27 Best Financial Plans Freelancers For Hire In Ohio

Check out Financial Plans Freelancers in Ohio with the skills you need for your next job.

Get started

$275 hourly
- 4.9/5
- (474 jobs)
I am a highly specialized professional in custom financial modeling, leveraging the power of Excel and Google Sheets to deliver exceptional results. With over a decade of experience in financial planning and analysis, I have successfully catered to the needs of both large corporations and small businesses. My expertise lies in two prominent sectors: Software-as-a-Service (SaaS) and Real Estate. Throughout the past eight years, I have honed my skills in these industries, developing cutting-edge techniques such as cohort modeling to provide highly effective solutions. In the realm of real estate, I excel at constructing pro forma forecasting templates that encompass a wide range of joint venture waterfall structures. These include intricate elements such as IRR hurdles, general preferred return, preferred equity, and unique contractual agreements. I love all things CRE modeling. Within the SaaS domain, I specialize in crafting comprehensive 3-, 5-, and 10-year forecasting models. These models incorporate meticulous bottom-up assumptions to analyze subscription pricing strategies, contract lengths, retention rates, fixed and variable costs, CAC/LTV (Customer Acquisition Cost/Lifetime Value) outputs, and integrated 3-statement financial models. Regardless of the industry, I am eager to tackle any financial modeling assignment. My experience spans diverse sectors, encompassing everything from car washes and laundromats to product-as-a-service systems, construction companies, and everything in between. I work weekends and all hours.

Financial Plans
Underwriting
Accounting
Financial Analysis
Financial Planning
Financial Analysis & Valuation
Business Planning & Strategy
Financial Projection
Pro Forma Statement
Joint Venture
SaaS
Google Sheets Automation
Real Estate
Real Estate Financial Modeling
Financial Modeling
Microsoft Excel
$50 hourly
- 4.8/5
- (21 jobs)
Hello, I am a well established Upwork freelance specialist with a 100% satisfaction rate and an expert in Excel and data analytics with over 30 years of expertise to my name. I am also the owner of my own company, Excel2Point, LLC which was created to provide clients with outsourced customized solutions. Please feel free to visit my site (excel2point.com) for more information about me and the various solutions we provide. I am a Senior Financial Analyst for one of the top 4 Hospitals in the United States and regarded as an expert in data manipulation, business modeling and financial analysis. I utilize powerful analytical tools such as pivot tables, slicers, embedded charting and presentation output (power point, etc.). I have been recognized by my peers as the go to person with any excel based solutions which drive operational efficiencies. I look forward to helping you with a customized solution and please see some more recent examples that I have included for reference. My Best, Matt

Financial Plans
Microsoft Office
Database Management
Accounting Software
Financial Planning
Financial Reporting
Financial Presentation
VLOOKUP
Microsoft PowerPoint
Business Management
Data Analysis
Data Visualization
Accounting
Budget Management
Microsoft Excel
Accounts Payable
$40 hourly
- 5.0/5
- (4 jobs)
Are you looking for a marketing specialist to bring your ideas to life? You've come to the right place. Here is what I can offer your business (not exclusive to what is listed below): -Social Media Management -Email Marketing -SMS Marketing -Virtual Assistance -GoHighLevel Help -Canva Design and Content Creation I have expert experience using Canva, Facebook Business Suite, MailChimp, and GoHighLevel. Please note that while I am newer to upwork I have been managing a business for 3 years now and have offered freelance marketing to other business owners for over two years now. Please reach out if you would like more info on work I have done in the past. Here’s my website: thejoyfulsocial.com

