Financial Planners & Advisors

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  1. Neha J.

    Neha J.

    Certified Excel VBA / Finance Professional / Business Plan / Budgets

    India - Last active: 1 day ago - Tests: 15 - Portfolio: 78

    1. Have Ten years of experience in working with MS Excel (2003, 2007, 2010, 2013 Formules, Macros, Pivot Tables/Charts/ Reports, Forms). Strong knowledge of integrating Visual Basic with Excel alongwith Strong Database manipulation and analytical skills. Additional knowledge of PL/SQL in Oracle, Database creation, writing Structured Query Language. Experience of Six years in working with other MS Office applications like MS Word 2007, MS Powerpoint 2007. 2. Certified Finance professional for Accounting and Business Analysis. Business Plans writer, Forecasting, Budget and Cashflow Models. ----PLEASE NOTE: I DON'T HAVE MAC OS AND CAN WORK ONLY IN WINDOWS MS OFFICE EXCEL AND VBA MACROS--------------------------------------------- ------------------------------------------------------------------------------------------------

    $22.22 /hr
    3,409 hours
    4.92
  2. Antonio Lopez Jr

    Metatrader, MQL4, MT4, VB, PHP, ASP, Excel automation

    Philippines - Last active: 23 days ago - Tests: 1 - Portfolio: 15

    My specialty is forex trading/ metatrader EA development. To be able to provide low cost, high quality work. My rates are: Metatrader/Mql4 programming, EA development - $8/hr. PHP, ASP Programming/Website design and maintenance - $7/hr. Data entry/ encoding - $2/hr. Email Marketing/Advertising - $3/hr. You can hire me full time at a discounted monthly rate, up to 50% of my regular hourly rate.

    $8.89 /hr
    3,523 hours
    4.55
  3. George Kravchenko

    George Kravchenko Agency Contractor

    Software for humans

    Ukraine - Last active: 05/15/2014 - 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
  4. John P.

    John P.

    Business Finance Consultant

    United States - Last active: 2 days 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
    3,332 hours
    4.93
  5. Samantha Glass

    Samantha Glass

    Financial Planner

    Canada - Last active: 14 days ago - Tests: 3

    I have worked in both a management and administrative capacity for 20 years. I am extremely proficient in all Microsoft Office programs, and am also very familiar with the internet and all its applications. For the past 6 years I have worked from home running my own marketing, sales and real estate agency. Recently, I built an access data base for the entire Alberta region of Great-West Life. I am also currently working for a company doing internet research for start up companies and building a data base of these companies directors. I am a hard worker, detail oriented and truly enjoy working with a computer and working from home.

    $20.00 /hr
    2,554 hours
    4.69
  6. Gayathri V.

    Gayathri V.

    Financial Analyst/Excel-VBA Expert/Powerpoint specialist/Tableau

    India - Last active: 4 days ago - Tests: 9 - Portfolio: 2

    10+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. Expertise in developing interactive dashboards on Excel and Tableau Software 5 star rated on Upwork with excellent communication skills. Fast learner and high attention to detail Have worked on a variety of financial and analytical assignments. Well versed in developing excel models, performing data analysis, writing business reports and preparing high impact powerpoint presentations. Have developed Excel templates, financial models with VBA - macros, userforms, functions and event based programs.

    $16.67 /hr
    2,226 hours
    4.94
  7. Qihui S.

    Qihui S.

    China Resource, VA, Taobao,Amazon,Alibaba, Shipment, export/Import ,

    Malaysia - Last active: 4 hours ago - Tests: 3 - Portfolio: 48

    Your Satisfaction is My Goal Which I Will Try My Best to Approach . My clients are from different countries, (Australia, France, U.S.A. Canada, Israel, U.K, Italy, Argentina, Switzerland, Thailand. Saudi Arabia , Japan, China , Malaysia. SIngapore) I am a native Chinese and live in Malaysia now , I could speak fluently English , Chinese, Cantonese, Hokkien (Taiwanese). I worked at garment line for 9 years as a Merchandiser & coordinator manager.Now I am full time mum and work at home as Freelancer, I have flexible time at least 8 hours per day. I am hard-working, reliable, efficient, good-time management, punctual person. I always want to make things done with highest quality as possible. I am an experienced research specialist, marketer, translator, data entry , Taobao related, Resourcing , shipment arrangement out of Asia to Europe and American, Import and export experience, Amazon Seller Central stock control experience ,Amazon order details follow up, Amazon shipment quotation and arrangement management. Payment Processor and Forex experience etc..., I am the bridge that let you know Asia market grow up your online business , And I have a great eye to focus on task details . I own a excellent ,high-speed (10 Mbps) ,stable internet connection support for my royal clients.

