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    2,000 i need a financial planner jobs found, pricing in USD

    I require the services of a seasoned Community Manager, principally for my account management needs. The task involves generating regular financial reports to aid my decision-making process. Key Responsibilities: - Management of accounts as the principal task. - Production of specific financial reports, focusing on account management. Ideal Candidate: An experienced and professional Community Manager with a strong background in financial reporting, particularly in the area of account management. Must be familiar with managing and producing specific financial reports and able to deliver results promptly.

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    Lead List Build 6 days left
    VERIFIED

    I am looking for someone to get leads from LinkedIn Sales Navigator. I will provide company names, Websites and LinkedIn I need up to 8 contacts per company. Attached is the sample of what I require. Important: This needs to be done manually no scraping. I need below roles at each company. Owner/President/CEO Human Resources Director Human Resources Manager Chief Financial Officer Partner Vice-President Human Resources Benefits manager/Director/VP Let me know your experience with these types of jobs. Budget:- $30/500 companies. Only bid if you agree to this budget. I will requite you to do a sample of 3-5 companies before hiring. Thanks

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    I'm in search of a skilled software developer who can create a comprehensive school accounting software. This will be primarily used by 10 to 50 users within our school Key Features - Expense Tracking: The software needs to be capable of monitoring and documenting all types of university expenses. - Payroll Management: The software must incorporate efficiently administering staff pay, ensuring all employees' salaries are managed precisely. - Budgeting and Forecasting: Lastly, it should have a function for financial planning, predicting future expenses and revenues. WITH SOURCE CODE AND TECHNOLOGY PHP Server Preference Though a server preference was not indicated, please make a case for your recommended setup – whether it be cloud-...

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    I'm in search of a skilled software developer who can create a comprehensive school accounting software. This will be primarily used by 10 to 50 users within our school Key Features - Expense Tracking: The software needs to be capable of monitoring and documenting all types of university expenses. - Payroll Management: The software must incorporate efficiently administering staff pay, ensuring all employees' salaries are managed precisely. - Budgeting and Forecasting: Lastly, it should have a function for financial planning, predicting future expenses and revenues. Server Preference Though a server preference was not indicated, please make a case for your recommended setup – whether it be cloud-based or installed on a loca...

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    Looking for a skilled designer to create professional and captivating business profiles. The profiles will be in PDF format and should reflect the uniqueness of each business. Your responsibilities involve: - Compiling and designing business profiles which include Contact Information, a Description of the Business, Testimonials, and Details of Business Services. Ideal Skills And Experience: - Financial understanding or background in order to create meaningful Business Descriptions - Proficient in creating dynamic and interactive PDFs - A good sense for aesthetics and attention to detail - Professional and timely communication Result: Engaging and Informative Business Profiles. Only those with relevant portfolio samples and who can meet the deadline n...

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    I'm in need of an adept space planner (MUST BE LONDON BASED OR ABLE TO GET TO CENTRAL LONDON EASILY) to accurately measure and create comprehensive floorplans of my client's offices. Here are the specifics: - Measurement Requirements: - Accurate measurement of offices - Deliverable: - Considerable attention to detail is a prerequisite as we will require detailed layout complete with furniture and fixtures. - Providing CAD and PDF space plans for marketing purposes. Ideal freelancers would possess experience in interior design, architectural design, or a related field, and be proficient in drafting tools. Knowledge of office ergonomics would also be advantageous to fulfill the project objectives.

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    I'm seeking an expert to craft an automated solution for loading values from TradeStation Data Window into an Excel file on an hourly basis. Essential skillset includes: - Proficiency in TradeStation and Excel - Experience with data extraction - Understanding of financial data, specifically stock prices, financial indicators and volume data The successful freelancer will be tasked with ensuring a seamless automatic extraction from all areas of the Data Window. An understanding of financial market data and how it is structured within TradeStation will be crucial to job success. Please, note this work's focus is on the automation process, ensuring hourly updates without manual intervention.

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    "Painting company looking for a talented freelancer to assist with setting up project templates, company documents and estimating works. This includes proposal templates, contract templates and budget expertise in creating company tenders, quotes, invoices, a client database, and health & safety documents would also be crucial to this role. (good to have a construction admin background). **Responsibilities:** I require assistance with establishing cost estimation procedures. If you possess a background in construction administration, it would be a major advantage. The ideal candidate will bring: - Substantial experience in document creation for businesses, preferably construction-related. - Expertise in budgeting and financial man...

