Email list financial advisors jobs
I'm looking to hire a seasoned software developer to create a software for my financial recovery business. Understanding of finance and debt recovery processes is definitely a plus. Key Features: - **Customer Management**: This is a critical feature for the software. You should be able to create a system that allows client profile building. Client Profile Building: - **Financial Status**: Ability to input and monitor financial status of every client. - **Contact Details**: Capacity to register each client's contact information. - **Recovery History**: Capability of logging each client's financial recovery history to keep track of progress. Proficiency in backend programming and database management is required. Knowledge of frontend web desig...
I need a talented designer to create a corporate-styled email footer for my company. This needs to include the following: - Multiple logos celebrating our achievement - Our company address, Necessary contact information - Links to our social media pages. The ideal freelancer for this job would have previous experience with email marketing and corporate design. Excellent communication and attention to detail are a must. Your portfolio demonstrating similar projects will highly improve your chances in selection.
I'm seeking to secure funding for a multi-industry workers' accommodation project. The accommodation caters to construction, seasonal farm, wind farm, abattoir, and gold mine workers. For this, I need a professionally crafted project proposal and a corresponding financial model in Excel. Ideal freelancers for this project should possess: - Proven experience in drafting project proposals related to housing or accommodation - In-depth knowledge in the creation of financial models using Excel - A strong understanding of multi-industry accommodations - Great analytical and strategic thinking skills - Familiarity in the Construction, Agriculture, Energy, Food Processing, and Mining Industries would be advantageous.
I am seeking a proficient dashboard developer to create a comprehensive and professional stock dashboard that will provide me with updated, real-time da...performance analysis for all stocks - Portfolio tracking for about 50 stocks Visual Design: - The design should be corporate and professional. I'm open to vibrant colors or minimalistic elements in order to easily visualice limit alerts. Ideal Skills: - Experience in both front-end and back-end development - Knowledge in financial markets, specifically NYSE, NASDAQ, and LSE. - Proficiency in integrating real-time market data APIs - Experience in developing financial dashboards would be a plus. I'm looking forward to getting the best out of this investment. Let's create a tool that will make managing por...
...Innovation - Hi, Vito Lavanga. Own INDUSTRIAL RIGHTS, mathematician, working in technical-scientific, IT&C and Financial disciplines; ...I have a prestigious development environment, for partner use: - we have Premium, 4 years, WordPress/WooCommerce and many AI/tools for your use; ...I'm looking for a new line for future .EUs and to present to World GOAL: Main: Staff: Large Basic: , , , , , , TARGETS: broker, bookmakers, traders, agents, investors (financial or industrial); ...every person positive to him land and its people (patrons or public personalities); every operator promoting Ecological TRANSITION in
I'm looking for a seasoned writer to assist me with a dual project: a business report and a series of blog posts. Responsibilities: - The business report should be well-researched, focusing on key areas such as marketing strategies, financial analysis, and industry trends. - The blog posts should be engaging and informative, tailored for a specific target audience which may include business professionals, entrepreneurs, and the general public. Ideal Skills and Experience: - Proven experience in business writing, with an emphasis on reports and blog posts. - Ability to conduct thorough market research and competitor analysis. - Strong understanding of sales forecasting and how to present this data in a clear and impactful way. This project is an excellent opportunity for ...
I'm in need of a professional who can help with my private limited company's annual compliance tasks. Key Tasks: - Filing Annual Financial Statements - Conducting an Audit - Updating Statutory Registers Key Requirements: A. Auditor Appointment & Filing of Form ADT - 01 (Auditor Appointment). B. Preparation & Filing of Form INC - 20A (Declaration of Commencement of Business). C. Assistance & Documents Preparation for Company's Current Bank Account. D. Preparation & Filing of Balance Sheet, P & L Accounts, Audit Report, and Director's Report. E. Preparation & Filing of Extract of Annual Returns & Financial Statements (Unlimited Transactions). F. Preparation & Filing of Annual Returns Form AOC - 04 (Financials Related A...
I need financial data from bloomberg or any other database for research.
