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
    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.
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    Account Reconciliation
    Financial Analysis
    Tax Preparation
    Financial Report
    Pro Forma Statement
    Data Analysis
    Business Intelligence
    Property Management Software
    Property Management
    Finance & Accounting
    Payroll Reconciliation
    Bank Reconciliation
    Microsoft Excel
    Payroll Accounting
    Bookkeeping
  • $65 hourly
    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.
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    CCH Axcess
    QuickBooks Online
    Intuit Proconnect Tax
    Tax Theory
    Tax Preparation Software
    Tax Strategy
    Finance & Accounting
    Tax Law
    Tax Refund Submission
    Bookkeeping
    Tax Planning & Advisory
    Payroll Accounting
    Accounting
    Tax Preparation
    Tax Accounting
  • $100 hourly
    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!
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    Property Management
    Real Estate
    Bookkeeping
    Financial Accounting
    Finance & Accounting
    Finance
    Tax Return
    Tax Preparation
    Tax Planning & Advisory
    Tax Accounting
    Accounting Software
    Accounting Advisory
    Accounting
    CPA
  • $100 hourly
    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.
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    Copywriting
    Financial Writing
    Investment Strategy
    Forex Trading
    Investment Banking
    Financial Planning
    Investment Research
    Financial Management
    Finance & Accounting
  • $75 hourly
    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!
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    Accounting Tools Setup
    Accounting Software
    Accounting Advisory
    QuickBooks Online
    Accounting
    KPI Metric Development
    Cash Flow Modeling
    Cash Flow Analysis
    Finance & Accounting
    Zoho Books
    CPA
    Financial Analysis
    Bookkeeping
    Payroll Accounting
    Intuit QuickBooks
  • $285 hourly
    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!
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    Financial Planning
    Personal Budgeting
    Microsoft Word
    Cash Flow Analysis
    Finance & Accounting
    Financial Management
    Bookkeeping
    Budget Management
    Bank Reconciliation
    Microsoft Excel
  • $50 hourly
    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.
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    Project Management Office
    Project Management Software
    Accounting
    Project Management
    Staff Development
    Staff Orientation & Onboarding Materials
    Strategic Planning
    Healthcare
    Finance
    Strategy
    Project Delivery
    Finance & Accounting
    Retail & Consumer Goods
  • $50 hourly
    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.
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    Tableau
    Financial Consulting
    Analytical Presentation
    Finance & Accounting
    Accounting Software
    Accounting Advisory
    Microsoft Office
    Excel Formula
    Financial Analysis
    Microsoft Excel PowerPivot
    Accounting
    Financial Accounting
    Financial Variance Analysis
  • $95 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Accounts Payable Management
    Payroll Reconciliation
    QuickBooks Online
    Financial Analysis
    Finance & Accounting
    Accounts Receivable Management
    Financial Accounting
    Balance Sheet
    Account Reconciliation
    Bookkeeping
    Bank Reconciliation
    Data Entry
    Income Statement
    Microsoft Excel
    Intuit QuickBooks
  • $40 hourly
    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!
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    Finance & Accounting
    Accounting Software
    Visualization
    Data Analysis
    Data Entry
    Communication Skills
    Forecasting
    Financial Modeling
    Financial Analysis
    Journal Entries
    Bookkeeping
    Technical Accounting
    Cost Analysis
    Accounts Receivable
    Accounts Payable
  • $30 hourly
    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.
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    Microsoft PowerPoint
    Presentation Design
    Business Presentation
    Microsoft Access
    Microsoft Word
    Finance & Accounting
    Data Science
    Microsoft Excel
  • $50 hourly
    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.
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    Business Modeling
    Leadership Development
    International Business
    Underwriting
    Leadership Training
    Business Consulting
    Community Development
    Leadership Skills
    Customer Retention Strategy
    Customer Retention
    Business
    Finance
    Business Development
    Finance & Accounting
    Strategy
  • $25 hourly
    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.
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    Information Literacy
    Oracle
    Project Accounting
    Finance & Accounting
    Financial Accounting
    Oracle Accounting
    Accounting Advisory
    Revenue Cycle Management
    Revenue Management
    SQL
    Snowflake
    Accounting
    Computer
    Management Accounting
    Computer Skills
  • $160 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Property Tax
    Indirect Tax
    Tax Planning & Advisory
    US Taxation
    Taxation
    Bookkeeping
    Accounting Software
    Finance & Accounting
    Sales Tax
    Alteryx, Inc.
