Hire the best Financial Plans Freelancers in Dallas, TX

Check out Financial Plans Freelancers in Dallas, TX with the skills you need for your next job.
  • $50 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Real Estate Financial Modeling
    Financial Modeling
    Financial Planning
    Real Estate Investment Assistance
    Construction Management
    Investment Strategy
    Real Estate Appraisal
  • $150 hourly
    ✅ Microsoft Certified Solutions Expert (MCSE) Power BI Consultant with 8+ 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, MS Access, SharePoint, CSV, Text, XML/JSON files) • Modeling and Cleansing data via Power Query • 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 worked with multiple clients across several industries including Finance, Digital Marketing, Healthcare, and IT; 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. I’m eager to work with you or your team and help provide highly reliable and performant BI solutions!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Modeling
    Tableau
    Financial Report
    Microsoft Power BI
    Financial Analysis
    SQL
    Data Analysis
    Power Query
    Financial Reporting
    Financial Planning
    Business Intelligence
  • $45 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Bloomberg Terminal
    Asset Allocation Analysis
    Financial Statement
    Financial Planning
    Investment Portfolio Review
    Certified Financial Planner
    Investment Research
    Python
    SQL
  • $99 hourly
    For the past 6+ years, we have been providing fractional CFO (virtual CFO) services for growing 7-figure businesses that offer professional services and light manufacturing. We know that with growth comes uncertainty. You need help with things like: • Projections • Cash flow forecasting • Identifying potential financial pitfalls • Making smarter strategic financial plans • Laying out a financial roadmap to make sure you on track to hit your goals 💥 The good news is that we can help! Examples of industries we serve: • Medical clinics • Appliance repair • Moving companies • Roofing companies • Light manufacturing • Electrical contractors • Construction contractors One of the most common questions I get is: ✅ What's the difference between a Fractional CFO and a bookkeeper or an accountant? Bookkeepers and accountants typically focus on telling you what happened in the PAST. What was your revenue last month? How profitable were you last quarter? How much do you owe in taxes based on last year's financials? Those answers are really important! But you want to know about the FUTURE. You want to understand how the decisions you make TODAY are going to impact things like cash flow, profitability, and taxes next month, next quarter and next year. And that's where a fractional CFO can help! A few testimonials: 👉 “Going into the pandemic was pretty scary. We had a come to Jesus talk with Michael. They made suggestions that were very practical. We have been able to navigate those extremely perilous waters and we could not have done that without Michael and his team.” - Sam Banks 👉 “We felt almost immediately that Michael was worth his weight in gold. He’s very good at communicating and he takes the time to get to the bottom of our needs. It all of a sudden felt manageable and reduced a lot of stress.” - Alison Armstrong 👉 “I don’t have a background in finance. I’ve learned to surround myself with people who complement my weaknesses. Michael’s energy and his passion really sold me. He has this way of teaching that makes you feel really comfortable. He gives you the tools to not only empower you to understand information, but also to retain it. I feel like I just gained so much knowledge.” - Laura Bongiorno 👉 “We became too big to handle finances on our own. We hired Michael in October 2019 and ended up growing top line revenue by 40%. Michael really understands our preferences and comfort level. It’s a high trust relationship.” - Dave & Kari Way
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Business Analysis
    Business Operations
    Financial Analysis
    Business Consulting
    Business Plan
    SaaS
    Financial Management
    Financial Modeling
    Financial Planning
  • $220 hourly
    I am a Dallas and Boston-based CFO with over 23 years' experience as an executive in the financial services industry; spanning hedge funds, broker-dealer and FinTech. Since 2021, I have worked as a Fractional CFO/COO for emerging companies or as CFO-level support for more established firms leveraging my experience for the benefit of growing businesses. I have an extensive background establishing best-in-class financial processes for companies of varying size, including, but limited to; financial planning and analysis, budget vs actual reporting and analysis, cashflow projections, payroll, QuickBooks Online, monthly financial statements, bank and financial controls, reconciliation best practices. I have managed investor due diligence and been responsible for choosing key service providers and vendors. My objective is to handle the daily finance and operations duties of in-house executives thereby freeing them to focus on business strategy and growth.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Startup Consulting
    Finance & Accounting
    Business Process Outsourcing
    Business Process Automation
    Financial Planning
    Financial Accounting
    Intuit QuickBooks
  • $89 hourly
    Strategic Business Manager JP Morgan Chase with financial & airline industry expertise, driving growth & operational excellence.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Sales
    Forecasting
    Budget
    Budget Planning
    Operational Plan
    Analytics
    Financial Planning
    Strategy
    Sales Strategy
    Sales Enablement
  • $20 hourly
    I excel in project management, leveraging my strong work ethic, attention to detail, and commitment to achieving optimal project outcomes. My expertise lies in directing, planning, and executing projects that range from US$50,000 to US$2M. I have the ability to help teams reorganize Asana and use its use-case to help effectively deliver project goals. With a Bachelor's degree and 1-2 years of relevant experience, I bring a fresh perspective and dedication to excellence in every project I undertake. I possess excellent communication skills and thrive in collaborative environments. My ability to effectively communicate project requirements, goals, and progress ensures alignment across cross-functional teams. I believe in fostering open communication channels, promoting transparency, and building strong working relationships to enhance project success. - Project Direction and Planning: Proven ability to lead and guide projects from inception to completion, ensuring seamless execution and achievement of project goals. - Promotional Product Management: Extensive experience in sourcing trending products for marketing campaigns, leading promotional product projects, and enhancing ROI by 12%. - Training and Onboarding: Developed and delivered engaging training materials, managed training calendars, and designed new hire kits, contributing to a 25% increase in employee retention rates. - Organizational and Time Management: Possess excellent organizational skills to manage product inventory, coordinate with vendors, and track project timelines effectively. Skilled in calendar management for training sessions and onboarding classes. *Committed to staying abreast of industry best practices, I actively pursue continuous professional development. This includes staying updated on the latest project management methodologies and tools to bring innovative solutions to the projects I undertake. I am currently studying to take the PMP exam.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Budget Management
    Expense Reporting
    Internal Auditing
    Store Audit
    Financial Planning
    Critical Thinking Skills
    Calendar Management
    Database Management
    Vendor & Supplier Outreach
    Vendor Management
    Inventory Management
    Team Building
    Email Automation
    Telecommunications
    Asana
  • Want to browse more freelancers?
    Sign up

How hiring on Upwork works

1. Post a job (it’s free)

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

How do I hire a Financial Plans Freelancer near Dallas, TX on Upwork?

You can hire a Financial Plans Freelancer near Dallas, TX on Upwork in four simple steps:

  • Create a job post tailored to your Financial Plans Freelancer project scope. We’ll walk you through the process step by step.
  • Browse top Financial Plans Freelancer talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Financial Plans Freelancer profiles and interview.
  • Hire the right Financial Plans Freelancer for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Financial Plans Freelancer?

Rates charged by Financial Plans Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Financial Plans Freelancer near Dallas, TX on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Financial Plans Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Plans Freelancer team you need to succeed.

Can I hire a Financial Plans Freelancer near Dallas, TX within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Financial Plans Freelancer proposals within 24 hours of posting a job description.