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    ...their own data. Develop a mechanism to mark prospects as closed and move them to the operations sheet upon payment confirmation. Allow for multiple users to close a deal together and track targets accordingly. Incorporate options for part payment, full payment, and accepting multiple payments against a single customer. Enable lead assignment functionality. Finance Team: Automate the system to send email/WhatsApp notifications with invoices to customers upon payment confirmation. Design a form page for customers to upload multiple documents after payment confirmation. Operations Team: Implement a task and stage management system for the operations team to effectively handle customer data and tasks. Integrate...

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    Hey Guys, I am looking for a skilled developer to create a software that can accurately "read" changing numbers on a screen and extract them in real-time onto an Excel spreadsheet. It should be able to Read Numbers from Different Websites. For example: The Price of A Stock on Yahoo Finance. Everytime the Number Changes (And that could be 100 Times in One Minute), the Software should put this Number in a excel spreadsheet, for each Change a new Row. A Simple List is fine, the devlopment of the Excel Spreadsheet is my Task. Operating System: Preferrably Mac, if you are Sure you can do it on Windows but can't do it on Mac, its also Okay, but be aware that i will favor Developers who can do it on Mac. Data Extraction Frequency: Real-time (Skills and Experience: - Prof...

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    Hello, I've launched my business as a consultant in business and finance, I had a logo made initially quite quickly but I'm not at all satisfied with it, I find it too full, too much information. I really want to reflect a high-end, classy, minimalist consultant image and I'd like to receive proposals. I want to use it on my website, official documents, networks and flyers. I'm open to any suggestions: icons, drawings, simple writing. I just want it to be: high-end, uncluttered, classy and not "déjà vu". For ideas, here's my website: So I want a logo with the source and a favicon You can see that the favicon on my site is really ugly and doesn't stand out very well.

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    I am looking for a UI designer to help me develop my finance startUp. The main goal of my venture is to provide personal finance management tools, offer investment advice, and streamline the loan application process. I have a specific design style in mind that I am looking to implement, and the key features that I would like to highlight in the UI design are visual appeal and user-friendly navigation. I am anticipating this to be a complex project with a lot of details, and so I need someone who is very experienced and talented in this field.

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    design of documents 6 days left

    Your task is to assist the team in the design of documents for Entry Finance. There is a logo resource for your usage and any colours you use should be consistent or complementary. You are required to use varied software, such as Excel, Word, Adobe or Powerpoint as a guide. These documents must be named according to the document names below. You must ensure you proof read all documents for grammar and spelling and apply a consistent style format to fit with Entry Finances logo. For this exercise the email address for Entry Finance is : Document 1 - First home buyer information flyer. This document needs to have some information regarding your state and federal government assistance schemes. Discuss briefly how guarantors could be an option for some people who are struggl...

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    A calculators website 6 days left

    I want to create a website that contains all the calculators available in the world. For all industries, including finance, real estate, math, and more. Can you help me create and develop those individual calculators? What does 1+2=?

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    Project for Stephen 6 days left

    I am looking for a programmer with experience in Pine programming language to complete my project as soon as possible. The project requires the following skills: - Strong programming skills, specifically in Pine - Experience in developing software applications - Ability to troubleshoot and debug code - Familiarity with data analysis and visu...following skills: - Strong programming skills, specifically in Pine - Experience in developing software applications - Ability to troubleshoot and debug code - Familiarity with data analysis and visualization - Good communication and collaboration skills The ideal candidate should have a proven track record in Pine programming and be able to work efficiently to meet tight deadlines. Experience in finance or trading systems is a plus but not...

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    I am looking for a skilled developer to create a mutual fund app similar to Groww or Upstox. The app needs to have the following features: - Goal-based investi...set financial goals and invest accordingly. - Customized user interface: I want the app to have a unique and customized user interface that aligns with my brand. - Availability on both iOS and Android: The app should be available on both iOS and Android platforms. Ideal skills and experience for this job: - Experience in developing finance or investment apps - Proficiency in both iOS and Android app development - Strong UI/UX design skills - Knowledge of finance based app building If you have the expertise and skills required for this project, please apply with examples of your previous work and your proposed tim...

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    SME business in the field of...field of agriculture is seeking assistance with finance consultancy for a short-term engagement of less than a month. I have a specific problem or challenge that needs to be addressed, but I need help defining it. Ideal skills and experience for this project include: - Strong background in finance, financial analysis and banking products - Excellent report writing skills that are easy to read for stakeholders without a financial background - Proven experience in providing consultancy services to SME businesses - Ability to identify and define financial challenges and provide practical solutions - Excellent communication and analytical skills to effectively assess and address financial issues - Knowledge of industry best practices and trends in...

