Financial Planners & Advisors

Clear all filters
  1. H. Scott Watson

    H. Scott Watson

    Extensive business strategy & planning expertise.

    United States - Tests: 1 - Portfolio: 2

    The Principal of Planet 3 Systems, with over 35 years experience in system engineering and management consulting for business, government and military clients. Comprehensive business planning and strategy development based on the principles of operations research and system engineering. Taught management teams of companies the principles of the strategy development and planning process while leading them through the development of comprehensive business plans. Invited lecturer on comprehensive business planning to second year MBA classes at UCLA Graduate Management School for several successive years. Provided management consulting and business system consulting to a wide variety of enterprises.

    $111.11 /hr
    0 hours
    4.68
  2. Oleksandr Shlepak

    Oleksandr Shlepak

    Experienced English-Russian translator, Young accountant

    Ukraine - Tests: 3

    My name is Oleksandr Shlepak and I'm an experienced English-Russian and English-Ukrainian translator. I'm a native speaker of Russian and Ukrainian languages. I provide English-Russian/Ukrainian and vice versa translations in any general/financial topics. I have an advanced level of English, both financial and general (proven by ICFE and IELTS). My quotes per word of translation are low, because I need to build a portfolio, but the quality of my translation is very high. As a holder of Master's degree in Financial Management of one of the major Ukrainian universities and a student of ACCA program, I also provide junior level financial services.

    $3.00 /hr
    0 hours
    5.00
  3. Bryan Ray Arzanan

    Bryan Ray Arzanan

    Certified Public Accountant

    Philippines - Tests: 7

    Extensive and diverse audit and accounting experience in financial accounting, financial analysis, financial audit, month-end accounting close, general ledger analysis and month-end financial procedures and reporting. Highly proficient in Microsoft Word, Excel, SAP and JDE Applications. Areas of expertise: •General Ledger •Cash Management •Accounting Close •Balance Sheet Reconciliation •Process Improvement •Business Process Mapping •Executive Reporting

    $10.00 /hr
    0 hours
    5.00
  4. Chad M.

    Chad M.

    ESL Teacher - English Writer - Financial Consultant

    United States - Tests: 1 - Portfolio: 2

    Hi, I'm Chad. Thanks for taking a look at my profile and considering my services. I have expertise in two different fields. First, I have several years experience teaching English as a Second Language. I have taught all age groups, from children through adults, and various nationalities. I look forward to helping improve your English skills next. Through my experience teaching ESL, I have helped students with both written and verbal English. Some of the topics I have taught include: * public speaking * presentation skills * spelling * vocabulary * idioms * listening * speaking * pronunciation * intonation * reading * writing * and, of course, grammar! My goal is to help you on whatever topic you need to practice. If you would like to use a certain textbook, just let me know. I am able to offer English writing, proofreading, and editing services. Check my profile for a sample of English work I have authored. I can also work with money management and financial topics. I have several years of investment experience and study on a wide variety of products, including stocks, bonds, insurance, annuities, ETF's, ETN's, forex, options, real estate, REIT's, and mutual funds. I have written several financial articles here at UpWork. I look forward to working with you next.

    $20.00 /hr
    0 hours
    5.00
  5. Alexey Zolotarev

    Alexey Zolotarev

    IT Operations / COO consulting, Program Manager, Process Manager

    Russia - Tests: 7 - Portfolio: 2

    • Enabler and Coach of Mature Agile Project Management Practices • Prior experience in full scale, global Complex Systems implementations • Exemplary technical and people leadership skills • Strong ability to explain technical issues to business users • Ability to assess customer needs and create product requirements documentation. • Makes effective decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; uses a mixture of analysis, experience, and process to reach conclusions • Has high tolerance for ambiguity • Excellent presentation/oral communication skills • Excellent leadership, management, communication, collaboration and interpersonal skills

    $50.00 /hr
    0 hours
    5.00
  6. Chris Pomoni

    Chris Pomoni

    Business & Finance Writer, Investment Advisor

    Greece - Portfolio: 4

    6+ years experience in Financial Analysis and 4+ years experience in Portfolio Management. Experienced Business and Finance writer in U.S & U.K. online publishers, holding an MBA Finance with High Distinction from the American College of Greece. Has modeled Financial Plan (2007) and Capital Budget Template (2011). Has worked as Investment & Insurance Adviser and has provided managerial support in several companies. Has written over 70 academic projects for the University of Phoenix. Has lived in Chicago, IL, USA and Boca Raton, FL, USA as part of personal and professional development.

