27 Best Financial Services Freelancers For Hire In North Carolina

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

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$50 hourly
- 5.0/5
- (24 jobs)
I am a goal-oriented and community focused financial educator hoping to obtain projects where I can utilize my financial education experience to excite others about financial literacy and to empower them to take control of their finances through various workshops, seminars, and blogs. I taught business education for a public high school for 11 years, and coordinated a work based program called the Finance Academy. I also developed and presented financial content for a local news station. My passion is truly finance.

Financial Services
Education Presentation
Instructional Design
Data Entry
Google Docs
Customer Service
Content Writing
Content Development
Tutoring
General Transcription
Finance & Accounting
Education
Sales & Marketing
$49 hourly
- 4.8/5
- (43 jobs)
Bachelor's Degree in Computer Science and MBA with 28+ years experience as an independent recruiter. I specialize in filling hard to fill roles where a job posting isn't effective and a headhunting approach is needed and have placed hundreds of candidates at firms ranging in size from 5 person startups to Fortune 100 multinational firms. I have a LinkedIn Recruiter account with over 700 projects with prescreened candidates grouped by skillset. I have InMailed thousands of candidates over the years and viewed hundreds of thousands of profiles so it's likely I have already vetted candidates for your openings which will save you time and money.

Financial Services
Resume Screening
Sourcing
LinkedIn Recruiting
Staffing Needs
Candidate Evaluation
Recruiting
Boolean Search
IT Recruiting
Candidate Sourcing
IT Sourcing
HR & Business Services
Finance & Accounting
Tech & IT
$60 hourly
- 5.0/5
- (12 jobs)
I am a writer with expertise in a number of areas including finance and markets, project management, software development, and business strategy. I also write on topics such as sports such as college football, food and cooking, wine and spirts, exercise and fitness, and watches. Writing is a creative outlet for me since I have spent the past 20 years working in financial services in a variety of roles. I write in a conversational and humorous style which can be adapted to any area. I am building up my writing business with the hopes of one day retiring from corporate life and freelancing full time. I am an adaptable and versatile senior leader with 15+ years of experience in Financial Services known for delivering successful project and program solutions. I hold the Certified Fraud Examiner (CFE) and Project Management Professional (PMP) certifications.

Financial Services
Project Management
Software Testing
Content Creation
Strategy
Health & Fitness
Business Consulting
Cryptocurrency
Blog Writing
Sports & Outdoor Photography
Writing
Capital Markets
Content Writing
Food & Beverage
Finance & Accounting
$60 hourly
- 5.0/5
- (19 jobs)
I have a passion to help others achieve financial success. I can help high schoolers, young adults, married couples, people who are traveling and working remotely, really anyone who has ever asked "Why did I not learn this stuff in school?!" fits my ideal client. In our sessions, you will learn basic money concepts and begin formulating a plan to achieve financial freedom. We will go over the money pitfalls you or your family are currently facing and address these issues head-on. We will then discuss ways to increase income, save, build wealth, and find ways to make money work for you. I have also worked for almost a year now as a freelance content writer. I have created hundreds of pieces of content for several clients.

Financial Services
Instructional Design
Curriculum Design
Career Coaching
Finance & Accounting
Curriculum Development
Behavioral Finance
Online Instruction
Writing
Curriculum Mapping
Coaching
Face-to-Face Instruction
Curriculum Plan
Life Coaching
Content Writing
Financial Writing
$205 hourly
- 5.0/5
- (1 job)
My unrelenting focus is on maximizing value creation (i.e., benefit in excess of cost) prioritized in whatever manner is most impactful to the long-term interests of clients and stakeholders. I enjoy doers; people who aren't afraid to make mistakes in the pursuit of something better. I prefer partnering with people and organizations who promote accountability alongside the delegation of responsibility and whose urgency to succeed dominates their fear of ruin. I have a wealth of experience I'm happy to discuss, but I am more interested in exploring the goals and objectives of others.

Financial Services
Accounting
Operations Analytics
Human Resource Information System
Business Operations
Financial Consulting
Human Resource Management
Human Resources Consulting
Finance & Accounting
Elearning LMS Consulting
Enterprise Architecture
Human Resources Strategy
Leadership Development
Information Technology
Human Resources
Learning Management System
$50 hourly
- 5.0/5
- (1 job)
I am a CPA with over 15 years of experience as an accounting / auditing professional working in the insurance industry. The breadth of my charge spans from financial and SOX audits, to IT audits, to regulatory compliance audits. I have also spearheaded multiple internal projects to assess and redesign business processes to gain efficiencies across the enterprise. While the primary focus of my work has shifted toward process improvement, especially as it relates to risk management, I am open to simpler, more rote tasks, as they have their own relaxing qualities, as well. Put succinctly, no matter the gap your business faces, I can help. Let's do something good together!

