Hire the best Financial Plans professionals

Check out Financial Plans professionals with the skills you need for your next job.
Clients rate Financial Plans professionals
Rating is 4.8 out of 5.
4.8/5
based on 1,793 client reviews
  • $125 hourly
    Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out some of my models in the Portfolio section of my profile. I am very personable and want to learn how I can be of assistance to you! ◊ Service Offerings ◊ Financial Modeling: • Integrated/Three Statements Enterprise Planning • Capitalization Table • Taxation • Reporting • Debt Management • Personal Finance Valuation: • Monte Carlo Simulation • Discounted Cash Flow Analysis • Abnormal Earnings/Residual Income Management & Decision-making Tools: • Business Process Automation • Pricing • Form Automation • Dashboards & Performance Measurement • Data Visualization • Optimization • Decision Tree • Scheduling
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Planning
    Corporate Finance
    Business Analysis
    Venture Capital Consulting
    Company Valuation
    Financial Reporting
    Financial Modeling
    Visual Basic
    Business Valuation
    Financial Analysis
    Data Visualization
    Cash Flow Analysis
    Financial Projection
    Microsoft Excel
  • $10 hourly
    🚀 Elevate Your Business with Expert Virtual Bookkeeping Services! Welcome to our team of highly skilled virtual bookkeepers, boasting over 7 years of in-depth experience across diverse industries. With a strong focus on e-commerce and small to mid-sized businesses, we provide a suite of comprehensive financial services designed to streamline operations and enhance financial clarity. What We Offer: 📊 Full-Spectrum Bookkeeping Services: From daily transactions to monthly and yearly reconciliations, we handle it all with precision and efficiency. 🛒 Specialized E-commerce Solutions: Expert handling of transactions across platforms like Amazon, Shopify, and more. 🧾 Advanced Payroll Processing & Management: Ensuring your payroll needs are met timely and accurately. 💸 Accounts Payable & Receivable Management: Optimizing your cash flows and maintaining healthy business finances. 📈 Financial Reporting & Analysis: Transforming data into actionable insights to aid in strategic decision-making. Why Choose Us? 🌐 Certified Expertise: Proudly certified in Xero and QuickBooks Online, our team is equipped with the knowledge to handle complex accounting tasks seamlessly. 🔧 Customized Service: We adapt our services to fit your unique business needs, providing personalized attention to every detail. 🏆 Proven Track Record: Endorsed by clients like James Marshal and others for our reliability, precision, and exceptional service quality. 👥 Team Strength: Our 10-member team, including two experienced team leaders, is your dedicated partner in financial management. Client Testimonials: James Marshal (Europe): "Elmee and her team consistently deliver high-quality work, demonstrating their ability to handle time-pressured issues with professionalism and ease. Highly recommended for their reliable and accurate services." Australian Client: "Professional and organized, Elmee's team instantly understood my requirements and exceeded my expectations. Their proactive approach and effective communication make them invaluable." 📞 Ready to Optimize Your Financial Processes? Let us help you achieve financial clarity and efficiency. Contact us today to discover how our expert team can support your business's growth and success.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Microsoft Word
    Accounts Payable Management
    Accounts Receivable Management
    Xero
    Customer Support
    Financial Analysis
    Financial Planning
    Intuit QuickBooks
    Financial Accounting
    Accounting
    Bookkeeping
    Accounting Software
    Bank Reconciliation
    Microsoft Excel
  • $250 hourly
    I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance to help you achieve financial success. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Investment Research
    Certified Financial Planner
    Financial Planning
    Financial Analysis
  • $180 hourly
    I love working on international projects and consulting beautiful minds. Expertise & Education: - CFO (+5 years) - Mergers & Acquisitions (+8 years) - Venture Capital Expert (+10 years) - Entrepreneure & Founder (+10 years) - PhD in International Tax Law in Germany (2017) - Studied Law and Economics in Germany, Australia and Spain (207-2013) Work Experience: - M&A consulting on national and international projects (incl. Market Research, Due Diligence, Company Evaluation and Share/Asset Purchase Agreement) - Venture Capital consulting on national and international projects (incl. Scouting and Profiling of Startups, Due Diligence, Financial Modeling and Shareholder/Investment Agreement) - Interim CFO of eCommerce and FinTech Startups (+50 FTE and +6M€ revenue) - Managing Director of Holding and Operational Companies in Germany - Tax consulting on international restructuring and tax optimization projects
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Planning
    Contract Law
    Startup Consulting
    Corporate Finance
    Venture Capital Consulting
    Mergers & Acquisitions
    Legal Entity Structuring
  • $100 hourly
    I'm a Certified Public Accountant - CPA (Licensed in North Carolina and South Carolina) and Chartered Financial Consultant® with experience in accounting, accounting system implementation/migration as a Project Management Professional (PMP), taxation, budgeting, not-for-profits, and financial planning. I am also a Certified QuickBooks ProAdvisor and Certified Xero Advisor, and have completed the AICPA's Not-for-Profit Certificate II. I have specific experience in developing budgets for nonprofits, tracking budgets, monthly, quarterly and annual financial reporting to the board of directors and other stakeholders, and more. I am knowledgeable in SAP, Abila MIP, QuickBooks, Xero, Wave, and Zoho accounting software and am able to learn new technologies quickly. I also have experience in the preparation and review of 990 tax returns for nonprofit tax returns, and have been successful in finding areas for correction where errors were previously overlooked. I have experience with personal and other corporate returns as well.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Project Management Professional
