Found ? profiles matching your search criteria (financial advisor)

An experienced SAS/Statistical Programmer and Statistician, I have worked in several european countries on pharma/medical/financial projects - with several projects... being on a cost-effective off-site basis. During this time I have been engaged in data manipulation/cleansing, modelling, exploratory data analysis, etc. using SAS on various platforms. My PhD is in Occupational Health (survival analysis) and I have a MSc in Social Statistics. I am a Recognised Teacher of the University of London and during my six years at the European Commission, I acted as SAS/Statistics Advisor, gave SAS courses, developed small-group SAS/Statistics Workshops enhancing networking and mentored Workers and Interns. My spoken and written French and German is reasonable.
Skills: English | French | German | MS Excel | MS... Word | SAS | Statistics | Training

Freelance Copywriter

Professional copywriter who has been providing content for magazines, websites ad promotional materials for over five years. I have specialized, in the past few years, in child healthcare editing and writing a research monthly bulletin for the NHS. ...I have also been freelancing as a features writer, and have been published in magazines aimed at Independent Financial advisors... on a diverse range of subjects (hedge funds, precipice bonds etc.) I offer professional copy writing for a range of needs, especially if you require technical material translated into everyday language, a skill that I have gained over the last five years.
Skills: Blogging | Copy Writing | Editing Skills | Journalistic... writing | Legal Language | Technical Writing Skills

Coach / Mentor / Interim Chief Executive / Managing Dir...

This Interim Director has spent ten years as a Chief Executive or Managing Director in a variety of businesses from family-owned businesses to those listed on AIM. He has managed businesses with up to 450 people, £45m revenues, £10M net profit and has delivered fast growth, organically and by acquisition (from £21m to £45m and from £4m to £12m). He has led merger integration processes 5 times and successfully led two deals from start ...to finish and has raised funds in excess of £5M from the City. He also acts as a consultant, advisor,... mentor and coach having Blue Chip consulting experience in his early and mid career and having mentored and developed over 20 Managing Directors.
Skills: Financial Modelling | Management Skills | Managing People | ... Organizational Behavior | Project Management | Training | Valuations

Trainee Legal Advisor

I am a Legal advisor who strives to provide excellent advice in various areas such as Consumer law, Property, Insurance... & Motoring Law. As well as having knowledge within the Financial, Media & Retail industries I have also held positions of responsibilities such as Trainee Manager and been entrusted to work on my own initiative on substantial projects relating to IT Admin. Looking for freelance work that would utilize my skills in Data Entry, Information processing and IT admin that I have been fortunate enough to use in my previous roles as tele-fundraiser, data-input clerk, Collections Specialist and Administrative Assistant.
Skills: Access | Call Center Skills | Legal Language | ... MS Access | MS Word | Speed typing > 70 WPM

Qualified Health & Safety Officer (formerly executi...

Through my career and experience I am highly skilled in most common computer applications and design company logos, letterheadings and business cards for my own business and others. My English skills are exemplary and I am a fast and proficient coppywriter, proof-reader/copy editor, previously running my own business offering virtual business services. I have also worked as a typesetter/inputter for a publisher (medical texts). I am currently working as a Health & Safety Advisor to a law enforcement agency in North West England and am fully qualified to offer Health & Safety Advice. My services include process analysis and modification, quality management systems audit etc. I am known by my colleagues as 'Aunty Helen' because of the coaching and mentoring I am asked to undertake. ...I am also a successful mother of two teenage children, financially independent and able to manage budgets and undertake financial... planning for business and for family. I am a truly competent individual and I take a pride in delivering client satisfaction, whether through my own business, my husband's, in my current employment or freelance.
Skills: Editing Skills | English | MS Excel | MS... Word | Power Point Formatting | Speed typing > 70 WPM | Training

