Hire the Best Financial Services Freelancers
in the United States

Clients rate our Financial Services professionals
Rating is 4.9 out of 5.
4.9/5
Based on 1,440 client reviews
Amrit P.

Des Moines, Washington

$18/hr
5.0
8 jobs

Healthcare finance and strategy professional with 10+ years across consulting, FP&A, and business development — available for freelance and contract work. I help clients with financial modeling, data entry, market research, virtual assistant. Looking forward to offering my services and helping you achieve sucess as well.

  • Excel Formula
  • Microsoft PowerPoint
  • Microsoft Excel
  • Microsoft Excel PowerPivot
  • Communications
  • Project Analysis
  • Power Query
  • Data Analysis
  • Data Entry
  • Transcript
Savannah L.

Winterville, North Carolina

$20/hr
5.0
28 jobs

Reliable and detail-oriented freelancer offering voice recording, virtual assistant,social media management, product testing/reviwing, transcription, and online task support services. I have experience providing clear and professional voice recordings, accurate transcription services, and dependable virtual assistant support including data entry, scheduling, email handling, and general administrative tasks. I also have strong experience completing online surveys, research tasks, and various online assignments efficiently and accurately. I am organized, responsive, and committed to meeting deadlines while delivering high-quality work. I take pride in being dependable, easy to work with, and focused on helping clients complete their projects successfully.

  • General Transcription
  • Market Research
  • Branding
  • Customer Service
  • Writing
  • Virtual Assistance
  • Review Website
  • Product Review
  • Product Photography
  • App Usability Analysis
  • Mobile App Testing
Kevin G.

Bellaire, Texas

$85/hr
4.7
38 jobs

I am a seasoned financial executive with broad experience in tax strategies, finance, accounting, financial services and writing-somewhat a jack of all trades. I hold a Masters in Business Administration (M.B.A.), with a concentration in tax and finance, while boasting experience across various industries, including, but not limited to, energy, real estate, e-commerce, and technology. I have served as the CFO of two start-up companies and am very well versed in financial modeling, forecasting, budgeting and reporting as well as putting together information memorandums and pitch decks on businesses. I have an extensive knowledge of tax strategy, planning and preparation which focuses on minimizing federal, state and local tax liabilities while utilizing tax deferral strategies. I have over 15 years of tax experience dealing with partnerships returns, corporate returns and individual returns. In regards to financial writing, I have written articles for a layman to understand, as well as scholarly articles. I wrote the content for the Deutsch Bank Asset Management db-trackers ETF section as well as wrote an examination and study book for asset managers to be certified in the field of exchange traded funds. I have been published in various arenas such as Yahoo Finance, The Street, WSJ and Seeking Alpha. I am able to work efficiently, effectively and independently. I respect deadlines and quality work as that both of these things support my service’s worth. My goal is to ensure that my employer or client is satisfied with my work. Thank you and I look forward to working with you.

  • Accounting
  • Financial Modeling
  • Financial Reporting
  • Investment Research
  • Financial Writing
  • Tax Strategy
  • Business Services
  • Investment Strategy
  • Strategic Planning
  • AI Implementation
  • Venture Capital
  • Private Equity
Jahanzeb H.

