Financial Consulting Jobs

Help with U.S. Form 1040-NR Tax Filing Description: I need help filing a U.S. Form 1040-NR (Nonresident Alien tax return). Situation: • Received a W-2 from Intel • Left the U.S. early in 2025 and worked mostly from India • Only a few days physically present in the U.S. • Need help allocating U.S.-source vs foreign-source wages Looking for someone experienced with 1040-NR filings to review and finalize the return. Please share your experience and fee.

I work with homeowners who want to finance their next home-improvement project through personal loans, and I need a partner who can move them smoothly from inquiry to funded. Your role begins with a deep dive into each applicant’s credit profile. I will supply raw reports; you extract and interpret three core data points—credit score, debt-to-income ratio, and payment history—then translate those findings into a clear approval strategy. The goal is to know, before any formal submission, which lender tiers and loan amounts are realistically within reach. Here’s how I picture the flow: • Assess the credit score, DTI, and payment history and flag any red-line issues. • Produce a concise pre-approval memo that states likely loan size, rate range, and nex...

I need an expert-level credit repair professional who can move fast and achieve measurable deletions. The work centres on three core activities: filing accurate disputes with all major bureaus, communicating with creditors to secure written confirmations or corrections, and thoroughly reviewing each credit report to spot every negative entry. Most of the cases involve incorrect payment history, fraudulent accounts, and the lingering inquiries or public-record items that drag scores down. I expect you to know the FCRA, FACTA, Metro 2, and each bureau’s online and mail-in dispute processes cold, and to be comfortable escalating when responses stall. Deliverables • A marked-up copy of each initial credit report showing every disputed line item • Dispute packets or electron...

I want to open a new trading account and get it ready for live use, but I’d prefer someone on the ground in Bangladesh to guide me step-by-step. The immediate task is straightforward: create the account in my name and make sure it is fully operational. Because I already trade on Binance, we can speak the same crypto language—USDT transfers, basic blockchain concepts, and exchange workflows won’t need explaining. Here’s what I expect from you: • Walk me through the sign-up flow in real time (video call or screen-share is fine). • Complete KYC and regional verification smoothly, using best practices you’ve tested yourself. • Enable all basic security layers—email/SMS confirmation and, if time allows, Google Authenticator 2FA—s...

I’m looking for a seasoned personal-finance professional who can show me clear, practical ways to make more money and manage what I already have more effectively. Right now I don’t have a structured budget, investment plan, or debt-reduction roadmap—I just know I want “more money” and a path that actually works. What I need from you: • A quick discovery call (or questionnaire) to grasp my current income, expenses, debts, and savings. • A concise, easy-to-follow action plan that covers day-to-day budgeting, recommended saving targets, and ideas for new or improved income streams. • Straightforward investment or side-hustle suggestions that match my risk tolerance and time commitment. • Simple tracking templates or spreadsheet tools so...

I’m looking for a seasoned personal-finance professional who can show me clear, practical ways to make more money and manage what I already have more effectively. Right now I don’t have a structured budget, investment plan, or debt-reduction roadmap—I just know I want “more money” and a path that actually works. What I need from you: • A quick discovery call (or questionnaire) to grasp my current income, expenses, debts, and savings. • A concise, easy-to-follow action plan that covers day-to-day budgeting, recommended saving targets, and ideas for new or improved income streams. • Straightforward investment or side-hustle suggestions that match my risk tolerance and time commitment. • Simple tracking templates or spreadsheet tools so...

I’m looking for a reliable accountant who can take the lead on my current tax-preparation workload. The focus is purely on tax work, so you won’t be distracted by general bookkeeping or admin tasks; I want your experience aimed squarely at preparing accurate, timely returns and accompanying schedules. Here’s what I need from you: • Gather, verify, and organise client source documents (W-2s, 1099s, invoices, prior-year returns, etc.). • Prepare complete federal and state returns in the appropriate software (e.g., QuickBooks, TurboTax, Drake, or another platform you already trust). • Flag any missing information, deductions, or compliance issues early so I can resolve them with the client before filing. • Provide a concise summary sheet for each...

We are Spark Drive, a mobility & ad-tech startup launching in Germany. We are looking for an experienced individual or agency to help us raise capital from angel investors, syndicates, and early-stage funds. What we offer: 1- Commission-based compensation (% of funds raised) 2- Long-term collaboration if results are strong Your role: 1- Investor outreach & introductions 2- Pitch coordination & follow-ups 3- Supporting us through closing Requirements: 1- Proven fundraising experience 2- Strong investor network (Europe preferred) 3- Clear communication & transparency Commission percentage is open for discussion based on experience and performance.

