Finance Jobs

I'm looking for an experienced tax professional to help with filing my business taxes for last year. I have all the necessary financial documents ready. Requirements: - Expertise in business tax filings - Up-to-date knowledge of tax regulations - Ability to file for the previous tax year Ideal Skills: - CPA or equivalent certification - Experience with small to medium-sized business taxes - Strong attention to detail and accuracy Please provide your credentials and relevant experience.

My small but growing business needs a reliable, detail-oriented bookkeeper to keep our finances crystal-clear. We have no accounting system in place yet, so you will be building the ledgers from the ground up—choosing or configuring the right software, setting up the chart of accounts, and recording every transaction going forward. Here’s what I need each month: • Enter all sales, purchase, expense, cash and bank transactions • Reconcile bank statements and cash on hand • Track supplier balances and upcoming payments • Produce a clean monthly Profit & Loss statement • Walk me through the numbers in plain language so I know exactly where the money is going I’m comfortable with Tally but open to your professional recommendation if ...

Hi everyone — I’m looking for an economist or PhD-level economics professor/researcher who may be interested in providing an independent expert opinion letter in connection with a U.S. immigration petition (EB-2 National Interest Waiver). My proposed endeavor relates to fund finance and the U.S. financial services/private capital market, and the letter would provide an independent economic perspective on the broader importance and potential national-level impact of work in this area. Ideally, I’m looking for someone with credentials in economics, finance, financial markets, banking, private capital, or a related field. Prior experience writing expert opinion letters is helpful but absolutely not required. This would be a paid engagement, and I can provide my CV, a detaile...

I need an experienced HR professional who can run a full-cycle search for senior-level auditors in the finance sector. The stakes are high—these hires will safeguard our compliance and shape long-term strategy—so I’m looking for someone who already knows how to reach, attract, and vet seasoned audit talent. Here’s what I expect from you: • Shape a compelling job brief that speaks to top-tier finance auditors. • Source candidates through LinkedIn Recruiter, niche finance boards, and your own network. • Screen résumés, conduct initial video interviews, and prepare concise evaluation notes. • Coordinate interviews with our leadership team and handle reference checks until a final offer is accepted. Success for me means at least...

I’m ready to step into a full-time Accounting position within the Finance industry and want expert guidance to make it happen. I already have a solid foundation of education and experience; what I need now is a focused strategy that turns those credentials into job offers. Here’s what I’m hoping you can do: • Refine my résumé and LinkedIn profile so they speak directly to hiring managers in corporate finance environments. • Map out a targeted job-search plan—ideal employers, key recruiters, and the best platforms for Accounting openings. • Coach me through application wording, networking outreach, and interview preparation until I sign an offer. Success is straightforward: I accept a permanent Accounting role that suits my long-ter...

I’m preparing an investment decision and need a sharp, insight-rich analysis of a company’s Balance Sheet and Income Statement. The emphasis is on profitability and overall performance, so ratios such as gross and operating margins, ROE, ROA, EPS trends, and any other metrics you feel are essential to judge earning power should headline the work. Dig into multi-year data, highlight significant shifts, benchmark against relevant peers if information is available, and spell out what the numbers imply for value creation and future cash generation. Clarity is crucial; I want brief, plain-English commentary that links each finding to the bigger investment picture, not just tables of figures. Deliverables • PDF or slide-deck style report summarising key ratios, trend comme...

We are seeking a highly meticulous and experienced freelance Quality Assurance (QA) Tester with deep expertise in financial and accounting systems to collaborate with our team you will lead the validation, compliance, and end-to-end testing of our core accounting software modules. The ideal candidate must possess an intricate understanding of standard accounting workflows and extensive practical exposure to enterprise platforms, specifically QuickBooks and Tally. A verified background in professional software testing is a mandatory prerequisite, as you will independently execute robust test frameworks designed to protect the integrity of numerical data and financial reporting logic. Test accounting computations, multi-currency ledger entries, tax calculations (e.g., GST, VAT, and Sales Tax...

