Hire the best Financial Services Freelancers in Pennsylvania
Check out Financial Services Freelancers in Pennsylvania with the skills you need for your next job.
- $45 hourly
- 5.0/5
- (12 jobs)
Buildium | Appfolio | Quickbooks | Financial Reporting | Financial Analysis | Statistical Analysis | Client Relations | Bookkeeping | | Financial Forecasting | Real Estate I am professional bookkeeper, financial manager and real estate agent. I have spent the past year as financial manager for a mid sized and rapidly growing property management company. My primary software experience is with Buildium, Quickbooks, and Appfolio. I specialize in account clean up and reconciliation projects. At my last role, I processed an average of $3000 a day of account payable invoices and $5,000 of receivables. I reconciled 8 bank accounts daily with 10-50 transactions per day. I was responsible for issuing 541 clients and vendors a 1099 tax form for the 2021 tax year. Additionally, I have extensive experience with data analysis and KPI tracking for the growth and development of a small to mid sized company. Excel is a program I feel very comfortable with in order to produce efficient and accurate financial records.Financial Services
Account ReconciliationFinancial AnalysisTax PreparationFinancial ReportPro Forma StatementData AnalysisBusiness IntelligenceProperty Management SoftwareProperty ManagementFinance & AccountingPayroll ReconciliationBank ReconciliationMicrosoft ExcelPayroll AccountingBookkeeping - $65 hourly
- 5.0/5
- (7 jobs)
Hello there! My name is Bree Bovay. I am the owner of Bovay Tax Services. For the past 8 years, I have been providing tax & accounting services to clients ranging from individuals to single-member LLCs to corporations. I am passionate about accounting. I love what I do, which means I do it well. I carry a positive attitude and an unstoppable drive. Feel free to reach out with any questions regarding my skills and experience.Financial Services
CCH AxcessQuickBooks OnlineIntuit Proconnect TaxTax TheoryTax Preparation SoftwareTax StrategyFinance & AccountingTax LawTax Refund SubmissionBookkeepingTax Planning & AdvisoryPayroll AccountingAccountingTax PreparationTax Accounting - $100 hourly
- 5.0/5
- (13 jobs)
CPA based in Pennsylvania looking to provide accounting, tax and advisory services to individuals and businesses. Why Choose Me Over Someone Else: If you simply need a data entry clerk or basic tax preparer who just throws numbers into the return, I am probably not the right candidate for you. However, if you are looking for a CPA who can be a long-term business and tax advisor that provides accounting oversight and tax guidance not only to your business but to your individual taxes as well, then I think I am your perfect candidate. I can provide bookkeeping, accounting advisory and tax preparation services and you can be comfortable knowing that a CPA is standing next to you. About Me: I have over 8 years of experience working in public and private accounting providing accounting, tax, audit and advisory services to a mixture of individual and business clients. I worked for 4 years in a regional CPA firm, reaching the level of Senior Accountant and 4 years in the accounting department of a privately-held business, reaching the level of Accounting Manager. I opened my own CPA firm in January 2024. I provide tax preparation, bookkeeping and accounting advisory services to a mixture of individual and small business clients in my county and the state of Pennsylvania as well as clients in New Jersey and New York. However, I have plenty of experience preparing larger multi-state individual and business returns for clients across the country. Don't be afraid to reach out to me even if you aren't in PA/NJ/NY! Let us grow our businesses together!Financial Services
Property ManagementReal EstateBookkeepingFinancial AccountingFinance & AccountingFinanceTax ReturnTax PreparationTax Planning & AdvisoryTax AccountingAccounting SoftwareAccounting AdvisoryAccountingCPA - $100 hourly
- 5.0/5
- (6 jobs)
Patrick has 10 years of experience working in asset management and investment banking. He has previously worked as an investment advisor, advising high net worth clients on their international investments, and also as a Mergers and Acquisitions analyst, advising middle market companies across a wide range of industries. Patrick is active in the startup ecosystem, having previously worked as the head of international business development for one of the leading crypto currency exchanges in Latin America. Patrick is a CFA charterholder and holds a degree in Finance from The Moore School of Business at The University of South Carolina. He speaks English, Portuguese, and Spanish.Financial Services
