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Hire the best Financial Plans Freelancers in Texas

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  • $50 hourly

    • 5.0/5
    • (19 jobs)
    Goal-oriented individual with applied mathematics, statistics, finance, and programming languages background that strives to excel in all given tasks. Has strong financial knowledge with skilled analytics, modeling, and valuation. Adapts quickly to all work environments while maintaining a high level of accuracy and ensures timely completion of deadlines.
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    Data Analytics
    Data Analysis
    Strategic Plan
    Presentation Design
    Finance & Accounting
    Excel Formula
    Financial Analysis
    Analytics
    Financial Modeling
    Financial Planning
    Investment Research
    Information Analysis
    Microsoft Excel
    Data Entry
  • $100 hourly

    • 5.0/5
    • (5 jobs)
    Transformational leader with 15+ years of experience in project delivery and program management. Customer-focused and results driven, with a proven track record of transforming concepts into high quality solutions. Skilled in navigating complexity and ambiguity. Equipped with an MBA, PMP Certification, and formal financial planning education. Availability: I do NOT work a "day job." Fractional work is what I've built my business on. This means that I am available during normal working hours in US time zones.
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    Financial Planning
    Project Management Office
    Management Skills
    Leadership Development
    Tableau
    Project Management
    Project Delivery
    Microsoft Office
    Project Planning
    Program Management
    Communication Skills
    Atlassian Confluence
    Jira
    Microsoft Project
  • $69 hourly

    • 5.0/5
    • (7 jobs)
    Who you hire matters. Before you hire a bookkeeper, accountant, controller or CFO, talk to me for 15 minutes and let me explain why, from my point of view, this is such a critical hire and how I can significantly influence the trajectory, stability and scalability of your business. When Leadership is Required. To become the CFO of a $900M firm I had to work incredibly hard, incredibly smart and bring value to my employer every day. I was always working for someone else though. I recently decided to strike out on my own, start my own Fractional CFO, Fractional Controller, Accounting and Bookkeeping practice. After graduating with a B.S. in Accounting, I spent 30 years climbing the corporate ladder. I have performed all the Bookkeeping, Accounting, executive-level Accounting and Finance roles for companies from the startup stage to $900M in annual revenue. I am an Advanced QuickBooks ProAdvisor, Xero Certified Advisor and Zoho Books Accountant. I offer Bookkeeping, Accounting, complete GAAP compliant, tax-ready Bookkeeping and Accounting with Payroll and Reporting to start-up, small, medium, and large businesses as well as Virtual/Fractional Chief Financial Officer (CFO) services. A Sample of My Skills and Expertise Include: Balance Sheet. Reconciliation, review, organize and consolidate when necessary: organize the balance sheet, identify trends and insights to make more informed business decisions. Review current and future pain points and any corrective action(s) to avoid declines in performance. Evaluate company liquidity and solvency, the ability to meet short-term and long-term financial obligations and the company’s ability to generate profits and grow the business with existing assets. Profit & Loss / Income Statement. Compilation, reconciliation and review. consolidate when appropriate. Prepare the profit & loss, bringing it to a tax-ready or bank-ready condition. Ensure the profit & loss remains ready for managers, giving them the ability to make well-informed business decisions. Calculate revenue from sales or services. Define, evaluate, organize, and reduce expenses such as cost of goods sold and operating expenses. Recommend improvements to the client. Cash Flow Statement. Illustrate cash inflows and outflows over a period to stakeholders. Define the company’s liquidity and its ability to meet short and long-term financial obligations. How much cash is the company generating from its core business operations? How much cash is the company investing in its future growth? How is the company financing its growth? Technology. QuickBooks, Xero, Zoho Books, Wave, FreshBooks, etc. compile, convert, Organize and set up all company records into the chosen accounting platform. Provide the company leadership with a clear view of their business and its financial position at any stage of development from start up to a multi-generational enterprise. Income. Maximize Company Income. Build and/or review company pricing models to ensure maximum income while maintaining market competitiveness. Develop financial strategies to gain additional market share through competitive short-term and long-term strategies. Inventory. Optimize Inventory Levels to meet market demands and improve customer satisfaction ratings. Strengthen company profits and improve operational efficiency. Boost inventory turnover. Improve inventory valuation. Analyze and reduce shrinkage to heighten profitability. Identify and eliminate obsolete inventory. Expenses. Strengthen Company Profitability through a reduction in the cost of goods sold, making sure to include vendor rebates. Improve expense allocation. Granular reporting to identify vendors overcharging, eliminate internal waste, improve operational and production efficiency. Benchmark expenses against industry standards. Identify and eliminate unnecessary expenses. Budgeting & Forecasting. Forecast future financial performance. Identify and mitigate financial risks. Build realistic, achievable budgets. Track budget performance and adjust as required. Improve communication and collaboration between departments. Create pro-forma financial statements to predict and understand company performance, adjusting effect outcomes. Income Tax. Sales Tax. With properly prepared financial statements, a client’s tax liability will be significantly reduced from previous years. This is NOT what your tax preparer does, they work with the numbers they’re given; I make sure they’re given the correct numbers. I will verify and audit your financial statements, ensuring they remain in a tax-ready condition. I will audit and review your sales tax filings, with a focus on compliance, and only paying what’s owed. Software. QuickBooks, Xero, Zoho Books, Sage Intacct, NetSuite, Wave Accounting, FreshBooks. What you can expect from me: A partner. An accountant with 30 years of experience and expertise who cares about your business.
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    GAAP
    QuickBooks Enterprise
    Intuit QuickBooks
    QuickBooks Online
    Bookkeeping
    Accounting Software
    Accounting Principles & Practices
    Sales Tax
    Finance & Accounting
    Accounting Advisory
    Financial Planning
    Technical Accounting
    Financial Accounting
    Management Accounting
    Accounting
  • $125 hourly

