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$50/hr
100%
Job Success
$10K+ earned
Offers consultations
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I am a Financial Content Strategist, Copywriter, and Research Analyst specializing in capital markets, asset management, private equity, venture capital, and alternative investments.
With a background in Banking & Finance and hands-on experience across fundraising, private markets, ETFs, digital assets, and investment research, I help financial firms transform complex market insights into high-impact content that builds authority, attracts investors, and drives business growth.
My work sits at the intersection of financial analysis and content marketing. Rather than producing generic content, I leverage market data, investment research, and industry trends to create analysis-backed narratives that resonate with sophisticated audiences.
What I Offer
📈 Financial Content & Thought Leadership
* Market commentary and investment insights
* ETF, asset management, and capital markets content
* Private equity and venture capital thought leadership
* Institutional-grade research articles
* Executive ghostwriting for founders, CIOs, portfolio managers, and investment professionals
📱 Social Media Strategy
* X (Twitter) growth strategy and content
* LinkedIn thought leadership campaigns
* Founder and executive ghostwriting
* Research-driven threads and market commentary
* Investor-focused social content
📰 Newsletters & Publications
* Substack and newsletter management
* Weekly market intelligence reports
* Investor updates and fund communications
* Research summaries and industry briefings
📊 Research & Analysis
* ETF and fund research
* Industry and sector analysis
* Competitive intelligence
* Market trend identification
* Data-driven investment content
💼 Investor Communications
* Pitch decks and fundraising materials
* Investor presentations
* Investment memos
* Fund marketing collateral
* Due diligence support materials
Why Work With Me
✅ Banking & Finance Background
Strong understanding of capital markets, valuation, portfolio management, private markets, and investment strategies.
✅ Research-Driven Approach
Every piece of content is supported by market data, financial analysis, and industry research rather than generic marketing language.
✅ Institutional Audience Expertise
Experience creating content for investors, asset managers, venture capital firms, private equity professionals, and financial institutions.
✅ Distribution-Focused Thinking
Content is designed not only to inform but to increase visibility, strengthen credibility, and generate meaningful engagement among decision-makers.
Tools & Research Platforms
Financial Research:
Bloomberg, Refinitiv, Koyfin, TradingView
Data Analysis:
Python (Pandas, NumPy, Matplotlib)
Market Intelligence:
PitchBook, Crunchbase, Token Terminal, DeFiLlama, Dune Analytics, Nansen, Glassnode, Messari
SEO & Analytics:
SEMrush, Ahrefs, Google Analytics
Publishing:
WordPress, Ghost, Substack, Notion
Karim A.
has worked
.
$60/hr
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Management consulting senior director focusing on strategy and operations work across industries. My services are backed by hands-on experience building analytics tools, strategy deliverables, and executive presentations. I have always preferred to be a hands-on contributor, and I have years of people management experience in teams of 2-8.
I have worked directly with CEOs, junior analysts, and everyone in between. My focus areas have included financial services, operations, P&C insurance, though my work regularly extends to any data-driven business area.
I joined Upwork to engage directly with businesses of all sizes, zeroing in on their most immediate problems and providing enterprise-level experience on an individual basis.
On Upwork I focus on well-defined, scoped work across three areas:
Excel Builds
KPI dashboards, budget vs. actual trackers, operational scorecards, financial models, cash flow forecasters, and automated reporting tools. Built from scratch using your actual data and business context, not recycled templates.
Presentations
Pitch decks, diagnostic findings, investor presentations, branded templates, executive briefings, and board-ready reports. I know what polished looks like and I hold every project to that standard regardless of size. Expert level with both PowerPoint and Google Slides.
Strategy and Analysis
Market assessments, diagnostic reports, process documentation, operating model summaries, and executive-ready strategic briefs. Built the way a consulting firm would build them - narrative-driven, structured argument, clean supporting analysis, no filler.
What to expect working with me:
- Scope and price agreed before any work starts. No surprises.
- Your branding, your layout, your terminology throughout.
- Clean structure you can maintain after handoff.
I build from your actual business context, not AI-generated content or generic templates. US-based, Eastern time zone, responsive, and fast on well-defined work. MBA from NYU Stern. PMP certified.
Reach out and tell me what you are working on.
Thomas J.
has worked
.
