Hire the best Financial Services Freelancers in Houston, TX
Check out Financial Services Freelancers in Houston, TX with the skills you need for your next job.
- $100 hourly
- 5.0/5
- (89 jobs)
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.
Financial Services
CPAFinance & AccountingFinancial Analysis & ValuationManagement AccountingFinancial Audit - $50 hourly
- 4.9/5
- (311 jobs)
With over 15 years of dedicated experience as a Bookkeeper and Tax Preparer, I bring a wealth of expertise in QuickBooks, Xero, Zoho, and NetSuite. I've successfully partnered with a diverse range of US-based businesses, from real estate to eCommerce, providing top-notch bookkeeping and tax services. Bookkeeping Services: Certified QuickBooks Pro Advisor Bookkeeping Payroll Processing Reconciliations Financial Reporting Budgeting Tax Preparation Services: Business & Personal Tax Preparation Corporate Taxes Payroll & Sales Taxes Support for Complex Tax Situations Let's work together to achieve your financial goals. I’m here to help you navigate your bookkeeping and tax needs with precision and care. Reach out to me today, and let's start a conversation!
Financial Services
Sales TaxUS TaxationAccounts Receivable ManagementBalance SheetAccountingWave AccountingQuickBooks OnlineTax PreparationLight BookkeepingBookkeepingAccounts ReceivableBank ReconciliationAccounts PayableIntuit QuickBooksFinance & Accounting - $40 hourly
- 5.0/5
- (3 jobs)
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
Financial Services
Tax ReturnBookkeepingXeroOracle NetSuiteQuickBooks OnlineFinancial PlanningBank ReconciliationBudget ManagementTax AccountingTax PreparationGAAPPayroll AccountingGeneral LedgerIntuit QuickBooksFinance & Accounting - $150 hourly
- 5.0/5
- (29 jobs)
Are you seeking greater flexibility in managing your business? As a business owner, you have a lot on your plate, particularly when it comes to financial management. If this has been on your mind for months or even years, you may be ready to outsource but unsure how to begin. Let me assist you. At 9FIFTEEN Accountants, LLC, we are a comprehensive 360 firm. Whether you require full-cycle accounting, startup consulting, tax advising, payroll, general ledger reconciliations, or any combination of these services, we can relieve you of the burden of financial management. As the owner of a premier remote U.S. accounting firm, I possess the expertise and resources to assist you with tax compliance, succession planning, and strategic financial forecasting. Consider me your indispensable business partner. Why choose us? - Licensed Enrolled IRS Agents - 15+ years of experience - Wide Industry Expertise: SaaS, real estate, restaurants, construction, legal and professional, e-commerce, retail, healthcare, and more. - Certified Advanced QuickBooks ProAdvisor At 9FIFTEEN Accountants, LLC, we take your finances personally. We will not burden you with a sea of unnecessary services. Our years of experience enable us to swiftly address specific needs, identify immediate short-term and long-term financial challenges, and provide you with relevant solutions for your business. We are more than just an "accounting firm." We consider our clients to be partners, not just customers, who deserve a purposeful, proactive approach. We maintain the highest level of due diligence, efficiency, and integrity when managing your finances. Are you ready to get started? We would be delighted to offer you a free consultation. Please do not hesitate to contact us.
Financial Services
Financial Statements PreparationFinance & AccountingCorporate TaxQuickBooks OnlineBookkeepingAccount ReconciliationBank ReconciliationGeneral LedgerTax PreparationFinancial AccountingTax ReturnBalance SheetIntuit QuickBooks - $30 hourly
- 5.0/5
- (1 job)
I am seeking assignments where I: (i) transcribe board meetings, edit financial documents and reports, and (ii) work with businesses to draft investor slide decks and information memoranda for capital raises. Since 1989, I have worked as either an institutional equity and structured debt investor or as a provider of corporate finance services focused on capital raises from institutional investors. I have authored perhaps 40 and received perhaps 500 private placement memoranda and related investor slide decks. While most of my career revolved around energy businesses, I have authored investor decks, business plans, and private placement memoranda for a fashion company (women's dress shoes), a data storage company, a logistics company, and a retail video rental chain. Over the years, I have also served on boards of directors and am currently the Director of the Coastal Bend Midstream Program at Texas A&M University-Corpus Christi. My educational record includes an MBA (Finance) from the University of Chicago and a BSc (Petroleum Engineering) from the University of Texas at Austin.
