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Clients rate Financial Reporting specialists
Rating is 4.7 out of 5.
4.7/5
based on 1,686 client reviews
  • $50 hourly
    ⭕️ Every CEO or business owner desires a sound reporting system. But setting up one can be a complete nightmare. Over 1k businesses (𝗲-𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲, 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴, 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 & 𝗰𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻, 𝗳𝗶𝘁𝗻𝗲𝘀𝘀 & 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗻𝗼𝗻-𝗽𝗿𝗼𝗳𝗶𝘁, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗼𝘁𝗵𝗲𝗿 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀) enjoy their automated reports thanks to my help. And so can you. 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✔ REPORTING & VISUALIZATION | Transform your data into automated reporting systems and dashboards with fresh and intuitive UI/UX design. ✔AUTOMATION | Automate your business processes to a new level. Foolproof, fast & reliable. ✔ DATA ANALYTICS | Dig deep, clean your data, and present insights. ✔ FINANCIAL MODELING | Any SaaS startup, real estate investor, or another business can get an accurate and well-designed financial model. 𝗦𝗧𝗔𝗖𝗞 ✔ Visualization & Reporting: 𝗟𝗼𝗼𝗸𝗲𝗿 𝗦𝘁𝘂𝗱𝗶𝗼, 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗦𝗵𝗲𝗲𝘁𝘀, 𝗘𝘅𝗰𝗲𝗹. ✔ Data sources: Google Analytics, Google/Facebook/Bing Ads, Shopify, Amazon & more. ✔ Data connectors: Supermetrics, Zapier, Blockspring, Power My Analytics & more. ✔ Programming and query: Google Apps Script, VBA, SQL, custom APIs. 𝗪𝗢𝗥𝗞 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 1. FREE INFORMATIONAL CALL - A 30-minute call where I will listen to your project goals and provide immediate suggestions. 2. PROPOSAL - Following our call, you will receive: - A range of suggested solutions. - A proposal outlining the scope of the project, timeline, and budget estimate. 3. GET THE WORK DONE - Once you give the contract the green light, I will start working on our project and give you timely progress updates. 4. REVIEW & APPROVE - Going on, we successfully complete the project and enjoy the result :) 5. CLOSEOUT & SUPPORT - You are welcome to contact me with any questions after the project is finished. I will make sure everything works 100% as expected. Moreover, I will suggest ideas leading to increased benefits for your business. 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 ✅ Automated spreadsheets at Deloitte for over 2 years and managed financial reporting at a fast-growing commercial bank. ✅ 1.5k+ clients worldwide. USA, UK, and Europe. Including EY, Kaiser+Kraft, NENT group,TDK, UNICEF. ✅ 70% of new clients come back with more requests. They are confident in the quality. 𝗗𝗔𝗧𝗔 𝗣𝗥𝗜𝗩𝗔𝗖𝗬 Your confidentiality is my priority. I will ensure the security of your data and give recommendations on how to safeguard the project information. 𝗪𝗛𝗔𝗧’𝗦 𝗡𝗘𝗫𝗧 Click the green “INVITE” button to set up a FREE INFORMATIONAL CALL. ____________________________________________________________________________________________ KEYWORDS: Excel, Google Sheets, GDS, Google Data Studio, Looker Studio, Power BI, Financial Projections, Finance Sheets, Digital Marketing, E-commerce Reporting, Google Forms, Reporting Templates, SAAS, Financial Statements, CSV, Automation, Google Apps Scripts, VBA, Dashboards.
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    Automation
    API
    Google Apps Script
    Supermetrics
    Sales Analytics
    Microsoft Power BI
    Google Sheets
    Financial Modeling
    Microsoft PowerPoint
    Visual Basic for Applications
    Financial Analysis
    Microsoft Excel
    Data Visualization
    Data Modeling
  • $100 hourly
    Anup has the rare crossover of skills in accountancy, finance, excel, databases and programming. He is a first principles problem solver who believes the basic building blocks of all business are the same, and one can focus on these basic parts to solve any problem rather than looking for precedents or 'industry experts'. He has 15,000+ hours of excel experience. In the last 10 years of his consulting practice, he has worked with 240+ clients on 300+ businesses with problems like business forecasting, financial planning, budgeting, resource planning, project management, data management all using the versatile Microsoft Excel. These clients love him, they talk highly of his work. He has been recognized as one of the top financial modellers in the world by Modeloff. Fund managers and investment bankers in Europe and the Americas trust him with their modelling needs. His love for automation on Excel and understanding of finance produce some of the most unique spreadsheet solutions. Some of these help 50+ employee businesses run their operations and keep things on track.
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    Financial Forecast
    MS Excel
    Cash Flow Modeling
    Real Estate Financial Modeling
    SQL
    Real Estate Appraisal
    Corporate Finance
    Financial Analysis
    Financial Forecasting
    Excel VBA
    Financial Modeling
    Microsoft Excel
  • $20 hourly
    Top 20% in Accounting, Microsoft Excell, Financial Statement. I can become your successful virtual assistant and help to complete different tasks. I am careful, consistent, and thorough, so I am ready to carry out the tasks in a short period of time and efficiently. I have an experience in preparing financial statement, so I am very detail-oriented.
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    Visual Basic for Applications
    Accounting
    Intuit QuickBooks
    Computer Skills
    Microsoft Excel
  • $50 hourly
    Are you and your business stuck staring at an old, frustrating, and confusing financial model that does not deliver any relevant information and, at worst, gives you inaccurate information? Are you wasting countless hours shuffling through manual reports, spending weeks to create pitch decks and business plans, and other laborious back-end financial reporting projects that cost you valuable time? You should be free to work on your talents, NOT mind-numbing financial modeling, visual presentations, investor pitch decks, and business plans. There are better ways to utilize technology to create seamless models, dashboards, decks, and processes that automate these financial analytics and business planning problems! I help companies create and automate their financial reporting, create compelling pitch decks and business plan narratives, translate data into easy-to-read dashboards, and eliminate tedious financial models with easily understood and adjustable models. To achieve this, I can work with a variety of financial software tools (Microsoft Office, Google Suite, QuickBooks, Axiom Reporting, and R) that are tailored to your specific business needs! I can add value to your business by providing: ● Easily understood financial models that can be utilized across your business and provide insightful observations. ● Data analytics and visualization tools to discover trends to give you the competitive advantage. ● Simple and streamlined pitch deck and business plans to convey your business to both investors and stakeholders. ● Oversight of your