Found ? profiles matching your search criteria (financial planning)

Partner of Madison Cole

Through my company, operating from our Leeds city centre offices, ...I can offer a wide range of services from helping new companies create researched and engaging content to providing financial,... business and research services. I have experience working on many different projects with an array of different industries from local law firms to national clothing labels and have had several of my articles published in national magazines. I have also worked on a range of other services to assist new businesses set up and develop their business and can offer expert advice and assistance on business plans, finance and research.
Skills: Adobe InDesign | CSS | Dreamweaver | Financial Modelling | ... Flash/ActionScript | Joomla | Legal Language | Photoshop | PHP/HTML/DHTML | Search Engine Optimization

Business Planning/Transformation/Finance

I have an MBA from Cape Town (2009) and New York University (2010 - Exchange Program). My undergrad was in accounts and corporate business administration (1998). I currently own my business, a range of Bavarian craft beers which is a new venture into the UK. I ...am a highly commercial individual with experience in delivering corporate transformation initiatives, managing capital budgets and fixed assets, business planning... to support acquisitions and attraction of investment (10 years +).
Skills: Data Modelling | ...English | Face to face selling | Financial... Modelling | Forecasting | Management Skills | Managing People | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Project Management | SAP | Valuations

Financial Services Administrator and Paraplanner

I am a Financial Planning Certificate holder with 10 years experience in the finance Industry.I am a quick learner, flexible,... excellent at relationship development, and I am able to adapt to challenging situations quickly.I am a freelance paraplanner, writing suitability reports covering pension, investment and protection recommendations. I became a freelance Paraplanner in an effort to remain an active member of the work force and to keep my skills current whilst balancing the demands of being a mum to a young child. As a freelancer I have built up strong and trusting relationships with a small number of professionals. In one role with a remote IFA, I am primarily responsible for the fund research and portfolio building, which is performed on a monthly basis. I have become extremely familiar with the Intelligent Office Back office system, Synaptics, Salary Exchange and Selectapension systems. I am adept in utilising the Elevate and Novia wrap platforms for producing pre sales illustrations and following applications through to new business. I have become a key asset in overseeing administrators and seeing business through to completion. I am able to assist with the compliance side of the business and have helped IFA’s with their Treating Customers Fairly Records.
Skills: Technical Writing Skills

Business Planner, Trainer, Market researcher, Managemen...

I am a business planner particularly experienced in all types of internatational environments, expert in all aspects ...of business and corporate planning, and research, expert across a wide range of industries, including energy, construction, engineering, property, financial... services, retail, also heritage and historical projects. My projects have ranged in value from a few thousand pounds to $300 million.
Skills: Copy Writing | Editing Skills | English | French | ... Journalistic writing | Management Skills | MS Excel | MS Power Point presentations | MS Word | Public Relations Skill | Spanish | Technical Writing Skills | English Language (Words and Phrases) Test | IQ Test | IQ Test
Certified Skills: English Language (Words and Phrases) Test, IQ Test, IQ Test

Researcher - biomedical sciences

Commercial and technical consultancy services for the biotech, pharmaceutical and healthcare sector. Our clients include some of the leading academic institutes of the UK and international companies developing innovative products and services. Services include Business development: Targeted campaigns to match clients’ technologies, products or specialist services to new customers. We have an extensive network of contacts, as well as a variety of data resources to identify the relevant person in an organisation, and the appropriate skills to present complex scientific concepts effectively. Market research: In-depth analyses of the target market, competitor intelligence, pricing structures, market drivers and barriers to entry. Frequently used by our academic clients to determine the value of a technology and inform their patenting strategy. Due ...diligence: Technical and commercial analyses, including intellectual property and literature reviews to assess novelty and commercial opportunity. Used for financial... valuation of early-stage technologies, investment decisions and to inform merger and acquisition strategies. Start-up support: Mentoring, business plan preparation, fundraising, strategic partnership advice, technology matchmaking.
Skills: Analysis of scientific data and novel... technologies | Technical Writing Skills

