Hire the Best Financial Planners
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Vipul M.

New Delhi, India

$55/hr
4.9
487 jobs

I am a Real Estate Financial Analyst with over 7 years of experience in acquisitions, asset management, Development, financial analysis and institutional underwriting. I provide the analytical rigour needed for developers, syndicators, and investment firms to secure debt and equity for complex transactions. I provide clients with data-driven insights through active access to premium platforms, including CoStar, REIS, and Trepp. This allows me to validate market assumptions, track vacancy trends, and provide real-time sales and rent comps without requiring the client to provide their own data subscriptions. To date, I have built over 300 custom financial models from scratch and underwritten a substantial volume of deals, including 1,500 multifamily units and 1,000 commercial assets. I am an analyst with a background in financial analysis, underwriting, development feasibility, property management and bookkeeping, ensuring that every model is built on accurate, real-world operational data. Core Skills & Services • Underwriting: Multifamily, Self-storage, Retail, Office, Hotel, Industrial, and Mixed-use properties. • Financial Modelling: Ground-up development, Value-add, and 10-year Cash Flow projections. • Equity Structures: Complex GP/LP Waterfall modelling with tiered IRR/MOIC hurdles. • Market Research & Data Access: Submarket analysis and rent/sales comps using CoStar, REIS, Crexi, and Marcus & Millichap. • Asset Management: Yardi-based reporting, Asset Summary Reports (ASR), and Portfolio analysis. • Accounting: Professional Bookkeeping, Accounting, and T-12 Financial Normalisation. • Lease Analysis: Detailed Lease Abstracting and CAM/NNN recovery audits. • Investor Materials: Business Plans, Investment Memos, and Pitch Deck development. • Valuation: Comparative Market Analysis (Sales Comparison Approach). Technical Stack & Platform Access • Financial Modelling: Argus Enterprise, Excel (Advanced VBA/Macros), Bloomberg. • Market Data (Active Access): CoStar, REIS, Trepp, Crexi, Marcus & Millichap. • Property Management: Yardi (Expert), MRI, AppFolio, Buildium. Please reach out with any questions, or let’s chat about how I can help with your current pipeline. I look forward to getting in touch!

  • Certified Financial Planner
  • Financial Analysis
  • Microsoft Excel
  • Analytical Presentation
  • Microsoft PowerPoint
  • Real Estate Acquisition
  • Real Estate Financial Modeling
  • Financial Model
  • Real Estate Financial Model
  • Real Estate Investment Assistance
  • Water Distribution Modelling Software
  • Real Estate
  • Data Entry
Deeksha P.

Ahmedabad, India

$20/hr
5.0
151 jobs

As a Chartered Accountant (CA) with over 10 years of experience, I specialize in transforming the financial data of small to mid-sized companies into a clear, reliable asset. I provide expert bookkeeping and accounting services, ensuring your financials are always accurate, compliant, and tax-ready. My industry expertise includes Tech, Energy, Advertising, Media, and Professional Services. My Bookkeeping & Accounting Services Include: Full-Cycle Bookkeeping: Complete management of your financial records, including Accounts Payable (A/P) and Accounts Receivable (A/R), transaction categorization, and vendor management. Month-End & Year-End Close: A meticulous and timely closing process to ensure all accounts are reconciled and your financial statements are accurate. Bank & Credit Card Reconciliation: Flawless reconciliation of all bank, credit card, loan, and payment processor accounts (Stripe, PayPal, etc.). Financial Statement Preparation: Delivery of key reports including Profit & Loss (P&L), Balance Sheet, and Statement of Cash Flows. Financial Cleanup & Catch-up: Expertly diagnosing and correcting historical bookkeeping errors to provide a clean, accurate financial history. Budgeting, Forecasting & Financial Analysis: Creating budgets, providing variance analysis (Budget vs. Actual), and delivering actionable insights to support strategic decisions. Payroll & Expense Management: Integration and reconciliation of payroll systems (Gusto, Rippling) and expense management tools (Expensify, Ramp). Systems Expertise: Accounting: QuickBooks Online (ProAdvisor), Xero Payroll & AP: Gusto, Bill.com, Melio Payment Processors: Stripe, PayPal, Square Ready for pristine books and financial clarity? Send me a message to discuss your needs.

  • Financial Analysis
  • Financial Planning
  • Financial Projection
  • Intuit QuickBooks
  • Financial Modeling
  • Valuation
  • Financial Analysis & Valuation
  • Financial Model
  • Company Valuation
  • Business Valuation
  • Pro Forma Statement
  • Financial Consulting
  • Financial Statements Preparation
  • Financial Plan
  • QuickBooks Online
Manish B.

