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Rating is 4.7 out of 5.
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
  • $180 hourly
    I love working on international projects and consulting beautiful minds. Expertise & Education: - CFO (+5 years) - Mergers & Acquisitions (+8 years) - Venture Capital Expert (+10 years) - Entrepreneure & Founder (+10 years) - PhD in International Tax Law in Germany (2017) - Studied Law and Economics in Germany, Australia and Spain (207-2013) Work Experience: - M&A consulting on national and international projects (incl. Market Research, Due Diligence, Company Evaluation and Share/Asset Purchase Agreement) - Venture Capital consulting on national and international projects (incl. Scouting and Profiling of Startups, Due Diligence, Financial Modeling and Shareholder/Investment Agreement) - Interim CFO of eCommerce and FinTech Startups (+50 FTE and +6M€ revenue) - Managing Director of Holding and Operational Companies in Germany - Tax consulting on international restructuring and tax optimization projects
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    Financial Planning
    Contract Law
    Startup Consulting
    Corporate Finance
    Venture Capital Consulting
    Mergers & Acquisitions
    Legal Entity Structuring
  • $10 hourly
    I represent a team of expert virtual bookkeepers with 5+ years of experience in QuickBooks Online, Xero, and e-commerce businesses. We provide reliable, detailed services to small to mid-sized businesses. We Do: ➜ Online Bookkeeping, ➜ Cleanups & Setups ➜ Bank and Credit Card Reconciliations ➜ PayPal, Square, Stripe, Amazon, and Shopify Reconciliations ➜ Monthly/Yearly Reconciliations ➜ Financial Statements Our team is dedicated to providing flexible, personalized service to meet your business's unique needs. Here are some key points about our services: ➜ We tailor our services to your specific requirements and strive to deliver top-quality service to our clients. ➜ Our team is experienced in using various accounting-related software programs, including MS Excel and MS Word. ➜ We are comfortable using project management software like Trello, Asana, ClickUp, and Microsoft products (Team, Outlook, etc.) to stay organized and communicate effectively with our clients. ➜ We are passionate about serving our clients and work hard to exceed their expectations. ➜ We offer flexible hours to accommodate your business's schedule and ensure our services are convenient. ➜ We are well-versed in the accounting concepts and taxation systems of Asia, Australia, Canada, the USA & EU. ➜ We have excellent English communication skills. If you are looking for a reliable team of virtual bookkeepers who can provide top-notch services and help streamline your business's financial operations, look no further. We would love to work with you and your team! We are looking forward to working with you! 🖕
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    Microsoft Word
    Accounts Payable Management
    Accounts Receivable Management
    Xero
    Customer Support
    Financial Analysis
    Financial Planning
    Intuit QuickBooks
    Financial Accounting
    Accounting
    Bookkeeping
    Accounting Software
    Bank Reconciliation
    Microsoft Excel
  • $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
  • $100 hourly
    I'm a Certified Public Accountant - CPA (Licensed in North Carolina and South Carolina) and Chartered Financial Consultant® with experience in accounting, accounting system implementation/migration as a Project Management Professional (PMP), 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 Zoho accounting software and am able to learn new technologies quickly. I also have experience in the preparation and review of 990 tax returns for nonprofit tax returns, and have been successful in finding areas for correction where errors were previously overlooked. I have experience with personal and other corporate returns as well.
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    Project Management Professional
    Nonprofit Organization
    CPA
    Personal Budgeting
    Financial Planning
    Intuit QuickBooks
    General Ledger
    Tax Preparation
  • $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
  • $90 hourly
    ✔ Microsoft Certified Power Bi Data Analyst ✔ Advanced Revenue Manager for Hotels and Short Term Rentals ✔ 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'm a Microsoft Certified Power BI Data Analyst with over 8 years of experience in Finance, Accounting, and Data Analysis, primarily focused on the hospitality industry. I am an expert in: -Building Revenue Management and Pricing tools for Hotels and short term rentals. -Power BI and MS Excel for data analysis. -Advanced financial modeling, particularly in the hospitality and real estate sectors. -Financial reporting following IFRS standards. -Management accounting, including cost techniques, performance measurement, and decision making. -Revenue management strategies to maximize profits. -Providing ad hoc reporting tailored to your specific needs. Whether you need data-driven insights or want to enhance your decision-making, I can help you achieve success through data analysis. Your journey to data-driven decision-making starts here.
