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  2. Finance & Accounting Talent
  3. Financial Planners
  4. (Current) United Kingdom
  • $50 hourly

    • 5.0/5
    • (7 jobs)
    I am a Certified Global Management Accountant (CIMA). I have a diverse background including both management and financial accounting with over 10 years of financial experience working for large and medium sized companies. I am a native English speaker and have a BA degree in Business and an MSc in Business from the University of Bath. Most recently I was the Finance Controller for a £190m turnover business and responsible for the financial leadership and development of 10+ finance professionals. I have a can do attitude and delivered process improvements, developed financial policies, up-skilled the team and led through a transition to private equity and following sale to a listed company. I would like to help support you and your business and am flexible in my arrangements.
    Featured Skill Financial Plans
    Financial Management
    Financial Reporting
    Financial Analysis
    Bookkeeping
    Cost Accounting
    Xero
    Financial Accounting
    General Ledger
    Payroll Accounting
  • $100 hourly

    • 5.0/5
    • (39 jobs)
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
    Featured Skill Financial Plans
    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
  • $80 hourly

    • 5.0/5
    • (8 jobs)
    With a strong background in financial modelling and strategic planning, I help companies and startups translate their vision into actionable financial insights. Whether you need a robust financial model, a detailed budget, or a strategic growth plan, I provide tailored solutions to drive your business forward. What I Can Do for You: ✔ Financial Modelling: Develop bespoke financial models for accurate forecasting, scenario analysis, and strategic decision-making. ✔ Budgeting & Planning: Create detailed budgets and financial plans to optimise resource allocation and enhance profitability. ✔ Growth Strategy: Provide data-driven insights to support sustainable growth and investor confidence. ✔ Investor-Ready Models: Build clear and compelling financial presentations that attract funding and demonstrate business potential. ✔ Ongoing Support: Ensure your financial models evolve with your business, providing long-term value. My Approach: ✔ Understanding Your Business: I take the time to grasp your unique model, goals, and challenges, ensuring tailored solutions. ✔ Precision & Accuracy: Every financial model is meticulously built for clarity, functionality, and strategic insights. ✔ Collaborative & Transparent: I work closely with you, ensuring that financial strategies align with your vision and objectives. What Clients Say: ⭐ “Carina’s financial modelling expertise has been invaluable in shaping our growth strategy and securing investment.” ⭐ “Her structured approach to budgeting and forecasting has given us a clear financial roadmap, making decision-making much easier.” Let's work together to strengthen your financial foundation and position your business for long-term success.
    Featured Skill Financial Plans
    Financial Reporting
    Management Accounting
    Financial Modeling
    Business Modeling
    Business Management
    Forecasting
    Financial Analysis
    Financial Management
    Corporate Finance
    Growth Strategy
    Budget Management
    Cash Flow Analysis
    Balance Sheet
    Financial Variance Analysis
    Financial Report
  • $99 hourly

    • 5.0/5
    • (12 jobs)
    - Finance master's degree, Chartered Accountant ACCA (CPA), Certified Cryptocurrency Expert (CCE) - Financial Reporting & Control, Project Management, Business Analysis, and due diligence. - Budgeting and forecasting, performance improvement, M&A and post-acquisition integration. - Process improvement: P2P, O2C, R2R - System upgrade, data and system migration, implementation and testing, Prince 2, Waterfall and Agile. - Microsoft applications (Advanced MS Excel, VBA, PowerPoint, SharePoint), Project, Visio, Dynamics (AX, 365, Navision, and GP), Analysis For Office (A4O). - Hyperion applications (Foundation, HFM, FDM, FDMEE, Financial Reporting, SmartView). - Other: SAP FI-CO/BW/BPC/BCS/BI/ S/4HANA, Cartesis Magnitude, Cognos, Tableau, Qlikview, QlikSense, BO, Sage, Oracle, Tagetik, Adaptive Planning, JD Edwards, Xero, FinancialForce, NetSuite, QuickBooks, Jira, Azure DevOps, Monday.com, Trello, Asana. - Team player mentality, result orientated problem solver, complex business environments, change management, comfortable working as a liaison between finance and IT.
    Featured Skill Financial Plans
    Financial Reporting
    Financial Management
    Financial Variance Analysis
    Agile Software Development
    Implementation
    Workday Adaptive Planning
    Management Consulting
    SAP Business Planning & Consolidation
    Data Migration
    Strategy
    Process Improvement
    Microsoft Dynamics 365
    Performance Optimization
    Financial Report
  • $75 hourly

