Hire the best Financial Services Freelancers in Texas

Check out Financial Services Freelancers in Texas with the skills you need for your next job.
Clients rate Financial Services professionals
Rating is 5 out of 5.
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based on 120 client reviews
  • $50 hourly
    I am committed to providing tailored consulting services that address the unique challenges and goals of small and medium-sized businesses. My mission is to deliver a holistic approach, offering strategic solutions designed to drive growth and sustainable success. By focusing on strategic planning, effective communication, and operational excellence, I strive to help businesses thrive in today’s competitive environment. My expertise spans a wide range of services, with a strong emphasis on developing business plans and creating impactful pitch decks. My goal is to support the growth and prosperity of your business through these specialized services. I take pride in my ability to craft comprehensive business plans and compelling pitch decks, which are indispensable tools for business expansion and securing investor interest. With over a decade of experience in business consulting, I bring a results-driven approach that consistently exceeds expectations. Whether your needs include market research, feasibility studies, profitability analysis, or capital acquisition, I am equipped to provide tailored solutions to achieve your goals. Collaborating with me means unlocking opportunities to reach your operational and strategic aspirations, positioning your business for enduring success. I invite you to connect and explore how my expertise can support your growth and transformation.
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    Business Management
    Management Skills
    Digital Marketing Strategy
    Investment Research
    Digital Marketing
    Website
    Bookkeeping
    Microsoft Office
    Microsoft Excel
    Instagram
    Investment Strategy
    Business Consulting
    Startup Consulting
    Investment Preparation
    Finance & Accounting
  • $50 hourly
    Goal-oriented individual with applied mathematics, statistics, finance, and programming languages background that strives to excel in all given tasks. Has strong financial knowledge with skilled analytics, modeling, and valuation. Adapts quickly to all work environments while maintaining a high level of accuracy and ensures timely completion of deadlines.
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    Data Analytics
    Data Analysis
    Strategic Plan
    Presentation Design
    Finance & Accounting
    Excel Formula
    Financial Analysis
    Analytics
    Financial Modeling
    Financial Planning
    Investment Research
    Information Analysis
    Microsoft Excel
    Data Entry
  • $100 hourly
    Links LinkedIn Skills Global Financial Operations Management Strategic Planning and Execution Mergers and Acquisitions Financial Planning and Analysis Risk Mitigation Regulatory Compliance Cross-functional Team Leadership Process Design and Improvement Budgeting and Forecasting Profile Strategic Financial partner and business Advisor with 14 years of experience optimizing financial operations to ignite growth across the global organization. Proven ability to drive complex strategic initiatives, M&A activities, and financial operations for multi-million-dollar, multinational corporations.
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    CPA
    Finance & Accounting
    Financial Analysis & Valuation
    Management Accounting
    Financial Audit
  • $69 hourly
    Who you hire matters. Before you hire a bookkeeper, accountant, controller or CFO, talk to me for 15 minutes and let me explain why, from my point of view, this is such a critical hire and how I can significantly influence the trajectory, stability and scalability of your business. When Leadership is Required. To become the CFO of a $900M firm I had to work incredibly hard, incredibly smart and bring value to my employer every day. I was always working for someone else though. I recently decided to strike out on my own, start my own Fractional CFO, Fractional Controller, Accounting and Bookkeeping practice. After graduating with a B.S. in