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Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: 29 minutes ago  |  Ends: 14d, 22h  |   0 Proposals
Change logos and update formatting of sheets to pull a project total to the bottom of the specification report. Also, the options need to pull to the specification report along with individual totals for the options (these should show below the project total).
Category: Financial Reporting       

S****one
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| S****one
|    United States
Hourly Rate: $20 - $30 / hr   |  Duration: 4-6 months  |  Posted: 35 minutes ago  |  Ends: 29d, 22h  |   0 Proposals
You must have work experience in wealth management, investment advisory or financial planning to apply for this position. DO NOT SEND PROPOSALS IF YOU HAVE NOT PERSONALLY WORKED IN THE WEALTH MANAGEMENT INDUSTRY!! Looking for an independent blogger to create content for our blog, wmtoday.com. Our target audience is wealth managers, asset managers, investment advisors and their vendors. Job Description: We're looking for a Blogger to create keyword-rich content to keep our audience engaged and returning to our website. Your responsibilities: - Develop content themes based on the direction and creative brief provided by our team - Write original, high-quality, SEO-friendly articles that communicate our messaging to a wide variety of audiences - Publish written articles and upload relevant multimedia assets through our content management systems - Ad-hoc writing projects as they arise - Contribute ideas on improving existing messaging and content Your qualifications: - Excellent...
Category: Web Content       
Skills: Blogs       
Preferred Location: North America

E****oup
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| E****oup
|    United States
Hourly Rate: $20 - $30 / hr   |  Duration: Not Sure  |  Posted: 1h, 26m ago  |  Ends: 14d, 21h  |   5 Proposals
i need to do a five year forecast in excel for my Asian gardens. I have a list of initial cost and ongoing costs there are 5 income streams that need to be flexible I need annual cash flow projection with flexible investment starting points and profit and loss I have a feeble attempt that will give you the assumptions. It starts with 3 sections of the gardens but want to be able to add additional gardens. 1) Ticket sales 2) Restaurant sales 3) Heath club sales 4) Memberships
Category: Investment Analysis       
Skills: Financial Reporting, Financial modeling       

r****ood
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| r****ood
|    United States
Fixed Price: $200 or more   |  Posted: 1h, 57m ago  |  Ends: 14d, 21h  |   7 Proposals
I need a spreadsheet for a presentation for investors in a Mortgage company in Mexico. It is a very basic spreadhseet for advanced financial investors yet it has to look simple and easy to use to change variables for analysis. Amortization chart, income sheet, and simple spreadsheet showing income from investment. Thank you, Ryan Pitts
Category: Financial Planning       

D****ico
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| D****ico
|    Mexico
Hourly Rate: $30 - $55 / hr   |  Duration: 1-3 months  |  Posted: 2h, 29m ago  |  Ends: 14d, 20h  |   2 Proposals
Real Estate Analyst will research and compile financial data, providing reports and analyses, in order to help senior management make effective business decisions. The candidate will underwrite and perform financial analysis on current and future projects in multiple U.S. markets. The candidate will play an integral part in the acquisition, disposition and ongoing management process of company assets focused on underwriting analysis, due diligence, pricing analysis, budgeting, and closing and monitoring of new acquisitions. The Analyst will be actively involved in and work on deals from inception to disposition.
Category: Investment Analysis       
Skills: Microsoft Excel       
Preferred Location: United States

J****eld
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| J****eld
|    United States
Fixed Price: Less than $500   |  Posted: 3h, 38m ago  |  Ends: 2d, 19h  |   2 Proposals
I need 3 (could be more or fewer than three) articles-reviews of financial institutions you are a customer of, with at least 800 words. Pay total is $100. The order of importance is the following (1. being the highest) 1. IRA accounts 2. Brokerage accounts 3. Bank accounts (example: Citi Bank checking account review) 4. Any other financial accounts except credit cards, mortgages and insurances. Reviews don't have to be positive - they could be neutral or negative. They must be honest. Should be written from the third person. Articles should be original, informative and useful. Re-write of existing articles is not accepted. I will check online with Copyscape tool that this is an original piece. If any part of article is stolen - you will not get paid. I'm not a negative person - I mention all this because a lot of people do this. Please send 1-2 articles on personal finance subject that you wrote (not required) AND the list of institutions you could write review for (required). Exam...
Category: Article Writing       
Preferred Location: United States

