Planejamento Financeiro Jobs

Preciso de um arquivo, em Excel ou Google drive, que reúna toda a rotina financeira que eu possa colocar os gastos fixo do mes os gastos nao fixo, valores de boleto em aberto saldo que foi recebido e o saldo de debito, valor recebido em cadas conta da empresa, ser adicionado também uma aba de valores a pagar, que posso colocar os boletos e parcelas em aberto Planilha de vendas, que possa projetar a quantidade que foi vendida no mes o valor total o bairro que mais contratou, onde o cliente viu nossa empresa Planilha a receber e a pagar nessa planilha gostaria de adicionar notas fiscais que foram emitidas e que falta pagamento para ter o melhor controle de cobrança, quando for pago adicionar que foi pago, de forma mensal e da mesma forma a pagar, das notas emitidas foi p...

Zoho Books Specialist (Individual Freelancer) – UAE Accounting | Long-Term Monthly Retainer Objective I am looking to engage an individual Zoho Books specialist on a long-term monthly retainer to manage and review bookkeeping for my UAE-based company. Scope of Work Maintain bookkeeping entries in Zoho Books Review and audit transactions entered by the internal team Ensure accuracy, consistency, and compliance with UAE accounting practices Prepare monthly or quarterly financial reports, depending on activity Act as a support resource for Zoho and accounting-related queries Workload Structure Current transaction volume is very controlled and low, allowing for clean processes and quick reviews Workload is expected to scale gradually, making this suitable for someone seeking st...

I run a growing small business that’s already set up in Zoho Books, and I’d like to bring on a detail-minded bookkeeper for a $500 engagement to keep our day-to-day finances running smoothly. Your core focus will be managing all accounts payable and receivable within Zoho Books, with seamless hand-off to me for approvals when needed. In practice that means creating and sending invoices, recording incoming payments, coding and paying vendor bills, and keeping every transaction properly categorized so nothing slips through the cracks. Alongside the A/P and A/R work, I also need you to: • Process bi-weekly payroll through Zoho Books’ payroll module (tax filings are already automated). • Track and classify expenses as they come in, attaching receipts for easy...

I need an engaging, interactive workshop for college students on personal finance. The workshop should cover: - Budgeting and Saving - Investing Basics - Debt Management What not to do for a college student - fomo/ Yolo etc Financial habits How to choose the right job Which field to focus on Concept of personal balance sheet What to focus - savings vs investment FU Money How to much earn vs how much to save Concept of financial freedom Savings instruments Salary Negotiations- higher fixed vs higher variable Longevity of job vs risky high paying job Suggest an appropriate session topic for dame The workshop should last 1 hour and be designed to actively involve students, encouraging participation and discussion. Ideal skills and experience: - Experience in personal finance educatio...

I’m ready to take my credit from problem-ridden to pristine and need an experienced professional to guide the entire journey. My reports show late payments, several collections/charge-offs, and signs of identity-theft-related entries. I have not started any disputes or contacted creditors, so you’ll be stepping in at the very beginning and can shape the strategy from scratch. Your role will include pulling together an actionable plan, drafting and sending compliant dispute letters, following up with the three bureaus and individual creditors, and advising me on any fraud-related steps to clear the identity-theft items. A strong grasp of FCRA, FACTA, and FDCPA requirements—as well as proven results in removing negative items and negotiating pay-for-delete or goodwill ad...

I need a hands-on professional who can take my small company from “loan idea” to “cash in the bank.” The sole focus is a commercial loan; other instruments such as corporate bonds or convertible debt are off the table for this mandate. You will package our financials, shop the deal to suitable lenders (banks, SBA-backed programs, non-bank financiers), negotiate terms, and manage the closing checklist until the wire hits. Throughout the process I expect clear, timely updates and guidance on lender feedback so I can make fast decisions. Deliverables • Lender short-list with rationale • Complete credit package ready for submission • Negotiated term sheet accepted by both parties • Coordination of diligence items and legal docs •...

Buscamos a alguien que pueda comenzar a las 10:00 (hora España) **HORARIO NO FLEXIBLE**, de lunes a viernes. Es un proyecto A LARGO PLAZO. Te proporcionamos un guion cifras y URLs. Tu trabajo es abrir cada enlace y comprobar que el dato está ahí (gráficos, titulares de noticieros...Etc). Y si un enlace no funciona, buscar otro que confirme lo mismo y cambiar la URL en el guión. Duración: 1–1,5 h/día. Pago: 6,8USD/h. Coméntanos que estudios/conocimientos sobre la bolsa americana tienes.

