Financial Services & Planning Consultants

Showing 4,055 freelancers

Financial Services & Planning Consultants

Showing 4,055 freelancers

  • Management Consultant

    - Proven business planner with experience in 10+ industries. - Worked with 50 + businesses to help them achieve their goals. - Helped start-ups and companies gain over $5 M in funding. - Consulted companies on every continent with market-entry. - Budgeted > $10 M in marketing … more

    - Proven business planner with experience in 10+ industries. - Worked with 50 + businesses to help them achieve their goals. - Helped start-ups and companies gain over $5 M in funding. - Consulted companies on every continent with market-entry. - Budgeted > $10 M in marketing funding and managed $150 K annually Core Expertise: 1. Strategic management 2. Finance (private equity) 3. Marketing analytics  less

    business-plans venture-capital-consulting business-models strategic-planning market-research marketing-strategy business-writing corporate-finance 00 more less
    • $77.78 HOURLY RATE
    • 4.9
    • 134 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 5 PORTFOLIO ITEMS
    • 6 TESTS
  • Financial Analyst/Excel-VBA Expert/Powerpoint specialist/Tableau

    9+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. 5 star rated on oDesk with excellent communication skills. Fast learner and high attention to detail Have worked on a variety of financial and analytical assignments. Well versed … more

    9+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. 5 star rated on oDesk with excellent communication skills. Fast learner and high attention to detail Have worked on a variety of financial and analytical assignments. Well versed in developing excel models, performing data analysis, writing business reports and preparing high impact powerpoint presentations. Have developed Excel templates, financial models with VBA - macros, userforms, functions and event based programs.  less

    financial-analysis microsoft-excel vba data-scraping data-analysis microsoft-word microsoft-powerpoint financial-modeling tableau 00 more less
    • $15.56 HOURLY RATE
    • 5.0
    • 2174 HOURS
    • INDIA
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 9 TESTS
  • Netsuite Certified Accountant, Quickbooks, MYOB, Tax Specialist

    You grow the business, while I support you with dedication, integrity, excellence and confidentiality. In this new era where everything is online, although my office location is in the Philippines, all my clients are from USA, Canada, Australia, and Great … more

    You grow the business, while I support you with dedication, integrity, excellence and confidentiality. In this new era where everything is online, although my office location is in the Philippines, all my clients are from USA, Canada, Australia, and Great Britain. I have been in the Outsourcing Industry for more than 4 years and have built the reputation as an Industry Leader. Despite being in the Top List of Freelancers, I continue to personally serve all my clients. Unlike the rest, I personally do all the work. I believe that clients hire me because of my expertise. I do not believe in passing the work to another freelancer. This is the reason why all my clients are satisfied with my work. Being an International Certified Public Accountant who focuses on clients using Netsuite and Quickbooks, I have served almost all types of business all over the world, to include trading, manufacturing, retailing and service. For the past 9 years in Accounting & Audit Practice, I have gained excellence in the field of systems, control and analysis. My experience and full background in Audit structured my capability in analytics, problem solving and critical thinking. My expertise is greatly focused on Netsuite and Quickbooks. I have been using these for at least 4 years now. However, I also have full expertise in using Xero, MYOB, Accounts IQ, Peachtree, Microsoft Money, SAP, and Oracle. In handling activities, dedication, integrity, excellence and confidentiality are inherent elements in my work. Having a degree in Business Law and Taxation as well as Civil and International law, I provide business-related legal advice useful your company 24/7 as a value added service. In addition to Accounting and Taxation, my services are also demanded for Financial Planning and Analysis. In my effort to be an asset of my client, I ensure that I communicate and explain the financial results of the company. This will ensure that accounting data will not be merely for taxation purposes, but most importantly, to aide my client in decision making and advancement of the business. I work side by side with CEOs and Presidents of companies in my client list through stable online communication using Skype, Teamviewer, Gotomeeting, or Logmein, whichever suits them best. Reports are constantly shared and updated via Dropbox, Box, Google Drive or through emails. While my bosses grow the company, I provide on-time and reliable financial accounting reports and advice to guarantee the soundness of any critical decisions made, all in the name of strong dedication and loyalty to my clients.  less

    bookkeeping accounting intuit-quickbooks accounts-payable-management accounts-receivable-management microsoft-powerpoint 00 more less
    • $22.22 HOURLY RATE
    • 4.6
    • 8624 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 5 TESTS
  • Strategy / Marketing / Consulting / Innovation / Finance / MBA / VC

    Simply put, I deliver "growth". I'm an award-winning business strategist (AIB, CODiE), qualified in Marketing (CIM), Accounting (CIMA) and Project Management (PRINCE2) – and use these skills to increase + generate revenues and profits. I’m a specialist in strategy (business … more

