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

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

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

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

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    Validation of Sample implementation of One Loan product (Business Loan) created by Transdigital team. - Help Transdigital team in End to end testing of the system after product configuration - Creation of Roles and Users - Generation of Reports - Conducting on the job training for Trasdigital Business Analysts

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    Trophy icon Debt Recovery Agency Needed 6 days left

    I'm in need of a debt collector agency with 1-5 years of experience to help me recover outstanding debts across various sectors. I require a set of services including: - Debt collection: Handling overdue payments across different types of debts, such as consumer, business, medical, and government debts. - Skip tracing: Locating the whereabouts of debtors who have gone off the grid, making it difficult to recover owed funds. - Credit reporting: Providing me with updated credit reports of debtors to help assess their current financial status and determine the best approach for debt recovery. Experience in this field is crucial, as it requires a deep understanding of debt collection laws and practices. The ideal agency should have a proven track record of successful debt recoveries an...

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    As a growing company, we've fully set up our QuickBooks Online but it's in need of a thorough review and ongoing management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Budgeting Your responsibilities will involve keeping the system up-to-date, ensuring financial data consistency, and providing insights to support our decision-making process. The ideal candidate for this role would be an experienced accountant with previous QuickBooks Online experience. Knowledge of other accounting tools and financial acumen are also a plus.

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    I'm a venture capitalist seeking an experienced consultant to help create financial model for a fund . The perfect candidate should have: - Proven experience in seed growth-stage investments - Deep understanding of the financial model of venture caoital - Ability to adhere to our specific investment criteria Your responsibilities will include: create the financial moddel Ideal candidates should have a strong track record of success in the startup investment landscape. Your ability to identify promising startups and contribute to their growth will be key to the success of this project.

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    I'm in need of an intricate financial model designed for a residential property that focuses on calculating equity investments. Specifically, I want: - Informative analytics on 'Return on Equity', to evaluate potential profits over time. - An illustration of 'Cash Flow Distribution', to comprehend the income dispersions. - Analysis on 'Equity Multiple', to understand the total cash received against the total equity invested. Ideal freelancers will have a strong background in financial modelling, specifically pertaining to property investments. Understanding of debt financing, equity investments and capability in generating these specific outputs is critical.

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    As a growing company, we've fully set up our QuickBooks Online but it's in need of a thorough review and ongoing management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Budgeting Your responsibilities will involve keeping the system up-to-date, ensuring financial data consistency, and providing insights to support our decision-making process. The ideal candidate for this role would be an experienced accountant with previous QuickBooks Online experience. Knowledge of other accounting tools and financial acumen are also a plus.

    $119 (Avg Bid)
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    I am seeking a skilled professional who can draft a compelling business proposal to seek the landlord's approval on a potential office space. The goal is to secure a favorable lease agreement. Key Elements: - Outline how to boost the landlord's revenue: The proposal should provide clear strategies that demonstrate how my tenancy will lead to increased revenue for the landlord, possibly through a longer lease term, added services, or other innovative suggestions. - Financial Projections: The proposal should include a comprehensive budget and financial projection section. This will help the landlord understand the potential financial impact of leasing the space to me. The ideal freelancer for this project should have: - Proven experience in business proposal writing, particular...

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    I'm currently seeking a financial planner with experience in creating personalized plans for individual. Key requirements: - Ability to provide holistic financial planning with an eye on retirement, investments, and tax planning - Flexibility for both one-time consultations and potentially ongoing advice - Strong communication skills, able to explain complex financial concepts to a layperson The ideal candidate for this project should have a background in financial planning, and be well-versed in the intricacies of personal finance, retirement accounts, and investment advice for individuals. Prior experience with tax planning is also considered a strong asset. Please include in your bid any relevant certifications or qualifications, as well as examples of prior work, if available...

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    I'm in need of a knowledgeable expert to help manage my bookkeeping using FreshBooks. Your tasks will primarily involve: - Maintaining financial records and handling all business transactions - Ensuring accuracy and maintaining systematic order Ideal candidates should be well-versed with FreshBooks and have profound experience in accurate bookkeeping. A strong comprehension of financial statements and the ability to organize large amounts of data are also critical. Previous accounting experience would be a bonus. Prompt, reliable, and detail-oriented professionals are preferred.

