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  • $30 hourly
    • 5.0/5
    • (11 jobs)
    Experience in: โ€ข QuickBooks (QBO) / QB Desktop & Online / SAP / Xero / Netsuite & Major ERPs. โ€ข Procore & Buildertrend. โ€ข Bookkeeping & Accounting. โ€ข Accounts Receivables (AR) / Collections, Accounts Payables (AP), Treasury, Bank account reconciliation, Cashflow & Forecast. โ€ข Excel, Google Sheets, VBA/Macros and Power Bi. ***** โ€ข Fluent English โ€ข 300 Mbps Stable internet speed. / Windows 10 - i5 - 8GB RAM โ€ข Western hemisphere Time Zone (USA / Canada & Latam) - Pacific Time to Eastern Time availability ***** With 10 years of experience in finance positions, I bring a strong understanding of accounting, accounts payable and accounts receivable to the table. My background spans across the software/IT and consumer goods industries, honing my skills in problem resolution, creative thinking and effective communication. My experience in shared service centers has allowed me to effectively collaborate with team members, both on-site and remotely. Fluently bilingual in Spanish and English, I have a proven track record in utilizing technology to streamline processes and improve user experience. My expertise in Microsoft Office Suite and SAP, particularly in MS Excel, has resulted in successful automation of processes and reports. I am a results-driven individual who is constantly seeking opportunities to add value and streamline inefficiencies. My focus on standardization has enabled me to simplify time-consuming tasks, freeing up time for more meaningful contributions. I am a driven and detail-oriented professional with a passion for using my technical skills to solve complex financial problems. With my ability to think outside the box and my dedication to continuous learning, I am confident in my ability to provide valuable insights and deliver tangible results for my organization. Whether working independently or as part of a team, I am committed to delivering high-quality work and exceeding expectations. In addition to my finance background, I am a natural communicator who values open and transparent dialogue. I believe that effective communication is key to successful collaboration, and I strive to maintain open lines of communication with my colleagues and stakeholders. My linguistic skills and ability to adapt to different cultural backgrounds make me a valuable asset to any organization. Keywords: Finance, Accounting, Treasury, Banking, Excel, SAP, Procore, QBO, QuickBooks, AR, Collections, Receivables, Cash Flow, Accountant, Fieldglass, kyriba, Bank, A/R, Buildertrend, Builder trend, Construction, IFRS, US GAAP, bill, bill.com, cleanup, Bank reconciliation, CPA, billing, account management, bookkeeper, GL, Project Manager, estimator, estimation, spreadsheets,
    Featured Skill Treasury Management
    Finance & Accounting
    Accounts Receivable Management
    Procore
    Administrative Support
    Bookkeeping
    Intuit QuickBooks
    Accounts Payable
    Microsoft Excel
    SAP
    Invoicing
    Cash Flow Analysis
    Accounts Receivable
  • $250 hourly
    • 5.0/5
    • (96 jobs)
    PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.
    Featured Skill Treasury Management
    Fundraising
    Executive Summary
    Business Modeling
    Growth Strategy
    Analytics
    Corporate Strategy
    Business Presentation
    Startup Consulting
    Venture Capital Consulting
    Entrepreneurship
    Financial Analysis
    Strategy
    Financial Modeling
    Business Plan
  • $30 hourly
    • 4.8/5
    • (92 jobs)
    With a first degree in Statistics and Master's in Financial Economics, I enhanced my knowledge in Statistics, Economics, and Financial related disciplines. I am currently working as a research analyst in a leading Bank. With 12 years of research experience, I managed to improve my expertise in data analysis, web research, economic research, and other related areas. Currently, I am pursuing the CFA Level 3 examination. I am also a visiting lecturer in statistics, international finance, and financial markets and institutions. I have good knowledge of statistical packages (Eviews, Minitab, SPSS) and Microsoft office packages (Excel, Word, Powerpoint). I am currently working as a freelancer for nine years and have completed various kinds of jobs. I try my best to satisfy my clients by fulfilling their requirements with high quality and error-free deliverables.
    Featured Skill Treasury Management
    Probability Theory
    Microsoft Excel
    Minitab
    Statistics
    Statistical Analysis
    Hypothesis Testing
    Tutoring
    Linear Regression
    EViews
    Econometrics
    RStudio
    Stata
    Data Analysis
    R
  • $175 hourly
    • 5.0/5
    • (24 jobs)
    Having spent more than 16 years in the Finance and Management industries, I successfully enabled over 100 entrepreneurs, companies, non-profits and governments to expand their business, manage their finances, develop their economies and right-size their operations. As a fractional Chief Financial Officer and Chief Operating Officer, I assisted several startups in various industries (such as E-Commerce, SaaS, Web3, Crypto, Medtech, venture capital, energy, etc) in building their financial and operational capabilities, including: - developing accounting policies and controls; - managing accounting processes such as monthly closes, A/R, A/P, Reconciliation and Reporting; - developing HR and IT functions, including hiring process and technology management program; - running and integrating ERP systems with payment processing and accounting systems (Quickbooks, Netsuite, Xero, Quickbase, Paypal, Expensify, etc) - building a strategic finance function, including budgeting, KPI development, Financial Planning and Analysis - assisting with fundraising strategies and equity management, including management of third-party systems such as Carta During my stint as an Investment Banker, I managed many acquisitions and divestitures from sourcing to closing, and helped clients to develop: - business strategy - competitive landscape analysis - financial forecasts - fundraising and sales pitch decks - board presentations - business valuation - transaction management and negotiation During my stint as a portfolio manager, I assisted in achieving the targeted returns through developing: - risk-based allocation strategies - hedging and dynamic portfolio management tools - customized benchmarking During my stint as a fixed income trader, I helped companies to understand the capital markets and provided liquidity to market participants through creating: - risk management and pricing models - market analysis and idea generation As a Chartered Financial Consultant, I help individuals and companies to manage and expand their wealth according to their needs through: - expense tracking models - risk-based wealth management strategies - optimization of income production and debt reduction - life planning strategies Through my wealth of experience and versatile skill sets, I hope to be able to assist you in meeting your goals. Looking forward to having a conversation, and hopefully working with you!
