Cfp financial planner jobber

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Need a CV written in Norwegian tailored for the financial sector/industry for a Masters degree graduate in Money, Banking and Finance. Will provide my current Norwegian and English CV.

Need a CV written in Norwegian tailored for the financial sector/industry for a Masters degree graduate in Money, Banking and Finance. Will provide my current Norwegian and English CV.

...Innovation - Hi, Vito Lavanga. Own INDUSTRIAL RIGHTS, mathematician, working in technical-scientific, IT&C and Financial disciplines; ...I have a prestigious development environment, for partner use: - we have Premium, 4 years, WordPress/WooCommerce and many AI/tools for your use; ...I'm looking for a new line for future .EUs and to present to World GOAL: Main: Staff: Large Basic: , , , , , , TARGETS: broker, bookmakers, traders, agents, investors (financial or industrial); ...every person positive to him land and its people (patrons or public personalities); every operator promoting Ecological TRANSITION in

I'm looking for a seasoned writer to assist me with a dual project: a business report and a series of blog posts. Responsibilities: - The business report should be well-researched, focusing on key areas such as marketing strategies, financial analysis, and industry trends. - The blog posts should be engaging and informative, tailored for a specific target audience which may include business professionals, entrepreneurs, and the general public. Ideal Skills and Experience: - Proven experience in business writing, with an emphasis on reports and blog posts. - Ability to conduct thorough market research and competitor analysis. - Strong understanding of sales forecasting and how to present this data in a clear and impactful way. This project is an excellent opportunity for ...

I'm in need of a professional who can help with my private limited company's annual compliance tasks. Key Tasks: - Filing Annual Financial Statements - Conducting an Audit - Updating Statutory Registers Key Requirements: A. Auditor Appointment & Filing of Form ADT - 01 (Auditor Appointment). B. Preparation & Filing of Form INC - 20A (Declaration of Commencement of Business). C. Assistance & Documents Preparation for Company's Current Bank Account. D. Preparation & Filing of Balance Sheet, P & L Accounts, Audit Report, and Director's Report. E. Preparation & Filing of Extract of Annual Returns & Financial Statements (Unlimited Transactions). F. Preparation & Filing of Annual Returns Form AOC - 04 (Financials Related A...

I need financial data from bloomberg or any other database for research.

...365 F&O Modules**: I need assistance in integrating Dynamics 365 F&O with Power Platform, particularly focusing on Financial Management and Supply Chain Management. - **Power Platform Integrations**: Require your support in: * Data integration: Ensuring seamless data exchange between the two systems. * Workflow automation: Developing and implementing automated workflows for various business processes. - **Vendor Invoice Creation**: The vendor invoice creation process should include: * Auto-population of vendor details: Ensure vendor information is correctly filled in. Ideal Skills and Experience: - Strong background in Microsoft Dynamics 365 F&O, particularly in Financial and Supply Chain Management modules. - Proven experience in developing and imple...

I am looking for a talented designer to create a modern and sleek marketing flyer for my mortgage brokerage company. The flyer will be used to promote my services, connect with potential homebuyers,...additional services. Design Preferences: - The overall design of the flyer should be modern and sleek. - It should have a clean and professional look to reflect the credibility of our brokerage firm. Ideal skills and experience for the job include: - Proficient in graphic design software, such as Adobe Illustrator or Photoshop. - Experience in designing marketing materials, particularly for financial services or real estate. - Understanding of the mortgage industry and the needs of potential homebuyers. - Strong attention to detail and ability to create visually appealing and engagin...

Project Description Objective: Conduct a detailed analysis of several 3D planner software platforms to compare their offerings and pricing structures. The goal is to provide a comprehensive, visually appealing summary that highlights key features, subscription plans, and costs associated with each software. Scope: Competitors: The platforms to be analyzed include Saninet 3D Planner, MATICAD DOMUS3D, PALETTE CAD, TILE LOOK, VISOFT, and SPARK VISION. Data Collection: Extract detailed information from the competitors' websites, focusing on: Price Features Customer Support Compatibility Cost Type of Subscription What is included in each type of subscription 3D Modeling Costs: Gather information about the costs associated with 3D modeling for new products, including the dat...

I'm looking for a financial expert skilled in Tally ERP9 to help with specific bookkeeping tasks. This includes bank reconciliation for 1-5 accounts on a monthly basis, as well as the generation of financial statements. Key Responsibilities: - Reconciliation of 1-5 accounts monthly using Tally ERP9 - Generation of monthly financial statements The ideal candidate should: - Be proficient in Tally ERP9 - Have prior experience in bank reconciliation - Possess a strong understanding of financial reporting I need someone who is detail-oriented, has excellent organizational skills, and can provide accurate financial records in a timely manner. Prior experience with similar tasks is a definite plus.