    Nonprofit Organization
    CPA
    Personal Budgeting
    Financial Planning
    Intuit QuickBooks
    General Ledger
    Tax Preparation
  • $60 hourly
    ✅Dynamic CEO, ✅MBA, ✅Master in Finances, ✅Senior Business Developer, ✅KPI Tracker, ✅Dashboard & Google Sheets Pro, ✅Financial Modeling, ✅Valuation Expert. ✅ Venture Capital With a proven track record in financial advisory and business strategy, I specialize in guiding global enterprises towards sustainable growth. My expertise encompasses developing precise financial models and strategic business plans tailored to diverse industries, including Venture Capital, Oil & Gas, Health tech, Services, Wealth management, and SaaS. As the Head of Investments at a Venture Capital fund focusing on the Media and Entertainment sector, I spearhead the development of robust business models, meticulously assessing and valuing investment opportunities. My role involves analyzing assets such as films, series, video games, and E-Sports, along with modeling both equity and debt funds. My expertise bridges the creative realm with financial rigor, ensuring well-informed investment decisions that drive profitability and innovation. Specifically, I have led the development of business models for various video game ventures, from sub-publishing to game development. Moreover, my specialization in financial modeling and business valuation, utilizing methods such as DCF and EBITDA multiples, enables me to provide invaluable insights for informed decision making. I excel in conducting comprehensive due diligence, adeptly understanding business drivers, costs, and improvement opportunities. Why Partner with Me? ▪️ Strategic Business Development: Equipped to drive transformative results, I alleviate operational burdens, empowering organizations to focus on strategic priorities. ▪️ Unleashing Potential: With a discerning eye for optimization, I excel in uncovering untapped opportunities and maximizing profitability. ▪️ Entrepreneurial Insight: Leveraging extensive entrepreneurial experience, I possess a versatile skill set crucial for navigating modern business complexities. ▪️ Data-Driven Decision Making: Specializing in crafting bespoke business models and analytical tools, I empower informed decision-making and drive accelerated growth. Areas of Expertise: ▪️ Financial Modeling & Forecasting ▪️ Startup Consulting & Business Planning ▪️ Annual Budgeting & Reporting ▪️ KPI Tracking & Performance Dashboard Creation ▪️ Product Costing & Financial Ratio Analysis ▪️ Executive Strategy & Corporate Planning ▪️ Data Automation & Analysis Experience a) Social Media Agency Business Plan - Miami, USA Develop a comprehensive business plan and implemented a sales commission system to incentivize performance and drive revenue growth. b) Car Import Business Plan - Mozambique Assisted a car company in crafting a detailed business plan for importing cars from Japan to Mozambique. c) Argentine Product Importation - Los Angeles, USA Successfully facilitated the import of Argentine products to the United States, establishing partnerships with key stakeholders in Los Angeles. d) Cryptocurrency ATM Rental System - Chicago, USA Designed and implemented an innovative ATM machine rental system model tailored for cryptocurrencies in Chicago. e) Profit Coach and Business Analyst - Australia Served as a Profit Coach and Business Analyst at a prestigious consulting firm in Australia, collaborating with the founders to optimize processes and improve efficiency. f) Agricultural Lending Business Advisory - Brisbane, Australia Provided strategic guidance to an agricultural lending business, focusing on strategic growth and financial management across various business units. g) Wealth Consulting Firm Advisory - Canada Collaborated with a wealth consulting firm in Canada to develop tools and spreadsheets for clients, offering personalized advice on personal wealth management and business strategies. h) Crypto Mining & Oil Gas Model - El Paso, USA Designed a specialized business model combining crypto mining and oil & gas exploration for a prominent company in El Paso. i) Call Center Business Process Improvement - Global Guided a business agency through process optimization initiatives to drive scalable growth and operational efficiency. j) Health Tech Business Plan - Boston Developed a comprehensive business plan for a Health tech company, introducing new revenue streams and strategic initiatives to raise funds. k) SaaS Company Financial Director - Spain Served as CFO, overseeing financial operations and driving strategic initiatives to elevate the company's performance. Leveraged technology for data automation and real-time analysis to optimize resource allocation, enhance capital efficiency, and maximize profitability across business units. If you're ready to propel your business to new heights, let's foster a dynamic collaboration. Committed to cultivating long-term partnerships and customizing my expertise to align with your unique needs, I eagerly await the opportunity to work together. Thank you for considering my application.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Development
    Corporate Strategy
    Budget Management
    Forecasting
    Valuation
    KPI Metric Development
    Dashboard
    Microsoft Excel
    Google Sheets
    Financial Report
    Financial Planning
    Financial Modeling
    Finance
    Business Modeling
    Business Plan
    Finance & Accounting
    Startup Consulting
  • $120 hourly
    I’m happy to help with any needs relating to: - Financial modeling - Power BI & Power Query - ROI, IRR, NPV analysis - Monthly/Weekly cost tracking - Large data manipulation - Financial Systems Implementation - FP&A best practices
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Analytical Presentation
    Financial Planning
    SAP Analysis
    Tableau
    Power Query
    Microsoft Power BI
  • $40 hourly
