Hire the best Financial Services Freelancers in Arizona

Check out Financial Services Freelancers in Arizona with the skills you need for your next job.
  • $300 hourly
    I am an AZ and TX barred attorney with extensive experience in forming entities, raising capital, prepare SEC-related documents for start-up and growing companies, enforcement of creditor's rights, and litigating business-related matters.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Legal
    Finance & Accounting
    Blockchain, NFT & Cryptocurrency
    Fundraising
    Mergers & Acquisitions
    Legal Research
    Finance & Law
    Blockchain
    Compliance
    Contract Negotiation
    Contract Law
    Investment Banking
    Commercial Litigation
    Legal Entity Structuring
    Corporate Law
  • $200 hourly
    I have 12 years of experience in the financial industry and I've been on both sides of the fence as a retail trader and as a professional. I have a quantitative and research background. I've worked on projects to search for and optimize trades, build algorithms for trade execution, and backtesters to put context around trade ideas. TECHNOLOGIES: Python, R, C#, Excel, VBA, EasyLanguage, thinkScript, RESTful PLATFORMS: Interactive Brokers, TradeStation, Metatrader, NinjaTrader, Trading Technologies, TD Ameritrade Thinkorswim, QuantConnect RECENT PROJECTS: -My last consulting project was to research and backtest an equity trading idea for a portfolio manager. Once the trade idea was finalized I built the trade execution and integrated it with their desired broker. - I built a C# app for a FX options trading group. They were trading over the counter options which expired at 9am daily and needed to view their expiring inventory easily. The app ran a database query, followed by some data wrangling to display everything to their desired format.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Marketing Analytics
    Visual Basic for Applications
    Finance & Accounting
    Statistics
    Automation
    Bitcoin
    NinjaTrader
    Machine Learning
    TradeStation
    Scripting
    MetaTrader 4
    Quantitative Finance
    Python
    API
  • $200 hourly
    I'm a finance and operations executive with experience working for family offices, public companies, and start-ups. I've worked in various industries, including aviation, sports marketing, and technology.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Organizational Structure
    Due Diligence
    Contract Negotiation
    Business Analysis
    Organizational Plan
    Business Operations
    Project Management
    Finance & Accounting
    Strategic Plan
  • $55 hourly
    In addition to my specialty of full-cycle GAAP accounting on a month-to-month basis, I am available to assist clients who require year-end close help and/or cleanup work necessary to get their books current and accurate for upcoming tax filing deadlines. I have the time and experience to come alongside you and get this important work completed. I am able to work within any time zone effeciently and effectively. My name is Becky Jo. I am an expert-level, full-cycle bookkeeper, fully seasoned over 25 years. I specialize in supporting small business and have worked in a variety of industries. As a Certified QuickBooks Online ProAdvisor and Deltek Ajera Consultant/Project Accountant, my niche is meticulous, detail-oriented, accurate, thorough and timely bookkeeping on a weekly, monthly and annual basis. Providing my expertise results in direct financial benefits to businesses through streamlining their processes and data. Delivering financial reporting that is current, accurate, timely, user-friendly and valuable to ownership and management, assists with the day-to-day and growth of the business. This is a key focus of my work. Bookkeeping and accounting is my passion. I believe strongly that having a strong bookkeeping system, based on GAAP (generally accepted accounting principles), managed by an experienced and skilled bookkeeper, is a key performance indicator for successful businesses. An excellent bookkeeper is an investment that provides a definite return, year after year. I apply the same expertise and attention to my clients’ books as I apply to mine. My detailed approach and commitment to accuracy ensures your books are consistently reliable and ready for decision-making and planning for growth. Having data-driven reports gives you valuable insights into your financial performance. I work closely with my clients’ CPA at tax time, and other times as needed. Having the books accurate and complete can decrease the time and costs spent at CPA rates. I also work with non-profit organizations, who require annual audits to be completed by CPA firms. My work has decreased their cost of these audits by thirty-five percent. I work with my clients and others in my life, on a collaborative basis. I am an expert at bookkeeping. You are an expert at your business. Together, that’s a powerful combination. My services are adaptable to your unique needs, whether you need a one-time cleanup, ongoing support or advanced financial analysis. I am thoughtful and mindful when considering which clients and assignments I choose. I prefer to develop mutually beneficial long-term business relationships. It takes time and effort for both parties. Along with this video introduction, I am also attaching an overview of my credentials and experience, along with a few letters of reference. I’d look forward to chatting further with you to determine how I can support your success. Thanks. Take care. Following are key areas of expertise I bring: • Setup, Customize and Maintain Bookkeeping System • Full-Cycle Bookkeeping: Quickbooks