Planificación financiera Jobs

I need a fresh, professional set of eyes on the learning materials inside my online finance platform. The task is to review the content quality review and user experience. Here’s what matters to me: • Accuracy & reliability – spot any factual misstatements, outdated figures, or questionable sources. • Clarity & comprehensibility – flag jargon that isn’t explained, convoluted explanations, or gaps in the logical flow. • Engagement & interest – identify dry patches and suggest ways to make concepts livelier and more memorable. A background in finance/accounting is ideal.

I’m looking for an experienced financial consultant who can build a clear, actionable investment plan focused on stocks and bonds. My main objective is to understand exactly how to structure a diversified portfolio that matches my risk tolerance and long-term goals, decide when to buy or sell, and learn how to balance growth with stability over time. To make sure we stay on track, here’s what I need from you: • A brief discovery call to outline my current financial situation and risk profile • A written portfolio strategy detailing suggested allocations, rationale, and expected timelines • Practical guidance on tax efficiency, rebalancing, and ongoing performance monitoring • A follow-up Q&A session so I can confidently implement the plan on m...

I'm looking for an experienced recruiter or sourcer to help me find strong candidates for a Financial Planning & Analysis role. The ideal candidates have FP&A/finance/analytics backgrounds and LTV/CAC modeling experience. Before committing to the full project, I'd like you to send me 1–3 sample candidates at no cost so I can confirm the quality of your work. These platforms attract many unqualified applicants who can't actually complete the job, so I want to be sure before hiring you to find me up to 30 high-quality candidates. If the sample candidates are strong, we'll move forward with the full, paid engagement.

I have several negative marks dragging down my profile and I’m ready to tackle them head-on. I need a seasoned credit-repair specialist to walk me through a full credit report review, handle the actual disputes, and coach me on best practices so the problems don’t reappear. Here is where I stand: late payments are sprinkled through past statements, a handful of collections and charge-offs are still haunting the reports, and there is at least one item that looks like identity-theft activity. My top priority is to see those inaccurate or outdated negatives removed as quickly and legally as possible. You will have direct access to my latest Equifax, Experian, and TransUnion files and can use any compliant tools you prefer—ScoreSense, Credit Karma, SmartCredit, Excel tracke...

Saya bertekad merintis sebuah kafe sebagai langkah awal untuk meraih kesuksesan di usia muda. Saya membutuhkan pendampingan end-to-end—mulai dari merumuskan konsep hingga siap beroperasi—agar setiap langkah terukur, realistis, dan sesuai tren industri makanan dan minuman. Ruang lingkup bantuan yang saya perlukan: • Riset pasar ringkas untuk menentukan lokasi potensial, segmentasi pelanggan, dan analisis pesaing. • Pengembangan konsep kafe: tema, ambience, dan menu unggulan yang praktis namun menarik. • Penyusunan business plan lengkap berisi proyeksi biaya awal, estimasi arus kas 12 bulan, dan perhitungan break-even. • Daftar pemasok bahan baku utama serta perkiraan harga satuan. • Rancangan SOP operasional sederhana (dapur, layanan pelanggan, ...

Je souhaite déléguer la gestion courante de la comptabilité d’entreprise à un(e) freelance aguerri(e). Votre mission couvrira notamment : • Saisie et rapprochement des écritures quotidiennes. • Préparation des états financiers périodiques et rapports de gestion. • Suivi des comptes clients et fournisseurs, y compris lettrage et relances. • Mise à jour des tableaux de bord pour un pilotage financier clair. Le service recherché est bien la Comptabilité, avec un focus précis sur la comptabilité d’entreprise. J’attends donc : • Une maîtrise démontrée des normes et principes comptables locaux. • Une pratique confirm&eacut...

Enrolled Agent (EA) Needed – SBA Debt, Treasury Offset & IRS Review I am looking for a licensed Enrolled Agent (EA), CPA, or tax attorney to assist with reviewing my federal debt situation and communicating with the appropriate agencies on my behalf. Current situation: • SBA-related debt currently showing with Bureau of Fiscal Service and Office of Debt Recovery • Previous tax refund was offset through Treasury Offset Program • Additional IRS balance may exist • Several tax years still need to be filed Initial project scope: 1. Verify all balances and account statuses 2. Determine whether the debt can be recalled from Treasury collections, removed from Treasury Offset Program status, or otherwise restructured to avoid future refund offsets. 3. Review hard...

I’m looking for an experienced astrologer to prepare a single, in-depth written report that covers two key areas: 1. A full personal horoscope reading drawn from my birth data, including chart interpretation, major planetary aspects, transits, and any significant progressions that will shape the next 12–18 months. 2. Practical career and financial guidance derived from that same chart, with clear, actionable recommendations I can start applying right away. Please deliver the report as a polished PDF (10–15 pages is a comfortable range) and structure it so I can quickly move between sections on personality insights, timing trends, career themes, and money cycles. I’ll provide my birth date, precise time, and location once we start; feel free to let me know if y...

Enrolled Agent (EA) Needed – SBA Debt, Treasury Offset & IRS Review I am looking for a licensed Enrolled Agent (EA), CPA, or tax attorney to assist with reviewing my federal debt situation and communicating with the appropriate agencies on my behalf. Current situation: • SBA-related debt currently showing with Bureau of Fiscal Service and Office of Debt Recovery • Previous tax refund was offset through Treasury Offset Program • Additional IRS balance may exist • Several tax years still need to be filed Initial project scope: 1. Verify all balances and account statuses 2. Determine whether the debt can be recalled from Treasury collections, removed from Treasury Offset Program status, or otherwise restructured to avoid future refund offsets. 3. Review hard...

