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Hire the best Financial Reporting Specialists in North Carolina

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  • $50 hourly

    • 5.0/5
    • (19 jobs)
    Utilized my expertise in system conversions to select and implement new cost-effective POS, accounting/HRIS and two eCommerce platforms for the company. Accounting close time reduced from months to days while converting from cash basis to modified GAAP. Effective inventory and cost accounting processes have been implemented for both retail and pharmacy businesses under my stewardship. Analyzed and recommended effective procedures to turn around cash drain business to become a profitable contributor to the company's portfolio. Assisted in completion of business valuation and generational ownership transfer.
    Featured Skill Financial Reporting
    Shopify
    Media & Entertainment
    Bookkeeping
    Sales Tax
    Financial Accounting
    Payroll Accounting
    GAAP
    Sage
    Intuit QuickBooks
  • $95 hourly

    • 4.9/5
    • (199 jobs)
    Freelance writing and blogging. Web content.
    Featured Skill Financial Reporting
    Writing
    Investment Research
    SEO Writing
    Content Writing
    Financial Writing
    Business Writing
  • $75 hourly

    • 5.0/5
    • (85 jobs)
    I am a licensed CPA (Certified Public Accountant) with a Masters of Accountancy. I have over twenty years of hands on accounting experience. I help positive, purpose-driven real estate investors and business owners make smarter accounting decisions with their money to grow their investments. I have worked with entrepreneur companies as well as corporations performing accounting and consulting work. I do not prepare tax returns. My strength is accounting challenges where I can continue to learn and expand on my knowledge. English is my native language. Business specialty: Real estate Legal Service companies Services Provided: Accounting Bookkeeping Payroll QuickBooks Desktop or Online (Online Certification) Xero (Certified Advisor)
    Featured Skill Financial Reporting
    Xero
    CPA
    Intuit QuickBooks
    Financial Accounting
    Bookkeeping
    Accounting
  • $500 hourly

    • 4.6/5
    • (16 jobs)
    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.
    Featured Skill Financial Reporting
    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • $100 hourly

    • 5.0/5
    • (3 jobs)
    I am a corporate finance professional with MBA & CPA, and extensive experience in all aspects of finance, committed to continuous improvement and knowledge transfer. Having served the Fortune 500 segment early on, I gained world class training. For more than a decade now I've been serving other organizations great and small, including early stage companies, yielding new lessons and experiences. This includes high-level tech savvy as I have been in remote practice since 2014. My clients, and my students, benefit from the breadth & depth of all that experience, and my ability to craft remedies to problems.
    Featured Skill Financial Reporting
    Financial Modeling
    Business Valuation
    Project Risk Management
    Treasury Management
    Financial Management
    US Taxation
    Financial Analysis
    CPA
    Oracle NetSuite
    QuickBooks Online
  • $50 hourly

    • 5.0/5
    • (3 jobs)
    With over 20 years of experience, I have a proven record of taking charge, using what I'm given, and growing it to better serve the people, the companies, and the community where I work and live. I have touched all aspects of business but I am most passionate about leadership, diversity, and finance. I am enthusiastic about learning fast, staying curious, and making things happen. I have unparalleled focus and disciple and I'm not afraid to ask questions. I love to solve complex problems and develop processes. I am a self starter and work well individually. My passion is making great things happen. Let's change the world!
    Featured Skill Financial Reporting
    Business Management
    Analytical Presentation
    DocuSign
    Strategy
    Data Analysis
    Google Workspace
    Microsoft Office
  • $45 hourly

    • 5.0/5
    • (2 jobs)
    I’m an accounting professional with over 14 years of experience. I am looking to help small businesses and non-profit organizations with their accounting and bookkeeping needs. My turnkey solutions are designed for clients as small as a one-person operation to those with two dozen+ employees looking to expand their footprint in multiple states. - I am a CPA who is located in North Carolina. - I am passionate about accounting, bookkeeping, payroll, tax, and financial analysis. - I enjoy outdoor activities and spending time with my animals when I am not working.
    Featured Skill Financial Reporting
    Financial Variance Analysis
    Budget Planning
    Microsoft Excel
    Intuit QuickBooks
    QuickBooks Online
    Account Reconciliation
    Bank Reconciliation
    Tax Accounting
    Tax Preparation
    CPA
    Financial Analysis
    Accounting
    Payroll Accounting
    Bookkeeping
  • $45 hourly

