Financial Services & Planning Consultants

Showing 23,458 freelancers

Financial Services & Planning Consultants

Showing 23,458 freelancers

  • Business Coach and Strategic Consultant

    I am Chartered Accountant with 13+ years of Entrepreneurial experience. I have ventured into various projects and have been integral part of many start-ups. Couple of ventures which I was associated with got acquired at a valuation. I am currently … more

    I am Chartered Accountant with 13+ years of Entrepreneurial experience. I have ventured into various projects and have been integral part of many start-ups. Couple of ventures which I was associated with got acquired at a valuation. I am currently business coaching 1) Woman Entrepreneur in Switzerland 2) Lean Mobile apps and online start-up in USA 3) Digital Marketing Start-up in USA 4) Top 20 IT product and services Company in Middle East I have Business Coached: 1) Online MLM Company in Netherlands 2) Job services Company in USA 3) Health and Fitness Company in Australia 4) Mobile App start-up Company in Australia 5) eCommerce Consultant to Company in UK 6) Investment Banking Boutique in UK 7) HR policies and procedure consultancy to a Company in Africa 8) IT and eCommerce Companies in India I am on the advisory board of technical institute and was judge for Student in free enterprise (SIFE) global entrepreneurial competition. My Skills are: 1) Business planning and strategy 2) Turning around businesses and business coaching 3) Financial planing and projections 4) Making business plans and Information Memorandum 5) Business development and marketing strategies 6) HR policies and Employee Management programs My brief profile: • Ventured in to then premature domain of E-learning in 1999 and was first to introduce online (Web-based) learning platform for CA Exam Prep in India. • Integral part of start-up team to introduce first online learning platform for US CPA Exam prep in 2002. • Defined and Structured E-learning platforms along with learning contents for US Based Companies like CPApass.Com, Smartpros & USCPASuccess. • Instrumental in Incorporating Broadllyne Technologies Pvt. Ltd. (BTPL) in 2005 an IT Services Company specialized in Education and IT services domain. BTPL developed and implemented first of its kind Education ERPs for School, Colleges and provided application development services to various Organizations. • Conceptualized and developed a unique online digital language learning platform – eduologue for anytime-anywhere language learning. • Conceptualized and architected online CA Audit management System to automate Audit processes, first of its kind in India. • Designed eLearning custom contents for the courses related to finance for CA Courses, USCPA courses, IFRS, Policy and Procedures for ADIB, Derivatives course for leading Financial services Company etc. • Designed eLearning courses for Technical and Behavioral training for Geometric Limited, UASC, Etihad Airways, Marico etc. • Consulted and developed applications based on process systems for Government Organizations like Central Institute of Fisheries education (CIFE), CIRCOAT, Western Railways etc. • Conceptualized and Developed Human Resource Management System (HRMS). • Consulted Number one CA Coaching Classes in India for Franchise development, Train the Tutors program etc. • On the Advisory Board of M.M.College of Technology, Raipur - India. • Lead Special Audit Team at Tata AIG and Themis Pharmaceuticals in 1999-2000. • Special Judge at Students In Free Enterprise (SIFE) a global entrepreneur competition. • Consulted various IIT-Powai incubated start-ups like Webaroo and Computer Masti on Business strategies and development. • Project Consultant to Chanakya Insitute of Management, All India Local self Government outfit for ICT in Government Schools project. • Conceptualized and developed first of its kind community and training portal for Food industry, Food industry professionals Academy (FIPA). Integral part of content development team for developing training modules based on new FSSA Act. • Mentored various Companies in defining business plans and financial projections. Also assisted them in raising PE and Angel funds. I can be your friend, philosopher and guide for your business or projects and be rest assured its done.  less

    business-coaching business-analysis business-development business-models financial-management financial-accounting 00 more less
    • $42.00 HOURLY RATE
    • 4.7
    • 567 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 8 TESTS
  • Article Writer, Web Content Provider, E-mail Support Representative

