Financial Analysis Jobs

I'm in need of a comprehensive spreadsheet for project management purposes. This spreadsheet should also assist in tracking income and expenses. Key Requirements: - A deep understanding and experience in creating advanced spreadsheets. - Knowledge and skills in project management. - Ability to incorporate financial tracking elements within the project management spreadsheet. Ideal Skills: - Excel or Google Sheets expertise. - Financial tracking. - Project management. - Data organization and analysis. The goal is to have an easy-to-use spreadsheet that can be a vital tool for managing my projects while keeping track of the financial aspects. The ideal candidate would be someone who can create a design that is not only functional but also user-friendly.

I'm looking for a simple yet effective Excel spreadsheet to help me monitor my personal finances. The primary focus will be on tracking my income and expenses as well as my savings and investments. Key Requirements: - The spreadsheet should be easy to use for monthly updates - It should accommodate tracking of both income and expenses, as well as savings and investments - No complicated formulas or features needed, just a straightforward layout. Ideal Skills and Experience: - Proficient in Excel - Experience in creating personal finance tracking spreadsheets - Ability to present data in a clear, simple manner.

I'm seeking an experienced Excel professional to create a comprehensive balance sheet for tracking my business financials. The Excel sheet should include the following financial statements: - Income statement - Cash flow statement - Statement of changes in equity While there are no specific financial metrics or ratios required at this moment, the ability to easily incorporate them in the future would be a significant advantage. Please ensure the design is user-friendly and intuitive. Excel VBA skills could be beneficial for automating some parts of the sheet.

I'm looking for a professional to create a comprehensive business plan and an engaging sales pitch for my startup e-commerce dropship pet supplies company. The objective is to secure $20,000 from either an angel investor or a bank. Key Components: - All sections of the business plan need to be meticulously crafted, with particular attention to the Executive Summary, Market Analysis, and Financial Projections. - The market analysis should cover all aspects, with a strong focus on competitor analysis. - As I currently do not have detailed data on competitors, I require assistance in conducting this analysis. Ideal Candidate: - Previous experience in creating business plans for e-commerce and/or pet supplies companies is highly desirable. - Strong skills in market research and competi...

I'm seeking an experienced business analyst to help document my business ideas into a comprehensive business plan. This documentation will be used for meetings with angel investors, so it needs to be compelling and thorough. Experience with investor meetings and understanding of what they look for in a business plan is crucial. The task is challenging, so a proven track record in similar work will be highly valued.

I'm seeking a financial expert to create a comprehensive 5-year financial forecast for my business. This forecast should be broken down into annual and monthly projections. Key Requirements: - The forecast should cover three primary financial metrics: Revenue, Expenses, and Cash Flow. - It must include projections for three key financial statements: the Income Statement, Balance Sheet, and Cash Flow Statement. Ideal Skills and Experience: - Extensive experience in financial forecasting and business planning. - Proficiency in creating detailed and accurate financial statements. - Ability to deliver clear, understandable, and professional-grade forecasts.

I require an expert in Google Sheets or Excel to assist me with complex formulas and functions, specifically for advanced financial modeling with financial data. Ideal Skills and Experience: - Proficient with Google Sheets and Excel - Expertise in complex formulas and functions - Experience in advanced financial modeling - Familiar with handling financial data

I am in need of a seasoned financial analyst to construct a detailed financial model. This model will be pivotal for our budgeting and planning. Key Requirements: - Inclusion of key financial statements: The model should encompass the income statement, balance sheet, and cash flow statement. - Scenario Analysis: The model should be capable of accommodating multiple scenarios, allowing for thorough forecasting and financial planning. Ideal Skills and Experience: - Expertise in financial modeling and analysis. - Proficiency in creating and interpreting financial statements. - Prior experience with scenario-based financial modeling.