    • 5.0/5
    • (2 jobs)
    With many years of experience in data research, analysis and management, my extensive knowledge of data combined with technical and communication skills allows me to deliver clear, useful information that adds value for clients. In short: I’m a problem solver who seeks efficient and innovative solutions. I have a diverse set of data skills, but my specialty is building tools that can be used for a variety of purposes: data analysis, custom calculations, data tracking, logs, dynamic reports, data visualization, and more. To ensure the best results, I leverage the power of Microsoft applications, such as Excel and Power BI. Over the course of my career, I’ve regularly collaborated with operations teams and business owners, handling requests to help with efficiency and productivity. My promise to all clients: high-quality, detailed professional results with rapid project turnarounds. My deliverables are clean, meticulous and clearly presented. My highest priority is that my clients are completely satisfied, and that they fully understand what I provide to them. I can add value to your business and teams by: • Creating custom tools using spreadsheets and multi-sheet workbooks that utilize Excel functions, formulas and formatting • Providing custom documentation to support the business tools I develop, as well as Data Visualization Reports, Tutorials, Data Dictionaries, etc. • Using SQL to extract and analyze data, perform calculations, and develop quality checks for accuracy, logic and timeliness My Areas of Expertise: • Building Business Tools with Excel • Analyzing Database Content • Technical Writing: Custom Reports, Data Reference Guides, Content Catalogs, Tutorials, Requirements
    Featured Skill Financial Reporting
    Microsoft Power BI
    Investment Research
    Written Comprehension
    Microsoft Excel
    Database
    Data Analysis
    SQL
  • $80 hourly

    • 5.0/5
    • (17 jobs)
    Software Engineer with 20+ years of diverse experience in software development, systems administration, database administration, project management and software architecture design. Have a passion for C++/Qt/QML and Linux OS, but feel comfortable working with a lot of other frameworks and tools as well as different OSs, such as Windows, MacOS, iOS and Android. Also some of projects I was participating in were related to embedded Linux, Raspberry Pi, Arduino. I keep up with good coding standards and deliver high quality code. Technical Skills: - Programming Languages: C++, Python, Unix shell scripting, Delphi, Perl, PHP, JavaScript. - Development Tools: QtCreator, CMake, qmake, GCC, GDB, Valgrind, GIT, Subversion, Jenkins, JIRA, AppImage - UI Toolkits/Libraries: Qt, QML - Databases: MySQL, PostgreSQL, Firebird, sqlite, MSSQL. - Web Base Frameworks: Django, FatFree - OS Administration: Linux (Redhat/CentOS, Debian/Ubuntu), Windows, Virtual Machines (VMWare, VirtualBox). - Linux Services: DNS, DHCP, proxy server (squid), web server (apache, nginx), mail servers (qmail+clamav+vpopmail+SpamAssassin; postfix+vpopmail), iptables, SSH, FTP, samba, NFS, VPN (openvpn, pptp, pppoe). - VoIP: SIP, SKINNY, Cisco Finesse API Recent work: - Document generator tool "CuteReport" (C++/Qt/QML, SQL, GIT) - EMR application (C++/Qt/QML) - VoIP Softphone application (SIP, SKINNY, Finesse, C++/Qt/QML) - Smart farm automation (C++/Qt/QML)
    Featured Skill Financial Reporting
    Raspberry Pi
    Virtual Machine
    SAP Crystal Reports
    Embedded Linux
    Electronic Medical Record
    Qt Framework
    C++
  • $75 hourly

