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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
Tasbiha Noman E.
$12/hr
  • Trophy Icon Financial Plans
  • Xero
  • Accounting
  • Financial Accounting
  • Financial Planning
  • Financial Analysis
  • Microsoft Excel
  • Microsoft Word
  • Customer Support
  • Bookkeeping
  • Bank Reconciliation
  • Accounting Software
  • Accounts Receivable Management
  • Accounts Payable Management
  • Intuit QuickBooks
  • Accounting

I have over 5+ years of bookkeeping and accounting experience. I am a very reliable, trustworthy, organized, and detailed-driven Virtual Bookkeeper.I have a team where everyone specialize in QuickBooks online & Xero cleanups, setups, and e-commerce businesses. I am an expert in my field. I make accounting software look easy and you won't be intimidated by it! My services are below but not limited :- QuickBooks Online Bookkeeping QuickBooks Online Cleanups & Setups QuickBooks Online Training Accounts Receivables Accounts Payables Bank and Credit Card Reconciliations PayPal, Square, Stripe, Amazon, and Shopify Reconciliations Monthly/Yearly...

William R.
$250/hr
  • Trophy Icon Financial Plans
  • Xero
  • Financial Analysis
  • Intuit QuickBooks
  • TSheets
  • Accounting
  • Mergers & Acquisitions
  • Microsoft Excel
  • Financial Projection
  • Accounting
  • Budget Management
  • Financial Planning
  • Financial Modeling

With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the best possible information to make business decisions. I have owned my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial...

Dimitrios K.
$80/hr
  • Trophy Icon Financial Plans
  • Data Analysis
  • Business Intelligence
  • Financial Modeling
  • Financial Reporting
  • Financial Planning
  • Revenue Management
  • Management Accounting
  • CPA
  • Microsoft Power BI
  • Microsoft Excel
  • Microsoft Power BI Data Visualization
  • Business Analysis
  • Financial Modelling
  • Financial Forecast

✔ Microsoft Certified Power Bi Data Analyst ✔ 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 have more than 8 years experience in Finance, Accounting and Data Analysis (private equity & Startups). *Area of Expertise* I am using Power Bi and MS Excel in -Data Analysis for decision making -Financial Modelling (Budgeting and Forecasting) -Financial Reporting (IFRS) -Management Accounting (Cost techniques, Performance Measurement, Decision Making) -Revenue Management...

Nathan B.
$80/hr
  • Trophy Icon Financial Plans
  • Financial Planning
  • Real Estate Investment Assistance
  • Investment Research
  • Financial Modeling
  • Financial Analysis
  • Financial Forecasting
  • Personal Budgeting
  • Certified Financial Planner
  • Finance & Accounting
  • Investment Strategy
  • Investment Research

I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.

Laetitia  H.
$65/hr
  • Trophy Icon Financial Plans
  • Managerial Finance
  • Financial Reporting
  • English to French Translation
  • Bookkeeping
  • Cost Control
  • Value-Added Tax
  • Financial Planning
  • Legal Translation
  • International Accounting Standards
  • Tax Preparation
  • Balance Sheet
  • Financial Accounting
  • Account Reconciliation

Bonjour, Après plus de 15 ans au service d'entreprises, j'ai créé mon entreprise et je vous propose de réaliser toutes vos traduction Anglais - Français ainsi que de vous faciliter la lourdeur des tâches administratives et comptables. Très souvent, la comptabilité représente un casse-tête, tandis que pour moi, c'est un plaisir, tant de le faire que de vous aider à devenir autonome si vous le souhaiter. Ce sera pour moi un plaisir de mettre mon expérience et expertise à votre disposition. Mon parcours professionnel s’est construit aussi bien en France qu’à l’étranger. J’ai vécu et travaillé plusieurs années au Royaume-Uni et en...

Roman D.
$150/hr
  • Trophy Icon Financial Plans
  • Legal Entity Structuring
  • Mergers & Acquisitions
  • Venture Capital Consulting
  • Corporate Finance
  • Startup Consulting
  • Contract Law
  • Financial Planning

- Studied Law and Economics in Germany, Australia and Spain - PhD in International Tax Law in Germany - Mergers & Acquisitions Specialist - Finance and Strategy Consultant - Entrepreneure & Founder I love working on international M&A projects, Venture Capital transactions and consulting beautiful minds. Roman

Courtney M.
$200/hr
  • Trophy Icon Financial Plans
  • CPA
  • Accounting
  • Business Valuation
  • Financial Forecasting
  • Financial Modeling
  • Microsoft Excel
  • Financial Accounting
  • SaaS
  • Venture Capital Consulting
  • Startup Consulting

Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing,...