I'm in need of a seasoned finance professional who can help me create a portfolio specifically related to project budgeting and forecasting. This portfolio will be primarily aimed at regulatory bodies, so it needs to meet all relevant standards and requirements. Key Components: - Project Budgeting: The portfolio should accurately forecast costs and budget for various project stages. - Regulatory Compliance: The portfolio must be tailored to be understandable and acceptable to regulatory bodies. Essential Skills: - Extensive knowledge of finance and project forecasting - Experience in preparing financial portfolios for regulatory bodies - Excellent understanding of budgeting and forecasting techniques

**Family Personal Finance Advisory Services Brief** --- **Objective Statement:** Our family seeks the expertise of a personal finance advisory service to comprehensively analyze our current financial situation, develop tailored strategies for effective financial planning and management, monitor the implementation of our financial plan, and consult on suitable investment opportunities. We believe that professional guidance will enable us to achieve our financial goals, enhance our financial literacy, and secure our future. **Current Financial Needs:** 1. **Full Financial Analysis:** - We require an in-depth examination of our income, expenses, debts, savings, and overall financial health to understand our current position and identify areas for improvement. 2. **Financial Planning and M...

I'm in need of a professional machinery valuer who can assess both individual machines and an entire fleet for financial reporting purposes. Ideal Skills and Experience: - Extensive knowledge and experience in machinery valuation - Familiarity with financial reporting standards and requirements - Ability to assess various types of machinery - Excellent attention to detail and accuracy - Strong communication skills for reporting findings

I am in need of a seasoned accountant or a firm to handle my company's accounting in Australia. Key Services Required: - Bookkeeping: Managing daily financial transactions and maintaining the general ledger. - Tax Filing: Ensuring all corporate taxes are filed accurately and on time. - Financial Analysis: Providing insights into the company's financial health and guiding strategic decisions. Business Structure: My company is a Pty Ltd (Proprietary Limited). Accounting System: I'm uncertain about the adequacy of my current accounting software. The freelancer may need to assess and potentially set up a new system. Ideal Skills and Experience: - Proven experience in accounting for a Pty Ltd in Australia. - Proficiency in bookkeeping and tax filing. - Strong skills in fin...

I'm seeking a seasoned academic writer with a strong background in finance, particularly in investment analysis. The task is to compose a research paper focused on analyzing existing investment portfolios. Key Requirements: - Expertise in finance and investment analysis - Proven experience in academic writing, specifically research papers - Ability to conduct thorough analysis and present findings in a clear, coherent manner - Familiarity with academic research standards and citation styles The ideal candidate will be able to critically assess various investment portfolios, drawing on existing literature and data, and will be able to present this analysis in a well-structured, academically rigorous paper. Please provide samples of your previous work in finance and investment analysi...

I'm seeking an expert in Microsoft products and Excel to build a comprehensive Real Estate Financial Modeling system. The model should cater to detailed property analysis, investment forecasting, and cash flow management, among other features. Key System Features: - In-depth property evaluation - Predicting investment returns - Managing cash flow - Implementing a Tier-1, Tier-2, Tier-3 Waterfall Modeling - Structuring a Joint Venture (JV) within the model - Accounting for disproportionate returns - Applying an intricate waterfall logic and structure - Summarizing distributions and cash flow The top priorities for this project are detailed property analysis, investment forecasting, and cash flow management. The system should be capable of integrating with various data sources: - Man...

I am looking for a professional who can develop a detailed financial model for expense planning. The primary focus will be on forecasting our expenses accurately to help guide our future spending and investment decisions. Ideal Skills and Experience: - Expertise in financial modeling and forecasting - Strong analytical and statistical skills - Experience in expense planning - Proficiency in Excel or other financial modeling software - Ability to present complex financial data in a clear and understandable manner. Please note that the project scope may involve analyzing various types of expenses, so experience with operational expenses, capital expenditures, and fixed vs variable costs could be beneficial.

I'm looking for a skilled econometrician to build forecasts for key macro-economic indicators in Saudi Arabia. The primary purpose of these forecasts is for policy making. The indicators to be forecasted include: - GDP growth - Private sector growth - Inflation - Credit to private sector growth - Money supply growth - Unemployment The preferred method for this project is the ARDL time-series econometrics method. The complete historical data for these indicators is already available and posted online, so data collection is not necessary. Ideal skills and experience for this job include: - Extensive knowledge and experience in time-series econometrics, specifically with the ARDL method - Strong understanding of macro-economic indicators and oil dependent economies like ...

