Hire the best Financial Services Freelancers in Canada

Name: Financial Services professionals
Brand: Upwork
Rating: 4.8 (182 reviews)

Check out Financial Services Freelancers in Canada with the skills you need for your next job.

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Clients rate Financial Services professionals

4.8/5

based on 182 client reviews

$85 hourly
Christopher C.
- 5.0/5
- (71 jobs)
⭐️ 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲. 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝗶𝗻 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗹𝗶𝗸𝗲 𝘆𝗼𝘂𝗿𝘀. ⭐️ 𝗜 𝗱𝗲𝘃𝗲𝗹𝗼𝗽 𝗮𝗻𝗱 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀, 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝗮𝗻𝗱 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝘁𝗵𝗮𝘁 𝗽𝘂𝗹𝗹 𝗮𝗹𝗹 𝘁𝗵𝗲 𝘁𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝘀 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗻𝘁𝗼 𝗮 𝗰𝗲𝗻𝘁𝗿𝗮𝗹𝗶𝘇𝗲𝗱 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝘀𝘆𝘀𝘁𝗲𝗺. 🎯 📞 Invite me to your job if you would like a free 30-minute consultation that’s earnestly helpful. 📞 Hi there! I'm Christopher, you can call me Chris, and I have the deepest and broadest expertise in accounting and bookkeeping, with extensive knowledge of Canadian GAAP, IFRS, and other business reporting standards. Plus, I'm a Certified Quickbooks Advanced ProAdvisor, Tech-Savvy Accountant/Virtual CFO, Business Improvement Specialist and least, not last, Automation Addicted. Extensive experience with SME businesses involved in industries like: 🛠 Start-ups 🛠 Tech/Web apps 🛠 Construction, Real Estate and Property Management 🛠 E-Commerce 🛠 Professional services 🛠 Marketing and Business consulting 🛠 Restaurant & Hospitality 🛠 Manufacturing So you started a business, hopefully in an area that you love working in. Awesome!... but now you have to deal with the pain of taxes and tracking all your receipts, bills, expenses, sales... the list goes on. Thankfully, there are weirdos like me who love doing just that you wouldn't have to. Not to mention, helping keep the Tax agencies out of sight. My job is to take all the hassle away from you so that you can keep doing what you love. Here's why you'll wish we started working together sooner: ✅ I provide turnkey solutions. You won't need to hold my hand. I'll ask the right questions and communicate with your team (if needed) so that you can free up your time and focus on what you do best. ✅ I only take on projects where I can provide value, meet and exceed your goals and ultimately bring a positive ROI. ✅ Professional communication from the start. I'll define the scope of what I'm responsible for, what I need from you and when I can deliver the work by. ✅ Excellent self-management and teamwork skills. I’m great at leading teams, working within them or working on my own. Here’s what one of my recent clients had to say about working together: ❝I hired Christopher for a QuickBooks transfer of data project. He was very polite, patient and knowledgeable and very honest to say that it would save us money and time to do this at a later date. He explored all the details and I will definitely be re-hiring him to continue with our job. ❞ 🗣 Deborah Small - Owner - Marine Medical Antibes 🗣 Over my career, I have worked for both numberless companies where I had a wide range of duties, including building out workflow systems & processes and accounting, reconciling, bookkeeping, accounts receivable, accounts payable, payroll, etc. I multi-task very well; I am fast and efficient, organized, and detail-oriented. But wait, there's more! Along with my QBO expertise, I also am a specialist in those softwares: 🖥️ Dext (formerly ReceiptBank) 🖥️ A2X 🖥️ Wagepoint 🖥️ ADP 🖥️ Gusto 🖥️ Fathom 🖥️ Harvest 🖥️ Asana 🖥️ Karbon 🖥️ Office 365 🖥️ Slack 🖥️ Google Workspace 🖥️ Stripe, PayPal, Square, etc. 🖥️ and many other 3rd applications which are fundamental for your day-to-day operations. 📞 𝗜𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗷𝗼𝗯 𝘀𝗼 𝘄𝗲 𝗰𝗮𝗻 𝗰𝗵𝗮𝘁. 📞 My areas of expertise include: 🎯 Setting up books from scratch, chart of account, bank rules, and so on. 🎯 Cleaning up messy books and making them up to date and ready for taxation purposes 🎯 Managing accounts receivable & accounts payable 🎯 Setting up and managing payroll processes 🎯 Integration of various apps into Quickbooks Online 🎯 Catching up and cleaning up financial records via bank and other accounts reconciliation 🎯 Sales tax compliance and preparation of sales tax reports 🎯 Preparing financial statements (Balance Sheet, P&L, Cash Flow Statement, etc.) 🎯 Consistent upkeep and management (weekly, bi-weekly, monthly, etc.) 🎯 Providing financial planning and analysis, and cash-flow analysis Over the years, it has been my “specialty” to clean up messes in QuickBooks Online, get business books in order, and then maintain their integrity. The integrity of a company’s books is my goal with each business I work with. My goal is to help business owners analyze their business to make proper decisions to help their business grow. I take the "paper" out of paperwork to allow you to focus on your business. Note if required, I can sign an NDA before receiving any information from you. I hope you become one of my many happy clients. Reach out by inviting me to your project. I look forward to it! All the best, Christopher Carpenito

Financial Services
Finance & Accounting
Problem Solving
Automation
Expense Reporting
Financial Statement
Tax Planning & Advisory
QuickBooks Online
Forecasting
Bank Reconciliation
Account Reconciliation
Cash Flow Analysis
Chart of Accounts
Accounts Payable
Bookkeeping
Accounts Receivable
$50 hourly
Thomas V.
- 5.0/5
- (5 jobs)
Hi! I'm a financial analyst with experience in financial modeling, forecasting, content writing, and financial presentations. I'm result-oriented, committed, enthusiastic and driven about my work. Whatever your needs are in the area of finance, let's chat. * Modeling Experience: 3 statement financial models, DCFs, Trading/Transaction Comps * Content Writing Experience: Research Reports, Blog Posts, PowerPoint presentations, Pitch Decks * Product Knowledge: Stocks, Bonds, Options, Derivatives, Crypto, Tech, Startups * 5 years of Banking & Capital Markets experience My finance expertise spans capital markets and the venture funding space.