    • 4.7/5
    • (70 jobs)
    I specialize in setup, cleanup, and ongoing management of QuickBooks Online accounts, helping businesses and individuals achieve clarity and control over their finances. I also provide customized training on workflows, best practices, and how to tailor QuickBooks Online to your specific business or personal needs. With over 14 years of experience on the QuickBooks platform, I’ve worked with a diverse range of clients—from high-net-worth individuals to businesses such as custom cabinet manufacturers, personal injury law firms, coffee shops, and digital marketers. My expertise includes: • Accounts Payable (A/P), Accounts Receivable (A/R), Job Costing, Commission Calculations • Financial Statements, Customized Reports, Journal Entries, and Budgets • Payroll Setup (including W-2s, 1099s), Trust Accounts, and Tax Preparation • Cleanups and Integrations with Amazon, Gusto, PayPal, Shopify, Stripe, and Square I’m passionate about building long-term relationships with my clients, and remaining available for ongoing support and questions. I take pride in providing reliable, accurate financial management, allowing you to focus on what you do best—running your business. Let’s work together to bring peace of mind, clarity, and confidence to your financial records.
    Featured Skill Financial Reporting
    Accounting Basics
    Bookkeeping
    Accounting Software
    QuickBooks Online
    Microsoft Word
    Accounts Payable Management
    Human Resource Management
    Financial Analysis
    Microsoft Excel
    Accounting
    Financial Accounting
    Intuit QuickBooks
  • $60 hourly

    • 4.9/5
    • (29 jobs)
    An experienced accounting professional with progressive knowledge in a corporate environment utilizing accounting principles and systems. Proficient in a wide range of accounting functions, including general accounting, journal entry preparation, financial statement preparation and reporting. Minimized errors and risks; streamlined internal accounting procedures. An extremely meticulous, outstanding analytical and quantitative problem solver.
    Featured Skill Financial Reporting
    Bookkeeping
    Accounts Payable Management
    SAP ERP
    Accounts Receivable Management
    Data Entry
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Microsoft Excel
  • $200 hourly

    • 4.9/5
    • (21 jobs)
    Are you a start-up or rapidly growing business in need of financial expertise to propel your success? Look no further! I am a highly experienced CFO offering top-notch financial services tailored specifically for start-ups and rapidly growing businesses. With over ten years of experience in public accounting, I have honed my skills as an auditor in prestigious accounting firms, including two Big Four firms and one national firm. Throughout my career, I have audited a diverse range of clients, spanning from startups to multi-billion-dollar companies in various sectors such as manufacturing, governmental, higher education, pharmaceutical, biotechnology, technology, semi-conductor, healthcare, industrial products, and retail. My expertise lies in handling both public and private clients, showcasing my versatility and adaptability in the field. With a proven track record in providing strategic guidance, financial planning, and analysis, I have the skills and knowledge to help navigate the complexities of your company's financial landscape. As a result-oriented CFO, I am dedicated to partnering with you to boost your profitability, optimize cash flow, and maximize your return on investment. From creating robust financial models to developing effective budgeting and forecasting strategies, I will work closely with your team to identify growth opportunities and drive financial sustainability. I will streamline your accounting processes, ensuring accurate and timely financial reporting to support informed decision-making. Moreover, I thrive in high-pressure environments, making me the perfect fit for start-ups and rapidly growing businesses. I understand the unique challenges and opportunities you face, and I possess the agility and adaptability needed to address them head-on. My expertise includes capital raising, financial risk management, and investor relations, vital elements in scaling and expanding your business. I pride myself on my strong attention to detail and my ability to communicate complex financial concepts in an easily understandable manner. By working with me, you can expect transparent and open communication, as well as a trusted partner who shares your passion for success. So, whether you require temporary CFO services or ongoing financial support, I am here to help you grow and thrive. Let's collaborate and take your start-up or rapidly growing business to new heights. Contact me now to discuss how we can work together!
    Featured Skill Financial Reporting
    CPA
    Bookkeeping
    Financial Analysis
    Internal Auditing
    Business Plan
    Financial Accounting
    Intuit QuickBooks
    Internal Control
    GAAP
  • $90 hourly

