Design financial planning jobs

I'm in need of a professional software engineer who can craft a sophisticated travel organizer for us. The project will consist of both a frontend and backend portion. Key Features: - Trip Planning: It's crucial for the software to include a robust trip planning feature that enables users to schedule and organize their travel plans efficiently. - Expense Management: Implementing a reliable and user-friendly expense management system is an essential aspect of the project. The ideal candidate should have a strong background in software engineering, particularly in Angular for the frontend and .net for the backend. Previous experience in developing similar projects, especially in the travel industry, will be a huge advantage. It's also important for the freela...

I'm in need of a skilled developer with expertise in Yii framework to add new functionality to our existing system that serves a financial services purpose. The successful candidate will be responsible for implementing the following features: - Add menu new menu items using the language file - Bank statement mapping - Bank statement import - Bank statement transaction allocation A full specification is available for the selected candidate. Ideal skills and experience for this job include: - Proficiency in Yii framework - Strong PHP skills I look forward to your proposal for this project.

...media in both the native language and English. - Significant news in the last 10 years, eg, Merger & acquisition, New business/project announcement / new joint-venture - Changes in organization structure, including changes of shareholders, board of directors, key executives, etc. - Major announcements on the company as well as related companies (eg. secured new projects, incurred substantial financial losses, etc.) - Significant news on the subject company as well as related companies e.g subsidiaries, branch offices, associated companies, joint ventures, etc. - Any litigation and bribery information English. SUBJECT: 2 individuals, 4 companies SKILLSETS: - Experienced in Internet research - Strong in both local and English language proficiency DELIVERY ELEMENTS: - All rel...

I'm seeking a skilled entry-level Investment Banking Analyst to assist with a range of tasks within the Financial Services sector. Key Responsibilities: - Conducting comprehensive financial modeling - Carrying out company valuations - Performing in-depth market research Experience: - Ideal candidate should have a strong academic background in finance, economics or related field - Ability to use financial models and valuation methods is crucial - Prior experience in the financial services sector would be an advantage Skills: - Proficiency in Excel and financial modeling software - Strong analytical and problem-solving skills - Excellent research and report-writing capabilities If you're a finance graduate with a knack for numbers and a pass...

...interior design for my medium-sized living room (DIWANIYA) Key Requirements: - Visualizing the Design Concept: I need the designer to bring the traditional style to life, incorporating all the key elements that define this aesthetic. - Presenting to Clients for Approval: The design will be shown to clients for their approval, so it must be detailed and realistic. - Planning Furniture Layout: I'm looking for a designer who has an eye for space utilization and can recommend the best furniture layout for my living room and kitchen. Ideal Skills and Experience: - Proficiency in 3D Max: The designer must be experienced in 3D Max and able to demonstrate a strong portfolio of traditional interior design work. - Strong Understanding of Traditional De...

...square feet dental clinic. This project includes: - **Design Visualization**: The 3D floor plan should provide a clear and realistic visualization of the clinic's layout. This is essential for me to understand how the space will flow and function in reality. - **Space Optimization**: Efficient use of space is a priority. The design should ensure that all areas are utilized effectively, ensuring that there is sufficient space for both patients and staff to move around comfortably. - **Furniture Placement**: To ensure the clinic is functional, the design should include the placement of dental chairs, cabinets, waiting area, and other necessary equipment. The ideal freelancer for this project should have a strong background in interior design, particular...

I'm seeking a talented designer to help me transform the first floor of my old home into a modern space. The current layout consists of separate rooms,...modern aesthetic. Key Points: - Current layout: Separate rooms - Desired style: Modern - Key areas: Primarily for living, dining, and entertainment Key Skills: - Proven experience with modern design - Experience in home interior design, particularly within older properties - Excellent space planning and layout skills - Ability to balance practicality with aesthetic appeal - Understanding of how to create a cohesive and functional living, dining, and entertainment area within a single space Candidates with a portfolio showcasing similar projects and a clear vision for how to execute on this design withi...

I'm in need of a skilled electrical engineer to help me set up a radio-based surveillance system in my property. - I have yet to decide whether the system will be placed indoors, ...outdoors or both so your prior experience in both environments is desirable. - The project does not have a predetermined number of areas or rooms that need covering, so I'm looking for someone who can help me plan and implement the system in the most efficient and effective way. Ideal candidate should have experience in: - Design and installation of surveillance systems, particularly radio-based systems. - Ability to work with both indoor and outdoor security setups. - Planning and executing a system across multiple areas. Your insights and recommendations regarding the best way to...

