Financial planning jobs

I need a talented designer to create a logo for my company, FinTech Fusion. FinTech Fusion is a financial technology company revolutionizing the world of banking and finance. We provide innovative solutions for digital payments, blockchain-based financial services, and AI-powered investment analysis. Our goal is to empower individuals and businesses to take control of their financial futures with secure and accessible technology. I want you to take full liberty and surprise me with the design, as I am open to all colors, and styles; be it modern, minimalist, or bold. Even though I didn't specify the emotions or feelings for this design, I tenaciously believe an intuitive designer like you will definitely know what's best for a FinTech company. Let's c...

...creative flair and extensive experience in creating engaging and high-quality content for our social media platforms. Key responsibilities: - Creating posts and videos for our Facebook, Instagram, and Twitter accounts. - Specifically targeting and tailoring the content towards retail investors, traders, and financial professionals. Ideal skills: - Content creation for social media: You'll need to be familiar with what type of content gains traction on these platforms. - Financial markets knowledge: A strong understanding of the CFDs Market is crucial to successfully engaging our target audience. - Creative mindset: Your creativity will be essential in crafting compelling content that stands out in the competitive investment realm. • To understand what type of...

...ever seen, using your skills to weave together on-the-beat music cuts and captivating visuals. Expectations: Daily Deliverables: We expect one video, approximately 2:30 in length, to be perfected and delivered daily. This pace requires not just skill but a creative mind that never sleeps. Budget Mastery: With a budget of $50 per video, your challenge is to produce exceptional work within these financial parameters, showcasing your ability to create high-quality content cost-effectively. Musical Precision: Your editing should be rhythmically aligned with the music, ensuring every cut, transition, and visual effect feels like a natural extension of the audio. Visual Spectacle: We seek stunning visuals that hold viewers spellbound. Your use of transitional effects, in particular, ...

I'm currently looking to establish an e-commerce website using Shopify or WordPress (most suitable for our requirement). Key functionalities needed include: - User registration and login - A comprehensive product listing - Secure payment system - Training videos - Financial calculators I'm looking for a skilled developer, ideally, with prior experience building e-commerce sites and a strong understanding of payment gateway integration. Proficiency in creating and integrating website features such as training videos and financial calculators will be an added advantage. The ideal freelancer should be able to ensure a smooth user experience from the login process to the checkout system. Creativity in service listing design is also highly desired.

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I'm searching for female writers based in Pakistan with expertise in business strategies. Your task will be creating informative, well-researched articles that will provide our audience with actionable insights. Although the tone style was glossed over, quality content and fact-based reporting should guide your writing. Skills & Experience: - Proven experience in business or financial writing - Broad knowledge of business strategies - Excellent research abilities - Strong writing skills in English - Ideally, the candidate should be a female writer based in Pakistan. Your perspective and inherent understanding of the local business landscape will be invaluable. This open slot is a profound opportunity to share your insight and simultaneously grow your portfolio. If enri...

...quality. - Our drive for innovation in the manufacturing sector. **Ideal Skills and Experience for the Freelancer:** - Strong connections with media outlets relevant to the manufacturing and business sectors. - Proven track record in PR with a focus on reputation management. - Excellent communication skills, both for crafting compelling press releases and for effective collaboration. - Strategic planning capabilities to ensure our news is published on platforms that align with our brand values. - Creativity in finding angles that will resonate with both our target market and a broader audience to maximize impact. This project represents an opportunity for a PR professional who can navigate the media landscape with finesomeness and deliver measurable improvements to our online p...

Need an expert to improve and complete the technical report **Skills and Experience:** - Experience with international accreditation processes. - Strategic planning and management expertise . - Strong research skills, with the ability to identify and align with accreditation standards relevant to diverse regions. - Excellent writing and documentation abilities, for preparing compelling cases for accreditation.

I am in need of a meticulous data entry exp...responsibilities include: - Extracting and capturing the transaction date and description - Recording the account balance after each transaction It is crucial that the freelancer has an eye for detail and is comfortable working with financial transactions. The data needs to be transferred accurately and meticulously without any losses or mistakes. Even though there is no specific format in the PDF that has to be maintained in the Excel file, fluency in Excel and skills in data organization will be beneficial for this task. Freelancers with prior experience in financial data entry, and those familiar with the ins-and-outs of bank statements will be preferred. Please ensure you can complete the task with precision and a high d...

