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Hire the best Financial Planners in Chicago, IL

Check out Financial Planners in Chicago, IL with the skills you need for your next job.
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  • $45 hourly

    • 4.9/5
    • (45 jobs)
    Much of my recent experience has been in accounting and financial management. I worked since 2014 with QuickBooks online and would welcome any opportunity to modernize your company’s accounting and the budget. I am a highly organized individual and a very practical thinker who can work in a highly methodical manner or ideate to find nontraditional solutions and I can match those skill sets appropriately to the task at hand. I have a somewhat untraditional background, having been educated both in Europe and the United States, however, I believe that this upbringing allows for value-added advantages in the workplace. I speak five languages and am presently refreshing my Italian. In addition, having worked and flourished in multiple cultures has taught me how to build strong relationships with diverse personalities both within and outside of an organization.
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    Organizational Structure
    Financial Reporting
    Financial Management
    QuickBooks Online
    Financial Report
    Chart of Accounts
    GAAP
  • $55 hourly

    • 5.0/5
    • (5 jobs)
    I possess nearly a decade of extensive experience in the finance world - ranging from private equity to M&A and venture capital. I also have plenty of experience in the more traditional corporate FP&A setting. My experience includes working at several banks and publicly traded Fortune 250 companies such as BMO, Discover Financial Services, and the Federal Reserve. I currently work as a Finance Director for a mid-sized PE-backed company, responsible for modeling out the entire company's financials for our budgeting and forecasting. I specialize in the following: - Financial modeling - FP&A - LBO and acquisition modeling - Budgeting & forecasting - Variance and trend analysis - Debt modeling - Mergers & acquisitions - Three-statement modeling and analysis - Cash flow forecasting - Profitability analysis - Personal budgeting - Case studies My experience also allows me to offer services in the areas of interview prep and resume review. I have been on the interview panel of several hires, and have personally hired multiple analysts to work under me. If you have any questions, please do not hesitate to reach out and I'll be happy to talk!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Microsoft PowerPoint
    Financial Presentation
    Financial Management
    Financial Accounting
    Automation
    Cash Flow Analysis
    Private Equity
    Cost Variance Analysis
    Financial Variance Analysis
    Budget Planning
    Personal Budgeting
    Budgeting & Forecasting Software
    Microsoft Excel
    Forecasting
    Financial Modeling
  • $60 hourly

    • 5.0/5
    • (2 jobs)
    Matt, a highly skilled and driven professional with a background in Construction Management and Finance, offers a versatile skill set and a strong work ethic that make him an ideal fit for freelancing opportunities. With a solid foundation in construction methods, project management, and financial expertise, Matt is well-equipped to excel in various freelance roles. Some key highlights of their qualifications include: - Proficiency in AutoCAD, Revit Design, CAD software, Bluebeam, and Microsoft Suite. - Extensive experience in project management and leadership, evident from his role as an Assistant Project Manager at Executive Construction Inc. - Excellent communication skills, honed through coursework projects and presentations such as a Senior Design project for Good City Brewing and an Architectural Design project for the MKE REC Community Center. - Strong problem-solving abilities, demonstrated through the successful completion of complex engineering projects and years in the Construction Industry. - A proven track record in hockey through Men's NCAA DIII, Team USA, and Professional. With his unique combination of technical expertise, project management skills, and a passion for getting better, Matt is poised to excel in freelancing roles across various domains, including construction consulting, project management, CAD design, and financial analysis.
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    AI Model Integration
    BIM Coordination
    Financial Management
    Time Management
    Team Alignment
    Communication Skills
    Organizational Plan
    Calculus
    ChatGPT
    Bluebeam Revu
    Autodesk
    Problem Solving
    Finance & Accounting
    Microsoft Excel
    Microsoft Project
  • $150 hourly

