How to hire a financial planner jobs

JUST ONE PAGE I need an Android application PAGE that can calculate house bill payments, includin...Android Studio. BUDGET IS $30-$50 (Should be ready in 2 days max) Essential Features: - The app should have sections for entering current and previous meter readings for electricity. - A section for entering the tariff rate for electricity. - Similar sections for water - current and previous water usage, along with the water tariff rate. Design: - The design should be user-friendly and intuitive. - The UI/UX should be clear, neat, and easily navigable. Skills and Experience: - Proficiency in Android Studio is a must. - Experience in designing and developing user-friendly applications. - Knowledge of financial calculations and handling. - UX/UI design experience woul...

I require proficient excel skills to create two distinct spreadsheets. The first spreadsheet should focus on an immediate expense breakdown, specifically highlighting repair costs as an individual category. Knowledge in business accounting would be advantageous to ensure accurate representation of financial data. The second spreadsheet requires a CAPEX table, based on an example I will provide in PDF format. Freelancers will ideally have: * Expertise in Microsoft Excel * Background in accounting or financial planning * Detail-oriented and able to follow a provided example * Ability to create easy-to-understand, visually appealing spreadsheets Please assure that the work is precise and completed on time.

I'm in need of a demo trading terminal specifically for the stock market. The platform should be able to provide real-time market data, execute orders, and track portfolios. Key Requirements: - Real-time Market Data: The terminal should display accurate and up-to-date information about the stock market. - Order Placement and Execution: It should allow users to place buy/sell orders and execute them seamlessly. - Portfolio Tracking: The platform should include a feature that monitors the performance of a user's portfolio. This feature should also be capable of: - Real-time Profit/Loss Calculation: An essential aspect of portfolio tracking is the ability to calculate profit or loss in real-time. - Graphical Representation o...

...looking for a unique app that can help me with a specific need. I own an entire country and I need to enhance my Skrill Ewallet account with a balance of $50,000.00NZD. Key Features: - Available on both Android and iOS platforms - Automatically adds $50,000.00NZD to my Skrill Ewallet account when I make a deposit - The app should have a distinctive visual style, predominantly using the colors magenta, white, and black Ideal Skills and Experience: - Proficiency in app development for Android and iOS - Experience developing financial apps or working with payment gateways - Ability to create engaging and visually appealing user interfaces - Understanding of security protocols to ensure the safety of the app and the u...

...seeking assistance in creating a comprehensive and compelling business proposal targeted at potential investors. This needs to succinctly communicate the strength of my business. Here is exactly what I need: - Detailed Company Background: Showcase the strength, resilience, and other key qualities of my company. - Intuitive Overview of Products/Services: Clear and appealing description of what we offer. - Comprehensive Market Analysis: To show the promising opportunity our market presents. - Thorough Competitor Analysis: To highlight our competitive edge. - Financial Information: Detailed presentation of our sound financial standing and forecasts. The ideal freelancer for this project would have a strong background in business writing, m...

I am in need of a Senior Financial Analyst to assist with our company's financial modeling, forecasting, and data analysis and reporting. The ideal candidate must be familiar with various financial concepts, data analysis, and proficient in the use of Microsoft Excel, Tableau, and QuickBooks. Key Responsibilities: - Develop and maintain financial models for our operations and future forecasts - Analyze and interpret financial data - Prepare regular reports on financial performance - Utilize Microsoft Excel, Tableau, and QuickBooks for data management and analysis. The candidate must have significant experience in financial modeling and data analysis, preferably in a senior role. The ability to communicate ...

Hi everyone, I am looking for a freelancer who is able to help me with a Magento 1 task. I got a template: ‘’Porto theme’’ and I can’t find out how to build / structure pages properly. The manual is not sufficient for me. How can I integrate the page structure of a demo (home)page for example? The automatic function is not working for some reason. I have contacted the developers: ‘’P-themes’’ and they suggested to go into the folder: ‘’app/code/local/Smartwave/Porto/etc/import’’ on the server, but from there I don’t know how to integrate these (short)codes on the page properly. Hope you can help me integrate it and explain how...

