Financial Planners & Advisors

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Jacob Merchant

Jacob Merchant

Spreadsheet Guru and Workflow Specialist

United States - Tests: 3 - Portfolio: 1

When I was 11, my parents showed me how to use Excel to track my trading card collection. Today, I'm a spreadsheet ninja. I know pivot tables like the back of my hand, I can script you out a macro in a matter of hours, and I can nest functions together in ways you've never thought possible. Big words, sure, but I back it up. I have built reports, ad hoc and repetitive, that have gone as high as the board of directors of Fortune 500 corporations. My VBA-enabled smart forms are used by front-line operations personnel, and are robust enough to handle transactions from any end user. I also have many years of experience developing business procedures and workflows. I can map out a workflow and easily identify where efforts are being duplicated or wasted. My expertise in automation has helped large companies reduce their staffing costs while reducing manual error rates and increasing overall productivity. As a business person who "speaks tech", I make a fantastic liaison between end-users and developers, thereby reducing complications during the business application development process, and making sure that the product you need is what is actually delivered. I also know a thing or three about coding and web design. Self-taught mostly; I took the intro to Comp Sci courses in college, but I picked up most of my chops modding video games and automating repetitive tasks at work. I've also taken a few Codecademy courses to round out my knowledge base. I've never spent too long in any specific language, so I actually think I have a better understanding of how computer science works than a dedicated coder who stays in one language all day does. In essence, a lot more breadth than depth. Languages I know today and are comfortable taking on work for include C/C++/C#, Java, Python, HTML, CSS, and PHP.

$30.00 /hr
44 hours


MYOB ACCOUNTANT Agency Contractor

CPA. Xero Bronze Partner, Financial Accountant for 17 yrs

Singapore - Tests: 1 - Portfolio: 9

A seasoned CPA since 1998. My accounting experience is vast - from simple record keeping to complicated filings of taxes and more. You can trust and depend on my professionalism, expertise, experience and dedication in any job that I take on. I believe that if your company soars high, your accounting records should be done the right way right from the start. I can do that. Bookkeeping for Small/Medium companies: 1. Up to 30 bank transactions per month $150.00 2. from 31 to 100 bank transactions per month $250.00 3. from 101 to 200 bank transactions per month $400.00 (excludes inventory management in the accounting system) This include: 1. Monthly Bank reconciliation 2. Monthly Profit & Loss 3. Monthly Balance Sheet 4. Accruals, depreciation and other month-end entries Corp. Sec. Services (SG) 1. Registered Office 2. Corporate Secretary 3. Nominee Director Please contact me for specific requirements. Lowballers please stear clear.

$35.00 /hr
7 hours

Vladimir G.

Vladimir G.

Trading related projects


Tradestation (EL) Multicharts (PL) NinjaTrader (NS) Wealth-Lab (WS/C#) AmiBroker (AFL) MetaTrader (MQL) Thinkorswim (TS) eSignal (EFS) Dealbook 360 (CTL)

$55.56 /hr
0 hours

Antonio Lopez Jr

Metatrader, MQL4, MT4, VB, PHP, ASP, Excel automation

Philippines - Tests: 1 - Portfolio: 15

My specialty is forex trading/ metatrader EA development. To be able to provide low cost, high quality work. My rates are: Metatrader/Mql4 programming, EA development - $8/hr. PHP, ASP Programming/Website design and maintenance - $7/hr. Data entry/ encoding - $2/hr. Email Marketing/Advertising - $3/hr. You can hire me full time at a discounted monthly rate, up to 50% of my regular hourly rate.

$10.00 /hr
3,656 hours

Irina V.


India - Tests: 2 - Portfolio: 2

I am proficient in web-based secondary research and writing. I have completed my management education from a leading management institute in India . I have more than 7 years of experience in secondary business research. I can perform advanced internt research to identify and index business intelligence as per client's requirements. I am committed and result oriented professional. Dedication to Detail is my Speciality. Creative Flair, Logical Thinking and Genuine Enthusiasm are specific attributes that allow me to offer you an exclusive approach. I am well read and armed with an MBA degree to do true justice to projects requiring business acumen. Working from India I can provide you with quality services that are equally cost effective.

$9.00 /hr
173 hours

Minni K Sharma MBA ACA

Minni K Sharma MBA ACA

Yale MBA Expert Finl/Excel Models, Acct, Math Whiz

United States

Yale MBA & Chartered Accountant; Top1% Elance; Expert Custom Finl Forecast Modeling, Excel, Valuation; Virtual CFO; M&A & Project Finance-GE Capital, AT&T, American Express, KPMG, SunTrust Equitable Securities, Quant junkie - A Math Olympiad winner. Highly advanced finance & accounting skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial statements. I make your data meaningful for you, and for your investors. My Elance Forecast test score was a 100, placing me in the top 1%. Proficient in: * Flexible Financial Forecasting Modeling * Cash Flow Management * Financial Statement Preparation/Analysis * DCF Valuation, NPV, IRR, ROI * Key Performance Metrics * Accounting Microsoft Excel proficiency: * Complex Functions * Scenario Analysis My Mission: Work hard! Deliver top notch service!! "We work for mutual benefit"

$55.00 /hr
1,381 hours

Damian T.

