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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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  • $60 hourly

    • 4.9/5
    • (18 jobs)
    I have advised over 55 C-Suite Executives and 50 leadership teams as a strategic partner who drives operational excellence and creates cross functional impact across tech startups! I enjoy contextualizing data, simplifying complex content, and providing clarity company wide within tech startups. I take on mitigating risks for senior executives across marketing, communications, business development, safety, and global partnerships departments by providing analytical and operational support I have supported startups and established companies within the following critical roles: Chief of Staff, Executive Business Partner, People Operations Manager, Customer Success Manager, Project Manager, Communications Manager, and more! Let me help you direct your initiatives while shaping operational needs, influencing employees, and driving company mission
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    Financial Planning
    Business Development
    Product Management
    Task Coordination
    Employee Onboarding
    Team Management
    Customer Relationship Management
    Organizational Development
    Corporate Event Planning
    People Management
    Administrative Support
    Project Management
    Strategic Planning
    Change Management
    Executive Support
  • $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.
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    Financial Analysis
    Financial Planning
    Investment Strategy
    Presentations
  • $150 hourly

    • 4.8/5
    • (28 jobs)
    With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the information you need, when you need it, to get the best possible outcome. I have owned, and sold, 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. I can help with M&A whether it's getting your company ready for sale/investment or helping to evaluate, purchase, and integrate an acquisition. 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. I believe that cash is the life blood of a company and can fix many issues. Your job is to grow your company my job is to help you realize its full value.
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    Financial Modeling
    Financial Planning
    Mergers & Acquisitions
    Financial Analysis
    Xero
    Budget Management
    Microsoft Excel
    Accounting
    Financial Projection
    Intuit QuickBooks
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    Accounting professional with diversified experience in general accounting, cost accounting, business management, tax, audit, review, mergers and acquisitions, business valuation, and system conversions. Strong array of skills in cash flow management and forecasting, financial reporting, financial statement consolidation, budgetary planning and forecasting, employee management, written and verbal communication, cross-functional collaboration, compliance reporting, and investor engagement. Proven leadership of multi-million dollar entities with large workforces and multiple locations. Results driven manager delivering quantifiable profitability through cost control, process improvement, training, and technology. Successful continuous improvement and hands-on leadership approach in managing all aspects of a company while exceeding all goals and deadlines in fast-paced environments.
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    International Financial Reporting Standards
    Forecasting
    Financial Presentation
    Financial Planning
    GAAP
  • $89 hourly

    • 5.0/5
    • (1 job)
    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
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    •Very familiar with consolidating multiple business units to produce external SEC filings •Familiar with gathering and compiling unstructured data, also validating the accuracy of unstructured data •Experience with opening balance sheets, carve out audits, restatements, and hyperinflationary accounting •Prior to spending seven years in Global Consolidations, was posting journal entries and reconciling accounts in the US Zone •Audit experience - both as an auditor and client •Proficient with SAP, BI, HFM
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    Financial Planning
    Bookkeeping
    Accounting
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    Yes, I'm John McLane! No, I'm not that John McClane! But here are some lists of what I've worked on and my skillsets: * Consolidated and reported on 4 SaaS SMBs ($30M ARR) at ASG as their Finance/Operations Director * Developed initial valuation model for Coleman Research acquisition ($20M+) * Established a small K-Pop accessory business from the ground up with co-founders * Traveled across the U.S. and Asia during my 4 years performing PwC audit and transaction service engagements Skills: Bookkeeping, Accounting, Valuation, Modelling, Startup Consulting, FP&A, Process Improvement/Automation
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    Startup Consulting
    Finance
    Financial Modeling
    Financial Statement
    Financial Variance Analysis
    Financial Accounting
    Financial Analysis
    Financial Analysis & Valuation
    Microsoft Excel
    Accounting Basics
    Management Consulting
    Financial Planning
    Bookkeeping
    Accounting
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    PROFESSIONAL EXPERIENCE Business Administrator and Specialist in Senior Management with over 10 years of experience in technical, commercial, and customer service roles within the insurance sector, including agencies, insurance companies, and brokerage firms. Key Qualifications: Over 10 years of expertise in the insurance sector, specializing in account management, risk insurance, and client relations. Proven ability to cultivate and maintain relationships with senior client decision-makers, ensuring their needs are met through tailored strategies and effective communication. Experienced in driving renewal processes, assembling cross-functional teams, and coordinating with brokers to deliver client-specific renewal strategies. Strong track record in managing profitability, service delivery, and overall account performance, with a focus on valuebased approaches and client satisfaction.
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    Business
    Compliance Consultation
    Data Analytics
    Business Process Automation
    Strategic Planning
    Project Management
    Management Consulting
    Financial Planning
    Analytical Presentation
    Insurance
    Financial Modeling
    Digital Transformation
    Risk Management
    Financial Consulting
  • $70 hourly

