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.

Clients rate Financial Services professionals
Rating is 4.9 out of 5.
4.9/5
based on 1,440 client reviews
Esmerald H.
$15/hr
  • Trophy Icon Financial Services
  • Market Research
  • Literature Review
  • Financial Trading
  • Content Creation
  • Virtual Assistant
  • Technical Writing
  • Task Coordination
  • Finance & Accounting
  • Essay Writing
  • Virtual Assistance
  • Communications
  • Research Writer
  • Data Entry
  • Asana
  • Data Mining

EXCELLENCE IS THE WAY TO DO BUSINESS !!! I have 3 years of experience in data entry , 1-year of experience in sales and 3 years of experience working as VIRTUAL ASSISTANT . I have a strong background in admin support business services. I am fluent in Italian, English, Spanish, and Albanian. Working with me you can rest assured that your project will be delivered on time and accordingly. I have strong research skills and my greatest asset is a strong problem solver mindset. I will think outside of the box and use different tools to assure that your project is successfully completed. I look forward to work with you and create long...

Cody B.
$50/hr
  • Trophy Icon Financial Services
  • Tax Preparation
  • Legal
  • Accounting
  • Policy Analysis
  • Tax Planning & Advisory
  • Tax Return
  • Research & Strategy
  • Business Planning & Strategy
  • Finance & Accounting
  • US Taxation
  • Coaching Session

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!

Yoojin C.
$40/hr
  • Trophy Icon Financial Services
  • Microsoft Access
  • Microsoft Excel
  • Presentation Design
  • Microsoft Word
  • Finance & Accounting

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,...

Rob M.
$65/hr
  • Trophy Icon Financial Services
  • Modeling
  • Analytics
  • Advanced Analytics
  • Finance & Accounting
  • Analytical Presentation
  • Excel Formula
  • Microsoft Excel

Expert excel user who has significant experience in modeling and analytics, whether that be financial, operational, etc. Several years of management consulting experience along with continued corporate financial planning. I have an undergraduate degree in economics and a masters degree in quantitative management.

Erik-Logan H.
$100/hr
  • Trophy Icon Financial Services
  • Grant Writing
  • Workshop Facilitation
  • Facilitation
  • Excel Macros
  • Researcher
  • ArcGIS
  • Project Management
  • Contract Negotiation
  • Policy Development
  • Finance & Accounting
  • Policy Analysis
  • Python
  • Program Management

Erik-Logan Hughes specializes in climate change and energy policy and strategy. He has focused on critical infrastructure at the federal, state, and municipal levels and has supported communities with capacity building, technology innovation, and utility ratemaking. He has extensive experience with large, multi-stakeholder projects, having worked with clients across the U.S. and the European Union. He is a registered member of the Cherokee Nation of Oklahoma.

Kaitlyn G.
$35/hr
  • Trophy Icon Financial Services
  • Quickbooks
  • Corporate Finance
  • Information Technology Operations
  • Business
  • Internal Auditing
  • Accounting
  • Microsoft Excel
  • Excel Macros
  • Finance & Accounting
  • Filing
  • Information Technology
  • Finance
  • Financial Audit
  • Excel Formula
  • Business Services

Experienced professional with a strong background of Accounting and Finance knowledge. Able to handle a high volume of responsibilities in a fast-paced environment, with minimum supervision, while maintaining emphasis on the highest quality of consumer service. Excellent listening skills, oral and written communications. Comfortable in interacting with all levels of the organization and public. Excellent problem solving and negotiating skills. Able to make decisions independently and quickly with minimal escalations. Known for taking initiative and skilled at meeting challenges and deadlines. A team player who is attentive to detail and...

Adrian V.
$38/hr
  • Trophy Icon Financial Services
  • Finance
  • Financial Reporting
  • Data Processing
  • Microsoft Excel
  • Python
  • Visualization
  • Data Analytics
  • SQL
  • Finance & Accounting
  • Tableau
  • Data Analysis
  • Financial Analysis
  • Excel Formula

Hello! I am an experienced Financial Analyst and budding Data Analyst. I have extensive technical proficiencies, as well as a passion for extracting insights and findings from datasets. I am highly skilled in Microsoft Excel, where I have over 5 years of experience in data manipulation, advanced formula use, Pivot Tables, VLOOKUPs, data entry, and Financial Analysis. I am consistently gaining proficiencies in staple Data Analysis languages and programs such as Tableau, SQL, and Python.

Alix G.
$250/hr
  • Trophy Icon Financial Services
  • Executive Support
  • Business Operations
  • Business Management
  • Finance & Accounting

I'm a dynamic operations professional with 10 years of experience working with fast growing tech startups and services businesses to build scalable processes and teams. I have experience with all aspects of running a growing business, from the initial registration through designing benefits plans and managing accounting, to fundraising and cap table management. I can help your business: - Manage accounting (bookkeeping, AP/AR, revenue reconciliation, and coordination with CPA) - Find, implement and manage vendors - Create a recruiting process - Design and implement employee benefits plans - Project planning, including office redesign,...