    Simply put, I deliver "growth". I'm an award-winning business strategist (AIB, CODiE), qualified in Marketing (CIM), Accounting (CIMA) and Project Management (PRINCE2) – and use these skills to increase + generate revenues and profits. I’m a specialist in strategy (business, financial, corporate), marketing (branding, viral, social, offline, pricing, metrics) and innovation (creativity, e-business, prototyping, high-tech). I offer 20 years global business experience in UK/US/EU (Corporate, Start-Up, Entrepreneur, Not-for-Profit), inc. 6 at C-level (e.g. CFO, COO) with first-class English skills, and 2 x masters' degrees [Accounting + Marketing]. I'm an expert in the strategic side of business, finance and marketing, inc. business cases (e.g. raised $15m in funding), product design (e.g. award-winning / award-nominated) & strategic planning (inc.: SWOT, ratios, PEST, KPIs, BCG matrix, trend analysis, Porter's 5 Forces, Value Chains, Ansoff Matrix, Balanced Scorecard, GE matrix and dozens of others.) I offer technical and commercial advice in strategy, marketing and/or finance, to levels that surpass MBA standards. I can also write to the highest of standards:I provide a free (no-strings) consultation via Skype, a 100% confidential service and a 5-star guarantee (details upon request).  less

    strategic-planning business-plans financial-analysis project-management marketing-strategy business-coaching startup-consulting product-management business-analysis brand-consulting 00 more less
    • $90.00 HOURLY RATE
    • 5.0
    • 273 HOURS
    • UNITED KINGDOM
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 5 TESTS
  • Dr.

    To perform statistical analysis, univariate or multivariate, with SPSS or Minitab, interpret, and write up the results in an easily understood report. I worked as a Marketing Professor for over 30 years (I have my PhD) during which time, I … more

    To perform statistical analysis, univariate or multivariate, with SPSS or Minitab, interpret, and write up the results in an easily understood report. I worked as a Marketing Professor for over 30 years (I have my PhD) during which time, I taught market research with SPSS and also used it in my own research and consulting work.  less

    statistics 00 more less
    • $22.22 HOURLY RATE
    • 4.8
    • 343 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 2 TESTS
  • Business Application Development Consultant, Financial & Excel Expert

    Do you want your own web based application developed? that you can use for your own organization and even sell it to others. Then I have the experience and resources to do it. Just email me for a small meeting … more

    Do you want your own web based application developed? that you can use for your own organization and even sell it to others. Then I have the experience and resources to do it. Just email me for a small meeting and you will know how it can be done. Do you want automation in excel? Have you been bored making the same reports in excel? I have a solution that will completely automate your work in excel to just few clicks. Macros, vba coding are my specialities with study back ground in finance. I have developed many customized applications in excel. If you want to change the way you work, Just message me! Thanks.  less

    financial-accounting accounting microsoft-excel microsoft-excel-powerpivot microsoft-word microsoft-powerpoint imacros-scripting css 00 more less
    • $16.00 HOURLY RATE
    • 4.6
    • 149 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 14 PORTFOLIO ITEMS
    • 6 TESTS
  • Business Plans + Decks + Research + Consulting

    I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full … more

    I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full pitch decks or online presentations. Among my past clients I have financial institutions, food distribution companies, entertainment start-ups, media websites and green energy companies, plus many nonprofit organizations. My best clients are the ones with new and disruptive ideas. In my process I ask many questions, do a lot of research, propose new ideas, explore diverse channel of distribution, provide a lot of graphics, create models using a canvas business model system, run numbers and create financial projections. At the end, I do everything I can to create useful and powerful documents for my clients. "OFF-LINE" I have my own business consulting firm working from New York City, (EST) but available around the clock. I have an MPA from Cornell University (USA) and I speak English and Spanish. ----- MY PHILOSOPHY on writing business plan is simple: every business plan is unique and every client deserves a professional and timely service. I do not over promise, I do what I said I will do. Simple. Some business and marketing plans are designed to get a loan from a bank, others to get potential investors excited about a project. Most of the time is a tool to raise money, but all the time should be an instrument to guide your future. In my work I get inspiration from big angel and venture capitalist firms, such as the giant investor Sequoia Capital; that has invested in companies like Apple, Google, YouTube, PayPal, Instagram, Yahoo!, Atari, Kayak, Zappos, and LinkedIn. I always suggest my potential clients to read what they are asking from people that want to get funds from them: www.sequoiacap.com/ideas They are not asking for a 100-page business plan. They believe that the best founders are clear thinkers. ----- MY PROCESS is also simple. I start with your ideas and your initial data and work until you are completely satisfied. I want to invite you to see my process of writing business plans here: http://goo.gl/ugB0l1 Before you hire me I give you a very clear plan of what I will do for you, step by step, with a feasible timetable. Again, I do not over-promise, I do what I said I will do. By hours, this is a breakdown of my typical development process: 1) Business Consulting (2-6 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 3 to 5 years of Sales, Profit & Loss, Cash Flow and Balance Sheet forecasts. 4) Writing (8 to 16 hours) - following the format of California VC firm Sequoia Capital and adding charts, maps, graphics, etc., to clarify your business pitch. 5) Online presentation (4 to 8 hours) - on prezi.com. My tools are 1)Internet for research, 2) Skype for communication, 3) ASANA -the project management tool created by one of the founders of Facebook- to organize my work, 4) Excel to plot all financial projections, 5) PowerPoint to design pitch decks, and 6) a few RedBulls to work overnight and on time. Everything will start with a Skype chat and we go from there. ----- TERMS I work around your budget. I know that startups are not cash cows. Because every plan is unique, I like to discuss final payment terms during the interview process. My original bid is a guide for the client, and is based, usually, on a week of work (about 40 hours). Depending on the nature, format and stage of your business project, my work could take about a week and in some cases several weeks. My hourly rate is $75, and usually will take me 20 to 40 hours of work to develop a comprehensive plan. If you hire me as a fixed rate contract, I operate on a 3-payment basis. The first 20% is due at project start, a second payment of 40% at an agreed upon middle milestone, and the final 40% upon completion of the project. ------- SAMPLES Looking for samples of my work? Here is a list of some of my past projects: IT service start-up in Germany, data center in Uganda, online food service platform in Brazil, crowdfunding site in California, niche social network in the UK, nonprofit in Mozambique, real estate fund in Taiwan, TV production company in Los Angeles, agro-business in Nigeria, entertainment company in Holland, publishing service in Spain, beverage company in the UK, entrepreneurial education center in Dubai, pharmaceutical start up in Lebanon, electric company in Saudi Arabia, and several iOS native app start-up in Australia, Ukraine, Puerto Rico and USA. If you request a connection via Linkedin you can see past clients’ recommendations here: www.linkedin.com/in/josebello ----- FINAL NOTE: If you do not hire me, let me wish you good luck in your future business. Keep it up and dream big. Jose  less

