27 Best Financial Plans Freelancers For Hire In Pennsylvania

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$250 hourly
- 5.0/5
- (2 jobs)
As a YNAB Certified Budget Coach and a Certified Money Coach®, I work with you as a guide and accountability partner to become more confident, aware, and in control of your money. I believe money should be a tool to help you live your best life – not a burden that is always dragging you down. I can help with: • You Need A Budget (YNAB) - setup and ongoing maintenance • Expense tracking • Budget creation • Improving your relationship with money • Improving your money mindset • Goal setting and accountability • Profit First implementation and maintenance • Small, service-based business bookkeeping using YNAB software Money is complex! I support my clients every step of the way, until they feel confident and empowered to be able to face the money challenges that come their way!

Financial Plans
Financial Planning
Personal Budgeting
Microsoft Word
Cash Flow Analysis
Finance & Accounting
Financial Management
Bookkeeping
Budget Management
Bank Reconciliation
Microsoft Excel
$100 hourly
- 5.0/5
- (6 jobs)
Patrick has 10 years of experience working in asset management and investment banking. He has previously worked as an investment advisor, advising high net worth clients on their international investments, and also as a Mergers and Acquisitions analyst, advising middle market companies across a wide range of industries. Patrick is active in the startup ecosystem, having previously worked as the head of international business development for one of the leading crypto currency exchanges in Latin America. Patrick is a CFA charterholder and holds a degree in Finance from The Moore School of Business at The University of South Carolina. He speaks English, Portuguese, and Spanish.

Financial Plans
Copywriting
Financial Writing
Investment Strategy
Forex Trading
Investment Banking
Financial Planning
Investment Research
Financial Management
Finance & Accounting
$87 hourly
- 5.0/5
- (22 jobs)
My core service offering focuses on turning data into information using Excel and VBA, or Google Sheets. I can create powerful, user friendly dashboards and analytic models that will help you understand and control your business, or upgrade your existing models so they are reliable and easy to use. About me: - I am an expert Excel modeler and finance professional with over 20 years of modeling and financial management experience. - I have the UK ACA qualification and am a Fellow of the Institute of Chartered Accountants in England and Wales. - My main industry experience is in Telecomms, Higher Education, Entertainment, Investment Banking, and audit. - I have particular expertise in IT Finance including financial and management accounting and business cases for tech based projects - I'm experienced at working with stakeholders at all levels in a wide range of organizations from blue chip to SMEs. - I will listen to what you need, and work with you to achieve a great result.

Financial Plans
Visual Basic for Applications
Financial Analysis
Financial Planning
Forecasting
SQL
Visual Basic
Financial Reporting
Financial Modeling
Database
Accounting Principles & Practices
Budget Management
Balance Sheet
Microsoft Excel
$70 hourly
- 5.0/5
- (1 job)
I enjoy working with data, starting from the sourcing to the end visualization to help solve complex problems, answer difficult questions and make better informed decisions. I am an experienced financial analyst with high level knowledge in business and management accounting. I am your go to guy to solve all your financial needs from compliance to process control. Lets connect!

Financial Plans
Microsoft Power BI Data Visualization
Cognos Analytics
Management Consulting
Financial Analysis
SAP ERP
Financial Consulting
Financial Planning
SQL
Data Visualization
$50 hourly
- 5.0/5
- (1 job)
I am a highly skilled licensed esthetician that is my pride and joy. I run my own business and have developed money management, marketing, upselling, problem solving, everything that’s needed to run a business. Let’s work together !

