Financial Analyst Projects

Prospect Intelligence Analyst | Research Assistant

ROLE OVERVIEW Our firm helps small service businesses in the US and UK identify and fix operational revenue leaks — the gaps that cause them to lose enquiries and bookings without realizing it. You sit at the front of our Prospect Machine. Each week you research small businesses, identify their primary revenue leak, score them, enrich decision maker contacts, and populate our structured prospecting tracker. Your output feeds directly to our Cold Caller and Business Systems Consultants. This is not a data entry role. It requires pattern recognition, fast decision-making from limited information, and the discipline to work at consistent pace to a fixed weekly deadline. CORE RESPONSIBILITIES • Source 150–200 raw businesses per week using scraping tools provided by company • Filter to 120–150 qualified SMBs • Review each business's online digital presence — website, booking system, social pages, and online reputation — and conduct test calls outside office hours to assess missed call risk and after-hours responsiveness. Identify the primary operational revenue leak based on what the evidence shows • Find and verify the decision maker via enrichment tools provided by company • Score each lead, flag Priority Leads, and escalate leads immediately • Populate the B2B Prospecting Tracker • Submit all deliverables via agreed upon platform and time. Onboarding Ramp Week 1— 50–60 leads, research and tracker only. Full SOP and training provided. Quality standards apply from day one. Week 2 onwards — Cold call script prep for top 20 Priority Leads added. Week 3 onwards — Industry community and directory identification added. REQUIREMENTS • Experience in B2B lead research, business intelligence, or structured data research • Able to make fast, confident decisions from publicly available data • Strong attention to detail — accurate entries matter more than perfect ones • Comfortable following a structured SOP independently, without frequent check-ins • Clear written and spoken English, with prompt communication COMPENSATION & STRUCTURE • $17.00/hr · 15 hrs/week · ~$255/week • Performance review at 45 days — rate increase available for strong performers HOW TO APPLY Begin your application with the word SIGNAL — applications that don't will not be reviewed. Then answer these two questions: 1. Describe a research or data project where you worked to a consistent weekly output target. What tools did you use and what was your weekly volume? 2. You're researching a dental practice. Their website has no online booking system — new patients are instructed to call during office hours only. There is no contact form and no alternative way to enquire outside of calling. In two to three sentences: identify the primary revenue leak, explain why it matters commercially, and give this lead a score out of 10 with a one-sentence justification. Note Question 2 has a clear correct answer. We are looking for specific, evidenced reasoning — not a general description of the problem.

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Business Analyst (ERP / Supply Chain / Distribution Systems)

We are looking for an experienced Business Analyst (BA) to support the next phase of an ERP system currently under development. Approximately 60% of the system has been completed, with a strong frontend already developed. Before moving into backend development, we require a skilled BA to review, refine, and structure the system from a business and process perspective. This role is critical in ensuring the platform aligns with real-world operational workflows, particularly in a distribution and supply chain environment. --------------------- Analyse current system workflows, identify inefficiencies, and define improved business processes across procurement, inventory, and sales. Document clear requirements and ensure alignment between business needs and technical development. - Create detailed documentation: - Business Requirement Documents (BRD) - Functional Specifications (FRD) - Process flow diagrams (As-Is / To-Be) - Define system workflows across: - Procurement & purchasing - Inventory & warehouse management - Sales order lifecycle - Logistics & dispatch - Credit control & payments - Support data modelling and system structuring - Work closely with developers to prepare for backend implementation

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Freelance Market Intelligence Newsletter Analyst