Financial Services
Finance & AccountingEnglishCorporate FinanceProject FinanceAcademic EditingBusiness EditingFinancial PresentationPresentations - $64 hourly
- 0.0/5
- (4 jobs)
The two-second version: I'm a CPA and consultant with several years of automation experience in Zapier, Make, Alteryx, and several other automation tools and software. I've developed automation solutions used by PwC, Halliburton, Baker Hughes, CenterPoint Energy, Lumen Technologies, and several small businesses such as accounting firms, home service companies, and specialty medical companies. View my portfolio below or prestoncardwell.com to learn more about me. Excited to chat! ——— The longer, sit-down version: Thanks for clicking on my profile! I'm Preston. You've likely arrived here because of my prowess in automation and business operations. I'm a CPA with several years of experience in automation, AI, and business operations consulting. I previously worked as a consultant in public accounting for 6 years, where I developed automations (among other things) for several Fortune 500 companies. I also developed a long list of automations that were used internally, some of which include data ingestion, depreciation calculation, and reporting automations. I also spent over a year in business operations and financial analysis, where I supported in strategic decision-making, M&A transactions, and financial reporting. I spearheaded an AI and automation effort to improve internal reporting and the decision-making process. In the last few months, I have worked with several small companies to develop roadmaps and automations for their business needs. These included: - Lead gen automations - Invoicing automations - Reviews and testimonials automations - Chatbots - Using AI to categorize prospects/customers - Reordering and retargeting automations leveraging AI - Project and team member onboarding automations - Proposal/quote automations When you choose to work with me on Upwork, we'll conduct an onboarding call covering the following: 1. Discuss the project and key requirements. 2. Sign up to all necessary platforms and ensure safe password sharing during the course of my project. 3. Develop a timeline. 4. Go over the deliverables and project completion. I genuinely enjoy learning about new businesses and providing value through automation and business operations consulting. I'd love for my projects to turn into long-term partnerships that allow both of us to thrive. Sincerely looking forward to working with you. Let me know if you have any questions or want further information and we can connect. Best, Preston P.S. If you require support in an area that wasn't listed above, I encourage you to still reach out. Automation can often be unique depending on each business and their requirements, but the fundamentals are the same. I love learning about new businesses and developing novel automations, and I'm more than willing to be flexible if it makes sense for the both of us.
Financial Services
ClaudeBusiness OperationsCRM AutomationMake.comAI ConsultingChatGPTAlteryx, Inc.ZapierGoogle DocsGoogle SheetsMicrosoft OfficeFinance & AccountingCPAAutomation - $80 hourly
- 0.0/5
- (1 job)
As a passionate financial professional with 20 years of experience, I am dedicated to empowering individuals and businesses to achieve their financial goals through strategic planning and personalized guidance.
Financial Services
Finance & Accounting - $95 hourly
- 0.0/5
- (0 jobs)
SUMMARY Experienced executive, financial officer and business development leader with broad understanding of both the traditional and renewable energy worlds. Have operated at the executive level in both large and small organizations for over two decades. Deep understanding of energy project and business entity mergers & acquisitions, financing, development, permitting and construction. Proven experience in structuring and implementing biofuels tolling agreements and midstream water processing agreements. Successful track record of both simple cycle and combined cycle power plant development, distributed generation and financing domestically and abroad of power projects. Proven success at new business creation and growth and raising over $55 million in startup private equity and over $20 million in project finance private equity. Fluent in merger and acquisition due diligence as well as post-merger integration.
