Find Jobs
Hire Freelancers

Financial Analysis of Salesperson Advanced Commission Reserve Report

$8-15 USD / hour

Completed
Posted about 5 years ago

$8-15 USD / hour

I am a business litigation attorney and I have a client who sells auto warranties. He gets paid an “advanced” commission when the sale closes. But the finance company holds back a portion of the commission as a “reserve” in the event that the customer cancels the contract early and the commission is not fully “earned.” The finance company has submitted a “Reserve Report” claiming he owes them money. I need to find someone who can help me understand this report, how the reserves were calculated and find any holes in it. Attached are a pdf of the reserve report (I will upload an excel version later) and redacted excerpts of the Seller Agreement that explains (very poorly) the agreement. I have added an excel report detailing the cancellations which is apparently how they are calculating the alleged "refund."
Project ID: 18956309

About the project

14 proposals
Remote project
Active 5 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
Awarded to:
User Avatar
Hello, I am a Chartered Accountant( Equivalent of CPA and ACCA) and Diploma in IFRS (ACCA UK) with 10 years of experience in organisations like Essity (SCA), Serco Middle East, Deloitte and KPMG I am an expert in preparation of Financials, Month end closing, MIS , Budgets, Forecasts, Business plans, Developing formulae based excel sheets etc . I have been involved in these areas right from the creation of such documents, their modification, up dation to presenting the same to Management. I also have experience in Audit of public sector companies as a part of Big 4s. I am very good with excel and have extensive experience in ERP, Quick books, SAP B1 and Tally both as data operator, end user and as a modifier. Here is my linkedin profile : [login to view URL] I can assist you in this assignment and I am sure it will help you achieve the desired results. Warm Regards, Anjul Agrawa
$12 USD in 40 days
4.9 (16 reviews)
4.3
4.3
14 freelancers are bidding on average $12 USD/hour for this job
User Avatar
Good day, I am an expert in reconciliations and I also worked for some insurance comapnies. I have several years of experience in internal accounting from top to bottom. About Me: I served as Chief Accountant at global parent companies. I have experience with implementing information systems in organizations and businesses (Intuit QuickBooks, SAP, ERP, etc.), within a multi-currency environment and the global marketplace, especially, in accounting, financial reports, consolidating, forecasting, budgeting, costing, cash flow, multi-currency, collections, payments, and taxation.
$16 USD in 40 days
5.0 (45 reviews)
6.6
6.6
User Avatar
Hi, I'm a Certified Public Accountant having more than experience of ten years in financial analysis. Please message me as I understood and able to explain you. Please check my profile for more reviews and discuss in detail over chat right now.
$15 USD in 40 days
4.3 (23 reviews)
5.3
5.3
User Avatar
Hello. I am Edgar Díaz. I am Urban Planner With a MBA and Specialist in Project Management (PMI) I can handle many Financial, administrative, Econometric and Mathematical softwares (MSProject, Primavera, Simul8, Excel, etc) ; and Management Methodologies (ITIL v3, Agile, Fiance2, PMI). I have experience in TOC,PERT-CPM, Chain Supply and Customer relationship Management. From the business point of view, thanks to the MBA, I have been able to develop myself in the economic and financial analysis of the projects in particular and of the companies in general, allowing me to carry out business analysis, as well as business plans, production projection And sales; In addition to the respective market studies. I have experience in business plan, PESTEL, SWOT and financial analysis. I have experience in accounting. I am a student of AIPB, AAA, ACCA. I think I have enough skill to do this task.
$10 USD in 40 days
5.0 (6 reviews)
2.8
2.8
User Avatar
1. I am an expert in financial analysis of Salesperson Advanced Commission, Management Accounting, financial management, and all financial and accounting and share marketing concepts. Experienced MBA Finance as well. 2. Have done many dissertations, and many finance academic project. 3. Also an expert in Academic writing, research reports, essays and advance essays, dissertations. 4. Your project will be delivered on time with high standard. 5. Expert in in all referencing styles (APA/ Harvard / etc.). 6. 100 % Assurance on zero percent plagiarism. 7. TURNITIN / COPYSCAPE plagiarism report will be provided along with completed work 8. Assistance will be provided with number of clarifications until client satisfaction
$12 USD in 40 days
3.0 (7 reviews)
3.8
3.8
User Avatar
Give me 15 minutes to present to you my professional services, then you free to decide the conclusion.
$8 USD in 40 days
5.0 (2 reviews)
1.4
1.4
User Avatar
Greetings. I have vast exposure related to your product. So why shouldn't be a partner to sorting out you with this task efficiently
$8 USD in 20 days
0.0 (0 reviews)
0.0
0.0
User Avatar
We are working in the field of accounting & Analysis of various reports since last 7 years. people with us are expert in using Microsoft excel.
$10 USD in 5 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Hi Looking at the spreadsheet attached for the advances it doesn't make sense that there can be cancellations of $1.3 mil In one month as he hasn't had clients to to that extent within a month. I am a FM by trade and can assist with your project Kind regards Nadia
$16 USD in 15 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Have been doing analysis work in my daily routine full time job and as an qualified accountant would be better able to do the analysis work as desired
$13 USD in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Hi, this is Michael from Canada. You have just posted a project by requesting to write Financial Analysis of Salesperson Advanced Commission Reserve Report. I am a former trial attorney who also served as the principal appellate lawyer for a former firm preparing and arguing briefs for cases on appeal. As an attorney, I also drafted numerous motions, trial and arbitration briefs, and business contracts. For over five years, I have been providing content for legal blogs, legal informational websites, manuals, and for law offices seeking new or revised content for their online sites. I have done re-writes and original content on topics including entertainment and trademark law, work book, employment issues, personal injury, bankruptcy, family law, and criminal defense. I have also provided contract templates for a company that offers them to the general public or to other companies seeking employment contracts, NDAs, IP protection and other miscellaneous matters. I look forward to working with you. Regards Michael
$15 USD in 30 days
0.0 (0 reviews)
4.5
4.5
User Avatar
I'm a Chartered Accountant by profession. Auditing and analysis are a part of my routine work. I'll help you with understanding the report and calculations behind. I'm also having knowledge of legal aspects, so I might understand the agreement too.
$11 USD in 40 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Irvine, United States
5.0
9
Payment method verified
Member since Feb 17, 2019

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.