Accountants, Business Consultants, Financial Planners

Clear all filters
  1. Therese J.

    Therese J.

    Therese J.

    Philippines - Tests: 2 - Portfolio: 18

    Accomplished Personal Assistant receptive to client needs. Successfully at managing the task list of ever the most demanding business executives. Fast learner and can quickly incorporates and implements new procedures to maximize efficiency and productivity. Flexibility, adaptability, and ability to multitask are some of my major skills, as well as organizational, communication, IT, and secretarial skills. I have typed, formatted documents, edited text, extracted files and cropped images using variety of software packages. Prepared letters, presentations and reports. Updated websites and databases. Executed data entry and performed web research. Compiled information for meetings, checked incoming and outgoing correspondence, including mail, email, and faxes. Organized personal and professional calendars and supplied reminders of meetings and events. Handled payments as well as bookkeeping. Supported the work of managers and company directors for whom they are employed to undertake a variety of administrative, clerical and managerial tasks, such as arranging appointments, taking messages, screening telephone calls and inquires, planning and organizing meetings, trips, accommodation and events, and all the task required by the most demanding managers and executives.

    $3.33 /hr
    3,517 hours
    4.99
  2. Martha Villanueva Alshaweesh

    Martha Villanueva Alshaweesh

    e-Commerce/Customer Service/Accounting Specialist

    United States - Tests: 5

    An Accounting / Customer Service / e-Commerce leader with a broad base of accounting, customer service and supervisory experience; an invaluable and unique skill set. A personable team player with exceptional communication skills. Recognized for a strong work ethic, integrity and proven leadership skills. - Highly organized, flexible and able to work in a fast-paced environment; deadline-oriented. - Experience in the e-Commerce, insurance, service, retail, health care and non-profit industries. - Excellent problem-solving and analytical skills. - Advanced skills using: Excel, Word and Outlook; Peachtree; Great Plains; Terrace (insurance industry software); desk.com

    $23.50 /hr
    116 hours
    5.00
  3. Santiago Ponte

    Santiago Ponte

    Sr.

    Argentina - Tests: 9

    My name is Santiago, I live in Argentina, South America. After graduating in Business Administration I worked in a Winery in the traceability area, a Software Consultant Firm for wineries and Web Design company mostly in the comercial area doing marketing online, adword campains and I also have basic wordpress knowledge. Services I can provide 1. Sales (direct, sales support, leads, online) 2. Marketing, online marketing, email marketing, Guerrilla Marketing 3. Market Research, internet research 4. PPC campains with adwords, facebook campains, adsense instalation in sites and blogs. 5. Wordpress basic site building. 6. Word or excel jobs 7. English-spanish translations or spanish-english translations 8. Business Consultancy 9. Website content writing, fixing and translations. 10. Translations from english-spanish and spanish-english 11. Virtual Assistant

    $8.80 /hr
    307 hours
    4.79
  4. QUY P.

    QUY P.

    Chartered Certified Accountants

    Vietnam - Tests: 6

    In more than 4 years working as an independent auditor, I have successfully completed many projects. I provided high quality accounting advice and auditing service to more than 30 businesses, which included top multinational companies. I am looking for opportunities to work part-time on accounting and finance projects which I am confident to deliver value to your business.

    $8.00 /hr
    11 hours
    5.00
  5. Randall Parker, MBA

    Randall Parker, MBA

    MBA with extensive background in International Accounting and Finance.

