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Hire the best Financial Reporting Specialists in California

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  • $70 hourly

    • 5.0/5
    • (12 jobs)
    Over 7 years working as an external auditor for the State performing regulatory, operational and financial compliance, and financial reviews. Have analytical, problem-solving, diagnostic, researching, and project management skills. Write audit reports. Have a Bachelor in Accounting, MBA in Finance, and a CPA license. Have knowledge of accounting standards and principles, auditing principles, stock analysis, theoretical portfolio management, real estate principles, and financial analysis of firm. Here to make extra money. Glad to assist in your accounting, auditing, or financial needs.
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    Cost Accounting
    Financial Analysis
    Financial Management
    Financial Statement
    Financial Presentation
    Real Estate Financial Modeling
    Financial Accounting
    Financial Audit
  • $200 hourly

    • 5.0/5
    • (15 jobs)
    I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.
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    Financial Presentation
    Chartered Financial Analyst
    Financial Management
    Due Diligence
    Corporate Finance
    Financial Modeling
    Mergers & Acquisitions
    Financial Analysis
  • $90 hourly

    • 4.9/5
    • (5 jobs)
    I am passionate about running your initiative effectively to drive the most efficient output - whether it be from a strategy, research, analysis, or implementation perspective, I would love to play the role of someone who gets their hands dirty to dig in and find out what the problems are, and how to prioritize their solves. It would be an honor to at minimum be able to discuss your opportunity and see if there is space for me to help! I have over a decade of experience in managing budgets, strategic initiatives, and managing Tableau analysis for organizations. I have performed this in the retail, grocery, executive search, and restaurant industries. While I may not have the exact expertise in your field, I view analysis as numbers that can tell the story. Let's connect to see if I can help you get your job done
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    Financial Projection
    Data Analysis Consultation
    Data Analysis
    Financial Consulting
    Budget Management
    Financial Modeling
    Business Analysis
    Research & Strategy
    Financial Planning
    Change Management
    Presentations
    Microsoft Excel
    Strategy
    Financial Analysis
  • $150 hourly

    • 5.0/5
    • (89 jobs)
    I am a Certified Public Accountant and I own my CPA Professional Corporation, where I provide tax compliance and consulting for individuals, families, small businesses, LLCs, corporations, nonprofits, trusts and estates. I also provide bookkeeping for these various entities. My firm also provides audit and review services for nonprofits and business entities that need to be in compliance or are in need of financials for debt covenant testing or for investor relations. One of the industries served include real estate, where I provide consulting on tax benefits for the entity and/or individual [Section 1031 Exchange, Bonus Depreciation, Cost Segregation, Entity Selection, etc]. I also have exposure to health care, retail, food and beverage, consultants, and more. I am also a Personal Financial Specialist and I own my RIA LLC firm, where I provide asset management on a discretionary basis [rebalancing and structure of portfolios] for various individual accounts, education accounts, retirement accounts, business accounts, nonprofit accounts, trust accounts, and more. I provide financial planning to individuals, families, trusts, estates, and business owners. I take a look at the overall picture of their finances and help them develop a plan for their short term and long term goals.
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    Financial Audit
    Accounting
    Estate Planning
    Financial Planning
    Corporate Tax
    Investment Portfolio Review
    Tax Planning & Advisory
    Investment Strategy
    Entity Framework
    Financial Management
    Tax Strategy
    Managerial Finance
    Bookkeeping
  • $45 hourly

