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Certified Financial Planner / Advisor

$750-1500 USD

Lezárt
Kiadva ekkor: több mint 5 évvel ezelőtt

$750-1500 USD

Teljesítéskor fizetve
- Analyzing financial data received to develop strategies for meeting financial goals - Managing debt - Prepare financial plans and strategies and giving financial advice - Investment planning - Cash management and other areas to help reach financial objectives
Projektazonosító: 18193850

A projektről

27 ajánlat
Távolról teljesíthető projekt
Aktiválva: 5 évvel ezelőtt

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27 szabadúszó adott átlagosan $1 130 USD összegű árajánlatot erre a munkára
Felhasználó avatár
Greetings! Ranked the #1 business provider on Freelancer.com since 2010, I thank you for the opportunity to work on this project. I have vast experience in accounting, tax and bookkeeping matters, and have owned and operated over 50 businesses . I am well-versed with both Quickbooks (Certified QB) and Xero, as well as Excel macro spreadsheets. I hold Bachelor of Business Administration and Master of Business Administration degrees and have worked for over 1000 businesses in 150 countries, including Fortune 100 companies such as American Express and Morgan Stanley, as well as FLIR, Rent-A-Center, Cisco, and others. I work with quality, not speed, as my goal. I have a couple of questions and would like to speak with you about the project. 1. Are you available for a discussion to ensure I understand this project. When is a good time? 2. When are you looking to start the project? I would very much like to work with you on this project. Please contact me via www.Freelancer.com to discuss specifics. Thank you in advance. Gregory Bair
$1 500 USD 20 napon belül
4,9 (549 értékelés)
9,5
9,5
Felhasználó avatár
Hey, I can help you in analyzing financial data, prepare financial plans and strategies, cash management as I have done Masters in Finance from the University of Melbourne and have an experience of 6 years in this field so I can handle your task very well. I have full command on cash flows, balance sheets, financial plans/projections, budget and comparative analysis and so on. I assure you that I will provide you an exceptional quality work on your desired time and I am an experienced freelancer with more than 350 positive reviews from my clients living across the globe and I assure you that I won’t disappoint you with my work. Please message me so we can discuss about it more. Thank you!
$1 250 USD 20 napon belül
4,8 (264 értékelés)
7,6
7,6
Felhasználó avatár
Greetings! I am a Chartered accountant with significant experience in financial modelling and business planning with the largest investment banks globally. I am keen to help you with the requirements. Look forward to hear from you. Thanks, RRC
$1 000 USD 15 napon belül
4,9 (131 értékelés)
7,5
7,5
Felhasználó avatár
Hi. I am an affiliate chartered accountant (CPA) and a finance expert since 2009. I have prepared company valuation reports, feasibility studies, business plans, financial models etc. I know different valuation techniques like DCF, NAV, CURRENT MARKET VALUE etc. I have a firm established in Pakistan and provide financial advisory services. Please call me and discuss the details of the engagement. I am available for call on a k y p e and w h a t a a p p
$1 000 USD 10 napon belül
4,7 (349 értékelés)
7,8
7,8
Felhasználó avatár
Greetings, I am a professionally qualified Accountant from Sri Lanka with A degree in Management & Finance. I am a QuickBooks Pro-Advisor. I have 17 years of experience in Audit, Accountancy, Direct and Indirect taxes & Secretarial related in the corporate sector. My duties included AR, AP, Invoicing, Quotations, Purchas orders, Bookkeeping Including preparation of chart of accounts, Audits in branches, Unit costing, Cost departments, Selling price evaluation, Pricing for tenders, Audits, Budgeting, Variance Analysis, Financial Accounts up to year end Accounts, Management Accounts, Unit costing, Payroll, HR, cash flows, Project appraisals, Etc. I am familiar with web-based accounting systems, Quick Books & MS office, especially with Excel. I have the experienced in handling logistics, Inventory, Etc. I have experience in dealing with financial institutions, government processes by working with high profile management in all sectors. Hopefully, my skills meet your requirements. Look forward to discussing with you the opportunity further. We can discuss the project budget. Kind regards, Dilip.
$2 000 USD 20 napon belül
5,0 (70 értékelés)
6,8
6,8
Felhasználó avatár
Hello. I served as CFO, Controller, and Chief Accountant at global parent companies. I have experience with implementing information systems in organizations and businesses (Intuit QuickBooks, SAP, ERP, etc.), within a multi-currency environment and the global marketplace, especially, in accounting, financial reports, consolidating, forecasting, budgeting, costing, cash flow, multi-currency, including collections, payments, inventory, and taxation. I am also a guru in Excel and VBA. I come up with creative and sophisticated financial & statistical modules in a simplified and logical manner. During my career, I have gained valuable experience in diverse sectors, including VC’s, private investors, start-ups, retailers, power plants, farms, insurance companies, universities, construction businesses, real estate agents, medical equipment manufacturers, and traders, among others. My combined experience, knowledge, and creativity will lead to exceptional results that will exceed your expectations.
$1 500 USD 15 napon belül
4,9 (67 értékelés)
6,8
6,8
Felhasználó avatár
Hi, I would like to work for you. I will provide highly credible and well-researched financial planning and advisory support with my CFO / CXO level experience in the past. You may validate my profile which is also certified as “Preferred Freelancer” with highest trust score - 100%. I have completed 31 financial planning and research projects with great reviews in this platform. You may also look at the sample work in my portfolio section and the latest reviews of 85% FIVE STARS in last 40 reviews. I am a qualified finance professional with national merit and 25+ years of experience around Business, Strategy and Finance in US / EU MNCs. Presently I am into my own consulting services. With this background, I will be able to deliver better service for you. Look forward to hearing from you. Best Regards / Sanjib
