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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

We are a financial planning firm seeking a part-time Financial Data & Reporting Coordinator to support our back-office operations for ultra-high-net-worth clients. This role is not client-facing, but it’s essential to our ability to deliver exceptional service. You'll be the go-to resource for tracking client financial activity, organizing documents, and generating accurate reports for interna...

Job Type: Hourly: $30.00 - $60.00

Transaction Data Entry Data Entry Financial Analysis Accounting Software Bank Reconciliation Balance Sheet Cash Flow Statement Budget Management Bookkeeping

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

We are seeking a Licensed Psychologist with strong clinical interviewing and writing skills to join our multidisciplinary assessment team. This role is designed for a clinician who will oversee psychological evaluations with the support of trained psychometricians. The ideal candidate is experienced in conducting diagnostic interviews, interpreting test data, and producing comprehensive, legally s...

Job Type: Hourly: $15.00 - $23.00

Writing Academic Writing Counseling Psychology Microsoft Excel Content Writing Education English

I need help creating a google sheet with a tab for 20-30 customer accounts to track open action items and customer sentiment etc- would like it to roll up into a dash that shows all the numbers: x numbers of AI's out/ x numbers of high priority AI's/ risk etc

Job Type: Hourly: $45.00 - $85.00

Data Visualization Data Analysis Data Entry Dashboard Business Intelligence Microsoft Excel Visual Basic for Applications

1. About Us The Tapping Solution is a leading EFT (Emotional Freedom Techniques) platform with 4 million+ users and 29 million completed sessions. We’re launching a series of 30-Day Protocols that target chronic pain, fibromyalgia, negative-thought spirals, and more. Our goal is to turn these protocols into clinically validated digital therapeutics that win the trust of medical professionals and a...

Job Type: Hourly: $34.00 - $80.00

Data Analysis Alternative Medicine Mental Health Wellness Article Research Paper Writing Research Papers Academic Writing Academic Research

JPW Consulting is new to using tools such as Apollo ai. We would like to broaden our email reach to introduce ourselves to potential clients needing our services. Since we are new to Apollo ai we would need assistance to get an email strategy and campaign in place to not jeopardize our domain reputation. Can you help us get setup correctly? www.jpwconsulting.com JPW Consulting is a professional se...

Job Type: Hourly

Business Analysis Sales & Marketing Business Development Automation SaaS Startup Consulting Outbound Sales Omnichannel Marketing Prospect List Channel Prioritization Strategy List Building Customer Service

We are seeking an experienced Power BI developer to create a custom dashboard for our business, leveraging data from our ServiceTitan system. The ideal candidate will have a strong understanding of both Power BI and ServiceTitan integration, enabling them to visualize our key performance indicators effectively. The project requires someone who can transform raw data into actionable insights, ensur...

Job Type: Hourly: $20.00 - $45.00

Data Visualization Data Analysis Data Modeling Microsoft Power BI

We're looking for someone who's detail oriented to help our health education company make our written patient handouts easier to find in EHR systems like EPIC. Your main job will be to go through our current list of topics and ICD-10 codes, review codes listed, and add any needed codes to provide a best match for the topics. Knowing your way around healthcare terminology and coding and familiarity...

Job Type: Hourly: $20.00 - $45.00

Data Entry Medical Billing & Coding ICD Coding HTML Google Sheets Epic Systems Medical Software Microsoft Excel

We've recently brought on a new lending CRM system with a built-in Metabase analytics tool. I need help converting 6-10 of our previous reports (all manually built in Excel) to an automated dashboard inside of Metabase. If this shorter-term project goes well, I'd like to explore building additional reporting functionalities and integration into our HubSpot/Gsheet accounts. We are a financial servi...

Job Type: Hourly: $75.00 - $120.00

Data Visualization Google Sheets Metabase HubSpot