Should i hire a financial plannerJobs

...currently seeking a dedicated and experienced Youtube professional to help me meet the robust growth goals for my Youtube channel. Your objective will be to implement efficient strategies to increase subscribers, boost video views, and enhance viewer engagement. Here's what I'm aiming for: • Notably grow my subscriber count • Hike up the number of video views • Amplify viewer engagement Thus far, I have attempted to grow my channel using social media promotion and optimizing video titles and tags, but believe there's more that can be done! The channel targets a specific audience: Financial and Insurance advisors in India. Understanding the preferences and content consumption habits of this audience will be paramount to this ...

Looking for somebody with. a Finance and IT development background. Problem 1. Currently, we use excel template to gather project financial requirements. The excel template has multiple tabs with information on Project costs, business costs and project benefits. All feed into a a summary tab that calculates ROI , NPV of the project. 2. The excel file has gotten massively big making the user experience poor 3. The inputs from excel needs to be fed into a portfilolio dashboard summarizing multi year project benefits and costs 4. Would like to embed AI copilot in the process and in the dashboard Intended solution 1. Our organization development environment is restricted. However we use Altassian that has a marketplace, which could be addressed to ...

Seeking a Talented Freelancer for Comprehensive Wix Website Revamp About Us: We are Profit Cloud Accounting (PCA), a dynamic Bookkeeping and Business Consultation firm. Our mission is to empower businesses with innovative financial solutions. The general Goals: - Increasing online sales: I want the revamp to facilitate a higher turnover. If you have a track record of creating websites that convert visitors into paying customers, I'm interested in hearing your strategies. - Improving brand visibility: I want my site to make an unforgettable impression. Whether that's through stunning visual design, clever SEO, or both, I'm open to your suggestions. - Enhancing user experience: I want visitors to navigate the site in...

...creative and skilled logo designers! We're launching a podcast, called "First Home Foundations", dedicated to First Home Buyers, and we need your help to design a logo that encapsulates our mission. This podcast aims to inform, educate, and empower First Home Buyers by teaching them the Five First Home Foundations of Affordability, Preparation, Network, Support, and Style. With everything they need to know about purchasing their first home, from the importance of making that initial leap, navigating the buying process, to tips and tricks to ease the journey, our podcast is here to guide them into a home they and their family will love. Contest Prize: $50 AUD Duration: 7 Days (Announcement End of 12 March) Requirements: Skillset: Must have a...

As an active trader on TradingView, I am on the hunt for a developer who is well-versed in creating custom indicators. My current project revolves around the development and implementation of "order flow spx" as a custom indicator. SPX 0dte Script to show the FLOW coming in ,with gamma squeeze to show when theres calls being bought heavily vs puts Key Responsibilities: - Develop a custom indicator for TradingView based on Order Flow SPX. - Implement and test the custom indicator within my TradingView platform. Ideal skills for the job: - Proficient with TradingView and Pine Script. - Familiarity with SPX order flow analysis. - Strong understanding of trading and financial market concepts. - A good track record of creating custom indica...

I urgently need in-depth market research and financial analysis for the leisure and entertainment industry, focusing specifically on club houses. Skills and Experience Required: - Proven experience in market research and financial analysis - Extensive knowledge of the leisure and entertainment industry - Familiarity with club house services would be advantageous Tasks: - Compile and analyze significant data related to the club house section of the industry - Conduct financial analysis enabling informed strategic decisions - Produce a comprehensive and detailed report with actionable insights. Timelines: This project needs to be completed ASAP. Applicants with immediate availability to start are preferred.

Tax Filing for a Delaware C-Corporation - I am looking for a freelancer who can assist me with filing taxes for my Delaware C-Corporation. - I am unsure if I need assistance with state tax filing, so someone with knowledge of state tax laws would be ideal. - I have all necessary financial documents readily available for the tax filing process. - The freelancer should have experience in filing taxes for Delaware C-Corporations and be familiar with the specific requirements and regulations.

