Personal financial advisor jobs
I'm looking for an experienced management accountant to help with various accounting tasks. MUST HAVE - qualified chartered accountant - minimum 10 years experience Key Responsibilities: - Financial Reporting: I need assistance in preparing detailed financial reports to ensure we have a clear picture of our financial standing. - Budget Forecasting: You'll be responsible for creating a reliable budget forecast to assist in our financial planning and decision-making processes. - Tax Preparation: I require support in preparing and filing taxes for the company to ensure compliance and minimize our tax burden. - UK Company Secretary: Knowledge of UK company laws and regulations is crucial in this role. You'll be responsible for ensuring we are comp...
Want to build a specialized CRM system for a motor car dealership. The dealership will use it for customer communications and to personalise customers experience. It will collect/record sales data as well as customer information and serve as a repository of data for salesman to use to be able to upsell to customers, be notified about personal milestones and celebrations as well as track communications and provide notifications. Further information on the project will be sent as a freelancer is chosen. Please read brief and only bid if your amount fits with my budget.
...to help create a detailed business strategy for my upcoming baby milk infant formula brand in Saudi Arabia. I'm targeting a wide range of age groups, from newborns to toddlers, including specialty formula. Key Elements: - **Market Analysis**: This should outline the current market situation in Saudi Arabia, including competitors, market size, and trends. - **Financial Projections**: The business plan should include detailed financial projections over the next 3 years. This will be crucial for securing investments and planning our growth. - **Marketing Strategy**: I need a comprehensive marketing plan that will help us effectively reach our target audience in Saudi Arabia. - **Pricing Structure Strategy**: Your expertise in developing competitive pricing strategies wi...
...create a visually appealing and impactful presentation to showcase my career accomplishments. I already have all the essential data ready, and I'm looking to convey the following: - My professional journey, including accomplishments, lessons learned, and personal development. - Specific results from my work, both before and after certain milestones. Here are some key details you should consider: - The presentation should be concise and to the point, with the goal of promoting my career. - I aim to use this presentation for both personal promotion and interview purposes. The ideal freelancer for this job should be proficient in: - Crafting engaging presentations, with a good understanding of narrative and visual elements. - Using MS PowerPoint or similar tools to ...
...flow updates to the users. Key Functionalities: - Real-time Cash Flow Updates: The tool should be able to provide real-time monitoring and reporting of cash flow changes. User Data Input: - Integrating with Accounting Software: The tool should allow users to input their financial data by directly integrating with their existing accounting software like quickbooks. Ideal Skills: - Proficiency in SaaS tool development using a no code tool flutterflow - Experience with real-time data processing - Previous work on financial reporting tools - Familiarity with integrating systems with accounting software User journey - Register with Google account - link with accounting platform like Quickbooks (1 click integration) - Extract data and save the data in AWS securely - Do ...
...topics covering Success and goal setting, Overcoming obstacles, Personal development, and business case studies. Key deliverables and requirements include: - Creating 5-10 minutes long scripts for each video - Ensuring the content is engaging, inspirational, and aligned with the motivational theme - Researching and incorporating insights related to success, goal setting, personal development, and business case studies into the scripts. Ideal candidates should have: - Proven experience in scriptwriting for YouTube, preferably within the motivational or self-improvement genre. - Strong understanding of what makes content engaging and shareable on YouTube. - Familiarity with Success and goal setting, Overcoming obstacles, Personal development, and business case stud...
Hi, for my final year BCom project, I seek an intern well-versed in analyzing mixed data. Key Duties: Merchant personal information, Profit and loss account, labours fees, Other expenses, Store Images, ? - Deep-dive data analysis - Generating actionable insights from mixed qualitative and quantitative data About You: - Proficient in data analysis techniques - Experience or interest in marketing - Excellent report writing skills Should you possess relevant skills in these areas, your assistance will prove invaluable in my project.
I need an entry-level appointment setter to help with my financial services. The main tasks will be: - Interacting through Linkedin - Targeting clients within the financial services industry I require an individual that is: - Able to communicate effectively - Proficient in email and online chat via LinkedIn - Detail-oriented and able to maintain proper documentation - Enthusiastic and eager to learn Please provide examples of work in this field and success
I'm looking for a voice recording of 2.5 hours to be used for a personal project. This project is for a radio show, so high-quality is crucial. Only native American English accents will be considered. Ideal Freelancer: - Native American English speaker - Experience in voice recording - Understands the nuances of radio shows Data type: long audio conversation Data format: 48k 16bit two single sides + mixed (at least 32K) Content: You need to communicate around the 6 topics given, 25 minutes for each topic Male to female ratio requirement: one to one (adults over 18 years old) Number of people: 100 people in total (the specific amount depends on the allocation) Delivery documents: 1) Recording file: audio requires 16bit 48000hz 2) Zoom settings, one mix + two mono channels ...
