Hire the best Fund Accounting specialists

Check out Fund Accounting specialists with the skills you need for your next job.
  • $15 hourly
    Passionate Accountant with 11+ years of experience in Accounting and Bookkeeping. I have completed my Chartered Accountancy as well as Masters in Accountancy. I have expertise in working on Xero, Quickbooks, MYOB, Tally, SAASU, Freshbooks and many other accounting Packages. Below are some the main tasks we can help you with: - Bank, Credit Card and Payment Gateway reconciliations - Payables/Bills Processing & Regular reporting - Receivables Processing and regular Reporting - Class/Location/Job/Project Tracking - Financial reporting on monthly basis (Key performance Indicators analysis and Profitability analysis) - Payroll processing through Bill.com or any similar software. - Various Addon Integration with QBO, Xero, etc. - Tax Ready year end finalization - Liaison with your CPA for Tax return finalization - Corporate and Individual Tax returns Preparation and online filing - 1099 Preparation based on W2 forms. - QuickBooks & Xero Expertise I have command over Australian, US and UK tax requirements. Countries worked for: USA, UK, Europe, Singapore, New Zealand, South Africa, Australia, Indoneasia, Bermuda Accounting Experience: International Financial Reporting Standards (GAAP) Cash flow forecast and Projections Profit and loss analysis Framing Chart of accounts Cost benefit analysis Expert in Reporting and analysis ( General purpose and Special purpose financial statements) Tax accounting Quarterly/year-end reporting Job (order) costing Quickbooks , Xero and other clean up Preparing Audit Workpapers Month end journals and preparing of financials. Consolidated Accounting Bulk Invoicing Accounts Payable Processing Preparation and maintenance of fixed asset and amortisation schedules Ratio Analysis and preparation Key perfomance indicators. Australian Accounting Standards Experience of preparing Business Activity Statement GST Requirements PAYG Requirements Payroll Liabilities Tax returns for Australians US Experience: Sales tax Calculations US GAAP Franchise Tax UK Experience: VAT for UK Payroll workings for UK Payroll - Worked in Audit department of Deloitte . I have also worked for a one of large power sector utility in India.I have experience of Auditing various Small and Medium Enterprises and have handled accounting of various companies in different industries. - Have audited financials of 50+ small and medium companies ensuring that their books of accounts are correct. - Keen to details and would be readily available for communication. Below are some of our service levels which can help to service you better: We would ensure that turnaround time for requests is 24 hours. We shall complete monthly reconciliation for your books of accounts and send Management Reports to you before 10th of every month so we can stay on top of things We shall ensure that files are worked on at least twice in a week so that we do not have a backlog of work. We shall be preparing Monthly Management reports for every business and shall customize the same as per the requirement of the client. We shall Prepare a checklist for information required so that you can ask for documents/information from clients without confusion and we can work in a seamless manner. Experience in Accounting applications: XERO- Silver Partner MYOB Quickbooks Online and Pro Saasu Freshbooks Peachtree Waveapps J Curve ( Netsuite) GNU Cash Zoho books Shoeboxed.com Bill.com Receipt bank Expensify Auto Entry Hubdoc Odoo Accounting Software Open ERP Accounts Portal ( Accountsportal.com) Ezzy Bills Aplos Accounting Software Tally Accounting Software A2x Shopify Payroll Processing Softwares: Paychex ADP Justworks Productivity tools: Dropbox Google Drive Microsoft One Drive MS Excel MS Word Evernote Screencast Ebility Time Tracker Bill4time Zendesk Project Management: Asana Bitrix Online Basecamp Podio Kinderlime Google Drive Dropbox Active Collab Karbon HQ Merchant Accounts ( Payment Gateways) : Stripe Stripe- Silver Siphon Pay oneer Amazon Shopify Authorize.net World Pay Chase Payment Tech SilverSiphon Inventory Software: Dear Inventory Tradegeko Unleashed OneSaas CIN 7 Real Estate Software: Buildium Landlord Vision Landlord Manager Reporting Softwares: Fathom Reporting Spotlight reporting Crunch Stessa Appfolio Experience in Tax Laws: UK VAT Laws GST for Australia Sales tax for United States Income tax Law for Australia Tax Laws in Ghana Industries worked in: Back Office Support to Bookkeepers & CPA Credit Processing Education Farming sector Health Care Information Technology Companies IT Enable Services Lawyer Mining Industry Professional Trainers Real Estate Trading Concerns Celebrities Traders Amazon Retailers Affiliate Marketers Rental business Flipping business
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    Sage 50 Accounting
    Bookkeeping
    Xero
    Odoo
    Business Services
    Cash Flow Modeling
    Bill.com Accounts Receivable
    Intuit QuickBooks
    Microsoft Excel
    GAAP
    Tax Preparation
  • $100 hourly
    EXCEL: Forecasting and Projections ● Fund/Investment Return Calculations ● Fund Accounting ● DCF/Financial Models ● Data Compilation and Analysis ● Pivot Tables ● Macros ● Sales and Prospect Pipelines ● Project Trackers ANALYSIS: Financial Statement Review ● Valuations ● Investment Opportunity Review ● Financial Planning ● Due Diligence ● Performance Reporting POWERPOINT: Pitch presentations ● Marketing decks ● One pagers / Factsheets ● Product / Service overviews RESEARCH: Market Research ● Competitor Research ● Investment Research ● Comp Analysis WRITING: Business Plans ● Investor Memos ● Case Studies
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    Venture Capital Consulting
    Private Equity
    Company Valuation
    Due Diligence
    Financial Reporting
    Investment Research
    Financial Planning
    Market Segmentation Research
    Microsoft Excel
  • $50 hourly
    Financial analyst and business consultant with 10 years of experience in investment analysis and financial modeling. Expert level of knowledge in Excel, and use of advanced functions. Strong background in Finance and Banking. I specialize in building bottom-up, dynamic models in Excel and custom develop formulas to match desired output, create dynamic sheets, interactive dashboards, use VBA macros and find solutions for complex problems with formulas limitation. Emphasize visualization: graphs, charts, pivot tables and dashboards. Have developed and worked on models for more than 150 startups. I have extensive industry experience working with both B2B and B2C businesses, banking and insurance companies, PPP companies and SaaS and traditional models.Every forecast is based on market data, the information provided and benchmark to ensure a high level of accuracy.
