Search Results for: Financial

Clear expectations: 1) Lead FINRA's new membership application process for a broker-dealer 2) Develop an operational framework for Reg D and Reg A+ offerings and have familiarity with AML/KYC. 3) Establish market-making capabilities on partner ATS platforms 4) Source and negotiate with vendors and service providers 5) Test financial software systems and ensure regulatory compliance 6) Run day-to-d...

Job Type: Hourly: $50.00 - $120.00

Anti-Money Laundering Financial Disclosure SEC Regulation Mergers & Acquisitions Stock Issuance Customer Service Administrative Support

**Job Opportunity: PEO Software Evaluator** We are looking for experienced professionals in HR and finance to provide their personal insight in evaluating our developing PEO software solution. Your knowledge and skills will play a vital role in assessing the platform's functionality, user experience, and its ability to adapt to the specific needs of small and medium-sized businesses (SMBs). Prefer...

Job Type: Hourly: $45.00 - $80.00

Compensation & Benefits Benefits Recruiting Human Resource Management Financial Analysis Payroll Accounting ADP Workforce Now HR & Business Services

Job Description: We are seeking a skilled blog and website content writer with experience in the financial sector to create clear, engaging, and SEO-optimized content for our site. The ideal candidate will have a strong grasp of financial topics and the ability to translate complex information into content that is approachable, informative, and valuable to our target audience. Responsibilities: Wr...

Job Type: Hourly: $26.00 - $50.00

Content Writing Blog Writing Blog Content

Preciso desenvolver uma plataforma white label personálizável pra cobrança, com portal web e mobile, acionamento digital, estimulos digitais, negociação via bot,  analytics e bbig dataCategory: Finance & ManagementSubcategory: Project managementProject size: Small project, small teamIs this a project or a position?: ProjectRequired availability: As needed

Financial Analysis Project Management Scrum

I need a comprehensive overview on "Banks’ funding and credit risk management" with a 2000-word limit (±10%), excluding tables, graphs, and references. Key Requirements: - In-depth coverage of the topic. - Thematic focus can be historical, current, or future. - Flexibility in case studies and theoretical analysis. Ideal Skills & Experience: - Expertise in finance an...

Delivery Time: 6 days left days

Business Analysis Finance Financial Research Research Research Writing

We are seeking a skilled professional to assist in the preparation of an investment deck. The ideal candidate should have experience in creating compelling presentations that effectively communicate our business model, value proposition, and financial projections. You will collaborate with our team to gather necessary information and craft a polished, visually appealing deck suitable for potential...

Job Type: Fixed price

Presentation Design Presentations Financial Analysis Business Plan Microsoft PowerPoint

Hello, I'm looking for a skilled professional to enhance my PowerPoint presentation. While I’ve already compiled all the necessary information and laid out the basics, the current design lacks the polished, professional look I need—especially when presenting to potential accredited investors. I need someone with a creative eye who can bring the content to life with clean, engaging visuals and layo...

Job Type: Hourly: $60.00 - $90.00

Presentation Design Graph Pitch Deck Sales Presentation Financial Presentation Microsoft PowerPoint Business Presentation

Hello! I’m looking for some help creating a simple, plug-and-play template for submitting price quotes to customers. I work as a sales representative and need to generate multiple quotes throughout the day. Ideally, I’d like an Excel or Word template that I can easily fill out with the necessary information. I’d also like to collaborate with you on the final layout and design of the quote—somethin...

Job Type: Hourly

Microsoft Power BI Data Visualization Microsoft Excel Data Analysis Microsoft Power BI Data Mining Spreadsheet Software Data Management Financial Modeling Financial Reporting Microsoft Power Automate Salesforce CRM Salesforce Lightning Microso

I'm looking for a talented Canva designer to create a clean, professional, one-page graphic that functions like a digital business card or flyer. This will be used to introduce a financial professional (Jordan) who helps teachers and educators plan for retirement with tax-free income strategies and debt reduction techniques. What I’ll Provide: Finalized text content (sales letter format) Jordan’s ...

Job Type: Fixed price

Graphic Design Layout Design Canva Brochure Brand Identity & Guidelines

Looking to create a fun birthday card to send to clients (finance industry). We'd like to have caricatures created of each employee (can be similar to last year's design attached or your own caricature style). Outside Design- People celebrating on a yacht, hot air balloon, or whatever else. Add "Happy Birthday from Evans May Wealth!" somewhere, maybe add our logo. 4 main employees more prominent o...

Job Type: Fixed price

Character Design Graphic Design Cartoon Art Cartoon Character