Hire the best Financial Planners in the Philippines

Check out Financial Planners in the Philippines with the skills you need for your next job.
  • $8 hourly
    I am an experienced Customer Service Supervisor with a background in virtual assistance and customer service. My career has been defined by a commitment to providing exceptional service, which has led to a promotion to Supervisor from a representative position in my previous role. I have effectively managed a customer service team, conducting evaluations, providing constructive feedback, and overseeing training programs. My expertise includes handling various support channels, such as emails, live chats, and calls, both inbound and outbound. I hold a degree in Finance and Treasury Management from Pamantasan ng Lungsod ng Maynila, graduating in April 2018. During my studies, I gained practical experience as a Customer Service Representative at Convergys, where I assisted clients with technical issues related to internet and cable services. I am eager to take on new challenges, adaptable to various tasks, and flexible with working hours, including graveyard shifts. I am excited to bring my unique blend of skills and experience to a new role. - Arianne
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    Customer Service
    Financial Management
    Microsoft Excel
    Managerial Finance
    Financial Analysis
    Microsoft PowerPoint
    Technical Support
  • $10 hourly
    👉I help business owners to get a clear view of their finances while focusing more on their business operation. Bookkeeping focus: Bills and Invoice Management, Expense Tracking, General ledger data entry, Month end journal entries, Payroll processing, Financial Reporting: Balance sheet, Profit and loss and Statement of Cash Flows, Intuit QuickBooks Online and Xero Bookkeeping. ✍️PROFILE HIGHLIGHTS: 💮Top Rated Plus 💯Job success score 💎Xero/QBO Certified 🏫Degree in BS Management Accounting 💼12 years of experience in Accounting/Bookkeeping ✅Experienced working with US, Canada, New Zealand, Hongkong clients 🏭Industry experience : Retail, Flooring, Roofing, Property Management, Software, Construction, E-Commerce, Medical, and Real Estate. ✨I AM OFFERING✨ 1. Manual import of bank transactions in QBO/Xero and other software 2. Recording, Matching and Categorizing transactions(bills, invoices, withdrawals and deposits) 3. Bank and Credit Card Reconciliation 4. Accounts Receivable/Accounts Payable (Billing and Collection) 5. Preparation of Cashflows projections or Budgets 6. Financial Reporting and analysis 👌REVIEWS FROM CLIENTS👌 "Rhean competently completed my bookkeeping needed. I was in a bind because my previous expensive U.S. based bookkeeping service did very little and incorrect work for 2022 and then refused to collaborate with me to get it done. I was under a big time crunch as I have several investors needing their Schedule K-1's in order for them to be able to submit their personal income taxes. Rhean responded right away and worked on a Sunday to help me get it done. I will hire her for more bookkeeping services." "I worked closely with Rhean for about a year. She prepared our books and did account reconciliation. Her work was reliable and on time. She is trustworthy and competent. I highly recommend her." "Rhean is a great worker, always willing to learn and willing to help others." "I highly recommend Rhean. Great communication east to work with. Would use her again if needed." "We have been working with Rhean for around 3-4 months as a Bookkeeper for our Property Business. There was a bit of tidying up to be done due to some backlog of items. Rhean has diligently worked through the backlog and quickly got up to speed with the nature of our bookings and financials. There has been clear communication to clarify ambiguity as some of our invoices / bills are in Cantonese. Our distribution structure for return of capital is not straight forward, but Rhean has helped to augment the details and provide timely bookings and reporting for us. We appreciate the efforts made and look forward to continuing the relationship on an ongoing basis." ✍️SOFTWARE USED✍️ Xero QuickBooks Online Bench Wave Accounting Oracle Retail SAP Business One RFMS Acculynx Pvault A2X Google sheet, Google Drive, MS Excel
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    Administrative Support
    Financial Reporting