Financial Plans
Financial Planning
SMS
Content Creation
Marketing Management
Social Media Marketing
Digital Marketing Materials
Automation
Marketing
Event Planning
Marketing Strategy
Webinar
Digital Marketing Strategy
Freelance Marketing
Content Writing
Email Marketing
$75 hourly
- 5.0/5
- (13 jobs)
Need help with budgeting, forecasting, and strategic financial planning? I’ve helped dozens of clients optimize their financial operations, reduce inefficiencies, and increase their revenue. I am a licensed attorney and CPA. My goal is to provide you with accurate and up-to-date financial data, and offer legal and financial insights, to guide you to make the best decisions for your company. I have extensive experience with budgeting, forecasting, financial modeling, planning, and analysis. For the last 2 years, I worked as a Project Manager for a tax SaaS company, providing legal and financial review and research, tax consulting, project management, and product building. I worked in corporate finance before going full time in my business. I was an equity research analyst, investment banker, and the lead FP&A analyst for the CFO of a publicly traded corporation. I also have experience doing corporate law and corporate treasury work, including compliance, investor relations, and negotiating financial instruments. Clients... I've worked with start-ups and small - medium-sized businesses (up to $50M in revenue). I pride myself on providing excellent customer service and always delivering projects on time. (You can see in the 5-star reviews below.) If you’re looking for someone professional, enjoyable to work with, and who has the financial acumen to provide the right insights for your business, send me a message to talk further.

Financial Plans
Company Valuation
Financial Projection
Accounting Software
Budgeting & Forecasting Software
Corporate Law
Microsoft Excel
Financial Accounting
Financial Planning
Financial Modeling
Project Management
Tax Law
Taxes
Financial Analysis
Business Plan Writing
Business Planning & Strategy
$48 hourly
- 0.0/5
- (0 jobs)
I am a finance and operations professional who is excited and capable of working in any environment to solve any challenge that at hand. When faced with a task I typically take a methodical approach to observe the pain points at hand and coordinate it and my years of experience to meet the clients needs to serve their business initiatives and goals. By using this approach I have not met a challenge that can't be conquered with a. little hard work and cooperation. I am looking forward to getting you and your team back on track!

Financial Plans
Business Operations
Financial Reporting
Financial Modeling
Project Management
Financial Planning
Real Estate Investment Assistance
Budget Management
$175 hourly
- 0.0/5
- (0 jobs)
I have over 25 years of experience in Finance & Accounting with direct experience across a range of industries including eCommerce, Automotive, Healthcare Services, Technology, Financial Services/FinTech, Construction, Real Estate, as well as Manufacturing. My background comes from both Fortune 500 companies as well as PE backed Technology Startups, including 5 years on Wall Street. I’ve led mergers and acquisitions leading/participating in multiple transactions on both the buy and sell side. I’ve partnered with companies in raising nearly $500mm in capital and have also gone thru a 10-figure IPO. I tailor my approach around the specific goals and priorities of my clients and will work at the speed and pace needed to support your timelines. While my experience spans all areas of Finance & Accounting, some specific examples of my work include building out multi-year financial models to support the launch of a business, diving down into unit level profitability to create a unified pricing strategy that supports the profitability goals of the business, analyzing financial statements to optimize cashflow to support the growth and scaling of the business. I’ve led multi-year strategic planning efforts as well as driving the annual budgeting process that ties back to the long-term strategic plan. On the M&A side, I’ve lead due diligence efforts to analyze potential acquisition targets, built 10-year forecast models to understand the valuation of a business, as well as partnered with owners to create an 18-month runway to maximize valuation exits. I work best with executives and owners who value their time and looking for a strategic partner to help them drive their business forward. Look forward to the opportunity to partner together to achieve your goals.

Financial Plans
Shareholder Relationship
Process Optimization
Leadership Development
Capital Markets
Decision Making
Mergers & Acquisitions
Portfolio Management
Strategy
Project Management
Finance
Business Management
Strategic Planning
Financial Planning
Forecasting
Financial Projection
$200 hourly
- 0.0/5
- (0 jobs)
Senior Finance executive, Fractional CFO, and Angel Investor with global experience in mature, emerging, and frontier markets gained in positions with major US multinational companies (financial services; logistics/supply chain management), early stage SaaS (Software as a Service) companies, transportation and custodial services, and mining, mineral processing, and renewable energy companies in Africa. Extensive fund raising expertise (debt, equity, grants)

Financial Plans
Strategic Planning
Treasury Management
Fundraising
Career Coaching
Business Coaching
Management Consulting
Analytical Presentation
Financial Planning
$75 hourly
- 0.0/5
- (0 jobs)
I am a finance and accounting professional with 35 years of experience in companies ranging from small privately-held concerns to global corporations. I specialize in organizing and establishing financial reporting systems, including general ledger and tax reporting. I have extensive experience in a range of financial projects including major mergers and acquisitions, litigation support, and project investment analysis. I am a doctoral candidate completing my degree in the Fall of 2025, but also work for a private CPA firm performing tax and financial planning work for a wide variety of clients. Quickbooks and Excel expert, and specialize in training staff on the use of these programs.

