Finance is the science and art of managing money and resources. It involves understanding economic activities, markets and other areas such as taxes, investments, business law, and financial reporting. A Financial Expert is a professional that has a deep understanding of the inner workings of money management, from providing guidance in budgeting to tax planning. Their knowledge is invaluable for businesses who want to keep their resources in order, as well as individuals who are looking to obtain financial stability.

Here's some projects that our expert Financial Experts made real:

  • Setting up financial data for businesses
  • Analyzing markets and investments for optimal returns
  • Creating financial models for smart device companies
  • Preparing financial reports and balance sheets
  • Guidance on tax planning and budgeting
  • Disassembling enterprises in legal and financial terms

From working with companies to helping individuals, our expert Financial Experts on Freelancer.com can help you to tailor your finances to the most favorable outcomes. If you have an idea or have a current project that requires expertise in the area of finance then post your project in Freelancer.com now. Our highly qualified freelancers are ready to help you bring your vision to life!

从104,882个评价中,客户给我们的 Financial Experts 打了4.9,共5星。
雇佣 Financial Experts

Finance is the science and art of managing money and resources. It involves understanding economic activities, markets and other areas such as taxes, investments, business law, and financial reporting. A Financial Expert is a professional that has a deep understanding of the inner workings of money management, from providing guidance in budgeting to tax planning. Their knowledge is invaluable for businesses who want to keep their resources in order, as well as individuals who are looking to obtain financial stability.

Here's some projects that our expert Financial Experts made real:

  • Setting up financial data for businesses
  • Analyzing markets and investments for optimal returns
  • Creating financial models for smart device companies
  • Preparing financial reports and balance sheets
  • Guidance on tax planning and budgeting
  • Disassembling enterprises in legal and financial terms

From working with companies to helping individuals, our expert Financial Experts on Freelancer.com can help you to tailor your finances to the most favorable outcomes. If you have an idea or have a current project that requires expertise in the area of finance then post your project in Freelancer.com now. Our highly qualified freelancers are ready to help you bring your vision to life!

从104,882个评价中,客户给我们的 Financial Experts 打了4.9,共5星。
雇佣 Financial Experts

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    58 找到工作

    I am raising equity capital to take my XAU/USD trading concept from an early idea to a fully tested, data-driven strategy. The project is still in the startup stage, so 100 % of the funds will be channelled into research and development—market data subscriptions, quantitative back-testing, and the first live-trading pilot. I am open to structuring a straightforward equity stake for investors who can commit the required capital or for professionals who can introduce suitable investors and help formalise the deal. Clear, transparent terms, a realistic funding timetable, and a shared appetite for the gold-USD space are essential. Deliverables • A written investment proposal or term sheet that outlines the equity percentage, tranche amounts, and timeline • Confirmation of...

    $2150 Average bid
    $2150 平均报价
    3 个竞标

    1- Task is to visit an institute physically and take atleast 10-15 geotagged photos of the name board of the institutes captured from outside the building and preferably inside too. Download app for geotagged pics from the link: 2- Get the verification forms filled, signed and stamped by the HR or relevant authority of these locations. 3- Get the details of verifier that is their name, designation, Department and Contact. 4- In case of refusal to fill form, take the written refusal statement with stamp or sign as a proof. If they don't give written, ask them that you want to record them saying their reason and take their details like name designation contact etc. If both isn't possible, just take their details like name of person whom you met, their designation, contact, or t...

    $438 Average bid
    本地
    $438 平均报价
    3 个竞标

    Buscamos a alguien que pueda comenzar a las 10:00 (hora España), de lunes a viernes. Te proporcionamos un guion cifras y URLs. Tu trabajo es abrir cada enlace y comprobar que el dato está ahí (gráficos, titulares de noticieros...etc). Y si un enlace no funciona, buscar otro que confirme lo mismo y cambiar la URL en el guión. Duración: 1–1,5 h/día. Pago: 6,8USD/h. Se valora tener conocimientos/estudios en finanzas.

