Financial Planners & Advisors

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  1. Brooke O.

    Brooke O.

    Excel and YNAB are fun!

    United States

    Hi there! Thanks for stopping by! I'm Brooke, and I'm a quick learner, who is passionate about efficiency, organization, accounting, data entry and excel. I'm very detail oriented, and I will probably ask you a lot of questions up front, but I promise it's to produce the best result that I can provide! My education and background is in general ledger, staff accounting for both large and small companies where I completed the full accounting cycle for various departments and small companies. I'm also passionate about personal budgets (ask me about YNAB!) and excel. Overall, I enjoy helping others solve problems with their formulas. Recently, I've discovered a love of working on tasks for creatives of small businesses who are in growth mode, but that need some extra hands on projects where I shine! Hope we can work together soon!

    $29.00 /hr
    0 hours
    5.00
  2. STAR FINANCE

    STAR FINANCE

    Financial Manager

    India - Portfolio: 1

    I have 10+ Years experience in Financial reporting, Budget and fore costing,accounts payable and accounts receivable According Preparation of financial statements(Balance sheet,PL,Exp) ,Sales detailed Report, Payment control and analysis Report Receivable and Payable Report, Sales adjustment Report . Accountability for Bills and other expenses and provision if any. Monitor, analysis and report the use and movement of funds of branches Supervising daily accounts, Checking Data, maintaining and scrutinizing statutory books of accounts like Journal, ledger, cash / Bank book and subsidiaries in compliance with time & accuracy norms / regulations. Preparation and follow up of bills receivables after invoicing. Maintaining records and cash flow. Responsible for the entire finance function and managing a team to ensure timely preparation of monthly financial and MIS reports, Prepare balance sheets, profit and loss statements.

    $11.00 /hr
    0 hours
    5.00
  3. Jamie Bush

    Jamie Bush Agency Contractor

    Personal Finance & Investing Expert

    United States - Portfolio: 3

    I have an MBA from Rutgers University and a Professional Certificate in Real Estate Finance, Investment and Development from NYU. I've traded stocks since I was 13 and bought my first property within a year of graduating college. I have flipped properties and got out before the 2008 mortgage meltdown because I was able to see the market turning before it happened. I've started two companies. I also have experience in antiques, collectibles, gold, silver and trading futures

    Associated with: Jamie's Money Advice

    $27.00 /hr
    19 hours
    5.00
  4. David Wilcox

    David Wilcox Agency Contractor

    Financial Forecasting and Tax Preparation Services

    United States - Portfolio: 2

    David has a Bachelors degree in Business Administration from Colorado State University and an MBA from the Universitat de Barcelona, Spain. He also holds the Certified Treasury Professional (CTP) designation. He has over 19 years of experience in Accounting, Finance, Treasury, and Information Systems Consulting positions both in the United States and Spain.

    Associated with: David Wilcox

    $100.00 /hr
    13 hours
    4.92
  5. The Corplution

    The Corplution Agency Contractor

    One Window Solution for your all Corporate needs

    Pakistan - Portfolio: 3

    Corplution is the team of young, energetic, qualified and experienced Chartered Accountants, worked for Ernst & Young, who joined their hands to provide quality solutions to all the business needs of their client. Corplution in the area of management consultancy is providing wide range of services which includes financial advisory and management and accounting (based on computer systems), resource mobilization, strategic services, capital markets, information technology and human resource development/management.

    Associated with: The Corplution

    $10.00 /hr
    0 hours
    5.00
  6. Simão Soares

    Simão Soares

    Quant Trader

    Portugal - Tests: 3

    I've been developing multiple trading strategies optimized for a wide range of asset classes such as Equities, Forex and Futures. The different strategies developed are adapted respectively to 3 different investing profiles: Hedge Funds, Directional Hedge Funds and Proprietary Trading Firms. These strategies vary from Spread Trading and Long/Short to high sharpe ratio Directional.

    $27.78 /hr
    8 hours
    5.00
  7. George Kravchenko

    George Kravchenko Agency Contractor

    Software for humans

    Ukraine - Tests: 4 - Portfolio: 10

    C# - top 1% MSSQL - top 2% IELTS - 8.0 I do love development. I do love to create nice and useful things. I do love when my customers are satisfied, and when they call me for a single reason – to say “Thank you”. I work in IT for over 9 years as * Developer – development, support and optimization of LOB applications, including high-loaded systems * Business analyst – analysis of business processes of customers, writing specifications, optimization of business processes * Project manager – as a “software PM” and a “customer PM”. “Software PM” – what usually means under these words. “Customer PM” – as a manager of customers and a coordinator of relationships with them – something like a manager, a business analyst and a “software PM” in one person. Some years ago I jumped to C# and WPF. I like unit tests – reliability is one of the most important requirement of software. I try to use TDD in every critical places, and I write some less code in another places to reduce cost of development. I like modular applications, and DI is a great thing for providing that. Prism library adds great benefits in UI development. I like simple UI – look at GMail or Apple Mail. I like simplicity in applications. I have great experience with Microsoft SQL Server - database development, queries, optimizations, restoring corrupted data.. I have great experience in developing “real” applications which are used by “real” users. I had to support my applications by phones for a long time, and I hadn’t any money for that, so I know how it is and how to develop applications which doesn’t need any support. Applications which are installed in one click. Applications where UI is so simple as it can be. A lot of applications were developed with Accent, which include RAD (it uses VBScript as internal language), ORM library, standard UI for a lot of entities etc., and this allows develop a “low-cost” applications for my customers.

    Associated with: Softumus Agency

    $30.00 /hr
    1,527 hours
    4.87
  8. Marcus Lewis

    VBA Programming, HTML Scraping, Excel Modeling, SQL, Financial Markets

    United States - Tests: 6 - Portfolio: 3

    Over the last 8 years, I have developed a wide range of spreadsheet modeling applications and database/web mining tools utilizing SQL and VBA for Applications. My core competencies are in the manipulation and development of automated spreadsheets and database applications through the use of VBA programming. I am seeking opportunities to utlilize my skill set to help you retrieve, categorize and submit information more efficiently while eliminating errors. I also have experience in the following areas: SQL data mining, automated HTML scraping, VBA for application, and Microsoft Office applications.

    $30.00 /hr
    12 hours
    4.82