Hire the Best Financial Services Freelancers
in Canada
Brampton, Canada
Welcome to my Upwork profile! Get ready to unlock the success of your business! ๐ I am an ACA and Fractional CFO with more than 15 years of professional experience in Accounting Bookkeeping and Financial modeling, 7 of those years spent with PwC. My professional knowledge of accounting concepts ensures that financial records are current, accurate, and compliant. I am also knowledgeable in financial analysis and modeling, offering financial modeling and analysis to assist owners and executives in meeting their goals and making wise business decisions. โ I have served more than 300 businesses. As a full-time freelancer, I specialize in Accounting, bookkeeping, business feasibilities, financial projections, market research, financial modeling, and startup fundraising. ๐ต Here's what I can help with: - Predicting future finances and creating models to illustrate them - Accounting/ Bookkeeping - Preparing and analyzing financial statements - Assessing investment values using methods such as DCF and CCA - Conducting business performance analysis and cost assessment - Budget planning and cost control - Conducting extensive market research and analysis - Providing strategic guidance for growth and maximizing profitability in business planning - Business valuation projections - Operational and expenditure planning - Creating investor presentations ๐ต When I create models for you, they'll be: - Flexible, allowing for adjustments in revenue and expenditure assumptions - Based on thorough research - Capable of showing various potential outcomes and their business impacts - Well-designed with clear, easy-to-understand charts and graphs - Rigorously checked to ensure accuracy ๐ต I've developed models for businesses in these sectors: - Supply chain - Blockchain - Retail - Real estate - IT I excel at explaining complex financial concepts to diverse audiences, including clients, executives, and investors, thanks to my strong communication skills. ๐ต Bookkeeping and Accounting Expertise: โ Expert in maintaining accurate financial records and ensuring compliance with accounting standards โ Proficient in QuickBooks Online and other accounting software โ Efficient in managing accounts receivable and accounts payable โ Skilled in bank reconciliations and ledger management โ Strong attention to detail and organizational skills to manage financial data effectively โ Experienced in preparing monthly, quarterly, and annual financial reports โ Ability to streamline bookkeeping processes and improve financial accuracy ๐ต Specialized in Financial Management & CFO Services: โ 15+ years of experience in large organizations โ 300+ businesses served โ Information Memorandum for Businesses โ IFRS/Accounting Expert โ Business Projections & Financial Modeling Expert โ Development of Policies & Procedures โ Business Process Improvement and Profitability Optimization ๐ต Experienced CFO Offering Fractional CFO Services: โ Budgeting & Forecasting โ Business Planning โ Cashflow Management โ Investment Management โ Financial Insights, Reporting, and Dashboards โ Business Valuations Let's work together to achieve your business goals and ensure your financial success!
- Bookkeeping
- Finance & Accounting
- Financial Modeling
- Accounts Payable
- Bank Reconciliation
- Business Plan
- Accounts Receivable
- Payroll Accounting
- Intuit QuickBooks
- Accounting Basics
- Financial Analysis
- Financial Projection
- Tax Accounting
Toronto, Canada
Hello! My name is Hina Imran. I am from Ontario, Canada. Iโm a website project coordinator who helps business owners and entrepreneurs turn their website ideas into reality without worrying about technical details. I specialize in managing website projects from start to finish. Whether you need a business website, a landing page, or an online store, I ensure the entire process is simple and stress-free for you. I work closely with a skilled web development team who handle the design and technical build, while I take care of: Understanding your exact needs and goals Keeping communication clear and updates on time Ensuring the project is delivered smoothly and meets your expectations.
