Financial Research Projects
Looking for freelance Financial Research jobs and project work? PeoplePerHour has you covered.
featuredurgent
Telesales executive
We seek an accomplished telecommunications representative to contact mortgage leads via an automatic dialing system. This representative must possess superb English communication skills to effortlessly engage clients. The primary responsibilities will include completing a thorough lead inquiry form by capturing all pertinent client details. Additional information gathered should aid our financial advisors. Upon acquiring all necessary data, the representative will promptly transfer qualified prospects to our advisers or schedule appointments for future contact. The ideal candidate will dedicate three hours daily during flexible hours and one evening each week between 4:30 PM to 7:30 PM. Strong interpersonal and listening abilities are essential to qualify interested parties, determine their needs and eligibility, then expedite seamless hand-offs. Previous experience excelling in high-volume outbound calling environments with quantifiable performance metrics preferred. Experience successfully conveying complex product specifics to a wide range of consumers in a compliant, customer-centric manner is ideal. The ability to document thorough records of all interactions systematically for follow up by our team is important. Interested and qualified applicants Should submit a resume highlighting qualifications and quantitative achievements. Budget £15 to £20 per hour
opportunity
I need a financial analyzer to analyze financial statement
We are seeking a financial analyst to review our financial statements and provide recommendations on how to increase profits and reduce expenses. The ideal candidate will have a strong understanding of financial analysis and be able to analyze data to identify trends and patterns. Additionally, the candidate should be able to provide insights on key figures that can enhance the overall health of the company and the best plan strategy for diversifying our business. Responsibilities: 1. Review financial statements and other financial data to identify trends and patterns 2. Analyze key figures such as revenue, expenses, and profit margins 3. Provide recommendations on how to increase profits and reduce expenses 4. Develop and implement financial plans and strategies
2 days ago27 proposalsRemoteResearcher/Writer
Job Description Groundbreaking not-for-profit (NFP) seeking a researcher, writer and research project manager with a proactive approach. This one-of-a-kind NFP is in the process of forming a high-caliber team and looking to grow with the help of an indispensable researcher-writer, one with a can-do attitude, acute attention to detail and fine-tuned sense of discretion and professionalism. The NFP is working with top-notch stakeholders, who hold them to the highest standards and equally, provide considerable financial and in-kind support. The Role We require a strong all-rounder who can take charge of our deliverable projects, can manage a research project and its timelines to meet strict deadlines, with excellent command of both native written and spoken business-level English. Some of the projects will be regular and predictable; others will be ad-hoc and require initiative and creativity. As part of a smaller organization, flexibility and persistence are essential, and in return, we offer a rewarding experience with considerable variety and opportunities for growth, learning and expansion of remit as we grow. The role will initially be for 1-2 days per week. Responsibilities • Undertake necessary research on topics relevant to assigned projects and maintain familiarity with available information sources • Write and edit to develop high-quality reports, papers, content, etc. • Liaise with opinion leaders/authors or other external parties in such a way as to foster strong and positive relationships and to ensure project success • Develop a sound knowledge of, and keep up-to-date with relevant publications/research developments in key policy areas, both nationally and internationally • Carry out literature reviews (peer-reviewed and grey literature), interpreting, synthesizing, and presenting findings to a high standard, to support dissemination to internal and external stakeholders • Thought leadership: keeping abreast of all the latest movements within the sector we work within • Scope research projects, their delivery and resourcing, as well as RACI stakeholders • Anticipate and identify issues that may arise to delay or hinder progress of a given project and resolve • Ensure continuous and detailed communication with internal stakeholders so that team members are on track with project requirements, deadlines, and deliverables • Explore, experiment, and innovate on current project management patterns and methodologies • Create and manage databases of important research, experts, etc. • Prepare presentations for various meetings from a master presentation of slides Skills & Experience • 8+ years of experience as a researcher and writer in a business environment, demonstrating management of research projects during those years • 5+ years of researching or writing about technology and/or technology regulations • High-level professional writing and communications skills • Proofreading and copy-editing skills • Ability to prioritize work and define steps needed to achieve specified project outcomes • Tech savvy with familiarity with and/or ability to figure out most tech platforms/applications for communications, productivity and research • English as a first language • Advanced knowledge of Microsoft Office suite • Experience with buy side investors highly desirable Attributes • Energetic yet calm under pressure • Ability to deal with fluctuating work loads • Thrives when juggling many balls at once, with flexibility to adapt to continuously changing priorities • Structured and organized; proactive with an ability to navigate organizations to find solutions • Ability to deliver the highest level of quality even under time pressure, combined with strong analytical, conceptual problem-solving skills and excellent conflict resolution skills • Excellent time management • Exceptional attention to detail • Well-honed sense of discretion Start date for this position is ASAP. Working hours are flexible – within the bounds of deadlines, as is the location, with occasional face to face meetings required in central London. Please let us know your hourly rate. *Please note that this will be a self-employed contract*
7 days ago25 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.