    • 5.0/5
    • (23 jobs)
    Want a knowledgeable AND responsive accountant? Are you looking to clean up your accounting and be best positioned for growth? Ready for some piece of mind over those mounting bank statements and IRS notices? My clients are small business owners who often have to wear many hats—let me take care of all things numbers, so you can focus on what’s really important, your clients. My clients are saving 10-20 hours a month by outsourcing their accounting needs to me! I cannot help everybody, but we may be a great fit if you are thinking: ⚡︎"This Profit and Loss statements a MESS " ⚡︎"I’m late on my taxes – where do I even begin?? " ⚡︎"I don’t have time to reconcile my statements, I have customers to take care of" ⚡︎"You know to really start growing, I need to get some part time accounting help." ⚡︎"Who do I pay? Am I in good standing with the IRS?" Working with me, you will ★STOP STRESSING over the books ★Have solid financial records for future investors and lenders ★Be prepared for any external audit requirements ★SAVE TIME by having important and accurate financial information at your ready ★END the late nights getting invoices out and reading bank statements Here’s what my clients have to say about me: ✅"Excellent! Fast and efficient. Hire Ruben” ✅"Excellent work ethic, communication, and recommendations. Will hire again for continued work." About my practice, Ruben Garratt CPA: DETAIL ORIENTED above all things: above all things, I take pride in my work. I want to handle your bookkeeping and accounting needs with a great level of care. I appreciate quality work over quantity. RESPONSIVE: I want to keep the client in the loop and be attentive to their needs in a timely manner. All to many times I hear folks complaining about not being able to get a hold of their accountant. I’d love to offer services clients can rely on, while also keeping the client the loop. HERE'S WHAT I LOOK FOR IN A NEW CLIENT: Values integrity & relationships. Small businesses who value the role of accounting in long-term business growth. SOUND LIKE A FIT? NEXT STEPS: Click the green ‘Invite to Job’ button in the top right-hand corner, write me a personalized note including why you think we’re a good fit to work together in your message. Expertise: Real Estate, Commercial, QuickBooks, Month-End Close, Financial Reporting, US GAAP, Federal and State Tax, Manufacturing and Excel
    Featured Skill Financial Reporting
    CPA
    IRS Resolution
    Intuit QuickBooks
    Accounting
    Microsoft Excel
    Bank Reconciliation
    Income Statement
    Month-End Close Assistance
    Financial Accounting
    Balance Sheet
    Financial Audit
    Bookkeeping
    Cash Flow Statement
    GAAP
  • $60 hourly

    • 4.8/5
    • (12 jobs)
    Need a Controller looking to dig into the weeds and help you? I have experience as a Controller in healthcare, manufacturing and private equity. I provide services ranging from getting a business setup on QuickBooks, developing and maintaining budgets and/or forecasts, analyzing and auditing monthly financials, to working directly with your local CPA for tax preparation. I have been through multiple independent annual audits and received exemplary comments on my work. If you're looking for a high level accountant who will look at the whole picture and is willing to do the dirty work, look no further! My goal is to provide accurate financial information that will help your business reach its highest potential. Jennifer W.
    Featured Skill Financial Reporting
    Financial Modeling
    Data Entry
    Financial Analysis
    Budget Management
    Financial Audit
  • $35 hourly

    • 0.0/5
    • (4 jobs)
    I help online entrepreneurs get tax-ready financial statements without wasting hours trying to learn QuickBooks Online. Are your books a mess? Do you struggle to stay on top of your bookkeeping? Do you wish you could better understand your financial statements? Are you worried your numbers aren’t right? Has your bookkeeping fallen behind? If so, I can help you! I can help you get back time to focus on running your business, clarity around your financials, better control over cash flow, and a budget to help you make better decisions in your business I spent 10 years working in financial services and recently got my QuickBooks Online ProAdvisor certifications so I could spend more time with my family, travel, and do work that matters. Here’s how it works when you hire me: First, you’ll add me to your QBO file. Then I’ll send over a QBO checkup and custom proposal that meets your exact needs. Finally, you’ll hire me here on Upwork and I’ll get started cleaning up your books! If you're looking for help send me a message and let's get to work!
    Featured Skill Financial Reporting
    Financial Analysis
    QuickBooks Online API
    Light Bookkeeping
    Budget Management
    Budget Planning
    Financial Statements Preparation
    Financial Report
    Chart of Accounts
    Account Reconciliation
    Accounts Receivable
    Accounts Payable
    Bookkeeping
    Intuit QuickBooks
    QuickBooks Online
  • $65 hourly

