Financial Planning Projects
Looking for freelance Financial Planning jobs and project work? PeoplePerHour has you covered.
featuredopportunityurgent
We need 3 custom 3D concepts created.
We need three unique 3D concepts created for our CRM. Concept 1: We need a 3D tooth designed as a sales funnel. This is a design to show how many of their customers are in which section of their pipeline. in this example please use: New Leads / Consultation Booked / Considering treatment / Treatment Plan Accepted. We will need a view of this with3/4/5/6/7 sections please. Concept 2: We ned a 3D chair in the same style of the tooth so it matches. The chair gets more filled with the more of the time you've used. We are going for a theme taking inspiration from Apple so this will need to match. To ensure you have read this spec carefully please quote upod3d at the start of your proposal. Concept 3: We need a standard 3D funnel we need this with 3/4/5/6/7 sections please. The budget is a guideline, we will not necessarily choose the cheapest. Please quote accordingly.
opportunity
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.
12 days ago39 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.
9 days ago33 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!
5 days ago0 proposalsRemoteFloor Plan and CGI of elevations
A 10m x 3m storage container that has been converted to a cafe, Inside floor plan required with internal and extrernal CGI
3 days ago19 proposalsRemoteopportunity
I need some drawings for small planning application
We are needing to put in for planning permission to replace a large glass window and replace it with bi folding doors. It is a commercial building in a conservation area but surrounding properties have the same and having spoken to the planning office its a simple application. What I require is some detailed drawings along with measurements that will be acceptable to the planning department. Am looking for this to be done asap
4 days ago41 proposalsRemoteTranslate Financial Documents
Hello freelancers, I am seeking a proficient translator to translate financial documents such as financial statements, tax documents, etc., from English to Spanish, Portuguese, and Dutch. The ideal candidate should be well-versed in financial terminology and possess excellent language skills in both English and the target languages. Requirements: - Fluency in English and one or more of the following languages: Spanish, Portuguese, Dutch. - Experience in translating financial documents is preferred. - Attention to detail and accuracy in translation. - Ability to meet deadlines. Project Details: - Type of documents: Financial statements, tax documents, etc. - Source language: English - Target languages: Spanish, Portuguese, Dutch - Word count: Approximately 1212 words - Payment: $55 for the entire project
21 days ago71 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.
19 days ago16 proposalsRemotePlans architect + building qs
I'm interested in your services could you kindly let me know the price for 10 sessions? David
9 days ago9 proposalsRemoteopportunity
Building Regs. drawings -Permitted Development
I need plans for an extension to extend ground floor roughly 4m x 4m with a high ceiling to accommodate staircase leading to first floor. I will supply scaled drawing of the existing ground and fist floor. Only require plans for building regs. since no planning will be required as it falls within permitted development. You take into account the cost of extension which must be kept to minimum Only send proposal if you are based in the UK
2 hours ago5 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.
21 days ago19 proposalsRemoteExpires in 9opportunity
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
19 days ago15 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
19 days ago20 proposalsRemoteMAKING CALLS TO COMPARE PLANS
We have been working on this project for more than a year and it is about comparing the plans of competing companies. Each call takes about 10 to 20 minutes depending on the agent you speak with. If you are flexible and have 20 minutes of your day, you are free to apply. • Males or Females • You will be provided with leads and a script, VoIP softphone and full support from our side. • 5 calls a week and fixed price per call. • The calls can be made from Monday-Friday during US business hours. (9AM-9PM EST)
15 days ago17 proposalsRemoteopportunity
Redesign of existing apartment building floor plans
I have a consented site with 140 odd apartments, I need to change the layouts to intensify the scheme to 180 units. I have the .dwg files that can be amended. Time to completion must be within 7 days. We will need to check and make any comments and these revisions be included. Finally we must receive a full drawing pack including site plan, bin bike store locations, elevations (which I have in .dwg format already). I have attached the second floor existing and my amends for the second floor as an example. There is 5 floors in total and then basement area.
7 days ago44 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!
21 days ago23 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.
a day ago21 proposalsRemoteReplicate a financial research paper
I need a skilled freelancer who can perform basic/intermediate financial data analysis and efficiently replicate the findings of a particular research paper, which I have chosen. Main responsibilities: - Collect public financial data relevant to the research paper - Analyze the data using Python to precisely mirror the paper's conclusions - Interpret the data analysis results Ideal candidate profile: - Experience in basic/intermediate financial analysis - Proficiency in data collection and analysis using Python A comprehensive understanding of the specific research paper's methodologies and conclusions would be an added advantage. Replicating this research paper precisely is highly crucial for my project. Therefore, a strong attention to detail is necessary. Please come equipped with the requisite skills and experience in financial data analysis and interpretation.
a month ago4 proposalsRemoteI need someone to help me replicate a financial research paper
I need a skilled freelancer who can perform basic/intermediate financial data analysis and efficiently replicate the findings of a particular research paper, which I have chosen. Main responsibilities: - Collect public financial data relevant to the research paper - Analyze the data using Python to precisely mirror the paper's conclusions - Interpret the data analysis results Ideal candidate profile: - Experience in basic/intermediate financial analysis - Proficiency in data collection and analysis using Python A comprehensive understanding of the specific research paper's methodologies and conclusions would be an added advantage. Replicating this research paper precisely is highly crucial for my project. Therefore, a strong attention to detail is necessary. Please come equipped with the requisite skills and experience in financial data analysis and interpretation.
a month ago11 proposalsRemoteI am looking to create 2 videos to send to new clients
I run a small financial planning firm in Cardiff and am looking to create 2 videos for new clients to introduce them to the team. The first will be emailed to a client when they first come onboard ... I'm looking at it being shot in the office, and with each of our team (of 4 staff) introducing themselves and their role. Around 30 seconds each. I've done one myself before, and like most people, we're not naturals in front of the camera, so thought a professional would have a better eye than me and my iphone!!! I would also like a 30 second of so montage video of the team interacting at the end whilst a voice-over narrators talks about what makes us different (obviously our use of dodgy client videos!!!!). I am happy to source the editing and narrator (unless you can deal with) but need the filming done properly! There will be a second short video to be created to send to clients before their first review, this will outline the process and set their expectations of what to expect from us. I need to work on the scripts etc. but I have a clear idea.
12 days ago1 proposalRemoteUK 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
2 hours ago30 proposalsRemote