Financial Planners & Advisors

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  1. Josephine C.

    Josephine C.

    Experienced Bookkeeper with Management Accounting skills.

    Australia - Last active: 4 days ago

    Have founded, owned & operated 3 x SME (Small to Medium Enterprises) in the last 20 years in printing, office automation and childcare industries: all successful businesses. A competent bookkeeper with advanced skills, I am able to prepare accounts, report on performance, provide management with accurate financial information and prepare for end of financial year reporting, including accruals, for Company accountant. Confident to tidy up existing accounts or set-up for a new company. Confident with NZ and getting experience with Australian practices. Confident with MYOB, Xero and will quickly learn any other accounting programme.

    $33.33 /hr
    262 hours
    0.00
  2. Tasha Preisner

    Tasha Preisner

    Tax Preparer a Bookkeeper

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

    I am a freelance bookkeeper, Quickbooks expert, and tax preparer with nearly a decade of experience. I started my own practice in February of 2012 to help small businesses by giving them access to professional skills without having to hire a full time bookkeeper. Don't spend your valuable time doing your bookkeeping. Spend your time doing what you do best, and let me help you by doing what I do best. Check out my website at www.TashaPreisner.com. Service Description I can set up your bookkeeping system and teach you how to use it. I can be your full charge bookkeeper. I can fix your Quickbooks glitches. I can prepare your taxes. I can do your payroll. I am excellent with: Quickbooks Pro, Nonprofit, Online, Enterprise, and many others.

    $33.33 /hr
    17 hours
    0.00
  3. Jeff L.

    Jeff L.

    Finance Director

    United States - Last active: 26 days ago

    Finance leader with broad experience in controlling, forecasting, planning, reporting and analysis of new projects and investments for Product Divisions, Sales, R&D, and Supply Chain organizations. Provide Senior Management financial/operational insight with thorough analytical and problem solving skills. Support strategic direction with an understanding of the long term view. Ability to work seamlessly with international and cross-functional groups. Strong interpersonal and communication skills with a talent for the development of Controllers and Financial Planning & Analysis Analysts. Detail oriented with solid process improvement and integration, IFRS, and SOX/internal controls experience.

    $40.00 /hr
    0 hours
    0.00
  4. George White

    George White

    Business and Finance Professional

    United States - Last active: 1 month ago

    • Significant wherewithal in business planning and project management including assembling and oversight of teams for diverse initiatives including internet, mobile and digital applications and related database and creative development. • Engaged in accounting, bookkeeping, tax reporting and financial management for diverse corporate and non-profit entities that resulted in growth, innovation and social impact in the corporate and non-profit sectors. • Established strategic plan, financial controls and systems during tenure with 1stWEST Financial which facilitated and supported 30% annual sales growth. • Developed systems for detailed production tracking and customer sales reporting processes that enabled timely identification and response to indices resulting in continued customer growth and retention and improved employee assessment and compensation practices. • Facilitated significant growth despite associated financial challenges to a company through astute expense, debt and cash flow management and financial controls enabling the company to maintain stability. • Developed metrics for detailed production tracking and customer sales reporting processes that enabled timely identification and response to indices resulting in continued growth and retention and improved employee assessment and compensation practices. • Performed analysis and developed broad strategic and marketing plans which stabilized start-up companies and generated sales growth, market expansion and long-term stability. • Researched and performed due diligence and financial modeling related to leveraging companies existing platforms to develop proprietary new business areas. • Organized, researched, wrote and coordinated legal compliance in development of Human Resources and Policies and Procedures Manuals. • Proficient in relevant accounting and financial software including Quickbooks, Peachtree and Excel. Also possess strong capability in Powerpoint, Word and various blogging software and platforms. • Strong work ethic and integrity.

    $60.00 /hr
    0 hours
    0.00
  5. Andrea Nield

    Andrea Nield

    Business Consultant

    United States - Last active: 1 month ago

    Andrea, an innovation weaver, makes things happen. She specializes in leveraging ideas, new discoveries, new knowledge, new insights and building collaborative ventures. Andrea solves problems in both service and manufacturing business sectors. Areas of expertise include not only basic business planning (including strategic plans, marketing plans, communication plans etc), market research, operating and financial structures of business enterprises but also project management, feasibility analysis, product development & life cycle planning, competitor analysis, pricing formulas & strategy, technology development and improvement, commercialization of defense technologies, manufacturing process improvement, SBIRs and STTRs, SWOT analysis, sales forecasting, cash flow analysis, risk management, public relations, employee management, policy & procedure development, risk management, succession planning, general & cost accounting, inventory management, sources of capital, and more. Additionally, Andrea is very knowledgeable in business incentives, economic recovery/stimulus tools, and regularly leverages a well-established strong business network throughout the State of CA and the Federal government.

