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Hire the best Financial Plans Freelancers in California

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  • $150 hourly

    • 4.6/5
    • (4 jobs)
    I'm a FINANCE PRO and entrepreneur with 20+ years of experience in FINANCIAL MODELS AND BUSINESS PLANS. With a background in investment banking, capital markets, and management consulting, I have deep expertise in: ADVANCED EXCEL MODELS, professional and polished POWERPOINT PRESENTATIONS, pitch decks, and more. I also have a history of success in MARKETING AND CORPORATE STRATEGY projects. I've really done it all! More recently, I've been working as a FRACTIONAL CFO, creating and overseeing company financials, corporate accounting and reporting tools (including QBO), business models, and revenue forecasts. I have an MBA from UC Berkeley, and a BS in Business from The Wharton School, and I've worked on Wall Street and in Silicon Valley. MY AREAS OF EXPERTISE: Financial Models, Revenue Models Business Plans Corporate Strategy Marketing Strategy Product Marketing Product Monetization Strategic Branding Business Optimization MY SIGNATURE SKILLS: Start-Up CFO, Fractional CFO Business Cases Total Addressable Market (TAM) Assessments Market and Competitive Research Data Analysis Product Roadmaps Go-to-Market (GTM) Frameworks Customer Use Cases Financial Planning & Analysis (FP&A) Financial Forecasting ROI Performance Tracking Equity Valuation Corporate Finance Operational / Organizational Efficiency Improvement
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    Pricing Strategy Consulting
    Data Analysis
    Financial Planning
    Business Planning & Strategy
    Startup Consulting
    Educational
    Budget Management
    Business Valuation
    Business Modeling
    Program Curriculum
    New Product Innovation
    Marketing Strategy
    Business Operations
    Finance & Accounting
    Business Analysis
  • $90 hourly

    • 4.9/5
    • (5 jobs)
    I am passionate about running your initiative effectively to drive the most efficient output - whether it be from a strategy, research, analysis, or implementation perspective, I would love to play the role of someone who gets their hands dirty to dig in and find out what the problems are, and how to prioritize their solves. It would be an honor to at minimum be able to discuss your opportunity and see if there is space for me to help! I have over a decade of experience in managing budgets, strategic initiatives, and managing Tableau analysis for organizations. I have performed this in the retail, grocery, executive search, and restaurant industries. While I may not have the exact expertise in your field, I view analysis as numbers that can tell the story. Let's connect to see if I can help you get your job done
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Projection
    Data Analysis Consultation
    Data Analysis
    Financial Consulting
    Budget Management
    Financial Reporting
    Financial Modeling
    Business Analysis
    Research & Strategy
    Financial Planning
    Change Management
    Presentations
    Microsoft Excel
    Strategy
    Financial Analysis
  • $150 hourly

    • 5.0/5
    • (90 jobs)
    I am a Certified Public Accountant and I own my CPA Professional Corporation, where I provide tax compliance and consulting for individuals, families, small businesses, LLCs, corporations, nonprofits, trusts and estates. I also provide bookkeeping for these various entities. My firm also provides audit and review services for nonprofits and business entities that need to be in compliance or are in need of financials for debt covenant testing or for investor relations. One of the industries served include real estate, where I provide consulting on tax benefits for the entity and/or individual [Section 1031 Exchange, Bonus Depreciation, Cost Segregation, Entity Selection, etc]. I also have exposure to health care, retail, food and beverage, consultants, and more. I am also a Personal Financial Specialist and I own my RIA LLC firm, where I provide asset management on a discretionary basis [rebalancing and structure of portfolios] for various individual accounts, education accounts, retirement accounts, business accounts, nonprofit accounts, trust accounts, and more. I provide financial planning to individuals, families, trusts, estates, and business owners. I take a look at the overall picture of their finances and help them develop a plan for their short term and long term goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Audit
    Accounting
    Estate Planning
    Financial Planning
    Corporate Tax
    Investment Portfolio Review
    Tax Planning & Advisory
    Investment Strategy
    Entity Framework
    Financial Management
    Financial Reporting
    Tax Strategy
    Managerial Finance
    Bookkeeping
  • $120 hourly

    • 5.0/5
    • (18 jobs)
    I’m happy to help with any needs relating to: - Financial modeling - Power BI & Power Query - Fractional CFO Services - Real Estate Analysis - ROI, IRR, NPV analysis - Monthly/Weekly cost tracking - Large data manipulation - Financial Systems Implementation - FP&A best practices
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    Analytical Presentation
    Financial Planning
    SAP Analysis
    Tableau
    Power Query
    Microsoft Power BI
  • $50 hourly