Financial Services
Web Scraping
Oracle JD Edwards EnterpriseOne
Python
Finance & Accounting
Agile Software Development
Risk Management
Financial Policies & Procedures
Business Process Automation
Risk Analysis
Accounting Report Creation
Financial Accounting
Accounting
Intuit QuickBooks
Financial Audit
Bank Reconciliation
$50 hourly
- 5.0/5
- (1 job)
I am skilled in Microsoft excel, including VBA, macros, charting, formulas, power pivot, and statistical analysis. I leverage my skills to manage data and provide insights to managers.

Financial Services
Excel Macros
Finance
Financial Modeling
Financial Analysis & Valuation
Microsoft Excel PowerPivot
Finance & Accounting
Excel Formula
Visual Basic for Applications
Data Analytics
Microsoft Excel
Data Analysis
$80 hourly
- 5.0/5
- (3 jobs)
I'm currently working as a fractional CFO consultant for small and medium sized business owners in various industries, typically early-stage. I also am doing freelance work to help clients with all things excel, financial modeling and valuation, and potentially to meet longer-term future fractional CFO clients. I have ~10 years of professional experience ranging from investment banking equity research to fractional CFO consulting. I majored in Finance and also have my CFA (Chartered Financial Analyst) designation. I'm highly experienced in Microsoft excel (formatting, formulas, shortcuts, automation, etc.), financial modeling and analysis, data analysis, business valuation, industry analysis and trends, strategic financial decisions, personal finance, etc. If you need help with financial modeling and valuation, excel, organizing/formatting excel files, creating/recreating useful tools/models in excel, or need help with business financial decisions, I can help.

Financial Services
Microsoft Word
Finance & Accounting
Personal Finance
Investment Research
Private Equity
Business Valuation
Equity Valuation
Business Strategy
Business Analysis
Communication Skills
Microsoft PowerPoint
Finance
Company Valuation
Microsoft Excel
Financial Modeling
$40 hourly
- 5.0/5
- (4 jobs)
I am a hard worker and very determined to complete any task that is given to me. I can think on my own and always keep busy and stay organized! I have Military, Office, Legal Experience and More. Thank you for taking the time to look at my profile!

Financial Services
Customer Service
Legal Case Management Software
Estate Planning
Contract
Civil Law
Legal Research
Case Management
Probate
Military
Writing
Finance & Accounting
Microsoft Office
$90 hourly
- 5.0/5
- (1 job)
I am a highly ambitious and results-oriented thought leader with strong project, strategy, and leadership competencies. I'm equipped with the ability to proactively identify creative solutions to business challenges by utilizing the appropriate framework, analysis, and relationships. I'm capable of navigating ambiguity by simplifying complex challenges into intuitive solutions by providing a clear and focused roadmap. I have an incredibly diverse background working in extensive leadership roles for two of the largest financial institutions in the US for over 16 years along with having run several successful small businesses and non-profits. I personally love to help organizations solve complex problems regardless of the subject matter by utilizing various toolkits, methodologies and even some proprietary frameworks that I have developed throughout my career.

Financial Services
Project Management
Project Management Office
Financial Model
Financial Modeling
Financial Consulting
Forecasting
IT Capacity Planning
Business Planning & Strategy
Finance & Accounting
Finance
Strategy
Business Management
Management Skills
Strategic Plan
Strategic Planning
$25 hourly
- 5.0/5
- (6 jobs)
- My diverse experience makes me a great candidate to fill any role! - I am a self-starter with a strong work ethic and the drive to learn new systems and skills. - I love going deeper into the work to see behind-the-scenes, so I am well suited for operations work.