    • 5.0/5
    • (1 job)
    Experienced Senior Finance Analyst / business partner, with extensive work experience across three continents and expertise, operating up to board level. Previous start up founder, who built an 8 figure turnover business from scratch. Not your typical accountant. Very sociable, hard working and love thinking outside the box and working with all different business areas. Happy to consider all opportunities in the areas of - Financial Analyst - Forecasting/Budgeting - Financial Planning, - - Business Partnering - Management/Board/Advisory - Modelling - Financial plans/investment level roles - Start up positions Do not specialise in - Financial accounting areas Audit/Tax/Regulatory compliance. - Book keeping / Account filing
    Featured Skill Financial Plans
    Cost Variance Analysis
    Cost Management
    Financial Reporting
    Cost Analysis
    Business Analysis
    Financial Plan
    Financial Management
    Financial Consulting
    Chartered Financial Analyst
    Business
    Finance
    Financial Projection
    Financial Analysis
    Financial Modeling
    Forecasting
  • $45 hourly

    • 5.0/5
    • (2 jobs)
    As a leader of a senior executive team, I have proven strategic skill sets and capabilities gained from both the public and private sectors. My leadership and managerial experience has embraced a broad spectrum of business development, marketing, customer analysis/profiling, customer satisfaction/journey, and financial planning and control, working with multiple stakeholders. Key aspects of my current role include commercial development and growth, marketing and communications.
    Featured Skill Financial Plans
    Business
    Event Management
    Human Resources
    Procurement
    Change Management
    Operating Systems Development
    Financial Management
    Program Management
    Project Management
    Product Development
    Marketing
    Freelance Marketing
    Communications
    Business Development
    Sales
  • $45 hourly

    • 5.0/5
    • (1 job)
    Financial Technology | Business Analysis | Market Analysis | KPI Planning | P&L Analysis I am a highly skilled Financial Technology expert with a strong foundation in Business Analysis and Market Analysis. With a Master's degree in Financial Technology, I offer a unique blend of academic knowledge and practical experience to drive business success. My expertise encompasses a wide range of financial and analytical skills, making me a valuable asset to organizations seeking to optimize their financial strategies and operations. What I Offer: I bring a comprehensive skill set to the table, allowing me to provide the following services: Data-Driven Business Insights: Leveraging market analysis and KPI planning to provide actionable insights for informed decision-making. Financial Strategy Optimization: Expertise in P&L and balance sheet analysis to fine-tune financial strategies and improve profitability. Digital Marketing Excellence: Crafting and executing digital marketing plans to enhance brand visibility and customer engagement. Team Leadership: Proven ability to coach and supervise sales and service staff to boost productivity and customer satisfaction. Business Analysis: Expertise in business analysis and management to drive process improvements and operational efficiency. Financial Technology: Harnessing financial technology to streamline financial services and enhance customer experiences.
    Featured Skill Financial Plans
    Personal Finance & Wealth Management
    Microsoft Excel
    Microsoft Dynamics CRM
    Relationship Management
    Sage 50 Accounting
    Research & Development
    Financial Management
    Product Development Process
    B2B Marketing
    Business Management
    Freelance Marketing
    Digital Marketing Strategy
    Analytical Presentation
    Business Analysis
  • $35 hourly

