Hire the best Financial Services Freelancers in New York

Check out Financial Services Freelancers in New York with the skills you need for your next job.
Clients rate Financial Services professionals
Rating is 4.9 out of 5.
4.9/5
based on 147 client reviews
  • $150 hourly
    CPA specializing in tax and accounting solutions for small businesses and high-net-worth individuals. Offering a one-stop shop for all your tax and accounting needs. • Annual Tax Preparation ✅ • Quarterly Tax Projections ✅ • Professional Bookkeeping & Accounting (QuickBooks) ✅ • Tax Planning ✅ • Retirement Planning ✅ My in-depth expertise is drawn from my days working alongside today’s notable hedge funds, private equity funds, law firms, and Fortune 500 companies. I bring distinctive advantages from working alongside the world’s most prestigious investment managers and servicing elite clients featured on the Forbes 400 Richest People in America list. *I respond to client requests ASAP*
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    Limited Liability Company
    QuickBooks Online
    CPA
    Tax Strategy
    Finance & Accounting
    International Taxation
    S-Corporation
    Tax Law
    Bookkeeping
    Tax Planning & Advisory
    Accounting Principles & Practices
    Tax Preparation
    Intuit QuickBooks
    Tax Preparation Software
    Certified Tax Preparer
  • $95 hourly
    With over 10 years of expertise in Business Strategy and Finance, I'm here to help you secure the investments you need to fuel your business growth and carve out a success story worth celebrating. I'm committed to delivering exceptional results that mirror your vision. Let's team up to unlock your business's potential and achieve remarkable growth. Industry Expertise: Artificial Intelligence, Software-as-a-Service (SaaS), Media & Entertainment, Education, Healthcare, Energy & Natural Resources. I've successfully delivered projects for a wide range of clients – from small businesses, and ex-NBA athletes, to industry leaders and major consulting firms. Here's what Upwork clients have said about working with me: ⭐⭐⭐⭐⭐ "Kailash was a godsend; for a small expanding business having someone who understands your vision is very important. Kailash assisted with our business plan, financials, and our P&L statements for the year which were a huge part in getting funded for our seed round." ⭐⭐⭐⭐⭐ "This was an enjoyable experience! Communication was phenomenal and Kailash took his time to understand every detail of my business to provide a business plan, financials, and pitch deck that showcased the vision of my Startup’s business model." Here's a snapshot of what I offer: 💼 For Startups and Entrepreneurs: Engaging Pitch Decks Comprehensive Business Plans Persuasive Executive Summaries and Investment Memorandums 💼 Corporate Finance, FinOps, Financial Modeling, Projections & Forecasts: Pro Forma and GAAP-compliant Financial Models Equity Research, Risk Valuation, DCF Modeling, IRR, and ROI Modeling 🖋️ Business Content Writing: Engaging Articles with Visual Enhancements Career Highlights: Top Rated Business Consultant at Upwork Former Google Cloud Lead FP&A involved in significant acquisitions Successfully crafted multi-year budget plans and forecasts Let's connect and discuss how I can contribute to your success. Thank you, Kai
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    Pitch Deck
    Equity Research & Analysis
    Business Planning & Strategy
    Finance & Accounting
    Business Writing
    Executive Summary
    Financial Writing
    Corporate Finance
    Microsoft Excel
    Company Valuation
    Financial Projection
    Presentations
    Accounting Principles & Practices
    Financial Analysis
    Business Cases
  • $75 hourly
    As a business operations expert, I provide COO leadership - establishing and strengthening a company's foundation and managing its core functions including Finance, IT and HR. Whether a startup or an established company, I eliminate communications barriers - facilitating the flow of information between these business units and driving optimal performance with a shared understanding of a common goal. I have a small team of trusted professionals that have worked with me for years, so we have the ability to provide businesses with any business operational needs, without bottlenecking or communication barriers, while offering the most cost effective solutions. HOW I BUILD SUCCESS: * Spearhead change when it will further a company's goals - not for the sake of stamping my brand. * Develop and implement short-term tactical plans, long-term strategies and scalable systems. * Uncover unique talents and expertise, and place people where they can do the most good. * Handle restructures, acquisitions, and the unexpected with a 'how can we solve this?' attitude. * Foster an environment receptive to new ideas - driving an aboveaverage retention rate in high-turnover industries.
