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Hire the best Financial Reporting Specialists in Utah

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Andrew F.

Salt Lake City, Utah

$96/hr
4.7
58 jobs
I am a CPA and a Finance and Business Executive. I have experience across many different industries. I have a passion for solving problems, engineering solutions and automating work with technology. Contact me for Fractional CFO or COO services, system implementation, financial reporting, financial modeling, sales, marketing and operational reporting and automation. Let me show you how to engineer your reporting to drive action, business results and improved profitability. I specialize in Financial Reporting, Automation, Web Automation, Data Scraping, Sales and Marketing Reporting, Operational Reporting, and gearing those reports toward action to drive business outcomes.
  • Financial Reporting
  • Microsoft Excel
  • Automation
  • Customer Relationship Management
  • Accounting Software
  • Financial Statement
  • Macro Programming
  • Selenium
  • Data Analysis
  • Selenium WebDriver
  • JavaScript
  • Google Workspace
  • Visual Basic for Applications
Brian S.

Lehi, Utah

$125/hr
5.0
26 jobs
As a seasoned Financial Strategy Consultant and M&A Specialist, I bring over five years of experience with the world’s leading M&A advisory firm. I have a proven track record of supporting multi-billion-dollar mergers, acquisitions, and restructuring deals through meticulous financial due diligence. My expertise spans a wide range of financial applications, including purchase amortization, cumulative translation adjustment (CTA), tax structuring, audit compliance, bankruptcy proceedings, and GAAP/IFRS standards. I specialize in delivering strategic financial insights and solutions that drive successful business outcomes. Whether working with Fortune 500 companies or dynamic startups, I leverage my deep knowledge in strategic planning, global operations, and systems/process design to provide comprehensive financial advisory services. My background in entrepreneurial ventures and large-scale corporate projects equips me with the versatility to address diverse client needs. Key strengths include: - Mergers & Acquisitions: Conducting detailed financial due diligence and applying advanced accounting principles to optimize deal outcomes. - Strategic Planning & Analysis: Developing and implementing effective business strategies that align with client objectives. - Financial Reporting & Compliance: Ensuring accurate and timely financial reporting in compliance with GAAP/IFRS standards. - Leadership & Change Management: Leading cross-functional teams to streamline processes and enhance operational efficiency. - Part-Time CFO Services: Offering strategic financial guidance to small businesses, enhancing their financial health and growth potential. I am committed to providing exceptional financial consulting services that help businesses navigate complex financial landscapes and achieve their goals. Let's connect and explore how I can support your business's financial strategy and growth.
  • Strategy
  • Mergers & Acquisitions
  • Acquisitions
  • Finance
  • Finance & Accounting
  • Accounting
  • Microsoft Excel
  • Database
  • Financial Analysis
  • Business
  • Business Analysis
  • Risk Analysis
  • Financial Consulting
  • Business Consulting
  • Migration
Aadil Salman K.

Salt Lake City, Utah

$40/hr
5.0
100 jobs
Background: Aadil possesses Marketing mix practice, Market Research, Competitive Research and Competitor Analysis, Survey Research, and Business plan writing experience spanning over a decade. He is an MBA qualified with a Marketing major and worked on various marketing and marketing research assignments with Forbes 500 organisations. He led projects to support entrepreneurs and business leaders to make informed decisions. MARKET RESEARCH ANALYSIS: With Novel data & Novel insights, his robust research analysis enables entrepreneurs and managers to validate new business ideas/scale-up/expansion decisions, fuel brands' performance, and help optimize marketing spending through marketing research. COMPETITOR BUSINESS ANALYSIS: His value addition through market competitor research, business competitive analysis, competitive intelligence, and benchmarking exercises have provided strategic depth to many companies, including startups, SMEs, and MNCs. He has worked with hundreds of business leaders like you from diversified industries and businesses. SURVEY DESIGN, PROGRAMMING, AND SURVEY ANALYSIS: He is an expert in survey design and survey programming on SurveyMonkey, Qualtrics, Alchemer, Google Forms, and other major survey platforms. He is also expert in developing the narrative from survey data analysis and delivering through powerpoint and slides. BUSINESS PLAN WRITER: He is a professional Business Plan writer for startups and mid-market companies, specializing in Market Research, Business Modeling, Market Planning, and Financial projections. He brings over a decade of diversified working experience in business plan writing for Founders and Business Owners from different locations and industries. Passion: He is passionate to bring ease to the lives of historically disadvantaged women and children. He religiously tries to incorporate his skills and knowledge with enthusiasm and self-belief in every project he works on and considers every assignment a learning opportunity. Moreover, the formulation and execution of a bespoke plan to drive business growth are one of his strengths. Core Skillset: - Strong analytical and presentation skills - Communication and reporting etiquette - Excellent learning and decision-making capability - Highly Proficient with Survey platforms - Analytical tools such as SPSS - Google Workplace, MS Office suite - Customer Relationships Management Tools like Salesforce.com and Asana WHY Aadil? He is an experienced professional, always ready to help with top-notch customer service! Plus all his services are backed by a 100% satisfaction guarantee! He works closely with startups & small businesses to support vulnerable segments including animals across the Middle East and South Asia by donating his expertise as much as he can.
  • Market Analysis
  • Competitive Analysis
  • Data Analysis
  • Survey Design
  • Market Research
  • Qualitative Research
  • Competitor Research
  • Microsoft Excel
  • Survey Data Analysis
  • Survey
  • Business Plan Writing
  • Business Plan
  • Jotform
  • Typeform
Parker R.

