Hire the best Financial Planners

Check out Financial Planners with the skills you need for your next job.

Clients rate Financial Planners
Rating is 4.7 out of 5.
4.7/5
based on 326 client reviews
Tasbiha Noman E.
$12/hr
  • Trophy Icon Financial Plans
  • Xero
  • Accounting
  • Financial Accounting
  • Financial Planning
  • Financial Analysis
  • Microsoft Excel
  • Microsoft Word
  • Customer Support
  • Bookkeeping
  • Bank Reconciliation
  • Accounting Software
  • Accounts Receivable Management
  • Accounts Payable Management
  • Intuit QuickBooks

I don't just do monotonous bookkeeping. I look for opportunities to grow your business by viewing what services or products are making a bigger impact and are more profitable. I make Xero look easy and you won't be intimidated by it! I am a Xero certified advisor, Also experienced a number of accounting-related software programs. I have a good command of Advanced MS Excel, MS word and PPT I am comfortable both with technology I know and with learning new programs. I am a bookkeeper, assistant accountant & admin, with experience gained through working both in practice as well as small own business. I am competent of maintaining financial...

William R.
$250/hr
  • Trophy Icon Financial Plans
  • Intuit QuickBooks
  • Budget Planning
  • Accounting
  • Microsoft Excel
  • Financial Analysis
  • Xero
  • Financial Modeling
  • TSheets
  • Financial Forecasting
  • Financial Planning

With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the best possible information to make business decisions. I have owned my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial...

Dimitrios K.
$80/hr
  • Trophy Icon Financial Plans
  • Data Analysis
  • Business Intelligence
  • Financial Modeling
  • Financial Reporting
  • Financial Planning
  • Revenue Management
  • Management Accounting
  • CPA
  • Microsoft Power BI
  • Microsoft Excel
  • Microsoft Power BI Data Visualization
  • Business Analysis
  • Financial Modelling
  • Financial Forecast

✔ Microsoft Certified Power Bi Data Analyst ✔ Advanced Financial Modeller ( Expertise in Hospitality and Real Estate) ✔ Upwork Top Rated Plus Badge in less than 6 months ✔ ACCA - Chartered Accountant (75% completed) ✔ IFRS & Management Accounting Certification I have more than 8 years experience in Finance, Accounting and Data Analysis (private equity & Startups). *Area of Expertise* I am using Power Bi and MS Excel in -Data Analysis for decision making -Financial Modelling (Budgeting and Forecasting) -Financial Reporting (IFRS) -Management Accounting (Cost techniques, Performance Measurement, Decision Making) -Revenue Management...

Nathan B.
$80/hr
  • Trophy Icon Financial Plans
  • Financial Planning
  • Real Estate Investment Assistance
  • Investment Research
  • Financial Modeling
  • Financial Analysis
  • Financial Forecasting
  • Personal Budgeting
  • Certified Financial Planner
  • Finance & Accounting
  • Investment Strategy
  • Investment Research

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.

Nicole I.
$40/hr
  • Trophy Icon Financial Plans
  • Microsoft Excel
  • Financial Accounting
  • Financial Planning
  • Google Sheets
  • Google Data Studio
  • Data Analysis
  • Data Visualization
  • Financial Statement
  • Cash Flow Statement
  • Analytics
  • SEMrush
  • Data Entry
  • Dashboard
  • Data Mining

- Google Data Studio charts and visualizations - Google Sheets charts and visualizations - Spreadsheet wizard: fixes on formulas, builds, and automations - Data analysis with visualization reports - Financial Statements, Cash Flows and Cash Position, Payroll

Venera D.
$65/hr
  • Trophy Icon Financial Plans
  • Management Accounting
  • Financial Modeling
  • Financial Planning
  • Management Consulting
  • Accounting
  • Corporate Finance
  • Financial Analysis
  • Consultant
  • Financial Forecast
  • Microsoft Excel
  • Financial Report
  • Financial Accounting
  • Google Sheets
  • Accounting Principles & Practices
  • Financial Projection

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 &...

