Financial planning software for advisors jobs

I need a professional to prepare my income statement and balance sheet according to IFRS standards. My records are ready, and I only require a summary-level of detail. Ideal skills and experience include: - Proficiency in IFRS (International Financial Reporting Standards) - Proven track record in preparing financial statements, especially income statements and balance sheets - Detail-oriented and able to work with a high level of accuracy - Good communication skills to clarify any details for a summary-level reporting. This is a one-time project, but if successful, there may be more in the future.

...Innovation - Hi, Vito Lavanga. Own INDUSTRIAL RIGHTS, mathematician, working in technical-scientific, IT&C and Financial disciplines; ...I have a prestigious development environment, for partner use: - we have Premium, 4 years, WordPress/WooCommerce and many AI/tools for your use; ...I'm looking for a new line for future .EUs and to present to World GOAL: Main: Staff: Large Basic: , , , , , , TARGETS: broker, bookmakers, traders, agents, investors (financial or industrial); ...every person positive to him land and its people (patrons or public personalities); every operator promoting Ecological TRANSITION in

(Business Development Executive) (with good track record) + Must have strong Sales Managerial Experience in any B2B SaaS company OR been as a Sales Partner. + Experience in dealing with B2B + USA / EU Markets + Must be interested in taking on new challenges. + Should have hands-on experience. + Only Freelancers are Allowed (No Agencies or No Companies)

I'm looking to develop a hardware system for a fitness rig that involves real-time human movement tracking. The system should be a combination of microcontrollers and computer vision technology, specifically using Arduino boards and Raspberry Pi. Key Requirements: - Real-time Movement Tracking: The primary functionality of the system is to track human movement accurately and in real-time. This involves capturing and processing data on various physical activities. - Minimalistic and Functional Design: I envision a setup that is small, lightweight and unobtrusive. Skills and Experience Needed: - Proficiency with Arduino boards and Raspberry Pi is a must. - Experience with computer vision, machine learning and human movement tracking is highly desirable. - Understand...

Hi Agnitio Software, I noticed your profile and would like to offer you my project. We can discuss any details over chat.

I'm looking for a seasoned writer to assist me with a dual project: a business report and a series of blog posts. Responsibilities: - The business report should be well-researched, focusing on key areas such as marketing strategies, financial analysis, and industry trends. - The blog posts should be engaging and informative, tailored for a specific target audience which may include business professionals, entrepreneurs, and the general public. Ideal Skills and Experience: - Proven experience in business writing, with an emphasis on reports and blog posts. - Ability to conduct thorough market research and competitor analysis. - Strong understanding of sales forecasting and how to present this data in a clear and impactful way. This project is an excellent op...

I'm in need of a professional who can help with my private limited company's annual compliance tasks. Key Tasks: - Filing Annual Financial Statements - Conducting an Audit - Updating Statutory Registers Key Requirements: A. Auditor Appointment & Filing of Form ADT - 01 (Auditor Appointment). B. Preparation & Filing of Form INC - 20A (Declaration of Commencement of Business). C. Assistance & Documents Preparation for Company's Current Bank Account. D. Preparation & Filing of Balance Sheet, P & L Accounts, Audit Report, and Director's Report. E. Preparation & Filing of Extract of Annual Returns & Financial Statements (Unlimited Transactions). F. Preparation & Filing of Annual Returns Form AOC - 04 (Financials Re...

I'm looking for an experienced developer to create an interface between our laboratory management application and our laboratory automation system, specifically System A. This project aims to streamline our workflow by: - Automatically retrieving test results from System A. - Saving these results directly into our management software. The ideal candidate will possess proficiency in middleware development or previous experience integrating disparate systems, preferably in a lab setting. Here are the specific tasks: - Develop an API or similar interface for System A to communicate with our lab management software. - Ensure that the retrieved test results are accurately pulled from System A. - Format the retrieved data into JSON before it's saved i...

