Financial Services & Planning Consultants

Showing 2,061 freelancers

Financial Services & Planning Consultants

Showing 2,061 freelancers

  • CPA, MBA, Quickbooks Advanced Proadvisor, Tax Accountant

    CPA, MBA with over 30 years experience to help small and medium sized business develop and maintain accounting processes that enables the business to achieve their financial goals. Specifically, I want to help companies convert Quickbook desktop applications to other … more

    CPA, MBA with over 30 years experience to help small and medium sized business develop and maintain accounting processes that enables the business to achieve their financial goals. Specifically, I want to help companies convert Quickbook desktop applications to other online accounting solutions including QB Online, and Wave Accounting. I have earned the Intuit Advanced Proadvisor certification. I have experience integrating various 3rd party software with Quickbooks, and Wave Accounting. I have helped client's businesses with year-end taxes by doing catch-up bookkeeping, clean up of accounts and tax preparation.  less

    • $38.89 HOURLY RATE
    • 5.0
    • 97 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 1 TEST
  • Senior MQ4 /MT4/ Metatrader Coder

    Hello, this is Marcelo. I am a 36 year old professional MQL4 programmer. I've been coding all kinds of MT4 EA's and Indicators for the last 9 years to many people around the world. In addition, I've … more

    Hello, this is Marcelo. I am a 36 year old professional MQL4 programmer. I've been coding all kinds of MT4 EA's and Indicators for the last 9 years to many people around the world. In addition, I've been trading LIVE accounts for seven years. I finished my University in Computer Science 9 years ago and I am doing my MBA in Project Management Do not close the project before talking to me, I am sure th at I can help you with professional quality and price. Best Regards, Marcelo Dublin, GMT+0 //---------------- My Qualification : //---------------- I have over +350 reviews mark 10.0 just developing MT4 programs. ** Please do not hesitate to contact me and ask for these reviews aforementioned In addition to this, you will be able to see projects from U$30/500 to U$5000 that were concluded with 100% satisfaction  less

    c++ systems-development mql4 forex-trading 00 more less
    • $33.33 HOURLY RATE
    • 4.9
    • 16 HOURS
    • IRELAND
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 1 TEST
  • Ph.D. in Finance

    I am a professionally trained academic writer, financial analyst and market researcher with two years oDesk experience and over 2,000 hours worked to design academic articles, research projects, market reports, marketing presentations, business plans, financial analyses and economic studies … more

    I am a professionally trained academic writer, financial analyst and market researcher with two years oDesk experience and over 2,000 hours worked to design academic articles, research projects, market reports, marketing presentations, business plans, financial analyses and economic studies. I hold a bachelor degree in finance-Specialization "Finance and Banks", a master degree in Economics and a doctorate degree in "Finance" with merit Excellent (2011). I have written 34 articles published in international databases rated journals or published in the volumes of national and international conferences from Romania and abroad (Kavala-Greece, Prague, Hradec Kralove-the Czech Republic (ISI Proceedings indexed), Izmir-Turkey, Tallin-Estonia, Chisinau-Republic of Moldova). Education -Doctorate Degree in Finance with merit Excellent, 2011; -Diploma for participating in the national science writing program included in the project "Doctorate in Excellence Schools- The Evaluation of Research Quality in Universities and Increasing Visibility by Scientific Publications", April 29-30, organized by UEFISCU and the National Government of Romania, 2010; -Master Degree in Economics, 2008; -Jean Monnet permanent course "European monetary and financial integration" Certificate No. 001763, 2006-2007, organized by the Center for European Studies, "Alexandru Ioan Cuza" University of Iasi, Romania, 2008; -Bachelor of Finance (specialization: Finance and Banks), 2007. Articles published in international databases rated journals (National University Research Council- CNCSIS B+) or CNCSIS acknowledged journals: 2011: The Monetary Policy Transmission Mechanism under Financial Distress. An Overview, Ovidius University Annals, Economic Sciences Series, Vol. XI, Issue 1, (B+), RePEC, DOAJ, Ovidius University Press, pp. 1832-1838, co-author; 2011: Optimum Currency Areas Theory: Economic Foundation for Monetary Unification, Ovidius University Annals, Economic Sciences Series, Vol. XI, Issue 1, (B+), RePEC, DOAJ, Ovidius University Press, pp. 2315-2320, co-author; 2010: The Challenges Facing Single Euro Payments Area Adoption in the Light of the Financial Crisis”, Ovidius University Annals, Economic Sciences Series (B+),RePEC, DOAJ, Ovidius University Press, ISSN 1582-9383, pp. 211-216; III. Articles published in the volumes of international conferences from abroad: 2011: Determinants of Romanian Credit Default Swap Spreads in the Context of the European Debt Crisis, Proceedings of The 3rd International Conference Economies of Central and Eastern Europe: Convergence, Opportunities and challenges, Tallin School of Economics and Business Administration of the Tallin University of Technology, Tallin, Estonia, (co-author); 2011: Romania and the Challenges of Economic and Monetary Union: An Overview, Proceedings of the 12th Annual Doctoral Conference of Faculty of Finance and Accounting, Prague, Czech Republic (ISI Proceedings indexed); 2011: Testing for Government Bond Market Integration. The case of the European Union, Proceedings of the 14th International Students’ Conference on Economics, Izmir, Turkey; 2011: Financial Integration of European Money Market: from EMU to the Global Crisis and Beyond, Proceedings of Hradec Economic Days 2011 Economic. Development and Management of Regions, University of Hradec Kralove Publishing House, Czech Republic, ISBN 978-80-7435-101-3, pp. 17-21, (co-author); 2010: The Implications of European Retail Banking Integration on Small and Medium-Sized Enterprises Financing. An Overview, Proceedings of Management of International Business and Economic Systems, Department of Information Management, Kavala Institute of Technology, Kavala, Greece, ISBN 978-960-98411-8-4, pp. 605-619, (co-author); 2010: Private Equity Investments and Innovation Stimulation, published in the volume of the international conference Competitiveness and innovation in Knowledge Economy, Economic Studies Academy, Chisinau (co-author); 2010: Perspectives on Single Euro Payments Area Adoption in the Light of the Financial Crisis, published in the volume of the international conference Financial policies for growth recovery under the global economic crisis, Policolor Publishing House, Chisinau, ISBN 978-9975-9956-2-7, pp. 90-95.  less

