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Hire the best Financial Planners in Lahore, PK

Check out Financial Planners in Lahore, PK with the skills you need for your next job.
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  • $50 hourly
    • 5.0/5
    • (5 jobs)
    I am a highly skilled accounting professional with a CMA degree and three years of experience in the field. My expertise includes bookkeeping, tax preparation, financial analysis, QuickBooks, financial reporting, budgeting and forecasting, audit and compliance, and IFRS. I am proficient in using various accounting software, including QuickBooks, Sage, and Xero. I have a deep understanding of International Financial Reporting Standards (IFRS) and can assist clients in adopting these standards. I am experienced in IFRS-compliant financial reporting and can provide advice on IFRS-related matters. As an accounting freelancer, I am committed to providing my clients with exceptional service and ensuring their financial success. I have a keen eye for detail and a proven track record of delivering high-quality work in a timely and accurate manner. My analytical skills allow me to identify trends, provide insights, and make informed decisions. If you are looking for a dedicated and reliable accounting freelancer with expertise in IFRS, please do not hesitate to contact me. I look forward to working with you and contributing to your financial success.
    Featured Skill Financial Plans
    Financial Reporting
    Financial Analysis & Valuation
    Financial Management
    QuickBooks Online
    Accounting Software
    Bank Reconciliation
    Accounting
    Accounts Receivable
    Bookkeeping
    Accounts Payable
  • $20 hourly
    • 5.0/5
    • (47 jobs)
    "CPA Financial Audit, CPA Financial Review, CPA Letter, Active Licensed CPA US." Are you looking professional qualified CPA US. We'll Come here. We are available for your assistance regarding business financial audit and reviewed services having more than 7 years of professional experience in big four audit firms. ►Our Core Competencies and area of Expertise: ✅ Providing detail advanced financial modeling and forecasting, I am able to prepare complex models which can be presented to investment banks/VCs with all financial statements. ✅ Audit or Reviewed Financial Statements as CPA US. ✅ Cost and Management Accounting numerical including, Budgeting, Forecasting, Planning, Process Costing, Batch Costing, CVP analysis. ✅ Cash Flow Statement Analysis. ✅ Tax Preparation and file company returns. ✅ Finalizing management accounts with graphical presentation. ✅ Product Costing, Variance Analysis and utilizing cost management technique. ✅ Receivables and Payable Management. ✅ Conduct company audit internal and external. ✅ Business Valuation, NPV, IRR, EPS, ROCE, and other financial ratios analysis. ✅ Business Vs Merger viability and target acquisition analysis. ✅ Advanced excel expert. ✅ Helping in assignment relating to accounting, finance, budgeting, etc. You focus on your business, I will focus on your books. I am specialized in helping small business owners free up their time to focus on growing their business. If you are looking for peace of your mind for Bookkeeping, Accounts, VAT or other Accounting matters, I am the person to share your burden of Finances/Bookkeeping and let you focus to bring more business in! I firmly believe, if I genuinely care for my clients, they will also care for me.
    Featured Skill Financial Plans
    Taxes
    Financial Modeling
    Financial Management
    QuickBooks Online
    Internal Auditing
    Income Statement
    CPA
    Financial Audit
    Financial Analysis
    Financial Statement
    Account Management
    Letter
    Bookkeeping
    Bank Reconciliation
    Microsoft Excel
  • $30 hourly
    • 5.0/5
    • (6 jobs)
    With over 7 years of experience in trading Forex, Indices, and Commodities, I have developed a deep understanding of market dynamics and successful trading strategies. I am proud to have passed multiple prop trading challenges, showcasing my ability to navigate complex market conditions and generate consistent returns. In addition to my trading expertise, I am passionate about educating others. I have successfully taught many traders, helping them understand the fundamentals of trading and develop their own strategies for success. Whether you’re just starting or looking to refine your skills, I’m here to guide you on your trading journey.
    Featured Skill Financial Plans
    Customer Support
    Risk Analysis
    Risk Management
    Trading Lesson
    Cryptocurrency
    Management Accounting
    Asset Management
    Financial Management
    Technical Analysis
    Trading Strategy
    Financial Accounting
    Financial Trading
    Financial Analysis
    Cryptocurrency Trading
    Forex Trading
  • $15 hourly
    • 5.0/5
    • (8 jobs)
    With over three years of experience managing short-term rentals, particularly on Airbnb, I specialize in issue resolution and review management. I have successfully handled a wide range of guest concerns and platform-related challenges, from reservation disputes to payment issues, ensuring a smooth experience for both hosts and guests. My experience includes resolving over 50 reviews in the past year alone, with a success rate of nearly 90% in getting negative reviews removed through Airbnb. This attention to detail and dedication to protecting hosts' reputations has allowed me to maintain high ratings and optimize listing visibility. With a deep understanding of Airbnb’s policies and guidelines, I’m well-equipped to proactively manage guest expectations, address issues swiftly, and build strong communication channels that prevent issues from escalating. My expertise in short-term rental management means I can help you maintain an impeccable profile, ensuring your property remains competitive and well-reviewed.
