Hire the best Financial Services professionals

Check out Financial Services professionals with the skills you need for your next job.
Clients rate Financial Services professionals
Rating is 4.8 out of 5.
4.8/5
based on 4,378 client reviews
  • $50 hourly
    I have a Bachelor's Degree in Computer Science and MBA with 26+ years experience as an independent recruiter. I specialize in filling hard to fill roles where a job posting isn't effective and a headhunting approach is needed and have placed hundreds of candidates at firms ranging in size from 5 person startups to Fortune 100 multinational firms. I have a LinkedIn Recruiter account with over 700 projects with prescreened candidates grouped by skillset. I have InMailed thousands of candidates over the years and viewed hundreds of thousands of profiles so it's likely I have already vetted candidates for your openings which will save you time and money.
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    Resume Screening
    Sourcing
    LinkedIn Recruiting
    Staffing Needs
    Candidate Evaluation
    Recruiting
    Boolean Search
    IT Recruiting
    Candidate Sourcing
    IT Sourcing
    HR & Business Services
    Finance & Accounting
    Tech & IT
  • $200 hourly
    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 rates.
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    Regulatory Compliance
    Blockchain
    Regulatory Intelligence
    Bitcoin
    Cryptocurrency
    Compliance Consultation
    Finance & Accounting
    Compliance
    FinTech Consulting
    Anti-Money Laundering
    Internal Control
  • $30 hourly
    Hi! I'm Yogesh, a CPA, Certified Cryptocurrency expert, Crypto Accountant, and Crypto Tax Expert. I have 4 years of experience in Crypto Reconciliation, Crypto Accounting, Crypto Capital Gains Reports, Crypto Tax Reports, etc. I can help you with Crypto Accounting and Cryptocurrency Taxation for your Crypto Trades 💻. 💼Services I offer: ✅ Preparation of Crypto Gains/Loss Report. ✅ Preparation of Crypto Tax Report. ✅ Crypto Reconciliation ✅ Crypto Accounting and bookkeeping ✅ Summarisation of Cryptocurrency Purchase and Sales ✅ Crypto Tax Consultancy as per your Country's Tax Laws. ✅ Crypto Transactions Review ✅ Classification of accurate crypto transactions related to Defi, mining, Staking, NFT, etc. ✅ Crypto Reconciliation using crypto tax software. What you'll get when you choose me to work with you: ⭐️ Effective communication. ⭐️ 100% Client Satisfaction. ⭐️ 100% Money Back Guarantee, if not satisfied with the results. ⭐️ Accountant with unlimited Customer support. Always available to discuss your project 😊
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Business Services
    Blog Content
    Finance & Accounting
    DeFi
    International Taxation
    NFT
    US Taxation
    Cryptocurrency
    Blockchain, NFT & Cryptocurrency
    Bookkeeping
    Intuit QuickBooks
    Tax Accounting
    Accounting
    Tax Return
    Tax Preparation
  • $30 hourly
    ❐ ProAdvisor in Quickbooks 🥇 ❐ Top Rated Plus in Upwork 🏆 ❐ Proficient Accountant 📊 In my professional experience (10+ years) tasks in Finance, Accounting and especially in Quickbooks were completed on time and with accuracy. I worked with High Profile clients including some of these US companies: FIC (Chicago), Law Office (Miami), MRTA (New York), Red Knight Solutions (Texas), Blasto, BuildAHead, Hassle Free bnb LTD, Reconnect Real Estate etc. I am proficient in these tasks: Financial Reports (Daily Banking Report, P&L, Forecast Reports), A/R, A/P, Bank Reconciliations, Payrolls, Invoice/Receipts, Billing etc. My goal with all clients is to keep their books "Bullet Proof" on a timely basis, so they have the information they need to make key decisions.
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    Data Entry
    Finance & Accounting
    Accounting Software
    Accounting Basics
    Corporate Finance
    Accounting
    Bookkeeping
    Account Reconciliation
    Bank Reconciliation
    Balance Sheet
    Accounts Payable
    Financial Accounting
    Accounts Receivable
    Intuit QuickBooks
  • $200 hourly
    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 portfolio manager. Once the trade idea was finalized I built the trade execution and integrated it with their desired broker. - I built a C# app for a FX options trading group. They were trading over the counter options which expired at 9am daily and needed to view their expiring inventory easily. The app ran a database query, followed by some data wrangling to display everything to their desired format.
