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Deliverables: You will be required to execute a specific workflow (outlined below) and produce a comprehensive audit report (we will provide a Google Form for you to log your findings). You must identify any mathematical discrepancies, data transfer failures, logical flaws in the profit-sharing/bonus formulas, or general bugs you encounter during the process. Step-by-Step Validation Protocol You must strictly follow this workflow to test the system: Phase 1: Setup & Bidding Onboarding: Go to our app and create a 14-day trial account. Use the Knowledge Base to familiarize yourself with the platform. Lead & Proposal Creation: Create a lead, then generate a proposal. The proposal must utilize the {pricing_table} parameter. Margin & Cost Formatting: When creating the pricing table, create and save new products. Once saved, input and validate the profit margins and base costs. Project Conversion: Simulate the client accepting the proposal. The system should automatically convert the proposal into an active project. Validate: Ensure all financial data (margins, costs, totals) transferred perfectly from the proposal to the project. Phase 2: Staff Allocation & Bonuses 5. Team & Task Setup: Create two separate "Staff" user accounts. Create project-specific tasks and assign them to these staff members. 6. Bonus Structure: Navigate to the "Wallet" category for staff. Create two different categories and allocate a specific bonus percentage (%) to each. 7. Assignment: Go back to the active project and assign the staff members and their respective bonuses. (Note: Bonuses must equate to over 100 points/$ for the system to allow future withdrawals). Phase 3: Execution & Time Tracking 8. Time Tracking: Log into the two staff accounts. Have them log time "on the clock" and mark their assigned tasks as complete. 9. Report Validation: Validate the timesheet reports and calculated data for accuracy at this stage. Phase 4: Completion & Profit Sharing 10. Project Closeout: Log back into the Admin account and mark the project as complete. 11. Profit Allocation: Mark the project as "Profitable." Validate: Rigorously test and verify the formulas for the extra profit-sharing distribution to the staff. Phase 5: Payouts & Ledger Audit 12. Staff Verification: Log back into the staff accounts and look at the points. Verify that the awarded points/balances are mathematically correct based on the profit-sharing rules. 13. Withdrawal Request: From the staff accounts, submit a request to withdraw the points. Validate: Ensure the requested data is accurate. 14. Admin Approval: Log back in as the Admin and approve the staff withdrawal requests. Validate: Confirm the balances deduct correctly and the math holds up. 15. Final Reconciliation: Audit the global ledger to ensure all entries balance properly. Export the final reports and validate the data format and accuracy. Ideal Candidate: Proven experience as Controller, or Financial Analyst. Strong understanding of profit margins, commission structures, and ledger balancing. Experience in QA testing for financial software, SaaS, or ERP systems is a massive plus. Ability to clearly document exactly where a formula breaks and how it should be fixed. Please start your proposal with the word "LEDGER" so I know you have read the full step-by-step requirements. Briefly outline your experience with financial auditing or software validation.
ID Projek: 40318251
28 cadangan
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Aktif 24 hari yang lalu
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28 pekerja bebas membida secara purata $166 CAD untuk pekerjaan ini

LEDGER Hi, I am an experienced Associate Member of the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$200 CAD dalam 3 hari
6.3
6.3

LEDGER! As a seasoned Chartered Accountant and ACA qualified professional, I possess a unique combination of skills and experience that make me the perfect fit for your pizazzing project! Over my 9 years in the financial industry, I have honed my abilities in accounting, financial consulting, tax planning, auditing and compliance. I am extensively familiar with working on complex systems like SaaS, ERP etc., and combine that with an attentive eye for detail. This assures you that no stone will be left unturned as I perform the thorough validation process you have outlined. If there is any mathematical discrepancy, logical flaw or bug – no matter how small – I absolutely won’t miss it!
$250 CAD dalam 7 hari
6.2
6.2

Hello, I have over 7 years of experience in Accounting and Financial Analysis. I have carefully read through the requirements for the project and am confident in my ability to execute the validation protocol outlined. To ensure the accuracy and integrity of the financial system, I will meticulously follow each step of the validation protocol. I will thoroughly test the math, formulas, and ledger entries to identify any discrepancies or bugs. Additionally, I will provide a comprehensive audit report detailing my findings and recommendations for improvement. I am well-versed in profit margins, commission structures, and ledger balancing, making me an ideal candidate for this project. My experience in financial software QA testing further enhances my ability to identify and rectify any issues that may arise during the validation process. I am keen to discuss this project further and address any questions or concerns you may have. Please feel free to connect with me via chat for a more detailed conversation. You can visit my Profile here: https://www.freelancer.com/u/HiraMahmood4072 Thank you.
$100 CAD dalam 2 hari
5.5
5.5