I have an urgent finance-sector vacancy inside a large Polish corporation and need a sharp communicator who can turn interest into a confirmed meeting within the next week. You will first read the vacancy details I supply, then study a short brief that outlines exactly how I plan to fill the role. With that knowledge in hand, your task is to generate the right contact list, pick up the phone or craft a concise e-mail, reach the project manager, present my solution clearly, and lock in a meeting 7–9 days from initial outreach. The entire focus is on securing that appointment; gathering secondary information or broad brand promotion is unnecessary. To help us move fast I will provide: • the vacancy description and my coverage plan • suggested talking points in both En...

Hi! I’m looking for an intern who is interested in a NYC-based wealth management internship. You are an ambitious student interested in finance, AI, technology, and entrepreneurship. We’re an independent wealth management firm affiliated with a $44B+ RIA, looking for an ambitious student interested in finance, AI, technology, and entrepreneurship. You’ll work directly with the Partners on market research, AI-powered content/workflows, presentations, events, and real-world wealth management strategy. Flexible NYC hybrid or remote schedule, hands-on mentorship, reimbursement for eligible FINRA/CFA/CFP education and licensing costs, and a path to a paid internship and potential full-time role. Start asap.

Cognizant NPN Hackathon – Looking for a Freelancer/Developer/Student We are participating in the Cognizant NPN Hackathon and are looking for someone who can help us build a working prototype within 5–6 days. Problem Statement Generate, populate, and review financial statement planning analytics, perform financial statement review (e.g., mathematical accuracy, prior year tie out, internal consistency, spelling and grammar, etc.) and WP-514 from financial statements. Domain: Banking Use Case: Financial Statement Analysis / Review We need help with: * Building the prototype/MVP * Implementing the financial statement analysis/review workflow * AI/LLM-based analysis where appropriate * Preparing the explanation/demo flow for the hackathon * Helping with the PPT/presentation a...

I need a freelance recruiter who already knows the finance landscape and can zero-in on mid-level Investment Bankers in Japan, the United States, the United Kingdom, and key European hubs. Your mission is to build a strong, interview-ready shortlist that fits the technical depth and cultural expectations of international bulge-bracket and boutique firms alike. You will be sourcing, qualifying, and engaging candidates, running initial screens, and shepherding the best talent through to my internal hiring team. LinkedIn Recruiter, niche finance job boards, and your personal network should feel second nature; any added reach into Bloomberg, Refinitiv, or regional alumni groups is a welcome plus. Deliverables I am counting on: • A curated list of pre-screened mid-level Investment Bank...

I’m moving forward with a grid-tied rooftop solar installation supported by a battery energy storage system in Sri Lanka and I need a polished slide deck that captures every angle of the project for a professional audience. The deck has to flow logically from the engineering concept right through to the numbers and the environmental upside, so decision-makers can read it and act without asking for extra details. Here’s what I expect to see covered: • Technical section – system sizing, panel selection, inverter/BESS integration, load profiles, expected generation, grid interconnection requirements, and any local CEB or SLSEA compliance notes. Feel free to reference tools such as PVSyst, HOMER Pro, PV*SOL, or SAM if they help validate assumptions. • Financial a...

I need help preparing 200-300 tax returns for my CPA firm. Requirements: - Business and personal tax returns - Entities: Sole Proprietorships, Corporations, Partnerships - State tax returns filing required Ideal Skills and Experience: - CPA or equivalent certification - Experience with diverse tax returns - Familiarity with state tax regulations - Attention to detail and accuracy - Ability to meet deadlines

LLM – CFO Advisor for SMB | AI Finance Project Project Overview We are looking for experienced Senior Accounting & Finance Professionals to contribute to an AI-driven finance project focused on supporting and evaluating financial scenarios for small and medium-sized businesses (SMBs). The ideal candidates will have strong hands-on accounting and finance experience, experience advising SMB clients/business owners, and the ability to handle complex, data-heavy finance and accounting questions. Project Details Role: LLM – CFO Advisors Engagement: Short-Term Contract Duration: 10 weeks Positions: 30 Start Date: Immediately Work Arrangement: Fully Remote Availability: Full-time – up to 40 hours/week Time-Zone Requirement: Minimum 4 hours overlap with Pacific Time (PST/P...

I'm looking for a skilled Excel developer to create a comprehensive property calculator for residential properties. The calculator should handle the following calculations: - Mortgage payments - Rental income - ROI (Return on Investment) Additionally, it should incorporate essential financial variables: - Property taxes - Insurance costs - Maintenance costs Ideal skills and experience: - Advanced proficiency in Excel - Experience with financial modeling - Knowledge of real estate calculations - Attention to detail and accuracy Please provide samples of similar work done.

