline processes. Bank & Credit Card Reconciliation: Regular reconciliation of bank statements, credit cards, and payment gateways to ensure accuracy and integrity of records. Timely reconciliation, ensuring that financial reports reflect true cash positions. Payroll Management: Calculation of wages, handling deductions, and ensuring compliance with local labor laws. Management of payroll systems like ADP, Gusto, and Bill.com. Monthly Management Reporting: Customized monthly financial reports such as Profit & Loss statements, Balance Sheets, and Cash Flow Analysis. Class/Location/Job Tracking for businesses with diverse operational structures. Advanced reporting capabilities using tools like Power BI and Google Looker Studio to provide key performance indicators (KPIs). Accounts Payable & Receivable Management: Streamlined processing of bills and invoices with regular reporting. Managing overdue accounts and sending payment reminders to ensure healthy cash flow. Project-Based Accounting: For industries such as construction, real estate, and others, tracking costs for individual jobs or projects to monitor profitability and performance. Tax Services: Tax Filing & Preparation: Comprehensive preparation and filing of federal and state tax returns, including 1040, 1065, 1120, 1120S, and 1099 forms. Handling complex tax matters, including Schedule C, Schedule D, and Schedule E returns. Experience with GST, VAT, TDS, Income Tax, ROC Compliance, and Payroll Taxes for global clients. Expertise in handling US tax returns, including 1099s, and collaborating with CPAs for accurate year-end finalization. Tax-Ready Year-End Finalization: Ensuring all financial records are prepared and reconciled for year-end tax purposes. Liaising with CPAs for tax return submissions, ensuring a smooth, compliant process. International Tax Compliance: Well-versed in handling multi-currency transactions and international tax regulations. Knowledge of tax systems in countries like the USA, UK, Australia, UAE, Canada, and India, ensuring compliance with local regulations. Tax Planning: Offering proactive tax planning services to minimize liabilities and maximize tax savings. Guidance on tax-efficient business structures and deductions. Tools & Software Expertise: QuickBooks (Online & Desktop): Certified QuickBooks ProAdvisors, managing everything from setup to advanced features like project tracking and custom reporting. Xero: Certified Xero Gold Partner with extensive experience in multi-currency transactions,
    Featured Skill Financial Modeling
    Xero
    QuickBooks Online
    Financial Reporting
    Tax Return
    Microsoft Power BI
    Accounting
    Bookkeeping
  • $4 hourly
    Looking for the projects to best utilize my skills. In this era of advanced computing, every business needs to have and manage data for it's smooth running and growth. Whether it's calling customers or managing product's manufacturing or selling of goods & services, the basic requirement of a business is to have data. Well structured data helps business for analyze it and managing customer's relation management. To make you worry-free, I offer tremendous data management services. We can resource & restructure data to fit the CRM. Since I join Upwork, I have been coming up as "TOP RATED" for 64 jobs with 100% Job success rate. Having more than 15 years of experience in Data management & CRM Management, I love to work hard with full focus, responsibilities, and smartness to take the project to the top of job success level. I serve quality for: º #Data-Management º #Excel Interaction º #PDF Conversion Master º #Web-research Google\LinkedIn\Amazon\Ebay and more º Product Content Creation º Ecommerce Data-Management º Basic Photoshop I LOVE TO TAKE CHALLENGES FOR MS EXCEL AND WORD TO SOLVE OUT THE CLUTTERS. No matter how complex the PDF format, I will convert to excel row format in just few hours. I always try to understand the requirement of the client and work hard to achieve the best match-able result. Most of my clients are hiring me, again and again, whenever, they have some task for me. I am looking for jobs like Online data entry, Internet researching, Product content creation and functioning in MS Excel and MS Word. I am proud to say that I have solved out many of problems utilizing my logic and knowledge of most of the formulas and functions of MS Excel. Please read the reviews shared by my clients to show their pleasure and my reliability.