    Having certifications from the two largest Accounting Bodies of the world (AICPA, US - licensure pending, and ICAI, India), the professional is a young, energetic and aspiring service provider proficient in US GAAP, IFRS, and IFRS-based Accounting Standards. He has 5 years of experience in Financial Planning, Financial Controlling, Financial Management and Analysis, Financial Reporting, Taxation (US, India, International) and Management Accounting. He is currently serving a Netherlands-based HR start-up as its Fractional CFO, as well as a UK-based luxury fashion startup as its Head of Finance. What can you expect? -Immediate replies to questions and queries: available 10 hours a day (mainly UTC hours), Monday to Saturday -Accurate and cost-effective Strategic Financial Management, Financial Analysis, Accounting, Tax Planning and Preparation, and Financial Assignments (Financial Forecasts, Financial Modeling, Project Reports, and Investment Analysis) -Compliance with the Industry Best Practices, with an aim to customize the Financial Reports as per the Business (The professional has worked with clients belonging to varied industries-HR, Construction, Automobile Retail, IT Outsourcing, FinTech, Consumer Goods Manufacturing, Retail, and Financial Services Industries) -Availability post completion of the project: You may contact the professional any time even after the completion of the project for any queries or assistance. The professional hopes to create a long-term business relationship with you, helping you with anything and everything connected to Finance, Financial Accounting and Management Accounting.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Planning
    US Taxation
    Financial Reporting
    International Taxation
    Bookkeeping
    Article Writing
    Cost Accounting
    Private Equity
    Financial Accounting
    Financial Audit
  • $65 hourly
    Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Accounting Principles & Practices
    Google Sheets
    Financial Analysis
    Corporate Finance
    Management Consulting
    Financial Planning
    Financial Modeling
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • $90 hourly
    ✔ Microsoft Certified Power Bi Data Analyst ✔ Advanced Revenue Manager for Hotels and Short Term Rentals ✔ Advanced Financial Modeller ( Expertise in Hospitality and Real Estate) ✔ Upwork Top Rated Plus Badge in less than 6 months ✔ ACCA - Chartered Accountant (75% completed) ✔ IFRS & Management Accounting Certification I'm a Microsoft Certified Power BI Data Analyst with over 8 years of experience in Finance, Accounting, and Data Analysis, primarily focused on the hospitality industry. I am an expert in: -Building Revenue Management and Pricing tools for Hotels and short term rentals. -Power BI and MS Excel for data analysis. -Advanced financial modeling, particularly in the hospitality and real estate sectors. -Financial reporting following IFRS standards. -Management accounting, including cost techniques, performance measurement, and decision making. -Revenue management strategies to maximize profits. -Providing ad hoc reporting tailored to your specific needs. Whether you need data-driven insights or want to enhance your decision-making, I can help you achieve success through data analysis. Your journey to data-driven decision-making starts here.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Analysis
    Data Analysis
    Microsoft Power BI Data Visualization
    Microsoft Power BI
    Revenue Management
    Management Accounting
    Business Intelligence
    Financial Reporting
    Financial Modeling
    CPA
    Financial Planning
    Microsoft Excel
  • $50 hourly
    I am a seasoned specialist, focusing on crafting customized financial models tailored to each client's unique needs and objectives. I have successfully served both well-established companies and startups, delivering solutions that have facilitated investor funding and/or driven informed decision-making. Over the years, I have honed my skills working with companies across a myriad of sectors, with a particular emphasis on e-commerce and SaaS. My modeling techniques include advanced cohort modeling, scenario and sensitivity analysis, enabling me to provide optimal solutions. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐎𝐟𝐟𝐞𝐫𝐞𝐝: ✅  Tailored Financial Models: I design detailed multi-year forecasting models in tune with your business's distinct needs, regardless of the sector you are in! ✅  Long-term Support: Beyond project completion, I offer enduring support ensuring the models continue to meet your business needs. ✅  Seamless Integration: with QuickBooks or Xero for near real-time financial outlook updates. 𝐃𝐢𝐯𝐞𝐫𝐬𝐞 𝐒𝐞𝐜𝐭𝐨𝐫 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: My expertise extends across a vast array of sectors, from traditional to more unique domains including macadamia nut farming in South Africa, a cement factory in Saudi Arabia, sheep farming in UAE, to hardware-as-a-service companies.  Your success is pivotal, and I am here to provide the financial insight that propels your business forward. My approach is grounded in understanding your business intricately, ensuring the financial models I design are a true reflection of your business dynamics, aiding in effective decision-making and strategic planning.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Valuation
    Forecasting
    Startup Company
    Financial Analysis
    Financial Analysis & Valuation
    Startup Consulting
    Cash Flow Modeling
    Cash Flow Analysis
    Business Modeling
    Financial Modeling
    Financial Planning
    Company Valuation
    Pro Forma Statement
    Financial Report
  • $60 hourly
