Financial Planners & Advisors

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  1. Jose Bello

    Jose Bello

    Business Consulting

    United States - Last active: 22 hours 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
    535 hours
    4.87
  2. Guangming L.

    Guangming L.

    Data Scientist and R Expert

    United States - Last active: 22 hours ago - Tests: 7

    I have 7 years of experience in data analysis. I'm the Chief Data Scientist and founder of Cabaceo.com, a data science consulting company in Ann Arbor, Michigan, US. I also teach people how to do data science using the R programming language at www.MasterR.org, where you can receive high quality training materials for free. I used to work as an analytic consultant for FICO, where I built scorecard for Picture People to predict customer response rate to their marketing campaigns, which doubled their ROI. I also built customer segmentations for Canadian Tire Bank, which gave the executive team a holistic understanding of their customers for the first time and resulted in a chapter of a book. More recently, I have built a linear regression model to explain the relationship between interest rate of peer-to-peer loans and borrowers' characteristics using data from LendingClub, a two-level clustering-and-randomForest model to predict human physical activities using smartphone data, a logistic regression optimization based on precision and recall, a R-implementation of the cross-sectional regression and quintile-portfolio construction methods published in the Journal of Economic Literature. I have a masters degree in Biostatistics from the University of Michigan and a bachelor's degree in mathematics from New College of Florida. I'm an avid MOOC taker, constantly learning new techniques and tools in data science and machine learning. I took all the courses in data science, statistics and machine learning from Coursera, Udacity and Edx. I respond all my messages in less than 24 hours.

    $100.00 /hr
    586 hours
    4.97
  3. Vijay Panchal

    Vijay Panchal

    Epicor Certified Consultant

    United Arab Emirates - Last active: 1 day ago

    Experienced Epicor 9 & iScala 2.3 ERP Application with 5+ years of IT Consultancy and comprehensive experience on Analysis & Design, customizations, data importation, documentation, production support, end user training and interaction with all levels of management and staff. Experienced on Finance Modules (like General Ledger GL, Account Payables AP, Account Receivables AR); Supply Chain Modules ( like Purchasing PO, Stock Control SC, Order Management OM, Material Production Control MPC). Completed 3 Full Cycle Epicor iScala implementation projects with different activities. Experienced DBA Microsoft SQL Server, Crystal Report, iScala VBA Platform. Expertise in Following Tools / Softwares. EPICOR ERPs ( Epicor 9, Vantge / iScala 2.3 SR 1 ) , ORION MS SQL Server , Oracle 11g , Microsoft Frx, Crystal Reports , Microsoft Reporting Services , ISQD , BAQ, Dashboard Reporting, PowerBuilder etc... Specialties: Sound grip on E9 Functionalities .. 1. BAQ / BAQ Crystal Reports 2. BPM, Service Connect 3. BAM 4. Quick Search 5. Customisation 6. Dashboard Reporting Epicor iScala 2.3, Scala 5.1, Epicor 9, Vantage, MS SQL Server, Oracle, Business Intelligence Reports, MS SSAS , ISQD , Microsoft Frx , VBA , XML ,Service Connect, UDDB, DDF Driven RPT Reports , Crystal Reports, BAQ, Dashboard Reporting, Microsoft Reporting Services ; Mobile No. : +971 567570993, Email : vijpanchal73@hotmail.com Skype / gtalk : vijpanchal73

    $66.67 /hr
    149 hours
    5.00
  4. Dave Ward

    Dave Ward

    Business Consultant, Internal Auditor, Risk and Internal Control Pro

    United States - Last active: 28 days ago - Tests: 4 - Portfolio: 1

    I have an uncanny ability to spot unnecessary and unproductive procedures as well as internal control gaps where losses may occur. I love helping small and medium sized companies grow to the next level using strategic plans, mission statements, and other key communication tools to keep everyone focused on the right goals. My experience includes: Banking Internal Audit Fraud Investigation Federal Regulation Implementation Process Improvement Human Resource Management Project Management System Development Lifecycle Training Manager Budget Preparation Policy/Procedure Development