    • 5.0/5
    • (7 jobs)
    Hi, I'm Karryn! I am a skilled remote Bookkeeper and Office Manager with over six years of experience. I specialize in bookkeeping and office administration for real estate related firms, and I have a proven track record of delivering high-quality results for my clients. Throughout my career, I have worked with clients in various real estate industries, including residential construction, architecture, HOA management, real estate development, and real estate brokerage. Despite my focus in real estate, I also support a mix of small businesses ranging from law firms to software development companies. I am committed to delivering exceptional work and exceeding my clients' expectations, and I take pride in my ability to communicate effectively and collaborate with my clients to achieve their goals. I am organized and efficient, and I am proficient in Excel and certified in Quickbooks Online. I am always eager to learn and expand my skill set, and I enjoy taking on new challenges and projects.
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    QuickBooks Enterprise
    Account Reconciliation
    Chart of Accounts
    Real Estate
    Income Statement
    Invoicing
    QuickBooks Online
    Tax Preparation
    Bank Reconciliation
    Accounts Payable
    Accounts Receivable
    Microsoft Excel
    Intuit QuickBooks
    Bookkeeping
  • $50 hourly

    • 5.0/5
    • (8 jobs)
    Never worry about your bookkeeping again! My team specializes in helping small business owners free up their time to focus on growing their business. The name of my business is Spark Bookkeeping LLC and we are currently accepting new clients. Small disclaimer; We move any customers met through Upwork to our own billing platform so the earnings and jobs will not be accurate. We can help with everything from coding bank transactions, managing accounts receivable and payable, reconciling bank and balance sheet accounts, preparing monthly financial statement packages, and getting the books ready for your tax preparer at year-end. Are we a good fit for you? - Would you like to take accounting of your plate? - Are you using (or ready to switch to) QuickBooks Online? - Do you need an expert who can teach you what you need to know, in plain English? - Would you like to be able to ask an expert your questions as needed? If you answered yes to the above questions, here's how we can help you with your small business. 1. Set Up, Catch Up, and Keep Up your QuickBooks Online Bookkeeping so you don't have to worry. My team will: - Accurately record your transactions so you can have clean, tax-ready financials -Keep a clean paper trail and attach supporting documentation in QBO -Pay your bills for you using QuickBooks bill pay -Reconcile your bank accounts so you can be sure the numbers are right -Customize reports so you can understand the numbers and gain actionable insights 2. Help you choose the rights Apps to integrate with QBO and streamline your processes 3. Work with you to forecast cash and be prepared for upcoming cash needs 4. Set up a budget and monitor performance against the budget 5. Teach you what you need to know as a small business owner about QuickBooks Online Steps for Businesses with an existing QuickBooks Online account: 1. Add me as an Accountant user to your QuickBooks Online account 2. I will go through the account to make sure we are starting with a clean set of books 3. From there I will give you a quote for the clean up process and I will send you my prices for ongoing services My Qualifications - I have been working with QuickBooks since 2016 and have the QuickBooks online certification and the Advanced QuickBooks online certification - I am an actively licensed Certified Public Accountant licensed by the California board of accountancy. - I earned my Bachelor's in Accounting in 2019 Here's what I want you to do next: The next step is to send me a message so we can start a conversation about your project and your needs. Don't worry - there's no obligation and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation. If we are a good fit, you'll get tax-ready, accurate, and timely financials prepared by an expert that you can rely on. Send me a message and let's chat!
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    Bill.com Accounts Payable
    Receipt Parsing
    Budgeting & Forecasting Software
    QuickBooks Online
    Information Technology
    Expense Reporting
    Nonprofit
    Accounts Payable
    Bookkeeping
    Accounts Receivable
    Bank Reconciliation
    Intuit QuickBooks
  • $40 hourly

    • 5.0/5
    • (30 jobs)
    I have years of experience with all versions of Quickbooks as well as Shopify and Square. I have experience with a variety industries from retail, construction, online stores, service based, consulting and more for small to medium sized businesses. I follow GAAP and make sure my clients account for all expenses properly to reduce their tax liability. I've worked with following third party integrations; Amazon, Amazon FBA, Stripe, Square, Shopify and most payroll companies.
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    Accounting
    Square
    Shopify Apps
    Financial Analysis
    Hospitality
    Bookkeeping
    Intuit QuickBooks
    Payroll Accounting
  • $50 hourly