    • 0.0/5
    • (0 jobs)
    Results-driven and highly accomplished business professional with exceptional experience in FP&A, Financial Analysis, and Sales Compensation. Proven ability at maneuvering through ambiguity and rapid change within organizations. Recognized for analytical results-orientated approach and bringing resolution to complex business problems. Outstanding track record as a self-disciplined, diligent, and accountable individual possessing strong organization and prioritization skills Expertise in: • Forecasting and Budgeting - sales, revenue, and expense • P&L Management • Headcount Management • Month-End Close Cycle • Change Management Process • Reporting - Performance Reporting, KPIs, Dashboards, and BI • Project Management `` • Quota Setting and Allocation - both volume and account based • Sales Incentive Compensation Strategy & Design Tools: • Advanced Excel and PowerPoint • POWER BI • SAP Business Planning & Consolidation • SAP Business Objects • Hyperion Essbase • Workday Analytics • TM1 • SQL
    Featured Skill Financial Reporting
    Sales Operations
    Microsoft Power BI
    Compensation
    Expense Reporting
    Strategic Plan
    Financial Planning
    Microsoft PowerPoint
    Microsoft Excel
  • $35 hourly

    • 4.4/5
    • (1 job)
    Experienced Accounting Manager with over 12 years experience in Accounts Receivable, Accounts Payable, Payroll, and Human Resources. I am extremely resourceful and can be counted on to jump right in and get the job done efficiently and accurately. Some of my biggest accomplishments include: - Migrating a 21 Million dollar a year company from Sage 100 to Acumatica ERP accounting software. - Managed a complete revamp of Accounting and Administrative processes and procedures, including reorganizing the team's responsibilities and cross training team members. - Implementing QuickBooks accounting software for a 1 Million dollar a year Residential Construction company.
    Featured Skill Financial Reporting
    Intuit QuickBooks
    QuickBooks Online
    Google Apps Script
    Microsoft Office
    Management Skills
    Administrative Support
    Payroll Accounting
    Accounts Receivable
    Accounting Software
    Accounts Payable
  • $75 hourly

