Chief Financial Officer Cfo Projects
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Seeking a Outsourced Chief Marketing Officer (CMO)
DO NOT CONTACT ME DIRECTLY RESPOND THROUGH THIS AD We are in pursuit of an exceptional outsourced Chief Marketing Officer (CMO) to lead and revolutionize the marketing strategies for our distinguished enterprises in the mortgage broking and telehealth sectors. Your role will be pivotal in driving our ambition to ascend as industry vanguards, demanding a blend of strategic foresight, marketing prowess, and a proven track record in enhancing lead generation and e-commerce conversion rates. Your Mission: As our outsourced CMO, you will embody the spirit of innovation and proactive implementation. Your responsibilities will span across comprehensive marketing efforts, requiring minimal supervision yet expecting maximal impact. You will be entrusted with the autonomy to craft and execute marketing strategies that align with our vision of market leadership. Key Responsibilities Include: Strategic Marketing Leadership: Develop, implement, and refine comprehensive marketing strategies that drive growth and position us as industry leaders. Lead Generation and E-Commerce Conversion: Leverage your expertise to significantly enhance our lead generation processes and e-commerce conversion rates, showcasing a portfolio of your successful projects. Digital Presence and Content Strategy: Amplify our digital footprint through strategic content distribution, leveraging platforms like TikTok, LinkedIn, and email marketing to enhance organic reach and engagement. Innovative Partnership Building: Identify and cultivate strategic B2B partnerships, particularly in the mortgage broking sector, to expand our referral network and drive business growth. For Business 1 - Mortgage Broking / Loan Broking (Australia): Execute a multi-faceted approach focusing on direct lead generation, digital presence expansion, and innovative B2B partnership cultivation. For Business 2 - E-Commerce (Telehealth): Drive e-commerce growth through expert social media management, email marketing, remarketing strategies, and influencer marketing initiatives. Candidate Must-Haves: Proficiency across all major social media and digital marketing platforms (LinkedIn, Meta, Twitter, Google, YouTube, etc.). Expertise in email marketing tools (e.g., Klaviyo, Mailchimp) and strategies. Demonstrated ability in lead generation, funnel optimization, and remarketing. Ability to generate organic leads and create viral content on TikTok. Experience in building and utilizing email marketing lists effectively. Bonus Qualifications: Experience managing diverse marketing campaigns, including blue-chip and international campaigns. A history of working across multiple industries and markets. Our Commitment: We are dedicated to fostering a dynamic and empowering environment for our CMO, providing the resources and content necessary for marketing success. In return, we expect a commitment to excellence, continuous communication, and an ever-present drive to innovate and optimize. If you are ready to take the helm and lead our companies toward unparalleled growth and industry leadership, we invite you to apply for this unique opportunity to make a substantial impact.
23 days ago15 proposalsRemoteopportunity
Azure Function App development
Immediate need for an app architect/senior developer (can be one person or more than one if a team/company) with good experience in Azure Function App design, development, testing, and documentation for an enterprise client I'm working with. Also require previous experience in SPO (SharePoint Online). You MUST have app architect level design and documentation skills and experience in UML. The client's sales division is creating a new SharePoint site where they need security and permissions assignment in a document library automated based upon values in AAD (Azure AD)/Entra. The site will have 2 "classes" of users, those that are 'sales reps' and those that are 'management'. There are multiple sales teams that these users are part of. In brief, the Function App would need to: - Create a new folder in the SPO library for each new sales rep when hired, and set permissions on that folder (and any folders that get created under it) such that only that sales rep, and their manager, and their manager's manager up to the chief sales officer, have access to the content in that folder. Obviously, the further up the org chart someone is in the sales division, the more folders they will have access to for the people that report to them. As such the Function App will need to parse and loop through the hierarchy in AAD/Entra and store those relationships and then use those to assign the appropriate permissions in AAD. - 2nd use case: where someone that is a sales rep gets promoted to a management role. In this use case the Function App would need to parse through the sales rep users that previously reported to another sales manager and realign the permissions on those sales reps folder structures to be under the newly promoted manager. - 3rd use case: a variation on the 2nd use case where someone already working for the company in a different role transfers in at a management level. In this use case the Function App would need to parse through the sales rep users that previously reported to another sales manager and realign the permissions on those sales reps folder structures to be under the transferred in manager. - 4th use case: When any of the users in scope for the Function App leave (voluntarily or otherwise) or transfer to a different department in the company, the client wants all of their content moved over to a different SPO site collection that none of the users in the sales division would have access to and the content being moved would inherit the permissions from that new site.
