How to import financial statements into excel 2017 jobs

I have a PDF that is meant for email but I'm looking to convert it into HTML so that I can import it into MailChimp. The original PDF has a mixed layout with text and images. I need the resulting HTML to be mobile-friendly, professional-looking, and containing clickable links. Key requirements: - Convert PDF to HTML: The PDF contains a mix of text and images. I need this content to be faithfully translated into HTML. - MailChimp Compatibility: The HTML should be structured in a way that it can be easily imported into MailChimp. - Mobile-friendly: The HTML should be responsive and mobile-friendly to ensure a consistent experience across devices. - Professional Design: The resulting HTML should look professional and ...

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...seeking an experienced Excel guru to help create / identify two specific formulas on my spreadsheet. This project is URGENT. The right excel Guru can probably figure this out in less than an hour. Easy money. The first formula is related to searching a cell for one of four words and populating an adjacent column with a correlating value, based on the word found. The four words to be searched for are "Low", "Medium", "High", and "Not currently a priority". The adjacent cells are to be populated with correlating values 1, 2, 3, and 0 (to generate a Score). The cells are currently blank, and users of the spreadsheet will fill these cells by selecting from a drop-down list (of these 4 words). The obje...

Setup of accounting software, import and clear data to have it ready to work.

I'm looking for a logistics sales executive who special...Main Tasks: - Develop and manage relationships in the manufacturing, export, and import sectors. - Target businesses who could utilize our freight services for their operational needs. - Increase brand visibility and leverage existing networks to generate sales. Key Skills and Experience: - Proven sales experience specifically in air and sea freight logistics. - Strong network within manufacturing, export, and import sectors in the Chennai region. - Excellent interpersonal, negotiation and networking skills. - Proactive with solid business acumen to identify new opportunities. The right candidate will have a sound knowledge of the logistics industry and be able to articulate the unique valu...

I'm in need of a data entry professional who can handle a major project involving over 1000 pages of text data. This material is curre...paragraphs and sentences, rather than tables or spreadsheets. Key Responsibilities: - Accurate and efficient entry of textual data - Structuring unorganized data in a logical format Ideal Skills: - Proven experience in data entry work, preferably involving textual data - Strong understanding and ability to work with structured and unstructured data - Excellent attention to detail and commitment to error-free work - Proficient in MS Word, Excel, and data management software - Ability to interpret complex written instructions Please ensure you have sufficient time available, as this project will involve the proce...

...professional website that aptly portrays my investment advisory services and showcases my portfolio. The website should cater 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...

I need expert assistance with a specific task related to Excel. This task involves the careful extraction of data from Excel into a pivot 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-solvi...

Project Background: We envision an innovative platform designed to transform how organizations, including startups, nonprofits, researchers, and small businesses, search for and apply for grants and funding. By leveraging advanced AI technologies and a user-friendly interface, it aims to simplify and enhance the funding acquisition process. Objective: The primary objective of this project is to develop the Minimum Viable Product (MVP) using the Bubble platform, incorporating the capabilities of the Perfect AI Software Template. This MVP will validate the concept by offering essential functionalities such as AI-driven funding opportunity matching, interactive user profiling through an intelligent quiz, and efficient application assistance. Scope of Work: The pr...

...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 be able to get an information relevant to the past event (before today, 16th March 2024) and propose an automated notification solution. I will pay you $5/such...

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'm looking for a professional email marketing agency that can manage an email campaign for me. Essential skills/experience required: - Proficiency with email service ...email marketing agency that can manage an email campaign for me. Essential skills/experience required: - Proficiency with email service like mailchimp or similar - Previous experience in email marketing, particularly in promoting products - Ability to send follow-up email Key deliverables: - Sending out 350 emails using our email id - Creating and sending follow-up emails - Providing a detailed report on the campaign's performance Please note, I have a template for the emails already. I also have the database of the people to send out in excel format - company name, email, first name an...

...individual to assist in designing a compelling, professional corporate PowerPoint presentation, with an objective of introducing my company to potential clients. This slideshow should primarily focus on my company’s products and services, demonstrating our competencies and capabilities effectively. Key Requirements: - Deep understanding of PowerPoint design, and good eye for attention-grabbing visuals - Ability to translate corporate and product information into engaging content - Experience in creating corporate PowerPoint presentations is a major plus Specific Elements: - The presentation should showcase our capabilities, the products or services we excel in. - While not necessary, a designer who can incorporate well-crafted infographic...

I'm in need of an experienced Excel professional who can help automate some daily tasks for me. Key Requirements: - Automate tasks: I need an expert who can help me automate some of the manual tasks that I perform daily on Excel. The aim is to speed up the process and potentially reduce errors. Additional Information: - No external interactions: The automation should be self-contained within Excel. There's no need for it to interact with any external databases or applications. Ideal Skills and Experience: - Advanced Excel Skills: The successful candidate should have a proven track record of automating tasks in Excel. - Experience with Daily Automation: Since this is a daily task, experience in setting up similar automations fo...

