Top Financial Plan freelancers

170 freelancers list Financial Plan on Upwork.

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Showing 50 of 170Data updated Nov 7

# Freelancer		SinceMember since
Vishal G. 🇮🇳🇮🇳 Funding & business Strategist, plans, financials, valuations \| 50M+	$8k↓ 9%	Apr 2017Apr 16, 2017
Sheila B. 🇺🇸🇺🇸 Business Development, Fundraising and Communication Strategist	$7k0%	Mar 2026Mar 18, 2026
Abid H. 🇺🇸🇺🇸 Fractional CFO \| Controller \| AI-Enabled Finance Strategist	$7k–	Aug 2024Aug 29, 2024
4 Siddhartha H. 🇮🇳🇮🇳 CA & ICAEW \| Bookkeeping & Tax \| 20+Yr \| Agency Owner - MASPARTNER	$7k↑ 1%	Nov 2015Nov 5, 2015
5 Ashlee M. 🇺🇸🇺🇸 Fractional CFO \| Healthcare, Law Firms & Agencies \| ProAdvisor \| MBA	$6k↑ 1%	May 2022May 14, 2022
6 Frances F. 🇺🇸🇺🇸 Accounting/Taxes/Bookkeeping FKF Accounting and Consulting, LLC	$6k↑ 8%	Feb 2010Feb 15, 2010
7 Thomas K. 🇺🇸🇺🇸 CPA \| Fractional CFO & Controller	$5k↑ 22%	Oct 2024Oct 27, 2024
8 Zahid N. 🇵🇰🇵🇰 Bookkeeper \| QuickBooks Online & Xero Specialist \| Financial Reporting	$4k↓ 6%	Feb 2025Feb 25, 2025
9 Rumman S. 🇵🇰🇵🇰 FP&A Analyst \| Budgeting, Forecasting \| CFO	$4k↑ 17%	Mar 2021Mar 27, 2021
10 Muhammad R. 🇵🇰🇵🇰 US Tax Filing \| Quickbooks Online & Bookkeeping \| Enrolled Agent	$4k–	Jul 2021Jul 31, 2021

Freelancer	MRR	Member since
11 Charif T. 🇨🇦🇨🇦 CFO, Fractional CFO, Financial Analysis, Due Diligence-Financial Model	$4k↓ 22%	Aug 2022Aug 22, 2022
12 Janos S. 🇭🇺🇭🇺 Financial Modeling & FP&A \| Model Review, Forecasts & Underwriting	$3k↑ 3%	Aug 2020Aug 12, 2020
13 Stefan K. 🇬🇧🇬🇧 Fractional CFO \| Financial Planning, BI Dashboards & Automation	$3k↓ 1%	Sep 2019Sep 3, 2019
14 Kay A. 🇳🇬🇳🇬 Business Plan Writer \| SBA & Investor Plans \| Financial Projections	$3k–	Nov 2022Nov 23, 2022
15 Yordanka P. 🇧🇬 NewNew🇧🇬 Financial Planning \| Personal Finance & Wealth Management, Finance	$3k↑ 188%	Sep 2026Sep 17, 2026
16 Usaid R. 🇵🇰Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Sep 25, 2026.🇵🇰 Dispute Processor I 3B Sweeps I FTC I CFPB \| BBB I 3B Caller	≈$3k–	Feb 2026Feb 2, 2026
17 Narendar K. 🇮🇳 NewNew🇮🇳 Financial Planning \| Wealth Management, Management Skills, Neos Flow	$2k↑ 394%	Sep 2026Sep 19, 2026
18 Elsie R. 🇬🇧 NewNew🇬🇧 Startup Consultant and Growth Advisor \| Exited Consumer Brand Founder	$2k0%	Apr 2026Apr 14, 2026
19 Riccardo P. 🇮🇹🇮🇹 Business Consultant expert in Finance, Accounting, Tax and Controlling	$2k↑ 2%	Jul 2023Jul 13, 2023
20 Meliza P. 🇨🇴🇨🇴 QuickBooks ProAdvisor \| AI-Powered Bookkeeping & Financial Reporting	$2k↑ 13%	Sep 2019Sep 11, 2019