Managing Director

Lucus is responsible for the overall strategic steer of the group and has a strong interest in the outsourcing and bid and tender management service at Encompass Consultancy. Lucus started his career in commercial marketing, having studied a Marketing Degree at The University of Hull, further to this he has experience of working for organisations in the public, private and civil society. Lucus has worked for and with key agencies across the region supporting urban regeneration and general community development. He has successfully supported organisations across the region in securing significant revenue and capital funding as well as advising in areas of risk, quality management and assurance and environmental management. Working with organisations in ...the UK and the US, Lucus has supported private and civil society organisations in areas such as funding, business planning... and service redesign, Lucus is currently completing a Master of Business Administration (MBA) in addition to Prince2 and Six Sigma.
Skills: Blackberry/RIM | Capacity Planning | Copy Writing | English | ... Financial Modelling | German | Human Resource | MS Access | MS Excel | MS Power Point | MS Word | Organizational Behavior | Prince 2 | Project Management | Sage Line 100 | Sage Line 50 | Six Sigma Green Belt | Technical Writing Skills | Management Skills Test | Grant Writing Test
Certified Skills: Management Skills Test, Grant Writing Test

Financial & Business Planning Expertise

Go Advice is an independent Business Advice & Support Company based in the UK. We specialise in providing Business and Financial Planning Services along with Business Support Services covering Marketing, Email Contact Databases, Telesales and Website Hosting to Small Businesses. Go Advice was formed to allow small businesses to leverage and benefit from the skills of our Founder, Richard Smith who has had an extensive ...career in Financial Services and Small Business Start Ups. Experience We Can Bring To your Business: Business & Financial Planning... Partnering Business Leaders to drive business growth and process improvements. Marketing Campaign Management Telesales Services Email Contacts Databases Website Design & Hosting Our Founders Career has covered the following positions: Vice President, Finance at Citigroup Finance Director and Business Head at American Express Founding Member and Finance Director at Sharepeople.com Founder of Go Solutions Group
Skills: Financial Modelling | Forecasting

eBiz Support, SEO, Website Developmentm Analytics, Res...

DARTinfo Services and DART Consulting are outsourcing service providers providing cost effective and quality outsourcing services to global clients. DART Consulting focus on knowledge process outsourcing (KPO) and provide specialized services in the areas of business research, market research, competitive Intelligence, financial analysis, online research, internet advertisement, PPC ads, social media optimization, search engine optimization, web analytics, website development and search engine marketing. DARTinfo Servics is a leading web, IT and business Solutions provider with over 8 years’ experience in the industry. We specialize in providing high technology, end-to-end solutions in Web development, Application Development and IT Consulting Services. We provides world class solutions for developing CMS websites, Database driven sites, e- commerce sites, Web applications, and other Open source websites. We take up website maintenance; provide Domain Name Registration, and Web Hosting Solutions. Our internet marketing group provides digital marketing solutions including Search Engine Optimization and other services using similar web marketing tools. We have the technical expertise of using latest technologies to deliver cutting edge web and IT solutions that bring tangible results to our clients. We have clientele from all industries - energy, education, retail, consulting and most of our clients from small to midsized businesses from Oceanus to North America. We maintain very competitive pricing by employing well trained resources, and utilizing proprietary frameworks and tools to significantly reduce development time and thus boost overall productivity. DARTinfo’s Capabilities Web Development & Programming: PHP, Java scripting, AJAX, XML/XSL, ActiveX, Jquery Database Programming and Integration: MySql, SQL Server API’s : Twitter API, Facebook API, Google Gadgets, Google Maps, Google Chart, Google Analytics, Google adsense Syndication : XML, RSS, RDF Payment Module Integration: Authorize.net, 2CO, PayPal Security Certificate installation : SSL, Verisign Open Source: WordPress, OSCommerce, Joomla, Zencart, Big Commerce, Open Cart, Corecommerce, Miva Merchant 5, Expression Engine Operating Systems: Windows XP Professional, Vista, Windows NT, Linux, MsDos Web Technologies: HTML/XHTML, CSS , XML/XSLT, Web-Services 2.0/SOAP Web promotion: SEO, Social Media promotion, PPC, Blogging, Article writing, Press Releases, eNewsletter Management, directory submission, Google Webmaster Tools Our Services: Article writing Business Intelligence Blog set up Blog ...writing Company Research Reports Credit Research Data Extraction Directory Submission Data Mining Financial Statement Analysis Internet Marketing Link Building Financial... Modeling & Forecasting Newsletter Preparation Online Surveys Online ads Support Services PPC set up and management Product Reviews Presentation Preparation Property Research Profiling Companies Real Estate Analysis Site update Social Media Optimization SMO Search Engine Marketing SEO SEM Virtual Assistance Web analytics Website development Contact for quality outsourcing solutions NOW!
Skills: Financial Modelling | Power Point Formatting | Valuations | ... Website Development | Business Plans Test
Certified Skills: Business Plans Test

