Financial advisor database jobs
I'm in need of a professional who can develop a scraping tool that will track market announcements and releases on a financial website using specific keywords. - The tool should scrape this data on a daily basis. Accuracy and reliability are key. - the scraped data should be filtered for the current date, daily. - I need this table of data to be automatically filtered for keywords. -the filtered results to be emailed automatically to an email list. - the tool to run automatically on a website or server. I'm looking for someone who has a proven track record in web scraping with a focus on financial data. Experience in creating automated scraping tools, particularly those that operate on a daily basis, is a huge plus.
I am seeking a skilled ERP consultant to help with the implementation of an ERP system that is focused on the Finance and Supply Chain departments of my business. Key Goals: - Streamline financial processes: Optimizing financial activities and transactions to improve efficiency and accuracy. - Improve inventory management: Enhance tracking, management, and forecasting of inventory to reduce costs and improve customer service. - Enhance procurement process: Improving the purchasing process, supplier management, and overall procurement efficiency. Key Details: - The system will need to be robust yet user-friendly, as less than 10 employees will be using it. - Prior experience with similar ERP implementations in the finance and supply chain domains is highly preferred. - Stron...
I'm looking for a skilled software engineer. THi...task is too large for excel power query, however i want it to operate in a similar fashion. The main purpose of this project is to develop a self-updating database of every racehorse in the state of NSW, Australia, via the website. Key tasks and responsibilities: - Determining the best platform for the software (Web-based/Desktop-based/Mobile application). - Creating a software solution that will automatically update and manage a database of racehorses. Skills and Experience: - Proficiency in at least one high-level programming language i.e., Java, Python, C++ - Experience with automation software - Familiarity with database management - Ability to recommend best software platform based on project requirements...
I am seeking a professional to conduct a comprehensive financial audit of our Odoo ERP system. The audit should focus on the General Ledger, Accounts Payable, Accounts Receivable, and Inventory modules. Key Responsibilities: - Reviewing and assessing the accuracy of data in the General Ledger, Accounts Payable, Accounts Receivable, and Inventory modules. - Ensuring the completeness of financial data in the system. - Conducting data reconciliation to identify any discrepancies. - Producing detailed findings on the Balance Sheet, Income Statement, and Cash flow statement. Ideal Skills and Experience: - Proven track record in financial auditing, particularly within ERP systems. - Strong understanding of financial reporting and reconciliation. - Experience with Od...
I'm in need of a Python Developer who is proficient in data analysis, visualization, and data science to work on an array of data types including financial, customer, social media, and pharma data. Key Tasks: - Data Analysis and Visualization: You will be given various sets of data which you will need to efficiently analyze and create meaningful visualizations. - Web Scraping and Automation: Knowledge in this area is desirable but not necessary. - Django Web Development: Again, not a necessity but would be considered a bonus. Objectives: - Efficiency Improvement: Assist in identifying areas of operational efficiency and suggest or implement changes accordingly. - Cost-Saving Opportunities: Use the analyzed data to identify potential areas for reducing costs. - Decision Makin...
...have any forensic accounting experience, if yes how many years 2) Which country's work you have done 3) If you have any experience on working on loans and which country 4) Any notable works you want to tell us about 5) Are you bidding as a freelancer or as a company, if company please share name and details 6) What qualifications you have? 7) If you have any experience in working in Singapore financial projects do highlight those as well. 8) What do you understand of the SIBOR / SOR / LIBOR scandal and how could it have affected borrowers? Work scope: Go through letter of offers and loan statements, find the faults, calculate the excess paid, calculate damages All works should be done in Google Sheets or Microsoft Excel with formulas to prevent any calculation errors. You...
I am in need of a freelance MIS Executive with strong skills in data analysis and database management. Responsibilities: - Conducting detailed data analysis using the provided tools - Proficiently manage and maintain a database Ideal Candidate: - Proficient in Microsoft Excel and SQL Server - Experience in database management and data analysis - Strong analytical skills - Excellent attention to detail This project requires someone who can work independently, has a good eye for detail, and can deliver high-quality results. A background in MIS or similar field would be a big plus.
