Financial Planning Jobs

We are looking for a dedicated accountant for a work-from-home role involving accounting entries and reconciliation tasks. The role offers flexible work based on workload and provides exposure to practical accounting processes. Ideal for candidates with basic accounting knowledge who are detail-oriented and reliable.

I need an expert to help with budgeting and forecasting, specifically focusing on cash flow statements. Key Tasks: - Develop a comprehensive cash flow statement and pricing model - Assist in budgeting and forecasting Ideal Candidate Should Have: - Strong finance background - Experience with cash flow statements - Ability to deliver ASAP

I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

I'm seeking a skilled financial analyst to improve and rewrite our current financial spreadsheet for our dairy farm. The new system should better align with our long-term business goals. Key improvements needed: - Expense tracking - Revenue and income management - Cash flow monitoring Additionally, I need the ability to generate: - Profit and loss statements - Financial projections Experience with agricultural finance and advanced spreadsheet skills is ideal.

I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

I need a thorough, side-by-side evaluation of Company A and Company B, both operating in the finance sector. The work centres on three core documents you will source and analyse: the balance sheet, the income (profit & loss) statement, and the cash-flow statement for the most recent three years. Once the data are clean and organised, calculate the full suite of profitability and solvency ratios—gross margin, ROA, ROE, debt-to-equity, interest-coverage, and any other industry-standard metrics you consider essential for a credible picture of risk and return. If you spot a liquidity indicator that adds real insight, flag it; we can decide together whether to include it in the final cut. Interpret the figures in plain language, highlighting trends, year-on-year movements, and any r...

I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

I need EIN number for two US companies recently incorporated. The owners are foreigners and don't have SSN or ITIN. We need the EIN filed with IRS as foreign individuals without SSN for opening bank accounts. Please only bid if you have relevant experience and if you can get this done for us effortlessly. The application needs to get through without being rejected so experience is a must.

I have a set of source documents that contain both narrative details and numeric figures, all of which must be transcribed into a Google Sheets workbook designed for ongoing financial tracking. Every row will hold mixed data—descriptive text in some columns, numbers in others—so accuracy on both fronts is critical. Beyond clean data entry, the sheet must automatically calculate key performance indicators using the built-in IRR and NPV functions. Once the records are in place I should be able to adjust any cash-flow figure and see the updated returns instantly, so please structure the worksheet with clear cash-in, cash-out and date columns linked to those formulas. Deliverables • Fully populated Google Sheets file with all source data entered exactly as provided &bull...

My current earnings no longer cover the goals I have set for myself, so I want a clear and realistic strategy that shows exactly how to raise my monthly income and build long-term financial stability. Here’s what I need from you: • A concise assessment of my present financial position based on the information I will supply (income streams, expenses, debts, and any assets). • A step-by-step plan outlining practical ways to boost revenue—whether through side hustles, small-business ideas, or passive investment vehicles—plus an estimated timeline and projected results for each action. • Simple budgeting and expense-control techniques I can implement immediately to free up additional cash for growth. • A list of recommended tools, platforms, or r...

I need help opening a personal European account that will reliably receive payments in EUR and let me cash the funds out without friction. Business or joint options are not what I’m after; the solution has to be strictly in my own name and fully compliant with EU banking and KYC rules. Guide me through every step, from choosing the right bank or licensed fintech to submitting documents and passing verification. Your experience with SEPA-enabled providers, online onboarding, and non-resident or cross-border scenarios will be essential, as I want the account live and ready to accept incoming EUR transfers quickly. Deliverables (all required for project completion): • Shortlist of suitable banks/fintech platforms with pros and cons • Clear checklist of documents, forms, ...

I need legal assistance for selling real estate on behalf of a person in nursing care, managed by their medical Power of Attorney. Key Tasks: - Ensure compliance with all relevant regulations - Navigate distribution of sale funds according to POA guidelines Ideal Skills: - Real estate law expertise - Experience with Power of Attorney transactions - Knowledge of local and healthcare regulations Looking for someone to ensure a smooth and compliant sale process. I am medical poa and will beneficiary for my ex wife who is in nursing care with dementia in NC and i live in Fl ...when i sell the house my question is concerning the proceeds from sale. I have invested significant funds making the payments on the house and keeping it from forclosure. Can those funds be reimbursed from the sal...

I need a credit-repair professional who can secure full deletions— not just status updates—of charge-offs, collections, and several student-loan entries that still appear on my reports with Equifax, Experian, and TransUnion. My sole goal is to eliminate every one of these negative lines so the reports come back clean. You will be responsible for drafting and sending persuasive dispute packages, tracking bureau responses, and following through until written confirmation of each removal is obtained. Techniques must comply with FCRA and all relevant regulations; I am not interested in shortcuts that risk re-reporting or legal issues down the line. To keep things clear, the engagement is complete when I receive: • Updated credit reports from all three bureaus showing the tar...

