Financial Modelling Analyst Projects
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Implement Automated Lead Nurturing System on Zoho CRM
Company Overview We empower entrepreneurs with the fastest way to get a professional business phone system. Our SaaS platform helps small businesses build stronger customer relationships and grow their sales. We are an early stage startup focused on emerging markets. Project Overview: We need a Marketing Automation Specialist to design and execute a lead nurturing system that maximises conversions on our website. This is a high-impact, time-sensitive project leveraging Zoho CRM to deliver a seamless customer journey from first website visit to closed sale. The ideal outcome is converting website visitors to paying customers within 1-30 days, utilising a multi-channel approach (email, SMS, WhatsApp, and targeted outbound calls). Success will be measured by clear increase in website conversions. Key Deliverables & Success Indicators: - Lead Segmentation & Scoring: A lead scoring model implemented in Zoho CRM that effectively differentiates between low, medium, and high-intent leads. Clear lead segmentation criteria based on demographics, website behaviour, and other relevant factors. - Automated Nurturing Workflows:Design multi-channel campaigns (email, SMS, WhatsApp) with a focus on providing value, addressing objections, and increasing conversions. (Consider a welcome series, educational content, overcoming objections, etc.). SMS and WhatsApp should primarily be used for time-sensitive offers and re-engagement - Integrated SMS and WhatsApp messaging workflows designed to complement email campaigns and boost engagement. - Create compelling email templates and messaging aligned with each lead segment and stage in the customer journey. - Build all necessary automation sequences in Zoho CRM, ensuring seamless lead progression based on engagement. - Telesales Integration: A system to identify high-intent leads who have not converted within 24 hours. Automated process to notify the telesales team and provide them with relevant lead information - Analytics & Optimisation: Zoho CRM dashboards tracking key metrics across all channels (email, SMS, WhatsApp, telesales). Weekly optimisation reports with actionable recommendations to improve campaign performance and conversion rates.workflows. Scope of Work and Timelines Phase 1: Strategy & Setup (Week 1 - 2) - Conduct an audit of existing website analytics and CRM data. - Develop a lead segmentation and scoring model. - Design a comprehensive lead nurturing workflow, including triggers, content themes for each stage, and channel selection. - Outline the telesales integration process. - Create email templates, SMS templates, and automation sequences. Phase 2: Launch & Optimisation (Week 3) - Launch the automated campaigns. - Set up dashboards and reporting in Zoho CRM to track lead progression, conversion rates, and channel performance. - Analyse initial campaign results and suggest optimisations to improve engagement and conversion. If you interested in this Job: - Submit your portfolio highlighting Zoho CRM lead nurturing campaigns. - Include 1-2 case studies showcasing successful automation projects you've implemented. - Briefly describe your approach to segmenting leads and designing a multi-channel campaign that converts.
Modelling and simulation with NetLogo
I need a developer or data analyst who is skilled at creating agent-based models with NetLogo. I have an existing model which I would like to analyse and extend for optimised performance.
4 days ago9 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.
a day ago9 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!
9 days ago0 proposalsRemoteDevelop 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!
24 days ago23 proposalsRemoteAI Automation Analyst
We are seeking a talented and experienced AI Optimization Analyst for consultation and implementation. As an AI Optimization Analyst, you will play a crucial role in enhancing the efficiency and performance of our artificial intelligence systems in the recruitment process and strategies to enhance active and passive recruitment by bringing various resumes to our database, phone numbers, email IDs, and other required things in the process. we have 4 lakh applicant profiles without resumes, and we need to bring resumes from various sources and paid portals . Doing this work manually is very time-consuming. Experience: 10+ years experience Tools: Experience with AI development tools and libraries. Soft Skills: Problem-solving abilities, effective communication skills, analytical skills, and collaboration skills. Portfolio: A strong portfolio showcasing your projects can be helpful. Project: Automation of recruitment process for staffing companies. The timezone is Indian Standard Time. Preferred individual freelancer (No companies)
16 days ago20 proposalsRemote3d modellers wanted
we require the services of a 3d modeller with advance understanding of game mechanics and an understanding of unreal engine in order to create a series of buildings within engine Plz DO NOT apply if you are not covered by the rate posted , if you do not check all the listed details and dont speak english Keep in mind that you need to include RELEVANT past work or be ready to provide test samples prior to your proposal been accepted for any additional details a short chat will clarify everything
2 days ago4 proposalsRemoteBusiness Model Consulting
I'm seeking a finance individual with CFO experience to provide me guidance on the key metrics of a successful business model for a property services company. What are the industry standards for costs per leads? lead to deal conversion rate? gross profit margin? operational profit margin and any other key metric that identifies a high valued successful property services business?
2 days ago14 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.
15 days ago41 proposalsRemoteUpdate 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.
12 days ago35 proposalsRemoteI need a complete system using machine learning model.
I am Syahirin. May I ask if you are free to do my project named Digital Stethoscope using Machine Learning? The objective of the project is to continuously diagnose respiratory sound using stethoscope every 6 seconds. I do actually have a model with 92% accuracy already but the problem is i have trouble to prompt the model to diagnose accurately since the components are cheap such as electret microphone connected to LM386 audio amplifier. Since i am new in this field, i have a bit of trouble to do this. I hope you can help me achieve the completeness of this project.