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    Financial Modeling
    Financial Planning
    Budget Management
    Business Plan
    Financial Projection
  • $50 hourly
    Over 15 years experience accounting and reporting of investment companies primarily focus on investment company audit and other SEC filings. Expert in all regulatory requirements of investment companies, including US GAAP, Regulation S-X, liaising with clients and audit firms on all audit areas from planning to execution and implementation of new requirements. Strong understanding of all other aspects of the day-to-day accounting of investment companies, including complex asset types and structures, valuation, budgeting, and IRS and SEC compliance. Besides my expertise in back-office accounting and administration of investment companies, I have earned the FP&A certificate showing proficiency in financial reporting, modeling, budgeting. Have extensive use of excel, SQL databases, and other accounting and reporting platforms. I can either build custom templates for your needs or utilize templates that I have created My goal is to provide value to those that can utilize my expertise. Also, I am interested in increasing my knowledge, challenging myself, and providing value.
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    Strategic Plan
    Financial Analysis
    Financial Planning
    Financial Reporting
    Forecasting
    Financial Modeling
    Financial Report
    Microsoft Excel
  • $10 hourly
    Hi, I am a freelance accountant for small and medium businesses. Highly motivated and provide quality work with extensive experience in using Quickbook, Sage Cloud Accounting, Sage Accounts Production (Desktop), and Thesaurus & Brightpay Payroll. I can perform the following key responsibilities for you. Irish & UK Payroll Processing & Submission. Day to Day-to-day bookkeeping Bank reconciliation Data Entry VAT Calculations & Filling Income Tax-Form-11 AND Corporation Tax Filling I am available for short-term projects and long-term roles as well. My services are very ideal and satisfactory. I am available 7 days a week. if you think that I might be helpful to your business, I will be glad to help. Thank you!
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    LinkedIn
    Tax Preparation
    Corporate Tax
    Sage
    Tax Law
    Value-Added Tax
    Sage 50cloud
    Tax Law Compliance
    Payroll Accounting
    Bank Reconciliation
    Tax Return
    Bookkeeping
  • $150 hourly
    I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +17 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I look forward to helping your company succeed! Contact me today.
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    Taxes
    Corporate Tax
    Investment Strategy
    S-Corporation
    Investment Banking
    Financial Accounting
    Venture Capital Consulting
    CPA
    Business Valuation
    Financial Modeling
    Mergers & Acquisitions
    Fundraising
    Intuit QuickBooks
  • $125 hourly
    General I have over 35 years of experience in the Mutual Fund Industry in various roles. I have concentrated in tax accounting in both operations and an oversight role in the Treasurer's Office. I can bring a wide range of operational experience to any role. I am proficient in Microsoft Excel, Word and Power Point.
