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Financial Spreadsheet : We require an Excel Expert to create a financial spreadsheet for our organisation

$250-750 AUD

Completed
Posted about 3 years ago

$250-750 AUD

Paid on delivery
We are a service company and would like to enter financial details into a spreadsheet from our accounting system and service management system to provide a weekly snapshot of the business to report to management. Management would like to see a report / dashboard of the following: 1. Bank Balance: identifying each bank account eg working account, term deposits etc (up to say 10 accounts) 2. Income: - How much money is owed to us eg Receivables. eg money owed to us. 3. Payables: A breakdown of all money we owe out eg, creditors, credit cards, Australian Tax Office (GST, Payroll, BAS) 4. How much money paid out in a week eg wages, suppliers, other 5. How much money received (Banked) within the week. 6. (a) Work in progress (WIP) current value of jobs started, (b) Work completed (Ready to be invoiced this week), (c)Work pending (yet to start but purchase orders received). (d) other 7. Purchase orders we have issued which have not been invoiced to us yet 8. Money owed in employee entitlements such as long service leave, holiday leave, Rostered days off etc 9. We would like to have an entry screen where the data can be entered into easy (eg entry screen). 10 .The report would need to provide an overview (snapshot) if figures have gone up or down from the previous week. 11. Cashflow for the week. We can get a report from our accounting package which we can export to excel so if we could extract figures from that would save on manually entering. Any other info, please feel free to contact me.
Project ID: 29004835

