Financial planner web trabalhos

Here are my requirements for this venture: - First and foremost, the primary goal of the income generated from this business will be saving for the future. While it's not specifically for bill payments or immediate family expenses, a successful business would inevitably help with those areas as well. - The strategy I'm contemplating is to kick-start a small business focused on o...such, experience in e-commerce and online marketplaces will be of significant advantage. - Experience in establishing an online sales business from the ground up would be ideal. Both in terms of strategy and implementation, getting the business off the ground is the key initial step. Looking forward to work with professionals skilled in online business setup, e-commerce, and future-oriented finan...

I am looking for a beginner trader who can develop a trading platform. This platform needs to have real-time market data and charting technical analysis tools. I am willing to pay $10 upfront. Once the project is complete, this amount will be refunded along with the payment for the job. Skills and Experience: - Knowledge and experience in financial analysis. - Ability to develop a trading strategy. - Experience in developing a trading platform. Features Required: - Real-time market data: The platform should provide live data on market trends and activities. - Charting and technical analysis tools: The platform should have sophisticated charting capabilities and tools for technical analysis. This will require an understanding of beginner-friendly trading strategies, as well ...

I'm seeking a talented copywriter/journalist with expertise in finance to handle the text for an upcoming 32-page magazine. This body of work will primarily involve transcribing and modifying content from two monthly webinars that we host, along with other material. The webinars and supplemental materials discuss debt with banks and financial institutions, specifically focussing on less than 5 debts. The overall number of words for this project should fall between 16,000 and 32,000. I need someone who speak and write in italian Ideal Skills and Experience: - Proven experience writing about finance and banking topics - Ability to easily understand and simplify complex finance matters - Previous experience with transcriptions is a plus - Ability to meet deadlines as the proje...

I'm seeking a Tableau expert with a strong acumen for data analysis, specifically for financial data. The successful freelancer will need to transform data from Excel spreadsheets into meaningful, actionable insights. Key responsibilities will include: - Processing and cleaning data from provided Excel spreadsheets. - Designing and implementing Tableau visualizations that simplify the data. Ideal skills and experience: - Proven experience with Tableau data visualization. - Strong understanding of financial data. - Proficient in Excel. This is an ideal project for someone who's passionate about synthesizing complex financial data into clear, striking visuals that can propel decision-making.

...correctness. Key Responsibilities: - Organizing extensive financial data within Tally with accuracy and precision - Ensuring the data is properly categorized and easy to understand - Verifying the accuracy of the financial data, correcting any errors, and handling any discrepancies. Ideal Skills and Experience: The ideal candidate should be precise, meticulous, incredibly organized, and possess the following competencies: - Advanced knowledge of Tally accounting software - Exemplary data organization skills - Adeptness in handling financial data - Excellent attention to detail Your familiarity with accounting principles will be greatly valued but is not a mandatory requirement. The focus is on the organization of sizable amounts of financial data, theref...

Are you ready to embark on a thrilling journey with a company that's been at the forefront of innovation for over 1...clear path to advancement for those with leadership aspirations. Once you've mastered our proven methods, you'll enjoy the flexibility of working hours that suit your lifestyle. And for those with an eye on the future, we offer a comprehensive retirement plan to help you build a secure financial future. Excited to join us? We're conducting interviews over the next few days, and we want to hear from you! Simply send us a voice message introducing yourself, where you're based, your relevant experience, your financial expectations, and your future aspirations. Don't miss this opportunity to join a team that's shaping the futu...

I'm seeking a proficient bid writer specialized in IT, particularly software development. Your primary task will be crafting a compelling bid to secure funding for a software development project. Key responsibilities: - Understanding the core aspects of our s...Ideal Skills and Experience: - Strong background in IT, ideally software development - Proven experience in bid writing and securing project funding - Excellent writing, communication, and persuasive skills - In-depth understanding of bid writing protocols in the IT industry - Ability to convey technical jargon into clear, concise language Your bid will pave the way for our upcoming project's financial success. Therefore, this role is crucial and requires someone with a proven track record in writing winning b...