    • 4.7/5
    • (26 jobs)
    With over 15 years of experience, I consider myself an Accounting Ninja. My experience includes AR, AP, Credit/Bank Recons, Payroll Processing, Commissions Calculations, Light HR work and Monthly Reporting. I have worked for different types of industries to include Retail, Sales, Online Marketing, Event Planning, SAAS, Gaming Companies, Travel Nursing and Recreation Management. I consider myself an Excel Guru as I have been working in it since 2006. If you are looking for someone who is dependable, efficient, accurate and easy to work with, you have come to the right place!
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    Data Entry
    Human Resource Management
    Accounts Receivable Management
    Accounts Payable Management
    Data Collection
    Intuit QuickBooks
    Payroll Accounting
    Microsoft Excel
    Bank Reconciliation
  • $125 hourly

    • 5.0/5
    • (19 jobs)
    I am a Certified Public Accountant (CPA) licensed by the California State Board. I am experienced with all aspects of financial reporting, tax and audit, US GAAP reporting, federal contracts cost accounting and reporting. I have over 18 years of experience at public and private companies, including high growth FinTech, Software, HealthTech, BioTech/Pharma, where I had various hands-on and manager level roles. I am authorized to practice before the IRS and state tax agencies. I can prepare and e-file your returns or resolve any notices and problems. I specialize in the new CARES Act relief, the ERC Employee Retention Tax Credit / ERTC / claims to the IRS for businesses which suffered due to the pandemic downturn. I am experienced tax professionals, who is dedicated to providing my clients with the most up-to-date and accurate tax advice. I understand the complexities of the tax code and the importance of minimizing tax liabilities while ensuring compliance with all applicable laws and regulations. My goal is to provide my clients with the peace of mind that comes from knowing that their taxes are in good hands. The services I am offering include the following: -Tax planning: I will work with you to develop a tax plan that takes into account the company's unique circumstances and goals. This plan will help minimize the company's tax liabilities while ensuring compliance with all applicable laws and regulations. -Tax preparation: I will prepare all necessary federal, state, and local tax returns for my client. I will ensure that all returns are filed accurately and on time to avoid any penalties or interest charges. -Tax representation: If you are audited or receive a tax notice, I will represent the company in all dealings with the tax authorities. I will handle all negotiations and communications with the tax authorities on the company's behalf, ensuring that the best outcome is achieved for the company.
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    Financial Modeling
    Xero
    Sage Intacct
    International Financial Reporting Standards
    Bookkeeping
    CPA
    Certified Tax Preparer
    GAAP
    SAP
    Financial Audit
    Payroll Accounting
    Intuit QuickBooks
  • $10 hourly

