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Expensify is a team of generalists developing today's leading expense management tool. Maintaining our reputation as an innovative leader in the world of finance requires an incredibly reliable and secure system for processing financial transactions. Accordingly, we primarily leverage time-tested languages, but we're looking to unify our front-end across platforms. For this, we're leveraging React Native and are looking toward the community on Upwork to help solve a variety of problems, both big and small, related to this migration.

Please see the GitHub issue for full details: github.com/Expensify/App/issues/53838

Your Proposal:

- You *must* post a proposal for how you will fix this issue in the GitHub issue linked above.
- Your proposal should include a technical explanation of the changes you will make. You are not required to submit the final solution or code along with your proposal.
- Your proposal will be reviewed.
- If your proposal is accepted, you should post the proposal in Upwork and you will be hired for the job.
- AFTER your proposal is accepted in Upwork and you have accepted the offer, you may submit the code to implement your solution. To submit the code, go to the Expensify/App GitHub repo where you'll create a fork of our codebase. You'll create a branch on that fork, and when your code is ready for review, you'll create a pull request in our repository to merge your code into our codebase. Include screenshots and confirmation that you have tested the pull request on all platforms. Our engineers will review the code, and approve and merge when the code meets our requirements.

Please review our Contributor Guidelines before submitting a proposal - github.com/Expensify/App/blob/main/contributingGuides/CONTRIBUTING.md

**Important:** As documented in our CONTRIBUTING.md, payment amounts are variable, dependent on any regressions your work causes.

We are seeking an experienced professional to assist in developing a comprehensive investment package. The package will be similar to a real estate investment package. This package will include detailed financial projections, market analysis, and strategic plans to attract potential investors. The ideal candidate should have a solid understanding of investment principles and excellent communication skills to present information clearly and effectively. If you have experience in creating investment materials and a keen eye for detail, we would love to hear from you. We have all the data and copy, just need someone to lay it out so it is cohesive and graphically sound

Skills: Graphic Design, Adobe Illustrator, Microsoft Excel, Adobe Photoshop, Logo Design, Finance, Financial Analysis

I'm looking for an Excel template that can comprehensively record and track class-wise fees. The template needs to encapsulate the following aspects:

- Fee Receival Details: The template should allow me to log the date and mode of payment (cash or online), the amount and balance, as well as class and student information for each fee received.
- Expense Tracking: It should also track our expenses, including supplies and materials, salaries and wages, as well as maintenance and utilities.
- Pending Fees: The template needs to show pending fees month-wise and class-wise.
- Master Sheet: The master sheet should provide an overall report, class-wise dues, and breakdowns for total dues and total paid, as well as payments made via cash and online.

Ideal skills for this project include proficiency in Microsoft Excel, experience in creating templates for financial tracking, and a good understanding of educational institution's fee and expense structures. The freelancer should be able to deliver a user-friendly, organized, and comprehensive template that meets all of my requirements.

The Excel template needs to be completed within 1 week. Please include bar charts to visualize expenses by category. Include filter options for date range. Include automated summary reports for quick insights.

Skills: Visual Basic, Data Processing, Data Entry, Excel, Microsoft Office

I'm looking for a romanian accountant to regularize my tax situation : review my tax fillings for Q3 and Q4 2024 and, if necessary, complete them, as well as handle the annual closing (financial statements).

Skills: Tax Preparation, Accounting

Expensify is a team of generalists developing today's leading expense management tool. Maintaining our reputation as an innovative leader in the world of finance requires an incredibly reliable and secure system for processing financial transactions. Accordingly, we primarily leverage time-tested languages, but we're looking to unify our front-end across platforms. For this, we're leveraging React Native and are looking toward the community on Upwork to help solve a variety of problems, both big and small, related to this migration.

Please see the GitHub issue for full details: github.com/Expensify/App/issues/53697

Your Proposal:

- You *must* post a proposal for how you will fix this issue in the GitHub issue linked above.
- Your proposal should include a technical explanation of the changes you will make. You are not required to submit the final solution or code along with your proposal.
- Your proposal will be reviewed.
- If your proposal is accepted, you should post the proposal in Upwork and you will be hired for the job.
- AFTER your proposal is accepted in Upwork and you have accepted the offer, you may submit the code to implement your solution. To submit the code, go to the Expensify/App GitHub repo where you'll create a fork of our codebase. You'll create a branch on that fork, and when your code is ready for review, you'll create a pull request in our repository to merge your code into our codebase. Include screenshots and confirmation that you have tested the pull request on all platforms. Our engineers will review the code, and approve and merge when the code meets our requirements.

