Accounting & finance work from home

Elevate your career by joining our top-tier agency, where you'll play a pivotal role in shaping the success of our sales team. We’re searching for dynamic Sales Trainers who are eager to implement innovative strategies and refine existing methods to maximize our team’s performance and earnings.

What We Offer:
Attractive Starting Salary with excellent growth potential
Career Growth opportunities within a well-established company (operating for over 2 years)
Stable and Supportive Work Environment with a close-knit, family-like culture

Your Role:
Collaborate with a passionate and energetic team
Empower team members to meet and exceed their financial goals
Enhance the sales process for exclusive content to boost customer engagement
Improve team skills in customer relationship management
Facilitate more impactful and engaging interactions with subscribers

What We’re Looking For:
Proven Experience as an OnlyFans Sales Trainer (verification required)
Fluent in English (both written and spoken)
Enthusiasm for Learning and staying updated with industry trends
High Level of Professionalism
Necessary Tools: Computer, quiet workspace, and reliable internet connection
Availability: Willingness to work 72 hours per week, including 12-hour shifts across 6 days
Ready to take the next step? Apply below and join our team of industry leaders!
https ://forms.gle/EEq4T6ihgvaqjEo89
(backspace before : to connect the link)

**WhatsApp required**
Our team will reach out to you via WhatsApp, so please make sure you’re available there after applying. Thank you!

We currently have multiple companies and bank accounts running in different countries, which each their own cash flows. I’d like to have one consolidated view of all my businesses in Quickbooks.

I’d like to see the following reports;
- The total profit per day, week, and month
- Balance sheets
- Ledgers
- Payment processing & cashflow projection forecasts
- List of current active subscriptions/expenses

I’d also like to have you check all outgoing invoices, as well as the incoming invoises, to check if everything is correct.

I'm looking for someone who;
- Can come with solutions, tools, or any app which might enhance the accounting of the business.
- Comes with his/her own ideas to improve the accounting.
- Is active and checks up on my finances, without me having to ask for it.

I am looking for a fixed monthly fee, so not hourly fees. Please submit your proposed monthly fee in the application.

Note: This is not for official tax accounting, this is just for our own internal finance overview.

If you're up for the task, feel free to apply so we can have a chat :)

I'm looking for a proficient developer to create a secure digital payment system. This system should handle peer-to-peer transfers with a robust infrastructure to manage integrations with various third-party services.

Key Aspects of the Project:
- **Transaction Handling**: The system will be focused on facilitating peer-to-peer transfers.
- **Third-party Integrations**: The payment system needs to seamlessly connect with cryptocurrency wallets and payment gateways.
- **Security Protocols**: Given the nature of financial transactions, the system must incorporate advanced threat and fraud detection measures to ensure the safety and integrity of transactions.

Ideal Skill Set:
- Expertise in developing digital payment systems.
- Proficiency with integrating third-party services and APIs.
- Strong background in implementing advanced security features.
- Familiarity with cryptocurrency wallets and peer-to-peer transaction protocols.
- Experience with payment gateways.

I look forward to working with a developer who has a strong portfolio in this field and can deliver a secure and efficient digital payment system.

Skills: PHP, C Programming, Java, JavaScript, Software Architecture

I'm looking for a skilled data analyst to help me perform trend analysis on the data from Bloomberg, Factset, and Reuters.

Key Requirements:
- Access to Bloomberg, Factset, and Reuters data.
- Proficient in trend analysis.
- Experience using financial data for academic research.

The goal of this project is to provide insights that can be used for academic research. The ideal freelancer for this project is someone who can efficiently analyze these data sources and draw meaningful conclusions.

Skills: Research, Financial Research, Research Writing

We are looking for a female Virtual Online Assistant to support our team remotely. As a Virtual Online Assistant, you will be responsible for a variety of administrative tasks to help streamline our operations. The ideal candidate should have excellent communication skills, attention to detail, and the ability to multitask effectively. This is a great opportunity for someone who is organized, self-motivated, and able to work independently.

