Financial Planners & Advisors

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Jeniffer B.

Jeniffer B.

Recruiting Services- Over 125K and 6000+ hours lifetime on Upwork

United States - Portfolio: 1

Professional HR & Recruitment Services Expertise in: Recruitment, Candidate Sourcing (incl. Boolean Search), Social Media Recruitment, Strategic Planning, Training and Facilitation, Process Development and Improvement, Policy Development and Improvement, & Writing on the subjects of recruitment, HR, and careers. Clients: I am available for ongoing or short-term recruiting projects. I run a full recruiting desk, with access to networks of candidates that other recruiters are unable to provide. If you're looking for a professional to represent your company confidentially to potential future employees - contact me today.

$30.00 /hr
6,473 hours

Mits T.

Mits T. Agency Contractor

Web Designer/Developer

India - Tests: 8 - Portfolio: 16

√ TOP RANK | I am a professional Web Designer/ Developer having 14+ years of working experience and senior level expertise in the below mentioned: - iOS and Android Game/App Development - Web development (frontend, backend - PHP, Cake PHP, Yii, JavaScript/jQuery, Zend, .NET) - Graphic Designs including brand and packaging designs. Like to solve complex problems that require research and analytic skills and I prefer challenges to boring programming. I always online via Skype/email and respond in a timely manner (if not asleep). I promise you about quality and timely delivery for any task you assign me. I always believe in maintaining long term relationships with clients. Thanks!

Groups: Bluehost Developers and Designers, MailChimp Experts Group...

$18.00 /hr
7,016 hours

Farhan Yousaf

Farhan Yousaf Agency Contractor

Project Manager | Accounting & Book Keeping | Quick-books | MBA (B&F)

Pakistan - Tests: 6 - Portfolio: 8

My objective is to provide high quality services to my buyers / clients in the fields of Accounting, Bookkeeping, Finance , Tax, Corporate, HR and other support management tasks at international level in order to earn fair amount of money and to develop good relationship with people around the globe whom i work for.

Groups: BigCommerce, BoonEx

$5.56 /hr
3,739 hours

Debjani MItra

Debjani MItra

19 Years experienced Bookkeeping Specialist

India - Tests: 18 - Portfolio: 14

I am a Certified Accountant from India and a fulltime freelancer. I started my working life at Price Waterhouse where I developed accounting and auditing skills. Then I worked for 10 years at various companies. After that I turned to freelancing fulltime. I am a Xero Certified Advisor, certificate available in my portfolio. I have been book keeping for the past 19 years, and my skill sets can be categorized as follows- Australian book keeping, GST and BAS. I use Xero, MYOB, Saasu for my clients, have complete knowledge of GST and BAS. I do not file BAS however. Real Estate Book keeping:- I have many real estate clients in USA and Canada. I am very skilled in use of Propertyware, Rent Manager, Appfolio and have some experience in Buildium and Yardi. I have complete knowledge of property setup, tenants setup, creation of Owner reports, Trust reports, Reconciliation US, UK and Canada book keeping:- I regularly use Less Accounting, Freshbooks, Clearbooks, Kashoo, Mint.com, Wave, Quickbooks Online, Quickbooks Desktop versions (Pro, Premier, Enterprise), Odoo (erstwhile Openerp), Netsuite, Sageone, Brightpearl among others. While using these software, I also need to use other platforms, Bill.com, Expensify, Receipt Bank, Lockbox. The Project Management Software/ CRM I use regularly include Highrise, Zoho, Salesforce, Basecamp, Asana My personal traits- >Honesty and Sincerity. If I don't know something, I will tell you I don't know at the moment and will learn and get back to you. > Able to follow instructions perfectly. All my clients can vouch for the fact that any instruction was followed to the last letter. This helps immensely in data entry >No need to micromanage. >Creative and fun to work with. Interested? Please drop a line and I will get back to you immediately.

$11.11 /hr
4,263 hours

Michael H.

Michael H.