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    Human Resources Strategy
    Bookkeeping
    Human Resources Compliance
    Financial Projection
    Human Resources Consulting
    Business Strategy
    Human Resource Management
    System Maintenance
    Business Management
    Remote IT Management
    IT Support
    Finance & Accounting
    Change Management
    HR & Business Services
    Business Operations
  • $50 hourly
    Thanks to my extensive experience on Wall Street and deep knowledge of the financial world, I've taken the initiative to launch and expand my own highly successful financial firm. Our impressive track record of rapid growth speaks for itself, and we're proud to have helped countless small and established businesses achieve their full potential. Our secret to success? A team of hard-working, intelligent professionals who are dedicated to taking your business to the next level. With hundreds of satisfied clients under our belt, we've got the formula for success down pat. Don't settle for mediocrity - trust the experts at our firm to help you achieve your goals and reach new heights of success. Contact us today to learn more about our services and how we can help your business thrive
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    Tax Refund Submission
    Bookkeeping
    Operations Management Software
    Business
    Business Development
    Light Bookkeeping
    Wave Accounting
    Investment Research
    Accounting Basics
    Financial Modeling
    Account Management
    Finance & Accounting
    QuickBooks Online
    Financial Consulting
    Intuit QuickBooks
  • $120 hourly
    TOP RATED Financial Modeling, Excel, Google Sheet Expert looking to help you with your project. • 20 Years of FP&A/Finance/Accounting experience •Excel Expert • Google Sheets Expert• MBA • Worked for a variety of industries • Focused, efficient and reliable. • Almost 200 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. I started doing freelance work because I love spreadsheets. They are my way of life and if I can use my skills to help somebody else then that’s awesome. I pride myself on creating workbooks that are easy for the end user to update and follow. I don’t use crazy formulas I like to KEEP IT SIMPLE. My goal is to create something that I am proud of and you are excited to use. Once I am your freelancer, I am always your freelancer. I am happy to help you with any future projects that you have. I know you are thinking “Why you?” That is a great question, so here is a quick description of me and my history. I have been working Corporate Finance roles for over 20 years and now really want to focus on helping people and building out my own company to do just that. At the end of the day, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
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    Cash Flow Modeling
    Budget Management
    Strategic Planning
    Finance & Accounting
    Financial Planning
    Budget
    Process Improvement
    Business Modeling
    Data Analysis
    Financial Analysis
    Data Visualization
    Google Sheets
    Financial Modeling
    Forecasting
    Financial Projection
  • $50 hourly
    Do you need high-quality SEO friendly content on personal finance, investing, or business? Do you want articles that rank in Google search and drive traffic to your site? Look no further! I provide my clients with content that drives tens of thousands of site visits every month. We might be a great fit for each other if you need: ✅Financial product reviews - from credit cards, to personal loans and mortgages ✅Search engine optimized, informative personal finance content that’s easy to read and digestible ✅Investing content that’s understandable, and doesn’t make your readers fall asleep ✅High quality, original blog posts on personal finance, real estate, or investing, with fast turnarounds ✅Content that retains readers, and lowers your bounce rate But don’t just take my word for it, look at what my customers have to say: ⚡Zach is a very apt and capable writer. Not only is he clear and communicative but I found him to be very conscientious and eager to provide work that reflects our standards and requirements. ⚡Zach did strong work on a complex topic and I'd hire him again ... in fact, I did hire him again! ⚡Zach is a great writer. You won't be disappointed. Have a project you’d like me to work on? Click on the green ‘Invite to Job’ button, and send me a message with some basic details, including what type of content you’d like covered, the platform it will be published on, and any brand specific info that will give me a better understanding of what you’re looking for. I look forward to hearing from you! Areas of expertise: Finance, Personal Finance, Investing, Investment, Article, Blog Posts, Fintech, Review, Brokerages, Bank Accounts, Personal Loans, Credit Cards, Mortgages, Real Estate, Accounting, Insurance, CPA, Tax, Small Business, Mergers and Acquisition (M&A), Corporate Finance
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    Personal Budgeting
    SEO Writing
    Finance
    Content SEO
    Finance & Accounting
    Personal Finance & Wealth Management
    Content Writing
    Article Writing
    Copywriting
    Blog Writing
    Search Engine Optimization
    English
    Real Estate
    Financial Writing
    Business Writing
    Blog Content
  • $70 hourly
    Journalist and editor with over 30 years of experience writing and editing sophisticated financial, economic and business articles for leading magazines, newspapers and web sites in the U.S., London and Hong Kong. Former editor of Risk magazine, editor-in-chief of Worth magazine, and finance columnist for The Wall Street Journal, The New York Times and others. Specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.
