How to say no to a financial advisor jobs

I'm seeking a skilled professional who can help me draft a comprehensive business plan for my digital library project. The plan will play a crucial role in securing a sponsor to support our objective of promoting literacy and education through a digital platform, targeting the general public. The Idea of the project is to translate sceintific papers/articles onto the Arabic language. Articles will be primerly from the English language for the time being but the longer aim is to include more languages, like chinese/russian/german/french..etc. some articles will require permissions but we can start with open source articles as a start. the articles will be published after translating them into arabic in a website and ...

...UI/UX designer to create an interactive design for our property management application using Figma. The application is intended to streamline property management operations, offering functionalities like task management, team coordination, guest management, and more. Scope of Work: The designer will be responsible for: Creating an interactive and user-friendly design in Figma Developing wireframes and prototypes based on provided sketches and descriptions Suggesting and implementing improvements to enhance usability and aesthetics Ensuring responsive design for both web and mobile views Pages to Design: Home Page: Displays an overview of tasks, notifications, and key metrics for the day. Contents: Summary of check-ins/check-outs, ongoing tasks, alerts, a...

I'm in need of a financial programmer with experience in Easy Language (TradeStation) to create an automated trading strategy for the stock market. The strategy will be designed to make trading decisions autonomously, based on specific criteria. Key Requirements: - Proficient in Easy Language (TradeStation) - Demonstrated experience in creating automated strategies for the stock market - Ability to understand and implement complex trading algorithms Ideally, the project should be completed within a week. I am looking for a professional who can effectively communicate and ensure the successful execution of this project.

...experienced professional to develop a comprehensive and effective Confidential Information Memorandum (CIM) for my technology business. This document will be a key tool in the sale of the company and needs to be of a high standard to attract potential investors. Key Requirements: - Industry Expertise: A strong background in the technology sector and a good understanding of the current market trends is crucial. Previous experience in creating CIMs for tech companies will be highly valued. - Financial Information: You will need to provide detailed historical financial information of the company, likely the past 3-5 years. This will need to be presented in a professional and engaging manner to...

I'm seeking a skilled and experienced individual to craft a concise and compelling pitch deck. The purpose of this pitch deck is to secure funding for my project. Key Sections: - Market Analysis: You'll need to conduct comprehensive market research and present it in a succinct, engaging way. - Business Model: I need a clear, concise explanation of how my business functions, generates revenue, and its scalability. - Financial Projections: It's crucial that the pitch deck includes realistic financial projections and data to back them up. - Technical Concept: The technical aspect of the project will need to be explained in a way that non-technical investors can understand. - Unique ...

I'm looking for a freelancer to help me extract financial data and regulatory filings from a tax website. This involves scrapping website using the provided credentials by the client, i am looking for getting the python code as i can run the code myself in the future or integrate it to another system. Key Requirements: - I need approximately 300 data points extracted. - The output for these data points should be organized into a PDF or Word. This project is about creating an automated system to generate instant reports about a company. Only difficulty is the website has drops downs to select the period involved and in those 300 data points actually many come from the same source. Ideal Skills and Experience: - Experien...

I am seeking a creative ad designer who specialises in Facebook advertising. The aim is to produce an advert which can be translated into multiple languages to target different countries. The ad is for a downloadable video course, for those whose native language is not English, teaching what to say in a job interview in English. Predominantly my market would be working professionals aged between 25 and 50 who are likely to have to attend job interviews in English. Main tasks would be : - Creating an engaging Facebook ad - zeroing in on target group of potential customers (possible later task) - designing an effective landing page for ad clicks current page (in Italian) can be found at I can

I have a financial plan drafted on which I want to have converted into Excel. The Excel file should mirror the plan in all aspects, including costs, expenses, revenue, and financial projections. Key Requirements: - The Excel file should be a faithful recreation of the original financial plan, ensuring that all details are accurately transferred. - It should include all costs, expenses, revenue figures, and financial projections. - You will need to have experience in financial planning, specifically in converting plans from to Excel. To be clear: I do not need business plan development, I need mostly technical work of converting one form of financial plan to the other (Excel file). Specifics: - I...

i need to creat a mobile app with sign in a'd sign up + 3 pages: 1 where i can publish daily trading signals 2 a tutorial with image a d text 3 an api news where ppl can check daymily economical and financial news 1st page must be like showing i the screen shot

I recently submitted an application for a UK Standard Visitor Visa which was rejected within the last month. I am seeking the assistance of a UK visa and immigration lawyer/advisor who can offer me the best advice and support to rectify this situation. Key Requirements: - Provide expert advice: I need someone who is well-versed with the UK immigration system and can provide me with expert guidance on my case. - Assist with re-application: The job will include helping me understand the reasons for the rejection and assisting with a successful re-application strategy. - Legal representation: Ideally, you should have experience in assisting clients with visa rejections or appeals and be able to represent me legally if needed. Ideal Skills and...