I'm in urgent need of an urban planner to assist me with a project related to the program 'Building Cities'. I need now help in the first part which is CITY FOUNDING i dont seem to relate between the CITY PLANINGm the CITY FOUNDING which is building the city hall and the Geography regions like the attached WOODLAND It should be simple.... check it out ... its urgent for today

We are seeking a skilled AI and Machine Learning Engineer and Software Developer to develop and train ...decision-making - Implement NLP techniques to enhance chatbot interactions - Proficient in chatbot development frameworks, particularly Dialogflow and Microsoft Bot Framework Please READ the attachment CAREFULY. Please submit your technical and financial proposal. Team building and proposal are encouraged (AI and Machine Learning Engineer + Software Developer). Evaluation Criteria Proposals will be evaluated based on the following criteria: • Technical Approach and Methodology (40%) – Maximum 3 pages. • References and Past Performance (10%) • Financial offer (50%) (including number of proposed hourly rate and estimated total number of...

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I need a professional to prepare my income statement and balance sheet according to IFRS standards. My records are ready, and I only require a summary-level of detail. Ideal skills and experience include: - Proficiency in IFRS (International Financial Reporting Standards) - Proven track record in preparing financial statements, especially income statements and balance sheets - Detail-oriented and able to work with a high level of accuracy - Good communication skills to clarify any details for a summary-level reporting. This is a one-time project, but if successful, there may be more in the future.

I require an experienced accountant to prepare a set of financial documents for my company. Last 2 year Audited Financial statements for the previous 2 fiscal year-ends: Income Statement, Balance Sheet, Cash Flow Statement Interim Financial Statements (Balance Sheet, P&L, Cash Flow Statement) Financial statements for the most recent interim period: Income Statement, Balance Sheet, Cash Flow Statement Merchant Processing Statement

I have bank statements from Bank A that I need converted into an Excel spreadsheet. The specific transactions you'll be dealing with are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: bot...are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: both deposits and withdrawals. - Once this data is entered into the spreadsheet, I need you to sort it by transaction type. This role requires expertise in Excel and a keen eye for detail is essential, as the integrity of the data will be paramount. Knowledge about financial transactions, specifically deposits and withdrawals, will be useful. A background in bookkeeping or accoun...

I'm looking to leverage Azure document intelligence prebuilt models and train models to extract data from a variety of tax and financial documents. The extracted data needs to be exported into a Google spreadsheet. Additionally, I need an interface for users to easily upload these documents. Key Requirements: - Extract data from various financial documents: primarily focusing on Expense reports, W-2 forms, credit card statements, 1099s, and annuities. - Extract specific data from credit card statements such as Transaction amounts, Merchant names, Transaction dates, and also the ability to convert currency and combine rows. - Extract specific data from bank statements like Account balances, Transaction descriptions, and Check numbers. Ideal Skills and Experience: - Pr...

I'm seeking a skilled freelance copywriter to help with an exciting project. Your primary task will be to create compelling copy that drives engagement, boosts SEO, and ultimately leads to increased revenue. Your role will be crucial in helping me achieve my financial goals. Key Responsibilities: - Develop persuasive, SEO-optimized copy - Understand target audiences and create tailored content - Collaborate on content strategies - Monitor and optimize content for performance Ideal Skills: - Proven experience in copywriting - Strong understanding of SEO - Ability to write engaging, persuasive content - Excellent communication and collaboration skills If you have a passion for writing and a keen interest in boosting online revenue, I'd love to hear from you. Please be ...

...be utilized and their expected impact on the business. - Financial projections that can demonstrate the feasibility and profitability of the startup, specifically focusing on the loan amount requested (between INR 15Lakh to 20Lakh). - Break-even analysis that can help potential lenders understand the risk and reward of investing in this venture. The right candidate for this job should possess a solid understanding of the Food and Beverage industry, as well as a background in financial analysis and reporting. Previous experience in assisting startups in securing funding or creating detailed project reports for the purpose of obtaining loans would be a significant advantage. They should also be able to clearly articulate complex financial data in a way that is easily...

...with you during our discussion. Therefore, expertise in UI/UX designs and experience in developing aesthetically-pleasing apps will be advantageous. Applicants should also show a strong understanding of securely handling real-time transaction data and sensitive user information. Please provide a portfolio or samples of past work in your application. Your previous experience in creating similar financial apps will also boost your application. I want to build a cash advance app that a user log ins using email and password or create an account using email and password, then next page after successfully authentication asks first time customer to create a profile with first name last name address phone number, then on next page customers input their bank debit card information, then ...

