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in the United Kingdom

I’m a Finance Manager and Banking Professional with 13+ years of experience in financial operations, credit administration, and business support. I help businesses maintain accurate financial records, manage payroll, support lending processes, and provide reliable administrative assistance. Currently working as a Finance Manager at SIDWEX Ltd, I oversee financial record-keeping, payroll management, leave administration, and daily office operations to ensure smooth and compliant workflows. My background in banking includes credit administration, lending support, compliance monitoring, risk assessment, and customer service. I hold an MSc in International Business with Data Analytics, which strengthens my ability to analyse financial data and support informed business decisions. I value accuracy, confidentiality, and clear communication. Let’s work together to keep your finances organised and your operations running smoothly.

Most service businesses don't have a lead problem—they have a follow-up problem. Leads go cold, appointments get missed, and manual work eats your time. I solve that by building complete automation systems that capture leads, follow up automatically, book appointments, and nurture customers. I specialize in GoHighLevel but also work with HubSpot, ActiveCampaign, Mailchimp, and Klaviyo. PLATFORMS I WORK WITH: GoHighLevel (GHL) • HubSpot • ActiveCampaign • Mailchimp • Klaviyo AUTOMATION & INTEGRATION TOOLS: n8n • Make • Zapier • Custom API integrations • Webhooks WHAT I BUILD: ✓ GoHighLevel CRM setup, optimization, migrations, and SaaS Mode ✓ Sales funnels and high-converting landing pages ✓ Automated email & SMS sequences and campaigns ✓ Lead capture, scoring, and intelligent routing ✓ Appointment booking, confirmations, and reminders ✓ AI chatbots and voice agents for lead qualification ✓ Missed-call text-back automation ✓ Customer journey workflows with conditional logic ✓ WhatsApp and multi-channel communication ✓ CRM migrations from any platform ✓ Custom automations using n8n, Make, Zapier ✓ KPI dashboards and performance analytics ✓ White-label agency and SaaS setup ✓ System cleanup and workflow optimization INDUSTRIES: Coaches • Marketing Agencies • Real Estate • Healthcare • Med Spas • Dental/Chiro • Law Firms • HVAC & Home Service • Fitness • Financial Services • E-commerce • Restaurants • Nonprofits • SaaS • B2B Services YOU GET: • Faster lead response times • Higher conversion rates • Less manual work • Fully documented systems • Training & handover • Ongoing optimization I maintain 100% Job Success Score on Upwork. I document every automation and fix anything that doesn't perform as agreed—at no extra cost. Your business shouldn't be held back by manual processes. Share your project details and let's build a system that scales your business.

I am a detail-oriented Finance and Accounting professional with a Master’s degree in Accounting & Finance, offering expertise in financial analysis, bookkeeping, administrative support, and AI-driven data review. I help businesses, researchers, and professionals produce accurate financial records, structured reports, and high-quality documentation. My background includes investment analysis, bookkeeping support, and business operations management, combined with strong attention to detail and analytical thinking. In addition to finance and administration, I work as an AI Data Contributor, where I review, validate, and refine structured outputs with strict accuracy and quality standards in Accounting and Finance. This experience strengthens my ability to detect errors, improve clarity, and maintain consistency across complex datasets and written materials. 🔹 What I can help you with: • Financial analysis, reporting, and forecasting • Bookkeeping, invoicing, and expense tracking • Administrative and virtual assistant support • Data entry and document management • Academic and financial report writing • Proofreading and editing • AI data review, validation, and quality control I am reliable, highly organised, and committed to delivering accurate, high-quality work on time. If you need a professional who combines analytical expertise with precision and efficiency, I am ready to support your project.

