Financial Services & Planning Consultants

Showing 3,651 freelancers

Financial Services & Planning Consultants

Showing 3,651 freelancers

  • Financial Analyst - Business Assistant

    A young, hard working, detail oriented and communicative BSBA graduate with more than 1,000 hours hard experience in the area of finance and market trading to provide professional business assistance to your ideas and solutions to your business problems … more

    A young, hard working, detail oriented and communicative BSBA graduate with more than 1,000 hours hard experience in the area of finance and market trading to provide professional business assistance to your ideas and solutions to your business problems. I am able to cover a comprehensive range of areas including, but not limited to: - Finance - Trading - Business Planning - Management - Marketing - Customer Service - Administrative Support - Research  less

    financial-analysis forex-trading financial-management business-writing german 00 more less
    • $12.22 HOURLY RATE
    • 5.0
    • 1328 HOURS
    • BULGARIA
    • LAST ACTIVE
    • 4 PORTFOLIO ITEMS
    • 10 TESTS
  • Stocks and forex trader and analyst

    I am a financial trader and technical analyst with 26 years of experience trading in futures, forex and stocks. I specialise in technical analysis and trading. I was a General Manager in my former company in Taiwan managing and trading … more

    I am a financial trader and technical analyst with 26 years of experience trading in futures, forex and stocks. I specialise in technical analysis and trading. I was a General Manager in my former company in Taiwan managing and trading clients' forex accounts,supervise brokers' trading and training new traders and brokers. Besides trading in brokerage firms, I also trade for clients through banks like Taiwan's China Trust, UOB Bullion - Singapore, BNP Paribas Bank - Taiwan. I have written technical analysis and trading articles for forex and stock trading for websites. I have also done US-China ADR news research and ADR news translation. I write daily / weekly analysis U.S. stocks and forex analysis commentary .I am also well verse in MS Office applications and especially excel. I am also trading in Asian stocks.  less

    forex-trading technical-analysis stock-management copywriting content-writing microsoft-excel microsoft-word 00 more less
    • $20.00 HOURLY RATE
    • 5.0
    • 330 HOURS
    • VIETNAM
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 0 TESTS
  • ~ Bookkeeper ~ Admin Assistant ~

    ~ Accurate and Timely Services ~ My main objective is to be of help in the field of Accounting. Accuracy and timeliness are the basics of my bookkeeping service. I am a highly organized person with above average research and analytical skills … more

    ~ Accurate and Timely Services ~ My main objective is to be of help in the field of Accounting. Accuracy and timeliness are the basics of my bookkeeping service. I am a highly organized person with above average research and analytical skills. My mathematical ability has always been very useful and at times proved to be helpful to my former colleagues.  I am a responsible individual. You can rely on me to deliver quality work within the time agreed. Aside from doing bookkeeping and accounting related tasks, I also have been doing project management, email and calendar management, and miscellaneous research. Services: Bookkeeping General Accounting Financial Reporting Billing Payroll Multiple Bank Reconciliation Project Management Email & Calendar Management Tools/Softwares Used: QuickBooks (Desktop & Online) FreshBooks Wave Accounting QuickBase Google Docs, Spreadsheet, Presentation Mind Body Online Basecamp, Asana Dropbox PayPal, Authorize.Net Zoho Insightly JobScore Sugar CRM Mind Manager (Mindjet) Survey Monkey MS Office (Word, Excel, Powerpoint, Access)  less

    intuit-quickbooks bookkeeping bank-reconciliation google-spreadsheet google-docs microsoft-excel project-management calendar-management paypal-api basecamp data-entry 00 more less
    • $12.22 HOURLY RATE
    • 5.0
    • 2438 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 4 PORTFOLIO ITEMS
    • 15 TESTS
  • Electronic Engineer by profession, Excel and VBA Expert by choice!