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As a faith-based organization, we are launching a Facebook ad campaign primarily targeting leads for prayer needs. The key aim is to engage with people seeking spiritual support for any difficulty they could be experiencing, be it personal health, family relationships or financial stability. We need an experienced Facebook Ads manager and ManyChat bot creator. The Ads should utilize optimal targeting strategy for rendering visibility and awareness regarding our unique brand's prayer support service. ManyChat will facilitate handling the response, categorizing the needs, and streamlining the prayer process. Requested services comprise: - Developing and implementing an effective Facebook ads campaign - Formulating a response handling system via Man...

I'm looking for a Python developer with experience in QuantConnect to create a modular backtesting program for options strategies. The desired program should perform the following tasks: 1. **Backtesting Indicators**: The program should be able to backtest based on several indicators such as: * Moving Averages * RSI (Relative Strength Index) * Parabolic Sar 2. **Testing Options Strategies**: The program should backtest the following options strategies: * Bull Put Spread * Bear Call Spread 3. **Performance Metrics**: The program should output a comprehensive analysis of various metrics and visual representations: * Profit and loss analysis * Win rate and average return per trade * Visual charts and graphs repre...

One critical component of financial analysis involves comparing a firm’s financial statements with other firms in the industry. Through such a comparison, financial managers can reveal useful information about risks, investment opportunities, market indicators, and economic factors. Throughout this course, you have been researching and analyzing various financial statements for Deere & Company. For this Final Paper, you will culminate your analysis with an in-depth comparison of Deere & Company and Caterpillar Inc. In your project, you will complete the following items based on the files you previously downloaded: Examine the four primary financial statements for each firm and address the following: Statement of Cash Fl...

I urgently require a dynamic and interactive website that provides training for Price Action trading. Potential developers should be familiar with trading and financial markets, specifically Price Action, and have previous experience creating educational websites. Key functionalities: - User-friendly interface with intuitive navigation. - Comprehensive course material covering Price Action trading, Despite skipping the details on the aspects of Price Action trading to focus on, I am open to recommendations from professionals with expertise in that area. Your expertise should include: - Web Development with a portfolio of dynamic, interactive sites. - Knowledge of financial markets, specifically Price Action Trading. - Experience ...

I need professional legal help to address two debt collection lawsuits from the same company I'm currently facing. I have received a written communication about the lawsuit, so there's official documentation that may need reviewing. While I acknowledge the account in question, I have reservations about the provided debt amount. However, I lack the concrete evidence or documentation to back this counterclaim. Consequently, the ideal candidate for this job would have: - Proficiency in financial documentation analysis - Extensive background in debt law - Expertise in preparing lawsuit responses - Strong understanding of debt collection procedures If you can not only identify any potential inaccuracies but also effectively commun...

...Prospectus Document Processing teach me how to run python on AWS this ML project access to AWS API should be done from local windows computer code runs on AWS 4 days to do --------------------------------------------------------------- PROJECT ACCEPTANCE : I CAN DO BY MYSELF on my AWS account ---------------------------------------------------------------- you provide videos and code how to do step by step , then we meet online and record step by step how to do it , you tell me what to do , I do on my own AWS account and making requests from my local windows computer 1. I do not provide you my AWS account . you develop all on your AWS account 2.

## About the job ***We fight for everyone’s opportunity for a better financial future.*** We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Top Talented believes in being bold and committed to action. We are committed to a work environment where the differences that we are born wit...

I own a small business with 1-10 employees and require an experienced freelancer to assist with various accounting needs. These include bookkeeping, tax preparation, and the generation of financial statements for my company. The ideal candidate should possess the following skills and experience: * Proficient in bookkeeping principles with a keen attention to detail. * Extensive experience in tax preparation specifically for small businesses. * Proficiency in preparing financial statements according to industry standards. * Familiarity with various accounting software. Specifically, it's essential to have experience using Wave accounting software. Knowledge expanding beyond these key areas is welcomed as the diverse skill set can greatly c...

I am seeking a qualified CPA to assist me in addressing tax-related issues from the past 2-3 years. Specifically, my requirements are: - Filing back taxes. - Resolving any potential tax penalties. Despite having no existing communication from tax authorities regarding any dues or penalties, I would like to be proactive to stay in the good graces of the tax law. Ideal professionals for this project should be: - Expert CPAs or tax attorneys. - Highly experienced in navigating tax laws and regulations. - Skilled in resolving tax backlogs and potential penalties. - Efficient and communicative in helping clients understand their tax position. Your expertise would be greatly appreciated in helping me sort out my financial obligations.

