Financial Planners & Advisors

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Rajesh Gurjar

Rajesh Gurjar

MBA with exceptional work histroy

India - Tests: 2 - Portfolio: 3

A keen strategist and result-oriented leader with expertise in devising strategies aimed at enhancing overall organisational growth. Possess sound knowledge of derivatives and financial risk management best practices. Significant experience in mapping business requirements, designing customised solutions with strong analytical skills and ability to analyze business practices and define optimal procedures. Deft in conducting project valuations and industry analysis aided by good understanding of financial modelling/ forecasting and valuation techniques. Adept in the use of analyzing business plans and econometric tools for analyzing financial performance, business data and price elasticity. Adroit in preparing annual budgets, business plans, internal projections and strategizing pricing structure in volatile scenario of spiraling input costs so that bottom line goals are met. Has the ability to manage the financial operations of companies and move them into growth mode

$7.00 /hr
1,178 hours

Samuel Henry

Samuel Henry

Financial Analyst, Marketer, and Journalist

United States - Tests: 2 - Portfolio: 14

This year I have been working as an analyst, marketer, and white paper writer for WST, a leading quantitative asset manager in Norfolk, VA. I have a lifetime 4.9 star rating here on Upwork/Elance. This is in the top 2% for customer satisfaction. The other rating is based on the dozens of clients I had that left NO feedback, a nearly irrelevant metric. In Nov., 2015, I have been engaged in investment analysis and marketing for Zacks Investment Research in Chicago. Last year, I completed a total reworking of a website for Morgan Stanley. Here is the URL: http://www.morganstanleyfa.com/thesierragroupsb/index.htm. Also last year, I have written an eBook for Baron Capital Management, in New York. This book is on the file "Kim..." I've attached samples from these projects. Also: • I co-authored a course for the Univ. of California Berkeley Economics Department called "Investments." • I co-authored the educational portion of the of the Charles Schwab website, authoring the courses "Asset Allocation" and "Selecting a Mutual Fund." This year I have also been working as a Web Strategist, Marketing Analyst, and Copywriter for futuresknowledge.com in Edmonton, Alberta. I have written about 20 of the articles on this site. So far this year, I have also been working as a Web Strategist and writer for Cliquevest, a company that allows investment clubs, asset management firms, and groups of friends to share their portfolios and investment ideas on mobile devices. Site: cliquevest.com, most of which I wrote. I've also been performing similar duties for Cliquevest's parent, Investars, well known as the company employed by Eliot Spitzer when he adduced the evidence of corruption in the money center banks. I worked on website revision, investment analysis, and marketing. Last autumn, I completed a 17 page book about Peer-to-Peer lending. I wrote this book for a company in New Zealand that is planning to be the first firm in that nation to lend and borrow in this manner. I have attached this book in the file named "Mike.ABeginners..." Also last autumn, I wrote a substantial investment research on various opportunities in frontier markets for Capricorn Investment Research Group in Portland, OR. In September, I wrote an article about the October correction in the U.S. equities markets for Filiere3E, an investment publisher in Paris, France. Starting in March and April of last year I have been authoring the website for an early stage technology fund called Fruition TechFund, writing an executive summary for a Private Equity fund in Bermuda, and writing the website and brochure for a hedge fund in Boston called Boston Energy Group. I was also a top staff writer at what is now ETF.com, arguably the number one source for information on Indexing and ETFs. I studied Economics at the University of Chicago. My formal education in Finance, Economics, and global markets continued at the Chicago Board of Trade Institute of Finance, where I completed three years of study, completing 10 courses, among them “Financial Futures,” Finance,” and “Advanced Options.” Following are some of my other qualifications: my website: www.samhenry.info • In 2002 and 2003, I worked as an analyst and writer for the investment research firm Enders Analysis in Dundee, U.K. This firm is quite well known in Europe and subscribers pay thousands of euros per year for our newsletters. . • Before my ventures into the markets, I taught foreign languages for four years at Brown University and Phillips Academy, Andover; I also lectured in European history at Brown. I am currently almost all but dissertation for my PhD. in foreign languages at Brown.

$44.44 /hr
502 hours

Divyesh M.

Divyesh M.

