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  • $125 hourly

    • 5.0/5
    • (13 jobs)
    Real Estate Financial Modeling, Analysis and Fundraising • Over 17 years of experience in financial modeling and analysis • Completed over $1bn in transactions during my career in the US and Europe • Deep expertise in Multifamily, Student Housing, Condo Development, Co-Living/Working/Warehousing • Experience in real estate development, acquisitions and structured finance • Expert in Mezzanine, Preferred Equity, Waterfall structures • Worked at CBRE, KPMG and private equity firms • Masters in Real Estate Finance and Investments from New York University • Strong knowledge of accounting and finance • Native English speaker • Author of "Professional Real Estate Investing Course" on Udemy Reviews: "Great working with Juan Carlos. He has a lot of experience in Real Estate finance, Investment Funds structuring, financial modelling and in Real Estate in general. Very good communication skills, perfect English, all work delivered on time. I will consider him for future projects." "We were extremely happy with Juan's work. Quick, flexible and understood what we needed straight away so well, that we only needed a couple of iterations of the model. We highly recommend her for anyone looking for a great financial model."
    Featured Skill Financial Plans
    Fund Accounting
    Private Equity
    Financial Management
    Real Estate Investment Assistance
    Data Science
    Real Estate Financial Modeling
  • $45 hourly

    • 5.0/5
    • (1 job)
    Seasoned finance professional and Duke MBA with over nine years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.
    Featured Skill Financial Plans
    Tutoring
    Data Analysis
    GAAP
    Financial Accounting
    Microsoft PowerPoint
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Analysis
    Discounted Cash Flow
    Cash Flow Analysis
    Business Valuation
    Financial Management
    Financial Modeling
  • $250 hourly

    • 5.0/5
    • (1 job)
    Versatile, results-driven entrepreneur and executive with expertise in all facets of global business development, operational and change leadership, strategic partnerships, financial management, fundraising and full life cycle product management. Exceptionally adept in crafting innovative solutions that optimize processes and profitability. Proven record of negotiating multimillion dollar deals resulting in mutually beneficial wins and fundraising for startups. Passionate about leveraging emerging technologies to execute strategic vision. Articulate communicator, engaging presenter, and champion of cross-functional teams. Strong relationship builder with clients, stakeholders, and C-Level executives. Dynamic and adaptable professional who is equally comfortable working on the front lines of a startup or driving growth and innovation within a large multinational corporation.
    Featured Skill Financial Plans
    Hiring Strategy
    Operational Planning
    Business Modeling
    Sales
    New Product Innovation
    Client Management
    Financial Management
    Fundraising
    Innovation Strategy
    Cross Functional Team Leadership
    Contract Negotiation
    Process Development
    Strategy
    Change Management
    Business Development
  • $167 hourly