Please review our Contributor Guidelines before submitting a proposal - github.com/Expensify/App/blob/main/contributingGuides/CONTRIBUTING.md

**Important:** As documented in our CONTRIBUTING.md, payment amounts are variable, dependent on any regressions your work causes.

We are seeking a skilled sales representative with a some familiarity in business and finance. The ideal candidate will have excellent communication skills and a clear, neutral accent, as they will be responsible for cold calling potential clients and setting up appointments. You should be comfortable with making numerous calls daily and have the ability to engage effectively with prospects. If you are driven, confident, and have a passion for sales, we would love to hear from you! There is also a strong opportunity to make commissions, and have this transform into a hybrid financial underwriter/account manager type role. This can be far more lucrative than the hourly rate.

Skills: Cold Calling, Sales, Scheduling, Telemarketing, Lead Generation

I am seeking an investment tutor who can provide personalized training and mentoring for a graduate level class in decisionmaking and capital budgeting. I am a high achieving individuals who has 90% As and 10% Bs in a country where the average grade is C. This exam prep is intended to ensure that I get A or B on my exam.

The training should be approximately 20 hours. The tutor will be responsible for creating a strategy for addressing the topics covered in the class as listed below, and preferably using class exercises for explanations. Tutor may also add extra exercises and solutions.

The ideal candidate should be skilled in tutoring, various investment strategies, portfolio management, and market analysis. The readings from class may also be made available. Strong communication skills and the ability to simplify complex concepts are essential.

Topics covered in class:

Probabilities Decision Tree
Decision Tree Value of Information
Decision Criteria
Risk Measures
Utility Functions
Expectation Variance Dominance
Deterministic and Stochastic Dominance
Uncertainty and Portfolio Perspective
CAPM and SPT
Capital Rationing
Real Options Basic
Real Options Valuation I
Real Options Applications
The Impact of Capital Structure on Corporate Decisions
Financial Stress

Tutoring should start by approximately 12 December and finish within 2 January. The end date is non-negotiable. I am available daytime and evenings between 10.00-21.00 (European central time) and weekends with the exception of 24 December.

Proposals should include an outline for the 20 hours ensuring that all topics are covered with sessions lasting 1-2 hours (preferably 1 hour). Each Every 2 hours should count as a milestone.

Skills: Financial Analysis, Financial Modeling, Accounting, Business Analysis, Tutoring, Mathematics

Background: Education company with 25 people in team (bootstrapped) and looking for an experienced operator who 'gets their hands dirty' and can work directly with the CEO on planning finance/operations strategy for 2025 (initial project 20hrs but with option to continue)

Skills: Project Delivery, Financial operations

We are seeking an experienced bookkeeper who specializes in providing financial services for companies involved in the Scientific Research and Experimental Development (SR&ED) tax incentive program. The ideal candidate will have a solid understanding of SR&ED regulations and requirements, and will be able to manage accounts, prepare financial statements, and assist with tax-related documentation. If you have a passion for helping businesses maximize their SR&ED claims through meticulous bookkeeping, we want to hear from you!

Skills: Microsoft Excel, Data Entry, Accounting, Bookkeeping, Bank Reconciliation

We are seeking an experienced freelancer to create comprehensive Excel models for a startup business plan. The ideal candidate will have a strong understanding of financial forecasting, budgeting, and cash flow analysis. You will be required to structure and populate the model with relevant data, ensuring it aligns with our business goals and industry standards. Attention to detail and the ability to present complex data in an accessible format are essential. If you have a proven track record in financial modeling and a passion for helping startups succeed, we want to hear from you!

Skills: Business Plan, Financial Analysis, Business Analysis, Financial Modeling, Financial Projection, Forecasting

We are building a billing platform.
We seek an implementation partner that is a domain expert in implementing integrations between billing solutions and ERPs/Accounting tools.

