Hire the best Treasury Management professionals

Check out Treasury Management professionals with the skills you need for your next job.
  • $50 hourly
    + + + Summary + + + I am a CFA Charterholder, MSc Finance from London Business School with expertise in financial modelling, FP&A, budgeting, financial analysis, business intelligence and data science. Everything a modern Fractional CFO needs to set up a finance department from scratch and help you fundraise. I am well-versed in advanced statistics, time series analysis, VBA. Python, Tableau, Matlab, Machine Learning, Notion, Automation, Google Suite, Google Scripts. The aim of all my skills is to accurately model, automate, present, and control your financial processes and to be able to zoom in and out between strategy and minutiae and lead with facts and data rather than opinions. + + + Work Experience + + + Private Wealth Management (since 2021) Finance Executive (CFO): Fintech Startups (since 2018) Corporate Treasurer: Insurance Company (2015-2018) Corporate Treasurer: L'Oreal HQ (2013-2015) Derivatives Trader: Nomura (2010- 2013) Derivatives Structurer: Credit Suisse (2008-2010) Corporate Treasurer: Saint Gobain HQ (2004-2007)
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    Blockchain
    Data Science
    Data Visualization
    Tableau
    Cash Flow Modeling
    Chartered Financial Analyst
    Fundraising
    Financial Analysis
    Business Plan
    Financial Modeling
  • $250 hourly
    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.
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    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
  • $45 hourly
    I have more than 12 years of working experience as a financial analyst, equity research analyst, business analyst, director and consultant. With extensive experience in equity investments, company valuations, financial modelling, trading stocks, financial planning, product specifications and presentations across a multitude of industries. Most recently I worked in a government vocational institute, financial services, fintech, startup, mobile app development, and web application. 1. As a Financial Modeler;  Expert in developing business valuation and enterprise valuation models  Prepare forecasted financial statements, including the income statement, balance sheet, and cash flow statements  Financial Modelling of Financial Instruments/Products (Stocks, Options, Futures, REITs, Bonds, Crypto, Warrants, Preference shares, ETFs, Index Funds, and Mutual Funds)  Real Estate financial modelling including residential apartments, property appraisals, single-family housing models, and multi-family housing models  Conduct detailed sector research including trends, drivers, and risks  Authority in financial planning, retirement income modelling, asset allocation & risk tolerance 2. As an Investment Manager;  Conduct fundamental analysis, equity valuations, and investment analysis  Technical Analysis specialist of equities, derivatives, commodities, crypto and currencies.  Authority in predicting future prices of stocks, funds, cryptos, and options  Trading Cryptocurrencies and doing Research on Cryptocurrencies trading platform 3. As a Business Consultant, deliverables include;  Company formation, articles of association and cap table preparation  Draft new business plans, create a pitch deck, forecast financials, fundraising and Investor Presentations  Financial modelling of startups including, revenue modelling, balance sheet, income statement, cashflow forecasting, DCF analysis, project IRR, human resource requirement, and operating expenses.  Preparing financial statements, debt and capital structuring.  Analyze legal and regulatory documentation relating to startups  Finding gaps in financial planning and project financing.  Preparing training materials and conducting workshops for startups. SKILLS SUMMARY  Financial Modelling, Reporting Analysis, Financial Planning, and Capital markets experience.  Equity Investment Research, Financial Derivatives Analysis & Modelling experience.  Research on Cryptocurrencies trading  Real Estate Appraisals, Investment Research, Modelling and Planning.  Structured Financial Instruments and Accounting Standards (IFRS and US GAAP).  Business Planning, Pitch Deck, Forecasting Financials, Fundraising and Investor Presentation  Project management, evaluation, and implementation experience.  Trading stocks, commodities, and foreign exchange on behave of the financial house.  Clients’ relationship management experience.  Competence in leading meetings, interviewing end-users and listening actively.  Strong Report Writing and documentation handling capability.  Logo Design for financial websites  Content Creation for financial websites  Ethical web scrapping of user analytics and financial data of any website  Agile Project management, Atlassian Jira, SQL queries, Meta Stock 8, AAReader 9.0, SPSS  Advanced Level Microsoft Excel skills, Formulas, Formatting, Pivot tables, Vlookup & Macros. “A Problem Well Stated is a Problem Half solved” I look forward to contributing to problem analysis, detailed research, and reporting findings to solve the problem and recommend solutions in the above areas.
