How to say no to a financial advisorPekerjaan
I'm looking for an experienced developer who can create a web and mobile application for a community-based project. This is a multifaceted project with a variety of requirements that aim to promote user interaction and engagement within the platform. Features & Modules: - User Registration & Login: A seamless process that allows users to sign up and access the platform with ease. - Messaging System: A built-in messaging system that enables users to communicate with each other. - Forums for Discussions: A space where users can create and participate in discussions, fostering a sense of community and collaboration. Third-party Integrations: - Payment Gateway: Integration of a payment gateway ...
I'm in need of an experienced API developer(s) to assist with integrating our platform with multiple external systems in USA. Plaid API aggregates with multiple finance systems (banks mainly) and their investment aggregation didn't work for me. Since Plaid API didn't work for me I am thinking we will have our own APIs to integrate to any investment banks/ brokers like E*Trade, TD Ameritrade (now part of Schwab(, Vanguard, Fidelity, Robinhood and many more. See Following APIs are needed at high level: - Minimum 1) Get Holdings/ Positions (stocks, bonds, mutual funds, options, ETFs, etc.). We will pass institute name, account # or login/password, 2) Get Transactions (Dividend Paid, Bough, Interest Charged
I'm in need of a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we need someone who can hit the ground running.
I am seeking a talented Grant Writer to assist in drafting a comprehensive grant proposal for a business grant. Key Responsibilities: - Craft a compelling grant proposal specifically tailored for securing start-up funding from private foundations. - Ensure all grant requirements are met and the proposal is persuasive and well-researched. Ideal Skills and Experience: - Proven track record in successfully obtaining business grants, especially for start-up funding. - Proficiency in understanding the needs of private foundations and tailoring grant proposals accordingly. - Excellent writing and research skills to articulate the business's vision, mission, and financial needs effectively. - Knowledge of the grant application process, incl...
We need to improve an already existing pitch deck. Our project is to bring UFCGYM to France. The goal is to convince investors to put money on the table with the pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pi...
I am currently in a position where I want to have full control over my money. I am intending to dissolve my trust fund for this reason. This is an important step for me and I require professional input to guide me through this process. I am searching for someone with a strong background in financial management, particularly in trust funds. Knowledge in investment tracking is essential, alongside the capability of providing me a system where I can manage, monitor and make decisions about my finances independently. Additionally, the right candidate will be someone capable of: - Guiding me through the dissolution of my trust fund - Helping me establish full control and decision-making authority over my finances - Setting up a system ...
I am a beginner in commercial real estate and I want to specifically learn about underwriting retail properties. I'm looking for an experienced professional to teach me the ins and outs of this process. Key Areas: - I require a thorough understanding of market analysis. - I need to learn how to use financial modeling effectively in underwriting. Preferred Learning Format: - I'd like to have interactive sessions. I learn best through real-time engagement and possibly some Q&A. Skills and Experience Needed: - Deep expertise in commercial real estate, particularly in retail properties on excel - Proven track record of underwriting retail real estate deals. - Strong teaching and communication skills to...
...in need of a skilled freelancer to go through my 150-250 page income tax document which is in Word Format. I have done some edits, but it's gotten rather messy and needs a professional touch. Key Tasks: 1. Grammar and Punctuation: Make sure the text reads well and is free from language errors. 2. Formatting and Layout: I am looking for a final layout that presents the information in a clear, organized manner. I don't have any specific preferences for this, but standard professional formatting is the goal. Ideal Skills & Experience: - Proven experience in editing large documents - Excellent language skills - Proficiency in Word formatting - Knowledge of standard professional formatting - Previous exposure to income tax or other...
I am searching for an experienced financial specialist to assist me in securing capital funds exceeding $500,000 for my service industry business. The capital will primarily be utilized to support and expand business operations. Ideal Candidate Skills: - Extensive experience in fundraising and capital generation in service industries - Proven track record of successful capital raising ventures - Deep understanding of service industry requirements and constraints - Strong business acumen and strategic planning skills Responsibilities and Goals: - Develop innovative and effective capital raising strategies - Assist in identifying potential investors and negotiating terms - Provide advice on efficient allocation of capital for business operations - Facilitate the real...