The relevant ERPs:
- Sage
- Netsuite
- Quickbooks
- Xero

Our needs are:
1. Writing the specifications (productize based on most common use-cases) and documentation documents.
2. Joining calls with our customers to share more in-depth knowledge.

In addition, we need the partner to provide access to all ERPs. This is a mandatory requirement.

I’m searching for an experienced video editor to produce 5 motivational (financial services) YouTube Shorts videos every week. The pay is a MAX of $140 USD each month. You’ll have FREE ACCESS to our paid subscriptions to ArtGrid.io and EpidemicSound.com. If you have high level video editing skills, this could be a fun, long term project for you.  

WHAT I PROVIDE:
1. Scripts for each video.
2. PAID PREMIUM video editor resources (see below)
3. EpidemicSound.com (for music and sound effects) FREE to you
4. ArtGrid.io (for stock footage) FREE to you.
5. My team will create all of the thumbnails
6. My team will upload all of the videos
7. You'll receive steady long term monthly income of up to $140 USD for your video editor work.

WHAT YOU PROVIDE:
1. Your video creativity and skills.
2. FIVE (5) High-quality 60 second YouTube Shorts motivational (financial services) videos every week.

VIDEO EXAMPLE:
https://www.youtube.com/shorts/F4FOMh200QE

SEND A LINK TO YOUR 60 SECOND 9:16 VIDEO WORK.

PAYMENT DETAILS:
MAX PAY: $7 per video.
Payday: The third Wednesday of each month via Freelancer.
Upcoming Paydays:
12/18
01/15
02/19
03/19
04/16

REQUIREMENTS
The videos must be in a vertical 9:16 format.

POST A LINK TO SAMPLES OF YOUR 60-SECOND 9:16 VIDEOS.

NEW FREELANCERS
New freelancers with video editing experience, are welcome to apply, as long as they can deliver consistent, quality work.

KEY TRAITS WE'RE LOOKING FOR:
This is a long-term project, so reliability, creativity, and consistency are critical! If you have a GOOD attitude and are ready to collaborate and create impactful motivational video content, submit your bid!
-

Skills: Video Services, After Effects, Videography, Video Production, Video Editing

Job Title: Python Quantitative Developer
Location: Remote

We are seeking a highly skilled and experienced Python Quantitative Developer to join our team. In this role, you will be instrumental in developing and implementing quantitative models, working closely with quantitative analysts and traders to create algorithms that analyze market data. Your contributions will directly impact our firm's strategic trading decisions. This role demands a blend of software engineering expertise and quantitative analysis.

Responsibilities:
Develop and implement quantitative models using Python to support trading strategies.

Collaborate with quantitative analysts to troubleshoot and refine model performance.

Analyze complex financial data to derive actionable insights and optimize trading strategies.

Enhance and optimize trading algorithms for better performance and scalability.
Manage and process large financial datasets efficiently.

Create and maintain comprehensive documentation for tools, models, and algorithms.
Monitor and provide ongoing support for trading systems to ensure smooth operation.

Qualifications:
Minimum of 3 years of relevant experience in a Python Quantitative Developer role or a similar position.

Bachelor’s or Master’s degree in Computer Science, Mathematics, Finance, or a related field.

Strong proficiency in Python programming with experience in libraries such as Pandas, NumPy, and Scikit-learn.

Solid experience in quantitative modeling, algorithm development, and data analysis.

Knowledge of financial markets, trading systems, and instruments.

Mandatory experience with the IBKR (Interactive Brokers) API.

Strong analytical, problem-solving, and debugging skills.

Ability to work effectively within a collaborative team environment.

Skills:
Python
Pandas, NumPy, Scikit-learn
SQL
Git
Financial Modeling
Algorithm Development
Data Analysis
Machine Learning
IBKR API

Skills: Python, Python Script, Data Science, Machine Learning

Job Title: CRM/Backoffice Administrator Executive
Job Type: Full-time

Job Description:
We are seeking a highly organized and detail-driven CRM/Backoffice Administrator Executive to take on a range of responsibilities in CRM management, backoffice operations, and administrative support across multiple departments. In this role, you will be responsible for managing customer data, assisting with account management, and performing various operational tasks to ensure seamless business functions.