I am aiming to significantly increase the productivity of an existing employee wellness p...enhance the efficiency and value of the wellness scheme - To improve employee engagement and participation - To create a more robust and inclusive wellness culture WHAT I NEED: Expert freelancers who can bring creative solutions to the table. You should have: - Experience in conceptualizing, developing, and improving employee wellness programs - Proven skills in health and fitness program planning and execution - Strong understanding of strategies to drive productivity and engagement - Ability to work in a collaborative atmosphere. Your contributions will be instrumental in helping us raise the bar for employee well-being in our workplace. It's challenging, but its impact will b...

...another vital aspect of the ERP. The system should be able to manage customer interactions, track leads, and facilitate marketing and sales processes. - Financial Management: While not the primary focus, financial management features should be integrated into the system to enable invoicing, budget tracking, and financial reporting. I'm also looking for the ERP system to be accessible on both web and mobile platforms. The system should be responsive and easy to use on various screen sizes and devices. The ideal candidate should have experience in developing cross-platform applications and possess a good understanding of user experience design for web and mobile. If you have relevant experience in ERP development and are confident in your ability to del...

I am looking to create an Excel tool that will streamline our disbursement process. The tool needs to handle data entry automation, calculation of disbursement amounts, and generation of disbursement reports. Key Features: - Data Entry Automation: This will help us input information quickly and without errors. The tool should automat...relatively high-volume transactions. Especially the discrimination of "for invoicing", "forecasted" and work done due" is crucial in a ratio as actual budget available is less than the required budget to satisfy above at 100%. Given that no integration with external systems is needed, a strong background in Excel automation and data processing is essential. Experience with creating similar tools for financial or administrat...

...aimed at increasing my brand awareness. This campaign will be targeting my existing 1000-5000 email subscribers. I have a template that can be used. I will need help with content. We are currently using Mailchimp. The message should be brief, to the point and engaging. I would like to be able to send out consistent content without it being overwhelming. Key aspects of the project include: - Planning: Strategizing the content & layout of the emails with emphasis on brand messaging and awareness. - Execution: Regularly sending out emails on a weekly basis, to ensure consistent and sustained awareness. - Monitoring: Tracking metrics and analyzing the success of the campaign. The ideal candidate for this project is someone with: - Significant experience in email marketin...

...videos. - The content needs to be accessible and engaging to a diverse audience. - The writer should be able to simplify complex financial concepts for beginners while also providing valuable insights for experienced traders. - A passion for finance and a proven track record of creating engaging, shareable content in the field is highly desirable. Ideal Skills & Experience: - Proven experience in writing finance and stock market content. - Ability to cater to a diverse audience. - Proficiency in creating blog articles, infographics, and videos. - Strong understanding of personal finance and stock market analysis. - Prior experience in simplifying complex financial concepts for beginners would be a bonus. If you have a knack for creating engaging, informative conten...

...development, particularly for public transportation. The goal is to create a user-friendly mobile application that can be easily accessed on both iOS and Android. Key Role: - Design the app primarily focused on route planning. Your expertise in this area is crucial to ensure the app serves its core function effectively. - Incorporate basic user profiles into the app. The aim is to provide a personalized experience to our users without making the account creation process overly complex. Ideal Skills: - Experience designing mobile apps for both iOS and Android platforms. - Proven track record in developing user-friendly route planning features. - Background in creating seamless user profile systems. If you possess these skills and are excited about the opportunity ...

I'm in need of a proficiency in graphic design to create a compact, yet visually engaging web banner for my collection agency. Let's accentuate our online identity and capture website visitors' attention. Required elements: - Incorporates our company's Contact Info. - Utilize a refreshing green and yellow color scheme. Ideal Skills: - Demonstrative background in graphic design. - Knowledge on making web banners stand out. - High appreciation for detail, and can effectively incorporate information without comprising the visual appeal. - Previous experience with financial or similar industry would be beneficial. In your bid, kindly provide a brief explanation of your strategy to approach this task and a collection of your similar, past work. I'...

...architecture to assist with a new construction project in NM. Key Tasks: - Structural Design: You'll need to create a robust structural design that not only ensures the safety of the building but also meets industry standards. - Permitting & Code Compliance: In-depth knowledge of local regulations and codes is crucial for this project. You'll be responsible for ensuring that the construction adheres to all necessary requirements. - Architectural Design: Although the specific type of design was not specified, experience with commercial projects is highly preferred. Skills & Experience: - Proven experience in civil engineering, with a strong focus on commercial projects. - Comprehensive knowledge of architectural design and princip...

