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4.8/5
based on 3,237 client reviews
  2. Finance & Accounting Talent
  3. Accountants
  4. (Current) Financial Projections Freelancers
  • $40 hourly

    • 5.0/5
    • (11 jobs)
    I'm a business and data analyst with significant experience in drawing meaningful conclusions out of large data sets, then presenting this information in a way which is visually pleasing and intuitive to your audience. - I am experienced in SQL, Excel and PowerBI as well as proficient in Python and CUDA - I have a passion for graphic design, which comes in handy when presenting high level analytics - I spent two years working as an engineering consultant, meaning I am great at translating a client brief into a finished product. I look forward to working with you!
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    Analytics
    Data Science
    Microsoft Power BI
    Google Sheets
    CUDA
    Financial Projection
    Data Analysis
    Python
    Microsoft Excel
    SQL
  • $90 hourly

    • 5.0/5
    • (131 jobs)
    Howdy! I am a seasoned commercial real estate advisor specializing in contract creation/negotiation and investment analysis that also loves helping businesses grow and develop new strategies from a high-level technical standpoint, whether it's product development or financial strategy. I'm looking forward to hearing what your goals are and assisting you in your project. —$1B+ in real estate asset underwriting and due diligence —Real estate tech co founder x2 (data science and valuation) —10 years in real estate development, management, legal & financial advisory —7 years web product development and deployment —4 years blockchain governance and innovation
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    Real Estate Appraisal
    Contract Drafting
    Real Estate Law
    Contract Law
    Financial Analysis
    Commercial Lease
    Financial Projection
    Real Estate Financial Modeling
    Blockchain
    Startup Consulting
    Financial Modeling
    Cardano
    Real Estate Investment Assistance
    Legal Agreement
    Real Estate
  • $40 hourly

    • 5.0/5
    • (4 jobs)
    I have a Finance and Accounting background paired with strategy experience . - A keen eye for detail and a results-driven approach - Strong experience with Excel and Powerpoint - Excel: Three Statement creation (P&L, BS, CF), Financial Modeling, Data analysis (Pivots, data clean up) - Powerpoint: Investment/Pitch decks, Financial Due Diligence decks, Fundraising decks - Project management skills Professional Background: - Private Equity Analyst - Black Dragon Capital - Financial Due Diligence Specialist - Accenture - Financial Due Diligence Senior - EY Educational background: - Master in Finance - University of Groningen in the Netherlands - Bachelor in Business Administration - Goethe University Frankfurt, Germany
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    Financial Analysis
    Private Equity
    Valuation
    Mergers & Acquisitions
    Corporate Finance
    Due Diligence
    Accounting Principles & Practices
    Financial Projection
    Microsoft Excel
    Financial Audit
  • $25 hourly

    • 4.9/5
    • (31 jobs)
    Do you like to play games? Ever lost track of score? Games are pointless without numbers. Business is an economic game. This is where I come into play. I keep and analyze scores, so that you can focus on winning the game. Being a Fellow Chartered Certified Accountant and financial analyst with 15 years of work experience (30,000 work hours) doesn't make me special. What makes me different is that I make difficult things easy and help you understand what your numbers are telling. So I solve the following problems for my clients: - Accounting / Bookkeeping - Fractional CFO - US Federal & State Tax Filings; Payroll - Sales Tax Filings - Diligence & Audit - Business Valuation / Equity Valuation - Investment Analysis / Stock Analysis - Forecasting / Projections - Budgeting & Variance Reporting Do you want to talk about your business with me? I am an avid listener and love to meet people.
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    Ecommerce
    Financial Audit
    Internal Auditing
    Financial Accounting
    Chart of Accounts
    Accounting
    Financial Analysis
    Financial Projection
    Business Valuation
    Bank Reconciliation
    Finance & Accounting
    Accounts Receivable
    Accounts Payable
    Intuit QuickBooks
    Bookkeeping
  • $250 hourly

    • 5.0/5
    • (35 jobs)
    Experienced Fractional Chief Financial Officer & Certified Public Accountant with over 20 years experience in accounting for small to midsized companies up to $70M in revenue. I specialize in finance and accounting for small to mid-size Advertising, Event and Media Agencies (both traditional and digital), as well as other professional services firms and hospitality. S Corp expert. My areas of expertise include Fractional CFO, Interim CFO, accounting systems implementation, cash flow management and forecasting, S corporation reporting. Fluent in excel, All things Google, Quickbooks Online, Sage Intact, Advantage, Accountability.
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    Compensation & Benefits
    QuickBooks Online
    Financial Reporting
    Financial Planning
    Cash Flow Modeling
    Financial Analysis
    Accounting Principles & Practices
    CPA
    Microsoft Excel
    Accounting
    Financial Accounting
    Chart of Accounts
    Financial Projection
    Intuit QuickBooks
  • $75 hourly