Key Responsibilities:

CRM & Account Management:

Administer and maintain the CRM system, ensuring accurate and up-to-date customer profiles and records.
Create and manage IB (Introducing Broker) accounts in CRM systems.
Reassign sales leads to the appropriate team members to ensure timely follow-up and conversion.
Reassign affiliate accounts from affiliate managers as needed to optimize affiliate program performance.
Reset passwords for client accounts and assist with account recovery processes.
Change KYC (Know Your Customer) status for clients based on completed verification processes.
Process bonus credits to client accounts in accordance with company policies.
Manage other system connections like VOIPs and other communication platforms.
Manage connections to Payment Service Providers (PSPs) to ensure smooth transactions and account management.
Reassign Thabiso’s clients as per internal reallocation requirements.
Handle and resolve VOISO-related issues, such as Dimakatso’s account problems.
Operational Support:

Manage DNS issues to ensure uninterrupted system access and support.
Oversee the WhatsApp Business account verification process with Azlan for smooth communication with clients.
Manage the creation of new MT5 (MetaTrader 5) accounts for Forezon clients and convert them into PAMM accounts as required.
Data Management & Reporting:

Assist in the generation of CRM reports for the management team, providing actionable insights into customer activities, sales progress, and affiliate performance.
Maintain accurate records across various internal systems, ensuring data consistency and integrity.
Provide regular updates to teams regarding the status of various client accounts and internal requests.
Backoffice Administration:

Provide general backoffice support to the sales, marketing, and customer service teams.
Troubleshoot CRM system issues and assist with system updates and integrations.
Assist with onboarding and training staff on CRM usage and best practices.
Perform routine administrative duties, ensuring smooth office operations.
Skills and Qualifications:

Bachelor’s degree in Business Administration, Information Technology, or a related field (or equivalent work experience).
Proven experience in CRM administration (preferably with platforms like Salesforce, HubSpot, or Microsoft Dynamics).
Strong understanding of CRM systems, data entry, and backoffice support processes.
Previous experience handling IB account creation, lead management, and affiliate account reassignments.
Familiarity with KYC processes, bonus crediting, and managing accounts in financial platforms (e.g., VOISO, Perfect Money).
Experience managing system connections like VOIPs and Payment Service Provider integrations.
Excellent problem-solving and troubleshooting skills, particularly with technical issues (e.g., DNS problems, account issues).
Proficiency in MS Office Suite (Word, Excel, PowerPoint) and CRM software.
Excellent communication skills and the ability to collaborate effectively with multiple departments.
Strong organizational skills and the ability to manage multiple tasks simultaneously.
Why Join Us?

Competitive salary and benefits.
Opportunity to work in a fast-growing and innovative company.
Collaborative and supportive team environment.
Career development opportunities and training.

Skills: Administrative Support, Customer Relationship Management, Email Communication, Customer Service, Executive Support, CRM Software, System Configuration

We sell a turnkey business package that includes vehicle ownership in the United States for mobile bar event rentals. We are looking for a SBA loan expert to work with our candidates looking to get SBA micro loans in their respective states.

Your role would be to review their business plan and give them guidelines to better their chance of loan approval.

Ideally, no more than 4 hours would be spent on each client, we can provide 5-10 clients monthly immediately. We only deal with USA customers.

Skills: Business Plan, Financial Analysis, Business Analysis, Finance & Accounting, Financial Modeling, Financial Projection, Financial Planning, Business Writing

Hi there,

I am looking for a reliable and detail-oriented Bookkeeper to take charge of our financial records using QuickBooks. If you are someone who enjoys staying organized, reconciling transactions, and ensuring accuracy, I would love to have you on our team.

Your responsibilities will include managing accounts payable and receivable, preparing financial reports, and maintaining accurate records. Experience with QuickBooks is a must, along with strong attention to detail and proficiency in Excel or Google Sheets.

If you’re passionate about numbers and want to help us keep our financials running smoothly, please send your resume and a brief note about your experience.

Thank you!

Skills: Intuit QuickBooks, Accounting Software, Accounting Basics, Bank Reconciliation, Bookkeeping, Balance Sheet, Accounts Payable, Accounts Receivable, Accounting

We are seeking an experienced freelancer to assist in creating a professional financial modeling presentation to present to our CEO. The goal is to seek funding for a new project by effectively analyzing three proposed scenarios and exploring their pros and cons.

