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Hire the best eMoney Advisor emX specialists

Check out eMoney Advisor emX specialists with the skills you need for your next job.
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  2. Finance & Accounting Talent
  3. Financial Planners
  4. (Current) eMoney Advisor emX Specialists
  • $90 hourly

    • 4.9/5
    • (40 jobs)
    As a seasoned Smartsheet Data Analysis Specialist, I am dedicated to helping businesses leverage the power of data to make informed decisions and drive growth. With extensive experience in working with Smartsheet, I possess the expertise to unlock the full potential of this powerful platform and deliver actionable insights. In today's data-driven world, it is crucial for businesses to efficiently collect, analyze, and visualize their data to stay ahead of the competition. That's where I come in. With my strong background in data analysis and proficiency in Smartsheet, I can assist you in streamlining your workflows, improving collaboration, and optimizing your business processes. My expertise spans a wide range of Smartsheet functionalities, including advanced formulas, data validation, conditional formatting, automated workflows, and integration with other popular tools. I am well-versed in creating custom templates, optimizing data structures, and implementing best practices to ensure data integrity and accuracy. About Me: ● Possess a unique combination of financial planning, data analysis, and data visualization work experience ● Successfully collaborated with diverse clients across various industries, including marketing, finance, project management, and operations. If you are seeking a Smartsheet Data Analysis Specialist who can transform your data into actionable insights and drive organizational success, look no further. I am ready to leverage my skills and experience to empower your business with data-driven decision-making. Let's embark on a fruitful collaboration and unlock the true potential of Smartsheet together. Contact me today to discuss your project requirements and take the first step towards data-driven excellence!
    vsuc_fltilesrefresh_TrophyIcon eMoney Advisor emX
    Microsoft Excel
    Tableau
    Data Analysis
    Microsoft Dynamics 365
    Smartsheet
    Salesforce
    Data Visualization
    Intuit QuickBooks
  • $100 hourly

    • 5.0/5
    • (159 jobs)
    100% Rated with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 4 years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.
    vsuc_fltilesrefresh_TrophyIcon eMoney Advisor emX
    Investment Research
    Copy Editing
    Network Planning
    Finance & Accounting
    Writing
    Blog Writing
    Financial Writing
  • $150 hourly

    • 4.6/5
    • (877 jobs)
    *Top 0.1% Expert-Vetted by Upwork* Fundraising Expert | $20 Million Raised Helping businesses secure funding and thrive. Are you seeking funding or growth opportunities for your business? You have come to the right place. Why Choose Me? • Top 1% Expert-Vetted by Upwork • $20 million raised for various projects, including grants • Specialized in fundraising consulting, marketing, and Web 3.0 services Notable Successes: • Yumerium Token Sale: Secured an impressive $3 million • Omnitude: Achieved a sold-out pre-sale • Gather Online: Raised over £538,000 (initial goal £245,000) • HandyCase: Successfully raised more than $305,000 (initial goal $100,000) Qualifications: • Certified in Financial Markets by Yale University • Inbound certified by HubSpot • Executive MBA in Marketing • Bachelor of Science in Statistics • University of Cambridge: Certificate of Proficiency in English (CPE) What I Offer: • Fundraising consulting • Crowdfunding services (Kickstarter, Indiegogo, GoFundMe, Equity, etc.) • Grant proposal writing and expertise • White papers and pitch deck creation • Business plans and market research • Content services: article writing, press releases, web content. Industry Engagement: Supporter of the: • Wall Street Blockchain Alliance • Crowdfunding Professional Association • Grant Professionals Association Experience: With a background in multinational companies like JWT, Johnson & Johnson, and ICAP Group, I bring a wealth of experience to your projects. Let’s unlock the potential of your business together. Contact me today.
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    Grant Application
    Grant
    Crowdfunding Consultation
    Startup Consulting
    Crowdfunding Campaign
    Web3
    Marketing Consulting
    Social Media Content Creation
    Business Consulting
    Blockchain
    Kickstarter Marketing
    Fundraising
    Crowdfunding
    FinTech
    Marketing Strategy
  • $100 hourly

    • 5.0/5
    • (15 jobs)
    My eMoney expertise comes from a wealth of experience adding value to high-net-worth oriented RIA practices through efficient, high-quality financial plan modeling. Top-performing financial planning practices have hired me to develop and manage their eMoney programs, conduct financial modeling, train staff on implementation, and work closely with their principal advisers to develop prudent analysis and recommendations for their clients. I focus on working diligently to equip you to better help your clients make more informed and well-founded financial decisions that are critical at every stage of their life. As an experienced CERTIFIED FINANCIAL PLANNER(tm) professional, I understand the complexities of personal (and behavioral) finance, and my industry experience makes me uniquely qualified to provide a compliant service to your financial planning practice. I look forward to providing support to you and your team!
    vsuc_fltilesrefresh_TrophyIcon eMoney Advisor emX
    Financial Planning
    Financial Analysis
    Insurance Policy Analysis
    Certified Financial Planner
    Financial Writing
    Regulatory Compliance
    Financial Modeling
    Data Entry
    Compliance
  • $50 hourly

    • 4.7/5
    • (30 jobs)
    Greetings! You are in the right place… I come with years of experience in business plan writing and consultancy. I have worked with multiple businesses from around the world by writing Startups, investor-ready, and loan or grant-winning business plans. I am committed to providing you investor ready and comprehensive business plans to help grow your business. With me, there is no chance for regret! I am ready to help you achieve your aims with my great business plan writing skills. My complete business plan will include: Executive Summary (Objective, Opportunity, Solution, Growth, Key Factors) Mission Statement Keys to Success Goals and Objectives Company Summary Products Services Market Analysis Summary (Industrial Analysis, Market Needs, Trends and Challenges, Target Market) Competitive Analysis Strategy and Implementation Summary Marketing Plan SWOT Analysis The Financial Plan Package Content includes: 5-year Sales forecasts 5-year Income statement projections 5-year Balance sheet 5-year Cash flow statement Break Even Analysis Charts Regards.
    vsuc_fltilesrefresh_TrophyIcon eMoney Advisor emX
    Financial Plan
    SAP Business Planning & Consolidation
    Business Plan Writing
    Grant Proposal
    Financial Model
    Immigration Business Plan
    Personal Business Plan
    Financial Consulting
    Financial Analysis
    Grant Writing
    Financial Modeling
    Market Research
    Business Plan
    Financial Planning
    Business Planning & Strategy
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