Search Results for: Investment Strategy
Found 15 result(s).
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
Buisness Consultant/ Virtual CFO
Business Consultant / Virtual CFO Assistant (LLC, Bookkeeping, Tax Strategy) Looking for: A knowledgeable assistant or consultant to help structure and scale multiple businesses the right way from day one. Tasks include: • LLC setup and strategy (including Airbnb property transfer) • Bookkeeping system setup (QuickBooks, Wave, or other recommendations) • Guidance on business credit building • Advi...
Job Type: Hourly
Business Plan Startup Consulting Accounting Financial Modeling Financial Projection Bookkeeping Investment Strategy
FRACTIONAL CFO / FINANCIAL STRATEGIST (Creative Business & Royalties)
About Me: I’m a creative entrepreneur based in Los Angeles — I run a boutique record label, manage artists, receive royalties and consulting income, and also operate an Airbnb. My income is solid, but it’s irregular and spread across multiple sources (royalties, Airbnb, freelance, etc.). I’m looking for someone to help me build a clear, dynamic monthly budget, manage cash flow, and advise on perso...
Job Type: Hourly
Business Analysis Startup Consulting Investment Strategy Supervision Tax Strategy Financial Analysis Financial Planning Financial Modeling Financial Projection
Investment Banking Assistance
We are looking for someone to join the team with investment banking and deck building experience that can take existing financials of multiple companies and consolidate and build pro forma models to show synergies with acquisition targets. This individual also must be able to build very compelling presentations and decks and will spearhead this effort for our M&A team. This individual must be able...
Job Type: Hourly: $50.00 - $150.00
Business Plan Forecasting Accounting Principles & Practices Pitchbook Company Valuation Financial Projection Financial Analysis Finance & Accounting Financial Modeling Investment Strategy
Fractional Financial Analyst
Description: Honestas Commercial Services, LLC is a U.S.-based Service-Disabled Veteran-Owned Small Business (SDVOSB) operating at the intersection of federal government procurement and international supplier integration. We specialize in onboarding vetted Japanese and Korean companies into the U.S. B2G marketplace through our proprietary Government Distribution Portal and AWS GovCloud infrastruct...
Job Type: Hourly: $65.00 - $100.00
WFH Financial Advisor
Are you a dependable, people-focused professional seeking a meaningful remote opportunity? We’re expanding our nationwide team and looking for motivated individuals to join us as Client Solutions Representatives in a dynamic and supportive financial services environment. What You’ll Be Doing: Engaging with clients to understand their financial goals and current needs Providing guided solutions and...
Job Type: Fixed price
Market Research Financial Analysis Sales Development Finance & Accounting Sales Sales Management Relationship Management Sales & Marketing Microsoft Excel Investment Strategy
Gather Real Estate Investor preferences
I want a list of companies investing in commercial real estate in Europe and their investment criteria. The investment criteria are for exemple which countries and locations they invest in or the minimum and maximum amount per investment. We shall provide the list of criteria and also a list of companies we already are in touch with. The investment criteria need to be validated by a person at the ...
Job Type: Fixed price
Lead Generation Market Research List Building Communications Investment Strategy Real Estate
Certified Financial Advisor with Fiduciary Responsibility
I am looking for a Certified Financial Fiduciary for a fee-based project to analyze my finances and provide financial advise on investment portfolio re-balancing plus timing of roll-over of 401 K to Roth. ONLY want advisors in USA with fiduciary responsibilty and FEE-BASED.
Job Type: Hourly: $100.00 - $150.00
Financial Advisor Needed - Investment Portfolio Review & Planning
Project Scope Review my current stocks/investments and create a strategic financial plan. Requirements Review investment portfolio and financial position Assess goals and risk tolerance Provide portfolio optimization recommendations Develop actionable financial plan Qualifications Active financial certification (CFP, CFA, ChFC) 3+ years experience Investment strategy expertise Tax planning knowled...
Job Type: Hourly
Non-Profit Funds Expert
Freedom In Me Business Showers (FIMBS), a growing 501c3 nonprofit dedicated to supporting new businesses through resources and social capital, is seeking an experienced Grant Writer who can deliver quick results. This role requires a fast learner who can efficiently research, write, and apply for mini-grants as well as larger government grants to secure critical funding. The ideal candidate will h...
Job Type: Hourly: $8.00 - $60.00
Marketing Strategy Research Proposals Research Papers Grant Writing Letter of Intent Budget Management Investment Strategy Growth Strategy Nonprofit Organization Fundraising Proposal Writing