Financial Planners & Advisors

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Ramamurthy HS

Ramamurthy HS

Quick Book | Xero | Bookkeeping | Accounting | VA | Excel

India - Tests: 10 - Portfolio: 2

I have completed my degree in Master of Business Administration specialised in Accounts & Finance and I have 6 years experience in Accounts & Finance in a well reputed CPA organization. I am expert in Bookkeeping, Accounting Principles, Budgeting, Forecasting, Quick Book, Accounting Cycle Processing & Journal Entries, Closing Month & Yearly Transactions, Payroll recording, Quarterly / Yearly Payroll reconciliation, Bank/PayPal Reconciliation Statement, Financial Management, Auditing, Data Processing, Virtual Assistant and Payroll Generate. Expert in following tasks:- 1. Invoicing & Billing. 2. Bank, PayPal & Credit Card Reconciliation. 3. Managing Chart of Accounts. 4. Weekly, Monthly Reporting. 5. Monthly Sales Tax preparing. 6. Payroll recording & Quarterly/Yearly Reconciliation. 7. Making estimate. 8. Set-up New Company Accounts. 9. Financial Report Analysis. 10. Converting from One Software to Another. 11. Other Task - required for Clients. I am always focusing in building the long term relationship with clients by providing 100% accurate/high quality work with my past experience. I am always looking forward to get good opportunities where I can utilize my skills and learn something new and give suitable suggestions for business.

$6.67 /hr
177 hours

Jeniffer B.

Jeniffer B.

Recruiting Services- Over 125K and 6000+ hours lifetime on Upwork

United States - Portfolio: 1

Professional HR & Recruitment Services Expertise in: Recruitment, Candidate Sourcing (incl. Boolean Search), Social Media Recruitment, Strategic Planning, Training and Facilitation, Process Development and Improvement, Policy Development and Improvement, & Writing on the subjects of recruitment, HR, and careers. Clients: I am available for ongoing or short-term recruiting projects. I run a full recruiting desk, with access to networks of candidates that other recruiters are unable to provide. If you're looking for a professional to represent your company confidentially to potential future employees - contact me today.

$30.00 /hr
6,473 hours

Bryan Sastrellas

Bryan Sastrellas

Financial Auditor/Accounting Analyst/Bookkeeper/Data Entry/Researcher

Philippines - Tests: 2 - Portfolio: 1

I've been in the field of Financial Auditing, Accounting and Analysis for more than 4 years. Have functional knowledge in different accounting tools, such as QuickBooks, MYOB, SAGE, Xero, Microsoft Dynamics AX, SAP, EXACT and more. I am computer literate and expert in (MS Excel, Word and PowerPoint) and a productive worker with solid work ethic who exerts optimal effort in successfully completing tasks.

$4.44 /hr
385 hours

Joy Dutta

Joy Dutta

Analytics & Data Visualization |Tableau Certified| Klipfolio| Excel| R

India - Tests: 3 - Portfolio: 24

I am a MBA and a BI Consultant in my 6th year, delivering exceptional results to Enterprise and Individual Clients in data visualization, applied statistical analyses and data management. I'm passionate about data visualization, statistics, visual storytelling, and believe everyone can make sense of their data. I create streamlined report and design data-driven static charts, interactive visualizations, and dynamic dashboards using Tableau, Klipfolio and Excel. I preform data analysis using R, SPSS and SaS. Other expertise are in Macros, Excel Automation, Web Scrapping, Data Extraction, SQL, ETL, Data Management. I look forward to hearing from you on how we can collaborate to solve your business problems or tell an effective data story together!

$18.00 /hr
414 hours

Farzan S.

Farzan S.

Research | Reports | Proposals | Thesis | Dissertations |BusinessPlans

United States - Tests: 5 - Portfolio: 4

I have an Honors degree in Engineering & Management that has trained me well in scientific writing and critical analysis of scientific & business literature. However, for the past 5 years, I have been polishing myself as an accomplished writer. I believe good writing can make or break your business. I will help you in finding your voice and communicating it to your targeted audience. Along with being a part of a team of experienced, passionate and skilled content writers since 2010, I have been working the freelance writing industry for over five years now. During this time, I have created informative articles, composed press releases, sales pages, affiliate marketing pages, developed business plans and product descriptions. Overtime, I have developed a firm grip over technical writing. I also provide editing and proofreading services. With advanced research skills, I can compose pieces on a virtually any topic. I have a fast turn around, with the ability to submit written work within a 24 hour time period or even less depending on my availability. I have a high command of the English language and can compose compelling and engaging written work. I believe that I could make a significant and valuable contribution in your firm. I assure you quality service at all times. I have strong interpersonal communication skills, presentation and report generation skills. I am efficient in producing quality work while meeting demanding deadlines. Moreover, my dynamic range of skills make me versatile to learning anything new quickly that comes my way.

