Financial Reporting Projects
Looking for freelance Financial Reporting jobs and project work? PeoplePerHour has you covered.
featured
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.
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Technical Architecture Contributions
Damyant software looking to build a solution architecture documentation Project Description: Dive into a cutting-edge infrastructure project designed for businesses looking to optimize their API management and enhance system reliability. We specialize in configuring and managing complex network setups involving Azure Load Balancers and Windows Failover Clusters. Our project aims to streamline operations and boost performance by effectively segregating API traffic and enhancing client-server interactions. Key Services Offered: API Traffic Isolation: Implementing advanced load balancer configurations to ensure API traffic is efficiently managed, avoiding unnecessary routing through Reporting Services. Direct Connection Setup for Clients: Facilitating direct connections for Rapid OA and GUI clients to a single PASOE instance, bypassing the load balancer for optimized performance. Failover Cluster Management: Utilizing Windows failover cluster for a robust active/passive deployment of critical services, ensuring high availability and system resilience. Custom Configuration: Tailoring interface patterns and endpoint configurations to meet specific client needs, with detailed planning and iterative enhancements. Project Highlights: Aligning with the latest technological standards, including updates to OpenEdge v12.8.2. Collaborating closely with industry experts and integrating feedback to refine our solutions. Preparing detailed designs for Azure Load Balancer settings, including necessary protocols and port configurations. Ideal for: Businesses in need of high-level API management solutions and failover strategies that require minimal downtime and offer maximum efficiency. Outcome: By partnering with us, you gain access to specialized knowledge and a tailored approach to managing your IT infrastructure. Expect improved system reliability, streamlined API traffic, and enhanced overall performance, aligning with the latest industry standards. Next Steps: Ready to optimize your API management and ensure your systems are failproof? Contact us today on PeoplePerHour to discuss your project needs and how we can achieve outstanding results together.
Interviewer/reporter/journalist wanted for zoom meetings
We require someone to deliver a series of prepared questions and script to leading university academics at (7am -9am IST) daily, these will be for figures in Australia, new Zealand and India over zoom all questions are prepared and sent to both you and the person being interviewed in advance, your job is simply to introduce the interview, and ask the questions one after each other, and record via zoom. no editing, and you wont be in final interview. graduate preferred, female preferred, but smart intelligent person preferred. £100 pm for 40 hours (2 hours per day)
17 days ago12 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.
5 days ago24 proposalsRemoteI need to get a fake LinkedIn Profile reported
I need help with reporting a Fake LinkedIn Profile so it can get removed. There is an account which is fake and I need to report it to Linekdin so they can remove it. If you have previous experience with this then please let me know
a month ago16 proposalsRemoteI need PowerBI and Pipedrive to be connected to visualise data
I need our Pipedrive account connecting to PowerBI and some dashboards and reports to be built in PowerBI that display data in Pipedrive.
9 days ago15 proposalsRemoteopportunity
Netflow (jFlow) Analyser & Zabbix Integration
We have a small estate of Juniper MX Routers, we need to understand our Network Flow and traffic analysis, but as we have such a small estate, commercial products are not viable. As the devices are behind a firewall, we will need a local collector agent and then report these values to Zabbix (somehow) to be displayed on a custom dashboard and reports/items. History should not need to be retained on the collector agent, as once the dataset is sent to Zabbix, the history should be built here. It is important to be open and scalable. We need to be able to display reports by the interface for the devices reported, with top talkers by ASN, IP and traffic information, to be able to make capacity and peering decisions. Project should be delivered as: - Zabbix Templates (to import) - Setup instructions for Netflow Collector - Setup instructions for Juniper MX Devices - Netflow Collector VPS could use ZabbixAgent and custom Items to report values, or make values available via SNMP for remote polling by zabbix
13 days ago14 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
4 days ago62 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
22 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.
16 days ago42 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.
17 days ago22 proposalsRemoteSpanish - English Translation
Hi, We are a UK based company requiring an Spanish to English translator to phone our Spanish suppliers in Spain on our behalf and report back. We require about 10 hours of work. Thank you
8 days ago53 proposalsRemoteGA3 Data Migration - Multiple Accounts (Portfolio of Sites)
Hello, I represent a business that has a portfolio of sites, we're looking to migrate GA3 data so that it can be retained, we're not sure of direction but we have some queries and considerations, including data consolidation and retrieval (Real-time reporting) via Google Data Studio or Looker Studio. I've attached a brief to provide some more context, happy to answer any queries. Thanks.
21 hours ago9 proposalsRemoteWomen'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.