CopywritingFinancial WritingInvestment StrategyForex TradingInvestment BankingFinancial PlanningInvestment ResearchFinancial ManagementFinance & Accounting - $75 hourly
- 5.0/5
- (1 job)
As a Certified Public Accountant (CPA) and founder of Mana Accounting & Advisory, I am dedicated to the mission of empowering businesses through financial data. Our foremost goal is to foster the growth and success of businesses through accounting, bookkeeping and CFO work that moves them forward. At Mana Accounting & Advisory, we cater to a diverse clientele all around the United States, including law firms, startups, content creators, and small businesses, addressing their accounting, bookkeeping, and advisory needs. Some of our services include: -“Catch-up” accounting assistance to bring books up-to-date and tax-ready. -Ongoing monthly bookkeeping and accounting support. -Setup and configuration of Zoho Books or QuickBooks, and Chart of Account structuring. -CFO, Controller and Advisory Services, including cash flow forecasting, budgeting, and KPI tracking. -Process building and process improvement tailored to individual business needs. -Payroll setup and processing. -Tax preparation and strategic tax planning assistance. We are a tech-froward firm, and believe technological integration and automation should be a core part of accounting framework. We integrate into your systems. Our specialization extends to a suite of applications, including: -Zoho Books -Zoho Expense -Zoho Analytics -Zoho Inventory -QuickBooks Online -QuickBooks Payroll -Gusto -Google Suite -Fathom -Jirva At Mana Accounting & Advisory, our commitment transcends mere financial management; we aspire to catalyze business ascent by providing accurate financial insights and growth-oriented advisory, empowering decision-makers to navigate with confidence and clarity. If you seek to discover the potential of finance to propel your business to new heights, we invite you to get in touch today!Financial Services
Accounting Tools SetupAccounting SoftwareAccounting AdvisoryQuickBooks OnlineAccountingKPI Metric DevelopmentCash Flow ModelingCash Flow AnalysisFinance & AccountingZoho BooksCPAFinancial AnalysisBookkeepingPayroll AccountingIntuit QuickBooks - $285 hourly
- 5.0/5
- (2 jobs)
As a YNAB Certified Budget Coach and a Certified Money Coach®, I work with you as a guide and accountability partner to become more confident, aware, and in control of your money. I believe money should be a tool to help you live your best life – not a burden that is always dragging you down. I can help with: • You Need A Budget (YNAB) - setup and ongoing maintenance • Expense tracking • Budget creation • Improving your relationship with money • Improving your money mindset • Goal setting and accountability • Profit First implementation and maintenance • Small, service-based business bookkeeping using YNAB software Money is complex! I support my clients every step of the way, until they feel confident and empowered to be able to face the money challenges that come their way!Financial Services
Financial PlanningPersonal BudgetingMicrosoft WordCash Flow AnalysisFinance & AccountingFinancial ManagementBookkeepingBudget ManagementBank ReconciliationMicrosoft Excel - $50 hourly
- 5.0/5
- (1 job)
Innovative and progressive Project Management Professional (PMP) with solid leadership and management abilities in a Fortune 500 business environment. Demonstrated strengths in managing diverse processes, building and maintaining relationships through organization, motivating staff and colleagues, assessing and developing business processes, and managing departmental objectives through ever-changing technology/financial environment.Financial Services
Project Management OfficeProject Management SoftwareAccountingProject ManagementStaff DevelopmentStaff Orientation & Onboarding MaterialsStrategic PlanningHealthcareFinanceStrategyProject DeliveryFinance & AccountingRetail & Consumer Goods - $50 hourly
- 5.0/5
- (1 job)
Accounting, Audit, and Finance professional with 11 years in public and private accounting including Big 4, and experience in the Defense & Space, pharmaceutical and utility industries. Held various positions with duties that included maintaining accurate books and records, budgeting, forecasting, long-term strategic planning, assessing Internal Controls (SOC1 Reporting) Sarbanes Oxley (SOX) testing, contract negotiations, and Internal Audit. Technical skills: include Database Management (SQL and SAS), Microsoft Office Suite (Excel/Word/PowerPoint), MS Access, Photoshop, IDEA Data Analysis, SharePoint, SAP, NetSuite, QuickBooks, Workiva, Bill.com, Oracle E-Business Suits, Smart Excel, and Vision.Financial Services