Hi! I'm working on a Stardew Valley mod to add one NPC. Fortunately, I have already done the portraits (not the sprites yet), Dialogue code, and Schedules. But, I've quickly learned that I'm unsure of how to put it all together. I'm using SMAPI and ContentPatcher, both of which RUN the mod, but always say 'Files don't exist' or 'Invalid'. I also would like to add heart events, flower dance options, marriage, dating, spouse rooms, etc, but I don't know how! I've done so much research, but there's not much about it. Can anyone help me? Mainly just need help making the code work. Thank you! I'll link the portraits and documents in which I've written out the schedules and ...

I need someone to enter 500 purchase invoices into an Excel spreadsheet. I will provide a template for the format. The invoices will be sent to you as digital files through a cloud service, which you'll use to input the basic details like date, vendor, and amount. Ideal Skills and Experience: - Proficiency in Excel for accurate data entry - Experience in processing financial documents - Attention to detail to ensure data accuracy - Ability to handle sensitive financial information with confidentiality - Familiarity with using cloud services for file management Please let me know your experience with similar projects and how you plan to ensure the quality and efficiency of the data entry process.

I require an adept senior-level Char...require an adept senior-level Chartered Accountant/Chief Financial Officer (CFO). My ideal candidate will maintain responsibility for: - Rigorous financial reporting - Diligent budgeting and forecasting - Effective cash flow management -Supervision of existing staff to facilitate GAAP processes and timely monthly close processes A deep and demonstrated understanding of auto parts industries is non-negotiable. With your experience, you will add significant value to my company's financial standing and strategic growth. Proven track record in similar roles is highly valuable. You will be working remotely, using the data we provide and other data that you gather to advise our leadership team on all ...

I'm looking for a skilled writer to create a detailed, engaging article on the topic of payment terminals for my fintech website. Key Points to Cover: - Discuss the various types of payment terminals available in the market. - Explain in detail how payment terminals function in the financial ecosystem. - Highlight the benefits and advantages of using payment terminals for businesses and consumers alike. You should have: - Prior experience in writing about financial technology, with a focus on payment systems. - A solid understanding of the fintech industry and its complexities. - A knack for transforming technical information into easily digestible, engaging content. - The ability to research and present i...

...creation and formatting to enhance my CV in a professional manner. The main tasks are: - **Formatting:** I need the font and style updated to give my resume a more modern and appealing look. - **Rearranging Sections:** The sections may need to be restructured to improve the overall flow and readability. - **Content Enhancement:** I have recently acquired new AI/ML related skills and certifications. I expect these to be seamlessly integrated into my resume. - **LinkedIn Integration:** I would also like you to refer to my LinkedIn profile for additional information that could be included in the resume. The ideal freelancer should be: - Proficient in resume writing and formatting. - Experienced in Financial Services C...

i need a website in wordpress where site have 2 types of users (let's say User A and User B). User A come to website and find user B as per the skills and location field. User B can search User A as per some filters. User A and User B can communicate to each other also (future functionality). Both User A and User B can register and login into website.

Looking for help in modifying an existing python script and related sql database table The current script - (1) scrapes company financial data from website and populates database (2) scrapes news related to keywords from google news (3)sentiment classification of news items (4)pushes data to sql database The company names and keywords are currently hardcoded in the script Requirement- (1) Company names/urls/keywords (will be provided) to be put in master table in the database (2) The script to loop through and scrape the relevant data and put in database

I'm see...primary purpose of this project is to explore partnership opportunities. Key Requirements: - 20,000 leads, predominantly CFOs and CEOs - High-tech, robotic, and heavy machinery sector - European companies - Detailed financial performance information - Sourcing from ZoomInfo and Pitchbook Ideal Skills and Experience: - Proficiency in ZoomInfo and Pitchbook - Experience in lead generation - Strong research skills - Understanding of financial indicators and company performance - Familiarity with European business landscape, particularly in the high-tech industry Please only apply if you have experience in this type of lead generation and can deliver high-quality, detailed leads. A successful completion of this project could pave ...