I'm seeking a professional Figma Designer to redefine the UI/UX and overall appearance of my corporate website. The ideal candidate should be proficient with Figma and have strong experience in creating modern,sleek, minimalistic, and bold vibrant designs. Key Functionalities: • Information about the company • Overview of services offered • Showcasing the team and portfolio • Career opportunities and job postings • Investor relations, including financial updates and stakeholder communications My website aims to reach an array of audiences including Customers, Clients and Investors. Hence, the design needs to be professional and appealing, with simple navigation and a seamless user experience for all. The candidate should...

Hi! I am in urgent need of obtaining short-term personal loan leads from Colombia. I'm looking for reliable, high-quality leads so experience in this region would be really advantageous. Understanding of loan industry and lead generation is a must. Below are the specifics I require: - The type of information I need from the leads includes: - Contact details - Employment details - Full Name - Email - Phone Number - I am in need of a substantial quantity of leads - specifically, 100,000. Freelancers with a proven track record of lead generation, specifically in financial sectors, will get priority consideration. Positive past performance with loan-related leads would be a significant plus. Looking forwar...

I am seeking a highly skilled legal expert specializing in personal injury cases to evaluate damages. Specifically, a previous lawyer omitted the statute of limitations in a vehicular accident case against Uber. I require an in-depth assessment of the financial losses incurred due to this oversight. Ideal Candidate: - Immense knowledge and experience in personal injury law - Extensive understanding of case valuation, specifically in the area of financial losses - A proven record of handling high-value cases Responsibilities: - Calculate the potential value of the original lawsuit - Assess the details of the accident and financial ramifications - Provide a comprehensive report regarding the negligence of the previous...

As an entrepreneur, I am seeking an experience business plan writer with website proven funding examples to assist me in securing funding for my new venture - a website portal for discount retailer's and wholesalers e-commerce industry. (Similar to but not the same) Your proficient business acumen and in-depth knowledge of the industry will be pivotal in our collaboration. Components of the Business Plan: • Market Analysis - A deep dive into the competitive landscape, industry trends, and potential customer segmentation is foundational to our plan. Your experience in market research, competitor analysis, e-commerce industry is key, including trends, growth potential, and key competitors. Opportunities and challenges in the e-commerce Marketplace...

I am looking for a professional designer to create a business card for my accounting firm, Tax Tactics. This card has three primary purposes: networking, branding, and providing the necessary contact information. **Necessary Information** - I'd like to emphasize my name and job title, phone number, and email address on the card. **Design Requirements** - Though our focus is on tax accounting, I want a professional design style that communicates our proficiency and doesn't pigeonhole us into just one area of expertise. **Qualifications Needed** - The perfect freelancer for this job would be someone with experience in designing professional business cards, ideally for companies in the accounting or financial sector. You should...

I'm seeking an experienced professional to prepare a compelling pitch for my upcoming blockchain app. Key Tasks: - Understand the business model and USPs of my blockchain app, primarily targeting individual consumers. - Prepare a professional and persuasive funding request pitch. Ideal Skills: - Experience in financial storytelling and fundraising - A deep understanding of blockchain technology - Exposure to app marketing or funding pitches Please note, specific functionalities or blockchain app goals are yet to be defined, so a flexible and exploratory approach would be appreciated.

I am in search of a part-time executive assistant who is willing to work for less than 10 hours per week. Main Tasks: - Calendar and scheduling management: Coordinating meetings, appointments, and ensuring I have a smooth daily schedule. - Email management: Handling my inbox, responding professionally to messages, looping me into important conversations, and making sure nothing slips through the cracks. - Travel coordination: Organizing my travel details including itineraries, accommodation, and transportation. Requirements: - I am looking for someone who has prior experience with the a corporate, financial services or consultancy environment. - Familiarity with MS Office and Canva would be beneficial. - Ability to handle and pr...