- Web & Mobile Design Consultation
- Project Management
- PHP
- HTML
- CSS
- Node.js
- Vue.js
- React
- Laravel
- Canva
Montreal, Canada
Big Four consultant, Morgan Stanley, MBA, CFA Level 1. Working with Fortune 500 clients and startups across diverse sectors. I'm the person who turns the research into a decision. โ Who am I? - MBA Graduate from IIM Lucknow (FT-100) and Neoma BS, France, with an Engineering background - Successfully cleared the CFA Level 1 exam on the first attempt. - Experienced management consultant and successfully served clients across sectors. โ What can I do? ................................................................................. Management Consulting and Research Expert specializing in: -TAM, SAM, SOM - SWOT analysis - Competitor/Competitive assessment - Need-gap analysis - Go-to-Market strategy (GTM) - Entry modes - Revenue enhancement strategies - Business planning and strategy development - Feasibility analysis for new initiatives and projects - Due Diligence - Investment Analysis - Mergers & Acquisitions (M&A) - Risk Assessment - Financial Planning โ Utilizes: ........................................................................... -Market-line, Euromonitor, Statista, Gartner, SAGE, EMIS, Think Cell, and other industry-leading tools for insights and analysis -Data-driven decision-making approach for impactful presentations โ Services offered: Strategy and Planning: ............................................. Strategy, Strategic plan, Business plan, Growth strategy, Go-to-market, Business plans and long-term roadmaps, Strategy consultant, Business growth strategy, Market strategy, Operational plan, End-to-end business plan, Multi-stakeholder strategic plan, Market expansion consulting advisor, International expansion, Experience with APAC, US and Middle East Market Entry, Global strategy, Mission-driven consulting Market and Competitive Intelligence: ............................................ Market research, Market analysis and insights, Market sizing, Market scanning, Quantifying market opportunities, Customer insights, Customer preferences, Industry trends, Competitor strategies, Competitive advantage, Product differentiation, Competitor benchmark, Competitive analysis reports, Research, Need-gap analysis. Financial Modeling and Investment: .............................................. Financial modeling, Financial forecast model, Financial projections, Financial analysis, Forecasting, Projections, ROI, FCF projection, Valuation, Valuation analysis, Business valuation, Bracket DCF, Due diligence, Due diligence material for seed financing, fundraising strategy consultant, Cap table, Investment strategy, Investment analyst, Investment fund, Financial services, Financial appendix data, Executive summaries, Presentations, Investor ready business plan Delivery and Advisory: .......................................... Project management, Project rollout plans, Operational roadmap, Implementation, Organizational design, Business operations, Streamline operations, Process improvement, Process maps, SOPs, Delivering SOPs, Business delivery consultant. Tech and Domain Expertise: ......................................... AI and tech-driven strategy, AI strategy consultant, AI savvy consultant, FinTech strategy consultant, FinTech, AI platform, Mobile apps, SAS products, AI startup marketing plan, Construction business consultant, Real estate Sectors Include: .............................................. Engagements in sectors such as Edtech, Fintech, Agtech, Fitness, Agriculture, Automotive, Real Estate, Artificial Intelligence, Metals and Mining, Aerospace, Healthcare, IT, Renewable Energy, E-commerce, Consumer Electronics, Hospitality, Entertainment, Fashion and Apparel, Food and Beverage, Logistics and Supply Chain, Telecommunications, Biotechnology, Pharmaceutical, Gaming, Financial Services, Education, Environmental Sustainability, and Manufacturing. My adaptability and expertise also extend to Cybersecurity, Cloud Computing, Digital Marketing, Smart Cities, Internet of Things (IoT), SaaS, Blockchain, Cryptocurrency, ESG Initiatives, Circular Economy, Smart Manufacturing, Autonomous Vehicles, Insurtech, Proptech, Regtech, Supply Chain Resilience, Precision Agriculture, Personalized Medicine, Telehealth, Remote Work Solutions, Digital Transformation, Smart Homes, Urban Development, Green Buildings, Real Estate Investment, Sustainable Construction, and Infrastructure Development. I have a proven track record in multiple countries worldwide, offering a data-driven approach and customized strategies that cater to the unique needs of diverse industries. - Offering Consultation and Initial Calls. Get in Touch Today Thank you!
