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.

    $40.00 /hr
    4,655 hours
    4.84
  2. Amy B.

    Amy B.

    Experienced CPA, Financial Reporting and Tax Consultant

    United States - Last active: 4 hours ago - Tests: 7

    Highly talented and results-driven accounting leader with thorough understanding of financial statement preparation and analysis, tax compliance and consulting, budgeting and forecasting, cash flow management, and generally accepted accounting principles (GAAP). Hands-on CPA with extensive experience directing and supporting multifaceted financial operations and facilitating month- and year-end closing tasks for a high-growth company.

    $75.00 /hr
    588 hours
    5.00
  3. Anup A.

    Anup A.

    Expert Financial Modeler

    India - Last active: 1 day 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.

    $30.00 /hr
    415 hours
    5.00
  4. Chirag Shah

    Chirag Shah

    Business Coach and Strategic Consultant

    India - Last active: 6 days ago - Tests: 8

    I am Chartered Accountant with 13+ years of Entrepreneurial experience. I have ventured into various projects and have been integral part of many start-ups. Couple of ventures which I was associated with got acquired at a valuation. I am currently business coaching 1) Woman Entrepreneur in Switzerland 2) Lean Mobile apps and online start-up in USA 3) Digital Marketing Start-up in USA 4) Top 20 IT product and services Company in Middle East I have Business Coached: 1) Online MLM Company in Netherlands 2) Job services Company in USA 3) Health and Fitness Company in Australia 4) Mobile App start-up Company in Australia 5) eCommerce Consultant to Company in UK 6) Investment Banking Boutique in UK 7) HR policies and procedure consultancy to a Company in Africa 8) IT and eCommerce Companies in India I am on the advisory board of technical institute and was judge for Student in free enterprise (SIFE) global entrepreneurial competition. My Skills are: 1) Business planning and strategy 2) Turning around businesses and business coaching 3) Financial planing and projections 4) Making business plans and Information Memorandum 5) Business development and marketing strategies 6) HR policies and Employee Management programs My brief profile: • Ventured in to then premature domain of E-learning in 1999 and was first to introduce online (Web-based) learning platform for CA Exam Prep in India. • Integral part of start-up team to introduce first online learning platform for US CPA Exam prep in 2002. • Defined and Structured E-learning platforms along with learning contents for US Based Companies like CPApass.Com, Smartpros & USCPASuccess. • Instrumental in Incorporating Broadllyne Technologies Pvt. Ltd. (BTPL) in 2005 an IT Services Company specialized in Education and IT services domain. BTPL developed and implemented first of its kind Education ERPs for School, Colleges and provided application development services to various Organizations. • Conceptualized and developed a unique online digital language learning platform – eduologue for anytime-anywhere language learning. • Conceptualized and architected online CA Audit management System to automate Audit processes, first of its kind in India. • Designed eLearning custom contents for the courses related to finance for CA Courses, USCPA courses, IFRS, Policy and Procedures for ADIB, Derivatives course for leading Financial services Company etc. • Designed eLearning courses for Technical and Behavioral training for Geometric Limited, UASC, Etihad Airways, Marico etc. • Consulted and developed applications based on process systems for Government Organizations like Central Institute of Fisheries education (CIFE), CIRCOAT, Western Railways etc. • Conceptualized and Developed Human Resource Management System (HRMS). • Consulted Number one CA Coaching Classes in India for Franchise development, Train the Tutors program etc. • On the Advisory Board of M.M.College of Technology, Raipur - India. • Lead Special Audit Team at Tata AIG and Themis Pharmaceuticals in 1999-2000. • Special Judge at Students In Free Enterprise (SIFE) a global entrepreneur competition. • Consulted various IIT-Powai incubated start-ups like Webaroo and Computer Masti on Business strategies and development. • Project Consultant to Chanakya Insitute of Management, All India Local self Government outfit for ICT in Government Schools project. • Conceptualized and developed first of its kind community and training portal for Food industry, Food industry professionals Academy (FIPA). Integral part of content development team for developing training modules based on new FSSA Act. • Mentored various Companies in defining business plans and financial projections. Also assisted them in raising PE and Angel funds. I can be your friend, philosopher and guide for your business or projects and be rest assured its done.

    $42.00 /hr
    589 hours
    4.97
  5. David M.

    David M.

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

    United States - Last active: 9 days ago - Tests: 7 - Portfolio: 2

    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
  6. Ryan D.

    Ryan D.

    Financial and Economic Research Analyst

    United States - Last active: 1 day ago - Tests: 3 - Portfolio: 1

    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
    53 hours
    5.00
  7. Christopher M Hodge

    Christopher M Hodge

    The Problem Solver

    United States - Last active: 1 month ago - Tests: 13

    *Bring prospects to your website through superior SEO, LSI and generally great written content *Position you as an expert in your field *Drive sales to the max with brilliant web copy *Write your next best-selling book *Save you the time it takes to do this yourself I make goals, not excuses. I often exceed these goals, so you get your written work when you NEED it. I write so both search engines and people like what they see. Good SEO is a start, but great content keeps people coming back and referring their friends. Got a project you need done professionally? Send me a message!

    $83.33 /hr
    0 hours
    4.93
  8. Karol aka charles-chaim S.

    Karol aka charles-chaim S.

    Freelance writer and consultant

    Poland - Last active: 1 day ago - Tests: 26 - Portfolio: 1

    I am not into all the pissing contests (eg.: Yes my dear Sir, hire me because I am the best). Preferring to focus on issues, not on hustling. I don't care about your background (eg.: We are 5 star oDesk provider) - in exchange asking not to be cross examined. Especially if you ask me to spill any details about previous projects. Why? Imagine that your employee gives you FABULOUS overview of his previous projects. You hire him, he does his job. Later he tells about the job he performed for you anytime someone asks him. Do you like it? Some of people here are real professionals - please, spare us from generic questions (why have you applied to this job - top of the tops) unless you like generic or cheeky answers. For dessert: In the market economy the worker sells his services as other people sell their commodities. The employer is not the employees lord. He is simply the buyer of services which he must purchase at their market price. Ludwig von Mises

    $33.33 /hr
    0 hours
    4.94
  9. Nelson Duarte

    Nelson Duarte

    International Legal Assistance

    Brazil - Last active: 1 day 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
    3 hours
    4.98
  10. Olga S.

    Olga S.

    Financial analyst, Business valuation and consulting

    Russia - Last active: 1 month ago - Tests: 6 - Portfolio: 1

    Top Rated oDesk Freelancer with 5.00 STAR rating and Fluent in english ✔ "100% Job Success" Badge on profile ✔ 7+ years of corporate experience as Financial Controller in FMCG and major start-ups. ✔ Certified management accountant (CMA) ✔ Diploma in Financial reporting DipIFR (ACCA) ✔ 100% flexible, can work in any time zone I possess extensive experience in: ✔ financial reporting (Profit & loss statement, Cash Flow, Balance sheet) ✔ cost controlling ✔ financial analysis ✔ investment analysis (NPV, IRR, CAPM) ✔ budgeting ✔ business valuation

    $45.00 /hr
    2 hours
    5.00