Financial Advisor Projects
Looking for freelance Financial Advisor jobs and project work? PeoplePerHour has you covered.
Update financial records
I need to post expenses to my quickbooks account to make them more true. Spanning a period of 3 years. Need to add in purchases for inventory, update investments made by owner. Reconcile monthly state,ents to QB.
13 days ago38 proposalsRemoteDEX Web 3.0 Financial Modelling Solution
am seeking an expert who can assist with financial modelling for an upcoming Web 3.0 project, a Decentralized Exchange (DEX). The focus will be on establishing a comprehensive economic framework, including but not limited to: - Detailed tokenomics: This will involve guidance on token distribution/allocation strategies, and defining clear token utility and use cases. The ideal freelancer should be experienced in developing robust token models for DEXs. - Revenue modelling: This would require identifying and structuring various potential revenue sources and strategies for the platform. Previous experience in revenue modelling for DEXs or similar platforms is highly desirable. No specific design preferences or visual concepts have been indicated for this project. Therefore, the ability to provide a clean, functional model that can effectively present complex financial data will be key. Knowledge and experience in DeFi, Liquidity Staking, Yield Farming, and Automated Market-Making will be a significant advantage.
2 days ago11 proposalsRemoteopportunity
MT5 to cTrader Conversion Specialist
We are looking for a skilled freelancer who can convert MT5 indicators and expert advisors to cTrader platform. The ideal candidate should have a deep understanding of both MT5 and cTrader platforms, along with experience in successfully converting indicators and expert advisors between the two. The main task will be to convert the existing MT5 indicators and expert advisors to work seamlessly on cTrader. Key skills required: - Proficiency in MT5 and cTrader platforms - Strong knowledge of MQL5 and C# programming languages - Experience in converting indicators and expert advisors - Attention to detail and ability to ensure accuracy during conversion This is a medium-sized project with an estimated duration of 1 to 3 months. We are looking for an intermediate level expert who can deliver high-quality conversions within the given timeframe.
16 days ago6 proposalsRemoteMortgage admin assistant
I am an experienced Mortgage Advisor based in the UK and I require an assistant to support my business for the foreseeable future. The role will require the individual to work approximately 3-5 hours per week to start with. The main tasks will include:- - Writing/ formatting letters to clients. - Updating client database. - Drafting email replies for the advisor - Summarising monthly expenses. - Contacting various banks and lenders for mortgage case updates. The ideal candidate should have an excellent grasp of general administrative tasks, and some experience in financial services/ mortgages would be beneficial but optional. Happy to give training if necessary. Ideally base in the UK Rate per hour: £10-20, dependent on individual skill and long-term commitment.
23 days ago42 proposalsRemoteNEEDED: Financial analyst with expertise in real estate industry
I am the owner of a 21-room residential building in a city called Noida located in Uttar Pradesh, in India. I plan to offer the property on lease, to organizations with offices nearby, for housing their own employees. I want the freelancer that I work with, to be able to do the following - --> Suggest a suitable property management software for me to use. - The software should help me manage any corporate leases I enter into, from a financial and operational standpoint. - The software should have ability for POS integrations, as I intend to open a banquet hall, cloud kitchen, BBQ centre, swimming pool, gym etc., within the building. - The software should have ability to manage and supervise the aforementioned businesses too. --> The software should be able to generate all the financial statements and reports I need, to be able to monitor the profitability and growth potential of my corporate lease business. The software should also help me figure out my tax implications. --> Give me a written summary detailing the exact steps I need to take, for the recording of any financial transactions, the books of accounts I need to maintain, the software and tools I need to make use of, in the easiest language possible. --> I would like all the financial statements I need, to be prepared before I begin the business, so that all I am left with doing, is inputting numbers and entries. --> The freelancer must be from India, preferably Uttar Pradesh, as they would understand the tax implications and financial responsibilities I need to be fulfilling a lot better, and because the business is based in India. --> The project above is not full-fledged, and is majorly consultancy-based, which involves at the most, creation of empty financial statements, which I will be expected to fill once business begins. Therefore, the responsibilities, compensation involved, time needed, all reflect the same. Thanks in advance for taking the time to read my project proposal, I am looking forward to working with one of you. Let's discuss the project more, soon!
