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Do some Excel Work

$15-25 AUD / hour

Completed
Posted over 9 years ago

$15-25 AUD / hour

I own a Financial Planning firm and I want to build an Excel spreadsheet that helps me make budget forecasts for revenue and expenses, gives me an accurate idea of my future cumulative cash position, helps me reconcile payments, and gives me some reports. To date I have been using the Nexus Cashflow spreadsheet attached. Notes on how I have been using it are also attached. I have also built a new spreadsheet called Money Spreadsheet (also attached) so that I can more accurately predict incoming revenue. The idea was for those of my staff involved in each step of the process to enter data into the Money spreadsheet as the process met the milestone. My idea was to combine both spreadsheets and add some additional reporting functions but it is all getting too hard for my limited Excel knowledge. I don't mind starting again if there is a better way to do it. Can someone please help? Steve
Project ID: 6615824

About the project

16 proposals
Remote project
Active 10 yrs ago

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Qualified and Certified Chartered Accountant with experience. I have done lots of assignments for Students. I also have written Accounting and Finance paper. Please consider my bid and allow me to start work on it. Thanks..!!
$20 AUD in 3 days
4.9 (8 reviews)
4.3
4.3
16 freelancers are bidding on average $21 AUD/hour for this job
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Hi Steve. I am Usman and I am currently working as an investment consultant. I would be glad to design a financial model for you to keep track of expenses and revenue. Instead of merging both sheets, we can come up with a new design that would be more accurate and precise. Kindly discuss. Regards.
$20 AUD in 10 days
5.0 (44 reviews)
6.0
6.0
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Sir, I am well versed in this kind of jobs and can do your project as per requirement. I have done lots of these kind of projects and will deliver flawless work Looking for further discussions in this regard. with thanks and regards
$22 AUD in 10 days
4.6 (80 reviews)
6.0
6.0
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Hi, I have more than 14 years of exp and I am expert in this kind of work. I have completed more than 215 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
$25 AUD in 3 days
5.0 (95 reviews)
5.8
5.8
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Greetings Steve! I am certified accountant and have 5 years of experience in computerised accounting. Also I have vast experience in excel based financial models and can now make a wide variety of these. Likewise I will be happy to assist you with this project. My service included post project reviews and I don't ask to release money unless client is 100% satisfied no matter how many times I have to re-edit the model. I would be happy to listen from you. Thank you
$25 AUD in 10 days
4.9 (65 reviews)
5.7
5.7
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12+ years of experience in: investment banking, financial research and analysis, accounting. CFA and ACCA candidate. Extensive experience with VBA, Excel, Word, Access, PowerPoint. Professional expert in financial accounting assignments. Professional expert in cost accounting assignments. Expertise in management accounting assignments. Professional expert in assignments of auditing. Expertise in solution writing assignments of financial,cost and management accounting. Vast experience in preparing financial statements. Audit related assignments expert.
$21 AUD in 3 days
4.6 (18 reviews)
5.2
5.2
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Hi, Thanks for posting the project. It seems very interesting. Your requirement resembles a customized CRM tool, which can provide you information regarding work-flow, resource utilization, alerts/notifications etc and thus help in better planning and execution. We can definitely execute it in excel. I would like to show a similar tool, which I prepared for a mobile service company. These tools normally have 3 parts: 1) User interface: Where you can make various inputs and control the program. 2) Database- This needs to be connected to software feed or raw data. 3) Computation logic: To look for work-flow, alerts/notifications based on various conditions etc. Language will be excel VBA. Project will need detailed discussions (probably on Skype) so that program works as per the requirement. My background: I am working as Lead Pricing Analyst in a Fortune 500 MNC. I have worked on pricing models, income statements, value-pricing projects etc. I have worked extensively on business analysis, excel and VBA in my job and here on freelancer as well. I believe I can help in your work. Please have a look at reviews provided by previous employers. Please contact for further discussion. Regards! Vikas