I'm seeking a professional who can craft a comprehensive and engaging PDF for my business. The document should effectively highlight our innovative product/service and its market potential, along with the financial projections. Key components to include: - Executive summary - Market analysis - Detailed overview of the product/service, its functionality, and market positioning - Financial projections for each milestone - Potential for expansion and significant market impact The design of the PDF should be balanced - not overly formal, but also not too creative. It should maintain a professional tone while being engaging enough to hold the interest of potential investors. Ideal skills for this project include: - Strong understanding of business and financial documentation - Experienc...

I'm looking for a skilled professional to build up comprehensive policies and procedures for all my financial transactions. This includes areas like Payroll, Sales, Accounting, Finance, Inventory, Collection, Investment, Budget, and Reporting. The package will also need to cover the Delegation of Authority (DOA), along with relevant templates and forms. Specific Areas of Focus: - Initial focus on Payroll, Sales, Accounting, Budget, and all related financials. - Detailed policies and procedures for General Ledger Management, Accounts Payable & Receivable, and Financial Reporting. - Comprehensive procedures for all facets of finance. Documentation Format: - All policies and procedures should be presented in clear, concise text documents. Ideal Skills and Experience: -...

We are seeking an expert freelancer to create a comprehensive and tailored business profile, strategic plan, financial forecasts which is not pressing at the moment, and customizable project proposals for Buffalo Niagara Development Corporation, a construction project management firm in the Buffalo-Niagara area. Key Responsibilities: • Develop detailed and industry-specific business proposals and profiles. • Create adaptable, client-facing proposal templates highlighting the advantages of hiring our firm versus in-house project managers. • Design compensation structures and payment schedules based on current industry standards (2024). • Provide introductory client questionnaires to streamline project onboarding. • (Future) - Offer insights for SBA loan proposals a...

1. Develop and Implement Budgets 2. Plan and Manage Savings 3. Track and Analyze Spending 4. Tax Planning 5. Organize Financial Statements' Data 6. Enhance Financial Literacy 7. Create and Maintain Financial Dashboards NO BOOKKEEPING NEEDED BUT SHOULD BE ABLE TO KNOW HOW TO USE QUICKBOOKS.

Accounting and Finance Agency - Key Description (Bullet Points) ●Comprehensive Financial Services: Offers a wide range of accounting, bookkeeping, and financial management services. ●Customized Solutions: Tailors financial strategies to meet individual or organizational goals. ●Regulatory Compliance: Ensures adherence to local and international financial regulations and standards. ●Tax Planning and Preparation: Provides expert assistance with tax filings, deductions, and optimization strategies. ●Auditing Expertise: Conducts thorough internal and external audits to ensure accuracy and transparency. ●Payroll Management: Handles employee payroll processing, tax deductions, and benefits administration. ●Financial Analysis: Delivers in-depth analysis and reporting for better decision-ma...

I'm seeking a professional to craft a compelling business plan for my tech-education startup aimed at educational institutions. This plan is intended for a presentation to potential joint venture partners. Key Sections: - Executive Summary: A concise overview of the business and its objectives. - Market Analysis: An in-depth exploration of the tech-education market, identifying key trends, opportunities, and potential challenges. - Financial Projections: Detailed forecasts demonstrating the financial viability and potential profitability of the venture. - SWOT Analysis: A comprehensive assessment of the startup's Strengths, Weaknesses, Opportunities, and Threats. Ideal Candidate: - Proven experience in business plan writing, particularly for technology and education sectors. - ...

I'm looking for a financial expert who can help me create a comprehensive budget plan for my startup. Key Aspects: - Operating Expenses: Understanding and estimating the costs of running the business. - Revenue Forecasts: Projecting potential income based on market trends and business plans. - Capital Expenditure: Planning for long-term investments and their implications on the budget. I don't need market analysis included in this plan, but I do expect a clear, detailed and realistic budget plan that can help guide my startup's financial decisions and track its financial health. Ideal Skills and Experience: - Proven experience in financial planning for startups. - Strong skills in budget creation and financial forecasting. - Excellent understanding of operating expenses,...

Hello, We are looking for an experienced accountant to assist with the financial components of business plans tailored for E2 Visa applications. Responsibilities: - Work within platforms like LivePlan and Basecamp to develop financial projections aligned with applicants' goals for securing an E2 Visa. - Create complete financial documents, including balance sheets and income statements, with limited initial information. - Apply industry standards to ensure realistic projections and practical financial outlooks. - Deliver comprehensive financials within a 72-hour timeframe. - Maintain regular updates with our team and clients via Basecamp chat. What We Offer: - Approximately 10 projects per month for the ideal candidate. - A collaborative and fast-paced work environment. What We Re...