I need a detailed analysis of my YouTube channel, particularly focusing o...more consistent growth with older videos while newer one seem to be stagnant ,so a routine examination of these aspects would be essential. The main objectives of this project are: - Enhancing video engagement: Identifying elements that drive viewers to interact more with the content. - Optimizing content strategy: Analyzing which type of content attracts more viewers and subscribers, and planning a content strategy accordingly. The ideal freelancer for this job would have previous experience in digital marketing, particularly with a focus on YouTube channel optimization. Skills like data analysis, trend spotting, and the ability to create actionable strategies from the obtained data would be highly b...

I need a letter written to my ex-girlfriend addressing some unauthorized transactions, and demanding reimbursement. The letter should be firm in tone, clearly explaining the situation and the expectation for reimbursement. Key elements include: - A clear and concise explan...include: - A clear and concise explanation of the unauthorized transactions. - A firmly-worded demand for reimbursement. - Professional language and tone throughout. Ideal skills for this job include: - Strong writing skills, particularly in the realm of demand letters or similar formal communication. - Ability to draft professional and persuasive correspondence. - Understanding of legal or financial terminology, particularly in relation to unauthorized transactions. Please provide samples of similar work if...

...this, ensuring the app's distinctive features are conveyed compellingly. - App icon and screenshot optimization: A visually appealing icon and informative screenshots are what first attract users. I'm seeking someone who can enhance these elements to sway potential users to install my app. - Meta Ad Planning and Strategy: With a keen understanding of meta ads, I'd appreciate help in strategizing and implementing effective meta ads to increase my app's reach. - Google SEO and Ad Spend Planning and Tracking: It's crucial to keep my app's SEO on par on Google. I need someone to plan the right amount of ad spend, track the results, and adjust as needed for efficient marketing. Ideally, freelancers applying should have significant experience i...

I am in need of a highly proficient technical support team with exp...full-time shifts (8 hours, 5 days per week) and the reactive support covering the remaining two days for customer support calls. Capable of answering support calls in under 1 minute, providing technically competent assistance. Able to work independently and show initiative in problem-solving. Will receive full training in our systems and processes. Responsible for managing the team, succession planning, and ensuring staff availability during shifts. How It Works: Support calls are to be answered promptly, and staff will be technically competent to handle queries efficiently. Full training will be provided for the successful team to ensure proficiency in all aspects of the role. Monthly project spend ar...

I'm in need of a seasoned tax expert who can help me navigate and manage my and my wife's personal tax filings in both the United Kingdom and Australia. The ideal candidate will have a deep understanding of the tax legislations in both ...unique tax situations like investment and foreign income - Managing tax implications of property sales and RSU transactions It's crucial that the professional I choose is not only knowledgeable about the tax laws in the UK and Australia but also experienced in personal tax filing and can tackle these specific situations with precision. Great attention to detail and a proactive approach to tax planning will be highly valued. Your assistance will help me ensure compliance with all relevant tax laws and make the most of any potential ...

We are seeking talented designers to create an innovative and user-friendly web application for IT recruitment that connects candidates with companies. This platform should streamline the recruitment process, support detailed profile management, and facilitate secure job placements and agreements. Design Requirements 1. User Management - Designs for separate registration and login processes for candidates and companies. - Interfaces for user roles and permissions, including an admin panel. - Layouts supporting multi-factor authentication and candidate verification processes. 2. Profile and Agreement Management - Clean designs for candidate and company profile pages that include personal, educational, and professional details. - Interfaces for uploading and managing digital docume...

...market indices, and substantial factors playing roles in the efficiency. • Investigate technical analysis impact Leaning on your experience in financial research, dig deep into how technical analysis affects the efficiency of the stock market. • Compare differing market indices Similarly, gauge the efficiency of different stock market indices, exploring their individual strengths and challenges. • Identify efficiency-affecting factors Lastly, determine and analyze the factors that directly impact the efficiency of the stock market. Data for this project should be drawn from the: • Examination of historical stock market data • Analysis of financial statements from various companies • Review of relevant academic research papers At the cl...