    A result-oriented individual with strong self-learning and creative problem-solving capabilities. I generate results with start-to-finish, nothing-to-chance style. I have excellent comprehension and retention abilities, and believe in complete understanding of my primary as well as peripheral tools and processes. A … more

    A result-oriented individual with strong self-learning and creative problem-solving capabilities. I generate results with start-to-finish, nothing-to-chance style. I have excellent comprehension and retention abilities, and believe in complete understanding of my primary as well as peripheral tools and processes. A combined experience of about 16 years dealing with computers and their users. 4 years of programming experience in VB, VBA, C/C++, SPIN, Assembly. Well-versed in Microsoft tools (Excel, Word, PowerPoint, SharePoint, Windows and other nits and bits).  less

    microsoft-visual-basic microsoft-excel electronic-workbench matlab pspice microsoft-word internet-research google-searching 00 more less
    • $7.78 HOURLY RATE
    • 5.0
    • 58 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 5 TESTS
  • CA (equivalent To CPA) (Quickbooks,Xero,US Payroll,Corporate Taxation)

    Over the last 5 years, Performing Accounting & Book keeping Services together with Preparation of Financial Statements, for corporate & individual clients, managing small, medium to large sized business Wide Expertise & Experience with following Cloud based softwares :- Quickbooks Online, XERO Online, Intuit … more

    Over the last 5 years, Performing Accounting & Book keeping Services together with Preparation of Financial Statements, for corporate & individual clients, managing small, medium to large sized business Wide Expertise & Experience with following Cloud based softwares :- Quickbooks Online, XERO Online, Intuit Quicken Mint.com, Buildium Software ( Real Estate Management software) Brightbooks (UK Online Accounting Software) Desktop Softwares : Quickbooks Pro 2012 & Enterprises 2013, Tally. Owned Quickbooks Pro 2012 & Enterprises 2013 Edition, & hence, I can Prepare & Manage Financial statements in it & Can further save Your Money / Expenditure on different softwares, (Just Give Raw Data & Receive the Finished Product like Income statement & Balance sheet) necessary for Tax returns preparation. Sound knowledge in US Payroll Taxation : - To assist US Clients for Statutory Compliance of Federal & State laws. Experience with preparing & filing Form W-2, W-3, Form 1099 (For Independent Contractors) Form 940 (FUTA Tax) Form 941 (Quarterly Federal Tax return) Sound knowledge in US Corporate & Personal Taxation :- Prepared & Filed Annual Federal Tax returns for S-Corp & LLC`s. Form 1120-S (S-Corp) Form 1120 (C- Corp) Form 1065 (Partnership) Schedule K-1 (Partners) Form 1040 (Individual) Single Member LLC Forms Form 1125-a (C.G.S.) Form 4562 (Depreciation) & other auxillary schedules. Further, My Work Profile Includes 1. Preparation of MIS Reports for the purpose of Middle Level Management to review their Operations. 2. Compliance with Statutory Laws like Income Tax, VAT, CST, Excise Duty & other similar taxes. 3. Preparation of Financial Statements in accordance with Companies Act, 1956. 4. Wide Expertise in Preparation of Annual Reports & Consolidated Financial Statements together with Ratio Analysis, for various clients / corporates. My Core Competency lies Task/Project Completion within Specified Time with 100% Accuracy while Optimizing my Efficiency, in achieving Client`s Objective.  less

    financial-management financial-analysis financial-accounting intuit-quickbooks xero wave-accounting myob-administration tally.erp irs-income-tax-audits payroll-processing corporate-tax buildium paypal-api amazon-web-services accounts-receivable-management accounts-payable-management business-plans business-process-modelling cost-accounting microsoft-excel microsoft-word data-entry 00 more less
    • $6.67 HOURLY RATE
    • 4.9
    • 319 HOURS
    • INDIA
    • LAST ACTIVE
    • 8 PORTFOLIO ITEMS
    • 11 TESTS
  • Accounting, Financial Services, Data Entry

    In terms of accuracy, I consider myself a top caliber. I have worked as an accounting staff for 4 years in a local government unit where I dealt with numbers and sensitive information that needed utmost accuracy. I was able … more

    In terms of accuracy, I consider myself a top caliber. I have worked as an accounting staff for 4 years in a local government unit where I dealt with numbers and sensitive information that needed utmost accuracy. I was able to successfully deliver that responsibility. I always make sure that I do my job with no error as much as possible. I'd rather do it right first time, than quickly finish a task but would later on revise due to error. I am fast learner, Professional, hardworking and committed to work. I am up for challenges and very eager to learn.My ability to work with minimum supervision, dedicated, organized, meet the deadlines and go extra mile have contributed to my success in my career.  less

    accounting data-entry 00 more less
    • $3.33 HOURLY RATE
    • 5.0
    • 460 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 9 TESTS
  • SEO, Admin Support, Web Development

