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Financial Planning notes

$250-750 AUD

Closed
Posted over 5 years ago

$250-750 AUD

Paid on delivery
We are Financial Planners in Australia who have developed an excel spreadsheet workbook to take notes called "Interview and Paraplanning Notes". However my excel is very basic and the workbook needs to look more professional and there is a number of formulae that need to be corrected The second spreadsheet called "Copy of ANNUAL REVIEW" is not to be edited it is to give you an idea of what am looking for in my spreadsheet I have also included a word document detailing what I would like to happen in each page
Project ID: 17523695

About the project

33 proposals
Remote project
Active 6 yrs ago

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33 freelancers are bidding on average $382 AUD for this job
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Hello, I can help with you in your project Financial Planning notes I have more than 5 years of experience in Excel, Finance, Financial Analysis. We have worked on several similar projects before! We have worked on 380+ Projects. Please check the profile reviews. I can deliver your job with in your deadline. Please ping me for more discussion. I can assure the 100% job satisfaction. Thanks,
$250 AUD in 3 days
4.9 (372 reviews)
8.1
8.1
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Greetings! I am an excel expert with significant experience in financial planning and private wealth management. I am keen to help you here. Thanks, RRC
$500 AUD in 10 days
4.9 (104 reviews)
7.3
7.3
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Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. Best regards
$400 AUD in 4 days
4.9 (289 reviews)
7.2
7.2
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Experienced excel and vba professional who can help you to deliver this work. Looking to hearing from you soon. Kind regards
$555 AUD in 10 days
5.0 (111 reviews)
6.4
6.4
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Greetings ! I am a 'Dean Scholarship' recipient for business graduate studies from NYU Stern. I am CFA (USA) charter holder. I have created more than 225 business plans, financial and marketing plans, grant proposals and Investor Memorandums over the last 10 years which have helped my clients in raising funds of cumulative value more than US$ 620 million. I am expert in financial modelling and am part of JPMC (i-banking). I have access to Bloomberg, Financial Times, Wall Street Journal and Thomson Financial databases. Being a star performer in JPMC investment banking division; I have a strong acumen in quantifying the value of nascent business enterprises/ novel business ideas. Thank you!
$250 AUD in 3 days
4.7 (47 reviews)
6.6
6.6
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Hi, I would like to work for you. I will provide highly credible and well-researched financial paper with my senior level experience. You may validate my profile which is also certified as “Preferred Freelancer” with highest trust score - 100%. You may also look at my sample work and latest reviews of 26/30 Five Stars. I am a qualified finance professional with national merit and 25+ years of experience around Business, Strategy and Finance in US / EU MNCs. Presently I am into my own consulting services. With this background, I will be able to deliver better service for you. Look forward to hearing from you. Best Regards / Sanjib
$300 AUD in 10 days
4.7 (71 reviews)
6.4
6.4
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1. Expert in Excel, Excel formulas, and all excel functions, macros, lookup, pivot tables and charts. 2. Have done many projects in Excel, created many dashboards, and Business intelligence tool for forex markets. Experienced MBA Finance as well. 3. Your project will be delivered on time with high standard 4. Assistance will be provided with number of clarifications until client satisfaction
$250 AUD in 7 days
4.5 (83 reviews)
6.0
6.0
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Hello there! Hope you are doing good. I am an excel expert and a finance professional. I would love to fix your excel and make it more professional. Pay me after you see my work and satisfied with it. Should you have any query, please feel free to ask. Regards, Yogesh
$250 AUD in 5 days
5.0 (30 reviews)
5.2
5.2
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Sir, I am very able to CREATE EXCEL spreadsheet workbook as per requirement. I am very much able to work on this. ***I am ready to start Message me for further discussion. Waiting to hear from you. with thanks and regards
$250 AUD in 2 days
4.6 (44 reviews)
5.6
5.6
