Financial Services Planning Jobs

4 were found based on your criteria

  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    A good starting point for reviewing your free credit score history and information is The Annual Credit Report, a service sponsored by the three leading credit bureaus and authorized by the Federal Trade Commission. By using the free credit check website, you can see all three of your reports instantly as this service is offered to you for free once a year. How do I get my report online? You can get your credit file by logging onto . Once there ...
  • Fixed-Price – Est. Budget: $50.00 Posted
    This is a quick and high paying job offer. Just need a VBA Macro code that can allow to automatically download the financial statements (cashflow, blalance sheet and income statement) of any company ticker that I enter. Source to download from is morningstar.com and advfn.com (previous 5 years data). Download files can be saved on excel worksheet or .csv file
  • Hourly – More than 6 months – 30+ hrs/week – Posted
    The company based in Australia is a firm of successful and trusted financial advisors. Retirement Planning, Lending and Finance, Risk and Insurance and the increasingly popular Self-Managed Superannuation are where their strengths come to fruition. They are currently looking for a home based, full time, long term Paraplanner. Purpose of the Role The Paraplanner is responsible for: Overseeing the operational aspects of the risk process within the business for the purpose of driving process efficiency and consistency Supporting and assisting ...
  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    I have relatively simple cap table that includes equity and convertible debt. I need a finance expert who can help me create various scenarios that would include examples such as: 1. The existing convertible debt converts to equity at the next funding event. I need someone who can create scenarios that would show how the cap table is affected based on how much is raised at the funding event. 2. If the existing investors want to keep their pro-rata share ...
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