14 hours ago14 proposalsRemoteDynamic Assistant for Ortho Entrepreneur
We are seeking a highly organized and detail-oriented individual to join our team as a Virtual Assistant for an Ortho Entrepreneur. As the Virtual Assistant, you will play a crucial role in supporting the entrepreneur's daily operations and ensuring smooth functioning of their business. Responsibilities: Calendar Management: Schedule appointments, meetings, and events for the entrepreneur. Manage and update the entrepreneur's calendar with relevant information. Coordinate with other team members to ensure scheduling conflicts are avoided. Documentation and Organization: Maintain and update files, documents, and records related to the entrepreneur's business. Organize and prioritize tasks to ensure efficiency and productivity. Create and maintain a system for tracking important information and documents. Communication: Respond to emails, phone calls, and messages promptly and professionally. Handle incoming inquiries and direct them to the appropriate team member. Coordinate with clients, vendors, and other stakeholders to ensure effective communication. Project Management: Assist in planning and executing projects related to the entrepreneur's business. Track project progress, deadlines, and deliverables. Coordinate with team members to ensure project requirements are met. Financial Management: Assist in managing the entrepreneur's financial records, including invoices, expenses, and budgets. Monitor financial transactions and ensure accuracy. Prepare financial reports and presentations as needed. Online Research: Perform online research to gather information and insights for the entrepreneur. Stay up-to-date on industry trends, news, and regulations. Personal Assistance: Provide personal assistance to the entrepreneur, such as handling errands, scheduling appointments, and managing personal tasks. Requirements: Bachelor's degree in Business Administration, Marketing, or a related field. Proven experience as a Virtual Assistant or in a similar role. Excellent organizational and time management skills. Strong attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), and Google Suite (Gmail, Google Docs, Google Calendar). Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Flexibility to work on a remote basis and adjust to different time zones. We offer a competitive salary and benefits package, as well as a dynamic and supportive work environment. If you are a highly motivated individual with a passion for supporting entrepreneurs and contributing to their success, we would love to hear from you. Please submit your resume and a cover letter highlighting your relevant experience and qualifications to [email address].
a month ago21 proposalsRemote
Past "Chief-financial-officer-cfo" Projects
Online administration support for our Chief Financial Officer.
We are looking for an experienced administrator with a high-level of proficiency in business and financial language. The candidate must be able to work flexibly on a wide range of administration tasks, with discretion, speed and clarity of verbal and written communication. Email monitoring, arranging meetings and managing a responsive bring-forward and prioritisation system will be part of the remit. Hours are flexible and variable. We envisage a set minimum number of hours per week (5 hours) to cover standard meetings and communications and a degree of variability in the additional hours over and above this. A regular, focussed, online weekly meeting to take instructions and review progress and priorities would be important, with intelligent and responsive use of messaging systems and phone updates being the main means of communication. The role is for an initial fixed period of three months while we test the pros and cons of this means of support.
opportunity
CFO/Finance Consultant
As we move into a group structure and make some additional changes, we're looking for a CFO/Financial Consultant to assist with some changes, assisting and advising accordingly. We'll need help with MA, KPI's and Ratio Analysis. Freelancer must be UK based
Detailed Research and Data Structuring from the UK Company House
We are seeking a skilled individual to conduct comprehensive research by extracting specific data from the UK Company House website. The aim is to organise and structure this data methodically into a document as per our specified requirements. 1. Data Extraction: Navigate the UK Company House website to gather data. 2. Data Structuring: Organise the collected data into a well-structured format, ensuring clarity and ease of understanding. The structure should align with our predefined format, highlighting key aspects effectively. 3. Reporting: Compile the data and analyses into a comprehensive report, adhering to high standards of accuracy and professionalism. Skills Required: - Proficiency in navigating and extracting data. - Strong understanding of financial statements, corporate filings, and legal documentation associated with business operations in the UK. - Excellent skills in data organization and structuring, with a keen eye for detail. - Background in accounting or finance, with the ability to interpret and analyze financial reports accurately. - Proficiency in Microsoft Office or similar software, particularly Excel, for effective data management and reporting. This project requires a blend of research skills, a strong grasp of financial technicalities, and excellent data management abilities.