Financial Services
Pitchbook
Finance & Accounting
Business Intelligence
Forecasting
Financial Projection
PPTX
Financial Modeling
Presentations
Financial Report
Microsoft Excel
Financial Analysis
Financial Writing
$175 hourly
David B.
- 5.0/5
- (26 jobs)
Background I spent years in private equity and have helped multiple high-growth startups scale their business, mainly through providing managerial and financial guidance/robustness. Pairing my finance background with early-stage operational experience enables me to provide clients with comprehensive guidance across various domains. Track Record To date, I have helped +20 companies, in aggregate worth +$100M, with fine-tuning their operations, raising capital, and developing/refining their financial infrastructure. I am always more than happy to have a conversation, so please don’t hesitate to reach out. Best, David

Financial Services
Real Estate Financial Model
Real Estate Financial Modeling
Financial Model
FinTech
FinTech Consulting
Finance
Finance & Accounting
Financial Consulting
Startup Company
Forecasting
Real Estate Acquisition
Startup Consulting
Microsoft Excel
Startup Pitchbook
Financial Analysis
Financial Modeling
$80 hourly
Joshua A.
- 5.0/5
- (29 jobs)
AltKey Solutions | Josh A. 🌟 "Leading a team of Excel powerhouses, I bring the pinnacle of financial acumen and unmatched Excel mastery directly to your projects." 🌟 Hello! I'm a seasoned Finance Professional with a rich background in high-stakes environments, including a senior role at a top tier Private Equity firm and as an Investment Banking Associate at a major bank. With a proven track record of excellence, I am in the elite top 1% of Excel users globally. What sets me apart: * Excel Mastery: Not only do I create advanced financial models, but I also design solutions that streamline processes, enhance analytics, and drive efficiency. From intricate formulas to dynamic reports, I transform complex data into actionable insights. * Financial Expertise: My extensive experience in private equity and investment banking allows me to offer expert services in personal finance, portfolio management, and financial analysis. I am adept at turning financial chaos into structured, profitable strategies. * Project Leadership: As the leader of a team of highly skilled Excel users, I've successfully managed projects that demand precision, innovation, and strategic acumen. My hands-on approach ensures that every project is executed with the highest standards of excellence and accuracy. * Client-Centric Approach: With numerous freelance projects under my belt, I understand the dynamics of remote work and client relations. My commitment is to deliver top-tier results, tailored to meet the unique needs and objectives of each client. Your success is my priority. * AI Integration Expertise: My proficiency doesn’t stop at Excel; I am adept at incorporating advanced AI technologies to supercharge financial models and data analysis. This unique skill set allows me to leverage machine learning algorithms and natural language processing to provide predictive insights, automate complex tasks, and optimize financial decision-making. By integrating AI with traditional financial tools, I deliver future-ready solutions that keep you ahead in a rapidly evolving digital landscape. With a substantial track record in finance, developed through pivotal roles at top-tier institutions, I am well-prepared to offer exceptional value and insights from day one on Upwork. My extensive experience, acquired off-platform, positions me uniquely to contribute to projects that demand nuanced skills and meticulous attention. I am enthusiastic about utilizing my expertise to support a broader range of clients and initiatives on this global platform. Hiring me means you're not just getting an Excel expert; you're getting a strategic partner who will go above and beyond to ensure your financial strategies are sound, efficient, and effective. Let’s connect and discuss how I can bring your project to the next level of excellence. Your financial success is just an Excel sheet away!

Financial Services
Investment Strategy
Real Estate Financial Modeling
Financial Consulting
Small Business Administration
Financial Presentation
Financial Accounting
Finance & Accounting
Microsoft PowerPoint
Excel Macros
Excel Formula
Finance
Real Estate
Financial Modeling
Financial Analysis
Microsoft Excel
$32 hourly
Julien F.
- 5.0/5
- (15 jobs)
Bringing over 7 years of hands-on experience as a CFO, I specialize in providing tailored accounting and bookkeeping solutions to small and medium-sized enterprises. My focus is on optimizing financial operations to enhance efficiency and support business growth. Services offered : Comprehensive bookkeeping services Structuring and streamlining accounting systems Strategic financial analysis and advisory Proficient in utilizing the following accounting and data management software : QuickBooks Online (Certified ProAdvisor Advanced) Xero Accounting Wave Accounting Zoho Books Acomba Microsoft Excel Sage My goal is to serve as a trusted partner in your financial journey, providing practical solutions and actionable insights to drive your business success.

Financial Services
Xero
Finance & Accounting
QuickBooks Online
Bookkeeping
Financial Statement
Wave Accounting
Accounting Advisory
Income Statement
Balance Sheet
Bank Reconciliation
Microsoft Excel
Financial Accounting
Accounting
GAAP
Intuit QuickBooks
$35 hourly
Ingrit T.
- 5.0/5
- (4 jobs)
I have 5 years of experience on QBO, Xero, Gusto, Humi, Ramp, Float, and Bill.com as well. I am a Sr Finance Manager but I offer freelance services on reconciliation, clean ups, A/P, A/R,data entry, payroll processing, monthly financial reports. I am also an expert on financial modeling, variance analysis, budgeting, forecasting, and dashboards. Accomplished and results-driven professional with hands-on experience in creating bottom-line impact through financial management initiatives while complying with statutory and regulatory requirements Recognized for analyzing day-to-day financial processes and delivering quality guidance to senior management for informed decision-making regarding development of future financial plans. Demonstrated success in implementing advance financial/accounting systems, administering sizeable budgets, generating accurate forecasts, and delivering fiscally responsible strategies to overcome financial and accounting challenges. Articulate and refined communicator; adept at fostering partnerships with key stakeholders and building consensus across multiple organizational levels.

Financial Services
Data Entry
Finance & Accounting
Accounting Software
Forecasting
Budget Management
Payroll Accounting
Accounts Receivable
Accounts Payable
Account Reconciliation
Bank Reconciliation
Month-End Close Assistance
Financial Variance Analysis
Financial Planning
Bookkeeping
Accounting
$55 hourly
MariJo P.
- 5.0/5
- (193 jobs)
Hello! Hola! Welcome to my Upwork profile! 🙌 I am Marijo Patino, a curious and goal-driven Latin freelancer who is passionate about delivering outstanding results every time—the first time. 🤩 I have two specialized profiles here: 1. Market Research (including Lead Generation Support) I have created dozens of industry, market, company, and product reports, as well as competitive analyses for clients requiring specific data in dynamic sectors such as agri-health, CPG, finance, and technology. By summarizing complex information into insightful Word reports, I have saved clients time and money, enabling informed business decision-making. In addition, I leverage my market expertise in Canada to help global companies increase sales by connecting them with potential customers, providers, and distributors and turning these connections into sales opportunities. 2. Spanish/English Support: I am fluent in both languages and can help you translate any written document or media, either videos or audio. ---- So, if you need any of these services, why wait? Send me a message, and let’s start collaborating!