Online, NetSuite, Deltek Ajera • A/R: Timely Invoicing, Credit, Collections, Estimates, Payments, Deposits, POS, Cash Receipts, Reconciliations • A/P: Managing payable process with emphasis on efficiency and accuracy via cloud-based technology and applications • HR/Payroll: Establish and administration of professional 3rd party software - ADP, Quickbooks, Gusto, Paychex • Bank/Credit Card and Balance Sheet Account Reconciliations • Financial Reporting: Month-end close, annual close and assisting CPA with data for tax filings • Budgeting: Developing budgets and budget v actuals financial reporting • Audit: Assist with annual 990 submission and other audits as needed Some of the industries I have experience bookkeeping for: • Non-Profit • Construction • Engineering/Architecture • Sporting Goods/Sports Apparel • Landscaping Out-sourcing your business bookkeeping can be a wise, cost-effective, proactive decision. It can even provide less worry and/or sleepless nights! I'd look forward to the opportunity to discuss the potential with you. I will provide recent resume, credentials, employment history and letters of recommendation upon submitting a proposal.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Finance & Accounting
    Virtual Assistance
    NetSuite Administration
    Artificial Intelligence
    Civil Engineering
    Architecture
    Nonprofit Organization
    Bookkeeping
    QuickBooks Online
    Business Management
    Cloud Computing
    Financial Report
    Payroll Accounting
    Financial Audit
    Cash Flow Analysis
  • $50 hourly
    I am a detail-oriented CPA with a wide range of accounting experience and unique knowledge in Arizona school finance. I love analyzing accounting messes and cleaning them up! I am a QuickBooks Online ProAdvisor. Accounting | QuickBooks Online | QuickBooks Desktop | Excel | Recording Transactions | Bank Reconciliations | Account Reconciliations | General Ledger Review/Analysis | Payroll | HR | 1099s | Financial Statement Preparation/Analysis | Budgets | Accounts Payable | Accounts Receivable | Audit Preparation | Accounting Training/Tutoring
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Bookkeeping
    QuickBooks Online
    Accounting
    Microsoft Excel
    Financial Report
    Payroll Accounting
    Accounts Payable
    Bank Reconciliation
    Financial Statement
    Finance & Accounting
    Budget
  • $50 hourly
    I am a full charge bookkeeper with 15 years of experience in QuickBooks online, accounts payable (AP), accounts receivable (AR), invoicing, reconciling, payroll and reporting. I specialize in small/medium sized business and am able to transition to different lines of business easily. * I'm experienced in business start-ups and setting up QuickBooks Online and QuickBooks Payroll from scratch. * I can create the reports you need to effectively run your business. * I like to communicate regularly as the business dictates and can be trusted to meet deadlines.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Business
    Accounts Payable Management
    Finance & Accounting
    Accounts Receivable Management
    Budget Proposal
    Report
    Financial Report
    Accounts Receivable
    Accounts Payable
    Accounting Basics
    Customer Service
    Bookkeeping
    Intuit QuickBooks
  • $5 hourly
    "Hi, I’m Ali Hamza, I'm a highly motivated Accounting professional with 5 years of experience in Financial and General Accounting who possesses excellent time management skills with the ability to manage and prioritize workload efficiently. Here’s how I can support your financial success: • Bookkeeping and Clean-Up • Bookkeeping and Catch up (Categorize, record and reconcile) • Catch up of previous years financial transactions bookkeeping • Payroll Invoicing • Managing Real-State Transaction bookkeeping • Managing Loan Transaction bookkeeping • Financial Statements Preparation bookkeeping • Vendors and Customers management bookkeeping • Categorization, Classifications, and Reconciliation of up to 10 years transactions • Ongoing Monthly Bookkeeping Help • Setting Up Chart of Accounts • Record Invoices and Bills in any accounting system • Bookkeeping For Real Estate Business I’m here to make managing your finances stress-free. Let’s connect via chat, Zoom, or Teams to discuss your project and explore how I can assist you in achieving financial clarity and success! Kind regards, Ali
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Financial Planning
    Microsoft Excel
    QuickBooks Online
    Xero
    Real Estate
    Light Bookkeeping
    Accounting Basics
    Chart of Accounts
    Bank Reconciliation
    Balance Sheet
    Data Entry
    Finance & Accounting
    Accounts Payable Management
    Accounts Receivable
    Intuit QuickBooks
  • $100 hourly
    I have 10+ years of experience working in investment banking and corporate finance, with a focus in mergers & acquisitions (M&A), capital raising (leveraged finance, private credit), and restructuring. I have helped my clients executed over $1 billion of M&A and financing transactions. I have extensive experience with the following: - Financial modeling and analysis - Business acquisition analysis and diligence - Confidential Information Memorandums (CIM) & Pitch Decks - Buy-side and sell-side due diligence - Investor Presentations - Discounted Cash Flow (DCF) valuations - Operating models and sensitivity analyses - LBO models - M&A models - Debt and recapitalization models I complete all projects myself and I do NOT outsource anything. Please see below for examples of my prior transactions. - Acquisition of Yucatan Foods by Flagship Food Group and Creo Capital - Acquisition of Rack & Riddle by Private Equity Sponsor SBJ Capital - Unitranche debt refinancing for Landec Corporation - Unitranche debt refinancing for Confidential Business Services Company - Senior secured debt financing for FreightCar America
