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Hire the best Financial Plans Freelancers in Chicago, IL

Check out Financial Plans Freelancers in Chicago, IL with the skills you need for your next job.
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Rating is 4.9 out of 5.
4.9/5
based on 528 client reviews
  • $75 hourly

    • 5.0/5
    • (9 jobs)
    Whether it's squeezing every dollar to its fullest potential or managing a huge balance sheet, I can help. I managed a full book of clients and understand the needs of high net worth (HNW) professionals. As a former J.P. Morgan private wealth advisor managing $200MM in assets, I have an expertise in: - Asset allocation - Alternative Investments - Succession planning - Wealth Projections - Liquidity events (i.e. sale of business) - Behavioral Finance Training - Investment Lessons I am also a Certified Financial Planner (CFP), and I have a deep understanding of the needs, challenges, and what drives success in wealthy individuals. Note that discussions and projects via Upwork are NOT considered financial advice. Upwork is not a financial institution, which is required for legal financial advice. For fiduciary advice, we can work together through my full-time employer, which is a Registered Investment Advisor.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Analysis
    Budget Plan
    Financial Forecasting
    Financial Planning
    Investment Strategy
    Presentations
  • $250 hourly

    • 4.8/5
    • (24 jobs)
    With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the best possible information to make business decisions. I have owned my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. Your job is to grow your company my job is to help you achieve your goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Modeling
    Financial Planning
    Accounting
    Mergers & Acquisitions
    TSheets
    Financial Analysis
    Xero
    Budget Management
    Microsoft Excel
    Accounting
    Financial Projection
    Intuit QuickBooks
  • $65 hourly

    • 0.0/5
    • (2 jobs)
    Summary Results-producing BI Developer with 5+ years of experience in data optimization, workflow automation, and dashboard visualization. Skills Collaborating with cross-functional teams and end users to identify gaps and gather requirements for technical solutions, including data optimization, data warehousing, workflow automation, and general application development. Documenting business requirements and translating technical information to project stakeholders. Developing solutions on several BI platforms, including Power BI, Tableau, Knime, SSRS, SharePoint, and SAP business objects. Working knowledge of programming languages, such as SQL, VBA, Python, R, JavaScript, and C++, as well as experience with APIs and web services. Strong problem-solving and critical thinking skills to help troubleshoot and resolve technical issues. Managing workflows on multiple platforms - SAP, EPIC, Oracle, Scontracts, ServiceNow, SQL Server, Excel, ANAPLAN, Access, SharePoint, Clarity, Microsoft Dynamics 365, Microsoft Office 365, Peoplesoft, Hyperion, and SYMPLR. Resourceful, organized, and dependable problem solver . Building winning environments, consistently adding value, delivering measurable results, and enhancing organizational viability and growth. Experience in building Power Automate, Power Apps, SQL, Oracle MDX, Power BI, Python, and Excel models; leveraging data providers, including Service Now, Oracle, SAP, SharePoint, Clarity, Netsuite, TM1, COGNOS, Peoplesoft, Anaplan, Excel, Hyperion, and SmartView to mine, analyze, and automate division reporting. Education DePaul University Bachelor of Science – Accounting Minor – Computer Science Experience Sinai Health Systems Apr 2020 - Present Senior BI Developer Building complex queries with SQL and Python, injecting them into Tableau and Power BI models. Leveraging data providers, including SQL Server, Excel, Access, ServiceNow, SAP, EPIC, AXIOM, SharePoint, SQL Server Reporting Services, and SYMPLR. Assisting with monthly ad-hoc analysis and running jobs for functional areas, including Finance, Accounting, Operations, Legal, HR, and IT. Automating data entry and processing with Microsoft PowerApps and hybrid workflows, which extract data from incoming documents, such as invoices and purchase orders, and populate fields in a SQL Server and Axiom Financial Planning. Improving overall decision-making by designing and developing BI reports providing invaluable insights. Providing thought leadership and training for applications, financial matters, and project management framework procedures. o Project 1 – Contract Management Software Implementation (Capital Project)  Lead Project Manager and BI Analyst for Scontract (SYMPLR) implementation. Established relationships with cross-functional stakeholders, including Legal, Accounting, Finance, and Clinical teams, to develop and document automated workflows and centralized contract information. o Project 2 – Revenue Cycle Analytics (Operational)  Worked with Accounting, Finance, and Revenue Cycle teams to implement automated workflows for journal entries and transfer information into Axiom clinical forecasting and planning dashboards for managed care analytical models. United Airlines Mar 2019 – Apr 2020 Senior BI Analyst Strategized with business users and collected requests to update existing BI reports accommodating business needs. Streamlining business processes by analyzing manual processes, such as project requests, reviews, and approvals - designing workflows that automate steps, reduce errors, and improve efficiency between multiple applications. Lead project analyst for IT financial projects – planned and forecasted for headcount, hardware, and software. Worked with vendors to obtain quotes and resources. o Project 1 – ServiceNow and Oracle interoperability  Worked with Finance and Technology to establish API connections, workflows, and analytics between Oracle and ServiceNow. Provided new workflows for project owners and stakeholders to manage requests, analyze project dashboards, and transfer information between Oracle and ServiceNow. o Project 2 ¬– Complex PL SQL (MDX) queries in Oracle Hyperion  Developed highly complex PL SQL (MDX) queries extracting IT project financial data from Oracle Hyperion reporting. Created reports by injecting queries in Power BI and distributing them via SharePoint and MS Teams. Imbibe Inc. Mar 2018 – Dec 2018 Sr. Financial Analyst & Technology Admin Involved in planning, defining, and designing data schemas. Collected business requirements and provided documentation. Developed SOL scripts. Indexes, complex queries for data analysis and extraction Used SSIS and t SQL stored procedures to transfer data from source to staging area and o Project 1 – Migrating ERP – QuickBooks to Microsoft Dynamics 365  Lead Analyst and Project Manager - Worked with Finance, Accounting, Marketing, HR, Sales, and Regulatory teams to generate and
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    SQL
    Microsoft SharePoint Development
    Corporate Finance
    Microsoft Power BI
    Financial Modeling
    Financial Planning
    Anaplan
    Pro Forma Statement
    Macro Programming
    Visual Basic for Applications
    Financial Projection
    Intuit QuickBooks
    Microsoft Excel
  • $89 hourly

