Financial Planners & Advisors

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  1. Jared T.

    Jared T.

    CPA - Audit & Tax

    United States - Last active: 1 month ago - Tests: 4

    I'm a licensed certified public accountant with many years of experience in taxation (individual, corporate, not-for-profit), auditing & attestation (compilations, reviews, audits) and general bookkeeping (primarily QuickBooks). I have a diverse client base, with a focus on sole proprietors and small businesses. I have an active CPA license in PA, and I'm a member of the AICPA and PICPA. In addition, I also serve on the Board of Directors of a local not-for-profit organization.

    $50.00 /hr
    18 hours
    5.00
  2. Hadrian N.

    Hadrian N.

    Technical Project/Program Manager

    United States - Last active: 2 days ago - Tests: 1

    I am an experienced development / technical project manager with a focus in managing software development using Agile Scrum framework , technical project software customizations, performance testing and new software development for web, mobile and desktop applications. Over the past 8 years my focus and responsibilities included client facing, technical resource allocation, reporting and management oversight with both internal and external project sponsors. Managing offshore development teams in Ukraine and Poland. A sampling of my prior assignments include but not limited to; Software Implementation PM, Capital Development PM responsible for initiation, planning , execution and closure of multiple projects. My goals are to continue to enhance my software development experience using agile development with the continued success of development complete iterations and sprints. Certified Scrum Master

    $38.89 /hr
    4,028 hours
    4.99
  3. Arslan Habib

    Arslan Habib

    CFA Charterholder / ACCA Member

    United Arab Emirates - Last active: 20 hours ago - Tests: 1 - Portfolio: 12

    CFA Charterholder and ACCA Member with particular interest in investment analysis, asset management, investment banking and private equity. Seven years of diversified and multidimensional professional experience of working with high profile clients across the globe. A strong background in both investment and accounting allows me to dig deeper into issues and read between the lines. My passion for number crunching and a meticulous research style has helped me in coming up with successful investment recommendations. Key Skills: Equity portfolio management, Equity Valuation & Analysis, Financial Modeling, Economic & Z-Score Modeling, Fund Analysis, Financial Analysis, Cash Flow Forecasting, Excellent Presentation Skills, Business Development Skills, Prompt command and skills in operating various software including Microsoft Office, Bloomberg, Lipper Investment Management and Matlab.

    $30.00 /hr
    50 hours
    5.00
  4. Nelson Duarte

    Nelson Duarte

    International Legal Assistance

    Brazil - Last active: 1 day ago - Tests: 1

    I am a Portuguese Lawyer living in Brazil. Experienced in Portuguese, Brazilian and International Law, contracting, project and corporate finance, mergers and acquisitions, offshore structuring, fiscal and planning, trusts and wealth management, IP and Internet Law. Legal writing and legal translation to from Portuguese to English, Spanish and French and from Portuguese, Spanish and French to English. I am a Member of Freelancers Union, US., Global Outsourcing Association of Lawyers (GOAL) and European Freelance Network Association (EFNA). II participated in the following courses: - University of Florida, Levin College of Law, Course in US Law, both criminal and civil (contracts); - Yale University, Course in US Constitutional Law; -Lund University, Course in Introduction to European Business Law; -University of Michigan, Course in Successful Negotiation; -University of Pennsylvania, Course in Introduction to Key Constitutional Concepts and Supreme Court Cases; -Case Western Reserve University, Course in Introduction to International Criminal Law. I am a 5 starts oDesk and Elance freelancer. Service Description I have a considerable international reach through our global network of offices, extensive project management experience and long-established correspondent law firm relationships. We have a strong corporate presence in the main trading markets, with a team of over 300 corporate lawyers on the ground in the UK, Middle East, India, Asia Pacific and North and South America. We have a solid reputation and a proven track record on cross-border transactions. I advise a wide range of commercial organizations on establishing corporate structures, corporate governance and compliance issues. We also handle advisory work for our corporate clients, advising on corporate shareholding or management structures. I provide a full range of incorporation of companies service specially tailored for clients¿ needs, both onshore and/or offshore. Specially, we provide advice on: a) Asset financing; b) Mergers and acquisitions; c) IPOs; d) Company incorporation, organization and reorganizations; e) Establishment of operations; f) Private equity transactions; g) Tax planning; h) MBOs; i) Joint ventures; j) Real estate acquisitions and disposals; k) E-commerce; l) Intellectual property issues; m) Due Diligence and Compliance. FINANCE Through LIBRA Securities LLC, I provide financial advice and consultancy in all capital markets, their rules and regulations. On Trade Finance, from credit committee to drawdown, I am approached by clients for commercial risk-aware advice. I work with them to develop the markets and invest in new products for today's trading community including supply chain financing and risk transfer products. I have the necessary liaisons for structured trade finance, transactional trade finance, On Corporate Finance, the principal areas of expertise are: a) M&A; b) Joint ventures; c) Secundary fund raisings; d) MBOs, MBIs; e) Venture capital and private equity investments; f) Restructurings; g) Funds; h) Capital markets I also can handle advisory work for corporate clients, advising in cases corporate shareholding or management structures. On Project Finance, I am familiar with drafting and negotiating finance agreements, facility agreements, turnkey contracts, off-take agreements, investor documents and sponsor support arrangements. Many of our associated project finance lawyers have experience in other areas of finance including acquisition finance, real estate finance, trade and commodity finance, offering clients access to finance related advice. On Real Estate Finance, I can bring and cover all elements of financing using a mixture of sources including senior bank debt, second lien debt, mezzanine finance, bridge financing and equity investment. I can provide specialist advice on structuring, setting up and financing joint ventures and other collective investment forms, as well as M&A activity. Using our international offices and working as one team, we regularly advise on international transactions where the issues sometimes are complex and varied and the structuring is crucial.