    I am pursuing opportunities to do writing-related work of any type including advertising, journalistic, and creative writing, website copy, blogging, news writing, copy proofing/editing, and writing instruction. I am well-read, broadly informed and critically informed concerning geopolitics, global economics … more

    I am pursuing opportunities to do writing-related work of any type including advertising, journalistic, and creative writing, website copy, blogging, news writing, copy proofing/editing, and writing instruction. I am well-read, broadly informed and critically informed concerning geopolitics, global economics, and social trends and issues, Net-savvy, detail-oriented, and self-starting. In addition, I have social media experience in monitoring and supervising multiple platforms. I am not a native English speaker, but have experience in UK English writing style, and have lived in UK for two years. I enjoy working with various types of topics, as I provide genuine research with my work. My extensive work background has developed my analytic, problem-solving and organizational skills. I can write anytime and can assure of a timely submission of your project.  less

    data-entry creative-writing transcription 00 more less
    • $11.11 HOURLY RATE
    • 5.0
    • 274 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 2 TESTS
  • Credit Analyst/ Statistical Analyst

    I have been working as a Credit Analyst in a major private bank in Greece for 6 years. I have graduated from the Athens University of Economics & Business where I attended the Msc in Economics with specialization in Econometrics. Furthermore … more

    I have been working as a Credit Analyst in a major private bank in Greece for 6 years. I have graduated from the Athens University of Economics & Business where I attended the Msc in Economics with specialization in Econometrics. Furthermore I have graduated from the Patras University where I attended the Bsc in Economics. - I have a strong professional experience in finance in a major private bank. Thus I am experienced how to work under high pressure, team environment, provide results before deadlines. - I have a strong academic background in economic science, research, and several extracurricular achievements with high results. Moreover, I keep up-to-date with developments, new tools and ideas in my area. - I believe I have many personal characteristics and skills which are required for this position. In particular, from my experience as a Credit Analyst and a Research Assistant I have developed strong analytical, communication, negotiating, team working and leadership skills and I am used to working in competitive and demanding environments, dealing with difficult and complex situations and achieving high targets. I try to solve problems using creativity and finding innovative solutions by thinking ‘out of the box’. Generally, I look forward to changes and new challenges. I set high objectives for myself and I work steadily towards them and, as my previous employers said, I act quickly and efficiently on my own initiative. I have also proved that I am not afraid of taking responsibility for my mistakes and learn from them.  I have high career ambitions, I constantly seek out new opportunities for learning, personal development and career progression and I am prepared to work hard in order to materialize them. I am specialized in doing the following: - Credit rating of enterprises & subsequent preparation of underwriting. - Process financial data of enterprises (I.F.R.S. & G.A.A.P) - Investigation and analysis of viability, solvency and credit risk of each enterprise. - Credit risk analysis. - Financial analysis - Statistical analysis via E-views, Excel, S.P.S.S.  less

    ibm-spss microsoft-word microsoft-excel eviews matlab microsoft-access vba financial-analysis 00 more less
    • $15.00 HOURLY RATE
    • 5.0
    • 0 HOURS
    • GREECE
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 4 TESTS
  • Advance Excel Modelling | Financial Modelling

    I am a post graduate in Finance with more than 7 years of experience in the field of Business Planning, Financial Reporting, Strategic Planning, financial modeling, Analysis & Reporting. In course of my work I have been doing lots of advance … more

    I am a post graduate in Finance with more than 7 years of experience in the field of Business Planning, Financial Reporting, Strategic Planning, financial modeling, Analysis & Reporting. In course of my work I have been doing lots of advance excel modeling & financial modeling. I have the passion to take up new challenges in my work & also believe in completing work within time without compromising the quality. I do freelancing in my free time. I have a high speed internet connection and I am available on skype, Viber, Gtalk & Facebook.  less

    microsoft-excel microsoft-powerpoint database-modeling financial-analysis financial-modeling report-writing financial-accounting accounts-receivable-management 00 more less
    • $10.00 HOURLY RATE
    • 4.8
    • 175 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 6 TESTS
    ASSOCIATED WITH:
  • INVESTMENT WRITING AND ANALYSIS, EQUITIES/STOCKS AND PRECIOUS METALS