...365 F&O Modules**: I need assistance in integrating Dynamics 365 F&O with Power Platform, particularly focusing on Financial Management and Supply Chain Management. - **Power Platform Integrations**: Require your support in: * Data integration: Ensuring seamless data exchange between the two systems. * Workflow automation: Developing and implementing automated workflows for various business processes. - **Vendor Invoice Creation**: The vendor invoice creation process should include: * Auto-population of vendor details: Ensure vendor information is correctly filled in. Ideal Skills and Experience: - Strong background in Microsoft Dynamics 365 F&O, particularly in Financial and Supply Chain Management modules. - Proven experience in developing and imple...
I am looking for a talented designer to create a modern and sleek marketing flyer for my mortgage brokerage company. The flyer will be used to promote my services, connect with potential homebuyers,...additional services. Design Preferences: - The overall design of the flyer should be modern and sleek. - It should have a clean and professional look to reflect the credibility of our brokerage firm. Ideal skills and experience for the job include: - Proficient in graphic design software, such as Adobe Illustrator or Photoshop. - Experience in designing marketing materials, particularly for financial services or real estate. - Understanding of the mortgage industry and the needs of potential homebuyers. - Strong attention to detail and ability to create visually appealing and engagin...
I'm looking for a financial expert skilled in Tally ERP9 to help with specific bookkeeping tasks. This includes bank reconciliation for 1-5 accounts on a monthly basis, as well as the generation of financial statements. Key Responsibilities: - Reconciliation of 1-5 accounts monthly using Tally ERP9 - Generation of monthly financial statements The ideal candidate should: - Be proficient in Tally ERP9 - Have prior experience in bank reconciliation - Possess a strong understanding of financial reporting I need someone who is detail-oriented, has excellent organizational skills, and can provide accurate financial records in a timely manner. Prior experience with similar tasks is a definite plus.
We are seeking a skilled AI and Machine Learning Engineer and Software Developer to develop and train ...decision-making - Implement NLP techniques to enhance chatbot interactions - Proficient in chatbot development frameworks, particularly Dialogflow and Microsoft Bot Framework Please READ the attachment CAREFULY. Please submit your technical and financial proposal. Team building and proposal are encouraged (AI and Machine Learning Engineer + Software Developer). Evaluation Criteria Proposals will be evaluated based on the following criteria: • Technical Approach and Methodology (40%) – Maximum 3 pages. • References and Past Performance (10%) • Financial offer (50%) (including number of proposed hourly rate and estimated total number of...
I'm in need of a creative and professional designer who can create a ribbon for our outlook email signatures, letting customers know our new website is live. Key project details: - The ribbon's main text should read "Brand New Website" or "Check out our new website!". - Our company logo and brand colours should be present in the design. - Aesthetics, alignment, and overall design fluency should be priority. Ideal skills and experience: - Outlook email signature design experience preferred. - Proficiency in graphic design; ability to adhere to specific branding guidelines. - Must deliver quality work in a timely manner. - Revisions may be necessary, so flexibility is crucial. This project can lead to ongoing work as our company evolves and gr...
I need a professional to prepare my income statement and balance sheet according to IFRS standards. My records are ready, and I only require a summary-level of detail. Ideal skills and experience include: - Proficiency in IFRS (International Financial Reporting Standards) - Proven track record in preparing financial statements, especially income statements and balance sheets - Detail-oriented and able to work with a high level of accuracy - Good communication skills to clarify any details for a summary-level reporting. This is a one-time project, but if successful, there may be more in the future.
I'm looking for a skilled freelancer to integrate MailChimp with my WordPress website. The main objective of this integration is to set up and automate email campaigns. Key aspects of this integration will include: - Setting up MailChimp on my WordPress website - Designing email templates in MailChimp - Configuring automated email campaigns To ensure the campaigns are effective and engaging, it's crucial that the emails are: - Scheduled at optimal times - Personalized to each user's preferences and interactions Ideal Skills and Experience: - Proficient in MailChimp and WordPress - Experience in setting up automated email campaigns - Strong understanding of user engagement strategies
I require an experienced accountant to prepare a set of financial documents for my company. Last 2 year Audited Financial statements for the previous 2 fiscal year-ends: Income Statement, Balance Sheet, Cash Flow Statement Interim Financial Statements (Balance Sheet, P&L, Cash Flow Statement) Financial statements for the most recent interim period: Income Statement, Balance Sheet, Cash Flow Statement Merchant Processing Statement
I have bank statements from Bank A that I need converted into an Excel spreadsheet. The specific transactions you'll be dealing with are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: bot...are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: both deposits and withdrawals. - Once this data is entered into the spreadsheet, I need you to sort it by transaction type. This role requires expertise in Excel and a keen eye for detail is essential, as the integrity of the data will be paramount. Knowledge about financial transactions, specifically deposits and withdrawals, will be useful. A background in bookkeeping or accoun...