    Featured Skill Financial Plans
    Customer Support
    Customer Satisfaction
    Real Estate
    Property Management Software
    Management Skills
    Administrative Support
    Management Accounting
    Financial Accounting
    Financial Management
    Cost Management
    Google Calendar
    Virtual Assistance
    Business Strategy
    Bookkeeping
    Leadership Skills
  • $30 hourly
    • 5.0/5
    • (10 jobs)
    Are you looking for a reliable, CPA to manage your books, stay compliant, and deliver accurate financial reports so you can focus on growing your business? You're in the right place! I’m a CPA (Certified Professional Accountant) with over 10 years of professional experience with (Big 4 Chartered Accountants Firms) supporting businesses in the USA, UK, and Middle East. From bookkeeping and tax filings to high-level financial advisory, I help clients achieve clarity, compliance, and confidence in their numbers. Whether you’re a startup catching up on overdue filings, an eCommerce business needing ongoing support, or a consultant looking for a fractional CFO, I offer the strategic insight and hands-on expertise you need. My core services include: - Bookkeeping (ongoing, cleanup, or catch-up) - Bank and Credit Card Reconciliations - Accounts Payable & Receivable Management - Monthly Financial Statements (P&L, Balance Sheet, Cash Flow) - Payroll Processing - Tax Filing & Compliance (UAE VAT, Corporate Tax, UK SA800 & CS01) - Budgeting, Forecasting, and Financial Analysis - Fractional CFO Services - Company Restorations (UK LLPs) Software Expertise: - QuickBooks Online & Desktop (Certified ProAdvisor) - Xero - ZohoBooks - Wafeq - Microsoft Dynamics - FieldEdge (Inventory Management) If you're seeking a trustworthy, detail-oriented accountant who can simplify your finances and support your business goals—let’s connect. Click the green ‘Hire’ button to get started today. #CertifiedAccountant#ProfessionalAccountant#BookkeepingExpert#OnlineBookkeeper#AccountingServices#BookkeepingServices#FinancialReporting#AccountingSupport#SmallBusinessAccounting#OutsourcedAccounting#QuickBooksProAdvisor#XeroCertified#ZohoBooksExpert#MicrosoftDynamics#QuickBooksCleanup#QuickBooksOnline#XeroBookkeeping#VATExpert#UAECorporateTax#UKLLPFiling#SA800#CS01#HMRCCompliance#CompaniesHouseFiling#FractionalCFO#FinancialConsultant#FinancialAdvisor#BusinessCompliance#CatchUpBookkeeping#LLPRestoration#ForensicBookkeeping
    Featured Skill Financial Plans
    CPA
    Accounting
    Financial Management
    Inventory Management
    Financial Analysis
    Due Diligence
    Corporate Tax
    Value-Added Tax
    Accounts Payable Management
    Xero
    Bookkeeping
    Financial Accounting
    Accounts Receivable
    Account Reconciliation
    Intuit QuickBooks
  • $25 hourly
    • 4.9/5
    • (28 jobs)
    ✴️ - Top Rated Professional 🏅 - 100% client satisfaction rate. 🕙 - 100% response rate. 🏆 - 18 + years of experience with MNCs, NPOs, LLCs, and PLCs. 🏠 - Background from Big 4Accounting & Audit firms - EY & KPMG. ▶️ - My Services. 1. Financial management & planning. 2. Cashflow Management. 3. General Bookkeeping, Cleaning up books, and old data reconciliations. 4. Financial Statements & IFRS compliance & Implementation. 5. Accounting Software solution (XERO, QuickBooks, SAP, NetSuite, Zoho, and Oracle Financials) 6. Dynamic Financial analysis with custom reports. 7. AR & AP management with customer & and supplier compliance with regulations. ▶️- Recent Work History 1. Financial year closings for MNCs, and PLCs in the UK and EU-based clients. 2. Process improvement strategy and KPI design - Finance Department for a UK Client. 3. Implementation of XERO accounting software for a client based in Singapore. 4. Financial closing issues & report designs for a Nigerian Client. 5. General bookkeeping for a US client. 6. Accounting setup for an Agritech in Singapore. 6. Financial Education & training of finance staff in Canada & KSA. 7. Real Estate Financial Management & Bookkeeping for a Canadian Client. 8. Cashflow management for a Malaysian Client. ▶️- Certifications & Skills 1. Chartered Accountant (FCCA/CPA) - UK 2. MBA in Finance - UK 3. Certified XERO Advisor 4. Certified QuickBooks Professional 5. Certified Microsoft Professional - Office 365. 6. Advanced Excel Dashboard & Dynamic Reporting 7. Power BI Expert.
    Featured Skill Financial Plans
    Xero
    QuickBooks Online
    Financial Plan
    Budget Planning
    QuickBooks Enterprise
    Financial Consulting
    Financial Policies & Procedures
    Accounting Principles & Practices
    Financial Statement
    Financial Management
    Financial Planning
    CPA
    GAAP
    Accounting
    Bookkeeping
  • $10 hourly
    • 5.0/5
    • (8 jobs)
    Greetings! I bring extensive expertise as a certified accounting professional, backed by a robust academic foundation and years of hands-on experience. My work centers on delivering precise financial solutions tailored to your needs, ensuring compliance, efficiency, and growth. Core Specializations: Financial Management: Comprehensive services from bookkeeping to advanced reporting. Taxation: Expert in tax planning, preparation, and compliance. Software Mastery: Skilled in leading accounting platforms for seamless operations. Strategic Financial Analysis: Actionable insights to strengthen your financial strategies. Why Choose Me: Accuracy and efficiency in every task. Timely delivery with a focus on quality. Transparent communication and personalized solutions. Let’s work together to elevate your financial success—contact me today!
