27 Best Financial Plans Freelancers For Hire In New Jersey

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$75 hourly
- 5.0/5
- (49 jobs)
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.

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
$60 hourly
- 5.0/5
- (14 jobs)
I am a finance professional with over 10 years of experience with ledger accounting, budgeting, advanced Excel, book keeping, financial modeling and much more. I pride myself in providing high quality reporting that is insightful and to the point, as well as meaningful for businesses to make decisions. I work full time as a Senior Financial Analyst, but want to expand my portfolio of work so as to not limit my skills to only one organization. I am a master at Excel, Quick Books, Adaptive Insights and ERP systems. I have a strong attention to detail and can provide high quality work. In addition to my technical abilities, I love getting to know my business partners whom I support, and engaging in meetings. I look forward to working with you!

Financial Plans
Workday Adaptive Planning
Financial Planning
Personal Budgeting
Bookkeeping
Financial Modeling
Microsoft Word
Budget Management
General Ledger
Microsoft Excel
$113 hourly
- 5.0/5
- (9 jobs)
I am an emergency physician well-versed in research with multiple peer reviewed articles. I look forward to helping you with your projects in anyway I can with my medical knowledge and medical writing ability.

Financial Plans
CV
Financial Plan
Financial Planning
Medical Editing
Medical Writing
Medicine
Medical Report
Medical Terminology
Article
$40 hourly
- 5.0/5
- (5 jobs)
PROFESSIONAL CAREER 20+ years' experience in corporate real estate finance with the requisite skill set in real estate development and property/portfolio management balancing the acquisition, financing, construction, and property management process—managing all phases of throughout the investment life-cycle process including master-planned communities and multifamily housing (college housing, affordable housing using tax credits, and military housing) mix-use office buildings, retail-anchored shopping centers, life science offices and lab spaces, and large-scale utility projects. Expertise underwriting institutional real estate projects, both acquisitions and dispositions, navigating a delicate balance between operating income to offset construction costs—adept at leading a large group of people, managing a diverse group of projects, collaborating with accounting to management, construction firms, architects and engineers teams—monitoring both construction projects and economic performance, from ground-up development (GUD) to large-scale capital improvement projects; at the same time, ensuring operational efficiencies by enhancing asset value and protecting investment returns, parallel to meeting compliance requirements in a wide range of financial structures. Management experience devoted to creating value and making a direct impact to cash flow. Detailed oriented, possessing a high analytical capacity in both monitoring performance and underwriting complex financial structures, providing competitive pricing, managing personnel, research, and monitoring economic conditions—balancing acquisition financing and operational management, making a robust effort in benchmarking performance and yielding higher rate of returns. Strong background in both asset management and project management, with professional administrative management experience serving in a supervisory capacity, working for major organizations, demonstrating effective leadership in bringing strategic goals to fruition. Years of extensive experience, in both public and private sectors, with the proverbial record of success dealing with management issues, ensuring projects achieve operational efficiencies—from the consequence of knowledge gaps in complicated areas of demarcation between property/facility management’s roles and responsibilities. Management responsibilities include overseeing a host of different players, in concert with aligning project resources for execution—a collaboration between construction and property management, monitoring performance through construction costs, capital improvements, and operating budgets. Asset Management responsibilities include financial oversight, supervision, relationship, and portfolio management—taking a conservation approach to underwriting and vetting projects, seeking out best in management practices, using sustainability goals in minimizing operating costs and project risk-with the ability to quickly spot trends and identify outliers before becoming a significant problem. Project management experience includes +$2B in acquisition financing, $1.5B project construction oversight (residential housing, office buildings and retail-anchored shopping centers) — well-versed in construction, finance, asset management. OPERATIONS: implementing cash flow management systems to create synergies and operational efficiencies, providing a reduction in operating expenses, improving cash flow and liquidity. DEVELOPMENT & CONSTRUCTION: comprehensive review, performing due diligence and detailed financial models to ensure project feasibility and financial viability, balancing projected sources and uses of funding—counter to operating revenue in meeting projected debt service requirements. Successfully closed $2B in project acquisition managing +$1.5B in construction financing.