Market research lists
I need a researcher to provide information for the following lists and provide me with a deadline as to when this can be completed. 1) Event lists List of online and in-person events in 2024 spilt by UK, Europe and US that focus on: o Legal and Product events in high growth tech industries (FinTech/Alternative Finance, Workplace Technologies, Cybersecurity, Healthcare Technology, Edtech, Proptech, Insurtech, Gamification) o Patent events o University events o Library management events These events should have one or more of the following target audience: Research Lecturers, Tech Lecturers, Business Lecturers, Community Library Manager, Library Manager, Deputy Library Manager, Area Library Manager, Law Lecturers, Head of Product, Senior Product Manager, Chief Product Officer, Lead Product Manager, Director of Research, Senior Research Director, Chief Marketing Officer, Head of Marketing and Business Development, General Counsel, Commercial Lawyer, Commercial Director, Legal Counsel, Founder (smaller companies), Chief Financial Officer, Finance Director, Head of Finance. M&A Attorney, Corporate Counsel, Transaction Attorney, Licensing Counsel, Legal M&A Advisor, M&A Legal Specialist, Licensing Manager, Senior Legal Counsel – M&A and Licensing, M&A Legal Director, Intellectual Property (IP) Attorney – Licensing, M&A and Licensing Consultant 2) Publications, influencers and resources lists List of publications, influencers and resources including online newspapers, blogs, podcasts and influencers spilt by focus in the UK, Europe and US that focus on: o Legal and Product news and updates in high growth tech industries (FinTech/Alternative Finance, Workplace Technologies, Cybersecurity, Healthcare Technology, Edtech, Proptech, Insurtech, Gamification) as well as for academics o Patent news and updates These publications should have one or more the following target audience: Research Lecturers, Tech Lecturers, Business Lecturers, Community Library Manager, Library Manager, Deputy Library Manager, Area Library Manager, Law Lecturers, Head of Product, Senior Product Manager, Chief Product Officer, Lead Product Manager, Director of Research, Senior Research Director, Chief Marketing Officer, Head of Marketing and Business Development, General Counsel, Commercial Lawyer, Commercial Director, Legal Counsel, Founder (smaller companies), Chief Financial Officer, Finance Director, Head of Finance. M&A Attorney, Corporate Counsel, Transaction Attorney, Licensing Counsel, Legal M&A Advisor, M&A Legal Specialist, Licensing Manager, Senior Legal Counsel – M&A and Licensing, M&A Legal Director, Intellectual Property (IP) Attorney – Licensing, M&A and Licensing Consultant 3 ) Academic key contacts lists • List of key contacts and email addresses at schools, universities and libraries spilt by focus in the UK, Europe and US with the below job titles: Community Library Manager, Library Manager, Deputy Library Manager, Area Library Manager, Law Lecturers, Research Lecturers, Tech Lecturers, Business Lecturers, ICT Teacher, Business Teacher, Learning and Development Teachers
Virtual Assistant for Quotation Management and Data Entry
We are seeking a diligent and detail-oriented Virtual Assistant to assist with quotation management and data entry for our company. This role involves working with existing quotation formats and subcontractor quotes to create finalized quotations for our clients. The ideal candidate will be skilled in data entry, have a basic understanding of financial calculations, and be able to work efficiently under minimal supervision. Key Responsibilities: Accurately copy and paste information from provided subcontractor quotations into our company format. Calculate and add appropriate margins to the cost figures as per guidelines. Ensure the final quotation is formatted correctly and is free from errors. Manage and organize these quotations for easy access and tracking. Communicate effectively for any clarification or additional information required. Adhere to confidentiality agreements and handle sensitive financial information responsibly. Required Skills: Proficiency in data entry with a keen eye for detail. Basic understanding of financial concepts, especially margin calculations. Excellent organizational skills and the ability to manage multiple tasks simultaneously. Proficient in Microsoft Office Suite, especially Excel, or equivalent software. Strong communication skills in English. Ability to maintain confidentiality and handle sensitive information. Additional Information: This is a remote position and can be done from any location. The volume of work will vary, so flexibility with hours is preferred. We are looking for cost-effective solutions, so please be mindful of this when proposing your rates. How to Apply: Please submit your application along with: A brief introduction about yourself and your relevant experience. Your rate expectations. Any previous work samples that demonstrate your skills in similar tasks. We look forward to your applications and hope to welcome a new member to our team who can contribute to our ongoing projects with their skills and dedication.
