Financial Planners & Advisors

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  1. John P.

    John P.

    Business Finance Consultant

    United States - Last active: 1 day ago - Tests: 8 - Portfolio: 1

    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!

    $96.67 /hr
    3,291 hours
    4.93
  2. Zachary L.

    Zachary L.

    MBA Candidate Business Development Consultant

    United States - Last active: 4 days ago - Tests: 6 - Portfolio: 3

    I have worked as a business development consultant for organizations in both the private and public sector, providing everything from basic structural business mechanisms to entrepreneurial strategy advice. I have significant experience in research and reporting data, which serve as the foundation for good business and marketing decision-making. I hope to continue to use my skills for the benefit of clients who seek deliverables that are backed by accurate information. Past projects have included business plans, industry analyses, branding strategies, and market research quality assurance reports.

    $55.56 /hr
    331 hours
    4.94
  3. Richard Batchelor

    Richard Batchelor

    Change Management Professional (HR, OD, BPR, IT)

    Canada - Last active: 7 days ago - Tests: 2

    Richard is a well respected and very experienced Change Management Professional, specializing in supporting businesses through changes and effectively managing the impact of the change upon the people within the business. He has been delivering successful projects in organisational change, development and effectiveness for almost 20 years and is noted for developing targeting, insightful and influential multi level communications to facilitate successful change. His work with strategic human resources develops positive transformational impacts across a breadth of HR deliverables, including recruitment, succession planning, learning and organizational development and competency based framework integration for performance, development and talent acquisition approaches. He is a certified lean six sigma green belt, certified in design for six sigma and operational excellence and has delivered on many business improvement and re-engineering projects. Being a certified project, program and portfolio manager also. Richard understands the need to get the best from technology in the workplace and appreciates the need to get the right physical environment to help a smooth business transition. Richard is the President of the Toronto Chapter of the Association of Change Management Professionals and keen to develop the future integration of the practice of change management through his writings, speaking and other public engagements.

    $150.00 /hr
    661 hours
    4.80
  4. marcelo marques pereira

    marcelo marques pereira

    Senior MQ4 /MT4/ Metatrader Coder

    Ireland - Last active: 1 day ago - Tests: 3 - Portfolio: 2

    Hello, this is Marcelo. I am a 37 year old professional MQL4 programmer. I've been coding all kinds of MT4 EA's and Indicators for the last 10 years to many people around the world. In addition, I've been trading LIVE accounts for seven years. I finished my University in Computer Science 9 years ago and I am doing my MBA in Project Management Do not close the project before talking to me, I am sure th at I can help you with professional quality and price. Best Regards, Marcelo Dublin, GMT+0 //---------------- My Qualification : //---------------- I have over +370 reviews mark 10.0 just developing MT4 programs. ** Please do not hesitate to contact me and ask for these reviews aforementioned In addition to this, you will be able to see projects from U$30/500 to U$5000 that were concluded with 100% satisfaction

    $33.33 /hr
    16 hours
    4.97
  5. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 4 days ago - Tests: 1

    I am a financial consultant who specialises in helping clients: 1. Engineer Financial Solutions to promote their financial aims; 2. Develop Strategies to obtain Debt or Equity Financing; 3. Create Strategic or Business Plans; and 4. Manage their investments whether by providing direct insights on Capital Markets or developing portfolios. I developed all of these skills through my 17 years of high-level experience in Capital Markets, Derivatives, Investment Banking, Private Equity and Treasury. Over this period, I have worked on multiple debt- and capital-raising projects, valued in the billions of dollars, with a superlative degree of success. I combine my vast experience with outside-the-box thinking, a high attention to detail, awareness of current business issues and a passion for excellence to any work I undertake. In many cases, I have been able to turn-around situations that people thought were difficult or impossible to the advantage of my clients/employers.

    $72.22 /hr
    4,168 hours
    4.94
  6. Guangming L.

    Guangming L.

    Data Scientist and R Expert

    United States - Last active: 2 days ago - Tests: 7 - Portfolio: 5

    I'm a data scientist and expert R programmer with 7 years of experience. I specialize in solving mission critical business problems using advanced data analysis, machine learning and web technologies. I'm known for quick turn-around and excellence amongst my clients. I live in Ann Arbor, Michigan, USA (time zone: EST). I'm passionate about finding insights from data and making beautiful data products. In particular, I'm very competent at 1. data scraping 2. data wrangling 3. descriptive & exploratory analysis 4. data visualization 5. inferential & predictive analysis 6. pattern recognition and clustering 7. supervised & unsupervised machine learning algorithms 8. building analytic web apps 9. the R programming language Some of my recent for-fun projects include a couple of analytic web apps and a book on how to do data analysis using R. They are listed under the portfolio section below. Make sure you check them out. I also love to teach people how to use R to do data analysis, and I do that through MasterR.org, an online community where you can receive high quality training materials for FREE. I used to work for FICO, where I built scorecards for the Picture People to predict customer response rates to their marketing campaigns. My scorecards doubled their ROI. I also built customer segmentations for Canadian Tire Bank. It gave the executive team a holistic view of their customers for the first time. I have a master's degree in Biostatistics from the University of Michigan and a bachelor's degree in mathematics from the New College of Florida. I'm an avid MOOC taker, constantly learning new things in the field. I took all the courses in data science, statistics, data mining and machine learning from Coursera, Udacity, Edx, and Khan Academy. I have strong work ethics and respond to all my messages in less than 12 hours. Contact me if you need help with analyzing data. Have a great day! -Guangming

