Financial Services & Planning Consultants

Showing 219 freelancers

Financial Services & Planning Consultants

Showing 219 freelancers

  • Mrs. Zandra P. Agravante

    I believe that my strong financial analysis, technical experience and education will make me a very competitive candidate why clients should hire me. The key strengths that I possess for success include: - I have a strong drive for results accuracy … more

    I believe that my strong financial analysis, technical experience and education will make me a very competitive candidate why clients should hire me. The key strengths that I possess for success include: - I have a strong drive for results accuracy and controls compliance - I have a strong orientation towards continuous improvement and strive for continued excellence - I am very passionate to learn and drives own learning. - I provide exceptional contributions to customer service for all customers - I am a team worker with strong communication, analytical and computer skills  less

    accounting financial-accounting customer-service bookkeeping internal-auditing 00 more less
    • $5.56 HOURLY RATE
    • 5.0
    • 1962 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 3 TESTS
  • Bookkeeper, Accountant

    Competent bookkeeper. Well rounded in accounting system and processes. Reconstructed accounting books and data of a medium sized business redoing everything and cleaning up books to show accurate and documented, fully reconciled accounts. Handled dual currency reports in excel plotting … more

    Competent bookkeeper. Well rounded in accounting system and processes. Reconstructed accounting books and data of a medium sized business redoing everything and cleaning up books to show accurate and documented, fully reconciled accounts. Handled dual currency reports in excel plotting a good financial report for management purposes. Excellently managed Accounts Receivable of a company doing an extensive report and tracking and collection from over a hundred customers and clients. Matching of revenue and expenses for particular projects. Managed Accounts Payable. Monitor and plot budget. Accounting for joint ventures in one spread and ensuring proper pay-out to partners. Accounting for stock investments. Investment research. Extensive bank reconciliation - credit cards, debit cards, current/savings account, assigned receivables. Accrual and cash basis accounting. Bookkeeping for an REO handling utilities, reimbursement submission to various banks, tracking reimbursements. Payroll processing for over a hundred virtual assistants.  less

    bookkeeping intuit-quickbooks myob-administration xero virtual-assistant accounts-payable-management accounts-receivable-management payroll-processing bank-reconciliation 00 more less
    • $10.00 HOURLY RATE
    • 4.9
    • 1763 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 5 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
    • 2342 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 5 PORTFOLIO ITEMS
    • 4 TESTS
  • HARDWORKING AND EFFICIENT DATA ENTRY EXPERT

    I am seeking for a job opportunity for both short terms and hopefully long term ones. Aside from my medical experience, I have been working for the past three years as a customer service representative. I am new to odesk … more

    I am seeking for a job opportunity for both short terms and hopefully long term ones. Aside from my medical experience, I have been working for the past three years as a customer service representative. I am new to odesk but I am very willing to work full time since I have my own computer and DSL Internet connection at home. I can work at any time of the day or night depending on the job that is asked of me to do.  less

    • $3.33 HOURLY RATE
    • 5.0
    • 4660 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 6 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
    • 1243 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 3 TESTS
  • 1,500 oDesk Hrs as Expert Audio Editor| VA| Bookkeeper| PDF Converter

    With over 1,500 hours and more than 20 Odesk contracts rapidly earned, my former clients can attest that they had experienced my main objective of bringing delightful assistance to every employer. To constantly achieve this goal, I always maintain … more

    With over 1,500 hours and more than 20 Odesk contracts rapidly earned, my former clients can attest that they had experienced my main objective of bringing delightful assistance to every employer. To constantly achieve this goal, I always maintain my proven track record of quality service with a quick turnaround combined with my value for integrity and loyalty to my employers and teammates. Listed below are few testimonies from my recent clients who were really satisfied with my offered services. And for your reference, above lists are more than 20 skills I gained through a wide range of experience from online jobs to physical workforce. If you are looking for a detail-oriented person who delivers highest quality of service with a quick turnaround, consider me please, and experience A+++ quality of assistance.  less

    administrative-support virtual-assistant wordpress bookkeeping google-docs payroll-processing accounts-receivable-management accounts-payable-management invoicing iso-9001 microsoft-powerpoint pdf-conversion microsoft-outlook-development video-editing sound-editing audacity proofreading english-tutoring dropbox-api social-media-marketing 00 more less
    • $3.00 HOURLY RATE
    • 4.9
    • 1772 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 8 PORTFOLIO ITEMS
    • 5 TESTS
  • accountant/ bookkeeper/quickbooks/MYOB

    My work experience in accounting firm for 5 years gives me a thorough knowledge in accounting, from recording of transactions up to the preparation of financial statements, bank reconciliation, taxation and auditing. I have full knowledge also in using Quickbooks … more

