Hire the best Financial Services Freelancers in Austin, TX
Check out Financial Services Freelancers in Austin, TX with the skills you need for your next job.
- $65 hourly
- 5.0/5
- (10 jobs)
Highly skilled in: - Microsoft Excel / Google Sheets - Microsoft PowerBI - Salesforce - Automation and Logical functions I am an experienced professional in finance, having worked in investment and fintech industries. Primarily, I have experience with small business finance, public finance/bonds, and the public markets. However, my abilities in spreadsheets and business intelligence programs extends far beyond finance.
Financial Services
Portfolio ManagementMathematicsSalesforceFinance & AccountingMicrosoft ExcelGoogle SheetsMicrosoft Power BI - $50 hourly
- 4.9/5
- (22 jobs)
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
Financial Services
Financial ModelingAccounting Principles & PracticesFinance & AccountingForecastingInternational Accounting StandardsIntuit QuickBooks - $120 hourly
- 5.0/5
- (22 jobs)
☑️ 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 | ⌚ 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
Financial Services
ForecastingBusiness ResearchStartup ConsultingFinancial StatementBusiness StrategyBusiness PlanPro Forma StatementFinancial ProjectionFinancial AnalysisFinancial PlanningFinancial ReportingFinancial ModelingCash Flow AnalysisIndustry ResearchFinance & Accounting - $220 hourly
- 5.0/5
- (25 jobs)
I serve as a consulting and testifying expert in litigation, forensic accounting and compliance matters and bring more than 19 years of experience. I calculate economic damages in disputes litigated in arbitration and State and Federal Courts and bring expertise in several causes of action including breach of contract, patent and trademark infringement, business interruption, and trade secret misappropriation, among others. I am a Certified Fraud Examiner (CFE). Throughout my career, I served clients and led teams on engagements involving forensic accounting investigations, assessment of risk management and compliance programs, data integrity compliance issues, and quantification of damages. I serve as a damages quantification expert and have specific experience in personal injury (including calculating the present value of life care plan costs) and wrongful death matters. I have been designated as an expert in more than 20 matters and have testified at deposition and trial multiple times. I am adept at analyzing large sets of data to solve complex problems for clients. I excel at extracting insights from data. I am excited about the prospect of creating a usable product that works and can provide value to your firm. During my career, I gained extensive experience in making sense of various companies' Excel spreadsheets. I was viewed as an expert by clients, colleagues, and my superiors at extracting insights from spreadsheets provided through subpoenas and litigation discovery. Most recently, I led teams that supported a Department of Justice (DOJ)-appointed Independent Compliance and Business Ethics Monitor of a global investment bank, and a Forensic Adviser to the DOJ / National Highway Traffic Safety Administration (NHTSA)-appointed Monitor of a Tier One automotive parts supplier. I performed analyses of the lab and traceability systems at testing and production facilities of a global Tier 1 automotive supplier to assess the company's data integrity controls and implementation of DOJ plea agreement terms while working with the Forensic Advisor to the DOJ- and NHTSA-appointed Independent Compliance Monitor. In this role, I received large spreadsheets with lab testing and manufacturing data from facilities in 17 countries and had to "audit" the data to ensure that the company was capturing complete and correct information - this required me to identify outliers, missing values, and general data inconsistencies. I led teams in 30 global facilities across 12 countries to monitor a Tier One automotive parts supplier's testing operations for compliance with internal and DOJ-mandated data integrity requirements. I also served as a guest lecturer at Baruch College, John Jay College of Criminal Justice, and Molloy College on topics related to data analytics tools and fraud detection. I have engagement experience in the following industries: Automotive Manufacturing, Banking (Monitorship), Banking (Forensic Investigation), Telecommunications, Retirement Plans, Food & Fast Food, Private Equity, Pet Products, Mortgage Loan Servicing, Health Foods, Insurance, Real Estate, Fishing, Healthcare, Media/Entertainment, Financial Products (Bonds & Mutual Funds), Hospitality, Cosmetics, Packaging, Luxury Goods, Financial Products (Options & Derivatives), Defense Contracting, Technology, Construction, Building Materials, and Retail. I have also helped an Australian employer respond to a Fair Work Ombudsman contravention notice by reviewing pay records to determine the amount of underpayment due.
Financial Services
Forensic AccountingFinance & AccountingInternal ControlCommercial LitigationTestingFinancial AnalysisFraud DetectionMathematicsData ModelingProblem SolvingComplianceEconomic AnalysisFinancial AuditSpreadsheet SkillsData Analysis - $40 hourly
- 5.0/5
- (12 jobs)
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.
