Microsoft Excel Intuit QuickBooks Microsoft Word Microsoft PowerPoint Microsoft Office Microsoft Outlook Oracle BRM
I have a B.S. in Accounting and I am looking to utilize my skills on the financial side of a business/company. I have an excellent understanding of Microsoft Excel, Word and PowerPoint, as well as accounting software such as Oracle, QuickBooks, and Creative Solutions.
Over the last few years I have gained valuable experience in auditing through an internship with a mid-sized CPA firm, as well as a strong knowledge of Accounts Payable systems from my time at Amerlux Lighting Solutions. Currently I am working at a law firm, but I am looking to get back into the finance side of business.
I am a financial advisor, experienced money manager and business consultant. I have created and/or been involved with numerous financial plans and business plans during my tenure at several wealth management and investment banking firms. I can help clients with all things finance related.
Hey, I'm Austin. I studied economics at Columbia University. I have a strong background in finance, managing portfolios for a hedge fund and with a company currently as an investment manager, with a lot of experience in between. For two years, I worked as the CFO to a start-up, which is still currently operational. I know I can perform any and all CFO duties your operation calls for, within a given time frame. A few examples of my capabilities that I can provide for your business are financial modeling, projections, pitch deck preparation, and financial reporting. I pride myself on being very straight-forward and competent about my...
I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with over 8 years experience helping clients. I provide full service wealth management including tax preparation, tax planning, financial planning, and investment management services.
If you’re having troubles managing your money and need someone to help you organize, budget and get everything in control I’m the one to call. I also am able to help you plan and budget things out to become debt free. I can help you build new credit as well.
Our GOAL is simple, "Help individuals, families, and business owners to become successful in life and wealth management." We take a comprehensive look at your financial situation, and then help you make smart financial decisions to KEEP more of your money, GROW and ENJOY your wealth and PROTECT your family and business income. Ours Services Individual Services: Personal Financial Planning, Retirement Planning, Wealth Management, Education Funding, Investment Strategies, Individual Tax Planning, Individual Tax Preparation Business & Non-Profit Services: Bookkeeping, Business Management, Small Business Consulting, Non-Profit...
Certified Financial Planner Estate Planning Trusts Estates and Wills Compensation Investment Research Personal Budgeting
I am a committed professional, dedicated to helping individuals and business align their assets and cash flow to meeting their most important goals.
I enjoy working with investments, complex estate planning issues, retirement planning and distribution strategies, risk management planning, executive compensation strategies and employee retention strategies
Fundraising: Strategic partner to CFO and CEO, providing executive level financial guidance and support which led to a successful funding of $40M Financial Strategy: Handled multi-million dollar budgets, developing models and predicting both operational & financial performance, as well as working capital and cash management Business Partner: Created strong relationship throughout organizations including those with the CEO, CFO, C-suite executives and Peers in both startup & public-company environment. Performance Management: Developed KPI's to effectively manage the overall business as well as Finance's internal operations....
I great at math. I got all A’s throughout highschool and college . Math is my specialty. If you need help with budgeting your money spending habits, then I am your guy for the job. No more worrying about money because you saved money month after month. It all ocumulates over time. And it will be all thanks to me. No more stress!
I am a Certified Financial Planner and I have multiple years of experience in the financial services industry. I want to help individuals with their personal financial planning needs, primarily budgeting, cash flow planning, and personal financial statements. I am proficient in all Microsoft products, including Excel and Word.
As a Certified Financial Planner and an IRS Enrolled Agent, I specialize in providing individual and business tax planning and preparation, bookkeeping and payroll services, accounting system setup and Controller services in the NYC Area. I will work to improve your workflow and compliance needs, most of the works can be done remotely so you will save time, and concentrate on what is important to you, Your business.
Financial Management Financial Accounting Organizational Development Customer Retention Customer Service Sales Sales Operations Sales Management Business Coaching Business Consulting
Erika Hernandez has more than 10 years of experience in Accounting and Finance. Managed over 40 million in client assets and helping achieve client financial goals. The service I provide is fine tuned to the client's needs. My education background is in Accounting b.a with minor in small business practice. I am fluent in Spanish and proficient with Microsoft Office.
David Kaplan has a passion for the capital markets and has over 20 years of investing and trading experience. He has also worked with and advised high net worth individuals from all parts of the world. Mr. Kaplan started his career and spent 7 years in the Institutional Equity Division at Morgan Stanley's Global Headquarters. During the last 4 of his 7 years, he was on a two person US team ranked #1 by the prestigious Institutional Investor Poll rankings. Following Morgan Stanley, Mr. Kaplan worked at UBS and several boutique Buy-side and Sell-side firms in an institutional capacity focusing on small cap, special situations, and...
Cameron Millstone works with The Financial Group, a financial advisory firm specializing in succession, estate, and investment planning for small business owners and corporate executives. Cameron guides families along the path to comfortable retirement, helping families towards reaching their financial independence goals and stay there. Hard-working, and detail-oriented, Cameron is able to solve difficult estate tax problems, as well as provide exceptional generational wealth planning capabilities. Cameron and his team are committed to understanding your situation and customizing a comprehensive financial plan to solve each and every...
