Financial Planners & Advisors

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Ali S.

Ali S. Agency Contractor

Accounting, Finance, Auditing, and Business Management

Canada - Tests: 12

My aim is to work for progressing organizations with chances of career development and enhanced earnings. I have the degree in Accounting & Finance with practical experience in Textile sector, education and accounting industry. I started my career from a listed textile company, then moved to education industry to remain in touch with the upcoming challenges to the business world. At odesk platform I am working as Business Consultant and Accountant. My core competencies include business consultancy, business plan writing, quickbooks, accounting, bookkeeping and research

$20.00 /hr
613 hours

Omar M.

Omar M. Agency Contractor

Professional Marketing and Financial Data Analyst

Pakistan - Tests: 17 - Portfolio: 3

I take pride in contributing to growth of more than 150 companies from more than 20 countries in 10 different industries during last 5 years on Upwork and being rated best by all. Don't hesitate to contact me to help you take business to next level with quick turn over time, commitment and quality. Education: While working at Upwork (in past Odesk), I manage to do Masters in Business Administration from Pakistan and MSc in International Finance from UK to further improve my #communication and quantitative skills. Industries Served with key projects: Real Estate Companies ( #ListBuilding , #InvestmentAnalysis , #BusinessSupport ), Educational Institutes ( #Fund Raising ), Hospitality ( #LeadGeneration ), Fashion (Web and #MarketingResearch ), Healthcare ( #BusinessPlaning ), Beauty care ( #CompetitorResearch ), Entertainment ( #MarketingPlan ), Financial Services (Financial Services, Lead generation) Media ( #Blogging ) and Design (Blogging and lead generation with business support) Skills Acquired: While working, I acquired following skills with direct and indirect support from clients: Sales: #Salesforce ,, Google Calendar, PayPal, #Pipedrive Customer Success: Help Scout, Stripe, Typeform, #Wufoo Project Management: Asana, #Basecamp , #Teamwork , #Trello Accounting: #Quickbooks , #Freshbooks , Excel, #Expensify Marketing: Buffer, #Evernote , #Mailchimp , RSS, Twitter, Facebook, Hubspot, Search Engine Optimization and #SocialMediaMarketing File Management: Dropbox, Google Drive, Box, OneDrive Business Support: MS Word, MS Excel, MS Powerpoint, Google Docs, Google Sheets, Google Calender, Lead Generation, Email Handling, Marketing Research, Virtual Assistant Email Automation: Simplycast, Gmail, Mail Merge, Persist IQ Countries Served: UK, US, Germany, Canada, Australia, Spain, New Zealand, Norway, Singapore, Denmark Values Served: Curiosity to learn new skills, adaptability, customer oriented, business oriented, quick turnover time, Bi-directional communication, growth and profitability, Focus on results, Honesty and Excellence

$5.00 /hr
13,860 hours

Raazia G.

Raazia G. Agency Contractor

Business Plans, Financial Analyst, Presentations, Academic writer

Pakistan - Tests: 10 - Portfolio: 2

I want to excel my career as a financial and business analyst, an academic & technical writer, and a true researcher.I have almost 8 years of experience in developing marketing plans, working as an analyst, lecturer, researcher, and academic writer. During my teaching career at university level, I taught different courses of finance and marketing specialization. Computer Application in Business, Business and Technical writing, and Communication & Interpersonal Skills are some of the courses which I taught to the Non-Business graduation students. I have also written and presented many research papers in international conferences on different topics of Economics and Finance. I have guided and supervised many written assignments, research projects, and Business plans. I am well familiar with different statstical softwares like Microsoft Excel, EViews, and SPSS.

$22.22 /hr
174 hours

Rukun Ud Din

Rukun Ud Din Agency Contractor

Accountant and Virtual Assistant.