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    Accounting Basics
    Strategy
    Tax Law
    Tax Preparation
    Financial Report
    Microsoft Excel
    Tax Return
    Tax Theory
  • $10 hourly
    Greetings for the day!!! I am NJ, qualified Chartered Accountant (Membership No 6279) now FCA, Ex- Ernst & Young Senior Accountant having more than 12 years experience in accounting, auditing, BPO, and bookkeeping. Also, I have more than 6 years experience in an Overseas BPO (Australian, UK, US, UAE clients), I was accountable for managing of commercial processes and client files in different accounting software (Xero, MYOB, Quickbooks, Wave & Tally). I have served more than 100 clients in different industries such as Retail trading, Constructions, Real estate and online e-commerce business. Also, I have experience of preparation ( more than 1000) individual income tax returns & company, trust & partnership. I am a Xero/QBO Certified bookkeeper and have experience in handling the organization set up to Financials. Self-motivated and Quick learner, always ready to complete work with effectiveness and efficiency. Never give up in any situation, always trying to figure out issues and resolve on time I provide the following services • General Bookkeeping and Bank Reconciliation • Payroll Management and IAS • Bookkeeping for an E-Commerce company • Bookkeeping for Real Estate company • BAS compliance and GST reporting • VAT Returns • Invoicing/billing and credit processing • Bulk billing • Bank Reconciliations • Month-end entry and processing • Accounts receivables • Accounts payable • Handling AP Email • Handling E commerce platform • PAYG Summaries, Group Certificates • Processing all standard/recurring journal & month end journal entries • General Ledger & balance sheet reconciliation • Monthly report • Preparing Management Reports • Preparation of Individual Tax returns and lodgement
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    Management Accounting
    Accounts Receivable Management
    Financial Reporting
    Xero
    MYOB Administration
    Intuit QuickBooks
    Bookkeeping
    Tax Preparation
    Tax Return
    Transaction Data Entry
    Accounts Payable
  • $95 hourly
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales with over 58,000 units during 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications including construction loans, tax exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
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    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
    Financial Analysis
  • $150 hourly
    I am your Startup Swiss-Army knife! Help with funding, growth, planning, general strategy, product development, manufacturing, selling, leadership etc all in one easy-to-access and Founder-focused person! I’m an experienced startup consultant who has worked with hundreds of startups and thousands of Founders over the last 14+ years to build ventures that can raise money, grow revenue and scale towards exit. I've also walked the pathway Founders are on - having built my own startup studio (tech + investment) from 0 to hundreds of employees and millions of dollars in revenue. Across countless sectors and industries, I've helped entrepreneurs create thousands of jobs, generate hundreds of millions in early-stage capital, acquire and scale new customers, turn that initial growth into 9-figures in annual revenue and secure dozens and dozens of acquisition offers. I do this all the while helping them curate the right tactics that lead to business success, and the right strategies that makes sure that what they build is a reflection of their own personal goals. My Founder/Owner-centric approach means you're gaining a true ally on this wild adventure - I structure each engagement so it efficiently helps meet the objective but also helps educate and empower you to take the next steps on your venture's pathway towards success! What I can help you do: - Introduce you into the world of startup financing (and VC/Angel fundraising) - Review, prepare and optimize investor materials (business plan, pitch deck etc.) - Help set and scope terms for your financing round - Identify and execute on available fundraising pathways for your venture - Generate analysis-driven lists of high-value investors (VC/Angel/Grants) AND develop strategies to connect w/each - Create useable and dynamic financial models for funding and managing your business - Work on value proposition, pitch and other sales/biz dev tactics - Identify new markets or pathways into markets for sales & marketing success - Coaching and guidance on how to build a business that reflects the leadership team's values and aligns with the owner's personal goals - Review contracts, agreements and products for feedback and useability analysis - Identify the role technology does or can play and build a strategy that reflects that - Strategic planning focused on future exit objectives and growth plans - Coaching and personal development for early to mid-stage business owners/Founders If you’re looking for an experienced ally and advisor who can guide you through all the difficult steps along the venture path then click the “Hire Now” button or drop me a line and let’s see what we can build together!
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    Investment Preparation
    Growth Strategy
    Business Plan Writing
    Business Planning & Strategy
    Business Valuation
    Financial Modeling
    Fundraising Presentation
    Venture Capital Consulting
    Startup Consulting
    Pitch Deck
    Startup Company
    Entrepreneurship
    Fundraising
    Business Analysis
    Business Plan
  • $60 hourly
    (Total hours worked only shows hourly contracts, not hours dedicated in projects. Value/hour is discounted price) Business consultant and project finance expert., with over 20 years experience with startups and small businesses in an array of industries. Worked in consulting for Accenture and other multinational companies and startups. Focus areas: Small and Medium Enterprises & Start-ups in diverse industries. Project Finance: Strategically and operationally experienced project finance expert. I can assist you in linking strategy with operations and project finance. STRATEGY CONSULTANT: Strategic brainstorming & planning, product strategy, business model, financial modeling, company building, establishing objectives & key results (OKRs), and board of directors. FINANCIAL MODELLING: Every good strategy needs a sound financial model and forecast. I can deliver financial models that are scenario based and with dashboards for revenue, analysis, ROI, IRR, risk. I can assist you with planning, forecasting, and doing operating budgets, CAPEX, acquisition analysis, and pro formas. BRIEF BACKGROUND: Bachelor's degree in Business. Extensive experience with new business ventures, both as an employee and as an entrepreneur. Whether you are starting a business, planning on expanding to new lines of business, or need someone in the day-to-day operation, I have the necessary skillet and business acumen to accompany you throughout the process. Upwork rate is discounted, given lower rates generally offered in Upwork. Thank you.
