Hire the best Financial Planners in Georgia

Check out Financial Planners in Georgia with the skills you need for your next job.
  • $80 hourly
    Accomplished finance executive with 20 years of experience and a strong foundation in healthcare and corporate finance, an MBA education, and extensive IT systems experience. Proven track record of success in improving revenue cycle efficiency, optimizing capital structures, and driving revenue growth. Adept at leading initiatives that deliver tangible results in complex environments. Highly proficient in quantitative analysis and skilled at leveraging technology to drive efficiency and performance. Effective leader with a hands-on approach to business management, dedicated to contributing meaningfully to project success. Skills and Abilities: -Exceptional analytical and problem-solving skills -Strategic financial acumen and experience in doubling operating locations -Hands-on business management approach, including employee management and budgeting -Comprehensive educational background with an MBA and dual Bachelor's degrees -Highly proficient in MS Office, Excel, Access, and other software tools for quantitative analysis -Effective leader in both independent and collaborative environments, dedicated to project success.
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    Healthcare
    QuickBooks Online
    Forecasting
    Financial Modeling
    Income Statement
    Spreadsheet Skills
    Microsoft Access
    Analytical Presentation
    Franchise
    Financial Management
    Finance & Accounting
    Management Accounting
    Bookkeeping
    Microsoft Excel
    Financial Analysis
  • $70 hourly
    I am a self-driven professional with 10+ years of experience in grant writing, monitoring & evaluation, program design, management and data analysis for domestic and international humanitarian and emergency settings. I am successful collaborator, facilitator and manager with a passion for data-driven systems that promote innovation across teams. I'm passionate about building data dashboards to monitor strategic initiatives. I've managed projects in Latin America, the Caribbean and sub-Saharan Africa, and am in search of new opportunities to simultaneously hone my skills and contribute to companies tackling complex health issues.
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    Qualitative Research
    Data Analysis
    Financial Management
    Project Management
    Data Management
    Program Evaluation
    Budget Proposal
    Grant Writing
  • $130 hourly
    I am an experienced CFO/Finance Leader with a track record of working successfully with companies of all sizes. My experience has enabled me to be comfortable working as a global leader with an international team or operating as a one-person team in a pre-revenue start-up environment. I have worked in a variety of industries, SaaS, Custom Software Development, Industrial and Residential Services, Real Estate Development, Property Management, and Healthcare. Over the past several years I have been working with companies as a fractional CFO. It has been such a great experience. I have been able to get hands-on experience with companies in different industries and at different stages of the business life cycle; from pre-revenue to exit. I am happy to tailor my involvement to the needs of my clients. Some companies have needed me to handle all accounting and finance work and engaged me for 30-40 hours per week while other clients have contracted me for 10-15 hours per month to act as a sounding board for their CEO. I am honored to work with clients in any situation where I might be able to help My career began with financial and operational roles at the following companies: • Arthur Andersen – Turnaround/Bankruptcy Consultant • Oracle - Director of Financial Operations in the Telecom Sales Vertical • MCIC Vermont – VP of Finance and Claims (Medical Malpractice RRG) • Norrell – Financial Consultant to the CFO (staffing company) • ClientLink – VP of Finance (custom application development) Fifteen years ago, I co-founded Enablus, an IT Consulting firm where I was the CFO. Co-founding a company was a terrific learning experience; however, after five years of prosperity, the company was no longer able to support multiple partners, As such, I made the decision to leave Enablus and venture into a new opportunity as the Director of Finance for The Center for Health Transformation (a Healthcare Think Tank/Consulting Firm founded by former Speaker of the House Newt Gingrich). The company was no longer viable after Mr. Gingrich announced his candidacy for President of the United States. I helped wind down the company and then went to work as Vice President of Finance/Shared Services for EPI-Use Labs (a multinational SaaS company) where I led an international team of finance, HR and contract professionals with team members in the UK, Germany, South Africa and the United States. After EPI-USE Labs, I was the CFO and a member of the Board of Directors for Xcaliber Technologies (an international SaaS startup company) and Xcaliber Infotech (a sister company supplying all software development in Pune, India) where my primary responsibilities focused on all finance and accounting, securing and finalizing investment capital and all M&A activity. More recently, I was the CFO of a conglomeration of 12 real estate development companies, a property management company, and a commercial brokerage company. For the past four years I have been working as a fractional CFO for companies in healthcare, software, mortgage brokerage and non-emergency transportation. An additional note that will help give you a better feel for my core values and beliefs. Prior to attending college, I worked for my father-in-law’s grocery distribution business in southern Utah for ten years. It was here that I learned perhaps the greatest two lessons of my career. The first lesson I learned was to do “whatever needed to be done.” To that end, during my time working there I learned out of necessity to drive an eighteen-wheeler and to be a meat cutter in a grocery store. The second important lesson I learned was the importance of customer service. I learned to do whatever a customer needed. We were a small company and each and every customer was the lifeblood of the company. I learned very quickly that is far less expensive to keep a customer than it is to obtain a new one. These lessons have stuck with me throughout my career and continue to serve me well to this day..
