Finansiel planlægning Jobs

We're looking for an experienced accountant or financial controller to support a portfolio of international technology and ecosystem ventures. This is a flexible, ongoing engagement — open to independent professionals and agencies — with the potential to grow into a fractional CFO role. ABOUT US We operate multiple ventures across ecosystem infrastructure (B2B SaaS), e-commerce, technology solutions, and startup ecosystem coordination. Our activities span Europe and North America, and we work closely with accelerators, innovation hubs, and tech startups globally. We manage multiple legal entities across jurisdictions, including Dutch BVs and potential US structures. WHAT WE NEED We need someone who can handle the full financial picture across our ventures. Here's wh...

Saya bertekad membangun rumah kost untuk orang tua sekaligus menyiapkan biaya berhaji mereka. Untuk itu, saya membutuhkan bantuan dalam dua hal: 1. Perencanaan keuangan • Proyeksi biaya pembangunan kost dan estimasi penghasilan pasifnya. • Perhitungan tabungan haji, termasuk jadwal setoran serta simulasi inflasi. • Saran instrumen investasi syariah agar dana berkembang sambil tetap aman. 2. Strategi penggalangan dana • Konsep kampanye yang memanfaatkan komunitas keagamaan sebagai kanal utama, misalnya masjid, majelis taklim, atau organisasi pesantren. • Rencana komunikasi: narasi, materi presentasi, dan ajakan donasi atau musyarakah. • Daftar kontak komunitas/figur agama yang relevan lengkap dengan alasan pemilihannya dan cara m...

I'm seeking an experienced retirement planner to guide me through the investment landscape and help secure my financial future. As a beginner, I need a professional who can simplify complex concepts and provide tailored advice. Key Areas of Assistance: - Investment Advice: Help me choose the right investment options. - Budgeting for Retirement: Create a sustainable budget. - Tax Planning: Optimize my tax strategies. - Estate Planning: Set up my estate plan. Ideal Skills and Experience: - Certified Financial Planner (CFP) or similar qualification. - Strong background in investment strategies. - Expertise in tax and estate planning. - Excellent communication skills to explain concepts clearly. - Experience working with beginners in retirement planning. Looking for someone who can pro...

Project Description I’m looking for an experienced freelance Chartered Accountant to assist me on an hourly, ad-hoc basis with financial modelling and financial planning tasks. This is support for my own finance-related work and requires someone comfortable working independently and delivering high-quality financial analysis. ⸻ Scope of Support Tasks may include: • Building and maintaining financial models (P&L, Balance Sheet, Cash Flow) • Assisting with cash flow forecasts and budgets • Forecast vs actual variance analysis • Reviewing financial performance and highlighting key issues • Providing written financial commentary and recommendations Work will be assigned as needed and scoped in advance. ⸻ Required Experience • Chartered Acco...

Buscamos a alguien que pueda comenzar a las 10:00 (hora España), de lunes a viernes. Te proporcionamos un guion cifras y URLs. Tu trabajo es abrir cada enlace y comprobar que el dato está ahí (gráficos, titulares de noticieros...etc). Y si un enlace no funciona, buscar otro que confirme lo mismo y cambiar la URL en el guión. Duración: 1–1,5 h/día. Pago: 6,8USD/h. Se valora tener conocimientos/estudios en finanzas.

I'm looking for a comprehensive financial projections plan for my fashion startup. Key components needed: - Revenue Forecast: Project sales and income. - Expense Forecast: Detail all operating costs. - Profit and Loss Statement: Summarize expected profits and losses. Ideal skills and experience: - Expertise in financial modeling - Experience with startups, especially in fashion industry - Strong analytical skills - Ability to work without existing financial data

I’d like an experienced, Australian-based senior accountant to take full responsibility for our day-to-day bookkeeping in Xero. All bank feeds are already connected; what I need is someone who can confidently reconcile transactions, maintain the chart of accounts, and keep our numbers up to date so quarterly and annual reporting runs smoothly. Also to reconcile payable and receivable. Do summary through excel. Australian GST, BAS, and payroll legislation familiarity is essential so that coding is correct from the outset. Deliverables • Weekly transaction reconciliation and coding in Xero • Month-end review with any required accruals or adjustments entered • BAS data ready to submit at the end of each quarter I’ll share secure Xero access and opening b...