Business Planning Specialist

* Client-oriented, strategic business planning consultant * Affordable, bespoke high-quality client business support service * Real 'coalface' experience, all advice... practical and comprehensive at every level * Commitment to remain alongside client throughout implementation of any plans on which I have advised * Mentor to small businesses in London * FULLY INSURED for all work carried out (£2m cover - see portfolio) Services covered include: * Comprehensive business planning * Option analysis * Investment appraisals * Debt and equity funding applications * Break-even analysis * Public grant funding and charitable trust applications * Project management * Tendering (responding or conducting) * Evaluating accounting software * Risk-register development and management
Skills: Data Modelling | Financial Modelling | Forecasting | MS... Excel | Project Management | Technical Writing Skills | Valuations

Director

A qualified Chartered Accountant having worked for KPMG for 7 years providing professional accounting services. I specialise in: - Bookeeeping (experienced in all major accounting software) - Payroll services - Person tax including self assessment - Company Acccounts and tax returns - Accounting for locums and contractors - Accounting ...for sole traders and retail businesses - Business Plan and financial forecasting for startups or fund raising - Professional financial... modelling A Rolls Royce service without the price label. The more specialised areas such as financial modelling is provided by a specalist accountant who has many years experience working in Corporate Finance. A registered HMRC Agent and accounting service provider. We gurantee to get the work done on time or your money back and provide professional idemnity on our engagments. We are based in the East Midlands, West Midlands, North West & London; location is never an issue we can provide any service remotely.
Skills: Bookkeeping | Bookkeeping doubleentry | ...Budgeting and forecasting | Business Planning | Financial... Accounting | Kashflow | Management Accounts | MS Excel | MS Power Point | MS Word | Quickbooks | Sage | SAP

Partner: Compliance Accounting and Tax Advisory Practic...

At 3resource LLP we are experienced Compliance ...Accountants, Tax Advisers and Corporate Financial Business Partners specialising in most aspects of Financial Management, Incomplete Records and Tax Planning.... We are Design Accountants, focussing on designing tax efficient corporate structures and corporate vehicles to ensure you can run your business effectively, whilst minimising your overall tax burden. We bring Ideas and Innovation to the strict discipline of Financial Business Partnering. We offer innovative financial (revenue growth), cost reduction and taxation planning services to Small & Medium Sized Enterprises (SMEs). We have over 20 years of international experience as business strategists and trouble shooters and we tailor our services specifically to SMEs and family owned private businesses. We deliver value focused solutions to organisations seeking growth and sustainable business practices. Further services include Portfolio, Programme & Project management solutions, specialising in offering sound financial discipline and controls. We prospect in the pits of Innovation and thereby manage to extract and bring to market Ideas and Creative solutions to SME and family owned business partners.
Skills: Accounting | Bookkeeping (double-entry) | Financial Modelling | Quickbooks | ... Statutory Annual Accounts (Limited Companies & LLPs) | Tax structuring and planning | Trial Balance | VAT returns