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    ONEtoONE Corporate Finance Group is an International Investment Bank with worldwide offices specializing in M&A advisory for the Middle-Market. It gathers +150 M&A independent advisors in 22 countries (38 cities) focused on global transactions. We are looking for new members all around the World for our M&A Network of dealmakers. We are not hiring. Dealmakers (independent advisors) and M&A Boutiques license our advanced IT tools for M&A, international branding, and global networks. They increase their income by amplifying their opportunities, deals, resources, and the team of industry experts and M&A colleagues worldwide. ONEtoONE tools and networks help the dealmaker maximize their income by finding, attracting, and closing more and better deals. Your Profi...

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    ...real estate lending space to fill in a gap where small and medium-sized entrepreneurs are not having access to bank financing for their projects. Requirements: - The logo should incorporate the specific colors that I have in mind. - The logo should be text-based, with a focus on typography. - It should be clean, modern, and professional. Logo should resemble a company that is in the traditional finance space but with a tech element - The design should be versatile and easily recognizable. - The logo should convey the essence and values of my brand. Ideal design: - Simple, minimalistic - ideally with a blue/green background colour - please refer to logos from private equity funds as well as fintech companies Please refer to the attached powerpoint for preferred colours. Feel f...

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    Finance Expert - 45mins task - Knowledge in Theory and Calculations Required I am looking for an intermediate finance expert who can assist me with a 45-minute task related to risk management. The task requires a combination of theoretical knowledge and calculations. Skills and Experience Required: - Strong understanding of risk management concepts and techniques - Proficiency in conducting financial calculations related to risk management - Ability to analyze and interpret financial data - Knowledge of financial markets and their impact on risk management - Experience in applying risk management principles in real-world scenarios This is a short-term project that can be completed within 45 minutes. The ideal candidate should have intermediate level expertise in finance...

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    I am looking for a finance expert who specializes in investments and derivatives, specifically in stocks. I have a specific investment product in mind that I would like assistance with. I require a detailed analysis of this product, including a breakdown of its performance and potential risks. The ideal candidate for this job should have experience in investment analysis and a strong understanding of the stock market.

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    18 bids 75K leads export 5 days left

    I am looking for an expert who can assist me in exporting 75K leads in the Finance & Human Resources industry from United Kingdom.

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    I am looking for a talented software developer to build a web-based ERP application using Python and Django. The application should include features for inventory management, sales and CRM, and accounting and finance. Although I have specific requirements, I am also open to suggestions for the technology stack that will be used to develop the application. As far as my budget and timeline for the project, I am open to discussion. Therefore, I am looking for an experienced developer who has an in-depth understanding of both Python and ERP systems. If you have the skills and experience to take on this project, please do not hesitate to get in touch.

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    I am looking to create a professional YouTube video about business finance specifically targeted at families. The video should be under 5 minutes in length and should address investment strategies. I am looking for an experienced professional who can create high-quality content and visuals that can help educate families on the important aspects of investing. The ideal candidate will have a background in business finance and show the necessary knowledge and skills to effectively communicate about these topics.

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    ...good idea, and using real-world examples to demonstrate the benefits of working with a bookkeeper. Targetting business owners' painpoints and how engaging a professional bookkeeper will help them get time back to focus on managing the business and also get time back for their personal life is important. In addition, useful tips related to basic bookkeeping, accounting strategies, and personal finance management will be included. Strategic keywords and phrases should be used throughout the content to maximize optimization and reach. The content should include website blogs as well as social media posts related to the topics mentioned above. This project requires a freelancer who will be able to research and create comprehensive, interesting pieces of content. I will also w...

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    ...GPT-4. The ideal candidate should have experience in data cleaning and be familiar with GPT-4. Requirements: - Experience in cleaning numeric data - Proficiency in working with spreadsheets - Familiarity with GPT-4 and have GPT-4 paid account. The original file example is IRENA_RE_Public_Investment, it can be downloaded from "" this link. Need to download data from websites and convert the format to Group by each country and year. The desired outcome of this project is to perform data cleaning on the numeric data from spreadsheets in order to enable data analysis. The freelancer should have expertise in data analysis and be able to deliver clean and organized data for

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    I am looking to have a website designed for my finance startup. This website should be professional and corporate in design, giving customers and potential investors the necessary information about our services. The main goal of this website is to generate leads for our business and provide information about our services. Additionally, I require that this website has user registration and gives information about our agency. This website should have a modern and sleek design that communicates our brand image effectively. This project requires someone with creativity and experience to bring our vision to life. Thank you in advance for applying.