TableauFinancial ConsultingAnalytical PresentationFinance & AccountingAccounting SoftwareAccounting AdvisoryMicrosoft OfficeExcel FormulaFinancial AnalysisMicrosoft Excel PowerPivotAccountingFinancial AccountingFinancial Variance Analysis - $95 hourly
- 4.7/5
- (23 jobs)
As a virtual CFO, with almost 30 years of experience, I specialize in helping small and mid-sized businesses, and real estate investors, boost their financial strategies, overcome challenges, and accelerate growth so they can be better informed about their business and have the ability to make good business decisions. Do you struggle to understand your financial information? You know you need to set and hit targets, but you don’t know what they should be. Are you struggling with cash flow? Do you need to get funding or simply need to better your relationship with your bank? Or maybe you simply need to better understand where your business stands each month and where improvements can be made. Oh, by the way, we love start-ups and very young business too! If you recognize yourself in any of those questions, I can help! ⌚ I can help you get more time to focus on running your business, clarity around your financial information, better control over cash flow, and a budget to help you make better decisions. I can provide forecasting and planning, management reporting, strategic management analysis and Key Performance Indicator creation with custom dashboards. 🏗 If you are a start-up or young business, well I am happy to help you too. With special ‘start-up’ pricing, I can get you set up on Quickbook Online and create a streamlined and efficient process that will always keep you on top of your numbers, allowing you to go out and do what you love. Create and grow your business. 📈 With a background that includes positions such as controller, CFO, and owner of several highly successful businesses, I bring a wealth of unique insight into what business owners need. I don’t spend time doing tax returns, so I am able to devote all of my time to your data. 🏦 I’ve worked with clients from a variety of industries, but my specialties are helping small business owners take control of their financial information, working with owners that have multiple businesses and real estate investors. QuickBooks Online Certified QuickBooks Online Advanced Certified My services include the following: Virtual CFO • Budgeting & Forecasting • Business Analysis & Visualization • KPI Reporting & Dashboard Creation • Management Reporting • Strategic Management Analysis • Financial Analysis Accounting & Bookkeeping Solutions • Financial Controller Services • Accounting Team Management • Inventory Accounting & Procedures • Full-Service Bookkeeping • Monthly Close & Reporting CHECK OUT MY PORTFOLIO Financial reports are fantastic and yes, we review those with you. But sometimes it’s nice to see things visually. I provide you with customized reports, tailored to your business. What do you want to see every month? How do you want to see it? Charts, graphs and reports can all be customized to you and your business. Outsource CFO packages: I offer packages based on your current needs as well as hourly pricing. Let’s take 15 minutes to chat and find out if we are a good fit for each other.Financial Services
Accounts Payable ManagementPayroll ReconciliationQuickBooks OnlineFinancial AnalysisFinance & AccountingAccounts Receivable ManagementFinancial AccountingBalance SheetAccount ReconciliationBookkeepingBank ReconciliationData EntryIncome StatementMicrosoft ExcelIntuit QuickBooks - $40 hourly
- 5.0/5
- (3 jobs)
I offer time and resources to companies and individuals looking to get the best value for an accountant. I am happy to lend a hand and provide accounting with a positive attitude!Financial Services
Finance & AccountingAccounting SoftwareVisualizationData AnalysisData EntryCommunication SkillsForecastingFinancial ModelingFinancial AnalysisJournal EntriesBookkeepingTechnical AccountingCost AnalysisAccounts ReceivableAccounts Payable - $30 hourly
- 5.0/5
- (2 jobs)
A motivated college student pursuing a bachelor's in finance for passion of numbers. Currently, a junior looking for an internship to gain hands on experience in the world of finance and data science. Offers strong work ethic and fast learning.Financial Services