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    Budget
    Forecasting
    Strategy
    Financial Policies & Procedures
    Financial Analysis
    SaaS
    Financial Modeling
    Financial Management
    Startup Consulting
    Cash Flow Modeling
    Accounting Principles & Practices
    Startup Company
    Finance & Accounting
    Intuit QuickBooks
    Financial Projection
  • $15 hourly
    Welcome to my profile! I offer a range of professional services that can be customized to meet your specific requirements. I specialize in English-Spanish translation, bookkeeping, and various business documents, including academic papers, e-commerce materials, data entry, writing, and proofreading. I guarantee the accurate and timely completion of your projects. My primary objective is to assist you in achieving your goals. Let's work together to bring your projects to life excellently and efficiently. Please feel free to contact me for your project needs. I am enthusiastic about contributing to your success. Best regards, Jemira
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    Financial Management
    Web Design
    Business
    Customer Service
    Administrate
  • $20 hourly
    I am a certified financial specialist. I specialize in accounting, financial planning, business taxes, and more. With over 10 years of experience in the financial industry, I have a deep understanding of the complexities of the field and have helped many businesses and individuals reach their financial goals. I work with my clients to create customized financial plans that are tailored to their needs. I believe in creating a long-term relationship with my clients, and always strive to provide the best service possible. My goal is to ensure that all of my Clients get exactly what they request. Some services I am highly proficient in are: - Accounting - Bookkeeping - Account payable - Business taxes - Start up funding - Financial planning - Life insurance - Payroll/Hiring/Training Communication regularly is very important to me, and I promise to keep in touch throughout the project. I even offer after project care. Let’s connect!
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    Management Accounting
    Accounting Basics
    Database
    Business Consulting
    Microsoft Office
    Human Resources Consulting
    Business Management
    Human Resources Compliance
    Financial Management
    Administrate
    HR & Business Services
    Business
    Accounting
  • $70 hourly
    I have 15+ years of business development, operational and financial management experience across polyurethanes, franchising, automotive after market, fashion retail, manufacturing, real estate, nonprofit, and tech development industries. I conduct market and competitive research and develop financial strategies that address business challenges and produce multimillion-dollar revenue. I create dynamic financial and operational models that help businesses' determine valuations, cut costs, increase revenue, manage and forecast cash flows, and identify operational inefficiencies. I specialize in real estate investment analysis including due diligence, valuation analysis, financial and statistical analysis, and presentation development. I also love working with start-ups and can create your business plan and pitch book to aid in structuring and growing your business, to generate new clients and partnerships, and to secure loans/PE/VC funding. I look forward to working with you! CORE COMPETENCIES: Business Strategy & Execution • Growth Transformation & Value Creation • Operational Transformation • Organizational Design • Strategic Finance • Financial Modeling • Financial Planning and Analysis (FP&A) • Budgeting & Forecasting • P&L Balance Sheet • Financial Statement Analysis • Valuation • Cash Flow Forecasting • Variance Analysis • Scenario & Sensitivity Analysis • ESG Integration & Financial Analysis • Portfolio Management • Competitive Analysis • Real Estate Market Analysis • Project Documentation • Land Acquisition • Feasibility Studies • Due Diligence • Project Financing • Property Development • Risk Assessment • Demand Generation * Dashboards & Data Visualization * Data Analysis TECHNICAL PROFICIENCY Advanced Microsoft Excel, Power Pivot, Power Query, Power BI, Tableau, PowerPoint, MS Project
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    Financial Presentation
    Financial Variance Analysis
    Discounted Cash Flow
    Financial Statement
    Strategic Planning
    Analytics Dashboard
    Real Estate Financial Modeling
    Financial Management
    Business Presentation
    Financial Analysis & Valuation
    Data Analytics & Visualization Software
    Financial Analysis
    Microsoft Excel
    Pitchbook
    Financial Modeling
  • $40 hourly
    I am a virtual operations manager with experience in managing teams, budgeting, marketing and overall business operations. I have over 7+ years' experience in operations and property management. I can assist with all things operations, administrative and marketing related. I have managed small and mid-sized teams. I have experience with many different types of software and platforms including: Asana, Slack, Canva, MailChimp, Go Daddy Studio, ConvertKit, Outlook, Gmail/GSuite, HubSpot, Entrata, ClickUp, LinkedIn, Instagram, Facebook, TikTok, and more! I would love to assist you and your business!
