27 Best Financial Services Freelancers For Hire In Massachusetts

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

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$100 hourly
- 5.0/5
- (10 jobs)
Trusted Adviser, Industry Leader, Independent Thinker, and Continuous Learner As a dual CPA/attorney, my passion is work with entrepreneurs, individuals, and businesses to be their trusted advisor and help make their dreams and ambitions come true! From tax flings, choice of entity, S Corp elections, tax planning/structuring, coaching, notice resolution, let me be your trusted advisor for the long term!

Financial Services
Coaching Session
Accounting
Business Planning & Strategy
Research & Strategy
Legal
Policy Analysis
US Taxation
Finance & Accounting
Tax Return
Tax Planning & Advisory
Tax Preparation
$34 hourly
- 4.9/5
- (226 jobs)
A self-motivated University of Massachusetts, Dartmouth graduate with years of experience working as an office manager and writer, maintaining excellent quality service, bringing forth innovative ideas, and gathering relevant and appropriate information to create professionally written articles. Looking for a challenging role that will increase creativity and knowledge for the future ahead.

Financial Services
Interior Design
Finance & Accounting
Lifestyle & Travel
Fashion & Beauty
Marketing Strategy
Media & Entertainment
Consumer Review
Health & Fitness
Sports Writing
Copywriting
Search Engine Optimization
Creative Writing
Real Estate
$150 hourly
- 5.0/5
- (7 jobs)
I have over five years experience practicing commercial, corporate, and real estate law in Massachusetts. I take a client-centered approach to the law by listening carefully and getting to know my client's business and personal needs. I take pride in having the business savvy to identify issues, solve problems, and pave the way for my client's success. My practice focuses primarily on residential and commercial real estate transactions, asset-based finance, and general contract drafting and review. I represent individuals, financial institutions and businesses in connection with lending, real estate and commercial transactions. I have experience representing borrowers, lenders, developers, landlords and all manner of small and medium sized businesses. If you hire me, I promise to find personalized and innovative solutions to your legal needs.

Financial Services
Massachusetts Bar Association
Finance & Accounting
Contract Drafting
$50 hourly
- 5.0/5
- (16 jobs)
I'm Alan, a freelance financial analyst with extensive experience with excel and spreadsheets. I have six years of experience with finance, accounting and business operations. Previously, I founded and operated a restaurant and catering business in Boston for 6 years before selling the business. Prior to that, I worked as a financial analyst for a large corporation. I have experience building complex financial models and creating financial projections. I have bookkeeping and accounting experience. QBO and Gusto Payroll certified.

Financial Services
Excel Formula
QuickBooks Online
Spreadsheet Skills
Budgeting & Forecasting Software
Finance & Accounting
Forecasting
Business Planning & Strategy
Business Plan
Business Writing
Content Writing
Financial Modeling
Financial Analysis
Financial Projection
Bookkeeping
$70 hourly
- 5.0/5
- (4 jobs)
Hi! I am passionate about solving business problems through models to help leadership make the right decision. This can be anything from optimization models, monte carlo simulations, forecast models or financial dashboards for ongoing business monitoring. If you present a problem that has multiple outcomes, I will be able to help point the decision in the right direction through the construction of highly informative models. I have done this many times over the past 4+ years and I am excited to help you!

Financial Services
Finance & Accounting
Real Estate Financial Modeling
Model Optimization
Engineering Simulation
PPTX
Google Sheets
Implementation Plan
Business Presentation
Microsoft Office
Workday Adaptive Planning
Financial Modeling
Forecasting
Financial Analysis
$40 hourly
- 5.0/5
- (1 job)
SUMMARY OF QUALIFICATIONS * Successful experience in finance administration, customer service and high leadership. * Computer proficiency with strong Microsoft Office and Excel skills. * Excellent interpersonal, oral and written communication skills. * Ability to work independently or as part of a team. * Enthusiasm and passion for helping, meeting and working with a wide range of individuals. * Ability to identify, evaluate and resolve problems in a quick efficient manner. * Excellent organizational skills and flexibility to manage and prioritize multiple tasks. * Capable of handling high pressure situations and can meet hard stop deadlines.

