Financial Planners & Advisors

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  1. John P.

    John P.

    Business Finance Consultant

    United States - Last active: 6 days ago - Tests: 8 - Portfolio: 1

    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!

    $96.67 /hr
    3,226 hours
    4.94
  2. Charles Perry

    Charles Perry

    Attorney at Law

    United States - Last active: 5 days ago - Tests: 2 - Portfolio: 3

    My goals are to continue assisting individuals and businesses with fewer than fifty employees address their legal problems, and to continue helping them prevent other legal problems from occurring. I am a lawyer, licensed in California since 1986. During this time, I have represented companies in all phases of their existence. Much of my practice is devoted to helping companies address the range of legal issues and problems that can occur (labor problems, contract disputes, tax and environmental issues, business torts, IP disputes, and the like) through negotiation, arbitration, and litigation. I have also helped businesses draft their initial agreements and organization papers, prepared and reviewed agreements needed for the conduct of their business, and represented them during the sale or winding up of their business. I also work with individuals who wish to represent themselves in resolving a variety of disputes. I help them draft court papers, I coach them on arguments to make to the judge, and I ghost-write letters and settlement documents. This part of my practice is now expanding into assisting other lawyers who have a temporary surplus of work and need experienced assistance. I also have a small trusts, estates, and tax planning practice. I run a "virtual office," meaning nearly all communication will be electronic. For my clients' convenience, I have a San Francisco telephone and fax number. This structure allows me to pass substantial reductions in attorney's fees to my clients, while still providing the quality representation of an experienced and licensed lawyer in California and federal law.

    $133.33 /hr
    307 hours
    4.97
  3. Nick Phelps

    Nick Phelps

    Talented and Committed Business and Marketing Consultant

    New Zealand - Last active: 1 day ago - Tests: 2

    I have a host of experience in the business and legal sectors and am wanting to develop my skill set further with involvement in international ventures and projects. Having worked with a range of different clients and companies, I have been able to gain valuable insights into the standards required in the marketplace and have produced exceptional reports and results. I am currently involved in a legal capacity for a technology start-up and am operating several other creative projects as a hobby. I am looking for one off or part time projects which would allow me to use and further develop the skills that I have acquired. I am interested in legal research and advice, financial planning, social media marketing, market research, business plans and business writing.

    $44.44 /hr
    899 hours
    4.98
  4. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 2 days ago - Tests: 1

    I am a financial consultant who specialises in helping clients: 1. Engineer Financial Solutions to promote their financial aims; 2. Develop Strategies to obtain Debt or Equity Financing; 3. Create Strategic or Business Plans; and 4. Manage their investments whether by providing direct insights on Capital Markets or developing portfolios. I developed all of these skills through my 17 years of high-level experience in Capital Markets, Derivatives, Investment Banking, Private Equity and Treasury. Over this period, I have worked on multiple debt- and capital-raising projects, valued in the billions of dollars, with a superlative degree of success. I combine my vast experience with outside-the-box thinking, a high attention to detail, awareness of current business issues and a passion for excellence to any work I undertake. In many cases, I have been able to turn-around situations that people thought were difficult or impossible to the advantage of my clients/employers.

    $72.22 /hr
    4,147 hours
    4.94
  5. Zachary L.

    Zachary L.

    MBA Candidate Business Development Consultant

    United States - Last active: 1 day ago - Tests: 6 - Portfolio: 3

    I have worked as a business development consultant for organizations in both the private and public sector, providing everything from basic structural business mechanisms to entrepreneurial strategy advice. I have significant experience in research and reporting data, which serve as the foundation for good business and marketing decision-making. I hope to continue to use my skills for the benefit of clients who seek deliverables that are backed by accurate information. Past projects have included business plans, industry analyses, branding strategies, and market research quality assurance reports.

    $55.56 /hr
    302 hours
    4.94
  6. marcelo marques pereira

    marcelo marques pereira

    Senior MQ4 /MT4/ Metatrader Coder

    Ireland - Last active: 3 days ago - Tests: 3 - Portfolio: 2

    Hello, this is Marcelo. I am a 37 year old professional MQL4 programmer. I've been coding all kinds of MT4 EA's and Indicators for the last 10 years to many people around the world. In addition, I've been trading LIVE accounts for seven years. I finished my University in Computer Science 9 years ago and I am doing my MBA in Project Management Do not close the project before talking to me, I am sure th at I can help you with professional quality and price. Best Regards, Marcelo Dublin, GMT+0 //---------------- My Qualification : //---------------- I have over +370 reviews mark 10.0 just developing MT4 programs. ** Please do not hesitate to contact me and ask for these reviews aforementioned In addition to this, you will be able to see projects from U$30/500 to U$5000 that were concluded with 100% satisfaction