Responsibilities:
- Managing email correspondence and calendar appointments
- Conducting research and compiling data
- Assisting with social media management and content creation
- Handling basic bookkeeping tasks
- Coordinating travel arrangements and event planning

Requirements:
- Previous experience as a virtual assistant or in a similar role is preferred
- Strong written and verbal communication skills
- Proficient in Microsoft Office Suite and Google Workspace
- Excellent organizational and time management skills

This is a medium-sized project with an estimated duration of 1 to 3 months. We are seeking an intermediate level virtual assistant who can work efficiently and deliver high-quality results. If you are a detail-oriented professional with a proactive mindset, we would love to hear from you!

I am in search of a skilled professional who can provide access to and analyze market data from the Bloomberg terminal. The primary focus of this project is the analysis of equities.

The ideal candidate should have:
- Demonstrable experience using and interpreting data from the Bloomberg Terminal.
- Proven track record in performing market data analysis, with a strong preference for equities.
- A deep understanding of the financial markets, especially in relation to equities.

Key deliverables from this project will include:
- Regularly updated and comprehensive market analysis reports based on the data sourced from the Bloomberg terminal.
- Identification of key trends and opportunities within the equities market.
- Recommendations and informed insights on potential investment strategies or opportunities.

Please respond to this project with a brief overview of your relevant experience.

Skills: Research, Excel, Financial Research, Report Writing, Business Analysis

I'm seeking a professional who can provide me with historical stock prices data from Bloomberg Terminal, Factset, and Reuters for various public companies. The data should be presented in a comprehensive and organized manner, ideally in Excel spreadsheets.

Key requirements:
- Extract historical stock prices data from Bloomberg Terminal, Factset, and Reuters
- Organize the data in Excel spreadsheets
- Ensure the data is accurate and complete

Ideal skills for this project:
- Proficiency in using Bloomberg Terminal, Factset, and Reuters
- Strong experience in data extraction and analysis
- Advanced skills in Excel and data organization

Your ability to provide this data will be crucial for my financial reporting and analysis tasks.

Skills: Visual Basic, Data Processing, Data Entry, Excel, Statistics

I need a professional who can specifically look into the financial reporting of public companies in the Financial Services sector. The main focus here would be on Comparative Financial Statements.

The ideal candidate for this job should be well-versed with:

- Financial reporting guidelines for public companies
- Proficiency in Bloomberg terminal, Factset, Reuters, Capital IQ
- Competency in financial analysis, especially Comparative Financial Statements
- Prior experience in the Financial Services sector would be a plus

In essence, the task at hand is to gather, analyze and compare the financial statements of various public companies within the Financial Services sector. The outcome should provide a comprehensive and insightful analysis, highlighting the similarities and differences between the financial reporting of these institutions.

I would require a detailed report or presentation summarizing the findings. The delivery should be in a clear, concise and professional manner.

Skills: Accounting, Financial Research, Finance, Business Analysis, Financial Analysis

I need a content writer for an accounting website.
Candidate must have an accounting background to understand the terms. (Any U.S tax knowledge preferably)


Skills: Copywriting, Accounting, Tax, Content Writing, US Taxation

I'm reaching out for assistance with my bank account, which has been inactive for a month. I urgently need to demonstrate proof of transactions, both deposits and withdrawals.

- Transaction Details: A total of $200 needs to be transacted, with both deposits and withdrawals.
- Quantity of Transactions: Just 1-2 transactions are required.
- Proof of Transactions: I will need transaction receipts for these transactions.

Given the nature of this job, I am compensating generously as I understand it may be risky.

Skills: Accounting, Finance, Intuit QuickBooks, Audit, Bookkeeping

We are seeking a skilled freelancer to design a finance research project report. This project involves creating a professional and visually appealing PowerPoint presentation or report. The work is relatively easy for someone who has expertise in creating engaging presentations or reports. The freelancer will be responsible for analyzing financial data, organizing information, and creating visually compelling slides or pages. Attention to detail and the ability to effectively communicate complex financial information are key skills required for this project. The project includes conducting research, summarizing findings, and presenting the information in a clear and concise manner.

Skills required:
- Proficient in PowerPoint or presentation software
- Strong analytical and research skills
- Excellent communication and presentation skills

This is a medium-sized project that is expected to be completed within 1 to 3 months.

Seeking an experienced freelancer who can do a keyword research on Upwork in the fields of project management and management consulting to optimize a freelancer profile. I will name some keywords that should be excluded (e.g. IT project management, financial consulting), to narrow down the scope.

