Financial Services & Planning Consultants

Showing 2,607 freelancers

Financial Services & Planning Consultants

Showing 2,607 freelancers

  • CA, Excel Financial Modelling, Equity Research, Financial Analysis

    1. I am a Chartered Accountant (equivalent to CPA in US) from India. 2. I have worked as Assistant Manager/ Finance Analyst in Closing and Reporting/ Financial Planning and analysis Profiles, in KPO Company in India. 3. Excellent communications skills … more

    1. I am a Chartered Accountant (equivalent to CPA in US) from India. 2. I have worked as Assistant Manager/ Finance Analyst in Closing and Reporting/ Financial Planning and analysis Profiles, in KPO Company in India. 3. Excellent communications skills as I have travelled across UK and US for Transition of Accounting work. 4. I have expert knowledge in Excel. Automated several routine works to ensure 100% accuracy and save manual hours which are costly. 5. I have expert knowledge of Technical Analysis of Forex, Stock Markets, Gold, and Oil. 6. Financial Modelling in Excel. 7. Equity research reports and equity valuation models on UK and US stocks. 8. Financial projections and proforma for start-ups. 9. Merger & Acquisition Models. 10. Analysis of financial statements. 11. Credit analysis of borrowers for financial institutions and banks. 12. Financial evaluation of projects in infrastructure based on cash flows, NPV, IRR, Sensitivity Analysis. 13. Business valuation. 14. Options, Futures and Derivatives. 15. Writing articles and blogs on stock markets, currency markets, economy and financial markets. 16. Collection of financial data from various sources such as annual report of companies, websites and SEC filings etc. 17. Statistical analysis. Besides I am Native Hindi speaker, Passion of Teaching Vedic Maths, Hindi, Sanskrit. Have got a team of people to do Data entry work under my supervision. Kindly see my work experience both at Odesk (online job world) and My Resume (Offline Job world).  less

    microsoft-excel certified-public-accountant financial-analysis technical-analysis forex-trading report-writing translation-english-hindi hindi teaching-mathematics history 00 more less
    • $25.00 HOURLY RATE
    • 5.0
    • 82 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 16 TESTS
  • VBA Programmer & Microsoft Excel VBA (Macro) GURU

    Do you want automation in Excel? Are you tired of making same reports every day? Do you want your job/project get done effectively and efficiently? Being an Expert of Microsoft Excel (VBA), I can help you out from those … more

    Do you want automation in Excel? Are you tired of making same reports every day? Do you want your job/project get done effectively and efficiently? Being an Expert of Microsoft Excel (VBA), I can help you out from those tedious circumstances that trouble you most. Since I got 6 years of extensive experience in designing and coding complex Excel based Application. A wide range of small utility software or program has been developed through the use of Excel VBA (portfolios attached). I believe my capabilities are perfect for building any excel related projects. Besides, I have got very good control over using different software and methods of VBA which allow me to migrate or scrub data from PDF to Excel, Word, PowerPoint, Access and Vice Versa and to scrape or mine required data from web too.  less

    microsoft-excel vba microsoft-visual-basic web-scraping web-crawler microsoft-word pdf-conversion 00 more less
    • $14.44 HOURLY RATE
    • 5.0
    • 314 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 15 PORTFOLIO ITEMS
    • 8 TESTS
  • Business Coach and Strategic Consultant

    I am Chartered Accountant with 13+ years of Entrepreneurial experience. I have ventured into various projects and have been integral part of many start-ups. Couple of ventures which I was associated with got acquired at a valuation. I am currently … more