FP&A and accounting activities to reduce reporting times and identify irregularities. How I work: ● I complete ALL of my work, so I am always available to walk you through all aspects of the model. ● I believe in clear, consistent communication with my clients throughout the process. I prefer to set up an initial video meeting/call to establish expectations and trust. I will also establish deadlines and provide feedback on the job whenever needed to ensure you are satisficed. ● I will never end a project until you are satisfied. I will always incorporate any and all feedback you provide into the next draft of the model, business plan, dashboard, or pitch deck. About Me: ● Possess a unique combination of financial analysis, modeling, business plan, business development, pitch deck, and data visualization work experiences. ● Offer over 7+ years of financial planning and analysis (FP&A) knowledge, 5+ years of accounting/financial reporting expertise, and 5+ years of data visualization development and pitch deck and business plan creation experience. ● Served as an outsourced busines plan and pitch deck and business plan creator to businesses in the technology, SaaS, real estate, healthcare, FinTech, non-profit, aviation, education and manufacturing spaces. ● Developed and published over 50+ executive level and operational Power BI, Google Studio, and Microsoft Excel dashboards/visual tools using data from a variety of business areas and data sources. ● Hold a Banking and Financial Economics degree and active financial modeling credentials. My career engagements include billion dollar, publicly traded commercial banks (3x), entrepreneurial ventures - bootstrapped (1x) and venture-backed (2x), and a venture capital fund. I have broad and deep financial expertise coupled with experience in financial analysis, financial modeling, pro-forma financial statements, FP&A, mergers and acquisitions (M&A) analysis, business plans, pitch decks, credit scoring, credit risk analysis, liquidity risk analysis, company strategy, business models, loan analysis, commercial banking analysis, investment analysis, stock analysis, scenario analysis, sensitivity analysis, compensation analysis, technical analysis, fundamental analysis, product strategy, balance sheet, income statement, accounting analysis, capital expenditures (CapEx), leveraged buyouts (LBO), dynamic revenue modeling, waterfalls, capital raising, due diligence, deal structuring, exit negotiations, Series A, Series B, capitalization tables, KPI dashboards, OKR dashboards, and investor narratives.
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    Investment Banking
    Accounting
    Pitch Deck
    Microsoft Excel
    Balance Sheet
    Income Statement
    Cash Flow Modeling
    Financial Modeling
    Financial Forecast
    Risk Analysis
    Investment Strategy
    Investment Research
    Financial Analysis
  • $14 hourly
    I am Ameer ul Azeem. ACCA (UK), Qualified professional Accountant. I have more than 8 years of diversified Bookkeeping, Accounting, Financial Reporting hands-on experience. I am also very good with Budgeting ( Business & Personal), Microsoft Excel, and Google spreadsheets. I am a Certified Intuit QuickBooks Pro Advisor and Accountant. I have extensive experience and skills in real estate and rental properties bookkeeping and system setup using GAAP accounting practices. I have excellent experience in "Amazon," "Shopify," and "Airbnb" bookkeeping. Hands-on extensive experience in QuickBooks/Xero/Wave/Zoho Books accounting software. Very punctual and always active to meet the work deadlines. My Expertise is: Bookkeeping. Accounting Proficient in QuickBooks/Xero/Wave/Zoho Buildium Expensify Budgeting/Forecasting Advance Excel worksheets templates Management Accounts . A/R, A/P, Invoicing Bank Reconciliations. Credit Card Reconciliation Expense and income charging Financial Reporting Budget Bill.com Hubdoc I am a swift learner and very adaptable to any Job requirement. Take my work very seriously and professionally. Available to work in Business hours in Europe, Australia, the United States, and Canada. I am fluent in English communication. I will provide the proper categorization of your expenses which allows you the full benefit of tax deductions. I will make sure that your books are up to date and reconciled to make your tax filing a breeze. Best Regards, Ameer Ul Azeem ( ACCA)
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    Google Docs
    Accounting
    Financial Modeling
    Management Accounting
    Microsoft Office
    QuickBooks Online
    Buildium
    Forecasting
    Bank Reconciliation
    Account Reconciliation
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
  • $75 hourly
    Indre: - Founder & CEO at Finhoc – a company offering outsourced CFO & Finance Analyst services; - During the last six years has been providing outsourced CFO & Finance Analyst services to more than 65 companies; - Has 11 years’ experience in financial analysis, reporting, modelling and controlling; - Proficient Excel and Power BI user managing complex data files; - Has experience in capital raising, business plan developments and ICO's. - Fluency in Lithuanian, English and German.
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    Pro Forma Statement
    Financial Modelling
    Business Planning & Strategy
    Business Plan or Pitch
    Financial Modeling
    Financial Analysis
    Excel
    Excel VBA
  • $65 hourly
    Startup consultant specializing in Business Plans, Financial Models, and Pitch decks helping 40+ clients engaged in various verticals raise $25M+ funding through investor-ready documents. 🕒 QUICK TURNAROUND: I value my clients, hence your project is my priority. 🏛️ FIRST-HAND EXPERIENCE: I have been in your shoes. I founded my own financial consultancy business while pursuing my Chartered Accountancy hence I know what it takes to start a new business and the challenges you face. 🌟 SOME KEY TAKEAWAYS FROM MY SERVICE 🌟 ✅ Value Added Deliveries: This is core to my work as a Freelancer. My focus is on GIVING more than what I expect to RECEIVE. I take pride in leaving all of my Clients saying "WOW" ✅ Responsiveness: Being extremely responsive and keeping all lines of communication readily open with my Clients. ✅ Resilience: Reach out to any of my Current or Former Clients and ask them about my Resilience. Any issue that my Clients face, I attack them and find a SOLUTION. ✅ Kindness: One of the biggest aspects of my life that I implement in every facet of my life. Treating everyone with respect, understanding all situations, and genuinely wanting to IMPROVE my Client's situations. The 🏆Client Reviews🏆 below which you will find in my reviews section and numerous others like it, describes the quality of work and value that you can expect from working with me: "𝑶𝒎𝒂𝒓 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒐𝒐𝒅 𝒕𝒉𝒆 𝒓𝒆𝒒𝒖𝒊𝒓𝒆𝒎𝒆𝒏𝒕𝒔 𝒘𝒆𝒍𝒍, 𝒔𝒑𝒆𝒏𝒕 𝒂 𝒍𝒐𝒕 𝒐𝒇 𝒕𝒊𝒎𝒆 𝒘𝒂𝒍𝒌𝒊𝒏𝒈 𝒎𝒆 𝒕𝒉𝒓𝒐𝒖𝒈𝒉 𝒕𝒉𝒆 𝒑𝒓𝒐𝒄𝒆𝒔𝒔 𝒂𝒏𝒅 𝒎𝒆𝒕 𝒂𝒏 𝒊𝒎𝒑𝒐𝒔𝒔𝒊𝒃𝒍𝒆 𝒕𝒊𝒎𝒆𝒍𝒊𝒏𝒆. 𝑰 𝒘𝒊𝒍𝒍 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝒉𝒊𝒎 𝒂𝒏𝒚 𝒅𝒂𝒚 ." "𝑶𝒎𝒂𝒓 𝒉𝒂𝒔 𝒄𝒐𝒎𝒑𝒍𝒆𝒕𝒆𝒅 𝒕𝒉𝒆 𝒂𝒔𝒔𝒊𝒈𝒏𝒆𝒅 𝒔𝒄𝒐𝒑𝒆 𝒂𝒏𝒅 𝒑𝒐𝒊𝒔𝒆 𝒏𝒐𝒕 𝒐𝒏𝒍𝒚 𝒑𝒂𝒕𝒊𝒆𝒏𝒄𝒆, 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍𝒊𝒔𝒎 𝒂𝒏𝒅 𝒈𝒓𝒆𝒂𝒕 𝒕𝒊𝒎𝒆 𝒎𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 𝒔𝒌𝒊𝒍𝒍𝒔. 𝑾𝒆 𝒘𝒐𝒖𝒍𝒅 𝒍𝒐𝒗𝒆 𝒕𝒐 𝒄𝒐𝒏𝒕𝒊𝒏𝒖𝒆 𝒐𝒖𝒓 𝒘𝒐𝒓𝒌𝒊𝒏𝒈 𝒓𝒆𝒍𝒂𝒕𝒊𝒐𝒏𝒔𝒉𝒊𝒑 𝒊𝒏 𝒕𝒉𝒆 𝒏𝒆𝒂𝒓 𝒇𝒖𝒕𝒖𝒓𝒆." "𝑷𝒍𝒆𝒂𝒔𝒖𝒓𝒆 𝒕𝒐 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉, 𝒎𝒂𝒅𝒆 𝒉𝒊𝒎𝒔𝒆𝒍𝒇 𝒂𝒗𝒂𝒊𝒍𝒂𝒃𝒍𝒆 𝒐𝒇𝒇 𝒉𝒐𝒖𝒓𝒔 𝒅𝒖𝒆 𝒕𝒐 𝒐𝒖𝒓 𝒕𝒊𝒎𝒆 𝒅𝒊𝒇𝒇𝒆𝒓𝒆𝒏𝒄𝒆𝒔 𝒂𝒏𝒅 𝒅𝒆𝒍𝒊𝒗𝒆𝒓𝒆𝒅 𝒕𝒉𝒆 𝒇𝒊𝒏𝒊𝒔𝒉 𝒑𝒓𝒐𝒅𝒖𝒄𝒕 𝒐𝒏 𝒕𝒊𝒎𝒆 𝒂𝒏𝒅 𝒂𝒔 𝒆𝒙𝒑𝒆𝒄𝒕𝒆𝒅." I specialize in the following: - Startup Advisory - Business Plan & Pitch Decks - Business Strategy - Financial Modeling - Financial statement preparation - Corporate Finance - Business Valuation - DCF Modeling - IRR and Return Modeling - Mergers & Acquisitions - Financial Projections & Forecasts - Virtual CFO Services