19 days ago28 proposalsRemotePower BI Developer
Key Responsibilities: Develop functional & operational reports & dashboards. Build automated reports and dashboards with the help of Power BI and other reporting tools. Understand business requirements to set functional specifications for reporting applications. Be experienced in tools and systems on MS SQL Server BI Stack, including SSRS and TSQL, Power Query, MDX, Power BI, and DAX Be able to quickly shape data into meaningful reports and analytics solutions. Have knowledge of database fundamentals such as multidimensional database design, relational database design, and more. Analyse data sources and ensure data quality and integrity. Design and develop efficient data models in Power BI, ensuring optimal performance and scalability. Transform raw data into meaningful insights by implementing appropriate data transformations. Develop visually appealing and user-friendly dashboards, reports, and interactive visualizations in Power BI. Implement complex calculations and custom measures to meet business requirements. Leverage DAX (Data Analysis Expressions) to create advanced calculations. Integrate data from various sources into Power BI, ensuring seamless connectivity and data refresh. Utilize Power Query to clean, transform, and shape data for reporting purposes. Collaborate with cross-functional teams, including business analysts, data engineers, and IT teams, to ensure alignment with overall business goals. Conduct regular stakeholder meetings to gather feedback and make necessary adjustments to BI solutions. Provide training and documentation for end-users to ensure effective use of Power BI reports and dashboards. Monitor and optimize the performance of Power BI reports and dashboards. Ability of learning new tools to enhance the data quality and visualizations. Qualifications and Skills: Bachelor’s degree in computer science, Information Systems, or a related field. Proven experience as a Power BI Developer or similar role. Strong knowledge on Azure Data Lake, Data Factory and other data services Strong proficiency in Power BI, including data modelling, DAX, and Power Query. Solid understanding of relational databases and SQL. Experience in ETL processes and data integration. Excellent analytical and problem-solving skills. Strong communication and collaboration skills. Ability to work independently and as part of a team. Preferred Qualifications: Microsoft Power BI certification. Experience with other BI tools (Tableau, QlikView, etc.). Knowledge of data warehousing concepts. Familiarity with cloud platforms (Azure, AWS) for BI solutions.
12 days ago20 proposalsRemoteopportunity
Cryptocurrency address tracking report creation
This project requires developing a comprehensive investigative report tracing stolen cryptocurrency assets across distributed ledgers. A victim of digital currency theft requires assistance meticulously tracking movement of their funds across blockchain explorers to document address activities and value transfers in hopes of potential recovery. The goal is to generate a cohesive, evidence-based narrative of all relevant on-chain transactions and analytics pertaining to stolen cryptocurrency addresses. Skills in analyzing complex cryptocurrency transaction data and interpreting blockchain information are important to thoroughly map the flow of funds over time. The final deliverable must present a clear, linearly organized recounting of events suitable for contextual understanding by both technical and non-technical audiences. Ensuring a verifiable, precise account of all pertinent findings will facilitate potential prosecution, hopefully enabling restoration of lost cryptocurrency. Strategic investigative recommendations may offer new leads helpful for continued pursuit of justice. Precision record keeping and analytical problem solving talents are crucial for comprehensive development and documentation of all identifiable clues and recovery paths. Applicants demonstrating expertise deciphering distributed ledger technologies, with an eye for intricate transactional detail retrieval across public and private blockchains, would be well suited. Attention to organized data presentation and strategic thinking skills for interpretive recommendations are valued. The most qualified candidates will exhibit proven proficiency navigating cryptocurrency transaction histories, interpret multivariate on-chain relationships, and distill complex technical information into clear narratives supporting legal objectives.
a month ago13 proposalsRemoteUrgent Help - Salesforce flow and sdoc page numbering
HI I need urgent help in to create one simple flow where i get all the data and store in text variable which i can call on sdoc for reporting and secondly need to put page number on sdoc template.
13 days ago9 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.
7 days ago12 proposalsRemoteI need long-term high DA Backlink building
We seek a skilled freelancer to establish long-term backlinks for our AI homework help and AI girlfriend websites. We require SEO backlink resources with high adaptability to these two domains. To evaluate suitability, we request a sample list of sites. We also inquire about your long-term cooperation offer, successful cases, and a sample data report. Please provide your proposal, including pricing and expected results.
4 days ago24 proposalsRemoteopportunity
Content Similarity Analysis
need some help proving two accounts are being run and posted to by the same person. This needs to be done ethically but crucially any report would need to meet the threshold for a civil court case. Any additional ideas around proving similarity also welcome! To the named eye, it’s obvious who is behind the accounts. I need an actual, reputable report done.
a month ago20 proposalsRemoteopportunity
Linkedin Profile creation and Growth
I departed from the Insurance/Financial Services sector in 2019, having established and successfully exited a business, disillusioned with the industry. While I possess an existing LinkedIn profile from that period, I have no inclination to return to that field. Now embarking on a new role in a distinctly different sector, interfacing with entirely different professionals and companies, I require the creation of an entirely new LinkedIn profile. I seek guidance on effectively presenting my commercial background and achievements in this new context. Given the imperative for a fresh beginning, it is paramount that this profile rapidly cultivates pertinent connections. Advice on strategies to expedite its growth would be invaluable. Additionally, I am open to considering a minimum monthly payment arrangement for approximately six months, specifically directed towards direct marketing efforts such as posts and connections, to accelerate the establishment of my profile. Additional information will be provided to facilitate the above to the successful partner on this project
4 days ago34 proposalsRemoteopportunity
Netsuite - Development
We use Netsuite now for our CRM and need some help with setting up the below list in the system. • Integrate website leads into NetSuite ( with allocation permission remaining with the Sales Manager) our website is on a Shopify platform. • Manual entry of leads received from a direct call. • Visibility of the lead/deal journey • Ability to highlight hot jobs for the month over a certain $$ value. • Reporting matrix ( Spend less time reconciling spreadsheets and more time strategizing) • Set up templates for standard proposals, so that the sales team can add items out of the system and send out of the system.
4 days ago20 proposalsRemote