    $55.56 /hr
    17 hours
    4.97
  5. Chirag Shah

    Chirag Shah

    Business Coach and Strategic Consultant

    India - Last active: 20 hours ago - Tests: 8

    I am Chartered Accountant with 13+ years of Entrepreneurial experience. I have ventured into various projects and have been integral part of many start-ups. Couple of ventures which I was associated with got acquired at a valuation. I am currently business coaching 1) Woman Entrepreneur in Switzerland 2) Lean Mobile apps and online start-up in USA 3) Digital Marketing Start-up in USA 4) Top 20 IT product and services Company in Middle East I have Business Coached: 1) Online MLM Company in Netherlands 2) Job services Company in USA 3) Health and Fitness Company in Australia 4) Mobile App start-up Company in Australia 5) eCommerce Consultant to Company in UK 6) Investment Banking Boutique in UK 7) HR policies and procedure consultancy to a Company in Africa 8) IT and eCommerce Companies in India I am on the advisory board of technical institute and was judge for Student in free enterprise (SIFE) global entrepreneurial competition. My Skills are: 1) Business planning and strategy 2) Turning around businesses and business coaching 3) Financial planing and projections 4) Making business plans and Information Memorandum 5) Business development and marketing strategies 6) HR policies and Employee Management programs My brief profile: • Ventured in to then premature domain of E-learning in 1999 and was first to introduce online (Web-based) learning platform for CA Exam Prep in India. • Integral part of start-up team to introduce first online learning platform for US CPA Exam prep in 2002. • Defined and Structured E-learning platforms along with learning contents for US Based Companies like CPApass.Com, Smartpros & USCPASuccess. • Instrumental in Incorporating Broadllyne Technologies Pvt. Ltd. (BTPL) in 2005 an IT Services Company specialized in Education and IT services domain. BTPL developed and implemented first of its kind Education ERPs for School, Colleges and provided application development services to various Organizations. • Conceptualized and developed a unique online digital language learning platform – eduologue for anytime-anywhere language learning. • Conceptualized and architected online CA Audit management System to automate Audit processes, first of its kind in India. • Designed eLearning custom contents for the courses related to finance for CA Courses, USCPA courses, IFRS, Policy and Procedures for ADIB, Derivatives course for leading Financial services Company etc. • Designed eLearning courses for Technical and Behavioral training for Geometric Limited, UASC, Etihad Airways, Marico etc. • Consulted and developed applications based on process systems for Government Organizations like Central Institute of Fisheries education (CIFE), CIRCOAT, Western Railways etc. • Conceptualized and Developed Human Resource Management System (HRMS). • Consulted Number one CA Coaching Classes in India for Franchise development, Train the Tutors program etc. • On the Advisory Board of M.M.College of Technology, Raipur - India. • Lead Special Audit Team at Tata AIG and Themis Pharmaceuticals in 1999-2000. • Special Judge at Students In Free Enterprise (SIFE) a global entrepreneur competition. • Consulted various IIT-Powai incubated start-ups like Webaroo and Computer Masti on Business strategies and development. • Project Consultant to Chanakya Insitute of Management, All India Local self Government outfit for ICT in Government Schools project. • Conceptualized and developed first of its kind community and training portal for Food industry, Food industry professionals Academy (FIPA). Integral part of content development team for developing training modules based on new FSSA Act. • Mentored various Companies in defining business plans and financial projections. Also assisted them in raising PE and Angel funds. I can be your friend, philosopher and guide for your business or projects and be rest assured its done.

    $42.00 /hr
    600 hours
    4.96
  6. David M.

    David M.