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    Business Analysis
    Data Analysis
    Microsoft Power BI Data Visualization
    Microsoft Power BI
    Revenue Management
    Management Accounting
    Business Intelligence
    Financial Reporting
    Financial Modeling
    CPA
    Financial Planning
    Microsoft Excel
  • $50 hourly
    Having certifications from the two largest Accounting Bodies of the world (AICPA, US - licensure pending, 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 5 years of experience in Financial Planning, 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 Fractional CFO, as well as a UK-based luxury fashion startup as its Head of Finance. What can you expect? -Immediate replies to questions and queries: available 10 hours a day (mainly UTC hours), Monday to Saturday -Accurate and cost-effective Strategic Financial Management, Financial Analysis, Accounting, Tax Planning and Preparation, and Financial Assignments (Financial Forecasts, Financial Modeling, Project Reports, and Investment Analysis) -Compliance with the Industry Best Practices, with an aim to customize the Financial Reports as per the Business (The professional has worked with clients belonging to varied industries-HR, Construction, Automobile Retail, IT Outsourcing, FinTech, Consumer Goods Manufacturing, Retail, and Financial Services Industries) -Availability post completion of the project: You may contact the professional any time even after the completion of the project for any queries or assistance. The professional hopes to create a long-term business relationship with you, helping you with anything and everything connected to Finance, Financial Accounting and Management Accounting.
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    Financial Planning
    US Taxation
    Financial Reporting
    International Taxation
    Bookkeeping
    Article Writing
    Cost Accounting
    Private Equity
    Financial Accounting
    Financial Audit
  • $65 hourly
    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 Analysis
    Corporate Finance
    Management Consulting
    Financial Planning
    Financial Modeling
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • $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
  • $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
  • $50 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
  • $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
  • $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
  • $50 hourly
    I am a seasoned specialist, focusing on crafting customized financial models tailored to each client's unique needs and objectives. I have successfully served both well-established companies and startups, delivering solutions that have facilitated investor funding and/or driven informed decision-making. Over the years, I have honed my skills working with companies across a myriad of sectors, with a particular emphasis on e-commerce and SaaS. My modeling techniques include advanced cohort modeling, scenario and sensitivity analysis, enabling me to provide optimal solutions. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐎𝐟𝐟𝐞𝐫𝐞𝐝: ✅  Tailored Financial Models: I design detailed multi-year forecasting models in tune with your business's distinct needs, regardless of the sector you are in! ✅  Long-term Support: Beyond project completion, I offer enduring support ensuring the models continue to meet your business needs. ✅  Seamless Integration: with QuickBooks or Xero for near real-time financial outlook updates. 𝐃𝐢𝐯𝐞𝐫𝐬𝐞 𝐒𝐞𝐜𝐭𝐨𝐫 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: My expertise extends across a vast array of sectors, from traditional to more unique domains including macadamia nut farming in South Africa, a cement factory in Saudi Arabia, sheep farming in UAE, to hardware-as-a-service companies.  Your success is pivotal, and I am here to provide the financial insight that propels your business forward. My approach is grounded in understanding your business intricately, ensuring the financial models I design are a true reflection of your business dynamics, aiding in effective decision-making and strategic planning.
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    Valuation
    Forecasting
    Startup Company
    Financial Analysis
    Financial Analysis & Valuation
    Startup Consulting
    Cash Flow Modeling
    Cash Flow Analysis
    Business Modeling
    Financial Modeling
    Financial Planning
    Company Valuation
    Pro Forma Statement
    Financial Report
  • $40 hourly
    7 years total experience in the accounting and finance industry. Client focused. 1) 2 years experience as a junior accountant for a real estate investment firm. Completed monthly journals, managed Accounts Payable and Accounts Receivable. 2) 3 years experience as a Financial Accountant // Financial Analyst for a real estate investment firm. Completed stakeholder management, financial statement analysis, equity tracking, cost tracking, and leadership. 3) 2 years experience as an Analyst (Controllers) at a bulge bracket investment bank. Answering global stakeholder queries, detailed variance analysis and reconciliations, implementation of automation, and finance process improvements. 4) Completed Bachelor in Business (Accountancy) from a top Australian University. 5) Studying towards Chartered Financial Analyst (CFA L1).
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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
  • $35 hourly
    Hi, I'm Lily! I have over 15 years of experience in financial management and investment banking. I enjoy working with business owners and operators to help grow their business. I build clear, easy-to-use financial models and make data analytics to support your business decisions, pitches, and investments. KEY SERVICES: - Financial projections for early stage & going on businesses - Cash flow modelling and investor return metrics (IRR, NPV, LTV) - 3-statement (P&L, balance sheet, and cash flow) models - Personal & Company Budgeting - Build analytical tools to monitor financial performance - Sales and custom KPI forecasts - Sensitivity and multiple scenario analyses EXPERIENCE: - 15+ years of building financial models for large and small companies - 5 years as a CFO, for commercial firm managing - Experience includes successful Organization of the budget process from "0", Development and implementation internal accounting from "0", Participation in negotiations with partners, financial institutions. Attracting financing and development in B2B projects. I will go through the whole path of financial analysis, and I will make such a financial model that will fully satisfy your needs and as a result we will get such a model that you will use for many years with pleasure.