Laetitia  H.
$65/hr
  • Trophy Icon Financial Plans
  • Financial Reporting
  • Financial Planning
  • Cost Control
  • Bookkeeping
  • Tax Preparation
  • Financial Accounting
  • Legal Translation
  • Value-Added Tax
  • Tax Form Filing
  • Tax Form Filing
  • Managerial Finance
  • Profit & Loss Statements
  • International Accounting Standards
  • English to French Translation

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...

Matthew L.
$100/hr
  • Trophy Icon Financial Plans
  • Investment Research
  • Financial Forecasting
  • Network Planning
  • Writing
  • Financial Writing
  • Blog Writing
  • Finance & Accounting
  • Financial Services
  • Copy Editing

10+ years experience in financial planning, investment advising, and portfolio management. Also have experience in branch management, having worked for a start up firm for 6 years from the ground up. I spent years writing weekly financial commentary, presenting quarterly market recaps, designing and maintaining model portfolios. Extensive experience with stocks, bonds, mutual funds, ETFs, and alternative investments. Currently, I work with a team for financial modeling, but I will be your main point of contact and consultant for any projects along this line of work. Great with problem solving, innovative solutions, and getting the job...

Edward R G.
$135/hr
  • Trophy Icon Financial Plans
  • Analytics
  • Automation
  • KPI Metric Development
  • Macro Programming
  • Dashboard
  • Financial Reporting
  • Business Consulting
  • Microsoft Excel
  • Quickbooks
  • Financial Analysis
  • Data Analysis
  • Business Analysis
  • Financial Modeling

Microsoft Excel, VBA expert with 10+ years of financial and business analytics. - A business and finance manager/analyst that can program - hard to find someone that does both sides well. Can build Executive Dashboards that CEOs can quickly understand and can automate the entire data stream. - Dashboards, Scorecards, and Executive Summaries - Automation: Using VBA macros and advanced lookups/formulas - Advanced calculations and Pivot Tables. - Nielsen reporting and analysis (OTC/Consumer Healthcare/Seafood/Meat/More) - Expert in automating QuickBooks output to Excel Pivot Tables and Dashboards - Financial Reporting/analysis. - Processing,...

Matt K.
$100/hr
  • Trophy Icon Financial Plans
  • Problem Resolution
  • Financial Analysis
  • Business Innovation
  • Managerial Finance
  • Analytics
  • Financial Model
  • Business Development
  • Financial Reporting
  • QuickBooks Online

I am a strategically focused individual with over 20 years of finance and accounting experience, which allows me to make sound recommendations through fact-based analytics. I can provide advisory work in areas such as financial analysis, financial modeling, financial planning, business development, business process improvement, strategy formation, business plan preparation, cost optimization, and QuickBooks Online.

Nicholas L.
$50/hr
  • Trophy Icon Financial Plans
  • Finance
  • Analysis
  • Variance Analysis
  • Financial Variance Analysis
  • Data Visualization
  • Marketing Data Analytics
  • Dashboard
  • Budget Planning
  • Budget Management
  • Microsoft Excel

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.

Ryan G.
$89/hr
  • Trophy Icon Financial Plans
  • Microsoft Excel
  • Financial Modeling
  • Financial Analysis
  • Data Analysis
  • Financial Forecasting
  • Microsoft Power BI
  • Microsoft Power BI Data Visualization
  • Microsoft Power BI Development
  • Data Visualization
  • Accounting Principles & Practices
  • Google Sheets
  • Google Data Studio
  • Relational Database
  • R
  • Microsoft PowerPoint

I am a full-time freelancer and I love to help clients make data-driven decisions for their businesses. I previously worked in management consulting and have an an MBA in finance and an MS in data analytics. My strengths are in financial analysis, financial modeling & forecasting, other Excel or Google Sheets-based reporting/forecasting and modeling, and data visualization in Power BI, Google Data Studio, Tableau, or Excel/Google Sheets. If you have ever thought something like the following, I'd love to help you! "I wish I knew which products I should invest in and which ones I should cut" "I wish this data set could tell me _________" "I...