Financial Services
Finance & AccountingGoogle WorkspaceTech & ITFinancial AnalysisOnline Chat SupportZoom Video ConferencingAccountingIT Asset ManagementCommunity ModerationCustomer ServiceExecutive SupportVirtual AssistanceAdministrative SupportMicrosoft ExcelData Entry - $250 hourly
- 5.0/5
- (33 jobs)
⭐️ 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
Financial Services
FundraisingFundraising PresentationFinance & AccountingCorporate FinanceCapital MarketsBusiness StrategyPersonal Finance & Wealth ManagementMicrosoft PowerPointInvestment StrategyInvestment ResearchFinancial Analysis & ValuationFinancial ModelingPrivate EquityMergers & AcquisitionsInvestment Banking - $150 hourly
- 5.0/5
- (60 jobs)
The intersection of writing, business, finance, marketing, analytics, and technology is an exciting place. That’s where I can help companies achieve their goals. I provide financial, management consulting, and writing services. My offerings include: 1) analyzing financial information 2) visualizations / graphics 3) management consulting projects 4) Internet research to provide statistics, facts, financial information, methods, industry, market, company, and competitor research 5) writing and editing content ($150 per hour) Writing and presentation types include: - business reports - blog articles - other articles - white papers - case studies - editing business plans or pitch decks - natural language processing (NLP) for artificial intelligence (AI) projects My communication and project management skills are excellent. I can respond quickly, keep your informed, collaborate on ideas, work independently, help you keep your remote project on track, and strive to meet deadlines (which I usually beat). My writing process includes using mind maps or outlines, Word SpellCheck, Grammarly Premium, BibMe (for white paper and research project citations), Hemingway Editor (for simplicity), and Copyscape (to check for plagiarism and rewrite to avoid it). Education: MBA degree from The University of Texas at Austin Data Scientist, Quantitative Analysis, Machine Learning (R), DataCamp Career: 15+ years business and consulting experience, including executive management (C-Suite) roles; more information in Other Experiences section Toastmasters International, ATM Silver (advanced level) Software: Microsoft: Word, Excel, PowerPoint, Power BI Google: Docs, Sheets When Upwork offered skill tests, I was ranked near the top, when compared to all test takers: - First Place on business plans test - top 1% on finance, venture capital, and negotiations skills tests - top 2% on corporate strategy test - top 20% on most writing tests; top 2% on business writing skills test I completed most tests in 1/4 of the time allotted. You can view screenshots of my Upwork tests upon request. In December 2019, I was one of three invited speakers in a presentation meeting sponsored by Upwork corporate for the Austin, TX freelancers networking group. Let's discuss your project through Upwork and find out if it's the best fit with my skills.
Financial Services
Report WritingBusiness WritingContent EditingSEO WritingCritical Thinking SkillsCorporate FinanceFinancial WritingMarketingContent WritingCopywritingCompetitive AnalysisFinancial AnalysisManagement ConsultingFinance & Accounting - $150 hourly
- 0.0/5
- (0 jobs)
Scaled my last company to 8 figures and currently helping businesses as a fractional CFO and business transformation specialist. I've got over 8 years of experience in technology and operations with a BS & MS from Georgia Tech and an MBA from Harvard. Spent time at Bain & Co, in Venture Capital and as a YC startup CEO. Raised millions from institutional investors. I'm based in Austin, TX. Focused on helping with: Fractional CFO: - Financial Management, - Monthly reporting (P&L, CF, BS), - FP&A: budgeting, financial modeling, working capital optimization - Business model optimization; CAC, LTV, Margin expansion, pricing - Business valuation and data room prep for investors - Cashflow Management - forecasting, planning and runway analysis - Inventory management; segmentation, forecasting, margin analysis, cash cycles - Customer analysis - Business tax and audit prep - KPI Development - dashboards, key metrics - Growth & Capital strategy Business Transformation - Automation & AI implementation strategy - Inventory management; segmentation, forecasting, margin analysis, cash cycles analysis, pricing strategy - Process development & improvement
Financial Services
Financial PlanningAnalytical PresentationManagement ConsultingFinance & Accounting - $199 hourly
- 0.0/5
- (1 job)