I'm looking for a seasoned town planner who can provide insights into zoning regulations and land use assessments. This may be a one off or the beginning of a working relationship. What is important is accuracy and speed, as we need to understand what can be done on one particular site. Required Skills: - Experience in zoning regulations - Land use assessments - Understand suitability studies Your insights will shape my project.

...consolidation purposes. My aim is to streamline my financial commitments into a single, manageable loan. Here's what I'm looking for in detail: - **Purpose**: The loan will be used exclusively for consolidating my current debts into a single obligation, simplifying my financial situation and potentially securing a more favorable interest rate. - **Communication**: I prefer to be updated and discuss progress via phone calls. I find this method more direct and efficient for quick decision-making and clarifications. - **Timeline**: The ideal scenario would have the loan approved within a week. Speed is crucial, but without compromising on the thoroughness and proper handling of the application process. **Ideal Skills and Experience**: - Proficient in financial...

...create question banks and timed certification tests ● Configure pass criteria and policies – scores, attempts etc. ● Schedule and integrate tests with course progress ● Randomize questions and answers for each attempt ● Capture responses, mark correct answers and present scorecard ● Analytics into question performance to refine exams Technical Considerations Some aspects that would need planning from an architecture and technology perspective: ● Streaming media storage and CDN for course videos ● User authentication methods – via forms or third party integration ● Securing exam content from unauthorized access ● Scalable infrastructure to handle spikes in traffic ● Backup processes – for media assets and user generated data ● Responsiveness and mobi...

...real-time trading within the app. - Strong understanding of **UI/UX principles** for mobile apps, creating an intuitive and engaging user experience. - Familiarity with the submission process for both **Google Play Store and Apple App Store**, including any specific compliance requirements for crypto-related applications. - Previous experience with **financial or crypto app development** is highly desirable, showcasing the ability to handle sensitive financial transactions and information securely. This project is not just about coding an app; it's about creating a secure, user-friendly platform that can become an indispensable tool for cryptocurrency enthusiasts worldwide. If you're ready to take on a challenge that combines innovation, security, and usability,...

I'm launching a new startup and urgently require an experienced professional to underwrite a business loan I'm seeking. Key Responsibilities: • Review my startup's financial records and prepare an analysis for the loan application. • No specific financial documents are available at the moment, advising on which ones would be optimal for my situation is part of the job. Ideal Skills and Experience: • Prior experience in business loan underwriting, particularly with startups. • Strong financial analysis skills. • Knowledge in preparing necessary financial documents for underwriting. Your aptitude to act quickly and efficiently in this process will be greatly valued given my urgent need for the completion of this project...

I have just started a own firm after the job of 17 years in financial services in this new firm will do the service like fund syndication for SME, Home loan LAP this business we are looking a guy or team who can provide us reels & stickers time to time on ongoing events which we can use in a online marketing

...24 hours per month depending on amount of stores) Job Responsibilities: 1. Taking pictures within stores based on given store list and product line list (USA, depends on your locations) 2. Photo uploading, data entry and maintaining all critical path (use google photo) 3. To help with sample buying (demands can be quite irregular and urgent) Job Requirements: 1. Majors in marketing, product planning, design, statistics, etc., are preferred; 2. Familar with supermarkets, discount stores and high street fashion brands (Europe and America) 3. Experience in researching supermarkets, discount stores and high street fashion brands users (Europe and America), and priority for those with global trading, e-commerce or internet industry experience; 4. Fluent English listening, speaking...

...24 hours per month depending on amount of stores) Job Responsibilities: 1. Taking pictures within stores based on given store list and product line list (USA, depends on your locations) 2. Photo uploading, data entry and maintaining all critical path (use google photo) 3. To help with sample buying (demands can be quite irregular and urgent) Job Requirements: 1. Majors in marketing, product planning, design, statistics, etc., are preferred; 2. Familar with supermarkets, discount stores and high street fashion brands (Europe and America) 3. Experience in researching supermarkets, discount stores and high street fashion brands users (Europe and America), and priority for those with global trading, e-commerce or internet industry experience; 4. Fluent English listening, speaking...

