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    5,000 financial consulting jobs found

    UK Jobs Insider is a UK-focused career consulting platform helping international students and professionals secure jobs, interviews, and visa-aligned roles in the UK. We are looking for experienced DM Sales Closers to handle structured sales conversations via Instagram and other approved DM platforms. Apply only if you: Have prior experience in DM sales or closing Are highly proficient in written English Can strictly follow SOPs and scripts Are comfortable in a performance-driven role You will start on a one-week trial basis, during which a clear sales target will be assigned. If the target is achieved, you will be moved to a contractual role, with the intent of a longer-term engagement (beyond one month). Our aim is to find a DM closer who grows with us and stays long term....

    $8 - $14 / hr
    $8 - $14 / hr
    0 bids

    I’m ready to put my consulting portfolio online and need a developer who can translate a clean, modern aesthetic into a small, scroll-based site built with nothing more than HTML, CSS and vanilla JavaScript. Here’s the vision. The page flows naturally from a striking hero section into an about area and ends with a fully working contact form. As the visitor scrolls, I’d like subtle, lightweight animations—simple fades or slides that enhance the experience without distracting from the content. The entire site must adapt gracefully to mobile, tablet and desktop breakpoints, keeping typography crisp and layout balanced in every view. I will supply the logo files and final copy; you bring the responsive layout, smooth scroll behaviour and polished front-end co...

    $155 Average bid
    $155 Avg Bid
    116 bids

    ...provided by me • Offer any advice on the matter! If it is worth selling, I will pay you a 10% of the selling price to: 1. Create a listing 2. Find, communicate and negotiate with potential buyers 3. Coordinate the sale and transfer 4. Process payment to avoid scam (e.g. ESCROW) 5. Advise on what I would need to change before promoting/selling (e.g. how to avoid a buyer having access to my personal/financial information during transfer, any personalisation, affiliate links, etc) *I am aware of sites like FLIPPA but I am currently reluctant to pay to pay a fee in case it doesn´t sell, and without knowing the value. *Selling privately would earn more, which I would rather outsource to a freelancer. When bidding: • Please outline your approach to valuing niche bl...

    $39 Average bid
    $39 Avg Bid
    11 bids
    Lookup App
    6 days left
    Verified

    ...Store submissions must include handling of any app review rejections until apps are live. 2. Web-based Admin Panel A production-ready admin panel for managing: Users (guests & hosts) Property listings and verification Booking lifecycle management Reviews & disputes Financial reporting Commission configuration Discount rules Sponsored placements (ads) Seasonal pricing Marketplace analytics Payout control and reconciliation Admin must be able to override/reset/approve key marketplace actions. 3. Financial System & Payout Logic The backend must support a dual payout model: Model A – Direct Settlement (preferred) Guest pays host directly through supported payment rails. Platform commission is deducted automatically at booking time. Model...

    $2257 Average bid
    $2257 Avg Bid
    223 bids

    I’m putting together a 5–7 page research paper that examines credit scores and how they shape borrowing power, interest rates, and overall financial health. The manuscript must follow current APA guidelines from cover page to reference list, include in-text citations, and rely on recent, peer-reviewed or otherwise reputable sources. What matters most to me is that every sentence is written by you, not generated by any AI tool. I will be running both AI-detection and plagiarism checks, so please take on the project only if you are confident in producing fully original, human-crafted work. Deliverables • 5–7 page Word document (Times New Roman 12-pt, double-spaced) • Separate APA reference list with at least five scholarly sources • Any rough n...

    $98 Average bid
    $98 Avg Bid
    43 bids

    Hi Tanmay, I have updated a website to have a new disclosure but it is not updating on live site, only when logged in. Please help.

    $17 / hr Average bid
    $17 / hr Avg Bid
    1 bids

    Hi Tanmay, I have updated the disclosure but it does seem to be visable when not logged in. please help.