Accounting, I spent 30 years climbing the corporate ladder. I have performed all the Bookkeeping, Accounting, executive-level Accounting and Finance roles for companies from the startup stage to $900M in annual revenue. I am an Advanced QuickBooks ProAdvisor, Xero Certified Advisor and Zoho Books Accountant. I offer Bookkeeping, Accounting, complete GAAP compliant, tax-ready Bookkeeping and Accounting with Payroll and Reporting to start-up, small, medium, and large businesses as well as Virtual/Fractional Chief Financial Officer (CFO) services. A Sample of My Skills and Expertise Include: Balance Sheet. Reconciliation, review, organize and consolidate when necessary: organize the balance sheet, identify trends and insights to make more informed business decisions. Review current and future pain points and any corrective action(s) to avoid declines in performance. Evaluate company liquidity and solvency, the ability to meet short-term and long-term financial obligations and the company’s ability to generate profits and grow the business with existing assets. Profit & Loss / Income Statement. Compilation, reconciliation and review. consolidate when appropriate. Prepare the profit & loss, bringing it to a tax-ready or bank-ready condition. Ensure the profit & loss remains ready for managers, giving them the ability to make well-informed business decisions. Calculate revenue from sales or services. Define, evaluate, organize, and reduce expenses such as cost of goods sold and operating expenses. Recommend improvements to the client. Cash Flow Statement. Illustrate cash inflows and outflows over a period to stakeholders. Define the company’s liquidity and its ability to meet short and long-term financial obligations. How much cash is the company generating from its core business operations? How much cash is the company investing in its future growth? How is the company financing its growth? Technology. QuickBooks, Xero, Zoho Books, Wave, FreshBooks, etc. compile, convert, Organize and set up all company records into the chosen accounting platform. Provide the company leadership with a clear view of their business and its financial position at any stage of development from start up to a multi-generational enterprise. Income. Maximize Company Income. Build and/or review company pricing models to ensure maximum income while maintaining market competitiveness. Develop financial strategies to gain additional market share through competitive short-term and long-term strategies. Inventory. Optimize Inventory Levels to meet market demands and improve customer satisfaction ratings. Strengthen company profits and improve operational efficiency. Boost inventory turnover. Improve inventory valuation. Analyze and reduce shrinkage to heighten profitability. Identify and eliminate obsolete inventory. Expenses. Strengthen Company Profitability through a reduction in the cost of goods sold, making sure to include vendor rebates. Improve expense allocation. Granular reporting to identify vendors overcharging, eliminate internal waste, improve operational and production efficiency. Benchmark expenses against industry standards. Identify and eliminate unnecessary expenses. Budgeting & Forecasting. Forecast future financial performance. Identify and mitigate financial risks. Build realistic, achievable budgets. Track budget performance and adjust as required. Improve communication and collaboration between departments. Create pro-forma financial statements to predict and understand company performance, adjusting effect outcomes. Income Tax. Sales Tax. With properly prepared financial statements, a client’s tax liability will be significantly reduced from previous years. This is NOT what your tax preparer does, they work with the numbers they’re given; I make sure they’re given the correct numbers. I will verify and audit your financial statements, ensuring they remain in a tax-ready condition. I will audit and review your sales tax filings, with a focus on compliance, and only paying what’s owed. Software. QuickBooks, Xero, Zoho Books, Sage Intacct, NetSuite, Wave Accounting, FreshBooks. What you can expect from me: A partner. An accountant with 30 years of experience and expertise who cares about your business.
