Financial Services & Planning Consultants

Showing 271 freelancers

Financial Services & Planning Consultants

Showing 271 freelancers

  • Excel, Access VBA and Macro Developer

    Experienced professional with multiple skills looking for extra work. Very diligent, attentive to details, hard working and honest. Guru in MS Office Applications (company SME (Subject Matter Expert)) VBAs and Macros Knowledgeable in computer software and hardware problems Many years … more

    Experienced professional with multiple skills looking for extra work. Very diligent, attentive to details, hard working and honest. Guru in MS Office Applications (company SME (Subject Matter Expert)) VBAs and Macros Knowledgeable in computer software and hardware problems Many years of customer service including managing a large team of customer service agents Excellent written and speaking communication skills I sell time by adding automation to any office product! Based on East Coast of United States  less

    microsoft-access vba microsoft-excel data-entry microsoft-word microsoft-outlook-development microsoft-powerpoint software-qa-testing web-scraping technical-writing 00 more less
    • $60.00 HOURLY RATE
    • 5.0
    • 1345 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 15 PORTFOLIO ITEMS
    • 12 TESTS
  • Bookkeeper/Market Researcher/Excel Expert/Accountant/SAP Specialist

    Accomplished oDesk Contractor with 3 years of distinguished performances in Bookkeeping, Financial Modelling, Market Research, Social Media Research, and Administrative Works. Portfolio of achievements includes creating Market Leads through Market and Social Media Research, excellent Bookkeeping work, intellectually-made Financial Models … more

    Accomplished oDesk Contractor with 3 years of distinguished performances in Bookkeeping, Financial Modelling, Market Research, Social Media Research, and Administrative Works. Portfolio of achievements includes creating Market Leads through Market and Social Media Research, excellent Bookkeeping work, intellectually-made Financial Models and great support in Administrative Works. Encompasses exceptional work ethic and commitment to project objectives. Proactive professional, team builder and financial planner. Contributed to the Success Of the Project (SOP) through a combination of creativity, initiative and strong working experiences.  less

    market-research bookkeeping microsoft-excel accounting social-media-marketing project-management intuit-quickbooks data-encoding sap-businessone 00 more less
    • $7.78 HOURLY RATE
    • 4.8
    • 7590 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 10 PORTFOLIO ITEMS
    • 6 TESTS
    GROUPS:
  • Determined Fast and Reliable

    I am currently doing volunteer teaching work in France. I speak, read and write both English and French with English being my first language. I have done translation and interperting work on an individual basis and for large groups. Over … more

    I am currently doing volunteer teaching work in France. I speak, read and write both English and French with English being my first language. I have done translation and interperting work on an individual basis and for large groups. Over the past 4 years I've worked as a Licensed Personal Banker for 2 large banks in New York. Within the bank I managed the sales team, was responsible for meeting sales goals and assisted the manager in managing all funtions of the branch. I have strong sales skills but also excellent oral and written communication skills. Part of my job was written communication with clients from diverse backgrounds. This helped me to become proficient in writing, proofreading, and correction. Also I have worked as a Personal Assistant and Manager where I was in charge of organizing meetings, travel arrangements and doing research projects. As a Personal Assistant I managed the team and kept things running in the office. I touch type 60 words per minute and I am very comfortable working with computers. I have trascribed videos and audio files. I enjoy writing and this passion has helped me to write many articles on a variety of topics in both English and French. I know the value of getting work done quickly and accurately. I am good at leading others to accomplish that same goal.  less

    translation translation-french-english french english-tutoring customer-service customer-support virtual-assistant proofreading 00 more less
    • $11.11 HOURLY RATE
    • 4.1
    • 5873 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 7 TESTS
  • Web/Software Project Manager & Project Coordinator

    *A member of Odesk All-Star Freelancer Silver Club as of April 2014* I am interested in Project Management, Project Coordination and Software/Web Quality Assurance. I have been a project manager for three years now - handled web and software development … more

    *A member of Odesk All-Star Freelancer Silver Club as of April 2014* I am interested in Project Management, Project Coordination and Software/Web Quality Assurance. I have been a project manager for three years now - handled web and software development from project planning up to system/web testing. I have equipped myself with project management (task and bug tracking) tools like Microsoft TFS Server, JIRA, Trello, Trac, OnTime, and PBWorks. Also knowledgeable in Agile-Scrum Methodology. Have succeeded to achieve the following project management areas: - Monitor the requirements, framework conditions and progress of short and long-term projects involving different development teams; Front-end Team, Back-end Team, and QA & Maintenance Team. - Provides SDLC (Software Development Lifecycle) Documentation for larger and long-term projects. - Maintains an appropriate relationship with customers and ensure that the project results are comprehensible to management by creating a user manual for local customers, and video-how- to for customers outside the country. - Tracks and reports tasks/issues by maintaining project action item lists, design issue lists, due dates, and other project milestone information, monitoring and updating project status and schedules.  less

    project-management online-community-management agile-software-development scrum 00 more less
    • $7.78 HOURLY RATE
    • 4.9
    • 2813 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 9 PORTFOLIO ITEMS
    • 5 TESTS
  • Business Finance Consultant

