Consultanță financiară Jobs

I head a village-based self-help group and we are preparing a one-off loan sale whose sole purpose is to channel fast, affordable emergency funds to our village cooperatives. I need a seasoned finance professional who can translate this objective into a clear, investor-ready package and an easy-to-run disbursement process. Here is what I need from you: • A succinct loan portfolio outline that shows ticket sizes, repayment horizon, and interest structure geared toward emergency aid. • A simple risk-mitigation framework and repayment tracking sheet (Excel or Google Sheets is fine) that local coordinators can maintain without outside help. • Lending and borrower agreement templates written in plain language yet compliant with standard micro-finance practice. • A br...

I'm looking for an experienced Python developer to install a trading bot on my computer. The bot will execute options trades on Thinkorswim based on a script I already have. Requirements: - Proficiency in Python - Experience with Thinkorswim platform - Ability to install and configure trading bots - Familiarity with options trading Ideal Skills and Experience: - Background in finance or trading - Previous work with trading automation - Strong troubleshooting skills Please provide a brief overview of your relevant experience.

Job interview prep . Need help and coaching for rates manager job. Need someone who understands markets as well.

Saya sedang mengembangkan bisnis dan membutuhkan konsultasi bisnis khusus di bidang manajemen keuangan. Fokus utama saya adalah: • Menyusun sistem pengelolaan keuangan yang rapi dan terukur • Mengoptimalkan arus kas dan penganggaran agar tetap sehat • Memahami laporan keuangan untuk pengambilan keputusan strategis Saya menginginkan sesi konsultasi online secara berkala, dokumen panduan praktis, serta rekomendasi langkah-langkah implementasi yang bisa langsung saya terapkan. Jika Anda berpengalaman membantu pemilik usaha merapikan keuangan dan siap memberi arahan jelas, saya menantikan kolaborasi kita.

I need QuickBooks Desktop 2024 Premium user to bring several company and personal files fully up to date. The work involves entering bank transactions along with all income and expense activity spanning multiple years for more than one company files. Beyond catching up the books, I want each file configured for smoother day-to-day handling: bank feeds connected, auto-match rules refined, and due-date reminders or memorized transactions set so routine postings happen with minimal manual effort. All work must be done live through a secure screen-sharing session (AnyDesk or TeamViewer). No local copies or file downloads. I am on Pacific Time and prefer sessions scheduled within that window so we can collaborate in real-time when questions arise. If you are comfortable navigating QuickBo...

I’m running a short, paid research study on how German finance leaders handle invoice management. If you are based in Germany and currently oversee or influence your company’s invoice workflows, whether as a Finance Manager, Accountant, or CFO, I’d like your firsthand insights. You’ll receive a private link to a secure web-based questionnaire hosted on our site. The survey takes about 15 minutes, covers day-to-day invoice approval, error-handling, and general process pain points, and can be completed from any desktop or mobile browser. Deliverables I’ll need from you: • One fully completed survey submitted through the website • A brief confirmation of your current role and company size (for screening only) If you are a perfect candidate for ...

I am preparing a UK-based crypto business for FCA cryptoasset registration under the Money Laundering Regulations and am seeking focused application support. I require an experienced compliance consultant to handle the document preparation side and produce regulator-ready materials suitable for submission via the FCA Connect portal. The scope includes drafting, refining, and aligning all compliance documentation with current FCA guidance, the MLRs, and JMLSG expectations. I already have a defined business model and preliminary risk assessment; your role will be to translate this into a coherent and defensible AML/CTF framework, policies, procedures, and governance records. Applicants must have direct experience with FCA cryptoasset registrations. Please provide anonymised examples of prior...

I need an accountant to match each month’s sales reports to the corresponding deposits that appear on my bank statements. The workload is light—fewer than 100 transactions per month—but I expect every item to be traced, any variance to be explained, and the final numbers to tie out cleanly. You may work in QuickBooks, Xero, FreshBooks, or another platform you are comfortable with, provided you can generate audit-ready backup. I will supply the daily sales summaries and the PDF bank statements at the start of every month; you return a reconciled file and a brief note of any discrepancies you uncovered. Deliverables • A reconciled ledger (software file or spreadsheet) showing a zero difference • A short discrepancy log highlighting unmatched or unusual items...