VBA Expert for Excel, Word & Outlook

India - Tests: 7 - Portfolio: 9

Hello, Thank you for visiting my profile. 5 years of experience in VBA with Excel, Word, Outlook and Access as well versed with Ms-SQL server. I have worked to develop ERP solutions using collaborative platform based on Excel-VBA, SQL server and java during job. Excel-VBA Tools: • Macro Writing and Complex Formula • Excel Reporting/Analysis Tool • Excel Add-ins • Dashboards • Pivot / Power Pivot • Code Optimization Microsoft Outlook: • Outlook Script • Add-ins • Custom Ribbon • Email Automation Microsoft Word: • Validation Script • Add-ins Database: • SSIS package to integration service. • SQL procedures • MySQL

$11.11 /hr
261 hours

Birendra Gabadamudalige

Birendra Gabadamudalige

Business Writer, Copywriter, Creative Wordsmith, Analyst, Researcher

Sri Lanka - Tests: 18

SYNOPSIS: • CIMA (UK) qualified Management Accountant. • Linkedin profile: https://www.linkedin.com/in/gabadamudalige • Responsible, self-motivated, diligent worker, perfectionist, *-maximizer. • Passionate wordsmith with proven competencies in writing. Looking for multiple opportunities - Business Plans/Presentations, Reviews, Proposals, Blogs, Articles, Content Writing etc. • WRITING EFFICIENCY of 350 WORDS PER HOUR (original content including research), +/- 25% based on complexity of projects undertaken (e.g. a highly technical subject matter necessitating careful attention to detail). Standard typing speed of 70 WPM (350 CPM). • Consistently maintains a daily working capacity of 12-18 hours per day. Strives to embed learning effects into all work undertaken. • 7 Years of progressive experience in Corporate Finance of $1Bn Sri Lankan businesses and 500+ hours of online and offline work on Upwork (all long term contracts - overall satisfactory feedback). • Participated in the preparation of business documents (write-ups and presentations) and financial models for a banking syndicate for the purpose of obtaining senior debt worth $400Mn/a mix of equity-mezzanine finance worth $150Mn. • Composed 20+ successful start-up business plans for an Upwork contractor. Contract is ongoing and successfully reaching a milestone of 12 months. • Experienced in composing compelling business/company summaries, product/service descriptions and pricing strategies, industry reviews, sales and marketing devices, management profiles etc. • Requisite skills in financial administration for multinational businesses across garment manufacturing operations, FMCG manufacturing operations, and cultivation, processing, and trading of agricultural commodities. • Hands-on experience in Financial Reporting, Financial/Business Analysis, Statutory Filing, Data Mining, Financial Modeling, Long Range Planning, Business Valuations, Business Development and Project Appraisals, Industry/Market Research, Investigative Reporting, Business Plan Writing, Admin, External Liaison etc. • Experienced in SAP, Oracle, Quickbooks, and SAGE. Tech savvy. Expert in Microsoft Excel/Word. Exposure in Wordpress. • Avid reader, passionate writer, musician (intermediate guitarist and amateur cellist), astronomy buff, physics amateur, occasional gamer, rock 'n roll fan, self-proclaimed town squash champ. • Skilled data analyst / researcher. Proficient in data visualization techniques and tools - e.g. Skilled Tableau user; proficient in R programming.

$20.00 /hr
390 hours

Guermil Tong

Guermil Tong

Sales Marketing/Customer Service Representative

Philippines - Tests: 2

My first job was in Sitel (Baguio City) for 2 years, and I was with Hawaiian Airlines Account as a Customer Service Representative for 18 months. I got promoted from Customer Service Representative to Web Support Representative for the same account for 6 months. February 2012 - March 2015, Entered Pharmaceutical Industry as Medical Representative at Takeda Pharmaceutical Philippines. Knowledge and Skills: - Confer with customers by telephone in order to provide information about flights and services, to take reservations or cancel reservations, or to obtain details of complaints. - Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. - Resolve customers' service or billing complaints by performing activities such as refunding money, and adjusting bills. - Check to ensure that appropriate changes were made to resolve customers' problems. - Contact customers in order to respond to inquiries or to notify them of claim investigation results and any planned adjustments. - Complete contract forms, prepare change of address records, and issue service discontinuance orders, using computers. - Solicit sale of new or additional services or products. - Review insurance policy terms in order to determine whether a particular loss is covered by insurance. - Review claims adjustments with dealers, examining parts claimed to be defective and approving or disapproving dealers' claims. - Compare disputed merchandise with original requisitions and information from invoices, and prepare invoices for returned goods. - Order tests that could determine the causes of product malfunctions. - Recommend improvements in products, packaging, shipping, service, or billing methods and procedures in order to prevent future problems. Achievements: - Brand Achiever Award (Medical Representative Category) - Takeda Pharmaceutical Phils. - University Scholar - University of Baguio. - Passed: Licensure Examination (Insurance Commission). - Passed: Nursing Licensure Examination.