    Expert Excel VBA/C# Developer and Oracle-Certified Java Programmer

    United States - Last active: 1 month ago - Tests: 7 - Portfolio: 2

    I'm an expert Excel VBA/C# Developer with over 6 years of experience in developing Excel Macros, Add-Ins and Advanced Spreadsheet Applications. I can streamline your reporting, automate your spreadsheets, as well as create full-scale dashboard applications and powerful add-ins. I have tested within the top 30% of all VBA Programmers, as well as within the top 20% in Microsoft Excel on oDesk's sister site, Elance.com. I am also an Oracle Certified Java Programmer with experience in Finance, Statistics, Game Development, Data Analysis and Application Development. Tested as above average in knowledge of the Java SE7 programming language among certified Java Programmers on oDesk.com. I am skilled in Visual Basic for Applications (VBA), testing within the top 30% of all VBA Programmers, as well as within the top 20% in Microsoft Excel on oDesk's sister site, Elance.com. I have experience in Macro Development and Excel Add-In Development such as Web Scraping and Advanced Automation and Calculation for numerous uses, utilizing C#. Over 6 years of Programming experience. Responsible for developing highly sophisticated Excel Spreadsheets for High Profile Banking Transfer Agency, increasing productivity in that area by over 90%. I enjoy what I do.

    $72.22 /hr
    845 hours
    5.00
  7. Anup A.

    Anup A.

    Expert Financial Modeler

    India - Last active: 20 hours ago - Tests: 2 - Portfolio: 3

    Anup is among the top financial modelers in the world. He has a passion for spreadsheet based solutions and has a diverse experience from his investment banking background and freelance practice. His clients talk highly about him. He sets the standards high and asks to Expect Awesomeness. He was a finalist at World Financial Modeling Championships (ModelOff) 2014 at New York. Every year more than 4000 bankers, consultants, analysts, traders, auditors et al from more than 100 countries participate in the championships where the top 16 reach the finals. Anup has a track record of Experienced delivery of amazing dashboards, eyes widening automation tools, impeccable financial models and insightful analytics. He is a post graduate with experience in Investment Banking with awesome skills at MS Excel, Analytics and Finance.

    $40.00 /hr
    468 hours
    5.00
  8. Grant Smith

    Grant Smith

    Excel, Access VBA and Macro Developer

    United States - Last active: 30 days ago - Tests: 12 - Portfolio: 15

    Experienced professional with multiple skills looking for extra work. Very diligent, attentive to details, hard working and honest. Guru in MS Office Applications (company SME (Subject Matter Expert)) VBAs and Macros Knowledgeable in computer software and hardware problems Many years of customer service including managing a large team of customer service agents Excellent written and speaking communication skills I sell time by adding automation to any office product! Based on East Coast of United States

    $60.00 /hr
    1,521 hours
    4.98
  9. Md Nazmus Sakib

    Md Nazmus Sakib

    Google Script and VBA Developer, Excel and Google Spreadsheets Expert

    Bangladesh - Last active: 2 days ago - Tests: 4 - Portfolio: 2

    I am one of the top contractors for Microsoft Excel and Google Spreadsheets on oDesk. I write advanced formulas and scripts for these. I also develop codes for Google Apps for Work. Services: * Microsoft Excel -Dashboard, Cost & Budget, Tracking -Automation(Formula) -Formatting -Macro/ VBA * Google Spreadsheets -Excel to Google Spreadsheets - Apps Script -Forms -API integration (calender, email, Adwords, External) About Me: I am Md Nazmus Sakib. I am a graduate engineer and earned my degree from the top most university in Bangladesh. I published more than fifteen research papers on IEEE as an Engineering student. I started not very long ago and rapidly growing for my skills and hard work. I have received 5 stars review in 95% of my completed projects. If you need help with setting up or modifying your spreadsheets or Business Process Automation, I would like to hear from you.

    $55.56 /hr
    586 hours
    4.92
  10. Cedric Loiselle

    Cedric Loiselle

    Professional translator

    Canada - Last active: 20 hours ago - Tests: 7 - Portfolio: 6

    Over the last 10 years, I've been working online mainly as a professional translator but also as an SEO expert and a web developer for many different companies. I have a very good work ethic and I am a perfectionist. When I launch myself into a project I become obsessed and work tirelessly until project completion. My native tongue is French and I am also fluent in English. I can easily translate anything from English to French to perfection. I also have a lot of experience in web development and search engine optimization so translating a website is no problem for me. I have a Bachelor of Business Administration as well as a Diploma in Accounting. So translating anything related to business or accounting is something I enjoy very much. I am ready for a new challenge. Whatever your needs may be, send me a message and I'll send you a quote. Best Regards, Cedric Loiselle

    $30.00 /hr
    58 hours
    4.96