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    Financial Model
    Business Plan or Pitch
    Venture Capital Consulting
    Pitch Deck
    Business Valuation
    Accounting
    Microsoft Word
    Financial Modeling
    Management Consulting
    Financial Forecasting
    Financial Analysis
    Forecasting
    Microsoft Excel
    Business Plan
  • $20 hourly
    Hello there! Having trouble with your bookkeeping? Well, let me handle that for you. I am a full charge bookkeeper with 10+ years of accounting/bookkeeping experience, that handles all of the accounting needs of a company. I am knowleadgeable in the following areas; -General Accounting -Financial Statements -Cash Flow Projection -Business Analysis -Payroll Expert on these following Software; -Quickbooks Desktop -Quickbooks Online -Xero -Zohobooks -Spreadsheets (Excel/Google) *I am only intersted in a long term project where I could build a strong work relationship with a client.
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    Workday
    Administrative Support
    Accounts Receivable Management
    Accounts Payable Management
    Microsoft Office
    Xero
    Accounting
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Zoho Books
    Payroll Accounting
    Bank Reconciliation
  • $30 hourly
    I’m a seasoned accounting professional with more than 5 years of experience in bookkeeping, account management, and financial analyst role in the retail, manufacturing, and service industry. I am Quickbooks Certified ProAdvisor and proficient in various other accounting packages like Zoho Books, Simply Accounting, Freshbooks, and XERO. I am currently enrolled in CPA Ontario (PEP) and working towards my full designation. I place a strong focus on accuracy and my expertise spans: 1. Update and Maintain the General Ledger (reconcling balance sheet accounts) 2. Bank Reconciliation 3. Accounts Payable/Receivable 5. Cashflow Statement/Projections 6. Customer/Vendor Account Reconciliation 7. Payroll processing 8. Government remittances and filing (HST/GST, Source Deductions, WSIB, EHT, ROE) 9. Advice and maintain Shareholder Loans 10. Manage Intercompany transactions 11. Journal Entries Financial Analysis & Account Management 1. Budget & Variance Analysis 2. Inventory/Stock Planning 3. Sales/Revenue forecasting 4. Financial analysis 5. Performance Management & KPIs 6. Business Processes Improvement 7. Cost Optimization Techniques/Strategies
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    Financial Analysis
    QuickBooks Online
    Microsoft Office
    Accounts Payable Management
    Accounts Receivable Management
    Google Sheets
    Payroll Accounting
    Account Reconciliation
    Bank Reconciliation
    Data Entry
    Cash Flow Statement
    General Ledger
    Bookkeeping
    Tax Return
  • $15 hourly
    I am disciplined, result oriented, hardworking person and learns quickly. Able to take instructions easily and carry them competently. Communicates well in English. I am a learner and I am not afraid to seek for new experiences in the fields where I can continuously excel and grow. What I do- Real Estate Administrative duties are my expertise (Title search, handling CRM, emails and listings). I also manage social media. Proficient on web research and knowledgeable on Social Media Marketing. Real Estate List Building (Mobile Home Parks, Industrial Properties, Residential Properties, Quit Claims, Tax Delinquent, Pre-foreclosure), Business owner search and Skip Tracing. It is my objective as a freelancer to fully utilize my skills to deliver efficient service, and to assist clients reach their project goals. My goal is to meet all the responsibilities assigned to me by my superior with minimum time and without going out of the company's values and standard procedure. I always ensure you optimal results! So, if you feel that we can excel together, I look forward to speaking with you! ✔️ Foreclosure ✔️Pre Foreclosure ✔️ RealNet ✔️LTSA ✔️ BC Assessment ✔️ LoopNet ✔️ CREXi ✔️ RealNex ✔️ Brevitas ✔️ Commercial Exchange ✔️ Property Search- Running Comparables ( COMPS) - Zillow, Realtor, Redfin & others ✔️ Vacant Land search ✔️ Excellent Ground Lease search ✔️ Cold calling ( Google voice) ✔️ Data collection, Data entry ( Google doc, Excel Expert ) ✔️ LinkedIn Sales Navigator ✔️VPN access . ✔️ SalesQL ✔️ Skrapp ✔️ Snov.io ✔️Whitepages premium
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    Real Estate Investment Assistance
    Prospect List
    Online Market Research
    Financial Accounting
    Light Project Management
    Online Multiplayer
    Lead Generation
    List Building
    Real Estate
    Google Docs
  • $50 hourly
    Highly accomplished finance professional with over 11 years of international experience spanning Europe and Asia. With a strong background in finance and a proven track record of delivering tangible results. Throughout my career, I have held key positions such as Head of Finance & Business Development, Financial Controller, and CFO, allowing me to develop a comprehensive skill set and a holistic understanding of business operations. These diverse experiences have not only provided me with a solid foundation in finance but have also equipped me with invaluable international exposure, enabling me to navigate complex business landscapes with ease. Over the past four years, I have dedicated myself to collaborating with start-ups and SMEs, overseeing their financial operations and developing customized reporting systems tailored to their specific business needs. Drawing on my expertise in financial analysis, budgeting and forecasting, project management, and accounting, I have consistently delivered valuable solutions to drive business growth and success. Furthermore, over the past year, I have proactively focused on harnessing the power of artificial intelligence (AI) to optimize finance departments. This strategic initiative has allowed me to explore innovative ways to leverage AI technologies and data analytics to drive informed decision-making, streamline processes, and enhance overall financial performance. My academic background includes CIMA (Chartered Institute of Management Accountants), a bachelor’s degree in business administration as well as a Master’s program in Management Accounting. Looking forward to the opportunity of contributing to your business's growth and success!
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    Automation
    Artificial Intelligence
    Process Optimization
    Management Accounting
    Project Finance
    Management Consulting
    Managerial Finance
    Xero
    Financial Accounting
    SAP
    Oracle NetSuite
    Month-End Close Assistance