Company Overview: is a leading online platform dedicated to providing innovative & effective financial education. Our courses and resources are designed to empower individuals to achieve financial success. Job Summary: We are looking for a versatile and highly organized Digital Marketer to join our team.

I'm looking for a freelancer to create two custom monthly payslips based on an annual salary of $105,000. The payslips will be for April & May should be professional, simple and include the following details: - Employee's name and address - Employer's name and addr...April & May should be professional, simple and include the following details: - Employee's name and address - Employer's name and address - Date of payment - ABN (Australian Business Number) - Year-to-date (YTD) earnings The required format is a simple and professional design without any need for color or excessive creativity. Ideal Skills and Experience: - Experience in creating payslips or financial documents - Understanding of Australian payroll standards and regulations - Abili...

I'm looking for a skilled freelancer to develop a customized net worth spreadsheet. This spreadsheet should enable me to meticulously track my financial progress across various categories. Key Requirements: - The spreadsheet should allow me to input and monitor: - Investments (especially individual stocks) - Debt - Savings - Income - Expenses - Other category for miscellaneous expenses or income - I require a simple, user-friendly design that makes manual data entry easy and intuitive. Skills and Experience: - Proficiency in spreadsheet software such as Excel or Google Sheets is essential. - Experience in financial tracking and net worth management is highly beneficial. - Understanding of stock market, investment tracking, and basic accounting principle...

I am looking for a skilled and experienced writer to help me create a content plan and write various pieces for my website and Instagram page, both of which revolve around real-life stories. Key Responsibilities: - Develop a content plan that includes a mix of original, creative content with a focus on real-life stories. - Write engaging and high-quality content for both the website and Instagram page. - Suggest complementary design and photo ideas for the content plan. - Manage the content creation process in collaboration with us. - Work on a parallel Instagram page to support the main webpage, and potentially collaborate with a graphic or sketch art partner for visual elements. Ideal candidates should have: - Prior experience in writing erotica or similar content. - A good understand...

I am l...looking for a specialist in IFRS 9 modelling. The primary purpose of this project is to aid in the financial reporting of my company. Specifically, I aim to achieve more reliable risk assessments through improved modelling. This project will focus specifically on the financial reporting of loans and receivables. Therefore, it is crucial for the chosen freelancer to be well-versed in these financial instruments under IFRS 9 modelling. Ideal Skills: - Thorough understanding of IFRS 9 modelling - Experience in financial reporting of loans and receivables - Ability to create reliable risk assessment models Your role will remarkably improve the transparency and reliability of my company's financial reporting. I'm excited to work with a ...

I'm seeking a talented developer with a solid understanding of Excel VBA and Python to develop a system that generates and runs Python code via a manual button within Excel. The Python code generated should have the capability to work with financial data specifically. Linguistic proficiency in Excel VBA and Python is required; knowledge in XLwings or a similar tool would be a significant advantage.

I'm seeking a skilled and versatile bookkeeper to manage my accounts in QuickBooks. Key Responsibilities Include: - Daily entry of transactions - Financial statement preparation - Tax planning and filing Ideal Qualifications: - Proficiency in QuickBooks - Experience in managing both accounts payable and receivable - Strong understanding of tax planning - Excellent attention to detail - Previous experience working with a diverse range of transactions I value clear communication and a proactive approach to managing my finances. The role may be expanded in the future if the right candidate demonstrates a keen eye for financial strategy.

...professional who can create a business continuity plan (BCP) and IT policy for a financial and asset management company based in ADGM (Abu Dhabi Global Market). Key Deliverables: - BCP: The plan should cover data protection, disaster recovery, and network security. It needs to be tailored to a small business with less than 50 employees. - IT Policy: I require a thorough IT policy that aligns with best practices and the specific needs of my firm. Key Considerations: - My firm currently has 7 employees using Microsoft 365. There are basic existing IT infrastructure or policies in place. Hence, the BCP and IT policy should be designed from scratch. Ideal Skills: - Experience in creating BCPs and IT policies for financial companies. - Knowledge of data protection, disaster ...

I need an experienced and detail-oriented finance report writer for my project. In this role, you will be responsible for compiling a comprehensive finance report. Your work will be essential for our financial decision-making and strategy development. Please apply only if you have relevant experience in financial reporting and analysis. Your attention to detail is crucial, as the accuracy of our financial data is paramount. Thank you.