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    Business Cases
    Startup Consulting
    Business Consulting
    Financial Projection
    Financial Management
    Business Management
    Financial Modeling
    Financial Planning
    Cash Flow Modeling
    Business Plan
    Process Design
  • $100 hourly
    Hello! I'm an experienced finance professional with +12 years of professional work experience as an Auditor, Accountant, and Financial Analyst at Big Four Accounting firms Deloitte, KPMG, and a NASDAQ registered Company. 🏆 Top-Rated freelancer with over 100+ concluded projects. ------------------- ✅ ORDER from my project catalog today to receive investor-ready documents necessary to raise capital from investors and grow your business. ------------------- "He is one of the best and fastest math whiz out there!" - Erick, DFS Team. "Umar was excellent and quickly responded. The power point presentation was excellent, creative and detailed. He completed a complex project meeting critical deadlines." - Donna Chiaia. ------------------- My core competencies include: ✅Preparation of Financial Statements ✅ Analysis of Financial Statements ✅ Business Plan & Pitch Deck creation for Startups ✅ Preparation of Financial Guidelines/Manuals ✅ Preparation of Technical & Financial Proposals ✅ Preparation of Fixed Assets Register ✅ Preparation & maintenance of Payroll ✅ Microsoft Excel/Word/Powerpoint ✅ Bookkeeping I’m always here to help!
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    Microsoft PowerPoint
    Financial Writing
    Business Strategy
    Pitchbook
    Financial Analysis
    Business Plan
    Financial Statement
    Report Writing
    Academic Writing
    Business Proposal Writing
    Financial Audit
    Microsoft Excel
    Financial Projection
  • $125 hourly
    An experienced Investment Banking & VC professional, A qualified Chartered Accountant, CFA L1 and a graduate in Commerce. Have worked with various investment banks, consulting firms, private equity firms, venture capital firms, hedge funds and startup companies globally An investment banker with previous experience at Bank of America and Blacksoil Capital in India and Europe. Demonstrated history in providing strategic and corporate finance services to the clients globally. Key skills and services include: Specialized in financial modeling, Pitch decks and Financial / data analysis, . A quick snapshot of services provided: - Pitch Deck / Investor Deck / Presentations - Startup consulting, pro-forma projections and materials - Forecasting and cashflow analysis - DCF/Valuation Models - Business plans - Financial models for real estate projects - Review/auditing of financial models - Financial models for Leveraged Buyouts and mergers - Remote CFO I take pride in my work and I am only satisfied if you are as well. I build long term collaboration with my clients and help them in their necessary requirements.
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    Business Development
    Investment Research
    Private Equity
    Mergers & Acquisitions
    Financial Management
    Corporate Finance
    Investment Banking
    Financial Modeling
    Financial Analysis
    Company Valuation
  • $150 hourly
    I have worked 4 years with compliance with the Auditor General of Norway and 18 years as an international lawyer. I provide a thorough understanding of the intersection of law, compliance, and business. My specialization includes: - choose jurisdictions for incorporating companies (also offshore) - to assist with incorporation (also offshore) - business modeling and strategy. - international negotiation and contracts. - international tax planning. - business law. - crowdfunding. - blockchain, cryptocurrencies, and ICOs. - startups. - GDPR - real estate - financing I do assist in ICOs/IEOs/STOs as a legal/business advisor. I also assist with funding. I have been involved in many startups and know their special needs. In most of these startups, I have created all operational documents such as formation documents, IBC, Ltd, and others, Terms of Service (TOS), Privacy Policies (PP) including the General Data Protection Regulation (GDPR), Terms and Conditions (T&C), purchase and sale agreements, licensing agreements, shareholder agreements, equity agreements, employee agreements, independent contractor agreements, vendor agreements and other related contracts and agreements. I strive to be professional and timely. Please do not hesitate to contact me to see what I can do for you.
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    International Taxation
    Corporate Law
    Tax Law
    Initial Coin Offering
    Corporate Tax
    Corporate Strategy
    Cryptocurrency
    Contract Law
    Legal
    Stock Issuance
    Financial Disclosure
    Contract Drafting
    Compliance
    International Law
  • $50 hourly
    ACCA member +9 years of professional experience. Qualified external auditor by MF RA/ Qualified internal auditor by MF RA/ Qualified auditor by AAAA RA/ Qualified accountant by AAAA RA. During the professional experience, I worked in complex areas like audit planning, risk assessment, IFRS, ISAs, GAAP, External&Internal operational audits, financial control, receivable, payable, risk-based audits, business valuation, financial modeling, and etc. The objective is to enjoy work in an organization where my skills are utilized to achieve the company’s goal through professional ethics, sincere commitment, and hard work, which in return can help in personal development and career progression. The audit client list includes companies from Armenia, UAE, Germany, US, Ukraine, and etc. I have experience in areas such as service, production, Telemedia, public sector, NGO, etc.