    • 0.0/5
    • (0 jobs)
    As a finance expert with over 10 years of experience and a CFA charter holder, I am here to help you make better financial decisions for your business! With my extensive experience working with multibillion-dollar companies in the USA and abroad, I can offer you much more than just numbers in a spreadsheet. My expertise includes: - Financial modeling, budgeting, short-term planning, and long-term planning - Fractional CFO services - Valuation and M&A support Let me highlight some of my specific achievements that demonstrate my skills and expertise in finance: - Led the finance team as the CFO of a $300 million business unit in Europe, successfully increasing revenue and profitability while optimizing expenses. - Developed financial models and projections for various M&A deals, providing valuations and insights for successful transactions. - Successfully managed investor relations in a publicly traded company, leading to increased investor confidence. - Collaborated with cross-functional teams to drive process improvements and efficiencies in financial planning and analysis, resulting in streamlined workflows and increased productivity. If you choose to work with me, you can expect a personalized approach to your project and timely communication throughout our collaboration. Let's connect and discuss your project in detail! Keywords: Finance expert, financial modeling, budgeting, short-term planning, long-term planning, valuation, M&A support, CFA, CFO, Fractional CFO, FP&A, revenue growth, profitability optimization, expense optimization, forecasting accuracy, investor relations, process improvement, productivity.
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    Microsoft PowerPoint
    Cost Analysis
    Business Management
    Business Planning & Strategy
    Business Consulting
    Valuation
    Power Query
    Financial Modeling
    Financial Planning
    Venture Capital
    Budget
    Microsoft Excel
    Data Analysis
    Financial Analysis
    Microsoft Power BI
  • $35 hourly

