How to become a financial planner jobs
I'm in need of a professional data analyst who can help me with a linear regression analysis of customer data. Key Requirements: - **Data Analysis**: You should have a strong background in data analysis, and experience with customer data is a plus. - **Linear Regression**: Proficiency with linear regression is essential for this task. - **Finance Proficiency**: Experience in financial analysis would be beneficial as the analysis relates to loan default prediction. - **Problem Solving**: Ability to understand and adapt to the specific business case provided. The goal of this analysis is to understand the relationship between customer characteristics and the likelihood of defaulting on a loan. This information wi...
...my existing system is in need of a professional with expertise in general accounting duties. As I haven't specifically determined the exact services needed, here are a few potential tasks that maybe required: - Bookkeeping - Tax preparation - Financial Statements preparation - Payroll processing - Tax filing - Setting up accounting software Ideal candidates should have comprehensive accounting experience that ranges from bookkeeping, maintaining financial records to perhaps even payroll management. Also, being tech-savvy would be a great plus; having ample knowledge in setting up and managing accounting software could potentially be part of the job. The very nature of this job requires a great deal of professional flexibility, so ...
We're looking for a highly experienced senior QT/QML developer who can work on our serveral applications. It's an exciting opportunity for an experienced developer who is looking for a new challenge with a fast-growing startup targeting the fastest-growing region in the world. The position is on a contract basis for 6+ months, on a milestone basis with the option to potentially become a full-time team member.
We are seeking a skilled Virtual Stock Analysis Assistant to conduct research and analysis on stocks, identify potential investment opportunities, and support informed decision-making. Key Responsibilities: 1. Conduct fundamental and technical analysis on assigned stocks 2. Utilize financial tools to gather and analyze data 3. Monitor stock performance and identify potential downtrends 4. Prepare concise reports summarizing research findings and recommendations 5. Assist in developing and backtesting trading strategies
I'm seeking a skilled data analyst to enhance our business insights using financial data. The ideal professional for this role should have a strong history in financial data analysis, and a knack for developing interactive dashboards for data visualization. Key Responsibilities: - Dive deep into our financial data to extract valuable insights - Help us understand our business better through these insights - Develop interactive dashboards to make the data accessible and actionable for the team Ideal Skills: - Proven experience in financial data analysis - Familiarity with data visualization techniques - Expertise in developing interactive dashboards
I'm seeking a seasoned Business Plan writer with a track record of success in attracting investors, especially venture capitalists, for the hotel industry. Key Requirements: - **Industry Knowledge**: Familiarity with the hotel business, including market trends, competition, and potential challenges. - **Investor Focus**: Ability to craft a plan that appeals to venture capitalists, demonstrating profitability, scalability, and ROI. - **Financial Acumen**: Proficiency in creating detailed financial projections, forecasts, and return on investment metrics. - **Communication Skills**: The ability to present complex ideas in a clear, concise, and persuasive manner. This plan will be the cornerstone of our efforts to...
I need a proficient Excel wizard to design a property investment calculator for me. The calculator will be used to determine the total cost of purchasing and building a small investment property. Here are some of the features I need it to have Input property costs, land and build. A time frame for build variable Calculation of progressive interest being charge as the house is being constructed. This amount is combined with Council rates Builders deposit, legals and other costs Total cost - Expense Calculation: This will specifically account for property taxes. - Adjustable Mortgage Rates: The calculator must be capable of taking into account changes in mortgage rates over time. I will provide an example for reference. Excel effi...
I'm seeking a proficient coder to create a Pine Script on Tradingview for my trading system. This Pine Script will be involved in backtesting and automating my existing trading system. Key Features: - Implementation of two specific indicators, MACD and Exponential Moving Average. - Utilization of specific timeframes, using one timeframe for trade entry and a different timeframe for trade exits. - Utilisation of MACD and exponential moving averages for triggering entry and exits. Ideal Skills and Experience: - Broad understanding and experience of coding with Pine Script. - Significant knowledge of financial markets and technical indicators. - Proven experience in automated trading systems. - Familiarity with MACD and Exponential Moving Average in...