I need LinkedIn profiles for 280 companies
I have a list of ~280 companies. I want you to find the following information for each company: LinkedIn Company page, Chief People Officer Name, Chief People Officer LinkedIn Page, Chief People Officer email (optional). I'd need this done by Monday. Could you provide a quote? Thanks! Hallie
Chief Technology Officer
Are you a visionary technologist with a passion for startups and a desire to shape the future of our Startup? We're on the hunt for a dynamic and driven Chief Technology Officer (CTO) to join our innovative team and help us revolutionize the Logistics sector. Our Startup is on the lookout for a dynamic and driven Chief Technology Officer (CTO) to join our innovative team and play a pivotal role in revolutionizing the industry. About Us: Our Startup is a transformative force in the Logistics sector, creating opportunities through a next-generation tech-enabled platform. With a dedicated and diverse team, we are poised to redefine the landscape of logistics. Role: Chief Technology Officer (CTO) Job Description: Equity-Only Role: This position is offered exclusively on an equity basis. Mature and Energetic Leader: We seek an individual with the experience and energy to drive change and invest time into our venture. Early-Stage Startup Experience: Previous involvement in early-stage startups is a significant advantage. Venture Growth and Investor Relations: The ideal candidate will have a proven ability to grow ventures, forge valuable partnerships, and attract investors. Technology Leadership: Lead the technology division, leveraging cutting-edge technologies and processes. Visionary Enabler: Build on the organization's vision with technology as a key enabler. Innovative Product Development: Identify new opportunities and develop products aligned with cutting-edge technologies. Vendor Management: Identify, negotiate, and manage vendor relationships. Cost-Efficient Solutions: Deploy, develop, and implement solutions in a cost-efficient manner. Tech Stack Definition: Define tech stacks with a focus on digitization. Responsibilities: Define and drive the technical vision, strategy, and roadmap for our products/services. Lead and mentor a team of talented engineers and technical professionals. Oversee product development, ensuring quality, scalability, and timeliness. Stay abreast of industry trends, emerging technologies, and best practices. Collaborate cross-functionally with other teams to align technical and business objectives. Architect robust and scalable systems to support our growth trajectory. Ensure compliance with data privacy and security regulations. Drive innovation and maintain a culture of technical excellence within the organization. Qualifications: Proven track record in technical leadership roles, ideally within startups or high-growth environments. Strong expertise in [relevant technologies or domains]. Excellent problem-solving and decision-making skills. Ability to communicate technical concepts to non-technical stakeholders. Preferred from IIT/IIM/NIT/BITS/ISB or any Premier Institute. The Successful Applicant Will Have: Experience in building scalable products, platforms, and modern technologies. Previous involvement in internet/e-commerce industry, B2C platforms, start-up setups is a plus. Hands-on experience in digital initiatives, big data, mobile apps, AI & ML, analytics, and business intelligence solutions. The ability to convert data into usable modern technology-driven solutions. Experience with Google cloud-related tech stacks is a must. Understanding of vendor partnerships and adeptness in cost-conscious decision-making. The capacity to envision a strategy and growth plans and execute the same. Openness to an assignment-based arrangement that may transition into full-time employment. Compensation: This position is being offered on an equity basis, demonstrating our commitment to building a team that shares in our vision and success. How to Apply: If you're ready to be at the forefront of innovation, submit your application via https://forms.gle/KzdwUB3Quq5A8t9K8 What's On Offer: Lead the technology vertical for a budding organization in the Logistics industry with a focus on implementing new-age technologies and driving the vision