Financial Services
Database Management System
Customer Service
Business Operations
Database
Microsoft Office
Management Accounting
Finance & Accounting
Retail Merchandising
Employee Training
Investment Research
Computer
Accounting
Financial Report
Microsoft Excel
$40 hourly
- 5.0/5
- (3 jobs)
Motivated professional with experience working with customers, in a positive work environment using teamwork who is dedicated to learning and establishing a career in finance.

Financial Services
Accounting Basics
Accounting
Google
Finance & Accounting
Business Management
Google Slides
Economics
Customer Service
Team Building
Business
Freelance Marketing
Online Research
Microsoft Excel
Microsoft Word
Google Docs
$150 hourly
- 5.0/5
- (3 jobs)
As an individual providing accounting and advisory services, my mission is to empower individuals and businesses with the financial knowledge and tools they need to make informed decisions and achieve their business goals. With my experience as a certified accountant, I have worked with a diverse range of clients, from pre-revenue startups to million-dollar revenue businesses. I specialize in providing accounting and financial support to individuals and small businesses who are seeking assistance in realizing their vision of success. My services are uniquely tailored to each client, and some notable offerings include Xero & QuickBooks Setup, bookkeeping, financial reporting, cost studies, performance analysis, business valuations, investment modeling, business plans, financial planning, capital budgeting, and CFO services. I am eager to help you take your business to the next level. Together, we can navigate the financial landscape and make strategic decisions that will contribute to your success. Let's work together to achieve your business objectives.

Financial Services
Xero
Bookkeeping
Financial Analysis
Business Consulting
Process Improvement
Cost Accounting
Finance & Accounting
Company Valuation
Business Analysis
Accounting Advisory
Accounting
Intuit QuickBooks
Cost Analysis
$100 hourly
- 5.0/5
- (2 jobs)
Specializing in quantitative analysis, financial modeling and business case development. I’m new to freelancing but quite seasoned in finance with more than 15 years, an MBA and billions in deals and capital investments under my belt. Anywhere from real estate, manufacturing strategy and expansion to corporate treasury and raising debt funding, I’ve had a diverse career with a ton of experience at your disposal. If you have a business case question, finance or financial metric performance question you need solved, I can help. I have significant experience getting into the weeds and bringing it back up high level to pitch to executives and C-suite in clear, concise presentations. Career cash savings > $75M Career FCF improvement > $125M Raised > $8B in funding and credit Structured share repo programs > $2.6B Led Treasury on > $12B joint ventures Areas of Expertise: financial modeling in Excel; proforma financial statement creation; economic and risk analysis; foreign exchange and interest rate risk mitigation; liquidity, debt and capital structure optimization; bank and ratings agency relationship management; working capital improvement; inter-company funding; forecasting and budgeting; demand planning and inventory optimization; real estate investment analysis. I’d love to be your business partner too!

Financial Services
Startup Consulting
Property & Equipment Lease
Real Estate Financial Model
Capital Markets
Joint Venture
Finance
Business
Financial Risk
Contract Negotiation
Finance & Accounting
Strategy
Financial Analysis
Financial Modeling
Business Cases
$125 hourly
- 5.0/5
- (1 job)
I help companies craft winning investor presentations and financial models. I helped startups raise over $150M in capital and develop financial models that pave a path to profitability and withstand VC scrutiny. Previously, I ran a venture capital firm and startup lab with partners including UBS, Travelers, Aetna. I like to work with founders one on one to craft a compelling story that captivates listeners and can also consult on go to market strategy, capital raising strategy, term sheet negotiations and more. I have also been an executive that has executed over $20B of financial transactions and M&A deals including NBC's purchase of Universal. I love working with founders and would love to work with you!