I'm seeking a skilled and experienced professional to develop a Detailed Project Report (DPR) for a real estate project in Lucknow. This report is primarily for potential investors, therefore it should be extensive, informative, and compelling. Key tasks and requirements: - Develop a comprehensive DPR that clearly outlines the potential of the project, its financial viability, and the predicted return on investment. - The DPR should be structured in a way that is easy to understand for investors with varying levels of real estate knowledge. - Conduct a thorough market analysis specifically focusing on Lucknow real estate market. - Recommend the most suitable real estate project type (residential, commercial, mixed-use) ba...
Se necesita experto en implementar y solucionar problemas relacionados al servidor de correos en la plataforma CARBONIO ZEXTRAS 18 dólares es el presupuesto urgente para hoy
I need a FB cover photo for a group. The Title should be "Merchants of Camelot" and say "Hosted by Andrea Oliver". It should include the attached image in black & white and the website Colors - Yellow/Gold and Dard Red Theme - Camelot with Red Roses Fond - Variations between script, bold and regular are appreciated.
I need assistance in creating a specialized budgeting spreadsheet focusing on drivers license renewal costs. As someone who understands the intricacies of financial data, your task encompasses the following: - Developing a budgeting spreadsheet with an emphasis on renewal fees. - Including a feature for expense tracking and an income versus expenses comparison. - Incorporating a mechanism for budget forecasts to plan my finances better. The ideal freelancer for this task should excel in financial data management and have a comprehensive understanding of Excel or similar platforms. Previous experience in creating budget planning or financial management tools would be a significant advantage. Let's simplify my fi...
As a real estate investment professional, I'm seeking a skilled communicator to tactfully reach out to pre-foreclosure property owners and distressed property owners. The goal is not only to gain understanding about their current circumstances but also propose potential alternatives to foreclosure. Desired outcomes: - Collect data about the owners' current financial status and property specifics. - Determine if the owner is open to exploring unconventional financing solutions. - Encourage follow-up discussions to further delve into these options. You should be knowledgeable about foreclosure processes and creative financial solutions such as lease purchase agreements and title sales. Mastery of persuasive c...
Hi Nima D., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
Hi Nima D., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
We need to improve an already existing pitch deck. Our project is to bring UFCGYM to France. The goal is to convince investors to put money on the table with the pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pi...
I'm in need of a talented graphic designer to create professional and clean style thumbnails for multiple client podcasts to join our team. IMPORTANT: ONLY enter the contest if you're interested in ongoing work (3-7 thumbnails per week) that you can turn around in 24 hours on weekdays. You would be assigned clients and produce their thumbnails weekly at a rate of $15 per thumbnail. Contest Details: - Pretend you're looking to win this client over with your designs. You must create something that would make them want to say, "I want YOU to create my thumbnails from now on." -----> Research their channel, and create a thumbnail for this episode: - Create the copy and design for your thumbnail b...
Description: We are currently seeking a dynamic and motivated freelance cold caller to join our team and assist in prequalifying low-income prospects for our revolutionary no-cost health benefits program. This is an excellent opportunity for individuals who are skilled in high-volume cold calling and have a passion for helping others access essential healthcare services. Responsibilities: -Make outbound cold calls to potential prospects to prequalify them for our no-cost health benefits program. -Conduct approximately 100-200 calls per day with a focus on efficiency and effectiveness. -Engage prospects in a professional and empathetic manner to gather necessary information. -Use qualifying questions to determin...
I'm looking to have a logo designed for my Christian church management website, therefore logos should say Manage My Church. The logo should reflect a traditional style and incorporate the color blue, preferably in a way that represents trust and stability. Key components I'd like to see in the logo include a cross. This is a Christian site, so the cross is an iconic element that I'd like to be emphasized in the design. Ideal candidates for this project should have: - Experience in designing logos for Christian or religious organizations - A strong portfolio of traditional style logo designs - Proficiency in using blue color to convey trust and stability - Ability to incorporate the cross...
Detail financial analysis of different companies
...looking for an expert in SSRS to set up a solution to track our daily financial transactions. The primary goal for this solution is to provide us with a simple, user-friendly way to access and track these transactions on a daily basis. Key requirements include: - Set up and customize the SSRS solution to track daily financial transactions - Ensure the solution is optimized for daily use and can handle the volume of transactions - Implement a system that would automatically send the daily reports to a specified email address Ideal skills and experience: - Proven experience with SSRS and setting up similar solutions - Strong understanding of financial data and tracking requirements - Abili...