I’m a UX Writer and Content Strategist who helps SaaS companies and B2B businesses explain complex products clearly, improve user journeys, and create content that turns website visitors into customers. Whether you’re launching a new product, improving your existing website content or helping your customers understand what you offer, I’ll communicate your value in confident Plain English. I usually work fully asynchronously, so you’ll receive high-quality content to your brief and deadline without meetings or micromanagement. My services include: ✦ Landing pages and high-converting website copy ✦ Full website copywriting ✦ UX writing for digital products ✦ Case studies and business one-pagers ✦ Website audits with clear actions you can implement immediately Why clients hire me: ✦ Consistent, high-quality content delivered on time without meetings ✦ Clear communication and regular updates throughout the project ✦ A friendly, reliable collaborator who keeps things simple Many of my projects are commissioned by clients I have worked with before, and you can check the feedback in my profile for reassurance. I’m a strong fit for: ✦ Small businesses without in-house marketing, content or UX support ✦ Founders and teams who want someone they can trust to own content delivery ✦ SaaS and digital products with early-stage UX or UI challenges ✦ Teams that prefer structured, fixed-price projects with clear deliverables ✦ Business owners whose first language isn't English and require a Native English copywriter If you don’t have in-house content or UX specialists, I will guide you through what I’m doing, why it matters, and how it will support your business goals. And, if you've got a design or development team, I have the technical background to work with them. If you need conversion-focused content delivered without meetings, I’d love to help. 📩 Send me a message or click ‘Invite to job’ to get started. ------------- Client feedback: ★★★★★ “Rick is a diligent, efficient, and collaborative person to work with. His initial support has already proved essential to helping Leapwise improve our marketing offer.” James Sweetland, Senior Consultant, Leapwise (direct client). ---- ★★★★★ "Rick was consistently communicative and easy to work with. The asynchronous nature of the collaboration worked especially well for me, allowing space for reflection without pressure while still keeping things moving. I appreciated his thoughtfulness and professionalism throughout the process." Upwork client. ---- ★★★★★ "I've been raving about how easy Richard made it to have my code reviewed. The feedback was invaluable!" Upwork client, website audit. ---- ★★★★★ “Richard was the best freelancer (of many) I've worked with on Upwork. He is very dependable, quick and clear in communication, and I could trust that he could handle little hiccups independently. I did not need to micro-manage at all and was relieved to simply see the work being done in a fair and thoughtful way with great attention to detail. In the one instance where there was a hiccup (Wordpress glitch-not user error), Richard offered to absorb the 1-2 hrs it would take for him to re-do it sufficiently, even though it wasn't his fault. Standup guy, skilled, and great to work with. I'll be back next time I have a job that fits his skillset, for sure!” Upwork client. ---- ★★★★★ “Rick did great work and we were all thoroughly impressed. Highly recommended!” Upwork client. ---- ★★★★★ “Richard (Rick) has been doing a great job for us. He's organised, communicates clearly and does high quality work. We will definitely keep working with him.” Upwork client.

Chartered Financial Analyst and Certified Financial Modeling & Valuation Analyst specializing in financial analysis, financial reporting, financial modeling and business & equity valuations. I have worked in the banking, manufacturing and retail-pharmacy industries in the U.S. and U.K. I have extensive knowledge on financial reporting and analysis - U.S. GAAP and IRFS, equity, fixed-income and business valuations, forecasting, as well as sensitivity and scenario analysis. I am a self-starter with a strong work ethic and the ability to work independently. I have the ability to communicate complex financial information in a clear and understandable manner, which makes me an ideal freelance financial analyst. My analytical skills, attention to detail and ability to work under tight deadlines make me an ideal candidate for any project. I am committed to providing my clients with high-quality work and excellent service. I am always looking for new opportunities to work with clients who share my passion for financial success. If you are in need of a financial analyst to help you achieve your financial goals, please don't hesitate to reach out to me. I would be happy to discuss how I can assist you.

I'm an Upwork Expert Vetted freelancer placing me in this platform's top 1% of freelancers. I am also a subject matter expert (SME) in digital identity management and cybersecurity. All of my writing is my own, I do not use GenAI to create content. I deliver domain expertise on complex technology subjects, creating knowledge-led, evidence-based, engaging, and readable tech content that interests readers. My content is rich, while meeting the requirements for robust SEO and GEO. I have created content for many startups to develop their website and position them with a recognized domain presence. As one of the most influential women in technology in the UK in 2020, 2021, 2022, 2023, and 2024 (Computer Weekly), I have the background to understand your products quickly. I use this knowledge to create a domain expert voice for C-level and management. My key areas of focus are cybersecurity, authentication and authorization, online identity, data privacy, security awareness training, and regulatory compliance. I regularly write on topics that impact the financial sector, such as money laundering, fraud, identity, KYC/CDD, AML, open banking, and financial regulations. Areas covered include emerging technologies and regulatory compliance, such as HIPAA, GDPR, ISO 27001, and PSD2 / PSD3. I have columns in CSOOnline and CyberNews. I am also published in IoTforAll, Electronics 360, and Information Age. My versatility comes from having spent much time in start-up companies and being responsible for creating sales, marketing, and technical collateral that helped sell products to international clients. I have worked in the software industry for over 20 years. Before that, I taught science and worked in industry as a chemist. The content that I create includes the following: * Articles and blog posts, * White papers, * Market analysis and research, * Case studies and, * Short ebooks. Audience engagement and readability are vital skills for a writer. I take technically complex subjects and make them digestible for a business audience: I am an alumnus of the "Story for Screenwriting" course by the John Yorke Story Institute.