Financial Management Freelancers

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Financial Management Job Cost Overview

Typical total cost of Upwork Financial Management projects based on completed and fixed-price jobs.

Upwork Financial Management Jobs Completed Quarterly

On average, 46 Financial Management projects are completed every quarter on Upwork.

46

Time to Complete Upwork Financial Management Jobs

Time needed to complete a Financial Management project on Upwork.

Average Financial Management Freelancer Feedback Score

Financial Management Upwork freelancers typically receive a client rating of 4.73.

4.73
Last updated: May 1, 2015

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  1. Andreea A.

    Andreea A.

    Ph.D. in Finance

    Romania - Last active: 1 day ago - Tests: 12 - Portfolio: 3

    In top 5% freelancers at oDesk, I am a professionally trained academic writer, financial analyst and market researcher with two years oDesk experience and over 2,000 hours worked to design academic articles, research projects, market reports, marketing presentations, business plans, financial analyses and economic studies. I hold a bachelor degree in finance-Specialization "Finance and Banks", a master degree in Economics and a doctorate degree in "Finance" with merit Excellent (2011). I have written 34 articles published in international databases rated journals or published in the volumes of national and international conferences from Romania and abroad (Kavala-Greece, Prague, Hradec Kralove-the Czech Republic (ISI Proceedings indexed), Izmir-Turkey, Tallin-Estonia, Chisinau-Republic of Moldova). Education -Doctorate Degree in Finance with merit Excellent, 2011; -Diploma for participating in the national science writing program included in the project "Doctorate in Excellence Schools- The Evaluation of Research Quality in Universities and Increasing Visibility by Scientific Publications", April 29-30, organized by UEFISCU and the National Government of Romania, 2010; -Master Degree in Economics, 2008; -Jean Monnet permanent course "European monetary and financial integration" Certificate No. 001763, 2006-2007, organized by the Center for European Studies, "Alexandru Ioan Cuza" University of Iasi, Romania, 2008; -Bachelor of Finance (specialization: Finance and Banks), 2007. Articles published in international databases rated journals (National University Research Council- CNCSIS B+) or CNCSIS acknowledged journals: 2011: The Monetary Policy Transmission Mechanism under Financial Distress. An Overview, Ovidius University Annals, Economic Sciences Series, Vol. XI, Issue 1, (B+), RePEC, DOAJ, Ovidius University Press, pp. 1832-1838, co-author; 2011: Optimum Currency Areas Theory: Economic Foundation for Monetary Unification, Ovidius University Annals, Economic Sciences Series, Vol. XI, Issue 1, (B+), RePEC, DOAJ, Ovidius University Press, pp. 2315-2320, co-author; 2010: The Challenges Facing Single Euro Payments Area Adoption in the Light of the Financial Crisis”, Ovidius University Annals, Economic Sciences Series (B+),RePEC, DOAJ, Ovidius University Press, ISSN 1582-9383, pp. 211-216; III. Articles published in the volumes of international conferences from abroad: 2011: Determinants of Romanian Credit Default Swap Spreads in the Context of the European Debt Crisis, Proceedings of The 3rd International Conference Economies of Central and Eastern Europe: Convergence, Opportunities and challenges, Tallin School of Economics and Business Administration of the Tallin University of Technology, Tallin, Estonia, (co-author); 2011: Romania and the Challenges of Economic and Monetary Union: An Overview, Proceedings of the 12th Annual Doctoral Conference of Faculty of Finance and Accounting, Prague, Czech Republic (ISI Proceedings indexed); 2011: Testing for Government Bond Market Integration. The case of the European Union, Proceedings of the 14th International Students’ Conference on Economics, Izmir, Turkey; 2011: Financial Integration of European Money Market: from EMU to the Global Crisis and Beyond, Proceedings of Hradec Economic Days 2011 Economic. Development and Management of Regions, University of Hradec Kralove Publishing House, Czech Republic, ISBN 978-80-7435-101-3, pp. 17-21, (co-author); 2010: The Implications of European Retail Banking Integration on Small and Medium-Sized Enterprises Financing. An Overview, Proceedings of Management of International Business and Economic Systems, Department of Information Management, Kavala Institute of Technology, Kavala, Greece, ISBN 978-960-98411-8-4, pp. 605-619, (co-author); 2010: Private Equity Investments and Innovation Stimulation, published in the volume of the international conference Competitiveness and innovation in Knowledge Economy, Economic Studies Academy, Chisinau (co-author); 2010: Perspectives on Single Euro Payments Area Adoption in the Light of the Financial Crisis, published in the volume of the international conference Financial policies for growth recovery under the global economic crisis, Policolor Publishing House, Chisinau, ISBN 978-9975-9956-2-7, pp. 90-95.