10 days ago1 proposalRemoteopportunity
Financial Integration on Fintech App
We need a developer who can integrate an invoice discounting or line of credit part to my platform. We are looking for somebody who has experience with fintech and has integrated a delayed payment system onto a platform before. This will be on iOS, Android as well as a proprietary website.
24 days ago16 proposalsRemoteStamp duty advice on transfer of shares
Hi Professional advice is needed on the following topic: The client would like to receive an official advice/confirmation whether a UK Ltd was required to value its shares before a transfer of shares was carried out from an individual shareholder to a new UK LTD of the same UBO ( i.e. 5 ordinary shares were transferred from one individual to their own new UK LTD). If so, whether the stamp duty would apply considering it was between the same two UBOs etc.and whether any consideration per each share would and should have applied etc. I would be grateful for a reply and estimated quotation. The advice would need to be from a licensed UK tax advisor on their letterhead paper. Thank you.
7 days ago6 proposalsRemoteMt4 & mt5 ea needed non martingale for big accounts and vix 75
hello .. i was looking for an mt4 expert advisor .. for big accounts that can can split the lot when max lot is reached.. i need at least 20% monthly profit not big dd i dont want it for gold.. i dont trade gold only forex pairs please i dont want martingale or hedging i need fixed stop and take profit i want to see the results of live acc if available max period of time you have i want the settings that worked and gave the results shown and how it works ? also i need to try it demo before i buy it so you can send me locked limited for demo use. i also need an ea for vix75 (volatility index 75) mt5 ea if you have what i want please contact me with your price.. thanks
5 days ago6 proposalsRemoteurgent
Invest in a new business (financial statements, excel)
A university student seeks assistance with generating projected financial statements for an assignment analyzing the viability of an athlete camp venture. The freelancer will build multi-year income statements, cashflow statements, and balance sheets in Excel to model revenues, expenses, liquidity, and profitability on a monthly, quarterly, and annual basis for the first 5 years of operations. A discounted cashflow analysis and break-even calculation for year 1 will also be developed. Sensitivity analysis and interpretation of findings will be provided in a typed, double-spaced report with font size 12 discussing business viability and short to medium-term profitability based on the financial modeling and analysis conducted. Expertise in financial statement preparation and business valuation is required.
25 days ago21 proposalsRemoteExpires in 4Develop Financial Statement Model for a Publicly Listed Company
I am seeking a skilled financial analyst or modeler to develop a comprehensive financial statement model for a publicly listed company. This project requires a detailed understanding of financial accounting, corporate finance, and financial modeling. Objectives: Creation of a Dynamic Model: Develop a dynamic financial statement model that can forecast income statements, balance sheets, and cash flow statements for the next 10 years on monthly basis. the model will be based on 5 years of actual figures on annual basis. Scenario Analysis: Include capabilities for scenario analysis to assess the impact of various financial and operational strategies on the company's future financial health. Dashboard and Reporting: Create an interactive dashboard for easy visualization and analysis of financial data, including key performance indicators (KPIs) and financial ratios. Requirements: Expertise in Financial Modeling: Proven experience in building complex financial models, particularly for listed companies. Welling to put in the work and read the annual reports published by the company to identify all relevant information that will be used to drive the model Understanding of Financial Reporting Standards: Strong understanding of IFRS or GAAP, as applicable. Attention to Detail: Ability to work with precision and accuracy in handling large sets of financial data. Software Proficiency: Proficient in Microsoft Excel or other relevant financial modeling tools. Deliverables: A fully functional financial model in Excel or the agreed-upon software. A user guide or documentation explaining the model's structure, assumptions, and how to update it. A presentation deck summarizing key findings and insights from the model. Timeline: The complete model is expected to be delivered within 4 weeks from the start of the project. Budget: 200$ Please provide examples of previous financial models you have developed, especially those relevant to publicly listed companies. Looking forward to your proposals and hoping to collaborate on this critical project!