My One Person Company is due for its annual statutory filings and I want the whole process handled end-to-end this year. The scope covers three things: preparing the finalized financial statements, completing and e-filing the annual return with the Registrar of Companies, and running a quick compliance check so I know we have met every OPC requirement before submission. At the moment I am not certain whether the underlying ledgers and schedules are presentation-ready, so alongside the core filing work I may need you to review what exists, identify any gaps, and draft what is missing. If everything is already in order, we can move straight to MCA e-forms (AOC-4 and MGT-7A) and their attachments. I will share whatever books of accounts, bank statements, and invoices are available as soon a...

I manage a mid-sized state-level program and need an accounting professional who can bring the discipline of private-sector finance into a public-sector environment. A decade or more of hands-on experience guiding commercial organisations through accurate closes, clean audits, and data-driven decision making will translate perfectly to the challenges we face with statutory compliance and stakeholder transparency. The work begins with a deep dive into our current books: verifying every entry, flagging risks, and mapping gaps against state and federal standards (GASB, GAAP). From there, you will prepare our next full reporting cycle, streamline month-end procedures, and design repeatable workflows so internal staff can maintain momentum after your engagement concludes. Deliverables • ...

I’m creating Stagvestor, a web-based personal finance hub for Indian users that works seamlessly on phone, tablet, and desktop with a single login. The first milestone centres on three concrete abilities: • record freelance/contract income, • tag every expense both by type (food, transport, etc.) and by payment method (cash, UPI, debit, credit), • track live credit-card utilisation. Around these pillars the app already envisions budget limits, SIP / FD / stock / gold tracking, and an optional demo demat-sync built to mimic India’s Account Aggregator flow. All data must sit behind bcrypt-hashed passwords, device-scoped sessions, and e-mail or phone OTP verification served over HTTPS. Deliverables 1. MVP running on a staging URL that fulfils the three ...

About Us Drouin Hills Combined Probus Club is a friendly, not-for-profit social club for active retirees in the Drouin / West Gippsland area. We focus on friendship, fellowship and fun through monthly meetings, guest speakers, outings and activities. We meet on the 1st Friday of the month (9:45 am) at the Anglican Church Hall in Drouin. As a volunteer-run incorporated association, we need reliable, professional support to keep our finances accurate, compliant and up to date. The Role We are seeking an experienced accountant or bookkeeper to take full responsibility for the Club’s accounting and financial administration. This is a flexible, part-time role ideal for someone who enjoys supporting community organisations. Key responsibilities will include: Managing day-to-day bookkeepin...

Summary This is a remote opportunity where eligible participants will securely submit anonymized financial app data through the client's platform. The platform automatically removes personal information before submission, ensuring your privacy throughout the process. Payment: * USD 100 per successful submission after client approval. Eligibility: * Be currently residing in the United States. * Be 18 years of age or older. * Have a regular source of income. * Actively use multiple personal finance applications. * Be willing to complete the project using your own financial accounts. Project Requirements: Mandatory Finance Apps (5 Categories) You should have at least one application from each of the following categories: * Banking * Credit Cards * Payments / Digital Wallets * Credit ...

I need a seasoned U.S. corporate tax preparer who already works inside either Thomson Reuters GoSystem or Corptax. My C-corp return is due and all source data is ready; I simply need the return built, and e-filed. Scope • Prepare a complete Form 1120 for the current tax year. • Include and properly reconcile Forms 8858 and 5471 as attachments. • Provide a secured PDF of the final return plus the e-file submission report when accepted. Acceptance Criteria The engagement is finished once the IRS-ready Form 1120 (with 8858 and 5471) is accepted for e-file and I receive both the signed PDF copy and the system-generated acceptance notice.

We are seeking a senior accountant to conduct a two-day in-person training session on advanced accounting and auditing topics. The training will take place at Holiday Inn Berliner, Hamburg, on August 25, 2026, from 9 AM to 3 PM. The instructor should cover the following deliverables: - Financial statement preparation and analysis - Accounting standards and their application - Auditing techniques and future trends The ideal candidate should have extensive experience in accounting and auditing, with a proven track record of delivering professional training sessions.