    • 0.0/5
    • (0 jobs)
    Welcome to my profile! As an accomplished Financial Analyst, I am passionate about helping businesses make informed decisions through rigorous data analysis and strategic financial planning. With several years of experience in the financial industry, I have honed my skills to provide actionable insights that drive growth and maximize profitability. What I Offer: 1. Comprehensive Financial Analysis: I excel in conducting thorough financial analysis, including budgeting, forecasting, and financial modeling. By carefully examining historical data and market trends, I am adept at identifying potential risks and opportunities, enabling businesses to navigate uncertainties with confidence. 2. Strategic Planning and Reporting: Crafting well-structured financial plans is essential for sustainable growth. I specialize in developing insightful financial reports and presentations that communicate complex financial information in a clear and concise manner. These reports serve as invaluable tools for key stakeholders in making informed decisions. 3. Investment Evaluation: Whether it's assessing potential investment opportunities or evaluating existing ones, I leverage my expertise in analyzing various investment vehicles and assessing risk-return profiles. My recommendations empower clients to make sound investment choices aligned with their financial goals. 4. Cost Optimization and Efficiency Enhancement: Streamlining financial operations and identifying cost-saving opportunities are my forte. I am skilled at conducting cost-benefit analyses and implementing process improvements to boost efficiency and maximize resource utilization. 5. Financial Modeling and Scenario Planning: Through advanced financial modeling techniques, I provide clients with accurate projections of their financial performance under different scenarios. This enables proactive decision-making and aids in mitigating potential risks. 6. Compliance and Regulatory Adherence: Staying compliant with financial regulations is crucial for businesses. I have a deep understanding of relevant financial laws and standards, ensuring that my clients' financial activities adhere to the latest regulatory requirements. 7. Data-Driven Insights: I believe in the power of data to drive strategic decisions. By employing advanced analytics and data visualization tools, I transform complex financial data into actionable insights, empowering my clients to stay ahead in their competitive landscape. Why Choose Me: I pride myself on delivering exceptional results by combining my strong analytical skills with a deep understanding of financial markets and industry dynamics. My attention to detail, commitment to accuracy, and passion for continuous learning enable me to provide high-quality financial advisory services. Let's Collaborate: If you are seeking a dedicated and results-driven Financial Analyst to help you achieve your business objectives, I am here to assist you. Let's connect and explore how we can work together to create a prosperous financial future for your organization. Feel free to send me a message, and I look forward to the opportunity of collaborating with you!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    SQL
    Zoho Analytics
    Microsoft Power BI
    SAP
    Business Analysis
    Real Estate Acquisition
    Financial Model
    Accounting
    Financial Analysis & Valuation
    Microsoft Excel
    Financial Planning
  • $35 hourly

    • 0.0/5
    • (0 jobs)
    Experienced in financial and data analysis. Strong writing background in professional contexts. Well rounded professional looking to assist in any form of business development
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    AI Implementation
    Writing
    SEO Performance
    Data Analysis
    Financial Planning
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I'm a financial professional with 10 years of experience in various sectors, from non-profits to big tech. I have a passion for helping organizations achieve their financial goals and optimize their performance. - Provides budgeting, forecasting, reporting, modeling, scenario analysis, and strategic planning - Strong skills in Excel/Sheets, SQL, and data analytics tools. - Clear communication is important to me, with shared expectations
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    Microsoft Excel PowerPivot
    Cost Analysis
    Decision Making
    Financial Planning
  • $250 hourly

    • 0.0/5
    • (0 jobs)
    Raised $100+ million in funding working with startups as their CFO over the course of my career. Now I manage one of the largest venture funds investing in emerging markets, and also advise startups on a limited availability through Upwork.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Startup Consulting
    Financial Planning
    Financial Analysis
    Investment Banking
    Corporate Finance
    Strategic Planning
    Finance
    Fundraising Presentation
    Investor Overview
    Pitch Deck
    Fundraising
    Pitchbook
    Venture Capital Consulting
    Venture Capital
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    📊 Experienced Accounting & Bookkeeping Professional 📚 As an accounting and bookkeeping specialist with 13+ years experience in Big 4 Accounting, I offer a comprehensive range of services to support your business's financial needs. I bring a wealth of knowledge in various aspects of accounting and bookkeeping, ensuring your financial records are not just accurate but also strategic assets. My services encompass: ✅ Company Account Setup: From creating a company account to establishing a detailed chart of accounts, I'll lay the foundation for your financial success. ✅ Financial Data to Powerpoint: Review financial data and translate into a concise and visually appealing PowerPoint presentation including budget vs actual, metrics, etc. ✅ Expense Posting: Posting expenses into excel or accounting software ✅ Financial Analysis: I provide in-depth financial analysis that helps you gain insights into your business's performance and make informed decisions to increase revenues or profits and sustainably reduce costs ✅ Strategic Planning: Crafting financial strategies that align with your goals and vision, I empower your business for sustainable growth. ✅ Forecasting: Predicting financial trends and future scenarios, I help you plan for a secure and prosperous future. ✅ Reconciliations: Bank reconciliations, accounts receivable and accounts payable reconciliations What sets me apart is my diligence and analytical prowess, coupled with a client-centric approach. If you're seeking a technically skilled and client-focused accounting partner, I'm here to help you thrive. Let's work together to achieve your financial goals. "📈 Accounting Software & Industry Expert 🌐 With a global clientele spanning various industries, I bring extensive expertise in accounting software and a diverse range of business needs. Here's what sets me apart: 🌟 Accounting Software Proficiency: As a certified QuickBooks Pro Adviser and Xero expert, I've mastered leading accounting software. I'm also well-versed in Wave, Freshbooks, Zohobooks, MYOB, Google Docs, and Excel. 🌐 Industry Experience: My experience extends across multiple industries, including: Ecommerce: From Amazon and eBay to Shopify and Etsy, I've helped clients optimize their financials. Specializing in Amazon FBA reports, profit analysis, and SKU profitability. Real Estate: Working with agents, brokers, and property managers, I've streamlined real estate operations for multiple investors and properties. Professional Services: I've supported programmers, developers, marketing agencies, and architects with their unique accounting needs. Security Services: My expertise in labor-intensive businesses includes full-fledged payroll management using platforms like ADP, Gusto, and QuickBooks Payroll. Transportation: I've honed my skills in leasing, financing, and expense allocation for trucking and transportation businesses. Franchising: I've managed financial tracking for companies with multiple franchises, ensuring accurate accounting and up-to-date reporting. Crypto-Related Business: With over two years of experience in the crypto industry, I'm well-versed in GAAP, IFRS, and tax treatment. I work with various crypto exchanges and tax consulting firms. 💼 Client-Centric Approach: My focus is on delivering tailored solutions that meet your unique business needs. Whether you're a small startup or an established corporation, I'm here to help you navigate the complexities of finance. Contact me anytime to schedule a meeting and discuss how I can support your business. Let's collaborate to achieve financial success! 📊 #AccountingExpert #IndustrySpecialist #FinancialConsultant"
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    Accounts Payable
    Communication Skills
    Management Consulting
    Accounting Advisory
    Financial Planning
    Budgeting & Forecasting Software
    Accounting Software
    CPA
    Financial Analysis
    Financial Reporting
    Accounting
    Financial Accounting
    Bookkeeping
    Account Reconciliation
    Data Entry
  • $20 hourly