Hello! I'm here to transform your ambitious business goals into actionable financial strategies. Over the past three years, my team and I have specialized in providing high-impact fractional CFO services to CPG brands, multi-location restaurants, marketing agencies, and various service-based industries. We're committed to guiding companies with revenues north of $3M through the complexities of financial management and strategic planning. What We Offer: 🌟 Clear Financial Direction: Mapping out financial pathways that align with your business objectives. 🌟 Strategic Insights: Analyzing the impact of your business decisions to steer company direction. 🌟 Financial Modeling: Building robust models to predict and enhance your financial health. 🌟 Projections: Crafting detailed forecasts to prepare for future business scenarios. 🌟 Short-Term Cash Flow Forecasting: Ensuring you have the liquidity to meet business needs. Industries We Serve: 🚀 Consumer Packaged Goods (CPG) 🚀 Multi-Location Restaurants 🚀 Marketing Agencies 🚀 Professional Service Firms What is a Fractional CFO? A fractional CFO acts as your strategic partner, directing your financial operations towards achieving your company's goals. Whether you're building a finance department from scratch or optimizing an existing one, we're here to establish and refine financial processes that enhance your decision-making capabilities based on solid data analysis. Ready to Achieve Your Financial Goals? Let's connect and discuss how I can bring clarity and foresight to your business finances. Together, we'll pave the way for sustained growth and profitability. A few testimonials: 👉“Hunter Scott and his team have been revolutionary in helping our company move to a solid financial footing.” -Bill Adams 👉“Amazing service and extremely knowledgeable. They helped steer or business in the right direction and give us a peace of mind about our business financials” - Randy Sheridan 👉“Our start-up began working with Strata Cloud Accountants back in 2019. DeEtte and her team have always been professional, supportive, and patient with all of our questions as we navigated growth and fundraising. We are forever grateful for all their hard work and partnership.” - Nicole Cox
Financial Services
Financial ReportingFinance & AccountingFinancial ProjectionFinancial PlanFinancial Analysis & ValuationFinancial AnalysisFinancial Statements PreparationFinancial StatementFinancial ReportFinancial ModelQuickBooks OnlineFinancial AccountingFinancial ConsultingFinancial ModelingFinancial Management - $99 hourly
- 0.0/5
- (1 job)
Hello! I'm here to help transform your business into a profit machine. Over the past four years, my team and I have specialized in providing high-impact fractional CFO and accounting services to CPG brands, multi-location restaurants, marketing agencies, and various service-based industries. We're committed to guiding companies with revenues north of $3M through the complexities of financial management and strategic planning. What We Offer: 🌟 Clear Financial Direction: Mapping out financial pathways that align with your business objectives. 🌟 Strategic Insights: Analyzing the impact of your business decisions to steer company direction. 🌟 Financial Modeling: Building robust models to predict and enhance your financial health. 🌟 Projections: Crafting detailed forecasts to prepare for future business scenarios. 🌟 Short-Term Cash Flow Forecasting: Ensuring you have the liquidity to meet business needs. Industries We Serve: 🚀 Consumer Packaged Goods (CPG) 🚀 Multi-Location Restaurants 🚀 Marketing Agencies 🚀 Professional Service Firms What is a Fractional CFO? A fractional CFO acts as your strategic partner, directing your financial operations towards achieving your company's goals. Whether you're building a finance department from scratch or optimizing an existing one, we're here to establish and refine financial processes that enhance your decision-making capabilities based on solid data analysis. Ready to Achieve Your Financial Goals? Let's connect and discuss how I can bring clarity and foresight to your business finances. Together, we'll pave the way for sustained growth and profitability. A few testimonials: 👉"Strata has been a breath of fresh air, they are diligent, communicative and have exceeded our expectations. For the first time we have bookkeepers and accountants that go above and beyond their job description." - Adam Vartikar, PatientPal 👉“Amazing service and extremely knowledgeable. They helped steer or business in the right direction and give us a peace of mind about our business financials” - Randy Sheridan 👉“Our start-up began working with Strata Cloud Accountants back in 2019. DeEtte and her team have always been professional, supportive, and patient with all of our questions as we navigated growth and fundraising. We are forever grateful for all their hard work and partnership.” - Nicole Cox 👉"Strata Cloud Accountants has become an extension of our internal team delivering not only great service but also insights that are helping us to better plan for the future." - Fred Rockwell, Ascent and Investor Summit Conferences
Financial Services
Financial StatementFinancial ConsultingFinancial AnalysisFinance & AccountingCash Flow ModelingCash Flow AnalysisBudget PlanningProcess ImprovementStrategic PlanningScenario Planning - $75 hourly
- 0.0/5
- (0 jobs)
I have experience in finance and data analysis, with a strong focus on leveraging technology to optimize processes and deliver actionable insights. As an Investment Operations Analyst, I automated cash management workflows using Python and APIs, significantly improving operational efficiency. In my previous role as a Sr. Financial Analyst, I led financial analysis and developed long-term financial plans to support strategic decision-making. My technical skills include proficiency in Python, data analysis, and automation, along with expertise in APIs and machine learning principles. • Skilled in financial forecasting and process improvement. • Proven ability to transform data into actionable insights for better decision-making. • Strong ownership of projects, delivering results from start to finish.