    I have a strong and proven track record of doing DATA ANALYSIS, STATISTICAL ANALYSIS, DATA MANIPULATION, DATA VISUALIZATION, SURVEY ANALYSIS, LIFE TIME VALUE (LTV) CALCULATIONS AND FORECASTING FUTURE OUTCOMES. I have expertise in tools like Stata, R, R shiny, Excel, Google Data Studio, Microsoft Power BI, Tableau, SPSS, VBA and Google Analytics. Proficient in doing analysis related to Life Time Value (LTV), Customer Retention Rate, Event Study and Probabilistic modeling to predict future outcomes. I have worked entire data analysis lifecycle from the data mining, listing, questionnaire design, field strategy, data gathering, cleaning, analysis to reporting. Moreover, I assisted economists and public policy experts based at HARVARD UNIVERSITY, PRINCETON UNIVERSITY and LONDON SCHOOL OF ECONOMICS. I have the experience, confidence, demeanour and desire to be in a position where I can manage development solutions. I have a thorough understanding of econometrics, statistics, actuarial science and finance. Moreover, how the Regression and economic analysis could be used to interoperate the data meaningfully. Able to work on own initiative and as part of a team. First-class analytical, design and problem-solving skills. Well-versed in current and new finance/statistical methodologies. Hassan Murtza Khan is the founder and Executive Director of ODA(Optimize Data Analytics). I believe that in order to understand data, you need to be able to see what it looks like.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Econometrics
    Stata
    Data Science
    R Shiny
    Data Analysis
    Statistics
    Financial Projection
    Statistical Analysis
    Quantitative Research
    Microsoft Power BI Data Visualization
    Data Visualization
    Presentations
    Microsoft Excel
    R
  • $135 hourly
    I am a former Finance Manager (14 Years) who has created P&L Models for Fortune 500 and start-up companies, forecasted sales for GSK Consumer more accurately than the Walmart dedicated sales team, and analyzed cost variances on over $300M in annual purchases. I've created forecast models for one of the world's largest nonprofits to help make informed decisions. I am also an Excel Macro Guru (VBA & TypeScript) (20+ years). I love data analysis I have a passion for making things "just work" whether it is beautiful executive dashboards or automating time-consuming/error-prone processes. - A business and finance manager/analyst that can program - hard to find someone who does both sides exceptionally. I build Executive Dashboards so CEOs can quickly understand and can automate the entire data stream. - Expert in automating QuickBooks output to Excel Pivot Tables and Dashboards - Dashboards, Scorecards, and Executive Summaries - Automation: Using VBA macros, Power Query, Pivot Tables, and advanced lookups/formulas - Simplifying Advanced calculations and Pivot Tables. - Nielsen reporting and analysis (GPG/OTC/Consumer Healthcare/Seafood/Meat/Snacks & More) - Financial Reporting/analysis. - Processing, manipulating, and analyzing large sets of data. - Breaking/Removing passwords on sheets - Any password, Any version of Excel. - Formatting: Making things look good while guiding the user to the important data points. - Optimizing files for size and speed - Taking files from 5 Minutes to under 1 second calc time. - Using the simplest solution possible - make it faster, easier to understand, and easier to modify if needed. - Almost anything else: If you can dream it, I can do it. Recently quoted in Forbes Magazine in an article on Akkio’s Conversational AI. Excel Certifications (LinkedIn) · Cert Prep: Excel Microsoft Office Expert (77-728) · Cert Prep: Excel Microsoft Office Specialist (77-727) · Master Excel · Excel Power Query Get Transform · Excel: Advanced Formulas and Functions · Excel: Advanced Formatting Techniques · Excel: Managing and Analyzing Data · Excel: Pivot Tables in Depth · Creating Interactive Dashboards in Excel · Excel Business Intelligence: Power Query · Excel Business Intelligence: Data Modeling 101 · Excel Business Intelligence: Power Pivot and DAX Past projects include: Automation: I have programmed Access and Excel applications and automated many processes: - Pulling Nielsen NITRO data through Excel can take a long time; open files, refresh data, save, close, repeat. I wrote a VBA macro for running entire directories - push 1 button, and you can literally walk away - dozens (or even hundreds) of reports update to the latest data with no intervention. - I wrote a UPC utility in VBA for adding/stripping UPC digits that is in use over a decade later at a $37B drug company - One morning, I was given the task of comparing 12 sets of sheets from 2 separate sources, the person who used to do it took 3 days spot-checking the files, by hand. Before lunch, I had written, tested, and debugged VBA code that compares any 2 Excel sheets and had compared every single cell, on all 12 sets, for any differences - color-coded by how large the variance. Models/Analysis: I have created dozens of financial models in Excel, examples include: - The full P&L forecasting model that has been used by Star-Kist since 2008 ($900M+ in sales) - 152 Sheets, 3.7M formulas, Calculates in 15 seconds - Building from bottom-up and allocating OH costs down to the SKU and Channel for every P&L line item. - Fish cost forecasting model that takes projected fish costs and forecasts amortization down to finished goods SKU level by month. - Build/Burn analysis model that takes all products shipped vs Nielsen and retailer POS to project inventory movement by customer. - Weekly retail (POS) consumption application and analytical tools that consolidated Nielsen Data, Walmart (when Walmart was not reporting into Nielsen) Club, C-Store, Dollar store, etc, and gave a 98%+ complete view of all consumption. Formatting Charts and Data: I have created scorecards and dashboards that not only look nice but convey important information in the most understandable way. For example, New Item Scorecards that are color-coordinated with the products - Blue Themed for Wild Planet Tuna, Green/Black themed for Wild Selections Tuna, so users can quickly find the correct report in a stack of dozens of reports and each chart in the report is displayed in the best format for that data. Optimizing: I also optimize Excel files for speed and size and have taken files in the 5MB range and reduced to 0.5MB range with no loss of data or functionality, and have optimized files that take over 5 minutes to calculate and reduced that to under 1 second with no loss of data or functionality. I use proprietary software to test calculation speeds (formulas and VBA) to make sure your workbooks run as fast as possible.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Data Analysis
    Automation
    Spreadsheet Software
    Business Consulting
    Dashboard
    Macro Programming
    Visual Basic for Applications
    Microsoft Excel
    Spreadsheet Automation
    Financial Analysis