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    I'm seeking an experienced bookkeeper who can assist with financial statements preparation, accounts payable/receivable management, and payroll processing for my business. We are in a stable and growing financial state, so maintaining and improving upon this is crucial. Ideal Skills and Experience: - Proficiency in QuickBooks - Background in managing financial statements, accounts payable/receivable, and payroll - Experience in supporting stable and growing businesses Your role will entail managing financial records and providing a clear overview of financial status. Your ability to ensure accuracy and timeliness will be highly valued.

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    Compliance Audit 5 days left
    VERIFIED

    I'm seeking an experienced auditor to conduct a thorough external audit of the CY2023 P&L for my private enterprise. The aim of the audit is demonstrate compliance. The company has had a low volume of expense transactions, typically under 100 per month. Straightforward P&L. • Specific Focus: The audit should be primarily focused on our P&L and bookkeeping records. Your task will be to check the accuracy, completeness, and compliance of our records. Your identifying any discrepancies, errors, or areas needing improvement will be greatly appreciated. • Essential Skills: Ideal candidates would have significant experience in auditing private enterprises. They should have a deep understanding of business financial systems. Moreover, they will need to be adept a...

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    I'm in need of a talented financial analyst to create a robust underwriting model for a multi-family property. Key Requirements: - Develop a comprehensive underwriting model for a multi-family property that will assist in calculating the internal rate of return (IRR) and equity multiple. - This model should also include waterfall projections that cover profit splits, with and without preferred returns. Additionally, I require a clear, user-friendly format that is easy to understand for someone without an extensive financial background. The ideal candidate for this project should have a strong background in finance, specifically in multi-family real estate. In summary, the main deliverables for this project are: - Underwriting model for a multi-family property - Multiply Water...

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

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    I'm in the process of setting up an ecommerce business on Shopify and Etsy, and I need help with tax planning to ensure my business is tax-efficient and sales tax compliance to avoid any issues in future. Key Requirements: - Help with tax planning and strategy for my small ecommerce business startup. - Assistance with sales tax compliance for the transactions on Shopify and Etsy. - Most importantly must be expert on NYS business tax rules. Additional Information: - I do not have a registered business entity yet, so your expertise in guiding me through the process of setting one up would be appreciated. - Familiarity with tax laws and regulations related to ecommerce businesses is a must. - Ideally, you have experience working with small startups in the ecommerce space and can provi...

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    As a sole proprietor, my small business requires proficient aid in accounting and finance. The primary tasks include: - Bookkeeping: This involves accurate record-keeping of all monetary transactions. Your keen attention to detail and remarkable time-management skills would be beneficial. - Financial Reporting: A systematic record of all financial activities is needed for strategic planning. Expertise in preparing income statements, balance sheet reports, and cash flow statements is necessary. - Tax Preparation: Your tax preparation skills should ensure compliance with laws and regulations to avoid penalties. The individual best suited for this role should have a background in accounting, finance, or a related field. Experience working with sole proprietorships is a plus. E...

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    Looking for a skilled, personable, and dedicated CFA level 1 coach to guide me through my studies. Communication: - I am open to communicative through email, phone calls, and video conferences to have regular check-ins and to keep track of my progress. Duration: - I have not defined a specific duration for the sessions. I expect the duration to be determined by the topic(s) at hand and the depth of explanation required. Flexibility in this matter is appreciated. Topics: - I haven't specified the topics yet. The issues to be addressed will likely evolve and become more clear as the coaching progresses. I need a coach capable of covering all the key aspects of CFA. Requirements: - Previous experience teaching CFA students. - Solid knowledge across all subject areas of the CFA bod...

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    To help me get the things done. can be done over phone.

