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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.
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Clients rate Financial Services professionals
Rating is 4.9 out of 5.
4.9/5
based on 1,440 client reviews
  2. Financial Services Freelancers
  3. United States
  4. (Current) San Francisco, CA
  • $150 hourly

    • 4.9/5
    • (51 jobs)
    Independent, active CPA, compliance advisor and business consultant. Founder of Casa Tax & Accounting. Special experience with startups from formation to setting up accounting systems to insure accurate financial reporting and filing required tax reports. Extensive experience with regulation and taxation including: - Corporate tax (Forms 1120 &1120S) - Partnerships and LLCs tax (Forms 1165) - Individual income tax (Forms 1040 & 1040NR) - Payroll taxation, including quarterly & annual filings More than 15 years experience in the following: - Balance sheet accounts reconciliation - Bank and credit card reconciliations (Statements to financials and vice versa) - Financial statements preparation - End of year adjustment and closings.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    US Taxation
    Bookkeeping
    Corporate Tax
    Franchise Tax
    CPA
    Finance & Accounting
    Limited Liability Company
    Financial Reporting
    Accounting
    Cryptocurrency
    Financial Accounting
    GAAP
    Tax Preparation
  • $50 hourly

    • 4.8/5
    • (42 jobs)
    Omobolade PROVIDES VALUE TO READERS. She's an expert content writer with a significant level of knowledge in writing unique mental health articles. Due to her skills, she can use keywords for SEO and ensure that headings are placed appropriately. She specializes in some more niches, including: ⚫ Health ⚫ Insurance ⚫ Product reviews As an expert in content writing, I take deadlines seriously. Send me a message for your projects today, and you wouldn't look elsewhere. Best, Omobolade
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Product Page
    Sports Writing
    Article Writing
    Business Writing
    Website Content
    Essay Writing
    Blog Writing
    Writing
    Gambling
    Medical
    Betfair
    Life Insurance
    Finance & Accounting
    SEO Writing
    Health & Wellness
  • $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
    Finance & Accounting
    CPA
    US Taxation
    Payroll Accounting
  • $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 Strategy
    Investment Research
    Investment Preparation
    Investment Banking
    Finance
    Finance & Accounting
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    Experienced in financial and data analysis and strategy assessment for business growth. Proficient copywriter, business-writer and communicator.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Copywriting
    Finance & Accounting
    Editing & Proofreading
    Financial Analysis & Valuation
    Data Analysis
  • $25 hourly

    • 5.0/5
    • (2 jobs)
    Hello, I am a dual degree student with the University of California, Berkeley and Sciences Po Paris with experience in journalistic writing, research and analysis, Design Thinking, and finance. I am a native English speaker and mostly fluent in French. At the moment, I am writing weekly for The Small World Newsletter, a newsletter covering politics, history, and current events, and working with the Center for Design Thinking and Innovation in Education as a program leader. I'm experienced in customer relations management and marketing as well as finance and microeconomics. I'm mostly looking for part-time work that can be done remotely, feel free to reach out! Best, Ian O'Haire
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Journalism Writing
    Microeconomics
    Finance & Accounting
    Marketing
    Online Research
    Research Summary
    Essay Writing
    News Writing
    Research Methods
    Academic Research
    Design Thinking
  • $50 hourly

    • 0.0/5
    • (2 jobs)
    Currently, I am at a layer 1 blockchain. I have been in the crypto space for awhile, working at DeFi protocols, NFT projects, DAOs, dev tooling, layer 1s, and much more. I also have a background in financial analysis/planning. From analyzing financial reports and systems and spearheading complex financial programs to developing strategies to optimize workflows, my background has prepared me to excel. I work daily with decentralized platforms. I have implemented complex strategies within these decentralized applications, which includes lending, liquidity providing, yield aggregating, and collateralizing assets. Additionally, I am experienced in excel and other financial modeling programs. I have prepared portfolios, compiled data, prepared research reports, and built financial models for a variety of things. I have also built out a number of pitch decks and strategy presentations within the startup space. Overall, I am highly motivated individual who is fluent in crypto and finance and has a history of contributing to the growth of communities.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Microsoft Excel
    Business
    Real Estate
    Data Analysis
    Investment Strategy
    Investment Research
    Financial Modeling
    Analytical Presentation
    Financial Analysis
    Cryptocurrency
    Finance & Accounting
    Accounting Basics
    Business Presentation
    Business Development
    Blockchain
  • $15 hourly

    • 0.0/5
    • (0 jobs)
    Hello and welcome to my Upwork profile! I am delighted to introduce myself as an accomplished Accounting and Auditing specialist with over 7 years of hands-on experience in the financial realm. Throughout my professional journey, I have had the privilege to explore and excel in various industries, gaining valuable insights into Manufacturing entities, Retail, Asset Management, Service industry, and Credit Analysis. My Expertise: Bookkeeping Financial Reporting: IFRS & GAAP USA Leases- Revenue- Financial Instruments Auditing and Compliance Credit Analysis and Risk Assessment: Cost Analysis and Budgeting: Industry Experience: Manufacturing Entities: Retail Asset Management: Service Industry: Credit Analysis Why Choose Me: Extensive Experience: Industry Diversification: Detail-Oriented: Analytical Thinker: Professional Integrity Let's Collaborate: I am excited to bring my skills and experience to your projects. Whether you need assistance with financial reporting, auditing, credit analysis, or any other accounting-related tasks, I am here to help you achieve your goals. Please feel free to reach out, and let's embark on a successful journey together on Upwork!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Finance
    Accounts Receivable Management
    Payroll Reconciliation
    Finance & Accounting
    Bookkeeping
    Accounting Software
    Accounting Advisory
    Account Management
    SAP
    Intuit QuickBooks
    Payroll Accounting
    International Accounting Standards
    GAAP
    Accounting
    Account Reconciliation
  • $34 hourly

    • 0.0/5
    • (0 jobs)
    SUMMARY Productive and focused Administrative leader offering years of superior performance in administrative and leadership roles. Committed to delivering high-quality executive support and coordinating all internal and external operations. Well-versed in managing team performance, coordinating schedules and implementing process improvements to increase efficiency. SKILLS * Training and coaching * Excellent interpersonal and communication * Invoicing and billing management skills, and time management * Scheduling and calendar management * Proficient in Microsoft Office and Google * Office inventory management Suite, EMR, AllScripts: Flowcast, Enterprise, * Keen attention to detail Dentrix
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Time Management
    Project Prioritization
    CRM Software
    Apex
    Microsoft Office
    Medical Billing
    Finance & Accounting
    Scheduling
    Office Management
    Customer Service
    Administrative Support
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    I'm a recent college graduate with Master and Bachelor degrees in Accounting from the top-1 program. Looking for part-time gigs before joining the Big4 this fall. - I have TA and internships experience in financial accounting, auditing, and research. - I offer Tutoring in Accounting/Finance related subjects. College classes, CPA preps, or anything else to your interest! - I can also perform other Accounting/Analysis related tasks meeting your needs! - Flexible time catered to your schedule
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Microsoft PowerPoint
    Investment Research
    Finance & Accounting
    Teaching English as a Foreign Language Certification
    Teaching Cantonese
    Tutoring
    Trend Analysis
    Management Accounting
    Accounting Basics
    Financial Reporting
    Microsoft Excel
    Cost Analysis
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