Financial Services
Technical Writing
Critical Thinking Skills
Project Management
Scientific Literature Review
Startup Consulting
Policy Analysis
Competitive Analysis
Quantitative Research
Quantitative Analysis
Data Analysis
Castilian Spanish
Finance & Accounting
$20 hourly
Jeremiah A.
- 4.9/5
- (182 jobs)
A Client dropped this comment with a 5-star review; ⭐⭐⭐⭐⭐ Jeremiah A. is one of the most talented writers in this field. He exceeded my expectations and provided me with a flawless article. Always available for communication and connection. If you are looking for the perfect Canadian/English writer. I highly recommend him." Welcome to my Upwork portfolio. I'm Jeremiah, a seasoned professional in the world of writing, editing, and proofreading. With a passion for crafting compelling content and refining texts to perfection, I bring a wealth of experience to the table. A Wordsmith at Your Service: I specialize in a wide range of writing genres, from creating captivating SEO-optimized articles and crafting unique copywriting to penning engaging blog posts and crafting thought-provoking policy documents tailored for educational institutions and businesses. My skills extend to report writing, persuasive marketing copy, website content, iGaming, Newsletters, Casino, Gambling, Blogs, Articles, Travel, Pets, impactful theses, and scholarly journal articles. I've also explored the realms of medical writing, USMLE Q/A preparation, content for the gambling and casino industry, insights into the world of cryptocurrency. Some of the other articles I write include : - Technology - Travel and Adventure - Health and Wellness - Finance and Investing - Home Improvement and DIY - Food and Cooking - Personal Development - Fashion and Beauty - Environment and Sustainability - Entertainment and Pop Culture - Science and Technology - Education and Learning - Sports and Fitness - Parenting and Family - Career and Work-Life Balance - Travel Tips and Guides - History and Culture - Relationships and Dating - Motivation and Inspiration - Gaming and Technology Master of Proofreading and Editing: My proofreading services are characterized by meticulous attention to detail. When you entrust me with your document, I'll provide you with two versions: one meticulously edited with Track Changes, and another with all changes accepted, ready for publication. Expect valuable comments to enhance your text and an errata list for a comprehensive overview. I've had the privilege of working with esteemed clients such as Snowflakes, The Sun newspaper, Daily Trust (including a 2015 article on the perils of nuclear mass), and Career Karma. A Passion for Cryptocurrency and SEO Expertise: My love for cryptocurrency and blockchain technology is mirrored in my ability to craft informative and engaging content in this space. Whether you need articles, blog posts, or insights into the dynamic world of crypto and NFTs, you can count on my expertise. My SEO skills ensure that your content ranks well in search engine results, driving organic traffic to your platform. Ebooks That Capture Hearts: I've ventured into the world of ebooks, creating compelling romance tales and captivating adventures for children. If you're looking for ebook content that engages readers and keeps them hooked, you've come to the right place. I also write non fiction books ranging from Romance Novels, Mystery and Thriller ,Science Fiction and Fantasy, Self-Help and Personal Development, Non-Fiction and Memoirs, Cookbooks and Food, Health and Wellness, Business and Finance, Parenting and Family, Travel Guides, History and Biography, Educational and Academic, Science and Nature, Religion and Spirituality, Poetry and Literature Why Choose Me: My credentials include a Bachelor's and Master's degree in English. This academic background equips me with the precision and style required for theses, journal articles, and corporate texts. Having worked as both a freelance writer and a copywriter, I understand the challenges and expectations from both perspectives. With a sharp eye for detail, a command of the English language, and a dedication to perfecting written content, I offer an executive-level service that ensures your text is polished, accurate, and easily comprehensible. Let's Collaborate: If you have a specific project in mind, whether it involves creating compelling content, refining existing text, or exploring the crypto and NFT landscape, don't hesitate to reach out. I'm here to enhance your content and exceed your expectations. The results will speak for themselves. Feel free to contact me to embark on a journey of refined and engaging content creation or perfecting your existing text. Your words, my expertise – a winning partnership.

Financial Services
Content Editing
Writing
Proofreading
Scriptwriting
Artificial Intelligence
Gambling
Cryptocurrency
Health & Fitness
Website Copywriting
Editing & Proofreading
Content Writing
Copywriting
Finance & Accounting
SEO Writing
Blog Writing
Ebook Writing
Gaming
$30 hourly
Chidinma N.
- 4.9/5
- (36 jobs)
Welcome to my profile! As a prolific writer with a passion for crafting compelling content, I offer a unique blend of creativity and professionalism. Whether you're in need of captivating copy, engaging blog post, or polished finance article, I have the skills and expertise to bring your vision to life! With my background in finance, I have a deep understanding of topics such as stocks, personal finance, and cryptocurrencies. But my expertise doesn't stop there - I am also a skilled technical writer with a talent for crafting detailed guides, how-to articles, and in-depth reviews. In addition to my writing skills, I am proud to have received outstanding client reviews and consistently exceed expectations with each project I undertake. My commitment to delivering high-quality work, on-time and on-budget, is paramount to my success as a freelancer. I am dedicated to providing you with engaging, informative, and well-researched content that resonates with your target audience. On that note, let's discuss how I can help bring your project to life and take your content to the next level!