I'm looking for a highly skilled developer to construct a well-integrated business portal for me, which includes website and apps for both Android and iOS. The portal should be able to efficiently enhance productivity and streamline business processes. Crucial components to be developed include: - Customer Relationship Management (CRM) with key features such as contact management, sales forecasting, and lead management. - Enterprise Resource Planning (ERP) with essential functions such as inventory management, order management, and supply chain management. - Financial and taxation modules. - Human resources and marketing modules. - Service and productivity modules. An ideal person for this job should have: - Proven experience in creating ...

hello I am currently looking for someone to do email marketing. The payment method is $20 per 5,000 emails sent. If we tell you the content to be used in the email, you can adapt it to fit the email and send an advertising email. Additionally, if we tell you the target audience (ex: IT startups, financial startups, etc.) you will be sending emails to, we are looking for someone who can send them to the appropriate company. Please enter "ITO" to confirm you have read it.

I am looking to create a Windows exe trading application that will leverage an API for automated trading strategies. Key Features: - Order Placement and Management: The primary function of the app is to place and manage trades based on predefined criteria. It should be able to execute trades automatically without the need for manual intervention. Ideal Candidate: I am seeking a developer with a background in finance and algorithmic trading who can bring the following skills and experience to the project: - Proficiency in Windows application development using Python or similar languages. - Experience with trading APIs, particularly in the context of order execution and management. - A solid understanding of trading strategies and t...

I am looking for an expert in Python programming to assist me in the creation of a multi-timeframe indicator merge. The project entails the merger of the 4hr, 1hr, 15min, and 5 min timeframes while including specific indicators, namely Moving Average, Relative Strength Index (RSI), ADX, and Webslingers. To make informed bids, it's important to note the following: Ideal Skills & Experience: - Extensive knowledge in Python programming - Proven experience in financial analytics - Expertise in working with listed indicators Project Requirements: - Code the multiple timeframes using Python - Integrate the Moving Average, RSI, ADX, and Webslingers indicators - Generate the deliverable output as a CSV file Please feel free to inquire i...

We are a mortgage broker who needs an assistant to manage daily tasks, primarily focusing on document preparation and client communication. Key responsibilities: - Making phone calls to new leads to understand their goals and financial situation. - Preparing and processing loan applications daily - Effective communication with clients Ideal skills for this job would include a strong understanding of loan application processes, excellent attention to detail, and superior communication skills. Mortgage brokering experience is required. For time zone reasons, this role must be located in the Philippines.

I need a web-based application to calculate the dues per apartment based on the expenses categorized by type. The main points are: - Expense Categorization: The app should categorize the expenses by type. For instance, maintenance, utilities, repairs, etc. - Dues Calculation: - Square Footage Basis: The apartment dues should be calculated based on the square footage of each apartment. - Platform: The application should be web-based, accessible from any browser. Ideal Freelancer: - Experience with web application development, especially in accounting or financial tracking software. - Understanding of expense categorization and calculation based on different parameters. - Familiarity with building user-friendly interfaces.

...designer who can use a professional theme and color scheme to turn my financial transformation metrics into an engaging, compelling presentation - one that's set to impress at an upcoming award ceremony. Key Duties: - Design a 20-slide PowerPoint presentation focusing on the financial transformation metrics of a large organization. - Use a professional color scheme that matches the tone of the event and makes the charts and graphs easy to understand. - Make the presentation engaging, logical yet impressive to the jury at an award ceremony. Ideal Skills and Experience: - Excellent PowerPoint design skills. - Experience in interpreting financial metrics and transforming them into captivating visuals and ...

...sectors. This role requires a proactive individual to enhance our accelerator’s offerings and ensure they are perfectly aligned with the needs of startups in this rapidly evolving industry. Key Responsibilities Design, implement, and refine accelerator program structures specifically tailored for Web3 and DeFi startups. Facilitate seamless coordination across internal teams and external partners, ensuring alignment with the DAO’s token economy and governance structures. Develop and maintain strategic partnerships critical to the blockchain ecosystem. Manage the logistical and organizational aspects of the program to guarantee efficient operations. Manage our 60+ mentors and onboard new industry leaders to support our startups. Evaluate and...