Pakistan - Tests: 9 - Portfolio: 4

*** DECLARED TOP RATED BY UPWORK *** Over last two years I have developed expertise in Accounting and Finance, specialized in Xero and Intuit Quickbooks. I am looking for achieving personal and professional growth within an excellent, target oriented, dynamic and competitive working environment. I believe in quality work. I am detail oriented, drive integrated solution, self started and aware of human psychology.

$12.00 /hr
3,527 hours

Md Riazul H.

Md Riazul H. Agency Contractor

MBA |Business Plan | Market Research |Proposal |Grant | Strategy|

Bangladesh - Tests: 10 - Portfolio: 10

| Achieved top 10% freelancers at oDesk | MBA Holder | I am Business Consultant. I have completed my MBA program (Major: Finance, Minor: Marketing) from top ranked university and achieved first class first position . My GPA was 3.93 (out of 4) and achieved 1st position from the top rank university. --------------------------------------------------------------------------------------------------------- Kindly visit my website: I am President of Business Freelancer. You will get proper idea about my activity and quality of work by visiting website. --------------------------------------------------------------------------------------------------------- Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, grants, full pitch decks, one-page pitch info graphics, agreement, academic paper etc. --------------------------------------------------------------------------------------------------------- I always maintain long term relation with my clients. If you do not hire me, let me wish you good luck in your future business. Keep it up and dream big. Thank you very much. ---------------------------------------------------------------------------------------------------------

$19.99 /hr
1,073 hours

Srikant J.

Srikant J. Agency Contractor

Chartered Accountant

India - Tests: 18

I look forward to providing reliable and qualitative finance & accounts related services to the clients thereby benefiting them and growing professionally along the way. Experience: I am a qualified Chartered Accountant with over 6 years of experience in various domains of finance like accounting/bookkeeping, auditing, financial statements preparations, forecasting, financials analysis, taxation etc. I have worked majorly with Big 4 consultancy firms in their auditing and advisory divisions. I have been involved in several assignments relating to US GAAP, IFRS and Indian GAAP. I have experience on financial projections, analysis, forecasting etc. Software/Applications Experience: I have used several accounting softwares available in the market and am familiar with most of them. I am an expert in MS Excel and am very comfortable working on most complex functions on excel.

$30.00 /hr
288 hours

Sanchit Sharma

Sanchit Sharma Agency Contractor

Accountant/Bookkeeper/Certified Consultant/QB,XERO,MYOB Proadvisor

India - Tests: 4 - Portfolio: 3

I am Certified in Public Finance Accounting and have over 6 years experience working as an outstanding remote accountant and bookkeeper for different USA, Canada, UK, Australia based companies. My Finance and Accounting services are based on different types of Accounting Software such as Quickbook, Xero, Oracle. Setting up chart of accounts/accounting set up, maintaining General Ledger, Journal, Accounts Receivable, Accounts Payable, Bank Reconciliation, Inventory Management, Fund Management, Profit & Loss Account, Balance Sheet, Cash Flow, Financial Statement Analysis and Review, Quickbooks Consulting, General Business and Strategic Planning such as budget vs actual analysis, variance analysis and all other kinds of financial analysis. I am highly proficient in MS office tool specially Excel and PowerPoint. The other reason for which i should be hired is that I focus on best possible low price competitive services to my clients and once clients are satisfied they will themselves see the value and look forward to refer my services. Looking forward for queries and thanks for viewing my profile. :)

$5.56 /hr
12,300 hours

Milan B.

