Financial Planners & Advisors

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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

Shafiqul I.

Shafiqul I.

Quickbook/Xero/Certified Accountant

Bangladesh - Tests: 9 - Portfolio: 7

**Bookkeeping and Quickbook/Xero Solutions Provider** Certified Quickbook online ProAdvisor. Qualified CMA (Certified Cost Management Accountant) in Bangladesh and Post Graduate Degree in Accounting . Service Description: -I would like to works clients are small businesses and have never touched their accounting or need clean up, and setting up and entering their records from scratch. I will essentially set up the chart of accounts, and filter upload the transactions utilize QuickBooks online/Quickbook Desktop and Xero online. -Clients who are already cleaned up simply require weekly data entry and weekly bank reconciliation. I would like to work with them every week long term basis. -Convert PDF statement to excel/csv file and upload in QBO and xero. -Setup and record Inventory item Quick Enterprise, QBO and Xero online. Fishbowl Inventory -US Sales Tax and Australian GST-BAS, Integration via apps zapier with quickbook online and xero online, Jobber, Zaxis, Shoeboxed, Paypal and Amzon -Advance excel, Access database, Google sheet, pivot table, data analysis, chart and graph & presentation. -Provide services prepare company financial statement followed by IFRS and US GAAP, stock valuation by discounted cashflow method, NPV, IRR and ratio analysis work . I established myself as a 100% success freelancer. I love technology and love to learn new apps. If you are using some unique apps and software, I will like to learn and deliver you services on that and more than happy to offer reduced rate for my services on this part. **Money Back Guarantee*** I offer services professional way . If I do not provide services within time or If you are not happy with my service for the first 5 hours worked, I will refund you complete payment with "no questions asked". .***Communication*** My time zone is UTC+6 . I can be approached 24/6 via Skype, Gmail, Upwork messages apps.

$8.33 /hr
680 hours

Junaid Rehman

Junaid Rehman

Chartered Accountant with Master's Degree in Finance

Pakistan - Tests: 2 - Portfolio: 2

Experienced bookkeeper, finance controller and finance consultant at both national and international companies. Focusing on UK, US and Australia. I've used several systems, such as ERP, Sage, Tas, BigMac, I have found this the most user friendly of all. I can help you in maintaining your monthly and annual accounts, budgeting and projects with Setting up your company on different software. Following are the fields in which we have specialities, -Bank reconciliation -Accounts payable -Accounts receivable -Planning and budgeting -Cashflow forecasting -Multi currency accounting -Credit control -Preparing and submitting the VAT -Profitability report -Month end reporting

$4.50 /hr
626 hours

Andrew S.

Andrew S.

Investment Analyst

United States - Tests: 5 - Portfolio: 6

Financial economist/analyst with knowledge and skills in forecasting, valuation, risk management, accounting, statistics, data mining, and investment management; experience working with statistical and financial software such as Microsoft Excel, SAS, R, and MATLAB. I also have experience designing test items for the GMAT, GRE, SAT, and ACT. Further, I have knowledge of the MBA application process. I am currently studying for my MBA with a concentration in finance. I previously earned a Master of Science (M.S.) in Economics, concentrating in Financial Economics. I previously earned a Bachelor of Science (B.S.), double majoring in Biology and Psychology while minoring in History. I hold the Series 7 (General Securities Representative) and Series 66 (Uniform Securities Agent & Investment Adviser) licenses.

$50.00 /hr
488 hours

Andriy A.

Andriy A.

UpWork Verified "Magento Expert"

Ukraine - Tests: 4 - Portfolio: 3

I have good experience in Creating Magento shop from scratch: import/export customers & products (incl.Configurable), migration, upload data, upgrade, multi-languages/currencies, speed-up, SEO, theme changes and customization with code... My goal is to satisfy clients with outstanding performance and provide delivery of project within the given time frame maintaining quality and security. Bug free project delivery is the key motto in my mind during development and growing your business. Daily reports of the project will be provided to You and I will communicate with You on regular basis (if needed). I will provide You a correct estimation before starting the project and after everything would be finalized, We can proceed further. I am ready to start the project immediately and deliver on time without any bugs,errors. Skill Range: - Magento Community Edition: 1.3.x,...1.9.x - FrontEnd: HTML, CSS, XML - BackEnd: JScript, PHP/SQL - Other: Adobe Photoshop&Illustrator, MS Excel (incl.Visual Basic), Python

$17.77 /hr
698 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

Mits T.

Mits T. Agency Contractor

Web Designer/Developer

India - Tests: 8 - Portfolio: 16

√ TOP RANK | I am a professional Web Designer/ Developer having 14+ years of working experience and senior level expertise in the below mentioned: - iOS and Android Game/App Development - Web development (frontend, backend - PHP, Cake PHP, Yii, JavaScript/jQuery, Zend, .NET) - Graphic Designs including brand and packaging designs. Like to solve complex problems that require research and analytic skills and I prefer challenges to boring programming. I always online via Skype/email and respond in a timely manner (if not asleep). I promise you about quality and timely delivery for any task you assign me. I always believe in maintaining long term relationships with clients. Thanks!

Groups: Bluehost Developers and Designers, MailChimp Experts Group...

$18.00 /hr
7,016 hours

Hassan Rishi

Hassan Rishi Agency Contractor

Professional Accountant - Experienced Bookkeeping Expert

Pakistan - Tests: 5 - Portfolio: 9

I have 5 years of outsourced accounting and bookkeeping experience. As an accountant and expert bookkeeper, i can prepare and maintain books of accounts for sole proprietor, start-ups and small-medium enterprises, helping them in maintaining complete sets of financial records, keep track of accounts, and verify the accuracy of procedures used for recording financial transactions. I have a diverse client base and have a hand-on experience in using different accounting software like Buildium, Clearbooks, Crunch, Freshbooks, inDinero, Mint.com, MYOB, NetSuite, Outright.com, Peachtree, Quickbooks, Quicken, Sage Line 50, Wave Accounting, Xero and WolfePak. I am Quickbooks ProAdvisor, Xero Certified Advisor and MYOB LiveAccounts Advisor. I have confidence, excellent communication skills, good numeracy skills and the resilience to be able to work long hours under a high degree of pressure. I can complete and submit Business Activity Statements, VAT Return Reports and Sales Tax Reports. I can maintain inventory records, reconcile bank accounts, credit cards, Paypal and stripe payments. Moreover, i can calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists. After several courses of financial accounting, I have a thorough understanding of most accounting issues and my eager to accept new challenges. My knowledge, skills, professionalism, and excellent work ethic are tools that I use to deliver your project efficiently. Highly adaptable to changing circumstances in the practical world, ability to work in team and face the challenging tasks of the corporate world.

$11.11 /hr
13,578 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
3,739 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