Financial Planners & Advisors

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Dave Ward

Dave Ward

Business Consultant, Internal Auditor, Risk and In...

United States - Last active: 20 days ago - Tests: 4 - Portfolio: 1

I have an uncanny ability to spot unnecessary and unproductive procedures as well as internal control gaps where losses may occur. I love helping small and medium sized companies grow to the next level using strategic plans, mission statements, and other key communication tools to keep everyone focused on the right goals. My experience includes: Banking Internal Audit Fraud Investigation Federal Regulation Implementation Process Improvement Human Resource Management Project Management System Development Lifecycle Training Manager Budget Preparation Policy/Procedure Development

$33.33 /hr
389 hours
4.98
Anatoly Alekseev

Anatoly Alekseev

Analyst and programmer

Russia - Last active: 6 days ago - Tests: 47 - Portfolio: 7

Expert in VBA/Excel/Visual Basic 6/SQL, interested in Cuda, Python. Have some C++ and ASM experience. I'll be glad to help with: Optimization and automating of business-processes. Developing of decision support systems, E-commerce systems, including data interchange between Ebay/Amazon/SmugMug/ custom CRM systems. Web scraping/crawling, automated retrieval of weakly-structured data. Implementing methods of artificial intelligence (expert systems, artificial neural networks, genetic algorithms),data mining. Natural language processing tasks (intellectual textual search, natural language generation, etc). Imitational modeling (especially financial models, gaming), prediction of complex systems. Distributed applications, high performance computing (scientific computations), cloud computing (Azure/Amazon). Software reverse engineering.

$55.56 /hr
15 hours
4.99
Jerry Rd

Jerry Rd

Data Scientist/ DataMining Expert/ AlgorithmResear...

China - Last active: 10 days ago - Tests: 5

I have a master degree of probability and statistics.. I am a R guru. I have 6+ years experience of using R/SAS for statistical analysis and data mining/machine learning. I love my work as statistical algorithm research and implementation. And I am a hard working people. I have done projects in several industries such as Web Research/ Web Application/ Marking/ Financial Strategy/ Medical/ Commercial/ Sports industry. Also I am familiar with C/Perl/Python/Mysql/PosegreSQL/Latex/Javascript. I like to solve problems for my client, please feel free to contact me if you are interested in my skill set. Look forward to hearing from you!

$30.00 /hr
381 hours
4.99
Patrick S.

Patrick S.

Quant Finance, Trading Strategies, Algorithms, C#,...

United States - Last active: 7 days ago - Tests: 2

If you want to create a trading system, run a statistical analysis, develop a pricing model, build a financial GUI, or find a pattern in a sea of data, I may be the guy to help. I work primarily in MATLAB, C#, and Python. On the finance side, I'm a CAIA Charterholder, with an Economics degree and experience at McKinsey & Company. On the technical side, I hold degrees (with honors) in Engineering, and worked at a number of California tech companies through the 1990's and early 2000's. Since 2008 I've focused my work in the field of computational finance. Recent clients have included: a Swiss proprietary trading desk (Energy Futures), a Canadian hedge fund (Currencies), a US asset management firm (Equities & Bonds), a US portfolio consulting firm, a US aircraft manufacturing operation, and several others. For those clients I have developed, backtested, and deployed alpha-seeking trading strategies, automated execution algorithms, portfolio optimization models, user-friendly GUI tools. Techniques have included machine learning algorithms, classifiers, feature detectors, digital filters, matrix-based models, and concepts borrowed from detection theory and signal processing, along with various technical analysis indicators. I've worked with many financial platforms and data feeds: Deltix QuantOffice (C#), CQG API, Bloomberg, Interactive Brokers API, MultiCharts (PowerLanguage), MultiCharts.NET (C#), TradeStation (EasyLanguage), FIX (HotspotFx), ITCH (HotspotFx), etc. I can integrate other systems with MATLAB or Excel where there's an advantage. I've created C/C++ .mex files, VBA macros, Java/MATLAB integration, MATLAB/Excel integration. I've been programming in MATLAB since 1990, and can sometimes get it to do things that others can't. I can also translate or port a MATLAB application to other languages, especially Python or C#. I'm located in Southern California. For clients located within 2 hours, I can drive to meet you (sometimes same day, schedule permitting). I'm also happy to work remotely. I'm a US Citizen and have held a security clearance, though it is no longer active. The foundation of every successful project is good communication. If you have a project that needs to be done well, then let's communicate!

