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Bobbi W.
Expert-Vetted

Bobbi W.

Fractional Controller & CFO | ERP Implementations |Financial Reporting

If your financials are behind, unclear, or not helping you make decisions — I fix that. I’m a Fractional Controller/CFO with 18+ years of experience helping businesses build scalable accounting operations, clean up financials, and implement systems that support growth. I work with companies that have outgrown basic bookkeeping and need: • Accurate, decision-ready financial reporting • Strong internal controls • Cash flow visibility and forecasting • Scalable systems and processes Recent Client Experience (Upwork): Nail Polish Company (Controller) Led all accounting and financial operations, ensuring accurate reporting, improved processes, and stronger financial visibility to support ongoing growth. Startup Company (Built Financials from Scratch) Hired to establish the full accounting infrastructure — including chart of accounts, financial statements, processes, and reporting — creating a scalable foundation and preparing the company for growth and funding. Food Company (Financial Accuracy, Costing & Inventory) Focused on improving financial accuracy, validating cost structures, and ensuring proper inventory valuation — resulting in more reliable reporting and better margin visibility. Real Estate Company (HR & Strategic Operations Lead) Construction, Commercial Real Estate, Property Management • In my current role, I lead HR and operational strategy for a multi-faceted real estate business, overseeing: • End-to-End HR Management: Full-cycle recruitment, onboarding, and remote leadership of property management teams across multiple locations. • Strategic Business Partnerships: Collaborating with executives to set target rents, optimize operational workflows, and review contracts for compliance and cost efficiency. • Cross-Functional Process Design: Streamlining property management operations and reducing administrative overhead through standardized systems and KPI-driven decision-making. • Financial Integration: Providing data-driven insights on labor costs, contract terms, and operational performance to support strategic growth initiatives. This role has deepened my ability to bridge HR, operations, and financial strategy — skills I apply to help clients build scalable systems and achieve long-term growth. Key Results • Reduced invoicing turnaround time from 18 days to 3.5 days • Decreased DSO from 62 days to 38 days • Delivered $200K in cost savings through operational and financial analysis • Built full accounting infrastructures for startups • Created 60+ SOPs across accounting and operations • Led multiple ERP implementations (SAP, QuickBooks, Sage, ADP, Visual) Core Services • Fractional Controller / CFO support • Financial reporting & month-end close • Cash flow forecasting (13-week + long-term) • ERP implementation & system optimization • Internal controls & process improvement • Financial modeling (DCF, WACC, CAPEX) • Accounting clean-up & audit/tax readiness Experience I’ve worked with startups, growing businesses, and multinational companies — bringing both hands-on execution and strategic financial leadership. I don’t just build reports — I build systems and processes that allow businesses to scale with confidence. Why Clients Hire Me • I turn financial data into clear, actionable insights • I build systems that save time and reduce errors • I step in quickly and bring structure to messy or incomplete financials • Trusted by clients since 2018 with a strong track record of repeat business Call to Action If you need your financials cleaned up, your systems improved, or a stronger financial foundation for growth — let’s connect.

🇺🇸Palm Harbor, United States$150/hr100% JSS5.00 (10)Since Mar 2018

Earnings and projects

MRR
$15k

Last 6 months ÷ 6

World#478 / 412k
🇺🇸Country#239 / 62.1k
Revenue, last 30 days
$14k

Last 6 months: $89k

World#663 / 412k
🇺🇸Country#330 / 62.1k
Total earnings
$984k

Billed in all: $1.02M

World#593 / 412k
🇺🇸Country#265 / 62.1k
Per project
$58k

$18k in the last 6 months

World#680 / 412k
🇺🇸Country#184 / 62.1k
Projects, last 6 months
5
0% fixed100% hourly
World#41,746 / 412k
🇺🇸Country#5,872 / 62.1k
Projects in all
17

Across 21 contracts

33% fixed67% hourly
World#149,089 / 412k
🇺🇸Country#21,514 / 62.1k

Earnings, last 30 days

$1.02M+$14.1k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$1.00M$1.01M$1.02M$1.03MOct 8Oct 23Nov 7

Skill rankings: #1 in 1 skill of 10

Rarest: top 0.05% in Microsoft Excel, of 32,523. Ranked by MRR among everyone on Upwork with the skill.

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