Financial Services & Planning Consultants

Showing 3,104 freelancers

Financial Services & Planning Consultants

Showing 3,104 freelancers

  • Investment Analyst, Finance Writer, Business Consultant

    Analytically-minded and strategically driven Investment Analyst & Consultant with a track record of proven contributions and balanced expertise in global investments and business analytics. Versatile and adaptable background includes exposure to multiple industries in cross functional roles largely sales and financial … more

    Analytically-minded and strategically driven Investment Analyst & Consultant with a track record of proven contributions and balanced expertise in global investments and business analytics. Versatile and adaptable background includes exposure to multiple industries in cross functional roles largely sales and financial analysis. Consistently surpassed expectations throughout career and produced record breaking results in both sales and research roles. Regular guest on CNBC and Bloomberg television, quoted by respected industry publications, and earned numerous awards, including Wall Street Journal’s “Best on the Street” Analysts Award. Skills include: investment research, business and finance writing, valuation, financial modeling, writing, finance and investment blogs, and investor pitch decks.  less

    corporate-finance financial-modeling financial-analysis microsoft-excel business-plans business-analysis business-development content-writing blog-writing business-writing 00 more less
    • $27.78 HOURLY RATE
    • 5.0
    • 7 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 4 PORTFOLIO ITEMS
    • 1 TEST
  • analyst

    I worked in a commercial bank after I graduated in The University of Hong Kong. After a couple of years I feel like I would like to shift my life style to freelancer. I like creating homepage and you can … more

    I worked in a commercial bank after I graduated in The University of Hong Kong. After a couple of years I feel like I would like to shift my life style to freelancer. I like creating homepage and you can see in my portfolio. Besides, with my experience working in commercial banking, I am good at credit risk analysis. Currently I am a certified financial analyst. If you are doing due diligence of any Hong Kong company, I can search it's information for you. (eg. who are the directors and shareholders) I am confident in my work and I would work my best in client's interest. Thank you.  less

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    • $22.22 HOURLY RATE
    • 5.0
    • 4 HOURS
    • HONG KONG
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 10 TESTS
  • Business Planning, Investor Pitch & Teaser, Marketing & Branding

    My recently written business plan secured $8 million investment. Looking for challenging work to show my expertise in the field of Business Consultancy, Business planning, strategies, & financial reporting . My primary objective is to give my employers the best work that … more

    My recently written business plan secured $8 million investment. Looking for challenging work to show my expertise in the field of Business Consultancy, Business planning, strategies, & financial reporting . My primary objective is to give my employers the best work that they expect for their company. I have over 6 years of progressive experience in business plan development, business coaching, marketing, market research, branding, pricing and consulting management fields. Having written over 100 real world business plans, many of them are now successfully running businesses, I can proudly offer my services to the owners of start-up and in-operation companies who are desperately looking to get off the ground and to take their companies to the next level. The biggest challenges with the start-up companies are to seek and secure start-up capital and then get off the ground. My professionally written business plan addresses both these critical issues. My investment focused business plans are tailored to the specific needs of raising capital. In addition, these plans also provide a clear roadmap to the entrepreneurs which are backed by realistic and strong financial projection. Business plans are normally delivered in .pdf and .docx formats. I make sure that the final draft not only inspire you, but also inspire your investors and other stakeholders. Therefore, to make your business plan stand out, the writer should also focus on the designing to make it forceful and elegant. I design the business plan by coloring all heading, charts and tables identical to your company's logo. Apart from this, I also insert relevant pictures and SmartArt throughout the document to improve its readability and to add value to the business plan draft. At the end, It is important to highlight that I have more than 95% client satisfaction rate so far with my overall services and almost 100% with my provided business plans.  less

    business-plans market-research financial-analysis corporate-finance financial-accounting business-analysis bookkeeping business-proposal-writing web-content-management microsoft-excel microsoft-powerpoint microsoft-word 00 more less
    • $15.00 HOURLY RATE
    • 4.9
    • 649 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 8 PORTFOLIO ITEMS
    • 13 TESTS
    GROUPS:
    ASSOCIATED WITH:
  • INVESTMENT WRITING AND ANALYSIS, EQUITIES/STOCKS AND PRECIOUS METALS

    A creative, loyal, hard-working manager with over twenty years of exemplary performance in the retail, manufacturing and distribution sectors. Sucess has been achieved through dedication and loyalty to each employer with steady personal growth in each position as a common … more

