Financial data analysis/ record checking/verifying information
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Post a project like this4331
$100
- Posted:
- Proposals: 8
- Remote
- #141773
- Completed
Business Planner, Business Support, Consultant, Accountant, Finance Manager, Marketer, Entrepreneur, Writer
Halifax
Full Stack Developer : WordPress | Shopify | Next.js | Nuxt.js | RN ( Mobile App Development)
Kanpur
827015980819539720921022708725591330066011079
Description
Experience Level: Intermediate
WE CANOT ACCEPT ANY BIDS ON THIS JOB FROM PEOPLE WITH NO PPH
REVIEWS. SORRY. PLEASE DON'T BID IF YOU HAVE 0 REVIEWS.
=======================================================
We need to have someone go through five years of our merchant payment
records (which is actually in one web-based site and the information is exportable
in .csv format).
You will need to export the data, and create a record for each client totting up
how much they have paid in total by month.
You will tot up clients whose payments have been successful/declined and
present a mail merge letter informing each client of their statement history and
what payments are due to be made. We will provide the letter, you will have to
create the mail merge using the source data you create/export.
You will report the amounts of the payments clearly within a spreadsheet. And
will compare this with the amounts on the clients contracts to see if and how
much they still have to pay. The contracts are in PDF format and access will
be granted to see it once you have finished getting the first step of the
information together.
The entire job would must take no more than 5 days (including the weekend)
with daily reports (and evidentiary excel with to date work) whilst doing it.
You will need to be discreet, and have to sign a confidentiality agreement in
order to do this work. Once the work is finished you must destroy all of the
financial and client data. It would be preferred that you are data protection or
other similar registered however this is not essential.
To ensure that there is nothing incorrect you will have to provide base
evidence that the senior accountant can check without having to go over the
entire job again.
We hope that this will lead to other similar jobs and therefore would like to have
someone with EXCELLENT ATTENTION TO DETAIL, A PERFECTIONIST,
EXCELLENT NUMERACY AND EXCEL SKILLS, FAST, EFFICIENT AND
SERIOUS ABOUT GETTING THINGS RIGHT FIRST TIME...
although this is not strictly an auditing or accountancy job, we welcome bids
from other specialties who have the skills to partake in this work.
WITH YOUR APPLICATION PLEASE SPECIFY:
1 What similar work you have done on/off PPH
2 When you would be able to start
3 What methodology you would use to approach this work
4 Whether you would shave interest in similar work in future
5 How long you perceive it taking you to finish the work.
We look forward to your applications. Good luck. We will be appointing
the job THIS WEEK.
REVIEWS. SORRY. PLEASE DON'T BID IF YOU HAVE 0 REVIEWS.
=======================================================
We need to have someone go through five years of our merchant payment
records (which is actually in one web-based site and the information is exportable
in .csv format).
You will need to export the data, and create a record for each client totting up
how much they have paid in total by month.
You will tot up clients whose payments have been successful/declined and
present a mail merge letter informing each client of their statement history and
what payments are due to be made. We will provide the letter, you will have to
create the mail merge using the source data you create/export.
You will report the amounts of the payments clearly within a spreadsheet. And
will compare this with the amounts on the clients contracts to see if and how
much they still have to pay. The contracts are in PDF format and access will
be granted to see it once you have finished getting the first step of the
information together.
The entire job would must take no more than 5 days (including the weekend)
with daily reports (and evidentiary excel with to date work) whilst doing it.
You will need to be discreet, and have to sign a confidentiality agreement in
order to do this work. Once the work is finished you must destroy all of the
financial and client data. It would be preferred that you are data protection or
other similar registered however this is not essential.
To ensure that there is nothing incorrect you will have to provide base
evidence that the senior accountant can check without having to go over the
entire job again.
We hope that this will lead to other similar jobs and therefore would like to have
someone with EXCELLENT ATTENTION TO DETAIL, A PERFECTIONIST,
EXCELLENT NUMERACY AND EXCEL SKILLS, FAST, EFFICIENT AND
SERIOUS ABOUT GETTING THINGS RIGHT FIRST TIME...
although this is not strictly an auditing or accountancy job, we welcome bids
from other specialties who have the skills to partake in this work.
WITH YOUR APPLICATION PLEASE SPECIFY:
1 What similar work you have done on/off PPH
2 When you would be able to start
3 What methodology you would use to approach this work
4 Whether you would shave interest in similar work in future
5 How long you perceive it taking you to finish the work.
We look forward to your applications. Good luck. We will be appointing
the job THIS WEEK.
Jamie S.
97% (12)Projects Completed
30
Freelancers worked with
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Last project
3 Sep 2016
United Kingdom
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