    Featured Skill Treasury Management
    Company Valuation
    Investment Strategy
    People Management
    Financial Modeling
    Shareholder Relationship
    Investor Overview
    Entrepreneurship
    Venture Capital Consulting
    Business Services
    Business Analysis
    Financial Analysis
    Presentations
  • $100 hourly
    • 5.0/5
    • (19 jobs)
    Hello! Allow me to tell you a bit about myself: I have the following credentials: QuickBooks online ProAdvisor Bachelors and a MBA in Accounting Certified Professional Bookkeeper As a small business owner, former corporate financial controller and bookkeeper, I offer a wealth of experience in both small, medium and large businesses. I have a strong accounting, bookkeeping and tax background with over 30 years of experience. I pride myself on my ability to review a companyโ€™s processes and financials and quickly recognize opportunities. In most cases, a simple review can result in an improved cash position to the tune of a couple of thousand dollars. What I offer: โ€ข. Fractional CFO Services โ€ข Construction Accounting; WIP, Revenue % of Completion, Job Costing, Indirect Allocations โ€ข Accounting โ€ข Bookkeeping โ€ข Payroll โ€ข Income Tax Preparation (Individual, Sole Proprietorship, Partnership/LLC, S-Corp, and C Corp) โ€ข Business Consulting & CFO Services โ€ข Ongoing support โ€ข QuickBooks setup โ€ข. ComputerEase โ€ข Month End Close, Bank reconciliation and Financial reporting โ€ข Custom reporting โ€ข Fixed assets and inventory tracking โ€ข Year-end adjustments โ€ข Financial Coaching โ€ข Exit strategy โ€ข Budgeting โ€ข Cash Flow Projections Ready to focus solely on your customers and growing your Business? Letโ€™s talk about how we can do this together!
    Featured Skill Treasury Management
    AppFolio
    Cost Accounting
    Bookkeeping
    Yardi Software
    Budget Management
    Bank Reconciliation
    General Ledger
    Chart of Accounts
    Accounting Principles & Practices
    Cash Flow Analysis
    Financial Accounting
    Financial Report
    Microsoft Excel
    Intuit QuickBooks
  • $15 hourly
    • 5.0/5
    • (17 jobs)
    Hello, I am Smit Shah from India, a Chartered Accountant (equivalent to CPA). I work as a freelancer in Finance, Accounts & Book Keeping, Taxation, Financial Modeling and Analysis, Automation. I have a total of 7 years of experience. I have demonstrated a history of working in the Bookkeeping and Accounting field. โ€ข Countries served - U.K, USA, Australia & NZ, India, UAE, South East Asia, Middle East Africa etc., โ€ข Accounting Software expertise: SAP, QuickBooks, XERO, Tally, ZOHO Books, Wave, Netsuite, Sage etc. โ€ข Clientele includes companies engaged in the Profession services, Infrastructure sector, Utility projects, E-commerce, Real Estate Businesses, Manufacturing plants, etc. I am; โ€ข Certified QuickBooks PRO Advisor (Check portfolio section) โ€ข Tally ERP Gold Partner โ€ข XERO Certified. I have prepared financial models for diversified companies engaged in the Infrastructure sector, Utility projects, Real Estate Businesses, Manufacturing plants, etc. (Check portfolio section) I also have a deep interest in Excel VBA and have developed many VBA projects based on excel, which can automate several procedures or tasks. Such as complete Automated Invoice Generation Tool, Bulk Invoice Generation Tool, Quotation maker, Check Printing/ Form Printing tools, etc. Thanks for a visit.
    Featured Skill Treasury Management
    Automation
    Spreadsheet Macros
    Dashboard
    Financial Modeling
    Data Visualization
    Data Modeling
    Tally.ERP
    Xero
    Accounts Receivable
    Intuit QuickBooks
    Tax Preparation
    Bank Reconciliation
    SAP
    Bookkeeping
  • $110 hourly
    • 3.6/5
    • (24 jobs)
    As a Top Rated Plus freelancer with over $100k earned on Upwork, I work with business owners who have a need for improvement and/or oversight of their accounting processes and teams. My clients often seek my services after a major event that is driven by inaccuracies and inefficiencies in their current accounting system. These issues not only cause errors in the financial data, but often prevent the business from having timely financial information to make business decisions. Additionally, it limits their ability to provide sound reporting of financial data to external partners. Nothing brings me greater joy in my career than having a business owner tell me "This is the first time I've ever received reports on how my business is performing". In order to achieve that success, I work directly with the business owner and/or internal accounting teams to quickly assess and fix existing issues. We then create a weekly process to keep systems moving and addresses issues immediately. I train existing staff on how to perform the necessary steps for monthly completion of the entire accounting cycle . Once everything is developed and working smoothly, I can continue to support the business through quarterly reviews and general oversight to ensure the integrity of the accounting data is maintained. My Accounting career spans over 25 years and started as a Bookkeeper for a construction company while in college earning my Bachelors degree in Accounting and Masters degree in Business Administration. Throughout my career I progressed into more challenging roles such as Accounting Manager and Controller for businesses in a variety of industries. During my corporate career I was a Senior Director for a Fortune 50 company with a staff of over 40. In 2018, I left corporate life to work as a freelancer. I absolutely love working directly with business owners and helping to make a difference in the profitability of their businesses. Examples of work completed for clients: - Accounting System Set-up/Consulting - Quarterly & Year End Bookkeeping Review - Bookkeeper Training & Mentorship - Accounting Staff Leadership - Cash Flow Planning/ Business Forecasting - Budget Creation and Variance Analysis - Expense Management - CPA/Tax Coordination Some of my current and past clients include: E-Commerce, CBD Manufacturer, Architectural Firm, Real Estate Developer, Interior Designer, Construction Trade Contractor, Property Management Companies, Condo/Home Owner Associations, Engineering Firm, Staffing Agency & multiple Professional Service Businesses.