    Philippines - Tests: 7 - Portfolio: 1

    Do you need Accounting/Bookkeeping help? Note these score rankings for Upwork's Accounting/Bookkeeping exams: Accounting (Assets & Revenue): #74 = 99th Percentile Accounting (Accounts Payable): #65 = 99th Percentile Accounting (Accounts Receivable): #77 = 98th Percentile Accounting (Principles): #222 = 98th Percentile Bookkeeping: #98 = 99th Percentile Financial Reports: #26 = 98th Percentile Quickbooks 2008: #168 = 97th Percentile In addition to superior accounting/bookkeeping skills, I have been a beta-tester for Intuit (QuickBooks, Quicken and TurboTax) products for about ten years, and also beta-tested Microsoft Office 2007 & 2010 (Word, Excel, Powerpoint, etc.). I have used a variety of accounting software packages including QuickBooks, Oracle, Pacioli and more. Living in the Philippines is much cheaper than living in the USA, which will save you tens of thousands of dollars per year on my services. At present, I am seeking part-time and/or full-time work to fill-out my schedule. My work history includes work for the following industries: Agriculture, Automotive, Entertainment, Hospitality, Manufacturing, Restaurant/Bar Retail, Transportation and more. In addition, having been previously licensed to sell insurance, securities, real estate and mortgages as a Financial Planner, I am more than qualified to help you in these areas as well. Please, contact me to set-up an interview or a quotation to meet your needs. Thank you for your time. Specialties: Real Estate and Mortgage Consulting, Property Management, Financial Planning, International Cash Transactions and Transfers, Direct Investments, Retirement Planning, Debt Management, and much, much more.

    $55.56 /hr
    325 hours
    5.00
  6. Jahzeel S.

    Jahzeel S.

    Ms.

    Philippines - Tests: 6 - Portfolio: 1

    Having broad knowledge, skills and competencies in the fields of marketing, finance, operations, and business management, I have been able to accomplish various tasks including business planning, strategy formulation, market research, financial planning and analysis, etc. Excelling in both academic and extra curricular activities, I graduated cum laude from the University of the Philippines, the premiere state university in the Philippines. Currently, I am the Manager at the Strategic Management and Corporate Planning Department of St. Luke's Medical Center, the leading healthcare provider in the country. I previously worked as a Corporate Finance Analyst for the international brand, KFC (Kentucky Fried Chicken) where I do extensive financial planning and analysis for the company. Enumerated below are some of my major accomplishments: • Strategic Management Consultation Services for UP University Food Service Conducted a thorough organizational audit that aimed to identify opportunities, analyze key internal and external factors, and ultimately present feasible recommendations to the management of the University Food Service • Qualitative Market Research for Happy Baby Philippines, Inc. Conducted a qualitative market research that aimed to gain insights from the brand’s target market, and propose recommendations for Happy Baby Philippines, Inc. • Integrated Marketing Communications Plan for Beach Hut Sunblock Created and presented a comprehensive IMC plan for the potential expansion of the local brand, Beach Hut Sunblock, into the international market • Equity Research Report for Megaworld Corporation Developed and presented an equity research report for MEG by determining the intrinsic value of the company and its stocks using various valuation methods and preliminary research and analysis • Investment Policy Statement for a College Student Client Developed a policy statement to create and maintain an appropriate investment portfolio that is tailored to the return objectives and risk tolerance of the client • Feasibility Study on Jelly Delicious Creations, Inc. Developed a comprehensive business plan for a new business venture by conducting a feasibility study that involved industry, organizational, operational, and financial analyses, as well as technical and consumer market research • Integrated Marketing Communications Plan for McDelivery Created and presented a comprehensive Integrated Marketing Communications plan, to the Marketing Manager of McDonalds in the Philippines, for the improvement of the marketing mix and strategies of McDelivery • Integrated Marketing Communications Plan for PLDT MyDSL Created and presented a comprehensive Integrated Marketing Communications plan for PLDT myDSL, primarily focusing on its promotional efforts and strategies • Operations Review for Betis’ Best Meat Products, Inc. Conducted an operations audit of the company that aimed to assess its efficiency in the production of its meat products • Human Resources Review for Real Life Foundation, Inc. Conducted an internal audit of Real Life Foundation, Inc. that aimed to identify organizational issues and propose recommendations specifically for its human resource development • UP College of Business Administration – Civil Welfare Training Service Program External Affairs Head – Communicated with various private contractors, hardware and construction companies to secure sponsorship for the repair and renovation of the pay rooms at the UP Philippine General Hospital • TB-DOTS Patients Records System Created a computer-based database system for recording patients’ data that also generates organized information, summary and reports especially designed for the benefit of the Tuberculosis Directly Observed Treatment Short Course (TB DOTS) clinic