    • 5.0/5
    • (5 jobs)
    I am an experienced Venture Capital Associate with a strong background in financial and operational modeling, particularly within the SaaS startup space. With a keen eye for innovative ventures and a proven track record in investor relations, I specialize in driving growth for startups by bridging the gap between visionary entrepreneurs and strategic investors. Key Expertise Investor Relations & Outreach Strategy: Crafted and executed investor relations strategies that led to successful follow-on funding for portfolio companies. Expertise in creating comprehensive strategy documents, personalized outreach messages, and managing investor communications. Startup Analysis & Due Diligence: Led the deal review process for a leading venture capital fund in SaaS, analyzing and interviewing over 600 startups. Proficient in conducting thorough due diligence, assessing startup potential, and providing actionable recommendations. Operational Management: Managed the onboarding of new hires for a startup studio program. Led the creation of a website using Wix and spearheaded outreach efforts on platforms like Eventbrite, Twitter, Facebook, Instagram, and LinkedIn. Financial Modeling: Skilled in developing detailed financial models that drive investment decisions. Experience includes crafting comprehensive investment reports, such as a detailed report delivered to local government entities on the startup studio's impact. Achievements Successfully developed and managed investor relations strategies that enhanced engagement and secured follow-on funding for multiple startups. Led a thorough and effective review process for over 600 startups, contributing to the strategic selection of successful ventures for a leading SaaS-focused venture capital fund. Created and implemented an operational plan for onboarding new hires and driving online outreach, significantly increasing the visibility and efficiency of the startup studio program. Why Work with Me? With a blend of strategic insight, analytical rigor, and operational expertise, I am well-equipped to support startups and investment firms in navigating the complex landscape of venture capital. Whether you need help with investor relations, startup analysis, or operational management, I bring a results-driven approach that ensures growth and success. Let’s collaborate to bring your vision to life and take your startup to the next level.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Analysis & Valuation
    Startup Pitchbook
    Venture Capital
    Startup Consulting
    Venture Capital Consulting
    Financial Planning
    Business Coaching
    Management Consulting
    Analytical Presentation
  • $100 hourly

    • 5.0/5
    • (4 jobs)
    Hi there! I am a financial analyst for small businesses with 6+ years of combined experience in finance and accounting at Citi and recently-IPO'ed tech startup, Vroom. I am a freelancer who enjoys working with small to mid-sized businesses and help with their financial modeling, P+L/cash flow management, financial budgeting and forecasting, and accounting. I have also founded a CPG e-commerce business, so I understand the in's and out's of small business finance and accounting. With first-hand experience, I can help with bookkeeping, inventory management, and payroll. I can conduct cost-benefit analyses, return on investment (ROI), financial modeling/planning, data clean-up/optimization, and general business consulting using dynamic Excel models. With a business mindset, I can create models and generate financial reports that paint an overall picture of your business health. I am open to roles as ongoing retainers, as an integrated CFO, or on a project basis like bookkeeping! I'm passionate about being a team member that brings value to busy entrepreneurs and their businesses. I have 6+ years of experience in finance, e-commerce, accounting, startups, marketing analytics and have worked with clients in consumer product goods, tech, retail, fashion, and more. My services include: - Excel Modeling & Data Entry - Finance and Data Reporting - Financial Analysis - Financial Projections - Profit and Loss Management - Budgeting - Marketing Analysis - Bookkeeping (Quickbooks) - Business: LLCs, Corps, Contractors
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    Forecasting
    Financial Planning
    Business Modeling
    Financial Modeling
    QuickBooks Online
    Financial Analysis
    VLOOKUP
    Financial Projection
    Microsoft Excel
    Intuit QuickBooks
  • $50 hourly