    $33.33 /hr
    16 hours
    4.97
  7. Richard Batchelor

    Richard Batchelor

    Change Management Professional (HR, OD, BPR, IT)

    Canada - Last active: 10 days ago - Tests: 2

    Richard is a well respected and very experienced Change Management Professional, specializing in supporting businesses through changes and effectively managing the impact of the change upon the people within the business. He has been delivering successful projects in organisational change, development and effectiveness for almost 20 years and is noted for developing targeting, insightful and influential multi level communications to facilitate successful change. His work with strategic human resources develops positive transformational impacts across a breadth of HR deliverables, including recruitment, succession planning, learning and organizational development and competency based framework integration for performance, development and talent acquisition approaches. He is a certified lean six sigma green belt, certified in design for six sigma and operational excellence and has delivered on many business improvement and re-engineering projects. Being a certified project, program and portfolio manager also. Richard understands the need to get the best from technology in the workplace and appreciates the need to get the right physical environment to help a smooth business transition. Richard is the President of the Toronto Chapter of the Association of Change Management Professionals and keen to develop the future integration of the practice of change management through his writings, speaking and other public engagements.

    $150.00 /hr
    660 hours
    4.80
  8. Anatoly Alekseev

    Anatoly Alekseev

    Analyst and programmer

    Russia - Last active: 1 month ago - Tests: 47 - Portfolio: 7

    Expert in VBA/Excel/Visual Basic 6/SQL, interested in Cuda, Python. Have some C++ and ASM experience. I'll be glad to help with: Optimization and automating of business-processes. Developing of decision support systems, E-commerce systems, including data interchange between Ebay/Amazon/SmugMug/ custom CRM systems. Web scraping/crawling, automated retrieval of weakly-structured data. Implementing methods of artificial intelligence (expert systems, artificial neural networks, genetic algorithms),data mining. Natural language processing tasks (intellectual textual search, natural language generation, etc). Imitational modeling (especially financial models, gaming), prediction of complex systems. Distributed applications, high performance computing (scientific computations), cloud computing (Azure/Amazon). Software reverse engineering.

    $55.56 /hr
    15 hours
    4.99
  9. Jared T.

    Jared T.

    CPA - Audit & Tax

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

    I'm a licensed certified public accountant with many years of experience in taxation (individual, corporate, not-for-profit), auditing & attestation (compilations, reviews, audits) and general bookkeeping (primarily QuickBooks). I have a diverse client base, with a focus on sole proprietors and small businesses. I have an active CPA license in PA, and I'm a member of the AICPA and PICPA. In addition, I also serve on the Board of Directors of a local not-for-profit organization.

    $50.00 /hr
    18 hours
    5.00
  10. Jacob Merchant

    Jacob Merchant

    Spreadsheet Guru and Workflow Specialist

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

    When I was 11, my parents showed me how to use Excel to track my trading card collection. Today, I'm a spreadsheet ninja. I know pivot tables like the back of my hand, I can script you out a macro in a matter of hours, and I can nest functions together in ways you've never thought possible. Big words, sure, but I back it up. I have built reports, ad hoc and repetitive, that have gone as high as the board of directors of Fortune 500 corporations. My VBA-enabled smart forms are used by front-line operations personnel, and are robust enough to handle transactions from any end user. I also have many years of experience developing business procedures and workflows. I can map out a workflow and easily identify where efforts are being duplicated or wasted. My expertise in automation has helped large companies reduce their staffing costs while reducing manual error rates and increasing overall productivity. As a business person who "speaks tech", I make a fantastic liaison between end-users and developers, thereby reducing complications during the business application development process, and making sure that the product you need is what is actually delivered. I also know a thing or three about coding and web design. Self-taught mostly; I took the intro to Comp Sci courses in college, but I picked up most of my chops modding video games and automating repetitive tasks at work. I've also taken a few Codecademy courses to round out my knowledge base. I've never spent too long in any specific language, so I actually think I have a better understanding of how computer science works than a dedicated coder who stays in one language all day does. In essence, a lot more breadth than depth. Languages I know today and are comfortable taking on work for include C/C++/C#, Java, Python, HTML, CSS, and PHP.

    $30.00 /hr
    44 hours
    5.00