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  • $35 hourly

    • 5.0/5
    • (13 jobs)
    I am a MBA in finance and CFA holder having more than 5 years of experience in valuation/ financial modelling and Equity research. Currently working with BIG4 ('KPMG'). I possess exceptional skills in:- 1.Financial statement analysis (Ratio analysis) 2. Financial modeling with forecasting 3. Valuation 4. Pitch deck preparation/presentations 5. Company and Industry profiling Work summary :- • Building in-depth financial forecast models and preparing pitch books. Value companies using DCF and relative multiples. Handling queries and request from clients. • Analyzing Macroeconomic changes, industry trends and other important company events to forecast financial statements. • Forecasted financial statements, created presentations and reports. Happy to work with you. THANK YOU!!!
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Pitch Deck
    Pitchbook
    Microsoft Excel PowerPivot
    Solar Energy
    Market Analysis
    Financial Analysis
    Chartered Financial Analyst
    Valuation
    Financial Modeling
    Business Valuation
    Forecasting
    Financial Projection
    Accounting
    Microsoft Excel
  • $68 hourly

    • 4.9/5
    • (12 jobs)
    I am an MBA graduate from Milan's SDA Bocconi School of Management, where I studied Luxury Business Management and worked in the Luxury retail sector. I am originally from Montreal, Canada, having received my Bachelor of Commerce (Finance) degree at Concordia University's John Molson School of Business. Although my areas of expertise are Financial Modeling, Analysis, and Accounting, I have a wide variety of qualitative skills including writing, presentation building, market analysis, business plan preparation, go-to-market strategy, marketing strategies, and consulting in personal finance. I am also very interested in health and wellness, cultural dynamics, and travel. I actively write blog posts for an ecommerce start-up in the wellness industry. I am flexible, open-minded and very detail-oriented. Please feel free to reach out to me for opportunities to work together.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Fashion & Beauty
    Accounting Basics
    Corporate Finance
    Project Finance
    Italian
    Writing
    Cost Analysis
  • $10 hourly

    • 4.9/5
    • (96 jobs)
    I am a certified Chartered Management Accountant (CMA) and an associate member of the Pakistan Institute of Public Finance Accountants (APFA), Possessing 3 years of experience as Financial Analyst and 2 years of experience as Auditor. I am a Finance professional working closely with start ups and running businesses. I have prepared Over 100 business plans, Financial models/forecasts and Business Valuation for over 10 different Industries around the Globe. My primary focus is on quality client service by providing a supreme level of excellence in terms of accuracy, time and cost
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Budgeting & Forecasting Software
    Discounted Cash Flow
    Business Valuation
    Business Modeling
    SaaS
    Finance & Accounting
    Financial Analysis
    Business Analysis
    Business Plan
    Pitch Deck
    Financial Analysis & Valuation
    Financial Modeling
    Financial Accounting
    Financial Projection
  • $25 hourly

    • 4.8/5
    • (125 jobs)
    Welcome to my profile. I am Noor Jahan, an Accounts and Finance expert with a Top Rated Badge on Upwork. With a drive for success and a passion for accounting, I bring 8 years of hands-on experience in Accounting and Bookkeeping, fostering strong Ms Excel, Google Sheets, analytical skills and a results-driven mindset. My expertise extends to facilitating startup businesses, encompassing tasks from establishing charts of accounts to crafting financial statements. Additionally, I'm adept at handling administrative responsibilities when necessary. I have been on upwork from the last two years and within a span of one year I got my Top Rated Badges and I look forward to work with clients for a long term projects. If you are looking for a long term Finance partner your search ends here. Just shoot me a quick message and let's start working. Typical projects I handle encompass a range of Excel functionalities, including: ✦ Creating interactive dashboards in Excel ✦ Generating automated reports in Excel ✦ Developing quoting and estimating calculators in Excel ✦ Managing data within Excel ✦ Setting up Excel formulas ✦ Cleaning and organizing data in Excel and Google sheets ✦ Utilizing Microsoft Excel templates ✦ Implementing PivotTables In Excel ✦ Constructing financial models in Excel ✦ Conducting data analysis in Excel With over 8 years of experience as a data analyst and data management professional, I bring a wealth of expertise in Excel and Google Sheets to the table, ready to help your business tackle its daily challenges. From mastering basic formulas to handling intricate functions like Pivot Charts, XLOOKUP, FILTER, and TAKE, my skill set equips your business with the essential tools and streamlined processes necessary for peak performance. My extensive track record includes collaborations across diverse industries such as fitness and nutrition consulting, construction, education, and finance. Drawing on my background in financial management, I excel at optimizing processes to deliver top-tier solutions. If you're grappling with disorganized financial or non-financial data, I offer effective solutions. I'll rectify, sort, and arrange your data chaos into a clear and orderly overview of your operations. Moreover, I'll structure your Excel data to facilitate informed decision-making, even with datasets exceeding 10 million records. I'm enthusiastic about the prospect of collaborating with you on your upcoming project, helping you unlock the full potential of your data-driven endeavors!
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    QuickBooks Online API
    International Accounting Standards
    Accounts Receivable Management
    Accounts Payable Management
    Accounting
    Xero
    QuickBooks Online
    Google Sheets
    Payroll Accounting
    Bank Reconciliation
    Accounts Receivable
    Accounts Payable
    Intuit QuickBooks
    Microsoft Excel
    Bookkeeping
  • $42 hourly

    • 4.9/5
    • (90 jobs)
    🏆 Certified Financial Modeler| 16 hour TAT| 100+ successful Financial Models created |MS Excel Expert Successful Investor Funding till date- $1000,000 Highly experienced in creating Financial models for- SaaS(B2B, B2C), E Commerce, Real Estate/Construction/Multifamily/CRE, Tech, Innovative Start ups, Ed Tech, Travel Tech 🏆 8 Years of experience as a Financial Analyst and Modeler. I am extremely skilled at Excel and love a challenging task! I create financial models for my clients to help them get investor funding. ⚜️ My Financial Model encompasses- 1. 3-Statement Model( P&L, Balance Sheet & Cash Flow) 2. Projections 3. Scenario & Sensitivity Analysis 4. Elegant Template and Dashboard 5. Fully dynamic model which can be easily used by the client. ⚜️ My areas of expertise- 1. Cash flow Projections 2. Financial Projections 3. 3-Statement Financial Models(with key metrics like LTV, CAC & Financial Ratios) 4. DCF Valuation 5. Time value of money 6. Creating Budgets What I add to the table 🔥 3 Day build time. 🔥 Prompt delivery 🔥 3 follow ups with client per week & Excellent communication
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Google Sheets
    Financial Model
    Bookkeeping
    Financial Variance Analysis
    Discounted Cash Flow
    Financial Analysis & Valuation
    Cash Flow Modeling
    Cash Flow Analysis
    Financial Analysis
    Financial Projection
    Microsoft Excel
    Financial Modeling
  • $75 hourly