    Tax Accounting
    Microsoft Excel
  • $250 hourly
    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.
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    Management Accounting
    Zoho Books
    Sage
    QuickBooks Online
    Financial Statements Preparation
    Risk Management
    Risk Assessment
    Strategic Planning
    GAAP
    Data Analysis
    Internal Control
    Budgeting & Forecasting Software
    Fraud Detection
    Finance & Accounting
    Forensic Accounting
  • $100 hourly
    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 / COSO
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    Forecasting
    GAAP
    Financial Analysis
    Sarbanes-Oxley Act
    Policy Development
    Revenue Management
    Due Diligence
    Internal Control
    IT General Controls Testing
    Business Process Management
    ISO 27001
    Finance & Accounting
    Project Management
    Financial Audit
    Internal Auditing
  • $75 hourly
    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 clients
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    Financial Planning
    Light Bookkeeping
    Bookkeeping
    Accounting Basics
    Cash Flow Statement
    Cash Flow Modeling
    Cash Flow Analysis
    Audition Preparation
    Financial Analysis
    Finance & Accounting
    Financial Accounting
    Accounting
    QuickBooks Online
    Oracle NetSuite
    SaaS
  • $40 hourly
    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.
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    Corporate Finance
    Budget Visualization
    Budget Planning
    Forecasting
    Financial Analysis & Valuation
    Finance & Accounting
    Pricing Research
    Data Model Scenario
    Data Modeling
    Microsoft Power BI
    Microsoft Excel PowerPivot
    Microsoft Excel
    Excel Formula
    Financial Planning
    Analytical Presentation
  • $150 hourly
    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.
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    Financial Accounting
    Accounts Payable
    Accounts Receivable
    Accounting Advisory
    Accounting Software
    Account Reconciliation
    Finance & Accounting
    Financial Projection
    Budget Management
    Fundraising
    Financial Reporting
    Financial Modeling
    Tax Preparation
    Bookkeeping
    Accounting
  • $85 hourly
    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.
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    Oracle Hyperion Planning
    Microsoft PowerPoint
    Microsoft Excel
    Account Reconciliation
    Finance & Accounting
    Problem Resolution
    Problem Solving
    Forecasting
    Budget
    Strategic Planning
    Service Level Agreement
    Partnership Agreement
    Contract
    Data Entry
    Data Analysis
  • $105 hourly
    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.
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    Technical Accounting
    Microsoft Excel PowerPivot
    Bill.com
    QuickBooks Online
    SAP
    Budgeting & Forecasting Software
    Finance & Accounting
    Month-End Close Assistance
    Accounting
    CPA
  • $45 hourly
    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.
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    Intuit QuickBooks
    Finance & Accounting
    Website
    Business Management
    Business Modeling
    Bookkeeping
    Finance
    Financial Analysis
    Business Plan
  • $75 hourly
    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 visualization
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    Procurement
    Business Consulting
    Career Coaching
    Pitch Deck
    Data Analysis
    Asset Management
    Process Modeling
    Business Process Automation
    Strategy
    Microsoft Power BI
    Tableau
    Financial Reporting
    Finance & Accounting
    Voice of the Customer
    Process Optimization
  • $25 hourly
    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..
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    Forecasting
    Business Management
    Human Resource Management
    Sales
    Analytical Presentation
    Microsoft Office
    Budget Proposal
    Management Skills
    Sales Presentation
    Internal Control
    Financial Audit
    Data Analysis
    Financial Analysis
    Finance & Accounting
  • $25 hourly
    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.
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    Finance & Accounting
    Customer Service
    Real Estate
    Financial Report
    Server
    Food
    Financial Planning
    Data Entry
    Microsoft Word
  • $25 hourly
    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!
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    Management Skills
    Business
    Sales
    Administrate
    Business Presentation
    Microsoft Office
    Brand Identity
    Outbound Sales
    Brand Consulting
    Finance & Accounting
    Business Development
  • $25 hourly
    Determined, motivated, hardworking, undergraduate student majoring in Business Administration w/ a concentration in Finance.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Microsoft Excel
    Phone Communication
    Food
    Customer Service
    Finance & Accounting
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