...and system logs to take appropriate action in case of error conditions. Development and Implementation You will support in defining and implementing Kubernetes deployments and provide consultation in creating Kubernetes manifests for custom deployments. Software Audits and Disaster Recovery You are responsible for software updates, VM configurations, and the system's disaster recovery. • general VM updates and configuration through ours to be built IaC definitions (Terraform, Ansible and Kubernetes) • inspecting newer container images and software versions • planning and executing updates on infrastructure components (kubernetes, ceph, VMs, ...) and provided PaaS containers Platform Security and Scaling You ensure the platfor...

I need financial data from bloomberg or any other database for research.

...365 F&O Modules**: I need assistance in integrating Dynamics 365 F&O with Power Platform, particularly focusing on Financial Management and Supply Chain Management. - **Power Platform Integrations**: Require your support in: * Data integration: Ensuring seamless data exchange between the two systems. * Workflow automation: Developing and implementing automated workflows for various business processes. - **Vendor Invoice Creation**: The vendor invoice creation process should include: * Auto-population of vendor details: Ensure vendor information is correctly filled in. Ideal Skills and Experience: - Strong background in Microsoft Dynamics 365 F&O, particularly in Financial and Supply Chain Management modules. - Proven experience in developing an...

I run a software development company that offers web, mobile app, and custom development services to a diverse range of clients - small businesses, large enterprises, and startups. I've tried several marketing strategies, including online advertising, content marketing, and networking at industry events. However, I'm still not seeing the client growth I'm aiming for. I'm looking for a professional with experience in acquiring clients for software development companies. You'll need to devise and execute effective strategies to bring in new clients from the small business, large enterprise, and startup sectors. Key Responsibilities: - Analyze our current marketing strategies and propose improvements. - Create a tailored client ac...

I'm in need of a skilled graphic designer who can create a modern, sophisticated logo that will be used across different platforms. The primary use of the logo will be for my website, print materials, and social media. Key Requirements: - Modern Design: The logo should have a modern look and feel, aligning with contemporary design trends. - Multicolored: I would like the logo to incorporate shades of blue, green, and red. It should be aesthetically pleasing and work well in various color backgrounds. Ideal Skills: - Graphic Design: Prior experience in creating logos. - Color Theory: Ability to work with a multicolor palette. - Branding: Understanding of the importance of a logo in brand identity. - Web Design: Knowledge of how logos function on websites. - Print Design: Exper...

I am looking for a seasoned professional to conduct a comprehensive market feasibility study for a new business venture focusing on AC systems. - Objective: The primary goal of this study is to assess the market demand and potential for AC sales and maintenance, evaluate the competition, and identify the target customer segments in the regional area. - Scope: The geographic focus of this study is primarily regional, so the ideal candidate should have experience in analyzing and understanding local market dynamics. - AC System Aspects: The business model is built around AC systems that are characterized by energy efficiency and sustainability, advanced technology, and a focus on affordability and cost-effectiveness. An ideal candidate should have a deep understanding...

I am looking for a talented designer to create a modern and sleek marketing flyer for my mortgage brokerage company. The flyer will be used to promote my services, connect with potential homebuyers, and engage our existing customers. Key Information: - The flyer should clearly showcase the various services offered by our mortgage brokerage firm. - It should prominently display our contact information, making it easy for potential clients to reach out. - We also want to include any special promotions or deals we're currently offering. Target Audience: - Homebuyers: The design should appeal to individuals who are in the market for a new home. - Existing Customers: The flyer should also serve to nurture existing relationships, encouraging repeat business. - ...

...Conduct a detailed analysis of several 3D planner software platforms to compare their offerings and pricing structures. The goal is to provide a comprehensive, visually appealing summary that highlights key features, subscription plans, and costs associated with each software. Scope: Competitors: The platforms to be analyzed include Saninet 3D Planner, MATICAD DOMUS3D, PALETTE CAD, TILE LOOK, VISOFT, and SPARK VISION. Data Collection: Extract detailed information from the competitors' websites, focusing on: Price Features Customer Support Compatibility Cost Type of Subscription What is included in each type of subscription 3D Modeling Costs: Gather information about the costs associated with 3D modeling for new products, including the data required for...

