Hire the best Financial Reporting Specialists in Houston, TX

Check out Financial Reporting Specialists in Houston, TX with the skills you need for your next job.
  • $100 hourly
    ❖ Katy Doan - an experienced CFO/Regional Controller/Accounting & Finance Director in Texas-USA (US Citizen): I am happy to offer a good service with good deal QUALIFICATION SUMMARY ▪ An expert (Accounting & Finance) with: a Doctor of Leadership, Executive MBA (Rice University for more than 18 years of working experience) (in progress), Bachelor, Master of Accounting & Finance from University of St. Thomas - Houston, Texas; an MBA from Columbia Southern University; an CBP (Certified Bitcoin Professional), CPA (2 levels), CFA, and more than 20 years of experience (finance, investment, auditing, marketing, business, HR, payroll) in both public accounting & corporate accounting environment ▪ Knowledgeable in GAAP, IFRS, GAAS, IRS Code, SEC Regulations... ▪ Professional hands-on experiences in general accounting, cost accounting, auditing, tax, internal control, cash flow forecasting, financial planning & reporting, inventory control, process development… ▪ Quickbooks ProAdvisor Certificate, Odoo Certificate Experience with: SAP, Sage, D365, Quickbooks, Xero, Odoo, ERP Oracle, Zoho, NetSuite, Turbo Tax, Microsoft Office, Smartsheet, Bill.com, Expensify, Tsheet, ADP, Gusto... ▪ Fluent spoken & written English, Vietnamese; average French Some Freelance Projects: 1/ Jan 15-present: investment consultant for bitcoin (BTC), ETH, cryptocurrency… reconciliation, data cleanup, analysis, realized/unrealized gain/loss, P&L, Balance sheet, -IT Company, Marketing Company, Investors, Contractors 2/ Jan 14-present: Global CFO/COO/CPA Advisory/Controller/Tax Filing (All states)/Financial Model/ Break even analysis/ Budget/ Forecast/ Cash Flow/ Business Consultant & Analyst/Business planner: Car wash, EV Charging, Start-up, Oil & Gas, E-commerce, IT Company, Non-profit Organization, Dallas Church, Labs, Construction, Hotels & Restaurants, Real Estate, Medical clinics/hospitals 3/ Jan 15-Present: Financial Management/CFO: Start-up Fundraising: Preliminary research of potential investors, Pitch deck review, Due Diligence, Funding documents (SAFE & Convertible Notes, PPM, Business plan) 4/ Jan 15: Monthly bookkeeping, payroll, finance, business consultant...Company, QB set up, migration & Quarterly Filings/Tax advisory/Stock Advisory for: Transport Co., E-commerce, Manufacturing Co. 5/ Dec 20: Frozen Food Industry: Initial Cleanup & Audit support & Monthly support & Strategy: from Quickbooks Desktop to Odoo as a Controller/CPA Advisor - Historical cleanup of books from January 2020 to present and restructure of Odoo platform to provide accurate/timely insights - Invoices, AP, AR, Chart of Accounts, Inventory... - Financial Statements: P&L, Income Statement, Balance Sheet, Cash Flow. - collaborate with the existing accounting team and function - restructure into divisional management and reporting; advise on EoM close process (inventory reports, profitability per division, KPI tracking, basic financial statements, etc. - minimize tax liabilities throughout the year - leverage all Odoo automation and plug-in feature - manage all B&D revenue, expenses, AR/AP, payroll, inventory, and monthly reporting - establishing an accurate chart of accounts; properly categorize and reconcile books each month - advise and proactively plan for volume growth and implementing tech to scale smoothly (process improvement) - collaborate and work with the team to provide reliable monthly communication and advisory on the finance and accounting functions (monthly "numbers" and strategy meetings) Others: 1/ Jan 18-Present: Controller/CPA Advisor: Healthcare Non-profit Industry - Preparing and publishing timely monthly financial statements. Managing all accounting operations including Billing, A/R, A/P, GL and Counsel, Cost Accounting, Inventory Accounting and Revenue Recognition. Supporting month-end and year-end close process. Planning, directing and coordinating all accounting operational functions - Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results. Maximizing return on financial assets by establishing financial policies, procedures, controls, and reporting systems. Maximizing return and limiting risk on cash by minimizing bank balances and making investments 2/ Jan 16-Present: Senior Advisor: Odoo software migration/monthly bookkeeping/financial services… for companies in these industry: -Jewelry, Frozen food, import-export… - Test and develop Odoo accounting software in terms of HR/payroll/accounting; Help maximize accounting features of Odoo software by making forward-thinking recommendations; comparison & analysis reports among other popular software - Support top management by providing accounting insight and technical knowledge in meetings; Mentor & provide junior staff with HR/payroll/accounting knowledge and experience to maintain high levels of accuracy and performance 3/ Jul 14-Present: Senior Bookkeeper, Accountant, Auditor
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    Project Management
    Enterprise Resource Planning
    Venture Capital Consulting
    Odoo
    Microsoft Excel PowerPivot
    Project Finance
    International Financial Reporting Standards
    Oracle Reports
    Intuit QuickBooks
    Month-End Close Assistance
    GAAP
  • $41 hourly
    I am a CPA that loves to help small businesses reach their full potential. I will help you save time and headaches by handling all of your accounting tasks so you can concentrate on running your business. - I am an expert in Quickbooks. - I have experience processing payroll. - I have experience in planning and preparing tax returns for small businesses. Ask me about my Financial Dashboards!
