Financial Planners & Advisors

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  1. John P.

    John P.

    Business Finance Consultant

    United States - Last active: 1 day ago - Tests: 8 - Portfolio: 1

    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!

    $96.67 /hr
    3,226 hours
    4.94
  2. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 3 days ago - Tests: 1

    I am a financial consultant who specialises in helping clients: 1. Engineer Financial Solutions to promote their financial aims; 2. Develop Strategies to obtain Debt or Equity Financing; 3. Create Strategic or Business Plans; and 4. Manage their investments whether by providing direct insights on Capital Markets or developing portfolios. I developed all of these skills through my 17 years of high-level experience in Capital Markets, Derivatives, Investment Banking, Private Equity and Treasury. Over this period, I have worked on multiple debt- and capital-raising projects, valued in the billions of dollars, with a superlative degree of success. I combine my vast experience with outside-the-box thinking, a high attention to detail, awareness of current business issues and a passion for excellence to any work I undertake. In many cases, I have been able to turn-around situations that people thought were difficult or impossible to the advantage of my clients/employers.

    $72.22 /hr
    4,145 hours
    4.94
  3. Frances Foytek

    Frances Foytek

    Accountant/Bookkeeper

    United States - Last active: 1 day ago - Tests: 6 - Portfolio: 1

    I am an experienced U.S. degreed accounting professional and CPA candidate with over ten years in corporate and small business accounting and management. I offer intelligent business support, excellent problem solving, and leadership skills. I have successful oDesk virtual accounting, bookkeeping, and business support experience. I have QuickBooks, QuickBooks Online, Peachtree, and Mas 90 accounting software experience. QuickBooks Online conversion experience, Microsoft Office with Excel reporting and analysis. Best results are obtained by applying best practices, current Generally Accepted Accounting Principles (GAAP), International Financial Reporting Standards (IFRS), and U.S. tax knowledge. You can Lower your ongoing accounting costs by converting your company's financial information to QuickBooks Online. My tax tip for 2nd Qtr. 2015: Home Office deduction can apply if you use a part of your home regularly and exclusively for business: The Simplified Option: You can deduct $5 per square foot for a maximum of 300-square-feet for your home office. This equates to a $1,500 deduction. •The Regular Method: You can write-off a portion of your insurance and utility bills, as well as a percentage of your home depreciation or rent.

    $30.00 /hr
    4,649 hours
    4.84
  4. Thomas Hughes

    Thomas Hughes

    Writer

    United States - Last active: 1 day ago - Tests: 10 - Portfolio: 6

    I am an experienced market watcher, armchair economist, trader, writer and blogger. I have been working in the field of online content generation and management for over five years and am extensively published. My focus is broad, I write, manage and edit content for several websites and am always looking for the next project. I provide the highest quality work, with the quickest turnaround possible and strive to leave every completely satisfied.

    $35.00 /hr
    1,227 hours
    5.00
  5. Mohammad Mohammadi

    Mohammad Mohammadi

    Journalist, web designer, and researcher with a rainbow of skills

    France - Last active: 1 day ago - Tests: 3

    A seasoned versatile TV journalist for international channels such as BBC, is seeking part time challenges as a researcher, editor, and translator. A combination of my outstanding scholastic records in both English and Persian languages along with extensive experience of working as an editor and a translator within past years give me the ability and confidence to undertake any related jobs. My outstanding IELTS score of 8 (out of 9) evidently proves my high language abilities. I have been also awarded CAE (Certificate in Advanced English issued by University of Cambridge). I have been trained by the the University of Westminster (London) as a language teacher and examiner. I have also been the Persian (Farsi) language teacher of BBC staff.

    $30.00 /hr
    2,633 hours
    5.00
  6. Vinnie R.

    Vinnie R. Agency Contractor

    Business Plans, Pitch Decks, Start-up Consulting, Finance & Marketing

    Canada - Last active: 1 day ago - Tests: 8 - Portfolio: 6

    A strong business leader, I have 15 years of senior management experience with several Fortune 500 companies. In addition, I am a top performer and contractor for oDesk Enterprise Solutions and a recipient of the oDesk Top 10% Award. My expertise includes: -Business strategy/pitch decks -Business plans & proposals -Financial Forecasts, Analysis, Business Valuations -Marketing Strategy and Plans -Project Management & Six Sigma My objective is to build a consulting practice and deliver to you, the client, the best knowledge, expertise and results that our team has to offer. I am energetic, dedicated and will deliver 100% to each and every project. I look forward to the opportunity to work with you, sharing my expertise and making us both a success! Skills Summary: Business Strategy/Business Plans; Start-up consulting, Business Plans, Investor plans, Pitch decks, Market Research, Executive and Investor presentations Finance; Financial Budgeting and Forecasting, Business Plan Development and Financial Analysis, Margin, Income Statement & Balance Sheet Management, Month End Closing, Analytical Expertise, Audit and Internal Control, Marketing; Online Channel Management, Strategic Planning, Brand Development, Mass Media Strategy and Execution, Management of Direct Marketing and Telemarketing Channels, New Product Development, Market and Consumer Research, Retail Marketing, Marketing and Statistical Analysis Project Management: Recruitment, Business Process Development and Facilitation, Vendor Management, Team Management, Lean Six Sigma, Senior Project Management

    Associated with: CORE Consulting Services Inc.