    • 5.0/5
    • (16 jobs)
    I Help Travel-Loving Entrepreneurs Live a Life They Never Want to Retire From. 💼 Short Bio: Natalia Ivanova, IAR® , Founder and CEO, Financial Planning Specialist, Portfolio Designer at NewGen Wealth Creation, and former financial advisor at Morgan Stanley, with over 9+ years of experience working with travel-loving professionals and entrepreneurs, from small business owners to CEOs of Fortune 500 companies. A dog mom, immigrant, and Puerto Rico-based world traveler, proud to use my platform and experience to empower others to achieve their financial goals and build a fulfilling life. 💼 I am an experienced and driven entrepreneur with over 8 years of Wealth Management industry experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. - Built a successful wealth management practice at Morgan Stanley with nearly 50 clients. - Managed book of business with over 1.7 billion in AUM (as of 2019). - Run my own fully registered investment advisory firm that I launched in 2022. - Successfully published over 100 articles 📋 Proven Track Record: Successfully helped over 500 clients retire. Reviewed and prepared over 1,000 financial plans and portfolio analytics. Saved our clients over $500,000 in student loan interest. Saved our clients $3,000,000 in tax savings over the lifetime. Saved our clients over $48,000 in fees. Helped over 3 clients build their first $100,000. Helped all our business owners organize their pension plans. 🌍 Client Diversity: Client acquisition:60% Referrals, 40% Social Media & 0% Cold Calling/Outreach. Having worked with clients from various professions across the United States and worldwide, including medical, interior design, teaching, nursing, hospitality, service model, consulting, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in these fields. Today most of my clients are startup owners. I also collaborate with CPAs, attorneys, and tax advisors to ensure comprehensive and seamless service for my clients. 📈 Specialized Services: I specialize in a range of financial services, including comprehensive financial planning, retirement planning, business structuring, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. 📞 Upwork Consultations: To assist you in understanding the financial services you require and address any questions you may have, I offer 30-minute consultations here on Upwork. I am dedicated to supporting you every step of the way, leveraging my experience and knowledge to guide you through the process efficiently and effectively. 30-minute consultation fee is $75 plus Upwork fee. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget. 📊 Additional Projects: Proficient in Excel and Financial Analysis In addition to my expertise as a financial advisor and portfolio manager, I am highly proficient in utilizing Excel for various financial analysis tasks. I possess advanced skills in budgeting, forecasting, model building, and preparing financial statements such as the balance sheet, income statement, and business projections. My Excel proficiency allows me to streamline and optimize financial data, enabling accurate and insightful analysis. I am well-versed in creating dynamic financial models that provide valuable insights into your business's financial performance and future projections. Whether you require assistance in budgeting, forecasting, or financial statement preparation, I can deliver high-quality results. 🔍🔒 Verifiable Credentials: Find Me on SEC.gov and LinkedIn for Further Verification As a new member on the Upwork platform, I understand the importance of trust and credibility. To provide you with peace of mind and further verification of my professional background, I encourage you to look me up on SEC.gov and LinkedIn. The links to these platforms are provided in my profile below. 🚀Next Steps: English is my preferred language of communication, but I can also provide services in Ukrainian and Russian. I am committed to clear and effective communication and will take the time to educate you on your financial plan to ensure your complete understanding. If you are interested in working together, please reach out to me today. I am always available to discuss your needs further and schedule a call to determine if we are a good fit for each other.
    Featured Skill Financial Plans
    Financial Accounting
    Personal Finance & Wealth Management
    Wealth Management
    Investment Portfolio Review
    Portfolio Management
    Financial Planning
    Financial Plan
    Financial Management
    Financial Consulting
    Financial Analysis
  • $111 hourly

    • 5.0/5
    • (1 job)
    I am well-versed in an array of sectors including finance, blockchain, social media, management consultancy, and tech startups. My expertise can be divided into two key categories: Tactical Execution: My background is rich with roles requiring 'athlete' work—practical, hands-on tasks integral to growth, sales & marketing, and business development. I excel in areas like partnership sourcing and negotiation, data-driven market research, business analytics, and sales and marketing strategy implementation. I have demonstrated skills in commercial due diligence, post-acquisition value creation, and operations and process optimization, leading to significant improvements in client bases, deal flows, and network expansion. Strategic Planning: I have led numerous strategic planning exercises, including new market entry, competitive analysis, customer segmentation, and strategy and roadmap design. My industry experience spans finance, blockchain, social media, management consultancy, and tech startups. I have acquired functional experience in competitive analysis, customer segmentation, strategy, new market entry, restructuring, and vendor selection. Additional skills include financial modeling with Excel, market research and sizing analysis, presentations/reporting for various leadership levels and stakeholders, project management, RFP/proposal design, risk assessment, and KPI identification and tracking. Additional skills include AI tools such as OpenAI’s GPT3 & GPT4.
    Featured Skill Financial Plans
    Financial Modeling
    Fundraising
    Financial Management
    Marketing Strategy
    Business Plan
    Financial Analysis
    Strategic Plan
  • $35 hourly