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    Blog Content
    Investment Banking
    Online Writing
    Capital Markets
    Content Writing
    Asset Management
    SEO Writing
    Business Writing
    Project Risk Management
    Business Editing
    Financial Writing
    Copywriting
    Finance & Accounting
  • $45 hourly
    Danny is an experienced professional in Financial Services (FS) with 6+ years of driving finance and technology transformations across global clients such as: Investment Banks, Commercial Banks, Mortgage Guarantors, Asset Managers, and other financial institutions. As a manager at Ernst & Young (EY), Danny has led global teams of up to 20 resources and worked directly with senior stakeholders and C-suite executives for Fortune 500 clients. Danny possesses a strong skillset in target operating model design, financial analysis, regulatory reporting, corporate strategy, risk assessments, performance benchmarking, technology implementation, data governance & controls, and regulatory compliance. Other Skillsets: 1) Executive-level Presentations and Storytelling 2) Financial Analysis & Modeling 3) Research & Data Analysis 4) Digital Wealth Investing and latest Industry Trends 5) Excel, PPT, Google Suite (Sheets, Slides)
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    Financial Accounting
    Business Proposal
    Data Analysis
    Microsoft PowerPoint
    Data Management
    Business Management
    Finance
    Benchmarking
    Research & Strategy
    Finance & Accounting
    Management Consulting
    Microsoft Excel
    Business Development
    Financial Modeling
  • $70 hourly
    I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!
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    Investment Research
    Finance & Accounting
    Factset
    Valuation
    Financial Reporting
    Financial Modeling
    Company Valuation
    Financial Statement
    Mergers & Acquisitions
    Investment Banking
    Financial Analysis
    Financial Accounting
    Financial Report
    Financial Projection
  • $40 hourly
    Hello! I am a private equity associate who is a great problem solver and is advanced in Microsoft office. I am sure a lot of people have the same claim, but I work at a small company where I have built our excel add-ins toolbar from scratch, PowerPoint macros and other functionality. The excel toolbar automated much of our day to day tasks, and is something I am proud to say I coded. Outside of that, I have an advanced knowledge of worksheet functions in excel, am advanced in PowerPoint and slide design, word processing, and various data analytics methods. Previously, I was an investment banking associate at Jefferies, where I was promoted early after 2 years as an analyst as a reward for the hard work I had put in over those 2 years. Most of my financial career has been spent in mining and the related industries, but I have a working knowledge of the industrials space as a whole and am always willing to learn about new sectors. I attended Emory University, where I graduated with distinction with a BBA concentrating in Finance, Operations Management and Information Systems, while also being a member of the Varsity Swim Team. During my tenure we won our first ever NCAA National Championship in 2017, and I garnered All American Honors and Honorable mention in the 500 yard freestyle and 1650 freestyle, respectively. I competed on the NCAA team 3 out of my 4 years at Emory. Now I do triathlons, obstacle course races and am training for an IronMan. I am confident with my work ethic (outlined by my commitment to sports and excellence in my work), and my dynamic problem solving abilities we can work together to find the best outcome for your project.
