Hire the best Financial Planners in Illinois

Check out Financial Planners in Illinois with the skills you need for your next job.
  • $45 hourly
    Much of my recent experience has been in accounting and financial management. I worked since 2014 with QuickBooks online and would welcome any opportunity to modernize your company’s accounting and the budget. I am a highly organized individual and a very practical thinker who can work in a highly methodical manner or ideate to find nontraditional solutions and I can match those skill sets appropriately to the task at hand. I have a somewhat untraditional background, having been educated both in Europe and the United States, however, I believe that this upbringing allows for value-added advantages in the workplace. I speak five languages and am presently refreshing my Italian. In addition, having worked and flourished in multiple cultures has taught me how to build strong relationships with diverse personalities both within and outside of an organization.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Organizational Structure
    Financial Reporting
    Financial Management
    QuickBooks Online
    Financial Report
    Chart of Accounts
    GAAP
  • $30 hourly
    To obtain challenging/new positions in the Virtual world of the internet, utilizing my education, bookkeeping/accounting experience and unique abilities as a Quickbooks Pro Advisor and in the areas of office administration; also, expanding those skills to include software development/web design and other computer-based careers to work at home.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Bookkeeping
    English
    Data Entry
    Typing
    Financial Management
    Intuit QuickBooks
    Payroll Accounting
  • $55 hourly
    I possess nearly a decade of extensive experience in the finance world - ranging from private equity to M&A and venture capital. I also have plenty of experience in the more traditional corporate FP&A setting. My experience includes working at several banks and publicly traded Fortune 250 companies such as BMO, Discover Financial Services, and the Federal Reserve. I currently work as a Finance Director for a mid-sized PE-backed company, responsible for modeling out the entire company's financials for our budgeting and forecasting. I specialize in the following: - Financial modeling - FP&A - LBO and acquisition modeling - Budgeting & forecasting - Variance and trend analysis - Debt modeling - Mergers & acquisitions - Three-statement modeling and analysis - Cash flow forecasting - Profitability analysis - Personal budgeting - Case studies My experience also allows me to offer services in the areas of interview prep and resume review. I have been on the interview panel of several hires, and have personally hired multiple analysts to work under me. If you have any questions, please do not hesitate to reach out and I'll be happy to talk!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Microsoft PowerPoint
    Financial Presentation
    Financial Management
    Financial Accounting
    Automation
    Cash Flow Analysis
    Private Equity
    Cost Variance Analysis
    Financial Variance Analysis
    Budget Planning
    Personal Budgeting
    Budgeting & Forecasting Software
    Microsoft Excel
    Forecasting
    Financial Modeling
  • $60 hourly
    Matt, a highly skilled and driven professional with a background in Construction Management and Finance, offers a versatile skill set and a strong work ethic that make him an ideal fit for freelancing opportunities. With a solid foundation in construction methods, project management, and financial expertise, Matt is well-equipped to excel in various freelance roles. Some key highlights of their qualifications include: - Proficiency in AutoCAD, Revit Design, CAD software, Bluebeam, and Microsoft Suite. - Extensive experience in project management and leadership, evident from his role as an Assistant Project Manager at Executive Construction Inc. - Excellent communication skills, honed through coursework projects and presentations such as a Senior Design project for Good City Brewing and an Architectural Design project for the MKE REC Community Center. - Strong problem-solving abilities, demonstrated through the successful completion of complex engineering projects and years in the Construction Industry. - A proven track record in hockey through Men's NCAA DIII, Team USA, and Professional. With his unique combination of technical expertise, project management skills, and a passion for getting better, Matt is poised to excel in freelancing roles across various domains, including construction consulting, project management, CAD design, and financial analysis.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    AI Model Integration
    BIM Coordination
    Financial Management
    Time Management
    Team Alignment
    Communication Skills
    Organizational Plan
    Calculus
    ChatGPT
    Bluebeam Revu
    Autodesk
    Problem Solving
    Finance & Accounting
    Microsoft Excel
    Microsoft Project
  • $150 hourly