    • 4.7/5
    • (38 jobs)
    It is my job to help save you money and to follow up with your money all the way to the bank. I am detail-oriented and very confident in collections and credit risk analysis while achieving excellent customer service satisfaction. If you need help with following FDCPA guidelines in your collection process, I can create templates personalized for your business. Creating credit policies are my specialty, as well as cash flow forecasting. I have great experience with CPG companies, including Walmart along with other large retailers. This means I can help with chargebacks, disputes, and those pesky invoice deductions that are costing you money. I have over nine years of accounting experience with a focus on billing, recovery, and credit balance. I am certified to work with international clients, credit management, and risk analysis. My years of freelance experience and working with clients give me a wide variety of skills applicable to many industries. My work has been able to reduce DSO in 3 months or less by up to 26 days, this can mean a big difference for many small businesses. *Credit Management *Debt Collection *Accounts Receivable *Efficient invoicing *AR Automation *Global Credit Policy *Increasing Cash Flow *Business Consultation My absolute favorite thing about accounting is to go through an aging or risk analysis report. I enjoy following through with clients to ensure your invoices are correct, that they have been received, and that they pay promptly. Every business needs money to grow and succeed, and I would love to help with making your business grow! I have strong analytical skills, especially in financial reports and general ledger work. My original background was in customer service, and I am trained in Netsuite, Acumatica, Xero, Quickbooks, Clio, Salesforce, and other cloud-based software. Looking into AR and other automations ( using ChatGPT or billing reminders) but not quite sure how to implement it? I can help with that. I am very familiar with many productivity apps such as Monday, Process Street, and Chaser. I created and followed through with credit management techniques that led to one third company growth in a year.
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    ChatGPT
    Payment Processing
    Credit Scoring
    Management Accounting
    Debt Collection
    Financial Analysis
    Accounts Receivable Management
    Microsoft Excel
    Cash Flow Analysis
    Customer Service
    Account Reconciliation
    Accounts Receivable
    Financial Projection
    Invoicing
    Accounting
  • $150 hourly

    • 5.0/5
    • (67 jobs)
    I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets. SPECIALTIES • Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable. • Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success. • (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital. EXPERIENCE • 30 years of building financial models for large and small companies, including a global trading company. • 16 years as a CFO, CEO or COO for commercial Real Estate firms managing or developing substantial portfolios including hospitality, retail, office, medical, and multifamily assets. • Experience includes successful financing of projects up to $135M., and refinancing of distressed or overleveraged assets. My experience as a finance executive for Real Estate development and property management companies allows me to have a thorough understanding of the challenges facing Real Estate developers, managers and investors, and quickly identify and implement winning solutions. SOPHISTICATED EXCEL MODELING • Cash flow modeling, by month and by year over 10 years • investor return metrics • Complex waterfalls, promotes and equity structures (common, preferred) • Sophisticated debt structures (senior and mezzanine debt, EB-5, C-PACE) • Historic and prospective KPIs (IRR, LTV, DSCRs, Yield analysis) • Sensitivity and multiple scenario analysis DEBT, EQUITY, AND INVESTMENT PACKAGES: COMPELLING PRESENTATIONS The production of state-of-the-art investment packages is absolutely critical to the success of a deal. Institutional investors and lenders receive hundreds of funding requests every week and only the best packages have a chance of drawing attention and obtain the requested funds. I produce professional-looking and highly attractive packages that make a compelling case to lenders and investors. Attention is paid to every detail of the package, and as form and substance are combined with flawless underwriting and financial projections, this results in a very high rate of success for my clients.
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    Financial Projection
    Pro Forma Statement
    Presentations
    Financial Projection
    Financial Modeling
    Financial Analysis
    Financial Model
    Pitch Deck
    Real Estate & Construction
    Real Estate Acquisition
    Real Estate Investment Assistance
    Project Finance
    Finance
    Microsoft Excel
    Real Estate Financial Modeling
  • $60 hourly

    • 4.9/5
    • (153 jobs)
    I have a strong and proven track record of doing DATA ANALYSIS, STATISTICAL ANALYSIS, DATA MANIPULATION, DATA VISUALIZATION, SURVEY ANALYSIS, LIFE TIME VALUE (LTV) CALCULATIONS AND FORECASTING FUTURE OUTCOMES. I have expertise in tools like Stata, R, R shiny, Excel, Google Data Studio, Microsoft Power BI, Tableau, SPSS, VBA and Google Analytics. Proficient in doing analysis related to Life Time Value (LTV), Customer Retention Rate, Event Study and Probabilistic modeling to predict future outcomes. I have worked entire data analysis lifecycle from the data mining, listing, questionnaire design, field strategy, data gathering, cleaning, analysis to reporting. Moreover, I assisted economists and public policy experts based at HARVARD UNIVERSITY, PRINCETON UNIVERSITY and LONDON SCHOOL OF ECONOMICS. I have the experience, confidence, demeanour and desire to be in a position where I can manage development solutions. I have a thorough understanding of econometrics, statistics, actuarial science and finance. Moreover, how the Regression and economic analysis could be used to interoperate the data meaningfully. Able to work on own initiative and as part of a team. First-class analytical, design and problem-solving skills. Well-versed in current and new finance/statistical methodologies. Hassan Murtza Khan is the founder and Executive Director of ODA(Optimize Data Analytics). I believe that in order to understand data, you need to be able to see what it looks like.
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    Presentations
    Financial Projection
    Financial Modelling
    Statistical Analysis
    Data Visualization
    Data Science
    Quantitative Research
    Microsoft Power BI Data Visualization
    R Shiny
    R
    Microsoft Excel
    Econometrics
    Data Analysis
    Statistics
    Stata
  • $200 hourly