I'm looking for a financial expert skilled in Tally ERP9 to help with specific bookkeeping tasks. This includes bank reconciliation for 1-5 accounts on a monthly basis, as well as the generation of financial statements. Key Responsibilities: - Reconciliation of 1-5 accounts monthly using Tally ERP9 - Generation of monthly financial statements The ideal candidate should: - Be proficient in Tally ERP9 - Have prior experience in bank reconciliation - Possess a strong understanding of financial reporting I need someone who is detail-oriented, has excellent organizational skills, and can provide accurate financial records in a timely manner. Prior experience with similar tasks is a definite plus.

...Engineer and Software Developer to develop and train machine learning models for chatbot functionalities, integrate AI components, and implement NLP techniques. Additionally, I'm looking for a talented Software Developer proficient in Python, Java, JavaScript, and C#, who has experience in chatbot development, both Front-End and Back-End Development, and API Integration. Ideal Skills: - Proficiency in Python, Java, JavaScript, and C# - Experience in Front-End and Back-End Development - Familiarity with Dialogflow and Microsoft Bot Framework - Strong knowledge in AI, Machine Learning, and NLP - Previous experience in chatbot development Roles and Responsibilities: - Develop and train machine learning models for chatbot functionalities ...

I require an experienced accountant to prepare a set of financial documents for my company. Last 2 year Audited Financial statements for the previous 2 fiscal year-ends: Income Statement, Balance Sheet, Cash Flow Statement Interim Financial Statements (Balance Sheet, P&L, Cash Flow Statement) Financial statements for the most recent interim period: Income Statement, Balance Sheet, Cash Flow Statement Merchant Processing Statement

I have bank statements from Bank A that I need converted into an Excel spreadsheet. The specific transactions you'll be dealing with are both deposits and withdrawals. Here's what I need: - A thorough and meticulous tr...specific transactions you'll be dealing with are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: both deposits and withdrawals. - Once this data is entered into the spreadsheet, I need you to sort it by transaction type. This role requires expertise in Excel and a keen eye for detail is essential, as the integrity of the data will be paramount. Knowledge about financial transactions, specifically deposits and withdrawals, will be useful. A background in bookkeepi...

...to extract data from a variety of tax and financial documents. The extracted data needs to be exported into a Google spreadsheet. Additionally, I need an interface for users to easily upload these documents. Key Requirements: - Extract data from various financial documents: primarily focusing on Expense reports, W-2 forms, credit card statements, 1099s, and annuities. - Extract specific data from credit card statements such as Transaction amounts, Merchant names, Transaction dates, and also the ability to convert currency and combine rows. - Extract specific data from bank statements like Account balances, Transaction descriptions, and Check numbers. Ideal Skills and Experience: - Proficiency in Azure document intelligence and training models for document...

I'm seeking a...project. Your primary task will be to create compelling copy that drives engagement, boosts SEO, and ultimately leads to increased revenue. Your role will be crucial in helping me achieve my financial goals. Key Responsibilities: - Develop persuasive, SEO-optimized copy - Understand target audiences and create tailored content - Collaborate on content strategies - Monitor and optimize content for performance Ideal Skills: - Proven experience in copywriting - Strong understanding of SEO - Ability to write engaging, persuasive content - Excellent communication and collaboration skills If you have a passion for writing and a keen interest in boosting online revenue, I'd love to hear from you. Please be prepared to share your portfolio and a...

I'm in the process of planning a one-story modular home that will serve as a rental property. I've already secured the land and now require a BCIN designer to handle the design process. Key requirements and expectations: - Extensive knowledge of Ontario building code and CSA A277 - Experience in modular home design - Understanding of rental property design and functionality Your responsibilities will include: - Creating detailed plans and designs for the modular home - Ensuring all designs are compliant with the Ontario building code and CSA A277 - Focusing on the practicality and aesthetics of the design for a rental property Ideal candidates should have a proven track record in designing modular homes and meeting BCIN requirements. Your design should be ...

Please Sign Up or Login to see details.