Financial Plans
Market Analysis
Cash Flow Analysis
Property Management
Capital Markets
Capital Expenditure
Underwriting
Commercial Real Estate Photography
Real Estate Financial Modeling
Real Estate Financial Model
Financial Projection
Financial Presentation
Financial Planning
Financial Model
Financial Analysis & Valuation
$50 hourly
- 0.0/5
- (0 jobs)
I am a highly motivated, passion seeking individual looking to bring confidence, accountability, and trust to all. Through growing my own grill cleaning business since my sophomore year of college, to becoming a licensed CPA in the State of New Jersey, I know what it takes to provide quality output. My strong suits include serving others, time management, business and financial decision making, and entrepreneurship. I am always looking to solve problems and will stop at nothing to find the answer. I have the ability to tackle any obstacle in my way. Through being a student athlete in college for four years, running a successful grill cleaning business, and passing a national accredited CPA exam, I have amassed a great deal of purpose, confidence and leadership attributes. I have no doubt I am ready for any task at hand, and I look forward to working with you.

Financial Plans
GAAP
Financial Reporting
Project Accounting
Cost Accounting
Accounting Software
Accounting Basics
Business Management
Time Management
Financial Planning
Entrepreneurship
Bank Reconciliation
Payroll Accounting
Accounts Receivable
Accounts Payable
Microsoft Excel
$75 hourly
- 0.0/5
- (1 job)
I provide fractional CFO & Controller services customized based on your firm's unique needs and size, as you grow. - 13 years of accounting experience in Venture Capital and Private Equity Industry - Prior experience working with Big Four accounting firms (EY, KPMG and Deloitte) - Experience working with clients with $10 million - $200 million turnover Are you a growing business in need of a fractional CFO or Controller to efficiently manage your finances and books as you scale? Contact us for customized Controller/CFO solutions designed to meet your firm’s unique needs!

Financial Plans
Private Equity
Venture Capital
Financial Modeling
Financial Management
Financial Accounting
Financial Projection
Financial Plan
Accounting Advisory
Financial Consulting
Financial Analysis
Financial Analysis & Valuation
Finance & Accounting
Management Consulting
Financial Planning
Accounting
$100 hourly
- 0.0/5
- (1 job)
Jason Galovic is a seasoned financial professional with a proven track record in providing comprehensive accounting and finance solutions to senior management. He excels in cost reduction, inventory management, and day-to-day accounting operations, ensuring timely audits and seamless collaboration with external CPA firms. Jason’s expertise extends to process improvements and ERP implementations within both corporate environments and small to medium-sized businesses. With a strong background in financial reporting, cash forecasting, budgeting, month-end close procedures, and preparing P&L statements and balance sheet reconciliations, Jason is critical in driving financial success. His industry experience spans to Consumer Products, Luxury Apparel, Beauty and Cosmetics, Bar & Restuarants, Manufacturing, and Construction. Jason also possesses extensive knowledge of licensing and contract negotiations, having worked with renowned companies such as Ralph Lauren, where he served as Licensing Manager, and Coty, where he was the Director of Finance for Licensing. At EDG Consulting, we offer comprehensive outsourced financial services tailored to your needs. Our core services include: - Fractional CFO Services - Month-end Close and Financial Reporting - Account Reconciliations and Bookkeeping - ERP Implementations - Licensing and Contract Negotiations

Financial Plans
Contract Negotiation
Logistics Management
Licensing Agreement
Brand Licensing
Licensing
Bank Reconciliation
Financial Analysis
Budget Planning
Month-End Close Assistance
Cash Flow Analysis
Cash Flow Modeling
Financial Planning
Bookkeeping
Accounting Basics
Accounting
$50 hourly
- 0.0/5
- (0 jobs)
Hi, I’m Rick, a seasoned ad copywriter with years of experience crafting compelling and results-driven content. I specialize in creating engaging and persuasive ads tailored to meet your unique needs, ensuring maximum impact and ROI. Whether it’s for social media, email marketing, or web copy, I deliver top-notch content that resonates with your target audience. Let me help you bring your vision to life with precision and creativity.