    • 5.0/5
    • (186 jobs)
    Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out some of my models in the Portfolio section of my profile. I am very personable and want to learn how I can be of assistance to you! ◊ Service Offerings ◊ Financial Modeling: • Integrated/Three Statements Enterprise Planning • Capitalization Table • Taxation • Reporting • Debt Management • Personal Finance Valuation: • Monte Carlo Simulation • Discounted Cash Flow Analysis • Abnormal Earnings/Residual Income Management & Decision-making Tools: • Business Process Automation • Pricing • Form Automation • Dashboards & Performance Measurement • Data Visualization • Optimization • Decision Tree • Scheduling
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    Financial Planning
    Corporate Finance
    Business Analysis
    Venture Capital Consulting
    Company Valuation
    Financial Reporting
    Financial Modeling
    Visual Basic
    Business Valuation
    Financial Analysis
    Data Visualization
    Cash Flow Analysis
    Financial Projection
    Microsoft Excel
  • $40 hourly

    • 5.0/5
    • (3 jobs)
    I am a professional Accountant, with a focus in Analysis, Data Management, Budget and Cost processes. I have over 16 experience years worked mainly in Oil & Gas Industries. My professional experience includes Financial Planning, Budget, Top Management Reports and Accounting & Industrial Cost. Also, I have been specialized in Analytics projects through Power BI, Power Pivot and Excel. My services include Management Analysis Projects (Sales, Expenses, Commercial, Collection, Production, Prices, Cost); Budget; Implementation and development of Cost processes; Data Management and Consolidation
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    Problem Solving
    Month-End Close Assistance
    Cost Analysis
    Microsoft Power BI Data Visualization
    Cost Accounting
    Financial Planning
    Microsoft Excel PowerPivot
    Budget Management
    XLSX
    SAP
    Power Query
    Microsoft Power BI
    Data Analysis
  • $35 hourly