    • 4.9/5
    • (401 jobs)
    If you are an entrepreneur trying to raise capital or an investor seeking investment opportunities, my Forbes-featured fundraising and investment shop will help. Quick facts: 🏆 $1B+ Raised (Sequoia, Khosla...) for 300+ Startups (incl. UNICORNS) 🏆 Assisted 100+ Investors (Tier1, $10B+ AUM) with $900M+ NAV Deals in 18 Industries 🏆 Top 1% on Upwork Worldwide (Among Best 27 out of Millions) / Recognized by Forbes, Bloomberg... 🏆 8+ Years of VC and IB Experience / CFA & MBA / 100% Customer Satisfaction Score (CSAT) The Benefits of My Services for Entrepreneurs: 🎯3x Raised Capital | 🎯2x Faster Round Closure | 🎯80% Less Fundraising Costs My Solutions for Startups: ✅ Wall Street-level Pitch Decks, Business Plans, and Teasers ✅ Advanced Financial and Valuation Models ✅ In-depth Market Research and Competitive Analysis ✅ Investor Sourcing (Pitchbook Data) ✅ Fundraising Campaign Management (including Equity Crowdfunding) The Benefits of My Services for Investors: 🎯3x Deal Flow, 🎯0.4X Due Diligence Costs, 🎯2x Faster TAT on Startup Assessment Reports My Solutions for Investors: ✅ Mergers and acquisition - M&A (including LBO) Advisory ✅ Venture Capital Due Diligence ✅ Financial Modeling & Valuation of deals ✅ Term Sheet Editing and Analysis ✅ Deal Sourcing I also provide fractional CFO services to startups and SMEs that need financial guidance. My CFO Solutions Include: ✅ Financial Analysis and Reporting (FA&R) ✅ Cash Flow Management ✅ Budgeting and Forecasting ✅ Strategic Planning and Risk Management ✅ Accounting and Bookkeeping 💎 I provide Wall Street-grade services trusted by hundreds of entrepreneurs and investors, all at a fraction of the cost. My clients leave me EXCLUSIVELY POSITIVE feedback: 🏆"Absolutely amazing experience working with Giorgi and his team of experts. We are certainly going to continue working with them on an ongoing basis, and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations." - FinTech Founder, raised $11.2M in 8 weeks from Silicon Valley VCs 🏆"Investment Ark is comprised of true investment professionals; their reports excel in the depth of research and cohesiveness; highly recommended!" - Managing Partner at NYC-based VC firm, $210M AUM 🏆"Having been through over a year of speaking to M&A Brokers, VC Firms, and other individuals who are all "experts," Giorgi stands apart from the rest by a mile." - AI SaaS CEO, raised $35M Series B - CURRENT UNICORN 🏆"Giorgi did it great! Very strong technically and excellent in communication. Could not recommend him more" - VC Investor, $10B AUM 📝 NEXT STEP: Please message me to discuss how I can help you as a business owner or investor. ___________________________________________________________________________________________ My story: My financial analysis and industry research expertise was honed at Galt&Taggart, the region's largest investment bank and a subsidiary of London-Stock-Exchange listed BOG. After becoming a senior research analyst, I published numerous market analysis reports and perfected my investment analysis skills across various asset classes (including Private Equity/PE). Working on multiple business plans and confidential information memorandums (CIM) also gave me a deep knowledge of creating compelling data room/investment package materials. My skills were further advanced during my tenure at San Francisco-based venture capital firm Mission One Capital, where I served as a senior financial analyst and gained valuable insights into the VC capital raising process. I also mastered pitch deck preparation and investor pitch coaching skills. Scanning numerous deals daily allowed me to internalize the principles of conducting successful investor sourcing and investor outreach activities. I reverse-engineered startup fundraising and investor research process and gained invaluable due diligence skills. Equipped with a 360 view from every seat at the boardroom table, I united fundraising and investing experts - creating a one-stop shop that has helped over 400 businesses and investors worldwide. Each team member specializes in critical aspects of successful consulting experience - business plan writing, financial modeling & cap table crafting, PowerPoint presentation design, investment strategy & evaluation, tokenomics, competitive analysis, valuation modeling, exit strategy planning, and other services. Additional Stats: ✅ CFA (All three levels above 90th percentile, Charterholder) ✅ ACCA - F1, F2, F3, F4, F5, F6, F7, and F9 ✅ Management Accounting-CIMA 1-7 levels ✅ Among Top 27 Freelancers (out of 1.2Million+) Globally on Upwork in Fundraising and Investing (as well as in CFA, PE, VC, Pitch Decks...) Industry Expertise: ✅ FinTech / SaaS ✅ Blockchain / Crypto ✅ Cybersecurity ✅ Oil and Gas / Solar ✅ E-Commerce ✅ Healthcare / BioTech ✅ Real Estate ✅ Consumer / CPG / Manufacturing ✅ EdTech Please, feel free to reach out with any questions.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Startup Consulting
    Microsoft Excel
    Forecasting
    Company Valuation
    Financial Modeling
    Financial Projection
    Business Plan
    Financial Analysis
    Pitchbook
    Fundraising
    Pitch Deck
    Microsoft PowerPoint
    Business Presentation
    Presentations
    Presentation Design
  • $25 hourly

    • 4.7/5
    • (203 jobs)
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, data entry, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 14 years of experience in corporate finance and advisory.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Business Writing
    Pro Forma Statement
    Due Diligence
    Cash Flow Modeling
    Investor Overview
    Chartered Financial Analyst
    Accounts Payable Management
    Business Valuation
    Investment Research
    Investment Strategy
    Cost Accounting
    Accounting Basics
    Investment Banking
    Microsoft Excel
    Financial Projection
  • $10 hourly