    • 5.0/5
    • (69 jobs)
    If you’re looking for someone who is in love with the language, has an above average command of it, and combines those virtues with a passionate interest in finance and the markets, you may have struck gold. I've been producing content for entities operating in the capital markets and in the broader financial services sector for a decade. Past assignments include the production of an e-book for a community bank and investment reports for the private equity secondaries market. I've also had the opportunity to work with an investor relations firm producing hundreds of articles over a five-year period for a diverse range of publicly listed companies. In addition, I have written articles, video scripts, white papers, and analyses for media companies, wealth management firms, biotech companies and investment advisors. I believe I’m especially good at presenting abstruse technical ideas in a form that is accessible to a lay readership. So if you need someone to get out a compelling piece of prose on a topic, whether it be mundane or esoteric, I’d be happy to hear from you. To get in touch with me, simply click the green Contact button at the top of the page. Thank you!
    Featured Skill Financial Plans
    Financial Management
    Financial Writing
    Corporate Finance
    Qualitative Research
    Investment Research
    Content Writing
    SEO Writing
  • $100 hourly

    • 4.1/5
    • (7 jobs)
    I am a finance professional with 5+ years of experience in Business Valuation and Modeling working for Deloitte in Munich and New York. I build various Valuation and Financial Projections models for startup and Fortune 500 companies. I hold a Master in Financial Management and MSc in Corporate Finance and Banking from EDHEC Business School in France which has one of the top 5 Master in Finance programs worldwide according to the Financial Times. I have worked on projects involving the following: ✅ Financial Modeling ✅ Business Valuation ✅ Financial Audits ✅ Financial Planning ✅ Financial Projection Models ✅ Budgeting / Forecasting I leverage my technical knowledge, critical thinking and attention to detail to help my clients succeed. I would be honored to get the chance to help you with your next project.
    Featured Skill Financial Plans
    Financial Audit
    Corporate Finance
    Business Analysis
    Microsoft Office
    Business Valuation
    Financial Management
    Microsoft Excel
    Financial Analysis
    Financial Modeling
  • $60 hourly

    • 0.0/5
    • (0 jobs)
    I am Mariama, your future fractional CFO, COO and business planning partner. I’m a reformed Corporate Finance professional with experience in established and startup small and medium size businesses. My sweet spot is demystifying the numbers with a minimum of Finance and Accounting jargon. Services provided include: *Full service bookkeeping(daily, month end close, reconciliations, year end close and reconciliations) *Financial Reporting *Ensuring profitability and understanding of unit economics *Zero-based and driver-based budgeting * Developing and implementing business strategy * Financial planning & analysis (FP&A) * Financial modeling *Developing dashboards and KPIs *payroll processing *Platforms supported: Quickbooks online, QuickBooks Desktop,XERO. I look forward to partnering with you.
    Featured Skill Financial Plans
    Financial Reporting
    Financial Variance Analysis
    Budget Planning
    Forecasting
    Accounting
    Cash Flow Modeling
    Business Operations
    Accounting Tools Setup
    Workday Adaptive Planning
    QuickBooks Online
    Financial Modeling
    Financial Management
    Finance & Accounting
    Financial Planning
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Operations and Financial Management Executive with over 20 years of demonstrated success. Operationally savvy finance expert and leader with demonstrated success in Investment Banking Management for global financial services firm. Expertise includes managing business operations, revenue, and expense reporting for gross revenues between $300- $700MM. Ability to drive business decisions that shape future growth opportunities, improve net revenue, promote compliance, and protect the company from potential liability. Highly communicative and supportive leader of global financial and operational teams with extensive success in staff training leadership and motivation. Reputation for driving top levels of employee performance with a track record of promoting team members to higher levels within the organization.
    Featured Skill Financial Plans
    Business Management
    Managerial Finance
    Management Skills
    Financial Management
  • $30 hourly

    • 5.0/5
    • (3 jobs)
    CAREER OBJECTIVE Detail-oriented professional experienced in strategic planning, cost optimization, and team leadership. Proven track record of developing successful strategies and managing operations to achieve both short-term and long-term goals. Exceptional problem-solving and communication skills, with the ability to motivate and lead teams to success. Highly organized, proactive, and results-oriented, with experience in financial management, organizational development, and operational excellence.
    Featured Skill Financial Plans
    Coaching
    Training & Development
    Social Media Account Setup
    System Automation
    Business Planning & Strategy
    Staff Orientation & Onboarding Materials
    Project Management Office
    Financial Management
    Customer Onboarding
    Employee Onboarding
    Operations Management Software
    Customer Relationship Management
  • $55 hourly

