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
    293 hours
    0.00
  2. Tasha Preisner

    Tasha Preisner

    Tax Preparer a Bookkeeper

    United States - Last active: 1 month 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. Matt Layfield

    Matt Layfield

    Management Consultant & Data Analyst

    United States - Last active: 5 days ago - Tests: 19 - Portfolio: 1

    Matt is a management consultant who has worked at several Fortune 500 firms while working for Accenture. He has a wide range of experience, including data analysis and modeling, financial valuation, requirements gathering, and project and portfolio management. While very capable with the entire MS Office suite (Outlook, Word, Access, Project, Visio), he is highly skilled with MS Excel, including VBA, Power Pivot, Power Query, & Power Map. He attended Tulane University for both undergraduate and graduate degrees, both in Finance.

    $34.96 /hr
    10 hours
    0.00
  4. Stephen C.

    Stephen C.

    Expert Financial Modeler with Wall Street Experience

    United States - Last active: 27 days ago - Tests: 3 - Portfolio: 3

    I have used my expertise in Microsoft Excel to develop financial models of public and private companies for use by investors and executive management teams. I am also an expert in Capital IQ, FactSet, Bloomberg and similar financial data programs. I have working experience with VBA (which I use to automate my models), MS Access and Oracle database software. A few examples of my financial modeling work include: 1) a budget forecast model that was relied upon an an oil refining company for several years; 2) a cash burn rate analysis for stakeholders in a major iconic food manufacturing company; 3) the development of a strategy and budget model to forecast the ROI of an online marketing strategy of an eCommerce start-up; 4) the creation of a budget forecast for use in a pitch by a small music store in New York City seeking capital for expansion -- among many other projects. I am a financial analyst with equity research and private equity experience. As an equities analyst on the sell side I covered the steel and telecom services industries; as a buy side analyst I worked as a generalist, recommending successful stock ideas to portfolio managers in nearly every industry. Recently, I have started working with start-ups and more established companies, developing budget forecast models, market research and associated business strategies. In my work with stock picking and budget forecasting, I emphasize a focus on ROIC -- return on invested capital. As a stock analyst I tend to favor ideas that demonstrate growth-at-a-reasonable price. A model portfolio and examples of my deeper research are available at the link below. I continue to run an LLC engaged in equity research, market research, portfolio management and financial modeling services. My work included detailed scenario analysis of internally-used budget forecasts and cash burn rates for key stakeholders in large, privately held companies. Some examples of my past work: http://www.scribd.com/Ascendere_Associates

    $199.00 /hr
    0 hours
    0.00
  5. Christian Rischke

    Christian Rischke

    Accounting and Cost Analyst

    United States - Last active: 1 month ago - Tests: 2

    Expertise in Microsoft Suite, Excel, IDEA, SAP BI, Oracle BI, Monarch, and other software products. perform sales, production, and various efficiency analysis using excel, Monarch, and other tools. Have experience in ERP systems including SAP and Oracle, and the ability to extract mass data and turn into digestible information to drive decision making. Completed several years of budgets for $120 million and $480 million global businesses. Experienced with creating templates and KPIs to assists management in driving decisions.

    $50.00 /hr
    0 hours
    0.00
  6. Maive Hill

    Maive Hill

    Research & Development Analyst

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

    - Have worked with data analysis and IT. - Worked in product development. - Currently work doing research & development analysis. - Previously freelanced in marketing & social media - Present position contains corporate financial analysis reports being made. - Fashion Industry professional but my skills can transverse to various industries. - I work efficiently and very quickly.

    $30.00 /hr
    0 hours
    0.00
  7. Kyle Pinkerton, CPA

    Kyle Pinkerton, CPA

    SBI Consulting

    United States - Last active: 27 days ago - Tests: 4 - Portfolio: 4

    I am an expert user of Excel & Access with over 5 years of experience creating and implementing VBA Programs, SQL Programs, and process improvement automation devices. I have specializations in data analytics, financial and operational dashboards, process automation, and business consulting. I provide quality work in a timely and effective fashion.

    $55.56 /hr
    0 hours
    0.00
  8. Artem Braun

    Artem Braun

    Chief Financial Officer (CFO)

    Russia - Last active: 1 month ago - Tests: 8

    Financial executive with broad experience in all aspects of financial management, especcially Budgeting, Controlling, Financial modelling. Professional knowledge of MS Excel. Direct experience with real estate construction, telecommunications, metals & mining, financial consulting. Progressive experience in operational and corporate finance. Personally, I am very motivated, proactive, driven and goal oriented. I have a structured and logical approach to problem solving. My core strengths are strong attention to details and high quality of results.

    $30.00 /hr
    0 hours
    0.00
  9. Libor Necas

    Libor Necas

    Investment Portfolio Manager

    Spain - Last active: 1 month ago - Tests: 4

    18 years experience on capital markets - Equity Sales Trading, FX, fixed income, derivatives. Asset management, portfolio investment and analysis strong in technical analysis, fundamental analysis Project management Very good language skills - speaking 6 languages: English, Czech, Slovak, German, Russian, Spanish Very good in MS Xcel precise, detail oriented person with focus on delivery of the results Czech nationality, currently located in Gibraltar

    $34.00 /hr
    0 hours
    0.00
  10. Thomas Caceres

    Thomas Caceres

    Chief Financial Officer, Coconuts Media

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

    Currently serving as Chief Financial Officer for Coconuts Media, and online media website (coconuts.co) Previously worked as an investment banker for HSBC in Singapore (1 year), Hong Kong (5 years), London (1 year) Graduated with a degree in Economics from Harvard University Specialized in data analysis, financial modeling, and presentations.

    $100.00 /hr
    0 hours
    0.00