I'm seeking a skilled individual to assist me in creating a custom project cash flow spreadsheet. The primary functionalities I'm looking to incorporate in this spreadsheet are budget tracking, expense categorization, and cash flow projections. The spreadsheet will be primarily used for inputting income and expenses and should be updated on a monthly basis. Key requirements: - Design and development of a custom cash flow spreadsheet - Implement budget tracking, expense categorization, and cash flow projections - Ensure ease of use and understandability for monthly updates Ideal Skills: - Proficiency in spreadsheet software (e.g., Excel, Google Sheets) - Experience in creating budget tracking and cash flow projection tools - Strong unde...
... I need a logo and a business Card design for a financial broker. The company name would be Skyline Mortgage Solutions. Imagine the "SMS" initials intertwined elegantly, perhaps forming a geometric symbol reminiscent of a skyline. The "S"s could curve and overlap, creating a sleek and modern look. For color scheme, you might consider using shades of blue or green to evoke trust, stability, and growth, which are important qualities in the financial sector. Adding a touch of silver or gold can convey professionalism and sophistication. The font choice should be clear and easy to read yet have a contemporary feel. The logo should reflect the company's values and convey...
...developer to build an all-inclusive financial platform. Key Features: - Facilitate trading in stocks, mutual funds, commodities, and forex. - Provide aggregate financial news covering stock market trends, mutual fund performance, commodity prices, forex exchange rates. - Showcase detailed insurance plans and coverage options encompassing life, car, and health insurance. Ideal freelancer will have: - Proficiency in WordPress development. - Knowledge of financial markets and their dynamics. - Experience in creating user-friendly, engaging, and informative web interfaces. - Past portfolio in financial services web development, similar to platforms like Groww, Upstox, Angel one, Policy Bazar, etc - Presentable Mobile App Looking forward to...
We are seeking a talented freelancer to develop a comprehensive finance gadget locker app focused on EMI repayment management, along with additional features such as KYC verification, admin panel, promotions, and chat functionality. The app aims to help users effectively manage their loan or EMI payments while incentivizing timely repayments through a locking mechanism that restricts access to the user's phone in case of non-payment. Key Features: User Authentication: Implement secure user authentication methods such as PIN, pattern, fingerprint, or face recognition. Loan Account Linking: Allow users to link their loan or EMI accounts to the app, providing details like loan amount, repayment schedule, and due dates. Repayment M...
I'm searching for individuals who can dedicate a brief part of their day to engage with multimedia content - particularly TV show episodes and film trailers. Without a doubt, people with a passion for TV shows and movies are more than welcome to contribute. Your task will not be time-consuming. All it requires is for you to watch 15 seconds of each video and dedicate up to 10 minutes of your day evaluating between 3 to 15 videos. Provided with an accessible platform to earn, you're invited to: - Enjoy a variety of video content. - Join our company to earn from home in your free time on a daily basis. - Become a part of our community. Requirements: - A Strong inter...
I'm in need of a skilled developer to create a web application for influencers. This application will serve as a platform for influencers to offer their services to companies for advertising and commission-based marketing. It will also include a comprehensive customer relationship management system, data storage, and reporting functionalities. The application will also feature financial management capabilities, payment methods, and invoicing. The successful freelancer for this project should ideally have: - Proven experience in web application development, particularly in the influencer marketing field. - Strong knowledge of customer relationship management and data storage/reporting. - A solid understanding of finance ma...
Hi Tanmay, could you please action these website updates as outlined in this brief. Thanks again.
I'm in need of a talented designer to develop a pitch proposal business document with a strong and compelling visual representation. This document will be used to pitch to potential investors. Key Points: - Design should effectively communicate our business concept and value proposition. - It should include a well-researched market analysis and showcase the potential of our business. - Design should represent our financial projections and investment needs in a clear, informative, and attractive way. Ideal Skills and Experience: The freelancer should have experience in designing business documents, specifically investment pitch proposals. Understanding of business concepts, market analysis, and financial projection...
...of a proficient React Native developer to build a Fintech application for both iOS and Android platforms. The main features of the app would revolve around account management, payment processing, and investment tracking. Essential skills and experiences: - Proven track record working with React Native - Significant experience in fintech app development - Expertise in creating apps for both iOS and Android - Understanding of account management systems - Experience in integrating payment processing capabilities - Knowledge in developing investment tracking functionalities The ideal candidate would be comfortable working in a fast-paced environment, maintaining excellent communication, and delivering high-quality work within the set timeframe. Prior experienc...
