Search Results for: Financial M

We’re looking for someone who’s great with Excel and Google Sheets to help us build a simple, easy-to-use cash flow template for real estate investing. The template should let us plug in numbers for rental income, expenses, mortgage, and property details, and automatically show key numbers like cash flow, ROI, and cap rate. If you’ve built similar tools before and know your way around spreadsheets...

Job Type: Hourly

Real Estate Project Management Software Google Sheets Microsoft Excel Real Estate Financial Model Real Estate Real Estate Acquisition Financial Projection Microsoft PowerPoint Real Estate Investment Assistance Report Writing Real Estate Transact

Looking for someone with self storage underwriting experience. Underwriter should have knowledge of current market trends, comps, pricing, etc. Site is on Long Island- ideal but not required to have knowledge of tri state or East Coast markets. Potentially other real estate underwriting development projects as well in the future. Looking forward to working together!

Job Type: Hourly: $50.00 - $85.00

Financial Modeling

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

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

Description: I'm seeking a detail-oriented financial professional to support our clients with budgeting, forecasting, and cash flow analysis. This role involves building and maintaining financial reports, reviewing client financials, and identifying trends to support decision-making. The ideal candidate is experienced in creating financial dashboards, analyzing budget-to-actuals, and delivering cl...

Job Type: Hourly: $25.00 - $50.00

Financial Analysis Financial Projection Financial Modeling Forecasting

Seeking financial/sales data visualization expert to take our data [feed] and create dashboards with Google looker studio. Data currently exists in Spreadsheet (xls) with multiple pivot tabes that needs to be translated into something that is digestible and 'interactive' to drill down to insights easier and faster. Applicants should provide screenshots or examples of BI visualization created in th...

Job Type: Hourly: $44.00 - $80.00

Data Visualization Dashboard Business Intelligence Looker Studio Financial Modeling Statistics

We’re looking for kind, motivated individuals to join our team as Client Solutions Representatives in a remote, entry-level role supporting financial coaching services. You'll work directly with clients to help them understand their financial situation and explore personalized strategies for income protection, debt management, retirement planning, and more. No financial experience is required — we...

Job Type: Fixed price

Financial Analysis Data Entry Candidate Interviewing Candidate Sourcing Staff Recruitment & Management Hiring Strategy Customer Service Financial Modeling

I’m a financial advisor looking for an experienced Excel expert to help upgrade and maintain a custom spreadsheet I use with clients during retirement planning meetings. This sheet models how income will be generated throughout retirement based on assets, spending, inflation, and asset allocation across different “buckets” (Safety, Income, Growth). The job will include: • Updating the year timelin...

Job Type: Hourly: $30.00 - $150.00

Financial Analysis Microsoft Excel Financial Modeling Visual Basic for Applications

As Fractional CFO, you'll be the financial cornerstone of our leadership team—crafting our financial roadmap, owning our capital strategy, and helping us translate vision into viable, scalable growth. You'll also serve as our financial voice in investor discussions and help us maximize the capabilities of platforms like Carta.

Job Type: Hourly

Financial Analysis Financial Modeling Startup Consulting Financial Planning Financial Projection

Description: We are seeking an experienced freelance financial analyst or investment banking professional to update and build a robust financial model to support our acquisition of a fastener manufacturing and distribution business in Chicago (“Chicago Fastener”). The model will be used to: • Generate detailed financial projections (5+ years) • Perform return analysis including IRR and MOIC scenar...

Job Type: Hourly

Financial Analysis Financial Modeling Financial Projection Forecasting

I have two things I need done 1. Create an org chart of the entities flow of funds 2. Create a schedule of investment returns using the past 5 months of returns. This will require both some knowledge in both finance and simple graphic design type stuff... please only apply if you know exactly what I'm talking about.

Job Type: Hourly: $30.00 - $150.00

Financial Analysis Data Visualization Financial Modeling Financial Projection Presentations