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    Pitch Deck
    Financial Presentation
    Business Presentation
    Financial Modeling
    Microsoft PowerPoint
    Microsoft Office
    Finance & Accounting
    Mining
    Modeling
    Office Design
    Visual Basic for Applications
    Microsoft Excel
    Data Analysis
  • $100 hourly
    Summary * Experienced commercial financier - working in the banking and finance industry since 2013. * Strong understanding of multiple various forms of real estate lending, and corporate asset based lending. * Determined, highly motivated and charismatic, with exceptional interpersonal and sales skills - always focusing on the customers needs. * Developed relationships with key individuals and institutions, particularly in the commercial real estate lending sector. * Experience in building and sustaining strong client relationships.
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    Financial Plan
    Business Operations
    Financial Report
    British English Accent
    Wealth Management
    Commercial Lending
    Personal Finance & Wealth Management
    Voice Recording
    Indexing
    Business Presentation
    Life Insurance
    Business Development
    Market Research
    Finance & Accounting
  • $75 hourly
    Hi! Navigating the ever-evolving landscape of finance is my forte. With a track record of success at Wagmi Ventures, Morgan Stanley, and Alliant Insurance, I bring a unique blend of experience and ingenuity to the table. Recent Career highlights: - Successfully assisted in rasing multi-billion dollar funds - Currently advising multiple startup companies - Led Investments in many startup ventures - Critical component of a world-leading team that placed $40 billion of M&A insurance in 2023 - Advised over 150 M&A transactions ranging from $50 million to over $6 billion in deal value across all industries I specialize in the following: - Fundraising - Venture Captial - Equity analysis/investing - Investor pitch decks - Working with startup companies - Business plans and strategy - Financial modeling - Mergers & Acquisitions - Investing I'm passionate about leveraging my skills and experience to drive success in the financial realm. Let's connect and explore how we can work together! Warm regards, Michael Wilke 412-667-0954 Michaelwilke8@gmail.com
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    Private Equity
    Market Research
    Equity Research & Analysis
    Startup Consulting
    Venture Capital
    Google Workspace
    Investment Research
    Analytical Presentation
    Financial Modeling
    Investment Strategy
    Financial Projection
    Microsoft Office
    Business Plan
    Finance & Accounting
    Mergers & Acquisitions
  • $90 hourly
    I'm a script writer and editor with extensive experience writing and editing scripts. I have written several dozen scripts, and I have edited numerous scripts for writers worldwide. • I can offer you 18 years of writing and editing experience. • I have experience working with writing groups, studios, executives, and professional writers. • I am experienced in managing tight deadlines, quick turnarounds, and multiple genres. • Setting goals and dreams for you is essential to me, so the more you share with me, the more effective I can be.
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    Cognitive Behavioral Therapy
    Personal Budgeting
    Psychology
    Consultation Session
    Behavioral Finance
    Finance & Accounting
    Education
    Coaching
    Financial Audit
    Personal Finance & Wealth Management
    Finance
    Budget Management
    Budget Planning
    Personal Finance
  • $35 hourly
    I am an strong and motivated finance professional. My strengths lie in administrative function, budgeting, advising on finances, and other financial aspects.
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    Bookkeeping
    Microsoft Office
    Microsoft Access
    Customer Service
    Finance & Accounting
    Budget Proposal
    Management Accounting
    Accounting Basics
    Budget
    Administrate
    Business Management
    Resource Allocation
    Finance
    Financial Report
    Invoicing
  • $75 hourly
    My 25 years of experience creating compelling presentations driven by analytics within institutional finance and entertainment enables me to deliver your media projects on-time and in a very appealing format. Global corporations, including Sony Music, iTunes, Amazon, Walmart, Best Buy and Target have taught me to hone my analytics, design and leadership skills to the benefit of your projects and customers. Any project that I am involved with is delivered on time, under tight deadlines and with exceptional attention to detail. My work in business development within institutional finance for multi million-dollar proposals demanded accuracy, strict attention to detail, exceptional grammar and ability to communicate and gather information from all levels of the organization. As a self-managed performer for TV & film and an accomplished Voice Artist, I offer transcription services with accuracy and with an understanding of financial, medical and entertainment industry language. Advanced knowledge of Excel calculating assets under management, business planning and strategy, creating budgets and forecasting means that your project will be completed with skill and accuracy. My breadth of experience across industries from finance to entertainment, along with a generous blend of professionalism and creative expression, ensures that I can bring a broad perspective to your written offerings, and my passion in music and entertainment offer a skill set both analytical and interpersonal which will bring a unique scope to your project.