    • 5.0/5
    • (13 jobs)
    I Know YOU are Looking 🔍 For a Content Writer! I was a content writer before ChatGPT came. I have a degree in Marketing 🎓 and 5 years of experience in the industry 💼, and I helped many businesses sell their products with my compelling copy. I have worked with: E-commerce Businesses 🛍️ Media and News Publishing Companies 📰 Brokerage Firms 💹 And helped them create: Sales Copy 📈 Marketing Copy 📣 Social Media Content 📱 Email Marketing Strategy Landing Pages Articles and Blogs ✍️ Products Descriptions🏷️ YouTube Scripts 🎬 Financial Content 💲 If you are looking for a Rockstar SEO Content Writer, Well, you are at the right place 🌟. Why Me? Crafting Words ✍️ that Connect: Elevate your brand's voice with my expert Content Writer services 📝. Your Message, Amplified 🗣️: I blend creativity and strategy to turn your ideas into compelling stories 🌐. Words That Work Wonders: Let me help you engage, persuade, and convert your audience with impactful copy 🎯. From Concepts to Conversions: My copywriting skills turn your business goals into persuasive narratives 🌟. Elevating Brands, One Word at a Time: Partner with me for a copy that resonates and delivers results 🔝. And Most Importantly! I am super cool to work with 😎 and don't mind reviewing a draft if it doesn't click you in the first look. If you reached this far 👀 , I am sure you don't wanna risk it to go somewhere else. Let's Connect 🤝 and Take your Content Marketing game to NEXT LEVEL! 🚀
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Technical Analysis
    Forex Trading
    Article Writing
    Blog Content
    AI Content Editing
    AI Content Writing
    Content Rewriting
    Content Editing
    Surfer SEO
    On-Page SEO
    SEO Keyword Research
    SEO Writing
    Content Writing
    Financial Analysis & Valuation
    Financial Writing
  • $45 hourly

    • 4.9/5
    • (146 jobs)
    Do you want to get more insights from your data? Are you looking to implement data-driven culture within your organization? If your answer is yes, I am here to help you. Here is my Comprehensive approach to every project: - Collaborate with business process owners to understand their needs - Streamline various data capture interfaces, devise effective data sourcing strategies and develop data processing solutions leading to a robust data management environment, if necessary - Work across the value chain of the data – sourcing, staging, cleansing & harmonizing data to create the “golden record” which inherently becomes the “single source of truth” across the company - Define KPIs, transform the data and codify the process - Design and development of BI dashboards/reports on various platforms - Set-up alerts and automated actions required based on the data in the reports How can I help you: 1. Audit your existing setup and propose areas of improvements 2. Architect and develop database management solutions - Azure Functions, Azure Data Factory, .NET, Data Warehouses, Data Marts, Tabular Model using Microsoft BI Stack - SQL, Azure Analysis Services 3. Design and Implement data-driven business apps using Power Apps, and modern-looking, dynamic BI reports and dashboards using Power BI - from data preparation (Power Query M) to data pull (API, SQL or any modern source), Data Modelling, DAX, and Distribution using Power BI Embedded, Power BI Pro/Premium or develop custom data connector 4. Migrate from other BI vendors (Tableau, Google Data Studio, Qlik, Excel, SSRS etc.), and consume data from non-BI sources - Facebook Ads, HubSpot, LinkedIn, Google Analytics and more using Azure Data Factory, Azure Functions, Azure Logic Apps, and Azure Automation. 5. Get profound insights about your data - Exploratory Data Analysis (EDA), Correlation Analysis, Cohort/Segmentation, Data Mining using Python 6. Administrative support, including identifying the right licensing requirements, data governance and maintainability best practices 7. Coaching, training, and handover If you have any questions or considering working with me, please don't hesitate to get in touch.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Looker Studio
    Tableau
    Microsoft Power BI
    Microsoft Power BI Data Visualization
    Data Analytics & Visualization Software
    Data Analytics
    ETL
    Microsoft SQL SSAS
    Data Warehousing & ETL Software
    Google Analytics
    Microsoft Power BI Development
    Web Analytics
    Data Analysis Consultation
  • $50 hourly

    • 5.0/5
    • (4 jobs)
    Why me - Over the past 8+ years, I have worked with multiple CEOs/Business owners and helped them gain crystal clear visibility into their businesses and set a path to achieve long term growth 80% of businesses fail due to reasons related to finance. What if you had a strategic finance partner (Fractional CFO) on your side who would support you in taking your business to the next level ? I solve the following problems that restrict your business from growth : ✅Visibility - "What gets measured, Improves" - Do you get overwhelmed with processing the data your business produces ? Does it take lot of time and efforts to get business reports for business and there is no action to improve from these reports ? ✅ Stability - "Cashflow is king" - Do you go face cash crunch situation ? No matter how much revenue you add, your bank balance doesn't go up, not sure where the money is stuck ? ✅ Direction - "If you fail to plan, you plan to fail" - Are your personal goals aligned with the business goals ? Do you say "YES" to all business opportunities and regret later ? Do you have a long-term vision for your business ? Are you sure how to reach there ? My recent reviews on Upwork "Without a doubt, I highly recommend Akshay to work with you in your business as a dedicated and knowledgeable CFO, An all-round good person to understand and to work with in any capacity you might require him. I know that Akshay will be a beneficial addition to your business in the financial spectrum." If you are looking for a Fractional CFO/Finance Partner, look no further - Book a free strategy call right away and lets discuss in detail ! Looking forward to meet you ! Thanks, Akshay
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Income Statement
    Forecasting
    Cost Analysis
    Management Accounting
    Corporate Finance
    Business Planning & Strategy
    Financial Management
    Financial Planning
    Business Report
    Cash Flow Analysis
    Financial Analysis
    Microsoft Excel
    Business Analysis
    Management Consulting
  • $20 hourly

    • 5.0/5
    • (20 jobs)
    A Fellow member of Public Finance Accountants in Pakistan and completing my Chartered Accountancy from the Institute of Chartered Accountants of Pakistan (ICAP). With over 6+ years professional work experience (including 3.5 years in a well reputed Chartered Accountants firm in Pakistan as a registered trainee), i am an ELIGIBLE consultant for your Accounting work/job. I am specialist in providing Accounting services for small to medium size entities/businesses. Whether these entities/businesses wants accounting consultancy, preparation of financial statements, filing of tax returns, accounts and bank reconciliation or bookkeeping services, I have the skills/knowledge to fulfill all these NEEDS with due diligence and professional competence. My services includes accounting & bookkeeping services, audit & assurance services, tax advisory, financial reporting, management & analysis, human resource management, virtual assistance and administration support. All WORK is managed by me, so that your trust in my abilities remain in tact and you can rest assured that your assigned job will not be outsourced or handed over to someone else. Developing a long term professional relation, trust, goodwill, flexibility and regular communication is really very important to me. It assures that the assigned job is concluded according to the given or specified guidelines required. I further assure you on providing the highest quality of work & service and will never end any job/contract unless my client (YOU) get 100% satisfied.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Management Accounting
    Financial Statement
    Accounts Payable Management
    Inventory Management
    Accounts Receivable Management
    International Financial Reporting Standards
    Value-Added Tax
    Cost Accounting
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Data Entry
    Bank Reconciliation
  • $13 hourly