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    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
    Python
  • $30 hourly
    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.
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    Probability Theory
    Microsoft Excel
    Minitab
    Statistics
    Statistical Analysis
    Hypothesis Testing
    Tutoring
    Linear Regression
    EViews
    Econometrics
    RStudio
    Stata
    Data Analysis
    R
  • $175 hourly
    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!
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    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
    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 company’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: •. Fractional CFO Services • Construction Accounting; WIP, Revenue % of Completion, Job Costing, Indirect Allocations • Accounting • Bookkeeping • Payroll • Income Tax Preparation (Individual, Sole Proprietorship, Partnership/LLC, S-Corp, and C Corp) • Business Consulting & CFO Services • Ongoing support • QuickBooks setup •. ComputerEase • Month End Close, Bank reconciliation and Financial reporting • Custom reporting • Fixed assets and inventory tracking • Year-end adjustments • Financial Coaching • Exit strategy • Budgeting • Cash Flow Projections Ready to focus solely on your customers and growing your Business? Let’s talk about how we can do this together!
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    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
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • 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.
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    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $15 hourly
    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. • Countries served - U.K, USA, Australia & NZ, India, UAE, South East Asia, Middle East Africa etc., • Accounting Software expertise: SAP, QuickBooks, XERO, Tally, ZOHO Books, Wave, Netsuite, Sage etc. • Clientele includes companies engaged in the Profession services, Infrastructure sector, Utility projects, E-commerce, Real Estate Businesses, Manufacturing plants, etc. I am; • Certified QuickBooks PRO Advisor (Check portfolio section) • Tally ERP Gold Partner • 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.
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    Automation
    Spreadsheet Macros
    Dashboard
    Financial Modeling
    Data Visualization
    Data Modeling
    Tally.ERP
    Xero
    Accounts Receivable
    Intuit QuickBooks
    Tax Preparation
    Bank Reconciliation
    SAP
    Bookkeeping
  • $245 hourly
    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: • Asset Protection • Business Formation • Contract Drafting • Document Review • Real Estate • Securities • Tax
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    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
  • $100 hourly
    Experienced finance leader focused on strategic business planning, change management, fund raising, accounting, forecasting, reporting and analysis in a global environment. Worked with executive and crossfunctional teams to analyze, manage and support varied businesses. Worked extensively with startups in different stages primarily in the SaaS space.
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    SaaS
    Accounting Basics
    Financial Audit
    Microsoft Office
    Microsoft Access
    Salesforce CRM
    Accounting
    Budget Proposal
    Cognos
    Essbase
    Management Accounting
    Business Presentation
    Intuit QuickBooks
    Business
  • $175 hourly
    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, finance or accounting transformations, debt restructuring and refinancing, regulatory or litigation related finance and accounting support, and IR support. I don't do tax compliance (tax returns) or bookkeeping, there are many other Upworker's than can better provide those services! Services provided though Ashbourne Consulting LLC
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    Accounting Principles & Practices
    Tax Strategy
    Corporate Governance
    Tax Planning & Advisory
    Stock Option Agreement
    Tax Law
    Corporate Tax
    Corporate Finance
    CPA
    GAAP
  • $45 hourly
    I am a Certified Public Accountant with a dual major in Accounting and Finance. I have been able to obtain many years of domestic and international experience throughout my career. This includes collaborating with individuals from across the globe to analyze a variety of processes, ensure completeness and accuracy and provide value-added feedback. Different areas I have experience with include: Accounting, Finance, Reconciliations, Treasury, Collections, Financial Assurance, HR, SOX, Compliance/Regulatory, Liquidity Management, Anti-Money Laundering, Treasury, Pricing, Tax and many more). I have experience with most accounting programs, however, I am happy to do the appropriate due-diligence and research for any program I may not be familiar with. I take pride in ensuring my work is performed efficiently, effectively and with precision
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    Financial Audit
    Accounting Basics
    CPA
    Payroll Accounting
    Accounts Payable
    Account Reconciliation
  • $25 hourly
    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.
