Planificare financiară Jobs

I’m looking for investors for our Financial Company our minimum entry is stating US $2,000 and where you expect to get 2.25 %+ return per month atleast. Everything must speak directly to individual retail investors, reassuring them with clear numbers, straightforward language, and a modern, trustworthy aesthetic.

I’m looking to hand off time-consuming back-office work so I can focus on growth: keeping day-to-day expenses in check. you’ll reconcile the numbers, and return an at-a-glance budget snapshot. The reports can be customized—I often need to slice the data by project, client, and spending category, then compare it against forecasted budgets. please be comfortable generating reports without needing lengthy lead times. Kindly share a brief note highlighting the bookkeeping tools you’re most fluent in, examples of similar customizable reports you’ve produced, and your typical workflow for month-end closings. I’m happy to schedule a quick call to walk through the current chart of accounts and budget structure before we get started.

I need a professional presenter to deliver a presentation on our company's remaining payments schedule. Key Points to Cover: - Remaining payments schedule - Due dates, amounts, and payment methods

Saya mencari seorang ahli investasi yang dapat menjelaskan dengan jelas dan sederhana cara memulai investasi di reksa dana, khususnya reksa dana pasar uang, karena fokus utama saya adalah memperoleh pendapatan tetap dengan risiko serendah mungkin. Ruang lingkup yang saya butuhkan: • Penjelasan dasar—apa itu reksa dana pasar uang, bagaimana mekanisme kerjanya, dan perbedaannya dengan jenis reksa dana lain. • Langkah‐langkah praktis memilih produk: kriteria pemilihan Manajer Investasi, membaca fund fact sheet, dan menghitung biaya serta potensi imbal hasil. • Strategi alokasi dana untuk tujuan pendapatan tetap, termasuk simulasi sederhana agar saya memahami proyeksi keuntungan dan likuiditas. • Tips diversifikasi ringan dalam portofolio reksa dana pasar uang ...

I need a flexible, well-structured financial model built in Excel (or a comparable spreadsheet tool) that I can adapt as my plans evolve. The core objective is to translate my business assumptions into clear projections, stress-test different scenarios, and generate investor-ready outputs. Key expectations • A clean, modular architecture so I can easily tweak drivers such as pricing, volume, head-count, capex, and financing terms. • Automated summaries and charts that update instantly when inputs change, making it simple to spot the impact of any adjustment. • Transparent formulas, consistent formatting, and protective error checks so I can follow every calculation without hunting through hidden links. I will supply the high-level assumptions and any historical d...

I'm seeking an expert to create a short-term financial forecast for my healthcare business. The forecast should cover revenue, expenses, and cash flow. Key Requirements: - Short-term focus (1 year) - Detailed forecasting for revenue, expenses, and cash flow - Industry-specific insights for the healthcare sector Ideal Skills and Experience: - Proven experience in financial forecasting - Expertise in the healthcare industry - Strong analytical skills and attention to detail - Ability to deliver within budget and on time

I need a qualified chartered accountant to take full charge of my personal U.S. income tax return (Form 1040) for the current filing year. You’ll gather the information I supply—W-2s, 1099s, bank and brokerage statements—validate it, look for every legal deduction and credit, and prepare a complete, ready-to-file 1040 package. If you can e-file on my behalf, even better; otherwise a finalized PDF plus any required schedules will work. Accuracy and compliance with IRS guidelines are paramount. I welcome suggestions that could legally lower my liability this year and set me up for smoother filings in the future. A quick turnaround (within two weeks after I deliver my documents) is preferred, but let me know if you foresee timing issues. Deliverables: • Draft return f...

