Financial representative vs financial advisor jobs
As a property management business, we aim to attract new clientele through our new website. It should highlight the following services we offer: - Property Maintenance - Rental Management - Financial Management We specialize in residential properties, so the website should mainly cater to this market. The ideal freelancer for this job would have solid experience in web development and an understanding of real estate or property management. Not only do we need a visually compelling website but also functionality that effectively communicates our services to potential clients. Attention to detail, an eye for design, and understanding of SEO principles are also vital for this project.
I'm seeking a professional business plan writer to assist me in creating a comprehensive business plan for my service-based business. Key Objectives: - Secure Funding: The business plan should be detailed, well-researched, and clearly demonstrate the financial viability and growth potential of my business. - Strategic Planning: I require a roadmap for my service-based business with clear strategic objectives, market analysis, and competitive landscape. - Operational Guidelines: The plan should also detail operational procedures, staffing requirements, and technology needs. The Nature of My Business Idea: - Service-Based: My business is primarily service-based, catering to both businesses (B2B) and consumers (B2C). Therefore, the plan should be structured to appeal to a wide r...
I am Building AWX Server on AWS EC2 Here is the method I am using: So far, I have: I have already Created an EC2 instance for this server. Cloned the AWX Repo, I have completed all installations ...I am using: So far, I have: I have already Created an EC2 instance for this server. Cloned the AWX Repo, I have completed all installations required (installed Docker, Docker-Compose, I have used pipx to install the Ansible package) I need help with the rest of the instructions from that link. I am building this server in VS Code Ideal skills for the job include strong understanding of AWS, proficiency in AWX tasks and familiarity with Ubuntu server.
I'm seeking a specialized salesperson and lead-generating individual to boost our customer base in the Gardening and Irrigation industry. - **Target Industries**: The primary focus will be on Gardening and Irrigation. - **Services Offered**: We offer a range of services including Garden design and installation, Sprinkler system installation, and Plant maintenance and care. - **Project Goals**: The main objective of this project is to Beautify outdoor spaces, Improve water efficiency, and Increase plant health and growth. The ideal candidate for this role should have prior experience in the Gardening and Irrigation industry. They should also have a proven track record in sales and lead generation, particularly within these industries. A strong understanding of the benefits of Garde...
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...helping readers to better manage their finances. - Strategies for saving money: The blog post should also outline various strategies families can use to save more effectively. This can range from cutting back on non-essential spending to setting up automatic savings plans. - Investment options for long-term financial planning: As the main topic is investing in stocks, the blog post should provide a comprehensive overview of different investment options available for long-term financial planning. This should include a discussion on the potential risks and rewards associated with each option. In addition to being well-versed in the field of finance and investment, the ideal candidate should have excellent writing skills and the ability to tailor content to a specific targ...
...data (let alone quality data) to support effective decision making, particularly in developing economies. As a Site Verifier, you will be responsible for verifying a company’s existence through visual data by conducting a site visit to ensure that we provide reliable and accurate information to our client. JOB DESCRIPTION: • Conduct basic verification with the subject company’s authorized representative, such as line of business, key executives' name, etc. • Take pictures of the subject company and its vicinity, as per Confirmis’ standard operating guidelines. • Provide observation about the company to gauge activeness, e.g., staff working at the premise, loading/unloading of goods, etc. REQUIREMENTS: • Must be living in (or near...
I am in need of an accountant who can help with tax preparation for my small business. Key Requirements: - Expertise in tax preparation for both businesses and individuals - Experience working with small businesses (1-10 employees) - Strong knowledge of tax codes and regulations Ideal Skills: - Proficient in financial software - Strong analytical and problem-solving skills - Excellent attention to detail and accuracy - Good communication and interpersonal skills - Ability to meet deadlines Please provide a brief overview of your relevant experience and approach to tax preparation.
...an expert app developer who can create an Android and iOS app, including a web page, for finance management. The main functionality of the apps and web page will cover common finance-related features. While applicants' skills and experience in developing finance apps are highly desirable, I am open to experienced mobile and web developers who can demonstrate innovative thinking. Access to financial information on the applications should be via login with username and password. Advantage will be given to developers who can also provide a secure, user-friendly login system. The ideal skills and experience for this project include: - Expert in Android and iOS app development - Knowledge and experience developing web pages - Experience with finance-related apps - Ability to...