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    GAAP
    QuickBooks Enterprise
    Intuit QuickBooks
    QuickBooks Online
    Bookkeeping
    Accounting Software
    Accounting Principles & Practices
    Sales Tax
    Finance & Accounting
    Accounting Advisory
    Financial Planning
    Technical Accounting
    Financial Accounting
    Management Accounting
    Accounting
  • $75 hourly
    I have 25+ years experience in program management, process design + improvement, leadership, finance, and cross functional change initiatives. I excel at delivering on time and on budget. I thrive in fast-paced environments that require complex problem solving, seeing both the big picture strategy and nailing down the details. Peers describe me as a results-driven, collaborative change agent who gets the job done with innovation and excellence. I've got strong leadership and strategic skills, both from my years working as a Director of Business Processes & Change Management, as well as the VP of Finance, both at a $5B company, and managing my own small business. Bridging the gap between technical and business teams, I've led multiple, vital, company change initiatives. I'd love to help your business exceed their goals through the use of strategic planning, improved processes, change management, and efficient leadership. I've got a positive attitude and love a good challenge. I'm ready to help you today. I'm skilled in: - Strategic Planning / Thinking - Project Management - Business Process Improvement - Financial Management - Change Management - Operations Management - Writing Process Documents - Notion - Google Docs - MS Office - Time Management - Project Management Software (Notion, ClickUp, Monday.com, Wrike)
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    Cross Functional Team Leadership
    Project Management Professional
    Continuous Improvement
    Forecasting
    Budget Management
    Prosci Certified Change Practitioner
    Change Communication
    Process Improvement
    Process Design
    Leadership Skills
    Finance & Accounting
    Project Management
    Business Change
    Management Consulting
    Change Management
  • $250 hourly
    ⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 8 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance
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    Fundraising
    Fundraising Presentation
    Finance & Accounting
    Corporate Finance
    Capital Markets
    Business Strategy
    Personal Finance & Wealth Management
    Microsoft PowerPoint
    Investment Strategy
    Investment Research
    Financial Analysis & Valuation
    Financial Modeling
    Private Equity
    Mergers & Acquisitions
    Investment Banking
  • $35 hourly
    I am very good at working with Data. I can create vast array of excel databases that streamline data and create views to analyze the information. I can also create macros for all tools to facilitate the analysis of the data in minutes versus days in manual manipulation of data. I have an MBA and skilled at working with financial data and creating analysis or providing forecasting or modeling. I have a bachelor's in engineering and am very technical in nature and love to work with data. Love to figure things out.
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    Data Migration
    Finance & Accounting
    Database
    Spreadsheet Software
    Macro Programming
    Financial Planning
    Visual Basic for Applications
    Data Entry
    Microsoft Excel
  • $35 hourly
    𝙄 𝙖𝙢 𝙮𝙤𝙪𝙧 𝙛𝙪𝙡𝙡𝙮 𝙤𝙪𝙩𝙨𝙤𝙪𝙧𝙘𝙚𝙙 𝘾𝙁𝙊 & 𝘼𝙘𝙘𝙤𝙪𝙣𝙩𝙞𝙣𝙜 𝘿𝙚𝙥𝙖𝙧𝙩𝙢𝙚𝙣𝙩. Accounts Payable, Accounts Receivable, Tax Preparation, Budgeting, Forecasting, you name it.. I do it! The services I provide are: ☑️ Assessments, interviews and other inquiries to properly ascertain areas where financial practices can be improved ☑️ Development of processes, procedures and models that can be applied to properly control and manage financial activities ☑️ Training, mentoring and other guidance to enhance the effectiveness and efficiency of Client and/or Client personnel in the area of financial management ☑️ Preparing monthly and yearly financial statements to analyze the health of the business to include the following: Executive Summary, Profit & Loss Statement, Balance Sheet, Budget Variance Report (Budgeted vs Actual Results) ☑️ Accurate coding of income and expenses of the business via QuickBooks Online ☑️ Bank and QuickBooks reconciliations ☑️ Weekly Client invoicing ☑️ Follow-up on past due invoice to increase cash flow. ☑️ Processing of payroll ☑️ Ensuring the payroll taxes are paid electronically ☑️ Being the focal point for