Financial Planners & Advisors

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  1. Qihui S.

    Qihui S.

    China Resource, VA, Taobao,Amazon,Alibaba, Shipment, export/Import ,

    Malaysia - Last active: 13 hours ago - Tests: 3 - Portfolio: 48

    Your Satisfaction is My Goal Which I Will Try My Best to Approach . My clients are from different countries, (Australia, France, U.S.A. Canada, Israel, U.K, Italy, Argentina, Switzerland, Thailand. Saudi Arabia , Japan, China , Malaysia. SIngapore) I am a native Chinese and live in Malaysia now , I could speak fluently English , Chinese, Cantonese, Hokkien (Taiwanese). I worked at garment line for 9 years as a Merchandiser & coordinator manager.Now I am full time mum and work at home as Freelancer, I have flexible time at least 8 hours per day. I am hard-working, reliable, efficient, good-time management, punctual person. I always want to make things done with highest quality as possible. I am an experienced research specialist, marketer, translator, data entry , Taobao related, Resourcing , shipment arrangement out of Asia to Europe and American, Import and export experience, Amazon Seller Central stock control experience ,Amazon order details follow up, Amazon shipment quotation and arrangement management. Payment Processor and Forex experience etc..., I am the bridge that let you know Asia market grow up your online business , And I have a great eye to focus on task details . I own a excellent ,high-speed (10 Mbps) ,stable internet connection support for my royal clients.

    Groups: oTranslators

    $12.78 /hr
    5,899 hours
    4.97
  2. Le cecile D.

    Le cecile D.

    Excel Expert/Marketing Analyst/Data Encoder

    Philippines - Last active: 13 hours ago - Tests: 5

    I am a Marketing analyst with over a year experience in the field and with over 4 years experience total being a workforce analyst. Anxious to provide service in statistical analysis and other areas such as data analyst and customer service and support. I am currently working as a Marketing Analyst Supervisor and have a previous experience as workforce analyst, specifically working on schedules, and data analysis. I have an advance proficiency in MS Office especially Excel. I have experienced using the following CRM; Salesforce Oracle Incontact

    $7.78 /hr
    2,067 hours
    5.00
  3. Sherry Sharon Malinawan

    Sherry Sharon Malinawan

    Administrative Support, Website Management, Data Entry, Research

    Philippines - Last active: 13 hours ago - Tests: 7 - Portfolio: 7

    My main objective is to contribute my skills in a position with a growing and dynamic firm. I search for new experiences and challenges to learn new things and improve my skills, and provide exceptional contribution of service for all my clients. Over the last 10 years I have developed my skills on MS Office like MS Word, MS Excel, MS PowerPoint, MS Publisher, and all MS Office Tools for Administrative support, Virtual Assistant, and Data Entry Jobs. I also managed websites in Wordpress and social media platforms like Facebook, Flickr, Thumblr, Yelp, TripAdvisor, Google+, Trekaroo, Pinterest, Stumble Upon etc. My experience includes but is not limited to: customer service and support, planning both new applications and strategic work, problem isolation and analysis, application and requirement analysis, and process improvement and application documentation.

    $5.56 /hr
    1,271 hours
    4.98
  4. Marilyn Alequin

    Marilyn Alequin Agency Contractor

    Quickbooks Certified Proadvisor, Corporate & Tax Accountant

    United States - Last active: 13 hours ago - Tests: 6

    Corporate accountant with more than 25+ years experience in general accounting, corporate finance and cost accounting. A Professional tax accountant registered with the IRS and an expert in dealing with the IRS. I offer payroll service via a system that is fully in compliance and able to electronically file all payroll taxes and deposits. I specialize in Quickbooks & Xero accounting systems setup. My ultimate goal is to provide a high level of excellent customer service to all my clients so that we can build strong business relationships that would help both of us achieve our common goals.

    Associated with: Imperial Accounting Solutions, LLC Agency

    $40.00 /hr
    6,340 hours
    4.90
  5. Nosheen S.

    Nosheen S. Agency Contractor

    Medical Billing Project Manager

    Pakistan - Last active: 13 hours ago - Tests: 3 - Portfolio: 41

    To work as a Medical Billing Project Manager or in another Healthcare position which, fully utilizes my skills and experience while offering an opportunity for advancement. I have worked 12 years in a US-based company. From a Medical billing specialist, AR, EDI Analyst to Management level had almost performed all the tasks related to Medical billing. As Manager Operations I lead the group of 120 employees and look after all of their administrative and operational tasks. As a Manager Special Projects, Manager CPI and a Strategic Analyst I have worked on Company top priority projects. I have also made company's Business and strategic plans and also worked on highest priority projects and acquisitions assigned by company CEO and GM. I was the part of company's top managements so in that way mostly involved in making marketing strategies and guiding marketing executives in their projects. Financial analysis also been done for different projects. I have also experience to communicate with US doctors and other third party healthcare staff i.e. insurances, doctors, clearing houses and other third party payers. I have also visited US and visited doctors’ offices and hospitals to completely know about their processes. a) Medical Billing Services includes the following:- - To check Eligibility and verification of patient’s health benefits from insurance carrier’s website and through Phone. - Create appointments on scheduler while receiving patient calls - Full patient demographics and charge entry - Insurance claims submission (primary, secondary or tertiary) - Accounts receivable analysis with corrective and preventive actions and decision making for Collections - Strong claims follow up on denials from insurances like Workers Comp, Medicare, Medicaid, BCBS Semi Government, Managed care and Commercial Insurances (Aetna, BCBS, Cigna, UHC, Oxford etc...) - Patient billing inquiries as per received information from provider office - To check claim status from insurance, websites, auto response unit and via live calls. - To make on call appeals for reprocessing of incorrectly processed claims based on billing knowledge - ICD9, CPT and HCPCS Coding and/or review, Encoder pro Expert licensed version guided for correct coding - Daily, Monthly and annual AR Financial reports preparation - Custom reports where required - Patient billing as per instructions - Credentialing guidelines - Consulting/Training - Super bill review - Appeals (b). Medical Coding - To research the right DX and CPT code according to medical records - Provide right DX pointers for the first time to avoid payment delays - Suggest appropriate modifier for maximizing the revenue via Encoder pro Expert licensed version (c). Specialties Anesthesiology Cardiology Chiropractic Dermatology Emergency Medicine Endocrinology Family Practice Gastroenterology General surgery Geriatrics Gynaecology and obstetrics Internal Medicine Pneumology Orthopaedic Otolaryngology Pathology Pediatrics Physical Medicine and Rehabilitation Physical Therapist Psychiatry Neurology Radiology Radiotherapy Rheumatology Urology