Please note that our project budget is USD 300 per month, and it may be adjusted based on the quality and level of your output. The payment method is monthly. We require one qualified newsletter to be delivered each working day, and we look forward to establishing a long-term collaboration. And could you please provide your resume/CV? I'd like to share it with my team. Objective Create a daily intelligence newsletter covering events and signals that may impact sales opportunities for a medical consumables company, particularly in: • Medical gloves • IPPP (Infection Prevention Product Portfolio) The newsletter will support sales teams, product managers, and company leadership. ________________________________________ Key Responsibilities 1. Daily Market Monitoring Track developments across the United States and major European markets, including: • Extreme weather events (hurricanes, floods, natural disasters) • Healthcare system developments • Major distributor activities • Hospital procurement signals • Regulatory or public health developments • Supply chain disruptions • Competitor movements Focus on events that may create demand for medical gloves or infection-prevention products. ________________________________________ 2. Newsletter Production Produce a concise daily newsletter (5–10 items). Structure: 1. Key Event 2. Location 3. Summary 4. Commercial Implication ________________________________________ Data Sources Typical sources include: • Government agencies • Healthcare procurement platforms • Distributor announcements • Industry media • Weather alerts • Public health alerts ________________________________________ Required Skills • Healthcare / medical supply industry familiarity (preferred) • Market research experience • Ability to identify commercial signals • Strong English writing skills • Familiarity with AI tools for summarization ________________________________________ Expected Time Commitment • Fully remote • Long-term collaboration preferred

Corporate Presentation, Financial Model : Shipping &Commodities

We are a private holding company with operating assets across commodities, natural resources, and technology. Looking to onboard a high quality freelance / part-time investment associate to support our Shipping, Commodities, and Resources vertical. Work would involve financial modelling, presentations and materials preparation, research, analysis and transaction support. Ongoing , repeat work across multiple assignments. Please see detailed description and criteria attached.

Regular posts on LinkedIn for a UK financial services firm

I’m looking for someone with financial services experience that can help us to develop a LinkedIn presence. Not looking for marketing or lead generation just regular posts so anyone searching for us can see we exist and have a good reputation.

I need a cashbook and petty cashbook

I need an auditor who can audit or check the financial statements

Looking for a Financial Advisor/Accountant for a Family Business

I’m reaching out on behalf of my household. We run a family business and are looking to work with a financial professional who can help us grow our wealth more strategically. We are interested in guidance with financial planning, improving our financial structure, and building strong financial habits as business partners and as a household. Ideally, we would like someone who can review our current situation and help us create a clear strategy for long-term financial growth and stability. This may include advice on budgeting, business finances, savings strategies, and overall financial management. We are open to ongoing consultation if the partnership is a good fit. Looking forward to connecting with someone experienced in financial planning and small business finances.

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Business plan, pitch deck and financial model for food startup

We are an early‑stage UK functional food brand and need help to prepare three items for investors: A concise business plan An investor pitch deck A financial model The project is food/FMCG related, so we would strongly prefer someone with experience in the food and drink industry and previous work on investor materials for food brands.

PT EA / Legal Coordinator — Birmingham — Remote and in-person

Freelance Executive Assistant / Legal Coordinator — Birmingham — Remote with occasional in-person meetings £25–£39/hour — 5-10 hours/week, flexible I'm based in the US and need a sharp, experienced professional to help coordinate legal and financial matters on behalf of a family member in Birmingham, a young woman who is inexperienced in financial/house management/and legal matters and needs help. This is ongoing, part-time freelance work. What's involved: Liaising with solicitors handling an LPA and will with mother in longterm care near Solihull Coordinating with a US-based immigration attorney Managing a house clearance and preparing a property for rental/sale in Solihull Communicating with banks, insurance companies, and estate agents Light bookkeeping and budgeting support Keeping me informed with regular updates What I'm looking for: Experience as a legal secretary, paralegal, PA to a solicitor, or similar Someone comfortable dealing with professionals independently Organised, discreet, and responsive by email Based in or near Birmingham for occasional in-person tasks Invoices as self-employed This is a small but steady engagement — the right person could see it grow as the estate matters develop.