    Hello, I am Rabeya Akter Shathy, an experienced and professional developer at oDesk. I am highly proficient working on Search Engine Optimization, Online Marketing, Admin Support and Web Development areas. My principle aim, mission and vision is to ensure perfect … more

    Hello, I am Rabeya Akter Shathy, an experienced and professional developer at oDesk. I am highly proficient working on Search Engine Optimization, Online Marketing, Admin Support and Web Development areas. My principle aim, mission and vision is to ensure perfect service to my employers with highest performance. I am highly proficient working with Organic and White Hat SEO strategies with Onpage and Offpage areas. I am qualified working with unique and informative Article Writing, quality LinkBuilding, Keyword Research, SERP and Technical Analysis issues using most advanced strategies. I have a long term experience working with Admin Support, Personal Assistant, Web Research, Data Analysis, Data Processing and Office Application areas. I am experienced working with WordPress CMS for Web Applications Development. I am proficient working on HTML, CSS, Java Script, PHP for Web Development and Programming areas. Thanks for visiting my profile. Rabeya Akter Shathy oDesk Certified Professional  less

    seo internet-research affiliate-marketing article-writing link-building social-bookmarking seo-keyword-research internet-marketing sem seo-backlinking advertising content-writing project-management web-design wordpress joomla web-content-management html css google-docs administrative-support data-analysis virtual-assistant data-entry data-mining 00 more less
    • $3.11 HOURLY RATE
    • 4.7
    • 2324 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 5 PORTFOLIO ITEMS
    • 4 TESTS
  • Advanced Excel/Financial Analysis/FS Prep/Data Analysis/Quickbooks

    I am Certified Public Accountant with meaningful experience in the Accounting Profession for 4 years. I can prepare financial statements, management reports and perform complex financial analysis. I am an excellent Excel user. I have created several complicated spreadsheets, for … more

    I am Certified Public Accountant with meaningful experience in the Accounting Profession for 4 years. I can prepare financial statements, management reports and perform complex financial analysis. I am an excellent Excel user. I have created several complicated spreadsheets, for my past and present employers, that have been used to simplify analysis of financial records. You can count on me on any data entry, data mining and bookkeeping jobs. I am also a prolific writer, fond of reading books and making reviews about them. I have a very wide vocabulary and very good command in the English language.  less

    financial-analysis cost-accounting quantitative-analysis 00 more less
    • $8.00 HOURLY RATE
    • 5.0
    • 626 HOURS
    • CANADA
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 13 TESTS
  • Data Entry -- CSR -- CSR for Telecomms -- Financial Adviser

    Im hardworking and dependable with experience in customer service and financial planning. My customer service experience was with the biggest software developer of the world. I was tasked to assist Fortune 500 companies with their day to day concerns and … more

    Im hardworking and dependable with experience in customer service and financial planning. My customer service experience was with the biggest software developer of the world. I was tasked to assist Fortune 500 companies with their day to day concerns and problems with my accounts products, connecting them to departments that can resolve their issues. Consistent top 10% in terms of agent performance. This job requires focus on customers needs and providing the correct path to correct resolution for high customer satisfaction. My experience as a financial adviser involves discussing basic financial planning, debt elimination, investment vehicles(mutual funds, health savings accounts) and protection(healthcare and life insurance). This also involves making cold calls to set up appointments to discuss financial plans.  less

    customer-service internet-research technical-support customer-support 00 more less
    • $8.89 HOURLY RATE
    • 5.0
    • 1231 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 3 TESTS
  • Bookkeeper, QuickBooks Expert, Data entry Specialist

    It's Mahade Hassan I am a QUICKBOOK EXPERT. Complete my secondary level in 2008. Now I am building my career with ACCA. I have been awarded the ACCA Diploma in Accounting and Business on January 2013. I am also … more

    It's Mahade Hassan I am a QUICKBOOK EXPERT. Complete my secondary level in 2008. Now I am building my career with ACCA. I have been awarded the ACCA Diploma in Accounting and Business on January 2013. I am also a Quickbook Expert. Over last two year I have worked at accounting section of some small medium business in Bangladesh. I am well in both Financial and Management accounting. I am well in data entry work as I worked 250 hours on odesk recently. I am very friendly to my client.  less

    bookkeeping accounts-receivable-management accounts-payable-management intuit-quickbooks microsoft-word windows-xp-administration data-entry financial-accounting 00 more less
    • $4.44 HOURLY RATE
    • 5.0
    • 250 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 8 TESTS
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