    • 4.9/5
    • (116 jobs)
    As a dedicated accountant and bookkeeper, specializing in Bookkeeping and accounting, I have assisted numerous businesses in achieving profitability within months through detailed financial analysis and actionable advice. **Qualification & Experience** ✔️ I am a 🎓Certified ACCA (equivalent to CPA) along with a Bachelor in Commerce ✔️ Certified QuickBooks Online and XERO Pro-advisor ✔️ With 8 years of specialized experience in Bookkeeping, I've collaborated with 250+ businesses in more than 10 countries. **Services:** Currently, I am serving with the following services but not limited: ✔️ Setting Up New Company ✔️ Clean Up / Catch Up ✔️ Managing Chart of Accounts ✔️ Transaction Categorization ✔️ Create Invoice & Bill ✔️ Payroll management, specializing in Quickbooks Payroll, and employee timesheets ✔️ Maintaining Account Receivables & Payable ✔️ Bank & Credit Card Reconciliation using PayPal, Shopify, Stripe etc. ✔️ Monthly Bookkeeping Service ✔️ Weekly, Monthly & Year Financial statements ✔️ Prepared Cash Flow Statements, Income Statements, and Balance Sheet ✔️Preparation of Balance Sheet as per IFRS and GAAP ✔️Preparation of Profit & Loss Account as per IFRS and GAAP ✔️Preparation of Cashflow as per IFRS and GAAP ✔️Preparation of notes forming part of the Financial Statements as per IFRS and GAAP ✔️Reviewing (Proof reading and casting) and correcting Financial Reports ✔️Cashflow Forecasting ✔️Budgeting ✅ Proficiency in Accounting Software: - I possess advanced expertise in QuickBooks Online and Desktop, Xero, Sage, and Wave. ✅ Experience with Payroll Software: - I am adept at using Gusto and QuickBooks Online for payroll management. ✅ Utilization of Applications: - I have utilized platforms such as bill.com, Expensify, Hubdoc, Appfolio, Slack, among others. ✅ Microsoft Excel Skills: - Competent in Pivot tables & charts, as well as various formulae including Lookup & Reference, Financial, Logical, Text, Date & Time functions, etc. ✅ Reconciliation Proficiency: - Skilled in Bank & Credit Card Reconciliation, revenue reconciliation on E-commerce platforms, as well as reconciling Accounts Receivable & Inventory using reports from platforms like Shopify, Amazon FBA, Woocommerce, Stripe, PayPal, Ebay, etc. **Industries Served:** ✔️ Real Estate ✔️ Manufacturing ✔️ Apparels ✔️ Retail ✔️ E-commerce ✔️ Plumbing ✔️ Legal Services Before finalizing any hiring decisions, I encourage you to schedule a call with me to explore the significant advantages of engaging a Professional Bookkeeper with an Accounting degree. I can provide references if you are interested. In addition to my expertise in Bookkeeping and accounting, I am committed to delivering accurate and timely results, ensuring that your financial records are organized and up-to-date. Whether it's managing accounts, handling payroll, or cleaning up financial discrepancies, I offer comprehensive solutions tailored to your business needs. Let me take the burden off your shoulders, so you can focus on growing your business with confidence. I am available to work 40 hours a week or more if needed and cater EST OR PST time. Let's schedule a zoom meeting now to discuss further. Best regards, Abdul #bookkeeper #detailOreintedbookkeeper #accountant #QuickbooksProadvisor #XeroBookkeeper #XeroAccountant #EcommerceAccountant #Payroll #QuickbooksPayroll #Amazon #Sage #Wave #Zoho
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Accounting Basics
    QuickBooks Online API
    Xero
    Financial Statement
    QuickBooks Online
    Accounting Software
    Bookkeeping
    Accounts Receivable
    Bank Reconciliation
    Balance Sheet
    Accounts Payable
    Microsoft Excel
    Intuit QuickBooks
  • $30 hourly

    • 4.9/5
    • (122 jobs)
    With over 10 years experience in business plan writing and specialized industry experience with the SBA and conventional bank guidelines, I am the complete package to help you create a strategic business plan, to achieve your funding goals and objectives - Give me a chance. Over the last ten years, I have worked with small, medium, large, and global corporations to create EFFECTIVE BUSINESS PLANS that helped startups, new enterprises, and fortune 500 companies generate FUNDING OPPORTUNITIES through SBA loan, bank loan, government financing, grants, and minority opportunities First, let me share with you, what past clients said about me:: • Emmanuel is an excellent business plan writer who values every single dollars and we are super thankful to him for working with us on a tight budget. In the end, he delivers a mind-blowing business plan, business proposal, and also completes our business case profile. It is a privilege's to be recommending him. Thanks again for your help - James Albert from Florida, United States • Myself and my wife had a tough time choosing a business plan writer on this platform, but this guy caught our attention and we decided to give him a chance. For more than 20 years, I and my wife have never been in agreement over a single decision, but today, we unanimously agreed that Aina is a professional business plan writer and we are happy we worked with him. Less I forget, our business plan has been approved! Laura and Mathew. Second, get to know about me:: For over a decade, I have worked as a Business Plan Writer, Executive Business Plan Reviewer, and Funding Incubator Officer and I have been involved directly in the successful planning and implementation of over 100 startups - in over 20 countries, including the United States of America, Canada, Australia, United Kingdom, UAE, Europe, and the rest of Africa. As a Business Plan Writer with incredible business writing skills, business planning strategy, business modelling, business plan, and business continuity planning capability, I have worked with leading organizations that are responsible for funding startup businesses in North America - this includes, SBA loan departments, small scale business banking institutions, and crowdfunding agencies for startup entrepreneurs. Through my on-the-job work experiences with these organizations, I have gathered unrivaled expertise needed to write WINNING BUSINESS PLANS that SBA offices, BANKS, and INVESTORS are looking for and I know how to craft a business plan that will compel loan organizations and grant providers to sign the approval document. Third, why I'm I special and what makes me amazing? • I have worked directly with entrepreneurs, business owners, business managers, and CEO's of startup businesses and I have helped them in raising over $500M in investment funding. So, I know what it takes to write incredible business plans that is relevant and effective. • I have proven academic pedigree and work experience that makes me a top flying candidate; including bachelors degree, masters of business administration, project management certification, and I have over a decade experience in business consulting, business coaching, and business case documentation writing. • Having worked within the SBA funding disbursement department, I have first hand knowledge about what the SBA offices are looking for in a business plan. By combining my writing fluency with my work experience - I guarantee that you will receive an effective business plan that will help you raise the fund you are looking for. I have the capability to write a winning business plan for a trucking, logistics, transportation, home care, elders care, restaurant, bar/wine, coffee/tea, real estate, hospitality, medical, fitness &gym, retail/wholesale, cannabis, agriculture, eCommerce, and all types of businesses. Contents Included • Executive Summary • Company Overview and Description • Business Overview and Summary • Mission and Vision Statements • Goals, Objectives, and Milestones • Products and Services Description • Industry Analysis and Summary • Market Statistics and Reports • Industry Summary, Facts, and Figures • Economic Relevancy and Analysis • Strategy and Implementation Summary • Execution Strategy and Plan • Marketing Plan, Social Media Plan, and Offline Plan • SWOT Analysis • Financial Analysis and Excel Spreadsheet I am available to jump on a call to discuss your project needs, business plan requirements, and expectations. Please send me a message to learn more about your needs and to discuss why I am the most qualified freelancer to help you make a difference and help you get the loan, investment, and funding that you need for your business launch, project scaling, and startup funding. Best Regards, Emmanuel
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Grant Writing
    Funding Needs Assessment
    Marketing Plan
    Pitch Deck
    Financial Plan
    Investor Overview
    Executive Summary
    Business Writing
    Business Plan
    Business Strategy
    Market Research
    Business Proposal Writing
    Business Consulting
    Business Planning & Strategy
    Business Plan Writing
  • $40 hourly