    • 5.0/5
    • (39 jobs)
    Currently, I am employed as an Adjunct Professor at Rutgers Business School and William Paterson University teaching Economic Models, Corporate Finance, Financial Risk Management and Research in Asset Management. I hold around 18 years of experience in various Finance & Accounting assignments. Solid experience in Financial Analysis, Accounting & Auditing across several companies ranging from mid-sized to a Fortune 500 company. I can apply Microsoft Excel expertise to build financial models for valuations, estimating project viability and building business projections and forecasts. I have extensive experience in Amazon accounting. While working in my family's E-commerce business, I have gained great exposure to Amazon report building and analysis. I have a Bachelors Degree in Financial and Investment Analysis from Delhi University followed with an MBA Finance (Hons) from Rutgers Business School, USA. I also hold the CFA charter and I'm a member of CFA, New York Society. This reflects upon my knowledge, commitment, and capability to perform complex financial analyses with efficiency. I can work with historical data for predictive analysis using regression techniques. I've recently cleared FRM ( Financial Risk Management Certification ) Part 1 and I'm preparing for FRM Part 2 . While at Rutgers , achieved the following: • Represented Rutgers in the global competition; prepared and presented a comprehensive equity research report to a panel of CFA Society leaders and industry experts. • Won the New York Regional Final, placing first among 30 top MBA programs in the Greater New York region. • Won the North/South American Semi-final, finishing in the top 10 out of all competing universities in the Americas. Please reach out to me to discuss any suitable projects.
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    Data Analytics
    Data Visualization
    Corporate Finance
    Finance
    Financial Analysis & Valuation
    Statistics
    Microsoft Excel
    Financial Report
    Financial Modeling
    Financial Projection
    Valuation
    Financial Analysis
    Financial Planning
    Company Valuation
  • $12 hourly

    • 5.0/5
    • (109 jobs)
    Hello, people of Upwork, I am a certified ACCA with a wide and verified experience of efficiently supporting the clients with their various accounting needs in the UK and US. My vivid experience has provided me with comprehensive knowledge of accounting and auditing principles, A/P, A/R, payroll processing, general ledger postings, invoicing, taxation issues and regulatory compliance guidelines. Adding to the already vast pool of services, I can also help you with developing and delivering monthly, quarterly and annual P&L statements along with the Balance Sheets for management within the strict deadlines. To list some of the technological skills I am equipped with, MS Office (Word, Excel, Access, Outlook, PowerPoint), Xero, FreshBooks, Sage, QuickBooks, & Microsoft Dynamics. - Tax Services in the UK: Filing of VAT return with HMRC Filing CT600 with Companies House Personal Taxes Payroll tax processing for RTI submissions FPS/EPS returns P45, P60, P11D filing - Tax Services in the USA: State and Federal Tax Returns Filing of monthly/quarterly/bi annually/annually sales tax return Individual, LLC, S-corp, C-corp returns in US Assistance and Filing of tax forms like 1120, 1120S, 1065, 1099, 1040, 1040A, 8949, , 5498, 2555, W2, K1, etc. Tax form amendments & extension filings - Tax Services in the Canada: Income tax return- T1, T2, T3, T5013 Preparation of T4, T5 slips GST/HST/PST- Form GST34, Form FIN400 GST/HST/QST return- Form RC7200 With my keen understanding of details, I can help you in identifying and implementing the required improvements to streamline the processes; ultimately, leading to the increased productivity and work process. My agenda is to ensure that my services help the clients in getting active analysis of cost control, efficient reporting, and frequent financial information so that they can attain their personal as well as organizational goals.
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    AppFolio
    Sales Tax
    US Taxation
    Filing
    Accounts Payable Management
    Inventory Management
    Certified Tax Preparer
    Payroll Accounting
    Accounting
    Income Statement
    Financial Projection
    GAAP
    Tax Preparation
    Zoho Books
  • $200 hourly

    • 5.0/5
    • (41 jobs)
    We help e-Commerce founders with outsourced CFO, bookkeeping, accounting and financial operations services. Do you own an e-commerce brand that generates between $1M and $20M in annual revenue? Each month, our clients sell 50,000+ SKUs in industries across every major e-Commerce channel including Shopify, Amazon, Walmart.com, Etsy, Wholesale, and Retail in the US and abroad We see the same paint points over and over: ❌ You have important decisions to make but are lacking financial support with the deep knowledge of e-Commerce? ❌ You’re spending too much time paying bills and managing the books, and not enough time on new products and marketing ❌ You’re not sure if you’re profitable, or if you have enough cash. My name is Sam Hill, and I’m the founder of Ecom CFO. We are a top-rated outsourced CFO and Financial Services firm who help free founders like you, from the pains that we so often see in e-Commerce. Our passion lies in helping business owners find actionable solutions to these problems. Our process, tools, and team maximizes your company’s financial performance and allows you the peace of mind to focus on strategic priorities. What we will deliver: ✅ Actionable answers to key financial questions by having an expert financial partner. ✅ Acquisition and investor grade books. ✅ Customized models and dashboards to your business needs that you can actually understand and make decisions on. ✅ Peace of mind that you have partnered with a team of e-commerce experts that want you to succeed. Please check out our portfolio to see more case studies, and each of our services broken down into actionable steps. For example, we met with a new client at the end of 2021 and after a budget analysis and projection outline, were able to save this company $300k for this upcoming year! If you want to know more about how exactly our expert team can help you scale your e-Commerce business, then just invite me to your job. I look forward to speaking with you!
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    GAAP
    Income Statement
    Microsoft Excel
    Accounting
    Shopify
    Amazon Plugin
    eCommerce
    Financial Projection
    Financial Forecast
    Financial Plans
    Management Consulting
    Financial Modeling
    Financial Analysis
    Business Consulting
  • $100 hourly