    $168 Average bid
    $168 Avg Bid
    1 bids

    Advice / Setup Help Needed: Proxmox + Windows VMs + Secure Client Ac...such as: • VM restart buttons • WHMCS or lightweight alternatives Even though the setup is currently small, I’m intentionally aiming for a design similar to how professional VPS providers do it. For example, I’ve previously used , and I’m very curious about how providers like that typically structure secure RDP access and client self-service behind the scenes. This can be: • Consulting / architecture advice only, or • Hands-on implementation — depending on experience and approach. Please include in your reply: • Relevant experience (Proxmox, Windows VMs, RDP, VPNs, gateways, WHMCS, etc.) • Your suggested high-level approach • Availability and h...

    $19 / hr Average bid
    $19 / hr Avg Bid
    25 bids

    I have an existing Excel-based dashboard that is functionally solid, but its visual impact is still lacking. Within a short consulting window—likely just a few focused hours—I’d like your expertise on refining the look and feel while keeping everything inside Microsoft Excel. The dashboard is in German language so German is a plus but not a must. Here is where I need help: • Visual design and layout are the priority. • I’m especially concerned with how the bar and line charts are styled and how the overall structure guides the viewer’s eye. • Colour palettes are already fixed by client CD - Typography, spacing, and any subtle UI touches that can be achieved with native Excel tools are all on the table—as long as the file remai...

    $28 / hr Average bid
    $28 / hr Avg Bid
    71 bids

    ...Management so that sales, purchases, and stock positions stay in sync from day one. Key information about the job • Company type: Private Limited (Indian context) • Sector: Retail—multiple SKUs, daily sales, frequent purchase cycles • Required modules: Accounting & Finance and Inventory Management What I expect from you 1. Create the company in Tally Prime with the correct statutory profile, financial year, base currency, and GST details. 2. Structure the chart of accounts, including all core ledgers and groups relevant to retail trading. 3. Configure inventory: stock groups, units of measure, item masters, price levels, and godowns/warehouses. 4. Link inventory to accounting so stock values flow automatically to the Balance Sheet and P&am...

    $66 Average bid
    $66 Avg Bid
    21 bids

    I need an experienced business development professional who can consistently bring new technology-sector clients into my consultancy. Your day-to-day will revolve around identifying the right decision makers, opening conversations, nurturing relationships, and ultimately converting prospects into signed consulting engagements. Because our reputation rests on long-term partnerships, I’m looking for someone with a proven knack for client relationship management—someone who can guide a prospect from first contact through onboarding, then stay involved to maximise retention and upsell opportunities. You should feel at home leveraging LinkedIn, CRM platforms, email outreach, and the occasional well-timed call to build a healthy pipeline. Deliverables I will measure: &...

    $16 Average bid
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    1 bids

    investor-ready business plan, financial projections, This is the initial Stage. The actual rate of the work is 75k INR. Deadline : 3 days REQUIRED DELIVERABLES Detailed business plan (Word/Google form) 5-year financial model (Excel)

    $164 Average bid
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    1 bids
    Commercial Due Diligence Deck
    6 days left
    Verified

    I need a focused, investor-ready slide deck that allows me to decide whether to pursue a structured minority stake in a single target company. The document must walk through the full commercial story—starting with the market context and ending with a crisp pass / proceed / investigate recommendation—without venturing into financial modelling. Please build a presentation that: • Frames the market opportunity (size, growth, trends, regulation and anything else material). • Benchmarks the competitive landscape, highlighting both direct and emergent threats. • Dissects the product: value proposition, pricing, roadmap, differentiators. • Profiles the customer base, buying behaviour and retention triggers. • Examines current go-to-market moti...

    $128 Average bid
    $128 Avg Bid
    18 bids

    ...should highlight competitive positioning and risk mitigation. Because I have no existing financials, you’ll also create detailed five-year projections: revenue, expenses, cash flow, and break-even, along with token issuance structure and assumptions that stand up to investor scrutiny. Key deliverables • Investor-ready PDF and editable source (Word or Google Docs) • Excel (or Google Sheets) financial model with linked assumptions • One-page SWOT snapshot for quick reference • All citations and data sources included for verification Acceptance criteria • Projections align with current market benchmarks for prop-tech and blockchain. • Narrative flows logically and persuasively from problem to solution to return. • Document p...