    $50.00 /hr
    2,517 hours
    4.87
  2. John Dutton

    John Dutton

    Consultant | CFO | CEO | Board Director

    United States - Last active: 2 days ago

    Mr. Dutton is a high-impact executive who strategically grows business and valuations. Revamped operating processes, streamlined operations, and created a culture of performance. As a leading Wall Street Analyst, pioneered research that launched publicly traded hospital chains; repeatedly raised ~$250MM in equity and debt capital. NASDAQ Committee Member. Expert at analyzing industry trends, conceptualizing new market opportunities, and forecasting plans that drive top-line growth. Leverage analyst experience and financial acumen to ensure flow-through to bottom-line. Broad industry experience in investment management, and research, corporate finance, healthcare, environmental technologies and regulation, alternative energy, liability insurance carriers General & Financial Management | Strategy & Planning | Mergers & Acquisitions | Capital Formation There are a wide range of projects and assignments that I can undertake for a client based on my last year which are illustrative. I assessed and designed an alternative investment fund based on assembling significant holdings of ranch lands and bison herds. I guided the revamping of the management and treasury systems of a mid-size real estate company. I have been asked to design financial services career preparation for anticipated needs arising from Chinese free trade zone liberalization and demand for employees. Finally serving as adviser to new. integrated healthcare and IT company founded by several leading doctors. Dutton Consulting - Sacramento, CA Co-Managing Partner Mid 2013 to Present Contracted to design and run an alternative investment fund based on ranch lands and commercially growing bison herds. Fund was highly correlated to inflation and negatively to equities and treasuries. Also revamped the management and treasury systems of a mid size real estate company, and developed training guidelines for employment in expanding Chinese financial services industry following establishment of free trade zones. PARADIGM BIOSCIENCES INTERNATIONAL, LLC, San Francisco, CA Chairman & Chief Financial Officer (CFO) • Drove startup process and technical development addressing multi-billion dollar markets with biological emissions solution for utilities & regulators; marketable end products sales; managed financial affairs o Raised initial $1.4 million funding; o Drove joint commercialization agreement from top California technical university - CalPoly DUTTON ASSOCIATES LLC, Sacramento, CA CEO, CIO & Chief Financial Officer (CFO) 1997 to 2009 One of largest international small cap equity research firms in North America, the EU, and China • Increased client enterprise values and facilitated $350M+ equity financing for small cap clients. Its service model became a dominant worldwide influence for small cap companies. o Stimulated capital formation including PIPEs, AMEX, ADRs; instrumental in launching China equities. o Drove (in 1 year) double-digit stock gains for 218 clients’ stocks (39%) over Russell 2000 with 416% increase in trading volume. WEINRESS, FRANKSON, PRESTON & FRIEND, Irvine, CA Research Director 1995 to 1997 • Established enterprise value enhancement and capital formation through a regional research, trading and banking model. o Led $50M equity financing causing resurgence of GPS stocks. CORSAIR ASSET MANAGEMENT INC., Los Angeles, CA President & CIO 1984 to 1994 • Increased corporate client valuation and profitability through investment performance over benchmarks. Optimized cash flows and capital appreciation. o Saved client $20M annually in premium and contribution costs for AMI’s pension and insurance costs. o Managed early adoption of technological solutions improving profitability. AMERICAN MEDICAL INTERNATIONAL (AMI), Beverly Hills, CA Senior Vice President Worldwide Development & CIO, Director 1970 to 1984 International NYSE listed healthcare company • Made $1B annual impact to top-line by significantly improving and executing worldwide development projects and M&A; bottom-line increase by 20% of revenue gain. Chaired Board Audit Committee. o Set up and managed $150M ERISA / captive insurance portfolios. o Co-led domestic and international public, private and project financing; investor relations.