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    Finance & Accounting
    Automation
    Statistics
    Bitcoin
    Scripting
    API
    Machine Learning
    TradeStation
    Excel VBA
    NinjaTrader
    MetaTrader 4
    Marketing Data Analytics
    Quantitative Finance
    Python
  • $28 hourly
    Hi 👋 I'm Sameer Top 3% of Upwork - Top Rated Plus With over five years of experience across the spectrum of email marketing programs, I've helped several brands build detailed and customized customer journeys that convert. From complex projects with hundreds of SKUs to small businesses launching their brand, I know email marketing platforms inside and out to build the perfect email marketing ecosystem. Key highlights a) Klaviyo Product Certified b) Implemented email strategy for 25+ clients c) Generated $100+ Mn revenue with flows and campaigns d) Expertise in a broad set of tools and processes
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    Search Engine Marketing
    Email Marketing
    Social Media Marketing
    Marketing
    Digital Marketing
    Email Deliverability
    Content Writing
    Marketing Automation
  • $60 hourly
    ✅Dynamic CEO, ✅MBA, ✅Master in Finances, ✅Senior Business Developer, ✅KPI Tracker, ✅Dashboard & Google Sheets Pro, ✅Financial Modeling, ✅Valuation Expert. ✅ Venture Capital With a solid background in financial advisory and business strategy, I bring extensive experience guiding businesses worldwide towards success. My expertise lies in crafting precise financial models and comprehensive business plans across various industries. Let me show you how I can accelerate your business growth. Why Me? ▪️ Strategic Business Developer: If your business is ready to scale or needs a breakthrough, I am here to make it happen. As your dedicated business developer, I'll handle the tasks, leaving you with more time to focus on what matters. ▪️ Unlocking Opportunities: With a keen eye for improvement, I excel at identifying untapped potential within organizations. I'll assist in building your dream team, streamlining internal processes, optimizing operations, managing cash flow, and boosting sales and profitability. ▪️ Entrepreneurial Acumen: As a seasoned entrepreneur, I've honed various skills essential for running a successful company. My toolkit includes leadership, communication, problem-solving, critical thinking, business management, sales, financial analysis, and strategic planning. ▪️ Data Insights & Business Modeling: My forte lies in creating customized business models and tools that go beyond mere data entry. I'll help you harness insights from your financials, enabling informed decision-making and accelerated growth. I specialize in providing expert guidance in the following areas: ▪️ Financial Modeling & Analysis ▪️ Startup Consulting & Business Plan ▪️ Annual Budgeting & Forecasting ▪️ KPI Tracking & Dashboard Creation ▪️ Product Costing & Financial Ratios Analysis ▪️ Executive CEO & Corporate Strategy ▪️ Reporting & Forecasting Having achieved top-rated status, I have collaborated with a diverse clientele on impactful projects worldwide: ▪️ Developed a business plan and sales commission system for a thriving Social Media Agency in Miami. ▪️ Assisted a car company in crafting a comprehensive business plan for importing cars from Japan to Mozambique. ▪️ Successfully facilitated the import of Argentine products to the United States, partnering with individuals in Los Angeles. ▪️ Created an innovative ATM Machine rental system model for cryptocurrencies in Chicago. ▪️ Served as a Profit Coach, helping over 120 business owners in Australia enhance their profitability. ▪️ Advised an agricultural lending business in Brisbane on strategic growth and financial management. ▪️ Worked alongside a wealth mentor in Canada to develop tools and spreadsheets for their clients. ▪️ Designed a specialized Crypto Mining & Oil Gas model for a prominent company in El Paso, US. ▪️ Guided a business agency to improve their processes and drive scalable growth. ▪️ Developed a Business Plan for a Health tech company, bringing new revenue streams. ▪️ Currently thriving as a Financial Director in a SaaS Company. If you're ready to take your business to new heights, let's collaborate! Feel free to reach out, and we can discuss how I can tailor my expertise to suit your unique needs. I eagerly look forward to working together!