Dhruv T.
$90/hr
  • Trophy Icon Financial Plans
  • Management Consulting
  • Startup Consulting
  • Fundraising
  • Financial Modeling
  • Business Plan
  • Pitch Decks
  • Company Valuation
  • Financial Analysis
  • Financial Modelling
  • Financial Forecast
  • Financial Projection
  • Accounting principles
  • Valuations
  • Microsoft Excel

Dhruv has worked on successful consulting and fundraising assignments worth more than $1 billion with a focus on energy, technology, food, and life science projects across Asia, USA, and Africa. He has more than 10 years of experience in FP&A, startup consulting, process improvement, M&A and project finance. As Partner at AND Business Consulting, Dhruv provides process improvement & transaction advisory services to enterprises and investors across sectors. As a Finance Expert at Toptal, Dhruv provides financial & strategic consulting to global companies at different stages in their life cycle. Dhruv has completed his MBA in Finance from...

Manvi A.
$12/hr
  • Trophy Icon Financial Plans
  • Administrative Support
  • Financial Accounting
  • Financial Report
  • Financial Audit
  • Corporate Governance
  • CPA
  • Quickbooks
  • Property Tax
  • Intuit QuickBooks
  • IRS Resolution
  • Business Consulting
  • GAAP
  • MYOB Administration
  • Limited Liability Company
  • Communication Skills

Accounting is what I do best while you can take care of the rest! I am a dedicated CPA with experience in developing and implementing financial systems, strategies, processes and controls that significantly improve P&L scenarios. An expert at establishing accounting functions, systems and best practices for cost-reduction, automation and tax strategies. I am focused on providing exceptional client services and believe in generating measurable and tangible results in the books. My expertise includes Bookkeeping and Accounting services, preparation and analysis of Financial Statements, US/State Tax Compliance (preparation of US corporate and...

Riley M.
$85/hr
  • Trophy Icon Financial Plans
  • Underwriting
  • Financial Modeling
  • Real Estate
  • Acquisitions
  • Market Research

I have six years experience working as a Senior Real Estate Acquisition Analyst at a private equity firm in New York City. My knowledge includes expert financial modeling skills, ability to prepare investment memorandums, in depth knowledge of East Coast markets, proficiency in Powerpoint and Adobe, advanced written and oral communication skills, and conversational Spanish. I have completed the acquisition of over 2,000 multifamily units or $200 Million worth of real estate transactions during my career as an acquisition analyst. I am interested in unique ways of generating value through real estate as well as gaining insight into new...

Michael K.
$150/hr
  • Trophy Icon Financial Plans
  • Microsoft Excel
  • Accounting
  • Business Plan
  • Business Modeling
  • Business Valuation
  • Business Development
  • Financial Analysis
  • Financial Modeling
  • Financial Prospectus Writing
  • Financial Accounting

TOP RANKED FINANCE FREELANCER FOR OVER 5 YEARS: Fractional CFO for SaaS, health care, cultivation and other businesses, Corporate Finance Specialist, Experienced Venture Capital and Private Equity Principal, Entrepreneur, and Portfolio Manager with excellent track record. While in the financial sector for over 20 years, I have worked in management positions with start-ups, early and mid-stage companies as well as small, medium and large cap enterprises. This experience allows me to offer professional financial and accounting services to all my clients. Specifically, I enjoy being able to help in the decision making process by developing...

John M.
$220/hr
  • Trophy Icon Financial Plans
  • Microsoft Excel
  • Business Modeling
  • Financial Analysis
  • Financial Modeling
  • Investment Research
  • Startup Consulting

“My co-founder and I could not give higher praise to John. Aside from being a complete genius with the numbers, his attitude makes you want to keep him around for the long haul. He always met his deadlines, worked fast, delivered more than we needed by understanding the complexities of our unique startup and made a custom editable projection sheet for us. During stressful times we would reach out and he always made himself available to us immediately to answer investor questions and even drove to meet us several times to walk us through the numbers step by step with incredible patience. Long story short, you can't go wrong with John.” “He...