Key Deliverables:

1. Financial Model (Excel):

Develop a comprehensive financial model incorporating three scenarios provided.

Perform in-depth analysis of the pros and cons of each scenario.

Ensure accuracy in financial projections and data interpretation.



2. Presentation (PowerPoint):

Design a visually appealing and concise presentation.

Include existing financial figures to provide context.

Highlight the pros and cons of all three scenarios with supporting data.

Explore and present potential funding options clearly and persuasively.




Requirements:

Proven experience in financial modeling and preparing investor/CEO-level presentations.

Proficiency in Excel and PowerPoint, with strong data visualization skills.

Ability to synthesize complex financial data into clear and actionable insights.

Excellent communication skills to convey key messages effectively.

Prior experience working on funding pitches is a plus.


Timeline:

This project is time-sensitive and needs to be completed within 2 days.

If you have the expertise and attention to detail required for this project, please share examples of your past work in similar projects along with your application.

Looking forward to collaborating!

Skills: Financial Analysis, Financial Projection, Business Plan, Financial Planning, Pitchbook

Hi Team,

It's a pleasure to be introduced to you.

I am a business founder in the United Kingdom, specialising in property finance for investors, property developers and residential purchasers.

The business is performing excellently, winning awards and has been voted the best newcomer to the industry for 2025. I have fantastic ambitions for next year - including automating workflows and using business profits to give back to the broader community.

In order to do so, it is pivotal that we scale the brokerage team and leverage my team; as such, I am looking for a long-term automation partner to drive the operational side of the business forward and help virtually support the team by any means necessary.

Who are we?

At Arose Finance we are on a mission to become the most dynamic and innovative mortgage company in the UK. We're all about pushing the boundaries, approaching research solutions impactfully and delivering outstanding service that makes a real difference to people.

We are looking for talented, driven individuals to join our team and help achieve our mission. If you’re passionate about making a positive impact, love to innovate and want to be part of a dynamic and fast-paced team, we want to hear from you.

How will we work together?

Constant communication: I would like for us to become a 'well oiled machine', with multiple calls per day (where necessary) and constant iterative communication to drive progress forward;
Confidentially: Given the sensitive nature of client documentation, it is essential all communications is sealed and confidential
Timezone: I am looking to co-ordinate with someone during UK hours. It would suit me well to have someone starting a few hours earlier

Current business infrastructure:

Software: Teams, Zoom, Outlook, MS365, 8x8 (Phone), WhatsApp, MS365, Microsoft Copilot
Datastorage: Sharepoint
Workflows: 9 key work streams

What will you be doing?

There is a 3 stage scope of works, per the attachment. We are looking for someone to utilise Power Automate infrastructure to automate our point solutions to automate our 9 key work streams. I have experience working with a team of 20 coders, so I will be very communicative and articulate on what the business requirement is. Beyond Stage 1, we would like to build a decision centre that centralises and approves Stage 1 point solutions, before creating more intelligible decisions in Stage 3.

What do we need from you?

We are expert problem solvers! The ability to take initiative, remain curious and drive the business forward with new ideas. If you’re constantly improving processes – we’d love to hear from you;
Desire to develop in a fast paced, dynamic and growing business. We are building an industry leading business together;
Our flexibility is cultivated by communication and openness. Excellent written, verbal and listening communication skills are essential;
We are in the mutual appreciation society! We love people and that's why our customers love us. You’ll need a strong ability to build rapport as well as being skilled and well-versed in handling objections.

Should our partnership work well, I am looking for you to evolve into managing all the broader build out and other coders, if that would be of interest.

If this sounds like you, I would love to hear from you! Please let me know a little bit about you, your experience and why you think you would be great for the role?

Many thanks,
Kelsey

Skills: MS365, Microsoft 365 Copilot, Microsoft Power Automate Administration, Microsoft PowerApps

We are looking for an experienced bookkeeper for our very fast growing company. You will be in charge of day-to-day and monthly bookkeeping, payroll, commissions, vendor payouts, etc.

Our starting budget is $200 per month. We are looking to contract month to month but if you perform well, we will 100% hire you full time as this is a position that is needed for the long run. You will be able to grow within our accounting department and help us during the tax season.