    • 5.0/5
    • (28 jobs)
    FOR SAAS, ECOMM & REI COMPANIES LOOKING TO SCALE: Want your financial processes and models reviewed by an expert who GUARANTEES to find at least 3 ways to boost profitability within 30 days? I'm offering a FREE 30-minute financial review to uncover issues, identify quick improvements, and provide a 3-month plan to enhance efficiency and profits. No catch. Just actionable insights for your financial success. Interested? Message me for details. INTRO: Is your company struggling with inefficient accounting, inaccurate data, or lack of strategic insights? Tired of navigating complex financial challenges alone, without a clear path to growth? Effective financial management can transform your business. Top companies use these tools to make informed decisions and drive exponential growth. But in today's fast-paced world, keeping up with financial demands can be overwhelming. Sound familiar? That's where I come in... ABOUT ME: For 13 years, I've helped high-growth companies in SaaS, ecommerce & financial services optimize their finances. I audit your current state, identify improvements, and implement strategies to boost operations and decision-making. I work with: 1. SaaS businesses scaling rapidly - Automating processes, improving revenue recognition, and developing data-driven strategies. 2. Ecommerce companies optimizing profitability - Streamlining inventory, improving cash flow, and providing actionable insights. 3. Real Estate companies optimizing the property budgets and improving cash flow. MY EXPERTISE INCLUDES: • Financial audits to identify improvements • Streamlining and automating accounting processes • Ensuring compliance (GAAP, SEC, SOX, etc.) • Developing accurate, data-driven financial models • Providing strategic CFO-level guidance • Optimizing inventory management and cash flow • Managing large investment portfolios • Preparing for successful fundraising rounds FAQs: ➜ "What results can I expect?" Recent client successes: ✔️ Raised $30.5M in venture funding and debt financing ✔️ Generated 75% year-over-year revenue growth ✔️ Facilitated $5M division sale through a Special Purchase Agreement ✔️ Led successful data migrations from multiple ERP and accounting software ✔️ Managed PPP loan forgiveness process for $500K ✔️ Navigated complex IRS and third-party audits ➜ "What sets you apart from other finance professionals?" Several key things: 1. Extensive cross-industry experience in SaaS, ecommerce & real estate, bringing diverse, battle-tested strategies. 2. High-level roles (CFO, Accounting Manager, Senior Platform Operations Accountant) at major companies like Coinbase, managing large portfolios and complex initiatives. 3. Proven track record of driving revenue growth, reducing costs, and improving efficiency. 4. Entrepreneurial mindset as founder/CEO of my own consulting firm, helping navigate challenges and uncover opportunities. 5. Deep technical accounting expertise, including revenue recognition, derivatives, and regulatory compliance. ➜ "What's your pricing structure?" I offer low, affordable fixed rates until I deliver results - no hidden fees. For smaller companies with great potential, I often work for even less than my starter rate. My goal is to help you succeed without breaking the bank. ➜ "What's your process for ensuring success?" Here's my 4-step approach: 1. Audit - Thoroughly review financials, processes, and systems to identify gaps, inefficiencies, and opportunities. 2. Plan - Develop a clear, actionable plan with quick wins for immediate profitability and long-term growth strategies. 3. Implement - Execute the plan, automate processes, upgrade systems, and provide training. Create custom dashboards for real-time visibility. 4. Optimize - Continuously monitor and optimize financials, providing ongoing strategic guidance to help you scale and achieve goals. NEXT STEPS: Book your free 30-minute financial review today. We'll discuss challenges, identify quick wins, and see if we're a good fit. No cost, no obligation - just expert insights for informed decisions about your financial future. ➜ One last thing: I'm willing to put skin in the game and prove my value upfront. Unlike most finance professionals who just talk big, I guarantee results. I'm confident I can deliver real, measurable ROI for your business. Ready to take your financials to the next level and accelerate growth? Let's talk. But don't wait - my calendar is filling up fast and I can only take on a few new clients each month. Book your free review now and let's start unlocking your company's full potential. Looking forward to speaking with you! -Gabriel H.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Plan
    Xero
    Cost Accounting
    Project Accounting
    Financial Planning
    Fund Accounting
    Account Management
    Financial Accounting
    Account Reconciliation
    International Accounting Standards
    Bookkeeping
    Oracle NetSuite
  • $50 hourly

    • 5.0/5
    • (3 jobs)
    I am looking to help a business owner manage the one part of their business, that most do not enjoy! I can help someone manage their accounting long-term, assist in building out the accounting processes, work on short-term projects related to the bookkeeping, or all 3! Skills include, but are not limited to: - Certified in Quickbooks - Strong understanding of GAAP - Analyzing financial statements and accounts - Budgeting and bookkeeping - Process build-outs and process management - Strong analytical and problem solving skills - Organization and attention to detail - Proficient in Microsoft Office, ADP, Gusto, etc - Strong verbal and written communication skills Bachelors of Accounting from University of Northern Iowa Masters of Accounting from University of Northern Iowa
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    Cash Flow Modeling
    Intuit TurboTax
    Financial Reporting
    Financial Planning
    Real Estate
    Financial Accounting
    Microsoft Excel
    Intuit QuickBooks
    Accounting Software
    Accounting Basics
  • $120 hourly

    • 5.0/5
    • (5 jobs)
    Hi, I'm Mandy. I have worked as a Financial Analyst for over 9 years at a fast-paced, rapidly growing SaaS company. Throughout my time, I have gone through an IPO, back to private, and through an additional acquisition by a private equity firm. I have been involved in M&A, budget/forecasting, long-term financial models, an Adaptive Planning integration, & multiple ad-hoc financial models. I worked with the R&D, Engineering, and Customer Service teams and am currently on the Corporate Finance side. I've also worked as a consultant doing financial modeling for a smart city network company, as well as, a Construction SaaS public company and a small fitness business. I run my own online retail business and manage all operations, finances, projections, and accounting. Below are my areas of excellence:  Highly Effective Communication Skills  Expertise in financial modeling, budgeting/forecasting, and financial planning  Self-Motivated and Diligent  Detail Oriented  Results Driven  Proficient in Microsoft Office Suite, Adaptive Planning, and Netsuite
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    Financial Projection
    Financial Modeling
    Financial Report
    Business Modeling
    Budget Management
    Financial Planning
    Personal Budgeting
  • $150 hourly

