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Rating is 4.7 out of 5.
4.7/5
based on 326 client reviews
  2. Finance & Accounting Talent
  3. (Current) Financial Planners
  • $65 hourly

    • 4.8/5
    • (229 jobs)
    Bonjour, Après plus de 15 ans au service d'entreprises, j'ai créé mon entreprise et je vous propose de réaliser toutes vos traduction Anglais - Français ainsi que de vous faciliter la lourdeur des tâches administratives et comptables. Très souvent, la comptabilité représente un casse-tête, tandis que pour moi, c'est un plaisir, tant de le faire que de vous aider à devenir autonome si vous le souhaiter. Ce sera pour moi un plaisir de mettre mon expérience et expertise à votre disposition. Mon parcours professionnel s’est construit aussi bien en France qu’à l’étranger. J’ai vécu et travaillé plusieurs années au Royaume-Uni et en Thaïlande. De ce fait, je possède une ouverture d’esprit et une expérience élargie. Dans ma vie professionnelle, j'ai principalement travaillé en anglais et ai dû traduire des documents financiers ou plus généraux du Français à l'anglais (et vice-versa). Au cours des 15 dernières années, j'ai réussi en tant que contrôleur financier travaillant dans différents environnements (e-commerce, fabrication, commerce de gros, B2B). Mon expérience a grandi au cours des années et je suis disposée à mettre toute mon expertise non seulement pour une grande entreprise, mais aussi pour une entreprise plus petite qui a besoin d'expertise professionnelle. Vous souhaitez : • Aide à la création de votre société • Mise en place ou amélioration de votre comptabilité • Tableaux de bords, Reporting (selon différentes normes :IFRS, USGAAP) • Gestion de votre trésorerie • Implémentation de process (contrôle interne, SOX …) • Préparation et revue des états financiers • Budget et prévision, analyse des variances et pertinence des stratégies • Préparation des rapports AGE, AGO… • Préparation de vos statuts • Plan de financement • Traduction Français – Anglais en tout genre • Aide administrative Maitrise des systèmes suivants : SAP, SUN, SAGE, BPC, Cognos, Oracle, Excel, Powerpoint, Word Pour toute question ou complément d’information, n’hésitez surtout pas à me contacter.
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    Legal Translation
    Financial Planning
    Value-Added Tax
    Cost Control
    Bookkeeping
    English to French Translation
    Financial Reporting
    Managerial Finance
    International Accounting Standards
    Account Reconciliation
    Tax Preparation
    Financial Accounting
    Balance Sheet
  • $90 hourly

    • 5.0/5
    • (7 jobs)
    Finance and Accounting professional with eight years of Adaptive Insights implementation experience for more than 50 end t end Implementations for Adaptive including Planning models. OfficeConnect, Dashboards, and Integration from Netsuite and Workday systems, relevant experience with Financial modeling using microsoft excel and PowerPoint.
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    Workday Adaptive Planning
    Cost Accounting
    Financial Planning
    Microsoft Excel
  • $90 hourly

    • 5.0/5
    • (105 jobs)
    I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.
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    Investment Research
    Investment Strategy
    Finance & Accounting
    Certified Financial Planner
    Personal Budgeting
    Financial Forecasting
    Financial Analysis
    Financial Modeling
    Investment Research
    Real Estate Investment Assistance
    Financial Planning
  • $90 hourly

    • 5.0/5
    • (36 jobs)
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
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    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Financial Management
    Management Accounting
    Google Sheets
    Financial Planning
  • $150 hourly

    • 5.0/5
    • (306 jobs)
    Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing, breweries, Amazon retailers, consumer goods, and more. • Focused, efficient, and reliable. • Over 150 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. That’s all great, but there’s one thing that matters over all else. It’s the fact that working with me has an incredibly high ROI. For example, not long ago, I worked with an organization that needed a financial model done. They paid me about $2K for it. Now, that’s a lot of money, but what came next? This company ended up going to a slew of investor meetings, blowing their audiences away, and coming out with $2 million dollars in funding. Sure, they could have chosen a cheaper option, but why skimp on quality at the finish line? When you build something that you’re going to share with the world, it needs to be top of the line. That is precisely what I delivered to them, and what I provide for all of my clients. Ultimately, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
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    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Accounting
    Financial Accounting
    Microsoft Excel
  • $80 hourly

