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Clients rate Finance professionals
Rating is 4.8 out of 5.
4.8/5
based on 4,378 client reviews
Jeff K.
$200/hr
  • Trophy Icon Finance
  • Anti-Money Laundering
  • FinTech Consulting
  • Compliance
  • Finance & Accounting
  • Compliance Consultation
  • Internal Control
  • Cryptocurrency
  • Consultant
  • Bitcoin
  • Regulatory Intelligence
  • Blockchain
  • Regulatory Compliance

Hi, I'm Jeff and I am an experienced BSA/AML compliance consultant who most recently served as Chief Compliance Officer at bitFlyer USA, where I led the Legal, Regulatory Affairs, Compliance, and Risk departments. I've built multiple AML programs from the ground up, and have worked in almost every area of payments compliance for various cutting edge financial services including Google and Coinbase. I am currently available for short to medium term consulting work for money transmitters and/or money services businesses. If you are looking for a BSA compliance officer/MLRO/CCO, I can fill that role as well, please contact me for specific...

Mark H.
$200/hr
  • Trophy Icon Finance
  • Analytics
  • ETL
  • Microsoft Power BI Development
  • Transact-SQL
  • Microsoft Power BI Data Visualization
  • Marketing Data Analytics
  • Data Analysis
  • Data Analysis Expressions
  • Finance & Accounting
  • Power Query
  • Data Modeling
  • Data Visualization
  • Microsoft Excel
  • Microsoft Excel PowerPivot
  • Microsoft Power BI

Power BI Developer with over five years of experience using the latest Power BI technology to build enhanced dashboards. Almost 10 years of experience using advanced techniques in Excel to analyze data and build reports. Mark is passionate about data and building aesthetically pleasing and high quality Power BI reports/dashboards. His background in business and finance allows him to quickly learn a business model and understand what makes it succeed. Mark loves to help businesses view their data in a different light, unlock important insights, and drive successful decisions. smootherconsulting.com

Karim V.
$250/hr
  • Trophy Icon Finance
  • Python
  • Quantitative Finance
  • Marketing Data Analytics
  • MetaTrader 4
  • NinjaTrader
  • Excel VBA
  • TradeStation
  • Machine Learning
  • API
  • Scripting
  • Bitcoin
  • Financial Services
  • Statistics
  • Automation
  • Finance & Accounting

I have 12 years of experience in the financial industry and I've been on both sides of the fence as a retail trader and as a professional. I have a quantitative and research background. I've worked on projects to search for and optimize trades, build algorithms for trade execution, and backtesters to put context around trade ideas. TECHNOLOGIES: Python, R, C#, Excel, VBA, EasyLanguage, thinkScript, RESTful PLATFORMS: Interactive Brokers, TradeStation, Metatrader, NinjaTrader, Trading Technologies, TD Ameritrade Thinkorswim, QuantConnect RECENT PROJECTS: -My last consulting project was to research and backtest an equity trading idea for a...

Jennifer D.
$65/hr
  • Trophy Icon Finance
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Bookkeeping
  • Bank Reconciliation
  • Event Planning
  • VLOOKUP
  • Scheduling
  • Project Management
  • Error Detection
  • Internet Research
  • Finance & Accounting
  • Data Analysis

I have been a freelance business owner for the majority of the last 15 years. My background is in management and a wide range of administrative duties for over 25 years. I am extremely proficient with basic and advanced functions in MS Excel, Powerpoint and Word. I have experience teaching basic classes for Word and PowerPoint and basic and intermediate classes for Excel. I am also very familiar with internet research and applications. I have 15 years of Executive Assistant experience with majority of that experience with VP level or higher. 5 years of Project Management experience. 10 years' experience bookkeeping with extensive...

