Financial Planners & Advisors

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Minni K Sharma MBA ACA

Minni K Sharma MBA ACA

Yale MBA Expert Fin/Excel Models, Acct, Math Whiz

United States

Yale MBA & Chartered Accountant; Top1% Elance; Expert Custom Finl Forecast Modeling, Excel, Valuation; Virtual CFO; M&A & Project Finance-GE Capital, AT&T, American Express, KPMG, SunTrust Equitable Securities, Quant junkie - A Math Olympiad winner. Highly advanced finance & accounting skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial statements. I make your data meaningful for you, and for your investors. My Elance Forecast test score was a 100, placing me in the top 1%. Proficient in: * Flexible Financial Forecasting Modeling * Cash Flow Management * Financial Statement Preparation/Analysis * DCF Valuation, NPV, IRR, ROI * Key Performance Metrics * Accounting Microsoft Excel proficiency: * Complex Functions * Scenario Analysis My Mission: Work hard! Deliver top notch service!! "We work for mutual benefit"

$55.00 /hr
1,381 hours

Ajaz Ansari

Ajaz Ansari Agency Contractor

Accountant | Bookkeeper

Pakistan - Tests: 14 - Portfolio: 8

This is Ajaz Ahmad Ansari. I am an Accountant. I have more than 10 years of experience in accounting field. My vision is delivering you accurate and timely job task in the field of freelance bookkeeping and data entry that will help you to make your business decisions and bring your business to the next level. I passed around 10 Upwork accounting test. I also Certified ProAdvisor QuickBooks Online 2015. I am a good learner. I was working as an accountant in retail, service and manufacturing industries. I have a good international accounting exposure working experience in USA and Australia. I worked in the following area of accounting like account reconciliation, financial statements and tax filing return in USA 940/941, 1040, 1120. Accounting Software: QuickBooks Online, QuickBooks Pro, QuickBooks Premier, Xero, Quicken, Wave, Peachtree, , Ledgersync, Shopify, Sync Paypal, Sync Amazon, Asaana Team Work and some internal company accounting software. File Sharing - DropBox, Google Drive, Evernote Online Work- Remote Desktop, Team Viewer, Advance Microsoft Excel, VBA Excel Coding, Office Word Industry work: Manufacturing, Services, E-commerce. So feel free to contact your top cloud accountant for your bookkeeping and accounting requirements. I will help you to maintain proper accounting records and financial reporting to achieve your business goals. I hope you would like my work and you will give me a good feedback which is very important for my future carrier in Upwork. Thank you very much for having look at my profile and looking forward to start long term business relationship

$5.56 /hr
2,487 hours

George Kravchenko

George Kravchenko Agency Contractor

Software for humans

Ukraine - 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.

$30.00 /hr
1,527 hours

Petro Vermeulen

Petro Vermeulen

Effective, Efficient & Organized Assistant

South Africa - Tests: 4 - Portfolio: 2

I’m a proactive, professional Assistant, my areas of expertise will enable you to use your time more effectively. In addition to being systematic, detail orientated and resourceful, I have the ability to handle multiple tasks, and to be flexible and adaptable to the client's needs and demands. There are several tasks for business owners to complete in their typical 8 hour day – over and above their personal interests and responsibilities. Very few businesses can afford not to be frugal when hiring employees. I have the perfect solution; I act as a contractor and perform specialized tasks for your business. I offer effective, efficient and comprehensive services to varied business, to fit every business owner’s needs. Business owners waste valuable time doing tasks that are necessary, but time-consuming. That’s where I come in. I combine high quality performance with standard work ethics, especially when in relation to confidentiality of information. Service Description - - Administrative Duties - Database Management and Data Entry - Online Research & Analysis Services - Email Management - Convert just about anything to PDF - PDF, Word Fillable Forms - Building Contacts Database - Receptionist Services - Word Processing - Appointment/Calendar Management - Dictations - - Marketing - Email Marketing - Newsletters - Promotions & Social Media - - Bookkeeping and General Accounting & Payroll - - List of specialties: - Executive Assistance - Skills in Microsoft Word, Excel, Powerpoint & Outlook - Programs: Netsuite,, Basecamp, Salesforce, Constant Contact, Dropbox, Linkedin

$22.22 /hr
10,564 hours

Grant Smith

Grant Smith

Excel, Access VBA and Macro Developer

United States - Tests: 16 - 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
1,559 hours

Sherif ElGamal

Sherif ElGamal

CPA - Accounting and Advisory Professional

Egypt - Tests: 18 - Portfolio: 2

Accounting expert with more than 10 years experience in financial, tax and cost accounting. Extensive experience in financial reporting, financial/operational audits, Business and process analysis and data extraction and analysis. Experience across multiple ERPs and Accounting software packages including SAP, Oracle Financials, Sage and Quickbooks (ProAdvisor). I am committed to serve my clients in the most professional way that satisfies their business needs and help them grow, I consider this the only way to achieve my professional goals.

$35.00 /hr
4,470 hours

Simeon Petrov

Simeon Petrov Agency Contractor

Expert web researcher

Bulgaria - Tests: 10 - Portfolio: 5

In the last five years I've developed reputation of a highly skilled freelancer, delivering quality services in the areas of management, finance and administrative support. Having great reputation in a few well known websites like Odesk, Elance, Peopleperhour, Freelancer and others, I've proven to be accurate, punctual and always fair with my clients.

$14.00 /hr
2,590 hours

Fernando Burgoa Huayhuata

Fernando Burgoa Huayhuata Agency Contractor

Test to assure it works, QA to be the best of the best.

Bolivia - Tests: 2 - Portfolio: 3

I am perfectionist to the limit, I like to test things and to push until it is pixel perfect, when I have to describe a functionality problem I give as much detail as I can so the repair is done in the smallest period of time. I am organized and structured, I am a professional that get the things done. When I work in a team I like to be the one that helps to get things better, not only the one that finds errors, there is a huge difference there, and I be leave that the team work is the soul of a development team.

$7.78 /hr
5,795 hours

Rameez Siddiqi

Rameez Siddiqi Agency Contractor

QBO, Quickbooks & Xero Certified, Bookkeeper, Accountant, Bookkeeping

Pakistan - Tests: 4 - Portfolio: 12

A certified Accounting Technichian and a Certified Chartered Accountant (UK) with experience of managing varied clients and providing different consultancy both at national and international level. Worked with one of Big 4 Chartered Accountancy firms "Ford Rhodes". Having over 5 years of bookkeeping, accounting and auditing experience. Expertise in - Quickbooks - Xero - Quickbooks Online - Myob - Sasu - Kashflow - Receipt Bank - Expensify - Financial Analysis - Tax planning - Business plans

$8.00 /hr
3,064 hours