Financial Plans
Sales Tax
Taxes
Tax Planning & Advisory
Financial Modeling
Managerial Finance
Finance & Accounting
Financial Analysis & Valuation
Intuit QuickBooks
General Ledger
Financial Reporting
Management Consulting
Financial Planning
Bookkeeping
Accounting
QuickBooks Online
$50 hourly
- 0.0/5
- (0 jobs)
As the owner of Bossetti Consulting LLC, I specialize in bookkeeping and tax services for small businesses. I work using Quickbooks online to ensure that companies have clean and accurate bookkeeping to ensure their owners have a clear picture of the business, as well as making tax season a breeze. With years of accounting experience, reach out to find out how I can help you and your business today.

Financial Plans
Tax Planning & Advisory
Tax Preparation
Financial Planning
Bookkeeping
Accounting
$250 hourly
- 0.0/5
- (0 jobs)
Advisor & Consultant to Small/Middle Market Businesses and their ownership teams. Provide financial advice and investment management services to businesses and business owners. Experienced in corporate cash management, retirement plan fiduciary services, executive compensation packages, and non-deferred compensation strategies. Helped raise over $50 Million for clients and their businesses via Capital Market transitions. Experienced in advising clients on succession planning matters to help structure their business in order to have the most successful transition possible. Assisted in ESOP deals, Private Equity LBO deals, and other strategic sales.

Financial Plans
Succession Planning
Business Consulting
Career Coaching
Analytical Presentation
Business Coaching
Coaching
Capital Markets
Financial Modeling
Financial Analysis & Valuation
ERISA
Investment Strategy
Strategic Planning
Financial Planning
Mergers & Acquisitions
Management Consulting
$35 hourly
- 0.0/5
- (0 jobs)
Hi, I’m Andrew Davis – a versatile professional with a passion for innovation, design, and delivering results. With a strong foundation in investment advising, digital solutions, and creative problem-solving, I bring over five years of experience in financial services and project management, complemented by my MBA studies at the University of Cincinnati. I specialize in helping businesses and individuals enhance their workflows, develop creative content, and achieve strategic goals. Here’s how I can help you: • Financial Expertise: Portfolio review, retirement planning, investment advising, and compliance support (Series 7, 63, and 66 certified). • Creative Problem Solving: Advanced data visualization, SWOT analysis, and strategic planning using Excel and other tools. • Content Creation: Photography, video editing, and creating visually compelling presentations tailored to your brand. • Project Management: Managing cross-functional teams, coordinating with stakeholders, and delivering innovative solutions on time. Why Choose Me? • Results-Driven: I’m dedicated to exceeding expectations, as evidenced by my Excellence in Action Award at Fidelity Investments. • Client-Focused: Whether managing high-net-worth clients or collaborating with creative teams, I prioritize clear communication and top-notch service. • Innovative Thinker: My capstone project with GE Aerospace involved researching Carbon Dioxide Removal technologies to achieve net-zero emissions showcasing my ability to tackle complex challenges. If you’re looking for someone who can blend creativity, technical skills, and strategic insight to elevate your projects, let’s connect! I’d love to collaborate and help you achieve your goals. Let’s create something amazing together!

Financial Plans
Financial Trading
Financial Consulting
Business Consulting
Customer Relationship Management
Customer Engagement
Management Consulting
Financial Planning
$65 hourly
- 0.0/5
- (0 jobs)
Meticulous, highly organized and has the ability to work under pressure in fast-paced environment, with 21 years extensive experience in general & management accounting. Strong background in financial management includes financial and cost accounting, budgeting, cash and fund management, strategic planning analytical forecasting and reporting. Possess strong communication and technically proficient in Oracle, SAP, SAP BPC & other accounting packages, MS Excel/Word/Power Point. Strong team-working and multi-tasking skills, successfully completes projects within time and budget constraints.