    Featured Skill Treasury Management
    Financial Reporting
    Forecasting
    Bookkeeping
    Business Management
    Xero
    Financial Analysis
    Budget Management
    Accounts Receivable
    Bank Reconciliation
    Cash Flow Analysis
    Invoicing
    Accounts Payable
  • $30 hourly
    • 5.0/5
    • (2 jobs)
    SUMMARY I am a responsible, committed, and self-taught Senior Accountant who responds appropriately, competently, and comprehensively to teamwork. I accept challenges and goals with pleasure, and I'm always interested in professional updating. I have knowledge in accounting packages SAP Business One, Siigo, Helisa, Word Office, Novasoft, management of advanced Excel. I am an attentive, sincere professional with good interpersonal relationships, and with knowledge in International Financial Reporting Standards. Areas of interest: Insurance, finance, and tax
    Featured Skill Treasury Management
    SAP BusinessOne
    Finance & Accounting
    Financial Analysis
    SAP Fiori
    Office 365
    Accounts Payable Management
    Accounting Basics
    Microsoft Excel
    Financial Report
  • $45 hourly
    • 4.1/5
    • (41 jobs)
    Greetings!! I have over 12 years of professional experience working in Investment Banks, Real Estate and for Startups. My roles include financial analyst, equity research, investment analyst, business analyst, director of real estate development, and business consultant for startups. My expertise is focused on equity investments, financial statement analysis, business valuations, Investment advisory and financial modelling. In my most recent projects, I have worked with people in financial services, financial management, fintech, real estate development, private equity, startups, and web application industries. Key Achievements๐Ÿ†๐Ÿ†๐Ÿ†(A Top-Rated Freelancer) : ๐Ÿš€ Financial Forecasting: Created financial statement forecasts for 150+ companies (public limited and private limited, including startups). ๐Ÿš€ Real Estate Financial Modeling: Built financial models for $50 M+ in projects(Single-family apartments, Multi-family apartments, Mixed-use, Condos and Hotel development projects). ๐Ÿš€ Investment Advisory: Portfolios worth $ 20 M+, advising clients on asset allocation, investment management, risk management, and optimising returns, leading to a 12 %+ average annual growth rate of the portfolio securities. ๐Ÿš€ Stock Valuation: Prepare detailed research reports on 120+ stocks, helping clients earn 20 %+ returns on stock recommendations in the last 3 years. ๐Ÿš€ Technical Analysis: Achieved 75% success in stock trades, price actions and sentiment analysis. ๐Ÿš€ Financial Modeling: Built financial models for startups that helped raise $ 10 M+ and completed financial models for M&A deals worth $ 20 M+. ๐Ÿš€ Financial Planner: Delivered customised financial plans(For Individuals, Couples, and Companies) that improved the cash flow efficiency of clients by 30% through strategic planning. Skills Summary: ๐Ÿ’Ž Financial Skills: Modeling, planning, equity research, and trading. ๐Ÿ’Ž Real Estate: Planning, appraisals, and modelling. ๐Ÿ’Ž Accounting: Knowledge of IFRS and US GAAP. ๐Ÿ’Ž Business Strategy: Financial forecasting, fundraising, and investor presentations. ๐Ÿ’Ž Project Management: Complete project planning and delivery. ๐Ÿ’Ž Trading: Stocks, commodities, crypto, and forex. Technical & Soft Skills: ๐ŸŽฏ Excel Expert: Advanced formulas, pivot tables, and macros. ๐ŸŽฏ Project Management Tools: Agile, Jira, SQL queries, and SPSS. ๐ŸŽฏ Design & Content Creation: Financial websites and ethical web scraping. "The difference between ordinary and extraordinary is that little extra." โ€“ Jimmy Johnson Letโ€™s collaborate to solve problems and the project's challenges and achieve our financial goals.
    Featured Skill Treasury Management
    Python
    SaaS
    MetaTrader 5
    Private Equity
    Venture Capital Consulting
    Financial Reporting
    Finance & Accounting
    Business Analysis
    Financial Analysis
    Company Valuation
    Derivatives Trading
    Real Estate Appraisal
    Financial Modeling
    Investment Research
  • $160 hourly
    • 5.0/5
    • (340 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: โ€ข Business growth and execution coaching. โ€ข Start-up guidance, coaching, and advisory. โ€ข Business plans. โ€ข Financial modeling, forecasting, budgets, and projections. โ€ข M & A assistance, including due diligence and business valuation. โ€ข Capital raising/financing assistance. โ€ข Strategic planning. โ€ข Exit planning and sale readiness. โ€ข Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: โ€ข Technology and SaaS. โ€ข E-commerce and retail. โ€ข Service businesses, both B-to B, and B-to C. โ€ข Health care. โ€ข Real estate and construction. โ€ข Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    Featured Skill Treasury Management
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $195 hourly
    • 5.0/5
    • (43 jobs)
    Retired C level executive and Big-4 partner with extensive public company CFO, finance, investor relations, accounting, M&A, tax, and risk management skill set. I'm available for interesting and challenging finance, accounting, and tax consulting projects such as financial due diligence, technical accounting consultation, equity plan design, tax consulting, debt restructuring and refinancing, and regulatory or litigation related finance and accounting support. I don't do tax compliance (tax returns), bookkeeping, or business development; there are many other Upworker's than can better provide those services! Services provided though Ashbourne Consulting LLC
    Featured Skill Treasury Management
    Accounting Principles & Practices
    Tax Strategy
    Corporate Governance
    Tax Planning & Advisory
    Stock Option Agreement
    Tax Law
    Corporate Tax
    Corporate Finance
    CPA
    GAAP
  • $245 hourly
    • 4.8/5
    • (280 jobs)
    I am a licensed Texas attorney, working out of Austin. I enjoy working with small business and startups accomplish their goals. My areas of focus include: โ€ข Asset Protection โ€ข Business Formation โ€ข Contract Drafting โ€ข Document Review โ€ข Real Estate โ€ข Securities โ€ข Tax
    Featured Skill Treasury Management
    Cryptocurrency
    SEC Regulation
    Real Estate Law
    Trust, Estate & Will Agreement
    Legal Consulting
    State Bar of Texas
    Corporate Law
    Contract Law
    Employment Law
    Tax Law
    Contract Drafting
  • $50 hourly
    • 5.0/5
    • (45 jobs)
    Top-Rated Finance Expert | 100% Job Success | ACCA & MSc in Finance With over nine years of expertise in financial management, tax optimization, and process automation, I help businesses streamline financial operations, reduce costs, and drive profitability. My experience spans multinational organizations and startups, where I have successfully implemented tax-efficient structures, automated financial workflows, and provided strategic insights to CEOs and Directors. Why Work With Me? o 100% Job Success Rate โ€“ Proven track record of delivering results o ACCA Member (Audit & Tax) + MSc in Finance (University of Wales) โ€“ Strong technical and analytical foundation o Finance & Tax Optimization Expert โ€“ Helping businesses minimize costs and maximize profits o Process Automation & Efficiency โ€“ Leveraging technology to streamline financial operations o Multinational & Startup Experience โ€“ Adapting to dynamic and multicultural environments How I Can Help Your Business Financial Strategy & Planning o Business plan preparation o Financial forecasting and projections o Budgeting and cash flow management Accounting & Financial Reporting o Profit and loss statements o Balance sheet preparation o Consolidated financial statements Tax & Cost Optimization o Group tax-efficient structure design o Cost-saving strategies Automation & Process Improvement o Financial workflow automation o Process optimization and system implementation Investor & Stakeholder Support o Pitch deck and investor presentation preparation o Drafting legal contracts I am passionate about using data-driven insights, financial strategy, and automation to help businesses scale efficiently. Letโ€™s discuss how I can help you achieve your financial and strategic goals.