I have a Microsoft Word document that needs to be converted into a PDF. This is a straightforward task. However, I need the final PDF to have a custom layout design. Key Requirements: - Convert Microsoft Word document to PDF - Implement a custom layout design in the PDF Ideal Skills: - Proficiency in Microsoft Word and PDF conversion software - Experience in graphic design or document formatting - Attention to detail and adherence to the provided layout design Please let me know your experience with similar projects and how you would approach this task.

...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 certifications. This gives me conf...

...children's tableware business targeting preschoolers (3-5 years). The main goal of this business plan is to guide my business operations strategically. Key aspects that should be incorporated in the plan include: - Comprehensive Market Research: 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 profitab...

I am in need of an experienced and creative freelancer to help me prepare a pitch deck. The primary goal of this deck is to attract potential investors. Key components include: This pitch document should consist following:
- Need
 
-Strategic Vision/Value Proposition 
-Product/Technology/IP Strategy - About Mobile App 
-Management Team with strength About 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 ...

...with lead generation. I'm looking to target specific industries in the process and would like to focus on the following segments: - Manufacturing & Machine Industry - Energy Providers - Insurances - Webshops ALL COMPANIES MUST BE BASED IN THE COUNTRY OF SWITZERLAND. COMPANIES SHOULD BE OF SMALLER TO MEDIUM SIZE, IDEALLY BETWEEN 10-99 EMPLOYEES. The leads I'm interested in should be responsible for digital transformation, digitisation, or be a product manager/owner. In small companies, this might be the company owner/CEO. In a bit larger companies (e.g.> 50 employees), this could be a separate position, which could either have the title of "Digital...something" or the "Product owner, Product Manager" or the Department head. You...

I need a freelancer to help me type text from digital files to an Excel spreadsheet. - The data you will be typing is textual in nature, with the content coming from digital files. The final output should be an organized and error-free Excel spreadsheet. - Attention to detail is crucial. The ideal candidate for this job will have experience with data entry, exceptional typing speed and accuracy, and a track record of working efficiently with digital text and Excel. Please be sure to include any relevant experience and your estimated timeframe for completing this task.

I'm looking for a skilled professional to assist with a data entry project. The aim is to input various contact details into a spreadsheet, with a range of essential and additional information. Key responsibilities include: - Entering Name, Email IDs, Phone/Mobile Numbers, and Website Links for each entry. - Including LinkedIn profile links, Other correlated details, and Remarks for each entry. Ideal freelancers for this project should: - Have a background in data entry. - Possess excellent attention to detail. - Be able to work efficiently and accurately. - Familiarity with LinkedIn and other social media platforms. - Experience working with data on spreadsheet platforms like Excel or Google Sheets.

I'm in need of a franchise or licensing agreement expert to assist in creating a partnership or collaboration agreement for my business. Key Elements: - Define Roles and Responsibilities: It's crucial for the agreement to explicitly outline 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 fra...

I need an experienced data entry freelancer who can assist with a high priority task. The project involves inputting data into an Excel spreadsheet and carrying out online data entry tasks. The ideal candidate will be proactive, detail-oriented, and able to work efficiently with minimal supervision.

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'm looking for an expert to engineer an Asana project with a focus on workflow automation. The project should have robust features such as: - Task management: I need a proper setup to facilitate the creation, allocation, and tracking of tasks. - Collaboration tools: The Asana project should enable seamless collaboration amongst team members. - Progress tracking: Monitoring project progress should be effortless, using visuals and real-time updates. The user interface should be professional and sleek, aiding in easy navigation and pleasant user experience. Freelancers with prior experience in Asana project creation, especially in the field of workflow automation, will be preferred. Your experience in creating an intuitive, professional, and sleek UI will come handy. A s...

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 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 advice targeting individuals.

I'm in need of an Excel Calculation Expert. I have data spreadsheets that need to do the calculations using Excel Your primary task will be to: - I've dataset (excel file), that needs to do the calculation using excel - Once it done then you need to write report as per following requirement Deadline: 10 hours or less

I need an Excel expert to assist me with various tasks involving data analysis and calculation 1. I have data and you need to do the historical data 2. After that you are required to write report as per requirement and instruction 3. Deadline: you may take 8-10 hours

I am seeking a talented pop vocalist with a knack for creativity. This exciting project involves converting a poem into a song. Key Responsibilities: - Create a pop melody for a specified poem - Bring the poem to life through song. Ideal skills: - Previous experience in the Pop genre - Strong vocal abilities - Previous songwriting experience or ability to translate poetry into musical form. This is a fantastic opportunity for those who excel in conjuring up catchy pop melodies and are skilled at breathing new life into written words.