I am seeking a detail-oriented professional with expertise in financial and budget planning in the logistics industry. The targeted area of focus should be Transportation costs, Inventory management costs, and Warehousing costs. Key Responsibility: - Develop a comprehensive budget plan addressing the specific aspects of the logistics industry. Application Requirement: - Freelancers must provide a detailed project proposal highlighting their approach to handling this project. Success Metrics: - The main objective of this plan is to significantly reduce total logistics costs. Hence, the plan must contain viable strategies and steps towards achieving this. Ideal Skills: - Excellent knowledge of the logistics industry - Proven experience in Invent...

I need a comprehensive business plan focused on growth strategy in the services industry. The intent here is to appeal to potential clients, underscoring our unique value proposition and key differentiators. - Understand how our service portfolio addresses client needs and objectives - Work experience in the services sector is critical, preferably in strategic planning - Map out an effective growth strategy, including identifying potential areas for expansion and innovation. - Data-driven approach to highlight market opportunities and business potential. Your task essentially sets the course for our future ventures and client-acquisition efforts. 1. **Executive Summary**: Provide an overview of your business idea, including the mission, goals, target market, and unique s...

I require a professional writer with experience in creating annual reports for financial services firms. Your task involves the rewriting of our 2023 ESG (Environmental, Social, and Governance) report draft. The report is written, but we need a professional copywriter’s help to take it to the next level. Ideal Skills: • Experienced financial copywriter • Knowledge of ESG/Sustainability reporting • Ability to interpret and present financial data in a comprehensive yet engaging manner • Awareness of market trends in the financial sector

I'm seeking a QuickBooks specialist to assist me with the initialization and configuration of the software for my business. This includes: - Setting up company information - Configuring the chart of accounts based on my business needs - Importing data from my existing records I have existing data that I will need to be imported into QuickBooks. This data includes scanned copies of expense invoices. Once loaded, I would like you to help me check over the data to ensure it has imported correctly and is correctly categorized and mapped within QuickBooks. Following this setup, I also require assistance to file our accounts with the UK HMRC and Companies House. This will involve preparing any necessary documents or forms and transferral of financial...

I urgently require an expert who can fully migrate my data from one QuickBooks Online company to another. Focusing on the following: Complete Data Migration: - The entrusted freelancer must ensure complete transfer of my financial and non-financial data from the old QuickBooks Online company to the new one. - Financial data migration includes transaction history, invoices, balances, and more. - Non-financial data migration includes the records of Customers, Suppliers, and Employees among others. Setup and Configuration of New QuickBooks: - In addition to the complete data migration, I also need help setting up and configuring the new QuickBooks Online company so it's ready to go right away. Desired Freelancer's Skills and Experience: -...

I am seeking a talented data scientist, adept in the creation of scatter plots. This project will primarily focus on the visualization of my unique dataset, to look deeper into the correlation between age and spending habits. Key responsibilities: - Creating scatter plot visualizations - Analyzing and understanding Age vs. Spending patterns - Pulling insights from the scatter plot visualizations Ideal Skills: - Proficiency in data visualization and data mining. - Strong analytical skills and ability to work with large data sets. - Experience with scatter plots, ideally in a financial or e-commerce context With your help, I look forward to understanding how age and spending intertwine in my dataset. I anticipate that your professional and effi...

As a company operating in the financial services industry, we have highlighted areas in our current framework that need to be fortified. We are seeking an IFRS expert primarily for ensuring our compliance with standards related to Financial Instruments, Revenue Recognition, and Leases. Key Responsibilities: - Assess and correct our current financial practices. - Ensure our strategies align with the latest IFRS standards. - Provide actionable guidance on implementing necessary adjustments. Ideal Skills: - Deep understanding of IFRS regulations - Experience with financial instruments, revenue recognition, and leases. - A background in financial consultancy for financial services industry. We look forward to working with someone who...

I am looking for a Certified Public Accountant (CPA) with a knack for detailed examination and strong understanding of financial conduct. This project involves: - Focusing on revenue recognition, expense allocation, and internal control during audit. - Certified HUD audit - Navigating through pre-prepared financial statements - Assisting primarily with compliance testing The ideal candidate should have extensive experience in auditing financial statements, with a sound understanding of the HUD audit process. A strong eye for detail, effective reporting skills, and proficiency in compliance testing are key to succeed in this role.