    • 5.0/5
    • (3 jobs)
    I’m a highly accomplished, results-driven finance executive with over 20 years of experience in finance and operations management. Specializing in nonprofits, start-ups, and organizations during times of transition. My expertise in finance management, accounting, team leadership, strategic planning, and continuous improvement have supported me in demonstrating my ability to streamline business operations that drive growth and increase efficiency as I seek to advance equity-minded practice to ensure positive outcomes for all. I have developed a robust portfolio of success stories in optimizing financial performance, finance and accounting operations, and regulatory compliance. Having maintained a history of unmodified external audit opinions, accelerated financial and accounting processes through automation, and enhanced board members understanding of financial performance. The majority of my endeavors have incorporated strategic and operational planning. In previous endeavors I effectively establish strategic plans due to my ability to understand the big picture of a situation while also being able to break it down into steps that are feasibly implemented. I designed, plan, and implement multiple projects in collaboration with stakeholders, in addition to supplying support and guidance to leadership. I have been able to steward multi-million-dollar projects and funding streams that are laser focused on project outcomes while devising compliant business plans, policies, priorities, and procedures. As a transformational leader, I relate to and collaborate with diverse groups of stakeholders. I have experience working with and leading a variety of teams. Not only can I skillfully collaborate with teams, but also have knack for making sure things happen after the meeting is over. I articulate a vision that connects the purpose of the organization to the people. I aim to inspire growth, promote loyalty, and instill confidence in the team. I understand that each person is unique and play the role of mentor and coach to the people around me. As a passionate problem solver, I want to see how a solution could solve many problems. Believing strongly in continuous improvement, my mindset is that problems are just opportunities for growth. Having the innate ability to penetrate into pretty much any field due to my talent for self-learning and extracting value by solving problems encumbering experts.
    Featured Skill Financial Reporting
    Compliance
    Growth Strategy
    Grant
    Nonprofit Organization
    Human Resource Management
    Leadership Development
    Change Management
    Business Change
    Strategic Plan
    Financial Analysis
    Financial Modeling
    Financial Management
    Business Analysis
    Cash Flow Analysis
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    Nice to virtually meet you! My name is Carnitta Winston and I am a senior level accountant with 10 years experience including month-end close, reconciliations, financial statement reporting/analysis, tax preparation, billing, payroll processing, accounts payable and accounts receivable. I also possess high proficiency using accounting systems such as Voyager, Great Plains Dynamic, QuickBooks, Sage Fixed Assets, MIP Fund Accounting, Deltek and SAP Concur, Oracle, Workday, BAI and Microsoft Suite. My passionate work ethic equates to my eagerness and enthusiasm as a leader. . I posses the ability to foster a collaborative work environment that showcases my planning and effective communication skills to ensure organization success. I would love to handle your project with professionalism and a sense of urgency in the completeness of all your accounting needs. I look forward to speaking with you! Regards, Carnitta L. Winston, MBA, MSA
    Featured Skill Financial Reporting
    Marketing Audit
    Tableau
    Bookkeeping
    Microsoft Dynamics 365
    Internal Control
    SAP
    Financial Report
    Intuit QuickBooks
    General Ledger
    Bank Reconciliation
  • $25 hourly

    • 5.0/5
    • (1 job)
    PROFESSIONAL SUMMARY Forward-thinking Credit Analyst with customer correspondence and credit analysis expertise. Offering more than 20 years of resolving credit disputes and making recommendations on bad debt accounts. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
    Featured Skill Financial Reporting
    Data Entry
    Accounts Receivable Management
    Financial Analysis
    Debt Collection
    Financial Report
    Accounting Basics
    Management Skills
    Scheduling
    Filing
    Customer Service
    Time Management
    Accounts Receivable
  • $60 hourly

    • 5.0/5
    • (1 job)
    Hello and thank you for stopping by! I am Jeff and have over 10 years of experience in finance ranging from investment banking, to CFO consulting for private equity, serving as Head of Strategic Finance for a start-up that has raised over $100 million, and acting as a VP of FP&A and Strategic Initiatives. My experience includes working in a variety of industries such as SaaS, Healthcare, Information Services, Transportation, and Consumer Products. My work has revolved around assisting CFO’s and companies to drive financial and strategic decisions through utilizing data and automation for engagements which include Sell-Side Readiness, AR Process Improvement, Root Cause Analyses, Budgeting and Forecasting, KPI and Reporting Enhancements, Reporting Automation, Forecasting Process Improvement, and FP&A Support. This involves driving the development of the finance function, reporting processes and cadences, risk mitigation, visibility enhancement, and analytic/KPI development through building flexible and granular financial models utilizing excel, VBA, Power BI, and other tools to perform various financial analyses, deep-dives, sensitivity analyses, and valuation analyses.
    Featured Skill Financial Reporting
    Financial Modeling
    Excel Macros
    KPI Metric Development
    Microsoft Power BI
    Finance & Accounting
    Microsoft Excel
    Strategy
    Financial Analysis & Valuation
    Finance
    Data Model
    Scenario Planning
  • $35 hourly