I need a data entry specialist to help me with a simple task of entering data into spreadsheets. Ideal Skills and Experience: - Proficient in data entry, specifically into spreadsheets, with a keen eye for detail - Experience working with Excel or similar tools - Ability to maintain accuracy and meet deadlines - Good communication skills and reliability Looking forward to working with a professional who can complete the task efficiently and accurately.

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 selected and well-timed to tell the story of the account's impressive growth. Creative angles and visual storytelling will be crucial to maintaining viewer interest. - Motivational Music: I specifically prefer an Inspirational Cinematic style for the background music. The track should complement the visuals and elevate the overall impact of the reel. - Screenshots: The reel should include screenshots of the Robinhood balance increasing 15-20 times over the 15 days. Th...

...Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News 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 o...

I'm in need of an experienced API developer(s) to assist with integrating our platform with multiple external systems in USA. Plaid API aggregates with multiple finance systems (banks mainly) and their investment aggregation didn't work for me. Since Plaid API didn't work for me I am thinking we will have our own APIs to integrate to any investment banks/ brokers like E*Trade, TD Ameritrade (now part of Schwab(, Vanguard, Fidelity, Robinhood and many more. See Following APIs are needed at high level: - Minimum 1) Get Holdings/ Positions (stocks, bonds, mutual funds, options, ETFs, etc.). We will pass institute name, account # or login/password, 2) Get Transactions (Dividend Paid, Bough, Interest Charged

...freelancer to develop a directory listing website, similar in design and functionality to the following template: The design will be provided by me. Requirements: 1. Technical Specifications: - Framework/Technology: Please suggest suitable technologies. - Database: MySQL, PostgreSQL, or another relational database. - Responsiveness: The design must be fully responsive and work flawlessly on all devices (desktop, tablet, smartphone). - SEO: It must be possible to optimize each individual listing for SEO, as well as the overall website. - Security: Implementation of security measures to protect user data. - Performance: The website must load quickly and be highly performant. - Import Functionality:

In this project, I need a freelancer who can meticulously manage data entry tasks. Ideal Skills: - Strong data entry skills, specifically with text data. - Advanced knowledge of Excel and data management within it. - Ability to understand and follow custom data organization instructions. Job Summary: - Enter text data into Excel format, understanding the importance of accuracy. - The data must be organized in a specific, custom order that I will provide. - Experience in similar jobs and a keen eye for detail will be highly beneficial.

I'm in need of a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eCl...Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we need someo...

I'm in urgent need of a skilled content writer who possesses strong proficiencies in Microsoft Excel. The primary task will involve generating written material for my organization, with an additional responsibility requiring accurate invoice creation. Your responsibilities in detail: - Generate compelling content that aligns with my organization's goals and objectives. - You would also be responsible for creating invoices using Microsoft Excel. Ideal qualifications and skills: - A strong grasp of the English language with excellent writing skills. - Prior experience with content writing and invoice creation. - Expert understanding of Microsoft Excel, particularly when it pertains to invoice creation.

...am seeking a talented Grant Writer to assist in drafting a comprehensive grant proposal for a business grant. Key Responsibilities: - Craft a compelling grant proposal specifically tailored for securing start-up funding from private foundations. - Ensure all grant requirements are met and the proposal is persuasive and well-researched. Ideal Skills and Experience: - Proven track record in successfully obtaining business grants, especially for start-up funding. - Proficiency in understanding the needs of private foundations and tailoring grant proposals accordingly. - Excellent writing and research skills to articulate the business's vision, mission, and financial needs effectively. - Knowledge of the grant application process, including the ability to...

...objective of this project is to enable the GPT model to analyze invoices stored in a OneDrive folder and answer various queries related to these invoices. Once this functionality is implemented, I want to integrate it with Excel to call the GPT model directly from Excel cells and receive responses in the same cells. Project Requirements: GPT-Invoices Setup: The custom GPT "GPT-Invoices" should be able to analyze invoices stored in a OneDrive folder. The OneDrive folder will have subfolders for each month containing our company’s purchasing and selling invoices. The GPT should be capable of answering questions related to these invoices. For example: "Sum all subtotals of invoices in folder April2024inv...

We need to improve an already existing pitch deck. Our project is to bring UFCGYM to France. The goal is to convince investors to put money on the table with the pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pie charts, and infogra...

...currently in a position where I want to have full control over my money. I am intending to dissolve my trust fund for this reason. This is an important step for me and I require professional input to guide me through this process. I am searching for someone with a strong background in financial management, particularly in trust funds. Knowledge in investment tracking is essential, alongside the capability of providing me a system where I can manage, monitor and make decisions about my finances independently. Additionally, the right candidate will be someone capable of: - Guiding me through the dissolution of my trust fund - Helping me establish full control and decision-making authority over my finances - Setting up a system for my independent financia...