Financial Services
EconomicsFinance & AccountingArtificial IntelligenceMachine LearningData Analysis - $75 hourly
- 0.0/5
- (0 jobs)
Passionate professional with over a decade of NetSuite experience - first as a power user, and now as a Certified Administrator. Adept at daily admin. support; projects focused on process development including workflows; system enhancements and optimization; and integration maintenance. Whether you need a quick saved search or a larger project, I am here to help! Driven by a love of efficient systems and cross-functional collaboration, I bring a thoughtful, solution-oriented mindset to every challenge.
Financial Services
Finance & AccountingOracle NetSuiteNetSuite Administration - $45 hourly
- 0.0/5
- (0 jobs)
I am a passionate investor that has developed a sustainable and effective approach to investing my own money in the stock market. I am eager to share my ideas with you at a fair price. Ideas are everywhere, but I want to provide you great ideas that will passively make you money for years to come. Let us partner together!
Financial Services
Financial ModelingFinancial PlanningCorporate StrategyCorporate GovernancePsychologyCorporate LawCorporate FinanceBehavioral FinanceFinancial AnalysisFinance & AccountingFinanceInvestment Portfolio ReviewInvestment StrategyInvestment PreparationInvestment Research - $111 hourly
- 0.0/5
- (0 jobs)
SUMMARY AND PROFILE * Extensive experience in mergers and acquisitions, completing over 60 acquisitions * Private equity experience with a focus on roll-ups and consolidation strategies * Public company experience with three IPO'S and numerous SEC filings * Proven track record in financial and accounting management, * Proficient in building and leading teams in finance and accounting, including FP&A, treasury, budgeting, internal controls, cash flow management, audits, and compliance. * Comprehensive understanding of corporate finance, capital markets, and risk management * Strong analytical and problem-solving skills
Financial Services
Cash Flow ModelingDue DiligenceValuationAccounts Receivable ManagementAccounts Payable ManagementAccounting ReportAccounting Principles & PracticesPersonal FinanceFinancial Analysis & ValuationFinancial AuditFinance & AccountingAnalytical PresentationManagement ConsultingBookkeepingAccounting - $20 hourly
- 0.0/5
- (0 jobs)
- Experience with Financial Analysis in the private and public sectors - Extremely detail-oriented and analytical - Very excel-savvy and experience with Power BI, SAP4/HANA, and more - Project management skills - Experience with compliance, internal controls, nonprofit regulations, 2CFR, and TxGMS
Financial Services
Financial AuditFinancial AnalysisFinanceFinance & AccountingFinancial PlanningLight BookkeepingAccounting BasicsAccounting - $75 hourly
- 0.0/5
- (2 jobs)
Senior Data Scientist in Big Tech with with experience building data-driven solutions, highly efficient systems, and automations. I have extensive experience building cutting-edge tools and systems leveraging no-code, low-code, and custom code & api's. Tools I love to work with: Airtable, Make, & Zapier; Python and Google Cloud Platform; Snowflake & Databricks; OpenAI & Claude.ai. A few examples of solutions I've built: • Created & Automated 1 year of social media posts in approximately 5 hours. Tools used: custom python script, OpenAI API, Airtable, Make. • Constructed Airtable operations database to leverage automation, improve efficiency, and derive real-time insight on key operational metrics, and how those those key value drivers impacted financial performance • Built custom Airtable CRM to track and automate contact and account management • Automated a manual process - wrote custom Python script to pull data from one SaaS platform and automatically update data another SaaS platform, saving client an estimated 4-hours per day Other notes on my background and education: • Army veteran • Coffee fanatic • Education: Georgetown MS Finance; U. of Cincinnati BA Mathematics; Harvard Data Science certificate I have worked in Big Tech & Small Tech, for multi-billion-dollar companies and companies just starting out. I was an early stage employee (first 10) at two start-ups that received venture capital funding from some of the largest VC's in the world, and I understand what it takes to build out efficient, data-driven processes that arm management with the information they need to make strategic decisions. Plus, I bring the precision and discipline of my military background to ensure that I always deliver high-quality work on-time.
Financial Services
Defense & MilitaryAirtableFinancial ModelingZapierData ScienceFinance & AccountingData ProtectionBusiness OperationsCybersecurity ManagementPythonData AnalysisMakerData PrivacyGoogle SheetsAutomationMicrosoft PowerPointMicrosoft ExcelBudget Management Want to browse more freelancers?
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