    • 4.9/5
    • (73 jobs)
    MBA Finance and NSE Certified Market Professional. Over 15 years of experience spanning investment banking, custodian banking, entrepreneurship, and equity research. I have a track record of delivering top services and working at a reasonable price with a win-win attitude with my clients. My clientele includes equity research firms, hedge funds, financial publications, international investors to name a few. Geographically I have worked with clients from the US, UK, Canada, Europe, Australia, and South Korea. Dedicate, hardworking, trustworthiness are some of the skills helped me to win a lot of clients. Service Description: Equity Research of Global Stocks. Help to build a profitable portfolio. Analyzing SEC filings, earnings transcript, and investor presentations. Tracking the economic data and how it has an influence on the stock market. Participating in due diligence calls with CEO's, CFO's and preparing research reports on companies. Writing financial articles to various websites. One of the leading contributor on estimize. My focus is on economic indicators. Experience in writing blind reports from CIM. Experience in writing a Confidential Business Review Preparation of Pitch Decks Experience as a stockbroker Investment analyst Preparation of Confidential Information Memorandum Industry report and analysis Equity research of biotechnology stocks Equity research on marijuana stocks Equity research of US and Europe stocks Portfolio Adviser Investor relations Mutual funds and ETF research Data analysis Editor Financial news websites writing Why you should hire me: Top-rated freelancer and client-focused. International stock investors can focus on their work and can save time by outsourcing the work of picking the right stocks, studying the financial reports, portfolio management, and any other stock related activities to me wherein I do research on stocks with keen interest and dedication as my own portfolio. I review the views of different investment banks and take a very broad view of stocks. I believe in win-win situations with a motive to give good returns to your hard-earned money. Research firms or financial news companies can hire me to write research reports or news analysis and can save costs. I always strive to give a fair view of stocks. I also write on cryptocurrency. Fund houses can hire to research stock and portfolio management. Startups can benefit from initial testing of their platforms. They also benefit from my frank opinion. I give my best to my clients and have developed long term relationships with my clients. Last but not least a bit thank you to all my clients !!!
    Featured Skill Financial Plans
    Quantitative Analysis
    Private Equity
    Investment Banking
    Biotechnology
    Portfolio Management
    Report Writing
    Financial Management
    Equity Research
    Investment Research
    Mergers & Acquisitions
  • $35 hourly

    • 4.9/5
    • (35 jobs)
    I am a native German speaker and have lived in English speaking countries for the past 12 years. I have studied and worked in English and my work history has included translation work, editing and proofreading (both for a local newspaper as well as a publishing firm), writing (blogging as well as articles for a local newspaper on a freelance basis) and have about 20 years of experience in editorial roles. My further background is in Finance with work as a financial advisor and relationship banker, a BBA in Finance as well as an MBA in Finance and I currently work as a Finance Business Partner.
    Featured Skill Financial Plans
    English to German Translation
    German to English Translation
    Writing
    Academic Writing
    Financial Management
    Financial Analysis
    Project Risk Management
    Data Entry
    General Transcription
    Translation
  • $15 hourly

    • 4.6/5
    • (2 jobs)
    I am a multifaceted professional with expertise in architecture, project management, digital marketing, and financial management. With a Bachelor's in Architecture and ongoing Master’s in Construction & Project Management, I offer a well-rounded approach to design, planning, and business operations. As a freelance architect, I specialize in residential and commercial projects, creating functional, modern, and sustainable designs. My experience extends beyond architecture into business administration, financial management, and digital marketing, allowing me to handle projects efficiently while ensuring cost optimization and market visibility. What I Offer: ✔ Architectural Design & Planning (AutoCAD, SketchUp, Revit) ✔ 3D Visualization & High-Quality Renderings (Lumion, Photoshop) ✔ Project & Construction Management (Budgeting, Scheduling, Execution) ✔ Financial Management (Cost Estimation, Budget Control) ✔ Business Administration & Client Management ✔ Digital Marketing & Branding (SEO, Social Media, Content Strategy) With my blend of technical expertise and business acumen, I help clients not only design great spaces but also manage their projects efficiently and enhance their business presence. Let’s collaborate to bring your vision to life! 🚀
    Featured Skill Financial Plans
    Social Media Management
    Financial Management
    Canva
    Research & Strategy
    Adobe Inc.
    Microsoft Office
    3D Modeling
    SketchUp
    Autodesk AutoCAD
    Problem Solving
    Creative Strategy
    Team Management
    Client Management
    Presentation Design
    Time Management
  • $90 hourly