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    I'm sourcing for a knowledgeable expert to drive an NFC based project focused on reading, writing and encrypting data. The main facets of this project include: • Data Control: The core of this task involves handling personal information and financial data. As such, the entity must have comprehensive experience working with such data sets. • Encryption: A robust understanding of basic encryption methodologies is essential to ensure the security of information. Ideal freelancers should have a firm background in NFC applications, specifically in sectors involving data control and encryption. A deep understanding of personal and financial data protection is also critical for success in this project.

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    I'm in need of a well-structured, diverse, and engaging holiday plan for a Singaporean family of three to travel to Tokyo for 10 days. Our main interests include experiencing cultural sites and museums, dining and shopping, and partaking in outdoor activities and sports. The perfect match for this assignment will: • Be familiar with Tokyo's tourism landscape. Preferably a Japanese person living in Tokyo. • Have a deep understanding of cultural, shopping, dining, and outdoor attractions. For example, helping us book restaurants that require us to make reservations in Japanese. • Hold experience in planning long vacations with varied daily activities • Be able to optimize activities in consideration of a family with d...

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    More details: What specific tasks do you need help with in Excel and accounting? Financial statement preparation What kind of data do you need analyzed and reported? Financial Data Which specific metrics in operational data do you want analyzed? Preparing trial balance and other calculations in Excel

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    I'm in need of a capable developer skilled in Flutter, Dart, and UI design to work on my cloud-based ERP project. The focus will be on crafting functional and visually appealing widgets. The project should primarily include: 1. Customer Relationship Management (CRM) - Keeping track of contacts and leads for efficient communication and follow-up. - Sales forecasting to make informed future business decisions. 2. Accounting and Finance - Management of revenue and expenses to continually monitor my financial health. - Handling invoices and payments, ensuring all financial transactions are accurately recorded. - Generating important financial reports in a user-friendly fashion. The ideal freelancer for this job should bring exce...

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    More details: What specific tasks do you need help with in Excel and accounting? Financial statement preparation What kind of data do you need analyzed and reported? Financial Data Which specific metrics in operational data do you want analyzed? Preparing trial balance and other calculations in Excel

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    I am seeking a professional to create a unified data entry platform, capable of managing differing report types - from financial to sales to inventory. This project requires expertise in: - Data entry systems - Task management systems - Report generation Daily Task Management integrates: - Assignment and tracking of tasks for individuals and teams - Priority setting capabilities - Deadline reminders Ideal candidate will have previous experience in designing and implementing similar platforms, with a strong understanding of task management principles. Your responsibility is to make the platform user-friendly and efficient in updating task statuses.

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    Irequire a proficient freelancer to translate my client Audited Japanese Financial Statements into English. I need it to be completed in 8 Hours from the awarded time begin. The task would involve: - Translating our Auditor Reports, Balance Sheet, Profit & Loss, and Statement of Changes in Equity. - You'll be provided with a specific format to follow ensuring consistency and clarity in the translated documents. The ideal candidate will have deep knowledge in accounting, familiarity with international standards, and previous experience in translating financial documents. Strong proficiency in both English and Japanese is a must. The freelancer must be detail-oriented and be able to retain the accuracy of the original financia...

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    I need a devoted professional who excels in both English and Spanish languages to translate and localize my company's investment-related website content. This project is more than a straightforward translation, it involves adapting the content to resonate with the Spanish-speaking audience culturally. REQUIREMENTS: - Fluent in English and Spanish - Proven experience in website content translation - Deep-rooted understanding of financial and investment terms - Culturally aware, for effective localization - Must have strong attention to detail DESIRED SKILLS: - Experience in investment and/or finance industry - Past work on culturally adapting content. This is a unique opportunity to lend your language expertise in enhancing the user experi...

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    I am immediately looking out for an individual who's having an excellent proficiency with US Accounting domain. Eligibility: --------------- 1) Must be a either CA or CPA qualified. 2) Hands on experience with US Accounting process. Job Summary: ------------------------ We are looking for someone who will be responsible for managing the end to end US Accounting process in our financial records to prepare tax returns, create budget reports, and conduct audits for their clients. These accountants ensure that financial records comply with federal, state, and local laws and regulations.