    I develop sophisticated accounting solutions for clients seeking to streamline their financial processes. I emphasize bringing to emerging and mid-size market players the financial knowledge, skills and perspectives gained over a 35+ year career serving clients ranging from sole proprietors through Fortune 500 corporations. Particularly in regards to reporting obligations of pre-revenue startups, I explain how and why the wealth of misinformation found on the Internet serves to distort the accurate reporting required of these entities once they do launch. I have achieved a strong following (based principally on client referrals) in the provision of accounting and financial management advice and support to foreign nationals from dozens of countries who have or are considering entry into the U.S. marketplace.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Tax Strategy
    Business Writing
    Bookkeeping
    Financial Management
    Tax Theory
    Property Tax
    Amazon FBA
    Financial Accounting
    Financial Audit
    Tax Preparation
    Tax Accounting
  • $35 hourly
    Is your business in peril due to Cash Flow Management Difficulties? Have accounts Receivable and Accounts Payable got you down? Inaccurate Financial Records? Compliance and Tax Filing Issues? I love bookkeeping and helping business owners do what they love!!! I do QuickBooks Online bookkeeping, setup, and cleanup for small to medium businesses. Whether you are just starting your business, flying blind, in the middle of a mess, or need someone to take over the job - I have got you covered. In the business world, two common hurdles can significantly hinder growth: spending valuable time on bookkeeping instead of expanding your enterprise and coping with inadequate bookkeeping services that fail to capture your business's complete picture. I'm Scott Arnold Bodley, and I specialize in turning these challenges into opportunities. By safeguarding the financial backbone of your business, I protect the passion that fuels your company, directly contributing to the security and prosperity of you and your family's livelihood. Communication is at the heart of what I do because I believe that without communication...nothing happens! ;) If you're ready for a change, reach out, and let's start communicating. With over 30 years of business experience, my credentials speak volumes, but your business's unique journey and potential truly matter to me. I use QuickBooks exclusively and customize each business diagnosis to fit each business perfectly, ensuring that your bookkeeping isn't just done but done right and allowing you to focus on what you do best—growing your business. To do this, I employ a complete business diagnosis. I tear apart your business and current reports to identify problems and recommend how to correct them. When I am done, we can proceed to the next phase if you wish me to do the work. This diagnosis will review up to 50 areas. I can help with everything from coding bank transactions to managing accounts receivable and payable, reconciling bank and balance sheet accounts, preparing monthly financial statement packages, and preparing the books for your tax preparer at year-end. Let's embark on a growth path together. I look forward to helping your business thrive. Most common business problems 1. Cash Flow Management Difficulties ◦ Inability to accurately track cash flow ◦ Challenges in identifying financial shortfalls and surpluses in advance ◦ Poor decision-making due to lack of clear financial visibility 2. Inaccurate Financial Records ◦ Errors in invoicing, leading to missed or double billing ◦ Incorrect financial statements affecting business decisions ◦ Difficulty in reconciling bank statements with book records 3. Compliance and Tax Filing Issues ◦ Missed deadlines for tax filings and payments, resulting in penalties ◦ Inaccurate tax filings due to erroneous financial data ◦ Challenges in complying with changing tax laws and regulations 4. Inefficient Use of Time and Resources ◦ Excessive time spent on manual bookkeeping, detracting from core business activities ◦ Poor allocation of resources due to lack of clear financial insights ◦ Increased costs associated with rectifying bookkeeping errors 5. Budgeting and Forecasting Challenges ◦ Difficulty in setting and adhering to budgets without accurate financial data ◦ Challenges in making accurate financial forecasts and projections ◦ Inability to plan for growth or identify necessary cost-cutting measures 6. Limited Access to Financing ◦ Challenges in obtaining loans or investments due to poor financial documentation ◦ Higher interest rates or unfavorable loan terms due to perceived financial instability 7. Client Trust and Reputation Damage ◦ Loss of client trust due to financial mismanagement or billing errors ◦ Damage to business reputation from perceived lack of professionalism in financial dealings 8. Employee Morale and Retention Issues ◦ Delays in payroll processing or inaccuracies in salary disbursements affecting employee morale ◦ Difficulty in assessing performance-based incentives without accurate financial records 9. Strategic Growth Impediments ◦ Inability to identify and invest in profitable growth opportunities ◦ Challenges in strategic planning due to lack of financial clarity and reliability 10. Risk Management Failures ◦ Inadequate preparation for financial emergencies or downturns ◦ Failure to identify and mitigate financial risks timely