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    Academic Writing
    LaTeX
    English
    Economic Analysis
    Visualization
    Economics
    Microsoft Excel
    R
    Data Analysis
    RStudio
    Stata
    Report
    Hypothesis Testing
  • $100 hourly
    ✅ Ex-KPMG Consultant ✅ 5+ years of Financial Modeling experience. ✅ Completed 150+ Financial Modeling jobs with a Job Success Score of 100%. ✅ A CFA® | CA and an FRM®. ✅ Among the top 3% of Freelancers on Upwork. ✅ An Excel Ninja. Why Choose Me: ✦ Investor-Ready Model: Engage investors with a financial model that promises and proves value. ✦ Business Idea Validation: Find solid ground with robust financial projections backed by diligent research. ✦ Precision & Accuracy: Hone your financial models with the utmost attention to detail for unquestionable accuracy. ✦ Excel Mastery & Big Data Analytics: Overwhelmed by Excel or needing to master Big Data? I have the expertise you need. ✦ Balance Sheet Perfection: Eliminate financial statement discrepancies and ensure complete alignment. ✦ Clear Insights: Dive into crystal-clear actionable insights from complex financial data. How I Tailor My Services to Your Unique Needs: ✓ Custom financial models, adaptable to your timelines and specific requirements. ✓ Research-backed assumptions for credible financial forecasting. ✓ Professional presentations with intuitive visuals and clear coding for easy interpretation. ✓ Error-proof workflows with rigorous checkpoints to ensure flawless calculations. Specialized Solutions for Various Business Types: 🚀 Startups: Capital Raising Models | Pre-revenue Valuations | Cash Flow Analysis | Budget Forecasts 💼 Investors: Tailored Portfolio Management | Comprehensive Due Diligence | In-depth Risk Assessments 🏢 Corporates: Strategic Budgeting & Forecasting | Business Optimization | Advanced Scenario Planning 🏠 Real Estate: Investment Analysis | Development Projections | Portfolio Management Models 📈 Project Managers: Feasibility Studies | Cost Management | Profitability Analysis Why My Clients Trust Me: Don’t just take my word for it. Here’s what clients like you say about my impact on their businesses: ❖ "Neeraj was very responsive and fast to help us with our project. He really seems to understand how to build a consolidated cash flow analysis, and even made a nice video at the end explaining the entire spreadsheet. Definitely would recommend him!" - Jared Sarbit(CEO | Picture Perfect Cleaning) ❖ "Neeraj was a pleasure to work with. He understood the project clearly, was knowledgeable, worked efficiently, was available and receptive to feedback throughout the whole process and delivered a model that I use day-to-day. I would definitely work with him again." - Ramtin Nikzad(Co-Founder | Fortress Presents) ❖ "Neeraj is awesome to work with. He understands the fundamentals and logic behind requests making it easy to work both quickly and collaboratively. Working with him has saved me countless hours. His formatting is also exceptional which is hard to find." - Geoffrey Harris(Principal | Casa group) Each client journey with me goes beyond mere number-crunching – it's about crafting a compelling financial story that speaks to stakeholders and charts a path for growth. 💬 NEXT STEP: Please message me to discuss how I can help you in your next venture.