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    CA Corporate Tax Preparation 6 days left
    VERIFIED

    I'm seeking a skilled and experienced tax professional to complete one year's tax return (2023) for my California C Corp. The business had no income during this tax year. All necessary financial records for the past year are accurately maintained and readily available. The perfect candidate for this project will: - Have demonstrable experience with corporate tax preparation, ideally within the state of California - Be well-versed in submitting accurate and compliant tax returns, even in cases where the corporation did not generate income - Have a meticulous eye for detail to ensure all items are entered correctly and the tax return is completed without error

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    As an online student, I'm seeking a skilled tutor who can delve into two specific business courses - BUS 3301-01 Financial Accounting and BUS 4404-01 Principles of Finance 2. Key Areas of Focus: BUS 3301-01 Financial Accounting: * Understanding Financial statements * Mastering Accounting cycles * Grasping Inventory and Cost of Goods Sold BUS 4404-01 Principles of Finance 2: * Comprehensive knowledge of Capital budgeting * Insight into Financial markets and institutions * Proficient understanding of Risk management The ideal candidate should have expertise in these study areas and a knack for making complex concepts understandable. An educational background in Finance and Education would be beneficial, as would any prior tutoring experien...

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    I require a financial modeller who is highly experienced in the energy sector, specifically electricity generation and distribution. The main objective will be to develop a financial model for a project feasibility study. Specifically: a) Given a capacity mechanism (payment) of $x/MW, 5 % capacity factor, what is the LCOE to target for a rental power solution (gas fired)... given some assumptions on gas supply b) Outcome includes a NPV of cash flow for floating power by displacing the coal fired power station. c) Review more data which can be useful, some brief background and critical note on the noise around key market players Key tasks include: - Analyzing historical financial data, which I'...

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    I am in search of a virtual assistant who can handle a complex range of data entry tasks. Although no specific kind of data was mentioned, you should be prepared to work with various forms - it might as well involve text, numeric and even image data. While previous experience and past work samples might add to your chances, they are not mandatory. What is more important is your willingness to work for a low payment, ideally suiting a student or someone who is able to dedicate time without financial constraints. For communication purposes, having knowledge of Malayalam is an asset although not obligatory. English must be 5 out of 5. Familiarity with Google Sheets will be needed as this would be the primary tool for data handling. Considering t...

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    I'm on the lookout for an experienced developer to create a novel concept: a fantasy sports website focused around the Stock Markets. Here are some of the things you'll be responsible for: - Designing a user-friendly interface for user registration and profile creation. - Implementing drafting and team management features. - Building in real-time scoring and statistical tracking. - Implementing a secure and reliable payment gateway. - Crafting a system to manage various contests. While this project is in its nascent stages, I expect fewer than 1000 user registrations to start, so scalability will be important moving forward. Prior experience with fantasy sports websites or financial market websites would be a significant...

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    I'm looking for a skilled professional to create a superior stock screening financial model. It revolves around the identification of investment potentials, the evaluation of stock for trading, and to keep track of stock performance. Create a spreadsheet that will allow the user—a savvy investor in the stock market-to screen stocks based on simple financial models. In creating those models you must use earnings per share and sales per share as the key underlying variables. Furthermore, you must build the spreadsheet so that the user can enter information for up to a minimum of 5 stocks. You should populate the input section of the spreadsheet with data from at least five stocks from a sector of your choosing. Ideal Skill...

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    I am in need of a skilled bookkeeper, proficient in using Excel. The main task will be daily upkeep of our financial records. Key Responsibilities: - Maintaining daily bookkeeping and financial transactions Ideal Skills and Experience: - Strong knowledge in Excel - Prior experience in bookkeeping Please note, I require daily updates on progress and status. If you're detail-oriented and are comfortable with Excel, you're the perfect candidate for this task!

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    I am presently in search of a gifted copywriter who's passionate about storytelling and has a deep understanding of finance and investing. If you are skilled in creating captivating copy that easily resonates with my audience, then you may just be the right person for the tasks at hand such as writing for our podcast, blog posts, Instagram captions, and investing newsletter. To be successful at this: • You should be knowledgeable in investment and personal finance concepts. • You should be capable of communicating complex financial concepts in an easy and relatable manner for beginners in investing and experienced investors alike. • Your writing should engage a wide demographic including millennials interested in personal finance. &bu...