...perform a detailed examination of my nonprofit organization's financial management. Key areas to audit include: - Expense Management: I need a thorough check of my organization's spending. The audit should analyze our expense management system's effectiveness, identify areas for improvement, and ensure every line item aligns with our mission. - Revenue Tracking: As an organization with an annual revenue exceeding $500,000, it's crucial our revenue tracking methods are efficient. The audit should scrutinize the robustness of our system, track every dollar earned, and report on any inconsistencies or inefficiencies. The ideal candidate will have extensive experience auditing larger non-profit organizations, with a focus on financial management - specif...

I'm in need of an experienced app developer who can create a supply chain management app for both iOS and Android platforms. Key Features: - Inventory Management: Enabl...quality status. - Invoicing: The app should also include an automated system for generating and managing invoices. Ideal Skills: - Proficiency in iOS and Android app development - Past experience with supply chain management software or app development - Understanding of inventory and supplier management, logistics, and quality control - A strong background in developing apps with invoicing or financial management features. Your proposal should demonstrate your understanding of the app's requirements, and your past experiences that qualify you for this project. Please also provide estimated time fr...

As a major organization with over 1TB of data and more than 50 active users, we are seeking consultancy to revamp our existing on-premise Hyperion Financial Management system. Our goal is to: • Maintain the on-premise nature of the system • Enhance its integration capabilities with other software • Ensure that it supports and functions flawlessly for our size and user base. We desire a highly experienced consultant with a comprehensive understanding and excellent track record in dealing with Hyperion Financial Management systems. Essential Skills/Experience: • Proven expertise in managing and overhauling large scale Hyperion Financial Management systems • Extensive experience in integrating Hyperion with other software systems The obj...

As a budding enterprise in the beauty indu...industry, highlighting market trends and potential growth areas. • Ability to create a compelling financial forecast that would draw investors' attention. • Experience writing successful business plans, preferably ones that have successfully attracted investor backing. • Strong grasp of business lingo, coupled with the ability to convey complex ideas in a straightforward and engaging manner. This project is ideal for someone with experience building business plans, particularly oriented around securing funding in the beauty industry. The right freelancer will have proven success in developing plans that have attracted investor attention, demonstrating their understanding of market analysis, financial projection...

I'm looking for an expert in to build a webapp that will efficiently visualize complex financial data. This webapp should be fully functional on both desktop/laptop and mobile browsers. Key Features: - Interactive data visualization: The main functionality of the webapp will be to distinctly visualize financial data. The freelancer should have significant experience developing similar projects to ensure data is presented clearly and informatively. Skills and Experience: - Proficiency in and other related technologies such as WebGL - Previous experience in developing data visualization web apps - Strong understanding of financial data and its potential visualizations - Ability to create a responsive design to make the webapp compatible across different ...

I need a skilled Xero trainer to work with a small team of 1-5 people on some specific areas. These areas are entering and categorizing transactions, along with generating financial reports. The aim is to bring the team up to a basic user level. Ideal trainers will be patient, have excellent communication skills and a proven track record in Xero training.

I am in need of a talented professional who has expertise in event photography and is based in Manhattan, New York. I am a financial adviser based in Australia. I will be hosting a private event for 15-20 Australian Psychiatrists visiting NYC for the American Psychiatry Association conference. The event will take place on Tuesday 7 May. Commencing with pre-drinks at Sofitel New York at 5pm and then moving onto Yankee Stadium for Yankees vs Astros in the Jim Beam suite. I would like a photographer to capture images of the evening and potentially some video if possible. People skills with a warm and friendly personality are a must. Transportation to Yankee Stadium and ticket to Jim Beam suite will be provided.

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I am seeking an individual with extensive experience in Turkish , USA, France or German Umrah companies Ideal Candidate: * More than 3 years experience in working with Umrah companies If you have a strong background in this field, please submit your proposal Fixed fee 40 USD

I need an expert to craft an engaging promotional teaser and info memo aimed at investors and financial institutions. The materials should ideally contain: - A comprehensive overview of my company - Insight into our financial performance - A round-up of the market and country scenario Ideal candidates will have proven experience in creating promotional and informative materials, with a profound understanding of finance and investment industry lexicon.

...environmental hazards associated with this mining company from stated on its annual report - Financial Risk: Though specific financial risks were not provided, a comprehensive examination of potential financial threats should be undertaken. - Governance Risk: Identify and discuss the company’s governance risks. 2. Addressed Issues: - Present an evaluation of how these issues were, or weren't, addressed by the company. 3. Enhance Corporate Governance: - Provide recommendations for improvement to bolster the company's governance structure concerning its Environmental risk, financial risk and corporate governance risk. Ideal applicants should have experience in environmental science, financial risk management, and corpor...