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    ...Objective: We are looking for a freelance researcher to curate a list of YouTube channels (5 channels) from the United States (USA), the United Kingdom (UK), and Canada. These channels should fall under the following niches: finance, nature/discovery/science, lifestyle, health, and news. The selected channels should meet specific criteria to ensure they are active, established, and fit for our purposes. Requirements for Selected Channels: Location: Channels must be based in the USA, UK, or Canada. numbers :6 to 10 Channels for each of the following niches: finance, nature/discovery/science, lifestyle, health, or news. Channel Age: Channels should be at least 2 years old from the date of creation. Content Volume: Channels must have more than 300 videos (including shorts...

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    Educational videos 4 days left

    ...educational videos centered around finance and investment topics. The perfect candidate will possess a track record of crafting captivating and instructive videos tailored for adults aged 19 and above. These videos should ideally range from 4 to 7 minutes in duration. The primary objective of these videos is to offer comprehensive insights into the realm of finance and investments, with a particular emphasis on simplifying intricate concepts for our target audience. To achieve this, the freelancer should have the capability to create videos that feature crystal-clear visuals and professional narration. The AI generated voiceovers need to be created also Prior experience within the finance industry or a background in developing educational content relating to f...

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    PowerPoint presentation 4 days left

    Project Title: PowerPoint Presentation - Informing Executives/Managers in Business/Finance ( 2 slides) I am looking for a skilled PowerPoint designer to create a visually appealing and informative presentation targeting executives and managers in the field of business and finance. The main purpose of this presentation is to inform the audience about new idea supported with numbers that will help business to grow Skills and Experience: - Proficiency in PowerPoint and graphic design software - Strong understanding of business and finance concepts - Ability to create visually engaging slides with appropriate charts, graphs, and images - Experience in creating presentations for executive-level audiences - Excellent communication skills to effectively convey complex inf...

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    DTP Expert 4 days left allow for accurate financial forecasting Works with partners, vendors and other outside resources necessary Facilitates communication upward and across project team; including project status, project schedules, justifications for variances, and technical information Ensures that schedules and billing information is documented Closely tracks and reports billing timing and cadence and updates finance team in order to provide accurate forecasting data. Supports implementation of improvements to team production workflows and tools, to improve efficiency and quality Manage on-going and external facility productions by partnering with outside production companies or internal stakeholders to build custom solutions and support ...

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    I am looking for a free guest posting expert who can help me reach a target audience of business professionals through free guest posts on international business and finance websites. The freelancer have to come with list of free guest posting sites. Ideal Skills and Experience: - Proven experience in guest posting and content marketing - Knowledge of the business and finance industry - Ability to write compelling and informative articles - Familiarity with international business and finance websites - Strong research and outreach skills to identify and contact relevant websites - Understanding of SEO and link building strategies - Excellent communication and collaboration skills

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    translation 4 days left

    ... I am looking for a translator who can translate content from English to Arabic. The ideal candidate should have the following skills and experience: - Fluent in both English and Arabic - Proven experience in translating content accurately and efficiently - Familiarity with both languages' grammar, idioms, and most importantly financial terms in Arabic - since the content is sector specific (finance) - Ability to provide a literal translation, adhering to the original meaning and tone of the content - 1st project is 15 ppt slides (1315 word) - If chosen 13 more projects will follow within 3 months If you are a skilled translator with a strong attention to detail and the ability to deliver high-quality translations, please bid on this project. You will have to submit a sam...

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    Design and Development of Data Warehouse for insurance companies, focusing on the business insurance along with the Finance and HR Data.

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    Trophy icon The Corporate Experts 4 days left

    ...on social media and Craig’s List. The website address is The Corporate Experts is a project that requires expertise in generating leads and sales for a business services company operating in the technology, finance, and healthcare industries. The goal of this project is to increase brand awareness among a target audience of business-to-business (B2B) clients. Ideal skills and experience for this job include: - Proven track record in lead generation and sales for B2B companies - In-depth understanding of the technology, finance, and healthcare industries - Ability to develop and execute effective marketing strategies to increase brand awareness - Strong communication and negotiation skills to engage with potential B2B clients - Knowledge of industry-specific marke...