Financial Plans
UGC
Fashion Modeling
Modeling
Product Photography
Product Launch
Product Marketing
Product Design
Specifications
Office Design
Financial Planning
Leadership Skills
Problem Solving
Problem Resolution
$100 hourly
- 4.8/5
- (56 jobs)
EXCEL: Forecasting and Projections ● Fund/Investment Return Calculations ● Fund Accounting ● DCF/Financial Models ● Data Compilation and Analysis ● Pivot Tables ● Macros ● Sales and Prospect Pipelines ● Project Trackers ANALYSIS: Financial Statement Review ● Valuations ● Investment Opportunity Review ● Financial Planning ● Due Diligence ● Performance Reporting POWERPOINT: Pitch presentations ● Marketing decks ● One pagers / Factsheets ● Product / Service overviews RESEARCH: Market Research ● Competitor Research ● Investment Research ● Comp Analysis WRITING: Business Plans ● Investor Memos ● Case Studies

Financial Plans
Venture Capital Consulting
Private Equity
Company Valuation
Fund Accounting
Due Diligence
Financial Reporting
Investment Research
Financial Planning
Market Segmentation Research
Microsoft Excel
$200 hourly
- 0.0/5
- (0 jobs)
Proven finance leader with a focus of being a valued business partner and problem solver, driving growth, change, and financial discipline. Successful career working in the technology sector, with Fortune 500 companies, mid-size companies and a technology start-up. As a trusted advisor, Jim draws on his Business Unit CFO roles with CA Technologies creating lasting partnerships with the business leadership, anticipating and solving issues, implementing financial reporting that ‘tell a story’ and not just providing spreadsheets with lots of data. Jim is also a roll-up the sleeves leader in solving problems, intertwining functional activities while gaining efficiencies and improving margins. Jim also draws on his experience at DataCore Software, a technology start-up, where he was instrumental in building the company from its infancy, with one small office, to a multi-national company with revenues in the tens of millions. These strengths are reflected in many of Jim’s accomplishments at CA Technologies and DataCore Software. A few of these accomplishments are: • Increasing business unit margins from 1.6% to 10% (CA Global Services, BU CFO); • Driving change through education / training and financial discipline leading all Services Geo’s to profitability for the first time on company history (CA Global Services, BU Controller); • Improving cash-flow; • Improved pipeline and forecast accuracy; • 30% headcount savings by implementing new technologies and integrated workflows.

Financial Plans
Post-Merger Integration
Contract Management
Business Transformation
Accounting Principles & Practices
Financial Planning
Forecasting
Financial Analysis
Mergers & Acquisitions
Business Plan
Change Management
$25 hourly
- 4.9/5
- (7 jobs)
With over five years of experience, I am a skilled Event and Project Coordinator known for fostering strong relationships and ensuring seamless project execution. From negotiating vendor agreements and optimizing workflows to orchestrating efficient event setups, my meticulous approach has consistently delivered results. Currently pursuing the Event Management Certificate, I am committed to staying ahead in the field. My creative skills, honed as an Event Project Coordinator for small businesses, complement my strategic marketing planning expertise. Proficient in tools like Asana, Trello, and Monday, I am ready to bring my blend of organizational prowess and passion for smooth operations to your team. In summary, I am a proactive problem solver with a proven track record, ready to contribute to your success as an Event and project Coordinator.

Financial Plans
Employee Onboarding
Airtable
Financial Planning
Light Project Management
Light Bookkeeping
Email Marketing Strategy
Email Marketing
Travel Planning
Vendor Management
Business Management
Administrative Support
Time Management
Event Planning
Data Entry
English
$85 hourly
- 0.0/5
- (2 jobs)
Professional services consultant experienced in Legal, Risk, and Regulatory Compliance matters working with institutional investment managers, broker/dealers, blockchain-based crowdfunding startups, nonprofits, and wealth management investment advisers. Seeking the opportunity to leverage prior risk management experience to advise organizations about the benefits of implementing tech-enabled solutions for the standardization/automation of business processes, enhancement of data quality, and a systematic reduction of risk to both the business and its customers.