    Budget Management
    Microsoft Excel
  • $50 hourly
    I specialize in bookkeeping and financial analysis for small, online based businesses, usually ecommerce businesses. I regularly work with Quickbooks and Xero (certified in both), and Gusto. I learn new software very quickly and easy, and frankly I love learning new software. Over the last 15 years, I have completed my Bachelor's Degree in Accounting and have worked basic office jobs during those years. I have done bookkeeping that includes taking bank statements, reciepts and old checks and balanced bank accounts. I have also prepared monthly, quarterly and yearly financial statements for companies. I also have 6+ years as a government tax auditor. I have a very diverse background using the Microsoft Office suite, particularly Word and Excel. I really enjoy doing accounting work and preparing statements for people to learn about the company from.
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    Xero
    Accounting
    Bookkeeping
    Accounting Principles & Practices
    Financial Analysis
    Accounting Software
    Payroll Accounting
    Intuit QuickBooks
  • $80 hourly
    I build and run successful finance departments (or finance function) with fully organized processes in it. My goal is to be at the highest level of help for owners and shareholders providing accurate and trustworthy information. I have a solid knowledge and experience in financial reporting and audit (including consolidation group companies results), pay a lot of attention to controls and processes implementation to prevent any possible fraud/error. I'm experienced in OPEX and CAPEX calculation, WACC, capital budgeting (PI, NPV, IRR, Payback Period), financial analysis (liquidity, activity, profitability, ROE etc). I have eight years of managerial experience. My key concept is not a strict hierarchy but rather clear tasks and monitoring of its performance. I can tell that motivation is an important part of it. Time management and set of priorities are also my good knowhow. I'm open-minded, positive, responsible, creative, result-oriented, love to study and discover new things, honest. I like my profession and constantly improving my skills & knowledge. I'm hard worker and don't take partial results.
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    Budget Management
    Chart of Accounts
    Management Accounting
    Microsoft Dynamics 365
    International Taxation
    Intuit QuickBooks
    US Taxation
    Sales Tax
    Business Analysis
  • $75 hourly
    I have more than 20 years working in accounting and finance. I have worked for many multinationals in Switzerland and will be able to help you for many projects such as: - Bookkeeping in Quickbooks, Xero and others ERP - Financial Accounting - Treasury - Cash Flow - Financial Reporting - Cost analysis - Budget/Forecast - VAT for Switzerland and Europe I am speaking English, French, Spanish and can work on a German system. I'm working from Colombia but I'm available to adapt to any situations if required. Please contact me if you need help from a professional. Romain
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    Management Accounting
    Financial Presentation
    Xero
    Cost Accounting
    Financial Forecasting
    Budgets
    Financial Accounting
    Tax Return
    Profit & Loss Statements
    Bookkeeping
    Budget Management
    Income Statement
    Cash Flow Analysis
    International Accounting Standards
    Technical Accounting
    Bank Reconciliation
    Balance Sheet
  • $80 hourly
    I am experienced in all areas of finance with great analytical skills. I am a certified tax consultant in Germany.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Financial Analysis
    Tax Law
    Accounting Basics
    Tax Planning & Advisory
    Accounting
    Bookkeeping
    Financial Accounting
    Tax Return
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
  • $20 hourly
    Certified Accountant & Pro Advisor Bookkeeper in QuickBooks, Xero, and QBO: 15+ Years of Experience Looking for an expert to manage your accounting and bookkeeping tasks? You're in the right place! I am a certified Xero Advisor and QuickBooks ProAdvisor, including QuickBooks Online (QBO), with ACCA credentials. 🔹 Specialties: - QuickBooks & QuickBooks Online (QBO) - Xero - Accounting & Bookkeeping - Accounts Receivable & Payable - Financial Analysis & Tax Planning 🔹 Certifications: - QuickBooks ProAdvisor & QBO Expert - Xero Certified Advisor - Certified Accounting Technician (CAT) - ACCA Certified Chartered Accountant 🔹 Compliance & Reporting: Your trust is important. I strictly adhere to all laws and regulations and can produce weekly, monthly, or yearly financial reports, reconciled to perfection. 🔹 Services: - Comprehensive Bookkeeping: Using Xero, QBO, and QuickBooks. - Reconciliation: Bank Accounts, PayPal, and Credit Cards. - Management: Bills, Invoices, Accounts Receivables & Payables. - Additional Services: Customer Billing, Payroll Processing, Inventory Management. 🔹 Financial Reporting: - Profit & Loss - Balance Sheet - Business Valuation - Performance Metrics - Customized Reports 🔹 Analytical Skills: Specialized in data-centric reconciliation and internal auditing. Proficient in US GAAP and IFRS standards. Why Choose Me? - 15+ Years of Experience - Certified Expertise - Reliable & Efficient - Customized Solutions Let's partner to optimize your business finances. Contact me today!
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Inventory Management
    QuickBooks Online
    Financial Projection
    FreshBooks
    Account Reconciliation
    Xero
    Managerial Finance
    Accounts Payable Management
    Accounting
    Accounts Receivable Management
    Cost Accounting
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
  • $35 hourly
    You have a business to run. Leave the books to me. As a Certified Quickbooks ProAdvisor and owner of Precision Bookkeepers, I am now taking additional clients on the Upwork platform for individual and recurring services. My business primarily works with clients in the US, so don't let my location fool you. I also have clients in Canada and the UK. I am proficient in QB Online and have experience using it with DEXT, Hubdoc, Bill.com, Synder, PayPal, BnB Tally, and Stripe. Qualifications: QBO ProAdvisor, QBO Advanced ProAdvisor, Intuit Bookkeeping Professional Certificate Currently, I am serving my clients with the following areas of expertise: Company set up in Quickbooks online. Professional Chart of Accounts. Set up of Customers, Vendors, and Products & Services list. Recording and Categorization of transactions in QuickBooks Online. Maintaining Accounts Receivable and Payables. Creating Invoices and Bills in Quickbooks Online. Bank and Credit Card reconciliation. Adjusting entries Payroll management Monthly, quarterly, and yearly financial reports Financial Analysis Monthly Bookkeeping in QuickBooks Online Other bookkeeping services as required by the client in QuickBooks Online. Please contact me if you have any questions about a project. Kind Regards, Yanka
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Chart of Accounts
    General Ledger
    Light Bookkeeping
    Account Reconciliation
    Accounting