We are currently using google sheets and our bank statements to manage our finances but are happy to work with QuickBooks or any software you are comfortable using. We are also using Rippling as our Payroll system so it would be a plus if you are experienced using that as well.

Our current system isnt too difficult but it is very time consuming for us so thats why we are looking for someone to take it over and even make it more organized. Once we hire you, I will send you our current sheet and you'll be able to see our current expenses. There isnt a lot of them but as we grow, we will be adding more.

I will get into more details on our first call to see if we are a good fit. I look forward to reviewing your application and potentially working together!

Skills: Bookkeeping, Balance Sheet, Data Entry

I am looking for a skilled individual who can create accurate financial statements for my company. The skilled candidate should be able to analyse financial data and generate statements such as profit and loss statement and balance sheets attention to detail and the ability to work with complex financial information and proficiency in advanced Excel skills are preferred.

Skills: Financial Analysis, Accounting, Accounting Principles & Practices, Financial Accounting, Financial Report, Financial Reporting, Financial Audit

Job Title: Full-Time Virtual Assistant (Executive Assistant)

Location: Remote (Central US Time Zone)

Hours: Monday to Friday, 9:00 AM to 5:00 PM (Central US Time)

Position Type: Full-Time

Job Description:

We are seeking a highly organized and efficient Virtual Assistant to provide comprehensive support to a busy business owner. This is a remote position, and the successful candidate will be expected to work independently and proactively manage various tasks and responsibilities.

Responsibilities:

Manage and respond to emails, Skype messages, and phone calls promptly and professionally.
Assist with bookkeeping tasks, including invoice processing, expense tracking, and financial reporting.
Coordinate and schedule calendar events, meetings, and appointments.
Assist with bill payments and financial transactions as needed.
Communicate efficiently and effectively with clients, partners, and team members.
Provide support in managing multiple businesses, including understanding and differentiating between them.
Assist with personal tasks and errands as required by the business owner.
Manage social media accounts and assist with posting content (experience in social media posting is a plus).
Write content for various purposes, including emails, social media posts, and business documents (strong writing skills are a plus).
Utilize graphic design skills to create visuals and materials as needed (graphic design experience is a plus).
Requirements:

Fluent English communication skills, both written and verbal.
Proven experience as a virtual assistant or in a similar administrative role.
Strong organizational and time-management skills.
Proficiency in email management, scheduling tools, and productivity software.
Experience with bookkeeping tasks and financial management (preferred).
Ability to work efficiently and independently in a remote environment.
Familiarity with social media platforms and content creation (preferred).
Excellent writing skills with the ability to produce clear and engaging content.
Graphic design skills (preferred).
Benefits:

Competitive salary commensurate with experience.
Full-time remote position with flexible working hours.
Opportunity for growth and professional development.
Work closely with a dynamic business owner and gain valuable experience in various industries.
If you meet the above qualifications and are eager to join a fast-paced and dynamic team, please submit your resume and cover letter detailing your relevant experience and why you are the ideal candidate for this position. We look forward to hearing from you!

Skills: Email Communication, Virtual Assistance, Executive Support, Scheduling, Administrative Support, Communications

We are looking for a creative person to handle our social media marketing for 2 companies in the Tax & Accounting industry. Please note you would need to create the social media post and schedule them accordingly (Graphic Design and Short Video Design is a must). The ads must attract new followers and potential new clients to the social media pages and website to build the brand.

There is a 30day probationary period. You must be creative and can produce marketing ideas and strategies, promotions and ads etc. for all social media pages. Please start your application with the word "TAX" so we know you read the full job description.

Skills: Facebook, Instagram, Social Media Content, Social Media Content Creation, Marketing Strategy, Social Media Marketing, Social Media Management

Going to be very simple. We need a professional grant writer who is familiar with small non-profit organizations. We have lost our current building and would like to partner with another non-profit to continue our food pantry operations.
At issue: Not enough funds to make this happen. Our pantry has been in operation since 2016, and our foundation has been serving the community since 1996. We serve both Scott County Iowa, and Rock Island Illinois. We are also a partner agency with Riverbend Food Bank in Davenport Iowa. Our dead line to be completely out of our facility is April of 2025.

