Search Results for: Financial M

[DELIVERABLE] 1. Convert total deposits and statement of assets into a Contractor-endorsed' Comfort Letter. 2. Comfort Letter should be professional and must be satisfactory to us, prior to delivery. 3. Confidentiality Required. [CONTRACTOR] Seeking either: (A) an attorney; (B) CPA/CFP/CFA; or (C) an equivalent academic or skilled professional.

Job Type: Hourly

Financial Report Pro Forma Statement Financial Projection Financial Modeling

I am seeking a valuation expert to review a valuation for the buy-in of a registered investment advisory (RIA) firm. The ideal candidate should have experience in financial analysis and valuation methodologies, ideally within the financial services sector. Your insights will be crucial in assessing the fairness of the valuation and identifying any potential risks. Please provide examples of simila...

Job Type: Fixed price

Business Valuation Financial Analysis Company Valuation Financial Modeling Valuation

We are a tech-enabled healthcare company providing direct-to-consumer Medicare plans through a platform trusted by major carriers and white-labeled by provider groups and financial institutions. With accelerating traction, we’re preparing for a Seed+ round and seeking a finance professional to help us present our story to investors in a compelling, metrics-driven way. What You’ll Do: We're looking...

Job Type: Fixed price

Business Plan Financial Modeling Financial Projection Forecasting

I'm looking for a reliable and professional individual to attend a one-day conference in Miami, Florida, on my behalf. The goal is to gather product samples, business cards, pamphlets, and any relevant lead information from exhibitors at the event. I'm based in California and unfortunately cannot attend due to scheduling conflicts, but I’m very interested in connecting with the companies that will...

Job Type: Hourly

Business Development Business Analysis Business Plan Startup Consulting Business Consulting Competitive Analysis Financial Planning Business Planning & Strategy Cash Flow Analysis Nonprofit Organization Business Process Modeling Financial M

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

We are seeking an experienced financial analyst or accountant to conduct financial due diligence for a Mexican franchise restaurant. The project involves analyzing the last 3 years of financial statements, including income statements, balance sheets, and cash flow statements, to assess the financial health and performance of the business. Key Responsibilities: - Review and analyze financial statem...

Job Type: Fixed price

Financial Analysis Accounting Company Valuation Financial Modeling

Our company is a profitable, fast-growing subscription-based service business with a lean team and strong recurring revenue. We’re at the stage where financial operations need to evolve. We’re looking for a fractional CFO or senior finance consultant to help bring clarity, structure, and forecasting to our financial function. Objectives: - Identifying what we should be tracking, and what we’re mis...

Job Type: Hourly: $99.00 - $150.00

Financial Modeling Financial Analysis Financial Planning Financial Projection

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

Description: We’re looking for a detail-oriented and strategic Fractional Controller to help stabilize our financial operations, implement smarter cash management practices, and lay the groundwork for scalable growth. This role is ideal for someone who thrives in turnaround environments and has a passion for building strong financial systems from the ground up. Key Responsibilities: Support financ...

Job Type: Hourly: $50.00 - $150.00

Business Plan Financial Analysis Financial Projection Forecasting Financial Accounting Accounting Financial Report Financial Modeling

We are seeking a highly experienced financial modeling consultant (CFO-level or strategic finance expert) to work closely with our founder to build a sophisticated expansion model and prepare materials for an upcoming investor raise. This is a short-term, high-impact role ideal for someone with a deep understanding of startup growth modeling, capital planning, and fundraising strategy. You’ll sit ...

Job Type: Hourly: $100.00 - $150.00

Content Marketing Strategy Content Management Audience Segmentation & Targeting Financial Analysis Financial Projection Financial Accounting Financial Report Financial Planning