    • 5.0/5
    • (2 jobs)
    🌟WHAT I DO 🌟: I solve problems and increase business efficiency and ROI. With over a decade of experience in Client Success, a Master’s degree in Business Analytics, and the successful founding, scaling, and sale of a niche digital marketing agency. I bring a strategic mindset and leadership expertise to drive client outcomes and business growth. I’ve worked in Startups, SaaS and consulted alongside growth-oriented agencies, helping them scale while ensuring client satisfaction. My passion lies in optimizing processes, reducing churn, and building long-term client relationships that lead to sustained success. I excel at streamlining workflows, analyzing metrics, and implementing actionable strategies to foster client retention and increase product adoption. With a strong entrepreneurial background and over ten years of remote work experience, I thrive in fast-paced, dynamic environments. My goal is to align your business objectives with client success strategies to drive impactful results. I look forward to discussing how my skills and experience can contribute to your team’s, hope to chat soon! WHY HIRE ME? 🌟I possess over a decade of experience in entrepreneurship, managing large teams, and top tier client success in tech industries 🌟I am results-driven, detail-oriented and have a mastery in hospitality at a 5-star level 🌟Extensive experience with event coordinating, client relations, and project management 🌟Proficient and effective in a wide variety of CRM, digital Marketing Software, SaS, retail, POS software and data systems 🌟10 years of upper management experience in forecasting, budgeting, operational management, financial planning and hold a track record of achieving and exceeding profitability expectations 🌟Excellent communicator and team player WHAT DO MY CLIENTS SAY? 🌟Sabrina's hard work and enthusiasm helped us streamline our business in several key areas and made the management of my business and consequently my life SIGNIFICANTLY more enjoyable. I highly recommend working with her! 🌟Before we started working with Sabrina our backend processes were outdated and we didn't have someone we could rely on to deliver consistently for our business and our customers. Sabrina was able to solve these problems for us. It was also a pleasure working with her. READY TO TALK...? Message me or offer me an interview!
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    Business Coaching
    Cross Functional Team Leadership
    Customer Retention Strategy
    Lead Nurturing
    Process Optimization
    Client Management
    Analytics
    Administrative Support
    Hospitality & Tourism
    Customer Support
    Financial Planning
    Business Operations
    Project Management
  • $150 hourly

    • 4.9/5
    • (41 jobs)
    ✅ Microsoft Certified Solutions Expert (MCSE) Power BI Consultant with 9+ years of professional experience designing & developing custom Business Intelligence solutions | Business Intelligence Consultant with extensive experience in Microsoft Power BI & Excel. I’m extremely passionate in my ability to meticulously help my clients define and interpret business requirements, and then create high-impact BI solutions that drive business value. Some of the areas of expertise I offer on the MSBI stack include: • Connecting to heterogeneous data sources (i.e. Excel, SQL Server, Dynamics 365, MS Access, SharePoint, CSV, Text, XML/JSON files) • Modeling and Cleansing data via Power Query, Data Flows (Gen2), and Azure Data Factory • Implementing data warehousing solutions via Azure Synapse and Microsoft Fabric • Creating and managing table query relationships • Performing pivot table data analysis via Power Pivot • Calculating performance KPI metrics using highly efficient DAX formulas • Developing high-impact visual reports with modern dashboard designs • Configuring dashboards, reports, and apps in Power BI Service for user consumption • Implementing data governance strategy and row-level security (RLS) policies I’ve successfully implemented custom reporting analytics solutions for Fortune 500 enterprise clients such as: ✅ PepsiCo ✅ Johnson & Johnson ✅ Mercedes-Benz I’ve also included a broad portfolio below of some custom reports I’ve developed in the past. 💡WHY SHOULD YOU WORK WITH ME OVER OTHERS? 💡 ☑️ Value: I pride myself in over-delivering for my clients. I carry my passion for the work that I produce into each and every engagement. ☑️ Responsiveness: Keeping all vital lines of communication with my clients open during all available hours ☑️ Persistence: Ensuring that a successful outcome is delivered regardless of the number of iterations that need to take place. ☑️ Client Feedback: My main mission is to focus on providing value to ALL of my clients and earn their trust in the process. I believe my job feedback score reflects the value I bring to the market and I take all client input/feedback very seriously as a result. Please don’t hesitate to reach out so that we can work collectively to meet all of your business needs. Schedule a consultation today to see if we're a fit to work together, I look forward to chatting with you and your team!
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    Microsoft Azure
    Python
    Microsoft Excel
    Financial Modeling
    Tableau
    Financial Report
    Microsoft Power BI
    Financial Analysis
    SQL
    Data Analysis
    Power Query
    Financial Reporting
    Financial Planning
    Business Intelligence
  • $35 hourly