    market-research business-plans research-papers article-writing financial-management internet-research 00 more less
    • $50.00 HOURLY RATE
    • 4.9
    • 2142 HOURS
    • ROMANIA
    • LAST ACTIVE
    • 3 PORTFOLIO ITEMS
    • 12 TESTS
  • Business Services and Tax Consultant

    I am a highly focused and results orientated professional with over 15 yrs of experience providing individuals and small business with solutions to improve their operations. These services include tax planning and preparation (individual and small businesses), payroll tax services … more

    I am a highly focused and results orientated professional with over 15 yrs of experience providing individuals and small business with solutions to improve their operations. These services include tax planning and preparation (individual and small businesses), payroll tax services, budgeting, and bookkeeping. I focus on the details so that you can focus on developing and growing your business.  less

    tax-preparation microsoft-excel internet-research market-research spreadsheets budgeting business-plans business-development accounting bookkeeping startup-consulting 00 more less
    • $35.00 HOURLY RATE
    • 4.7
    • 257 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 2 TESTS
  • Chartered Accountant Exp 6 Years, Book Keeping, Finance Analyst

    I am a Chartered Accountant (equivalent to CPA in US) from India. I have worked as a Assistant Manager/ Finance Analyst in Closing and Reporting/ Financial Planning and analysis Profiles, in KPO Company in India. I have travelled across UK … more

    I am a Chartered Accountant (equivalent to CPA in US) from India. I have worked as a Assistant Manager/ Finance Analyst in Closing and Reporting/ Financial Planning and analysis Profiles, in KPO Company in India. I have travelled across UK and US for Transition of Accounting work. I have 6 years of experience in International Accounting and have good working knowledge in Accounting Principles of US GAAP. I have good proficiency in Finance and Accounting on its different categories like- Variance Analysis. Financial Ratio Analysis, Bank Reconciliation, Payroll Management, Cash flow Statement, Financial Statement. I have expert knowledge in Excel. If you need any reference. I am happy to provide that. I am happy to discuss further through mail or Skype. I am a quick learner and you can count on me to get the assignment done.  less

    technical-analysis microsoft-excel microsoft-word microsoft-powerpoint report-writing translation-english-hindi 00 more less
    • $6.67 HOURLY RATE
    • 5.0
    • 82 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 15 TESTS
  • CPA, Australia - Accountant,Bookkeeper MYOB,QuickBooks - Aus/India

    Over the last 14 years I have been working on various facets of finance and accounting,especially for Australian clients. My core competancy lies in bookkeeping,accounting, tax preparation and financial management. I am seeking opportunities to provide excellent service … more

    Over the last 14 years I have been working on various facets of finance and accounting,especially for Australian clients. My core competancy lies in bookkeeping,accounting, tax preparation and financial management. I am seeking opportunities to provide excellent service in all aspects of accounting and business services I have also worked on several accounting software for years, especially have about more than 10 years experience using MYOB.  less

    microsoft-excel accounting bookkeeping intuit-quickbooks myob-administration saasu microsoft-dynamics xero zoho-crm wave-accounting 00 more less
    • $18.00 HOURLY RATE
    • 4.5
    • 4518 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 1 TEST
  • Business Development Consultant

    I have worked as a business development consultant for organizations in both the private and public sector, providing everything from basic structural business mechanisms to entrepreneurial strategy advice. I have significant experience in research and reporting data, which serve as … more