Financial Plans
Legal Writing
Legal Consulting
Legal Agreement
Filing
Data Analysis
Review
Financial Audit
Financial Planning
$15 hourly
- 5.0/5
- (0 jobs)
Graduated with a bachelor’s degree in finance and proficient in financial literacy and common computer programs

Financial Plans
Typing
Presentations
Financial Planning
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
$95 hourly
- 0.0/5
- (0 jobs)
As an experienced small business leader, I offer expert guidance to help you navigate the complexities of financial management. My services include budgeting, cash flow analysis, financial forecasting, and strategic planning to optimize your financial health. I specialize in throughput accounting to drive profitability through optimized pricing and targeted productivity improvements. I work closely with you to identify opportunities for growth, streamline operations, and enhance profitability. Whether you're starting a new venture or seeking to improve an existing one, my goal is to empower you with the insights and tools needed to make informed financial decisions and achieve long-term success. Let’s build a solid financial foundation for your business together.

Financial Plans
Good Manufacturing Practice
Analytical Presentation
Management Consulting
Financial Planning
$45 hourly
- 0.0/5
- (0 jobs)
Seasoned financial analyst with experience in corporate & personal financial planning. I also have experience in admin services such as data scrubbing and transcribing. - Experienced in Microsoft Suite & Google Sheets - Experienced in Data & Financial Analysis - Years of experience in Corporate & Personal budgeting/forecasting

Financial Plans
Coaching
Bookkeeping
Light Bookkeeping
Financial Planning
$100 hourly
- 0.0/5
- (0 jobs)
CFO SENIOR FINANCE LEADER C-Suite Level finance leader with global expertise in Private Equity and Public Markets. Skilled in transitioning organizations from founder to PE investment structures, as well as public healthcare, biopharmaceutical, technology software and service organizations. Provide team leadership for financial accounting systems implementation for new acquisitions and compliance with changing accounting guidance. Financial expertise for executive board presentations and private equity investment pitches, for yearly budgets, quarterly reviews, potential acquisitions and divestitures. A strategic thinker, skilled in evaluating financial statements, M&A opportunities, KPI's, performance trending and financial plans / due diligence. Problem solving with operational effectiveness and sound judgment.

Financial Plans
Management Consulting
Budget Management
Budget Planning
Financial Planning
Forecasting
Accounting
Analytical Presentation
Financial Modeling
$61 hourly
- 0.0/5
- (0 jobs)
🔍- I’m Sam, an experienced Outsourced Accounting and ERP Consultant with a strong background in IT and Software. My mission is simple: solving your business problems through quality work, top tier communication, and efficient results leading to total satisfaction. 📝 - With a focus on small business owners, especially startups and general service providers (HVAC, Electrical, Plumbing, Lawn Care, Pest Control, and Property Management), I understand the unique challenges you've face. Additionally, I support specialized accountants and accounting teams who have gaps in their service offerings. 🏢 -Core Services Include but not limited to: ✅ Outsourced Accounting: Monthly, Quarterly, and Annual Bookkeeping, Reporting and Advisory ✅ Tax Preparation: Comprehensive tax solutions tailored to your needs ✅ Financial Statement Analysis: Detailed analysis to help you make informed business decisions ✅ ERP Consulting and Implementation: Expertise in Dynamics GP and Business Central, Acumatica, and Sage Intacct and 50. ✅ Microsoft 365 Virtual Workspace Implementation and Consulting: Streamlining your business processes with advanced technology ✅Managed IT Services: Supporting your business with reliable IT solutions ✅Business Application Development and Digital Strategies: Custom solutions to meet your business's unique needs in: QBO, Xero, Zoho Books, M365, PowerBI and beyond. 💼 I pride myself on delivering efficient solutions that save you time, ensure service coverage, and foster quality communications. Your success is our priority! My diverse background enables me to provide comprehensive solutions tailored to your specific requirements. (PS: My general fee structure is comprehensive and reflects value provided to you, the business owner. The designated "fee" reflected on my UpWork page is only to give a general idea of the quality you will be paying for.)