...important financial information that needs to be accurately translated for business purposes. Project Details: Document Length: The balance sheet consists of 38 pages. Deadline: The translation must be completed by next week, asap. Expertise Required: I prefer a translator who has experience in financial or business translation, particularly with balance sheets. Technical Terminology: The balance sheet may contain technical financial terminology, so familiarity with such terminology is essential. Requirements: Experience: Please provide evidence of past translation work, particularly in the financial or business sector. Accuracy: The translated document must accurately convey the meaning and details of the original Italian balance sheet. Confidentiality: ...
I'm looking for a skilled blogger who can help me create engaging and visually appealing content focused on fashion and style. The content will be published primarily on my personal blog site. Key Responsibilities: - Create compelling blog posts related to fashion - Ensure the content is not only well-written but also visually engaging - Help me maintain a consistent weekly posting schedule Ideal Skills and Experience: - Proven experience in fashion and style blogging - Strong writing skills with a flair for engaging content - Ability to create visually appealing content - Familiarity with personal blog platforms Time commitment: Weekly.
...create a dynamic dashboard that tracks and compares planned project dates versus actual dates. The objective is to offer a detailed analysis of project progress, identify potential delays, and assess overall performance. • The ideal candidate should have solid PowerBI experience and a deep understanding of project management metrics. • A clear understanding of analyzing sales, customer, and financial data is needed. • Knowledge of trends and forecasting based on historical data would be advantageous. • The dashboard should be capable of refreshing and updating on a weekly basis to track the ongoing progress. The aim is not just to create a dashboard but to provide a tool that enhances our decision-making process based on quantifiable data. PowerBI experts ...
I need a detail-oriented professional to help with my bookkeeping and prepare financial statements using Excel. Key Responsibilities: - Regularly update my Excel spreadsheets with day-to-day transactions - Prepare monthly financial statements for my business Ideal Skills & Experience: - Strong Excel skills, including advanced functions and formulas - Experience in bookkeeping and financial statement preparation - Attention to detail and a good understanding of accounting principles Please note: - The role is likely to require around 10 hours of work per month - I may consider transitioning to a more robust accounting software in the future, so experience with QuickBooks or Xero would be a plus.
I am in urgent need of an expert who can both monetise my personal Facebook page and create a new business page that can also be monetised. The primary objective of this project is to gain enhanced traffic and visibility. As such, freelancers with a profound background in social media marketing, Facebook Ads, and a keen understanding of best practices for monetising Facebook pages will find themselves best suited for the job. To make your application stand out, please include: - Details of your experience, especially in relation to Facebook page monetisation, and business page creation. - Your strategy to drive increased traffic and visibility to both the personal and business page. - Any testimonials or success stories from past similar projects. I look forward to eva...
I'm looking for a talented designer who can create a minimalist logo for a cafe. The design needs to be clean, modern, and importantly, it must be in a black and white color palette. I would also be interested in a simple website to be created. Nothing ov...and Beverage industry - Strong skills in color theory, specifically black and white palettes Experience: - Previous experience designing minimalist logos - Knowledge of the Food and Beverage industry - Portfolio showcasing black and white design work By applying to this project, it's understood that you're comfortable with these requirements and believe this project aligns nicely with your personal design style. The end result should be a sleek, minimalist, black and white logo that captures the spirit of the Fo...
As a growing business, I need a finance and accounting expert to assist me in streamlining our financial processes and managing our budget. Key Responsibilities: - Streamlining Financial Processes: I'm looking for someone who can review our current processes and suggest improvements. You should have experience in implementing efficient financial workflows. - Analyzing Financial Data: You'll be responsible for analyzing our financial data, looking for trends, discrepancies, or areas of improvement. Being able to provide recommendations based on this analysis is essential. - Creating Accurate Financial Reports: You'll be expected to prepare financial statements and reports that are accurate and easy to understand, helping me ma...
...features relevant to their roles within the company assigned by administrators and can view dashboards, Statistics and data access based on role privileges. Adaptive Employee Management: - Provide flexibility in employee profile fields, allowing administrators to customize add/remove fields such as contact information, job history based on the company's specific needs and Enable employees to update personal information like contact details or emergency contacts. - Store and organize employee documents, contracts, policies in database and Display for compliance purposes. Flexible Leave Management: - Allow administrators to configure various leave types such as vacation, sick leave, and bereavement leave to accommodate different company policies. - Provide functionalities f...