    Featured Skill Treasury Management
    Website Content
    Inventory Management
    PDF Conversion
    Bookkeeping
    Web Development
    Translation
    Process Development
    Financial Statements Preparation
    Accounting Advisory
    Accounting Tools Setup
    Xero
    Financial Model
    Contract Drafting
    Tax Strategy
    Organizational Structure
    Cost Control
    Project Management
    Automation
    Budget
    Financial Planning
    Microsoft Office
  • $90 hourly
    • 4.8/5
    • (191 jobs)
    ๐ŸŽ“ Ex-KPMG Consultant | ๐‚๐…๐€ยฎ | CA | FRMยฎ | Excel Ninja ๐Ÿ† ๐“๐จ๐ฉ ๐Ÿ‘% of Freelancers on Upwork | ๐Ÿ๐ŸŽ๐ŸŽ% Job Success Score ๐Ÿ“œ ๐Ÿ๐Ÿ–๐ŸŽ+ Financial Modeling Jobs Completed |โณ ๐Ÿ–+ Years of Experience ๐Œ๐ฒ ๐€๐ฉ๐ฉ๐ซ๐จ๐š๐œ๐ก:- I specialise in creating financial models that donโ€™t just crunch numbers but tell the story of your business. None of my models are the same โ€” each one is custom-built to fit the specific needs of the client and their business. This is why my clients rely on my models daily to assess the impact of key decisions. For me, a financial model isnโ€™t just a formality to raise finance; itโ€™s a written story of your business, told through numbers. ๐Œ๐ฒ ๐๐ซ๐จ๐œ๐ž๐ฌ๐ฌ:- I follow a clear, step-by-step approach to ensure that your financial model is tailored to your business's specific needs and delivered with the highest quality. โžค I begin with a call to fully understand your business and financial needs. โžค We finalise the scope, timeline, and cost, ensuring clear expectations. โžค I gather all necessary documents and ensure I fully understand your business before starting. โžค I deliver the first draft and a Loom video walkthrough to explain the model. โžค I make any updates based on your feedback and donโ€™t close the contract until youโ€™re fully satisfied. โžค Even after the contract is closed, Iโ€™m available for future updates. Expect a reply within a day, even if you reach out after a year. ๐–๐ก๐จ ๐ˆ ๐–๐จ๐ซ๐ค ๐–๐ข๐ญ๐ก: I specialise in working with clients who need expert financial modelling to drive their business decisions. My primary clients include: โžค Startups & Entrepreneurs โ€“ I help new ventures secure funding and validate business ideas with investor-ready financial models tailored to their needs. โžค Investment Firms & Private Equity โ€“ I provide in-depth financial analysis, risk assessment, and ROI modelling to guide smart investment decisions. โžค Real Estate Developers & Investors โ€“ My expertise in building detailed pro forma models ensures successful property developments and investment outcomes. โžค Corporate Finance Departments โ€“ I offer precise budgeting, forecasting, and financial planning to support corporate growth and decision-making. โžค Consulting Firms โ€“ I partner with consultants to deliver bespoke financial models that support mergers, acquisitions, and other strategic initiatives. Whether youโ€™re raising capital, managing investments, or optimising your financial planning, I can craft custom financial solutions to meet your needs. ๐–๐ก๐ฒ ๐‚๐ฅ๐ข๐ž๐ง๐ญ๐ฌ ๐“๐ซ๐ฎ๐ฌ๐ญ ๐Œ๐ž:- โ– "Neerajโ€™s financial model provided the clarity we needed to raise capital. His attention to detail and understanding of our business was impressive." - ๐‘ฑ๐’‚๐’“๐’†๐’… ๐‘บ๐’‚๐’“๐’ƒ๐’Š๐’•, ๐‘ช๐‘ฌ๐‘ถ (๐‘ท๐’Š๐’„๐’•๐’–๐’“๐’† ๐‘ท๐’†๐’“๐’‡๐’†๐’„๐’• ๐‘ช๐’๐’†๐’‚๐’๐’Š๐’๐’ˆ) โ– "The model Neeraj built is one I use every day. His efficiency and expertise make him a fantastic partner for financial modelling." - ๐‘น๐’‚๐’Ž๐’•๐’Š๐’ ๐‘ต๐’Š๐’Œ๐’›๐’‚๐’…, ๐‘ช๐’-๐‘ญ๐’๐’–๐’๐’…๐’†๐’“ (๐‘ญ๐’๐’“๐’•๐’“๐’†๐’”๐’” ๐‘ท๐’“๐’†๐’”๐’†๐’๐’•๐’”) ๐‹๐ž๐ญโ€™๐ฌ ๐ƒ๐ข๐ฌ๐œ๐ฎ๐ฌ๐ฌ ๐‡๐จ๐ฐ ๐ˆ ๐‚๐š๐ง ๐‡๐ž๐ฅ๐ฉ ๐˜๐จ๐ฎ๐ซ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ:- ๐Ÿ’ฌ Send me a message today, and weโ€™ll discuss how I can tailor a financial solution to meet your business needs. ๐‘ต๐’๐’•๐’†:- ๐‘ฐ ๐’˜๐’๐’“๐’Œ ๐’Š๐’๐’…๐’†๐’‘๐’†๐’๐’…๐’†๐’๐’•๐’๐’š, ๐’”๐’ ๐’š๐’๐’–'๐’๐’ ๐’‚๐’๐’˜๐’‚๐’š๐’” ๐’Œ๐’๐’๐’˜ ๐’˜๐’‰๐’ ๐’‰๐’‚๐’๐’…๐’๐’†๐’” ๐’š๐’๐’–๐’“ ๐’‘๐’“๐’๐’‹๐’†๐’„๐’• ๐’‚๐’๐’… ๐’˜๐’‰๐’‚๐’• ๐’š๐’๐’– ๐’‘๐’‚๐’š ๐’‡๐’๐’“.