    • 5.0/5
    • (4 jobs)
    As a 𝐇𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐄𝐱𝐩𝐞𝐫𝐭 with over 16 years of global experience in corporate finance, investment banking, private equity, and personal financial coaching, I provide an integrated approach to help individuals and businesses achieve their financial goals. From budgeting and wealth planning to international tax strategies and business registration, I deliver tailored financial solutions that cover every aspect of your personal and business financial life. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐎𝐟𝐟𝐞𝐫: 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐂𝐨𝐚𝐜𝐡𝐢𝐧𝐠: 𝘉𝘶𝘥𝘨𝘦𝘵𝘪𝘯𝘨 𝘊𝘰𝘢𝘤𝘩𝘪𝘯𝘨: Personalized strategies for managing your finances effectively and reaching your goals. 𝘞𝘦𝘢𝘭𝘵𝘩 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨: Crafting clear plans to build and grow your personal wealth. 𝘙𝘦𝘭𝘢𝘵𝘪𝘰𝘯𝘴𝘩𝘪𝘱 𝘸𝘪𝘵𝘩 𝘔𝘰𝘯𝘦𝘺: Addressing the emotional and psychological aspects of your financial habits to create lasting change. 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐨𝐚𝐜𝐡𝐢𝐧𝐠: 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘔𝘰𝘥𝘦𝘭𝘪𝘯𝘨 & 𝘍𝘰𝘳𝘦𝘤𝘢𝘴𝘵𝘪𝘯𝘨: Custom financial models to guide business growth and financial stability. 𝘉𝘶𝘥𝘨𝘦𝘵𝘪𝘯𝘨 & 𝘊𝘢𝘴𝘩 𝘍𝘭𝘰𝘸 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨: Strategic planning to optimize cash flow and ensure long-term success. 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘗𝘭𝘢𝘯𝘴 & 𝘗𝘪𝘵𝘤𝘩-𝘋𝘦𝘤𝘬 𝘗𝘳𝘦𝘱𝘢𝘳𝘢𝘵𝘪𝘰𝘯: Crafting investor-ready business plans and presentations that capture attention. 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘍𝘪𝘯𝘢𝘯𝘤𝘦 𝘚𝘵𝘳𝘢𝘵𝘦𝘨𝘺: Strategic coaching on profitability, growth, and financial management. 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐓𝐚𝐱 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘛𝘢𝘹 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨: Tailored strategies for minimizing taxes and maximizing opportunities in international markets. 𝘊𝘰𝘮𝘱𝘢𝘯𝘺 𝘙𝘦𝘨𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯:Expert assistance in setting up and structuring businesses across borders. 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘉𝘢𝘯𝘬𝘪𝘯𝘨: Guidance on establishing and managing international bank accounts and transactions. 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈 𝐒𝐞𝐫𝐯𝐞: • Individuals seeking to improve personal financial clarity and wealth planning • Tech Startups, Consumer Products, Fashion, Manufacturing, and more • Entrepreneurs & Business Owners looking to scale or expand internationally • Corporate Executives requiring financial strategy for growth or cross-border operations 𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐌𝐞? I take a holistic approach to finance, addressing both personal and business needs. Whether you’re an individual striving for financial independence or a business navigating international growth, I provide strategic, actionable solutions backed by global expertise across the US, Europe, and the Middle East. 𝐂𝐨𝐦𝐦𝐢𝐭𝐦𝐞𝐧𝐭 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: My commitment doesn’t end with project delivery. I offer follow-up consultations and minor adjustments to ensure you’re completely prepared for your next step, whether that’s securing investors or achieving personal financial goals. 𝐓𝐨𝐨𝐥𝐬 & 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐈 𝐋𝐞𝐯𝐞𝐫𝐚𝐠𝐞: Personal Finance Tools: Excel, Google Sheets, Wave, Xero, QuickBooks Project Management: Trello, Monday, Jira, Asana Corporate Finance & Strategy: Financial modeling, budgeting, cash flow planning, business plans International Business: Tax planning, company registration, international banking 𝐋𝐞𝐭’𝐬 𝐁𝐮𝐢𝐥𝐝 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐅𝐮𝐭𝐮𝐫𝐞 𝐓𝐨𝐠𝐞𝐭𝐡𝐞𝐫: As a Holistic Finance Expert, I bring a full-spectrum approach to both personal finance and corporate strategy. From financial coaching to international tax and business services, I’m here to help you succeed on every level. Let’s work together to achieve financial clarity and growth.
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    Personal Development
    Personal Budgeting
    Personal Finance
    Financial Plan
    Elevator Pitch
    Pitchbook
    Pitch Deck
    Life Coaching
    Coaching
    International Taxation
    Budget Management
    Financial Modeling
    Financial Planning
    Business Plan
  • $100 hourly