    • 5.0/5
    • (86 jobs)
    Centaur Digital Corp addresses the accounting and tax needs of busy business owners. As a business grows, owners have less time to devote to their accounting and tax compliance, both of which are crucial functions for any successful business. In the past, these functions were typically interwoven into a business in a way that made an in-house accounting team essential. But that has changed! There have been numerous advancements in accounting technology in recent years, and cloud computing has made them accessible and affordable for smaller enterprises. Now, small companies can take advantage of new technology to help them grow and generate larger profits. Proper implementation of these technologies, however, is paramount. Centaur Digital Corp is here to help you identify relevant accounting technologies. We work with you to implement the necessary technologies to improve the clarity and efficiency of your business’s accounting system and increase your profits. Centaur Digital Corp was founded by Vlad Rusz, who has over a decade of experience working as a senior manager of small companies and providing managerial consulting to other businesses. While working as the CEO of a previous enterprise from 2014 to 2016, Vlad Rusz achieved tremendous growth by providing business consulting and business plan services to hundreds of satisfied clients. This success earned Vlad Rusz countless 5-star ratings and various prestigious awards. At Centaur Digital Corp, we look forward to providing world-class service to our clients, helping you increase profits and achieve your business goals. We take responsibility not just for our work, but for your entire accounting and tax system! AWARDS AND ACHIEVEMENTS 2020 Quickbooks Online ProAdvisor 2020 Xero Certified Advisor 2019 Passed the CMA Exam 2018 Passed the CPA Exam 2016 Became a member of the Forbes Finance Council 2016 EY Young Entrepreneur of the Year Southeast Semi-finalist 2016 Gwinnett Pinnacle Award “Young Entrepreneur of the Year” Winner 2015 Gwinnett Pinnacle Award “Rising Star” Winner 2015 #1 Business Plan Consultant in Atlanta by Thumbtack
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    Accounting Software
    Tax Strategy
    Tax Preparation
    Tax Return
    Technical Accounting
    Quickbooks
    Microsoft Excel
    Business Plan
    Zoho Creator
    Zoho CRM
    Payroll
    Sales Tax
    Bookkeeping
    Financial Projection
    Accounting
  • $250 hourly

    • 5.0/5
    • (36 jobs)
    Experienced Fractional Chief Financial Officer & Certified Public Accountant with over 20 years experience in accounting for small to midsized companies up to $70M in revenue. I specialize in finance and accounting for small to mid-size Advertising, Event and Media Agencies (both traditional and digital), as well as other professional services firms and hospitality. I'm an S Corp expert. My areas of expertise include Fractional CFO, Interim CFO, accounting systems implementation, cash flow management and forecasting, S corporation reporting. Fluent in excel, All things Google, Quickbooks Online, Sage Intact, Advantage, Accountability.
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    Compensation & Benefits
    QuickBooks Online
    Financial Reporting
    Financial Planning
    Cash Flow Modeling
    Financial Analysis
    Accounting Principles & Practices
    CPA
    Microsoft Excel
    Accounting
    Financial Accounting
    Chart of Accounts
    Financial Projection
    Intuit QuickBooks
  • $250 hourly

    • 5.0/5
    • (51 jobs)
    I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance that may be lacking from other larger firms. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!
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    Financial Services
    Investment Research
    Certified Financial Planner
    Financial Planning
    Financial Analysis
  • $50 hourly