    • 0.0/5
    • (0 jobs)
    Professional Profile An innovative entrepreneur, with directorship of 5 companies within sectors including property, fuel, hardware, and beauty. With experience setting up and running online businesses, and knowledge of all aspects of business management including finance and sales. With experience of developing marketing initiatives to increase the profitability and visibility of businesses, looking to use skills and experiences to develop new ideas and create new business ventures.
    Featured Skill Financial Plans
    Digital Marketing
    Financial Management
    Blockchain
    Business Development
    Business
    Product Development
    Customer Service
    Business Management
    Management Skills
    Instagram
    Google Marketing Platform
    Digital Marketing Strategy
    Email Marketing
    Retail & Consumer Goods
    Internet Marketing
  • $20 hourly

    • 5.0/5
    • (5 jobs)
    If you are looking for an experienced Accountant, Financial Analysis, Modeling, Projections and Bookkeeping in QuickBooks Online with Bank Reconciliation Specialist for your Business. You are at the right place lets discuss your Accounting & Financial and Bookkeeping needs in more detail so I can suggest and provide you the best solution according to your business-specific needs. In my experience integrity and confidentiality are the keys to run a successful project. All my former and current clients had trusted me because I understand the importance of having a good turnaround time. WHAT YOU GET FROM THIS GIG: Quick Books Online Accounting and Bookkeeping Bank Reconciliation Finacial Analysis & Valuation Financial Modeling & Projections Management Accounting Cost Accounting Accounts Receivable and Accounts Payable PayPal and Credit Card Entry Credit Card Reconciliation Set up of New Customers and vendors Data Entry Excel Work Misc. Reporting (AR Aging, AP Aging, Collections For your Attention Accountant Access is required to get started on the QuickBooks, Wave or FreshBooks project. Email /Zoom/ skype meetings may be required to get understand & discuss the project in detail. In case of a meeting before the main order, the client needs to purchase the basic gig package to share all details. Regards: Haider Ali Cheema
    Featured Skill Financial Plans
    Financial Modeling
    Financial Management
    Financial Analysis & Valuation
    Business
    QuickBooks Online
    Financial Consulting
    Xero
    Cost Accounting
    Bookkeeping
    Accounting Advisory
    Light Bookkeeping
    Management Accounting
    Financial Accounting
    Accounting
    Financial Projection
  • $60 hourly

    • 0.0/5
    • (0 jobs)
    Financial Strategist: Financial Coaching, Financial Planning, and Fractional CFO Expertise I have over 18 years of finance experience working in investment banking, commercial banking, asset management, strategic consulting, retail to being CEO and Founder of successful start-ups. MBA Cambridge Univ., MSc Finance Bayes Business School, Diploma in Regulated Financial Planning My multi-faceted expertise allows me to empower clients with personalised coaching, detailed financial planning, and strategic oversight as a Fractional CFO. Are you looking for any of the following? - Looking for a personal finance advisor/planner - Retirement and financial plan review - Budgeting small business advice - Couples personal finance audit and coaching - Retirement planning and financial advice - Personal finance coaching and advice - Need a financial adviser or investment manager? - Personal Budgeting to get out of debt and maximize cash flow? - One-on-one financial planning Create Personal Financial Plan for Aging Family member Strengths: Financial Coaching: Personalised financial plans, debt reduction strategies, savings and investment optimisation, financial literacy. Outsource your household financial management and benefit from comprehensive review and tax-efficient strategies. Financial Planning: Retirement and estate planning, tax-efficient investments, risk mitigation and insurance/protection solutions, wealth growth Fractional CFO: Advanced financial analysis and forecasting, strategic planning and financial modeling, cash flow management and cost optimisation, due diligence, financial market expertise Strong communicator and motivational coach Deep understanding of personal finance and investment principles Projects: Managed the credit and operational risk function for a US $65bn global emerging markets fund independently and in collaboration with other departments. Supported the Head of Commodity Finance in managing new and existing clients, and worked alongside a team of 10. Underwrote 5 syndicated investments (RCFs) totalling USD $65mn Managed a portfolio of 30 financial institutions and government entities in the Middle East and North Africa, analysed and advised on a range of investments that included debt offerings (RCFs) foreign exchange trades, and trade finance valued between USD$10mn and $150mn Supported Commercial Lettings Agency with their 3-year financial projection and analysis, within a tight deadline. Led the cost reduction initiative within a challenger bank by identifying the right costs to remove through a deep dive analysis to ensure cost reduction measures were not destroying value. The initial outcome led to roughly a 20% cost savings with ongoing assessments to ensure sustainable savings. Education: Diploma in Regulated Financial Planning ( Chartered Insurance Insurance), UK MBA in General Management from Cambridge University, UK MSc. Finance from Bayes Business School, City University UK Director at St. James Place Wealth Management
    Featured Skill Financial Plans
    Company Valuation
    Forecasting
    Personal Business Plan
    Personal Budgeting
    Personal Finance & Wealth Management
    Personal Finance
    Financial Risk
    Financial Modeling
    Financial Projection
    Financial Analysis
    Financial Planning
    Financial Management
    Financial Consulting
    FinTech
    Financial Analysis & Valuation
  • $18 hourly