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Management
    Market Analysis
    Business Analysis
    Accounts Receivable Management
    Cash Flow Analysis
    Accounting
    QuickBooks Online
    Ecommerce Management Consultation
    Business Consulting
    Bookkeeping
  • $25 hourly
    As an English Major, I studied human engagement and communication. I have used the skills cultivated under those branches to create stand-out resumes, cover letters, product reviews, instructions, short stories and more. I also have experience with data management and analysis, which I used to manage a team of Internet Sales Reps. The effective coordination of any team, the members of which are responsible for multiple projects, requires significant time management. My talents have helped almost 200 people secure new jobs, advance in current employment, manage large quantities of information and increase or maintain connections with customers or clients. I pride myself on my ability to engage with people and would love to offer my services to those in need. Let's talk.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Management
    Resume Design
    Data Management
    Resume Writing
    Cover Letter Writing
    Essay Writing
    Google Sheets
    Microsoft Excel
  • $200 hourly
    With over 20 years of growth leadership experience, I grow company valuations through objective customer value analyses and commercial capability development. I'm dedicated to aligning cross-functional teams on mission, vision, and values to build cultures of commitment, accountability, and fun. What sets my leadership apart is my ability to connect the dots between: (1) macroeconomic trends, (2) qualitative and quantitative research, and (3) key internal and external drivers of customer behavior and decision-making. My analytical approach leads to actionable customer insights that can be tested, measured, and revised to accelerate company growth velocity. I believe in simplifying complex concepts, often using data visualization, simulations, and animations, so they can be communicated effectively to achieve buy-in and alignment both internally and externally.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Consulting
    Financial Analysis
    Financial Management
    Marketing Consulting
    Sales Consulting
    Healthcare Management
    Healthcare IT
    Sales Leadership
    Sales Analytics
    Sales Presentation
    Marketing Strategy
    Customer Acquisition Strategy
    Market Research
    Marketing Analytics
    Sales & Marketing
  • $75 hourly
    I'm a well rounded construction professional. I've worked in every position and am well suited to identify areas to improve process, gain efficiencies and save time and money. I love Construction Technology and the industry as a whole. I am great a process refinement and improvement. I can do any office position, management, cover leaves. I have a very wide range of experience! I'm a little burnt out and that is why I am here. I am taking a little break but still want to feel connected and get a few dollars :) Rate will be adjusted according to project.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Employee Onboarding
    Implementation
    Financial Audit
    Bank Reconciliation
    Policy Development
    Process Improvement
    Financial Management
    Financial Policies & Procedures
    Accounting Software
    Project Management
    Project Management Software
    Project Accounting
    Construction Management
    Construction Management Software
  • $250 hourly
    I'm a strategic and experienced financial professional with a proven track record of delivering results. My approach to complex issues involves listening first and keeping an open mind. I like to understand the basic building blocks of situations in order to develop sustainable solutions. I have extensive experience working with growth stage and distressed companies. Both types of companies are often dealing with overwhelming stress, the need to allocate precious few available resources, and the necessary cooperation of external parties (customers, vendors, lenders, etc...) to help get through the short term and build a sustainable long term situation.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Accounting
    Analytical Presentation
    Accounting Advisory
    Financial Management
    Financial Modeling
    Financial Consulting
    Finance & Accounting
    Financial Planning
  • $50 hourly