    My work experience in accounting firm for 5 years gives me a thorough knowledge in accounting, from recording of transactions up to the preparation of financial statements, bank reconciliation, taxation and auditing. I have full knowledge also in using Quickbooks as an accounting system. I am seeking for opportunities to be part of a company who wants me to set up a timely and efficient financial statements.  less

    bookkeeping 00 more less
    • $4.44 HOURLY RATE
    • 2.9
    • 1036 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 7 TESTS
  • VBA Excel Macro Developer +++ Process & Project Manager

    I develop solutions to your business needs... not just write a code. For more than 2 years of work experience in finance and accounting, I have maintained database, developed reports and worked on quality assurance. It is my goal to … more

    I develop solutions to your business needs... not just write a code. For more than 2 years of work experience in finance and accounting, I have maintained database, developed reports and worked on quality assurance. It is my goal to provide accurate and timely entry of data. My technical skills in Microsoft Office (Word, Excel, PowerPoint) and different ERPs (MAS, SAP, Passport, Infinium) is above average which I deem necessary for companies aiming to preserve valuable and accurate information. I have worked in US based call centers and BPO for over 4 years, which developed my skill in effective communication in all different mediums: email, fax, voice, face-to-face interaction. Having worked in such a fast paced environment, I have displayed my competency, efficiency and flexibility to the best interest of the company. Also, having been promoted, hired and re-hired as team lead, I have proven myself to be dependable, responsible and independent. I took up Computer Science related course which allows me to have an easy and broad understanding on different applications and software. My comprehension on database design, programming language, conditional formulas and logic is above average.  less

    vba microsoft-visual-studio microsoft-visual-basic microsoft-excel microsoft-powerpoint microsoft-access microsoft-outlook-development microsoft-visio project-management database-management yahoo-merchant-solutions accounts-payable-management authorize.net customer-support 00 more less
    • $38.89 HOURLY RATE
    • 5.0
    • 3331 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 5 TESTS
    ASSOCIATED WITH:
  • Accountant/Bookkeeper-Certified QuickBooks ProAdvisor United States

    ODesk has me listed as a Agency Contractor I am,But you work Direct with me on your Bookkeeping. I am also a Independent Contractor. I would be the only one working on your Bookkeeping needs. As you search for … more

    ODesk has me listed as a Agency Contractor I am,But you work Direct with me on your Bookkeeping. I am also a Independent Contractor. I would be the only one working on your Bookkeeping needs. As you search for an accounting expert, you are obviously looking for someone ready to hit the ground running and contribute on his or her very first day. I am that person. I am a highly motivated outsourcing accounting professional with a verifiable record of accomplishments spanning twenty years. I have trained on and mastered a variety of accounting programs, including Business Works, Soloman III, One-Write, Quicken, QuickBooks Pro Accountant Editions 1999-2013, QuickBooks Online and Certified QuickBooks ProAdvisor. More important than the technical skills, however, are the organizational and interpersonal skills I have had the opportunity to develop. As a business owner as well as a founder of a nonprofit organization I have acted as a liaison to clients, vendors and fellow accountants. This required me to manage multiple tasks simultaneously, to follow up on these tasks to the last detail, and to report on their progress at a moment’s notice to key stakeholders. I am ready to bring the skills and abilities I have to work for a firm that can utilize outsourcing as a viable option for employment. I have worked in the popular Log Me In online office application. This offers my clients the advantage of having a virtual professional online for easy access and support services. I would welcome the opportunity to visit with you and discuss how I can bring my energy and attention to detail to work for you at less than the annual cost of a standard employee. Sincerely, Dini Jaskowski  less

    accounting intuit-quickbooks bookkeeping bank-reconciliation accounts-payable-management accounts-receivable-management account-management customer-service google-docs 00 more less
    • $25.50 HOURLY RATE
    • 4.6
    • 4478 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 6 PORTFOLIO ITEMS
    • 4 TESTS
    GROUPS:
    ASSOCIATED WITH:
  • Industrial Engineer with Technical Experience

    My objective is to provide an excellent quality of work while applying what I have learned from my previous jobs. I am a self-disciplined and a well organized individual who can work with minimal supervision. I have skills on the … more

    My objective is to provide an excellent quality of work while applying what I have learned from my previous jobs. I am a self-disciplined and a well organized individual who can work with minimal supervision. I have skills on the following: 1. Typing 2. Data Entry 3. Microsoft Office – Excel, Word, Powerpoint 4. Hardware and Networking 5. Math and English 6. Customer Service 7. Problem Solving 8. Management  less

    data-entry microsoft-excel microsoft-word customer-service hardware-troubleshooting 00 more less
    • $3.89 HOURLY RATE
    • 4.8
    • 2091 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 4 TESTS
    ASSOCIATED WITH:
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