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    Balance Sheet
    Chartered Financial Analyst
    Company Valuation
    Financial Planning
    Financial Projection
    Financial Analysis
    Valuation
    Pro Forma Statement
    Forecasting
    Accounting Principles & Practices
    Financial Report
    Microsoft Excel
    Financial Analysis & Valuation
    Financial Modeling
  • $30 hourly
    Experience in: QuickBooks (QBO) / QB Desktop & Online / SAP / Xero / Netsuite Procore & Buildertrend Bookkeeping, Accounting, Excel, Google Sheets, Accounts Receivables (AR), Accounts Payables (AP), Bank account reconciliation. ***** +150 Mbps Stable internet speed. Western hemisphere Time Zone (US / Canada & Latam) ***** 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, Fieldglass, kyriba, Bank, A/R, Buildertrend, Builder trend, Construction, IFRS, US GAAP, bill, bill.com, cleanup, Bank reconciliation, billing, account management, bookkeeper,
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    Finance & Accounting
    Accounts Receivable Management
    Procore
    Administrative Support
    Bookkeeping
    Intuit QuickBooks
    Accounts Payable
    Microsoft Excel
    SAP
    Invoicing
    Cash Flow Analysis
    Accounts Receivable
  • $123 hourly
    California licensed CPA with eighteen years of progressive accounting and finance experience including a Big Four audit background. Tenacious hard worker who is self-motivated, reliable, dedicated to excellence, and committed to delivering value-add results. Extensive direct experience in US GAAP Accounting, Budgeting/Forecasting, Financial Analysis, Month-End Close, Strategic Planning, Financial Reporting, Treasury Management, and Payroll. Expert in Microsoft Excel with significant experience in engineering complex spreadsheets, financial models and forecasts. Proficient with QuickBooks Pro, QuickBooks Online, Sage Intacct, and Paycom.
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    Bookkeeping
    CPA
    Financial Analysis
    Financial Modeling
    Internal Control
    Microsoft Excel
    GAAP
    Payroll Accounting
    Account Reconciliation
  • $40 hourly
    I'm a US CPA (licensed) with extensive accounting and finance experience. Worked with CPA firm (based in USA), MNC oil & gas China National Petroleum, Telecom, Tech, US based retail and ecommerce companies. Started career with KPMG. Proficient in mergers & acquisitions, accounting, budgets & planning, AP/AR management, tax compliance and planning. internal controls, audits, process improvements and bookkeeping
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    Pitchbook
    Strategy
    SEC Reporting
    Bookkeeping
    Mergers & Acquisitions
    Process Improvement
    Financial Reporting
    Due Diligence
    US Taxation
    Financial Management
    Budget Management
    GAAP
    Sarbanes-Oxley Act
  • $100 hourly
    I am a corporate finance professional with MBA & CPA, and extensive experience in all aspects of finance, committed to continuous improvement and knowledge transfer. Having served the Fortune 500 segment early on, I gained world class training. For more than a decade now I've been serving other organizations great and small, including early stage companies, yielding new lessons and experiences. This includes high-level tech savvy as I have been in remote practice since 2014. My clients, and my students, benefit from the breadth & depth of all that experience, and my ability to craft remedies to problems.
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    Financial Modeling
    Financial Analysis
    Business Valuation
    Project Risk Management
    Financial Management
    Financial Reporting
    US Taxation
    CPA
    QuickBooks Online
  • $25 hourly
    Hello Fellow Entrepreneur, I'm a ✅CPA with more than ✅SIX years of experience as ✅SENIOR CONSULTANT in ✅TOP ACCOUNTING FIRM of ✅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: ✅Accounting ✅Bookkeeping ✅Business consulting ✅Financial Analysis & Valuation ✅Financial Forecasting ✅Business Planning & Strategy ✅Startup company ✅Financial Planning ✅Financial Modelling My process: ✅1.Breifing/Discussions ✅2.Research ✅3.Managing or preparation or analaysis of your business data. ✅4. Revisions/Review of the work done (Mention in no.3) ✅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: ✅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) : ✅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: ✅Worked for 2 years as freelancer consultant in the field of audit , taxation, risk management etc. for different audit firms of Nepal.
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    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
    I'm a High-Calibre accounting professional specializing in several accounting functions such as bank reconciliations, general ledger and accruals for payroll, General Bookkeeping, Quickbooks, Financial Reporting/Analysis and Treasury. I have extensive experience in a highly challenging working environment and projects. I am adaptable, dependable, and precise when working with clients. Contact me and I'll help you get things done for your business!