Financial Services
Grant WritingLead GenerationMicrosoft ExcelFinancial AnalysisInvestment StrategyFinancial ProjectionBusiness Planning & StrategyBusiness PlanFinancial ModelingVenture Capital ConsultingAnalytical PresentationManagement ConsultingPrivate EquityFinance & AccountingBusiness Development - $45 hourly
- 0.0/5
- (0 jobs)
Summary: A hardworking, organized, self-disciplined individual with a competitive drive. Demonstrates a passion for prosperity, personally and professionally, and possesses immense leadership traits. An analytical, energetic team player that takes on challenging roles and projects to arrive at the overall goal. Optimistic and fast learner. Core Competencies: * Trend, variance, and Data Analysis * Financial Modeling * Reconciliation * Activity-based Costing * Financial Reporting * General Ledger * Microsoft office * Oracle, SAP, & QuickBooks * Budgeting/Forecasting * Power BI * Process Improvement * Month/Quarter/Year-End Closing
Financial Services
Finance & AccountingBlackLineBank ReconciliationAccount ReconciliationMonth-End Close AssistanceMicrosoft Power BIExcel FormulaOracleSAPQuickBooks EnterpriseAccounts PayableGeneral Ledger - $125 hourly
- 0.0/5
- (0 jobs)
FRAN JANDJEL, MBA, CPA, CGMA, ACMA EXECUTIVE PROFILE Strategic Group CFO (Over $2.5 billion in Revenue, Over 300 companies worldwide)) - Public & Private - Domestic and International CFO (North America, Europe, Middle East & Asia) - Business Partner of CEO - Drives growth - High Energy - High Emotional Intelligence - Entrepreneur Spirit - Board Member - Private Equity - Family Office - Raised over $3 billion debt (including IPO) - Mergers, Acquisitions & Divestitures (Over 50 Deals buy and sell - $5 billion) – Hyper Growth - Turnaround Management – Startups – Tech Savvy. Key Industries – Energy, Oil & Gas, Chemicals, Real Estate (Commercial, Sub divisions, Single family & Multi Family), Construction (Commercial Buildings, Multifamily and Single family, Fit Out, Data Centers & Highways), Technology, Telecom, Manufacturing, Insurance & Reinsurance, Automotive, Yachting, Hospitality, Food, Beauty, Government Contracts, Pharma, & Ranching/Agriculture. CORE COMPETENCIES: Mergers, Acquisitions & Divestures | Strategic Planning & Forecasting | Risk Management | Due Diligence (Buy & Sell M & A)| Refinancing | Debt / Equity Financing | SOX Compliance | Financial Reporting and Modeling | FP&A | Investor Relations | Process Re-engineering | ERP Systems (Implementation & optimized existing ERP systems) | Treasury, Cash Management & Covenant Compliance | Contract Review and Negotiation | Domestic and International Company Setup | IPO’s | Bankruptcy | Internal Audits | Turnaround Management | Project Management | IFRS | US GAAP | Trusts | Complex International structures | Business Intelligence | Complex Tax Structures (Domestic & International) | Shared Services (Setup & run) | Multi Office (Domestic & International) | Consolidations (over 3,000 companies in group) | Emotional Intelligence – (Build teams direct & indirect) SELECTED ACHIEVEMENTS: • CFO – First CFO of a newly acquired PE company, in multiple locations o IMPACT: Led the successful purchase of multiple companies, with integration into group, o Implemented GAAP accounting with extensive FP&A and implemented New ERP system, Netsuite • CFO - Transitioned a small private company to a fully integrated subsidiary of a large multinational through reengineering of the accounting and finance functions, changed fiscal year-end, and directed the implementation of a new ERP system. o IMPACT: Planned, organized and managed the seamless transition within six months. Successfully blended two cultures and built synergies amongst both groups. • CFO - Led the due diligence process and facilitated the sale of multiple companies. Calculated and analyzed five-year historical analysis and five-year future forecasts; liaised with banker, investor, outside counsel and senior management. o IMPACT: Led the successful sale of multiple companies • Group VP Finance & Accounting (Head of Finance and Accounting – multinational- Revenue - $2.5 billion) - Restructured a 50 + company group, moving from a Trust structure to a Corporate Structure. Completed a hostile takeover of a public company, and successfully merged into existing Group. Negotiated and completed multiple lines of credit over to $0.5B in USA and Europe (syndicated and unsyndicated) o IMPACT: Moved the company from being a large family structured Trust organization, only in the USA (Revenue - $200 million) into a $2 billion Net worth Corporate Group, in 30 countries, to over 300 companies worldwide, through extensive Acquisitions & Divestitures and organic growth • Director of Accounting - Analyzed, reviewed, scheduled and led the calculations of the most complex bankruptcy in U.S. history. Ensured compliance with the Plan of Reorganization, thousands of court approved settlements, U.S. GAAP and Bankruptcy code. More than $21B in claims was paid o IMPACT: The creditors were paid every six months in accordance with the Plan of Reorganization. There was zero restatement of any payouts.