Financial Plans
Business Analysis
Project Management
Content Strategy
Accounting Basics
Management Consulting
Analytical Presentation
Financial Planning
$35 hourly
- 0.0/5
- (0 jobs)
Hi there! I’m a versatile professional with a degree in Economics and Sustainable Business and extensive experience in research, business strategy, and financial planning, and personalized services. Currently working as an Investment Associate at the largest media agency in the U.S., I bring a unique blend of analytical skills, strategic thinking, and creative problem-solving to every project. Services I Offer: - Grant Writing and Consulting: Crafting compelling grant proposals to secure funding for organizations. - Research and Analysis: Conducting in-depth market, sustainability, and academic research tailored to your needs. - Business Writing: Creating professional reports, presentations, and strategic documents. - Financial Planning and Budget Management: Building customized financial strategies and budgets to help individuals and businesses succeed. - Application Consulting: Providing guidance and support for job, scholarship, and academic applications. - Travel Planning: Organizing personalized travel itineraries, ensuring seamless trips for business or leisure with amazing discounts. -Personal Shopping: Helping clients curate the perfect wardrobe, gifts, or essentials with a focus on quality and style for discounted prices. Key Skills; - Expert in data analysis and visualization (Excel, Power BI, Google Analytics, Canva, Google suite). - Proficient in strategic planning and sustainability reporting. - Skilled at content creation and digital marketing for social media platforms. - Excellent communicator with experience in grant writing, proposals, and business correspondence. - Strong background in budgeting, financial forecasting, and investment analysis. -Proven expertise in travel research and itinerary customisation. -Experienced in providing tailored shopping recommendations based on client needs. - Proven ability to deliver high-quality results under tight deadlines. Why Work With Me? I combine my economics and business expertise with a passion for creating impactful solutions and personalized services. Whether you need an engaging grant proposal, actionable research, a dream travel itinerary, or assistance with personal shopping, I am committed to delivering work that exceeds your expectations. Let’s work together to bring your project to life—message me today!

Financial Plans
Business
Writing
Professional Tone
Business Writing
Proofreading
Academic Editing
Sustainability
Microsoft Excel
Budget Visualization
Budget Planning
Consultation Session
Grant Writing Consultation
Grant Application
Financial Planning
$120 hourly
- 0.0/5
- (0 jobs)
As an accounting and finance professional with over 20 years of experience, my main goal is to help businesses like yours thrive by providing top-notch services. I have worked with various companies in different industries, from startups to established corporations, and have helped them achieve their financial goals. I understand that running a business can be overwhelming, especially when it comes to managing finances. That's where I come in - to ease your burden and provide you with expert advice on how to improve your financial standing. Whether it's creating budgets, handling taxes or analyzing financial statements, I am equipped with the knowledge and skills to assist you every step of the way.

Financial Plans
Performance Measurement
Data Analytics & Visualization Software
ERP Software
Implementation
Automation
Mergers & Acquisitions
SEC Reporting
Financial Reporting
Internal Control
GAAP
Business Coaching
Career Coaching
Financial Planning
Bookkeeping
Accounting
$38 hourly
- 0.0/5
- (0 jobs)
“Versatile Professional Offering Expertise in Data Entry, Coaching, and Tutoring” As a dedicated professional, I bring a diverse skill set to meet your needs. With a background in healthcare and a passion for helping others, I excel in: • Data Entry: Accurate, efficient, and detail-oriented support for your administrative tasks. • Coaching: Providing personalized financial, health, and life coaching to guide individuals toward their goals. • Tutoring: Offering tailored educational support for learners in need of academic or skill development. My adaptability and commitment to excellence ensure that I can contribute effectively to various projects beyond healthcare.