    • 5.0/5
    • (6 jobs)
    I am a Chartered Certified Accountant and member of ACCA. At present, I am working as an "Accountant" at a London-based accountancy firm. My area of expertise includes, bookkeeping, accounts preparation, VAT returns preparation, annual tax computations etc. for the UK companies. I am at ease with software like Xero, QuickBooks, Tax Filer, FreeAgent and IRIS. I have extensive experience of dealing with the Companies House and HMRC for matters relating to both the companies and individuals.
    Featured Skill Financial Plans
    Management Accounting
    Financial Management
    Financial Reporting
    Finance & Accounting
    Taxes
    Xero
    QuickBooks Online
    Tax Planning & Advisory
    Bookkeeping
    Tax Accounting
    Accounting
  • $30 hourly

    • 5.0/5
    • (5 jobs)
    Hello and welcome to my profile. If you're seeking a supportive partner to provide top-tier administrative support or need help tackling personal challenges and achieving your goals, I am here to assist. Whether in a business or personal capacity, my focus is on creating organized, efficient, and fulfilling environments for my clients. I am a highly adaptable Administrative Specialist with over 10 years of experience in business support. With a practical and creative approach to problem-solving, I efficiently handle a wide range of administrative and personal assistant tasks, freeing up your time to focus on core projects. I have provided executive support and developed business systems for small to medium-sized limited companies and SaaS organizations. Over time, I expanded my services to provide comprehensive support beyond traditional administrative functions. I now also help individuals navigate financial planning, emotional challenges, and relationship dynamics. My goal is to foster healthier relationships and encourage personal growth.
    Featured Skill Financial Plans
    Process Optimization
    Executive Support
    Xero
    Accounts Receivable
    Organizational Design & Effectiveness
    Office Administration
    Database Maintenance
    Document Management System
    Payroll Accounting
    Personal Budgeting
    Problem Solving
    Data Management
    Financial Management
    Data Entry
    Virtual Assistance
  • $10 hourly