    Featured Skill Financial Modeling
    Data Extraction
    Financial Analysis
    Excel Macros
    PDF
    Data Analysis
    PDF Conversion
    Data Management
    Data Entry
    Microsoft Excel
    Accuracy Verification
    Data Cleaning
  • $40 hourly
    Skilled and experienced Quant Programmer specializing in the end-to-end development of Algorithmic Trading Platforms. With a deep understanding of financial markets and strong programming expertise, I have successfully created robust and efficient systems that enable automated trading strategies. My expertise lies in designing and implementing sophisticated algorithms and models to analyze market data, identify trading opportunities, and execute trades. I am well-versed in a wide range of programming languages, including Python, Java, and C++, and have extensive experience working with industry-standard trading platforms and APIs. Here's what you can expect when working with me: Algorithmic Trading Platform Development: I have hands-on experience in building cutting-edge platforms that facilitate algorithmic trading. From architecture design to implementing complex trading strategies, I can handle the entire development process to create a reliable and high-performance system tailored to your specific requirements. Market Data Analysis: I possess a strong background in quantitative analysis and statistical modeling. I can leverage historical and real-time market data to develop predictive models, backtest trading strategies, and optimize algorithmic performance for maximum profitability. API Integration: I am adept at integrating third-party APIs and data feeds into trading platforms, ensuring seamless connectivity to exchanges, order routing systems, and other relevant services. I can also develop custom APIs to enable data retrieval, trade execution, and portfolio management functionalities. Risk Management: I understand the criticality of risk management in algorithmic trading. I can incorporate risk control mechanisms such as stop-loss orders, position sizing, and portfolio diversification to help you mitigate risks and protect your capital. Ongoing Support and Maintenance: I am committed to providing long-term support and maintenance for the systems I develop. I can assist with system enhancements, bug fixes, and performance optimizations to ensure your algorithmic trading platform remains robust and reliable. Features: - Create custom Strategies with 'No-Code Bot Builder' - Test the strategies on the Backtesting Engine - Stock market and Crypto symbol support - Multiple Broker Integration - Copy Trading - Trading Engine for Live and Paper Trading - Bot/Strategy Analysis - Advanced Reporting - Risk Management If you are seeking a dedicated and skilled Quant Programmer to assist you in building an advanced Algorithmic Trading Platform, look no further. Let's discuss your project requirements and explore how I can help you achieve your trading goals. Contact me now, and let's get started!
    Featured Skill Financial Modeling
    Blockchain, NFT & Cryptocurrency
    Trading Automation
    ChatGPT
    Machine Learning
    Algorithm Development
    Risk Management
    Quantitative Research
    Data Analysis
    Cryptocurrency
    API Integration
    Python
    Microsoft Visual Studio
    C#
  • $20 hourly
    Greetings! 15+ Years of professional experience & a CPA by profession, I am here to assist you in the stable and continuous growth of your company with our extensive all pervasive experience into accounting and book keeping, taxation, secretarial compliances, regulatory compliances, Exchange control laws experience and accounting knowledge base. We possess rich, varied and dynamic experience in financial reporting, accountancy and valuations. We have helped and supported businesses both big and small in their all-encompassing accounting, and other business needs and thereby helping in enhancing their overall financial health. Services We Provide to Our Client’s: • Tax Compliance • Bookkeeping (US, UK and AUS) • Reconciliation (Bank, Debtor’s and Creditor’s A/c) • Year-end Accounts • Payroll • Accounts Filling on HMRC • Tax Investigation • Accounts Receivables Control • Accounts Payable Control • Software’s ( Xero, QuickBooks, CashFlow, Wave, Capium, VT Final & Transaction, Sage 50, MYOB, Handiledger, HandiTax, Taxcalc, SAP, Tally ERP 9, Tally 9, Tally Prime,etc.) • Para legal services •Agreement drafting • Tax litigation consultancy advisory and representation •Regulatory compliances We are there to handle all the facets of your accounting and bookkeeping needs. As we understand that every business has different bookkeeping needs and we try to meet you where yours are. Looking forward to do business with you!