    Associated with: Nosheen

    $6.67 /hr
    4,209 hours
    5.00
  6. Marcelo S.

    Marcelo S. Agency Contractor

    VBA Excel on the client side with PHP/MySQL in the background.

    Bolivia - Last active: 19 days ago

    I am a multi-task and self-thought developer. I work developing solutions with VBA Excel 2003 and 2007. This means -- not only macros. Excel works on the desktop -- online and live -- with PHP and MySQL server side. This is like exactly an AJAX application!! Excel can retrieve data from the server asynchronously in the background. If a new challenge comes I always accept it and learn fast to provide the best solution and satisfy my client. I have always look for long-term business relationships. I don't work in fixed price jobs, please understand.

    Associated with: Galindo Consulting Group, Inc. Agency

    $15.00 /hr
    2,202 hours
    4.84
  7. Fernando Burgoa Huayhuata

    Fernando Burgoa Huayhuata Agency Contractor

    Test to assure it works, QA to be the best of the best.

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

    I am perfectionist to the limit, I like to test things and to push until it is pixel perfect, when I have to describe a functionality problem I give as much detail as I can so the repair is done in the smallest period of time. I am organized and structured, I am a professional that get the things done. When I work in a team I like to be the one that helps to get things better, not only the one that finds errors, there is a huge difference there, and I be leave that the team work is the soul of a development team.

    Associated with: Globalnexo

    $7.78 /hr
    4,633 hours
    5.00
  8. Faiza R.

    Faiza R. Agency Contractor

    Finance Professional/Budgeting Expert/QuickBooks Expert

    Pakistan - Last active: 1 day ago - Tests: 3 - Portfolio: 1

    Services offered: - Very good at cleaning up accounting records and setting up new systems. - I specialize in Quickbooks Desktop, both US and Canada Edition - I can work also with different accounting programs. - Attention to details, ethical practices and working on behalf of my client’s best interests - Pro Advisor Quick Books experienced at cleaning up and setting up Quick Books for clients - Payroll - General Bookkeeping and data entry - Ledgers and journals - Financial statements to help you see the whole picture - Invoicing and collections - Data base and inventory control - Creative and business writing for business and individuals - Web and Graphic designer - portfolio available at http://tajiscreations.webs.com/ and https://www.youtube.com/user/786creations

    Associated with: MHB CPA and Associates

    $6.67 /hr
    2,987 hours
    4.64
  9. Risdon Edward II Ybanez

    Risdon Edward II Ybanez Agency Contractor

    CPA | Certified Quickbooks Pro Advisor | Xero Certified | CFA L2

    Philippines - Last active: 13 hours ago - Tests: 9 - Portfolio: 15

    I have an excellent track record and extensive experience ready to help your company in unlocking your potentials and excel within the following areas: A. CPA & Bookkeeper Functions: 1. Independent full time Accountant/Bookkeeper for US, Canada, UK & Australian based small and medium companies. (Quickbooks & XERO) 2. Corporate Finance a) Financial Analysis and Reporting b) Business analysis and planning c) Budgeting and Financial forecasting & modeling d) Financial Statements Audit/Review/Compilation e) Other financial services B. Management Consultancy Services (CFA Level 2 No. (6539663) 1. Investment Management Professionals a) Project evaluation b) Stock analysis and recommendations c) Bonds analysis and recommendations d) Other alternative investments(Private equity,real assets & etc) analysis e) Risk Management/Position Sizing f) Fundamental Analysis (asset valuation, merger/acquisition, forecasting & modeling) g) Portfolio Management/ Asset Allocation/Economics

    Associated with: REY Accounting & Management Services Co.

    $16.67 /hr
    3,866 hours
    4.99
  10. Jesilin Ballon

    Jesilin Ballon

    Efficient &amp Effective Customer Service/Sales Representative

    Philippines - Last active: 2 months ago - Tests: 2

    My commitment is to ensure both clients & customer expectations will be met or even surpassed by providing proper resolutions in a timely manner. And, My ability to prioritize which is what Im doing for the last 7 years that makes me last in the BPO industry. I have experienced with Sales, lead generation & customer service with collection background; data entry, Microsoft Words & Microsoft Excel.

    $3.33 /hr
    1,346 hours
    4.00