I am in need of a proficient business plan writer to help me create a well-researched, plan that specifically caters to securing funding. Attention to detail and financial fluency are vital for this project. Key responsibilities: - Conducting market research and integrating findings into the plan - Creating financial forecasts - Detailing strategies for securing funding To apply, send me: - A detailed project proposal including an outline of your approach and methodologies Ideal skills and experience: - Expertise in business planning - Proven experience in securing funding - Strong financial analysis skills - Excellent research capabilities The project timeline is open-ended due to the lack of specifics on the deadline. Please indicate your usual turnaround time f...

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I am searching for a well-versed ...expertise in smart contract development, cryptocurrency aspects, and blockchain security. This project's primary goal is dual faceted, focusing on enhancing my existing systems' security and transparency and implementing new elements as per the situation's demand. My project needs include but are not limited to: 1. Crafting a blockchain-supported supply chain solution. 2. Implementing blockchain in financial transactions. The ideal candidate for this position would have previous experience in both fields and a robust portfolio of earlier blockchain work. Clear communication, problem-solving skills, and a proactive approach to facing challenges would also be appreciated. If you believe you fit this description, then I'm lookin...

...develop a strategy with a clear goal, you have me at your "disposal" to tell me what needs to be done and I'll do it for you. Then you measure the results we slowly get closer to our goal, Communication is key! You need to be able to communicate fluently and clearly in English. About me: Felix Weddings isn't just another photography service; we're an expansive agency with the vision and financial backing to dominate the Swedish wedding industry. Unlike individual photographers aiming for a handful of events annually, our model is built for scale. We operate on the principle of collaboration over competition, continuously growing our network of top-tier photographers trained to capture weddings in our signature style. This approach not only enhances o...

I'm currently on the lookout for a proficient Pine Script developer who can translate my ideas into functional scripts. The primary focus would be on momentum indicators, specific...Metrics: When crafting the momentum indicators, special attention must be given to trading volume elements. I want the indicators to effectively interpret volume changes and involve them in decision making. Ideal candidates should showcase: - Sound knowledge and experience with Pine Script. - Previous work on momentum indicators and trading volume metrics. - An understanding of trading and financial markets. - Keen attention to detail and the ability to deliver precision. If you fit the bill and have the ability to create dynamic scripts, let's make this a successful collaboration. Looking f...

...developer, preferably with a strong command of both English and Spanish, to assist me in creating a Short Term Rental (STR) financial spreadsheet. Here are the necessary specifics: - The Monthly Spreadsheet Template is not complex, but it must incorporate revenue and especially expense categorization elements and typical Profit & Loss calculations in both US Dollars (USD) and Colombian Pesos (COP) along with published Government/Bank Rates for USD and COP on a monthly basis that will be distributed for operational comment and management of the business. - The Quarterly Spreadsheet Template provides a Financial Summary Report of the relevant Quarter and that provides the financial input for a Quarterly Report Reconciliation document (3-pages) that will mirro...

I'm looking for a qualified tutor to teach CMA students. Ideally, you will be proficient in all practical subjects, and have a rich background in Mathematics, English, Science, as well as any practical subject. Key requirements include: - Demonstrable experience in tutoring CMA students - Strong grasp on subjects including but not limited to Mathematics, English, Scie...limited to Mathematics, English, Science - Proficiency in any practical subject - Proof of previous experience teaching practical subjects - Strong communication and organizational skills The ideal candidate will demonstrate an ability to guide students successfully through their CMA coursework. Your duties will entail providing academic support, assisting with bookkeeping, tax preparation, and financial stat...

...fast-growing technology business, I'm seeking a professional Business Developer with a strong portfolio in sales, marketing, financial analysis, and relationship building. Your main objective will be to drive and increase our sales in our existing markets. Your key responsibilities would be: - Crafting and executing effective sales and marketing strategies - Delivering financial analyses to uncover growth opportunities - Leveraging relationships and networks to foster business partnerships and deals This role is best suited for someone who possesses: - Proven experience in the technology sector - In-depth sales and marketing knowledge - Strong financial analysis skills - Exceptional networking and relationship-building abilities Lookin...