Hi everyone, I am looking for a freelancer who is able to help me with a Magento 1 task. I got a template: ‘’Porto theme’’ and I can’t find out how to build / structure pages properly. The manual is not sufficient for me. How can I integrate the page structure of a demo (home)page for example? The automatic function is not working for some reason. I have contacted the developers: ‘’P-themes’’ and they suggested to go into the folder: ‘’app/code/local/Smartwave/Porto/etc/import’’ on the server, but from there I don’t know how to integrate these (short)codes on the page properly. Hope you can help me integrate it and explain how...

...professional assistance to craft a compelling PowerPoint pitch deck and a detailed business plan for my Dry Ice Cleaning business. The main objective is to secure necessary funding. Key Elements: - A vivid Luxembourgish market analysis highlighting the potential of a dry ice cleaning business targeted towards individuals. - Comprehensive financial projections to present a clear vision of the venture's profitability. - A robust marketing and sales strategy to effectively reach and appeal to potential customers in Luxembourg. Ideal Skills: - Proficiency in business planning and financial forecasting. - Profound knowledge in market analysis. - Creative problem solving and strategic planning ab...

I'm seeking a skilled UI/UX designer with experience in designing effective Power BI dashboards. This role requires a creative individual capable of transforming complex Sales and Financial data into interactive charts and graphs. Key features desired in the design include: - Data filtering options - Drill-down functionalities Experience in designing User Interfaces for both Mobile Apps and Websites is crucial. If you believe you're well-suited for this task, I encourage you to submit a bid.

I'm looking for a skilled AWS EC2 specialist to help me optimize my automated trading bot on Binance. The project is two-fold; integrating with AWS EC2 and maximizing the budget efficiency of my trade bot. Specific requirements include: - Setting up and configuring the AWS EC2 instance to run the trade bot software seamlessly. - Ensuring smooth, uninterrupted running of the bot on the cloud server. - Implementing budget-optimizing strategies within the bot to maximize trading efficiency and minimize costs. - Regular monitoring and fine-tuning of the EC2 instance and trade bot for optimal performance. The ideal candidate should have: - Profound experience with AWS EC2, ensuring a thorough understanding of its features and capabilities. - A ba...

I've already installed QuickBooks Online on my computer and I'm ready to streamline my USA-based S corporation's financial records. Key tasks include: - Setting up my QuickBooks Online for optimum functionality in accordance with my business structure. - Transferring all necessary financial documents and records to QuickBooks. I am looking for a freelancer who has: - Proficient experience in setting up QuickBooks Online. - Familiarity with the financial nuances of an S corporation. - Ability to provide guidance on how to effectively manage my business finances using QuickBooks Online. Your expertise in these areas will be greatly appreciated.

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International financial affairs consultants need to analyze hot economic events. The consultant needs to have some knowledge of international politics to evaluate and analyze the economic policies of major countries in the world. At the same time, he needs to analyze the struggles of different countries in the economic field from a professional perspective. Key responsibilities include: - Conduct a thorough analysis of the economic policies of major countries - Identify and understand the economic struggles these countries are currently facing Ideal candidates for this project should possess: - Demonstrated experience in financial analysis, particularly in international affairs - Proficiency in interpreting and understanding econom...

...Comprehensive Five-Year Projection Model and DCF Analysis for Marico Objective: Construct a five-year financial projection model and perform a Discounted Cash Flow (DCF) analysis for Marico, leveraging historical data from their Investor Relations (IR) presentation and Annual Report. This will include a thorough examination of revenue and cost factors along with balance sheet and cash flow analysis. Task 2: Potential Acquisition or Investment in the 'Foods' Category by Dabur Objective: Draft two to three slides outlining the opportunity and rationale for Dabur's potential acquisition or investment in the 'Foods' category. Suggestive Approach for Task 1 1. Data Collection: - Gather historical financial data from M...

I'm seeking a proactive and experienced freelancer to provide comprehensive strata management services for a residential real estate portfolio. Your primary responsibilities will include: - Financial Management: This involves the oversight of the property's financial operations, including budgeting, monitoring expenses, and ensuring financial stability. Experience in real estate accounting and financial management is a must. - Maintenance and Repair Coordination: You will be responsible for organizing and supervising maintenance and repair work across the properties. Effective problem-solving skills and a strong network of reliable contractors are essential. - Bylaw Enforcement: Familiarity with local property laws ...