    • 5.0/5
    • (10 jobs)
    Hello, I'm 𝐉𝐞𝐩𝐩𝐞, a finance expert and certified Accountant with more than 𝟭𝟬+ 𝗬𝗲𝗮𝗿𝘀 of experience in handling finances for big companies. I'm dedicated to improving processes by putting strong rules and systems in place within the company. I'm a 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲 and 𝗫𝗘𝗥𝗢 Pro-adviser, I've been in this field for over 𝟭𝟬+ 𝗬𝗲𝗮𝗿𝘀. I'm skilled at organizing financial records, setting up company accounts, and ensuring bank statements are accurate. I specialize in planning budgets, predicting financial trends, and analyzing cash flow. I've helped companies save time and money by automating tasks and creating detailed financial plans. I'm proficient in various software tools like 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞, 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐃𝐞𝐬𝐤𝐭𝐨𝐩, 𝐗𝐞𝐫𝐨, 𝐒𝐀𝐏 𝐚𝐧𝐝 𝐎𝐫𝐚𝐜𝐥𝐞 𝐍𝐞𝐭𝐒𝐮𝐢𝐭𝐞. My job involves managing money coming in and going out, taking care of banking details, and making sure all the accounts are balanced correctly. 𝐘𝐨𝐮'𝐥𝐥 𝐠𝐞𝐭 𝐟𝐫𝐨𝐦 𝐦𝐞: ✦ Financial Analyst Services ✦ Financial Analyst Consulting ✦ Financial modeling, Financial Reporting ✦ Investment Manager, Investment analysis ✦ Investment Analyst, Investor Pitch Deck ✦ Financial Analysis & Valuation ✦ Microsoft Excel, Budgeting and Forecasting ✦ Investment Management, Cash Flow Optimization ✦ Financial planning ✦Financial management, Financial statement ✦Financial markets, Financial services ✦Financial modeling, Financial advisor ✦Financial literacy, Financial risk ✦Financial institution, Financial forecasting ✦Financial accounting, Financial independency ✦ Financial strategy ✦ Financial consultant, Financial reporting ✦ Financial investment, Financial technology ✦ Financial decision-making, Financial regulation ✦ Financial sustainability, Financial analysis software ✦ Financial market analysis, Financial statement analysis ✦Financial performance, Financial benchmarking ✦Financial risk management ✦ Risk Management, Financial Reporting ✦ Budgeting & Cost Control, Fractional CFO ✦ Financial Modeler, Business & Financial Analyst ✦ Financial Management/CFO, CFO Financial Modeler ✦ CFO Financial Analyst, Valuation Expert ✦ Accounting & Taxation, Financial model ✦ Financial Planning, Fundraising ✦ CA | CFA, Business Valuation and Forecasting ✦ Business plan & Deck, Market Research ✦ Company Valuation, Tax Preparation ✦ Accounts Receivable, Accounts Payable ✦ Bookkeeping software, Bookkeeping services ✦ Bookkeeping basics, Bookkeeping accountant ✦ Bookkeeping, Bookkeeper ✦ Accountant Consultant, Accountant Specialist ✦ Accountant Bookkeeper, Accountant Analyst ✦ Accountant CPA, Accountant Manager ✦ Accountant Virtual Assistant, Accountant Tax Expert ✦ Accountant Financial Advisor ✦ Accountant Auditor, Accountant Payroll Specialist ✦ Accountant Data Entry, Accountant QuickBooks ProAdvisor ✦ Accountant Excel Specialist, Accountant Budget Analyst ✦ Accountant Forensic Specialist, Accountant Tax Preparer ✦ Accountant Financial Planner ✦ Bookkeeper training ✦ Bookkeeper for entrepreneur, Bookkeeping and accounting ✦ Bookkeeping for taxes, Bookkeeping for traders ✦ Nonprofit Bookkeeping ✦ Bookkeeping for landlords ✦ Real-Estate Bookkeeping ✦ Profit First Bookkeeping ✦ Bookkeeping for small business owners ✦ Bookkeeping ✦ Accounts Receivable 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: 🏷Budgeting and Forecasting 🏷Financial Modeling and Analysis 🏷KPI Reporting Dashboards 🏷Budget Analysis 🏷Business Plan Pro-Forma 🏷Investor Pitch Decks 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: ➡Fractional Controller Services ➡Month-End Close and Reporting ➡Full-Service Bookkeeping ➡Inventory Accounting and Fixed Assets ➡Internal and External Audits ➡Business Tax Preparation 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲: ⭐Strategic Planning and 5-Year Plans ⭐Financial Management and Reporting ⭐GAP Analysis and Cost Reduction ⭐Streamlining Operations and Processes ⭐Raising Capital and Financing ⭐Mergers and Acquisitions 𝗛𝗼𝘄 𝗜 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲 𝗺𝘆 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝘁𝗼 𝗺𝗲𝗲𝘁 𝘆𝗼𝘂𝗿 𝘂𝗻𝗶𝗾𝘂𝗲 𝗻𝗲𝗲𝗱𝘀: - I create financial models just for you, adjusting to your schedule and exact needs. - My forecasts are based on solid research, making your financial projections credible. - I craft professional presentations with easy-to-understand visuals and clear explanations. - I ensure accuracy with thorough checks at every step, so your calculations are error-free. 𝑻𝒐𝒐𝒍𝒔 𝒂𝒏𝒅 𝑻𝒆𝒄𝒉𝒏𝒐𝒍𝒐𝒈𝒚 𝑰 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉: 𝟏. QuickBooks 𝟐. Xero 𝟑. FreshBooks 𝟒. Wave Financial 𝟓. Bloomberg Terminal 𝟔. FactSet Feel free to message me to discuss how I can support you with your next project. Best Regards -𝐉𝐞𝐩𝐩𝐞. PS. Due to the huge interest from UpWork clients, my smallest engagement is $500 per month.
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    Supply Chain Management
    Managerial Finance
    Pitch Deck
    Amazon FBA
    Ecommerce
    Cash Flow Analysis
    Ecommerce Website
    Entrepreneurship
  • $50 hourly