$11/hr
99%
Job Success
Available now
Offers consultations
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🏆 Top Rated Plus Upwork Professional | Top 3% Talent
✅ 100% Job Success & Client Satisfaction
📊 10+ Years of Experience
🎓 Certified Chartered Accountant (ACCA)
**Professional Bookkeeper & Tax Preparation Services – Accuracy You Can Trust!**
With extensive experience in accounting, bookkeeping and U.S. tax preparation, I have solved bookkeeping and accounting problems for numerous businesses and firms and created solutions for maintaining accurate financial records, streamlining processes, and ensuring compliance.
💼 **Bookkeeping & Accounting:**
✔ Bank and Credit card reconciliations, Accounts payable/Accounts receivable management, QuickBooks Clean-ups and Catch-ups
✔ Full-Charge bookkeeping & tax-ready financials - from transaction recording to year-end closing
✔ Proficient in QuickBooks Online, QuickBooks Desktop, Quicken, Xero, WaveApp, GnuCash, Sage 50, and Odoo App
✔ Financial reporting & budgeting (Profit and Loss Statement, Balance Sheet, Cashflow)
📝 **U.S. Tax Preparation:**
✔ Using Intuit Pro-Connect, TaxSlayer & MyTAXPrepOffice
✔ Preparation of individual & business tax returns (1040, 1040-NR (5472), 1065, 1120, 1120S)
✔ Tax-ready books for smooth filing
💼 Industries I Serve :
📚 Bookkeeping & Accounting Firms: Supporting CPAs, EAs and Accounting/bookkeeping firms.
🛒 E-commerce & Retail: Helping online and retail businesses (Shopify, Amazon, Etsy, WooCommerce) with monthly financial reporting.
💼 Service-Based Businesses: Working with coaches, consultants, marketing agencies, IT firms and freelancers to manage cash flow and financial reporting.
🏗️ Construction & Trades: Assisting small contractors, electricians, plumbers, HVAC specialists and landscapers with job costing, subcontractor tracking, AP/AR management, invoicing and financial reports.
🍽️ Food & Beverage: Helping restaurants, cafés, bakeries, caterers, and food service businesses with payroll reconciliation, cash flow management, and accurate financial reporting.
🏘️ Real Estate & Rental Businesses: Assisting Airbnb hosts, landlords and property managers with rental income tracking, maintenance expenses, security deposits and accurate reporting for tax filing and cash flow management.
🔹 **Why Choose Me?**
✅ QuickBooks Online Pro-Advisor
✅ Detail-oriented and committed to accuracy
✅ Proficient in multiple accounting software
✅ Reliable, efficient and deadline focused
If you need a reliable Bookkeeper or U.S. tax preparer to keep your books accurate and tax-ready, let’s connect today! 🚀
Talha L.
has worked
.
United States
$135/hr
96%
Job Success
$90K+ earned
Available now
Offers consultations
Start of list.
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I’ve reviewed 1000s of startup decks, 10+ years of experience in VC in USA in various roles: VC Partner, Head of Investor Relations, 2x founder.
I think like an investor, structure like a consultant, write like a strategist, design like a pro.
I work with VC, PE funds, startups and businesses of all stages on:
🔴 Sharpening and writing investor narratives that cut through the noise
- pitch decks, memos, onepagers and investor materials
🔴 Design that is not decoration. It is hierarchy and intent, and a spark of magic ✨
- Branding, materials design, visual language
My CORE PRINCIPLES in investor materials:
- Sharp positioning, avoid generics. “Backing exceptional founders who drive innovation” 🤢 must go
- Assume people don’t read, they scan. Cut text, use tight bullets, numbers, logos and highlights
- Lead with traction, team track record, tangible insights. That is what actually sells
My PROCESS:
- Materials revision, discovery call with founders
- Writing or refining content, iteration-review loops
- Polish with professional design after content is set
OR
- Pitch deck review consultation with honest, practical feedback. Book in my profile
🔴 I maintain relationships with VCs, debt lenders, and family offices and selectively refer aligned deal flow. I am a registered broker-dealer in the USA.
I can also lead your fundraising / investor relations if we align.