    Featured Skill Treasury Management
    Business Analysis
    Financial Accounting
    Business Valuation
    Balance Sheet
    Company Valuation
    Financial Planning
    Financial Projection
    Financial Analysis
    Valuation
    Pro Forma Statement
    Forecasting
    Financial Report
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Modeling
  • $30 hourly
    • 4.2/5
    • (4 jobs)
    I have 9 years of corporate experience in the Investment Banking & Financial Services domain. I started my corporate career working for Thomson Reuters (now called LSEG). I was part of the Fixed Income team working on fixed-income securities terms & condition analysis, US treasury benchmark rollovers. I am a six-sigma greenbelt expert. I was involved in six sigma projects for process improvements. After working for 6 years in Thomson Reuters I moved to Goldman Sachs, wherein, I was part of the Investment research team. I was involved in building financial models for stock valuation and recommendation. Past 5 years I have been working as an independent contractor in different areas of Finance including Mutual funds, Equity and fixed-income securities research & analysis, Financial Modelling, Financial Analytics, Investment Research, Municipal Debt Financing analysis, Credit Rating Models, Credit Risk analysis and Presentations. I am an Excel expert with extensive experience of working on spreadsheets, using formulas, and functions, sorting, filtering the data, and creating summaries using pivot tables. I love to work on Excel spreadsheets, pivots making templates with built-in-formulas, charts, form controls, validations, conditional formatting etc. I am a trained data analytic expert with experience working in Statistics, R, SAS & Tableau.
    Featured Skill Treasury Management
    Analytics
    Data Analysis
    Finance
    Equity Research & Analysis
    Data Chart
    Data Analytics & Visualization Software
    Data Collection
    Derivatives Trading
    Equity Valuation
    Financial Analysis & Valuation
    Financial Model
    Investment Research
    Financial Management
    Financial Analysis
    Microsoft Excel
  • $40 hourly
    • 5.0/5
    • (4 jobs)
    I am a bookkeeper who excels in communication and service. My goal is to free you from the task you've hired me for, and give you the peace of mind that someone knowledgeable and trustworthy is taking care of it. I am certified in multiple accounting platforms and have experience working with a range of invoicing softwares, POS systems, and financial services applications. I have a background in commercial and small business banking. This gives me a unique strength in understanding the logistics of your business's finances, and I am always looking for ways to recommend improvements for your business's financial efficiency, insight, and success. As a solo practitioner, I work with businesses that I believe in and want to support. I am passionate about helping businesses succeed and am looking to build strong relationships that leave owners confident that working together has put their business in an even better place than it was.
    Featured Skill Treasury Management
    Accounting
    QuickBooks Online
    Xero
    Bookkeeping
  • $20 hourly
    • 4.9/5
    • (53 jobs)
    I have a solid understanding of theoretical and Applied Econometrics. I am also well versed in R studio and data analytics. I firmly believe that I can assist with the data analysis of any economic research. I have a strong command of analytical writing and report writing.
    Featured Skill Treasury Management
    Academic Writing
    LaTeX
    English
    Economic Analysis
    Visualization
    Economics
    Microsoft Excel
    R
    Data Analysis
    RStudio
    Stata
    Report
    Hypothesis Testing
  • $125 hourly
    • 4.5/5
    • (301 jobs)
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
    Featured Skill Treasury Management
    Sales & Marketing
    Executive Coaching
    Due Diligence
    Microsoft Excel
    Marketing Strategy
    Market Research
    Market Analysis
    Startup Consulting
    Business Writing
    Business Strategy
    Financial Presentation
    Valuation
    Budget Management
    Financial Plan
    Mergers & Acquisitions
    Financial Writing
    Financial Modeling
    Financial Analysis
  • $35 hourly
    • 4.7/5
    • (16 jobs)
    With my financial expertise, Iโ€™ll help you maximize profits & streamline operations through specialized accounting/bookkeeping solutions. Let's get started - contact me today. As a skilled accountant/bookkeeper, I understand the vital role of clear financials and value-adding services in business success. By working with me, you can focus on growing your business and making informed decisions while I take charge of your finances with efficiency and accuracy. I have extensive experience working with local and international companies across various industries, including Real Estate, Property Management, Construction, Healthcare, Financial Technology, and Software/Systems Integration. Whether it's Accounts Payable/Receivable, Banks/Accounts Reconciliation, General Ledger, and Cash Management/Treasury works, I can ensure that your records are well-managed and accurately reported. You can expect a dedicated and reliable partner who will work closely with you to understand your unique needs and tailor solutions that are customized to your business. Work with me to ensure your books/accounts are in order. Send me a message now.