Q4 new leads
need you to fill in a spreadsheet template which is split across 6 tabs. The companies listed on the spreadsheet are large-scale contacts, all contacts need to be UK - England based. In total, there are a total of 500 companies on the spreadsheet For each company, I need you to find 4 contacts. For the finance, recruitment, management and government tabs The roles I need are: CMO, Head Of Marketing, Marketing Director, Head of Diversity Equity & Inclusion Director, Diversity Equity & Inclusion, Director of Strategic Business Development, Head of Partnerships If you cannot find the roles above, I will accept the roles of; CEO, Vice President, Senior Communications Manager, Chief Financial Officer, Head Of Finance For the fashion and jewellery tab, I need you to find Head of marketing, Brand manager, influencer marketing manager, head of influencer marketing, market manager etc DEADLINE - 25.10.23 Spreadsheet link https://docs.google.com/spreadsheets/d/1NFEJzVNwOuaV5yB0_UN3GB1PeyhJp9SyHsL8MQx4pQo/edit?usp=sharing
opportunityurgent
Business Plan
Job Title: Business Plan Design for a Hotel Purchase Description: I am in the process of acquiring a hotel and need a business plan to present to administrators to demonstrate the viability of my plan and establish myself as a credible buyer. The focus should be less on extensive text and more on a visually appealing design. Requirements: Visually Appealing Design: The business plan should stand out visually, with use of infographics, charts, and other visual elements. It should be clear, professional, and engaging. Concise Content: While I need to present all relevant information, I prefer the content to be concise and to-the-point. Avoid lengthy paragraphs, and use bullet points, tables, and other design elements to convey the information. Strong Financial Component: The financial aspect of the business plan is crucial. This should include projected revenues, operational costs, profit margins, and other relevant financial metrics. The use of charts and graphs to represent financial data is highly recommended. Revisions: I would expect at least 2-3 revisions based on feedback. Deliverables: A PDF version of the business plan. Finance - spreadsheet Editable source files, preferably in a format compatible with Microsoft Office or similar software. Timeline: I am looking to finalize the business plan within 5 days Want to see examples of any Business plan / Pitch Deck - with Good design Experience in a Hotel would be ideal The Ideal person - will have time today to start the debrief - on a video call
(2) Q4 ESG Strategy New Leads
I need you to fill in a spreadsheet template which is split across 6 tabs. The companies listed on the spreadsheet are large scale contacts, all contacts need to be UK - England based. In total there are a total of 500 companies on the spreadsheet For each company, I need you to find 4 contacts. For the finance, recruitment, management and government tabs The roles I need are: CMO, Head Of Marketing, Marketing Director, Head of Diversity Equity & Inclusion Director, Diversity Equity & Inclusion, Director of Strategic Business Development, Head of Partnerships If you cannot find the roles above, I will accept the roles of; CEO, Vice President, Senior Communications Manager, Chief Financial Officer, Head Of Finance For the fashion & Jewellery tab I need you to find Head of marketing, Brand manager, influencer marketing manager, head of influencer marketing, market manager etc DEADLINE - 17.10.23 Spreadsheet link https://docs.google.com/spreadsheets/d/1NFEJzVNwOuaV5yB0_UN3GB1PeyhJp9SyHsL8MQx4pQo/edit?usp=sharing
Email marekting newsletter campaign series