Lilian C.
$85/hr
  • Trophy Icon Financial Plans
  • Real Estate
  • Real Estate Financial Modeling
  • Real Estate Investment Assistance
  • Real Estate Acquisition
  • Real Estate & Construction
  • Microsoft PowerPoint
  • Presentations
  • Finance
  • Investor Overview
  • Due Diligence
  • Financial Report
  • Industry Knowledge
  • Financial Modeling

I am a Real Estate Financial Analyst with experience in both residential and commercial real estate investment, development, and brokerage services. I have underwritten deals from single family to commercial transactions between $20-$100M+. With my background in financial underwriting and my keen eye for design, I specialize in creating models and packages that are accurate, intuitive to use, and beautifully designed. MY EXPERIENCE & CREDENTIALS Investment & Development ✅4+ years of experience working as an analyst in commercial real estate. ✅Experience with acquisition and development underwriting, due diligence, other financial modeling...

William L.
$250/hr
  • Trophy Icon Financial Plans
  • Business Plan
  • Strategy
  • Entrepreneurship
  • Venture Capital Consulting
  • Startup Consulting
  • Business Presentation
  • Financial Modeling
  • Corporate Strategy
  • Analytics
  • Growth Strategy
  • Business Modeling
  • Executive Summary
  • Fundraising
  • Financial Analysis

PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures -...

Giorgi N.
$75/hr
  • Trophy Icon Financial Plans
  • Pitchbook
  • Presentations
  • Presentation Design
  • Business Plan
  • Business Presentation
  • Financial Modeling
  • Financial Analysis
  • Financial Projection
  • Company Valuation
  • Valuation
  • Fundraising
  • Venture Capital Consulting
  • Startup Consulting
  • Pitch Deck
  • Tokenomics

If you are an entrepreneur trying to raise funds or an investor seeking investment opportunities, my Forbes-featured financing and investment shop can help. Quick facts: 🏆 $750+ Million Raised / Trusted by 300+ Startups / 92%+ Funding Success Rate 🏆 100+ Investors Served / $900+ Million in Transactions Analyzed / 18 Industries Covered 🏆 8+ Years of VC and IB Experience / CFA & MBA / 100% Customer Satisfaction Score (CSAT) The Benefits of My Services for Entrepreneurs: 🎯3x Increased Capital | 🎯2x Faster Round Closure | 🎯80% Less Fundraising Costs My Solutions for Startups: ✅ Wall Street-level Pitch Decks, Business Plans, and...

JJ B.
$75/hr
  • Trophy Icon Financial Plans
  • Accounting
  • Bookkeeping
  • Financial Statement
  • Financial Modeling
  • Budget Management
  • Business Consulting
  • Business Analysis
  • Business Writing
  • Fundraising
  • QuickBooks Online

I am a highly-accomplished and results -oriented CFO with a decidedly entrepreneurial spirit. I have extensive experience with start-up and early-stage businesses, and I am passionate about helping organizations navigate the challenges of growth. In my 20+ years of financial management, I have developed a deep sense of how to effectively manage change, improve processes, and more efficiently use capital. My proven strategies overcome challenges, accelerate growth and take your Company to the next level. Areas of expertise: 1. Business plans and raising capital (debt or equity). 2. Create and optimize financial strategy. 3. Forecasting...

Chris M.
$150/hr
  • Trophy Icon Financial Plans
  • Business Plan
  • Startup Consulting
  • Financial Modeling
  • Corporate Strategy
  • Business Modeling
  • Management Consulting
  • Venture Capital Consulting
  • Fundraising
  • Business Planning & Strategy
  • Business Analysis
  • Accounting
  • Balance Sheet

Are you trying to raise money from investors, VC’s, angels or private equity funds? Are you having a hard time securing the funds you need to take your business to the next level? You’re not alone. Like many entrepreneurs, you know your idea is great and you know you’re ready to get to the next stage, but you also know you need investment to propel things forward. But angels, investors, VC’s - none of them know you, they’ve never heard of your company before, and they probably know very little about the market you’re in. It’s a quandary nearly every one of my past clients has been in. But with a focus on outcomes and deep expertise...