payroll communications ☑️ Processing all bill payments to vendors, payments for tradelines, and utilities/office expenses (all payments will require an invoice/statement prior to payment being sent) ☑️ Assist Client with the preparation of the annual budget ☑️ Preparing journal entries to ensure accuracy as it pertains to the balances of each account at the end of the month ☑️ Suggesting and implementing tax saving strategies ☑️ Preparing monthly, quarterly, and annual taxes to the appropriate agencies ☑️ Assisting with document preparation for Certified Public Accountant in support of annual tax filings ☑️ Assist with remitting 1099s to all Contractors annually by January 31st ☑️ Assist with building the proper profiles for all Contractors in QuickBooks Online ☑️ Preparing and gathering documentation for audit support ☑️ Assisting with reorganizing past files and keeping current files organized ☑️ Assisting with the implementation of time tracking and payroll system ☑️ Assisting with the registration of new companies/dissolution of current companies in different jurisdictions Let's get started 🤗
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    ADP Workforce Now
    Finance & Accounting
    QuickBooks Online
    Financial Reporting
    Accounting
    Bookkeeping
    Data Entry
    Payroll Accounting
    Invoicing
    Intuit QuickBooks
    Accounts Payable
    Accounts Receivable
  • $50 hourly
    As a former accounting and financial professional, I spent numerous years analyzing data and identifying inefficiencies in high-pressure environments. Driven by a passion for automating manual processes and improving operational efficiency, I transitioned into software engineering through self-study and a quick-learning approach. To further enhance my technical expertise, I enrolled in a master’s program in Computer Engineering. With a proven track record of delivering measurable results in fast-paced and uncertain environments, I now leverage both my financial acumen and technical skills to create innovative solutions. PROJECT EXAMPLE (Express App in Node.js): ● Developed an Express app in Node.js for transactional analysis, reducing manual work from 8 hours to 1 hour (87.5%-time savings) ● Handled GET/POST requests, integrated OAuth authentication to QuickBooks online (accounting software). ● Postgres database interaction to help identify incorrect transactions ● Implemented file upload feature for bulk transaction posting ● Utilized Node.js, OAuth, API development, file parsing, database management, and SQL queries SQL | JavaScript | Python | Postgres | HTML | PowerBI
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    Financial Modeling
    Accounting Principles & Practices
    Finance & Accounting
    Forecasting
    International Accounting Standards
    Intuit QuickBooks
  • $190 hourly
    There are 3 main services I provide (in no particular order): 1. I sell my financial market analysis, research, forecasting, and education expertise to commercial enterprises If you are an entrepreneur or commercial enterprise that needs market content, trading ideas, or trading tips delivered on your website/platform, my 13 years of experience can solve that problem for you. 13 years of content experience: *Market analysis for forex, stocks, commodities, crypto *Trading tips *Financial market education *Research and analysis on crypto projects *Formats include written, video, live webinars and in-person presentations 2. I sell courses on chart reading and technical analysis to forex, commodities, stock and crypto traders. My 20 years of trading experience will help you learn: *How to determine market's trend *Technical analysis and chart reading *How to identify trading opportunities *Elliott Wave Theory (I have earned the rare Certified Elliott Wave Analyst - Masters designation [CEWA-M]) *Strategies to enter and exit the market *How to manage risk and where to place stop losses 3. I help businesses get more clients and leads online. If you are struggling with attracting the right client avatar or converting them into paid clients, then I can help you. We'll assess your online presence and discuss a plan for growth. My experience on the leadership team of a publisher reaching 2 million people monthly taught me what effective SEO, advertising, copywriting, and funnels look like so we can implement what you need within your business. We'll strategize on: *Your website *SEO *Advertising *Funnel engagement tools like bucket.io *Email nurture sequences Once the strategy is in place, I'll set these up so you can continue focusing on being the Subject Matter Expert of your business!
