Financial Services & Planning Consultants

Showing 4,081 freelancers

Financial Services & Planning Consultants

Showing 4,081 freelancers

  • 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
  • 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
  • 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
    • $38.89 HOURLY RATE
    • 5.0
    • 239 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 8 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
  • Business Plan Specialist

    -worked as an Accounts Receivable Clerk and developed Excel Spreadsheet to monitor subscription fees for a Cable TV Company -worked as Branch Cashier for a Lending Company and made Bank Reconciliations for 5 bank accounts -worked as Branch Accountant for … more

    -worked as an Accounts Receivable Clerk and developed Excel Spreadsheet to monitor subscription fees for a Cable TV Company -worked as Branch Cashier for a Lending Company and made Bank Reconciliations for 5 bank accounts -worked as Branch Accountant for a Bank and developed accounting system for manual recording and financial statements preparation using Excel Spreadsheet -worked as Accounts Officer for a woodworking company and developed an effective accounts monitoring and collection system -worked as Accountant for a woodworking company and set up a new company using Quickbooks -became Sales and Marketing Head and developed strategies for a woodworking company to become the leader in Gemelina woodworking products by; - creating "Patwoods" brand for woodworking products - conceptualizing design of the labels, billboards and other advertising materials -set competitive pricing for Patwoods products -worked part-time as Virtual Assistant doing article writing, making videos using Microsoft Powerpoint and Picasa, submissions to Traffic Geyser With my experience from Accounting, Sales and Marketing, I am seeking for a part time work wherein I can help businesses reach their full potential.  less

    bookkeeping intuit-quickbooks microsoft-excel microsoft-powerpoint article-writing traffic-geyser business-plans financial-accounting real-estate-appraisal 00 more less
    • $10.00 HOURLY RATE
    • 4.8
    • 518 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 15 PORTFOLIO ITEMS
    • 9 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
    • 3662 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 6 TESTS
  • Business Plan, Financial Modeling,Advanced Excel, Statistical Analysis

    To whom it may concern: I am a motivated and ambitious professional with over 12 years experience across the following functions: • Business Financial Modeling / Planning (8 years), • Corporate Budgeting (6 years), • Mergers & Acquisitions ( 4 global projects ), • Pricing Strategy for Services … more

    To whom it may concern: I am a motivated and ambitious professional with over 12 years experience across the following functions: • Business Financial Modeling / Planning (8 years), • Corporate Budgeting (6 years), • Mergers & Acquisitions ( 4 global projects ), • Pricing Strategy for Services ( 6 years), • Project Feasibility Analysis (3 years), During the course of this extensive experience I have helped my clients who are in industries like Telecom, Entertainment, Hospitality, Clinical Research, Exhibitions, e-Retailing platform, Agricultural produce, Manufacturing, Medical equipment, Steel to name a few. All of these highlight my flexibility and adaptability to new business circumstances. I have garnered expertise in MS Excel, Powerpoint, Word. Regards, Ajit Kumar  less

    financial-analysis financial-modeling strategic-planning corporate-finance business-analysis business-models business-process-modelling financial-management project-management microsoft-excel-powerpivot microsoft-excel microsoft-powerpoint document-review 00 more less
    • $30.00 HOURLY RATE
    • 4.8
    • 1674 HOURS
    • INDIA
    • LAST ACTIVE
    • 4 PORTFOLIO ITEMS
    • 11 TESTS
  • Market Analyst and trader

    I am an avid follower of the markets and I began my activity as an investor in the stock market a few years ago and then moved into the Forex market 2 years later driven by the higher potential that … more

    I am an avid follower of the markets and I began my activity as an investor in the stock market a few years ago and then moved into the Forex market 2 years later driven by the higher potential that the FX global market offers. My economical studies, previous banking experience and mostly being first a stock market investor made its mark on my trading style as I make my trades based mostly on accurate macroeconomic analysis. I apply with success in the Forex trading, theories, indicators and my own systems which was created for the stock market as the Dow Theory or Marc Chaikin’s indicator. My analysis and trading ideas are not limited on the foreign exchange market but I try to take advantage of any opportunity that the market offers as commodities, stocks, indexes, ETF and other instruments.  less

    french italian romanian technical-analysis forex-trading blog-commenting market-research 00 more less
    • $22.22 HOURLY RATE
    • 5.0
    • 71 HOURS
    • ITALY
    • LAST ACTIVE
    • 4 PORTFOLIO ITEMS
    • 3 TESTS
  • MBA, ACCA, Business planning, Financial Analysis & Planning, Modeling