Financial Services
Contract Negotiation
Startup Company
Story Development
Presentations
Financial Consulting
Company Valuation
Valuation
Finance & Accounting
Finance
Startup Pitchbook
Startup Consulting
Executive Coaching
Investor Overview
Investor List
$50 hourly
- 5.0/5
- (6 jobs)
Excellent Financial skills, with over 13 years of experience in Finance & Accounting including Financial Analysis, Bookkeeping / Accounting, Budgeting & Forecasting, Variance and other analyses in business capacities. Personal financial planning with long term planning, budgeting, saving, and other personal monetary goals.

Financial Services
Finance & Accounting
Data Analysis
Dashboard
Data Visualization
Budget Management
Financial Variance Analysis
Microsoft Excel
$125 hourly
- 4.9/5
- (27 jobs)
I am the founder of Town Square Advisors, a boutique consulting firm that leverages a proprietary method - the Square Management System - to focus strategies on development of strategic priorities, assessment of M&A targets (buy-side), valuation enhancement and sell-side M&A advisory, and assistance with organizational design and institutional culture. Additionally, as a Certified M&A Advisor (Alliance of M&A Advisors) and Certified M&A Professional (Institute for Mergers, Alliances and Acquisitions), Town Square Advisors also supports corporate finance projects, including both sell and buy-side M&A (process navigation, enterprise valuations, target company analysis, DCF/LBO/merger modeling), and building financial projections for growth-stage and startups (setting foundational operations as well as building proforma financial statements). My disparate career path work includes award winning tenure in corporate development (M&A, strategy and internal investment projects) for a large multi-national market research company and a private-equity backed portfolio company after having spent several years within middle-market investment banking where I supported M&A transactions for privately-held companies. I have built a foundation in corporate finance from financial modeling, including revenue projections and cost-estimating, to understanding valuation and pre-market positioning and strategy and can help guide a company through a liquidity event. I enjoy assisting companies understand their value proposition and also helping position a company to achieve maximum valuation. While I have extensive corporate finance experience, I am, at heart, first and foremost a small business operator, having spent over a decade building, growing and transforming professional sports franchises. Through work at these companies, I have overseen implementation of successful, and award-winning, sales and marketing initiatives, guided cost-saving operational improvements and handled full staff augmentations and staff training and development programs. I enjoy applying the lessons learned during my executive management tenure to helping other small and medium-sized business overcome growth hurdles or avoid operating obstacles. Recently, I was recognized for my work in strategy and M&A by being named a Finalist for the Alliance of M&A Advisors Thought Leader of the Year for 2022.

Financial Services
Corporate Finance
Business Valuation
Business Consulting
Financial Analysis
Mergers & Acquisitions
Investment Banking
Startup Consulting
Financial Modeling
Corporate Strategy
Strategic Plan
Organizational Design & Effectiveness
Private Equity
Business Plan
Finance & Accounting
$350 hourly
- 0.0/5
- (1 job)
Jack Veglas Attorney at Law | Vigorito Woolf P.C. Jack Veglas is an experienced attorney at Vigorito Woolf P.C., a prominent general practice law firm. Licensed in Massachusetts, Jack provides strategic and personalized legal counsel across a variety of practice areas, including civil litigation, corporate law, real estate, and family law. With a J.D. from New England School of Law, Boston, Jack combines in-depth legal knowledge with a practical, results-oriented approach to advocate effectively for clients. Known for his attention to detail and commitment to achieving favorable outcomes, Jack is dedicated to guiding individuals and businesses through complex legal matters with clarity and confidence. At Vigorito Woolf P.C., Jack is part of a collaborative team that prioritizes integrity and excellence, ensuring that every client receives top-tier representation tailored to their unique needs. I am proficient in Excel, Word, and Microsoft Office. Additionally, I have access to the highest levels of Westlaw, Nexis Uni, and Bloomberg Law. Moreover, I have access to Thomson Reuters Law School which offers a wide array of research tools.