    $75.00 /hr
    0 hours
    0.00
  6. Olga Vykhvaten

    Olga Vykhvaten

    IFRS/US GAAP Reporting Specialist/Financial Analyst/Consultant

    Ukraine - Last active: 23 days ago

    I'm looking for a challenging freelance position with opportunity for professional growth and developing leadership skills. I aspire to grow both personally and professionally together with successful, enthusiastic, outgoing and purposeful team and global organization as the whole. I strive for expanding my professional profile, improving and utilizing my knowledge and skills. I have had considerable experience in Financial reporting and analysis area. I have enjoyed the challenge of continuously applying the best accounting practices including participation in audit procedures and in-depth involvement in the full range of compliance issues to help deliver business goals. My English language knowledge is based on academic education, different English courses, Toastmasters community meetings and my continuously practical working experience. I’m experienced in preparing presentations and writing business overviews.

    $40.00 /hr
    0 hours
    0.00
  7. Klint Lewis

    Klint Lewis

    Certified Public Accountant

    United States - Last active: 5 days ago

    Professional experience includes audits, reviews, compilations, due diligence, bookkeeping, financial modeling, sale side transactional consulting, and other consulting projects for companies in a wide range of industries from software to manufacturing to banking. -Bachelors of Arts in Accounting - California State University, Fullerton -MBA with an Accounting Emphasis - Utah State University, John M. Huntsman School of Business -Certified Public Accountant in California and Utah Proficient in US GAAP and working with companies with international operations - Extensive experience managing small to large projects. Depending on size of project have teams of people available.

    $150.00 /hr
    0 hours
    0.00
  8. Nina Elita

    Nina Elita

    Research Assistant- Asst. Relationship Manager- CAIA/CFA Candidate

    Australia - Last active: 10 days ago - Tests: 3

    My latest projects include: 1. Small Medium Enterprise (SME) Lending - theme Case Study. This project was aimed at postgraduate students taking the Financial Institution Lending subject (25752) at the University of Technology Sydney. I wrote a 25 page case study using materials provided by the project supervisor. The case study comprises of industry/company analysis, financial statements, calculations and interpretations of financial ratios, as well as questions and solutions for students to practice. 2. AMP University Challenge - Financial Planning Case Study. This project was part of the AMP University Challenge competition in 2014 where the participants were to design and recommend a sound financial planning for two hypothetical clients. The main goal was for the clients to have enough for retirement and have their financial needs such as income protection and superannuation consolidation met. 3. Corporate Financial Analysis - Equity Report. In addition to industry analysis including Porter 5 forces, I and four other group members were to value a listed Australian company and to make a buy/sell/hold recommendation based on our analysis of the company. We used the DCF valuation method and conducted peer analysis to compare the company's performance against its competitors. Accomplishments: Chartered Alternative Investments Analyst CAIA) Scholarships. Chartered Financial Analyst (CFA) Scholarships. Master of Finance (GPA 3.48 WAM 82) My biggest strength is I am not easily discouraged by failures. I am a punctual and organized person, and having this trait has helped me in meeting project deadlines. Cultural awareness and effective communication is another work/life aspect I highly value and take pride in.

    $33.33 /hr
    0 hours
    0.00
  9. Pasan Perera

    Pasan Perera

    Financial Analyst/Accountant

    United States - Last active: 1 month ago - Tests: 4

    Detail oriented Financial Analyst with background leveraging CMA credentials and hands-on experience in accounting, quantitative analysis, budgeting, and forecasting. • Strong analytical skills; support business operations through analysis of key performance indicators and trends. • Provide robust modeling and reporting to facilitate executive level decision making. • Experienced in balancing priorities for short term and long range goals. • Function well independently and as a team member; respond best in fast-paced, high-pressure environment. • Consensus-driven communicator; liaise across various business units & personnel and promote organizational success. • Rapidly adapt to new technologies and possess expertise with MS Excel, PowerPoint, Access, Word, EPICOR, ACCPAC, Oracle Accounting and broad range of banking industry software & processing technologies. History of excellence in… • Financial statement preparation • Revenue analysis and trend forecasting • Managerial reporting • P&L analysis • General ledger maintenance and account reconciliation • Payroll processing • Receivables analysis and reporting • Development of spreadsheet solutions, forecasting models and analytical tools in MS Excel • Basic programming in VBA

    $30.00 /hr
    0 hours
    0.00
  10. Megan L.

    Megan L.

    Financial and Business Analyst

    United States - Last active: 8 days ago - Tests: 3

    Over 10 years of experience working with large and small data sets, drawing conclusions on margin improvement. Also experienced as a database administrator. • Review programs to determine future approach, made recommendations on strategy to grow, stabilize, shrink or eliminate • Perform analysis to identify areas for continuous improvement, design change plan, work to implement and review progress, adjusting if necessary • Analyze current processes and procedures, ensuring they produce the highest quality product and highest margin • Perform analysis on P&L identifying areas for revenue growth and cost cutting (achieved a 10% margin improvement) • Managed and maintained database • Managed data extracts into database, performing weekly QA audits • Designed reports using sequel based Crystal Reports • Developed and maintained MS Access database and reports • Lead a team of 5 individuals in implementation process • Designed, tested and implemented data extracts • Imported historical data • Created tables and other structures required in new system • Designed and implemented new end-user reports • Managed and tested upgrades

    $60.00 /hr
    0 hours
    0.00