    $986 Average bid
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    14 bids

    ...database layer: extending our Node/Express services, fine-tuning a MySQL schema, and making sure geospatial and financial data flow smoothly through the system. The key challenge is deep Google Maps work. You’ll be parsing and displaying KMZ and KML layers, wiring them to live MySQL queries, and exposing clean API endpoints the current React front-end can consume. Solid GIS know-how is a must; you’ll be working with spatial indexes, projection quirks, and distance calculations every day. Because this is an enhancement, the core codebase is already in place and well-documented. What I need from you is: • New and refactored Node.js endpoints that deliver geospatial and related financial data in milliseconds • MySQL upgrades—tables, views, and...

    $79 Average bid
    $79 Avg Bid
    14 bids

    ...database layer: extending our Node/Express services, fine-tuning a MySQL schema, and making sure geospatial and financial data flow smoothly through the system. The key challenge is deep Google Maps work. You’ll be parsing and displaying KMZ and KML layers, wiring them to live MySQL queries, and exposing clean API endpoints the current React front-end can consume. Solid GIS know-how is a must; you’ll be working with spatial indexes, projection quirks, and distance calculations every day. Because this is an enhancement, the core codebase is already in place and well-documented. What I need from you is: • New and refactored Node.js endpoints that deliver geospatial and related financial data in milliseconds • MySQL upgrades—tables, views, and...

    $12 / hr Average bid
    $12 / hr Avg Bid
    98 bids
    U.S. Personal Advisor
    6 days left
    Verified

    We require a professional, timely, and accurate consulting services as per indicated on SCOPE OF WORKS. Please make sure to go through the Statement of Work.

    $18 / hr Average bid
    $18 / hr Avg Bid
    4 bids

    I need a seasoned financial mind to turn a pool of roughly ten million in funds into a clear, defensible annual budget forecast. This is strictly a financial analysis project—no marketing spin or real-estate modelling—focused on forward-looking numbers rather than historical bookkeeping. You will start with the data I supply: last year’s income statement, a snapshot of current cash reserves, and a high-level growth assumption. From there, build an integrated model that shows where every dollar is expected to go over the next twelve months, flagging potential cash-flow gaps and highlighting opportunities to reallocate spend for maximum return. Key deliverables: • A dynamic Excel (or Google Sheets) model with editable assumptions, automated income state...

    $408 Average bid
    $408 Avg Bid
    28 bids

    We are seeking a full-stack development team to create FUDAfrica, a cross-platform mobile app designed to promote financial transparency and sustainable development across Africa. The app will combine advanced data visualization, geospatial tracking, collaborative tools, and offline functionality to empower users with real-time insights into public financial management and development projects. Core Features & Technical Requirements: 1. Core App & Data Infrastructure: - Cross-platform mobile app development (iOS/Android) using frameworks like Flutter or React Native. - API integration to securely pull data from government databases, financial institutions (e.g., World Bank API), and statistical sources. - Cloud-based database management for large data...

    $1172 Average bid
    NDA
    $1172 Avg Bid
    77 bids

    Job Title: B2B Sales Executive – Real Estate & US Insurance Solutions Location: Remote Duration: Long Term Contract Pay Rate: $5/hr (8 Hours Shift in a Day 40 Hours in a Week) (Should Support to California Time Zone USA) Need Candidate...services, solutions, or platforms (not retail sales) • Proven track record of closing mid-to-large enterprise deals • Excellent negotiation, communication, and presentation skills • Experience working with US clients and stakeholders • CRM experience (Salesforce, HubSpot, Zoho, etc.) Good to Have • Existing client network in Real Estate or Insurance • Experience with SaaS, Tech-enabled services, or Consulting sales • Understanding of compliance, underwriting workflows, claims, or policy lifecycle • ...