I need a comprehensive analysis discussing the four functional areas within a business and their role in managing change and growth. The focus areas are Marketing, Finance, and Operations. The analysis should cover: - Marketing: - Market Research: Techniques and importance. - Customer Relationship Management: Strategies to enhance customer loyalty. - Finance: - Budgeting: Methods and significance for businesses. - Financial Analysis: Tools and metrics for assessing financial health. - Operations: Overview of role in business efficiency (specific aspects can be discussed). Ideal Skills and Experience: - Strong understanding of business functions. - Experience in market research and financial analysis. - Excellent writing and analytical skills. Describe the functional area. Wha...

Saya ingin memaksimalkan hasil investasi agar dapat membantu kebutuhan ekonomi orang tua. Fokus utama saya adalah reksa dana—mulai dari memilih produk yang tepat, memahami profil risiko, hingga menyiapkan rencana penarikan dana yang realistis. Ruang lingkup kerja: • Analisis singkat situasi keuangan keluarga saat ini (tanpa data sensitif). • Rekomendasi portofolio reksa dana yang sesuai dengan profil risiko konservatif–moderat. • Penjelasan biaya, potensi imbal hasil, dan jangka waktu ideal. • Panduan langkah-demi-langkah membuka akun, mengeksekusi pembelian, dan memantau kinerja. • Tips praktis pengelolaan arus kas agar kontribusi bulanan tetap aman. Nilai tambah yang saya hargai: • Contoh simulasi return dengan asumsi realistis. &bull...

I head a village-based self-help group and we are preparing a one-off loan sale whose sole purpose is to channel fast, affordable emergency funds to our village cooperatives. I need a seasoned finance professional who can translate this objective into a clear, investor-ready package and an easy-to-run disbursement process. Here is what I need from you: • A succinct loan portfolio outline that shows ticket sizes, repayment horizon, and interest structure geared toward emergency aid. • A simple risk-mitigation framework and repayment tracking sheet (Excel or Google Sheets is fine) that local coordinators can maintain without outside help. • Lending and borrower agreement templates written in plain language yet compliant with standard micro-finance practice. • A br...

Saya sedang mengembangkan bisnis dan membutuhkan konsultasi bisnis khusus di bidang manajemen keuangan. Fokus utama saya adalah: • Menyusun sistem pengelolaan keuangan yang rapi dan terukur • Mengoptimalkan arus kas dan penganggaran agar tetap sehat • Memahami laporan keuangan untuk pengambilan keputusan strategis Saya menginginkan sesi konsultasi online secara berkala, dokumen panduan praktis, serta rekomendasi langkah-langkah implementasi yang bisa langsung saya terapkan. Jika Anda berpengalaman membantu pemilik usaha merapikan keuangan dan siap memberi arahan jelas, saya menantikan kolaborasi kita.

I need QuickBooks Desktop 2024 Premium user to bring several company and personal files fully up to date. The work involves entering bank transactions along with all income and expense activity spanning multiple years for more than one company files. Beyond catching up the books, I want each file configured for smoother day-to-day handling: bank feeds connected, auto-match rules refined, and due-date reminders or memorized transactions set so routine postings happen with minimal manual effort. All work must be done live through a secure screen-sharing session (AnyDesk or TeamViewer). No local copies or file downloads. I am on Pacific Time and prefer sessions scheduled within that window so we can collaborate in real-time when questions arise. If you are comfortable navigating QuickBo...

Necesito a alguien con comprobada experiencia en contabilidad dentro de los Estados Unidos que se encargue de mantener mis libros financieros al día. El trabajo consiste en: • Registrar y clasificar todas las transacciones a diario. • Garantizar que los estados financieros (balance general, estado de resultados y flujo de efectivo) reflejen fielmente las normas GAAP de EE. UU. • Detectar discrepancias y corregir errores antes de los cierres mensuales. • Proporcionar reportes rápidos cuando los requiera para decisiones operativas. Trabajo con QuickBooks Online, por lo que deberás sentirte cómodo usando la plataforma y sus integraciones bancarias. Facilitaré acceso remoto seguro a mis cuentas y un calendario claro de cortes y e...

Seeking Founding CEO / Partner – US-based E-commerce Startup I am looking to connect with a heavy hitter in the E-commerce space. We are in the late stages of planning a high-growth dropshipping venture targeting the US market, and we need a CEO with the operational grit to lead the charge. What we’re looking for: • 3+ years of proven experience (preferred) specifically in the dropshipping/E-commerce model. • Deep expertise in the US Marketplace (supply chain, compliance, and consumer trends). • A track record of scaling brands from $0 to 7+ figures. • Someone based in the United States to lead domestic operations and strategy. This isn’t just an "employee" role; this is a partnership for someone who wants to build a legacy and has the disc...