...in need of a professional who can efficiently integrate a standard 2D payment gateway for my recruitment website. This gateway should be high-risk tolerant and specifically designed to handle one-time payments with only customers email and not getting customers other information like name, country etc and no OTP Ideal Skills & Experience: • Proven experience integrating high-risk payment gateways • Familiarity with 2D payment processing • Understanding of recruitment or similar industry platforms • Back-end web development expertise, preferably on recruitment or job-focused sites As the recruitment process often involves financial transactions, ensuring a seamless user experience is crucial. Therefore, the specialist should be...
I'm in need of a concise business plan to present to a lending bank in order to secure a start-up loan. The plan should be less than 10 pages and tailored to the needs and expectations of financial institutions. Key Points: - The purpose of this business plan is particularly to secure funding. - Our primary audience is the lending bank, so the plan should be structured and articulated to meet the expectations of this type of financial institution. - The plan should be less than 10 pages, focusing on key information and financial projections that will be crucial for the bank's decision-making process. Ideal Freelancer: - Someone with previous experience in creating business plans for securing ban...
I'm seeking an experienced CPA to review our annual CPA Reviewed financial statements. The primary objective of this review is to ensure compliance with auditing standards. Key Points: - Focus: The review should specifically concentrate on Auditing and Attestation. - Deliverable: A detailed, comprehensive report in PDF format. Ideal skills and experience: - Certified Public Accountant (CPA) with a strong background in Auditing and Attestation. - Proficient in auditing standards and regulations. - Excellent report writing and communication skills.
**Description:** Seeking a Power BI expert with proven experience to develop an interactive property management dashboard. Must complete within two weeks with daily progress updates. The system will enable manual data entry of rental payments, expenses, and tenant contracts, and reflect updates in real-time on the dashboard. **Requirements:** - Proven experience in Power BI and dashboard development, particularly with financial and property management contexts. - Available to start immediately with the ability to provide daily updates. - Strong skills in data modeling and DAX. - Capability to implement a manual data entry interface that updates the dashboard instantaneously. **Deliverables:** - A Power BI dashboard that allows: - ...
Looking for a long-term Youtube Scriptwriter in the Tech Niche. You must be a 1) Skilled writer + 2) Finance Enthusiast. [Long-Term, Per-Project Pay] We are launching a YouTube channel focused on delivering exceptional finance content that stands out from the conventional "how to make money" narratives. This role is perfect for someone who is deeply passionate about finance, enjoys keeping up with financial news, witty, and is excited to help build a unique brand from the ground up. Responsibilities: * Write engaging, informative, and detailed scripts for long-form YouTube videos that resonate with and expand our audience. 4 videos/month. Stay up-to-date with the latest financial news and trends to inc...
I'm looking for skillful developers to create a currency exchange system, specifically for the United States Dollar (USD). The system must: - Display Live currency rates - Facilitate Secure transactions - Enable creation of User accounts Experience in financial software development and an understanding of online banking services would be beneficial for this project. Knowledge of secure payment gateways is crucial to ensure secure transactions within the system. Proficiency in developing dynamic and user-friendly interfaces is essential for the user accounts' feature. Your expertise will help us deliver a reliable and secure platform for currency exchange. Se requiere un sistema de escritorio que realice la funcion de cambio de dolares en JAVA...
We are an online betting/casino company and we are seeking to recruit Account Managers based in Brazil. The successful applicants will be responsible for providing client service on an ongoing basis. Any previous experience within Sales, Business Development and/or Relationship Management will be considered an advantage, although candidates with little or no professional experience are also encouraged to apply. TASKS -The candidate must speak fluency in the Brazilian language and be willing and able to work at the beginning in a shift pattern (6 hours), covering working hours between 09:00 and 00:00. -The candidate must be able to contact (chat and call through our CRM) new users (supplied by the company), explain the site's functionality,...
We're looking for a highly experienced senior QT/QML developer who can work on our serveral applications. It's an exciting opportunity for an experienced developer who is looking for a new challenge with a fast-growing startup targeting the fastest-growing region in the world. The position is on a contract basis for 6+ months, on a milestone basis with the option to potentially become a full-time team member.