    Oracle E-Business Suite
    Financial Management
    Financial Analysis
    Xero
    Critical Thinking Skills
    QuickBooks Online
    Problem Solving
    Payroll Accounting
    Accounts Receivable
    Microsoft Excel
    Accounting
    Bookkeeping
    Transaction Data Entry
    Accounts Payable
  • $15 hourly
    A motivated and goal-driven individual with a passion for continued growth and learning. ✅ Experienced Executive Assistant ✅ Customer Service Champion ✅ Admin Support Wizard ✅ Cultivated Graphic Design Specialist: Crafting Timeless Aesthetics Here's how I can change your life 👇👇👇 🔥 𝙍𝙄𝙂𝙃𝙏 𝙃𝘼𝙉𝘿 𝙏𝙊 𝘾𝙀𝙊𝙨 Committed to being the right hand to C-Suites Executives, providing essential support in decision-making, strategic planning, and daily operations. With a proven track record and extensive experience, I am poised to drive your organization's success. 🔥 𝘼𝘿𝙈𝙄𝙉 𝙎𝙐𝙋𝙋𝙊𝙍𝙏 𝙒𝙄𝙕𝘼𝙍𝘿 Proficient in admin duties, specializing in streamlining operations, optimizing processes, and ensuring seamless organization. With a proven record of efficiency and a wealth of experience, I am enthusiastic about enhancing your administrative capabilities. 🔥 𝘾𝙪𝙡𝙩𝙞𝙫𝙖𝙩𝙚𝙙 𝙂𝙧𝙖𝙥𝙝𝙞𝙘 𝘿𝙚𝙨𝙞𝙜𝙣 𝙎𝙥𝙚𝙘𝙞𝙖𝙡𝙞𝙨𝙩: 𝘼𝙧𝙩𝙞𝙨𝙩 𝙤𝙛 𝙏𝙞𝙢𝙚𝙡𝙚𝙨𝙨 𝘼𝙚𝙨𝙩𝙝𝙚𝙩𝙞𝙘𝙨 Dedicated to transforming concepts into timeless visual masterpieces. With a wealth of experience and a keen eye for aesthetics, I bring creativity and professionalism to every project. Let's collaborate to create impactful and enduring designs. 🔥 𝘾𝙐𝙎𝙏𝙊𝙈𝙀𝙍 𝙎𝙀𝙍𝙑𝙄𝘾𝙀 𝙋𝙍𝙊 Dedicated to a customer service strategy that promotes customer retention, sustains a positive reputation, nurtures feedback loops, minimizes risks, and ensures stability. With over a decade of solid experience, my addition to your team can profoundly influence the growth of your business. 💬 Drop a personalized message if you want to talk more about improving your business. 𝙄 𝙘𝙖𝙣 𝙖𝙡𝙨𝙤 𝙬𝙚𝙖𝙧 𝙙𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙩 𝙝𝙖𝙩𝙨 𝙖𝙣𝙙 𝙝𝙖𝙫𝙚 𝙨𝙪𝙘𝙘𝙚𝙨𝙨𝙛𝙪𝙡𝙡𝙮 𝙩𝙖𝙠𝙚𝙣 𝙤𝙩𝙝𝙚𝙧 𝙧𝙤𝙡𝙚𝙨 𝙨𝙪𝙘𝙝 𝙖𝙨: 🎨 Graphic Design (For your logos, posters, advertisement, presentation, etc.) 📧 Email Management (including weekly newsletter) 📝 Leads Generation (Manual Research with Automated Data scraping tool) 🌐 Social Media Management 💻 Technical Support ✅ Quality Control 📚 Training Facilitator ⚡ Senior Fraud Analyst 💲 Collections Specialist 𝙄 𝙚𝙨𝙨𝙚𝙣𝙩𝙞𝙖𝙡𝙡𝙮 𝙢𝙖𝙨𝙩𝙚𝙧 𝙩𝙝𝙚𝙨𝙚 𝙩𝙤𝙤𝙡𝙨: ✨ Canva ✨ G-Suites ✨ Microsoft Office ✨ Steve.ai ✨ ContactOut ✨ Slack ✨ Zoom ✨ ChatGPT ✨ MailMerge ✨ MailChimp ✨ Confluence ✨ Social Media Platforms (FB, IG, TikTok, LinkedIn, Pinterest, Twitter, Threads, Youtube) I am adept at handling diverse tasks with precision and have a keen eye for detail. I am eager to contribute my skills and drive to help businesses thrive. 🤝 🟢 Sounds like a fit? 💬 Drop a personalized message and let me know 📞 What time works best for you for a discovery call #AdminSupport #ExecutiveAssistant #SocialMediaManagement #FraudOperations #GraphicDesign #Communications #EmailSupport #QualityAnalyst #CustomerService
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    Executive Support
    Mailchimp
    Inbound Inquiry
    Email Management
    Financial Management
    Debt Collection
    Social Media Management
    Microsoft Office
    Google Workspace
    Administrative Support
    Content Creation
    Training Presentation
    Customer Service
    Graphic Design
    Email Support
  • $8 hourly
    Hello there! I am Charlie, a highly motivated professional with a Bachelor's Degree in Hospitality Industry. I have over 6 years of experience dedicated to delivering exceptional customer experiences on various platforms, specifically phone, chat, and email. I have honed my skills in client relationship management, problem-solving, and ensuring smooth operations. In the realm of General virtual assistance and e-commerce, I have spent 2 years supporting businesses with administrative tasks, sales, managing online stores, and enhancing operational efficiencies through strategic planning and execution. My proficiency extends to handling customer inquiries, order processing, inventory management, and utilizing various e-commerce platforms to drive sales and maximize customer satisfaction. I thrive in dynamic environments where adaptability and attention to detail are paramount. I am eager to leverage my diverse skill set and industry knowledge to contribute effectively to your team's success. Let's connect!
