Financial analyst vs accountant salary jobs

...designed to equip project leaders and project members with knowledge, skills that enable them to estimate planned projects. estimating is a basic industry process that answers the question “How much is the project expected to cost?” Inaccuracies in project estimates will have detrimental effects on all parties involved. because industrial projects require a relatively long time to implement, financial commitment must be obtained before the industrial process, usually the price is obtained before the construction of the project is carried out. This project cost estimate (Project Cost Estimation) is very useful for planners, implementers, owners, as well as investors to determine whether the project will be carried out or not. project cost estimatio...

...looking for an experienced financial analyst with expert-level MS Excel skills to provide a comprehensive understanding of the data and help build a comprehensive energy financial model. Key Deliverables: - Explanation of Cash flow projections - Explanation of ROI calculations - Explanation of Sensitivity analysis - Explanation of 5-year financial projection - Explanation of Manufacturing Financial Feasibility Modeling Data Inputs: - Revenue projections - Cost projections - Investment costs - Tax rates Inflation Handling: - Inflation should be included in the projections Ideal Candidate: - Proficient in MS Excel, capable of building complex models - Experience in financial modeling for the energy sector - Understanding o...

...be utilized and their expected impact on the business. - Financial projections that can demonstrate the feasibility and profitability of the startup, specifically focusing on the loan amount requested (between INR 15Lakh to 20Lakh). - Break-even analysis that can help potential lenders understand the risk and reward of investing in this venture. The right candidate for this job should possess a solid understanding of the Food and Beverage industry, as well as a background in financial analysis and reporting. Previous experience in assisting startups in securing funding or creating detailed project reports for the purpose of obtaining loans would be a significant advantage. They should also be able to clearly articulate complex financial data in a way that is easily...

...as job title, company name, location, job description, requirements, etc. # Web Interface: A user-friendly web interface where users can enter the URL of the job listings page and initiate the scraping process. # Downloadable in .csv Format: The scraped job data should be downloadable in .csv format for easy analysis and storage. # Filtering Options: Ability to filter job listings based on old vs. new jobs for specific job verticals (e.g., technology, finance, healthcare) and support for Middle East/GCC countries. # Scalability: The scraper should be able to handle a large volume of job listings from multiple sources without performance issues. # Scheduled Scraping: Optional feature to schedule regular job scraping tasks to keep the data up-to-date. Ideal candidates for thi...

I am seeking a skilled solidity blockchain developer to create multi-signature smart contracts to handle financial transactions. Key Responsibilities: - Develop multi-signature smart contracts on the Ethereum blockchain. - Perform thorough testing to ensure contract security and functionality. Ideal Skills and Experience: - Profound knowledge of Solidity and Ethereum blockchain. - Experience in developing and deploying multi-signature smart contracts. - Strong understanding of financial transactions processing. - Familiarity with smart contract testing and debugging. Please show examples of previous smart contracts you've developed, especially multi-signature contracts for financial transactions. Have in mind that a thorough understanding of blockchain transa...

I'm looking to create a Wordpress website that will serve as an e-commerce platform for selling digital trading indicators. Key Requirements: - Development of a professional, user-friendly and responsive website. - Creation of a secure payment gateway for individual purchases. - Implementation of a system that can deliver the digital trading ind...Skills: - Proficiency in Wordpress development, e-commerce websites and payment gateway integration. - Strong knowledge of digital product delivery systems. - Experience in designing and implementing secure and user-friendly payment systems. Please note that the primary focus is on the e-commerce functionality and the secure delivery of the digital products to customers. Your understanding of financial tools and trading indicators ...

...some scheduled time in the London office will be required along with attendance at the event itself. Responsibilities Assist in all tasks involved with planning and coordinating of events. Manage the administration involved with event logistics, including contract support, catering, audiovisual requirements, venue booking and other operations. Monitor and track event budgets and financial records. Liaise with clients and partners in support of awards sponsorship. Support the creation and distribution of event invitations, agendas, marketing materials, and ticket sales. Lead on outreach for Awards organisation (including for products’ entries, judges research, attendees) Oversee logistics related to Awards organisation (including the distribut...

