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Edward C.

Edward C.

LV III CFA Candidate, Investment Manager, and Accountant

Level III CFA® Exam candidate with over 15 years of diverse finance experience, including 3 years of accounting, 4 years managing a pension portfolio, 6 years in government compliance and internal auditing, and 5 years in small business banking/financial planning. I have conducted over 300 compliance audits. My commitment to you: - High-quality, organized, and accurate work—always - Triple-checked deliverables for complete confidence - Transparent and timely communication If you need a reliable, detail-focused finance and bookkeeping professional, I’m here to help you save time, stay compliant, and make informed financial decisions.

🇺🇸Sacramento, United States$35/hr100% JSSSince Jun 2025

Earnings and projects

MRR (estimate)
≈$393

An estimate from an earlier read

World#87,677 / 412k
🇺🇸Country#12,817 / 62.1k
Revenue, last 30 days
$28

Last 6 months: $2.4k

World#102,240 / 412k
🇺🇸Country#12,404 / 62.1k
Total earnings
$5.8k

Billed in all: $6.1k

World#242,098 / 412k
🇺🇸Country#38,201 / 62.1k
Per project
$5.8k

$2.4k in the last 6 months

World#29,814 / 412k
🇺🇸Country#4,925 / 62.1k
Projects, last 6 months
1
0% fixed100% hourly
World#128,092 / 412k
🇺🇸Country#16,472 / 62.1k
Projects in all
1
0% fixed100% hourly
World#360,671 / 412k
🇺🇸Country#53,151 / 62.1k

Earnings, last 30 days

$6.1k+$26 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$6,080$6,100$6,120Oct 9Oct 24Nov 8

No data since Nov 5, 2026.

Skill rankings: Top 18% in Report Writing

Ranked by MRR among everyone on Upwork with the skill.

  1. #59Journal Entries184 freelancers · 🇺🇸 #20Top 32%
  2. #116Financial Statements Preparation371 freelancers · 🇺🇸 #24Top 31%
  3. #188Professional Tone880 freelancers · 🇺🇸 #79Top 21%
  4. #210Finance1,002 freelancers · 🇺🇸 #41Top 21%
  5. #285Forecasting1,032 freelancers · 🇺🇸 #74Top 28%
  6. #329Analytical Presentation1,358 freelancers · 🇺🇸 #87Top 24%
  7. #379Report Writing2,074 freelancers · 🇺🇸 #85Top 18%
  8. #690Invoicing2,164 freelancers · 🇺🇸 #90Top 32%