Need to make a logo for my company, black background, white bold writing. Company name is RENUW but also want in small writing underneath to say PRESALE PROPERTY MAKEOVERS I have uploaded an image I might like
...various tasks assigned to my team. This role is crucial because it will allow me and my assistant to concentrate on managing the financial aspects of our expanding business. Key responsibilities: - Creating and managing tasks on Asana - Assigning and monitoring tasks to team members - Ensuring deadlines are met Important notes: - You'll be working with just one business for the time being - I'm looking for someone with a beginner's level proficiency in Asana, as this role will be more about managing tasks rather than setting up complex projects. Ideal Skills: - Proficient in Asana - Basic project management skills - Excellent task assignment and tracking capabilities - Ability to monitor deadlines and keep the team accountable ...
I'm seeking a logo designer to craft a captivating symbol that represents brand recognition. This logo should encapsulate our core values: trust, reliability, stoicism, power, sisu, professionalism and quality. I have in mind color schemes that either pairs black and gold together or combines blue, gray and white. The ideal freelancer for this job would be experienced in branding and potentially marketing, with a sophisticated understanding of color psychology and simplicity. I'm aiming for a logo that not only distinguishes our brand but also resonates with our audience on a deeper level. Connect with me if you're ready to create a memorable design that conveys trust and quality. The company is a one stop fi...
For my company, I require a proficient accountant with an expertise in bookkeeping and tax preparation. The candidate must be adept at maintaining and recording financial transactions, as well as preparing financial statements. Ideally, the freelancer should be experienced with: - Monthly, quarterly, and annual bookkeeping - Preparing tax returns and financial analysis reports Since we don't use any specific accounting software, the professional should either be well-versed with manually maintaining records or capable of suggesting and operating an effective accounting software for business.
...develop a comprehensive and strategic business plan for my beauty products business. The ultimate goal of the business is to establish brand recognition and secure a unit in a prime location within a mall. - Focus on Skincare: The business will primarily focus on skincare products, so the plan should reflect an understanding of this market niche. - Target Audience: Our target audience is middle-aged adults (26-45), so the plan should include detailed strategies for engaging and appealing to this demographic. - Brand Recognition: A key part of the plan will be how to build and establish the brand as a go-to for high-quality skincare products. - Mall Unit Leasing: Part of the plan will include the strategy ...
...Nurse Yard Overview: Nurse Yard, a leading compression sock manufacturer, and e-commerce company is seeking to expand its market by targeting hospital gift shops and independent pharmacies across North America. We are seeking a consultant to generate a comprehensive list of potential leads. This list will be used primarily for email and calling campaigns to promote and sell Nurse Yard's compression socks. Target Details: Independent Pharmacies 1. Type of Pharmacies: • Privately owned pharmacies that operate independently. • Small chains or groups of pharmacies under a single ownership. 2. Location Criteria: • Urban and suburban areas with high foot traffic. • Pharmacies located near medical centers or hospitals....
I'm in urgent need of an expert in revenue summary analysis for my accounts assignment, to be completed ASAP. Areas of focus include: - Deciphering and analyzing an Excel file, which contains base financial data. - Providing a thorough understanding of the balance sheets, income statements, and cash flow statements in relation to the given data. Ideal qualifications: - Strong accounting background. - Proficiency in financial analysis and interpretation. - Familiarity with balance sheets, income statements, and cash flow statements. - Proficient in Excel data manipulation and interpretation. - Must be able to work fast as this task has a high-priority deadline.
I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage fina...
I'm in need of a skilled project administrator with a solid understanding of Deltek Ajera. The main responsibilities for this role will revolve around supporting key financial functions and project setup. Key Responsibilities: - Monthly data entry support for accounts payable and accounts receivable - Proficiency in using Deltek Ajera for seamless setup of project tasks and projects Communication: I prefer to have updates on tasks communicated through project management software. Being able to track progress and have a clear overview of ongoing activities is crucial. Ideal Candidate: - Proficient in Deltek Ajera - Strong experience in data entry, particularly in accounts payable - Excellent project administration skills - Prov...
