Financial Services & Planning Consultants

Showing 23,433 freelancers

Financial Services & Planning Consultants

Showing 23,433 freelancers

  • VBA Programmer & Microsoft Excel VBA (Macro) GURU

    Do you want automation in Excel? Are you tired of making same reports every day? Do you want your job/project get done effectively and efficiently? Being an Expert of Microsoft Excel (VBA), I can help you out from those … more

    Do you want automation in Excel? Are you tired of making same reports every day? Do you want your job/project get done effectively and efficiently? Being an Expert of Microsoft Excel (VBA), I can help you out from those tedious circumstances that trouble you most. Since I got 6 years of extensive experience in designing and coding complex Excel based Application. A wide range of small utility software or program has been developed through the use of Excel VBA (portfolios attached). I believe my capabilities are perfect for building any excel related projects. Besides, I have got very good control over using different software and methods of VBA which allow me to migrate or scrub data from PDF to Excel, Word, PowerPoint, Access and Vice Versa and to scrape or mine required data from web too.  less

    microsoft-excel vba microsoft-visual-basic web-scraping web-crawler microsoft-word pdf-conversion 00 more less
    • $14.44 HOURLY RATE
    • 5.0
    • 314 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 15 PORTFOLIO ITEMS
    • 8 TESTS
  • 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
    • 566 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 8 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
    • 549 HOURS
    • INDIA
    • LAST ACTIVE
    • 6 PORTFOLIO ITEMS
    • 7 TESTS
  • White Hat Seo, Citations Specialist

    I am a white hat SEO expert. I am expert in making citations and business listings. I use different techniques to increase websites rankings to the top of the search engine. I want to apply my creative skills in an … more

    I am a white hat SEO expert. I am expert in making citations and business listings. I use different techniques to increase websites rankings to the top of the search engine. I want to apply my creative skills in an organization and achieve a Leading position in industry. Also interested in different domains of Social working, which would allow me to be an all-rounder, hence looking to be a part of dynamic world while working as a determined, persistent team player with integrity. My On-Page Skills Includes: - Keywords Research & Analysis - Title - Domain - Meta Description - Meta keywords - Heading - Centent - Images - Internal linking My Off-Page Skills includes: - Citations - Business Listings - Social Networking - Forums Posting - Article Submission - Web2.0 Property  less

    seo on-page-optimization seo-keyword-research google-adwords article-submission off-page-optimization link-building social-media-marketing google-analytics crm management-development microsoft-excel open-office directory-submission bookkeeping accounting accounts-payable-management accounts-receivable-management peachtree-accounting intuit-quickbooks 00 more less
    • $12.22 HOURLY RATE
    • 4.8
    • 1477 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 3 PORTFOLIO ITEMS
    • 5 TESTS
  • CFA, Financial Modeller

    Dedicated to bringing the benefits of top-level financial modelling to the small clients, tailor made to fit their specific needs and easy to use. - CFA Charterholder. - Other education: 3 degrees from UK universities. - I finished in the top 30 (out … more

    Dedicated to bringing the benefits of top-level financial modelling to the small clients, tailor made to fit their specific needs and easy to use. - CFA Charterholder. - Other education: 3 degrees from UK universities. - I finished in the top 30 (out of 3000 entrants) in the 2013 Financial Modelling World Championships (Project Finance). - My experience in model building exceeds 20 years, during which I have created over 200 models, many of which in high profile projects in the areas of Real Estate, Energy, Infrastructure. - My models have been audited by major auditing firms and used by the European Investment Bank among others. - My work experience includes over 11 years in the banking sector in Corporate and Project Finance Relationship Management positions.  less

    financial-modeling microsoft-excel real-estate-appraisal corporate-finance financial-accounting risk-management marketing-strategy 00 more less
    • $22.00 HOURLY RATE
    • 4.8
    • 72 HOURS
    • GREECE
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 9 TESTS
  • Business Analyst with strong Mathematical skills

    I am skilled analyst with experience of mathematical and financial modeling for business. I create models and plans for entrepreneurs and start-ups. Many of my clients are software start-ups, financial institutions and entrepreneurs. Are you looking for a model for … more