Financial Plans
Management Consulting
Financial Planning
Analytical Presentation
Bookkeeping
Light Bookkeeping
Accounting Basics
Accounting
$35 hourly
- 0.0/5
- (0 jobs)
I help young women overcome overthinking, building unshakable confidence and design purposeful lifestyles that align with their goals. Empathy & connection: I create a safe judgement free space where clients feel understood and empowered. Strategic guidance: My advice is tailored to each individual needs, ensuring every session brings results.

Financial Plans
Continuing Professional Development
Financial Planning
Life Coaching
Professional Tone
Business Coaching
Career Coaching
Coaching
$50 hourly
- 0.0/5
- (0 jobs)
Hi! I’m an experienced CPA with a proven track record of helping businesses and organizations manage their finances, streamline processes, and achieve their goals. Whether you’re a growing business, a not-for-profit organization, or a franchise, I bring the expertise and tools to simplify your financial management. What I Offer: Financial Expertise: From bookkeeping to budgeting and forecasting, I deliver accurate and reliable financial solutions tailored to your needs. Audit & Compliance Support: I help businesses and organizations prepare for audits, ensure compliance, and improve financial transparency. Strategic Guidance: Beyond managing numbers, I offer insights that help you make informed decisions, improve efficiency, and drive growth. Why Work With Me? Over 6 years of experience in diverse industries, including not-for-profit, construction, advertising, and closely held businesses. Strong focus on clear communication, attention to detail, and delivering results on time. A commitment to understanding your unique goals and tailoring solutions to meet them. Let’s Get Started! I’m here to make managing your finances easier so you can focus on what matters most—growing your organization. Reach out today, and let’s discuss how I can help you succeed!

Financial Plans
Financial Audit
GAAP
Compliance Testing
Light Bookkeeping
Financial Planning
Accounting Basics
Accounting
$20 hourly
- 5.0/5
- (5 jobs)
I have had multiple different jobs, learned many different skills, and gained much experience in quite a few different areas of work over the years. I am a professionally trained and educated musician with 13 years of experience in full time worship/music ministry. As a musician I excel in arranging, transcription, teaching, creative production, and other areas. In the worship ministry role I planned, prepared, and rehearsed all aspects of the Sunday services. I was a leader, teacher, project manager, did all the musical arranging and transcription, recruited members for the team, and many other skills. In the ministry role I also created and wrote content for different areas of ministry: worship, marriage, men's studies, books of the bible, etc. Currently in my role as a banker, I meet with and speak with customers on a daily basis. Either face to face or over the phone. I have excelled in this role as I gain knowledge and experience in the areas of customer service, sales, financial planning, and working with data entry in a CRM on a daily basis. I have excellent communication and time management skills and will accomplish jobs and tasks in a timely manner. With many well rounded skills in many different area, I would be an excellent asset to you, your project, and to help you fill many different needs.

Financial Plans
Copywriting
Microsoft Excel
Microsoft Word
Editing & Proofreading
Proofreading
Data Entry
Financial Planning
Customer Service
General Transcription
$20 hourly
- 5.0/5
- (2 jobs)
I'm a self-motivated individual who is looking to help others manage their daily tasks. I have 12 years of experience as a personal assistant; and I have worked with many clients. I'm a college student working towards my bachelors degree in psychology and have maintained a 4.0 CGPA since I began studying. I can help you with all aspects of your life. I'm a very hard worker who does whatever it takes to get my job done.

Financial Plans
Professional Tone
Psychology
Administrative Support
Communications
Records Management
Financial Planning
Bookkeeping
Presentation Design
Social Media Management
Human Resource Management
HR & Business Services
Spreadsheet Software
Travel & Hospitality
Invoicing
Financial Report
$25 hourly
- 5.0/5
- (2 jobs)
I am an International Program Manager currently working in an financial account management position with an extensive background in logistic, customer services, and data entry clerical work. • Proficient in Microsoft Suite, in particular Excel, Word, and PowerPoint • Amazing at multitasking I also have a great interest in fictional writing and enjoy doing it in my free time.

Financial Plans
Account Reconciliation
Customer Service
Human Resources
Strategic Planning
Data Entry
Financial Planning
Financial Statement
Financial Analysis
Small Business Administration
Microsoft PowerPoint
Microsoft Word
Microsoft Excel
$12 hourly
- 0.0/5
- (0 jobs)
Here's a bio that reflects your journey and passion: "As a dedicated student new to the field of business, I’m constantly pushing myself to learn and grow. My creativity and passion for accounting and management have been ingrained in me since I started working at my family’s store at the age of 12. I’m excited to explore this field further, striving to bring my best to every challenge as I work towards making my dream a reality."