Your task will be to deliver a list of keywords and provide recommendations on implementing those keywords, but you will not have to make any make adjustments to the profile yourself.

The ideal candidate should have a deep understanding of Upwork's platform and best practices for profile optimization. Previous experience with Upwork profile optimization is highly preferred.

Skills required:
- Upwork platform
- Profile optimization
- Competitor research
- Attention to detail

I'm seeking a freelancer with advanced experience to proactively take charge of a couple of financial domains on my behalf, including account opening, insurance sales, and mutual funds management. You need to be well-versed and adept in these areas:

- Account Opening: Diligently manage the process of opening dmat accounts, ensuring accuracy and efficiency.
- Insurance Sales: Harness your sales prowess to successfully sell a variety of insurance products.
- Mutual Funds: With your expertise, you’ll be responsibly managing mutual funds, making strategies that benefit from market movements and trends.

I strongly encourage those with in-depth experience in these areas to apply. Your application should include a detailed record of your relevant experience. This project demands an advanced understanding and experience. Together, we can ensure successful financial management for my firm.

Skills: Excel, Sales, Word, Cloud Data, Data Management

Do you enjoy creating and innovating in the tech industry? In a delivery environment that is iterative, inclusive, collaborative, fast-paced, and collaborative, do you love addressing complicated business problems? Becoming a part of our company means joining a large community of makers, breakers, doers, and disruptors who like finding practical solutions to practical issues and satisfying practical client requirements. Passionate about fusing emerging technologies with data, we are looking for back-end software engineers. Driving a significant transition within our company.

What You’ll Do:
* Build the next generation of the Machine Learning Platform which hosts business-critical Machine Learning models for the company
* Create custom-built SDKs, work with Data Scientists to onboard new ML models, identify customer pain points, and design solutions to eliminate these pain points
* Contribute to the improvement of Platform Observability to enable early detection of platform outages and failures
* Lead a portfolio of diverse technology projects and a team of developers with deep experience in distributed microservices, and full stack systems
* Collaborate with product managers, and deliver robust cloud-based solutions that drive powerful experiences to help millions of Americans achieve financial empowerment
* Utilize programming languages like Python, SQL, Node, Go, Open Source RDBMS and NoSQL databases, React, TypeScript, Container Orchestration services including Docker and Kubernetes, and a variety of AWS tools and services

Basic Qualifications:
* Bachelor’s Degree
* At least 6 years of professional software engineering experience (Internship experience does not apply)
* At least 1 year experience with cloud computing (AWS, Microsoft Azure, Google Cloud)

Preferred Qualifications:
* Master's Degree
* 7+ years of experience in at least one of the following: Python, Go, or Node.js
* 2+ years of experience with AWS, GCP, Azure, or another cloud service
* 4+ years of experience in open source frameworks
* 2+ years of experience in Agile practices

I'm seeking a professional with proven experience in the finance and investment sector to handle my capital investment. My primary goal is to generate passive income. Although I didn't specify my risk tolerance, I am looking for a conservative approach that aligns with my investment amount of $7000.

Key points to consider:
- You should have a deep understanding of risk management in investments
- Ability to generate passive income in investment
- Experience with conservative investment strategies
- Proven track record in the finance and investment sector

I'd appreciate a transparent and communicative freelancer who can guide me through the process and provide regular updates on the investment's performance.

Skills: Accounting, Financial Research, Finance, Financial Markets, Business Analysis

I'm seeking a seasoned Business Analyst to scrutinize and document the business logic for a native eCommerce application, based on an existing functional document. The application is intended for both iOS and Android platforms.

Key components of the project include:

- Understanding and documenting the business logic associated with financial processes, inventory management and customer relationship management within the eCommerce platform.
- Focusing on key features such as user authentication, a comprehensive product catalog and seamless payment gateway integration.

Ideal candidates should have a robust background in business analysis, particularly in the eCommerce sector. Proficiency in documenting complex business logic and understanding of functional documents is a must. Experience with both iOS and Android native app development is a plus.

Skills: Mobile App Development, iPhone, Android, Business Plans, Business Analysis

Compensation: Competitive salary with profit-sharing model

About Us:
HomWell® is dedicated to transforming houses into homes with high-quality, stylish, and affordable furnishings. We are expanding our founding team and seeking a strategic and analytical CFO to manage our financial planning and ensure the financial health of our business.

