Financial Reporting Projects
Looking for freelance Financial Reporting jobs and project work? PeoplePerHour has you covered.
Women's clothing E-commerce Site
I'm seeking a skilled WordPress developer to craft a women's clothing website. The site must function smoothly with minimal coding, ensuring easy updates on my end. Key features include: - Integration with a Saudi Arabian payment gateway - Compatibility with ApplePay - Ability for customers to manually input credit/debit card details - Ability for process order refunds. - Provide key dahsboards and reports for the website and financial insights. Although the site is for women, the design should be sophisticated, appealing and user-friendly. I'll provide all the necessary content, while the theme and layout rest on your expertise. Experience with e-commerce platforms, WordPress web development, and payment gateway integration is essential. Knowledge of Saudi payment gateway preferences will be a bonus.
17 days ago28 proposalsRemotePerfex CRM Custom Module Development
I'm looking for a skilled developer to create a module for my Perfex CRM that encapsulates a range of functionalities. Here's what I need: Overview Any specific type of loan Products that our organization creates for clients. Any loan account will be part of a product, so the terms and conditions defined when we create a product will then be used to set the accounts’ constraints. In a loan account We store all the information related to disbursements, repayments, interest rates and withdrawals. Features - Contact Loans - View All Contact Loans - Add New Loan - Bulk Repayments - Bulk Import Loans - Calculator - Settings - Reports Reports: - Collection Sheet: See all repayments due on a particular day. Designed for loan officers to use in the field - Repayments: This report shows the repayment made between the start date and end date - Arrears: This report lists all loans in arrears - Disbursement Report: Returns all loans disbursed within a certain time period with their amounts and basic information - Loan Account Statement: Generates Individual Loan Account Statement - Expected Repayments: This report shows the expected repayments vs actual repayments within the specified time period - Awaiting Disbursement: This report lists loans with awaiting disbursement status - Pending Approval: This report lists loans with pending approval status - Rescheduled Contact Loans: This report lists loans with rescheduled status - Written off Contact Loans: This report lists loans with written-off status Ideal Skills: - Experience with Perfex CRM. - Strong in PHP development, - Excellent understanding of CRM systems. Your proven experience in these areas would be a major plus. We're seeking high quality, professional work - please only apply if you're confident you can deliver this.
15 days ago16 proposalsRemoteBank Statement Conversion into Excel
I'm looking for a professional freelancer to convert a 300-line PDF bank statement into an Excel report for reporting purposes. The specific bank statement details that need to be included are Date and Description as well as Debit and Credit amounts. Key Requirements: - Extract date and description details from the bank statement - Extract Debit and Credit amounts from the bank statement - Must have a clear understanding of date formatting in Excel Ideal Skills/Experience: - Must have extensive experience in data entry and Excel - Should have a good understanding of banking terms - Attention to detail is critical - Previous experience in bank statement conversion will be advantageous.
15 days ago94 proposalsRemoteopportunity
Quantity Surveyor needed
Comprehensive schedule of materials, listing all materials required for the job, by delivery date and not simply a total amount. For example, bricks might be a total quantity of 10,000 bricks, but it wouldn't be feasible to order all this at once, we need to know when to order, at what stage of the build and how much of it. Another example might be steel beams, might need to order ground floor beams first, then first floor/2nd floor. The project will be a 18-Week Build with a 4-man team (2 x labourers, 2 x multi-skilled). Building regs, Structural drawings, Architect drawings, Landscape drawings, Drainage drawings, Site photos. Electrics/Plumbing - Socket/light/Radiator quantities provided to support the report.
