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Edgar Esguerra
BASIC
Philippines, Taytay
Director, Manager, Operations, Business, Finance, Budget, Human Resources Legal Edgar Esguerra, Business, Accounting, Human Resources & Legal
Experienced leader with more than fifteen years of significant international work experience, leadership, the development industry, conceptualizing and formulating vision and strategy, strategic planning, development and execution of plans, international operations management, implementing and managing projects. • Leadership and organizational skills • Global and international operations • Management and strategic planning • Budget and finance analysis & management • Administration & organizational development • Project management; Change management • Ability to work in a multi-culture environment • Ability to develop relations with partners • Analytical, inquisitive and good at integrating thoughts and ideas • Excellent oral and written communication skills • Excellent with Microsoft Office programs • Interior Design & space planning As Location Manager, established and managed the office to serve and enable staff from the Asia Regional Hub, ODI staff, Development Philippines and the Communist Asia Region to be effective in accomplishing their ministry goals and objectives. • Developed annual business plan and strategy, budget and financial management and staffing/space planning plans. Oversee, managed, and provided strategic direction to administration, purchasing, finance, IT, human resources and legal. Ensured that operations adhered to company policies and local laws. Established and managed a core support team that maintained the office location. Looked out for innovation, and up-and-coming trends for the office and staff. Streamlined approval processes, payroll computations, expense monitoring, performance management, salary scale updating to reflect inflation adjustments, reviewed and analyzed financial statements. • Developed, managed, tracked, analyzed, forecasted a budget and ensured alignment with direction and plans. • Facility management included (but is not limited to) security, safety, space planning, staff communication. Designed, planned the office layout, mezzanine, prayer room for efficiency. • Oversee procurement for products and services, staff needs and care, compliance with local laws, stewardship for assets/resources. • Developed and maintained a model to calculate occupancy costs and a chargeback model for hosted staff/teams. Negotiated hosting service level agreements with other offices involved. Ensured and tracked expenses so that they are shared across stakeholders accordingly. • Liaised with subject matter experts for various matters like government agencies, facilities and maintenance requirements, legal counsel, etc. Led the identification and management of a new consultant. Researched on registering the office as a Regional Headquarters (RHQ) license. Negotiated with service providers and contractors for better service and price. Resolved existing issues with providers. Managed contractors’ budget and accomplishments. • Led, directed and managed the support staff to serve with excellence. • Promoted Christian values and nurture in the office of about 32 hosted staff. Established and headed the Spiritual Nurture team that strategized and planned to nurture staff to be consistent with the core values and reflect the DNA of the company. • Prepared all documents and reports as required and needed by the local board of trustees. As Shared Services Asia manager, developed and managed a shared services function to enable back office support to development programs in the areas of compliance, financial and project information reporting, IT, fund transfer model and research/WWL for the countries that are part of the Asia Region. Developed plans and managed the timely submission of financial and project information reports coming from 24 countries in Asia. Managed the IT support to 5 countries in Asia supported by 4 IT engineers. Developed plans, processes and tools and managed the timely submission of WWL research by the field in 24 countries in Asia. Developed management reports, dashboards and periodic communications for senior management business intelligence. Planned and organized Asia-wide meetings and activities. Supervised local and regional project teams and staff. Managed and coached staff in order to achieve performance goals and objectives. Ensure that projects’ and deliverables’ expectations are met. Led the recruitment, onboarding of additional and new staff. • Drove the annual business planning, developed work plans and milestones, budget and financial management and staffing plans for the SSA. • Provided business leadership for the SSA with primary focus to increase efficiency, simplify processes, and optimize cost and quality for ministry objectives. • Served and contributed to the Asia Regional Hub management team. Associate Director Sponsorship Operations, Project Coordination and Support Provided leadership and management for the Sponsorship Operations and Global Service group where the Project Coordination and Support team is a part of: • Led the articulation of the program of the department, planning and development of the team’s annual strategy and action plans to ensure alignment with the strategic direction. Ensured that objectives are met, plans are executed by providing systems and processes, monitoring and evaluation. Looked out for innovation, and up-and-coming trends for the department. • Developed staffing and resource plans for the entire Sponsorship Operations and Global Services group in consultation with the senior and other directors and managers that supported the group’s objectives. Developed procedures for regular (or monthly) review and updating of actual staffing