    $969 Average bid
    $969 平均报价
    31 个竞标

    I'm looking for a comprehensive financial projections plan for my fashion startup. Key components needed: - Revenue Forecast: Project sales and income. - Expense Forecast: Detail all operating costs. - Profit and Loss Statement: Summarize expected profits and losses. Ideal skills and experience: - Expertise in financial modeling - Experience with startups, especially in fashion industry - Strong analytical skills - Ability to work without existing financial data

    $735 Average bid
    $735 平均报价
    14 个竞标

    I’m heading into the final-round interview for an Investment Analyst – Risk Management position this Thursday. The role covers asset allocation and fund selection for two sovereign wealth funds, with full responsibility for Market, Credit, and Operational risk analysis. I have already cleared the first interview and the psychometric test; now I want to make sure my technical knowledge is watertight so I can stand out in front of the panel. Here’s what I need from you: • A focused, one-on-one technical review that drills into the risk frameworks I’ll be expected to discuss (VaR, stress testing, liquidity metrics, scenario analysis, downside-risk stats, counterparty exposure, and control processes). • Quick validation that my asset-allocation approach an...

    $938 Average bid
    $938 平均报价
    12 个竞标

    Senior Marketing Strategist for US Tax Client Acquisition We are a tax services firm seeking a senior freelance marketing expert to design and execute a lead generation strategy focused on acquiring US-based tax clients (individuals and/or businesses). The goal is to build a consistent pipeline of qualified leads that convert into tax preparation, planning, or consulting clients. You must have proven experience marketing high-consideration, compliance-based services like tax, accounting, or financial advising. Core Objectives: Develop a tax-season-centric yet year-round marketing strategy. Target and acquire clients who need US tax preparation, tax planning, IRS issue resolution, or specialized tax services. Build trust and authority in a sensitive, competitive market. Key Responsib...

    $3143 Average bid
    $3143 平均报价
    33 个竞标

    I need a polished presentation that convinces potential investors of the financial upside in starting a sugarcane plantation. The slide deck should highlight how straightforward the crop is to grow—no specialised skills or expensive technology required—while backing that claim with solid numbers. Please focus the narrative on economic benefits and projections: start-up costs, expected yields per hectare, processing or offtake options, and realistic ROI timelines. Charts, simplified cash-flow models and any regional market data you can source will be critical. Visual clarity matters more than lengthy paragraphs, so use concise text, infographics and high-resolution images to keep attention on the figures. Deliverables • 15–20 slide investor deck in PowerPoint, Key...

    $141 / hr Average bid
    $141 / hr 平均报价
    76 个竞标

    I run a telecommunications company and need help navigating the maze of taxes that apply to our industry. The immediate focus is telecommunications‐specific compliance: identifying every federal, state, and local obligation, making sure our surcharge calculations are correct, and preparing the filings so we never miss a deadline. What I would like from you: • A clear review of our current processes and invoices to pinpoint exposure or over-collection. • A step-by-step compliance roadmap that tells me which forms go where, when, and with what supporting data. • Practical advice on maintaining documentation in case of an audit, plus recommendations for any software or tools that will keep us organised. If you also have experience with broader telecom issues—r...

    $438 / hr Average bid
    $438 / hr 平均报价
    18 个竞标

    Harga emas Antam baru saja menembus Rp2.954.000 per gram, dan lonjakan ini memicu pertanyaan kapan saat terbaik untuk melakukan buyback. Saya membutuhkan sebuah laporan prediksi harga emas di masa mendatang yang berfokus pada perkiraan pasar emas global. Ruang lingkup • Sajikan proyeksi harga emas untuk 6 bulan, 1 tahun, dan 3 tahun ke depan. • Gunakan analisis ekonomi global—seperti kebijakan suku bunga The Fed, inflasi AS, pergerakan USD, serta ketegangan geopolitik—sebagai sumber data utama. • Tautkan pendapat Anda dengan dinamika permintaan–penawaran emas fisik dan ETF agar prediksi lebih kontekstual bagi pasar Indonesia. Deliverable 1. Ringkasan eksekutif set- rangkuman satu halaman. 2. Laporan analitis 8–10 halaman berisi: • Me...