    • 4.9/5
    • (45 jobs)
    I am very good at working with Data. I can create vast array of excel databases that streamline data and create views to analyze the information. I can also create macros for all tools to facilitate the analysis of the data in minutes versus days in manual manipulation of data. I have an MBA and skilled at working with financial data and creating analysis or providing forecasting or modeling. I have a bachelor's in engineering and am very technical in nature and love to work with data. Love to figure things out.
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    Data Migration
    Finance & Accounting
    Database
    Spreadsheet Software
    Macro Programming
    Financial Planning
    Visual Basic for Applications
    Data Entry
    Microsoft Excel
  • $65 hourly

    • 5.0/5
    • (17 jobs)
    ☑️ Master-Degree Educated ☑️ Big-Bank Trained ☑️ 10+ Year Experienced Part Time CFO and Management Consultant, specialized in helping Small Enterprises and Startups improve their Strategy, Operations, and Financial Analysis. ✉️ Hyper Responsive | 💲Willing to Work with Tight Budgets | ⌚ Available Sun. - Thu. I've helped founders develop businesses ranging from private equity-funded SaaS companies, graphic design studios, medical supply distributors, social media management agencies, to specialized consultancies. My comprehensive approach is "strategy first" to ensure that my client's have a path forward that informs all other financial, operational, and regulatory work they need. Here Are Some Services I Provide: - Financial Management Advising - Financial Statement Creation - Profitability & Cash Flow Analysis - Projections/Forecasting & Financial Modeling - DCF Financial Analysis - Business Strategy Development & Mapping - Technology Implementation - Industry and Competitor Analysis - Regulatory Compliance Research & Advising DISCLAIMER: I cannot provide legal advice or act as a legal representative or counsel as part of regulatory compliance work
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    Forecasting
    Business Research
    Startup Consulting
    Financial Statement
    Business Strategy
    Business Plan
    Pro Forma Statement
    Financial Projection
    Financial Analysis
    Financial Planning
    Financial Reporting
    Financial Modeling
    Cash Flow Analysis
    Industry Research
    Finance & Accounting
  • $125 hourly

    • 5.0/5
    • (3 jobs)
    I am currently the Founder and CEO of CFO Family, LLC, a global wealth technology platform delivering the most comprehensive and interactive views of total net worth to wealth owners and their advisors. In 2017 I created Aquifer Resources, LLC and held the title of CEO. Aquifer Resources was formed to supply water for drilling and fracking projects in West Texas until it was sold in 2020. I began my career in the Financial Industry in 1997 and previously owned Arrow Private Wealth, LLC, a multi-family office. Arrow Private Wealth was formed after spending 13 years with LD Lowe Wealth Advisory where through the years I filled the roles of Chief Executive Officer, Chief Operations Officer, and Chief Compliance Officer. I attended the University of Arkansas and earned a Bachelor's Degree in Financial Management. I currently sit on the Dean's Alumni Advisory Council for the Walton School of Business at the University of Arkansas.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Projection
    Private Equity
    Business Valuation
    Management Skills
    Project Management Professional
    Financial Consulting
    Venture Capital Consulting
    Financial Reporting
    Financial Plan
    Financial Planning
    Financial Management
    Business Analysis
    Financial Analysis
    Business Plan
  • $100 hourly

    • 5.0/5
    • (6 jobs)
    ✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 6 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is completed by me -Providing quality wok and clear communication is important to me I look forward to working with you!
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    Cash Flow Analysis
    Forecasting
    Real Estate
    Financial Analysis
    Microsoft Excel
    Financial Planning
    Underwriting
    Financial Report
    Financial Modeling
    Valuation
    Mergers & Acquisitions
    Financial Projection
    Investment Banking
    Private Equity
    Pro Forma Statement
  • $33 hourly

    • 4.5/5
    • (21 jobs)
    NATIVE ENGLISH SPEAKER I'm seeking a virtual position for any shift, including 2nd and/or 3rd shift. I'm a Sales Professional with over 20 years experience in B2C and B2B sales, account management, and Customer Service. Great working alone or in a virtual team environment. COLD CALLING, SALES, UPSELLS, OR CLOSER FORMER LICENSED FINANCIAL ADVISOR AND LIFE INSURANCE AGENT Polished Sales Professional comfortable on the phone and competent manager and trainer. Seeking a part time or more virtual position. NO commission. Base pay plus bonus work.
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    Management Consulting
    Sales Copy Review
    Sales Management
    Management Skills
    Copywriting
    Wealth Management
    Writing
    Financial Planning
    Sales Consulting
    Outbound Sales
    Sales
    Lead Generation
    Telemarketing
    Cold Calling
  • $75 hourly