Financial Plans
ERP Software
Accounting Advisory
Tax Preparation
Tax Accounting
Tax Planning & Advisory
Annual Report
Month-End Close Assistance
Financial Reporting
Accounts Receivable
Accounts Payable
General Ledger
Management Consulting
Financial Planning
Bookkeeping
Accounting
$65 hourly
- 0.0/5
- (0 jobs)
Fractional CFO & Investment Expert Specializing in Financial Modeling, Valuation, and Fundraising for Startups With over 15 years of experience in the finance and investment industry, I help businesses optimize financial strategies and scale with confidence. As a CFA charterholder, I bring deep expertise in financial modeling, valuation, portfolio management, and fundraising for startups and private markets. Highlights of My Expertise: Financial Modeling & Valuation: Led financial analysis for early-stage funds and companies, driving investment decisions and optimizing growth strategies. Fundraising Strategy: Helped over 40 founders raise $10M+ by introducing them to 750 investors and providing tailored fundraising strategies. Portfolio & Asset Management: Managed portfolios with over $5B in AUM across global index equities and multi-asset total return strategies. Startup & Early-Stage Focus: Extensive experience sourcing deals, guiding startups through financial challenges, and reporting to investors and LPs. I’m passionate about helping businesses understand their financial position, craft compelling pitches for investors, and unlock growth through strategic financial management. Whether you need help with cash flow forecasting, fundraising, or detailed financial models, I can deliver high-quality work tailored to your specific needs. Let’s work together to take your business to the next level!

Financial Plans
Valuation
Fundraising Presentation
Fundraising
Financial Modeling
Analytical Presentation
Financial Planning
$145 hourly
- 0.0/5
- (0 jobs)
Incredibly detail-oriented, organized, hardworking, and results-driven Audit Partner at Urish Popeck & Co., LLC (a BDO Alliance firm), with a robust, 18-year history of leading attestation, agreed-upon procedure, quality-of earnings, and other engagements and driving financial excellence. Expert in U.S. GAAP reporting, regulatory compliance, due diligence, risk assessment, and financial processes. Seasoned in navigating complex mergers and acquisitions, demonstrating a unique blend of technical proficiency, problem-solving skills, and strong leadership. Decisive and persuasive communicator that fosters team development and client relationships. Unwavering ability to handle multiple projects simultaneously with a high degree of accuracy and integrity. QUALIFICATIONS • Financial statement preparation, review, and analysis • GAAP technical accounting • Business process improvement • Multinational companies • SEC reporting • Internal controls and processes evaluation • Due diligence and quality of earnings • Recruiting, staff development, and training • Regulatory compliance • Mergers and acquisitions • Client relationship management • Risk Assessment • Policy and procedure development

Financial Plans
GAAP
Cash Flow Statement
Cash Flow Analysis
Finance & Accounting
Financial Audit
CPA
Internal Control
KPI Metric Development
Cash Flow Modeling
Accounting
Management Consulting
Analytical Presentation
Financial Planning
$85 hourly
- 0.0/5
- (0 jobs)
I am a people-focused CPA, Tax Manager, and Fractional CFO driven to learn as well as inspire insatiable learning in others. My experience has taught me that the best systems are efficient, continuously improving, and simple. Whether you are looking for practical financial planning or complex accounting support, I can help you leverage your finances to make better decisions. Here are some of my successes: - I turned a 6-figure loss into 6-figure profits within 12 months as Fractional CFO for a construction business. - I guided and advised my client through acquiring an under-valued software company to a sale event to achieve 12x returns in 2 years. - I developed financial metrics and systems to enable my restaurant clients to drive down COGS to 20% of sales and labor to 24% of sales. Full Bio: As a CPA with a passion for efficiency and continuous improvement, I specialize in helping small businesses and individuals navigate accounting and tax complexities with confidence. With over five years of experience in public accounting, I bring a wealth of expertise in tax planning, advisory services, and client relationship management. My professional journey has been defined by innovation and problem-solving. I’ve developed workflows that enhance efficiency, trained teams to leverage new technologies, and provided strategic advisory services that help clients achieve their financial goals. Whether it’s structuring a tax strategy, setting up systems for improved accounting, or assisting with financing packages, I approach every project with diligence and a solutions-oriented mindset. Outside of work, I am an adjunct professor at Cairn University, where I mentor the next generation of accounting professionals. As a father of three and an active member of my church’s finance team, I understand the importance of balancing professional excellence with personal commitment. Let’s collaborate to make your accounting and tax needs seamless, efficient, and impactful.