    I am Chartered Accountant with 13+ years of Entrepreneurial experience. I have ventured into various projects and have been integral part of many start-ups. Couple of ventures which I was associated with got acquired at a valuation. I am currently business coaching 1) Woman Entrepreneur in Switzerland 2) Lean Mobile apps and online start-up in USA 3) Digital Marketing Start-up in USA 4) Top 20 IT product and services Company in Middle East I have Business Coached: 1) Online MLM Company in Netherlands 2) Job services Company in USA 3) Health and Fitness Company in Australia 4) Mobile App start-up Company in Australia 5) eCommerce Consultant to Company in UK 6) Investment Banking Boutique in UK 7) HR policies and procedure consultancy to a Company in Africa 8) IT and eCommerce Companies in India I am on the advisory board of technical institute and was judge for Student in free enterprise (SIFE) global entrepreneurial competition. My Skills are: 1) Business planning and strategy 2) Turning around businesses and business coaching 3) Financial planing and projections 4) Making business plans and Information Memorandum 5) Business development and marketing strategies 6) HR policies and Employee Management programs My brief profile: • Ventured in to then premature domain of E-learning in 1999 and was first to introduce online (Web-based) learning platform for CA Exam Prep in India. • Integral part of start-up team to introduce first online learning platform for US CPA Exam prep in 2002. • Defined and Structured E-learning platforms along with learning contents for US Based Companies like CPApass.Com, Smartpros & USCPASuccess. • Instrumental in Incorporating Broadllyne Technologies Pvt. Ltd. (BTPL) in 2005 an IT Services Company specialized in Education and IT services domain. BTPL developed and implemented first of its kind Education ERPs for School, Colleges and provided application development services to various Organizations. • Conceptualized and developed a unique online digital language learning platform – eduologue for anytime-anywhere language learning. • Conceptualized and architected online CA Audit management System to automate Audit processes, first of its kind in India. • Designed eLearning custom contents for the courses related to finance for CA Courses, USCPA courses, IFRS, Policy and Procedures for ADIB, Derivatives course for leading Financial services Company etc. • Designed eLearning courses for Technical and Behavioral training for Geometric Limited, UASC, Etihad Airways, Marico etc. • Consulted and developed applications based on process systems for Government Organizations like Central Institute of Fisheries education (CIFE), CIRCOAT, Western Railways etc. • Conceptualized and Developed Human Resource Management System (HRMS). • Consulted Number one CA Coaching Classes in India for Franchise development, Train the Tutors program etc. • On the Advisory Board of M.M.College of Technology, Raipur - India. • Lead Special Audit Team at Tata AIG and Themis Pharmaceuticals in 1999-2000. • Special Judge at Students In Free Enterprise (SIFE) a global entrepreneur competition. • Consulted various IIT-Powai incubated start-ups like Webaroo and Computer Masti on Business strategies and development. • Project Consultant to Chanakya Insitute of Management, All India Local self Government outfit for ICT in Government Schools project. • Conceptualized and developed first of its kind community and training portal for Food industry, Food industry professionals Academy (FIPA). Integral part of content development team for developing training modules based on new FSSA Act. • Mentored various Companies in defining business plans and financial projections. Also assisted them in raising PE and Angel funds. I can be your friend, philosopher and guide for your business or projects and be rest assured its done.  less

    business-coaching business-analysis business-development business-models financial-management financial-accounting 00 more less
    • $42.00 HOURLY RATE
    • 4.7
    • 567 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 8 TESTS
  • Data Scientist/ DataMining Expert/ AlgorithmResearch&Implementation

    I have a master degree of probability and statistics.. I am a R guru. I have 6+ years experience of using R/SAS for statistical analysis and data mining/machine learning. I love my work as statistical algorithm research and … more

    I have a master degree of probability and statistics.. I am a R guru. I have 6+ years experience of using R/SAS for statistical analysis and data mining/machine learning. I love my work as statistical algorithm research and implementation. And I am a hard working people. I have done projects in several industries such as Web Research/ Web Application/ Marking/ Financial Strategy/ Medical/ Commercial/ Sports industry. Also I am familiar with C/Perl/Python/Mysql/PosegreSQL/Latex/Javascript. I like to solve problems for my client, please feel free to contact me if you are interested in my skill set. Look forward to hearing from you!  less

    r statistics data-mining machine-learning algorithms website-development 00 more less
    • $30.00 HOURLY RATE
    • 5.0
    • 378 HOURS
    • CHINA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 5 TESTS
  • Article Writer, Web Content Provider, E-mail Support Representative

    I am pursuing opportunities to do writing-related work of any type including advertising, journalistic, and creative writing, website copy, blogging, news writing, copy proofing/editing, and writing instruction. I am well-read, broadly informed and critically informed concerning geopolitics, global economics … more

    I am pursuing opportunities to do writing-related work of any type including advertising, journalistic, and creative writing, website copy, blogging, news writing, copy proofing/editing, and writing instruction. I am well-read, broadly informed and critically informed concerning geopolitics, global economics, and social trends and issues, Net-savvy, detail-oriented, and self-starting. In addition, I have social media experience in monitoring and supervising multiple platforms. I am not a native English speaker, but have experience in UK English writing style, and have lived in UK for two years. I enjoy working with various types of topics, as I provide genuine research with my work. My extensive work background has developed my analytic, problem-solving and organizational skills. I can write anytime and can assure of a timely submission of your project.  less

    data-entry creative-writing transcription 00 more less
    • $11.11 HOURLY RATE
    • 5.0
    • 276 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 2 TESTS
  • Excel - VBA Automation Expert

    I am VBA Developer with 3 years of experience, currently i am doing ERP based application development job and loving it. I can develop web apps, desktop applications Excel Tool, Office add-ins (VSTO) , Ribbon and a lot more, just ask … more