    QuickBooks Online
    Payroll Reconciliation
    Accounting Basics
    Bank Reconciliation
    Accounts Payable
    Bookkeeping
    Accounts Receivable
    Intuit QuickBooks
  • $125 hourly
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Accounting
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • $80 hourly
    "Outstanding Job! Ashley fixed my books quickly and got me back on the right path. She walked me through everything she was doing and set me up to do it on my own moving forward." "Ashley deserves more than 5 stars. We were very impressed with her professionalism and work. Amazing service." ---------------------------------------------------------------------------------- I do bookkeeping setup and cleanup for e-commerce businesses. Whether you're just starting out, just need someone to take over, or feel like you're flying blind - I've got you covered. Here are some of the services I provide: - Set up QuickBooks Online for your business. - Clean up messes left by others or get you caught up on your bookkeeping. - Maintain your books on an ongoing basis, keeping them accurate and up-to-date. - Troubleshoot specific issues or answer questions about bookkeeping for your business If you're in need of bookkeeping help - whether it's a huge mess to clean up or just a quick question, send me a message. I'd love to hear about your business and see what I can do to help.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Amazon FBA
    Account Reconciliation
    Chart of Accounts
    Sales Tax
    Accounting Principles & Practices
    Ecommerce
    Accounting
    Shopify
    QuickBooks Online
    eCommerce
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Accounting Software
  • $30 hourly
    Are you looking for an experienced and expert Bookkeeper and Accountant?...let's talk then! I have 8 plus years of working experience in Bookkeeping and Accounting with various business industries e.g., E-commerce, Retail, SaaS, Technology, Shipping, Real Estate, Rental Vacation Management, and Services like Construction, Plumbing, Heating, Roofing, Electrical, Salon, etc. I am a top-rated freelancer and specialist in cloud bookkeeping, accounting, payroll, taxes accounts payable, accounts receivable, inventory management, reconciliations of Amazon FBA, Shopify, along with advanced level knowledge and experience in catching up backlog bookkeeping and putting systems in place for smooth process workflow plus up to date business finance reporting. I have worked with 100+ Canadian and US clients - communicating directly with their representative’s Finance Managers or Owners right from setting up charts of accounts into accounting software to managing their books of accounts, preparing monthly financial statements such as Balance Sheet, Profit, and Loss Statement, Cash Flow Statement to analyze their business performance and support their financial decision to drive strategic business results. My working experience in Bookkeeping, Accounting, Reconciliations, and Payroll are listed hereunder: 1. Accounting Software Experience: - I have advanced level experience in Quick Books Online and Desktop, Xero, Sage, NetSuite, Wave, Freshbooks, Tally ERP, and linked Apps like Plooto, Bill.com, Expensify, Business Importers, Receipt Bank, Hubdoc, etc. 2. Payroll Software Experience: - I have hands-on experience in Wagepoint, Gusto, Ceridian, ADP, Payworks, Rise, TSheets, QuickBooks Online, etc. 3. Reconciliation Experience: - E-commerce Revenue Recognition & Reconciliation, Accounts Receivable & Inventory Reconciliations with the help of reports from online portals like Shopify, Amazon FBA, Bigcommerce, Stripe, PayPal, Epay, Teller, Ingenico-Ogone, etc. - Bank & Credit Card Reconciliation and finding solutions for un-cleared transactions based on best practice in the accounting world. 4. Microsoft Excel: - Pivot table & charts, Formulae: Lookup & Reference, Financial, Logical, Text, Date & Time, etc. Why should you hire me: - Top Rated Profile and 100% Job Success Score - I assure 100% security and confidentiality of data provided - Attention to details, Quick Learner, Reliable, Team Player as well as Independent driver - Proactive Communication and on-time job completion - High Quality Service and Advisory - Long term and trust worthy relationship - Free job discussion and your business requirements understanding Most importantly, when you hire me - you actually engage with a partner who will jointly work with you and for you so that you can solely focus ON your business, not IN your business. I will help you to access the real-time health of your business finance and ultimately achieve your business's short and long-term goals. Ready to get started? Please contact me today! Note: I prefer to retain at least 8 hours every month, and I work on only long-term projects with monthly reporting. NO, one-time projects!
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Amazon
    Inventory Management
    GAAP
    Payroll Processing
    Microsoft Excel
    Goods & Services Tax
    Shopify
    Accounts Payable
    Accounts Receivable
    Bank Reconciliation
    Accounting
    Bookkeeping
    Xero
    QuickBooks Online
  • $40 hourly
    Auditing and Accounts teaming is the new way to grow. Specialize in auditing, accounting & taxes. Passionate and Tech-freak Chartered Accountant with 8 years of experience, earlier associated with Ernst and Young (E&Y) for 2.5 years as a senior auditor. Advanced Excel is love. Proficient in Accounting, Financial Statements, Bank Reco, Cash Flow, Income Tax, GST, Audit. • Quickbooks • Zoho • Xero • Freshbooks Awarded Bronze badge in Business Analysis and Data Visualization by Ernst and Young (EY). Proficient in analytic tools and reports like: Helix, Power BI, Spotfire, Idea, etc, and advanced MS- Excel with graphs and charts in easy-to-understand presentation. Proficient in handling corporate financial, Balance Sheet, Profit and Loss, Cashflows and even budgeting. Worked experience with various industry clients from India, US, Canada, and UK based clients majorly from Texas, Dallas, Sydney, and California.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Budget
    Xero
    QuickBooks Online
    Bookkeeping
    Portfolio Management
    Accounts Receivable Management
    Bank Reconciliation
    Financial Accounting
    Internal Control
    Financial Audit
    Zoho Books
    Microsoft Excel
    Income Statement
    Intuit QuickBooks
  • $175 hourly
