I need someone who has higher knowledge and experience of M&A +knowledge of preparing pitchbooks. To do: Review my work and edit it. Complete view things. Present my work like a professional. The time period: 1 week
Acquire new clients for our Wealth Management business. Shall be responsible for acquiring new clients whom we shall be advising on their Investments into Stocks, Mutual Funds and other Asset Classes
Look for someone with experience making a professional Pitchbook to buy or sell a company. I would like him to review my work, amend it and put it into a professional Pitchbook template within a couple of days.
We are evaluating Data Rails FP&A software and have a 6 week trial. The project is to set up a robust reporting package using Data Rails s/w and finalise if this meets our requirements. The freelancer will work with the finance team to setup the package and hand over the project to the team at the end of 4 weeks.