    $3385 Average bid
    $3385 平均报价
    3 个竞标

    I’m putting together a series of finance-focused pieces and need a writer who can explain complex concepts in a clear, educational tone. Each article should be thoroughly researched, backed by reputable sources, and structured so a reader with limited background in finance can follow along without feeling overwhelmed. Here’s what matters to me: accuracy, logical flow, and a style that teaches rather than sells. Please cite data where appropriate, weave in real-world examples, and close with concise takeaways a reader can act on. I’ll provide the core topics and target keywords; you’ll supply engaging headlines, well-organized sub-headings, and polished, client-ready copy that requires minimal edits. If this sounds like the kind of writing you enjoy, send over a br...

    $78 / hr Average bid
    $78 / hr 平均报价
    16 个竞标

    Our financial year has closed and I now need a full set of UK-compliant accounts prepared for a small limited company. The trial balance, bank statements will be supplied in Excel, along with access to our cloud ledger (Xero). The deliverable must include: • Profit & Loss (FRS 102 section 1A or FRS 105, whichever fits once you review the numbers) • Balance Sheet with all statutory notes • Statement of Cash Flows • iXBRL tagging ready for Companies House and HMRC submission Please apply normal UK GAAP presentation, reconcile every balance back to the trial balance, and flag any ledger issues you spot so I can clear them quickly. A brief hand-over call at the end to walk me through the figures will complete the assignment. When you respond, focus on you...

    $4308 Average bid
    $4308 平均报价
    56 个竞标

    I need an experienced QuickBooks hand to configure “jobs” (sub-customers/projects) inside my existing company file so I can pull a clean, one-page view of any individual job’s numbers. Right now everything sits under broad customer accounts, which makes it impossible to see revenue, expenses, and profitability per job at a glance. What I’d like you to do is hop into a screen-share, assess how the file is organised, and then: • create a sample job structure I can reuse • map the right income and cost accounts to it • turn on or fine-tune any preferences required for job costing • demonstrate how to generate the key report that isolates one job (Profit & Loss by Job or the closest equivalent in my version) Please record or docume...

    $1282 Average bid
    $1282 平均报价
    21 个竞标

    I'm looking for an expert in Excel to create a detailed compensation analysis The model should help in compensation benchmarking analysis . Key requirements: - ability to add multiple surveys into the file and the ability to weight the different surveys different based off position. Built out for at least 3 survey sources - columns for 25th, 50th, and 75th percentiles for base pay, total cash, and long term incentives. Should also include bonus target as a %Ike and bonus actual as a $ value - Detailed compensation insights Ideal skills and experience: - Advanced Excel proficiency - Experience in modeling - Attention to detail - ability to

    $156 / hr Average bid
    $156 / hr 平均报价
    84 个竞标

    I need help keeping my sales tax obligations under control. On a recurring basis you will pull data directly from Tally Prime, reconcile it, prepare the complete sales-tax return, and file it on time in the correct jurisdiction. Please be comfortable navigating Tally Prime’s ledgers, inventory modules, and tax reports, because that is the only platform we use. Your core responsibility is sales-tax preparation and submission; general bookkeeping, financial reporting, and income or corporate tax are handled elsewhere, so you can stay laser-focused on this one area. Deliverables I expect each filing period: • Reconciled sales figures exported from Tally Prime • Completed sales-tax return ready for my review • Proof of successful e-filing and payment confirmation...

    $1665 Average bid
    $1665 平均报价
    31 个竞标

    I need a concise monthly financial review packaged into a polished PowerPoint deck-just one to three slides that an executive can grasp in seconds. The content centers on two data sets: revenue and expenses, calling out month over month and year over year performance. Because the slides go straight to our C-suite, the look must be professional and clean—balanced white space, consistent fonts, and restrained color accents that guide the eye without distracting from the numbers. Think clear headline, a key metric call-out, and a chart or two that tells the story at a glance. I’ll supply the raw figures in Excel; you translate them into visuals such as column or line charts, small trend indicators, and a brief takeaway sentence for context. If you can link the charts to the spre...