A****una
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| A****una
|    United States
Hourly Rate: More than $50 / hr   |  Duration: Not Sure  |  Posted: 4h, 30m ago  |  Ends: 14d, 18h  |   4 Proposals
Greetings dear candidate Personal Assistant Finance Accounts Personal Assistant needed in Fidelity Insurance company based in Pennsylvania Ave Washington DC We are looking for someone who is currently working - as this position will be a contract position for month to month for a year, and then permanent. ATTACH RESUME FOR COMPANY REVIEW THANKS.
Category: Other - Finance & Mgmt       
Preferred Location: United States

d****ham
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| d****ham
|    United States
Fixed Price: Less than $500   |  Posted: 5h, 16m ago  |  Closed  |   7 Proposals
Hi, I need a quick and neat researcher to do research for my company. I am looking for someone I can work with in the future, as I will have lots of research for projects coming up. About the task: I need an excel spreadsheet with Financial Planning dealer groups in Australia who use a software called XPLAN. It is extremely important that you only list dealer groups using that particular software. I need the name of the company listed in the spreadsheet along with parent company (if applicable), website link, the number of employees and an email address of CEO, Manager or head of training department and state and city of head office. The spreadsheet has to be of minimum 200 dealer groups. The task should be completed within a week and if you deliver good work you will be my first choice for upcoming projects. Please submit a fixed price and the duration. Thanks
Category: Research       
Skills: Data Entry, Research       

****
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| Client
|    Australia
Hourly Rate: Not Sure   |  Duration: 3-4 weeks  |  Posted: 5h, 41m ago  |  Ends: 6d, 17h  |   0 Proposals
Maxwell Stamp is an economics consultancy, based in the UK but with offices internationally. We are seeking a financial professional with expertise in XBRL and database systems for a consulting assignment we are currently bidding for. The client is an organisation that supports governments in developing countries in reporting the financial revenues that the governments receive from mining and oil industry activities in their countries. The assignment involves developing recommendations on how to improve the financial data management and reporting processes ? and specifically advising on the best low cost, low effort solution to introducing a common machine-readable language for the financial reports that governments prepare. We are seeking a contractor with the following skills and experience: ? Familiarity with XBRL and experience of working with organisations transitioning to XBRL ? Experience of IT database applications for financial information ? Experience of reviewing financia...
Category: Financial Reporting       
Skills: Accounting       

P****nit
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| P****nit
|    United Kingdom
Fixed Price: Not Sure   |  Posted: 8h, 51m ago  |  Ends: 14d, 14h  |   3 Proposals
Freelance writers needed to write articles on the following topics on a regular basis (2 articles a month): 1) Financial Planning - DIY Investment Planning for individuals - a) Portfolio Planning b) investment selection c) valuation methods d) Structured products e) Gold and BitCoin 2) Retirement Planning 3) Education Planning 4) Universal Life Insurance and application Writer should consider Singapore as the geographic context of the articles and would preferably be finance trained (e.g. CFP or CFA, etc).
Category: Financial Planning       

