Hire the best Financial Services Freelancers in Boston, MA

Check out Financial Services Freelancers in Boston, MA with the skills you need for your next job.
  • $100 hourly
    Trusted Adviser, Industry Leader, Independent Thinker, and Continuous Learner As a dual CPA/attorney, my passion is work with entrepreneurs, individuals, and businesses to be their trusted advisor and help make their dreams and ambitions come true! From tax flings, choice of entity, S Corp elections, tax planning/structuring, coaching, notice resolution, let me be your trusted advisor for the long term!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Coaching Session
    Accounting
    Business Planning & Strategy
    Research & Strategy
    Legal
    Policy Analysis
    US Taxation
    Finance & Accounting
    Tax Return
    Tax Planning & Advisory
    Tax Preparation
  • $150 hourly
    As an individual providing accounting and advisory services, my mission is to empower individuals and businesses with the financial knowledge and tools they need to make informed decisions and achieve their business goals. With my experience as a certified accountant, I have worked with a diverse range of clients, from pre-revenue startups to million-dollar revenue businesses. I specialize in providing accounting and financial support to individuals and small businesses who are seeking assistance in realizing their vision of success. My services are uniquely tailored to each client, and some notable offerings include Xero & QuickBooks Setup, bookkeeping, financial reporting, cost studies, performance analysis, business valuations, investment modeling, business plans, financial planning, capital budgeting, and CFO services. I am eager to help you take your business to the next level. Together, we can navigate the financial landscape and make strategic decisions that will contribute to your success. Let's work together to achieve your business objectives.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Xero
    Bookkeeping
    Financial Analysis
    Business Consulting
    Process Improvement
    Cost Accounting
    Finance & Accounting
    Company Valuation
    Business Analysis
    Accounting Advisory
    Accounting
    Intuit QuickBooks
    Cost Analysis
  • $40 hourly
    I am currently a third year Finance/BA major at the Questrom school of business @ Boston University. I'm interested in all things business, but am particularly excited about gaining work experience in accounting, wealth management, and consulting. Although I'm still a student, I have 2 years of relevant work experience under my belt. Not only have I gained proficiency in - Microsoft Excel - Microsoft Access - Microsoft Powerpoint & Word - Salesforce - Data management I've also gained the knowledge of the expectations and responsibilities placed on the employee by the employer. My other strengths include being quick & thorough, strong at math, and bilingual (Korean). Although my previous experience may be lacking in comparison to others, I'm a quick learner and looking to take on a new challenge. Whatever it is, I'm able to start working immediately and answer any other questions!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Microsoft Word
    Finance & Accounting
    Presentation Design
    Microsoft Excel
    Microsoft Access
  • $80 hourly
    Hi everyone, My name is Jaime and I am the founder of J. Sousa Ventures, a financial analytics firm that specializes in financial modeling, projections, and valuations. J. Sousa Ventures was founded in 2021 to provide individuals and businesses with the tools they need to make smarter capital decisions and allocate their resources more efficiently. Over the past two years, we have worked with a variety of clients in industries including e-commerce, financial services, politics, real estate, and technology. You can learn more about us and the work we do via our website www.jsousaventures .com Please do not hesitate to reach out with any questions. I am always interested in having a conversation to figure out how we can help you make smarter capital decisions. Jaime
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Business Analysis
    Business Valuation
    Analytics
    Modeling
    Valuation
    Finance & Accounting
    Discounted Cash Flow
    Problem Solving
    Forecasting
    Financial Analysis
    Trend Analysis
    Tableau
    Data Analysis
    Microsoft Excel
  • $50 hourly
    Exploring the Finance Frontier Currently pursuing a Master of Science in Finance at Brandeis International Business School, I've delved into the intricacies of private equity, security analysis, corporate financial modeling, and more. My academic journey has been driven by an unquenchable curiosity about the ever-evolving dynamics of financial markets. Insights from Consulting and Industry My career journey has allowed me to contribute my analytical prowess and strategic thinking to top-notch consulting firms like McKinsey & Company. My role as an external consultant involved fieldwork analysis, investment valuation, and the development of data-driven strategies for optimal business outcomes. Entrepreneurial Drive As a co-founder of Eco-Plastic, I've experienced the exhilarating highs and determined lows of entrepreneurship. Our startup's mission to transform landfill waste into valuable resources garnered international recognition, solidifying my belief in the power of