    $391 Average bid
    加保
    $391
    98 项参赛作品

    I have all of my raw project data—capital costs, operating expenses, timelines and initial assumptions—but I need it shaped into a clear, compelling executive‐level narrative I can put in front of potential investors. The end product should let readers grasp the business case in minutes and feel confident about the numbers. Here is what I’m after: • Market analysis: a concise snapshot that validates demand and benchmarks competitors. • Revenue projections: three-to-five-year forecasts with key drivers explained, sensitivity shown where it matters, and figures that tie back to underlying cost structures. • Team overview: a brief yet persuasive section that highlights why our core people can deliver on the plan. I’ll supply all existing spreadshee...

    $946 Average bid
    $946 平均报价
    14 个竞标

    I need a tax expert to help with my 2025 tax return for Canada and the Netherlands. Requirements: - Optimize tax obligations in both countries - Provide tax strategy for dual income - File returns for both countries Ideal skills and experience: - Expertise in Canadian and Dutch tax laws - Experience with individual tax returns - Strong tax planning and optimization skills Please read the attachment for further details.

    $2251 Average bid
    $2251 平均报价
    26 个竞标

    I need a comprehensive three-statement financial model for a LMM market business services company. The model should cover the following financial periods: - Annual: 2022-2024 - Monthly with annual rollup: 2025-2027 I have detailed financial records that need to be incorporated into the model. The model should include: - Income Statement - Balance Sheet - Cash Flow Statement Ideal skills and experience for this job include: - Expertise in financial modeling - Experience with LMM market business services - Proficiency in incorporating detailed financial records - Strong analytical skills to ensure accuracy and reliability Please provide samples of previous work and a brief outline of your approach.

    $3158 Average bid
    保密协议
    $3158 平均报价
    28 个竞标

    HI THERE GUYS I M LOOKING FOR A SIMPLE TO USE EXCEL DASHBOARD TO TRACK MY PERSONAL FINANCES BELOW THE LIST OF WHAT I NEED: - SUMMARY TAB: SHOWING NET WORK, DEBT vs EQUITY, LVR, GROWTH ( in trend chart) - BALANCE SHEET TAB: SHOWING A HIGH-LEVEL ASSET AND LIABILITIES - 4 PROPERTY TABS ( 1 FOR EACH PROPERTY): SHOWING LOAN AMOUNT, BALANCE, RENT etc.. - INVESTMENTS / PENSION CONTRIBUTION: SHOWING SOME FIGURES ABOUT MY INVESTMETNS AND RETIREMENT

    $125 Average bid
    $125 平均报价
    69 个竞标

    I need a licensed U.S. tax professional to prepare and file this year’s federal and state returns for my single-state C -Corp. The company has no W-2 employees and all operational activity stays within one state, so payroll filings and multi-state apportionment are not required. Please handle the full process—from reviewing my bookkeeping reports and prior-year returns to preparing the current federal Form 1065 (or Schedule C if we confirm disregarded status), the accompanying K-1s if relevant, and the single-state return. I’ll supply organized financial statements, bank records, and any 1099-NEC issued to contractors. Once the drafts look good, I’d like e-filing completed and copies of all accepted filings returned to me for my records. Key deliverables: &b...

    $1251 Average bid
    $1251 平均报价
    12 个竞标

    I’m ready to move capital into commercial real estate, yet I want a clear, data-driven roadmap before I commit. My goal is to understand which commercial sectors fit my risk tolerance, what returns I can realistically target, and how to structure the purchase (or partnership) so cash flow, tax treatment, and long-term appreciation are all optimized. Here’s what I need from you: • A concise market overview that highlights current trends and cap rates in retail, office, industrial, and mixed-use assets, with emphasis on secondary cities where entry prices are more attractive. • A side-by-side comparison of financing strategies—traditional bank debt, syndication, or REIT-style vehicles—showing likely leverage ratios, costs, and break-even points. &bu...

