Hire the best Financial Services Freelancers in India

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

Clients rate Financial Services professionals
Rating is 4.7 out of 5.
4.7/5
based on 479 client reviews
Kashish V.
$80/hr
  • Trophy Icon Financial Services
  • Financial Modeling
  • Financial Analysis & Valuation
  • Finance & Accounting
  • Corporate Finance
  • Microsoft Excel
  • Data Analysis
  • Quantitative Finance
  • Financial Analysis
  • Discounted Cash Flow
  • Financial Accounting
  • Financial Model
  • Managerial Finance
  • Accounting Principles & Practices
  • Financial Writing
  • Real Estate Financial Model

Hello there! If you are reading this, it is likely that you are seeking assistance with Math/Stats or Financial Analysis. In either case, I truly understand how daunting it can be to find the right person for any job, no matter how big or small it is. I hold three advanced degrees in Finance, Quantitative Analysis, and Valuation, from some of the best universities in the world. Plus, I have about 11 years of experience dealing in all possible financial instruments for myself as well as for UHNI clients. Here's a brief list of services I offer on Upwork - ◉ Finance: Analysis, Research, Modelling, Valuation, Accounting, Presentation,...

Varun R.
$55/hr
  • Trophy Icon Financial Services
  • Business Operations
  • Sales Management
  • Marketing Management
  • Human Resource Management
  • Finance & Accounting
  • Automation
  • Project Workflows
  • Recruiting
  • Market Research
  • Performance Management
  • Business Process Automation
  • Business Process Reengineering
  • Business Process Modeling

I have a master's in business administration and a bachelor's in economics from India's top-ranked college and I bring 8+ years of leadership/entrepreneurial experience. I advise the client on company planning, marketing, operations management, customer experience, and optimization, as well as assisting them in putting their business strategies into action through our full array of business services. Key Skills: 1. Operations and Process Optimization - Digital Transformation, Business Process Design, and Reengineering. 2. Talent Acquisition - Executive Search, Staff Augmentation, and Lead Generation. Services 1. Project Management -...

Soumyajit D.
$40/hr
  • Trophy Icon Financial Services
  • Business Valuation
  • Finance & Accounting
  • Report Writing
  • Tutoring
  • Business Writing
  • Financial Modeling
  • Financial Reporting
  • Quantitative Analysis
  • Copywriting
  • Risk Management
  • Financial Analysis
  • Microsoft Excel
  • Academic Writing
  • Research Papers

I have 8 years of experience in the Finance industry with 6.5 years in Risk Management and 1.5 years as a Business Analyst in a bank. I have a master's in Business Administration and have completed CFA Level III and FRM Level 1. I have a keen interest in capital markets with a focus on equity and industrial research. I also possess Financial Modelling Skills and can create models based on approaches like FCFF. I am a full-time freelancer and can support Australian or U.S. business hours. In case of any urgent need, full support can be extended. I currently have an Upwork Success score of 100%.

Surbhi A.
$50/hr
  • Trophy Icon Financial Services
  • Copywriting
  • Technical Writing
  • SEO Writing
  • Financial Writing
  • Report Writing
  • Business Strategy
  • Content Writing
  • Blog Writing
  • FinTech
  • Product Description
  • Case Studies
  • FinTech Consulting
  • Finance & Accounting
  • Proofreading
  • Microsoft PowerPoint Professional

Hello! If you're looking for someone to write well-researched and compelling content that drives traffic to your website and positions your company as a thought leader in your industry or need some help getting to the #1 spot on Google, then give me a shout. Experience of 4+ years in writing original content for clients across the globe and software companies in the form of website copy, blogs, case studies, product descriptions, e-books, employee handbooks, e-mail copies, detailed infographic reports, and many more. I am active in the technical writing space and have written on many technical topics such as Shopify, the internet of things...