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    Business Development
    Corporate Strategy
    Budget Management
    Forecasting
    Valuation
    KPI Metric Development
    Dashboard
    Microsoft Excel
    Google Sheets
    Financial Report
    Financial Planning
    Financial Modeling
    Finance
    Business Modeling
    Business Plan
    Finance & Accounting
    Startup Consulting
  • $50 hourly
    I’ve spent the last 7 years perfecting my content marketing skills to help numerous clients bring engaging and converting content to their customers. I’ve written thousands of articles on several subjects, though I’m most passionate about the following: Automotive Personal finance Competitive team shooting sports (airsoft, paintball, airguns, and firearms) Health With over 10 years of automotive industry experience under my belt, it’s official: I love reading and writing about anything automotive-related, from powersports and the latest models to car subscription services and aftermarket accessories. I detailed cars professionally for about 7 years, color sanding, ceramic coating, and deodorizing thousands of vehicles, including Land Rovers, Lamborghinis, Ferraris, and Jaguars. I’ve written for the following automotive-related companies: FINN The Drive WeBuyExotics AutoDeets GearUp2Go EverythingPolarisRanger Autoversed EverythingPolarisRZR SunTec Auto Glass TuningPro YMods TeslaTuneUp American Car Center Threepiece.us As someone who paid her way through college by working 3 jobs at once, personal finance is close to my heart. I am passionate about sharing actionable financial knowledge with readers to help improve their financial standings. I have also ghostwritten for the following personal finance websites: MyMillennialGuide GigsDoneRight WalletGenius Whippio Nationwide Coins Smart.co Here are a few other topics I’m knowledgeable about: Cryptocurrency Blockchain Pets Self-storage Mold restoration Gold mining My top-notch content marketing services are designed to provide you with quality content. You can expect superb customer service, professionalism, and a willingness to go above and beyond from me. I am available via Messages and pride myself on incorporating feedback to improve my services. Here are a few words my past clients have said about me: "Rebecca is an absolute genius. She started off writing articles about paintball and, within a few weeks, was writing about blockchain, metaverse, and web3 for a university. Rebecca is an amazing writer and is highly recommended for creative, technical, and SEO writing." "We hired Rebecca because she could go in-depth to very technical topics and has a real passion in the EV and automotive space as well as great SEO knowledge. She's highly recommended if you're looking for someone who can work without supervision and just gets the job done." "As always, Rebecca did a great job with this draft. This is the 3rd time we've hired her, and we'll likely do so again. Her writing is clean, concise, interesting, and she incorporates feedback very well at every stage. She's definitely a reliable choice for a writer." "Rebecca's writing is high quality--her grammar and syntax are excellent. Her articles are accurate, informative, and easy to read." How can I help you with your content marketing needs? Contact me today!
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    SEO Writing
    Proofreading
    Article Writing
    Developmental Editing
    Editing & Proofreading
    Finance & Accounting
    Content Editing
    Content Creation
    Blog Writing
    Automotive
    Financial Writing
    Business Writing
    Blog Content
  • $90 hourly
    I am an Institutional Investor-ranked, CFA-credentialed financial analyst with 25 years of Wall Street experience. I have written numerous reports on companies spanning various industries and have prepared detailed three-statement projection models for those companies. In addition, I am proficient in creating PowerPoint presentations slides and using the Microsoft suite of applications.
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    Researcher
    Business Writing
    MS Excel
    Microsoft PowerPoint
    Investment Strategy
    Investment Research
    Financial Accounting
    Accounting
    Financial Modelling
    Finance & Accounting
    Financial Writing
    Equity Research
  • $35 hourly
    🏆 TOP-RATED and 100% Job Success 🏆 Specialized Finance Writer and Financial Analyst, with a wide range of expertise. I have more than 3 years of experience successfully working as a freelancer and almost 7 years in finance positions. I've earned the recurring trust of clients of all sizes, including well-known names like Unilever (NYSE: UL), Wise (LSE: WISE, formerly TransferWise), and Investing.com. With a background as an Argentinian Economist, I offer more than six years of relevant experience as a financial analyst, with a focus on Latin American, US, and European financial markets. I've been a member of the Upwork community for over three years, consistently delivering outstanding results in challenging finance-related projects and maintaining a spotless reputation with 100% positive reviews. Furthermore, I hold a master's degree in corporate finance. One of my significant achievements includes successfully brokering a transaction involving 3% of Grupo Clarín's float, a publicly listed Argentinian company on the London Stock Exchange as a GDR/ADR. This operation marked the most substantial public exchange in the stock in the past six years. You can verify this transaction on the LSE official website and third-party data providers like Tradingview. It's also showcased in my Upwork history, where I skillfully negotiated with the company's controlling group and other stakeholders. I've dedicated years to analyzing frontier and emerging markets, serving both firms and high-net-worth