    Featured Skill Financial Plans
    Economic Analysis
    Financial Risk
    GAAP
    Accounting Principles & Practices
    Financial Analysis
    Intuit QuickBooks
    Bookkeeping
    Tax Accounting
    Financial Management
    Financial Reporting
    Financial Model
    US Taxation
    Finance & Accounting
  • $15 hourly
    • 4.6/5
    • (5 jobs)
    Hi, I'm Dawood, a Chartered Accountant with 5+ years of experience in accounting & finance and 3+ years in virtual assistance & administrative support. I specialize in financial planning & analysis (FP&A), budgeting, forecasting, and reporting, helping businesses optimize cash flow, improve profitability, and stay GAAP-compliant. Why Work With Me? ✅ FP&A Expertise: Managed 13+ accounts, delivering precise financial reports & analyses to drive strategic decisions. ✅ Accounting & Bookkeeping: Advanced proficiency in QuickBooks Online (QBO), Xero, Sage 50, and Excel for financial management. ✅ Payroll & AP/AR Management: Efficiently handling payroll, accounts payable/receivable, and financial reconciliations. ✅ Virtual Assistance & Admin Support: Expert in Airtable, Notion, Slack, and Canva for streamlined business operations. ✅ Financial Advisory & Compliance: Assisting with NYSE financial advisory, shares management, and cost accounting. Tools & Platforms I Work With: 📌 Accounting: QBO | Xero | Sage 50 | Bill.com | Invoice2go 📌 CRM & Admin: Pipedrive | Job Nimbus | Notion | Airtable | Slack 📌 Finance & Management: Carta | NYSE Advisory | Financial Statements | Cost Analysis Whether you're looking for a dedicated financial expert to manage your books, improve cash flow, or streamline operations, I'm here to help. Let's discuss how I can bring value to your business! 📩 Reach out today, and let's get started
    Featured Skill Financial Plans
    Data Entry
    Financial Statements Preparation
    Investment Research
    Customer Service
    Administrative Support
    Virtual Assistance
    Bookkeeping
    Financial Management
    Microsoft Excel
    Zoho Books
    Accounts Payable
    Accounts Receivable
    Intuit QuickBooks
  • $14 hourly
    • 5.0/5
    • (111 jobs)
    ✅ 𝟏𝟎𝟎+ 𝐒𝐚𝐭𝐢𝐬𝐟𝐢𝐞𝐝 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐨𝐧 𝐔𝐩𝐰𝐨𝐫𝐤 ✅ Upwork Top 10% Freelancer ✅ Top Rated Freelancer ✅ 9+ Years of Experience ✅ 5 Star Ratings in all Projects ✅ 100% Customer Satisfaction I am a Chartered Financial Analyst (CFA, USA) and Chartered Accountant Affiliate, with a BS (Hons) degree in Accounting and Finance. With 9 years of experience spanning multinational banks, AMC, corporate sectors, and KPMG Dubai, I specialize in delivering detailed financial analysis to empower your informed business decisions My advanced data analysis skills in Excel, Power BI, and Tableau allow me to identify financial discrepancies, implement effective controls, and provide solutions that enhance efficiency and profitability Expert in QuickBooks and Xero with 9 years of experience in US GAAP and IFRS. 𝐈'𝐯𝐞 𝐬𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥𝐥𝐲 𝐬𝐞𝐜𝐮𝐫𝐞𝐝 $𝟐,𝟎𝟎𝟎,𝟎𝟎𝟎 𝐢𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐟𝐮𝐧𝐝𝐢𝐧𝐠 𝐬𝐨 𝐟𝐚𝐫. I specialize in creating detailed financial models for a wide range of industries including SaaS (both B2B and B2C), E-commerce, Real Estate (including Construction, Multifamily, and Commercial Real Estate), as well as startups in Technology, EdTech, and TravelTech sectors. Strong track record in producing high-quality finance newsletters, and I've successfully provided premium financial content to international organizations. 𝐈 𝐡𝐚𝐯𝐞 𝐩𝐫𝐨𝐯𝐞𝐧 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠 𝐟𝐢𝐞𝐥𝐝𝐬: ✅ 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 ✅ 𝐂𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐧𝐚𝐥𝐲𝐬𝐢𝐬 ✅ 𝐀𝐜𝐜𝐮𝐫𝐚𝐭𝐞 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐜𝐨𝐬𝐭 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 ✅ 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫-𝐫𝐞𝐚𝐝𝐲 𝐩𝐢𝐭𝐜𝐡 𝐝𝐞𝐜𝐤𝐬 ✅ 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 ✅ 𝐒𝐜𝐚𝐥𝐚𝐛𝐥𝐞 𝐦𝐨𝐝𝐞𝐥𝐬 𝐟𝐨𝐫 𝐬𝐭𝐚𝐫𝐭𝐮𝐩𝐬 𝐚𝐧𝐝 ✅ 𝐒𝐭𝐚𝐫𝐭𝐮𝐩 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 ✅ 𝐁𝐮𝐝𝐠𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 ✅ 𝐈𝐅𝐑𝐒 ✅ 𝐆𝐀𝐀𝐏 ✅ 𝐃𝐚𝐭𝐚 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 ✅ 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐑𝐞𝐩𝐨𝐫𝐭𝐬 ✅ 𝐑𝐞𝐩𝐨𝐫𝐭 𝐖𝐫𝐢𝐭𝐢𝐧𝐠 ✅ 𝐂𝐏𝐀 (𝐂𝐨𝐬𝐭 𝐏𝐞𝐫 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧) ✅ 𝐋𝐓𝐕 (𝐋𝐢𝐟𝐞𝐭𝐢𝐦𝐞 𝐕𝐚𝐥𝐮𝐞) ✅ 𝐑𝐎𝐈 (𝐑𝐞𝐭𝐮𝐫𝐧 𝐨𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭) ✅ 𝐍𝐏𝐕 (𝐍𝐞𝐭 𝐏𝐫𝐞𝐬𝐞𝐧𝐭 𝐕𝐚𝐥𝐮𝐞) ✅ 𝐒𝐭𝐚𝐭𝐢𝐬𝐭𝐢𝐜𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 ✅ 𝐐𝐮𝐚𝐧𝐭𝐢𝐭𝐚𝐭𝐢𝐯𝐞 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 ✅ 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 ✅ 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 ✅ 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 ✅ 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 ✅ 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 ✅ 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 ✅ 𝐈𝐑𝐑 (𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐥 𝐑𝐚𝐭𝐞 𝐨𝐟 𝐑𝐞𝐭𝐮𝐫𝐧) ✅ 𝐃𝐂𝐅 (𝐃𝐢𝐬𝐜𝐨𝐮𝐧𝐭𝐞𝐝 𝐂𝐚𝐬𝐡 𝐅𝐥𝐨𝐰) ✅ 𝐓𝐢𝐦𝐞-𝐖𝐞𝐢𝐠𝐡𝐭𝐞𝐝 𝐑𝐚𝐭𝐞 𝐨𝐟 𝐑𝐞𝐭𝐮𝐫𝐧 (𝐓𝐖𝐑𝐑) ✅ 𝐌𝐨𝐧𝐞𝐲-𝐖𝐞𝐢𝐠𝐡𝐭𝐞𝐝 𝐑𝐚𝐭𝐞 𝐨𝐟 𝐑𝐞𝐭𝐮𝐫𝐧 (𝐌𝐖𝐑𝐑) ✅ 𝐂𝐡𝐮𝐫𝐧 𝐑𝐚𝐭𝐞 ✅ 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 ✅ 𝐏𝐢𝐯𝐨𝐭𝐓𝐚𝐛𝐥𝐞𝐬 ✅ 𝐌𝐚𝐜𝐫𝐨𝐬 (𝐕𝐁𝐀) ✅ 𝐂𝐨𝐧𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐅𝐨𝐫𝐦𝐚𝐭𝐭𝐢𝐧𝐠 ✅ 𝐏𝐨𝐰𝐞𝐫 𝐏𝐢𝐯𝐨𝐭 ✅ 𝐏𝐨𝐰𝐞𝐫 𝐁𝐈 ✅ 𝐓𝐚𝐛𝐥𝐞𝐚𝐮 ✅ 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐏𝐢𝐭𝐜𝐡 𝐃𝐞𝐜𝐤 ✅ 𝐀𝐜𝐚𝐝𝐞𝐦𝐢𝐜 𝐖𝐫𝐢𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐏𝐚𝐩𝐞𝐫𝐬 ✅ 𝐏𝐢𝐭𝐜𝐡 𝐃𝐞𝐜𝐤 𝐃𝐞𝐬𝐢𝐠𝐧 𝐚𝐧𝐝 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 ✅ 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 𝐃𝐞𝐬𝐢𝐠𝐧 ✅ 𝐏𝐢𝐭𝐜𝐡 𝐃𝐞𝐜𝐤 ✅ 𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 ✅ 𝐒𝐚𝐥𝐞𝐬 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 ✅ 𝐏𝐫𝐢𝐜𝐢𝐧𝐠 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 ✅ 𝐑𝐚𝐭𝐢𝐨 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 ✅ 𝐃𝐞𝐫𝐢𝐯𝐚𝐭𝐢𝐯𝐞𝐬 𝐚𝐧𝐝 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 𝐓𝐫𝐚𝐝𝐢𝐧𝐠 ✅ 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐚𝐧𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐓𝐮𝐭𝐨𝐫 ✅ 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐄𝐱𝐜𝐞𝐥 𝐓𝐮𝐭𝐨𝐫 ✅ 𝐀𝐫𝐭𝐢𝐜𝐥𝐞 𝐖𝐫𝐢𝐭𝐢𝐧𝐠 𝐀𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: ✅ 𝐒𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐩𝐫𝐨𝐯𝐢𝐝𝐢𝐧𝐠 𝐭𝐮𝐭𝐨𝐫 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐢𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜𝐬, 𝐒𝐭𝐚𝐭𝐢𝐬𝐭𝐢𝐜𝐬, 𝐅𝐢𝐧𝐚𝐧𝐜𝐞, 𝐌𝐒 𝐄𝐱𝐜𝐞𝐥, 𝐆𝐨𝐨𝐠𝐥𝐞 𝐒𝐡𝐞𝐞𝐭𝐬, 𝐏𝐨𝐰𝐞𝐫𝐏𝐨𝐢𝐧𝐭, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠, 𝐏𝐨𝐰𝐞𝐫 𝐁𝐈, 𝐚𝐧𝐝 𝐓𝐚𝐛𝐥𝐞𝐚𝐮 𝐚𝐜𝐫𝐨𝐬𝐬 𝐯𝐚𝐫𝐢𝐨𝐮𝐬 𝐜𝐨𝐚𝐜𝐡𝐢𝐧𝐠 𝐢𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐨𝐯𝐞𝐫 𝟓 𝐲𝐞𝐚𝐫𝐬. ✅ 𝐇𝐞𝐥𝐩𝐞𝐝 𝐦𝐚𝐧𝐲 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 𝐚𝐧𝐝 𝐮𝐧𝐢𝐯𝐞𝐫𝐬𝐢𝐭𝐲 𝐜𝐚𝐧𝐝𝐢𝐝𝐚𝐭𝐞𝐬 𝐞𝐱𝐜𝐞𝐥 𝐢𝐧 𝐭𝐡𝐞𝐬𝐞 𝐭𝐨𝐩𝐢𝐜𝐬. ✅ 𝐂𝐚𝐫𝐞𝐞𝐫 𝐂𝐨𝐚𝐜𝐡𝐢𝐧𝐠. 𝐀𝐥𝐬𝐨, 𝐈 𝐡𝐚𝐯𝐞 𝐩𝐫𝐞𝐩𝐚𝐫𝐞𝐝 𝐧𝐮𝐦𝐞𝐫𝐨𝐮𝐬 𝐯𝐢𝐬𝐮𝐚𝐥𝐬 𝐚𝐧𝐝 𝐜𝐡𝐚𝐫𝐭𝐬 𝐟𝐨𝐫 𝐫𝐞𝐧𝐨𝐰𝐧𝐞𝐝 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐥𝐢𝐤𝐞 𝐌𝐜𝐊𝐢𝐧𝐬𝐞𝐲 & 𝐂𝐨𝐦𝐩𝐚𝐧𝐲, 𝐓𝐡𝐞 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐬𝐭, 𝐚𝐧𝐝 𝐨𝐭𝐡𝐞𝐫 𝐩𝐫𝐞𝐬𝐭𝐢𝐠𝐢𝐨𝐮𝐬 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧𝐬 𝐤𝐧𝐨𝐰𝐧 𝐟𝐨𝐫 𝐭𝐡𝐞𝐢𝐫 𝐰𝐞𝐥𝐥-𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐝 𝐚𝐧𝐝 𝐡𝐢𝐠𝐡𝐥𝐲 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐯𝐞 𝐯𝐢𝐬𝐮𝐚𝐥𝐬 𝐚𝐧𝐝 𝐠𝐫𝐚𝐩𝐡𝐢𝐜𝐬. I also run a YouTube channel where I share my expertise in financial modeling, Excel tips and tricks, Power BI insights, Tableau tutorials, and savvy business ideas. Want to achieve your financial goals? Let's chat! I offer a free consultation. Please message me to schedule a video call.🤝
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    I am a CIMA Member and Graduated from Manchester University with 7+ Years of experience in Cost Management, Budgeting, Variance Analysis, Financial Analysis and Financial Management. I currently have 12,500+ hours of work experience as a Financial Data Analyst on Upwork. Previously, i have worked as Finance Manager for a Manchester based software house and i used to report directly to the Managing Director in UK. My job role included Budgeting, Payroll, Financial Reports and Accounting. My personal qualities includes excellent communication skills, efficient team management and proficiency in various software packages including Microsoft Word, Excel, Power Point, Outlook, Google Sheets and accounting softwares like Xero and QuickBooks A fast learner and able to meet deadlines once i get started with work, i make sure to finish it on time. I give my full focus and concentration to my job. In addition to my experience and personal qualities, i have a solid educational foundation and passion for finance and accounting.
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    Overview: I am a highly skilled Data Analyst with over 4 years of experience specializing in Business Intelligence. My certifications include Datacamp's Data Scientist and Data Analyst certifications, as well as Digiskill's Business Intelligence Analyst certification. With a proven track record in the industry, I excel in ETL processes, advanced SQL, Excel, Google Sheets, Power BI, and Tableau. My expertise extends to using Excel, Power Query, and SQL for data extraction, processing, and cleaning. What I Can Do: Create Executive Dashboards that facilitate quick stakeholder understanding and automate data workflows. Develop Dashboards, Scorecards, and Executive Summaries using Power BI or Tableau. Utilize advanced nested functions in Excel and Google Sheets. Implement advanced lookups/index-match formulas. Conduct Regression Analysis and perform advanced calculations and Pivot Tables. Excel at Pivot Tables and Dashboards in Excel. Process, manipulate, and analyze large datasets. Excel in data formatting, making information visually appealing while highlighting critical data points. Prioritize simplicity for faster comprehension and ease of modification. Advanced Analysis Skills: With continuous learning, I've expanded my capabilities to include: Cost Projections Breakeven Analysis Decision Making under Uncertainties Time Series Forecasting I take pride in delivering error-free work efficiently. My goal is to establish strong, long-term relationships with my clients. I look forward to the opportunity to discuss how I can contribute to your projects.
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    • 5.0/5
    • (8 jobs)
    🥇 Power BI 🥇 Power Apps 🥇 Power Automate 🥇 PowerPages I offer comprehensive services in the Microsoft Power Platform, including Power BI, Power Apps, Power Automate, and Power Pages. With Power BI, I help businesses turn data into actionable insights through interactive dashboards and reports. Using Power Apps, I create custom applications to streamline business processes and improve efficiency. Power Automate allows me to design automated workflows that save time and reduce manual tasks, while with Power Pages, I build secure and scalable websites to enhance customer engagement and online presence. These services are designed to empower organizations by optimizing their operations and improving decision-making capabilities.🚀 💬 IF YOU ARE READY TO DISCUSS YOUR PROJECT, FEEL FREE TO REACH OUT. 🤝 I AM JUST A CLICK AWAY.