    $100.00 /hr
    611 hours
    4.97
  7. Jose Bello

    Jose Bello

    Business Consulting

    United States - Last active: 6 days ago - Tests: 1 - Portfolio: 11

    I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full pitch decks or online presentations. Among my past clients I have financial institutions, food distribution companies, entertainment start-ups, media websites and green energy companies, plus many nonprofit organizations. My best clients are the ones with new and disruptive ideas. In my process I ask many questions, do a lot of research, propose new ideas, explore diverse channel of distribution, provide a lot of graphics, create models using a canvas business model system, run numbers and create financial projections. At the end, I do everything I can to create useful and powerful documents for my clients. "OFF-LINE" I have my own business consulting firm working from New York City - www.glaction.com. I have an MPA from Cornell University (USA) and I speak English and Spanish. ----- MY PHILOSOPHY on writing business plan is simple: every business plan is unique and every client deserves a professional and timely service. I do not over promise, I do what I said I will do. Simple. Some business and marketing plans are designed to get a loan from a bank, others to get potential investors excited about a project. Most of the time is a tool to raise money, but all the time should be an instrument to guide your future. In my work I get inspiration from big angel and venture capitalist firms, such as the giant investor Sequoia Capital; that has invested in companies like Apple, Google, YouTube, PayPal, Instagram, Yahoo!, Atari, Kayak, Zappos, and LinkedIn. I always suggest my potential clients to read what they are asking from people that want to get funds from them: www.sequoiacap.com/ideas They are not asking for a 100-page business plan. They believe that the best founders are clear thinkers. ----- MY PROCESS is also simple. I start with your ideas and your initial data and work until you are completely satisfied. I want to invite you to see my process of writing business plans here: http://goo.gl/ugB0l1 Before you hire me I give you a very clear plan of what I will do for you, step by step, with a feasible timetable. Again, I do not over-promise, I do what I said I will do. By hours, this is a breakdown of my typical development process: 1) Business Consulting (2-6 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 3 to 5 years of Sales, Profit & Loss, Cash Flow and Balance Sheet forecasts. 4) Writing (8 to 16 hours) - following the format of California VC firm Sequoia Capital and adding charts, maps, graphics, etc., to clarify your business pitch. My tools are 1)Internet for research, 2) Skype for communication, 3) ASANA to organize my work, 4) Excel to plot all financial projections, 5) PowerPoint to design pitch decks, and 6) a few RedBulls to work overnight and on time. Everything will start with a Skype chat and we go from there. ----- TERMS I work around your budget. I know that startups are not cash cows. Because every plan is unique, I like to discuss final payment terms during the interview process. My original bid is a guide for the client, and is based, usually, on a week of work (about 40 hours). Depending on the nature, format and stage of your business project, my work could take about a week and in some cases several weeks. My hourly rate is $80, and usually will take me 20 to 40 hours of work to develop a comprehensive plan. If you hire me as a fixed rate contract, I operate on a 3-payment basis. The first 20% is due at project start, a second payment of 40% at an agreed upon middle milestone, and the final 40% upon completion of the project. ------- SAMPLES Looking for samples of my work? Here is a list of some of my past projects: IT service start-up in Germany, data center in Uganda, online food service platform in Brazil, crowdfunding site in California, niche social network in the UK, nonprofit in Mozambique, real estate fund in Taiwan, TV production company in Los Angeles, agro-business in Nigeria, entertainment company in Holland, publishing service in Spain, beverage company in the UK, entrepreneurial education center in Dubai, pharmaceutical start up in Lebanon, electric company in Saudi Arabia, and several iOS native app start-up in Australia, Ukraine, Puerto Rico and USA. Sample Business plan - http://goo.gl/4AUmUy Sample Pitch Deck - http://goo.gl/YcIMWa If you request a connection via Linkedin you can see past clients’ recommendations here: www.linkedin.com/in/josebello ----- FINAL NOTE: If you do not hire me, let me wish you good luck in your future business. Keep it up and dream big. Jose

    $80.00 /hr
    523 hours
    4.87
  8. Anatoly Alekseev

    Anatoly Alekseev

    Analyst and programmer

    Russia - Last active: 28 days ago - Tests: 47 - Portfolio: 7

    Expert in VBA/Excel/Visual Basic 6/SQL, interested in Cuda, Python. Have some C++ and ASM experience. I'll be glad to help with: Optimization and automating of business-processes. Developing of decision support systems, E-commerce systems, including data interchange between Ebay/Amazon/SmugMug/ custom CRM systems. Web scraping/crawling, automated retrieval of weakly-structured data. Implementing methods of artificial intelligence (expert systems, artificial neural networks, genetic algorithms),data mining. Natural language processing tasks (intellectual textual search, natural language generation, etc). Imitational modeling (especially financial models, gaming), prediction of complex systems. Distributed applications, high performance computing (scientific computations), cloud computing (Azure/Amazon). Software reverse engineering.