Saratoga Springs, Utah

$62/hr
5.0
1 jobs
I'm an experienced CPA that focuses on scale yet understanding. Don't just keep books; build growth. Unique offering of automation, superb documentation, tax strategy, financial analysis. I can be your person if you want: 1. A financial sidekick. Don't stress about finances. I can work in the background. 2. An economist. Know the trade offs of your decisions. 3. An expediter. Get accurate work done, in less time. I specialize in "full-stack finances and accounting": 1. Implement audit-ready US GAAP or tax-compliant accounting. (Former Big 4, CPA) 2. Automate accounting systems in any spreadsheet and most software. (1,000's hours saved) 3. Build US tax strategy. (CPA) 4. Develop documentation for other contractors or auditors. (Internal Auditor, Big 4 Auditor, Trainer) 5. Build models to help you know your business. Industries: Real estate and construction, professional services (agencies, law firms, marketing firms), e-Commerce, Manufacturing, Retail. Accounting Software: QuickBooks Online (QBO), QuickBooks Desktop (QBD), Wave, Xero, Sage Products, NetSuite, and more. (Adept at learning more. Masters in Accounting Information Systems.) Payroll Software: Rippling, Gusto, QuickBooks Payroll, and more. (Adept at learning more. Masters in Accounting Information Systems.)
  • Accounting Tools Setup
  • Accounting
  • Accounting Software
  • Cost Accounting
  • Finance & Accounting
  • Excel Macros
  • Microsoft Excel PowerPivot
  • Excel Formula
  • Administrative Support
Tiffany W.

Fruit Heights, Utah

$65/hr
4.1
3 jobs
Highly skilled, multi-faceted Construction Accounting Manager with over 20 years of experience in accounting, project coordination, and office management within the construction industry. Proven ability to streamline processes, improve workflow, and lead cross-functional teams to exceed organizational goals. Strong background in job costing, budgeting, financial reporting, human resources, and payroll. Known for my "CAN DO ATTITUDE" and commitment to improving operational efficiency and supporting company objectives.
  • Financial Reporting
  • Microsoft Office
  • Data Entry
  • Microsoft Excel
  • Microsoft Outlook
  • Construction Estimating
  • Journal Entries
  • Accounts Receivable Management
  • Accounts Payable Management
  • Bookkeeping
  • Construction Management
  • Real Estate Project Management Software
  • Project Management
  • Job Costing
  • Payroll Accounting
Melanie M.

South Jordan, Utah

$90/hr
4.9
15 jobs
Did your tax accountant just tell you your books aren't in great shape? Or are you dreading tax season because your QuickBooks Online isn't clean and organized? As a busy service-based entrepreneur or tech startup founder, you need more than just accurate data – you need to understand what your numbers truly mean to make smart, confident decisions. If you're struggling with messy books, an inefficient QBO setup, or simply don't have the time to get your past financials in order, I can help. Hi, I'm Melanie Mathews, founder of Ivory Balance Books and a certified QuickBooks Online ProAdvisor. I'm not just a data entry specialist; I'm an "Insightful Bookkeeper" with a passion for transforming financial chaos into streamlined clarity and actionable insights. My focus is on delivering efficient, precise results that empower your business, especially when it comes to getting your historical data cleaned up and ready for review. While my firm, Ivory Balance Books, offers comprehensive monthly bookkeeping partnerships, here on Upwork, I focus exclusively on high-impact, project-based solutions designed to get your financial foundations solid and provide immediate value. I pride myself on extreme efficiency, ensuring you get maximum value for your investment. I specialize in partnering with: ✅ Service-Based Businesses: Consultants, creative agencies, digital marketing firms, and other professional service providers. ✅ Tech Startups & Innovative Companies: Especially those in dynamic environments needing scalable financial systems. ✅ Businesses Using QuickBooks Online: Leveraging the full power of QBO for optimal efficiency. My Project-Based Services: QuickBooks Online Clean-Up & Catch-Up Projects: Untangling past messes, reconciling accounts, and bringing your books completely up-to-date and tax-ready. Perfect for businesses needing to prepare for tax filing or gain control over historical periods. ✔️QuickBooks Online Setup & Optimization: For new businesses or those transitioning to QBO. Ensuring your Chart of Accounts, bank feeds, and settings are tailored for your specific needs, setting you up for future clarity. ✔️Financial System Review & Efficiency Audits: Analyzing your current bookkeeping processes and recommending concrete improvements for better workflow, accuracy, and reporting. When you work with me, you can expect: Meticulous Attention to Detail: Your books will be clean, accurate, and compliant. Clear Communication: I explain complex financial concepts in plain English, not confusing accounting jargon. Efficiency & Organization: I'm a systems wizard – I love making things run smoothly and quickly! A Proactive & Insightful Partner: I don't just process transactions; I look for opportunities to provide you with a better understanding of your financial picture. If you're ready to move from financial frustration to financial clarity with a specific project, especially if you need your books cleaned up and reviewed, I invite you to send me an invitation. Let's discuss your needs and see how I can help you build a stronger financial foundation for your business.
  • Microsoft Office
  • Executive Support
  • Business Operations
  • Intuit QuickBooks
  • Accounts Receivable
  • QuickBooks Online
  • Bank Reconciliation
  • Accounts Payable
  • Administrative Support
  • Corporate Event Planning
  • Bookkeeping
  • Expense Reporting
  • Accounting Basics

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