    • 4.3/5
    • (163 jobs)
    End of Month Close Accounts Payable General Ledger Fixed Asset Management Journal Entries and Accruals Analyzing financial statements and accounts including ad-hoc reporting Experience setting up Ecommerce revenue streams and integrating them into Quickbooks Understanding of GAAP and how they relate to company goals Creating and managing Budgets Inventory Management and Costing Strong analytical and problem solving skills Certified Quickbooks Pro Adviser Strong verbal and written communication skills Well organized with a high degree of accuracy and attention to detail Effectively multi-task with planning and efficiency Tax preparation and submission Proficient in Word, Quickbooks, Outlook, ECW Proficient in Excel; Macros, VBA script, Dashboards Payroll and Payroll Taxes: ADP, Gusto, Paychex, etc. Bachelor of Science in Accounting from Colorado State University Member of the Golden Key International Honor Society Member of American Institute of Professional Bookkeepers
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    Visual Basic for Applications
    Cost Accounting
    Bookkeeping
    Job Costing
    Microsoft Office
    Intuit QuickBooks
    Financial Analysis
  • $75 hourly

    • 5.0/5
    • (11 jobs)
    Specializing in: *Clean-up/Catch-up Bookkeeping *QuickBooks Online Consulting or Training *Accounts Receivable Review *Prepare Profit & Loss for tax prep Currently accepting new bookkeeping projects. Contact me for your spot today!
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    Income Statement
    Accounts Payable Management
    General Ledger
    QuickBooks Online
    Account Reconciliation
    Accounts Receivable Management
    Financial Statement Software
    Data Entry
    Microsoft Excel
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
  • $50 hourly

    • 5.0/5
    • (1 job)
    An experienced accountant that is proficient in QuickBooks, Excel and other apps and software. Have 10+ years of experience in an accounting manager role leading a team to manage small business needs and their finances. Providing quality service with a no BS approach. Honest and dependable. Maintains integrity and professionalism but able to speak and translate accounting to any nonaccounting person.
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    Bookkeeping
    Management Accounting
    Accounting Principles & Practices
    Financial Management
    Accounting Advisory
    Accounting Software
    Salesforce CRM
    Expense Reporting
    Payroll Accounting
    Bank Reconciliation
    Account Reconciliation
    Accounting
    Intuit QuickBooks
  • $50 hourly

    • 5.0/5
    • (3 jobs)
    I am looking to help a business owner manage the one part of their business, that most do not enjoy! I can help someone manage their accounting long-term, assist in building out the accounting processes, work on short-term projects related to the bookkeeping, or all 3! Skills include, but are not limited to: - Certified in Quickbooks - Strong understanding of GAAP - Analyzing financial statements and accounts - Budgeting and bookkeeping - Process build-outs and process management - Strong analytical and problem solving skills - Organization and attention to detail - Proficient in Microsoft Office, ADP, Gusto, etc - Strong verbal and written communication skills Bachelors of Accounting from University of Northern Iowa Masters of Accounting from University of Northern Iowa
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    Cash Flow Modeling
    Intuit TurboTax
    Financial Planning
    Real Estate
    Financial Accounting
    Microsoft Excel
    Intuit QuickBooks
    Accounting Software
    Accounting Basics
  • $80 hourly