    Being a highly experienced finance and business planning professional my aim is to contribute my skills and experience to help You increase profits, improve cash flows, grow your business and as a result achieve great results. I have acted as … more

    Being a highly experienced finance and business planning professional my aim is to contribute my skills and experience to help You increase profits, improve cash flows, grow your business and as a result achieve great results. I have acted as a business and finance consultant for 12 IT start-ups from US, UK, India, Canada, Australia and Russia and have lead 3 of them to successful funding. I have a solid experience of more than 8 years in financial analysis and financial planning, business planning, financial modeling, feasibility studies, etc. I am also passionate about start-ups and want to connect a great team. Feel free to connect me if: -> You have an ongoing or a start-up business. -> You need a bankable business plan, or a financial model. -> You need to raise finance. -> You need to address challenging financial issues. -> You need to know your financial condition and see the future. I hold MBA in Commerce and Finance. I am currently an ACCA student (www.accaglobal.com). I am fluent in English and Russian. I am an advanced user of MS/OS, MS Word, Excel (vlookup, pivot tables), Visio, Power Point, Project Manager.  less

    financial-analysis business-plans budgeting cost-accounting market-research microsoft-excel microsoft-visio financial-modeling microsoft-word microsoft-powerpoint business-valuation 00 more less
    • $22.00 HOURLY RATE
    • 4.9
    • 315 HOURS
    • ARMENIA
    • LAST ACTIVE
    • 5 PORTFOLIO ITEMS
    • 12 TESTS
  • Xero QBOA Certified Advisor, BAS Agent, Etaxlocal Accountant

    PROFILE: -Licensed BAS Agent Bookkeeper and Etaxlocal Accountant, with solid 4-years full-time Australian Bookkeeping/Accountant experience, familiar with Australian taxation system and statutory compliance requirement, proficient in MYOB, Xero and Reckon Elite Accounting/Bookkeeping/Taxation return. -CPA Australia qualified Accountant … more

    PROFILE: -Licensed BAS Agent Bookkeeper and Etaxlocal Accountant, with solid 4-years full-time Australian Bookkeeping/Accountant experience, familiar with Australian taxation system and statutory compliance requirement, proficient in MYOB, Xero and Reckon Elite Accounting/Bookkeeping/Taxation return. -CPA Australia qualified Accountant, with over 20 years experience gained within roles spanning Bookkeeping and accounting, Internal control, Business and financial analysis, US-GAAP and IAS Reporting, ERP System implementation, Taxation & compliance within MNC and SME, FMCG, Internet, Software sectors, across Australia and Internationally. QUALIFICATIONS/EDUCATION: -CPA Australia Qualified (Member 9267637) 2004-Current -CPA Modules passed include: - Assurance Services and Auditing - Strategic Management Accounting - Corporate Governance and Accountability - Reporting and Professional Practice - Financial Reporting and Disclosure - Australian Taxation - BAS Agent -Tax Practitioner Board - Master of professional accounting award from Deakin University Melbourne 2002-2004 - Bachelors of Science (mathematics and statistics majors) from Fudan University Shanghai 1987-1991 SKILLS SUMMARY: Computer Literacy: - MYOB Premier 19- Seven Years hand-on working experience - Xero Cloud accounting software- Certified Xero Advisor and Brond Partner - QuickBooks Online certified ProAdvisor - SAP FI/CO/MM/SD Module 4.6A- 3 Years Key User - Oracle Financials 11i –implementation team manager - MS Excel, Fourth shift MRP, and Symix ERP system Non-Technical Skills: - Customer oriented - Team working spirit - Openness and fairness - Professionalism LANGUAGES: - Mandarin- First Language - English-Professional working Language,  less

    bookkeeping tax-preparation myob-administration xero saasu accounts-payable-management accounts-receivable-management payroll-processing intuit-quickbooks 00 more less
    • $31.11 HOURLY RATE
    • 5.0
    • 411 HOURS
    • AUSTRALIA
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 4 TESTS
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