    I am an enthusiastic, versatile, hands-on and strategic senior executive with experience in financial management, quality assurance, governance, and operations management for private and public companies in many industries, sized from very small to extremely large, and across 3 continents. I partner with businesses to help them grow and succeed; people working together toward a common vision accomplish more. Several clients have derived the greatest value from jointly analyzing their business, identifying easily achievable adjustments, key business drivers to track, and achieved efficient growth, even in difficult economic conditions, without the need for complex sales or marketing. On a team, effectively engaging all members, developing and mentoring, and encouraging effective communication contribute to bottom-line performance and employee engagement. I specialize in 3 areas: ▶ CLARITY, VISIBILITY and EFFICIENCY: I implement accounting and finance systems, or reengineer existing reports and statements, create metrics and charts to highlight and analyze performance, trends and strategies. Clarity of cash flows is an area I consider to be especially important. For a public manufacturer, I analyzed performance in detail (including product, customer, and department) and created tools for daily cash management to achieve a radical turnaround and profitable emergence from bankruptcy. For a power generation company and a public IT and SaaS company implementing new ERP systems and enhanced internal, external and board reporting highlighted performance, improved profitability over 200%, improved cash management, and created efficiency in the preparation and filing of reports. ▶ FUNDING, CORPORATE TRANSACTIONS and DUE DILIGENCE: I create business plans, financial models, investor information sheets and packages for raising debt, equity and grant funding, as well as for acquisition, restructure and disposal of entities and assets. When desired I accompany clients in meetings and manage data rooms for due diligence. For a construction company I closed two government grants and 7 debt instruments to fund capital projects. In aerospace I renegotiated, and later redeemed, all secured debt, raised new funding through unsecured lines of credit, two equity raises, two government grants and a large interest free loan. For an oilfield service group I negotiated and closed on the sale of a subsidiary, and in logistics merged entities. ▶ PROFITABILITY and RISK: I develop strategies for profitable business and for identification and management of risk. I drove growth and strategic realignment, added clients 2.5 times larger and doubled ongoing services in a financial service group. For a not-for-profit entity and a public company I introduced a risk assessment process reported to the boards of directors. For an international public group I development and implemented policies and procedures to ensure consistent standards, reporting and practices among subsidiaries (including bribery, corruption, privacy standards and international law). I renegotiated 26 insurance policies and created methodology to minimize risk and cost. I also have extensive experience in: ▶ Systems and processes ▶ People development ▶ Financial mentor and training ▶ Dashboards for strategic, board of directors, executive, operational or tactical purposes ▶ Strategic planning ▶ Development and implementation of financial policies and procedures ▶ Project tenders ▶ Project management My services include: • Interim, Virtual, or Part-Time CFO • Financial management • Cash Management • Management, Public and Board Reporting • Company Dashboard or KPI Creation and Enhancement • Financial Systems Assessment and Improvement • Forecasting, Budgeting and Business Planning • Financial Planning and Analysis • Investor and Funder Presentations • Process Design and Re-engineering • Turnarounds, Mergers, Acquisitions and Divestment support • Due Diligence • Corporate and Board Governance • Independent Director • Policies and Procedures • Risk Management and Business Continuity Planning • Fundraising Support • Pitch decks and raises • Business Proposal and Grant Writing • Contract Negotiations • Project Management • Accounting System Setup and Upgrades • Chart of Accounts Setup and Improvements My industry experience includes: ▶ Aerospace ▶ Computer software, hardware and SaaS ▶ Food manufacturing ▶ Health insurance and service ▶ International trade ▶ Manufacturing ▶ Medical services ▶ Not-for-profit ▶ Oil and gas ▶ Oilfield services ▶ Payroll and benefits service ▶ Power generation ▶ Professional services ▶ Transportation and logistics (intermodal) ▶ Utilities, and ▶ Many others. FREE If you would like to send me a copy of your financial statements I will provide you a complimentary initial assessment and recommendations for improvement. Please contact me to discuss your project.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    CPA
    Business Transformation
    Change Management
    Growth Strategy
    Continuous Improvement
    Process Improvement
    Accounting
    Performance Optimization
    Financial Management
    Management Consulting
    Business Plan
    Compliance
  • $65 hourly
    Hi, With more than 30 years of experience in the investment advisory profession, I am very familiar with the subject matter you are looking for. I can create the content you need tailored to your voice, style, and brand. Here's a snapshot of my professional background. I currently provide marketing and communications consulting services to broker/dealers, registered investment advisors, and FinTech companies. My work is focused on helping them develop and implement comprehensive marketing strategies to grow and retain assets under management and build fee revenue. I am also adept at creating a firm’s primary messaging and optimizing it for delivery across print, digital, and audio/visual platforms. My previous accomplishments include building Beta Capital, the holding company of a small family office, where he was a Managing Director and the Chief Investment Officer. Before Beta, I led Sales and Marketing for the predecessor entity of Aspiriant Wealth Management. I began my investment advisory career in the 1980s working with a handful of families and my experience includes constructing and trading complex derivative swap and collar positions for institutions and accredited individual investors. So, my experience with and understanding of the financial markets, securities trading, and the wealth management profession generally are broad and deep. The greatest added value I bring to you is an innate ability to explain very complicated subjects in a manner that an average person can clearly understand. I contributed to the textbook “Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients.” I ghostwrote the book “Bozos, Monsters and Whiz-Bangs” for a Registered Investment Advisor client, and I contributed the investment research material for the book “Diversify or Die: Diversity. Inclusion. Evolution. Success.” Please take a look at the attached resume and my LinkedIn profile for samples of my writing. I can send you others if you want to see something specific. I live in the Central Time zone and look forward to talking with you soon. Before you call, please take a look at the feedback previous UpWork clients have provided about my work. Thanks, Tony Termini
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Portfolio Management
    Asset Allocation Analysis
    Online Financial Trading
    Derivatives Trading
    Personal Finance & Wealth Management
    Financial Planning
    Investment Strategy
    Stock Market
    Financial Trading
    Financial Writing
    Financial Plan
    Copywriting
    Writing
  • $60 hourly
