Virtual assistant financial services jobs

Hi Faisal A., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

...Enhancement: I anticipate a website that is user-friendly, visually captivating and easy to navigate. Your experience with UI/UX design will be vital here. - Social Media Integration: The website should have functionality to share our products/services directly on social media platforms. - Mobile-friendly Design: Although not explicitly mentioned, I consider it a given in today's digital age. The revamped website must be fully optimized for mobile users. - Showcasing Products/Services: The main objective of the website would be to showcase our products and services effectively. Your competence in e-commerce or similar projects would come in handy. - Inspirations: I am inspired by some of the interfaces and interactivity elements on competitor's websites. S...

I'm in need of a logo for my business, Major League Powerwash and Landscape. I am looking for a bold and eye-catching design that will make my brand stand out. Key Elements: - The logo should be a combination of an icon and text, ideally with the business name included. - The visual component should include a zero turn lawnmower and a guy holding a powerwasher, symbolizing the core services of the business. - The design should appeal to a wide audience and be easily memorable. Ideal Skills: - Experience in creating bold and eye-catching logos. - Proficiency in both icon and text-based logo design. - Ability to incorporate specific elements into the design without compromising the overall aesthetic. - Understanding of the powerwashing and landscaping industry would be a plus. ...

I'm in need of an expert in 3D design & visualization, particularly for floor plans and interior layouts. Key deliverables: - 3D floor plans for a 30x50 shop with living quarters. This space contains a kitchen, bathroom, washer dryer, master bedroom, and a wide, open living area. Additionally, it includes a loft with a room upstairs. A lean-to on the length of the building toward the barndo. - 3-4 bedroom, 2 bathroom barndominium, roughly 2200-2400 sq ft. - Both designs should have a modern aesthetic. Skills and experience required: - Proficiency in 3D modeling and visualization software - Strong understanding of interior design, particularly in the modern style - Previous experience with floor plan design is a plus - Ability to work collaboratively and efficiently - Strong at...

...within our e-commerce platform. The successful candidate will lead initiatives to enhance user interactions by developing a WordPress plugin, building a robust .NET middleware API, and integrating advanced Azure-based messaging services. Additionally, the role involves creating an SDK to facilitate easy integration for third-party AI bot services. This position is crucial for ensuring that our platform not only meets current technological standards but also adapts to future advancements and user needs, enhancing both the scalability and functionality of our services. Responsibilities: WordPress Plugin Development - Design, develop, and maintain a WordPress plugin that integrates the WordPress frontend with the .NET-based middleware, enhancing user interactions an...

I'm in need of a seasoned financial analyst who can help me create an extremely detailed business case and financial analysis document specifically tailored to secure financing and government approval for a real estate project. Key Aspects: - Market Analysis and Trends: The document should provide a thorough examination of the target market's demographics, a comprehensive competitor analysis and an in-depth look at supply and demand dynamics. - Risk Assessment and Mitigation Strategies: I need someone who can analyze potential risks associated with the project and suggest effective mitigation strategies to counteract them. - Projected Financial Performance: The document should include detailed financial projections for the project, outlining expecte...

...Product, a Home Services based Launch and Scale Program. The ideal candidate should be based in the US, have an excellent command of the English language, and possess a proven track record of successful high-ticket sales. Key Responsibilities: - Collaborate on the development of sales strategies for the Home Services program - Conduct sales calls and negotiations with potential clients - Close high-value deals in the Home Services industry Ideal Skills and Experience: - Proven experience as a high-ticket closer in the US market - In-depth knowledge of the Home Services industry - Excellent communication and negotiation skills - Experience in launching and scaling of info products is a plus If you are a US-based high-ticket closer with a keen understanding ...

I'm looking for an expert who can put together a precise and comprehensive multifamily proforma that focuses on cash flow details. Specifics Required: - Include data on net operating income, debt service, and cash on cash return. - An in-depth monthly breakdown of these values. Skills & Experience: - Proven track record in financial analysis, specifically real estate and multifamily property market. - Professional approach with strong attention to detail. - High-level proficiency in using proforma software or Excel. - Understanding of the specifics of rental property cash flows.

Hi eSign Web Services, I noticed your profile and would like to offer you my project. We can discuss any details over chat.

