Financial Services & Planning Consultants

Showing 23,397 freelancers

Financial Services & Planning Consultants

Showing 23,397 freelancers

  • Professional Business Planning & Consulting

    To Help Businesses Meet Their Goals Desired Projects Include: * Business Plan Writing (Top 20% via Odesk) * Business Research * Leads and Prospect Lists (see example in portfolio) * Helping Businesses Raise Capital * Bookkeeping * Marketing * Advertising * Business Consulting (Top 20% via Odesk) * Banking … more

    To Help Businesses Meet Their Goals Desired Projects Include: * Business Plan Writing (Top 20% via Odesk) * Business Research * Leads and Prospect Lists (see example in portfolio) * Helping Businesses Raise Capital * Bookkeeping * Marketing * Advertising * Business Consulting (Top 20% via Odesk) * Banking * Financial Advisory * Mergers and Acquisitions. * Entrepreneurial Activities * Global Strategy * Creative Writting Formalized Work and Experience: Commercial Lending w/ Active Management of a Loan Portfolio . Can provide reconciliation service as needed, which includes quick books and book keeping via excel. Provided consultative services to retail and business banking clients by understanding the goals of each and offering personal financial advice to meet their needs. Guided current homeowners through the process of refinancing a mortgage, by helping clients to understand interest rates and loan repayment options. Enhanced interpersonal skills by utilizing cold calling initiatives to create relationships with prospective mortgage clients. Developed goals and incentives for production employees in order to increase production efficiencies and individual employee compensation using controlled time & motion studies at two facilities in MD and PA. Developed a capital asset inventory program of all plant machinery and furnishings which was submitted to corporate headquarters. Education: University of Maryland University College Masters Degree in Business Administration. McDaniel College Bachelor of Arts; Major in Business Administration  less

    accounting bookkeeping business-writing business-plans business-valuation ecommerce-consulting venture-capital-consulting startup-consulting bank-reconciliation market-research 00 more less
    • $29.99 HOURLY RATE
    • 5.0
    • 335 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 6 PORTFOLIO ITEMS
    • 7 TESTS
  • Ph.D. in Finance

    In top 5% freelancers at oDesk, I am a professionally trained academic writer, financial analyst and market researcher with two years oDesk experience and over 2,000 hours worked to design academic articles, research projects, market reports, marketing presentations, business … more

    In top 5% freelancers at oDesk, I am a professionally trained academic writer, financial analyst and market researcher with two years oDesk experience and over 2,000 hours worked to design academic articles, research projects, market reports, marketing presentations, business plans, financial analyses and economic studies. I hold a bachelor degree in finance-Specialization "Finance and Banks", a master degree in Economics and a doctorate degree in "Finance" with merit Excellent (2011). I have written 34 articles published in international databases rated journals or published in the volumes of national and international conferences from Romania and abroad (Kavala-Greece, Prague, Hradec Kralove-the Czech Republic (ISI Proceedings indexed), Izmir-Turkey, Tallin-Estonia, Chisinau-Republic of Moldova). Education -Doctorate Degree in Finance with merit Excellent, 2011; -Diploma for participating in the national science writing program included in the project "Doctorate in Excellence Schools- The Evaluation of Research Quality in Universities and Increasing Visibility by Scientific Publications", April 29-30, organized by UEFISCU and the National Government of Romania, 2010; -Master Degree in Economics, 2008; -Jean Monnet permanent course "European monetary and financial integration" Certificate No. 001763, 2006-2007, organized by the Center for European Studies, "Alexandru Ioan Cuza" University of Iasi, Romania, 2008; -Bachelor of Finance (specialization: Finance and Banks), 2007. Articles published in international databases rated journals (National University Research Council- CNCSIS B+) or CNCSIS acknowledged journals: 2011: The Monetary Policy Transmission Mechanism under Financial Distress. An Overview, Ovidius University Annals, Economic Sciences Series, Vol. XI, Issue 1, (B+), RePEC, DOAJ, Ovidius University Press, pp. 1832-1838, co-author; 2011: Optimum Currency Areas Theory: Economic Foundation for Monetary Unification, Ovidius University Annals, Economic Sciences Series, Vol. XI, Issue 1, (B+), RePEC, DOAJ, Ovidius University Press, pp. 2315-2320, co-author; 2010: The Challenges Facing Single Euro Payments Area Adoption in the Light of the Financial Crisis”, Ovidius University Annals, Economic Sciences Series (B+),RePEC, DOAJ, Ovidius University Press, ISSN 1582-9383, pp. 211-216; III. Articles published in the volumes of international conferences from abroad: 2011: Determinants of Romanian Credit Default Swap Spreads in the Context of the European Debt Crisis, Proceedings of The 3rd International Conference Economies of Central and Eastern Europe: Convergence, Opportunities and challenges, Tallin School of Economics and Business Administration of the Tallin University of Technology, Tallin, Estonia, (co-author); 2011: Romania and the Challenges of Economic and Monetary Union: An Overview, Proceedings of the 12th Annual Doctoral Conference of Faculty of Finance and Accounting, Prague, Czech Republic (ISI Proceedings indexed); 2011: Testing for Government Bond Market Integration. The case of the European Union, Proceedings of the 14th International Students’ Conference on Economics, Izmir, Turkey; 2011: Financial Integration of European Money Market: from EMU to the Global Crisis and Beyond, Proceedings of Hradec Economic Days 2011 Economic. Development and Management of Regions, University of Hradec Kralove Publishing House, Czech Republic, ISBN 978-80-7435-101-3, pp. 17-21, (co-author); 2010: The Implications of European Retail Banking Integration on Small and Medium-Sized Enterprises Financing. An Overview, Proceedings of Management of International Business and Economic Systems, Department of Information Management, Kavala Institute of Technology, Kavala, Greece, ISBN 978-960-98411-8-4, pp. 605-619, (co-author); 2010: Private Equity Investments and Innovation Stimulation, published in the volume of the international conference Competitiveness and innovation in Knowledge Economy, Economic Studies Academy, Chisinau (co-author); 2010: Perspectives on Single Euro Payments Area Adoption in the Light of the Financial Crisis, published in the volume of the international conference Financial policies for growth recovery under the global economic crisis, Policolor Publishing House, Chisinau, ISBN 978-9975-9956-2-7, pp. 90-95.  less