Financial Plans
Accounting Basics
Coaching
Bookkeeping
Financial Planning
$75 hourly
- 0.0/5
- (1 job)
FINANCE SPECIALIST FINANCIAL PLANNING & ANALYSIS (FP&A) | PROJECT MANAGEMENT | PROCESS IMPROVEMENT Financial consultant who naturally gravitates to transforming processes and building efficient solutions. Resultsoriented entrepreneur with a passion for procedures, technology, and details who deploys solid self-management, organizational, written, and verbal communication abilities. Exceptional team leader and collaborative professional who seamlessly handles and prioritizes multiple, concurrent projects. Bilingual fluency in Polish and English.

Financial Plans
Management Consulting
Accounting
Accounting Basics
Analytical Presentation
Financial Planning
$45 hourly
- 0.0/5
- (0 jobs)
PROFESSIONAL SUMMARY Senior Consultant with over 13 years of extensive expertise in financial analysis, budget management, and due diligence processes. Proficient in advanced Excel functions, including VLOOKUP and Pivot Tables, with a strong track record in optimizing budget allocations and identifying financial discrepancies. Adept at conducting thorough financial analyses and preparing detailed reports, demonstrating a commitment to accuracy and strategic financial planning.

Financial Plans
Due Diligence
Analytical Presentation
Management Consulting
Financial Planning
Accounting Basics
Accounting
$100 hourly
- 0.0/5
- (0 jobs)
I have always been someone who enjoys managing tasks, solving problems, and finding ways to improve processes. Growing up in a business family, I was surrounded by discussions about strategy and operations, which made me realize how crucial effective management is to achieving success. Initially, I studied Computer Science because I was fascinated by technology, but over time, I came to understand that the real potential lies in combining technical expertise with strategic thinking. This realization led me to switch my focus to Management and Systems at NYU, where I am gaining a solid understanding of how to merge these two fields. Throughout my journey, I have had the opportunity to work in diverse roles, starting as an SEO and Web Developer intern, and later moving into marketing. In these positions, I not only honed my technical skills but also learned how to apply technology to solve real-world business challenges. Whether it involved optimizing websites for better user engagement or creating marketing strategies that increased client visibility, I discovered that the best results come when technology is used with purpose and strategy. Now, as I continue my studies at NYU, I am excited to take the next step in my career. I am seeking opportunities where I can apply my knowledge in Data Science, Business Analytics, or Project Management to help organizations make smarter decisions and drive meaningful change. I enjoy using data and technology to inform strategies, solve complex problems, and ultimately achieve impactful outcomes.

Financial Plans
Continuing Professional Development
Analytical Presentation
Business Coaching
Career Coaching
Coaching
Management Consulting
Financial Planning
$100 hourly
- 0.0/5
- (0 jobs)
I am a Finance Manager experienced in building detailed financial models for large SaaS enterprises. Whether you are a small/medium/large business, all businesses require some sort of cash modeling to be successful.

Financial Plans
Continuing Professional Development
Career Coaching
Analytical Presentation
Coaching
Financial Planning
$40 hourly
- 0.0/5
- (0 jobs)
Summary Industrious Accounts Executive knowledgeable about customer relations, sales, and business planning. Strategic leader with a creative attention to detail and strong communication skills.

Financial Plans
Financial Planning
Accounting Basics
Light Bookkeeping
Bookkeeping
Accounting
$40 hourly
- 0.0/5
- (0 jobs)
Professional Summary Detail-oriented Billing Analyst with 1 years of experience enforcing performance on client accounts. Reviews borrowing and payment history in light of other metrics predicting account performance to recommend and implement effective collections policy. Dedicated to service through maximizing returns.