    • 5.0/5
    • (2 jobs)
    If you are looking for a knowledgeable tax preparer I am your person! I have been in the tax business over 11 years and taxes is not my job, but my PASSION! I love everything about helping and educating my clients on financial matters. I have gained the necessary experience and tax knowledge that equipped me to help clients optimize and grow their businesses while saving on taxes.
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    Financial Planning
    Tax Preparation Software
    Business
    Tax Planning & Advisory
    Taxes
    Microsoft Office
    Tax Refund Submission
    Tax Law
    Tax Strategy
    Customer Acquisition
    Tax Law Compliance
    Debt Collection
    Tax Accounting
    Tax Return
    Tax Preparation
  • $45 hourly

    • 5.0/5
    • (2 jobs)
    Financial professional with 15+ years of experience, including several years as a high-yield bond trader for OppenheimerFunds and more than a decade as a portfolio manager of a multi-sector income fund. I have a real passion for helping people navigate the complex world of personal finance and capital markets. I am also fascinated by the crossroads of finance and technology and have deployed all type of tech to help analyze and take action in the markets.
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    Bloomberg Terminal
    Asset Allocation Analysis
    Financial Statement
    Financial Planning
    Investment Portfolio Review
    Certified Financial Planner
    Investment Research
    Python
    SQL
  • $75 hourly

    • 5.0/5
    • (3 jobs)
    Hello! My name is James, and I am a dedicated and experienced accountant with a strong background in bookkeeping, taxation, and business advisory services. I recently founded my own accounting firm with a mission to provide tailored, outsourced accounting solutions for small to medium-sized businesses and their owners. With over 5 years of experience working with diverse industries, I have honed my skills in financial reporting, budgeting, tax planning, and financial analysis, allowing me to identify opportunities for growth and help businesses thrive. My expertise enables me to streamline accounting processes, ensuring accurate and timely financial information for better decision-making. As an accounting professional and a member of multiple professional organizations, I stay up to date with the latest industry trends, tax regulations, and accounting best practices. I am proficient in various accounting software such as QuickBooks and Xero; as well as countless business and financial management platforms. My services include: Bookkeeping: Accurate and timely recording of financial transactions to facilitate informed decision-making. Tax Compliance & Planning: Ensuring compliance with tax laws, minimizing tax liabilities, and identifying tax-saving opportunities. Financial Reporting & Analysis: Preparing financial statements, budgeting, and providing insights to optimize business performance. Business Advisory Services: Strategic planning, cash flow management, and growth consulting to help your business succeed. I am passionate about helping businesses and their owners navigate the complexities of financial management, and I am committed to providing personalized, high-quality services that align with your unique goals and objectives. I look forward to working with you and contributing to your business's success. Please feel free to reach out with any questions or to discuss your specific accounting needs. Let's grow your business together!
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    Tax Planning & Advisory
    Bookkeeping
    Financial Management
    Data Analysis
    Financial Planning
    Business Development
    Financial Reporting
    Business Consulting
    Tax Law Compliance
    Budgeting & Forecasting Software
    Tax Accounting
    Financial Accounting
    Accounting
  • $60 hourly

    • 5.0/5
    • (1 job)
    I am a management consultant specializing in operations excellence, process optimization, and financial modeling. Whether you are looking to increase your product/sales throughput, create actionable plans to achieve your goals, or automate time consuming tasks, I'm your guy!
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    Analytics Dashboard
    KPI Metric Development
    Business Planning & Strategy
    Business Writing
    Management Consulting
    Financial Planning
    Benchmarking
    Change Management
    Process Optimization
    Financial Modeling
    Business Management
    Management Skills
    Business Consulting
  • $40 hourly

