Planification financière Jobs

I need a Microsoft Excel payment plan for my residential real estate investments. The plan should include a down payment tracker. Payments will be made monthly. Ideal skills and experience: - Proficiency in Microsoft Excel - Experience creating financial trackers - Knowledge of real estate payment structures

Below are Cannabis Business Owner/Seller's data / financial's i need someone to prepare a full (compiled) set of financials i can share with lenders, financiers, etc. and which i can use for specific purposes below (i can't do anything with what you gave me) CRITICAL: i need to find out 911 what is gross/net income monthly and annual income before debt servicng, then i need to know the greatest mystery is what is income, after debt servicing for 1M loan, and what is dscr and dti? DELIVERABLES: TRANSACTION (ASSET BASED FINANCING) FINANCIALS: Deliverable is forward looking or going forward financials, and only adjustments possible are to ONLY INCOME OR ASSETS. I am ready to execute this TRS or Sell/Buy-back Repo! IF NEEDED I can provide more historical financials, t...

I need a skilled financial analyst to evaluate our income statements and cash flow statements. Key requirements: - Expertise in financial analysis - Experience with income statements and cash flow statements - Ability to provide insights for investment decisions, performance evaluations, or forecasting Ideal Skills and Experience: - Certified Financial Analyst (CFA) or equivalent - Strong analytical skills - Proficiency in financial modeling and data interpretation - Previous experience with businesses of similar size and industry Please include relevant experience in your İ have a accounting project for university its not that hard .

I need a skilled financial analyst to evaluate our income statements and cash flow statements. Key requirements: - Expertise in financial analysis - Experience with income statements and cash flow statements - Ability to provide insights for investment decisions, performance evaluations, or forecasting Ideal Skills and Experience: - Certified Financial Analyst (CFA) or equivalent - Strong analytical skills - Proficiency in financial modeling and data interpretation - Previous experience with businesses of similar size and industry Please include relevant experience in your İ have a accounting project for university its not that hard .

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I’m putting together an online offering that delivers clear, actionable financial consulting services to clients who need guidance on budgeting, cash-flow management, and long-term planning. I have the subject-matter expertise; what I need is a freelancer who can turn that expertise into a polished, client-ready experience. Your role will be to: • Structure the service packages (e.g., discovery call, one-off analysis, ongoing advisory). • Draft concise, reader-friendly copy for each package, including scope, outcomes, and FAQs. • Recommend and configure simple intake tools—think Typeform, Google Forms, or another lightweight solution—to capture client data before consultations. • Create a professional template set (welcome email, engagement lett...

Saya ingin membuka sesi tanya-jawab daring untuk mendapatkan informasi seputar keuangan dan bisnis. Fokus utama saya adalah “Mendapatkan informasi,” jadi saya membutuhkan seorang profesional yang mampu menjelaskan konsep, tren, dan praktik terbaik dengan bahasa yang mudah dipahami—bukan penjualan produk. Ruang lingkup: • Sesi konsultasi tatap muka virtual (Zoom, Google Meet, atau platform serupa) berdurasi ±60 menit. • Jawaban terarah pada topik keuangan dan bisnis, mulai dari strategi pengelolaan arus kas, analisis peluang pasar, hingga tips perencanaan bisnis praktis. • Ringkasan tertulis pasca-sesi berisi poin-poin kunci dan referensi lanjutan (format PDF atau Google Docs). Kriteria keberhasilan: • Penjelasan jelas, relevan, dan didukun...

I need a book keeper to enter 2024 and 2023 financial data into Xero for $40 total. My company has a tight budget of $40. You will need to be very experienced with Xero. My 2025 and 2026 data is already in Xero. My bank account is also attached to Xero. You need to categorize stuff and do balance sheet and p&l.

I’m ready to partner with a credit-repair professional who knows the Canadian system inside out. My main priority is true credit repair—removing inaccurate or outdated items, resolving collections, and setting up the foundation for a stronger score with both Equifax and TransUnion. To move forward I’d like you to outline, in a detailed project proposal, exactly how you’ll tackle: • An initial audit of my Equifax and TransUnion Canada files • Dispute strategies for negative or incorrect entries (collections, charge-offs, inquiries, etc.) • Negotiation or settlement steps where removal isn’t possible • Ongoing rebuilding tactics that comply with Canadian regulations (e.g., adding positive tradelines, utilization guidance) • ...

I'm looking for someone with a strong background in corporate finance and company valuation to help me complete a two-part valuation project. Part 1 — Revisions Part 1 is already drafted but has received feedback that needs to be addressed. The work involves reviewing the existing document alongside the comments provided and making the necessary amendments, corrections, and improvements. I'll share the current draft and the full list of comments once we connect. Part 2 — From scratch Part 2 has not been started. The selected freelancer will produce this section in full, following the same scope, methodology, and formatting conventions established in Part 1.

I run a growing business solutions business company that supports a portfolio of small-to-medium businesses. To absorb new clients I’m bringing on an experienced accountant who can begin on a freelance basis, with the clear possibility of moving into a permanent post once we are both confident the fit is right. Your daily environment will be Sage, so you should already move comfortably around its general ledger, bank rec, reporting and add-on modules. If you are also familiar with other systems that’s a plus, but Sage proficiency is non-negotiable. Core work I need handled: • Bookkeeping – entering and reconciling all transactions, maintaining clean ledgers • Tax preparation – quarterly VAT / sales tax returns and annual filings, ready for my review ...