accounts

Free Bird Management Services was promoted in 2010 ...in Noida by Mr.M.S.Sekar, with long experience in profession in association with Chartered Accountants, Company Secretaries, Financial & Insurance Advisors.... Free Bird Management Services (FMS) established to provide services to Small & Medium Business, Professional Firms and self employed individuals. FBMS has a panel of expert professionals having over 20-25 years experience in their respective fields with various business houses/industries and professionals. Free Bird Management Services (FMS) provides following services: Accounting and Finance is a backbone of any organisation. We need transparent financial reporting whether the organisation is large or small. We not only provide a wide range of accounting services but also keep our clients up to date with changes in Finance, Accounts and legislative amendments. 1. Providing & Assisting to formation of companies, firms, NGOs and other establishments 2. Providing Accounting, Auditing & Taxation Services 3. Company Law matters 4. Valuation of business, Mergers & Acquisitions 5. Auditing 6. Payroll Services 7. HRD establishment 8. Liaison services 9. Insurance & Pension Planning services 10. Investment advising & Portfolio Management 11. Maintenance of statutory books & registers 12. Virtual Office
Skills: Bookkeeping (double-entry)

Business Development and Strategy

You've worked very hard to establish a successful venture, business or side project and I'm sure you're looking for someone who has honorable character to achieve the tasks that will advance your situation going forward. I moved into this space because I'm very passionate about helping individuals and companies achieve their goals. I have a diversified skill set ...that enables me to either be transactional or personal depending on the work and my experiences as a Financial Advisor... really set the foundation of how I approach situations when solving pains and building solutions. I will take the time to understand what you need
Skills: Blogging | Cold calling | English | Financial Modelling | ... Journalistic writing | Lead generation | Management Skills | MS Access | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Project Management | Public Relations Skill | Quickbooks | Sales/ Marketing letters | Salesforce | Valuations

Financial Director

Dear Sir I would like to introduce myself, as a freelance self employeed accountant and business advisor with over 20 yrs PQE with a commercial background. Once you have viewed my details I would be grateful for a short talk/meeting to expand on any areas that would be of interest to your and to discuss the roles in greater depth. I work on an hourly/daily rate via my own limited co with PI insurance. Below are the Talents that will highlight me for roles:- a) Qualified Chartered Accountant CIMA and Degree. b) Advanced Excel plus varied ERP system implementation & use. c) Background as a ...Group Financial Manager with broad experience in all aspects of, financial accounts, strategic plans, control, treasury management, auditing and financial... management. d) Skilled at mergers, undertaking acquisitions, business development, turnaround situations, fundraising and corporate banking. e) Pro-active, innovative and results-driven professional with proven success operating in senior management teams on mission critical and high risk projects. f) A strategic thinker with practical hands on experience implementing strategies within small to medium size companies. Skills Driving continual improvement within organization. Preparing budgets, cash flows and forecasts. Group Consolidated MA & FA under UK/US GAAP & IFRS. Management of multi disciplined teams. Company Secretary Duties. Strategic Planning. Treasury & foreign exchange management. Implementing improved processes & procedures. Change Management. Contract negotiation. Acquisitions & Mergers. Internal Audit Development new IT systems Excel, Sage, Navision and other systems Wide range of sectors i.e. Construction, Logistics, Supply chain, FMCG, Retail, Catering, Distribution, Production, Manufacture, etc. Setup/running financial shared services Yours faithfully John Graeme Wilkin
Skills: Auditing | Bookkeeping (double-entry) | Financial Modelling | Management... Skills | Sage Line 50 | SAP | Trial Balance

