Freelance Retail Finance Manager Needed

@swatijain5558

With a proven track record in Finance & Accounting, I offer expertise in financial reporting, budgeting, and tax preparation. Having worked extensively with QuickBooks Online and Excel, I can seamlessly manage your retail books and deliver accurate financial statements. My question for you: How often do you require updates on sales-driven forecasts to ensure timely decision-making? Regards, CA. Swati Jain, CPA

@caajoys

Thank you for considering my proposal. I have gone through the requirements in detail and can step in immediately to support your retail Finance & Accounting operations, strengthening the month-end close, forecasting and tax-readiness process. With 10+ years of experience, I specialize in financial reporting, FP&A, budgeting, forecasting, inventory accounting, reconciliations, taxation and management reporting. As a Chartered Accountant (ICAI) and CPA, I bring both strong accounting expertise and commercial financial analysis skills. I have uploaded samples of similar financial reporting, budgeting, forecasting and accounting projects completed by me earlier in my profile. I’ll work directly in QuickBooks Online and Excel, delivering timely monthly P&L, Balance Sheet and Cash Flow statements, along with a rolling 12-month budget and scenario-based sales forecasts that can be refreshed quarterly. I’ll also organize the supporting schedules and prepare the tax workpapers/returns within the applicable federal and state requirements, subject to the relevant filing jurisdiction and professional authorization. I’m comfortable working 2–3 focused hours daily and can align with your ₹20,000/month budget and immediate start requirement. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion

@SyedTaha04

Hi, I can step in immediately to manage and strengthen your retail accounting workflow. I have 3+ years of bookkeeping and finance experience, have cleared CFA Level I, and have extensive experience with QuickBooks Online, advanced Excel, financial reporting, budgeting, forecasting, and financial analysis. I can handle the monthly P&L, Balance Sheet, and Cash Flow statements, ensuring inventory-heavy sales data and daily transactions are properly reconciled and reflected in management reports. I can also build a dynamic 12-month budget with scenario-based forecasts, allowing management to evaluate different sales, cost, and profitability assumptions throughout the year. For the tax component, I can organize the underlying accounting records, supporting schedules, reconciliations, and financial information required for federal and state tax preparation, while coordinating with the relevant tax professional where required. I can start immediately and am comfortable working directly within your existing QuickBooks and Excel environment. I also have numerous financial modeling, reporting, and analysis samples I can share in chat. Regards, Taha

@AdeebaShamsi

With over 4 years of experience as a CA finalist and my in-depth knowledge of financial management and accounting software such as QuickBooks, Excel, Tally, I am confident that I can provide the expertise and efficiency you need as a Retail Finance Manager. I understand the time-sensitivity of your needs and thrive in fast-paced environments, adeptly able to deliver accurate financial statements, build rolling budgets and prepare tax filings within set deadlines. My familiarity with inventory data related work and daily sales feeds will enable me to jump into your cloud bookkeeping system without any hassle or long learning curve. Your immediate access to the current books and sales reports signals my readiness to join forces and expedite the turnaround to get your finance department running smoothly. Moreover, my pricing is competitive at ₹20000 INR per month and I am available for 2-3 focused hours engagingly responding promptly to client communication.

@Dharavyas07

Retail finance needs strong month-end discipline, inventory visibility, and forward-looking planning—not just bookkeeping. As a Practicing Chartered Accountant with 10+ years' experience, I handle financial reporting, budgeting, forecasting, tax compliance, and cloud accounting for growing businesses. 1. Financial Reporting • Prepare monthly P&L, Balance Sheet, and Cash Flow Statements from QuickBooks Online. • Review inventory, sales feeds, reconciliations, and accounting adjustments before month-end close. 2. Budgeting & Forecasting • Build a dynamic 12-month budget linked to sales, inventory, costs, and working-capital drivers. • Add scenario-based forecasts and quarterly updates to support management decisions. 3. Tax Compliance • Prepare applicable business Income Tax and GST compliance, along with supporting schedules and reconciliations. • Maintain tax-ready working papers and identify compliance or tax-planning opportunities. Relevant QuickBooks, Excel, financial modelling, and tax-compliance samples have been uploaded to my profile for your review. Let's review your current QuickBooks setup, inventory process, sales volume, and tax structure first, after which I'll confirm the monthly workflow, timeline, and professional fee in chat.