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I'm in immediate need of a skilled AutoCAD draftsman, specialized in creating precise as-built (or as-graph) drafts. My project demands high accuracy and attention to detail, as we are working to document existing conditions of a structure precisely. This work will serve as a crucial foundation for future planning and alterations. **Key Requirements:** - Expertise in AutoCAD is non-negotiable. - Strong portfolio showing as-built or similar precision drafting projects. - Ability to work quickly without sacrificing quality, aiming for an immediate project start and swift turnaround. **Ideal Candidate Experience:** - Proven track record with drafting, with a focus on as-built documentation. - Solid understanding of building structures and the ability to interpret complex layouts...

...dynamic reports that can be customized according to their specific needs. Given the immediate requirement, efficiency and skill are paramount. **Key Requirements:** - **Development of a User-Friendly Interface:** The site must be easy to navigate, allowing users to effortlessly request and customize their reports. - **Dynamic Report Generation Capabilities:** While the specifics of the reports (financial, sales, analytics) were not defined, I require a flexible platform capable of handling various data types and generating reports accordingly. - **Rapid Development and Deployment:** Time is of the essence. I'm looking for someone who can efficiently tackle this project with both speed and quality in mind. **Ideal Candidate Should Have:** - Strong experience in web develo...

I’m seeking skilled professionals with a background in finance, financial engineering, or financial mathematics for a comprehensive project. This project demands a keen eye for detail and expertise in both finance and language to ensure accuracy and coherence in the translated materials. The primary goal is to adapt financial content into English, focusing extensively on documents exceeding 1000 words, for internal company use. Candidates must be adept in not just translating but also in reviewing and editing the translated documents to guarantee precision and readability. Ideal Skills and Experience: - Proficiency in financial terminology and concepts. - Fluent in English with strong translation skills. - Experience in document review and editing. - Able...

I'm looking to extend my...allowing for efficient storage arrangement while keeping it accessible and airy. Ideal Skills and Experience: 1. **Architectural Design**: Experience in designing traditional style extensions, understanding of proportions, materials, and details typical to the style. 2. **Storage Solutions**: Creative in proposing smart storage solutions that are practical and aesthetically pleasing. 3. **Project Planning**: Ability to plan the project from conceptualization to execution, ensuring all aspects meet the desired outcomes. I'm looking for a professional who can bring this vision to life, respecting the traditional aesthetics while providing a modern, functional storage space. If you have a portfolio that includes similar projects, please share it ...

...serene, personal haven with a focus on comfort and elegance. - **Full Floor Plan**: An overall design that seamlessly integrates all areas, enhancing the sense of space and flow. **Ideal Skills and Experience:** - Proven track record in residential interior design, specifically with modern aesthetics. - Strong portfolio showcasing innovative solutions and impeccable taste. - Expertise in space planning and furniture selection optimized for residential spaces. - Proficiency in design software (e.g., AutoCAD, SketchUp) for presenting accurate floor plans and 3D visualizations. - Effective communication skills to ensure my vision is understood and brought to life with precision. This project is not just about updating the look; it's about creating a space that feels both refr...

I'm embarking on an exciting project to develop a travel module for a Flutter app, addressing key functionalities that are essential for my users. With a focus on flight booking and hotel reservations, this project aims to streamline the travel planning process, making it more efficient and user-friendly. Here are the core requirements and ideal qualifications for freelancers interested in bidding on this project: **Core functionality:** - **Flight Booking:** Enable users to search, compare, and book flights. Integration with major airlines' APIs for real-time data is crucial. - **Hotel Reservation:** Allow users to find, compare, and book hotels. Should include pictures, reviews, and price comparison features. **Ideal Skills and Experience:** - **Flutter:** Extensive ex...

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I am seeking an experienced Power BI analyst to help me derive actionable insights from data. Your task will be to create bar charts, pie charts, and line graphs that accurately depict the current state of my business. Ideal Skills: - Strong BI experience with a focus on Power BI - Ability to draw meaningful interpretations from raw customer and financial data - Experience creating a variety of visualization formats i.e., bar charts, pie charts, and line graphs.

