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Check out Fund Accounting specialists with the skills you need for your next job.
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  4. (Current) Fund Accounting Specialists
  • $80 hourly

    • 5.0/5
    • (13 jobs)
    Real Estate Financial Modeling, Analysis and Fundraising • Over 17 years of experience in financial modeling and analysis • Completed over $1bn in transactions during my career in the US and Europe • Deep expertise in Multifamily, Student Housing, Condo Development, Co-Living/Working/Warehousing • Experience in real estate development, acquisitions and structured finance • Expert in Mezzanine, Preferred Equity, Waterfall structures • Worked at CBRE, KPMG and private equity firms • Masters in Real Estate Finance and Investments from New York University • Strong knowledge of accounting and finance • Native English speaker • Author of "Professional Real Estate Investing Course" on Udemy Reviews: "Great working with Juan Carlos. He has a lot of experience in Real Estate finance, Investment Funds structuring, financial modelling and in Real Estate in general. Very good communication skills, perfect English, all work delivered on time. I will consider him for future projects." "We were extremely happy with Juan's work. Quick, flexible and understood what we needed straight away so well, that we only needed a couple of iterations of the model. We highly recommend her for anyone looking for a great financial model."
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    Private Equity
    Financial Management
    Real Estate Investment Assistance
    Data Science
    Real Estate Financial Modeling
  • $100 hourly

    • 4.8/5
    • (57 jobs)
    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

    • 4.4/5
    • (399 jobs)
    Client oriented and focused on helping your business grow. Either you are a startup, pre seed company, established as well known on the market, you can always be better. I can put your business idea in excel I can analyze your business and asses areas of improvement I can do business valuation I can help you capture investor's interest by showing business potential I can guide while making decisions that will impact future profits How I do that: -I specialize in building bottom-up, dynamic models in Excel -Custom build formulas to match desired output, -Create dynamic model, fully controlled by few simple inputs with interactive dashboards -I solve complex problems by thinking outside the box, and make excel formulas to work for me -Emphasize visualization: graphs, charts, pivot tables and dashboards. Worked and helped more than 150 companies. I can build model for any type of business model as I listen to you. I focus on understanding every aspect of your company, every goal you want to achieve and build steps require to get there. Lets build successful businesses together!
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    Financial Modeling
    Financial Planning
    Budget Management
    Business Plan
    Financial Projection
  • $50 hourly

    • 5.0/5
    • (2 jobs)
    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

    • 4.9/5
    • (49 jobs)
    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
  • $65 hourly

    • 4.7/5
    • (195 jobs)
    My skills aren't limited to just bookkeeping, I can help you with other functions in your business. - Quickbooks Payroll - Accounts Payable - Accounts Receivable - Peer Tax Reviews - QBO Training for Business owners - Issue 1099's/ W2's - File extensions for taxes - Scheduling Calls/ Inspections - Reporting into to unemployment monthly - File Tax returns - Research for the best price product for your home/business - Business budgets - Business correspondence - Bill Pay - Screening Leads - Data entry -Interview for Company - Tax preparation (fixed rate based on complexity of return) (Hourly Rate for CPA Signoff Projects - Job leads tracking I have 7 years of Tax Preparation with 17-24 hrs of CPE each year, I keep up with the bookkeeping regulations and tax laws. I am PTIN Holder with AFSP (Annual Filing Season Program) Designation. In the 2020 tax season, I will be working on getting my Enrolled Agent Certification. I am also a Tsheets Certification Pro, who can help you maintain time tracking and data entry any employee not in the system. So you can keep track of your billing hours and labor hours all in one place instead of chasing down the paper. I have helped small business owners, Real estate Flippers/Rentals, Farms, Electricians, Contractors, Graphic Designer, Grocery Store, Colleges, Medical Physicians, Lawyers, Church, eCommerce Marketing firms and a Software developer with their bookkeeping needs. I have experience in using many accounting software for different companies and adapt very quickly. I currently use Xero, Quickbooks Online, and Wave as accounting software. I am a go-getter and very determined to do everything that I can put my hands on. I am very organized and can help you get organized.
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    FreshBooks
    Bill.com Accounts Payable
    Bill.com Accounts Receivable
    Wave Accounting
    Business Consulting
    Microsoft Excel
    Zoho Books
    Data Entry
    QuickBooks Online
    Customer Service
    Bookkeeping
    Xero
    Tax Preparation
  • $10 hourly

