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4.7/5
based on 326 client reviews
  • $65 hourly
    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
    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
  • $90 hourly
    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 Strategy
    Certified Financial Planner
    Real Estate Investment Assistance
    Personal Budgeting
    Investment Research
    Finance & Accounting
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $150 hourly
    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
    CPA
    Project Management
    Cost Accounting
    Financial Accounting
    Financial Projection
    Cash Flow Analysis
    Financial Report
  • $250 hourly
    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 to help you achieve financial success. 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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    Investment Research
    Certified Financial Planner
    Financial Planning
    Financial Analysis
  • $75 hourly
    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
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    Financial Analysis
    Business Plan
    Financial Writing
    Investment Research
    Financial Modeling
    Business Valuation
    Financial Planning
    Microsoft Excel
    Data Analysis
    Report Writing
  • $175 hourly
    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.
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    Financial Modeling
    Financial Writing
    Budget Management
  • $125 hourly
    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.
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    Business Development
    QuickBooks Online
    Financial Reporting
    Analytics
    Business Innovation
    Financial Analysis
    Managerial Finance
    Problem Resolution
  • $60 hourly
    ✅Dynamic CEO, ✅MBA, ✅Master in Finances, ✅Senior Business Developer, ✅KPI Tracker, ✅Dashboard & Google Sheets Pro, ✅Financial Modeling, ✅Valuation Expert. ✅ Venture Capital With a proven track record in financial advisory and business strategy, I specialize in guiding global enterprises towards sustainable growth. My expertise encompasses developing precise financial models and strategic business plans tailored to diverse industries, including Venture Capital, Oil & Gas, Health tech, Services, Wealth management, and SaaS. As the Head of Investments at a Venture Capital fund focusing on the Media and Entertainment sector, I spearhead the development of robust business models, meticulously assessing and valuing investment opportunities. My role involves analyzing assets such as films, series, video games, and E-Sports, along with modeling both equity and debt funds. My expertise bridges the creative realm with financial rigor, ensuring well-informed investment decisions that drive profitability and innovation. Specifically, I have led the development of business models for various video game ventures, from sub-publishing to game development. Moreover, my specialization in financial modeling and business valuation, utilizing methods such as DCF and EBITDA multiples, enables me to provide invaluable insights for informed decision making. I excel in conducting comprehensive due diligence, adeptly understanding business drivers, costs, and improvement opportunities. Why Partner with Me? ▪️ Strategic Business Development: Equipped to drive transformative results, I alleviate operational burdens, empowering organizations to focus on strategic priorities. ▪️ Unleashing Potential: With a discerning eye for optimization, I excel in uncovering untapped opportunities and maximizing profitability. ▪️ Entrepreneurial Insight: Leveraging extensive entrepreneurial experience, I possess a versatile skill set crucial for navigating modern business complexities. ▪️ Data-Driven Decision Making: Specializing in crafting bespoke business models and analytical tools, I empower informed decision-making and drive accelerated growth. Areas of Expertise: ▪️ Financial Modeling & Forecasting ▪️ Startup Consulting & Business Planning ▪️ Annual Budgeting & Reporting ▪️ KPI Tracking & Performance Dashboard Creation ▪️ Product Costing & Financial Ratio Analysis ▪️ Executive Strategy & Corporate Planning ▪️ Data Automation & Analysis Experience a) Social Media Agency Business Plan - Miami, USA Develop a comprehensive business plan and implemented a sales commission system to incentivize performance and drive revenue growth. b) Car Import Business Plan - Mozambique Assisted a car company in crafting a detailed business plan for importing cars from Japan to Mozambique. c) Argentine Product Importation - Los Angeles, USA Successfully facilitated the import of Argentine products to the United States, establishing partnerships with key stakeholders in Los Angeles. d) Cryptocurrency ATM Rental System - Chicago, USA Designed and implemented an innovative ATM machine rental system model tailored for cryptocurrencies in Chicago. e) Profit Coach and Business Analyst - Australia Served as a Profit Coach and Business Analyst at a prestigious consulting firm in Australia, collaborating with the founders to optimize processes and improve efficiency. f) Agricultural Lending Business Advisory - Brisbane, Australia Provided strategic guidance to an agricultural lending business, focusing on strategic growth and financial management across various business units. g) Wealth Consulting Firm Advisory - Canada Collaborated with a wealth consulting firm in Canada to develop tools and spreadsheets for clients, offering personalized advice on personal wealth management and business strategies. h) Crypto Mining & Oil Gas Model - El Paso, USA Designed a specialized business model combining crypto mining and oil & gas exploration for a prominent company in El Paso. i) Call Center Business Process Improvement - Global Guided a business agency through process optimization initiatives to drive scalable growth and operational efficiency. j) Health Tech Business Plan - Boston Developed a comprehensive business plan for a Health tech company, introducing new revenue streams and strategic initiatives to raise funds. k) SaaS Company Financial Director - Spain Served as CFO, overseeing financial operations and driving strategic initiatives to elevate the company's performance. Leveraged technology for data automation and real-time analysis to optimize resource allocation, enhance capital efficiency, and maximize profitability across business units. If you're ready to propel your business to new heights, let's foster a dynamic collaboration. Committed to cultivating long-term partnerships and customizing my expertise to align with your unique needs, I eagerly await the opportunity to work together. Thank you for considering my application.