Responsibilities:
Oversee financial planning, budgeting, and analysis.
Manage investments, financial risk, and compliance.
Develop and implement financial strategies to support business growth.
Ensure accurate and timely financial reporting.
Collaborate with other departments to optimize financial performance.

Requirements:
Proven experience as CFO or in a similar financial leadership role.
Strong understanding of financial planning, analysis, and risk management.
Excellent analytical and strategic thinking skills.
Strong communication and leadership abilities.
Knowledge of financial regulations and compliance.

Hi Karthikeyan, i have visited your profile on upwork.
I am in the process of starting a online pharmacy / telemedicine platform .
The dev of the platform is in last phase and i was looking for a financial modeller who could make financial projections for my business.
Knowing that you have worked already in healthtech i would like to have a conference call and see if i could hire you and you could take up up this job vice versa.

Please Suggest convenient time.

Hi!

Goal of this project:

Goal of this project is to build POC of data visualization (dashboard) for housing company. In Finland each apartment building is a company and like normal companies these housing companies has centralized bookkeeping systems where all costs of apartment building is stored under different accounts like "heating", "management" and "cleaning". Now data is hard to access and not visual at all, many end users are not understanding accounting terms so this data needs to be visualized for them.

In future if the POC works and we want to scale, we need to be able to handle multiple different housing companies that use the same accounting system (Fivaldi).

In high level this project is in three stages:
1. Building daily job to extract right data from Fivaldi API to BigQuery
2. Building needed SQLs to prep the data for dashboard
3. Build POC dashboard(s) with Google Looker Studio (or similar)

Now I'm looking help for the stage 1. Stages 2 and 3 I can build myself.


More detailed description of the need:

Daily python batch job to extract Fivaldi API data to Google BigQuery. End points and data described in attached "preliminary-data-model.pdf". Fivaldi API docs can be found here: https://manuals.fivaldi.net/customer/api/index.html#/

Languages and techs to use are python and Google Cloud Run + BigQuery. All code is stored to customers GitLab project.


Looking for:

Google Cloud expert who can leverage external APIs and build datapipelines. Proactively propose better solutions, while still keeping in mind that this is a personally financed POC and we can cut some corners to save time (and cost) and get the POC working. Easy and continuous communication is a big plus. (Slack or other quick messaging)

What you can expect from me:

I'm working in IT project management, so not totally unfamiliar with the concepts while my coding skills are terrible. You can expect easy communication and more in dept understanding of APIs and data models since I'm working daily with data engineers. I'm also expecting to get more in depth understanding of the solution.

Other considerations:

- We most likely need couple iterations on data model, since I haven't seen the data yet and for that reason after initial data is exported to BQ we need most likely iterate datamodel.
- This is personally financed project
- I'm working full time elsewhere, so expect some delay on communication, also note Finnish time zone of UTC+2
- There's possibility for continuation and long term relationship after this POC
- This is my first project inquiry in upwork, so if I missed some important information don't hesitate to ask!


I recon that this concept of housing companies is in my understanding very specific to Finnish market so getting the context of this work might take a little time and there are some nuances how Finnish housing companies work (when compared to normal companies).

I'm ready to discuss and go through the project in a call before committing to anything. While there are some unknowns I wish to get project type pricing to understand the full cost of this project.

Please also find short high level presentation attached to clarify.

Hope you find this interesting!

Best regards,
Anssi

ABOUT US;
We are a small timber merchant specialising in recycled and new sustainable timber products servicing both retail, residential and commercial markets.
We offer a broad range of products including custom joinery and vanity units, as well as retail timber products such as flooring, cladding and decking. In addition to our physical site, we have an online store that ships woodworking products Australia wide.
We pride ourselves on the customer experience and strive to provide high quality service. Our business is in a growth phase and we are looking for a sales administrator to assist in taking the business to the next level.

JOB DETAILS:
We are looking for an experienced administration professional to support our small sales team with order fulfilment and other day-to-day tasks to ensure a smooth customer experience.
The role has a strong focus on managing the online sales function - downloading delivery dockets and freight labels and responding to customers' order enquiries. Our online store is powered by WooCommerce.
You will be responsible for maintaining quality data in our CRM (Hubspot) include identifying spam contacts, creating lists and deleting contacts.
There will be an opportunity to support the service team by liaising with current clients on active jobs and confirming details such as measure up bookings, delivery, installation.

