Freelance Financial Planners : Washington

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Lisa Marx - Freelance Writing & Financial Planning
0
Kudos
4.0
2 Skills
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Rate/Hr
I am a very motivated abd driven individual. I have had many years in management and office skills.
Kent, Washington, United States
Layla - Freelance Chinese Translation & Financial Planning
0
Kudos
3.5
2 Skills
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Rate/Hr
Description not provided
Seattle, Washington, United States

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Ivan Medina - Freelance Video Editing & Commercial Videography
0
Kudos
4.5
2 Skills
$25
Rate/Hr
I have been editing video using Final Cut Pro for the past 10 years. I usually edit videos for non-profit organization and for educational purposes. My skills are to edit quick and and I am a little bit of a perfectionist. Making sure my clients get exactly what they need.
Somerville, Massachusetts, United States
Nancie Stapf - Freelance Business Consulting & Operations Management
0
Kudos
4.5
2 Skills
$45
Rate/Hr
20 years experience in customer service, accounting and operations management, responsible for the strategic direction and day-to-day functions of a large service and operations organizations. Ability to contribute as a team leader /member with professionals on all levels. Results and goal oriented visionary with a solid track record in operations, management, customer service excellence and staff support. Demonstrated leadership ability and comprehensive understanding of implementing new services, operational standards, best practices, client conflict resolution, and corporate and department operations. Proven performance in implementing process improvements in all areas including but not limited to service departments, accounting functions, parts and supply inventory, vehicle & asset fleets. Intrinsically motivated, self-starter, detail orientated, resilient manager with strong written and verbal communication skills. Computer expertise in PC software: MS Office (Word, Excel, PowerPoint, Visio) Accounting software (QuickBooks, Peachtree, MAS90) time tracking and management software and industry specific software. Ricoh USA, Greater Los Angeles Area, CA 2010 - Present Integrated Account Manager/Customer Relationship Manager • Responsible for managing all operations for contracted client locations throughout the Greater Los Angeles Area, focusing on employee, customer and revenue objectives for each location • Directly/indirectly responsible for 43+ employees, managing development plans and goals for each in keeping with both customer and company objectives. • Management of financial goals and objectives through monthly and quarterly reporting strategies that include Profit & Loss Statements for each location, quantitative data and metrics at the site level. Coordinate month end close and billing accounting functions. • Develop and manage effective implementations, additional services and products throughout territory. Develop and implement new processes both internally and externally and maintain high level of service excellence and communication with employees and customers. • Supports Annual Customer Strategies and Renewals, including project management of installations, implementations of managed services functions, equipment, labor solutions and strategic planning for proven results. Corcoran Consulting Group, San Bernardino, CA 2009 – 2010 Customer Service Manager • Responsible for daily customer service management and performance ensuring high levels of customer and client satisfaction, collaborating with management partners to proactively develop improvement processes and implementation initiatives. Develop and maintain positive and effective relationships with all cross functional support teams. • Coordination and management of copy room functions to include printing, shipping and distribution of conference/training materials, presentation binders and consultant portfolios. Inbound and outbound mail shipments and processing to/from various locations throughout the United States. • Management of customer and client conflicts, orders and help desk information systems including but not limited web site and e-commerce activity. Supervision of personnel, equipment and client services. • Responsible for annual department budgets for sales revenue, conference revenue and expenses, and department overhead expenses. Business Management, CPAs, Palm Springs, CA 2008 – 2009 Client Relations/Accounting Manager • Coordinate daily operations and workflow systems, oversee employee and client relationships while continually improving service and containing or reducing costs. Management of courier services and inbound/outbound mail of client/customer deliverables and storage of client records on and offsite. • Maintain and present reports to client on a weekly, monthly, quarterly and yearly basis, while developing rapport with client base and monitoring performance of client staff. • Ensure that all deliverables meet client demands, accounting deadlines and performance quality. Financial and accounting responsibilities include monthly and quarterly financial statements in accordance with GAAP, payroll and sales