    • 4.8/5
    • (682 jobs)
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $40 hourly

    • 4.8/5
    • (9 jobs)
    Specializes in Financial Statements, Financial Analysis and Modeling Is your B2B business is growing, but you don't feel in control? Do you want to launch a new product or startup but are unsure of the next steps? Is your business growth uneven? I've been there too. It's often about bringing Clarity to Clutter. TESTIMONIALS FROM SOME OF MY CLIENTS: "Anum is an expert in bookkeeping. After keeping my record updated, she prepared monthly as well as annual financial statements including balance sheets and income statements. Excellent communication throughout the work. Thank you" "Anum did excellent work within a limited time. She did a good job preparing projected financial statements and seeking investment for business. I will work with her again. Thank you" "Much appreciated her work. Anum grip on ERPNext accounting software is very expertise. Swift communication with Anum throughout the job completed." My clients have built momentum for a new product or new business launch. They have turned their operations around to regain the growth and profit momentum they once had. For the last ten years, serving as a business consultant and executive, I've learned that when stuck, you need perspective and insight. Someone that has been where you are that can quickly see what you are facing and offer valuable services. But, having only advice doesn't always move the needle. You need value delivered to help regain or build momentum. Here are few examples: . Writing a business plan - for a startup, restructuring or launching a new product begins with grasping the vision, considering all elements that contribute to or inhibit success, modeling financially, and then constructing a story that simply and realistically communicates this to investors, partners, customers or employees. . Startup plans - keep it simple, testable and flexible until customer value is identified, with a low-cost, scalable business model. . Investor presentations - tell a compelling, understandable and emotional story that resonates. . Market research - identify market segments and customer influence points before launching. For non-profits its developing campaigns that target all the constituencies. . Go to Market plans - taking a product or service to market needs well-designed marketing and sales programs that are cost-effective and coordinated. . Operational improvement - identifying what's working and what needs changing, positioning for growth or stability, and declaring the key metrics that indicate progress. . Financial projections - modeling change that manages cash flow and projects profit aligned with the vision. For non-profits, it's starting from the beginning each year to identify the funds needed. I have more than 5 year of experience in accounting and bookkeeping. I am expert in Amazon, Shopify bookkeeping by using accounting software i.e. ERPNEXT, Odoo and QuickBooks. Are you looking for an expert to manage your purchases, invoices, inventory, packaging, assets? You don't need to look around, I am here for your help. Thanks Best regard. Anum Afzal
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Startup Pitchbook
    Financial Management
    Bookkeeping
    Financial Disclosure
    Financial Modeling
    Business Plan Writing
    ERPNext
    Financial Analysis
    Business Plan
    Market Research
    Cost Analysis
    Financial Projection
    Financial Accounting
    Account Reconciliation
    Financial Report
  • $25 hourly

    • 4.9/5
    • (52 jobs)
    My passion for finance and data analysis brings me here to further utilize my time productively. I'm experienced at statistics, financial modeling and analysis, and excel. Looking forward to tutor individuals in aforementioned subjects including business and economics or assist people in conducting data analysis, identify relationships, testing hypothesis, create and analyze financial statements and models. I'll manage your task from start to end, you only need to communicate adequately because that is a key to successful project execution! Cheers :')
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Economics
    Financial Accounting
    Financial Modeling
    Spreadsheet Software
    Sensitivity Analysis
    Financial Management
    Corporate Finance
    Scenario Planning
    Financial Analysis
    Linear Regression
    Hypothesis Testing
    Statistics
    Statistical Analysis
    Data Analysis
  • $40 hourly

    • 4.9/5
    • (323 jobs)
    With years of hands-on experience, I have carved a niche as an accomplished CFO, Virtual CFO, and Accounting Expert, uniquely pairing this with a certified proficiency as a QuickBooks Pro Advisor. My expansive tenure in financial leadership roles empowers me to deliver a spectrum of top-tier CFO services remotely or in-house, tailored to your business's needs. What I Bring to the Table: 1- Strategic CFO Insight: Leveraging my vast experience, I offer businesses transformative financial strategies that foster growth, enhance profitability, and ensure long-term sustainability. 2- Virtual CFO Expertise: In today's digital age, I understand the need for flexibility. My Virtual CFO services ensure you get the strategic financial guidance you require, irrespective of geographical constraints. 3- Advanced Accounting Mastery: From streamlining complex accounting processes to optimizing financial workflows, my skills ensure your financial operations run seamlessly. 4- QuickBooks Pro Advisory: As a certified QuickBooks Pro Advisor, I am adept at setting up, troubleshooting, and optimizing your QuickBooks operations, making financial data management efficient and insightful. 5- Forward-Thinking Financial Planning: I excel in forecasting, budgeting, and analyzing financial data to inform key business decisions, ensuring your company's financial health is always at its peak. In the evolving landscape of business finance, a strategic CFO can be the difference between ordinary and exponential growth. Let's embark on a journey to financial excellence, leveraging my extensive CFO expertise to elevate your business to new horizons.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Xero
    QuickBooks Online
    Pitch Deck
    Business Plan Writing
    Financial Analysis
    Business Plan
    International Financial Reporting Standards
    Financial Analysis & Valuation
    International Taxation
    Financial Statement
    Financial Modeling
    Intuit QuickBooks
  • $50 hourly