I need assistance creating a specialized HTML email template that is compatible with Gmail, Outlook, and Yahoo Mail. We are transferring our daily e-newsletter mailouts from MailChimp to Simply Stakeholders, which is powered by the TinyMCE WYSIWYG editor. We have existing designs that we need converted into html coded templates that will be functional and editable on the front end, including being able to swap out images. The templates need to be responsive on mobile and desktop devices. The main purpose of the email will be sharing news of the day/week to our client base. We have an in-house designer who can serve as project liaison. Deadline to have the new templates operational is May 29. Access to the back-end of Simply Stakeholders can be provided for testing. Designed t...
I'm looking to leverage Azure document intelligence prebuilt models and train models to extract data from a variety of tax and financial documents. The extracted data needs to be exported into a Google spreadsheet. Additionally, I need an interface for users to easily upload these documents. Key Requirements: - Extract data from various financial documents: primarily focusing on Expense reports, W-2 forms, credit card statements, 1099s, and annuities. - Extract specific data from credit card statements such as Transaction amounts, Merchant names, Transaction dates, and also the ability to convert currency and combine rows. - Extract specific data from bank statements like Account balances, Transaction descriptions, and Check numbers. Ideal Skills and Experience: - Pr...
I'm seeking a skilled freelance copywriter to help with an exciting project. Your primary task will be to create compelling copy that drives engagement, boosts SEO, and ultimately leads to increased revenue. Your role will be crucial in helping me achieve my financial goals. Key Responsibilities: - Develop persuasive, SEO-optimized copy - Understand target audiences and create tailored content - Collaborate on content strategies - Monitor and optimize content for performance Ideal Skills: - Proven experience in copywriting - Strong understanding of SEO - Ability to write engaging, persuasive content - Excellent communication and collaboration skills If you have a passion for writing and a keen interest in boosting online revenue, I'd love to hear from you. Please be ...
Seeking a skilled professional to generate a significant number of leads each month. And run a cold email outreach campaign and book meetings Key Goals: - Generate more than 500 leads monthly with specific focus on the venture capital industry. Key Information Required: - Collecting and providing contact information (name, email, phone) - Gaining insights into the company details (name, industry, size) - Understanding their investment preferences (investment amount, stage, sector) Ideal Skills and Experience: - Experience in lead generation, preferably in the venture capital sector - Proficiency in cold email outreach and obtaining the required lead information - Strong communication skills to effectively liaise with potential leads - Ability to maintain high-vo...
...be utilized and their expected impact on the business. - Financial projections that can demonstrate the feasibility and profitability of the startup, specifically focusing on the loan amount requested (between INR 15Lakh to 20Lakh). - Break-even analysis that can help potential lenders understand the risk and reward of investing in this venture. The right candidate for this job should possess a solid understanding of the Food and Beverage industry, as well as a background in financial analysis and reporting. Previous experience in assisting startups in securing funding or creating detailed project reports for the purpose of obtaining loans would be a significant advantage. They should also be able to clearly articulate complex financial data in a way that is easily...
I'm experiencing an issue with my website, which is built on Sitejet accessed via my c panel. Despite successful form submissions, I'm not receiving any email notifications. I have checked my spam folder, but the notifications are not being mistakenly redirected there. Ideal candidates should be well-versed with: - Debugging on Sitejet. - Resolving email delivery issues. Experience with similar projects is preferred, alongside a good understanding of how contact forms function, specifically on the Sitejet platform. The required fix should ensure reliable delivery of email notifications upon form submission. Resolving this issue promptly and efficiently is crucial.