    $5 / hr Average bid
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    5 bids

    Our company, Waterfront Consulting, Inc has been preparing and submitting applications for piers, bulkheads, riprap, and other waterfront structures for over 40 years. We need to have a PE seal on our plans for the environmental permit drawings. These are NOT structural drawings, these are permit drawings with minimum specified materials. We need professional assistance to seal environmental permit drawings for water-dependent structures for Joint Permit Applications. These drawings require an official seal. Key Requirements: - Permit drawings for bulkheads, piers, riprap, and other water-dependent structures - Detailed material specifications - Accurate water depth measurements Ideal Skills and Experience: - Certification to provide environmental permit drawing seals - Experienc...

    $199 Average bid
    $199 Avg Bid
    42 bids

    Hi again! I am taking 2 classes. I needs reports written for both. One of them is 2 part- the the first portion being only a sourse report. 1) Financial Anaysis and management in healthcare class due March 9th 2) Environmental and Sustainability. Sourse summary due Feb 20th the full report due Feb 23. If you will work with me i can send the details and cost

    $250 Average bid
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    1 bids

    Job Description — Mainframe Developer (Work Support) Experience: 10+ Years Location: Remote (Support-Based) Type: Contract / Part-Time Domain: Banking / Financial / Insurance (Preferred) Role Overview We are seeking a senior Mainframe Developer with 10+ years of experience in mainframe systems and strong production support capabilities. The ideal candidate will handle analysis, debugging, enhancement, batch monitoring, and performance-related tasks for mission-critical applications. Key Responsibilities Provide L2/L3 production support for mainframe applications Analyze issues, debug ABENDs, and implement fixes Modify and enhance COBOL programs as required Support both batch and online (CICS) components Run and troubleshoot JCLs for scheduled jobs Perform impact ana...

    $663 Average bid
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    13 bids

    ...bookkeeping support focused squarely on financial reporting. All day-to-day entries will already be in the ledger; what I need is an accountant who can take that raw data and turn it into polished, reliable statements each period. Your core task is to extract the numbers, check for obvious posting errors, and deliver the three key reports I rely on for decision-making: • Balance Sheet • Income Statement • Cash Flow Statement I’m flexible on the software you use—QuickBooks, Xero, Excel, or another platform are all fine as long as the final reports reconcile fully with the general ledger and can be shared in both PDF and editable formats. Accuracy and clear presentation are critical. If this is your strength, let’s connect so you can step ...

    $18 / hr Average bid
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    88 bids

    ...on pending estimates, and ensured timely scheduling and communication across stakeholders. 4. Played an active role beyond appointment setting, owning follow-ups and project continuity. 5. Real Estate Cold Caller and Coordinator, JLopez Enterprises. Performed outbound cold calling to qualify buyers and sellers for realtors. Used structured qualification checklists including property type and financial criteria. Scheduled appointments directly and maintained CRM hygiene to support agents and transaction flow. 6. Business Development Support, Bautista Contracting (Home Services). 7. Conducted outbound email and follow-up outreach to general contractors and project managers. Tracked bids and estimates, supported vendor onboarding, and helped expand the contractor network for constr...

    $6 / hr Average bid
    $6 / hr Avg Bid
    4 bids

    ...on pending estimates, and ensured timely scheduling and communication across stakeholders. 4. Played an active role beyond appointment setting, owning follow-ups and project continuity. 5. Real Estate Cold Caller and Coordinator, JLopez Enterprises. Performed outbound cold calling to qualify buyers and sellers for realtors. Used structured qualification checklists including property type and financial criteria. Scheduled appointments directly and maintained CRM hygiene to support agents and transaction flow. 6. Business Development Support, Bautista Contracting (Home Services). 7. Conducted outbound email and follow-up outreach to general contractors and project managers. Tracked bids and estimates, supported vendor onboarding, and helped expand the contractor network for constr...