    $94 / hr Average bid
    $94 / hr 平均报价
    3 个竞标

    I’m currently working through a quantitative finance / financial engineering program and I’m looking for an experienced finance or quantitative professional to provide ongoing technical support and guidance. This is not a one-off task. I’m looking for someone who understands both financial theory and practical model implementation, and who can support me across multiple modelling problems and conceptual questions as the program progresses. Areas involved include: • Mean–variance portfolio optimisation • Risk-free assets and efficient frontiers • Volatility targeting and portfolio constraints • Excel Solver formulation and convergence issues • Asset pricing, portfolio risk, and returns • Interpretation and validation of quantitat...

    $94 Average bid
    $94 平均报价
    13 个竞标

    We are hiring an experienced Excel financial modeling expert to develop a set of advanced financial Excel models for internal business use. The work requires strong financial logic, accuracy, and professional Excel structuring. This is not data entry or basic Excel work. Only apply if you have built serious financial models before. What You Will Develop You will build multiple Excel financial models, such as: Integrated financial models (Profit & Loss, Balance Sheet, Cash Flow) Budgeting and forecasting models Cash flow and runway models Unit economics models (LTV, CAC, break-even) Valuation and scenario analysis models Each model will be a complete, stand-alone Excel file. Deliverables (Per Model) Excel file (.xlsx) 5–10 structured worksheets Clear input and output sections...

    $571 Average bid
    $571 平均报价
    25 个竞标

    I’m looking for someone who can guide me through completing individual tax returns for 2 x previous years - they are paper copies. My income is straightforward—regular salary and wages only—so there’s no investment, rental, or self-employment complexity to account for. I need help gathering the right figures, entering them accurately on the forms, and double-checking that everything is compliant before filing. If you’re comfortable walking me through the process have a way of preparing the forms directly, it would be great to hear from you. This is UK for HM Revenue and Customs.

    $1556 Average bid
    $1556 平均报价
    36 个竞标
    VC Funding Pitch Deck Design
    3 天 left
    已验证

    I have a new startup ready to approach venture capitalists and I need a polished, investor-ready pitch deck that tells our story with clarity and impact. The single purpose of this deck is to secure funding, so every slide must guide a VC smoothly from the problem we solve, through our unique solution and market opportunity, and end with solid, credible financial projections. Here’s what I already know I need: • A concise “Problem & Solution” section that quickly convinces a VC this market pain is real and that our product truly fixes it. • Data-driven market analysis—sizing, segments, growth trends—visualised in a way that feels trustworthy, not overwhelming. • Five-year financial projections that balance ambition with realism, formatt...

    $610 Average bid
    $610 平均报价
    35 个竞标

    I'm looking for an Excel expert to help with report generation, specifically financial reports. The task involves creating Excel sheets from provided data to generate financial reports. Ideal Skills and Experience: - Proficiency in Excel - Experience in financial report generation - Ability to work with large data sets - Knowledge of financial metrics and statements

    $78 / hr Average bid
    $78 / hr 平均报价
    38 个竞标

    Requirements Basic understanding of technical analysis (candlesticks, charts, trends, support–resistance, volume, indicators, etc.) You don’t need to be a professional trader, but you must understand the terms Strong writing skills with simple, easy-to-understand language AI can be used as a support tool, but copy-paste AI content is not acceptable Work Details You will be writing a full book All content direction, structure, and information will be provided Your role is to convert it into clear, readable, original content Visual Skills (Important) Familiarity with TradingView, Canva, or Figma Ability to create basic charts, candlestick visuals, and simple illustrations Payment Payment will be project-based, decided mutually before starting Apply with a short intr...

    $1868 Average bid
    $1868 平均报价
    18 个竞标

    We intend to develop an on-premise software application for performing startup valuations, primarily using Discounted Cash Flow (DCF) and related valuation methodologies, and for generating professional valuation reports in DOCX format. The software will be used by finance professionals (Chartered Accountants, valuation analysts, investment advisors) and must support fast, accurate, and defensible valuation report generation with a strong emphasis on UI/UX, configurability, audit trail, and narrative consistency. The solution must be suitable for client-facing deliverables, internal reviews, and regulatory scrutiny. Ideal Skills and Experience: - Experience in developing financial software - Knowledge of startup valuation methodologies - Strong background in expense forecasting

