Upwork home
Sign up
Secondary

Hire the best Financial Plans Freelancers in San Francisco, CA

Check out Financial Plans Freelancers in San Francisco, CA with the skills you need for your next job.
Hire freelancers
Clients rate Financial Plans professionals
Rating is 4.9 out of 5.
4.9/5
based on 528 client reviews
  • $50 hourly

    • 5.0/5
    • (3 jobs)
    I am looking to help a business owner manage the one part of their business, that most do not enjoy! I can help someone manage their accounting long-term, assist in building out the accounting processes, work on short-term projects related to the bookkeeping, or all 3! Skills include, but are not limited to: - Certified in Quickbooks - Strong understanding of GAAP - Analyzing financial statements and accounts - Budgeting and bookkeeping - Process build-outs and process management - Strong analytical and problem solving skills - Organization and attention to detail - Proficient in Microsoft Office, ADP, Gusto, etc - Strong verbal and written communication skills Bachelors of Accounting from University of Northern Iowa Masters of Accounting from University of Northern Iowa
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Cash Flow Modeling
    Intuit TurboTax
    Accounting
    Financial Reporting
    Financial Planning
    Real Estate
    Financial Accounting
    Microsoft Excel
    Intuit QuickBooks
    Accounting Software
    Accounting Basics
  • $180 hourly

    • 4.1/5
    • (32 jobs)
    A seasoned corporate finance/accounting professional with ~10 years of experiences across North America and Asia, in ❇️Corporate Finance( Project Finance and Financial Planning & Analysis - FP&A ) ❇️Investment Banking ❇️Private Equity ❇️Venture Capital ❇️Corp. Strategy and Development (M&A, Investments, Operations, Investor Relations) ❇️Accounting and Auditing I have worked with start-ups and multi-billion public global companies. Industries that I worked at include: 🔶Tech (SaaS, health-tech, legal-tech, consumer products, share economy, and more) 🔶Financial Institutions ( Global Top 20 Investment Bank, Big 4 Accounting Firm, Private equity/venture capital/asset management firms, and Insurance groups) 🔶Consumer Products 🔶Healthcare 🔶Real Estate ( Commercial - retail/franchise and Residential) 🔶Energy (Gas&Mining, Green Energy) 🔶And more Active Charter Holder of the following professional certifications: ✳️Chartered Financial Analyst (CFA) ✳️Chartered Professional Accountant (CPA) ✳️Chartered Accountant (CA) Education: 🔆 MBA (Management and Accounting Track) from University of Toronto 🔆 Bachelor in Economics/Actuarial Science I provide virtual financial advisory and accounting services to companies that have a need for agile and high-quality services without heavy investment in a full-time resource. ⭐ Fundraising Strategy: I have worked with companies go through the full circle of equity, debt and mergers & acquisition financing. ✅ Financial Forecasting/Modelling ✅ Market Sizing and Feasibility Research ✅ Comprehensive Business Plans ✅ Investor Memos/Pitchbooks ✅ Valuation and Pre-money valuation for different business stages ✅ Investment Research ✅ Growth plan and use of proceeds strategy ✅ Long-term support: weekly/monthly update meetings ✅ And more ⭐ Transaction advisory: I have advised companies of various sizes in all stages of mergers & acquisitions, IPOs, and corporate strategy projects. ✅ Mergers and acquisitions ✅ Initial public offerings (IPOs) ✅ Corporate Strategy projects ✅ And more ⭐ Virtual CFO Service: Projects I have worked on including external audit/review/compilation projects, financial statements preparation, IPO due diligence, financial modeling, corporate valuation, strategic financial and operational planning, individual and corporate tax planning and preparation. ✅ Financial statement preparation ✅ Budgeting, forecasting, and projections ✅ Advanced Financial Modelling and Valuations ✅ Financial projections and proformas ✅ ROI analysis ✅ Strategic financial and operational planning ✅ Operational analysis and support ✅ And more ⭐ Career Development Service: Over the years, I have mentored many people in developing their careers in the financial industry, including venture capital, private equity, investment banking, public accounting, and financial services providers. ✅ Career consulting ✅ Customized editing for resume, cover letter, networking email, LinkedIn profile etc. ✅ Industry-tailored mock interview, both behavioral and technical ✅ Advanced Excel and financial modeling training (can be industry-tailored) ✅ Networking strategy development ✅ And more Feel free to contact me if you have any questions. I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Company Valuation
    Financial Analysis
    Financial Planning
    Corporate Finance
    CPA
    Accounting
    Investment Banking
    Private Equity
    Venture Capital Consulting
    Corporate Finance
    Corporate Strategy
    Mergers & Acquisitions
    Fundraising
    Chartered Financial Analyst
  • $40 hourly