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    Forecasting
    Analytical Presentation
    Microsoft Excel
    Editing & Proofreading
    Music Marketing
    Relationship Management
    Sales & Marketing
    Business Planning & Strategy
    Business Development
    Microsoft PowerPoint
    Finance & Accounting
    Acting
    Voice Acting
    Management Skills
    Video Transcription
  • $110 hourly
    Jack is a licensed CPA and has Big 4 experience as an in-charge associate in auditing and deal advisory where he audited both private and public companies, and advised clients on mergers & acquisitions, financial reporting, technical accounting, and complex accounting change. Jack also has private credit / private equity experience in portfolio management, underwriting, valuation, managing through underperformance, and modeling. Jack also has experience in bookkeeping for small businesses.
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    Cash Flow Statement
    Finance
    Financial Reporting
    Management Accounting
    Accounting Principles & Practices
    CPA
    Underwriting
    Accounting Basics
    Financial Statement
    Finance & Accounting
    Microsoft Excel
    Accounting
    GAAP
    Financial Report
    Financial Audit
  • $125 hourly
    I have 20+ years of investment banking and strategic advisory experience supporting founders, CEOs, CFOs and key stakeholders across a broad range of industries and transactions. I am a problem solver with the expertise and hands-on skills to provide bespoke value added support to enable clients to achieve their goals. * M&A, debt and equity financing, restructuring transaction support * Financial modeling, forecasting, strategic planning * Data analysis, due diligence
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    Startup Consulting
    Venture Capital Consulting
    Financial Analysis & Valuation
    Investment Banking
    Financial Modeling
    Business Strategy
    Private Equity
    Fundraising
    Finance
    Corporate Finance
    Microsoft Excel
    Finance & Accounting
    Financial Analysis
    Mergers & Acquisitions
    Strategy
  • $75 hourly
    I'm a Certified Public Accountant. I have extensive experience working with small and medium-sized businesses. I can help with bookkeeping, accounting, financial consulting and/or sales & use tax.
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    Expense Reporting
    Revenue Management
    Sage Intacct
    Sage CRE
    Sage 300
    QuickBooks Online
    Finance & Accounting
    Financial Consulting
    Management Accounting
    Sales Tax
    CPA
    Accounting
    Accounts Receivable
    Accounts Payable
    Bookkeeping
  • $100 hourly
    I'm an adaptable writer and passionate researcher providing professional and technical writing services. 📝 I've written on business, technology, and finance topics and am excited to explore whatever you need. 👨‍🏫 I have a technical background (degree in math) and years of experience tutoring for standardized tests. 🚫🤖 My guarantee: NO AI-generated content. Only original, high-quality work to meet your writing needs. Let's work together and create something great!
