Hire the best Financial Reporting Specialists in San Francisco, CA
Check out Financial Reporting Specialists in San Francisco, CA with the skills you need for your next job.
- $300 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, BerkeleyFinancial Reporting
Financial PresentationFinancial ProjectionFinancial PlanningFinancial ConsultingFinancial SoftwareFinancial ReportFinancial PlanFinancial Analysis & ValuationFinancial ModelingFinancial ModelFinancial AccountingFinancial AnalysisFinance & AccountingFinance - $100 hourly
- 5.0/5
- (9 jobs)
With over 10+ years of experience as a CPA and the proud founder of Compass CPA, PC, I bring a wealth of experience in shaping financial success stories. 🚀 𝙎𝙥𝙚𝙘𝙞𝙖𝙡𝙞𝙯𝙞𝙣𝙜 𝙞𝙣: 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙮 𝘿𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩 Crafting robust financial strategies tailored to propel your business forward. 💹𝘽𝙪𝙙𝙜𝙚𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙤𝙧𝙚𝙘𝙖𝙨𝙩𝙞𝙣𝙜 Precision in financial planning to guide your business toward sustainable growth. 💹𝘾𝙖𝙨𝙝 𝙁𝙡𝙤𝙬 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 Streamlining cash flows to optimize liquidity and ensure financial stability. 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙍𝙚𝙥𝙤𝙧𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 Providing insights through meticulous analysis for informed decision-making. 💹𝙍𝙞𝙨𝙠 𝙀𝙫𝙖𝙡𝙪𝙖𝙩𝙞𝙤𝙣 𝙖𝙣𝙙 𝘾𝙪𝙨𝙩𝙤𝙢𝙞𝙯𝙚𝙙 𝙎𝙤𝙡𝙪𝙩𝙞𝙤𝙣𝙨 Expertise in evaluating financial risk and delivering tailored solutions for mitigation. 💹𝙇𝙚𝙖𝙙𝙚𝙧𝙨𝙝𝙞𝙥 𝙖𝙣𝙙 𝙏𝙚𝙖𝙢 𝙈𝙚𝙣𝙩𝙤𝙧𝙞𝙣𝙜 Nurturing financial leadership within your team for a cohesive and empowered workforce. 💹𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝘿𝙚𝙘𝙞𝙨𝙞𝙤𝙣 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 Offering invaluable support in strategic decision-making for long-term success. 💹𝘾𝙖𝙥𝙞𝙩𝙖𝙡 𝙍𝙖𝙞𝙨𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙞𝙣𝙜 Facilitating capital growth through strategic financial structuring. 💹𝙆𝙚𝙮 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 𝙖𝙣𝙙 𝙎𝙢𝙖𝙧𝙩 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙚𝙨 Unveiling key performance metrics and strategies to drive intelligent business decisions. 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 I am not just a detail-oriented accountant and advisor, but also an active entrepreneur. My career is built on my passion for creating efficient systems and processes, using the best technologies available. I provide key performance analysis and strategic advice, essential for making smart business decisions. I hold an MBA and BS in professional accounting from West Virginia University, adding to my credibility. Based in the heart of the Bay Area, I am a trusted advisor for business owners nationwide. As an active CPA in the state of California, I ensure that I am up-to-date with the latest trends and regulations in the field. With my extensive experience serving as a CFO, tax expert, Accounting Manager, & Controller for both start-ups and established companies, I've demonstrated a track record of implementing efficient, automated processes and technologies across a variety of industries. I offer full-service accounting responsibilities including corporate and individual tax returns, and have spent years in the private industry, building scalable operations, strategies, and successful teams. My expertise in CFO and tax services makes me an ideal partner for CEOs and business owners looking to elevate their businesses. 𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 🤝🏻I believe in building strong relationships with my clients based on trust and mutual respect. I take the time to understand each client's unique needs and tailor my services to meet those needs. I am committed to delivering high-quality work that meets or exceeds my clients' expectations. Whether you need ongoing accounting support or tax preparation services, I am here to help. 🤝🏻I don't just offer financial services; I provide a partnership dedicated to your success. 🤝🏻I am available for long-term projects and can provide customized services based on each client's unique needs. 📧Contact me to discuss how I can help you with your accounting, tax, and CFO needs. Let's work together to take your business to the next level! 🧭Your Financial Navigator, 𝐂𝐚𝐬𝐞𝐲Financial Reporting
Tax ReturnTax StrategyCash Flow ModelingBank ReconciliationTax Planning & AdvisoryFinancial AnalysisCash Flow AnalysisFinancial AccountingQuickBooks OnlineTax Law ComplianceFinancial ManagementTax PreparationFinance & AccountingAccounting - $40 hourly
- 5.0/5
- (6 jobs)