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Senior UK Family Lawyer Needed

Advice Before Mediation (High Asset Divorce / Property & Business Interests) I am looking for a highly experienced UK family lawyer (preferably 15–20+ years experience, partner level solicitor or barrister) for a paid consultation to help me understand my position before entering financial mediation. This is not a request to formally instruct a solicitor for ongoing litigation at this stage. I am looking for strategic advice to understand my position and prepare for mediation. Background: • Married approx. 8 years • Two children (aged 6 and 2) • MIAM mediation process currently starting • I would ideally like to move toward shared parenting over time Financial situation is more complex than a typical case and includes: • Multiple property investments • Some assets acquired before the marriage • Property refurbishments and development projects • Company interests (trading business in health products sector) • Loans including family loans and commercial project loans • Rental income and mortgages across several properties I would like advice on: Likely financial settlement range in a case like this How courts typically treat non-matrimonial assets (assets acquired before marriage) How business interests are treated in divorce How property portfolios and associated debt are assessed Impact of shared parenting vs primary residence on financial outcomes Strategy for approaching financial mediation Risks I should be aware of before financial disclosure I am looking for: • A UK qualified family solicitor or barrister • Significant experience in financial remedy cases • Experience with property portfolios and business assets • Straightforward, pragmatic advice Format: • Initial consultation via Zoom or phone • Approximately 60–90 minutes • Happy to pay an appropriate professional fee for the right expertise Please include: • Your years of experience • Your current role (partner / solicitor / barrister etc.) • Experience with complex financial remedy cases Location is not important as consultation will be remote. Thank you.

Support Operations Analyst Needed for Remote Role

I am seeking a proficient Support Operations Analyst to enhance and optimize my customer support operations in a remote capacity. The ideal candidate will possess a robust analytical mindset, exceptional communication abilities, and a fervent dedication to refining processes that elevate customer satisfaction and operational efficacy. Key responsibilities include monitoring and optimizing support workflows, developing performance reports and dashboards, identifying improvement areas, collaborating with cross-functional teams, conducting data analysis for support issues, and creating comprehensive documentation for support processes. Candidates should demonstrate proven experience in customer support analytics or related fields, strong proficiency with data analysis tools, and excellent problem-solving skills. Familiarity with SaaS platforms and customer support systems is advantageous. This position offers flexibility, with options for part-time or full-time engagement and the potential for long-term collaboration.

Remote Property Management Specialist

Seeking an experienced Remote Property Management Specialist to oversee residential and small commercial portfolios. Responsibilities include tenant screening and onboarding, rent collection, lease administration, vendor coordination, routine inspections, maintenance oversight, and financial reporting. Must possess strong communication, problem-solving, and organizational skills, with familiarity in property management software and local landlord-tenant regulations. Proven track record in maximizing occupancy, minimizing delinquencies, and ensuring property upkeep required. Competitive, ongoing engagement.

Starting to use my dormant Ltd company

Hi, I have been trading as a sole trader for a number of years, and I have a dormant limited company that I would now like to begin trading through. I am looking for accountancy support, including: • Preparation of company accounts and corporation tax filings • My personal self assessment tax return (I am the sole director and shareholder) • Monthly PAYE, with a basic salary up to the personal allowance threshold if appropriate, and setting up and running payroll with HMRC • Advice on taking the remainder of my income as dividends My company year end is 30 April. I was planning to start trading on 1 May, although I am due several larger payments in April. Please could you advise whether it might be better to bring the year end forward? I work in Financial Services and all payments in and out are straightforward. There is no VAT. Could you give me a quote for the services above? I am not currently using accounting software. I can work with spreadsheets or with Pandle, which I have already signed up for. Thank you, Andy

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Form production which can be via a microsoft app or similar

We are a construction company based in the UK. I would like to design the following form types under one system/software: Induction form for when first entering a construction site Signing forms for daily contractors to use when they turn up and leave each site, these to record per site and also have a main data base of the records. site audit forms Snagging forms If possible all the above to work off the same application. And have a management level so as key personal can update, then middle management can request data/records, with site staff being able to set up and manage at a local level. I would like a facility that i can add additional forms onto. also i would like to produce dash boards that show Financial KIPs in the office. We record most of these currently onto excel, but i want to have a visual update that can is easy to integrate and update. If possible with live information or by requesting data and updating