Microsoft PowerPointPresentation DesignBusiness PresentationMicrosoft AccessMicrosoft WordFinance & AccountingData ScienceMicrosoft Excel - $50 hourly
- 0.0/5
- (1 job)
With over 10 years’ experience in small business development, I am an expert in business and strategic planning. I have years of experience competing business and marketing plans, financials projections and business research. I am a nationally recognized business consultant available to help with you small business needs.Financial Services
Business ModelingLeadership DevelopmentInternational BusinessUnderwritingLeadership TrainingBusiness ConsultingCommunity DevelopmentLeadership SkillsCustomer Retention StrategyCustomer RetentionBusinessFinanceBusiness DevelopmentFinance & AccountingStrategy - $25 hourly
- 5.0/5
- (1 job)
I'm an accountant experienced in revenue and cash management. Proficient in data entry and analytics with a passion for research and management. Advanced knowledge and use of Microsoft Excel. Intermediate knowledge and use of SQL and Oracle ERP. As an accountant, I know the importance of both accuracy and speed, and can promise my clients both. Winner of the ICBSC 2021 International Business Competition during college.Financial Services
Information LiteracyOracleProject AccountingFinance & AccountingFinancial AccountingOracle AccountingAccounting AdvisoryRevenue Cycle ManagementRevenue ManagementSQLSnowflakeAccountingComputerManagement AccountingComputer Skills - $160 hourly
- 0.0/5
- (0 jobs)
Experienced Project Manager specializing in team leadership and goal-oriented project management. Expertise in researching tax legislation, documenting its impact on internal processes, and optimizing tax compliance. Skilled at identifying and enhancing audit compliance procedures. Proficient in analyzing business processes for operational efficiency. Proficient in SAP, JDE Enterprise One, Quorum, and a wide range of tax and business software, including Microsoft Office Suite. * Organized project manager with the ability to manage a team and ensure progress towards goal completion * Adept at researching and documenting changes in tax legislation and its effect on internal processes and taxes paid * Skilled at identifying processes which enhance internal and external audit compliance procedures * Capable of analyzing current business procedures to maximize efficiencies in operations * Proficient in: SAP; JDE Enterprise One; Quorum; OneSource; RIA Checkpoint; CCH Research; Sabrix; Vertex; Alteryx; SAP Ariba, 1099 Pro; BNA Fixed Asset Software; OpenInvoice; Avalara Property Tax Solutions; Microsoft Office Suite (Word, Excel, PowerPoint, and Access); Microsoft Business Solutions.Financial Services
Property TaxIndirect TaxTax Planning & AdvisoryUS TaxationTaxationBookkeepingAccounting SoftwareFinance & AccountingSales TaxAlteryx, Inc.Tax AccountingMicrosoft Excel - $250 hourly
- 0.0/5
- (1 job)
As a Forensic Accountant, my role is to meticulously investigate financial information, providing invaluable assistance to attorneys, businesses, law enforcement, and individual clients. I've honed my expertise in criminal investigations and labor law disputes, and I bring strong capabilities in business valuation, shareholder disputes, due diligence in mergers and acquisitions, mediation, and serving as an expert witness. My professional reach extends to Pennsylvania, New Jersey, and Florida. My career in the accounting field spans 20 years, during which I have excelled as a managerial and forensic accountant. After a decade in corporate controller positions, I took a leap of faith and founded an accounting firm that operated successfully across several states in the United States. This entrepreneurial venture was a testament to my passion and commitment to the field. Subsequently, I sold my firm to join the Federal Bureau of Investigation (FBI) as a forensic expert, a move that further enriched my expertise. I am well-versed in both Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS), a testament to my continuous learning and growth. I am a licensed Certified Fraud Examiner (CFE) and an FBI Forensic Accounting Core Training Graduate. I earned my bachelor’s degree in financial accounting and strategic marketing from Rosemont College and am preparing for the Certified Management Accountant (CMA) exam. My professional affiliations include the Association of Certified Fraud Examiners (ACFE) and the Institute of Management Accountants (IMA). I've also been actively involved in community initiatives, having served as the treasurer of the Philadelphia Chapter of the National Association of Woman Business Owners (NAWBO) and as a board member of the Life Enrichment Center in Tampa, Florida. Currently, I contribute to the IMA's Global DE&I committee and have initiated a community for Handi-capable Awareness, in addition to founding the Mobility Freedom Foundation.Financial Services