    • 0.0/5
    • (0 jobs)
    I was a Series 7 series 63 licensed financial advisor. I actually enjoy sitting at the PC and analyzing for hours, so stock recommendations and/or analyzing your investment portfolio would be right up my alley. Whether you're trying to make short term returns or invest into stocks for years down the road, I know I can assist you. I'm sure there are people who have more experience and may have more clients which generate them more income than myself - But I will say regardless of anything that happens, I will always be 100% honest with you about anything and everything. And I may not know everything about everything, but when it comes to the stock market, I have a success rate of 80%+. My most recent calls were last week (Oct 2-6, 2023) when I mentioned a buy recommendation on Raytheon Technologies (RTX) and crude oil. Both spiked up this week (Oct 9-13, 2023) on the new conflict arising in Israel. EDIT - My most recent winner was US Steel ($X) over 1 year ago when it was sub $20/share - Now involved in a bidding war as high as $55
    Featured Skill Financial Plans
    Trading Lesson
    Technical Analysis
    Creative Writing
    Derivatives Trading
    Proofreading
    Investment Strategy
    Investment Portfolio Review
    Investment Banking
    Stock Price Prediction
    Stock Market
    Financial Management
    Financial Consulting
    Finance
    Financial Planning
    Financial Analysis
  • $35 hourly

    • 0.0/5
    • (1 job)
    I am a Documentary Researcher and Film Producer with experience in personal assistance, project development, pitching to networks (including HBO, Hulu, and Netflix), budget management, social media marketing, film festival & grant submissions, and film production. I have worked with director Erin Lee Carr on three true-crime documentaries, as well as produced and developed several independent award-winning short films that explore diverse and complex topics and perspectives. Whether you're looking for administrative support, creative research, pitch development, or simply a detail-oriented copy editor, I can help. + Knows Microsoft Excel, Quickbooks, Google Suites, Adobe Premiere Pro, Adobe Illustrator, and Photoshop + Detail-oriented Researcher and Copy Editor with quick turn around + Full project management for creative branding, social media campaigns, pitches, and festival & grant submissions + Over communicator interested in new and exciting creative roles, please reach out with inquiries
    Featured Skill Financial Plans
    Grant Application
    Story Development
    Film Production
    Film Editing
    Editing & Proofreading
    Pitch Deck
    Film Budget
    Financial Management
    Microsoft Project
    Conduct Research
    Branding & Marketing
    Social Media Content
    Social Media Management
    Personal Administration
    Logo Design
  • $35 hourly

    • 0.0/5
    • (0 jobs)
    My most recent work experience is with The Hispanic Society Museum & Library as their business manager. The Hispanic Society Museum & Library is a non- profit art museum and library that works with engaging the public and scholars alike through art engagement days and collection related events. In managing the financial matters, I am tasked with handling all aspects of the institution’s business office with a focus on best practices and GAAP. I manage all of the ins and outs of a non-profit institution, and I am in charge of tracking and booking all the transactions that run through the company accounts. This includes reconciling all the accounts, all bill-pay, credit card transaction categorization, tracking monthly payments, both autopay and manual, and processing payroll. At the end of the year, I work closely with the accounting team to prepare the books for tax filing as well as the auditors. I am also overseeing the restriction of funds and managing grants for both restricted and un-restricted sources.Additionally, with the Hispanic Society, I have managed the operation budget in totality as well as worked closely with the development team to manage the grant budgets. I was a key person in consolidating all the department budgets into one cohesive budget, which I maintain. Throughout the month, I keep the departments informed of their individual spending and verify what is included in the budget. I also prepare and manage all financial reporting, including but not limited to reporting to the board, departments, director, tax officials, and the external auditors.As financial manager at Exposure NYCS, I would handle all vendor contact, allowing the client to be hands off in the production process. In handling the financial matters, I was tasked with collecting all necessary billing documents and processing and tracking all payments with a focus on tax filing and executed contracts. When a project finished, it is my responsibility to reconcile the project budget with the actual numbers from vendor payments. With this, I will also do the billing to the client for the final expenses that have not been advanced. In other previous positions, I handled a range of duties. I managed all ap/ar for my clients and communicated monthly reports to maintain their literacy of their finances. As an executive assistant and bookkeeper to a CPA, I would maintain complete electronic and physical files. My knowledge and advanced experience with Microsoft word, excel, adobe acrobat, and general computer systems helped maintain all electronic records and solve any problems that arose. I routinely worked closely with the accountants to maintain proper records and maintain GAAP standards in filing taxes and the office in general.
    Featured Skill Financial Plans
    Account Reconciliation
    Budget Management
    Data Entry
    Accounts Receivable
    Accounts Payable
    Intuit QuickBooks
    Microsoft Dynamics GP
    Bookkeeping
    Financial Management
  • $135 hourly

