Financial advisor email blasts jobs
...proven track record of handling complex financial records and reports. This position requires precision and the ability to work under tight deadlines. Responsibilities: • Prepare accurate monthly, quarterly, and annual financial statements. • Manage general ledger, accounts receivable, accounts payable, and payroll processing. • Ensure compliance with all federal, state, and local corporate, payroll, and other applicable taxes. • Conduct regular ledger maintenance and comprehensive reconciliation of all accounts. • Assist in the budget preparation and financial forecasting processes. • Provide detailed analyses and explanations of all transactions. • Prepare documentation for external auditors. • Implement a...
I'm looking for a talented article writer who can help me create engaging, detailed biographies around net worth analysis. The articles will need to cover different individuals and their professional and personal journeys. Key requirements: - ...in analyzing net worth, and presenting it in an accessible way - Strong writing skills, with the capacity to deliver both professional and personal tones - Quality sources to back up the net worth and biography analysis The ideal candidate will have a mix of a journalist's curiosity and a financial analyst's precision. This project will offer an opportunity to craft insightful pieces on successful individuals, and delve into the financial aspect of their lives. If you can combine storytelling with financial da...
...networking platforms and natural mall shops. - Business model: Defining the revenue streams, cost structure and target customers. - Competitive analysis: Analyzing the competitors in the professional networking platform and natural mall shops space in Italy. - Marketing plan: Defining the marketing strategies to attract users and customers to the platform and shops. - Financial projections: Creating detailed financial projections including revenue, expenses, and cash flow for the next 3-5 years. Ideal skills for this project: - Proven experience in creating business plans, especially for the Italian market. - Knowledge of professional networking platforms and retail industry in Italy. - Strong analytical skills for market research and competitive analysis. - Excel...
I'm looking for a seasoned sales trainer with exceptional negotiation and communication skills to develop and deliver a sales training program specifically tailored to the finance industry. The ideal candidate has: - Proven expertise ...Proven expertise in Investment Products. - Excellent negotiation and communication skills. - A track record of delivering engaging training programs. The program should span over the course of one week. Your role will not only involve designing the program, but also effectively delivering it to my sales team. The aim is to improve our team's sales strategies and customer engagement within the financial industry. If you have a passion for sales training and a deep knowledge of finance, you are the entrusted professional we need to enhance o...
W...Accounting, Bookkeeping , Auditing and other Financial Services, for our Company, Bliss Infovision Private Limited is a Private incorporated on 09 June 2014. Key Responsibilities: - Generate potential leads from the East Coast of the USA. Ideal Skills and Experience: - Moderate experience in the financial services sector. - Proven results in lead generation campaigns. - Familiarity with East Coast markets and sectors. We welcome the opportunity to work with an experienced individual who can help us strengthen our reputation and increase our client base in the USA. This is an overseas partnership opportunity with a well-established Chartered Accountant Professionals in India. Your insight, knowledge and skills in Lead Generation within the Financial Sector ...
...This schedule is designed to ensure continuity in my operations while allowing flexibility for you. Required Skills and Experience: - Proficiency in Microsoft Office Suite, especially in Excel, Word, and PowerPoint. Your ability to harness the full potential of these tools is crucial. - Familiarity with accounting software. Although not the main focus, this skill will probably be essential for financial tasks. - Exceptional organizational skills. You should be able to manage various tasks simultaneously without compromising quality. - Excellent time management. Given the volume of work, prioritizing tasks effectively is key. - Strong communication skills. I need someone who can articulate updates and issues clearly and professionally. - Prefer if you can speak Arabic; however, ...
I'm looking for an expert in EA (Expert Advisor) to optimize the performance of my current EA system. In particular, I'm interested in: - Enhancing the trading algorithm: You should have a profound understanding of trading algorithms, as this task will require you to optimize my EA's functionality substantially. - Implementing better risk management: Your work should focus on improving the risk management aspect of the trading algorithm. This means you have extensive experience with risk analysis and how it's applied in trading algorithms. Having background knowledge in finance would be beneficial for this task but isn't necessary. However, strong analytical abilities, problem-solving skills, and an eye for detail are a must. Bring your expertise to th...