We need an expert to produce content for our card-based learning platform. The content will specifically focus on: - Banking procedures Ideal skills should include: - Expertise in banking and financial services - A profound understanding of card-based learning and content creation - Ability to impart complex procedures in a detailed, yet easy-to-understand manner Our focus is for learners to grasp fully optimised banking operations. We require a detailed walkthrough, so freelancers would be providing comprehensive, step-by-step guides on various banking procedures. This is a creative yet strategic role, perfectly suited for someone well-versed in both the banking industry and engaging content creation.
Project Overview: We are in need of a skilled backend developer to implement the necessary functions for our financial services website. The primary goal is to ensure smooth operation and functionality across various sections of the site. Project Details: Functionality Scope: Implement backend functions to support the frontend interface. Develop APIs for data retrieval and manipulation. Ensure seamless integration with the chosen frontend framework. Sections Requiring Backend Functionality: User Authentication and Authorization Data Retrieval for Services Newsletter Subscription Management Interactive Content Management Blog and Opinion Management Event Management Comment Section Functionality Social Media Integration Contact Form Submission Handling ...
I need a skilled analyst to provide a set of comparable listed companies for my generative AI business with a focus on investment decision-making. This analysis will be crucial for my strategic planning and decision-making process. Key Deliverables: - A list of technology companies that are comparable to my business - Detailed financial metrics for each company including EV/Revenue, P/E Ratio, Debt to Equity Ratio, and Gross Margin Ideal Candidate: - Experience in financial analysis, specifically with a focus on technology companies - Strong understanding of investment decision-making processes - Proficiency in evaluating and interpreting a range of financial metrics - Familiarity with generative AI busi...
...seeking a freelancer experienced in developing customized dashboards for organizational management, proficient in data visualization tools, possessing strong analytical skills, and capable of creating a creative dashboard with three reports. Key Requirements: Customized Dashboard: Create a creative dashboard consisting of three reports: Financial Analysis by Region: Generate a detailed report analyzing financial performance across different regions, focusing on sales and profit metrics. Category Sales and Profit Report: Design a report to analyze sales and profit data across various product categories, facilitating trend identification and opportunity assessment. Cumulative Analysis Report: Develop a comprehensive report c...
Heading into a sponsorship agreement, I'm in need of a knowledgeable attorney. Your role is to draft a robust corporate sponsorship contract that addresses my major concerns: - Exclusivity Clause: The agreement must ensure that the sponsor will not sponsor similar ventures during our partnership period. - Termination Clause: A straightforward exit strategy if either party needs to back out. - Payment Terms Clause: Clear, concise provisions detailing all aspects of financial compensations. The contract needs to delineate a 6-month term. Lastly, it should expound on the sponsors' obligations, mainly focusing on financial support and promotional services. Suitable candidates have a deep knowledge of corp...
This project entails the creation of an intuitive mobile applicatio...Instant task and task status updates - Task-wise inventory functionality - Task completion insights - Features to highlight incentives, with filtering options based on locality Additionally, a functional CRM system is desired for: - Monitoring customer interactions - Generating sales reports - Streamlining contact management, and - Real-time tracking of earnings and redemptions. Ideal candidates for this project should have experience in mobile app development, CRM systems, and a deep understanding of customer operations. Proficiency in developing across both iOS and Android platforms is critical. Experience with user notification systems, in-app messaging, and financial reporting fun...
We run a Beard and Moustache Competition in Australia and need a creative design for this years certificate that gets printed on quality scroll paper and goes to every person that enters. I have attached an example of previous years certificate. Here are some points to consider when designing: - Must include a silhouette of a good beard - Style and background needs to look like it's printed on an olden days heritage paper - The fonts/text needs to be similar style to our previous years and must be clear and easy to read, can change the text slightly if needed. - Can be either landscape or portrait layout The certificate must include the following details from the attached PDF: - Include IN RECOGNITION OF YOUR C...
Financial model changes as per the scope discussed over chat
I'm in need of a concise, professional, and information-packed PowerPoint presentation to market my mutual fund advisory business. The target audience for this presentation includes retirees and individuals planning for their child's future. Key Points: - The presentation should focus on the Services offered by my business. - It should maintain a Professional and Informative tone throughout. - Data and statistics should be presented in the form of Infographics. Skills/Experience: - Proficient in creating engaging PowerPoint presentations. - Previous experience in financial services or mutual fund marketing would be a plus. - Ability to distill complex information into clear, accessible points. - Design skills for creating visually ap...