Financial Services
Legal Consulting
Legal Documentation
Law
Microsoft Excel
Legal Assistance
Legal Writing
Legal Terminology
Legal Transcription
Legal Research
Professional Tone
Microsoft Word
Microsoft Office
Legal Case Management Software
Finance & Accounting
Legal
$100 hourly
- 0.0/5
- (0 jobs)
I’m a professional with a degree in accountancy who decided industry work and analytics was the path for me. I am highly skilled at data analytics, market research and data visualization. I have working experience in accounting and finance including book keeping. Although my day job is in analytics I like to keep my accounting skills sharp by freelancing on the side. I also love real estate and retail. - Whether you’re trying to stay organized, keep your books straight or even just need an assistant for office tasks – I can help! - I’m experienced in Microsoft Suite, Tableau, Quickbooks - I’ll fully project manage from start to finish - Regular communication is really important to me, so let’s keep in touch!”

Financial Services
Data Analysis
Microsoft Office
Tableau
Finance & Accounting
Analytical Presentation
Business Operations
Accounting
Typing
Business Presentation
Financial Accounting
Financial Analysis
Research & Development
Risk Analysis
Bookkeeping
Microsoft Excel
$32 hourly
- 0.0/5
- (0 jobs)
- Highly proficient in Microsoft Excel - One year of experience at a Big 4 accounting firm - Excellent time management and organizational practices - Deep understanding of accounting basics and accounting for complex transactions

Financial Services
Finance & Accounting
Accounting Basics
Excel Formula
Accounting
Microsoft Excel
$80 hourly
- 0.0/5
- (1 job)
Hi everyone, My name is Jaime and I am the founder of J. Sousa Ventures, a financial analytics firm that specializes in financial modeling, projections, and valuations. J. Sousa Ventures was founded in 2021 to provide individuals and businesses with the tools they need to make smarter capital decisions and allocate their resources more efficiently. Over the past two years, we have worked with a variety of clients in industries including e-commerce, financial services, politics, real estate, and technology. You can learn more about us and the work we do via our website www.jsousaventures .com Please do not hesitate to reach out with any questions. I am always interested in having a conversation to figure out how we can help you make smarter capital decisions. Jaime

Financial Services
Business Analysis
Business Valuation
Analytics
Modeling
Valuation
Finance & Accounting
Discounted Cash Flow
Problem Solving
Forecasting
Financial Analysis
Trend Analysis
Tableau
Data Analysis
Microsoft Excel
$40 hourly
- 5.0/5
- (2 jobs)
I am currently a third year Finance/BA major at the Questrom school of business @ Boston University. I'm interested in all things business, but am particularly excited about gaining work experience in accounting, wealth management, and consulting. Although I'm still a student, I have 2 years of relevant work experience under my belt. Not only have I gained proficiency in - Microsoft Excel - Microsoft Access - Microsoft Powerpoint & Word - Salesforce - Data management I've also gained the knowledge of the expectations and responsibilities placed on the employee by the employer. My other strengths include being quick & thorough, strong at math, and bilingual (Korean). Although my previous experience may be lacking in comparison to others, I'm a quick learner and looking to take on a new challenge. Whatever it is, I'm able to start working immediately and answer any other questions!

Financial Services
Microsoft Word
Finance & Accounting
Presentation Design
Microsoft Excel
Microsoft Access
$40 hourly
- 0.0/5
- (0 jobs)
As a natural-born go-getter and a business student with an entrepreneurial mindset and project-management skills, my passion has continuously driven me to expand my knowledge, experience, and relationships. I am confident in the creative ideas and successful solutions I bring to the table because of my strong background and diverse skill set. A person like me does not give up; I push myself forward and am determined to succeed through hard work, dedication, and perseverance. Years of experience in consulting and finance, gaining valuable transferable skills in relationship building, strategic planning, and project management. Strong track record of quickly learning and adapting in new and complex situations. Eager to leverage a diverse range of talents in a new and engaging professional setting. Committed to lifelong learning and personal development. Competent in optimizing various systems and technologies to leverage data insights to effectively implement process

