Upwork home
Sign up
Secondary

Hire the best Financial Services Freelancers in San Francisco, CA

Check out Financial Services Freelancers in San Francisco, CA with the skills you need for your next job.
Hire freelancers
Clients rate Financial Services professionals
Rating is 4.9 out of 5.
4.9/5
based on 246 client reviews
  2. Financial Services Freelancers
  3. United States
  4. (Current) San Francisco, CA, CA
  • $90 hourly

    • 5.0/5
    • (12 jobs)
    Hi there! I’m a former Bank of America investment banker and private equity investor based in San Francisco with 10 years of experience. I help companies build analytical spreadsheets to make better business decisions. Projects in the past: - Financial Analysis - Fractional CFO - Financial Modeling - Budeting and Forecasting - Spreadsheet Automation - Business KPIs and Tracking - M&A - Valuation If you’re not sure what analysis you need, don’t hesitate to reach out and I’m happy to advise. I'm willing to work on a per-project basis or at an hourly rate depending on the task that you need.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Personal Finance
    Finance
    Finance & Accounting
    Analytical Presentation
    Spreadsheet Software
    Spreadsheet Skills
    Google Sheets
    Private Equity
    Investment Banking
    Microsoft Excel
    Financial Analysis
  • $75 hourly

    • 5.0/5
    • (3 jobs)
    CPA (Inactive License at this time) with over 20 years of experience. Efficiency, accuracy and problem solving are few characteristics I would use to describe my skills. - Over 15 years of Public and Private accounting Experience - Managed books of accounts with complicated tax structures across several inter companies - Strong experience with complicated payroll - Specialize in fixing/ cleaning up messy books of accounts - Worked with several individual and small business clients - Proficient with QuickBooks, Xero, Netsuite accounting software
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    US Taxation
    CPA
    Finance & Accounting
    Payroll Accounting
  • $150 hourly

    • 5.0/5
    • (1 job)
    J.P. Morgan investment banking alum (5-years) and Accordion Partners strategic FP&A alum (3-years). Expert in financial modeling, budgeting and forecasting, CIM development, monthly reporting packages, PowerBI integrations and other strategic financial analysis. B.A. Economics, University of California, Berkeley
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Financial Presentation
    Financial Projection
    Financial Planning
    Financial Consulting
    Financial Software
    Financial Reporting
    Financial Report
    Financial Plan
    Financial Analysis & Valuation
    Financial Modeling
    Financial Model
    Financial Accounting
    Financial Analysis
    Finance & Accounting
    Finance
  • $100 hourly