    Featured Skill Financial Modeling
    Business Valuation
    Finance & Accounting
    Corporate Law
    Corporate Tax
    Marketing Audit
    Contract Drafting
    Xero
    Bookkeeping
    Financial Audit
    Tax Preparation
    Tax Return
    Payroll Accounting
    Bank Reconciliation
  • $15 hourly
    “I’m a Financial Analyst and Bookkeeper with experience in providing financial services for small and medium sized business. I am also a certified Financial Modeling & Valuation Analyst by the Corporate Finance Institute (CFI), Vancouver, Canada with 2.5+ years of experience in corporate finance. List of Services - Weekly/Monthly/Quarterly Financial Management Reports - Weekly/Monthly Analysis of Account Receivable - Weekly/Monthly Analysis of Account Payable - Bank Reconciliation - Payroll Processing - KPI/Customer Analysis - Bank Categorization/Bank Postings - Processing Bills/Invoices with Managing Software like Bill. Com, Stripe, Expensify, Chargebee, Hubdoc, Monday. Com etc With Experience at 10+ Accounting Softwares like - QuickBooks Online - Pro Advisory Certified - QuickBooks Desktop - Xero - Certified Advisory - Oracle Netsuite - Zoho - Wave - Myob - Spotlight Reporting for Reporting purpose
    Featured Skill Financial Modeling
    Dashboard
    Microsoft Power BI Data Visualization
    Oracle NetSuite
    Wave Accounting
    Intuit QuickBooks
    Accounts Payable Management
    Accounts Receivable Management
    Cash Flow Analysis
    Bank Reconciliation
    Bookkeeping
    Account Reconciliation
  • $25 hourly
    Greetings! I am a dedicated professional specializing in Microsoft Excel, Financial Planning, and QuickBooks. With a robust accounting foundation, I excel at transforming data into strategic insights. Services: Excel Mastery: I specialize in simplifying complex data into actionable insights. Financial Planning: Crafting tailored plans to ensure business success. QuickBooks Optimization: Streamlining transactions for efficient accounting. Professional Background: I bring 3 years and 3 months of experience in the Financial Services sector as an Analyst and Senior Analyst. My clientele includes diverse industries such as Real Estate Investment, Private Equity, Transaction Advisory Services. Currently, I am working in the telecommunications industry. Why Choose Me: Sector Mastery: Extensive expertise in Financial Services with versatility in telecommunications. Tech Savvy: Proficient use of tools like Microsoft Excel for enhanced financial strategies. Analytical Precision: Transforming data into strategic insights with meticulous attention to detail. Elevate Your Financial Landscape: Ready to redefine your financial journey? Let's collaborate to unlock new possibilities and steer your success journey to new heights!
    Featured Skill Financial Modeling
    Financial Analysis
    Statistics
    Mathematics
    Equity Research & Analysis
    Equity Valuation
    Equity Research
    Valuation
    Financial Analysis & Valuation
    Microsoft Excel
    Intuit QuickBooks
    Management Accounting
    Bookkeeping
    Microsoft PowerPoint
    Presentation Design
  • $12 hourly
    As a Senior Associate at Synaptic, I apply my research and valuation skills to provide data-driven insights and solutions for the investment management industry. I joined Synaptic in October 2023, after working as a Research and Investment Analyst at TresVista for over a year, where I supported various private equity and venture capital clients with deal sourcing, execution, and portfolio monitoring. I graduated with a Bachelor of Business Administration degree in Finance from NMIMS in 2022, where I learned the fundamentals of corporate finance, financial statements, and capital markets. I also completed several online certifications to enhance my knowledge and skills in these areas. I am a learner who likes to communicate with new people and absorb life skills as well as professional skills.
    Featured Skill Financial Modeling
    Market Research
    Project Management
    Venture Capital
    Private Equity
    Financial Planning
  • $11 hourly
    Hi, I’m Arpit, a Chartered Accountant from India (equivalent to a US CPA) and a QuickBooks & Xero Certified Expert with 8+ years of experience. I specialize in bookkeeping and accounting for businesses in the USA, Canada, UK, and Australia—ensuring your financial records are clean, accurate, and insightful. 📌My Expertise Includes: ✔️ Ongoing Bookkeeping & Account Clean-up ✔️ Setting up the Chart of Accounts ✔️ Reconciliation of Bank, Credit card, and Loan Statements ✔️ Recording Customer Invoices, Vendor Bills and Adjustment Journal Entries ✔️ Managing Accounts Payable and Receivables ✔️ Payroll Processing (Gusto, ADP, QuickBooks Payroll) ✔️ Inventory Management Tracking ✔️ Accounts Reclassification and Class Assignment ✔️ Preparation of Customized Financial Statements (P&L, Balance Sheet, Cash Flow) ✔️ Review and Analysis of Financial Statements ✔️ Budgeting and Forecasting ✔️ Preparation of 1099s ✔️ Sales reconciliation with Stripe and other third-party software ✔️ Proficiency in QuickBooks, Xero, Advanced MS Excel, Google Sheets, Stripe, Bill.com, and the ability to quickly learn new tools 🌟 I’ve worked with SaaS Companies, eCommerce Businesses, Marketing Agencies, Jewelry Shops, and Metal Recycling Firms, helping them streamline their accounting processes. ✅ Why Choose Me? I don’t just crunch numbers—I help you understand them. My proactive approach ensures timely, high-quality work with transparent communication, so you can focus on growing your business while I handle the details. 🚀Ready to streamline your accounting? Do your best and collaborate the rest. Message me now to get started!