Ahmedabad, India

$35/hr
5.0
4 jobs

Is your business behind on taxes, struggling with messy books, or worried about IRS compliance? I help U.S. small businesses, startups, and entrepreneurs get their finances clean, compliant, and stress-free so you can focus on growing your business, not drowning in paperwork. I'm Manish, a Chartered Accountant (CA) with 7+ years of hands-on experience in U.S. tax preparation, bookkeeping, payroll, and financial compliance. I've filed hundreds of returns across business types and industries, and I'm a certified QuickBooks & Xero expert so your books are always in safe, experienced hands. Unlike offshore services that hand you off to junior staff, you work directly with me, a credentialed professional who understands U.S. tax law, IRS requirements, and what growing businesses actually need. 📌 TAX SERVICES ✔️ Corporate, Partnership, Individual & Non-Profit Tax Filing (Forms 1120, 1120-S, 1065, 1040, 1040-NR, 990) ✔️ Payroll Tax Compliance, Federal & State ✔️ W-2, 1099 Filings & W-8 Compliance ✔️ Franchise & State Tax Filings, Annual Reports ✔️ Entity Formation, EIN Registration, Foreign Qualification ✔️ BOI Reporting & Compliance ✔️ Strategic Tax Planning & Return Reviews 📌 BOOKKEEPING & ACCOUNTING ✔️ Full-Cycle Bookkeeping, Clean and GAAP-compliant books ✔️ AP/AR Management, Invoicing, collections, vendor payments ✔️ Bank & Credit Card Reconciliations ✔️ Payroll Processing, Multi-state setup, filings, reporting ✔️ Custom Financial Reporting, P&L, Balance Sheet, Cash Flow ✔️ Catch-Up & Clean-Up Accounting ✔️ Month-End & Year-End Closings 💡 WHY CLIENTS CHOOSE ME ✔️Direct access to a credentialed CPA, no juniors, no handoffs ✔️7+ years filing U.S. returns across industries and entity types ✔️Deadline-driven with proactive communication so you are never left guessing ✔️Big-firm expertise at a fraction of the cost ✔️Trusted by startups, e-commerce brands, LLCs, S-Corps, and service businesses across the U.S. 📩 Ready to get your books clean and your taxes filed right? Message me and let's talk about your business needs. I typically respond within a few hours.

  • Certified Financial Planner
  • Tax Planning & Advisory
  • Tax Preparation
  • Tax Accounting
  • Tax Return
  • Tax Law Compliance
  • Certified Tax Preparer
  • Sales Tax
  • Bookkeeping
  • Data Cleaning
  • Light Bookkeeping
  • Accounting
  • Tax Strategy
Akash S.

Anand, India

$10/hr
5.0
9 jobs

Python Web Scraping Expert | Scrapy, Playwright, Selenium, Data Extraction Hi, I’m Akash Sakhiya, a Python Web Scraping & Data Automation Engineer with 3+ years of experience building reliable scraping and automation systems for real business use cases. I help businesses collect structured data from complex websites, automate repetitive workflows, and build scalable scraping pipelines that work consistently even on dynamic or protected platforms. Keywords & Technologies: - Python - Web Scraping - Data Extraction - Data Mining - Data Collection - Web Crawling - Data Harvesting - Data Gathering - Lead Generation - Contact List Building - Market Research - E-commerce Scraping - Event Data Scraping - Real Estate Data Scraping - Directory Scraping - Business Data Collection - LinkedIn Data Extraction - Google Maps Data Extraction - Custom Web Scrapers - Browser Automation - Web Automation - API Integration - REST API - Scrapy - Playwright - Selenium - Apify - Zyte API - Requests - BeautifulSoup - Dynamic Website Scraping - JavaScript Rendering - AJAX Scraping - Cloudflare Bypass - Anti-Bot Bypassing - CAPTCHA Solving - Rotating Proxies - Residential Proxies - Data Cleaning - Data Processing - CSV, Excel, JSON, XML, SQL, PostgreSQL, MySQL, ETL Pipelines - Data Transformation - Data Aggregation - Python Automation - Large-Scale Data Collection I can help you with: ✔ Web scraping from static and dynamic websites ✔ Login-based and JavaScript-heavy websites ✔ E-commerce, directory, and lead generation scraping ✔ API extraction and data collection ✔ Automated data pipelines and scheduled scraping ✔ Proxy handling, retries, session management, and anti-bot handling ✔ Clean structured outputs in CSV, Excel, JSON, SQL, or databases I focus on building scrapers that are stable, maintainable, and production-ready instead of quick scripts that fail after a few runs. I also have experience working on AI training and data-focused projects, which helps me understand data quality, structure, validation, and large-scale processing requirements. Why clients work with me: - Clear communication - Fast response time - Clean and organized code - Reliable long-term support - Attention to edge cases and data accuracy If you need accurate data extraction, automation, or a scalable scraping solution, feel free to message me with your requirements. I’ll explain the best approach before starting the project.