Our financial year has closed and I now need a full set of UK-compliant accounts prepared for a small limited company. The trial balance, bank statements will be supplied in Excel, along with access to our cloud ledger (Xero). The deliverable must include: • Profit & Loss (FRS 102 section 1A or FRS 105, whichever fits once you review the numbers) • Balance Sheet with all statutory notes • Statement of Cash Flows • iXBRL tagging ready for Companies House and HMRC submission Please apply normal UK GAAP presentation, reconcile every balance back to the trial balance, and flag any ledger issues you spot so I can clear them quickly. A brief hand-over call at the end to walk me through the figures will complete the assignment. When you respond, focus on you...

I need my Xero file set up correctly from day one and then taken care of each month so I can stay focused on running the business. The two areas that matter most to me are: • Invoicing & billing – creating branded templates, automating recurring invoices where possible, and making sure payments flow smoothly through Xero. • Financial reporting – configuring the chart of accounts, setting up tracking categories, and producing reliable monthly and year-end reports I can share with my accountant. No data migration is required; everything will be created fresh in Xero. After the initial configuration, I’d like you to handle the ongoing upkeep: keeping invoice sequences tidy, reconciling payments that feed in automatically, reviewing report layouts, and f...

We are seeking an experienced Workday Adaptive Planning Consultant to support a post-go-live environment focused on enhancements, reporting, forecasting, and user support. This is a hands-on consulting engagement, not a greenfield implementation. The right consultant has already worked inside Adaptive Planning environments and can operate independently with minimal ramp-up. The initial engagement is 2–3 months, with a strong possibility of extension based on performance and project needs. What You’ll Be Doing Support and enhance existing Workday Adaptive Planning models Build and refine reports, dashboards, and forecasting models Assist with budget-to-actuals reporting and scenario planning Partner with finance and FP&A stakeholders to gather requirements and deliver...

We are seeking an experienced Workday Adaptive Planning Consultant to support a post-go-live environment focused on enhancements, reporting, forecasting, and user support. This is a hands-on consulting engagement, not a greenfield implementation. The right consultant has already worked inside Adaptive Planning environments and can operate independently with minimal ramp-up. The initial engagement is 2–3 months, with a strong possibility of extension based on performance and project needs. What You’ll Be Doing Support and enhance existing Workday Adaptive Planning models Build and refine reports, dashboards, and forecasting models Assist with budget-to-actuals reporting and scenario planning Partner with finance and FP&A stakeholders to gather requirements and deliver...

I need my Xero file set up correctly from day one and then taken care of each month so I can stay focused on running the business. The two areas that matter most to me are: • Invoicing & billing – creating branded templates, automating recurring invoices where possible, and making sure payments flow smoothly through Xero. • Financial reporting – configuring the chart of accounts, setting up tracking categories, and producing reliable monthly and year-end reports I can share with my accountant. No data migration is required; everything will be created fresh in Xero. After the initial configuration, I’d like you to handle the ongoing upkeep: keeping invoice sequences tidy, reconciling payments that feed in automatically, reviewing report layouts, and f...

Saya sedang mencari bantuan keuangan berupa INVESTASI untuk memperbaiki kondisi ekonomi pribadi saya sebagai mahasiswa. Fokus utama saya adalah: • Menyusun strategi investasi sederhana namun efektif yang cocok dengan pendapatan terbatas dan risiko rendah. • Memetakan rencana jangka pendek hingga lulus kuliah serta proyeksi jangka panjang setelah memasuki dunia kerja. • Mendapatkan panduan langkah-demi-langkah: penentuan tujuan, pemilihan instrumen (misalnya reksa dana pasar uang, obligasi ritel, atau saham blue-chip), hingga cara memantau portofolio secara rutin. Saya membutuhkan penjelasan praktis dan mudah dipahami, termasuk template anggaran bulanan, tabel simulasi pertumbuhan dana, dan daftar aplikasi atau platform investasi yang relevan di Indonesia. Bila Anda b...

