Finance Manager (Financial Tracking & Budgeting System)

Posted 4 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Job Overview: We are looking for an experienced finance professional to analyze our existing financial data and build a clear, structured system for tracking our company’s finances moving forward. This is an HOURLY based project focused on creating a practical, easy-to-use financial tracking framework that we can maintain internally after completion. Scope of Work: - Review and organize existing financial data (income, expenses, transactions) - Develop a comprehensive financial tracking system (Excel, Google Sheets, or similar) - Create a structured budget framework tailored to our business - Build tools to track: - Incoming and outgoing payments - Profit margins and cost breakdowns - Profit & loss (P&L) - Cash flow - Netting of transactions where applicable - Ensure the system is simple, scalable, and easy for non-finance team members to use - Set up clear categories, formulas, and automation where possible - Provide documentation and/or a walkthrough on how to use and maintain the system Deliverables: - Fully functional financial tracking template/system - Budgeting and forecasting framework - Profitability tracking (by category, product, or service if applicable) - Clean, organized structure for ongoing financial management - Instructions or Loom walkthrough explaining how to use the system Required Skills & Qualifications: - Strong background in financial analysis, accounting, or finance operations - Advanced proficiency in Excel or Google Sheets (including formulas, automation, dashboards) - Experience building financial tracking systems or internal tools - Ability to simplify complex financial concepts into practical systems - High attention to detail and organization Project Details: - Hourly rate (please include your rate and estimated hours) Please include: - Examples of financial trackers, dashboards, or systems you’ve built - A brief explanation of your approach to setting up financial tracking systems - Your estimated timeline and hours required We’re looking for someone who can take messy or unstructured financial data and turn it into a clean, actionable system we can rely on going forward.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Forecasting
Financial Modeling
Activity on this job
  • Proposals:20 to 50
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Oct 17, 2023
  • United States
    Fair Lawn6:59 AM
  • $39K total spent
    22 hires, 10 active
  • 522 hours
  • Mid-sized company (10-99 people)

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