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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:
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!
A partir das avaliações de 104,259, os clientes avaliam nosso Financial Experts 4.9 de 5 estrelas.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:
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!
A partir das avaliações de 104,259, os clientes avaliam nosso Financial Experts 4.9 de 5 estrelas.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...
We are a real estate investment company seeking an experienced part-time bookkeeper to reconcile and maintain our books from 2023 to present across multiple entities. Scope of Work: Reconcile bank and credit card accounts from 2023–present Manage books for multiple related companies Categorize transactions accurately and consistently Maintain clean, audit-ready financials Provide periodic financial summaries and insights Identify discrepancies, inefficiencies, or accounting improvements Requirements: Strong experience with Zoho Books (required) Prior experience in real estate bookkeeping (investments, SPVs, holding companies, management entities preferred) Ability to work independently and part-time on an ongoing basis Detail-oriented with a strong understanding of bookke...
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
I need over 10 candlestick charts for a book. Requirements: - Charts should be professionally designed and easy to read. - I have a mix of specific stock symbols/indices and am open to recommendations. Ideal Skills: - Experience with financial charts - Strong design skills - Knowledge of stock market
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...
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...
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...
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...
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...
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.
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.
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
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,...
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...
I need comprehensive tax assistance for my personal tax return. I'm a single parent of a disabled individual (DTC approved) with income sources and deductible expenses. Requirements: - Filing a new return - Amending a previous return - Consultation for tax planning Income Sources: - Employment income - Investment income - Social security benefits Deductible Expenses: - Medical expenses related to my disability - Assistance services necessary for my disability Ideal Skills and Experience: - Expertise in handling tax returns for individuals with disabilities - Knowledge of tax laws related to medical expenses and assistance services - Experience with multiple income sources Looking for a qualified tax professional to ensure compliance and maximize my deductions.
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.
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...
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
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...
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 ...
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...
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 ...
I need an experienced financial accountant to step in, examine my raw bookkeeping data, and turn it into a clean, audit-ready set of statements for the latest fiscal year. The scope centers on classic financial accounting, not managerial tasks, and I specifically require: • A properly formatted Balance Sheet • An accurate, multi-step Income Statement • A cash-flow statement built from operating, investing, and financing activities • A concise schedule that reconciles our exports accounting entries with the general ledger Source data is available in QuickBooks and Excel; you may work in either platform so long as the final files come back in both native and PDF formats. I will provide you with the full trial balance, bank statements, and prior-period comparatives...
I already have two core assets: • a fully-populated Excel workbook containing the business plan’s numbers, and • an AI-generated plain-text outline of the story I want to tell. Your task is to transform both into a cohesive, highly-visual PowerPoint that can stand in front of investors without further polishing. What must happen first is a quick dive into the spreadsheet. The model includes revenue projections, expense breakdowns, investment projections and a few variance measures such as standard deviation. I need these translated into clear charts—line graphs for growth curves, stacked columns for cost composition, and anything else that makes the data pop while remaining faithful to the underlying math. Feel free to link the graphs back to Excel so they ...
I’m putting together a compact team of curious minds who can dissect a business from every angle and then translate their findings into a clear, story-driven narrative. The business itself isn’t locked into one sector; we operate in a broader “business services” space that brushes up against technology and finance, so you’ll gain cross-industry exposure rather than a single-track view. Here’s what you’ll actually do: • Map the market: size, growth drivers, customer segments, and emerging trends. • Benchmark key competitors: positioning, pricing, unique advantages, and gaps we can exploit. • Probe operational efficiency: outline current workflows, spot bottlenecks, and suggest quick wins as well as longer-term improvements. &...
I’d like to hand my raw ledger data to a detail-oriented accountant who can turn it into polished, GAAP-compliant reports every single month. Once I send over the trial balance and supporting schedules, I need accurate statements back within five business days, ready for management review and lender requests. Deliverables each month: • Balance Sheet • Income Statement (P&L) • Cash Flow Statement Along with the finished reports, please flag any inconsistencies you spot and add a short commentary on unusual variances so we can correct issues quickly. If you work in Excel, QuickBooks, Xero, or another tool, let me know so we can line up formats smoothly. Consistency, accuracy, and clear communication are key, and I’m looking to make this an ongoing en...