Freelancer	MRR	Member since
21 Meliza P. 🇨🇴🇨🇴 QuickBooks ProAdvisor \| AI-Powered Bookkeeping & Financial Reporting	$2k↑ 13%	Sep 2019Sep 11, 2019
22 WAJIH B. 🇵🇰🇵🇰 Market Research Analyst \| Economist \| Financial Expert\| PhD	$2k↑ 47%	Apr 2013Apr 25, 2013
23 El Mehdi N. 🇲🇦🇲🇦 Financial analysis & Modelling, Business Valuation	$2k↑ 3%	Aug 2022Aug 29, 2022
24 Rayann C. 🇮🇪 NewNew🇮🇪 Expert Bookkeeper \| QuickBooks Online \| Financial Reports & Cleanup	$2k↑ 66%	Apr 2026Apr 20, 2026
25 Abayomi A. 🇳🇬🇳🇬 Biz Plan Maestro \| 10M+ Raised \| Pitch Decks & Financial Analysis	$2k↑ 4%	Feb 2025Feb 13, 2025
26 Philip C. 🇺🇸🇺🇸 CPA + Fractional CFO \| Bookkeeping Cleanup, Tax Strategy, Cash Flow	$2k↓ 13%	Jun 2021Jun 24, 2021
27 Arsalan Z. 🇵🇰🇵🇰 Fractional CFO \| FP&A, Financial Modeling & Cash Flow Forecasting	$2k↑ 8%	Mar 2021Mar 27, 2021
28 Iwan S. 🇧🇪🇧🇪 Fractional COO \| Web3, AI & SaaS Scale-Up Advisor \| 35+ Years int. exp	$1k↓ 34%	Nov 2020Nov 1, 2020
29 Jelly S. 🇺🇸🇺🇸 Top Rated Xero & QuickBooks Bookkeeper \| Cleanup + Monthly Reporting	$1k↑ 30%	Mar 2017Mar 21, 2017
30 Pablo G. 🇺🇾 NewNew🇺🇾 Financial Advisor \| Business Development \| Alternative Finance	$1k–	Sep 2026Sep 19, 2026

Freelancer	MRR	Member since
31 Michael K. 🇺🇸🇺🇸 Author, Book Editor \| Financial Modeling & AI Solutions Architect	$1k↑ 5%	Mar 2014Mar 2, 2014
32 Daniel C. 🇵🇭 NewNew🇵🇭 Civil Engineering \| Financial Analyst \| Project & Operations Manager	$1k↓ 4%	Jul 2023Jul 19, 2023
33 Ahsan H. 🇵🇰🇵🇰 Bookkeeper \|QuickBooks \|Xero \| Shopify \| E-Commerce \| Accountant \| Tax	$1k↑ 28%	May 2022May 25, 2022
34 Tracy W. 🇺🇸🇺🇸 CFP and Tax Strategist for Individuals and Small Businesses	$1k↑ 68%	Mar 2024Mar 31, 2024
35 Alex A. 🇮🇹🇮🇹 Fractional CFO, Financial Modeling. Startup Fundraising, Business Plan	$904↑ 130%	Nov 2023Nov 24, 2023
36 Manzar S. 🇵🇰🇵🇰 Ex-PwC CA \| Financial Modelling & Fundraising Expert \| USD 300M+	$803↓ 1%	Sep 2024Sep 20, 2024
37 Elizabeth O. 🇳🇬🇳🇬 Business Plan Writer \| SBA Loan Plans \| Investor Pitch Deck Writer	$753↓ 21%	Jun 2020Jun 20, 2020
38 Anton V. 🇦🇹🇦🇹 Fractional CFO for Beauty CPG \| Cash Flow & Channel Profitability	$741↓ 1%	May 2018May 8, 2018
39 Mia G. 🇭🇷🇭🇷 Finance, Financial Analyst, VC	$727↑ 2%	Aug 2023Aug 31, 2023
40 Folashade E. 🇳🇬🇳🇬 Business Plan & Financial Analyst & Marketing Strategist & Pitch Deck	$684↓ 7%	Nov 2024Nov 5, 2024

Freelancer	MRR	Member since
41 Zamurd H. 🇵🇰🇵🇰 E-2, EB-5 & NIW Business Plans \| SOF Memos \| Immigration Case Support	$668↑ 10%	Dec 2021Dec 17, 2021
42 Sanad A. 🇯🇴Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Sep 24, 2026.🇯🇴 Fractional CFO & Finance Function \| Ex Big Four \| Xero, QuickBooks	≈$610–	Sep 2023Sep 25, 2023
43 Vladislav Z. 🇷🇸🇷🇸 EUR 17.5bn Deal \| Financial Models, Pitch Decks & Valuation \| ex-ADL	$594↑ 3%	Mar 2024Mar 19, 2024
44 George Z. 🇨🇾🇨🇾 Financial Modeling \| Fractional CFO \| Valuation & Due Diligence	$591↑ 167%	Mar 2023Mar 27, 2023
45 Hammad R. 🇬🇧🇬🇧 Registered HMRC \| QuickBooks & XERO \| Tax Returns & Accounts \| VAT	$540↑ 5%	Jul 2021Jul 19, 2021
46 Serge L. 🇺🇸🇺🇸 US Taxes\| IRS Help\| Tax Advisory\| QBO\| ITIN\| EA\| Foreign DE	$538↓ 29%	Jul 2020Jul 27, 2020
47 Ivy M. 🇵🇭🇵🇭 QuickBooks Pro Advisor \| Clean Up & Catch Up Expert \| Xero \| MYOB	$537↑ 9%	May 2023May 5, 2023
48 Emin I. 🇦🇿🇦🇿 Financial Analyst & Settlement Specialist \| Fintech & Automation	$471↓ 25%	Apr 2021Apr 24, 2021
49 Neil Joseph B. 🇵🇭🇵🇭 Financial & Tech Support \| Quality & Risk Analyst \| Content Moderator	$462↓ 22%	Aug 2025Aug 17, 2025
50 Diana D. 🇷🇴🇷🇴 Pitch Deck Expert \| Fundraising Strategist \| Investor Communications	$462↓ 1%	Jun 2021Jun 20, 2021

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