    Featured Skill Financial Modeling
    Accounting
    Bookkeeping
    Microsoft Excel
    Xero
    QuickBooks Online
    Stripe
    Month-End Close Assistance
    Accounts Payable Management
    Accounts Receivable Management
    Inventory Management
    Payroll Accounting
    Financial Statement
    Bank Reconciliation
    Chart of Accounts
  • $11 hourly
    As a student of finance, I am excited to apply my skills of knowledge to real world projects. I have a knowledge for financial modeling, power bi and Excel. I am looking for opportunities to collaborate with clients who need financial analysis. Worked as an intern for equigenius services as investment banker.
    Featured Skill Financial Modeling
    Data Entry
    Accounting
    Microsoft PowerPoint
    Microsoft Word
    Microsoft Excel
    Tally.ERP
    Microsoft Power BI
  • $25 hourly
    I am an experienced finance professional with a strong background in investment banking, financial modeling, and valuation. I have worked with a mid-market global investment bank, gaining expertise in M&A, supply chain finance, CCPS, debt financing, and structured products. My skills include financial analysis, business valuation, risk management, and market research. Skills & Expertise: ✔ Investment Banking & Deal Structuring ✔ Financial Modeling & Valuation ✔ Corporate Finance & Risk Management ✔ Mergers & Acquisitions (M&A) ✔ Financial Planning & Wealth Management ✔ SAPM (Security Analysis & Portfolio Management) ✔ Private Equity & Venture Capital Analysis ✔ Pitch Decks, Investor Memorandums & Due Diligence Experience & Projects: Conducted M&A, debt, and equity fundraising transactions. Created financial models, business valuations, and investment strategies. Developed investor presentations, TEV reports, and due diligence reports. Assisted in structuring CCPS, OCD, NCD, and supply chain finance deals. Worked on market research, industry analysis, and competitive positioning. Interests & Passion: I am passionate about investment banking, financial strategy, and wealth creation. I love working on complex financial models, risk assessment, and portfolio optimization. My goal is to help businesses secure funding, grow strategically, and maximize returns
    Featured Skill Financial Modeling
    Equity Research
    Equity Research & Analysis
    PV Evaluation
    Valuation
    Accounting Basics
    Financial Planning
    Management Consulting
    Analytical Presentation
  • $15 hourly
    💰 Are you struggling with bookkeeping, tax compliance, or financial analysis? Let me simplify your finances while ensuring accuracy, compliance, and profitability! I am a Certified Public Accountant (US CPA) and Indian Chartered Accountant with 5+ years of experience in US & Indian accounting, taxation, and financial consulting. I specialize in helping businesses manage their finances efficiently, reduce tax liabilities, and stay compliant with regulations. 🔹 My Expertise: ✅ US & Indian Taxation: Tax planning, compliance, and filing (IRS, GST, TDS, Income Tax, etc.) ✅ Bookkeeping & Financial Reports: Managing accounts, reconciling books, and preparing financial statements ✅ Payroll Processing & Sales Tax Filings (US & India) ✅ Budgeting & Financial Forecasting to enhance cash flow and business profitability ✅ Business Advisory & Compliance for startups and growing businesses 💻 Software Proficiency: ✔ QuickBooks Online & Desktop | Xero | Sage | Wave Accounting ✔ Microsoft Excel (Advanced) | PowerPoint | Word ✔ Tax software: UltraTax | Drake | ProConnect 🚀 Why Work With Me? ✔ Detail-Oriented & Accuracy-Driven – Your financials will always be in top shape ✔ Tax-Saving Strategies – Helping businesses minimize tax liabilities legally ✔ On-Time & Reliable – Meeting deadlines without compromising quality ✔ Client-Focused Approach – I simplify complex financial matters so you can focus on growing your business 📩 Let’s Work Together! Need expert financial guidance tailored to your business? Let’s discuss how I can help you streamline your finances and maximize profits. Send me a message today!
    Featured Skill Financial Modeling
    Tax Return
    Finance & Accounting
    Financial Analysis
    Goods & Services Tax
    Microsoft Excel
    QuickBooks Online
    Accounts Receivable
    Financial Accounting
    Bookkeeping
    Bank Reconciliation
    Account Reconciliation
    Zoho Books
    Intuit QuickBooks
    Tally.ERP
  • $14 hourly
    I have knowledge related to finance and can also do accounting related work. So, work like financial modelling, financial analysis..
    Featured Skill Financial Modeling
  • $5 hourly
    The Power of Data!.
    Featured Skill Financial Modeling
    Microsoft Power Automate
    Robotic Process Automation
    Machine Learning
    Business Intelligence
    Data Analysis
    Python
    SQL
    Microsoft Power BI
    Microsoft Excel
    Financial Analysis
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