    $4.00 /hr
    6 hours
    5.00
  7. Marichu Francisco

    Marichu Francisco

    Certified Public Accountant/Bookkeeper / Fast Data Encoder /Typist

    Philippines - Tests: 3

    Over the last 7 years since I started to work, I have worked in a a real estate business which now is one of the fastest growing company in the industry. During these times, I have been assigned to many departments, not only accounting which reflects that I am flexible enough to complete a task. Previous assignments were business process re-engineering and internal audit. I also have went to graduate school wherein I have been trained to be more analytical and be more creative, especially in decision-making.

    $4.44 /hr
    1 hours
    5.00
  8. Athanasios Antoniou Karademitrou

    Athanasios Antoniou Karademitrou

    Expert in Data Entry, Customer service representative, Vir. Assistant

    Sweden - Tests: 6

    I graduated from my bachelor's degree in Finance and Accounting, one year ago, and I am currently in a Master's Program in Accounting and Αnalysis in Stockholm. I would describe myself an inquiring mind with intellectual curiosity because I am always in the search for challenges. Due to my working experience in accounting and auditing firms, I received major training in Accounting and Financial and Taxation Issues, while I developed my skills regarding Microsoft office and Data entry to the max. I used to be part of a highly-effective team and I was assigned many projects that I managed to over-perform. Due to the special customers (Neurological clinic) of my previous employer, that I had to deal with, I had to communicate with persons suffering from dementia and many other mental illnesses and with their desperate and agonizing relatives as well. That experience helped me develop excellent communication skills, even with difficult customers and I believe that I can become customer support representative in almost every firm. I possess excellent analytical and quantitative skills as shown by my tests and I have obtained a GMAT score of 710, a band 8 IELTS while I own a C2 certificate in English. Last but not least, regarding my strengths, I would like to stress my obsession with detail and the effectiveness that I guarantee I will perform each and every task and project that is going to be assigned to me.

    $3.33 /hr
    1 hours
    5.00
  9. Martin Bloechinger

    Martin Bloechinger

    Founder, Consultant and VBA Expert

    Germany - Tests: 8 - Portfolio: 4

    In a brief summary: A combination of deep business knowledge and Excel VBA skills. My skillset: - Website analytics and controlling - Online marketing strategies - Excel / VBA - Building up an internet business My background: Im working since 15 years in the internet business and have founded two companies myself. Since 10 years I'm working with Excel VBA, mainly for creating controlling tools and to optimise workflows. What I can do for you: I can review your business plan, challenge your implementation roadmap and also help with various roles needing to launch a successful internet business. I'm an expert with Excel and VBA and can help with all sorts of automation tasks. Wheter it's about finding the right technical plattform for a lean start, challenge agencies or setting up the first online marketing campaign. Due to my founding history I have very broad knowledge about all relevant areas in the internet business. I also have broad experiance in controlling and website analytics. I can define a Google Analytics tracking strategy and help you to find the right KPI to monitor the success of your company.

    $40.00 /hr
    6 hours
    5.00
  10. Conraad J.

    Conraad J.

    Business Success starts here!

    United States - Portfolio: 2

    Success is Not an Option, It's a Necessity With a background in Entrepreneurship, Sales and Management, I understand the need for detail and clarity within any Business Writing project. However, your message must also be delivered with creativity and in a manner that can be understood by the majority. I will develop your written content in a manner that best serves to achieve the goals and needs of your business. Content will be precise and refined as well as imaginative and interesting.

    $45.00 /hr
    0 hours
    4.83