Search Results for: Excel

Hey there! I'm looking for someone to help my dad better understand his portfolio of puts and calls across several accounts (Schwab, Fidelity, Chase, …). What I need help with: - Work with my Dad to get a clear picture of all the options in his various accounts. - Creating a basic model (maybe in Excel?) to see how a 10% market drop could affect these positions. - Come up with hedging strategies t...

Job Type: Hourly: $60.00 - $96.00

Financial Analysis Financial Modeling Microsoft Excel

**Position: Capital Strategy & Financial Modeling Advisor for Escape** Escape is seeking a highly skilled and results-driven financial advisor or consultant with deep expertise in real estate underwriting, pro forma development, financial forecasting, and institutional-grade investment presentations. This is a mission-critical role focused on supporting our $100M capital raise and long-term fi...

Job Type: Hourly

Industry Knowledge Microsoft Excel Pitchbook Financial Report Pro Forma Statement Company Valuation Presentations Business Cases Financial Analysis Financial Projection Financial Modeling Accounting Business Plan Financial Planning Forecasti

Set-up and Create multi-tab spreadsheets with sales data for small sales team Help with sending out emails to multiple lists using Outlook or Mailchimp Occasionally maintain spreadsheets adding or updating data Use data exported from Salesforce to create/update spreadsheets Create power point slides including Excel data populated in charts/graphs Occasionally create or update PowerPoint slides to ...

Job Type: Hourly: $14.00 - $16.00

Microsoft Excel Microsoft PowerPoint Data Entry Administrative Support Microsoft Office Virtual Assistance Sales Lead Lists

We are seeking a skilled Web Scraping Developer to assist in a project that involves extracting publically available information from state government websites into an Excel spreadsheet. The ideal candidate will have experience in data scraping, data cleaning, and handling various web technologies. Your expertise will be crucial in systematically gathering and compiling the required information to...

Job Type: Hourly

Data Scraping Data Mining Data Extraction Microsoft Excel

We’re seeking a practical, experienced trainer to lead a 3-hour remote training session on Microsoft Copilot, tailored to a small group (1–4 participants) working in planning, allocation, and finance. This is a highly targeted session for busy professionals who want actionable skills—not a lecture.

Job Type: Fixed price

Excel Formula Microsoft 365 Copilot

I am a CPA student managing five clients that range from short-term construction, RV park sectors, and a new ecommerce shopify client. I am seeking a CPA coach who can provide guidance and share valuable tips to help me navigate the intricacies of my clients' needs. I have taken up to intermediate accounting in the last two years and started learning bookkeeping 4 years ago. I have come a very lon...

Job Type: Hourly: $35.00 - $150.00

Lead Generation Startup Consulting CPA Microsoft Excel Education

We are looking for an experienced capital raiser to assist with our current commercial real estate (CRE) projects. The ideal candidate will have a proven track record in raising capital for CRE investments, strong networking skills, and the ability to connect with potential investors. Your role will involve identifying and engaging with potential investors, presenting investment opportunities, and...

Job Type: Fixed price

Lead Generation Financial Analysis Financial Modeling Microsoft Excel

We are seeking an experienced public speaking coach with a background in financial services to help our team improve their presentation skills. The ideal candidate will have a proven track record of coaching individuals in effective communication and presentation techniques, particularly in the finance sector. You will work with our professionals to enhance their public speaking abilities, ensurin...

Job Type: Hourly: $40.00 - $50.00

Startup Consulting Lead Generation Content Writing Finance & Accounting Microsoft Excel

Are you a FP & A expert that is looking for on going projects? ( Steady weekly pay. ) Our first project will be financial modeling for a dental practice. You will be working with the owner of our company. (Business advising firm ) Ideally a position that will be for multiple months. ( Send samples of financial modeling you have done. ) We are a business advising firm & will have a steady f...

Job Type: Hourly: $35.00 - $95.00

Financial Modeling Financial Projection Accounting Principles & Practices Microsoft Excel

There’s a lot of room for creativity in this project. You have the chance to showcase your skills as you’ll have complete creative freedom. We are looking for a bookkeeper / accountant to record how-to tutorials on various topics like Google Sheets, Excel, QuickBooks, etc. These tutorials are raw, long-form pieces of content that showcase various techniques and skills, all from the perspective of ...

Job Type: Hourly: $20.00 - $50.00

Accounting Microsoft Excel Intuit QuickBooks Bookkeeping Google Sheets