    • 0.0/5
    • (0 jobs)
    I'm a project management professional with experience on a wide variety of digital and experiential projects for small businesses to large corporations across a multitude of industries including tech, finance, government, pharma, etc. I also own my own experiential consultancy where I throw public and private special events in NYC.
    Featured Skill Financial Plans
    SAP
    Adobe Experience Manager
    ProofHQ
    Smartsheet
    Workamajig
    Project Management
    Financial Management
    Resource Allocation
    Travel Planning
    Entrepreneurship
    Project Management Office
    Client Management
    Event Management
    Change Management
    Digital Project Management
  • $85 hourly

    • 0.0/5
    • (0 jobs)
    Hello, I’m Kelly, the Owner and Operator of Bookkeeper Friend! As a certified bookkeeper with over seven years of experience in diverse administrative and operations roles within nonprofit organizations, I have developed a strong skill set that brings clarity and structure to financial operations. I understand that bookkeeping can be daunting and time-consuming for many business leaders, which is why I established Bookkeeper Friend—to provide a reliable and supportive service that businesses and organizations can truly depend on. At Bookkeeper Friend, we’re committed to providing personalized bookkeeping solutions tailored to the unique needs of each client. Our goal is to relieve the burden of financial management so business leaders can focus on what they do best—growing and running their business. From maintaining accurate financial records to preparing for tax season, we’re here to be the trusted friend you need for all your bookkeeping needs.
    Featured Skill Financial Plans
    Financial Management
    Income Statement
    Cash Flow Statement
    Balance Sheet
    Accounts Payable
    Bank Reconciliation
    Financial Statement
    Receipt Management
    Account Reconciliation
    General Ledger
    Intuit QuickBooks
    QuickBooks Online
    Chart of Accounts
    Light Bookkeeping
    Bookkeeping
  • $120 hourly

    • 0.0/5
    • (0 jobs)
    As a veteran entrepreneur and finance executive with over 20 years of experience, I am the Swiss Army knife for startups seeking to navigate the complex journey from vision to market success. My approach is holistic and deeply collaborative. I work closely with founders to: Uncover and articulate the unique value proposition of their innovation Craft a compelling narrative that resonates with investors Develop robust business and financial models that withstand scrutiny Design tailored fundraising strategies that align with business goals Drawing from my experience of raising $40M for my own ventures and leading high-profile M&A deals at Merrill Lynch, I offer invaluable insights into both sides of the fundraising equation. I've helped numerous startups refine their strategy, secure funding, and scale operations. My expertise spans the entire startup lifecycle: - Business model optimization - Financial modeling and projections - Pitch deck creation and refinement - Investor targeting and relationship management - Due diligence preparation - Operational scaling strategies Whether you're preparing for your seed round or Series B, I provide the strategic guidance and hands-on support to turn your vision into a market-leading reality. Let's work together to tell your story, captivate investors, and build a foundation for long-term success. Your startup is unique – let's ensure your strategy, financials, and narrative reflect that uniqueness and drive your growth.
    Featured Skill Financial Plans
    Business Planning & Strategy
    Financial Modeling
    Pitch Deck
    Startup Consulting
    Intellectual Property Consulting
    Product Development
    Mergers & Acquisitions
    Business Operations
    Business Development
    Fundraising
    Financial Management
    Strategic Planning
    Leadership Development
    Leadership Coaching
    Executive Coaching
  • $20 hourly