Enrolled Agent (EA) Needed – SBA Debt, Treasury Offset & IRS Review I am looking for a licensed Enrolled Agent (EA), CPA, or tax attorney to assist with reviewing my federal debt situation and communicating with the appropriate agencies on my behalf. Current situation: • SBA-related debt currently showing with Bureau of Fiscal Service and Office of Debt Recovery • Previous tax refund was offset through Treasury Offset Program • Additional IRS balance may exist • Several tax years still need to be filed Initial project scope: 1. Verify all balances and account statuses 2. Determine whether the debt can be recalled from Treasury collections, removed from Treasury Offset Program status, or otherwise restructured to avoid future refund offsets. 3. Review hard...

I’m starting from scratch with stock trading and would like a patient teacher who can guide me step-by-step. As a complete beginner I need clarity on the basics first, but my end goal is to build a working understanding of three core areas: • Fundamental analysis – how to read financial statements, evaluate company health, and spot value. • Technical analysis – interpreting charts, indicators, and price action to time entries and exits. • Trading strategies – creating, testing, and refining rules I can follow with discipline. I learn best through a mix of short theory explanations followed by live or recorded demonstrations and practical exercises that I can repeat on my own account. Please outline how you would structure lessons, what platforms...

I’d like clear, practical financial advice that I can put to work right away. You can assume I’m after guidance that will measurably improve my bottom line, whether that involves sharpening my overall plan, refining investment moves, or tightening day-to-day cash-flow management—whichever angle proves most impactful once you review my situation. Here’s what I need from you: • A brief discovery call or questionnaire so you can understand my current income sources, obligations, and goals. • A concise written action plan outlining the steps I should take, prioritised by impact and effort, with any supporting spreadsheets or tool recommendations (Excel, budgeting apps, or similar). • Follow-up clarification on anything that isn’t immediately ...

Saya memiliki sejumlah dana yang ingin saya alokasikan khusus untuk keperluan usaha. Saat ini saya membutuhkan bantuan untuk: • Menyusun rencana anggaran sederhana—mulai dari perkiraan biaya operasional, pembelian inventaris, hingga cadangan kas. • Mengidentifikasi prioritas pengeluaran agar dana dipakai seefisien mungkin dan mendukung pertumbuhan usaha. • Memberi saran praktis tentang langkah awal yang perlu saya ambil, termasuk proyeksi arus kas dasar. Dokumen akhir yang saya butuhkan adalah file spreadsheet (Excel atau Google Sheets) lengkap dengan perhitungan dan penjelasan singkat di setiap bagian agar mudah saya pahami. Saya terbuka berdiskusi melalui chat atau panggilan singkat untuk menjelaskan detail tambahan mengenai model bisnis saya.

I’m looking for a meticulous finance professional who can step in and take full ownership of three core areas: • Preparation and analysis of financial statements • GST returns and income-tax filings • Account reconciliation and ledger scrutiny All source data sits in Tally ERP, so you must be fully comfortable extracting, cleaning, and working within that environment. While Advanced Excel skills (PivotTables, VLOOKUP, Index-Match, etc.) will likely come into play during analysis, Tally is the primary workspace. Because I don’t yet have fixed templates, one of your first tasks will be to design clean, audit-ready formats for each deliverable—balance sheet, P&L, cash-flow statement, GST summary, tax computation sheets, and the reconciliation sch...

I’ve already built a detailed five-year projection workbook in Excel that covers revenue, expenses and cash-flow. What I need now is an accounting-savvy eye to sit with me (remotely) and make every number and formula rock-solid. Here’s what the session will involve: • Walk through each sheet together, checking the integrity of every financial calculation, supporting statistical look-ups and the data-manipulation formulas that link them. • Verify data accuracy line by line, spotting any hard-coded figures that should be dynamic. • Refine formatting and presentation so the model is board-ready and easy for outsiders to audit. • Tweak assumptions for sensitivity checks while we talk, confirming the downstream impact on P&L, balance sheet and cash-fl...

I run a growing business that relies on Xero for all of our accounting, and I need the books kept accurate and up to date every single day. Your main responsibility is straightforward: handle the daily transaction recording, reconcile every account on a regular schedule, and close out each month with clean, well-structured financial statements I can share with my advisors. The workflow is already set up in Xero, so you’ll log in, code the bank feeds, attach source documents, flag anything that needs my approval, and reconcile the balances. Once the period is closed you’ll prepare and publish the profit-and-loss, balance sheet, and cash-flow reports directly from Xero. If you’re used to QuickBooks or FreshBooks that’s fine, but for this project everything happens in...

Potrzebuję szczegółowej prognozy finansowej dla inicjatywy SMART FENG 2026. Dysponuję kompletnym zestawem danych wejściowych – sprzedaż, koszty operacyjne, CAPEX, założenia rynkowe – i udostępniam je od razu po rozpoczęciu współpracy. Zakres oczekiwany: • Opracowanie przejrzystego modelu w Excelu lub Google Sheets (formuły, parametry wejściowe, możliwość łatwej aktualizacji). • Wygenerowanie prognozowanych sprawozdań: rachunek zysków i strat, bilans oraz przepływy pieniężne. • Analiza kluczowych wskaźników (marża, EBITDA, ROE, cash runway) wraz z krótkim komentarzem do wyników. • Sekcja “co-jeśli” pozwalająca testować różne scenariusze rozwoju projektu. Jeżeli uznasz, że inny horyzont czas...