    • 5.0/5
    • (163 jobs)
    I am a senior finance professional with over 30 years of experience across multiple industries. I have a comprehensive understanding of corporate finance, accounting, cash flow management, financial planning and analysis, financial projections, and modeling. In addition to being a full-time consultant, I am also an adjunct professor of finance at three local universities. I am experienced working with startups and helping them determine financial feasibility and demonstrate value to both equity and debt investors. For growth-stage and established firms, I am a scalable addition to the finance team to be used on an interim or special project basis. My clients find me capable, knowledgeable, a good communicator, and willing to go the extra mile to make their businesses a success. See my client feedback below for more insight into what you can expect from working with me. My goal is to help you be successful. I am looking forward to speaking with you about your needs and how I can help you accomplish your goals. Industries I have experience in include: Commercial Real Estate (including Multi-Family, Retail, Office, Flex-Space, Self Storage, Mobile Home Parks), Residential Real Estate, Manufacturing, Retail including eCommerce, Salons / Spas, Saas, and many others.
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    Spreadsheet Software
    Corporate Finance
    Business Modelling
    Investor Overview
    Business Valuation
    Cash Flow Modeling
    Financial Projection
    Financial Forecast
    Financial Variance Analysis
    Microsoft Excel
    Budget Plan
    Financial Modeling
  • $100 hourly

    • 5.0/5
    • (44 jobs)
    I'm a seasoned, Senior Financial & Data Analyst for growing startups with valuable, unique experience scaling a startup to $1B valuation and raising over $300M during my tenure, supporting a B2B SaaS, PE-backed growth company, and advising a handful of startups helping raise Seed and Series A rounds. To give back to the communities I'm active in, I mentor startups and small businesses at Shapers Impact Capital, WeWork Labs, Portland Incubator Experiment, OSU, PSU, and WSU. Tasks I'm most impactful to businesses: - Financial modeling & projections - Excel, BI Reporting, Google Data Studio, SQL wizard - Budgeting & forecasting - Variance analysis - Pricing analysis - Quickbooks, Shopify, Paid Ads, SalesForce, NetSuite, BigML, Looker, Python proficient - Growth strategies (customer whitespace and expansion, marketing channel expansion and optimization, market prioritization and expansion, product expansion, pricing optimization) - Accelerating and optimizing sales & marketing - Market research & analysis - Business, data, & marketing analytics - Investor readiness Industries I've supported extensively: - B2B SaaS - DTC Brands - Ecommerce - Retail - Brick and mortar - Food & Beverage - Restaurants - Consumer Packaged Goods (CPG) - Consumer Electronics - B2B Service
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    Financial Projection
    Financial Analysis
    Financial Planning
    Industry Knowledge
    Microsoft Excel
    Financial Forecast
    Financial Modeling
    Marketing Data Analytics
  • $65 hourly

    • 5.0/5
    • (10 jobs)
    Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP
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    Accounting Principles & Practices
    Google Sheets
    Financial Forecast
    Financial Analysis
    Corporate Finance
    Accounting
    Management Consulting
    Financial Planning
    Financial Modeling
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • $70 hourly

    • 5.0/5
    • (15 jobs)
    Whether you’re an established business owner or a startup, having a finance expert who can guide and help you through the process of starting and owning a business from start to finish can bring tremendous value and growth to your company! From business plan and Pitchbook creation to company valuation, financial modeling, budgeting, forecasting, accounting and everything in between, I can help improve your company’s financial operations, assess financial risks, and help in the process of attracting new investment opportunities from investors! I am a finance expert dedicated to providing my clients with superior work to help them create financial stability, make rational business decisions based on numbers and analytics, and build models that showcase their business potential to help them get funding! 🔍 I provide a vast knowledge and a full bundle of potential financial services, such as: ✔️Financial Modeling ✔️3-Statement (P&L, Balance Sheet, And Cash Flow) Modeling ✔️Business plan & pitch decks ✔️Financial Analysis and Reporting ✔️Sensitivity and Multiple Scenario Analysis ✔️Forecasting and budgeting ✔️Financial due diligence ✔️Fractional CFO ✔️Business consulting ✔️Financial planning With over 10 years of experience in FP&A, financial management, and modeling, I’ve accumulated a wealth of experience and knowledge while also honing my communication skills with clients. Some of the highlights of my experience include positions at: ✔️ Bank of Georgia - the largest bank in the country with a turnover worth $400+ million ✔️ BGEO Group - the most prominent investment holding in the country (included in FTSE 250) ✔️ Deloitte - one of the Big 4 auditing companies 🔍 My educational qualifications include: ✅ Certified Financial Modeling & Valuation Analyst (FMVA)® ✅ CFA Level 3 Candidate ✅ MSc at the University of Manchester ✅ ACCA How I Communicate and Achieve Great Results with My Clients: 1️⃣ To better understand the project and ensure that I am the best candidate for you, we have an introductory Zoom call where I will answer your questions. This will be free of charge to ensure you find the right person for your project. 2️⃣ Once we have a mutual agreement, I will provide you with the costs and the project timeline to specify the deadline and scope of my responsibilities. 3️⃣ Throughout the process, I might ask some questions in order to get the job done efficiently and correctly. After that, we can make revisions and adjustments necessary to achieve the best possible outcome for the completion of the project. Ge 4️⃣ Finally, I ensure consistent on-time delivery of my work. I am honest and reliable and aim to bring my clients the best service and work possible. 🔔 If you believe my expertise and 10+ years of experience are what you are looking for, feel free to invite me to your project!
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    Pitchbook
    Business Writing
    Accounting Principles & Practices
    Company Valuation
    Business Valuation
    Financial Analysis
    Financial Modeling
    Financial Planning
    Business Analysis
    Forecasting
    Business Plan
    Financial Report
    Microsoft Excel
    Financial Accounting
    Financial Projection
  • $13 hourly

