Financial Planners & Advisors

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  1. Brian Refici

    Brian Refici

    Corp Development, M&A, Valuation professional

    United States

    A corporate executive with 15 years of diverse experience, including: participating and/or leading over 20 buy and sell side M&A transactions; corporate finance, including $6bn of multiple long term bond issues, credit rating & capital structure analysis and interest expense forecasting for both corporate & holding company entities; executive presentations for Private Equity, Sr. Management, and Boards of Directors; Project Management and lean process improvement for business practices in the Investment Banking, Manufacturing and Insurance industries.

    $100.00 /hr
    0 hours
    5.00
  2. David Wilcox

    David Wilcox Agency Contractor

    Financial Forecasting and Tax Preparation Services

    United States - Portfolio: 2

    David has a Bachelors degree in Business Administration from Colorado State University and an MBA from the Universitat de Barcelona, Spain. He also holds the Certified Treasury Professional (CTP) designation. He has over 19 years of experience in Accounting, Finance, Treasury, and Information Systems Consulting positions both in the United States and Spain.

    Associated with: David Wilcox

    $100.00 /hr
    13 hours
    4.92
  3. Jamie Bush

    Jamie Bush Agency Contractor

    Personal Finance & Investing Expert

    United States - Portfolio: 3

    I have an MBA from Rutgers University and a Professional Certificate in Real Estate Finance, Investment and Development from NYU. I've traded stocks since I was 13 and bought my first property within a year of graduating college. I have flipped properties and got out before the 2008 mortgage meltdown because I was able to see the market turning before it happened. I've started two companies. I also have experience in antiques, collectibles, gold, silver and trading futures

    Associated with: Jamie's Money Advice

    $27.00 /hr
    19 hours
    5.00
  4. The Corplution

    The Corplution Agency Contractor

    One Window Solution for your all Corporate needs

    Pakistan - Portfolio: 3

    Corplution is the team of young, energetic, qualified and experienced Chartered Accountants, worked for Ernst & Young, who joined their hands to provide quality solutions to all the business needs of their client. Corplution in the area of management consultancy is providing wide range of services which includes financial advisory and management and accounting (based on computer systems), resource mobilization, strategic services, capital markets, information technology and human resource development/management.

    Associated with: The Corplution

    $10.00 /hr
    0 hours
    5.00
  5. Benjamin Brown

    Benjamin Brown

    Expert Accounting & Finance Professional

    United States

    Over 7 years experience providing outsourced financial consulting, bookkeeping, accounting, controller, and CFO-level services to entrepreneurs, startups, and established small and medium-sized businesses.

    $25.00 /hr
    18 hours
    5.00
  6. George Kravchenko

    George Kravchenko Agency Contractor

    Software for humans

    Ukraine - Tests: 4 - Portfolio: 10

    C# - top 1% MSSQL - top 2% IELTS - 8.0 I do love development. I do love to create nice and useful things. I do love when my customers are satisfied, and when they call me for a single reason – to say “Thank you”. I work in IT for over 9 years as * Developer – development, support and optimization of LOB applications, including high-loaded systems * Business analyst – analysis of business processes of customers, writing specifications, optimization of business processes * Project manager – as a “software PM” and a “customer PM”. “Software PM” – what usually means under these words. “Customer PM” – as a manager of customers and a coordinator of relationships with them – something like a manager, a business analyst and a “software PM” in one person. Some years ago I jumped to C# and WPF. I like unit tests – reliability is one of the most important requirement of software. I try to use TDD in every critical places, and I write some less code in another places to reduce cost of development. I like modular applications, and DI is a great thing for providing that. Prism library adds great benefits in UI development. I like simple UI – look at GMail or Apple Mail. I like simplicity in applications. I have great experience with Microsoft SQL Server - database development, queries, optimizations, restoring corrupted data.. I have great experience in developing “real” applications which are used by “real” users. I had to support my applications by phones for a long time, and I hadn’t any money for that, so I know how it is and how to develop applications which doesn’t need any support. Applications which are installed in one click. Applications where UI is so simple as it can be. A lot of applications were developed with Accent, which include RAD (it uses VBScript as internal language), ORM library, standard UI for a lot of entities etc., and this allows develop a “low-cost” applications for my customers.

    Associated with: Softumus Agency

    $30.00 /hr
    1,527 hours
    4.87
  7. Marcus Lewis

    VBA Programming, HTML Scraping, Excel Modeling, SQL, Financial Markets

    United States - Tests: 6 - Portfolio: 3

    Over the last 8 years, I have developed a wide range of spreadsheet modeling applications and database/web mining tools utilizing SQL and VBA for Applications. My core competencies are in the manipulation and development of automated spreadsheets and database applications through the use of VBA programming. I am seeking opportunities to utlilize my skill set to help you retrieve, categorize and submit information more efficiently while eliminating errors. I also have experience in the following areas: SQL data mining, automated HTML scraping, VBA for application, and Microsoft Office applications.

    $30.00 /hr
    12 hours
    4.82
  8. J. Pablo Nieto

    Quantitative trading and Machine Deep Learning Specialist

    Spain

    As PhD Engineer I am an experienced researcher and currently focus my work on quantitative analysis of financial markets exploring data, asking questions, doing “what if” analysis, questioning existing assumptions. I have ample knowledge of financial markets creating systems and analysing data from big time frames down to order-book data. Tools: Python, R, Matlab, Wolfram Mathematica, C#, F#. Also I have deep knowledge of machine learning, with deep learning networks as my favourite tool.

    $35.50 /hr
    63 hours
    4.79
  9. Jim McDowell

    Excel, Access, VBA, Automated Reporting, and Business Prcs Consulting

    United States - Tests: 2

    I am looking for contract work that can utilize my strong abilities in creating and automating Excel spreadsheets/reports. Sometimes reporting was altered to accommodate executive requests. Core reporting remained as is and created an alternate template to fulfill requests. I love this kind of work and be assured that I will professionally execute contracts with a sense of urgency. I am able to help evaluate current data reporting tools and output. Collaboratively identifying reporting needs, redundancies, and TIME!!! Automating your recurring reports that are update manually. It has saved my departments hundreds of precious weekly man hours. I wrote an extensive VBA program that allowed over 150 users to set up their standardized reporting to run on desired schedule. Reports needed the next day were set to execute overnight after the database tables updated. Necessary reports we generated, printed, saved, and available before the next business day. I look forward to hearing from business that require Excel & Access help. Have a great day!

    $25.56 /hr
    99 hours
    5.00
  10. Excel Expert Andrew

    Excel Expert Andrew

    Excel Master - Tested at 99th Percentile on Elance

    United States - Portfolio: 1

    Need an Excel-based project completed? My Excel skills are tested out in the Top 1% of all eLance users and I am equally proficient in Excel 2013, Excel 2010, Excel 2007, and Excel 2003, as well as the Mac versions of Excel, including Excel 2011 for Mac. I have completed over a hundred Excel-based projects on Elance, all with perfect feedback. I am an American and English is my first language so we will have clear communication throughout the project. I have extensive experience in Excel data modeling and Excel tool creation, including VBA/Macro-based Excel solutions. I will work quickly and will always deliver you a product that exceeds expectations.

    $40.00 /hr
    133 hours
    4.97