In search of a Tally integration professional to add new feature...professional to add new features to our existing Web Portal system. I require suitably experienced person to integrate Invoicing and Billing, Inventory Management, and Financial Reporting within Tally. Key Task Requirements: - Work on the integration between Tally and our existing Web Portal - Implement user registration and login features - Create a dashboard for effective data visualization - Enable Tally integration for real-time data updates Ideal Skills and Experience: - Extensive experience with Tally and web portal integrations - Expertise with invoicing, billing, and inventory management systems - Proficiency in utilising financial reporting tools - Strong capabilities in creating dashboards for da...

I'm looking for a professional writer with a strong understanding of business concepts to create a comprehensive business report for me. Key Requirements: - Analyzing financial performance - Evaluating marketing strategies - Assessing operational efficiency Ideal Skills and Experience: - Proven track record in business report writing - Understanding of financial, marketing, and operational concepts - Ability to concisely convey complex information

I require the expertise of a proficient Odoo ERP freelancer to assist in migrating data from an old system to a new one. Key Requirements: - Expertise with Odoo versi...system version is crucial to successfully migrate the data without loss or corruption. - Extensive experience is paramount. I'm eager to hear about the similar data migration projects you've handled in the past and the results you've achieved. - A deep understanding of the Accounting module which the data is primarily focused on. Ensure you are adept at dealing with figures, financial data, balance sheets and other financial reports. Best suited freelancers would be detail-oriented, meticulous, and possess a proven track record of handling similar tasks successfully. Let’s set the bal...

I'm looking for a professional to assist me with a new GST registration for my service-based business. Key Tasks: - Complete the GST registration process for a new business - Ensure all necessary information and documentation is correctly prepared - Advise on the best approach for state-wise or single state registrati...registration Ideal Freelancer: - Experience in GST registration for service-based businesses - Familiarity with the requirements for new GST registration - Ability to offer guidance on state-wise or single state registration Please provide details of your experience in the field of GST registration in your bid. Your understanding of the process and capacity to provide insightful advice on state-wise vs. single state registration will be key in my decision-...

...Authentication: • Users (job seekers and employers) should be able to register on the platform. • Authentication mechanisms should be implemented to ensure secure access to user accounts. 3.2 Job Seeker Features: • Job seekers should be able to create and manage their profiles. • Ability to upload and update resumes. • Advanced job search functionalities, including filters for job type, location, salary, etc. • Option to save job listings and receive email notifications for relevant job openings. • Access to career advice, interview tips, and industry insights. 3.3 Employer Features: • Employers should be able to create and manage their company profiles. • Ability to post job listings, including job titles, descriptions, requirements, ...

...seeking an accountant to handle our financial needs in US. The ideal candidate will have more than 5 years of experience in the field of accounting, and have a particular understanding of technology finance. The primary responsibilities of the accountant will be to: - Manage bookkeeping: This entails recording transactions, producing financial statements, and maintaining general ledgers. - Handle tax and VAT preparation: The accountant will be responsible for filing tax and vat return and ensuring to be up-to-date with any tax obligations. - Assist with financial planning: This will include helping to analyze the financial situation and make informed decisions about the future. The ideal candidate will have a keen understanding of techn...

I'm seeking a qualified Chartered Accountant with expertise in handling GST registration and filing particularly for the service industry. Key Responsibilities: - Manage the complete GST registration process for our service-oriented business - Ensure timely and accurate GST filing as per compliance requirements Ideal Candidate: - Proven track record of successful GST registration and filing - Specific experience in the service industry - Strong understanding of GST compliance and audit processes - Excellent communication skills, with a preference for phone-based discussions Looking to engage a professional who can efficiently handle these tasks, providing us with peace of mind regarding our GST compliance.

...analysis, potential investment opportunities, and expert opinions. - Beginners interested in cryptocurrency: Simplifying complex concepts, offering beginner-friendly guides, and providing essential knowledge to help them start their crypto journey. The ideal candidate should have knowledge and experience in: - Cryptocurrency and blockchain technology - Investment strategies, market analysis, and financial writing - Crafting engaging and informative content for a diverse audience The newsletter will be sent out monthly, so punctuality and consistency are crucial. Experience in newsletter writing or similar content creation is highly preferred. The newsletter is also sent to our high-end buyers. Here is an overview of the type of newsletter we send:

...individuals, small businesses, and corporations. This should include marketing channels, pricing strategies, and sales tactics. - Financial Projections: I'm looking for detailed, realistic financial projections for the first three years of operation. This should include revenue forecasts, expense estimates, profit margins, and cash flow projections. Ideal candidates for this project should have: - Proven experience in business plan writing, preferably in the services sector - A solid understanding of the mediation industry, particularly in the UK - Strong analytical skills and the ability to produce high-quality market research - Experience in financial forecasting and budgeting - Excellent communication skills, as there may be a need for further clari...