    • 5.0/5
    • (9 jobs)
    With over 10+ years of experience as a CPA and the proud founder of Compass CPA, PC, I bring a wealth of experience in shaping financial success stories. 🚀 𝙎𝙥𝙚𝙘𝙞𝙖𝙡𝙞𝙯𝙞𝙣𝙜 𝙞𝙣: 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙮 𝘿𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩 Crafting robust financial strategies tailored to propel your business forward. 💹𝘽𝙪𝙙𝙜𝙚𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙤𝙧𝙚𝙘𝙖𝙨𝙩𝙞𝙣𝙜 Precision in financial planning to guide your business toward sustainable growth. 💹𝘾𝙖𝙨𝙝 𝙁𝙡𝙤𝙬 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 Streamlining cash flows to optimize liquidity and ensure financial stability. 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙍𝙚𝙥𝙤𝙧𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 Providing insights through meticulous analysis for informed decision-making. 💹𝙍𝙞𝙨𝙠 𝙀𝙫𝙖𝙡𝙪𝙖𝙩𝙞𝙤𝙣 𝙖𝙣𝙙 𝘾𝙪𝙨𝙩𝙤𝙢𝙞𝙯𝙚𝙙 𝙎𝙤𝙡𝙪𝙩𝙞𝙤𝙣𝙨 Expertise in evaluating financial risk and delivering tailored solutions for mitigation. 💹𝙇𝙚𝙖𝙙𝙚𝙧𝙨𝙝𝙞𝙥 𝙖𝙣𝙙 𝙏𝙚𝙖𝙢 𝙈𝙚𝙣𝙩𝙤𝙧𝙞𝙣𝙜 Nurturing financial leadership within your team for a cohesive and empowered workforce. 💹𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝘿𝙚𝙘𝙞𝙨𝙞𝙤𝙣 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 Offering invaluable support in strategic decision-making for long-term success. 💹𝘾𝙖𝙥𝙞𝙩𝙖𝙡 𝙍𝙖𝙞𝙨𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙞𝙣𝙜 Facilitating capital growth through strategic financial structuring. 💹𝙆𝙚𝙮 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 𝙖𝙣𝙙 𝙎𝙢𝙖𝙧𝙩 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙚𝙨 Unveiling key performance metrics and strategies to drive intelligent business decisions. 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 I am not just a detail-oriented accountant and advisor, but also an active entrepreneur. My career is built on my passion for creating efficient systems and processes, using the best technologies available. I provide key performance analysis and strategic advice, essential for making smart business decisions. I hold an MBA and BS in professional accounting from West Virginia University, adding to my credibility. Based in the heart of the Bay Area, I am a trusted advisor for business owners nationwide. As an active CPA in the state of California, I ensure that I am up-to-date with the latest trends and regulations in the field. With my extensive experience serving as a CFO, tax expert, Accounting Manager, & Controller for both start-ups and established companies, I've demonstrated a track record of implementing efficient, automated processes and technologies across a variety of industries. I offer full-service accounting responsibilities including corporate and individual tax returns, and have spent years in the private industry, building scalable operations, strategies, and successful teams. My expertise in CFO and tax services makes me an ideal partner for CEOs and business owners looking to elevate their businesses. 𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 🤝🏻I believe in building strong relationships with my clients based on trust and mutual respect. I take the time to understand each client's unique needs and tailor my services to meet those needs. I am committed to delivering high-quality work that meets or exceeds my clients' expectations. Whether you need ongoing accounting support or tax preparation services, I am here to help. 🤝🏻I don't just offer financial services; I provide a partnership dedicated to your success. 🤝🏻I am available for long-term projects and can provide customized services based on each client's unique needs. 📧Contact me to discuss how I can help you with your accounting, tax, and CFO needs. Let's work together to take your business to the next level! 🧭Your Financial Navigator, 𝐂𝐚𝐬𝐞𝐲
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Tax Return
    Tax Strategy
    Cash Flow Modeling
    Bank Reconciliation
    Tax Planning & Advisory
    Financial Analysis
    Financial Reporting
    Cash Flow Analysis
    Financial Accounting
    QuickBooks Online
    Tax Law Compliance
    Financial Management
    Tax Preparation
    Finance & Accounting
    Accounting
  • $125 hourly

    • 0.0/5
    • (0 jobs)
    Summary: Results-driven Finance and Data Engineering professional with robust experience in financial planning, accounting management, data analytics, SQL, and data-driven decision-making. Expert in building strong finance data foundations, meaningful analytics, and controls over various metrics. Certified Public Accountant (CPA) with strong analytical problem-solving abilities, and advanced proficiency in Tableau, Excel, and SQL. Additionally proficient in Netsuite, Intacct, Salesforce, and Hubspot.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Business Intelligence
    Finance & Accounting
    SQL
    Data Engineering
  • $30 hourly

    • 5.0/5
    • (5 jobs)
    Hello there! Are you in need of a seasoned Accounting Specialist and Bookkeeping Maestro with over 12 years of experience? Look no further! With valuable insights gained from my extensive career, I'm committed to delivering premium financial solutions tailored to businesses of all scales. Plus, I am a Certified Advanced QuickBooks ProAdvisor, ensuring top-tier proficiency in financial management. Let's delve into what makes me stand out: Certified Advanced QuickBooks ProAdvisor: With advanced certification in QuickBooks, I possess an extensive understanding of the platform's functionalities. From system setup to financial data oversight, I ensure seamless bookkeeping and streamlined financial reporting. Mastery in Bookkeeping: With a meticulous eye for detail, I specialize in maintaining comprehensive, well-organized financial records. Whether it's managing accounts payable, reconciling accounts, or overseeing payroll, rest assured, your financial data is in capable hands. Tailored Financial Strategies: Recognizing that each business possesses unique financial requirements, I collaborate closely with clients to understand their specific objectives and industry prerequisites. Together, we craft tailored financial strategies that optimize cash flow, minimize tax liabilities, and drive growth. Precision and Compliance: Upholding the highest standards of accuracy and compliance is my priority. Staying updated on the latest accounting regulations, I ensure your financial records are audit-ready and in line with legal requirements. Collaborative Approach: Consider me an extension of your team! I'm here to work hand-in-hand with you to achieve your financial goals. Open communication is paramount, and I'm always available to address your financial queries and offer insightful guidance. In search of a dedicated and knowledgeable accounting specialist and bookkeeping guru to manage your financial affairs with precision and professionalism? Let's connect! Together, we'll forge a path towards your business's financial triumph. #AccountingSpecialist #BookkeepingMaestro #AdvancedQuickBooksProAdvisor #FinancialSolutions #SmallBusinessFinance #TailoredStrategies #PrecisionAndCompliance #CollaborativeApproach #FinancialTriumph
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    General Ledger
    Microsoft Excel
    Payroll Reconciliation
    Account Reconciliation
    Intuit QuickBooks
    Accounts Receivable
    Accounts Payable
    Buildium
    Payroll Accounting
    Bookkeeping
    Accounting
    Bank Reconciliation
    Finance & Accounting
    Xero
    QuickBooks Online
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    Qualifications Summary Fact-focused and results-oriented professional with demonstrated expertise in evaluating financial and business operations as well as preparing, maintaining, and providing financial reports. Adept at assessing business processes, uncovering areas for improvement along with developing and implementing solutions. Skilled in identifying trends, risks, and opportunities to drive informed decision-making. Well-versed in delivering evidenced-based recommendations, while supporting successful delivery of projects/programs to achieve high client satisfaction rate. Remarkable efficiency in analyzing statistics, creating data models, and utilizing Python, SQL, and R for comprehensive data management and thorough analysis. Excel in leading discussions, delivering persuasive presentations, and imparting knowledge through training. Areas of Expertise
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    AI Content Creation
    GPT Chatbot
    Chatbot Development
    Finance & Accounting
    CPA
  • $79 hourly