    • 4.9/5
    • (15 jobs)
    ✅Dynamic CEO, ✅MBA, ✅Master in Finances, ✅Senior Business Developer, ✅KPI Tracker, ✅Dashboard & Google Sheets Pro, ✅Financial Modeling, ✅Valuation Expert. ✅ Venture Capital With a solid background in financial advisory and business strategy, I bring extensive experience guiding businesses worldwide towards success. My expertise lies in crafting precise financial models and comprehensive business plans across various industries. Let me show you how I can accelerate your business growth. Why Me? ▪️ Strategic Business Developer: If your business is ready to scale or needs a breakthrough, I am here to make it happen. As your dedicated business developer, I'll handle the tasks, leaving you with more time to focus on what matters. ▪️ Unlocking Opportunities: With a keen eye for improvement, I excel at identifying untapped potential within organizations. I'll assist in building your dream team, streamlining internal processes, optimizing operations, managing cash flow, and boosting sales and profitability. ▪️ Entrepreneurial Acumen: As a seasoned entrepreneur, I've honed various skills essential for running a successful company. My toolkit includes leadership, communication, problem-solving, critical thinking, business management, sales, financial analysis, and strategic planning. ▪️ Data Insights & Business Modeling: My forte lies in creating customized business models and tools that go beyond mere data entry. I'll help you harness insights from your financials, enabling informed decision-making and accelerated growth. I specialize in providing expert guidance in the following areas: ▪️ Financial Modeling & Analysis ▪️ Startup Consulting & Business Plan ▪️ Annual Budgeting & Forecasting ▪️ KPI Tracking & Dashboard Creation ▪️ Product Costing & Financial Ratios Analysis ▪️ Executive CEO & Corporate Strategy ▪️ Reporting & Forecasting Having achieved top-rated status, I have collaborated with a diverse clientele on impactful projects worldwide: ▪️ Developed a business plan and sales commission system for a thriving Social Media Agency in Miami. ▪️ Assisted a car company in crafting a comprehensive business plan for importing cars from Japan to Mozambique. ▪️ Successfully facilitated the import of Argentine products to the United States, partnering with individuals in Los Angeles. ▪️ Created an innovative ATM Machine rental system model for cryptocurrencies in Chicago. ▪️ Served as a Profit Coach, helping over 120 business owners in Australia enhance their profitability. ▪️ Advised an agricultural lending business in Brisbane on strategic growth and financial management. ▪️ Worked alongside a wealth mentor in Canada to develop tools and spreadsheets for their clients. ▪️ Designed a specialized Crypto Mining & Oil Gas model for a prominent company in El Paso, US. ▪️ Guided a business agency to improve their processes and drive scalable growth. ▪️ Developed a Business Plan for a Health tech company, bringing new revenue streams. ▪️ Currently thriving as a Financial Director in a SaaS Company. If you're ready to take your business to new heights, let's collaborate! Feel free to reach out, and we can discuss how I can tailor my expertise to suit your unique needs. I eagerly look forward to working together!
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    Business Development
    Corporate Strategy
    Budget Management
    Forecasting
    Valuation
    KPI Metric Development
    Dashboard
    Microsoft Excel
    Google Sheets
    Financial Report
    Financial Planning
    Financial Modeling
    Finance
    Business Modeling
    Business Plan
    Finance & Accounting
    Startup Consulting
  • $65 hourly

    • 5.0/5
    • (10 jobs)
    Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP
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    Accounting Principles & Practices
    Google Sheets
    Financial Forecast
    Financial Analysis
    Corporate Finance
    Accounting
    Management Consulting
    Financial Planning
    Financial Modeling
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • $60 hourly

    • 4.9/5
    • (153 jobs)
    I have a strong and proven track record of doing DATA ANALYSIS, STATISTICAL ANALYSIS, DATA MANIPULATION, DATA VISUALIZATION, SURVEY ANALYSIS, LIFE TIME VALUE (LTV) CALCULATIONS AND FORECASTING FUTURE OUTCOMES. I have expertise in tools like Stata, R, R shiny, Excel, Google Data Studio, Microsoft Power BI, Tableau, SPSS, VBA and Google Analytics. Proficient in doing analysis related to Life Time Value (LTV), Customer Retention Rate, Event Study and Probabilistic modeling to predict future outcomes. I have worked entire data analysis lifecycle from the data mining, listing, questionnaire design, field strategy, data gathering, cleaning, analysis to reporting. Moreover, I assisted economists and public policy experts based at HARVARD UNIVERSITY, PRINCETON UNIVERSITY and LONDON SCHOOL OF ECONOMICS. I have the experience, confidence, demeanour and desire to be in a position where I can manage development solutions. I have a thorough understanding of econometrics, statistics, actuarial science and finance. Moreover, how the Regression and economic analysis could be used to interoperate the data meaningfully. Able to work on own initiative and as part of a team. First-class analytical, design and problem-solving skills. Well-versed in current and new finance/statistical methodologies. Hassan Murtza Khan is the founder and Executive Director of ODA(Optimize Data Analytics). I believe that in order to understand data, you need to be able to see what it looks like.
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    Presentations
    Financial Projection
    Financial Modelling
    Statistical Analysis
    Data Visualization
    Data Science
    Quantitative Research
    Microsoft Power BI Data Visualization
    R Shiny
    R
    Microsoft Excel
    Econometrics
    Data Analysis
    Statistics
    Stata
  • $150 hourly

