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Personal Financial Planner/MBA/CFP/CFA/CPA

$30-250 USD

Closed
Posted over 4 years ago

$30-250 USD

Paid on delivery
We are investigating hireing someone who can help conduct analysis on clients current holdings as well as develope financial plans in conjunction with our financial advisors. Must have access and exerience in either E-money or Moneyguide pro financial planning software. This will be reaccuring work for the right candidate and we will pay $75- $100 USD per plan.
Project ID: 22185692

About the project

12 proposals
Remote project
Active 4 yrs ago

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12 freelancers are bidding on average $133 USD for this job
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Hi Dear, I have 7+ years experience in investment management (capital market- Equities) industry. I already developed models for financial planing and can analyse your client's holdings and will also provide long term consultancy. Kindly contact me I can help you in this task. I am ACCA member and FMVA (Financial Modeling and Valuation Analyst) from CFI USA.
$100 USD in 7 days
5.0 (35 reviews)
6.3
6.3
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I am an Indian Chartered Accountant (equivalent to CPA or ACCA) possess expertise in the field of Financial services and providing vast range of financial services to my clients across nations with excellent feedback from them. We are a team of passionate and committed professionals who are working together to deliver the highest levels of trusted advisory service to our clients which includes Preparation of Financial data, Financial statements, various Reconciliations, Future projections, Financial modelling, Data Entry, Excel, Market Research, Research, Web Search.
$200 USD in 2 days
5.0 (3 reviews)
1.6
1.6
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We have a team of experts Financial planners who have worked on Financial planning, Projects and Budgets for entities in various sectors including Tech companies. We are agreed to sign NDA with you before we proceed with the project if required. The steps we follow for Financial Projection and Forecasting are: 1) Capturing the past data 2)Identifying the trends(Like increasing, decreasing or weighted average) 3)Setting up realistic assumptions. 4)Analysis of past data(to identify the key factor) 5)Preparing the budget and forecasts considering the above factors including assumptions. 6)Providing Our observations and comments 7)Providing suggestions to improve the project
$100 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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good morning my friend, I know very well the program to make financial plans, I also have studies of CPA financial administration and strategic planning for companies you just have to tell me what strategies, indicators, and cash flows in the future to strengthen your company
$100 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, my name is Santiago. I have an Administration Degree and Experience in Multinational Companies in Finance and Accounting with strong skills in Excel and data analysis. I’ve working in implementation of different ERP Maybe can I help you with your project. Regards, Santiago
$140 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi. I've completed my MBA and CIMA from london and is currently working as a financial Analyst in an MNC along with that i also work as a freelancer. I've got all the expertise to get the work done. Relevant Skills and Experience Ive been working in the field of finance for over 10 year and have practiced using IFRS and US GAAP standard. I'll surely be asset for you if provided with the opportunity.
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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_Greetings e-meeting you_ Hi, Sudesh here. Chartered Accountant and Insolvency Professional with over 15 years of rich and experience in the field of Finance & Accounts with key focus on top line profitability, statutory compliances, internal control and optimal utilization of resources through Business Partnering Areas of demonstrated success include: • Financial Planning & Analysis • Budgeting and Forecasting • Statutory Compliance • P&L and Balance Sheet Finalisation • Revenue Assurance • Insolvency & Bankruptcy Consultancy • Organizational Re-Structuring • Talent Selection, Development & Retention • High Speed Delivery on New Projects • Driving Internal Controls and Risk Management Competitive advantages - Great expertise in financial and business plans, corporate finance, accounting. Not a mere writer attempting to present something with no/partial accounting and financial knowledge. - 100% personal management of the project. No third party contribution Please initiate chat to check our understandings and queries. You will be able to communicate directly with the expert working on your project To Your Success, Sudesh(M) Note: It's a Placeholder Bid, final cost and time will be locked after realizing full project requirements.
$140 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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I’m a CFP, ChFC, CLU with 20 years experience. I’d be interested but, the plans would have to be fairly straightforward and be completeable in 2 hours for $100.
$125 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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I'm a certified financial planner, who can help you streamline your financial future with the help of my experience, knowledge and qualification.
$140 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Bristol, United States
5.0
8
Payment method verified
Member since Jul 8, 2019

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