...various data types using Power BI. My project involves working with bank, financial, and customer data to create informative visuals that can drive decision-making. The goal is to represent this data through charts, graphs, dashboards, and maps and report it. **Requirements:** - Create visually appealing and insightful charts, graphs, and maps. - Develop comprehensive dashboards that provide a deep dive into our banking, financial, and customer data. - The data's current state is unclear, so assistance in preparation and structuring for analysis might be necessary. **Ideal Skills and Experience:** - Proficiency in Power BI, including data modeling, DAX, and report development. - Experience in handling sales, financial, and customer data. - Strong analytical...

...restaurants and supermarkets. **Ideal Skills and Experience:** Freelancers bidding on this project should have: - Experience in drafting business plans for diverse service-oriented businesses. - Knowledge of the education sector, particularly Malaysian curriculum, is an advantage. - Proficiency in market analysis, especially in identifying target demographics and untapped market opportunities. - Financial planning expertise to estimate startup costs, operational expenses, and project revenue streams. - Ability to articulate strategies for marketing, operations, and growth. The demographic is in a busy neighborhood which is Petaling Jaya, Selangor, Malaysia. Your documents and data should be prepared based on this location. In summary, the business plan should serve as ...

I'm seeking a skilled freelancer to create a Google Apps Script that connects Google Sheets with Coinbase, focusing on real-time cryptocurrency portfo...portfolio data in a Google Sheet automatically. - Design the script to be flexible for future feature additions or modifications. **Ideal Skills and Experience:** - Proficient in Google Apps Script. - Experience with API integration, specifically Coinbase API. - Knowledge in handling real-time data updates within Google Sheets. - Understanding of cryptocurrency market fundamentals. - Prior work on financial monitoring tools is a plus. This project is perfect for someone who is detail-oriented, has a strong background in software development, particularly with Google Apps Scripts, and possesses a deep understanding of cryptocu...

...can articulate the business vision, market potential, and financial forecasts compellingly. - Knowledge of potential grant sources that align with energy sector start-ups. **Grant Proposal Objectives:** - **Introduction of the Business Idea:** Clearly articulate the concept behind the LPG start-up, highlighting the innovation and its potential impact on the market. - **Market Analysis:** Provide a detailed analysis of the current LPG market, identifying gaps and opportunities that the start-up will address. - **Use of Funds:** Itemize start-up expenses that the grant will cover, including but not limited to, equipment purchase, licensing, initial inventory, and marketing. - **Financial Projections:** Offer realistic financial forecasts that underline the pro...

I'm seeking a skilled freelancer to create a Google Apps Script that connects Google Sheets with Coinbase, focusing on real-time cryptocurrency portfo...portfolio data in a Google Sheet automatically. - Design the script to be flexible for future feature additions or modifications. **Ideal Skills and Experience:** - Proficient in Google Apps Script. - Experience with API integration, specifically Coinbase API. - Knowledge in handling real-time data updates within Google Sheets. - Understanding of cryptocurrency market fundamentals. - Prior work on financial monitoring tools is a plus. This project is perfect for someone who is detail-oriented, has a strong background in software development, particularly with Google Apps Scripts, and possesses a deep understanding of cryptocu...

...informative SEO-optimized blog post that provides a comprehensive review of money apps suitable for kids and teens. The article should not only enlighten parents about these apps' content but also help them understand the benefits of managing their child's financial learning. Key Aspects to Address: - Overview of child-friendly money apps - Unique Insights on these apps - How these apps complement financial learning for kids and teens - SEO integration with relevant keywords Ideal Candidate Skills: - Strong SEO writing skills - Knowledge of financial apps - Ability to engage a parent-focused audience - Experience in educational technology writing I'm looking forward to your proposals that reflect an understanding of the subject matter and demonst...

Do you know what PE, HF, AMC means? I'm looking for presentations in financial places. They aren't the easiest to find. You have to search in 500 page board papers to get. I have done what you need to do a few times so I can show you how to find i in most cases. This isn't simple if you don't have some finance knowledge already. There is no urgent deadline. And if you are a finance nerd, I will have other things you can help me with.

I am currently looking for an expert to design a compelling pitch deck for my manufacturing startup. The...and experience: - Proven experience in creating efficient pitch decks - Strong knowledge of investor-focused communication - Understanding of the manufacturing sector - Ability to effectively convey our business concept and financial needs The pitch deck should: - Clearly illustrate the business model - Demonstrate the growth potential in the manufacturing sector - Succinctly communicate our financing requirements - Capture the future financial forecasts and risk analysis You'll be provided with all the necessary information regarding the business plan and financial projections. Your role will be to organize the data into an engaging presentation. I lo...