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Job Title: Offshore Banking Specialist Responsibilities: • Consult on choosing a bank that meets the requirements of an offshore company. • Interact with banking and regulatory authorities in Seychelles. • Ensure the account opening process complies with international standards and legislation. Requirements: • Experience in the financial sector, preferably with offshore companies. • Knowledge of international banking legislation and practices. • Excellent communication skills and the ability to work in an international environment. • Proficiency in English at a high level.

I need help configuring my instance of to reach out to contacts and inquire about their clients, specifically business owners who may be interested in selling their businesses. Key Requirements: - Configuring : I am seeking a professional who can set up my instance of to effectively reach out to a wide network of professionals (accountants, financial advisors, bankers, wealth managers) with the aim to identify potential sellers among their clientele. - Contacting Professionals: Your role will be to utilize to establish contact with these professionals and to inquire about any potential business owners among their clients who might be interested in selling their businesses. - Handling Large Scale: You should be able to manage a large number

...freelancer for this task should possess a strong proficiency in cloud-based software development, particularly those intended for construction project management. Your experience should also extend to designing user-friendly interfaces that cater to the needs of project management and administrative professionals. Web Application A cloud-based platform designed to streamline project management, financial tracking, and employee/subcontractor monitoring. Following are the list of each component of the platform along with the features it can offer: 1. Project Tracker This module will allow users to manage and track the progress of each construction project individually. Features: • Dashboard: Central hub displaying key metrics, status updates, and alerts for each project. &b...

I require a functional, customer-friendly website for my online electronics business. It should be designed to facilitate seamless online sales with a focus on effective product display and a smooth shopping experience. My project demands fo...website development. - Proficient understanding of integrating payment gateway for Credit/Debit Cards. - Excellent understanding of user interface and user experience design. - Knowledge and skills in creating appealing visuals of electronics items. - Familiarity with optimizing online shopping procedures from browsing to check out. The approach should prioritize user navigation and ensure secure financial transactions. A comprehensive understanding of electronics and their consumers is a plus. Proven experience in similar projects will be b...

I'm seeking an experienced consultant adept at various aspects of personal automation. These include: - Task management: Your expertise should cover automation of task scheduling, prioritization and reminders. - Financial management: I require automation for my finances, specifically tracking my budget and investments. - File Workflow and project management automation. - Setting up all digital systems to be reflective and assisting to having a second brain with at all times. Specifically i am looking for someone with a real skill and passion and experience in setting up digital automation to make life productivity 10X If you have prior experience in these domains, please apply. The ideal candidate is one who excels in streamlining processes to simplify life.

...business plan that's not only investor-friendly, but also aligns with my business goals and objectives. Key deliverables: - A detailed business plan that includes market analysis, financial projections, and a clear path towards profitability. - The plan should be tailored to attract potential investors, showcasing the value of my business and the potential for high returns on investment. Ideal skills and experience for this job include: - Proven track record in writing successful business plans that have secured funding for startups. - Deep understanding of the current market and industry trends. - Strong financial analysis and forecasting skills. - Excellent communication skills to clearly articulate the business's value proposition and growth potential. - Abi...

I am looking for only Indians. I'm in need of a skilled writer for two key tasks: a business report and a blog post. Please note that some details were omitted by the client, so you may need to clarify them as you work. For the business report, I'll provide you with data regarding our company's financial performance, market trends, and growth opportunities. Your job will be to analyze this information and present it in a clear, concise, and insightful manner. This will help us make informed decisions in the future. The blog post's topic was not specified, so I'll need you to come up with a relevant, engaging theme. The target audience is also not clearly defined, so the content should be versatile and appeal to a broad range of readers. The ideal cand...

... if we get past the first question, let’s delve a little deeper into what I am after. We are an outsourced paraplanning business in the field of Financial Planning in Australia. The two major parts of this business that I think AI could assist with, if done correctly are: 1. Reviewing the Work Requests that are sent to us. 2. Reviewing the Advice Documents that we have written to make sure they meet the client’s (Financial Planner) work request and are compliant with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This ca...

a) investment cost analysis ) b) p&l c) Revenue analysis and d) Analysis of operating expenses

1) investment cost analysis (fixed) b) p&l c) Revenue analysis (3 years minimum) d) Analysis of operating expenses

I am seeking for a qualified logistics planner with a strong background in distribution management. I require assistance and expert advice on finding a 3PL for packaging and distribution. Also developing a check list for a first-time user of 3PL's Key responsibilities: - Assessing our current logistics plan, mainly focused on distribution - Developing a robust, efficient distribution plan for freight operations - Providing regular advice on maximising distribution efficiency Ideal candidate must have: - Significant experience in logistics planning, especially distribution strategy - Expertise in Distribution - Solid understanding of supply chain processes - Exceptional problem-solving abilities It would be a bonus if you have previous experience with a 3PL provider. Your o...