...piece together the puzzle. This activity sharpens observation skills, deduction, and historical analysis. Question Everything: Pre-teens are naturally curious, so encourage them to ask questions about the exhibits. Is this artifact real or a replica? What is the artist trying to convey? This fosters a questioning mind, critical thinking, and a desire to delve deeper into information. Financial Whiz Kids in the Making: Museum on a Budget: Many museums offer free or discounted entry on certain days or for specific groups. Research these options and pre-plan your visit with your pre-teens. Let them help create a budget for the trip, including transportation, food, and souvenirs (if allowed). This teaches budgeting skills and responsible spending. The Value of Things: ...
...a virtual CFO to assist me with financial forecasting and budgeting for my business in accounting. Key Responsibilities: - Provide expert guidance and support in creating accurate financial forecasts. - Develop efficient and effective budgeting strategies to align with our business goals. - Offer insightful recommendations on financial planning, risk analysis, and performance measurement. Ideal Candidate: - Proven experience in financial planning, forecasting, and budgeting. - Extensive understanding of accounting practices, particularly in the accounting industry. - Prior experience using Xero for accounting software is highly desirable. - Strong analytical and problem-solving skills. - Excellent communication and presentation abilities to convey finan...
I'm looking for an experienced management accountant to help with various accounting tasks. MUST HAVE - qualified chartered accountant - minimum 10 years experience Key Responsibilities: - Financial Reporting: I need assistance in preparing detailed financial reports to ensure we have a clear picture of our financial standing. - Budget Forecasting: You'll be responsible for creating a reliable budget forecast to assist in our financial planning and decision-making processes. - Tax Preparation: I require support in preparing and filing taxes for the company to ensure compliance and minimize our tax burden. - UK Company Secretary: Knowledge of UK company laws and regulations is crucial in this role. You'll be responsible for ensuring we ...
I'm in need of a skilled email template designer to create a responsive email template that fits the Zoho CRM. Key Requirements: - The email template needs to be compatible with Zoho CRM. - It should be responsive, ensuring that it displays correctly on various email clients, including Gmail, Outlook, and Yahoo Mail. Application Requirements: - Please include your experience in designing email templates.
I am seeking an experienced email marketer to increase sales by targeting potential customers through product advertising. Key Responsibilities: - Creating a results-driven email marketing campaign focused on boosting sales - Skillfully targeting potential customers - Expertly leveraging product advertising in the campaign Ideal Candidate: - Has successfully executed similar email marketing campaigns - Excellent understanding of product advertising tactics - Proven track record in customer acquisition and sales generation.
...to help create a detailed business strategy for my upcoming baby milk infant formula brand in Saudi Arabia. I'm targeting a wide range of age groups, from newborns to toddlers, including specialty formula. Key Elements: - **Market Analysis**: This should outline the current market situation in Saudi Arabia, including competitors, market size, and trends. - **Financial Projections**: The business plan should include detailed financial projections over the next 3 years. This will be crucial for securing investments and planning our growth. - **Marketing Strategy**: I need a comprehensive marketing plan that will help us effectively reach our target audience in Saudi Arabia. - **Pricing Structure Strategy**: Your expertise in developing competitive pricing strategies wi...
...flow updates to the users. Key Functionalities: - Real-time Cash Flow Updates: The tool should be able to provide real-time monitoring and reporting of cash flow changes. User Data Input: - Integrating with Accounting Software: The tool should allow users to input their financial data by directly integrating with their existing accounting software like quickbooks. Ideal Skills: - Proficiency in SaaS tool development using a no code tool flutterflow - Experience with real-time data processing - Previous work on financial reporting tools - Familiarity with integrating systems with accounting software User journey - Register with Google account - link with accounting platform like Quickbooks (1 click integration) - Extract data and save the data in AWS securely - Do ...
