Financial Services & Planning Consultants

Showing 214 freelancers

Financial Services & Planning Consultants

Showing 214 freelancers

  • Business Finance Consultant >> Top 5% Odesk Contractor

    I seek opportunities to utilize my skills and unique understanding of business finance to help my clients advance toward their chosen goals. I am honest, hard working, and prideful of my attention to detail. These qualities are backed with my … more

    I seek opportunities to utilize my skills and unique understanding of business finance to help my clients advance toward their chosen goals. I am honest, hard working, and prideful of my attention to detail. These qualities are backed with my degree in finance and experience in commercial banking, brokerage services, marketing, and business start-up. I work with each of my clients to understand their individual needs so that I may help them run their business as efficient and effective as possible. Top 5% Odesk Contractor!  less

    business-writing financial-analysis business-coaching financial-modeling intuit-quickbooks corporate-finance 00 more less
    • $70.00 HOURLY RATE
    • 4.9
    • 2571 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 8 TESTS
  • Angel/Equity Investor Business Plan, Research

    I Sivaramakrishnan working as a Consultant & Researcher have 4 years of experience in creating market research reports, business plans marketing plans, strategy documents, competition analysis report, financial projections etc. I have worked with clients from a gamut of sectors including … more

    I Sivaramakrishnan working as a Consultant & Researcher have 4 years of experience in creating market research reports, business plans marketing plans, strategy documents, competition analysis report, financial projections etc. I have worked with clients from a gamut of sectors including IT, Healthcare, FMCG, e-commerce, Education, OTC , Hospitality, Retail and Real estate, both from India and worldwide. I pride myself in providing a customized approach to the preparation of business plans and research reports which has benefited a number of entrepreneurs in new product launches, raising capital, determining USP, effectively reaching target segments, streamlining operations and devising marketing/financial strategies.  less

    business-plans market-research business-writing marketing-strategy business-analysis financial-analysis business-proposal-writing business-intelligence business-coaching business-continuity-planning business-models business-valuation 00 more less
    • $50.00 HOURLY RATE
    • 4.8
    • 1747 HOURS
    • INDIA
    • LAST ACTIVE
    • 8 PORTFOLIO ITEMS
    • 12 TESTS
  • Netsuite Certified Accountant, Quickbooks, MYOB, Tax Specialist

    You grow the business, while I support you with dedication, integrity, excellence and confidentiality. In this new era where everything is online, although my office location is in the Philippines, all my clients are from USA, Canada, Australia, and Great … more

    You grow the business, while I support you with dedication, integrity, excellence and confidentiality. In this new era where everything is online, although my office location is in the Philippines, all my clients are from USA, Canada, Australia, and Great Britain. I have been in the Outsourcing Industry for more than 4 years and have built the reputation as an Industry Leader. Despite being in the Top List of Freelancers, I continue to personally serve all my clients. Unlike the rest, I personally do all the work. I believe that clients hire me because of my expertise. I do not believe in passing the work to another freelancer. This is the reason why all my clients are satisfied with my work. Being an International Certified Public Accountant who focuses on clients using Netsuite and Quickbooks, I have served almost all types of business all over the world, to include trading, manufacturing, retailing and service. For the past 9 years in Accounting & Audit Practice, I have gained excellence in the field of systems, control and analysis. My experience and full background in Audit structured my capability in analytics, problem solving and critical thinking. My expertise is greatly focused on Netsuite and Quickbooks. I have been using these for at least 4 years now. However, I also have full expertise in using Xero, MYOB, Accounts IQ, Peachtree, Microsoft Money, SAP, and Oracle. In handling activities, dedication, integrity, excellence and confidentiality are inherent elements in my work. Having a degree in Business Law and Taxation as well as Civil and International law, I provide business-related legal advice useful your company 24/7 as a value added service. In addition to Accounting and Taxation, my services are also demanded for Financial Planning and Analysis. In my effort to be an asset of my client, I ensure that I communicate and explain the financial results of the company. This will ensure that accounting data will not be merely for taxation purposes, but most importantly, to aide my client in decision making and advancement of the business. I work side by side with CEOs and Presidents of companies in my client list through stable online communication using Skype, Teamviewer, Gotomeeting, or Logmein, whichever suits them best. Reports are constantly shared and updated via Dropbox, Box, Google Drive or through emails. While my bosses grow the company, I provide on-time and reliable financial accounting reports and advice to guarantee the soundness of any critical decisions made, all in the name of strong dedication and loyalty to my clients.  less

    bookkeeping accounting intuit-quickbooks accounts-payable-management accounts-receivable-management microsoft-powerpoint 00 more less
    • $11.11 HOURLY RATE
    • 4.6
    • 8344 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 5 TESTS
  • Financial Analyst/Excel Developer/VBA Expert/Powerpoint specialist