    $20 Average bid
    $20 Avg Bid
    6 bids

    My immediate need is to have a steady, reliable pair of hands entering financial data into an Excel spreadsheet. Accuracy is critical, as the figures feed directly into monthly reporting and cash-flow projections. I will provide raw statements and receipts in a mix of PDF and scanned formats; your job is to translate them into a clean, well-structured workbook and flag any inconsistencies you notice along the way. Once the spreadsheet work is flowing smoothly, I’d also like you to help tame my inbox and keep related documents neatly filed. Think light email triage—sorting, labeling, and surfacing anything that needs my attention—plus saving attachments into the appropriate folders so we never have to hunt for them again. Essential tools and expectations • ...

    $391 Average bid
    $391 Avg Bid
    116 bids
    Franchise Year End Audit CPA
    6 days left
    Verified

    I need a licensed CPA to complete my franchise’s annual year-end audit. The work centres on two areas: a formal financial-statement review and a full compliance check against our franchise agreement and lender covenants. All bookkeeping is up to date in QuickBooks Online and supporting documents are organised in shared folders for easy remote access. Scope • Conduct a review engagement that results in a signed CPA report suitable for the franchisor and our bank. • Verify that the numbers align with the franchise’s prescribed chart of accounts and royalty-reporting rules. • Flag any compliance gaps, summarising them in a brief management letter with practical recommendations. I can provide last year’s audit file, current trial balance, and recon...

    $958 Average bid
    $958 Avg Bid
    28 bids

    Description: Heads in the Cloud (HITC), a U.S.-based AWS consulting firm, is looking for a driven, self-starting sales pro to bring in new business. We specialize in cloud migrations, AWS Landing Zones, security, data lakes, AI/ML solutions, and managed services. If you know how to open doors, navigate IT conversations, and close deals, we want to talk. What You’ll Be Doing: Selling AWS consulting and cloud services to SMBs, startups, and mid-market companies Identifying and qualifying new prospects across North America (or globally) Closing service engagements in the $10K–$100K+ range Collaborating with our technical team to shape proposals and win deals Compensation: 20% commission on gross project profit Recurring commissions for up to 12 months on mult...

    $429 Average bid
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    25 bids

    I'm seeking a talented designer to create a bold and impactful logo for our established wealth management firm with a 60-year legacy. Key Requirements: - Incorporate company initials in the design - Use of bold and vibrant colors - Modern and sleek design Ideal Skills and Experience: - Proven experience in logo design, especially for financial institutions - Strong portfolio showcasing bold and impactful designs - Expertise in color theory and brand identity development Please include samples of previous work in your bids.

    $13 Average bid
    $13 Avg Bid
    19 bids

    A modern, professional logo designed to convey trust, stability, and financial clarity, combining clean typography with a balanced visual mark suitable for digital, print, and brand applications.

    $16 Average bid
    $16 Avg Bid
    35 bids

    I need an experienced bookkeeper to help transition my QuickBooks from Mac Desktop to QuickBooks Online and maintain my financial records. Key Tasks Include: - Data entry and transaction recording - Financial reporting and statement preparation - Reconciliation of accounts Ideal Skills and Experience: - Proficiency in QuickBooks Online - Strong bookkeeping and accounting knowledge - Experience with financial reporting - Detail-oriented and reliable Please provide your experience and approach to this task.

    $29 / hr Average bid
    $29 / hr Avg Bid
    27 bids

    We are looking for an experienced QuickBooks expert to manage ongoing bookkeeping and financial reporting for our business. This is a long-term, part-time role requiring approximately 4–6 hours per week. Our QuickBooks file is already well-structured with an established chart of accounts and workflows. We need someone who can step in, maintain that structure, and keep the books clean, accurate, and fully reconciled at all times. The core focus of this role is weekly reconciliations, accurate posting of transactions, and reliable financial statements that management can trust for decision-making. Scope of Work Weekly Responsibilities Reconcile the primary bank account Reconcile Accounts Receivable and Accounts Payable Post routine transactions in QuickBooks Ensure...