Financial Plans
Accounting Basics
Financial Planning
Bookkeeping
Accounting
$140 hourly
- 0.0/5
- (0 jobs)
Results-driven Global Strategic Finance Leader with 15 years of experience leading financial operational excellence in financial services. Expertise in translating complex financial data into actionable insights, managing stakeholder relationships and technological process improvements. Proven track record of driving financial growth and profitability through strategic planning, risk management, and operational excellence. Passionate about analyzing financial data, helping teams work cross-functionally, optimizing resources, market research, systems, and industry knowledge

Financial Plans
Cash Flow Analysis
Revenue Management
Executive Summary
KPI Metric Development
Forecasting
Budget Planning
Financial Modeling
Financial Statement
Financial Analysis & Valuation
Financial Accounting
Financial Reporting
Financial Presentation
Leadership Skills
Management Consulting
Financial Planning
$100 hourly
- 0.0/5
- (0 jobs)
In addition to my strong background and experience in Finance over the past, I have had many different types of roles (from financial analysis and budgeting to strategy and recruiting) which have allowed me to build superior skills in: • managing different organizational constituents simultaneously to accomplish a common goal • viewing projects from the highest level to ensure its completion yet also focusing on the details needed to finalize • leading a team both up and down—that is, managing direct reports and senior leaders • multitasking competing deadlines and deliverables

Financial Plans
HR & Business Services
Recruiting
Analytical Presentation
Financial Planning
$65 hourly
- 0.0/5
- (0 jobs)
Results -driven and skilled finance professional with experience in general accounting, conducting financial analysis, managing budgets, calculating accruals and supporting cross-functional teams. Proficiency in developing insightful suggestions for investment, conducting financial reporting and implementing financial systems and strategies. Expert in financial planning, data analysis and budget management.

Financial Plans
Process Improvement
Cross Functional Team Leadership
Cash Flow Analysis
Vendor Management
Demand Planning
Clinical Trial
Forecasting
Startup Company
Cost Variance Analysis
Accounting
Financial Planning
Pharmaceutical Industry
Budget Management
Corporate Finance
$33 hourly
- 0.0/5
- (0 jobs)
I currently work full-time as a Manager in the Finance Department at Rutgers University, with over 9 years of experience in financial analysis, data reporting, and process optimization. My role allows me to work three days from home and provides a flexible schedule, enabling me to dedicate time to part-time remote freelance projects. I am seeking fully remote, part-time opportunities that offer 15 to 20 hours per week with flexible, deadline-driven schedules. My expertise includes data entry, financial data reconciliation, dashboard creation, and Mandarin-related projects. I am available after 4 PM on weekdays, as well as evenings and weekends. I am highly detail-oriented, efficient, and committed to delivering top-quality results tailored to client needs. Let me know if you'd like further tweaks!

Financial Plans
Chinese
Accounting
Financial Planning
Accounting Basics
Bookkeeping
$100 hourly
- 0.0/5
- (0 jobs)
Senior professional with 15+ years of experience in finance and operations crossing several industries; retail, wholesale, media and real estate. A motivated self-starter with strong excel, reconciliation, analytical and problem-solving abilities. I create value through strategic analysis, innovative thinking and process improvement.

Financial Plans
Financial Planning
Analytics Dashboard
Payroll Reconciliation
Account Reconciliation
Forecasting
Budget Management
Retail & Wholesale
Corporate Finance
Project Finance
Financial Analysis
Microsoft Excel
Dashboard
Analytics
Accounting Basics
Bookkeeping
$100 hourly
- 0.0/5
- (0 jobs)
A dynamic financial strategist and business growth architect with over a decade of experience driving profitability, market expansion, and capital optimization for small and high-growth companies and UHNWIs. With expertise spanning capital markets, investment strategies, corporate finance, and strategic partnerships, I specialize in identifying high-yield opportunities for asymmetrical gains, scaling organizations into new markets, and executing data-driven decisions that maximize organizational financial performance. From leading small grants to multimillion-dollar investment strategies and structuring high-impact partnerships to optimizing financial personal or business operations across industries like finance, technology, and advanced manufacturing, I bring a results-driven approach that moves the financial needle. My expertise in technical analysis, market trends, and capital deployment enables me to provide invaluable insights that drive revenue growth and long-term financial sustainability like few in the world. Whether it’s navigating complex international financial landscapes across 40+ countries or spearheading your local business development initiatives, I create scalable pricing proposal for engagement that provides a profitable, and data-driven solutions that propel your organization forward.