    $6.00 /hr
    10 hours
    5.00
  7. Mar Bea

    Mar Bea

    Expert Web Researcher/ Data Entry Analyst/ Twitter/LinkedIn/Blogger

    Philippines - Tests: 11 - Portfolio: 2

    I believe in respecting our mutual interests. I will always communicate with you every step of the way, if only to let you know where I am with the project. As long as we establish clear cut guidelines from the get-go, we'll both exit happy. I am professionally inclined into data entry, lead generation, contact list building/email sourcing, database building, extensive web researching, profiling/prospecting, product and market research and other administrative works. I am well trained in social media marketing specially in platforms like Twitter, LinkedIn, Facebook, Pinterest and Instagram. I am an active freelance writer and consistently running my personal and finance blog. I am also an experienced customer support representative/ technical support representative, email handling, order fulfillment/processing and live chat with proficiency using tools like Zendesk, Kayako and Freshdesk. So rely on me and hope I can pleased you with my working skills. And make a long term business relationship with you.

    $4.44 /hr
    1,884 hours
    4.72
  8. Marzanne Harper

    Marzanne Harper

    Professional VA and project Coordinator

    Namibia - Tests: 6

    Communication and Organization are my strengths. I am experienced in Virtual assistance, social media management, trend watching, ghostwriting, blog scheduling, Public relations, bookkeeping, calendar management, as well as Human resources policies, procedures, hiring of freelancers and overseeing work. I recently enrolled in a Project management course as well as social media management courses with Udemy. My Mission is to Deliver the best quality of work, and in doing so, building lasting, quality relationships with Contractors. I am not on Upwork to simply obtain contracts but to apply for the right positions and to learn as much as I can. I am familiar with the hiring procedures on Upwork, and can be trusted to coordinate teams so that Clients get the results they pay for. I have a highly analytic mind, as revealed through tests done by a previous employer. I am thorough, goal-oriented and focused on successful execution of all projects. I tested 100% on Leadership Skills in the Upwork Management Test (In which I scored 4/5 - top 10%) In my position with Mondi Ltd. I was trained in Leadership management and Emotional Intelligence. I have completed the following subjects through UNISA, all with distinctions: Economics Marketing management Business Management Financial Mathematics Accounting Policies and Procedures South African Companies Act I have an imaginative and creative mind. In my spare time I practice the art of Oil painting, mosaic and love spending time exploring every corner of the culturally rich Western Cape with my Family Doing wine tastings, hiking trails through Fynbos areas and looking for treasures at the many street markets. Regards Marzanne Harper

    $16.67 /hr
    1,104 hours
    4.92
  9. Diana C.

    Diana C.

    Legal Expert

    Belgium - Tests: 3 - Portfolio: 2

    I am a strong, detail oriented attorney with over 14 years of experience in legal field. I have extensive experience in corporate law including contract drafting, review and revision. I have represented numerous online, start-up, real estate and software companies over the years and have been handling countless contracts and issues associated with their businesses. I also represented some of the most important retail companies from Romania. I have experience handling various litigation issues ranging anywhere from the early beginning stages, to the final conclusion. Legal competencies: - Possessing the ability to convincingly present a case in court; - Good knowledge of civil, criminal, public, bankruptcy and administrative law; - Understanding of contracts, government regulations, intellectual property rights, patents etc; - Knowledge of internet, tax and corporate law; - Experience of supporting vulnerable clients; - Knowledge of effective file management procedures. Personal competencies: - Ability to balance priorities and co-ordinate work effectively; - Leadership skills; - Excellent analytical skills; - Ability to stay calm under pressure; - Can analyze large amounts of information; - Good written and spoken communication skills; - Client care skills; Sound judgment; Organized and efficient; - Good project management and team building skills.

    $22.22 /hr
    47 hours
    4.90
  10. Janine Ann Timtim

    Janine Ann Timtim

    Data Entry / Web Researcher

    Philippines - Tests: 7 - Portfolio: 4

    I am honest and self motivated. I always do my work ensuring that they are solved and done to the best of my ability. I am willing to learn new things and working with different people. I'm also very passionate and confident in doing things with regards in performing my job.

    $5.00 /hr
    142 hours
    4.77