Financial Planners & Advisors

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  1. Frances Foytek

    Frances Foytek

    Accountant/Bookkeeper

    United States - Last active: 1 day ago - Tests: 6 - Portfolio: 1

    I am an experienced U.S. degreed accounting professional and CPA candidate with over ten years in corporate and small business accounting and management. I offer intelligent business support, excellent problem solving, and leadership skills. I have successful oDesk virtual accounting, bookkeeping, and business support experience. I have QuickBooks, QuickBooks Online, Peachtree, and Mas 90 accounting software experience. QuickBooks Online conversion experience, Microsoft Office with Excel reporting and analysis. Best results are obtained by applying best practices, current Generally Accepted Accounting Principles (GAAP), International Financial Reporting Standards (IFRS), and U.S. tax knowledge. You can Lower your ongoing accounting costs by converting your company's financial information to QuickBooks Online. My tax tip for 2nd Qtr. 2015: Home Office deduction can apply if you use a part of your home regularly and exclusively for business: The Simplified Option: You can deduct $5 per square foot for a maximum of 300-square-feet for your home office. This equates to a $1,500 deduction. •The Regular Method: You can write-off a portion of your insurance and utility bills, as well as a percentage of your home depreciation or rent.

    $30.00 /hr
    4,646 hours
    4.84
  2. Patrick S.

    Patrick S.

    Quant Finance, Trading Strategies, Algorithms, C#, Python, MATLAB

    United States - Last active: 21 days ago - Tests: 2

    If you want to create a trading system, run a statistical analysis, develop a pricing model, build a financial GUI, or find a pattern in a sea of data, I may be the guy to help. I work primarily in MATLAB, C#, and Python. On the finance side, I'm a CAIA Charterholder, with an Economics degree and experience at McKinsey & Company. On the technical side, I hold degrees (with honors) in Engineering, and worked at a number of California tech companies through the 1990's and early 2000's. Since 2008 I've focused my work in the field of computational finance. Recent clients have included: a Swiss proprietary trading desk (Energy Futures), a Canadian hedge fund (Currencies), a US asset management firm (Equities & Bonds), a US portfolio consulting firm, a US aircraft manufacturing operation, and several others. For those clients I have developed, backtested, and deployed alpha-seeking trading strategies, automated execution algorithms, portfolio optimization models, user-friendly GUI tools. Techniques have included machine learning algorithms, classifiers, feature detectors, digital filters, matrix-based models, and concepts borrowed from detection theory and signal processing, along with various technical analysis indicators. I've worked with many financial platforms and data feeds: Deltix QuantOffice (C#), CQG API, Bloomberg, Interactive Brokers API, MultiCharts (PowerLanguage), MultiCharts.NET (C#), TradeStation (EasyLanguage), FIX (HotspotFx), ITCH (HotspotFx), etc. I can integrate other systems with MATLAB or Excel where there's an advantage. I've created C/C++ .mex files, VBA macros, Java/MATLAB integration, MATLAB/Excel integration. I've been programming in MATLAB since 1990, and can sometimes get it to do things that others can't. I can also translate or port a MATLAB application to other languages, especially Python or C#. I'm located in Southern California. For clients located within 2 hours, I can drive to meet you (sometimes same day, schedule permitting). I'm also happy to work remotely. I'm a US Citizen and have held a security clearance, though it is no longer active. The foundation of every successful project is good communication. If you have a project that needs to be done well, then let's communicate!

    $95.00 /hr
    786 hours
    5.00
  3. Anup A.

    Anup A.

    Expert Financial Modeler and Excel Consultant

    India - Last active: 14 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
    409 hours
    5.00
  4. David M.

    David M.

    Expert Excel VBA/C# Developer and Oracle-Certified Java Programmer

    United States - Last active: 3 days ago - Tests: 7 - Portfolio: 1

    I'm an expert Excel VBA/C# Developer with over 6 years of experience in developing Excel Macros, Add-Ins and Advanced Spreadsheet Applications. I can streamline your reporting, automate your spreadsheets, as well as create full-scale dashboard applications and powerful add-ins. I have tested within the top 30% of all VBA Programmers, as well as within the top 20% in Microsoft Excel on oDesk's sister site, Elance.com. I am also an Oracle Certified Java Programmer with experience in Finance, Statistics, Game Development, Data Analysis and Application Development. Tested as above average in knowledge of the Java SE7 programming language among certified Java Programmers on oDesk.com. I am skilled in Visual Basic for Applications (VBA), testing within the top 30% of all VBA Programmers, as well as within the top 20% in Microsoft Excel on oDesk's sister site, Elance.com. I have experience in Macro Development and Excel Add-In Development such as Web Scraping and Advanced Automation and Calculation for numerous uses, utilizing C#. Over 6 years of Programming experience. Responsible for developing highly sophisticated Excel Spreadsheets for High Profile Banking Transfer Agency, increasing productivity in that area by over 90%. I enjoy what I do.

