Financial Planners & Advisors

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Alejandro De Paz

Alejandro De Paz

Computer Science Engineer / VBA Analyst with financial background

Spain - Tests: 4

I studied Computer Science Engineering at U.P.M (Universidad Politécnica de Madrid), Spain. I have applied my software development knowledge and strong mathematical background to different professional projects, including: - Marketing database applications - Billing and invoice calculation desktop applications - Data processing applications - Accounting system interfaces I speak / write english fluently (certified C1 level).

$18.50 /hr
20 hours

Catalin Hora

iOS apps QA/Tracking Tester/Technical Support

Romania - Tests: 1 - Portfolio: 2

Hello, I am a 25 years old tech support engineer moving to software developing with an QA background, maybe it's sound crazy but it goes hand in hand one with each other. I started as a QA tester at Gameloft Romania, testing apps on iOS than switching for a while on the tracking side, BI (business intelligences). After a couple of months i'll manage to do them both side to side just to gain more and more experience. I also worked for two German companies as a freelancer (you can find them lower on my profile) since the begging of this year offcourse as a QA. I can say that now i would be interested in tech support jobs, QA, anything that has any connection with HTML CSS, Wordpress etc. So if you find me interesting enough or suitable for you job, please let me know :D Have a the nicest day ever !

$4.50 /hr
37 hours

Amit S.

Amit S.

Reliable software solutions

India - Tests: 12 - Portfolio: 3

**** Not available till April 2015****** Please do Not invite for interview or job till April 2015. Have an experience of over 5 years in IT and Finance Industry. Have worked in Financial Software’s like Bloomberg and Reuters. Have a pretty good exposure to risk management solutions. Excel and VBA have been my forte and office productivity applications like Microsoft word and Access along with SQL my regular bread and butter. What you will get from me? 1. Risk based solutions (Value at Risk , exposure calculations, probability distribution, risk metrics , portfolio optimization and BASEL 1,2,3 based calculations) 2. Corporate finance solutions (Loan , Mortgage , DCF, Balance sheet analysis, Business analysis, P&L statements) 3. Business model development 4. Excel projects implementation and optimization 5. Access projects implementation and optimization 6.Any other office , VBA related projects. Based solutions 8. Windows Based softwares (only financial products) 9. Excel , Access , Word , power point Addin 10. Database services that include database designing , optimization and developing a frontend to the database(MS Access only) 11. Data Conversion, Automation of routine tasks , mapping complex database objects. JSON to Excel , Mysql to excel and any other type of conversion done automatically. For all the above projects you will get . 1. Quality of software product 2. project completion Guarantee 3. Support even after the project is completed 4. Reasonable Rates 5. Value for money with no compromise on Quality 6.Value added services and multiple options for solutions. 7. Creative and innovative suggestions for project improvement. 8.Long term commitment I own a personal blog containing demos of software solutions in excel.

$50.00 /hr
14 hours

Rodolfo L.

Rodolfo L.

Excel Guru, Experienced Bookkeeper

Philippines - Tests: 2 - Portfolio: 6

I have considerable experience in banking operation and transactions being a bookkeeper and account officer. I prepare financial statements and manage loan portfolio and risks management. Currently, I have been working as a part time Virtual Assistant for an overseas company. My main task is to create multiple Excel powerful programming tools for data analysis and decision making. I want to be of service to any possible clients. I can do well with various range of functions from online data entry, bookkeeping, office admin support, email handling, web research, customer support representative, and many other things.

$3.33 /hr
42 hours

Randy B.

Randy B.

Talented Quanquagenarian

United States

My name is Randy Barr and I have lived in Michigan for most of my life. I am a non-practicing attorney with 16 years of experience in the financial services industry, primarily in the area of corporate compliance. As a Branch Manager and Supervising Principal for three broker dealers, I have extensive experience in both establishing and implementing written supervisory procedures. For the past 6 years, I have worked as an Independent Contractor in the Oil and Gas industry, the last two years of which have been from home. I am an extremely hard working and loyal individual who understands what it means to succeed.

$30.00 /hr
22 hours

Mike H.

Corporate Finance, M&A, Capital Raising, Strategy

United States

FINRA Licensed Investment Banker looking to help small and mid-sized businesses with corporate finance, project finance, mergers & acquisitions, capital raising, corporate strategy, debt advisory and capital structure optimization. I have more than four years representing clients in over $350 million of transaction value, alongside consulting experience in corporate strategy and supply chain management. Client experience spans a wide array of industries and sizes, including extensive work with CFOs, CEOs and Boards of Directors. Currently, I serve on two Boards of Directors, hoping for more elections in the future.

$55.00 /hr
11 hours

Meghan L

Corporate Litigation attorney with IP & IT law


Meghan is a corporate litigation attorney with practice areas in information technology law, intellectual property law, and business law. She has extensive experience in various industries including banking, financial services, Tourism & Travel and Commercial Management. Prior to attending Law School which saw her first in University, she took her MBA and worked in non-legal firms in Singapore which gave her an international perspective. With nearly a decade of experience in legal and non legal areas, Meghan now concentrates on delivering top quality legal services for small to medium sized businesses and individuals.

$30.00 /hr
6 hours

Joebel Viñas

Joebel Viñas

Loan Specialist and Health Specialist


My name is Joebel Vinas of Cebu, Philippines, I have people working with me, and currently focusing Health Insurance campaign and Home Mortgage Loan. Health Insurance, we are doing health insurance lead generation provider for about 4 years already, it just that they only accept leads from Illinois and Tennessee. I have the list of health issues and very familiar with all diseases when it comes in qualifying private individuals or group Insurance. Home Mortgage, We are calling homeowners or renters to help them saved. I finalized qualification, checked credit and run DU/LP. I am looking for a licensed broker to help me in getting the loan closed. I can provide borrower's that would like to get a loan on their mortgage. I have at least 3 years experience in the mortgage industry with expertise in loan qualification, loan guidelines and loan processing with basic underwriting files. I am very familiar with Encompass, I fill up complete 1003 loan application and review the borrower's income and structure the loan to pass the lender guidelines. As an experienced loan officer/originator you would expect hard work, dedication, constant communication for updates and fast and efficient deals from me.

$5.00 /hr
603 hours

Jose Antonio Karagdag

Jose Antonio Karagdag

Worked 6 years under Credit Risk Management of a bank.

Philippines - Tests: 2

Six years of credit risk management, being able to handle all kinds of delinquent account states. I was responsible for offering payment incentives and give customer service to delinquent card holders As an experienced banking professional, I would like to work in a reputable company where in I can continue my career. I would be making use of my past years of experience in performing my job/duties at its best.

$11.11 /hr
1,668 hours

Elisse Mendoza

Elisse Mendoza

Certified Public Accountant

Philippines - Tests: 4

I am Certified Public Accountant having worked in Finance and Accounting industry for more than 4 years. I have vast experience in handling multiple accounting programs such as Quicknet, MS GP Dynamics, Quickbooks - Reckon and Intuit, MYOB and other commercial softwares. Besides basic bookkeeping experience, I have experienced also preparing managerial reports and budgets useful for the decision making processes of the company. I was noted by my colleagues and my previous company as highly compliant with human resources - company rules and regulations due to my good track record of attendance history and outstanding professional manners. My current role was in senior accounting function for an outstanding and growing worldwide Car Rental company that is based in Australia. Should I've been regarded as a potential employee supported with good rewards and benefits, they will never regret their decision for choosing me.

$7.52 /hr
1,597 hours