...trials and business financial mismanagement, I am taking a proactive step towards recovery and stability. My business, GetGas, has been operational and profitable for over 15 years. However, recent years have seen a deviation from prudent financial management, leading us into less secure territory. I am in search of a financial expert or accountant with a strong background in developing effective financial recovery plans. The goal is to steer my business out of the red zone and ensure a future where both my family's and employees' security is no longer at risk. I acknowledge past decisions may not have been the most strategic, emphasizing the need for professional guidance to correct the course. The ideal candidate will have experience in: Fin...

I require a PHP and MySQL script to thoroughly manage and automate the different aspects of debt negotiations: Debt Negotiating PHP and MySQL script 1. Multi-User with PayPal and Credit Card Subscriptions with 6 Levels with minmum and maxium abilties, and set terms by monthly, yearly, and subscription prices. 2. Must be...template. 8. Completion within 2 weeks, Milestones for *** COMPLETED WORK ONLY. *** I DO NOT ACCEPT PLACEHOLDER BIDS, YOUR PROPOSAL MUST BE COMPLETE. *** PLEASE DO NOT ASK THE ALOTTED TIME OR BUDGET. ***TtHANK YOU Ideal freelancers for this job will have excellent skills and experience in PHP and MySQL, with a portfolio demonstrating successful scripts with similar functionality. Familiarity with financial systems or a background in finance would be a signifi...

For the sale of my high-value property (over $8,000,000), I seek an expert to help maximize tax deductions and explore tax planning strategies. Your role will involve forming a robust tax plan that focuses on reducing my taxable income. Key Responsibilities: - Maximizing tax deduction opportunities for my property sale - Implementing comprehensive tax planning strategies Ideal Skills and Experience: - A deep understanding of tax laws, particularly related to capital gains, in the UK - Proven experience in tax planning for high-value property sales - Exceptional analytical expertise to effectively maximize deductions.

...Responsibilities: - Develop an AI function to identify and highlight financial figures and relevant dates from PDFs. - Ensure the AI system can aptly record the values linked to the highlighted figures and dates. Desirable Skills: - Proficiency in AI Programming - Experience in Data Extraction from PDFs - Knowledge and experience in Financial Document Analysis Ideally, you will also be equipped to provide guidance on the best software environment for this AI functionality - whether Cloud-based, Local machine, or On-premises server. Your input will be deeply valued in this regard to ensure optimal functioning of the AI system. To reemphasize, the goal is to develop an AI-driven system to streamline data collection from financial documents, enhancing efficiency ...

Bloom is an investing and financial education app. We are looking for someone to provide customer service through email support, live chat support, and text messaging, ensuring responses are provided within a very tight timeframe of 30 minutes. The ideal candidate will be proficient with Intercom, as this is our chosen platform for managing customer interactions. **Requirements:** - Excellent written communication skills - Ability to respond promptly within an hour - Experience with Intercom - Proficiency in handling email and live chat support - Ability to provide friendly, efficient service **Ideal Skills:** - Customer service experience - Strong problem-solving skills - Ability to multitask and manage high volumes of enquiries **Responsibilities:** - Managing incoming cust...

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We would like to have a financial projection created: Industry: Auto sales and service (services like ceramic coating, PPF, Tint, detailing) 5 Years projection Must include: Opening balance sheet, balance sheet, financial indicators with full details, revenue forecast, direct cost, break even analysis,pro forma income statement,gross margin and profit, cash flow with details, Check example in this bsuiness plan projection: Information such as services, number of services and sales, service amount, cost of sales, employee salary , rent ,expenses will be provided. SEND ME YOUR BEST OFFER ,MUST BE COMPLETED IN 5 DAYS

Seeking an experienced individual accountant proficient in Xero to provide tax preparation and financial advising services for a self-employed client. Ideal Skills and Experience: - Significant experience in tax preparation - Proficient in financial advising - Must be well versed with Xero accounting software Responsibilities: - Ensure accurate and timely tax filing - Provide financial advice for maximizing savings and minimizing tax liability This role is ideal for a dedicated, detail-oriented individual keen on helping to maintain financial health for self-employed individuals.