    Are you ready to take control of your finances and build a secure future? I’m here to help! With a background in wealth management and personal finance coaching, I empower individuals to make informed and confident financial decisions. What I Offer: 1. Personalized Financial Coaching - Customized financial planning tailored to your goals. - Budgeting strategies to maximize your savings. - Proven techniques to manage and reduce debt. - Investment education to help you grow your wealth. - Retirement planning to secure long-term financial independence. 2. Financial Literacy & Confidence Building - Learn how to make smarter financial choices. - Break down complex financial concepts into easy-to-understand steps. - Develop healthy money habits for a lifetime of success. Why Choose Me? - Expert Guidance: I bring extensive experience in helping clients build financial confidence. - Tailored Solutions: Every individual’s needs are unique, and I create customized action plans. - Clear Communication: I simplify the process, empowering you to take control of your finances. - Results-Focused: My goal is to help you achieve tangible progress and long-term financial security. Who I Work With: - Individuals looking to take charge of their personal finances. - Families wanting to budget better and save for the future. - Professionals seeking to grow wealth and plan for retirement.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Plan
    Problem Solving
    Valuation
    Financial Management
    Personal Budgeting
    Personal Finance
    Wealth Management
    Financial Consulting
    Financial Planning
  • $60 hourly
    I am a seasoned financial professional with >10 years of experience in various accounting and finance roles at Fortune 500 companies. After ~5 years in public and corporate accounting, I spent ~3 years working in sell-side equity research at a Wall Street investment bank and carried that experience into the Corporate Development space. I now have 5 years of experience in M&A analysis, transaction development, project finance analysis, VC investment analysis at F500 companies. I am skilled in financial statement analysis and modeling, valuation analysis, pitchbook / pitch deck creation, corporate investment recommendations, and performing market analysis studies across various industries.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Data Cleaning
    Data Entry
    Microsoft PowerPoint
    Startup Pitchbook
    Pitchbook
    Pitch Deck
    Accounting
    Financial Management
    Stock Market
    Valuation
    Financial Modeling
    Market Analysis
    Mergers & Acquisitions
  • $50 hourly
    Rex is an expert in financial modeling and analysis, with over 10 years of management consulting experience in finance, supply chain & operations projects with Fortune 500 clients. He is proficient in translating business strategy into action by modeling financial and operational plans around key performance drivers. Rex is skilled in guiding clients enhance their business performance, including startup and growing companies looking to secure their market as they near the next stage. Rex is adept in enhancing value to both internal and external customers by increasing current efficiency and effectiveness levels through: • Process simplification • Budgeting, planning and forecasting • Finance and operating model transformation • Designing cost management systems and financial controls • Enhancing performance management and reporting frameworks • Identifying growth opportunities and developing strategic plans • Navigating regulatory compliance
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Content Writing
    Financial Projection
    Financial Reporting
    Pro Forma Statement
    Process Flow Diagram
    Data Analysis
    Process Improvement
    Financial Management
    Business Process Modeling
    Microsoft Office
    Business Consulting
    Management Consulting
    Business Plan
    Financial Analysis
  • $125 hourly
    Hi! I’m Torie Sutton, CPA, the owner of Emerge Tax and Financial Services. I am an accounting and finance professional with 20 years of experience across multiple industries. My passion is to help individuals and businesses turn their finances into powerful tools of growth and success. Over the past decade, I have provided professional services to individuals and companies both large and small. My greatest professional achievements are the results I’ve helped my clients attain. Some key achievements were cost reductions, efficiency, and streamlined financial reporting. Most recently, I served as Regional Assistant Director of Finance at one of the largest accounting firms in the world. I received a BS in Finance from the University of Illinois Urbana-Champaign, MBA from the University of Illinois Chicago, and a Graduate Certificate in Accountancy. I am a Certified QuickBooks ProAdvisor.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Finance & Accounting
    CPA
    US Taxation
    Financial Management
    Bookkeeping
    Tax Preparation
  • $25 hourly
    Currently a part time Programs Assistant and a part time student at Heartland Community College. I am currently in the process of earning my EMT certification/license. I have a substantial amount of soft skills. Soft skills which include... -Interview Skills Training, -Communication Training, -Written Communication Training , -Time Management Training, -Cyber-security Essentials for Work, -Workplace Financial Management, -Personal Financial Management, -Teamwork skills Training, -HR Management Training, -Materials Management Training, -Critical Thinking Skills Training. I also have 2 years of experience and background in customer service. I know how to create and develop info-graphics and flyers. I have a basic knowledge of computer skills. I can facilitate and build workshops. I am super willing to work and build my knowledge in many areas when it comes to work. I am a very fast learner and I am able to adapt to any work environment, either online, or in- person. I have very good people skills and I very good at working alone or alongside others.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Flyer Design