    $21 Average bid
    $21 Avg Bid
    7 bids

    I need a clean, modern WordPress website of roughly 5–7 pages that is laser-focused on one thing: generating leads for my consulting practice. The site should immediately communicate authority, outline the range of consulting services I provide, and funnel visitors toward a clear call-to-action. Core objectives • High-impact design that feels trustworthy and professional • Clear, friction-less lead-capture (a prominent contact form is a must; an appointment-booking plug-in could also work if it simplifies scheduling) • Easy back-end editing so I can add new service pages or testimonials without touching code • Mobile-first performance and solid on-page SEO fundamentals Typical page structure will be Home, About, Services, Success Stories, a...

    $17 / hr Average bid
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    78 bids

    I’m looking for someone who can jump into my QuickBooks file for about 4–6 hours each week and keep our numbers crystal-clear. Your core focus will be timely, accurate financial reporting, backed by tight account reconciliation and day-to-day bookkeeping. Each week you’ll reconcile the company’s primary bank account and our payables/receivables so that nothing lingers unreconciled for more than a few days. Once month-end closes, I’ll rely on you to generate three key reports—Balance Sheet, Income Statement, and Cash Flow Statement—then flag any variances or trends worth discussing. I’ve already organised the chart of accounts and workflows; what I need now is a QuickBooks expert who can maintain that structure, post routine transacti...

    $141 Average bid
    $141 Avg Bid
    111 bids

    I have just launched a finance-focused brand and need a quick batch of Instagram content—around 30 posts—that is guaranteed to stay comfortably within Meta’s latest policy guidelines. The account’s voice revolves around financial gain and success, so each asset should either deliver a concise money tip, a punchy motivational quote, or a short success-story snapshot. Visually, think minimalistic and clean: plenty of white space, sharp typography, muted accent tones, and a look that feels trustworthy rather than flashy. I’ll send over my logo files, font choices, and color codes so everything fits our existing identity; follow them closely, but there’s still room for layout creativity. Key points you must cover • Meta-compliant copy: no...

    $86 Average bid
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    124 bids

    Objective Deliver 1 completed and attended meeting with one of the following decision-makers: Target Roles (Priority) Chief Operating Officer (COO) Chief Financial Officer (CFO) Head of Operations Operations Manager Purchasing / Indirect Purchasing Manager Secondary Roles (Lower Priority) Supply Chain Manager Risk Manager Strategy Director Target Market Geography United Arab Emirates Saudi Arabia (KSA) Industries Retail (e.g., Spinneys, Choithrams, Al Maya) Food & Beverage Manufacturing Restaurant Chains Transportation, Logistics & Supply Chain Company Criteria Revenue > 1.5 billion AED (UAE) Revenue > 1.5 billion SAR (KSA) Scope of Work The freelancer will: Research & Qualification Identify suitable companies matching revenue and industry...

    $3780 Average bid
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    10 bids
    Investor Pitch Deck Design
    6 days left
    Verified

    I need a professional pitch deck designed to attract investors. The deck should emphasize our revenue model. Key Requirements: - Professional and visually appealing design - Clear and compelling presentation of our revenue model - Sections on market opportunity and competitive advant...emphasize our revenue model. Key Requirements: - Professional and visually appealing design - Clear and compelling presentation of our revenue model - Sections on market opportunity and competitive advantage Ideal Skills and Experience: - Experience creating investor pitch decks - Strong design skills (PowerPoint, Keynote, etc.) - Ability to distill complex information into clear visuals - Financial acumen to accurately represent revenue models I need this done ASAP. Please provide samples of prev...