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    Social Media Marketing
    Capital Expenditure
    Gmail
    Microsoft Outlook
    Strategic Planning
    Email Marketing
    Slack
    Asana
    Budget Management
    Budget Planning
    Property Management Software
    Property Management
    Financial Management
    Marketing Operations & Workflow
    Business Operations
  • $60 hourly
    Are you tired of being bogged down by the financial challenges that seem to be holding you back from reaching your full potential? Are you struggling to make sense of your financial statements, or worried that you're not making the most of your revenue streams? If so, you're not alone. Whether you're a new startup, a growing company, or an established business, a robust financial plan is critical to your success. But with so many variables to consider, it can be overwhelming to develop a comprehensive financial plan that meets your specific needs. Without a solid financial plan, you risk running out of cash, missing out on growth opportunities, and even jeopardizing the future of your business. That's where I come in, as a Financial Analyst with over a decade of finance experience with S&P Global one of the Fortune 500 companies, I have the expertise and insights you need to make informed financial decisions. I know that you need more than just a one-size-fits-all approach - you need a customized solution that takes into account your unique business model, your revenue streams, and your growth goals. No matter where you are in your business journey, I'm here to listen to your concerns, answer your questions, and provide you with the insights, strategies and support you need to succeed. With my help, you can make informed financial decisions that will enable you to achieve your goals and take your business to the next level. Whether you're struggling with cash flow management, need help raising capital, or want to optimize your revenue streams, I've got the expertise and experience to help you achieve your goals. I'll work with you to identify your pain points and provide you with ongoing support and guidance as you grow and evolve. I am a full-stack and a one-stop shop for all your financial needs. This comprehensive approach ensures that you have all the tools necessary to drive your business forward and secure the funding you need.
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    Investment Research
    Startup Pitchbook
    Real Estate Financial Modeling
    Financial Analysis
    Financial Plan
    Pitch Deck
    SaaS
    Private Equity
    Data Analysis
    Valuation
    Investment Strategy
    Financial Model
    Microsoft PowerPoint
    Financial Management
    Microsoft Excel
  • $15 hourly
    As a seasoned tour manager I believe I have a keen eye for detail and a knack for problem-solving. I orchestrate the logistics of each tour, ensuring smooth operations from start to finish. Logistics Expertise: I have become a master of logistics, adept at coordinating every aspect of concert tours with precision and efficiency. From transportation and lodging arrangements to equipment setup and venue logistics, I ensure that every detail is meticulously planned and executed to perfection. Strategic Planning: Experience developing comprehensive tour schedules and budgets. With an eye for detail and a focus on maximizing resources, I have experience strategically mapping out each tour, balancing artistic vision with practical considerations to achieve optimal results. Effective Communication: Communication is key! Serving as the primary liaison between artists, crew members, and management, I strive to foster clear and open lines of communication, ensuring that everyone is informed, engaged, and working towards a common goal. Crisis Management: In the unpredictable world of live music, you must thrive under pressure, calmly navigating unexpected challenges and finding creative solutions to keep tours on track. With a cool head and quick thinking, I am prepared to handle any crisis that may arise, minimizing disruptions and ensuring a seamless experience for all involved. Team Leadership: Leading by example, I try to inspire and motivate crew members by creating a collaborative and supportive work environment that encourages excellence and teamwork. I use my leadership skills to empower team members to perform at their best, contributing to the overall success of each tour or project.
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    Data Entry
    Organizational Background
    Microsoft Excel
    Microsoft Word
    Time Management
    Problem Solving
    Project Management
    Communication Skills
    Leadership Skills
    Data Analysis
    Operations Management Software
    Financial Management
    Logistics Coordination
    Supply Chain & Logistics
    Logistics Management
  • $60 hourly
    I am a highly experienced accounting and financial management professional with over a decade of expertise in full-cycle accounting, financial reporting, cash flow management, budgeting, and tax compliance. My background includes leadership roles as an Accounting Manager, Senior Accountant, and Regulatory & Tax Compliance Analyst, where I have successfully implemented internal controls, optimized financial processes, and ensured compliance with GAAP and regulatory standards. What I Bring to the Table: - Comprehensive Accounting Expertise: Skilled in managing all aspects of accounting operations, including month-end and year-end closings, financial reporting, and audits. - Financial Strategy and Planning: Proven track record in developing budgets, optimizing cash flow, and providing strategic financial analysis to support business growth. - Client-Focused Solutions: Extensive experience working directly with clients, from small businesses to professional services firms, offering tailored financial management services that align with their specific needs and goals. - Proficient in Accounting Software: Advanced user of QuickBooks Online, Excel, and other accounting tools, with the ability to quickly learn and adapt to new systems. - Leadership and Mentorship: Strong background in leading and mentoring accounting teams, ensuring high levels of productivity, accuracy, and compliance. - Industries Served: Experience spans various industries, including inspection and analysis services, consulting, marine retail, technology and manufacturing, healthcare, and financial services. I am passionate about helping businesses achieve financial clarity and success through accurate reporting, insightful analysis, and effective financial management. Whether you need help with ongoing accounting tasks, financial reporting, or strategic financial planning, I am here to provide reliable, high-quality support that drives results. Let's work together to streamline your financial operations and help your business thrive!