Juan D.
$40/hr
  • Trophy Icon Financial Plans
  • Startup Consulting
  • Business Plan
  • Business Development
  • Google Sheets
  • Microsoft Excel
  • Corporate Strategy
  • Business Coaching
  • Dashboard
  • Valuation
  • Financial Report
  • Financial Modeling
  • Financial Forecast
  • Financial Planning
  • Finance & Accounting

Business and Profit Coach. Google Sheets Wizard. Financial Advisor and Business Valuation Expert, with solid experience advising businesses of all kinds from all over the world. I have spent thousands of hours working on financial models and business plans for a vast array of industries. I finished my MBA in 2022. If you need help to scale your business or take it to the next level, but you don’t have the time to make it happen, instead of trying to complete all the tasks by yourself, you can hire me as your business developer and I will solve what needs to be solved. I can easily identify opportunities for improvement within...

Mark J.
$85/hr
  • Trophy Icon Financial Plans
  • Financial Modeling
  • Intuit QuickBooks
  • Financial Management
  • Business Analysis
  • HR & Business Services
  • Business Plan
  • Balance Sheet
  • Finance & Accounting
  • Business Valuation
  • Cash Flow Analysis
  • Financial Accounting
  • Financial Report
  • Accounting

For the past 8 years I have operated a Financial Consulting business focusing on Accounting system set-up, financial analysis, Budgeting, Human Resource Administration and acted as a Fractional CFO. Prior to that, I have over 20 years experience as the Chief Financial Officer for a technology, trade association and bicycle manufacturing companies. I established major corporate economic strategies, developed objectives and directed the preparation of budgets, reviewed budget proposals, and prepared the necessary supporting documentation for management and for audits by CPA firms. I directly supervised the Accounting/Human Resource...

Roman D.
$150/hr
  • Trophy Icon Financial Plans
  • Legal Entity Structuring
  • Mergers & Acquisitions
  • Venture Capital Consulting
  • Corporate Finance
  • Startup Consulting
  • Contract Law
  • Financial Planning

- Studied Law and Economics in Germany, Australia and Spain - PhD in International Tax Law in Germany - Mergers & Acquisitions Specialist - Finance and Strategy Consultant - Entrepreneure & Founder I love working on international M&A projects, Venture Capital transactions and consulting beautiful minds. Roman

Matthew F.
$60/hr
  • Trophy Icon Financial Plans
  • Financial Analysis
  • Financial Modeling
  • Investment Research
  • Business Valuation
  • Business Plan
  • Financial Planning
  • Report Writing
  • Data Analysis
  • Microsoft Excel
  • Financial Writing

Financial analyst and modeling expert with 7+ years in private equity, venture capital, and investment banking $300M in transactions since 2020 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 • Financial reports • Business/investment analysis • Market research • Big data analytics

Kim W.
$165/hr
  • Trophy Icon Financial Plans
  • Startup Consulting
  • Venture Capital Consulting
  • Business Plan
  • Financial Modeling
  • Management Consulting
  • Business Coaching
  • Market Research
  • Corporate Finance
  • Presentations
  • Financial Writing
  • Pitch Deck
  • Internet Research
  • Strategy
  • Investor Overview
  • Financial Projection

Whether your company is a startup or at the growth stage, raising capital requires specific knowledge and experience. Positioning your company, business plan, and growth strategy so it appeals to investors is an important step that should not be minimized and taken for granted. Investors see a lot of opportunities so it is important to capture and hold their attention. It is important to raise your project above the crowd. With over 25 years of finance, investment banking, venture capital, and startup experience, I know what investors look for when reviewing an investment. Whether it be in a business plan, pitch deck, financial...