I am seeking an expert who can assist with financial modelling for an upcoming Web 3.0 project, a Decentralized Exchange (DEX). The focus will be on establishing a comprehensive economic framework, including but not limited to: - Detailed tokenomics: This will involve guidance on token distribution/allocation strategies, and defining clear token utility and use cases. The ideal freelancer should be experienced in developing robust token models for DEXs. - Revenue modelling: This would require identifying and structuring various potential revenue sources and strategies for the platform. Previous experience in revenue modelling for DEXs or similar platforms is highly desirable. No specific design preferences or visual concepts have been indicated for this project. Therefore,...
...an Excel expert to help me refine some of my current templates. The ideal candidate will have experience with building templates for dashboards, organizing data, generating reports, and analyzing various types of data including sales, financial, customer, and inventory data. Key Requirements: - Experience in building templates for dashboards is a must. - Adept at organizing and analyzing complex sets of data. - Ability to translate data into clear and visually appealing reports. - Proficiency in working with various types of data, including sales, financial, customer, and inventory data. - Understanding of creating customizable templates in Excel. - A keen eye for design with a focus on clean and simple layouts would be appreciated. The project involves enhancing existin...
...code for payment. 17. Track payment status via UPI acknowledgment. 18. Generate PDF invoice for successful transactions. 19. Record order details in the backend including customer and restaurant information. 20. Develop a dashboard for monitoring user, order, and restaurant data. I'll need all these functionalities seamlessly integrated into the system. Your role will be vital in ensuring the database, UI, and algorithms all function optimally together....
I'm looking for an Excel expert to help me create a comprehensive tool that will serve as a project s...allow me to input and track leads. - Contact management: I need to be able to store and manage lead contact information. - Sales pipeline: Visualization of the sales pipeline, including lead progression and conversion rates. - **Accounts Management** - Expense tracking: Ability to input and track expenses. - Income tracking: Input and track income sources. - Financial reporting: The tool should be able to generate financial reports based on the data provided. I'm looking for a freelancer who has a strong background in Excel and has experience in building similar comprehensive tools. The tool should be user-friendly, scalable, and easily customizable fo...
I'm seeking a digital marketer with a focus on social media marketing. The project involves managing and growing our presence on Facebook, Instagram, and also expanding Telegram/WhatsApp group subscribers. Key Responsibilities: -Finance neeche of financial advisory services. -Quality Leads generation is main focus - Increasing engagement and reach on all these platforms - Managing and increasing the number of subscribers in our Telegram/WhatsApp group. Ideal Candidate: - Proven experience in Social Media Marketing - Strong familiarity with Facebook, Instagram, Telegram, and WhatsApp - Ability to devise and execute a successful social media strategy - Demonstrable results in growing audience and engagement through social media
I am in need of a high-risk payment processor for my E-commerce and lawyer office businesses. Currently, I'm facing t...them efficiently. - Accepting Saudi Arabian Bank Cards: I need a processor that can seamlessly integrate with my platform and accept Saudi Arabian bank cards. This is crucial for expanding my customer base and reaching new markets. The ideal candidate should have experience working with high-risk businesses and be well-versed in dealing with chargeback issues. Knowledge of the Saudi Arabian financial system and experience in integrating payment gateways for this market is a strong plus. Your expertise in the field would be invaluable in helping me find a reliable and efficient payment solution for my businesses. IF YOU HAVE NOT READ THE DESCRIPTION YOUR BID ...
I am looking for a professional who could potentially help me create accountant Databases. Prefer for recent ready database. Ideal skills and experience: • Data entry • Report generation • Customizable fields Contact urgent.
I'm looking for a developer to create a Telegram bot...integrate additional security features for interacting with the bot, such as two-factor authentication, PIN code verification, or biometric verification to enhance user security. Ideal Skills: - Proficiency in developing Telegram bots - Experience with blockchain and cryptocurrency wallets, particularly TON - Strong understanding of security protocols and best practices, especially in relation to financial transactions and user data - Ability to create a user-friendly and intuitive interface - Experience with implementing additional security features in a bot context If you're confident in your ability to deliver a secure and user-friendly Telegram bot for TON wallet balance inquiries, I'd love to discuss this ...