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    International Accounting Standards
    Software
    Financial Audit
    Due Diligence
    International Financial Reporting Standards
    Financial Reporting
    Business Plan
    Business Valuation
    Financial Projection
    Financial Analysis
  • $80 hourly
    🏆 UPWORK TOP RATED PLUS🏆 If you want to raise capital or supercharge your business growth, I can help. I have worked with 130+ companies, raised $20M+ and achieved multiple successful acquisitions for my clients. My specialities include: ✔️ Investor-ready Financial Models ✔️ Wall Street-level Business Plans & Pitch Decks ✔️ Startup and Business Valuations ✔️ Cashflow Modelling ✔️ Custom KPI forecasts and dashboards ✔️ Investment Memorandums (IM) and Teasers I am a consummate professional, solely focused on delivering results for your business. My background: 🏆 B.A. Economics & Management, Oxford University 🏆 8+ years in elite Banking & Consulting roles (UBS, Funds worth $2B+) 🏆 110+ Financial Models, 60+ Pitch Decks, 30+ fundraises (total $20M+) completed 🏆 Excel expert, 10+ years professional experience 🏆 Native English Speaker Feel free to reach out with any questions, no matter how early your project is. I always enjoy talking with founders and would be delighted to brainstorm ideas with you.
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    Financial Analysis
    Business Strategy
    Startup Consulting
    Microsoft PowerPoint
    Financial Reporting
    Fundraising
    Valuation
    Business Modeling
    Financial Model
    Pitch Deck
    Financial Plan
    Business Plan
    Business Consulting
    Financial Projection
    Microsoft Excel
  • $60 hourly
    As a Chartered Accountant (CA), CPA, BBA graduate, and Certified QuickBooks ProAdvisor with over 18 years of experience, I bring extensive expertise in accounting and finance. My primary area of expertise is in NetSuite implementation, where I have substantial experience. I am an advanced user of QuickBooks Products, Xero, Waves Accounting, Peachtree, GnuCash, and Odoo. I am also proficient in Microsoft Excel and platforms like Amazon FBA, Shopify, eBay, Expensify, A2X, UnaNet, Hubdoc, Hubstaff, Google Drive, and various inventory management tools. I keep updating my productivity tech stack regularly. Currently, using ClickUp, Monday.com, Asana, miro, and Slack for communication. My core competencies include: - Expertise in NetSuite implementation, tailoring solutions to business needs. - Financial analysis, modeling, forecasting, budgeting, reporting, bookkeeping, and project accounting. - Seamless integration of accounting systems like QuickBooks & Xero with various platforms. - Proficient use of Microsoft Excel for solving complex accounting issues. - Effective use of Google Sheets for collaborative work. - Handling diverse US tax assignments for various entities. - Formulating comprehensive policies for Accounting, Admin, HR, and Management. I am known for my reliability, promptness, quick learning ability, meticulousness, and unwavering commitment to integrity. My focus is always on fully realizing your objectives, with complete customer satisfaction as my end goal.
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    Sage Intacct
    CPA
    Bookkeeping
    Financial Reporting
    Financial Analysis
    Business Plan
    Financial Accounting
    Oracle NetSuite
    Budget Management
    Microsoft Excel
    Intuit QuickBooks
  • $400 hourly
    40+ years experience as CPA, CEO/CFO, financial modeling, business valuation, Virtual CFO. Expert Witness and consultant in the areas of ground transportation (taxi/ride-share), retail and whole distribution industries. CPA - Valuation, Projections _Certified QuickBooks Online ProAdvisor _Business Valuation _Decades of Professional and Business Experience _Litigation Support - Damage Calculations - Expert Witness _Creation of demonstrative graphics for business plans & for projections of damages in litigation matters._Virtual Chief Financial Officer "Joe was very professional and knows how to clearly communicate his recommendations. He was able to complete a project I had been struggling to find someone to be able to complete for months in a matter of a hours. If you are stuck on any accounting or financial issue, I highly recommend that you work with Joe and let him offer advice and effective solutions today." "Joe was absolutely fantastic to work with. Was fast on deadlines, always available to chat, and delivered high quality work. Will definitely rehire!" "Superior job. Joe was fabulous. I would strongly recommend him and plan on working with him again." "We have had the pleasure of working with Joe for the last several months and Joe has been a VITAL contributor to our team! His experience as a CPA and business strategist is unparalleled. I cannot recommend him enough. We are engaging him on a fixed basis and he is a BARGAIN for what he brings to the table in terms of revenue generation/cost reduction strategies."