    • 4.4/5
    • (395 jobs)
    Greetings for the day!!! I am Niluka Jayasinghe, a qualified Chartered Accountant (Membership No 6279) now FCA and CPA , IFA , IPA Australia, and an Ex-Ernst & Young Senior Accountant with over 15 years of experience in accounting, auditing, BPO, and bookkeeping. With more than 9 years of experience in an Overseas BPO serving clients from Australia, the UK, the US, and the UAE, I have managed commercial processes and client files using various accounting software including Xero, MYOB, QuickBooks, Wave, and Tally. Throughout my career, I have served over 300 clients across diverse industries such as retail trading, construction, real estate, and online e-commerce businesses. I have prepared more than 1,000 individual income tax returns and handled accounting for companies, trusts, and partnerships. I specialize in real estate accounting and bookkeeping, offering comprehensive back-office support. As a Xero/QBO Certified bookkeeper, I have extensive experience in setting up organizations and managing their financials. I pride myself on being self-motivated, a quick learner, and consistently delivering work with effectiveness and efficiency. I never give up, always striving to identify and resolve issues promptly. I provide the following services: General Bookkeeping and Bank Reconciliation Payroll Management and IAS Bookkeeping for E-Commerce Companies Bookkeeping for Real Estate Companies BAS Compliance and GST Reporting VAT Returns Invoicing/Billing and Credit Processing Bulk Billing Bank Reconciliations Month-End Entry and Processing Accounts Receivable Accounts Payable Handling AP Email Handling E-Commerce Platforms PAYG Summaries and Group Certificates Processing Standard/Recurring Journal Entries and Month-End Journal Entries General Ledger and Balance Sheet Reconciliation Monthly Reporting Preparing Management Reports Preparation and Lodgment of Individual Tax Returns Let's work together to streamline your financial processes and achieve your business goals!
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Management Accounting
    Accounts Receivable Management
    Financial Reporting
    Xero
    MYOB Administration
    Intuit QuickBooks
    Bookkeeping
    Tax Preparation
    Tax Return
    Transaction Data Entry
    Accounts Payable
  • $45 hourly

