Financial Planners & Advisors

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  1. Eulanie marie P.

    Eulanie marie P.

    Freelance Consultant/Writer (Bus.Plan/Proposals/Personal Assistant)

    Philippines - Last active: 3 days ago - Tests: 4 - Portfolio: 4

    An achiever whom prioritizes in ensuring client's satisfaction with quality and best results. Target to assist in realizing specific projects according to the requirements with a positive attitude and determination. Assisted in realizing challenging projects with clients from Australia, Middle East, Africa, Europe and Asia. As a unique individual, yours truly is deemed fit for the job. With exceptional qualities and long year profession and experiences in Corporate Management and Business Development, i have provided extensive and quality services to clients in the business industry, and/or business management and customer oriented industries. I am very much workaholic, target/goal oriented and loves to do the job on time with exceptional and outstanding output . I package Business Plans, Project Proposals, Training Proposals, Research and Development with extended services in the Administrative and Human Resources. I also provide Personal Assistant roles.

    $16.67 /hr
    513 hours
    4.90
  2. Aileen M.

    Aileen M.

    Bookkeeper, Accountant

    Philippines - Last active: 1 day ago - Tests: 5

    Competent bookkeeper. Well rounded in accounting system and processes. Reconstructed accounting books and data of a medium sized business redoing everything and cleaning up books to show accurate and documented, fully reconciled accounts. Handled dual currency reports in excel plotting a good financial report for management purposes. Excellently managed Accounts Receivable of a company doing an extensive report and tracking and collection from over a hundred customers and clients. Matching of revenue and expenses for particular projects. Managed Accounts Payable. Monitor and plot budget. Accounting for joint ventures in one spread and ensuring proper pay-out to partners. Accounting for stock investments. Investment research. Extensive bank reconciliation - credit cards, debit cards, current/savings account, assigned receivables. Accrual and cash basis accounting. Bookkeeping for an REO handling utilities, reimbursement submission to various banks, tracking reimbursements. Payroll processing for over a hundred virtual assistants.

    $10.00 /hr
    3,165 hours
    4.92
  3. Srikant J.

    Srikant J.

    Chartered Accountant/ Bookkeeper/ Financials,Forecasting,Excel expert

    India - Last active: 3 days ago - Tests: 17

    I look forward to providing reliable and qualitative finance & accounts related services to the clients thereby benefiting them and growing professionally along the way. Experience: I am a qualified Chartered Accountant with over 6 years of experience in various domains of finance like accounting/bookkeeping, auditing, financial statements preparations, forecasting, financials analysis, taxation etc. I have worked majorly with Big 4 consultancy firms in their auditing and advisory divisions. I have been involved in several assignments relating to US GAAP, IFRS and Indian GAAP. I have experience on financial projections, analysis, forecasting etc. Software/Applications Experience: I have used several accounting softwares available in the market and am familiar with most of them. I am an expert in MS Excel and am very comfortable working on most complex functions on excel.

    $16.67 /hr
    192 hours
    4.98
  4. Bacha R.

    Bacha R.

    MQL4/5, cAlgo, NinjaTrader, Algo Trading, C++

    Pakistan - Last active: 5 days ago - Tests: 3 - Portfolio: 5

    I am Experienced programmer, provide state of the art solutions and products using cAlgo, MT4, MT5, Ninja-Trader and other algorithmic trading platforms. Whatever you trade - Stocks, Options, Futures, Forex - our services are for you. Services included but not limited to as follow: Programming custom automated trading strategies and indicators. NinjaTrader, MetaTrader (MT4/MT5), MultiCharts, cTrader (cAlgo), OEC Trader, TradeStation. Primarily but not exclusively C#, MQL4/MQL5, and EasyLanguage. High level of security and complete confidentiality of your trading idea. Fixed price for your project. Personalized dedication to each and every customer. Retail as well as Quantitative analysis trading strategies development MT4/MT5 Server plug-ins developments. Forex & Commodity Algorithmic Trading tools / software development using current technologies / tools including MT4, MT5, CAlgo, Ninja Trader, Trade Station, MATLAB and VTL etc. Asset, Forex Trading and Consultation