Necesito a alguien con comprobada experiencia en contabilidad dentro de los Estados Unidos que se encargue de mantener mis libros financieros al día. El trabajo consiste en: • Registrar y clasificar todas las transacciones a diario. • Garantizar que los estados financieros (balance general, estado de resultados y flujo de efectivo) reflejen fielmente las normas GAAP de EE. UU. • Detectar discrepancias y corregir errores antes de los cierres mensuales. • Proporcionar reportes rápidos cuando los requiera para decisiones operativas. Trabajo con QuickBooks Online, por lo que deberás sentirte cómodo usando la plataforma y sus integraciones bancarias. Facilitaré acceso remoto seguro a mis cuentas y un calendario claro de cortes y e...

I need assistance in finding funding sources for an international litigation case against the State of Jamaica. Key Requirements: - Expertise in sourcing funds for high-stakes litigation - Experience with both specialized litigation financiers and general financial institutions - Strong network and negotiation skills - Knowledge of legal and financial implications involved in international lawsuits Ideal skills include: - Background in finance or law - Proven track record in securing litigation funding - Ability to prepare and present compelling funding proposals Looking for a freelancer who can navigate this complex landscape and secure the necessary funds to support this case.

I need an expert who understands NEFT transfer flows inside an online banking system. The goal is to activate and verify a manual fund transfer option so that every NEFT I initiate lands straight in the beneficiary’s bank account without being held in any pooling or intermediary wallet. Here is what I expect: • Analyse the current online-banking configuration and identify every step the money travels once a manual NEFT is triggered. • Tell me—clearly and in writing—whether the amount is credited directly or routed elsewhere first, and why. • Provide a concise checklist (or short guide) covering any settings, file formats or API calls I must adjust so the transfer becomes (or stays) straight-through. • Be available for a brief screen-sharing se...

AI Automation for Finance Analytics AI / Machine Learning DO NOT BID IF BIDDING FOR 40-HOUR WORK WEEK WE ARE LOOKING FOR A CONSULTANT / BUILDER / TUTOR TO WORK WITH OUR TEAM 3-5 HOURS A WEEK TO BUILD THE SYSTEM JONITLY DO NOT BID FOR LONGER THAN THOSE HOURS. DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal ...

Hiring: Project Report & Loan Documentation Expert (MSME / Startup India) We are looking to hire an experienced professional who can prepare complete loan documentation for our new company. Scope of Work: The selected candidate must prepare: * Detailed Project Report (DPR) * Comprehensive Business Plan * Financial Projections (3–5 years) * Loan Repayment Plan * CMA Data (if required) * MSME Loan Documentation Support * Startup India Loan Documentation Support The report must be suitable for submission to banks/financial institutions. - Requirements: * Prior experience in preparing project reports for bank loans * Strong knowledge of MSME and Startup India loan schemes * Ability to prepare realistic financial projections * Understanding of DSCR, break-even analysis, cash f...

I need an accountant who can take full ownership of my day-to-day bookkeeping inside ERPNext. All transactions already flow into the system; what I’m missing is someone who can review, categorise, and reconcile those entries on a regular schedule so my ledger stays clean and current. Because the entire workflow is digital, you’ll work directly in ERPNext—no spreadsheets or manual ledgers. Your main focus will be: recording and coding income and expenses to the correct accounts, matching payments against invoices, performing bank and credit-card reconciliations, and closing each month with accurate profit & loss, balance-sheet, and cash-flow statements. Clear notes on any discrepancies or adjustments are essential so I can track issues quickly. Deliverables • ...

