Financial Planning Jobs

We are looking for an experienced Corporate Trainer to deliver a customized virtual training program on AI Applications in Financial Planning & Analysis (FP&A) for finance professionals. Training Mode Virtual Instructor-Led Training Corporate Batch Training Objectives The trainer should provide practical, hands-on sessions demonstrating how AI can improve productivity and decision-making within FP&A functions. Topics to be Covered AI use cases in Budgeting and Forecasting AI-driven Variance Analysis AI for Management Reporting Leveraging AI to improve productivity in Excel-based FP&A processes Using AI tools for data analysis and insight generation AI-generated financial commentary and executive summaries AI-assisted presentation preparation Microsoft Copilot and/or Chat...

I’m in the early stages of building a neighbourhood café and I’m ready to bring on a true cofounder. My strength lies in concept development, menu design, and daily operations; what I need is someone who can own the Finance & Investments side of the business. Your focus will be to structure and safeguard the financial health of the venture. Day-to-day that means handling all accounting and bookkeeping tasks, advising on cash-flow strategy, and shaping an investment roadmap we can confidently pitch to lenders or private backers. If you have additional experience in budgeting or securing outside funding, that’s a welcome plus, but the core expectation is that the café’s books are accurate, transparent, and investor-ready at all times. Deliverables ...

I’m building a company that is still in its early stage and I’m looking for a cofounder whose core strength is Finance. Your role would centre on shaping the financial backbone of the business—creating sound models, structuring budgets, guiding investment decisions, and helping prepare the company for fundraising conversations. I’ll concentrate on product development and operations; you will drive the numbers, ensure compliance, and translate our vision into clear monetary milestones so we can scale sustainably. Equity is on the table and I’m open to structuring it in a way that fairly reflects the value you bring. If you love turning ideas into investor-ready realities and want to build something meaningful from the ground up, let’s talk.

My Financio Accounting software is live, the new financial year only started on 1 Jan 2026. The existing chart of accounts needs modifications, not a full rebuild, followed by back-filling fewer than ten transactions per month, and a full reconciliation to be sure the numbers tie to bank, payroll and GST reports. What I need from you • Refine the current chart of accounts so it fits Financio’s structure and our reporting needs ** Must be familiar with Financio software and Singapore accounting standards • Enter the outstanding transactions (average <5 per month) • Reconcile bank, payroll and any control accounts until the books are fully balanced and ready for year-end carry-forward The work has to start right away and I’m aiming to sign off as soon as ...

I want a qualified accounting professional to dive deep into my company’s historical cash movements and translate them into insights that support a reliable valuation. The core of the assignment is financial analysis, with a clear emphasis on cash flow analysis rather than tax work or routine bookkeeping. Here is what I need from you: • Reconstruct and verify my past 3-5 years of operating, investing, and financing cash flows, tying them back to the income statement and balance sheet. • Identify trends, seasonality, and any irregularities that could affect enterprise value. • Produce forward-looking cash flow projections that can feed directly into a discounted cash-flow (DCF) or similar valuation model. • Summarise findings in a concise report, highlightin...

My small business runs entirely on Xero or QB , and I’d like to hand the day-to-day bookkeeping over to someone who lives and breathes the platform. Each month I need the general ledger kept spotless and every accounts-payable and accounts-receivable item posted, matched, and reconciled. Bank feeds are already connected, so your job is to stay on top of coding, follow up on any unmatched transactions, and close the month on a consistent timetable. While the core work is routine bookkeeping, I occasionally ask for a set of management reports or a quick variance explanation. Clear commentary and well-formatted Xero reports are all that’s required—nothing too deep or time-consuming. When we reach year-end, I’ll rely on you to prepare the full documentation pack for m...

I want to build a solid second-income stream by offering TATA AIA financial products directly to individual customers. Your role is to design a practical, step-by-step plan that shows me exactly how to position, market, and sell these products so the venture turns profitable quickly and stays fully compliant with Indian insurance regulations. Start by analysing the current TATA AIA portfolio, then map each product to the needs and pain points of salaried professionals, freelancers, and first-time investors. I’m expecting clear guidance on which digital channels to use, how to craft persuasive messaging, and what follow-up cadence converts the highest number of prospects into policyholders. Draw on proven tactics—content funnels, referral programmes, social media outreach, or t...

I manage a small portfolio of 1–5 clients on Tally, Zoho Books or other similar software. What I need each month • Accurate bookkeeping : import or match bank feeds, code transactions, reconcile statements and close the period without lingering suspense entries. • Timely GST filing: prepare the returns, review with me for sign-off, then file before the deadline and archive the workings for reference. Gst reconciliation with books on a quarterly basis. • Clear financial reporting: after month-end, generate and share P&L, balance sheet and cash-flow snapshots, highlighting anything that looks off or needs my attention. About you You’ve spent at least two to three years working hands-on with Tally, Zoho Books, similar software and GST compliance, so task...

We are seeking a detail-oriented and experienced Accountant/Bookkeeper to join our team. The ideal candidate will be an expert in QuickBooks and possess a strong background in accounting and bookkeeping. This is a part-time position requiring 3 hours per day, 15 hours per week. Key Responsibilities: • Maintain and manage financial records, including ledgers, accounts payable/receivable, and payroll. • Reconcile bank statements and ensure accuracy in financial reporting. • Prepare and file tax returns, ensuring compliance with federal, state, and local regulations. • Process invoices, payments, and expenses in a timely manner. • Generate financial reports and summaries for management review. • Assist in budgeting and forecasting activities. • Conduct regu...

Saya mewakili sebuah perusahaan keuangan yang ingin meningkatkan kompetensi eksekutif tingkat atas kami dalam bidang keuangan perusahaan. Saya membutuhkan rancangan program pembelajaran yang ringkas namun menyeluruh, dirancang khusus agar relevan dengan keputusan strategis di level C-suite. Ruang lingkup yang saya harapkan mencakup: • Kurikulum terstruktur mengenai analisis laporan keuangan, perencanaan modal, valuasi, dan optimalisasi struktur pendanaan. • Desain sesi interaktif—workshop, studi kasus industri, dan diskusi kelompok kecil—yang dapat dijalankan secara daring maupun tatap muka. • Materi pendukung berupa slide presentasi, lembar ringkasan eksekutif, serta panduan fasilitator. • Proposal metode evaluasi hasil belajar untuk para peserta (ku...

Saya ingin memastikan proses perolehan gaji saya berjalan lancar—mulai dari menegosiasikan besaran, menyiapkan dokumen pendukung, hingga menghitung komponen potongan dan tunjangan secara tepat. Saat ini saya masih memetakan kebutuhan, jadi saya terbuka pada solusi jangka pendek maupun pendampingan berkelanjutan. Lingkup kerja yang saya butuhkan meliputi: • Penilaian situasi awal dan rekomendasi strategi negosiasi. • Panduan menyusun atau meninjau kontrak, slip gaji, serta dokumen administrasi lain. • Perhitungan gaji bersih dengan mempertimbangkan pajak, BPJS, dan tunjangan agar mudah saya jelaskan ke HR. Saya mencari profesional berpengalaman di area kompensasi & benefit, payroll, atau HR consulting yang mampu menjelaskan konsep dengan bahasa sederhana dan...