I'm in need of a professional who can create comprehensive financial reports for my business. This project requires someone with: - Proficiency in financial report writing - Understanding of financial data and its sources - Experience in writing income statements, balance sheets, and cash flow statements Please bid if you can deliver high-quality, accurate reports.

...invoices, receipts, and financial reports. Communication Tools: Facilitate communication between teachers, students, and parents through messaging systems and announcements. Provide event calendars for scheduling exams, parent-teacher meetings, and other activities. Library Management: Catalog and manage library resources. Implement a check-in/check-out system. Provide search functionality for students and staff to find resources. Transportation Management: Manage bus routes, schedules, and transportation assignments. Track bus attendance and maintenance schedules. Inventory Management: Track school supplies, equipment, and assets. Manage purchase orders and inventory levels. Analytics and Reporting: Provide analytics on student performance, attendance, and financial ...

I'm in China now, and i can work as Online Chinese tutor or Android Developer, right now i work for a Canada Company as a translator, but these are part time jobs, and i want you to find job for me, and you can get 10% of the salary i get if you find the job for me. I can give you my resume

I need a comprehensive loan calculator that can handle different loan calculations and provide detailed outputs. The ideal calculator should incorporate: - Simple interest calculation - Compound interest calculation - Amortization schedule based on EURIBOR 6M + spread Key Features: - Input fields for: - Principal amount - Interest rate ...Compound interest calculation - Amortization schedule based on EURIBOR 6M + spread Key Features: - Input fields for: - Principal amount - Interest rate - Loan term - Calculation of: - Total interest paid - Payment schedule The final deliverable should provide clear, accurate results. The tool needs to be user-friendly, with a clean and intuitive interface. Previous experience with financial calculators or loan management systems ...

...customers is crucial for this project. Platform Compatibility: The software should be compatible with various platforms including Windows, MacOS, iOS, and Android. Essential Functionalities: - User Authentication: The system should validate the users based on their login credentials. - Payment Processing: The application should have an integrated payment processing system to facilitate smooth financial transactions. - Reporting and Analytics: I also require reporting and analytics feature to understand the performance and insights. Ideal software developers for this project should have strong experience in CRM development and should have previously worked on similar projects. Knowledge in cross-platform development will be an added advantage. i want the application to be made...

Looking for Freelancer with Skills in Technical and Financial Proposal Writing, Design, and Summary Creation About Us: We are a dynamic event management company specializing in organizing memorable events that celebrate culture, heritage, and unity. Our team is dedicated to delivering exceptional experiences for our clients and their audiences. Opportunity: We are seeking a freelance professional who can assist us in crafting compelling technical and financial proposals for our events. This role involves creating visually appealing designs and themes that align with our clients' objectives and summarizing them into concise proposals that capture attention and secure contracts. Skills Required: Proficiency in writing PPT technical and financial proposals for e...

Hi there I'm looking for an accountant to help prepare my tax returns. A registered accountant, preferably CPA. Must be living in Australia, please don't reach out if you are not living in Australia. Thanks

I am looking for a professional who can help me create a detailed and viable business plan for launching a cafeteria in Dubai for eg ( Antar, ijaza etc) This cafe will mainly serve a variety of items, focusing burgers, sandwiches, juices, snacks and all types of foods. Key responsibilities will include: - Crafting a comprehensive business plan including market analysis, competitive study, financial projections and marketing strategy and where to source all the products from. - Expertise in identifying profitable and suitable locations within the city. - Price and cost estimates - Experience in the food and beverage industry, specifically in cafeterias or casual dining, will be highly preferred. Ideally, candidates will have a detailed understanding of the Dubai market and the pr...