I need an entry-level appointment setter to help with my financial services. The main tasks will be: - Interacting through Linkedin - Targeting clients within the financial services industry I require an individual that is: - Able to communicate effectively - Proficient in email and online chat via LinkedIn - Detail-oriented and able to maintain proper documentation - Enthusiastic and eager to learn Please provide examples of work in this field and success
...an expert who can manage my email marketing campaigns using SendinBlue. Your primary goal will be to increase my product sales through personalized updates and customer retentions. It's crucial that you're proficient in email marketing strategies and have past experience in using SendinBlue. Key Responsibilities: - Managing the entire email marketing process from sign up to booking - Create and implement strategies for boosting product sales - Develop engaging and personalized email content for customers - Work on customer retentions through strategic emails - Regularly analyze and report on the performance of email campaigns - Suggest and implement improvements for better results Ideal Skills and Experience: - Proven experience using Send...
...important financial information that needs to be accurately translated for business purposes. Project Details: Document Length: The balance sheet consists of 38 pages. Deadline: The translation must be completed by next week, asap. Expertise Required: I prefer a translator who has experience in financial or business translation, particularly with balance sheets. Technical Terminology: The balance sheet may contain technical financial terminology, so familiarity with such terminology is essential. Requirements: Experience: Please provide evidence of past translation work, particularly in the financial or business sector. Accuracy: The translated document must accurately convey the meaning and details of the original Italian balance sheet. Confidentiality: ...
I need a detail-oriented professional to help with my bookkeeping and prepare financial statements using Excel. Key Responsibilities: - Regularly update my Excel spreadsheets with day-to-day transactions - Prepare monthly financial statements for my business Ideal Skills & Experience: - Strong Excel skills, including advanced functions and formulas - Experience in bookkeeping and financial statement preparation - Attention to detail and a good understanding of accounting principles Please note: - The role is likely to require around 10 hours of work per month - I may consider transitioning to a more robust accounting software in the future, so experience with QuickBooks or Xero would be a plus.
I am looking for a professional who has experience in data scraping to extract email addresses of senior level employees in the Building Industry, specifically from the United Kingdom. This task involves collecting the email addresses of 100 senior level employees. Key Requirements: - I need the first name, job title, and email address of each employee. - All the email addresses should be from the United Kingdom. The ideal freelancer for this project should have: - Experience in data scrapping and data mining. - Proficiency in tools and techniques for extracting data from web sources. - Attention to detail to ensure the accuracy of the collected information. - Familiarity with the Building Industry and the job titles associated with senior level roles in this ...
As a growing business, I need a finance and accounting expert to assist me in streamlining our financial processes and managing our budget. Key Responsibilities: - Streamlining Financial Processes: I'm looking for someone who can review our current processes and suggest improvements. You should have experience in implementing efficient financial workflows. - Analyzing Financial Data: You'll be responsible for analyzing our financial data, looking for trends, discrepancies, or areas of improvement. Being able to provide recommendations based on this analysis is essential. - Creating Accurate Financial Reports: You'll be expected to prepare financial statements and reports that are accurate and easy to understand, helping me ma...
"Logan Legacy Enterprises" I am currently looking for an experienced graphic designer who can create a strikingly bold yet professional logo for my financial firm. With no specific design ideas in mind, I am completely open and eager to collaborate on unique concepts that will capture the essence of the brand. Ideal Designer: - Proven graphic design experience, particularly in logo development - Creativity and strong portfolio in design - Excellent communication and interpretation skills Style: - The style should be professional and bold. I seek to balance modern elegance with a commanding presence in the market. Color Palette: - The primary colors for the logo should be blue and black. A good understanding of color theory and the ability to provide suggestions for co...
I'm in need of an expert who can develop a risk assessment model for Cmbs SASB. ...main goal of this project is to identify and analyze risks associated with my investments. Key Project Details: - The primary focus will be creating a risk model for Cmbs SASB. - I will provide third-party analytics data which you will need to integrate into the model. - The development and implementation of this model will be done using Excel. Ideal Candidate: - Prior experience in financial risk assessment, ideally involving Cmbs SASB. - Proficiency in Excel is a must, as this will be the main tool for developing the model. Please provide any relevant past work or experience that you think aligns well with this project. We can discuss further details and expectations once we est...