    • 5.0/5
    • (3 jobs)
    Numbers whisper secrets. I unlock them! I'm an Enrolled Agent, with expertise in Bookkeeping, & Tax Preparation (QuickBooks, Xero, NetSuite). Get ready to streamline your finances, ensure GAAP compliance & empower growth for your business. I bring 15 years of experience in the industry, with expertise in accounting, bookkeeping, tax preparation, and consulting services that are tailored to meet the unique needs of each client. Here's what I'll bring to the table: - Expertise in Accounting and Finance: Proficient in U.S. GAAP compliance, financial reporting, budgeting, and forecasting. - Specialize in corporate and personal tax preparation, sales tax filings, payroll processing, and P&L and balance sheet preparation. - Business Consulting: Provide strategic business improvement strategies, formation of corporations and partnerships, and comprehensive business consulting services. - Advanced Technical Skills: Experienced with QuickBooks, SAP, Intacct, and Microsoft Office Suite (Excel, Word, Access, PowerPoint, Outlook). - Client-Centric Approach: Dedicated to understanding and addressing the specific needs of each client to deliver customized solutions that drive growth and efficiency. - Regulatory Compliance: Ensure that businesses remain compliant with all relevant tax laws and regulations, minimizing risk and avoiding penalties. Sharp financial insights, delivered with clear communication, fostering long-term client relationships. Let's chat & unlock your financial potential! #FinancialClarity
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    Tax Return
    Bookkeeping
    Xero
    Oracle NetSuite
    QuickBooks Online
    Financial Planning
    Bank Reconciliation
    Budget Management
    Tax Accounting
    Tax Preparation
    GAAP
    Payroll Accounting
    General Ledger
    Intuit QuickBooks
    Finance & Accounting
  • $110 hourly

    • 4.7/5
    • (1 job)
    ⭐️⭐️⭐️⭐️⭐️ Over 20 years of experience as a CFO, Fundraiser, and Business Consultant with 15 years in Senior Finance roles at multiple companies. Fintech pioneer with the founding of EquityNet.com in 2005, a SaaS-based crowdfunding marketplace with five patents, 20,000 investors, and over $600 million in business funding facilitated. Demonstrated history of successfully advising small to medium-sized businesses, including the assistance of 200+ businesses in many industry sectors. Consulting has entailed a wide range of assistance from business strategy and capital raising to financial modeling and accounting to fractional CFO and controller roles.
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    Strategic Planning
    Investment Strategy
    Financial Report
    Financial Projection
    Business Plan
    Business Consulting
    Startup Consulting
    Management Consulting
    Fundraising
    Crowdfunding
    Financial Management
    Financial Planning
    Financial Modeling
    Financial Analysis & Valuation
    Finance & Accounting
  • $45 hourly

    • 5.0/5
    • (1 job)
    Passionate and self-driven professional with 13+ years of experience in Accounts Receivable, Collections, Credit Analysis and Account reconciliation. In case you have a limited budget but want the best of services to manage your books of accounts, I can help. • Proficient in excel and all MS applications • Highly experienced in data management and reporting • 100% customer satisfaction assured
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    Accounts Payable
    Accounts Receivable
    Process Improvement
    Account Reconciliation
    Management Consulting
    Analytical Presentation
    Bookkeeping
    Financial Planning
    Accounting
  • $100 hourly

    • 4.8/5
    • (7 jobs)
    I’m a financial and venture capital professional with expertise in investor relations, developing investment strategies, and managing financial operations for high-growth companies and SMBs. Whether you’re looking to build financial models (cash flow forecasts, pro forma cap tables, waterfall analysis etc.) secure funding, optimize cash flow, implement a finance stack, or scale your operations, I can help. - Experienced in financial modeling, due diligence, and fundraising strategies -Skilled in managing investor relations and communications with VC firms and family offices - Strong focus on accurate financial reporting, cash flow management, and value-driven financial planning I handle projects from strategy to execution, ensuring every detail supports your goals. Regular communication is important to me, so let’s keep in touch!
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    Financial Analysis & Valuation
    KPI Metric Development
    Cash Flow Modeling
    Cash Flow Analysis
    Venture Capital Consulting
    Venture Capital
    Waterfall
    Pitch Deck
    Fundraising
    Bookkeeping
    Accounting
    Financial Planning
    Analytical Presentation
    Management Consulting
  • $50 hourly

    • 5.0/5
    • (11 jobs)
    Highly organized and detail-oriented Project Manager with a strong background in finance. Skilled in project coordination, strategic planning, budget management, team leadership, financial analysis and stakeholder communication. Seeking a challenging role that combines project management expertise with financial acumen to drive the successful execution of projects and achieve strategic organizational goals.
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    Real Estate Financial Modeling
    Financial Modeling
    Financial Planning
    Real Estate Investment Assistance
    Construction Management
    Investment Strategy
    Real Estate Appraisal
  • $40 hourly