Damian T.

Online Business Consultant


Hello, thank you for reviewing my profile! I am a dedicated and reliable Australian professional with almost 20 years of Technical and Project Management experience, across private, public and not-for-profit sectors. I have been living in Thailand since 2012, during which I have primarily focussed on utilising my experience to support online businesses to succeed. My key skill areas are: * Business Analytics (projections, planning, monitoring and reporting) * Designing and Managing web and/or mobile applications * Creating and delivering high performing Digital Marketing Strategies * Providing effective Customer Support and Administrative Solutions * Data management, auditing and analysis I have completed a number of very successful projects in recent years, some through Elance and some outside Freelance platforms and can provide recent references on request. Also, I currently employ an outstanding web developer (PHP/MySQL, HTML, JAVA, Linux) and also an excellent designer (CSS, Mobile Responsiveness) on an ad-hoc basis to support projects as required. I look forward to helping you on the road to success! Damian Taylor Adv Dip IT, MEd, MCP, BA Bluebone Technology Pty Ltd, Australia The backbone of successful online business

$30.00 /hr
342 hours

Robert N.

Robert N.

A Data Whiz from A-Z

United States - Tests: 1 - Portfolio: 6

I always tell my clients that if they decide to use me they won't find anyone more willing to do anything and everything to get the job done. I bring real world business experience with my ability to create highly functional spreadsheets and databases. This allows for a real interaction between you and me. Creating a think tank of two to come up with the best possible solution to your project. While at my last position I Increased company revenue from $300,000 to over $1M/month with data analysis, streamlining company processes, and reducing cost within 2 months. I conducted training of new employees on Quickbooks, electronic projects, and database usage. Created several databases to be utilized on a daily basis for revenue, driver information, and daily operations. The company's 2012 revenue was $1.2M by 2013 Revenue increased to $12M. PS. I have a passion for fantasy sports, statistics, ATS/SU trends, and putting everything into databases, spreadsheets, charts & graphs.

$55.00 /hr
80 hours

Zubair A.

Zubair A.

C++/C#/MQL4 Trading Systems,OpenQuant,NinjaTrader,AI,Matlab

United Arab Emirates - Tests: 6 - Portfolio: 7

Over the last 8 years I have worked on a wide range of projects in the domain of financial services and real time applications: order execution management, trading strategies, market connectivity, user friendly trading front-ends, implementation of algorithms for automated trading and development of distributed financial applications using AMQP, QPid, ZeroMQ and CEP. I have experience of working with many trading platforms and broker APIs like Interactive Brokers ,ForexConnect, Anvil, Genesis, Green mountain analytics(GMA), Realtick, CQG, LIME, FIX (quickfix, quickerfix, FIX8), OpenQuant, NinjaTrader, MetaTrader, IQFeed, Bloomberg API I am also experienced for working on AI applications like implementation of Neural Networks and SVM implementation for stock share forecasting , face detection, speech recognition and character recognition. Recently I have also started working on web applications, web services, ASP.Net, MVC, JQuery, Javascript, websockets, Node.js and Sharepoint Tools and Technologies: C/C++, MFC, C#, LINQ, ASP.Net, WCF, WPF, Node.js, JQuery, PHP, MQL, SQL, MySQL, Matlab, MongoDB, Redis, ZeroMQ, Qpid, Nesper, Rx, MVVM, Prism.

$35.56 /hr
1,054 hours

Elinor Marinelli, EA, CB

Elinor Marinelli, EA, CB

EA,QuickBooksProAdvisor,Accounting,25 Yrs Exp.

United States - Portfolio: 4

A CONSCIENTIOUS, EFFICIENT AND HONEST-TAX & .ACCOUNTING SERVICE-EnrolledAgent,Certified Bookkeeper, QB Pro Adviser, 20+ Years of Experience Active member in the Elance community since 2007. Owner of Accurate Accounting, LLC. This is a accounting, tax, and payroll practice. These years have always been dedicated to providing top notch service to the clients. Customizing the services provided to suit your needs is always an uppermost priority. My clients have often remarked .I make things easy. Although other individuals work for me, I will always be the person who reports to you, and am entirely responsible for the quality of the work. My attitude toward conducting business is to always provide you, the client with absolute attention to your needs and requirements. The service has to be impeccable and prompt. I assure you, this is a caring, personalized company and this will be the service you recei

$25.00 /hr
1,279 hours