    $20.00 /hr
    204 hours
    4.68
  5. Akanksha Agrawal

    Akanksha Agrawal

    Turning Plans into Profits

    India - Last active: 6 days ago - Tests: 6 - Portfolio: 3

    Starting a new venture, launching a product, raising capital, expanding your business – The keys to success for all of these are a winning concept and a clear plan. For more than 13 years I've worked with large and small businesses to make them more successful. From starting a business or creating & launching a new product, to growing profits and expanding into new markets, I have developed strategies and written plans that work. Content-writing, copy-editing, article-writing rewriting, copy writing technical-writing ,proofreading , business-analysis ,SEO ,research creative-writing ,business-writing ,script-writing , business-plans, market research, statistical analysis, equity analysis, Website development , project management. I am interested in Project Management and Consulting. I can work with existing companies and start-ups, helping you turn a great idea to a REAL working project gaining revenue ☼ 10 years of Management experience with expertise in the following - Strategic Planning, Account Management, Project Management, Process/Procedure Improvement, Systems Architecture, Business Analysis, Client Needs Assessment. ☼ 3 years of proven experience using Scrum and applying Agile principles, practices, tools and techniques to expedite the development and delivery of technical solutions and to support the emergence and persistence of self-organizing high performance teams. ☼ Managing large international engineering and outsourced teams, with successfully managing numerous simultaneous projects of varied scale and complexity. ☼ Leading hands-on product development through entire Software Development Life Cycle, Skilled in leading teams to deliver and support firm wide strategic initiatives, including mission critical applications. Specialties:- ~ Agile Project Management ~ Product Development ~ Marketing Strategies ~ Pitch Deck ~ Research and Development ~ User story and use cases creation ~ Coordinating a remote/dispersed team ~ Business plan writing

    $16.67 /hr
    254 hours
    4.70
  6. Sandheep C

    Sandheep C

    Microsoft Excel/VBA Expert

    India - Last active: 2 days ago - Tests: 6 - Portfolio: 7

    I'm an experienced macro programmer. I create all types of excel projects using advanced VBA. I can virtually create any complex macros, interfaces (with backend data), automated & dynamic dashboard type reports and ad-ins in excel. Over past 14+ years I created numerous projects where I used Userforms, Smart & Robust UDF, Windows API functions, all types of advanced & complex excel formula, Events etc. I do robust and professional coding on all of my projects. I can create smart projects which are even driven by irregular data with millions of records.