    KPI Metric Development
    Analytics
    Financial Modeling
    Business Analysis
    Financial Reporting
  • $90 hourly
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Financial Management
    Management Accounting
    Google Sheets
    Financial Planning
  • $250 hourly
    - Specializes in building rigorous quantitative models for market traders and fund managers so that they can validate their investment theses and raise capital - Active financial licenses: SIE, Series 65, Life & Health - Past experience as a top analyst at Boston Consulting Group and Director of Quantitative Research at a $1.4B RIA - Designed an MLP portfolio that exceeded the benchmark Alerian index by ~3500 bps in actual live track record performance - Built out the pro formas and financial projections for a $20M VC fund in the midst of the coronavirus crisis - Uses a combination of MS Excel and MATLAB turn high-quality work quickly so that you get the most out of every billable hour and get started making money ASAP
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Cryptocurrency
    Model Optimization
    Stock Price Prediction
    Personal Finance & Wealth Management
    Stock Option Agreement
    Mathematical Optimization
    Mathematical Modeling
    Investment Strategy
    Portfolio Performance Modeling
    Bloomberg Terminal
    Quantitative Finance
    Portfolio Management
    Financial Risk
    Quantitative Analysis
    Financial Modeling
    Microsoft Excel
    MATLAB
  • $125 hourly
    I am a strategically focused individual with over 20 years of finance and accounting experience, which allows me to make sound recommendations through fact-based analytics. I can provide advisory work in areas such as financial analysis, financial modeling, financial planning, business development, business process improvement, strategy formation, business plan preparation, cost optimization, and QuickBooks Online.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Development
    QuickBooks Online
    Financial Reporting
    Analytics
    Business Innovation
    Financial Analysis
    Managerial Finance
    Problem Resolution
  • $150 hourly
    I specialize in dynamic financial models which create accurate predictions for real estate project performance whilst being insanely easy to use. Think of my models as your personal analyst, once you get them you don’t need to ask for my help anymore. You can use any of my models independently to run endless scenarios. In general terms, my talent is "Institutional Investor Communication". If you start or manage a project in green, sustainable or impact investment space, I will be happy to engage on equity based compensation, help you connect with investors and raise funds you need. My expertise: • Dynamic Financial Modeling: Financial models covering cash flow projections, sensitivity analysis, scenario analysis, multiple debt structures, dynamic rent rolls, flexible unit mixes, and waterfall structures. • Deal Structuring: Financing structures, including Mezzanine Debt, Preferred Equity, Promotes, Waterfalls based on different hurdle types, GP CatchUps, and LP Clawbacks. • Ground-Up Developments, Multiphase Developments: Experience in detailed models for diverse asset classes, from apartment buildings to mixed-use projects, assessing real estate opportunities and optimal property use. • Real Estate Valuation and Acquisition Modeling: Complex acquisition models for all asset types used in property underwriting or appraisal. • Institutional Quality Standards: I adhere to institutional quality norms, ensuring rigorous financial model criteria and high level of transparency. • Institutional Investor Communication: I speak institutional language fluently and will assist you in your equity raising campaign or provide appropriate training beforehand.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Microsoft PowerPoint
    Project Finance
    Spreadsheet Software
    Cash Flow Modeling
    Real Estate Financial Model
    Real Estate Acquisition
    Chartered Financial Analyst
    Real Estate Financial Modeling
    Real Estate Appraisal
    Real Estate Investment Assistance
    Microsoft Excel
    Pro Forma Statement
    Industry Knowledge
    Financial Analysis
  • $50 hourly
    Excellent Financial skills, with over 13 years of experience in Finance & Accounting including Financial Analysis, Bookkeeping / Accounting, Budgeting & Forecasting, Variance and other analyses in business capacities. Personal financial planning with long term planning, budgeting, saving, and other personal monetary goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Finance & Accounting
    Data Analysis
    Dashboard
    Data Visualization
    Budget Management
    Financial Variance Analysis
    Microsoft Excel
  • $25 hourly
    I am a Chartered Accountant (CA), ASA CPA (Australia) for Business Plans, Taxation, Business & Financial Analysis, Accounting. Good knowledge regarding GAAP, IFRS, GST, VAT, Custom and Excise Duties, Direct Tax Accounting Principles, Bookkeeping. Job Oriented, Hardworking, Patient, Honest, Dedicated, enthusiastic freelancer from India. For the past 10 years experience in Accounts and Auditing. I have good knowledge of IFRS, US Gaap, European VAT and many accounting softwares.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Fathom Applications Fathom
    Financial Planning
    Financial Analysis
    Financial Modeling
    QuickBooks Online
    Wave Accounting
    Xero
    International Accounting Standards
    Month-End Close Assistance
    Budget Management
    Cash Flow Statement
    Financial Projection
    Financial Report
    Chart of Accounts
  • $100 hourly
    I have a BS in Corporate Finance from Salisbury University along with minors in IT and Accounting. I have worked for a small mortgage company where I co-managed trading and hedging operations of MBS', worked for one of the largest fortune 500 companies within their asset based lending portfolio performing client credit analysis, worked in business valuations for one of the largest accounting firms, and currently work in investment banking performing traditional buy and sell side due diligence. I have been working with excel extensively for the past 8 years and have learned complex functions, and built in-depth and nuanced financial models for a myriad of clients. I have also developed VBA coding features to help automate redundant entry, and much more. Other Experience: Paycheck Protection Program (PPP), Shuttered Venue Operator Grant (SVOG), Restaurant Revitalization Fund (RRF), Real Estate Investment Funds
