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. Andrea Chiu

    Andrea Chiu

    CPA, Management Accountant, Financial Analyst, Business Strategist

    Philippines - Last active: 1 month ago - Tests: 12 - Portfolio: 6

    As a CPA, I have 6 years experience in corporate as a Management Accountant and Financial Analyst. My last employment is being the Section Manager for Operating Expenses for one of the largest telecom company in the Philippines whose main role is to oversee budget versus expenses, do monthly variance analysis, make recommendations on financial plan and supervise implementation of financial strategies. How can I help you? I can monitor your revenues and expenses and do a monthly report of how your business is doing; put these data into a more understandable report for non-accountants, interpret them and make business recommendations out of it. I can give observations on current processes and suggest improvements for efficiency and cost savings.

    $13.33 /hr
    602 hours
    5.00
  2. Sandipan P.

    Sandipan P.

    Professional Accountant, QBO ProAdvisor, Excel & Financial Management

    Bangladesh - Last active: 1 day ago - Tests: 16 - Portfolio: 15

    "Over the last 4 years, I have worked as an accountant for many company. As a qualified certified chartered accountant, my freelance experience is backed by corporate experience as an accountant, bookkeeper, internal auditor, and project manager in the different IT, manufacturing and service industries. I am seeking opportunities to work with you" I also have some experience in the following areas: ---------------------------------------------------------------------------------------------------------------------------------------------- >Managing accounting and finance department(A&F), >Excel database and process through Access.>Applying best practice of corporate governance, >Payment processing, >Financial projections, >Business feasibility study, >Hedging arrangements, >Business analysis, >Cash flow forecasting, >Bank/ Credit card Reconciliation, >Online based auditing, >Procedure flow chart ,>System flow chart , >Process re-engineering, >Costing support, >Cost vs. Benefit analysis (CVP), >IAS and IFRS implementation, >Compliance review, >Contract agreement writing, >Business risk analysis using PESTEL, STEPLE and other matrix, >PowerPoint Presentation; >Preparation of Financial Statements; >Budgeting and Forecasting; >Financial Analysis; >Performance Appraisal in group and individual; >Intensive Report; >Financial Modeling; >Auditing; >Strategical Performance Analysis; >Team Leading and Motivating; >Group-work; >Project Management; >Strategical Guidance; >Valuation of Financial Assets and Non-financial assets; >Marketing Consultancy. ---------------------------------------------------------------------------------------------------------------------------------------------- For doing my work, I use following tools to securely and timely deliver my projects: ---------------------------------------------------------------------------------------------------------------------------------------------- >Microsoft Office 2013 >Microsoft Outlook 2013 >Microsoft Project 2013 >Dropbox >Google drive >Onedrive >Applecloud >Norton Internet security 2015 >Secure 2mbps Broadband connection >Quickbooks Online Accountant >Quickbooks Pro 2014 (Desktop) >Skype >Viber >Linkedin >Citrix Online for presentation >Adobe ---------------------------------------------------------------------------------------------------------------------------------------------- Moreover, I have completed my professional qualification from UK and participated many training to build my better carrier and continuous support to my valuable clients across the globe. I am looking forward to work with your organization and I do belief that i can serve your at your desired level. If you need to contract me, add me in your Skype contract list: Sandipan2020 Thank you for viewing my profile! Thanks Sandipan

    $7.00 /hr
    1,254 hours
    4.99
  3. 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
    2,522 hours
    4.87
  4. Chirag Shah

    Chirag Shah

    Business Coach and Strategic Consultant

    India - Last active: 4 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
  5. John Dutton

    John Dutton

    Consultant | CFO | CEO | Board Director

    United States - Last active: 4 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
  6. Connie Whitesides MSN, RN, CRNA, ALNC

    Connie Whitesides MSN, RN, CRNA, ALNC

    Medical records review, NCLEX item writer, Expert

    United States - Last active: 18 days ago

    I am a Mastered Prepared Advanced Practice Nurse with 30 years of nursing experience. I am an Anesthesia Provider (CRNA) who would like to use my education and skills in other areas. My experience covers many areas of healthcare, including Academia.I have a Consulting Business and provide medical related services to attorneys, nursing schools, and others. I have developed and implemented a Retention and Success Program for Baccalaureate Nursing Students. It is important for future Healthcare that we educate and train Professional Nurses Today. Development of a customized Success Plan for all University Students which includes, study skills, test taking strategies, and Learning Styles for Academic Achievement. Completion of Legal Nurse Consultant Program . Review Medical Records for Malpractice uses. I am certified as a Compliance Officer through AAPC. I provide medical records coding and auditing services.

    $110.00 /hr
    0 hours
    4.98
  7. 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
  8. Mark Rogers

    Mark Rogers

    Financial Management Consultant

    United Kingdom - Last active: 18 days ago - Tests: 1

    Finance professional with board-level experience of financial management and control within large corporations and with small to medium enterprises gained both in the U.K. and internationally. Successful track record within start-up organisations and the creation and implementation of financial management and accounting systems. Proficient in the use of QuickBooks, Sage, and Xero accounting software. SERVICE DESCRIPTION Provision of complete financial management function including budgeting and forecasting, preparing financial statements, coordinating financing and fundraising, monitoring expenditure and liquidity, monitoring investments, taxation compliance, and providing timely, accurate financial reports. Formulating and implementing corporate financial strategy. Advising and reporting on financial performance, implementing systems to improve financial control and business performance. Dealing with tax, treasury and audit requirements and compliance with legal and fiscal requirements. Limited company formation and setting up of banking facilities.

    $38.00 /hr
    7 hours
    4.99
  9. 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
  10. Olusegun Adams

    Olusegun Adams

    Strategist, Financial Adviser, Investment Analyst, and Copywriter

    Nigeria - Last active: 08/29/2014 - Tests: 3 - Portfolio: 3

    My aspiration is to become the fountain of knowledge and expertise from where those around me either in business or personal can draw from. I desire to contribute my own little quota towards making this world a better place. My core competence developed from over 17 years in the Nigerian financial system in the areas of Strategy, Corporate Finance, Asset Management, Financial Analysis, and Performance Management, copywriting has adequately prepared me for this challenge. I am quite comfortable with presentation to large crowd, graced with time tested skills in financial modeling and the use of software packages such as Microsoft excel, Microsoft Power Point and Microsoft Word all combining together to make my aspiration an easy reach with proper determination and focus. I have published a couple of articles in Financial Nigeria, one of the foremost financial magazine in Nigeria. I am an Associate Chartered Accountant with a Masters in Business Administration and have attended trainings at different times in the USA, France, London and Luxembourg.

    $111.11 /hr
    0 hours
    5.00