The WhatsApp bot contains two services: one for subscribers and one for the general public. For the general public: 1. When a sender sends any message, number, or letter, the bot greets them and requests input of a code or menu name (there are 200 codes or menu names available). 2. If the input is incorrect, the bot asks the sender to resend the correct code, send an image containing all the codes, or return to the main menu. 3. If the code is entered correctly, the bot displays general information in text form taken from a Google Sheet. Along with this information, a menu is displayed: • PDF file extracted from Google Drive or a folder • Image • Information in text form taken from a Google Sheet • Input another code • Return to the main menu For subscribers...

I'm looking for a talented individual who can help me develop an LLM text model which behaves like a virtual girlfriend. This text model must be engaging in intelligent dialogues with emotions and feelings. Here are the primary requirements for this project: - Create an AI-driven text model: I need a text model that is capable of engaging in intelligent dialogues. This means understanding context, providing relevant and meaningful responses, and exhibiting emotional intelligence. - Incorporate emotional responses: The text model should be capable of expressing emotions and feelings in a realistic manner. This is crucial for creating a believable and engaging virtual girlfriend. - The model can be trained from scratch or, if you have knowledge of current models, adapt it...

... will be so nice. - Winner Selection: The system should randomly select a winner from the first 1-6 numbers of the raffle/lottery tickets. If admin wants to choose the number which will be result after lottery, should have access to do it. - External API Integration: The website should be integrated with: - Crypto payment gateways for seamless and secure transactions. - Email notification services for communicating with participants. - Real-time chat for maintaining engagement and providing support. - Metamask integration, although users should have the option to buy tickets without logging in. Admin Panel: - Should have access to make new lottery , modify lottery details (commissions, rewards, lottery time, how lottery will finish, payment address, which payment netwo...

I'm seeking a professional to create an Information Memorandum specifically aimed at securing financing from venture capitalists and or private equity. This document should include detailed financial information, such as: - Revenue projections - Profit and loss statement - Balance sheet - Adopt government statistics - Market & Industry Analysis - Design funding models The ideal candidate for this job should have a solid background in finance, business analysis, and experience in creating successful Information Memorandums for the Australian market. They should be able to present complex financial data in a clear and concise manner to appeal to potential investors.

...tracking, I'd prefer a designer who has experience incorporating these features and can advise me on their necessity for my specific project. - Additionally, expertise in SEO and digital marketing would be an asset, as I may eventually want to boost the site's visibility and reach. Ideal skills and experience: - Proven track record in designing successful e-commerce websites, especially in the services sector. - Strong portfolio of visually appealing and user-friendly designs. - Good communication skills and the ability to understand and cater to the specific needs of my business. - Flexibility to incorporate potential features like product inventory management and order tracking at a later stage. - Basic knowledge of SEO and digital marketing would be a plus. Looki...

I'm looking for a skilled web designer to create an e-commerce website for me. The primary goal of the site is to sell my products and services, and I plan to keep the inventory relatively small - less than 4 items. Your main task will be to design the front page and set up a user-friendly, intuitive navigation system that allows customers to browse through product catalogs with different categories. Key Requirements: - Design skills: You must have a strong background in web design, particularly in e-commerce. Prior experience in designing e-commerce sites with a focus on product catalogs is a huge plus. - Front-end development: Proficiency in front-end development languages and frameworks is essential. I'm looking for someone with a keen eye for aesthetics and a track r...

I'm looking for a skilled iOS and android developer to create an application aimed at adults and teenagers. Key features needed: - Tracking Services: The application should be able to provide real-time tracking services for various needs. Ideal Skills: - Experience with android and iOS platform application development - Knowledge of real-time tracking services integration - Familiarity with creating applications for adults and teenagers

I'm looking for an experienced web designer to create a modern, sleek, and easy-to-navigate website for my business. The website will primarily serve as an informational platform targeted towards the general public. I work as financial advisor and website would need to operate in English and in Polish and be connected to two urls Key Requirements: - Design a clean and professional layout that is aesthetically pleasing - Ensure the website is fully responsive and mobile-friendly - Implement user-friendly navigation to enhance the user experience - Integrate necessary features for an informational website Ideal Candidate: - Web design experience, with a strong portfolio of previous projects - Proficiency in responsive design and mobile optimization - Understanding of user exp...