Dwight C.
$70/hr
  • Trophy Icon Finance
  • Copywriting
  • Financial Writing
  • Editor
  • Business Editing
  • Project Risk Management
  • Business Writing
  • SEO Writing
  • Researcher
  • Finance & Accounting
  • Asset Management
  • Content Writing
  • Capital Markets
  • Online Writing
  • Investment Banking
  • Blog Content

Journalist and editor with over 30 years of experience writing and editing sophisticated financial, economic and business articles for leading magazines, newspapers and web sites in the U.S., London and Hong Kong. Former editor of Risk magazine, editor-in-chief of Worth magazine, and finance columnist for The Wall Street Journal, The New York Times and others. Specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.

Johnathan M.
$55/hr
  • Trophy Icon Finance
  • Copy Editing
  • Investor Overview
  • Christian Theology
  • SEO Writing
  • Editor
  • Financial Writing
  • Blog Writing
  • Article Writing
  • Book Writing
  • Blog Content
  • Writing
  • Business Writing
  • Forex Trading
  • Creative Writing
  • Ebook

My two primary areas of expertise are, oddly enough, finance and investing (specifically, forex and commodity trading) and religion/spirituality/meditation. I taught Zen meditation for a number of years, and have an extensive background in Christian (esp. Catholic) mysticism. I've been doing freelance writing - primarily on finance, small business, and investing - for over 20 years. I've ghostwritten several books, including complete guides to forex trading, spiritual autobiographies, and a book on cosmetic dentistry. I've also done a lot of editing and proofreading work (the Corporate Finance Institute hired me to edit over 2,000...

Matthew L.
$100/hr
  • Trophy Icon Finance
  • Investment Research
  • Financial Forecasting
  • Network Planning
  • Writing
  • Financial Writing
  • Blog Writing
  • Finance & Accounting
  • Financial Services
  • Copy Editing

10+ years experience in financial planning, investment advising, and portfolio management. Also have experience in branch management, having worked for a start up firm for 6 years from the ground up. I spent years writing weekly financial commentary, presenting quarterly market recaps, designing and maintaining model portfolios. Extensive experience with stocks, bonds, mutual funds, ETFs, and alternative investments. Currently, I work with a team for financial modeling, but I will be your main point of contact and consultant for any projects along this line of work. Great with problem solving, innovative solutions, and getting the job...

Vincent C.
$100/hr
  • Trophy Icon Finance
  • C++
  • Python
  • Forex Trading
  • Node.js
  • Cryptocurrency
  • Finance & Accounting
  • Web Scraper
  • Flask
  • C#

I have a dual profency in trading and programming. Indeed, I graduated from a business school with a MS in Financial Markets and also developed my programming skills on a trading floor in Paris. 7 years of experience in trading automation. I also publish courses on Udemy dealing with programming/finance (12 000 students). --|-- Areas covered by my projects so far --|-- • Interactive Brokers API • Crypto Exchange APIs (Bittrex, Bitfinex, Gdax, Binance, Bybit, FTX, Huobi, HitBTC, Dobi, Bitmex, Exrates, GateIO, LiveCoin, Kraken, RightBTC, Hotbit, Exmo, Poloniex, Gemini, Coinbene, Yobit, Liquid, Cryptopia, Mercatox, Bleutrade,...) •...

Hendriyono R.
$25/hr
  • Trophy Icon Finance
  • Quantitative Finance
  • Quantitative Analysis
  • Data Cleansing
  • Data Collection
  • Data Curation
  • Consultant
  • Python
  • Excel VBA
  • Financial Risk
  • Accounting
  • Researcher
  • Finance & Accounting

I am Master in Finance graduate from London Business School, UK and obtained Bachelor Degree in Engineering from Sepuluh Nopember Institute of Technology, Indonesia. I have more than 10 years of working experience in the financial services Industry. My GRE Quant score is a perfect 170/170. I consider myself to have an expertise in quantitative analysis, investment analysis, finance, and data science.