I’m conducting a brief, compensated study on behalf of a market-research firm to understand how finance leaders who oversee both Accounts Payable and Accounts Receivable handle invoice management today. The task is simple: complete a short online questionnaire that explores current workflows, automation levels, and bottlenecks in your invoice life-cycle. Most participants finish in under 10 minutes, and I can release payment immediately once your submission is validated. Because the insights are time-sensitive, I need your responses as soon as possible, ideally within the next day. Deliverable • One fully completed survey (all questions answered honestly and in detail). Acceptance Criteria • Survey is submitted through the provided link. • Answers reflec...

Busco apoyo inmediato para poner al día y mantener en orden la contabilidad de mi pequeña empresa dentro de Holded. Lo que necesito ahora mismo: • Gestión de facturas: alta, clasificación y archivo correcto en la plataforma. • Conciliación bancaria semanal para que los saldos coincidan sin desajustes. • Seguimiento de recepción de pagos, avisando oportunamente de facturas vencidas o próximos vencimientos. Valoro que manejes Holded a nivel intermedio; es la herramienta que utilizamos a diario y quiero aprovechar sus automatizaciones sin complicarme con configuraciones avanzadas. Si, más adelante, podemos ampliar a la preparación de informes financieros, genial, pero por ahora el foco es dejar todo cuad...

I need a financial expert to handle weekly accounting as per US GAAP accounting. Pls share a monthly fee quote Ideal Skills and Experience: - Expertise in US GAAP - Experience in financial reporting - Attention to detail and accuracy - Relevant industry experience (preferred but not mandatory) Please share your qualifications and similar work experience.

I'm running my business on Odoo 18 Enterprise and need quick, hands-on help with Accounting module basics—specifically cash payments and bank/cash reconciliations. Main issues: After registering cash payments on invoices, they stay stuck in "In Payment" status instead of going directly to "Paid". Statements and reconciliation views show as incomplete/unmatched. I don't want to force fake bank deposits for cash that is not deposited need proper setup for cash journal (e.g., bypassing outstanding receipts account or daily cash log reconciliation). I have had an accountant set up Odoo for me although he was new to Odoo. He used to take care of my accounts in Zoho Books prior to this. I need someone who is a very good communicator, who speaks very goo...

Saya sedang berjuang keluar dari jerat kemiskinan dan membutuhkan bimbingan bisnis khusus di bidang keuangan—tepatnya pengelolaan hutang. Saya ingin bekerja sama secara pribadi dengan seorang konsultan atau coach yang dapat: • Menelaah kondisi utang saya sekarang dan memetakan prioritas pelunasan. • Membuat rencana anggaran praktis yang cocok dengan pendapatan saya saat ini. • Memberi panduan langkah-demi-langkah agar saya disiplin menabung dan tidak menambah utang baru. • Menjelaskan konsep dasar arus kas, bunga, dan negosiasi dengan kreditur dengan bahasa sederhana. • Menyediakan template atau alat sederhana (misalnya spreadsheet Excel atau Google Sheets) untuk memantau progres mingguan. Keberhasilan proyek diukur dari tersusunnya rencana peluna...

I need a qualified U.S. tax attorney to take my 2023 personal tax returns from start to finish. My situation is straightforward on the wage side—regular W-2 salary—yet it gets more complex once you factor in crypto gifts I both received and gave during the year. I’m looking for clear, defensible treatment of those transactions so that everything aligns with current IRS guidance. Here’s what I expect: • A complete federal (and California) personal return prepared and e-filed. • Accurate cost-basis, holding-period, and gift reporting for the crypto transfers. • Consolidated workpapers or spreadsheet that show how each figure was derived so I can reference it in the future. Please let me know your experience handling gifted crypto, any tools you ...

I'm a serial entrepreneur and business strategist based in the Netherlands, looking for an experienced investment coach, mentor, or consultant to help me grow my personal investment portfolio strategically and sustainably. I currently trade and invest through across multiple asset classes: stocks (individual equities), commodities (gold, oil, etc.), cryptocurrency (BTC, ETH, and selected altcoins), and ETFs (index and sector-based). What I'm Looking For: * Portfolio Strategy & Allocation – Building a well-diversified portfolio tailored to long-term capital growth, balancing risk across asset classes * Risk Management – Setting up proper stop-losses, position sizing, leverage management, and overall risk frameworks * Market Analysis & Forecasting – Te...