    $83.33 /hr
    85 hours
    5.00
  3. Chirag Shah

    Chirag Shah

    Business Coach and Strategic Consultant

    India - Last active: 2 days ago - Tests: 8

    I am Chartered Accountant with 13+ years of Entrepreneurial experience. I have ventured into various projects and have been integral part of many start-ups. Couple of ventures which I was associated with got acquired at a valuation. I am currently business coaching 1) Woman Entrepreneur in Switzerland 2) Lean Mobile apps and online start-up in USA 3) Digital Marketing Start-up in USA 4) Top 20 IT product and services Company in Middle East I have Business Coached: 1) Online MLM Company in Netherlands 2) Job services Company in USA 3) Health and Fitness Company in Australia 4) Mobile App start-up Company in Australia 5) eCommerce Consultant to Company in UK 6) Investment Banking Boutique in UK 7) HR policies and procedure consultancy to a Company in Africa 8) IT and eCommerce Companies in India I am on the advisory board of technical institute and was judge for Student in free enterprise (SIFE) global entrepreneurial competition. My Skills are: 1) Business planning and strategy 2) Turning around businesses and business coaching 3) Financial planing and projections 4) Making business plans and Information Memorandum 5) Business development and marketing strategies 6) HR policies and Employee Management programs My brief profile: • Ventured in to then premature domain of E-learning in 1999 and was first to introduce online (Web-based) learning platform for CA Exam Prep in India. • Integral part of start-up team to introduce first online learning platform for US CPA Exam prep in 2002. • Defined and Structured E-learning platforms along with learning contents for US Based Companies like CPApass.Com, Smartpros & USCPASuccess. • Instrumental in Incorporating Broadllyne Technologies Pvt. Ltd. (BTPL) in 2005 an IT Services Company specialized in Education and IT services domain. BTPL developed and implemented first of its kind Education ERPs for School, Colleges and provided application development services to various Organizations. • Conceptualized and developed a unique online digital language learning platform – eduologue for anytime-anywhere language learning. • Conceptualized and architected online CA Audit management System to automate Audit processes, first of its kind in India. • Designed eLearning custom contents for the courses related to finance for CA Courses, USCPA courses, IFRS, Policy and Procedures for ADIB, Derivatives course for leading Financial services Company etc. • Designed eLearning courses for Technical and Behavioral training for Geometric Limited, UASC, Etihad Airways, Marico etc. • Consulted and developed applications based on process systems for Government Organizations like Central Institute of Fisheries education (CIFE), CIRCOAT, Western Railways etc. • Conceptualized and Developed Human Resource Management System (HRMS). • Consulted Number one CA Coaching Classes in India for Franchise development, Train the Tutors program etc. • On the Advisory Board of M.M.College of Technology, Raipur - India. • Lead Special Audit Team at Tata AIG and Themis Pharmaceuticals in 1999-2000. • Special Judge at Students In Free Enterprise (SIFE) a global entrepreneur competition. • Consulted various IIT-Powai incubated start-ups like Webaroo and Computer Masti on Business strategies and development. • Project Consultant to Chanakya Insitute of Management, All India Local self Government outfit for ICT in Government Schools project. • Conceptualized and developed first of its kind community and training portal for Food industry, Food industry professionals Academy (FIPA). Integral part of content development team for developing training modules based on new FSSA Act. • Mentored various Companies in defining business plans and financial projections. Also assisted them in raising PE and Angel funds. I can be your friend, philosopher and guide for your business or projects and be rest assured its done.

    $42.00 /hr
    589 hours
    4.97
  4. Olga S.

    Olga S.

    Financial analyst, Business valuation and consulting

    Russia - Last active: 1 month ago - Tests: 6

    Top Rated oDesk Freelancer with 5.00 STAR rating and Fluent in english ✔ "100% Job Success" Badge on profile ✔ 7+ years of corporate experience as Financial Controller in FMCG and major start-ups. ✔ Certified management accountant (CMA) ✔ Diploma in Financial reporting DipIFR (ACCA) ✔ 100% flexible, can work in any time zone I possess extensive experience in: ✔ financial reporting (Profit & loss statement, Cash Flow, Balance sheet) ✔ cost controlling ✔ financial analysis ✔ investment analysis (NPV, IRR, CAPM) ✔ budgeting ✔ business valuation

    $45.00 /hr
    2 hours
    5.00
  5. Adrian N.

    Adrian N.

    Marketing and Business Development Expert

    Germany - Last active: 04/20/2012 - Tests: 4 - Portfolio: 1

    Visionary, entrepreneurial business strategist with 15+ years of verifiable success steering growth and expansion in the Telecom and IT industry. Brings extensive understanding of critical success factors in strategic marketing, brand creation and management and customer service excellence. Creative, achievement driven marketing specialist with significant online marketing skills. Resourceful, problem solving expertise and business development vision.