Financial Services
Finance & AccountingFinancial AnalysisBusiness PlanCPADue DiligenceFinancial StatementFinancial ManagementFinancial DisclosureFinancial ModelingFinancial AccountingCost AnalysisGAAPOracle NetSuiteBlackLineIntuit QuickBooks - $15 hourly
- 0.0/5
- (0 jobs)
Leading the change in small business growth and success. Delivering unique solutions beyond numbers. Senior Vice President - ServTec LLC - A premium staff augmentation firm providing high-caliber talent from global talent hubs to US firms. Director at AKIF CPA PLLC - A premier CPA firm helping clients in US and around the world.
Financial Services
CPATax PreparationCRM DevelopmentFinancial ManagementFinancial AnalysisFinancial PlanningFinance & Accounting - $22 hourly
- 0.0/5
- (0 jobs)
Summary Highly skilled and experienced hospitality professional with 9 years of diverse experience in bartending and event services. Demonstrated ability to deliver exceptional customer service in fast-paced environments. Proven track record of success in various settings, including restaurants, nightclubs, hotels, amusement parks, and cruise ships. Committed to creating memorable experiences for guests. Graduated from Pike County High School, Brundidge, AL, and completed coursework at the University of South Alabama and Auburn University at Montgomery.
Financial Services
BarServerFinance & AccountingPublic SpeakingCommunicationsCustomer Service - $30 hourly
- 0.0/5
- (1 job)
I'm a seasoned financial consultor with over a decade of experience working with people and organitstions with their financial issues. I Can help you in many áreas from creating robust financial models using Excel and Python, to organizing your Accounts Payable (AP) and Accounts Receivable (AR). Lets transform your data into actionable financial insights.
Financial Services
Data ManagementProgramming Bug FixPython ScriptPythonInvestment StrategyRisk ManagementFinancial PlanningFinancial ModelingFinancial ManagementFinancial ConsultingFinancial Analysis & ValuationFinancial AnalysisFinancial AccountingFinance & AccountingFinance - $18 hourly
- 0.0/5
- (0 jobs)
PROFILE Over 9 years of experience with multiple sectors, having vast knowledge base to manage responsibility with areas of expertise in Receivable & Credit Management, Customer Claims, Intercompany, Accounts Payable (Local & Import), Vendor & Customer Master Data, Process Simplification, Customer & Vendor Processes Automation.
Financial Services
Stakeholder ManagementBank ReconciliationAccounts ReceivableAccounts PayableFinTechFinance & Accounting - $24 hourly
- 0.0/5
- (0 jobs)
I’m finance professional with expertise in Oil & Gas valuations, financial modeling, and auditing for Private Equity and Hedge Funds. With solid experience in financial reporting in compliance with US GAAP and a specialization in international taxation, I deliver precise and insightful solutions for complex financial challenges. My advanced Excel skills allow me to create detailed models and streamline processes, ensuring efficiency and accuracy. I am passionate about leveraging my diverse skill set to provide value-driven results. Let’s collaborate to achieve your financial and business objectives!