    • 4.8/5
    • (218 jobs)
    ✨ 16+ 𝒀𝒆𝒂𝒓𝒔 𝒐𝒇 𝑬𝒙𝒄𝒆𝒍𝒍𝒆𝒏𝒄𝒆 | 1500+ 𝑪𝒍𝒊𝒆𝒏𝒕𝒔 𝑺𝒆𝒓𝒗𝒆𝒅 𝑾𝒐𝒓𝒍𝒅𝒘𝒊𝒅𝒆 ✨ Welcome! I’m a seasoned financial and corporate services consultant offering a diverse range of solutions, from financial modeling and business planning to corporate services and company formation. With over 16 years of experience and a global client base, I’m here to help businesses succeed. 🟢𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐌𝐞? 🔸 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆: Strategic guidance on budgeting, forecasting, cash flow management, and financial analysis for business growth. 🔸 𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴: Accurate and efficient financial record-keeping using tools like QuickBooks, Xero, and SAP. 🔸 𝗖𝘂𝘀𝘁𝗼𝗺 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀: Robust forecasts and scenario analyses tailored to your business. 🔸 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: Actionable, investor-ready business plans aligned with your goals. 🔸 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗥𝗲𝗮𝗱𝘆 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Engaging, data-driven presentations to secure investor interest. 🔸 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: ▪️ UAE company formation (Mainland & Free Zone) ▪️ VAT registration and compliance ▪️ PRO services for government liaison ▪️ Trademark registration and document processing 📌 𝐔𝐀𝐄 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐅𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 (𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝 & 𝐅𝐫𝐞𝐞 𝐙𝐨𝐧𝐞) We assist businesses in seamlessly registering their companies in 𝗯𝗼𝘁𝗵 𝗠𝗮𝗶𝗻𝗹𝗮𝗻𝗱 𝗮𝗻𝗱 𝗙𝗿𝗲𝗲 𝗭𝗼𝗻𝗲 in the UAE. ▪️ 𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧: Ideal for businesses targeting the local UAE market, with unlimited access to government tenders and contracts. ▪️ 𝐅𝐫𝐞𝐞 𝐙𝐨𝐧𝐞 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐅𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧: We partner with all major UAE Free Zones, including: ▪️ Meydan Freezone ▪️ Dubai Multi Commodities Centre (DMCC) ▪️ Jebel Ali Free Zone Authority (JAFZA) ▪️ International Free Zone Authority (IFZA) ▪️ Sharjah Publishing City Free Zone (SPC Free Zone) ▪️ Ajman Free Zone (AFZ) ▪️ Fujairah Free Zone (FFZA) ▪️ Ras Al Khaimah Economic Zone (RAKEZ) 📌 𝐊𝐞𝐲 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: ⦿ Tax & VAT Compliance ⦿ QuickBooks & Xero Certified Expert ⦿ Financial Planning & Analysis (FP&A) ⦿ Budgeting & Forecasting ⦿ Financial Reporting & Cash Flow Management ⦿ Business Plan Development ⦿ Market Research & Strategic Analysis ⦿ Valuation & Scenario Analysis ⦿ Payroll & Tax Preparation Support 🏭 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐒𝐞𝐫𝐯𝐞𝐝: I have extensive experience across a range of industries, including: ⦿ E-commerce (Amazon, eBay, Shopify, etc.) ⦿ Real Estate & Property Management ⦿ Technology & SaaS ⦿ Healthcare & Biotech ⦿ FinTech & Financial Services ⦿ Consumer Goods & Retail 📈 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬: 🔹 $100M+ raised for startups and businesses through strategic financial modeling and pitch deck development. 🔹 95% success rate in securing investor meetings and funding. 🔹 1,000+ clients worldwide, with over 500 positive reviews and a consistent 5-star rating. 💬 𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 ⭐⭐⭐⭐⭐ “This was our first time working together, but it was so easy to get started and Sadaf quickly understood our targets and accommodated the way we work. She was extremely patient with our continuous change in deliverables, worked hard to meet our expectations and often suggested how we could improve our work and make the project more efficient. Well skilled in her profession and an absolute pleasure to work with.” — 𝑳𝒂𝒓𝒔 𝑵𝒂𝒓𝒇𝒆𝒍𝒅𝒕, 𝑪𝑶𝑶 ⭐️⭐️⭐️⭐️⭐️ "Sadaf was above & beyond what we could’ve asked for! I will certainly hire her again, and will recommend her to anyone I can! Her and her team’s quality of work is excellent, and she gets things done very quickly. She is very engaging, and responsive, there for our every beckon call. She spent nearly an hour on a phone call with us to go over the numbers and helped us brainstorm some new numbers when we needed them. Amazing, incredibly talented professional – you will be doing yourself a big favor if you hire her!! 🙂" — 𝑬𝒎𝒎𝒂 𝑺á𝒏𝒄𝒉𝒆𝒛 𝑨𝒏𝒅𝒓𝒂𝒅𝒆 𝑺𝒎𝒊𝒕𝒉, 𝑪𝒐-𝑭𝒐𝒖𝒏𝒅𝒆𝒓 ⭐️⭐️⭐️⭐️⭐️ "Excellent and professional approach and I am happy with the results. The working with team Oak Consultant was wonderful and all assignments were completed with lot of energy and professionalism by members of the team." — 𝑳𝒂𝒍𝒊𝒕 𝑽𝒊𝒅𝒉𝒂𝒏𝒊, 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒏𝒕 📝 𝑳𝒆𝒕'𝒔 𝑪𝒐𝒍𝒍𝒂𝒃𝒐𝒓𝒂𝒕𝒆! Are you ready to elevate your business with expert financial guidance? Whether you need ongoing accounting support, a detailed financial model, or a strategic business plan, I’m here to help you succeed. Let’s set up a call and explore how my services can contribute to your success. 📞 𝑩𝒐𝒐𝒌 𝒂 30-𝑴𝒊𝒏𝒖𝒕𝒆 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒕𝒊𝒐𝒏 𝑻𝒐𝒅𝒂𝒚!
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Financial Accounting
    Business Valuation
    Financial Modeling
    Market Analysis
    Pitchbook
    Startup Consulting
    SaaS
    Microsoft Excel
    Business Process Modeling
    Xero
    Cost Accounting
    Venture Capital Consulting
    Business Plan
    Financial Analysis
  • $95 hourly

    • 5.0/5
    • (23 jobs)
    Wondering how to grow your business? 💭 You need an amazing accountant! One who does more for you than just file your annual taxes. I am former Big Four advisory firm accountant with over 12 years extensive experience in financial statements preparation, individual and corporate taxes in Canada. I can provide advisory support and help with work including bookkeeping, tax preparation, financial statement preparation, business planning, Quick books, Xero, HubDoc, cost optimization, business process improvement and payroll processing. Licensed to work on CPA review and notice to reader engagements. We also service Crypto companies who issue tokens through ICO's/IDO, SAFTs and Private equity/VC firms and Family offices for their deal tracking and accounting requirements. I can also help you with government benefits and subsidies. Have helped the clients receive over a $3M in grants and subsidies from 2020 onwards. If you are looking for following in addition to above, I am your guy 1. Complex tax planning for personal and corporate taxes 2. Crypto Investments tax planning 3. General accounting and tax advise 4. Tax consultation including complex restructuring and reorganizations 5. Section 85 Rollovers 6. Non-resident taxation 7. Sale and purchase of businesses 8. Business streamlining and improvements 9. CRA representations and case dealings 10. GST/HST/PST filings I also have a CFA designation. I also run a successful tech startup in the tax domain that caters to tax professionals in Canada. So, if you are looking to build your next tech startup, I can help you get started and guide you through the whole process. I believe the biggest hurdle when it comes to building a startup is figuring out things. Ping me if you need any such help. I can also provide monthly support that includes: ✅Paperless Bookkeeping ✅ Accountability for Missing Receipts ✅ CRA Payments Made (on time!) ✅ Advice on BC Employment Standards ✅ Monthly Financial Statements ✅ Corporate & Personal Tax Returns ✅ Unlimited Support ✅ All at a flat monthly rate:exclamation:️ Unlimited support means that when questions come up like: ❓“Is my pricing set at the right amount to make a decent profit?” ❓“Am I ready to hire my first employee?” ❓“Should I buy or lease a vehicle under my business?” ❓“When should I incorporate?” I am just a call or Zoom meeting away!
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Content Writing
    Website Prototyping
    Financial Statement
    SaaS
    Financial Analysis
    Corporate Tax
    Bookkeeping
    Tax Return
    Tax Law
    Payroll Accounting
    Certified Tax Preparer
    Intuit QuickBooks
  • $22 hourly

