Financial Services & Planning Consultants

Showing 4,086 freelancers

Financial Services & Planning Consultants

Showing 4,086 freelancers

  • 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
  • Admn Asst, Buyer, Supply Chain, Transcription

    Greetings, I have over seventeen years experience working in administrative roles that includes data entry, customer service, supply chain, procurement, and recently I have offered transcription services. I am articulate and will work with you to achieve the best possible … more

    Greetings, I have over seventeen years experience working in administrative roles that includes data entry, customer service, supply chain, procurement, and recently I have offered transcription services. I am articulate and will work with you to achieve the best possible results. I offer many transferable skills that can help you complete your projects when needed. Thank you for this opportunity to introduce myself and my skill set. Lisa-Waller  less

    customer-service data-entry internet-research creative-writing administrative-support virtual-assistant operating-systems-development database-administration account-management strategic-planning illustration quantitative-analysis negotiation requirements-analysis google-spreadsheet lead-generation technical-documentation jd-edwards supply-chain-management 00 more less
    • $27.78 HOURLY RATE
    • 4.8
    • 49 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 13 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
  • Financial and Marketing Consultant

    With over 7 years of experience as a Business and Financial Advisor I am a very experienced consultant I have an excellent track record and can help your company to excel with the following services: Business plans; Marketing reports; Business … more

    With over 7 years of experience as a Business and Financial Advisor I am a very experienced consultant I have an excellent track record and can help your company to excel with the following services: Business plans; Marketing reports; Business coaching; Financial models; Valuation reports; Information memorandums; Due Diligence. My experience has given me a broad understanding of a wide range of industries, which allied with my critical thinking skills will bring a lot of value to your project.  less

    financial-analysis business-analysis business-coaching business-valuation corporate-finance microsoft-excel financial-modeling financial-prospectus-writing startup-consulting venture-capital-consulting financial-management business-models market-research marketing-strategy business-plans business-development business-scenario-development ecommerce-consulting 00 more less
    • $45.00 HOURLY RATE
    • 4.9
    • 262 HOURS
    • PORTUGAL
    • LAST ACTIVE
    • 3 PORTFOLIO ITEMS
    • 6 TESTS
  • Stocks and forex trader and analyst

    I am a financial trader and technical analyst with 26 years of experience trading in futures, forex and stocks. I specialise in technical analysis and trading. I was a General Manager in my former company in Taiwan managing and trading … more

    I am a financial trader and technical analyst with 26 years of experience trading in futures, forex and stocks. I specialise in technical analysis and trading. I was a General Manager in my former company in Taiwan managing and trading clients' forex accounts,supervise brokers' trading and training new traders and brokers. Besides trading in brokerage firms, I also trade for clients through banks like Taiwan's China Trust, UOB Bullion - Singapore, BNP Paribas Bank - Taiwan. I have written technical analysis and trading articles for forex and stock trading for websites. I have also done US-China ADR news research and ADR news translation. I write daily / weekly analysis U.S. stocks and forex analysis commentary .I am also well verse in MS Office applications and especially excel. I am also trading in Asian stocks.  less

    forex-trading technical-analysis stock-management copywriting content-writing microsoft-excel microsoft-word 00 more less
    • $20.00 HOURLY RATE
    • 4.9
    • 414 HOURS
    • VIETNAM
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 0 TESTS
  • Financial Analysis

    I have started my career as a Research Analyst conducting equity research and evaluating project proposals after completion of Graduation majoring in Finance. After working as a Research Analyst for three years, I have been promoted to Fund Manager for … more

    I have started my career as a Research Analyst conducting equity research and evaluating project proposals after completion of Graduation majoring in Finance. After working as a Research Analyst for three years, I have been promoted to Fund Manager for providing Portfolio Management Services for the last two years. In the mean time, I have also conducted Issue Management Services and Corporate Advisory Services for AB Bank Limited and later AB Investment Limited.  less

    copywriting financial-analysis corporate-finance financial-modeling financial-management 00 more less
    • $10.00 HOURLY RATE
    • 5.0
    • 703 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 1 PORTFOLIO ITEM
    • 18 TESTS
  • Excel VBA Macro + Access Database Programmer

    - Microsoft Excel VBA Macros Programming , Macro Automation Expert; Android Application Development - Coordination and implementation of automation projects; - Dashboard and Automated Reports Project; - Pivot, Power Pivot, VLOOKUP, HLOOKUP, Data Connections, Emails - Implementation of Supply Chain software; - Office automation projects (Access, Excel … more

    - Microsoft Excel VBA Macros Programming , Macro Automation Expert; Android Application Development - Coordination and implementation of automation projects; - Dashboard and Automated Reports Project; - Pivot, Power Pivot, VLOOKUP, HLOOKUP, Data Connections, Emails - Implementation of Supply Chain software; - Office automation projects (Access, Excel, VBA); - Oracle, MySQL, SQL Server, Stored Procedures - Microsoft Excel, VBA, MSAccess & SQL: 5 years experience; - Software Development & Testing , Software Implementation  less

    microsoft-excel j2ee unix-shell oracle-pl/sql 00 more less
    • $22.00 HOURLY RATE
    • 4.8
    • 237 HOURS
    • INDIA
    • LAST ACTIVE
    • 4 PORTFOLIO ITEMS
    • 11 TESTS
  • Internationally Experienced Statistics, Finance and Business Analyst