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    Financial Planning
    Analytics Dashboard
    Business Modeling
    VLOOKUP
    Financial Analysis
    Budgeting & Forecasting Software
    Business Analysis
    Company Valuation
    Financial Projection
    Financial Modeling
    Data Analysis
    Microsoft Excel
    Google Sheets
    Dashboard
    Data Visualization
  • $250 hourly
    - Specializes in building rigorous quantitative models for market traders and fund managers so that they can validate their investment theses and raise capital - Active financial licenses: SIE, Series 65, Life & Health - Past experience as a top analyst at Boston Consulting Group and Director of Quantitative Research at a $1.4B RIA - Designed an MLP portfolio that exceeded the benchmark Alerian index by ~3500 bps in actual live track record performance - Built out the pro formas and financial projections for a $20M VC fund in the midst of the coronavirus crisis - Uses a combination of MS Excel and MATLAB turn high-quality work quickly so that you get the most out of every billable hour and get started making money ASAP
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    Cryptocurrency
    Model Optimization
    Stock Price Prediction
    Personal Finance & Wealth Management
    Stock Option Agreement
    Mathematical Optimization
    Mathematical Modeling
    Investment Strategy
    Portfolio Performance Modeling
    Bloomberg Terminal
    Quantitative Finance
    Portfolio Management
    Financial Risk
    Quantitative Analysis
    Financial Modeling
    Microsoft Excel
    MATLAB
  • $100 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.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Development
    QuickBooks Online
    Financial Reporting
    Analytics
    Business Innovation
    Financial Analysis
    Managerial Finance
    Problem Resolution
  • $35 hourly
    I have 16 years of experience in following areas of Bookkeeping & Audit: BOOKKEEPING 1) QuickBooks Online & Desktop - Excellent 2) PeachTree - Excellent 3) Xero - Good 4) Zoho - Good 5) US, UK, Canada & Australia GAAP - Excellent 6) IFRS and IFRS for SMEs - Excellent 7) Advance Microsoft Excel, Word & PowerPoint Handling - Excellent 8) Compilation of financial statements (consolidated and standalone) – Excellent 9) Reconciliations of banks, vendors and customers accounts. My Bookkeeping Methodology I have accounting expertise in financial reporting, accounting cycle analysis, accounts reconciliations, implementing accounting systems and accounting standards compliance. I have worked with different accounting firms in USA, United Kingdom, Australia, Middle East and Pakistan. During my association with firms, I have had the opportunity to establish accounting systems from scratch with the best accounting software including QuickBooks, Peachtree, SAGE ERP etc., design accounting forms and approval systems, enter long outstanding data, reconcile the banks, customers and vendors account to the nearest penny, prepare monthly management accounts and other vendors and customers reports for clients, compute each partners profit share, taxation and depreciation entries, prepared annual financial statements in accordance with applicable laws and accounting standards of a number of entities belonging to various sectors of the economy including construction, media, IT, family properties, NPOs, etc. This exposure to a wide spectrum of clients with a variety of work experiences has provided me with an in-depth knowledge of the key business processes and regulatory environment and to implement the right accounting policies that forms the basis of accurate accounting entries and ultimately the perfect financial statements of highest standards for sole proprietors, partnership firms, private limited companies and group of businesses in the Middle East, Pakistan, Australia, UK and USA. I am well-trained in QuickBooks, Peachtree and Microsoft Excel & Word. AUDIT 1) US, UK, Canada & Australia GAAP - Excellent 2) IFRS and IFRS for SMEs - Excellent 3) Grip on Auditing Standards - ISA, ASA, PCAOB, US GAGAS and GAAS - Excellent 4) CaseWare - Excellent 5) CCH Engagement - Good 6) Draftworx - Excellent 7) Advance Microsoft Excel, Word & PowerPoint Handling - Excellent 8) Compilation of financial statements (consolidated and standalone) - Excellent My Audit Methodology I am working with multiple accounting firms in USA, UK, Australia and Pakistan. I deliver assignments on CASEWARE, DRAFTWORX or other audit softwares for both audit and accounts preparation. Moreover, I perform internal controls assessment and recommend improvements as well as develop and implement control systems. I believe that quality must go with the quantity of work; that is why my success is built on relationships founded on trust with clear communication and coordination, supported by right technology and expertise. OTHER SERVICES (i) Filing Tax Returns of companies, partnerships and individuals of USA, Australia, UK and Pakistan. (ii) Implementation of newly effective accounting standards such as IFRS 16 and IFRS 15. (iii) Managerial Work - Our senior managers assist clients in their Administrative Managerial Tasks, Financial Management, HR Hiring & Payroll, Data Handling, Compliance of Law and Customer Requirements, Correspondence with Customers etc. Delivering services beyond prevailing standards is always been my trait. WHY CHOOSE US? · Accurate and 100% organic work! · Always on time delivery! · Professional work and big team of experts · Thought proactive, smart problem solving work . Reasonable price! . Full refund if not satisfied!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Statement
    Financial Reporting
    Proposal Writing
    Fund Accounting
    Human Resource Management
    Job Costing
    Accounting
    Bookkeeping
    Financial Audit
    Financial Accounting
    Budget Management
    Payroll Accounting
  • $100 hourly
    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
  • $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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