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    **Project Description:** We are seeking a highly skilled and certified professional to evaluate and create a comprehensive data pack for the purpose of selling a group operating in the transportation sector. This group consists of a parent company based in Italy and its subsidiary located in Romania. The subsidiary primarily serves as a supplier to the parent company, contributing to 98% of its revenues. **Available Data:** - Financial Statements for the years 2021, 2022, and 2023 in Italian with Euro currency for the parent company. - Financial Statements for the years 2021, 2022, and 2023 in Romanian with local currency (RON) for the subsidiary. - It's important to note that we do not possess a forecast business plan...

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    ...content creator who excels in writing financial articles. The primary goal of this project is to generate engaging and informative content geared towards the legal audience. Key Responsibilities: - Develop written articles on finance-related topics, targeting lawyers and law firms. - Ensure the content is easy to comprehend for legal professionals, despite their potential minimal finance knowledge. Ideal Skills: - Proven experience in financial content writing - Familiarity with law and finance terminology - Exceptional research and fact-checking abilities - Ability to convey complex finance topics in an approachable way. Your knowledge in writing for the legal sector will be a substantial advantage for this role. The outcome should ultimately serve as a...

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    I am on the hunt for a seasoned data analytics expert who is competent in Descriptive, Predictive, and Prescriptive analysis. We are seeking a talented Python Data Scientist with expertise in strategy backtesting for this task. The ideal candidate will be proficient in Python programming and possess strong data science skills to analyze and backtest trading strategies effectively. As a Strategy Backtesting Specialist, you will be responsible for designing, implementing, and evaluating quantitative trading strategies using historical market data. Your role will involve developing robust algorithms, conducting thorough data analysis, and generating actionable insights to optimize trading performance. If you have a passion for financial markets, adv...

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    As an entrepreneur stepping into the grocery business, I am in the process of creating a detailed business plan for my store. It will primarily focus on offering grocery items, with special emphasis on organic and natural foods, international and ethnic foods, as well as local and sustainable products. The key demographics I'm targeting are families with young children, health-conscious individuals, and college students & young professionals. The ideal freelancer for this project would have: - Proven experience in creating business plans for retail stores, preferably grocery stores. - Clear understanding of the Canadian business format. - Ability to deliver a financial plan suitable for a range of 100,000 - 200,000 Canadian dollars. - Comprehe...

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    I'm in need of a finance content creator who can proficiently discuss topics like stock market analysis, investment strategies, and personal finance tips. Here's a rundown on what's required: Content Format: - Concisely written blog articles that are packed with valuable insights. - Eye-catching infographics that visually represent information. - Comprehensive video tutorials that provide step-by-step guidelines. Target Audience: - Beginner investors who require basic knowledge in stocks and investing. - Experienced traders needing advanced strategies to profit in the stock market. - Small business owners seeking personal finance tips to manage business expenditures efficiently. Skills and experience preferred: - Proven experience in financial...

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    I need a skilled developer who can build a sophisticated Telegram bot that incorporates three specific functionalities: - Automated Replies: The bot should be able to generate automatic responses. - User Authentication: It must be capable of authenticating user's credentials efficiently. - Data Storage and Retrieval: The bot should have features for storing and retrieving data whenever required. Not only this, but the bot should also integrate with certain external services and APIs. Primarily, it needs to integrate with a Payment Gateway for any financial transactions. Additionally, it has to interact with OpenAI's API. Ideal Skills: - Profound knowledge of bot development, especially on Telegram platform. - Experience with APIs i...

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    I am looking for an experienced urban planner or civil engineer who is proficient in developing final plats for residential subdivisions. Key tasks include: - Determining the number of 7500 sq ft residential lots that can be accommodated in the subdivision. - Designing an efficient street layout that maximizes use of space and enhances liveability. - Strategizing placement of public utilities for convenient access and minimal interference. The expert should be equipped with relevant experience in residential planning and familiar with local zoning and planning codes. This project will require you to develop a comprehensive plat that allows clear visualization, ensuring optimal utility and functionality for a residential setting. Understanding of mapping, dra...