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I'm looking for an experienced internet marketer to help me run a successful advertising campaign for my tour packages on Trip Advisor. Key Requirements: - Platform: The ads will be running on Trip Advisor , so I need someone who is well-versed in Trip Advisor Ads and has a proven track record of running successful campaigns. - Goals: The main aim of this campaign is to boost sales of my tour packages, so I am looking for someone who has experience in creating and managing high-converting campaigns. Your responsibilities will include: - Keyword Research: Identifying the most relevant and high-performing keywords related to tour packages in order to drive quality traffic. - Ad Creation: Crafting persuasive ad copy that highlights the unique selling points of my ...
Ideal Skills and Experience: - Proficient in navigating various databases and not limited to Google (main search engines). - Previous experience in compiling contact lists based on specific criteria. - Familiarity with job titles within the financial sector, particularly relevant to CPA firms.
I'm in need of an expert who can assist with financial analysis and create a 5-year sales and expenses forecast for my startup. I'm specifically looking for a professional who can: - Perform a comprehensive financial analysis for my startup. - Develop a 5-year sales and expenses forecast using customizable templates. - Include a detailed cash flow analysis in the forecast. The ideal candidate for this project should have: - Proven experience in financial analysis and forecasting. - Proficiency in creating customized financial templates. - Strong expertise in conducting cash flow analysis. - Ability to deliver high-quality work within a reasonable time frame. Example sheet attached below (it's reference purpose, not editable) I'm looking ...
I'm looking for an expert who can streamline our payment matching process by integrating Xero with our Procurement system. Key Requirements: - **Manual Matching Override Capability**: The ability to manually match transactions is cr...via manual review and adjustment. The integration should help minimize these instances and make the process more efficient. Ideal Skills and Experience: - Experience in integrating Xero with Procurement systems is a plus. - A good understanding of financial processes and payment matching. - Ability to develop a system that allows for manual override matching. - Proven track record in creating efficient systems to manage discrepancies. The primary goal is to have a seamless and accurate payment matching system that can streamline our fi...
I'm looking for someone who can help me to send an email introducing my profile to 100,000 email addresses. Key Project Details: - **Purpose**: The emails are intended for a marketing campaign. - **Target Audience**: The email content should be geared towards the general public. - **Email Content**: I'm looking for a text-based email, so no need for graphic design or video embedding. Ideal Skills: - Proficiency in email marketing tools and best practices. - Ability to manage a large email list. - Excellent copywriting skills to ensure a compelling email. - Experience with email campaigns aimed at general audiences would be a plus. Feel free to share any relevant experience or ideas you have. Looking forward to hea...
I'm looking for a talented graphic designer who can create a modern and eye-catching email header graphic to promote a newly released referral system in our mobile app. I need the design to be in line with my existing branding. The overall design should have a modern and sleek feel that will appeal to my target audience. Ideal Skills and Experience: - Proven experience in graphic design, especially for email marketing - A strong portfolio demonstrating modern design skills - Ability to work with existing branding guidelines - Understanding of email marketing best practices Here are some links to our older designs: https://drive
I'm in search of a proficient Sales development professional with a proven track record in Cold emailing and outbound campaigns. We are a remote bookkeeping firm targeting small business owners and CPA firms in the US We're looking for a superstar for Business Development and Linkedin outreach. You must be based in US. The job will consist of: - Reaching out to people on Linkedin/ conferences/ business meetups - Attempting to arrange meetings for the team - Attaching and responding with brochures when leads request more details - Book a time on our calendar for confirmed leads Please let us know why you are right for this position. Key requirements: - Experience in cold emailing and LinkedIn based lead generation. - Proficient in creating and managing outbound campaigns. - ...