individuals seeking opportunities in capital markets. My current base of operations is Buenos Aires, Argentina. In my role as a writer and Spanish proofreader, I take pride in maintaining a perfect track record and earning positive feedback for my work as a content creator for economics and finance websites. My expertise extends to a wide range of topics, and I leverage my research skills and knowledge of SEO optimization to create compelling content. Before this, my career path led me to work as a research analyst in a bank's reporting division. Here, my focus was on financial statements and macroeconomic analysis related to Argentina and Brazil. I also delved into political analysis, recognizing its pivotal role in influencing emerging markets. Specifically, I worked extensively on Latin American, European, and US bonds and equities, with experience in analyzing annual reports, integrated reports, and investor presentations. Identifying undervalued or overvalued assets is a crucial aspect of the decision-making process when allocating funds. Argentina's financial market is small which means there is a lot of space to grow. As a corporate professional in Argentina, I have effectively managed teams of writers, researchers, and analysts in a volatile environment. Dealing with challenges such as high inflation, hyperinflation, devaluation, and constantly changing regulations has enriched my knowledge and experience. With more than six years of experience in developing strategies involving derivatives, bonds, and equities, my work as an analyst in frontier markets has equipped me with the skills to manage multi-asset portfolios. The highly undervalued Argentine Peso (ARS) has incentivized me to engage in freelancing. Consequently, I am here to assist companies with tasks and projects that can be efficiently executed by Argentines or in Argentina. Please feel free to contact me, and let's start collaborating!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Financial Analysis
    Business Writing
    Article
    Copywriting
    Argentinian Spanish Dialect
    Economic Analysis
    Content Writing
    Article Writing
    Capital Markets
    Investment Research
    Market Analysis
    Portfolio Management
    Blog Content
    SEO Writing
    Finance & Accounting
  • $100 hourly
    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,...) • Interactions with DEXs (PancakeSwap, SpookySwap) • Setting up blockchain nodes (Fantom Go Opera, Geth, Avalanche Go, Arbitrum...) • IG Market API, FXCM API • Technical analysis • Market Making • Machine Learning • Visualization tools (GUI, charts) • Data scrapping • Backtesting tools • Signal parsing (from various sources, social networks, brokers, Telegram, Discord...) • RPA (UiPath) --|-- Technology used --|-- • Python 3 (+ Django, Flask, Tkinter for the GUI) • Web3, Solidity • C# (WPF, Winforms) • NodeJS • Java • R • REST / Websocket / FIX protocol • HTML, CSS, Javascript (d3 for charting) • MySQL, PostgreSQL, HDF5 • Docker • Windows Server / Linux (Ubuntu)
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    C#
    Flask
    Web Scraper
    Finance & Accounting
    Cryptocurrency
    Node.js
    Forex Trading
    Python
    C++
  • $100 hourly
    With years of personal and professional trading/investing experience, particularly within the cryptocurrency space, not only can I provide the highest of quality development, but can also act as a trusted source of knowledge to provide feedback and recommendations on strategies and projects alike. Not only is trading, investing and developing my favourite pastime, but it has funded my ambitions to travel globally and work remotely. This has given me a great deal of experience and expertise working and dealing with clients from all around the world, from up and coming individual traders to 10 figure international firms. I can provide customised PineScript indicators and strategies, perfect for backtesting and automating. For a few examples of previous TradingView work I have made public, please check my user profile on the site: u/BlockchainSpecialists
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    Finance & Accounting
    Financial Risk
    Project Risk Management
    Risk Analysis
    Marketing Data Analytics
    Data Analysis
    VBA
    Python
    Bot Development
    Stock Option Agreement
    Cryptocurrency
    Forex Trading
  • $40 hourly
    I am a qualified Chartered Accountant(equivalent to CPA) with more than 10 years of experience in Bookkeeping and accounting. I'm a certified Quickbooks ProAdvisor and Xero Advisor, expert In Data Analysis, Accounting, Financial forecasting in Microsoft Excel, and Google Spreadsheets. Also, I'm an Excel pro.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Microsoft Excel PowerPivot
    Accounts Payable Management
    Financial Analysis
    Finance & Accounting
    Xero
    Data Analysis
    Accounts Receivable Management
    Financial Reporting
    Oracle NetSuite
    Invoicing
    Bookkeeping
    Cash Flow Analysis
    Chart of Accounts
    Financial Variance Analysis
    Microsoft Excel
  • $15 hourly