...duration. - Separate Dashboards: Intuitive and distinct interfaces for lenders and borrowers to navigate postings and offers accordingly. This project demands a developer with a strong background in WordPress and plugin development. Ideal candidates should have experience creating plugins with similar functionalities. They must understand the crucial aspects of user engagement and UX design. Knowledge of financial systems would be a distinct advantage. The process goes like this: 1. A jotform is being filled up with the loan request information 2. All loans are added to a searchable data base on the site that allows lenders to login, and choose a loan that they like to send a bid on. When the lender choose a loan, they are going to enter their loan offer Loan to Value, P...

analyze and evaluate the financial implications of different asset classes

...environment. Here's what I'm looking for in a freelancer to bring this vision to life: - A skilled interior designer with experience in autocad planning, sketchup and vray 3d design, 3d rendors , photoshop rendors, minimalist and ergonomic workspace layouts, who can incorporate light color schemes and natural elements, etc - A technology consultant who can implement a robust digital infrastructure, including high-speed internet, smart devices, and software subscriptions. - An acoustic engineer to ensure a variety of sound-managed areas for different working styles, from quiet zones to collaborative and networking spaces. - A business strategist to help design flexible membership plans and community engagement programs that foster a sense of ownership. - A...

I am looking to secure a Special Purpose Vehicle (SPV) agreement for the long-term rights to lease beachfront land in Greece. The SPV holds a license and rights to build...resort will consist of 110 small (12sqm) and 22 larger (30sqm) bungalows. - Facilities & Amenities: A restaurant, water sports facilities, a spa and a fitness center. Ideal Experience and Skills: - Legal expertise in Greece and fluently writing Greek legal agreements. - Knowledge of property law in Greece - Experience with SPV agreements - Hospitality industry experience, particularly in resort planning and development - Understanding of the local resort market and infrastructure requirements. Your proposal should detail your expertise in these areas and propose a strategy for securing the land and developi...

I am seeking a qualified, creative designer to create a simple yet ingeniously crafted black text logo for my financial gold trade company. I prefer text only, no symbols, icons, or images. I aim for a modern feel, though the style wasn't specifically chosen. Delivering a tastefully appealing, discerning design within the shortest time possible is essential. Ideal Skills: - Mastery in typography - Experience in modern text logo design. - Understanding of the finance niche, particularly gold trade. - Ability to deliver fast, without compromising quality. The name of the logo you fin in the attached file

I'm in the process of launching AdvisorCRM, a new CRM software company for financial advisors. I'm looking for a bold and colorful logo that communicates our principles and ethos. • Style Preference: Although AdvisorCRM leans towards technology solutions, I want our logo to be colorful, vibrant, and minimalist/modern. • Logo Elements: A representative icon must be included in the design. This could be anything that signifies customer relations, technology, or service. Designers are encouraged to think outside the box. Color Scheme leaning towards bold orange, but open to other ideas. Good Luck, Leibel

...customer satisfaction by providing problem-solving resources. Maximizes customer operational performance by providing help desk resources and technical advice. Accomplishes customer service human resource objectives by recruiting, selecting, training, and coaching employees. Manages customer service staff, communicates job expectations, and performs appraisals and job reviews. Meets customer service financial objectives by forecasting requirements, prepares annual budgets, and schedules expenditures. Improves customer service quality results by conducting surveys and studying, evaluating, and re-designing processes and establishing and communicating service metrics and monitoring and analyzing results. Implements production, productivity, quality, and customer-service standards. ...

I'm in need of telesales professionals who can exclusively target businesses for my campaign. The ...will be given the opportunity to carry out appointments, driving sales. Experience in these domains would be highly beneficial. Looking for individuals who are driven by results and understand learning and your own development are key to increasing results. Working hours between 8.45am to 8.45pm - Weekdays - Minimum 4 hours per day. Performance related, uncapped commission however there is a financial guarantee during the 1st two months. If you have a team we are happy to discus the opportunity for you to run your team within our company. Please send a voice note introducing yourself, highlighting the hours you are available to work, earning aspirations and relevant experien...

...farmhouse project. I want the design to reflect a traditional rustic style, while also ensuring that it is suitable for residential living. Key Features: - Stone Fireplace: One of the main focal points of the design should be the stone fireplace. - Large windows. - Exposed Wooden Beams: The exposed wooden beams should be incorporated into the design in a way that complements the rustic theme. They should add character to the space without overwhelming it. Ideal Skills: - Extensive experience in architectural design - Proficiency in creating traditional rustic designs - Strong understanding of space planning and layout - Creative flair and attention to detail This project requires someone who can balance both the traditional and the functional aspe...

