ZipRecruiter

Log In

1

Financial Consulting Freelance Jobs (NOW HIRING)

OC Management, LLC

Be Seen First

HOA Financial Consultant

Anaheim, CA · Remote

Accounting process improvement and consulting Current Project Examples Association Transition #1 * ... Freelance * Project-Based * Per-Gig Opportunities Work Location Remote

OpenUp

Talent Pool: Financial Well-being Expert

Financial Well-being Expert Remote Are you interested in joining us as a Freelance Financial Well ... Minimum 2+ years' experience providing 1:1 consulting, financial advisory, or coaching on personal ...

Toloka

About the Role Technical consultants play a key role in our company, ensuring top-level delivery of ... financial efficiency. * Monitor key KPIs (e.g. throughput, quality metrics, Gross Margin ...

next page

Showing results 1-20

All JobsFinancial Consulting JobsFinancial Consulting Freelance Jobs

Financial Consulting Freelance information

See salary details

$14

$47

$132

How much do financial consulting freelance jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for financial consulting freelance in the United States is $47.71, according to ZipRecruiter salary data. Most workers in this role earn between $24.28 and $61.78 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial consulting freelance, and why are they important?

To thrive as a Financial Consulting Freelance, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance, accounting, or a related field. Familiarity with tools like Excel, QuickBooks, and financial analysis software, along with certifications such as CFA or CPA, is highly beneficial. Excellent communication skills, adaptability, and the ability to build client relationships set successful freelancers apart. These skills and qualities are essential to deliver insightful advice, manage diverse projects, and build trust with clients in a competitive market.

What is a financial consulting freelance?

Financial consulting freelancers are independent professionals who provide expert advice to individuals or businesses on financial matters such as budgeting, investing, tax planning, risk management, and financial strategy. Unlike full-time employees of consulting firms, they work on a contract basis with multiple clients, offering flexibility and specialized expertise. They often help clients make informed financial decisions, improve profitability, and ensure regulatory compliance. Freelancers in this field may serve startups, small businesses, or large corporations, depending on their niche and experience.

What is the difference between Financial Consulting Freelance vs Financial Analyst?

AspectFinancial Consulting FreelanceFinancial Analyst
CredentialsCertifications like CFA, CPA often preferred; self-employedTypically holds degrees in finance, accounting, or related fields; employed by companies
Work EnvironmentIndependent, remote or client-site work, flexible hoursOffice-based, team environment, regular hours
Employer/Industry UsageFreelance clients, consulting firms, startupsCorporations, banks, investment firms
Search/Comparison IntentSeeking freelance financial expertise, consulting opportunitiesAnalyzing financial data, investment decisions

Financial Consulting Freelance professionals work independently, often with diverse clients, offering strategic advice and specialized services. Financial Analysts are typically employed by organizations, focusing on data analysis and financial planning. Both roles require relevant certifications and finance knowledge, but differ mainly in work setting and employment structure.

How do financial consulting freelancers typically manage client relationships and project workflows?

Freelance financial consultants often juggle multiple clients and projects simultaneously, so effective communication and organizational skills are crucial. They usually set clear expectations with clients regarding deliverables, timelines, and reporting methods. Project management tools and regular check-ins help ensure transparency and progress tracking. Building strong relationships through responsiveness and tailored advice not only leads to successful project outcomes but also encourages repeat business and referrals.
More about Financial Consulting Freelance jobs
What cities are hiring for Financial Consulting Freelance jobs? Cities with the most Financial Consulting Freelance job openings:
What are the most commonly searched types of Financial Consulting jobs? The most popular types of Financial Consulting jobs are:
What states have the most Financial Consulting Freelance jobs? States with the most job openings for Financial Consulting Freelance jobs include:
What job categories do people searching Financial Consulting Freelance jobs look for? The top searched job categories for Financial Consulting Freelance jobs are:
Financial Consulting Freelance jobs near you

HOA Financial Consultant

OC Management, LLC

Anaheim, CA • Remote

Contractor

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

OC Management, LLC is a growing community association management company serving homeowners associations (HOAs) throughout Orange County and Los Angeles County. We are seeking an experienced HOA accounting professional to assist with financial transitions, accounting setup, financial reporting, reconciliations, and consulting services for the communities we manage.


This is not a full-time or part-time position. We are looking for a knowledgeable professional to provide assistance on a project-by-project basis as needed.


Responsibilities

The selected professional may assist with:

  • HOA financial transition projects
  • Chart of accounts review and setup
  • General ledger mapping and account setup
  • Opening balance creation and review
  • Bank account reconciliations
  • Operating and reserve fund accounting
  • Homeowner ledger review and reconstruction
  • Financial statement preparation and review
  • Monthly, quarterly, and annual financial reviews
  • Internal accounting controls and best practices
  • Budget preparation support
  • Year-end accounting assistance
  • Audit and review preparation
  • HOA and corporate tax preparation support
  • Accounting process improvement and consulting


Current Project Examples

Association Transition #1

  • Review financial records received from prior management company
  • Map historical balances to appropriate GL accounts
  • Assist with transitioning banking relationships
  • Reconcile multiple bank accounts during transition
  • Verify accuracy of operating and reserve fund balances


Association Transition #2

  • Establish opening balances where historical records are incomplete
  • Create accounting structure for newly transitioned association
  • Assist with homeowner ledger reconstruction
  • Recommend best practices for handling missing financial records
  • Ensure accurate and compliant financial reporting


Qualifications Required:

  • eUnify or Vantaca Software
  • Experience with HOA, condominium, or community association accounting
  • Strong understanding of fund accounting
  • Experience preparing HOA financial statements
  • Bank reconciliation expertise
  • Knowledge of reserves, assessments, and homeowner ledgers
  • Proficiency with accounting software and Excel


Preferred:

  • Experience working with HOA management companies
  • Experience supporting HOA audits and tax filings
  • Knowledge of California HOA accounting practices


Ideal Candidate:

We are seeking someone who can serve as a trusted accounting advisor and provide practical guidance as our management company continues to grow. The ideal candidate has significant HOA accounting experience and can work independently while collaborating with management and HOA boards.


Job Type

  • Independent Contractor
  • Freelance
  • Project-Based
  • Per-Gig Opportunities


Work Location

Remote