    • 5.0/5
    • (41 jobs)
    Currently, I am working as a Fractional CFO with a Mid Size Technology firm in USA. I also work as Adjunct Professor at Rutgers Business School and William Paterson University teaching Economic Models, Corporate Finance, Financial Risk Management and Research in Asset Management. I hold around 20 years of experience in various Finance & Accounting assignments having solid experience in Financial Analysis, Accounting & Auditing across several companies ranging from mid-sized to a Fortune 500 company. I can apply Microsoft Excel expertise to build financial models for valuations, estimating project viability and building business projections and forecasts. I have extensive experience in Amazon accounting. While working in my family's E-commerce business, I have gained great exposure to Amazon report building and analysis. I have a Bachelors Degree in Financial and Investment Analysis from Delhi University followed with an MBA Finance (Hons) from Rutgers Business School, USA. I also hold the CFA charter and I'm a member of CFA, New York Society. This reflects upon my knowledge, commitment, and capability to perform complex financial analyses with efficiency. I can work with historical data for predictive analysis using regression techniques. I've recently cleared FRM ( Financial Risk Management Certification ) Part 1 and I'm preparing for FRM Part 2 . While at Rutgers , achieved the following: • Represented Rutgers in the global competition; prepared and presented a comprehensive equity research report to a panel of CFA Society leaders and industry experts. • Won the New York Regional Final, placing first among 30 top MBA programs in the Greater New York region. • Won the North/South American Semi-final, finishing in the top 10 out of all competing universities in the Americas. Please reach out to me to discuss any suitable projects.
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    Data Analytics
    Data Visualization
    Corporate Finance
    Finance
    Financial Analysis & Valuation
    Statistics
    Microsoft Excel
    Financial Report
    Financial Modeling
    Financial Projection
    Valuation
    Financial Analysis
    Financial Planning
    Company Valuation
  • $65 hourly

    • 5.0/5
    • (17 jobs)
    My goal is to help you track your income and expenses to create an accurate picture of your financial situation, spend in ways that set you up for your future, and feel good about your situation. I specialize in personal/family bookkeeping, small service-based business, and real estate bookkeeping. I have 3 years of experience working with families and small business owners to take ownership of their money, set and achieve money goals, and stay organized to always know what is going on.
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    Account Reconciliation
    Financial Planning
    Financial Management
    Invoicing
    Financial Analysis
    Personal Budgeting
    QuickBooks Online
    Content Writing
    Financial Report
    Coaching
    Data Analysis
    Annual Report
    Bookkeeping
    Accounting Basics
    Microsoft Excel
    Intuit QuickBooks
  • $150 hourly

    • 5.0/5
    • (1 job)
    If you are afraid to pay for quality professional advice — just wait until you get the bill for implementing poor advice that completely missed the mark. I’ve been directly involved in partnering with individuals and families to navigate their current and future financial circumstances for the past 13 years. I am an active CFP(r) professional and have held my designation for the past 8 years. This means I’ve always been held to a fiduciary standard. Even further, I’ve never collected a commission for any products in any capacity. It’s important to know that because it helps us understand where the interests fall. I consider my engagements a success if you leave feeling more confident and are equipped with an informed perspective on how and why my advice would potentially improve your overall ability to achieve and maintain financial independence. Here’s why I love this industry - it’s never the same story or solution for every single client. Financial planning is as much technical as it is emotional. Looking forward to learning more about how I can help.
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    Content Writing
    Personal Finance & Wealth Management
    Blog Writing
    Microsoft Excel
    Wealth Management
    Insurance
    Asset Management
    Certified Financial Planner
    Tax Strategy
    Financial Planning
  • $150 hourly