Project Type: Fundraising / Capital Introduction Budget: Success Fee Only (Percentage of Funds Raised) Description: I am seeking an experienced capital introducer with direct relationships to: Family offices (single-family or multi-family) Lending companies (private credit funds, direct lenders, debt funds) Institutional investors that do direct debt deals High-net-worth individuals with family office-style direct investment appetite The Opportunity: We are raising $500,000 in senior secured debt for an AI-native education infrastructure company. Key Terms: Fixed Return: 50% over 24 months ($250,000 interest on $500,000 principal) Security: First lien on all IP and hardware (investor paid before founders, before staff, before expansion) Breakeven: 50 pods total ever (12% of target) Insta...

I'm looking for an experienced scriptwriter to create engaging content for my trading and stock market channel. The scripts should cover advanced trading techniques, with a focus on risk management strategies and technical analysis. Key Requirements: - Expertise in risk management strategies and technical analysis - Ability to write engaging and educational content - Experience in the finance or trading industry -in depth knowlege about global news Ideal Skills and Experience: - Background in finance or trading - Proven scriptwriting experience - Strong research skills - Ability to simplify complex concepts for a broad audience Please provide samples of previous work and relevant credentials.

My QuickBooks Online file is out of balance: recent bank reconciliations refuse to clear, and several accounts in the Chart of Accounts are showing inaccurate balances. I need a QBO expert to dive in through accountant access, pinpoint the source of the reconciliation errors, and correct the underlying balance issues. Here’s the outcome I’m after: • All outstanding bank and credit-card reconciliations brought to a zero difference. • Chart of Accounts balances corrected so they match source documents. • A short recap (written or quick Loom video) that lists what you adjusted and any preventative steps I should follow. The company is on QuickBooks Online Plus; bank statements, CSV exports, and supporting documents are ready to share. Accuracy, clear communic...

IAlpha Genesis Advisors is officially expanding. We are building a massive proprietary trading infrastructure and are looking for top-tier talent to join our ecosystem. We are currently recruiting for two key roles: 10 Senior Mentors: We need professionals with a proven track record to train, manage, and lead teams of traders. You will be responsible for student growth and will earn a fixed fee. Day Traders: We accept motivated individuals from all over the world. While experience is preferred, the ability to strictly follow our systematic approach is mandatory. What we provide: Institutional Capital: We are scaling toward a fund of $1-3 Billion. Advanced Technology: Exclusive access to our proprietary AI and Arbitrage systems to enhance your trading performance. 60/40 Profit Split:...

Project Title: Engagement for Strike Off of Private Limited Company (STK-2 Filing) Project Overview: We seek to engage a qualified and experienced Company Secretary (CS) or Chartered Accountant (CA) to manage the end-to-end strike off of BIDMASTERS Consultancy Pvt. Ltd. by filing Form STK-2 with the Ministry of Corporate Affairs (MCA). Current Company Status: - Company incorporated but no annual filings/compliances completed since incorporation - DIN KYC completed once - MCA status currently reflects Active Compliance - No significant business operations carried out (declaration can be provided, if required) Scope of Work: - Review the company’s MCA records and confirm eligibility for strike off - Advise on and complete any prerequisite compliances, if applicable -...

I want to grab Sovereign Gold Bonds from the secondary market this week, ideally at a noticeable discount to the latest tranche price. My Upstox and Angel One demat accounts are already active, so the operational side is ready—I just need an expert eye on which series to pick and how to time the order. The purpose is still investment, yet I’m chasing a short-term upside rather than an eight-year hold. I haven’t fixed the quantity; I’d like your advice on what lot size makes sense once we see the liquidity and discount available. Here’s what I expect from you: • Scan NSE/BSE and shortlist the SGB series trading at the widest discount, factoring in accrued interest and YTM. • Recommend a buy-range price and the optimal number of units. • Gu...

Project Description I am looking for a qualified GST and Income Tax expert from India who has experience in service aggregator / marketplace business models such as Urban Company. Business Model Explanation: We operate an online platform where: Customers book AC repair services through our platform. A service engineer visits the customer location. The engineer identifies gas refill and/or spare parts replacement (capacitor, PCB, fan, etc.). The engineer purchases required spare parts directly from the local market. The engineer installs the parts at the customer’s site. Important Clarifications: Our platform does NOT stock any spare parts. Our platform does NOT purchase spare parts at any time. Spare parts are always purchased by the engineer directly from the open market. We generat...