I require a highly skilled professional to assist with a range of tasks primarily centered around Excel and Word. - Excel: The emphasis will be on crafting sophisticated formulas and performing financial projections. I need someone with an understanding of finance and the ability to manipulate data in Excel. A depth of knowledge in Excel formulas, calculations, and data analysis is crucial. - Word & PDF: Apart from Excel work, there is a need for expert formatting and layout design skills in Word, as well as converting Word documents to PDF format. Finally, I am seeking someone who can apply a professional design to a CV. The style I want to embody is professional, and therefore a good understanding of professional layout design and typography will be beneficial. Ideal c...
I'm looking for an e...ensure legal compliance by implementing a robust user verification system. This includes identity verification and compliance with local betting regulations. Ideal Skills and Experience: - Proficiency in web development, specifically in creating engaging and secure e-commerce platforms. - Experience with real-time data integration for odds updates. - Familiarity with online payment gateways and financial transactions. - Knowledge of legal requirements for online betting verification systems. If you have a proven track record in developing similar projects and understand the legal and technical aspects of online gambling, I'd like to hear from you. Please include relevant samples of your work and your approach to ensuring user security and legal com...
As I'm looking for a skilled ERP and CRM developer to support the development of a comprehensive system for my business. The ideal candidate will have expertise in: - Inventory management - Sales and order processing - Financial management - Customer relationship management - Indian accounting and taxation Your primary responsibilities will include: - Designing, developing and maintaining the ERP and CRM system - Ensuring the system is fully compliant with GST regulations and other Indian accounting standards - Implement features like: - Lead management - Contact management - Sales forecasting - Bookkeeping - Bank reconciliation - Payroll The successful freelancer should have a robust understanding of ERP and CRM systems, particularly in the context of the Indian...
...data to users. - Trading Orders: Users must be able to place buy and sell orders directly from the app. - Portfolio Management: A feature for tracking and managing their investment portfolios. - Research and Analysis Tools: The app should include tools that allow users to conduct in-depth research and analysis. - Watchlist: Users should be able to create and manage watchlists of stocks or other financial instruments. - Position Calculator: A tool for calculating the position size for a given trade. Ideal Skills: - Proficiency in Android and iOS development - Experience in creating trading or finance-related applications - Strong understanding of real-time data integration - Expertise in creating intuitive, user-friendly interfaces - Knowledge of security and data protection best...
It is basically an app that helps the sales see the account profile data that is attached. We already have the designs ready, workflow will be decided in collaboration with the freelancer. Expertise required is app development and not design
...implement: - Sales and Invoicing: Provide a seamless process for managing sales and creating bills for clients. - Inventory Management: A system for keeping an eye on the in-stock items. - CRM and Lead Management: Enables effective interaction with potential and loyal customers. - Expenses: Monitor where expenses mostly go and efficient ways of minimizing them. - Finance: Assist in managing financial operations and planning. Design: We prefer a clean, modern, and user-friendly interface. The design should make it easy to navigate between different modules. Customizing options is not paramount but the design should be intuitive and easy on the eyes. Integrations: At this point, I'm not considering any integration with other systems or software. However, I...
...correct errors in my ledger. I have made payments to my building maintenance and they have charged late payment fees and I have uploaded the document with this. Please see it and let me know if you can provide a resolution where i can waive off my late fees. Key Tasks: - Identify incorrect postings and missing transactions in the ledger - Correct the identified errors to ensure the accuracy of financial records - Provide a detailed report with the corrected entries and explanations for the errors Ideal Skills and Experience: - Proven experience as a Chartered Accountant with expertise in error identification and correction in ledgers - Strong knowledge of accounting principles and standards - Attention to detail and the ability to work through data methodically - Excellent c...