Financial Services
Customer Service
Food Photography
Food & Beverage
Social Media Management
Finance & Accounting
Recipe Writing
Compliance
General Transcription
Leadership Skills
Recipe Development
Typing
$60 hourly
- 5.0/5
- (1 job)
Hello and thank you for stopping by! I am Jeff and have over 10 years of experience in finance ranging from investment banking, to CFO consulting for private equity, serving as Head of Strategic Finance for a start-up that has raised over $100 million, and acting as a VP of FP&A and Strategic Initiatives. My experience includes working in a variety of industries such as SaaS, Healthcare, Information Services, Transportation, and Consumer Products. My work has revolved around assisting CFO’s and companies to drive financial and strategic decisions through utilizing data and automation for engagements which include Sell-Side Readiness, AR Process Improvement, Root Cause Analyses, Budgeting and Forecasting, KPI and Reporting Enhancements, Reporting Automation, Forecasting Process Improvement, and FP&A Support. This involves driving the development of the finance function, reporting processes and cadences, risk mitigation, visibility enhancement, and analytic/KPI development through building flexible and granular financial models utilizing excel, VBA, Power BI, and other tools to perform various financial analyses, deep-dives, sensitivity analyses, and valuation analyses.

Financial Services
Financial Modeling
Excel Macros
KPI Metric Development
Financial Reporting
Microsoft Power BI
Finance & Accounting
Microsoft Excel
Strategy
Financial Analysis & Valuation
Finance
Data Model
Scenario Planning
$60 hourly
- 0.0/5
- (0 jobs)
I am a CPA with 8 years of experience in the finance and accounting world, including public accounting. My main experience has been in the healthcare industry. My goal is to assist your company’s finance and accounting needs in a way that makes your job stress free. No job is too small for me. I am a very good communicator who is deadline driven and hardworking. I am reliable and will not take on work that I don’t believe I can complete adequately. I am very experienced in Excel and Quickbooks Online. I would be happy to help with month end close, AP, AR, cash management, budgeting, financial projections, reconciliations, and more!

Financial Services
Finance & Accounting
Payroll Reconciliation
Financial Reporting
Budget Planning
QuickBooks Online
Microsoft Word
Financial Statement
Healthcare
Financial Projection
Cash Flow Analysis
Month-End Close Assistance
Accounts Receivable
Microsoft Excel
Account Reconciliation
Accounts Payable
$48 hourly
- 0.0/5
- (1 job)
I'm a professional with a passion for finance and accounting and a desire to add value in companies of all sizes. •Leading financial planning process for forecasts and budget: Collaborating with colleagues to establish projects aligned with business goals and to maintain within their budget. •Managing accounting processes such as month-end close, treasury, payroll, internal/external auditors, financial reporting, and other tasks. •Implementing and automating efficient systems: Improve reporting for accounting, financial, banking, expense reports, and payroll systems to reduce labor costs and enhance close process. Specialties: •Budget and Forecasting •Financial Planning & Analysis •General Accounting •Financial Reporting •ERP (NetSuite, Workday Adaptive, Hyperion, GreatPlains) Interest & Hobbies: •Fur mom to two yorkies. I love throwing the ball to play fetch, giving treats, and hugging or chasing after them! •I enjoy exercising such as strength training, running, and walking. •Cooking, baking, and eating in the kitchen with family, friends, or neighbors makes me happy to ease stress and improves my mood. Please feel free to reach out if my experience and knowledge can make an impact to your business.

Financial Services
Microsoft PowerPoint
Financial Audit
Process Improvement
Financial Reporting
Financial Statement
Finance & Accounting
Presentation Slide
Oracle NetSuite
Financial Variance Analysis
Budget Planning
Financial Analysis
Microsoft Excel
Financial Planning
Forecasting
Workday Adaptive Planning
$80 hourly
- 4.0/5
- (10 jobs)
About Me Accomplished executive with over a decade of experience in sales leadership, business development, and operational strategy. My career spans industries such as Fintech, SaaS, Investments, Telecommunications, and Retail, where I've consistently driven revenue growth, streamlined processes, and led organizations to scale successfully. As a seasoned Sales Director and Business Development Leader, I've developed and executed strategic plans that exceed revenue goals, optimize operations, and empower teams. My expertise in CRM and sales automation tools like Salesforce and HubSpot allows me to craft efficient, data-driven processes that deliver measurable results. Core Competencies: Strategic Sales Planning & Revenue Operations Process Optimization & CRM Integration Team Leadership & Organizational Growth Market Analysis & Competitive Strategy Contract Negotiation & High-Value Deal Closure In my recent roles, I've: Directed sales and business development at Master FFL, enhancing lead generation and securing key industry partnerships. Presided over Black Flag Capital, scaling operations, managing a 50+ team, and achieving a 68% increase in lead generation. Consulted SMBs at Black Flag Consulting, refining their sales strategies to achieve significant profitability and streamlined operations. I thrive in fast-paced environments, whether it's spearheading growth for startups or driving strategic initiatives for established enterprises. My passion lies in fostering innovation, building scalable systems, and leading teams toward shared success. Let's connect and explore how I can bring my expertise to your organization.