$6.00 /hr
1,074 hours

Puneet Gandhi

Puneet Gandhi

Experienced Investment Banker at Goldman Sachs and UBS

India - Tests: 4

1. 8 years of experience across investment banking, corporate finance and financial advisory 2. Completed several transactions across M&A, equity and debt capital markets 3. Expertise across IT & BPO, Financial Services, Consumer & Retail, Metals & Mining and Infrastructure 4. Career Portfolio Statistics - 3 M&As - 11 Capital Markets Transactions - 50+ Valuation/Deal models - 250+ Investor/Board/Pitch Presentations 5. Recommendations - Portfolio Manager - Equity hedge fund with AUM of ~$1bn - CEO - IT Solutions for Asia's leading telecom operator - Director (M&A, Business Development and New Initiatives) - India's leading media house - Founder - Asia based online privacy protection firm - Co-founder - US based online market place lending platform - Managing Director - Goldman Sachs 6. Areas of Specialisation - Financial Modeling - Investor Presentations - Business Plans - Corporate Finance & Capitalization - Financial Planning & Analysis - Budgeting/Forecasting - Mergers and Acquisitions - Valuations - Fundraising Strategies - Competitive Benchmarking - Operating Metrics

$225.00 /hr
1,573 hours

Mdgolamsaroar Hiru

Mdgolamsaroar Hiru

Accounting Professional, Data Entry. Article Writing,Customer Service

Bangladesh - Tests: 1

Last five years, I have worked with the multinational company as a accounting professional. I have developed company Chart of Accounts, Company profits, Business development. I have worked with oDesk as a resume writer since 2008 to 2011. I also have some experience in the following areas: Data entry, Marketing strategy, Copy writing, Creative writing. Accounting all the Jobs.

$3.33 /hr
837 hours

Muhammad Imran

Muhammad Imran

MS Access Front/Backend VBA/Accountant/Financial Model/MS Excel Expert

Pakistan - Tests: 11 - Portfolio: 8

Look no further for an MS Access expert. Over the last 12 years, I have developed a wide range of MS Access Application related to Accounting, Inventory Control, Financial Statement. I am full time Accounting, Costing and Financial Service Professional and working as a freelancer as well. I'll quickly understand your needs and deliver a powerful, intuitive solution. Furthermore, I also have experience of preparing Financial Models and making Proforma/Projected Financial Statement in MS Excel. I am seeking opportunities to build MS Access Application and Financial Model in MS Excel from the ground up for you or your business. I also have experience in the following areas: SQL, software design and testing.

$9.99 /hr
333 hours

Tabor N.

Tabor N.

Data Mining, Extraction, Cleanup, List Building and Lead Generation

United States - Tests: 5 - Portfolio: 1

I am interested in new opportunities and areas that allow me to be analytical and creative. I absolutely love working with startups. I've become increasingly interested in data oriented projects. Anything involving data cleansing, data extraction, data mining, research, list building and lead generation. I am extremely accurate, efficient and detail oriented. Please review my work history and feedback and hopefully we can collaborate.

$12.00 /hr
2,808 hours

Ruwan Srilal Edirisingha

Ruwan Srilal Edirisingha

Bookkeeper

Sri Lanka - Tests: 5 - Portfolio: 5

I am an experienced Book-keeper(with Quickbooks, MYOB). I will be able to provide following excellent services by maintaining timeliness Calculation of all revenue received and expenses incurred by accounting category based on Client’s standards Maintenance and processing of Client’s calculation of applicable tax and other deductibles Administration and maintenance of a general ledger trial balance, balance sheet, income statement and certain other corporate reports by accounting category Maintenance of all accounting records and financial statements Preparation of balance sheet accounts

$5.56 /hr
695 hours