Financial Services
YouTube
Travel Writing
Scriptwriting
Social Media Management
Blockchain
Article Writing
DeFi
Virtual Assistance
Cryptocurrency
Content Writing
Blockchain, NFT & Cryptocurrency
Copywriting
Finance & Accounting
Travel & Hospitality
SEO Strategy
$10 hourly
Waseem H.
- 5.0/5
- (11 jobs)
🌟 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 𝐅𝐫𝐞𝐞𝐥𝐚𝐧𝐜𝐞𝐫🌟 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫🌟 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬🌟 𝐂𝐥𝐞𝐚𝐧𝐮𝐩🌟 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧🌟 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭🌟 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫🌟 𝐗𝐞𝐫𝐨🌟 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 𝐀𝐝𝐯𝐚𝐧𝐜𝐞 𝐏𝐫𝐨𝐀𝐝𝐯𝐢𝐬𝐨𝐫🌟 𝐗𝐄𝐑𝐎 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐀𝐝𝐯𝐢𝐬𝐨r🌟 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠🌟𝐖𝐚𝐯𝐞🌟𝐏𝐫𝐨𝐟𝐢𝐭 & 𝐋𝐨𝐬𝐬 Hello there! I'm Waseem Hassan, a seasoned bookkeeper with a passion for transforming complex financial data into clear, actionable insights. I specialize in keeping your records pristine and up-to-date—so you can focus on what really matters: growing your business. What I Bring to the Table: Accurate Record-Keeping: I ensure every transaction is captured and organized with precision. Timely Reporting: Regular, easy-to-read financial reports that empower informed decision-making. Efficiency with Tools: Proficient with Dext, Hubdoc, QuickBooks, Xero, and other accounting systems. Quick to learn new tools that help streamline your processes. Customized Solutions: Tailored services that fit your unique business needs, no matter the size or industry. Clear Communication: Keeping you in the loop with friendly, prompt updates and transparent reporting. Why Work With Me? Reliability: I’m committed to meeting deadlines and exceeding your expectations. Attention to Detail: Every number matters, and I take pride in ensuring nothing slips through the cracks. Client-Centered Approach: Your business is unique, and my services are designed to adapt to your specific requirements. Proven Track Record: A history of helping clients simplify their bookkeeping, improve efficiency, and gain valuable financial insights. Let’s simplify your financial processes together! Feel free to reach out so we can discuss how my expertise can support your business growth. Looking forward to working with you!

Financial Services
Finance & Accounting
Payroll Accounting
Payroll Reconciliation
Income Statement
Bank Reconciliation
Tax Preparation
Accounting Tools Setup
Balance Sheet
QuickBooks Online
Xero
Wave Accounting
Zoho Books
Account Reconciliation
Accounts Payable
Bookkeeping
$35 hourly
Ali K.
- 4.4/5
- (122 jobs)
Welcome to my Upwork profile! Get ready to unlock your project's full potential as we embark on a collaborative journey towards success. 🏆 Certified Public Accountant (Australia), ACA, QuickBooks Online Certified ProAdvisor, and QuickBooks Elite Partner, I bring extensive expertise in tax laws, financial reporting, and tax preparation to the table. 🔵With over 14 years of bookkeeping and accounting experience, including 5 years with PwC, I have served more than 500 businesses. As a full-time freelancer, I specialize in managing accounting and bookkeeping for small businesses, offering exceptional expertise in these areas. ✅ I am committed to maintaining accurate and up-to-date financial records, collaborating closely with clients to ensure correct transaction recording, up-to-date bank reconciliations and reliable financial statements. 🔵Specialized in Bookkeeping: -10+ years of experience -Advanced QuickBooks Online Certified ProAdvisor -ACCA (IFRS Accounting/Consulting) -Expert in Financial Modelling 🔵Experience in Accounting applications: -QuickBooks Online and Pro -XERO -Odoo -FreshBooks -Wave apps -Zoho Books -Oracle Netsuite Using these platforms, I provide customized solutions to clients, including managing accounts payable and receivable, reconciling bank statements, preparing financial statements, and supporting needs. 🔵Productivity Tools: -Dropbox -Google Drive -Microsoft OneDrive -MS Excel -MS Word -OneNote -Screencast -Hubstaff Time Tracker 🔵 As a financial analyst and expert in financial modeling, I bring invaluable experience in business target/goal setting, financial analysis, scale-up strategy, cash flow management (Profit-First Method), and valuations. ✅My expertise includes: -In-depth financial analysis -Financial budgeting and forecasting using statistical tools -Identifying business KPIs -Cash flow projections and management -Cost management functions -Strategic analysis of proposed business engagements -Assisting management in innovating existing business models -Business valuations - Developing and implementing financial strategies to support the growth and success of the company. - Ensuring compliance with financial regulations and standards. - Providing financial advice and guidance to management and stakeholders. - Building and maintaining relationships with financial institutions, investors, and other stakeholders. - Scenario Analysis - ROI & Payback period calculation - Key financial ratios 🔵Why you should hire me: -Quick learner, reliable, and detail-oriented -Long-term relationship mindset -Commitment to timely project completion -On-time delivery -Prompt and informative communication -High-quality service -Free, no-obligation discussion about your business requirements If you seek high-quality work with completeness and accuracy, HIRE ME! "FREE BOOKKEEPING CONSULTATION CALL"

Financial Services
Balance Sheet
Finance & Accounting
International Accounting Standards
QuickBooks Online
Xero
Accounts Payable
Bank Reconciliation
Accounts Receivable
Accounting
Chart of Accounts
Accounting Software
NetSuite Development
Oracle NetSuite
Bookkeeping
Intuit QuickBooks
$35 hourly
Piyush J.
- 5.0/5
- (7 jobs)
I hold the Chartered professional accountant certification from CPA, Ontario. I am also a qualified Chartered accountant from ICAI and Company secretary from ICSI. I have strong academic acumen with determination and grit to overcome challenges. Currently, I am freelancing in treasury, accounting, taxation and related finance assignments. In the span of 8+ years of my career, I have been able to make strong professional reputation amongst my present clients. I bring skills in core finance area like cash flow, fund flow, working capital analysis, project modelling, business planning, tax and accounting advisory, calculating ROI on a project for decision making to serve my potential clients. I have excellent command over Microsoft office, SAGE, Oracle and SAP.

Financial Services
Financial Reporting
International Taxation
Bookkeeping
CPA
Tax Law
Accounting
Business Planning & Strategy
Tax Accounting
Corporate Finance
Project Finance
Business Analysis
Finance & Accounting
$25 hourly
Salman C.
- 5.0/5
- (13 jobs)
Welcome to my Upwork profile! Get ready to unlock the success of your business! 🏆 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. ✅ 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. 🔵 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 🔵 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 🔵 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. 🔵 Bookkeeping and Accounting Expertise: ✅ Expert in maintaining accurate financial records and ensuring compliance with accounting standards ✅ Proficient in QuickBooks Online and other accounting software ✅ Efficient in managing accounts receivable and accounts payable ✅ Skilled in bank reconciliations and ledger management ✅ Strong attention to detail and organizational skills to manage financial data effectively ✅ Experienced in preparing monthly, quarterly, and annual financial reports ✅ Ability to streamline bookkeeping processes and improve financial accuracy 🔵 Specialized in Financial Management & CFO Services: ✅ 15+ years of experience in large organizations ✅ 300+ businesses served ✅ Information Memorandum for Businesses ✅ IFRS/Accounting Expert ✅ Business Projections & Financial Modeling Expert ✅ Development of Policies & Procedures ✅ Business Process Improvement and Profitability Optimization 🔵 Experienced CFO Offering Fractional CFO Services: ✅ Budgeting & Forecasting ✅ Business Planning ✅ Cashflow Management ✅ Investment Management ✅ Financial Insights, Reporting, and Dashboards ✅ Business Valuations Let's work together to achieve your business goals and ensure your financial success!

