Financial Planning Projects
Financial Planning Projects
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1
Eric Sanchez
Finance Portal Development for Treasury and Compliance
1
9
1
Sha'Kreshia Lewis
Teaching Financial Literacy to Children
1
5
0
Kevin L Matthews II
Financial Advisor Answers Money Questions From Twitter 💰| Tech…
0
9
0
Rebecca Jenek
pro
Non-Profit Financial Management & Grant Tracking
0
5
0
Fernando Mosca
Random Forest Market Regime Classifier and Trade Engine
0
8
1
Florencio Rosales
pro
Flat-Fee Financial Advisory Platform — Carroll Advisory Group Built the web platform for Carroll Advisory Group — a data-driven financial advisory firm that replaces generic retirement advice with precise, personalized strategies for analytical thinkers. All for a transparent flat annual fee in an industry built on hidden charges. Developed the client-facing website on Kajabi with a conversion-focused design that builds trust immediately — clean layout, clear service positioning, testimonial integration, and a streamlined client process flow that moves prospects from discovery to engagement. Built the content architecture including blog/resource hub for SEO-driven lead generation, team pages that humanize the firm, and secure document upload integration (Encyro) for handling sensitive financial information.
2
1
70
0
Priyanka Bana
Top streaming news scraping
0
2
0
Bernardo Silva
Pre-Seed Fundraising
0
14
2
Joy Z
This was a small project for a SaaS startup to review the raw data, and generate a financial report. There were some known data anomalies and the goal of the project was to discover the extent of those data issues and how it impacted the reported financials. In my deliverables, I provided a report of the income statement and headcount summary, with formulas built in to allow the user to toggle between different countries, or display the holistic income statement of all countries. I also provided a quick report of what was observed in the current financials, the data anomalies, and what to realistically expect in the financials if we adjusted for those anomalies.
1
2
25
1
Stephanie Thomas
pro
AI CFO | Strategic Finance & AI Consulting
1
14
0
Zeeshan Bilal
Loan Calculator using VBA
0
24
0
Simon Betancur Gomez
Financial forecast of CRM pipeline
0
9
0
DAndre Starnes
Financial Forecasting and Mitigation for Wedding & Event Venue
0
18
1
Rafael Navarro-Rubio, CFA
Custom-Made SaaS Financial Model
1
30
0
Khal Ben
FX Risk Assessment & Management Model
0
13
0
Dan Mcneil
Financial Advisor Certificate
0
4
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