Gitesh B.
$16/hr
  • Trophy Icon Financial Services
  • Finance & Accounting
  • Goods & Services Tax
  • Tally.ERP
  • Microsoft Power Automate
  • Power Query
  • QuickBooks Online
  • Bookkeeping
  • Microsoft Excel
  • Bank Reconciliation
  • Financial Accounting
  • Chart of Accounts
  • Zoho Books
  • Indirect Tax
  • Corporate Tax
  • Data Analysis

------------------------------------------------A BRIEF INTRODUCTION---------------------------- I am a Chartered Accountant by profession practicing in the area of Accounting (Bookkeeping) and Indirect Taxation in India. I have experience of 5+ years in this field. My specialisation Include 1. Indirect Tax Specialist (India) 2. Accounting via SAP/Tally ERP 9/Zoho/Quickbooks/etc 3. Preparing Finacial Forecast & Budgeting for Corporates 4. Income Tax Consultations Automating the data flow and the process via Macros or Power Query in Excel OR via Power Automate is one of my Key Strengths. I also help in Data analysis and MIS Report...

Majhar A.
$25/hr
  • Trophy Icon Financial Services
  • Investment Banking
  • Business Consulting
  • Business Presentation
  • Financial Modeling
  • International Taxation
  • Market Research
  • Tax Law
  • Tax Return
  • CPA
  • Tax Preparation
  • Business Analysis
  • Finance & Accounting
  • Valuation
  • Legal
  • Mergers & Acquisitions
  • Pitchbook

Would you want to work with a tax and business consultant who has proven track record of helping a wide range of clients- from Start-ups to Fortune 500s? Then look no further - you are on the right profile. I am a Chartered Accountant and also hold advance specialization in international taxation and transfer pricing from CIOT, London. I am the Director of Aimbiz Global which renders specialised tax and business advisory & compliance services worldwide. While I am new at Upwork, I have delivered immensely valuable assignments and worked with many international clients (USA, UK, Australia, Cyprus, India, New Zealand, South Africa, Kenya...

Mihir P.
$10/hr
  • Trophy Icon Financial Services
  • Financial Audit
  • Asset Management
  • Business Management
  • GAAP
  • Tax Theory
  • Private Equity
  • Finance & Accounting
  • Pitchbook
  • Business Operations
  • Business Presentation
  • Technical Project Management
  • Financial Modeling
  • Financial Analysis

* Have experience in the audit field, auditing Insurance companies, Banking companies, NBFCs, Mutual Funds, Private Equity firms, Manufacturing and trading entities. * Tax consultation (India) for businesses and individuals including NRI taxation and tax planning * Accounting services like preparing financial statements or complex accounting problems * Affluent with USGAAP and IFRS along with Indian GAAP. Have working knowledge of financial instruments (amortization, FVTPL and FVOCI treatment, Compound Financial Instruments, Derivative and Hedge Accounting), Share Based Payments (ESOPs), Revenue recognition ( IFRS 15 and Ind AS 115),...

Gokul  A.
$15/hr
  • Trophy Icon Financial Services
  • Internal Auditing
  • Accounting
  • Business Plan
  • Business Management
  • Management Skills
  • Corporate Governance
  • Finance & Accounting
  • Financial Report
  • Budget Proposal
  • Financial Audit
  • Cash Flow Analysis
  • Management Accounting

'Chartered Accountant' I am a detail-oriented certified Indian CPA with more than 10 years of experience in bookkeeping & accounting. I'm well versed with QuickBooks Online, Xero, and Netsuite. I have extensive knowledge, experience, and formal training in all areas of Business Administration and Bookkeeping. I have worked for many corporate companies in different industries like IT, restaurants & cafes, property management & real estate, healthcare, education & coaching, financial advisory & consulting, sports equipment & services, manufacturing, and eCommerce. I'm a full-cycle bookkeeper and an expert with reconciliations,...

Gaurav A.
$20/hr
  • Trophy Icon Financial Services
  • Accounting
  • Bookkeeping
  • Financial Modeling
  • Budgeting & Forecasting Software
  • Financial Planning
  • Financial Consulting
  • Financial Analysis
  • Finance & Accounting
  • Indirect Tax
  • Derivatives Trading
  • Presentations
  • Balance Sheet

I am a qualified Chartered Accountant from India as well as Public Finance Accountant with 8+ years of experience, including 4.5 years with KPMG in Accounting, Advisory, Auditing, Financial Reporting and Taxation. I have been providing following services to clients in various industries: - Book-keeping and Financial reporting - Development of business plans and pitch decks for investors - Preparation of Financial Models and Financial Projections. - Financial Analysis of past data - Valuation of businesses using various methods such as Discounted Cash Flows (DCF) Method and Market Valuation Method. I'm available for short term and long term...