    I am VBA Developer with 3 years of experience, currently i am doing ERP based application development job and loving it. I can develop web apps, desktop applications Excel Tool, Office add-ins (VSTO) , Ribbon and a lot more, just ask me. Whether you need something built from the ground up, or some legacy code looked at tidied up, I can help  less

    microsoft-excel vba microsoft-visual-basic ssis sql php mysql microsoft-sql-server-development windows-phone microsoft-outlook 00 more less
    • $10.00 HOURLY RATE
    • 5.0
    • 83 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 6 TESTS
  • WordPress Developer

    I am a WordPress Expert who is well experienced in Google Optimized Theme Development using Hybrid, Thesis, Genesis & Catalyst Frameworks including e-commerce implementations. I am very skilled in PSD/HTML to WordPress Theme conversions and PSD to HTML conversions. I … more

    I am a WordPress Expert who is well experienced in Google Optimized Theme Development using Hybrid, Thesis, Genesis & Catalyst Frameworks including e-commerce implementations. I am very skilled in PSD/HTML to WordPress Theme conversions and PSD to HTML conversions. I also specialize in performance enhancements of WordPress sites including but not limited to: - Speeding up WordPress Installations - Adding additional Security layers to Wordpress Installations - WordPress Migrations - Moving WordPress Installations from one host to another - WordPress Troubleshooting / Debugging I have a very good knowledge in SEO, SEM & ORM techniques used. I understand the pros and cons between black hat & white hat techniques. I am expert in utilizing both techniques as per client needs. I have excellent knowledge and troubleshooting skills in PHP - MySql, WordPress, CSS, Web Hosting, Cpanel, WHMCS and is also very familiar with design tools like Dreamweaver, Photoshop etc. I hope to do lots of challenging projects that will add on to my expertise and develop me further as a developer and a WordPress Expert.  less

    wordpress ecommerce-consulting aweber mailchimp icontact php mysql css3 html5 adobe-photoshop joomla network-administration hardware-troubleshooting 00 more less
    • $16.00 HOURLY RATE
    • 5.0
    • 805 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 6 PORTFOLIO ITEMS
    • 2 TESTS
    GROUPS:
  • Analyst & Expert

    I seek for additional opportunities to develop my skills and therefore earn relevant money based on my experience. Educational Background: PHD in Finance Work Experience: Currently Work as a Unit Manager @ a Telecom Company Skills: Proficient in business and statistical … more

    I seek for additional opportunities to develop my skills and therefore earn relevant money based on my experience. Educational Background: PHD in Finance Work Experience: Currently Work as a Unit Manager @ a Telecom Company Skills: Proficient in business and statistical analysis, developing strategies and business plans Expert level skills in Microsoft Excel Experienced in working with databases Fluent in English (Paper based TOEFL-620, Computer based-260), Russian and Armenian  less

    financial-modeling budgeting financial-analysis microsoft-excel interactive-voice-response business-analysis business-models call-center-management customer-service 00 more less
    • $11.11 HOURLY RATE
    • 5.0
    • 20 HOURS
    • ARMENIA
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 8 TESTS
  • Excel Analysis. Video, Photoshop & After Effects Processing. Research.

    Never compromise Detail-oriented Quality and Timeliness of Results, to get Your Projects Done Successfully. Says the one who lives, breaths, sleeps with these technologies and skill sets, for over a decade. Pricing is never a factor with the Best Value … more

