Hire the best Financial Reporting Specialists in Chicago, IL

Check out Financial Reporting Specialists in Chicago, IL with the skills you need for your next job.
  • $40 hourly
    Much of my recent experience has been in accounting and financial management. I worked since 2014 with QuickBooks online and would welcome any opportunity to modernize your company’s accounting and the budget. I am a highly organized individual and a very practical thinker who can work in a highly methodical manner or ideate to find nontraditional solutions and I can match those skill sets appropriately to the task at hand. I have a somewhat untraditional background, having been educated both in Europe and the United States, however, I believe that this upbringing allows for value-added advantages in the workplace. I speak five languages and am presently refreshing my Italian. In addition, having worked and flourished in multiple cultures has taught me how to build strong relationships with diverse personalities both within and outside of an organization.
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    Organizational Structure
    Financial Management
    QuickBooks Online
    Financial Report
    Chart of Accounts
    GAAP
  • $70 hourly
    Finance and technology professional working within the alternative asset servicing sector. I possess deep expertise in financial reporting and dashboarding, database design and development, and task automation. My primary focus is collaborating cross-functionally to provide external stakeholders the necessary KPIs to easily and quickly assess their business' performance. As a client, I can assist you in helping you determine your business goals and the means necessary of achieving them, and on a timeline that suits your schedule. Specific Skills: - Power BI Report & Dashboard development - DAX - SQL - VBA - Python - Financial Reporting - Statistics - Data Warehousing & ETL - Data Modeling - Spreadsheet Software
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    Tableau
    Microsoft Power BI
    Data Analysis Expressions
    Microsoft Excel PowerPivot
    Microsoft Power BI Data Visualization
    Spreadsheet Software
    Microsoft Power BI Development
    Transact-SQL
    Microsoft Excel
    Microsoft SQL Server
    SQL
    Database Design
    Database Development
    Python
  • $65 hourly
    I have 7+ years of professional experience and I have developed complex MS Excel spreadsheets for various projects throughout my career. Use cases include: Financial statement modeling; business valuation (DCF etc.); Budget management and forecasting; Project management; Operations improvement; Data analysis & reporting. Sample of projects include: * Tracked budget and project reporting for a 12 work stream, 300 personnel technology platform development; automated Excel reporting to save 80% time in reporting * Developed financial budget and forecast for a startup focusing on its pro forma income statement and scenario analysis * Developed valuation using DCF and EBITDA method for a small business * Optimized project implementation by designing data collection, analysis and dashboard tools and synthesizing insights for C-suite reporting * Designed data management system for a nonprofit that covered 40+ variables, integrated formulae for consolidation, and prepared charts for reporting My approach: I assess client needs, set project expectations, and ensure I deliver the results you are looking for. I can provide mock up tables/charts if needed before signing on. Thanks for visiting my profile. Let's get in touch regarding your Excel / data needs, drop me a message to connect. Warm regards, Sahil Patni
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    Data Analysis
    Dashboard
    Data Entry
  • $100 hourly
    Matt is an experienced consultant with experience across several different industries and case types. Matt has worked directly with senior stakeholders and management teams to audit financial performance, perform company and industry diligence, create financial/cash flow/valuation models, and create management presentations. Matt has also done work for private equity and corporate clients doing corporate development/M&A work. Matt has helped clients evaluate potential acquisition opportunities, prepare investment review packages for the management team, and perform due diligence (including managing third parties), valuation analysis, and proposal development for potential acquisitions. While still new to UpWork, Matt has worked on a handful of side projects helping clients with all their financial modeling and analysis needs. His clients receive detailed work that includes all of the information necessary for them to start, grow, or improve the financial and operational aspects of their business. Clients will receive excel models, presentation decks, and memorandums completed with the upmost excellence and representative of best industry practices used today.