Market, Product and Investment Executive

Services fall under 3 primary categories 1. Fundraising (Preparation, Consulting and Introductions) Over 50 years of combined experience in venture capital and private equity experience from due diligence to fundraising and portfolio management. Services include: - Due diligence binder creation - Valuation assessment and reporting (FASB 157) - Fundraising support and navigation - Term negotiation and term sheet execution - Performance monitoring and reporting 2. Business Strategy and Plan Development With several serial entrepreneurs and investors in house there is no better team to properly prepare your business for success. We have experience in a range of sectors including digital and social media, gaming, mobile, SaaS, financial, search, clean technology and CPG. Business Strategy and Plan Development Services include: Product or Service Analysis - Value Exchange/Proposition - Competitive strengths and weaknesses (SWOT) Market Analysis - Pain/Need - Solution - Key Trends, Conditions or Regulations - Market Size - Addressable Market(s) The Business Model - Go to market strategy and logistics - Delivery method(s) - Sales and Marketing Plan (detailed channel analysis) - Key Milestones and timelines Financial Assumptions and Projections - Operational assumptions and costs - Market adoption assumptions and projections - Revenue assumptions and projections ...- Capital Requirements and Sources 3. Market and Product Interim Executive and Advisory Services We identify key management and advisory... needs and leverage our extensive network to source and engage key full time management and team staff, interim executives and advisors. Innovative venture investment and market strategy executive with 14 years of experience founding companies, managing turn-arounds, and providing commercialization, strategic growth, merger and acquisition, and investment advisory services to venture investors, and venture-backed and publicly traded companies in digital and social media, gaming, mobile, SaaS, financial, search, clean tech and CPG.
Skills: Capacity Planning | Financial Modelling | Forecasting | Managing... People | MS Excel | MS Power Point | MS Power Point presentations | Project Management | Search Engine Marketing | Search Engine Optimization | Spanish | Technical Writing Skills | Valuations

Finance Director/Manager

Extremely experienced Financial Director & General Manager, with a proven track record of success across a diverse cross section of... market sectors, most recently working in digital media. Providing high-level strategic business operational and financial control to build consistently improved business performance. A strong pro-active leader, empowering staff to take ownership, providing coaching, training and mentoring, to build cohesive teams working together to achieve individual targets and company objectives. Results oriented and customer focused, with excellent relationship management skills, working with senior Group Board members, auditors, accountants and legal advisors as well as other internal departments, at all levels. Experienced in cash-flow management, client contracts, fee negotiations, business management, all aspects of accounts, including: credit control, sales, purchase & nominal ledger control, management accounts, budgets, detailed forecasting, multi-currency group VAT returns, multi-currency consolidated accounts to audit level, projects and forecasts, facilities management, lease negotiations, managing 3rd party contractors, implementing new systems & procedures, and trouble-shooting. Experienced in General Management & all aspects of HR, including: recruitment, disciplinary hearings (up to and including dismissal), negotiating enhanced Maternity Leave Policy, Compromise Agreements, and negotiation of enhanced redundancy packages. ... and I bake great cakes!
Skills: Auditing | Bookkeeping (double-entry) | Budgeting | Financial Forecasting | ... Financial Modelling | Human Resource | Management Skills | Managing People | MS Excel | MS Word | Office Management | Organizational Behavior | PAYE/Payroll | Sage Line 50 | Speed typing > 50 WPM | Sun Accounts | Training | VAT returns

Administrator/Telephonist/Typist

I am an efficient typist and have an excellent telephone manner. I am currently a stay at home mother and housewife and i am looking for tasks to undertake to generate extra income. I have always worked within an office environment since i left school 18 years ago. I am very reliable, punctual and take great care in anything i do. I have always operated a keyboard ...and undertaken general office duties such as typing, word processing, data entry etc. I have also worked within the financial... services sector taking general customer service enquiries over the phone and dealing with them respectively, and also worked as a debt collection advisor for one of the biggest diy chains in the country taking payments over the phone by debit/credit cards and arranging payment plans etc.
Skills: Call Center Skills | Cold calling | Copy... Writing | Customer Service | MS Power Point | MS Word | Office Management | Speed typing > 70 WPM | Telesales

Qualified Chartered Accountant, Sage 50 and Xero Expert...