LEDGER Hello, I specialize in financial QA for SaaS systems, validating pricing logic, profit-sharing formulas, and ledger integrity end-to-end. I will execute your full workflow exactly as defined, testing each phase for mathematical accuracy, data transfer consistency, and logical correctness. My approach focuses on isolating discrepancies at source: pricing tables, margin calculations, proposal→project data mapping, bonus allocations, and profit distribution. I rigorously verify timesheets, point systems, withdrawal flows, and final ledger reconciliation to ensure every entry balances and no hidden bugs persist. You will receive a structured audit report with reproducible steps, identified issues, root-cause analysis, and precise fix recommendations. I have hands-on experience auditing commission models, SaaS billing logic, and ERP-style ledgers, ensuring both financial correctness and system reliability. Thanks, Asif.
$250 CAD dalam 3 hari
4.8
4.8

Hi, I am Haresh, having 14+ years of experience in Software Testing Industry. - Having unique blend of knowledge in Quality Product Delivery, Processes Management, Functional testing, Integration and regression testing, load and Perfromance Testing which help me to take the Quality of the software to the next level. - Hands on experience on testing Desktop, Web Based, Mobile application and ERP based application. - Hands on experience on automation testing tools on selenium webdriver, jmeter, katalon studio, Appium, cypress, selenium with TestNG freamwork etc.. - Thorough understanding of Product Delivery Life Cycle, Software Testing Life Cycle and Software Development Life Cycle. - Experience in Well conversant with writing Test plan,Test Cases,Bug report, Release Note and Product Health Report. - Worked in various domains like Finance, Retail, Web Portals, Healthcare, ecommnerce, CMS, Eduction Portal, Life Insurance, ERP system etc. - I do have require mobile devices to test mobile view or applications like android and iOS applications. - I have hands on experience with Git, postman, MSSQL Server. Kindly review my profile and let me know you view over the same. Thanks, Haresh
$240 CAD dalam 7 hari
4.9
4.9

Hello Sir, How about I build a demo validating your SaaS math before any commitment? With extensive experience as a Controller and in financial QA, I specialize in identifying discrepancies and ensuring robust ledger accuracy. Let’s discuss a detailed plan tailored specifically for your needs and explore the demo together to showcase my approach. Regards, Smith
$140 CAD dalam 7 hari
4.0
4.0

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks
$30 CAD dalam 1 hari
3.5
3.5

Results-oriented Finance Professional with background in financial planning, analysis, and operations. Proven success in developing and managing financial operations, leading financial projects, and improving profitability. Adept at leveraging financial analysis to identify opportunities for cost savings and process improvement. Skilled communicator with the ability to build strong relationships with stakeholders and lead teams to success.
$250 CAD dalam 7 hari
0.0
0.0

LEDGER I have carefully reviewed your full workflow and requirements, and I’m confident I can execute this end-to-end validation with accuracy and attention to detail. I have a background in accounting and financial analysis, with hands-on experience in profit margin calculations, commission structures, and ledger reconciliation. I have also worked on validating financial data and identifying discrepancies in systems, ensuring that calculations and data transfers are accurate and reliable. For this project, I will strictly follow your step-by-step protocol—from onboarding and proposal creation to profit distribution and final ledger audit. I will thoroughly test each phase, identify any mathematical errors, data inconsistencies, or system bugs, and document everything clearly in the provided audit report. I am detail-oriented, methodical, and committed to delivering precise and actionable findings. I’m ready to start immediately.
$100 CAD dalam 7 hari
0.0
0.0

Hello, I’m a QA professional with 5 years of experience in enterprise application testing at Accenture, and this project matches closely with the type of structured workflow and financial validation testing I’ve handled before. I understand that your requirement involves validating SaaS workflow logic across pricing setup, margin calculations, task allocation, time tracking accuracy, profit distribution formulas, and withdrawal logic. I’m comfortable systematically verifying each stage and documenting discrepancies with clear reproducible steps and supporting evidence. For this project, I will: • Execute step-by-step workflow validation across all modules • Verify pricing tables, margins, totals, and data transfer accuracy • Test staff allocation logic and bonus percentage calculations • Validate time tracking outputs against expected results • Review profit-sharing formulas and wallet allocation correctness • Prepare a structured defect report highlighting calculation errors or workflow gaps You will receive a clean validation report with clearly documented findings so your team can quickly identify and fix issues before production usage. I’m detail-oriented, responsive during testing cycles, and comfortable working with financial logic verification inside SaaS environments. Looking forward to supporting your validation process. Best regards, Yuvraj
$140 CAD dalam 5 hari
0.0
0.0