m****ksg
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| m****ksg
|    Singapore
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: 10h, 8m ago  |  Ends: 14d, 12h  |   13 Proposals
Main Job Tasks and Responsibilities ? Main areas of responsibility may include cash and investments, prepaid expenses, fixed assets, accrued liabilities, lease accounting, intercompany accounting, and equity ? Process operational transactions with high level of accuracy ? Compile and analyze financial information to prepare journal entries in compliance with GAAP ? Assist in establishing, implementing, maintaining and monitoring accounting controls, procedures and policies ? Investigate and resolve variances in general ledger accounts ? Prepare schedules as requested by auditors, manager and others in group ? Work on various ad hoc projects as requested Education and Experience ? Bachelor's degree in Accounting (or with an emphasis in accounting) ? In depth knowledge of generally accepted accounting practices and principles ? In depth knowledge of auditing practices and principles ? Minimum of 2 - 3 years of accounting experience including public accounting ? Proficiency w...
Category: Accounting       

j****ago
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| j****ago
|    United States
Hourly Rate: $15 - $20 / hr   |  Duration: 1-2 weeks  |  Posted: 11h, 42m ago  |  Closed  |   0 Proposals
I am a professional accountant and do work with 100% accuracy with full customer satisfaction, Expert in Simply Accounting, Quick Books, Excel and spreadsheets. Master in fixing the errors, Adjustments, GST QST, PST, Bank Reconciliation, Tax prep, T4s, RL1's Payroll, Financial statements.
Category: Accounting       
Skills: Bookkeeping, Intuit QuickBooks, Accounting       

p****ola
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| p****ola
|    Canada
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: 13h, 58m ago  |  Ends: 29d, 9h  |   0 Proposals
My current bookkeeper is leaving to spend more time with her young family. She worked 2-3 hrs per week, (approx. 10 hrs/mo). Responsibilities of the job include: entering financial transactions in QuickBooks, AP, reconciling bank statements, reconciling charge card statements, preparing checks for signing, monthly financial statements, payroll. AR is done by someone else, including collection calls But will be asked to prepare checks for refunds. MUST be able to work on site at my office in STILLWATER, MN , USA Send a resume by e-mail to   [obscured]  
Category: Accounting       
Skills: Bookkeeping       
Preferred Location: United States

R****EPA
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| R****EPA
|    United States
Fixed Price: Less than $500   |  Posted: 13h, 59m ago  |  Ends: 14d, 9h  |   7 Proposals
I have an Ecom startup with a run rate of 1m + I need your help writing a pitch deck. I want to follow Sequoia Capital's model for it. I will provide all of the details- but i need you to write it and put it in powerpoint. Must have experience with pitch decks/ startups. Look forward to chatting - please provide me with a bit about yourself including experience and education. This is the template I want to follow...   [obscured]  /grove/posts/6bzx/writing-a-business-plan Thank you!
Category: Other - Finance & Mgmt       

t****rjl
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| t****rjl
|    United States
Fixed Price: $1,000 - $5,000   |  Posted: 18h, 17m ago  |  Ends: 14d, 4h  |   1 Proposal
DHCD is seeking a contractor to facilitate the acquisition of vacant and abandoned properties. The Contractor is expected to provide property due diligence reports, litigation support services, and settlement services. The Offeror shall provide a written narrative demonstrating the firm's knowledge, technical expertise in providing related Due Diligence (to include but not limited to) Title Reports, Skip Trace Reports, Single Family, Commercial and Multi Family Appraisal Reports; Litigation Support (to include but not limited to) Service of Processing Services in and around the District of Columbia and outside states; Settlement Services - (to include but not limited to) Issuance of a Title Commitment, Provision of Title Insurance, Settlement documents and settlement for properties acquired and sold. Need someone to write a technical proposal
Category: Technical Writing       

l****aga
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| l****aga
Fixed Price: Less than $500   |  Posted: 21h, 8m ago  |  Ends: 6d, 1h  |   3 Proposals
I use PayPal to process all our transactions online and as our small company is growing, I am trying to create an automated solution that will allow us to allocate a percentage of all incoming monies to specific accounts. Case / Usage: If $1,000 is received in a day, I want 50% of that ($500) to be automatically transferred to an external account for the purpose of putting aside to only use once a month at the end of the month to pay estimated taxes and for my 401k. It appears after speaking with PayPal for hours the last 2 days, they do not have any percentage based saving solution that will allow me to set aside money for my purpose. I was wondering if there's any hacks that can be done with how we process monies online or if there is another merchant processing solution out there that can achieve this trivial issue for us? I want to be able to live off of X% of my actual gross monies and have the remaining X% automatically set aside for taxes and investments (just as an employee c...
Category: Other - Finance & Mgmt       