  • Python
  • Data Extraction
  • Web Scraping
  • Data Scraping
  • Web Crawling
  • Beautiful Soup
  • Selenium WebDriver
  • Scrapy
  • pandas
  • HTML
  • CSS
  • JavaScript
  • API Integration
  • SQL
  • Matplotlib
  • Selenium
  • Data Collection
  • Data Mining
  • Lead Generation
  • Automation
Yash S.

Surat, India

$35/hr
5.0
76 jobs

Hi, I am a practising Chartered Accountant and Certified Financial Planner with over 16 years of experience I have underwriting experience for the retail mortgage and non-mortgage products for about 14 years. I have managed a team of more than 100 people and was head of credit and risk when was working in the industry As a practising professional, my core areas of work are accounting, bookkeeping, taxation, consultancy for financial institutions and fintech companies, outsourcing and digitisation. Apart from being a fellow member of Institute of Chartered Accountants of India, I am also a Certified Financial Planner I have Proadvisor Certification on Quickbooks and advisor certification from Xero. I also have certification on Quickbooks and financial modelling from Udemy and Six Sigma Green Belt certification from BMGI. I am a partner for finance products in India for Zoho (including Zoho Books, Zoho Inventory, etc.) Apart from Quickbooks, Xero and Zoho Books, I also have knowledge of Fresh Books, Wave and Tally ERP Till now we have completed the following major projects: 1. Migration from excel records to Quickbooks Online 2. Migration from legacy software to Zoho Books 3. Ongoing Bookkeeping on Quickbooks Online and monthly Payroll 4. Bookkeeping on excel for about 2 years 5. Financial budgeting model for a client who wanted to expand geographically Apart from this, we have done demo accounting on the following Accounting Softwares: 1. Xero 2. Wave 3. Fresh Books I am a advisor with multiple consultancy firms as well. I also have expertise in following (have also completed few projects in the recent past): - Portfolio due diligence - Special/Focussed audits - Financial modelling In terms of compliances of me and my firm (to give you the comfort on discipline): - GST registered. Returns and tax paid well ahead of time - MSME registered - Income tax returns filed well ahead of time

  • Certified Financial Planner
  • Intuit QuickBooks
  • Accounting Software
  • Microsoft Excel
  • Bookkeeping
  • Zoho Books
  • Bill.com Accounts Payable
  • Financial Modeling
  • Tally.ERP
  • Management Consulting
  • Credit Scoring
  • Bill.com Accounts Receivable
Dhara R.

Rajkot, India

$25/hr
5.0
2 jobs

✅ TOP RATED Financial Accountant and Financial Planner as well as MT4 / MT5 Programmer on Upwork, specializing in Financial Planning, MT4 & MT5 Expert Advisor, Indicators Development & Data Analysis of EA Optimization. In my 🌟 7+ Years of Financial Accounting as well as MT4 / MT5 Programming 🌟 Career, I have Expert Level ability with MT4 / MT5 EA & Indicators Development using MQL4, MQL5 Programming Language. 🌟 WHY CHOOSE ME OVER OTHERS? 🌟 ✅ Client Reviews: I focus on providing VALUE to all of my Clients and Earning their TRUST. The Client Reviews and Feedback on my Profile are immensely important to me and the value that I provide. ✅ Over-Delivering: This is core to my work as a Freelancer. My focus is on GIVING more than what I expect to RECEIVE. I take pride in leaving all my Clients saying "GREAT WORK". ✅ Responsiveness: Being extremely responsive and keeping all lines of communication readily open with my Clients. ✅ Resilience: Reach out to any of my Current or Former Clients and ask them about my Resilience. Any issue that my Clients face, I attack them and find a SOLUTION. ✅ Kindness: One of the biggest aspects of my life that I implement in every facet of my life. Treating everyone with respect, understanding all situations, and genuinely wanting to IMPROVE my Client's situations. Thanks & Regards Dhara Patel

  • Financial Analysis
  • Financial Planning
  • MetaTrader 5
  • Financial Accounting
  • MetaTrader 4
  • Algorithm Development
  • Forex Trading

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