    • 4.9/5
    • (13 jobs)
    Chartered Accountant | Financial Management Expert | QuickBooks, Xero,Wave and Excel Specialist As a Chartered Accountant with over 10 years of experience, I am passionate about helping businesses grow by maintaining accurate and comprehensive financial records. My expertise in financial management allows me to provide tailored solutions that meet the unique needs of each client. What I Offer: • Comprehensive Financial Reporting: I prepare detailed financial statements, including Profit & Loss statements, Balance Sheets, and Cash Flow statements, giving you valuable insights into your business performance. • Bookkeeping Services: I specialize in managing day-to-day bookkeeping tasks using QuickBooks and Oracle, ensuring that your financial records are accurate and up-to-date. • Budgeting & Forecasting: I help businesses develop budgets and financial forecasts to effectively plan for the future and manage cash flow. • Data Analysis & Excel Proficiency: Utilizing advanced Excel skills, I analyze financial data to identify trends and provide actionable insights that support strategic decision-making. • E-commerce Integration: I have experience integrating financial systems with e-commerce platforms, streamlining processes to enhance efficiency. • Tailored Solutions: I understand that every business is unique, and I customize my services to align with your specific goals and challenges. Why Choose Me? Reliable Communication: I prioritize clear and consistent communication to ensure you are informed and confident in your financial management. Commitment to Growth: My focus is on helping your business thrive by providing the support and insights needed to make informed financial decisions. Let’s work together to enhance your financial operations and achieve your business goals! Feel free to reach out to discuss how I can assist you.
    Featured Skill Financial Plans
    Accounting Software
    Chart of Accounts
    Financial Management
    Oracle
    Data Entry
    Financial Statement
    Balance Sheet
    Bank Reconciliation
    Microsoft Excel
    Intuit QuickBooks
    Financial Planning
    Light Bookkeeping
    Accounting Basics
    Bookkeeping
    Accounting
  • $64 hourly

    • 0.0/5
    • (0 jobs)
    Innovative, dedicated, and self-motivated Senior Consultant with an extensive background in finance and research administration. Specializing in financial analysis, internal controls testing, and federal grants management, Thalia Grant-Wisdom has consistently delivered exceptional results across a variety of industries and high-pressure environments. Known for a sharp ability to adapt, Thalia Grant-Wisdom quickly masters new roles, responsibilities, and technologies with a strong work ethic and a focus on precision and accountability. With a proven track record of success, Thalia Grant-Wisdom thrives in complex, fast-paced settings, ensuring the seamless completion of projects while maintaining compliance with federal and industry regulations. Demonstrated expertise in managing federal grants, performing internal controls testing, and providing insightful financial analysis to optimize organizational efficiency. Highly versatile and dedicated to client success, Thalia Grant-Wisdom places great emphasis on building and maintaining strong relationships and offering tailored solutions that align with clients’ unique needs and objectives. A forward-thinking professional, Thalia Grant-Wisdom is committed to delivering value through innovative solutions and exceptional service. - Internal Controls Testing - Email and Schedule Management - Template Design - Grants Management - Budget Forecasting - Project Life-cycle Management - Financial Modeling - Risk Evaluation - Technical Writing - Beginner SAP Systems Experience - Bookkeeping
    Featured Skill Financial Plans
    General Transcription
    Microsoft Excel
    PowerPoint Presentation
    Data Analysis
    Grant Documentation
    Internal Control
    Management Consulting
    Financial Management
    Project Management
    Data Entry
    Virtual Assistance
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    I’m a certified dog trainer and canine behavior specialist with over 15 years of experience helping dogs and their owners build strong, positive relationships. Whether you need personalized training plans, expert behavioral guidance, or business consulting for your pet care company, I can help. * CPDT-KA Certified Dog Trainer since 2016 * Specializing in positive reinforcement and canine behavior * Experience running and scaling a successful pet care business * Strong background in client relations and team leadership * Passionate about improving the lives of pets and their owners
    Featured Skill Financial Plans
    Logistics Coordination
    Vendor Management
    Financial Management
    Budget Management
    Community Strategy
    Community Relations
    Customer Retention Strategy
    Contract Negotiation
    Crisis Management
    Strategic Planning
    Policy Development
    Business Development
    Content Writing
    CRM Development
    Microsoft Excel
  • $75 hourly