    $2142 Average bid
    $2142 平均报价
    10 个竞标

    1 Product & Inventory Management 1.1 Product Master Create, edit, and manage products Product categorization Product status (active/inactive) Mapping with brand, tax, and attributes 1.2 Brand Master Manage product brands Brand-wise reporting support Assign brands to products 1.3 Tax Master Define multiple tax structures Support percentage and fixed tax Tax mapping with products and transactions 1.4 Item Master Item-level inventory management SKU / item code handling Unit of measurement Opening stock and stock valuation 2 Supply Chain & Operations 2.1 Supplier Master Supplier creation and maintenance Contact, address, and tax details Supplier-wise purchase history 2.2 Trade Agreement Management Supplier-specific pricing agreements Validity period for agreemen...

    $10608 Average bid
    $10608 平均报价
    53 个竞标

    I'm looking for a creative individual to produce engaging, faceless educational explainer videos for YouTube. The content will focus on finance, investment, and related topics. Key Requirements: - Create captivating, informative explainer videos - Topics include finance, investment, and more - Use engaging visuals and clear narration Ideal Skills and Experience: - Experience in video production and editing Animated. Explainers/ motion graphics, Screen recording /tutorials Voice over videos Slides, infographics Data visualisation - Strong understanding of finance and investment concepts - Excellent storytelling and communication skills - Ability to create engaging, faceless content

    $115 Average bid
    $115 平均报价
    16 个竞标

    I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...

    $2353 Average bid
    $2353 平均报价
    3 个竞标

    I’m expanding my independent investment advisory practice and want to partner with one or two seasoned finance professionals who prefer the freedom of freelance work. If you relish the idea of setting your own hours and directly sharing in the revenue your advice generates, this will suit you perfectly. What I need You’ll take on incoming clients, analyse their risk profile, craft actionable portfolio strategies, and walk them through implementation. Most of the interaction will be online or by phone, so location is irrelevant as long as you can communicate fluently in English and keep appointments you set. How we’ll work • You control when and how many clients you accept. • Compensation is performance-based with a generous percentage of fees c...

    $1077 - $3231
    $1077 - $3231
    0 个竞标

    Our HOA Board representing 1400 homeowners needs an experienced forensic auditor to put fresh, objective eyes on our 2024 and 2025 financial activity. Our community is managed by an HOA Management Company, and all bookkeeping runs through Avid Strongroom. QUALIFICATIONS: CPA and verifiable Certified Fraud Examiner (CFE) or Certified Fraud Investigator (CFI) and perferred business located in Southern California, but will look at all applicants with verifiable credentials. Prefer candidate with strong HOA experience. Must submit copy of Verifiable Credentials plus at least 5 Testimonials from prior work. SCOPE: • Re-examine my preliminary audit of four vendor invoices pulled directly from Strongroom. Confirm every figure and supporting document I captured, and flag or correct anyth...

    $29581 Average bid
    $29581 平均报价
    27 个竞标

    Americans Only Please: My sole proprietorship needs a clear, data-driven review of its finances followed by accurate preparation of the upcoming business tax return. I will provide raw bank statements, expense receipts, and prior-year filings; what I need back is insight and compliance. First, drill into the numbers—trend analysis, ratio assessment, cash-flow projections, break-even point, and any red flags that could impact growth. Please work in the tool you prefer (QuickBooks, Xero, Excel models are all fine) as long as the source files remain editable. Second, translate the cleaned figures into a complete Schedule C and any supporting forms required for a U.S. sole proprietorship. I expect every deduction to be verified against the latest IRS guidance and a brief memo explainin...

    $242 / hr Average bid
    $242 / hr 平均报价
    50 个竞标

    I’m looking for a seasoned financial consultant who lives and breathes risk management within the finance and banking sector. The projects you’ll be advising on all exceed the USD 10 million mark, so I need someone comfortable dissecting complex portfolios, spotting hidden exposures, and translating regulatory expectations into clear, actionable steps. Here’s what I expect from our collaboration: • A thorough risk assessment covering credit, market, liquidity, and operational factors relevant to large-scale banking initiatives. • A concise mitigation plan that ranks exposures by severity, maps them to capital requirements, and suggests cost-effective hedging or restructuring tactics. • Practical implementation guidance—stress-testing models, sc...