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    Financial Analysis
    Data Entry
    Cash Flow Modeling
    Financial Modeling
    Microsoft Excel
    Valuation
    Financial Statement
    Data Analysis
  • $39 hourly
    Quickbooks ProAdvisor, H.B.Comm Accounting, CPA, CMA & EA candidate working exclusively with small-to-medium entrepreneurs now for 12 years. Ultimately, my goal is to help you accumulate more wealth from your business. A positive ROI, for *you*, will be top of mind with each action taken when we start working together. Having recently gone through the experience of a significant client of mine being acquired, I'm more convinced than ever in the importance of your business having accurate, organized, *robust*, and readily-available financial data. This extends even beyond the accounting system. Currently offering a few different levels of service, depending on your business' needs/wants. Some of these services, beyond the baseline, include: + full accrual accounting + secondary reporting (classes/locations, for costing and/or divisional reporting purposes) + accounts payable (bill pay), accounts receivable (collections) + tax planning + treasury (cash management/planning) Please don't hesitate to inquire; always happy to meet and talk to new people. Thank you for your consideration!
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    CPA
    Bookkeeping
    Intuit QuickBooks
    Financial Accounting
  • $200 hourly
    Experience with helping clients dial down their P&L, balance sheet and cash flow statements to get a better sense of the financial performance and health of their business. I also am a data analytics professional that can help data mining projects with large sets of data. Please see some of my accomplishments and technical expertise below: • Created leasing algorithm to rank, based on the lease lifecycle, the profitability of a lease based on the MSRP that was paid for the device vs. the total revenue collected of that lease • Applied linear regressions to predict lease events of the portfolio and the impact of these events in both lease count and dollars per lease • Created forecasting model of secondary pricing, by grade, to determine future projections of potential sales of • Assisted with the creation of a device recon tracker, a report that shows the inventory flow all of MLS’ 5.7 million devices monthly relative to their customer lease term to assist accounting and operations to analyze entire portfolio of iPhone 6, 6 Plus, 6S and 6S Pluses month-to-month • Automated scripts in R to create a Knitr package that produced an HTML file that shows monthly analytics of lease activity across 5.7 million leases. This includes total exposure to portfolio of customer purchases vs secondary market sales, fraudulent leases and the dollar exposure from those leases, activity of closing leases based on customer activity, and month-by-month variance of the activity of the portfolio • Performed analytical models in RStudio, including Poisson Distributions for normalizing data sets, performing regression models to understand the relationships between contract terms and upgrade eligibility, and performing models for forecasting times series events of the number of customer leases that will close throughout the term of the contract • Accommodated in re-formatting detailed financial models for acquisition candidates using Excel • Worked directly under the CEO and other C-Level executives to provide sufficient financial data on a monthly basis to monitor portfolio performance • Created and presented a performance package to Wells Fargo on a $140 million dollar property package that StorageMart received debt-financing for • Modeled $550 million in potential acquisitions • Structured due diligence digital data base on $162.5 million acquisition of 38 properties in Kansas, Illinois & Iowa • Implemented due diligence digital data base within a file space environment on $1.2 billion in refinancing for total portfolio Experience with: Excel Word PowerPoint SQL R Python Financial Modeling 3 statement analysis Payroll Sales and Payroll tax Business Management Consulting
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    Machine Learning
    Neural Network
    Financial Modeling
    Apache Airflow
    PyTorch
    Amazon S3
    Amazon Web Services
    MLflow
    Amazon EC2
    AWS Lambda
    Python
    SQL
    Financial Analysis
  • $60 hourly
    Corporate America by day, Pinterest specialist by creative virtue. Let's connect! Very detail oriented, thorough and professional. Reach out to me to learn how I can help your business succeed utilizing Pinterest!
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    Social Media Management
    Social Media Audit
    Pinterest Ads Manager
    Pinterest
    Virtual Assistance
    Proofreading
    Data Entry
    Microsoft Office
    Accounting Basics
    Business Management
    Microsoft Outlook
    GAAP
    Accounting
  • $150 hourly
    Sage Intacct consultant with over 19 years experience. Expert in GL, AR, AP, CM, T&E, PUR, O/E, financial reporting, custom reporting, dashboards, workflows, 3rd party integrations, training on best practices, creating custom process documents, and relating to all types of users. I love making connections with my clients and growing our long-term relationship. I offer a free requirements call to make sure work is focused and a home run from your perspective. I look forward to working with you. I prefer in person work but available for remote work too.
