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
    3,291 hours
    4.93
  2. Jonathan patrick L.

    Jonathan patrick L.

    Financial/Capital Markets and Business Consultant

    Philippines - Last active: 4 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
    4,168 hours
    4.94
  3. Benjamin V.

    Benjamin V.

    NinjaTrader, TT, APIs, FIX, R, TradeLink

    Spain - Last active: 2 days ago - Portfolio: 14

    I am an expert quant developer (C#, C++ and R), with a solid background in software development, trading, physics, mathematics, engineering and research. I am experienced coding for traders and quants, and familiar with the mechanisms and workings of securities markets, exchanges and market data (both time & sales and full order book). I am experienced working with - and coding against - trading APIs and other common elements of the client/message server architectures typically seen in trading systems. I am an expert in systematic trading research, simulations, backtests, optimizations, and trading, and in the programming and use of R for statistical empirical finance work. I am the TickMaster ( http://tickmaster.webs.com ). I have degrees in Physics (MA, University of Oxford) and Petroleum Engineering (Imperial College, London). I am a new Elancer (as of September 2013), based in Madrid. My first language is English. I also speak fluent Spanish.

    $85.00 /hr
    1,285 hours
    4.77
  4. Hadrian N.

    Hadrian N.

    Technical Project/Program Manager

    United States - Last active: 4 days ago - Tests: 1

    I am an experienced development / technical project manager with a focus in managing software development using Agile Scrum framework , technical project software customizations, performance testing and new software development for web, mobile and desktop applications. Over the past 8 years my focus and responsibilities included client facing, technical resource allocation, reporting and management oversight with both internal and external project sponsors. Managing offshore development teams in Ukraine and Poland. A sampling of my prior assignments include but not limited to; Software Implementation PM, Capital Development PM responsible for initiation, planning , execution and closure of multiple projects. My goals are to continue to enhance my software development experience using agile development with the continued success of development complete iterations and sprints. Certified Scrum Master

    $38.89 /hr
    4,028 hours
    4.99
  5. Mohammad Mohammadi

    Mohammad Mohammadi

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

    France - Last active: 5 hours 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
    2,862 hours
    5.00
  6. Grant Smith

    Grant Smith

    Excel, Access VBA and Macro Developer

    United States - Last active: 1 month 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
  7. Puneet Gandhi

    Puneet Gandhi

    Experienced Investment Banker at Goldman Sachs and UBS

    India - Last active: 1 day ago - Tests: 4

    1. Worked in investment banking at Goldman Sachs and UBS for five years across IT & BPO, Financial Services, Metals & Mining and Infrastructure 2. Completed several transactions across M&A, equity and debt capital markets 3. Career Portfolio Statistics - 3 M&As - 11 Capital Markets Transactions - 50+ Valuation/Deal models - 250+ Investor/Board/Pitch Presentations 4. Areas of Specialisation - Financial Modeling - Investor Presentations - Business Plans - Corporate Finance & Capitalization - Financial Planning & Analysis - Budgeting/Forecasting - Mergers and Acquisitions - Valuations - Fundraising Strategies

    $225.00 /hr
    1,297 hours
    5.00
  8. 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
    1,811 hours
    4.94
  9. Marilyn A.

    Marilyn A. Agency Contractor

    QB Certified Proadvisor Accountant, Business Advisor & Tax Consultant

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

    Corporate accountant with more than 25+ years experience in general accounting, corporate finance and cost accounting. A Professional tax accountant registered with the IRS and an expert in dealing with the IRS. I offer payroll service via a system that is fully in compliance and able to electronically file all payroll taxes and deposits. I specialize in Quickbooks & Xero accounting systems setup. My ultimate goal is to provide a high level of excellent customer service to all my clients so that we can build strong business relationships that would help both of us achieve our common goals.

    Associated with: Imperial Accounting Solutions, LLC Agency

    $40.00 /hr
    6,224 hours
    4.90
  10. Jordan E.

    Jordan E. Agency Contractor

    Senior UX Developer

    United States - Last active: 5 hours ago - Tests: 1

    5+ years of experience in UI/UX design and front-end development including a few funded startups. Past projects include wire-framing, prototyping, user interaction design, interface design, usability design and web development. My core focus is designing around the user and creating that great all around experience. Other interests: Financial markets, sustainable living products, and sports Looking to contribute to interesting projects any way possible. Recent Projects: http://www.jordanescoto.com/#/projects

    Associated with: Two Sticks

    $60.00 /hr
    1,901 hours
    4.99