    • 5.0/5
    • (8 jobs)
    Are you ready to take your subscription-based business to the next level? As a financial expert with a proven track record of helping businesses achieve investor-grade financial operations and processes, I'm here to help you succeed. With my guidance and support, you'll be able to: ★ Maximize profitability and financial stability through effective financial management, forecasting, and strategy. ★ Focus on scaling and growing your business with peace of mind, knowing that your financials are scale-friendly and investor-ready. ★ Attract investors and lenders with high-quality forecasts and metrics, giving you the financial backing you need to achieve your goals. I work collaboratively with my clients to develop customized solutions that meet their unique needs. My experience spans a variety of subscription-based industries, including SaaS, Fintech, Edtech, Ecommerce, and Professional Services. But don't just take my word for it. Here's what some of my clients have to say: ✅ "Thanks to his expertise, I've been able to focus on growing the business, rather than worrying about short-term financial goals." ✅ "He supports the leadership team by consistently maintaining financial and operational transparency. His work is precise and thorough." ✅ "Felix has been incredible in helping us understand our cash flow, allowing us to make sound financial decisions for the future." If you're ready to achieve financial success and take your subscription-based business to the next level, let's partner together to make it happen.
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    Business Plan
    Management Accounting
    Financial Planning
    Cash Flow Modeling
    Financial Modeling
    Financial Forecast
    CPA
    Project Management
    Cost Accounting
    Financial Accounting
    Financial Projection
    Cash Flow Analysis
    Financial Report
  • $50 hourly

    • 5.0/5
    • (6 jobs)
    Excellent Financial skills, with over 13 years of experience in Finance & Accounting including Financial Analysis, Bookkeeping / Accounting, Budgeting & Forecasting, Variance and other analyses in business capacities. Personal financial planning with long term planning, budgeting, saving, and other personal monetary goals.
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    Microsoft Excel
    Budget Management
    Budget Plan
    Dashboard
    Marketing Data Analytics
    Data Visualization
    Financial Variance Analysis
    Variance Analysis
    Analysis
    Finance
  • $175 hourly

    • 4.7/5
    • (74 jobs)
    I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to top VC and Sovereign Wealth Funds to Early Stage Founders. I primarily act like a Strategic Management Consultant in revising or creating Business Plans, Financial Models and Fundraising Materials but also can act as a Fractional CFO during high growth periods. Our fundraising process has been highly successful even when the VC market is challenging. We frequently have several startups close to securing term sheets for $5m to $25m. Over the last two years, we have also been involved in deals totaling over $1B. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Plan
    Strategy
    Entrepreneurship
    Startup Company
    Venture Capital Consulting
    Startup Consulting
    Financial Forecast
    Private Equity
    Fundraising
    Financial Modeling
    Business Modeling
    Valuation
    Business Presentation
    Financial Analysis
    Pitchbook
  • $100 hourly

    • 4.8/5
    • (50 jobs)
    EXCEL: Forecasting and Projections ● Fund/Investment Return Calculations ● Fund Accounting ● DCF/Financial Models ● Data Compilation and Analysis ● Pivot Tables ● Macros ● Sales and Prospect Pipelines ● Project Trackers POWERPOINT: Pitch presentations ● Marketing decks ● One pagers / Factsheets ● Product / Service overviews RESEARCH: Market Research ● Competitor Research ● Investment Research ● Comp Analysis WRITING: Business Plans ● Investor Memos ● Case Studies ADDITIONAL / OTHER: Financial Statement Review ● Valuations ● Investment Opportunity Review ● Financial Planning ● Due Diligence ● Performance Reporting
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Venture Capital Consulting
    Private Equity
    Accounting
    Market Segmentation Research
    Company Valuation
    Financial Reporting
    Fund Accounting
    Due Diligence
    Financial Planning
    Financial Modelling
    Investment Research
    Business Plan or Pitch
    PitchBooks
    Microsoft PowerPoint
    Microsoft Excel
  • $75 hourly

    • 4.9/5
    • (70 jobs)
    Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analytics
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Writing
    Microsoft Excel
    Data Analysis
    Report Writing
    Financial Planning
    Business Plan
    Business Valuation
    Investment Research
    Financial Modeling
    Financial Analysis
  • $175 hourly

    • 4.9/5
    • (47 jobs)
    Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Modeling
    Financial Writing
    Budget Management
  • $100 hourly

    • 5.0/5
    • (22 jobs)
    I have a BS in Corporate Finance from Salisbury University along with minors in IT and Accounting. I have worked for a small mortgage company where I co-managed trading and hedging operations of MBS', worked for one of the largest fortune 500 companies within their asset based lending portfolio performing client credit analysis, worked in business valuations for one of the largest accounting firms, and currently work in investment banking performing traditional buy and sell side due diligence. I have been working with excel extensively for the past 8 years and have learned complex functions, and built in-depth and nuanced financial models for a myriad of clients. I have also developed VBA coding features to help automate redundant entry, and much more. Other Experience: Paycheck Protection Program (PPP), Shuttered Venue Operator Grant (SVOG), Restaurant Revitalization Fund (RRF), Real Estate Investment Funds
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Corporate Finance
    Business Modeling
    Business Consulting
    Financial Modeling
    Investment Banking
    Real Estate Investment Assistance
    Real Estate
    Financial Analysis
    Investment Research
    Mergers & Acquisitions
    Business Valuation
    Real Estate Financial Modeling
    Private Equity
    Microsoft Excel
  • $65 hourly