I need a comprehensive monthly end cash balance report. The report should include: - Cash Flow Statement - Balance Sheet Format: Excel Spreadsheet PowerBI dashboard Detail Level: Both summary and detailed breakdown Ideal Skills and Experience: - Proficiency in Excel - Strong accounting knowledge - Experience creating financial reports -PowerBi Dashboard visualization

I’m looking to hand off time-consuming back-office work so I can focus on growth: keeping day-to-day expenses in check. you’ll reconcile the numbers, and return an at-a-glance budget snapshot. The reports can be customized—I often need to slice the data by project, client, and spending category, then compare it against forecasted budgets. please be comfortable generating reports without needing lengthy lead times. Kindly share a brief note highlighting the bookkeeping tools you’re most fluent in, examples of similar customizable reports you’ve produced, and your typical workflow for month-end closings. I’m happy to schedule a quick call to walk through the current chart of accounts and budget structure before we get started.

I need a comprehensive monthly end cash balance report. The report should include: - Cash Flow Statement - Balance Sheet Format: Excel Spreadsheet PowerBI dashboard Detail Level: Both summary and detailed breakdown Ideal Skills and Experience: - Proficiency in Excel - Strong accounting knowledge - Experience creating financial reports -PowerBi Dashboard visualization

I’m looking for straightforward, practical guidance to get my finances under control—budgeting is the single focus here. I’ll provide my current income streams, recurring expenses, and any irregular costs; from there, I’d like you to analyze the numbers, spot quick wins, and design a sustainable monthly budget I can actually stick to. What I expect from you: • A clear breakdown of my cash-flow showing where the money currently goes and where it should go instead. • A simple, user-friendly Excel spreadsheet that includes categories for income, expenses, and savings with auto-calculations to reconcile totals and flag overspending. • Practical recommendations for trimming costs and reallocating funds toward saving, basic investing, or debt payoff&mda...

I need a freelance Chartered Accountant (CA) to verify a company.

My company needs a partner who can take full ownership of the back-office finance function. Each month I will supply bank, credit-card and sales feeds; you will: • keep the books up to date in QuickBooks Online or Xero, • reconcile every cash, revenue and expense account, and • issue a concise management pack—P&L, balance sheet and cash-flow—within seven days of period close. At year-end, you will prepare and e-file all federal and state returns, making sure every allowable deduction is captured and no deadline is missed. I also want proactive financial-risk management. Once a quarter we will review liquidity ratios, covenant exposure and market trends, so experience with scenario modelling, sensitivity analysis and clear advisory writing is essential....

I’m ready to take decisive action on my credit profile and I need an experienced specialist who knows the FCRA inside-out to guide the process from start to finish. The immediate priorities are the removal of collections and charge-offs while aggressively disputing every piece of inaccurate data that’s holding my score back. Beyond those core tasks, I also want help adding strong, compliant tradelines and a bit of one-to-one credit counseling so I understand how to keep the file clean once the negatives are gone. The ultimate goal is simple: a measurable, sustainable boost to my credit score. To keep us aligned, here’s what I’ll be looking for as concrete milestones: • Successful deletion of listed collections and charge-offs from all three bureaus &b...

Je cherche un professionnel du conseil financier capable de m’aider à augmenter mon épargne. Contrairement à un développement d’application ou à un service juridique, mon besoin est purement financier : je veux analyser ma situation actuelle, identifier les bons leviers d’économie et mettre en place une stratégie claire pour mettre de l’argent de côté de façon régulière. Concrètement, j’attends : • Un diagnostic complet de mes revenus, dépenses et habitudes de consommation. • Un plan d’action détaillé pour optimiser mon budget, avec des paliers d’épargne mensuels réalistes. • Des recommandations simples ...

I am looking for a highly experienced and knowledgeable Chartered Accountant (CA) based in India to assist me in filing my Income Tax Return before the 31st July deadline. The primary goal is to maximize my tax refund legally and efficiently while ensuring full compliance with the latest Indian tax regulations. Requirements: Must have strong knowledge of Indian Income Tax laws and recent updates Proven experience in maximizing tax refunds for salaried professionals Ability to identify all possible deductions, exemptions, and tax-saving opportunities Ensure accurate and timely filing of ITR Clear communication and transparency in approach Engagement & Incentive: This will be a performance-based engagement If the refund achieved is more than ₹1,00,000, I will pay 10% of the refund a...