    • 5.0/5
    • (4 jobs)
    I am a SaaS Financial & Operations Metrics Expert (Ex Cisco, Deloitte) with over six years of experience in the consulting and big-tech industry. I am comfortable using advanced financial formulas in Excel along with Pivot Tables and Charts/Graphs. Areas of Expertise Include: 1. SaaS metrics like CAC, LTV, Churn 2. Long Range Bookings, Revenue & OpEx Models 3. Capacity, Productivity Planning 4. Commissions Forecasting
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    Bookkeeping
    QuickBooks Online
    Accounting
    Financial Modeling
    SaaS
    Financial Analysis
    Google Sheets
    Microsoft Excel
  • $55 hourly

    • 4.6/5
    • (4 jobs)
    Greetings! Do you need help with routine business or a one-time project? Good news - I am an experienced accounting professional looking for part-time, virtual side-hustles. I am a Senior Accountant for a local government agency, with 10+ years of financial and governmental accounting experience. I love my career, but I have found myself in a chapter of life with more spare time and a yearning for challenges. I have extensive bookkeeping skills that I would like to use to help your small or large business thrive. I can enter and categorize transactions, perform bank and ledger reconciliations, ensure proper closure of books, prepare trial balance and key financial reports, manage A/R and A/P, audit existing entries and perform journal entries. I'm looking to leverage technology to pioneer the work-from-home revolution and take bookkeeping/accounting tasks off your plate. I have advanced experience using Workday, QuickBooks desktop, QuickBooks online and Microsoft Excel (I love pivot tables). Additionally, I have a solid knowledge of technology and internet-based applications. I'm a quick study and confident I can help you on any platform. I am a self-led, meticulously detailed, adaptable and enthusiastic individual looking to help you clean up, catch up or maintain your accounting records, so that you can make the best financial decisions to grow and optimize your business! Looking forward to connecting with you to discuss your business needs! Amy
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    Accounts Payable Management
    QuickBooks Online
    Accounts Receivable Management
    Financial Accounting
    Bookkeeping
    Invoicing
    Accounts Payable
    Chart of Accounts
    General Ledger
    Microsoft Excel
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
  • $50 hourly

    • 5.0/5
    • (6 jobs)
    Hello, I am an experienced Accountant / Bookkeeper with a degree in Financial Accounting. I have a wealth of knowledge and experience working with small to medium sized businesses providing a full range of financial services. I have skills in general accounting including preparing financial Statements, Cash Flow Projection, Business Analysis, and Payroll. My work is of the highest standard and I adhere to the code of ethics expected by GAAP
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    Financial Statement
    Yardi Software
    Invoicing
    Intuit QuickBooks
  • $40 hourly

    • 5.0/5
    • (8 jobs)
    I am a self-starter with strong interpersonal, analytical and organizational skills. I have experience with budget management, database sorting and entry, organization, recruiting, translating and other facets of business management. Great at communication and open to critique, I am happy to help with anything that I can.
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    Business Services
    HR & Business Services
    Financial Management
    Business Operations
    Database Management
    Recruiting
    Database
    Translation
    Microsoft Office
    Financial Report
    Budget Management
    Intuit QuickBooks
    Balance Sheet
  • $50 hourly

    • 5.0/5
    • (10 jobs)
    Summary Accomplished Accountant offers exceptional skills developed in diverse and demanding business settings, delivering outstanding operational and financial performance. Has Comprehensive knowledge of accounting in manufacturing, distribution, and retail operations. Proven ability to establish productive relationships and lead, train, and focus a large staff to improve efficiency and accomplish organizational growth and productivity objectives. Has a strong proficiency in identifying and responding to opportunities that improve profitability. - Budgeting & Planning- Finance Analysis- Standard Cost Analysis- Tending Analysis - Variance Analysis- Inventory Management- Project Management
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    Data Entry
    Microsoft Office
    Accounts Receivable Management
    Accounts Payable Management
    Finance & Accounting
    Accounting Software
    Management Accounting
    Payroll Accounting
    Balance Sheet
    Financial Audit
    Intuit QuickBooks
    Sage
    Income Statement
  • $129 hourly