Skills: Nonprofit Organization, Staff Recruitment & Management, Grant Writing, Project Risk Management, Risk Analysis, Budget Management, Management Skills, Customer Service, Fraud Detection, Financial Risk, Fraud Mitigation, Credit Scoring, Business Writing, Alternative Dispute Resolution

I'm seeking an Excel expert to update a commercial real estate model. The updates primarily involve financial projections, and the tweaking of formulas and calculations. Key Tasks: - Adjust financial projections to reflect new market conditions - Review and correct formulas and calculations as necessary - Ensure the model is compatible with a customized company template The most critical financial metric that needs to be accurately assessed in this model is the land acquisition and lending criteria. Ideal Skills: - Extensive experience with Excel, particularly in financial modeling - Understanding of commercial real estate metrics and valuations - Ability to work with and adapt to a specific company template - Strong attention to detail to ensure all calculations and projections are accurate. Please only apply if you have relevant experience and can deliver a high-quality, accurate model. Thank you. Please complete the project within 1 week.

Skills: Microsoft Excel, Financial Modeling, Data Entry, Forecasting, Real Estate Financial Modeling

Description: We are seeking an experienced and detail-oriented financial professional to prepare a comprehensive budget for our accounting/CPA firm for the upcoming year. This project involves analyzing our current financial data to create a forward-looking budget that aligns with our business goals.

Responsibilities:
Review and analyze this year's financial statements and reports to identify trends and patterns.
Develop a detailed, accurate, and realistic budget for the upcoming fiscal year.
Ensure the budget aligns with industry standards for accounting/CPA firms.
Provide recommendations for cost management and revenue optimization.
Create a clear and professional presentation of the budget, including projections, assumptions, and rationale.

Requirements:
Proven experience in budget preparation for professional services firms, ideally accounting or CPA firms.
Strong understanding of financial modeling, forecasting, and budgeting processes.
Proficiency in tools like Excel, QuickBooks, or other financial software.
Attention to detail and ability to provide actionable insights.
Excellent communication skills to explain budget assumptions and findings clearly.

Preferred Qualifications:
CPA, CFA, or equivalent financial qualification is a plus.
Prior experience working with or consulting for accounting firms.

Deliverables:
A finalized annual budget with detailed breakdowns for all relevant categories (e.g., staffing, marketing, technology, operations).
A summary report explaining key assumptions and recommendations.
An editable template for future budgeting needs.

How to Apply: Please include in your application:
A brief overview of your experience preparing budgets for professional services or accounting firms.
Examples of past budgets or financial projects you’ve worked on (if possible).
Your proposed timeline and fee for completing this project.
We are looking forward to collaborating with a skilled professional who can help us prepare for a successful year ahead!

Skills: Business Analysis, CPA (Certified Public Accountant) , Cost Control and Optimization, Cash Flow Analysis, Management Accounting, Tax Preparation and Planning, Microsoft Excel (Advanced Skills), QuickBooks (or your preferred accounting software), Data Analysis, Bookkeeping, Accounting, Financial Analysis, Budgeting and Forecasting

Hola!

ESTE PUESTO SOLO ES APTO PARA PERSONAS CON ESPAÑOL MEXICANO NATIVO.

Buscamos un asistente virtual para apoyo en tareas administrativas. Buscamos una persona con disponibilidad en horario laboral, y buena atención al detalle.

El proyecto sera llevado del 18 al 27 de Diciembre. (Solo lunes a viernes, de 9 a 5PM)

La actividad consiste en:
- Revisar que los pagos reportados por nuestros asesores de ventas, se encuentren reflejados en nuestras cuentas.
- El proceso de revisión se hace con datos mandados por los asesores de ventas, corroborando pagos dentro de una bandeja de correo especial que alberga las notificaciones de pago.


Para esto necesitamos:
- Buena atención al detalle.
- Experiencia en el manejo de Gmail y WEB en general.
- Disponibilidad de estar conectado en PC de 9 a 5PM, lunes a viernes.
- Permitir a nuestro equipo de IT acceso para instalar el software Tailscale en tu computadora. (Red privada de nuestra empresa). Dicho software se puede desinstalar posteriormente.
- Confidencialidad y ética profesional.