    $72.22 /hr
    842 hours
    5.00
  5. John Dutton

    John Dutton

    Consultant | CFO | CEO | Board Director

    United States - Last active: 2 days ago

    Mr. Dutton is a high-impact executive who strategically grows business and valuations. Revamped operating processes, streamlined operations, and created a culture of performance. As a leading Wall Street Analyst, pioneered research that launched publicly traded hospital chains; repeatedly raised ~$250MM in equity and debt capital. NASDAQ Committee Member. Expert at analyzing industry trends, conceptualizing new market opportunities, and forecasting plans that drive top-line growth. Leverage analyst experience and financial acumen to ensure flow-through to bottom-line. Broad industry experience in investment management, and research, corporate finance, healthcare, environmental technologies and regulation, alternative energy, liability insurance carriers General & Financial Management | Strategy & Planning | Mergers & Acquisitions | Capital Formation There are a wide range of projects and assignments that I can undertake for a client based on my last year which are illustrative. I assessed and designed an alternative investment fund based on assembling significant holdings of ranch lands and bison herds. I guided the revamping of the management and treasury systems of a mid-size real estate company. I have been asked to design financial services career preparation for anticipated needs arising from Chinese free trade zone liberalization and demand for employees. Finally serving as adviser to new. integrated healthcare and IT company founded by several leading doctors. Dutton Consulting - Sacramento, CA Co-Managing Partner Mid 2013 to Present Contracted to design and run an alternative investment fund based on ranch lands and commercially growing bison herds. Fund was highly correlated to inflation and negatively to equities and treasuries. Also revamped the management and treasury systems of a mid size real estate company, and developed training guidelines for employment in expanding Chinese financial services industry following establishment of free trade zones. PARADIGM BIOSCIENCES INTERNATIONAL, LLC, San Francisco, CA Chairman & Chief Financial Officer (CFO) • Drove startup process and technical development addressing multi-billion dollar markets with biological emissions solution for utilities & regulators; marketable end products sales; managed financial affairs o Raised initial $1.4 million funding; o Drove joint commercialization agreement from top California technical university - CalPoly DUTTON ASSOCIATES LLC, Sacramento, CA CEO, CIO & Chief Financial Officer (CFO) 1997 to 2009 One of largest international small cap equity research firms in North America, the EU, and China • Increased client enterprise values and facilitated $350M+ equity financing for small cap clients. Its service model became a dominant worldwide influence for small cap companies. o Stimulated capital formation including PIPEs, AMEX, ADRs; instrumental in launching China equities. o Drove (in 1 year) double-digit stock gains for 218 clients’ stocks (39%) over Russell 2000 with 416% increase in trading volume. WEINRESS, FRANKSON, PRESTON & FRIEND, Irvine, CA Research Director 1995 to 1997 • Established enterprise value enhancement and capital formation through a regional research, trading and banking model. o Led $50M equity financing causing resurgence of GPS stocks. CORSAIR ASSET MANAGEMENT INC., Los Angeles, CA President & CIO 1984 to 1994 • Increased corporate client valuation and profitability through investment performance over benchmarks. Optimized cash flows and capital appreciation. o Saved client $20M annually in premium and contribution costs for AMI’s pension and insurance costs. o Managed early adoption of technological solutions improving profitability. AMERICAN MEDICAL INTERNATIONAL (AMI), Beverly Hills, CA Senior Vice President Worldwide Development & CIO, Director 1970 to 1984 International NYSE listed healthcare company • Made $1B annual impact to top-line by significantly improving and executing worldwide development projects and M&A; bottom-line increase by 20% of revenue gain. Chaired Board Audit Committee. o Set up and managed $150M ERISA / captive insurance portfolios. o Co-led domestic and international public, private and project financing; investor relations.

    $83.33 /hr
    80 hours
    5.00
  6. Benish Akram, CFA

    Benish Akram, CFA

    Financial Analyst and Consultant

    Pakistan - Last active: 28 days ago - Tests: 2

    More than 6 years of work experience as a Financial and Investment Analyst. I am a CFA charterholder and passed all three levels in my first attempt, after doing MPA (Finance) with two Gold Medals. My areas of expertise are financial modelling, financial analysis and develop equity research reports. I have analysed multiple publicly traded companies. I have taken many training courses of Financial Modelling in Excel. Specifically focusing on share price valuation in excel, scenario analysis, and sensitivity analysis. Also worked to develop financial software; its objective was to perform financial analysis of a company through ratio analysis. I have offered my services as a Lecturer and taught CFA Level I, II and III candidates at SKANS School of Accountancy for two years. I have achieved 100% pass rate for my CFA students. Currently I am conducting CFA classes online and working as Financial Analyst.

    $38.89 /hr
    225 hours
    4.96
  7. 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
  8. Jerry Rd

    Jerry Rd

    Data Scientist/ DataMining Expert/ AlgorithmResearch&Implementation

    China - Last active: 5 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!

    $33.33 /hr
    379 hours
    4.99
  9. Ryan D.

    Ryan D.

    Financial and Economic Research Analyst

    United States - Last active: 3 days ago - Tests: 3

    I am a published equity research analyst. After graduating from Notre Dame in 2009 with a BA in Economics, I began working as a research analyst for a small hedge fund called Noble Equity Fund. We focused on healthcare equities, but my research also covered equities in other sectors as well as general economic indicators. Most recently, I worked for a sell-side research firm called Sidoti covering the tech sector. I hold FINRA series 7, 63, 86, and 87 certifications. I also founded a small seasonal business in 2010 that I still run today. I am leaving the finance industry to take a business intelligence position with a large accounting/consulting firm, so I am interested in continuing to hone my financial/economic research skills despite shifting gears in my career for the time being.

    $30.00 /hr
    51 hours
    5.00
  10. Mohammad Mohammadi

    Mohammad Mohammadi

    Journalist, web designer, and researcher with a rainbow of skills

    France - Last active: 21 hours ago - Tests: 3

    A seasoned versatile TV journalist for international channels such as BBC, is seeking part time challenges as a researcher, editor, and translator. A combination of my outstanding scholastic records in both English and Persian languages along with extensive experience of working as an editor and a translator within past years give me the ability and confidence to undertake any related jobs. My outstanding IELTS score of 8 (out of 9) evidently proves my high language abilities. I have been also awarded CAE (Certificate in Advanced English issued by University of Cambridge). I have been trained by the the University of Westminster (London) as a language teacher and examiner. I have also been the Persian (Farsi) language teacher of BBC staff.

    $30.00 /hr
    2,633 hours
    5.00