I'm looking for an expert to file multiple years of corporation tax returns for my C Corporation. Key Requirements: - Experience with C Corporation tax returns - Ability to handle multiple years of filings - Knowledge of tax laws and regulations Ideal Skills: - CPA or equivalent certification - Experience with corporate tax software - Strong attention to detail Please provide a fixed price for the entire project.

Secure a grant for a corporation startup business.

I’m seeking a freelancer to configure QuickBooks Online Essentials from the ground up for a UK-based professional services business. There is no legacy data to import. The engagement is focused entirely on structuring the file correctly, optimising workflows, and ensuring VAT compliance so the system for when it is needed. Below is the detailed scope of work required. Chart of Accounts Design & Structure • Design and implement a clean, logical chart of accounts tailored to a professional investigations/services business. • Separate income streams (e.g., surveillance, tracing, consultancy). • Create appropriate cost of sales accounts to allow gross profit visibility. • Configure operating expense categories suitable for a field-based professional services f...

I need help recovering funds lost in a Bitcoin investment scam. The scam occurred via cryptocurrency. Hello, I am a 80 year old woman with Chronic Lung Disease and a cancer patient. I have been scammed by 2 different bitcoin investors. I need someone that can help me recover my funds. I have $9998.50 in USD.T and $2,500 in WSG in my Trust Wallet I need to try and transfer to my bank. I am alone and have nobody to help me. I am out of my medication and broke. PLEASE PLEASE CAN SOMEBODY HELP ME??? I AM NOT LOOKING FOR A HAND-OUT BUT A HELPING HAND-UP. Thank you and have a blessed day! Regards Ms Pat S Morrison

Software Requirements Specification (SRS) TaxSmooth – Income Tax Return Filing System 1. Introduction 1.1 Purpose This document specifies the software requirements for TaxSmooth, a web-based system for filing Income Tax Returns (ITR) in India. The specification is intended for stakeholders including product owners, developers, testers, and compliance reviewers. 1.2 Scope TaxSmooth is a secure web application that enables individual taxpayers to prepare, validate, submit, and verify income tax returns electronically. The system supports multiple ITR forms, automated tax calculations, capital gains processing, and statutory verification mechanisms. 1.3 Definitions, Acronyms, and Abbreviations • ITR – Income Tax Return • PAN – Permanent Account Number • DSC &n...

I need an experienced Canadian tax professional to take care of both my personal return (T1) and my company’s obligations. My priorities are: • Preparing and filing my individual T1 for the current tax year, ensuring every eligible credit and deduction is captured. • Completing and submitting the corporate T2 return, with all schedules accurate and ready for CRA review. • Handling our regular GST/HST filings so they are on-time and fully compliant. • Delivering practical, Canada-specific tax planning and strategy advice that keeps the business compliant while legitimately reducing overall liability. Access to CRA My Account / My Business Account, comfort with QuickBooks or similar bookkeeping data, and up-to-date knowledge of federal and provincial rules a...

I'm seeking assistance to determine an hourly rate for my agency's technical support services, specifically in desktop applications. To establish a competitive and profitable rate, I need to calculate based on: - Base cost: £14 per hour - Profit margin: £5 per hour - Travel expenses during the job Ideal skills and experience: - Experience in pricing strategy - Knowledge of the technical support industry - Ability to factor in travel costs accurately Please provide a comprehensive breakdown of how you arrived at the recommended hourly rate.

Saya memiliki dana sebesar Rp50 juta dan ingin menempatkannya di pasar saham. Tujuan utama saya adalah investasi jangka menengah-panjang dengan fokus pada portofolio saham yang terdiversifikasi, bukan hanya satu emiten. Saya membutuhkan pendampingan menyeluruh yang mencakup: • Analisis singkat profil risiko saya (moderate–agresif) dan horizon investasi. • Rekomendasi portofolio berisi sejumlah saham IHSG—lengkap dengan bobot persentase untuk tiap saham agar seimbang antara sektor defensif dan growth. • Perkiraan potensi imbal hasil dan volatilitas, berikut simulasi skenario pasar bullish maupun bearish. • Panduan langkah-demi-langkah membuka atau memilih sekuritas, termasuk biaya transaksi, fitur online trading, serta cara menjalankan Dollar-Cost Av...