    • 5.0/5
    • (16 jobs)
    I am a highly skilled and disciplined Chartered Accountant (CA) (equivalent of a CPA), boasting five years of comprehensive experience across various industries. I am reaching out to express my interest in providing my expertise as a Bookkeeper and Accountant for your business. 🌟Professional Background 🌟 In my previous roles as Virtual CFO, Assistant Controller, Accounting Manager, Assistant Auditor, and Client Service Director, I have refined my skills in examining and analyzing accounting records, financial statements, and processes. My experience extends to diverse sectors such as real estate, e-commerce, retail, construction, charitable organization, etc., 🌟Technical Proficiency 🌟 I am proficient in utilizing accounting software such as NetSuite, QuickBooks, Xero, and Odoo, with a proven track record spanning five years and payroll softwares like Gusto, Quickbooks Online. My expertise covers a wide area of services, including – ACCOUNTING & BOOKKEEPING 🎯Bookkeeping - Maintain your books on an ongoing basis 🎯Inter-company reconciliations with multi-subsidiary & multi-currency 🎯Month-end-closing activities 🎯Reconciling books along with factor reconciliation 🎯E-commerce reconciliations - Amazon, Shopify, PayPal, Stripe 🎯Year-end-closing tasks and finalizing the financial statements with auditor 🎯Account Receivable/Account Payable management 🎯Payroll Management 🎯Inventory Management 🎯Fixed Asset Management 🎯Supporting client in preparing US Sales Tax working 🎯Preparing & Filing form 1099 REPORTING 🎯Financial Reporting 🎯Cash Flow Statements 🎯Budgeting and Forecasting 🎯Preparing Budget vs Actual Comparisons 🎯Preparation of Customized report as per Management requirement. 🎯Preparation of Financial Statements INTEGRATION & DATA MIGRATION My proficiency extends to software setup and integration with tools such as A2X, Avalara (for sales tax), Tipalti, Bill.com, and Dext. I also have hands-on experience in data migration, seamlessly transferring data from one accounting software to another. 🌟 Why you should choose me over other freelancers 🌟 ✅ Strong Communication: A focus on clear and effective communication, facilitating seamless interactions within the team and with clients. ✅ Timely Responsiveness: Commitment to prompt responses, ensuring efficient progress of tasks and projects. ✅ Organizational Excellence: Impeccable organizational skills contributing to the smooth and successful completion of assignments. ✅ Finance Leadership: Proven experience in leading finance teams, ensuring effective collaboration and task completion. ✅ Pressure Resilience: Ability to thrive under pressure, maintaining composure and delivering results consistently. ✅ Client-Centric Focus: Dedication to client satisfaction, fostering positive relationships and delivering reliable service. I am eager to explore the potential for collaboration and discuss how these attributes align with your team's requirements. I anticipate the opportunity to delve deeper into a potential partnership.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Asset Management
    QuickBooks Online
    Software Integration
    Data Migration
    Data Analysis
    Xero
    Financial Statement
    Budget Planning
    Financial Reporting
    Financial Analysis
    Microsoft Excel
    Intuit QuickBooks
    Cash Flow Analysis
    Accounting
    Bookkeeping
  • $95 hourly