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Corporate Finance
    Business Modeling
    Business Consulting
    Financial Modeling
    Investment Banking
    Real Estate Investment Assistance
    Real Estate
    Financial Analysis
    Investment Research
    Mergers & Acquisitions
    Business Valuation
    Real Estate Financial Modeling
    Private Equity
    Microsoft Excel
  • $35 hourly
    I have 16 years of experience in following areas of Bookkeeping & Audit: BOOKKEEPING 1) QuickBooks Online & Desktop - Excellent 2) PeachTree - Excellent 3) Xero - Good 4) Zoho - Good 5) US, UK, Canada & Australia GAAP - Excellent 6) IFRS and IFRS for SMEs - Excellent 7) Advance Microsoft Excel, Word & PowerPoint Handling - Excellent 8) Compilation of financial statements (consolidated and standalone) – Excellent 9) Reconciliations of banks, vendors and customers accounts. My Bookkeeping Methodology I have accounting expertise in financial reporting, accounting cycle analysis, accounts reconciliations, implementing accounting systems and accounting standards compliance. I have worked with different accounting firms in USA, United Kingdom, Australia, Middle East and Pakistan. During my association with firms, I have had the opportunity to establish accounting systems from scratch with the best accounting software including QuickBooks, Peachtree, SAGE ERP etc., design accounting forms and approval systems, enter long outstanding data, reconcile the banks, customers and vendors account to the nearest penny, prepare monthly management accounts and other vendors and customers reports for clients, compute each partners profit share, taxation and depreciation entries, prepared annual financial statements in accordance with applicable laws and accounting standards of a number of entities belonging to various sectors of the economy including construction, media, IT, family properties, NPOs, etc. This exposure to a wide spectrum of clients with a variety of work experiences has provided me with an in-depth knowledge of the key business processes and regulatory environment and to implement the right accounting policies that forms the basis of accurate accounting entries and ultimately the perfect financial statements of highest standards for sole proprietors, partnership firms, private limited companies and group of businesses in the Middle East, Pakistan, Australia, UK and USA. I am well-trained in QuickBooks, Peachtree and Microsoft Excel & Word. AUDIT 1) US, UK, Canada & Australia GAAP - Excellent 2) IFRS and IFRS for SMEs - Excellent 3) Grip on Auditing Standards - ISA, ASA, PCAOB, US GAGAS and GAAS - Excellent 4) CaseWare - Excellent 5) CCH Engagement - Good 6) Draftworx - Excellent 7) Advance Microsoft Excel, Word & PowerPoint Handling - Excellent 8) Compilation of financial statements (consolidated and standalone) - Excellent My Audit Methodology I am working with multiple accounting firms in USA, UK, Australia and Pakistan. I deliver assignments on CASEWARE, DRAFTWORX or other audit softwares for both audit and accounts preparation. Moreover, I perform internal controls assessment and recommend improvements as well as develop and implement control systems. I believe that quality must go with the quantity of work; that is why my success is built on relationships founded on trust with clear communication and coordination, supported by right technology and expertise. OTHER SERVICES (i) Filing Tax Returns of companies, partnerships and individuals of USA, Australia, UK and Pakistan. (ii) Implementation of newly effective accounting standards such as IFRS 16 and IFRS 15. (iii) Managerial Work - Our senior managers assist clients in their Administrative Managerial Tasks, Financial Management, HR Hiring & Payroll, Data Handling, Compliance of Law and Customer Requirements, Correspondence with Customers etc. Delivering services beyond prevailing standards is always been my trait. WHY CHOOSE US? · Accurate and 100% organic work! · Always on time delivery! · Professional work and big team of experts · Thought proactive, smart problem solving work . Reasonable price! . Full refund if not satisfied!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Statement
    Financial Reporting
    Proposal Writing
    Fund Accounting
    Human Resource Management
    Job Costing
    Accounting
    Bookkeeping
    Financial Audit
    Financial Accounting
    Budget Management
    Payroll Accounting
  • $95 hourly
    Accomplished Financial Modeler with a robust corporate finance background, excelling in budgeting, forecasting, financial analysis, and fractional CFO services. Proficient in Financial Planning and Analysis (FP&A), specializing in crafting detailed financial models for startups seeking funding, guiding growth-phase companies on investment options, and assisting mature companies in strategic planning for exit options. Skilled in employing storytelling techniques through financial models and presentations. Capable of serving as an extended arm for investor communication, enhancing transparency and fostering strong relationships. Key Skills and Accomplishments: -Financial Modeling: Proficient in developing intricate financial models aligned with business strategies, incorporating critical metrics, valuations, and funding roadmaps, utilizing tools such as MS Excel for precision and flexibility. -Budgeting and Forecasting: Demonstrated ability to design and manage effective short- and long-range financial plans, empowering businesses to optimize cash flow and make informed decisions. -Financial Analysis: Expertise in conducting in-depth financial analysis and reporting, conducting regular health checks through balance sheets, profit and loss statements, aged payables and receivables reports, and cash flow forecasts. -Fractional CFO Services: Trusted partner in providing fractional CFO services, contributing strategic financial leadership and guidance without the