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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
  • $100 hourly
    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 ANALYSIS: Financial Statement Review ● Valuations ● Investment Opportunity Review ● Financial Planning ● Due Diligence ● Performance Reporting 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
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    Venture Capital Consulting
    Private Equity
    Company Valuation
    Fund Accounting
    Due Diligence
    Financial Reporting
    Investment Research
    Financial Planning
    Market Segmentation Research
    Microsoft Excel
  • $25 hourly
    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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    Fathom Applications Fathom
    Financial Planning
    Financial Analysis
    Financial Modeling
    QuickBooks Online
    Wave Accounting
    Xero
    International Accounting Standards
    Month-End Close Assistance
    Budget Management
    Cash Flow Statement
    Financial Projection
    Financial Report
    Chart of Accounts
  • $40 hourly
    Professional experience across a professional environment working within high performing successful teams.
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    Financial Consulting
    Financial Analysis
    Financial Accounting
    Xero
    Accounting Software
    Accounting Report
    Accounting Advisory
    Stakeholder Management
    Real Estate Financial Model
    Financial Modeling
    Bookkeeping
    Accounting
    Business
    Financial Planning
    Business Development
  • $65 hourly
    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
  • $45 hourly
    I have qualifications in the financial industry primarily in personal budgeting and investing. Recently obtained my Masters Degree in Finance and Business Administration.
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    Blog Writing
    Article Writing
    Content Writing
    Financial Analysis
    Financial Planning
    Personal Budgeting
    Investment Preparation
    Google Slides
    Investment Research
    Microsoft PowerPoint
    Microsoft Excel
    Google Sheets
  • $75 hourly
    -Specializes in building forecasting models across several business industries, reporting tools, and data visualization reports/dashboards -10.5+ years of work experience with financial reporting, forecasting, and modeling -Experience creating recurring revenue & SAAS models -Creating and maintaining excel forecasting models (Revenue & Costs.) -Strong problem-solving skills
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    Business Cases
    Presentations
    Data Entry
    Accuracy Verification
    Data Analysis
    Data Visualization
    Forecasting
    Microsoft Excel
    Spreadsheet Software
    Financial Modeling
    Financial Analysis
  • $150 hourly
    I specialize in dynamic financial models which create accurate predictions for real estate project performance whilst being insanely easy to use. Think of my models as your personal analyst, once you get them you don’t need to ask for my help anymore. You can use any of my models independently to run endless scenarios. In general terms, my talent is "Institutional Investor Communication". If you start or manage a project in green, sustainable or impact investment space, I will be happy to engage on equity based compensation, help you connect with investors and raise funds you need. My expertise: • Dynamic Financial Modeling: Financial models covering cash flow projections, sensitivity analysis, scenario analysis, multiple debt structures, dynamic rent rolls, flexible unit mixes, and waterfall structures. • Deal Structuring: Financing structures, including Mezzanine Debt, Preferred Equity, Promotes, Waterfalls based on different hurdle types, GP CatchUps, and LP Clawbacks. • Ground-Up Developments, Multiphase Developments: Experience in detailed models for diverse asset classes, from apartment buildings to mixed-use projects, assessing real estate opportunities and optimal property use. • Real Estate Valuation and Acquisition Modeling: Complex acquisition models for all asset types used in property underwriting or appraisal. • Institutional Quality Standards: I adhere to institutional quality norms, ensuring rigorous financial model criteria and high level of transparency. • Institutional Investor Communication: I speak institutional language fluently and will assist you in your equity raising campaign or provide appropriate training beforehand.