    I've been working in the customer service industry for over 10 years, during which time I had many different roles. Currently, I work as a SaaS Tech Support and Service professional where I respond to customer inquiries, technical issues, and service requests through email and live chat in a timely and professional manner. Using knowledge base articles, resources, and tools, I troubleshoot and resolve technical issues with the company's software and services. I identify complex technical issues and escalate them when necessary. Additionally, I document customer support requests and interactions in the company's CRM system, provide product training and demonstrations, and collaborate with cross-functional teams to provide comprehensive solutions. I test new software releases and analyze customer feedback to identify areas for improvement. Lastly, I create and update support documentation and meet service level agreements to ensure customer satisfaction. I used to work as a Support Specialist and Marketing Assistant at 2ndAddress Inc. based in San Francisco. My primary responsibilities are responding to Guest and Host inquiries, running background checks on both Guests and Hosts to prevent fraudulent activity on the platform, processing insurance claims when necessary and onboarding new members of our team here at 2ndAddress Inc. I also do general marketing duties such as coming up with creative ways of attracting certain demographics for future company campaigns which will maintain our competitive edge in this ever-evolving market. I spent my time as a Client Services Manager at Siam Legal International working in Thailand in 2017 to 2018. My work includes a breadth of knowledge about different legal topics, from immigration to property law to M&A (mergers and acquisitions) within the hotel industry. In addition, I ran my own business in Manila which covers importation and exportation of goods. In 2012, I worked as an Immigration Specialist at Siam Legal International in Bangkok Thailand. In 2009 to 2012, I worked as an Analyst with JP Morgan Chase where my role was risk operations. Oversaw credit card disputes. Processed and managed online checks, ATM cash deposits. For two years, I was a Technical Support at Microsoft in The Philippines. I used to work as an online banker for H&R Block. When I used to work for HSBC, I oversaw advertising credit card protection, travel, and health insurance. My work with Infringement at eBay has exposed me to many counterfeit items being sold on the Internet. As part of eBay's Infringement Detection Team, I would identify and remove fraudulent listings from the site. As someone who has been working for decades, I've gained the knowledge and skill set necessary to handle my job competitively. Though not always an easy process, every experience shapes who you are today - and this is what sets me apart from others who might just give up without trying; each company offers different challenges that require adaptation skills which can take time to develop. My willingness to learn new things keeps me thrilled and excited when it comes to expanding my abilities. As an avid learner, I'm always up for experiencing new skills and making connections with new friends or colleagues from across the globe! I am looking forward to working with you! Systems used: Salesforce, Onfido, Corelogic, Emailage, D&B for corporate, Google spreadsheets, Slack, Ring Central, Zoho, Trello, Teamviewer, FB Ads Marketing, ASANA, Looker , GITHUB, Discourse and company website. Lead Generation Systems: DnB, Zoominfo, Crunchbase, Owler, Hunter.io, LinkedIn Sales Navigator, Apollo, Mailmeteor and securityheaders.
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    End User Technical Support
    Metadata
    Data Collection
    Spreadsheet Skills
    SQL
    Technical Support
    Data Analysis
    Blog Content
    Property Management
    Sales
    Microsoft Excel
    Customer Service
    Data Cleaning
    Data Entry
    Lead Generation
  • $65 hourly
    With over 10 years of experience as a Project Manager, Product Owner, Scrum Master, and Administrative Professional, I am among the TOP 10% at Upwork as TOP RATED PLUS and 100% Job Success, I can help you achieve your project goals.. 🎖️ RELIABLE 🎖️ ADAPTABLE 🎖️ EXPERIENCED 🎖️ CERTIFIED I am a results driven Program Manager and Technical Project Manager (10+ years) who builds agile Project Management Offices from the ground up, working with multiple business units to prioritize and deliver projects. I help organizations in planning, executing, and delivering complex projects on time and within budget. I have extensive knowledge of project planning, estimation, resource management, risk management, etc. I ensure that projects meet quality standards and adhere to best practices. SAFE 6.0 Certified Program Manager/ Product Owner and Scrum Master. Able to effectively: ✅ Serve as Team lead for all Steering Committee, Executive Committee and Business Stakeholders meetings ✅ Confident and comfortable meeting with executives and cross functional team members ✅ Manage risks and issues and take corrective measurements ✅ Coordinate the projects and their interdependencies ✅ Manage and utilize resources across projects ✅ Manage stakeholders’ communication ✅ Manage and establish detailed project plan and timeline ✅ Understand both agile and waterfall work methods ✅ Align deliverables to the program’s outcome With a proven track record of thriving in ambiguous, fast-paced environments, I’ll work with your team to generate efficiencies by focusing on business process improvement, change governance, and compliance. As a proactive, SAFe 6.0 Certified Product Owner / Product Manager, I can help you with: • Requirement gathering, analysis, and documentation • Preparing User Stories, acceptance criteria • Use Cases, impact analysis, and • Preparing UML diagrams like flowcharts, ERDs, use case diagrams Industries worked includes: Education, Healthcare, Global Logistics, Finance, Property Management, IT Audit & Compliance, Recruiting, and Mental Health Environments / Platforms used: * Atlassian Jira - Confluence - Trello * Salesforce - NetSuite CRM - MS Office - Aha! Roadmaps * Google Suite - Monday - Slack * Flexible and adept at transitioning smoothly through change * Able to manage high volume details accurately * Excellent interpersonal and communication skills With my commitment to quality, specialized knowledge and expertise, I can provide top-notch services that are unmatched anywhere else. Let's work together to ensure the highest standards and best value for your project.