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    Hospitality & Tourism
    WordPress e-Commerce
    Dialpad
    Inbound Marketing
    Sales
    Cold Email
    Cold Call
    Financial Management
    Word Processor
    Phone Support
    Microsoft Office
    Design Concept
    Google Docs
    Email Support
  • $12 hourly
    ⭐️ I have the PERFECT ingredients that you need! 💫 I am a fast learner, strategic, and detail-oriented General VA, Project Manager, Financial Manager, Property Manager, Executive Assistant, Social Media Manager, Data Analyst, Project Engineer, Project Scheduler, and Cost Estimator with several years of professional experience. 🔥 Well, here's what you can get by hiring ME: 👇👇👇 ✅Project Management (Skills and Software) ✅Project Scheduler ✅Project Estimator and Billing (Bluebeam & Excel) ✅GENERAL VA & EXECUTIVE ASSISTANT ✅Property Manager ✅Construction Manager ✅Handling QuickBooks and Xero Account ✅Bank Reconciliation ✅Business and Social Media Manager ✅AutoCAD Autodesk ✅Primavera ✅Microsoft Excel, Word & PowerPoint ✅ Spreadsheet Making ✅Lead Generalist ✅Canva Video Making ✅Research and website review ✅Payroll and Financial Management 🔥I am always willing to learn and give my very best, and I am ready to apply my skills and experience and TO BE PART OF YOUR COMPANY'S SUCCESS. 💕 ⭐️ If you're looking to collaborate with me to achieve what your perfect day looks like and to fill the company’s available position, please send me an 𝙄𝙉𝙑𝙄𝙏𝙀 or 𝙊𝙁𝙁𝙀𝙍 on Upwork. We can chat 💬 and call here. ⭐️HIRE ME AND I WILL ASSURE YOU THAT IT WILL BE WORTH IT. 🔥 Have a Nice day and thank you very much. God bless and regards. *Wink 😊 Hyacinth ❤️
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    Bank Reconciliation
    Xero
    Civil Engineering
    Virtual Assistance
    QuickBooks Online
    Material Take-Off
    Construction Estimating
    Financial Management
    Property Management
    Project Scheduling
    Email Communication
    Canva
    Project Management
    Email Support
    Microsoft Excel
  • $10 hourly
    PROJECT MANAGEMENT PROFESSIONAL | C LEVEL EXECUTIVE ASSISTANT | WORKFORCE MANAGER With 15 years of comprehensive experience in the Business Process Outsourcing (BPO) industry, I am confident in my ability to contribute effectively to your esteemed organization and drive significant value in an executive capacity. I am a dedicated and resourceful project management professional in providing topnotch administrative support to corporate professionals (COO, COE, AVP, EVP). I possess exceptional organizational skills and a keen eye for detail, I am adept at streamlining workflows and ensuring efficiency in remote work environments and proven ability to prioritize tasks effectively and maintain confidentiality with sensitive information. Strengths and Expertise: Project Management Financial Management Data Analytics PowerPoint & Excel Proficient Reporting & Bookkeeping Data Entry & Research Digital Marketing Basic Graphic Design Communication Management Calendar & Schedule Management Travel Management Client Relationship Management In my previous roles, I have gained extensive experience in providing administrative and clerical support to executives and teams across various industries. I am proficient in managing calendars, scheduling appointments, coordinating meetings and events, and handling correspondence with efficiency and professionalism. Additionally, I am skilled in managing travel arrangements, preparing reports and presentations, and performing other tasks to facilitate the smooth functioning of day-to-day operations. I am tech-savvy and quick to learn new tools and technologies. I am proficient in Microsoft Office Suite, Google Workspace, and other productivity software, and I am comfortable navigating virtual environments and remote collaboration platforms. I am committed to staying updated on industry best practices and leveraging technology to optimize workflows and enhance productivity. Technical Proficiency: Microsoft Office Suite, Google Workspace, Microsoft Excel, Powerpoint, Slack, Notion, Asana, Trello, Cisco Webex, Shopify, CRM, Bluejeans, Google Analytics, Canva, ChatGPt, Capcut, Zoom, Loom, Quickbooks, Xero, Google Meet, Instagram, Tiktok, Evernote, Discord. Typeform.
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    PowerPoint Presentation
    Virtual Assistance
    Digital Marketing Management
    Graphic Design
    Copywriting
    Microsoft Excel
    Workforce Management
    Communication Skills
    Light Bookkeeping
    Financial Management
    Google Workspace
    Data Analytics
    Data Entry
    Project Management
    Executive Support
  • $8 hourly
    1. Sourced 40-50 quality candidates per day using LinkedIn and other sourcing platforms 2. Responsible for researching new prospective clients thru online research with the use of search engine optimization 3. Responsible for validating the information obtained online about various companies thru Survey calls 4. Performed cold calling to prospective clients in order to establish a business relationship and set up an appointment between our company's founder and the client's key decision-maker. 5. Provided training to newly transferred research associates on efficient research and information validation 6. Mentored new Business Development Associates
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    Email Marketing
    Sales Development
    Financial Management
    Business Development
    Debt Collection
    Email Support
    Ticketing System
    Sourcing
    Online Research
    Cold Calling
    Lead Generation
    Telemarketing
    Customer Service
  • $7 hourly
    I am an industrious professional with a diverse skill set encompassing administrative support, customer relations, and sales and marketing. Through my professional endeavors, I have cultivated adaptability in dynamic work environments, a commitment to timely task completion, and effective communication skills with colleagues. My service offerings encompass: * Administrative Assistance * Customer Relationship Management * Web Research * Data Entry and Organization * English Language Instruction * Lead Generation * Cost Analysis Additionally, I possess a proactive approach to learning and demonstrate proficiency in working autonomously.