    Featured Skill Treasury Management
    Financial Analysis
    AppFolio
    Accounting Basics
    Property Management
    Real Estate
    Financial Reporting
    Budget Proposal
    Buildium
    Bookkeeping
    Microsoft Excel
    Account Reconciliation
    Intuit QuickBooks
    Accounts Payable
    General Ledger
    Bank Reconciliation
  • $85 hourly
    • 5.0/5
    • (7 jobs)
    Leveraging fifteen years of corporate finance expertise across FP&A, plant finance/accounting, commodities finance, marketing finance, controlling, and corporate treasury management, I bring a depth of knowledge and versatility to the fractional controller/CFO role. My comprehensive experience allows me to quickly identify underlying financial issues, develop effective solutions, and communicate results clearly and concisely. As a dedicated freelance professional, I have successfully executed projects that include crafting the inaugural budgets for business growth, integrating Fathom with QuickBooks for streamlined financial consolidation, and performing extensive accounting cleanups for manufacturing entities. My proactive approach and diverse skill set enable me to adeptly navigate and resolve a wide spectrum of financial challenges. Holding credentials as a Licensed Certified Public Accountant (CPA), Certified Management Accountant (CMA), QuickBooks ProAdvisor, and certified Fathom Advisor, I am uniquely positioned to offer fractional controller/CFO services. My goal is to provide strategic financial guidance and support to businesses seeking to optimize their financial functions without the overhead of a full-time executive, ensuring their financial health and driving sustainable growth.
    Featured Skill Treasury Management
    Finance
    Business Planning & Strategy
    Financial Reporting
    Financial Modeling
    Corporate Finance
    Financial Planning
    Cost Accounting
    CPA
    Budget Management
    Presentations
    Chart of Accounts
    Cash Flow Analysis
    Intuit QuickBooks
    Financial Variance Analysis
    Financial Accounting
  • $40 hourly
    • 5.0/5
    • (3 jobs)
    If you are seeking exceptional corporate finance management expert with a track record of driving strategic financial excellence and growth", I invite you to connect with me. I am a seasoned professional with a wealth of expertise in overseeing various facets of finance and business operations. My skills encompass a wide range of financial disciplines, including complex financial feasibilities assessments, business valuations, deal structuring, and capital raising. I have a strong track record of excelling in business restructuring, mergers and acquisitions, financial controls, and procedure implementation. One of my core strengths lies in liaising with MIS systems for reporting and working with IT teams to ensure that system records data according to financial processes and procedures and data is collated and reported in meaningful manner. I have the ability to analyse financial statements, interpret key ratios, and assess financial trends to gauge a business's overall health. I am skilled in determining a company's value based on industry benchmarks, market conditions, and financial performance, which facilitates strategic decision-making and M&A activities. I am well-versed in treasury management - developing and implementing processes for optimising working capital, inventory management, and cashflow planning. Additionally, I have a proven capability to identify and mitigate various financial risks, including market, credit, operational, and liquidity risks, to ensure a business's financial stability. - Some core areas where I really excel include: - Corporate Finance Management - Financial Valuation & Feasibility - Strategic Planning & Execution - Management reporting & System & Process Optimization - Treasury Management & Working Capital Optimization - Inventory Controls & Procurement & Consumption Monitoring - Budget & Capital Management - Lean Concepts & Due Diligence - Business Valuation & Analytics - IP & Licensing Structuring - Portfolio Management - Continuous Process Improvements - Financial Modelling & Forecasting - Cross-Functional Collaboration - Risk Assessment & Mitigation With the abovementioned competencies integrated with my solid work history, I am well-prepared to drive long-standing contributions to your organisation.
    Featured Skill Treasury Management
    Finance & Accounting
    Feasibility Study
    Business Analysis
    Financial Consulting
    Capital Markets
    Venture Capital
    Due Diligence
    Financial Presentation
    Financial Analysis & Valuation
    Financial Modeling
    Management Accounting
    Corporate Finance
    Valuation
    Business Management
    Microsoft PowerPoint
  • $25 hourly
    • 5.0/5
    • (12 jobs)
    Hello Fellow Entrepreneur, I'm a โœ…CPA with more than โœ…SIX years of experience as โœ…SENIOR CONSULTANT in โœ…TOP ACCOUNTING FIRM of โœ…INDIA i.e. MAHAJAN & AIBARA. I help you in maintaining your information or accounts accurately and in manageable form and in the form which provides true and accurate information to you which will help you in making a financial decision resulting in saving of your time, effort and money($$$$$$$$) & help you in bringing more cash inflows. What we can discuss: โœ…Accounting โœ…Bookkeeping โœ…Business consulting โœ…Financial Analysis & Valuation โœ…Financial Forecasting โœ…Business Planning & Strategy โœ…Startup company โœ…Financial Planning โœ…Financial Modelling My process: โœ…1.Breifing/Discussions โœ…2.Research โœ…3.Managing or preparation or analaysis of your business data. โœ…4. Revisions/Review of the work done (Mention in no.3) โœ…5. Delivery I have tremendous experience of successful projects completed for the business Multi-National Corporations having billion $ of turnover in Mumbai, India and Kathmandu ,Nepal. Education: โœ…Completed Chartered Accountant course which is reputed professional course from Institute of Chartered Accountants of India in November 2019. Also obtained membership of Institute of Chartered Accountants of Nepal in September 2021. Exposure in India (Mumbai) : โœ…Worked 2.5 years as Senior Consultant in Risk Advisory field in Mahajan & Aibara Chartered Accountants LLP. During this period build internal control, reviewed internal control , accounting review, taxation review and review of other value addition areas and risk management of many companies in India most of which were Multinational companies having turnover $1billion to $3billion. Worked 1 year as Article Assistant in Varma & Varma Chartered Accountants. During this period conducted statutory audit of many companies in India, among them many were listed Multinational companies. Experience in Nepal: โœ…Worked for 2 years as freelancer consultant in the field of audit , taxation, risk management etc. for different audit firms of Nepal.