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    Wave Accounting
    Financial Reporting
    Accounts Payable Management
    Accounts Receivable Management
    Bookkeeping
    Accounting Software
    Accounting Basics
    General Ledger
    Cash Flow Analysis
    Financial Audit
    Invoicing
    Bank Reconciliation
    Intuit QuickBooks
  • $13 hourly
    Certified Accountant (ACCA) with proven track record helping top client with their **bookkeeping**, **financial accounting**, **financial statements**, **financial planning and analysis**, **finance process improvements**. Can offer the following expertise: • strong technical accounting skills • bulk reconciliation of bank statements and other payment clearing accounts reflect correct balances • excellent research and financial analysis abilities • in-depth management reporting • developing and implementing financial systems and controls • budgeting and forecasting • highly proficient in Excel, Xero, QuickBooks, and other accounting applications • ability to manage various accounting processes ( such as AP, AR, reconciliations ...) and many more...
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    Management Consulting
    IRS Income Tax Audits
    Email Communication
    Google Sheets
    Business Analysis
    Financial Analysis
    QuickBooks Online
    Financial Modeling
    Financial Accounting
    Bookkeeping
    Account Reconciliation
    Balance Sheet
  • $10 hourly
    Independent, Hardworking, Reliable, Persistent. Those are the words that can describe my personality as an employee. In my years of experience as an accounting staff, accountant, auditor and a finance officer, I've already manage to go through different tasks diligently such as END to END ACCOUNTING PROCESSES, BOOKKEEPING & ADMIN SUPPORT SERVICES. I can support and work with the following tools: -Xero: Used mainly for end to end process of accounting. -SAP: Used to make entries on daily accounting transactions and generate financial statements. -MYOB: Used to help out my team in making expense reports and entries on some daily accounting transactions. -Communication tools: Microsoft outlook, Skype for business, Google hangouts - I am fluent in English and native language. I can make myself available when needed. -Microsoft office: Word, Excel, Powerpoint - I can do data entry. I can create reports through Words and PPT too. -Social Media Business Page: Facebook, Instagram - Set up, organize and modify social networking. Making Financial Statements, Expenses reports and Invoicing are just some of the reports that I work with giving me an advantage to this expertise. Hiring me will not just retain your client but also to increase them and grow along with your company. I am looking forward to helping your business by sharing my experience and expertise.
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    Xero
    QuickBooks Online
    Bookkeeping
    Bank Reconciliation
    Accounts Payable
    Data Entry
    Accounts Receivable
    Transaction Data Entry
    Microsoft Excel
  • $13 hourly
    I'm an experienced accountant and part-qualified under ACCA. I have experience in different areas of finance (including banking, treasury, asset management, tax, budgeting and purchasing) for large sized companies and the education sector. I'm experienced with the use of Outlook, Microsoft Word, Excel and SAP. Communication and organisation are crucial skills that I'm able to easily execute. Reclaim your free time, I'll fully manage your admin for you to make life easier.
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    Copywriting
    Transaction Data Entry
    Invoicing
    Bank Reconciliation
    Budget Management
    Asset Management
    SAP
    Account Management
    Editing & Proofreading
    Microsoft Excel
    Microsoft Word
  • $25 hourly
    PROFESSIONAL QUALIFICATIONS Strong capabilities in data analysis using spreadsheets. Extensive management career spanning 30+ years effectively demonstrating continuous improvement in accounts receivable, cost, treasury, accounts payable, inventory control, customer relations, systems management, and the implementation of projects including but not limited to Lean Six Sigma, Enterprise Resource Planning (ERP) software, and Shared Services Centers. Proven leadership skills managing people and encouraging self-development. Highly effective in all financial areas including controller, financial reporting, cost accounting, credit and collection, and treasury.