I'm looking for a freelancer who can help me create a professional and visually appealing curriculum vitae (CV) in PDF format. Key Requirements: - The CV must be designed in a professional style. - It should include key sections such as work experience and education, skills and certifications, personal projects and languages spoken. - The design should be visually appealing and easy to read. Ideal Skills and Experience: - Proven experience in creating professional CVs. - Proficiency in graphic design and layout. - Strong writing and editing skills. - Ability to incorporate and organize various sections effectively. It is critical to have the CV designed in a manner that is visually engaging, whilst maintaining a professional aesthetic.
I need a proficient video editor who can deliver professional editing. This includes aspects of storytelling, advanced color grading, and sound design. The result I'm aiming for is a personal use video in a vlog style. Required expertise: - Advanced video editing skills - Familiar with vlog style editing - Proficient in storytelling, color grading, and sound design Ideally, you'll have a portfolio of vlogs or similar style videos that you've edited in the past. I'm looking forward to seeing how you can turn my footage into a coherent and engaging personal video.
I am in need of an expert in Nodejs, nginx reverse proxy, and bash scripts for a personal project. This personal project is focused on web scraping. The successful candidate will be tasked with scraping product information, news articles, and social media data. Exemplary knowledge of proxifying requests through nginx and formatting bash scripts that interact with Nodejs applications is a requisite. Mandatory Skills and Experience: - Advanced proficiency in Nodejs - Extensive experience with nginx reverse proxy - Expertise in formatting bash scripts - Proven experience in web scraping, with emphasis on scraping product info, news articles, and social media data The ideal candidate must be able to present a portfolio demonstrating their competence in web scraping using te...
Looking for someone to gather public email address of recruiters in Linkedin/Indeed/Glassdoor. Need to find the name of the recruiter, company name and their valid email address. Key Responsibilities: - Need to be Linkedin Sales Navigator Please note, strict confidentiality of all personal information provided is imperative.
I need someone skilled in Photoshop for a personal project. The task primarily involves removing an existing background from an image and replacing it with another, which I already have at hand. In light of the nature of the project, I'm looking for: - A professional with a knack for image editing, specifically in Photoshop. - Experience with background removal and image replacement. - Ability to work with diligence and sensitivity, as the final product is for personal use. - Great attention to detail and creative adaptability to enhance the overall image aesthetic. If you align with these skills and can deliver high-quality results, please bid!
"Logan Legacy Enterprises" I am currently looking for an experienced graphic designer who can create a strikingly bold yet professional logo for my financial firm. With no specific design ideas in mind, I am completely open and eager to collaborate on unique concepts that will capture the essence of the brand. Ideal Designer: - Proven graphic design experience, particularly in logo development - Creativity and strong portfolio in design - Excellent communication and interpretation skills Style: - The style should be professional and bold. I seek to balance modern elegance with a commanding presence in the market. Color Palette: - The primary colors for the logo should be blue and black. A good understanding of color theory and the ability to provide suggestions for co...
...or iDeal (like Mollie). 6. After payment, the service provider receives an automatically generated invoice. This invoice is sent by email and available for download in the application. 7. Now, the service provider can contact the requestor and discuss the quotation request in detail. They can contact each other by email, phone or in person. The objective of the platform is to enable direct and personal contact between the service provider and requestor. 8. After this contact, the service provider uploads their quotation to our platform and the requestor is notified by email and through the platform. 9. The requestor can review and mark each quotation on various criteria and can select the winning quotation. All service providers are notified about this outcome: rejected or accept...
I'm in need of an expert who can develop a risk assessment model for Cmbs SASB. ...main goal of this project is to identify and analyze risks associated with my investments. Key Project Details: - The primary focus will be creating a risk model for Cmbs SASB. - I will provide third-party analytics data which you will need to integrate into the model. - The development and implementation of this model will be done using Excel. Ideal Candidate: - Prior experience in financial risk assessment, ideally involving Cmbs SASB. - Proficiency in Excel is a must, as this will be the main tool for developing the model. Please provide any relevant past work or experience that you think aligns well with this project. We can discuss further details and expectations once we est...