@ridwaan6254

IF YOU'RE NOT HAPPY, YOU DON'T PAY. I recently completed a similar project where I streamlined financial reporting for a retail client, resulting in a 30% reduction in month-end close time. I understand your need for timely financial reports, rolling budgets, and accurate tax filings. I will dive into your existing QuickBooks Online and Excel files to ensure everything is clear, secure, and efficient. My focus will be on creating user-friendly reports that provide valuable insights for your management team. I prioritize good planning, clean and maintainable code, clear communication, on-time delivery, and reliable long-term solutions. I am ready to start this week and help you maintain your financial integrity. If this aligns with your project, feel free to reach out to discuss scope and pricing. WORST CASE SCENARIO YOU WALK AWAY WITH A FREE CONSULTATION. Regards ridwaan6254

@rdrdewan

Hi, I’m very interested in this opportunity. I’m a Senior Business Analyst with 5+ years of experience in finance, financial reporting, budgeting, forecasting, financial modelling, and data analysis. I have strong hands-on experience with Excel, Power BI, Power Query, Xero, financial models, P&L analysis, cash-flow forecasting, and management reporting. I regularly work with financial data and understand the importance of accurate, timely reporting and strong attention to detail. I can support you with: - Monthly P&L, balance sheet and cash-flow reporting - Rolling budgets and sales-driven forecasting - Scenario-based financial models - Retail sales and inventory data analysis - Excel and QuickBooks data review - Month-end reporting and variance analysis - Management-ready financial reports - Identifying trends, anomalies and areas affecting profitability My experience includes working on cash-flow models, forecasting, budgeting and financial reporting for businesses across multiple sectors, so I can quickly understand your financial data and turn it into useful management insights. I’m available on a part-time freelance basis, can start immediately, and would be interested in building a long-term working relationship. I’d be happy to discuss your current setup and demonstrate how I can help improve your reporting and forecasting process. Thank you for considering my proposal. Kind Regards Rukshil

@gaurav30102001

The project will be delivered in a timely manner and all the deliverables will be go-to-signature as required. Project will be delivered by a professional CA having a great experience at financial reporting and taxes.

@warrick1718

This project immediately caught my attention because it is exactly the type of work I do best. Your need for clear, timely financial reports and a seamless budget process aligns perfectly with my expertise. I understand the importance of keeping your retail books in top shape, especially with inventory-heavy data and daily sales feeds. While I am new to freelancer, I have tons of experience and have done other projects off site. I am proficient in QuickBooks Online and Excel, ensuring a smooth month-end close and accurate tax filings. If this sounds like what you're looking for I'd love to hear more about your project. Regards, Warrick Van Eeden

@Web1devloper

With my extensive experience in data analytics and finance, I am confident that I can deliver the results you need as a Freelance Retail Finance Manager. Over the past eight years, I have honed my skills in Power BI, Looker, SQL, Python, ML, and advanced Excel - all of which are critical to your immediate requirements of clear financial reporting, building budgets and forecasts, and ensuring accurate tax filings. In your retail business where inventory management and daily sales feeds are crucial, my proficiency in data analysis and interpretation will be a game-changer. I am familiar with QuickBooks Online and Excel from previous projects as well. This backs the assurance of me not needing an extensive onboarding process to hit the ground running for you. Past clients across finance, healthcare, e-commerce, and SaaS have entrusted me with streamlining their operations, improving customer understanding, and making accurate forecasts like what you're seeking. Trusting me with your finances is choosing a professional who's highly skilled in improving cash-flows & profit margins.

@redstone01

With over a decade of worth of experience in financial management, data analysis and being well-versed in accounting software such as QuickBooks, Sage, I believe I would be an excellent fit for the Freelance Retail Finance Manager position you're looking to fill. My previous work experience has prepared me well with managing large volumes of inventory data and daily sales feeds, which aligns perfectly with the needs of your retail business. One of my greatest strengths is being able to resolve any data discrepancies quickly and effectively. For your project, this means I can hit the ground running with your existing files on QuickBooks Online and Excel. Given that time is of the essence in your turnaround and having complete federal and state tax preparation ready in a timely manner is crucial, you can rely on my fast turnaround time without compromising quality and accuracy. Additionally, I also have an analytical mindset that proactively seeks for opportunities for process improvement. This quality has been tested on previous projects where I streamlined operations through technology integration that saved considerable time and costs. All these combined skills make me confident that I can effectively deliver your keyProjectTitleWithoutSpaces_Placement elements: monthly financial reports, rolling budgets, sales-driven forecasts, and precise tax filings. Meeting all these requirements is my top priority and with my perceptive financial acumen and flawless ability.