a month ago24 proposalsRemoteSeeking Freelance Bookkeeper for Odoo-Based Company
We are a company and we are currently seeking a freelance bookkeeper to assist with our company's bookkeeping needs using the Odoo platform. Responsibilities: - Manage financial transactions, including accounts payable and receivable, invoicing, and bank reconciliations. - Maintain accurate and up-to-date financial records using the Odoo platform. Requirements: - Proven experience as a bookkeeper or similar role, with proficiency in using the Odoo platform. - Strong understanding of accounting principles and practices. - Excellent attention to detail and accuracy. - Ability to work independently and meet deadlines in a remote work environment. - Good communication skills and the ability to collaborate effectively with team members and stakeholders. Benefits: - Flexible hours: This is a part-time role requiring a few hours per month, with the opportunity for additional hours as needed. - Remote work: Work from the comfort of your own home or preferred location.
6 days ago24 proposalsRemoteUK B2B EMAIL DATA
We are looking for IT Managers within UK companies with the below fields Contact Name Job Title - Network Manager / IT Manager / IT Director Company Name Company Sector - This is essential (Financial / Manufacturing / Warehouse / Travel & Tourism / Retail / Hospitality etc). Email Address (NAMED EMAIL ADDRESS - NO PERSONAL GMAIL / YAHOO ETC) Phone Number (if available not essential) Please provide a count of available data. Thanks, Jake
5 days ago61 proposalsRemoteFinancial entitlements for children with SEND- 1-2 page guide
I am looking for someone who is knowledgeable about financial entitlements for children with SEND. I run a Charity, 2 social enterprises and a business. Some of the work we do is free, but others at the moment we can only offer to schools or people paying privately. I have been told there is money available, but not enough providers to spend it on, for things like direct payments and respite. I need someone who already knows a lot about this, but is willing to ring up support organisations to clarify if needed. Who can put together a 1-2 page guide on the types of financial support for families of children with SEND, who may be eligible and how they can be used. I have a few different activities that parents have asked for help with funding for, so you would need to also check to see whether its possible to use these for direct payments and how to do this
23 days ago11 proposalsRemoteopportunity
Business Plan
I need a consultant to produce a business plan, to include executive summary, competitive analysis (UAE), business model, financial budgeting and planning, resourcing, etc.
17 days ago43 proposalsRemoteCosting project application
can you help me with develop a web application contain the below: 1- I log into the website using my username and password. 2- I choose to create a new project. 3- I write the project name, details, supplier's name, and supplier's information and upload the supplier documents. 4- I input the quantities and descriptions of the goods completely. 5- I enter the purchase price with VAT. 6- application will count the VAT percentage 7- application will count the (price before VAT, and after VAT and VAT price). 8- I input the commission percentage. 9- The program automatically calculates the purchase price, multiplies it by the quantity, and calculates the total. 10- The program also calculates the commission percentage, multiplies it by the quantity, and calculates the total. 11- There is an option for me to upload project files such as letters, quotations, and contracts. 12- After completing the purchase calculation. 13- I proceed to the next page, which is the merchandise sales page. 14- The program takes the project details and opens a field to input customer data. 15- The program also retrieves the quantities and descriptions from the supplier's field. 16- I input the selling price. 17- The program calculates the selling price, purchase price, and commissions. 18- There is a field to input expenses if any. 19- There is an option for me to upload project files such as letters, quotations, and contracts. 20- It performs financial analysis and generates details of profit, loss, commissions paid, and expenses. 21- There is a detailed report available. 22- There is an interface where I can view financial reports for each project. 23- Financial reports for all projects are available.