Plantation, Florida

$18/hr
4.9
7 jobs

Proven on the ground and now here on Upwork, I am determined to make my mark in freelancing as a highly skilled accounting professional, having hands on experience with 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗜 𝗫𝗲𝗿𝗼 𝗜 𝗪𝗮𝘃𝗲 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗜 𝗭𝗢𝗛𝗢 𝗜 𝗢𝗱𝗼𝗼 𝗜 𝗕𝗶𝗹𝗶𝗱𝗶𝘂𝗺 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀: ✅ Implemented a QuickBooks Online system for a small business, resulting in a 15% reduction in accounting fees. ✅ Prepared financial statements that assisted a client in securing investment for business expansion. ✅ Reduced a client's accounts payable by 10% through the introduction of an effective bill management system. A Chartered Financial Analyst (CFA) with over 10 years of experience in the financial industry, now specializing in cloud-based accounting platforms. I specialize in delivering tailored business, operational and financial strategies to propel businesses forward. I offer comprehensive financial services across a variety of industries, including technology, retail, healthcare, manufacturing, real estate, and e-commerce platforms such as Amazon, Shopify, and eBay. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗜 𝗼𝗳𝗳𝗲𝗿: 1. Managing invoicing and billing processes 2. Performing account reconciliations 3. Managing accounts receivable and payable 4. Administering payroll management 5. Developing a chart of accounts 6. Conducting journal entries for year-end adjustments 7. Transferring data across various accounting platforms 8. Generating management reports 9. Creating financial statements from raw data 10. Conducting data entry, ledger maintenance, and trial balance preparation 11. Performing ratio analysis 12. Conducting feasibility analysis and reporting 13. Providing virtual assistance services 𝗪𝗵𝘆 𝗺𝗲? 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: I bring a high level of proficiency and knowledge. 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Tailored strategies and solutions to meet your unique business needs. 𝗔𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝘁𝗼 𝗗𝗲𝘁𝗮𝗶𝗹: Meticulous and thorough approach to ensure accuracy and compliance. 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆: I am available 24/7 from my well-equipped corporate office with a strong internet connection. Whether you're a small startup or a large corporation, I am here to assist you in navigating the complexities of financial management. Let's collaborate to achieve unparalleled business success. I look forward to your inquiries and invites.

  • Intuit QuickBooks
  • Odoo
  • Xero
  • Zoho Books
  • Buildium
  • Wave Accounting
  • QuickBooks Online
  • Bank Reconciliation
  • Payroll Accounting
  • Financial Statements Preparation
  • Data Entry
  • Accounts Receivable
  • Invoicing
  • GAAP
  • Accounting
Abdul L.