I'm in need of a skilled developer to create a custom video AI app. The app is intended for sending personalized video messages to customers. As emails are sent, the app should automatically regenerate customers names. The ideal candidate should have experience in: - Developing AI applications - Implementing video messaging features - Creating web-based applications Key Features: - AI Integ...- Implementing video messaging features - Creating web-based applications Key Features: - AI Integration: The app should be able to regenerate customer names as emails are sent. - CRM Integration: The app should seamlessly integrate with CRM CINC and MOJO sales. - Web-Based: The app should be designed for use on the web. I am to ideas and I am aware that some companies already offer similar ...

I'm in need of an experienced professional who can assist with financial statements preparation using Tally accounting software. Key Responsibilities: - Preparation of Balance Sheet, Profit and Loss Statement, and Cash Flow Statement Ideal Skills: - Proficient in Tally software - Experience in financial statements preparation - Attention to detail and accuracy in work - Knowledge of accounting principles and practices This role is vital to ensure the accuracy and validity of our financial data. Please only apply if you have demonstrable experience with Tally accounting software and financial statements preparation.

I am looking for an expert who can help me with employment verification services as part of my pre-employment process. You should have experience in this field and be able to provide reliable and thorough services. Key requirements for the job include: - Conducting comprehensive checks on past work experience of potential hires - Ensuring the information provided by the candidate is accurate - Providing a detailed report for my review I am also considering including health checks as part of the pre-employment process. If you have experience in this area, please let me know as it might be an additional task for the project.

I am in need of a seasoned digital marketer who can proficiently handle SEO, social media management, and email marketing tailored to reach local customers. This role requires a keen understanding of how to effectively drive lead generation. Specific responsibilities include: * SEO: Optimize my website's organic search rankings to improve lead generation * Social Media Management: Craft and execute a strategic social media plan to connect with the local customer base * Email Marketing: Develop a captivating and result-driven email campaign The ideal freelancer: * Experience with SEO, social media management, and email marketing * Proven track record of lead generation * Understanding of local market demographics and trends * Strong analytical skills to track success and pivot strate...

I require a professional photographer to capture beautiful couple photos in a local beach setting. I am particularly interested in creating a romantic feel for the images. The successful freelancer should: -Be open to capturing pictures of same sex couple - Have sol...feel for the images. The successful freelancer should: -Be open to capturing pictures of same sex couple - Have solid experience capturing romantic couple photographs, preferably on a beach or similar setting - Showcase great creativity in portraying the romantic mood I am looking for - Have the ability to guide and position us to achieve the best shots - Ensure high-quality image and editing services for finished photographs are included in your bid I look forward to seeing your past work in romantic couple ph...

I'm looking for a talented web designer to create a professional and sleek website that will help ...professional and sleek website that will help me promote my business/service effectively. Key Features: - Contact Form: The website must have an easily accessible contact form to allow potential customers to reach out to me easily. - Testimonials Section: A dedicated section where I can showcase feedback and testimonials from satisfied customers. - Service Listings: Clear and concise listings of the services I provide, helping visitors understand what I offer. I'm looking for someone with expertise in web design, a keen eye for detail, and the ability to create a user-friendly, visually appealing website. It's crucial that the design reflects the professional and sl...

Hi VJ IT Services, combine like last time, Data sheet has main data and secondary data (if you cant find a name)

...assistance in positioning my business well on Google to help generate leads. high resolutions for our post cards and publicity that we normally used this project is for th logo first and budget is different for the website we need Key Deliverables: - Professional and elegant logo design - Google optimization to increase visibility and generate leads Website Requirements: - Information about the services offered, with a focus on Medicare - Contact information - Ability for visitors to sign up for a free consultation Skills and Experience: - Proven expertise in logo design, with a portfolio showcasing professional and elegant designs - SEO experience, particularly with Google optimization - Strong understanding of lead generation strategies - Experience in web design, particul...

I'm looking for an expert developer who's proficient with AWS services, particularly EventBridge, and has experience integrating with Shopify webhooks. Key requirements: - Setting up and pushing code into fresh AWS servers - Creating and configuring AWS EventBridge to handle large volume webhook events from Shopify - Routing these events to either SQS or Lambda Your primary task will be to ensure that Shopify webhooks are efficiently processed through AWS EventBridge. Ideal skills and experience for this job: - Proficiency in AWS services, especially EventBridge - Experience with Shopify webhooks - Knowledge of server setup and configuration - Prior experience with middleware systems and large volume event handling - shopify graphql and restful api Please note t...