Financial Plans
Investment Banking
Venture Capital
Capital Grant
Technology Management Solutions SIMS
Tax Strategy
Sales & Marketing
Finance & Law
Analytical Presentation
Financial Planning
Management Consulting
$150 hourly
- 0.0/5
- (0 jobs)
I am a dedicated professional with a distinguished career of service and leadership. As a U.S. Army veteran, I served 8 years, including 3 years on active duty and 5 years in the National Guard, demonstrating commitment and discipline throughout my military tenure. Following my military service, I served for 10 and a half years as a Florida State Trooper, protecting and serving the community with integrity and professionalism. I attended the University Of South Florida, earning a Bachelor’s degree in Political Science with a Minor in Economics, building a strong foundation in analytical thinking and financial systems. Building on my passion for learning and growth, I later pursued advanced studies in accounting at Rutgers Business School, equipping myself with specialized knowledge in financial management and tax regulations. Transitioning into the tax industry, I became an Enrolled Agent (EA)—the highest credential awarded by the IRS—further solidifying my tax law and resolution expertise. Today, I am the proud business owner of Guzman Tax Resolution Services, a trusted firm specializing in tax resolution and financial advocacy. Leveraging years of leadership, discipline, and analytical skills, I am passionate about helping individuals and businesses navigate complex tax challenges and achieve financial peace of mind. When not assisting clients, I enjoy staying engaged in the community, continually striving to make a positive impact.

Financial Plans
Continuing Professional Development
Light Bookkeeping
Accounting Basics
Certified Tax Preparer
IRS Resolution
Tax Planning & Advisory
Financial Planning
Bookkeeping
Accounting
Career Coaching
Business Coaching
Coaching
$40 hourly
- 0.0/5
- (0 jobs)
I am a dedicated professional with a background in both Accounting and Criminal Justice, combining analytical precision with a strong understanding of legal and financial systems. My passion lies in helping individuals and businesses navigate financial complexities, ensure compliance, and communicate effectively through writing. - Accounting & Bookkeeping – From managing day-to-day transactions to preparing financial statements, I help businesses stay organized and compliant. - Fraud Prevention & Forensic Accounting – Using investigative skills to detect financial irregularities and ensure transparency. - Financial & Business Writing – Crafting well-researched articles, reports, and legal/financial content that simplifies complex topics.

Financial Plans
Financial Planning
Accounting Basics
Bookkeeping
Accounting
$55 hourly
- 0.0/5
- (0 jobs)
I provide my clients with the knowledge and advice they need to help grow and secure their wealth for today and into the future. This involves reviewing their investment portfolios to construct the optimal strategy for achieving their goals of growth and risk management. It means making sure they are prepared for a retirement where they can maximize the enjoyment of their assets, and simultaneously preserve what they have accumulated to last for themselves and their families. It also requires my clients to be fully prepared for future tax liabilities while taking advantage of any tax saving strategies. I act as an advisor for anything that affects the financial lives of my clients Specialties: • Portfolio Management • Retirement & Cash Flow Planning • Compensation & Benefit Analysis • Tax Planning • Insurance Review • Estate Planning

Financial Plans
Article Writing
Content Writing
Business Development
Writing
Financial Modeling
Excel Macros
Microsoft Excel
Investment Research
Investment Portfolio Review
Bookkeeping
Accounting
Financial Planning
$150 hourly
- 0.0/5
- (0 jobs)
Experienced CPA, CMA, and CFP with over 10 years in financial reporting, accounting, and financial planning. Currently serving as VP of Financial Reporting at a global bank, I bring deep expertise in accounting, financial analysis, and personal finance. I specialize in helping individuals, small businesses, and professionals optimize their finances through tailored financial strategies and education. 💡 Whether you need expert financial consulting, personal financial planning, bookkeeping, or financial education, I provide high-quality, detail-oriented, and client-focused services.

Financial Plans
Microsoft Excel
Oracle Cloud
Oracle E-Business Suite
Financial Statements Preparation
Financial Accounting
CPA
Personal Finance & Wealth Management
Personal Budgeting
Bookkeeping
Financial Planning
Accounting
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