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    Online Writing
    Financial Analysis
    Forex Trading
    Teachable
    Market Analysis
    Cryptocurrency
    Technical Analysis
    Finance & Accounting
    Google Analytics
  • $65 hourly
    ☑️ Master-Degree Educated ☑️ Big-Bank Trained ☑️ 10+ Year Experienced Part Time CFO and Management Consultant, specialized in helping Small Enterprises and Startups improve their Strategy, Operations, and Financial Analysis. ✉️ Hyper Responsive | 💲Willing to Work with Tight Budgets | ⌚ Available Sun. - Thu. I've helped founders develop businesses ranging from private equity-funded SaaS companies, graphic design studios, medical supply distributors, social media management agencies, to specialized consultancies. My comprehensive approach is "strategy first" to ensure that my client's have a path forward that informs all other financial, operational, and regulatory work they need. Here Are Some Services I Provide: - Financial Management Advising - Financial Statement Creation - Profitability & Cash Flow Analysis - Projections/Forecasting & Financial Modeling - DCF Financial Analysis - Business Strategy Development & Mapping - Technology Implementation - Industry and Competitor Analysis - Regulatory Compliance Research & Advising DISCLAIMER: I cannot provide legal advice or act as a legal representative or counsel as part of regulatory compliance work
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    Forecasting
    Business Research
    Startup Consulting
    Financial Statement
    Business Strategy
    Business Plan
    Pro Forma Statement
    Financial Projection
    Financial Analysis
    Financial Planning
    Financial Reporting
    Financial Modeling
    Cash Flow Analysis
    Industry Research
    Finance & Accounting
  • $75 hourly
    I am skilled at performing prospect research on foundations and corporations to evaluate prospects for corporate, foundation and civic grants; conducting the full range of activities required to write, prepare, submit and manage grant proposals to potential funders; complying with all grant reporting as required by grant donors; and supporting the ideals and mission through participation in and accomplishment of the organization goals. I am adept at effectively multi-tasking to meet deadlines with minimal supervision and working under pressure. I have strong computer skills including established proficiency and independent operation of Microsoft Office Suite and proper internet research and use. Also, I am able to quickly learn and utilize donor management software and am competent in graphic design, publication software and social media applications. From my multifarious professional and educational experience, I have developed a versatility of skills and resilience to perform tasks in a number of contexts, while upholding the level of excellence expected of me. I am confident that I will make a positive contribution as Grant Writer. My resume and writing samples are enclosed for your consideration, along with examples of my work for your review. Please feel free to contact me at the phone number (512.297.3578) or by email at (clarissaleigh31@gmail.com). Thank you for your time and consideration.
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    Business Operations
    Research Methods
    Business Management
    Creative Writing
    Management Skills
    Medical Records Software
    Legal Consulting
    Writing
    Legal
    Finance & Accounting
  • $75 hourly
    Multi-faceted experienced finance professional excited to tend to all of your small business needs. From new business structuring to financial reporting, I can help you capture and understand your business' financial position. In addition to typical CPA services (bookkeeping, reporting, tax), I offer advisory services that provide insight to how you can improve profitability and plan for the future.
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    Fund Accounting
    US Taxation
    Financial Reporting
    Financial Management
    Financial Modeling
    Budget Management
    Financial Consulting
    Tax Preparation
    Business Management
    General Partnership
    Accounting Advisory
    Joint Venture
    Real Estate
    Finance & Accounting
    Financial Analysis
  • $35 hourly
    I am a Tech-savvy business consultant with 6+ years of experience solving a WIDE range of client challenges—websites, branding, AI, accounting, POS systems, automation, e-commerce, and MORE. I’m considered an ‘Jack-of-all-Trades” "Jay was my businesses' saving grace. " - Regina P. Owner - Bossy Girl Bakery "...patient, thorough, and very tech-savvy... I highly recommend Jay" - Kathleen G. - "Jay is a lifesaver and I'm experiencing lot of of improvements" - Deena R. - CEO Tipsy Nail Outside of Upwork , I am an AI Business Owner & Senior Accountant in my day-to-day. With experience on & off Upwork, I am a Tech-savvy business consultant with 6+ years of experience solving a WIDE range of client challenges—websites, branding, AI, accounting, POS systems, automation, e-commerce, and MORE. I specialize in optimizing processes, automating workflows, and transforming operations with innovative technologies.
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    Google Workspace
    Finance & Accounting
    Analytics
    Data Management
    Microsoft Teams
    Process Improvement
    Asana
    Continuous Improvement
    Microsoft PowerPoint
    Project Management
    Task Coordination
    Email Communication
    Microsoft Excel
    Microsoft Office
    Financial Audit
  • $40 hourly
    I’m your personal Tech and Accounting Wiz! I graduated top of class in both high school and college, and I possess 7+ years of experience in the fields of Accounting/Finance/Technology. I’ve also established a company from idea inception to product rollout, so my skills are adaptive and may cover business needs on an end-to-end basis. I’d love to help you! My skills and services include: - IT & Tech Support - Data Entry - Microsoft Office (Excel Spreadsheets, PowerPoint Presentations, etc.) - Administrative Assistance - Bookkeeping (Quickbooks or otherwise) - Business Consulting - Financial Modeling *I aced my Series 7, Series 66, and State Life Insurance (Texas) exams as well.