Each month I close my books in Xero and need a skilled set of eyes to make sure every customer invoice lines up perfectly with payments received and ledger entries. The core of the job is monthly reconciliations, but the part that always eats my time is keeping invoice management clean, complete, and matched to the right accounts. You will log in to my Xero file, review the sales ledger, trace any unmatched or partially paid invoices, and correct coding errors so the reconciliation summary shows zero outstanding discrepancies at month-end. I already handle bank feeds and expense tracking, so your focus stays squarely on the invoicing side. Deliverables each month: • A fully reconciled Accounts Receivable ledger in Xero • A brief summary of any issues found, the fixes applie...

QuickBooks Enterprise 2024 Setup Help Needed I recently switched to QuickBooks Enterprise 2024 and am looking for a specialist to help configure the following: Basic small business account setup Invoice template setup Inventory setup Specifically, I need assistance with: Setting up inventory for 5 items Creating barcodes for the items Setting up inventory store locations Looking for someone experienced with QuickBooks Enterprise who can complete this efficiently. Please share your experience and estimated cost. Need this asap quickbook is already installed and working with no issue Most basic information is already setup Thanks

Summary We are a strategy consulting firm based in Poland, dedicated to delivering exceptional projects for clients within the financial sector. We are looking for reliable individuals to collaborate with us as Mystery Shoppers and play an important role in our projects, ensuring accuracy and attention to detail at every step. Countries Covered: the USA Auditors Profile: - without any previous relation to SoFi bank, - not a student, - USA citizen Key Responsibilities: Account onboarding and debit card application processes mapping and testing 30 days activation communication tracking and taking notes Performing few actiivities related to account active usage (daily banking) Answering Satisfaction Surveys (in excel) paying attention to all details asked Preparing necessary basic docum...

Accounting Operations Specialist (Part-Time / Full-Time) We are looking for a hands-on Accounting Operations Specialist to support day-to-day financial activities across Accounts Receivable, Accounts Payable, and Sales Administration. This role plays a key part in ensuring accurate billing, timely collections, clean vendor processing, and reliable financial reporting. Key Responsibilities Accounts Receivable Manage invoicing, payment posting, and collections Oversee installment plans and monitor customer payment schedules Prepare AR aging reports and support collection follow-ups Resolve billing discrepancies with Sales Administration Accounts Payable Process vendor invoices in SAP (correct GL and cost center coding) Manage vendor reconciliations and payment cycles Reconcile AMEX and ...

I require my Digital Assets Evaluated and Given a market Value that can be Stood Behind with an Official Independent Audit. I recently purchased a large assortment of Digital Assets Primarily Code Scripts and High Level Architecture Assemblies. I need to have a third party who is qualified to Evaluate their value. Provide an Estimated Value of them. An NDA will be required

Summary We are a strategy consulting firm based in Poland, dedicated to delivering exceptional projects for clients within the financial sector. We are looking for reliable individuals to collaborate with us as Mystery Shoppers and play an important role in our projects, ensuring accuracy and attention to detail at every step. Countries Covered: the USA Auditors Profile: - without any previous relation to SoFi bank, - not a student, - USA citizen Key Responsibilities: Account onboarding and debit card application processes mapping and testing 30 days activation communication tracking and taking notes Performing few actiivities related to account active usage (daily banking) Answering Satisfaction Surveys (in excel) paying attention to all details asked Preparing necessary basic docum...

I'm seeking an experienced professional to help grow my investment advisory practice, specifically focusing on the stock market with a long-term investment strategy. Key tasks include: - Developing and implementing marketing strategies to attract new clients. - Creating comprehensive, easy-to-understand long-term investment strategy guides. - Providing regular market analysis and insights. Ideal skills and experience: - Proven track record in stock market investments. - Strong background in financial advising and client relationship management. - Excellent communication skills, both written and verbal. - Marketing experience to help grow the practice. Looking for someone who can not only provide expert advice but also help expand my client base and enhance my practice's visib...