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    Accounting Advisory
    Data Analysis
    Certified Tax Preparer
    Tax Planning & Advisory
    Bookkeeping
    CPA
    QuickBooks Online
    Accounting Basics
    Intuit QuickBooks
    Bank Reconciliation
    Tax Preparation
    Accounting
  • $80 hourly
    Qualified Chartered Accountant & MBA holder with 24 years of Financial Controllership. Experience in Oil & Gas, F&B, Retail, Bunkering, IT Technology & Fintech Industries. Knowledge in Ms Dynamic Navision NetSuite, Xero, Quickbooks & SAP accounting software. Strong in IFRS & US GAAP Highly competent in maintaining a complete set of accounts up to management reporting and analysis. Hands-on experience in a start-up environment to build financial functions and processes from scratch. Fluent in speaking, reading, and writing in English, Mandarin, and Malay. Supporting major clients with various consulting projects in NetSuite, data migration and balance reconciliations
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    Strategic Planning
    Xero
    Accounts Payable Management
    Bookkeeping
    CPA
    Microsoft Excel
    SAP
    Account Reconciliation
    Oracle NetSuite
    Bank Reconciliation
    GAAP
    Accounts Receivable
    Financial Accounting
  • $125 hourly
    Summary: Results driven Accounting and Finance Executive with more than 15 years of progressive experience within both large and small organizations. Strong qualifications in financial systems and implementations. Expertise includes manufacturing & supply chain, reporting, analysis, insight, contract negotiation, procurement, project management, and building high performing finance teams. Proven experience leading critical decision makers on every continent. Executive ability improving business performance and communicating across all levels of the organization.
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    Internal Auditing
    Accounting Basics
    Tech & IT
    Financial Statement
    Microsoft Power BI
    Management Accounting
    Accounts Payable Management
    Accounting
    Financial Report
    Microsoft Excel
    Balance Sheet
    Accounts Payable
  • $125 hourly
    Experienced private equity, management consulting and accounting professional with strong financial analysis, modelling & forecasting capabilities. Deep industry agnostic expertise in buy-side / sell-side transactions (ranging from founder-owned / early-stage to mid-market businesses). - Several tools / templates designed for quick 'plug-and-play' rollout of automating various financial reporting & forecasting processes within an organization (including visualizations and KPI management packages). - Open to ad-hoc creative projects stemming from skillsets described above.
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    Investment Banking
    Private Equity
    Cash Flow Modeling
    Task Automation
    KPI Metric Development
    Forecasting
    Financial Modeling
    Scenario Planning
    Management Accounting
    Business Strategy
    Corporate Strategy
    Finance & Accounting
  • $65 hourly
    Highly motivated finance professional who thrives in high-pressure environments. Excellent financial reporting, budget forecasting, management and team-building skills. Strategic and analytical finance professional with 10+ years of success in financial reporting, analysis and project management. Authorized to work in the US for any employer
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    Month-End Close Assistance
    Budget Management
    Budget Planning
    Financial Model
    Microsoft Excel
    Workday Adaptive Planning
    Workday
    Microsoft Power BI
    Financial Analysis
    Tax Preparation
    Excel Formula
  • $55 hourly
    Over thirty years of accounting experience with leading companies around the country. I am proficient with A/P, A/R, capital repair reconciliation, collections, credit inquiry, deposit & bank account reconciliations, fixed asset tracking, inventory control, payroll, profit & loss reports, month & year end closes, journal entries, financial statements and other various accounting functions. I have an eye for process simplification and error identification. Special Accomplishments • Run and maintain separate / multi company books. Recently, 5 companies and 54 branches. • Designed and implemented accounting procedure to help facilitate the company’s rapid growth from 14m to 80m per year. • Reduced the over 90 days A/R from 17.7% to 0.6% in six months. • Handled the preparation and execution of state compliance, 401k, general & worker comp audits. • Performed forensic accounting to capture and bill a year worth of lost revenue and over-payments. • Performed due diligence reporting and review for potential acquisitions.
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    Training & Development
    Management Accounting
    Accounting Basics
    Microsoft Office
    Financial Audit
    Bank Reconciliation
    Accounts Receivable
    Accounts Payable
    Payroll Accounting
    Microsoft Excel
    Accounting
    Bookkeeping
    Intuit QuickBooks
    Account Reconciliation
  • $125 hourly
    I am an active CPA registered in Texas. I have over 10 years of accounting experience and specialize in financial statement preparation, general ledger accounting, reconciliations, individual/business tax return preparation, and other financial statement analysis. I can assist clients with preparing journal entries, maintaining general ledgers, preparing workpapers for auditors, and preparing/filing your individual and corporate tax returns. I am reliable, trustworthy, professional, and very detail oriented. I look forward to working with you.