    $50.00 /hr
    10 hours
    5.00
  6. Kevin Kennedy

    Kevin Kennedy

    Part-Time CFO & Controller

    United States - Last active: 04/17/2013 - Tests: 1

    I am an accomplished accounting and financial professional with more than 15 years of experience working primarily with small businesses, associations and nonprofits. I have served as a senior level executive holding various positions including CFO, Vice President, Treasurer, Director of Accounting, Director of Finance, Mergers and Acquisitions, Program Control/Internal Auditor and various Controllerships. In those capacities, I have effectively managed the responsibilities that accompany those positions at trade associations, nonprofit foundations, professional consulting firms and in the software, technology, healthcare, retail and government contracting sectors. Below are some additional qualifications and accomplishments: • Specialize in applying “best practices” in all aspects of the accounting cycle to small and medium size businesses, nonprofit organizations and trade associations. These practices were learned by having worked for and with more than 75 small to mid-sized organizations. • Dozens of accounting conversions from cash-based to accrual-based accounting in accordance with GAAP. • Designed extensive budget for trade association covering all revenues and operational expenses and detailed budgets for all events based on historical expenses and attendance. • Responsible for all financial report preparation, analysis and presentation of the results and accompanied analytics to executive management and Board of Directors. • Authored, with Board approval, a full cycle accounting polices and procedures manual. • Advanced knowledge of revenue recognition including SOP 97-2, 98-9, 81-1, SAB 104 and financial reporting including FAS 116 and 117 for nonprofits 501(c)(3) and 501(c)(6) organizations. • A Certified QuickBooks User and extensive hands on experience with MAS 90, MAS 200, Microsoft Dynamics GP, PeachTree, Oracle Financials, PeopleSoft and various other accounting software packages. Expert knowledge of Microsoft Excel. Specialties Trade Associations • Non-Profit Organizations • Small Businesses • Professional Associations • Financial Reporting & Analysis • Policies & Procedures • Forecasting & Budgeting • Cash & Treasury Functions • Audits • Business Productivity & Performance Improvement • GAAP • M&A • Due Diligence • Acquisition Integration • Risk & Internal Controls • Business Turnaround • Leadership & Strategic Planning • Accounting Systems & System Implementation Websites: http://www.doublekconsultingllc.com http://www.linkedin.com/in/kevinkennedycfo

    $55.56 /hr
    6 hours
    5.00
  7. Neha J.

    Neha J.

    Certified Excel VBA / Finance Professional / Business Plan / Budgets

    India - Last active: 3 days ago - Tests: 15 - Portfolio: 66

    1. Have Ten years of experience in working with MS Excel (2003, 2007, 2010, 2013 Formules, Macros, Pivot Tables/Charts/ Reports, Forms). Strong knowledge of integrating Visual Basic with Excel alongwith Strong Database manipulation and analytical skills. Additional knowledge of PL/SQL in Oracle, Database creation, writing Structured Query Language. Experience of Six years in working with other MS Office applications like MS Word 2007, MS Powerpoint 2007. 2. Certified Finance professional for Accounting and Business Analysis. Business Plans writer, Forecasting, Budget and Cashflow Models. ----PLEASE NOTE: I DON'T HAVE MAC OS AND CAN WORK ONLY IN WINDOWS MS OFFICE EXCEL AND VBA MACROS--------------------------------------------- ------------------------------------------------------------------------------------------------

    $22.22 /hr
    3,314 hours
    4.92
  8. Salik Chaturbhai

    Salik Chaturbhai

    Financial and Business Analyst

    Pakistan - Last active: 1 month ago - Tests: 9

    I am a fresh Accounting and Finance graduate from Lahore University of Management Sciences. I have also passed CFA level I exam. I am an effective and efficient worker and team member. My expertise lie in the field of finance and business planning. Proficient in MS Word, MS Excel, MS PowerPoint and STATA. My projects at work include, working with SAP module of finance and compiling the semi-annual financial statement for the company.I have been exposed to all types of departments in a bank. These included general banking, customer relations, foreign currency banking and risk management.

    $7.00 /hr
    150 hours
    4.99
  9. Michael T.

    Michael T.

    Corporate Finance Professional - Management, Analysis, Modeling, Excel

    Ukraine - Last active: 10 days ago - Tests: 3

    American Expatriate, very successful corporate finance professional with over 24 years of uniquely well-rounded hands-on analytical and managerial experience working with a variety of enterprises ranging from large financial institutions to smaller business start-ups. I have bachelor degrees in Finance and Economics. Primary skill set includes financial analysis, budgeting and financial projections, excel-based financial modeling, investment analysis and research, accounting, business plan creation, and creating meaningful efficiencies by automating routine reporting tasks.

    $10.00 /hr
    48 hours
    4.93
  10. Damyan D.

    Damyan D.

    Market Analyst / Forex Writer / Business Assistant

    Monaco - Last active: 1 day ago - Tests: 10 - Portfolio: 4

    A young, hard working, detail oriented and communicative BSBA graduate with more than 2,500 hours hard experience in the area of financial markets to provide professional business assistance to your ideas and solutions to your business problems. I am able to cover a comprehensive range of areas including, but not limited to: - Financial Management - Trading - Analysis - Research - Business Planning - Marketing

    $26.67 /hr
    2,507 hours
    5.00