Reynold K.
$78/hr
  • Trophy Icon Finance
  • Marketing Strategy
  • Social Media Marketing
  • Facebook Marketing
  • Google Analytics
  • Google Ads
  • Product Development
  • Product Management
  • Landing Page
  • B2B Marketing
  • Digital Marketing
  • Startup Company
  • Google Search
  • A/B Testing
  • TikTok Marketing
  • Snapchat Marketing

🔥 TOP RATED FREELANCER 🔥 Currently managing more than $210k/month. Hey guys, I'm a former startup product manager turned digital marketer. I worked on that side of the startup side for about 10 years managing website & mobile platforms to drive & maximize conversions. I launched my own e-commerce site, which was very successful and sold that. Since then I’ve been working with startups and ecomm stores to scale. I specialize in working with e-commerce stores w/ annual revenue of over $100k and B2B/B2C startups in the tech space. I focus on FULL FUNNEL MARKETING from traffic through to email/SMS marketing. - TOP OF FUNNEL -...

Virinchi D.
$350/hr
  • Trophy Icon Finance
  • Sales Operations
  • Sales Development
  • Sales Strategy
  • Sales Leadership
  • Sales Optimization
  • Team Building
  • Executive Coaching
  • Revenue Management
  • Startup Consulting
  • Lean Startup

Revenue Operations Leader, with a technical edge, who is passionate about TRANSFORMING organizations to meet the CHALLENGES of today's rapidly changing business climate. I enjoy turnaround opportunities especially ones that deal with driving massive efficiencies into a failing business to help it exceed its goals. SUMMARY OF QUALIFICATIONS 25 years of highly competitive sales/sales operations in Southwestern and Northeastern US 19 years of sales management experience with specialization in building enterprise sales teams 10 years of startup experience with 3 technology providers (1 was sold) 10 years of turnaround experience specializing...

Dmitriy P.
$60/hr
  • Trophy Icon Finance
  • Due Diligence
  • ISO 9001
  • ISO 27001
  • GDPR
  • IT Compliance Audit
  • Anti-Money Laundering
  • Policy Writing
  • PCI
  • Information Security Audit
  • Internal Control

I am a Certified Compliance and Ethics Professional - International (provided by SCCE). I have an Advanced Diploma in Accounting and Business (provided by ACCA). I am ACCA certified. I have 13 years of experience in Compliance, Internal Audit, and Risk Management in Fortune 500 companies in diverse industries (Information Technology, Financial Services, Pharmaceuticals, FMCG, Telecom, and others). I am an experienced professional with a proven track record of delivering profitability, sustainable business growth, operational optimization, and driving innovation. My areas of focus: 1. FCPA, UKBA Compliance. 2. AML/CTF. 3. KYC (Due...

Barbara C.
$150/hr
  • Trophy Icon Finance
  • Business Writing
  • Financial Analysis
  • Management Consulting
  • Competitive Analysis
  • Report Writing
  • Corporate Finance
  • SEO Writing
  • Content Writing
  • Content Editing
  • Business Writing
  • Finance & Accounting
  • Financial Writing
  • Marketing
  • Copywriting
  • Critical Thinking Skills

The intersection of writing, business, finance, marketing, analytics, and technology is an exciting place. That’s where I can help companies achieve their goals. I provide financial, management consulting, and writing services. My offerings include: 1) analyzing financial information 2) visualizations / graphics 3) management consulting projects 4) Internet research to provide statistics, facts, financial information, methods, industry, market, company, and competitor research 5) writing and editing content ($150 per hour) Writing and presentation types include: - business reports - blog articles - other articles...

Nathan B.
$80/hr
  • Trophy Icon Finance
  • Financial Planning
  • Real Estate Investment Assistance
  • Investment Research
  • Financial Modeling
  • Financial Analysis
  • Financial Forecasting
  • Personal Budgeting
  • Certified Financial Planner
  • Finance & Accounting
  • Investment Strategy
  • Investment Research

I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.