Bookkeeper / Accountant

I am Bookkeeper /Accountant with extensive knowledge of accounting procedures and wide experience in start-ups, solo-traders small and medium size enterprises. I am home based contractor who can provide complete office support for your business saving you the overheads, costs of equipment, office space and PAYE liabilities. Variety of my skills and over 20 years of accounting experience enable me to make a positive contribution to the day-to-day running of your business. I ...deal with all aspects of bookkeeping, accounts administration and office management. General Bookkeeping Functions: Set-up, manage and maintain all financial... records and accounting functions in QuickBooks accounting software, for portfolio of clients with turnover between £100, 000 and £500, 000. Responsibilities include: Accounts Receivable and Invoicing, Accounts Payable, Collections, Bank Reconciliation and Cash Management, Multi-Currency Transactions, Fixed Asset Register, Journal Entries for Prepayments & Accruals, Monthly Management Accounts and Analyses, Factoring, Leasing & Financing, Completion & Submission of VAT Returns, Contract Administration, Monthly/Year End Closing & Financial Preparation, Weekly/Monthly Payroll Run, Tax preparation and on line filing. Credit Control Functions: Statement production to customers and chasing debtors via letter and telephone in a professional manner on regular basis to recover overdue payments and dealing with complex queries. ï‚· Additional service: • If required, I can provide service for running cheque payments to suppliers, banking received cheques, attending management meetings and contribution to overall strategy and plans for running business smoothly. • Liasing with auditors, handling VAT, Benefits & Tax inspections, IR Compliance. • The clients also my approach me for helping with all projection in a business plan proposals and adjustments of figures in an existing business plan proposal, training staff and setting up accounting systems. Providing business and management advice for start up small businesses on site for UK and international customer, helping for setting up companies, registration for VAT, registrations for PAYE, on line Company House returns, Corporation Tax and filing accounts on line. Industry Experience: Property Management/Lettings, property developer, Charities, Academic Institution, Wholesalers, Import & Export business consultants, Food supply & distribution chains, IT solutions software providers and IT support consultants, NHS service GPs and Midwifes service, Sport Cubs, Hairdressers, Fashion designer studio, Web designer studios, Print finisher, Recruitment agencies and IT support company, web designer studio, property developer and charities. My clients are mostly self-employed small businesses. I work with them on regular weekly basis, for the fixed payment of £120 per week, for the volume of work up to 100 transaction per week. However, I can work on monthly, quarterly or yearly basis if client requires. The arrangement for picking up the documents is flexible and can be by my self from your office on weekly basis or we can arrange for delivery by post to my address, whatever suits the clients. I do bookkeeping off site but when is necessary I can work from the clients place.
Skills: Accounts filing on line | Blackberry/RIM | Bookkeeping... (double-entry) | Company House returns on line | MS Excel | Quickbooks | Sage Line 50 | Self-assesment Tax returns on line | Trial Balance | VAT returns

Accountant and Business Consultant

An experienced & dynamic qualified financial accountant & business consultant. My services include: Final Accounts Preparation (incl. Incomplete Records)* Bookkeeping*... Tax Returns* VAT* Business Start-up Advice & Support* Business Plans* Cash Flow Forecasts and other Related Services. A practicing member of the Institute of Financial Accountants (IFA).
Skills: Bookkeeping doubleentry | Data Modelling | MS Excel | ... Quickbooks | Sage Line 50 | Trial Balance | VAT returns

Accountant / Business Planning

I am an ACCA qualified accountant with ...10 years of experience working in Financial services. My primary role was to provide decision support and commercial / financial... analysis to the senior management team. I have excellent writing and communication skills and have created numerous business proposals, business plans and tender requests.
Skills: Editing Skills | Financial Modelling | MS Excel | ... Technical Writing Skills | VAT returns

Event Services Professional

An experienced international Events Organiser with an 9 year progressive ...career development in the industry. Fully skilled in the strategic and tactical management of all business development, sales, marketing, financial... and operational/logisitcal stages of an event. All aspects of event management and project work undertaken, from specific smaller projects to overseeing and managing the full event. Key Skills - Organising & Planning, Operational, Sales, Marketing, PR, Sales & Sponsorship, Market Reseach, Budget Control, Venue Finding, Contract Negotiation
Skills: Project Management

Chartered Accountant and Tax Adviser

Bambridge Accountants are Chartered Accountants and Chartered Tax Advisers. We specialise in tax planning and financial reporting. We operate from... a single office in Piccadilly, central London. We also provide international tax and accountancy advice.
Skills: Financial statements | International tax | Payroll | Sage... Line 50 | Tax returns | VAT returns

Legal, HR and Operations

With a proven track record of re-engineering processes to streamlining cost bases and improve quality and developing products and service offerings to enhance competitiveness and increase profitability, I am able to think laterally and innovate across all business functions. I am a strong negotiator with experience of drafting contracts terms as well as assessing the commercial viability of a bid. A results orientated, motivated and energetic individual with strong leadership and management skills. I am able to develop business strategy and operationalise it; translating concepts and vision into practice and revenue. I have recently resigned my position as Legal and Operations Director for a procurement business specialising in outsourced public sector services procurement. Here I was a strong member of the mangement team and Board driving strategy and result driven practices. I have ...worked with a number of small businesses to develop strategy, produced business plans to secure funding and built user-friendly financial... management tools. I am an excellent contracts lawyer with 10 years experience of drafting bids and proposals for public sector tenders, attending sales presentations and negotiating contract terms. I also enjoy produce editorials on a range of fact and fictional subjects and recently wrote a 2000 word food and drink article for Life and Style Magazine in the East Midlands. I am committed to meeting all agreed deadlines and producing work of an excellent standard.
Skills: Editing Skills | Journalistic writing | Management Skills | ... Managing People | MS Power Point presentations | Organizational Behavior | Project Management | Sales/ Marketing letters | Training