Experienced Controller, CFO, CPA, MBA

United States - Tests: 7

To assist individuals and companies alike, who require consulting services relating to business, accounting, finance, strategy, and analysis/ modeling. High performing Finance/ Accounting Executive with a proven record of profitable growth, earnings enhancement, and increased operational efficiency. Unique blend of strategic business planning and information technology, driving process improvement and productivity. Management of $6 Billion private banking, $150 Million investment, $250 Million residential mortgage, and $1.5 Billion commercial lending portfolios. Initiatives include secondary loan sale and other fee income strategies, introduction of new product lines, and operating expense reductions improving ROA by 25%. Implementation of CRM, Transfer Pricing, Asset/Liability Management, and other organizational profitability systems improving earnings by over $5 Million.

$50.00 /hr
1,756 hours

Faridul Abedin

Faridul Abedin

Financial Plan and Business Plan Expert

Bangladesh - Tests: 23 - Portfolio: 9

Having more than 5 years of Practical working experience. Strong theoretical knowledge in the field of "Accounting, Finance & Management" I am a CPA and Cost Accountant. In addition, I have completed Bachelor and Master in Finance. My areas of expertise are (but not limited to): *Budgeting & Forecasting, *Financial Planning, *Proforma Financial Statement, *Financial Reporting, *Business Plan *Financial Statement Preparation *Consolidated Financial Statement *Financial Planning & Forecasting *Accounting *Book-keeping *Business & Financial Performance Evaluation *Financial Analysis *Capital Budgeting *Business Valuation *Free Cash Flow Analysis *Microsoft Excel Model *Market Research and Statistical Analysis *Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor) My main Objectives is to satisfy clients by accomplishing the task which will bring "Value For Money" to them and I have the ability to work under time constraints. A simple solution for small and medium size company for any types of Accounting and Finance related problems. HIRE ME TO GET RESULTS & SEE DIFFERENCE.

$33.33 /hr
1,594 hours

Siddiq M.

Siddiq M.

VirtualAssistant /WebResearch/LeadGeneration/Data entry/Bookkeeping/

India - Tests: 9 - Portfolio: 2

I am seeking to make an online career in expanded web research, lead generation, list building, bookkeeping & data entry. Over the time at Upwork, I have done complex web research on different subjects. I am well versed in excel functions & macros. I am also experienced in Quickbooks Pro & other accounting applications with meticulous attention to detail.

$9.00 /hr
1,426 hours

Precious T.

Precious T.

Excel VBA/Macro Expert and Web Scraper

Philippines - Tests: 9 - Portfolio: 1

MS Excel VBA/Macro Programmer / Data Entry Specialist / Web Scraper Self-directed, highly skilled and motivated MS Excel specialist / Data Entry Worker / Web Scraper. Excellent at manipulating large scale data and creating vba codes to suit your needs. I am very hardworking, very attentive to details and a fast learner with good communication and multilingual skills(chinese, filipino and english). Relevant Experience: I have created numerous excel spreadsheet templates customized according to my client's needs such as, but not limited to personalized stock market monitoring template, customized portfolio generating reports, various calculators, automated questionnaire etc. I am also an experienced web scraper and has been scraping websites to gather product info and images as directed by my clients.

$10.00 /hr
1,404 hours

D G.

D G.

Hard-working and Ambitious

India - Portfolio: 8

An experienced Econometrician/Statistician offering consulting services in the areas of time series forecasting, trend analysis, regression analysis, quantitative analysis statistical analysis using SPSS, Eviews , Stata, Excel, R programming, SAS, Excel. Also experienced in financial analysis equity research . I have done my MA(Economics) from Univ of California, Santa Barbara, USA. I have also done my MBA (Finance) from a reputed Indian university.

$25.00 /hr
1,142 hours

Maksym Dudnyk

Maksym Dudnyk

Agile project manager, IT recruiter, HR manager

Ukraine - Tests: 6 - Portfolio: 3

I’m a high-energy, results-oriented professional with over six years of project management, staff development and recruitment experience. As recruiter I have performed over 1500 interviews and hired over 400 people. As staff development trainer, I gained a proven ability to motivate employees to achieve optimum performance levels. As project manager I successfully managed projects using Agile methodologies. My native languages are Russian and Ukrainian, English is fluent, German is basic. I was studying in Cherkasy National University named after Bogdan Khmelnitsky. I have a Bachelor's Degree in English and German Philology. I will do my best to deliver high quality results and meet deadlines.

$16.70 /hr
1,382 hours