$95.00 /hr
778 hours
5.00
Jacob Merchant

Jacob Merchant

Spreadsheet Guru and Workflow Specialist

United States - Last active: 27 days ago - Tests: 3

When I was 11, my parents showed me how to use Excel to track my trading card collection. Today, I'm a spreadsheet ninja. I know pivot tables like the back of my hand, I can script you out a macro in a matter of hours, and I can nest functions together in ways you've never thought possible. Big words, sure, but I back it up. I have built reports, ad hoc and repetitive, that have gone as high as the board of directors of Fortune 500 corporations. My VBA-enabled smart forms are used by front-line operations personnel, and are robust enough to handle transactions from any end user. I also have many years of experience developing business procedures and workflows. I can map out a workflow and easily identify where efforts are being duplicated or wasted. My expertise in automation has helped large companies reduce their staffing costs while reducing manual error rates and increasing overall productivity. As a business person who "speaks tech", I make a fantastic liaison between end-users and developers, thereby reducing complications during the business application development process, and making sure that the product you need is what is actually delivered. I also know a thing or three about coding and web design. Self-taught mostly; I took the intro to Comp Sci courses in college, but I picked up most of my chops modding video games and automating repetitive tasks at work. I've also taken a few Codecademy courses to round out my knowledge base. I've never spent too long in any specific language, so I actually think I have a better understanding of how computer science works than a dedicated coder who stays in one language all day does. In essence, a lot more breadth than depth. Languages I know today and are comfortable taking on work for include C/C++/C#, Java, Python, HTML, CSS, and PHP.

$30.00 /hr
44 hours
5.00
Jared T.

Jared T.

CPA - Audit & Tax

United States - Last active: 14 days ago - Tests: 4

I'm a licensed certified public accountant with many years of experience in taxation (individual, corporate, not-for-profit), auditing & attestation (compilations, reviews, audits) and general bookkeeping (primarily QuickBooks). I have a diverse client base, with a focus on sole proprietors and small businesses. I have an active CPA license in PA, and I'm a member of the AICPA and PICPA. In addition, I also serve on the Board of Directors of a local not-for-profit organization.

$50.00 /hr
18 hours
5.00
Benish Akram, CFA

Benish Akram, CFA

Financial Analyst and Consultant

Pakistan - Last active: 4 days ago - Tests: 2

More than 6 years of work experience as a Financial and Investment Analyst. I am a CFA charterholder and passed all three levels in my first attempt, after doing MPA (Finance) with two Gold Medals. My areas of expertise are financial modelling, financial analysis and develop equity research reports. I have analysed multiple publicly traded companies. I have taken many training courses of Financial Modelling in Excel. Specifically focusing on share price valuation in excel, scenario analysis, and sensitivity analysis. Also worked to develop financial software; its objective was to perform financial analysis of a company through ratio analysis. I have offered my services as a Lecturer and taught CFA Level I, II and III candidates at SKANS School of Accountancy for two years. I have achieved 100% pass rate for my CFA students. Currently I am conducting CFA classes online and working as Financial Analyst.

$38.89 /hr
225 hours
4.96
Mohammad Mohammadi

Mohammad Mohammadi

Journalist, web designer, and researcher with a ra...

France - Last active: 1 day 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
2,480 hours
5.00
Jonathan patrick L.

Jonathan patrick L.

Financial/Capital Markets and Business Consultant

Philippines - Last active: 10 hours 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
4,130 hours
4.94
David M.

David M.

Expert Excel VBA/C# Developer and Oracle-Certified...

United States - Last active: 6 days ago - Tests: 7 - Portfolio: 1

I'm an expert Excel VBA/C# Developer with over 6 years of experience in developing Excel Macros, Add-Ins and Advanced Spreadsheet Applications. I can streamline your reporting, automate your spreadsheets, as well as create full-scale dashboard applications and powerful add-ins. I have tested within the top 30% of all VBA Programmers, as well as within the top 20% in Microsoft Excel on oDesk's sister site, Elance.com. I am also an Oracle Certified Java Programmer with experience in Finance, Statistics, Game Development, Data Analysis and Application Development. Tested as above average in knowledge of the Java SE7 programming language among certified Java Programmers on oDesk.com. I am skilled in Visual Basic for Applications (VBA), testing within the top 30% of all VBA Programmers, as well as within the top 20% in Microsoft Excel on oDesk's sister site, Elance.com. I have experience in Macro Development and Excel Add-In Development such as Web Scraping and Advanced Automation and Calculation for numerous uses, utilizing C#. Over 6 years of Programming experience. Responsible for developing highly sophisticated Excel Spreadsheets for High Profile Banking Transfer Agency, increasing productivity in that area by over 90%. I enjoy what I do.

$72.22 /hr
840 hours
5.00