...project will involve the development of an extension designed to interface with a specified financial website, which features dynamic data changes. The primary function of this extension will be to monitor the data displayed on the website's user interface (UI). When any alterations in this data occur, the extension should perform API calls to transmit this data to an API that stores it within a database. Additionally, there may be instances where the extension needs to make API calls based on UI events, retrieve data from the database, and display this information on the UI. There will also be certain situations requiring the extraction of data from external sources for storage in the database. The stored data will then be utilized by the extensio...
I'm on the lookout for a...to provide precise price estimates to my clientele. Hence, your proficiency in understanding and drafting cost estimates is key here. The quotation format I need should include two specific sections: - Service Description: A well-structured outline underlining the services offered. - Terms of Payment: Details on the payment structure and timeline. The perfect candidate would have excellent financial analysis skills to provide an accurate price estimate and outstanding attention to detail to compose the aforementioned sections. Additionally, prior experience in creating quotations for consultation-centric industries will be a major plus. In essence, I am seeking a person with a keen eye for detail and a substantial understanding of consultation se...
Wordpress website with custom theme and plugin. to create financial survey portal which where people answer a survey and get their credit scoring, make payment to get grant or financial loan list.
My goal is to significantly increase our c... I'm seeking a tenacious salesperson with a knack for direct selling. They should be ready to engage a younger demographic, paint a compelling picture of our offerings, and convert prospective clients into lifelong customers. Experience in the financial sector, particularly in a sales position, is highly valuable. More importantly, an understanding of the young professional's financial needs and aspirations will prove beneficial. Key Skills: - Expertise in direct selling - Experience in the banking or financial services - Understanding of financial needs of young professionals - Exceptional communication skills - Outstanding customer service and relationship building skills. Multiple banks credit card ava...
I need an experienced financial analyst to create an LBO model urgently. The ideal candidate should be able to create a full LBO model from scratch given instructions from a Confidential Information Memorandum (CIM). Key project requirements: - Basic assumptions and financial projections: Your model should include detailed financial projections based on the provided assumptions. - Operating model and capital structure: You will need to build a comprehensive operating model, and structure the capital in line with the LBO requirements. - Sensitivity and scenario analysis: I expect you to provide a detailed sensitivity and scenario analysis that is easy to interpret. - I have a CIM and a template excel sheet that you can use to create the model. I have other instructions...
I am looking for a skilled professional wit...approval notifications for both the agents and customers, ensuring transparency and timeliness. Currently, our loan documentation and verification processes are a combination of manual and digital. Therefore, it would be ideal if the selected freelancer has experience in optimizing such processes. The ideal candidate should have: - Experience in designing and implementing agent platforms in the financial sector, particularly in MSME lending. - Technical skills in automated credit scoring systems and real-time notification features. - A good understanding of digital transformation in the lending sector, with a focus on balancing manual and digital processes. If you have a successful track record in these domains, I would love to hear...
I'm in need of a seasoned developer who can design a dynamic, responsive, and custom database synchronization system. Key Requirements: - Custom Data Mappings: The system should allow the designation of unique data mappings for seamless sync across various platforms. - Conditional Sync: The system should support conditional sync to ensure only relevant data is shared. - Automation: The synchronization process should be automated to reduce manual intervention and enhance efficiency. Platforms and Websites: The system should sync data with: - Social media platforms - Mobile devices Ideal Freelancer: - Proficient in database synchronization and mapping - Experienced with integration across websites and devices - Capable of designing automation processes - Knowledgeable ...
...communication with guests, and appropriately logging all reservation details. 2. Accounting Assistance: - We are also looking for an accountant. Your responsibilities would include addressing guest inquiries about charges, and ensuring all financial transactions related to reservations are accurately processed and recorded. Ideal candidates should have experience in hotel reservation systems and basic accounting. Familiarity with financial tracking software and customer service skills are a must. Note: This project involves dealing with financial data, hence trustworthiness and attention to detail are crucial....
I need an experienced PHP developer with a solid understanding of Stripe's payment platform. This project's main objective is to develop a script that sends a post request to Stripe for over-capturing an authorized payment. The over-capture is performed to modify payment details, specifically the amount billed due to additional...sends a post request to Stripe for over-capturing an authorized payment. The over-capture is performed to modify payment details, specifically the amount billed due to additional charges accrued. Expertise in handling Stripe’s transactional operations and PHP post request handling is necessary. Skills Required: - Proficiency in PHP - Extensive experience with Stripe API - Familiarity with financial transaction processes - Strong p...