I'm seeking a seasoned writer who can devise an engaging book in the genre of financial wealth. The narrative, while informative, should resonate with an underpinning theme of wealth and abundance. The successful candidate must have: -A knack for delivering compelling content that can captivate a diverse audience including professionals ascending their career ladders, ambitious entrepreneurs, as well as young adults who are taking their first financial strides. -Experience in or passion for personal finance and wealth management, as this is crucial to making the content both relatable and insightful. -Familiarity with the trends and challenges confronting these groups, enabling them to weave an informative narrative that provides pragmatic solutions to such issues. -Pro...

As the McCormick Financial Group, we're seeking an innovative designer to create a logo representing our brand. We're after: - A logo centered around professionalism, trustworthiness, and financial security with a personal touch - A color scheme that's undecided at present, so we'd appreciate some suggestions involving tones of blue, green, and red Seeking a professional logo for McCormick Financial Group, Emphasize trust, growth, and stability using a modern, clean design. incorporating elements that reflect financial security and personal service. The logo should be versatile for web and print, clear and impactful.

I'm in search of an expert in financial management to partner with me for disciplined budgeting and strategic spending money allocation. This professional will also serve as a weekly reminder for bill payments and ensure that all bills are paid on time. Key responsibilities include: * Setting up and managing a comprehensive budget * Sending me weekly reminders to settle upcoming bills * Allocating discretionary spending money in a sensible manner Preferred method of communication is email. Ideal candidates should have strong experience in financial management and consolidated bill payment solutions. Proven ability to help individuals manage their finances optimally will be highly advantageous. Candidates must also possess a high degree of reliability and consistency,...

I'm in search of an expert who can efficiently manage the financial aspects of my truck dispatching business and spearhead the marketing campaign. I have several tasks you will need to focus on: - Generating, tracking, and managing invoices and payment records in QuickBooks. - Effectively utilize a tool that provides a database of available loads and integrates with load boards. - Use the tool to recruit drivers and generate at least $1500 in revenue each month. - Assist in marketing endeavors to attract potential clients. This involves creating engaging social media content, managing Instagram advertising, and optimizing my website to increase traffic and visibility. The ideal candidate for this project should have a comprehensive understanding of the trucking industry, expe...

The digital services shop is an electronic platform that relies mainly on a financial wallet. Through this wallet, the customer provides the store’s services and at the same time deducts the value of the service from the wallet. The most important of these services available in the store are: In-store shopping service Money transfer service within the platform (deposit - withdrawal - quick transfer - cash withdrawal) Phone charging service Goods transportation service The platform also allows merchants to open a portal to the store to display their goods and services. The platform system must also include agents who withdraw cash from the digital wallet

The digital services shope is a project that provides a financial service within the platform, such as charging phones, paying electricity and water bills, paying purchases within the platform, and providing digital shops within the platform to display them to customers.

...hunt for an experienced financial products salesperson, with a knack for selling a breadth of products including insurance, credit cards, and demat accounts, amongst others. Key Responsibilities and Requirements: - Your main responsibility will be to drive online sales. - Applicants must have comprehensive knowledge of an array of financial products. - You should have a proven track record in sales. - Extremely crucial is your ability to build relationships with customers. Your previous work should demonstrate your talent in developing and nurturing lasting customer relations. Preferred Skill Set and Experience: - Proficient in online sales techniques and tools. - Can maintain excellent customer relationships. - In-depth understanding of different financial ...

...termination fees, if applicable. Timeline: 2 days from initiation. Review and Revisions: One round based on immediate feedback. 2. CEO Appointment Agreement Objective: Formalize the CEO's appointment with a profit-based compensation plan, including strategic acquisition responsibilities, termination clauses, and financial oversight. Deliverables: An Appointment Agreement outlining terms, compensation, strategic duties including acquisition efforts, resignation, death implications, and financial transaction oversight, in English and Arabic if required. Scope Details: Compensation Structure: Tied to 95% of audited net profits, with no fixed salary. Acquisition Efforts: The CEO is tasked with seeking a complete acquisition by third parties, eligible for 50% of the t...