against resource plans. Led in recruitment, selection and onboarding of staff and/consultants. • Worked with human resource to recruit the right people, get them on board quickly, and orient them substantially to achieve business goals. This also entails coaching and performance management, enabling them to succeed in their job, and dealing with staff issues and firing. • Developed annual budget for multiple projects and programs in consultation with the senior director and in support of the group’s strategic direction. • Analyzed financial statements for management decisions. Periodic budget (re)forecasting, variance analysis and budget management. Worked with finance team to ensure accuracy and correctness of financial statements. • Tracked, managed and forecasted budget in order to maximize funds and avoid over and under spending. Developed methods, statements and reports in collaboration with finance analysts to effectively monitor performance. • Engaged and collaborated with other leaders and counterparts across the regions and the Partnership (National Office, Regional Office and Global Centre) in order to promote and advance the strategies of the Sponsorship Operations and Global Services – Project Coordination and Support team. • Cultivated a culture of innovation and improvement as a way to find solutions of making processes more efficient in achieving objectives. • Oversee the day-to-day operations, and serves as the site leader of the whole team including management of expenditures, communications, staff issues, concerns and services. Led and managed a group of 5 diverse teams (25+ staff) that provided support, services and solutions for the Sponsorship Operations and Global Service group and other offices: Project management coordination team, sponsorship reporting services team, creative services team, web portal support, child media quality and community media quality review teams. The Project Coordination and Support team served and engaged with a wide variety of global customers in a diverse cultural environment: global center (GC) teams, support offices (SOs), regional offices (ROs), national offices (NOs) and field offices (ADPs) that enabled them in carrying out their goals and objectives. In addition, extensive business services are provided to various communities of practice, networks and other working groups. • Led the management and coordination of several projects in support of a program to revitalize the business with the use of digital media. This included creating a plan, organizing teams, establishing work breakdown schedules, designing project flow charts, documentations, conducting reviews, communications, identifying project implementation risks, issues, and establishes mitigation plans, the development of resources to enable field staff in adopting to the change, and project closures (e.g. Pilot and phase in of child greeting video, child and community photo album, child and community update photo and video, etc.) • Provided leadership and supervision to a project management team of several projects that introduced new initiatives in the field and managed operational and organizational risks projects, implemented new systems and processes to improve quality, reduce workload and improve efficiency (e.g. Quickstep Form Scanner, Bar Code Scanner, Stepwise, FIP/MFT/RMT, Singlestep Stabilization, Horizon Mobile, etc.) This also included the development of resources to train field staff. Ensured that the life of a project goes through the rigors of project management discipline to guarantee success and project quality. • Provided leadership to the reporting service team that developed and regularly published key business intelligence to inform metrics for high level management and other sponsorship services (e.g. Sponsorship Field Dashboard, ADP Portfolio and RC Planning, Annual APR, RC Facts & Figures, CMS, etc.). • Provided leadership and managed the quality review of child and community rich media as an efficient service to the field and support offices ensuring the compliance to set standards and guidelines. • Managed the quality review of rich media for child content and optimized the process and established this as a new global service for sponsorship. • Managed the onboarding of customers availing of the quality review of child media as an efficient alternative. Established, led and set-up an effective procedure for the chargeback model to collect the fees for the services provided. • Provided leadership to the creative services team that developed, created and designed visual change and communication materials which are effectively used by all NOs for capacity building, enabling them to adopt initiatives and new systems quickly. This team also produced e-learning materials which are interactive to enable knowledge transfer online (for Stepwise, Horizon, etc.). Short instructional video clips were also produced so staff can easily visualize and understand messages. This team also did the coordination of translation to three other major languages (French, Spanish, and Portuguese) to make materials available in multiple languages. • Provided leadership in establishing web portal presence for Sponsorship Operations and Global Service which make key reports and metrics easily available, empowering frontline staff to access tools and training resources they need to deliver with quality, on time, and as per expectation. • Developed annual strategic goals and work plans for the whole team which aligns to global strategy. Provided leadership and guidance for the entire unit in carrying out its functions in accordance with its mandate and with excellence. • Oversee and directed performance management and mentoring of staff by managers on a periodic basis. Ensured that staff has access and opportunity for individual learning and development.