Financial Plans
Cash Flow Modeling
Cash Flow Analysis
Forecasting
Tax Preparation
Tax Planning & Advisory
Financial Planning
Bookkeeping
Accounting
$35 hourly
- 0.0/5
- (0 jobs)
Effective team leader utilizing quantitative analysis tools to investigate problems thoroughly before developing comprehensive solutions, tailored specifically to each individual business need. Excels at presenting complex information in easy-to-digest format, allowing clients to make informed decisions quickly. Possesses ample knowledge of banking operations, risk management, and data analysis.

Financial Plans
Microsoft Excel
Data Analysis
Financial Modeling
Due Diligence
Asset Management
Governance, Risk & Compliance Software
Financial Analysis
Management Consulting
Financial Planning
Analytical Presentation
$55 hourly
- 0.0/5
- (0 jobs)
Seasoned Senior Projects Accountant With extensive experience in financial data management, I bring a sharp eye for detail and expertise in tools like Oracle, Power BI, and Microsoft Excel. My expertise are: - Financial Data Analytics & Reporting - Budget Forecasting & Variance Analysis - Virtual Assistance If you're looking for a dedicated professional to streamline your financial processes and provide actionable insights, let's connect!

Financial Plans
Oracle Financials Applications
Virtual Assistance
Administrative Support
Data Analysis
Microsoft Power BI
Microsoft Excel
Analytical Presentation
Financial Planning
Light Bookkeeping
Accounting Basics
Accounting
$50 hourly
- 0.0/5
- (0 jobs)
Financial Analyst. Bio is still to be updated with more information to come. Look forward to helping.

Financial Plans
Management Consulting
Analytical Presentation
Financial Planning
$250 hourly
- 0.0/5
- (0 jobs)
Results-driven private equity leader with a strong foundation in management consulting, corporate strategy, and operational value creation for PE-backed companies. Recognized as a trusted advisor to senior executives, with a proven track record of driving long-term growth, achieving strategic objectives, and delivering measurable results. Adept at partnering with executive leadership and cross-functional teams to set and align on strategic priorities, implement scalable solutions, and enhance organizational efficiency and effectiveness to maximize value creation.

Financial Plans
Strategic Planning
Corporate Strategy
Presentations
Analytical Presentation
Financial Planning
Management Consulting
Business Planning & Strategy
Sales Operations
Growth Strategy
Sales Strategy
Strategy
$140 hourly
- 0.0/5
- (0 jobs)
Career Summary I am an accomplished finance and accounting professional with a proven track record in academia, research, and practical financial analysis. My career spans over a decade, marked by significant contributions to financial stability, inclusion, and econometric modeling in emerging markets. Key Highlights: • Academic Excellence: • PhD in Finance (University of KwaZulu-Natal) with recognition as a Top 10 Published Postgraduate Student and recipient of the Research Excellence Award (2017). • M.Sc. in Finance with Distinction (University of Lagos), honored as the Best Graduating Student (2013). • B.Sc. in Accounting (Ahmadu Bello University) with First Class Honors and Best Graduating Student awards in the Department and Faculty. • Research Expertise: • Published extensively in peer-reviewed journals on financial stability, econometric modeling, and financial inclusion. • Research funded by grants from the National Research Foundation, United Nations, and other reputable institutions. • Professional Skills: • Expertise in financial reporting, data analysis, IFRS application, and valuation modeling using tools like Stata, R, and SPSS. • Certified Financial Modeling and Valuation Analyst (FMVA) and Fellow of the Association of Chartered Certified Accountants (FCCA). • Leadership & Mentorship: • Designed and led advanced finance and accounting programs at leading African universities. • Supervised over 50 postgraduate students, nurturing the next generation of finance professionals and researchers. • Global Perspective: • Experience across Nigeria, South Africa, and Namibia, with a focus on addressing financial challenges in emerging economies. I thrive at the intersection of academia and industry, combining rigorous research with real-world applications. Whether mentoring students, publishing impactful research, or solving complex financial problems, I am driven by a commitment to excellence and innovation. Let’s connect to explore how I can contribute to your organization or collaborative project.