    vsuc_fltilesrefresh_TrophyIcon Treasury Management
    Database
    Financial Reporting
    Data Entry
    Spreadsheet Software
    Google Sheets
    Data Visualization
    Information Analysis
    Leadership Skills
    Accounts Payable Management
    Cost Management
    Microsoft Office
    English to Spanish Translation
    Data Analysis
    Accounts Receivable
    Microsoft Excel
  • $15 hourly
    𝙎𝙚𝙚𝙠𝙞𝙣𝙜 𝙖 𝙧𝙚𝙨𝙪𝙡𝙩𝙨-𝙙𝙧𝙞𝙫𝙚𝙣 𝙥𝙧𝙤𝙛𝙚𝙨𝙨𝙞𝙤𝙣𝙖𝙡 𝙩𝙤 𝙛𝙪𝙚𝙡 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙜𝙧𝙤𝙬𝙩𝙝? Well, take a moment to check out my list of experiences and strategies. ✦ I've got 6 years of solid accounting background under my belt, ensuring a keen eye for financial details. ✦ Plus, With 3 years of hands-on experience as an Amazon Seller Online Arbitrage Manager, I know the ins and outs of online selling. 𝐈 𝐞𝐱𝐜𝐞𝐥 𝐢𝐧 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐢𝐧𝐠 𝐭𝐡𝐞 𝐭𝐚𝐬𝐤𝐬 𝐨𝐮𝐭𝐥𝐢𝐧𝐞𝐝 𝐛𝐞𝐥𝐨𝐰: 🔥 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 ♦ Quickbooks / Odoo/ A2X/ Xero setup/ Bexio ♦ Issue Invoices and Bills ♦ Communicate and connect to different clients for the accounts ♦ Collection of payments from Clients ♦ Monitoring and tracking of Receivables ♦ Arrange and book Shipments ♦ Transaction Entry ♦ Financial Statement Reports ♦ Cash Flow reports ♦ Inventory Management ♦ Financial planning ♦ Purchase Order and Quotations 🔥 𝐀𝐦𝐚𝐳𝐨𝐧 𝐒𝐞𝐥𝐥𝐞𝐫 𝐂𝐞𝐧𝐭𝐫𝐚𝐥 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 - 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 ♦ Quickbooks / Odoo 14/ A2X/ Xero setup ♦ Profit and Loss Report ♦ Bank Reconciliation ♦ Inventory Reconciliation ♦ Settlement Reports ♦ Fulfillment Reports ♦ Inventory Ledger ♦ Extracting Bank Statement ♦ Payroll process ♦ Supplier invoice and payment processing ♦ 3PL Management ♦ Claims Cases and Shipments 🔥 𝐀𝐦𝐚𝐳𝐨𝐧 𝐅𝐁𝐀 𝐎𝐧𝐥𝐢𝐧𝐞 𝐀𝐫𝐛𝐢𝐭𝐫𝐚𝐠𝐞 - ♦ Searching for profitable products ♦ Filing Cases and Inventory Claims ♦ Shipments Tracking and Reconciliations ♦ Inventory Restocking and replenishment ♦ Supplier communication ♦ Import Tracking and Charges ♦Creating Removal order ♦ Analyzing item profitability using REVSELLER, ASINZEN, SELLERAMP SAS ♦ KEEPA Graph and pricing analyzing ♦ 3PL Management ♦ Google Spreadsheets for monitoring inventories, logs, and shipments ♦ Account health, IP complaints, and Customer Feedback ♦ Tracking Inventory on Stock and Warehouse ♦ Inventory Reconciliation ♦ Purchase or Spending Reconciliation ♦ PPC recording 𝐖𝐡𝐲 𝐒𝐡𝐨𝐮𝐥𝐝 𝐘𝐨𝐮 𝐇𝐢𝐫𝐞 𝐌𝐞? ✔️ Committed to swift and accurate project completion. ✔️ Available as a full-time freelancer 24/7, all week long. ✔️ Proficient in handling pressure and meeting deadlines. ✔️ Strong communication skills, dedicated to improving client service continually, and keen attention to detail. ✔️ Fully committed to prioritizing client satisfaction and delivering top-tier service within deadlines. ✔️ Goal: Cultivate strong client connections. ✔️ Confident that utilizing my skills will result in satisfied clients. Offering excellence in project management, administrative support, accounting, and bookkeeping services. . 𝑰𝒇 𝒚𝒐𝒖 𝒃𝒆𝒍𝒊𝒆𝒗𝒆 𝑰 𝒂𝒎 𝒒𝒖𝒂𝒍𝒊𝒇𝒊𝒆𝒅 𝒇𝒐𝒓 𝒂𝒏𝒚 𝒑𝒐𝒔𝒕, 𝒑𝒍𝒆𝒂𝒔𝒆 𝒅𝒐 𝒏𝒐𝒕 𝒉𝒆𝒔𝒊𝒕𝒂𝒕𝒆 𝒕𝒐 𝒄𝒐𝒏𝒕𝒂𝒄𝒕 𝒎𝒆 .𝑻𝒉𝒂𝒏𝒌𝒔 𝒇𝒐𝒓 𝒗𝒊𝒔𝒊𝒕𝒊𝒏𝒈 𝒎𝒚 𝒑𝒓𝒐𝒇𝒊𝒍𝒆. 𝒀𝒐𝒖𝒓 𝑵𝒆𝒙𝒕 𝑩𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝑷𝒂𝒓𝒕𝒏𝒆𝒓, 𝑺𝒉𝒊𝒆𝒍𝒂
    vsuc_fltilesrefresh_TrophyIcon Treasury Management
    Account Management
    Xero
    Amazon Listing
    Product Research
    Amazon Seller Central