tax returns and audits from various agencies. Manage general accounting functions, review monthly financials, review account reconciliations, and explain account variances. • Guide financial decisions by establishing, monitoring and enforcing policies, procedures and enforcing internal controls. Provide status of financial conditions by collecting, interpreting and reporting financial data. Instrumental in streamlining the accounting process, accounting process flow, cash receipts and accounting reports. Rotoco, Inc, Hemet, CA 1997 - 2008 Regional Operations Manager • Oversee multiple franchise and divisional locations throughout region with responsibility for all functions in the customer service department with over 20 direct reports, ensuring high levels of customer service, collaborating with management partners to proactively develop improvement initiatives. Develop and maintain positive and effective relationships with all cross functional support teams. • Manage the day-to-day operations of corporate location providing Office Document and Distribution Services by establishing and implementing standard procedures for team operations, with responsibility for the full spectrum of employee management, development and training. • Set developmental goals and conduct periodic performance reviews with direct reports; monitor performance reviews of indirect reports. • Manage job scheduling to ensure on- time completion of jobs and other critical production and fulfillment deadlines. • Proactively pursue the development of standard practices and update office procedures accordingly. • Ensure accurate and timely completion of administrative duties such as payroll, using proper procedures, billing and accounting using PeopleSoft procedures, employee related paperwork and all monthly management reports • Maintained departmental excellence in the supervision of the accounting staff and processes including accounts receivable, accounts payable, payroll and reporting functions, journal entry, divisional allocations and budgets. General ledger and month end closing procedures for multiple regional locations to generate financial statements in accordance with GAAP. Create and streamline department documentation with regular review of best practices and redirection when necessary. • Recruit, hire, counsel, train, develop, motivate, promote, and terminate all operations personnel. Review and evaluate staff performance regularly; conduct and document new hire orientation and annual reviews with timeliness. Developed, implemented and utilized key performance indicators (KPI) for reporting and measuring performance goals and objectives. • Schedule and conduct regular staff meetings, provide reports and data, and address company concerns with timeliness. Oversee the handling of general personnel functions and employee issues. Prepared budgets by establishing schedules; collecting, analyzing, and consolidating financial data; recommended appropriate improvement processes and implementation structures. • Produce monthly operating reports detailing customer service and facilities activity, trend analysis, goals/objective status and special projects, while continuing to monitor individual employee productivity and generate daily, weekly and monthly reports for review and improvement processes. 5S methodology structure for improvement processes and quality control goals for a productive and safe work environment. Cicchillo & Sherlock, Hemet, CA 1989 – 1997 Client Account Manager • Provide timely and high-quality services and work products that exceed client expectations, while building client relationships and demonstrating knowledge of client financial statements and businesses. Build on competencies by keeping up to date on trends, developments and authorities and apply to complex situations within client goals and business structures. • Full cycle accounts receivable, accounts payable, payroll, bank and account reconciliation, including month end close process, financial statement preparation and special client-specific projects. Challenged traditional procedures used in the past to find new approaches to accounting and client relation procedures. • Maintained compliance with regulatory agencies, collected audit information, review of business plans as needed, reporting information to clients.
Irvine, California, United States
Riyoko Iwamoto - Freelance Illustration & Digital Art
194
Kudos
4.5
2 Skills
Ask
Rate/Hr
ArtisticExperience : (2010) Director for a Ist Place film in a PSAID Commercial Contest (2010-2012) Calarts Open Show (2010-2012) Calarts Character Animation Gallery Showing (2012) Production intern at Bluprint Films for documentary "Skilled Veterans Corp" (2012) Illustrator for Independent Japanese children's book Education : Carlmont highschool-HighschoolDegree(2007) College of SanMateo-2years(2007-2008) California Institute of the Arts-Bachelors Degree in CharacterAnimation(2013)
Valencia, California, United States
Brian Walzel - Freelance Brochure Design & CD Design
1
Kudos
2.5
2 Skills
Ask
Rate/Hr