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    I am in need of an accountant who can help with tax preparation for my small business. Key Requirements: - Expertise in tax preparation for both businesses and individuals - Experience working with small businesses (1-10 employees) - Strong knowledge of tax codes and regulations Ideal Skills: - Proficient in financial software - Strong analytical and problem-solving skills - Excellent attention to detail and accuracy - Good communication and interpersonal skills - Ability to meet deadlines Please provide a brief overview of your relevant experience and approach to tax preparation.

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    Finance Expert Writer 4 days left
    VERIFIED

    I'm in need of an experienced finance expert who can produce high-quality, engaging content on finance. - Ideal candidate should have a strong understanding of various finance topics, such as personal finance, corporate finance, and investment analysis. - The content should be of high quality and targeted at students, small business owners and the general public.

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    I'm in search of a diligent and detail-oriented individual to assist me on a part-time basis with data entry tasks mainly in the finance sector. Key Responsibilities: - Data Entry: You will be responsible for inputting and maintaining various financial data into spreadsheets and databases. - Accuracy and Attention to Detail: Ensuring the provided data is accurately entered, including cross-referencing and validation. - Data Quality: Assisting in maintaining the quality of the data and suggesting improvements where necessary. Skills and Experience: - Proficiency in Microsoft Excel is a must as this will be the primary tool used. - Previous experience in finance-related data entry is advantageous but not mandatory. - Strong attention to detail and accuracy are highly valued. - Under...

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    I'm seeking a professional to help track my personal expenses and investment earnings in a more organized and efficient manner. Key Requirements: - **System Upgrade**: I've been manually tracking these transactions in spreadsheets, but I now need a more robust and automated system. - **Improved Organization**: The primary goal of this project is to enhance my overall financial organization. - **Investment Tracking**: A secondary but important aspect is to have a system in place for monitoring and evaluating my investment performance. Ideal Freelancer: - **Accounting and Bookkeeping Expertise**: Strong background in personal finance and investment bookkeeping is essential. - **Software Proficiency**: Experience in working with personal finance software is highly preferred. - **...

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    I need an expert to comprehensively review the quarterly financials of 18 different organizations. You will be looking at the organization's income statements, balance sheets, and cash flow statements from the past year. Your expertise in financial analysis would be a big asset in this project. Key Tasks: - In-depth scrutiny of quarterly income statements - Detailed examination of balance sheets - Profound analysis of cash flow statements Please note, a comparative analysis among the organizations is not required for this project. Your focus should solely be on individual organization's financial health. Ideal Skills: - Experience in financial analysis and accounting - Detail-oriented with proven analytical skills - Ability to interpret complex financial data This job w...

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    I'm searching for a skilled professional to automate key aspects of my business's accounting procedures. Here's a quick rundown of what I require: - Automation of onboarding and tracking Ideal candidates for this job should possess: - Profound experience with automating business processes - Previous working experience in accounting procedures - Knowledge about onboarding and tracking automation Understanding the requirements of the project and having proficiency in Gohighlevel will be vital. Efficiency, accuracy, and attention to detail are crucial for the successful completion of this project.

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

    $120 (Avg Bid)
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    I'm looking for a financial expert skilled in Tally ERP9 to help with specific bookkeeping tasks. This includes bank reconciliation for 1-5 accounts on a monthly basis, as well as the generation of financial statements. Key Responsibilities: - Reconciliation of 1-5 accounts monthly using Tally ERP9 - Generation of monthly financial statements The ideal candidate should: - Be proficient in Tally ERP9 - Have prior experience in bank reconciliation - Possess a strong understanding of financial reporting I need someone who is detail-oriented, has excellent organizational skills, and can provide accurate financial records in a timely manner. Prior experience with similar tasks is a definite plus.

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    I need immediate assistance with TallyPrime for accounting entries and reconciliation. - Tasks include Sales and Purchase entries and Bank reconciliation specifically. - The completion time is critical as I need the project ready ASAP. Ideal applicants should have: - Proficiency using TallyPrime. - Strong experience with accounting and reconciliation. - Ability to work fast and efficiently. Please provide a brief overview of your relevant experience when applying.