Follow directions in video. Maidstone and Unity - Janessa and Kenzie Turtleford/Shellbrook/North Battleford - Juan David and Eduardo Meadow Lake - Cody/Tristan
I am looking for a skilled video animator to create a professional style video intro for a boutique financial planning firm. The video should be 15 seconds long, incorporating animation elements and bright colors for a polished but appealing look. Ideal Skills and Experience: • Experienced in Video Animation • Familiar with professional video intro styles • Able to incorporate bright colors subtly within a corporate style Your task will involve: • Creating a 15-second animated corporate style video intro • Merging animation and bright colors seamlessly • Delivering a high-quality, professional video output. There are puzzle pieces in our logo, so keeping the theme, we would like a video intro showing photos of potential clients as puzzle pieces, ...
I am seeking a skilled professional who can assist in cost estimation and budgeting for a commercial construction project. Your role will be pivotal in helping create a budget that reflects the scale and requirements of my project. Key Responsibilities: - Produce accurate cost estimates for the project - Develop a transpa...Ideal experience and skills: - Proven experience in cost estimation for commercial construction projects - Exceptional budgeting skills - Knowledge of commercial construction processes and expenses - Attention to detail is a must - Excellent communication skills in order to present and explain the budget. If you possess these skills and you're confident in your ability to facilitate smooth financial planning for commercial construction project, then I we...
Seeking a reliable part-time QuickBooks Online expert to perform recurrent tasks on a weekly basis. Primary responsibilities include: - Reconciling accounts - Running financial reports - Performing data entry and categorization Ideal candidates should have proficient knowledge and hands-on experience with QuickBooks Online. Engagement, reliability, and detail-orientation are essential attributes for success in this role. Prior experience in accounting and bookkeeping will be advantageous. Goals of this project include maintaining precise financial records, improving our financial transparency, and making insightful business decisions based on accurate reports. Your diligence and expertise are key to achieving this.
...role requires flexibility, as you'll be working in US hours - EST (3pm SAST – 11pm SAST). Interested? Role Responsibilities: • Customer Support Specialist: Resolving Issues & Ensuring Satisfaction • Operational Efficiency Guru: Providing Tech Solutions & Support • HR Support Champion: Recruiting, Training, and Coaching Staff • Service Team Leader: Setting Expectations & Performance Reviews • Financial Wizard: Budgeting and Forecasting for Success • Service Enhancement Expert: Improving Quality Through Analysis • Metrics Maestro: Setting and Analyzing Service Standards • Quality Assurance Officer: Auditing Procedures for Improvement • Policy Enforcer: Upholding Company Guidelines • Customer Liaison: Underst...
I'm looking for a talented financial writer with a keen eye for detail, capable of creating 1 to 10 demo bank statements specifically for a business account. - Required Format: The bank statements need to be in PDF format. - Account Type: The statements should reflect transactional activity for a business account. Ideal skills include: - Familiarity with financial statement preparation - Proficient in PDF generation - Previous experience creating bank statements or similar financial documents. By the end of this project, I expect professionally drawn-up bank statements that mimic authentic business transaction flows. Apply if you're well-versed in financial terminologies and possess excellent writing standards. Must include account numbers to be ...
I'm seeking an expert in Ninjatrader 7 (NT7) coding to bring new functionalities to my platform. The core requirements of my project are: - Incorporating...project are: - Incorporating Custom Indicators into NT7: I need you to hard code specific elements into the system for customized utilization on the chart trader. - Advanced Charting Features: I would require the integration of advanced charting features in NT7. Chart trader modifications. As a freelancer, you should ideally have: - Proven experience in coding for Ninjatrader 7. - Knowledge of financial markets, trading systems, and indicators. - High-level skills in coding and data visualization. Join me in upgrading the potential of my NT7 trading platform. Counting on your expertise to make trading more insightful...