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    Finance & Accounting
    Google Workspace
    Tech & IT
    Financial Analysis
    Online Chat Support
    Zoom Video Conferencing
    Accounting
    IT Asset Management
    Community Moderation
    Customer Service
    Executive Support
    Virtual Assistance
    Administrative Support
    Microsoft Excel
    Data Entry
  • $50 hourly
    CPA and Power BI Data Analyst with a unique skill set in Accounting, Finance, and Business Intelligence. My work experience has allowed me to gain skills in accounting, internal auditing, Power BI, DAX, SQL, Power Query, and basic Python for data analysis. I'm looking to partner with various organizations by offering Business Intelligence services at a reasonable rate.
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    Finance & Accounting
    Internal Auditing
    Power Query
    Tableau
    SQL
    Python
    Data Analysis Expressions
    Microsoft Power BI
    Accounting
  • $49 hourly
    I am a chill and open-minded person who is able to do about any task you may need done online, keep in touch!
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    Machine Learning
    Data Science
    Mathematics
    Tutoring
    Finance & Accounting
    Mathematics Tutoring
    Economics
    Typing
    Translation
    Live Transcription
    Legal Transcription
    Audio Transcription
  • $38 hourly
    ✅ Specialization in Data Mining & Management. If you find working with data tedious, annoying, confusing, etc., I will streamline your workflow by providing you with the most hands-free approach in order to keep you from having to manually mess with your data OVER and OVER again.
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    Data Science
    Data Scraping
    Spreadsheet Software
    File Management
    Spreadsheet Automation
    Finance & Accounting
    Computer Science
    Scripting
    Data Collection
    Data Extraction
    Spreadsheet Skills
    Data Analysis
    Computer Skills
    Data Cleaning
    Data Entry
  • $153 hourly
    I'm an operational leader with experience with both large organizations and start-ups. Contact me today to discuss how I can help you take your business to the next level. Team Building & Leadership | Operational Excellence | Strategic Planning| Integrator| Management Mentor| Financial budgeting Integrity-driven and influential leader with extensive experience growing profitable businesses and achieving operational and organizational goals to provide customers with outstanding on-time delivery and quality performance.
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    Administrate
    Finance
    Process Optimization
    SurveyMonkey
    Budget Proposal
    Corporate Finance
    Customer Satisfaction
    Budget
    Finance & Accounting
    Microsoft Office
    Business
  • $40 hourly
    Worked in Accounting for over 10 years, with experience in full cycle accounting, bookkeeping, budgets, management and financial analysis. I have worked in real estate property management for over 8 years and have an extensive knowledge multiple property management software including Yardi Voyager, MRI, Kardin, Quickooks, RealPage and MS Excel. Very well versed in analyzing financial statements in accordance with GAAP in accounting (including Job Cost Accounting), budget, finance (including Corporate Finance), and cost control principles.
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    Accounts Receivable Management
    Accounts Payable Management
    MRI Software
    Yardi Software
    Accounting Software
    Accounting Report
    Accounting Principles & Practices
    Property Management
    Finance & Accounting
    Management Accounting
    Accounting Basics
    Income Statement
    Balance Sheet
    GAAP
    Accounting
  • $35 hourly
    With a strong foundation in accounting principles, I offer a wide range of services that include financial statement preparation, budgeting and forecasting, cost analysis, tax planning, and compliance. My goal is to ensure accuracy, efficiency, and compliance with all relevant regulations and standards.