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

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    I'm in need of a comprehensive project report to assist in securing a collateral-free loan for my upcoming Food and Beverage business in INDIA. The key details I want to focus on are: - An overview of the beverage industry, in relation to the current market scenario and potential growth. - Detailed need for the loan, emphasizing how the funds will 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 ...

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    Finance Expert Writer 4 days left
    VERIFIED

    I'm looking for a seasoned finance expert writer to create engaging content. The topics I primarily need coverage on are personal finance, corporate finance, and investment strategies. Your application should ideally include past work and experience in finance writing, as well as a detailed project proposal. The length requirement for the written content is flexible, but I expect high-quality and informative articles.

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    projected financial statement 3 days left
    VERIFIED

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

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    Projected financial statement 3 days left
    VERIFIED

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

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    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.

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    I'm 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 manufacturing financial feasibilit...

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    I'm seeking a qualified Chartered Accountant with expertise in handling GST registration and filing particularly for the service industry. Key Responsibilities: - Manage the complete GST registration process for our service-oriented business - Ensure timely and accurate GST filing as per compliance requirements Ideal Candidate: - Proven track record of successful GST registration and filing - Specific experience in the service industry - Strong understanding of GST compliance and audit processes - Excellent communication skills, with a preference for phone-based discussions Looking to engage a professional who can efficiently handle these tasks, providing us with peace of mind regarding our GST compliance.

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    Experienced Accountant Needed 3 days left
    VERIFIED

    I'm in need of a skilled accountant to manage my financial records and tax preparation, specifically for Colorado state tax requirements. Your responsibilities will include: - Handling bookkeeping tasks - Preparing financial statements - Applying for a Colorado Sales Tax License - Ensuring compliance with the state's tax regulations Communication is key, so I'd prefer if we can engage via email and video conferencing. Your expertise in the field and experience with similar projects will be highly valued and appreciated.

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    I invested few lakhs to acquire a 1.02% stake in an SPV. Despite the overall sale price appreciation over five years, I'm facing a loss upon exit, contrary to expected gains. I'm seeking a forensic audit service to conduct a thorough analysis of this matter. I will provide my observations along with the Audit report and Bank statements. Before bidding, please ensure you have experience in conducting forensic audit investigations and the ability to observe irregularities (which will enable me to engage in a more informed dialogue with the SPV team). Key responsibilities: - Focus is primarily on the review of financial statements - Identify any signs of financial fraud - Deliver a comprehensive report of your findings Ideal candidates for this project should have: - Proven exper...

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    I am in need of a skilled freelancer with expansive knowledge in tax filing and planning, financial statement preparation, audit and assurance services, winding company procedures, and addressing private limited pending compliances. Ideally, you should have vast experience in handling financial matters for small businesses. Your application should include: - Detailed project proposal: Kindly break down how you plan to provide the services I require. Highlight your approach, the steps you will take, and the tools and methodologies you will employ to ensure everything is done professionally and up to standard. Skills and Experience: - Certified Accountants and Company Secretaries: Given the complexity of the work, it's crucial that you have completed professional certifications. T...

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    I am developing a system, which integrates a donchian channel along with a strategy, but has the pinescript code hidden. I need someone who can figure it out somehow.

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    I am currently in a position where I want to have full control over my money. I am intending to dissolve my trust fund for this reason. This is an important step for me and I require professional input to guide me through this process. I am searching for someone with a strong background in financial management, particularly in trust funds. Knowledge in investment tracking is essential, alongside the capability of providing me a system where I can manage, monitor and make decisions about my finances independently. Additionally, the right candidate will be someone capable of: - Guiding me through the dissolution of my trust fund - Helping me establish full control and decision-making authority over my finances - Setting up a system for my independent financial control This is substantia...

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    I am searching for an experienced financial specialist to assist me in securing capital funds exceeding $500,000 for my service industry business. The capital will primarily be utilized to support and expand business operations. Ideal Candidate Skills: - Extensive experience in fundraising and capital generation in service industries - Proven track record of successful capital raising ventures - Deep understanding of service industry requirements and constraints - Strong business acumen and strategic planning skills Responsibilities and Goals: - Develop innovative and effective capital raising strategies - Assist in identifying potential investors and negotiating terms - Provide advice on efficient allocation of capital for business operations - Facilitate the realization of fundraisin...