Peter N.
$20/hr
  • Trophy Icon Finance
  • Article Writing
  • Copywriting
  • Ghostwriting
  • SEO Writing
  • Blog Writing
  • Lifestyle & Travel
  • Content Writing
  • Travel
  • Financial Services
  • Article
  • Finance & Accounting
  • Entrepreneurship
  • Business Writing
  • Cryptocurrency

A Content Certified Marketer (Hubspot Academy), and a skilled writer who produces SEO friendly, and well-researched articles and blog content. I write educative content that's compelling, error-free, and unplagiarized and will drive traffic to your site and generate leads. I'm a skilled wordsmith who'll captivate your readers and improve your site's click-through rates. Although I'm an expert in banking practice and a skilled trainer in the realm of entrepreneurship and business, I'm versatile and can write on a wide range of topics. I've managed business clients as a Business Relationship Manager in various commercial banks. I've...

Michael S.
$80/hr
  • Trophy Icon Finance
  • Strategic Plan
  • Venture Capital Consulting
  • Business Plan
  • Business Development
  • Startup Consulting
  • Business Coaching
  • Sales Management
  • Business Continuity Plan
  • Fundraising
  • PitchBooks
  • Management Consulting
  • Corporate Strategy
  • Forecasting
  • Valuation

Startups & Early Stage companies can find investors if they have a compelling opportunity, are operationally ready, and have a strong team with ability to execute. The intersection of these are of tantamount importance to investors. Founders need to understand the equation to find, engage, and pitch investors. As well-known Venture Capitalist Marc Andreesen once said, "The difference between a vision and a hallucination is others will see your vision". If you're preparing to hit the street to find investors, you need to be ready, period. If your investor-facing materials aren't "spot on", there's almost never a 2nd chance. Ask the 99%...

Ahmed E.
$30/hr
  • Trophy Icon Finance
  • Investment Research
  • Data Analysis
  • Data Scraping
  • Research Papers
  • Internet Research
  • Arabic to English Translation
  • Researcher
  • Qualitative Research
  • Data Entry

I'm working as a head of Research in one of the the leading financial organization in Egypt. I have more than 14 years of experience in Research and Marketing. I hold a Ph.D degree in Economics/Finance I have good research and analytical skills, I like to deal with figures and numbers and I have extensive experience with Data quality assurance (DQA). I'm also expert in translation from English to Arabic and my translation sounds like they were originally written in Arabic. TESTIMONIALS FROM MY PREVIOUS UPWORK CLIENTS: =============================================== "Ahmed completed a range of tasks for me related to equities. He was...

Kerry D.
$50/hr
  • Trophy Icon Finance
  • Facebook Marketing
  • Google Analytics
  • Google Ads
  • Bing Ads
  • LinkedIn Campaign Manager
  • Google Ad Manager
  • Digital Marketing Strategy
  • Tracking & Analytics
  • Campaign Optimization
  • Digital Marketing
  • Facebook Ads Manager
  • Twitch
  • Amazon PPC

The ability to develop & create any Amazon or Facebook marketing campaign while growing it on a daily basis with clear weekly, monthly, and overall goals to help enhance engagement, increase web traffic and awareness, and improve ROI. Facebook Ads Management & Optimization includes creating, developing, testing, monetizing all your daily Facebook ads, while making 1000% sure, you squeeze every ounce of juicy profits from every ad on Facebook. [Bing & Google Ads Management and Optimization availability] Amazon expertise directly revolves around Amazon Affiliate Program and Campaign Manager. I provide a unique approach to managing affiliate...