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Private Equity
    Due Diligence
    Financial Modeling
    Modeling
    Financial Model
    Business Presentation
    Investment Banking
    Microsoft Office
    Acquisitions
    Business Plan Writing
    Corporate Finance
    Cash Flow Analysis
    Finance & Accounting
    Mergers & Acquisitions
  • $50 hourly
    Accountant with 6 years of experience in providing bookkeeping and comprehensive tax preparation. My mission is to take the stress out of bookkeeping so you can focus on what you do best - running your business. What I Offer: Comprehensive Bookkeeping: From recording transactions to bank reconciliations and financial reporting, I cover all aspects of bookkeeping. QuickBooks Expertise: I can set up, clean up, and maintain your QuickBooks accounts to ensure they are accurate and up-to-date. Monthly Financial Statements: I provide clear, concise financial statements every month, giving you insight into your business’s financial health. Budgeting and Forecasting: I'll help you plan for the future with realistic budgeting and forecasting to keep your business on track. Tax Preparation Support: I work closely with your CPA to prepare your books for tax season, ensuring all necessary documents are organized and ready for filing. Why Choose Me: Personalized Service: I understand that every business is unique. I tailor my services to meet the specific needs of your business, providing personalized support and attention to detail. Reliable and Confidential: Your financial data is sensitive, and I prioritize confidentiality and security. I am committed to maintaining the highest standards of integrity and reliability. Proactive Communication: I keep you informed with regular updates and am always available to answer your questions, providing peace of mind that your books are in good hands. Results-Oriented: My goal is to help you achieve financial clarity and stability. I focus on delivering results that matter, helping you make informed decisions to grow your business. Let's Get Started! Ready to simplify your bookkeeping and gain valuable insights into your business's financial performance? Let's connect! Send me a message to discuss how I can help you streamline your bookkeeping processes and achieve your financial goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Intuit QuickBooks
    QuickBooks Online
    Financial Report
    Finance & Accounting
    Tax Planning & Advisory
    Taxes
    Tax Strategy
    Tax Preparation
    Tax Accounting
    Bookkeeping
  • $30 hourly
    Business professional and leader with over a decade of experience in project management, product development, marketing, data analytics, market research, and sales. Whether you need someone to help research market needs, develop a new product, manage a project, or need someone who is detail-oriented to enter data, I am your person!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Data Entry
    Data Analytics
    Business Consulting
    Marketing
    Finance & Accounting
    Product Development
    Time Management
    Project Delivery
  • $90 hourly
    Transformational Controller System conversion Process improvement GAAP Internal control review and implementation
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Risk Management
    Internal Control
    Financial Analysis
    Financial Accounting
    Communication Skills
    Leadership Skills
    ERP Software
    Excel Formula
    Financial Reporting
    FinTech
    Finance & Accounting
    Budget
    Accounting
  • $15 hourly
    Imagine what you could achieve with a few extra hours every week! I specialize in handling time-consuming virtual assistant tasks like data entry, email management, and calendar scheduling so you can focus on growing your business. If you're looking for a detail-oriented Virtual Assistant who will keep things running smoothly, stay organized, and deliver reliable results, I'm here to help! With over 20 years of experience in administrative support, data management, and process improvement, I turn complex workflows into streamlined solutions, ensuring nothing falls through the cracks. Here's how I can support your business: ✅ Data entry & organization: Accurate and efficient data management using Excel, Google Sheets, and other tools. ✅ Email management: Organize your inbox, handle responses, and ensure you never miss an important message. ✅ Calendar management: Schedule appointments, set reminders, and keep your days running efficiently. ✅ Administrative support: Manage daily operations, workflows, and tasks to keep projects on track. ✅ Process improvement: Simplify repetitive tasks and optimize your workflows to save time. ✅ Customer service: Professionally handle client communications and ensure seamless interactions. ✅ Tech-savvy solutions: Expertise in tools like Microsoft Office Suite (Excel, Word, Outlook), Gmail, Google Workspace, Trello, Slack, and more. I bring a proactive approach, positive attitude, and commitment to delivering high-quality work on time. My goal is to help you stay organized, lighten your workload, and free up your time to focus on what matters most: growing and scaling your business. Ready to simplify your to-do list and reclaim your time? Let's chat about how I can help you achieve your goals!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Google Sheets
    Google Docs
    Accounting Basics
    Finance
    Account Reconciliation
    Financial Reporting
    Light Bookkeeping