    $55.56 /hr
    15 hours
    4.99
  9. Nelson Duarte

    Nelson Duarte

    International Legal Assistance

    Brazil - Last active: 3 days ago - Tests: 1

    I am a Portuguese Lawyer living in Brazil. Experienced in Portuguese, Brazilian and International Law, contracting, project and corporate finance, mergers and acquisitions, offshore structuring, fiscal and planning, trusts and wealth management, IP and Internet Law. Legal writing and legal translation to from Portuguese to English, Spanish and French and from Portuguese, Spanish and French to English. I am a Member of Freelancers Union, US., Global Outsourcing Association of Lawyers (GOAL) and European Freelance Network Association (EFNA). II participated in the following courses: - University of Florida, Levin College of Law, Course in US Law, both criminal and civil (contracts); - Yale University, Course in US Constitutional Law; -Lund University, Course in Introduction to European Business Law; -University of Michigan, Course in Successful Negotiation; -University of Pennsylvania, Course in Introduction to Key Constitutional Concepts and Supreme Court Cases; -Case Western Reserve University, Course in Introduction to International Criminal Law. I am a 5 starts oDesk and Elance freelancer. Service Description I have a considerable international reach through our global network of offices, extensive project management experience and long-established correspondent law firm relationships. We have a strong corporate presence in the main trading markets, with a team of over 300 corporate lawyers on the ground in the UK, Middle East, India, Asia Pacific and North and South America. We have a solid reputation and a proven track record on cross-border transactions. I advise a wide range of commercial organizations on establishing corporate structures, corporate governance and compliance issues. We also handle advisory work for our corporate clients, advising on corporate shareholding or management structures. I provide a full range of incorporation of companies service specially tailored for clients¿ needs, both onshore and/or offshore. Specially, we provide advice on: a) Asset financing; b) Mergers and acquisitions; c) IPOs; d) Company incorporation, organization and reorganizations; e) Establishment of operations; f) Private equity transactions; g) Tax planning; h) MBOs; i) Joint ventures; j) Real estate acquisitions and disposals; k) E-commerce; l) Intellectual property issues; m) Due Diligence and Compliance. FINANCE Through LIBRA Securities LLC, I provide financial advice and consultancy in all capital markets, their rules and regulations. On Trade Finance, from credit committee to drawdown, I am approached by clients for commercial risk-aware advice. I work with them to develop the markets and invest in new products for today's trading community including supply chain financing and risk transfer products. I have the necessary liaisons for structured trade finance, transactional trade finance, On Corporate Finance, the principal areas of expertise are: a) M&A; b) Joint ventures; c) Secundary fund raisings; d) MBOs, MBIs; e) Venture capital and private equity investments; f) Restructurings; g) Funds; h) Capital markets I also can handle advisory work for corporate clients, advising in cases corporate shareholding or management structures. On Project Finance, I am familiar with drafting and negotiating finance agreements, facility agreements, turnkey contracts, off-take agreements, investor documents and sponsor support arrangements. Many of our associated project finance lawyers have experience in other areas of finance including acquisition finance, real estate finance, trade and commodity finance, offering clients access to finance related advice. On Real Estate Finance, I can bring and cover all elements of financing using a mixture of sources including senior bank debt, second lien debt, mezzanine finance, bridge financing and equity investment. I can provide specialist advice on structuring, setting up and financing joint ventures and other collective investment forms, as well as M&A activity. Using our international offices and working as one team, we regularly advise on international transactions where the issues sometimes are complex and varied and the structuring is crucial.

    $55.56 /hr
    17 hours
    4.97
  10. Anup A.

    Anup A.

    Expert Financial Modeler

    India - Last active: 2 days ago - Tests: 2 - Portfolio: 3

    Anup is among the top financial modelers in the world. He has a passion for spreadsheet based solutions and has a diverse experience from his investment banking background and freelance practice. His clients talk highly about him. He sets the standards high and asks to Expect Awesomeness. He was a finalist at World Financial Modeling Championships (ModelOff) 2014 at New York. Every year more than 4000 bankers, consultants, analysts, traders, auditors et al from more than 100 countries participate in the championships where the top 16 reach the finals. Anup has a track record of Experienced delivery of amazing dashboards, eyes widening automation tools, impeccable financial models and insightful analytics. He is a post graduate with experience in Investment Banking with awesome skills at MS Excel, Analytics and Finance.

    $40.00 /hr
    468 hours
    5.00