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    Microsoft PowerPoint
    Project Finance
    Spreadsheet Software
    Cash Flow Modeling
    Real Estate Financial Model
    Real Estate Acquisition
    Chartered Financial Analyst
    Real Estate Financial Modeling
    Real Estate Appraisal
    Real Estate Investment Assistance
    Microsoft Excel
    Pro Forma Statement
    Industry Knowledge
    Financial Analysis
  • $50 hourly
    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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    Finance & Accounting
    Data Analysis
    Dashboard
    Data Visualization
    Budget Management
    Financial Variance Analysis
    Microsoft Excel
  • $95 hourly
    Accomplished Financial Modeler with a robust corporate finance background, excelling in budgeting, forecasting, financial analysis, and fractional CFO services. Proficient in Financial Planning and Analysis (FP&A), specializing in crafting detailed financial models for startups seeking funding, guiding growth-phase companies on investment options, and assisting mature companies in strategic planning for exit options. Skilled in employing storytelling techniques through financial models and presentations. Capable of serving as an extended arm for investor communication, enhancing transparency and fostering strong relationships. Key Skills and Accomplishments: -Financial Modeling: Proficient in developing intricate financial models aligned with business strategies, incorporating critical metrics, valuations, and funding roadmaps, utilizing tools such as MS Excel for precision and flexibility. -Budgeting and Forecasting: Demonstrated ability to design and manage effective short- and long-range financial plans, empowering businesses to optimize cash flow and make informed decisions. -Financial Analysis: Expertise in conducting in-depth financial analysis and reporting, conducting regular health checks through balance sheets, profit and loss statements, aged payables and receivables reports, and cash flow forecasts. -Fractional CFO Services: Trusted partner in providing fractional CFO services, contributing strategic financial leadership and guidance without the need for a full-time commitment. -Startups and Growth-Phase Companies: Specialized in creating financial models tailored for startups aiming to raise funds and supporting growth-phase companies in evaluating investment options for sustainable expansion. -Mature Companies: Experienced in assisting mature companies in strategic financial planning, including evaluation of exit options. -Pitch Deck Creation: Proficient in developing visually appealing pitch decks that effectively communicate financial strategies, business potential, and investment opportunities, incorporating storytelling techniques for impactful presentations. -Investor Communication: Capable of serving as an extended arm for investor communication, enhancing transparency, and fostering strong relationships through clear and insightful financial reporting, supported by interactive Power BI dashboards. As a results-driven Financial Modeler, I am committed to leveraging my skills and experience to enhance financial visibility, drive strategic decision-making, and support companies at every stage of their financial journey. Additionally, I bring a unique proficiency in storytelling through financial models and pitch decks, coupled with the ability to serve as a reliable liaison for investor communication. 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
  • $10 hourly
    Being a TOP RATED PhD scholar and academic writer on Upwork, I have been offering my research writing services, including dissertations, term projects, assignments, and homework, for five years. I can provide research writing assistance in any field due to my diverse studies and experience. I have successfully completed more than 10,000 projects on various freelance platforms, including case studies, proposal writing, thesis writing, essays, term projects, and class activities. In addition, I hold a master's degree in business management from Europe, which has equipped me with strong technical research and writing skills. I have also provided online instruction to over 50 students, helping them grasp their subjects effectively. If you need any services for your research writing project, I invite you to invite me for a discussion. I can cover: ✓Business ✓Economics ✓Management ✓Accounting ✓Finance ✓Medical ✓Consumer behaviour ✓Marketing ✓Human resource ✓Social science ✓Medical Science Any research work not limited to that. I can do the following Formatting and reference styles ✓APA ✓Havard ✓MLA ✓Chicago ✓IEEE Why choose me? ✓Experienced Research writer / Academic Writer ✓Proven record ✓Expert ✓Timely delivery ✓Unlimited revisions ✓Quality over quantity ✓24/7 available to answer ✓Good communication Hire me now to get the job done. Will enjoy working on your project. Some Testimonials from my Previous clients "I also ask Naveen for assistance when I struggle with difficult assignments in different courses such as history, business & communication. He always manages to get it done at the right time and I end up getting a high grade. " '' Naveen went above and beyond to get the work done and that helped me to achieve more than I expected'' '' Naveen is an experienced person at Research writing, he did very good research and showed passion to work on my Thesis. His skills are very good I highly recommend his Academic writing services for Masters''. If you want to work with me or want to discuss never hesitate to contact me. I am your next academic writer.