    I have worked as a business development consultant for organizations in both the private and public sector, providing everything from basic structural business mechanisms to entrepreneurial strategy advice. I have significant experience in research and reporting data, which serve as the foundation for good business and marketing decision-making. I hope to continue to use my skills for the benefit of clients who seek deliverables that are backed by accurate information. Past projects have included business plans, industry analyses, branding strategies, and market research quality assurance reports.  less

    business-analysis business-plans market-research 00 more less
    • $55.56 HOURLY RATE
    • 5.0
    • 215 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 3 PORTFOLIO ITEMS
    • 6 TESTS
  • MBA Financial analyst, writer, translator, MA International Affairs

    To contribute to an organization’s success by putting to work my unusual professional and academic background which uniquely combines: 1) professional experience and academic training in finance, international relations and economics; 2) excellent critical and analytic skills; 3) superior … more

    To contribute to an organization’s success by putting to work my unusual professional and academic background which uniquely combines: 1) professional experience and academic training in finance, international relations and economics; 2) excellent critical and analytic skills; 3) superior native level language skills in English and Spanish; 4) capacity to write clearly and forcefully on social, economic and political issues; 5) extensive knowledge and life experience of North and South America. I can deliver first-rate services in any of these fields but would be especially valuable providing services or doing projects that require combining two or more of these skills/knowledge. I have participated in the privatization of State-Owned Enterprises (SOES) (sugar mills and milk processing plants) by doing their valuations and analyzing their financials; calculated the ROI of investment projects such as an administrative unit to handle credit card administrative support; built a financial model of a privately administered pension fund. I have written several articles and Op-Ed pieces in Spanish in national newspapers in Bolivia on different issues dealing with privatization, pension system reform, relations with Chile, conditional cash transfer programs, how to combat economic slowdowns, and regional and ethnic strife, among others. BROAD KNOWLEDGE OF THE FOLLOWING TOPICS: • Microfinance • Privatization of State-Owned Enterprises (SOES) • International relations/economics • Social Security systems/models • Political risk analysis • Conditional Cash Transfer (CCT) programs KEY SKILLS • Return on investment (ROI) analysis • Cash flow projections • Spreadsheets • English-Spanish and Spanish-English translation • Proficiency in Excel, Word, Powerpoint • Critical thinking • Research abilities  less

    corporate-finance report-writing technical-writing business-writing essay-writing translation-spanish-english editorial-writing economic-analysis 00 more less
    • $11.11 HOURLY RATE
    • 4.8
    • 90 HOURS
    • BOLIVIA
    • LAST ACTIVE
    • 16 PORTFOLIO ITEMS
    • 12 TESTS
  • FKF Accounting and Consulting, LLC

    I am an experienced U.S. degreed accounting professional and CPA candidate with over ten years in corporate and small business accounting and management. I offer intelligent business support, excellent problem solving and leadership skills. I have successful oDesk virtual … more

    I am an experienced U.S. degreed accounting professional and CPA candidate with over ten years in corporate and small business accounting and management. I offer intelligent business support, excellent problem solving and leadership skills. I have successful oDesk virtual accounting, bookkeeping, and business support experience. I have QuickBooks, QuickBooks Online, Peachtree, and Mas 90 accounting software experience. QuickBooks Online conversion experience, Microsoft Office with Excel reporting and analysis. Best results obtained by using best practices, current Generally Accepted Accounting Principles (GAAP), International Financial Reporting Standards (IFRS), and U.S. tax knowledge.  less

    financial-accounting bookkeeping intuit-quickbooks peachtree-accounting bank-reconciliation microsoft-excel accounts-payable-management accounts-receivable-management 00 more less
    • $27.78 HOURLY RATE
    • 4.7
    • 3657 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 6 TESTS
  • Analyst and programmer

    Expert in VBA/Excel/Visual Basic 6/SQL, interested in Cuda, Python. Have some C++ and ASM experience. I'll be glad to help with: Optimization and automating of business-processes. Developing of decision support systems, E-commerce systems, including data interchange … more

    Expert in VBA/Excel/Visual Basic 6/SQL, interested in Cuda, Python. Have some C++ and ASM experience. I'll be glad to help with: Optimization and automating of business-processes. Developing of decision support systems, E-commerce systems, including data interchange between Ebay/Amazon/ custom CRM systems. Web scraping/crawling, automated retrieval of weakly-structured data. Implementing methods of artificial intelligence (expert systems, artificial neural networks, genetic algorithms),data mining. Natural language processing tasks (intellectual textual search, natural language generation, etc). Imitational modeling (especially financial models, gaming), prediction of complex systems. Distributed applications, high performance computing (scientific computations), cloud computing (Azure/Amazon). Software reverse engineering.  less

    database-programming economic-analysis website-development asp sql oracle-pl/sql microsoft-visual-basic css x86-assembler cuda vbscript ajax maple matlab data-mining windows-app-development report-writing business-analysis data-analysis financial-modeling artificial-neural-networks clustering distributed-computing machine-learning vba microsoft-access microsoft-excel 00 more less
    • $55.56 HOURLY RATE
    • 5.0
    • 15 HOURS
    • RUSSIA
    • LAST ACTIVE
    • 7 PORTFOLIO ITEMS
    • 47 TESTS
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