I am a beginner in commercial real estate and I want to specifically learn about underwriting retail properties. I'm looking for an experienced professional to teach me the ins and outs of this process. Key Areas: - I require a thorough understanding of market analysis. - I need to learn how to use financial modeling effectively in underwriting. Preferred Learning Format: - I'd like to have interactive sessions. I learn best through real-time engagement and possibly some Q&A. Skills and Experience Needed: - Deep expertise in commercial real estate, particularly in retail properties on excel - Proven track record of underwriting retail real estate deals. - Strong teaching and communication skills to make comp...

...detail-oriented individual to assist with a data entry project. The task involves entering a variety of data types including numeric, text, and alphanumeric, into an Excel file. Key Details: - You will be working with a spreadsheet that has more than 10 columns. - I require the data to be formatted in a specific way: - Color coding: Certain cells should be filled with specific colors. - Conditional formatting: Cells should be formatted based on specific criteria. - Data validation rules: Certain cells should only accept specific types of data. Skills required: - Proficiency in Excel, including experience with conditional formatting, data validation, and color coding. - Strong attention to detail to ensure accurate data ent...

I am in need of a skilled freelancer to go through my 150-250 page income tax document which is in Word Format. I have done some edits, but it's gotten rather messy and needs a professional touch. Key Tasks: 1. Grammar and Punctuation: Make sure the text reads well and is free from language errors. 2. Formatting and Layout: I am looking for a final layout that presents the information in a clear, organized manner. I don't have any specific preferences for this, but standard professional formatting is the goal. Ideal Skills & Experience: - Proven experience in editing large documents - Excellent language skills - Proficiency in Word formatting - Knowledge of standard professional formatting - Previous exposure to income tax or other financial document...

I am searching for an experienced financial specialist to assist me in securing capital funds exceeding $500,000 for my service industry business. The capital will primarily be utilized to support and expand business operations. Ideal Candidate Skills: - Extensive experience in fundraising and capital generation in service industries - Proven track record of successful capital raising ventures - Deep understanding of service industry requirements and constraints - Strong business acumen and strategic planning skills Responsibilities and Goals: - Develop innovative and effective capital raising strategies - Assist in identifying potential investors and negotiating terms - Provide advice on efficient allocation of capital for business operations - Facilitate the real...

I'm seeking a skilled and experienced professional to develop a Detailed Project Report (DPR) for a real estate project in Lucknow. This report is primarily for potential investors, therefore it should be extensive, informative, and compelling. Key tasks and requirements: - Develop a comprehensive DPR that clearly outlines the potential of the project, its financial viability, and the predicted return on investment. - The DPR should be structured in a way that is easy to understand for investors with varying levels of real estate knowledge. - Conduct a thorough market analysis specifically focusing on Lucknow real estate market. - Recommend the most suitable real estate project type (residential, commercial, mixed-use) based on the market analysis. - The DPR shou...

Looking for someone with advanced skills in Excel and PDF interactivity who can transform a multi-sheet excel document into an editable PDF, while maintaining its ability to be converted back into an excel document. The purpose of this conversion is to enhance collaboration, hence the PDF should feature: - Interactive input fields that can be edited. - Checkbox and/or radio button functionalities. Also looking to add our company logo in the header and company info (addresses, phone numbers etc) in the footer. The ideal freelancer would not only support this conversion, but also maintain the original formatting to protect the sanctity of the document. Previous experience in similar work would be advantageous. Looking forward...

Our existing CGI ...script is encountering issues when importing the exam's section breakdown from a .dat file. Due to this, we are unable to import the breakdown of results per section of the exam into the SQL database. We are seeking a proficient developer who can: - Analyze our existing CGI script and identify the cause of the breakdown import issue. - Provide actionable advice and steps to troubleshoot and resolve the problem. - Ensure the script effectively imports the section breakdown from the .dat file as intended. The ideal candidate for this project should have: - Extensive experience in CGI scripting and SQL database management. - Proficiency in handling and troubleshooting data import/export issues. - Ability to wo...

...require the newsletter to be sent out on a weekly basis. Key Requirements: - Design and Set-up: I need someone with a keen eye for design who can make the newsletter visually appealing and professional. - Audience Focused: The content of the newsletter should be tailored and engaging for experienced freelancers, providing them with valuable insights and tips that can help them excel in their freelance careers. Ideal Skills and Experience: - Proven experience in designing newsletters, specifically for experienced professionals. - Familiarity with email marketing tools for managing and sending out newsletters. - Strong understanding of the freelance industry and the needs of experienced freelancers. This is a long-term project, so I'm looking for a freelancer who can...