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    Customer Support
    Financial Management
    Ecommerce Website Development
    Shopify
    Order Processing
    Administrative Support
    Microsoft Excel
    Data Entry
    Google Docs
    Market Research
  • $17 hourly
    Are you ready to experience the 𝒆𝒙𝒕𝒓𝒂𝒐𝒓𝒅𝒊𝒏𝒂𝒓𝒚 𝒊𝒏 𝒃𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒊𝒏𝒈 for your business? Look no further! ✨ ⭐ Handled variety of industries ⭐ Tech-savvy & adaptable ⭐ Aims quality & efficiency With over twelve (12) 𝒚𝒆𝒂𝒓𝒔 𝒐𝒇 𝒆𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆 supporting Micro, Small, and Medium Enterprises (MSMEs), I've mastered the art of reconciling transactions, managing budgets, and delivering accurate financial reports. But that's just the tip of the iceberg! Here are the softwares I have been using: 💼 𝑩𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒊𝒏𝒈 - QuickBooks Online, QuickBooks Desktop, Xero, Wave, FreshBooks, ZohoBooks, Yardi Breeze, Yardi Voyager, Sage Intact 💼 𝑹𝒆𝒄𝒆𝒊𝒑𝒕𝒔 / 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒔 𝑷𝒂𝒚𝒂𝒃𝒍𝒆 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 - Dext (Receipt Bank), Hubdoc, Bill.com 💼 𝑻𝒂𝒔𝒌 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 - Asana, Trello, Notions 💼 𝑷𝒓𝒐𝒋𝒆𝒄𝒕 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 - Airtable, Monday.com, Notions, Clickup 💼 𝑴𝒊𝒄𝒓𝒐𝒔𝒐𝒇𝒕 𝑶𝒇𝒇𝒊𝒄𝒆 & 𝑮𝒐𝒐𝒈𝒍𝒆 𝑺𝒖𝒊𝒕𝒆 💼 𝑷𝒂𝒔𝒔𝒘𝒐𝒓𝒅 𝑴𝒂𝒏𝒂𝒈𝒆𝒓 - LastPass, 1password 💼 𝑪𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒐𝒏 𝑻𝒐𝒐𝒍𝒔 - Slack, WhatsApp, Telegram, Zoho Cliq, Skype, Teams, Zoom, Google Meet ...and many others! Throughout my career, my bookkeeping services have elevated businesses to new heights of financial success. As a top-rated freelancer, I've garnered a reputation for excellence, attention to detail, and adding significant value to my client's businesses. Check out my work experiences here in my Profile. It showcases my extensive experience, achievements, and the passion I bring to every bookkeeping project. Reach out now, and let's transform your financial records into a masterpiece of precision and accuracy!📈
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    Business Plan
    Accounting
    Financial Management
    Financial Statement
    Finance & Accounting
    Bookkeeping
    Accounts Receivable
    Accounts Payable
    Data Entry
    Bank Reconciliation
    Accounting Software
    Accounting Basics
    Microsoft Excel
    Intuit QuickBooks
  • $15 hourly
    Worried about tax and financial reporting? connect to me, I can handle your bookkeeping needs with masterly finesse. I have mastered all the features of Xero and accurately applies the updated accounting principles and taxation rules of your country. I work with clients in US, Canada, Australia and Asia. I am very flexible and eager to learn and study everything that is directed to me, that is why clients find me agreeable. Stress with finances? Remember, everything can be solve with 3Ps 1. Perseverance 2. Prayer 3. Put Orlando in your team
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    Flowchart
    Gusto
    Management Accounting
    Xero
    Intuit TurboTax
    Financial Management
    Payroll Accounting
    Oracle NetSuite
    Tax Preparation
  • $15 hourly
    I help coaches and entrepreneurs grow their businesses through branded online content. What if you could have the time and energy to focus on serving your clients thoroughly and doing what brings you joy without worrying about your social media presence? I provide solutions in Content Development and Social Media Management, specifically: ✅ Social Media Strategy and Implementation ✅ Creating and Repurposing Branded Content ✅ Video Editing ✅ Graphic Design ✅ Social Media Optimization ✅ Social Media Branding ✅ Organic Engagements ✅ Email Marketing ✅ Lead Magnet Creation ✅ Product/Service Launch ✅ Hashtag Research Don't hesitate to get in touch with me if you are looking for someone who is: 🎯 Knowledgeable and experienced in digital and social media marketing. 🎯 Creative 🎯 Fluent in the English language. 🎯 Self-driven, detail-oriented & well organized. 🎯 Focused on helping Coaches and Entrepreneurs grow their brand by answering their audience's questions, creating their persona online, and increasing revenue through brand awareness and engagement. I'm excited to be part of your success! Zoula Skills: Adobe Photoshop Adobe Indesign Canva Aweber ActiveCampaign Kajabi WordPress Filmora Powtoons Veed Viddyoze Trello MeisterTask Google Calendar Dropbox Google Drive Google sheet Google Docs Buffer Hootsuite Creator Studio Planoly Later SEMrush Ubbersuggest Google Analytics Google Trends Google Adwords Social Media Pages (LinkedIn, Facebook, Youtube, Instagram, Twitter, Pinterest)
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    HTML
    Graphic Design
    Financial Management
    Digital Marketing
    Bookkeeping
    Data Analysis
    Keap Marketing
    Web Design
    Search Engine Optimization
    Social Media Marketing
  • $10 hourly
    𝘾𝙚𝙧𝙩𝙞𝙛𝙞𝙘𝙖𝙩𝙞𝙤𝙣𝙨 - Certified Public Accountant (CPA) in the Philippines - Xero ProAdvisor 𝙀𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚 - 4+ years in accounting, bookkeeping, and auditing - Proficient in handling complex financial tasks 𝙎𝙤𝙛𝙩𝙬𝙖𝙧𝙚 𝙋𝙧𝙤𝙛𝙞𝙘𝙞𝙚𝙣𝙘𝙮 - Expert in QuickBooks Online, Quickbooks Desktop, Zoho Books, Wave, Xero - Gusto and ADP Payroll - Proficient in Dext, Bill.com, and Hubdoc for efficient financial management - Notion, Trello, ClickUp, Asana 𝙀𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚 - Bookkeeping - GAAP - Philippine Tax Compliance (BIR) - Audit - Financial Analysis -Admin Tasks 𝙋𝙧𝙤𝙟𝙚𝙘𝙩 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 - Proven track record in managing diverse accounting projects - Known for enhancing financial operations and providing strategic insights 𝘾𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙤𝙣 𝙎𝙠𝙞𝙡𝙡𝙨 - Strong communicator, adept in collaborating with clients and teams - Proficient in simplifying complex financial concepts for varied audiences 𝘾𝙡𝙞𝙚𝙣𝙩-𝘾𝙚𝙣𝙩𝙧𝙞𝙘 𝘼𝙥𝙥𝙧𝙤𝙖𝙘𝙝 - Dedicated to addressing specific financial needs of businesses - Inviting potential clients to connect and explore mutual growth opportunities
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    Administrative Support
    Virtual Assistance
    Taxation
    Shopify
    Social Media Management
    Xero
    Financial Management
    Zoho Books
    Bookkeeping
    Data Entry
    Balance Sheet
    Bank Reconciliation
    Microsoft Excel
    Intuit QuickBooks
  • $9 hourly
    OBJECTIVE To obtain a position that will enable me to use my strong organizational skills, share my knowledge and best practices and my ability to work well with people.. I am well experience in Financial accounts especially in fraud analysis, been with technical support and sales jobs as well. If you will Hire me I do believe I can give a great impact to your business.