    9+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. 5 star rated on oDesk with excellent communication skills. Fast learner and high attention to detail Have worked on a variety of financial and analytical assignments. Well versed … more

    9+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. 5 star rated on oDesk with excellent communication skills. Fast learner and high attention to detail Have worked on a variety of financial and analytical assignments. Well versed in developing excel models, performing data analysis, writing business reports and preparing high impact powerpoint presentations. Have developed Excel templates, financial models with VBA - macros, userforms, functions and event based programs.  less

    financial-analysis microsoft-excel vba data-scraping data-analysis microsoft-word microsoft-powerpoint financial-modeling tableau 00 more less
    • $15.00 HOURLY RATE
    • 5.0
    • 2113 HOURS
    • INDIA
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 9 TESTS
  • Professional experienced NATIVE Polish technical/general translator

    Over the last 3 years I've developed my skills as professional translator at Computer Arts magazine (I got to grips with applications as Illustrator, Photoshop, InDesign, but also photography, design, software). I've over a year experience in media … more

    Over the last 3 years I've developed my skills as professional translator at Computer Arts magazine (I got to grips with applications as Illustrator, Photoshop, InDesign, but also photography, design, software). I've over a year experience in media research and analytics. I hold engineer's degree in Management and Production Engineering at University of Economics in Cracow and a bachelor degree in Business Administration at University of Mälardalens in Sweden. Currently I'm studying Finance. I'm accurate and I deliver the content in a timely fashion. During my career I've never missed any deadline.  less

    translation editing market-research internet-research content-writing business-analysis business-writing 00 more less
    • $11.11 HOURLY RATE
    • 5.0
    • 5097 HOURS
    • POLAND
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 4 TESTS
  • Certified Excel VBA / Finance Professional / Business Plan / Budgets

    1. Have Eight years of experience in working with MS Excel 2007 & 2010 (Formules, Macros, Pivot Tables/Charts/ Reports, Forms). Strong knowledge of integrating Visual Basic with Excel alongwith Strong Database manipulation and analytical skills. Additional knowledge of PL/SQL … more

    1. Have Eight years of experience in working with MS Excel 2007 & 2010 (Formules, Macros, Pivot Tables/Charts/ Reports, Forms). Strong knowledge of integrating Visual Basic with Excel alongwith Strong Database manipulation and analytical skills. Additional knowledge of PL/SQL in Oracle, Database creation, writing Structured Query Language. Experience of Six years in working with other MS Office applications like MS Word 2007, MS Powerpoint 2007. 2. Certified Finance professional for Accounting and Business Analysis. Business Plans writer, Forecasting, Budget and Cashflow Models. ----PLEASE NOTE: I DON'T HAVE MAC OS AND CAN WORK ONLY IN WINDOWS MS OFFICE EXCEL AND VBA MACROS--------------------------------------------- ------------------------------------------------------------------------------------------------  less

    microsoft-excel microsoft-visual-basic financial-analysis microsoft-powerpoint microsoft-word accounts-receivable-management accounts-payable-management account-management accounting cost-accounting bookkeeping financial-accounting financial-management 00 more less
    • $22.22 HOURLY RATE
    • 5.0
    • 2723 HOURS
    • INDIA
    • LAST ACTIVE
    • 59 PORTFOLIO ITEMS
    • 14 TESTS
  • Determined Fast and Reliable

    I am currently doing volunteer teaching work in France. I speak, read and write both English and French with English being my first language. I have done translation and interperting work on an individual basis and for large groups. Over … more

    I am currently doing volunteer teaching work in France. I speak, read and write both English and French with English being my first language. I have done translation and interperting work on an individual basis and for large groups. Over the past 4 years I've worked as a Licensed Personal Banker for 2 large banks in New York. Within the bank I managed the sales team, was responsible for meeting sales goals and assisted the manager in managing all funtions of the branch. I have strong sales skills but also excellent oral and written communication skills. Part of my job was written communication with clients from diverse backgrounds. This helped me to become proficient in writing, proofreading, and correction. Also I have worked as a Personal Assistant and Manager where I was in charge of organizing meetings, travel arrangements and doing research projects. As a Personal Assistant I managed the team and kept things running in the office. I touch type 60 words per minute and I am very comfortable working with computers. I have trascribed videos and audio files. I enjoy writing and this passion has helped me to write many articles on a variety of topics in both English and French. I know the value of getting work done quickly and accurately. I am good at leading others to accomplish that same goal.  less

    translation translation-french-english french english-tutoring customer-service customer-support virtual-assistant proofreading 00 more less
    • $11.11 HOURLY RATE
    • 4.1
    • 5603 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 7 TESTS
  • 6 years and 1,700+ hours of writing Business Plans and Pitch Decks