Leesha J.
$18/hr
  • Trophy Icon Financial Services
  • Accounting
  • Management Accounting
  • Accounting Basics
  • Finance & Accounting

I am proficient in bookkeeping, and accounting with more then 4 years of experience. A certified QuickBooks ProAdvisor and well versed with other accounting software like Xero, and NetSuite. I have expertise in preparing statutory books of account,bank reconciliation statements, and consolidated reports in compliance with time and accuracy. Other then this, I'm well versed in AR/AP, Factor reconciliations, E-commerce reconciliations and Month-end-closing activities. Also, I am excellent in the consolidation of accounts and Balance sheets, and the preparation of Project reports.

Shivangi S.
$12/hr
  • Trophy Icon Financial Services
  • Content Writing
  • Blog Writing
  • Article Writing
  • Proofreading
  • Social Media Marketing
  • Product Description
  • WordPress
  • SEO Writing
  • Review
  • Fashion & Beauty
  • Finance & Accounting
  • Lifestyle
  • Social Media Content
  • Virtual Assistant
  • Audio Transcription

Hey there! I am Shivangi, a content manager and writer with 7+ years of experience in blogging, article writing, copywriting, proof reading, and podcast conversions. My content will be 100% original and pass the Copyscape test. My Key Abilities are: - Creative writing - Article writing - Amazon reviews - B2B writing - Product description writing - Proof Reading - Copy-writing - Blog Posting - SMM - Press Release/Newsletter Writing I also have experience with SEO content writing, Meta tags, and Title description writing. In addition, I know how to upload and post content on WordPress websites.

Kshitij C.
$39/hr
  • Trophy Icon Financial Services
  • Blockchain
  • Technical Writing
  • ICO White Paper
  • White Paper Writing
  • Research Papers
  • Cryptocurrency
  • Blockchain, NFT & Cryptocurrency
  • Finance & Accounting
  • Article Writing
  • Content Writing
  • Article
  • Market Research
  • FinTech Consulting
  • Researcher
  • Business Plan

Fintech consultant with 2+ years of work-ex in the Blockchain industry. I am a chartered accountant based in India (equivalent to US CPA) People, who know my work, call me an unconventional, yet very skillful 'researcher'. No sh*t. Only content is my forte. Where do I specialize? - Establishment of Web3 fintechs, Crypto exchanges in Bahamas, Singapore, Malaysia, UAE and India - Drafting KYC/AML documents as per Jurisdictional regulations - Developing Business Plan for Fintech and Crypto Exchanges Well-researched non plagiarised SEO content for: - Crypto Analysis - White Paper for ICO - NFT, Web 3.0, Metaverse - Cryptocurrency/Digital...

Manjul D.
$18/hr
  • Trophy Icon Financial Services
  • Bookkeeping
  • Accounting Basics
  • Management Accounting
  • Accounting
  • Finance & Accounting
  • Finance

 Statutory, tax, and Internal audits of the Company  Factor reconciliations: C2FO, hilldun  MIS reporting to Management  E-commerce reconciliations - Amazon, Shopify, PayPal, stripe, square, GrubHub  Time management & Prioritizing  Month-end-closing activities  Managing accounting and finance team for Milestone achievement.  Goal setting for team members and their KRA  Audit & Financial Preparation of Trust for 10 years

Sumit A.
$15/hr
  • Trophy Icon Financial Services
  • Microsoft Excel
  • Finance & Accounting
  • Bookkeeping
  • Financial Analysis
  • QuickBooks Online
  • Financial Modeling
  • Corporate Finance
  • Accounts Payable Management
  • General Ledger
  • Wave Accounting
  • Bill.com Accounts Receivable
  • Xero
  • Bill.com Accounts Payable
  • Accounting
  • Tax Accounting

Nine years Professional experience in corporate Finance / Cost Management Accounts, Financial Analyst/Consultant & Business Planner, Preparation of Financial Statements & taking care of Tax Matters, Internal Audit of the whole System/ Policies and operational Activities including Group Coordination, administration & compromises of Party Ledgers & Bank compromises, Budgeting, Costing, Stock reports, Payroll, working with manufactured programming Quickbooks, Xero & ERP, Financial Analysis, Financial Modeling, Business Plan and catch up of operational Activities of the Organization. My primary target identifies with giving the great expert...