I'm looking for a talented professional who can create a substantial number of quality backlinks for my website. Key Requirements: - The primary aim is to improve website visibility. The backlinks should therefore support this goal directly. - You're encouraged to get creative and leverage your expertise to deliver the best results possible. Ideal Skills & Experience: - Proven experience in creating backlinks - Understanding of SEO best practices - Strong communication skills - Ability to work within a limited budget The type of websites the backlinks should come from is not specified, so you have the flexibility to make choices based on your expertise and experience. Your work will be highly appreciated and you c...
I need a skilled PowerPoint designer who can convert my existing business plan from a word document to a clear and informative PowerPoint presentation. The length of the presentation should be approximately 20 slides. So you need to include only the most important points and topics from each sections " Strategic Plan ,Operational Plan, Marketing and Financial Plans . and any other Important points. You have the ability to shorten texts if you needed. Though I've provided the above points, your creativity and input will be much appreciated to successfully convey the business plan efficiently and memorably to my audience. As I skipped on the main objective, I want the PowerPoint to be an overall synthesis of...
...need of a skilled accountant for a series of tasks, including general bookkeeping, tax preparation, and financial statement analysis. Key Responsibilities: - Meticulously manage general bookkeeping, ensuring all transactions and financial records are accurately recorded. - Proficiently prepare tax returns on time, making sure all deductions and exemptions are rightfully claimed. - Conduct a detailed financial statement analysis, extracting insights on our performance and helping to guide our future financial strategies. I currently use Tally prime ERP as my accounting software. So, experience with this tool is a plus, although not essential as long as you're adaptable to learning new platforms efficiently. Y...
Seeking a skilled and experienced Data Analyst to sift through unspecified data sources. As the data type, desired insights, and current storage system have not been specified, I am looking for someone highly flexible and adept at handling all types of data, formats, and analysis needs. Ideal Skills and Experience: * Proficiency with Excel, database, BigQuery, JSON, and CSV file formats * Experience working with sales data, financial data, and customer data * Ability to identify sales trends, perform customer segmentation, and analyze profitability Please note that the specifics will be provided upon project commencement. We look forward to hearing from data analysts who can adapt to different data types and uncover valuable insights.
We are seeking a skilled Tableau expert to create an interactive dashboard, construct a compelling narrative, and present insights based on a provided case study. it should show the analysis, insights, and visualizations. Responsibilities: Build an interactive dashboard using Tableau. Construct a narrative around the provided case study. Perform various data analysis tasks such as regression, clustering, forecasting, etc. Uncover patterns and changes over time within the data. Develop clear and visually appealing tables, graphs, and dashboards to communicate results and insights. Ensure the reproducibility of the analyzed data. Requirements: Proficiency in Tableau with demonstrable experience in creating interactive dashboards and visualization...
I am in search of a part-time job to help me stabilize my financial situation. I am open to both remote and on-site roles. I am looking for a role that will allow me to earn extra income in a flexible manner, perhaps in the evenings or weekends. The job should not require a full-time commitment and should be able to accommodate my current schedule. The ideal job would provide: - A steady income to help me stabilize my finances - Flexibility in terms of hours and location - A positive work environment - Growth opportunities would be a plus I am open to different types of work, so feel free to reach out with any opportunities you think could be a good fit. Thank you for conside...
I'm looking for a dedicated and creative individual to assist with a unique MBA project in the field of financial forecasting, focusing on the banking industry. I am keen on exploring the intricacies of financial forecasting in banking which can set the project apart from the usual. Key tasks will involve: - Conducting thorough and original research on financial forecasting within the banking sector. - Developing a detailed and insightful report on your findings. - Ensuring the work is plagiarism-free and adheres to the highest academic standards. The ideal candidate for this project will have: - A strong background in finance and preferably experience with financial forecasting and banking. - Excellent researc...
...for a skilled web developer to build an association website for me. The website will have all the standard association management features like event management, member directory, and document library. **Key Features:** - **Event Management:** The website should have a feature that allows me to create, schedule, and manage events. - **Member Directory:** The website should have a searchable member directory. - **Document Library:** The website should have a well-organized document library. **Financial Features:** - **Excel Accounting File:** The website should be able to accept an Excel accounting file. - **Automated Financial Data Updates:** I would like the website to automatically update the financial da...