    • 5.0/5
    • (6 jobs)
    Husband and Wife firm with 20+ years combined experience in accounting & Full service book-keeping. Great with start-ups, recreating back years of book keeping, reconciles. Strong experience in Real Estate, Non for profit, high net-worth,Medical offices. QBO Certified capable in desk top as well. Patient and professional, we look to build long term clients both local and remote.
    Featured Skill Financial Plans
    Business Management
    Financial Management
    Bookkeeping
    Corporate Tax
    Insurance Consulting
    QuickBooks Online
    Intuit QuickBooks
    Payroll Accounting
  • $95 hourly

    • 4.8/5
    • (57 jobs)
    I’m a VC Investor working with early-stage startups, SMBs & national organizations to help them gain research-backed insights, position for growth, and raise funds. Through years of experience, I know the earmarks of opportunity and how big & small companies position themselves within that. I’ve worked with a diverse set of clients that include Collabera (strategic M&A initiatives), Indeed (competitive analysis), Cox Communications (AI/ML research), Jolibee (feasibility study), & Stanford Seed (positioning). I hold designations in credit analysis, market research, and six sigma. Fred by the #s: - Maintained a 92% client conversion rate for second projects within 12 months - Produced investment research used to underwrite structured product offerings of $500m+ - Prepared investment materials for funding rounds in excess of $18m. - 70% graduation rate for startups personally sourced - f/o led by Sequoia, Lightspeed, etc.
    Featured Skill Financial Plans
    Pitch Deck
    Startup Consulting
    Private Equity
    Venture Capital Consulting
    Venture Capital
    Investment Banking
    Business Analysis
    Investment Research
    Financial Analysis
    Business Plan
    Financial Management
    Financial Modeling
    Competitive Analysis
    Market Research
  • $95 hourly

    • 5.0/5
    • (3 jobs)
    35+ year corporate and technology executive career | Human Resources and Financial Systems | End-User Computing | CEO/Founder of MyFamilyPlan | Estate Organization and End-of-Life Planner I help individuals jump-start their financial and estate planning journey by helping them organize all the essential details of their life using the MyFamilyPlan Estate Planning Worksheet. MyFamilyPlan is a comprehensive Microsoft Excel workbook designed to support all your financial and estate planning needs. The workbook includes various worksheet tabs that cover essential items, providing templates, drop-down lists, dashboards, summaries, guidelines, instructions, checklists, reference articles, calculators, and easy navigation. MyFamilyPlan organizes all the details of your life in one place so should something happen to you, your Loved Ones, Executor, and/or Trustee will know exactly what to do. Much of what I do is facilitate the completion of MyFamilyPlan that includes the following: 1. Personal, Digital, and Home Security Details 2. Money Details such as Assets, Liabilities, Income, Life Insurance, and Social Security 3. Expenses and Bill Payment Details 4. Essential Estate Activities and Responsibilities – Home, Business, Children, End-of-Life 5. Estate Contacts 6. Funeral Pre-Planning and Postmortem Considerations 7. Legal Estate Documents 8. Retirement Planning Considerations 9. Unique Items such as Business and Relate Estate Details I offer 3 levels of service that are fixed price with deliverable that include a custom MyFamilyPlan Workbook, Activity Report with Suggestions, and a Tax Receipt: ➜ LEVEL 1 - Basic – Covers items 1 to 3 above - $1000 ➜ LEVEL 2 - Deluxe – Covers items 1 to 7 above - $1500 ➜ LEVEL 3 - Custom – Covers items 1 to 9 above - $2200 ➜ Annual // As-Needed Tune-Ups: o Level 1 Tune-Up - $300 o Level 2 Tune-Up - $500 o Level 3 Tune-Up - $750 I offer a $150 consultation that will be deducted from any of the above packages should you decide to proceed. This consultation can be used for Do-it-Yourself (DIY individuals that just need a Q&A session.  
    Featured Skill Financial Plans
    Accounting
    Accounting Basics
    Financial Management
    Financial Consulting
    Legal Documentation
    Trust, Estate & Will Agreement
    Personal Business Plan
    Personal Budgeting
    Personal Administration
    Budget Planning
    Financial Planning
    Financial Accounting
    Estate Planning
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    PROFESSIONAL SUMMARY Innovative Business Operations leader with experience in P2M strategies, supply chain logistics, and operational excellence. Skilled in overseeing financial performance and transformative projects across various industries. Known for creative problem-solving and strong skills in engaging and collaborating with stakeholders across all levels, fostering innovation through continuous learning. I excel in bridging the gap between people and technology, leveraging data to uncover opportunities, identify risks, and leading diverse teams toward achieving organizational goals. With an entrepreneurial mindset and a diverse career background, I am well-equipped to assist small startups in establishing or re-engineering their business operations. CORE COMPETENCIES *Strategic Planning & Execution: Proven track record in creating and executing annual brand calendars and process optimizations that enhance operational efficiency and product delivery. *Supply Chain Expertise: Deep understanding of supply chain dynamics, able to strategize and manage inventory with a focus on maintaining fiscal discipline and meeting key deliverables. * Knowledgable with the Microsoft Office tool suite including Sharepoint, MS Project, MS List, Teams, Azure Dev Ops *End to end business operations and inventory management *Know Trello and Service Now inventory managment module *Certified Project Manager with PMI *Certified Lean Six Sigma Greenbelt
    Featured Skill Financial Plans
    Lean Development
    Agile Project Management
    Entrepreneurship
    Azure DevOps
    Trello
    Leadership Skills
    Business Transformation
    Financial Management
    Customer Relationship Management
    Budget Management
    Supply Chain & Logistics
    Inventory Management
    Project Management
    Business Operations
  • $167 hourly