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    Customer Support
    Order Management
    Data Entry
    Customer Experience
    Technical Support
    Sales Operations
    Financial Management
    Customer Service
    Customer Engagement
    Online Chat Support
    Email Support
    Order Tracking
  • $25 hourly
    I help modern entrepreneurs to confidently grow their business without worrying about bookkeeping on QuickBooks or Xero. As your bookkeeper, I can help you with but not limited to: 1. Set up your Company's books of accounts in any accounting platform of your choice (ie. QuickBooks, Xero, Wave). 2. Create Chart of Accounts. 3. Data transition from one accounting platform to another. 4. Work with your CPA for tax related report. 5. Invoicing and Billing. 6. Journal Entries, account clean up and clearing of backlogs. 7. Month-end and Year-end reporting. 8. Multi-currency setting and management. 9. Financial Reporting (Income Statements, Balance Sheet, Cash Flow) 10. Accounts Receivable and Accounts Payable management. 11. Multi-company bookkeeping ang management. 12. Accounts Reconciliation (banks and credit cards). 13. Recording of day to day transactions. 14. Year-End adjustments. SUMMARY of QUALIFICATIONS - Over 20 years of Accounting related experience, 9 years of cloud accounting and bookkeeping experience. - Team oriented, effective problem solver with strong organizational skills - Excellent written, oral communication and leadership skills - Superior interpersonal, analytical and negotiation skills developed through increasing project management assignments - Strong multitasking skills highlighted through ability to prioritize large work volumes to ensure deadlines are achieved Well trained with working knowledge in a variety of accounting programs including, Quickbooks, Xero, Wave, Saasu, Shoeboxed, Peachtree (Sage 50/Simply Accounting), Lawson, Web Focus, TRECS, Etreasury, Vision 21, TPX Mainframe, Hyperion Essbase, Business Objects XI (BOXI), Bloomberg, Doc Direct and Rumba. An expert in Data Encoding, Accounting/Bookkeeping, Researching, Typing and other clerical works. I have strong computer skills and an expert in MS Excel and MS Access.
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    Financial Management
    QuickBooks Online
    Account Management
    Wave Accounting
    Xero
    Bookkeeping
    Cost Accounting
    Microsoft Excel PowerPivot
    Financial Analysis
    Sassu
    Accounts Receivable Management
    Microsoft Excel
    Accounts Receivable
    Financial Accounting
    Payroll Accounting
  • $25 hourly
    To be of service to clients with whom I can share my 25 years of experience in Accounting and Bookkeeping using different accounting software such as CRUNCH Online Accounting , XERO, Buildium and QUICKBOOKS desktop and online versions. I do also have experience in Airbnb, Hostaway and Stripe reconciliation. Setting up chart of accounts, monitoring of Accounts Receivable and Accounts Payable, bank reconciliation, financial statements preparation/analysis and research are my areas of strength.
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    Xero
    Financial Management
    Financial Analysis
    Cost Accounting
    Bookkeeping
    Accounts Payable
    Bank Reconciliation
    Balance Sheet
    Financial Accounting
    Intuit QuickBooks
  • $10 hourly
    It is always been my mindset to deliver output quickly and accurately. I am an experienced accountant and bookkeeper for more than 21 years locally and online. I have a strong passion for this craft so I always target quality result. A flexible team player and values commitment. I am an organized and detail-oriented individual and always welcome changes and new learnings. I have an extensive experience in using various accounting software like Quickbooks Online, Quickbooks Desktop, Xero, Sage and Wave.