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    Business Cases
    Proposal Writing
    Online Market Research
    Topic Research
    Academic Writing
    Qualitative Research
    Marketing
    Business Plan
    Business Report
    Market Research
    Blog Writing
    Financial Planning
    Writing
    Education
    Microsoft Excel
  • $100 hourly
    I create written content that’s thorough, authentic, accurate, and impactful. I’m a highly experienced financial services professional with an extensive background in SEO content writing, copywriting, newsletters and website copy. My work has been in Forbes, FT Adviser, Bloomberg, the Daily Mail, the Daily Express, Money Marketing and more. I hold a Master of Applied Finance degree and I was a fully qualified Financial Adviser in the UK and Australia before moving to writing full time.
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    Financial Writing
    Copywriting
    Article
    Editing & Proofreading
    Business Writing
    Blog Content
    Content Writing
    Article Writing
    Website Content
    Blog Writing
    Writing
    English
    SEO Writing
    Search Engine Optimization
  • $75 hourly
    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.
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    Investment Strategy
    Business Services
    Tax Strategy
    Financial Writing
    Investment Research
    Financial Reporting
    Financial Modeling
    Accounting
  • $20 hourly
    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.
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    Project Finance
    Corporate Finance
    Investment Strategy
    Venture Capital Consulting
    Financial Presentation
    Investment Banking
    Finance & Accounting
    Financial Projection
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $70 hourly
    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
  • $20 hourly
    God-fearing and trusted bookkeeper / Xero Certified/ Quickbooks ProAdvisor/ With 4 years Degree of Accountancy. Exceptional work and customer satisfaction is my style of crafting my work. I have proven a track record in consistently delivering bookkeeping and accounting services that boost my client's business profitability. My passion is to give you a cost efficient, reliable, and competitive accounting support for your business. I always consider integrity and honesty in the workplace. I take into consideration the confidentiality and privacy of your information. My client's success is my business! Services Offered: • Bookkeeping using cloud accounting software • Bank Reconciliation • Accounts Receivable (Invoicing) • Accounts Payable (Billing) • Payroll management • Property management • Order Entry Processing • Data entry task • Financial Reporting • Tax Management • Microsoft Excel / Pivot Table • Invoice template customization • WHMCS management and basic SEO updating • Ecommerce platforms - SHOPIFY and Xero Integration, ETSY, CATCH, CHEWY, FAIRE, KLARNA, A2X, NETO, and AMAZON • Online payment processing • Project Management and Collaboration Tools - ASANA, TRELLO, SLACK • POS Software - Revel System , Vend Retail POS, Live IQ Reporting Every task assigned to me is done diligently and exceptionally believing that those who have been given a trust must be find faithful and trustworthy. Acknowledging God as my master and view myself as a steward over it.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Data Entry
    Bookkeeping
    MYOB Administration
    Accounts Receivable Management
    Transaction Data Entry
    Xero
    Customer Support
    Bank Reconciliation
    Chart of Accounts
    Accounts Payable
    Account Reconciliation
    Microsoft Excel
    Balance Sheet
    Intuit QuickBooks
  • $220 hourly
    “My co-founder and I could not give higher praise to John. Aside from being a complete genius with the numbers, his attitude makes you want to keep him around for the long haul. He always met his deadlines, worked fast, delivered more than we needed by understanding the complexities of our unique startup and made a custom editable projection sheet for us. During stressful times we would reach out and he always made himself available to us immediately to answer investor questions and even drove to meet us several times to walk us through the numbers step by step with incredible patience. Long story short, you can't go wrong with John.” “He is a wizard. Super patient, very knowledgeable. Easy to get along with. Finance and numbers aren't my strong point. He broke everything down for me, created a user friendly finance template that even I understood how to fill out. Will totally hire again! Do you and your business a favor and hire John!” “John was everything I was looking for on this assignment. He totally added value and had the highest levels of responsiveness and professionalism I could ask for. He is also clear about what he can and can't do (as a creative, I can ask for the moon sometimes, lol) and has great communication throughout the process, which makes him easy and a joy to work with. I like working with varsity A-List level players, and John is all that and more. I don't think you can go wrong with him, and I will certainly be engaging him again.” ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -Specialize in Startup Finance: Startup finance is completely unique, and, unless you have someone who knows how to work with startups, you’re likely to get a model meant for a larger enterprise. These models might look good, but they fail to capture the details required of startup projections. While larger companies can project growth based on the past, as a startup you need projections built from the ground up to help investors (and your team!) understand the key drivers of your business. I started my financial career working as an analyst for a startup accelerator, and have been working with startups for the past 7 years, helping them fund, launch, and grow their incredible projects. I have worked with startups in SaaS, B2B, B2C, ecommerce, mobile app, fintech, healthcare, retail, media, and real estate, and am always expanding my portfolio. I also work on the investment side, doing analysis projects and projections for Venture Capitalists, and bring that experience to all of my projects. -Custom analysis and analytics: If your company requires custom analytics or business analysis, look no further. I use Excel to analyze data and create custom dashboards that show your business’ Key Performance Indicators, and have created analyses that allow companies to predict Customer LTV and breakeven day for a mobile app, understand what ROAS and CPA targets get them to their cash flow goal, and see opportunities for new product lines to increase LTV. -Models Tailored to Your Business: No two businesses are alike, and no two models I create are alike. I make sure to get to know your business and your team so that the model works for you, and is laid out in a way that makes it easy to understand and use. I make sure to reflect your business in a way that is easily presentable to investors and will help you pitch your business. -Readily Available for Clients: In a lot of ways finance can be like a foreign language. If you come from a non-finance background, it can be tough to understand at first. After completing your model, I’ll walk you through it step-by-step and make sure you fully understand how everything works and that it exceeds your expectations. If you ever have questions on the model, startup fundraising, a new product launch, or anything else, I am always available for my clients. Other facts about me: -I am a CFA Charterholder, and hold an MBA from the University of Southern California -I am an expert user in Excel, and enjoy using the program to create custom analyses for clients. I frequently use Excel for advanced data analysis and statistical modeling that go far beyond typical financial analysis, and love finding new applications for it. -I previously worked on a deal for a professional sports franchise. I also worked on a deal for a craft brewery and a well-known CPG company.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Startup Consulting
    Investment Research
    Financial Modeling
    Business Modeling
    Microsoft Excel
    Financial Analysis
  • $85 hourly
    Business Plans | Financial Models | Investor Pitch Decks | Management Consulting - Startup Consulting - Fin-tech- Private Capital Markets - Blockchain - Financial Modeling - Real Estate - Private Equity - Investor Packages - $250 million in seed, equity & debt capital raised An accomplished professional with 15 years of experience in Asset Management, Private Equity, Limited Partnerships, Real Estate, Re-positioning strategies (Leveraged buyouts & Debt Restructuring), Fintech start-ups (Prop-tech & Mortgage tech), & Blockchain research for exempt market dealers and private capital markets. Consultation Methodology Discovery - Develop a deep understanding of your vision, processes, business needs, project scope & timelines Analysis - Structure the deliverable based on analysis, solutions, strategic overhauls needed for successful completion of the project Recommendation - Provide data-driven insights and justifications for recommendations. Gather feedback and implement changes Advisory - Empower you to implement and execute with on-demand advisory services. Key deliverables include Strategy consulting ( Business plan creation, market penetration strategies, capital stack, financial modeling and forecasting, business development & sales, KYC/AML for Money Service Businesses, Crowdfunding - OSC 45-108) Business model design and consultation (SaaS, Marketplace, Freemium, Subscription, Bundling, Product to Service to name a few) Customer Acquisition Strategies Financial modeling Market Research, White papers for STO’s, blockchain offerings. Pitchbook design and investor packages. Sector Focus Real Estate Development (Mixed-use, multi-family, Student housing, Long-term Care Residences, Hospitality), Land Banking, Development Pro-forma, Valuations, Capital Stack Advisory Financial Services / Fin-tech - Prop Tech and Mortgage Tech, Payment Technology, Mobile-only banking models, Commercial Banking Professional services / Franchisee models Technology start-ups (SaaS financial models)
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Writing
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Microsoft PowerPoint
    Business Writing
    Business Modeling
    Financial Report
    Research Papers
    Financial Modeling
    Financial Presentation
    Real Estate
    Financial Analysis
  • $175 hourly
    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
    Private Equity
    Fundraising
    Financial Modeling
    Business Modeling
    Valuation
    Business Presentation
    Financial Analysis
    Pitchbook
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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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