$50 MAX On Submit ... for an Elementor form, I need the label and value to be emailed on Submit. Currently it only sends the prices.
...experience in developing aesthetically-pleasing apps will be advantageous. Applicants should also show a strong understanding of securely handling real-time transaction data and sensitive user information. Please provide a portfolio or samples of past work in your application. Your previous experience in creating similar financial apps will also boost your application. I want to build a cash advance app that a user log ins using email and password or create an account using email and password, then next page after successfully authentication asks first time customer to create a profile with first name last name address phone number, then on next page customers input their bank debit card information, then the app authenticates the debit card is valid and on next pa...
Company Overview: is a leading online platform dedicated to providing innovative & 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.
I'm looking for a freelancer to create two custom monthly payslips based on an annual salary of $105,000. The payslips will be for April & May should be professional, simple and include the following details: - Employee's name and address - Employer's name and addr...April & May should be professional, simple and include the following details: - Employee's name and address - Employer's name and address - Date of payment - ABN (Australian Business Number) - Year-to-date (YTD) earnings The required format is a simple and professional design without any need for color or excessive creativity. Ideal Skills and Experience: - Experience in creating payslips or financial documents - Understanding of Australian payroll standards and regulations - Abili...
I'm looking for a skilled freelancer to develop a customized net worth spreadsheet. This spreadsheet should enable me to meticulously track my financial progress across various categories. Key Requirements: - The spreadsheet should allow me to input and monitor: - Investments (especially individual stocks) - Debt - Savings - Income - Expenses - Other category for miscellaneous expenses or income - I require a simple, user-friendly design that makes manual data entry easy and intuitive. Skills and Experience: - Proficiency in spreadsheet software such as Excel or Google Sheets is essential. - Experience in financial tracking and net worth management is highly beneficial. - Understanding of stock market, investment tracking, and basic accounting principle...
I'm in need of a skilled web developer to create an impactful landing page. The main purpose of this page is to collect emails for an upcoming product launch. While the specific target audience is uncle...target audience is unclear, the page design should be versatile and appealing to a wide range of users. Skills and Experience: - Proven experience in creating successful landing pages - Knowledge of best practices for email collecting - Possess excellent design skills, as design and branding elements may be needed. Your responsibility will be: - Creating an engaging, effective landing page for email collection - Possibly aiding in design and branding decisions, dependent on discussion. Please provide examples of your previous work, specifically with landing pages an...
I am l...looking for a specialist in IFRS 9 modelling. The primary purpose of this project is to aid in the financial reporting of my company. Specifically, I aim to achieve more reliable risk assessments through improved modelling. This project will focus specifically on the financial reporting of loans and receivables. Therefore, it is crucial for the chosen freelancer to be well-versed in these financial instruments under IFRS 9 modelling. Ideal Skills: - Thorough understanding of IFRS 9 modelling - Experience in financial reporting of loans and receivables - Ability to create reliable risk assessment models Your role will remarkably improve the transparency and reliability of my company's financial reporting. I'm excited to work with a ...
...coming up blank. - Email Database: Our email marketing campaigns are currently not as efficient due having no tags Your main tasks will include: - Rectifying form issue: providing a solution for why the clients cannot submit a form and why their details arent showing up. - Email database: upload our database into hubspot and create tags (location, birthdays, type of event, type of package they have previously booked in for) Our Goals: - Custom form: Clients can fill the form out multiple times and their information will show up on the form and the form works. - Enhanced Email Marketing Effectiveness: We're looking to make our email campaigns more efficient and impactful. Ideal Skills and Experience: - Proficient in Hubspot: Experience with CRM...
Hi Roman, If you remember, last year you did a project for me to show the list of participants of an event to me. I want to improve on that code and add some functionality and features to it. Would you be available? We can chat about the details, but basically, this is what I want: I have an Excel file with different sheets. For example, Founders, Advisors, Announcements, and Media. I want a code similar to the previous code (of course, more complicated) to read this Excel file and show the content of each sheet in a different format (as the amount of type of information is different). I will share an example of the Excel file with you. Are you available?