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    Financial Management
    Financial Analysis
    Bookkeeping
    Tax Preparation
  • $18 hourly
    I’m a CPA with more than 10 years of Financial and Accounting experience from different field like food, real estate, rental (SHEDS and AIRBNB) and personal finance using different accounting software like Quickbooks, Bill.com, Zoho, YNAB, Xero, Mint, Fathom and MYOB. I’m best in bank reconciliation, SYNCING data from one app to another (e.g. Quickbooks and Bill.com), Cash Flow Analysis, Data migrating, Inventory and Asset Analysis (Shed and AIRBNB Units), Payments Reconciliation (Credit card reconciliation) and and Excel Data Scrubbing using Queries, Pivot and logical formulas. I like to fix things and numbers and I love to work independently.
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    MYOB Administration
    Bookkeeping
    Cost Accounting
    Financial Analysis
    Financial Management
    Bill.com Accounts Receivable
    Microsoft Business Intelligence Studio
    Bill.com Accounts Payable
    Financial Accounting
    Intuit QuickBooks
    Accounts Payable
    Account Reconciliation
    Tax Preparation
    Microsoft Excel
  • $15 hourly
    I am a professional administrative assistant, data entry specialist, and Certified Public Accountant with over 7 years of work experience. Over the years, I have consistently met and often exceeded my clients' expectations within their budget and timeline constraints. I work well in a team environment tasks but I can also do the job independently. Additionally, I am okay with doing repetitive work. I have mixed experience in accounting, banking, and data entry projects. Being a Certified Public Accountant, I can provide clients with any services relating to accounting, bookkeeping, management, and financing. Being in the field of freelancing made me increase my horizons, I can now offer data entry and virtual assistant positions. I specialize in the following: Data Entry - Invoice/bill transcription (purchasing, water, electricity, gas, waste, and pest) - Entering client/patient information into an online database - PDF Conversion - Web scraping - Product adding Internet Research - Product research - Lead generation Billing -Quickbooks Online - Creating invoices - Sending/issuing invoices - Stripe If you would let me be a part of your team or company, or be involved in your work I would gladly offer everything with my means and be willing to learn any opportunity for growth and professional engagements. I am hoping to be working with you soon.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Prospect List
    Inventory Management
    Financial Management
    Accounts Receivable Management
    Financial Reporting
    Accounts Payable Management
    Financial Analysis
    CPA
    Bookkeeping
    Cost Accounting
    Data Entry
  • $12 hourly
    My name is Stefan, a CPA with half a decade of experience in the industry with experience portfolio in Accounting, Financial Reporting, Asset Management and Systems implementation., Tools used: Oracle Netsuite, Xero, Quickbooks, Blackline, Google sheets, Microsoft Office Serivces Offered: -Implements and streamline processes for financial data collection, analysis, and reporting -Data reconciliation and preparation such as Transaction Matching, Intercompany transactions, and Bank Reconciliations. -Report preparation such as Financial statements, P&L Dashboards and KPI -System implementation and enhancements on Quickbooks Online and Oracle Netsuite -Accounting, government compliance, and system implementation projects -Providing valuable insights and recommendations for improving their financial operations including Inventory Mangement -Analyze financial data, identify trends, and make informed business decisions. -Provides training, support, and guidance to finance teams, enabling them to leverage the full potential of the financial systems.
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    Financial Planning
    Biology Consultation
    Financial Management
    Financial Analysis
    Financial Statement
    Financial Accounting
    Intuit QuickBooks
    Oracle NetSuite
  • $7 hourly
    If you are looking for an efficient and reliable team member, count me in! As an experienced E-commerce Store Manager, I have hands-on experience working with both dropshipping and branded stores on platforms like Shopify, Shein, and Etsy. And I’m passionate about: ◉ Product Listing: I take pride in efficiently handling product listings and ensuring they are translated accurately into languages like Dutch and German. ◉ Image Sourcing & Editing: I love sourcing and editing product images to make them as appealing as possible and to align with your brand's identity. ◉ Creating Compelling Descriptions: Writing engaging product descriptions is one of my favorite tasks. I aim to highlight the features and benefits that will draw customers in. ◉ Basic SEO Optimization: I add SEO tags to help your products get the visibility they deserve. As a Data Entry Specialist, I prioritize quality, accuracy, and efficiency in my work. You can count on me to complete tasks on time, allowing you to focus on what matters most for your business. I excel as a Lead Generation & List Builder, to compile precise and verified contact lists tailored to your needs, I utilize tools such as: ◉ Snov.io ◉ Hunter.io ◉ GetProspect ◉ and RocketReach With experience in Customer Support, I believe that excellent customer service is key to building lasting relationships, and I’m here to ensure every customer feels valued and heard. I’m familiar with platforms like Zendesk, Freshdesk, and Gorgias. My responsibilities include: ◉ Email Support ◉ Social Media Moderation ◉ Content Moderation For Product Research in E-commerce, to find trending products on platforms like Meta and TikTok. I enjoy diving into the data to help you discover the best opportunities for your store. I leverage tools such as: ◉ WinningHunter ◉ AdSpy ◉ BigSpy ◉ NicheScraper ◉ Minea ◉ and PowerAdSpy I would love to join your team and contribute to your business's success and long-term growth. Working with me will be a valuable investment of your time and resources. Let’s achieve great things together!