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    CPA
    Financial Modeling
    Business Valuation
    Litigation
    Business Analysis
    Business Plan
    Intuit QuickBooks
    Budget Management
    Microsoft Excel
  • $15 hourly
    We work in 2 shifts 6am to 10pm IST (GMT + 5:30) Are you looking for an all-round financial support? A Virtual yet an Omnipresent Accountant for your business and company?? If Yes!!!!, then let's start with half an hour of free consultation :) We are a firm based in India providing Accounting & Tax Preparation Services to clients based in USA, UK, Canada & Australia. We proudly call ourselves as 'Right-hand' to all the Businesses and Accounting Firms. Our Services include: 1. End to end Accounting, Bookkeeping 2. Management and Financial Reporting Services 3. Budgeting 4. Migration & Accounting Set-up 5. Tax Return Preparations 6. EOFY Reports 7. All related admin and office management tasks Some amazing client testimonials we have: 🎯 "Very Knowledgeable, professional, solutions-driven and responsive. Awesome experience and would rehire. Thanks!!" 🎯 "Kinnari is proficient and efficient. She met every deadline and was precise in what you completed. I would hire her again!" 🎯 "Explendid person in work. In short deadline she provides high quality work." We are a young and energetic team of 16 person including: 1. Qualified Chartered Accountants 2. MBAs 3. QBO & XERO Certified Advisors 4. Experienced Accountants Founder's Professional Background: I am a Top-Rated Accounts & Finance Professional with over a decade of experience in the field. Having helped start-ups to set their books and finances right and achieve their business objectives like never before. I also help them build them budgets, projections business plans and investor pitch decks to present to the investors and get some great funding. Have successfully locked deals worth INR 20 million till now. Areas of Expertise: ✅ Real Estate and Ecommerce Accounting ✅ Budgeting and Cash Flow Management ✅ Financial Reporting as per Ind-AS, IFRS and US GAAPs Furthermore, I also have deep understanding of financial reporting and complex financial models. Over a span of 10+ years, I have successfully completed business and financial advisory projects involving preparation of top-notch Business Plans & Pitch-decks. Looking forward to associate with great money-makers here!
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    Financial Management
    Cost Accounting
    Intuit QuickBooks
    Bookkeeping
    Management Accounting
    Tax Preparation
    Financial Reporting
    Financial Analysis
  • $110 hourly
    I'm a CFA Charterholder, (Chartered Financial Analyst - charter number #185489). I have created detailed, and connected financial models and BI dashboards for Fortune 500 companies. My list of clients includes public firms such as Sony, Medavail, Novo Nordisk, and Unilever. I have done my time as CFO in SaaS, Blockchain, E-commerce, Real Estate and Manufacturing companies. I'm a modern Fractional CFO that can optimize your finance department, or create one from scratch. I have deep expertise in financial modeling, valuation, financial analysis, and data science. I have over 19 years of experience in finance in Canadian, US, Australian, Israeli and Italian companies. I've helped raise +$600 million in the last 19 years in debt and equity for real estate projects and startups. I'm well versed in advanced statistics, time series analysis, VBA, Google Scripts, R, Python, SQL, DAX, M, Excel Automation, SPSS, PowerBI, GDS, Dynamics 365 and more. I'm ranked #113th in the world in the recent Financial Modeling World Cup competition. The aim of all my skills is to optimize, automate, present and control your financial and analytical processes. My favorite quote is by Warren Buffett, who is my greatest inspiration: "Someone’s sitting in the shade today because someone planted a tree a long time ago." This quote summarizes my attitude towards financial management, and business.
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    Chartered Financial Analyst
    Economics
    JavaScript
    API Integration
    Visual Basic for Applications
    Looker Studio
    Budget Management
    Microsoft Power BI
    Blockchain
    SQL
    Real Estate Financial Modeling
    Data Science
    Investment Research
    Financial Modeling
    Financial Analysis
  • $55 hourly
    MBA student and actively working in the commercial real estate industry, conducting market research and valuation analysis to determine the feasibility of investments. Financial analysis and accounting experience of 3+ years. Have developed various models that allow businesses to keep track of their accounting and reporting procedures. I have also developed underwriting platforms to value commercial real estate investments for multiple firms. As a student, I am an expert on designing and putting together professional presentation decks and reports. The philosophy I live by is that if something is going to have my name attached to it, I want to make sure it's my best work.
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    Financial Analysis
    Business Modeling
    Financial Modeling
    Visual Basic for Applications
    Real Estate Investment Assistance
    Microsoft PowerPoint
    Market Research
  • $100 hourly
    I am an accountant with over 15 years experience with accountancy firms and industry. During that time I have become an expert in the provision of various financial services including: Company Incorporation VAT Registration VAT Filings Payroll registration Payroll processing Accounts preparation Personal Tax Returns Business Tax Returns Company Secretarial filings and creation of minutes and resolutions Confirmation Statement Filing Book keeping I look forward to being able to support your business all the way from its creation through to its success via a wide provision of expert financial services.