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    Personal Finance & Wealth Management
    Finance & Accounting
    Mathematics Tutoring
    Science Tutoring
    Mathematica
    MATLAB
    Mathematics
    Writing
    Ghostwriting
    Content Writing
    Blog Writing
    Book Writing
    Article Writing
    Science
    Ebook Writing
  • $90 hourly
    • QuickBooks Expert Accountant with 20+ years hands on experience. • Worked & consulted with companies funded by leading VC investors. • Accounting Catch up and Backlog Specialist in QuickBooks QBO. • Align books to Accounting and QuickBooks best practices. • Controller, Advisor, Consultant in QuickBooks Online • Proven Capability to Conceptualize & execute Bookkeeping and Accounting Systems in QuickBooks. • Experience with QuickBooks Online, Desktop & Mac. • QuickBooks Online Advanced Certified ProAdvisor (Highest Obtainable Certification Level). • Bachelors in Accounting & Auditing. • QuickBooks and only QuickBooks. No other platform. • Bring a Can-Do attitude to every project. • Professional & Pleasant with great communication skills. • Proficient in using advanced technology to remotely deliver on Quickbooks projects. Services Offered: • Accounting Mess Cleanup Expert in QuickBooks Online. • Clean up inaccurate cost of goods sold (COGS) in E-Commerce businesses. • One time Setup & Customize Your QuickBooks to your business model. • High Quality QuickBooks Coaching One to One with actionable tips and tricks. • Paperless Office Workflows & Systems using QuickBooks. • Multiple Entities Accounting using QuickBooks. • GAAP Systems using QuickBooks. • Monthly Closing Systems in QuickBooks. • Automating A/R Collections and streamlining A/P payables. • Revenue Recognition for SaaS, Membership and Subscription companies. • Accurate financial profit and loss reporting for E-Commerce businesses. • Meaningful Reporting for VCs, Investors and Stakeholders. **Rate in the profile is for remote bookkeeping. Private one to one coaching and one time QuickBooks set up will have different rates or flat fees. The complexity of the job determines the fee** Hiren has worked with companies & entrepreneurs, thru startup, growth, turnaround, consolidation, management change & exit stages. He has helped entrepreneurs focus their efforts on the systems of the business using QuickBooks. Being a business owner, Hiren brings an entrepreneurial can do attitude to your projects. Hiren is deeply inspired by the book E-Myth by Michael Gerber for entrepreneurs. Bringing a deep and rich experience in systems, processes and workflows leveraging the QuickBooks Online platform to match your business model. He can conceptualize, implement and administer those systems to handle growth, maximize cash velocity, optimize resources, maintain internal control and deliver accurate reporting for investors and stakeholders. Hiren has over 2 decades of experience working in the SaaS, luxury travel, artisanal retail, e-commerce, fashion, merchandise imports, advertising and digital marketing agencies, fashion, real estate investors, with company sizes ranging from startups to 20MM in annual revenue. Hiren has worked on startup companies from pre-revenue to post acquisition stages with highly visible VCs like, Canaan Partners, Battery Ventures, Forerunner Partners, Lerer Ventures and many more. Hiren leverages the power of Upwork to extensively use virtual assistants in his work. Hiren lives in NYC with his family. Hiren practices meditation and yoga on a daily basis to alleviate the stress from work.
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    Data Cleaning
    QuickBooks Online
    Balance Sheet
    Accounts Payable
    Financial Accounting
    Bank Reconciliation
    Intuit QuickBooks
    Accounting
    Account Reconciliation
    Payroll Accounting
    Accounting Basics
    Ecommerce
    Accounts Receivable
    Bookkeeping
    Finance & Accounting
  • $12 hourly
    Dedicated Logistics & Supply Chain Handler with over 5 years of experience in operation, leadership, and importing and exporting. Familiar leading shipping department of a corporation and managing many workers. Prioritize professional communication in all aspects of operation when interacting with workers, other businesses, and clients. Excellent executive experience and highly organized to keep multiple orders straight and on time. Use broad knowledge of business administration and economics to achieve advanced success in exports and imports.