    • 5.0/5
    • (19 jobs)
    I am a professional business analyst with 13 years of work experience. I deliver top-quality work to the most discerning buyers with no compromise on quality. I would be glad to offer you business, investment & financial advise including market/competitor strategy, expansion/growth strategy, business plan, revenue projections & financial models. In the past, I worked as a full-time employee with global brands such as Deloitte, Sutherland Global, and Boston Analytics. I have extensive work experience in business, investment and financial analysis working for corporate, investors, CxOs & consulting firms. During my tenure, I worked with diverse clients including GE Finance, Citi Finance, IBM, Arthur D. Little, Booz, Godrej, Hunt Partners, and SKC&C. I have been particularly recognized for my organized working style, comprehensive research skills, solid analysis, and well-structured presentations. I hold a Bachelors in Economics and a Masters in Management and have been a top performer with a strong track record. Leverage my vast experience and expertise to grow your business.
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    Business Management
    Business Plan
    Economics
    Business Intelligence
    Analytics
    Data Visualization
    Data Analysis
    Financial Planning
    Microsoft Excel
  • $125 hourly

    • 5.0/5
    • (2 jobs)
    Founder | M^2 Investment Group • Manage investment data portfolios • Oversee project management and controls on assets • Develop data visualizations for insights into large scale data trends, outliers, and patterns • Perform data analysis, financial analysis, and energy analysis • Analyze geopolitical events, global economics, risk, and market sentiments • Provide consultancy in Commercial Real Estate, Digital Media, E-Commerce, Equities, and Options Business Financing Advisor | ROKFinancial • Small Business Loans • Business Line of Credit • Equipment Financing • SBA Loans • AR Financing • Merchant Cash Advance • Asset Based Loans • Franchise Financing • Fix N Flip Loans • Credit Card Processing • Startup Funding ***Lending my experience to help organizations become more established and grow their financials.*** Fractional CFO: - Financial Performance Review - Budgeting and Forecasting - Pricing and Compensation Consulting - Dashboards and Metrics - Customer Sales Data Analysis - Payroll, Recruitment, and Supervision of Bookkeeping Technical Skills: - Technical Writing - Budgeting, Forecasting, and Cash Flow Management - Growth Strategy and Market Fit Development - Custom Dashboard Generation - KPI (Key Performance Indicators) and Metrics Tracking - Business Process Flow Creation
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    Bookkeeping
    Financial Projection
    Financial Analysis
    Small Business Administration
    Financial Modeling
    Finance & Accounting
    Project Finance
    Corporate Finance
    Investment Strategy
    Business Planning & Strategy
    Commercial Lending
    Financial Planning
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    I’m an accounting & finance professional with experience in a number of for profit industries, as well as in the federal government. Recently, I have been working on a project to assist a tax professional business with bookkeeping in preparation for tax filing season. (0.25 Full Time Equivalent or 10 hrs/week) In anticipation of tax season, I recently completed 18 hours of IRS approved coursework, including the 6 hours of the Annual Federal Tax Refresher Course and 2 hours of Ethics training. Additionally, I completed five (5) other IRS-approved courses specifically designed to train me on how to properly categorize/classify expenses — and, more importantly, how to know if they are allowable, based on the most recent changes to US tax laws. As small business owner and industry professional of 20+ years, I have earned some wisdom along the way. Allow me help you to achieve your accounting and financial objectives — without the stress!
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    Compliance
    Business Management
    Strategy
    Government Procurement
    Financial Planning
    Financial Management
    Business Presentation
    PPTX
    Finance & Accounting
    Budget Management
    Microsoft Excel
    Presentations
    Intuit QuickBooks
    SAP
  • $99 hourly