16 days ago39 proposalsRemoteopportunity
Business and accounting strategy
We are seeking an experienced accounts/bookkeeper to assist us in preparing an assets and liability statement for multiple limited companies and personal accounts. The project involves analyzing financial data and consolidating information from various sources to provide a comprehensive overview of our financial position. The responsibilities of the accounts/bookkeeper include: Carrying out an assets and liability statement for multiple companies and personal accounts Assessing the financial health of the companies and identifying any potential issues or risks Preparing monthly financial reports and updating the assets and liability statement as needed Collaborating with business partners to provide financial insights and support decision-making Maintaining accurate financial records and ensuring compliance with accounting standards and regulations The ideal candidate should have: Strong experience in accounting and bookkeeping, preferably with a background in small business administration Proficiency in accounting software such as QuickBooks and Xero Excellent analytical and problem-solving skills Attention to detail and a strong commitment to accuracy Ability to work independently and as part of a team Strong communication and interpersonal skills Flexibility to work on a remote basis and manage multiple projects simultaneously We offer a competitive compensation package and a supportive work environment. If you are a qualified accounts/bookkeeper with a passion for financial management and are interested in this opportunity, please submit your resume and a cover letter highlighting your relevant experience. We look forward to hearing from you.
2 days ago22 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.
5 days ago14 proposalsRemoteopportunity
Research and organise a meeting in London
I am looking for someone who is thorough and detailed when it comes to researching info that is available online and at the same time confident to make phone calls to organise a meeting. This task is to find a place to rent for taking professional pictures for tourists. It would have to be near one of the London's landmarks and preferably on a private estate. more details in correspondence. This task does not involve sales, however persuasive telephone manner is a must.
16 hours ago10 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!
12 days ago1 proposalRemoteopportunity
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.
a month ago15 proposalsRemoteManual lead generation
I am looking for someone to generate leads of hotels in the UK that meet certain criteria, criteria will be shared in the next step but please know this will require manual research
16 hours ago25 proposalsRemoteopportunity
Mobile Ad Researcher and Data Capturist
Place of residence: Sri Lanka Workday: 6 hours As a Mobile Marketing Ad Researcher at JupiterDataFlow, I play a crucial role in the in-depth analysis of mobile advertising. My responsibilities include identifying compliant and non-compliant ads and delving into international market trends and cultural relevance to inform our advertising strategies. This ensures alignment with diverse global standards and consumer preferences. Responsibilities: -Innovative Research: *Monitor advertisements from service providers to telecommunications companies, using exclusive Teamviewer credentials to access ads via 4G internet on mobile devices provided by Jupiter Data Flow. *Conduct extensive research on global mobile advertising trends, identifying compliant and non-compliant adverts. *Analyze a wide range of mobile adverts, categorize them, and submit the findings to the compliance team for review and action. -Report Generation and Analysis: *Generate reports to company's platform with monthly targets. *The number of tickets each market requires averages in 600, this changes depending on priority, urgency and market over the months. -Collaborative Strategy Development: *Collaborate closely with compliance teams, sharing insights to refine our search methods and improve the effectiveness of our mobile ad campaigns. *Attend online meetings to stay aligned with company directives and updates, and training. -Technical Expertise and Communication: *Address and resolve technical challenges related to mobile adverts, ensuring compliance with regulations in different markets. *Troubleshoot Android devices, ensuring seamless operation and data collection. *Communicate effectively with equipment device hosts to maintain and upgrade our research infrastructure. *Use Slack for communicating any difficulties with mobile devices to designated individuals (Minders) and for raising doubts to analysts regarding report (ticket) conditions.
14 days ago2 proposalsOn-site in London, GBurgent
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.
a month ago21 proposalsRemoteExpires in 1Develop 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!
a month ago23 proposalsRemoteDraft legal document for appeal against licensing
need research and a draft argument against a licensing review decision to restriction anyone with legal licensing knowledge
6 days ago8 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.
9 days ago28 proposalsRemoteMedtech Market Researcher
I am looking for someone to do some detailed market research in the medtech field. You should have had experience doing market research projects before (and provide examples) and ideally some knowledge of the medtech/medical field. You will have to leverage your market research expertise to conduct in-depth studies on the topic. You'll analyse market trends, assess competitor landscapes, and identify unmet needs within the space. Your research will be instrumental in informing product development, marketing strategies, and overall business growth.
a month ago25 proposalsRemoteFashion Consultant
We are looking for a Fashion Consultant to help source clothing online. You will need to have excellent online research skills and an eye for detail. We will supply you with images of the styles we are looking for and you will find similar styles and send product links. This is an ongoing role. Please send your CV with our experience
6 hours ago9 proposalsRemoteI need simple TAM TOM SOM market research figures
I need research into a market size for a digital bank I need to get the figures for TAM, SAM, SOM. All in USD. The product is closest to Revolut and provides multi-currency accounts, debit cards and virtual cards, FX, etc but on the top of that Crypto wallet integrated so you can pay with the same Visa card with crypto if you wish, digital assets accounts, digital assets savings accounts using innovative AI technology and of course, crypto trading, etc. Please take Revolut as an example and make standard assumptions: TAM represents revenue opportunity at 100% market share worldwide as of no competition exists. TAM in Tech is a Total Addressable Market. SAM represents the portion of the TAM that can be served by a company’s products and services. with our innovations we are ahead of Revolut. SOM represents the portion of the SAM that can be realistically served. Please make it a global market An example as the figures I need (But for something else) are shown in the attachment (I dont need a diagram) Please do ask any questions that you may have the budget is my placeholder only: Please detail your best price for this research Needed straightaway ASAP within a day please
12 days ago16 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
7 days ago63 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
25 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.
19 days ago42 proposalsRemote