Financial Planners & Advisors

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Vikram B.

Vikram B.

Senior Test Analyst / Banking / Web Site Testing / Data entry

India - Tests: 3 - Portfolio: 4

* 'Top Rated' Freelancer on Upwork. * 200+ Hours of work. * 100% Job Success. - Extensive experience in Software testing, Web Application Testing, Product Testing and Data Entry. - Good experience in Mobile Application Testing on Android and iOS Platform. - Proficient in Black-box Testing, Functional Testing, Sanity testing, Integration Testing, System Testing, Usability Testing, GUI Testing, User Acceptance Testing (UAT) and Regression Testing. -Experience in Analyzing and designing Test cases, generating test scripts and analyzing test results, testing process, tracking and managing defects. -Experience in doing the Cross Browser testing on IE, FF, Safari, Netscape and Chrome. -Experience in creating Test Plan, Test Report, and Daily/Weekly Status Reports. - Extensive Experience in domains such as Core Banking, Investment Banking, Islamic Banking and Channel Testing. - Very Good Exposure to Temenos T24 Product and ALGO Loan origination application. Mobile Devices and Tablets: 1. iPhone 5s, 4s 2. iPad mini 2 3. iPad Air 2 4. Android Mobile (Moto G 2nd Gen) 5. Windows Mobile

$10.00 /hr
219 hours

Nikhil Shah

Nikhil Shah

A Versatile Writer: Academic Papers, Translation, E-book, Blogger

India - Tests: 16 - Portfolio: 2

Writing academic articles based on research is my forte. I have written more than 800 papers on variety of subjects including economics, finance, engineering, management, marketing based on APA, MLA, Harvard referencing style. E-book writing is my passion. Equally proficient in translation jobs from English to Hindi and Gujarati languages and vice versa.

$15.00 /hr
407 hours

Maksim 'Max' B.

Maksim 'Max' B.

Business researcher & analyst

Germany - Tests: 8 - Portfolio: 7

My objective is to provide business owners with high level of expertise that a part time Business Analyst and Consultant can deliver for a reasonable price and to help business owners make right and profitable business decisions. I deliver total quality output to customers using my education, my real business working experience, and the experience gained with past projects. Experience allows me to be creative and to apply the acquired skills on the spectrum of projects, ranging from data research to comprehensive business analytical and consulting projects. "Quality is not an act, it is a habit." Why it will be the right decision to award me your project? First, I have outstanding analytical skills. My analytical skills honed during gaining my degree in Physics and then while working as a scientific researcher for several years. Second, I love to work and I know how to work with data. I have strong knowledge in business mathematics and in mathematics in whole and I successfully apply this knowledge to business processes. Third, I have developed business intuition that allows me to see and predict the situation on the markets, in particular industry, or in given company. This ability is backed by a decade of working as a business leader in various fields, along with my degrees in Management and International Business. These abilities multiplied by my perfect skills in researching for information allow me to ensure the successful completion of any awarded job and then to present the output in a format that is easily and quickly understandable. My services include five main activities: 1. Business Research & Analysis. Here I suggest basic (in the form of short overview) or comprehensive (in the form of solid report) research and analysis of markets and industries, both young and mature; research and analysis of countries as a whole and their parts: states, territories, and regions; competitors research & analysis; business forecasting; research for potential distributors, wholesalers, dealers; research for manufacturers and producers. I use various research techniques (web research, databases research, networking, direct contacting, and others) and I am confident in PEST, SWOT, Porter’s, BCG’s and similar methods of business analysis. 2. Business Consulting. Today I am an independent Business Consultant focusing on Management Consulting, Corporate Strategy, and Corporate Development. 3. Analytics. The combination of my level of education, my analytical skills, and my intelligence allow me to quickly understand and analyze information and data from any field of activity. Here I offer writing analytical reports on any various topics in Technology, Politics, Sports, Media, and so on. For example, I made a valuable report on Plastic to Oil Conversion Technology (Pyrolysis Process). 4. Data Research & Analysis. In most cases this considers research and analysis of financial figures and indices. I produce basic financial analysis in order to show my Client the current financial situation. However I can research any figures to support your business decision such as a number of personnel, top management’s compensation, decline/increase figures, and many more. 5. Information Research & Analysis. This includes research and analysis of related news; relevant infographycs; staff information like their current positions, bios, contacts; and facts. Also I provide services on researching of hard-to-find information. SAMPLES As part of my commitment to client confidentiality agreement and unique analytics and conclusions, you will not see any significant comprehensive reports as samples on my portfolio. However, I am capable to write solid reports of up to a hundred of pages and more depending on the project's targets. BE INFORMED that by no means you will be mentioned in connection with the research and analysis process. I do care about my Client's privacy: each project is done entirely on my behalf or on behalf of third-party company. FEEDBACK on Elance: “Maksim was very professional. He not only completed the report I requested; he also provided independent, objective data in the report to back up his conclusions, so that I could fully trust his recommendations without double-checking or questioning how he arrived at his conclusions. I have followed his recommendations and am satisfied. I would definitely use him again.” — Andrea Dunathan, Dunathan Consulting “Max is a professional. You get what you asked for, on time and at a fair price. I gave him the task of accumulating a list of companies of a specific type and he consistently made intelligent choices about which companies to include and which not to. When he needed direction, which was seldom, he politely requested it. A pleasure to work with and a first-rate researcher.” — StaffingGandalf

$25.00 /hr
1,143 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
410 hours

Esperanza P.

Esperanza P.