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    I'm looking for an experienced accountant who can help me manage my business's accounting and tax preparation for French company SAS LEOPRIX (948 375 274) Key Tasks: - Tax Preparation: Ensuring that my business is tax-compliant and helping me file my business taxes accurately and on time. Experience Required: - Solid understanding of business accounting principles and practices. - Proficiency in tax laws and regulations. - Previous experience with tax preparation for small businesses. Please note: This role does not require assistance with payroll processing.

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    For my company, I require a proficient accountant with an expertise in bookkeeping and tax preparation. The candidate must be adept at maintaining and recording financial transactions, as well as preparing financial statements. Ideally, the freelancer should be experienced with: - Monthly, quarterly, and annual bookkeeping - Preparing tax returns and financial analysis reports Since we don't use any specific accounting software, the professional should either be well-versed with manually maintaining records or capable of suggesting and operating an effective accounting software for business.

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    I'm in urgent need of an expert in revenue summary analysis for my accounts assignment, to be completed ASAP. Areas of focus include: - Deciphering and analyzing an Excel file, which contains base financial data. - Providing a thorough understanding of the balance sheets, income statements, and cash flow statements in relation to the given data. Ideal qualifications: - Strong accounting background. - Proficiency in financial analysis and interpretation. - Familiarity with balance sheets, income statements, and cash flow statements. - Proficient in Excel data manipulation and interpretation. - Must be able to work fast as this task has a high-priority deadline.

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    We are a start-up and looking for a Chartered Accountant with Zero Attitude. Core Skills Required: Cloud Busy, GST Reconciliation, Adjusting Non-GST Purchases, RCM, Invoicing and Bookkeeping. Core Experience Required: Atleast 2-3 years of experience in handling annual turnover of 5 Cr + preferably in e-Commerce sector. And, someone who can take complete responsibility of owning, managing and supervising all tax related work. Please only apply if you can work dedicatedly and for long term.

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    I'm in need of an advanced level M3 ERP trainer with specific experience in the retail industry. Your expertise and knowledge will be pivotal in aiding the efficient use of our ERP system. - Key Responsibilities - Training users on the functions of M3 ERP - Providing advanced learning techniques for M3 ERP retail applications - Helping in troubleshooting issues and solving complex M3 ERP queries Exposure to a retail environment and advanced understanding of M3 ERP will be key to provide the level of training required. The ability to adapt training to different learners and level of understanding will also be beneficial in this role.

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    I need a skilled analyst to provide a set of comparable listed companies for my generative AI business with a focus on investment decision-making. This analysis will be crucial for my strategic planning and decision-making process. Key Deliverables: - A list of technology companies that are comparable to my business - Detailed financial metrics for each company including EV/Revenue, P/E Ratio, Debt to Equity Ratio, and Gross Margin Ideal Candidate: - Experience in financial analysis, specifically with a focus on technology companies - Strong understanding of investment decision-making processes - Proficiency in evaluating and interpreting a range of financial metrics - Familiarity with generative AI businesses and the technology sector The analysis should be presented in a clear and co...

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    I'm in need of a thorough market analysis focusing on the finance industry.

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    Forensic Audit Needed 2 days left
    VERIFIED

    I invested few lakhs to acquire a 1.02% stake in an SPV. Despite the overall sale price appreciation over five years, I'm facing a loss upon exit, contrary to expected gains. I'm seeking a forensic audit service to conduct a thorough analysis of this matter. I will provide my observations along with the Audit report and Bank statements. Before bidding, please ensure you have experience in conducting forensic audit investigations and the ability to observe irregularities (which will enable me to engage in a more informed dialogue with the SPV team). Key responsibilities: - Focus is primarily on the review of financial statements - Identify any signs of financial fraud - Deliver a comprehensive report of your findings Ideal candidates for this project should have: - Proven exper...

    $26 (Avg Bid)
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