The concept is locked, the niche is validated, and I’m ready to turn months of research into a fast-scaling U.S. dropshipping brand. What I need now is a founding CEO who can own day-to-day execution and help translate vision into revenue. My priority is a rock-solid, U.S.-based supply-chain strategy—vendor vetting, domestic and international compliance, and the fine detail that keeps shipping times tight and customers happy. If you have already shepherded brands from zero to seven figures, you know how critical that backbone is. Alongside supply-chain mastery, I want someone who can navigate LLC creation so we start with the right corporate structure, cap table, and operating agreement. Your experience forming and running U.S. entities will save us valuable time. The window...

I’m conducting a brief, compensated study on behalf of a market-research firm to understand how finance leaders who oversee both Accounts Payable and Accounts Receivable handle invoice management today. The task is simple: complete a short online questionnaire that explores current workflows, automation levels, and bottlenecks in your invoice life-cycle. Most participants finish in under 10 minutes, and I can release payment immediately once your submission is validated. Because the insights are time-sensitive, I need your responses as soon as possible, ideally within the next day. Deliverable • One fully completed survey (all questions answered honestly and in detail). Acceptance Criteria • Survey is submitted through the provided link. • Answers reflec...

Busco apoyo inmediato para poner al día y mantener en orden la contabilidad de mi pequeña empresa dentro de Holded. Lo que necesito ahora mismo: • Gestión de facturas: alta, clasificación y archivo correcto en la plataforma. • Conciliación bancaria semanal para que los saldos coincidan sin desajustes. • Seguimiento de recepción de pagos, avisando oportunamente de facturas vencidas o próximos vencimientos. Valoro que manejes Holded a nivel intermedio; es la herramienta que utilizamos a diario y quiero aprovechar sus automatizaciones sin complicarme con configuraciones avanzadas. Si, más adelante, podemos ampliar a la preparación de informes financieros, genial, pero por ahora el foco es dejar todo cuad...

I need a financial expert to handle weekly accounting as per US GAAP accounting. Pls share a monthly fee quote Ideal Skills and Experience: - Expertise in US GAAP - Experience in financial reporting - Attention to detail and accuracy - Relevant industry experience (preferred but not mandatory) Please share your qualifications and similar work experience.

Saya sedang berjuang keluar dari jerat kemiskinan dan membutuhkan bimbingan bisnis khusus di bidang keuangan—tepatnya pengelolaan hutang. Saya ingin bekerja sama secara pribadi dengan seorang konsultan atau coach yang dapat: • Menelaah kondisi utang saya sekarang dan memetakan prioritas pelunasan. • Membuat rencana anggaran praktis yang cocok dengan pendapatan saya saat ini. • Memberi panduan langkah-demi-langkah agar saya disiplin menabung dan tidak menambah utang baru. • Menjelaskan konsep dasar arus kas, bunga, dan negosiasi dengan kreditur dengan bahasa sederhana. • Menyediakan template atau alat sederhana (misalnya spreadsheet Excel atau Google Sheets) untuk memantau progres mingguan. Keberhasilan proyek diukur dari tersusunnya rencana peluna...

I'm a serial entrepreneur and business strategist based in the Netherlands, looking for an experienced investment coach, mentor, or consultant to help me grow my personal investment portfolio strategically and sustainably. I currently trade and invest through across multiple asset classes: stocks (individual equities), commodities (gold, oil, etc.), cryptocurrency (BTC, ETH, and selected altcoins), and ETFs (index and sector-based). What I'm Looking For: * Portfolio Strategy & Allocation – Building a well-diversified portfolio tailored to long-term capital growth, balancing risk across asset classes * Risk Management – Setting up proper stop-losses, position sizing, leverage management, and overall risk frameworks * Market Analysis & Forecasting – Te...

We're looking for a fractional Managing Director to run the day-to-day business of Layerline (), a global 3D printing marketplace selling printers, filament, and accessories worldwide. You'll be the person in charge — coordinating all departments, driving execution, and making sure the business grows. The founder stays involved at strategic level, but you run the show. Layerline is the immediate focus, with the role expanding to other ventures in our portfolio over time. Freelancers only — no agencies. Flexible, ongoing engagement with potential to grow into a full-time role and long-term partnership. --- ABOUT LAYERLINE • Global 3D printing marketplace — 100+ products (printers, filament, parts & accessories) • Worldwide shipping, competitive pr...

