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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.
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  • $120 hourly

    • 5.0/5
    • (15 jobs)
    I’m happy to help with any needs relating to: - Financial modeling - Power BI & Power Query - Fractional CFO Services - Real Estate Analysis - ROI, IRR, NPV analysis - Monthly/Weekly cost tracking - Large data manipulation - Financial Systems Implementation - FP&A best practices
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    Analytical Presentation
    Financial Planning
    SAP Analysis
    Tableau
    Power Query
    Microsoft Power BI
  • $60 hourly

    • 5.0/5
    • (0 jobs)
    I'm an experienced finance professional with an eye for detail. I like working on projects I can own from start to finish.
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    Management Skills
    Wealth Management
    Financial Planning
    Business
    Business Management
  • $150 hourly

    • 5.0/5
    • (1 job)
    J.P. Morgan investment banking alum (5-years) and Accordion Partners strategic FP&A alum (3-years). Expert in financial modeling, budgeting and forecasting, CIM development, monthly reporting packages, PowerBI integrations and other strategic financial analysis. B.A. Economics, University of California, Berkeley
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    Financial Presentation
    Financial Projection
    Financial Planning
    Financial Consulting
    Financial Software
    Financial Reporting
    Financial Report
    Financial Plan
    Financial Analysis & Valuation
    Financial Modeling
    Financial Model
    Financial Accounting
    Financial Analysis
    Finance & Accounting
    Finance
  • $250 hourly

    • 4.1/5
    • (32 jobs)
    A seasoned corporate finance/accounting professional with ~15 years of experience 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 Active Charter Holder of the following professional certifications: ✳️Chartered Financial Analyst (CFA) ✳️Chartered Professional Accountant (CPA) ✳️Chartered Accountant (CA) ✳️Certified Quickbooks Advanced ProAdvisor 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 Education: 🔆 MBA (Management and Accounting Track) from the 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 that 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 include external audit/review/compilation projects, financial statements preparation, IPO due diligence, financial modeling, corporate valuation, strategic financial and operational planning, and 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!
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    Company Valuation
    Financial Analysis
    Financial Planning
    CPA
    Mergers & Acquisitions
    Fundraising
    Investment Banking
    Chartered Financial Analyst
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Private Equity
  • $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.
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    Microsoft Excel
    Financial Planning
    Business Presentation
    Financial Report
    Budget Management
    Forecasting
    Dashboard
    Financial Reporting
    Investment Research
    Business Intelligence
    Business Modeling
    Analytics
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Chartered accountant (CPA equivalent) with an extensive 18-year career including roles focused on client finance, FP&A, and controllership, with global experience having worked in three continents. A trusted Finance partner for key executive decision makers, with strong knowledge of business combinations, US GAAP, and IFRS. Also a proactive advocate for optimizing finance through SaaS platforms.
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    Business Plan
    Forecasting
    Budget Management
    ERP Software
    Price Optimization
    Financial Modeling
    Mergers & Acquisitions
    Management Consulting
    Analytical Presentation
    Financial Planning
    Accounting Basics
    Bookkeeping
    Accounting
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Proven leader, team builder with 15+ years of excellence in scaling accounting and finance operations teams for various hyper-growth technology start-ups, focusing on optimizing and tailoring accounting structure design to improve financial efficiency. Helped companies raise and manage over $225,000,000 million in funding and scaled enterprises to drive 50% growth YOY for several technology startups-ups.
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    Financial Modeling
    Business Process Automation
    Business Strategy
    Business Analysis
    Budget Planning
    Strategic Planning
    Risk Management
    Financial Reporting
    Accounting Basics
    Light Bookkeeping
    Financial Planning
    Bookkeeping
    Accounting
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Simon works as a Senior Financial Analyst in the Biotech industry. He has a background in Financial Assurance, Customer Service, and has held several leadership positions. He enjoys working in team settings and solving dynamic problems, while advocating for an innovative and uplifting workspace.
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    Accounting
    Financial Planning
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Seasoned Business Development and Market Analysis Leader specializing in environmental and commodity markets with robust analytical and financial modeling skills. Proven track record in conducting extensive market research, developing strategic insights, and employing quantitative analysis to support international business decisions. Expertise in handling complex datasets, creating sophisticated models, and delivering actionable business strategies. Adept at leading diverse teams, managing multi-faceted projects, and presenting complex data to enhance decision-making processes.
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    Market Analysis
    Financial Planning
    Investment Banking
    Sales Management
    Product Development
    Entrepreneurship
    Account Management
    Customer Development
    Business Development
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