Financial Services
Tax Accounting
Financial Projection
Financial Analysis
Accounting Basics
Intuit QuickBooks
Payroll Accounting
Accounts Receivable
Business Plan
Bank Reconciliation
Accounts Payable
Financial Modeling
Finance & Accounting
Bookkeeping
$25 hourly
Loraine C.
- 4.8/5
- (271 jobs)
TOP-RATED PLUS I 250 + JOBS l 800 + HOURS SEO content writing YouTube script writing Creative writing Creating quality, engaging and informative content requires an understanding of both the industry and its audience. With over 11 years of online writing experience in the English language, I've developed skills and experience for creating compelling and SEO-friendly content. I focus on creating content that is engaging and helpful to the reader, ensuring that it meets both informational and entertainment needs to keep them reading. Over the years, I have helped clients across the globe improve their online presence, visibility, and traffic through strategically created content. Whether it's blog posts, articles, reviews, web pages or guides, my writing can cater to all content requirements across all topics. I pride myself on my deep understanding of SEO from researching and including industry-relevant keywords, to structuring content in a way that improves its visibility. My work goes beyond just delivering content, as I dedicate time to staying on top of SEO updates to ensure the accuracy and relevance of the content I create. My focus is always on providing value to readers while helping my clients achieve their business goals.

Financial Services
SEO Keyword Research
Ad Copy
Finance & Accounting
Gambling
SEO Writing
Marketing Strategy
Article Writing
Website Content
Content Writing
Blog Writing
Search Engine Optimization
Copywriting
English
Article
$95 hourly
Jesse O.
- 5.0/5
- (36 jobs)
With a career spanning over 15 years in the finance industry, I've been fortunate to amass experience in numerous domains. I've traded tens of thousands of discretionary accounts in a single day as a Client Portfolio Trader. I've managed multi-billion dollar tactical asset allocation calls as a Portfolio Operations Manager. I've been responsible for a group of flagship, multi-asset class funds exceeding $4B in AUM as a Product Manager. This background is the foundation of my financial writing. It's helped me produce hundreds of valuable articles and thousands of engaging social media pieces for fund managers, banks, newspapers, and financial literacy programs. I've held the CFA charter since 2017.

Financial Services
US English Dialect
Content Marketing Strategy
White Paper
Social Media Content
Content Writing
Editing & Proofreading
Microsoft Excel
Copy Editing
Infographic
Microsoft PowerPoint
Financial Writing
Chartered Financial Analyst
Copywriting
Finance & Accounting
$80 hourly
Sergio Eduardo Nazareno D.
- 5.0/5
- (6 jobs)
⚡𝑼𝒏𝒍𝒐𝒄𝒌 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔’𝒔 𝒑𝒐𝒕𝒆𝒏𝒕𝒊𝒂𝒍 𝒘𝒊𝒕𝒉 𝒎𝒚 𝑭𝒓𝒂𝒄𝒕𝒊𝒐𝒏𝒂𝒍 𝑪𝑭𝑶 𝒔𝒆𝒓𝒗𝒊𝒄𝒆𝒔.⚡ 👋𝐌𝐞𝐞𝐭 𝐒𝐞𝐫𝐠𝐢𝐨: A highly experienced Fractional CFO with 15 years of proven success driving financial performance and strategic growth across diverse industries. I specialize in Setting up and Optimizing Finance Departments, leveraging reinvestment strategies to transform businesses into multimillion-dollar enterprises. With tailored solutions for SaaS businesses, I will set up your accounting systems, track key performance indicators, and develop financial models to support your growth. My services ensure that your financial reporting is not only accurate and GAAP-compliant but also presented in a clear and actionable way, empowering you to make informed decisions for your business. 𝑰 𝒄𝒂𝒏 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒊𝒏 𝒕𝒉𝒓𝒆𝒆 𝒌𝒆𝒚 𝒂𝒓𝒆𝒂𝒔: 𝟏. 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧: 𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩: I will set up your accounting systems, including 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎) for bank and credit card integration, Gusto for payroll, bill.com for accounts payable, and 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐁𝐚𝐧𝐤 for document management. I can also integrate tools like Expensify and TSheets. I will create customized processes for your 𝐒𝐚𝐚𝐒 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, resulting in a GAAP-compliant monthly report that’s ready for your Board or CFO. 𝟐. 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐥𝐞𝐫: 𝐊𝐏𝐈𝐬 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: I will analyze trends and discuss key developments in regular meetings. I will provide important 𝐒𝐚𝐚𝐒 𝐊𝐏𝐈𝐬 such as 𝐌𝐑𝐑, 𝐀𝐑𝐑, and churn to give you insights into your business performance. 𝟑. 𝐂𝐅𝐎: 𝐅𝐨𝐫𝐰𝐚𝐫𝐝-𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 I will address specific challenges, such as: ▸Building financial models for fundraising (I've raised millions in the SaaS space) ▸Creating and tracking budgets, including sales targets and hiring budgets ▸Managing short-term cash flow for accounts payable and receivable. 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲: ⭐Financial Management and Reporting ⭐GAP Analysis and Cost Reduction ⭐Strategic Planning and 5-Year Plans ⭐Streamlining Operations and Processes ⭐Raising Capital and Financing 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: 🏷Budgeting and Forecasting 🏷Financial Modeling and Analysis 🏷Investor Pitch Decks 🏷KPI Reporting Dashboards 🏷Budget Analysis 🏷Business Plan Pro-Forma 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: ➡Fractional Controller Services ➡Month-End Close and Reporting ➡Full-Service Bookkeeping ➡Inventory Accounting and Fixed Assets ➡Internal and External Audits ➡Business Tax Preparation 💡 𝐌𝐲 𝐠𝐨𝐚𝐥 𝐢𝐬 𝐭𝐨 𝐛𝐞 𝐲𝐨𝐮𝐫 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐩𝐚𝐫𝐭𝐧𝐞𝐫, helping you optimize cash flow, manage investments, and navigate mergers with tailored solutions that drive long-term success. 💡 𝐈 𝐮𝐭𝐢𝐥𝐢𝐳𝐞 𝐚 𝐫𝐚𝐧𝐠𝐞 𝐨𝐟 𝐭𝐨𝐨𝐥𝐬 including Excel/VBA | R | MATLAB | Tableau | Bookkeeping and Power BI to efficiently manage financial processes and deliver actionable insights. 💡 𝐈 𝐰𝐢𝐥𝐥 𝐒𝐞𝐫𝐯𝐞 𝐲𝐨𝐮 𝐢𝐧: Fractional CFO | CFO | CFO Financial Analyst | Chief Financial Officer | Virtual CFO | Experienced start-up CFO | Fractional CFO support | Virtual CFO | Financial Modeler | Business & Financial Analyst | Financial Management | Financial Reporting | Financial Reporting | Financial modeling | Financial Modeling | CFO Financial Modeler | Financial Analysis and Modeling | Financial Plan | Business Management | Financial Report | Financial Analysis | Budgeting and Forecasting | Investment Management | Cash Flow Optimization | Risk Management | Mergers and Acquisitions Advisory | Budgeting & Cost Control | Financial Reporting & Analysis | Cash Flow Management | Compliance & Risk Mitigation | Business Process Investment & Capital Allocation | Tax Planning & Audit Support | Forecasting | Investment analysis | Investment Analyst | Investment Advisor | Investor Pitch Deck | Investment Writer | Investment Fund | Investment Consultant | Investment Coach | Investment Research | Real Estate Investment Analysis | Investment Pitch Deck | Investment Strategy | Budget Planning | Acquisitions | Cost Management | Financial Analysis & Valuation | Microsoft Excel | Finance | Valuation Expert | Visualization Expert | Accounting & Taxation | Financial Planning | Fundraising | Valuation | Financial Valuation | Financial model | Financial Modelling Expert | M&A Due Diligence | Business Valuation | Business Plans & Valuation Expert | Business Valuation and Forecasting | Excel Expert | Private Equity | Business Planning and Pitch Deck Expert | Account Management | Accounting | Company Valuation | Budget Proposal | Business Plan development | Startup Consulting | Financial Accounting | Financial Reporting | Management Consulting | Tax Preparation. Let’s connect and reshape your financial future together. Looking forward to meeting you. Thanks!