I need a comprehensive business plan focusing on Bali's residential real estate sector. The primary goal is to secure funding for my upcoming real estate venture. Your main tasks will be to: - Conduct market research on Bali's residential real estate landscape. - Identify key competitors, their strengths, weaknesses and market positioning. - Develop a detailed financial plan, including revenue projections, expenses, and funding needs. - Outline a clear and compelling strategy for attracting potential investors and securing funding. Ideal candidates for this project will have: - Proven experience in creating successful business plans for real estate ventures. - Deep knowledge of Bali's real estate market, particularly ...

My project requires the expertise of a freelancer with in-depth knowledge of XBLR accounting. The task is to leverage this skill to generate accurate financial reports for my business, with a specific focus on income statements. Key Responsibilities: - Compile, analyze, and present precise income statements - Ensure the inclusion of gross profit, operating income, and net income in each report. Ideal Freelancer: - Proficient in XBLR accounting - Proven experience in compiling and presenting income statements - Ability to pay attention to detail to ensure accurate financial reporting - Understanding of accounting regulations is highly desired, although not mandatory.

Need someone to go through one of my company bank statements for the last 8 months and prepare both years financial statements (profit/loss and balance sheet).

I'm in search of accounting specialists who can oversee my bookkeeping and provide financial statement analysis. Key Project Details: - Primarily undertake bookkeeping services weekly. - Utilize the Xero accounting software for the tasks. Ideal Skills and Experience: - Proficient in Xero, with a demonstrated track record of successful bookkeeping. - Experience in financial statement analysis. - Strong communication skills to discuss the financial health of the business. - Knowledge of current accounting standards. - Ability to deliver high-quality work within agreed deadlines. I look forward to collaborating with a professional who can provide a high level of service and contribute to the overall financial...

I require the expertise of a proficient Odoo ERP freelancer to assist in migrating data from an old system to a new one. Key Requirements: - Expertise with Odoo version 15. Familiarity with the ins and outs of this system version is crucial to successfully migrate the data without loss or corruption. - Extensive experience is paramount. I'm eager to hear about the similar data migration projects you've handled in the past and the results you've achieved. - A deep understanding of the Accounting module which the data is primarily focused on. Ensure you are adept at dealing with figures, financial data, balance sheets and other financial reports. Best suited freelancers would be detail-oriented, meticulous, an...

I am looking for an experienced writer who can create educational blockchain articles specifically focusing on supply chain finance. The aim of these articles is to inform and engage with academic researchers within the financial sector. Key Requirements: - Extensive knowledge and experience in blockchain technology and supply chain finance - Proven experience in creating educational content for an academic audience - Ability to explain complex concepts in a clear and accessible manner - Strong research skills to ensure accuracy and credibility of the content The perfect candidate should have a strong background in both blockchain technology and supply chain finance. Previous experience in creating educational content for an academic audience is ...

We are building a financial application whereas you can put money hence our AI works on it through big data and automation. The project is about algorithmic auto-investing trading on world wide's financial market. Fixed Rate Job Paid based on success delivery per country. $10/country. Make about 5-10 API/country for installing python, setting SQL for our applications and Google Sheet. For each country may need API for such as : 1. Historical Data 2. Financial Scrapped Source 3. Financial Summary Scrapped Source 4. Interest rate 5. Some More Required Skill & Experience : 1. Php & SQL 2. Familiar with python installing & setting up environments 3. Experienced in Linux Debian & LNMP server by SSH 4. You need to know on how...

Ready to take my technology startup to the next level, I am searching for an industry expert to create a purposeful business plan. The goal of this document is primed on securing funding and allows my business to achieve its desired growth. Key Components: - Solid Financial Projections: Focus on the finances, I need a clear outline of capital requirements and the utilization to be compelling to potential investors. - Comprehensive Business Model: Describe how our technology startup operates and generates revenue. Ideal Candidate: - Business plan writing experience specifically for startups in the technology industry. - Excellent financial modeling skills. - Proven record of creating successful funding business...