Brian D. Walzel 10851 Montfair Boulevard No. 2216, The Woodlands, TX 77382 • 832-221-9583 • brian_d2501@yahoo.com PERSONAL BACKGROUND EDUCATION Detail-oriented communications leader with a strong work ethic and a wide variety of computer skills. A team player and leader who excels in a deadline-driven environment. A quick learner who is easily adaptable to challenges in a fast-paced work place. Texas Tech University, Lubbock, TX Bachelor of Arts in Journalism with a minor in Sociology Graduated Aug. 2003; 3.0 GPA in major EXPERIENCE Editor, Tomball Magnolia Tribune, Tomball, TX (June 2006 to Present) • Oversee newspaper and Web site content, layout and design • Write and edit articles for weekly community newspaper and Web site with more than 54,000 circulation • Utilize programs such as Quark, PhotoShop and Web design software • Photograph individuals and events for publication Staff Writer, The Potpourri, Tomball, TX (Dec. 2003 to June 2006) • Wrote articles for weekly community newspaper with circulation of 43,000 • Primary sports reporter, photographer and feature writer • Designed newspaper layout Staff Writer, Texans Blitz, Scout.com, Houston, TX (Aug. 2005 to April 2006) • Wrote weekly game reports for Houston Texans fan magazine and Web site • Wrote weekly previews for upcoming games • Interviewed players and coaches for stories Staff Writer, Shane Media, Houston, TX (Internship) (May 2003 to July 2003) • Wrote articles featuring new artists for “Best In Texas” music magazine • Interviewed musical artists for articles • Assembled weekly Texas Music Chart • Updated Web site with information pertaining to the radio industry • Wrote “Key Notes” and “Dateline Texas” sections for Web page Music Manager, Hastings, Lubbock, Galveston, TX (May 2000 to April 2005) • Supervised daily tasks of music department • Direct supervision of 20-25 associates • In a declining in-store music sales industry, met or exceeded previous year’s sales goals approximately one-third of fiscal year Public Record and Staff Writer, Lubbock Avalanche-Journal, Lubbock, TX (Aug. 1999 to Jan. 2000) • Published six days a week • Wrote daily records such as marriages and bankruptcies • Compiled statistics and scores for sports section • Wrote daily obituaries for primary Lubbock newspaper
Houston, Texas, United States
Olivia Moreno-Carlson - Freelance Admin Support & Manual Writing
0
Kudos
3.5
2 Skills
$11
Rate/Hr
Olivia Moreno-Carlson 7438 Riverside Loop, Santa Fe, NM 87507 (505) 469-3727 (505) 920-4179Cell omorenocarlson@yahoo.com To work in a secure and nurturing environment focusing on counseling field. I would like to help and protect my community. From 5/2012 to 5/2017 achieved my MA in counseling from New Mexico Highlands University. FROM 5/2012 to 5/2014, I earned a BSW from New Mexico Highlands University in the Social Work Program FROM 6/2012 to 8/2016 worked as Security Guard with ASI. FROM 1/2008 to 5/2011 graduated from Santa Fe Community College with AA in Human Services. FROM 3/2008 to 2/2009 worked for Home Instead as a Caregiver. FROM 8/2007 to 3/2008, I have been unemployed and looking for work. I, also, took training classes and fulfilled my duty as a juror. ADMINISTRATIVE ASSISTANT-Cedar Mountain Solar, Santa Fe, NM 1825 Clark Road, Santa Fe, NM 87507 (505) 474-5445 Pattie Ravenheart, Operations Manager (8/2006 – 8/2007) QUALIFICATIONS: Answered phones, entered accounts payable data, received cash, check & credit card payments, AREAS OF EXPERTISE: Customer Service, Office Administration, Problem Solving, Assigning Service Call Tracker Problems, Compiled Operations and Maintenance Manuals, Purchasing Office Supplies and Coffee Supplies. COMPUTER SKILLS: QuickBooks, Windows 98, Microsoft Office (Word and Excel), Faxing and Xeroxing, and 4-Line Phone System with 10 Extensions. FROM 10/2005 to 8/2006, I was unemployed and looking for work. I, also, worked on a temporary job. ASSISTANT MANAGER-Los Campos RV Resort, Santa Fe, NM 3475 Cerrillos Rd., Santa Fe, NM 87507 (505) 473-1949 Ray Voigt, Supervisor (5/2004 – 10/2005) Operated independently the entire customer service desk area. QUALIFICATIONS: Coordinating and guiding RV customers through their registration process. Promoting sight seeing, special events and entertainment. Servicing RV customers through their needs and requests. AREAS OF EXPERTISE: Customer Service, Office Administration, Problem Solving, Scheduling Reservations, Billing Collection, and Document Preparation. Compiling Caravan Registrations with paperwork and designated sites. Compiled and designed the Training Manual for Summer Employees. COMPUTER SKILLS: Campground Manager, Cash Register, Windows 98, Microsoft Office (Word and Excel), Faxing and Xeroxing, and 2-line phone system. FROM 7/2003 to 5/2004, I worked on home repairs to prepare my home to sell. I moved from Lafayette, Colorado to Santa Fe, New Mexico. I was unemployed and looking for work in Santa Fe, New Mexico. PROFESSIONAL EXPERIENCE University of Colo-Boulder, Philosophy Dept. UCB 232, Hellems 169, Boulder, CO 80309-0232 Administrative Assistant III (8/2001 – 7/2003) Maureen Detmer, Supervisor (303) 492-6132 Coordinated MA/PhD students through their degree program. Prepared administrative reports; worked with Graduate School and Philosophy Department on rules and policies. Maintained current graduate students for the Philosophy Department. A liaison between Graduate School and the Philosophy Department. University of Colo-Boulder, Indep. Learning Dept. UCB 