...(broken down by location inside the property), and view, analyze, compare the allotted amounts and specific items allowed by the insurance company and the same location compare and contrast our opinion of what this should look like (usually way more money that the insurance company allows), and then point out in a table the deficiencies of the insurance company's version to ours, and point out the financial impact of the omissions on the part of the insurance company and/or calculations made by their file relative to ours. By way of example: our file says 100 sq feet at $10 per square foot, their file say 80 sq ft at 8 dollars per foot. the table should then identify the room, identify that the insurance company allotted 80 sq ft and we calculated 100 sq ft, then our pric...

I'm in need of an expert to conduct a techno-economic viability report for a distillery industry project I'm considering, focused on setting up an ethanol plant. Key details include: - The expected output of the plant is 200KLPD. - Raw material for ethanol production will be starch-bearing grain. - The chosen technology is solely distillation. Experience in process engineering, pa...will be starch-bearing grain. - The chosen technology is solely distillation. Experience in process engineering, particularly with distillation and starch-bearing grain, is essential. Knowledge of the ethanol industry and ability to evaluate the economic viability of such a project are also imperatives. Your report should ultimately help quantify whether this proposed project lends itself to fina...

...for a comprehensive bundle of services including energy, broadband, mobile, and insurance. Your task will be both challenging and rewarding, as you will actively engage with potential customers including friends, family or strangers and help them realize significant savings on their utility expenses. Key Responsibilities: - Conducting 15-minute walkthroughs using our portal that showcases the financial savings of our bundled services. - Signing up the customer onto the platform Ideal Skills & Experience: - Excellent and friendly communication skills. - Basic computer skills. Our portal offers three key features that you’ll leverage during customer acquisition: - Utility comparison: Showcase comparisons of customers' current utility costs against our cost-saving ...

...Compliance: Ensure that the platform complies with relevant financial regulations and KYC (Know Your Customer) procedures to prevent money laundering and fraud. Project Deliverables: A fully functional custom blockchain platform with the features outlined above. Documentation for the platform, including user guides for investors and administrative manuals. Source code with detailed comments for future maintenance and scalability. A plan for ongoing technical support and maintenance post-launch. Requirements for Freelancers: Proven experience in blockchain development, specifically with creating custom blockchains and integrating cryptocurrency payments. Strong knowledge of smart contract development and deployment. Experience with financial applications and understandin...

Included in scope of work: - Review storyline and propose structuring enhancements - Structure each slides and provide / refine content - Design beautiful slides Excluded from scope of work: - Market study - Competitor analysis - Financial modeling

...We're seeking forward-thinking investors who appreciate the transformative power of AI, eager to fund groundbreaking technology for lucrative returns. • Expert Advisory: Beyond monetary involvement, we also need strategic advisors knowledgeable in AI and tech investments, to guide our corporate decision-making and growth strategies. Ideal Skills & Experience: Freelancers with experience in financial advisement, investment acquisition, and technology start-up sectors will have a distinct advantage. Knowledge of and passion for AI is highly advantageous....

...solution should maintain a maximum of 10 open trades at any given time, to manage risk and control volatility. - For the sake of flexibility, the application should also allow adjustment of the indicator settings and conditions for buying and selling ex: up arrow down arrow buy or sell . Ideal skills and experience: - Previous work experience on app development. - A good understanding of financial markets, trading strategies, and experience with Fractal indicators would be a huge plus. - Knowledge of Pocketoption platform would significantly increase your chances of a successful project. - A keen eye for details with an emphasis on accuracy and the user experience. Through this app, I aim to streamline my trade process, minimize human errors and increase efficiency. I b...

I need a virtual assistant who is also a CPA for my trucking firm. You'll provide less than 10 hours maybe more per week providing essential assistance with: - Financial bookkeeping: Implement and manage a comprehensive, trucking-focused system. - Scheduling and Dispatching: Assist with coordinating schedules for drivers. - Tax and Accounting: Handle tax and accountancy needs, ensuring all tax codes and regulations are followed, and provide me insight on the company's financials. Ideal candidates must have experience in bookkeeping, scheduling, dispatching, tax and accounting in a trucking context. Knowledge with QuickBooks, FreshBooks, or Sage 50 will be an advantage. However, if none, please be prepared to provide recommendations for which accounting software is best ...