Milan B. Agency Contractor

Economist /E-Commerce & Dropshipping Manager

Serbia - Tests: 6 - Portfolio: 4

I poses extensive experience in E-Commerce industry being engaged in different roles such as Account Team Leader, Order Management Specialist, CS clerk..Wide range of activities: - setting up accounts on various selling platforms ( Etsy, Shopify, Amazon, Pure N Chick etc ) - order processing / coordination with shipping providers - customer support ( communication with direct customers related to custom made requests, refund policy, feedback / reviews management etc ) - standard commercial / business development activities with vendors / manufacturers - design / implementation of marketing & sales campaigns - bookkeeping / accounting In addition, am a University degree holder (The Faculty of Economics) with strong entrepreneurial background, as well as internationally recognized language certificates (FCE, BEC Higher which reflects the highest level of business English; B1 intermediate level of German language). Thus, I can offer accounting / bookkeeping services as addition to E-commerce skills. Proficient user of latest Microsoft Office package programs (Word, Excel, PowerPoint), different types of CRM's (ZOHO CRM, Solve 360), project management solutions (Basecamp), Google (Documents, Calendar, Analytics..), different conference calls solutions (TeamViewer, NetViewer, Skype), cloud solutions (Dropbox, OneDrive), accounting solutions (Quickbooks, Xero etc) and other up-to-date business tools. I find E-commerce roles as a career path and I am looking for a long term cooperation possibility.

Groups: Customer Service Professionals

$7.78 /hr
2,903 hours

Bennett Johnson

Bennett Johnson Agency Contractor

Business Strategy| Executive Coaching | Performance Improvement

United States - Tests: 9 - Portfolio: 5

Build "Your Success, Your Way" As a Small Business Strategist and Entrepreneur Coach, I help turn entrepreneurial business dreams into business success reality. Smart Strategy, Bold Leadership, and Healthy Balance is how we "Build Your Success, Your way". It is not just my slogan, it is the foundation of how I help others reach their highest potential and find their personal peak. Love what you do! Stop wishing every day was Friday. There is no recipe for success in dreading Monday morning. Under Arete Business Methods, I define success by the number of lives I help change: 1. Entrepreneurs chasing their dream. 2. Small Business Owners seeking new solutions. 3. Quitters who have not seen the light...yet. I am the creator of the Small Business Success Unzipped podcast found on iTunes. My business blog called Arete Business Methods with Bennett Johnson offers aspiring entrepreneurs reliable and direct insight into proven methods for success. As a College Professor teaching courses in Small Business Management, I help the next generation of aspring business leaders learn the fundamentals of success. Mid-career professionals is my speciality. Most of my students are Single Parents finally finishing that degree, Corporate Managers seeking advantage through educdation and Entrepreneurs finding the courage to make that leap into small business ownership. Each student gets high levels of personal interaction to achieve their goals. Every great business consultant has the heart of a teacher. My students keep me up to date on the latest trends. My MBA level education opened the doors for successful careers as a Wall Street Stock Broker, a small business owner, and non-profit leadership experience in ten countries. My passion for all things entrepreneurial brought be me back to my first love, the love of small business start-ups. I now focus my time in helping others achieve their goals of becoming their own boss and taking control of their future. FREE OFFER: Download my Business Plan Quick Guide now! Find it in my portfolio projects section of this profile. There is no obligation, use it however you want. My only request is that you let me know how it helped you in your pursuit of your dream business. START NOW on your path to success by your own terms. Email me and lets talk! Sincerely, Bennett J. Small Business Strategist | Entrepreneur Coach Owner of Arete Business Methods MBA | Six Sigma Master Black Belt

$49.00 /hr
305 hours

Syed Wajahat Ali

Syed Wajahat Ali Agency Contractor

Accounting/Bookkeeping/ QB ONLINE, KASHFLOW, XERO Certified

Pakistan - Tests: 2 - Portfolio: 5

I am a hard working self starter having a proven ability to build relationships, provides leadership on strategies and optimization and establishe clear lines of communication with clients and partners. I am very well organized and willing to take full commercial responsibility for issues such as; managing accounts to maximize profit, customer retention, revenue generation, base growth and tenure. I am persistent in my drive for improvement and have an impressive track record throughout my career. I am currently seeking opportunity to work online and serve the best for companies who seeks exceptionally reliable services.

$12.00 /hr
1,608 hours