We are seeking a skilled developer with experience in web app development, especially in the financial sector. Key Features: 1. User registration and login using Aadhar 2. Integration of third-party APIs for data 3. Bank authorization payment system 4. Secure data storage 5. User metrics and tracking system with API 6. Possible integration of a loan application and approval module in the future Ideal Skills and Experience: 1. Previous experience in similar web-based applications, particularly in the financial sector. 2. Proficiency in relevant programming languages and frameworks, with a preference for JavaScript 3. Strong understanding of user experience and interface design. If you have the skills and experience to develop this application, we want to hear from yo...

My company's domain reputation is currently in poor standing. Despite this, we're planning to send a high volume of emails (approximately 5,000,000 per month) as part of a warming-up process. We are using a platform called EmailOctopus. Key Requirements: - Assistance in reviving the domain's reputation from its current 'Poor' status. - Developing a strategic plan to send 5,000,000 emails per month without compromising the domain's reputation. - Expertise in email marketing, with a specific understanding of domain warming-up processes. Ideal Skills: - Proven track record of reviving domain reputations. - Proficiency in developing and implementing high-volume email sending strategies. - Strong understanding of alternative email platforms and their impa...

...11:30 am Eastern Time. Please read to the end and view the attachments, plans are already developed I just need someone to help present them. Requirements: - I'm only looking for someone to present the current site plan, not make any changes to it, but be able to help me field questions from the city and move forward on my own from there - The ideal candidate should have experience in urban planning and construction, particularly in dealing with city councils and presenting site plans for approval. Please note: - The presentation needs to be clear, concise and should highlight all the important aspects of the proposed site plan. - You should be available for the entire presentation time and be able to handle last-minute changes or questions from the council. -Attached ar...

I WILL DELETE YOUR BID IF YOU DO MOT TEAD I need to automate a process for onboarding a financial session. It should be web-based to keep the cost down. Currently I ask them to break down some of their finances manually. I want to make an interactive interface that asks them questions (to name expenses and add up the amount) with the aim of generating a report consisting of 4 sections: Housing Transportation Food Essentials It should start by asking consent to share this information with me to analyze it. I would also like: name, email age, then how much money they make and whether they make it biweekly, annually or monthly. (This needs to be translated to a monthly figure) Each section will ask questions about the kinds of expenses relevant to them. They can select the...

Seeking an experienced and organized professional to manage the product aspects of various corporate events, ranging from workshops to conferences and seminars. Your role will involve meticulous event planning in a business context, for continuous client appreciation events. This job is not for those who are solely social media professionals. Please do not apply. Ideal Skills: - Proven experience in corporate event management - Exceptional organizational abilities - Strong coordination skills - Expertise in managing workshops, conferences, and seminars - Ability to manage and plan events effectively This position demands a professional who is accustomed to the fast-paced and multitasking environment of corporate event management. If you have the requisite skills and experience,...

I'm in need of a reliable and experienced web developer to ...reliable and experienced web developer to create a robust property management site for my company. The website will primarily serve as a platform for managing owner buildings, so applicants with a background in real estate. It should have certain key features including: - Tenant Screening, Rent Collection, Property Maintenance and Repairs, Financial Reporting, Lease Enforcement, Emergency Response, Legal Compliance, Tenant Relations, Vacancy Management, Financial Management, Legal Support, Technology Solutions & Asset Management. Freelancers with a solid understanding of these elements, and a track-record of delivering effective solutions, are highly encouraged to bid. Your expertise will be critical ...

I'm seeking a savvy tax specialist to aid in personal tax planning with a primary focus on minimizing my tax liability. This service will be needed bi-annually. You should ideally have a strong background in tax law, be adept at identifying and strategically leveraging tax benefits and have a proven track record in effectively reducing clients' tax liability. This long-term project will require: - Extensive knowledge of personal tax planning - Proven experience in decreasing tax debts - Efficiency and accuracy in record-keeping A successful collaboration could lead to an ongoing professional relationship.

NOTE: AUTO GENERATED APPLICATIONS WILL BE DELETED! Looking for someone well experienced in pitch decks to help us create a sponsorship proposal. I am searching for someone that can help me create a...help me create a Sponsorship Pitch Deck for an event that I have in New York City. We are targeting sponsorships from:
 -Liquor brands -Restaurant (food) Chains and Local Restaurants -Speaker companies The event is an outdoor party. The crowd is made up of around 100-150 young black professionals, socialites, influencers, & content creators. All are between 25-40 years old. If we can secure financial sponsorships that is great. If not, then in-kind sponsorships/product donations are okay. You must understand what brands want to see & what information to highlight to peak...