I am in need of a skilled and reliable accountant in Poland to assist with my monthly VAT filing and yearly tax filing. As a sole proprietor, it's crucial for me to meet all my financial obligations on time to avoid penalties and unnecessary stress. Key responsibilities: - Handling monthly VAT filings: You will be responsible for ensuring my VAT returns are accurate and submitted in a timely manner - Managing yearly tax filings: As a sole proprietor, I have a specific set of tax obligations that need to be managed effectively Ideal skills and experience: - Proficient in Polish accounting and tax laws: Having a deep understanding of the local regulations and requirements is crucial - Experience working with sole proprietorships: Being familiar with the specific needs and chal...
...can be reserved for a session, by a Student or a School. The instructor has the option to bid his own online Session and determine it's Topic & Date/Time, Duration, Cost ... Instructors bids are shown on Students Dashboards. So that, students who are interested can reserve their seats... School Privileges Schools profiles can be created for advertisement or teaching purposes by a School representative through a variety of sponsorship programmes. If the school account is Active, this means the school logo would appear during all online sessions for a specific time. The school account owner can create an online Session (or a set of sessions) and assign it to a specific instructor (Hired or Freelance) Payment System: - The website should include a payment system, allo...
I'm looking for an experienced developer to create a custom API for the Quotex trading broker using Python. Specifically, I am looking ...the following features: - Real-time market data streaming - Trade execution - Account balance retrieval - Comprehensive error handling with detailed error messages - High-performance optimization for fast execution - API calls should be fast Ideal skills for this project include: - Deep understanding of Python - Experience in designing and developing APIs - Background in trading platforms or financial services - Strong problem-solving skills - Ability to optimize for high performance Your primary goal will be to produce a reliable, error-free, and fast API that can efficiently facilitate trades on both demo and real accounts within the Q...
I am looking for an experienced blockchain developer with expertise in the creation of Decentralized Applications (DApps). - The aim is to develop a DApp for our online cheque clearance and verif...features should include cheque scanning and image recognition, real-time verification with banking databases, and an audit trail with full transaction history. - Applicants should have a strong knowledge of smart contract development and proven experience with similar financial services applications. - The optimal freelancer would understand the ins and outs of creating secure, efficient, and user-friendly systems. Your bidding proposal should demonstrate your understanding of the special considerations needed for the financial industry particularly around data security and s...
I am in need of an experienced Bubble developer to create a customized CRM system specifically tailored for financial services and their freelancers. This system should be able to: - Track leads: The application should have a robust lead tracking system in place, allowing us to monitor and manage leads effectively. - Manage deals: Deal management is a crucial part of our business. The CRM system needs to support this feature to ensure smooth deal handling. - Provide performance metrics: It's important for us to evaluate the performance of our team. This CRM system should include tools to generate and present performance metrics. Additional features requested for this CRM system include: - Email integration: Seamless integration with email services to streamline communicati...
...finance sector. Key Responsibilities: - Data Entry: You will be responsible for inputting and maintaining various financial data into spreadsheets and databases. - Accuracy and Attention to Detail: Ensuring the provided data is accurately entered, including cross-referencing and validation. - Data Quality: Assisting in maintaining the quality of the data and suggesting improvements where necessary. Skills and Experience: - Proficiency in Microsoft Excel is a must as this will be the primary tool used. - Previous experience in finance-related data entry is advantageous but not mandatory. - Strong attention to detail and accuracy are highly valued. - Understanding of basic financial jargon will be beneficial. This role requires someone who is organized, reliable and abl...
I'm currently in...Regularly test and monitor the integration to ensure its reliability and performance Skills and Experience: - Extensive experience working with Django, particularly on API integrations - Proven expertise in integrating applications with third-party APIs, with a particular focus on Stripe being highly desirable - Strong understanding of security protocols and best practices when handling sensitive financial data - Excellent problem-solving skills and ability to troubleshoot and optimize code - Good communication skills and the ability to work collaboratively in a team environment. If you believe you have the skills and experience to take on this project, I'd love to hear from you. Please provide examples of your previous work, particularly relating to ...