Nicholas C.
$100/hr
  • Trophy Icon Financial Plans
  • Accounting
  • CPA
  • Intuit QuickBooks
  • Xero
  • Budget Planning
  • Personal Budgeting
  • Tax Preparation
  • Financial Planning
  • Payroll Processing
  • General Ledger
  • Nonprofit Organization

I'm a Certified Public Accountant (Licensed in North Carolina and South Carolina) and Chartered Financial Consultant® with experience in accounting, accounting system implementation/migration, taxation, budgeting, not-for-profits, and financial planning. I am also a Certified QuickBooks ProAdvisor and Certified Xero Advisor, and have completed the AICPA's Not-for-Profit Certificate II. I have specific experience in developing budgets for nonprofits, tracking budgets, monthly, quarterly and annual financial reporting to the board of directors and other stakeholders, and more. I am knowledgeable in SAP, Abila MIP, QuickBooks, Xero, Wave, and...

John Darren D.
$30/hr
  • Trophy Icon Financial Plans
  • General Ledger Accounting
  • Accounting Software
  • Financial Forecasting
  • Financial Reporting
  • Financial Modeling
  • Financial Planning
  • Microsoft Excel
  • Corporate Finance
  • Management Accounting
  • Cost Analysis
  • Business Valuation
  • Business Analysis

- 6+ years of professional experience in Business Consultancy, Business Valuation and Modelling for Pitch Deck, Corporate Finance, Financial Analysis, Financial Reporting, Accounting, Forensic Audit and Financial Auditing - CPA, FMVA holder and CFA reviewee - Years of exposure in Audit and Consultancy - One of the top-performing employees in EY - Consistently maintained 100% success rate in Upwork, strong business acumen, drive to get results Services Offered: 1. Financial Modelling • Three Statement Model (including charts and dashboards) • DCF • LBO • M&A • Consolidation and Budget Model • Budgeting and Forecasting that tie in with key...

Ashish V.
$57/hr
  • Trophy Icon Financial Plans
  • Business Process Automation
  • Python
  • Tableau
  • Financial Planning
  • Visual Basic
  • Financial Modeling
  • PowerBI
  • Financial Analysis
  • Budget Planning
  • MS Excel

‘Time is Money‘. Most business leaders struggle utilizing their time effectively, due to various reasons like manual processes, high team dependency, unstructured data, unavailability of timely information, etc. I help Business Leaders and CXO's to take quicker and critical decisions by empowering them with access to Real-Time dashboards by process automation and building Real-time Management Reporting Systems. Services I offer : - Financial Planning and Analysis - CXO's Dashboard - Business Intelligence Tools Implementation (Power Bi, Tableau, Board) - Process Automation - MIS and Business Reporting - Budgeting and Forecasting - Data...

Michael G.
$150/hr
  • Trophy Icon Financial Plans
  • Business Valuation
  • Corporate Finance
  • Financial Analysis
  • Financial Modeling
  • Financial Forecasting
  • Financial Prospectus Writing
  • Corporate Strategy
  • Venture Capital Consulting
  • Investment Research
  • Private Equity
  • Valuation

Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from top European school. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations -...

Patrick M.
$200/hr
  • Trophy Icon Financial Plans
  • Financial Modeling
  • Financial Analysis
  • Financial Writing
  • Management Consulting
  • Startup Consulting
  • Fundraising
  • Corporate Strategy
  • Business Consulting
  • Finance
  • Venture Capital Consulting
  • Corporate Finance
  • Pricing Strategy Consulting
  • Pitch Deck

Raised over $15M in venture capital, grown teams from 2 to 30 people, and grown revenue from thousands to $10M a year. VP level experience in finance, operations and management at growing startups with investment banking, financial services, private equity, and fundraising experience. Driven, detail-oriented, and open-minded.