Financial Plans
Financial Management
Research & Development
Financial Analysis
Finance & Accounting
Financial Analysis & Valuation
Financial Modeling
Data Analysis
International Financial Reporting Standards
Financial Reporting
Analytical Presentation
Management Consulting
Financial Planning
Bookkeeping
Accounting Basics
Accounting
$35 hourly
- 0.0/5
- (0 jobs)
I specialize in helping individuals and businesses present their best selves through polished and professional materials, with a focus on branding, design, and administrative support. Additionally, I offer foundational financial planning and budget management services to help clients achieve their financial goals. My key areas of expertise include: * Crafting impactful LinkedIn profiles that stand out to recruiters. * Writing tailored resumes and CVs that highlight strengths and achievements. * Designing visually appealing presentations and flyers that leave a lasting impression. * Offering reliable administrative support, including data entry and document formatting. * Delivering Microsoft Word and PowerPoint solutions that are efficient and professional. * Assisting with financial planning basics, including budget creation and expense tracking to help clients manage their finances effectively.

Financial Plans
Budget Planning
Virtual Assistance
Cover Letter Writing
Resume Writing
Data Entry
Microsoft Word
Microsoft PowerPoint
Writing Critique
Presentation Design
Financial Planning
Flyer Design
LinkedIn Profile Creation
$30 hourly
- 5.0/5
- (1 job)
Using my organizational and money skills, let me transform your life! As an added bonus I am a productivity and financial coach!

Financial Plans
Google Apps Script
Google Calendar
macOS
Microphone
Financial Planning
Organizer
Microsoft Excel
Microsoft Word
Virtual Assistance
Phone Communication
$25 hourly
- 0.0/5
- (0 jobs)
Hard-working and motivated young professional who recently took time off to start a family and is ready for a new role. Seeking a position with an organization to utilize strong people skills, professional demeanor, attention to detail and the ability to lead as well as follow. I have a strong desire to continue to learn and grow as a professional and an individual as I contribute to the mission and success of the organization. My positive attitude and flexibility allow me to adapt and contribute in any role or task assigned and resilience and persistence contribute to overall success in completing my objectives.

Financial Plans
Finance & Accounting
Customer Service
Real Estate
Financial Report
Server
Food
Financial Planning
Data Entry
Microsoft Word
$25 hourly
- 0.0/5
- (0 jobs)
I've worked in many fields since graduating high school, and led quite an interesting life. Started as a cashier at the local grocery store, then became the lead of the health and beauty department, eventually became a merchandiser for Kellogg, I was a PCA and medication aide for country Meadows after that, then I went to selling windows for Appleby for a while. In the midst of all of that I worked for Primerica for a long enough stent that I had my life insurance license, and in fact sold a few policies myself. After all of that, I decided I'm better off working for myself as a model/photographer in a national scale which allows me the freedom to travel and truly express the love I have for this craft.

Financial Plans
Digital Marketing
Modeling
Photography
Marketing Advertising
Budget Planning
Travel Advice
Retail Merchandising
Financial Planning
$15 hourly
- 0.0/5
- (0 jobs)
Excel wizard and Senior Analyst with extensive experience in data analytics and advanced model building. Skilled in financial modeling, data visualization, and problem-solving. Passionate about using data to drive business decisions and drive growth.

Financial Plans
Financial Analysis
Excel Macros
Typing
Financial Planning
Power Query
Data Analysis
Microsoft Excel
Tableau
SQL
Microsoft Power BI
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