...Budget: Please provide a detailed quote for the entire project, including any revisions. Job Description: We are seeking a talented and creative graphic design team to create a professional and visually appealing pamphlet. This pamphlet will be used to showcase the various service plans and benefits offered by our HVAC company. The goal is to clearly communicate the value and benefits of our services to potential and existing customers. Project Scope: Design and Layout: Create a visually appealing and professional design that aligns with our brand identity. The pamphlet should be easy to read and navigate, with clear headings, subheadings, and bullet points. Incorporate high-quality images, icons, and graphics to enhance the visual appeal and readability. Content Integration:...

I need a designer for a flyer/postcard promoting my service-based business. This piece plays a significant role in announcing our offerings to the market. Key Requirements: - Design should promote our business services effectively. - Match the design color scheme with our existing business logo colors. Ideal Skills: Freelancers with experience in designing marketing/advertising materials, particularly for service-based businesses, will be ideal for this project. A keen sense of color matching and understanding of marketing strategies will be beneficial.

I am urgently in need of a proficient lead generator who can help me attract viable prospects to my construction and remodeling services. I'm specifically targetting the construction and remodeling industry and need someone who can hit the ground running and provide rapid results. Expected tasks: - Researching potential prospects in the industry - Generating quality leads of potential clients interested in my services - Leveraging technology to optimize lead generation efforts Ideal Skills: - Demonstrable experience in lead generation within the construction/remodeling industry - Proficient use of lead generation tools and software - Outstanding research skills - Ability to work quickly and efficiently Crucially, I need the project completed as soon as possible. Th...

As someone who runs a professional services business, I am actively seeking an expert who can effectively use Instagram's Direct Messaging feature for marketing our services. The ideal freelancer will text leads in Italian language. Just need to copy and paste our messages

...related content. The website is for a new Company which will help in Management and technical consultancy to companies. Something like a mix of Mckinsey and BCG group sandwiched with something like a cognizant or Accenture. This is a company that does management consultancy this is a technical consultancy Also I want to include Gen Ai services in the same. This is a Gen Ai company example : it should look like a management consultancy as well as technical consultancy website with a flavor of Gen AI incorporated Initially 7 to 10 pages would be descent No blogs as of now. just core pages that show that the website is a company which does what I mentioned above So, How would you help me figuring out my website content

I'm in need of a skilled graphic designer to craft a comprehensive overview PDF for my digital services and solutions. Key Deliverables: - Service Descriptions: A detailed explanation of the range of services I offer should be included. - Professional Design: The overall look and feel of the overview should be corporate and professional. This will resonate well with the target audience and reflect the nature of the services I provide. Distribution Plan: - The PDF will be used in a variety of situations, so it must be adaptable. I intend to: - Email the document to clients. The design should be compatible with and visually appealing in email format. - Make it available for download on my website. The PDF should be easy to access and view on a digital platform...

We are seeking a highly skilled and experienced Data Scraping Specialist to optimize and significantly ...processes comply with legal and ethical standards. Troubleshoot and resolve any issues that arise during scraping operations. Collaborate with our development team to integrate scraping solutions seamlessly. Requirements: Proven experience in web scraping and data extraction at scale. Proficiency in programming languages commonly used in web scraping (e.g., Python, Node.js). Experience with cloud services (AWS, GCP, Azure) and deploying scalable scraping solutions. Advanced understanding of web security measures and techniques to bypass them. Strong problem-solving skills and the ability to work independently. Excellent communication skills and the ability to document processe...

Welcome to the "From The Inside Out Wellness Center" Logo Design Challenge! We are looking for a creative and original logo design that embodies the essence of our wellness center, focusing on energy-based work and spiritual practices. Our center offers a variety of services and activities aimed at promoting holistic well-being, personal growth, and spiritual development. The design should reflect our integrative heart-centered approach, helping individuals transcend to their higher selves and empower them on their journey towards optimal health, inner peace, and spiritual enlightenment. Design Guidelines: what we consider when we assign star ratings: 1. Name of the logo must be found in the logo and it should be easily readable: From The Inside Out Wellness Center 2. MU...