d****cka
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| d****cka
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: 21h, 23m ago  |  Ends: 89d, 1h  |   1 Proposal
We are looking for an individual who is proficient in Sales and Business Development and has experience of working on hands-on sales pitches in the domestic market in India. He/She must be physically located in Bangalore as that is our target area. The following are the requirements that we are looking out for - ? Prospecting, qualifying, proposing, negotiating, and closing mid/large sized Enterprise sales primarily in ERP sales (Accounts and finance domain). ? Prospecting to establish new accounts. ? Build company profile and brand image in the market through sustained campaigns Strategize effectively to create new customers on a continuous basis ? Market intelligence activities for the sector identify clients and needs ? Provide strategic inputs through proposals based on what the market demands ? Building credible and lasting relationships with prospects and customers for repeat business. ? Keep customer relationship management system up to date on a daily basis. ? Developin...
Category: Marketing & Sales...       
Preferred Location: India

h****ams
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| h****ams
|    United Kingdom
Hourly Rate: $30 - $40 / hr   |  Duration: 3-4 weeks  |  Posted: 21h, 45m ago  |  Ends: 14d, 1h  |   1 Proposal
We're looking for program developer who can create a loan underwriting program. The program will pull together the loan applicant's Experian credit report and the Kelly Blue Book value of the applicants vehicle along with other factors such as debt to income to decide whether the applicant can be approved or not. Basically we need a program that can plug in an applicant's information (Credit score, debt to income ratio, monthly-income, kbb and other fields) into a formula. Based on the parameters we set on the formula, the program will read and analyses these field and automatically approve or decline an application.
Category: Other - Finance & Mgmt       

t****ial
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| t****ial
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: 21h, 52m ago  |  Ends: 14d, 1h  |   2 Proposals
I look for native speakers of the target languages + very high English level for a translation project related to these fields: billing systems, financial, economics and marketing. The translation quality needs to be best. Requirements: 1 - Native target language, nearly native- English 2- Former relevant experience. 3- Trados- is a must. 4- Some files are HTML that needs to be used in Trados or Notepad++, (I can send you a link to download a Notepad++) see the required working process: A. Copy cells for translation from column H from the XLS file to a new document created in Notepad++. B. Save the document as HTML file. C. Translate it with SDL Trados and save the target file as localized html. D. Open localized html in Notepad++, copy all text and paste it to the column G in the original XLS file. Word count is available in SDL Trados as a Report. PLEASE CONFIRM YOU'RE FAMILIAR WITH THESE PROCESSES. 5- First stage will be sending you Glossary which you have to use + general mat...
Category: Other - Translation       

R****FER
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| R****FER *
|    Israel
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: 21h, 57m ago  |  Ends: 14d, 1h  |   8 Proposals
Crestmont Funding is a small lending company that offers debt consolidation loans to people who are overwhelmed by Credit Card Debt. These consumers have an average of $40,000 in credit card debt and less than ideal credit scores (FICO) which makes it difficult for them to achieve additional fudning.. We are able to target these propsects via direct mail. We encourage them to call us to provide us with information. (A sample letter is attached) After the phone intake is received, the information is passed along to a financial consultant to see if the prospect still qualifies for the loan. If they do, we work with other lenders to get them the funds. If not, our consultant will try to sell them debt resolution services. Debt Resolution Services help negotiate a lower pay off on your debt as a means of avoiding bankruptcy. It allows the credit card company to get at least partial payment vs. zero if the consumer declares bankruptcy. From a consumer point of view, it helps the consum...
Category: Search Engine Marketing       