    • 0.0/5
    • (1 job)
    I am a driven and detail-oriented professional with a background in personal finance and am currently a firefighter/EMT with 8 years of experience. I have developed a strong skill set in helping people with a high sense of detail. In my current role at the fire department, I have been able to achieve a mixture of care for people and precise detail with extremely tedious tasks. In my free time, I enjoy reading, cooking, and learning new skills. I am excited to continue growing and learning in my career, and am always looking for new opportunities to challenge myself and make a positive impact.
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    Resume Writing
    Accounting
    Editing & Proofreading
    Finance & Accounting
    Financial Planning
    Microsoft Excel
  • $225 hourly

    • 0.0/5
    • (0 jobs)
    Tom Dillon spent nearly a decade analyzing stocks and investments at William Blair all while obtaining the Chartered Financial Analyst, CFA, designation. During this time period, he was responsible for interviewing 100s of CEOs & CFOs, as well as building the financial models of various publicly traded companies. Tom left his stock analyst days to pursue his entrepreneurial dreams. Tom looked in the mirror and knew he needed operation experience in order to make these dreams a reality. So he decided to join a turnaround story, ice.com, as their CFO and then promoted to CEO/CFO. Ice.com was a $10MM in revenue jewelry eCommerce website. After leaving, he began his entrepreneurial journey. A three time founder and CEO, he previously led successful startup Zebra Cares, a propTech company in the real-estate space, where he remains on the board of directors. Zebra Cares can be thought of as RedFin meets Uber - connecting leads to live-in leasing agents - providing technology to streamline the renting experience. Tom received his MBA from Kellogg while founding Zebra Cares and designing the financial model for Fixer, a project of Mike Evans, co-founder of GrubHub. Mike went on to raise $4MM, an amount determined by Tom's financial modeling. Fixer's business model is most comparable to TaskRabbit but strictly for handyman services, ultimately providing transparency to pricing and ease of ordering. Today, Tom spends his time working as a fractional CFO helping drive top and bottom line performance, and for certain clients working as a fractional CTO (built an agency & software company, Jetson, servicing specific industries). Tom is a been there, done that type of person and takes a holistic view of the business functions. Free time: plays a lot of golf and snowboards. CAREER ACCOMPLISHMENTS * Grew revenues to $550,000 in my first venture. * Hired and managed an international agile technology team while finding product market fit. * Top stock pick in 2013 and 2014, which were up 96% and 53%, respectively. * Developed proprietary database used as basis for entire sector upgrade and downgrade call which yielded +20% (and in one circumstance 40%) in a single day. SUMMARY OF QUALIFICATIONS * Self-motivated professional who thrives in high-pressure environments. Successful at managing multiple projects while meeting tight deadlines and a true team member.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    People
    Entrepreneurship
    SaaS
    Analytical Presentation
    Security Analysis
    Modeling
    Fundraising
    Financial Reporting
    Conduct Research
    Capital Markets
    Statistics
    Forecasting
    Financial Report
    Financial Modeling
    Financial Planning
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