Saya butuh panduan terstruktur agar segera terbebas dari utang akibat judol dan memulihkan kesehatan keuangan saya. Latar belakang – Fokus utama saya adalah meningkatkan kesehatan keuangan. – Upaya yang sudah saya lakukan: mencari pendapatan tambahan melalui pekerjaan paruh waktu. Yang saya perlukan sekarang 1. Analisis singkat kondisi keuangan saya (utang, arus kas, dan kewajiban bulanan). 2. Rencana aksi praktis untuk: • Menyusun prioritas pelunasan utang. • Menghentikan kebiasaan judol secara bertahap namun tegas. • Menambah atau mengoptimalkan sumber pendapatan tanpa membebani waktu kerja utama. 3. Template anggaran harian / mingguan yang mudah saya ikuti. 4. Checklist monitoring kemajuan selama 3-6 bulan. Kualifikasi yang ...
I need a Chartered Accountant who can jump in for a short, focused engagement and steer me through three critical stages: • First, a strategy call to dissect my business model, with special emphasis on sharpening and validating the revenue streams. • Next, a full-fledged business plan, complete with robust financial projections (cash-flow, P&L, balance sheet) that will stand up to bank scrutiny. I’m happy to share raw numbers the moment we start. • Finally, hands-on support while I apply for bank finance under CGTMSE/MSME schemes—everything from assembling the paperwork to following up with the branch until sanctions come through. Past wins with startups or MSMEs, especially CGTMSE cases, will weigh heavily in my decision. Please attach a detailed proje...
I’m rolling out a new ERP with the immediate focus on Finance & Accounting, and I need an implementation partner who can take me from requirements gathering straight through to a smooth go-live. The core scope centres on three functions: • Invoicing & billing that ties cleanly to our chart of accounts and customer master data • Expense management with automated approval flows and policy controls • Financial reporting that delivers real-time insights and audit-ready statements Whether you prefer SAP, Oracle, Microsoft Dynamics, or another tier-one/two platform, the critical piece is your proven ability to configure these finance features, migrate historical data, integrate with upstream systems (banks, payroll, CRM), and train my team so they can run...
. I am looking for a senior-level Financial Architect to design a custom Strategic Financial Model. My goal is to move from "survival-based" management to data-driven capital deployment. I need a model that helps me identify where $1 of investment generates a 10x return in Annual Recurring Revenue (ARR) through leverage and optionality. Scope of Work & Deliverables: Dynamic Operating Model: A 24-month rolling forecast that defines my "Survival Floor" (non-negotiable burn) vs. "Strategic Surplus." Unit Economic Framework: A breakdown of LTV, CAC, and Payback Periods per product to identify which "engines" are ready for fuel. Sensitivity & Scenario Analysis: A "What-If" dashboard where I can toggle variables (e.g., adding $5k/mo ...
I need clear, actionable guidance from a Chartered Accountant on reversing ineligible Input Tax Credit (ITC) in my GST returns. The engagement is strictly a one-off consultation aimed at resolving compliance issues—no ongoing filing or full-service mandate is required. Current situation • Past GSTR-3B filings include ITC that has now been flagged as ineligible. • I want to understand the correct reversal process, applicable interest calculations, and the documentary trail the tax authorities expect (GSTR-2B match, credit notes, ledger adjustments, etc.). What I expect from our session 1. A live video or phone consultation (30–60 minutes) where we walk through the reversal steps on the GST portal. 2. A brief written summary afterward that lists the exact ...
I run an Instagram page that builds my personal brand around timely finance commentary. The task is straightforward: monitor current financial news and trends, extract the most relevant insights, and craft them into punchy, platform-ready scripts for Reels and carousel posts. Each piece should open with a strong hook, distill the core takeaway in plain language, and end with a call-to-action that encourages saves or shares. Quality outweighs speed, so there’s no hard deadline; a sustainable rhythm such as weekly batches of five scripts works well. What matters is that every fact is sourced from reputable outlets—Bloomberg, WSJ, SEC filings, IMF data, or similar—and that you include a brief source list alongside the script. Please send over past work that shows you&rsquo...
I’m putting together a five-page, double-spaced financial brief for a pop-up café cart and need a detail-oriented analyst to turn my notes into a clear, investor-ready document. The report must break down every start-up and first-year expense under the three categories I’ve chosen: Equipment, Supplies, and Licensing & Permits. For equipment, please price out brewing machines, refrigeration units, and the light cooking appliances typically found on a mobile coffee cart. List brand examples or model tiers so the costs feel concrete, not generic. From there, outline recurring supply costs—beans, milk, disposables—alongside one-off fees for health, food-handling, and street-trading permits. Use Excel or Google Sheets in the background for calculations, ...