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    GAAP
    Financial Management
    QuickBooks Online
    Tax Accounting
    Accounting Principles & Practices
    Financial Audit
    Finance & Accounting
    Payroll Accounting
    Oracle NetSuite
    Microsoft Excel
    Financial Planning
    Light Bookkeeping
    Bookkeeping
    Accounting Basics
    Accounting
  • $150 hourly
    Global logistics & project management executive with 30 years of experience leading complex, multi-million dollar projects across supply chain sectors. Proven track record in driving cost-effective, client-focused solutions while delivering projects under budget and ahead of schedule.
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    Budget Management
    Program Management
    Financial Modeling
    Cultural Adaptation
    Team Building
    Oracle Sales Cloud
    CRM Development
    Oracle CRM On Demand
    Client Management
    Financial Management
    Contract Management
    Data Analytics
    Supply Chain & Logistics
    Business Transformation
    Leadership Skills
  • $100 hourly
    US BASED GO TO TAX EXPERT: for US individual and business tax, with over 30 years of professional tax strategy, preparation and advisory services of which the last 15 years spent in private practice. I specialize in both US individual and business tax, including expat tax, military contractor overseas, non-resident tax, foreign ownership of US business, real estate tax, sales tax, and so much more. In addition, I represent and support clients in all US States. Taxes can be daunting! Fortunately, I cut through the difficulty and provide you with best practices accurate tax preparation. From individuals to corporations I advise, prepare and file taxes, all with a common thread --all are connected to the US. Types of tax returns and assistance included: Individual tax: US Citizens, Expats, Military Contractors Overseas, Non-residents, US citizens with foreign asset or businesses, Real estate, sole proprietorship. I cover all individual forms including Form 1040 and supporting schedules, Sch-C, Form 1116, 2555, 5471, 3520, 3520a, 8938, etc. Business tax: LLC, S-Corp, C-Corp tax, Partnerships, Foreign ownership of US business, Real estate, Sales tax for all states and so much more. I cover all forms and schedules related to each type of business and all speciialty forms such as Form 5472. Previous positions: US Tax Manager Siemens Energy and Senior Auditor for KPMG (BIG 4 Firm) As a US CPA with over 30 years of experience, I specialize in US taxation to ensure you have the best tax solutions and advice possible. With 20 years as CFO, my in-depth accounting and finance knowledge allows me to provide skilled and vast insight in accounting and bookkeeping to further optimize your business needs from registration to tax filing and compliance Let's connect and get you the tax preparation and end-to-end support you deserve, freeing you to focus on achieving your business goals!
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    Process Engineering
    Business Valuation
    International Taxation
    Financial Modeling
    Corporate Tax
    Financial Management
    Tax Law
    Tax Preparation
  • $19 hourly
    Film Actor first and foremost. Stock Trader. Business Owner. Avid Sportsman. I believe in following your bliss, being passionate about your endeavors. That success is sometimes just a matter of faith, which leads to confidence building results, then it is all just a fun game. I believe in helping out and informing others, creating short-cuts not hurdles, by any means necessary towards certain endings. I am a gentleman by nature, reserved to listen, and playful yet have always been a perfectionist when it comes to doing well and winning. I pride myself on always remaining authentic irregardless of whatever & whenevers from trials to tribulation. I believe in Freedom & Justice for all, for, the millstones in heaven grind very fine. I look forward to meeting, interacting, & solving needs with those seeking my services here at UpWork. The connections could become Life-Long Ones. Please don't hesitate : wade [ a ] wadeingram.com
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    Stock Market
    Financial Planning
    Financial Management
    Strategy
    Content Creation
    Email & Newsletter
    Branding & Marketing
    Logo Design
    Web Design
    SEO Performance
    Search Engine Optimization
    WordPress
    Java
    CSS
    HTML
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