    Groups: oTranslators

    $12.78 /hr
    5,906 hours
    4.97
  8. Jamin C.

    Jamin C.

    Determined Fast and Reliable

    United States - Last active: 1 day ago - Tests: 7

    I am currently doing volunteer teaching work in France. I speak, read and write both English and French with English being my first language. I have done translation and interpreting work on an individual basis and for large groups. Over the past 4 years I've worked as a Licensed Personal Banker for 2 large banks in New York. Within the bank I managed the sales team, was responsible for meeting sales goals and assisted the manager in managing all functions of the branch. I have strong sales skills but also excellent oral and written communication skills. Part of my job was written communication with clients from diverse backgrounds. This helped me to become proficient in writing, proofreading, and correction. Also I have worked as a Personal Assistant and Manager where I was in charge of organizing meetings, travel arrangements and doing research projects. As a Personal Assistant I managed the team and kept things running in the office. I touch type 60 words per minute and I am very comfortable working with computers. I have transcribed videos and audio files. I enjoy writing and this passion has helped me to write many articles on a variety of topics in both English and French. I know the value of getting work done quickly and accurately. I am good at leading others to accomplish that same goal.

    $16.67 /hr
    6,830 hours
    4.72
  9. Le cecile D.

    Le cecile D.

    Excel Expert/Marketing Analyst/Data Encoder

    Philippines - Last active: 4 hours ago - Tests: 5

    I am a Marketing analyst with over a year experience in the field and with over 4 years experience total being a workforce analyst. Anxious to provide service in statistical analysis and other areas such as data analyst and customer service and support. I am currently working as a Marketing Analyst Supervisor and have a previous experience as workforce analyst, specifically working on schedules, and data analysis. I have an advance proficiency in MS Office especially Excel. I have experienced using the following CRM; Salesforce Oracle Incontact

    $7.78 /hr
    2,082 hours
    5.00
  10. Nosheen S.

    Nosheen S. Agency Contractor

    Medical Billing Project Manager

    Pakistan - Last active: 1 day ago - Tests: 3 - Portfolio: 41

    To work as a Medical Billing Project Manager or in another Healthcare position which, fully utilizes my skills and experience while offering an opportunity for advancement. I have worked 12 years in a US-based company. From a Medical billing specialist, AR, EDI Analyst to Management level had almost performed all the tasks related to Medical billing. As Manager Operations I lead the group of 120 employees and look after all of their administrative and operational tasks. As a Manager Special Projects, Manager CPI and a Strategic Analyst I have worked on Company top priority projects. I have also made company's Business and strategic plans and also worked on highest priority projects and acquisitions assigned by company CEO and GM. I was the part of company's top managements so in that way mostly involved in making marketing strategies and guiding marketing executives in their projects. Financial analysis also been done for different projects. I have also experience to communicate with US doctors and other third party healthcare staff i.e. insurances, doctors, clearing houses and other third party payers. I have also visited US and visited doctors’ offices and hospitals to completely know about their processes. a) Medical Billing Services includes the following:- - To check Eligibility and verification of patient’s health benefits from insurance carrier’s website and through Phone. - Create appointments on scheduler while receiving patient calls - Full patient demographics and charge entry - Insurance claims submission (primary, secondary or tertiary) - Accounts receivable analysis with corrective and preventive actions and decision making for Collections - Strong claims follow up on denials from insurances like Workers Comp, Medicare, Medicaid, BCBS Semi Government, Managed care and Commercial Insurances (Aetna, BCBS, Cigna, UHC, Oxford etc...) - Patient billing inquiries as per received information from provider office - To check claim status from insurance, websites, auto response unit and via live calls. - To make on call appeals for reprocessing of incorrectly processed claims based on billing knowledge - ICD9, CPT and HCPCS Coding and/or review, Encoder pro Expert licensed version guided for correct coding - Daily, Monthly and annual AR Financial reports preparation - Custom reports where required - Patient billing as per instructions - Credentialing guidelines - Consulting/Training - Super bill review - Appeals (b). Medical Coding - To research the right DX and CPT code according to medical records - Provide right DX pointers for the first time to avoid payment delays - Suggest appropriate modifier for maximizing the revenue via Encoder pro Expert licensed version (c). Specialties Anesthesiology Cardiology Chiropractic Dermatology Emergency Medicine Endocrinology Family Practice Gastroenterology General surgery Geriatrics Gynaecology and obstetrics Internal Medicine Pneumology Orthopaedic Otolaryngology Pathology Pediatrics Physical Medicine and Rehabilitation Physical Therapist Psychiatry Neurology Radiology Radiotherapy Rheumatology Urology

    Associated with: Nosheen

    $6.67 /hr
    4,227 hours
    5.00