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    Tax Preparation
    Management Accounting
    Accounting Principles & Practices
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Accounting Basics
  • $150 hourly
    Hello and thank you for stopping by! I am Justin Woody, with 15 years of experience in finance ranging from senior staff to officer (5bn company) as well as PE and private capital startups. I have evaluated over 25 billion in deal flow and transacted over 500 million over the last decade. I currently work as a contract CFO for a number of small-medium sized companies where I handle company’s financials, accounting, bookkeeping, project analysis, strategy reviews, among other items. I help companies, with little to no accounting and finance support, build robust systems to better understand their profitability, products they should promote (or let go), along with any other intracompany needs they may have (help in understanding logistics, hiring strategies, capital sourcing, private equity waterfall analysis, etc..). If your company has never built the foundational financial and accounting systems, let me help guide you in the collection of data, digitization, and building of systems to answer the questions that need to be addressed to take your company to the next level. I can provide illustrations of the process for anyone interested. I have attached not only screenshots but also the models I have built in the portfolio section below. I trust these models you will find highly useful. Allow me to fit these to your company and create the value you have been looking to achieve. Standard Process: • Review of business (gaps/needs?) • Review of accounts (bank/credit cards/loans) • Review data (digital or pdf - have digitized) • Review transactions (build regex and make applicable chart of accounts) • Build financials (P&L, BS, CFS) • Review of financials • Review product/business units individually • Build cost accounting analysis to understand each product/business unit profitability (priced correctly?, expenses in line?) • Review gross and net margins for product/business unit/total company • Review COGs to ensure gross margins are adequate given the industry • Review direct and indirect labor expenses • Build necessary variance analyses (year over year or per budget) • Build budget if needed-Proforma analysis • Optimize for tax treatment • Review operating agreement and or needs with partner distributions and contributions • Provide incentive structures for different types of roles - retention • Prepare analysis needed for loans/capital raises • Build valuation of company/business units • Exit analysis for potential sale • Org Chart review and analysis • Strategy Review • Build Tactical Plan • Review any debt schedules/amortization • Build need Personal Financial Statements (PFS) for banks
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Visual Basic for Applications
    Financial Planning
    Mathematical Modeling
    Statistical Analysis
    Cash Flow Statement
    GAAP
    Waterfall
    Financial Accounting
    Real Estate Financial Modeling
    Financial Analysis
    Financial Modeling
    Management Consulting
  • $200 hourly
    I am a Certified Fund Raising Executive (CFRE) and hold a Master's Degree in Public Administration with a focus on Fundraising for small Community-Based Organizations. I have successfully completed over 500 grant applications including government, foundation, and corporate requests with a total fundraising number over $200 million secured. ** Please note, I prioritize retainer clients starting at 5K per month. This doesn’t mean that I won’t take on other projects, just please be aware of the prioritization. ** I am based in the New York City tri-state area and have over 15 years of grant writing experience. I have worked not only in public administration but also in direct services. My professional experience includes education, youth services, community advocacy and outreach, the arts, women’s rights legislation, food pantries, homeless services, substance abuse services, family development and a variety of case management programming initiatives. I have successfully secured grant awards ranging from $500 (for basic supplies) to $1.2 million for programmatic start-ups. The largest single gift I have raised is 10M. My services include: strategic fundraising implementation, full grant proposals, letters of intent, applications, proposal templates, grant reports, evaluations and budget analyses. I am seeking to partner with individuals and non-profits with strong plans to revitalize their communities and build a sustainable future.
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    Research Papers
    Proposal Writing
    Fundraising
    Research Proposals
    Nonprofit Organization
    Marketing Strategy
    Growth Strategy
    Investment Strategy
    Budget Management
    Letter of Intent
    Grant Writing
  • $130 hourly
    I am an experienced CFO/Finance Leader with a track record of working successfully with companies of all sizes. My experience has enabled me to be comfortable working as a global leader with an international team or operating as a one-person team in a pre-revenue start-up environment. I have worked in a variety of industries, SaaS, Custom Software Development, Industrial and Residential Services, Real Estate Development, Property Management, and Healthcare. Over the past several years I have been working with companies as a fractional CFO. It has been such a great experience. I have been able to get hands-on experience with companies in different industries and at different stages of the business life cycle; from pre-revenue to exit. I am happy to tailor my involvement to the needs of my clients. Some companies have needed me to handle all accounting and finance work and engaged me for 30-40 hours per week while other clients have contracted me for 10-15 hours per month to act as a sounding board for their CEO. I am honored to work with clients in any situation where I might be able to help My career began with financial and operational roles at the following companies: • Arthur Andersen – Turnaround/Bankruptcy Consultant • Oracle - Director of Financial Operations in the Telecom Sales Vertical • MCIC Vermont – VP of Finance and Claims (Medical Malpractice RRG) • Norrell – Financial Consultant to the CFO (staffing company) • ClientLink – VP of Finance (custom application development) Fifteen years ago, I co-founded Enablus, an IT Consulting firm where I was the CFO. Co-founding a company was a terrific learning experience; however, after five years of prosperity, the company was no longer able to support multiple partners, As such, I made the decision to leave Enablus and venture into a new opportunity as the Director of Finance for The Center for Health Transformation (a Healthcare Think Tank/Consulting Firm founded by former Speaker of the House Newt Gingrich). The company was no longer viable after Mr. Gingrich announced his candidacy for President of the United States. I helped wind down the company and then went to work as Vice President of Finance/Shared Services for EPI-Use Labs (a multinational SaaS company) where I led an international team of finance, HR and contract professionals with team members in the UK, Germany, South Africa and the United States. After EPI-USE Labs, I was the CFO and a member of the Board of Directors for Xcaliber Technologies (an international SaaS startup company) and Xcaliber Infotech (a sister company supplying all software development in Pune, India) where my primary responsibilities focused on all finance and accounting, securing and finalizing investment capital and all M&A activity. More recently, I was the CFO of a conglomeration of 12 real estate development companies, a property management company, and a commercial brokerage company. For the past four years I have been working as a fractional CFO for companies in healthcare, software, mortgage brokerage and non-emergency transportation. An additional note that will help give you a better feel for my core values and beliefs. Prior to attending college, I worked for my father-in-law’s grocery distribution business in southern Utah for ten years. It was here that I learned perhaps the greatest two lessons of my career. The first lesson I learned was to do “whatever needed to be done.” To that end, during my time working there I learned out of necessity to drive an eighteen-wheeler and to be a meat cutter in a grocery store. The second important lesson I learned was the importance of customer service. I learned to do whatever a customer needed. We were a small company and each and every customer was the lifeblood of the company. I learned very quickly that is far less expensive to keep a customer than it is to obtain a new one. These lessons have stuck with me throughout my career and continue to serve me well to this day..
