Search Results for: Financial Planning
Found 71 result(s).
Divorce financial planning data entry/bookkeeping/basic accounting
We are a rapidly growing divorce financial planning business in Los Angeles that needs help with data entry into the software that we use called Family Law Software (FLS). This requires reviewing and inputting client info including but not limited to: monthly budget, paycheck stubs, bank statements, investment statements, pension, mortgage, etc. If you are comfortable with bookkeeping and/or basic...
Job Type: Hourly
Cash Flow Analysis Analytical Presentation Data Entry Financial Analysis Bookkeeping Financial Planning Microsoft Excel QuickBooks Online Personal Finance Google Sheets Excel Formula Accounting Basics
Fractional CFO (Pre-Seed/Seed Stage)
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
We’re a fast-moving startup seeking a Chief Financial Officer (CFO) who thrives in uncharted territory. This isn’t your typical corporate finance role. You’ll be wearing many hats, working side-by-side with founders, and helping us make smart financial decisions that shape the future of the company.
Job Type: Hourly: $25.00 - $25.00
Financial Analysis Corporate Governance Financial Planning Financial Report Pro Forma Statement Financial Projection Business Plan Financial Accounting Financial Modeling
Key Considerations for Our Evaluation of Your Financial Planning Platform
Key Considerations for Our Evaluation: 1. Relevance to Financial Services How does your platform enhance client acquisition, retention, or delivery of financial services? Do you have experience working with firms in finance, insurance, or advisory sectors? 2. Revenue Impact How can your solutions help us scale our client base, improve financial strategy delivery, or automate portfolio-related task...
Job Type: Hourly: $150.00 - $200.00
Financial Analysis Financial Modeling Financial Projection Financial Risk Insurance
Fund & Operations Manager
We are an innovative tech start-up based in the USA, entering an exciting phase of growth as we secure a good amount of funding. We need a financial operations manager to guide us with the most efficient usage of this fund. We already have some tech-heavy projects in the US market, and we have many more in the incubation stages. Key Responsibilities: - Develop a financial plan and budget allocatio...
Job Type: Hourly
Forecasting Financial Planning Financial Projection Budget Management Project Management
Fractional Chief Financial Officer (For B2B Tech Firms)
# Fractional Chief Financial Officer (CFO) Expert-Led, AI-Powered Growth for B2B Tech Firms Remote (US time zones preferred) | Fractional/Contract | Performance-Based Compensation ## About Us We are a high-energy, high-integrity advisory firm specializing in transforming B2B tech companies—especially those in cybersecurity, cloud/data, AI, and custom software—into category leaders. Our “Expert-led...
Job Type: Hourly
Tax Strategy Company Valuation Financial Modeling Financial Planning Tax Law Compliance Investment Strategy Financial Policies & Procedures Financial Projection Business Plan Financial Report
Strategic Financial Manager (Part-Time)
We’re hiring a part-time Financial Manager to take full ownership of the money in our business. You will *not* just be tracking numbers—you’ll be the go-to decision maker for everything related to spending, saving, payroll, and investments inside the company. Think of this as a Fractional CFO role for a fast-growing education & media company. Company Information: - Closers Consulting Group, LL...
Job Type: Hourly: $50.00 - $100.00
Business Plan Business Analysis Financial Analysis Marketing Strategy Financial Projection Accounting Financial Planning
Preparation of Adjusted Financial Statements for SBA Loan Application
Project Objective: To prepare adjusted financial statements that accurately reflect the operating income and financial health of the business for SBA loan underwriting, providing clarity on true profitability by reconciling reported tax income with actual business performance. See attached full scope of work doc
Job Type: Fixed price
Accounting Financial Analysis Financial Accounting Financial Report Financial Planning Financial Projection Financial Modeling
Fractional CFO for a high growth startup
Fractional CFO for a high growth startup with the role starting this fall. We are looking seeking a fractional CFO to oversee our companies, financial operations and continuously reevaluate financial procedures and policies to make sure that we are working efficiently and adequately managing risks. They would be responsible for overseeing booking operation and overall ERP administration management...
Job Type: Hourly
Corporate Governance Tax Strategy Financial Policies & Procedures Financial Planning Financial Modeling Financial Analysis Financial Projection Cash Flow Analysis Cash Flow Software Cash Flow Modeling
Excel Report Builder for Financial Planning Business
We are seeking a skilled freelancer to create a comprehensive Excel report tailored for our financial planning business. This report will serve as an agenda and will include essential client information. The ideal candidate should have experience in building structured Excel documents that are user-friendly and efficient. Attention to detail and the ability to customize the report according to our...
Job Type: Hourly
Business Plan Business Analysis Microsoft Excel Financial Analysis Financial Modeling