Financial Services
Finance & Accounting
Account Management
Certified Financial Planner
Financial Model
Financial Statement
Financial Reporting
Financial Management
Financial Modeling
Financial Analysis & Valuation
Management Accounting
Visual Basic for Applications
Financial Analysis
Accounting
Financial Report
Financial Accounting
$50 hourly
Stephanie B.
- 5.0/5
- (12 jobs)
Specializing in investment, stock markets, personal finance, and retirement, I have written for various companies such as The Motley Fool, TipRanks, CCN, Robinhood, and Seeking Alpha. I'm also interested in writing about other topics and copywriting. While my writing experience is mostly in English, I can also write in French. Besides my writing skills, I'm also good at translating, editing, and proofreading.

Financial Services
Proofreading
Investment Research
Translation
Audio Transcription
Writing
Equity Research
Financial Writing
SEO Keyword Research
Finance & Accounting
French
$50 hourly
Erica C.
- 5.0/5
- (4 jobs)
Experienced KYC AML Professional and was trained in the biggest banks of the financial industry. Prior to freelancing, I used to work for Citibank Philippines as a KYC AML Analyst. My roles include conducting, searching, and reviewing documentation on the existing clients of Citibank Asia Pacific region. I used to perform anti-money laundering measures through reviewing of transaction records and made use of analytical risk assessments. Coordinates with the Investment Banking and Compliance department on how to evaluate clients according to established policies and procedures. I am highly driven in my job and a high adaptability in environment as I have lived in different countries (Saudi Arabia, Philippines, Canada). I can work under pressure but can still deliver high quality work. Previous affiliations: Integreon Managed Solutions (2016-2018), Mynt (Globe Fintech Innovations Inc.) (2018-2019).

Financial Services
Company Research
Microsoft Excel
Financial Report
Regulatory Compliance
Accuracy Verification
Anti-Money Laundering
Academic Research
Data Entry
Investment Banking
English
Finance & Accounting
$80 hourly
Charlie L.
- 5.0/5
- (3 jobs)
👋 My specialty is delivering value through mathematical precision in planning, analysis, and the optimization of your company's economics. Whether it's financial modeling, PowerBI analytics, data science, or business modeling, know that it can be used to derive rules that optimize your business performance. ✅10+ years of experience in: Financial Planning & Analysis (FP&A) Corporate/Enterprise Performance Management (CPM, EPM) Data Analytics B2B SAAS & E-Commerce 🔘Notable Clients: Coca Cola Morgan Stanley Nutanix Red Bubble Nandos Entertainment One HMS Host

Financial Services
Startup Company
Forecasting
Financial Consulting
Startup Consulting
Sales Engineering
Inventory Management
SaaS
Ecommerce
Fundraising
Financial Reporting
Budget Planning
Financial Analysis
Budgeting & Forecasting Software
Finance & Accounting
Data Analysis Consultation
$200 hourly
Daniel L.
- 5.0/5
- (7 jobs)
You didn't start a business so you could become an accountant (I did!) I help business owners grow their sales and become more profitable. I will take care of the numbers allowing you to focus on what you do best. I am a Chartered Professional Accountant (CPA) with more than 7 years of experience in the public accounting industry. I take a proactive approach to my clients' personal and business situations to help them achieve their goals through: ✅ Financial advisory: Large companies have entire departments of accountants and analysts making sure their business is making the best financial decisions and maximizing profit. I believe that small and medium businesses deserve that same level of care and attention behind their decision making. ✅ Canadian & US corporate and personal taxation: I help my clients with a proactive tax plan that keeps them compliant with tax laws but also working to make sure they do not overpay tax. I work to address issues before they become a problem and help clients navigate the complexities of Canadian and cross-border tax regulations with confidence. ✅ Cloud accounting & bookkeeping: No more paper receipts and invoices! I want your bookkeeping to be as easy and pain-free as possible. I will review your current software set-up and make sure your accounting system is (1) secure and backed up digitally, (2) efficient and easy to use, (3) gives you the financial information you need to make good business decisions. ✅ Strategy and business consulting: A lot of small business owners are stuck on day to day problems like making sure they have the working capital to make payroll or get through the next few months. Where do we go once we have solved these kinds of problems? I will work with you to make sure you have a strategic and operational financial plan that will help you achieve your long-term vision and goals. How do we make your business start to work for you? I am dedicated to providing the highest level of professionalism and personalized attention. I look forward to discussing how we can work together!