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Financial Policies & Procedures
    Financial Analysis
    SaaS
    Financial Modeling
    Financial Management
    Startup Consulting
    Cash Flow Modeling
    Accounting Principles & Practices
    Startup Company
    Finance & Accounting
    Intuit QuickBooks
    Oracle NetSuite
    Financial Projection
  • $100 hourly
    I’m an experienced international lawyer who specialized in corporate and tax. I work with 30+ jurisdictions worldwide and assist clients with all the scope of services starting from corporate structuring, tax planning, business setup, and administration. I'm skilled in International Law, Legal Assistance, Corporate Finance, Compliance, and Legal Research. I'm familiar with all the corporate systems and tax legislation of more than 30 countries worldwide. I have experience in the formation of different types of businesses in jurisdictions worldwide. I'm experienced in the day-to-day administration of the company, and bank account opening in different banks in Europe, Asia, and Middle East countries. I have strong knowledge of business development and promotion of the professional services. I am good at the corporate structuring of holding companies, corporations, and trusts worldwide. Any corporate solution combined with tax planning and tax calculations for corporate and private clients. I can assist with tax migration, business relocation, and business expansion. Any services and solutions I'm providing to the client are a combination of corporate and tax solutions and each solution is purely tailor-made for the specific case and specific client. I'm a professional lawyer with a Master’s Degree focused on International Private Law from the Kyiv Institute of international relations. Currently, I’m a Business Development Manager in the Sovereign Group (an international corporate service provider and licensed Trustee).
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Business Modeling
    Tax Planning & Advisory
    Business Plan
    Business Analysis
    Business Consulting
    International Taxation
    Corporate Law
    Business Development
    Tax Law
  • $95 hourly
    I am passionate about adding value to your life, by streamlining the business processes through automation. Giving tailored solution for your systems is my first priority. For me, this means working closely with you to ensure that you receive the user-friendly software. I enjoy thinking outside the box and finding just the right solution for your business needs. For over three years, I have been serving as Trading Automation expert in full time and freelance roles on different platforms. Python and VBA based automation is my primary expertise. I’ve successfully delivered automated trading softwares along with backtesting functionalities. I have helped multiple clients setting up their bots in cloud based platform such as AWS. That enables them to run the bot 24x7 on the server requiring no manual intervention straight for a week. I have expertise working with several broker platforms including Interactive Brokers, TD Ameritrade, Tradovate and Zerodha Kiteconnect. I can seamlessly integrate other tools such as Quantconnect, Tradingview, Telegram in the automation process. These are a few of the functionalities I have coded in these bots: 1. Getting historical/ live data from Broker API. I generally use IB Insync Python API in case of Interactive Brokers 2. Getting signals directly from subscription based Websites such as tradingaddicts if the website allows bot activity 3. Reading signals from your Email if subscription service sends you standard automated email whenever the signal is generated 4. Getting data from any other Free/ Paid API including Yahoo Finance 5. Processing raw data to calculate indicators/ signals. I can create custom indicators as per your requirement or we may use standard libraries such as ta-lib 6. Order placement and order management 7. Risk management 8. Portfolio management 9. PyQT based GUI Dashboard for input settings and program status 10. Email/ Telegram updates for actions taken by bot 11. Market scanners My Expertise Areas - • Interactive Brokers API Integration (Using Python and ActiveX client) • Amazon Workspaces • Web Scraping • RESTful API Integration • Signal extraction from emails • Visual Basic (Creation of Macros) • Advanced MS Excel, Access, Power Point, MS Word, Outlook and Publisher VBA Programming • Google Scripts • Automation of Reports • Automation of spreadsheet
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Derivatives Trading
    API
    Algorithm Development
    PyQt
    Stock Option Agreement
    Spreadsheet Software
    Financial Modeling
    Desktop Application
    Trading Strategy
    Microsoft Access
    Spreadsheet Automation
    Trading Automation
    Python
    Automation
    API Integration
    Forex Trading
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