We are also interested in finding someone who is interested in gaining social media experience and could assist our Marketing team with some minor tasks, such as following and engaging with other Instagram accounts.

We use MYOB for our accounting, inventory management and quoting. Prior experience with this platform will prove useful as there is the opportunity to increase the number of hours and expand the role in the future.

EXPERIENCE & DELIVERABLES
Experience:
• Experience with Hubspot CRM is essential
• Experience with MYOB highly regarded.
• Experience with WooCommerce regarded but not essential.
• Experience with Podium (text messaging platform) regarded but not essential.
• Experience with social media platforms regarded.
• As a supplier of products used in construction and building, some prior experience in these fields would be advantageous.

Deliverables:
• Respond promptly to customer enquiries with relevant product information and pricing
• Record client interactions and create follow up tasks in our Hubspot CRM for appropriate team members
• Reply to text line enquiries or redirect to appropriate team member
• Ability to complete CRM database tasks such as creating lists and deleting contacts.
• Excel at customer interactions and personable approach
• Initiative to offer process improvements where you can see ways of doing things better
• Must be fluent in reading, writing, and speaking English

HOURS:
Initially we estimate the role will require 1-2 hours per day, with the opportunity to increase to 2-3 hours per day as you become familiar with the business and our services. Hours are to be worked sometime between 9am-5pm AEDT. Although there is flexibility in when you choose to be online, we will require commitment to a set time each day.

Please share a brief summary of your relevant experience in your proposal.

We are looking for an experienced copywriter to help us revamp the language of Insait.io.

We will not change the images or videos, but will focus on what the company is actually doing, which is not completely reflected on the website now.

Here is what Insait is doing:

Insait develops a GenAI-based digital agent for customer processes in service, sales, and marketing for financial entities. The system is designed to automatically handle onboarding, KYC, and operational processes from the website and turn them into a conversational platform, requiring no resources from the organization.

The key advantage of Insait's platform resides in our GenAI-based predictive analytics, being able to identify personalized, cross-sell capabilities for financial institutions, driving better client experience, and higher close rates with larger deal sizes.

This project focuses on gathering and preparing comprehensive SAP FICO information to optimize the technical accuracy of an AI Chatbot for SAP-FICO customization and configuration. The aim is to collect publicly available documents, books, whitepapers, and learning materials related to the configuration and customization of the SAP FI (Financial Accounting) and SAP CO (Controlling) modules, based on use cases. The project will also develop, and test domain-specific SAP-FICO prompts based on the most effective prompting technique, called Chain of Thought (COT). The collected data and prompts will be provided in an Excel list ready for download or via Google Drive/Dropbox if PDFs are not directly downloadable.

I'm looking for an expert in Frappe ERPNext to integrate the invoice for my business with a primary focus on accounting/selling. The main feature I need is invoicing. It should be configured to operate independently for splitting to suppliers.

Ideal skills and experience for the job include:
- Proficiency in Python / Frappe ERPNext
- Strong background in accounting
- Experience in setting up invoicing systems
- Ability to configure systems for standalone operation.

Skills: PHP, Python, Software Architecture, SAP, ERP

I'm looking for a detailed analysis of the last five years of infrastructure lending, focusing on the share of Public Sector Undertaking (PSU) banks versus Private sector banks. The data can be sourced from RBI reports or BCG.

Requirements:
- Analyze infrastructure lending over the past five years.
- Compare the lending patterns of PSU vs Pvt sector banks, using a provided list of 40 banks.
- Explore additional data points: Bank profitability metrics, NPA metric, Kandhan and Awas Yojana, Digital acceleration.
- Present findings in an Excel report.

The ideal freelancer for this project should have strong data analysis skills, experience with Excel, and a good understanding of the banking sector. Please note that I do not require any graphical data representations, and the focus is on a comprehensive, insightful analysis.

Skills: Research, Financial Research, Business Analysis, Statistical Analysis

I'm seeking a professional to manage my investment portfolio on my behalf.