Start-up leader with extensive experience across finance, strategy and business development. Proven success in generating innovation and results with early-stage companies and more established organizations. Strategic thinker able to create insightful financial reporting and budget forecasting throughout a company’s lifecycle; connects financial details with big-picture business goals, identifying performance metrics that drive growth and fiscal stability. Key Skills: • Financial Modeling and Analysis • Budgeting and Forecasting • Strategy Development • Operational Execution • Project Management • KPI & Data-Driven...
Financial Management Financial Forecasting Financial Modeling Business Planning Investment Research Business Consulting Business Coaching
I am a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). I am new to Upwork but have been helping clients in the areas of personal finance, investing, business planning, and all things entrepreneurship for over a decade.
I am the Founder and Senior Wealth Strategist of an independent financial planning and investment advisory firm. I particularly enjoy working on business strategy and how to use entrepreneurship/business as a catalyst for change.
Whether you have a big dream for what your company can become or you simply want to improve your personal financial situation I can help.
Highly analytical and versatile professional offering extensive experience as a CPA, CFO and financial consultant in the healthcare institutional arena, entertainment industry and as a mentor to various startup businesses. He has leveraged his more than 30 years of expertise to produce measurable and quantifiable results in the areas of: • Investment Policies • Debt Restructuring • Managed Care • Revenue Cycle Management • Strategic Financial Planning • Fund Development • Mentoring (CFOs and Controllers) • Mergers, Acquisitions and Restructuring • Feasibility Studies • Business Plan Development • Cash Flow...
Asset Management Insurance Consulting Investment Research
Brandon Dixon-James is a Certified Financial Planner Practitioner (TM). He has been in the financial services industry since 2004. His career path at various companies has allowed him to gain valuable insight from some of the industries leading firms. His life experiences allow him to identify with a variety of people in different walks of life, often using that as an encouragement to others to pursue their dream regardless of their circumstance. His training and professional experience have led him to understand that managing wealth or "lack of" is psychological. He brings a combination of personal and professional experience to...
I am a CERTIFIED FINANCIAL PLANNER™ serving clients in the Southern California area. I worked at a successful startup financial planning company called LearnVest. We lead the charge in “FinTech” and provided efficient planning at a low cost for our clients. I had the opportunity to work with clients across the country in all sorts of different financial and life situations. I managed a book of over 200 clients from kids in college, to newlyweds, clients with large amounts of student loan and credit card debt, and individuals who were making more money than they could handle. Fast forward to today and the desire to do freelance...
Financial Planning Portfolio Management Business Consulting
Since 1996, I have helped clients invest, protect, and transfer their wealth in a tax-friendly way. By working with your tax & legal advisors, your investment committee, or your board of directors, we can coordinate our advice to help protect your interests. Our goal is to help provide clarity on what needs to be done and how it should be done in order to protect the your organization, your employees, your family, and your wealth.
Hi, I’m James. And I’m the founder of Root Financial Partners. When I was younger, I was confused about money and felt ill-equipped to one day manage it on my own. After spending years studying finance and working in the financial services industry, I now know that I wasn’t the only one that felt this way. You too may feel a lack of control over your finances. And when you lack control over your finances you tend to feel like your future goals are out of reach. That’s why we developed a framework that helps you get organized, create a plan, and take ownership of your financial future. We walk you through this process and then...
I specialize in prenuptial, divorce asset analysis and post - divorce financial planning & consultation. I work with individuals, couples, their legal teams, moderators and family courts when dividing marital assets, facing post marital financial responsibilities and tax consequences. My services include lifestyle (forensic) asset analysis.
I have obtained Series 7 & 66, Health & Life, Annuities licenses and have over 23 years of experience in wealth and Investment management, banking and legal industries.
I fluently speak English, Georgian and Russian languages and have studied Hungarian, French and Italian languages.
Financial Management Financial Analysis Microsoft Excel Microsoft Word CRM TeamViewer Quick Books Online Financial Writing Financial Risk Financial Presentations
Analytical and goal-oriented Alumni from the University of Central Florida crafted in Finance with credit analyst experience, investing skills, and business problem-solving solutions. Some of my professional skills include but are not limited to the following; -Building three statement financial models integrated Profit and Loss, Cash Flow and Balance Sheet -Business Valuation using DCF, IRR, & EBITDA -Developing forecasting models, sensitivity analysis and "what if" analysis -Data Analysis -Automation of Excel based reports -Microsoft Excel -Economic Analysis -Investment markets; Options, Futures, Forex, Stock & more Hire me today!...
Financial Management Financial Analysis Accounting Microsoft Excel Financial Modeling Budgeting & Forecasting Microsoft PowerPoint Cash Flow Software SaaS Financial Presentations
To Whom It May Concern, I consider myself a student of business and the markets. My passion is telling a story of a business through numbers. My hobby is analyzing and investing in companies, my profession is business financial planning. Do you need someone to crank out a financial model in Excel? I'm your man. Do you need someone to help set up a business plan? To write a strategic plan based on your target market and the economics behind it? That would be me. With the right financial planning, the business can make impactful decisions that will benefit all stakeholders in the long term. That's the end goal, to ensure the business is...
Microsoft Excel Strategic Planning Customer Support Financial Planning
My name is Anthony. I provide simple financial planning for those who seek to fulfill various financial needs. If your goal is to save for a vacation, make a big purchase or even pay off debts, I provide easy to use financial plans tailored not only to your budget but as well as your lifestyle.