    Faisal has over 6 years of progressive experience in writing award-winning business plans, investor pitch books, marketing plans, new business development, business coaching, market research, industry analysis, branding, pricing, financial analysis, corporate accounting and management consulting fields. Please download three … more

    Faisal has over 6 years of progressive experience in writing award-winning business plans, investor pitch books, marketing plans, new business development, business coaching, market research, industry analysis, branding, pricing, financial analysis, corporate accounting and management consulting fields. Please download three business plan samples from the link given below: https://www.dropbox.com/s/f2bhj7fv7aa001n/Business%20Plan%20Samples.pdf A savvy business plan writer and financial analyst, Faisal have a varied background and experience in working with many small to large scale companies, including those that were soliciting more than $250 million start-up capital from potential investors. Business planning of Hyatt Place franchise (about $32 million project), Aloft Hotel franchise (about $39 million project), Master Planned Residential Community (about $250 million project), and Basketball Event Organizer (about $300 million project) are to name just a few successfully completed business planning projects. References will be provided upon request. At the beginning of 2012, Faisal combined his business acumen and vast experience and founded his own business plan writing firm, Aceplans. Being a business plan writer and project manager at Aceplans, he has worked with over 100 start-up companies. Most of them were from the US, Canada and Australia, and helped them in preparing business plans, business strategies, operational plans, marketing strategies, and financial projections. Faisal has been honored by the University of the Punjab as a distinguished alumnus in 2007. He has a Bachelor of Commerce degree, majoring in Financial Accounting, Cost Accounting, Business, Economics, and IT. I am looking forward to meeting you and discussing your startup business idea and needs. So what are you waiting for? Contact me today and let's start working on your business plan right away!  less

    business-plans strategic-planning business-intelligence marketing-strategy presentations accounting financial-analysis market-research venture-capital-consulting fundraising 00 more less
    • $50.00 HOURLY RATE
    • 4.9
    • 1737 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 21 PORTFOLIO ITEMS
    • 18 TESTS
    GROUPS:
  • CPA, Australia - Accountant,Bookkeeper MYOB,QuickBooks - Aus/India

    Over the last 14 years I have been working on various facets of finance and accounting,especially for Australian clients. My core competancy lies in bookkeeping,accounting, tax preparation and financial management. I am seeking opportunities to provide excellent service … more

    Over the last 14 years I have been working on various facets of finance and accounting,especially for Australian clients. My core competancy lies in bookkeeping,accounting, tax preparation and financial management. I am seeking opportunities to provide excellent service in all aspects of accounting and business services I have also worked on several accounting software for years, especially have about more than 10 years experience using MYOB.  less

    microsoft-excel accounting bookkeeping intuit-quickbooks myob-administration saasu microsoft-dynamics xero zoho-crm wave-accounting 00 more less
    • $18.00 HOURLY RATE
    • 4.5
    • 4230 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 1 TEST
  • Degreed Accountant/Business Manager

    I am an experienced U.S. degreed accounting professional and CPA candidate with over ten years in corporate and small business accounting and management. I offer intelligent business support, and excellent problem solving and leadership skills. Successful oDesk virtual accounting … more

    I am an experienced U.S. degreed accounting professional and CPA candidate with over ten years in corporate and small business accounting and management. I offer intelligent business support, and excellent problem solving and leadership skills. Successful oDesk virtual accounting, bookkeeping, and business support experience. I have QuickBooks, QuickBooks Online, Peachtree, and Mas 90 accounting software experience. QuickBooks Online conversion experience, Microsoft Office with Excel reporting and analysis. Best results obtained by using best practices, current Generally Accepted Accounting Principles (GAAP), International Financial Reporting Standards (IFRS), and U.S. tax knowledge.  less

    financial-accounting bookkeeping intuit-quickbooks peachtree-accounting bank-reconciliation microsoft-excel accounts-payable-management accounts-receivable-management 00 more less
    • $27.78 HOURLY RATE
    • 4.7
    • 3294 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 6 TESTS
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