Key Responsibilities:
- Oversee and manage a diverse portfolio of investments
- Make informed investment decisions to maximize returns and minimize risks

Ideal Skills and Experience:
- Proven experience in portfolio management
- Strong understanding of various asset types including stocks, bonds, and real estate
- Excellent decision-making and analytical skills

I'm looking for someone to take the reins and invest my money for me.

Skills: Accounting, Business Plans, Research Writing, Business Analysis

Tengo un canal de Youtube sobre trading. Ahora voy a empezar a crear contenido un poco más "generalista" sobre inversiones y educación financiera que creo que se puede ajustar mejor a un editor ajeno al trading en particular.

Estos vídeos serían quizás un poco más largos de lo que acostumbro a hacer, entre los 10-15 min de vídeo ya editado (aunque el material en crudo, en mi caso, suele estar bastante ajustado a estos tiempos porque los grabo con guion). Lo que buscamos con este contenido es un mayor alcance, alto crecimiento de la audiencia y usarlo como embudo de ventas en un futuro. La idea, en principio, sería hacer 1-2 al mes e iríamos viendo cómo funcionan para ampliar y generar más contenido.

Skills: Metatrader, Financial Markets, Video Editing

I am looking to create an accounting website for a client. This must be designed by someone with specialisation within Wordpress and Elementor. There is a rough design that has been created in the past that can be used as a starting point.

I am seeking an experienced and knowledgeable Tax Resolution Specialist to assist with a resolution of my tax debt. The ideal candidate will have a strong background in tax resolution, an in-depth understanding of IRS procedures, and the ability to create comprehensive personal financial statements that accurately reflect my financial situation.

**Responsibilities**:
- Review and analyze my financial documents, including income, expenses, assets, and liabilities.
- Prepare detailed personal financial statements to present to the IRS.
- Negotiate with the IRS on my behalf to establish manageable payment plans.
- Ensure compliance with all IRS regulations and guidelines.
- Provide expert advice and strategies to optimize the tax resolution process.
- Maintain clear and ongoing communication with me, keeping me informed of progress and any necessary actions.

**Requirements**:
- Proven experience as a Tax Resolution Specialist, Tax Consultant, or similar role.
- Extensive knowledge of IRS procedures, tax laws, and regulations.
- Excellent negotiation and communication skills.
- Ability to handle sensitive financial information with confidentiality and integrity.
- Proficiency in using financial software and tools for creating financial statements.
- CPA, EA, or other relevant certifications are highly preferred.

**Preferred Qualifications**:
- Experience working with clients with complex financial situations.
- Background in accounting or finance.
- Ability to explain complex tax issues in a simple, understandable manner.

I need a professional to develop a comprehensive Excel dashboard for tracking the accounting of a small workshop setup. The dashboard should cover:

- Sales and Revenue: This will allow us to monitor the income generated from our operations.
- Expenses and Costs: We need to keep track of all expenditures, big or small, to ensure we're operating within our budget.
- Inventory Levels: This will help us oversee our stock and ensure we are adequately supplied for our operations.

Data will be entered manually into the dashboard, so it needs to be user-friendly and intuitive. The dashboard should not just display data, but also provide clear visual representations of the numbers.

Ideal skills and experience for this project include:
- Proficiency in Excel, including knowledge of creating dashboards and using advanced Excel functions.
- Experience in accounting or finance to understand the key metrics that need to be tracked.
- Ability to create clear, engaging visualizations of data.
- Understanding of inventory management systems.

A keen eye for detail and a strong understanding of small business operations will be beneficial in ensuring the dashboard meets our needs.

Skills: Visual Basic, Data Processing, Excel

As someone breaking into the competitive world of finance and accounting, I'm seeking an experienced professional with a deep understanding of this industry. I need an impressive, well-structured CV designed to showcase my skills and boost my chances at job applications.

Key responsibilities include:

- Assessing my entry-level professional experience and drafting a CV accordingly.
- Showcasing my skills and training relevant to the finance and accounting industry.
- Ensuring the CV is compliant with industry standards and appeals to potential employers in the finance and accounting field.

Ideal candidates should have:

- Proven experience in preparing finance and accounting CVs
- An understanding of the job application process in the finance industry.
- A flair for presenting data in an easy-to-read, comprehensive manner.

Skills: Accounting, Finance, Resumes, Financial Analysis, CV Design