Financial Management Jobs

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Fixed-Price - Expert ($$$) - Est. Budget: $100 - Posted
We are on the verge of breaking through as a firm, and we would like to make sure our financial records are accurate for business, legal, and overall overview of the firms financial health. Must be well versed in business accounting Must have business legal knowledge Must be a U.S Citizen and registered accountant Responsibilities: Record keeping Financial planning Tax filing Most importantly, financial advising. $100/mo fixed for standard operation Variable rate for non-standard operations
Skills: Financial Management Business valuation Certified Public Accountant (CPA) Financial Accounting
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
- this project is a comparison between CAPM and the three factors model , which model perform better. - we have to use stock prices from s&p 500 top 25 stocks according to their performance . - To analyze the data I have to run time series regression using OLS method using E-views system.
Skills: Financial Management Academic Writing Financial analysis Financial Reporting
Hourly - Expert ($$$) - Est. Time: More than 6 months, 30+ hrs/week - Posted
About the Company: We are a Consulting based company with Gross revenues of over 15 million dollars per annum. We specialize in helping individuals start their own online businesses from home, many become successful and many do not. We also produce and manufacture our own supplement products that we market on the internet as a free trial offer to consumers nationwide and in Canada. Our business is 100% online with only key executives and assistants working in our Madison avenue location. Responsibilities: The Controller is responsible for all finance and accounting operations including the production of weekly/monthly/annual financial reports, maintenance of an adequate system of accounting records, managing credit and merchant accounts and a comprehensive set of controls and budgets. Some experience with e-commerce is required as all business is done online. They will initially manage one staff accountant and a senior accounting contractor but we expect this to grow rapidly to several staff. Principal Accountabilities: Management Create and maintain a documented system of accounting policies and procedures Manage any outsourced functions, interfacing with our vendors for telemarketing and shipping Oversee the operations of the accounting department, including the design and reorganization of an organizational structure adequate for achieving the department's goals and objectives as transaction volume and number of suppliers and customers increases Oversee the accounting operations and cumulative reporting across many legal entities under our control including policies and procedures Daily reconciliation of all deposits against purchases Daily vendor payments from company accounts to maintain balances for chargebacks but also pay bill on a timely basis to insure good credit and growth of credit card processing capabilities of each entity Report across individual companies and collectively for KPIs and provide daily, weekly and monthly reports and populate dashboard to be created Develop and update rolling 90 day cash and P & L forecasts Hire and mange bookkeeper(s) and accountants as needed to support rapid growth – Staff ratio to be determined with transaction level to maintain in high-growth mode to allow 60 day hiring cycle for new employees Control costs and negotiate with vendors Work with Business Analysts to achieve cost savings and revenue growth Develop systems to manage risk and create checks and balances needed to prevent and detect any fraud Produce monthly P & L and Balance sheets with forecast to actual reporting Financial Controller Tasks. Ensure policies and procedures are in compliance with professional standards, state and federal regulatory requirements. Establish and maintain internal controls to support the financial infrastructure. Present financial reporting and potential risk areas to senior management. Guide management and analysts with opportunities for savings and/or additional revenue Transactions Ensure that accounts payable are paid in a timely manner Ensure that all reasonable discounts are taken on accounts payable Ensure that accounts receivable are collected promptly Process payroll in a timely manner Ensure that periodic bank reconciliations are completed Ensure that required and debt payments or collections are made on a timely basis Maintain the chart of accounts Maintain an orderly accounting filing system Maintain a system of controls over accounting transactions Reporting Issue timely and complete financial statements Coordinate the preparation of any needed corporate annual report for tax purposes Recommend benchmarks against which to measure the performance of company operations Calculate and issue financial and operating metrics Manage the production of the annual budget and rolling 90 day forecasts Calculate variances from the budget and report significant issues to management Provide for a system of management cost reports Provide financial analysis as needed, in particular for capital investments, pricing decisions, and contract negotiations Compliance Coordinate the provision of information to any external accountants for the annual review Monitor vendor accounts, credit, debt levels and compliance with any covenants Comply with any necessary local, state, and federal government reporting requirements and tax filings
Skills: Financial Management Accounting Accounts Payable Management Accounts Receivable Management
Hourly - Expert ($$$) - Est. Time: More than 6 months, 30+ hrs/week - Posted