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    Python
    Finance & Accounting
    Business Analysis
    Portfolio Management
    Business Consulting
    Bloomberg Terminal
    Microsoft Excel
    YouTube Ads
    Creative Strategy
    Finance
    Business Management
    Analytical Presentation
    Investment Research
    Management Skills
    Valuation
  • $23 hourly
    As full time financial analyst, I have learned skills that have made me a dependable candidate for many different tasks and job. I have a long-standing background in customer service and sales, I am also Microsoft excel certified and fluent in other Microsoft products. I am well experienced in organization and planning as well. I am eager to take on any tasks given to me and ready to complete them to the best of my capabilities.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Management Skills
    Financial Planning
    Business Strategy
    Administrate
    Customer Service
    Financial Management
    Microsoft Excel
    Corporate Finance
    Digital Marketing
    Finance & Accounting
  • $25 hourly
    Well-rounded financial associate with experience in start ups, fund administration, and foreign languages.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Microsoft Excel
    Microsoft Word
    PPTX
    Economics
    International Development
    Finance & Accounting
    Financial Analysis
    Microsoft Office
    Microsoft Access
    Microsoft Outlook
    Business
    Business Development
    Capital Markets
  • $20 hourly
    👋 Hello there! I'm Mr. Prajit Giri, a driven Business enthusiast with a keen interest in the realms of Business Management, finance, investment, and programming. I've had the privilege of gaining hands-on experience in the dynamic world of digital marketing, where I honed my communication and project management skills. 📊 With a commitment to lifelong learning and a hunger to contribute to organizational growth and value creation, I'm on a mission to make a positive impact. 🌟 Here's what I bring to the table - Managing Business as a manager or Human Resource manager. - 📈 Experience in managing successful digital marketing campaigns. - 📝 Strong skills in research, copywriting, and communication. - 💻 Proficiency in computer applications and a budding programmer in Python and R. - 🎨 Graphic design savvy, with a knack for Photoshop and Canva. 🎓 I have previously pursued my Bachelor of Business Administration (BBA) and had the privilege of being a recipient of a full-ride scholarship. My academic journey not only deepened my understanding of management theories but also fostered excellent time management and communication skills. 🌍 Currently residing in the United States and studying at Fisher college in Boston, MA, I'm eager to explore new opportunities and contribute to the ever-evolving business landscape here. 🤝 I'm deeply committed to giving back to my community through my role as a Student Fellow at the Samaanta Foundation. 🌐 Fluent in English, Hindi, and my native Nepali, with conversational skills in Bengali, I'm well-equipped to connect with a global audience. 📚 Always eager to learn, open to feedback, and excited about new challenges. Let's connect and explore opportunities together! 👋 Hello there! I'm Mr. Prajit Giri, a driven Business enthusiast with a keen interest in the realms of Business Management, finance, investment, and programming. I've had the privilege of gaining hands-on experience in the dynamic world of digital marketing, where I honed my communication and project management skills. 📊 With a commitment to lifelong learning and a hunger to contribute to organizational growth and value creation, I'm on a mission to make a positive impact. 🌟 Here's what I bring to the table - Managing Business as a manager or Human Resource manager. - 📈 Experience in managing successful digital marketing campaigns. - 📝 Strong skills in research, copywriting, and communication. - 💻 Proficiency in computer applications and a budding programmer in Python and R. - 🎨 Graphic design savvy, with a knack for Photoshop and Canva. 🎓 I have previously pursued my Bachelor of Business Administration (BBA) and had the privilege of being a recipient of a full-ride scholarship. My academic journey not only deepened my understanding of management theories but also fostered excellent time management and communication skills. 🌍 Currently residing in the United States and studying at Fisher college in Boston, MA, I'm eager to explore new opportunities and contribute to the ever-evolving business landscape here. 🤝 I'm deeply committed to giving back to my community through my role as a Student Fellow at the Samaanta Foundation. 🌐 Fluent in English, Hindi, and my native Nepali, with conversational skills in Bengali, I'm well-equipped to connect with a global audience. 📚 Always eager to learn, open to feedback, and excited about new challenges. Let's connect and explore opportunities together!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Manage Amazon Site
    Business Analysis
    Finance & Accounting
    Digital Marketing
    Marketing
    Digital Marketing Strategy
    Freelance Marketing
    PPTX
    R
    Data Cleaning
    Digital Marketing Materials
    Artificial Intelligence
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