    • 5.0/5
    • (2 jobs)
    As a driven and insightful finance professional with a Business and Finance degree, I specialize in leveraging financial analysis and strategic planning to drive business growth and optimize investment outcomes. My experience across prestigious institutions like Touchstone Investments, Morgan Stanley, First Citizens Bank, and The Oliver Private Wealth Management Group of Wells Fargo Advisors has equipped me with a deep understanding of market dynamics, wealth management, and operational efficiency. My ability to distill complex financial data into actionable insights has been a cornerstone of my career, enabling clients to navigate the complexities of investment decisions with confidence. I am committed to precision, analytical rigor, and clarity in communication, ensuring that each client is empowered to achieve their financial and strategic objectives. Collaborating with me offers: 1. Comprehensive financial statement analysis and investment evaluation. 2. Proven expertise in identifying and capitalizing on market trends. 3. Tailored wealth management strategies that align with personal and business goals. 4. A dedicated partnership focused on maximizing your financial potential. I am eager to contribute to your success by applying my analytical skills, strategic foresight, and financial expertise to overcome challenges and seize opportunities. Let’s collaborate to transform your financial vision into tangible results.
    Featured Skill Financial Reporting
    Company Valuation
    Financial Analysis & Valuation
    Accounting
    Cash Flow Statement
    Financial Report
    Analytical Presentation
    Accounting Basics
    Asset Management
    Sales
    Finance
    Investment Research
    Financial Analysis
    Business
    Financial Statement
  • $48 hourly

    • 0.0/5
    • (1 job)
    I'm a professional with a passion for finance and accounting and a desire to add value in companies of all sizes. •Leading financial planning process for forecasts and budget: Collaborating with colleagues to establish projects aligned with business goals and to maintain within their budget. •Managing accounting processes such as month-end close, treasury, payroll, internal/external auditors, financial reporting, and other tasks. •Implementing and automating efficient systems: Improve reporting for accounting, financial, banking, expense reports, and payroll systems to reduce labor costs and enhance close process. Specialties: •Budget and Forecasting •Financial Planning & Analysis •General Accounting •Financial Reporting •ERP (NetSuite, Workday Adaptive, Hyperion, GreatPlains) Interest & Hobbies: •Fur mom to two yorkies. I love throwing the ball to play fetch, giving treats, and hugging or chasing after them! •I enjoy exercising such as strength training, running, and walking. •Cooking, baking, and eating in the kitchen with family, friends, or neighbors makes me happy to ease stress and improves my mood. Please feel free to reach out if my experience and knowledge can make an impact to your business.
    Featured Skill Financial Reporting
    Microsoft PowerPoint
    Financial Audit
    Process Improvement
    Financial Statement
    Finance & Accounting
    Presentation Slide
    Oracle NetSuite
    Financial Variance Analysis
    Budget Planning
    Financial Analysis
    Microsoft Excel
    Financial Planning
    Forecasting
    Workday Adaptive Planning
  • $40 hourly

    • 0.0/5
    • (1 job)
    Experienced and highly motivated finance professional with experience in health care, cosmetic, fragrance, hair care, manufacturing, big box retail and insurance. I thrive by having future focused mindset while being proactive and innovative. I believe the analysis of digital information and human connection has an important role in the future solutions of our world. Recognizes the power of collaboration in order to solve the critical challenges of tomorrow. Adaptive to situations and attentive to details, overall leading to optimized processes, solutions, and revenue. Specialties: Software Integration, Data Analysis, Client/ Vendor Relations, Negotiation, Project Management, Finance Transformation, Strategic Planning, Forecasting, Cost Reduction, Accounting Functions, Process Improvement, Market Analysis
    Featured Skill Financial Reporting
    Internal Auditing
    Budget
    Forecasting
    Finance
    Management Accounting
    Accounting Basics
    Accounts Receivable
    Account Reconciliation
    Accounts Payable
    Accounting
  • $30 hourly

    • 5.0/5
    • (2 jobs)
    I am an experienced financial analyst with skills in financial forecasting & modeling, accounting, market research, sustainability consulting and creating presentations. I have been tutoring students since 2020 across an array of finance and accounting concepts. I currently work as an investment banking analyst at Jefferies LLC and hold a B. Sc. in Finance and Accounting and a minor in Sustainable Economic Development from The Ohio State University. Reach out to me and let's see how I can support your business or studies!
    Featured Skill Financial Reporting
    Cash Flow Modeling
    Budgeting & Forecasting Software
    Business Modeling
    Legal Documentation
    Microsoft Excel
    PowerPoint Presentation
    Analytical Presentation
    Financial Planning
    Bookkeeping
    Accounting
    Financial Projection
    Financial Modeling
    Financial Analysis & Valuation
    Financial Analysis
  • $230 hourly