Spring Valley, New York

$5/hr
5.0
12 jobs

Hi, Thanks for looking at my profile! I'm a professional with extensive experience in Lead Generation, Web Research, Prospect List Building, Data Mining, Data Enrichment, Targeted Person Email Find and validity Check, and Data Analysis and CRM Sales Data Quality Check. I specialize in lead generation, prospect list building, data mining, and email verification. My mission is to help businesses generate 𝐡𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐥𝐞𝐚𝐝𝐬, 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 𝐬𝐚𝐥𝐞𝐬 𝐨𝐮𝐭𝐫𝐞𝐚𝐜𝐡, 𝐚𝐧𝐝 𝐛𝐮𝐢𝐥𝐝 𝐬𝐭𝐫𝐨𝐧𝐠 𝐝𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 with 𝟏𝟎𝟎% valid contact information. I have a proven track record in various industries and provide exceptional administrative support and contact information services to clients like you. 100% Valid and verified Email List Generation (I never charge any invalid or bounced emails) 🌟 I Can Provide My Services To You For 24/7/365 Days. Because I'm a very hard-working, honest, speedy, accurate Full-Time & Whole Life Freelancer on Upwork. I want to give my full of effort to the job and build a long-term working relationship with you and I will provide you all with the best service with support. I think proper communication is the most important thing for completing any job with a great result. My area of expertise includes: 🔸 Lead Generation 🔸 Company Information Research 🔸 Key Person Information Research 🔸 Web Research | Online Research | LinkedIn Lead Generation 🔸 Email List Building 🔸 Contact Email and Number Research 🔸 Data Scraping | Data Entry 🔸 Email Marketing | Prospect List 🔸 LinkedIn Data Mining | B2B Lead Generation 🔸 Data Extraction 🔸 B2B Lead Generation 🔸 Online Research 🔸 List Building 🔸 LinkedIn Marketing 🔸 Market research | Qualitative research analysis 🔸 Data cleaning | Data cleansing 🔸 Linkedin leads | Sales leads | Manual data building Certainly! Here's a list of industries I have worked for: 👉 Information Technology (AI) Lead Generation 👉 Healthcare Lead Generation 👉 Financial Services Lead Generation 👉 E-commerce Lead Generation 👉 Real Estate Lead Generation 👉 Marketing and Advertising Lead Generation 👉 Education Lead Generation 👉 Manufacturing Lead Generation 👉 Retail Lead Generation 👉 Hospitality Lead Generation 👉 Telecommunications Lead Generation 👉 Automotive Lead Generation 👉 Energy and Utilities Lead Generation 👉 Construction Lead Generation 👉 Legal Services Lead Generation 👉 Non-profit Organizations Lead Generation 👉 Travel and Tourism Lead Generation 👉 Food and Beverage Lead Generation 👉 Fashion and Apparel Lead Generation 👉 Social Media Lead Generation 👉 Influencer Lead Generation in all industries 🛠️ Tools & Resources used: 🔹 LinkedIn Sales Navigator 🔹 Quick email verification 🔹 Hunter.io 🔹 ZoomInfo 🔹 Clearbit 🔹 Google Suite 🔹 Microsoft Office 🔹 Crunchbase 🔹 Yelp 🔹 Yellowpage 🔹 CRM (Salesforce, OnePageCRM, Air Table, Pipedrive, Hubspot, streak, Zoho) 🔹 HubSpot 🔹 Snov.io 🔹 Lusha Chrome extensions such as ★ Rapportive ★ Rocket Reach ★ Kendo ★ Nymeria ★ Contact Out ★ Clearbit ★ Leads Gibbon ★ Apollo ★ Mailtester.com ★ BeenVerified ★ Skrapp.io ★ DeBounce ★ Mailgun ★ Zerobounce and much more ✨Online Research Tools: ✔ Google Maps ✔ Google Boolean Searches ✔ White Pages ✔ Yellow Pages ✔ Yelp ✔ Manta.com ✔ Better Business Bureau ✔ DNB ✔ Crunchbase ✨Why Choose Me? With a keen focus on exceptional customer service, strong communication skills, and a knack for multitasking, I am committed to exceeding your expectations. Whether you need lead generation expertise, data entry solutions, or virtual assistance support, Let's connect to explore how I can elevate your lead-generation efforts and propel your business growth to new heights! ✨ 𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞? ✔ 𝟏𝟎𝟎% 𝐕𝐚𝐥𝐢𝐝 & 𝐕𝐞𝐫𝐢𝐟𝐢𝐞𝐝 𝐋𝐞𝐚𝐝𝐬 – No bounced or invalid emails. ✔ 𝐅𝐚𝐬𝐭 & 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐃𝐚𝐭𝐚 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 – Quick turnaround with top-notch quality. ✔𝐃𝐞𝐝𝐢𝐜𝐚𝐭𝐞𝐝 & 𝐃𝐞𝐭𝐚𝐢𝐥-𝐎𝐫𝐢𝐞𝐧𝐭𝐞𝐝– I never compromise on quality. ✔ 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐂𝐨𝐦𝐦𝐢𝐭𝐦𝐞𝐧𝐭– Seeking long-term partnerships with happy clients. ✔ 𝐂𝐮𝐬𝐭𝐨𝐦 𝐋𝐞𝐚𝐝 𝐆𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 – Tailored solutions to meet your business needs. Let’s collaborate to generate 𝐡𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐥𝐞𝐚𝐝𝐬, 𝐛𝐮𝐢𝐥𝐝 𝐭𝐚𝐫𝐠𝐞𝐭𝐞𝐝 𝐞𝐦𝐚𝐢𝐥 𝐥𝐢𝐬𝐭𝐬, 𝐚𝐧𝐝 𝐝𝐫𝐢𝐯𝐞 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐠𝐫𝐨𝐰𝐭𝐡! Best regards, Abdul L.

  • Data Entry
  • Copy & Paste
  • Data Analysis
  • Data Migration
  • Lead Generation
  • Social Media Lead Generation
  • Email Marketing
  • Data Mining
  • B2B Lead Generation
  • LinkedIn Lead Generation
  • Data Analytics
  • Data Extraction
  • CRM Automation
  • LinkedIn Marketing
  • Contact List
Layton C.

Dallas, Georgia

$95/hr
4.5
30 jobs

Web professional with over 15 years of experience in a wide range of projects at all levels. Pays close attention to detail, and is dedicated to on-time delivery and having a project done right the first time. Experience includes: Designing and developing websites using HTML, DHTML, PHP, CSS and MySQL; Content management and networking project experience includes developing sites using WordPress. Seeking opportunities including: Ground-up website development; Existing website redesign; Website management and maintenance; Search Engine optimization (SEO) programming; Website testing and quality assurance.

  • CSS
  • HTML
  • Joomla
  • Search Engine Optimization
  • Search Engine Marketing
  • Zen Cart
  • Graphic Design
  • Magento

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