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    Project Objectives
    Secure SDLC
    Scaled Agile Framework
    Decision Making
    Administrative Support
    Tech & IT
    Task Coordination
    Training Presentation
    Employee Training
    Customer Support
    Project Management
    Business with 10-99 Employees
  • $13 hourly
    In working at different industry, it builds my skills to work efficient and effectively. As I work in a Fast-Food Industry it gives me a strength to communicate well with people, work efficient with quality and to work with the team. Then, after I graduated in college. I transfer to work in a bank as a clerk that also gives me an additional experience and skills. As a rural bank with a manual process/system I tent to make myself be organize and efficient in any way to provide good quality of service to the people and to the company. To enhance my knowledge and understanding in financial industry. I apply and have accepted as a financial analyst. This is a new experience for a BPO industry yet in finance. This mold my skills to communicate through emails, chats and calls to other people throughout the world. It gives me a chance to handle a team and manage delivery of reports. It's been 7 years now in finance industry and it mold me so much to what I am now. Below List is my Character at Work: 1. Keen to details. 2. Flexible 3. Easy to Couch on 4. Can communicate well 5. Can work with Minimal Supervision 6. Hard Working Person 7. Loves to work with people 8. Competent 9. Innovative 10. Loves to Learn new things Below are my skills/Service I can offer 1. Organize 2. By lingual 3. Proficient in MS office (Excel, Word and Pdf) 4. Can edit Images and Videos (Canva, Vegas pro and Photoshop) 5. Virtual Assistant 6. Can type efficiently 7. Manage FB Page 8. Create Ads 9. Create Campaigns 10. Manage Emails 11. Can Design T-shirts, Logo, Mug etc. 12. Data Entry 13. SEO (Google) If you want to work with me. Contact me anytime.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Online Chat Support
    Marketing Data Analytics
    Image Editing
    Graphic Design
    Adobe Photoshop
    Finance & Accounting
    Microsoft PowerPoint
    Bookkeeping
    Bank Reconciliation
    Payroll Accounting
    Financial Reporting
    Video Ripping
    Email Support
    Data Entry
    Microsoft Excel
    Microsoft Word
  • $200 hourly
    Services & Specialties ⚡ 1-on-1 Virtual Tutoring. ⚡ Advisory on Software Integration for Power BI Initiatives. ⚡ Data Analysis Expressions (DAX). ⚡ Data Model Optimization & Best Practices. ⚡ Discovery, Gap Analysis, Findings & Recommendations Services. ⚡ Power BI Apps. ⚡ Power BI Dashboard Design and Customized Features. ⚡ Power Query, Dataflows, M Language. ⚡ Power BI Workspace, Security, Governance. BI & Analytics Solution Architect specializing in the Power BI stack. 6+ years of experience using Power BI to build aesthetically pleasing dashboards and advising clients on integration. Mark is passionate about data, design, and building high quality and scalable Power BI solutions. 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. Mark helps different types of clients, including Fortune 100 companies like Microsoft, but has concentrated efforts advising, architecting and designing BI solutions for clients in the following verticals: ⚡ Managed Service Provider (MSP) ⚡ Insurance ⚡ Discrete Manufacturing ⚡ Job Shop Manufacturing smootherconsulting.com
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    Microsoft Excel PowerPivot
    Data Modeling
    Power Query
    Finance & Accounting
    Marketing Data Analytics
    Microsoft Power BI Data Visualization
    Transact-SQL
    Microsoft Power BI Development
    ETL
    Analytics
    Data Analysis
    Microsoft Excel
    Data Analysis Expressions
    Microsoft Power BI
    Data Visualization
  • $95 hourly
    I am a digital transformation consultant & developer with experience of having led multiple projects for Fortune 500 companies. I have worked as a Senior Consultant at a Big 4 firm and been the Project lead for companies in the FMCG and Pharmaceutical industry. On Upwork, I am a top rated plus freelancer which represent 3% of the pool and have been consistently accoladed with awards and 5 rated feedback from various clients. Do you: - Want to transform your business through automation & technology - Want to integrate multiple data sources to build data-analytics for decision making - Want to leverage low-code tools in your organisation for better management reporting - Want to build a custom application for your manual work to have collaboration - Want to portals for your employees, customers, vendors, etc. I can help you with automation, analytics, process optimisation, management reporting and digital transformation. I am a developer & consultant with experience in Big 4 consulting firms whereby transforming businesses and processes through a digital transformation strategy to adopt new technologies and gain competence through cost efficiency & analytical decision making. My Expertise are in the following areas: - Automation through Power Platform - Model Driven App, Canvas App, Dataflows, Power Automate. - Sales transformation through CRM - Salesforce, Microsoft Dynamics CRM, Hubspot, etc. - Finance Transformation -Sales Reporting, Invoice Tracking, Reconciliation Report, Purchase to Procure, Order to Cash, etc. - Integrations - Xero, Quickbooks, Business Central, Oracle, SAP, etc. - Data Analysis and Reporting - Power Bi, Azure Data factory, Airtable, etc. - Process Streamlining and Optimisation using technologies.
