Utafiti wa Fedha Jobs

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I am seeking funding assistance for a $4,000 annual professional training program designed to advance my Life & Health insurance business and expand my ability to serve clients ethically and compliantly. The training focuses on Indexed Universal Life (IUL) product education, retirement income strategies, annuity suitability, client needs analysis, and long-term financial planning principles. As a retired Army veteran and licensed California Life & Health agent, my goal is to better educate veterans, families, and retirees on financial protection strategies, legacy planning, and retirement preparedness. This training will strengthen my ability to provide compliant recommendations, improve client suitability practices, and ensure consumers receive accurate and responsible financial ...

I need a dedicated and keen individual to fill the role of an Entry-Level Financial Analyst in the Investment Banking sector. This project is best suited for someone just starting their career in finance, looking to acquire more experience, and grow within our organization. Key responsibilities: - Conducting financial analysis on investment opportunities - Assisting in the drafting of reports and presentation of findings - Navigating financial markets and management of investment risks Ideal skills: - Basic knowledge of investment banking is required - Good analytical skills - Strong understanding of financial markets Experience: - Recent graduates and those seeking entry-level positions are welcome - Previous internships in financial services or investment banking would be an advant...

I’m ready to start generating reliable extra income but I’m not yet sure which avenue fits my background best. I need a seasoned strategist who has already helped beginners turn their time, talents and interests into profit. Here’s what I’d like from you • A short discovery questionnaire or call so you can understand my skills, interests, available hours and financial goals • A written action plan (Google Doc or PDF) outlining at least three realistic earning paths tailored to me, with start-up costs, required tools, platform suggestions and projected income ranges • Clear day-by-day or week-by-week steps I can follow for the first 90 days • A brief follow-up session to answer questions once I’ve reviewed the plan If you have a tr...

Collecting Massive number of High quality Office workfiles - pptx, docx, xlsx files **IMPORTANT** Introduce a best work sample in the proposal. Hello. I'm glad to meet you on an exciting project "Artifact" Currently we're seeking high-quality office documents like pptx, docx, xlsx files covering domains below: What We’re Looking For PPTX (Presentations) Investor decks, strategy/consulting decks, marketing & GTM plans, product roadmaps/reviews, sales decks, training/onboarding decks, technical/system architecture overviews, industry-specific presentations (healthcare, logistics, retail, etc.). DOCX (Documents) Business plans, investment memos, market research reports, SOPs/internal docs, case studies, white papers, compliance/regulatory documents, HR polici...

I run a small firm with fewer than ten employees and I’m looking for a seasoned GST consultant who can handle all of our indirect tax matters on a monthly basis. Your primary role will be to keep us fully compliant with the latest GST rules, spot any exposure before it becomes costly, and advise on day-to-day issues such as input-tax credit optimisation, e-invoicing, and record-keeping in our accounting software. Each month I will expect: • A review of our sales and purchase registers for accuracy and completeness • A concise compliance report highlighting any red flags, recommended corrections, and upcoming regulatory changes that affect us • Clear answers to ad-hoc questions from my finance team within one business day We already have basic bookkeeping in pla...

I hold a proprietary technology patent for a drone and taser, both designed for lethal use, and need a seasoned consultant who can guide it from intellectual property into a revenue-generating product on the international stage. The assignment spans the full commercialization journey—from validating market demand through to the first launch. The project will involve export-controlled considerations. What I need from you: • Market research: quantify TAM/SAM/SOM, map competitors and adjacent IP, and surface the most attractive sectors and regions to enter first. • Business strategy development: craft positioning, pricing, revenue models (licensing vs. direct product sales), partnership or JV opportunities, financial projections, and a phased rollout roadmap. • Prod...

I am assembling a buy-side view for several family offices and need an economic analyst who can translate raw data into clear, forward-looking insights. Your core task will be market-research-driven trend analysis within the finance and private-equity space, zeroing in on structures and opportunities most relevant to multi-generational wealth managers. Scope The research must compare North America, Europe, and Asia—highlighting the safest, most resilient economies in each region—and explain how macro conditions, regulatory shifts, and capital-flow patterns affect private-equity deal flow. I will rely on your work to fine-tune allocation strategy, so depth and precision are critical. Also, need economic analyst who also identifies, and analyzes globally economies, industries...

I need an experienced consultant who feels at home in the finance world and can also speak fluently about Healthcare IT. My organisation is evaluating technology-driven solutions that sit at the intersection of financial strategy and health-sector compliance, and I’m looking for clear, actionable guidance rather than high-level theory. Scope • Review our current financial processes and identify where Healthcare IT systems can streamline reporting, controls, and ROI tracking. • Advise on regulatory implications whenever patient-related data touches financial workflows. • Recommend best-fit software or platforms (e.g., revenue-cycle tools, analytics dashboards) and map out an implementation roadmap. • Provide a concise action plan with measurable milestones s...

I need a statutory audit for my finances as a self-employed fitness instructor over the past two years. This audit is primarily for a mortgage check. Key Requirements: - Audit of two years of financial statements - Ensure compliance with all relevant regulations - Provide a detailed audit report Ideal Skills & Experience: - Certified public accountant (CPA) or equivalent - Experience with audits for self-employed individuals - Strong understanding of mortgage-related audit requirements - Detail-oriented and reliable I have written up my profits for the last 2 years and can advise where payments came from but am in need of an audit due to checks that may be needed