    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to … more

    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!  less

    business-writing financial-analysis business-coaching financial-modeling intuit-quickbooks corporate-finance 00 more less
    • $96.67 HOURLY RATE
    • 4.9
    • 2730 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 8 TESTS
  • Senior PHP and MySQL Developer on modern frameworks(Zend,CodeIgniter)

    I have discovered for myself a good opportunity to work on the advanced and uncommon projects here in oDesk. My objective is creative, out of the ordinary, highly loaded and scalable projects to develop. I am looking for long-term relationships … more

    I have discovered for myself a good opportunity to work on the advanced and uncommon projects here in oDesk. My objective is creative, out of the ordinary, highly loaded and scalable projects to develop. I am looking for long-term relationships in project's development area in which I can use my creative forces on 200%. Because it is not possible to do that without studying something new I am also struggling to know more about latest technologies and innovations in Web development.  less

    php ajax mysql oop asp.net-mvc codeigniter jquery javascript cubecart facebook-api twitter-api google-maps-api google-calendar-development twitter-bootstrap html css svn git xml 00 more less
    • $20.00 HOURLY RATE
    • 4.9
    • 2372 HOURS
    • UKRAINE
    • LAST ACTIVE
    • 7 PORTFOLIO ITEMS
    • 6 TESTS
  • Personal / Virtual Assistant , Web research, SEO, Social Media.

    Linked in Profile: in.linkedin.com/in/chhavirastogi/ I believe the most important trait of a virtual Assistant is being reliable and here I am who believe in long term relationship oiled with trust, quality and meeting deadlines. I Started … more

    Linked in Profile: in.linkedin.com/in/chhavirastogi/ I believe the most important trait of a virtual Assistant is being reliable and here I am who believe in long term relationship oiled with trust, quality and meeting deadlines. I Started as a Financial adviser and moved in to Customer service Industry. Having over 5 years experience in customer service (2+ years as a Customer service Associate and 3 years as a quality adviser) I learnt how to maintain relationships, communication, work in a team, different cultures and being flexible. Since I am an independent person with developed communication and organisation skills, good at prioritizing and multitasking, extremely motivated for further education, with a positive approach towards work and people and with good adaptation skills to new requirements and new environment, I believe that I could make significant contributions to the organisation I work for.  less

    customer-service internet-research software-testing data-entry seo 00 more less
    • $7.78 HOURLY RATE
    • 4.9
    • 2830 HOURS
    • INDIA
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 8 TESTS
  • CUSTOMER SERVICE EXPERT/VIRTUAL ASSISTANCE SPECIALIST

    I have strong 8 years experience in the field of Customer Service, 10 years experience as Executive Assistant, six (6) years in Banking and Finance particularly in the field of signature verification and bank document evaluation and assessment, and twelve … more

    I have strong 8 years experience in the field of Customer Service, 10 years experience as Executive Assistant, six (6) years in Banking and Finance particularly in the field of signature verification and bank document evaluation and assessment, and twelve (12) years administrative work experience, and six-year experience as a College Teacher. Solid experience in Odesk as contractor with the same employer for more than 4years now, as Operations Support Specialist with administrative and customer service. Help positions in the past as Operations Analyst, Sales Training Leader, and Customer Service Team Leader. With a BS degree in Commerce Major in Business Administration and 24 units in MBA, and with the diverse work experience and training I have gained, I have a full understanding of the importance of dedication and discipline in doing one's work successfully. Fields of specialization: Banking and Finance; Executive Assistance and Administrative; Teaching/Training; Technical Writing, Reports and Presentation Preparation; Basic Accounting; and Customer Service.  less

    customer-service technical-writing proofreading editing data-entry 00 more less
    • $7.78 HOURLY RATE
    • 4.8
    • 12187 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 3 PORTFOLIO ITEMS
    • 9 TESTS
  • Bookkeeper l 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
    • 2573 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 4 PORTFOLIO ITEMS
    • 15 TESTS
  • Financial Planner

    I have worked in both a management and administrative capacity for 20 years. I am extremely proficient in all Microsoft Office programs, and am also very familiar with the internet and all its applications. For the past 6 years I … more

    I have worked in both a management and administrative capacity for 20 years. I am extremely proficient in all Microsoft Office programs, and am also very familiar with the internet and all its applications. For the past 6 years I have worked from home running my own marketing, sales and real estate agency. Recently, I built an access data base for the entire Alberta region of Great-West Life. I am also currently working for a company doing internet research for start up companies and building a data base of these companies directors. I am a hard worker, detail oriented and truly enjoy working with a computer and working from home.  less

    microsoft-excel microsoft-word microsoft-access microsoft-outlook-development microsoft-publisher 00 more less
    • $16.67 HOURLY RATE
    • 4.7
    • 1753 HOURS
    • CANADA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 3 TESTS
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