Umar P.
Finance & Operations Partner | SOP | ERP | Process Workflow | OPS
Businesses usually hire me initially for SOP documentation, process mapping, or finance workflow projects but many end up retaining me long-term to help improve and manage their operations. Over the past 12+ years, I have worked exclusively with US businesses across operations, finance processes, reporting, ERP workflows, and business systems improvement. A few examples of long-term engagements: 1. Started with SOP and process documentation for a US pool construction company, later expanded into accounting support, performance reporting, JobTread implementation, QuickBooks integration, and operational process improvement. 2. Started with safety procedures documentation for a US solar projects company, later became responsible for ongoing safety program management and ISN portal administration. 3. Started with finance process documentation for a US Fractional CFO and became a long-term resource supporting finance operations, valuation projects, reporting, and business analysis. My work typically includes: ✔ Finance & Operations Process Improvement ✔ SOP Development & Process Mapping ✔ QuickBooks, ERP & Workflow Systems ✔ Operational Reporting & KPI Tracking ✔ Internal Controls & Documentation ✔ Workflow Optimization & Business Support Tools & Platforms: QuickBooks, Dynamics, Odoo, JobTread, ClickUp, Visio, Lucidchart, Airtable, Power BI, Jobber, Google Workspace, Microsoft 365, ISNetworld and other operational systems.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $2.2k
Billed in all: $86,584$87k
$541 in the last 6 months
Across 171 contracts
Earnings, last 30 days
Skill rankings: Top 19% in Policy Writing
Ranked by MRR among everyone on Upwork with the skill.
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- #37Procedure Documentation117 freelancers · 🇵🇰 #3Top 32%🇵🇰#3 of 10
- #69Financial Model287 freelancers · 🇵🇰 #16Top 24%🇵🇰#16 of 69
- #89Policy Writing469 freelancers · 🇵🇰 #9Top 19%🇵🇰#9 of 38
- #223Microsoft Dynamics 365844 freelancers · 🇵🇰 #38Top 26%🇵🇰#38 of 161
- #279Odoo1,044 freelancers · 🇵🇰 #70Top 27%🇵🇰#70 of 231
- #281Process Documentation883 freelancers · 🇵🇰 #14Top 32%🇵🇰#14 of 33