    • 5.0/5
    • (8 jobs)
    Hi there, I'm David - My primary goal is to assist individuals like you in achieving financial freedom and a brighter credit future. With my extensive expertise in the realm of credit repair, I am dedicated to supporting you on your journey towards improved credit scores and enhanced financial well-being. I am here to offer my insights and guidance, drawing from years of hands-on experience, to help you navigate the intricate landscape of credit repair. Together, we can work towards building a solid foundation for your credit repair journey, starting from the ground up. By leveraging my knowledge and strategies, you can confidently embark on this exciting venture and make meaningful strides in achieving your goals. Let's connect and explore how I can be of service in your pursuit. I look forward to helping you achieve your goals!
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    Credit Repair
    Credit Report
    Financial Consulting
    Financial Planning
    Credit Scoring
  • $100 hourly

    • 5.0/5
    • (3 jobs)
    Hello, my name is Charles, and I am a lifelong tax advisor, accountant, and financial planner. I have an extensive background in tax and finance. Moreover, I have prepared tax returns for the past seven years and created financial budgets for individuals, companies, and nonprofit organizations. I believe that financial planning can lead to a wealth of better options in the future. I would be happy to assist you in preparing your taxes or creating a budget for your next stage in life!
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    Accounting Principles & Practices
    Administrate
    Accounting Basics
    Finance & Accounting
    Financial Planning
    Budget Proposal
    Budget
    Microsoft Excel
    GAAP
    Accounting
    Tax Preparation
    Tax Accounting
  • $60 hourly

    • 5.0/5
    • (2 jobs)
    I've been working in Finance in various industries for the past 25+ years. I'm experienced in financial planning and analysis, budgeting and forecasting, and cost accounting with a variety of manufacturing companies.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Analysis
    Finance & Accounting
    Budgeting & Forecasting Software
    Financial Model
    SWOT Analysis
    Financial Management
    Cost Accounting
    Financial Planning
  • $80 hourly

    • 5.0/5
    • (4 jobs)
    Hey there, I'm Abel Mora a leading Accountant, Fractional CFO & Cashflow Expert, Financial Coach, Entrepreneur, & Serial Business Owner. I have audited & saved Solopreneurs & Small Business owners just like you! Whether business is booming or challenging, I can fix your financials & improve your burn rate, cash flow, & bottom line. I've been in your shoes & can guide you in layman's terms how to transform your business financial situation. 🍻As a bonus you will have me as a Financial Accountability Partner to make big things happen! 💡 If you use QuickBooks Online or Excel spreadsheets, you are in good hands. Perks of Abel in your Business⬇️ • Completely hands-on, obsess & brainstorm for you. I can handle any complex issue! • Leader, guider, & huge problem-solver. I've owned 2 businesses & coached entrepreneurs. • Laser-focused until we're done. Fast communicator. • I will be your positivity, dependability, motivator & guider! • Extensive network of experts to save any project. Abel's Highlights ⬇️ 👉CFO/Accounting & Coaching 🚀 • QuickBooks Online setup/migration or train you & your team • CFO/Accounting/Bookkeeping monthly service • EMERGENCY catch-ups, pre-tax prep, clean-up before audits • Financial reporting & build-out, Executive dashboards, cash flow analysis • Financial audit, cashflow repair • Leadership, accountability, strategic brainstorming, Masterminding 👉Airbnb 🏘️ • Airbnb business setup, hiring, revenue/pricing properties, furnishing & decorating • Airbnb scaling, automating your business, tracking financials & KPIs 💡 CFO Projects: Fractional CFO | Financial Analysis | Budgeting and Forecasting | Cash Flow Optimization | Financial Reporting | Budgeting & Cost Control | Financial Reporting & Analysis | Cash Flow Management | Business Process Audit | Financial Reporting | Financial Coach | Financial Analysis | Business Management | Budget Planning | Microsoft Excel | Business & Financial Analyst | Chief Financial Officer | Virtual CFO | Financial Management/CFO | CFO Financial Analyst | Fractional CFO support | Virtual CFO Services | Financial Planning | Excel Expert | Accounting | QuickBooks Online | Business Consulting for Operations, Financials, Cashflow Analysis | Accountability Buddy/Coach | Personal & Business Budgeting/Financial Overhaul I am flexible. Throw your problems my way. 😎 ⚔️Get help from the best. Blow past your business or personal limits. Financial, operational, habits, schedule, limiting beliefs. Get on top of the world, set your biggest goals. Let's make it happen. Thanks & warm regards. Abel M.
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    Finance & Accounting
    Financial Report
    Personal Budgeting
    Budget Planning
    Business Consulting
    Financial Analysis
    Bookkeeping
    Financial Planning
    Accounting
    Business Coaching
  • $35 hourly