Financial Services
Finance & Accounting
Writing
Customer Relationship Management
Customer Analysis
Customer Service Analytics
Customer Experience
Customer Engagement
Management Skills
Customer Service
Customer Development
Customer Acquisition
Management Development
Project Management
Amazon
$55 hourly
- 0.0/5
- (0 jobs)
A highly skilled financial professional with expertise in Financial Planning & Analysis (FP&A), tax planning, and compliance, I hold a Master of Science in Finance and an MBA in Business Analytics. With extensive experience managing complex financial operations, tax filings, and strategic audits, I have consistently delivered measurable results such as reducing budget variance by 15%, saving thousands in operating expenses, and improving profitability by 10% through data-driven decision-making. Currently serving as an FP&A Manager, I have a proven track record of optimizing financial processes, automating reporting systems, and driving operational efficiency, which resulted in a 30% reduction in manual processes and faster, more accurate reporting. My strong leadership skills have empowered cross-functional teams to achieve 95% on-time financial reporting and improve compliance by 20%. I am also adept at managing tax planning and filing for diverse industries, overseeing audits, and implementing cost-saving strategies that have led to significant savings in both domestic and international tax exposures. I thrive in dynamic, client-facing environments and am passionate about leveraging my financial expertise to drive business growth. As someone with an entrepreneurial mindset, I continuously seek innovative opportunities in the travel and hospitality industries, where I aim to create scalable, automated business models that require minimal manual intervention while generating consistent revenue.

Financial Services
Management Accounting
Project Accounting
Payroll Accounting
Cost Accounting
Tax Accounting
Accounting Principles & Practices
Financial Planning
Financial Audit
Financial Accounting
Financial Analysis & Valuation
Analytics Dashboard
Financial Analysis
Finance & Accounting
Analytical Presentation
Bookkeeping
$150 hourly
- 0.0/5
- (0 jobs)
Well of course I know him. He’s me! Scott Williams. Former CPA. Duke MBA. All-around good guy. I have nearly 20 years of experience working with growing companies to ensure their accounting and finance functions are managed in a way that is both sustainable and scalable. Whether it’s handling your accounting team, developing short-term/long-term financial models, managing your cash flow, organizing board decks, setting up your systems for success or just needing a second set of eyes, I am confident I can help reduce the burden of these functions and give you time back to focus on more critical growth activities. Your most important asset as a founder is how you use your time. I don’t spend my time posting tips on linkedin or making Tik Tok videos where I talk to myself in different wigs (yet). You shouldn’t waste yours updating spreadsheets and keeping tabs on your accounting. Let me do that for you.

Financial Services
Financial Software
Financial Projection
Financial Model
Financial Analysis
Financial Accounting
Accounting Software
Financial Modeling
Financial Analysis & Valuation
Finance & Accounting
Presentations
Analytical Presentation
Budgeting & Forecasting Software
Finance
Financial Planning
Bookkeeping
$50 hourly
- 0.0/5
- (0 jobs)
Finance Professional with extensive experience driving transformative financial strategies, evaluating high-potential investment opportunities, and boosting corporate financial performance across various industries. Expert in financial planning, forecasting, cost management, and reporting that enhances operational efficiency, profitability, and revenue growth. Leveraged analytical tools to inform acquisition strategies for platform investments & M&A transactions. Adept at cultivating relationships with entrepreneurs, investors, and cross-functional teams to assess growth prospects, support investment decisions, and develop strategic plans. + Sourced and originated over 10 high-potential investment prospects through in-depth market research, DCF analysis, and financial modeling (LBOs), generated 5 Indications of Interest (IOIs) and 2 Letters of Intent (LOIs) in the lower middle market. + Directed due diligence for 50+ investment opportunities, evaluating businesses with revenues ranging from $15M to $100M, performing CIM reviews, creating investment memos, and presenting to the investment team for strategic decision-making. + Managed a $50M cash budget for the advanced AI/ML division in collaboration with marketing, IT, and HR stakeholders, strengthening investment readiness for future projects.