About the project

60 proposals
Remote project
Active 3 yrs ago

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$0 AUD in 4 days
4.8 (384 reviews)
8.1
8.1
60 freelancers are bidding on average $462 AUD for this job
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Hi, Greetings! ✅ I have checked and gone through the project details and I am very skilled in it. ✅Completed Time: In project deadline We have worked on 640 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion.. Thank you Sandeep Digital screencast
$500 AUD in 10 days
4.9 (470 reviews)
8.3
8.3
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Hello I am an excel and dashbord expert holder on an MBA yes we can automate the data pull from your accounting system exported file dashboard will be dynamic and interactive can we discuss more ? John
$500 AUD in 7 days
5.0 (187 reviews)
6.4
6.4
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Hello, I have thoroughly read your project details. The required skills match my expertise and I would love to work with you on this project. You can check my recent reviews in excel projects. https://www.freelancer.com/projects/excel/Excel-expert-calculate-daily-cattle/details I am a qualified and experienced professional having in-depth knowledge and vast experience in Accounting and Finance, enabling me to perfectly manage your project. I am sure my experience and skills will deliver the best results. I offer quality, accuracy and long term support. You can initiate the chat or send me a message so that we can discuss the project in detail and move forward. Looking forward for working with you. Regards, Hamid
$325 AUD in 7 days
5.0 (61 reviews)
5.6
5.6
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Hi, I am a Finance & Accounting Professional with MBA Finance, CMA qualifications and have experience in Finance & Accounting functions. I have expert knowledge & working experience in Financial statements, Excel and would be able to build a dashboard, Income statement, Balance sheet, MIS report for the company. The above would be delivered with high integrity within agreed timelines. Quality is the essence of my delivery and I get into specific details for clarity and efficiency. Looking forward to work with you, Thank you
$270 AUD in 7 days
4.8 (62 reviews)
6.0
6.0
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Hello, I am Financial Analyst. I can prepare your required spreadsheet. I have prepared already this sheet. Please have a look: https://www.freelancer.com/projects/excel/High-Level-google-access-excel/reviews Looking forward to hearing from you. Regards; Younus
$500 AUD in 10 days
4.9 (48 reviews)
5.6
5.6
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Hi, I have more experiences in Visual Basic, MS EXCEL and VBA. I can write your Financial Spreadsheet . We can build software in Visual Basic or MS Access Database. Offering many other software solutions and suggestions IF NEEDED. Feel free to discuss. Thanks
$500 AUD in 10 days
5.0 (45 reviews)
5.3
5.3
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Hi, I have come across your post and I can enter financial details into spreadsheet as you require. A bit about myself, my academic qualification is Chartered accountant. For the past seven years I have gained considerable experience using various accounting software including Quickbooks (both online and Pro), Xero, Zoho, Tally, SAP. I am also proficient in the advance use of Microsoft Excel, Google Drive and Google Sheets.
$250 AUD in 1 day
5.0 (57 reviews)
5.4
5.4
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P.s One of our team member is a CFA L3 candidate (in addition to MBA in Banking & Finance) while another team member is a Chartered Accountant (CPA/ACCA Equivalent). We understand that this is a corporate level work and would require certain level of professionalism. Since our team has about 2 decades of combined work experience in different industries/sector and continues to be associated with reputed corporates, we believe our team is best placed to serve your need. Proof of qualifications available on request Sample work/blog available on request Also available for one on one interview prior to job allocation, if required. Let's chat further to know each other's needs so that the job could be completed efficiently.
$250 AUD in 3 days
5.0 (31 reviews)
4.8
4.8
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Hi there, I am an Australian myself! I have a Bachelor of Business Administration and a Masters in Financial Planning. I have two years experience as an operations analyst where my role was to generate and maintain various excel reports into a presentable format for the business executives. This included tables, graphs and basic macros to enable data to be updated on a summary page once pasted into a seperate page. I believe I’ll be able to provide what you require in a timely fashion and am happy to collaborate to ensure what I present is exactly what you require. Thanks Ash
$556 AUD in 7 days
5.0 (7 reviews)
3.8
3.8
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Hi, I am a data analyst with more than 5 years of experience. I am an expert in : ☑️ SPSS, SPSS Modeler, AMOS; ☑️ STATA , EVIEWS, Minitab; ☑️ Excel (VBA, Macros) ☑️ R Programming Language ☑️ Python I can do any job related to: ☑️ Data Entry; Data Processing; Data Visualization, Data Reliability ☑️ Data analysis, Data scientist; Statistical Analysis; Mathematics ☑️ Data Mining: Factor analysis, Principal Component Analysis, Regression (Simple, Multiple, logistic, hierarchical, Poisson), MCA, PCA, FCA, Clustering, ANOVA, AMCOVA, ANCOVA, MANOVA... ☑️ Econometric: Panel Data, Pooled Data, cross-section Data, Probit, Logit, Multinational Logit, scoring, Economics modeling, Tobit. ☑️ Time series analysis : ARMA, VAR, ARDL, VECM. ☑️ Statistical and economic modeling, ☑️ Scientific paper writing.# ☑️ Microeconomics and macroeconomic analysis ☑️ Statistics and probability tutoring
$400 AUD in 7 days
5.0 (4 reviews)
3.6
3.6
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Hi there, I'm really excited with your project. I have experience in excel so I can help you making excel dashboard/report based on your requirements. Let's discuss via message. I look forward to working on this project with you. Thank you/Fanzy
$750 AUD in 7 days
5.0 (11 reviews)
3.0
3.0
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Hi there, I'm glad to help you to create a financial spreadsheet, we're a team of CPA's, Chartered Accountant & Company Secretary professionals who can do the following task for you. We have got experience in writing the research reports, case reports, financial reports, modeling, P&L, cashflow management, and overall financial management. We're also proficient with Turbotax, Quickbooks, Mint, Advanced Excel, SAP Intuit, Proconnect etc. Let's connect and discuss ahead. Regards, Vishal
$750 AUD in 7 days
5.0 (2 reviews)
1.7
1.7
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Hello I am happy to help you with your job. We are an outsourcing company based in Sri Lanka providing outsourcing services such as data entry, bookkeeping, accountancy and taxation to clients based in UK, Canada, Australia and Maldives.
$556 AUD in 7 days
5.0 (1 review)
1.4
1.4
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Hello, I am a certified accountant from Argentina. I have more than 10 years of experience and my own Firm. I believe I can help you with your project, since I have the skills needed for it. Although I have no experience in Freelancer I am honest, hard working and resolutive. I appreciate you considering me for your project. Regards
$460 AUD in 7 days
5.0 (1 review)
0.6
0.6
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Hi there, Dear A Chartered Account can understand such requirement in a better and exceptional way. Because the institute of CHATERED ACCOUNTANS polishes their respective members to shine professionally. My diversified industrial and firm experience enables me to bid on this project. Following ASSURANCES, you will get from here: Professional Work. In depth analysis. Quick understanding of Requirement. Adaptive to the Actual Instructions. As per the International Standards. Nominal Cost. Here is my profile link, from where you can make a quick assessment of my services and quality of work. https://www.freelancer.com/u/Idealsolution004 Warmest regards
$250 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, Based on my past knowledge and experience, I shall be able to complete this job with accuracy. I have vast experience (7+years) in creating reports and dashboards in spreadsheets and power point to deliver to higher management. I will be able to share more details with you if required. Please feel free to discuss. Thanks, Preeti Mund
$300 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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I am finance expert (Hi, I have gone through your job description and I am very interested to work on it. I will deliver the best quality with 100% guaranty. I have read through the instruction and I believe I am the best to handle this work. If you have additional information kindly share to make sure that the work attains the desired quality.)
$620 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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I am a professional individual who always focuses on 100% accuracy, quality of work, deadlines, and data security. I have good knowledge of Ms-word, Ms-excel, Ms PowerPoint. I have Good communication skills, Responsible, Dedicated and willing to learn new things. I pay great attention to details.
$300 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, Dear Sir/Madam, I am professional financial manager, Bookkeeper and have over 18 years of experience. I am expert in accounting spread sheets and data analysis. I will work with you on a long relationship and give me a chance to finish your project on my minimum cost. Waiting for your response and details. Thanks.
$500 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello I am experienced in working with Microsoft Excel and payroll management system and I want to do work like this so please accept my bid.
$500 AUD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Fyshwick, Australia
5.0
1
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Member since Jan 20, 2021

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