    • 5.0/5
    • (34 jobs)
    Hello there, I'm a qualified Chartered Accountant with years of experience in the financial industry. Not only am I a CFA Level 2 certified professional, but I'm also Xero and QuickBooks Certified ProAdvisor. Over the past decade, I've worked as a freelance consultant, completing 200+ projects for 50+ clients all around the world. My goal is to help my clients achieve financial success by taking a hands-on, personable approach to their needs. As a virtual CFO, I have managed end-to-end finance and accounting business functions for various client organizations. Leveraging my widespread experience across multiple industries worldwide and hands-on experience with various accounting software suites, I've enabled extensive financial and strategic growth for my clients in a short span of time. I specialize in creating dynamic and complex financial models and business plans and strategies for companies seeking funding globally. My services are designed to help your business thrive, and include: 1. Financial modeling, which includes cash flow modeling, forecasting, insight generation, and valuation modeling. 2. End-to-end bookkeeping services, such as account reconciliation, accounts receivables and payables, inventory management, cash flow management, GL maintenance, payroll processing, and more. I work on various platforms like Xero, QuickBooks, Wave Apps, Sage, MYOB, and others. 3. Financial reporting and analysis, which includes standard and customized reports, intelligent dashboards, and visualization. 4. Income Tax Return Filing (UK), Companies House Filings (UK). If you're looking for a dedicated and experienced financial advisor who can help take your business to the next level, I'm here to help. Let's work together to achieve your financial goals and make your business dreams a reality.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Business Analysis
    Financial Model
    Finance & Accounting
    QuickBooks Online
    Financial Management
    Business Valuation
    Cost Accounting
    Xero
    Forecasting
    Financial Planning
    Intuit QuickBooks
    Bookkeeping
    Financial Modeling
    Financial Analysis
  • $15 hourly

    • 4.6/5
    • (106 jobs)
    Hello and welcome to my Profile! ✅ Top Rated Plus on Upwork ✅ 9000+ Hours of Service ✅ 100+ Completed Projects ✅ 10+ years of Accounting and Bookkeeping Experience I am a CPA and a Certified QuickBooks/Xero ProAdvisor with 10 years of professional experience. Throughout my professional career, I have developed an extensive set of accounting skills such as MS Excel, QuickBooks, Xero, Wave, Freshbook, Zoho books, Sage, Netsuite, Buildium, Propertyware, Appfolio, bill.com, Amazon FBA, Shopify, eBay, Expensify, A2X, Google Drive, Peachtree, Gnu Cash, and Odoo. These skills and experience allow me to offer reliable accounting/tax services, and business consulting and analysis services to many clients. I provide quality, value, and service to meet my customer’s needs. I look forward to working with you and helping your business run and grow. I provide the following Services: Accounting: -Preparation of Financial Statement -Bank/Credit card Reconciliations -Account Reconciliation -Accounts payables and Accounts Receivables -Personal and Small business tax preparation -Cash Management Analysis -Budgeting and Forecasting -Manage and reconcile prepaid and amortization -Experience in fixed assets and depreciation Book Keeping: -Setup Bookkeeping on Quick Books Online | Xero | Zoho |Wave -Banking: Checking, Saving, Credit Card, PayPal, Stripe, etc. -Integrations and sync with Amazon, Shopify, Etsy, eBay, and WooCommerce -Payroll Management; QuickBooks Full-Service, ADP, 940/941, 1099s -Financial Reporting Services -US Federal and State Tax Returns; 1040s, 1120s, Schedules I am also a reliable, prompt, quick learner, meticulous, and person who values integrity as the highest element of being professional. I can fully assure you that actualizing your goals is my number one objective. I am 100% committed to maintaining my good standing. To me, anything less than complete customer satisfaction is unacceptable. Thanks.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Odoo
    Forecasting
    Financial Report
    Income Statement
    Buildium
    Financial Analysis
    Wave Accounting
    GAAP
    Xero
    Intuit QuickBooks
    Microsoft Excel
    Balance Sheet
    Zoho Books
  • $30 hourly

    • 4.8/5
    • (27 jobs)
    Experienced Bookkeeper, Financial Analyst and an Excel Guru. Looking for a detail-oriented bookkeeper, Financial Analyst, and an Excel expert with a strong foundation in US and Australian accounting standards? Look no further! Your quest concludes here! I am Manzoor Karim, an MBA degree holder in Finance and Accounting, graduating with summa cum laude honors. Bookkeeping Expertise: As an expert bookkeeper very well versed in Quickbooks and Xero I ensure meticulous attention to detail in maintaining accurate financial records, managing accounts, and delivering top-notch financial reports. I provide expert support for your everyday accounting needs, encompassing, yet not restricted to, the following: Proficient Bookkeeping Maintenance of General Ledgers Effective Management of Accounts Payable and Receivable Thorough Bank Reconciliation Preparation of Comprehensive Financial Statements Skilled Budgeting and Forecasting Streamlined Payroll Processing Meticulous Tax Preparation Processing of Payments Inventory Management Financial Analysis: My analytical skills help businesses make informed decisions. I dive deep into data, providing insights that drive growth and profitability. If you're concerned about your current business figures and find decision-making challenging, I offer analyses that can ease the process for you. These analyses mentioned below will provide valuable insights to facilitate your decision-making. Financial Statement Analysis Ratio Analysis Forecasting and Budgeting Variance Analysis Risk Assessment Industry and Market Research Investment Analysis Financial Modeling Excel Mastery: Proficient in harnessing Excel's power, I create robust spreadsheets, streamline processes, and craft dynamic financial models. I am very well versed in MS-Excel and Google Sheets and perform the following Excel Skills.Get you excel problem solved with excel Expert Data Entry in both Excel and Google sheets Advanced Formulas Pivot Tables Data Visualization Data Analysis Tools Macros and Automation Array Formulas Let's work together to optimize your financial processes and provide you with the peace of mind that comes from entrusting your finances to capable hands. Reach out, and let's discuss how I can contribute to the success of your business. Cheers!
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Spreadsheet Macros
    Microsoft Power BI
    Data Visualization
    Excel Macros
    Microsoft Excel PowerPivot
    Google Sheets
    Google Sheets Automation
    Excel Formula
    Account Reconciliation
    Microsoft Excel
    Financial Accounting
    Intuit QuickBooks
    Financial Report
    Balance Sheet
    Data Entry
  • $175 hourly