Financial Services
Construction Management
Construction Estimating
Sales Call
Sales Consulting
Sales Analytics
Mortgage Agreement
Data Analysis
Sales
Investment Research
Outbound Sales
Construction Monitoring
Construction
Sales & Marketing
Finance & Accounting
Limited Liability Company
$15 hourly
- 5.0/5
- (1 job)
I am a goal oriented, self-driven individual who is able to accomplish all tasks quickly and efficiently with little to no supervision. I have had multiple management positions in which I ran the entire business.

Financial Services
Resume Screening
Client Management
Client Interview
Customer Care
Customer Service
Order Fulfillment
Finance & Accounting
Cooking
Recruiting
Excel Formula
Word Processor
$20 hourly
- 5.0/5
- (1 job)
I like to organize and sort data to identify patterns which can help a company take better decisions

Financial Services
Insurance Agency Operations
Data Entry
Finance & Accounting
Microsoft Excel
$30 hourly
- 5.0/5
- (1 job)
I'm a recent MBA graduate from Duke's Fuqua School of Business with 4 years of work experience at J.P. Morgan Chase in various finance and analytics oriented roles.

Financial Services
Analytics
Strategy
Business Consulting
Financial Modeling
Financial Analysis
Finance & Accounting
Dashboard
Tableau
SQL
Microsoft PowerPoint
Microsoft Excel
$900 hourly
- 0.0/5
- (0 jobs)
Meet Charles Perry: Your Trusted Account Executive for Business Solutions Hello there! I'm Charles Perry, and I'm thrilled to introduce myself as your dedicated Account Executive for all things related to your business. With a passion for finance and a knack for fostering strong client relationships, I bring a wealth of experience and expertise to the table. With years of experience in the financial industry, I understand the intricate needs and challenges that businesses face when it comes to processing credit card payments, Alternative Leading, and overall growth in your business. My goal is to alleviate any concerns and streamline the payment process for my clients, allowing them to focus on what they do best – running their businesses. As your Account Executive, I pride myself on being a proactive problem-solver and a trusted advisor. Whether you're a small startup or a large enterprise, I will work closely with you to assess your unique needs and tailor a solution that fits seamlessly into your operations. From setting up merchant accounts to providing ongoing support and guidance, I'm here every step of the way to ensure your success. I believe that communication is key to building strong partnerships, which is why I make it a priority to always be accessible and responsive to my clients' needs. Whether you have questions, concerns, or simply need advice, you can count on me to be there for you, providing personalized service that goes above and beyond your expectations. In addition to my dedication to client satisfaction, I also stay on top of the latest industry trends and technologies to ensure that my clients have access to the most innovative solutions available. From mobile payments to e-commerce integrations, I'll help you stay ahead of the curve and capitalize on new opportunities for growth. So, if you're ready to take your payment processing to the next level, I invite you to reach out and schedule a consultation. Together, we'll find the perfect solution to meet your needs and propel your business forward. Let's embark on this journey together – I can't wait to see what we can achieve! Warm regards, Charles Perry Your Trusted Account Executive

Financial Services
Finance & Accounting
Sales & Marketing
Market Research
$35 hourly
- 0.0/5
- (0 jobs)
I bring a strong foundation in Finance and Economics (Statistics) with a keen interest in transitioning into the realm of Machine Learning and Artificial Intelligence. My journey led me through the Google Data Analytics program, where I honed my skills in data collection, cleansing, manipulation, analysis, and reporting, leveraging tools such as SQL, R, and Tableau. Further enhancing my toolkit, I delved into NOSQL and Snowflake through workshops, subsequently embarking on a journey to master Python. My aspiration is to contribute to a dynamic company that values both my analytical acumen and creative problem-solving abilities, enabling me to drive impactful business solutions through the power of data.