Financial Plans
Management Consulting
Analytical Presentation
Financial Planning
Accounting
Accounting Basics
$25 hourly
- 0.0/5
- (0 jobs)
About Me: Dedicated Property Management Bookkeeper with 5+ years in real estate, specializing in Buildium, AppFolio, DoorLoop, Rent Manager, and QuickBooks Online. Skilled in streamlining financial operations, managing accounts, and providing clear financial insights to support property management goals.

Financial Plans
Virtual Assistance
Xero
QuickBooks Online
Data Cleaning
Finance & Accounting
Bank Reconciliation
Accounts Receivable
Accounts Payable
Account Reconciliation
Oracle NetSuite
AppFolio
Light Bookkeeping
Financial Planning
Bookkeeping
Accounting
$30 hourly
- 0.0/5
- (0 jobs)
As a seasoned finance and accounting professional with 8+ years of experience, I specialize in transforming businesses through strategic financial consulting and process automation. My expertise spans across telecommunications, CPG, healthcare, and public accounting sectors, where I've consistently delivered measurable improvements in financial operations and reporting efficiency. My core strength lies in bridging the gap between complex financial challenges and practical, automated solutions. Having managed portfolios exceeding $500M and implemented numerous financial systems, I bring both technical expertise and strategic insight to every project. I excel in QuickBooks implementations, Excel automation, financial reporting, and CFO advisory services that enable data-driven decision-making. What sets me apart is my proven track record of: - Reducing month-end closing times by 40% through strategic process optimization - Creating automated financial solutions that save 20+ hours monthly - Implementing robust accounting systems with 99.9% accuracy - Developing custom reporting dashboards that provide real-time insights - Leading successful ERP implementations and migrations - Training teams on best practices and automated solutions My approach combines technical expertise with practical business acumen. I believe in not just solving immediate problems but in building sustainable solutions that scale with your business. Whether it's streamlining accounting processes, creating automated reporting tools, or providing strategic financial guidance, I focus on delivering measurable results that impact your bottom line. Areas of Expertise: - Accounting System Implementation & Optimization - QuickBooks Online/Desktop setup and migration - Chart of accounts structuring - Process automation and workflow optimization - Internal controls implementation - Financial Automation & Reporting - Custom Excel dashboards and utilities - Automated reconciliation tools - KPI tracking and visualization - Management reporting packages - Budget vs. actual analysis tools - CFO Advisory Services I've successfully: - Managed finance operations for portfolios exceeding $500M - Reduced audit completion time by 30% through process improvements - Implemented automated systems saving clients 100+ hours monthly - Developed scalable financial models for businesses of all sizes - Led multiple successful ERP implementations and migrations My commitment to clear communication, deadline adherence, and sustainable solutions has helped businesses achieve: - Streamlined month-end closing processes - Enhanced financial visibility and control - Improved decision-making through data analytics - Reduced manual workload through automation - Stronger internal controls and compliance I'm passionate about helping businesses optimize their financial operations and would welcome the opportunity to discuss how I can help your organization achieve its financial goals. Whether you need assistance with system implementation, process automation, or strategic financial guidance, I'm committed to delivering solutions that drive real business value. Let's connect to discuss how I can help transform your financial operations and set your business up for sustainable growth.

Financial Plans
Accounts Receivable Management
Account Reconciliation
Balance Sheet
Income Statement
QuickBooks Enterprise
QuickBooks Online
Dashboard
Automation
Financial Analysis
Financial Accounting
Excel Formula
Microsoft Excel
Management Consulting
Financial Planning
Accounting
$25 hourly
- 0.0/5
- (0 jobs)
Hi, I’m William – A Tech-Savvy Freelancer with a Passion for Problem Solving and Finance! I’m a computer science major with a minor in finance, combining technical expertise with financial knowledge to help individuals and businesses streamline their processes and reach their goals. With experience in IT support, data management, and personal finance, I bring a unique and versatile skill set to every project. Here’s what I can help you with: - IT Support & Troubleshooting: From software installations to resolving technical issues, I provide reliable and efficient remote support. - Data Management & Entry: I can clean, organize, and analyze data to help businesses stay efficient and accurate. - Personal Finance Assistance: Whether it’s creating budgets, tracking expenses, or setting financial goals, I’ll help you gain control over your finances. - Technical Writing: Need clear, concise documentation or user guides? I’ll ensure your content is professional and easy to understand. I’m detail-oriented, communicative, and dedicated to helping clients achieve success. Let’s collaborate and make your project a success!