    $195 Average bid
    $195 Avg Bid
    32 bids

    I need a professional pitch deck designed to attract investors. The deck should emphasize our revenue model. Key Requirements: - Professional and visually appealing design - Clear and compelling presentation of our revenue model - Sections on market opportunity and competitive advant...emphasize our revenue model. Key Requirements: - Professional and visually appealing design - Clear and compelling presentation of our revenue model - Sections on market opportunity and competitive advantage Ideal Skills and Experience: - Experience creating investor pitch decks - Strong design skills (PowerPoint, Keynote, etc.) - Ability to distill complex information into clear visuals - Financial acumen to accurately represent revenue models I need this done ASAP. Please provide samples of prev...

    $219 Average bid
    NDA
    $219 Avg Bid
    22 bids

    I run a WordPress site and I’m ready to launch a dedicated bank-only application form—no payments involved at this stage. The goal is a clean, conditional form that captures personal, financial and employment details, validates data on the fly, and triggers an automated email sequence to both the applicant and my internal team. Here’s what I expect as the finished package: • A custom, responsive bank-only application form built with a solid plugin such as Gravity Forms, Formidable, or WPForms, coded so every step feels frictionless on mobile and desktop. • Smart logic and field validation so applicants see only the questions that apply to them. • Invisible reCAPTCHA or comparable anti-spam protection. • Automated confirmation and notific...

    $30 Average bid
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    49 bids

    Overview We are a manufacturing company using Infor SyteLine (Cloud) and are seeking an experienced Infor SyteLine / Birst reporting developer to design and implement a daily, automated executive metrics report (“BBB”). This report is a single, consolidated PDF containing multiple operational, financial, and production metrics, distributed automatically to management. Note: This engagement is primarily for the BBB report described below. There may be additional reporting opportunities after successful delivery, but those are out of scope for this initial project. ________________________________________ Objectives • Produce a daily executive metrics report from SyteLine Cloud data • Automate report generation and email distribution • Ensure accuracy, secur...

    $1003 Average bid
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    80 bids
    IT Governance Case Study
    6 days left
    Verified

    ...and flow Supporting with APA-style references (suggesting suitable sources) Formatting Requirements: Length: 2–3 pages Font: Times New Roman 12 Spacing: 1.5 Referencing: APA style Similarity requirement: ≤ 20% Key Topics Covered: Definition and importance of IT governance Poorly governed IT decision domains (principles, architecture, applications, investments, etc.) Governance archetypes Risks: financial, operational, compliance, customer experience Actionable governance improvements (committees, roles, policies, decision rights, architecture controls) How governance supports omnichannel integration and digital transformation Deliverable: A well-structured, polished Word document with clear headings Optional: comments/suggestions so I can learn from the improvements Pref...

    $25 Average bid
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    51 bids

    I’m building an end-to-end intake and analysis system for my clients’ financial statements, contracts and tax documents. The flow starts with a secure web form where each client can upload files; as soon as they hit “submit” every document must be encrypted at rest and neatly tagged in an AWS bucket (or equivalent service you propose inside the same account). From there the platform needs to watch what has and hasn’t arrived. Whenever a file is missing, incorrectly formatted, or a client simply forgets to update personal details, an automated email reminder should go out. I want to trigger three distinct nudges—one for missing documents, one for corrections, and one for profile updates—without me lifting a finger. Once the dataset is compl...

    $158 Average bid
    $158 Avg Bid
    104 bids
    Power BI PO & PR Dashboard
    6 days left
    Verified

    ...standardized data using Power Query • Prepare and transform: o Date fields (Month, Quarter, Half-Year, Year) o Sector classification o PO / PR identifiers o Period and YTD flags • Handle nulls, inconsistencies, and formatting issues • Ensure the dataset is optimized for refresh and performance 3.3 Data Modeling • Design and implement a robust Power BI data model including: o Fact tables for PO and PR financial data o Dimension tables for Sector, Period, Year, and PO/PR type • Define relationships, cardinality, and filter directions • Optimize the model for performance and scalability 3.4 Measures & Calculations (DAX) Develop all required DAX measures, including but not limited to: • Plan, Actual, and Variance • Variance percentage &bu...