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    CRM Automation
    Microsoft Dynamics 365
    Digital Transformation
    Business Applications Development
    Automated Workflow
    Microsoft Power BI
    Node.js
    Amazon Web Services
    ETL Pipeline
    Microsoft PowerApps
    Automation
    Power Query
    Financial Analysis
    Predictive Analytics
    Microsoft Power Automate
  • $20 hourly
    Are you in need of an experienced Anti-Money Laundering (AML) Specialist and regulatory compliance consultant with 11+ years of experience in AML compliance to help your business navigate complex regulations and stay compliant with relevant laws? As a Certified Anti-Money Laundering Specialist (CAMS) with extensive experience in developing and implementing AML, CFT, and KYC policies and procedures, as well as conducting AML independent audits, AML internal auditing, and ensuring regulatory compliance, I offer a diverse and comprehensive range of services to help your organization mitigate risks, maintain regulatory compliance, and protect against fraud and financial crime. In my role as an AML expert, I bring a wealth of knowledge and practical expertise to assist your business in navigating the complexities of anti-money laundering, countering the financing of terrorism, and know-your-customer practices. My specialized skills in AML independent audits and AML internal auditing allow me to objectively assess your organization's compliance framework and identify areas for improvement. By availing my services, you can rest assured that your AML, CFT, and KYC policies and procedures will be in line with the latest regulatory requirements and industry best practices. I am dedicated to supporting your organization in establishing robust controls and processes to prevent financial crimes and safeguard your reputation. Here are some areas where I can assist you: MSB Registration & Compliance Program (FINTRAC) KYC/KYB Onboarding Transaction Monitoring and Sanction Screening Suspicious Activity Reporting Developing and Implementing AML and KYC Policies and Procedures Conducting AML Risk Assessments and Gap Analyses Performing AML Investigations and Due Diligence Checks Designing and Delivering AML and Compliance Training Programs Conducting Compliance Audits and Reviews Providing Regulatory Advice and Guidance Regulatory Compliance Assessment Regulatory Compliance Training AML Audit Support Ongoing Compliance Support I have experience working in the following industries: Banks Financial Institutions Money Services Businesses (MSBs) Cryptocurrency Exchanges Payment Platforms Remittance and Money Transfer Services Regtech (Regulatory Technology) Firms Cross-Border Payment Service Providers Digital Asset Exchanges and Trading Platforms I have experience working in the following jurisdictions: United States (US) United Kingdom (UK) Canada United Arab Emirates (UAE) Saudi Arabia European Union (EU) African Region Asian Region
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Customer Service
    Compliance
    Data Analysis
    Anti-Money Laundering
    Training Presentation
    Risk Assessment
    Business Development
    Compliance Training
    Risk Analysis
    Marketing
  • $45 hourly
    • Healthcare Recruitment (8 years) • Digital Marketing and IT Support (4 years) • Management (7 years) • ACCOUNTS PAYABLE (3 years) • Recruiting (8 years) • Client Retention & Relationship Development (7 Years)
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Customer Support Plugin
    Talent Sourcing
    Labor Relations & Negotiation
    Social Customer Service
    Recruitment
    Corporate & Business Development
    Customer Support
    Customer Engagement
  • $20 hourly
    I can help you with what you need. I bring together my expertise in copywriting, knowledge about the ins and outs of social media, and out-of-the-box thinking to create contents that are not only compelling but also addresses what the business needs are. As an employer branding expert, I have worked on several campaigns on behalf of companies to better understand their employer value proposition and refresh the look and feel of their imagery, including creating a brand book. Thus, contributing to the brand reach and impression by at least 50% on various mediums (e.g., website, social media, email marketing campaigns, etc.) Through my experience in process automation and process streamlining, I have contributed to the cost-saving strategies of companies annually by implementing key strategies to shorten the hiring cycle by 15% and improve analytics to create a diverse talent pipeline in North America, APAC (including AU and NZ), and EMEA regions. I am skilled in Boolean search strings for deep-web research and the use of SEO strategies to improve searchability, resulting in attracting top talent across industries such as finance, outsourcing, FMCG, and recruitment process outsourcing, amongst others. A key contributor to the successful launch of new job board site and strengthening local partnerships with Community Workforce Centers, colleges, and universities to diversify talent sourcing efforts and reduce sourcing cost per application and sourcing cost per hire by at least 20%. Consistently met or exceeded daily, weekly and monthly recruitment goals by identifying, recruiting and securing talent from the regions of North America, APAC (including AU and NZ), and EMEA. I'm looking for a long-term client here in Upwork and I hope that it could be you.