I'm in need of a skilled Zoho expert to help me with the following tasks within Zoho CRM, Zoho Books, and Zoho Inventory, as well as integrations with Xero, QuickBooks, and Shopify. Key tasks include: - Data management and organization: Assist in setting up efficient data management structures within Zoho CRM, Zoho Books, and Zoho Inventory to help streamline our operations and enhance our understanding of client interactions. - Reporting and analytics: Create custom reports and set up analytical tools to help us better understand our business performance, customer interactions, and inventory management in Zoho. - Integration with other platforms: As we operate on Xero, QuickBooks, and Shopify for various financial and e-commerce functions, we ...

I am looking for a proficient web and app developer who can create a point of sale (POS) system for my retail business. I've identified integration with my existing accounting software as a key functionality. Therefore, proficiency in creating seamless software integrations will be crucial. The website and app should deliver: - Seamless integration with my current accounting software to ensure real-time and accurate financial transactions - A user-centric design which enables a smooth shopping experience - A mobile-responsive design to accommodate shoppers using various devices Although I did not select specific features via the questionnaire, I would be open to suggestions on components like inventory manage...

Looking for a designer to create an authentic, rustic logo that reflects the spirit of Diamond B Ranch. Key Requirements: - Integrate a diamond symbol with a "B" in the middle. - Logo should reflect an authentic and rustic aesthetic. - Be creative in how the ranch theme is incorporated. -We are a direct to consumer Ranch to Plate Operation where we sell beef and pork to consumers. -Our existing website can be found at if it will help inspire you. -Want the Diamond B Ranch name somewhere in the design we have the basic Diamond B as our cattle brand we are looking to take it a step further. -This logo is to be used for a website, branding on photos etc, to develop email headers, etc...

We’re seeking an experienced professional to create a detailed business plan and financial model tailored for securing venture capital funding. This project involves market research, competitor analysis, financial forecasting, and crafting a compelling narrative that outlines our vision, strategy, opportunity, and projected growth. The aim is to develop a roadmap that not only guides our business but also attracts potential investors.

We are seeking a skilled Frontend Developer to integrate a staking smart contract with a React frontend page for interaction. The project involves combining a pre-existing staking smart contract, staking React page, and token contract to create a seamless user experience. The necessary components including the staking contract, staking react page and token contract have already been prepared. Initially, we will conduct trials on the Sepolia testnet or other testnet to ensure all systems are operational before launching on the Ethereum mainnet. I have already source code for UI. If you're a skilled Frontend Developer with a passion for blockchain and smart contracts, please submit your resume and a brief cov...

I'm looking for a skilled Power BI developer who can create detailed financial reports and dashboards, primarily based on data from Excel spreadsheets. Key Responsibilities: - Develop compelling, visually appealing reports and dashboards that are easy to interpret and navigate. - Tailor the reports and dashboards specifically to financial analysis, ensuring they provide the insights necessary for informed decision-making. Ideal Candidate: - Proven experience creating financial analysis reports and dashboards in Power BI. - Proficiency in integrating data from Excel spreadsheets. - Strong attention to detail and the ability to translate complex financial information into clear, concise visual elements. This project re...

...Right Now and I need that listed on the flyer (maybe in top left corner or similar) NOT TOO LARGE but just somewhere on the flyer nicely please, along with the URL and say: For SEO Services and Google Page 1 Results, visit - PLUS it needs my phone number: (206) 395-6759. I like layers on layers, icons and bright beautiful color, not pastels. I'm in need of a professional flyer that will promote my SEO service specifically targeted towards small and medium businesses. Key Points: - I'm looking for a creative, bright and colorful design which can competently attract potential clients. - The flyer should be able to clearly communicate my SEO services and differentiate my offerings from competitors. - Backlinks, Content Writing, Social Media Mana...

I'm looking for a detail-oriented professional to support my business with bookkeeping and budget management tasks. Key Responsibilities: - Accurate management of accounts payable and accounts receivable in QuickBooks - Regular bank reconciliations to ensure that all transactions are accounted for correctly Ideal Skills and Experience: - Proficiency in QuickBooks software - Prior experience in accounts payable/receivable and bank reconciliations - A keen eye for detail and accuracy - Strong organizational and time-management skills The role will require weekly input, but this may vary depending on the size of transactions. Please provide an estimate of your hourly rate in your bid.