    • 0.0/5
    • (0 jobs)
    Ben has spent 23 years growing businesses and delivering transformative digital projects. An expert in transformation and innovation, he has spearheaded industry firsts for global tech and entertainment clients, while leading teams that have earned the most prestigious awards in advertising. Originally from the UK, Ben pursued product design at university and has lived in five countries, spending the last decade in New York. Committed to continuous learning, to enhance the extensive experience and skills gained over his career, staying at the forefront of industry practices. This global experience shapes his approach to building high-performance teams and transformative work cultures. Since a successful business exit in 2019, Ben has applied his expertise as Chief Operating Officer at MediSprout.com, a leader in healthcare innovation. At MediSprout, he has driven operational excellence, implemented strategic transformations, and tackled fundamental issues in the healthcare sector, with a vision of making health equity a reality.
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  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Summary Accomplished finance management professional with track record providing organizations with insightful budget and financial planning, analysis and strategic management tools drawn from the budgetary process. Trusted advisor to leadership in public, private, and non-profit enterprises. Qualifications Summary * Skilled financial manager with multiple industry background, conversant in regulations that apply to public, privately held, governmental, and nonprofit's treatment of budgets, operational expenses, cash allocations, and investments. * Extensive experience managing large operating and program budgets, in addition to numerous cost centers rolled up as part of annual planning process. * Valued collaborator to long- and short-term fiscal planning, revenue forecasting, cost benefit analysis, and expense tracking while adhering to GAAP regulations and standards.
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  • $56 hourly

    • 0.0/5
    • (0 jobs)
    Experienced Property Manager Associate specializing in real estate portfolio management, financial analysis, and client relationship building. Passionate about ethical investing and operational efficiency, I offer tailored solutions to optimize your property operations and investments. Key Skills: Real Estate Portfolio Management Financial Data Analysis Client Relationship Building Operational Efficiency & Ethical Investing Services Offered: Full-cycle property management Investment analysis and performance tracking Property value optimization and ROI strategies Let's connect to explore how my expertise can drive success for your real estate ventures.
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  • $23 hourly

    • 0.0/5
    • (0 jobs)
    Dedicated professional with expertise in grant management, compliance, and financial oversight, seeking to leverage strong coordination and analytical skills in a collaborative team environment. Passionate about fostering team collaboration, building strong relationships, and mentoring others to achieve their full potential. Committed to solving complex challenges and driving continuous improvement through effective problem-solving and a collaborative spirit.
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    Leadership Skills
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    Supply Chain Management
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    Budget Proposal
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