Financial Services
Finance & Accounting
Data Visualization
Data Analytics
$115 hourly
- 0.0/5
- (1 job)
Fractional CFO | FP&A | 20 Years of Experience I simplify the complicated so your business can grow. I am a seasoned business financial leader with 20 years of experience helping businesses streamline their financial operations, increase profitability, and improve overall business health. As a certified QuickBooks Online ProAdvisor, I specialize in offering comprehensive bookkeeping and financial management services tailored to meet the unique needs of each business I work with. Throughout my career, I’ve worked with a diverse range of industries and organizations, from non-profits to service-based businesses. I combine my strategic financial vision with hands-on execution to deliver results such as improving cash flow, reducing costs, and optimizing processes. Core Skills: - Bookkeeping & Accounting Fundamentals - QuickBooks Online, TurboTax, Excel, Google Sheets - Payroll Processing & Bank Reconciliations - Financial Reporting & Budget Management - Automation & AI in Bookkeeping - Business Process Improvement - Leadership & Team Collaboration Key Achievements: - Led a non-profit’s financial function, boosting revenue by 20% and reducing costs by 10% in one year. - Owned and operated a small business, achieving a 30% net profit with a 70% close rate on leads. - Doubled revenue for a marketing agency through inbound marketing strategies and optimized business processes. Whether you need accurate bookkeeping, financial analysis, or strategic insights to grow your business, I bring a wealth of experience, a proven track record, and a passion for helping small businesses succeed. Let’s work together to ensure your financials are not only accurate but also an asset to your business growth.

Financial Services
Leadership Coaching
Project Management
Business Consulting
Accounting Software
Finance & Accounting
Financial Analysis
Business Strategy
Strategic Planning
Business Analysis
Business Coaching
Management Consulting
Analytical Presentation
Bookkeeping
Accounting Basics
Accounting
$25 hourly
- 5.0/5
- (2 jobs)
Summary Experienced professional with a diverse background in customer service, database management, and market leadership. Bilingual and adept at providing exceptional client support, managing office operations, and building strong customer relationships.

Financial Services
Virtual Assistance
QuickBooks Online
Bookkeeping
Finance & Accounting
JavaScript
jQuery
SQL
Technical Support
Customer Service
$65 hourly
- 4.6/5
- (5 jobs)
Hi there! I am a seasoned professional with extensive experience in administrative and human resources roles. As a detail-oriented and organized individual, I have a passion for delivering top-notch administrative support and streamlining HR processes to help organizations run smoothly. With over 19+ years of experience in the field, I have honed my skills in a wide range of administrative tasks, including calendar management, travel coordination, and document preparation. My proficiency in various software tools, including Microsoft Office and Google Suite, allows me to work efficiently and effectively. As an HR professional, I am well-versed in recruitment, onboarding, employee relations, and benefits administration. I am committed to maintaining a positive and inclusive workplace culture, and have experience creating and implementing diversity and inclusion initiatives. Throughout my career, I have demonstrated strong communication skills, both written and verbal, and a commitment to delivering exceptional customer service. I am a proactive problem solver who is comfortable working independently or as part of a team. In addition to my practical skills, I bring a positive attitude and a willingness to learn and grow with each new opportunity. I am excited about the prospect of joining your team and contributing to the success of your organization. Thank you for considering my profile, and I look forward to the opportunity to connect with you!

Financial Services
Finance & Accounting
Marketing
Sales Operations
HR System Management
HR & Business Services
Human Resource Management
Business Operations
People Management
$60 hourly
- 4.4/5
- (6 jobs)
I am a professional at editing videos and photos. Currently in college, I hold a high school diploma. I have 6 years of experience in video editing. I have a year of experience working at one of the startup companies (Tract Learning) as a Content Creator and Video Editor.

Financial Services
Finance & Accounting
Microsoft Excel
Data Entry
Microsoft Word
Adobe Premiere Pro
Video Editing
Content Creation
Adobe Photoshop
$999 hourly
- 0.0/5
- (0 jobs)
Use this space to show clients you have the skills and experience they're looking for. Describe your strengths and skills Highlight projects, accomplishments and education Keep it short and make sure it's error-free

Financial Services
Finance & Accounting
$20 hourly
- 5.0/5
- (1 job)
I have over 6 years working in finance both operationally and client-facing. I can rebalance accounts and even do mail mergers!

Financial Services
Finance & Accounting
Data Mining
Microsoft PowerPoint
Mail Merge
General Transcription
Data Entry
Typing
CRM Software
Daily Deposits
Microsoft Word
$95 hourly
- 0.0/5
- (0 jobs)
I am an accounting major who helps small and medium sized businesses with their bookkeeping and accounting needs. Services include everything from QuickBooks setup, historical clean-ups, daily, weekly, monthly or quarterly reviews, payroll processing and reconciliation, and many other services I am Advanced certified with QuickBooks and am a CPA candidate.

Financial Services
Financial Reporting
Payroll Reconciliation
Finance & Accounting
Management Accounting
Bookkeeping
Accounting Advisory
Business Management
Microsoft Office
Payroll Accounting
Intuit QuickBooks
Invoicing
Account Reconciliation
Month-End Close Assistance
Accounting
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