Financial Planners & Advisors

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Touseef Aslam

Touseef Aslam Agency Contractor

Tax Adviser and Financial Analyst.

Pakistan - Tests: 7 - Portfolio: 7

Hello! This is Touseef, a "Top Rated" freelancer on upwork. I am a solution provider for SME's.I provide all solutions from business valuation to financial risk analysis and from bookkeeping to ventures and enterprise mergers. I specialize in Real Estate investment and risk analysis. My strong background in accounting & Finance and 5 years of rigorous practical training in Audit firm helps me work my way around complex and dynamic business problems. I have been associated with many international businesses from US,UK and Canada, for years now providing reliable financial services. I have complete theoretical as well as applied knowledge of ; IFRS,IAS,ISA,ISQC,ISO,ISRE,US GAAP and UK Taxation. My certification in Xero, QuickBooks,Tally and Microsoft Excel Accounting enhances client's confidence in my computing abilities. Cloud record keeping is also an area of my domain which is the future of Bookkeeping. My Native language is Urdu however i have verified fluency (by upwork) in English. My personality traits that i take pride in are; reliability ,dependability and above all honesty.

Associated with: Blink Associates

94% Job Success
$22.22 /hr
246 hours

Soumen Saha

Soumen Saha Agency Contractor

Analytics Evangelist, Econometrician, Statistician

India - Tests: 2 - Portfolio: 10

6 yrs of exp in Predictive Models, Forecasting, Clustering, Time Series Analysis and Machine Learning. Industry experience: Financial and Retail analytics (credit risk scoring, high frequency trading, churn analysis, pricing and promotions), Statistical Modelling(Structural Equation Modelling, Conjoint, Factor, Discriminant, Logit, Probit), Big Data(hadoop, R) Visualization and Dashboarding(Spotfire, Tableau etc) for clients such as Procter & Gamble, Amazon etc. Please go through my LinkedIn profile for client recommendations and skillsets Master of Business Administration (Analytics and Market Research) from MICA, Ahmedabad, India. Bachelor of Engineering (Electronics) from AIT, Bangalore, India.

Associated with: Rudder Analytics

88% Job Success
$50.00 /hr
302 hours

Prashant G.

Prashant G. Agency Contractor

Excel,Access,VBA, SQL,Financial Analyst and Reporting Specialist

India - Tests: 6 - Portfolio: 5

Top rated freelancer with 800+ hours of working. Over the last 8 years, I have developed 400+ Tools for my clients with the use of VBA code in Excel, Access. I am using back end database MS Access and SQL. I am proficient in Office 2003, 2007,2010 and Office 2013 Package. I am here to help my clients with my services and love to create interactive and user friendly interface in MS Excel or MS Access with the use of VBA/Macros. 100% committed to provide excellent quality of work within the agreed timeline. Hands on Experience in Automation of Dashboard/ Reporting System with VBA.

Associated with: FineXL

86% Job Success
$22.22 /hr
852 hours

Jobel De Rosas

Jobel De Rosas Agency Contractor

Certified Public Accountant/ Finance Specialist

Philippines - Tests: 7

Professional Accountant who is knowledgeable and passionate in Accounting, Finance and Capital Market. Can provide services regarding bookkeeping, financial reporting, financial forecasting and analysis, financial plan for business and individual and other related work. I can work on any financial concerns that you have and provide you the best possible financial solution. Personal, Business and even Academic, as long as it is finance related, I'm the man you can trust with it. Financial Services? Whether its for your managerial or compliance requirements, I can do the job and deliver quality service that the benefit for you and your business will always exceed its related cost. Add me on Skype. My username is jobelcpa18

Associated with: MobiSoft, CPA Advisors

100% Job Success
$11.11 /hr
813 hours

Md Naimul Alam

Md Naimul Alam Agency Contractor

Professional Virtual Assistant With Accounting Experiences

Bangladesh - Tests: 12 - Portfolio: 10

Dedicated administrative & business support professional with more than 4 years of experience. Adept at working in fast-paced environment demanding strong organizational, leadership and interpersonal skills. Highly trustworthy, ethical and discreet, committed to exceptional customer service and driven by challenges. Confident and poised in interactions with all ages and levels of individuals. Detail-oriented and resourceful in spearheading, organizing and completing projects; able to multitask effectively. • Customer Relationship Management • Order Processing, Form Design, System Analysis, • Administrative assistant, Customer Service, Web researcher, OCR • Quick Books (All Versions) • High Volume Schedule Maintenance

Groups: BigCommerce

Associated with: Zenith Agency

93% Job Success
$10.00 /hr
7,708 hours

Faiza R.