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    Online Research
    Shopify
    Financial Management
    Product Listings
    AliExpress
    Customer Support
    Social Media Management
    Lead Generation
  • $40 hourly
    Imagine achieving your personal and professional goals with confidence, clarity, and support. I help individuals 𝐋𝐞𝐯𝐞𝐥 𝐔𝐩 by providing dedicated 1-on-1 accountability sessions tailored to your unique journey. 𝐿𝑒𝑡'𝑠 𝑐𝑜𝑙𝑙𝑎𝑏𝑜𝑟𝑎𝑡𝑒 𝑡𝑜 𝐥𝑒𝑣𝑒𝑙 𝑢𝑝 𝑦𝑜𝑢𝑟 𝑙𝑖𝑓𝑒! Drawing from my commitment to personal development and holistic health, you will experience a supportive partnership focused on achieving your goals. What I offer: 🔥 Personalized Accountability Sessions 🔥 Goal Setting and Strategy Development 🔥 Progress Tracking and Adjustments 🔥 Supportive and Encouraging Environment Why choose me: ✅ Commitment to Your Growth ✅ Client-Centric Approach ✅ Expertise in Personal Development ✅ Results-Driven Solutions How I help turn your goals into reality: 🛠 Individualized Action Plans 🛠 Regular Check-Ins 🛠 Motivational Support 🛠 Resourceful Feedback 𝐀𝐫𝐞 𝐲𝐨𝐮 𝐫𝐞𝐚𝐝𝐲 to level up your journey and achieve your dreams? Let's schedule a call and discuss how we can start growing and leveling up together!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Management
    Business Operations
    Business Analysis
    Quality Audit
    Quality Control
    Management Accounting
    Management Skills
    Process Flow Diagram
    Project Management
    Quality Assurance
    Strategic Planning
    Risk Management
    Financial Management
    Team Management
    Process Optimization
  • $100 hourly
    I am a CPA with diverse experience in business and financial management, investment analysis, strategic planning, advisory services, business writing and mentoring. I've worked for clients and employers of various nationalities and cultural background. Responsible and reliable professional, I am committed to the highest standards of excellence and integrity.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Management
    Management Skills
    Inventory Management
    Bookkeeping
    Job Costing
    Financial Reporting
    Academic Writing
    Financial Management
    Strategic Plan
    Financial Accounting
    Business Analysis
    Business Writing
    Financial Report
  • $25 hourly
    SUMMARY and HIGHLIGHTS of QUALIFICATION: 10 years experience as Financial Controller for a diverse set of industries like Logistics, Banking and Information Technology. Currently the Financial Controller for Glacier Megafridge (Philippines) one of the leading cold storage companies locally. Have worked in multinational companies based in Australia, UK, US and Asia. Proficient CPA with over 15 years of experience in Finance (Controllership, Budgeting, Forecasting, Variance Analysis, Statutory/Regulatory/Management Reporting, Cash Flow Management and Transfer Pricing) and General Accounting (General Ledger, Accounts Payable, Accounts Receivable, Intercompany/Consolidation, Fixed Assets, Payroll, Taxation and Lease Accounting) with over 15 years of Managerial experience. Also has a 5-year stint in Information Technology industry as front line sales. KEY COMPETENCIES: - Detail-oriented and able to handle voluminous and complex financial data. - Proficient in Systems: SAP, MS Navision, PeopleSoft GL, Hyperion, Blackline, Quickbooks, MYOB. - Vast exposure with Multinational Corporations with headquarters in USA, UK, Germany, Australia. - Mature stature, able to work in a multi-cultural environment and flexible to change. - A team player and an inspiring leader. - Expert in MS Office, Outlook, Lotus Notes - Licensed CPA from University of the Philippines – Diliman BS Business Administration & Accountancy with completed MBA units (Major in Finance) from De La Salle University – Graduate School of Business. SIGNIFICANT CAREER HIGHLIGHTS: - Successful migration of finance processes for ANZ Australia Division (2015) and Deutsche Bank New York Asset Management (2007) - Accounts Payable Automation (2014, 1998) - Expense Policy Review and Implementation (2012, 2013, 2014) - Built budgets and prepared cash flow forecasting tools (2013) - Participated in building the prospectus for IPO listing (2012) - Created Financial Modelling for new business venture (2011) - Standardized SAP Intercompany Invoicing (2010), Lease and Fixed Asset Accounting (2000-2001) - Complete Process Documentation for end-to-end processes (2009) - Responded to a BIR Request for Information (2001) - Clean up / substantiation of aged Balance Sheet reconciliation items (200) - Filing of International US Tax Returns (1999) - Automated Treasury/Risk Reporting (1997)
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Project Finance
    Corporate Finance
    Financial Writing
    Managerial Finance
    Financial Reporting
    Financial Management
    Financial Accounting
    Financial Planning
    Tax Preparation
    Financial Analysis
  • $15 hourly
    • Board of Accountancy (BOA) and Bureau of Internal Revenue (BIR) accredited Certified Public Accountant (CPA) providing accounting, bookkeeping, auditing, business consultancy, financial analysis, financial modelling and business registration services to individuals and SMEs. • QuickBooks Online ProAdvisor Certified • Xero Advisor Certified Softwares Used: QuickBooks Online, QuickBooks Desktop, Microsoft Dynamics 365, Wave Accounting, Clio, Xero, Dext What I can offer you? ~ Financial Statements Preparation ~ Financial Analysis ~ Bookkeeping ~ Financial Modelling / Financial Forecasting ~ Accounting System set up ~ Business Plan Creation ~ Market Research and Analysis ~ Foreign Companies Start Up in Philippines Assistance ~ Bank and Credit Card Reconciliation ~ Other accounting related output If you feel that I am the one you are looking for, please feel free to message me. I am looking forward to work with you and add value to your Company. =)
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    QuickBooks Online
    Lead Generation
    CPA
    Financial Audit
    Business Plan
    Financial Analysis
    Financial Reporting
    Financial Modeling
    Financial Accounting
    Financial Management
    Bookkeeping
    Data Entry
  • $20 hourly
    Let me help you get the analysis and numbers right so you can focus on running your business. I will make a strategic business decision made comprehensive for you by giving a clear financial view of your business through management-level services. *I've gained profound knowledge and experience in financial reporting and analysis, forecasting, accounting, and cash flow management *Worked as finance head and payroll Officer-In-Charge for a fast-growing startup company handling the daily finance operation and admin support and joined the start-up community and managed the accounting books of several startup businesses. *I have a handful of experience also in accounting software, like SAP and Xero, and especially QuickBooks. I am a result, and goal-oriented person focused on the efficiency and effectiveness of the work. *Can be counted on for the time-constraints project and demonstrate reliable work ethics. *Worked for one of the BIG 4 Accounting Firms - Ernst & Young (EY) *I'm well-versed in the following: * Bookkeeping * Financial Statement Analysis * Cash Flow Budgeting and Financial Planning * Financial Accounting and Reporting * Management Accounting and Reporting * Accounts Receivable & Payable Records Management * Payroll I love to establish and maintain exceptional service and business relationships with clients built on trust and respect. Let's work, collaborate, and grow together!