    • 5.0/5
    • (2 jobs)
    Are you a UK limited company director seeking assistance with Annual Accounts, Corporation Tax, VAT or Bookkeeping? Services I offer: ✔ Preparation & filing of Annual Accounts ✔ Preparation & filing of Corporation Tax Returns (CT600) ✔ Filing your confirmation statement ✔ Preparation & filing of VAT Returns ✔ VAT Registration & Confirmation statement ✔ Bookkeeping Services (Xero, Quickbooks, FreeAgent) Hi, I am an ACCA finalist and a certified UK accountant with 3+ years of experience working in accountancy practices across the UK, preparing and filing 500+ accounts and returns till date. My areas of expertise are Bookkeeping, Annual Accounts, Corporation Tax, and VAT Returns, Company secretarial services, and with extensive practical experience, I have gained much expertise in them. Why Choose Me? ◾ UK Expertise: In-depth knowledge of UK accounting standards and tax regulations. ◾ Accurate & Timely filings: Your filings will be accurate and submitted on time to avoid penalties and ensuring timely compliance. ◾ Ensuring Maximum Tax Savings: With extensive experience in UK tax, I am able to identify and claim all eligible allowances, reliefs and deductions that your company is eligible for. ◾ Transparent Pricing: No hidden fees, just a simple and affordable service. ◾ Excellent Communication: I'll keep you informed throughout the process and answer any questions you may have. ➡ Feel free to contact me 24/7 for an initial consultation to discuss your project.
    Featured Skill Financial Plans
    Transaction Data Entry
    Accounting Software
    Light Bookkeeping
    Xero
    Pitch Deck
    Buildium
    Financial Management
    Financial Modeling
    Financial Analysis
    QuickBooks Online
    Bookkeeping
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Intuit QuickBooks
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I am a Relationship Manager and Customer Services professional and with years of experience in Commercial and Business (SME) Banking, managing and growing business relationships in the Healthcare, Oil & Gas, Construction, Financial Services, and Manufacturing sectors of the economy. I have developed significant competence and knowledge in this field and excel at it. I also possess Treasury Management and Credit Control experience, having worked with a leading FMCG, overseeing the Accounts Receivables team to deliver effectively and efficiently in payments. My career experiences are supported by two academic qualifications as well as valuable soft skills like negotiation and team leadership amongst others. I am very detailed and a fast learner, always seeking opportunities to develop myself and to be of sustainable value to my organization, my community and the environment. I am quite passionate about efficiency in personal and business finances. Hence, I seek opportunities to cut unnecessary costs while boosting revenue through systemic implementation of strategies and programs.
    Featured Skill Financial Plans
    Financial Analysis & Valuation
    Financial Consulting
    Financial Management
    Editing & Proofreading
    Customer Relationship Management
    Accounts Receivable Management
    Price & Quote Negotiation
    Sales & Marketing
    Professional Tone
    Finance & Banking Chatbot
    Customer Service
    Financial Planning
  • $120 hourly

    • 0.0/5
    • (0 jobs)
    A results-driven financial and operations executive with a track record in steering high-growth companies through diverse financial milestones, from fundraising, cash flow optimisation and creating scalable process to exit/carve out preparation. At SharpEnd I oversaw a £3.5m equity and debt raise while leading end-to-end finance, people, and operations functions. Previously, I guided Seene Energy from concept to a profitable venture achieving over AU$30 million ARR. Known for my hands-on approach, I excel in leading by example and building stakeholder alignment. My strategic and analytical expertise enables me to drive performance in financial control and reporting, operational efficiency, to build sustainable commercial growth.
    Featured Skill Financial Plans
    Budget
    Financial Plan
    Financial Modeling
    Financial Management
    Financial Analysis
    Growth Strategy
    Financial Reporting
    Financial Consulting
    Commercialization
    Modeling
    Finance
  • $20 hourly

    • 5.0/5
    • (9 jobs)
    I am a chartered accountant by trade and hold a BA(Hons) in finance with 1st class honours, and a Masters degree in Finance. Professionally I have worked in the UK and also Australia. My lines of work have been external audits, internal audits, insolvency, and corporate advisory. Additionally, I have extensive bookkeeping experience for small and large clients. I also have significant teaching experience. In a previous role I was a lecturer at the University of Strathclyde in Scotland where I taught finance to undergraduate and postgraduate students. I am originally from Glasgow, Scotland, and in my free time I enjoy using the gym, hiking, martial arts, and cooking.
    Featured Skill Financial Plans
    Personal Finance
    Financial Model
    Management Accounting
    Financial Management
    Financial Accounting
    Finance & Accounting
    Accounting Basics
    Accounting Advisory
    Microsoft Excel
    Economics
    Business
    Finance
    Internal Auditing
    Financial Audit
    Accounting
  • $25 hourly

