Financial Planners & Advisors

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Le cecile D.

Le cecile D.

Excel Expert/Marketing Analyst/Data Encoder

Philippines - 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

100% Job Success
$7.78 /hr
2,372 hours

Puneet Gandhi

Puneet Gandhi

Experienced Investment Banker at Goldman Sachs and UBS

India - Tests: 4

1. 8 years of experience across investment banking, corporate finance and financial advisory 2. Completed several transactions across M&A, equity and debt capital markets 3. Expertise across IT & BPO, Financial Services, Consumer & Retail, Metals & Mining and Infrastructure 4. Career Portfolio Statistics - 3 M&As - 11 Capital Markets Transactions - 50+ Valuation/Deal models - 250+ Investor/Board/Pitch Presentations 5. Recommendations - Portfolio Manager - Equity hedge fund with AUM of ~$1bn - CEO - IT Solutions for Asia's leading telecom operator - Director (M&A, Business Development and New Initiatives) - India's leading media house - Founder - Asia based online privacy protection firm - Co-founder - US based online market place lending platform - Managing Director - Goldman Sachs 6. Areas of Specialisation - Financial Modeling - Investor Presentations - Business Plans - Corporate Finance & Capitalization - Financial Planning & Analysis - Budgeting/Forecasting - Mergers and Acquisitions - Valuations - Fundraising Strategies - Competitive Benchmarking - Operating Metrics

92% Job Success
$225.00 /hr
1,567 hours

Joylyn S.

Joylyn S.

Expert Accountant with MYOB, Xero, QB, Saasu, Reckone Experience.

Philippines - Tests: 2 - Portfolio: 2

An expert, organized, detailed, hard-working, independent and honest accountant having 9 years’ experience in the profession, knowledgeable of different accounting software such as MYOB, Quick-books, Xero, Saasu, Reckone, Peachtree and Oracle Financials as well as using MS Excel. I worked with various clients before which relates to creation of financial forecast with KPI dashboards for business planning purposes, updating and reconciling their 1-3 backlogged data, setting up their chart of accounts and tax codes in their accounting software, finalizing and maneuvering their financial reports, regular bookkeeping and accounting work, payroll, Generation of Business and Installment Activity Statement, financial analysis, substantive audit and other financial & management accounting tasks.

99% Job Success
$5.00 /hr
1,092 hours

Wendy Larry Lozada

Wendy Larry Lozada

Excel Expert, Forex Trader, FX Technical Analyst, Researcher

Philippines - Tests: 5 - Portfolio: 7

Over the last 3 years, I have worked in a wide range of Microsoft Excel projects both online and offline. My core competency lies on complex data analysis, and I am seeking opportunities to build excel spreadsheets from the ground up for you or your business. My MS Excel skills are: - Basic and Complex Excel functions and formulas - Lookup formulas, match, index & formatting - Simple dashboards to depict key parameters with conditional formatting - Charts, Graphs, Sparklines, and Conditional formatting - Sorting, Outlining, and Filtering data - Pivot tables, Pivot charts, and slicers - Merging multiple worksheets (Consolidation) - Excel VBA, macros Besides MS Excel, I have also spent over 3,000 behind the forex charts. I may consider myself at the near mid stage of my development towards professional trading. As I improve my trading skill set, I also want to share my wisdom and knowledge on trading. I am available for any Forex related jobs or projects. Efficiency and high quality-work is what I offer to maintain trust and satisfaction of my clients.

96% Job Success
$10.00 /hr
1,949 hours

Lourdes A.

Lourdes A.

Expert Virtual Assistant in Admin Support, Web Design and Photoshop

Philippines - Tests: 6 - Portfolio: 4

Since 2009 I started Freelancing online and I gained a wide experience in Administrative Support. I learned a lot of things on my own including skills in Graphic designs, Social Media Marketing and Search Engine Optimization. I would like to engage my self to work in Customer Support Industry and I am willing to be part of any Customer Service relation and provide a great satisfaction for my future clients.