    I specialize in QuickBooks- both Desktop and Online. I am not a CPA. Menu of services: *Start up-If you are starting a new business and have no idea what a Chart of Accounts is or how to set up Customers and Vendors then I will get you up and running *Clean up-Sometimes just don’t know where to book those receipts so you guess or put them all to Miscellaneous and let your CPA figure it out at Year-End. Maybe you are new to this or discover that your bookkeeper didn’t know as much as they said they did. Now your books are a mess and you can’t get a handle on how your business is doing. *Catch up-This is a great service for the business owner who wants to keep their own books but has fallen behind. I can step in, get everything caught up so you are back up and running. *Conversion-Have you outgrown your current software or are you looking for software that is more suited your growing businesses needs? Converting to new software can be difficult and there are several checks and balances involved to make sure all of your data has migrated over correctly and your balances match. The extra time spend on the front end will pay off in the long run. *Monthly Review-If you are the business owner who wants to enter bills, cut checks and create invoices but not deal with the monthly bank reconciliations and needs someone to reconcile accounts and review the months transactions for accuracy. *Full Service Bookkeeping-I handle all transactions for you. *Training-weekly, bi-weekly, monthly or as needed *Custom Plan- We come up with a custom plan that fits your needs
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    eCommerce
    Inventory Plugin
    General Ledger
    Month-End Close Assistance
    Financial Analysis
    Job Costing
    Bookkeeping
    Transaction Data Entry
    Accounts Payable
    Microsoft Excel
    Intuit QuickBooks
    Accounts Receivable
    Bank Reconciliation
  • $30 hourly
    ******TOP RATED FREELANCER IN ACCOUNTS AND BOOKKEEPING IN UPWORK******** I am qualified CPA (Certified Chartered Accountant from India) & Professional Accountant having more than 7 years of varied experience. I am certified in Xero, Quick books Pro Advisor (Gold member), MYOB and NAV specialist. At a young age, I am exposed to amazing experiences like Business Set Up, Accounting, Accounts Payable, Receivable, Financial Management, Payroll, Budgeting, Cash flow, Reporting, Analysis, Statutory liabilities management, Process Management, and Improvements. May it be starting from scratch or to move from one accounting solution to another or repair existing system or continue with the existing system, provide improvements in process, generating business guiding reports or ensuring statutory dues, being experienced and competent help me to implement the project successfully. My core competency lies in providing complete accounting solution to all business sizes spread in different sectors. I can fulfill immediate and temporary needs to fix to account or be with you on a permanent basis for your accounting needs. I do have a team of bookkeeping experts (includes CPA, CA and Certified Software experts) who have capabilities to suffice all accounting needs. I love to guide my team when required and simultaneously coordinating various projects in different locations. I enjoy problem-solving and believe in strong communication and ability to deliver results both independently and in a team environment. My commitment to Quality is presented by UpWork as well where I have 100% Job Success since last 3 years as I always strive to provide best to my clients.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Accounting Principles & Practices
    Bookkeeping
    CPA
    Accounts Receivable Management
    Accounts Payable Management
    Xero
    Accounting
    Financial Analysis
    Intuit QuickBooks
    Payroll Accounting
    Budget Management
    Tax Return
    Technical Accounting
  • $65 hourly
    Bonjour, Après plus de 15 ans au service d'entreprises, j'ai créé mon entreprise et je vous propose de réaliser toutes vos traduction Anglais - Français ainsi que de vous faciliter la lourdeur des tâches administratives et comptables. Très souvent, la comptabilité représente un casse-tête, tandis que pour moi, c'est un plaisir, tant de le faire que de vous aider à devenir autonome si vous le souhaiter. Ce sera pour moi un plaisir de mettre mon expérience et expertise à votre disposition. Mon parcours professionnel s’est construit aussi bien en France qu’à l’étranger. J’ai vécu et travaillé plusieurs années au Royaume-Uni et en Thaïlande. De ce fait, je possède une ouverture d’esprit et une expérience élargie. Dans ma vie professionnelle, j'ai principalement travaillé en anglais et ai dû traduire des documents financiers ou plus généraux du Français à l'anglais (et vice-versa). Au cours des 15 dernières années, j'ai réussi en tant que contrôleur financier travaillant dans différents environnements (e-commerce, fabrication, commerce de gros, B2B). Mon expérience a grandi au cours des années et je suis disposée à mettre toute mon expertise non seulement pour une grande entreprise, mais aussi pour une entreprise plus petite qui a besoin d'expertise professionnelle. Vous souhaitez : • Aide à la création de votre société • Mise en place ou amélioration de votre comptabilité • Tableaux de bords, Reporting (selon différentes normes :IFRS, USGAAP) • Gestion de votre trésorerie • Implémentation de process (contrôle interne, SOX …) • Préparation et revue des états financiers • Budget et prévision, analyse des variances et pertinence des stratégies • Préparation des rapports AGE, AGO… • Préparation de vos statuts • Plan de financement • Traduction Français – Anglais en tout genre • Aide administrative Maitrise des systèmes suivants : SAP, SUN, SAGE, BPC, Cognos, Oracle, Excel, Powerpoint, Word Pour toute question ou complément d’information, n’hésitez surtout pas à me contacter.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Legal Translation
    Financial Planning
    Value-Added Tax
    Cost Control
    Bookkeeping
    English to French Translation
    Managerial Finance
    International Accounting Standards
    Account Reconciliation
    Tax Preparation
    Financial Accounting
    Balance Sheet
  • $80 hourly
    A Certified German VAT Expert, Member of ACCA and holding BSc Accounting and Finance Degree from London School of Economics (University of London). I have more than 7 years of professional accounting, taxation and finance experience working with companies based in UAE and Germany, which have provided me insights into various aspects of business and significantly enhanced my knowledge of management, accounting, finance and taxation. My area of expertise includes Accounting, Finance, Taxation, Business Analysis, Corporate Finance, IFRS, German GAAP, Auditing, Book Keeping, Payroll Accounting, Inventory Management, POS, Financial Reporting, Preparation of Financial Statements, VAT and Income Tax Returns, ERP Systems and Accounting Softwares. Other expertise includes Ecommerce, Amazon VAT Compliance and Reporting in Germany. VAT Registration in Germany. Assistance with VAT related issues. Accounting for Ecommerce / Online Business. Feel free to contact me in order to discuss your accounting, taxation and financial reporting requirements.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Data Entry
    Management Skills
    International Taxation
    Bookkeeping
    Financial Accounting
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How to Hire Top Financial Reporting Specialists