    $50.00 /hr
    1,711 hours
    5.00
  7. Faisal Javed

    Faisal Javed Agency Contractor

    Investor Ready Business Plans and Pitch Decks

    Pakistan - Last active: 1 day ago - Tests: 18 - Portfolio: 21

    QUICK OVERVIEW: * Over 7 years of progressive experience in writing business plans, pitch books, financial projections/analysis, and accounting. * Expertise lies in the preparation of investor-ready business plans, immigration business plans, venture capital business plans, and business plans for internal assessment/feasibility purposes. * Worked with high net worth individuals and companies generating a multimillion-dollar turnover per annum or seeking as much as $300 million in start-up funding. * 100% customer satisfaction backed by a unique oDesk Money Back Guarantee on hourly contracts, meaning you will get your money back from oDesk in case of dissatisfaction. * 98.8% positive reviews on oDesk. * Highly recommended business plan writer by previous customers * IBISWorld industry research reports are available for US-based companies, which is a highly reputable source for collecting industry statistics and trusted by private investors, bankers, and venture capitalists. IBISWorld charges $950 per industry report that you will get included in your business plan free of cost. * Offering free branding (logo) services to start-up entrepreneurs requesting business plan and pitch deck together. * Use of royalty free images in the business plan and pitch book that you can even publicize on your website, flyers, social media, and other promotional materials. * Free business plan review available! * Ranked 1st in the Business Plan test among over 9,000 test takers, by achieving 100% score. The test result is visible on the profile. Ranked among the top 10% or 20% successful test takers in all other relevant tests. * Sophisticated and appealing designs for business plans and pitch decks to inspire your prospective investors and other stakeholders. * Willing to sign an NDA to provide maximum protection to your business model and commercial interests. PROFESSIONAL SUMMARY: Faisal has over 7 years of progressive experience in writing award-winning business plans, investor pitch books, marketing plans, new business development, business coaching, market research, industry analysis, branding, pricing, financial analysis, corporate accounting and management consulting fields. A savvy start-up business planner and strategist, Faisal commenced his professional career back in 2007 when he secured his first employment in Comprehensive Business Consultant, Islamabad, Pakistan as an Assistant Auditor. He accelerated his professional career further in accounting and financial analysis fields by joining SNL Financial as Financial Analyst in 2009, a leading financial data providing firm located in the US. Acknowledging his tireless efforts and dedication to work, he was promoted to Coverage Analyst role later in 2011 where he continued to serve the organization for another one year. At the beginning of 2012, Faisal combined his business acumen and vast experience and founded his own business plan writing firm, Aceplans. Being a business plan writer and project manager at Aceplans, he has worked with over 130 start-up companies. Most of them were from the US, Canada and Australia, and helped them in preparing business plans, business strategies, operational plans, marketing strategies, and financial projections. I am looking forward to meeting you and discussing your startup business idea and needs. So what are you waiting for? Contact me today and let's start working on your business plan right away! WORK SAMPLE: Please review two business plans and one investor proposal samples by visiting the following link: https://www.dropbox.com/s/ozdcxc316wfcem1/Business%20Plan%20Samples.pdf WHAT MY BUSINESS PLAN WILL INCLUDE? Please download and review the table of contents that I normally follow to prepare a business plan. The final business plan could have slightly different contents based on your actual requirements. https://www.dropbox.com/s/vc9zqm59wpdxcza/Table%20of%20Contents.pdf?dl=0

    Groups: Lisnagol | DIRECT™, Outright.com

    Associated with: Bright Outsourcer

    $50.00 /hr
    2,144 hours
    4.96
  8. Muhammad Ali Awais Khan

    Muhammad Ali Awais Khan Agency Contractor

    Expert in Accounting, Xero and Quickbooks etc

    Pakistan - Last active: 2 days ago - Tests: 7 - Portfolio: 2

    My objective is to provide high quality services to my clients in the fields of Accounting, Bookkeeping, Finance , Tax, Corporate, HR and other support management tasks at international level in order to earn good repute internationally among professional accountants and after consistent struggle and hard work of 7 years I have earned the status of top rated professional accountant at odesk and now I would work even hard to hold this status.

    Associated with: BestExpertProviders

    $35.00 /hr
    11,926 hours
    4.78
  9. Alessandro Lione

    Alessandro Lione

    Business services and administration - Start-up counseling

    Australia - Last active: 3 months ago - Tests: 10

    Born in a competitive environment where a pause was an error and an error was a catastrophe I quickly learned that desires had to be gained too. A programming and IT industry background gave me an analytical thinking that, coupled with a natural cool blood and patience, makes me able to solve the most complex issues and obtain the best results even complex tasks with pressing deadlines. Well before the legal age I had to take the reins of a family business, giving it a x3 income boost in less than two years, while my home country faced one of the worst crises in the recent economical and political history. That was only the sparkle that started it all; I've already two successful start-up under my belt (from initial business plan to deploying) and the chance of new challenges makes my mind rev faster. I'm an "hands on" approach lover and if I choose to undertake a project I always succeed and exceed expectations. When I wished to learn about web and social media marketing I ended up writing a book aimed at new start-up and entrepreneurs. I'm a great buyer, I love it; give me an internet connection and an Excel spreadsheet and you'll have the best buy at the lowest possible price. When I find a good offer, then I'll make it a bargain. I've experience in leading and coaching small to big sized teams (50 people) through complex tasks and tight deadlines. As an added bonus I'm passionate in everything is complex and, thanks to a continuous learning process, my knowledge cover a vast amount of different topics. Experiences: Business planning Business analysis and tweaking Bookkeeping Buying Team leading and coaching Clients loyalty and retention Marketing and copywriting PR management Italian native speaker English fluent speaker

    $38.89 /hr
    4,613 hours
    5.00
  10. Grant Smith

    Grant Smith

    Excel, Access VBA and Macro Developer

    United States - Last active: 2 months 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
    1,498 hours
    4.98