Required skilled developer who specializes in payment gateway integration. Our tech stack is pHP, CI and MySQL - Implement Braintree Drop-In formobile app and website to accept online payments - Safeguard the site access to ensure users' financial information are securely transacted - Design an intuitive and user-friendly process Time is of essence and require this to be designed and completed within 3 day of award with testing to follow and bug-fixing. You will design and submit each of the 3 scenarios and testing will start for each use case as its completed.

Hi Zafar F., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

I am in need of a Chartered Accountant with a range of skills to address my financial needs. Requirements: - Proficiency in tax preparation - Capable of conducting audits - Skilled in financial planning Although I am opening this opportunity to accountants with less than 5 years experience, an understanding of general accounting principles is non-negotiable. No preference is given to specialization in any specific industry. Your ability to be flexible, and adapt to various financial situations is of more value to me. I look forward to seeing your bid and assessing how your abilities align with my financial management goals.

I am looking for an experienced financial analyst who can utilize various financial analysis techniques to assess my company's financial health, performance trends, and relative positioning in the industry. You will also provide investment recommendations based on your assessment. Primary tasks: - Conduct a thorough financial analysis using relevant financial ratios such as liquidity, profitability, efficiency, and leverage ratios. - Perform a meticulous horizontal and vertical analysis. - Carry out a detailed Discounted Cash Flow (DCF) analysis and sensitivity. Presentation: - Ability to read and interpret financial data. Your findings should be communicated through both a visually engaging repo...

I represent a competent financial services company specializing in dealing with the share market. As our business is growing we are required to provide our services in Australia for which we are required to apply for AFSL license. Therefore, we are on the lookout for skilled professionals to facilitate the same. As we are unaware about the pricing, we can discuss the deliverables through message.

We are in the early stages of developing an innovative mobile application designed to revolutionize the way users manage and interact with their financial data. Our app, aims to provide users with a comprehensive suite of features including a Dashboard for financial summaries, an , detailed Transaction Management, intuitive Budget Tracking, and advanced Reporting/Analysis capabilities, NO banking service linked. Job Overview: We're looking for a skilled Flutter developer who can crafting a seamless, intuitive, and engaging experience for users across Android and iOS platforms. The ideal candidate will have a strong background in mobile app development, with specific experience in developing cross-platform applications using Flutter.

I'm seeking a savvy graphic designer to craft a logo that accurately represents my financial services company. I want this logo to be a symbol of our brand and assist us in building strong recognition within our target market, which primarily consists of business professionals. Key project expectations include: - A design that illuminates our financial expertise in a professional manner. - A distinctive and captivating logo to enhance our brand's visibility amongst business professionals. The ideal freelancer for this project: - Has a strong portfolio showcasing their skill in creating professional and memorable logos. - Has experience working with financial service companies or similar industries. - U...

Project Functional Document: Stripe Integration and Feature Management Project Overview: We are developing a web application offering various features to users. To streamline payment processing, we intend to integrate Stripe into our system. We require assistance from a freelancer to configure the Stripe integration. Our goal is to allow users to activate/deactivate specific features, which will impact pricing. Invoices will be issued at the end of each month, calculated based on the volume of users and the selected features. Feature Pricing Structure (example): Users will have the option to select from the following features, each priced per worker per month: Goals Module: €5.00 per worker per month Academy Module: €7.00 per worker per month Blog Module: €2...

...allocated] I'm in need of an experienced developer to help internationalize my React site and add a component for navigation following a design that will given. Currently, the site only supports English and the goal here is to add Hindi language support. This should be on the client side without needing external service for translation. Ideal skills: - A firm understanding of i18n and localization files. - Strong proficiency in React with Material UI. - Knowledge with React and its core principles, using Typescript language. - Fluent in Hindi with financial vocabulary. Specific requirements for this project: - Add language support for Hindi. - React routing and navigation bars styling. - Implement a language toggle feature to allow users ...

I require a highly skilled developer with expertise in integrating Sage API v2.0.0. Your job will be to seamlessly incorporate this API into the WordPress Paid Membership Pro platform. Key areas of integration will include: - Invoice Processing - Payment Tracking - Financial Dashboard Setup The purpose of this project is to streamline my accounting processes, keep track of all financial transactions, and generate comprehensive reports. For the successful execution of this project, deep knowledge in Sage API v2.0.0 is mandatory. You should also have experience in handling finance-related API integrations. Familiarity with Paid Membership Pro platform will be an added advantage. I look forward to finding someone who can make a significant ...

