Hire the Best Financial Plans Professionals

Clients rate our Financial Plans Professionals
Rating is 4.8 out of 5.
4.8/5
Based on 1,793 client reviews
Austin P.

Pittsburgh, Pennsylvania

$99/hr
4.8
1,072 jobs

With 350+ 5-star client reviews, I am proud to serve a growing client list here on Upwork. As an experienced business and corporate attorney, I provide end-to-end legal support; handling everything from day-to-day contract management to complex transactions, governance, and compliance. Many of my clients treat me as their on-demand legal department. I draft, review, and negotiate all key agreements, guide leadership through business restructuring, oversee equity and financing documents, and help ensure corporate formalities are observed. Whether you’re a startup, established company, or investor, I deliver practical legal solutions that protect your interests and support sustainable growth. Building on years of experience working with entrepreneurs and Fortune 500 companies alike, I’ve earned a strong reputation for simplifying complex legal issues and turning them into clear, actionable agreements. From Nondisclosure Agreements and Master Service Agreements to Employment and Independent Contractor Agreements, I help clients avoid risk, stay compliant, and move deals forward efficiently. I also assist with Privacy Policies, Terms & Conditions, and compliance programs—keeping businesses aligned with evolving privacy and data protection laws across multiple jurisdictions. Beyond contracts, I advise on entity formation, ownership structure, capital contributions, and internal governance. This includes drafting operating and shareholder agreements, implementing compliance frameworks, and providing ongoing guidance on employment, IP, and commercial matters. I also offer a flat-fee AI Contract Review & Rewrite service for clients who start with ChatGPT or LegalZoom templates. These drafts often miss key provisions or state-specific compliance requirements. I transform them into enforceable, attorney-grade agreements tailored to your goals. ⭐️⭐️⭐️⭐️⭐️: "We had the pleasure of working with Austin on the development of our franchise agreement. He exhibited an exceptional level of efficiency and professionalism throughout the entire process. His deep expertise in legal matters and understanding of our unique requirements led to the creation of a highly comprehensive and well-structured franchise agreement." ⭐️⭐️⭐️⭐️⭐️: "Working with Austin has been a pleasure. His attention to detail and expertise ensured everything was done to the highest standard. I highly recommend him to anyone in need of legal services." Please reach out if you need a lawyer who can help you with: ✏️ Contract Drafting, Review & Negotiation ✏️ Nondisclosure Agreements (NDAs) ✏️ Non-Compete & Non-Solicitation Agreements ✏️ Shareholder Agreements ✏️ Partnership Agreements ✏️ Operating Agreements (LLC) ✏️ Asset Purchase Agreements (APAs) ✏️ Stock Purchase Agreements (SPAs) ✏️ Membership Interest Purchase Agreements ✏️ Joint Venture Agreements ✏️ Franchise Agreements & Disclosure Documents (FDDs) ✏️ Vendor & Supplier Contracts ✏️ Licensing Agreements & IP Assignments ✏️ SaaS Agreements & Software Licensing Agreements ✏️ Technology Transfer Agreements ✏️ Website & App Terms of Service / Terms & Conditions ✏️ Privacy Policies (U.S. & International) ✏️ Cookie Policies & Tracking Disclosures ✏️ E-Commerce Terms (Refund, Return, & Shipping Policies) ✏️ Community Guidelines & User Conduct Policies ✏️ Consulting Agreements ✏️ Investment Agreements & Subscription Agreements ✏️ Convertible Notes & SAFE Agreements ✏️ Stock Option Plans (ISOs, NSOs) ✏️ Equity Grant Agreements & Phantom Equity Plans ✏️ Loan Agreements & Promissory Notes ✏️ Escrow Agreements ✏️ Manufacturing & Supply Agreements ✏️ Distribution & Reseller Agreements ✏️ Marketing & Influencer Agreements ✏️ Master Service Agreements (MSAs) ✏️ Business Lease Agreements (Commercial Real Estate) ✏️ Independent Contractor Agreements ✏️ Employment Agreements & Severance Packages ✏️ Executive Compensation Agreements ✏️ Corporate Governance Documents & Bylaws ✏️ Demand Letters & Cease-and-Desist Letters ✏️ Corporate Compliance Policies & Employee Handbooks ✏️ Mergers & Acquisitions Support ✏️ Corporate Restructuring ✏️ Business Formation & Incorporation (LLCs, Corporations, Nonprofits) Please do not hesitate to contact me. It would be a pleasure to add you to my growing list of satisfied clients. I am happy to provide my services through both hourly and flat-fee options. I look forward to working with you! Best, Austin ** TO ENSURE COMPLIANCE WITH UPWORK'S TERMS OF SERVICE , PLEASE REFRAIN FROM SENDING OR SHARING ANY CONFIDENTIAL INFORMATION OR SPECIFICS OF YOUR LEGAL MATTER PRIOR TO THE INITIATION OF A FORMAL PROJECT OR A PAID CONSULTATION. PLEASE NOTE THAT ALL CONSULTATIONS WILL BE CONDUCTED EXCLUSIVELY THROUGH UPWORK. ANY COMMUNICATION OUTSIDE OF UPWORK PRIOR TO A FORMAL ENGAGEMENT IS NOT PERMITTED AND CONSTITUTES A BREACH OF UPWORK'S TERMS OF SERVICE. **

