Financial Planners & Advisors

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Guangming L.

Guangming L.

Data Scientist and R Expert

United States - Last active: 23 hours ago - Tests: 7

I have 7 years of experience in data analysis. I'm the Chief Data Scientist and founder of Cabaceo.com, a data science consulting company in Ann Arbor, Michigan, US. I also teach people how to do data science using the R programming language at www.MasterR.org, where you can receive high quality training materials for free. I used to work as an analytic consultant for FICO, where I built scorecard for Picture People to predict customer response rate to their marketing campaigns, which doubled their ROI. I also built customer segmentations for Canadian Tire Bank, which gave the executive team a holistic understanding of their customers for the first time and resulted in a chapter of a book. More recently, I have built a linear regression model to explain the relationship between interest rate of peer-to-peer loans and borrowers' characteristics using data from LendingClub, a two-level clustering-and-randomForest model to predict human physical activities using smartphone data, a logistic regression optimization based on precision and recall, a R-implementation of the cross-sectional regression and quintile-portfolio construction methods published in the Journal of Economic Literature. I have a masters degree in Biostatistics from the University of Michigan and a bachelor's degree in mathematics from New College of Florida. I'm an avid MOOC taker, constantly learning new techniques and tools in data science and machine learning. I took all the courses in data science, statistics and machine learning from Coursera, Udacity and Edx. I respond all my messages in less than 24 hours.

$100.00 /hr
585 hours
4.97
Jacob Merchant

Jacob Merchant

Spreadsheet Guru and Workflow Specialist

United States - Last active: 1 month 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
Benish Akram, CFA

Benish Akram, CFA

Financial Analyst and Consultant

Pakistan - Last active: 9 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
Vijay Panchal

Vijay Panchal

Epicor Certified Consultant

United Arab Emirates - Last active: 9 days ago

Experienced Epicor 9 & iScala 2.3 ERP Application with 5+ years of IT Consultancy and comprehensive experience on Analysis & Design, customizations, data importation, documentation, production support, end user training and interaction with all levels of management and staff. Experienced on Finance Modules (like General Ledger GL, Account Payables AP, Account Receivables AR); Supply Chain Modules ( like Purchasing PO, Stock Control SC, Order Management OM, Material Production Control MPC). Completed 3 Full Cycle Epicor iScala implementation projects with different activities. Experienced DBA Microsoft SQL Server, Crystal Report, iScala VBA Platform. Expertise in Following Tools / Softwares. EPICOR ERPs ( Epicor 9, Vantge / iScala 2.3 SR 1 ) , ORION MS SQL Server , Oracle 11g , Microsoft Frx, Crystal Reports , Microsoft Reporting Services , ISQD , BAQ, Dashboard Reporting, PowerBuilder etc... Specialties: Sound grip on E9 Functionalities .. 1. BAQ / BAQ Crystal Reports 2. BPM, Service Connect 3. BAM 4. Quick Search 5. Customisation 6. Dashboard Reporting Epicor iScala 2.3, Scala 5.1, Epicor 9, Vantage, MS SQL Server, Oracle, Business Intelligence Reports, MS SSAS , ISQD , Microsoft Frx , VBA , XML ,Service Connect, UDDB, DDF Driven RPT Reports , Crystal Reports, BAQ, Dashboard Reporting, Microsoft Reporting Services ; Mobile No. : +971 567570993, Email : vijpanchal73@hotmail.com Skype / gtalk : vijpanchal73

$66.67 /hr
148 hours
5.00
Dave Ward

Dave Ward

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

United States - Last active: 25 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
Mohammad A.

Mohammad A.

Financial and Accounting, customer service

Pakistan - Last active: 1 day ago - Tests: 3 - Portfolio: 1

Over the last six years, i have worked as a research analyst for university of management and technology. i have worked on many research papers mainly on leadership and organizational theory and have also done statistical analysis for various thesis and projects. i have full knowledge of SPSS and can do all the data entry jobs. Moreover i am a CFA levelII candidate and have done MBA in finance, currently teaching advanced, cost and financial accounting to bachelors students and corporate finance to masters students.Currently working as the financial Coordinator for a Trust. Further more. Starting my PHD coursework from March 2013. I have independently established a call center setup which is functioning 24 hours a day. At odesk, i have done quite diverse jobs which mainly include: Online exams for Pearson and Yew York university for corporate finance, Accounting and Business Statistics Linear Programming and operations Management Writing of essays on various topics Statistical analysis and interpretation of Data for Dissertation

$35.00 /hr
113 hours
4.73
Jonathan patrick L.

Jonathan patrick L.

Financial/Capital Markets and Business Consultant

Philippines - Last active: 5 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
4,132 hours
4.94
Joao Futscher

Joao Futscher

Financial and Marketing Consultant

Portugal - Last active: 1 month ago - Tests: 6 - Portfolio: 3

With over 7 years of experience as a Business and Financial Advisor I am a very experienced consultant I have an excellent track record and can help your company to excel with the following services: Business plans; Marketing reports; Business coaching; Financial models; Valuation reports; Information memorandums; Due Diligence. My experience has given me a broad understanding of a wide range of industries, which allied with my critical thinking skills will bring a lot of value to your project.

$45.00 /hr
279 hours
4.92
Anatoly Alekseev

Anatoly Alekseev

Analyst and programmer

Russia - Last active: 11 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
Anup A.

Anup A.

Expert Financial Modeler and Excel Consultant

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

Anup is among the top financial modelers in the world. He has a passion for spreadsheet based solutions and has a diverse experience from his investment banking background and freelance practice. His clients talk highly about him. He sets the standards high and asks to Expect Awesomeness. He was a finalist at World Financial Modeling Championships 2014 at New York. Every year more than 4000 bankers, consultants, analysts, traders, auditors et al from more than 100 countries participate in the championships where the top 16 reach the finals. You can see his profile at http://www.modeloff.com/portfolio-item/anup-agarwal/ Experienced delivery of amazing dashboards, eyes widening automation tools, impeccable financial models and insightful analytics. A post graduate with experience in Investment Banking with awesome skills at MS Excel, Analytics and Finance.

$30.00 /hr
403 hours
5.00