I ...businesses and government organisations, not individual consumers. To accomplish this, we'll be using email marketing and telemarketing as our primary channel, so you should have a strong background in this area. Additionally, I'm looking for someone who: - Has a successful track record in B2B lead generation - Has a deep understanding of email marketing and telemarketing for best practices for businesses - Is able to implement creative strategies to boost customer engagement and response rates - Can provide reports and insights into the campaign's performance This is an exciting opportunity to drive meaningful, measurable results in our marketing efforts. If you're passionate about email and telemarketing marketing and can produce real lea...
I'm looking to lay out a solid business plan for providing personal care ser...services specifically aimed at adults with disabilities. The primary services that my business will offer include: - Assistance with daily activities - Help with personal hygiene The freelancer I need for this project should have: - Experience with healthcare or disability services in Australia - Strong knowledge of business planning - Proven ability to complete market analysis reports and financial projections - A good understanding or willingness to research policies and regulations surrounding disability services Ultimately, the goal is to develop a comprehensive plan that not only covers potential business hurdles, costs, and market strategies but also looks into the unique needs of our targe...
I'm looking to lay out a solid business plan for providing personal care ser...services specifically aimed at adults with disabilities. The primary services that my business will offer include: - Assistance with daily activities - Help with personal hygiene The freelancer I need for this project should have: - Experience with healthcare or disability services in Australia - Strong knowledge of business planning - Proven ability to complete market analysis reports and financial projections - A good understanding or willingness to research policies and regulations surrounding disability services Ultimately, the goal is to develop a comprehensive plan that not only covers potential business hurdles, costs, and market strategies but also looks into the unique needs of our targe...
Seeking sales oriented freelancer to help our charitable organization raise funds to supply medical equipment to people in need in Israel (for starters). We are a USA charity, registered with the IRS. We have a website and payment portal ready. We also have initial marketing being carried out with The Times of Israel. ...for their donations. In addition to the human qualities described above, it would be wonderful if you are comfortable or even progressive in the online world so that our Project Mobility can benefit from up-to-date thinking about the technology that we use for digital outreach. We are certain that room exists for a creative dynamic to drive us forward. This is a wonderful opportunity on a financial and human level. You will be doing good, and will be amply...
...Government. Primary responsibilities include preparation of proposals and grant applications, and performance of responsible professional and administrative work in researching, identifying, developing and responding to Ontario/Canadian grant opportunities in areas that support IT, Digital Marketing & SEO programs. Essential Functions * Understand the history, structure, objectives, programs and financial needs of our organization. * Research grant opportunities from Ontario/Canadian government agencies. * Draft grant proposals and supporting documents based on the funding requirements of the organization. * Submit proposals to grant coordinators for approval. * Respond to internal and external queries on drafted and submitted proposals. * Maintain positive relationships w...
I'm seeking a skilled marketing professional to construct a comprehensive investment offering. This is projected to facilitate the acquisition of an apartment complex in the next 3 months. **We will collaborate on the financial projections, specific business plan, etc. - we need someone who can beautify the hard data (text/financial projections/graphs/maps) and make it digestible to read for a prospective investor. Our end goal is to have TWO forms of this investment offering (a summary teaser that is high-level, and a more granular deck that contains additional detail) that we can recycle on future acquisitions by altering text & numbers without having to re-create the entire pitch** The offering must contain: - Detailed information on the property and a p...
...- A strategic approach to engaging investors and securing their financial backing. - A clear explanation of how the dealership will target and capture the ATV/UTV/Watercrafts market. - An analysis of the competitive landscape and a strategy for differentiating the dealership. - Projections for growth, revenue, and profitability over the next 3-5 years. Ideal Skills and Experience: - Proficiency in Business Plan Writing: Experience in creating successful business plans that have resulted in securing funding. - Market Research: A strong understanding of the ATV/UTV/Watercrafts market, including key players and market dynamics. - Financial Analysis: Ability to develop detailed financial projections and demonstrate the financial viability of the dealership. - In...