Rammohan T.
$30/hr
  • Trophy Icon Financial Services
  • Microsoft Access Programming
  • Financial Planning
  • Microsoft Excel PowerPivot
  • Management Consulting
  • Microsoft Power BI
  • Visual Basic for Applications
  • Communications
  • Price & Quote Negotiation
  • Python
  • Finance & Accounting
  • Microsoft Access
  • Financial Analysis

1/ Extensive experience in automation techniques especially using Excel/VBA/Userforms/Power BI/ MS Access and Python. Have written over a million lines of code over the last decade on these technologies 2/ Have extensive experience with financail modlling, data design, visualization 3/ As a Design Thinking Practioner, I strongly believe in defining the problem clearly and then designing a simple but effective solution for addressing the probkem. 4/ Have built a number of solutions for friends/family/clients which are simple, effective and dont cost too mcuh (You can refer to my portfolio to see a subset of solutions) 5/ Till a few years...

Jaswanth S.
$45/hr
  • Trophy Icon Financial Services
  • Finance & Accounting
  • Property Insurance
  • Insurance Document Production
  • Liability Insurance
  • Business Analysis
  • Life Insurance
  • Insurance Agency Operations
  • Insurance & Risk Management
  • Analytics
  • Underwriting
  • Investment Banking
  • Insurance Policy Analysis
  • Insurance Consulting
  • Vehicle Insurance
  • Insurance Software

☑ A self-motivated Fellow Insurance, Banking and Finance professional with spanning over 17+ years (of experience in Insurance (Life & Health and P&C Insurance) and Financial Services Education, Insurance Analysis, MIS & Business Processes and Business Support Functions, Accounts and Administration. ☑ Proficient in managing all aspects of Underwriting and Claims of various product portfolios and Analysis of Insurance and Banking segment ☑ In-depth knowledge of Insurance Products, Benefits & Contracts and Underwriting Principles for Individual Insurance & Group Insurance. Innovations in Insurance and Banking Micro Insurance and Micro Finance...

Deepak S.
$50/hr
  • Trophy Icon Financial Services
  • Financial Report
  • API
  • Accounting
  • In-App Support
  • Bookkeeping
  • EDIFACT
  • API Integration
  • ASC X12
  • Data Entry
  • Microsoft Dynamics 365
  • Finance & Accounting
  • Microsoft Power BI
  • ETL Pipeline
  • Microsoft Power Automate

Specialized in enterprise project related to Dynamic 365/NAV(Business central). More than 14 year experience in project management , implementation, analysis, reconciliation, development, resolving technical issues and management of business solutions. Skills Dynamics NAV Business Central Azure data factory and pipeline Azure function Power BI CRM Proficient in C/SIDE ,C/AL programming Expert technical and functional knowledge of Navision Knowledge of SQL Server and reporting service Good knowledge of financial, COGS and MIS Good working knowledge of MS Windows family OS, MS Office Knowledge of integration through NAV web services Lanham...

Palash J.
$35/hr
  • Trophy Icon Financial Services
  • Cost Accounting
  • Consultant
  • Management Accounting
  • Financial Analysis
  • Project Accounting
  • Finance & Accounting
  • Corporate Finance
  • Accounting
  • Business Valuation
  • Income Statement
  • Microsoft Excel
  • Excel Macros
  • Forecasting

I am a Chartered Accountant with All India Rank 45 and also a Merit Holder (B.Com). I have expertise in Accounting, Financial Management, Direct and Indirect Taxation, as well as project finance. I can perform all types of analysis w.r.t. financial statements. I teach accounting subjects that caters to students who are preparing for the board exams and I have strong practical and theoretical knowledge in terms of Accounting. In my experience as an accounting supervisor, I have proved to be an excellent team player capable of delivering reports from what is needed of me. I have a handful of increasing knowledge in financial accounting...