Saya memiliki dana sebesar Rp50 juta dan ingin menempatkannya di pasar saham. Tujuan utama saya adalah investasi jangka menengah-panjang dengan fokus pada portofolio saham yang terdiversifikasi, bukan hanya satu emiten. Saya membutuhkan pendampingan menyeluruh yang mencakup: • Analisis singkat profil risiko saya (moderate–agresif) dan horizon investasi. • Rekomendasi portofolio berisi sejumlah saham IHSG—lengkap dengan bobot persentase untuk tiap saham agar seimbang antara sektor defensif dan growth. • Perkiraan potensi imbal hasil dan volatilitas, berikut simulasi skenario pasar bullish maupun bearish. • Panduan langkah-demi-langkah membuka atau memilih sekuritas, termasuk biaya transaksi, fitur online trading, serta cara menjalankan Dollar-Cost Av...

I’m looking for a freelance billing engineer in Udaipur who can jump in whenever work arises and handle the entire billing cycle for my small-scale projects. Your core responsibilities will be to raise fully compliant GST invoices, keep our compact set of accounts tidy, and follow up with clients until each payment lands in the bank. Work comes in bursts, so I need someone comfortable with an on-call rhythm rather than a fixed daily schedule. As long as the books stay current and every invoice is uploaded on time, you can choose the tools you prefer—Tally ERP, Zoho Books, QuickBooks, or any other software you’re already efficient with. Clear communication is everything else is flexible. If you understand Indian GST rules inside-out, enjoy managing lean accounts, and...

Project: Review & Finalisation of SFC Business & Risk Management Questionnaire (BRMQ) Overview I require an experienced compliance professional with Hong Kong SFC regulatory expertise to review and finalise my firm’s Business & Risk Management Questionnaire (BRMQ) prior to submission. Draft responses and supporting financial figures are already prepared; the task is focused on regulatory alignment, clarity, and completeness rather than initial drafting. Scope of Work Conduct a structured review of all BRMQ sections via shared document and/or short coordination calls. Identify gaps, inconsistencies, or areas lacking sufficient regulatory detail. Rewrite or refine responses to ensure professional compliance language and alignment with current SFC expectations. Cross-check a...

I need assistance to elevate my financial readiness assignment from merit to distinction level. The assignment is cantered on Financial Readiness for MBA. Requirements: - In-depth knowledge of financial concepts, particularly in the context of MBA readiness. - Exceptional analytical and writing skills. - Experience in improving academic coursework to higher grades. Ideal Skills and Experience: - Background in finance or related fields. - Proven track record in academic writing and problem-solving. - Ability to provide constructive feedback and enhance existing content. Most importantly; how to elevate the work from low medium merit to 80-85%

I'm seeking a tax accountant with specialized knowledge in the agricultural sector, particularly in crops, livestock, dairy, and greenhouses. Key Requirements: - Expertise in agricultural tax regulations and incentives - In-depth knowledge of financial aspects related to crops, livestock, dairy, and greenhouse operations - Ability to provide tax planning and compliance services tailored to the ag industry - Experience with agricultural clients and understanding of their unique financial challenges Ideal Skills: - Certified Public Accountant (CPA) with agricultural tax experience - Strong analytical skills and attention to detail - Excellent communication skills for client consultations - Proficiency in accounting software and tax preparation tools Please provide your resume and a b...

We're looking for an experienced accountant or financial controller to support a portfolio of international technology and ecosystem ventures. This is a flexible, ongoing engagement — open to independent professionals and agencies — with the potential to grow into a fractional CFO role. ABOUT US We operate multiple ventures across ecosystem infrastructure (B2B SaaS), e-commerce, technology solutions, and startup ecosystem coordination. Our activities span Europe and North America, and we work closely with accelerators, innovation hubs, and tech startups globally. We manage multiple legal entities across jurisdictions, including Dutch BVs and potential US structures. WHAT WE NEED We need someone who can handle the full financial picture across our ventures. Here's wh...