$22 AUD in 10 days
4.9 (17 reviews)
4.8
4.8
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I see your project and i do it as your acceptation. I have 3 years experience to work in a any kind data process Web Scraping, Web Search, Excel,SEO and Photoshop work would like to assure you that I will do my job according your expectation. I have a highly creative data entry studio. Just give me your jobs and find out me. Close communication & ON-TIME delivery ensures a long-term relationship with our valued clients. We believe, goodwill in business is worthier than anything else. I give you drafts and unlimited revisions until your satisfaction. I do through research on every project to get the Best result as well as optimum client satisfaction. I can do your job in a best rate. Thanks
$22 AUD in 5 days
4.5 (81 reviews)
4.6
4.6
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Hi Steve. My name is Cristian, I have a degree in Business and work as a Financial Advisor in a Consulting firm. I have much experience with spreadsheets, formulas and macros. As you can deduce I have the training, knowledge and experience necessary to combine the two spreadsheets and create a new one that meets all the functions you need. I watched your spreadsheets and are a good starting point. It is a complex and challenging work, but I would love to help you. Check my excel reviews and chat with me. Greetings from Argentina.
$23 AUD in 10 days
4.9 (20 reviews)
4.4
4.4
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Hi, I've read the entire description. I have sound knowledge of data entry, Google search and Internet Research jobs. I am a professional user of Office (Word, Excel, Power Point) and other programs. I have 6 years of experience of these kind of work. I had done a same project before. Please give me an opportunity. I have a good typing speed of 45-50 wpm and assure you of good quality work. Please feel free to contact me.
$15 AUD in 14 days
4.7 (15 reviews)
3.7
3.7
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Dear hiring Executive, I am expert in, Web Design and Theme Development, Graphics Design (Adobe Photoshop, Illustrator), Logo design, classified posting, E-bay listing, Data Entry, Email Marketing, Keyword Research, Web Research, MS Office, OCR, Download/Upload, I provide services in a fast & efficient manner including 100% accuracy. Desire you will hire me for this position for excellent results. I have also great experience in the following area.... 1. Great knowledge about all kinds of software Installation. 2. I am expert on Team viewer support remotely. 3. I am available in online. (50-60 hours per week). 4. I have high speed internet connection, Skype, Google drive and drop box and 4shared 5. I have Following ID: Face book/twitter/Google+/eBay/Printest/LinkedIn 6. I have 7 members team, this might increase in future. Waiting for your positive response please. All the best, Md. Syfullah
$22 AUD in 3 days
4.8 (14 reviews)
3.1
3.1
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Hi, I'm experienced in Financial analysis, Accounting and Economics, Project Management and Academic writing. Ready to complete your projects: 1) Writing Business Reports - Business Plan, Investment Memorandum, Financial Performance ... 2) Developing Financial model, Business valuation, Financial Projections 3) Designing and estimation of Econometric models 4) Essays writing in Finance, Economics, Accounting, Business, Management, International trade... Accroding to the established formatting and referencing rules.
$21 AUD in 3 days
5.0 (1 review)
2.9
2.9
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Expert in excel. i have 8+ years of experience. Can we discuss the project. Please initiate a chat with me so that we can discuss the project at a broader level. Why you should hire me- 1. I have a very good communication skills so i would understand you better. 2. Error free work will be there 3. Look at my profile once before hiring me. Please see my reviews https://www.freelancer.com/u/fattahaabdul.html
$26 AUD in 10 days
0.0 (1 review)
3.0
3.0
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I have the requisite skills to accomplish this job with over 25 years business experience for fortune 500 financial services companies in Marketing and Risk Management. I have also been using Excel for over 20years. Some accomplishments that are relative to this job offer are building a financial forecast for credit card product launches. I am most interested in your project and I am highly motivated.
$22 AUD in 15 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Brisbane, Australia
5.0
9
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Member since Feb 11, 2011

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