Financial Planning Projects
Looking for freelance Financial Planning jobs and project work? PeoplePerHour has you covered.
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.
42 minutes ago9 proposalsRemoteFloor plan
Designer or CAD (or other design) designer / technician required to draw up a bathroom plan from sketch and dimensions provided. Then requires two layout bathroom options as floor plans - sketch provided but ideally person has experience of space planning and UK building regs / bathrooms. Once this is complete, hopefully elevations would follow. Turnaround would ideally be this week. Please quote either per hour and hours required to complete or also fine to quote for the job. Helpful to indicate elevation time too if required as follow on.
3 days ago40 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
9 days ago56 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.
7 days ago16 proposalsRemoteMatrixOut.com searches Social Media Expert
Company Overview: MatrixOut.com is a leading online platform dedicated to providing innovative and effective financial education. Our courses and resources are designed to empower individuals to achieve financial success. Job Summary: We are looking for a versatile and highly organized Digital Marketer to join our team
9 hours ago10 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.
9 days ago16 proposalsRemoteExpires in 21opportunity
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
7 days ago13 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
7 days ago19 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)
3 days ago17 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!
9 days ago15 proposalsRemoteSite plan with layout and schedule of accommodation
I require an experienced CAD architect to update an existing site plan drawing with an accompanying schedule of accommodation. The schedule should clearly articulate the proposed internal layout and dimensions of the residential units marked on the external plan. A sample drawing is provided as a visual reference to ensure the final output aligns with my design vision. Specifically, the professional will need to open the attached CAD file and skillfully modify the 2D layout to incorporate labels and a keyed schedule identifying the main living areas within each dwelling - such as kitchen, lounge, bedrooms and bathrooms. Text annotations should be placed strategically near the respective floor plan outlines but avoid obstructing other relevant technical specifications. Quality and accuracy are of utmost importance as the drawing will facilitate stakeholder reviews and potential planning approval processes. The bidder should have extensive competency in AutoCAD or similar software, with a portfolio demonstrating past experience delivering scale plans, schedules and associated architectural documentation for small to medium sized housing developments. Applicants are requested to carefully review the example illustration to comprehend the required standard and expected level of precision in dimensioning, line weights, text styles and overall visual presentation. Upon awarding of this fixed price project, I request the revised CAD document is returned promptly within 3 business days to meet my urgent time constraints. Only bids providing assurance of the candidates ability to complete the work before the deadline and as per the technical specifications outlined herein will be considered
3 hours ago11 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.
16 days 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.
16 days ago11 proposalsRemoteopportunity
Getting financials in order
Marty is seeking a freelancer to assist with organizing their financial books using the ember software. The freelancer should have experience with the software and be able to provide assistance with data entry, reconciliation, and reporting. The project requires a high level of accuracy and attention to detail, and the freelancer should be able to work independently and meet deadlines. Marty is looking for a long-term relationship with a freelancer who can provide ongoing support and maintenance of their financial books.
a month ago27 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
6 days ago10 proposalsRemoteSenior Accountant - International Operations
Job Title: Senior Accountant - International Operations Location: Remote About Us: We are a leading group in the luxury food industry, encompassing Exmoor Caviar, Shah Caviar, and Caviar Biotec. Our mission is to deliver unparalleled quality and sustainability in caviar production and distribution. With offices in the UK, US, and The Netherlands, and a customer base spanning the UK, EU, South Korea, Australia, and the US, we are dedicated to excellence and innovation in our field. Job Summary: As a Senior Accountant for International Operations, you will play a critical role in managing and integrating the accounting functions across our brands. This role demands a high level of proficiency in cost accounting, financial planning, and forecasting to support our dynamic and growing business. The ideal candidate will be a strategic thinker with a keen eye for detail and a passion for driving financial efficiency and effectiveness in a global setting. Key Responsibilities: Develop and maintain comprehensive cost accounting systems and practices to ensure accurate costing of products across all brands and locations. Lead financial planning and forecasting processes, including budget development, variance analysis, and financial modeling to support strategic decision-making. Ensure compliance with local, state, and international financial and tax regulations across all operating locations. Coordinate and prepare internal and external financial statements in accordance with GAAP and other applicable standards. Implement and oversee financial controls and processes to mitigate risk and enhance the accuracy of the company's reported financial results. Collaborate with cross-functional teams to support and drive business initiatives, providing financial insights and analysis to facilitate informed decisions. Manage and support the accounting team, fostering an environment of continuous improvement and professional development. Liaise with external auditors, tax advisors, and financial institutions as required to support financial operations and compliance. Keep abreast of industry trends, developments in accounting standards, and best practices to ensure the company's accounting practices remain current and competitive. Requirements: Bachelor's degree in Accounting, Finance, or related field. CPA or equivalent qualification preferred. Minimum of 5 years of experience in accounting, with a strong focus on cost accounting, financial planning, and forecasting, preferably in the food industry or FMCG sector. Demonstrated experience in managing accounting functions across multiple countries and dealing with international tax and financial regulations. Proficient in ERP systems and accounting software, with advanced Excel skills. Exceptional analytical, organizational, and project management skills. Excellent communication and interpersonal skills, with the ability to work collaboratively in a remote, multicultural environment. Fluent in English, with proficiency in additional languages considered an asset. What We Offer: A remote and flexible working environment. Competitive salary and benefits package. Opportunities for professional growth and development within a dynamic international company. A supportive and inclusive culture focused on innovation, quality, and sustainability. How to Apply: If you are passionate about making a difference in the luxury food industry and meet the above criteria, please submit your resume and a cover letter detailing your experience and why you are the ideal candidate for this role to [insert application email or platform]. We thank all applicants for their interest, but only those selected for an interview will be contacted.
17 days ago15 proposalsRemoteopportunity
Business plan writer with access to investors
We seek an experienced business consultant to craft a strategic plan to propel our budding media enterprise. Our ambitions include producing a portfolio of impactful documentary films and low-budget independent features aimed at global audiences. The successful candidate will possess proven acumen in devising comprehensive yet pragmatic plans, with emphasis on financial projections and go-to-market strategies. Established connections in investment circles that could expedite attaining development capital or full backing for our seed initiatives would be highly preferable.
15 days ago19 proposalsRemoteDocument Preparation and Fundraising Support
We are seeking a skilled professional to assist us with document preparation and fundraising support for our development project. The ideal candidate will have experience in the following areas: - Document preparation for funds - Fundraising strategies and techniques - Financial analysis and modeling - Grant writing and proposal development - Investment pitch deck creation Responsibilities: - Collaborate with our team to gather necessary information and data - Create and edit documents such as business plans, investor presentations, and grant proposals - Conduct research to support fundraising efforts - Assist in developing fundraising strategies and identifying potential investors This is a medium-sized project with an estimated duration of 3 to 6 months. We are looking for an intermediate-level professional with a proven track record in document preparation and fundraising support.
a day ago6 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
6 days ago27 proposalsRemoteUrgent logo design
We require the design of a new brand logo to represent our growing start-up business. As a fledgling company operating in the financial technology sector, we aim to portray an innovative yet sophisticated image through our visual identity.
a day ago37 proposalsRemote