5 days ago10 proposalsRemoteWCAG Compliance Check for Web Application
I seek an experienced web accessibility specialist to evaluate the conformance of a web application to international accessibility standards. Screenshots of the application's user interface will be provided for an accessibility audit against the Web Content Accessibility Guidelines. Features such as color contrast, alternate text for images, use of headings and form elements, and compatibility with assistive technologies need to be thoroughly inspected. Compliance with successive priority levels under WCAG 2.1 needs to be methodically established. A comprehensive report highlighting any deviations from guidelines and recommended remediations would be greatly appreciated. Accessibility is of utmost importance to ensure all users, regardless of ability or disability, can perceive, understand and interact with the information on our site. Your expertise in this specialized field will help strengthen our commitment to inclusive design principles.
6 days ago7 proposalsRemoteIT Project Manager
looking for an IT Project Manager, to play a pivotal role in driving strategically important IT and web projects organization. Your primary responsibility will be to oversee the design, development, and execution of multiple projects and initiatives. You will be responsible for working closely with senior business stakeholders, as a driving force to enable TM Forum to provide a consistently excellent digital experience to its members and achieve its strategic goals. Skills and Responsibilities Project Planning and Execution: Develop and execute comprehensive project plans, including scope, timelines, budgets, and resource allocation in a software development environment Define project goals, objectives, and deliverables that align with organizational objectives. Monitor and control project execution to ensure adherence to the plan. Facilitate sprint planning, daily stand-ups, sprint reviews, and retrospectives. Work closely with cross-functional teams to ensure agile principles and practices are followed. Foster a collaborative and self-organizing team environment. Stakeholder Management: Establish and maintain strong relationships with key stakeholders, including business leaders, clients, and vendors. Communicate project status, risks, and issues to stakeholders in a clear and timely manner. Manage stakeholder expectations and ensure alignment with project goals. Requirement Gathering: Collaborate with stakeholders to gather, document, and analyze requirements (Gherkin). Conduct interviews, surveys, and workshops to understand business processes and user needs. Create detailed documentation, including business process flows, use cases, and functional specifications. Risk Management: Identify, assess, and manage project risks and issues. Develop risk mitigation strategies and contingency plans. Proactively address potential challenges to ensure project success. Quality Assurance: Implement and enforce quality standards throughout the project lifecycle. Conduct regular reviews and assessments to ensure project deliverables meet quality requirements. Budget and Resource Management: Support the management of project budgets, ensuring effective use of resources. Monitor and control project expenses to stay within budget constraints. Reporting and Documentation: Prepare and present regular project status reports to leadership and stakeholders. Maintain comprehensive project documentation, including plans, schedules, and post-implementation reports
6 days ago15 proposalsRemoteBrochure needed for sales marketing
When creating a brochure for Jordan Ledger Skill Shortage Recruit, it's essential to highlight the key points succinctly and effectively. Here's a draft outline for your brochure content: Cover Page: Company name: Jordan Ledger Skill Shortage Recruit Tagline: "Connecting Talent, Fostering Success" Visual: Perhaps an image representing the textile industry or a diverse group of professionals. Introduction: Brief overview of your company's mission and values. Statement about specializing in textile staff recruitment across the UK. Services Offered: Textile Staff Recruitment: Highlight your expertise in sourcing skilled professionals for textile industry roles. Relocation Assistance: Emphasize your support for Ukrainian nationals relocating to the UK, including finding sponsors and providing financial guidance. Multinational Team: Showcase the diversity of your team, including Romanian, Polish, and Ukrainian recruiters. Why Choose Us: Experience: Mention the years of experience your company has in the industry. Personalized Service: Highlight your commitment to tailored solutions for each client. Success Stories/Testimonials: Include quotes or case studies from satisfied clients. Contact Information: Provide contact details for inquiries, including phone number, email address, and office location. Back Cover: Company logo and additional contact information.