Freelance Insurance Advisor | Work From Home | Flexible Timing Company: ICICI Prudential Life Insurance Job Type: Freelance / Commission-Based Experience: Freshers & Experienced Both Can Apply Location: Pan India (Work From Home Available) Job Description ICICI Prudential Life Insurance apni advisor team ko expand kar raha hai. Agar aap part-time ya full-time income earn karna chahte hain aur apna career financial services industry me banana chahte hain, to ye opportunity aapke liye hai. Insurance Advisor ke roop me aap clients ko unki financial needs ke hisaab se Life Insurance, Savings, Investment aur Protection Plans ke baare me guide karenge. Responsibilities - Potential clients se connect karna. - Client ki financial needs ko samajhna. - Suitable insurance plans suggest karn...

Selengkapnya: Apa jenis pendapatan tetap yang Anda inginkan? Gaji bulanan Apakah gaji bulanan ini untuk diri sendiri atau untuk orang lain? Untuk diri sendiri Apakah sumber gaji bulanan ini berasal dari pekerjaan tetap atau pekerjaan freelance? Pekerjaan freelance

Everyone in high school anticipates the last day of their senior year. The day when high school is over and “real life” begins. I felt this day was the day I could be on my own. Get a full time job to support myself. Have no one telling me what to do or how to live. I could finally control my won life. Then it hit me. I can’t live a comfortable life without a college education. The first thing I did after graduation was to go out and find a real job. I was sick of school and I just wanted to start a career I could hold until I retired. I got a job at a local car dealership, Toyota of Redlands, as a technician. My job included changing oil, rotating tires and any other maintenance related duties. I thought it would be a good start and I could work my way up through the ra...

I’m opening a limited window for a few small-ticket investors to join my startup’s initial funding round. The product is already in motion and the concept has been validated; however, to protect confidential details I’ll share the full deck, projections, and demo privately once we start a chat and, if you prefer, after a short NDA. The funding structure is flexible. Whether you lean toward straight equity, a revenue-share model, or a convertible note, I’m ready to outline options that balance risk and upside. In return for your capital, you’ll receive: • A clear, milestone-based breakdown of how each tranche will be used • Regular progress reports and transparent financial updates • Direct input on strategic decisions as we scale If you...

Estimados señores, Me pongo en contacto con ustedes para solicitar información detallada sobre sus servicios de asesoramiento contable, fiscal, mercantil y de cumplimiento normativo para una nueva sociedad que tengo previsto constituir próximamente. La actividad de la sociedad estará vinculada a servicios profesionales de consultoría, executive search y asesoramiento en talento directivo, con clientes nacionales e internacionales. Por este motivo, estoy interesado en contar con una gestoría o despacho que pueda acompañarme tanto en la fase de constitución como en la gestión recurrente de la sociedad una vez esté operativa. En concreto, agradecería que me indicaran si pueden prestar apoyo en las siguientes &aacu...

Saya sedang menyiapkan dokumen proposal pendanaan yang ditujukan kepada beberapa perusahaan tertentu yang sudah saya identifikasi. Target akhirnya adalah memperoleh komitmen investasi bagi inisiatif saya, sekaligus membuka jalur komunikasi jangka panjang dengan pihak perusahaan tersebut. Lingkup pekerjaan yang saya butuhkan mencakup: • Menyusun proposal proyek yang terperinci—meliputi latar belakang, analisis kebutuhan pasar, rencana operasional, proyeksi keuangan, dan strategi exit investor. • Merumuskan argumen nilai (value proposition) yang selaras dengan minat serta portofolio perusahaan target. • Menciptakan struktur presentasi ringkas (pitch deck) untuk mendampingi proposal tertulis. • Menyusun strategi awal membangun relasi, termasuk poin kontak, n...