We are seeking experienced lead generation professionals to assist in identifying companies raising equity capital for a growing company over the next 3-6 months. Ideal candidates will have a strong background in financial services and a proven track record of successfully raising equity capital for companies and funds in the growth stage. SKILLS AND EXPERIENCE REQUIRED: 1. Proven experience in lead generation within the financial services sector. 2. Successful track record in raising equity capital for growth-stage companies. 3. This project requires a proactive and results-oriented approach. 4. The successful freelancer will work closely with our executive team to develop and execute a comprehensive capital-raising strateg...

...experienced financial analyst to help me develop and formulate financial projections for my technology startup. The ideal freelancer for this job would have a background in finance, specifically in the technology sector. Key Requirements: - Provide detailed revenue projections: I need a breakdown of how much income is expected to be generated on a yearly basis. This should include a clear analysis of potential income streams and growth rates. - Develop expense projections: It's important to outline the costs associated with running the business. The freelancer should be able to provide a thorough examination of potential expenses, including operating costs, salaries, and other expenditures. - Creat...

I've recently graduated with an MBA and I'm stepping into the freelancing world. While I have a keen interest in freelancing, I seek mentorship in specific areas related to my studies. Here's what I need: -Assistance with Business Consulting: A deep-dive into business models, strategies, and operations. -Direction in Market Research: Guiding in carrying out market analyses, consumer behavior study, and competitive landscape. -Training in Financial Analysis: Advice on financial forecasts, interpreting financial statements, and investment strategies. The ideal person for this job would be a seasoned freelancer with extensive experience in business consulting, market research, and financial analysis. If you've mento...

I'm looking for a skilled SAP FICO consultant with expertise in the Financial Accounting (FI) module. The selected professional will primarily handle: - General Ledger (GL) management - Accounts Payable (AP) - Accounts Receivable (AR) - Bank-related activities Additionally, you will be required to generate key reports including: - Profit and Loss Statement - Balance Sheet - Cash Flow Statement Ideal candidates should have in-depth experience managing the above tasks within the FI module. Extensive knowledge of SAP FICO and a keen understanding of financial reports are vital for this role.

We are looking for a skilled professional who can help us create a compelling pitch deck for our fashion and lifestyle concept store in Accra, Ghana. The pitch deck should effectively communicate our unique value proposition, target market, competitive advantage, and growth potential. Additionally, the deck should include well-researched financial projections that showcase the profitability and feasibility of our business model. Key Skills: - Pitch deck creation - Market research - Financial analysis - Presentation design - 10 to 15 Slides - Clear, concise, and engaging content - Visual appeal, mirroring fashion and design aesthetics The successful freelancer should have experience in the Fashion and Design industry or have demonstrable knowledge ...

I'm looking for a skilled web developer who can create a user-friendly, web-based tool that allows our internal staff to generate cost estimates quickly and accurately. Key Features: - The tool should be specifically designed to generate cost estimates. - The primary users will be our internal staff, so the tool should be intuitive, easy to use and accessible. - It should not support multiple currencies, as all our estimates will be in the same currency. Ideal Skills and Experience: - Experience in developing web-based tools or software, ideally with a focus on generating estimates. - Proficiency in UX/UI design to ensure the tool is user-friendly and intuitive. - Strong understanding of financial systems and tools, to e...

I need assistance creating dashboards in Tableau. The data to be visualized comes from a large database and relates to health risks, specifically the risk of heart attacks. I'm interested in assessing three factors namely age, gender and an additional one. It doesnt matter what you pick out of the data, i simply need it for seminar in college The dashboards should feature: - Enrollment data - Student performance data - Financial data. An ideal candidate should be well-versed in data visualization with industry experience in Tableau, and have proficiency in handling large data sets. Experience in health data is desirable but not mandatory. The freelancer should be able to translate complex data into easy-to-understand, visually compelling d...

I'm in need of a UK accountant to create financial statements for my technology company. The financials will be based on the data I provide in an Excel file. Key Requirements: - Proficiency in UK GAAP - Experience in handling technology companies The financial statements should be at a summary level, reflecting our company's financial health and performance. Use of Excel templates is preferred. The ideal freelancer has a proven track record in producing financial statements compliant with UK GAAP and an understanding of the technology sector.