    • 5.0/5
    • (2 jobs)
    🌟 Certified Financial Planner & IRS Enrolled Agent Welcome to my profile! I am a seasoned Certified Financial Planner with a strong focus on delivering comprehensive financial solutions. Specializing in tax planning, retirement strategies, investment management, and insurance solutions, I bring a wealth of expertise to help individuals and businesses navigate the complexities of their financial landscapes. What Sets Me Apart: 🔍 Tax Planning Expertise: As an IRS Enrolled Agent, I am equipped to provide meticulous tax planning services, ensuring clients maximize deductions, minimize liabilities, and stay compliant with the latest tax regulations. 💼 Holistic Financial Guidance: My approach extends beyond tax matters. I provide personalized retirement planning strategies tailored to individual goals and risk tolerance, along with robust investment strategies to optimize financial portfolios. 🛡️ Insurance Solutions: Safeguarding your future is paramount. I offer a range of insurance solutions, carefully tailored to protect against unforeseen events and secure your financial well-being. Why Choose Me: 🌐 Proven Track Record: Over the years, I've successfully guided numerous clients towards financial success, helping them achieve their short-term objectives and secure a stable future. 📚 Continuous Learning: In the ever-evolving financial landscape, I stay ahead by continuously updating my knowledge. I am committed to staying informed about the latest industry trends and regulatory changes to provide the most relevant advice. 💬 Client-Centric Approach: Communication is key. I believe in fostering strong client relationships through open and transparent communication. Your financial goals are my top priority, and I am dedicated to helping you achieve them. Let's embark on a journey to secure your financial future. Whether you need expert tax advice, retirement planning, or comprehensive financial guidance, I am here to help. Feel free to reach out, and let's discuss how we can work together to achieve your financial objectives.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Planning
    QuickBooks Online
    Intuit Proconnect Tax
    Certified Financial Planner
    Tax Preparation
  • $35 hourly

    • 5.0/5
    • (16 jobs)
    🏆 Featured in the Los Angeles Business Journal, Bisnow and Costar. Financial & Business Consultant with expertise in: ✅Financial Modeling: Advanced models for budgeting, forecasting, and investment analysis. ✅Business Planning: Comprehensive plans for startups and established businesses, including market analysis and strategic road maps. Why Choose Me? ✅Successfully supported over 1000 clients globally. ✅Precision in financial data, ensuring accuracy and reliability. ✅Tailored strategies to meet specific business needs. ✅Commitment to meeting deadlines with top-quality work.
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    Xero
    Finance & Accounting
    Market Analysis
    Fundraising
    Business Proposal
    Business Writing
    QuickBooks Online
    Intuit QuickBooks
    Financial Analysis
    Pitch Deck
    Financial Modeling
    Business Plan
    Financial Planning
    Bookkeeping
    Accounting
  • $85 hourly

    • 5.0/5
    • (1 job)
    I’m a business expert experienced in writing wining plans for your startup or existing businesses. Whether you’re trying to win grant, kickstart your business, or secure investors, I can help. Knows Microsoft word Full project management from start to finish Regular communication is important to me, so let’s keep in touch.
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    Data Cleaning
    Business Application Development Language
    Business
    Financial Planning
    Writing
    Business Proposal Writing
    Grant Proposal
    Data Analytics
    Business Plan
  • $40 hourly

    • 5.0/5
    • (1 job)
    SUMMARY Highly-motivated and adaptable individual with a strong work ethic and exceptional interpersonal skills. Proven ability to tackle challenges and deliver results.
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    AI App Development
    AI Chatbot
    Website
    Design Enhancement
    Philosophy
    Physical Fitness
    Financial Planning
  • $75 hourly

    • 5.0/5
    • (2 jobs)
    I am a distinguished graduate from UC Berkeley with a major in Economics and Data Science with entry-level experience in the finance industry. Having cultivated expertise through impactful roles at renowned organizations like Ernst & Young, Energy Producing Retail Realty, and Cohen Goldstein Investment Strategies, I have demonstrated proficiency in audit, finance, and real estate operations. Professional Expertise: -Comprehensive audit and financial analysis at Ernst & Young -Advanced Excel modeling for financial forecasting -Real estate underwriting and property cash flow projection -Leasing activities and rent roll creation and management -Private equity operations and distressed property improvement -Investor relations -Large dataset analysis -Development of rent portal applications -Compliance with GAAP standards for financial statement preparation -Execution of fully integrated and dynamic three-statement models -Proficiency in Discounted Cashflow (DCF) and Leveraged Buyout (LBO) models -Skillful handling of Internal Rate of Return (IRR) and Return on Investment (ROI) models -Experience in Mergers & Acquisitions (M&A) modeling -Real Estate Net Asset Value (NAV) modeling -Expertise in KPI buildouts and business case writing -Investor presentations and pitch deck creation -In-depth investment and equity research capabilities -Fluent use of Microsoft Office, Salesforce, Python, R, ROPI, and DCF modeling -Ratio analysis and data analysis expertise -Portfolio management skills -Bilingual proficiency in English and Hebrew Professional Experience - Ernst & Young, Audit - Technology Companies June 2022 - August 2022 Conducted comprehensive balance sheet analyses for technology companies. Prepared accurate financial statements adhering to GAAP standards. - Energy Producing Retail Realty February 2022 - May 2022 Developed intricate Excel models, including the Waterfall Structure for projecting property cash flow. Contributed to clean energy-focused real estate development efforts. -Cohen Goldstein Investment Strategies (Los Angeles), Assistant to VP of Operations August 2019 - August 2020 Managed weekly reports for multifamily properties, enhancing operational insights. Facilitated leasing activities and contributed to the development of a rent portal application. Spearheaded investor relations and coordinated data analysis for potential deals. Education University of California at Berkeley, Berkeley Bachelor of Arts in Economics and Data Science | Graduation: May 2023 Licenses/Certifications: -California Department of Real Estate Salesperson License #02101680 -Berkeley Charter of Professional Accountancy - Certificate in accounting through UC Berkeley. I am known for my unwavering commitment to deadlines and transparent communication. Armed with a diverse skill set spanning financial modeling, real estate, and data analytics, I consistently exceed expectations. Don't pass up the opportunity to collaborate with a dedicated professional who ensures excellence in every project.
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    Financial Planning
    Information Analysis
    Microsoft Office
    Project Management
    Financial Reporting
    Financial Analysis
    Analytical Presentation
    Data Analysis
  • $60 hourly