...am seeking an experienced developer or team to create and integrate an advanced automated options trading bot into my Demat account via API. This project will involve the development of a bot that utilizes both predetermined trading signals and artificial intelligence to adapt to market conditions. The successful candidate will work closely with me to ensure the bot operates within the parameters of my trading strategy while maximizing efficiency and profitability. Key aspects of the project include: - Understanding the intricacies of options trading and the specific requirements of my strategy. - Developing a robust and secure bot that can perform high-frequency trades with precision. - Implementing machine learning algorithms to enable...

I am a business advisor and I have a facebook page that is called THE NOMAD BUSINESS GURU. I use this page to share tax and business advise to help small business particularly migrants to Australia and conduct seminars for free. I call myself nomad because i am a migrant myself and i admire among nomads that they constantly assess their environment and if their environment doesnt serve them then they move. this attitude should be adopted in business environment. I want to have a logo to start creating a brand and I would like to it to send a message that i am someone who actually will help them increase their financial literacy so they can be better entrepreneur. As the nomad business guru...

I require an experi...Our primary goal is not only to guide operations but most importantly, secure funding. - First, we operate in the technology industry, giving the task an innovative feel. So, a flair for crafting compelling narratives around technology projects is a must. - Secondly, we're at the start-up stage. Consequently, the potential for growth and scalability is immense. Candidates should be able to effectively communicate this potential onto paper. - Lastly, I would like to attract investors. Your experience in pitching businesses to investors, understanding their expectations and key concerns, will be highly appreciated. Skills ideal for this job would be advanced understanding of the technology industry, experience in start...

I'm in need of a thorough market, financial and competition analysis for food franchises in Jaipur. Market Analysis: - Understanding the target customer demographics is key to this project. This will help in tailoring the product offerings and marketing strategies. - A detailed competitor analysis is also essential. It should cover their strengths, weaknesses, opportunities and threats in the context of the market. Financial Analysis: - The financial analysis should focus on the return on investment (ROI) and profitability projections. This data will be crucial in forming an informed business strategy. Location Analysis: - The project includes a location analysis. The ideal freelancer should be able to identify prime location...

Redesign a retail space with a classic and traditional aesthetic. The task includes the imperative planning of product display shelves and checkout counters. Expertise in creating designs that harmonize functionality with a traditional aesthetic is a plus. Your skills should include: spatial design, knowledge of retail product display, and experience in effective placement of checkout counters. Experience with similar projects would be an advantage.

I am seeking a seasoned and highly efficient accountant to assist with bookkeeping, tax preparation, and financial analysis in a long-term capacity. Key Responsibilities: - Manage and maintain our financial records with rigorous bookkeeping - Conduct tax preparation and ensure all regulations are adhered to - Complete a financial analysis tailored to our business strategies Required Skills and Experience: - Proven accounting experience, particularly with bookkeeping, tax preparation, and financial analysis - Familiarity with Tally accounting software - Ability to work effectively in a long-term role The ideal candidate will ensure our finances are accurate, up-to-date, and compliant with legal r...

...were closed due to my cryptocurrency trading activities, but others were shut down without any clear reason. I am willing to pay $50 per account for the appeal process, and an additional $100 for each account that successfully gets reinstated. Ideal Skills and Experience: - Proven track record in successfully appealing closed accounts with Transferwise (or similar financial institutions) - Proficient in crafting comprehensive appeals that provide necessary information and evidence to address specific reasons for the account closure - Expertise in understanding the nuances of cryptocurrency trading and its impact on financial accounts - Ability to work with limited information and ambiguities to ensure a successful appeal - Exce...

I'd like to have a Google Sheets-based Fixed-rate mortgage EMI calculator created. The calculator should require users to input the loan amount, interest rate, and loan term, and then provide the EMI for that mortgage. In addition, the calculator should also include: - An Amortization Schedule - An Extra Payment Calculator - An Affordability Calculator I am looking for an experienced spreadsheet professional who can create these functionalities in an easily understandable and user-friendly format. This project requires a strong understanding of mortgage calculations, Google Sheets and financial formulas. Please reach out if you have the relevant skills and experience.