    Never compromise Detail-oriented Quality and Timeliness of Results, to get Your Projects Done Successfully. Says the one who lives, breaths, sleeps with these technologies and skill sets, for over a decade. Pricing is never a factor with the Best Value of your Money. Simply scroll down for Reviews, if you're not sure... Risk-free Communicative and Honest work Environment, with 'ANYTIME' After-sales Service is Guaranteed. I mostly work on Fixed Time-bound Piece Rate (as opposed to Hourly Time Rate), as Piece Rate tends to result in Highest Productivity and Efficiency with the Best Savings of Clients' Money. I can work on, i.e. proficient in: Brief: MS Excel (and Office) In-depth, Video Processing, Graphics and Animation, Research and Data Analyses. → Advanced Spreadsheets analysis and process automation, mostly Microsoft Excel In-Depth. → Graphics editing/processing/enhancing of any image (of small or large dimensions, color modification / gradient / add & remove / 3d effects / swapping / enlarging size / perspective change / lens correction of any specific segment of any image), mostly using Adobe Photoshop and Illustrator. → Educational or General Audio-Visual Multimedia Development /editing/processing/enhancements, → Educational Research, Curriculum and Lecture materials development, Teaching, Interactive Quiz/Lecture/Map Design, → Advanced Script-based Automated Web Research, Data-mining, Data-scraping, and Investigation, → Advanced Word Processing (Including Tracked-proofreading, ebook formatting and hyperlinking/connecting contents, converting ebook or document in any file file format pdf, html, mobi, epub, kindle, etc), → Advanced PowerPoint Presentation development (Template design and formatting with secured background markings, convert presentation into interactive flash and auto Video in any file format for youtube or anywhere, develop PowerPoint based interactive video quizzes, narration embedding and management, off-the-shelf transitions and animations, etc), → Advance Office Applications (including MS Project, Visio, VBA Macros, Accounting, Publisher, Statistical & Pivot Analysis, etc), By-Product Skills: → Conversions of any file format to other relevant file formats (single or bulk, Documents, images /icons, audio, video, ebook, web contents, compressed files, etc), → Various Statistical and Accounting Software, → Customized Font Glyph Designs (including custom-made personal or professional handwriting fonts development /modifications), → Subtitles & Subtext-Lyrics Development, modification, re-syncing (embedding as hard or soft-coded /muxed or as any external subtitle files, for any video and song), → Process Evaluation, Flowcharts design and Automation /re-engineering, Usual Work Time Availability on oDesk (although not always limited): (as per GMT Time-Zone) Tuesday: 11:00AM to 09:00PM GMT Wednesday: 05:00AM to 09:00PM GMT Thursday: 05:00AM to 09:00PM GMT Friday: 05:00AM to 01:00PM GMT Saturday: 02:00PM to 09:00PM GMT Sunday: 06:00AM to 03:00PM GMT Monday: 01:00PM to 03:00PM GMT I was awarded Full Merit Scholarship for my academic performance in Bachelor in Business Administration (BBA) and conferred “Summa Cum Laude” title for my academic achievements. I was also awarded President’s Gold Medal Award and Merit Scholarship as a result of my academic performance in Master of Business Administration (MBA). I have completed DIPLOMA IN COMPUTER SCIENCE with ‘A’ Grade proficiencies in Advance Office Applications (including Project, Visio, VBA, Accounting, Statistical Pivot Analysis, etc), Structured Programming, Visual Basic Application Development, SQL Server, and Relational Database Management Systems. [Note: For these scarce markets of oDesk / online freelancing works, my prerequisite Skills, Commitments, or Honestly have never been the constraining issues; apparently the obstacle issues/curses seem to be that I could neither learn how to Beg to nor Con anyone; and I intend never to. If I can, I say and try my level best to do; else, if I cannot, I don't even knock or bother others (until I learn it properly). And I get it, the reality of Demand and Supply. Yet, if Honesty has to pay that price, so be it.]  less

    data-analysis internet-research photo-editing microsoft-excel video-editing adobe-photoshop adobe-after-effects financial-analysis adobe-pdf animation 00 more less
    • $6.00 HOURLY RATE
    • 5.0
    • 0 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 6 PORTFOLIO ITEMS
    • 2 TESTS
  • Credit Analyst/ Statistical Analyst

    I have been working as a Credit Analyst in a major private bank in Greece for 6 years. I have graduated from the Athens University of Economics & Business where I attended the Msc in Economics with specialization in Econometrics. Furthermore … more

    I have been working as a Credit Analyst in a major private bank in Greece for 6 years. I have graduated from the Athens University of Economics & Business where I attended the Msc in Economics with specialization in Econometrics. Furthermore I have graduated from the Patras University where I attended the Bsc in Economics. - I have a strong professional experience in finance in a major private bank. Thus I am experienced how to work under high pressure, team environment, provide results before deadlines. - I have a strong academic background in economic science, research, and several extracurricular achievements with high results. Moreover, I keep up-to-date with developments, new tools and ideas in my area. - I believe I have many personal characteristics and skills which are required for this position. In particular, from my experience as a Credit Analyst and a Research Assistant I have developed strong analytical, communication, negotiating, team working and leadership skills and I am used to working in competitive and demanding environments, dealing with difficult and complex situations and achieving high targets. I try to solve problems using creativity and finding innovative solutions by thinking ‘out of the box’. Generally, I look forward to changes and new challenges. I set high objectives for myself and I work steadily towards them and, as my previous employers said, I act quickly and efficiently on my own initiative. I have also proved that I am not afraid of taking responsibility for my mistakes and learn from them.  I have high career ambitions, I constantly seek out new opportunities for learning, personal development and career progression and I am prepared to work hard in order to materialize them. I am specialized in doing the following: - Credit rating of enterprises & subsequent preparation of underwriting. - Process financial data of enterprises (I.F.R.S. & G.A.A.P) - Investigation and analysis of viability, solvency and credit risk of each enterprise. - Credit risk analysis. - Financial analysis - Statistical analysis via E-views, Excel, S.P.S.S.  less

    ibm-spss microsoft-word microsoft-excel eviews matlab microsoft-access vba financial-analysis 00 more less
    • $15.00 HOURLY RATE
    • 5.0
    • 0 HOURS
    • GREECE
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 4 TESTS
loading