We are a fundraising company and we need to recruit loads of new fundraisers to join our team. As a fundraiser their duties will involve collecting donations from passing members of the public on the street. They will be in a small team, approaching passers by and trying to get them to donate to the cause. The cause Our cause is the provision of a food bank service in London and surrounding areas. We are not just a normal food bank - the food we provide is of higher quality and freshly homemade, its not your average shop. As well as the food bank we also provide supportive accommodation for refugees, asylum seekers and vulnerable people in the UK In addition to that we also provide humanitarian aid and relief with international projects, such as the Moroccan earthquake most recently, and now the Israel and Palestinian conflict. Through working with local partners on the ground, we are able to deliver much needed aid and support - through the financial donations we receive from the British public. All our funds come from the donors on the street, we receive no help or relief from the government. Aims Our aim is to grow significantly over the next few years. We realise that we can only do that through expanding our team of fundraisers on the ground. We have set a goal of having 100 fundraisers by this time next year, for that we need to average around 5 new fundraisers a week - who hopefully stay with us and don't leave. However, we note that turnover for this job as a whole is really high, with the average street fundraiser staying in the job for only 3 months before finding something else. Therefore we also need to make the job itself more interesting, mixing financial incentives with non financial incentives to motivate people more. We are trying to position the job as a self employed role, whereby they can work whatever hours they want, clock in and out whenever they want, and earn as much as they want. All they need is some basic equipment that they can hold onto. Equipment they need All they need is a card terminal reader machine, I.D badge and uniform, which we provide them when they start. We send them to various hotspot locations for them to work, but they are also free to choose any spots they think might also be just as good for them. They will get initial training on the first day, where they will be supervised by a team leader and they will always have a team leader with them on a shift so they are not alone unless in some people prefer to work on their own, independently, this is fine and in this case they won't have a supervisor or need one. Pay Payment for fundraisers is on a commission basis. We used to do an hourly rate but found that many people abused this system. They would simply sit down all day and not work, and just collect their hourly payment. We are thinking of introducing a basic hourly pay, and topping this up with commission - this could work as well. Payment is made 3 days after each shift (except Sundays and Bank Holidays), by cash or bank transfer. Recruitment process 1. Someone applies for the job via the form on the landing page 2. We contact them by email or phone to ask them to come in for the 'trial', a 2 hour shift (paid for), we are the only place that pays people for their trial, nowhere else does this 3. They come in to the office for the trial shift 4. If they like it they come back every day (11am-6pm) Marketing requirement So we have created a simple landing page from which to recruit the applicants for the fundraising job. The landing page will capture their personal details, such as their name, availability, experience, email and contact number. This form is linked with our MailPoet email sending service. So what we need now is to create a series of automation emails that will be sent to the applicants over a series of consecutive weeks, to get them to come in for the first shift. A lot of people apply for the job but then that's it, they don't bother to attend the interview. Some people are not really interested in the job, they are just looking for something to pass the time until they find a more suitable job that is 9-5. The commission pay is a big turn off for many people, so we need to find a way to overcome this. The first email can be a welcome email, then a 'what to expect email', then more information about the job email, such as pay, timings, etc., then we can send more enticing emails, success stories, anything to get them to come in for the first trial really. We just need you to draft the content of the emails, the text and images, we can manage the publishing and configure it with MailPoet.