I'm in need of a professional who can create a comprehensive business plan, focused on the educational industry. Key Responsibilities: - Develop a detailed business plan tailored for an educational product/service. - Incorporate market research, competitor analysis, and financial projections. - Highlight the unique selling points and value proposition of the educational product/service. Ideal Skills: - Proven experience in business plan writing, particularly for the educational sector. - Strong understanding of market research methods and financial analysis. - Excellent communication skills to effectively present complex information. - Knowledge of investor perspectives and their expectations in the educational sector. Your work will be...
...seeking a skilled data entry analyst with the ability to create comprehensive data visualizations on Excel. The successful candidate will be tasked with: - Creating a variety of visualizations including charts, graphs, and dashboards from our data sets. - Visualizing key data elements like sales data, customer demographics, website traffic, and financial performance. - Updating the visualizations on a weekly basis to maintain relevance and accuracy. Ideal candidates should have a strong background in data entry and analysis, as well as exceptional proficiency in Excel and data visualization tools. Skills: - Data entry and analysis - Proficiency in Excel - Experience with data visualization tools Additional Skills: - Good understanding...
I'm in need of an individual with significant expertise in multinational broking quality assurance and internal control s...an internal control framework for my organization, which operates across more than 5 locations around the globe. Key Responsibilities: - Design of an internal control framework addressing risks arising from multi-location operations. - Focus on Financial Reporting, Operational Processes, Compliance and Legal aspects. Ideal Skills and Expertise: - Extensive experience in multinational broking quality assurance. - Proficiency in designing and implementing internal control frameworks for international organizations. - Strong understanding of financial reporting, operational processes, compliance and legal requirements. - Excellent communication and...
...someone to create a top-notch business plan report for me. The main focus should be on establishing key targets and making sound, applicable recommendations. Key Requirements: - Extensive experience in compiling business reports, particularly business plan reports. - Insight into effective tactics for target identification and building actionable recommendations. - Proficient research skills in the business field, able to access a good range of business resources. - Solid understanding of business planning, market strategy, financial analysis, and competitive analysis. Ideal Skills: - Excellent writing and editing skills, as well as strong communication abilities. - An analytical mindset with an attention to detail. - Familiarity with the l...
I am seeking a talented graphic designer to create an engaging and meaningful logo for my nonprofit organization, Choice 2, which is focused on college education. Key requirements for the project: Must say: The Abraham Sandoval Initiative - Incorporate the colors maroon and gold in the logo - Reflect our core value of college education Ideal Skills: - Experience in logo design - Strong understanding of color theory - Ability to translate themes into compelling visual ideas Your portfolio showcasing previous logo designs would be highly appreciated. Thank you for considering my project. Looking forward to collaborating with you.
I am in need of a Python developer with a focus on automation scripting. The primary task involves the creation of an algorithmic trading script with a specific functionality, particularly: - Automated Trading Execution: The script should be capable of executing trades automatically, given the parameters I set. Ideal candidates possess extensive experience in Python development, preferably in the field of financial algorithmic trading. Informative knowledge of trading principles and hands-on experience in script development are highly desirable. I'm looking forward to hearing from passionate individuals who are eager to take on this exciting challenge.
...experienced mobile application developer who can assist me with a trading application project. Key Requirements: - The application needs to be compatible for both iOS and Android platforms. - Proficient in delivering high-quality mobile applications with optimal user experience. This project includes three main features: - Real-time stock prices: The app should provide real-time updates for stock prices. - Portfolio management: It should assist users in managing their investment portfolios efficiently. - In-app trading: Users should be able to execute trades within the app. Additional Features: - Price alerts: The app must send out alerts about significant price changes. - News alerts: Notifications for essential financial news. - Social trading: It must...
I invested few lakhs to acquire a 1.02% stake in an SPV. Despite the overall sale price appreciation over five years, I'm facing a loss upon exit, contrary to expected gains. I'm seeking a forensic audit service to conduct a thorough analysis of this matter. I will provide my observations along with the Audit report and Bank statements. Before bidding, please ensure you have experience in conducting forensic audit investigations and the ability to observe irregularities (which will enable me to engage in a more informed dialogue with the SPV team). Key responsibilities: - Focus is primarily on the review of financial statements - Identify any signs of financial fraud - Deliver a comprehen...