About the Company: We are a Consulting based company with Gross revenues of over 15 million dollars per annum. We specialize in helping individuals start their own online businesses from home, many become successful and many do not. We also produce and manufacture our own supplement products that we market on the internet as a free trial offer to consumers nationwide and in Canada. Our business is 100% online with only key executives and assistants working in our Madison avenue location. Responsibilities: The Controller is responsible for all finance and accounting operations including the production of weekly/monthly/annual financial reports, maintenance of an adequate system of accounting records, managing credit and merchant accounts and a comprehensive set of controls and budgets. Some experience with e-commerce is required as all business is done online. They will initially manage one staff accountant and a senior accounting contractor but we expect this to grow rapidly to several staff. Principal Accountabilities: Management Create and maintain a documented system of accounting policies and procedures Manage any outsourced functions, interfacing with our vendors for telemarketing and shipping Oversee the operations of the accounting department, including the design and reorganization of an organizational structure adequate for achieving the department's goals and objectives as transaction volume and number of suppliers and customers increases Oversee the accounting operations and cumulative reporting across many legal entities under our control including policies and procedures Daily reconciliation of all deposits against purchases Daily vendor payments from company accounts to maintain balances for chargebacks but also pay bill on a timely basis to insure good credit and growth of credit card processing capabilities of each entity Report across individual companies and collectively for KPIs and provide daily, weekly and monthly reports and populate dashboard to be created Develop and update rolling 90 day cash and P & L forecasts Hire and mange bookkeeper(s) and accountants as needed to support rapid growth – Staff ratio to be determined with transaction level to maintain in high-growth mode to allow 60 day hiring cycle for new employees Control costs and negotiate with vendors Work with Business Analysts to achieve cost savings and revenue growth Develop systems to manage risk and create checks and balances needed to prevent and detect any fraud Produce monthly P & L and Balance sheets with forecast to actual reporting Financial Controller Tasks. Ensure policies and procedures are in compliance with professional standards, state and federal regulatory requirements. Establish and maintain internal controls to support the financial infrastructure. Present financial reporting and potential risk areas to senior management. Guide management and analysts with opportunities for savings and/or additional revenue Transactions Ensure that accounts payable are paid in a timely manner Ensure that all reasonable discounts are taken on accounts payable Ensure that accounts receivable are collected promptly Process payroll in a timely manner Ensure that periodic bank reconciliations are completed Ensure that required and debt payments or collections are made on a timely basis Maintain the chart of accounts Maintain an orderly accounting filing system Maintain a system of controls over accounting transactions Reporting Issue timely and complete financial statements Coordinate the preparation of any needed corporate annual report for tax purposes Recommend benchmarks against which to measure the performance of company operations Calculate and issue financial and operating metrics Manage the production of the annual budget and rolling 90 day forecasts Calculate variances from the budget and report significant issues to management Provide for a system of management cost reports Provide financial analysis as needed, in particular for capital investments, pricing decisions, and contract negotiations Compliance Coordinate the provision of information to any external accountants for the annual review Monitor vendor accounts, credit, debt levels and compliance with any covenants Comply with any necessary local, state, and federal government reporting requirements and tax filings
Skills: Financial Management Accounting Accounts Payable Management Accounts Receivable Management
Hourly - Entry Level ($) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
We have only a couple of clients but need help managing our books. We use freshbooks. Need help coordinating payments, invoices, making sure we are in the green, helping to transition to dedicated bank account for business instead of personal accounts. All very small scale things but I have no finance background and could use help with these things. - Must have extensive experience with Freshbooks - Must have experience cross referencing Upwork billing - Must have experience ensuring businesses are in the green - Bonus if experience with JIRA and Tempo
Skills: Financial Management Accounting FreshBooks
Fixed-Price - Intermediate ($$) - Est. Budget: $700 - Posted
Points needed: 1. Comprehensive study for middle east market includes : • studying the volume of the freelancer market in the area. • the number of users as both buyers and sellers in the area. • the geographical distribution of users in the area. • the competitors in the middle east. • the positives and negatives of competitors. • Swot analysis • the distinguished competitive merit of our project • Proposals for the development of services 2. Prepare a FULL technical study and analysis for sites such as fivers.com and the sites' way of working from A-Z and the required human resources 3. A financial feasibility study using best technologies to develop an advanced finance program and a plan for recovery ( general budget , costs, the monthly and yearly profits for 10 years, BEP, etc ..) 4- Business plan 5. marketing plan 6- Process flow Please only apply if you will be able to make analysis to the Middle east market.