I am looking for a skilled developer or team to build a High-Frequency Trading (HFT) platform in C++. This platform should specifically have the following features: - Real-time data feed - High-speed order execution - Algorithmic trading capabilities The specific technical requirements and dependencies for this project include: - Integration with a specific stock exchange API - Utilization of a designated data feed provider - Compatibility with low latency network infrastructure The ideal candidate should have extensive experience with C++, HFT technologies, and trading platform development. A deep knowledge in integrating with stock exchange APIs and setting up data feed providers will be crucial. Understanding of low latency net...

I'm looking for a versatile accountant in Singapore who can manage the bookkeeping, financial statement preparation, and tax preparation. A successful freelancer for this project should have: - Robust knowledge and experience in bookkeeping, financial statement preparation, and tax preparation. - Proven experience in managing accounting needs of medium-sized businesses. - Expertise in using Zoho Books as we are currently using this accounting software. Please make sure to include your related experience and skills in your proposal. Your ability to pay attention to details and meet deadlines will be a great asset. I look forward to working with a reliable and tech-savvy accounting professional who can help streamline our fin...

...Introduction Epiidosis Investments LLC, a distinguished financial services firm headquartered in Dubai, UAE, is seeking to engage a Remote Financial Advisor on an assignment basis. The Financial Advisor will be responsible for conducting project feasibility assessments and developing investment pitch decks for specific projects, contributing expertise remotely. The ideal candidate will possess industry expertise in Non-Banking Financial Companies (NBFCs), Infrastructure Sector, and Trade & Investments. 2. Company Overview Epiidosis Investments LLC offers a comprehensive suite of financial services tailored to meet the diverse needs of its clients globally. From fundraising to asset monetization, the company is committed to del...

For my project, I am looking to conduct an in-depth study of the U.S. SEC (Securities and Exchange Commission) market to gain insights into regulatory compliance and market analysis. The research is aimed at understanding the current status of companies within the finance, technology, and healthcare sectors. for reference Specifically, the analysis should cover the following areas: - Financial Performance: A detailed rundown of the financial health of identifiable firms. - Market Position: Identify the stand of specific companies within the respective markets and how they stack up against their competitors. - Competitive Landscape: An outline of the competitive dynamics within these sectors detailing major players, competition intensity, and strate...

I'm in search of a detail-oriented and reliable professional, for weekly bookkeeping services required by my small business. Duties and Requirements: - Maintaining my financial records, including purchases, sales, receipts and payments - Preparing reports on a weekly basis - Ensuring all financial reporting deadlines are met - Reconciling reports to third-party records such as bank statements Qualifications: - Proven bookkeeping experience - Solid understanding of basic bookkeeping and accounting payable/receivable principles - High degree of accuracy and attention to detail As accounting plays a vital role in my business, I need someone dependable with a solid background in bookkeeping. Your commitment to maintaining tight books wi...

...Professional Finish to my Online Brand" Description: Hello, I am looking for a creative and talented professional who can help me give a professional and cohesive finish to my online brand. I am the founder of a company dedicated to providing innovative financial solutions to adventurous travelers eager to explore the world. Our company focuses on financial freedom and helping travelers make their adventure dreams come true without financial worries. We have taken the first steps in creating our logo, website, and explanatory video, but we need the expertise of an expert to take our online presence to the next level. In terms of design, we are looking for someone who can harmonize our logo, website, and explanatory video t...

Please finish this work in 8hours. We need the shareholders to be divided in to two: premier share holder and a normal share holder

I'm seeking a skilled PHP developer with an understanding of arithmetic, statistical, and financial calculations. The task consists of taking an existing Excel calculator that performs a range of calculations including simple arithmetic (addition, subtraction, multiplication, division), statistical values (mean, median, mode), and financial computations (interest, loan repayment) and converting it to a PHP-based web calculator. Key Requirements: - In-depth knowledge of PHP programming - Able to emulate Excel's calculation methods accurately in PHP - A good understanding of basic arithmetic and statistical calculations, and financial calcualtions is essential - Solid experience with UI/UX design to ensure the calculator adopts ...