Looking for a qualified Turkish accountant (SMMM) with experience in international tax and the UK-Turkey Double Taxation Treaty (1988). Services needed: - Advice on how UK Limited Company income is treated under Turkish tax law - Guidance on UK-Turkey double taxation treaty application - Annual Turkish tax return filing for foreign company income - Advice on tax-efficient ways to extract income from a UK Ltd (salary vs dividends) Please only apply if you: - Are a qualified SMMM or CPA - Have handled UK-Turkey international tax cases before

I need a credit-repair professional who can secure full deletions— not just status updates—of charge-offs, collections, and several student-loan entries that still appear on my reports with Equifax, Experian, and TransUnion. My sole goal is to eliminate every one of these negative lines so the reports come back clean. You will be responsible for drafting and sending persuasive dispute packages, tracking bureau responses, and following through until written confirmation of each removal is obtained. Techniques must comply with FCRA and all relevant regulations; I am not interested in shortcuts that risk re-reporting or legal issues down the line. To keep things clear, the engagement is complete when I receive: • Updated credit reports from all three bureaus showing the tar...

I need an experienced internal auditor who can dive into our finance function and give me a clear, actionable picture of where we stand. The assignment centres on financial compliance and must cover three critical areas I listed: Pelaporan Keuangan (financial reporting accuracy and timeliness), Identifikais Kecurangan (potential fraud indicators), and Perbaikan SOP Keuangan (updating our finance SOPs so they actually work in practice). Here is what I expect: • A concise audit plan outlining scope, sampling, and key milestones before fieldwork begins. • Fieldwork that tests controls, traces transactions, and benchmarks our current practices against relevant standards (IFRS, local tax rules, internal policy). • A written audit report that grades each finding by risk leve...

Banka ödemelerimi sorunsuz ve zamanında yapabilmek için deneyimli bir uzmandan destek arıyorum. Özellikle “Banka odemesi” kapsamında, para transferi işlemlerimi EFT/Havale yöntemiyle yürütmek istiyorum. Beklentilerim • Düzenli ve tek seferlik EFT/Havale işlemlerinin doğru alıcı bilgileriyle hazırlanması • İşlem limitleri, cut-off saatleri ve masraf tipleri konusunda yol gösterme • Transfer talimatlarının bankacılık paneline eksiksiz girilmesi, dekontların arşivlenmesi • Olası hata veya iade durumlarında bankayla iletişim ve sorunun hızla çözülmesi Tercihen internet bankacılığı ve mobil bankacılık arayüzlerine hâkim olmanız, güvenlik prosedürlerine (2FA, OTP vb.) alışık ...

Saya mencari mentor yang dapat memberikan bimbingan keuangan, khususnya di area investasi dan tabungan, dengan penekanan utama pada investasi saham. Tujuan saya sederhana: memperbaiki kondisi ekonomi keluarga melalui keputusan investasi yang lebih cerdas dan terarah. Ruang lingkup yang saya butuhkan: • Penjelasan dasar-dasar pasar saham dan cara kerjanya di Indonesia. • Bantuan menyusun strategi investasi sederhana yang sesuai dengan profil risiko keluarga saya. • Panduan memilih platform sekuritas, membuka akun, serta langkah praktis membeli dan menjual saham. • Rekomendasi cara memantau portofolio, menilai kinerja, dan menyesuaikan alokasi secara berkala. • Sesi tanya jawab terjadwal untuk memastikan saya memahami setiap langkah sebelum mempraktikkannya....

Necesito poner en orden tanto mi contabilidad personal como la de un pequeño emprendimiento que estoy desarrollando. El objetivo es consolidar la información de ingresos y egresos, preparar las declaraciones de renta y generar certificaciones de ingresos, todo acompañado de una asesoría fiscal que me permita cumplir con las obligaciones tributarias sin contratiempos. Alcance del trabajo • Levantar y clasificar los movimientos bancarios y de efectivo. • Diseñar un esquema de cuentas claro que separe lo personal de lo empresarial. • Elaborar declaraciones de renta actualizadas y listas para presentación. • Emitir certificaciones de ingresos cuando las solicite una entidad externa. • Brindar orientación fiscal so...

Saya mencari ahli keuangan yang dapat membantu saya menambah uang jajan melalui konsultasi keuangan terarah. Fokus utamanya adalah: • Menyusun portofolio investasi sederhana yang mudah dipahami oleh investor pemula seperti saya. • Memberikan panduan langkah-demi-langkah tentang cara memulai, menambah dana, serta menyeimbangkan portofolio agar risiko tetap terkontrol. • Menjelaskan cara memantau kinerja portofolio menggunakan alat pelacakan gratis atau berbiaya rendah. • Menjawab pertanyaan ad-hoc seputar strategi menabung, alokasi aset, dan kebiasaan finansial harian yang mendukung pertumbuhan dana. Saya menginginkan pendekatan praktis—bukan teori rumit—dengan contoh nyata dan rekomendasi produk yang relevan di pasar Indonesia. Sesi dapat dilakukan s...