...securing a collateral-free loan for my upcoming Food and Beverage business in INDIA. The key details I want to focus on are: - An overview of the beverage industry, in relation to the current market scenario and potential growth. - Detailed need for the loan, emphasizing how the funds will be utilized and their expected impact on the business. - Financial projections that can demonstrate the feasibility and profitability of the startup, specifically focusing on the loan amount requested (between INR 15Lakh to 20Lakh). - Break-even analysis that can help potential lenders understand the risk and reward of investing in this venture. The right candidate for this job should possess a solid understanding of the Food and Beverage industry, as well as a background...

I'm looking for a skilled software tester to help me evaluate a web application I've developed, specifically tailored for the construction industry. Key aspects of the project include: - Ensuring the application is user-friendly and intuitive, particularly for professionals in the construction industry. - Checking the functionality and performance of the software, particularly in relation to: - Project management: The software should allow users to plan, execute, and manage construction projects effectively. - Resource allocation: The software should help in managing and allocating the resources needed for construction projects. - Production information: The software should be able to provide and proc...

I am in need of a skilled software engineer to develop a DICOM printer server software. This software should: - Be compatible with Windows operating system. - Have the capability to print to HP, Canon, and Epson desktop printers. - Support image printing and multiple printer use. Ideal candidates for this job should have strong experience in software engineering and a solid understanding of DICOM features. Familiarity with printer server software is a must, as is the ability to ensure compatibility with named printer brands and operating systems.

I'm looking for a seasoned app developer to build a cash advance app for both iOS and Android platforms. Essential Features: - User authentication - Fund transfer - Real-time transaction tracking I have specific design and branding requirements which I will share with you during our discussion. Therefore, expertise in UI/UX designs and experience in developing aesthetically-pleasing apps will be advantageous. Applicants should also show a strong understanding of securely handling real-time transaction data and sensitive user information. Please provide a portfolio or samples of past work in your application. Your previous experience in creating similar financial apps will also boost your application. I want to build a cash advance app that a user log ins us...

Company Overview: is a leading online platform dedicated to providing innovative & effective financial education. Our courses and resources are designed to empower individuals to achieve financial success. Job Summary: We are looking for a versatile and highly organized Digital Marketer to join our team.

I'm looking for a freelancer to create two custom monthly payslips based on an annual salary of $105,000. The payslips will be for April & May should be professional, simple and include the following details: - Employee's name and address - Employer's name and address - Date of payment - ABN (Australian Business Number) - Year-to-date (YTD) earnings The required format is a simple and professional design without any need for color or excessive creativity. Ideal Skills and Experience: - Experience in creating payslips or financial documents - Understanding of Australian payroll standards and regulations - Ability to deliver a simple, professional design

I'm looking for a skilled freelancer to develop a customized net worth spreadsheet. This spreadsheet should enable me to meticulously track my financial progress across various categories. Key Requirements: - The spreadsheet should allow me to input and monitor: - Investments (especially individual stocks) - Debt - Savings - Income - Expenses - Other category for miscellaneous expenses or income - I require a simple, user-friendly design that makes manual data entry easy and intuitive. Skills and Experience: - Proficiency in spreadsheet software such as Excel or Google Sheets is essential. - Experience in financial tracking and net worth management is highly beneficial. - Understanding of stock market, investment tracking, and basic...

I am looking for a specialist in IFRS 9 modelling. The primary purpose of this project is to aid in the financial reporting of my company. Specifically, I aim to achieve more reliable risk assessments through improved modelling. This project will focus specifically on the financial reporting of loans and receivables. Therefore, it is crucial for the chosen freelancer to be well-versed in these financial instruments under IFRS 9 modelling. Ideal Skills: - Thorough understanding of IFRS 9 modelling - Experience in financial reporting of loans and receivables - Ability to create reliable risk assessment models Your role will remarkably improve the transparency and reliability of my company's financial reporting. I'm excited to wo...

Hi Roman, If you remember, last year you did a project for me to show the list of participants of an event to me. I want to improve on that code and add some functionality and features to it. Would you be available? We can chat about the details, but basically, this is what I want: I have an Excel file with different sheets. For example, Founders, Advisors, Announcements, and Media. I want a code similar to the previous code (of course, more complicated) to read this Excel file and show the content of each sheet in a different format (as the amount of type of information is different). I will share an example of the Excel file with you. Are you available?