    • 5.0/5
    • (1 job)
    Erly Marie Grace is a Filipino Certified Public Accountant (CPA) currently working in Gibraltar. She has been working for five (5) years to date in a Big 4 firm, auditing listed companies from these industries: Power and Utilities, Real Estate and Construction, Petroleum and Oil distribution, Manufacturing, Automotive, Hospitality, Consolidation, and Airline catering. She is proficient in International Financial Reporting Standards (IFRS), International Accounting Standards (IAS), and International Standards on Auditing (ISA), with considerable exposure in the US Generally Accepted Accounting Principles (GAAP). Notable clients she had worked with are clients listed in the New York Stock Exchange, KOSDAQ, and Philippine Stock Exchange. She had led teams composed of almost thirty (30) members with different nationalities and successfully handled the first-time consolidation of nearly fifty (50) entities. Throughout her career and education, she obtained an in-depth knowledge of auditing, finance, accounting, bookkeeping, and internal control. She had prepared financial statements and checked local compliance requirements, including taxation. From her valuable reports, she had used Microsoft Office tools extensively, especially Microsoft Excel. She had worked with various ERPs such as SAP and Oracle. Erly got an 89.67 out of 100 GPA in her Philippine Certified Public Accountants Licensure Exam. She's also won national awards from competitions during her undergraduate years. Her most remarkable achievements are her 2nd place in the National Mock Boards and her 5th place in the National Accounting Quiz. She graduated Magna Cum Laude with her Bachelor's degree in Accountancy. She has also been the Valedictorian in her high school and consistent first honors in her elementary. Erly is a very passionate and goal-oriented professional who aims to provide long-term value to clients and employers. She values integrity, time management, continuous learning, excellence, flexibility, and collaboration. She is also known for her dependability to follow through with commitments.
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Accounting
    Financial Forecast
    Financial Analysis
    Financial Statement
    Financial Reporting
    Financial Accounting
    Bookkeeping
    Financial Audit
    Financial Projection
    Data Entry
    Accounting Basics
    Microsoft Excel
    Internal Control
    Bank Reconciliation
    Account Reconciliation
  • $25 hourly

    • 4.9/5
    • (14 jobs)
    I have more than 10 years of experience in Finance (banking related). I've done and achieved two degres, CPA and BBA and two masters: MBA and Master in Projects Evaluations. As a professional I'm currently working as a Head of Credit Risk Management in a national investment bank in Argentina. My areas of expertise covers: finnacial planing, financial decision making, forecasting, investments projects evaluations, credit risks analysis, balance sheet analysis, datailed analytical support, scorecards, dashborads, asset valuation, asset risk, credit and asset portfolio analysis. I can offer an extensively financial perspective in order to contribute clients to reach their goals. If you have any doubts do not hesitate on ask.
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Financial Modelling
    MS Excel
    Big Data
    SQL
    Python
    Microsoft Excel
    Modeling
    Balance Sheet
    Financial Analysis
    Business Consulting
    Financial Reporting
    Credit Scoring
    Project Finance
    Project Risk Management
    Financial Management
  • $75 hourly

    • 5.0/5
    • (2 jobs)
    I help startup leaders spot opportunities through structured and data-driven thinking. My passion is turning loose, complex data points into a clear story and actionable insights. If you're wrestling with complex financial, operational or market prioritization issues, I can help! It's important to me that clear expectations are set up front and communicated throughout a project. With me, you'll always know what to expect!
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Business Management
    Startup Company
    Entrepreneurship
    Blockchain
    Investment Research
    Budget
    Project Budget
    Modeling
    Due Diligence
    Invoicing
    Driven
    Analytical Presentation
    Budget Proposal
    Business Operations
    Financial Analysis
  • $60 hourly

    • 5.0/5
    • (20 jobs)
    I am a finance and accounting professional with 10+ years of experience, including an audit background in Big4. I am a problem solver for: - Inaccurate and too complex financial reporting/accounting to keep a pulse on your financial health - Poor budget and forecast process - Cash gap and poor cash flow management I can bring additional value to your company and set up the best practice financial department. 1. Accounting - Set up accounting software (Xero, Odoo), design chart of account - Manage all transactions - Handle monthly, quarterly, and annual closings - Reconcile bank, payable and receivable accounts 2. Financial management, analysis, and budgeting - Financial statements preparation (Statement of financial position, Income statement, Statement of cash flow and Change in equity) - Consolidated financial statement + Business combination - Budget analysis - Financial modeling - Dashboards 3. Financial Controller/Virtual CFO - Providing timely and accurate analysis of budgets, financial trends and forecasts - Direct and oversee all aspects of the Finance & Accounting functions of the organization - Provide executive management with advice on the financial implications of business activities I am also deeply familiar with Microsoft Office software, Google sheets and adapt quickly to new programs. In addition to my experience and personal qualities, I have a solid educational background in finance, and I have Advanced Diploma in accounting and business from ACCA (Associate Chartered Certified Accountant)
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    Xero
    Startup Consulting
    Financial Analysis
    Odoo
    Financial Reporting
    Financial Modeling
    Financial Accounting
    Intuit QuickBooks
    Cash Flow Analysis
    Microsoft Excel
    Financial Projection
    Balance Sheet
    Chart of Accounts
    Accounts Payable
  • $25 hourly