Financial Plans
General Transcription
Technical Writing
End User Technical Support
Computer Skills
Computer Science
Computer Maintenance
Computer Basics
Data Entry
Financial Planning
Resume Design
IT Support
Personal Finance & Wealth Management
$17 hourly
- 0.0/5
- (0 jobs)
I'm a college student very proficient in programs in office suite and adobe suite. Tasks such as financial planning scheduling and any other analytical task with planning is up my alley.

Financial Plans
Accounting Basics
Financial Planning
$28 hourly
- 0.0/5
- (0 jobs)
I am an eager worker with 5 years of podcasting, broadcasting, and interacting in digital spaces. I will strive to do my best work and always be the best person to hire.

Financial Plans
Recruiting
Coaching
Financial Planning
$15 hourly
- 0.0/5
- (0 jobs)
Skills * Store Management Experience * Food Service * POS * Assistant Manager Experience * Cashiering * Serving Experience * Cash Handling * Cleaning Experience * Sales * Cooking * Shift Management * Time Management * Computer Skills * Inventory Control * Customer Service * Food Preparation * Merchandising * Food Safety * Retail Sales * Food handling * Kitchen experience * Upselling * Management * English * Typing * Content creation * Customer service * Cash handling * POS * Upselling * Serving * Store management * Food handling * Cash register * Driving * Cooking * Shift management * Sales * Social Media Management * Restaurant Management * Restaurant Experience * Pricing * Host/Hostess * Photography * Leadership * Math I have 4 kids, 2 dogs and 2 cats with all of the time in the world when I'm not transporting. I'm reliable and organized along with a fun, go getting attitude!

Financial Plans
Professional Tone
Business
Proofreading
Writing
Content Writing
Financial Planning
Bookkeeping
Light Bookkeeping
Coaching
Accounting
$38 hourly
- 0.0/5
- (0 jobs)
I am a financial advisor with both my Series 7 ; Series 66 licensing since 2018. I have a customer focused mindset with attention to policy and procedures compliance. I have over 20 years of experience working within call centers both in a d outbound. Additionally I have maintained departmental metrics as well as trained new and tenured agents in various processes, procedures, and sales strategies. I am able to work productively in both team and individual style roles, in addition to adapt within fast paced, change oriented departments.

Financial Plans
Financial Planning
Typing
Project Management
Team Training
Team Management
Sales Coaching
Customer Service
Customer Development
$30 hourly
- 0.0/5
- (0 jobs)
I am a senior in college going for a bachelor in finance with a concentration in financial planning. I can offer people a variety of finance related services including: - Investment Research - Financial Consulting for Beginners - Financial Writing

Financial Plans
Investment Strategy
Financial Trading
Stock Market
Coaching
Financial Planning
$18 hourly
- 0.0/5
- (0 jobs)
I am a dedicated professional with over 8 years of experience in customer service and administrative support, focusing on accounts receivable and improving processes. My key strengths include: Customer Relationship Management: Achieved a 95% customer satisfaction rating at Amber Achhamey Insurance Agency by building strong client relationships. Process Improvement: At Cintas, I developed a tracking system that cut payment reconciliation errors by 30%, improving efficiency. Technical Skills: Experienced with Microsoft Office Suite, SAP, and CRM tools like Zendesk, which helps me manage customer interactions effectively. Education: Currently studying for a degree in Business Administration at Sunny Buffalo State University (expected in 2026) and hold an Associate Degree in Accounting from NHTI-Concord Community College. I am passionate about providing excellent service and continuously improving processes to help clients succeed.

Financial Plans
Ecommerce Website
Personal Finance
Virtual Assistance
Administrative Support
Customer Service
Data Entry
Light Bookkeeping
Financial Planning
Bookkeeping
Accounting Basics
Accounting
Want to browse more freelancers?
Sign up