I require a bridge software that seamlessly integrates native device drivers from Android (Java/Kotlin) and iOS (Objective-C/Swift) into my existing ReactNative application. Key Requirements: - I need the software to enable efficient and secure access to device sensor data. - The bridge should be able to handle and manage background services effectively. Skills/Experience: - Strong background in software development, specifically on Android and iOS platforms. - Proficiency in Java/Kotlin, Objective-C/Swift and ReactNative. - Prior experience in building bridge software is highly desirable. - Ability to deliver quality results under a tight timeframe is essential. Drivers: IoT SDK for BeaconSET+: Password: minewtech Documents:

I'm seeking a talented developer with a solid understanding of Excel VBA and Python to develop a system that generates and runs Python code via a manual button within Excel. The Python code generated should have the capability to work with financial data specifically. Linguistic proficiency in Excel VBA and Python is required; knowledge in XLwings or a similar tool would be a significant advantage.

...sales strategy development, and brand and marketing planning in the retail sector. - Comprehensive understanding of the young adult (18-35) demographic and how to effectively target and engage with this group. Your responsibilities will include: - Conducting thorough market research to guide our business strategy. - Developing a targeted sales strategy to appeal to the young adult demographic. - Crafting a branding and marketing plan that resonates with this demographic. - Implementing and monitoring the success of these strategies, making adjustments as necessary. Skills and experience: - Successful track record in retail business development. - In-depth knowledge and understanding of the young adult demographic. - Strong analytical skills for market research. - Creativ...

I'm seeking a skilled developer to design a bespoke, web-based remodeling software that utilizes my specific product. This software should offer: - 2D and 3D visualization capabilities: Freelancers should be experienced in incorporating such features into software programs. The software doesn't need to support room measurement tools or product catalog integration at this stage. Please note, the software will be completely Web-based, so experience in this field will be preferred. Prior background in developing design software is a plus.

I am planning to set up a new application on AWS ECS using Docker and I am looking for a skilled expert to assist with the initial setup. Key Project Requirements: - Proficiency setting up and configuring AWS services, particularly ECS and EC2. - Strong understanding and practical experience with Docker. Ideal Skills and Experience: - Extensive experience with AWS ECS and Docker. - Good understanding of best practices for AWS service configuration. - Ability to troubleshoot and provide solutions for potential issues. - Strong communication skills to explain the setup process to me in a clear and understandable way. Please get in touch if you have the skills and experience to support this project.

Job Description: As a Marketing Content Manager will be responsible for creating the content that will be communicated in the social networks through the execution of material that allows to capture the expected target audience for each of the brands in charge. This position will collaborate with the Digital Strategy team including but not limited, to Graphic Designers, Digital strategists, Campaign Managers, and other colleagues. outstanding team player, and goal and details-oriented developer, who will help us to thrive and create amazing content. Role Main Responsibilities: Create content calendars, through teamwork and prior planning with the assigned Digital Strategist and Graphic Designer. Responsible for the publication of content, on time, taking ca...

I'm in need of preliminary a detailed and accurate site plan for approximately 20 residential lot development in Jacksonville, Florida. This project requires careful attention to lot sizes and dimensions, as well as adherence to Jacksonville's specific setbacks and zoning regulations. The design should also include necessary road access and infrastructure requirements. The ideal freelancer for this project would have experience in civil engineering or urban planning and have a deep understanding of Jacksonville's local zoning laws. Skills in CAD or other design software are a must. The site location is 3062 Sunnybrook Cr, Jacksonville, Fl 32254 the Lot has an area of 3.47 acres We can split the project in different phases.

I need a legal expert to review specific documents relating to a property. This includes: - Title deeds: I need the ownership history and any recorded rights of way evaluated, to ensure there are no surprises down the line. - Planning permission documents: These need checking to ensure they're in order and up to date. Ideally, the freelancer should have background in auction property legal pack review. I'm particularly concerned about potential issues, specifically around outstanding loans linked to the property. Any insight on potential risks regarding outstanding loans would be greatly appreciated. Skills & Experience: - Property Law - Risk Assessment - Document Review.

