Hire the best Financial Services Freelancers in Philadelphia, PA
Check out Financial Services Freelancers in Philadelphia, PA with the skills you need for your next job.
- $45 hourly
- 5.0/5
- (12 jobs)
Buildium | Appfolio | Quickbooks | Financial Reporting | Financial Analysis | Statistical Analysis | Client Relations | Bookkeeping | | Financial Forecasting | Real Estate I am professional bookkeeper, financial manager and real estate agent. I have spent the past year as financial manager for a mid sized and rapidly growing property management company. My primary software experience is with Buildium, Quickbooks, and Appfolio. I specialize in account clean up and reconciliation projects. At my last role, I processed an average of $3000 a day of account payable invoices and $5,000 of receivables. I reconciled 8 bank accounts daily with 10-50 transactions per day. I was responsible for issuing 541 clients and vendors a 1099 tax form for the 2021 tax year. Additionally, I have extensive experience with data analysis and KPI tracking for the growth and development of a small to mid sized company. Excel is a program I feel very comfortable with in order to produce efficient and accurate financial records.Financial ServicesAccount ReconciliationFinancial AnalysisTax PreparationFinancial ReportPro Forma StatementData AnalysisBusiness IntelligenceProperty Management SoftwareProperty ManagementFinance & AccountingPayroll ReconciliationBank ReconciliationMicrosoft ExcelPayroll AccountingBookkeeping - $50 hourly
- 5.0/5
- (11 jobs)
CPA based in Pennsylvania looking to provide accounting, tax and advisory services to individuals and businesses. Why Choose Me Over Someone Else: If you simply need a data entry clerk or basic tax preparer who just throws numbers into the return, I am probably not the right candidate for you. However, if you are looking for a CPA who can be a long-term business and tax advisor that provides accounting oversight and tax guidance not only to your business but to your individual taxes as well, then I think I am your perfect candidate. I can provide bookkeeping, accounting advisory and tax preparation services and you can be comfortable knowing that a CPA is standing next to you. About Me: I have over 8 years of experience working in public and private accounting providing accounting, tax, audit and advisory services to a mixture of individual and business clients. I worked for 4 years in a regional CPA firm, reaching the level of Senior Accountant and 4 years in the accounting department of a privately-held business, reaching the level of Accounting Manager. I opened my own CPA firm in January 2024. I provide tax preparation, bookkeeping and accounting advisory services to a mixture of individual and small business clients in my county and the state of Pennsylvania as well as clients in New Jersey and New York. However, I have plenty of experience preparing larger multi-state individual and business returns for clients across the country. Don't be afraid to reach out to me even if you aren't in PA/NJ/NY! Let us grow our businesses together!Financial ServicesProperty ManagementReal EstateBookkeepingFinancial AccountingFinance & AccountingFinanceTax ReturnTax PreparationTax Planning & AdvisoryTax AccountingAccounting SoftwareAccounting AdvisoryAccountingCPA - $90 hourly
- 0.0/5
- (0 jobs)
Business professional with 15+ years of accounting, finance and auditing experience, including mergers and acquisitions, capital structure, system implementation, SEC reporting, public accounting, internal audit, and SOX compliance. Serves as an advisor and board member to various for and non-for-profit entities.Financial ServicesCommunication SkillsCross Functional Team LeadershipProject ManagementFinance & Accounting - $250 hourly
- 0.0/5
- (1 job)
As a Forensic Accountant, my role is to meticulously investigate financial information, providing invaluable assistance to attorneys, businesses, law enforcement, and individual clients. I've honed my expertise in criminal investigations and labor law disputes, and I bring strong capabilities in business valuation, shareholder disputes, due diligence in mergers and acquisitions, mediation, and serving as an expert witness. My professional reach extends to Pennsylvania, New Jersey, and Florida. My career in the accounting field spans 20 years, during which I have excelled as a managerial and forensic accountant. After a decade in corporate controller positions, I took a leap of faith and founded an accounting firm that operated successfully across several states in the United States. This entrepreneurial venture was a testament to my passion and commitment to the field. Subsequently, I sold my firm to join the Federal Bureau of Investigation (FBI) as a forensic expert, a move that further enriched my expertise. I am well-versed in both Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS), a testament to my continuous learning and growth. I am a licensed Certified Fraud Examiner (CFE) and an FBI Forensic Accounting Core Training Graduate. I earned my bachelor’s degree in financial accounting and strategic marketing from Rosemont College and am preparing for the Certified Management Accountant (CMA) exam. My professional affiliations include the Association of Certified Fraud Examiners (ACFE) and the Institute of Management Accountants (IMA). I've also been actively involved in community initiatives, having served as the treasurer of the Philadelphia Chapter of the National Association of Woman Business Owners (NAWBO) and as a board member of the Life Enrichment Center in Tampa, Florida. Currently, I contribute to the IMA's Global DE&I committee and have initiated a community for Handi-capable Awareness, in addition to founding the Mobility Freedom Foundation.Financial ServicesManagement AccountingZoho BooksSageQuickBooks OnlineFinancial Statements PreparationRisk ManagementRisk AssessmentStrategic PlanningGAAPData AnalysisInternal ControlBudgeting & Forecasting SoftwareFraud DetectionFinance & AccountingForensic Accounting - $45 hourly
- 5.0/5
- (2 jobs)
I am a former business owner and recent Finance major with diverse management experience. Through my past role owning and running a retail rare coin shop I have developed business and relationship skills that are applicable across all branches of finance and management.Financial ServicesIntuit QuickBooksFinance & AccountingWebsiteBusiness ManagementBusiness ModelingBookkeepingFinanceFinancial AnalysisBusiness Plan - $75 hourly
- 5.0/5
- (2 jobs)
I'm a former consultant experienced in process optimization, harmonization, and automation. I help my clients empower their businesses to operate as effectively as possible. My areas of expertise include: -Storyboarding & presentation development -Process modeling -Data analysis -Data analytics -Data visualizationFinancial ServicesProcurementBusiness ConsultingCareer CoachingPitch DeckData AnalysisAsset ManagementProcess ModelingBusiness Process AutomationStrategyMicrosoft Power BITableauFinancial ReportingFinance & AccountingVoice of the CustomerProcess Optimization - $75 hourly
- 0.0/5
- (0 jobs)
I help businesses make informed, strategic decisions by transforming large complex data into actionable insights. Leveraging my expertise in Excel, SQL, and financial analytics, I deliver clear, compelling analyses that drive growth and optimize pricing strategies.Financial ServicesFinanceProduct ManagementAnalyticsFinance & AccountingMicrosoft OfficePricingPythonSQLData AnalyticsMicrosoft Excel - $8 hourly
- 0.0/5
- (0 jobs)
I’m experienced in editing (videos, films), some game design, writing/editing papers. I also have some other skills, such as finance skills that can be utilized if they are needed. Whatever you need, I can help.Financial ServicesPhotographyDaVinci ResolveFinanceFinance & AccountingLanguage StudiesEditorialVideo CommercialGame Design Want to browse more freelancers?
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