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    Google Docs
    Financial Modeling
    Management Consulting
    Financial Analysis
    Management Accounting
    Financial Reporting
    Financial Management
    Intuit QuickBooks
    Bookkeeping
    Budget Management
    Payroll Accounting
    Data Entry
    Microsoft Excel
  • $5 hourly
    🌐 Amazon Product Research Expert for Wholesale and Online Arbitrage 🚀 🔍 About Me: Passionate and results-driven Amazon product researcher with a proven track record in wholesale and online arbitrage. Leveraging a comprehensive skill set and a keen eye for market trends, I specialize in identifying high-profit opportunities and optimizing product listings for maximum sales and ROI. 🛠️ Tools of the Trade: ✅ Keepa: Utilizing historical pricing and sales rank data to make informed decisions on product sourcing and pricing strategies. ✅ DS-Amazon Quick View: Streamlining the research process by providing quick access to critical data directly on Amazon search pages. ✅ Seller Amp - SAS: Analyzing market trends, competition, and potential profitability with advanced analytics and insights. ✅ BuyBotPro: Empowering decision-making through real-time data analysis, including profit calculations, fees, and sales velocity. ✅ Amazon Scout Calculator: Ensuring accurate profitability assessments by factoring in all relevant costs and fees. ✅ Restricted/Hazmat Checks: Vigilantly assessing product eligibility to avoid compliance issues and maximize product sourcing opportunities. ✅ AZinsight: Extracting valuable information from Amazon pages for in-depth analysis and strategic decision-making. ✅ FBA Multi-Tool: Streamlining the FBA process, from product research to listing optimization, to enhance efficiency. ✅ Amazon Rank Chrome Extension: Gaining a competitive edge by staying updated on product rankings and trends in real-time. ✅ Helium 10: Employing powerful tools for keyword research, listing optimization, and overall market intelligence. 📈 My Approach: I approach product research as a dynamic and evolving process. I am committed to staying ahead of market changes, utilizing cutting-edge tools, and adapting strategies to capitalize on emerging opportunities. From identifying profitable niches to optimizing listings, I strive to maximize your success in the competitive world of Amazon sales. 💬 Why Choose Me: With a deep understanding of Amazon's ever-changing landscape and a comprehensive arsenal of research tools, I bring a strategic and analytical mindset to product sourcing. My goal is to empower your business with profitable product selections and sustainable growth through meticulous research and strategic decision-making. 📧 Contact Information: Ready to take your Amazon business to new heights? Reach out to me for a personalized consultation and let's embark on a journey of success together. 📧 Email Address: biolchristiandave@gmail.com 📱 Phone Number: +639635700609 Let's turn your Amazon venture into a thriving success story!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Communications
    Sourcing
    Human Resource Management
    Amazon
    Product Research
    Administrative Support
    Product Sourcing
    Management Skills
    Financial Management
    Computer Skills
    Email Communication
  • $15 hourly
    Dear Valued Clients, I am Arleen, and I possess extensive expertise in managing non-voice lead generation tasks, web research, and various administrative responsibilities. My Areas of Expertise: Researching wholesalers Lead generation on LinkedIn, Instagram, and Facebook Skip tracing Data entry Virtual assistance Data collection Data mining Data scraping Proficient in MS Office applications Posting advertisements on Craigslist Canva Familiar with Asana, Trello, ClickUp, Jummpl, Anydesk, and Textexpander Project management and appointment setting Basic bookkeeping By placing your trust in me, I am committed to ensuring that our partnership results in a successful outcome. I guarantee your satisfaction with my work. Let's collaborate and achieve success together. Best regards, Arleen
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Bookkeeping
    Inventory Management
    Financial Management
    Spreadsheet Software
    Social Media Marketing
    Social Media Management
    Canva
    Email Communication
    Administrative Support
    Mailchimp
    Microsoft Office
    Social Media Lead Generation
    Lead Generation
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