Richard Sadler is ...the Managing Director of a small firm of accountants who's aim is to provide small businesses with first class financial... and business related support. I am an experienced qualified Chartered Accountant who specialises in acting for owner-managed small businesses, entrepreneurs and private clients. I have obtained the Sage Accountant Partner Accreditation and Xero Certification for both myself and my business and have also developed a strong background in IT and combine my accountancy, IT and business knowledge to help businesses, give them ideas and recommend successful solutions. I am able to offer partner-level service and expertise from over 18 years of experience to the small business and private client community. I am very friendly and approachable individual and enjoy nothing more than helping both individual and business clients achieve their goals.
Skills: Bookkeeping (double-entry) | MS Excel | MS Word | Quickbooks | Sage 50 (Other Products) | Sage 50 Payroll | Sage Accountant Partner | Sage Line 50 | Training | Trial Balance | ...Valuations | VAT returns | Xero Certified Advisor

Business Support Manager

I am a motivated, and personable individual who is looking for challenging freelance work that can utilise my skills and experience in business performance improvement and business development. I have been working as a business support manager in a local development agency in Jersey, Channel Islands for 5 years where I have worked with small-medium business owners/managers on their businesses to improve business performance and to encourage business growth. I have worked with businesses across all sectors and of a size up to 30 staff. With my support, my clients work on an action plan to improve the performance of their businesses leading to creation of jobs and increases in revenue. I read and evaluate business plans every day in my role, both for start up businesses looking to assess the viability of their venture / gain access to finance, as well as for established businesses looking to reevaluate their direction / seek investment for growth. I ...am studying the ACA Certificate in Finance, Accounting and Business (ICAEW) qualification which enables me to understand and analyse financial... statements and management information.
Skills: Business Advisor | Business Planning | Customer Service | ... French | Managing People | MS Dynamic CRM | Spanish

Office Administrator/Data Entry/Typist/Secretary

I am a very experienced Administrator having worked in many different industries. Past employers include Robert Half Finance and Accounting (Sales Administrator), a FE College (Prisons Division Administrator), West Midlands Police (Civillian ...role - Telecommunications Assistant), Telewest Communications (now Virgin -as a Law Enforcement Co-ordinator) and a small firm of Financial Advisors... (Personal Assistant and Office Manager). I have previously been Home Office, Police and CRB checked/cleared. I pick up new skills and systems easily and am very computer literate. When not at work, I am Volunteer Welfare Team Leader for my local Cats Protection. I am a non-smoker and have impeccable manners. I am bright, witty and charming and take great pride in all I do.
Skills: Access | Blackberry/RIM | Blogging | Call Center Skills | ... Dreamweaver | English | MS Access | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Office Management | Speed typing > 60 WPM

MDRT Advisor with 02 yrs of experience in SBI LIfe Insu...

An Ex-Junior Warrant Officer of Indian Air Force having 20 years of experience Electrical Equipment. Supervised a team of 120 personnel effectively, Imparted training to the personnel. Dealt with Establishment and Policy implementation. Conducted co-ordination of meetings at various levels. Maintained the correspondence ...and documentation of above said activities and made written reports to higher formations. Presently working in SBI Life as Advisor... since Oct 2009. Achieved very good periodical sales targets. Within six months of joining the business achieved RSM(Regional Sales Manager) Club(2009-10). Developed and implemented innovative strategies during the current financial year (2010-2011) and already become a member of MDRT (Million Dollar Round Table). A premier club of International professional Business Development associates. Always aimed at enhancement of business volumes through promotions and innovative thinking.
Skills: Cold calling | Editing Skills | Face to... face selling | Lead generation | Management Skills | Technical Writing Skills | Training