My productivity app is designed primarily around finance and personal economy. It is aimed at a broad spectrum of users - those between the age of 18 and 60. I'm interested in not only getting the app published on the App Store, but also achieving a top-notch rating. The perfect candidate for this project would have experience in: - Marketing strategies specifically tailored towards boosting visibility on the App Store - Understanding of the finance and personal economy sector - Proven record of targeting a broad age demographic (18-60) - Delivering stellar ratings for apps they have worked on If you a have thorough understanding of the App Store ecosystem, and proven strategies to cut through the noise and get an app noticed, please bid. A solid background in promoting productivit...

...algorithmic APIs to deliver financial services. **Core Requirements:** - Development of a web application from the ground up. - Integration of financial reporting including performance metrics and risk analysis. - Implementation of real-time update functionality for financial data. - Use of React for creating a responsive and interactive user interface. - Application of Python for backend development, especially for handling API requests and data processing. **Ideal Skills and Experience:** - Strong proficiency in React and Python. - Solid understanding of fintech or financial services. - Experience with financial APIs and real-time data processing. - Knowledge in creating secure, scalable web applications. - Ability to implement complex algorithms t...

...Customized layout design, furnishings, color schemes and lighting for the living room, kitchen, and bedroom - Modern architectural style incorporated into the home design • Ideal Skills and Experience: - Previous work on large home customization - Deep understanding of modern architectural aesthetics - Interior design experience with a clear demonstration of modern styles - Exceptional space planning ability...

I'm looking for someone highly skilled in JavaScript to build an efficient API for my project. The API will need to: - Integrate with Angel Smart Api, WebSocket, and Nodejs, allowing for real-time market data streaming, historical data retrieval, and feed data subscription. - Be capable of successfully gathering, interpreting and transmitting complex market data. Experience with financial or market data would be beneficial but is not required. Bridging the gap between data sources and project use is critical, so strong problem-solving abilities and a good understanding of API development are a must. You should have a proven track record of building reliable, efficient, and scalable APIs using JavaScript. Please ensure your bid includes relevant examples of your previous work ...

I'...development with experience in creating data-driven platforms. - Expertise in integrating financial data and creating dynamic, interactive charts and tables. - Knowledge of trading metrics and principles to accurately represent trading data. - Strong analytical skills to implement the calculation of statistics like average return, max drawdown, etc. - Experience with data security, ensuring sensitive financial information is securely handled and displayed. - Ability to work closely with me to refine the website according to specific requirements and feedback. This project requires someone who not only has the technical skills to implement the features above but also a basic understanding of trading and financial markets to ensure the information is presented...

We are seeking a proficient and meticulous data scraper to extract product details, pricing information, and photos from a large-scale ecommerce site, with over 500 unique products. The extracted data will form the bedrock of our market analysis and strategic planning. Key tasks will include: - Scrape and organize product details - Extract and catalogue pricing information - Successfully download high-quality product photos Ideally, the successful freelancer will have: - Proven experience in large-scale data scraping projects - An adept understanding of ecommerce platforms - Exceptional attention to detail - Respect for given timelines - Effective communication skills Please note, our project involves a site with no stated restrictions on data scraping activities. Be prepared ...

I'm in need of a civil engineer who can tackle a variety of tasks. While I've been unable to detail the specificities of the work, a well-rounded engineer comfortable with structural analysis, project planning and management, and construction supervision would be ideal. - Skills and Experience: Civil engineering expertise, project management, construction oversight experience. - Application Requirements: There was no specific request for application details, however a selection of past work, your experience, and detailed project proposals might strengthen your application. - Project Type: Again, the type of project wasn't specified, but versatility will be key. Any project could range from building construction, to road infrastructure, or water supply and sanitation....

I'm looking for an experienced wedding planner who specializes in classical themes. Conceiving a wedding with less than 50 guests, I require help with: - Venue Selection: choose an intimate space that can comfortably accommodate my guests and a...an experienced wedding planner who specializes in classical themes. Conceiving a wedding with less than 50 guests, I require help with: - Venue Selection: choose an intimate space that can comfortably accommodate my guests and aligns with our classical theme. - Decoration Planning: devise a decor plan that will amplify the elegance of a classical-themed wedding. - Vendor Management: coordinate with all vendors to ensure seamless execution. Skills and experience in classical wedding styles and small-scale event planning will ...