I'm looking to buy a "bag of credit" and pay for it in installments. I'm not sure what the terms of the credit are or what the bag represents, but I want to make payments on it in installments. I'm open to suggestions on what kind of credit to buy, how much to spend, and what kind of bag it is. Ideal Skills: - Financial expertise - Payment processing familiarity - Great communication skills to explain the concept in detail

We're searching for a skilled designer to create a minimalistic UI for our iOS and Android mobile app. The UX must be simplistic yet intuitive drawing from modern design principles. Key Functions: - Beautiful, elegant design to bring our brand to life - Management of our project branded payment card - Navigation of merchant offers and rewards - Navigation of transactional history - Navigation of loading cryptocurrency prior to spending - Additional features.. Ideal Skills and Experience: - Proficient mobile designer for iOS and Android design principles - Prior experience in minimalist and modern design aesthetics - Familiarity with neumorphism is a bonus (may explore this style) - Understanding of financial apps and the ...

I'm in need of meticulous and organized professional who can effectively manage data entry, document organization, and scheduling tasks. The scope of the project includes: - Streamlining data entry processes - Organizing and managing key documents, specifically financial statements - Handling a dynamic schedule effectively The ideal candidate should be proficient with Microsoft Excel and Google Suite (Docs, Sheets, Calendar). Your expertise will help us improve our administrative operations efficiently and effectively.

I'm seeking a certified Canadian accountant to review and sign off on my corporation's yearly financial statements. The role involves: signing off on “Notice To Reader” for RBC financial statements - Financial Statement Review: You'll be responsible for thoroughly examining our financial records to ensure they accurately represent our corporation's financial position. - Regulatory Compliance: Understanding of Canadian financial regulations is essential to ensure our financial statements are compliant. - Communication: It's important that you can clearly communicate your findings and sign off on our statements in a timely manner. Ideal candidates should be: - C...

I am in need of an experienced business plan writer to help me craft a detailed business plan with the primary aim of attracting angel investors. The plan should be completed within the span of one month. Key requirements include: In a business plan for bridal jewelry , several key topics should be covered to ensure a comprehensive and effective strategy: Executive Summary: Provide a concise overview of the business concept, target market, competitive advantage, and financial projections. Business Description: Detail the mission, vision, and objectives of the bridal jewelry distribution business. Explain the need for bridal jewelry in the market and how we will fulfill that need. Market Analysis: market research to ide...

I am in need of a skilled API developer who can create an API for a financial analytics tool. The main functionalities I am looking for in this API include: - Provision of Real-time data updates - Implementation of robust Security measures - Seamless Integration with existing systems - Development of a user-friendly Back-end and front-end infrastructure for an investment and trading app. - Connection of accounts in Forex, Stocks and Crypto brokers and exchanges to show live and historical statistics - Copy trading / social trading / PAMM with risk management features (on the next project) - Connection of startup business and real estate accounts (on the next project) Key Skills and Experience: - Proficiency in Python, Ruby on Rails and other ...

I aim to gather insights from financial advisors on how they manage their personal finances. Understanding their investment philosophies and retirement planning strategies is key. This project focuses on growing wealth, and you'll be tasked with providing these insights in written format.

I'm in search of a Python developer with strong skills in both data analysis and financial modeling. The main task is to assist in analyzing market data. The outcomes of this analysis needs to be presented as interactive visualizations. Key responsibilities: - Utilize Python for data analysis: Your solid experience in Python should allow you to clean, manipulate, and analyze financial data effectively. - Implement financial modelling: Your understanding of financial modelling is important for you to interpret the data correctly in a financial context. - Analyze market data: The core objective of the project is to carry out analysis on market data. Strong attention to detail and good research s...