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Need a professional business plan for a USA E2 investment visa
I am looking for someone with a lot of experience to help me out with my business plan that I will be using it to apply for my E2 investment business visa for USA. REQUIREMENTS Writing an E-2 business plan is not that simple, since this document is written to impress USCIS. It contains some additional sections that directly address the requirements of USCIS which are as follows: An executive summary: the first two pages can be an executive summary of the business. These introductory pages of the plan can grab the attention of the immigration officer. The summary should briefly portray a nice, well-rounded picture of the enterprise. E-2 Visa Fulfillment: this section of the plan describes how the mentioned requirements of the USCIS are met. Value proposition: it describes how the business venture can be profitable to the U.S. economy. Business summary: a description offering the business details. Ownership structure and management: this section describes the involvement of the investor in the business and the roles and qualifications of the management team hired. Industry analysis: the industry analysis demonstrates an in-depth analysis and research on the industry. Market analysis: this section explains a complete analysis of the market and the competitors. It demonstrates the market segment the business is targeting and the demographics of that segment. Operating plan: this section will provide a wealth of information regarding the operating strategies of the business. Marketing strategies: the plan will include the marketing strategies of a company. Sustainability strategies: The USCIS prefers to approve those business plans that present an enterprise with planned growth strategies. Financial information: in this section, the financial condition of the entrepreneur is projected. Please contact me if you are qualified to do this type of work
Virtual Executive Assistant to Executive in the Finance Industry
We are seeking a highly skilled and organized Virtual Executive Assistant to provide comprehensive support to our finance, strategy, data analysis, research, and evaluation executive. This part-time role, initially requiring up to 5 hours per week, offers the opportunity for growth as our needs expand. We have a preference for a candidate in the US/UK/Canada. Responsibilities: - Conduct in-depth research on various financial topics, compile literature reviews, and summarize findings. - Stay updated with daily news relevant to the finance, venture capital, and private equity sectors, and provide concise news clippings. - Draft and edit emails and letters, ensuring professional and effective communication. - Create, edit, and/or add to PowerPoint presentations by synthesizing information into visually appealing decks. - Manage and maintain schedules, appointments, and travel arrangements. - Assist in organizing and coordinating meetings and conferences. - Handle confidential information with the utmost discretion and professionalism. - Be flexible, willing to learn new skills, and prioritize problem-solving to adapt to evolving needs. - Assist in gathering and analyzing data related to finance, venture capital, and private equity, helping to identify trends and insights. - Prepare detailed reports and presentations based on research findings, contributing to data-driven decision-making. -Collaborate with our executive on research projects, providing support in data collection, analysis, and interpretation. -Contribute to the development of financial models and forecasts. -Maintain a well-organized digital archive of research materials and resources for easy access and reference. -Perform other administrative duties as assigned. Qualifications: - Proven experience as an executive assistant or in a similar role. - Strong understanding of finance, data analysis, venture capital, and private equity. - Exceptional research skills, including the ability to compile literature reviews. - Excellent written and verbal communication skills. - Proficiency in Microsoft Office Suite, especially PowerPoint. - Highly organized and able to manage multiple tasks efficiently. - Ability to work independently and prioritize tasks effectively. - High level of integrity and confidentiality. - Flexible, adaptable, and eager to learn new skills with a problem-solving mindset. - Willingness to grow with the role. - Strong analytical skills with the ability to interpret and present data effectively. - Proficiency in data analysis tools and software (e.g., Excel, statistical software). - Familiarity with financial modeling and forecasting techniques. - Previous experience in research and data analysis within the finance or related field is a plus. - Detail-oriented and able to spot patterns and trends within datasets. - Comfortable working with quantitative and qualitative data. - Excellent problem-solving skills and the ability to draw actionable insights from complex data. - A passion for staying up-to-date with the latest industry trends and research methodologies.
Personnel Data Sourcing for Key Company Roles
Objective: We are seeking a dedicated team proficient in data sourcing, specifically for the direct contact details of personnel within specified job roles across various companies. The project will require precision, attention to detail, and a commitment to data accuracy. Scope: For the initial project, we require information from over 564 companies. However, this is the beginning of a series of tasks; successful and efficient completion will pave the way for numerous subsequent projects. Deliverables: 1. An Excel spreadsheet (a template will be provided for reference) detailing the following: - Company Name - Job Title - Full Name of the Person - Direct Email Address - Mainline Phone Number - Mobile Phone Number 2. The job titles we are particularly interested in are as follows: - CEO - CFO - COO - Financial Director - Head of Finance - Head of Payments - Head of Banking Along with any other SENIOR roles within financial related departments Requirements: > Expertise in data sourcing or relevant research methodologies. > A team capable of handling large datasets and ensuring the quality of the gathered information. > Commitment to data accuracy, ensuring the information sourced is up-to-date and pertinent. > Adherence to any and all data protection regulations and respect for privacy laws. Timeline: We appreciate an estimate of the time frame your team anticipates for the completion of the initial project. We look forward to collaborating with a team that values precision and efficiency. Kindly provide us with a proposal detailing your approach, experience, and any relevant references. Pricing will be agreed after.