I'm seeking a skilled and versatile bookkeeper to manage my accounts in QuickBooks. Key Responsibilities Include: - Daily entry of transactions - Financial statement preparation - Tax planning and filing Ideal Qualifications: - Proficiency in QuickBooks - Experience in managing both accounts payable and receivable - Strong understanding of tax planning - Excellent attention to detail - Previous experience working with a diverse range of transactions I value clear communication and a proactive approach to managing my finances. The role may be expanded in the future if the right candidate demonstrates a keen eye for financial strategy.

I am looking for a skilled website developer who can help me revamp my current website which is a EUROPE tour operator, for planning European AUTO tours!!!!! / This is what I aspire to: - **Design and layout:** My site's current design could use a new look. I would like to improve the user interface and overall aesthetics to make it more attractive and modern. - **Functionality and features:** I am looking to add new features to my site. The main goal is to make it more interactive and user-friendly, including adding profiles and user accounts. - **Performance and speed:** I would also like to improve the performance and speed of the website, ensuring it is fast and responsive for all users. - **Determine a solid

...professional who can create a business continuity plan (BCP) and IT policy for a financial and asset management company based in ADGM (Abu Dhabi Global Market). Key Deliverables: - BCP: The plan should cover data protection, disaster recovery, and network security. It needs to be tailored to a small business with less than 50 employees. - IT Policy: I require a thorough IT policy that aligns with best practices and the specific needs of my firm. Key Considerations: - My firm currently has 7 employees using Microsoft 365. There are basic existing IT infrastructure or policies in place. Hence, the BCP and IT policy should be designed from scratch. Ideal Skills: - Experience in creating BCPs and IT policies for financial companies. - Knowledge of data protect...

I require an expert in architectural design and construction to design and plan the install of a load-bearing beam. The beam is to span a length between 10 and 20 feet, critical to the support of a structure. Materials preference is wood, so familiarity or specialty with wooden structures is a must. To be successful, y...20 feet, critical to the support of a structure. Materials preference is wood, so familiarity or specialty with wooden structures is a must. To be successful, you must provide: - Expertise in structural integrity and architectural design. - Experience with wooden materials, especially load-bearing. - Detailed plan for the design, placement and install of the beam. Note the project phase does not involve installation. It is limited to professional advice and...

I need an experienced and detail-oriented finance report writer for my project. In this role, you will be responsible for compiling a comprehensive finance report. Your work will be essential for our financial decision-making and strategy development. Please apply only if you have relevant experience in financial reporting and analysis. Your attention to detail is crucial, as the accuracy of our financial data is paramount. Thank you.

I'm in need of a logo that can be effectively used for brand recognition, project a professional image, and support my marketing and advertising efforts. Key Requirements: - The design should be bold and vibrant, not too intricate but should make a striking impression. - I'm looking for a combination of text and icon in the logo, they should complement each other seamlessly. Ideal Freelancer: - Experience in creating corporate logos that are visually striking and effectively communicate brand message. - Proficiency in designing with a bold and vibrant style. - Ability to seamlessly blend text and icon in the design. Company name is "Versalife Advisors LLC" Inspired by the Deus Ex games. I'm not a douche, there won't be endless revisi...

Please Sign Up or Login to see details.

I'm looking for a content creator capable of producing engaging software tutorials and product demonstrations. The content should be designed for my website, combining videos and PDFs. The project is focused on: - Software tutorials: These should be clear, concise, and easy to follow. - Product demonstrations: These should be engaging, showcasing the software's features and benefits. The specific skills and expertise required for this project include: - Experience with software tutorials and product demonstrations - Proficiency in video editing and creation - The ability to translate complex information into easy-to-follow content - Attention to detail in creating visually engaging PDFs The tone of the content should be strictly e...

Job Title: Offshore Banking Specialist Responsibilities: • Consult on choosing a bank that meets the requirements of an offshore company. • Interact with banking and regulatory authorities in Seychelles. • Ensure the account opening process complies with international standards and legislation. Requirements: • Experience in the financial sector, preferably with offshore companies. • Knowledge of international banking legislation and practices. • Excellent communication skills and the ability to work in an international environment. • Proficiency in English at a high level.