    Featured Skill Financial Plans
    Microsoft Dynamics 365
    Microsoft Dynamics ERP
    ERP Software
    Financial Planning
    Forecasting
    Financial Modeling
    Financial Management
    Business Plan
    Financial Analysis
    Finance & Accounting
    Financial Report
    Financial Projection
  • $31 hourly
    • 4.8/5
    • (28 jobs)
    Are you seeking a strategic partner to elevate your business performance, streamline operations, and achieve financial excellence? I’m a seasoned Business Consultant and Project Manager with over 15 years of experience helping global brands achieve their goals through strategic planning, advanced financial analysis, and efficient project execution. 🔍 What I Bring to the Table: ✔️ Strategic Business & Financial Consulting: As an ACCA and MBA, I specialize in delivering strategic financial solutions, advanced Excel models, and comprehensive market entry strategies that drive growth and profitability. ✔️Advanced Excel Modeling & Financial Reporting: Expertise in handling large data sets and creating detailed financial reports using modern methods and techniques that provide clear, actionable insights. ✔️ Project Management Excellence: Expertise in managing complex projects for Fortune 500 companies, ensuring on-time and within-budget delivery while aligning with business objectives. ✔️ Advanced Analytical Skills: Skilled in leveraging data-driven insights and analytical tools to optimize operations, improve decision-making, and identify growth opportunities. ✔️Business Presentations & Pitch Decks: Crafting impactful presentations with precise design and visual aids that communicate complex ideas clearly, driving maximum impact and engagement. 🌟 Core Competencies: 📈Financial Analysis & Modeling: Expert in creating advanced Excel models and utilizing analytical tools to provide actionable insights that drive financial success. 📈Business Strategy Development: Crafting tailored business strategies, including market entry plans, that align with your unique objectives and market dynamics. 📈Comprehensive Client Needs Analysis: Conducting in-depth needs assessments to identify key challenges and opportunities, delivering customized solutions that add value. 📈Project Planning & Execution: Proficient in Agile, Scrum, and Waterfall methodologies, ensuring seamless project lifecycles from initiation to completion. 📈Stakeholder & Team Leadership: Leading diverse teams and managing stakeholder relationships with a focus on collaboration, transparency, and delivering results. 🚀 Notable Achievements & Clients: 🎯Partnered with industry giants such as KPMG, Coca-Cola, Hertz, Nestle, and NetSol to deliver strategic financial insights, advanced analytical models, and effective project management solutions. 🎯Managed projects with budgets over $50m, achieving up to 37% efficiency improvements and 17% cost reductions. 🎯Delivered market entry strategies that led to successful business expansions in new regions, enhancing market share and profitability for clients. 🎯Raised Over $25M in Capital: My business presentations and pitches have helped more than 30 clients secure over $25M in funding, driving growth and scaling opportunities. 🛠 Tools & Technologies: 🔍Project Management Tools: Asana, Trello, Jira, MS Project 🔍Advanced Analytics & Financial Modeling: Excel (Advanced), Tableau, Power BI 🔍Communication & Collaboration: Slack, Zoom, Microsoft Teams 🔍CRM & ERP Systems: Salesforce, SAP, HubSpot 🔗 Why Work with Me? I combine my deep expertise in financial consulting, project management, and business strategy with a hands-on approach that delivers tangible results. My consultative style is centered on understanding your unique business challenges, offering clear and actionable guidance, and working alongside you to achieve success. With a track record of transforming business challenges into strategic opportunities, I am committed to helping you drive growth, improve efficiency, and maximize profitability. Whether it’s developing a sophisticated financial model, managing a complex project, or crafting a market entry strategy, I am here to support your business goals.
    Featured Skill Financial Plans
    Financial Reporting
    Business Writing
    Microsoft Excel
    Financial Management
    Jira
    Team Management
    Cost Accounting
    Project Budget
    Copywriting
    Presentations
    Financial Modeling
    Project Management
    Team Building
    Business Plan
    Financial Analysis
    Business Analysis
  • $100 hourly
    • 5.0/5
    • (48 jobs)
    ✅Are you struggling to drive stellar Profits, Cash flows, and Growth for your business?, Look no further, Let's build a data-driven financial system to support decision-making to scale your Business to the next level. An experienced CFO/COO/CEO with 16+ years of experience and highly recommended feedback by clients! ✅Systematic approach to add Excellent Value to your Business: ✔Implement Strategic Business & Financial Analysis to build a data-driven financial system; ✔Then a detailed report with findings & recommendations will be presented to CEO/Founders to see the weak areas, risks, Profit Potential and Growth Potential; ✔Then Implement Strategic Financial Plans to foster Short-Term, Medium-Term and Long-Term growth; ✔Then Implement Business as well as Financial KPIs(ROAS, CAC, MRR/ARR, CLV/LTV, ROI, ROE, IRR) to keep control over Business Performance and Sustainable Profit; ✔Then Creation of optimal capital and operational budgets to ensure short and long-term business Growth, Profit & Cashflows to be Sustainable; ✔Then Dynamic Dashboard that insights into your company's future outlook. ✔Then Development of groups of businesses to generate maximum returns while mitigating risks. ✔Then Crafting of optimum production and sales plans to boost profits with existing resources. ✔Then Break-even and cost-volume-profit (CVP) analysis to boost profitability. ✔Implementation the best strategies for working capital management to minimize financing costs. ✔Optimization of capital structure to reduce financing expenses and enhance returns. ✔Business analysis to identify and eliminate inefficiencies, saving your business from potential losses. ✔Business reengineering to eliminate inefficiencies and establish continuous monitoring systems. ✔Development of new standard operating procedures to add value and enhance controls. ✔Budgeted cash flow management to ensure efficient fund allocation and save up to 50% on financing costs. ✔Product costing, forecasting, budgeting, and variance analysis to minimize business expenses by 20-30%. ✔Optimal Cash Operating Cycle management to reduce financing costs by up to 50%. ✔Capital raising strategies utilizing long-term and short-term financing resources. ✔Investment appraisal using ROI, IRR, NPV, and Payback methods to drive rational decision-making for capital expenditures. ✔Investment strategies that identify and build the best business segments, projects, and products. ✔Business valuation for mergers and acquisitions to leverage economies of scope and scale. ✔Strategic business planning to propel your company to the next level. ✔Expertise in accounting, tax planning, audit, and financial management to ensure sustainable profits. ✔Financial dashboard implementation to effectively manage key financial indicators. ✔Risk management strategies for long-term business sustainability. ✔Application of IFRS and GAAPs for accurate accounting and preparation of financial statements. ✅ Served the following Industries: E-commerce, SAAS, Health Care(Clinics Network), Digital Marketing, Renewable Energy(Solar and Wind), FMCG, Blockchain, Cryptocurrency, Web3.0, Retail Business, Fashion and apparel, Real Estate, PropTech, Construction, Architecture/Interior Design Services, Artificial Intelligence, Cleaning Company, Fintech, MedTech, EdTech, Tech Startups, Logistics, Food & Beverages and Multinational Corporations with annual revenues ranging from $10 million to $1 billion, I bring a wealth of financial and operational acumen to the table. ✅Why Choose Me? ✅ An experienced CFO/COO/CEO with 16 years of Experience with the transformative power of strategic financial planning and management, your ultimate CFO partner. Elevate your business to new heights and unlock its true potential with my expertise and passion for strategic insights with strategic CFO/COO/CEO services. ✅Fundraising: Raised over $365m As a strategic CFO/COO/CEO, I have successfully raised a staggering $365 million for pre-seed to series C startups and scale-ups, propelling them toward remarkable growth and eventual exit. My track record speaks volumes about my ability to implement effective business metrics and key performance indicators (KPIs), ensuring your progress aligns with funding milestones like series A, B, and beyond. Choose me as your strategic CFO/COO/CEO, my expertise will take your business to unprecedented heights. ✅How to get work done? 1. Send me an offer(Hourly Rate/Fixed rate) to start work OR 2. Send me a direct message to discuss the scope of work OR 3. Send me an invitation to get a detailed proposal OR 4. Book 30 minutes Consultation OR 5. Buy a service from my catalog as per your business needs.