I need an experienced Excel accountant who can jump in right away and structure a clean, accurate and complete assessment of the financial statements in the excel task. for my upcoming financial reporting. All figures are provided. I want the final workbook to: • flow automatically from clearly labeled input tabs to the finished solutions tab, • use formulas as much as possible (no hard-coded subtotals) so I can update figures later, and • include a brief checksum or cross-check of nevessary Formatting should match standard UK GAAP headings—Assets, Liabilities, Equity—so the file is presentation-ready for management. I’m on a tight deadline and need the completed, error-free workbook delivered ASAP, ideally within the next 24 hours. If you’re co...

Al Muqarram Auto Parts LLC is seeking a detail-oriented and proactive Client Payout Specialist to join our dynamic finance team. The ideal candidate will play a critical role in managing and processing client payments efficiently while ensuring accuracy and compliance with company policies. This position requires excellent analytical skills, strong attention to detail, and the ability to maintain positive client relationships through timely and accurate payout procedures. You will collaborate with various internal departments including accounting, sales, and customer service to streamline payout processes and resolve any payment-related inquiries. The role demands a high level of confidentiality, integrity, and professionalism to handle sensitive financial data. If you are a motivated indi...

I am looking for a freelance recruiter in Japan, UK, US, Europe for the following role who are able to recruit for experienced Senior Accounting & Finance Professionals to contribute to an AI-driven finance project focused on US Small and Medium Businesses (SMBs). The recruitment role involves recruiting experts who are good at handling general finance inquiries as well as complex, data-heavy accounting and finance questions that require strong analytical, accounting, and advisory capabilities.

I run a medium-sized enterprise and need ongoing help keeping our accounts payable and receivable accurate and up to date. At the moment every transaction lives in a set of linked Microsoft Excel workbooks, so you must be comfortable working in Excel and able to maintain formulas, pivot tables, and basic macros as you record new invoices, payments, and customer receipts. Scope of work • Record and code supplier bills and customer invoices. • Track due dates, flag overdue items, and apply payments. • Reconcile the A/P and A/R balances against bank statements to catch discrepancies quickly. • Provide a concise weekly summary of outstanding payables, receivables, and any issues that need my attention. Acceptance criteria • All entries are double-checked for da...

I’m getting ready to raise our first round of seed capital and I need a polished investor pitch deck that instantly communicates the strength of my startup. You’ll take the raw material I provide—market research, traction metrics, financial projections, and product shots—and turn it into an engaging, data-driven story that convinces seed-stage investors to take a meeting. Expect to dig deep into the problem we solve, size the opportunity, articulate our competitive edge, map out go-to-market strategy, and present realistic financials with a clear ask and use-of-funds slide. Strong design sense, sharp copy, and experience tailoring decks for seed rounds are essential. Deliverables • 12–15 slide deck in PowerPoint or Google Slides, fully editable &b...

I need a Connecticut licensed CPA to compile my year-end 2025 financial statement for a barber school. This is a legal compliance requirement. Requirements: - Must be licensed in Connecticut - Experience with financial statements for educational institutions - Ability to ensure compliance with state regulations Ideal Skills: - CPA certification - Knowledge of Connecticut financial regulations - Strong attention to detail and accuracy

I am taking my fashion label from concept to real-world execution and need an experienced mind to anchor two critical fronts: solid financial planning and sharper operational efficiency, with an emphasis on process optimization. On the numbers side, I want a clear, investor-ready financial roadmap—cash-flow projections, break-even analysis, funding needs, and milestone-based budgets that show how every dollar turns fabric into revenue. I already have rough cost estimates and supplier quotes; your job is to transform them into a dynamic model I can actually run the business on and adjust as we grow. Operationally, I am looking to streamline early-stage processes before they calcify. That means mapping the current design-to-production flow, spotting bottlenecks in sampling, and creat...

I'm looking for an experienced professional to assist with the following for my sole proprietorship: Company Tax Setup: Setting up the necessary tax accounts and frameworks for my business. I also want assistance setting up payroll and super and include GST and HECS set ups for me as the sole employee. I am a service business where I am independently contracted to a US business and will invoice them through WISE (although my services are done in Australia). I will only send approximately 4 invoices per year, but need an accounting software in australia to then invoice myself from wise and then pay payroll, HECS, Super, GST, and also pay myself back for investments I initially made to get this underway. I have receipts for all expenses I also want someone who can do my personal taxe...