Bookkeeper/Accountant/Admin Assistant

Philippines - Tests: 5 - Portfolio: 3

If you are looking for a Bookkeeper/Accountant and Admin Assistant in one, then you should try my services! 11 solid years of work experience as an ACCOUNTANT! Quickbooks, Peachtree and SAP Expert. My specialization are BOOKKEEPING, ACCOUNTS PAYABLE, ACCOUNTS RECEIVABLE, BANK RECONCILIATIONS, DATA ENTRY and OTHER ADMINISTRATIVE TASKS. Well rounded in using MS Office Applications such as MS Word, MS Excel, MS Powerpoint and MS Outlook as well as Google Applications. Also, had experience in managing Wordpress and Facebook. I'm a results driven person, very keen to details, flexible, has strong time management skills, has the ability to learn new techniques and technologies for the tasks assigned, very hardworking and committed to the job. I'm looking forward to new challenges that could provide me opportunities to learn new techniques and where I can share my knowledge and expertise at the same time. Hope to hear from you soon and let's make things happen!

$4.00 /hr
462 hours

Muhammad Saad Haque

Muhammad Saad Haque

Quickbooks/Xero Adviser, 5+ Years Bookkeeping & Accounting Experience

Pakistan - Tests: 9 - Portfolio: 7

An author, a Chartered Accountant (UK), Certified Internal Auditor (US), Masters in Economics, Quickbooks Pro Adviser, Xero Adviser and proclivity towards Information Technology. I provide services related to accounting, bookkeeping, tax return preparation, payroll processing, technical article writing and even back-end and front-end web development. I'm a professional with diversified range of skills set as mentioned above and having experience of more than 5 years of providing above said services. Having worked for a CPA firm in Illinois, US, I'm well apt to handle pressure situations and meet tight deadlines. Moreover, I provide bookkeeping services to my clients from various regions including but not limited to US, UK, Canada and Australia. From setting up Quickbooks, Xero, Sage Peachtree files to integration of their applications with these platforms, I handle all the tasks with utmost professionalism. Below are some of the categories of services that I provide to my clients. For International Clients: I provide help on accounting, bookkeeping, business plans, financial modeling, Internal Auditing, MS Excel and ERP (Oracle R12) based assignments. For US Clients: In addition to the above mentioned tasks, I help my clients in their monthly, quarterly and annual tax filings especially for the clients from the states of Illinois, Indianapolis, New Jersey and Texas. Previously, I have worked for a local audit firm TAGM & Co. (a member firm of PKF International). There, I was associated with a CPA firm in USA (Haqui CPA, P.C) where my job was to look after the clients' bookkeeping, accounting, payroll, tax, budgeting and other essential accounting and finance related problems. The clients that I have looked after have been from real estate, retail, wholesale, hospitality, healthcare and multitude of other business sectors in the states of Illinois, Texas, Indianapolis and New Jersey. Currently, I am working as an ERP business consultant and my job is to study clients' business processes related to supply chain, manufacturing inventory management etc., design an automated solution (using Oracle ERP), provide appropriate training, conduct meetings with the clients and basically take care of all the functional aspects of improving their efficiency and enhancing their productivity by automating their business processes . Being fluent in English, I Possess practical knowledge in Accounting and Finance, Supply chain and business process improvements. Complying with the best practices of IAS and IFRS along with improved internal controls and Operate with a strong sense of urgency and thrives in a fast-paced setting. I have practical experience of working with accounting software like Quickbooks, Xero, Peachtree, Lacerte and Taxwise and have completed projects pertaining to the clients from various countries. Thank you.

$9.00 /hr
107 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
725 hours

Efren II Tallada

Efren II Tallada

Accounting Analyst/Bookeeper/Virtual Assistant/Data Entry/Researcher

Philippines - Tests: 8 - Portfolio: 9

I am Efren II P. Tallada from Philippines. A graduate of Bachelor of Science in Accountancy. My objective is to find a challenging position that meets my competencies, capabilities, skills, education and experience and be able to share it in an organization where I can be a part of . Set of skills: I am excellent in any accounting tasks such as bookeeping, payroll, invoices, financial statement management, administrative tasks ,data entry, data research, data mining, magento data research, marketing research, lead generation(linkedin, web search, manta, yellow pages), link building, article posting and spinning, ad posting, appointment setting, audio and video transcriptionist, Microsoft applications(MS Word, MS Excel, MS Powerpoint) and Google Docs. Also knowledgeable in Wordpress, Basecamp, Raven Tools, Salesforce, Sugarsync, Agentbox Infusionsoft, Backbonepro and Bufferapps.

$4.00 /hr
426 hours

Fahad A.

Fahad A.

Expert: Word Excel Powerpoint Visio &Transcription

Pakistan - Tests: 4 - Portfolio: 29

I am amongst Top 5 % of Power point Experts, Top 10 % of Word Experts, Top 20 % of Excel Experts & Top 20 % of Visio Experts on Elance. I have extensive knowledge about internet research, PDF conversion and Data management. My Qualifications: Bachelors degree in Computer Science ; MBA degree in Marketing and Human Resources.

$13.00 /hr
1,072 hours

Rekha Vemprala

Rekha Vemprala

Top rated market research, Digital Marketing Strategy, Analysis

India - Tests: 3 - Portfolio: 5

I provide High quality, actionable Primary and Secondary Data Market Research, Business and revenue models, Business Plans, Digital and Multi-Channel Marketing Strategy. I deliver need based creative solutions that help small and mid sized businesses monetize and grow. My mission is to provide quality and cost effective plans, develop business models, create ways to monetize businesses, actionable marketing strategy, set and evaluate benchmarks. I believe that every business needs creativity-Creative ideas supported by research can lead to great strategic planning decisions and Successful Businesses. Services Include -Business Planning -Market Planning -Market Research and -Business Modeling

$44.44 /hr
653 hours