    $33.33 /hr
    389 hours
    4.98
  5. Jacob Merchant

    Jacob Merchant

    Spreadsheet Guru and Workflow Specialist

    United States - Last active: 1 month ago - Tests: 3

    When I was 11, my parents showed me how to use Excel to track my trading card collection. Today, I'm a spreadsheet ninja. I know pivot tables like the back of my hand, I can script you out a macro in a matter of hours, and I can nest functions together in ways you've never thought possible. Big words, sure, but I back it up. I have built reports, ad hoc and repetitive, that have gone as high as the board of directors of Fortune 500 corporations. My VBA-enabled smart forms are used by front-line operations personnel, and are robust enough to handle transactions from any end user. I also have many years of experience developing business procedures and workflows. I can map out a workflow and easily identify where efforts are being duplicated or wasted. My expertise in automation has helped large companies reduce their staffing costs while reducing manual error rates and increasing overall productivity. As a business person who "speaks tech", I make a fantastic liaison between end-users and developers, thereby reducing complications during the business application development process, and making sure that the product you need is what is actually delivered. I also know a thing or three about coding and web design. Self-taught mostly; I took the intro to Comp Sci courses in college, but I picked up most of my chops modding video games and automating repetitive tasks at work. I've also taken a few Codecademy courses to round out my knowledge base. I've never spent too long in any specific language, so I actually think I have a better understanding of how computer science works than a dedicated coder who stays in one language all day does. In essence, a lot more breadth than depth. Languages I know today and are comfortable taking on work for include C/C++/C#, Java, Python, HTML, CSS, and PHP.

    $30.00 /hr
    44 hours
    5.00
  6. Anup A.

    Anup A.

    Expert Financial Modeler and Excel Consultant

    India - Last active: 4 days ago - Tests: 2 - Portfolio: 2

    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 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. You can see his profile at http://www.modeloff.com/portfolio-item/anup-agarwal/ Experienced delivery of amazing dashboards, eyes widening automation tools, impeccable financial models and insightful analytics. A post graduate with experience in Investment Banking with awesome skills at MS Excel, Analytics and Finance.

    $30.00 /hr
    405 hours
    5.00
  7. Anatoly Alekseev

    Anatoly Alekseev

    Analyst and programmer

    Russia - Last active: 14 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
  8. Jerry Rd

    Jerry Rd

    Data Scientist/ DataMining Expert/ AlgorithmResearch&Implementation

    China - Last active: 18 days ago - Tests: 5

    I have a master degree of probability and statistics.. I am a R guru. I have 6+ years experience of using R/SAS for statistical analysis and data mining/machine learning. I love my work as statistical algorithm research and implementation. And I am a hard working people. I have done projects in several industries such as Web Research/ Web Application/ Marking/ Financial Strategy/ Medical/ Commercial/ Sports industry. Also I am familiar with C/Perl/Python/Mysql/PosegreSQL/Latex/Javascript. I like to solve problems for my client, please feel free to contact me if you are interested in my skill set. Look forward to hearing from you!

    $30.00 /hr
    381 hours
    4.99
  9. Md Nazmus Sakib

    Md Nazmus Sakib

    Google Script and VBA Developer, Excel and Google Spreadsheets Expert

    Bangladesh - Last active: 2 days ago - Tests: 4 - Portfolio: 5

    I am one of the top contractors for Microsoft Excel and Google Spreadsheets on oDesk. I write advanced formulas and scripts for these. I also develop codes for Google Apps for Work. Services: * Microsoft Excel -Dashboard, Cost & Budget, Tracking -Automation(Formula) -Formatting -Macro/ VBA * Google Spreadsheets -Excel to Google Spreadsheets - Apps Script -Forms -API integration (calender, email, Adwords, External) About Me: I am Md Nazmus Sakib. I am a graduate engineer and earned my degree from the top most university in Bangladesh. I published more than fifteen research papers on IEEE as an Engineering student. I started not very long ago and rapidly growing for my skills and hard work. I have received 5 stars review in 95% of my completed projects. If you need help with setting up or modifying your spreadsheets or Business Process Automation, I would like to hear from you.

    $55.56 /hr
    532 hours
    4.93
  10. Jared T.

    Jared T.

    CPA - Audit & Tax

    United States - Last active: 22 days ago - Tests: 4

    I'm a licensed certified public accountant with many years of experience in taxation (individual, corporate, not-for-profit), auditing & attestation (compilations, reviews, audits) and general bookkeeping (primarily QuickBooks). I have a diverse client base, with a focus on sole proprietors and small businesses. I have an active CPA license in PA, and I'm a member of the AICPA and PICPA. In addition, I also serve on the Board of Directors of a local not-for-profit organization.

    $50.00 /hr
    18 hours
    5.00