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    ...designer who can take my basic presentation and improve its overall design and professionalism. The presentation is related to the theme of Business and Finance. Key Details: - The current state of the presentation is basic and needs improvement. - The theme or subject of the presentation is Business and Finance. - I would like the designer to highlight visuals and graphics in the presentation. Skills and Experience: - Strong expertise in PowerPoint design and layout. - Ability to create visually appealing and professional slides. - Proficient in using graphics and visuals to enhance the presentation. - Familiarity with Business and Finance topics and terminology. Deliverables: - A polished and professional PowerPoint presentation with improved design and layout...

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    I'm looking for a freelancer to help me generate line graphs based on finance data stored in 5 separate Excel tabs. The graphs should emphasize a few, specific data points as specified by me (columns c,g and I) then put on graphs tab. My preferred format for the final deliverables is an Excel file. With your expertise, I'm confident that the data can be presented in an effective, graphical format that will help make individual trends and relationships clearer to my team.

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    ? Overview: We are a forward-thinking startup focusing on providing a financial management platform for families, aiding parents and children in navigating the world of personal finance. We are seeking a talented UX/UI Designer to bring our vision to life by crafting an intuitive and delightful user experience. This project is pivotal in ensuring our users seamlessly and efficiently traverse through our app. ? Objectives: Develop user-centric IOS/ANDROID UX/UI design ensuring ease of use, clarity, and efficiency. Integrate modern design concepts reflective of our innovative and secure fintech nature. Craft visually appealing and consistent interfaces across the platform. ? Target Audience: Families with children and teenagers Parents aiming to educate their children about fina...

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    I am looking for a skilled Youtube Video Editor to assist me with editing videos for my Finance, Tech and Celebrity Luxury Channel. Style and Theme: - I am open to suggestions and would like the editor to come up with a unique style that aligns with the content of my channel. Number of Videos: - I have more than 7 videos that need editing. Skills and Experience: - Proficient in video editing software such as Adobe Premiere Pro or Final Cut Pro - Experience in editing various types of videos, including vlogs, tutorials, and music videos - Ability to add creative transitions, effects, and graphics - Understanding of pacing and storytelling to keep viewers engaged - Strong attention to detail and ability to meet deadlines If you are a talented video editor with a passion...

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    ...specific WordPress template in mind that I will provide to the freelancer and a layered PSD of the new layout. The site we are migrating is a simple information site with an image gallery and about 3 simple forms and about 40 pages. You will need to alter the template I provide to match the PSD provided and copy across content Template I am using is here: I will provide cpanel access and a development URL for testing. the task is completed when all content is migrated into the new wordpress website that looks like the template PSD i provide. needs to work well in all browsers and be responsive Mention "tmbr" in comments or your bid will be ignored Ideal Skills and Experience: - Proficient in Joomla and Wordpress - Experience with migrating

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    Pestel analysis 3 days left

    Pestel Analysis of the Banking Sector in Europe - Industry: Finance - Sector: Banking - Region: Europe Skills and Experience: - Strong understanding of the finance industry and the banking sector in Europe - Expertise in conducting Pestel analysis - Knowledge of economic, political, social, technological, environmental, and legal factors impacting the banking sector in Europe - Ability to gather data and analyze industry trends and market conditions - Proficient in presenting findings and recommendations based on the analysis

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    I'd appreciate it if you could extract data from the specified website, specifically focusing on non-bank lenders, using the criteria outlined in the Excel spreadsheet I provided, with an estimated target of 1500 non-bank lenders. ,Business%20Loan,Cash%20Flow%20Lends,Asset%20Backed%20Loans,Receivables%20Finance,Property%20Loan,Existing%20Properties,Development%20Finance

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    Telemarketing Executive for Lead Generation in the outsourcing projects Skills and Experience: - Previous experience in tel...information and assessing their potential as customers - Maintain accurate and up-to-date records of all interactions and leads generated - Collaborate with the sales team to ensure a smooth handoff of qualified leads - Continuously improve telemarketing strategies and tactics to optimize lead generation efforts We are seeking a telemarketing executive who can effectively generate leads within the finance,Automobile and othet outsourcing projects and contribute to our sales pipeline. As a telemarketing executive, your main goal will be to identify and engage with potential leads, qualify them, and hand them off to our sales team for further nurturing and c...

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    Odoo Setup 2 days left

    I am looking for a freelancer to help set up Odoo 15 for manufacturing business. Skills and Experience: - Strong knowledge and experience in setting up Odoo 15 - Familiarity with the manufacturing industry and its specific requirements - Expertise in configuring and customizing Odoo modules, particularly in the Sales, Accounting, and Finance module.