LEDGER I have reviewed your complete 15‑step validation workflow and can execute it end‑to‑end with accuracy. With over sixteen years of experience in financial due diligence, working capital analysis, cash flow reviews, and transaction‑level auditing across EY and Qualicentric, I’ve handled complex financial structures, margin validations, and reconciliation processes similar to what your SaaS system requires. I have led financial modelling, QoE-style reviews, and audit‑ready reporting, ensuring formulas, transfers, and calculations hold up under scrutiny. My background includes reviewing statements, detecting inconsistencies, validating earnings adjustments, and ensuring data integrity across proposal-to-project flows. I can thoroughly test setup, pricing tables, staff bonuses, time tracking, profit‑sharing logic, withdrawals, and ledger entries, documenting every issue with clear expected vs. actual outputs. With experience managing large teams and multiple international engagements, I bring both precision and structured reporting. I’m ready to begin immediately and deliver a complete, accurate audit aligned with your requirements.
$140 CAD dalam 7 hari
0.0
0.0

LEDGER : Hi I am Chartered Accountant and I have experience in Auditing of business not only financial audit but internal audit also. I can help you with your requirements.
$200 CAD dalam 15 hari
0.0
0.0

LEDGER! For your financial validation, I'll automate formula checks using Python scripts to cross-reference ledger entries against SaaS math models. ERP system integrations will ensure real-time data alignment. I'll structure test cases for edge scenarios, including multi-currency and revenue recognition rules. All calculations will be logged with traceable audit trails. I provide free technical revisions after delivery.
$137 CAD dalam 7 hari
0.0
0.0

LEDGER — I reviewed your validation workflow and I’m confident I can execute it accurately. I have strong experience in finance and business management, and I’m comfortable working in a fast-paced environment. I’m detail-oriented and used to checking margins, pricing logic, and data consistency across workflows.
$140 CAD dalam 7 hari
0.0
0.0

Hello, I am very interested in your project. I have experience in data entry, Google search, and Excel. I can deliver clean and accurate data on time. I am ready to start immediately. Thank you.
$140 CAD dalam 7 hari
0.0
0.0

Hello, Thank you so much for posting this opportunity. It sounds like a great fit, and I’d love to be part of it! I’ve worked on similar projects before, and I’m confident I can bring real value to your project. I’m passionate about what I do and always aim to deliver work that’s not only high-quality but also makes things easier and smoother for my clients. Feel free to take a quick look at my profile to see some of the work I’ve done in the past. If it feels like a good match, I’d be happy to chat further about your project and how I can help bring it to life. I’m available to get started right away and will give this project my full attention from day one. Let’s connect and see how we can make this a success together! Looking forward to hearing from you soon. Thanks in advance!
$250 CAD dalam 7 hari
0.0
0.0

Hi, I am a QA tester and have practiced testing websites by identifying bugs and writing detailed reports. I can: - Test your application thoroughly - Provide clear bug reports with screenshots - Ensure smooth user experience I am sincere, quick to learn, and ready to start immediately. Thank you.
$150 CAD dalam 7 hari
0.0
0.0

I can help you validate your SaaS math, formulas, and ledger with the precision of a senior CFO. After 25+ years building and auditing financial models in complex, high‑volatility environments, I’m used to detecting inconsistencies fast and delivering clear, actionable corrections. I work efficiently, communicate clearly, and can complete this review with a concise report of discrepancies and recommendations. Best regards, Carlos E. Ovalles
$220 CAD dalam 4 hari
0.0
0.0

LEDGER, as an experienced freelance financial analyst with a strong background in mathematics including Data Analysis, I possess the skills required for your project. My multi-faceted expertise will enable me not only to execute your detailed workflow with precision but to identify and resolve any issues encountered along the way. Over my career, I've leveraged my advanced knowledge of profit margins, commission structures, and ledger balancing to ensure the accuracy and integrity of financial data for numerous organizations. Moreover, my experience in validating software systems further highlights the value I can bring to this project. I've previously had hands-on experience testing and evaluating SaaS, financial software, and ERP systems. This has made me adept at spotting mathematical discrepancies, logical flaws in formulas as well as general bugs that might occur during system operation. I appreciate the importance of identifying exactly where a formula breaks down and how it should be fixed. I understand that clear documentation is key in providing insights into the issues found and steps taken towards resolution. With this in mind, hiring me ensures that your SaaS math, formulas and ledger will undergo no mercy or not spärn any chance which is extremely necessary in order to maintain high accuracy respected of finance platforms.
$200 CAD dalam 7 hari
2.6
2.6

Hello, I am Warda Haider, a seasoned professional with a strong background in ERP and Software Testing. I have extensive experience in validating financial systems and ensuring accuracy in profit-sharing formulas. I am confident in my ability to meticulously follow the outlined validation protocol, identifying any discrepancies or bugs in the SaaS platform. My expertise in QA testing for financial software, SaaS, and ERP systems makes me an ideal candidate for this project. - MY WORK STATS: ✨ https://www.freelancer.com/u/XanvraTECH I look forward to discussing how I can contribute to validating your SaaS math, formulas, and ledger. Let's connect for a detailed conversation on your project requirements. Best regards, Warda Haider
$100 CAD dalam 4 hari
0.0
0.0

Saint-Jérome, Canada
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