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    Business Management
    Finance & Accounting
    Microsoft Word
    Business Presentation
    Microsoft Excel
    Microsoft PowerPoint
    Ecommerce Product Export
    Microsoft Office
    Virtual Assistance
    Supply Chain & Logistics
    Supply Chain Management
    Import Procedure
    Logistics Coordination
    Logistics Management
  • $100 hourly
    I am a certified Chartered Accountant having experience over 7 years. I have practical experience of working as Virtual CFO and Tax advisor at Saudi Arabia , Dubai , USA ,UK and Australia based companies. I'm QuickBooks ProAdvisor & XERO Advisor and SAP with practical Bookkeeping experience of businesses across the Worldwide. I'm committed to assisting small and medium-sized companies by recording, summarizing & analyzing the financial & non-financial information of the companies to help business owners to make better decisions Moreover I am Microsoft office ( EXCEL VBA & MACROS and PowerPoint , word ) expert . I assure that I will invest quality time & won't rush through what you provide. Services provided by me are not limited to the these: USA Tax Services: I have a lot of experience in preparation and filling of both federal and state Individual returns ( Form 1040) , S Corporation return (Form 1120-S), C- corporation returns (Form 1120) Partnership Returns (Form 1065), Non- Profit organizations Tax Returns (Form 990), Payroll Returns ( Form 941 , Form 940 ) to IRS .I know very much about USA tax returns and about all forms like schedule D, Schedule K-1 ,Form 8949 ,Form 1045 , Form 1040, Form 8879 ,Form 8825 ,Form W-2 ,Form 1099 , W-8BEN-E UK Tax services: I have a proven track record of preparation and successful submission of VAT returns, Corporation Tax (CT600), Partnership Returns (SA800), Trust Tax Returns (SA900), CIS Return and Personal Returns (SA100) to HMRC and Statutory Accounts to Companies House. *Financial accounting & Reporting, Financial Ratio analysis *Financial Modelling ,Budgeting and Forecasting *Business plans along with financial projections For loans, investor & Startups * Setting new company and managing Chart of Accounts *Recording, categorization and data entry of financial data *Bank Reconciliation through Xero , SAP and QuickBooks *Maintaining Accounts receivable and Accounts Payable *Management Financial reports and Financial Projections *payroll management *Inventory & Vendor management * Customization of Invoices *Professional Pitch Desk and Presentation in Power Point *Specialized in solving Accounting, Finance and Statistics assignments *Excel Formulas, VBA, Macros, verbatim and database analysis *Dashboard, Power Query, User Forms, Gantt Chart, Advance filters, Financial reporting by using complex Functions. Please feel free to contact and discuss your requirements
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    Writing
    Finance & Accounting
    Business
    Financial Planning
    Accounting Basics
  • $50 hourly
    Resourceful and dedicated professional with excellent analytical and communication skills. I have many years of experience in sales, administration, business development, and management. Bringing forth a motivated attitude to energetically adopt various kinds of roles. Multilingual, hardworking, and ready to join my next team. In addition, regular communication is really important to me, so let’s keep in touch!
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    Data Entry
    Virtual Assistance
    Customer Retention Strategy
    Sales
    Customer Retention
    Strategy
    Time Management
    Finance
    Travel
    Management Skills
    Business Management
    Photography
    Psychology
    Finance & Accounting
    Travel & Hospitality
  • $30 hourly
    I am a financial analyst with expertise in the field for more than 8 years. I have developed skills in financial analysis, data management and coding. My studies have been focused on those fields that I dominate in both Spanish and English. Other interests extend to literature, culture, history, arts and traveling. I'm here to make some value of my free time and try to develop new skills in the process.
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    Data Science
    R
    Business Management
    Python
    Data Analysis
    Microsoft Excel
    Finance & Accounting
  • $125 hourly
    Experienced banking executive and attorney. Led industry federal and state regulatory advocacy efforts regarding capital, stress testing, liquidity, risk management, tax and accounting matters for the nation's largest banks, including drafting and editing white papers and blog posts. Demonstrated ability to lead and integrate diverse cross-functional teams in achieving business objectives and maximize staff technical skills. Well-tested ability to manage multiple projects cost-effectively.