I'm in need of an experienced US accountant to handle bookkeeping and help with obtaining a Colorado Sales Tax License for my Shopify business. Here are the specifics of the project: - Bookkeeping: as my accountant, you'll be responsible for accurately maintaining records of financial transactions on a regular basis. This includes recording sales, purchases, receipts, and payments, as well as reconciling bank statements and generating financial reports. - Assistance with Colorado Sales Tax License: I need help in applying for a Colorado Sales Tax License. This involves understanding the specific requirements and regulations for sales tax in Colorado and ensuring that my business is compliant. Your experience as a US accountant with a strong b...

...functionality I need is to ensure that my finance data is updated in real-time. Key Requirements: - **Websockets Integration**: The project primarily requires the integration of Websockets to enable real-time updates. The financial data should be updated swiftly and accurately as it changes. - **Data Security**: While the data is sensitive, standard encryption is sufficient. The system should be safeguarded against any data breaches that would compromise the financial data. Ideal Skills: - Proficiency in Websockets and real-time data updates. - Experience in handling financial data or other similarly sensitive information. - Understanding of encryption methods and how to apply them effectively to secure data. The successful freelancer will ensure that the system ...

I'm in need of a skilled accountant to manage my financial records and tax preparation, specifically for Colorado state tax requirements. Your responsibilities will include: - Handling bookkeeping tasks - Preparing financial statements - Applying for a Colorado Sales Tax License - Ensuring compliance with the state's tax regulations Communication is key, so I'd prefer if we can engage via email and video conferencing. Your expertise in the field and experience with similar projects will be highly valued and appreciated.

I'm seeking a reliable developer to construct an app compatible with both IOS and Android platforms. The app's principal function includes transferring money from credit ...includes transferring money from credit cards to bank accounts effortlessly. Desired features: 1. **SMS Verification**: Users should be authenticated through SMS verification in order to ensure security. 2. **Manual Credit Card Entry**: The process of transferring money would involve the user manually entering their credit card information. Ideal candidates will have experience in creating financial apps, dealing with user authentication systems, and can prioritize seamless functional flow. Preference will be given to those who have worked on similar projects and have a clear understanding of mon...

I'm in need of a dummy web application that will solely serve as a demo platform, basically only html and css Key Features: - Display of dummy financial data: The dashboard should showcase dummy financial transactions in an organized manner. Ideal Skills and Experience: - Web Development - UX/UI Design Please note: This is a mock-up demo. The web application does not need to have any actual functionality, just the simulated display of financial transactions. I just need to make to show the demo to my supervisor, so basically just make the image I give into HTML and css so it can look the same

I invested few lakhs to acquire a 1.02% stake in an SPV. Despite the overall sale price appreciation over five years...observe irregularities (which will enable me to engage in a more informed dialogue with the SPV team). Key responsibilities: - Focus is primarily on the review of financial statements - Identify any signs of financial fraud - Deliver a comprehensive report of your findings Ideal candidates for this project should have: - Proven experience in forensic accounting - Comprehensive understanding of financial statements - Ability to detect signs of financial fraud - Excellent report-writing skills - High attention to detail If you have a track record of conducting successful forensic audits and are confident in your ability to identify financial...

I'm in need of a talented Business Analyst to help me plan and launch a car and bike selling/buying platform. Unfortunately, I missed some details in the initial project setup so I'm hoping to work with a professional who can help me fill in the gaps. Key Responsibilities: - Understand the scope of the project and the specific features that are important for a platform of this nature. - Assist in the design and layout of the platform, ensuring an optimal user experience. - Develop a comprehensive business plan and strategy for the platform. Ideal Skills and Experience: - Proven experience in Business Analysis, particularly in e-commerce or similar platforms. - Strong understanding of user experience and design. - Excellent communication skills, as you will be required to...

Please Sign Up or Login to see details.

...to individual investors, small business owners, and high-net-worth individuals. Key Features: - Detailed and clear information about my advisory services: Candidates with experience in creating informative and engaging content relating to finance or investments will have an advantage. - An investment portfolio section: The ideal freelancer should demonstrate an ability to elegantly display financial data in an accessible manner. - A contact form: Allow visitors to submit inquiries directly through the site. - An investment calculator: This needs to be user-friendly and visually appealing, requiring both frontend and backend capabilities. Ideal skills and experience: - Proficient in front-end and back-end development. - Demonstrable experience with finance or investment-re...