    • 5.0/5
    • (113 jobs)
    🚀 TOP 1% Management Consultant | 10 Years of Experience Consulting Dozens of F500 companies! Hello! I'm Justin Abrams, your strategic navigator in the vast sea of business growth. I'm not just a consultant - I'm your partner in transformation, guiding you towards untapped veins of gold and propelling your business to new heights. 💼 I'm proud to be one of the most trusted consultants on Upwork - with over 100 rave reviews and tens of thousands of hours under my belt! When you work with me, you're not just getting my expertise - you're gaining the collective wisdom of my team, composed of veterans from Bain, McKinsey, BCG, PWC, Deloitte, and EY consulting. And my clients speak for themselves including: Merck, Pfizer, Sony, Bayer, Pella, MicroBlink, Correcol, Ace, and hundreds more! 💡 I specialize in unveiling growth opportunities, crafting robust and sustainable growth strategies, and providing data-driven insights to minimize bias and risk. I'm committed to maximizing the return on your investment - for every dollar you spend on strategy development and market research, I aim to deliver a tenfold return. 🌐 My expertise spans a wide range of industries, including Healthcare, Biotech, Pharma, Tech, SaaS, AI/ML, Robotics, Computer Vision, Finance, Insurance, FinTech/InsureTech, Environmental, CleanTech, Solar, Retail, CPG, and more. 📈 My extensive suite of services includes: Market Research Pitch Decks/Corporate Presentation Total Addressable Market (TAM, SAM, SOM) Go-To-Market Strategy (GTM) Valuations Executive Strategy Marketing and Brand Strategy M&A Due Diligence And much more… 🤝 I've spent years honing my craft and have experience working in every industry, sector, and region imaginable. I love connecting with innovative business minds - don't hesitate to reach out so we can set up a call and kickstart your growth journey today! Unleashing Business Potential | Market Research Maestro | Strategy Visionary | Growth Catalyst
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Go-to-Market Strategy
    Business Modeling
    Market Validation
    Startup Consulting
    SaaS
    Biology
    Financial Analysis & Valuation
    Pitch Deck
    SWOT Analysis
    Business Plan
    Management Consulting
    Biotechnology
    Startup Company
    Market Research
  • $200 hourly

    • 4.9/5
    • (207 jobs)
    Financial Modeling, Valuations & Pitch Deck ✔ 10+ years’ experience in the financial services industry with a focus on Valuations, Pitch decks & Financial Modeling ✔ Over 200+ Financial Models built from scratch, 300 + business plans and 350 + Pitch decks in my career ✔ Completed deal structures with multinational corporations and small family-owned businesses. ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ 5+ years of executive operational experience as Managing Director of an Insurance Underwriter ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ Graduate Studies completed in both South Africa and the USA with a focus in Financial Modeling ✔ Bachelor’s (honours) degree with a focus on Finance Analysis ✔ Strong understanding and interpretation of financial statements ✔ Native English speaker My clients have a LOT to say about me (65 Jobs all 5-star reviews): • "Devin has done a couple of projects for me now and is about to start on his 3rd. I have no desire to seek out anyone else because Devin is just that good. Highly recommended." • Devin took my frantic and urgent need and smashed it all in one evening first time. He's extremely knowledgeable about what he does and is extremely impressive. I will certainly be hiring him again and I look forward to it! • "Excellent freelancer, very professional, gives lots of good advice and always ready to help. Definitely recommended." Where I offer the most value: Private Equity PE, Venture Capital VC, Healthcare, Medtech, SaaS, Tech, Fintech Forecasting, Modeling, Valuation, Investor Search, Pitch Deck, Pitchbook, Teaser, Executive Summary, PPM, CIM, Capital Raising
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Investment Banking
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $20 hourly

    • 5.0/5
    • (5 jobs)
    I specialise in: • Full charge Bookkeeping using Quickbooks and Xero including Online Setup, • Payroll Management via Xero, and Quickbooks • Account Receivable (A/R) and Account Payable (A/P), • Reconciling Bank and Credit Card Statements, • Analysing financial statements, • Multiple-year catch-up, • Budgeting, • Daily Accounting, and other accounting tasks as per requirement. In addition to above specializations, I specialize in Data Analysis and Visualization for business, Prepare dashboards which meets clients requirements. I am an efficient, responsible, dynamic, detail-oriented, passionate, and reliable who can take care of your precious accomplishments. I help businesses manage their finances better and make fruitful business decisions by providing them with a proper financial presentations and guidance. Let me take your accounting anxiety. I am a virtual full-time accountant with a proven record of experience. I have over 05 years of experience in the field. I provide consulting services to small businesses and individuals. Services Include but are not limited to: • Invoicing & Billing, • Bank, & Credit Card Reconciliation, • Managing Chart of Accounts, • Weekly, Monthly Reporting, • Monthly Sales Tax preparation, • Payroll recording & Quarterly/Yearly Reconciliation, • Making estimate, • Set-up New Company Accounts, • Financial Report Analysis, • Converting from One Software to Another, • Bring accounts that were 2 years old up to date with 100% accuracy, • Financial reporting, • Analysing financial statements, • Balance sheet accounts reconciliation, • Categorise expenses, • Other Task - as requested I am particularly skilled at paying attention to detail and working out problems. I am a quick learner and easily adaptable to new methods and processes.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    CPA
    Financial Accounting
    QuickBooks Online
    Data Visualization
    Accounts Payable Management
    Business Analysis
    Financial Reporting
    Cash Flow Statement
    Accounting Software
    Accounts Receivable
    Intuit QuickBooks
    Bank Reconciliation
    Accounts Payable
  • $49 hourly

    • 5.0/5
    • (10 jobs)
    Chief Financial Officer & Analyst (CFO) for Small to Medium businesses with invaluable experience in business target/goal setting (Projections), financial analysis, Scale-up strategy, cash flow management (Profit-First Method) and valuations. My Ideal Opportunity is to work as a Strategic Financial Analyst for Small & Medium businesses facing: - Stagnation or Lack of Business growth/ direction; - Dissatisfied with the rewards for taking the risk of being a business owner; - Struggling with Cash in the business; - Lack of Strategic direction in the business; If you face any of the above situations, I have the perfect solution to offer. With in-depth financial analysis, Market trends and identify lapses in the business process. Track Business KPIs for the entrepreneurs and set the direction for growth. I have a proven track record for advising and achieving exponential growth for US, Canadian, Australian & Indian clients. A Chartered Accountant (equivalent to CPA) & Certified Management Accountant with a new-age mindset for businesses of tomorrow and over 3 years of experience of working in Boutique Consulting firms. My expertise includes the following: 1. In-depth financial analysis of the business; 2. Preparing financial budgets & forecasts using statistical tools; 3. Identify Business KPIs; 4. Cash-flow projections & management; 5. Cost Management functions; 6. Perform strategic analysis of proposed business engagements; 7. Assist management in innovating existing business models; 8. Business Valuations; 9. Assist in M&A Due diligence; I look forward to helping your business by delivering valuable proportions. Thank you for your valuable time. Partner at Celeste Business Advisors
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Financial Consulting
    Financial Accounting
    Cash Flow Modeling
    Business Consulting
    Strategic Plan
    Cost Management
    Financial Management
    Cash Flow Analysis
    Financial Report
    Forecasting
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $10 hourly