$1 000 USD 15 napon belül
4,8 (110 értékelés)
6,8
6,8
Felhasználó avatár
Dear Client, I thank you for the opportunity to bid on this project. I am a business advisor, BBA, MBA and CFA with twenty years of international business experience with blue-chip multinationals including The Coca-Cola Company and PwC. I have headed the M&A function for a FTSE corporate and led multiple multi-million dollar deals in conjunction with top investment banks. As a Chartered Financial Analyst, I have the best credentials assist you in this specific endeavor. I would very much like to work with you on this project and kindly ask you to contact me via chat to get to know more about your requirements and timeline, share sample work and/or prepare a custom proposal. Thanks in advance, Alberto L Doriga, CFA
$1 500 USD 20 napon belül
5,0 (20 értékelés)
6,3
6,3
Felhasználó avatár
Project title: Certified Financial Planner / Advisor I am an experienced financial analyst and, since 2005, CFA Charter-holder. I have more than 15 year of working experience in the financial industry. I started to work in 2000 as a financial analyst; from 2006 to 2009, I was chief financial officer for a renewable energy company. After this experience, I started offering corporate financial services as a professional consultant delivering business plan, company valuation, helping companies to raise capital (both equity and debt), implementing planning and control procedures and organizing the capital structure. Why you should award the project to me? - Great expertise in financial and business plans, corporate finance, accounting, a truly corporate financial analyst with a sound knowledge of the business issues, of equity and loan raising. Not a mere writer attempting to present something with no real accounting and financial knowledge. - 100% personal management of the project. No third party contribution/outsourcing. Please contact me for any request and for project info. Sample projects available at my personal page https://www.freelancer.com/u/Pigo. At your disposal
$1 111 USD 20 napon belül
4,9 (103 értékelés)
6,5
6,5
Felhasználó avatár
Hi I'm Venkat. I'm an financial analyst and I have been working as an analyst for over 2+ years. I have a good reputation as an analyst. I'm looking forward to put together my best qualities to good use in fulfilling the job requirements.I promise you will respect my decorum and expertise in finance
$1 250 USD 20 napon belül
4,9 (51 értékelés)
6,2
6,2
Felhasználó avatár
I am a professional accountant with a decade of experience working in a US based NASDAQ registered company's finance department with excellent accounting skills and can complete this task for you as per your requirements
$1 000 USD 20 napon belül
4,9 (33 értékelés)
5,7
5,7
Felhasználó avatár
Hi there? I can help you in Analyzing financial data received to develop strategies for meeting financial goals. I have done Masters in Finance from Cardiff Metropolitan University, I am confident in delivering your project as per your expectations. Please message and share your document with me, Regards,
$750 USD 9 napon belül
4,7 (14 értékelés)
5,1
5,1
Felhasználó avatár
Hi, I hold a financial masters degree and not just that but also have been in the industry for the last 7 years and advising clients successfully. I have covered from markets to taxation to investments. I apply to your project with full confidence. Regards, Shameel Kazi
$750 USD 9 napon belül
4,7 (26 értékelés)
5,2
5,2
Felhasználó avatár
Hi Mate, This is a PhD, MSc in (Financial Management) holder from UK universities, Working currently as Assistant Professor of Finance. I believe that i have the right credentials, and got the ability to complete this project successfully. Note: speak Arabic, and i can prove My degree status if needed. Thanks, Hamza
$1 500 USD 20 napon belül
5,0 (5 értékelés)
4,1
4,1
Felhasználó avatár
typing.. . .
$1 625 USD 3 napon belül
4,8 (5 értékelés)
4,0
4,0
Felhasználó avatár
I can do the work accurately and professionally Delivery at the agreed time I will be honored to work with you
$1 111 USD 7 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
Hi, I come from a solid background in financial services and investment banking, have worked (and been certified) in 5 different markets. specialising in areas such as Asset allocation, Portfolio Management, Financial analysis. Corporate finance and risk management. a keen follower of all markets on a 24/7 basis. I will be more than happy to offer my services, Highly skilled, professional and timely. Please feel free to contact me anytime, Thanking you for your time and attention Kind regards, Talal
$1 500 USD 20 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
I have knowledge of financial comparison between the company and you can fully trust on me for these project.
$750 USD 1 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
Dear r086, I am humbled to bid for this project and be part of your team. I am experienced and competent in completion of my assignments. I will be grateful if we can work together. kindly Contact. if possible you can whatsapp. Thanks. Yours faithfully David Kipkore
$1 111 USD 5 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
I am certified chartered accountant and member of the institute of chartered accountants of india. I am well good for this job. I am practicing in financial, accounting and tax matters in surat having well qualified staff. I had done cash management and financial analysis or many clients.
$1 277 USD 15 napon belül
0,0 (0 értékelés)
0,0
0,0

Az ügyfélről

UNITED ARAB EMIRATES zászlója
Abu Dhabi, United Arab Emirates
0,0
0
Tagság kezdete: nov. 19, 2018

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