Business, Accounting, Human Resources & Legal
Budgeting and Forecasting
Business Strategy
Financial Management/CFO
Management
Startup Consulting
70 $
UDAY KUMAR DEVA
BASIC
Credit Analyst Uday Kumar Deva, Business, Accounting, Human Resources & Legal
Dedicated professional with 6 years 8 months of experience in the Banking sector. Hoping to obtain a Credit underwriting/Credit Analyst/Credit Manager role in a Bank/FI to apply strong experience working in various departments including Credit department of banks for the benefit of the company. An experienced and competent professional with 6 years 8 months experience in Banking sector.  8 months of experience as Relationship Manager handling SME Clients with exposure upto Rs 75 Cr.  4 years of experience as Credit Analyst/Underwriter- Commercial loans with ticket size upto Rs 25 Crs.  2 years of experience as Branch Manager handling Assets-acquiring, processing and sanctioning of Retail loans like Housing loans, LAP, Personal Loans etc and handling liabilities of the bank (CASA, Fixed deposits etc) and Working capital/Business loans upto Rs 25 Crs. Organisational Experience Organization: ICICI Bank Ltd (From May’2019 till January’2020):  Relationship Manager handling SME clients with ticket size upto Rs 75 Cr.  Preparing appraisal notes for fresh and renewal proposals by Financial statement analysis, Bank statement analysis, conducting Dedupe (Verifying CIBIL, CRILC, AMLOCK, Defaulters list etc), legal & valuation of primary and collateral securities, ROC search for companies, pre-sanction visit, in compliance with credit policy of the Bank.  Vetting of the proposal by risk team and incorporating their observations with recommendations in the appraisal note and get the proposal sanctioned from respective sanctioning authorities.  Ensuring TAT is maintained for renewal and new proposals.  Issuing sanctioning letters ensuing all the terms and conditions of the sanction have been incorporated.  Completing documentation, ensuring disbursement and utilisation of the limits.  Monitoring the accounts in all aspects including collecting stock statement, updation of DP, ensuring good conduct of the account, complying with monthly, quarterly and half yearly compliances of the account, closing the internal audit queries in timely manner.  Interacting with the borrowers and their finance teams on regular basis and responding to their requests like enhancements, adhocs etc on time and obtaining the information required.  Periodic review of working capital and term loan accounts and interest reset in the accounts.  Achieving the income targets set for the individual and team. Organization: The Karur Vysya Bank Ltd As Branch Manager from April’2017 to April’ 2019:  Canvassing Current accounts, Savings accounts, Fixed deposits, parabanking products and ensuring the set targets are met.  Acquiring new business in commercial and retail loan segment.  Credit Role:  Acquiring quality proposals under working capital/business loan and retail loans segment.  Acquiring, processing, sanctioning of sourced Retail loans (Housing loans, LAP, Personal Loans etc) upto Rs 25 lacs and Business loans (Working capital loans, Vehicle loans, Term loans)  Acquiring, processing of commercial loans upto Rs 25 Crs and retail loans above Rs 25 lacs and get it sanctioned from higher sanctioning authority.  Ensure that TAT is maintained.  Documentation of the sanctioned loans and disbursement of the loans.  Maintaining quality of the portfolio by monitoring the accounts.  Leading a team of 12 members and motivating them to join hands to improve the business and achieve the income targets. As Credit Analyst from April’2013 to March’2017:  Underwriting Commercial/Business loans with ticket size upto Rs 25 Crs.  Preparing appraisal notes for fresh and renewal proposals, other requests like enhancement, adhoc, deviations in the sanctions etc and get it sanctioned from respective sanctioning authority.  Understanding the credit requirements of the borrower [fund-based/non-fund based limits], due diligence, verifying the past credit history of the borrower based on CIBIL/CRILC and ensuring that the firm/company/proprietor/partners/directors names are not appearing in the RBI defaulter’s list, wilful defaulter’s list, caution list.  Financial statement Analysis and Bank statement analysis of the borrower.  Ensuring that adequate marketable securities and legally cleared securities are obtained.  Assessing the credit limits based on the line of activity and limits required (MSME/Traders/Real Estate etc). Adopting different assessment methods based on the line of activity/industry.  Preparing appraisal notes in compliance with credit policy, incorporating RMD observations, deviations, concessions if any and recommending to sanctioning authorities for sanction.  Interacting with business teams and borrowers for information required in preparing appraisal note. Assisting business teams in achieving targets.  Minimising Turn Around Time and issue the sanction incorporating all the terms and conditions of the sanction.  Periodic review of term loan accounts and interest reset in the accounts.  Monitoring the account on regular basis and ensuring the conduct of the accounts are satisfactory.