I need my sole proprietorship brought fully up to date with the IRS and my state for several back-to-back tax years. All of the source data—income statements, expense receipts, and balance sheets—is organized and ready to share. What I’m after is an end-to-end service: accurate preparation, identification of every legitimate deduction, and e-file-ready federal and state returns for each outstanding year. A brief reconciliation of any discrepancies between the books and what ultimately appears on Schedule C will help me understand variances and keep future records clean. If you spot risk areas that could draw IRS attention, flag them early so we can address them before filing. Deliverables • Completed federal Schedule C and accompanying forms for each outstanding ye...

My day-to-day workload in the finance space fluctuates rapidly, so I’m opening an ongoing project for ad-hoc support across whatever comes up—anything from polishing a spreadsheet model and summarising market research to preparing a concise report for stakeholders. The exact assignments will vary, but every task will share the same expectations: • Clear, well-structured output that a non-technical reader can follow • Accurate data handling and secure treatment of confidential information • Quick turnaround while keeping communication transparent—let me know your progress and questions as you go Tools I reach for most often include Excel/Google Sheets, PowerPoint, and online research databases; feel free to suggest alternatives if they speed things up ...

Our church has just been officially registered in Hungary and now needs its first full year of books kept accurately and in line with local regulations. Activity is light—fewer than 50 transactions a month—so the task centers on orderly record-keeping rather than high-volume processing. All entries are currently noted manually in Excel and on paper. That system works for us, yet guidance on moving to a simple digital workflow is welcome as long as it stays affordable and remains compliant with Hungarian accounting standards. Scope of work • Maintain the general ledger throughout the year, based on invoices, bank statements, and receipts I will provide monthly. • Reconcile bank and cash positions at month-end. • Prepare the year-end financial statements an...

I’m looking for a seasoned business coach who specialises in financial management to help me sharpen and formalise the financial strategies behind my company’s next stage of growth. Over a series of tailored sessions, I want to: • Analyse my current financial structure, cash-flow patterns and capital allocation. • Identify gaps or inefficiencies that may be holding the business back. • Build a clear, actionable strategic roadmap that I can measure and refine over the next 6–12 months. I already have reliable bookkeeping and accounting processes in place; the focus here is higher-level strategy—scenario modelling, risk mitigation, growth funding options and performance metrics that translate directly into decisions I can execute. Experience...

I need an experienced accountant who is comfortable working directly inside Tally Prime to bring all of my books fully up to date. The immediate focus is reconciliation: every bank, vendor and customer ledger must match the supporting statements with no open mismatches left behind. Once that clean-up is complete, I want freshly generated financials straight from the software—Profit & Loss, Balance Sheet and Cash-Flow Statement—so I can rely on them for an upcoming review. All work has to stay within Tally Prime; please be ready to use its built-in tools for voucher correction, ledger scrutiny and report configuration. Deliverables (all in Tally Prime format): • Reconciled bank, vendor and customer ledgers • Final P&L, Balance Sheet and Cash-Flow Statemen...

I run the finance desk for a medium-sized company and need our day-to-day records in Tally ERP kept clean, current, and fully aligned with statutory rules so year-end taxes flow smoothly. All transactions—sales, purchases, expenses, and bank movements—should be posted and reconciled on a weekly rhythm inside our existing Tally environment. Primary focus • Tax preparation: from compiling trial balances to drafting and e-filing the complete return, including schedules, supporting ledgers, and any required quarterly advances. Acceptance criteria • Tally data file up to date through the last calendar month • Reconciliation reports for bank, cash, and credit lines matching statements to the rupee • Draft tax computation sheet with workings, ready fo...

Our company requires a senior-level accountant to take charge of three core areas: day-to-day bookkeeping, monthly financial reporting, and complete tax preparation. All source data is currently maintained in Excel and I prefer to keep that environment, so strong Excel skills—formulas, pivot tables, and error-proof reconciliation workflows—are essential. Scope of work • Bookkeeping: record and classify all transactions, reconcile bank and credit-card accounts, maintain the general ledger, and close each month accurately. • Financial reporting: deliver a clean monthly income statement, balance sheet, and cash-flow report, followed by a brief variance commentary I can share with leadership. • Tax preparation: compile the year’s activity from the books ...