    A creative, loyal, hard-working manager with over twenty years of exemplary performance in the retail, manufacturing and distribution sectors. Sucess has been achieved through dedication and loyalty to each employer with steady personal growth in each position as a common … more

    A creative, loyal, hard-working manager with over twenty years of exemplary performance in the retail, manufacturing and distribution sectors. Sucess has been achieved through dedication and loyalty to each employer with steady personal growth in each position as a common denominator. Have usually had the opporunity of defining my position within the company and with a statistics background have brought a new dimension to corporate finances.  less

    article-writing financial-analysis voice-talent sql 00 more less
    • $33.33 HOURLY RATE
    • 5.0
    • 1559 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 2 TESTS
  • Freelance professional - Accounting, Database development and others

    I am a young and motivated person; i want to keep my skills sharp by doing some good for others. I have good skills in accounting, bookkeeping, finance matters, financial modelling, MS Excel, MS Access and MS Word to mention the few.

    accounting intuit-quickbooks google-docs financial-accounting data-analysis microsoft-word microsoft-excel microsoft-access cost-accounting translation-urdu-english translation-english-urdu data-entry recruiting business-analysis financial-analysis business-valuation financial-modeling 00 more less
    • $16.67 HOURLY RATE
    • 4.7
    • 659 HOURS
    • SAUDI ARABIA
    • LAST ACTIVE
    • 9 PORTFOLIO ITEMS
    • 19 TESTS
  • Reliable Accountant/Bookkeeper - Expert in OpenERP, Quickbooks, SAP

    My education and work experience from local and multi-national companies here in the Philippines has equipped me to provide excellent work for various areas in Accounting like Accounts Payable, Accounts Receivable, General Accounting/Bookkeeping, Cost Accounting, Fixed Assets, Credit & Collection. … more

    My education and work experience from local and multi-national companies here in the Philippines has equipped me to provide excellent work for various areas in Accounting like Accounts Payable, Accounts Receivable, General Accounting/Bookkeeping, Cost Accounting, Fixed Assets, Credit & Collection.  less

    intuit-quickbooks microsoft-excel openerp-administration sap scala microsoft-word microsoft-powerpoint 00 more less
    • $10.00 HOURLY RATE
    • 5.0
    • 1917 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 5 PORTFOLIO ITEMS
    • 13 TESTS
  • Project Manager Salesforce/Constant Contact Experience, Web Research +

    To secure contracts that leverage my achievements, talents, skills and enthusiasm to meet job-specific goals and objectives of valued clients. To me, anything is doable. I gather, organize and deliver.

    internet-research project-management salesforce.com email-handling data-entry linkedin-recruiting database-management constant-contact mailchimp 00 more less
    • $12.00 HOURLY RATE
    • 5.0
    • 8081 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 7 PORTFOLIO ITEMS
    • 11 TESTS
  • Trading related jobs

    Tradestation (EL) Multicharts (PL) NinjaTrader (NS) Wealth-Lab (WS/C#) AmiBroker (AFL) MetaTrader (MQL) Thinkorswim (TS) eSignal (EFS) Dealbook 360 (CTL)

    c# 00 more less
    • $55.56 HOURLY RATE
    • 4.7
    • 0 HOURS
    • RUSSIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 0 TESTS
  • Financial Analyst/Accountant (CPA holder)

    A qualified financial Analyst/Accountant seeking a position in the esteemed company that enables to utilize progressive experience and skills in the field of financial Analyst/Accountant. I am a valued team leader with business acumen, and a commitment to quality, accuracy, company profitability and competitiveness.

    accounting financial-analysis customer-service project-management 00 more less
    • $16.67 HOURLY RATE
    • 5.0
    • 0 HOURS
    • KENYA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 8 TESTS
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