    business-development business-plans business-models presentation-design microsoft-powerpoint venture-capital-consulting financial-modeling business-writing business-coaching 00 more less
    • $75.00 HOURLY RATE
    • 5.0
    • 407 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 11 PORTFOLIO ITEMS
    • 1 TEST
  • Market research, consulting, start-up advisory, 7 years of exp.

    Experienced market research, advisory and consulting professional with 7 years of relevant experience. I have around 7 years of experience in market research and analysis, marketing strategy, location analysis, go-to-market strategy, new market entry, competitor scan and benchmarking, vendor evaluation … more

    Experienced market research, advisory and consulting professional with 7 years of relevant experience. I have around 7 years of experience in market research and analysis, marketing strategy, location analysis, go-to-market strategy, new market entry, competitor scan and benchmarking, vendor evaluation, preparing pitch decks and proposal, etc. Current I am working with a leading UK based management consulting firm as a lead analyst/ team lead. I have worked for clients from different geographies such as the US, Europe, and APAC from sectors such as healthcare and pharma, ICT, IT security, outsourcing and shared services, energy and utilities, FMCG, automotive, real estate, retail, etc. - My day-to-day work includes market research, market sizing, competitive intelligence, account intelligence, benchmarking, and location analysis - I have advanced knowledge in usage of various analytical frameworks and models such as BCG Matrix, Porters Five Forces Model, PESTEL analysis, Value-chain analysis, and Time-Series model - Core experience in proposal preparation, providing recommendations on new market entry, location attractiveness, etc. - Responsibilities include project management, client communications and management, work allocation, scoping, etc. - Further, I have additional work responsibilities of generating ideas that are aligned towards the strategy for developing the organization in a new direction (for example, identifying a new revenue stream)  less

    market-research marketing-strategy seo-keyword-research financial-analysis strategic-planning business-analysis project-management business-proposal-writing startup-consulting brand-consulting database-management microsoft-excel microsoft-powerpoint microsoft-excel-powerpivot microsoft-word 00 more less
    • $33.33 HOURLY RATE
    • 4.8
    • 170 HOURS
    • INDIA
    • LAST ACTIVE
    • 8 PORTFOLIO ITEMS
    • 4 TESTS
  • Angel/Equity Investor Business Plan, Market Research

    I Sivaramakrishnan working as a Consultant & Researcher have 4 years of experience in creating market research reports, business plans marketing plans, strategy documents, competition analysis report, financial projections etc. I have worked with clients from a gamut of sectors including … more

    I Sivaramakrishnan working as a Consultant & Researcher have 4 years of experience in creating market research reports, business plans marketing plans, strategy documents, competition analysis report, financial projections etc. I have worked with clients from a gamut of sectors including IT, Healthcare, FMCG, e-commerce, Education, OTC , Hospitality, Retail and Real estate, both from India and worldwide. I pride myself in providing a customized approach to the preparation of business plans and research reports which has benefited a number of entrepreneurs in new product launches, raising capital, determining USP, effectively reaching target segments, streamlining operations and devising marketing/financial strategies.  less

    business-plans market-research business-writing marketing-strategy business-analysis financial-analysis business-proposal-writing business-intelligence business-coaching business-continuity-planning business-models business-valuation 00 more less
    • $83.33 HOURLY RATE
    • 4.7
    • 1791 HOURS
    • INDIA
    • LAST ACTIVE
    • 8 PORTFOLIO ITEMS
    • 12 TESTS
  • 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
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