I need a licensed CPA firm in Tennessee to perform a formal review of our current balance sheet so I can submit it with my contractor-license application. The statement must reflect our present financial position, meet state licensing board requirements, and be issued on your letterhead with the standard review report wording. You will receive the latest trial balance, general ledger, and supporting schedules the same day we start. I’m ready to answer any follow-up questions quickly so the engagement can be completed without delays. Deliverable: • A CPA-reviewed balance sheet dated as of the current period, accompanied by your signed review report in PDF format. Please confirm your credentials and estimated turnaround time when you reply.

I am moving my accounts from another platform into Xero and want the transition handled smoothly so that, once everything is in place, the books can be closed each month without fuss. First, I need the full migration completed: chart of accounts replicated, opening balances imported, historical transactions brought across, and bank feeds tested so that data flows automatically into Xero. Once migrated, the ongoing work begins. Every month you will: • Reconcile all bank and credit-card feeds to 100% in Xero • Track and code expenses, attaching receipts where available and creating rules to speed future processing • Raise, send, and match customer invoices, ensuring that A/R and A/P reports stay accurate I expect each month to finish with balanced ledgers, a clean profi...

Our Rentman environment needs a detailed audit to enable flawless integration with Xero for accounting purposes. The focus is on syncing invoices, costs, and payments with accuracy. Automatic invoice transfer, cost allocation, and payment reconciliation must work seamlessly without manual fixes. Key requirements: - Certification in Xero (or equivalent expertise) is mandatory. - Hands-on experience with Rentman is essential. - A background in AV-rental or events management will help align with our business needs. Responsibilities: • Audit our current Rentman setup to resolve data hand-off issues and optimize workflows. • Configure Xero so its data structure aligns with operations—charts of accounts, tax codes, and tracking categories included. • Ensure a live link bet...

I need a skilled Pine Script developer to convert my trend following trading strategy into a functional script. Key Requirements: - Convert a stock-based trend following strategy into Pine Script - Ensure script is accurate and efficient - Provide documentation for ease of use Ideal Skills: - Proficiency in Pine Script - Experience with trend following strategies - Background in stock trading

YOU MUST BE A CERTIFIED APPRAISER OR APPRAISAL company I need formal valuation reports for four separate businesses we own— I want the report to be income approach plus the value of the property combined. What I expect in every report • A clear asset/property appraisal coupled with an income-based analysis, woven into a single, defensible figure. • Supporting market evidence where relevant to show how the conclusion stacks up against comparable sales or earnings multiples. • A concise executive summary, detailed methodology, assumptions, and any sensitivity tables that help me explain the numbers to bankers and potential investors. I have evaluations with all the information for the properties. I’m trying to prove that my husband devalued all the busin...

Amazon oa booking for 2025 thousands of transactions across a bunch of cards experience with OA bookkeeping for Amazon sellers in must please explain in detail your experience in this field. Please also have the first word of your proposal B potato so I know you read this otherwise we’ll ignore the proposal since there’s many ai

I’m preparing early for the 2025 financial year of my Amazon online-arbitrage business and want a professional who can handle both financial reporting and tax preparation from start to finish. Experience with Amazon oa booking a must please explain what experience you have with this and Make sure first word of your proposal is banna so I know you read this .

Saya membutuhkan bantuan untuk menyusun penawaran layanan yang dapat menarik perhatian calon klien di sektor keuangan. Tujuan utamanya jelas: mendapatkan klien baru. Yang saya harapkan: • Struktur penawaran yang profesional—dari pembuka yang kuat, pemaparan nilai tambah, hingga call-to-action yang meyakinkan. • Penjelasan layanan secara ringkas namun tetap memuat data atau studi kasus singkat yang relevan dengan industri keuangan. • Satu draf awal, satu kali revisi terarah, lalu versi final siap kirim (Word / PDF). Silakan gunakan gaya bahasa formal-persuasif, sertakan elemen visual sederhana bila perlu (misalnya tabel keuntungan atau timeline). Pengalaman menulis proposal atau sales copy untuk perusahaan keuangan menjadi nilai plus.