    A creative, loyal, hard-working manager with over twenty years of exemplary performance in the retail, manufacturing and distribution sectors. Sucess has been achieved through dedication and loyalty to each employer with steady personal growth in each position as a common denominator. Have usually had the opporunity of defining my position within the company and with a statistics background have brought a new dimension to corporate finances.  less

    article-writing financial-analysis voice-talent sql 00 more less
    • $33.33 HOURLY RATE
    • 5.0
    • 1559 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 2 TESTS
  • I have about 8 years of working experience in conducting statistical analysis. I have Ph.d From National Academy of Science of Armenia and MBA from University of Missouri-Columbia. My core advantage is that i have experience in both practical … more

    I have about 8 years of working experience in conducting statistical analysis. I have Ph.d From National Academy of Science of Armenia and MBA from University of Missouri-Columbia. My core advantage is that i have experience in both practical business and statistical analysis. I know what statistical method is appropriate for different business issues. From my experiences i also learned how to properly communicate findings of statistical analysis to the "non-statistical" audience I have done statistical analysis in market research, to support different government policies, etc. I am SPSS Level I certified specialist. I am competent in Microsoft Excel modeling, in SAS programming and using T-SQL for business analysis.  less

    data-analysis sas ibm-spss statistics 00 more less
    • $20.00 HOURLY RATE
    • 5.0
    • 9 HOURS
    • ARMENIA
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 4 TESTS
  • Expert Microsoft Excel, Accounts, VBA, Xero Certified Accountant

    F&A Professional, with 11+ years of experience having end to end knowledge on AP, AR, and hands on Exposure on GL and FP&A Activities. Expert knowledge on Process Mapping, Transition Management, Project Management and Process Simplification using Six … more

    F&A Professional, with 11+ years of experience having end to end knowledge on AP, AR, and hands on Exposure on GL and FP&A Activities. Expert knowledge on Process Mapping, Transition Management, Project Management and Process Simplification using Six Sigma and Lean methodologies  less

    accounts-payable-management vba microsoft-excel microsoft-excel-powerpivot project-management 00 more less
    • $13.33 HOURLY RATE
    • 4.8
    • 18 HOURS
    • INDIA
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 5 TESTS
  • Certified Fitness Professional - Personalized Plans, Office Solutions

    I'm an ACE-Certified Personal Trainer, Fitness Instructor, and owner of Texas-based fitness company, Fit Armadillo. I have my Bachelor's Degree in Biology from The College of William and Mary and Master's Degree in Education from the University … more

    I'm an ACE-Certified Personal Trainer, Fitness Instructor, and owner of Texas-based fitness company, Fit Armadillo. I have my Bachelor's Degree in Biology from The College of William and Mary and Master's Degree in Education from the University of Connecticut. I combine my educational background with my experience as a wellness director, coach, and certified fitness professional to help individuals and businesses realize the many benefits of fitness. I offer individuals personalized training programs and wellness support. I consult with workplaces to customize preventative wellness programs that can be completed on site to improve employee retention, decrease absentee rates, and increase overall office morale. I would love to work with you or your business to help you achieve your fitness, productivity, and happiness goals. The hourly rate is for an individualized plans. Rate may be greater or less based on packages, session length, or business need.  less

    physical-fitness e-health occupational-health hr-benefits 00 more less
    • $88.89 HOURLY RATE
    • 4.9
    • 0 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 3 TESTS
  • Trading related jobs

    Tradestation (EL) Multicharts (PL) NinjaTrader (NS) Wealth-Lab (WS/C#) AmiBroker (AFL) MetaTrader (MQL) Thinkorswim (TS) eSignal (EFS) Dealbook 360 (CTL)

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    • $55.56 HOURLY RATE
    • 4.7
    • 0 HOURS
    • RUSSIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 0 TESTS
  • Financial Analyst/Accountant (CPA holder)

    A qualified financial Analyst/Accountant seeking a position in the esteemed company that enables to utilize progressive experience and skills in the field of financial Analyst/Accountant. I am a valued team leader with business acumen, and a commitment to quality, accuracy, company profitability and competitiveness.

    accounting financial-analysis customer-service project-management 00 more less
    • $16.67 HOURLY RATE
    • 5.0
    • 0 HOURS
    • KENYA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 8 TESTS
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