    • 5.0/5
    • (0 jobs)
    I'm an experienced finance professional with an eye for detail. I like working on projects I can own from start to finish.
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    Management Skills
    Wealth Management
    Financial Planning
    Business
    Business Management
  • $150 hourly

    • 5.0/5
    • (1 job)
    J.P. Morgan investment banking alum (5-years) and Accordion Partners strategic FP&A alum (3-years). Expert in financial modeling, budgeting and forecasting, CIM development, monthly reporting packages, PowerBI integrations and other strategic financial analysis. B.A. Economics, University of California, Berkeley
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    Financial Presentation
    Financial Projection
    Financial Planning
    Financial Consulting
    Financial Software
    Financial Reporting
    Financial Report
    Financial Plan
    Financial Analysis & Valuation
    Financial Modeling
    Financial Model
    Financial Accounting
    Financial Analysis
    Finance & Accounting
    Finance
  • $45 hourly

    • 5.0/5
    • (1 job)
    I am looking for work that allows me to use the knowledge and experience I have acquired throughout my professional and personal endeavors in life. I have a deep passion for problem-solving, and making sense out of chaos. ** I believe that communication is the critical key to success and client satisfaction. - My clients always know what to expect, when to expect it, and what it will cost. ** If I can perform the work requested, I will tell you. I will also tell you if I can't. I believe it is important to be honest and upfront. ** If you don't see what you need listed, please ask. I have experience in many areas. List of Skills (not all skills are listed): Advanced project management skills on complex and high-risk projects Process improvement Problem solving, mitigation, coaching and mentoring, relationship management Development of training materials and training facilitation Executive administration, meeting coordination and agendas, schedule management Organize, lead and facilitate virtual meetings Home management; maintenance, improvement, purging and staging Financial planning and management Relationship workshop for couples (4 hour course) Proof reading ! Note: Hourly rate may vary depending on services requested.
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    Home & Garden
    Home Staging
    Hosting Online Meetings
    Budget Planning
    Financial Planning
    Event Planning
    Scheduling
    Calendar Management
    Zoom Video Conferencing
    Budget Management
    Microsoft Teams
    Microsoft PowerPoint
    Microsoft Excel
    Microsoft Word
    Microsoft Project
  • $110 hourly

    • 5.0/5
    • (11 jobs)
    I currently hold the position of Financial Analyst at Keck Medicine of USC, where I adeptly oversee a substantial $20 million operations budget. My expertise lies in the strategic management of finances, encompassing tasks such as generating comprehensive monthly reports, conducting meticulous variance analyses, ensuring accurate bookkeeping, and delivering a spectrum of internal accounting services. Beyond these responsibilities, I take pride in my ability to enhance overall business efficiency. My proficiency extends to the identification and resolution of complex problems, enabling me to create innovative solutions that optimize the management and analysis of business data. This commitment positions me as an invaluable asset in facilitating sound business decisions through insightful financial analysis.
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    Tagalog
    English
    Financial Analysis
    Financial Modeling
    Financial Planning
    Financial Model
    Visual Basic for Applications
    Microsoft Office
    Workday
    Cognos
    Adobe Creative Suite
    Financial Projection
    Financial Report
    Intuit QuickBooks
    SAP
  • $30 hourly

    • 0.0/5
    • (1 job)
    With more than 15 years in customer service/sales and operations, I am adept in team leadership, project coordination, and process improvements. I am organized and I have a solid foundation and passion for efficiency and productivity. I am a quick learner, and I attribute my success to my interpersonal skills and my ability to build strong relationships.
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    Administrative Support
    Customer Service
    Organizational Background
    Time Management
    Data Entry
    Microsoft Office
    Financial Planning
    Office Management
    Microsoft Excel
  • $85 hourly