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    ...Forex and stock brokerage services within the financial sector. Your responsibilities will include: - Researching and identifying potential leads in the financial services industry, specifically those individuals interested in Forex, stock brokerage and high profit on savings. - Verifying the validity of each lead to ensure it aligns with our company's target demographic and needs. - Providing a detailed report of all generated leads, including important information such as their contact info, interests, and how they align with our services. - Target will be achieving a certain number of sign ups to our website. only real sign ups are counted. Ideal skills and experience include: - Proven lead generation experience, preferably within the financia...

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    **Description:** I am seeking an experienced software engineer to join an exciting and innovative financial project. The successful candidate will have a background in mathematics, software programming, and database management. **Key Responsibilities:** - Collaborate to develop a high-performance financial system. - Though a detailed strategy and broad design will be provide, the candidate is expected to contribute to the final details of the system design. - Implement, test, and maintain various components of the system. - Ensure the system operates in line with high standards of security and performance. **Key Skills:** - Strong programming skills, preferably in Python or Java. - Experience with database and spreadsheet management and data a...

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    More details: Is this project for business or personal use? For starting a new enterprise What functionalities should the chatbot have? Product recommendation, Administrative tasks, Problem-solving conversations, KPI, Financial information Which ERP system will the chatbot need to integrate with? Odoo, Openbravo

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    I'm looking for an expert in Excel to design and develop a sophisticated program dedicated to data analysis, financial calculations, and data organization. Key Requirements: - The program needs to be condensed into a single sheet or tab. - It will be standalone with no necessity for integration with external software or apps. - Should be flexible and user-friendly to allow modifications if needed. Ideal Candidate: - Proficiency in the use of Excel is paramount. - Experience in creating similar complex spreadsheets. - A keen eye for detail and a strong understanding of financial calculations and data structuring.

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    I'm seeking a seasoned financial content writer for a series of Australian finance blogs. These articles are intended for millennials and small business owners, therefore the tone should be educational yet accessible. Key Content Areas: - Personal finance tips: This includes but is not limited to budgeting, personal loans, home ownership, superannuation, and preparing for the unexpected. - Investment strategies: Diving into different investment opportunities, comparing risks and returns, and offering how-to guides for beginners. - Taxation advice: Breakdowns of complex Australian tax laws, handy tips for increasing deductions, filing procedure to avoid penalties. Content Schedule: I am looking for well-researched, SEO-friendly blog posts to be published ...

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    I am in search of a seasoned financial modelling expert predominantly experienced with startups. The primary objective here is to generate compelling financial projections as part of a larger business plan intended to woo potential investors. I'll require the following: - A thorough Profit and Loss statement - A detailed Cash flow projection - A comprehensive Balance sheet -WACC - break even calculations -Investor deck presentation Prior experience in creating these documents for startups seeking investor financing is essential, as is a keen understanding of the vital role these projections play in attracting funding. You need to portray a clear and compelling financial trajectory for my business. Y...

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    I'm looking for a skilled web developer to create an interactive and modern dirt bike rental website, inspired by "". The features of the website should include: ● Online booking system. ● QuickBooks integration for smooth scheduling and payments. The booking process should collect the following details from customers: ● Name. ● Email Address. ● Phone Number. ● Age. ● Driver's License. The website design needs to incorporate my company's logo and preferred color scheme to ensure a professional and cohesive branding. Ideal Skills and Experience: ● Proven experience in web development, particularly with booking systems and financial software integration. ● Familiarity with QuickBooks Online API. ● A keen eye for modern

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    We are seeking a dedicated professional to fill our Accountant/CFO role. This position is perfect for candidates with a background as Auditors or Senior Accountants with CPA certification or equivalent. Join our team and contribute to our financial expertise and strategic growth. Ideal Skills: • Accounting and financial expertise, specifically a certified public accountant. • Auditing and bookkeeping proficiency. • Strength in budgeting, forecasting, and financial reporting. • Excellent email management skills. • Organizational talents for scheduling. • Accurate and efficient data entry capabilities. Your responsibility will include the smooth running of bookkeeping and ensuring financial reporting is up to da...