Tiempos:
- Los pagos van siendo reportados en el transcurso del día, generalmente se tienen de 20 a 40 pagos diarios.
- Para aprobar cada pago toma menos de 1-2 minutos, por lo que al día probablemente se use ±1hr de tiempo en total por dia; sin embargo, se tiene que estar atento durante el horario laboral para revisión de cualquier pago entrante (9 a 5PM)
- Adicional cuando se tengan problemas o dudas con los pagos, se debe entablar comunicación directo con los asesores mediante nuestro software de mensajería, con el fin de resolver dudas.

Candidates with prior experience in similar administrative roles are preferred. "An expert level of familiarity with accounting principles is expected." Estoy buscando candidatos con alta experiencia en herramientas de comunicación empresarial. Experience with Microsoft Teams for communication is preferred. The assistant will use Microsoft Teams for communication. The assistant should have advanced skills with Microsoft Teams. An expert level of familiarity with accounting principles is expected. The assistant will generate a daily summary report from the verified payments. The assistant should be proficient in Microsoft Excel. An expert level of familiarity with accounting principles is expected.

Skills: Virtual Assistant, Finance, Business Analysis, Email Handling, Tax Accounting

We are seeking an experienced bookkeeper or accountant who can assist in recreating our company's financials using QuickBooks. The ideal candidate will have a strong understanding of accounting principles and proficiency in QuickBooks software. You will be responsible for accurately entering transactions, reconciling accounts, and ensuring that our financial records are up-to-date and compliant. Attention to detail and a commitment to accuracy are essential for this role. We will give preference to a candidate with experience establishing and overseeing processes to maintain efficient, accurate and compliant financial records.

Skills: Intuit QuickBooks, Bookkeeping, Accounting, Balance Sheet, Payroll Reconciliation, Bank Reconciliation, Accounting Basics

I am looking for tax expert who is familiar with OPT /F1 visa status. We are looking for course correction, we paid the OPT candidate net pay without a payroll system, but now we have learned there needs to be a W2 as well. We are looking for assistance related to this.

Skills: Accounting, Tax Preparation, Tax Law, Tax Return, Bookkeeping

I need a skilled data analyst for a small, quick project involving the following tasks:

ROI Analysis:
Merge multiple datasets using SQL.
Calculate risk-adjusted revenue and vendor ROI based on a provided formula.
Highlight potential opportunities for improved targeting.

Competitor Analysis:
Compare membership trends with competitors using publicly available reports.
Create pivot tables and clear visualizations to showcase key trends (growth, retention, churn).

Key Details:
This is a small project and can be completed quickly with the right expertise.
Deliverables include clean SQL code, visualizations, and a brief summary report.

Skills: Data Analysis, Microsoft Excel, Financial Analysis

We are looking for a Freelance Accountant to work with us one day per week. The ideal candidate will help us build and manage our bookkeeping, accounts payable (AP), and accounts receivable (AR) processes. You will take the first pass at these financial tasks, ensuring our financial records are accurate and up-to-date.

Description
Company Overview:

We are a dynamic startup with a small, dedicated team of a few employees, and a handful of consultants. As we grow, we are seeking a Junior to Mid-Level Freelance Accountant to help us establish and maintain our financial processes. This is an exciting opportunity to make a significant impact on our business from the ground up.



Key Responsibilities:

Establish and maintain bookkeeping processes
Manage accounts payable and accounts receivable
Perform basic financial reporting and analysis
Ensure all financial transactions are accurately recorded
Assist with budgeting and forecasting
Provide financial insights and recommendations to support decision-making


Qualifications:

Bachelor's degree in Accounting or a related field
2+ years of work experience in a finance-related position
Proficiency in accounting software (e.g., QuickBooks, Xero)
Strong understanding of bookkeeping, AP, and AR processes
Experience with Stripe is a bonus
Detail-oriented with strong organizational skills
Ability to work independently and take initiative
Excellent communication and interpersonal skills

Skills: Xero, Accounts Payable Management, Accounts Receivable Management, Chart of Accounts, Bill.com Accounts Payable, Bill.com Accounts Receivable, Accounting, Accounting Report, Accounting Advisory, Wave Accounting, Accounting Software, Cost Accounting, GAAP, Finance, Finance & Accounting