Hi Client, I’d be happy to support your monthly QuickBooks Online bookkeeping. I specialize in helping small businesses keep their records accurate, reconciled, and ready for decision-making. With around 50 transactions per month, this is a great fit for a consistent and well-organized workflow. Here’s how I can help you: • Reconcile all bank, credit card, and payment accounts • Categorize income and expenses based on your chart of accounts • Deliver clear month-end reports (Profit & Loss, Balance Sheet, Cash Flow) • Complete everything within your 5-day timeline I’m detail-oriented, maintain strict confidentiality, and communicate clearly if questions come up. I’m ready to start and would love to work with you long term. If you’d...

I’m looking for a seasoned personal-finance expert to map out a realistic strategy that will let me build a proper emergency fund. The core of the engagement is financial planning with a sharp focus on saving: I need a clear, step-by-step framework that shows exactly how much I should set aside each month, where that money should live (high-yield account, money-market fund, etc.), and what discretionary expenses I can trim without turning my lifestyle upside down. Here’s what the finished work should give me: • A snapshot of my current cash-flow, broken down into fixed, variable, and “nice-to-have” categories • A savings schedule that gets an emergency fund of three-to-six months’ living expenses in place within a realistic timeframe • Rec...

HI THERE GUYS I M LOOKING FOR A SIMPLE TO USE EXCEL DASHBOARD TO TRACK MY PERSONAL FINANCES BELOW THE LIST OF WHAT I NEED: - SUMMARY TAB: SHOWING NET WORK, DEBT vs EQUITY, LVR, GROWTH ( in trend chart) - BALANCE SHEET TAB: SHOWING A HIGH-LEVEL ASSET AND LIABILITIES - 4 PROPERTY TABS ( 1 FOR EACH PROPERTY): SHOWING LOAN AMOUNT, BALANCE, RENT etc.. - INVESTMENTS / PENSION CONTRIBUTION: SHOWING SOME FIGURES ABOUT MY INVESTMETNS AND RETIREMENT

We are hiring an experienced Excel financial modeling expert to develop a set of advanced financial Excel models for internal business use. The work requires strong financial logic, accuracy, and professional Excel structuring. This is not data entry or basic Excel work. Only apply if you have built serious financial models before. What You Will Develop You will build multiple Excel financial models, such as: Integrated financial models (Profit & Loss, Balance Sheet, Cash Flow) Budgeting and forecasting models Cash flow and runway models Unit economics models (LTV, CAC, break-even) Valuation and scenario analysis models Each model will be a complete, stand-alone Excel file. Deliverables (Per Model) Excel file (.xlsx) 5–10 structured worksheets Clear input and output sections...

Saya sedang mencari seorang mentor yang dapat membimbing saya langkah demi langkah untuk memperoleh penghasilan lewat investasi, khususnya di pasar saham. Pengetahuan saya masih dasar, jadi saya membutuhkan penjelasan yang mudah dipahami serta contoh konkret penerapannya di Indonesia. Yang saya harapkan: • Analisis kebutuhan awal—kondisi keuangan, tujuan, dan toleransi risiko saya. • Rencana investasi saham yang jelas: pemilihan broker, cara membuka akun, strategi membeli – menyimpan – menjual, serta manajemen portofolio. • Sesi tatap muka daring (video call) terjadwal, lengkap dengan bahan ajar, lembar kerja, dan tugas praktik. • Pendampingan untuk membaca laporan keuangan, memahami fundamental & teknikal sederhana, dan mengatur disiplin cu...

Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...

Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...

Je souhaite créer une activité de consultation en ligne dans le domaine Business et finance afin de travailler avec des clients du monde entier et générer des revenus quotidiens. Pour y parvenir, j’ai besoin d’un expert qui m’accompagne de l’idée jusqu’à la mise en marché. Vos missions : • Structurer une offre de services claire et rentable (conseil en gestion, planification financière ou stratégie marketing, selon la pertinence). • Définir le positionnement, la tarification et les outils indispensables pour des sessions virtuelles (Zoom, Calendly, passerelles de paiement, etc.). • Mettre en place un processus simple pour attirer, convertir et fidéliser les clients...

