Financial Planners & Advisors

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  1. Antonio Lopez Jr

    Metatrader, MQL4, MT4, VB, PHP, ASP, Excel automation

    Philippines - Tests: 1 - Portfolio: 15

    My specialty is forex trading/ metatrader EA development. To be able to provide low cost, high quality work. My rates are: Metatrader/Mql4 programming, EA development - $8/hr. PHP, ASP Programming/Website design and maintenance - $7/hr. Data entry/ encoding - $2/hr. Email Marketing/Advertising - $3/hr. You can hire me full time at a discounted monthly rate, up to 50% of my regular hourly rate.

    $8.89 /hr
    3,523 hours
    4.58
  2. Leonora Allum

    Leonora Allum

    Organizational Management & Leadership Specialist

    United States - Tests: 6 - Portfolio: 8

    My passion for success is driven by the variety of successful projects I have worked. Continuous learning has always ignited my drive, 2014 brings a BA in Organizational Management and Leadership. I have a background in finance, change management, planning, coordinating, and managing events, back office management, Social Media, customer service¿the list goes on. I want to bring my experience to you.

    $35.56 /hr
    1,461 hours
    4.79
  3. Shawn V.

    Shawn V.

    Creator//Exceler

    United States - Tests: 3 - Portfolio: 15

    Columbia MBA. US Army veteran. Ranked in top 0.02%. Tested top 1% in multiple skill areas. I am the founder, owner and sole operator of Red Nov Consulting, a firm that specializes in Excel consulting and financial analysis. I help businesses and individuals optimize their spreadsheets and create user-friendly, efficient, dynamic and unique solutions for their needs. I am fluent in visual basic (VBA) and have 15+ years experience working with Excel's advanced functions and features. I am a freelancer you can trust. I have performed 60+ jobs and received a perfect 5-star rating with multiple repeat clients. What clients are saying: - "Extremely responsive and knowledgeable." - "I can wholeheartedly recommend him." - "Went above and beyond." - "Shawn rocked!" - "Best you are going to find...period." - "One of a kind." - "Fast and professional." I hope to help you today.

    $50.00 /hr
    1,341 hours
    4.96
  4. 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
  5. Joseph Diola

    Joseph Diola

    Web Researcher/Expert Data Entry/Lead Generation/Craiglist Expert

    Philippines - Tests: 5 - Portfolio: 5

    To obtain a full time position that will utilize my persuasive abilities and outgoing personality for maximum success. I want to be part of the company that is related on my field of studies, because for me its fun, challenging and exciting. I learn faster when it comes to this field which is computer related job. Base on my experience, I really feel excitement on having new project or meeting new people on the job. That's why it inspires me working everyday. So I'm looking forward on working other projects specially on computer related job, and I will give my very best shot out of it.

    $4.44 /hr
    2,060 hours
    3.72
  6. John P.

    John P.

    Business Finance Consultant

    United States - 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
    3,374 hours
    4.93
  7. Samantha Glass

    Samantha Glass

    Financial Planner

    Canada - Tests: 3

    I have worked in both a management and administrative capacity for 20 years. I am extremely proficient in all Microsoft Office programs, and am also very familiar with the internet and all its applications. For the past 6 years I have worked from home running my own marketing, sales and real estate agency. Recently, I built an access data base for the entire Alberta region of Great-West Life. I am also currently working for a company doing internet research for start up companies and building a data base of these companies directors. I am a hard worker, detail oriented and truly enjoy working with a computer and working from home.

    $20.00 /hr
    2,593 hours
    4.69
  8. Jamin C.

    Jamin C.

    Determined Fast and Reliable

    United States - Tests: 7

    I am currently doing volunteer teaching work in France. I speak, read and write both English and French with English being my first language. I have done translation and interpreting work on an individual basis and for large groups. Over the past 4 years I've worked as a Licensed Personal Banker for 2 large banks in New York. Within the bank I managed the sales team, was responsible for meeting sales goals and assisted the manager in managing all functions of the branch. I have strong sales skills but also excellent oral and written communication skills. Part of my job was written communication with clients from diverse backgrounds. This helped me to become proficient in writing, proofreading, and correction. Also I have worked as a Personal Assistant and Manager where I was in charge of organizing meetings, travel arrangements and doing research projects. As a Personal Assistant I managed the team and kept things running in the office. I touch type 60 words per minute and I am very comfortable working with computers. I have transcribed videos and audio files. I enjoy writing and this passion has helped me to write many articles on a variety of topics in both English and French. I know the value of getting work done quickly and accurately. I am good at leading others to accomplish that same goal.

    $16.67 /hr
    6,901 hours
    4.72
  9. 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

    $7.78 /hr
    2,221 hours
    5.00
  10. Mhilanie Amposta

    Mhilanie Amposta

    Accountant

    Philippines - Tests: 8 - Portfolio: 1

    A Certified Public Accountant- passed the board exam October 2010. Currently, I am working as General Accountant in W.R. Grace Company. I am currently handling 4 company codes. I am doing the bank reconciliations, inter company reconciliations, GR/IR clearing and other month end closing activities. I have worked as an Accountant and Senior Internal Auditor in Tiera Alegre Development Corp. and Amaia Land Corp respectively. I am in-charge with checking/verifying request for check preparations, maintaining balance sheet schedules and ledgers and account and bank reconciliations. Preparing tax returns and other government requirements, assisting with monthly closings and account analysis and supporting the senior accountant in carrying out the responsibilities of the accounting department. As internal auditor, I do surprise cash counts to growth centers and responsible in establishing internal controls.

    $11.11 /hr
    1,020 hours
    4.95