178, 1505 University Ave., Boulder, CO 80309-0178 Administrative Assistant II (5/1993 – 8/2001) Barbara Lord, Supervisor (303) 492-5148 In charge of the High School Independent Learning Program and assisted with the College Independent Learning Program. Helped maintained the College Independent Learning Program. Recruited students to participate in the College Independent Learning Programs. Responsibilities included explaining and preparation of the College Independent Learning Programs. Solved an assortment of problems. EDUCATION: Attending New Mexico Highlands University in the BSW Social Work Program. Recently graduated from Santa Fe Community College with 2 AA degrees in General Studies, and Human Services. Received certificates in Phlebotomy, Medical Assistant, and Trauma Stress Aide. Combined college credits and completed 3 A.A. Degrees at Front Range Community College in General Education, Word Processing, and Legal Secretary. REFERENCES: Ernest Kavanaugh Cohort Specialist 505-428-1681 ernest.kavanaugh1@sfcc.edu Office of Student Development Dr. Maria L. Santa-Maria Professor of Behavioral & Social Services 505-428-1753 Maria.santamaria@sfcc.edu School of Liberal Arts & Dr. Maria Santa-Maria (505) 428-1753 Doug Main Professor of Disability Counseling & Advisor (505) 454-3519 dmmain@nmhu.edu New Mexico Highlands University, P O Box 9000, Las Vegas, NM 87701
Albuquerque, New Mexico, United States
Scott Favreau - Freelance Portrait Art & Animal Illustration
37
Kudos
4.5
2 Skills
$25
Rate/Hr
I'm new to the field and looking for an opportunity to get my feet wet. I'm a well organized, hard working portrait and animal portrait artist but, can create anything. I'm good at taking what the customer wants and bringing it to life. I meet or exceed deadlines and am professional not only with my work but with customers as well.
Brattleboro, Vermont, United States
Lorra Tipton - Freelance Resume Writing & Recruiting
0
Kudos
5.0
2 Skills
$20
Rate/Hr
SUMMARY OF QUALIFICATIONS • Over 10 years’ experience • Strong verbal and written communication skills • Proven ability to deal promptly with escalated caller situations • Able to multi-task, prioritize and flexible with changing business requirements • Precise attention to detail TECHNICAL SKILLS • MS Office: Word, PowerPoint, Excel and Outlook • Various specialized systems • Typing Speed: 60+ WPM • Fax and copier machines
Wisconsin, United States
Leo Rossi - Freelance Comic Art & Illustration
0
Kudos
5.0
2 Skills
Ask
Rate/Hr
Leo Rossi 1470 NE 141 St. Miami, Florida 33162 (786)-234-4346 Leorossi027@yahoo.com www.mazingcomics.com PROFILE §1 Competent decision maker with the ability to prioritize assignments, communicate effectively and foster a safe, healthy, and supportive learning environment. §2 Excellent written and communication skills, problem resolution ability and able to maintain a high level of confidentiality. §3 Team player with great leadership skills. §4 Eligible by the Florida Department of Education to teach Art K-12. EDUCATION International Fine Arts College Bachelors of Arts in Visual Arts GPA 3.00 Graduated May 2000 EXPERIENCE Miami Dade Public Schools, Miami, Florida Art Teacher – November 2002 to Present §1 Observing and evaluating pupils’ work to determine student progress or making suggestions for improvement. §2 Make purposeful and appropriate lesson plans that provide for effective teaching strategies and maximize time on task. §3 Specialize in teaching one or more areas of art, such as illustration, art history, or commercial art. §4 Instructs pupils in art, such as painting, sketching, designing, and sculpturing. Block Buster Video, Miami, Florida Store Manager – June 2000 to October 2002 · Assists in the creation of a positive customer experience that includes a proactive interaction and immediate resolution for customer issues as needed. · Shares overall responsibility for setting, monitoring, and driving sales goals set by the strategic sales plan. Assist in setting, communicating and executing marketing and merchandising programs to achieve key marketing initiatives. · Responsible for assigning individual shift goals to employees and following up with each of them to ensure delivery of goals. · Ensures that store appearance and merchandising is in compliance with ongoing marketing programs, product is displayed timely and appropriately, and the store is clean and maintained per company standards. · Ensures the proper cash controls and loss prevention procedures are in place and followed. Prepares and supports the inventory process by conducting pre-counts and participating in inventories. United States Army, State of Kuwait Mechanic- September 1996- September 1999. §5 Perform unit maintenance and recovery of all self propelled field artillery cannon weapon systems. §6 Maintain diesel power plants/packs, compression ignition engines and engine fuel systems, air induction, exhaust systems, cooling systems, engine starting and charging systems, and track hull electrical. §7 Diagnose malfunctions, troubleshoot and perform other unit maintenance on carriage-mounted armament, associated fire control and related systems and components on all self-propelled field artillery weapon systems. REFERENCES AVAILABLE UPON REQUEST.
Miami, Florida, United States