I need a seasoned finance professional to complete a comprehensive investment-performance analysis for my Master FP assignment. The brief is strictly analytical—no bookkeeping or tax work—so every effort should pour into analysis and giving a decision as a venture capital. Scope This report involves the calculation of key financial ratios derived from the financial information provided for xx Group in order to assess its liquidity, gearing/solvency, and profitability position. While the relevant ratios have been identified and calculated, numerical outputs alone are insufficient to fully evaluate the investment’s viability. Accordingly, the scope of this task extends beyond mechanical calculation to include a more expert, investment-focused interpretation of the result...
My company is rolling several finance functions into one streamlined project and needs a professional who can handle them end-to-end. Bookkeeping comes first: every expense, sale, supplier invoice, and payroll run must be entered, reconciled to the bank, and supported by clear backup in QuickBooks (or Xero if you prefer). I need current-year data brought fully up to date and a monthly routine established so the ledgers stay clean. Next is tax preparation under Canadian regulations. This includes federal and provincial corporate returns, GST/HST filings, and the working-paper package that supports each figure. Accuracy and compliance with CRA guidelines are non-negotiable. Beyond compliance, I want the numbers to work for me. Once the books are tidy, deliver a concise financial analysis...
Financial Market Research & Trade Analyst (FX / Metals / Crypto) – Part-Time Collaboration We are looking to onboard a highly skilled Financial Market Research & Analysis Expert with strong experience in Currencies (Forex), Metals (Gold/Silver), and Crypto markets. This is a long-term collaboration opportunity for professionals who can deliver consistent results through strong research, analysis, trade execution, and coordination. Perform daily market research and analysis on FX, Metals, and Crypto • Identify high-probability trade setups using technical + market structure analysis • Execute and manage trades on demo account during evaluation • Provide clear trade plans including: • Entry, Stop Loss, Take Profit • Risk management & positi...
Finance Video Creator Needed Finance / NBFC Video Creator Brief About the Project We are a financial services / NBFC brand looking for a male on-camera creator (30+ age) to record short, professional videos based on pre-written scripts. The content is informational and trust-focused, aimed at consumers exploring loans and financial products. Creator Profile Required Male | Age: 30 years or above Confident, calm, trustworthy on camera Clear Hindi / English (or Hinglish) delivery Professional personality (finance-friendly, not over-the-top influencer style) Prior experience in: Finance Insurance Business Ed-tech Explainer / talking-head videos (Preferred but not mandatory) Video Specifications Format: Vertical (9:16) Duration: 30–60 seconds Style: Talking-head / pres...
I'm looking for a tax professional to assist with my personal tax in Japan. Key tasks: - Prepare tax return - Tax planning and advice I need help gathering financial documents and advice on necessary requirements. Ideal skills and experience: - Expertise in Japanese tax laws - Experience with personal tax for expatriates - Strong organizational skills for document management - Fluency in Japanese and English
I have to submit a 1,000–4,000-word assignment that explores Financial Markets & Instruments in Healthcare, treating the topic from a finance-science perspective rather than a purely theoretical angle. I will provide the final prompt and any formatting template once we start, but in essence I need a clear, well-structured paper that: • Opens with a concise overview of how modern financial markets function, • Examines the major instruments traded (equities, bonds, derivatives, money-market products), • Analyses the roles of key participants and the regulatory environment, and • Concludes with current trends or emerging issues supported by recent data or research. Citations must follow APA style and every fact or statistic needs a reputable source. Pleas...
I run a small, Dubai-based company and I’m ready to hand the numbers over to a professional who can work entirely online. I need one reliable point of contact who can handle three core duties for me: day-to-day bookkeeping, quarterly tax/VAT preparation, and an end-of-year financial audit that satisfies UAE regulations. My books are on cloud software (QuickBooks Online, but I’m open to Xero or Zoho if you prefer). Bank feeds are already connected; invoices and receipts are scanned and stored in Google Drive. You’ll be given secure, read-only bank access and a dedicated workspace in our Microsoft Teams environment. Deliverables I expect: • Clean, reconciled ledgers every month • Quarterly VAT returns filed on time through the FTA portal • Year-end fi...