Architect + 3D Visualizer

Planning Drawings Feasibility Studies Concept Design 3D images Animations Website Design. Your Vision - Our Reality. Developers, architects, property consultants... and marketing agents have an increasing need to be able to provide visualizations of proposed developments. A need that will be satisfied in more sophisticated ways as technology continues to progress. I try to keep at the forefront of that technology. Time, as they say, is money and in the frenetic world of property every day can have a major financial implication. Nowadays it's not unusual to have a variety of visual modeling and presentation tools for property marketing and approvals like Artists' impressions, physical models, plan colour-ups and animation fly-throughs are fundamentals in the presentation of these projects. I can offer all these services directly Ã�’½Ãƒ’¯Â’¿Â’½Ãƒï¿½Â’¯Ãƒï¿½Â’¿Ãƒï¿½Â’½Ãƒï¿½ï’¿’½Ãƒ’¯Â’¿Â’½Ãƒï¿½ï’¿’½Ãƒï¿½Â’¢Ãƒï¿½ï’¿’½Ãƒ’¯Â’¿Â’½Ãƒï¿½ï’¿’½Ãƒï¿½Â’¯Ãƒï¿½ï’¿’½Ãƒ’¯Â’¿Â’½Ãƒï¿½ï’¿’½Ãƒï¿½Â’¿Ãƒï¿½ï’¿’½Ãƒ’¯Â’¿Â’½Ãƒï¿½ï’¿’½Ãƒï¿½Â’½Ãƒï¿½ï’¿’½Ãƒ’¯Â’¿Â’½Ãƒï¿½ï’¿’½Ãƒï¿½Â’¯Ãƒï¿½ï’¿’½Ãƒ’¯Â’¿Â’½Ãƒï¿½ï’¿’½Ãƒï¿½Â’¿Ãƒï¿½ï’¿’½Ãƒ’¯Â’¿Â’½Ãƒï¿½ï’¿’½Ãƒï¿½Â’½ saving their clients enormous time, management overheads and cost. Whether your aim is to showcase your masterplan quickly and decisively, or to produce an engaging presentation for your display suite or mailout, I can really do capture the spirit and intent of each project. Animations can incorporate both external and internal scenes with music, voice-overs and interesting scene transitions. Whether you're an architect, designer, developer or builder, I promise to deliver a finished product that is quite simply amazing!
Skills: 3ds Max 8.0 | CAD / 3D... Modelling | Hindi | Photoshop

Plans and Strategies

David Berry - Business Planning and Management consultant. Demonstrating over 15 years of corporate finance and management experience, I specialise... in strategic and business planning for small businesses. Offering small and medium size companies entrepreneurial talent in business formation, development and growth specialising in conceptual design and implementation. Founded a number of successful on-line training and consultancy businesses. Professional psychometric profile analysis and advise companies on recruitment and development of staff. Created and managed a number of leading websites and e-commerce sites generating six-figure incomes. Understand the "do's and don'ts" of search engine optimisation and marketing on a shoestring. Expert at creating company brands and unique selling points and selling the strengths of the company to potential investors and clients. Also a specialist with over twenty year's experience in personal brand marketing. Marketing director of Career Consultants on-line Limited, the UK's leading career advice site.
Skills: Bookkeeping (double-entry) | Financial Modelling | Forecasting | Human... Resource | Management Skills | Managing People | MS Excel | Organizational Behavior | Project Management | Sales/ Marketing letters | SAP | Search Engine Optimization | Training | Trial Balance | Financial Analysis Test
Certified Skills: Financial Analysis Test

Excel VBA Developer specialising in Management Informat...

I am an experienced and skilled excel/VBA developer and have designed and developed most of the management information tools and... reports for a large FTSE 250 Company. One of my strengths is that as well as my IT skills I'm an experienced Operations Director and so I have a deep and wide understanding of the business disciplines and dynamics across all functions. This enables me to develop systems that are not only effective and efficient but are quickly adopted and easily used by the business.
Skills: C/C++/Unix | Capacity Planning | Financial Modelling | Flash/ActionScript... | Forecasting | HTML/DHTML | Linux | Management Skills | MS Access | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Organizational Behavior | Project Management | Siebel CRM | Technical Writing Skills | VBA | Visual Basic