Financial Services Planning Jobs

267 were found based on your criteria

  • Fixed-Price – Est. Budget: $150.00 Posted
    I use Xero for my business and have a number of months unreconcilled in Xero. I require you to: - Set up my PayPal account to feed into Xero and reconcile - Reconcile my two Bank Accounts which currently do feed into Xero The initial project of reconciliation from July 2014 to February 2015 is required urgently within 4 days. This is a one off project however if done with great expertise and without errors this will become an ongoing job for ...
  • Hourly – 3 to 6 months – 10-30 hrs/week – Posted
    I need a part-time analyst to help with business modeling (Excel) and projections for an online content site. I am looking to build out basic financial model for an online news site. The model should project revenue vs expenses over the next five years. Because it is a news site, the model will invariably tie revenue growth to CPM, audience growth numbers, impressions, etc. Maybe we will need to add in additional revenue sources such as subscriptions. Costs variables will ...
  • Hourly – More than 6 months – Less than 10 hrs/week – Posted
    I need to find someone who both understands business mathematics, compensation, revenue models and contract value presentations. Someone who can develop from scratch a functioning sales compensation model that as values are changed they reflect in the entire sales revenue and profit presentation. I am NOT opposed to working with someone in INDIA - HOWEVER you MUST BE ABLE TO SPEAK AND UNDERSTAND English fluently. This is an immediate requirement - DO NOT WASTE MY TIME!!!!! if you can't handle comprehensive ...
  • Fixed-Price – Est. Budget: $20.00 Posted
    Hi I have attached 3 problems related to Finance/Investments. The questions are provided in the attachment for your view. The data in an excel sheet will also be provided to your once you send a message or show interest to do the job. PLEASE GIVE ME THE TIME AND THE COST TO COMPLETE THIS PROJECT. Thanks
  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    Need finance consultant to do interest calculations for our short-term loan startup. Consultant should produce a spreadsheet detailing the interest rates (APR) for the various loans we do. Loans range from $50-$500 (USD) and we charge them various amounts per day (depending on type of customer). Our rates will be published publicly. We also need to project earnings based on number of loans, loan size, cash flow, risk, etc. so we can make sure we charge the right amount ...
  • Hourly – More than 6 months – Less than 10 hrs/week – Posted
    Job requirements • Conducts in-depth reviews of our financial circumstances, current provisions and future aims • Complete risk analyses • Designs financial strategies • Assists to make informed decisions • Review and responds to clients changing needs and financial circumstances • Creating a sales target • Produces financial reports • Keeps IQ in check • Regularly checks in with Book Keeper and accountant(Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.) • Must ...
  • Hourly – 3 to 6 months – Less than 10 hrs/week – Posted
    Personal experience on trading/stock market/investing required. In your cover letter, just highlight your credentials related to the job title. Also, add "mabuhay" on top of your cover letter.
  • Fixed-Price – Est. Budget: $25.00 Posted
    Hello contractors, New FinTech startup seeking a contractor to write a risk profile questionnaire for software we are writing. Questionnaire should not exceed 15 questions. The important factor is the questionnaire should have some way to calculate a numeric score which would put the user into their appropriate risk tolerance profile. The five profile groups I want to account for are: -Ultra Conservative -Conservative -Moderate -Aggressive -Ultra Aggressive
  • Fixed-Price – Est. Budget: $50.00 Posted
    Hello and thank you for reading this job posting. We have a spreadsheet calculation that compares two scenarios one being a default scenario and one using a financing strategy. We are looking to have a more visually appealing way of displaying this without compromising the integrity of the financial information. We are open to using smart art, charts or other methods of displaying the information. I've included the spreadsheet and I have another screenshot video that's a walk-through ...