I am in need of a professional flyer for my HVAC (heating, ventilation, and air conditioning) company. Mainly, my goal is to generate leads from this mailer for low to moderate income residents. I would like to have information about the NYSERDA Empower+ program, and the financial incentives available through this program Here's what I'm looking for: * Compelling design: Draw potential customers in with a visually appealing layout. * Suggested content: NYSERDA Empower+ Program, free home energy assessment and free application, low-cost or FREE heat pumps (heating/cooling) for program eligible candidates. Modifying the income limits on the back of the post card attached to reflect the below: -Household size of 1= $36,420.00 or less -Household Size of 2= $47,640 or less -Ho...
I'm looking for a ready-made ERP cloud accounting system like that offers these key features: - Inventory Management - Sales and Purchase Tracking - Financial Reporting I'm specifically seeking a system that has a: - Modern and sleek design I plan to integrate this ERP system with other software via API. Ideal Skills and Experience: - Experience with ERP cloud accounting system development - Proficiency in UI/UX designing - Proven ability in API integration with other tools - Familiarity with inventory management, sales tracking, and financial reporting systems. I want similar to
...automated system. - **Improved Organization**: The primary goal of this project is to enhance my overall financial organization. - **Investment Tracking**: A secondary but important aspect is to have a system in place for monitoring and evaluating my investment performance. Ideal Freelancer: - **Accounting and Bookkeeping Expertise**: Strong background in personal finance and investment bookkeeping is essential. - **Software Proficiency**: Experience in working with personal finance software is highly preferred. - **Organization Skills**: Ability to set up an intuitive and efficient system for tracking and managing my finances. The successful candidate will be able to streamline my personal financial tracking, ensure the data is organized and up-to-date, and create a sys...
...funding. Key Deliverables: - A well-structured business plan that includes the standard sections such as Executive Summary, Business Description, Market Analysis, Organization & Management, Service or Product Line, Marketing & Sales, Funding Request, Financial Projections, Appendix. - Infographics that highlight key aspects of the business plan. These should be a blend of high-level overviews and detailed breakdowns. The infographics should cover: - **Financial Projections**: Charts, graphs, and visuals that help investors understand our financial outlook. - **Market Analysis**: Visual representation of market trends, size, and potential. - **Competitive Analysis**: Comparative graphs or visuals that differentiate us from competitors. Ideal Freelancer: -...
Attached is a file explaining the project. I am looking for a freelancer with a strong skillset in both Python programming and data science, specifically with a focus on finance who can help complete a project within t...(Matplotlib, Seaborn?), Scikit-learn > Data Science and Analysis: - Data Manipulation: Ability to clean, preprocess, and manipulate large datasets. Skills in visualizing and understanding data trends and patterns. - Statistical Analysis: Knowledge of statistical methods to justify model choices and data interpretation. > Finance Knowledge: - Finance Data Science: Understanding of financial datasets, financial models, and common finance-related questions or problems. - Quantitative Analysis: Ability to apply quantitative methods to finance data for in...
I am looking for a professional developer to create a comprehensive and user-friendly dashboard for tracking my crypto investments. This won't be a public app. It's for my personal use only. I will provide the front-end el... -If you want a bit more details: you can read my brainstorming list here: https://miro.com/app/board/uXjVKGm6_pU=/ Overall, I am looking for a developer with experience in creating dashboards with extensive tracking and monitoring features. Since this dashboard will handle sensitive financial data, a 2FA is required for me to login. The ideal candidate should have a strong understanding of cryptocurrency markets and the ability to integrate real-time data feeds.
I'm in urgent need for a professional business plan creator...venture. Your main tasks will include: - Conducting a thorough market analysis to identify potential opportunities and threats in the industry. - Developing detailed financial projections, including revenue, expenses, and profit forecasts, to clearly demonstrate the company's growth potential. - Crafting a strategic marketing plan that outlines how we'll acquire customers, generate revenue, and position ourselves in the market. Ideal candidates for this project should have a solid understanding of the technology industry and proven experience in creating successful funding business plans. Expertise in market research, financial analysis, and strategic marketing is a must. Please provide examples of...
I'm in need of a talented salesperson to help me move my stock of e-bikes. The job will involve direct sales within our local area, including all 50 states. Your primary tasks will be: - Conducting local ebike store sales, so proven experience in this field is essential - Presenting the e-bikes in an engaging manner, leveraging your in-depth knowledge of the product - Using your excellent communication skills to build relationships and close sales The ideal candidate will: - Have significant door-to-door sales experience - Be passionate about and knowledgeable of e-bikes - Possess strong communication skills for a successful sales process Please get in touch if you think you have what it takes.