FINANCIAL REPORT SPECIALISTS

What is a financial report? 

A financial report is a document intended to present information on an organization’s finances. Common financial reports include Income statements, balance sheets, cash flow statements, and capital statements.

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

  • Financial reports
  • Accounting
  • Accounting tools (e.g., QuickBooks, Zoho Books)

Why do you want to hire financial report specialists?

The trick to finding top financial report specialists is to identify your needs. Is your goal to generate an income statement documenting salaries of your employees? Or do you need help creating a statement of capital for your business’s investments? 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 TO HIRE FINANCIAL REPORT SPECIALISTS

Financial report specialists can help you accurately report financial information about your organization.

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

How to shortlist financial report professionals

As you’re browsing available financial report 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 report specialist who understands the nuances of financial reporting in your industry.
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., financial audit reports).
  • 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 report specialist.

How to write an effective financial report job post

With a clear picture of your ideal financial report 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 a contractor to know if they’re the right fit for the project.

An effective financial report job post should include:

  • Scope of work: From quarterly earnings reports to compliance audits, 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 launch your financial report project? Log in and post your financial report job on Upwork today.

FAQS FOR HIRING FINANCIAL REPORT SPECIALISTS

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

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

  • An experienced financial report 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 report services more competitively.

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

How long should you contract a financial report specialist to complete your project?

As difficult as it is to estimate how long it takes to prepare a financial report, budgeting time is very important to keeping your project on track.

Be prepared to budget more time for more-demanding financial report projects. For example, preparing financial reports for a small business will typically take less time than handling the financial reporting needs of a large nonprofit organization.

What are the steps involved to hire financial report specialists?

Here’s how to hire financial report consultants in four simple steps:

  1. Identify your project needs, whether it’s general accounting reports or compliance audits.
  2. Define the scope of work and write a detailed job post. Be specific about deliverables (e.g., prepare a statement of changes report for your equity accounts).
  3. Review proposals and shortlist potential financial report specialists for unique skills needed to bring your project to life (e.g., tax preparation).
  4. Interview financial report talent to gauge whether they’re the right fit for your project.
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