    Featured Skill Treasury Management
    Equity Valuation
    Company Research
    Cryptocurrency
    Company Valuation
    Business Intelligence
    Financial Analysis
    Business
    Bookkeeping
    GAAP
    Internal Control
    Accounting
    Financial Accounting
    Microsoft Excel
    Balance Sheet
    Intuit QuickBooks
  • $15 hourly
    • 4.3/5
    • (55 jobs)
    Looking for someone who can give you a timely Financial report for business progress, planning, and forecasting? Well, take a moment to check out my list of experiences and strategies. โœ… I've got 7 years of solid accounting background under my belt, ensuring a keen eye for financial details. โœ… Plus, With 4 years of hands-on experience as an Amazon Seller Online Arbitrage Manager, I know the ins and outs of online selling. ๐ˆ ๐ž๐ฑ๐œ๐ž๐ฅ ๐ข๐ง ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐ข๐ง๐  ๐ญ๐ก๐ž ๐ญ๐š๐ฌ๐ค๐ฌ ๐จ๐ฎ๐ญ๐ฅ๐ข๐ง๐ž๐ ๐›๐ž๐ฅ๐จ๐ฐ: ๐Ÿ”ฅ ๐๐จ๐จ๐ค๐ค๐ž๐ž๐ฉ๐ข๐ง๐  ๐š๐ง๐ ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ๐ข๐ง๐  โ™ฆ Quickbooks / Odoo/ A2X/ Xero setup/ Bexio/ Wave/ ZOHO/Taxomate/Point Click Care/Paychex/Stripe โœฆAging reports โœฆCashflow Statements โœฆProfit and Loss (Income Statement) โœฆBalance Sheet โœฆTrend Analysis โœฆState Sales Tax Return โœฆPayroll Reports and Entry โœฆPayroll Payments โœฆPayroll Processing โ™ฆ Issue Invoices and Bills โ™ฆ Communicate and connect to different clients for the accounts โ™ฆ Collection of payments from Clients โ™ฆ Monitoring and tracking of Receivables โ™ฆ Arrange and book Shipments โ™ฆ Transaction Entry โ™ฆ Financial Statement Reports โ™ฆ Cash Flow reports โ™ฆ Inventory Management โ™ฆ Financial planning โ™ฆ Purchase Order and Quotations ๐Ÿ”ฅ ๐€๐ฆ๐š๐ณ๐จ๐ง ๐’๐ž๐ฅ๐ฅ๐ž๐ซ ๐‚๐ž๐ง๐ญ๐ซ๐š๐ฅ ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ - ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ๐ข๐ง๐  โ™ฆ Quickbooks / Odoo 14/ A2X/ Xero setup โ™ฆ Profit and Loss Report โ™ฆ Bank Reconciliation โ™ฆ Inventory Reconciliation โ™ฆ Settlement Reports โ™ฆ Fulfillment Reports โ™ฆ Inventory Ledger โ™ฆ Extracting Bank Statement โ™ฆ Payroll process โ™ฆ Supplier invoice and payment processing โ™ฆ 3PL Management โ™ฆ Claims Cases and Shipments ๐Ÿ”ฅ ๐€๐ฆ๐š๐ณ๐จ๐ง ๐…๐๐€ ๐Ž๐ง๐ฅ๐ข๐ง๐ž ๐€๐ซ๐›๐ข๐ญ๐ซ๐š๐ ๐ž - โ™ฆ Searching for profitable products โ™ฆ Filing Cases and Inventory Claims โ™ฆ Shipments Tracking and Reconciliations โ™ฆ Inventory Restocking and replenishment โ™ฆ Supplier communication โ™ฆ Import Tracking and Charges โ™ฆCreating Removal order โ™ฆ Analyzing item profitability using REVSELLER, ASINZEN, SELLERAMP SAS โ™ฆ KEEPA Graph and pricing analyzing โ™ฆ 3PL Management โ™ฆ Google Spreadsheets for monitoring inventories, logs, and shipments โ™ฆ Account health, IP complaints, and Customer Feedback โ™ฆ Tracking Inventory on Stock and Warehouse โ™ฆ Inventory Reconciliation โ™ฆ Purchase or Spending Reconciliation โ™ฆ PPC recording ๐–๐ก๐ฒ ๐’๐ก๐จ๐ฎ๐ฅ๐ ๐˜๐จ๐ฎ ๐‡๐ข๐ซ๐ž ๐Œ๐ž? โœ”๏ธ Committed to swift and accurate project completion. โœ”๏ธ Available as a full-time freelancer 24/7, all week long. โœ”๏ธ Proficient in handling pressure and meeting deadlines. โœ”๏ธ Strong communication skills, dedicated to improving client service continually, and keen attention to detail. โœ”๏ธ Fully committed to prioritizing client satisfaction and delivering top-tier service within deadlines. โœ”๏ธ Goal: Cultivate strong client connections. โœ”๏ธ Confident that utilizing my skills will result in satisfied clients. Offering excellence in project management, administrative support, accounting, and bookkeeping services. . ๐‘ฐ๐’‡ ๐’š๐’๐’– ๐’ƒ๐’†๐’๐’Š๐’†๐’—๐’† ๐‘ฐ ๐’‚๐’Ž ๐’’๐’–๐’‚๐’๐’Š๐’‡๐’Š๐’†๐’… ๐’‡๐’๐’“ ๐’‚๐’๐’š ๐’‘๐’๐’”๐’•, ๐’‘๐’๐’†๐’‚๐’”๐’† ๐’…๐’ ๐’๐’๐’• ๐’‰๐’†๐’”๐’Š๐’•๐’‚๐’•๐’† ๐’•๐’ ๐’„๐’๐’๐’•๐’‚๐’„๐’• ๐’Ž๐’† .๐‘ป๐’‰๐’‚๐’๐’Œ๐’” ๐’‡๐’๐’“ ๐’—๐’Š๐’”๐’Š๐’•๐’Š๐’๐’ˆ ๐’Ž๐’š ๐’‘๐’“๐’๐’‡๐’Š๐’๐’†. ๐’€๐’๐’–๐’“ ๐‘ต๐’†๐’™๐’• ๐‘ฉ๐’–๐’”๐’Š๐’๐’†๐’”๐’” ๐‘ท๐’‚๐’“๐’•๐’๐’†๐’“, ๐‘บ๐’‰๐’Š๐’†๐’๐’‚
    Featured Skill Treasury Management
    Accounting
    Accounting Software
    Accounting Basics
    Microsoft Excel
    Google Sheets
    Xero
    Amazon Seller Central
    Amazon FBA
    Accounts Receivable Management
    Invoicing
    Bank Reconciliation
    Intuit QuickBooks
    Account Reconciliation
    Transaction Data Entry
    Bookkeeping
  • $150 hourly
    • 4.5/5
    • (2 jobs)
    Leader and expert in financial and treasury management, short-term forecasting, financial planning, and analysis. Highly adaptable and solution-oriented Treasury Manager with 12+ years of demonstrated success and expertise in treasury, credit facilities, debt management, and banking practices. Recognized for establishing and consistently improving client relationships. Strong leadership skills used for effective team management. Design and implement best practices in treasury processes to support company growth.