...premier provider of trailer solutions, recognized for its commitment to excellence, innovation and sustainability When someone sees your logo /branding what do you want them to think? Quality When someone sees your logo /branding what do you want them to feel? I hear only good things about them What do you want your brand identity to be? Brand needs to feel professional and representative of a reliable and trustworthy team. Bright green color to really catch the eye. Brand needs to also make someone feel good. Website Questions What /Who is GFE Trailers (this is necessary for about us page) What services does GFE Provide? Storage and OTR trailers What are the benefits of Leasing through GFE Reputable and Responsive How is GFE differenti...
...will be looking at the organization's income statements, balance sheets, and cash flow statements from the past year. Your expertise in financial analysis would be a big asset in this project. Key Tasks: - In-depth scrutiny of quarterly income statements - Detailed examination of balance sheets - Profound analysis of cash flow statements Please note, a comparative analysis among the organizations is not required for this project. Your focus should solely be on individual organization's financial health. Ideal Skills: - Experience in financial analysis and accounting - Detail-oriented with proven analytical skills - Ability to interpret complex financial data This job will require thorough analysis and a keen eye for detail, hence relevant ...
I am seeking a skilled web developer to construct a microfinance management software that is based online. This project will involve the following components: - Loan Management: Create a system that efficiently manages loans, with tracking and monitori...that demonstrates your ability to create complex online software, preferably related to finance or microfinance. - Knowledge of microfinance practices and sector would be beneficial. Include in your proposal your past work that is possibly relevant, describe how you perceive the execution of this project and provide any suggestions you think may enhance the project. Solid knowledge of Indian Financial systems, particularly involving EMI and CIBIL scores, would be an added advantage. I'm looking forward to reviewing your pro...
...articles 800-1000 words each - feel free to make more engaging titles: 1. "Technologies and Frameworks Used in Online Banking Software" 2. "Benefits of building custom virtual wallet solutions into your product" - here to speak about features of virtual wallets, flexibility to convert credits in exchange for additional services, etc. 3. "Compliances and certifications that might be needed for a financial services startup" - explore main compliances for the US and European countries a fintech software startup should know about. The main goal of these articles is to educate our audience. Therefore, the content should be informative, engaging and able to simplify complex topics for an informed readership. Key job requirements: - Proven experience in...
I'm in need of a bespoke budget planning system that prioritises management of my monthly expenses. The ideal freelancer for this assignment should be seasoned in developing personalised financial planning tools. Key features are: - Detailed categorisation of outgoings for seamless tracking of all expenditures. - Projections of potential savings to envision fiscal progress. - Alerts when nearing or breaching specified budget limits. The program should facilitate monthly updates and evaluations to ensure the budget remains relevant and effective. Expertise in financial software tools and an understanding of efficient budget management are significant assets for this project.
I'm the founder of a tech startup in the early stage with a wo...a venture capital investor to help me fund the product development phase of the business. Key requirements: - Experience with venture capital and funding for technology startups. - Proficiency in understanding business models and potential for growth. - Ability to provide strategic guidance on our product development. Your responsibilities will include: - Conducting market research and financial analysis. - Advising on funding options and helping secure investment. - Potentially providing strategic guidance for our product development efforts. I'm looking for a skilled professional with a proven track record in securing funding for tech startups. Your insights and expertise will be crucial in helpin...
I'm looking to hire a seasoned software developer to create a software for my financial recovery business. Understanding of finance and debt recovery processes is definitely a plus. Key Features: - **Customer Management**: This is a critical feature for the software. You should be able to create a system that allows client profile building. Client Profile Building: - **Financial Status**: Ability to input and monitor financial status of every client. - **Contact Details**: Capacity to register each client's contact information. - **Recovery History**: Capability of logging each client's financial recovery history to keep track of progress. Proficiency in backend programming and database management is required. Knowledge of frontend web desig...
I'm seeking to secure funding for a multi-industry workers' accommodation project. The accommodation caters to construction, seasonal farm, wind farm, abattoir, and gold mine workers. For this, I need a professionally crafted project proposal and a corresponding financial model in Excel. Ideal freelancers for this project should possess: - Proven experience in drafting project proposals related to housing or accommodation - In-depth knowledge in the creation of financial models using Excel - A strong understanding of multi-industry accommodations - Great analytical and strategic thinking skills - Familiarity in the Construction, Agriculture, Energy, Food Processing, and Mining Industries would be advantageous.