I am ready to place a sizable portfolio with a single, full-service investment house in the United States—one capable of consolidating wealth management, retirement planning, and tax optimization under one roof while comfortably handling large balances and complex banking needs. At its core I’m after straightforward, basic portfolio management that can still execute across growth, value, and income-focused strategies without forcing me to juggle multiple providers. In other words, I want the breadth of an institutional-grade shop delivered with the simplicity of a unified relationship. Your task is to help me identify (and, if possible, facilitate an introduction to) the most suitable U.S. firm(s) that meet these criteria. I will need: • A short-list of candidate firms ...

My global-macro hedge fund is ready for its next growth phase and I want to bring in fresh institutional capital. All core materials are in place—a detailed business plan, audited past-performance data, and a comprehensive risk-management framework—so you will not be starting from scratch. What I need now is a specialist who can turn those assets into a compelling institutional pitch, identify the right gatekeepers (pensions, endowments, sovereigns, funds of funds), and guide the entire outreach process until real allocation discussions are on the calendar. This may include refining the deck and PPM, structuring due-diligence data rooms, and leveraging your existing contacts to open doors. Success is measured by: • A polished, investor-ready presentation suite suit...

Quiero cerrar y dejar lista la contabilidad de mi LLC correspondiente al año fiscal 2025 para poder presentar las declaraciones de impuestos sin contratiempos. Situación actual • Tienda pequeña de Amazon con pocos movimientos • Todas las ventas provienen de Amazon USA. • No uso ningún software contable; mi antigua contadora llevaba todo a mano. • Dispongo de hojas de cálculo de ingresos, gastos y extractos bancarios “algo organizadas”. Lo que necesito 1. Revisar y depurar los registros existentes en Excel/Google Sheets. 2. Importar o migrar esos datos al sistema que recomiendes (QuickBooks Online, Xero, FreshBooks o equivalente). 3. Clasificar y reconciliar cada transacción: Amazon fees, devoluciones,...

AI Automation for Finance Analytics AI / Machine Learning DO NOT BID IF BIDDING FOR 40-HOUR WORK WEEK WE ARE LOOKING FOR A CONSULTANT / BUILDER / TUTOR TO WORK WITH OUR TEAM 3-10 HOURS A WEEK TO BUILD THE SYSTEM JONITLY DO NOT BID FOR LONGER THAN THOSE HOURS. DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal...

I need an expert to craft a comprehensive policy brief focusing on financial regulation, specifically securities regulations. Key Requirements: - In-depth analysis of current securities regulations - Recommendations for policy improvements - Evidence-based insights and data Ideal Skills: - Strong background in economics and financial regulation - Experience in policy writing - Proficient in research and data analysis

I run a telecommunications company and need help navigating the maze of taxes that apply to our industry. The immediate focus is telecommunications‐specific compliance: identifying every federal, state, and local obligation, making sure our surcharge calculations are correct, and preparing the filings so we never miss a deadline. What I would like from you: • A clear review of our current processes and invoices to pinpoint exposure or over-collection. • A step-by-step compliance roadmap that tells me which forms go where, when, and with what supporting data. • Practical advice on maintaining documentation in case of an audit, plus recommendations for any software or tools that will keep us organised. If you also have experience with broader telecom issues—r...

I need help keeping my company’s books in order here in Vietnam and I’d prefer to work with someone who can communicate comfortably in English. The work is strictly Bookkeeping and I follow a double-entry system, so you should already be confident with that method. You will take over the day-to-day recording of transactions, reconcile our bank statements, and prepare the regular management reports I rely on to make decisions. Everything must align with Vietnamese regulations while remaining clear to an English-speaking owner. If you are based in Vietnam, fluent in English, and experienced with double-entry bookkeeping, I’d love to hear how you would structure the workflow and your expected turnaround times.