Financial Services Planning Jobs

4,081 were found based on your criteria

  • Hourly – More than 6 months – Less than 10 hrs/week – Posted
    We have been retained by a client at the consultant microjob portal - http://hourlyconsultant.com for choosing Investment Consultants. The ideal consultant would - Have in depth knowledge of different financial products Be adept with financial industry, stocks and shares Have exposure to banking and corporate procedures Exposure to portfolio management an added advantage Analyse risks and advise accordingly Formulate and create RFPS Candidates with experience most welcome.
  • Hourly – More than 6 months – Less than 10 hrs/week – Posted
    I am looking for someone who can teach me everything I need to know about the foreign currency exchange market, forex. I need help learning how this market operates and how to actually make money with forex. I am an ameture with forex but would love the opportunity to learn from an expert.
  • Hourly – More than 6 months – 30+ hrs/week – Posted
    Position Title, Responsibility Level: Senior Associate / Lead Associate Function: Finance Transformation Reports to: Sr. Manager / Manager Permanent/ Temporary: Permanent Span of Control: NA Location: US Key Responsibilities: The responsibilities attributable to this role have been enumerated as follows: - Execute and Lead IT Risk & Compliance, IT Audit, ERP Advisory &Control Assurance engagements. - Scoping/budgeting/resourcing, coordinating & controlling project activities. - Identifying new business opportunities, preparing RFPs and other business collaterals - Maintaining strong client relationships. - Demonstrate deep technical capabilities and professional knowledge. Demonstrate ...
  • Hourly – More than 6 months – 30+ hrs/week – Posted
    Position Title, Responsibility Level:Senior Associate / Lead Associate Function:Finance Transformation Reports to:Assistant Vice President Permanent/ Temporary:Permanent Span of Control: NA Location: US Key Responsibilities: - Proficient with ccontrol evaluation and the testing of Application and General Controls for various AML-IT applications deployed for (CIP, OFAC & TMS) financial services regulatory environment particularly with respect to BSA/AML/OFAC - Strengthening the IT processes and controls per the leading practices while addressing the repeated issues as reported by the client’s Internal Audit department - Ability to independently execute risk-based audits, including risk and control identification and controls testing, with an emphasis on Anti-Money Laundering (AML), Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) regulations and SEC /FINRA governance processes. - Participate in Internal Audit’s annual risk assessment and planning - Independently develops and executes risk-based IT audits, including risk and control identification and controls testing, with an emphasis on Anti-Money Laundering (AML), Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) regulations, Logical Security, Physical Security, Change Management, Business Continuity and Disaster Recovery; and Support for the IT infrastructure, business applications, and governance processes. - Plan, scope, execute and conclude IT projects with minimal supervision - Document clear and concise workpapers according to COSO/COBIT standards - Draft reports ...
  • Hourly – More than 6 months – 30+ hrs/week – Posted
    Position Title, Responsibility Level: SA/LA – Data Analytics Function: Finance Transformation Reports to: Sr. Manager / Manager Permanent/ Temporary: Permanent Span of Control :0-2 Direct Reports Location: US Essential Responsibilities: On-Project Responsibilities: - Understand client requirements, business processes and data sources and define project objectives accordingly - Assist with data identification, data acquisition, data cleansing, data preparation, completeness testing, data loading, etc - Write scripts to analyze data based on business rules for ad-hoc analytics projects and/or development and implementation of reusable data ...
  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    Research will support a small deal team in merger and acquisition deal generation efforts. Responsibilities include identifying, researching, and profiling potential acquisition candidates in specific industries to private equity and corporate clients. The first industry to focus on is Specialty Pharmacies.
  • 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 ...
  • Fixed-Price – Est. Budget: $200.00 Posted
    I need to build a very preliminary financial model to give to potential investors interested in buying land in Tulum (Mexico). I have all the assumptions / necessary data. I just don't have the time to build a professional looking model + charts myself.
  • Hourly – Less than 1 month – 30+ hrs/week – Posted
    Our firm is seeking a financial consultant to produce income/financial statements from 2012 to 2014. The core assignment is to produce our EBITDA for each year of business operations and breakdown %'s to revenue (payroll to revenue, technology to revenue, rent to revenue, etc.). We are a $5 million company that has been in operation for 4+ years.
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