15 days ago37 proposalsRemoteStory-Based Video Game Development
IN NEED OF CREATIVE THINKERS AND DEVELOPERS EFFECIENT WITH TWINE OR PROGRAMS SIMILAR TO TWINE. The selected developer will produce two deliverables. First, a comprehensive final report documenting the design process from initial understanding through ideation and analysis. A template will be furnished to ensure inclusion of pertinent details. Second, an operational Twine prototype capturing the envisioned game's core narrative through multiple branching storylines. Players should have their progression shaped by decisions at intersection points. Visuals are not required at this stage, rather the focus is effective communication of plot and characters through clickable text. Applicants possessing a portfolio demonstrating storytelling aptitude within virtual spaces are encouraged to apply. Proficiency with Twine's node-based system for building choose-your-own-adventure games is essential. The successful candidate will bring creativity and strong written communication skills to bring the initial concept to a playable form, laying the foundation for eventual full development.
14 days ago6 proposalsRemoteWeb-Based Database for Business Registration
Need a web-based database for businesses to register, visualize and search. Features: • Super admin can access, edit all the data and setting the site name, footer and logo, can create users. • Admin user can access all the data. • User based on District: can only access and edit only District records. • Integrate mail box/chat to registered business email (text and attachment). • Expire date notification: one month before notification warning/alert and email to registered business email and warning list in dashboard. Dashboard • Total registered business (number) and pie chart by Business status: (Ativa, Suspensaun) • Total registered business (number) and pie chart by Gender/Sex: (Feto, Mane, Seluk) • Total registered business by District (chart) • View Registered business with Map • Pie chart registered business number by employee number • Pie chart registered business number by capital of investment • Chart registered business with business area/activity Report List View • List all registered business: multiple filters with all the row/records • Can view a business record • Can edit a business from the list • Can export to PDF a business • A total number always shown in the list of the filter/selection Note: District users can access only that specific District data and all search, filters preferred auto results (ajax). I am open to suggestions on features that could enhance the usability and efficiency of the database. Ideal candidates for this project should have experience in: - Web development - Database management - User access control - Data visualization, particularly with charts and graphs and also map. Please provide a proposal outlining your approach to this project, along with any relevant experience you have in similar projects. Details of the forms are attached.
10 days ago13 proposalsRemote
Past "Financial-reporting" Projects
1 PowerPoint slide design
Objective: Design a single PowerPoint slide that visually represents the concept of financial independence. Content: See attached PowerPoint for our first drawing Graphics: Use mainly graphics (minimal text). Animation: The slide should animate portion by portion. Explanation: The design should allow us to talk people through the concept. We want it to be editable in PowerPoint. Style: Font Poppins. See attached brand guidelines to make it super easy Project Timeline: This is a 1-day project.
I require a new logo for a new business
I require a new logo for our new Financial Services business based in Birmingham, United Kingdom. I have put together a pdf brief containing further information. Ideally, i require a simple, fresh, elegant bold design. The beauty of this logo should be in it's simplicity whilst conveying a strong, robust trust-worthy message.
Adjusting a research report in Canva
I need help adjusting a research report in Canva: Main tasks: - Changing the size of the main text to Poppins size 10 throughout the main text of the report - Making sure all pages are well-formatted (e.g., the columns displaying the text are the same length and width, text is justified left and there are no “holes”) - Formatting the references to endnotes as superscript in the text. Currently, they appear as plain numbers. - Figures 2, 3 and 4 need to be re-designed because they look bad and unprofessional. Should be re-designed in a simple way, in line with the format of the rest of the report. - In general, check that the report looks good, clean and is consistent. Figures, tables and other elements are well-inserted. I attach a sample of a report I consider well-designed.
Story-Based Video Game Development
A final report and a story prototype implemented in Twine. A final report. This document will consist of a first part that gives track of the challenge understanding, ideation and analysis phases. An interactive, clickable story prototype (implemented in Twine) that presents various narrative paths based onuser choices. This prototype should reflect the storyline of the game being designed.
