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Business & Finance

Financial Planning

$5/hr Starting at $25

With over 17 years of experience in finance and accounting, I am adept in guiding the financial direction of start-up and established organizations alike by supporting all finance and accounting functions. With a background in investment banking as well as an MBA from the Wharton School, I have a robust finance and accounting skill set that I have utilized at both Fortune 500 and start-up companies. In those roles, I have carried out day-to-day finance and accounting functions (budgets & forecasting, accounts payable and receivable, payroll, etc.) as well as the structuring and negotiating of M&A, equity, and debt transactions from less than $10,000 to over $1B.

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$5/hr Ongoing

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With over 17 years of experience in finance and accounting, I am adept in guiding the financial direction of start-up and established organizations alike by supporting all finance and accounting functions. With a background in investment banking as well as an MBA from the Wharton School, I have a robust finance and accounting skill set that I have utilized at both Fortune 500 and start-up companies. In those roles, I have carried out day-to-day finance and accounting functions (budgets & forecasting, accounts payable and receivable, payroll, etc.) as well as the structuring and negotiating of M&A, equity, and debt transactions from less than $10,000 to over $1B.

Skills & Expertise

AccountingAccounts PayableAnalysisBasicBusiness PlanningExcelFinanceFinancial ForecastingFinancial StatementsForecastingGAAPInvestment BankingLegalManagementPayrollQuickBooksSkillSoftware Design

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