Financial Services
Management Consulting
Finance & Accounting
Accounting Advisory
Corporate Tax
Financial Consulting
Accounting
$65 hourly
Kelly K.
- 5.0/5
- (46 jobs)
👋𝗘𝘅𝗽𝗲𝗿𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝘄𝗿𝗶𝘁𝗲𝗿. ⌛𝗖𝗣𝗔 𝘄𝗶𝘁𝗵 𝟭𝟬 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲. 𝗨𝗦 𝗰𝗹𝗶𝗲𝗻𝘁 𝗳𝗼𝗰𝘂𝘀. 🙂𝟱𝟬+ 𝗵𝗮𝗽𝗽𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 🎯𝗣𝗿𝗼𝘃𝗲𝗻 𝗿𝗲𝘀𝘂𝗹𝘁𝘀. ❌𝗡𝗼 𝗔𝗜 𝘄𝗿𝗶𝘁𝗶𝗻𝗴 Hey there! I'm Kelly, and I will help you 𝗱𝗿𝗶𝘃𝗲 𝗼𝗿𝗴𝗮𝗻𝗶𝗰 𝘁𝗿𝗮𝗳𝗳𝗶𝗰 to your website and 𝗯𝘂𝗶𝗹𝗱 𝗮𝘂𝘁𝗵𝗼𝗿𝗶𝘁𝘆 with your target audience through engaging blog articles and content. 📞 Invite me to your project on Upwork or 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗱𝗶𝗿𝗲𝗰𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 if you’d like to discuss your project together. 𝗧𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝗮𝘁 𝘀𝗲𝘁𝘀 𝗺𝗲 𝗮𝗽𝗮𝗿𝘁 𝗳𝗿𝗼𝗺 𝗲𝘃𝗲𝗿𝘆𝗯𝗼𝗱𝘆 𝗲𝗹𝘀𝗲 𝘆𝗼𝘂 𝗰𝗼𝘂𝗹𝗱 𝗵𝗶𝗿𝗲 𝘁𝗼 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝘄𝗶𝘁𝗵 𝗨𝗽𝘄𝗼𝗿𝗸: ✅ I know what finance and technology professionals want to read, so I put in the work to write engaging content that gives readers real value. ✅ My clients see material increases in website visits. Each blog article and content piece is fully optimized for SEO and authority. ✅ Complex information is distilled into easy-to-understand information that readers can easily take away and apply to their businesses. ✅ I suggest blog and content topics based on SEO research and what topics clearly resonate with your target audience. 𝗠𝗼𝗿𝗲 𝗔𝗯𝗼𝘂𝘁 𝗠𝗲 Finance and accounting professional (CPA) who excels at storytelling and finance, featured on prominent fintech, SaaS, B2B, accounting, technology, and entrepreneur websites. I support small businesses and large enterprises by crafting targeted content based on your audience's needs. My financial and business expertise helps me deliver exceptional marketing copy. I have the UpWork rating distinction of Top Rated Plus. A majority of my clients are long-term. My expert niches include: -Fintech/SaaS -Business writing -Personal Finance/Financial Planning -Financial Markets/Investing -Accounts Payable/Accounts Receivable Automation -Residential real estate -Commercial real estate and development I specialize in: -Content creation for B2B and B2C -SEO -Website copywriting -Editing/Proofreading -Ebooks -WordPress -Scripts Example clients: -Enterprise-level Fintech -Personal finance SaaS -FP&A and ERP SaaS -Accounting firms -Fractional CFO services -Self-storage and multi-family home developers -SaaS Startups - B2B and B2C -Private Equity/Alternative Assets

Financial Services
Ghostwriting
Lead Magnet
SEO Writing
Information & Communications Technology
Website Copy
Website Optimization
Website Copywriting
White Paper Writing
Accounting Advisory
Copywriting
Blog Writing
Social Media Content
Blog Content
Finance & Accounting
Personal Finance & Wealth Management
$50 hourly
Carrie H.
- 5.0/5
- (16 jobs)
I provide small businesses in Ontario, Canada with high quality and effective bookkeeping and accounting services using QuickBooks Online. I have a Bachelor of Commerce degree in Accounting & Finance and have been working in accounting and bookkeeping roles for over seven years. I have experience with a wide range of companies including service, retail, sole proprietorships, and corporations. I'm always excited to work with new business owners, learn about new industries, and expand my knowledge!

Financial Services
QuickBooks Online
Tax Law Compliance
Payroll Reconciliation
Microsoft Office
Corporate Tax
Bookkeeping
Finance & Accounting
Taxes
General Ledger
Tax Preparation
Invoicing
Microsoft Excel
Payroll Accounting
Intuit QuickBooks
$50 hourly
Adam B.
- 4.8/5
- (1 job)
Hello! I'm a versatile editor with a degree in Human Resources and extensive experience in the publishing industry. Having worked with diverse clients, I specialize in refining manuscripts, resumes, cover letters, and LinkedIn profiles to make them polished and impactful. As the owner of my own business, I understand the importance of clarity, professionalism, and effective communication. Whether you're a job seeker aiming to stand out or a writer striving for perfection, I bring a keen eye for detail, exceptional writing skills, and personalized service to every project. Let's work together to achieve your goals!

Financial Services
Employment Law
Mathematics Tutoring
Company Policy
Proofreading
Change Management
Academic Editing
Human Resources Compliance
Customer Engagement
Benefits
Human Resources Consulting
Customer Service
Communications
HR & Business Services
Human Resource Management
Finance & Accounting
$50 hourly
Javeria Z.
- 5.0/5
- (1 job)
PROFILE Dedicated and quick learning CPA with experience developing and implementing accounting functions, processes and controls that constantly improve P&L scenarios. Expert at establishing budgets, forecast, and lasting business relationships to ensure goal-surpassing fiscal performance. CAREER HIGHLIGHTS * Team Player: Contributed to setting strategic direction as a member of Strategic Planning Committee. * Attention to detail: Reduced report preparation time by 40% by redesigning 10+ financial reports in Excel. * Accountable: Handled 8+ projects general accounting and report submission following strict deadlines. * Problem solving: Identified weaknesses in existing software and successfully implemented new software, identified internal control weakness, developed and implemented new policies and procedures. * Analytical skills: Increased data accuracy by 34% for revenues ($286 million) by reviewing documentation.