Management AccountingZoho BooksSageQuickBooks OnlineFinancial Statements PreparationRisk ManagementRisk AssessmentStrategic PlanningGAAPData AnalysisInternal ControlBudgeting & Forecasting SoftwareFraud DetectionFinance & AccountingForensic Accounting - $100 hourly
- 4.5/5
- (1 job)
Certified public accountant (CPA), outcome-driven Chief Audit Executive with substantial experience in leading financial, operational, compliance, and strategic internal audits and advisory engagements in complex global business and IT environments.Skilled in risk management, financial reporting, ESG reporting and governance focus on quality, team development and training. Exceptional ability in effective collaboration and communication with leadership, business and technology teams, and external auditors. Areas of Expertise * Internal Audit / SOX / Internal controls / SOC * Risk Management / Assessment * Compliance & Regulatory * Control Frameworks / COSOFinancial Services
ForecastingGAAPFinancial AnalysisSarbanes-Oxley ActPolicy DevelopmentRevenue ManagementDue DiligenceInternal ControlIT General Controls TestingBusiness Process ManagementISO 27001Finance & AccountingProject ManagementFinancial AuditInternal Auditing - $75 hourly
- 0.0/5
- (0 jobs)
I'm a fractional CFO; with experience in multiple sectors - from digital media/telecommunications to digital healthcare and technology. Currently providing the following services to my clients: - General bookkeeping (monthly close; budget to actual variance analysis, cash burn/run rate) - System Implementations for scaling companies (Quickbooks, Netsuite, supporting platforms) - Audit support and preparation - Financial modeling for fundraising efforts (ranging from pre-revenue/Seed funding to Series C+) - Excellent communicator; experience working with all departments within a company; always exceeds expectations of clientsFinancial Services
Financial PlanningLight BookkeepingBookkeepingAccounting BasicsCash Flow StatementCash Flow ModelingCash Flow AnalysisAudition PreparationFinancial AnalysisFinance & AccountingFinancial AccountingAccountingQuickBooks OnlineOracle NetSuiteSaaS - $40 hourly
- 0.0/5
- (0 jobs)
I am a business analyst with experience in FP&A. I have worked for small and medium sized businesses and have not only helped build out their data architecture, but have used the data to build out models and reports in order to provide valuable insight for strategic decision making. I have strong experience in Excel, PowerBI, Quickbooks and other tools.Financial Services
Corporate FinanceBudget VisualizationBudget PlanningForecastingFinancial Analysis & ValuationFinance & AccountingPricing ResearchData Model ScenarioData ModelingMicrosoft Power BIMicrosoft Excel PowerPivotMicrosoft ExcelExcel FormulaFinancial PlanningAnalytical Presentation - $150 hourly
- 0.0/5
- (0 jobs)
I have twenty years experience helping creative businesses get off the ground, grow and succeed. As an experienced entrepreneur and financial consultant, I have provided my services and advice to small-mid sized businesses from interior designers to TV production companies. Working as CFO for creative advertising agencies, I have garnered international experience, having operated businesses in the US, UK and UAE as well as working with a roster of clients from across the globe. Skilled at starting and growing new businesses as well as driving top and bottom-line growth in established businesses, I am a hands on CFO who is committed to helping your business grow.Financial Services
Financial AccountingAccounts PayableAccounts ReceivableAccounting AdvisoryAccounting SoftwareAccount ReconciliationFinance & AccountingFinancial ProjectionBudget ManagementFundraisingFinancial ReportingFinancial ModelingTax PreparationBookkeepingAccounting - $85 hourly
- 0.0/5
- (0 jobs)
Experienced corporate professional with 20+ years of experience. I have a diverse background which has exposed me to strategic analysis, banking regulations, credit and debit card marketing, accounting, finance, partnership management, product/project management, compliance & controls as well as corporate development & contractual oversight. My background has molded me to possess the ideal skillset to think holistically and identify upstream and downstream impacts in high-stress environments. I am passionate about successfully achieving the goals set-forth and tackling every challenge. It's my top priority to deliver tangible results that drive business goals and objectives. I want to put my diverse experience and skills to use by making a bigger impact within your organization.Financial Services