Skills: Financial Management Business Analysis Business Modeling Business Planning
Hourly - Expert ($$$) - Est. Time: 3 to 6 months, 10-30 hrs/week - Posted
Hello upworkers! I am a successful and busy entrepreneur, in the media and tech space. I'm based across a few countries in Asia, but my time zone is usually Hong Kong / Singapore. As a business owner I have my own businesses organised, growing, and running smooth - However, organising my personal life is a different story. My personal life has taken a back seat to all of this, and needs to be maintained better. This is mostly financial planning related, such as budgeting, reminders of bills, sorting our insurance premiums, rent, and other things such as finding better travel deals, living healthy, and personal growth. The assistant I find on upwork will become my personal saviour and I'm imagining a bit like a nagging wife that tells me I'm spending too much of the kids college money on good whiskey. But I need both! Jokes aside, I'm looking for a super organised individual that can assist me with all of this, month by month, over a long term period. Here's more info: ---------------- Working arrangement (remote): - Once a week, 30-45 minute call (4 x times a month). In this call I will update you on financial things I need done, and also get updates from you on my budget (how much I spent, what I have left this month etc), among other updates. We could use an online finance planning platform, or just an excel sheet, etc. It'll be a casual catch up each time, nothing too formal. This would happen like clockwork regularly, e.g.: Every Monday at 9AM Singapore time, and the goal of this is to keep my life and finances organised and on track. - A set number of hours per month (e.g.: 6-8 per week) that I can ask you to use for other tasks (small example: please find me my 3 best options of studying law online part time). This will be laid out on a project management platform such as trello, asana, etc. Please let me know the cost per hour for these ad-hoc tasks, and this needs to be flexible month-by-month. - I will need the assistant to become familiar with a few online platforms, such as Trello, slack, google drive, dropbox, skype. Which should be easy. We would manage communications through these channels rather than emails or upwork messages (but of course use upwork for billing) - There is a possibility that I will ask you to handle small payments for me, and the assistant will definitely know my personal budget and spending habits - therefore this person must be EXTREMELY TRUSTWORTHY. I will most likely have us sign an NDA form before we begin. I can't stress this enough. ------------------- Please submit a proposal if: - You are naturally a very organised and consistent person - You love to keep track of all the small things such as personal budgets and to-do lists - Personal finance is easy peasy for you, and something you can help me with - Native english speaker (*this is a must) - You're ok with syncing up to my time zone - You're used to working with someone who is sporadic, fun, and busy
Skills: Financial Management Virtual Assistant
Hourly - Expert ($$$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
A London based startup targeting China HNWI is seeking to raise funding. We are looking for an individual or team who can assist us in raising capital either through traditional private fund raising, crowdfunding, institutional investment or other channels. Last month we received approval from the UK Government on their attractive EIS & SEIS investment schemes. Please get in touch with your contact details so we can discuss further. This position is open immediately. Many thanks,
Skills: Financial Management Crowdfunding Equity Research Financial modeling
Fixed-Price - Entry Level ($) - Est. Budget: $5 - Posted
[PFMFUND] - TRADER‬ RECRUITMENT We are a fund and we are looking for traders to work with us. We don't need you to show us your trading history. We need REAL traders so you will have to compete with other traders and we will only hire the best. We will hold a small contest for you and please only join in this job if you take this serious. The price above is for nothing, you well be paid based on your REAL capability. If you are confident, please feel free to contact us via Upwork, The next contest will be held next week so hurry up. More details will be discussed in the interview. Thank you.
Skills: Financial Management Economic Analysis Financial analysis Investment Research
Fixed-Price - Expert ($$$) - Est. Budget: $500 - Posted
Read job post properly first. Hello, I am Md. Amirul Islam Opu, A Professional Foreign Exchange Trader And Fund Manager. I have over 2 years of great experience. I am simple price action trader. I have simple plan to trade. I have supreme knowledge about Technical Analysis, I also have sound knowledge on Fundamental and Sentiment Analysis. I have worked as signal provider and technical analyst. You know, Forex market is the best place to invest. Invest your fund with me. I need recruiters for getting investors. For getting per confirmed investor, I will give $500. Recruiter will use this info to convince investors... I will give extra reward based on investment amount. You will be paid surely. **************************************************** * My System: technical & fundamental * Trading Type: manual * Expected minimum return monthly: 15-30% * Used Leverage: 1:200 * Risk per order: 2-5% * Capital Protection: 90% of Investment. There will be 90% of investment protection, means If I loss 10% of investment unfortunately, then you can terminate the deal.. That's the safest option. * Minimum Investment: 3,000/5,000/10,000/20,000 etc USD * Suggested Investment Time-frame: 1 year * You will invest in your account with my "recommended" reputed Forex broker, so your investment is safe.. I only can trade in your account. Money deposit and withdraw option is only available for you. I will be loyal and dependent on you for my profit. * Withdraw Profit : Weekly or Monthly or based on combined recommendation. * Profit Sharing : Profit will be shared by 50/50. Investor will keep 50% of profit and I will keep 50% profit. * Deal will be conducted by mutual understanding, honesty and professionalism. Investors should be honest and professional enough to give my earnings. **************************************************** These information is important for this project. I will request recruiters to read these properly. Kindly let me know your view. I am waiting for your valuable response. Hoping for the best. Cheers. Regards, Md Amirul Islam Opu
Skills: Financial Management Affiliate Marketing Blog Writing Budgeting & Forecasting