    • 0.0/5
    • (0 jobs)
    Need a fresh, human perspective? I offer advice and support from a real person. Whether you're facing a tough decision or just need a sounding board, I'm here to help. No more bots. Our experienced consultants will listen, understand, and offer practical advice. Choose your plan: QQ: Quick Questions - $10 (2-3 min call) Daily Check-Ins: Quick chats to keep you going (15 min) Weekly Deep Dives: In-depth discussions for big questions. (30 min) Monthly Mentorship: A long-term partnership for growth. (1hr) Ready to start? Let's talk.
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    Business Management
    Financial Planning
    Business Consulting
    Website Prototyping
    Business Plan
    Marketing Strategy
    Sales
    Information Technology Operations
    Market Research
    Market Analysis
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Forecasting • Strategic Planning • Operational / Variance Analysis • M&A Due Diligence • Dashboards • Board Reports • Deloitte Twenty-seven years of experience planning, developing, and leading financial analysis projects with proven expertise in GAAP-compliant business plans with rolling updates. Create valuations and resource allocation / capacity utilization analyses. Develops presentations and dashboards for executive management and boards of directors. C-level advisor in industries spanning SaaS, ecommerce, financial services, technology, healthcare IT, manufacturing, new and old media.
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    Financial Planning
    Corporate Finance
    Financial Modeling
    Business Consulting
    Business Modeling
    Business Valuation
    Business Plan
    Business Analysis
    Strategic Plan
  • $250 hourly

    • 4.1/5
    • (32 jobs)
    A seasoned corporate finance/accounting professional with ~15 years of experience across North America and Asia, in ❇️Corporate Finance( Project Finance and Financial Planning & Analysis - FP&A ) ❇️Investment Banking ❇️Private Equity ❇️Venture Capital ❇️Corp. Strategy and Development (M&A, Investments, Operations, Investor Relations) ❇️Accounting and Auditing Active Charter Holder of the following professional certifications: ✳️Chartered Financial Analyst (CFA) ✳️Chartered Professional Accountant (CPA) ✳️Chartered Accountant (CA) ✳️Certified Quickbooks Advanced ProAdvisor I have worked with start-ups and multi-billion public global companies. Industries that I worked at include: 🔶Tech (SaaS, health tech, legal tech, consumer products, share economy, and more) 🔶Financial Institutions ( Global Top 20 Investment Bank, Big 4 Accounting Firm, Private equity/venture capital/asset management firms, and Insurance groups) 🔶Consumer Products 🔶Healthcare 🔶Real Estate ( Commercial - retail/franchise and Residential) 🔶Energy (Gas&Mining, Green Energy) 🔶And more Education: 🔆 MBA (Management and Accounting Track) from the University of Toronto 🔆 Bachelor in Economics/Actuarial Science I provide virtual financial advisory and accounting services to companies that have a need for agile and high-quality services without heavy investment in a full-time resource. ⭐ Fundraising Strategy: I have worked with companies that go through the full circle of equity, debt, and mergers & acquisition financing. ✅ Financial Forecasting/Modelling ✅ Market Sizing and Feasibility Research ✅ Comprehensive Business Plans ✅ Investor Memos/Pitchbooks ✅ Valuation and Pre-money valuation for different business stages ✅ Investment Research ✅ Growth plan and use of proceeds strategy ✅ Long-term support: weekly/monthly update meetings ✅ And more ⭐ Transaction advisory: I have advised companies of various sizes in all stages of mergers & acquisitions, IPOs, and corporate strategy projects. ✅ Mergers and acquisitions ✅ Initial public offerings (IPOs) ✅ Corporate Strategy projects ✅ And more ⭐ Virtual CFO Service: Projects I have worked on include external audit/review/compilation projects, financial statements preparation, IPO due diligence, financial modeling, corporate valuation, strategic financial and operational planning, and individual and corporate tax planning and preparation. ✅ Financial statement preparation ✅ Budgeting, forecasting, and projections ✅ Advanced Financial Modelling and Valuations ✅ Financial projections and proformas ✅ ROI analysis ✅ Strategic financial and operational planning ✅ Operational analysis and support ✅ And more ⭐ Career Development Service: Over the years, I have mentored many people in developing their careers in the financial industry, including venture capital, private equity, investment banking, public accounting, and financial services providers. ✅ Career consulting ✅ Customized editing for resume, cover letter, networking email, LinkedIn profile etc. ✅ Industry-tailored mock interview, both behavioral and technical ✅ Advanced Excel and financial modeling training (can be industry-tailored) ✅ Networking strategy development ✅ And more Feel free to contact me if you have any questions. I look forward to working with you!
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    Company Valuation
    Financial Analysis
    Financial Planning
    CPA
    Mergers & Acquisitions
    Fundraising
    Investment Banking
    Chartered Financial Analyst
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Private Equity
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