    • 5.0/5
    • (440 jobs)
    Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. Upwork's #1 MOST Successful Bookkeeper! Quickbooks ProAdvisor "Top Tier Elite Status"! Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Also teach Quickbooks to other Accountants, Bookkeepers and Business Owners. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Strong organizational, problem-solving and analytical skills. Super-experienced Bookkeeper with an Accounting Degree, who understands the full cycle of business. Able to manage priorities and workflow. Detail-oriented and very self-motivated. Excellent references available! If you need Quickbooks Consulting or Training, please let me know and I can review those rates too. EXPERIENCE: HCG, Inc., FL 9/91 - Present Accountant / Full Charge Bookkeeper / Quickbooks / Excel and Word Professional Client base consists of established Certified Public Accounting Firms, Ecommerce companies including Ebay Powersellers/Amazon Sellers/Etsy Sellers/Shopify Stores, Start-Ups, Personal Accounting, Real Estate Investors, Property Management Companies, Designers, Attorneys, Manufacturers, Importers, Restaurants, Investment Fund Companies, Executive Recruiters, Physicians, Healthcare Facilities, etc. • Responsible for all Accounting and Bookkeeping functions including Sales Tax Report filings, Daily Accounts Reconciliation, Financial Reporting, Bank Reconciliations, Accounts Receivable, Accounts Payable, Budgeting, Cash Flow Planning, Inter-company Accounting, Inventory and Account Analysis Reporting. • Eliminated Accounts Payable inaccuracies by implementing GL coding systems and documentation protocols. • Preparation of the year-end corporate tax returns and Sales Tax audits. Have also assisted with Forensic Accounting projects. • Audited Accounts Payable invoices and continually located errors in Vendor billing. • Sourced new Vendors and also negotiated current pricing that resulted in 25 to 40 percent savings. • Developed systems for automating office functions to assure that the companies are operating efficiently. • Excel, Word and Quickbooks Trainer, specializing in applications and business systems.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Financial Reporting
    Accounts Payable Management
    QuickBooks Online
    Cost Control
    Employee Training
    Business Consulting
    Financial Accounting
    Bookkeeping
    Account Reconciliation
    Intuit QuickBooks
    Bank Reconciliation
    Microsoft Excel
  • $60 hourly

    • 4.8/5
    • (48 jobs)
    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
  • $125 hourly

    • 5.0/5
    • (197 jobs)
    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.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Accounting Basics
    Strategy
    Tax Law
    Tax Preparation
    Financial Report
    Microsoft Excel
    Tax Return
    Tax Theory
  • $85 hourly

    • 4.8/5
    • (491 jobs)
    "I'm Dr. Gaurav B., a certified valuation expert (ABV®-AICPA, CVA®, ASA) with an MBA, Ph.D., and postdoctoral credentials from top business schools, bringing over 15 years of experience in valuation services, equity research, financial analysis, and projections for tax, financial reporting, and strategic decision-making. With a background in venture capital, I specialize in financial planning, investment analysis, financial modeling, and valuation. As President of Transaction Capital LLC, I’ve completed over 1,500 valuation assignments for a global clientele, including startups, venture capital firms, and corporations across the U.S., Europe, the UAE, the Middle East, and Asia. My expertise includes IRS-compliant valuations, certified 409A valuations, real estate appraisals, and equity research, ensuring accurate and compliant valuations for tax purposes, financial reporting, and informed strategic planning." My valuations are used for M&A, IRS compliance, litigation, equity funding, and strategic planning, offering a reliable foundation for key business decisions. --------------------------------------------------------------------------------------------- Credentials: 🏆 ABV® (Accredited in Business Valuation, AICPA No. 255907545) 🏆 CVA® (Certified Valuation Analyst, NACVA, Credential ID 1020775) 🏆 ASA (Accredited Senior Appraiser, American Society of Appraisers) 🏆 MRICS (Chartered Valuation Surveyor, RICS, Credential ID 0816280) 🏆 GRI Certified Sustainability Professional, Netherlands (Credential ID 85333801) ---------------------------------------------------------------------------------------------- Core Services: 🏆IRS-Certified Valuations for Tax & Financial Reporting 1. 409A Valuations: Accurate and compliant valuations for equity compensation and share-based payments. 2. Certified Tax Appraisals: Estate and gift tax valuations, non-cash charitable contributions, and asset allocation analysis. 🏆 Real Estate Valuation & MRICS Certification 1. Certified Real Estate Appraisals: Comprehensive valuations for multifamily properties, commercial real estate, and development projects. 2. Financial Modeling for Real Estate: Cash flow analysis, NPV, IRR, and REIT structure modeling backed by MRICS accreditation. 🏆Valuations for Financial Reporting 1. Certified Financial Reporting Valuations: Purchase price allocation, goodwill impairment, and fair value assessments under ASC and IFRS standards. 2. Complex Securities & Derivative Valuation: Expert assessments for share-based payments, derivatives, and intangible assets. 🏆Venture Capital & Private Equity Valuations 1. Portfolio Valuation for VC Firms: Specialized support for venture capital and private equity portfolios, including exit strategies and funding rounds. 🏆Sustainability & ESG Valuations 1. Certified Valuations for ESG: Impact assessments for CSR activities and valuations for ESG-focused projects. My certification as a valuation professional ensures that my clients receive credible, thorough valuations that meet IRS and financial reporting standards. Let’s connect to discuss how my specialized services can support your tax compliance, financial reporting, and strategic goals.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Financial Projection
    Equity Research & Analysis
    Financial Analysis & Valuation
    Valuation
    Equity Valuation
    Discounted Cash Flow
    Real Estate Financial Modeling
    Real Estate Appraisal
    Financial Prospectus Writing
    Venture Capital Consulting
    Business Valuation
    Startup Consulting
    Financial Analysis
    Company Valuation
    Equity Research
  • $28 hourly