    • 4.6/5
    • (26 jobs)
    I am a seasoned financial executive with broad experience in tax strategies, finance, accounting, financial services and writing-somewhat a jack of all trades. I hold a Masters in Business Administration (M.B.A.), with a concentration in tax and finance, while boasting experience across various industries, including, but not limited to, energy, real estate and technology. I have served as the CFO of two start-up companies and am very well versed in financial modeling, forecasting, budgeting and reporting as well as putting together information memorandums and pitch decks on businesses. I have an extensive knowledge of tax strategy, planning and preparation which focuses on minimizing federal, state and local tax liabilities while utilizing tax deferral strategies. I have over 15 years of tax experience dealing with partnerships returns, corporate returns and individual returns. In regards to financial writing, I have written articles for a layman to understand, as well as scholarly articles. I wrote the content for the Deutsch Bank Asset Management db-trackers ETF section as well as wrote an examination and study book for asset managers to be certified in the field of exchange traded funds. I have been published in various arenas such as Yahoo Finance, The Street, WSJ and Seeking Alpha. I am able to work efficiently, effectively and independently. I respect deadlines and quality work as that both of these things support my service’s worth. My goal is to ensure that my employer or client is satisfied with my work. Thank you and I look forward to working with you.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Accounting
    Investment Strategy
    Business Services
    Finance
    Tax Strategy
    Accounting
    Financial Forecasting
    Financial Reporting
    Financial Modeling
    Investment Research
    Financial Writing
    Excel VBA
  • $25 hourly

    • 4.6/5
    • (15 jobs)
    I am a Chartered Accountant (CA), ASA CPA (Australia) for Business Plans, Taxation, Business & Financial Analysis, Accounting. Good knowledge regarding GAAP, IFRS, GST, VAT, Custom and Excise Duties, Direct Tax Accounting Principles, Bookkeeping. Job Oriented, Hardworking, Patient, Honest, Dedicated, enthusiastic freelancer from India. For the past 10 years experience in Accounts and Auditing. I have good knowledge of IFRS, US Gaap, European VAT and many accounting softwares.
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    International Accounting Standards
    Fathom Applications Fathom
    Month-End Close Assistance
    Financial Planning
    Financial Analysis
    Budget Management
    Financial Modeling
    Financial Report
    Financial Projection
    Financial Forecast
    Cash Flow Statement
    Chart of Accounts
    QuickBooks Online
    Wave Accounting
    Xero
  • $30 hourly