I'm in need of a modern logo for my credit repair and funding business, PalJuarez Consulting. The logo should be bold, incorporating financial symbols like currency or graphs. Ideal skills for this project: - Logo design experience - Strong understanding of modern design aesthetics - Proficiency in using financial symbols in design - Ability to create a bold, eye-catching logo - Understanding of branding and business image. I'm looking for a designer who can translate the essence of my business into a visually appealing and professional logo. A keen eye for balance and color is crucial. Please provide a portfolio that showcases similar work.
I am seeking a partner who can guide me through the fundraising process for my travel technology startup, based in India. Our company aims to provide comprehensive technological resources to travel agents, including: - Booking management system - Client management system - Hotel booking capabilities - Real-time updates for all necessary information We aspir...hassle-free experience for travel agents and the Traveller. I need someone who has experience in securing investments for similar projects. An in-depth understanding of the tech startup environment in India and solid connections with potential investors would be highly advantageous. The ideal fit would be someone who not only can help in raising funds but also can provide strategic advice on financial management and growth s...
I'm seeking an expert in developing smart contracts on the Binance Smart Chain platform. The primary purpose of this smart contract will be to handle financial transactions. Security is of utmost importance to this project, and therefore the smart contract must have provisions for very high security. Ideal Skills and Experience: - Experience with Binance Smart Chain platform. - Expertise in smart contract development. - Proficiency in ensuring high-level security features. - A solid understanding of financial transaction management. This project requires someone who is meticulous and considerate of the potential security risks involved. I'm looking forward to working with someone who can provide a secure and robust solution that benefits my business transaction...
I need a detailed research on the Indian telecom industry with a focus on Airtel and Vodafone for a comparative financial analysis. I have added what should the project includes. 30% plagiarism allowed Pages approx 44-50 All data to be included
The primary focus of my project is to conduct an in-depth analysis of the correlation between financial investment decisions and education among college students. I am particularly interested in exploring the extent that financial literacy training impacts investment practices. For this project, I require candidates with: - A solid background in Social Sciences research, particularly in the field of Education. - Experience in conducting demographic-specific research studies, especially focused on college students. - Understanding of the financial investment behavior or habits of young adults is advantageous. - Excellent data analysis skills, capable of interpreting complex data sets and drawing logical conclusions. I anticipate the task will necessitate a revie...
...goal is to automate daily updates of the website's database. Key Requirements: - Daily database updates: The website should automatically update its database every day. - Products and prices: The database should include technology products, such as electronics and computer hardware. - Design and layout: The website should be visually appealing and user-friendly. - Database type: The database can be either SQL or MySQL. Ideal Skills: - Proficiency in SQL or MySQL - Experience in e-commerce website development - Strong understanding of front-end design - Ability to automate database updates - Expertise in handling technology products Your proposal should include: - Your experience in similar projects - Your approach to automating da...
I'm seeking a professional with a knack for creating compelling pitch decks in the finance sector. My ultimate goal is to secure...seeking a professional with a knack for creating compelling pitch decks in the finance sector. My ultimate goal is to secure funding. Thus, the deck needs to efficiently introduce an innovative solution to the potential investors. Skills the freelancer should possess: - Experience creating pitch decks, specifically for the finance industry. - Expertise in storytelling and distilling complex financial concepts into easy-to-understand materials. - Proven track record of helping secure funding. - Ability to incorporate feedback and work in a timely manner. With these skills, I am confident we will catch the eye of investors and clearly convey our u...
...professional who can smoothly transition my old database into the new one for my website. There are some extra columns in certain tables in the new database, so understanding the essence of the project is pivotal. Here's what I need assistance with: 1. Importing Data: I have a detailed list of specific tables and columns which need to be brought into the new setup. Your work will heavily rely on this list. 2. Data Combination: While importing the data, some of it requires merging. I won't be able to guide you on how this should be done, so it will fall under your professional judgment. Your proven experience and innovative strategies will come into play here. I am hoping to find someone who has extensive experience in MySQL, data merging, and database...