...presentation is to inform the team about a significant change in the financial structure. It's important that you understand how to make these type of changes comprehensible and engaging, rather than overwhelming. I will provide the contents but want the presentation to highlight: - Interpretation of complex financial data - A structured outline of the newly allocated budget plan - Key performance indicators related to these changes Ideally, you should have significant experience in creating corporate finance presentations with a portfolio to demonstrate this. You will need to have a keen eye for detail, excellent data interpretation skills and a knack for presenting typically dry information in a digestible, engaging manner. Financial literacy is a must as i...

I need a talented individual...editing for educational purposes. Here's what the project involves: - Content Writing: Creating engaging and concise written content for share market shorts/reels videos. The ability to communicate complex financial concepts in a clear and accessible way is crucial. - Video Editing: The videos need to be edited in a cinematic style. This is to make the educational content more engaging and captivating to the viewers. Proficiency in editing software and a keen eye for visual story telling are key for this role. Ideal Skills: - Strong writing skills, preferably with experience in financial topics. - Expertise in cinematic-styled video editing. Looking forward to your creative and innovative approaches to make learning about the stock ma...

I'm in search of a proficient researcher with a keen eye for detail. The task involves gathering data of Senator Pete Campos of New Mexico over the last decade, from the NM legislative counsel website to google searches or any website and any other reputable online documents. Political research. Criteria for the data: - Newspaper clippings with links - Controversy articles, speeding or DUI - Financial sponsor for state grants to Guadalupe County or The Anton Chico Land Grant. Donations made through both cash and online transactions are of interest. No specific individuals or organizations are targeted and no particular date ranges are specified. However, any extra insightful details are welcomed. Ideal candidate should possess: Franken Construction connection Look up name...

Need logo RY Home Loan & Financial Services Our services: Home Loans Requirements : - Clean logo - No 3D logos - No titled logos - No Emboss effect - No Gradient

I'm in need of a skilled Power BI developer to create a comprehensive dashboard for my financial operations. This dashboard will incorporate data from the Income Statement, Balance Sheet, and Cash Flow Statement, all sourced from Excel spreadsheets. Ideal Skills and Experience: - Mastery in Power BI - Solid experience in financial data analysis - Proficiency in Excel Core Responsibilities: - Design and develop a functional Power BI dashboard - Incorporate data from multiple financial statements - Ensure accuracy and consistency of data Note: We have missed filling out the Key Performance Indicators (KPI) we wish to track on the dashboard in the preliminary stage. We will discuss this further upon the start of the project, so that we can tailor the KPIs to sui...

#HiringAlert Exciting opportunity for Everyone! Anyone who are passionate about helping others achieve financial goals We're looking for motivated individual to join our esteemed organisation as Advisor. Benefits - Work form home , flexible work hours,and being your own Boss. Roles Description - Part time Advisor with the flexibility of remote work . Key role in generating leads, Educate potential customers about life insurance and policy Good communication skills Key Responsibility - Promote and refer potential buyers Identify potential customers buyers Expand your network Requirements - Minimum 12th (HSC) Proactive and self motivated Strong communication skills -Training and support - No Target or reporting - Unlimited Earning potential - Government approved licence (IR...

...schedule, resource allocation, and any creative inputs you deem fit. A step-by-step action plan would aid in illustrating your vision in line with mine. 2. Financial Management and Contract Letting: This project calls for an expert well-versed in the art of financial management and contract letting. Your resolute grasp on these areas will be crucial. Experience in large-scale commercial construction projects would be of significant interest, although an innovative approach to problem-solving and strategy planning will earn my eagerness without fail. If you have mastered the blend of commercial construction and intricate financial planning, your assistance will be appreciated. Your skills could result in a striking, commercially viable building that will impres...

...project embodies a dual-purpose platform: a blog and a forum. We need a combined format allowing for community discussion and informational articles. - The focus of our blog revolves around financial topics. The freelancer ideally will have experience or a keen interest in finance, offering insightful and valuable content to our audience. - We will provide some content for the blog, but part of the workload will be creating additional relevant content. We'll need you to emphasize clear, engaging, and accurate financial information. Skills and Experience: - Experience with WordPress. - Proficient in modern web design aesthetics. - Understands forum integration on WordPress. - Exceptional content creation capability. - Background in finance or finance technology...