    • 4.9/5
    • (107 jobs)
    I am the complete package to help you create a strategic business plan, to achieve your funding goals and objectives - Give me a chance. Over the last ten years, I have worked with small, medium, large, and global corporations to create EFFECTIVE BUSINESS PLANS that helped startups, new enterprises, and fortune 500 companies generate FUNDING OPPORTUNITIES through SBA loan, bank loan, government financing, grants, and minority opportunities First, let me share with you, what past clients said about me:: • Emmanuel is an excellent business plan writer who values every single dollars and we are super thankful to him for working with us on a tight budget. In the end, he delivers a mind-blowing business plan, business proposal, and also completes our business case profile. It is a privilege's to be recommending him. Thanks again for your help - James Albert from Florida, United States • Myself and my wife had a tough time choosing a business plan writer on this platform, but this guy caught our attention and we decided to give him a chance. For more than 20 years, I and my wife have never been in agreement over a single decision, but today, we unanimously agreed that Aina is a professional business plan writer and we are happy we worked with him. Less I forget, our business plan has been approved! Laura and Mathew. Second, get to know about me:: For over a decade, I have worked as a Business Plan Writer, Executive Business Plan Reviewer, and Funding Incubator Officer and I have been involved directly in the successful planning and implementation of over 100 startups - in over 20 countries, including the United States of America, Canada, Australia, United Kingdom, UAE, Europe, and the rest of Africa. As a Business Plan Writer with incredible business writing skills, business planning strategy, business modelling, business plan, and business continuity planning capability, I have worked with leading organizations that are responsible for funding startup businesses in North America - this includes, SBA loan departments, small scale business banking institutions, and crowdfunding agencies for startup entrepreneurs. Through my on-the-job work experiences with these organizations, I have gathered unrivaled expertise needed to write WINNING BUSINESS PLANS that SBA offices, BANKS, and INVESTORS are looking for and I know how to craft a business plan that will compel loan organizations and grant providers to sign the approval document. Third, why I'm I special and what makes me amazing? • I have worked directly with entrepreneurs, business owners, business managers, and CEO's of startup businesses and I have helped them in raising over $500M in investment funding. So, I know what it takes to write incredible business plans that is relevant and effective. • I have proven academic pedigree and work experience that makes me a top flying candidate; including bachelors degree, masters of business administration, project management certification, and I have over a decade experience in business consulting, business coaching, and business case documentation writing. • Having worked within the SBA funding disbursement department, I have first hand knowledge about what the SBA offices are looking for in a business plan. By combining my writing fluency with my work experience - I guarantee that you will receive an effective business plan that will help you raise the fund you are looking for. I have the capability to write a winning business plan for a trucking, logistics, transportation, home care, elders care, restaurant, bar/wine, coffee/tea, real estate, hospitality, medical, fitness &gym, retail/wholesale, cannabis, agriculture, eCommerce, and all types of businesses. Contents Included • Executive Summary • Company Overview and Description • Business Overview and Summary • Mission and Vision Statements • Goals, Objectives, and Milestones • Products and Services Description • Industry Analysis and Summary • Market Statistics and Reports • Industry Summary, Facts, and Figures • Economic Relevancy and Analysis • Strategy and Implementation Summary • Execution Strategy and Plan • Marketing Plan, Social Media Plan, and Offline Plan • SWOT Analysis • Financial Analysis and Excel Spreadsheet I am available to jump on a call to discuss your project needs, business plan requirements, and expectations. Please send me a message to learn more about your needs and to discuss why I am the most qualified freelancer to help you make a difference and help you get the loan, investment, and funding that you need for your business launch, project scaling, and startup funding. Best Regards, Emmanuel Aina
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Writing
    Business Analysis
    Business Plan
    Business Strategy
    Market Research
    Business Cases
    Marketing Strategy
    Business Proposal Writing
    Business Consulting
    Business Planning & Strategy
    Financial Planning
    Financial Forecast
    Business Plan Writing
    Business Continuity Plan
    Business Coaching
  • $45 hourly

    • 5.0/5
    • (34 jobs)
    I have over 7 years of experience working with finance and business modeling. Besides traditional financial modeling, I have a successful track record building dashboards, KPI controls, and other decision-making tools to enable better business management! Let's work together on projects that require expertise in: - Google Sheets; - MS Excel; - Financial Modeling and Analysis.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Microsoft Excel
    Forecasting
    Startup Consulting
    Google Spreadsheets
    Data Visualization
    Data Modeling
    Dashboard
    VLOOKUP
    Budget Plan
    Financial Planning
    Financial Modeling
    Business Modelling
    Financial Analysis
    Google Sheets
    Excel
  • $20 hourly

    • 5.0/5
    • (14 jobs)
    Hi! I'm very pleased to meet you. I'm Diego Ramirez and I am associate (Manager) at an investment bank. Additionally, I'm currently candidate for a Post Experience Master in Finance at London Business School (#1 Master in Finance according to Financial Times and QS Ranking). Furthermore, during this programme I am an exchange student for the MBA programme at Columbia Business School. Also, I was CFO of a fintech (Backed by Y Combinator). Y-Combinator is a start up accelerator that have helped grow Dropbox, Airbnb, among others. Additionally, I have worked in an venture capital fund founded by the Head of Europe of the IFC Venture Capital Department and in the Venture Capital Investments department at of a 400M Euros European Venture Fund. In general I've done investment bankers, venture capital investment and corporate finance activities, which includes high quality excel financial models and presentations for investors. I really think I could help you with your financial model.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Finance & Accounting
    Project Finance
    Financial Projection
    Accounting
    Investment Strategy
    Financial Presentation
    Financial Modeling
    Financial Forecasting
    Excel
    Financial Analysis
    Financial Planning
    Corporate Finance
    Venture Capital Consulting
    Investment Banking
  • $70 hourly