FanFigo, a leading fantasy cricket app, is hosting a contest to find a talented animation designer to create a captivating Lottie animation for our app's opening sequence. This animation will serve as the first impression for our users, setting the tone for their fantasy cricket experience. Key Requirements: 1. The animation should reflect the excitement and dynamism of cricket, capturing the essence of FanFigo's immersive gameplay. 2. Incorporate elements of our brand identity, including our logo and color scheme, to ensure consistency with our app's design. 3. The animation should be compatible with Lottie format for seamless integration into our Android app. 4. Creativity and originality are highly encouraged – w...
...I'm looking to establish a strong brand identity for my company, SimuGaze. This project involves the creation of a logo and a color palette that will be used across all our communications. Description We are thrilled to announce a creative challenge for the talented graphic designers out there! Our company, SimuGaze, aspires to become the Netflix and Curiosity Stream of Virtual Reality. We specialize in crafting immersive, 360-degree virtual reality videos that are not only historical and educational but also thoroughly entertaining. These experiences are designed for VR headsets, allowing users to dive into an out of the world Experience and entertainment like never before. What We're Looking For We need a...
I'm in need of a freelancer who can help me in designing an e-commerce website and social media marketing for my business. Key Responsibilities: - Website Design: The main task involves designing an e-commerce website which will be the key storefront for my business. The site should be visually appealing, easy to navigate, and mobile-responsive. - Social Media Marketing: Your primary focus in the marketing side will be on Facebook. You should be able to create compelling social media content and implement strategies that drive traffic and sales to the website. Necessary Skills and Experience: - Proficiency in website design, particularly e-commerce sites - Experience in social media marketing, with a strong focus on Facebook - Strong understandin...
I am seeking a seasoned bookkeeper with over 3+ years of experience. The primary services needed are financial statement preparation and managing accounts payable/receivable. Though I have not specified a particular bookkeeping software, familiarity with commonly used tools such as QuickBooks, Xero, or Excel spreadsheets would be ideal. Your responsibilities would include: - Preparation of financial statements - Management of accounts payable and receivable If you're an experienced bookkeeper who can handle these tasks proficiently, I would like to hear from you.
I have a rough draft of a pitch deck for a Tequila Company I have created. I have all the info down on slides but I need it to look visually appealing and presentable. I DO NOT want all the writing that i have in the slides in the presentation. Can you just pull out the import information and use for the visual I have attached logos and photos for you to add. Some slides you can merge together like there are a few slides on the tequila market you can concise into one graphic, I just wanted to provide you with the most information possible for you to make the best infographics you can. You can reorganize the presentation in the order you feel is correct, I would like some sort of graphic or visual on every slide to keep the p...
I'm looking for a freelancer to create comprehensive venture capital metrics with a focus on measuring investment performance, assessing risk and return, as well as tracking portfolio growth. Key Requirements: - Develop metrics for Return on Investment (ROI), Internal Rate of Return (IRR), Cash Multiple, and Net Asset Value (NAV). - Multiple on Invested Capital (MOIC Metric) - Gross Total Value to Paid in Capital (Gross TVPI Metric) - Net Total Value to Paid in Capital (net TVPI Metric) - Residula Value Per Paid In Capital (RVPI Metric) - Distributions per Paid In Capital (DPI Metric) - Gross IRR Metric - Gross Realized IRR Metric - Net IRR Metric - Net Realized IRR Metric - Revenue - Lifetime Value of a Customer (LTV) - Unit Economics - Thes...
I'm seeking a qualified and ambitious entrepreneur to help launch and manage a versatile online business. This project offers a generous investment opportunity. The ideal candidate will: - Be open-minded and flexible in terms of the type of online business to be established. It may range from e-commerce stores, online marketplaces or a subscription-based service - Have a primary goal of generating high revenue, but also focus on building a strong customer base and providing unique products or services. - Have the ability to conduct market research and target the potential audience. Currently, there are no specific demographics in mind, hence a comprehensive market research will be necessary. About Us: We are a...