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    US Taxation
    Accounting
    GAAP
    Financial Statements Preparation
    Financial Statement
    Financial Accounting
    Financial Modeling
    Financial Model
    CPA
    Financial Analysis
    Tax Return
    Tax Preparation
    Financial Audit
    Microsoft Excel
  • $85 hourly
    Over 20 years experience in Audit and Accounting ranging from Large Public companies to small self employed individuals. I find joy in Project based opportunities wanting to research and resolve any issues you may be facing.
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    Accounting Principles & Practices
    Financial Analysis
    Accounting Software
    Bookkeeping
    Financial Accounting
    Financial Audit
  • $35 hourly
    𝗔𝗯𝗼𝘂𝘁 𝗠𝗲: Data-driven decision-making is the cornerstone of my strategy. With a decade of diverse experience spanning startups and SMEs in various industries including but not limited to education, fintech, government, FMCG, and technology sector, I specialize in steering businesses towards technological innovation, growth, and operational excellence. As a Certified Chartered Accountant turned tech enthusiast, I bring a unique blend of financial acumen and technological insights to the table. I go beyond guesswork, leveraging analytics to enhance your product's performance. I conduct proper business advisory with my clients to create business process flow, robust product roadmap, and strategy. 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗼𝗳 𝗠𝘆 𝗖𝗮𝗿𝗲𝗲𝗿: 1. Co-founded 4 tech companies specializing in end-to-end management of business processes—HR, Finance, and Operations—integrating tech, driving sales and business growth. 2. Helped clients launch 15+ tech products through my company Emerald Labs. 3. Varied industry experience for a holistic problem-solving approach. 4. Mentored over 100+ startups in their business modeling, management, and growth. 5. Led entrepreneurial initiatives on behalf of the US State Department 6. Spearheaded various SaaS, B2B, B2C, and B2B2C products from ideation to launch and growth 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 📈 Product Vision, Roadmap, Product Requirements Documents, and Strategy with Actionable Items for Success 🎨 Wireframing and Prototyping 💡 Minimum Viable Product (MVP) for your Initial Product Version 𝗜 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲 𝗜𝗻: 🚀Crafting and implementing tailored business strategies to drive startup success. 🛠️Guiding startups in the effective development and launch of innovative products. 🌐Leading startups through digital transformation initiatives to enhance operational efficiency and competitiveness. 📈Implementing robust performance management systems for startups to optimize organizational effectiveness. 📌Developing and executing comprehensive product strategies aligned with business objectives. 🏭 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗦𝗲𝗿𝘃𝗲𝗱: 🏥 Healthcare 🎓 EdTech 💵 FinTech 🏡 Real Estate 🤖 AI/ChatGPT 🌐 Social Media 🔄 B2B / B2C Marketplaces 🤝 Social Services 🛠 𝗧𝗼𝗼𝗹𝘀 𝗜 𝗨𝘀𝗲: 👉Product and Project Management: ClickUp, GitHub, Trello 👉Wireframing: Figma, LucidChart 👉Documentation: ClickUp, Google Drive 𝗪𝗼𝗿𝗸 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵: I collaborate with you to define your vision and engage my highly skilled team to navigate complexity, uncover opportunities, and achieve exceptional results Let's unleash the power of strategic thinking and innovation together!
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    Sales
    Internal Auditing
    Web Design
    Financial Report
    Technical Project Management
    Graphic Design
    Business Management
    Automation
    Web Development
    Mobile App Development
    Digital Transformation
    Software Development
    Program Management
    Recruiting
    Management Consulting
    Project Management
  • $25 hourly
    I am an Excel and finance expert with several years of experience in data analysis, financial modeling, and reporting solutions. I have a deep understanding of various Excel functions, including XLOOKUP, INDEX/MATCH, PivotTables, and Macros, and have applied these skills to perform complex data analysis and create customized reporting solutions for clients in the finance industry. My expertise in finance includes financial modeling, forecasting, budgeting, and variance analysis. I have worked in various industries, including banking, energy, and oil & gas and have a solid understanding of financial statements and valuation methods. In addition to my technical skills, I have excellent communication and project management skills, which allow me to work effectively with clients and stakeholders at all levels. I am committed to delivering high-quality work on time and within budget, and take pride in my ability to deliver innovative solutions that meet the unique needs of each client. If you are looking for a skilled Excel and finance expert who can help you analyze your data, build customized reports, and provide financial modeling and forecasting solutions, I am the right person for the job. Please feel free to contact me to discuss your project in more detail.
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    Microsoft Power BI
    Treasury Management
    Forecasting
    Microsoft Excel
  • $30 hourly
    Highly organized and positive detail-focused Financial Consultant who provides Full-Charge Accounting and Bookkeeping services with a track record of accurately and efficiently supporting overall accounting activities for small businesses.
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    Restaurant
    Vendor Management
    Inventory Management
    Voice Acting
    General Ledger
    Bank Reconciliation
    Microsoft Access
    Project Management
    Data Entry
    Accounts Payable
    Account Reconciliation
    Accounting
    Bookkeeping
    Intuit QuickBooks
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