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    Business Process Outsourcing
    Customer Support
    Finance & Accounting
    Intuit QuickBooks
  • $50 hourly
    * Extensive knowledge and experience in all facets of accounting, including compilation, taxes, financial statement preparation and consulting. * Preparation of corporate, individual, partnership, state, payroll and trust tax returns. * Held key positions as CFO and Controller in both publicly traded and private companies.
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    Finance & Accounting
    Finance
    Management Accounting
    Accounting
    Bookkeeping
  • $35 hourly
    I am an enthusiastic entry-level finance professional with a passion for investments and financial analysis. I am known for being a hard worker and valuable team member. I previously worked as a Sales Performance Analyst at EDB. I was assigned to the North America Public Sector sales team where I analyzed sales performance, participated in forecast calls with the sales team and outside partners, built spreadsheets for the RVP to track the pipeline, pipeline creation, and various other reports to empower individual sales representatives, and created quarterly business review presentations and prepared sales leadership to present to executive management team. Skills: * Experienced in Excel, Word, Access, Salesforce, Clari, SQL, AIS, and PowerPoint
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    Data Entry
    Problem Solving
    Strategic Planning
    Qualitative Research
    Quantitative Analysis
    Microsoft Office
    Finance & Accounting
    Time Management
    Salesforce
    Financial Accounting
    Sales Analytics
    Sales Operations
    Microsoft Excel
    Financial Modeling
    Financial Analysis
  • $50 hourly
    Professional controller and QuickBooks ProAdvisor that can help you get your finances (and business) in order. Perfect for small to medium sized businesses that need a simple (or not so simple) hand with: *Day to Day Bookkeeping *Weekly (or Bi-weekly Payroll) *Moving to cloud-based accounting software and file storage *Job Costing *Reporting Want a little more than the basics? I've got you covered! *Messy QuickBooks Clean-ups *Analyze budget, suggest and implement adjustments *Identify obstacles preventing growth or efficiency *Pinpoint opportunities for change *Provide training and resources to staff and management *Bring out-of-the-box ideas to refresh processes or establish workflows *Assist in startups & business planning *Consulting & Referrals to many business professionals that will make your dreams a reality. While I specialize in the construction industry, I'm open to all businesses that want to flourish without the strain to your budget!
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    Account Reconciliation
    Finance & Accounting
    Financial Accounting
    Financial Report
    Cost Accounting
    Accounting Advisory
    Month-End Close Assistance
    GAAP
    Cloud Migration
    QuickBooks Online
    Budget Management
    Bank Reconciliation
    Accounts Payable
    Payroll Accounting
    Bookkeeping
  • $50 hourly
    I am the CEO for a Private Equity firm that has experience working with commercial/residential service companies, as well as manufacturing and value-add distribution companies. I can help with any data, financial, and overall business analysis you may need, as well as, any ad hoc projects you would like assistance with.