need for a full-time commitment. -Startups and Growth-Phase Companies: Specialized in creating financial models tailored for startups aiming to raise funds and supporting growth-phase companies in evaluating investment options for sustainable expansion. -Mature Companies: Experienced in assisting mature companies in strategic financial planning, including evaluation of exit options. -Pitch Deck Creation: Proficient in developing visually appealing pitch decks that effectively communicate financial strategies, business potential, and investment opportunities, incorporating storytelling techniques for impactful presentations. -Investor Communication: Capable of serving as an extended arm for investor communication, enhancing transparency, and fostering strong relationships through clear and insightful financial reporting, supported by interactive Power BI dashboards. As a results-driven Financial Modeler, I am committed to leveraging my skills and experience to enhance financial visibility, drive strategic decision-making, and support companies at every stage of their financial journey. Additionally, I bring a unique proficiency in storytelling through financial models and pitch decks, coupled with the ability to serve as a reliable liaison for investor communication. Please reach out to me to discuss any suitable projects.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Data Analytics
    Data Visualization
    Corporate Finance
    Finance
    Financial Analysis & Valuation
    Statistics
    Microsoft Excel
    Financial Report
    Financial Modeling
    Financial Projection
    Valuation
    Financial Analysis
    Financial Planning
    Company Valuation
  • $10 hourly
    Being a TOP RATED PhD scholar and academic writer on Upwork, I have been offering my research writing services, including dissertations, term projects, assignments, and homework, for five years. I can provide research writing assistance in any field due to my diverse studies and experience. I have successfully completed more than 10,000 projects on various freelance platforms, including case studies, proposal writing, thesis writing, essays, term projects, and class activities. In addition, I hold a master's degree in business management from Europe, which has equipped me with strong technical research and writing skills. I have also provided online instruction to over 50 students, helping them grasp their subjects effectively. If you need any services for your research writing project, I invite you to invite me for a discussion. I can cover: ✓Business ✓Economics ✓Management ✓Accounting ✓Finance ✓Medical ✓Consumer behaviour ✓Marketing ✓Human resource ✓Social science ✓Medical Science Any research work not limited to that. I can do the following Formatting and reference styles ✓APA ✓Havard ✓MLA ✓Chicago ✓IEEE Why choose me? ✓Experienced Research writer / Academic Writer ✓Proven record ✓Expert ✓Timely delivery ✓Unlimited revisions ✓Quality over quantity ✓24/7 available to answer ✓Good communication Hire me now to get the job done. Will enjoy working on your project. Some Testimonials from my Previous clients "I also ask Naveen for assistance when I struggle with difficult assignments in different courses such as history, business & communication. He always manages to get it done at the right time and I end up getting a high grade. " '' Naveen went above and beyond to get the work done and that helped me to achieve more than I expected'' '' Naveen is an experienced person at Research writing, he did very good research and showed passion to work on my Thesis. His skills are very good I highly recommend his Academic writing services for Masters''. If you want to work with me or want to discuss never hesitate to contact me. I am your next academic writer.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Cases
    Proposal Writing
    Online Market Research
    Topic Research
    Academic Writing
    Qualitative Research
    Marketing
    Business Plan
    Business Report
    Market Research
    Blog Writing
    Financial Planning
    Writing
    Education
    Microsoft Excel
  • $65 hourly
    I am a seasoned financial executive with broad experience in tax strategies, finance, accounting, financial services and writing-somewhat a jack of all trades. I hold a Masters in Business Administration (M.B.A.), with a concentration in tax and finance, while boasting experience across various industries, including, but not limited to, energy, real estate and technology. I have served as the CFO of two start-up companies and am very well versed in financial modeling, forecasting, budgeting and reporting as well as putting together information memorandums and pitch decks on businesses. I have an extensive knowledge of tax strategy, planning and preparation which focuses on minimizing federal, state and local tax liabilities while utilizing tax deferral strategies. I have over 15 years of tax experience dealing with partnerships returns, corporate returns and individual returns. In regards to financial writing, I have written articles for a layman to understand, as well as scholarly articles. I wrote the content for the Deutsch Bank Asset Management db-trackers ETF section as well as wrote an examination and study book for asset managers to be certified in the field of exchange traded funds. I have been published in various arenas such as Yahoo Finance, The Street, WSJ and Seeking Alpha. I am able to work efficiently, effectively and independently. I respect deadlines and quality work as that both of these things support my service’s worth. My goal is to ensure that my employer or client is satisfied with my work. Thank you and I look forward to working with you.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Investment Strategy
    Business Services
    Tax Strategy
    Financial Writing
    Investment Research
    Financial Reporting
    Financial Modeling
    Accounting
  • $20 hourly