$16.67 /hr
227 hours

Nikhil K.

Nikhil K. Agency Contractor

MBA,CFA,Financial Analyst

India - Tests: 2 - Portfolio: 1

Equity Research,Building sophisticated custom made financial models for Private Equity, Investment Bank and Venture Capital. A quick background about myself – I am pursuing the Level 3 Chartered Financial Analyst course. I hold a MBA from Mumbai University and a Bachelor of Engineering degree in Electronics & Telecommunication. I am a certified Chartered Financial Analyst (ICFAI, India). Additionally, I have over 5 years + experience as an Analyst & Financial Consultant. My education and experience equip me with the ability to build great models and providing quality research.

$16.67 /hr
226 hours

Sami Ullah

Sami Ullah Agency Contractor

Expert Financial Modelling, QB, Xero, Kashflow, Buildium, Receipt Bank

Pakistan - Tests: 6 - Portfolio: 17

Sami Ullah I have ten (10) years ‘of experience in statutory audits and corporate advisory practice in private sector. Ten years’ experience constitute four (4) years in PWC and six (6) years under the umbrella of Sami and Co Accounting Business and System Consultants. My major areas of expertise are statutory audit, book keeping, internal audit, development of internal controls, development of business plan and business process re-engineering. Statutory audits, Budgeting, book keeping services and implementation of ERP are conducted in compliance with IFRS. I can provide following services: Preparation of business plan Business Analysis ERP implementation Business process re-engineering Book keeping (Any accounting Package) Non Statutory External Audit Internal Audit Tax and Filing services for UK Company Secretarial Services including companies house filings and company formation Business and personal tax registration with HMRC Full Agent Services including the following: -Preparation and submission of VAT returns -Preparation and filing of company, personal and partnership tax returns -Preparation and filing of financial accounts with Companies House including iXBRL tagging of accounts -Complete payroll management including Real Time Information (RTI) submissions to HMRC

$8.00 /hr
183 hours

Farhan Yousaf

Farhan Yousaf Agency Contractor

Project Manager | Accounting & Book Keeping | Quick-books | MBA (B&F)

Pakistan - Tests: 6 - Portfolio: 8

My objective is to provide high quality services to my buyers / clients in the fields of Accounting, Bookkeeping, Finance , Tax, Corporate, HR and other support management tasks at international level in order to earn fair amount of money and to develop good relationship with people around the globe whom i work for.

Groups: BigCommerce, BoonEx

$5.56 /hr
3,740 hours

Rodney L.

Rodney L.

Expert financial planning, analysis, & modeling

United States - Tests: 1 - Portfolio: 7

My name is Rodney Lynch, and as principal of Media Financial Consulting I have a passion for what I do: taking incoherent mountains of data and helping business owners make sense of the data to help them make better (and more profitable) business decisions. The Mission Statement: To provide business owners with expertise that a part time CFO can deliver for companies that can't afford to retain this type of expertise on their company budget. I am about delivering a experience: the experience of a sound financial understanding of your business model to help you make the best decisions for your business. This is an ideal situation for businesses who need assistance with understanding their financial situation from someone with Big 4 consulting experience as well as a strong finance industry knowledge. "The bitterness of poor quality remains longer after the sweetness of low price is gone."

$55.00 /hr
2,048 hours

Rahib M.

Rahib M.

Business Strategy Consultant | Business Plans | Pitch Decks

Bangladesh - Tests: 11 - Portfolio: 7

I am a specialist in business strategy, with over 5 years of experience in strategic management, business planning, marketing, and decision analysis with various local and international brands. I have worked with defense, consumer products, financial institutions, agriculture and food distribution, entertainment and media, health improvement, green energy, and nonprofit sectors. I would love to help you out with your business. I can study the market in greater detail to identify and exploit patterns in consumer needs and the competitive environment. I can then help you apply the best practices from the diverse industries that I have worked with to create new business models that render the current competition irrelevant. If you're a startup or have a great startup idea, I can also help you develop written business plans, and amazing pitch decks to help you raise funds. If you have an existing business that's not performing upto your expectations, I can help you run a performance audit, identify problem areas, and implement change programs to help improve your organization. I am a co founder of The WayForge (http://thewayforge.com/) and occasionally moonlight as a trainer on business management, and brand management. Get in touch for a complimentary 1 hour consultation.

$35.00 /hr
1,445 hours