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    Accounting Basics
    Risk Management
    IRS Income Tax Audits
    Blog Development
    Management Skills
    Finance & Accounting
    Blog Commenting
    Stress Testing
    Tax Theory
    Internal Auditing
    Business Management
    Litigation
    Blog Writing
    Project Risk Management
    Accounting
  • $35 hourly
    Hi, This is Shamila K and I am CPC, CCS & HIM-1 Certified Medical Coder, Medical Biller and Credentialing Specialist with direct experience in many specialties in inpatient and outpatient settings of 13 years. I specialize in working with small, medium and large sized medical practices and hospitals. Not only do I provide day-to-day help and support, I can also provide unique insights into various ways to improve the running of your business. I offer a high level of reliability, accountability, and knowledge backed by over 13 years of experience in Healthcare industry at different managerial positions. I have excellent communication, computer, interpersonal skills, and knowledge of HIPPA laws and regulations. Track record of achieving exceptional results in quick paced work environment and contributing to a successful workplace. I performing various duties as Medical Biller and Virtual assistant in the RCM cycle, from patient scheduling and reminders to Financial reports, including followings; • Patients Appointments Handling (Phone, Online Zocdoc etc.) • Patients Demographic Entry • Eligibility and Benefits Verifications • Preauthorization/Precertification with Tracking • Charges/Claims Creation • Electronic, Online & Paper Claims Submission • Payment Posting (Insurances & Patients) • AR Follow Up on Claims • Denials Management • Appealing on all Denied or Low Paid Claims • Patients Billing/Statements • Secondary Insurance Billing • Providers & Patients Communication • General & On demand Reports • Providers, Staff and Patients Queries Handling • Credentialing and Tracking • EDI, ERA & EFT Enrollment • HEDIS & QARR Incentives • Providers & Staff Trainings Medical Billing : I have Medical Billing experience for almost eight years. During these 13 years, i have worked on many specialties. I do know the complete RCM flow, i have been doing charge entry, payments posting, and AR follow-up. I have a working knowledge of Charge entry, claims submission, working on rejections, Benefits verification, ERAs/EOBs posting, Insurance Call for doing a follow-up on unpaid claims/denial management, and getting referral information using different resources. In addition to these, i can also handle patient calls; by this provider, the office can focus more on their patients' care. Expertise: #Account receiveables, #Collection management , #Outpatient and inpatient Billing, #ICD-10-PCS, #ICD-10-CM, #HCPCS, #CDT, #CPT, #ICD-10-AM a) Medical Billing Services includes the following:- - To check Eligibility and verification of patient’s health benefits from insurance carrier’s website and through Phone. - Create appointments on scheduler while receiving patient calls - Full patient demographics and charge entry - Insurance claims submission (primary, secondary or tertiary) - Accounts receivable analysis with corrective and preventive actions and decision making for Collections - Strong claims follow up on denials from insurances like Workers Comp, Medicare, Medicaid, BCBS Semi-Government, Managed care and Commercial Insurances (Aetna, BCBS, Cigna, UHC, Oxford etc...) - Patient billing inquiries as per received information from provider office - To check claim status from insurance, websites, auto-response unit, and via live calls. - To make on-call appeals for reprocessing of incorrectly processed claims based on billing knowledge - ICD9, CPT and HCPCS Coding and/or review, Encoder pro Expert licensed version guided for correct coding - Daily, Monthly, and annual AR Financial reports preparation - Custom reports where required - Patient billing as per instructions - Credentialing guidelines - Consulting/Training - Superbill review - Appeals (c). Specialties Anesthesiology Cardiology Chiropractic Dermatology Emergency Medicine Endocrinology Family Practice Gastroenterology General surgery Geriatrics Gynecology and obstetrics Internal Medicine Pneumology Orthopedic Otolaryngology Pathology Pediatrics Physical Medicine and Rehabilitation Physical Therapist Psychiatry Neurology Radiology Radiotherapy Rheumatology Urology TECHNICAL SKILLS: MS Office, MS Office Suite, Rational Rose, MS Visio, Agile/Scrum, UAT, Sales Management, MS Project, Rational Requisite Pro, Test Director, WinRunner, Excel, ERP, SOAP, Restful, LoadRunner, SDLC, Quick Test Pro, MS-Word, MS PowerPoint.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    eClinicalWorks
    Account Reconciliation
    Accounts Receivable Management
    Communications
    Data Entry
    Microsoft Office
    ICD Coding
    Scheduling
    Management Skills
    Medical Procedure Coding
    Finance & Accounting
    Healthcare Common Procedure Coding System
    Medical Billing & Coding
    Licensing Agreement
  • $150 hourly
    Accomplished Chief Financial Officer with 30 years' experience in finance and administration for small and mid-size businesses. Demonstrated ability to increase enterprise value while effectively leading financial, legal, information technology, and human resource functions. Strategic and collaborative member of senior leadership team with strong interpersonal and team-building skills.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Information Security
    Accounting Software
    Financial Reporting
    Financial Modeling
    Treasury Management
    Benefits
    Risk Management
    Financial Analysis & Valuation
    Business Planning & Strategy
    Change Management
    Finance & Accounting
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