Catherine J.
$200/hr
  • Trophy Icon Financial Plans
  • Investment Strategy
  • Financial Analysis
  • Financial Modeling
  • Financial Forecasting
  • Data Analysis
  • Data Center Design
  • Systems Development
  • Systems Modeling
  • Business Analysis
  • Business Consulting
  • MS Excel
  • Microsoft Excel
  • Real Estate Acquisition
  • VBA
  • Real Estate Financial Modeling

I am a CFA (Chartered Financial Analyst) with a knack for financial modeling and data science. I specialize in developing highly customized and automated financial and data models and systems. My recent experience has been concentrated in real estate investments, but I have also worked with businesses and on investments across a wide range of industries. I have 7+ years of experience doing this type of work, but I am new to UpWork. As such, I am offering a steep discount for my first few clients! I can help you... - Create a new set of financial models for your business or enterprise. - Develop an underwriting model for your recurring...

Denis B.
$100/hr
  • Trophy Icon Financial Plans
  • Blockchain, NFT & Cryptocurrency
  • Initial Coin Offering
  • Google Data Studio
  • Financial Analysis
  • Data Visualization
  • Business Mathematics
  • Blockchain
  • Economics
  • Analytics
  • Cryptocurrency
  • Gaming NFT
  • Investor Overview
  • Forecasting
  • Financial Planning
  • Utility Token

I predict the health of your project unit economy and tokenomics design before it goes live. Re-estimate your project's long-term financial viability after launch on a regular basis. I worked with high profile companies across the globe Currently featured Top Rated Expert in Tokenomics Category Areas of Expertise: 1) Tokenomics Design: dual or single tokenomics, token utility, DAO, treasury inflows and outflows channels, staking pools, game rewards pools, DeFi AMM, farming pools 2) Convert tokenomics design and GDD into Machinations diagrams, allowing to test multiply contingency plans in an agile manner: personas for playtime,...

Michael M.
$185/hr
  • Trophy Icon Financial Plans
  • Financial Modeling
  • Mergers & Acquisitions
  • Business Analysis
  • Microsoft Excel
  • Management Accounting
  • Corporate Finance
  • Financial Accounting

Background in accounting/financial and business operations with small- and middle-market companies ($10-$250MM in revenue), start-ups, corporate finance, investment banking and mergers & acquisitions. CFO & Business Advisory Focus is predisposed to designing lean and efficient business operations, preparing for growth, providing management information tools that enhance business decision making and creating strong work environments that promote productivity and low employee turnover. Projects and initiatives have resulted in solutions such as: Developed a modeling solution for the commission plan of a company that calculated “by invoice”...

Derrick C.
$70/hr
  • Trophy Icon Financial Plans
  • MS Excel
  • Financial Modeling
  • Financial Analysis
  • Microsoft Excel
  • Spreadsheet Software
  • Forecasting
  • Financial Projection
  • Data Analysis
  • Data Visualization
  • Accuracy Verification
  • Data Entry
  • Presentations
  • Business Cases
  • Financial Forecast

-Specializes in building models, creating reporting tools, problem solving, cleaning & analyzing data in Excel -9+ years of work experience with financial reporting, forecasting, and modeling -Experience creating recurring revenue models -Experience with Microsoft Access & Hyperion/ESSBASE -Creating and maintaining excel forecasting models (Revenue & Costs.) -Strong problem-solving skills

Omar A.
$50/hr
  • Trophy Icon Financial Plans
  • Financial Reporting
  • Business Plan
  • Microsoft Excel
  • Forecasting
  • Financial Analysis
  • Financial Forecasting
  • Management Consulting
  • Financial Modeling
  • Microsoft Word
  • Accounting
  • Business Valuation
  • Pitch Deck
  • Venture Capital Consulting
  • Business Plan or Pitch
  • Financial Model

🌟 Expert Vetted Freelancer on Upwork, specializing in Business Plans, Financial Models, and Investor Pitch decks. A Finance Professional having 5+ years of experience in providing services relating to Financial Accounting & Advisory, Drafting Business Plans and Feasibility Studies, Financial Modeling, and Business Valuations to companies across various sectors. 🕒 QUICK TURNAROUND: I value my clients, hence your project is my priority. 🏛️ FIRST-HAND EXPERIENCE: I have been in your shoes. I founded my own financial consultancy business while pursuing my Chartered Accountancy hence I know what it takes to start a new business and what...