    I am skilled analyst with experience of mathematical and financial modeling for business. I create models and plans for entrepreneurs and start-ups. Many of my clients are software start-ups, financial institutions and entrepreneurs. Are you looking for a model for your business or thorough analysis? I am able to create a customised model for financial analysis and business plan. I am operating with following tools: stochastic financial analysis, real options models, differential equations, numerical calculations. For your project I can provide following services: business planing, financial modeling, portfolio analysis, real options analysis, risk analysis, risk management. Your project needs credible risks evaluation? My analytical skills in line with knowledge of such methods as statistical mechanics and quantitative analysis can assure you in a high quality of delivered outcome. My services also will be of a great help to traders and investment specialists. For me the quality of delivered work - is my reputation which is highly important. As my client you can expect individual approach and the highest quality of the service. Before you hire me I give you a very clear plan of what I will do for you, step by step, with a feasible timetable. I guarantee confidentiality and highly professional attitude to every project.  less

    matlab teaching-mathematics mathematica financial-modeling risk-management 00 more less
    • $24.44 HOURLY RATE
    • 5.0
    • 31 HOURS
    • UNITED KINGDOM
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 2 TESTS
  • Admin Support/PDF Amendment/Web Research/PDF To Word,Excel

    My objective is to provide top quality services to my valuable clients as per their demand. I have several year of experience in the data entry as financial and non financial part and know how to get the data from … more

    My objective is to provide top quality services to my valuable clients as per their demand. I have several year of experience in the data entry as financial and non financial part and know how to get the data from 10-Q and 10-K which can be get from SEC. My area is Business Administration. I have experience in, Online Research. Data entry financial and non financial. Summarize financial data from 10-k and 10-Q. MS Office. Adobe Acrobat Professional. Edit PDF files, Create PDF files, Merge PDF files, Protect PDF files, Reduce PDF files Size etc.  less

    adobe-acrobat adobe-pdf pdf-conversion data-mining accounting data-entry financial-analysis microsoft-excel spreadsheets 00 more less
    • $3.33 HOURLY RATE
    • 5.0
    • 614 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 9 PORTFOLIO ITEMS
    • 15 TESTS
  • Options Expert & Financial Author

    Professional options trader who has experience in both consulting and writing content. Have held licenses in both the equities and futures market. My writing has been published on popular websites like tradingpub.com , insidefutures.com, traderplanet.com and barchart.com … more

    Professional options trader who has experience in both consulting and writing content. Have held licenses in both the equities and futures market. My writing has been published on popular websites like tradingpub.com , insidefutures.com, traderplanet.com and barchart.com just to name a few. Area of expertise lies in options trading, futures and stocks. Working with traders, trading platforms... as well as creating content for numerous websites (written and video content). Educational background is in economics, highest degree held is a masters. Feel free to contact me for samples or if you have any questions on how I can help you.  less

    content-writing financial-management blog-writing econometrics article-writing derivatives 00 more less
    • $105.56 HOURLY RATE
    • 4.9
    • 1 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 3 TESTS
  • Researcher of Business and Management Studies

    I am a research scholar in the field of business and management studies. Four of my articles are in the process of publication in the international journals. I am good in the fields of marketing, consumer behaviour, Finance & Accounting, HRM … more

    I am a research scholar in the field of business and management studies. Four of my articles are in the process of publication in the international journals. I am good in the fields of marketing, consumer behaviour, Finance & Accounting, HRM, Promotions and Retail Management. I have also experience of Academic Writings for people from known international Universities. I am very good in various referencing styles like APA 6th edition, MLA, Harvard and many more. I am also good at softwares like Eviews, SPSS and Endnote.  less

    research-papers survey-design business-proposal-writing accounting ibm-spss literature-review eviews presentation-design 00 more less
    • $11.11 HOURLY RATE
    • 5.0
    • 0 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 3 TESTS
  • Senior Tax Strategist

    I am a Certified Public Accountant. I specialize in issues involving tax controversy: filing old tax returns, settling back taxes, dealing with IRS and state tax issues, and generally analyzing complex tax situations. My belief is that nobody should pay … more

    I am a Certified Public Accountant. I specialize in issues involving tax controversy: filing old tax returns, settling back taxes, dealing with IRS and state tax issues, and generally analyzing complex tax situations. My belief is that nobody should pay one penny more in taxes than they legally have to. I began my career at Ernst & Young and am now working on individual tax projects on a freelance basis. Also, I prefer to work on a flat-fee basis. I find it works out best for everyone that way.  less

    tax-preparation accounting corporate-tax irs-income-tax-audits 00 more less
    • $44.44 HOURLY RATE
    • 5.0
    • 0 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 3 TESTS
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