I'm in need of a seasoned financial planner who can assist me with comprehensive financial planning and debt consolidation strategies. Key Responsibilities: - Create a tailored financial plan to improve my financial health and future prospects. - Help in consolidating various debts, primarily credit card debt, student loans, and personal loans. Ideal Skills and Experience: - Proven experience in financial planning and debt management - Expertise in debt consolidation strategies - Strong negotiation skills for dealing with creditors - Financial planning qualifications (e.g. CFP, CFA) would be a plus - Excellent communication skills to explain financial concepts in an understandable way.

I'm working on an economic development project and I need someone skilled in Excel and writing to assist me. The primary focus of the project is financial forecasting. Many different financial data points will need to be forecasted, including revenues, expenses, and cash flows. Your tasks will include: - Using Excel to analyze and forecast various financial data - Writing clear and concise documentation of the financial forecasts for the project - Assisting with the preparation of the documentation for the financial forecasts - Helping to prepare the final presentation of the financial forecasts for the project Skills and experience ideal for this job: - Proficiency in Excel, with experience in financial forecasting - Strong writing skills, with the ability to clearly document comp...

I'm seeking a professional to assist in preparing my company's Income Statement and Balance Sheet for internal review purposes. All necessary financial data and documents are ready for use. Ideal Skills and Experience: - Proficient in financial statement preparation - Strong understanding of Income Statements and Balance Sheets - Experience in preparing financials for internal review purposes - Attention to detail and accuracy - Excellent analytical skills

I need a comprehensive business plan for my startup. The plan should be meticulously crafted to appeal to potential investors. Key sections should include: - Market Analysis: Provide a detailed examination of the industry, target market, and competitive landscape. - Financial Projections: Offer realistic and compelling financial forecasts. - Marketing Strategy: Outline a well-thought-out plan for customer acquisition and brand visibility. Ideal candidates for this project should have a strong business development, finance, and marketing background. Previous experience in creating investor-ready business plans will be highly advantageous. Please include samples of similar projects you've completed in your proposal.

I'm seeking a professional who can create an interactive and visually engaging dashboard displaying comprehensive financial reports. The dashboard should cover: - Revenue trends - Expense tracking - Profit and loss statements The ideal freelancer should be proficient in data visualization and analytics, with experience in creating financial dashboards. The dashboard should employ various visualization formats, including: - Bar charts - Line graphs - Pie charts Please only apply if you have a solid portfolio of similar projects and can provide references. Your ability to deliver a user-friendly, insightful dashboard will be key to your success in this role.

I'm seeking a freelancer with comprehensive expertise in Strategic Financial Management. The focus areas will include performance analysis, risk management, and investment strategy. Key Responsibilities: - Provide designing services and fees related to various aspects of Strategic Financial Management, including Auditing, Accounts, Financial Reporting, and Taxation. - Assist in performance analysis, risk management, and development of investment strategies. Ideal Skills: - Proficient in Excel, with the ability to utilize it for advanced financial analysis and modelling. - Previous experience in Strategic Financial Management, Auditing, Accounts, Financial Reporting and Taxation. - Strong understanding of performance analysis, risk management and investment strategies. I'm als...

I'm seeking assistance with calculating the depreciation for the first year using MACRS cost-recovery rates. The specifics are as follows: - The property in question is a 3-year property - It was purchased for $90,797 - It was placed into service at midyear Ideal candidates for this project should have a strong understanding of MACRS rates and depreciation calculations, with experience in accounting or finance. Please provide the calculated depreciation rounded to the nearest cent.

I'm looking for a freelancer to help me organize an Excel workbook for bookkeeping and stock and funds analysis. This workbook will track the money pending to be received from franchises to the franchisor. Key Features of the Excel Workbook: - Automated Data Entry: The workbook should be designed to facilitate manual input from users, reducing the likelihood of errors and streamlining the data entry process. - Financial Reporting: The workbook needs to generate financial reports, with a particular emphasis on Income Statements. - Stock Analysis: The workbook should also be capable of analyzing stock, helping me keep track of assets and their value over time. Ideal Skills and Experience: - Proficiency in Excel, with a strong understanding of its more advanced features. - Experience i...