Hunter S.
$100/hr
  • Trophy Icon Financial Services
  • Accounting Basics
  • Management Accounting
  • Mathematics
  • Finance
  • Microsoft Office
  • Finance & Accounting
  • Real Estate
  • Mathematics Tutoring
  • Financial Report
  • Microsoft Excel
  • Accounting

- Strong accounting background - Proficient with Excel - Proficient with Microsoft PowerPoint - Well organized - Ability to meet deadlines - Great communication skills

Breanna H.
$23/hr
  • Trophy Icon Financial Services
  • Microsoft Excel
  • Management Skills
  • Administrate
  • Corporate Finance
  • Finance & Accounting
  • Customer Service
  • Financial Planning
  • Financial Management
  • Business Strategy
  • Digital Marketing

As a senior getting ready to graduate, 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.

Aidan B.
$25/hr
  • Trophy Icon Financial Services
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Outlook
  • PPTX
  • Microsoft Word
  • Business Development
  • Financial Analysis
  • Capital Markets
  • Economics
  • Business
  • Finance & Accounting
  • International Development
  • Microsoft Office

Well-rounded financial associate with experience in start ups, fund administration, and foreign languages.

Joy Z.
$20/hr
  • Trophy Icon Financial Services
  • Analytics
  • Data Science
  • Computer Science
  • SQL
  • Business Presentation
  • Business
  • Business Operations
  • Finance & Accounting
  • Microsoft Excel

A hardworking and passionate working professional with substantial experience in business operations, financial processes, excel, and data analytics. An extremely good team player and leader as well as a very good communicator across multiple parties. I'm also extremely detail oriented and organized so I'm very good at any task that's assigned to me. I am also very versatile and an avid learner.

Steven H.
$75/hr
  • Trophy Icon Financial Services
  • Accounting Advisory
  • Business Analysis
  • Company Valuation
  • Finance & Accounting
  • Cost Analysis
  • Cost Accounting
  • Process Improvement
  • Business Consulting
  • Financial Analysis

Odyssey is an accounting & advisory services firm whose mission is to empower individuals and businesses with the financial knowledge and tools they need to make informed decisions and achieve their business goals. We are a team of certified accountants with experience working with pre-revenue to million dollar revenue businesses. We specialize on individuals and small businesses who need accounting and financial support to realize their vision of success. We offer a range of services that are uniquely tailored to our individual clients. Some notable services include: Xero & QuickBooks Setup, Bookkeeping, Financial Reporting, Cost Studies,...

Shamila S.
$20/hr
  • Trophy Icon Financial Services
  • Sales
  • Office Design
  • Microsoft Excel
  • Salesforce
  • Microsoft Office
  • Finance & Accounting
  • Customer Service

Currently a second-year student at Syracuse University majoring in Finance & Marketing, advancing business skills through courses such as Intro to Managerial Accounting, Principles of Finance, and Principles of Marketing. I have worked numerous customer service jobs since a young age including being a cashier, food runner, and an information desk attendant. I am currently excel certified as well so working with Microsoft is something I am very familiar with as well.

Pedro R.
$125/hr
  • Trophy Icon Financial Services
  • Strategy
  • Digital Transformation
  • Business Management
  • Go-to-Market Strategy
  • Business Development
  • Finance & Accounting
  • Management Consulting

Background in Consulting, Strategy, General Management, and Business Development. Skilled in project management, go-to-market strategy, business analysis, and sales.

Jacob C.
$100/hr
  • Trophy Icon Financial Services
  • Finance & Accounting
  • Investment Research
  • Finance
  • Teaching
  • Investment Banking
  • Economics
  • Financial Model
  • Graphic Design
  • Corporate Finance
  • Financial Modeling

Experienced financial modeler and pitch deck creation. Eager to help your business grow and attract capital. Honors Program Graduate at Boston University, Finance and Economics. Graduated in 3.5 Years, Cum Laude. Investment Banking Experience.

Bradley F.
$30/hr
  • Trophy Icon Financial Services
  • Portfolio Performance Modeling
  • Blockchain
  • Venture Capital
  • Customer Service
  • Business Management
  • Finance
  • Venture Capital Consulting
  • Portfolio Management
  • Finance & Accounting
  • Private Equity
  • Underwriting
  • Web3
  • Advertisement
  • Marketing
  • Advertising

Blockchain and Web3 connoisseur. Ambitious financial professional with excellent attention to detail. Currently in the Venture Capital and Private Equity Industry as an Associate, Portfolio Management, with experience through side hustles in Marketing, eCommerce, and Blockchain related items. Looking forward to getting connected!

$NaN/hr

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