  • Contract Law
  • Contract Drafting
  • Corporate Law
  • Legal
  • Terms & Conditions
  • Privacy Policy
  • Legal Consulting
  • Document Review
  • Contract Management
  • Legal Agreement
  • Small Business Administration
  • Legal Writing
  • Legal Negotiation
  • Legal Entity Structuring
  • Entity Framework
Hesham M.

Giza, Egypt

$95/hr
5.0
15 jobs

⭐️ 100% Job Success ⭐️ Top Rated ⭐️ Top 10% of Freelancers With over 25 years of experience and more than 800 successful plans delivered, I help startups and SMEs secure funding, expand their operations, and succeed across Saudi Arabia, the US, the UAE, and beyond. Whether you're launching a startup, applying for an SBA loan, entering a new market, or seeking investors, I provide the strategic insights and financial clarity you need to move forward confidently. I specialise in investor-ready business plans, feasibility studies, and strategic growth models tailored to your unique goals. My work blends market intelligence, actionable strategy, and detailed financial projections to help clients unlock capital and scale sustainably. Clients consistently choose me for my reliability, strategic depth, and ability to deliver plans that speak the language of vision and numbers. Why Work with Me? ◽ Proven Results: Over 800 business plans and feasibility studies delivered with a near-100% client satisfaction and funding success rate. ◽ Diverse Expertise: From food & beverage to tech, healthcare, real estate, manufacturing, and non-profits—I've done it. ◽ Data-Driven & Strategic: I offer everything from deep market analysis to detailed financial forecasting and strategic modelling. ◽ Client-Focused: I prioritise communication, precision, and unlimited (reasonable) revisions to meet your expectations. Services I Offer: ◾ Business Plan Writing (Custom Plans for Startup, SBA, Investor, Non-Profit, Expansion) ◾ Financial Modelling & Forecasting (3–5 Years, Bank-Ready) ◾ Feasibility Studies (Market Entry, F&B, Industrial, Real Estate, and More) ◾ Business Model Design & Canvas Creation ◾ Market Research (Industry, Competitive, and Trend Analysis) ◾ Strategic Growth Plans & Roadmaps ◾ SWOT Analysis ◾ Pitch Deck Creation (Investor-Focused, Fundraising-Ready) Deliverables Include: 🔷Professionally written plans in Word, PDF, and Excel formats 🔷 Visualised financial models, charts, and executive summaries 🔷 Clear action steps and recommendations 🔷 Unlimited revisions until satisfaction (within reason) Industries I Serve: ◽Technology ◽ Healthcare ◽ Real Estate ◽ Food & Beverage ◽Non-Profit Organisations ◽E-commerce ◽Manufacturing ◽Hospitality ◽Fitness & Nutrition ◽Retail ◽Automotive Client Testimonials: "⭐️⭐️⭐️⭐️⭐️ Hesham demonstrated excellent communication skills, keeping our team informed every step of the way and presenting complex findings in a clear and accessible manner. His ability to convey complex data to both technical and non-technical stakeholders was particularly commendable." "⭐️⭐️⭐️⭐️⭐️ The business plan Hesham created was tailored to our needs and included detailed financial projections that impressed our investors. Great work, excellent communication, and adherence to the timeline!" Ready to Work Together? Let’s turn your business idea into a professional, fundable, and growth-driven plan. 📩 Message me now to schedule a free consultation or request a custom quote.