    Amazon FBA
    Accounts Receivable Management
    Accounting
    Invoicing
    Bank Reconciliation
    Intuit QuickBooks
    Account Reconciliation
    Transaction Data Entry
    Bookkeeping
  • $25 hourly
    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: • General/Financial accounting • Setup accounting system from scratch • Integrate and sync essential tools to QBO and Xero for efficiency • Management of Accounts Receivable and Accounts Payable • Bank and General Ledger Reconciliation • Financial package reporting and tax filing • Preparation of Budget and Forecast • Variance and relevant financial analysis • Reconciliation of multi-currency and intercompany transactions Proficient with the ff tools: • Xero and Quickbooks • Wave Apps, Godaddy, Mint, Tripletex, Zoho • Asana, Toogl, Slack, Clickup, Trello, Gsuite and Dropbox • Gusto, Rippling, Justworks, BambooHR, Hubstaff • A2X, Stripe, Square, Paypal, Shopify, Bill.com • Oracle, Blackline
    vsuc_fltilesrefresh_TrophyIcon 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
  • $20 hourly
    I provide effective, top quality and accurate bookkeeping along with excellent communication for a very fair price. I specialized in bookkeeping for eCommerce businesses including: - Shopify - Dropshipping - Amazon - Walmart - Other marketplaces In addition to ecommerce, I have specific industry experience with the following: - Manufacturing - Real Estate - Hospitals - Non-Profit Organizations - Schools, Colleges, & Universities I am well-versed in QuickBooks Online, Xero and Wave. I am very comfortable with Microsoft Excel and Word as well as Google documents. I have more than 10 years of practical experience providing advanced bookkeeping and accounting services to a wide range of organizations - from startups to 8 figure companies I can handle your monthly, quarterly, and annual account reconciliations with very little guidance. My specialties include: - Setting up a company on QuickBooks Online or Wave - Bank and credit card reconciliations (PayPal, Stripe, Amex etc.) - eCommerce Merchant accounts Reconciliations - Accounts Payable (A/P) - Accounts Receivable (A/R) - Treasury Management - Revenue reconciliation - Inventory reconciliation - Profit & Loss - Balance Sheet - Cash Flow - Preparing monthly financial statements Why Choose me? I have significant bookkeeping and accounting credentials including: - QuickBooks Online Certified - Deep experience with Wave and QuickBooks Online - Worked two and a half years at big four accounting firm, Deloitte as an External and Internal Auditor associate, Accountant and Bookkeeper. - Worked 1 year at local Audit Firm as an External and Internal Auditor associate, Accountant and Bookkeeper. - Certification in Accounting and Finance from the Institute of Chartered Accountants of Pakistan - Chartered Accountant Finalist. Communications is the key if you have any question or concern then let's have a quick meeting to make sure you are hiring the right candidate, Best Hamid
    vsuc_fltilesrefresh_TrophyIcon Treasury Management
    Xero
    Cost Accounting
    Wave Accounting
    Inventory Management
    Shopify
    Finance & Accounting
    Ecommerce
    QuickBooks Online
    General Ledger
    Accounts Receivable
    Balance Sheet
    Accounts Payable
    Bank Reconciliation
    Bookkeeping
    Income Statement
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