Financial Planners & Advisors

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  1. Stella S.

    Stella S.

    Your go-to writer, proofreader, and transcriptionist

    Philippines - Last active: 2 months ago - Tests: 11 - Portfolio: 2

    Don't you just abhor misplaced apostrophes, superfluous commas, and unprofessional typos? Which is more devastating: the feeling that there are simply way too few compulsive editors in the world to fix everyone else's careless grammatical errors or the troubling notion that perhaps no one cares anymore? If you need professional, original writing from a reliable, no-nonsense provider, look no further. I guarantee high-quality work promptly delivered and specially created to meet your project specifications. I aim to provide quality work to clients in the areas of writing and editing, data entry, and business services. I have a general background of financial accounting, statistics, and have been exposed to annual reports. As a business graduate, I am familiar with reports and papers involving business jargon and enjoy proofreading such documents. Regardless of the type of work, I am a responsible, conscientious, and reliable provider.

    $15.00 /hr
    1,741 hours
    4.99
  2. Andre Mittag, MA

    Andre Mittag, MA

    Consultant in Finance and Economics

    United States - Last active: 01/17/2014 - Tests: 10 - Portfolio: 2

    I am an American with an MA from Boston University and extensive financial, economic, and statistical experience. I have 5 years of experience in the finance industry. 3 years of it choosing asset allocation, ETFs, mutual funds for aggregated (US) $18 Billion in assets. My time in the industry also provide opportunities to do valuations on potential products (mutual funds among others) and to present to executives on business risks and economic conditions. I have extensive excel skills including building a comprehensive client facing proposal system and a simplified optimization strategy. I am interested in both short term and long term projects and growing my reputation for excellence.

    $27.78 /hr
    217 hours
    4.96
  3. Gabriel D.

    Gabriel D.

    Statistician/ Data Scientist

    Kenya - Last active: 4 months ago - Tests: 10 - Portfolio: 1

    I use statistical and econometrics to achieve the desires statistical analytic. I am a data scientist with a passionate interest to specialize in financial analysis, models and design algorithm. My Statistical and econometric skills include: > Statistical modelling > Linear regression > Panel data models > Binary outcome models (probit, logit, bivariate probit) > Multinomial and ordered models > Limited dependent variable models > Count data models > Survival analysis > Spatial econometrics > Quantile regression > Systems of regression equations > Time-series models My financial skill are mainly financial analysis and modelling. Fluent in: > R > STATA > SAS > SPSS > Minitab > Matlab > Tradestation

    $10.00 /hr
    547 hours
    4.97
  4. Ruochen Yuan

    Ruochen Yuan

    Project Manager

    United States - Last active: 2 months ago - Tests: 10 - Portfolio: 6

    I'm a full time project manager at Capital One. I graduated in 2013 with a 3.9/4.0 GPA from University of Michigan, Ross School of Business. I am very attentive to detail and would love to help in any way possible. I have exposure to Wordpress with HTML/CSS editing, financial modeling, project management, Photoshop, video editing, and technical assistance (windows/network infrastructure).

    $15.00 /hr
    58 hours
    5.00
  5. David M.

    David M.

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

    United States - Last active: 2 months 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
  6. Melanie K.

    Melanie K.

    Admin./HR Project Management, Business Writing, Resume Writing

    United States - Last active: 11/19/2010 - Tests: 13 - Portfolio: 9

    Welcome and thank you for considering me as a prospective contractor. I am a well-rounded candidate, with experience across multiple disciplines within the business environment (executive administration, human resources and accounting). While this experience is diverse, there are common requirements of an employee capable of functioning effectively within these roles: versatility, adaptability, integrity, propriety, an ability to learn quickly and a desire to see projects through to fruition. I am this type of person. I hold a bidisciplinary Bachelor of Arts in business administration and English composition/literature. This academic mix serves me well by providing a solid understanding of business acumen, best practices, writing styles and techniques. I have additional areas of study in news writing (journalism), business writing and accounting. I am currently seeking freelance opportunities within the fields of: * Administrative project management * Human resources * Writing * Proofreading * Editing Thank you again for stopping by. I wish you the best of luck in your search.

    $22.22 /hr
    85 hours
    4.58
  7. Mari alice T.

    Mari alice T.

    Certified Public Accountant, Data Entry, Web Research

    Philippines - Last active: 2 months ago - Tests: 8

    I am a professional accountant that is looking for a long-term part-time or full time job commitment with less voice calls and more output. Registered Certified Public Accountant since 2005. Has extensive work experience in different fields of accounting and office administration. Strong work ethics, morally conscious, honest worker. Eager to accept new challenges and learn new lessons on the filed of general accounting practice.

    Groups: Outright.com

    $7.00 /hr
    74 hours
    5.00
  8. Nimrod Laborte

    Nimrod Laborte

    Excel Expert/Visio Expert/Data Encoder/Analyst

    Philippines - Last active: 10/21/2014 - Tests: 4

    I am an industrial engineer with 6 years experience in systems analysis & design and business process improvement. I have work experience with various industries such as real estate, car dealership, warehousing, manufacturing, restaurant and consumer products. One of my strengths is the use of MS Office especially Excel, Visio, PowerPoint and Word. I develop templates with Macro programs and combination of Excel formulas (SUMIF, VLOOKUP, NESTED IF, PIVOT, etc.). Also, I design and improve processes by preparing process flow, forms and reports. I am very attentive to my clients' instructions and can deliver results in a timely manner. I consider myself as a team player who is always willing to do his best to meet or even exceed the clients' expectations.

    $3.33 /hr
    378 hours
    5.00
  9. Nithya Nagarajan

    Nithya Nagarajan

    Process Mgr, Zendesk,Accounts,Bookkeeping,Excel pro, Web research,

    United States - Last active: 2 months ago - Tests: 14 - Portfolio: 4

    To take up accounting/ finance/Process oriented jobs virtually and to render my best through my earlier experience and skills. I have nearly 13 years of experience with top companies in the field of accounts and finance in the ERP world. I have short learning curve, very good attention to details and better time-management. Being expert in MS Office tools, preparing variances, KPI's, monthly reports and analysis, I wish to take up related assignments. I am also an active web researcher, email extractor and Excel Pro.

    $16.67 /hr
    5,020 hours
    5.00
  10. Jared T.

    Jared T.

    CPA - Audit & Tax

    United States - Last active: 2 months 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