Data Entry

CAREER HIGHLIGHTS Management Trainee 2001-2002 Executive 2003-2004 Amrit Banaspati Company Limited Amrit Corp. Limited (Amrit Corp.), formerly known as Amrit Banaspati Company Ltd., is the flagship holding company of the Amrit Group â�’¢ Implementation on the online application system called Wireless Application Program (WAP) â�’¢ Trained and supervised the concerned persons for the new Application â�’¢ Troubleshot and resolved problems â�’¢ Prepared and maintained training material Customer Service representative 2006-2007 Wealth zone Limited, Gurgaon, India ...Wealth zone, the Retail Division of â��Wealth Advisors India Pvt Ltd., is Financial Supermarket, offering a wide range of Financial... Products & Services through its branches in various locations in the city â�’¢ Scheduled bookings and maintained up-to-date confidential customer files â�’¢ Investment Advisor to the customers â�’¢ Prepared the presentation for the target customers â�’¢ Initiated and maintained manual and electronic office files and records â�’¢ Managed inward and outward correspondence register â�’¢ Provide information to customers at office and solve the queries on telephone. Telemarketing and Administrative Assistant (Part Time) Aug, 2009-March Trident Technologies is a Vancouver based company providing total IT solutions and consultancy â�’¢ Find leads via searching internet and doing cold calling. â�’¢ Schedule bookings and maintained up-to-date customer files â�’¢ Keep track of the calls made and maintained the database on Excel â�’¢ Keep track record of the customers invoices and payments â�’¢ Also assisting in making them a websites. Marketing Research Interviewer Nov, 2009-May 2010 University of British Columbia I was conducting the survey for Public Opinion lab targeting Indian people to evaluate the effectiveness of present healthcare system in serving the people of British Columbia. This is a contract job about to finish this month University of British Columbia June, 2010-July 2010 I was conducting the survey for Public Opinion lab targeting Anglo Canadian people to evaluate the effectiveness of present healthcare system in serving the people of British Columbia. This is a contract job about to finish this month Volunteering June 2010-TillDate I am working as a volunteer in WAVAW nonprofit organization as an office administrative EDUCATION Master of Business Administration 2000- 2002 Punjabi University Patiala (India) B.com 1997 â�� 2000 Punjabi University Patiala (India) INTERESTS AND ADDITIONAL SKILLS : Interests â�� Surfing Internet, Investing in stock Market, Cooking
Skills: MS Word

Financial/Marketing reasearch analyst

Highly rated head of team research analyst looking for freelance work. Worked for Merrill Lynch and Credit Agricole Cheuvreux (Calyon) between 1993 and 2006. In last year of full time work in 2006 for big banks, independent assessor STARMINE rated my team at Cheuvreux no.1 for accuracy of earnings estimates and no.2 for accuracy of stock picks. Freelancing in various segments since then, including my own art/gardening business and consulting for several SME projects, but looking to do more finance/marketing/research work. 1996-2002 MERRILL LYNCH RESEARCH TELECOMS TEAM. Various roles, including heading emerging telecoms team and finally heading cellular team (main coverage Vodafone, Orange, O2 etc). Started as an associate and reached Director. Team was no.1 ranked for several years by independent agencies such as Institutional Investor during 1999-2001 period. Roles involved analysing ...financials, making forecasts and predictions and recommendations on the back of the analysis and then marketing the conclusions to financial... institutions. Carried out thematic as well as stock specific research eg potential growth in data usage for cellular or social responsibility issues surrounding the internet. 2002-2006 CALYON CHEUVREUX RESEARCH TELECOMS TEAM. Headed UK Telecoms coverage and global coordinator for the team. In 2006 Starmine awarded UK team no.1 position for accuracy of earnings estimates and no.2 for accuracy of stock recommendations. 1993-1996 worked in Merrill's European investment banking and syndicate marketing departments covering various sectors. Current portfolio of activities: •Owner of The Artful Digger – artist and gardener. Seasonal business •Property – renovated and now own and manage several rental properties •Advisor to several small start up VC firms, often working in conjunction with Damian Taylor (CFA).
Skills: Cold calling | Data Modelling | Editing Skills | ...English | Face to face selling | Financial... Modelling | French | Italian | MS Excel | MS Power Point | MS Word | Photoshop | Project Management | Sales/ Marketing letters | Speed typing > 70 WPM | Technical Writing Skills | Valuations