I am looking for a quantitative finance freelancer to help me implement, backtest, and document fixed-income trading strategies as part of a university-level research project in Fixed Income Securities. This is a serious quantitative project, close to what you’d see in asset management, hedge funds, or rates strategy teams. Strong finance intuition matters as much as coding skills. Part A – Macro & Rates View (Light support) Assist in structuring a macro analysis framework (growth, inflation, employment). Help translate macro views into: Directional call on 10Y government bond yield Directional call on FX No forecasting magic needed — logic, clarity, and economic justification matter. Part B – Yield Curve Trading Strategies You will help code, test, and a...
I'm seeking a comprehensive spreadsheet template to manage my financials. The template should include: - Expense Tracking: Categorize and record all expenses. - Profit and Loss Statement: Summarize revenues and expenses for profitability analysis. - Budget Forecasting: Project future income and expenses. Requirements: - Intermediate-level formulas and calculations. - User-friendly and organized layout. - Ability to customize categories as needed. Ideal Skills and Experience: - Proficiency in spreadsheet software (Excel, Google Sheets). - Strong understanding of financial concepts. - Experience in creating financial tracking templates. Please provide sample work.
I need a native German translator with business/industry experience to work on content about Germany's unique Mittelstand (small-medium enterprise) business culture. This involves translating materials that capture the specific language, values, and communication styles of German family businesses and corporate environments. Content includes: Corporate Communication – Annual reports, shareholder letters, internal memos Mittelstand Documentation – Family business succession plans, company histories Industry Terminology – Manufacturing, engineering, export documentation Business Culture Explanations – Qualitätsbewusstsein (quality consciousness), Gründlichkeit (thoroughness) in practice Negotiation & Relationship Language – German busine...
I need help analyzing historical rainfall data to adjust stormwater tax rates. The analysis will inform policy recommendations for tax adjustments. Ideal Skills and Experience: - Expertise in data analysis - Experience with historical rainfall data - Ability to provide clear, actionable policy recommendations - Strong background in environmental policy or economics
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UK VAT-registered company requires one-off quarterly VAT return preparation and filing.
UK VAT-registered company requires one-off quarterly VAT return preparation and filing. Details • VAT period: last quarter • VAT scheme: Standard Accounting Scheme • Business activity: VAT-exempt helicopter passenger flights • Total sales: ~£3,000 • Records provided: Bank statements (simple, low volume) Scope • VAT calculations (exempt supplies) • Submission via HMRC Making Tax Digital (MTD) • Deliverable: HMRC filing confirmation Notes • No bookkeeping beyond this quarter • No advisory or ongoing work Budget: USD 70 Straightforward compliance task. UK VAT experience required.
I need an experienced staff-level external auditor to jump in immediately and help me finish the year-end audit for a small community theatre nonprofit. This role is not bookkeeping, writing, marketing, virtual assistance, or financial analysis. I am specifically looking for someone who has worked in public accounting performing external financial statement audits. The engagement is already scoped and planned; what remains is mostly hands-on, substantive testing, tie-outs of workpapers, analytics, and assembling the final audit package, including the financial statements and related note disclosures. Key context • Entity: 501(c)(3) community theatre (modest budget, limited staff). • Records: The data file and prior-year workpapers are all in excel. • Financials requi...
We are seeking an experienced U.S.-based Certified Public Accountant (CPA) to support our growing insurance agency on a freelance or fractional basis. This role requires a strong command of U.S. tax accounting, GAAP, and regulatory compliance, with hands-on experience in commission-based businesses—preferably within the insurance or financial services industry. The CPA will serve as a trusted financial partner to leadership, ensuring our financial structure is compliant, tax-efficient, and scalable as the organization grows. Responsibilities include preparing and reviewing federal, state, and local tax filings; managing quarterly estimates and year-end tax planning; and ensuring ongoing compliance with IRS and state regulations. The CPA will oversee accounting related to insurance c...
I am looking to collaborate with an experienced International Tax professional who can research, analyze, and present tax laws across India, Singapore, USA, and UAE in a clear, structured PDF format. Scope of Work Research direct & indirect tax laws across the above jurisdictions Cover areas such as: Corporate taxation Cross-border transactions Withholding taxes DTAA implications Permanent Establishment concepts Dividend, interest & royalty taxation Compliance & reporting overview Convert findings into well-structured, easy-to-understand PDFs Ensure accuracy, clarity, and practical insights (not just copied law text) Who Should Apply Chartered Accountant / International Tax Consultant Proven experience in cross-border or international taxation Strong research & documenta...
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