4 days ago0 proposalsRemoteNeed someone to find us models for website
We are looking for someone who is good at contacting people, telling them our key features, and convincing them to join our website. We are looking for content creator models, adult work like onlyfans. Let us know if you could find such models, and we can discuss price in private.
16 days ago11 proposalsRemotePower BI Support
Reporting to the Technology Manager, and in collaboration with IT, the BUMs and a team of PowerBI analysts, you will be responsible for: - Follow up on the enhancement and creation of the current company reports, from modeling to the creation of measures in DAX and requested charts. - Improve the connection of PowerBI with different sources (Hubspot, SAP B1, Bizneo, among others), analyzing the information that feeds the different reports. - Analysis of other analyzable business data such as KPI's of solutions or specific areas to create new dashboards, helping to improve the vision to Management for strategic decision making. - Improvement projects of existing reports.
16 days ago22 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.
24 days ago20 proposalsRemoteExpires in 5opportunity
Modelling in 3ds and vray ONLY
we are looking for 3d modellers in 3ds/vray that can modeller quickly without plans only using your eye in google maps. See attacehd an example, we produce construction animations but we need the surround and eixsting site modeled and texctured - typically no plans are available, its should take 5 working days, We have at least 4 of these project a month and enough to keep 1 modeler full time. If you are interested PLEASE do not send gaming, character, or interior visuals or put in a higher amount we jsut wont reply. there are so many modellers on there that are terrrible but sometimes we find really talented people! Please jsut get us in contact and can start chatting. Are our looking modellers in Ukraine Attached is a case study we always as people to compelete first, location is hjere google map: https://www.google.co.uk/maps/@53.7627599,-2.7086375,87a,35y,180h/data=!3m1!1e3 last image is a typical project
17 days ago28 proposalsRemoteArtisan Bakery Consultant
From proposition to launch. you will be developing a brief, creating a menu, establishing supply chains, producing recipes supported by full dish specifications, inc costings and step-by-step methodologies. Once development is complete you will be training the kitchen team and supporting the launch working with us to create ongoing financial business modelling and advising on all implementation of operational systems and processes. We need someone with skills in the following: Research, category analysis, recommendations Initial food brief and menu development Initial brand development Logo and brand identity Creative artwork package Brand application and integration Brand guidelines and applications menu development & training Menu creation Supply chain sourcing and set up Advise and support on kitchen design Dish by dish recipe costings and margins Menu ordering process and schedule Step by step dish specifications with images Kitchen team training and launch support Smallwares, packaging and consumables Advise on food and health safety processes Post launch menu performance reviews Commercial business modelling Indicative P&L development Labour and staff model analysis Menu analysis, labour, margins and controls Franchise operation manuals New site opening critical path EPOS systems and IT requirements Delivery aggregator set up and launch Commercial review and recommendations
3 days ago10 proposalsOn-site in London, GBCreate 3D model
Hello I would like create a 3D model of my ideaI. redesign my sculpture . I want it to work with 3D printer device. Kind regards Aziz
20 days ago19 proposalsRemote2D to 3D Conversion
We are seeking a skilled freelancer to convert a 2D image into a captivating 3D space. The project involves leveraging advanced 3D modeling techniques to breathe life into the image, creating a visually stunning and immersive experience. Key Responsibilities: 1. Analyze the 2D image to understand its composition and characteristics. 2. Develop a 3D model that accurately represents the image. 3. Apply appropriate textures, materials, and lighting to enhance the realism. 4. Ensure seamless integration of the 3D model into the desired environment. 5. Optimize the 3D model for performance and scalability. 6. Provide regular updates and feedback throughout the project. 7. Excellent attention to detail and a keen eye for aesthetics.
2 days ago31 proposalsRemoteopportunity
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.
22 days ago16 proposalsRemoteConvert Alias .Wire File into STP, IGES and Fix Surfaces
Hi, Please see the 3D CAD Model of a Porsche 718 Cayman GT4 on GrabCAD: https://grabcad.com/library/porsche-718-cayman-gt4-rs-1 This contains the Alias .WIRE File (alias model.wire). I need two things: 1 - Some surfaces are not joined up, but overlapping into each other, such as the rear end plates on the rear spoiler. See attached. I need clean surfaces that have edges where two surfaces meet. All these overlaps need to be fixed throughout the model. 2 - I want the fixed .Wire model and this Exported into the following formats: 1 - IGES 2 - STEP I need good surface file formats to import into SolidWORKS. The converted versions in the above link has faces missing and surfaces overlapping.
a day ago14 proposalsRemoteAI Expert - Local Language Models
We are seeking an AI expert to assist us in developing a tool that utilizes a local language model to read and analyze documents stored locally. The primary objective is to generate summaries or conduct content analysis. Another secondary objective is to be able to re-write large PowerPoint files without changing the content, just rephrasing. The expert will guide in selecting the most suitable LLM and installing it. They will also address any limitations of the chosen LLM and explore the possibility of automating content querying through tokens in Python, similar to ChatGPT. The successful candidate will have a strong understanding of AI and natural language processing and be able to write code to implement the desired functionality. We would prefer to use a well-known LLM to ensure the quality and availability of support/answers online for issues. the LLM will be given access to many internal documents so we have to know what is the best mechanism to load those documents. All documents have to be stored locally.
12 days ago35 proposalsRemote