I need a bookkeeper who can jump straight into my QuickBooks file and, on a cash-basis, record every daily transaction—both sales income and outgoing expenses. The goal is to keep my books fully up to date so that I always have a clear picture of cash flow, profitability, and readiness for tax season. Here’s what the role involves day to day: • Enter each sale and expense promptly in QuickBooks • Reconcile bank, PayPal, and credit-card feeds so balances always match statements • Digitally attach receipts or invoices to every entry and keep the document folder tidy • Flag any missing paperwork or unusual items for clarification that same day • Produce a concise weekly summary (P&L and cash-flow snapshot) and, at month-end, a more detailed r...

I am in the early stages of opening a healthy, organic food store and have laid the groundwork—location research, supplier contacts and a preliminary business plan are already in place. To move from concept to grand opening, I need a silent partner who can inject capital while allowing me to run day-to-day operations independently. Here’s where we stand: • Concept: Retail outlet focused on fresh, locally sourced organic products and ready-to-eat wholesome meals. • Stage: Start-up; lease negotiations and fit-out plans are queued, pending funds. • Structure on offer: Equity share with quarterly profit distributions; formal agreement drafted once funding level is agreed. If you are interested in backing a purpose-driven food venture without the obligation to p...

Seeking experienced consultant familiar with small-scale investment management operational structure, bookkeeping, entity setup, and compliance-adjacent workflow organization. Context: * Single sophisticated investor relationship * Conservative structure emphasis * Major broker/custodian environment * Primarily monthly income; equities, ETFs, covered calls, cash-secured puts * Strong preference for simplicity, documentation, and operational clarity Seeking guidance on: * minimal sane operational structure * bookkeeping/accounting workflow * expense documentation * management agreement concepts * entity/account organization * operational safeguards * realistic scaling considerations This is not a request to create a fund overnight, solicit investors, or construct offshore structures. ...

Saya sedang menyiapkan sebuah inisiatif dan ingin menambahkan aspek ekonomi berupa perencanaan keuangan jangka panjang. Fokus utama saya adalah membangun peta jalan keuangan yang realistis, terukur, dan berkelanjutan. Ruang lingkup yang saya bayangkan: • Menyusun proyeksi arus kas 3–5 tahun ke depan. • Mengidentifikasi kebutuhan pendanaan serta skenario pertumbuhan. • Membuat kerangka kerja pengelolaan risiko dan cadangan dana. • Menyusun panduan strategi investasi yang selaras dengan tujuan jangka panjang. Saya masih belum yakin apakah memerlukan bantuan terperinci dalam penyusunan anggaran, jadi masukan Anda tentang level detail yang tepat sangat dihargai. Berikan contoh laporan atau template yang pernah Anda gunakan, jelaskan pendekatan analisis yang akan dip...

I’m comfortable navigating Sage50 at an intermediate level, but I want to tighten up everything that touches Accounts Payable and Accounts Receivable. The goals are simple: • Review my current setup to spot posting or reconciliation issues. • Show me faster, cleaner workflows for entering vendor bills, customer invoices, and allocating payments. • Troubleshoot any quirks that surface while we work so I don’t lose momentum later. We can connect by screen-share, walk through real transactions, and finish with a concise, step-by-step reference I can keep on hand. If you have proven experience maximising Sage50’s A/P & A/R modules and can explain your process clearly, I’m ready to schedule the first session right away.

I need a robust discounted-cash-flow model built from the ground up so I can confidently value a new business line we are assessing. The work sits squarely in the financial-modeling side of FP&A and focuses exclusively on valuation rather than budgeting or cost tracking. Attached is the sheet I need completed and I would like to then have a brief session understanding how it was done. (1 - 2 hour would suffice for this I presume).

Saya sedang mencari seorang ahli keuangan pribadi yang bisa membantu saya meningkatkan kualitas hidup melalui Panduan gaya hidup, khususnya pada aspek Keuangan pribadi. Fokus utama saya adalah Investasi dan tabungan. Gambaran kebutuhan: • Menganalisis kondisi keuangan saya saat ini—penghasilan, pengeluaran, dan aset. • Menyusun strategi tabungan rutin yang realistis untuk tujuan jangka pendek dan panjang. • Merekomendasikan instrumen investasi yang cocok dengan profil risiko saya serta pasar Indonesia (reksa dana, obligasi ritel, saham blue-chip, atau opsi lain yang relevan). • Menyediakan panduan langkah-demi-langkah beserta template atau spreadsheet sederhana agar saya dapat memantau progres secara mandiri. • Memberi penjelasan singkat tentang cara...

My siblings and I need help to locate lost stocks, inherited from our great-grandfather, from a privately-held company whose 2021 sale resulted in a large payout for our brother (who had proof of his ownership; we are hoping his experience may have left a trail of crumbs). We have already done a significant amount of research. We have letters and some information but need an expert to navigate the recovery process. Ideal Skills and Experience: - Experience with stock recovery - Familiarity with stock issuers and transfer agents - Strong research skills - Financial background is a plus We are offering an initial fee, plus a percentage of any funds provide a detailed plan and timeframe.

I need assistance in negotiating a $130,000 promissory note with the U.S. Department of the Treasury. The primary goal is to improve cash flow management, as we intend to use this promissory note to compensate our architect. Key objectives for the negotiation: - Lowering the interest rate - Extending the payment terms - Reducing the principal amount Ideal Skills and Experience: - Familiarity with U.S. Treasury processes - Strong negotiation skills - Financial expertise, especially with promissory notes - Prior experience in handling government financial agreements

I'm looking for a professional screencast tutorial video on finance topics. The video should be clear, engaging, and informative. Key Requirements: - Cover essential finance concepts - High-quality screencast production - Clear audio and visuals - Engaging presentation style Ideal Skills: - Finance expertise - Video editing proficiency - Experience with screencast software