Financial Services
International Financial Reporting StandardsFinancial ReportingFinancial AuditPrivate EquityWealth ManagementCorporate FinanceMicrosoft ExcelExcel MacrosFinancial ModelingFinance & AccountingBusiness ValuationCompany ValuationFinancial PlanningBookkeepingAccounting - $45 hourly
- 0.0/5
- (0 jobs)
Contract Compliance Auditor with 10+ years of experience in Houston, TX. KEY AUDIT ACHIEVEMENTS ▪ Recovered $5M+ Through Complex Contract Audits ▪ Led 20+ High-Profile Compliance Reviews ▪ Delivered 20% Improvement in Audit Efficiency ▪ Maintained 100% Client Retention Rate PROFESSIONAL SUMMARY Contract Compliance Expert with 10+ years of experience in recovery audits and risk assessment for Fortune 500 companies. Proven track record of leading 20+ high-profile audits, uncovering millions in billing discrepancies, and implementing preventive controls. Known for combining technical audit expertise with strong client relationship management to drive successful recoveries and process improvements. Conducted detailed contract compliance reviews comparing actual billing against contractual rates and terms for multiple clients, uncovering discrepancies in pricing and service level agreements. Led recovery audits that identified over $1.5M in billing errors and overcharges across clients' oil & gas services by documenting historical billing errors and negotiating resulting in successful refunds and credits. Utilized clients’ proprietary software platforms and ERP Systems to analyze thousands of monthly invoices across multiple vendors, identifying patterns of billing discrepancies and compliance issues. Implemented continuous due diligent monitoring for clients' active projects, resulting in real-time identification of billing anomalies and prevention of future overcharges. Executed substantive testing of transactional data, utilizing advanced analytical tools to verify compliance with commercial terms and identify discrepancies in payment calculations. Collaborated with clients’ technical team to enhance automated audit procedures for detecting common billing errors in invoices. Led monthly audit reviews, presenting audit results, recovery statistics, and ongoing savings opportunities identified through audit process. Demonstrated strong project management skills by meeting budget constraints, and delivering high-quality audit reports within established timeframes. Maintained professional skepticism while building constructive client relationships, resulting in a 100% client retention rate and multiple referrals for additional services. Provided Audit Reports with detailed audit findings and recommendations to clients, highlighting opportunities for future cost and risk reduction. AUDIT COMPETENCIES • Contract Compliance & Risk Assessment • Recovery Audit Methodology • Data Analytics & ERP Systems • Finding Resolution & Reporting • SAP, ORACLE, CONGA, QuickBooks, Power BI • Team Leadership
Financial Services
QuickBooks OnlineMicrosoft Power BIOracleSAPMicrosoft ExcelFinancial AuditFinance & AccountingInternal AuditingInvoicingInvoiceAudition PreparationExcel FormulaBookkeepingAccountingFinancial Planning - $33 hourly
- 0.0/5
- (0 jobs)
ACCOUNTING AND AUDITING LEADER TAX ACCOUNTING | FORENSIC ACCOUNTING | SALES AND USE TAX An Accountant/Auditor with a career history of steering accounting, financial, auditing, and bookkeeping activities for organizations in highly competitive, regulated, and rapid-paced industries. Ensures all activities/operations comply with federal and state accounting and tax regulations, analyzes financial documents, prepares reports, identifies/resolves discrepancies, and controls risks. Supports organizations in maximizing their use of time and financial resources by steering process improvement projects while promoting positive cultures of change. Recognized for proactively identifying and resolving emerging challenges and elevating the financial health of organizations. CORE COMPETENCIES Accounting | Auditing | Tax | Sales and Use Tax | Forensic Accounting | Financial Investigations | GAAP | SOX | IRS | IFRS
Financial Services
Financial AnalysisFinancial AccountingFinance & AccountingAccountingLight BookkeepingBookkeepingFinancial AuditCPAManagement ConsultingAnalytical Presentation - $20 hourly
- 0.0/5
- (0 jobs)
I’m an experienced accounting and auditing professional specializing in business process reviews, internal audits, and financial analysis. Whether you need assistance streamlining operations, preparing financial statements, or ensuring compliance through detailed audits, I can help. My expertise includes: ✅ Business process review and implementation ✅ Internal audits for various departments ✅ Financial statement preparation and analysis ✅ General accounting tasks and bookkeeping I also have experience in content writing, allowing me to create well-structured financial reports, business documentation, and industry-related articles. Clear communication and meeting deadlines are my priorities. Let’s connect and discuss how I can add value to your business!
Financial Services
Financial Analysis & ValuationFinancial AuditFinancial AccountingFinance & AccountingFinanceAccounting AdvisoryAccount ReconciliationAccounting Principles & PracticesAccounting ReportContent WritingBusiness Process ManagementInternal AuditingBookkeepingAccounting BasicsAccounting - $25 hourly
- 0.0/5
- (0 jobs)
Like to work with numbers analysis and have created a dashboard to help managers view data in a clear manner.
Financial Services
Finance & AccountingMicrosoft Excel Want to browse more freelancers?
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