    • 5.0/5
    • (0 jobs)
    Hello! I'm Henry, and I'm excited to connect with you. As an experienced Business Plan Writer, I have a deep passion for creating strategic roadmaps that help businesses succeed. With 8 years of industry experience, I have worked with startups, SMEs, and corporations worldwide, turning ideas into actionable business plans. My approach is thorough and detail-oriented, ensuring that every aspect of your business vision is clearly articulated. I utilize cutting-edge tools and software, including: - Microsoft Office Suite (Word, Excel, PowerPoint) - Google Workspace (Docs, Sheets, Slides) - Business Plan Software (LivePlan, BizPlanBuilder, Enloop) - Financial Modeling Tools (QuickBooks, Xero) In team settings, I bring a collaborative spirit and strategic insight. I believe that effective teamwork is key to success. By fostering open communication and mutual respect, I ensure that every team member's expertise contributes to our shared goals. Why should you hire me? Because I don't just write business plans; I create blueprints for success. With a strong understanding of market trends, industry dynamics, and financial projections, I offer invaluable insights that help businesses thrive in competitive environments. My dedication to excellence and commitment to client satisfaction set me apart as a trusted partner in your business journey. If you're ready to turn your vision into a compelling business narrative, let's get started. Contact me today, and together, we'll pave the way for your business's success with confidence and clarity. Best regards, Henry.
    Featured Skill Financial Plans
    Bookkeeping
    Financial Management
    Financial Analysis
    Marketing Plan
    Product Management
    Project Management
    Business Management
    Business Name
    Business Proposal Writing
    Grant Proposal
    Grant Writing
    Business Planning & Strategy
    Business Plan
    Business Development
    Brand Development
  • $50 hourly

    • 0.0/5
    • (1 job)
    Accomplished finance professional with an MSc in Financial Technology & Financial Markets and an MBA, complemented by extensive certifications and a distinguished academic record. Possessing a robust background in financial management, budgeting, and forecasting, I excel in producing accurate management accounts and delivering insightful financial analysis. With a proven track record in mentoring and cross-functional teamwork, I have successfully streamlined financial processes and ensured regulatory compliance. Proficient in advanced Excel and experienced in financial planning and analysis, I have effectively managed financial operations and liaised with auditors. My diverse experience across various roles, including positions at leading financial institutions, equips me with the expertise to optimize financial performance. I am seeking a challenging role as a Financial Accountant/Management Accountant to leverage my skills in driving financial success and operational efficiency.
    Featured Skill Financial Plans
    CVAT
    Payroll Accounting
    QuickBooks Online
    Sage
    Xero
    Investment Banking
    Financial Modeling
    Financial Management
    Finance & Accounting
    Financial Analysis
    Management Accounting
    Bookkeeping
    Bank Reconciliation
    Account Management
    Account Reconciliation
  • $100 hourly

    • 4.1/5
    • (1 job)
    Matteo is an accomplished Finance Director, Board Director, and Entrepreneur, with a 28-year journey across clean technologies, water, infrastructures, medical technology/SaaS, telecom, retail banking, recruitment and renewable energy sectors. His expansive portfolio spans PLCs, SMEs, and startups, marked by expertise in M&A, capital raising, and crisis management. With fluency in French, Italian, and Spanish, Matteo's global outlook enriches his strategic acumen. Matteo's pivotal strengths revolve around creating vertical supply chain solutions and implementing intellectual property strategies, further amplified by royalty models. His strategic prowess empowers businesses to surge past competitors, elevating margins, expanding market share. Matteo has strong experience of successful capital raising, for both for small and large businesses, from sources of Equity and Debt, having raised over £240m, raising amounts between £5m to £200m, including £5m of private venture debt.
    Featured Skill Financial Plans
    Venture Capital
    Capital Markets
    Financial Reporting
    Financial Modeling
    Financial Management
    Financial Consulting
    Financial Analysis & Valuation
    Environment & Green Technology
    Corporate Governance
    Corporate Finance
    Accounting Basics
    Accounting
    Management Consulting
    Analytical Presentation
    Financial Planning
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Making expert financial leadership and support accessible to Startups and SMEs! Offering all, or some of the Financial expertise, leadership and support your business needs to thrive. > Fractional CFO/ FD > FP&A > Strategy & Leadership > Financial Modelling > Cash Flow Management > Bookkeeping > Process, Automation & System Implementation > Fundraising Support (Equity and Debt Capital) > Exit Support > Audit & FDD Support
    Featured Skill Financial Plans
    Fundraising
    Cash Flow Modeling
    Cash Flow Analysis
    Budgeting & Forecasting Software
    Financial Management
    Financial Consulting
    Strategy
    Financial Modeling
    Microsoft Excel
    Finance & Accounting
    Financial Analysis & Valuation
    Management Consulting
    Bookkeeping
    Financial Planning
    Accounting
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    I am AAT-qualified accountant, Xero certified bookkeeper with a strong understanding of clients' business accounting needs, who efficiently completes VAT returns and maintains accurate financial records. With sharp analytical abilities and thorough knowledge of financial regulations confidently handle the complexities of preparing annual accounts and corporation tax returns for UK based companies. Excel in managing corporation tax preparation and filings with precision, identifying eligible deductions and utilizing their extensive understanding of tax laws to maximize savings for clients. As a finance director, held several consulting appointments for limited companies, providing guidance on UK company laws and tax requirements to both boards of directors and shareholders. Certified in leading accounting and tax software like Sage, QuickBooks, Xero, and IRIS Elements for Tax and Accounts filings, which always brings efficiency and innovation to financial processes, ensuring that the businesses are equipped for current and future financial challenges.
    Featured Skill Financial Plans
    QuickBooks Online
    Business
    Startup Company
    Company Registration
    Financial Management
    Financial Accounting
    Internal Auditing
    C-Corporation
    Xero
    Taxation
    Tax Preparation
    Tax Accounting
    Financial Planning
    Accounting
    Bookkeeping
  • $35 hourly