Corporate Tax Consultant for VDA & Compliance - Bangalore

I am seeking a Chartered Accountant (CA) or Financial Consultant based in Bangalore to provide advisory services for a corporate transaction. Objectives: Provide a legal opinion on the classification of income for a business entity. Ensure compliance with Section 115BBH and Section 194S of the Income Tax Act. Assist in the preparation of specialized corporate invoices and Form 26AS/AIS reconciliation. Advise on FIU-IND reporting standards and documentation for bank-level transparency. Requirements: Must have experience in Indian Corporate Tax Law. Deep familiarity with digital asset reporting and TDS filings. Ability to provide an audit trail for business transactions. This is an Advisory & Documentation project. Payments will be made via [Platform Name] milestones based on delivered consulting reports and drafted invoices

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AI Monitoring Platform for UK Company Alerts

Project Title: AI Monitoring Platform for UK Company Financial Distress & Insolvency Alerts (SIC-Based) Project Overview: I’m looking for an experienced developer (or small team) to build an AI-powered monitoring platform or intelligent agent that tracks UK companies within pre-defined SIC codes and automatically alerts me when there are signs of financial distress or insolvency. The system should continuously monitor company data, detect risk signals, and provide both real-time alerts and structured reporting. Core Objective: To proactively identify companies within selected industries that are: Experiencing financial decline (e.g. credit score drop) Entering insolvency processes (e.g. notice of intent to appoint administrators) Showing early warning signs of distress Key Functional Requirements: 1. Company Data Collection The platform must: Pull and maintain a live database of UK companies filtered by selected SIC codes Sources should include: Companies House API Commercial data providers such as Creditsafe, Experian, Dun & Bradstreet (or similar via API) 2. Data Monitoring (Automated & Ongoing) The system should periodically (daily or weekly) re-check and update the following: Credit score (via commercial providers) Filing timeliness (overdue accounts, confirmation statements, etc.) Insolvency indicators: Notice of Intent to Appoint Administrators Administration Liquidation CVAs Director changes: Appointments Resignations 3. Financial Data Enrichment (Important) Where available, the platform should also pull and display from latest filed accounts: Turnover / Revenue Balance sheet data (e.g. total assets, liabilities, net assets) This can be sourced from: Companies House filings (accounts data) Or via commercial data providers if more structured/standardised 4. Alert Triggers The platform must generate alerts when: A company’s credit score drops by 5% or more Include the exact percentage drop in the alert Any insolvency-related event is detected, including: Notice of Intent for Administration Administration Liquidation 5. Alert Delivery Alerts should be sent via: Email (minimum requirement) Ideally also: Slack / Microsoft Teams Web dashboard notifications 6. Reporting (Key Requirement) The system must automatically generate and send: Daily report Weekly report Monthly report Each report should be delivered as a spreadsheet (Excel or Google Sheets) and include: Columns to include (minimum): Company Name Company Number SIC Code Date of event/activity Type of event (e.g. credit score drop, insolvency notice, director change) Previous credit score New credit score % change in credit score Filing status (on time / overdue) Insolvency status Director changes (summary) Turnover (latest available) Key balance sheet figures (assets, liabilities, net position) Reports should clearly show date-stamped activity and allow filtering/sorting. 7. Dashboard / Interface (Preferred) A simple dashboard to: View and filter companies by SIC code Track alerts and risk levels View historical changes and trends Export data 8. AI / Intelligence Layer (Optional but Preferred) Identify early warning signals before insolvency Highlight patterns (e.g. repeated late filings + score decline) Rank companies by risk level or likelihood of distress Technical Requirements: Experience integrating APIs (Companies House + credit agencies) Ability to build automated data polling (scheduled jobs) Cloud-based database and infrastructure Alerting and reporting automation Scalable architecture Data Sources (Must Be Used): Companies House API (free, primary source) Commercial credit data providers such as: Creditsafe Experian Business Dun & Bradstreet Please advise on: Best provider(s) to use API access requirements Ongoing data/licensing costs Deliverables: Fully functioning monitoring and alert system Automated reporting (daily, weekly, monthly) Spreadsheet output format Documentation and user guidance Ability to adjust SIC codes and thresholds Optional ongoing support Nice to Have: CRM integration (e.g. Zoho) Webhooks for automation Customisable reporting Data visualisation Budget & Timeline: Open to proposals – please include: Estimated cost Timeline Recommended tech stack Relevant experience / similar projects