I'm seeking an experienced tax professional to assist with the preparation and filing of 2025 business tax returns for my corporation. Key Requirements: - Expertise in corporate tax preparation and filing - Knowledge of current tax laws and regulations - Attention to detail and accuracy - Ability to meet deadlines Ideal Skills and Experience: - Certified Public Accountant (CPA) or equivalent - hawaii liquor tax - Strong organizational skills - Excellent communication skills Please provide a detailed proposal with your qualifications and experience.

Our books are kept in 9 and I’m looking for someone who can step in straight away to keep everything current and accurate. Day to day you will raise sales invoices, enter vendor bills, track expenses and reconcile transactions so my ledgers stay tidy. At month-end I’ll rely on you to prepare the standard Profit & Loss, Balance Sheet and Cash-flow plus any management or statutory reports I request. Because this is an ongoing role, the file in Tally must always reflect real-time figures I can trust for decision-making. Please be fully fluent with 9 shortcuts, GST configuration, bank import and voucher classifications; if you also know Excel for quick cross-checks, even better. Deliverables I expect: • Daily posting of all vouchers with correct ledger allocation &bu...

Title: Financial Accounting, Asset Management & Financial Position Analysis We are looking for a skilled and detail-oriented professional to assist with financial accounting, asset management, financial analysis, and evaluation of the overall financial position of a business. The project involves organizing and analyzing financial information to provide a clear understanding of the company’s assets, liabilities, income, expenses, cash flow, profitability, and overall financial health. Scope of Work The work will include: Recording, organizing, and reviewing financial transactions. Preparing and maintaining accurate accounting records. Classifying and analyzing current and non-current assets. Reviewing liabilities, capital, income, and expenses. Managing and tracking business asse...

READ CAREFULLY I NEED TO GET OUT OF THIS. MONEY IS VERY DIFFICULT BUT I CAN, IF NEED BORROW. Please see the attachment i think the total is 1.8 million PRICE SUBJECT TO EXPERIENCE. THIS IS ALL FROM BUYING AND SELLING STOCKS. AND I GUESS A LOT OF THEM WAS SOLD FAST. AND SUFFERED THE LARGE TAX. BUT YOU KNOW WHAT WHAT ARE YOU GONNA DO? WHEN A LOSING STOCK, YOU SEE THAT YOU KNOW, IT'S GONNA GO UP. AND BY IT, ADD A LOW PRICE, AND THEN YOU SELL THE NEXT DAY AND MAKE 50%. WHY SHOULD YOU HAVE TO HOLD IT? AND LOSE MONEY, AND THEN HAVE TO PAY THE GOVERNMENT TOO. I'LL PAY WHAT I OWE, BUT I HAVE EXPENSES. I need a seasoned tax attorney who can squeeze every legal deduction out of both my business and personal spending. My world revolves around active stock trading, so you’ll be dealing...

I’m refining a full business plan as the foundation for stepping into a CEO role, and the missing piece is a rock-solid set of financials. Specifically, I need detailed cash flow projections that slot neatly into the broader plan and can stand up to investor scrutiny. Here’s what I’m after: • A dynamic 3-to-5-year cash flow model in Excel or Google Sheets, complete with clear assumptions, sensitivity toggles, and automated visuals. • Line-item breakdowns for operating, investing, and financing activities so I can pinpoint working-capital needs month by month. • Brief, bulletproof commentary I can drop straight into the Financial Projections section of the plan—explaining key drivers, seasonality, and risk mitigation. • A quick walkthrough ...

I need a polished, data-driven pitch deck that can land us institutional capital. The story must move quickly from problem to traction, ending with a clear ask that convinces portfolio managers we are worth their ticket size. Scope • Build 12-15 investor-grade slides in PowerPoint or Google Slides • Shape a concise narrative that highlights market pain, solution, TAM, competitive edge, execution plan, team, and use of funds • Integrate our latest metrics, pipeline charts, and three-year financial projections (I can supply raw figures) • Apply clean, contemporary design that aligns with our brand palette and is readable on a conference-room screen as well as a tablet • Deliver a PDF and an editable source file Timing I have to share a draft with my boa...