    $156 / hr Average bid
    $156 / hr 平均报价
    9 个竞标

    I'm seeking an AI expert to automate tasks in the finance sector. Key requirements include: - Developing AI solutions to streamline finance operations - Expertise in machine learning and data processing - Experience in the finance industry is a plus Ideal skills and experience: - Proven track record in AI automation - Strong background in finance - Ability to deliver efficient, scalable solutions Please share relevant experience in your application.

    $158 / hr Average bid
    $158 / hr 平均报价
    103 个竞标
    Two P&L Reports Needed
    1 天 left
    已验证

    I have two separate bank accounts and I need a concise Profit & Loss statement for each covering the period 1 Aug – 31 Dec 2025. The statements should follow a standard accounting format and present a clear summary of income versus expenses; no line-by-line breakdown is necessary. You will be working from the raw bank statements, which average about nine deposits/credits totalling roughly $29,561.85 and sixty-seven checks/debits totalling about $29,983.57 each month. Once complete, I’d like the finished reports delivered as ready-to-share PDFs. Deliverables • P&L Report #1 (Account A) – PDF • P&L Report #2 (Account B) – PDF Please let me know what source files or clarifications you require so we can get started right away.

    $242 Average bid
    $242 平均报价
    77 个竞标

    I'm looking for an expert to create a pivot table that summarizes transactions from two financial reports. Requirements: - Combine data from two reports - Generate a summary of transactions - Ensure accuracy and clarity Ideal Skills and Experience: - Proficiency in Excel or similar tools - Experience with financial data and pivot tables - Attention to detail and analytical skills

    $78 Average bid
    $78 平均报价
    26 个竞标

    I need a Canadian Certified Professional Accountant to perform an independent audit examination of my non-profit’s financial statements for the most recent fiscal year. Our annual revenue sits between $150,000 and $250,000, so the engagement is straightforward but must still satisfy board oversight and donor expectations. Scope of work covers the balance sheet, income statement, and cash-flow statement only. You will review underlying documentation, test material transactions, evaluate accounting policies against GAAP, and issue a signed audit opinion that can be shared with regulators, funders, and the board. A concise management letter highlighting any control or presentation issues would also be appreciated. I can provide digital access to QuickBooks files, bank statements,...

    $89456 Average bid
    本地
    $89456 平均报价
    5 个竞标

    I need a Power BI specialist to connect directly to my Xero tenant and turn the raw accounting data into a single-page dashboard that supports interactive drill-downs. The goal is to give senior management an at-a-glance view of our Profit & Loss along with the following KPIs: • Admin Wages : Total Revenue % • Revenue Growth Rate • Net Profit Margin • Total Available Cash - Subcontractor Exp : Total Revenue % Etc The visual must open with a clean overview, then allow users to click into any metric to see underlying transactions or monthly trends without leaving the page. Please set the data model up for scheduled refreshes daily and keep the file portable (no custom visuals that need additional licenses). Deliver the finished .pbix file plus a short note ou...

    $2423 Average bid
    $2423 平均报价
    69 个竞标

    I'm seeking a skilled researcher and writer to craft a comprehensive research paper on behavioral finance, specifically focusing on investments. Key Focus Areas: - In-depth exploration of behavioral finance within the investments domain. - Detailed analysis of investor psychology and behavioral biases. - Inclusion of relevant theories, models, and real-world examples. Ideal Skills and Experience: - Strong background in finance, particularly in behavioral finance. - Proven research and academic writing skills. - Ability to analyze complex concepts and present them clearly. - Experience with scholarly sources and citations. Please provide samples of previous finance-related research papers.