l****der
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| l****der
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: 21h, 57m ago  |  Ends: 14d, 1h  |   2 Proposals
Crestmont Funding is a small lending company that offers debt consolidation loans to people who are overwhelmed by Credit Card Debt. These consumers have an average of $40,000 in credit card debt and less than ideal credit scores (FICO) which makes it difficult for them to achieve additional fudning.. We are able to target these propsects via direct mail. We encourage them to call us to provide us with information. (A sample letter is attached) After the phone intake is received, the information is passed along to a financial consultant to see if the prospect still qualifies for the loan. If they do, we work with other lenders to get them the funds. If not, our consultant will try to sell them debt resolution services. Debt Resolution Services help negotiate a lower pay off on your debt as a means of avoiding bankruptcy. It allows the credit card company to get at least partial payment vs. zero if the consumer declares bankruptcy. From a consumer point of view, it helps the ...
Category: Search Engine Marketing       

l****der
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| l****der
|    United States
Fixed Price: Not Sure   |  Posted: 22h, 40m ago  |  Ends: 14d, 0h  |   24 Proposals
I have an Excel Workbook that contains 15 sheets with various financial statements and tables of a company. The amounts are in Euro. I would like to be able to change to currency rate to dollars in one place and have all the tables change etc. change accordingly, and then change back when needed There are any number of ways to do this that I can do myself. Nevertheless, someone probably has a faster method that is clean and more efficient than my methods. Please be aware that all numbers are not currency, such as units or dates. I have attached a sample of the Excel Workbook. Names have been redacted. If I accept your proposal, I will provide the same Workbook without the names redacted.
Category: Investment Analysis       

j****y42
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| j****y42
|    United States
Hourly Rate: $10 - $25 / hr   |  Duration: 7-9 months  |  Posted: 23h, 15m ago  |  Ends: 13d, 23h  |   6 Proposals
A Hi Tech Investment Company is looking for skilled financial account managers with experience in the finance, insurance or similar industry. However, this is not a requirement. We are recruiting motivated and proactive people with the ability to negotiate and close deals over the phone to join our team. The chosen candidates will be: ? Managing a portfolio of accounts ? Using an existing network of industry contacts to generate new business ? Ensuring necessary actions are undertaken by the account team ? Achieving sales targets ? Attending client meetings ? Maintaining and expanding relationships with existing clients Ideal candidates have excellent communication skills, hunger for success and strong attention to details. High salary + commissions & bonuses! *Experience in sales or telemarketing is a must. *Previous knowledge in the financial market is preferred. *Experience in negotiation and retention, ability to convince potential customers.
Category: Telemarketing       
Preferred Location: North America, Western Europe, Eastern Europe, Australia/Oceania

P****huk
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| P****huk
|    United States
Hourly Rate: $10 - $25 / hr   |  Duration: 7-9 months  |  Posted: 23h, 18m ago  |  Ends: 13d, 23h  |   3 Proposals
A Hi Tech Investment Company is looking for skilled financial account managers with experience in the finance, insurance or similar industry. However, this is not a requirement. We are recruiting motivated and proactive people with the ability to negotiate and close deals over the phone to join our team. The chosen candidates will be: ? Managing a portfolio of accounts ? Using an existing network of industry contacts to generate new business ? Ensuring necessary actions are undertaken by the account team ? Achieving sales targets ? Attending client meetings ? Maintaining and expanding relationships with existing clients Ideal candidates have excellent communication skills, hunger for success and strong attention to details. High salary + commissions & bonuses! *Experience in sales or telemarketing is a must. *Previous knowledge in the financial market is preferred. *Experience in negotiation and retention, ability to convince potential customers.
Category: Telemarketing       
Preferred Location: North America, Western Europe, Eastern Europe, Australia/Oceania

P****huk
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| P****huk
|    United States
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