- Strategy
- Business Plan
- Management Consulting
- Marketing Strategy
- Market Research
- Qualitative Research
- Market Analysis
- Competitive Analysis
- Audience Segmentation & Targeting
- Financial Projection
- Market Segmentation Research
- PowerPoint Presentation
- SWOT Analysis
- Business Consulting
- Pitch Deck
Kitchener, Canada
๐ TOP RATED Freelancer ๐ Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: ๐ Setting up new companies tailored to your business requirements. ๐ Establishing precise Charts of Accounts. ๐ Creating and managing Customers and Vendors Lists. ๐ฆ Setting up Inventory items and linking them to the Chart of Accounts. ๐ฆ Managing Banks and Credit Cards. ๐ Thorough Bank and Credit Card Reconciliation. ๐ผ Recording transactions accurately. ๐ Creating bank rules in Accounting softwares. ๐ฐ Efficient Payroll Management. ๐ Meticulous Bookkeeping. ๐ QuickBooks Cleanup. ๐ Resolving accounting discrepancies. ๐ฅ๏ธ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. ๐ Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: ๐ผ Preparation of Cap Tables. ๐ Analysis of business projects. ๐ฐ IRR, NPV, FV calculations. ๐ Balance Sheets, P&L, forecasting. ๐ธ Working Capital Management. ๐งพ Invoice templates. ๐ Cash flow statements. ๐ Schedules supporting financial statements. ๐ณ Loan amortization schedules. ๐ฑ DCF analysis. ๐ Ratio analysis. ๐ฏ Sensitivity analysis. Why Choose Me: ๐ Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. ๐ Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." ๐ Responsiveness: I maintain open lines of communication, ensuring timely responses. ๐ Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. ๐ Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. ๐ Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
- Cash Flow Statement
- Data Entry
- GAAP
- Cash Flow Analysis
- General Ledger
- Bookkeeping
- Intuit QuickBooks
- Financial Reporting
- Financial Planning
- Business Plan
- Xero
Calgary, Canada
๐ ๐๐จ๐ฉ ๐๐๐ญ๐๐ | โ ๐๐+ ๐๐๐๐ซ๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ | โ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ข๐ ๐๐ซ๐๐ง๐ ๐๐๐๐ง๐ญ๐ข๐ญ๐ฒ ๐๐๐ฌ๐ข๐ ๐ง๐๐ซ I help founders build clear brand strategies and visual identities that stay consistent across websites, packaging, marketing, teams, and AI tools. Most of the time, the real problem isn't design. It's clarity. When positioning is clear, everything else becomes easier. The logo makes sense. The messaging becomes stronger. Marketing becomes more effective. I work with startups, AI companies, coaches, consultants, wellness brands, tech products, agencies, financial services, ecommerce brands, and modern service businesses that care about perception, positioning, and long-term growth. ๐๐ฒ ๐ฐ๐จ๐ซ๐ค ๐๐จ๐ฏ๐๐ซ๐ฌ: โข Brand Strategy โข Brand Identity Systems โข Packaging Design โข Shopify & WordPress Websites โข Marketing & Ad Creative โข Print & Brand Collateral โข AI-Ready Brand Systems ๐๐ก๐๐ญ ๐ข๐ฌ ๐๐ง ๐๐-๐๐๐๐๐ฒ ๐๐ซ๐๐ง๐ ๐๐ฒ๐ฌ๐ญ๐๐ฆ? Beyond the visual identity, I can help create: โข Brand Voice Guidelines โข Content Pillars โข Brand Messaging Matrix โข Customer Personas โข AI Prompt Library โข LinkedIn Content Frameworks โข GPT Custom Instructions This means your team, marketers, VAs, copywriters, and AI tools all communicate with the same voice and brand direction. My process is simple: ๐๐น๐ฎ๐ฟ๐ถ๐๐ โ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ โ ๐๐ฑ๐ฒ๐ป๐๐ถ๐๐ โ ๐ฆ๐๐๐๐ฒ๐บ๐ โ ๐๐ผ๐ป๐๐ถ๐๐๐ฒ๐ป๐ ๐๐ ๐ฒ๐ฐ๐๐๐ถ๐ผ๐ป I don't just design logos. I help businesses build brand systems that can scale across people, platforms, and AI without losing consistency.
- Graphic Design
- Adobe Illustrator
- Brand Identity & Guidelines
- Packaging Design
- Web Design
- Brand Identity
- Canva
- Brand Identity Design
- Visual Design
- Branding & Marketing
- Logo Design
- Adobe Photoshop
- Brand Design
- Branding
- Brand Strategy
- Brand Guidelines
- Print Design
- Visual Identity
- Brand Book Design
- Corporate Brand Identity
Vancouver, Canada
100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 6+ years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.
- Financial Writing
- Blog Writing
- Writing
- Finance & Accounting
- Network Planning
- Copy Editing
- Investment Research
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Similar Financial Services Freelancer Skills
- Financial Services Professionals
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- Quantitative Finance Professionals
- Asset Management Specialists
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