Improve design of a WordPress site
We have recently moved a data reporting website which is mostly only open to clients to WordPress. We need someone to help us manage the design using WordPress. Most work is for the home /landing page of the site only however minor tweaks on internal pages too. Please provide examples of your work.
opportunity
I need a small ecommerce website for gambling tips
I seek a skilled web designer to build a basic ecommerce platform within WordPress focused on providing gambling tips and advice. The successful candidate should have experience integrating a direct debit payment solution to allow users to subscribe to premium tipping services or tutorials. Design and development should result in a clean, easy to navigate site focusing on an engaging user experience. Key requirements include implementing a subscription model whereby visitors can elect to sign up for recurring tips/guidance delivered directly to their email or through a telegram group. The designer will be responsible for styling site elements, laying out page sections, and curating or editing user-submitted images to complement various betting strategies and recommendations. Proficiency with PHP, HTML, CSS, payment gateways and managing a database is essential. User registration and account systems need to allow for profile details, payment histories, and accessing archived content and materials. Payment processing should integrate with popular processors to securely store financial information. Analytics and reporting functions would benefit site administration. A responsive design is preferred to accommodate all devices. Quality assurance testing will ensure a bug-free launch. The goal is to launch an informative yet visually-pleasing hub for enthusiasts seeking an advantage. Creativity, strong communication and timely completion of milestones are valued. Samples of previous WordPress projects incorporating similar features would be beneficial for selection. I welcome proposals from designers able to deliver this project on schedule.
PowerPoint Slides - Visually Clear/Effective Slides Needed
I need to create 3-4 slides for a demonstration that shows the financial health of my company. The forecast of my business projection over the next 3-5 years and the revenue, profit, margins. I need to show off my business plan to the fullest. Therefore I need someone to spend the next 7 days creating the set of slides for my presentation. This will include my logo, and I will give you the figures but YOU need to make the whole slide 'Stand Out' You need to have experience. We are on a VERY tight budget. To give you an idea the attached is a-part of our business plan. this needs to go into the powerpoint and the figures need to look good and the chart impressive. To be accepted you need: 1. to show me what you can do from the figures ive provided as a quick test. 2. demonstrate your artistic and business flair. 3. confirm you can do this asap. I WILL NOT ACCEPT: 1. links to and websites or brochures or business cards you have done. 2. Unless you can send me an example of a short slide deck relevant (I emphasise relevant) you will be rejected. 3. you will be rejected if you have NOT read all of this as it wastes my time and yours. 4. higher prices will be rejected even if you are the best powerpoint expert on the planet. Its a fixed fee. THIS WILL GO INTO ESCROW - DO NOT ASK FOR ALL THE MONEY UP FRONT. YOU WILL BE ALLWED 50% ONLY. work to start Friday 3rd May to be completed by Wednesday 8th May 2024. you are to deliver: slides. Font type. any animation or graph - details. supply colours used. you are to use my Company Logo. you are to make any last minute revisions.
Logo for a web site
- A logo required for this web site: http://kaufenmietenvergleich.de/ It should reflect two themes, dark and light. Therefore either two logos should be done (with different of border color/fill up colors) or one logo (but which will look evenly good on dark and light background). As part of this assignment also favicon needed (it will be either the same image as logo or a less detailed logo image) Rough ideas for logo. We need a logo of property. It should be encircle in emblem. Under property we should have crossed keys. A logo should convey a volatile nature of financial market (there are always ups and downs; times of grows and crises). Then we have 2 alternatives for logos. #1. Old Nobel aristocratic mansion, with bull and bear symbols for financial markets. Here some starting points for such logos: https://drive.google.com/drive/folders/1f1G6cml5Ts8zZruxf6JLHHmHDaMIz0Fg #2. Silhouette of modern house. with either a line resembling stock development or arrows showing up and down (maybe with % sign next to them), reminding again about prices going up or down. Here is a link of some ideas: https://drive.google.com/drive/folders/1q48At8pzlNc_0ODhHfAwuDDKhHAUC7nE Concerning domain name as it describes what web site does: "Kaufen" in German means buy "Mieten" in German means rent "Vergleich" means comparison/check. UPD: for Ideas whether we need a single logo for two themes or only one, you can check Binance web site. As they have yellow logo, it looks equally good on dark and on light mode. But they change background for other icons depending on selected theme. - For this website: https://cashbackfuchs.de/ a simplified version of logo for favicon is required. As starting point this sketch can be used: https://drive.google.com/file/d/1ZY7NefinMwIdcScqCmYSie1X4yuozxeD/view I have a source file of initial SVG icon, it should be just simplified. As the first website is not in the final version, a requirement may come to replace a color code for shade or background in the ready icon after an official handover. Execution time is 5 working days. You should work iteratively: show me drafts first and then we will refine them together (as opposite to show the very final version of logo). Start is on next day after I accept your proposal. In your proposal only 1/3 of total sum should be locked in escrow account. The rest will be transferred by successful delivery. If you wont succeed to deliver after 5 days, there will be delay penalty: total payment will be reduced by 1/4; delay by one more working week (5 extra days) - reduction by 1/3 or 1/2. If is sound strange, you can check my reputation on my profile as Buyer. Or contact people with whom I have worked already. With potential candidates I will have a video call. You would need to have a working video camera and show your face (this is a MUST) and share your screen at the same time. I will ask you couple of questions about your previous projects (you would need to have prepared them) and will ask you to draw a simple task. Please try to write a short and concise message as part of your application (no need for a standard lengthy copy/paste message). PeoplePerHour should be only one platform we will communicate. Therefore no need to try to take a shortcut and contact me on any other platforms. You can propose your own price for this assignment, but please bear in mind, that you will compete against other people. If you have question, feel free to ask
Infographic card
I require minor revisions to be made to an existing infographic dashboard card comprising around 10-12 data field updates. The current dashboard is designed as a PDF document, however future iterations will necessitate editable figures. Therefore, the selected designer will be asked to recreate the visual layout and design of the card in a vector graphics format while incorporating the amended figures. The infographic card contains various statistical representations and performance indicators. The updates required relate primarily to quantitative values within selected datasets shown on the card. The overall visual style and qualitative elements shall be retained, only the specified numerical fields replaced. Familiarity with Adobe Illustrator or similar vector drawing software would be preferable to reformat the file as a scalable file type allowing adjustments going forward. A clean, clear visual communication style has been employed in the original design. The updated file should maintain graphical and layout consistency while swapping revised statistics. Attention to detail is important as the card forms part of routine management reporting. Candidates experienced in data visualization, infographics creation and desktop publishing software would be well-suited for this task. Kindly provide examples of your previous work of a similar nature and turnaround time needed to complete the updates.
Website review
An international financial planning firm seeks opinions on refreshing their current Squarespace website to portray a more sophisticated, corporate image aligned with finance. Initially seeking recommendations on graphic updates as a short-term solution, longer term consideration is given to a full website overhaul. (www.hebdenconsulting.com) The company assists British expats worldwide and currently feels their site resembles a travel company rather than financial services. Feedback is requested on realigning visual design and messaging to better reflect the firm's advisory services. Experience reviewing websites and providing strategic recommendations for corporations looking to refine their online presence would be well-suited for this opportunity. Open to hearing your quote for the work. I look forward to hearing from you.
Report Design
I seek a skilled document designer to refine a 20-page sector report created in Microsoft Word. As an energy consultancy, our reports would benefit greatly from a more polished, professional template that captures the essence of our brand. Your task will be to analyze our existing document, understand our industry and client needs, then thoughtfully redesign the report template. It should incorporate our logo and color palette in a clean, visually appealing layout that allows for easy editing of content. The new template should feature well-organized sections, consistent formatting, and aesthetic touches to ensure the report naturally conveys our expertise at a glance. Examples of your previous report or document design work best show your creative abilities and suitability for this project. A cost estimate to complete the redesign work is also requested. Experience working with consultancy clients in any industry will be valued. Please provide samples of your design portfolio that highlight your skills in document styling and template creation. I look forward to reviewing submissions from designers with proven experience bringing more visual impact to professional written reports.