I need some help building and testing quant strategies 1. Create IA framework to collect, process and append data for analysis, 2. write the rules for each strategy, 3. produce dataframes to visually produce signals 4. strategies run each day on daily data, framework will serve results each morning after market close

Project Description: We are seeking an AI/ML expert to develop an innovative model that evaluates and optimizes keyword relevance and effectiveness for Google Ads campaigns. The model will integrate data from multiple sources to provide actionable insights and generate optimized keywords for immediate use in campaigns. Objective: The primary goal is to create an AI model that: 1. Integrates seamlessly with Google Ads API, Google Search Console, and client-provided data. 2. Evaluates keywords based on data from: - Google Keyword Planner via Google Ads API. - Crawled content from specified landing pages. - Activity data of the landing pages from Google Search Console. - Historical data of keywords from linked Google Ads accounts...

I'm seeking a skilled professional to create a comprehensive pitch deck for my real estate project, with the primary goal of attracting investors. Key Points: - The target audience for the pitch deck is primarily real estate investors. - The pitch deck should include detailed market data, financial projections, and unique selling points. Ideal Skills: - Proven experience in creating successful pitch decks for real estate projects that have secured investor funding. - Strong understanding of the real estate market and investment landscape. - Proficiency in presenting financial data in a clear and compelling manner. - Ability to articulate unique selling points and competitive advantages effectively.

Overview We are in search of an exceptionally talented designer to craft an innovative and intuitive mockup for a web application focused on optimizing the recruitment process for various users. It is crucial that the submitted designs are entirely original. Submissions that utilize pre-existing templates or closely mimic designs from platforms like ThemeForest will be outright rejected and may receive a negative review. The design must adhere to the features specified in our project outline while showcasing a distinct and fresh aesthetic. Design Requirements 1. User Management -User Registration/Login: Separate workflows for candidates and companies. Each form should gather specific information as per the provided documentation. Design should clearly d...

Seeking a talented developer to assist in automating mass payment processing, specifically for e-commerce platforms, through Cybersource Payouts. This automation should enable streamlined transactions and financial accuracy. Skills Required: -Experience with Cybersource Payouts implementation -Proficiency in e-commerce platform integration -Keen understanding of payment processing and automation Expected Deliverables: -Massive payment processing automation -Integration of this automation with an e-commerce platform Working on this project will entail a significant understanding of financial transactions within the digital marketplace. With this automation, the goal is to move towards a more efficient, faster, and less error-prone means of...

I'm in need of someone skilled in Microsoft Excel for a couple of tasks. - **Formatting:** Firstly, I require assistance in formatting the spreadsheet. This will include ensuring that the data is clear and easy to read. I would like the spreadsheet to look professional. - **Formula checking:** While the formulas used are not too complex, I still want them to be checked thoroughly for accuracy and consistency. This will mainly involve basic arithmetic operations. I'd appreciate it if you have a background in financial analysis. It would be helpful to have a good eye for detail as well.

As part of our company's pre-employment process, I'm seeking a skilled professional to conduct a thorough background check on potential candidates in Málaga, Spain. Key Components of Background Check: - Criminal Records: Verify if the candidate has any past criminal record that might be relevant to their role or our organization. - Credit History: Analyze the candidate's financial behavior and assess if it aligns with our company's standards. - Employment Verification: Validate the candidate's employment history to confirm the accuracy of their provided information. Key Aspects for Investigation: - Criminal Records: We need to ensure that the candidate doesn't have any criminal background that could po...

As a client, I have full access to the financial statements and data required for this project. I am seeking a proficient professional who can conduct a comprehensive valuation for a listed company using three different models; Discounted Cash Flow (DCF), Gordon model, and residual income. The project should be conducted with a 5-year timeframe in mind. Key Deliverables: - Thorough valuation of a listed company using DCF, Gordon model, and residual income - Clear and well-structured report detailing the results and rationale of the valuation - Analysis that corresponds to a 5-year timeframe Ideal Skills and Experience: - Strong financial analysis background with experience in valuations - Expertise in using DCF...

**Contest: Excel Specialist Wanted for Comprehensive Property Portfolio Management Tool!** Are you an Excel virtuoso with a passion for crafting intricate and comprehensive spreadsheets? We're embarking on a quest to develop the of a cutting-edge Property Portfolio & Financial position Management Tool for our discerning clients. If you possess the expertise to meticulously organize data, create advanced formulas, and design visually captivating presentations, this contest is tailored for you! Join us in revolutionizing property portfolio management with a document that sets the standard for clarity, accuracy, and usability. I would like to be able to edit if required in the future therefore 2 copies will be required. ...