Oracle Hyperion PlanningMicrosoft PowerPointMicrosoft ExcelAccount ReconciliationFinance & AccountingProblem ResolutionProblem SolvingForecastingBudgetStrategic PlanningService Level AgreementPartnership AgreementContractData EntryData Analysis - $105 hourly
- 0.0/5
- (0 jobs)
I’m a CPA with extensive experience in technical accounting, audit, financial analysis, and team leadership across technology, retail, pharmaceutical, and service industries. Proven expertise in US GAAP, SOX compliance, and financial systems implementation. Whether you need bookkeeping, tax, technical accounting, or drive process improvements along managing complex accounting projects, I can help.Financial Services
Technical AccountingMicrosoft Excel PowerPivotBill.comQuickBooks OnlineSAPBudgeting & Forecasting SoftwareFinance & AccountingMonth-End Close AssistanceAccountingCPA - $45 hourly
- 5.0/5
- (2 jobs)
I am a former business owner and recent Finance major with diverse management experience. Through my past role owning and running a retail rare coin shop I have developed business and relationship skills that are applicable across all branches of finance and management.Financial Services
Intuit QuickBooksFinance & AccountingWebsiteBusiness ManagementBusiness ModelingBookkeepingFinanceFinancial AnalysisBusiness Plan - $75 hourly
- 5.0/5
- (2 jobs)
I'm a former consultant experienced in process optimization, harmonization, and automation. I help my clients empower their businesses to operate as effectively as possible. My areas of expertise include: -Storyboarding & presentation development -Process modeling -Data analysis -Data analytics -Data visualizationFinancial Services
ProcurementBusiness ConsultingCareer CoachingPitch DeckData AnalysisAsset ManagementProcess ModelingBusiness Process AutomationStrategyMicrosoft Power BITableauFinancial ReportingFinance & AccountingVoice of the CustomerProcess Optimization - $25 hourly
- 5.0/5
- (1 job)
Proactive finance professional with over seven years of comprehensive experience in financial analysis, manufacturing processes, and the full finance cycle. Known for strategically assessing financial needs and delivering tailored solutions that enhance operational efficiency. Skilled in implementing robust financial controls and maintaining accurate documentation. Expertise includes QuickBooks, Microsoft Office, NetSuite, and CCH Axcess, with proven success in both in-office and remote environments..Financial Services
ForecastingBusiness ManagementHuman Resource ManagementSalesAnalytical PresentationMicrosoft OfficeBudget ProposalManagement SkillsSales PresentationInternal ControlFinancial AuditData AnalysisFinancial AnalysisFinance & Accounting - $25 hourly
- 0.0/5
- (0 jobs)
Hard-working and motivated young professional who recently took time off to start a family and is ready for a new role. Seeking a position with an organization to utilize strong people skills, professional demeanor, attention to detail and the ability to lead as well as follow. I have a strong desire to continue to learn and grow as a professional and an individual as I contribute to the mission and success of the organization. My positive attitude and flexibility allow me to adapt and contribute in any role or task assigned and resilience and persistence contribute to overall success in completing my objectives.Financial Services
Finance & AccountingCustomer ServiceReal EstateFinancial ReportServerFoodFinancial PlanningData EntryMicrosoft Word - $25 hourly
- 0.0/5
- (0 jobs)
Hey! I have a lot of experience in consulting & sales! I am an Account Executive with a lot of experience in B2B sales as well as B2C sales. I specialize in building relationships, as well as helping businesses grow by being able to help clients and gain new ones! Feel free to contact me! I would love to talk!Financial Services
Management SkillsBusinessSalesAdministrateBusiness PresentationMicrosoft OfficeBrand IdentityOutbound SalesBrand ConsultingFinance & AccountingBusiness Development - $25 hourly
- 0.0/5
- (1 job)
Determined, motivated, hardworking, undergraduate student majoring in Business Administration w/ a concentration in Finance.Financial Services
Microsoft ExcelPhone CommunicationFoodCustomer ServiceFinance & Accounting Want to browse more freelancers?
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