    • 5.0/5
    • (0 jobs)
    CPA with over 16 years of experience in both public and private accounting roles, most recently working as the controller for a $400M company. I am a dynamic Excel, financial reporting, and analytics wizard type. (CPA Active License in CA) Identification of $1/2M each in tax benefits in my recent roles as a Controller at +$100M companies. (These tax benefits were missed by the outside mid-tier region CPA firms). Please reach out for a business evaluation, but understand that I only assist with legitimate tax strategies as I am a CPA. Leading ERP implementation efforts for $100M companies, I greatly enjoy systems enhancement, design, and build and I have excellent references from outside ERP implementation partners. I have employed my tax knowledge in building sophisticated financial models and analyses at a level that few financial professionals can deliver. Expert proficiency in financial reporting, KPI, and dashboard design.
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    Dashboard
    Project Accounting
    Cash Flow Modeling
    Financial Modeling
    Microsoft Power BI
    SQL
    Microsoft Excel
  • $129 hourly

    • 5.0/5
    • (2 jobs)
    I'm an accountant with an entrepreneurial mindset. My formal training is in accounting but my love for entrepreneurship and natural business skills have led me to become much more than a typical accountant. I have a unique ability to work in and understand the intricacies of a company's financial statements, but the business insight to use this data for driving business decisions from all aspects of a company, to ensure ideal performance from customer service down to the bottom line. My skillset comes in the form of leadership in the areas of Business efficiencies and effectiveness surrounding processes, procedures and talent utilization. I work as a thought leader and design systems within a business to have maximum effect with the least amount of cost. Additionally, I am an Accountant and design processes and procedures around internal accounting to mitigate loss, errors and lag in data. I have an extensive knowledge of corporate accounting and can guide staff or take control of all areas of accounting needed. Lastly, I have extensive skills in Analytics and Excel. I can perform analysis or create Excel tools to be used my internal managers for ongoing analysis and financial data presentation.
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    QuickBooks Online
    Financial Statement
    Google
    Accounting Basics
    Analytics
    Oracle
    Management Accounting
    Intuit QuickBooks
    Financial Audit
    SAP
    Financial Report
    Accounting
    Invoicing
    Sage
  • $120 hourly

    • 5.0/5
    • (2 jobs)
    I am currently a Sr Finance Manager at a health tech startup (looking for more experience and some side income). I have deep experience modeling recurring revenue businesses, but am open to learning different revenue models. If you're looking to better understand your company's cash flow, how to improve profitability, or simply want to understand what the next few years can look like, I can help! My expertise includes: - Building pricing models (creating scenarios to understand pricing impacts to your business) - Company operating models (3 statement models to understand what the next few years can look like and what target metrics need to be achieved to get there) - Unit economic models (LTV/CAC) - Board and/or investor reporting (pitch decks or regular cadenced reporting)
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Accounting
    Google Slides
    Google Sheets
    Microsoft PowerPoint
    Microsoft Excel
    Pitch Deck
    Financial Analysis
    Financial Modeling
  • $50 hourly

    • 5.0/5
    • (1 job)
    I am a QuickBooks Pro Advisor with over 7 years of experience in the financial field. I have worked at large privately held companies, all the way up to Fortune 500 and government-owned entities. My work experience includes creating and posting accounting entries, cash forecasting, creating and analyzing financial statements, payments and cash management.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Cash Flow Analysis
    Finance
    Journal Entries
    QuickBooks Online
    Forecasting
    Accounting
    Finance & Accounting
    Corporate Finance
    Financial Statements Preparation
    Financial Analysis
    Bookkeeping
    Balance Sheet
    Intuit QuickBooks
  • $45 hourly