    Hi! I'm very pleased to meet you. I'm Diego Ramirez and I am associate (Manager) at an investment bank. Additionally, I'm currently candidate for a Post Experience Master in Finance at London Business School (#1 Master in Finance according to Financial Times and QS Ranking). Furthermore, during this programme I am an exchange student for the MBA programme at Columbia Business School. Also, I was CFO of a fintech (Backed by Y Combinator). Y-Combinator is a start up accelerator that have helped grow Dropbox, Airbnb, among others. Additionally, I have worked in an venture capital fund founded by the Head of Europe of the IFC Venture Capital Department and in the Venture Capital Investments department at of a 400M Euros European Venture Fund. In general I've done investment bankers, venture capital investment and corporate finance activities, which includes high quality excel financial models and presentations for investors. I really think I could help you with your financial model.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Project Finance
    Corporate Finance
    Investment Strategy
    Venture Capital Consulting
    Financial Presentation
    Investment Banking
    Finance & Accounting
    Financial Projection
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $90 hourly
    ✅ Ex-KPMG Consultant ✅ 5+ years of Financial Modeling experience. ✅ Completed 150+ Financial Modeling jobs with a Job Success Score of 100%. ✅ A CFA® | CA and an FRM®. ✅ Among the top 3% of Freelancers on Upwork. ✅ An Excel Ninja. Why Choose Me: ✦ Investor-Ready Model: Engage investors with a financial model that promises and proves value. ✦ Business Idea Validation: Find solid ground with robust financial projections backed by diligent research. ✦ Precision & Accuracy: Hone your financial models with the utmost attention to detail for unquestionable accuracy. ✦ Excel Mastery & Big Data Analytics: Overwhelmed by Excel or needing to master Big Data? I have the expertise you need. ✦ Balance Sheet Perfection: Eliminate financial statement discrepancies and ensure complete alignment. ✦ Clear Insights: Dive into crystal-clear actionable insights from complex financial data. How I Tailor My Services to Your Unique Needs: ✓ Custom financial models, adaptable to your timelines and specific requirements. ✓ Research-backed assumptions for credible financial forecasting. ✓ Professional presentations with intuitive visuals and clear coding for easy interpretation. ✓ Error-proof workflows with rigorous checkpoints to ensure flawless calculations. Specialized Solutions for Various Business Types: 🚀 Startups: Capital Raising Models | Pre-revenue Valuations | Cash Flow Analysis | Budget Forecasts 💼 Investors: Tailored Portfolio Management | Comprehensive Due Diligence | In-depth Risk Assessments 🏢 Corporates: Strategic Budgeting & Forecasting | Business Optimization | Advanced Scenario Planning 🏠 Real Estate: Investment Analysis | Development Projections | Portfolio Management Models 📈 Project Managers: Feasibility Studies | Cost Management | Profitability Analysis Why My Clients Trust Me: Don’t just take my word for it. Here’s what clients like you say about my impact on their businesses: ❖ "Neeraj was very responsive and fast to help us with our project. He really seems to understand how to build a consolidated cash flow analysis, and even made a nice video at the end explaining the entire spreadsheet. Definitely would recommend him!" - Jared Sarbit(CEO | Picture Perfect Cleaning) ❖ "Neeraj was a pleasure to work with. He understood the project clearly, was knowledgeable, worked efficiently, was available and receptive to feedback throughout the whole process and delivered a model that I use day-to-day. I would definitely work with him again." - Ramtin Nikzad(Co-Founder | Fortress Presents) ❖ "Neeraj is awesome to work with. He understands the fundamentals and logic behind requests making it easy to work both quickly and collaboratively. Working with him has saved me countless hours. His formatting is also exceptional which is hard to find." - Geoffrey Harris(Principal | Casa group) Each client journey with me goes beyond mere number-crunching – it's about crafting a compelling financial story that speaks to stakeholders and charts a path for growth. 💬 NEXT STEP: Please message me to discuss how I can help you in your next venture.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Balance Sheet
    Chartered Financial Analyst
    Company Valuation
    Financial Planning
    Financial Projection
    Financial Analysis
    Valuation
    Pro Forma Statement
    Forecasting
    Accounting Principles & Practices
    Financial Report
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Modeling
  • $250 hourly
    With clients that collectively have over $500 million of assets, I have a successful track record of improving real estate operators' performance by implementing rigorous financial management and reporting practices, including: • Expert bookkeeping that streamlines tax filings • Detailed financial tracking that improves decision making • Professional reporting that impresses investors • Peace of mind that allows owners to focus on what they do best
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Planning
    Spreadsheet Software
    Strategic Plan
    Problem Solving
    Business Modeling
    Real Estate
    Financial Analysis
    Cost Analysis
    Microsoft Excel
  • Want to browse more freelancers?
    Sign up

How it works

1. Post a job (it’s free)

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

How do I hire a Financial Plans Freelancer on Upwork?

You can hire a Financial Plans Freelancer on Upwork in four simple steps:

  • Create a job post tailored to your Financial Plans Freelancer project scope. We’ll walk you through the process step by step.
  • Browse top Financial Plans Freelancer talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Financial Plans Freelancer profiles and interview.
  • Hire the right Financial Plans Freelancer for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Financial Plans Freelancer?

Rates charged by Financial Plans Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Financial Plans Freelancer on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Financial Plans Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Plans Freelancer team you need to succeed.

Can I hire a Financial Plans Freelancer within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Financial Plans Freelancer proposals within 24 hours of posting a job description.

Schedule a call