Hello, My name is Derek Sommers and I am a seasoned corporate finance practitioner. I have 5+ years of work experience in various finance functions. I currently work as a Strategic Finance Solutions Consultant at a large, reputable consulting firm based in the US. In the past, I have served as Vice President for Financial Planning & Analysis at a large, nationwide financial firm. In these roles, I have gained experience in financial modeling, budgeting, forecasting, variance analysis, reporting package development, and management presentations. Some of the past work I've provided for clients in a freelance capacity includes: long-term financial forecasting (full three-statement modelling), financial modelling (DCF, LBO, etc.), annual budgeting template, monthly forecasting template, executive/board-level financial reporting, month-/quarter-end reporting, dashboard creation, and other ad-hoc financial analysis.Financial Reporting
Microsoft ExcelFinancial PlanningBusiness PresentationFinancial ReportBudget ManagementForecastingDashboardInvestment ResearchBusiness IntelligenceBusiness ModelingAnalytics - $75 hourly
- 0.0/5
- (5 jobs)
I'm a seasoned financial professional who specializes in FP&A working with private client entrepreneurs overseeing both their personal and business finances. I bring insightful analysis, and detailed work for strategic decision making, and optimizing efficiency and accuracy. Some other specialized areas include: Project Accounting, Sales Tax, Forecasting & Reporting. - Highly skilled in Quickbooks Online, Xero & other accounting softwares - Strong Project Management - Streamlined processes & workflows - Accuracy, Timeliness, Integrity, Communication & Technology are my prioritiesFinancial Reporting
Fund AccountingNonprofitFinancial Statements PreparationSales TaxBudgetCash Flow ModelingFinancial AnalysisProject ManagementProject AccountingBookkeepingPayroll AccountingFinancial ProjectionFinancial AccountingAccounting - $35 hourly
- 0.0/5
- (0 jobs)
Hi. My name Viktoriia. My career in accounting began at Mariupol Milling Plant LLC in Ukraine, where I successfully managed accounts payable, accounts receivable, timesheets, and expense reports. I have significant experience in bank reconciliations and played a key role in preparing detailed monthly and annual financial reports. My qualifications include proficiency in various accounting software and a deep understanding of Generally Accepted Accounting Principles (GAAP). Amidst the challenges posed by the war in Ukraine, I made the difficult decision to relocate to the United States, driven by a strong motivation to continue developing in my chosen field. During my tenure at EZM Automotive LLC and Mercy Housing in San Francisco, I continued to excel in financial record-keeping, invoice preparation, and bank reconciliations. At EZM Automotive, I supported invoice and financial statement preparation, ensuring accuracy and compliance. At Mercy Housing, I managed accounts payable and accounts receivable, conducted bank reconciliations, and assisted in preparing monthly and annual financial reports. I currently provide a bookkeeping service to small businesses, where I do full accounting cycle. My educational background includes Bachelor's degrees in Entrepreneurial Economics and Electric Transport from Kharkiv National Academy of Municipal Economy. Additionally, I have certifications in Bookkeeping and Tax USA from LD Accounting School and as a QuickBooks Online ProAdvisor from Intuit. I possess strong analytical skills, proficiency in accounting software, and meticulous attention to detail. I work effectively in teams, thrive in adapting to new challenges and technologies, and communicate clearly and effectively in financial matters.Financial Reporting
Bank ReconciliationAccounts PayableAccounts ReceivableBookkeeping Want to browse more freelancers?
Sign up
How hiring on Upwork works
1. Post a job
Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.
2. Talent comes to you
Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.
3. Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
4. Payment simplified
Receive invoices and make payments through Upwork. Only pay for work you authorize.
How do I hire a Financial Reporting Specialist near San Francisco, CA on Upwork?
You can hire a Financial Reporting Specialist near San Francisco, CA on Upwork in four simple steps:
- Create a job post tailored to your Financial Reporting Specialist project scope. We’ll walk you through the process step by step.
- Browse top Financial Reporting Specialist talent on Upwork and invite them to your project.
- Once the proposals start flowing in, create a shortlist of top Financial Reporting Specialist profiles and interview.
- Hire the right Financial Reporting Specialist for your project from Upwork, the world’s largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Financial Reporting Specialist?
Rates charged by Financial Reporting Specialists on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Financial Reporting Specialist near San Francisco, CA on Upwork?
As the world’s work marketplace, we connect highly-skilled freelance Financial Reporting Specialists and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Reporting Specialist team you need to succeed.
Can I hire a Financial Reporting Specialist near San Francisco, CA within 24 hours on Upwork?
Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Financial Reporting Specialist proposals within 24 hours of posting a job description.