  • Business Plan
  • Financial Analysis
  • Business Analysis
  • Market Research
  • Business Modeling
  • Feasibility Study
  • Financial Modeling
  • Marketing Strategy
  • Financial Projection
  • Business Strategy
  • Business Proposal Writing
  • Investor Overview
  • Pitch Deck
  • Valuation
  • Business Consulting
Anayat H.

Chiniot, Pakistan

$35/hr
5.0
4 jobs

I am a qualified ACMA and senior Finance Leader with over 20 years of experience as Financial & Business Controller at KSB Pumps Company Limited Pakistan — a subsidiary of KSB AG Germany, a EUR 2.7 billion global engineering MNC. I have personally managed a PKR 6.5 billion revenue business, led a PKR 2 billion capital raising exercise, managed PKR 4 billion in banking facilities, and delivered Board-level financial strategy throughout my corporate career. I bring that same institutional-quality expertise to every client engagement on Upwork. What I deliver: ▪ Business Plans & Financial Projections — investor-ready, bank-ready, and built from scratch for your specific business model and market ▪ Fractional CFO Advisory — strategic financial leadership for SMEs and startups that need senior finance guidance without the cost of a full-time CFO ▪ Financial Models & Forecasting — dynamic 3 to 5-year models covering P&L, cash flow, balance sheet, scenario analysis, and break-even ▪ Financial Due Diligence & M&A Advisory — investment appraisals, acquisition analysis, and financial health assessments ▪ Cash Flow & Working Capital Optimisation — practical strategies to improve liquidity and reduce financing costs ▪ Excel Financial Model Fixes & Builds — complex spreadsheet models built, audited, and corrected Industries I have served: Manufacturing, Engineering, Real Estate, Food & Beverage, Healthcare, Technology, E-Commerce, Hospitality, Retail, Agribusiness, Non-Profit, Mobile Apps, and more. Unlike most financial freelancers on Upwork, I do not use templates. Every deliverable is researched, built from scratch, and tailored to your specific business, market, and objectives. You get the depth of a CFO — at the flexibility and pace of a freelancer. I hold the ACMA qualification from ICMAP Pakistan — the direct equivalent of CMA — and bring strong SAP FI/CO, Oracle Financials, and advanced Excel capabilities across complex financial environments. Message me before placing an order — I want to understand your business and objectives first to ensure the final deliverable is exactly what you need.

  • Financial Analysis
  • Financial Planning
  • Financial Analysis & Valuation
  • Financial Modeling
  • Real Estate Financial Modeling
  • Business Plan Writing
  • Cash Flow Analysis
  • Forecasting
  • Microsoft Excel
  • Business Valuation
  • Financial Reporting
  • Management Consulting
  • Corporate Finance
  • Financial Projection
  • Pitch Deck
  • Mergers & Acquisitions
  • Business Writing
  • Financial Writing
  • Financial Statement
  • Budget Management
Jeremy S.

Los Angeles, California

$350/hr
5.0
239 jobs

Founders bring me in when a meaningful decision is approaching and the numbers are not yet ready. That usually means one of five things: ▶ a capital raise is coming ▶ debt or lender conversations need stronger support ▶ cash visibility is weak ▶ the forecast cannot be trusted ▶ investor, buyer, or diligence scrutiny is getting closer I work with founder-led companies that need decision-grade finance, not bookkeeping-only support. My core engagements include: 🔹 CFO Reviewed Financials™ A structured financial diagnostic that identifies the most important reporting, margin, liquidity, and control issues affecting decision quality. 🔹 CFO Reviewed Financial Model™ A diligence-grade review of an existing model to pressure-test assumptions, logic integrity, capital needs, and investor-readiness. 🔹 Comprehensive Financial Model™ A dynamic, driver-based model built for fundraising, debt, hiring decisions, expansion planning, or exit preparation. 🔹 Investor-Ready / Lender-Ready / Buyer-Ready Sprints Structured, time-boxed engagements for companies preparing for investor conversations, lender or credit discussions, buyer diligence, or exit-readiness planning. 🔹 Ongoing CFO Advisory Financial leadership for founders who need stronger forecasting, KPI discipline, reporting cadence, and strategic finance judgment. Published rate reflects initial advisory and diagnostic work. Larger readiness, modeling, and CFO engagements are scoped separately based on decision context, complexity, and timeline. Selected outcomes include: ✔ $29.3M raised across four VC rounds ✔ $20M expansion funding secured ✔ support for a $22.0M acquisition completed ahead of plan ✔ a $5M telehealth startup sale ✔ a turnaround from a $1.5M loss to a $0.5M profit I am a fit when the business has a real financial decision in front of it. I am not the right fit for bookkeeping-only, tax-return-only, or cosmetic spreadsheet work. If you are preparing for capital, debt, diligence, cash restructuring, or a strategic exit, send a message with the decision you need to make and the timeline you are working against.