Accounting Quickbooks

Seeking an experienced QuickBooks and Shopify accountant to perform monthly data reconciliation, bank consolidation, and Shopify order entry. Responsibilities include matching expenses and bank transactions, managing invoicing in QuickBooks, and configuring integrations to reconcile deposits and sales. Candidate must ensure accurate, timely records, resolve discrepancies, maintain clean ledgers, and optimize workflows between Shopify and QuickBooks for seamless financial reporting. Regular monthly deliverables and attention to detail are essential.

EMERGING Freelance Sales Manager

Your Responsibilities • Engage qualified interior design leads • Present the strategic and financial value of professional art advisory • Convert accounts and build long-term commercial relationships • Coordinate with sourcing specialists and advisors • Track and report pipeline development Ideal Profile • Commercially ambitious • Structured and analytical • Confident communicator • Fluent English • Comfortable working in a remote, performance-oriented structure Primary Markets: USA | EU | UK Expansion: Select international growth markets If you believe you have potential and want to develop it within a disciplined, talent-driven environment — we encourage you to apply.

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UK Crypto Tax reconciliation & data analysis

Description: We are a UK-based accountancy firm specialising in Crypto tax, and we are looking for an experienced Crypto Tax Data Analyst to support ongoing client work. This role is focused heavily on data analysis rather than traditional accounting. Scope of work includes: - Reviewing wallet and exchange data (CSV/API exports) - Line-by-line transaction analysis - Identifying and categorising taxable events under UK (HMRC) rules - Reconciling discrepancies across wallets, exchanges, and DeFi activity - Cleaning and structuring datasets for tax reporting - Supporting preparation of outputs for final tax review Typical clients include: - High-volume traders - DeFi users (staking, liquidity pools, bridging, etc.) - NFT traders - Individuals with complex multi-wallet activity Requirements: - Strong understanding of UK Crypto tax treatment (HMRC guidance essential) - Proven experience using tools such as Koinly, Recap, CoinTracking or similar - Ability to handle large datasets accurately and efficiently - Strong analytical mindset and attention to detail - Experience identifying errors, duplicates, missing cost basis, and incorrect classifications Nice to have: - Experience working with UK accountancy firms - Familiarity with DeFi protocols and on-chain activity - Basic Excel / data manipulation skills Engagement: - Ongoing work available for the right candidate - Initially project-based, with potential for long-term collaboration Trial Task (Important): - Shortlisted candidates will be asked to complete a paid trial task. This will involve reviewing a sample dataset and: - Identifying key issues (e.g. missing cost basis, incorrect classifications, duplicates) - Providing a brief explanation of how you would resolve them - Demonstrating your approach to structuring clean, usable data This is a critical part of our selection process to ensure candidates can handle real-world Crypto data complexity. To apply: Please include: Examples of similar Crypto tax work you’ve completed Which software/tools you’ve used Your approach to handling messy or incomplete datasets

Secure Temporary Storage for Personal Items (US Applicants Only)

I need a trustworthy and responsible person to keep a small number of my personal belongings safe while I travel abroad unexpectedly for a family matter. This is a simple, low-effort temporary role that mainly involves secure storage and brief daily checking of one device. Responsibilities: - Safely store personal items in a secure place. - Turn on the laptop once per day to confirm it powers on. - Do not access personal accounts, files, or passwords. - Notify me of any physical, technical, or security concerns. Requirements: - Strong sense of responsibility and honesty - Ability to follow clear written instructions - Respect for privacy and personal property - Reliable communication during the storage period Compensation: - Fixed payment agreed in advance based on duration - Flexible arrangement as long as daily checks are completed - This role is extremely easy and only involves basic safekeeping and a quick daily check. - No technical skills, financial activity, or complicated work is involved.