    • 0.0/5
    • (0 jobs)
    As an ICAEW Chartered Accountant with a wealth of experience in accounting, financial planning & analysis, and financial due diligence, I bring a proven track record of driving success for a diverse range of businesses. From working with SMEs at KPMG to more recently working with some of the UK’s most exciting VC-backed startups, I’m equipped to tackle any finance requirement that you may have.
    Featured Skill Financial Plans
    Cash Flow Modeling
    Cash Flow Analysis
    Scenario Planning
    Payroll Accounting
    Business Process Automation
    Forecasting
    Due Diligence
    Mergers & Acquisitions
    Expense Reporting
    Financial Modeling
    Financial Management
    Finance & Accounting
    Financial Analysis
    Bookkeeping
    Accounting
  • $400 hourly

    • 0.0/5
    • (0 jobs)
    8 years+ as an experienced financial professional with a robust background in Capital Markets and Managed Investment Fund Products. Proven track record of driving product management, research and sales, delivering strategic growth and operational efficiency across global platforms - increasing AUM, optimising sales strategies, and navigating complex regulatory environments across regions. Skilled in leading cross-functional initiatives, enhancing control frameworks, and driving scalability to meet business targets within Wealth Management, Asset Management, Private Banking, Investment Banking sectors. Passionate and highly-driven individual. Graduated with a renowned UK university degree with a demonstrated history of working in global financial powerhouses, especially in private and retail wealth management. Eligible to work in the UK without sponsorship.
    Featured Skill Financial Plans
    Financial Management
    Financial Consulting
    Financial Analysis
    Real Estate Investment Assistance
    Investment Strategy
    Fundraising
    Asset Management
    Asset Allocation Analysis
    Investment Portfolio Review
    Private Equity
    Personal Finance & Wealth Management
    Accounting Basics
    Management Consulting
    Analytical Presentation
    Financial Planning
  • $60 hourly

    • 0.0/5
    • (0 jobs)
    PROFESSIONAL SUMMARY Seasoned Change and Portfolio Management professional with over 20 years of experience specialising in digital transformation, regulatory compliance, and strategic business change within the financial services sector. Proven track record in managing large-scale portfolios (£49M+) and implementing enterprise-wide transformation initiatives. Expert in both Agile and Waterfall methodologies, with a focus on delivering measurable business outcomes while ensuring regulatory compliance. EXPERTISE Programme Delivery: Managing multiple project / initiative workstreams through full lifecycles in accordance with industry standards and best practices. Well versed in implementing mechanisms for tracking progress levels and managing all aspects of risk and regulation. An expert in embedding governance frameworks with strong knowledge of methodologies / frameworks including PRINCE2, Agile, Scaled Agile and Waterfall.
    Featured Skill Financial Plans
    Product Roadmap
    Project Plans
    Project Objectives
    Project Risk Management
    Project Management Office
    Project Management
    Governance, Risk & Compliance Software
    Project Delivery
    Project Budget
    Risk Management
    Risk Analysis
    Financial Management
    Change Management
    Portfolio Management
    Program Management
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