...in search of an experienced email marketer who is proficient in Klaviyo. My email list currently exceeds 10,000 subscribers and my main goal is to boost product sales through strategic email campaigns and flows. Note we are an established brand so do need for basic flows. Key Responsibilities: - Develop and execute effective email marketing strategies to drive product sales - Ensure high deliverability and open rates - Create and optimize email templates for maximum engagement - Monitor and analyze campaign performance, making data-driven adjustments as needed Skills and Experience: - Proven track record of success in email marketing, specifically with Klaviyo - Prior experience working with large email lists - Strong understand...
I'm seeking a talented developer with a solid understanding of Excel VBA and Python to develop a system that generates and runs Python code via a manual button within Excel. The Python code generated should have the capability to work with financial data specifically. Linguistic proficiency in Excel VBA and Python is required; knowledge in XLwings or a similar tool would be a significant advantage.
I'm in need of a diligent and reliable virtual assistant to assist me with a range of tasks. Here's an overview of the key responsibilities and requirements: - Data Entry: The ideal candidate will be comfortable handling medium volume data entry tasks. This may include various forms of data manipulation, collection, and input. - Email Management: You'll be responsible for managing my email inbox. This includes reading, responding, and flagging important messages for my attention. - Appointment Scheduling: The role will also involve coordinating my schedule and setting up appointments. To excel in this role, you should have experience with: - Microsoft Office Suite, including Word, Excel, and PowerPoint. - CRM Software: Knowledge of Customer Relationship M...
I'm seeking a skilled and versatile bookkeeper to manage my accounts in QuickBooks. Key Responsibilities Include: - Daily entry of transactions - Financial statement preparation - Tax planning and filing Ideal Qualifications: - Proficiency in QuickBooks - Experience in managing both accounts payable and receivable - Strong understanding of tax planning - Excellent attention to detail - Previous experience working with a diverse range of transactions I value clear communication and a proactive approach to managing my finances. The role may be expanded in the future if the right candidate demonstrates a keen eye for financial strategy.
...professional who can create a business continuity plan (BCP) and IT policy for a financial and asset management company based in ADGM (Abu Dhabi Global Market). Key Deliverables: - BCP: The plan should cover data protection, disaster recovery, and network security. It needs to be tailored to a small business with less than 50 employees. - IT Policy: I require a thorough IT policy that aligns with best practices and the specific needs of my firm. Key Considerations: - My firm currently has 7 employees using Microsoft 365. There are basic existing IT infrastructure or policies in place. Hence, the BCP and IT policy should be designed from scratch. Ideal Skills: - Experience in creating BCPs and IT policies for financial companies. - Knowledge of data protection, disaster ...
I need an experienced and detail-oriented finance report writer for my project. In this role, you will be responsible for compiling a comprehensive finance report. Your work will be essential for our financial decision-making and strategy development. Please apply only if you have relevant experience in financial reporting and analysis. Your attention to detail is crucial, as the accuracy of our financial data is paramount. Thank you.
I'm in need of a logo that can be effectively used for brand recognition, project a professional image, and support my marketing and advertising efforts. Key Requirements: - The design should be bold and vibrant, not too intricate but should make a striking impression. - I'm loo...striking impression. - I'm looking for a combination of text and icon in the logo, they should complement each other seamlessly. Ideal Freelancer: - Experience in creating corporate logos that are visually striking and effectively communicate brand message. - Proficiency in designing with a bold and vibrant style. - Ability to seamlessly blend text and icon in the design. Company name is "Versalife Advisors LLC" Inspired by the Deus Ex games. I'm not a douche, there won&...
Job Title: Offshore Banking Specialist Responsibilities: • Consult on choosing a bank that meets the requirements of an offshore company. • Interact with banking and regulatory authorities in Seychelles. • Ensure the account opening process complies with international standards and legislation. Requirements: • Experience in the financial sector, preferably with offshore companies. • Knowledge of international banking legislation and practices. • Excellent communication skills and the ability to work in an international environment. • Proficiency in English at a high level.