...accounts being opened with my information all across various websites most of which I’ve never heard of or visited. Also there’s nonstop access to my existing online accounts and noticing suspicious activity on my devices. While I've taken measures on some accounts to secure them, it's not enough and I need professional intervention. The compromised accounts include apps, social media, GPS and financial. The activity on my devices sparks concern, particularly regarding showing activity in my history I did not do and I'm looking for expert guidance I have already wiped my device multiple times and have even gone as far as establishing all new digital identifiers such as new phone number, email, and Apple ID to no avail. Skills/Requirements:...

I'm in need of a talented freelancer to assist with content creation. This project is focused on boosting brand awareness and making our products and services more visible to potential customers. Key Responsibilities: - Conceptualize and create compelling content that resonates with our target audience. - Develop engaging written content or video content that clearly communicates our brand message and value proposition. - Ensure that all content aligns with our brand guidelines and voice. Ideal skills and experience: - Proven track record in content creation, preferably with a focus on brand awareness. - Strong writing and/or video production skills. - Ability to understand and effectively communicate brand values. - Experience in a similar project or industry will be a plus....

I have an active Instagram account for my business and I'm keen on leveraging it for increasing the sales on my Telegram channel. My ...leveraging it for increasing the sales on my Telegram channel. My primary goal for Instagram marketing is to promote specific products or services. The target audience for this campaign is primarily young adults aged 21 and above. Key Requirements: - Proven experience and a strong track record of increasing sales through Instagram marketing. - Proficiency in creating engaging and conversion-focused content. - Ability to understand and market to a young adult audience. - A deep understanding of both Instagram and Telegram platforms. The project will be a success if it boosts sales on my Telegram channel and improves the visibility of my produc...

I'm seeking an experienced app developer to create a business mobile application that's compatible with both iOS and Android platforms. Key Features Required: - Integration wit...developer to create a business mobile application that's compatible with both iOS and Android platforms. Key Features Required: - Integration with a payment system to facilitate transactions within the app. Ideal Candidate Skills: - Strong cross-platform development experience (iOS and Android). - Proven track record in integrating payment systems in apps. - Familiar with creating robust, secure financial transaction systems. - Solid understanding of UI/UX for business apps on both platforms. Please include examples of business apps with payment integration you've previously devel...

I'm looking for an experienced WHMCS developer to help improve an already developed financial history graph. I had a developer from before that told me he could improve the module by take order dates and other dates already in the database to fill in missing data of the graph. Right now the graph just records order and financial information in the database and displays it on the graph. Where there is no data the graph just shows a straight line as shown in the demo screenshot. So I want the graph to show the data that its table is missing by getting this information from the WHMCS database. The end result would fill in the missing data of the straight line and also show the history on the graph from the start of the database, right now it only goes back 3 years because t...

Seeking a skilled graphic designer to create a visually compelling and modern logo for my business, Con Air Handyman Services. Below are a few specific requirements: - The design must incorporate the color blue, along with some silver. - Though I specialize in HVAC and home maintenance, I want the logo to be more focused on the HVAC aspect. - Ideally, the logo will include a temperature icon – something that clearly connects to heating or cooling. - As I've chosen a modern style, I'm interested in something sleek, simple and easily recognizable. - I also perform odd jobs and honey do lists Those experienced in logo design, particularly for service-industry businesses, would be an asset to this project.

I'm actively seeking virtual assistants proficient in using advanced software tools, including cloud storage and project management software. Essential tasks that need to be managed are: - Data entry: Accurate and efficient data input is required, particularly into project management software. - Email and calendar management: Duties include organizing my inbox, prioritizing emails, and managing my schedule. I anticipate requiring support for more than 20 hours a week. As such, freelancers should be available to commit to a significant amount of time. Ideal candidates will have a proven track record in similar roles and excellent references.

...operational structure, technology stack, and any other technical prerequisites. - Financial Projections and Funding Needs: I’m looking for a detailed financial analysis and projections, as well as an outline of our funding needs and potential sources. - Human and Non-Human Resources: The plan should cover the staffing requirements, including translators, editors, and project managers, as well as logistical arrangements for their effective collaboration. I need some one to write me a proposal so that I can present it. Ideal Skills and Experience: - Proven track record in business plan writing, especially for digital projects. - Strong understanding of market analysis and strategy development. - Experience in financial forecasting and budgeting for similar ini...