I am seeking a proficient dashboard developer to create a comprehensive and professional stock dashboard that will provide me with updated, real-time da...performance analysis for all stocks - Portfolio tracking for about 50 stocks Visual Design: - The design should be corporate and professional. I'm open to vibrant colors or minimalistic elements in order to easily visualice limit alerts. Ideal Skills: - Experience in both front-end and back-end development - Knowledge in financial markets, specifically NYSE, NASDAQ, and LSE. - Proficiency in integrating real-time market data APIs - Experience in developing financial dashboards would be a plus. I'm looking forward to getting the best out of this investment. Let's create a tool that will make managing por...
...Innovation - Hi, Vito Lavanga. Own INDUSTRIAL RIGHTS, mathematician, working in technical-scientific, IT&C and Financial disciplines; ...I have a prestigious development environment, for partner use: - we have Premium, 4 years, WordPress/WooCommerce and many AI/tools for your use; ...I'm looking for a new line for future .EUs and to present to World GOAL: Main: Staff: Large Basic: , , , , , , TARGETS: broker, bookmakers, traders, agents, investors (financial or industrial); ...every person positive to him land and its people (patrons or public personalities); every operator promoting Ecological TRANSITION in
I'm looking for a seasoned writer to assist me with a dual project: a business report and a series of blog posts. Responsibilities: - The business report should be well-researched, focusing on key areas such as marketing strategies, financial analysis, and industry trends. - The blog posts should be engaging and informative, tailored for a specific target audience which may include business professionals, entrepreneurs, and the general public. Ideal Skills and Experience: - Proven experience in business writing, with an emphasis on reports and blog posts. - Ability to conduct thorough market research and competitor analysis. - Strong understanding of sales forecasting and how to present this data in a clear and impactful way. This project is an excellent opportunity for ...
The Job You will be responsible for : Handling inbound calls and emails in a professional manner. Resolving customer inquiries and requests and ensuring strong customer satisfaction. Working with various internal teams to ensure prompt and accurate order processing and delivery. Escalating customer feedback as required. Ideal Candidate You have at least 1 year experience within a Customer Service or Customer Success role, ideally within the Ecommerce / Marketplaces, IT Services and Retail industry. You possess excellent interpersonal as well as written and verbal communication skills. You are a strong team player who can manage multiple stakeholders You are adaptable and thrive in changing environments You pay strong attention to detail and deliver work that is of a high standard
I'm in need of a professional who can help with my private limited company's annual compliance tasks. Key Tasks: - Filing Annual Financial Statements - Conducting an Audit - Updating Statutory Registers Key Requirements: A. Auditor Appointment & Filing of Form ADT - 01 (Auditor Appointment). B. Preparation & Filing of Form INC - 20A (Declaration of Commencement of Business). C. Assistance & Documents Preparation for Company's Current Bank Account. D. Preparation & Filing of Balance Sheet, P & L Accounts, Audit Report, and Director's Report. E. Preparation & Filing of Extract of Annual Returns & Financial Statements (Unlimited Transactions). F. Preparation & Filing of Annual Returns Form AOC - 04 (Financials Related A...
I need financial data from bloomberg or any other database for research.
...365 F&O Modules**: I need assistance in integrating Dynamics 365 F&O with Power Platform, particularly focusing on Financial Management and Supply Chain Management. - **Power Platform Integrations**: Require your support in: * Data integration: Ensuring seamless data exchange between the two systems. * Workflow automation: Developing and implementing automated workflows for various business processes. - **Vendor Invoice Creation**: The vendor invoice creation process should include: * Auto-population of vendor details: Ensure vendor information is correctly filled in. Ideal Skills and Experience: - Strong background in Microsoft Dynamics 365 F&O, particularly in Financial and Supply Chain Management modules. - Proven experience in developing and imple...
I am looking for a talented designer to create a modern and sleek marketing flyer for my mortgage brokerage company. The flyer will be used to promote my services, connect with potential homebuyers,...additional services. Design Preferences: - The overall design of the flyer should be modern and sleek. - It should have a clean and professional look to reflect the credibility of our brokerage firm. Ideal skills and experience for the job include: - Proficient in graphic design software, such as Adobe Illustrator or Photoshop. - Experience in designing marketing materials, particularly for financial services or real estate. - Understanding of the mortgage industry and the needs of potential homebuyers. - Strong attention to detail and ability to create visually appealing and engagin...