    • 5.0/5
    • (31 jobs)
    I am a certified QuickBooks Online ProAdvisor and experienced accountant with over four years of experience working as a remote bookkeeper with nonprofit and for-profit organizations in the USA. I have expertise in the following areas: - Clean-up projects to fix the years of messy data. Get your books clean in no time. - Categorizing Bank and Credit Card Transactions - Month-end close -Year-end finalization - Reconciling Bank Accounts and Credit Cards - Setting up and maintaining the Chart of Accounts - Reconciling Stripe, PayPal, Ramp, Bill.com, and Square transactions - Process bill using Bill.com - Processing payroll using QuickBooks Payroll and GUSTO - Integrating Bank and Payment Processors - GAAP - Financial Reports: Balance Sheet and Profit and Loss - Filing 1099s using QuickBooks Online or tax1099.com - Using A2X, SaasAnt, Clickup, Hubstaff, and Excel Nonprofits: -I have handled the bookkeeping for more than 20 nonprofit organizations in California. - Tracking Grant Expenses using Sub-Customers or Projects - Recording donations from donation platforms like Give Lively, Zeffy, Benevity, GiveButter, PayPal Giving Fund, Network for Good, Donorbox, and DonorPerfect - Fund Accounting - Nonprofit GAAP - Functional Expenses Reports - Payroll Processing - Data migration - Expense Allocation (Programs, Fundraising, and G&M) - Producing comprehensive financial reports, including Statements of financial position, statements of activities, and Restricted Funds Reports. - Utilizing Google Workspace (Sheets and Doc) - Office 360 (Excel, Word, etc.) I can help you to keep your books accurate and up to date.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Bill.com
    Church
    Religious, Charitable & Nonprofit
    Nonprofit
    Stripe
    QuickBooks Online
    Gusto
    PayPal
    Accounting
    Account Reconciliation
    Bank Reconciliation
    Bookkeeping
    Payroll Accounting
    Intuit QuickBooks
  • $95 hourly

    • 5.0/5
    • (184 jobs)
    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 a 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
  • $100 hourly

    • 4.8/5
    • (52 jobs)
    I solve problems and create growth opportunities in your business. How: by blending data, technology & finance. "Data is Everywhere, Let's Use It"!!! MY SERVICES: - Creating Profitable Growth! (CashFlow, Profit-Studies, Cost-Controls) - Financial Modeling, Forecasting, Budgets, and Projections (Excel, Sheets, Python) - Data-Modeling & Pipelines (PBI, Docker, Kubernetes, Prefect, Snowflake, dbt, Spark)* - Automating Processes using RPA (Zapier, Power Automate, Make, UIPath)* - Database & Analytics Solutions (SQL Server, PostgreSQL, SQLite, Azure, Fabric)* - Predict Outcomes with Data-Science (Python) - Business Intelligence Solutions (PBI, Tableau, Looker, Canva, LucidChart)* - Upgrade Antiquated Finance Systems * - Systems: CRM, ERP, Quickbooks & More * - Create FP&A Apps & Tools (MS Power Apps & Dataverse, AppSheet, Airtable, API) - Business Consulting - Start-Up Coaching & Planning - Valuation Analysis *Services provided with assistance of outsourced talent (US Based only, never offshore). MY BACKGROUND: I have helped others in finance & data for nearly 30 years, including 15 years in business valuation. I have worked for private and publicy-traded companies as an employee and as a consultant. My real strength is blending technology with finance to solve unique problems -- and to discover opportunities. I have wide-ranging Technical Expertise. My Data Science education and experience allows me to find patterns in enterprise data and to make fairly accurate predictions. I use Automation Tools to upgrade mundane, repetitive processes and save time. As well, I help my clients 'grow-up' their data systems and Excel dependencies. I am comfortable working with all members of a company, from C-Suite to analyst. My professional maturity helps guide me to create usable solutions, absent consultant-fluff. I have a reputation for Providing "Quality Deliverables" that work the first time and this has resulted in a 100% JSS and a Top-Rated + badge on UW. I would love to provide a free 30 minute consultation and look forward to meeting you here on Upwork. Thank you for visiting, Mark
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Google Sheets
    Data Analysis
    Tableau
    Market Analysis
    Business Valuation
    Microsoft Access
    Dashboard
    Python
    Data Science
    SQL
    Cash Flow Software
    Microsoft Power BI
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $20 hourly