...are going to checkin and checkout. Stock Management Page: Manage stock on a given property. Reservation Management Page: Manage guest information, reservations, and communication. Contents: List of upcoming guests, reservation details, and communication tools. Billing and Invoicing Page Automate and manage billing and invoicing for property owners. Contents: Invoice creation, payment tracking, financial reports, and transaction history. Couple of small pages to be added, please consider this in your proposal. Responsibilities: Creativity and Innovation: You have the freedom to suggest improvements and make creative decisions that enhance user experience. Responsive Design: Ensure all designs are mobile-friendly and look good on various screen sizes. Collaboration: Work closely...

...will serve as a platform for my healthcare company. The site will have a three-pronged approach to content, focusing on: - **Services Offered**: I want to showcase the range of services we provide. This section should be clear, concise, and informative. - **About Us**: This is where I want to introduce the visitors to our company - our values, mission, and vision. It should be detailed yet engaging. - **Contact Information**: I need a clear and easily accessible way for potential clients or partners to reach out to us. The target audience for this website will be varied, including: - **Patients**: I want the site to be easily navigable for patients seeking our services. - **Healthcare Professionals**: This section should speak to professionals who may want to co...

...experienced users. Organize and structure the content logically for efficient reference. Maintain consistency in writing style, tone, and formatting across all documentation. Study the agency website () to understand the services and sub-services provided. Set up a full database of minimum 30 to 40 demo clients or sample clients in the GrowCRM system, covering all stages from leads to task completion, payment, and ticket management. Create demo data from beginning to end for the demo clients to demonstrate the CRM functionality at all levels, as per the services and offerings of the agency (). Create demo proposals for the sample clients. Update the main CRM provided once selected for the project with the created demo data. Preferences: Experience working with di...

I'm a beginner in Oracle Service Bus (OSB) and would like a thorough virtual training session on the topic. I'm looking for a skilled instructor who can guide me through the following areas: - Basic Concepts and Architecture: I need to understand the foundational principles of Oracle Service Bus (OSB). This includes how it works, its key components, and its role in service-oriented architecture. - Service Development and Deployment: I'm interested in learning how to develop services on OSB and deploy them effectively. This includes hands-on exercises and practical examples to reinforce the learning. - Troubleshooting and Optimization: I want to be able to troubleshoot any potential issues that may arise when working with OSB. Additionally, I'd like ...

I'm in need of a financial programmer with experience in Easy Language (TradeStation) to create an automated trading strategy for the stock market. The strategy will be designed to make trading decisions autonomously, based on specific criteria. Key Requirements: - Proficient in Easy Language (TradeStation) - Demonstrated experience in creating automated strategies for the stock market - Ability to understand and implement complex trading algorithms Ideally, the project should be completed within a week. I am looking for a professional who can effectively communicate and ensure the successful execution of this project.

I'm seeking a skilled iOS and Android developer, with proven experience in designing and building complex, subscription-based applications. Features: - An intuitive interface facilitating life coaching, psychotherapy and addiction services, coupled with comprehensive course content. - Rich profile pages that offer an in-depth view for each user. - Direct messaging capabilities for seamless communication. Activity Tracking: A core element of this app is the tracking of users’ activities. This entails: - Sleep tracking: To monitor and analyse the user's sleep patterning. - Mental health tracking: A holistic mental health tracker incorporating mood patterns, meditation frequency and daily tasks check-in. Subscription: - A Monthly subscription option is needed, re...

As someone looking to significantly drive sales via Facebook, I need a social media marketer with a knack for creating captivating product/service promotional videos. Your task will be to: - Develop a Facebook marketing campaign centered around enticing promotional videos - Ensure the adverts are sales-driven so as to directly impact on the product/service sales Idea...Your task will be to: - Develop a Facebook marketing campaign centered around enticing promotional videos - Ensure the adverts are sales-driven so as to directly impact on the product/service sales Ideal Skills: - Proficient in video creation and editing - Extensive experience in sales-driven social media marketing, particularly Facebook - Creativity and great storytelling to make products/services appealing and...

...of the current market trends is crucial. Previous experience in creating CIMs for tech companies will be highly valued. - Financial Information: You will need to provide detailed historical financial information of the company, likely the past 3-5 years. This will need to be presented in a professional and engaging manner to showcase the company's financial health and growth potential. - M&A Understanding: A solid understanding of mergers and acquisitions is crucial, as the CIM needs to be structured in a way that aligns with the expectations of potential buyers. Ideal Skills: - Proven experience in preparing CIMs, especially for technology companies. - Strong financial analysis and projection skills. - Excellent written communication and presentati...