    • 4.3/5
    • (8 jobs)
    Hello, I graduated faculty of Economics and Business, also the faculty of Law. I work as an accountant and Financial manager for several companies. Since 2014 year I am a general manager of a Consulting Company in Georgia (Legal and financial Consulting). Besides this, since 2012 year I’ve been working on the position - ECN (Export Management) Analyst at "Integration Point" LLC (now part of "Thomson Reuters" LLC), then promoted to the position - Connectivity Analyst at Thomson Reuters, my current work at this company is SQL (databases and data analysis), work with XML and XSD files; junior .NET Developer. I can make analysis financial data, make Reports according to International regulations (IFRS), work with SQL Queries and XML, XSD files. My personal skills such as hardworking, critical thinking, problem solving help me do tasks very accurate and in time.
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    C#
    XSD
    Financial Analysis
    Excel
    Data Entry
    XML
    Business Analysis
    SQL Programming
    Financial Accounting
    Accounting
  • $55 hourly

    • 5.0/5
    • (54 jobs)
    After working for almost 10 years in international financial institutions including Creditanstalt Investment Bank (Austrian investment banking boutique which was subsequently purchased by HVB group) and later corporate finance department of UniCredit Bank, I have substantial experience in executing various types of investment banking deliverables I have a Master degree in Economic Theory from NES and have a CFA designation since 2007. Key skills and services include: Specialized in data analysis, financial modeling, and presentations. A quick snapshot of services provided: - Forecasting and cashflow analysis - DCF/Valuation Models - Business plans - Financial models for real estate projects - Review/auditing of financial models - Financial models for Leveraged Buyouts and mergers - Startup consulting, pro-forma projections and pitch decks - Excel/Power BI guru
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Financial Projection
    Accounting
    MS Excel
    Business Valuation
    Microsoft Power BI Data Visualization
    Corporate Finance
    Chartered Financial Analyst
    Microsoft Excel
    Excel VBA
    Business Proposal Writing
    Financial Writing
    Financial Modeling
    Financial Analysis
    Investment Banking
  • $175 hourly

    • 5.0/5
    • (10 jobs)
    𝗤𝗨𝗜𝗖𝗞 𝗙𝗔𝗖𝗧𝗦 🏆 8+ Years of Financial Leadership and M&A Experience 🏆 $12+ Billion in Completed M&A Transactions 🏆 $50+ Million in Managed Client Cash Flows 𝗙𝗥𝗔𝗖𝗧𝗜𝗢𝗡𝗔𝗟 𝗖𝗙𝗢 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Budgeting & Forecasting ✅ Cash Flow Management & Modeling ✅ Financial Reporting & Analysis ✅ KPI Implementation & Monitoring ✅ Financial Infrastructure & Tech Stack ✅ Capital Raising & Advisory 𝗠&𝗔 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Business Valuations (LBO, DCF, Multiples, Precedents, etc.) ✅ Marketing Materials (Teaser, CIM, Management Presentation, etc.) ✅ Due Diligence Support (Buy-Side / Sell-Side) ✅ Data Room Preparation & Management ✅ Process Execution ✅ Structuring & Negotiations 𝗢𝗧𝗛𝗘𝗥 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Financial Modeling ✅ Strategic Planning ✅ Start-Up Consulting ✅ Pitch Decks ✅ Data Analytics ✅ Market Research 𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 🎯 Manufacturing 🎯 Business Services 🎯 Paper, Plastics & Packaging 🎯 Food & Beverage 🎯 Transportation & Logistics 🎯 Consumer Products 🎯 Cannabis 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘 I have 8+ years of experience across multiple financial leadership and M&A advisory roles. In January 2023, I founded SellSideCFO, a boutique fractional CFO service that provides financial management and M&A advisory services to businesses with less than $25 million in revenue. Prior to SellSideCFO, I served as the Director of Corporate Strategy for Mammoth Distribution, a leading cannabis company in California with more than $70 million in annual revenue. While at Mammoth Distribution, I led strategy development, revamped financial reporting capabilities, evaluated M&A opportunities, integrated the acquisition of Spacestation, and served as a liaison to institutional investors. Prior to joining Mammoth Distribution, I was the Director of Finance & Operations for Spacestation, the world’s largest contract manufacturer of cannabis beverage products. While at Spacestation, I professionalized the company’s financial management and operational capabilities leading to a record year for revenue and profitability. I was also responsible for leading the company’s multiple 8-figure sale to Mammoth Distribution. Prior to joining Spacestation, I was an Associate at Rothschild Global Advisory, a leading global investment bank. While at Rothschild, I worked on 25+ mandated M&A transactions that comprised more than $12 billion in completed deal value. I graduated magna cum laude from DePaul University (Chicago, IL) with a double major in Finance and Economics. I currently live in Florida where I enjoy training for triathlons, playing golf, and escaping to the beach in my free time.
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Decision Making
    Due Diligence
    Business Valuation
    KPI Metric Development
    Startup Consulting
    Business Writing
    Financial Projection
    Business Planning & Strategy
    Business Presentation
    Process Improvement
    Data Analysis
    Financial Analysis & Valuation
    Financial Modeling
    Mergers & Acquisitions
    Management Consulting
  • $125 hourly