Looking to get financial advise for our startup which is at its initial stage. We want to lay out the financial foundation for our plans to scale.

I'm looking for a professional who can create a comprehensive financial analysis template for assessing 5-year M&A performance. Key Components: - Inclusion of essential financial statements: Balance Sheet, Income Statement, Cash Flow Statement, and Shareholders Equity. - Thorough analysis of key success metrics: ROI, EBITDA, Revenue Growth Rate, alongside ROA/ROE, ROCE/ROIC, and WACC. The delivery of this project is time-sensitive, with a preferred turnaround of 3-4 days. The ideal freelancer for this task should possess strong financial acumen, expertise in financial modeling and analysis, and familiarity with M&A evaluation. Previous experience in creating similar financial templates will be a significant advantage. Please ensure your proposal outlines your relevant experi...

I'm looking to have a custom, fully automated Google Sheet designed to track my personal finances. This spreadsheet should cater specifically to my income sources, savings, and investment returns. Key Features Needed: - Income tracking: The sheet should automatically account for my salary/wages and dividends from my investments on a monthly basis. - Savings calculation: It should help me calculate my savings based on my income and expenditures. - Investment returns: It should track my investments and calculate the returns over time. Ideal Skills: - Proficiency in Google Sheets: The freelancer should be highly skilled in using Google Sheets and familiar with its advanced functions. - Financial Knowledge: Understanding of personal finance and investment tracking is crucial. - Experie...

I'm seeking a finance expert who can create a clear financial model with valuation in excel, focusing on our business, Flyer Eats and Swiss Cafe. This valuation is primarily for investment purposes, using the Discounted Cash Flow (DCF) method. I have historical financial data available for the past 3 years. Ideal skills and experience for the job: - Proficiency in financial modeling and valuation - Expertise in Excel - Familiarity with DCF method - Background in assessing businesses for investment purposes - Ability to present financial data clearly and succinctly

I need an extensive dataset on US and HK stocks. The data should include 19 key financial figures for 5470 US stocks and 2609 HK stocks. The parameters for the dataset include: 1. Stock number 2. Latest financial report (specify which quarter) 3. Report issue date 4. Operating cashflow 5. Capital expenses 6. Equity 7. Equity (12 months ago/last year) 8. Revenue 9. Cost of sales 10. Admin cost 11. Selling / Marketing expense 12. Research and development costs 13. Tax 14. Interest paid / Interest expense 15. Leverage 16. Current Asset 17. Inventories 18. Account Receivable 19. Current Liability Please source the data from public financial databases and deliver it in a CSV format. Although this is a one-time request, I may require the same dataset again in a few months. Ideal skills for...

I need a financial model and a client-ready presentation for a SaaS payments company. The instructions, formulas, and naming conventions are all prepared. You will need to execute this plan in Google Sheets and Google Slides, creating a multi-year forecast for key SaaS metrics (Monthly Actives, Payments Volume, Revenue) and strategic insights. Key Deliverables: - A Google Sheets financial model based on the provided instructions. - A 3-6 slide Google Slides presentation summarizing results and recommendations. The ideal freelancer for this project should be proficient in Google Sheets and Google Slides, have experience with SaaS financial forecasting, and be capable of creating a professional and formal presentation. $30 project - 3 hours estimate to create - Need this done within 6 ho...

I need a professional to assist in creating both a balance sheet and a profit and loss statement for tax preparation purposes. These financial statements are required to cover an annual period. Ideal skills and experience: - Proficiency in accounting and finance - Experience with tax preparation - Ability to create clear and accurate financial statements.

Project Overview: We are developing a residential real estate project aimed at delivering a high-quality, sustainable, and market-competitive residential development solution (200 - 250 apartments plus ammenities). To ensure financial viability and informed decision-making, we require a professional financial feasibility modeller to analyze and model the capital investment requirements and project cash flows. Scope of Work: Estimate total capital investment requirements, including land acquisition, construction costs, professional fees, marketing, and contingency. Develop scenarios for varying capital structures, including equity, debt, and joint ventures. Cash Flow Projections: Create detailed cash flow models covering revenue inflows from sales and rental income (if applicable) and ...