Shan H.
$180/hr
  • Trophy Icon Finance
  • Chartered Financial Analyst
  • Fundraising
  • Mergers & Acquisitions
  • Corporate Strategy
  • Corporate Finance
  • Venture Capital Consulting
  • Private Equity
  • Investment Banking
  • Accounting
  • CPA
  • Corporate Finance
  • Financial Planning
  • Financial Analysis
  • Company Valuation

A seasoned corporate finance/accounting professional with ~10 years of experiences across North America and Asia, in ❇️Corporate Finance( Project Finance and Financial Planning & Analysis - FP&A ) ❇️Investment Banking ❇️Private Equity ❇️Venture Capital ❇️Corp. Strategy and Development (M&A, Investments, Operations, Investor Relations) ❇️Accounting and Auditing I have worked with start-ups and multi-billion public global companies. Industries that I worked at include: 🔶Tech (SaaS, health-tech, legal-tech, consumer products, share economy, and more) 🔶Financial Institutions ( Global Top 20 Investment Bank, Big 4 Accounting Firm, Private...

Megan P.
$95/hr
  • Trophy Icon Finance
  • English
  • Public Relations
  • Online Writing
  • Creative Writing
  • Business Writing
  • Article Writing
  • Copy Editing
  • English Proofreading
  • Feature Writing
  • Financial Writing
  • Poetry
  • Press Release Writing
  • Ebook

Consistently ranked in the top 1% of Elance/Upwork providers and skilled in writing and editing everything from news releases to newsletters, websites to articles, and marketing campaigns to speeches, I bring my diverse background of both corporate communications and nonprofit communications together to enliven your ideas and concepts. With a bachelor's degree in Journalism from Northwestern University as well as a master's in English, I have a strong command of AP style, grammar, punctuation, word flow and usage and am very efficient, creative and reliable. My areas of expertise include: nonprofits, financial services, small business,...

Paul C.
$85/hr
  • Trophy Icon Finance
  • Talent Management
  • Talent Sourcing
  • Technical Recruiter
  • Team Building
  • Recruiting
  • Applicant Tracking Systems
  • LinkedIn Recruiting
  • IT Recruiting
  • Internet Recruiting
  • Candidate Sourcing

SKILLS / QUALIFICATIONS SUMMARY • Over nine years of experience in full-cycle recruiting, sales, and leading and contributing to start-up companies. • Since 2011 has contracted in-house at companies including SmartThings, Oracle, Marin Software, Zuora, Nisum Technologies, Wikimedia, Anaplan, Credit Karma, LimeBike, and MyLikes to grow their talent. • Strategic Analytical thinker with strong problem solving skills using innovative and creative sourcing techniques to generate strong pipelines for both technical searches and non-technical searches. • Goal-oriented and hardworking team player: since 2011 successfully recruited over 200 software...

Steve S.
$75/hr
  • Trophy Icon Finance
  • LinkedIn Development
  • Fiction Writing
  • Copywriting
  • Speech Writing
  • Content Writing
  • Sales & Marketing Collateral
  • Creative Writing
  • Interview Preparation
  • Venture Capital Consulting
  • Resume Writing
  • Brand Positioning
  • Blog
  • Voice-Over
  • Finance & Accounting
  • Article Writing

Over twenty years of relevant and award winning writing experience, ranging from marketing decks for hedge funds and private equity vehicles, investor letters, to web content, kids books, and material for stand up comedians. I have published dozens of industry focused articles ranging from scholarly to sarcastic, typically with an intellectual flair and a hint of self deprecating humor. I have written engagement and donor letters and pitches for the Susan G. Komen Foundation, Forge City Works, and Populate Wall Street philanthropic programs, and established a Creative Writing program for incarcerated individuals at a Federal Institution....

Leandro M.
$75/hr
  • Trophy Icon Finance
  • Economic Analysis
  • Blockchain, NFT & Cryptocurrency
  • Corporate Finance
  • Tokenization
  • DeFi
  • Tokenomics
  • Utility Token
  • SEO Writing
  • Economics
  • Researcher
  • Content Writing
  • Decentralized Exchange
  • Initial Coin Offering
  • Data Analysis

Hello all, My name is Leandro. I am tokenomics expert that comes from the field of mainstream economics. As an economist, I have done extensive research on how an incentives mechanism needs to be designed in order to be sustainable. Sustainability is the most important feature of a tokenomics model, and my years of researching how monetary policy unfolds has taught me how to achieve it. I have been working and advising tokenomics projects throughout all the different phases, pre-launch, fund raising, ICOs, private and public sales, and after launch through the development of a project dashboard, that allows me to keep track of the...