I need some minor changes made to a HTML template. The email template needs to be optimized for various email clients, including Gmail, Outlook, and Apple Mail. I need the new layout to be inspired by specific designs I will provide.
... Advance Excel 3+ years of experience is required in creating dashboards in Manufacturing, Banking, Retail Industry. Working Hour: 3 hour per day (per day) Salary: 150 – 200 INR Per Hour Job Responsibilities : • Understanding Company requirements. • Understanding, consolidating and analyzing data from spreadsheets. • Creating dashboards, reports and charts in Analytics tools. • Working on financial and other types of modeling projects. • Having knowledge Dashboard Creation, Mainframe automation through VBA. • Good Technical knowledge of VBAs, Macro, MS Office skills to drive automation opportunities. • Well-versed with dynamic loops, data extraction from images. • Work with users and team members at all levels for performance impr...
More details: What is the desired color scheme for the HTML emails? Vibrant colors What type of data is being displayed in the emails? Graphs and charts How sophisticated should the timeline image design be? Moderate complexity with some unique elements
...feature several additional modules. Key features required: - Inventory Management: The system should efficiently track our jewellery stock levels. - Sales Tracking: Real-time data on our sales performance. - Customer Management: To maintain a customer database. - Credit Management: Tracking outstanding credit and sending payment reminders. - Finance Management: Tracking income and generating financial reports. - CRM: To maintain good relationships with our customers. - E-commerce Integration: Development of a functional e-commerce website and application. - POS: A point of sale system for store transactions. - WhatsApp Features: Integrating WhatsApp for customer communication. - Reminder and Offers: Sending reminders and offers to customers. - Mobile Application: Developing a mo...
I am see...on daily and weekly timeframes. Key Elements of the Project: - The conversion will enable backtesting of multiple stocks in batches. - The intended outcome is to accurately analyze the performance of the strategy across different stocks. Required Knowledge & Skills: - Deep understanding of Python coding and algorithm optimization. - Understanding of financial indicators especially the supertrend and SMA. - Experience in handling financial data for backtesting, including historical stock prices, volume data, and multi timeframe. Note that the exact rules for the long and short entries will be provided once you're selected for this project. Familiarity with Pinescript is highly desired. The goal here is for Python code to accurately replicate the Pinescr...
...effortlessly. - Customer Relationship Management (CRM): A centralized platform to store and manage customer information, with a focus on providing personalized and exceptional customer service. - POS & Credit Management: An integrated point of sale system that also incorporates credit management functionalities. - Finance Management: A module dedicated to tracking financial transactions, generating reports, and managing financial records. Additionally, I'm interested in the following eCommerce functionalities: - Product Catalog Management: The ability to easily create, update, and manage product listings on my online store. - Shopping Cart: A user-friendly interface that allows customers to add items to their cart and proceed to checkout smoothly. - Payment Gatew...
...employees, ensuring a seamless transition. 3. LLM-Based AI Automation System: Develop an AI-powered system to schedule and conduct initial screening phone calls and first-round interviews with candidates. The system should generate comprehensive reports based on the conversation. 4. Payroll and Accounting Tool: Integrate a payroll and accounting tool to automate payroll processing and manage financial transactions efficiently. 5. Performance Management: Implement performance management tools to set goals, track progress, and conduct performance reviews effectively. 6. Learning and Development: Provide learning and development resources to support employee growth and skill enhancement. 7. Employee Engagement and Feedback: Foster employee engagement and gather feedback through surv...
...packed with crucial information. It will need to include a detailed analysis of our market and its trends, as well as our product features and benefits. Key requirements include: - More than 20 slides - Incorporating Product Features and Benefits, Market Analysis and Trends, Company achievements and goals, and Financial Information. Skills needed: - Proficiency with PowerPoint and creating data-rich, visually appealing presentations - A solid understanding of market analysis and financial data - Excellent communication skills to translate complex information into simple, engaging slides This is a high-stakes presentation for our company, and it's essential that it's both informative and persuasive. You could use an existing template to work from as a base. ...