We are seeking a skilled Virtual Stock Analysis Assistant to conduct research and analysis on stocks, identify potential investment opportunities, and support informed decision-making. Key Responsibilities: 1. Conduct fundamental and technical analysis on assigned stocks 2. Utilize financial tools to gather and analyze data 3. Monitor stock performance and identify potential downtrends 4. Prepare concise reports summarizing research findings and recommendations 5. Assist in developing and backtesting trading strategies
We are seeking a talented full stack developer to lead the development of a custom invoice generating application. The application will serve as a comprehensive solution for capturing weight inputs from a digital weighing scale and integrating them with manually entered product prices to generate invoices efficiently. As a full stack developer, you will be responsible for both the front-end and back-end development, ensuring seamless integration and optimal performance. Responsibilities: Designing and developing an intuitive user interface for the invoice generating application. Implementing functionality to capture weight inputs from a digital weighing scale. Developing logic to calculate invoice totals based on weigh...
I require a freelance bookkeeper who can assist me with my accounting needs. - You will primarily be responsible for bookkeeping tasks, ensuring that all financial transactions are properly recorded in my accounting software. - As a bookkeeper, you should have a keen eye for detail, be organized, and have prior experience in bookkeeping. - Familiarity with popular accounting software like QuickBooks and Excel is a must, as I currently manage my bookkeeping through these platforms. The ideal candidate for this job should have a strong background in accounting, specifically bookkeeping. Relevant certifications or degrees in accounting are a plus. Experience with QuickBooks and Excel is a must. I'm looking for someone who is deta...
I'm looking for a skilled bookkeeper with a good grasp of Xero software. Currently, I require a full range of bookkeeping services on a weekly basis. Key requirements for the role include: - Prior experience in bookkeeping, especially with Xero - An ability to handle all aspects of bookkeeping, including reconciliation and report generation - Consistent availability on a weekly basis Your responsibilities will include: - Managing data entry and ensuring accuracy - Conducting regular reconciliations - Generating reports and providing insights on the financial situation Please include your prior experience with Xero in your proposal, as well as your availability to handle weekly bookkeeping tasks.
...with hands-on knowledge of stock market trading algorithms. The task primarily involves implementing proven trading strategies within a fully automated trading application. Below are my specific requirements: • Compatibility: The Python trading code must be compatible with the National Stock Exchange (NSE). • Algorithms: The code must incorporate 'moving averages' and the 'relative strength index (RSI)' into its algorithm to generate trading signals. • Data Sources: The software should leverage both real-time data feeds and historical data obtained from APIs to inform its trades. Programming in Python for algorithmic trading and understanding financial markets, especially the NSE, are essential qualifications. Fami...
I'm seeking an astute professional who will provide financial analysis, investment advice, and risk management in a money market project aimed at maximizing returns for small businesses. Key Tasks: - Comprehensive financial analysis of potential investments - Provision of investment advice tailored towards ensuring optimal returns - Identification and management of investment risks Ideal Skills/Experience: - Proven experience in financial analysis, preferably in the money market - Excellent understanding of risk management methodologies - Strong background in providing investment advice - Familiarity with financial needs of small businesses.
...need of an experienced mobile and web app developer to create a personal finance personalisation app. This app should be functional on iOS, Android, and Web platforms. The app should incorporate the following key features: • Expense Tracking: Ability to record and categorize all expenditures in real-time. • Budget Management: Capacity to create, organize and manage personal or family budgets with alerts for overspending or under spending. • Goal Setting: Tool for users to set, monitor, and achieve short-term and long-term financial goals. Having previous experience in FinTech development, along with a comprehensive understanding of personal finance and budgeting, will be ideal for this project. The timeline is urgent - &...
I have a very basic high-level requirement for an ERP System that we need. I have the basic workflow with me. I need a Business Analyst to go through the requirement and create comprehensive flowchart diagrams, Detailed specification, and UI/UX plan. Tasks need doing: - Converts the business needs into detailed functional specifications. - Creates comprehensive flowchart diagrams to visualize the workflow. - May assist with the development of UI/UX planner. - Identifies integration points and necessary third-party services. - Ensures that all business requirements are met in the system design. I have a very limited budget, hence any entry to intermediate level Business Analyst apply! Previous experience should be validated!