5 days ago33 proposalsRemoteBookkeeping for membership association
Scope of Work for Virtual Accounts Assistant Initial Effort (One-Time) 1. Identification of Suitable Online Accounting Software • Review the client's requirements and evaluate 3 top accounting software alternatives that would best fit the needs of the membership association. • Provide a detailed comparison of the features, pricing, and suitability of each recommended software option. 2. Setting up Chart of Accounts • Establish a comprehensive chart of accounts tailored to the membership association's financial structure and reporting requirements. • Ensure the chart of accounts aligns with industry best practices and facilitates accurate financial reporting 3. Uploading Historical Bank Transactions • Obtain the last 3 years of bank transaction data (PDF/CSV files) from the client • Upload the historical bank transactions into the selected accounting software • Ensure the accurate and complete transfer of all financial data 4. Allocation of Member Payments & Expense items • Identify and allocate all member payments to the individual member accounts within the accounting system, as much as possible using auto-allocation rules • Reconcile the allocated member payments with the bank statements to ensure accuracy • Allocate expense items to expense accounts 5. Reconciliation with Bank Statements • Reconcile the accounting records with the bank statements to identify any discrepancies or errors • Effect corrective actions of errors including via journals 6. Identification of Errors and Mistakes in Historical Financial Reports • Review the historical financial reports and identify any errors or mistakes that may have occurred • Provide a comprehensive report detailing the identified issues and recommendations for correcting them 7. Recommending Controls Improvements • Analyze the current financial controls and processes within the membership association. • Provide recommendations for improving the financial controls and processes to enhance the accuracy and reliability of the financial records Quarterly Effort • Allocate member payments received through the bank feed to the individual member accounts within the accounting system • Reconcile the allocated member payments with the bank statements to ensure accuracy • Prepare and generate the quarterly financial statements, including the balance sheet, income statement, and cash flow statement • Provide the client with the quarterly accounts and any necessary explanations or insights Pricing Send a fixed fee pricing that assumes 400 total members, with 200 active members The commencement of the services is scheduled for May 2024
23 days ago30 proposalsRemoteopportunity
Accountant Wanted for Flexible Remote Role
We're seeking a part-time Accountant to join our team in a remote capacity. This role offers flexibility, allowing you to work a few hours per week from the comfort of your own home. As an Accountant with us, you'll handle various financial tasks such as bookkeeping, reconciliations, and financial reporting. If you have experience in accounting principles, proficiency in relevant software, and a keen eye for detail, we'd love to have you on board. Apply now with your resume and let's discuss how you can contribute to our team!
25 days ago50 proposalsRemoteopportunity
I need a UK based Lawyer for partnership agreement (film)
We seek a skilled British legal expert to draft a partnership agreement for an independent web series project. The agreement will establish the remuneration, rights and responsibilities between the author of an original memoire and the film's producer and director for an upcoming low-budget feature. The attorney should have experience creating tailored contracts that clearly articulate the ownership and financial obligations for all involved parties throughout the various stages of pre-production, principal photography, post-production and distribution. Given the independent nature and budget constraints of this film, the agreement must concisely establish terms in a fair yet flexible manner to best facilitate collaboration while protecting each collaborator's contribution and prospective rewards. Primary responsibilities will include reviewing the screenplay and film concept to understand the scope and vision, discussing roles and expectations with clients, and then drafting a customized agreement that addresses copyright, profits sharing, creative controls, financial responsibilities in case of over/under budget, dispute resolution procedures, and other standard partnership considerations. The finished contract should be written in straightforward language accessible to all signatories and follow all relevant British media and intellectual property laws. Experience with film/TV production partnerships and UK entertainment law is essential.
8 days ago12 proposalsRemoteopportunity
FInance and Budget Accountant
• Production of management accounts at frequencies and specification determined by organisational requirements. Produce commentaries and monitor budgets • Creation of ad hoc reports for Senior Management, the Finance Committee and the NEC as required by operational requirements • Produce the year end accounts for the Financial Report • Production of annual returns to the Certification Officer • Assist with the coordination of budget processes • Administer the external annual audit processes • Assist in production of long term financial plans subject to organisational requirements • Production and filing of the VAT return and Corporation tax • To ensure all service level agreements are adhered to by the department, and developed where necessary
24 days ago16 proposalsRemotePrepare Management Accounts
• Production of management accounts at frequencies and specification determined by organisational requirements. Produce commentaries and monitor budgets • Creation of ad hoc reports for Senior Management, the Finance Committee and the NEC as required by operational requirements • Produce the year end accounts for the Financial Report • Production of annual returns to the Certification Officer • Assist with the coordination of budget processes • Administer the external annual audit processes • Assist in production of long term financial plans subject to organisational requirements • Production and filing of the VAT return and Corporation tax • To ensure all service level agreements are adhered to by the department, and developed where necessary
24 days ago20 proposalsRemote