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    Investment Research
    Investment Banking
    Financial Analysis
    Business Operations
    Business Analysis
    Business
    Accounting
    Business Development
    Finance & Accounting
  • $225 hourly
    I am a seasoned finance executive with over a decade of experience in both corporate and startup environments, specializing in strategic financial planning, operational efficiency, and financial modeling. Having navigated the complexities of a $15B public company and led the financial operations of a VC-backed startup, I bring a wealth of knowledge in scaling businesses, optimizing processes, and delivering clear, actionable insights. In my corporate role, I managed a $2B P&L and led financial strategy for international business units, ensuring profitability while handling complex operations. In the startup world, I established the financial infrastructure from the ground up, led successful funding rounds, managed GAAP audits, and served as the primary financial liaison with the board and investors. CORE COMPETENCIES: Financial Modeling & Analysis: Building dynamic financial models to improve cash flow management, drive key business decisions, and assess ROI on strategic initiatives. Process Improvement & Automation: Streamlining financial operations by implementing efficient systems and automating repetitive tasks, reducing errors and freeing up team resources for more valuable work. Audit & Fundraising Preparation: Preparing audit-ready financials, data rooms, and reports for fundraising, acquisitions, and M&A processes. Strategic Financial Planning: Partnering with executive teams to create long-term financial plans, optimize working capital, and provide actionable insights for growth. Reporting & Dashboards: Developing real-time reporting tools and dashboards that provide clarity on financial performance, margins, and unit economics. I also handle board reporting, investor reporting, and lender compliance. Tech Implementation: Carta, Brex, Ramp, A2X, and other software solutions to make enable streamlined accounting & finance operations in your business. WHO I WORK BEST WITH: I thrive in high-growth environments where companies are scaling rapidly and need to professionalize their financial operations. Whether you’re transitioning from basic bookkeeping to more sophisticated financial analysis or preparing for your first funding round, I provide the expertise and structure necessary to elevate your financial capabilities. Typical clients include: Businesses experiencing rapid growth and outgrowing their current finance function. Companies needing advanced financial models and reporting to support strategic decision-making. Founders looking to move beyond basic accounting to more in-depth financial insights and operational efficiency. Organizations preparing for audits, fundraising, or acquisition with a need for clear, organized financial data. HOW I CAN HELP: Implement robust financial processes and ensure GAAP-compliant reporting. Build custom financial models to forecast cash flow, analyze pricing strategies, and improve profitability. Optimize working capital and ensure financial stability through proactive financial management. Lead audits and investor presentations, ensuring clean, organized data rooms. Provide CFO-level insights and reporting, helping you make informed decisions that drive growth. LET'S CONNECT! If you're looking for a finance expert who can not only handle the day-to-day but also provide strategic insights to grow your business, let's connect. I bring a hands-on approach and am committed to delivering results that align with your business goals. Whether it’s financial modeling, process improvement, or scaling your finance operations, I’m ready to make an immediate impact. Please don't hesitate to reach out! I'm happy to jump on a call and discuss your needs.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Venture Capital
    Manufacturing
    GAAP
    Accounting
    Managerial Finance
    Corporate Finance
    Investor Roadshow
    Mergers & Acquisitions
    Startup Consulting
    Finance
    Startup Company
    Analytical Presentation
    Business with 1-9 Employees
    Business with 10-99 Employees
    Finance & Accounting
  • $40 hourly
    Numbers whisper secrets. I unlock them! I'm an Enrolled Agent, with expertise in Bookkeeping, & Tax Preparation (QuickBooks, Xero, NetSuite). Get ready to streamline your finances, ensure GAAP compliance & empower growth for your business. I bring 15 years of experience in the industry, with expertise in accounting, bookkeeping, tax preparation, and consulting services that are tailored to meet the unique needs of each client. Here's what I'll bring to the table: - Expertise in Accounting and Finance: Proficient in U.S. GAAP compliance, financial reporting, budgeting, and forecasting. - Specialize in corporate and personal tax preparation, sales tax filings, payroll processing, and P&L and balance sheet preparation. - Business Consulting: Provide strategic business improvement strategies, formation of corporations and partnerships, and comprehensive business consulting services. - Advanced Technical Skills: Experienced with QuickBooks, SAP, Intacct, and Microsoft Office Suite (Excel, Word, Access, PowerPoint, Outlook). - Client-Centric Approach: Dedicated to understanding and addressing the specific needs of each client to deliver customized solutions that drive growth and efficiency. - Regulatory Compliance: Ensure that businesses remain compliant with all relevant tax laws and regulations, minimizing risk and avoiding penalties. Sharp financial insights, delivered with clear communication, fostering long-term client relationships. Let's chat & unlock your financial potential! #FinancialClarity
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Tax Return
    Bookkeeping
    Xero
    Oracle NetSuite
    QuickBooks Online
    Financial Planning
    Bank Reconciliation
    Budget Management
    Tax Accounting
    Tax Preparation
    GAAP
    Payroll Accounting
    General Ledger
    Intuit QuickBooks
    Finance & Accounting
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