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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.
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  • $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!
    Featured Skill Financial Plans
    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
  • $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.
    Featured Skill Financial Plans
    Bloomberg Terminal
    Asset Allocation Analysis
    Financial Statement
    Financial Planning
    Investment Portfolio Review
    Certified Financial Planner
    Investment Research
    Python
    SQL
  • $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.
    Featured Skill Financial Plans
    Real Estate Financial Modeling
    Financial Modeling
    Financial Planning
    Real Estate Investment Assistance
    Construction Management
    Investment Strategy
    Real Estate Appraisal
  • $250 hourly

    • 0.0/5
    • (0 jobs)
    PROFESSIONAL HIGHLIGHTS -Increased sales, margins, EBITDA, profit, and enterprise value via capturing national accounts as President/CEO. -Installed turnkey Enterprise Resource Planning (ERP) systems for several enterprises. -CEO, COO, CIO, and CFO level experience including eleven C suite promotions. -Partner, President & Chairman level experience in private equity funds including work with renowned firms (e.g., KKR, Drexel, Goldman, Ladenburg Thalmann, Milken, Fred Joseph, Jack Kent Cooke, Wasserstein & Perella, John Malone, Hearst etc.). -Partner level experience in public accounting which only 1% of CPAs achieve. -Interim executive work for two of the top firms in the world including a trillion dollar international PE firm. -Successful SEC Public Offerings (Form S-1), road shows, SEC reporting (e.g., 10k, 10q, Sox, MDAs). -Successful Rating Agency presentations & appeal (Moody’s & Standard & Poor’s). -200+ closed/reviewed M&A acquisitions, divestitures, and swaps (IRS Section 1031 Tax Free Exchanges). -Capital raise originations and participations in the private/public markets both domestic & international. -Restructured and turnaround of well-known entities from the brink of bankruptcy. -International deal participation and operational management with stakeholders in Israel, Vietnam, Nigeria, India, China, Australia, UK, Cayman, Channel Islands, Japan, Luxemburg, Germany, Indonesia, Saudi Arabia & Mexico indirectly including royal families. -Featured speaker at the separate Annual AICPA/IMA National Conventions, appearances in many media formats (articles, podcasts, YouTube and online) and selection by a publisher as a top 5%er in field. -United Nations contributor in promoting the contributions of women in business around the world. CREDENTIALS -Master’s Degree in Business Administration (MBA); University of Missouri-Kansas City. -Certified Public Accountant License (CPA-TX, TN with reciprocity available upon filing in the remaining 48 states). -Certificate of International Financial Reporting Standards (IFRS); Institute of Chartered Accountants - UK. -XBRL Certificates from both XBRL International & AICPA. -Certified Management Accountant Certificate (CMA), studied at the CPA School of Washington, DC. -Certified Computer Professional Certificate (CCP). -Bachelor of Science (BS); Department of Computer Science, Statistics & Mathematics; Marquette University. -Certified Excel University Graduate and AICPA Excel Program Certificate. -Chartered Global Management Accountant (CGMA). -Taxation Law Certificate (TR). -Attestation Audits, Compilations, and Reviews for Public Accounting Certificate (TR). -International Financial Reporting Standards (IFRS) Certificate by the American Institute of CPAs and CIMA.
    Featured Skill Financial Plans
    Legal Consulting
    Capital Markets
    Forecasting
    Budget Planning
    Finance & Accounting
    SEC Reporting
    Mergers & Acquisitions
    Analytical Presentation
    Financial Planning
    Management Consulting
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    Established CPA in the state of Texas since 2017 Expert in Excel, Data Automation and Forecasting, Planning & Analysis.
    Featured Skill Financial Plans
    Budget Planning
    Snowflake
    SQL
    Alteryx Analytic Process Automation Platform
    Data Warehousing & ETL Software
    Financial Planning
    Management Consulting
    Accounting
  • $70 hourly

    • 0.0/5
    • (0 jobs)
    PROFESSIONAL EXPERIENCE Financial executive with significant experience in real estate investments & development, technology mergers & acquisitions and renewable energy. Broad experience across investments, M&A, financial reporting & accounting, FP&A, controllership, fund formation, fund compliance, NAV accounting, and data science. Current CPA candidate.
    Featured Skill Financial Plans
    Strategy
    Financial Analysis
    Chartered Financial Analyst
    Valuation
    Financial Planning
    Accounting
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Experienced Financial Controller with a demonstrated history of working in the real estate industry. Skilled in property and partnership accounting, improving processes, and Microsoft Office applications. Personal traits include: strong work ethic, personable, detail-oriented, and organized. CPA with a Bachelor of Science and Master of Accounting from the University of Florida.
    Featured Skill Financial Plans
    Light Bookkeeping
    Bookkeeping
    Management Consulting
    Financial Planning
    Analytical Presentation
    Accounting Basics
    Accounting
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    I am highly motivated and determined, with a strong work ethic and a dedication to excellence. I hold a bachelor's degree in economics from the University of Texas at Rio Grande Valley and an MBA in data analytics from Longwood University. I am eager to leverage my skills and expertise to contribute meaningfully to the fields of accounting, finance, and analytics.
    Featured Skill Financial Plans
    Budget Management
    Financial Planning
    Data Analysis
    Accounting Software
    Accounts Receivable
    Accounts Payable
    Project Accounting
    Tableau
    GAAP
    Intuit QuickBooks
    Microsoft Excel
    Bookkeeping
    Accounting Basics
    Accounting
  • $250 hourly

    • 0.0/5
    • (0 jobs)
    I'm a commercial strategy and revenue management leader for PE-backed portfolio company growing consistently outpacing rest-of-market growth rates. With a management consulting background, I have wide industry experience in Price Optimization and Product Strategy with direct P&L responsibility. Previously, I worked at Bain & Company as a consultant for 4 years across three titles. I am here to help you scale your business with decided support for your financial planning and long-term strategy, so that you can get back to the exciting parts of your business!
    Featured Skill Financial Plans
    Product Management
    Growth Strategy
    Sales Strategy
    Go-to-Market Strategy
    Revenue Management
    Price Optimization
    Due Diligence
    Mergers & Acquisitions
    Strategic Plan
    Strategy
    Microsoft Power BI
    Tableau
    Management Consulting
    Analytical Presentation
    Financial Planning
  • $35 hourly

    • 0.0/5
    • (0 jobs)
    Accounting professional. With 6 years plus experience in Canadian Tax,Accounting, Audit, Reviews and Compilation services.
    Featured Skill Financial Plans
    Accounting Basics
    Financial Planning
    Bookkeeping
    Accounting
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Analytical, collaborative, evolving finance professional with strong background in data modeling & visualization, budgeting and forecasting. Extremely organized with excellent presentation and written communication skills. Sufficient in Oracle BI reporting, Hyperion FM, SQL and Excel.
    Featured Skill Financial Plans
    Continuing Professional Development
    Coaching
    Analytical Presentation
    Financial Planning
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