    Business Management
    Server
    Workshop Facilitation
    Critical Thinking Skills
    Time Management
    Infographic
    Financial Management
    Customer Service
  • $7 hourly
    I am passionate about keeping clients on track and organized with clerical and financial needs. Whether you are trying to find a bookkeeper, systems organizer, or only need a bill pay specialist- I can help! Bookkeeper -complete data entry -collect transactions -track debits -maintain and monitor financial records Bill Pay Specialist -pay invoices -complete payroll -financial budgeting Virtual Assistant -managing schedules -arranging meetings -managing contact lists -handling emails, -sending newsletters -providing customer service Systems Organizer -physical organization. -goal setting. -prioritization skills. -decision making. -strategic thinking and planning. -collaboration. -effective communication. -time management.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Editorial
    Proofreading
    Instructional Design
    Curriculum Development
    Curriculum Plan
    Financial Management
    Account Management
    Data Entry
    Bookkeeping
  • $175 hourly
    Trusted collaborative finance business partner with extensive experience in financial planning and analysis, forecasting, budgeting, month-end close, cost-benefit analysis, sales incentive compensation and compliance. Increase financial and performance efficiencies by providing actionable data driven insights. Manages strategic and operating plan development in support of key decisions affecting organization. An innovative and top-performing leader, who contributes to the ongoing success of a company. Specialties: Budgeting and Forecasting Analysis and Data-driven Insights Financial Modeling that supports business strategy and growth Performance Development
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Analytics
    Financial Management
    Budget Planning
    Budgeting & Forecasting Software
    Financial Planning
    Financial Modeling
    Financial Analysis
  • $30 hourly
    I am an experienced bookkeeper with a strong background in financial management, focusing on small businesses. I have extensive experience with QuickBooks Online and Desktop and am certified in Gusto Payroll. My expertise includes small business management, accounts payable and receivable, payroll processing, and financial reporting. I am proficient in Microsoft Office, especially Excel, and have experience in small business social media marketing. My diverse skill set allows me to provide efficient and effective financial management for small businesses.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Bank Reconciliation
    Account Reconciliation
    Microsoft Excel
    Balance Sheet
    Financial Report
    Payroll Reconciliation
    Payroll Accounting
    Chart of Accounts
    Accounts Receivable
    Accounts Payable
    Small Business Administration
    Gusto
    QuickBooks Online
    Financial Management
    Bookkeeping
  • $22 hourly
    Motivated student with a strong academic foundation in economics, business, and finance, seeking entry-level opportunities in finance or consulting. Eager to apply academic knowledge, develop new skills, and help clients achieve their objectives.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Economics
    Financial Management
    Statistics
    Regression Analysis
    Microsoft Excel
    Financial Analysis
    Bookkeeping
  • $30 hourly
    Athok Gai is an enthusiastic, problem solver specializing in project and program management with the versatility to work in various industries. Demonstrating exceptional organizational and analytical skills, Athok applies over 10 years of job experience to new professional challenges with a growth and success-oriented mind. Consistently recognized as an assertive communicator, Athok maintains a 95% satisfaction rate among cross-functional teams. Athok regularly takes ownership of complex projects, exhibiting a collaborative leadership style that fosters teamwork and produces superlative results. She adapts quickly and seamlessly to new challenges and is committed to ongoing professional development. Athok Gai is a diligent, forward-thinking, and adaptable individual that will leave a profound impact.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Salesforce
    Operations Management Software
    Operational Planning
    Financial Management
    Bookkeeping
    Financial Analysis
    Data Analysis
    Jira
    Microsoft Word
    Microsoft Excel
    Microsoft Project
    Project Management
    Data Entry
    Virtual Assistance
  • Want to browse more freelancers?
    Sign up

How hiring on Upwork works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by 5M+ businesses