Sales Manager
Are you ready to join our fabulous team? If you love working towards targets and managing a range of agents then we have the perfect role for you! Based in a great area in Bolton with easy access to the train station and bus routes is our fantastic office with a buzzing atmosphere! We are a Research and Development Tax specialist company, and we are looking for a Sales Manager with at least 5 years B2B team management experience, to support the expansion of our company. You will be speaking to directors and financial directors, so B2B experience as well as a good business knowledge is essential. We are looking for professional money hungry individuals who are serious about doing well and making a difference. You will be dealing with clients, prospects, warm enquiries, sourcing/generating, building new business and managing a growing internal and external sales team, so a car to get to and from the office in Bolton is essential. We currently facilitate up to 200 tax claims/rebates per month for Limited companies nationwide across all sectors. When successful, your role will include: · Recruitment and initial training of new starters, including liaising with external recruitment partners. · Providing ongoing support and direction to the team leaders and agents. · Motivating the sales team, facilitating daily briefs, debriefs and meetings with the sales office. · Line manager to our in-house BDM who deals with clients and referral partners. · Managing our field rep BDM and Client Relations Manager who are responsible for client visits for retention and referral purposes and onboarding new business. · Liaising with our in-house digital marketer for lead gen and marketing requirements. · Reporting to the Operations Director and 2 Managing Directors. · Providing regular updates on training and business development plans. · Collating and analysing data from the sales office, call stats, where business is coming from etc. · Managing any external introducers and home-based agents. The ideal candidate will be; · A strong level of knowledge in Research and Development tax benefits, finance or accounting sector. · We are looking for a very confident and tenacious individual who is money hungry and growth driven. · Working on their own initiative to represent the company. · An experienced manager within a call centre environment and cold calling experience. · A comfortable person with public speaking, holding meetings and face to face sales. · A strong performance manager with the ability to coach and grow both individual and team performance via clear and sustainable actions. · Reporting to the Ops Director and x2 Managing Directors, they will need you to be the link between them and the whole sales team with daily and weekly feedback to the management team. · Able to analyse KPI data and translate to clear actions that deliver sustainable growth. · An approachable, engaging, passionate individual with a strong work ethic and eye for detail. · Comfortable working to deadlines and targets in a fast-paced environment. · Flexible to the needs of the business. · Calm under pressure. · Experience in delivering feedback and setting SMART objectives. · Comfortable being accountable for all things sales.
Personnel Data Sourcing for Key Company Roles
Objective: We are seeking a dedicated team proficient in data sourcing, specifically for the direct contact details of personnel within specified job roles across various companies. The project will require precision, attention to detail, and a commitment to data accuracy. Scope: For the initial project, we require information from over 200 companies. However, this is the beginning of a series of tasks; successful and efficient completion will pave the way for numerous subsequent projects. Deliverables: 1. An Excel spreadsheet (a template will be provided for reference) detailing the following: - Company Name - Job Title - Full Name of the Person - Direct Email Address - Mainline Phone Number - Mobile Phone Number 2. The job titles we are particularly interested in are as follows: - CEO - CFO - COO - Financial Director - Head of Finance - Head of Payments - Head of Banking Along with any other SENIOR roles within financial related departments Requirements: > Expertise in data sourcing or relevant research methodologies. > A team capable of handling large datasets and ensuring the quality of the gathered information. > Commitment to data accuracy, ensuring the information sourced is up-to-date and pertinent. > Adherence to any and all data protection regulations and respect for privacy laws. Timeline: We appreciate an estimate of the time frame your team anticipates for the completion of the initial project. We look forward to collaborating with a team that values precision and efficiency. Kindly provide us with a proposal detailing your approach, experience, and any relevant references.
I need a logo created for a family office business
I need a graphics designer who can create me a logo for a family office. A family office is a private wealth management firm established by an ultra-high-net-worth family that provides that family with a selection of personalized services that include investment management, financial planning, estate and tax planning, philanthropic investing, concierge services. I need a well designed logo