Financial advisor vs financial planner punët

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

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

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

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

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

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

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

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

I'm in need of an analyst who...similarities between regional and national data The ideal candidate for this job should possess: - Strong proficiency in data analysis, particularly descriptive analysis - Proven experience with using Excel for data visualization - A keen eye for detail and accuracy in data interpretation - Ability to clearly present complex data findings in an easy-to-understand manner - Prior experience in regional vs national data comparison is a plus, but not mandatory The final deliverable should include: - Excel charts and graphs that accurately reflect the descriptive analysis results - A brief summary of the key findings derived from the visualizations Any type of visualization is fine as long as I can copy and paste. Bonus points if you take the time ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

...Optimize website for keywords: I require a comprehensive keyword strategy that will help my site rank for the most relevant terms. Target Audience and Location: - Local, National, International: My target audience is quite broad, encompassing customers from different geographical locations. Therefore, the SEO strategy should be tailored to reach users around the world. The website has an SEO advisor that can assist in page audits for keywords. The site has had very few visitors and no sales for over a year, therefore cost is a large factor in selecting a freelancer. All levels of education and / or experience considered. Current Website Details: - Domain: - Platform: The website is hosted by SITE123. The ideal candidate should have: - Proven experience in SEO, especially

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

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

I'm in need of an expert who can help me compile two separate GitHub projects that are written in C++, using the Visual Studio Community Edition for Windows. I will require that you provide me with written instructions on how to make the compiled projects work after you've successfully compiled them. Key Requirements: - Compilation of C++ projects using VS Community Edition - Preparation of clear, detailed instructions Additional Information: - I do not have the necessary dependencies, so you will need to ensure that all required libraries and frameworks are included in the compilation. Your task will be to: - Compile each project separately - Provide written instructions on how to use the compiled projects together Ideal Skills/Experience: - Proficient in C++ and Vis...

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

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

...as job title, company name, location, job description, requirements, etc. # Web Interface: A user-friendly web interface where users can enter the URL of the job listings page and initiate the scraping process. # Downloadable in .csv Format: The scraped job data should be downloadable in .csv format for easy analysis and storage. # Filtering Options: Ability to filter job listings based on old vs. new jobs for specific job verticals (e.g., technology, finance, healthcare) and support for Middle East/GCC countries. # Scalability: The scraper should be able to handle a large volume of job listings from multiple sources without performance issues. # Scheduled Scraping: Optional feature to schedule regular job scraping tasks to keep the data up-to-date. Ideal candidates for thi...

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

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

...some scheduled time in the London office will be required along with attendance at the event itself. Responsibilities Assist in all tasks involved with planning and coordinating of events. Manage the administration involved with event logistics, including contract support, catering, audiovisual requirements, venue booking and other operations. Monitor and track event budgets and financial records. Liaise with clients and partners in support of awards sponsorship. Support the creation and distribution of event invitations, agendas, marketing materials, and ticket sales. Lead on outreach for Awards organisation (including for products’ entries, judges research, attendees) Oversee logistics related to Awards organisation (including the distribut...

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In search of a Tally integration professional to add new feature...professional to add new features to our existing Web Portal system. I require suitably experienced person to integrate Invoicing and Billing, Inventory Management, and Financial Reporting within Tally. Key Task Requirements: - Work on the integration between Tally and our existing Web Portal - Implement user registration and login features - Create a dashboard for effective data visualization - Enable Tally integration for real-time data updates Ideal Skills and Experience: - Extensive experience with Tally and web portal integrations - Expertise with invoicing, billing, and inventory management systems - Proficiency in utilising financial reporting tools - Strong capabilities in creating dashboards for da...

I'm looking for a professional writer with a strong understanding of business concepts to create a comprehensive business report for me. Key Requirements: - Analyzing financial performance - Evaluating marketing strategies - Assessing operational efficiency Ideal Skills and Experience: - Proven track record in business report writing - Understanding of financial, marketing, and operational concepts - Ability to concisely convey complex information

I require the expertise of a proficient Odoo ERP freelancer to assist in migrating data from an old system to a new one. Key Requirements: - Expertise with Odoo versi...system version is crucial to successfully migrate the data without loss or corruption. - Extensive experience is paramount. I'm eager to hear about the similar data migration projects you've handled in the past and the results you've achieved. - A deep understanding of the Accounting module which the data is primarily focused on. Ensure you are adept at dealing with figures, financial data, balance sheets and other financial reports. Best suited freelancers would be detail-oriented, meticulous, and possess a proven track record of handling similar tasks successfully. Let’s set the bal...

I'm looking for a professional to assist me with a new GST registration for my service-based business. Key Tasks: - Complete the GST registration process for a new business - Ensure all necessary information and documentation is correctly prepared - Advise on the best approach for state-wise or single state registrati...registration Ideal Freelancer: - Experience in GST registration for service-based businesses - Familiarity with the requirements for new GST registration - Ability to offer guidance on state-wise or single state registration Please provide details of your experience in the field of GST registration in your bid. Your understanding of the process and capacity to provide insightful advice on state-wise vs. single state registration will be key in my decision-...