Nikhil A.
$85/hr
  • Trophy Icon Financial Services
  • Private Equity
  • SaaS
  • Finance & Accounting
  • Financial Analysis
  • Data Analysis
  • Financial Planning
  • Investment Research
  • Investment Banking
  • Management Consulting
  • Investment Strategy
  • Corporate Finance
  • Project Finance
  • Microsoft Excel
  • Microsoft PowerPoint
  • Energy

I am a Michigan Ross MBA with 9+ years of experience across private equity, investment banking, and management consulting. - Currently, I am the Director of FP&A at a PE-backed environmental services company. - Previously, I was the Senior FP&A Business Partner at a PE-backed SaaS company. - Prior to my MBA, I spent 3 years at a US private equity firm focused on industrial and business services companies. - I have extensive experience of evaluating investment / M&A opportunities, due diligence, transaction process, and driving operational improvement at companies. - My skills include preparation of financial models, powerpoint...

Shiwali S.
$40/hr
  • Trophy Icon Financial Services
  • Account Reconciliation
  • Xero
  • Xerox DocuShare
  • Microsoft Power BI
  • Microsoft Power BI Data Visualization
  • Microsoft Excel
  • Bookkeeping
  • Finance & Accounting
  • International Accounting Standards
  • Accounting Advisory
  • Accounting Principles & Practices
  • International Financial Reporting Standards
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation

I am a chartered Accountant with over 5 years of experience in Accounting, Finance and Book-keeping. If you are looking for someone to handle your Xero accounts without any worry and provide you with insights, analysis and advice to help grow and understand your business - I can assist you! - I’m proficient in Xero, Dext, Power-Bi, IFRS, IAS and Excel - With my professionalism and skill-set, I will handle yours accounts and provide reports in a timely manner, so that you can focus on other business needs. - Let's connect and communicate so that I can understand your needs and provide you with solutions crafted specifically for your...

Harsh M.
$99/hr
  • Trophy Icon Financial Services
  • Financial Planning
  • Business Operations
  • Pricing Strategy Consulting
  • Accounting
  • Tax Strategy
  • Investment Portfolio Review
  • Taxes
  • Go-to-Market Strategy
  • Financial Analysis
  • Strategy
  • Growth Strategy
  • Funding Needs Assessment
  • Finance & Accounting
  • Wealth Management
  • Management Consulting

During my stint with Boston Consulting Group (BCG), I have worked with clients across sectors such as - Financial Services (FinTech, Private Equity, NBFCs, Banks, HFCs, Insurance, AMC), - Furniture industry, - Mining, Textiles, - Pipes, - Renewable Energy, - Dairy etc. Chartered Accountant (AIR-29) Prior to BCG, I have 3 years of experience with KPMG in Business Corporate Tax and Regulatory compliance for leading firms in India (Direct Tax, Indirect Tax, Litigation, ESOP taxation) Passionate about Tech and Investing - was an intern with a Tech Startup (PriceBaba) and have worked with a fund manager to build equity portfolios

Mohit J.
$50/hr
  • Trophy Icon Financial Services
  • Finance & Accounting
  • Bookkeeping
  • Fund Accounting
  • Accounting Advisory
  • Financial Analysis
  • Accounting Principles & Practices
  • GAAP
  • Financial Audit
  • Google Sheets
  • Technical Accounting
  • International Accounting Standards
  • Accounting
  • Financial Accounting
  • RStudio
  • Microsoft Excel

I am a professional chartered accountant with experience in financial accounting and reporting functions across MNCs and Big4 auditing firms. I can help you to - - setup/manage your accounting and reporting function - provide assistance in understanding and implementing technical accounting standards and practices - co-ordinating with auditors and resolving audit queries - preparing management information decks/reports - anything and everything else related to accounting and finance!