    Featured Skill Financial Plans
    Financial Disclosure
    Finance
    Financial Policies & Procedures
    Finance & Accounting
    Financial Risk
    Financial Plan
    Financial Planning
    Financial Model
    Financial Analysis & Valuation
    Financial Variance Analysis
    Financial Consulting
    Financial Management
    Financial Analysis
    Financial Modeling
    Financial Projection
  • $60 hourly
    • 4.8/5
    • (30 jobs)
    Hello, and welcome to my Upwork profile! Are you searching for a highly skilled financial modeling expert to assist you in unlocking valuable insights, optimizing decision-making, and driving financial success? Look no further! I am here to provide you with top-notch expertise in financial modeling and analysis. With extensive experience in financial modeling and analysis, I have honed my skills in creating robust and dynamic financial models that empower organizations to make informed and strategic decisions. My expertise lies in building comprehensive financial models that encompass budgeting, forecasting, valuation, scenario analysis, and more. Areas of Expertise: ● Outsourced CFO Services ● Financial Planning & Analysis (FP&A) ● Accounting and Bookkeeping ● Financial Operations ● Private Equity ● Venture Capital ● Financial Modeling ● Investor Pitch Decks ● Budget Preparation ● DCF modeling If you are seeking a dedicated financial modeling expert who can transform complex financial data into actionable insights, I am here to help. Let's collaborate to drive your business forward. Please reach out to me to discuss your project requirements or schedule a consultation. I am excited to work with you and contribute to your financial success!
    Featured Skill Financial Plans
    Light Bookkeeping
    Data Entry
    Business Valuation
    Business Plan Writing
    Financial Management
    QuickBooks Online
    Pitch Deck
    Business Plan
    Real Estate Financial Model
    Financial Model
    Bookkeeping
    Financial Modeling
    Xero
    Financial Projection
    Intuit QuickBooks
  • $10 hourly
    • 4.9/5
    • (29 jobs)
    Why hire many when you can employ only me? I can be your all-around VA I am a hard worker and self-motivated person who is very responsible for every work I undertake. I consider myself to be a quick learner, open-minded, responsible, motivated, and flexible freelancer. I have finished computer fundamentals which includes a Microsoft Office detailed course and got good performance and grades, already finished a keyboarding course too. Why Choose Me? 🌐 Virtual Assistance Expertise: As a seasoned Virtual Assistant, I thrive in managing day-to-day tasks, scheduling, and being the organizational backbone that ensures everything runs smoothly. Whether it's coordinating meetings, handling emails, or assisting with travel arrangements, I am your go-to support. 📊 Data Entry Excellence: My proficiency in data entry is unparalleled. I have a meticulous eye for detail, ensuring accuracy and efficiency in every project. From inputting large datasets to organizing information in a structured manner, I am committed to maintaining data integrity. 💻 Tech-Savvy and Adaptable: I am well-versed in utilizing various administrative tools and software. From project management tools to CRM systems, I quickly adapt to new technologies, ensuring that I can seamlessly integrate into your existing workflow. 📅 Time Management Guru: Efficiently managing time is at the core of my approach. I understand the importance of deadlines and prioritize tasks accordingly. With me on your team, you can trust that deadlines will be met without compromising on the quality of work. 🔐 Confidentiality and Professionalism: Handling sensitive information with the utmost confidentiality is non-negotiable. I adhere to the highest ethical standards and take pride in maintaining a professional and trustworthy relationship with my clients. Services Offered: 1-Virtual Assistance (Email Management, Calendar Coordination, Travel Planning) 2-Data Entry (Excel, Google Sheets, Database Management) 3-Document Formatting and Organization 4-Web Research and Information Gathering 5-Basic Bookkeeping and Invoice Management Let's Collaborate: I am committed to providing exceptional service tailored to your unique needs. If you're seeking a reliable and detail-oriented Virtual Assistant and Data Entry Expert, I'm here to help. Let's collaborate to streamline your operations and drive success. Feel free to reach out for a detailed discussion on how I can contribute to the growth and efficiency of your business. I look forward to the opportunity to work together! Regards Mahnoor H.
    Featured Skill Financial Plans
    AI-Generated Art
    AI Chatbot
    Shopify
    Amazon FBA Product Research
    HR & Business Services
    Calendar Management
    Business Operations
    Customer Support
    Project Management
    Financial Management
    Administrative Support
    Virtual Assistance
  • $10 hourly
    • 5.0/5
    • (1 job)
    I am a Certified Chartered Accountant with more than 5 years of diversified work experience. Experienced in financial reporting, group consolidations and technical knowledge of IFRS. Monthly accounts closing, reconciling receivables/payables ledgers, intercompany balances reconciliations and payroll processing are some other fields of my expertise. I have worked with multiple top management team across the construction, services, textile, banks and NGOs. You can reach me for services which includes but not limited to bookkeeping, preparation of reconciliations(bank, receivables and payables), choosing best accounting treatment as per IFRS, and compilation of balance sheet, income statement, cash flow statement, and changes in equity statements. I can also provide excel formats for calculation of monthly salary and analyzing financial statements.
    Featured Skill Financial Plans
    Data Entry
    Microsoft Word
    Bookkeeping
    Financial Reporting
    Financial Management
    Financial Accounting
    Financial Audit
    Account Reconciliation
    Bank Reconciliation
    Microsoft Excel
  • $10 hourly
    • 5.0/5
    • (1 job)
    Professional Qualiied Accountant, Expert level in Accounting, Audit, Budgeting, Taxation and Financial Management, ACCA Qualified with 10 years Experience of Manager Level; Serving Dutch Multinational Co. as Finance Manager since 26 Aug 2010; more than 97% successful completion of tasks timely and accuratly.
    Featured Skill Financial Plans
    Microsoft Excel
    Microsoft Dynamics ERP
    QuickBooks Online
    Bookkeeping
    Financial Policies & Procedures
    Cost Accounting
    Financial Planning
    Financial Management
    Writing
    Financial Accounting
    Financial Audit
    Budget Management
    Tax Return
  • $10 hourly
    • 4.5/5
    • (29 jobs)
    🏆🏆 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 🏆🏆 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 & 𝐗𝐞𝐫𝐨 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞r I understand how difficult it is to find a professional who is all about you and making your project a priority. If you are looking for a hands-on professional who is willing and able to take the weight of this project off your hands, then let’s talk. I am an Associate Chartered Accountant with expertise in Quickbooks online, Xero, Zoho, MYOB, SAP, Sage, Rei Hub, and Wave Accounting. I have added so much to my knowledge of Accounting and Finance from the experience of working with different sectors/companies around the Globe. I have the skills you’re looking for and solve all of your accounting problems. I have a vast knowledge of small business accounting as I worked with multiple small businesses in the USA, Europe, the Middle East, and Australia. I help owners with their financial accounting so that they can focus on their business. 🎁Accounting Software Expertise: - Quickbooks Versions • Quickbooks Online • Quickbooks Advanced • Quickbooks Desktop • Quickbooks Self-Employed • Quickbooks Essential - Other Accounting Software • Xero • Wave Accounting • Sage • SAP S4 Hana • Appfolio 🎁Ecommerce Stores:- • Amazon • Shopify • eBay • Etsy • Retail Stores 🎁Sectors • Real Estate • E-Commerce • Accounting Firms • Manufacturing • Construction • Power 🎁Bookkeeping Top Skills:- • Bank Reconciliation • Accounts Payables • Books Clean-up • Invoicing and Bill Payments • General Accounting • Accounts Receivable • Financial Statement Preparation • Filing Tax Return • Account Reconciliations • Categorizing of transactions • Financial Consultancy • Expense Audit • Data Entry • Credit Card Statement Reconciliation • Closing of Books Thank you for reading and consideration.