    • 0.0/5
    • (0 jobs)
    I am a seasoned finance professional with over a decade of experience in Financial Planning and Analysis (FP&A), dedicated to supporting the unique needs of startup companies. Specializing in fractional Head of Finance roles, I bring immediate value by providing strategic financial leadership, optimizing processes, and driving bottom-line impact. My expertise spans AI-driven startups, venture capital, and Global Fortune 500 organizations, making me well-equipped to handle the dynamic challenges faced by startups. I excel in rapidly understanding and addressing the financial needs of growing companies, ensuring they have the financial discipline, strategic insights, and operational efficiency needed to scale. My ability to establish robust accounting systems, streamline processes, and communicate effectively with C-suite executives and stakeholders makes me an invaluable asset for startups looking to achieve their financial goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Finance & Accounting
    Treasury Management
    Fundraising
    Business Planning & Strategy
    Financial Analysis
    Financial Accounting
    Finance
    Startup Company
  • $10 hourly

    • 5.0/5
    • (1 job)
    I am a college graduate with a passion for creative writing as well as academic/professional writing! I have helped numerous people craft their grad school essays. I am also an artist who loves pen and ink illustrations, landscapes, etc. I have a background in finance, business and mathematics so I know a lot about Excel, budgeting, and personal finance.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Microsoft Excel
    Business Presentation
    Business
    Writing Critique
    English Tutoring
    Finance & Accounting
    Mathematics
    Drawing
    Illustration
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Former WS investment banker. Tech coverage group. Multiple M&A, IPO, Debt & Private Financing experience. Term sheet negotiation to investment presentation skills. 1 stop shop. Exited WS with 7+years of experience.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Investment Preparation
    Investment Research
    Investment Strategy
    Investment Banking
    Finance
    Finance & Accounting
  • $30 hourly

    • 0.0/5
    • (0 jobs)
    Translation : English to French, English to Arabic Knows Excel, Power Point, Python and Word Full management control from start to finish
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Proposal Writing
    Python
    Finance & Accounting
    Excel Formula
    Translation
  • Want to browse more freelancers?
    Sign up

How hiring on Upwork works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

How do I hire a Financial Services Freelancer near San Francisco, CA on Upwork?

You can hire a Financial Services Freelancer near San Francisco, CA on Upwork in four simple steps:

  • Create a job post tailored to your Financial Services Freelancer project scope. We’ll walk you through the process step by step.
  • Browse top Financial Services Freelancer talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Financial Services Freelancer profiles and interview.
  • Hire the right Financial Services Freelancer for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Financial Services Freelancer?

Rates charged by Financial Services Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Financial Services Freelancer near San Francisco, CA on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Financial Services Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Financial Services Freelancer team you need to succeed.

Can I hire a Financial Services Freelancer near San Francisco, CA within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Financial Services Freelancer proposals within 24 hours of posting a job description.

Looking to hire for long-term or full-time assignments? See how Full-time hiring on Upwork simplifies the process.