    market-research business-plans research-papers article-writing financial-management internet-research 00 more less
    • $50.00 HOURLY RATE
    • 4.8
    • 2457 HOURS
    • ROMANIA
    • LAST ACTIVE
    • 3 PORTFOLIO ITEMS
    • 11 TESTS
  • CPA with 5 Years of Experience-(Quickbook, Accounting, Book Keeping)

    Are you a start-up or an established business looking for a CPA, Quick Book/M-YOB/XERO expert? I can help you in satisfying all your Accounts, Book Keeping & Financial Needs (From inception till completion). Being an experienced CPA and a … more

    Are you a start-up or an established business looking for a CPA, Quick Book/M-YOB/XERO expert? I can help you in satisfying all your Accounts, Book Keeping & Financial Needs (From inception till completion). Being an experienced CPA and a Certified Accounts Consultant, my aim is to help organizations keeping their books of accounts up to date, filing Tax Returns, Comply to Statutory Requirements. I am adept in Accounts Receivable Management, Accounts Payable Management, Inventory Management, Quick book, Book Keeping, Bank Reconciliation, Credit Card Reconciliation etc. I am able to gain valuable experience and adequate knowledge by working across various businesses: Merchandising company, Manufacturing firm, Construction company, Ship Building company and a Cooperative organization.  less

    business-continuity-planning business-plans bookkeeping accounting myob-administration xero accounts-payable-management accounts-receivable-management inventory-management payroll-processing 00 more less
    • $8.89 HOURLY RATE
    • 5.0
    • 214 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 12 TESTS
  • Translation Deutch-English, Hindi-EN-Hindi, Market research Deutch

    My USP is High Quality and Affordable work. Übersetzung/Translation Deutsch-Englisch and Hindi-English-Hindi Worked as a German-English translator in a German branch of an Indian Bank for three years and learned German at Goethe Institute Frankfurt. Hindi is my mother … more

    My USP is High Quality and Affordable work. Übersetzung/Translation Deutsch-Englisch and Hindi-English-Hindi Worked as a German-English translator in a German branch of an Indian Bank for three years and learned German at Goethe Institute Frankfurt. Hindi is my mother tongue and I am equally proficient in translation from Hindi-English-Hindi as well. 1..I understand German market well and and love German culture.. 2. I know Indian market well courtesy being a native Indian. 3.Web-Recherchieren (also in German): Web research including in Hindi and German. 4. Any administrative work.(Verschiedenes Verwaltungsarbeit). 5. Working as financial/credit analyst with largest bank of India and have fourteen years of experience. My job is to help the Bank take major corporate lending calls. I also Do post disbursement monitoring and handle post sanction documentation.  less

    translation-german-english translation-hindi-english translation-english-hindi corporate-finance english-grammar internet-research data-entry microsoft-excel word-processing 00 more less
    • $7.78 HOURLY RATE
    • 5.0
    • 547 HOURS
    • INDIA
    • LAST ACTIVE
    • 6 PORTFOLIO ITEMS
    • 7 TESTS
  • Insurance and Development Professional

    Extensive interdisciplinary experience in the property and casualty insurance industry. Specific experience in the areas of information technology, complex claims handling, policyholder advocacy and insurance operations. Specific expertise in asbestos and environmental litigation, intellectual property infringement, risks associated with small … more