Harsh D.
$49/hr
  • Trophy Icon Financial Services
  • Tax Return
  • Intuit QuickBooks
  • Tax Strategy
  • Accounting
  • Tax Accounting
  • Microsoft Office
  • Bookkeeping
  • Tableau
  • Financial Analysis
  • Corporate Tax
  • Tax Preparation
  • Finance & Accounting
  • Account Reconciliation
  • QuickBooks Online

I am experienced in MS Office, Tableau, Power BI, tax preparation of all types of returns. I worked as an independent contractor for a CPA firm and they loved my work and want to hire me full-time. I also worked for an outsourcing firm where I prepared taxes for seven different CPA firm. I am proficient in forms including 1040,1065,1120,1120-S. I will do bookkeeping for clients.

Ajaya K.
$45/hr
  • Trophy Icon Financial Services
  • Finance & Accounting
  • Internal Auditing
  • Company Valuation
  • Data Entry
  • Startup Company
  • Startup Consulting
  • Account Management
  • Account Reconciliation
  • Accounting
  • Accounting Advisory
  • Bookkeeping

Chartered Accountant in profession and having experience in the filed of Book Keeping, Valuation of Companies, Internal Audit, income tax and GST return preparation, data entry work, Start Up company incorporation and Advisory and Representational services with respect to GST and Income Tax. *Handled significant areas of revenue, purchases, payroll and taxes *Prepared analytical review documents to analyze the movement in year on year and quarter on quarter basis *Prepared Cash Flow statement in accordance with Accounting Standard *Handled Tax Audit and Internal Audit of Well reputed company for more than 8 Years. * Handled Bank concurrent...

Manjunath N.
$50/hr
  • Trophy Icon Financial Services
  • IRS Income Tax Audits
  • IRS Resolution
  • CPA
  • International Taxation
  • US Taxation
  • Finance & Accounting

USA Individual and corporate tax expert with experience of over 15 years in domestic and international tax. I have cleared CPA exam, active enrolled agent , currently completing aicpa international tax certificate. I have great ability in tax planning and resolving tax issues in timely manner. I worked for Ernst & Young, PWC, and currently a freelance tax consultant assisting various CPA firms in their day to day tax filings. I manage a tax project from start to finish since I am aware of reporting starting from bookkeeping to entity reporting to relevant individual reporting.

Aayush T.
$40/hr
  • Trophy Icon Financial Services
  • Data Visualization
  • Microsoft Power BI
  • SQL
  • Financial Planning
  • Microsoft Excel
  • Inventory Management
  • Cost Accounting
  • Bookkeeping
  • Tax Accounting
  • Finance & Accounting
  • Accounting
  • Tableau
  • Excel Macros
  • Google Sheets
  • Quickbooks

You will find a perfect combination of speed, accuracy & quality service at a reasonable price. Please do not hesitate to request a sample if you need an expert in MS Excel, Accounting, Book Keeping, Financial Statement Preparations, Financial Analysis and Modeling, Interactive Dashboards, MS Word, Google Sheets, MS Access, and MS Power Point. 𝐌𝐲 𝐬𝐭𝐫𝐨𝐧𝐠𝐞𝐬𝐭 𝐬𝐤𝐢𝐥𝐥 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐬 - ️✔️ MS Excel ✔️ Visual Basic Analysis (Excel VBA) ✔️ Excel Macros ✔️ Data Visualization (Power BI, Tableau, Google Lookerstudio) ✔️ Interactive Dashboards (Power BI, Tableau, Google Lookerstudio) ✔️ Spreadsheet Design & improvement ✔️ Financial...

Devendra M.
$40/hr
  • Trophy Icon Financial Services
  • Cash Flow Analysis
  • Financial Reporting
  • Accounts Receivable Management
  • Data Analysis
  • Xero
  • Chart of Accounts
  • Invoicing
  • Finance & Accounting
  • Financial Analysis
  • Microsoft Excel
  • Accounts Payable Management
  • Microsoft Excel PowerPivot
  • Oracle NetSuite
  • Bookkeeping
  • Financial Variance Analysis

I am a qualified Chartered Accountant(equivalent to CPA) with more than 10 years of experience in Bookkeeping and accounting. I'm a certified Quickbooks ProAdvisor and Xero Advisor, expert In Data Analysis, Accounting, Financial forecasting in Microsoft Excel, and Google Spreadsheets. Also, I'm an Excel pro.

$NaN/hr

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