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Candidate Sourcing
    Candidate Interviewing
    Microsoft Excel
    Typing
    Staff Recruitment & Management
    Recruiting
    Data Entry
    Social Media Management
    Writing
    Administrative Support
    Content Editing
    Copywriting
  • $85 hourly
    Hello! I have been working in education for several years, as an Instructor, SME, Instructional Designer, Curriculum Developer and Learning Designer. I have a Masters degree in Educational Technology, and a background in design, project management and web development. My subject matter expertise is in the areas of Communication, Business, Education and Digital Technology, but I also work on courses outside of these - for example, I have developed content for social sciences and health & social care. One of my research & development interests is information visualisation. I run a website that curates infographics, data visualisations and animated explainers for teachers to use in their courses (visualistics.co.uk). I also work on informal education projects, for example, companion websites for museum exhibits, and design websites for arts & culture organizations. For more information, please visit chemistrycommunications.com or my LinkedIn profile. (linkedin.com/in/underwoodl).
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    User Experience Design
    Interaction Design
    Web Design
    Educational Technology
    Infographic
    Education
    Curriculum Development
    Writing
    WordPress
    Elearning
    Data Visualization
    Learning Theory
    Instructional Design
  • $100 hourly
    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 Financial Services
    Copy Editing
    Finance & Accounting
    Blog Writing
    Financial Writing
    Writing
    Network Planning
    Financial Forecasting
    Investment Research
  • $70 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Blog Content
    Investment Banking
    Online Writing
    Capital Markets
    Content Writing
    Asset Management
    SEO Writing
    Business Writing
    Project Risk Management
    Business Editing
    Financial Writing
    Copywriting
    Finance & Accounting
  • $60 hourly
    I am currently a fund accountant and have 5 years of experience in both personal and business tax. I have an active CPA license. I have mastered many challenging Excel projects and consider myself proficient in all Microsoft Office platforms. I am profecient in the following: - Accounting and bookkeeping - Tax work for both individuals and businesses - Excel based projects - Microsoft Office My goal is to provide my clients with performance and knowledge of the business world in a timely manner.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    QuickBooks Online
    Tax Law Compliance
    Certified Tax Preparer
    CPA
    Finance & Accounting
    Budget Management
    Bank Reconciliation
    Cost Analysis
    Tax Preparation
    Balance Sheet
    Bookkeeping
    Tax Accounting
    Accounting Basics
    Financial Accounting
    Intuit QuickBooks
  • $15 hourly
    As a 5-year PowerPoint and Google Slides presentation pro, I'll make your message shine and grab attention. Whether you need a fresh start or an upgrade, I've got it all covered. 🚀 Expertise: Custom templates Stunning designs Engaging animations Multi-device optimization Quick turnarounds and clear communication Elevate your presentations and leave a lasting impact. Reach out today to discuss your project!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Templates
    Infographic
    Microsoft PowerPoint
    Pitch Deck
    Sales Presentation
    Google Slides
    Presentation Software
    Logo Design
    Business Presentation
    Presentation Slide
    Presentations
    Template Design
  • $25 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Finance & Accounting
    Quantitative Finance
    Financial Risk
    Quantitative Analysis
    Accounting
    Data Collection
    Data Curation
    Data Cleaning
    Python
    Excel VBA
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