Financial Planning Consulting Needed

@nareshk44

As an experienced MBA graduate with a focus on Business Analysis and Finance, I am confident in my ability to meet the specific criteria set for this project. Over the past 5+ years, I have honed my financial planning skills through driving strategic growth and charting a clear path to financial success for businesses of all sizes. These experiences have refined my capacity to handle comprehensive business plans, create persuasive investor and marketing pitch decks, all while conducting thorough market research for solid insights. My tenure as the CEO of a successful online start-up further reinforces my qualifications by showcasing my ability to secure funding and steer a team towards substantial growth. This firsthand knowledge of not only managing finances but also propelling businesses forward in competitive environments truly sets me apart. Furthermore, I have an unwavering belief in the potential of collaboration to achieve remarkable results - your project is no exception. By choosing me as your financial planning consultant, you can expect a detail-oriented approach that synthesizes complex topics into actionable steps, all delivered in a clear, concise manner. Let's work together to transform your financial future into one paved with realistic targets and attainable milestones.

@sarfrazoutsource

Hi, Would it help if I started with a quick diagnostic snapshot — mapping your current cash flow gaps and risk zones before our discovery call, so we arrive with a focused agenda rather than starting from scratch? https://www.freelancer.com/u/sarfrazoutsource Sarfraz

@qualityxenter

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter

@caajoys

I can turn your current financial position and goals into a practical, easy-to-maintain financial roadmap, with clear cash-flow projections, milestones, assumptions, and actionable steps. I’ll build the plan in Excel/Google Sheets so you can understand the calculations, update your numbers, and track progress confidently over time. Thank you for considering my proposal. I have gone through the requirements in detail. I have strong experience in financial analysis, budgeting, cash-flow modelling, forecasting, investment analysis, and tax-related financial planning. I’ll begin with a structured discovery discussion, develop the roadmap around your agreed goals, and then walk you through the completed model during the follow-up session. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience and as a Chartered Accountant (ICAI) and CPA, I bring a strong analytical and practical approach to financial planning and modelling. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular updates related to the project ✅ Timely delivery ✅ 100% commitment to project completion I can start with the discovery session and provide a clear timeline after reviewing your objectives and available information. I’m ready to help you build a roadmap that is practical and easy to follow.

@Badhan685

Hi, I have read the job description and now ready to start. I will provide 100% quality. Please send me a message for discussion. Let's discuss the project. Thanks

@fintaxs1

Hi, We at FinTax Global Solutions LLC, a team of Qualified ACCA & Chartered Accountants with 7+ years of finance experience including 3.5+ years with Big4 firm KPMG, have reviewed your project and are confident it aligns perfectly with our core expertise in World-Wide Taxation (US Federal & All 50 States Taxation, UK HMRC, EU, GCC, Australia, Canada - Corporate Tax, Personal Tax, Sales Tax, VAT/GST, Tax Returns & Compliance), Financial Reporting, Financial Modelling, Business Analysis, Bookkeeping & Payroll. We are highly proficient in QuickBooks, Xero, SAP, Odoo, Microsoft Dynamics & Advanced Excel/VBA. To proceed, could you please share your principal business activity, specific reporting framework (IFRS/US GAAP), and preferred start date? We ensure Big4-standard precision, confidentiality, and timely delivery. Regards, Team FinTax Global Solutions LLC

@UsmanFx1

Hello, I have reviewed your project requirements and I can help you complete this accurately and efficiently. I will carefully handle the data, organize and analyze the information as required, and deliver clear, accurate results within the agreed deadline. I have experience with data entry, Excel, data analysis, online research, and market analysis. I am ready to start immediately and can provide consistent, reliable work throughout the project.

@ARBAAM

Dear client, i have vast experience helping individuals build clear, practical financial plans. My approach for you: • Discovery call to understand your current situation, goals, and timeframes • A clear financial roadmap in Excel/Google Sheets covering milestones, cash-flow projections, and key risks • Practical recommendations you can act on immediately, plus simple checkpoints to track progress • One follow-up session to walk through the plan and answer questions All numbers will be clearly explained so you can update them yourself later. Deliverables will be submitted on time in an editable format. Available to start immediately and deliver within 7 days. Looking forward to helping you gain clarity and a solid plan forward.

@udaibhaskark

Hi we have an industry expert having a best experience to run a business who can analyse your existing business and add value for improving the marketing conditions. He will work purely on part time like 2 hours a day.

@ranjitj28

Hello, I’m interested in helping you create a clear and practical financial roadmap. I can structure the plan in Excel/Google Sheets, including: Short- and long-term financial goals Cash-flow projections Supporting calculations and assumptions Risk considerations Practical, actionable recommendations Progress checkpoints I will keep the calculations transparent and easy to understand so you can update the model yourself later. I’d first like to understand your goals, current financial position, timeframe, and available data. After that, I can build the roadmap and walk you through it in a follow-up session. I’m available to discuss the requirements and proposed timeline. Regards, Ranjit

@echow3

> I am a finance professional with 7+ years of experience in financial analysis, budgeting and cash flow modelling. I can guide you through a structured financial planning process, starting with a discovery call to clarify your goals and gather required data. I will build a clear financial roadmap with short & long-term milestones, cash flow projections and risk assessment in editable Excel format. I will provide practical, actionable recommendations and progress checkpoints. A follow-up session will be arranged to explain the model, answer your questions and align next steps. All calculations and assumptions will be well documented so you can update the numbers independently later.

@wahidm4

Dear Sir, I always feel interest to work with financial sector, Accounting and Consulting Bookkeeping, financial statements, audits, tax returns, and more. Reports and summaries of financial data to measure the financial health of an individual or business. Bookkeeping Records of financial transactions such as purchases, sales, receipts, and payments by an individual or an organization/corporation. Financial Analysis & Modeling Forecast and analysis of a business’ financial performance in the future, based on the company’s past performance and budget, to enable informed business decisions. Financial Management/CFO Planning, organizing, directing, and coordinating of all the tasks associated with managing financial resources. Data Entry Entry of new data into your computer system or updates of existing data tables. Business Project Management Business projects achieve defined business objectives aligning to a business strategy. Business project management manages internal business projects to further a company’s strategy or objectives. Market Research Market research is gathering and analyzing information about consumer needs and industry trends to determine market strategy. Thank you for your consideration Md Wahiduzaman