    • 5.0/5
    • (15 jobs)
    Whether you’re an established business owner or a startup, having a finance expert who can guide and help you through the process of starting and owning a business from start to finish can bring tremendous value and growth to your company! From business plan and Pitchbook creation to company valuation, financial modeling, budgeting, forecasting, accounting and everything in between, I can help improve your company’s financial operations, assess financial risks, and help in the process of attracting new investment opportunities from investors! I am a finance expert dedicated to providing my clients with superior work to help them create financial stability, make rational business decisions based on numbers and analytics, and build models that showcase their business potential to help them get funding! 🔍 I provide a vast knowledge and a full bundle of potential financial services, such as: ✔️Financial Modeling ✔️3-Statement (P&L, Balance Sheet, And Cash Flow) Modeling ✔️Business plan & pitch decks ✔️Financial Analysis and Reporting ✔️Sensitivity and Multiple Scenario Analysis ✔️Forecasting and budgeting ✔️Financial due diligence ✔️Fractional CFO ✔️Business consulting ✔️Financial planning With over 10 years of experience in FP&A, financial management, and modeling, I’ve accumulated a wealth of experience and knowledge while also honing my communication skills with clients. Some of the highlights of my experience include positions at: ✔️ Bank of Georgia - the largest bank in the country with a turnover worth $400+ million ✔️ BGEO Group - the most prominent investment holding in the country (included in FTSE 250) ✔️ Deloitte - one of the Big 4 auditing companies 🔍 My educational qualifications include: ✅ Certified Financial Modeling & Valuation Analyst (FMVA)® ✅ CFA Level 3 Candidate ✅ MSc at the University of Manchester ✅ ACCA How I Communicate and Achieve Great Results with My Clients: 1️⃣ To better understand the project and ensure that I am the best candidate for you, we have an introductory Zoom call where I will answer your questions. This will be free of charge to ensure you find the right person for your project. 2️⃣ Once we have a mutual agreement, I will provide you with the costs and the project timeline to specify the deadline and scope of my responsibilities. 3️⃣ Throughout the process, I might ask some questions in order to get the job done efficiently and correctly. After that, we can make revisions and adjustments necessary to achieve the best possible outcome for the completion of the project. Ge 4️⃣ Finally, I ensure consistent on-time delivery of my work. I am honest and reliable and aim to bring my clients the best service and work possible. 🔔 If you believe my expertise and 10+ years of experience are what you are looking for, feel free to invite me to your project!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Pitchbook
    Business Writing
    Accounting Principles & Practices
    Company Valuation
    Business Valuation
    Financial Analysis
    Financial Modeling
    Financial Planning
    Business Analysis
    Forecasting
    Business Plan
    Financial Report
    Microsoft Excel
    Financial Accounting
    Financial Projection
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How to Hire Top Financial Planners

How to hire financial planners

Financial planners can help you pursue capital investment projects, set budgets, pay off debts, and manage your risk. 

So how do you hire financial planners? What follows are some tips for finding top financial planners on Upwork.

How to shortlist financial planning professionals

As you’re browsing available financial planning consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. You want a financial planner who understands your industry so they can help you figure out how best to reach your target market. 
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., managing a real estate investment portfolio).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular financial planner.

How to write an effective financial planning job post

With a clear picture of your ideal financial planner in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project. 

An effective financial planning job post should include: 

  • Scope of work: From drafting financial plans to administering investment advice, list all the deliverables you’ll need. 
  • Project length: Your job post should indicate whether this is a smaller or larger project. 
  • Background: If you prefer experience with certain industries, assets, or financial tools, mention this here. 
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to organize your finances? Log in and post your financial planning job on Upwork today.

FINANCIAL PLANNERS FAQ

What is financial planning? 

Financial planning is the practice of formally defining an individual or corporation’s current financial status, their financial goals, and a plan of action for achieving those goals. 

Here’s a quick overview of the skills you should look for in financial planning professionals:

  • Financial planning
  • Accounting
  • Investing
  • Banking
  • Financial analysis, modeling, and forecasting

Why do you want to hire financial planners?

The trick to finding top financial planners is to identify your needs. Do you need help planning for retirement via 401(k)s, IRAs, and other investments? Or do you require a certified public accountant to help you draft a formal financial plan for your business? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life. 

How much does it cost to hire a financial planner?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced financial planner may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their financial planning services more competitively. 

Which one is right for you will depend on the specifics of your project.

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