I need a Business Analyst to conduct thorough market research/ Product developmentfor my Tech company. The chosen individual will need to specifically focus on competitor analysis and customer segmentation, to help us better understand our market environment and how to best position our offerings. Key responsibilities: - Conduct a detailed competitor analysis to identify our main competitors, their strengths and weaknesses, market positioning, and potential threats. - Perform a thorough customer segmentation to understand our target demographics, behavior, and preferences. This will be crucial in tailoring our marketing strategies and product development. Ideal Skills: - Proven experience as a Business Analyst in the technology industry. - Strong analytical and research...

...table. The data in question is financial in nature, and more specifically, the focus is on expenses. Here is what I require: - Just the expenses data extracted from the Excel file and made available for the creation of a pivot table. - You'll need to determine the format of the data in the Expenses column. Your skills and experience: - Advanced knowledge of Microsoft Excel, especially in working with different types of data. - Proven experience in handling financial data, specifically expenses. - Ability to interpret varying formats of data on Excel. - Good problem-solving abilities, given that the specific format of the data in the Expenses column wasn't provided. If interested, please provide a portfolio showcasing your past work relating to Excel and f...

I need a freelancer who can conduct a quick stock market research based upon availability. I am looking for a potential talent that can develop an algorithm for me that can help us keep earning money in the stock market without losing any money. I want to make an automate notification based on financial news so that I can just simply buy it if I know the top price going to go up and sell it if I know the stock price goes down in the future. So then I can prevent such thing, loosing money, to happen to me again in the future. For example, if I ask you, why is this particular stock's price (7781.T) has significantly decreased today morning (16th March 2024) ? What is your proposal solution to prevent that from happening of what I should have done in the past ? I expect you to ...

I'm looking for a freelancer to build a microfinance project. The goal of this project is to facilitate small loans to entrepreneurs and track loan repayments. Readymade Micro finance project for WestBengal base. The ideal candidate should have experience in developing financial management systems. Clear understanding of microfinance principles is a plus. Looking for a freelancer who can deliver a user-friendly, secure, and reliable platform.

I am in need of a skilled freelancer with expansive knowledge in tax filing and planning, financial statement preparation, audit and assurance services, winding company procedures, and addressing private limited pending compliances. Ideally, you should have vast experience in handling financial matters for small businesses. Your application should include: - Detailed project proposal: Kindly break down how you plan to provide the services I require. Highlight your approach, the steps you will take, and the tools and methodologies you will employ to ensure everything is done professionally and up to standard. Skills and Experience: - Certified Accountants and Company Secretaries: Given the complexity of the work, it's crucial that you have completed professional cer...

...Specifically tailored to the local community markets as these are the primary target markets. - Competitive Analysis: A detailed evaluation of the current and potential competition within the preschooler's tableware industry in local community markets. - Marketing Strategy: Developing an effective and robust marketing strategy that appeals to this particular demographic. - Financial Projections: Accurate and detailed financial projections to chart the path for sustainable growth and profitability. An ideal freelancer for this project should have considerable experience in business planning, understanding of the children's tableware industry, excellent research skills, and an ability to deliver insightful and practical strategies. Expertise in local market trends...

...me , Uroosa ji, Riya Yadav 
-GTM Strategy & Competitive Landscape 
 - Market Size 
-Target Customers, Business Model Financial Status & Plan 
-Milestones with Timelines 
 
-Vision for the future of the company Given the current stage of my project, which is already launched, it's important that the freelancer understands the need to present a compelling narrative around the existing traction, revenue generation, and scalability potential. The financial forecast associated with this pitch deck only needs to provide a basic overview. I am not looking for a detailed month-by-month breakdown, but rather a clear an...

...the functions and expectations of each party involved in our partnership. - Revenue Sharing & Financial Arrangements: The agreement should clearly state how profits will be shared and what the financial arrangements will entail. - Termination & Exit Strategies: Having a clear exit strategy is necessary for any business agreement. The document should cover the terms of termination and the process for exiting the partnership. This job would be ideal for someone who has experience with: - Drafting franchise or licensing agreements - Creating partnership or collaboration agreements - Familiarity with legal aspects of business partnerships - Strong understanding of revenue sharing models and financial arrangements - Ability to design clear roles and responsibili...