Ryan R.
$60/hr
  • Trophy Icon Finance
  • Adobe Photoshop
  • News Writing
  • Essay Writing
  • Content Writing
  • Creative Writing
  • Social Media Marketing
  • Copy Editing
  • Journalism Writing
  • White Paper Writing
  • Medical Writing
  • Financial Writing
  • Editor
  • Proofreading
  • Blog Writing
  • Researcher
  • Medical
  • Article Writing

My name is Ryan Ross, and I am a talented writer with a passion for journalism and cultural criticism. An experienced content writer, SEO writer, editor and proofreader, I hold a Master's in Creative Publishing & Critical Journalism from The New School. My professional expertise (most notably in journalism, Healthcare, Finance, Food & Beverage and Digital Marketing) allows me to write clear, engaging content for a wide variety of audiences. Whether you need someone to create an SEO-friendly article from scratch or want to turn an existing piece of writing into something you'll be excited to present to your audience, I'm confident my unique...

Khurram A.
$80/hr
  • Trophy Icon Finance
  • Salesforce CRM
  • Business Analysis
  • Salesforce Marketing Cloud
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • API Integration
  • Salesforce Lightning

Here is a Salesforce professional who cares about your business. I base my rate on my skills, professionalism, responsibility, and reliability. I will accept new projects only if I believe that I can deliver a solution of the highest quality. You can be sure that I am not here to waste your time and resources! I'm committed to providing Salesforce cloud consulting and CRM implementation services with the best of my expertise. I am a highly skilled Technical and Functional Salesforce professional with 10+ years of experience in Salesforce Implementation and Salesforce Digital Transformation Solutions. I’m Proficient in designing,...

Peter H.
$180/hr
  • Trophy Icon Finance
  • Business Plan
  • Strategic Plan
  • Financial Modeling
  • Business Coaching
  • Business Writing
  • Business Proposal Writing
  • Marketing Strategy
  • Market Research
  • Business Continuity Plan
  • Disaster Recovery Plan
  • Business Valuation
  • Business Planning & Strategy
  • Organizational Design & Effectiveness
  • FinTech Consulting

Based in Lithuania and Malta. 20 years of executive management experience (CEO) and 15 years as senior management consultant, including private equity, M&A, company valuation and acquisitions. Substantial experience in strategic management and strategy implementation, improving business performance for small and medium sized companies, including M&A as well as helping start-ups to launch and get funded. The services I offer: Guiding companies through change, operational improvement (lean methodology), challenging financial situations/ turnaround, mentoring, mergers & acquisitions and succession planning. Assisting start-ups and...

Art I.
$300/hr
  • Trophy Icon Finance
  • Cryptocurrency
  • Copywriting
  • Blockchain
  • Technical Documentation
  • Technical Writing
  • Press Release Writing
  • Initial Coin Offering
  • ICO Marketing
  • IT Consultation
  • Product Strategy
  • Blockchain Architecture
  • Valuation

(Visit iinuma.io) I have written 100+ whitepapers, launched 20+ projects, that have raised more than $100M in capital using my services. I have helped to launch projects totaling more than $8B in combined peak market cap - fully verifiable on Coinmarketcap.com. Even in today's market, projects are still raising millions through token sales. Please see my case study below, where my client raised nearly $5M to start off 2023 with fresh powder. I offer the below services as part of my token sale package: - Whitepaper Writing (Token Sale, IDO, Gitbook, Whitepapers) - Token Economics (valuations, ecosystem viability, token sale, caps,...

$NaN/hr

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