    • 0.0/5
    • (0 jobs)
    I bring 5 years of management consulting experience, including a foundation in investment banking. My academic background includes a Master’s in Finance and an MBA from University of Chicago Booth School of Business. I have experience working on strategic initiatives across various departments such as Sales, Customer Success, Product, Marketing, and Legal.
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    Financial Planning
    Business Coaching
    Career Coaching
    Management Consulting
  • $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
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    I am a seasoned accountant with extensive experience in financial analysis, budgeting, and grant management. My career spans across various industries, including non-profit organizations, corporate environments, and start-ups, where I've honed my skills in month-end close processes, financial reporting, and compliance with federal and state regulations. I like to laugh but getting the job done accurately and timely is important to me! Good communication is the best! Details are of importance to me & I am a Virgo if that helps seal the deal for you 😉
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    Financial Planning
    Data Entry
    Customer Engagement
    Customer Service
    Light Bookkeeping
    Bookkeeping
    Accounting Basics
    Accounting
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    Hello my name is Khaill Bailey and I’m a hardworking person who loves helping people and making money on the side. That’s why I joined upwork to help build my financial, so best believe you give me a job I will do it.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Tutoring
    Digital Marketing
    Photography
    Customer Service
    Financial Planning
    Coaching
    General Transcription
    Data Entry
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    Hello! I'm Qiara, your Numbers Ninja and not your average CPA. I'm here to bring everything together with what I call the Fab 5—your financial foundations. When all these elements sync with your ultimate goals, you face just two daily decisions: PUSH or PIVOT. Yes, it sounds simple, and that's because over 20 years of professional experience have honed this approach into a proven, repeatable formula. So, what exactly are these 5 foundations? Tax Filing: The necessary compliance becomes your ally. We don’t just file your taxes; we teach you your unique tax calculation, making tax dates a breeze instead of a nightmare. Tax Planning: More than a requirement, planning is your financial firepower. We adapt tax laws to suit your numbers and future goals. It’s my favorite tool because it evolves as you do! Tax Resolution: Received a nasty letter? IT happens. What matters is how you handle it. Call me, and I’ll take the reins, aiming for the best outcome with the least liability. Bookkeeping: Far from mundane, bookkeeping is your secret to smart resource allocation. We start with your vision, dive into your numbers (or set them up from scratch), and empower your decision-making. Plus, I'll tailor the metrics you need to track regularly—saving you time and money. Strategy: Embedded in all the above, strategy becomes your daily bread. You’ve worked hard for your achievements, and with a solid framework, you'll continually grow, navigating your business towards the life you’ve always wanted. Metrics will guide your journey, simplifying complex decisions. I'm driven by a mission to turn your financial confusion into clear, strategic opportunities. With a personalized, proactive approach, I ensure that your financial goals aren't just met—they're exceeded. Whether tackling complex tax issues or planning for expansion, I provide the expert guidance and innovative solutions you need. Let's team up to elevate your finances and free up your time, propelling you towards even greater success.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Taxes
    Tax Return
    Tax Preparation
    Financial Reporting
    IRS Resolution
    Tax Strategy
    Strategy
    Tax Planning & Advisory
    Financial Planning
    Bookkeeping
    Accounting
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Zachary Vaninger is a mergers & acquisitions (M&A), accounting / finance, and corporate strategy professional based in Chicago, Illinois and St. Louis, Missouri. Education: - Doctoral Candidate, Kellstadt Graduate School of Business @ DePaul University, Chicago, Illinois - Master of Accounting, Johns Cook School of Business @ Saint Louis University, St. Louis, Missouri - Bachelor of Science in Business Administration: Accountancy @ John Cook School of Business, Saint Louis University, St. Louis, Missouri Professional Experience: Zach's experience includes public accounting, consulting, and financial due diligence serving private equity and strategic clients and buy-side corporate development experience at two of St. Louis' most rapidly growing $1.0B+ organizations. Further, Zach is actively engaged in teaching higher education courses and seminars, including accounting, business law, and strategy, at institutions in St. Louis and Chicago. Professional Certifications: - Certified Public Accountant (CPA) in the State of Missouri. Volunteer / Associations: Zach is an active participant is mentorship through the St. Louis Regional Business Council and Association of Corporate Group (ACG St. Louis and ACG Chicago). Further, Zach is a member of the American Accounting Association, the premier community of accountants in academia. Personal: Zach is very active in fitness and anything outdoors: his favorite activity is running along Chicago's Lake Michigan lakefront trails. Further, Zach is a foodie and greatly enjoys exploring cafes in the morning and restaurants in the evening. Finally, Zach is a life-long learner - he enjoys digging into new and engaging research.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Data Visualization
    Data Analytics
    Valuation
    Financial Accounting
    Financial Analysis
    Business Plan
    Business
    CPA
    Mergers & Acquisitions
    Accounting Basics
    Management Consulting
    Bookkeeping
    Analytical Presentation
    Financial Planning
    Accounting
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I have a passion for being a resource and support for those asking for help. My specialty is in development with the goal of promoting, enhancing and finding ways to help a business, non-profit, startup become sustainable. I also focus on interprofessional team building because teamwork makes the dream work. You can expect me to be a clear communicator, accommodate to your needs and ensure that you are happy with my work from start to finish.
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    Continuing Professional Development
    Financial Planning
    Career Coaching
    Coaching
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