    • 4.8/5
    • (428 jobs)
    I develop sophisticated accounting solutions for clients seeking to streamline their financial processes. I emphasize bringing to emerging and mid-size market players the financial knowledge, skills and perspectives gained over a 35+ year career serving clients ranging from sole proprietors through Fortune 500 corporations. Particularly in regards to reporting obligations of pre-revenue startups, I explain how and why the wealth of misinformation found on the Internet serves to distort the accurate reporting required of these entities once they do launch. I have achieved a strong following (based principally on client referrals) in the provision of accounting and financial management advice and support to foreign nationals from dozens of countries who have or are considering entry into the U.S. marketplace.
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    Tax Strategy
    Business Writing
    Bookkeeping
    Financial Management
    Tax Theory
    Property Tax
    Amazon FBA
    Financial Accounting
    Financial Audit
    Tax Preparation
    Tax Accounting
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    I'm a well rounded construction professional. I've worked in every position and am well suited to identify areas to improve process, gain efficiencies and save time and money. I love Construction Technology and the industry as a whole. I am great a process refinement and improvement. I can do any office position, management, cover leaves. I have a very wide range of experience! I'm a little burnt out and that is why I am here. I am taking a little break but still want to feel connected and get a few dollars :) Rate will be adjusted according to project.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Employee Onboarding
    Implementation
    Financial Audit
    Bank Reconciliation
    Policy Development
    Process Improvement
    Financial Management
    Financial Policies & Procedures
    Accounting Software
    Project Management
    Project Management Software
    Project Accounting
    Construction Management
    Construction Management Software
  • $60 hourly

    • 0.0/5
    • (0 jobs)
    I am a seasoned financial professional with >10 years of experience in various accounting and finance roles at Fortune 500 companies. After ~5 years in public and corporate accounting, I spent ~3 years working in sell-side equity research at a Wall Street investment bank and carried that experience into the Corporate Development space. I now have 5 years of experience in M&A analysis, transaction development, project finance analysis, VC investment analysis at F500 companies. I am skilled in financial statement analysis and modeling, valuation analysis, pitchbook / pitch deck creation, corporate investment recommendations, and performing market analysis studies across various industries.
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    Data Cleaning
    Data Entry
    Microsoft PowerPoint
    Startup Pitchbook
    Pitchbook
    Pitch Deck
    Accounting
    Financial Management
    Stock Market
    Valuation
    Financial Modeling
    Market Analysis
    Mergers & Acquisitions
  • $50 hourly

    • 5.0/5
    • (25 jobs)
    Rex is an expert in financial modeling and analysis, with over 10 years of management consulting experience in finance, supply chain & operations projects with Fortune 500 clients. He is proficient in translating business strategy into action by modeling financial and operational plans around key performance drivers. Rex is skilled in guiding clients enhance their business performance, including startup and growing companies looking to secure their market as they near the next stage. Rex is adept in enhancing value to both internal and external customers by increasing current efficiency and effectiveness levels through: • Process simplification • Budgeting, planning and forecasting • Finance and operating model transformation • Designing cost management systems and financial controls • Enhancing performance management and reporting frameworks • Identifying growth opportunities and developing strategic plans • Navigating regulatory compliance
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    Content Writing
    Financial Projection
    Financial Reporting
    Pro Forma Statement
    Process Flow Diagram
    Data Analysis
    Process Improvement
    Financial Management
    Business Process Modeling
    Microsoft Office
    Business Consulting
    Management Consulting
    Business Plan
    Financial Analysis
  • $30 hourly

    • 0.0/5
    • (0 jobs)
    Athok Gai is an enthusiastic, problem solver specializing in project and program management with the versatility to work in various industries. Demonstrating exceptional organizational and analytical skills, Athok applies over 10 years of job experience to new professional challenges with a growth and success-oriented mind. Consistently recognized as an assertive communicator, Athok maintains a 95% satisfaction rate among cross-functional teams. Athok regularly takes ownership of complex projects, exhibiting a collaborative leadership style that fosters teamwork and produces superlative results. She adapts quickly and seamlessly to new challenges and is committed to ongoing professional development. Athok Gai is a diligent, forward-thinking, and adaptable individual that will leave a profound impact.
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    Salesforce
    Operations Management Software
    Operational Planning
    Financial Management
    Bookkeeping
    Financial Analysis
    Data Analysis
    Jira
    Microsoft Word
    Microsoft Excel
    Microsoft Project
    Project Management
    Data Entry
    Virtual Assistance
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