Saya sedang menyiapkan rangkaian tips cepat dan padat seputar keuangan pribadi yang ditujukan bagi para orang tua agar mereka bisa meningkatkan kondisi ekonomi keluarga tanpa harus membaca artikel panjang. Lingkup tugas: • Menyusun kumpulan tips praktis—ringkas, mudah dipahami, dan langsung dapat diterapkan. • Fokus pada manajemen pengeluaran sehari-hari, cara menambah penghasilan rumahan, dan kebiasaan menabung sederhana. • Setiap tip cukup 1–2 paragraf pendek atau poin bullet, cocok untuk blog maupun media sosial. • Gunakan bahasa Indonesia yang bersahabat, bebas jargon finansial rumit, tetapi tetap akurat. Keluaran yang saya harapkan: satu dokumen berisi sekitar 25–30 tips siap unggah, lengkap dengan judul mikro untuk tiap tip. Jika An...

I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...

Saya merasa arus kas mulai tidak terkendali dan membutuhkan panduan profesional untuk menstabilkan keuangan. Fokus utama saya adalah memahami posisi keuangan saat ini, menemukan kebocoran pengeluaran, lalu membangun anggaran yang realistis agar saldo kas kembali positif dan tetap terjaga ke depannya. Ruang lingkup yang saya harapkan: • Analisis singkat laporan mutasi rekening dan tagihan terakhir guna memetakan pemasukan-pengeluaran. • Rencana anggaran terperinci 3–6 bulan, lengkap dengan rasio tabungan, dana darurat, dan alokasi biaya rutin. • Rekomendasi pengurangan biaya serta ide meningkatkan pendapatan jika ada potensi sampingan. • Template sederhana (Excel / Google Sheet) untuk memantau cash-flow dan target bulanan. • Satu sesi tinjauan daring ...

I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...

I need a registered Australian tax agent to take my service-based business through a complete end-to-end review for the most recent financial year. The scope is straightforward: • Prepare and finalise the full annual income tax return, guaranteeing it is ATO-compliant and maximises all legitimate deductions. • Review, complete, and lodge every BAS for the year, ensuring GST, PAYG and any relevant instalments are reported accurately and on time. • Provide clear, actionable tax advice I can rely on for the coming year—particularly around cash-flow planning, GST obligations and any deductions specific to a professional services operation. My bookkeeping is up to date in Xero; ATO correspondence access can be granted via the agent portal once we engage. Acceptance c...

For business expansion I need a investor Pitch Deck

Saya merasa arus kas mulai tidak terkendali dan membutuhkan panduan profesional untuk menstabilkan keuangan. Fokus utama saya adalah memahami posisi keuangan saat ini, menemukan kebocoran pengeluaran, lalu membangun anggaran yang realistis agar saldo kas kembali positif dan tetap terjaga ke depannya. Ruang lingkup yang saya harapkan: • Analisis singkat laporan mutasi rekening dan tagihan terakhir guna memetakan pemasukan-pengeluaran. • Rencana anggaran terperinci 3–6 bulan, lengkap dengan rasio tabungan, dana darurat, dan alokasi biaya rutin. • Rekomendasi pengurangan biaya serta ide meningkatkan pendapatan jika ada potensi sampingan. • Template sederhana (Excel / Google Sheet) untuk memantau cash-flow dan target bulanan. • Satu sesi tinjauan daring ...

I need an experienced accountant to complete a deferred revenue schedule for a Hardware and SaaS company. The deferred revenue schedule will need to cover a 12-month period. After that, I need you to finalize the balance sheet and cash flow statement for the same 12-month period. Requirements: - Expertise in accounting, especially with deferred revenue and working capital of a seasonal business - Proficiency in Excel - Ability to finalize balance sheets and cash flow statements - will need to complete in about 2 days, P&L is complete Ideal Skills and Experience: - Background in SaaS accounting - Detail-oriented and accurate - Strong understanding of accounting principles and financial statements