    $22.22 /hr
    1,605 hours
    4.70
  7. Vikash Agarwal

    Vikash Agarwal

    Accountant/Bookkeeper--Quickbooks/XERO/Data Entry/Excel and VBA Expert

    India - Last active: 1 day ago - Tests: 12 - Portfolio: 2

    I am a Certified Chartered Accountant and a XERO Certified 2014 with 8+ years of experience (including off-shore) with diverse geographic, domain and profound industry knowledge across multiple sectors and markets. I am providing bookkeeping and accounting services for business set ups across the globe. I have been working on all globally recognised softwares including XERO; Quickbooks; Freshbooks; Clearbooks among others. If given a chance, It would be my pleasure to assist you with bookkeeping and preparation of financial statements for your year end reporting and for reporting sales tax / GST and VAT (as relevant). I have specialisation in budgeting, forecasting, financial modelling, planning, financial analysis, business valuations. I also offer services like data entry, data mining, web research and other data management services. My core competency lies in my analytical skills and I have been doing bank reconciliation statements, management accounting, budgeting, to preparing of financial statements. I also specialise in Data management where I with my network and resources arranges business and market data globally. I provide all sorts of statistical and analytical reports on the data’s. I have skills and expertise in QuickBooks, MYOB, Tally. I provide bookkeeping and tax preparation services at a very affordable rate. Seeking a challenging and responsible financial/accounting work where natural abilities, experience, education and assertiveness will be most effectively and profitably utilized. 1. High-end excel related work – small excel based accounting/bookkeeping models, creation of extensive macros, creating pivots, charts, auto invoice template generation, etc. 2. Creation of Business plans, forecasting, business modelling, business valuations, budgeting, etc. 3. Para planning, creation of Statements of advices, Investment planning report, providing financial advisory services and portfolio management. 4. Data arrangements, data analysis in different forms (charts, graphs, etc.) 5. Setting up chart of accounts 6. Accounts Receivable -this also includes matching invoices to purchase orders received 7. Accounts Payable (Matching invoices to purchase orders, matching payment receipts to account - credit card or bank - transactions). 8. Account Reconciliations and weekly/monthly status reports. 9. Payroll (Managing payroll - through online payroll software - for small to mid sized businesses) 10. Tax Preparation - for Individuals, LLCs, S-corps, Corps and Partnerships

    $16.67 /hr
    1,284 hours
    4.61
  8. Evans O.

    Evans O.

    Math Course Writer/Freelance writer/Proofreader and Editor/Mathematics

    Canada - Last active: 2 days ago - Tests: 5 - Portfolio: 1

    Over the past 7 years, I have worked for a number of online companies providing content for Websites, Blogs and as a math/science writer, and statistician. My areas of specialty include article writing, web-content management,SEO, blog, ebook and white paper writing. My other areas of specialty include mathematics, statistics, business, sciences and actuarial science. I deliver first-class work, with mathematical content that is accurate as well as clearly expressed, and that is 100% professionally finished. My primary objective is to extend my professional services to clients all over the world with high level of diligence and ethics. Professionalism and quality are hallmarks of every project I work on, even when the deadline is tight. My varied work history, top notch skills and experience exemplifies my eager for new challenges and delivery of high quality of work.

    $11.11 /hr
    1,292 hours
    4.77
  9. Sheila D.

    Sheila D.

    Bookkeeper l Admin Assistant

    Philippines - Last active: 1 day ago - Tests: 15 - Portfolio: 4

    ~ Accurate and Timely Services ~ My main objective is to be of help in the field of Accounting. Accuracy and timeliness are the basics of my bookkeeping service. I am a highly organized person with above average research and analytical skills. My mathematical ability has always been very useful and at times proved to be helpful to my former colleagues.  I am a responsible individual. You can rely on me to deliver quality work within the time agreed. Aside from doing bookkeeping and accounting related tasks, I also have been doing project management, email and calendar management, and miscellaneous research. Services: Bookkeeping General Accounting Financial Reporting Billing Payroll Multiple Bank Reconciliation Project Management Email & Calendar Management Tools/Softwares Used: QuickBooks (Desktop & Online) FreshBooks Wave Accounting QuickBase Google Docs, Spreadsheet, Presentation Mind Body Online Basecamp, Asana Dropbox PayPal, Authorize.Net Zoho Insightly JobScore Sugar CRM Mind Manager (Mindjet) Survey Monkey MS Office (Word, Excel, Powerpoint, Access)

    $12.22 /hr
    2,969 hours
    4.03
  10. Snehal Joshi

    Snehal Joshi

    CPA, Australia - Accountant,Expert in Xero, MYOB, Saasu,QB,Wave

    India - Last active: 1 day ago - Tests: 1

    Over the last 14 years I have been working on various facets of finance and accounting for Australian clients. My core competency lies in smooth migration of accounting systems bookkeeping,accounting, tax preparation and financial management. I am seeking opportunities to provide excellent service in all aspects of accounting and business services. I have also worked on several accounting softwares like Xero, MYOB,QB online, Navision,Wave.

    $20.00 /hr
    5,082 hours
    4.54