Hire the best Financial Services Freelancers in San Diego, CA
Check out Financial Services Freelancers in San Diego, CA with the skills you need for your next job.
- $150 hourly
- 5.0/5
- (1 job)
Owner of boutique capital advisory firm specializing in sourcing equity and debt capital for seed and growth stage companies. Core competencies include: Investor research and targeting Pitch development and creation Financial analysis and financial data presentation Credit underwriting and credit structuring
Financial Services
Outreach StrategyFinanceFinancial ModelingLife ScienceStrategyData AnalyticsFinance & AccountingInvestment ResearchCapital MarketsPowerPoint PresentationVenture Capital ConsultingVenture Capital - $50 hourly
- 5.0/5
- (1 job)
I am a QuickBooks Pro Advisor with over 7 years of experience in the financial field. I have worked at large privately held companies, all the way up to Fortune 500 and government-owned entities. My work experience includes creating and posting accounting entries, cash forecasting, creating and analyzing financial statements, payments and cash management.
Financial Services
Cash Flow AnalysisFinanceJournal EntriesQuickBooks OnlineForecastingAccountingFinance & AccountingFinancial ReportingCorporate FinanceFinancial Statements PreparationFinancial AnalysisBookkeepingBalance SheetIntuit QuickBooks - $145 hourly
- 5.0/5
- (8 jobs)
About Me: Hi, I’m Dustin DeCusatis, a licensed CPA with a Big Four audit background, and over 20 years of experience in accounting, FP&A, and corporate finance. Since 2022, I’ve been providing fractional CFO and Controller services to small to medium-sized businesses, including 501(c)(3) not-for-profits. My passion is helping businesses gain visibility into their financial operations so that they can make smart financial decisions that drive long-term success. I work closely with each client to deeply understand their business, build trust, and drive meaningful results. What I Do: I offer hands-on, personalized fractional CFO and Controller services that go beyond surface-level support. I specialize in reviewing, refining, and optimizing accounting processes and systems to establish a solid financial foundation. From there, I help implement or improve processes for budgeting and forecasting (including three-statement models and cash flow projections), financial analysis, unit economics analysis, month-end close, and internal reporting; and then I own these processes going forward. Every deliverable and recommendation is tailored; no cookie-cutter models, no one-size-fits-all advice. I bring a dual background in accounting and finance, meaning you get a single trusted partner for all your financial needs. Whether you need help with bookkeeping oversight, financial reporting, FP&A, strategic pricing analysis, or internal controls, I’m here to guide your business forward. Depending on your needs, I can either lead and mentor internal staff or directly handle day-to-day operations. While I don’t prepare taxes, I have a solid understanding of the tax landscape and can partner effectively with your tax preparer to ensure smooth filings and identify tax minimization strategies. My Unique Approach: I believe that effective financial support starts with clarity around your goals. Whether you're focused on short-term profitability or long-term growth, I prioritize what matters most to you and help avoid distractions that don’t add real value. Unlike many fractional CFO firms, I operate as a sole practitioner and do not subcontract or outsource any work. This allows me to provide consistent, high-quality service and have direct knowledge of everything being prepared and delivered for your business. You’ll always work with me directly, ensuring personalized attention and the highest level of trust. Many fractional CFO firms prioritize growth and giving the appearance of scaling their business so that they become attractive acquisition targets. This looks good on paper but often can lead to the quality of deliverables suffering due to not having enough staff with the right depth and expertise, CFO leaders of the firm being pulled in too many directions to give sufficient attention to their clients, and/or outside investors having differing priorities from the operating practitioners (where investors are usually aimed at growth over quality). My approach is different. I’m not looking to scale for acquisition; rather, I do this because it is my passion. My focus is on performing meaningful work and providing hands-on strategic guidance to my clients as if I were part of the ownership team. By staying independent, I have fewer distractions and can dedicate my full attention to what I thrive on - helping you achieve your business goals by serving as the strategic bridge between the financials and the leadership team, and presenting actionable recommendations to help you to achieve your business goals. Why Work With Me: • No Outsourcing, No Subcontracting: You’ll always work with me directly. No revolving doors of service providers. 100% ownership and understanding of every detail of each deliverable. • Tailored Financial Solutions: I create customized recommendations based on your business goals, not generic advice. • Comprehensive Expertise: With over 20 years in accounting and finance, I can help with everything from day-to-day operations to high-level strategic decision-making. • Focused on Your Success: I’m here to drive results, not just scale a firm. Let’s work together to achieve your long-term goals. If this sounds like what you need, let’s connect! I’d love to learn about your business and discuss how I can help you streamline your financial processes, improve decision-making, and grow with confidence.
Financial Services
Internal ControlPresentationsAccount ReconciliationMicrosoft ExcelAudition PreparationStrategic PlanningFinancial Analysis & ValuationFinancial ReportingFinancial Policies & ProceduresPro Forma StatementFinancial ModelingGAAPBudget ManagementForecastingFinance & Accounting - $20 hourly
- 0.0/5
- (0 jobs)
Senior Accountant With 15+ years of experience in financial management and accounting operations at organization levels. expertise in preparing financial reports, analyzing financial statements, and overseeing accounting processes with high accuracy. committed to improving financial systems and implementing cost-optimization strategies. proficient in accounting software and knowledgeable about accounting standard.
Financial Services
Financial ProjectionFinance & AccountingAccounts Receivable ManagementAccounts Payable ManagementAccounting Report CreationFinancial ReportFinancial AccountingBookkeepingAccounting BasicsAccounting Want to browse more freelancers?
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