    Featured Skill Financial Plans
    Accounting Basics
    Bookkeeping
    Lead Generation Content Creation
    Real Estate Investment Assistance
    Wave Accounting
    API Integration
    Financial Management
    Xero
    Financial Analysis
    Zoho Books
    Bank Reconciliation
    Account Reconciliation
    Intuit QuickBooks
  • $20 hourly
    • 5.0/5
    • (2 jobs)
    I help startups and established businesses develop clear strategies for growth, financial management, and digital marketing. With a background in management sciences and over three years of hands-on experience, I specialize in: ✔ Digital Marketing & Campaign Optimization ✔ Growth Strategies & Financial Modeling ✔ Business Planning & Strategy Execution My approach is synergistic and dynamic—I work closely with clients to refine their business ideas, craft actionable plans, and create scalable models that align with their goals. I'd love to provide data-driven insights and wise solutions to actualize your business success. Let's turn your business vision into reality! 📩 Contact me to discuss how I can add value to your business.
    Featured Skill Financial Plans
    Financial Analysis & Valuation
    Financial Consulting
    Business Management
    Startup Consulting
    Financial Management
    Financial Planning
    Financial Analysis
    Business Analysis
    Business Plan Writing
    Business Consulting
    Financial Report
    Financial Model
    Business Planning & Strategy
    Business Plan
    Financial Plan
  • $20 hourly
    • 5.0/5
    • (12 jobs)
    As an investment banker and proficient MS Excel expert, I possess a total of six years of extensive experience handling finance and accounting tasks for various companies. My areas of specialization include financial accounting, preparation of financial statements, financial projections, and cash flows, cost and management accounting, and proficiency in a range of accounting software such as Microsoft Word, Excel, PowerPoint, Quickbooks, and Xero. Additionally, my expertise in corporate finance and decision-making, coupled with my extensive experience in maintaining account receivables and payable, and generating weekly, monthly, and year-end reports, makes me a valuable asset to any organization seeking to enhance its financial performance. I am passionate about delivering exceptional service to clients and am always willing to go above and beyond to ensure their needs are met. Should you have any inquiries or require assistance with your finance and accounting needs, please do not hesitate to contact me. It would be my pleasure to be of assistance. Thank you for considering my expertise and I look forward to the opportunity to work with you.
    Featured Skill Financial Plans
    Financial Analysis
    Financial Modeling
    Financial Management
    Ratio Analysis
    Financial Reporting
    Financial Statement
    Finance & Accounting
    Financial Writing
    Intuit QuickBooks
    Balance Sheet
    Financial Accounting
    Financial Projection
    Microsoft Excel
    Income Statement
  • $20 hourly
    • 5.0/5
    • (5 jobs)
    I am a Member of the Association of Certified Chartered Accountants. I have work as a Business and Financial Analyst for the last decade, providing various business and financial services for startups and businesses globally. I provide the following services: • Financial Model and Forecasting • Accounting & Bookkeeping • Accounting Management Reports • Budget Preparation and Analysis
    Featured Skill Financial Plans
    Financial Model
    Financial Management
    Business
    QuickBooks Online
    Bookkeeping
    Financial Analysis
    Financial Accounting
    Financial Projection
    Accounting
  • $10 hourly
    • 5.0/5
    • (3 jobs)
    ✅ Worked with over 250 clients ✅ Over 25 industries served ✅ Helped raise over $100M in accumulative funding globally 🚀 Spire Consultancy is a leading firm of professionals helping startups and established businesses with results driven investor documents with a strong focus on customer service. 🚀 Our team is composed of Strategy Consultants, Qualified CAs, Expert Writers, Market Researchers & Graphic Designers. 🎯 We bring over 30 years of cumulative experience and industry knowledge onto the table. What we offer: 🟡Investor-ready business plans 🟡Investor-grade pitch decks 🟡Grant proposals 🟡Feasibility studies 🟡Investor memorandums 🟡Financial Modelling, projections & valuations and much more. My Introduction: 🚀 My name is Muhammad Ahsan and I am the managing partner at Spire Consultancy. I am a Business Consultant by profession with a proven track record of helping clients raise over $100 million in funding. Why we are different? ⭐ Story-telling framework that captivates investors attention ⭐ We show grounded research and analysis in our documents that increases your credibility ⭐ We include visually appealing graphs and charts that sets your business apart ⭐ We can help you create compelling narrative to attract the attention of investors ⭐ We can help you craft professional investor-grade documents that makes your business stand out 🔑 Whether you're a founder looking to raise your pre-seed round or an established business looking to scale and grow, we are here to assist you secure the funds you need. Are you ready to raise capital with proper strategy and structure? Contact us right away!