    • 5.0/5
    • (109 jobs)
    20+ years experience at top tier consulting firm (Ernst & Young), Investment Funds Auditor, Fund Accountant, Tax Advisor for Ireland and the UK, and a financial consultant. I have participated and successfully completed number of projects: Forecasting and budgeting; Financial planning and analysis; External and Internal Audits Listed Companies and Financial reporting; Virtual CFO / financial controller. Book keeping Business Planning Tax Filings - VAT,. Payroll, Corporation tax, Income tax I have worked with top tier firms as well as start-ups. I hold a degree in Accounting and Finance from Liverpool John Moores University , UK and I am an a member of Institute of Chartered Accountant in Ireland (ACA) since 2010. My experience ranges from direct input to reporting to budgeting. Industries I have intimate knowledge of are ecommerce, banking and capital markets, manufacturing, retail, and hospitality.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Bookkeeping
    Tax Law Compliance
    Value-Added Tax
    Xero
    Corporate Law
    Management Consulting
    Corporate Tax
    Business Plan
    Intuit QuickBooks
    Accounting
    Payroll Accounting
    Tax Return
    Tax Preparation
  • $55 hourly

    • 5.0/5
    • (32 jobs)
    I specialize in providing bookkeeping and accounting services towards helping clients find opportunities to gain efficiencies and scale their businesses. I strive to utilize my 10+ years of experience to deliver reliable, consistent, and quality service. My services include: Bookkeeping: - Full-cycle bookkeeping (Invoicing, AP, AR, Journal entries) - Account Reconciliations - Time & Expense tracking - Sales tax filing - Month/Annual reporting - Data curation (vlookups, pivot tables, charts, advanced formulas) - Payroll administration Fractional CFO/ Business Strategy - Operational analysis and improvement - Strategy development - Change management I enjoy working with organizations of all sizes. If you are looking for a professional with a great personality, look no further! I look forward to a long-term, mutually beneficial partnership with you!
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Interpersonal Skills
    Financial Accounting
    Business Strategy
    Microsoft Excel
    Accounting Basics
    Bookkeeping
    Transaction Data Entry
    Accounts Receivable
    Bank Reconciliation
    Data Entry
    Budget Management
    Accounts Payable
    Intuit QuickBooks
  • $15 hourly

    • 4.7/5
    • (427 jobs)
    Muhammad Qasim Mughal Netsuite Xero Certified QuickBooks Online Proadvisor Quickbooks Online Advanced Certified Clio Manage Clio Accounting ACCA (Accountant) CFA Charter Holder ( Chartered Financial Analyst, Financial Modelling & Wealth Management Expert) I have proudly aided various clients in different industries to their gratification. Now I have +8 Years of experience in the arena of Accounting, Auditing, Management Consultancy, and Financial Advisory Services. I have finalized statutory audits of many organizations under my supervision. I believe in perfection so any project provided to me will be accomplished with excellence. I do Provide the Following Services: Accounting Services: Bookkeeping, Netsuite, Sage One, Quickbooks, Xero, Financial Reporting, ERP/CRM Consultant, System Documentation Business Consultant: Valuation, Forecasting, Budgeting, Equity Research, Business Plan, Feasibility Studies, System Integration, Working capital Management, Performa Statement Audit & Assurance: Internal Auditing, External Auditing (Non-Statutory), Compilation, Forensic Auditing, Fraud Investigation Here are some of the elements that set me apart: - I will always complete my projects by our established timelines. - I provide free support for 60 days to ensure your project is functional and understood. - I am happy to train you or a team member on use via Skype or telephone. - You will get clear, friendly communication throughout your engagement. Regards M. Qasim Mughal
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    Xero
    Buildium
    Financial Analysis
    Financial Reporting
    Asset Management
    Cost Accounting
    Technical Writing
    Financial Management
    WooCommerce
    Financial Modeling
    Balance Sheet
    Financial Audit
    Bookkeeping
    Income Statement
    Intuit QuickBooks
  • $150 hourly

    • 5.0/5
    • (66 jobs)
    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.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Taxes
    Corporate Tax
    Investment Strategy
    S-Corporation
    Investment Banking
    Financial Accounting
    Venture Capital Consulting
    CPA
    Business Valuation
    Financial Modeling
    Mergers & Acquisitions
    Fundraising
    Intuit QuickBooks
  • $80 hourly

    • 4.9/5
    • (20 jobs)
    (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.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Business Cases
    Startup Consulting
    Business Consulting
    Financial Projection
    Financial Management
    Business Management
    Financial Modeling
    Financial Planning
    Cash Flow Modeling
    Business Plan
    Process Design
  • $65 hourly