About me:
- founder at prophet.partners, investor relations studio
- Ex-VC partner at Starta VC & accelerator in NYC ($50M AUM across fund I, fund II, 150+ portfolio companies)
- Harvard University: Management in Innovation & Technology executive program
- VC Lab: fundraising program for emerging VC fund managers
Expertise in: VC, funds, B2C, B2B, SaaS, Consumer, DTC, hardware, apps, deeptech AI, PE deals, venture credit, real estate and more
Let’s connect, I’d love to hear your story and see how I can add value.
Pakistan
$15/hr
100%
Job Success
$10K+ earned
Available now
Offers consultations
Start of list.
End of list.
Hello,
Are you seeking a seasoned professional to handle your accounting, bookkeeping, and financial planning needs? With over 13 years of experience, I specialize in providing businesses with the clarity and tools they need to succeed. My goal is to help you maintain transparent financial records, streamline operations, and uncover opportunities to achieve your business potential.
My qualifications include:
- Associate Chartered Management Accountant (ACMA)
- Commerce and law graduate with an MS in Finance
- Google Certified Digital Marketing and E-Commerce Professional
- Certified QuickBooks ProAdvisor and Xero ProAdvisor
Expertise and Services:
- Comprehensive accounting and bookkeeping solutions tailored to your business
- Expertise in tools like QuickBooks, Xero, Wave, Zoho, and Microsoft Excel
- Strategic business planning to identify and leverage growth opportunities
- Financial reporting, budgeting, forecasting, and cash flow management
Why Choose Me?
- Over a decade of professional experience as a financial analyst, business consultant, and accountant.
- Proven ability to partner with entrepreneurs and managers to maintain accurate records and unlock business potential
- Dedicated to delivering customized solutions with a client-focused approach.
- Extensive freelancing experience across platforms, catering to diverse industries.
Let’s collaborate to ensure your business operates at its full potential. I look forward to contributing to your success.
Thank you for your time and consideration.
Best regards,
Sajid Ali
Sajid A.
has worked
.
Associated with
OPTIMA BUSINESS CONSULTING
$4K+
earned
$30/hr
100%
Job Success
$4K+ earned
Offers consultations
Start of list.
End of list.
Hello, those seeking accounting services.
I am an ACCA-qualified professional with 13 years of experience in Accounting Advisory, Assurance, and Tax roles across financial and non-financial sectors.
Vision:
Cater to the needs of clients from small, medium to large scale businesses across various industries including E-commerce, Real estate, Asset Management, Manufacturing, EBPs, Yellow Books etc.
Service Offerings:
• Accounting and Bookkeeping (Xero, QuickBooks, Zip books, Sage Intacct MYOB, Wave, FreshBooks, Netsuite, Zoho)
• Recording of financial transactions
• Accounts Payable/Accounts Receivable Management
• Virtual CFO Support
• Financial reports
• Inventory/stock management
• Management Information Report
• Tax Management - Preparation for individuals (1040), partnerships (1065), S corps (1120S), and corporations (1120)
• Budgeting and forecasting
• Financial and analytical support
• Payroll processing
We can connect and discuss your business through various platforms, including message, email, Skype, Facebook, Zoom, or any other method you prefer. Feel free to ask me any questions you may have.
I look forward to exploring how we can support each other in achieving our goals in both business and life.
Thank you, and take care!
Archit Arora
$25/hr
100%
Job Success
$80K+ earned
Available now
Start of list.
End of list.
🔷Construction & Property Management Accounting Specialist | WIP, AIA, Owner Statements 🔷
I am a Senior Property Management & Construction Bookkeeper with 9+ years of hands-on experience supporting CPA firms, property managers, and construction companies across the US & Canada. I specialize in keeping books clean, compliant, and decision-ready—so owners can focus on growth, not accounting issues.
I understand the unique complexities of property management and construction accounting, including trust accounting, job costing, WIP, AIA billing, and owner reporting. Whether you need a full cleanup, ongoing bookkeeping, or month-end close support, I deliver accurate and timely results..