    $234 Average bid
    $234 Avg Bid
    54 bids

    I'm looking for a part-time CPA to provide ongoing financial planning support. Key areas of focus include: - Budgeting and forecasting - Investment advice - Risk management Ideal candidates should have: - Strong background in financial planning and analysis - Expertise in budgeting, investments, and risk management - CPA certification - Experience with long-term client engagement Please provide your qualifications and relevant experience.

    $38 / hr Average bid
    $38 / hr Avg Bid
    32 bids
    Trophy icon Minimalist Tech Typography Logo
    6 days left

    predict365 is a premium, institutional financial platform. The logo should be a clean typography/wordmark design using black, gold, and white, with black as the primary background and gold used in a subtle, refined way. The overall feel should be calm, analytical, and global—similar to capital markets or CFD. The letter “p” in predict should be thoughtfully designed to subtly suggest profit or value creation (through form, balance, or structure), without using obvious symbols, arrows, or graphics. The design should feel timeless, credible, and suitable for serious financial audiences. the word that needs to be designed is predict365 Style & focus • Minimalist aesthetic—no flourishes or gradients, just purposeful space and form. • Tec...

    $27 Average bid
    Guaranteed
    $27
    368 entries

    I run online fitness classes and personalised nutrition consulting and now need a stronger digital presence that turns visitors into paying clients. LinkedIn My profile and company page needs a full enhancement and optimisation: keyword-rich headline, eye-catching banner, re-written “About” section, Services and Featured areas arranged to mirror the website’s offer, plus a simple content & connection strategy that keeps new leads flowing. Self Profile Enhancement Profile Photo, Banner, Headline, About, Services, Skills, Others… Company Page- Fitvenue Enhancement Profile Photo, Banner, Overview, About, Services, Click to Website.. Others…

    $111 Average bid
    $111 Avg Bid
    11 bids

    I’m looking for an experienced finance professional who can take raw bookkeeping data and turn it into polished, insight-ready statements. My immediate need is support with all three core reports—Balance Sheet, Income Statement, and Cash Flow Statement—so that I can present accurate figures to stakeholders and make timely decisions. You will: • Compile and reconcile the underlying transactions • Produce a GAAP-compliant Balance Sheet, Income Statement, and Cash Flow Statement • Flag any inconsistencies or missing information and suggest corrections The work can be completed in Excel, Google Sheets, or accounting software you’re comfortable with; just let me know what you prefer. Accuracy, clear formatting, and a brief commentary on notable tre...

    $11 / hr Average bid
    $11 / hr Avg Bid
    7 bids

    I’m looking for an experienced finance professional who can take raw bookkeeping data and turn it into polished, insight-ready statements. My immediate need is support with all three core reports—Balance Sheet, Income Statement, and Cash Flow Statement—so that I can present accurate figures to stakeholders and make timely decisions. You will: • Compile and reconcile the underlying transactions • Produce a GAAP-compliant Balance Sheet, Income Statement, and Cash Flow Statement • Flag any inconsistencies or missing information and suggest corrections The work can be completed in Excel, Google Sheets, or accounting software you’re comfortable with; just let me know what you prefer. Accuracy, clear formatting, and a brief commentary on notable tre...

    $202 Average bid
    $202 Avg Bid
    16 bids

    I need a clean, professional brochure that introduces my chartered accountancy firm to potential clients. The piece must be informative rather than sales-heavy, clearly outlining our three core services—Tax Consulting, Audit and Assurance, and Financial Advisory—while conveying our reliability, accuracy, and client-centric approach. Content & tone • Concise headlines and short body copy that explain what each service does for the reader. • Friendly but authoritative language that inspires confidence without resorting to jargon. • An “About Us” paragraph and a small testimonial or credentials area to reinforce trust. Visual direction • Brand colours and fonts will be supplied; apply them consistently throughout. &bull...

    $20 Average bid
    $20 Avg Bid
    26 bids

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