I need an experienced Business Development professional whose core focus will be client relationship management. You will be the face of our finance-sector services for both new and existing clients, guiding them from first inquiry through long-term partnership. Day to day, you will deepen trust with current accounts, re-engage lapsed contacts, and turn fresh leads into loyal advocates. That means planning regular check-ins, spotting upsell or cross-sell moments, and translating client feedback into clear actions for our product and trading desks. A modern CRM such as Salesforce or HubSpot should already feel second nature to you; accuracy and timely updates there are essential. Because we operate in a regulated environment, every touchpoint must meet our compliance standards while still...

I need five dormant-company financial years (2022 – 2026) brought fully up to date. You will receive clean PDF copies of every bank statement; there are no paper files to capture. Your task is to import or capture those PDFs into either Xero, Sage or Pastel—whichever platform you know best—reconcile every line, and then close each year with a Trial Balance and Income Statement that can go straight to my accountant. I only work on a fixed fee per year, or an hourly proposal that includes a clear cap, so please price each financial year separately in your bid. Turnaround time is flexible but accuracy is not: the books must balance, suspense accounts must be cleared, and the final reports should be export-ready for SARS submission. If you belong to SAIPA, ICBA or SAICA, or...

I would like to have a complete, beginner-friendly options trading course produced entirely in video format. The goal is to take someone with zero background and walk them through the fundamentals, ensuring they leave knowing the core terminology, the structure of an options contract, simple strategies like calls, puts and covered positions, and the essentials of risk management. Here’s what I need from you: • A clear, sequential syllabus that starts with an introduction to options trading, then moves into basic strategies and terms, and closes with a practical section on managing risk. • Professionally recorded video lectures—screen-sharing, slides or on-camera segments are all fine as long as the visuals support the explanations and keep a beginner engaged. &bu...

We are looking for an experienced Corporate Trainer to deliver a customized virtual training program on AI Applications in Financial Planning & Analysis (FP&A) for finance professionals. Training Mode Virtual Instructor-Led Training Corporate Batch Training Objectives The trainer should provide practical, hands-on sessions demonstrating how AI can improve productivity and decision-making within FP&A functions. Topics to be Covered AI use cases in Budgeting and Forecasting AI-driven Variance Analysis AI for Management Reporting Leveraging AI to improve productivity in Excel-based FP&A processes Using AI tools for data analysis and insight generation AI-generated financial commentary and executive summaries AI-assisted presentation preparation Microsoft Copilot and/or Chat...

I’m in the early stages of building a neighbourhood café and I’m ready to bring on a true cofounder. My strength lies in concept development, menu design, and daily operations; what I need is someone who can own the Finance & Investments side of the business. Your focus will be to structure and safeguard the financial health of the venture. Day-to-day that means handling all accounting and bookkeeping tasks, advising on cash-flow strategy, and shaping an investment roadmap we can confidently pitch to lenders or private backers. If you have additional experience in budgeting or securing outside funding, that’s a welcome plus, but the core expectation is that the café’s books are accurate, transparent, and investor-ready at all times. Deliverables ...

I’m looking for an experienced capital introducer who can open doors to the right investors for an early-stage technology venture. Your main mission is straightforward: leverage your existing network to secure warm introductions to active tech investors—angels, HNWIs, UHNWIs, family offices, or strategic corporates. Again I need someone with an existing network, not researchers or marketers What I need from you • Identify and shortlist investors whose mandate clearly aligns with our product stage and market. • Arrange personal introductions (email, call, or meeting) and brief each investor so conversations start with context, not cold pitches. • Keep a running log of outreach, responses, and next steps so I can track progress in real time. • Share quick fe...

I’m building a company that is still in its early stage and I’m looking for a cofounder whose core strength is Finance. Your role would centre on shaping the financial backbone of the business—creating sound models, structuring budgets, guiding investment decisions, and helping prepare the company for fundraising conversations. I’ll concentrate on product development and operations; you will drive the numbers, ensure compliance, and translate our vision into clear monetary milestones so we can scale sustainably. Equity is on the table and I’m open to structuring it in a way that fairly reflects the value you bring. If you love turning ideas into investor-ready realities and want to build something meaningful from the ground up, let’s talk.