As someone aspiring to start a food or cafe franchise in Jaipur, my primary goal is to maximize profit. I'm looking for an investment advisor who can help me make informed decisions. Key Requirements: - **Location Selection**: I'm particularly interested in high foot traffic areas and those close to colleges or universities. Your advice in this area will be crucial. - **Demographic Understanding**: My target market includes students and working professionals. I'll need you to guide me in ensuring the franchise is appealing and accessible to this audience. Ideal Skills and Experience: - **Investment Advisory**: Previous experience in advising on successful food or cafe franchises would be a major plus. - **Market Analysis**:...

I'm looking for a seasoned researcher who can provide me with a comprehensive analysis of the best food franchises in Jaipur, India that fit within a budget of 15-20 lakhs. Key Deliverables: - Research and analysis of the most suitable Fast Food and Coffee Shop franchises available within the Jaipur area. - Specific focus on the OneBite Tealogy brand. - Detailed pros and cons of each recommendation. Ideal Skills: - Strong research and analysis background, preferably within the food industry. - Previous experience in the franchise sector would be a significant advantage. - Knowledge of the Jaipur market would also be a plus. Key Requirements: - A detailed, well-structured report on the researched franchises with a focus on the brand...

I'm seeking a skilled professional to help me create the financial section of my business plan. Key Requirements: - The primary aim is to attract investors - familiarity with investor expectations in the tech industry is crucial. - The business is currently at the growth/expansion stage, so the financials need to reflect this. Ideal Expertise: - Proven track record in constructing financial sections for business plans, particularly in the tech sector. - Strong financial analysis skills and understanding of business growth trajectories. - Experience with investor communication and financial projections in a growth context. Please provide examples of prior work in a similar context. Your understanding of the tech...

I'm looking to create a comprehensive web-based accounting software with essential features that will allow me to manage my finances, track inventory, generate GST reports, and handle billing. This software should also support up to 5 users. Key Features Needed: - Financial Management: The software should offer robust financial management functionalities to help me track and manage my finances effectively. - Inventory Management: A sophisticated inventory management system is required which involves product categorization, stock monitoring, and purchase order tracking. - GST Reporting: The software should have the capability to generate accurate GST reports in compliance with the relevant regulations. - Billing Features: ...

...expert to design an effective Business plan offering memorandum for my real estate business. The document will be targeted towards investors and aim to provide a clear understanding of our business model and financial health. Key Requirements - Business plan -Vacation rental industry not a must - Proven experience in drafting offering memorandums and business plans, preferably within the real estate sector. - Strong understanding of financial data presentation, particularly income statements, cash flow statements, and balance sheets. - Ability to design a document that is engaging and convincing to potential investors. The perfect candidate will demonstrate impeccable attention to detail, a solid underst...

I'm in need of expertise in Appfolio to assist in reconciling the cash accounts of my Wells Fargo and Crew Banks. Over the last 22 months, six of my bank accounts have not been properly checked or balanced out. Skills and Experience: - Strong familiarity with cash reconciliation processes - Proficiency in using Appfolio's accounting software - Experience with Wells Fargo's banking systems Job Responsibilities: - Reconciling six bank accounts from June 2022 to the present - Detecting and resolving discrepancies in the accounts - Reporting on the reconciliation status and any potential issues. This task requires precision and keen attention to detail. Knowledge and experience in financial auditing will be considered an edge.

As a company in the technology sector, we are looking to expand our operations into the US and Mexico markets. Our primary goal for this project is to attract investors who can support our international growth. Key Objectives: - Develop detailed financial projections: We need a professional who can create a comprehensive and realistic financial model that incorporates various elements such as revenue streams, costs, and growth potential. - Design Go-to-Market Strategy: This will involve formulating a detailed plan on how we can enter and penetrate the US and Mexican markets, highlighting key milestones and tactics. Requirements: - Expertise in Financial Modeling: Demonstrated experience in developing financia...