Kaye Anne R.
$25/hr
  • Trophy Icon Financial Plans
  • Cost Accounting
  • Accounting
  • Bookkeeping
  • Account Reconciliation
  • Bank Reconciliation
  • Microsoft Excel
  • Budget Plan
  • Tax Preparation
  • Accounts Receivable Management
  • Financial Reporting
  • Cash Flow Statement
  • Financial Modelling
  • Financial Analysis
  • Business Plan
  • QuickBooks Online

I am a certified public accountant with more than 6 years of meaningful experience in the field of accounting and finance. My areas of expertise includes the following: •Bookkeeping •Financial Preparation and Analysis •Account and Bank reconciliation •Forecasting and Budgeting •Variance Analysis •Well equipped in MS Word, MS Excel, Powerpoint, Google Sheet •Accounts payable and accounts receivable •Very knowledgeable with MSGP, Oracle, Xero and QBO •Consolidation accounting •Ta Return Preparation Aside from my technical skills, I am a great team player but can also work well on my own initiative and I am keen to learn as much as I can to...

Jeffrey C.
$80/hr
  • Trophy Icon Financial Plans
  • Commercial Lending
  • Financial Writing
  • Financial Modeling
  • Financial Analysis
  • Financial Forecasting
  • Budget Plan
  • Change Management
  • Customer Retention
  • Portfolio Management
  • Accounts Receivable Management

Accomplished professional offering comprehensive consulting services for Financial Forecasting Model’s, Commercial Loan underwriting and advice, Credit Applications, Credit Policy, and Financial Statement Analysis (using UCA method). Also services for Corporate Accounts Receivable Departments, A/R Policy & Procedures, functionality, best practices, client credit approval & limits, understanding the credit risk within the portfolio, reviewing clients with high concentrations of A/R, monthly reporting, bad debt reserve analysis, and the caliber of talent within the department.

REBECCA S.
$19/hr
  • Trophy Icon Financial Plans
  • Intuit QuickBooks
  • Virtual Assistant
  • Customer Support
  • Xero
  • Transaction Data Entry
  • Accounts Receivable Management
  • MYOB Administration
  • Bookkeeping
  • Data Entry
  • Microsoft Excel
  • Accounts Payable
  • Account Reconciliation
  • Bank Reconciliation
  • Chart of Accounts
  • Balance Sheet

Reliable bookkeeper/ Xero Certified/ Quickbooks ProAdvisor/ With 4 years Degree of Accountancy. I will undertake my duties professionally and effectively. I am a result-oriented with a great attitude of professionalism, highly -organized and detail - oriented. I am also flexible with my working hours which allows me to communicate with my clients online whatever timezone they are into. My commitment is to give you an ACCURATE, COST-WISE and TIMELY services. Taking into consideration the confidentiality and privacy of every information given to me. My client's success is my business! Services Offered: • Bookkeeping using accounting software...

Najib Z.
$112/hr
  • Trophy Icon Financial Plans
  • Management Skills
  • Business Development
  • Consultant
  • Investment Research
  • International Business
  • Corporate Finance
  • Sales & Marketing
  • Market Analysis
  • Business Intelligence
  • Contract Negotiation
  • Business Plan
  • Financial Writing
  • Financial Forecast
  • Financial Modeling
  • Partnership Development

An International Business Advisor, Financial Analyst and Consultant helping entrepreneurs, business owners and individuals solve their specific problems. Najib was fortunate to be exposed over the years to a wide variety of business opportunities and business people in various industries and geographic locations. This experience allowed him to understand the worlds of finance and commerce at a deeper level that goes beyond what spreadsheets and salespeople portray. Furthermore It allowed him to build high value professional networks as well as access to high quality talented associates to help him with his business. - Why not leverage a...

Areeb S.
$25/hr
  • Trophy Icon Financial Plans
  • Financial Analysis
  • Business Valuation
  • Financial Reporting
  • Bookkeeping
  • Accounting
  • Intuit QuickBooks
  • Xero
  • Tax Filings
  • Tax Return
  • Tax Code
  • Financial Audits
  • Financial Reporting
  • Financial Projection
  • Zoho Books

Do you like to play games? Ever lost track of score? Games are pointless without numbers. Strategy depends on the current score. Business is a socio-economic game. This is where I come into play. I record and analyze scores, so that you can focus on winning the game. Being a Chartered Certified Accountant and financial analyst with a decade of experience (22,000 work hours) doesn't make me unique. What makes me different is that I make difficult things easy and help you control your game. I solve the following problems for my clients: - Accounting / Bookkeeping - US Federal & State Tax Filings; Payroll - Due Diligence & Audit...

$NaN/hr

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