Stefan K.
$100/hr
  • Trophy Icon Financial Plans
  • Financial Planning
  • Google Sheets
  • Management Accounting
  • Financial Management
  • Financial Analysis
  • Business Modeling
  • Business Strategy
  • Financial Reporting
  • Financial Plan
  • International Financial Reporting Standards
  • Financial Analysis & Valuation
  • Financial Modeling
  • Microsoft Excel
  • Cash Flow Analysis
  • Month-End Close Assistance

I am ACCA qualified (CPA equivalent) finance professional with extensive experience in financial management, analysis, planning and modelling. I have spent the last decade working in London, UK and assisting companies across the globe with their financial management needs. I have set up financials for startups, worked in medium size companies as well as large multinationals. I have worked across various industries and sectors - Fashion, Technology, eCommerce, Hospitality, Financial Services. Do not hesitate to get in touch to discuss your requirements in more detail What I can do for you: 1. Create a financial model to be...

Denis B.
$100/hr
  • Trophy Icon Financial Plans
  • Financial Model
  • Investor Overview
  • Blockchain
  • Cryptocurrency
  • Google Data Studio
  • Data Visualization
  • Management Consulting
  • Economics
  • Econometrics
  • Binance Coin
  • Analytics
  • Initial Coin Offering
  • Business Mathematics

I predict the health of your project unit economy and tokenomics design before it goes live. Re-estimate your project's long-term financial viability after launch on a regular basis. I worked with high profile companies across the globe Currently featured Top Rated Expert in Tokenomics Category Areas of Expertise: 1) Tokenomics Design: dual or single tokenomics, token utility, DAO, treasury inflows and outflows channels, staking pools, game rewards pools, DeFi AMM, farming pools 2) Convert tokenomics design and GDD into Machinations diagrams, allowing to test multiply contingency plans in an agile manner: personas for playtime,...

Mohammad A.
$60/hr
  • Trophy Icon Financial Plans
  • Business Plan
  • Financial Modeling
  • Strategic Plan
  • Business Analysis
  • Financial Management
  • Corporate Finance
  • Financial Analysis
  • Process Improvement
  • Business Process Reengineering
  • Business Process Modeling

✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches,...

Guillermo D.
$200/hr
  • Trophy Icon Financial Plans
  • Marketing Strategy
  • Business Valuation
  • Financial Analysis
  • Investment Research
  • Chartered Financial Analyst
  • Stock Option Agreement
  • Portfolio Management
  • Investment Strategy
  • Financial Modeling
  • MS Excel
  • Finance
  • Forecasting
  • Financial Projection

I am a financial expert with over 15 years of experience in investing strategies, options trading, and portfolio management. I recently completed the Chartered Financial Analyst (CFA) program. I have a B.S. in Mechanical Engineering and an MBA with a concentration in finance from the University of Florida. I also speak fluent Spanish. Since 2009, I have co-owned a wealth management firm. I am passionate about helping individuals and businesses understand and apply investing strategies. I have extensive experience using ThinkorSwim, Fidelity Pro, and Tastyworks. I can easily adapt to other trading platforms when needed. Services: Coaching...

Neel Anil M.
$40/hr
  • Trophy Icon Financial Plans
  • US Taxation
  • Financial Accounting
  • Financial Audits
  • Financial Planning
  • Financial Reporting
  • Financial Services
  • International Taxation
  • Accounting
  • Cost Accounting
  • Bookkeeping
  • Private Equity
  • Article Writing

Having certifications from the two largest Accounting Bodies of the world (AICPA, US and ICAI, India), the professional is a young, energetic and aspiring service provider proficient in US GAAP, IFRS, and IFRS-based Accounting Standards. He has 4 years of experience in Financial Controlling, Financial Management and Analysis, Financial Reporting, Taxation (US, India, International) and Management Accounting. He is currently serving a Netherlands-based HR start-up as its Financial Controller, as well as a US-based Realty Advisory company as a real estate valuation analyst. What can you expect? -Immediate replies to questions and queries:...

$NaN/hr

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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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