    • 0.0/5
    • (1 job)
    My clients lean on my experience and expertise to make informed, confident decisions. We develop tools to organize financial data and key metrics, maximizing the efficiency and quality of strategic analysis. I spent five years in the equity research industry before launching my fractional CFO practice in 2014. As a result, I bring high-level modeling, valuation, financial analysis, forecasting, and investor pitching skills to the table. I have also supported successful M&A exits and my clients have raised more than $200 million during our work together.
    Featured Skill Financial Reporting
    Financial Modeling
    Pro Forma Statement
    GAAP
    Accounting
    Fundraising Presentation
    Financial Planning
    Pitch Deck
    KPI Metric Development
    Cash Flow Modeling
    Startup Consulting
    Fundraising
    Equity Research & Analysis
    Valuation
  • $55 hourly

    • 0.0/5
    • (0 jobs)
    Are your financial records messy and overwhelming? Do you feel like managing your books is pulling you away from the work that really matters? If you’re using QuickBooks Online—or ready to switch—it’s time to simplify your finances and create a system that works for your business. Managing your bookkeeping doesn’t have to feel like a constant struggle. Clear, organized financial records make it easier to run your business, plan for the future, and save time. Whether your books are behind, disorganized, or just too much to handle on your own, there’s a solution that brings clarity and peace of mind. What challenges are you facing? • Are your books messy or overdue, making it hard to know where your business stands? • Do you struggle to keep track of income, expenses, or other important numbers? • Are you spending more time on bookkeeping than on growing your business? • Do you worry about being unprepared for tax season or CPA collaboration? If any of these sound familiar, you’re not alone. Many business owners feel the same way—until they have a bookkeeping system that keeps everything organized and running smoothly. I work with service-based businesses that value professionalism and organization, including creative agencies, professional services, and other client-focused industries. If your business is built on serving others, your finances should reflect the same level of care and precision. Here’s how this will help your business: • Messy financial records will be cleaned up and turned into a well-organized system. • Ongoing bookkeeping will keep your finances accurate, up-to-date, and easy to manage. • Financial reports will provide clear, actionable insights to help you make smarter decisions. • A reliable bookkeeping process will free up your time so you can focus on your clients and growth. • You’ll stay prepared for tax season with organized records that make CPA collaboration simple. How does the process work? 1️⃣ Initial Consultation – We’ll start with a conversation about your business goals and bookkeeping needs. This is where I’ll learn about your challenges and how I can help. 2️⃣ QuickBooks Review or Setup – If you already use QuickBooks Online, I’ll review your financials and identify areas for improvement. If you’re new to QuickBooks, I’ll help you get started with the right setup for your business. 3️⃣ Customized Plan – Every business is unique, so I’ll create a plan that fits your specific needs. Whether you’re catching up on overdue books or maintaining an ongoing system, your plan will be tailored to you. 4️⃣ Ongoing Support – I’ll manage your books, keep everything organized, and provide regular updates so you always know where your finances stand. When your books are organized, everything feels easier. You’ll have more time, less stress, and the confidence that your finances are in good hands. Whether you’re catching up, maintaining order, or preparing for the future, a streamlined bookkeeping process will make a big difference for your business. Let’s work together to create clarity and simplicity in your financial management. Message me today to get started on a bookkeeping system that supports your success!
    Featured Skill Financial Reporting
    Accounting Basics
    Accounting Software
    Account Reconciliation
    Intuit QuickBooks
    Bank Reconciliation
    Income Statement
    Balance Sheet
    Accounts Receivable
    Accounts Payable
    Gusto
    QuickBooks Online
    Bookkeeping
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