  • Business Plan
  • Financial Analysis
  • Financial Modeling
  • Financial Projection
  • Forecasting
  • Financial Reporting
  • Financial Report
  • Budget Management
  • Cash Flow Analysis
  • Financial Management
  • Corporate Finance
  • Company Valuation
  • Business Valuation
  • Venture Capital Consulting
  • Fundraising
  • Due Diligence
  • Mergers & Acquisitions
  • Startup Consulting
  • Growth Strategy
  • Intuit QuickBooks
Joshua O.

Lagos, Nigeria

$10/hr
4.9
14 jobs

I'm a finance and accounting professional with 7+ years of experience helping businesses make better financial decisions through accurate bookkeeping, financial modelling, forecasting, and management reporting. # Financial Modelling & FP&A * 3-statement financial models * Financial forecasting & budgeting * Cash flow projections * Revenue & expense modelling * Break-even & scenario analysis * Business valuation support * Investment & project financial analysis * KPI dashboards and management reports # Bookkeeping & Accounting (QuickBooks Online) * QuickBooks Online setup & cleanup * Chart of Accounts design * Bank & credit card reconciliations * Accounts Payable & Accounts Receivable * Transaction categorization * Month-end & year-end closing * Financial statements (Profit & Loss, Balance Sheet, Cash Flow) * General ledger maintenance # Financial Reporting & Analysis * Monthly management accounts * Budget vs Actual analysis * Profitability analysis * Cash flow management * Variance analysis * Executive financial reporting * Business performance dashboards # Payroll & Compliance Support * Payroll processing support * W-2 & 1099 preparation support * Payroll reconciliations * Payroll journal entries * Expense tracking and documentation * Tax-ready financial records # Business Advisory * Financial process improvement * Internal controls * Cost reduction analysis * Financial planning * Decision support for business owners * Loan and investor-ready financial reports # Industries I Work With * Small businesses * Startups * Professional service firms * Medical & healthcare practices * Real estate businesses * E-commerce businesses * Consultants & freelancers # Why Work With Me? ✓ 7+ years of accounting and finance experience. ✓ MBA and MSc Finance with strong analytical and financial modelling expertise. ✓ Advanced Excel and QuickBooks Online. ✓ Accurate bookkeeping that produces reliable financial reports. ✓ Clear communication and timely delivery. ✓ Experienced supporting US and international businesses remotely. Whether you need clean books, a financial model for investors, cash flow forecasting, budgeting, or monthly financial reporting, I deliver accurate financial information that helps you make confident business decisions. Let's discuss how I can help your business achieve its financial goals.

  • Financial Analysis
  • Bank Reconciliation
  • Digital Marketing Strategy
  • Content Marketing Strategy
  • Financial Reporting
  • Content Writing
  • Financial Analysis & Valuation
  • Financial Modeling
  • Valuation
  • Budget Planning
Mohamed Salama Essa .

Cairo, Egypt

$100/hr
5.0
4 jobs

Need funding, strategic partnerships, or a clear growth plan for your business in the UAE or GCC? I help investors, business owners, and companies structure profitable opportunities, negotiate contracts, secure strategic partnerships, and expand into new markets while reducing risk and accelerating growth. With over 20 years of experience across the UAE and GCC, I have contributed to commercial brokerage transactions, investment projects, corporate finance initiatives, business expansion strategies, and international agreements across multiple industries. My expertise includes: ✔ Investment Consulting & Corporate Finance ✔ Commercial Brokerage & Business Facilitation ✔ Strategic Partnerships & International Agreements ✔ Contract Drafting, Review & Negotiation ✔ Business Development & Market Expansion ✔ Feasibility Studies & Business Planning ✔ UAE & GCC Market Advisory I combine executive-level business insight with practical market experience to help clients make informed decisions, structure stronger deals, and achieve sustainable long-term growth.

  • Business Consulting
  • Investment Strategy
  • Corporate Finance
  • Contract Management
  • Contract Negotiation
  • Business Strategy
  • Legal Agreement
  • Feasibility Study
  • Risk Assessment
  • Project Planning
  • Project Management

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