100% Job Success
$9.00 /hr
7,038 hours

D Bharathi Devi

D Bharathi Devi

Real Estate Vitual Assistant

India - Tests: 2 - Portfolio: 1

I am a Real Estate VA from India, who has been serving the US professionals over the past 7+ years. Real Estate is my niche and passion. So I only handle Real Estate related projects on oDesk. I have worked with Real Estate Investors, Realtors, Title Examiners, Title Companies, Appraisers, Mortgage Brokers, Lenders etc. As a result I have a very good understanding of the US Real Estate Industry. Below are some of the projects that I have handled in the past for Real Estate professionals. (i) Real Estate Investors : Searching for motivated sellers,searching for cash buyers, Analyzing deals, CMA , determining the ARV, making offers, posting ads on classified websites, market research, Freedomsoft, Raleflow, MLS Gorilla etc. (ii) Realtors: CMA Analysis, Broker Price Opinion (BPOs), database management, uploading listings to various websites etc. (iii) Real Estate Appraisers: Pulling comps, Analyzing comps, determining adjustments, determining the market conditions, data entry etc. (iv) Real Estate Title Examiners: examination of public records to determine and confirm a property's legal ownership, determine outstanding mortgages, liens, judgements, property restrictions and easements, inputting all findings into a title report. (v) Real Estate Title Companies / Attorney: Inputting new orders into the Title software, obtaining updated tax information, obtaining payoffs, ordering hazard insurance, ordering title searches, preparing title commitments, generating prelim HUDs etc. (vi) Real Estate Mortgage Brokers / Lenders : Contract Loan Processing - inputting new loans into the loan origination software, ordering title, insurance, payoffs, verification of Employment, Verification of Deposits, Verification of Mortgage, Verification of Rent, gathering loan document, submitting file to lender, working on lender conditions, co-coordinating closings etc. You can also check my profile for the kind of Real Estate projects that I have handled. I have clocked 2000+ hrs of Real Estate related work on oDesk and all those hours are related to Real Estate. I have a very good rating of 4.9/5. I normally work between 10AM EST to 9PM EST. So I will be available for communication during your working hours. You can communicate with me through email / IM /Skype. I work 5 days a week - Monday to Friday. I normally don't work during weekends, but can make an exception if there is a genuine urgency or expected work load. (Please do not contact me for projects which don't deal with Real Estate)

98% Job Success
$5.56 /hr
2,802 hours

Andrew S.

Andrew S.

Social Media Marketing Expert with Advanced Microsoft Excel Skills

Philippines - Tests: 11 - Portfolio: 3

The reason I joined oDesk is because of the opportunities that will help me share and impart my skills in data entry and social media marketing to any buyer who needs it. I give each and every contract my full and undivided attention and will make sure to deliver the results expected or to be even exceed the buyer's expectations. My strongest point is my passion for internet and social media. Since I understand the trade exceptionally and am familiar with all tools that govern it, I am positive that I will have much to add to YOUR company’s promotional activities. Possessing excellent knowledge of Twitter, Facebook, Pinterest, Instagram and Google+, I have it in me to effectively and efficiently create and manage promotional strategies that actually bring results. Aside from Social Media Marketing, I am also adept at creating financial models, data analysis, KPI and reporting templates using Microsoft Excel. The reports I created during my stay in A.P Moller Maersk was highly regarded as one of the best and is often used in presentations to the board of directors. The reports I create are very clear and user-friendly and most of it is automated.

98% Job Success
$15.50 /hr
4,562 hours

Marilyn Alequin

Marilyn Alequin Agency Contractor

Quickbooks Certified Proadvisor, Corporate & Tax Accountant

United States - 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

100% Job Success
$40.00 /hr
6,650 hours

D Frey

D Frey Agency Contractor


Philippines - Tests: 12 - Portfolio: 5

Looking for a full-time jobs as Bookkeeper freelancer that will be utilizes my knowledge in my BS Accountancy course. My accounting field had been expanded using the different Accounting software and experienced in my 9 years working as bookkeeper/accountant, it is my aim is to provide useful information to business owners with regards to their financial status of their businesses in decision making.

Associated with: desiretowork

98% Job Success
$10.00 /hr
8,513 hours

Simeon Petrov

Simeon Petrov Agency Contractor

Expert web researcher

Bulgaria - Tests: 10 - Portfolio: 5

In the last five years I've developed reputation of a highly skilled freelancer, delivering quality services in the areas of management, finance and administrative support. Having great reputation in a few well known websites like Odesk, Elance, Peopleperhour, Freelancer and others, I've proven to be accurate, punctual and always fair with my clients.

Associated with: Paragon Services, DMP BG

100% Job Success
$14.00 /hr
2,572 hours