--Property Management Bookkeeping Services:-
1-AppFolio, Buildium & Propertyware bookkeeping
2-Trust & escrow account management
3-Owner statements & distributions
4-Tenant billing & rent roll reconciliation
5-CAM reconciliations
6-Bank & credit card reconciliations
7-1099 preparation & vendor management
--Construction Industry Bookkeeping Services:-
1-Job costing & project profitability tracking
2-AIA billing & progress invoicing
3-WIP & percentage-of-completion accounting
4-AP, AR & subcontractor payments
5-Change order tracking
6-Month-end close & financial reporting
--Software Expertise:-
1-QuickBooks Online / QBO Accountant
2-AppFolio
3-Buildium, Propertyware
4-Xero
5-Excel & Google Sheets
6-NetSuite etc
--Why Clients Choose Me:-
✔️ 9+ years of specialized industry experience
✔️ Strong understanding of CPA & audit-ready books
✔️ Accurate, detail-oriented, and deadline-driven
✔️ Clear communication & fast turnaround
✔️ Trusted by property managers, builders & CPA firms
If you’re looking for a reliable accountant- bookkeeper who understands both property management and construction accounting, let’s schedule a quick call and discuss how I can support your business.
Message me anytime — I’m ready to help.
Thank you
Safdar Ali Shah
Safdar Ali S.
has worked
.
$25/hr
100%
Job Success
Available now
Offers consultations
Start of list.
End of list.
Hello,
Are you ready to conquer your data challenges? As a top-rated specialist in Excel, Power BI, and MySQL, I transform data chaos into streamlined, actionable insights that power your business to success.
Why Partner with Me?
Comprehensive Data Integration & Management: I bridge data from Excel, SQL, MySQL, and PDF sources to create custom solutions aligned with your business goals.
Innovative Custom Excel Templates: I craft innovative Excel templates tailored for reporting, tracking, and analysis, making your data processes more efficient and insightful.
Exceptional VBA & Macro Automation: I automate repetitive tasks with precision using advanced VBA and Macros, boosting efficiency and minimizing errors.
Power Query & DAX Analysis Expertise: I reshape and reorganize your data with Power Query, while leveraging DAX to reveal hidden insights and drive strategic decisions.
Dynamic Reports & Interactive Dashboards: I design visually captivating reports and interactive dashboards that effectively convey your data stories, enhancing decision-making.
Advanced Pivot Table Solutions: I deploy expertly designed pivot tables to provide multifaceted insights tailored to your unique perspectives.
Commitment to Data Accuracy & Reliability: My solutions are synonymous with precision and reliability, fostering greater confidence in your data-driven decisions.
Ready to elevate your business with cutting-edge data solutions? Let's collaborate to turn your data into a strategic asset. Contact me today to get started!
Ahmed S.
has worked
.
United States
$150/hr
100%
Job Success
$100K+ earned
Available now
Start of list.
End of list.
--MBA with Wall Street experience (American University, Deutsche Bank)
--15 years at IBM Consulting
--Write white papers, business cases, pitch decks, web content and press releases
--Journalism clients include The Economist Group, Investor's Business Daily, Newsday, Palm Beach Post, Institutional Investor's Alpha, The Industry Spread and DealFlow's Alternative Lending Report
--Presently writing and editing feature articles for AlphaSense, Global Finance magazine, HFM, the Sharestates blog and others
--Ghostwriting newsletters and market forecasts for two pension funds
--Served on staff at Rodale Press, (Fort Lauderdale, Fla.) Sun-Sentinel and ChemicalWeek
--Board member, New York Financial Writers Association
William F.
has worked
.
$20/hr
100%
Job Success
$3K+ earned
Available now
Offers consultations
Start of list.
End of list.
I help US, UK, Canada & Australian businesses maintain clean, accurate, and decision-ready financials.
With practical experience in bookkeeping, accounting, reconciliations, payroll support, and financial reporting, I specialize in helping businesses stay organized, improve cash flow visibility, and make confident financial decisions.
My expertise includes:
✔ QuickBooks Online & Desktop
✔ Buildium & AppFolio bookkeeping
✔ Bank & Credit Card Reconciliation
✔ Accounts Payable & Accounts Receivable
✔ Cleanup & Catch-up Bookkeeping
✔ Payroll Accounting
✔ Financial Reporting
✔ Month-End Closing
✔ Real Estate & Property Management Accounting
✔ Excel & Financial Analysis
I understand that business owners don’t just need data entry — they need reliable numbers they can trust.
Whether it’s fixing messy books, reconciling accounts, managing property accounting, or preparing accurate financial reports, I focus on delivering detail-oriented and dependable accounting support.
If you are looking for someone proactive, organized, and experienced with international accounting workflows, feel free to connect.
Divya P.
has worked
.