I'm in need of a highly skilled finance professional who can create a detailed, data-rich report for the general public. Key Requirements: - The purpose of the report is to present financial data. - The report should be detailed, including charts and graphs to illustrate key points. Ideal Skill Set: - Extensive experience in financial analysis and reporting. - Ability to present complex data in a clear and engaging manner. - Proficiency in creating detailed charts and graphs. The final output should be a comprehensive, engaging report that can be easily understood by the general public.

...prices for its predictions. - **Accuracy Standard:** The primary requirement for the model is to deliver a prediction accuracy level above 70%. Ideal Skillset: - **Data Science:** Proficiency in data science is essential, along with a comprehensive understanding of stock market dynamics. - **Machine Learning:** Strong experience in developing machine learning models, particularly in the area of financial forecasting. - **Statistical Analysis:** A robust background in statistical analysis to ensure the model's accuracy. - **Programming:** Proficiency in relevant programming languages and tools for this type of project is a must. Overall, I'm looking for a professional who can create a robust, reliable, and accurate short-term stock market prediction model based on his...

In need of a professional able to manage the distribution ...distribution of my estate assets. There isn't a strict deadline for project completion, so thoroughness and meticulousness are prioritized over speed. Key Responsibilities - Overseeing the distribution of real estate properties and financial investments related to the estate. Ideal Skills - Experience in asset distribution, particularly relating to estate administration. - Familiarity with legal documents involved in these processes. - Strong attention to detail is imperative, as the project doesn't have a time limit. - Experience in real estate properties and financial investments management is beneficial. This important task needs utmost precision, thus prior experience in estate administration or ...

...designed to equip project leaders and project members with knowledge, skills that enable them to estimate planned projects. estimating is a basic industry process that answers the question “How much is the project expected to cost?” Inaccuracies in project estimates will have detrimental effects on all parties involved. because industrial projects require a relatively long time to implement, financial commitment must be obtained before the industrial process, usually the price is obtained before the construction of the project is carried out. This project cost estimate (Project Cost Estimation) is very useful for planners, implementers, owners, as well as investors to determine whether the project will be carried out or not. project cost estimatio...

...designed to equip project leaders and project members with knowledge, skills that enable them to estimate planned projects. estimating is a basic industry process that answers the question “How much is the project expected to cost?” Inaccuracies in project estimates will have detrimental effects on all parties involved. because industrial projects require a relatively long time to implement, financial commitment must be obtained before the industrial process, usually the price is obtained before the construction of the project is carried out. This project cost estimate (Project Cost Estimation) is very useful for planners, implementers, owners, as well as investors to determine whether the project will be carried out or not. project cost estimatio...

...looking for an experienced financial analyst with expert-level MS Excel skills to provide a comprehensive understanding of the data and help build a comprehensive energy financial model. Key Deliverables: - Explanation of Cash flow projections - Explanation of ROI calculations - Explanation of Sensitivity analysis - Explanation of 5-year financial projection - Explanation of Manufacturing Financial Feasibility Modeling Data Inputs: - Revenue projections - Cost projections - Investment costs - Tax rates Inflation Handling: - Inflation should be included in the projections Ideal Candidate: - Proficient in MS Excel, capable of building complex models - Experience in financial modeling for the energy sector - Understanding of manuf...

...skilled solidity blockchain developer to create multi-signature smart contracts to handle financial transactions. Key Responsibilities: adding features debugging maintenance - Develop multi-signature smart contracts on the Ethereum blockchain. - Perform thorough testing to ensure contract security and functionality. Ideal Skills and Experience: - Profound knowledge of Solidity and Ethereum blockchain. - Experience in developing and deploying multi-signature smart contracts. - Strong understanding of financial transactions processing. - Familiarity with smart contract testing and debugging. Please show examples of previous smart contracts you've developed, especially multi-signature contracts for financial transactions. Have in mind that a thorough underst...

I'm looking to create a Wordpress website that will serve as an e-commerce platform for selling digital trading indicators. Key Requirements: - Development of a professional, user-friendly and responsive website. - Creation of a secure payment gateway for individual purchases. - Implementation of a system that can deliver the digital trading ind...Skills: - Proficiency in Wordpress development, e-commerce websites and payment gateway integration. - Strong knowledge of digital product delivery systems. - Experience in designing and implementing secure and user-friendly payment systems. Please note that the primary focus is on the e-commerce functionality and the secure delivery of the digital products to customers. Your understanding of financial tools and trading indicators ...