    Extensive interdisciplinary experience in the property and casualty insurance industry. Specific experience in the areas of information technology, complex claims handling, policyholder advocacy and insurance operations. Specific expertise in asbestos and environmental litigation, intellectual property infringement, risks associated with small and medium size businesses and database application development and management. Additional experience in development and presentation of adult education materials.  less

    insurance-consulting 00 more less
    • $27.50 HOURLY RATE
    • 5.0
    • 28 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 26 TESTS
  • CPA - Audit & Tax

    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 … more

    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.  less

    intuit-quickbooks accounting financial-accounting bookkeeping corporate-tax financial-analysis tax-preparation 00 more less
    • $50.00 HOURLY RATE
    • 5.0
    • 18 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 4 TESTS
  • ACCA, Commerce Graduate, Financial Analyst, Content writer

    I am Certified Chartered Accountant as well as holds degree of Bachelors in Commerce. Moreover I possess experience in: Application Software (MS Word , MS Excel) Quick books Xero accounting software Workflow max Communique Financial modelling Area of expertise include: Corporate … more

    I am Certified Chartered Accountant as well as holds degree of Bachelors in Commerce. Moreover I possess experience in: Application Software (MS Word , MS Excel) Quick books Xero accounting software Workflow max Communique Financial modelling Area of expertise include: Corporate Reporting, IFRSs ,Financial Accounting,Financial Reporting,Consolidated Financial Statements,Costing and Business Analysis. Along with this I am a multi tasker and holds command in content writing, virtual assistance, business plans and so on. I believe in strong ethical culture as it increases business reputation and company brand. Moreover I am good at time management, goal-oriented, trust-worthy and posses strong and positive attitude.  less

    blog-writing corporate-finance article-writing financial-accounting financial-management corporate-tax report-writing translation-english-urdu intuit-quickbooks 00 more less
    • $6.80 HOURLY RATE
    • 5.0
    • 1710 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 6 TESTS
  • Expert Prestashop and WordPress Web Developer

    I am a professional Web Designer & Developer. I am specialized in HTML5, CSS3, PHP, MySQL, Javascript, JQuery, AJAX, Photoshop, Illustrator, WordPress, Magento, OpenCart, OsCommerce, Woocommerce and specially Prestashop CMS. To establish long-term business relationships with customers, do projects till successful … more

    I am a professional Web Designer & Developer. I am specialized in HTML5, CSS3, PHP, MySQL, Javascript, JQuery, AJAX, Photoshop, Illustrator, WordPress, Magento, OpenCart, OsCommerce, Woocommerce and specially Prestashop CMS. To establish long-term business relationships with customers, do projects till successful completion with a satisfactory with quality work with the experience of 7+ years, I consistently invigorate my skill-set and teach-expertise and work with a high-level integrity. I will provide fresh concepts and high standard of work and cost effective with tight deadline. I will provide quick turnaround and complete project soon.  less

    prestashop wordpress woocommerce oscommerce opencart magento php html5 css3 00 more less
    • $15.00 HOURLY RATE
    • 4.8
    • 1506 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 9 PORTFOLIO ITEMS
    • 4 TESTS
  • Accounting, Bookkeeping, Intuit QuickBooks Professional

    Successfully working with local business institutes and Outsourced Projects, managing Accounts, Chart of Accounts, A/R, A/P, Invoicing, Billing, Payments with Banking, Credit Card, PayPal Entry, Reconciliation, Payroll Entry, Financial Statements preparation with accurate solution on QuickBooks 2010 - 2013 … more

    Successfully working with local business institutes and Outsourced Projects, managing Accounts, Chart of Accounts, A/R, A/P, Invoicing, Billing, Payments with Banking, Credit Card, PayPal Entry, Reconciliation, Payroll Entry, Financial Statements preparation with accurate solution on QuickBooks 2010 - 2013, 2014, 2015, Desktop and Online version as well as Cloud Host and familiar with Authorize.net & Mint.com management.  less

    bookkeeping intuit-quickbooks microsoft-excel accounts-payable-management accounts-receivable-management wordpress microsoft-word web-content-management seo 00 more less
    • $6.67 HOURLY RATE
    • 5.0
    • 3488 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 6 PORTFOLIO ITEMS
    • 11 TESTS
  • Business plans, Academic writing, Grant writing and Lead Generator

    Hello customer I am a freelancer with four years of experience as a lead generator and academic writer in business and economic specialties. In addition, I am also an expert in business plan writing and data analysis in the following … more

    Hello customer I am a freelancer with four years of experience as a lead generator and academic writer in business and economic specialties. In addition, I am also an expert in business plan writing and data analysis in the following computer soft wares: SPSS, SAS, MATLAB, and STATA.I will be happy to work with you.  less

    editing academic-writing english-proofreading business-plans financial-modeling financial-accounting ibm-spss grant-writing proposal-writing lead-generation 00 more less
    • $20.00 HOURLY RATE
    • 4.7
    • 109 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 2 TESTS
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