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    I'm seeking a developer capable of creating a new cryptocurrency. It should meet the following objectives: - Facilitate secure and transparent transactions - Enable fast and low-cost transactions - Promote decentralization and financial freedom Ideally, the cryptocurrency will function via: - Peer-to-peer transactions - Smart contracts - Privacy and anonymity features Finally, it must include the following features: - Scalability, to handle a growing number of transactions - Interoperability, for compatibility with various systems - Staking and rewards system to incentivize community participation Understanding blockchain. Whatever your role, you’ll need at least some grasp of blockchain technology – though depending on the job, it ...

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    I would like to create and develop a computer game, and I welcome some suggestions from you. Here is the full description of the required game: Game Objectives: - To assess the abilities of children with autism in their response to information. - Point of view: Top-down. Scenario: 1- The child enters a market or supermarket. 2- The child has a specific amount of money. 3- The child has a pre-determined shopping list. 4- The child shops, and when the allotted amount of money runs out, they can return some items. Gameplay: - The child selects items from the shelves and heads to the cashier. - If the cost of the items exceeds the available amount of money, the cashier asks them to return some items to match the financial amount. - Additio...

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    I need a skilled freelancer to convert data from PDFs to Google Sheets. The purpose of this conversion is to analyze financial data. The current conversion has proven to be difficult to format for readability. I would need Date/Vendor/credit amount or debit amount/location. This consist of 12 different PDFs. - Proven experience in data conversion, specifically PDF to Google Sheets - High attention to detail for accurate data entry - Ability to effectively analyze data Data must be clean and simple to read!

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    As a react developer looking to bid on this project, you should be capable of delivering an integrated trading chart system within a strict time frame. Key Responsibilities: - Deliver a real-time data visualization trading system similar to reference chart page () within the given deadline. - Incorporate a variety of indicators and drawing tools for technical analysis. - Embed the referenced chart page within the created trading charts. Ideal Skills and Experience: - Proficient in React.js and charting libraries - Experience in creating interactive financial charts - Understanding of trading indicators and technical analysis. 50 indicators need to provide in chart analysis. Multiple indicators cam be implemented on single chart. Create tradin...

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    Need a Senior React.js developer with solid expertise on complex Charts. *** strictly NO Agencies *** Requirements: 5+ years solid experience building charts using React JS and open source libraries. Experience with complex Stock or Financial charts is MUST. Share URLs of good apps (LIVE only) you built. Responsibilities: - Design and Develop React JS Web application consisting of Charts & graphs. - Develop Histograms, Mountain charts, autoresize Candlestick chart size - optimize chart load to reduce refresh time; handle exceptions - quick response time, easy to use application is required Applicants should provide: - Evidence of past work, samples MUST

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    I'm seeking a proficient software developer to build a comprehensive financing and management software for me. This all-in-one program will have three core features: • Budget Tracking: This function should be designed to classify expenditures and generate financial reports, helping me stay organized and informed about my financial status. • Invoice Management: This needs to be able to create and distribute invoices, as well as to monitor payment statuses. This will assist me in ensuring timely payments and maintaining close tabs on my cash flow. • Inventory Management: Lastly, I require an efficient system for tracking and managing my inventory. Ideal candidates would be those with previous experience in software development specif...

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    I'm looking for a meticulous MS Dynamics BC Accountant who can configure MS dynamic BC for startup logistics company and manage key accounting tasks. You need to be familiar with Canadian Tax and regulations. Key responsibilities will include: -Configure MS dynamic BC GL accounts / dimensions / AR / AP / Sales / CRM / multi currency / forms - Create financial reports - Configure service items and assign dimensions and proper GL. - Assisting with budgeting and forecasting - Connect MS dynamic BC to Microsoft 365 users. The ideal freelancer will have: - In-depth knowledge of MS Dynamics Business Central (BC) - Familiarity with Generally Accepted Accounting Principles (GAAP) - Excellent skills in financial analysis, budgeting, and forecasting - Proven exper...

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    Trophy icon Innovative Insurance Logo Design 6 days left

    I am in need of an experienced graphic designer to create a logo for my business, The Insurance Parlor. The desired aesthetic characteristics for the project are: • Simplistic and modern • Bold and impactful • Clean and professional The logo must exude trustworthiness to resonate with our clients' search for financial security and peace of mind. While I have no specific color preference, the chosen palette should support the overall design aesthetic and message. The successful freelancer would be someone with a deep understanding of brand identity and experience in creating corporate logos. Showcasing previous work samples that mirror these requirements will be a major plus.

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