    • 5.0/5
    • (6 jobs)
    Hello, My name is Derek Sommers and I am a seasoned corporate finance practitioner. I have 5+ years of work experience in various finance functions. I currently work as a Strategic Finance Solutions Consultant at a large, reputable consulting firm based in the US. In the past, I have served as Vice President for Financial Planning & Analysis at a large, nationwide financial firm. In these roles, I have gained experience in financial modeling, budgeting, forecasting, variance analysis, reporting package development, and management presentations. Some of the past work I've provided for clients in a freelance capacity includes: long-term financial forecasting (full three-statement modelling), financial modelling (DCF, LBO, etc.), annual budgeting template, monthly forecasting template, executive/board-level financial reporting, month-/quarter-end reporting, dashboard creation, and other ad-hoc financial analysis.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Microsoft Excel
    Financial Planning
    Business Presentation
    Financial Forecast
    Financial Report
    Budget Management
    Forecasting
    Dashboard
    Financial Reporting
    Investment Research
    Business Intelligence
    Business Modeling
    Analytics
  • $70 hourly

    • 0.0/5
    • (0 jobs)
    I’m a startup founder and experienced COO/CFO in a consumer product environment. I can be your outsourced COO or CFO on any number of projects, be it high level corporate strategic planning or lower level but essential financial modeling, forecasting, inventory control.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Product Development
    Accounting Software
    Financial Modeling
    Investment Portfolio Review
    Sales Leadership
    Adobe Inc.
    Investment Banking
    Financial Analysis & Valuation
    Startup Consulting
    Accounting
    Financial Planning
  • $55 hourly

    • 0.0/5
    • (0 jobs)
    A client requested our help a year ago mentioning she had no goals to build her business; it was fine the way it was, she just needed a bookkeeper. After a year, she saw an increase in personal pay by 26% and a decrease in expenses by 18%, has restructured her team, and increased her business revenue by 28%. Another client presented us a crippling debt, while was struggling to meet payroll. She achieved a reduction in debt by 35% and maintain a descent payroll every month, but has also increased her self pay. A third client presented us an out of control AR. They now have a process in place with late fees, follow up and achieved 22% in AR reductions since they consulted us. Bookkeeping clients have a guide and resource to assist in the management of day-to-day finances. They pay their bills, payroll and themselves without stress or lost sleep. Their invoices are sent out on time, and their AR is properly managed. They have a workable budget with clear goals and immaculate reconciled accounts. And, each month, they receive clean financial reports and time to review these with me so I can answer questions about them. Startup clients get their books assessed and receive a report on habits and best practices they might employ to keep and grow their business. Not sure if you are ready to start a business? Many have consulted with us and found out! Clients also come to us for catchup and cleanup on their books. They get weekly reports on the status of the project as well as and next steps. Their financial reports are clear and delivered to their tax preparer/accountant for tax reporting. Together, we can gain back control of your time and your business!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Forecasting
    Financial Variance Analysis
    Financial Modeling
    Budgeting & Forecasting Software
    Account Reconciliation
    Financial Reporting
    Financial Planning
    Management Accounting
    Accounting
    Cash Flow Analysis
    Balance Sheet
    Bank Reconciliation
    Microsoft Excel
    Intuit QuickBooks
    Bookkeeping
  • 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 5M+ businesses
 
 
 
 
 
 
How do I hire a Financial Plans Freelancer near San Francisco, CA on Upwork?
 
 
 
You can hire a Financial Plans Freelancer near San Francisco, CA 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 San Francisco, CA 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 San Francisco, CA 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.