...specialist to help me create a comprehensive Transportation Management System (TMS) for my Freight Brokerage business. The TMS should have the following functionalities: - Load Management: Ability to manage and track the transportation of goods effectively. - Carrier Management: A system to efficiently manage carriers and streamline the process of assigning them to loads. - Financial Management: An integrated financial module to track costs and profits associated with shipments and carriers. User-Friendly Interface: I am looking for a system that is user-friendly and easy to navigate. This is particularly important for my team to quickly adapt and use the system effectively. Real-Time Shipment Tracking: Having the ability to provide real-time tracking for shipme...

I'm in need of an expert React developer to create a sophisticated water re...aiding in data-driven decision making. - **Automatic Irrigation System Control**: To ensure judicious water utilization, the site should feature sensor-based irrigation control. This entails automatic adjustment of irrigation schedules based on water levels detected by sensors. - **Weather Forecast Integration**: Integrate the site with a reliable weather forecast source. This will aid in planning and adjusting irrigation schedules considering the projected weather conditions. The ideal freelancer should possess solid React development skills and have previous experience working with IoT or smart agriculture technology. Familiarity with sensor-based systems and data visualization will be a si...

...aspects of this project include: - **Main Feature:** The most crucial aspect of this accounting web application is its financial reporting capabilities. The financial data will be taken from Excel and XML. There will be financial reports (P&L, Balance Sheet, Cash Flow) and graphs to show the financial status. - **Technology Stack:** I require the project to be developed using Python/Java as the primary programming language. - **Database:** The application should be built using MongoDB for its databases. Ideal candidates should have: - Proficiency in Python/Java and MongoDB. - Experience in developing accounting or financial applications that include graphs for financial reports. - A solid understanding of front-end technologies for a ful...

Preparing the Financial Statement for 2023

I need a proficient PHP developer to custom-build an Enterprise Resource Planning (ERP) software. This software should ideally include functionalities that cover the entire operation of a business: - Inventory Management - Accounting system - Human Resource Management - CRM - Project Management - Scrum This ERP system needs to be scalable, supporting an unlimited number of users. It is important that it can accommodate business growth without necessitating major system changes or upgrades. I'm looking for a professional with experience in building ERP systems, a strong understanding of business processes, and proficiency in PHP. Given the urgency of this project, I require someone who can deliver quality work promptly. As such, the ability to meet strict deadlines without c...

I'm seeking an experienced 3D Designer to conceptualise an industrial style interior for a large office space that's over 1000 sq ft. - The project will require innovative space planning to accommodate an industrial aesthetic within this sizeable workspace. - Suitable for a designer competent in 3D modeling of industrial environments. - Prior experience in large-scale office design would be beneficial. Skills: * Proficiency in 3D modeling software * Strong aesthetic sense in industrial-style interior design * Experience in office space planning.

I'm seeking a specialist with expertise in detailed financial data entry. You'll be tasked with entering intricate numbers and figures for our financial reports. Skills and Experience Required: - Proficient in Microsoft Excel. - Experience with financial report data entry. - Detail-oriented with ability to handle complex numerical data. Main Tasks: - Inputting detailed financial data into our Excel-based financial reports. - Ensuring accuracy of data. - Completing tasks within given deadlines. Please share relevant previous experience and examples of your work when bidding.

I'm...tasks: - Accounts Payable: Tracking and managing all outgoing payments in a clear and organized manner. - Accounts Receivable: Overseeing and monitoring all incoming payments, ensuring timeliness and accuracy. - Bank Reconciliation: Regularly reconciling bank statements with our financial records to ensure accuracy. You don't necessarily need to be an expert in accounting software, but you should be fluent in Excel. This project doesn't involve learning new software, but rather meticulously managing and organizing financial data in Excel. I prefer to receive updates and reports via email, so clear and concise communication skills are a must. Experience in bookkeeping or a related field is highly desirable. Please let me know about your relevant experi...

I need an Excel expert to help me document my financial data in a specific text-based format. Key Requirements: - Organizing and documenting financial data in Excel - Following a specific text-based format provided by me Ideal Skills and Experience: - Proven experience in working with financial data - Proficiency in Excel, including advanced functions for data organization - Excellent attention to detail and ability to follow specific instructions accurately and efficiently.

... • Services -> Financial Planning -> Financial Planning o • Services -> Financial Planning -> Retirement Planning o • Services -> Financial Planning -> Estate Planning o • Services -> Financial Planning -> Multi-Generational Planning o • Services -> Financial Planning -> Charitable Planning o • Services -> Investment Management -> Investment