    • 4.9/5
    • (111 jobs)
    ⚡︎You know your business, but can't see the forest through the trees I've developed 100+ investor decks via Upwork and have been instrumental in helping to raise $500M+ via pre-seed, seed, series A and B rounds along with multiple acquisitions. The long list of startups and venture backed clients I've helped include: Clean Energy Technology and Energy Efficiency, Robotics, Real Estate, SaaS, Machine Learning, CAR T Therapy, BioManufacturing, Medtech and Venture Funds. What I'm extremely good at: ★ Providing a fresh perspective. Founders are often too close to see and tell the narrative ★ Quickly distilling from our conversations, shared documents and research, the essence of your business ★ Diving deeply into the market to see precisely where you fit ★ Research and analysis of how big the addressable market truly is ★ Dumbing down into a single sentence the problem so even your grandmother would understand it ★ Setting up the problem with enough meat on the bones to make the story Irresistible but without excess ★ Clearly stating your solution in a way that is simple enough for your grandmother to get but compelling enough for an investor to stop and think there's something different, something of unusual value and worthy of a next step ★ Anyone will tell you financial projections and reality are completely different, but you still need to show a thoughtful path that leads to the riches. I can help you here too What my clients are saying about me: ✅ "STOP AND BOOK JOHN! I sent John a pitch deck that I knew needed some fresh eyes and TLC. I was expecting John to just respond to me with some design suggestions and make it look more professional. Instead, he dove deep into the subject matter, helped develop the over-arching story, and even dug up some relevant data from studies that I wasn't even aware of. He even redesigned my logo and tag line along the way. The 'before' and 'after' looks like it belongs in a Miracle Hair informercial. ✅ If you're looking for a true thought partner that takes pride in researching and then telling a compelling story, then I can't imagine anyone better than John. He was also a complete pleasure to work with. Extremely organized, prompt, reliable, and the kind of guy you would like to have a beer with." ✅ John’s ability to understand our complicated vision and translate it into an easy-to understand and (most of all) interesting presentation was amazing ✅ John enthusiastically embraced multiple (many multiple!) editing suggestions from our team, always taking the essence of our ideas and finding a way to creatively translate them into the deck ✅ John is endlessly patient. He has a gift for getting to the core of an idea quickly but also for pushing back on bad suggestions in a positive way ✅ John was amazingly responsive to communication from any of our team and on time with his work, quickly turning ‘next iterations’, even over nights and weekends We may be a good fit if: ✅ You are an operating company or minimally have an MVP ✅ There's a serious problem that you've identified ✅ Your product or service uniquely solves that problem
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Financial Projection
    Startup Consulting
    Pitch Deck
    Venture Capital Consulting
    Sales Presentation
    Microsoft PowerPoint
    Presentation Design
    Financial Presentation
    Marketing Presentation
  • $125 hourly

    • 5.0/5
    • (66 jobs)
    International CFO. I leverage my experience in big corporation (blue ships companies like Procter & Gamble, Hanesbrands) and mid-size companies to find solutions/help start-ups and smaller companies. Since 3 years I decided to put my skills at the service of smaller corporations and charity organizations. I am also involved in crowfunding/startups projects. I can bring you the following competencies depending on your short term needs both on a strategical level but also on really operational tasks: - Financial processes: set up financial planning processes (budget, monthly reviews, forecast). - Analysis of your business: example is profitability by BU (retail vs online), profitability by store, cost cutting,... - Business Plan/Deal preparation: I participated in several deals and wrote management presentations for IPO/Deals. I am also able to create a Business Plan. I was on both side of the equation (looking for investments and investors) so I am familiar with all strategical questions you may face. - Any short term need of modelization/data entry on excel. Presentation on powerpoint. - To summarize I can be your virtual CFO, fractional CFO, temporary master of coins or Swiss knife;) My specialty is in Consumer Goods, retail and SAAS. I worked mostly on international projects covering Western and Eastern Europe, Asia, USA, Africa. I Lived in France, Switzerland (10 years), USA (6 months) and India (6 months). I have a passion for travelling (intensive back-packing around the world since 20 years, volunteering in India). I am a positive person always open to new challenges. My first weeks on upwork reflect my energy as I took several small jobs just to start on this website:) __________ Softwares/App I can use: - SAP, Oracle, Netsuite, Xerox, Quickbooks, Indy - Google Suite, Microsoft suite - Teams, Zoom, Slack, Discord - Trello, Notion, Basecamp
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Market Research
    French
    Financial Policies & Procedures
    Cost Analysis
    Data Analysis
    Forecasting
    Market Analysis
    Competitive Analysis
    Finance & Accounting
    Financial Reporting
    Financial Modeling
    Financial Planning
    Business Plan
    Financial Projection
    Financial Report
  • $80 hourly