    • 4.9/5
    • (35 jobs)
    **TOP-RATED Freelancer with 5-Star Reviews** Are you a business owner drowning in the sea of bookkeeping responsibilities, searching for a lifeline to save you from financial stress? Look no further! I'm your trusted QuickBooks and Xero bookkeeper with a fervent mission to empower entrepreneurs, real estate investors, contractors, e-commerce sellers, IT and digital marketing firms, startups, and small business owners. I provide the financial clarity and tax-saving strategies you need to chart a course for success. What I Offer: My expertise covers a wide spectrum, including: Specializations: ➟Preparation of Financial Statements (Balance Sheet, Profit and Loss Account, and Cashflows) ➟Full-cycle bookkeeping ➟Xero and Quickbooks online ➟Accounts Payable/Accounts Receivable ➟GST and BAS ➟Payroll ➟Financial Statements ➟Catch-up and ongoing Bookkeeping ➟Inventory Management ➟Multicurrency ➟Bank Reconciliation ➟Loan Management ➟Journal entries ➟Accrual accounting ➟Software Setup and Integration ➟Fixed Asset Management ➟Maintaining accurate financial records for a company or organization ➟Recording all financial transactions, including purchases, sales, payments, and receipts ➟Generating financial reports, such as income statements and balance sheets ➟Assisting with budget preparation and tracking ➟Ensuring compliance with relevant laws and regulations ➟Communicating with clients, vendors, and other stakeholders as needed ➟Managing payroll and employee benefits ➟Performing other financial tasks as assigned by management. ➟Variance analysis ➟Budgeting and Forecasting Proficient user of: ☛ SageOne, WaveApps, Reckon, MYOB, Zoho, Cryptio, Finmark ☛ Google Drive, Dropbox, MS Office ☛ Asana, Todoist, Slack, MS Teams ☛ Shift care, Hikeup, Salesforce Lighthing ☛ Vend, Receiptbank, Bill.com, Auto Entry, Hubdoc ☛ Deputy, ADP, Servicem8, HouseCallPro, Podio, Appfolio ☛ A2x, Sellerzen, Linkmybooks ☛ quare, Shopify, Chargebee ☛ Skype, WeChat, Viber, WhatsApp ☛ Amazon FBA ☛ Shopify ☛ eBay ☛ Walmart ☛ WooCommerce ☛ Wix ☛ Yardi Why Choose Me: With a meticulous eye for detail and unwavering dedication to delivering outstanding results, I keep myself informed about the latest industry trends and advancements. My passion lies in helping businesses not just survive but thrive through tailored financial solutions and proactive management. Whether you run a small business, startup, or established enterprise, I provide reliable and professional bookkeeping and accounting services customized to meet your unique needs. Let me handle your financial responsibilities, freeing you to focus on growing your business with peace of mind. Credentials: I am a qualified and professional accountant/bookkeeper with six years of experience in this field. I'm a reliable, detail-oriented, and friendly professional who thrives in a team environment. I have a strong understanding of basic accounting principles and am well-versed in QuickBooks, Xero, Wave, and Zoho. I excel at working independently, making me the perfect choice for setting up businesses in QuickBooks or any other accounting software. Achievements: Over the last six years, I've successfully helped four businesses reach their revenue milestones. I've worked industries that include the following: ❁ Real Estate Business ❁ Small Businesses ❁ Retail ❁ Restaurants and Food Services ❁ Real Estate ❁ Construction and Contracting ❁ Healthcare ❁ Legal Services ❁ Nonprofits ❁ Technology and IT ❁ Hospitality and Tourism ❁ Manufacturing ❁ Transportation and Logistics ❁ Consulting Services ❁ Education ❁ Entertainment and Media ❁ E-commerce ❁ Professional Corporation and Trust Accounting ❁Landscaping Business ❁ SaaS software companies Who Am I: Bachelor's Degree in Finance and Chartered Accountant (CA) Finalist Diversified portfolio in Financial Advisory, Reporting, Accounting, and Taxation Dedicated to serving your financial needs When you work with me, it's all about YOU! If you seek a lasting and fruitful business relationship based on quality, cost-effectiveness, timeliness, and trust, I'm your go-to choice. I'm the professional with an eye for detail, a deep commitment to work, a knowledge of GAAP, and a "Can Do!" attitude. Let's connect today to discuss how my expertise as a QuickBooks & Xero Certified Bookkeeper can bring value to your business. Don't miss the opportunity to partner with a professional who is passionate about your success!
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Microsoft Excel PowerPivot
    MYOB Administration
    Xero
    Bookkeeping
    SAP
    Zoho Books
    Balance Sheet
    Chart of Accounts
    Financial Accounting
    Accounting
    Accounts Receivable
    Account Reconciliation
    Intuit QuickBooks
    Accounts Payable
    Payroll Accounting
  • $20 hourly

    • 5.0/5
    • (2 jobs)
    Im a Native Spanish speaker experienced in Spanish/ English translations . Whether your trying to create , make , or list your services , I can help with that! - Documents translations - Summaries -Interpretations - Others
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Retail Merchandising
    Sales
    Target Market Research
    English
    Spanish
    Translation
  • $30 hourly

    • 4.9/5
    • (109 jobs)
    Are you in need of a Presentation Designer who can elevate your PowerPoint presentations, create persuasive pitch decks, and deliver outstanding Keynote? I specialize in PowerPoint presentation design, pitch deck design, business plans for startups, keynote presentations, and Google slides. Whether you represent a startup or a corporate entity, I will assist you in developing a memorable brand. 💡 𝗞𝗲𝘆 𝗔𝘁𝘁𝗿𝗶𝗯𝘂𝘁𝗲𝘀 ✅ Proficiency in PowerPoint, Google Slides, and Keynote ✅ Designing engaging presentations for diverse purposes. ✅ Transforming data into eye-catching infographics. ✅ Ensuring consistent formatting, font styles, and color themes throughout ✅ Incorporating dynamic animations and transitions to keep your audience engaged 𝗜 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗰𝗿𝗲𝗮𝘁𝗲 𝗼𝗿 𝗿𝗲𝗱𝗲𝘀𝗶𝗴𝗻 ● Marketing and Branding Presentations ● Brand Template Design ● Sales Presentations ● Consulting Presentations ● Pitch and investor Slide Decks ● Storytelling & Visual Presentations ● Google Slides / Keynote Presentations Keywords: Presentation design, PowerPoint, Google Slides, Keynote, Adobe Photoshop, Adobe Illustrator, Infographics, Branding, Graphic design, Pitch deck, Finance presentations, Sales presentations, Webinar presentations. Let's elevate your presentations together! Reach out to discuss your project needs today.
    vsuc_fltilesrefresh_TrophyIcon Ratio Analysis
    Poster Design
    Visual Presentation Design
    Web Design
    Logo Design
    Graphic Design
    Data Visualization
    Presentation Design
    Analytical Presentation
    Keynote
    Google Slides
    Infographic
    PPTX
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