    • 0.0/5
    • (0 jobs)
    For the past 3+ years, we have been providing fractional CFO (virtual CFO) services for growing 6 & 7 figure businesses. We know that with growth (as exciting as it is!) comes uncertainty. You need help with things like: • Making smarter strategic financial plans • Identifying potential financial pitfalls • Cash flow forecasting • Projections 💥Examples of industries we help to serve: • Roofing contractors • Commercial general contractors • Commercial subcontractors • Residential custom home builders • Insurance Claim Adjusters • Family Counseling • Real Estate Investors and Developers A few testimonials: 👉 Responsive phaight, July 8, 2022 "My books were not being managed well and Randy jumped in without hesitation to help address the issues in my counseling group practice." 👉A True Professional rehome2021, April 1, 2022 "Taxes are never fun, but working with Randy was not only informative, but his professional approach actually made me look forward to getting the work done. His experience, excellent communication and follow through has made me a customer for life. I will happily refer him to anyone who needs his services." 👉 Extremely helpful AA-Farming, January 20, 2022 "Randy was super helpful in aligning on the proper way to structure some complicated accounting transactions. He was flexible and able to meet me when it was most convenient. I will definitely be using him again in the future." 👉Easy to work with! K. Fuentes - ATC, January 1, 2022 "Randy has provided his services and expertise to our company for a 2-year clean-up & monthly keep up of payroll & accounting services. He is very understanding and easy to work with through even the most difficult circumstances. We are grateful to have him on our team" 👉Experienced. Knowledgeable. Easy to understand. Logan Nicholson, January 10, 2020 "Randy is great to work with. I contacted him originally just to clean up 9 months of accounting from our new business. We quickly realized that he was able to bring so much more knowledge and value to our company. He was able to get everything in tip top shape faster than I expected, and advised us in tax set up, tax planning, and finances in general. His experience working with construction contractors is a huge plus. Randy is now our go to guy for all things financial."
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Pro Forma Statement
    Financial Reporting
    Financial Modeling
    Financial Planning
    Financial Management
    Investment Strategy
    Tax Law Compliance
    Forecasting
    Government Reporting Compliance
    Business Plan
    Tax Strategy
    Financial Policies & Procedures
    Financial Projection
    Presentations
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    Experienced Finance & Accounting Professional with 25+ years as Finance Director & Financial Consultant/Contractor for Saas/software companies in their early to mid-stages, including work related to VC fund-raising and one IPO. I have extensive experience in corporate financial planning and modeling, forecasting & operations analysis, accounting and accounting systems, and I also have extensive knowledge of software revenue recognition from 97-2 through 606, including Saas and recurring revenue models. I have experience working with senior and executive management in all functional areas such as Sales & Marketing, Professional Services, Customer Success/Support teams and Engineering/Saas Ops, HR & Facilities as well as international operations. My experience with early pre-revenue to mid-stage Saas/software companies makes be a valuable resource, giving me experience understanding the financial and operational metrics valued by internal and external stakeholders and investors when raising funds. This experience translates into helping companies build their financial plans with the appropriate level of detail to describe the various operational areas of their businesses and support their underlying assumptions and future performance targets. That includes identifying key performance indicators in relevant areas, and setting up internal processes to capture the necessary data to measure and maintain those metrics on a regular basis in an efficient manner Key Applications experience: Microsoft Office including advanced Excel, numerous accounting and financial planning applications including Netsuite and Quickbooks, experience working with sfdc and project/time reporting systems. I have an MBA with a focus on Finance, and a B.S. in Physics. I also provide services for local small businesses related to their accounting and financial needs. My rates are flexible depending on the client and project, particularly for earlier pre-revenue stage companies.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Plan
    Management Accounting
    Budget Proposal
    Financial Reporting
    Accounting Basics
    Business
    Accounting
    Business Management
    Business Consulting
    SaaS
    Financial Planning
    Financial Report
    Financial Modeling
    Financial Analysis
    Forecasting
  • $40 hourly

    • 5.0/5
    • (2 jobs)
    Over fifteen years of experience working in sales and marketing with a degree in Business Management, a Web Developers Certification, and an Insurance License granted and authorized by Texas Department of Insurance, license number: 2265292. Financial Advising, Life Insurance, Financial Planning, Personal Finance, Web design, Web development, Adobe After Effects, Adobe Photoshop, Adobe Illustrator, S.E.O., analytics, motion graphics, non-destructive compositions, digital imaging, and marketing skills.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Insurance
    Adobe Inc.
    Motion Graphics
    WordPress
    Marketing
    Audio Effects
    Business
    Business Operations
    Life Insurance
    Graphic Design
    Sales
    Financial Planning
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