Financial Services
Nonprofit Industry Consulting
Religious, Charitable & Nonprofit
Taxes
Bookkeeping
Microsoft Office
CPA
Finance & Accounting
Financial Analysis
Software
Cost Accounting
Data Analysis
Intuit QuickBooks
Accounting
SAP
Microsoft Excel
$45 hourly
Ameni N.
- 5.0/5
- (1 job)
Greetings! Are you in need of a seasoned Business & Financial Consultant with a diverse background across multiple industries? Your search ends here! With over 5 years of experience in Finance, I've traversed the realms of technology, insurance, and private lending companies, gaining invaluable insights and honing my skills along the way. Holding a Master's degree in Risk Assessment and Management in Finance and Insurance, I bring a unique blend of expertise to the table, ensuring meticulous attention to detail and a deep understanding of risk management principles. Here's what sets me apart: 1. Comprehensive Financial Analysis: My extensive experience enables me to dissect complex financial data and provide actionable insights tailored to your specific needs, whether it's optimizing budgets, forecasting future performance, or assessing investment opportunities. 2. Risk Management Expertise: Armed with a solid foundation in risk assessment and management, I approach every project with a keen eye for identifying potential risks and implementing strategies to mitigate them, safeguarding your financial interests. 3. Professionalism and Reliability: As a responsible and trustworthy professional, I prioritize delivering high-quality work that exceeds expectations. You can count on me to maintain open communication, meet deadlines, and uphold the highest standards of professionalism throughout our collaboration. Services I Offer: - Financial Planning & Analysis - Budgeting & Forecasting - Risk Assessment & Management - Financial Modeling - Business Strategy Development - Investment Analysis - Monthly/Quarterly Financial Reporting - Data Analysis & Visualization Why Choose Me? - Proven Track Record: I have a demonstrated history of delivering results-driven solutions tailored to each client's unique needs, helping them achieve their financial goals. - Effective Communication: Clear and prompt communication is key to successful collaboration, and I pride myself on maintaining transparent and responsive communication channels. - Client-Centric Approach: I take the time to understand your specific requirements and objectives, ensuring that the solutions I provide are aligned with your vision and goals. Let's work together to optimize your financial strategies and drive sustainable growth for your business. Reach out today to discuss how I can support your finance-related endeavors!

Financial Services
IBM SPSS
SAP
Marketing Strategy
Social Media Management
Data Analysis
Data Entry
Virtual Assistance
Payroll Accounting
Business
Business Analysis
Bookkeeping
Finance & Accounting
Payroll Reconciliation
Financial Reporting
$125 hourly
Kay K.
- 5.0/5
- (2 jobs)
I have 15+ years of experience in Finance and Operations in startups, specialized in all back-office financial and operational strategy and implementation. I worked as CFO/COO role in 7 startups so far. - Growth plan and strategy - Budgeting/Forecasting/Financial Modelling - Operational strategy and implementation of new process - Quickbooks/NetSuite implementation - Setup of accounting/operations process and team

Financial Services
Startup Pitchbook
Lean Startup
Operational Planning
Financial Analysis
Budget Management
Financial Management
Finance & Accounting
Operations Analytics
Startup Consulting
Startup Company
Financial Projection
Financial Modeling
Financial Planning
$40 hourly
Mahfuz R.
- 5.0/5
- (10 jobs)
🌟 Bookkeeper/Accountant🌟 Corporation and Personal Tax🌟 Chartered Accountant from KPMG🌟 QuickBooks/Xero/Wave/ERP expert🌟 Books Cleanup🌟 Reconciliation🌟 QuickBooks Online Pro Advisor🌟Tech Savvy🌟 Bookkeeping🌟Wave🌟Profit & Loss, Balance Sheet preparation🌟 Reporting🌟 Hello! I'm Mahfuz, a highly skilled and detail-oriented Accountant and bookkeeper based in Ontario, Canada, with over 16 years of experience in global and Canadian Accounting and bookkeeping. I'm a licensed Tax preparer with the ability to do e-file for personal and business tax. I'm working at Perfect Tax and Accounting Solutions based in ON, Canada. I specialize in Personal and Business tax preparation and filing and financial management for businesses of all sizes. As a QuickBooks Certified ProAdvisor, I offer comprehensive bookkeeping services, from managing accounts to preparing accurate financial statements and tax filing preparation. My focus is on helping clients maintain precise, up-to-date records while ensuring compliance with Canadian accounting standards and CRA regulations. Services I Offer: 🌟 Catch-up and clean-up bookkeeping ready for T2 filing 🌟 Full-cycle bookkeeping: accounts payable/receivable, bank reconciliations, payroll processing, and expense tracking 🌟 Financial statement preparation: balance sheets, income statements, and more 🌟 Tax preparation assistance: collaborating with tax professionals for accurate, timely filings 🌟 QuickBooks setup and training for efficient financial management Data entry and organization to maintain accurate and accessible records Why Choose Me? 🌟 I’m a Chartered Accountant from KPMG having strong audit and accounting background. 🌟 Over 16 years of Canadian accounting & bookkeeping experience 🌟 Deep understanding of CRA regulations, GST/HST, and compliance requirements 🌟 QuickBooks Certified ProAdvisor, with extensive software knowledge 🌟 Proven ability to meet deadlines and deliver timely, 🌟 Reliable results Strong communication skills and ability to work across industries Expertise in streamlining bookkeeping processes for improved efficiency Certifications & Training: 🌟 QuickBooks Certified ProAdvisor 🌟 Managed bookkeeping for small businesses, freeing clients from administrative tasks Implemented cloud-based bookkeeping systems, enhancing real-time financial data access Reduced financial reporting errors and improved decision-making for clients If you need a reliable and experienced bookkeeper to manage your financial tasks and assistance with tax filings, I’m here to help. Let’s discuss your bookkeeping, accounting and tax needs and how I can contribute to your business’s financial success.

Financial Services
Finance & Accounting
Financial Accounting
Accounting Report
Tax Law Compliance
Tax Refund Submission
Tax Strategy
Tax Preparation
Tax Accounting
Accounting
Payroll Accounting
Accounting Software
Tax Return
Bookkeeping
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