...accountant to handle our financial needs in US. The ideal candidate will have more than 5 years of experience in the field of accounting, and have a particular understanding of technology finance. The primary responsibilities of the accountant will be to: - Manage bookkeeping: This entails recording transactions, producing financial statements, and maintaining general ledgers. - Handle tax and VAT preparation: The accountant will be responsible for filing tax and vat return and ensuring to be up-to-date with any tax obligations. - Assist with financial planning: This will include helping to analyze the financial situation and make informed decisions about the future. The ideal candidate will have a keen understanding of technology finance, and be able to ap...

...analysis, potential investment opportunities, and expert opinions. - Beginners interested in cryptocurrency: Simplifying complex concepts, offering beginner-friendly guides, and providing essential knowledge to help them start their crypto journey. The ideal candidate should have knowledge and experience in: - Cryptocurrency and blockchain technology - Investment strategies, market analysis, and financial writing - Crafting engaging and informative content for a diverse audience The newsletter will be sent out monthly, so punctuality and consistency are crucial. Experience in newsletter writing or similar content creation is highly preferred. The newsletter is also sent to our high-end buyers. Here is an overview of the type of newsletter we send:

...individuals, small businesses, and corporations. This should include marketing channels, pricing strategies, and sales tactics. - Financial Projections: I'm looking for detailed, realistic financial projections for the first three years of operation. This should include revenue forecasts, expense estimates, profit margins, and cash flow projections. Ideal candidates for this project should have: - Proven experience in business plan writing, preferably in the services sector - A solid understanding of the mediation industry, particularly in the UK - Strong analytical skills and the ability to produce high-quality market research - Experience in financial forecasting and budgeting - Excellent communication skills, as there may be a need for further clari...

I'm in need of a professional who can create comprehensive financial reports for my business. This project requires someone with: - Proficiency in financial report writing - Understanding of financial data and its sources - Experience in writing income statements, balance sheets, and cash flow statements Please bid if you can deliver high-quality, accurate reports.

...invoices, receipts, and financial reports. Communication Tools: Facilitate communication between teachers, students, and parents through messaging systems and announcements. Provide event calendars for scheduling exams, parent-teacher meetings, and other activities. Library Management: Catalog and manage library resources. Implement a check-in/check-out system. Provide search functionality for students and staff to find resources. Transportation Management: Manage bus routes, schedules, and transportation assignments. Track bus attendance and maintenance schedules. Inventory Management: Track school supplies, equipment, and assets. Manage purchase orders and inventory levels. Analytics and Reporting: Provide analytics on student performance, attendance, and financial ...

I need a comprehensive loan calculator that can handle different loan calculations and provide detailed outputs. The ideal calculator should incorporate: - Simple interest calculation - Compound interest calculation - Amortization schedule based on EURIBOR 6M + spread Key Features: - Input fields for: - Principal amount - Interest rate ...Compound interest calculation - Amortization schedule based on EURIBOR 6M + spread Key Features: - Input fields for: - Principal amount - Interest rate - Loan term - Calculation of: - Total interest paid - Payment schedule The final deliverable should provide clear, accurate results. The tool needs to be user-friendly, with a clean and intuitive interface. Previous experience with financial calculators or loan management systems ...

...customers is crucial for this project. Platform Compatibility: The software should be compatible with various platforms including Windows, MacOS, iOS, and Android. Essential Functionalities: - User Authentication: The system should validate the users based on their login credentials. - Payment Processing: The application should have an integrated payment processing system to facilitate smooth financial transactions. - Reporting and Analytics: I also require reporting and analytics feature to understand the performance and insights. Ideal software developers for this project should have strong experience in CRM development and should have previously worked on similar projects. Knowledge in cross-platform development will be an added advantage. i want the application to be made...

Looking for Freelancer with Skills in Technical and Financial Proposal Writing, Design, and Summary Creation About Us: We are a dynamic event management company specializing in organizing memorable events that celebrate culture, heritage, and unity. Our team is dedicated to delivering exceptional experiences for our clients and their audiences. Opportunity: We are seeking a freelance professional who can assist us in crafting compelling technical and financial proposals for our events. This role involves creating visually appealing designs and themes that align with our clients' objectives and summarizing them into concise proposals that capture attention and secure contracts. Skills Required: Proficiency in writing PPT technical and financial proposals for e...

I am looking for a professional who can help me create a detailed and viable business plan for launching a cafeteria in Dubai for eg ( Antar, ijaza etc) This cafe will mainly serve a variety of items, focusing burgers, sandwiches, juices, snacks and all types of foods. Key responsibilities will include: - Crafting a comprehensive business plan including market analysis, competitive study, financial projections and marketing strategy and where to source all the products from. - Expertise in identifying profitable and suitable locations within the city. - Price and cost estimates - Experience in the food and beverage industry, specifically in cafeterias or casual dining, will be highly preferred. Ideally, candidates will have a detailed understanding of the Dubai market and the pr...