Financial Services
Investment Preparation
Risk Analysis
Finance & Accounting
Fundraising Presentation
Business Analysis
Market Research
Strategy
Strategic Planning
Go-to-Market Strategy
Private Equity
Venture Capital
Venture Capital Consulting
Financial Modeling
Financial Analysis & Valuation
Budgeting & Forecasting Software
$50 hourly
- 0.0/5
- (0 jobs)
As a Graduate student hailing from Coimbatore, Tamil Nadu, India. I'm highly organized and hard-working individual with a strong interest in Finance and Investment banking. My goal is to obtain a position with a reputable organization that will be challenging me and allow me to expand my learning, knowledge, and skills.

Financial Services
Typing
Copywriting
Writing
Financial Analysis
Quantitative Analysis
Quantitative Finance
Finance & Accounting
Nature Photography
Photography
$75 hourly
- 0.0/5
- (0 jobs)
Ramon Valdez is a dedicated business student with a concentration in Finance and a minor in Legal Studies, currently pursuing a Bachelor of Science in Business Administration at Bryant University. He has hands-on experience in portfolio management, collaborating with teams to research and manage diverse fund portfolios using tools like Morningstar and Excel. Ramon excels in detail-oriented data management and demonstrates strong analytical skills. His commitment to community service is evident through his work with a local wellness center, where he contributed to social media strategies to increase community engagement, and his volunteer roles as a peer counselor and senior center assistant. Ramon's additional certifications in Bloomberg ESG and Market Concepts reflect his proactive approach to finance and sustainability. As a bilingual professional fluent in English and Spanish, Ramon is a skilled communicator and problem-solver with experience in high-stress environments, including lifeguarding and customer service roles. He brings a unique blend of technical knowledge, teamwork, and dedication to every project, making him a valuable asset for any freelance finance or community-focused projects.

Financial Services
Microsoft Office
Finance & Accounting
Finance
Data Entry
$75 hourly
- 0.0/5
- (0 jobs)
I am a passionate numbers nerd, full-charge bookkeeper, and operations manager with a mission to help high-performing passionate businesses and entrepreneurs with their numbers! My firm specializes in helping service based businesses that are using QuickBooks desktop or online or who want to be using QuickBooks. We provide a number of customizable services which include full-charge bookkeeping services, CFO service, and QuickBooks setup. migration and training. I live for showing you how to do bookkeeping, and how to use your QuickBooks simply and efficiently as well as help show you how to pay down debt, increase revenue, and make your hard-earned money work for you.

Financial Services
Business Operations
Business Coaching
Project Management
Accounts Receivable Management
Finance & Accounting
Accounts Payable Management
Cash Flow Analysis
Accounting
Invoicing
Bank Reconciliation
Budget Management
Bookkeeping
Intuit QuickBooks
$100 hourly
- 5.0/5
- (1 job)
Passionate about making an impact and delivering value to customers, I have 20 years of business experience in product and project management. I am strategic, details oriented and customer focused.

Financial Services
Data Analysis
Customer Relationship Management
Product Documentation
SQL
Customer Service
Travel & Hospitality
Finance & Accounting
Agile Project Management
$120 hourly
- 4.9/5
- (2 jobs)
With over four years of experience in various operations roles, I have developed core competencies in operations, project management, funnel and product optimization, commercial development, demand planning, forecasting, merchandising, fulfillment, customer service, systems design, system integrations, CRM, eCommerce, SaaS, product management, and PnL. I have a proven track record of managing and growing ARR by +60% YOY for three consecutive years, as well as SaaS ARR by 430%. I hold multiple HubSpot certifications, I am also certified in Xero, the cloud-based accounting software, and Asana, the project management tool. I am passionate about delivering a delightful user experience and achieving mutually agreed outcomes that result in customer satisfaction and revenue growth.

Financial Services
Marketing Automation
Sales Optimization
Automation
Business Operations
Process Optimization
Implementation
Data Integration
Process Documentation
Data Analytics
Revenue Management
Shopify
HubSpot
Project Management
Finance & Accounting
Asana
$20 hourly
- 5.0/5
- (2 jobs)
I am passionate about foreign languages, data analysis, finance, economics, and any other pursuits that require quantitative solutions.

Financial Services
Tutoring
Data Analysis
Economics
Statistics
Finance & Accounting
Microsoft Excel
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