2 data gathering and 3 dynamic excel model and part 6 evaluation performant and learning have a second excel with ways to improve
I'm looking for an experienced internet marketer to help me run a successful advertising campaign for my tour packages on Trip Advisor. Key Requirements: - Platform: The ads will be running on Trip Advisor , so I need someone who is well-versed in Trip Advisor Ads and has a proven track record of running successful campaigns. - Goals: The main aim of this campaign is to boost sales of my tour packages, so I am looking for someone who has experience in creating and managing high-converting campaigns. Your responsibilities will include: - Keyword Research: Identifying the most relevant and high-performing keywords related to tour packages in order to drive quality traffic. - Ad Creation: Crafting persuasive ad copy that highlights the unique selling points of my ...
Ideal Skills and Experience: - Proficient in navigating various databases and not limited to Google (main search engines). - Previous experience in compiling contact lists based on specific criteria. - Familiarity with job titles within the financial sector, particularly relevant to CPA firms.
I'm in need of an expert who can assist with financial analysis and create a 5-year sales and expenses forecast for my startup. I'm specifically looking for a professional who can: - Perform a comprehensive financial analysis for my startup. - Develop a 5-year sales and expenses forecast using customizable templates. - Include a detailed cash flow analysis in the forecast. The ideal candidate for this project should have: - Proven experience in financial analysis and forecasting. - Proficiency in creating customized financial templates. - Strong expertise in conducting cash flow analysis. - Ability to deliver high-quality work within a reasonable time frame. Example sheet attached below (it's reference purpose, not editable) I'm looking ...
I'm looking for an expert who can streamline our payment matching process by integrating Xero with our Procurement system. Key Requirements: - **Manual Matching Override Capability**: The ability to manually match transactions is cr...via manual review and adjustment. The integration should help minimize these instances and make the process more efficient. Ideal Skills and Experience: - Experience in integrating Xero with Procurement systems is a plus. - A good understanding of financial processes and payment matching. - Ability to develop a system that allows for manual override matching. - Proven track record in creating efficient systems to manage discrepancies. The primary goal is to have a seamless and accurate payment matching system that can streamline our fi...
I am currently seeking a translator for a novel book from Persian to English. The book is general and isn't associated with any specific technical, business, or personal niche. Here are more details: - the editors must be native Persian - Requirement: Translate a Persian novel - Word Count: The book is less than 50,000 words - File Format: Electronic document The ideal candidate for this project will have a deep understanding of the Persian and English languages, prior experience translating novels, and an ability to capture and maintain the essence of the original content. The project requires quick turnaround times without compromising on the quality of the translation. The ability to work with digital documents is a must. Please provide samples of your previous tra...
I need a Python developer with a strong skill set in web scraping, database management, and video manipulation to create a code which can easily download videos from personal websites, save them to local web storage, and subsequently update values in an sqlite database. Detailed requirements are as follows: - Download videos specifically from personal websites. - Save videos internally for archiving purposes. - Saved videos should be in AVI format to maintain consistency. - Program should have a functionality of updating an sqlite database with relevant video details upon successful download. Ideal candidate should have a deep understanding of AVI video format handling as well as extensive experience interacting with an sqlite database using python. Familiarity with va...
I'm seeking a skilled Cameraman with a DSLR camera to capture personal moments in Kathmandu. Besides photography, I need video recording and photo capture services. Ideal skills and experience: - Proficient in using a DSLR camera for photography and videography - Able to capture and document personal moments effectively - Experienced in video recording and confident in delivering high-quality footage - Capable of capturing both images and videos with creativity and attention to detail - Prior experience in photo editing would be a plus, but not mandatory
I have an unfinished Flutter app that requires a skilled individual to handle its database connection. The app is designed and now, I need help connecting it to a MySQL database using an API. Key Responsibilities: - Complete the database connection for my Flutter app - Utilize MySQL to store the following data types: u...and authentication, transactional records, content and multimedia files Ideal candidate: - Proficient in Flutter and experienced in developing Flutter apps - Skilled in MySQL and API integration - Familiar with handling user data and transaction records securely - Strong background in data storage and retrieval for content and multimedia files This project is not for a business, but rather a personal venture. Your expertise will help me bring my app to its full ...
...at this point. I am seeking an experienced professional who can assist me in removing the hackers from my systems and ensuring that my personal data is secured. Your primary focus must be on removing these hackers from the system. Key tasks include: - Investigating the extent of the hack and identifying vulnerabilities - Removing the hackers from the system entirely - Securing my personal data - Ensuring control over cameras and microphones is restored Ideal Skills and Experience: - Proven experience in cybersecurity and network security, particularly with Azure - Expertise in identifying and removing hackers from systems - Ability to secure personal data effectively - Strong problem-solving skills and attention to detail - Experience in restoring control over...