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    Change Management
    Financial Statements Preparation
    Process Improvement
    ERP Software
    SAP ERP
    System Administration
    Sage Intacct
    Financial Accounting
    GAAP
  • $50 hourly
    I’m a seasoned accounting professional who has experiences in accounting, tax and financial services. I bring close to 10 years of industry experience with a wide range of different skills and knowledge that is at your disposal. I have worked at top accounting firms and financial services firms and bring extensive experience to help you with all your business needs. Looking forward to help!
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    Nonprofit Organization
    Bookkeeping
    Finance & Accounting
    Tax Planning & Advisory
    Tax Strategy
    Tax Preparation Software
    Tax Preparation
    Tax Accounting
    Tax Theory
    Accounting
    Financial Accounting
  • $50 hourly
    With over 13 years of experience in Private Equity and Investment Banking leading M&A deals, I bring deep expertise in due diligence and execution. My financial modeling and valuation skills provide data-driven insights to inform high-stakes investment decisions. M&A / Private Equity / Investment Banking Skills - I have a track record of executing at every stage of the M&A lifecycle, including: * Sourcing * Executive Summaries * Investor Presentations * Financial Modeling * Scenario Analysis * Valuation * Deal Structuring * Due Diligence * LOI / M&A Negotiation * Documentation * Employment Agreements * Incentive Plans CFO Skills - Additionally, I have provided CFO services for numerous portfolio companies and small businesses: * Financial Budgets * Financial Analysis * Accounting and Reporting * Board Presentations * Cost Savings Analysis * Cash Flow Management * Client / Product Profitability Analysis * Go-To-Market Strategy * Fundraising Support * Refinancing * Covenant Analysis * Lender Reporting I am eager to begin building a strong reputation on this platform by consistently delivering results and I look forward to hearing from you so that we can discuss working together in the future.
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    Corporate Strategy
    Forecasting
    Microsoft Excel
    Due Diligence
    Corporate Finance
    Finance & Accounting
    Investment Banking
    Financial Analysis
    Mergers & Acquisitions
    Valuation
    Private Equity
    Financial Modeling
  • $50 hourly
    Experienced finance professional with a background in Excel-based reporting solutions. I am also an experienced audio/music specialist with 8+ years experience in Ableton Live and Logic Pro. I offer Excel-based reporting solutions as well as audio mixing services.
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    Audio & Music Software
    Music Production
    Finance & Accounting
    Google Sheets
    Logic Pro
    Ableton Live
    Excel Macros
    Microsoft Excel
  • $100 hourly
    Results-driven business builder with over 15 years of experience in Fortune 200 companies, working with senior leadership, managing large-scale budgets, driving financial strategy, and leading cross-functional teams. Proven track record in building businesses, forecasting, managing risk and opportunities, improving margins, and leading large-scale initiatives. Adept at building strong performing teams and prioritizing development of future leaders.
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    Brand Strategy
    Strategic Planning
    Innovation Strategy
    Leadership Coaching
    Risk Management
    Dentistry
    Operational Planning
    Forecasting
    Marketing
    Management Skills
    Business
    Financial Analysis
    Finance
    Business Management
  • $50 hourly
    Rex is an expert in financial modeling and analysis, with over 10 years of management consulting experience in finance, supply chain & operations projects with Fortune 500 clients. He is proficient in translating business strategy into action by modeling financial and operational plans around key performance drivers. Rex is skilled in guiding clients enhance their business performance, including startup and growing companies looking to secure their market as they near the next stage. Rex is adept in enhancing value to both internal and external customers by increasing current efficiency and effectiveness levels through: • Process simplification • Budgeting, planning and forecasting • Finance and operating model transformation • Designing cost management systems and financial controls • Enhancing performance management and reporting frameworks • Identifying growth opportunities and developing strategic plans • Navigating regulatory compliance
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    Content Writing
    Financial Projection
    Pro Forma Statement
    Process Flow Diagram
    Data Analysis
    Process Improvement
    Financial Management
    Business Process Modeling
    Microsoft Office
    Business Consulting
    Management Consulting
    Business Plan
    Financial Analysis
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