    Finance & Accounting
    Virtual Assistance
    Calendar Management
    Microsoft Excel
    Data Entry
  • $25 hourly
    Hi there! I am a full-service bookkeeper/accounting professional that is experienced with non-profits, construction companies, ecommerce businesses, real estate businesses, etc. Whether you are trying to find someone to manage the grunt work no one wants to handle like accounts receivable collections, invoicing, budgeting, financial data entry, reconciliations, paying your bills, etc, or you are startup business looking for help opening your books-I can help! I am very skilled with both the Quickbooks Online and the Quickbooks Desktop modules. If there are other programs you are using, the concepts are essentially the same and, along with being inherently tech savvy, I can accommodate your preferences
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Accounting Basics
    Business Presentation
    Accounts Receivable Management
    HTML
    Budget Proposal
    Finance & Accounting
    Managerial Finance
    Management Accounting
    Intuit QuickBooks
    Accounting
    Microsoft Excel
    Accounts Receivable
    Invoicing
  • $25 hourly
    Hello, I have a very diverse skill set and enjoy working hard at anything that interests me, whether it be screenwriting, fiction writing, financial modeling, Latin, cooking, chess, golf instruction, or others... I believe that the relationship between an employer and his/her client is paramount, and it will dictate the success of the project no matter how difficult the task might be. I enjoy working both independently and collaboratively; I have no problem completing a freelance project with minimal guidelines and communication once I begin, but I also welcome frequent communication with clients I have a passion for writing (sadly, a dying skill) in all forms: journalism, fiction, screenwriting, essays, poetry, even technical writing if the work interests me. Currently, I am authoring a comedy/drama spec script, television show pitch for an executive who has already solicited my contribution, and a short for a film festival in Phoenix, AZ. I am also a published journalist with several publications in the Greater Boston area, and have completed a novel for which I am seeking representation. I have taught and tutored writing, English, business communications and math through Algebra 1 at the high school and college level. Additionally, I have over seven years of professional skills in budgeting, finance, auditing, accounting, legislative analysis, copywriting, human resources and legal analysis with the State of Arizona. I look forward to working with you, and hope that we can develop a long-term relationship that will result in production of quality work in any of these disciplines!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Film & Video
    Journalism
    Teaching English
    Blog Writing
    Written Comprehension
    Fiction Writing
    Teaching
    Nonfiction Writing
    Screenwriting
    Writing
    Copywriting
    Finance & Accounting
    Education
    Novel
    Fiction
  • $30 hourly
    Results-oriented financial leader with extensive experience managing accounting operations, financial planning, and compliance. Proven expertise in budgeting, reporting, and process optimization to drive organizational efficiency and profitability. Adept at leading teams, implementing internal controls, and providing strategic insights to support business growth. Skilled in leveraging financial systems and ensuring adherence to GAAP and regulatory standards.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    QuickBooks Enterprise
    QuickBooks Online
    Business Innovation
    Business Consulting
    Business Coaching
    Accounting Report Creation
    Accounting Advisory
    Accounting Tools Setup
    Finance & Accounting
    Project Accounting
    Payroll Accounting
    Tax Law Compliance
    Bookkeeping
    Accounting
  • $30 hourly
    With extensive experience as a Case Manager, I offer a diverse range of skills in Case Planning, Teaching, and Interpreting to support individuals and families effectively. My expertise in community outreach, records management, and social work enables me to provide efficient service delivery. I excel in coordinating referrals, facilitating resources, and conducting family education. Additionally, my background in project management and eligibility assessment enhances my role. I prioritize communication, teamwork, and client needs assessment for positive outcomes.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Case Management
    Finance & Accounting
    WorkManager
  • $18 hourly
    I am a highly skilled professional with expertise in both Accounts Receivable management and recruitment, adept at driving operational efficiency and business growth. With a strong background in managing financial transactions, I excel at ensuring timely and accurate payment collection, managing aging reports, and maintaining healthy cash flow. My focus on reducing outstanding debts and enhancing financial stability is complemented by a deep understanding of credit management, dispute resolution, and compliance. In addition, I bring comprehensive experience in full-cycle recruitment, including sourcing, interviewing, and hiring top talent to meet organizational needs. With a proactive approach to recruitment strategy, I effectively manage candidate pipelines, build strong client relationships, and ensure seamless onboarding processes.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Recruiting
    Finance & Accounting
    Customer Service
  • 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.

Trusted by 5M+ businesses