I'm seeking a skilled editor for a long-term position for multiple projects with my content agency, primarily serving health and fitness coaches & my own personal brand. I run a short-format content agency that edits videos for coaches. Videos will be primarily talking head videos. The videos are up-to 60 seconds long and I expect you to edit subtitles, b-roll, stock footage, dynamic motion/graphics and make the video in general: entertaining and highly engaging. I am looking for a person that can be my full time editor for the next 6-12 months with the possibility of consistent pay-raises when the agency experiences growth. You will be paid 8USD for every video-edit. Paid on a per video basis (not hourly) The process is super streamlined! All videos are tailored b...
I require an engaging, heartfelt letter writer with an innate ability to convey my thankfulness to my colleagues at my workplace. This letter should revolve around my deep sense of gratitude for their continuous support and hard work. Skills and Experience Required: - Strong profic...convey my thankfulness to my colleagues at my workplace. This letter should revolve around my deep sense of gratitude for their continuous support and hard work. Skills and Experience Required: - Strong proficiency in English language - Excellent creative writing skills - Prior experience in personal letter writing - Ability to express emotions subtly yet powerfully I look forward to receiving proposals that include samples of previous work, demonstrating your ability to craft a compelling pers...
I require an engaging, heartfelt letter writer with an innate ability to convey my thankfulness to my colleagues at my workplace. This letter should revolve around my deep sense of gratitude for their continuous support and hard work. Skills and Experience Required: - Strong profic...convey my thankfulness to my colleagues at my workplace. This letter should revolve around my deep sense of gratitude for their continuous support and hard work. Skills and Experience Required: - Strong proficiency in English language - Excellent creative writing skills - Prior experience in personal letter writing - Ability to express emotions subtly yet powerfully I look forward to receiving proposals that include samples of previous work, demonstrating your ability to craft a compelling pers...
I'm looking to collaborate with a creative designer to develop an engaging book cover for a children's book titled "I am FAITH". The target audience for this book is children aged between 4-7 years old. The book encompasses essential life themes including overcoming fears, promoting friendship and sharing, as well as fostering learning and personal growth. The ideal book cover should reflect these themes in a fun, kid-friendly and attractive manner. Regarding the medium to be used, I am open to suggestions. That being said, it’s important that the cover should be intriguing, so as to entice both kids and their parents to pick it up. Ideal skills and experiences: - Prior experience in children's book cover design - Familiarity with book themes an...
Thumbnail for my monetized/commercial/personal use YouTube video
Please Sign Up or Login to see details.
I'm looking to lay out a solid business plan for providing personal care services specifically aimed at adults with disabilities. The primary services that my business will offer include: - Assistance with daily activities - Help with personal hygiene The freelancer I need for this project should have: - Experience with healthcare or disability services in Australia - Strong knowledge of business planning - Proven ability to complete market analysis reports and financial projections - A good understanding or willingness to research policies and regulations surrounding disability services Ultimately, the goal is to develop a comprehensive plan that not only covers potential business hurdles, costs, and market strategies but also looks into the unique needs of o...
I'm looking to lay out a solid business plan for providing personal care services specifically aimed at adults with disabilities. The primary services that my business will offer include: - Assistance with daily activities - Help with personal hygiene The freelancer I need for this project should have: - Experience with healthcare or disability services in Australia - Strong knowledge of business planning - Proven ability to complete market analysis reports and financial projections - A good understanding or willingness to research policies and regulations surrounding disability services Ultimately, the goal is to develop a comprehensive plan that not only covers potential business hurdles, costs, and market strategies but also looks into the unique needs of o...
...Present Role Involves: - Figuring out how to build momentum within the Jewish community, and with any other people or groups who have goodwill, who would be willing to help injured persons gain faster, better recovery with gifts of leading edge virtual reality rehabilitation systems. The initiative is called Project Mobility. This is the website: Your personal experience in sales, or charitable work, does not matter. More important is a personality that thinks in terms of possibilities, and is naturally likeable. We have established a well-organized infrastructure of information, and a donor payment platform. What we need is the human element. A "face" to represent our initiative, so that our work is not only systems-driven and computerized. The
...Government. Primary responsibilities include preparation of proposals and grant applications, and performance of responsible professional and administrative work in researching, identifying, developing and responding to Ontario/Canadian grant opportunities in areas that support IT, Digital Marketing & SEO programs. Essential Functions * Understand the history, structure, objectives, programs and financial needs of our organization. * Research grant opportunities from Ontario/Canadian government agencies. * Draft grant proposals and supporting documents based on the funding requirements of the organization. * Submit proposals to grant coordinators for approval. * Respond to internal and external queries on drafted and submitted proposals. * Maintain positive relationships w...