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My expertise in this field What we Expertise in: PowerPoint, EBOOKS, LOGO, Prezi, Editable and Fillable PDF, 2D, EXPLAINER VIDEOS, ANIMATION, Indesign,, Infographics, Illustrations, Brochures, Flyers, Posters, Business Cards, Corporate Identity, Tshirt Designing, Social Media Banners And Anything Related To Graphics Designing. Why choose us? O We understand your requirements precisely to deliver Creative designs O 100% client satisfaction guaranteed. O Provide help even after the project has been marked as Closed. O Work 6 days a week and available online on CHAT 24x7 for any queries
$250 AUD in 0 day
5.0 (8 reviews)
4.7
4.7
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I am CFA and FRM qualified and an expert in financial planning. Therefore, I can aptly undertake your task and deliver it to you according to your specifications. For more details, kindly contact me
$250 AUD in 3 days
4.7 (93 reviews)
5.1
5.1
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Hi Ma'am / Sir, I am a Certified Public Accountant in the Philippines, and I think that I could help you with this task. May we discuss your requirement? Bid above is still negotiable, it will depend on the complexity of work. Thank you! All the best, Angelyn Dualos
$250 AUD in 10 days
4.9 (7 reviews)
3.9
3.9
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Hello I am MBA Graduate with 10+ years of work experience as a financial analyst. I have created more than 500 reports. I will be able to deliver high quality work within the given time frame. Thanks Aditya
$250 AUD in 5 days
4.9 (9 reviews)
4.1
4.1
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• Well considered and written presentations will be given to you. Please send me more detail about your project. I will deliver you 100% quality work. I am knowledgeable writer. Kindly share more information about your task. Hi, I am good in writing, I can show you my earlier done work… I can deliver you best quality…Please share the details related to task.. Thanks
$307 AUD in 3 days
5.0 (6 reviews)
4.0
4.0
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Hi. i am an accountant with 8 years of experience and i can do this project reliably. Please join me in chat to discuss. Thanks
$511 AUD in 5 days
4.7 (15 reviews)
3.8
3.8
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I have experience in handling financial models and financial analysis tasks. let me assist you in this as per your requirements and deadline.
$555 AUD in 10 days
4.4 (12 reviews)
4.2
4.2
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Hi, I am a UK University Graduate. I am seeking this opportunity to assist you in your project. I can assure you “Quality” writing. Let us discuss more about the project. I have 100% positive reviews in FL account because Quality is always in the first Place for me. I have experience of academic, business article and science related writing since 2008. Let us discuss more details over chat please.
$277 AUD in 10 days
5.0 (7 reviews)
2.6
2.6
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'd get a kick out of the opportunity to be considered for your piece position. I'm an imperative creator with a strong establishment developing a huge amount of reasoning of, you can utilize me directly through this association
$250 AUD in 2 days
4.0 (1 review)
1.8
1.8
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Inputting and validating medical claims data and overseeing the use of proper documentation and coding on patients’ accounts. Skill at preparing and submitting clean claims to various insurance companies and performing regular follow-up. Very positive and proactive approach to get things done. Demonstrated good judgment and initiative to solve complex problems. • Identify and resolve patients’ billing problems and discrepancies • Review accounts for possible assignment and made correlating recommendations to the billing supervisor • Efficiently receive and sort incoming medical bills and invoices by paying special attention to credibility of information • Examine medical debts and delinquent accounts status • Ensure that appropriate follow up duties are effectively carried out • Oversee the billing procedure to ensure timely preparing of bills and invoices • Create & maintain an effective reporting system to provide clients & management with information on billing procedures and outcomes
$500 AUD in 10 days
0.0 (0 reviews)
0.0
0.0
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i do believe with the immense knowledge knowledge and skills i have gathered over the years in the said field of specialization i got what it takes to produce super quality work delivered on time kind regards
$500 AUD in 10 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Australia
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Member since Aug 7, 2018

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