    Featured Skill Financial Plans
    Financial Analysis & Valuation
    Sales Presentation
    Financial Management
    Elevator Pitch
    Strategic Planning
    Fundraising
    Financial Analysis
    Financial Projection
    Business Consulting
    Startup Consulting
    Pitch Deck
    Financial Plan
    Financial Statements Preparation
    Business Plan
    Financial Modeling
  • $15 hourly
    • 5.0/5
    • (5 jobs)
    Welcome to my Upwork profile! I'm a seasoned accounting and bookkeeping professional with 5 years of experience providing comprehensive financial services to businesses and individuals. My expertise spans various aspects of accounting, tax preparation, and financial management, with a focus on delivering accurate, timely, and value-driven solutions to clients in the UK and USA. 📊 Accounting & Bookkeeping Services As an experienced accountant, I offer various accounting and bookkeeping services tailored to meet your specific needs. My core competencies include: • Account Receivables Management • Account Payables Processing • Account Reconciliation • Financial Reporting • Staff Accountant Duties 🇬🇧 UK-Specific Services For UK-based businesses, I offer specialized services to ensure compliance with local regulations and optimize your financial operations: • UK VAT Registration • UK VAT Return & Claim repayments • Preparation and Submission of Corporation Tax 🇺🇸 USA Tax Preparation Services For US-based clients, I offer comprehensive tax preparation services for both individuals and companies: • Individual Tax Returns (Form 1040) • Partnership Tax Returns (Form 1065) • Corporate Tax Returns (Form 1120) • Foreign-Owned US Corporation Information Return (Form 5472) 💼 Tax Preparer Expertise As a qualified tax preparer, I stay up-to-date with the latest tax laws and regulations in both the UK and the USA. This ensures that your tax returns are accurate and optimized to minimize your tax liability within legal boundaries. 🖥️ Software Proficiency I am well-versed in using industry-leading accounting software to streamline your financial processes: • QuickBooks Online: I leverage the power of QuickBooks Online to manage your books, generate reports, and provide real-time financial insights. • Sage: I utilize Sage accounting software to handle complex financial tasks, from basic bookkeeping to advanced financial management. • Xero: I am proficient in Xero, offering cloud-based accounting solutions that enhance collaboration and provide anytime, anywhere access to your financial data. Why Choose Me? • Expertise with Experience and Professional Qualification • Attention to Detail • Timely Delivery Other Benifits: • Clear Communication: I believe in maintaining open lines of communication, keeping you informed throughout the process and explaining complex financial concepts in easy-to-understand terms. • Continuous Learning: I am committed to staying updated with the latest accounting standards, tax laws, and software developments to provide you with the best possible service. • Client-Centric Approach: Your financial success is my priority. I tailor my services to meet your specific needs and goals, providing personalized solutions that drive your business forward. Whether you're a small business owner looking to streamline your bookkeeping, a growing company in need of comprehensive accounting services, or an individual seeking expert tax preparation, I'm here to help. My diverse skill set and experience in both UK and USA financial systems make me a versatile choice for clients on both sides of the Atlantic. Let's work together to optimize your financial processes, ensure compliance, and drive your financial success. Contact me today to discuss how I can support your accounting and tax preparation needs. I look forward to the opportunity to contribute to your financial well-being and help you achieve your goals. 🔑 Highlighted Skills: Accounting & Bookkeeping, Account Receivables, Account Payables, Account Reconciliation, Financial Reporting, Staff Accountant, UK VAT Registration, UK VAT Return, Annual Companies Accounts, CT600, Corporation Tax, USA Tax Preparation, Form 1040, Form 1065, Form 1120, Form 5472, Tax Preparer, QuickBooks Online, Sage, Xero, Financial Analysis, Cash Flow Management, Budgeting, Forecasting, Payroll Processing, Tax Planning, Financial Statement Preparation, Audit Support, Cost Accounting, Inventory Management
    Featured Skill Financial Plans
    Financial Projection
    Financial Management
    Financial Model
    Accounting Report
    Accounts Receivable
    Accounts Payable
    Accounting Advisory
    Account Management
    Company Registration
    Business Analysis
    Bookkeeping
    Account Reconciliation
    Tax Return
    Tax Preparation
    Tax Accounting
  • $20 hourly
    • 5.0/5
    • (3 jobs)
    I am a seasoned Odoo Functional Consultant, implementing, optimizing, and streamlining ERP systems like Odoo, Oracle, and PeopleSoft. I specialize in delivering tailored ERP solutions that address complex business needs, including financial management, system integration, and process automation. Facilitating seamless third-party integrations.Passionate about process optimization, I help businesses leverage scalable and efficient ERP solutions to improve productivity and profitability.
    Featured Skill Financial Plans
    HR System Management
    Procurement
    Financial Management
    Odoo Development
    Solution Architecture
    Odoo Administration
    ERP Software
    Manufacturing
    Accounting
    CRM Automation
    Supply Chain Management
    Implementation
    Enterprise Resource Planning
  • $15 hourly
    • 5.0/5
    • (1 job)
    Hi, I am Farhan a Multi-specialty virtual assistant in the Medical Field, with 4+ years of experience in the US healthcare system, Performing various duties as Medical Biller and Virtual assistant in the RCM cycle, from patient scheduling and reminders to Financial reports: -Certified Medical Coder -HIPPA compliant billing -Account Receivable specialist -Medical research writer, QA • Patient demographic entry • Charge Entry in billing software • Eligibility verification with payers • Claim submission to payers • Primary, Secondary and tertiary payers claim to process. • Denial Management, Emails, and calls handling * Insurance and eligibility verification • Account Receivable follow up • Payment posting and adjustment management • Patient billing for patient’s responsibility • Customized financial reports. • Scheduling calendar Benefited from previous medical experience, I have profound knowledge of medical terminology, human anatomy and physiology, diagnostics, and pharmacology across a broad range of medical practice areas. I have a working knowledge of compliance regulations HIPAA and PHI requirements, as well as have a complete understanding of Managed care contracts, MCO, Medicare, Medicaid, and other commercial insurances. Furthermore, I have complete knowledge and expertise in Electronic Medical Record (EMR) software, Optum 360 Encoder, Citrix & RDP’s, NextGen, Cerner, Practice Fusion, Ms. Office, Ms. Excel. Medical Billing : I have Medical Billing experience for more than four years. During these 4 years, i have worked on many specialties. I do know the complete RCM flow, i have been doing charge entry, payments posting, and AR follow-up. Have worked as Team Leader in different organizations. I have a working knowledge of Charge entry, claims submission, working on rejections, Benefits verification, ERAs/EOBs posting, Insurance Call for doing a follow-up on unpaid claims/denial management, and getting referral information using different resources. In addition to these, i can also handle patient calls; by this provider, the office can focus more on their patients' care. Expertise: #Account receivables, #Collection management , #Outpatient and inpatient Billing a) Medical Billing Services includes the following:- - To check Eligibility and verification of patient’s health benefits from insurance carrier’s website and through Phone. - Create appointments on scheduler while receiving patient calls - Full patient demographics and charge entry - Insurance claims submission (primary, secondary or tertiary) - Accounts receivable analysis with corrective and preventive actions and decision making for Collections - Strong claims follow up on denials from insurances like Workers Comp, Medicare, Medicaid, BCBS Semi-Government, Managed care and Commercial Insurances (Aetna, BCBS, Cigna, UHC, Oxford etc...) - Patient billing inquiries as per received information from provider office - To check claim status from insurance, websites, auto-response unit, and via live calls. - To make on-call appeals for reprocessing of incorrectly processed claims based on billing knowledge - Daily, Monthly, and annual AR Financial reports preparation - Custom reports where required - Patient billing as per instructions - Credentialing guidelines - Consulting/Training - Superbill review - Appeals (c). Specialties Anesthesiology Cardiology Chiropractic Dermatology Emergency Medicine Endocrinology Family Practice Gastroenterology General surgery Geriatrics Gynecology and obstetrics Internal Medicine Pneumology Orthopedic Otolaryngology Pathology Pediatrics Physical Medicine and Rehabilitation Physical Therapist Psychiatry Neurology Radiology Radiotherapy Rheumatology Urology
    Featured Skill Financial Plans
    Virtual Assistance
    Financial Management
    Financial Audit
    Financial Reporting
    Scheduling
    Payment Processing
    Insurance Claim Submission
    Medical Writing
    Medical Billing & Coding
    Medical Billing
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