Freelance Consultant

Experience Information technology executive who possesses more than 20+ years experience and success in Business Development, Account Management, Professional Service Management, Channel Management and IT Operation Management in the Middle East, Europe and Asia. ...Vertical industry expertise comes from current and former responsibilities in selling and delivering technology solutions in the fields of, Financial... Services, Airline and Hospitably, Telecommunications, Retail and Public Sector with a proven track record in the following areas: Customer focused, working as a Trusted Advisor at all level, demonstrated business and technical awareness; joint success with partners and services, with a track record of getting things done across organizational boundaries Building and managing vendor and key client relationships for commercial and services, including negotiating and administering contracts, deliverables, work statements and other agreements. 10 + years knowledge and experience of successfully selling Microsoft Solutions with Partners and Services in a Multi-Vendor Enterprise environment across a geographically dispersed region with focus on the Financial Industry sectors. Experience working across multi-subsidiary teams identifying opportunities and closing solutions deals including managing complex deals with geographically dispersed resources Working with people in a cross-functional virtual team, with a culture of collaboration and co-operation with the principle of “making others great”. Accomplished in account management and services sales and has the ability to translate a customer’s business requirement into a technology solutions framework. He is also familiar with all aspects related to professional services and customer support activities.
Skills: Blogging | Customer Service | English | Face to... face selling | Lead generation | Management Skills | Management Skills | MS Excel | MS Power Point presentations | MS Word | Networking Infrastructure (Win) | Organizational Behavior | PocketPC | Project Management | Sales/ Marketing letters | Siebel CRM | TCP/IP | Telesales | Training

Senior TMT Strategic Consultant and Investment Banker |...

Christina is a SENIOR STRATEGIC ADVISOR to entrepreneurs and executives of emerging growth companies. She serves as Managing Director Consultant to ValuQuest INTERNATIONAL, a strategic advisory boutique providing investment banking, operations consulting and M&A expertise to growth and start-up clients. Her role at ValuQuest is the result of integrating efforts in 2010 between Alquemie Partners, a consulting practice she founded in 2009 and ValuQuest INTERNATIONAL, a M&A boutique to create a platform that would properly address the needs of growth clients. She currently assists several start up technology companies that are members of the Plug and Play Tech Center community based in Sunnyvale, California. Christina works with many founders, entreprenuers and senior managers to help develop their successful business and provides services as needed. Services include: Business Development -- introduction to strategic customers and partners, Corporate Development -- coordinate introduction to Silicon Valley Venture ...Capital and Angel community, Strategic Advisory - positioning, editing and authoring executive summaries, business plan review, create and refine financial... models, company presentations and identification of ideal marketing channels.
Skills: Blackberry/RIM | Cold calling | Editing Skills | ...English | Face to face selling | Financial... Modelling | Forecasting | German | Legal Language | Management Skills | Managing People | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Power Point Formatting | Project Management | Sales/ Marketing letters | Spanish | Training | Valuations

Principal Graphic Designer

I can translate the most complex or vaguest of briefs into creative, imaginative and focused designs. I do this by listening, to uncover the essence of the client’s brand, helping them to think through what they believe they need and help crystalise initial ideas into a clear design brief. Often, clients struggle to visualise what a final design will look like. I take the sketchiest of briefs and deliver a selection of initial ideas for review, which can then be discussed and developed further. I can offer a complete ‘end to end’ service, from taking the initial brief, through to design, proofing, liaising with printers and delivery. I have a trusted and reliable group of suppliers, including photographers, digital and litho printers, and exhibition builders, with whom I have negotiated preferential rates. I recognise the value of a brand and the importance that creative and effective graphic design is, in raising your profile, both internally and externally. I create completely new house styles, including everything from logos, colour schemes, stationery and brochures to exhibition displays, events and corporate gifts. I am also comfortable working within the confines of existing corporate guidelines. I have an established portfolio of clients including Prudential, Royal & Sun Alliance, Crown Life, Trebor ...and City Financial Planning, as well as numerous local businesses and personal clients. I am currently acting as an advisor... to AXA Wealth and City Financial Planning (CFP). AXA is producing a new set of literature for CFP. Although it is quite a technical document, as it will be ultimately client-facing, it is my responsibility to ensure that the document is produced within the company’s style guidelines, is consistent and easy to follow. I am also advising on final production eg print, paper stock and finish.