    $735 Average bid
    $735 平均报价
    15 个竞标

    I want to establish a revocable living trust that focuses squarely on estate-tax efficiency while still giving me the flexibility to amend or revoke it as my circumstances change. Your role is to draft the trust agreement, walk me through the funding process, and make sure every clause aligns with both federal and state estate-tax rules. Key deliverables • A complete, state-compliant revocable living trust instrument tailored to my assets and family situation • A clear schedule of assets and step-by-step instructions for retitling them into the trust • A brief memorandum that explains how the trust structure mitigates future estate taxes and what maintenance steps I should take year-to-year I will provide all financial statements, beneficiary details, and any prior...

    $3322 Average bid
    $3322 平均报价
    25 个竞标

    I need an experienced accountant to complete a deferred revenue schedule for a Hardware and SaaS company. The deferred revenue schedule will need to cover a 12-month period. After that, I need you to finalize the balance sheet and cash flow statement for the same 12-month period. Requirements: - Expertise in accounting, especially with deferred revenue and working capital of a seasonal business - Proficiency in Excel - Ability to finalize balance sheets and cash flow statements - will need to complete in about 2 days, P&L is complete Ideal Skills and Experience: - Background in SaaS accounting - Detail-oriented and accurate - Strong understanding of accounting principles and financial statements

    $3041 Average bid
    $3041 平均报价
    41 个竞标
    E-Waste Financial Model Build
    21 小时 left
    已验证

    I need a clean, driver-based financial model that lets me see how an e-waste recycling recycling business will perform quarter by quarter. The core objective is to project future profits and losses, so please structure the workbook around a fully linked Income Statement, Balance Sheet, and Cash-Flow Statement. Scope • Time horizon: at least three years, broken out quarterly • Assumptions tab: volumes collected, processing yield, commodity resale prices, refurbishment margins, capex schedule, fixed & variable opex, financing terms • Dynamic outputs: headline KPIs (EBITDA, gross margin, cash burn, ROIC) update automatically when assumptions change • Scenario toggles: base, optimistic, and downside cases to stress-test the model Deliverables 1. Excel file w...

    $172 / hr Average bid
    $172 / hr 平均报价
    89 个竞标

    Daily chat support keeps our Forex community engaged and informed. Between 10 AM and 10 PM GMT 0, every single day of the month, I need someone logged in and ready to reply within minutes, guide newcomers through the fundamentals of Forex, and clarify how our trading signals and copy-trading features work. When a client’s dashboard freezes or a trade doesn’t execute, you’ll calmly walk them through the fix, drawing on solid technical knowledge—this is the quality I value most in the role. You’ll work remotely with clear scripts, step-by-step processes, and ongoing training, yet still have room to bring your own style to conversations. Good, fluent English and a genuine understanding of trading concepts are essential; prior experience in live chat or customer ...

    $55 / hr Average bid
    $55 / hr 平均报价
    38 个竞标

    My financial year-end has passed and I now need someone to take my raw data and turn it into a fully-compliant set of statutory accounts, ready for submission. The business is currently noted simply as “accountant”; there’s no bookkeeping software in play—everything you’ll receive comes straight from my bank statements in PDF. Scope of work • Transform the statements into a clean trial balance and full year-end accounts. • Prepare the accompanying tax computations and any cover schedules normally expected. Please note I do not require ongoing bank reconciliation or monthly bookkeeping; this is a one-off filing exercise. All source documents will be shared immediately after we agree on timelines, and I’m available to answer any clarifying que...

    $1368 Average bid
    $1368 平均报价
    80 个竞标

    We are looking for an experienced Accountant / Bookkeeper to handle routine accounting and financial reporting tasks. The ideal candidate should be detail-oriented and able to work independently. Scope of Work Bank Reconciliation Statements (BRS) Trial Balance & Ledger Maintenance Profit & Loss Statements Balance Sheet Preparation Accounts Payable & Receivable Data Entry & Financial Records Requirements Proven accounting or bookkeeping experience Strong knowledge of BRS, P&L, Balance Sheet Proficiency in Excel / Google Sheets Experience with QuickBooks, Xero, or Zoho (preferred) Accurate, reliable, and deadline-focused Project Type Freelance / Remote Long-term work possible for the right candidate Skills Required Accounting, Bookkeeping, Finance, Bank ...

    $55 / hr Average bid
    $55 / hr 平均报价
    68 个竞标

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