    I am a finance graduate of the US and I also have a full time experience working for the hedge fund firm in the US. I have also worked more than 3 years as a freelance finance, business and IT … more

    I am a finance graduate of the US and I also have a full time experience working for the hedge fund firm in the US. I have also worked more than 3 years as a freelance finance, business and IT consultant. As a business analyst, I provide detailed business & market analysis and investment valuation reports covering all aspects of businesses, ranging from budgeting to finance and from operations management to statistical analysis. My portfolio of expertise includes writing business plans, conducting financial modelling, book keeping, statistical analysis, survey reports, economic valuation, and portfolio management. All the work I provide use proper citation and use data gathered only from authentic and credible sources. I prefer using databases of World Bank, CIA, World Resources Institute, United Nations Statistical Database, U.S. Census Bureau, Bloomberg, and Yahoo websites for data collection. In last one year, as an independent contractor, I have done a number of assignments and projects on finance and market analysis of firms operating in the US. I have also created financial models of local and international companies. I have done in-depth financial and market analysis of Wal-Mart, Kroger, Starbucks, Unilever, Bank of America, Sainsburry, Pepsi, Apple, General Motors, Nissan, Gerber and Genuine Parts Company. I have also completed a number of research projects involving complex regression and statistical analysis. For financial data analysis, I primarily use MS Excel, SPSS, R and OpenOffice Calc. For book keeping purpose, I work in Quickbooks and Simply Accounting. I have also done a couple of projects related to eCommerce, especially related to networking and cyber security. I have sound knowledge of databases (Access, MySQL, Oracle & Base) and content management systems (Wordpress). Academically, I am a finance graduate of the US and a candidate for the CFA-Level-2 exam. I regularly take online courses/classes to keep myself updated with the latest research and discoveries.  less

    business-plans financial-modeling financial-analysis business-analysis bookkeeping marketing-strategy business-valuation database-management intuit-quickbooks data-analysis peachtree-accounting economic-analysis microsoft-access account-management business-writing cost-accounting statistics research-papers human-resource-management strategic-planning financial-accounting supply-chain-management corporate-finance product-management inventory-management portfolio-performance-modeling islamic-banking report-writing econometrics microsoft-excel financial-management business-scenario-development business-models purchasing-management blog-writing article-writing erp bank-reconciliation business-proposal-writing business-intelligence business-process-modelling accounting r regression-testing 00 more less
    • $22.22 HOURLY RATE
    • 4.9
    • 26 HOURS
    • PAKISTAN
    • LAST ACTIVE
    • 5 PORTFOLIO ITEMS
    • 9 TESTS
  • Administration Manager/Customer Service Expert/Paraplanner/Recruiter

    I will persist until I succeed. I value efficiency and assure productivity. I do not believe in mediocre scenarios; I work for excellence. I have always believed in the Filipino people's ingenuity, commitment to excellence and industry. My desire … more

    I will persist until I succeed. I value efficiency and assure productivity. I do not believe in mediocre scenarios; I work for excellence. I have always believed in the Filipino people's ingenuity, commitment to excellence and industry. My desire is to continue to make a difference in the virtual workforce - dependable, trusted and skilled. I have been working in the field of sales and customer service for more than 10 years and I believe that I can extend to different companies and organizations the skills and expertise that I gained working in different multinational companies. I'm very adept in these fields and I am seeking opportunities to be of service to other companies.  less

    customer-service virtual-assistant email-technical-support sales data-entry recruiting project-management report-writing management-development administrative-support 00 more less
    • $13.33 HOURLY RATE
    • 4.8
    • 7488 HOURS
    • PHILIPPINES
    • LAST ACTIVE
    • 5 PORTFOLIO ITEMS
    • 4 TESTS
  • PHP/Mysql,CodeIgniter,HTML,CSS,JQuery,Joomla,Wordpress with SEO Expert

    Over the last 5 years I have developed a number of applications both in web and desktop. I'm looking for challenging web development task that require strong professional attitude and wide knowledge of different technologies. The objective here is … more

    Over the last 5 years I have developed a number of applications both in web and desktop. I'm looking for challenging web development task that require strong professional attitude and wide knowledge of different technologies. The objective here is to do high quality work from start to finish on the project assignment and to do this as efficiently as possible. I have sufficient skills to work on jobs in many categories such as Graphics Design, html, css, php, mysql, C#, VB, mssql, javascript, jQuery, ajax, codeIgniter, Joomla, wordpress and SEO.  less

    codeigniter wordpress 00 more less
    • $10.00 HOURLY RATE
    • 4.9
    • 121 HOURS
    • BANGLADESH
    • LAST ACTIVE
    • 13 PORTFOLIO ITEMS
    • 7 TESTS
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