Faiza R. Agency Contractor

Finance Professional/Budgeting & QuickBooks Expert

Pakistan - Tests: 3 - Portfolio: 1

Services offered: - Very good at cleaning up accounting records and setting up new systems - I specialize in Quickbooks Desktop, both US and Canada Edition - Can work with different accounting programs. - Attention to details, ethical practices and working on behalf of my client’s best interests - Pro Advisor Quick Books experienced at cleaning up and setting up Quick Books for clients - General Bookkeeping and data entry - Ledgers and journals - Financial statements to help you see the whole picture - Invoicing and collections - Data base and inventory control - Creative and business writing for business and individuals - Web and Graphic designer - Data Entry and data analyst - Quick Learner - Great attention to details - Strong Time Management and always prioritize task based on deadlines

Associated with: MHB CPA and Associates

100% Job Success
$10.00 /hr
3,492 hours

Nitin Kumar

Nitin Kumar

MBA/Financial Analyst/Data Analyst|Data Research|Customer Service

India - Tests: 5

I have more than 5 years experience of excellent client servicing which includes end to end management of the Clients projects right from requirement sourcing, writing the technical specs for programming teams, Software testing and delivering projects to clients in required time. I have good knowledge in MS Project, MySQL, Excel VBA coding, creating financial models and doing financial analysis as well.

75% Job Success
$5.56 /hr
889 hours

Romeo A.

Romeo A.

Odoo/OpenERP Developer

Philippines - Tests: 1 - Portfolio: 2

I've been part of the Odoo / OpenERP scene since the TinyERP changed to the name OpenERP around May of 2008. There were so little documentations back then about the technicalities on development in OpenERP. As the releases became common and improvements came with large changes, I decided to focus more about coding/programming rather than functionalities or business process flows that was currently present. As I can understand more precisely a functionality more basing from the codes rather than analyzing how its used as an end user. This helps me give a more elegant support and also a more versatile, efficient and precise learning tool to research and develop other functionalities provided by OpenERP. I've been a part of the pioneer team of FS3 Consulting since it started its partnership with OpenERP(2008). I was also one of the speakers in the first OpenERP Bootcamp in the Philippines held in May 2012 made possible by the cooperation of Auberon Solutions Inc. and Eastvantage. We discussed about some out of many business solutions that OpenERP can provide. I have been an IT administrator for XRC Resources Inc. A corporation that currently specializes in commercial real estate and also owns other companies like a hotel, travel agency, pawnshop chains, fast food chain, groceries, etc .Took the job to experience working with computer hardware, network management, basically other computer related technologies that are not code/programming intensive. Also implemented OpenERP for one of the company's business.

80% Job Success
$8.00 /hr
158 hours



Data entry expert, credit analyst, web research

India - Tests: 5 - Portfolio: 1

My expertise include (5) years of web research , (5) years data entry & typing projects (40-50- wpm), (5) years of data analyst skills, CRM and magento product entry. I've expertise in using Vlookup, Hlookup, Pivot table, mail merge, etc.I am responsible, flexible, persistent, patient, focused and optimistic. I am also very passionate about my work and always make sure that I am doing the right thing with utmost dedication. I also have a good command of the English language both spoken and written.

$3.33 /hr
396 hours

Kristine therese C.

Kristine therese C.

MBA/Entrep/Forex Trader/Product Controller/Business Process/Risk Mgmt

Philippines - Tests: 10

MBA and Mathematics Actuarial Science graduate. Six years work experience that includes: Entrepreneur and acts as a Business Consultant. Trained in Forex Trading. Product Controller on an Multinational Investment Company. Business Process and Risk Management Officer on a Local Universal Bank. Capable in doing business analysis, profit and loss analysis, process review, process maps, documentation and risk analysis. With adequate knowledge about Financial Markets. Proficient in MS Office applications such as Word, Power point and Excel. Have basic knowledge about Visual Basic and MS Access. Looking for a part-time job opportunity.

$6.00 /hr
195 hours