Business, Accounting, Human Resources & Legal
Finance
Financial Analysis
Financial Forecasting
Financial Management/CFO
Financial Planning
50 $
Rajakumar Potnuru
BASIC
Credit Rating Analyst Rajakumar Potnuru, Business, Accounting, Human Resources & Legal
Current Employment Associate – India Ratings and Research Private Limited (Feb 2018-Till date) • Analysing financial statements including Income Statement, Balance Sheet and Cash Flow Statement of Public companies and Private family owned companies. • Analysing credit metrics like total leverage, interest coverage, fixed charge coverage etc. • Analysing the business model, identifying strengths, weakness, risks, understanding the revenue models and the corporate structure. • Assisting in all usual activities of various analytical teams in preparation of Minutes, rating commentaries. • Presenting credit assessments to credit committee for approval. • Recommending credit structure and credit enhancements for new loan requests and analysing the financial covenants applicable to the issuer. • Preparing financial projections based on borrower and personal assumptions Previous Work Experience Equity Research Analyst – Factset Research Systems India Limited, Hyderabad (Oct 2016- Jan 2018) Roles and Responsibilities: • Client Engagement: Worked with clients and provided support under direct supervision of Team Lead. Managed client files and followed up key actions. • Business Administration: Assisted with general business administration tasks including responding to incoming enquiries and preparing proposals for clients. • Report Development: Accurately reported outcome of Equity analysis while identifying tasks and activities that required follow up by client or consultant. • Research: Undertook extensive research to develop an understanding of various stock markets and their regulations relevant to clients' requirements. Collated research into client files and firm's information library. • Process Development: Documented key processes for clients to assist with developing solid understanding of their capabilities.
Business, Accounting, Human Resources & Legal
Financial Analysis
Data Analysis
Accounting
Financial Management/CFO
Finance
45 $
Anbarsi M
BASIC
Finance Analyst Anbarsi M, Business, Accounting, Human Resources & Legal
Roles & Responsibilities  Primary and secondary analysis and research .  Analyzing the financial statements of various companies and different sectors.  Keen observation of companies split dates, their exchange boards, acquisition related information etc., and keeping that information confidentially by giving only relevant data to the clients.  Provide accurate information to the clients about different company’s financial position, which helps them to invest in a particular company or in a portfolio.  As a part of quality control team, need to analyze the data correctly, to increase the quality of data given few suggestions, power point presentations regarding the analysis of various items in financial statements. Financial Statements Analysis  As a part of my role, in-depth analysis of many companies’ financial statements like Income statement, Balance sheet and Cash flow statements.  Conducting Ratio Analysis, Trend Analysis and Comparative analysis and finding YoY and QoQ growth.  In research reports, we find the data related to macro and micro environment of the company, Mergers and Acquisitions, recent updates of the company, industry analysis, investment research and Management discussions/team etc  Analysis Press Releases and Regulars like 8Ks, 10Ks &10Qs and other regular reports of SEC (Securities Exchange Commission) for Fortune 500 companies to show their credit worthiness and growth  Interpret research and analyze vast volumes of content and research on industry specific metrics like REIT, Airlines, Insurance etc.,  Analyzing the effects of any right issue, share consolidation and splits on the current share and dividend per share  Adjusting the Tax benefits, Effects of Non-Recurring items like Re-structuring Charges, Litigation Expenses and Discontinued Operations from the Income Statement.
Business, Accounting, Human Resources & Legal
Finance
Financial Analysis
Financial Management/CFO
Financial Planning
12 $
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