    Featured Skill Treasury Management
    Fraud Detection
    Forecasting
    Management Skills
    Compliance
    Account Reconciliation
    Microsoft Excel
    Relationship Management
    Budget
    Accounting Software
    Financial Reporting
    Financial Statement
    Cash Flow Modeling
    Project Management
    Finance & Accounting
  • $20 hourly
    • 5.0/5
    • (12 jobs)
    ACCOUNTANT / BOOKKEEPER Xero Advisor Certified - Specializes in Bank Reconciliation & Customer/Vendor Accounts Reconciliations - Sales Tax Reports (Canada) - Payroll - Accounts Payable & Accounts Receivable - Treasury & Payments - QuickBooks, Xero, Oracle - Office365 proficient -Diploma in Business Administration (ongoing) -Bachelor's Degree in Accountancy -Bachelor's Degree in Accounting Technology
    Featured Skill Treasury Management
    Booking Management System
    Expense Reporting
    Bookkeeping
    QuickBooks Online
    Xero
    Accounting Software
    Bank Reconciliation
    Account Reconciliation
    Microsoft Excel
    SAP
    Accounts Payable
    Payroll Accounting
    Intuit QuickBooks
    Accounts Receivable
    Oracle Accounting
  • $30 hourly
    • 5.0/5
    • (8 jobs)
    Are you in search of an entrepreneurial finance expert with a solid decade of experience? Look no further. I am your seasoned financial wizard, adept at crafting financial statements, budgeting, cash flow forecasting, and effectively disseminating financial insights throughout your organization. With an outstanding track record, I excel in driving the seamless execution of innovative policies and procedures, all while meticulously auditing financial statements. Let's propel your financial landscape to new heights together. In the ever-evolving corporate landscape, having a dynamic collaborator is key. With a knack for identifying opportunities that translate into significant savings and streamlined processes, I am the trusted confidant of C-level leadership. One-stop solution for top-notch accounting and bookkeeping services that drive success and growth. ๐ŸŒŸ My Services: โœ… Company Setup with Chart of Accounts: Start on the right foot with a solid foundation. โœ… Tax, Customers, Suppliers & Products Setup: Seamlessly manage your financial ecosystem. โœ… Accounts Receivables & Payable Management: Keep cash flowing smoothly. โœ… Bank and Credit Card Reconciliations: Ensure accuracy and transparency. โœ… Weekly, Monthly & Year-End Reporting: Stay informed, always. โœ… Management Reports (Budgets, Variance Analysis, KPIs, etc): Make data-driven decisions. โœ… Preparation of Financial Statements: Compliance and clarity in one package. โœ… Ratio Analysis: Unlock insights into your financial health. โœ… Financial Modeling: Plan for a brighter future. โœ… Investment Appraisal (DCF, NPV, IRR, Payback): Invest wisely, reap rewards. โœ… Business Analytical Review: Sharpen your competitive edge. Ready to breathe new life into your financial operations? Let's connect today and start pulling those weeds that are stifling your growth and success. Contact me now for a brighter financial future! Education and Certifications: 1. CPA 2. ACCA UK 3. CA 4. BSc (Honors) in Applied Accounting, Oxford Brookes University, UK
    Featured Skill Treasury Management
    Financial Modeling
    Business Planning & Strategy
    Cash Flow Modeling
    Financial Statements Preparation
    Financial Analysis
    Accounting Principles & Practices
    Sage 50 Accounting
    QuickBooks Online
    Cost Accounting
    Financial Consulting
    Financial Projection
    Budget Management
    Financial Accounting
    Cost Analysis
    Financial Audit
  • $25 hourly
    • 5.0/5
    • (44 jobs)
    A licensed accountant for 10 years helping small and medium businesses from various industries (real estate, e-commerce, media/marketing agencies, retailers and accounting firms) with accounting and finance. Skilled with: โ€ข General/Financial accounting โ€ข Setup accounting system from scratch โ€ข Integrate and sync essential tools to QBO and Xero for efficiency โ€ข Management of Accounts Receivable and Accounts Payable โ€ข Bank and General Ledger Reconciliation โ€ข Financial package reporting and tax filing โ€ข Preparation of Budget and Forecast โ€ข Variance and relevant financial analysis โ€ข Reconciliation of multi-currency and intercompany transactions Proficient with the ff tools: โ€ข Xero and Quickbooks โ€ข Wave Apps, Godaddy, Mint, Tripletex, Zoho โ€ข Asana, Toogl, Slack, Clickup, Trello, Gsuite and Dropbox โ€ข Gusto, Rippling, Justworks, BambooHR, Hubstaff โ€ข A2X, Stripe, Square, Paypal, Shopify, Bill.com โ€ข Oracle, Blackline
    Featured Skill Treasury Management
    Financial Analysis
    Accounts Payable Management
    Financial Planning
    Accounts Receivable Management
    Oracle Cloud
    Xero
    BlackLine
    Accounting
    Financial Accounting
    Microsoft Excel
    Bank Reconciliation
    Income Statement
    Account Reconciliation
    Intuit QuickBooks
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