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    Trophy icon Logo for a website ( 9 days left

    Logo design for The website is using AI to provide trading signals in all markets (Crypto, Forex, commodities and stocks) Theme: Trading Crypto, Forex, commodities and stocks Colors and Design Elements: Open to suggestions Preferred Logo Type: Combination of text-based and image-based Ideal Skills and Experience: - Experience in creating logos for technology or finance-related websites - Ability to incorporate trading elements into the design - Strong understanding of color psychology and visual communication - Creativity in combining text and images to create a visually appealing logo - Attention to detail and ability to create a professional and modern design.

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    I am looking for 6 creatives to create carousel ads on Facebook with the objective of generating leads. The target audience for these ads is adults aged 26-50. Detailed project brief given below: Carousel 1: "Ready to Boost Your Finance Career?" - Image of a confident professional in a finance-related setting, such as a corporate office. - An animated arrow pointing forward to create a sense of progress. Carousel 2: "Meet Our CFA Mentor: IIT IIM Alumni" - A photo of your mentor, preferably in a professional attire, with a friendly and approachable expression. - A graphic overlay highlighting the IIT IIM alumni status. Carousel 3: "Practical Learning for CFA Success" - An image split in half: one side showing a textbook or theory, and the othe...

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    Personal Finance templates 2 days left

    Hi, I am a personal finance coach who helps people build better money habits. I want to create a set of free templates which my students can use. I need someone who is experienced in the domain and knows personal finance. I would need your template suggestions as well. I want my students to be able to use them either online or take a printout and use it personally. Some of the templates I can think of are. Budgeting Expense Tracking Multiple Debt Repayment Structure Budget Calculator Loan EMI calculator Investment Return Calculator Goal-Based Investment Calculator and more... I would need more suggestions from you. When you bid for this project, message me "moneymaster" in the chat so I know you have read this project correctly. All other bids I would simply igno...

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    I am in need of a business consultant to help me improve the finance and accounting aspects of my business. Ideal Skills and Experience: - Strong background in finance and accounting - Experience in providing business consultation services - Knowledge of financial management and accounting principles - Ability to analyze financial data and provide recommendations for improvement - Excellent communication and interpersonal skills to effectively communicate financial information to non-financial professionals - Familiarity with business operations and management would be a plus

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    I am looking for a freelancer to conduct research on Spain banking services to create web content. The ideal candidate should have knowledge of the banking industry and be able to write engaging and informative content. Specifically, the project involves: - Researching various aspects of Spain ...writing skills and ability to create engaging web content - Understanding of SEO principles and ability to optimize content for search engines - Knowledge of banking terminology and regulations in Spain If you have a passion for banking and can deliver high-quality web content on Spain banking services, I would love to hear from you. Please provide samples of your previous work in the banking or finance industry. I need content research like

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    I am looking for a Business Analyst to help with an important project in the finance services industry. Specifically, I need help with business analysis over a period of 6-12 months. The successful candidate needs to be highly knowledgeable, experienced, and have an excellent track record in the GIC / finance services / ITES / Big4 consulting with minimum experience of 10 years. We need a business analyst who can conduct problem solving, financial analysis, and data analysis. The successful candidate needs to have good understanding of finance and account processes, shared service model and the ability to drive stakeholders and users into action. The ideal candidate is an expert in business analysis or project management with ability to criticaly analyse problems, wo...

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    I am in need of a Financial Projection Report for my manufacturing business. The time frame for the projections is 3-5 years and I have rough estimates to provide. The ideal freelancer for this job should have experience in finance and accounting, as well as knowledge in the manufacturing industry. The report should include detailed financial statements, cash flow analysis, and revenue projections. Accuracy and attention to detail are a must. Thank you.

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    Pitch deck 1 day left

    My name is Dr Nitesh Lamoria and I'm looking to create a pitch deck for my healthcare business. My goal is to seek funding ...for the venture, and I need to ensure that the presentation is appealing and informative. For this reason, I'm seeking an experienced freelancer to create a deck with more than twenty slides. The deck should be tailored to the healthcare industry and include captivating designs as well as powerful, clear messages to help me persuade potential investors. I'd like to work with a good market and finance researcher, who has worked for the health care sector pitch deck before and has experience of more than 5 years in making pitch deck. You'd need to take care on the content mainly, but I also hope it's presented in a cohesive design. H...

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    I'm looking for someone to be available on a retainer/cost per piece basis to write highly technical financial IT pieces for a B2B technology company. It does not need to be completed within a specific timeframe, so the freelancer has the flexibility to put their own spin on the project. With expertise in the finance industry, the freelancer should be able to provide innovative insights to the project, and approach the content creation from a knowledgeable perspective. If this job sounds like the right fit for you, please contact me for further information and to discuss your qualifications.

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