I need help configuring my instance of to reach out to contacts and inquire about their clients, specifically business owners who may be interested in selling their businesses. Key Requirements: - Configuring : I am seeking a professional who can set up my instance of to effectively reach out to a wide network of professionals (accountants, financial advisors, bankers, wealth managers) with the aim to identify potential sellers among their clientele. - Contacting Professionals: Your role will be to utilize to establish contact with these professionals and to inquire about any potential business owners among their clients who might be interested in selling their businesses. - Handling Large Scale: You should be able to manage a large number
...a strong proficiency in cloud-based software development, particularly those intended for construction project management. Your experience should also extend to designing user-friendly interfaces that cater to the needs of project management and administrative professionals. Web Application A cloud-based platform designed to streamline project management, financial tracking, and employee/subcontractor monitoring. Following are the list of each component of the platform along with the features it can offer: 1. Project Tracker This module will allow users to manage and track the progress of each construction project individually. Features: • Dashboard: Central hub displaying key metrics, status updates, and alerts for each project. • Job Photos: Secure storage a...
I require a functional, customer-friendly website for my online electronics business. It should be designed to facilitate seamless online sales with a focus on effective product display and a smooth shopping experience. My project demands fo...website development. - Proficient understanding of integrating payment gateway for Credit/Debit Cards. - Excellent understanding of user interface and user experience design. - Knowledge and skills in creating appealing visuals of electronics items. - Familiarity with optimizing online shopping procedures from browsing to check out. The approach should prioritize user navigation and ensure secure financial transactions. A comprehensive understanding of electronics and their consumers is a plus. Proven experience in similar projects will be b...
I'm seeking an experienced consultant adept at various aspects of personal automation. These include: - Task management: Your expertise should cover automation of task scheduling, prioritization and reminders. - Financial management: I require automation for my finances, specifically tracking my budget and investments. - File Workflow and project management automation. - Setting up all digital systems to be reflective and assisting to having a second brain with at all times. Specifically i am looking for someone with a real skill and passion and experience in setting up digital automation to make life productivity 10X If you have prior experience in these domains, please apply. The ideal candidate is one who excels in streamlining processes to simplify life.
...business plan that's not only investor-friendly, but also aligns with my business goals and objectives. Key deliverables: - A detailed business plan that includes market analysis, financial projections, and a clear path towards profitability. - The plan should be tailored to attract potential investors, showcasing the value of my business and the potential for high returns on investment. Ideal skills and experience for this job include: - Proven track record in writing successful business plans that have secured funding for startups. - Deep understanding of the current market and industry trends. - Strong financial analysis and forecasting skills. - Excellent communication skills to clearly articulate the business's value proposition and growth potential. - Abi...
I'm in need of a SOCKS Proxy server as my ISP has closed port 25, which is essential for email services. Key requirements: - Set up a SOCKS Proxy server: The server's primary function will be to support email services. - Implementation: The server should be configured to support my email client. - Security: Ensure the server is secure and reliable. Ideal skills and experience: - Proficient in setting up SOCKS proxies. - Expertise in configuring services for email clients. - Knowledge of network security standards. The project might involve more tasks depending on the specific needs of the proxy server.
I am looking for only Indians. I'm in need of a skilled writer for two key tasks: a business report and a blog post. Please note that some details were omitted by the client, so you may need to clarify them as you work. For the business report, I'll provide you with data regarding our company's financial performance, market trends, and growth opportunities. Your job will be to analyze this information and present it in a clear, concise, and insightful manner. This will help us make informed decisions in the future. The blog post's topic was not specified, so I'll need you to come up with a relevant, engaging theme. The target audience is also not clearly defined, so the content should be versatile and appeal to a broad range of readers. The ideal cand...
I'm working on a project using Ignition 8.1.31 and need a feature implemented. The goal is to have a dropdown list in the perspective view that allows the user to select files from a specified directory. Key Points: - The dropdown should be populated with the file names upon the user clicking a perspective View button. - The Load button should be located on the perspective view. The ideal freelancer for this job should have experience with Ignition 8.1.31 and familiarity with creating dropdown lists that are dynamically populated based on user interactions.
...Okay, if we get past the first question, let’s delve a little deeper into what I am after. We are an outsourced paraplanning business in the field of Financial Planning in Australia. The two major parts of this business that I think AI could assist with, if done correctly are: 1. Reviewing the Work Requests that are sent to us. 2. Reviewing the Advice Documents that we have written to make sure they meet the client’s (Financial Planner) work request and are compliant with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This can be spre...