    • 4.0/5
    • (108 jobs)
    I have spent 20 years in Real Estate and Mortgage related fields. I have established Property Management businesses from the ground up utilizing Buildium software as well as Quickbooks (although Buildium is a much more proficient system for this). I have an exceptional eye for detail. I know a plethora of programs and those that I do not know, I learn quickly. I work well individually or collaborating with a team. I am a take charge kind of person and am not afraid to ask questions. My goal is to help you with your back end needs so that you can focus on your clients and building your business. A few areas of expertise I have are: Accounts Receivable & Payable Bank Reconciliation including 3 way trust reconciliations Bookkeeping Clean Up (if you've got a mess, I can clean it!) Business & Personal Accounting Detailed General Ledger Reports General Journal Entries Invoicing & Billing Outsourced Bookkeeping Profit & Loss Statements, Balance Sheets Year-End and 1099 Reporting Software's: QuickBooks Pro Mac & PC & QuickBooks Online, Buildium, Rent Vine, RentPost, AppFolio, Yardi Breeze, Propertyware, Rentec Processes: Owner Draws, Vendor payables, company receivables, collecting management fees, keeping PM companies compliant with trust accounting requirements. 20+ years' experience - Real Estate & Property Management Pro Accountant Reliable, trustworthy and over twenty years in business environments dealing with financials, credit and investments.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Property Management Software
    QuickBooks Online
    Accounting Principles & Practices
    Wave Accounting
    Accounts Receivable Management
    Accounts Payable Management
    Buildium
    Management Skills
    AppFolio
    Intuit QuickBooks
    Bookkeeping
    Accounting Software
    Customer Service
    Bank Reconciliation
  • $175 hourly

    • 4.7/5
    • (22 jobs)
    Over 13 years of NetSuite experience improving business operations, accounting and financial processes, streamlining supply chain management, and enhance customer relationships. I have extensive NetSuite experienced, including full implementations, customization, integration, development and NetSuite leading practices. I bring a comprehensive skill set to improve business operations, accounting and financial transparency, streamline supply chain management, and enhance customer relationships. I also have extensive experience with Quickbooks Online and managing full cycle accounting processes for small / midsize companies. NetSuite experience: ERP, CRM, WMS, SuiteCommerce Advanced, SuiteCommerce InStore, Marketing, Supply Management, Custom Searches & Reports, Workflows, Automation, FP&A TECHNOLOGIES Accounting & ERP: NetSuite (ERP, WMS, Payroll, SuitePeople, CRM), Quickbooks Analytics: NetSuite (SuiteAnalytics, Reports, Searches, Dashboards), Google Analytics, Microsoft Power BI, Tableau eCommerce: NetSuite eCommerce, Amazon FBA/FBM, SuiteCommerce, Shopify Marketing: Google Adwords, Bing Adcenter, Facebook Ads Software Suite: Microsoft (Adv. Excel, Word, Powerpoint, Outlook, Access), G Suite (Google Docs, Sheets, Slides) Remote Tools: Zoom, Hangouts, Google Drive, OneDrive, Dropbox, Asana, Todoist, Notion
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Business Analysis
    Management Consulting
    NetSuite Development
    NetSuite Administration
    Financial Analysis
    Automation
    Bookkeeping
    Data Visualization
    Financial Reporting
    Project Management
    Intuit QuickBooks
    Oracle NetSuite
  • $125 hourly

    • 5.0/5
    • (53 jobs)
    Book a meeting: calendly.com/kuberbindra/30min 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, Man Group (Hedge Fund), Pegase Capital and Blacksoil Capital in Europe, US and India. Demonstrated history in providing strategic and corporate finance services to the clients globally. Key skills and services include: Specialized in M&A, Venture Capital, Private Equity and Project Finance deals with top rated skills in Financial modeling, Pitch decks, Business Plans and Financial / data analysis, . A quick snapshot of services provided: - Pitch Deck / Investor Deck / Presentations - Startup consulting, pro-forma projections and materials - Forecasting and TWCF cashflow analysis - DCF/Valuation Models - Business plans and market research - Financial models for real estate projects - Financial models at a fund level and also at portfolio level - Financial models for Leveraged Buyouts and mergers - Review/auditing of financial models - 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.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Business Development
    Investment Research
    Private Equity
    Mergers & Acquisitions
    Financial Management
    Corporate Finance
    Investment Banking
    Financial Modeling
    Financial Analysis
    Company Valuation
  • $250 hourly

    • 4.9/5
    • (169 jobs)
    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."
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    CPA
    Financial Modeling
    Business Valuation
    Litigation
    Business Analysis
    Business Plan
    Intuit QuickBooks
    Budget Management
    Microsoft Excel
  • $100 hourly

    • 4.8/5
    • (182 jobs)
    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!
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Immigration Business Plan
    Bookkeeping
    QuickBooks Online
    Business Plan Writing
    Business Planning & Strategy
    Microsoft PowerPoint
    Financial Writing
    Pitchbook
    Financial Analysis
    Business Plan
    Financial Statement
    Report Writing
    Academic Writing
    Financial Audit
    Microsoft Excel
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