    • 5.0/5
    • (1 job)
    Passionate about enhancing lives through technology, I believe in the transformative power of great software. Having navigated the realms of Management Consulting and Corporate Control, coupled with academic pursuits in accounting, marketing, and finance, I've garnered a unique perspective. I recognize that while profit isn’t the sole metric of success, it's pivotal in the decision-making phase of software development. Need a tailored, cost-effective software solution that drives profit and growth? Let's talk!
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    AI Implementation
    Analytics
    Business Modeling
    Financial Modeling
    Data Analysis
    Financial Analysis
    Product Management
    Scrum
    Software
    Algorithm Development
    ETL Pipeline
    Data Processing
    Data Ingestion
    Agile Software Development
  • $75 hourly

    • 5.0/5
    • (2 jobs)
    I am a distinguished graduate from UC Berkeley with a major in Economics and Data Science with entry-level experience in the finance industry. Having cultivated expertise through impactful roles at renowned organizations like Ernst & Young, Energy Producing Retail Realty, and Cohen Goldstein Investment Strategies, I have demonstrated proficiency in audit, finance, and real estate operations. Professional Expertise: -Comprehensive audit and financial analysis at Ernst & Young -Advanced Excel modeling for financial forecasting -Real estate underwriting and property cash flow projection -Leasing activities and rent roll creation and management -Private equity operations and distressed property improvement -Investor relations -Large dataset analysis -Development of rent portal applications -Compliance with GAAP standards for financial statement preparation -Execution of fully integrated and dynamic three-statement models -Proficiency in Discounted Cashflow (DCF) and Leveraged Buyout (LBO) models -Skillful handling of Internal Rate of Return (IRR) and Return on Investment (ROI) models -Experience in Mergers & Acquisitions (M&A) modeling -Real Estate Net Asset Value (NAV) modeling -Expertise in KPI buildouts and business case writing -Investor presentations and pitch deck creation -In-depth investment and equity research capabilities -Fluent use of Microsoft Office, Salesforce, Python, R, ROPI, and DCF modeling -Ratio analysis and data analysis expertise -Portfolio management skills -Bilingual proficiency in English and Hebrew Professional Experience - Ernst & Young, Audit - Technology Companies June 2022 - August 2022 Conducted comprehensive balance sheet analyses for technology companies. Prepared accurate financial statements adhering to GAAP standards. - Energy Producing Retail Realty February 2022 - May 2022 Developed intricate Excel models, including the Waterfall Structure for projecting property cash flow. Contributed to clean energy-focused real estate development efforts. -Cohen Goldstein Investment Strategies (Los Angeles), Assistant to VP of Operations August 2019 - August 2020 Managed weekly reports for multifamily properties, enhancing operational insights. Facilitated leasing activities and contributed to the development of a rent portal application. Spearheaded investor relations and coordinated data analysis for potential deals. Education University of California at Berkeley, Berkeley Bachelor of Arts in Economics and Data Science | Graduation: May 2023 Licenses/Certifications: -California Department of Real Estate Salesperson License #02101680 -Berkeley Charter of Professional Accountancy - Certificate in accounting through UC Berkeley. I am known for my unwavering commitment to deadlines and transparent communication. Armed with a diverse skill set spanning financial modeling, real estate, and data analytics, I consistently exceed expectations. Don't pass up the opportunity to collaborate with a dedicated professional who ensures excellence in every project.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Financial Planning
    Information Analysis
    Microsoft Office
    Project Management
    Financial Analysis
    Analytical Presentation
    Data Analysis
  • $75 hourly

    • 5.0/5
    • (2 jobs)
    I have 12 years of experience in FP&A/Banking/Investment consulting. I am adept in budgeting, revenue and expense forecasting, monthly close and reporting, variance analysis, building financial models, creating dashboards and executive-level presentations. I am extremely proficient in Excel and can help with all of your spreadsheet needs. I excel in implementing and developing financial procedures, streamlining processes, and driving overall business success.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Expense Reporting
    Forecasting
    Financial Analysis
    Finance & Accounting
    Process Improvement
    Microsoft Excel
    Budgeting & Forecasting Software
    Budget Planning
    Financial Modeling
    Finance
  • $150 hourly

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