Financial Planners & Advisors

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  1. 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
    1,521 hours
    4.98
  2. Virginia F.

    Virginia F.

    Experienced accounting and finance professional

    Philippines - Last active: 1 day ago - Tests: 4 - Portfolio: 4

    I am a CPA with diverse experience in business and financial management, investment analysis, strategic planning, advisory services, business writing and mentoring. I've worked for clients and employers of various nationalities and cultural background. Responsible and reliable professional, I am committed to the highest standards of excellence and integrity.

    $30.00 /hr
    1,188 hours
    4.99
  3. Antonio Lopez Jr

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

    Philippines - Last active: 21 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
  4. 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
  5. Joseph D.

    Joseph D.

    Web Researcher/Expert Data Entry/Lead Generation/Craiglist Expert

    Philippines - Last active: 2 days ago - Tests: 5 - Portfolio: 5

    To obtain a full time position that will utilize my persuasive abilities and outgoing personality for maximum success. I want to be part of the company that is related on my field of studies, because for me its fun, challenging and exciting. I learn faster when it comes to this field which is computer related job. Base on my experience, I really feel excitement on having new project or meeting new people on the job. That's why it inspires me working everyday. So I'm looking forward on working other projects specially on computer related job, and I will give my very best shot out of it.

    $4.50 /hr
    1,881 hours
    3.68
  6. 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
    3,330 hours
    4.93
  7. Samantha Glass

    Samantha Glass

    Financial Planner

    Canada - Last active: 12 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
  8. Gayathri V.

    Gayathri V.

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

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

    9+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. 5 star rated on oDesk 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
  9. 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
    3,402 hours
    4.92
  10. Jamin C.

    Jamin C.

    Determined Fast and Reliable

    United States - Last active: 4 days 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
    6,819 hours
    4.72