I'm looking for a professional writer with a strong understanding of business concepts to create a comprehensive business report for me. Key Requirements: - Analyzing financial performance - Evaluating marketing strategies - Assessing operational efficiency Ideal Skills and Experience: - Proven track record in business report writing - Understanding of financial, marketing, and operational concepts - Ability to concisely convey complex information

Company Overview: is a leading online platform dedicated to providing innovative & effective financial education. Our courses and resources are designed to empower individuals to achieve financial success. Job Summary: We are looking for a versatile and highly organized Digital Marketer to join our team.

I require a competent professional to create a Statement of Advice document covering three core areas - Investment Advice, Retirement Planning Advice, and Debt Management Advice. Key responsibilities: - Developing a comprehensive ...Planning Advice, and Debt Management Advice. Key responsibilities: - Developing a comprehensive advice document targeted at individuals. - Diversifying the advice across investment, retirement planning, and debt management. Ideal Candidate: - Experience in financial advisement. - Exceptional writing and communication skills. - Profound understanding of financial planning and debt management strategies. - Proficiency in creating Word format documents. Deliverable: - A well-structured Word document embodying detailed financial advic...

I'm looking for a proficient individual who can write 20 Papers - each Paper at least 5 pages describing the critical tasks and AI Solutions on monitoring tools and Data Analytics. Each paper should consist of all the categories as attached sample along with diagrams and References. Attaching one Sample Paper for Reference. Key Responsibilities: - These Papers should be 100% plagiarism free and should not be detected under any AI Detectors - Should be able to Write Papers 20 Papers Total - 5 pages in each Paper - Explain the task in detail along with diagrams (Attaching the Sample) I'm looking for someone with: - Proficient English skills for clear communication. - Experience in data analysis, and the APM, Customer Experience tools. - Strong problem-solving skills and attenti...

I'm in need of a proficient data analyst to perform group comparison analysis on my SPSS file. Key Requirements: - The purpose of this analysis is to compare different groups or variables (two). You'll need to identify the relevant groups and perform T-tests/ANOVA accordingly. - You'll be provided the data in SPSS file format, hence experience and a good understanding of SPSS is a must. Ideal Skills and Experience: - Proficiency in SPSS and strong statistical analytical skills. - Experience in conducting T-tests and ANOVA. - Ability to interpret and explain results in a clear and concise manner. Please bid if you have the relevant skills and experience for this task.

I'm in need of a captivating, motivational Instagram reel that showcases the growth of a Robinhood account from $1000 to $20,000 in 15 days. The reel should be designed to inspire and engage viewers, utilizing the following elements: - 15-20 shots: These shots need to be carefully s...increasing 15-20 times over the 15 days. These screenshots should be a mix of static images and animated graphs, creating a dynamic visual representation of the account's progress. The ideal candidate for this project would have experience in video editing, a creative eye for storytelling, and a strong understanding of how to pair visuals with music for maximum emotional impact. Experience with financial or motivational content creation would be a plus. Please provide samples of your previo...

...Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a specific set of indicators to include, but I welcome suggestions for improving functionality and user experience. Experience with Forex apps or financial tools is highly desirable. Please provide examples of similar work you have completed. Requirements: Do not simply post your portfolio or a generic message. I want to see specific samples or live charts that you will use. Indicate if you have experience with TradingView. We are open to using Flutter or other cross-platform solutions, so please specify the coding platfor...

I'm seeking an experienced Business Analyst or Operations Consultant to help enhance the efficiency and productivity of our customer service operations. The main goal of this project is to revamp our current processes and practices, and to implement structures that will in turn improve customer satisfaction. Key responsibilities and expectations include: - Analyzing current customer service operations: You'll need to evaluate the existing workflow, resources, and tools while identifying process bottlenecks and inefficiencies. - Proposing and implementing improvements: Using your expertise, you'll develop strategies and solutions that will make our customer service more efficient, effective, and responsive. - Tailored recommendations: These should be specifically des...

I'm in need of an experienced API developer(s) to assist with integrating our platform with multiple external systems in USA. Plaid API aggrega...investment what we need at minimum - certification steps 2) APIs for anyone to work with that broker through our APIs Key Responsibilities: - Developing APIs for integrating our system with more than 6 external platforms - Ensuring smooth and seamless data flow Ideal candidates should have: - Proven experience in developing APIs - A good understanding of data integration - Experience working with financial systems/ brokerages to understand various investment vehicles one can get - Different type of accounts / knowledge/ what is IRA or non-IRA for example. Please message me with your relevant experience and how you can add value ...