I'm seeking a Business Development Representative to expand our presence in the Venezuelan auto industry. As a part of our team, you will be responsible for both B2B and B2C sales, with considerable focus on the former. Key Requirements: - A bachelor's degree, ideally in a relevant field such as Business or International Relations. - Fluency in both English and Spanish. - Previous experience in sales, particularly in the automotive industry, is a plus but not mandatory. Your primary responsibilities will include: - Developing and implementing strategic sales plans to expand our market in Venezuela, targeting both business and consumer segments. - Building and maintaining strong relationships with potential clients. - Representing our interests in a professional and effe...
I'm looking for a financial expert skilled in Tally ERP9 to help with specific bookkeeping tasks. This includes bank reconciliation for 1-5 accounts on a monthly basis, as well as the generation of financial statements. Key Responsibilities: - Reconciliation of 1-5 accounts monthly using Tally ERP9 - Generation of monthly financial statements The ideal candidate should: - Be proficient in Tally ERP9 - Have prior experience in bank reconciliation - Possess a strong understanding of financial reporting I need someone who is detail-oriented, has excellent organizational skills, and can provide accurate financial records in a timely manner. Prior experience with similar tasks is a definite plus.
I am looking for someone that has listened to the Drake vs Kendrick Diss tracks many times. I need someone that is very active with the culture & knows almost everything thats going on in this beef. I need someone that has seen all the memes around the beef. And knows the history of the beef. I'm looking to put together some content around this beef. And I need someone that can guide me. 1. How old are you? 2. Where do you live? 3. Who do you think won the battle and why? 4. If I needed you to defend the loser, could you do so? 5. Tell me something interesting about this beef? 6. What social media platforms are you active on? 7. Did you auto generate this application you sent me, or did you type it out?
We are seeking a skilled AI and Machine Learning Engineer and Software Developer to develop and train ...decision-making - Implement NLP techniques to enhance chatbot interactions - Proficient in chatbot development frameworks, particularly Dialogflow and Microsoft Bot Framework Please READ the attachment CAREFULY. Please submit your technical and financial proposal. Team building and proposal are encouraged (AI and Machine Learning Engineer + Software Developer). Evaluation Criteria Proposals will be evaluated based on the following criteria: • Technical Approach and Methodology (40%) – Maximum 3 pages. • References and Past Performance (10%) • Financial offer (50%) (including number of proposed hourly rate and estimated total number of...
I need a professional to prepare my income statement and balance sheet according to IFRS standards. My records are ready, and I only require a summary-level of detail. Ideal skills and experience include: - Proficiency in IFRS (International Financial Reporting Standards) - Proven track record in preparing financial statements, especially income statements and balance sheets - Detail-oriented and able to work with a high level of accuracy - Good communication skills to clarify any details for a summary-level reporting. This is a one-time project, but if successful, there may be more in the future.
I require an experienced accountant to prepare a set of financial documents for my company. Last 2 year Audited Financial statements for the previous 2 fiscal year-ends: Income Statement, Balance Sheet, Cash Flow Statement Interim Financial Statements (Balance Sheet, P&L, Cash Flow Statement) Financial statements for the most recent interim period: Income Statement, Balance Sheet, Cash Flow Statement Merchant Processing Statement
I have bank statements from Bank A that I need converted into an Excel spreadsheet. The specific transactions you'll be dealing with are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: bot...are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: both deposits and withdrawals. - Once this data is entered into the spreadsheet, I need you to sort it by transaction type. This role requires expertise in Excel and a keen eye for detail is essential, as the integrity of the data will be paramount. Knowledge about financial transactions, specifically deposits and withdrawals, will be useful. A background in bookkeeping or accoun...
I'm looking to leverage Azure document intelligence prebuilt models and train models to extract data from a variety of tax and financial documents. The extracted data needs to be exported into a Google spreadsheet. Additionally, I need an interface for users to easily upload these documents. Key Requirements: - Extract data from various financial documents: primarily focusing on Expense reports, W-2 forms, credit card statements, 1099s, and annuities. - Extract specific data from credit card statements such as Transaction amounts, Merchant names, Transaction dates, and also the ability to convert currency and combine rows. - Extract specific data from bank statements like Account balances, Transaction descriptions, and Check numbers. Ideal Skills and Experience: - Pr...