Saya sedang mencari pinjaman untuk mengembangkan sebuah usaha kecil yang saya kelola. Agar peluang persetujuan lebih tinggi, saya membutuhkan bantuan menyiapkan dokumen pinjaman bisnis yang lengkap dan meyakinkan. Apa yang saya perlukan: • Ringkasan profil usaha kecil saya—visi, produk, dan pasar sasaran. • Proyeksi keuangan realistis (arus kas, laba-rugi, dan titik impas) untuk minimal 12 bulan. • Analisis kebutuhan modal serta rencana penggunaan dana pinjaman. • Executive summary dan slide presentasi singkat yang siap saya ajukan ke bank atau lembaga keuangan. Saya akan menyediakan data penjualan, biaya operasional, dan detail lain yang diperlukan. Tolong jelaskan pengalaman Anda menyiapkan proposal pinjaman untuk UKM, contoh hasil kerja serupa, da...

Saya menargetkan pendapatan konsisten sekitar Rp 30.000.000 setiap hari melalui jalur investasi, khususnya di pasar saham. Pengalaman saya masih terbatas—saya baru mengenal analisis dasar dan belum pernah mengelola portofolio dengan nominal besar. Yang saya butuhkan: • Rencana langkah-demi-langkah untuk mencapai target pendapatan harian, lengkap dengan estimasi modal awal yang realistis. • Metode pemilihan saham (screening), indikasi entry–exit, dan manajemen risiko yang terukur. • Panduan penggunaan platform trading, termasuk penjelasan fitur penting seperti order type, margin, dan stop-loss. • Template jurnal trading harian agar saya bisa merekam performa dan melakukan evaluasi rutin. • Sesi konsultasi singkat (online) untuk menjawab pertanya...

I need assistance to elevate my financial readiness assignment from merit to distinction level. The assignment is cantered on Financial Readiness for MBA. Requirements: - In-depth knowledge of financial concepts, particularly in the context of MBA readiness. - Exceptional analytical and writing skills. - Experience in improving academic coursework to higher grades. Ideal Skills and Experience: - Background in finance or related fields. - Proven track record in academic writing and problem-solving. - Ability to provide constructive feedback and enhance existing content. Most importantly; how to elevate the work from low medium merit to 80-85%

We're looking for an experienced accountant or financial controller to support a portfolio of international technology and ecosystem ventures. This is a flexible, ongoing engagement — open to independent professionals and agencies — with the potential to grow into a fractional CFO role. ABOUT US We operate multiple ventures across ecosystem infrastructure (B2B SaaS), e-commerce, technology solutions, and startup ecosystem coordination. Our activities span Europe and North America, and we work closely with accelerators, innovation hubs, and tech startups globally. We manage multiple legal entities across jurisdictions, including Dutch BVs and potential US structures. WHAT WE NEED We need someone who can handle the full financial picture across our ventures. Here's wh...

Saya bertekad membangun rumah kost untuk orang tua sekaligus menyiapkan biaya berhaji mereka. Untuk itu, saya membutuhkan bantuan dalam dua hal: 1. Perencanaan keuangan • Proyeksi biaya pembangunan kost dan estimasi penghasilan pasifnya. • Perhitungan tabungan haji, termasuk jadwal setoran serta simulasi inflasi. • Saran instrumen investasi syariah agar dana berkembang sambil tetap aman. 2. Strategi penggalangan dana • Konsep kampanye yang memanfaatkan komunitas keagamaan sebagai kanal utama, misalnya masjid, majelis taklim, atau organisasi pesantren. • Rencana komunikasi: narasi, materi presentasi, dan ajakan donasi atau musyarakah. • Daftar kontak komunitas/figur agama yang relevan lengkap dengan alasan pemilihannya dan cara m...

Project Description I’m looking for an experienced freelance Chartered Accountant to assist me on an hourly, ad-hoc basis with financial modelling and financial planning tasks. This is support for my own finance-related work and requires someone comfortable working independently and delivering high-quality financial analysis. ⸻ Scope of Support Tasks may include: • Building and maintaining financial models (P&L, Balance Sheet, Cash Flow) • Assisting with cash flow forecasts and budgets • Forecast vs actual variance analysis • Reviewing financial performance and highlighting key issues • Providing written financial commentary and recommendations Work will be assigned as needed and scoped in advance. ⸻ Required Experience • Chartered Acco...

I'm looking for a comprehensive financial projections plan for my fashion startup. Key components needed: - Revenue Forecast: Project sales and income. - Expense Forecast: Detail all operating costs. - Profit and Loss Statement: Summarize expected profits and losses. Ideal skills and experience: - Expertise in financial modeling - Experience with startups, especially in fashion industry - Strong analytical skills - Ability to work without existing financial data