I’m setting an ambitious goal—growing my ventures until the numbers reach nine zeros—so I’m looking for seasoned business consulting focused squarely on financial management. What I need right now is sophisticated yet practical budget planning: a clear framework that shows exactly where money should be allocated, which expenses can be tightened, and how profits can be rolled back into growth. You’ll start by examining my current financial statements, revenue streams, and cost structure. From there, I expect a thorough spending plan, monthly cash-flow projections, and sensible guardrails that keep the business agile while still aggressively scaling. The end product should feel like a living playbook I can update in Excel or Google Sheets, backed by your ration...

I’m a complete beginner who wants to master options trading from the ground up through live, one-on-one Zoom sessions. We’ll start with the basics—terminology, how option pricing works, the Greeks, and core strategies such as covered calls and cash-secured puts—then progress to vertical spreads, risk management, and trade planning. I learn fastest when I can watch you share your screen, walk through real‐time option chains, and explain why you would (or wouldn’t) take a position. Recording each session and providing concise notes or slide decks afterward will help me review. My goal is to finish the program able to: • Identify suitable option setups on my chosen stocks or indices • Calculate maximum risk, reward, and breakeven points • E...

Job Description: I am a Resident Indian who has incorporated a single-member Wyoming LLC (USA). The company is currently in the pre-revenue stage. I require professional assistance for Form FC filing under FEMA ODI regulations with my Authorized Dealer (AD) Bank in India. Background: Sole-member Wyoming LLC Incorporated recently No revenue yet No funds remitted from India No capital injected into LLC bank account Incorporation fee. No outward remittance under LRS No financial commitment routed through AD bank Scope of Work Required (Form FC Only): Please clearly specify what you will handle, including: Eligibility assessment under FEMA ODI Determination of reporting requirement applicability Preparation and filing of Form FC Documentation checklist and drafting AD bank co...

Saya sedang membutuhkan dana sebesar Rp10 juta secepatnya untuk membeli sebuah motor yang sudah saya pilih. Saya mencari seorang ahli yang memahami pasar pembiayaan di Indonesia—mulai dari bank konvensional, koperasi, aplikasi pinjaman online, hingga platform P2P lending—dan bisa memandu saya hingga dana benar-benar cair. Ruang lingkup pekerjaan: • Menganalisis profil finansial saya secara singkat dan menyarankan skema pinjaman paling realistis (bunga, tenor, biaya admin). • Menyusun daftar minimal tiga opsi pemberi pinjaman lengkap dengan persyaratan dokumen, estimasi waktu proses, serta langkah pengajuan. • Membantu menyiapkan dan meninjau seluruh formulir, surat keterangan, atau dokumen pendukung agar lolos verifikasi pertama kali. • Memberi pand...

Saya memerlukan bantuan untuk merangkai deskripsi laporan keuangan yang ditujukan khusus bagi para pemegang saham. Fokus laporan ini adalah: • Menjelaskan performa keuangan perusahaan secara ringkas namun informatif • Menyoroti pencapaian kuartalan, tren pendapatan, dan rasio utama • Menggunakan bahasa yang mudah dipahami tanpa mengorbankan ketelitian angka Saya akan menyediakan data neraca, laporan laba-rugi, dan arus kas; Anda menyusun narasi 1–2 halaman yang: 1. Menghubungkan angka dengan dampaknya bagi pemegang saham 2. Memasukkan insight relevan—pertumbuhan, efisiensi biaya, serta proyeksi singkat 3. Tetap konsisten dengan gaya penulisan korporat kami (panduan akan saya sertakan) Revisi ringan hingga versi final dapat diterima oleh dewan dire...

Saya memerlukan bantuan untuk merangkai deskripsi laporan keuangan yang ditujukan khusus bagi para pemegang saham. Fokus laporan ini adalah: • Menjelaskan performa keuangan perusahaan secara ringkas namun informatif • Menyoroti pencapaian kuartalan, tren pendapatan, dan rasio utama • Menggunakan bahasa yang mudah dipahami tanpa mengorbankan ketelitian angka Saya akan menyediakan data neraca, laporan laba-rugi, dan arus kas; Anda menyusun narasi 1–2 halaman yang: 1. Menghubungkan angka dengan dampaknya bagi pemegang saham 2. Memasukkan insight relevan—pertumbuhan, efisiensi biaya, serta proyeksi singkat 3. Tetap konsisten dengan gaya penulisan korporat kami (panduan akan saya sertakan) Revisi ringan hingga versi final dapat diterima oleh dewan dire...