    • 5.0/5
    • (45 jobs)
    I’ve worked for more than 5 years as a Credit Analyst and more than 4 years as an Internal Auditor for one of the leading global financial institutions. I have been exposed to the credit review process, various banking products, financial security topics, corporate governance, operational risk, and the internal control framework of a complex, multinational organization. I have strong analytical skills, and I am a very detail-orientated individual. Moreover, I can work on highly complex files and topics under challenging circumstances and tight deadlines. I have a strong sense of responsibility to deliver excellent quality to clients within the agreed timelines and budget. This sense of responsibility also implies that I attach great importance to data confidentiality, security, and good corporate governance practices. Lastly, my educational background provides me with a unique skill set. I have acquired two master's degrees, one in law and the second one in management, and I am a Certified Management Accountant.
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Microsoft Dynamics 365
    Financial Variance Analysis
    Financial Projection
    Company Valuation
    Data Visualization
    Bookkeeping
    Venture Capital Consulting
    Financial Reporting
    Internal Auditing
    Performance Management
    Pro Forma Statement
    Internal Control
    Xero
    Management Accounting
    Financial Analysis
  • $125 hourly

    • 5.0/5
    • (179 jobs)
    Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out some of my models in the Portfolio section of my profile. I am very personable and want to learn how I can be of assistance to you! ◊ Service Offerings ◊ Financial Modeling: • Integrated/Three Statements Enterprise Planning • Capitalization Table • Taxation • Reporting • Debt Management • Personal Finance Valuation: • Monte Carlo Simulation • Discounted Cash Flow Analysis • Abnormal Earnings/Residual Income Management & Decision-making Tools: • Business Process Automation • Pricing • Form Automation • Dashboards & Performance Measurement • Data Visualization • Optimization • Decision Tree • Scheduling
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Venture Capital Consulting
    Corporate Finance
    Data Visualization
    Cash Flow Analysis
    Business Analysis
    Company Valuation
    Business Valuation
    Financial Reporting
    Financial Analysis
    Financial Planning
    Financial Projection
    Financial Modeling
    Accounting
    Visual Basic
    Microsoft Excel
  • $30 hourly

    • 4.9/5
    • (6 jobs)
    You may be one step away from optimizing your business for a 10x growth. I simply offer value for businesses which fuels compound growth by looking into how you are doing things and how the leaders at top-notch industry are doing it. We can identify the gap, fill it up so a system is built where growth is a by-product. What you need: ▻ Sales Growth & Pricing Strategy | Value Proposition | Unit Economics ▻ Revenue Optimization | Customer Retention | Reduce churn ▻ Cost Control Centers | Cost Allocations & Cuttings ▻ Competitor Analysis & Benchmarking ▻ Product Market Fit Development ▻ Business Process Improvements ▻ Capital structure optimization and Fundraising (Debt + Equity) ▻ Risk Management [incl. Foreign Currency & Interest Rate Risk) ▻ Financial Reporting | Audits & Taxes ▻ Financial Modelling | FP&A ▻ Management Reporting | Budgeting, Forecasting & Business Plans Every business is unique and needs a tailored approach so let's dive into the granular level data, carve out a fruitful analysis, develop an action plan and roll out its implementation. Inbox / Invite to get in touch.
    vsuc_fltilesrefresh_TrophyIcon Financial Projections
    Pricing Strategy Consulting
    Growth Strategy
    Sales Strategy
    Fundraising
    Data Analytics & Visualization Software
    Financial Modeling
    Business Valuation
    Startup Consulting
    Financial Forecast
    Business Plan
    Budget Planning
    Financial Analysis
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How to Hire Top Financial Projection Specialists

How to hire financial projection specialists

Financial projection plays an important role in business planning and accounting. Whether you need help forecasting cash flows, expense budgets, or sales, financial projection specialists are here to help. 

So how do you hire financial projection specialists? What follows are some tips for finding top financial projection specialists on Upwork.

How to shortlist financial projection professionals

As you’re browsing available financial projection consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. You want a financial projection specialist who understands the nuances of making financial predictions in your industry. 
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., creating an expense budget for a construction project).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular financial projection specialist.

How to write an effective financial projection job post

With a clear picture of your ideal financial projection specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for an independent contractor to know if they’re the right fit for the project. 

An effective financial projection job post should include: 

  • Scope of work: From forecasting budgets to sales, list all the deliverables you’ll need. 
  • Project length: Your job post should indicate whether this is a smaller or larger project. 
  • Background: If you prefer experience with certain industries or accounting tools, mention this here. 
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to chart a course to your desired financial future with accurate financial projections? Log in and post your financial projection job on Upwork today.

FINANCIAL PROJECTION SPECIALISTS FAQ

What is financial projection?

Financial projection is the practice of forecasting future revenues and expenses. It typically involves using financial data and market research to create predictive financial models. 

Here’s a quick overview of the skills you should look for in financial projection professionals:

  • Financial projection
  • Financial modeling
  • Financial planning
  • Financial forecasting

Why hire financial projection specialists?

The trick to finding top financial projection specialists is to identify your needs. Is your goal to forecast monthly sales for the coming year? Or are you trying to create a projected expense budget to meet the targets you’ve set for a particular project? 

The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life. 

How much does it cost to hire a financial projection specialist?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced financial projection specialist may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their financial projection services more competitively. 

Which one is right for you will depend on the specifics of your project.

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