Merge & Format Financial Docs

Job ID: 39929654

Budget: $250 – $750 USD

I have a Word report and several Excel sheets that need to become one polished, client-ready document focused solely on our financial data. Your job is to pull the numbers from Excel, place them into well-organized tables inside Word, and apply clear, professional styling throughout.

Scope of work
• Combine the existing Word narrative with the latest Excel figures, ensuring the data stays accurate and consistent.
• Build all financial tables directly in Word—no screenshots—so they remain editable.
• Apply the following table formatting exactly as specified:
– Color-coded cells to highlight key metrics
– Borders and shading for readability
– Custom fonts and sizes that match my brand guidelines
• Insert an automatic table of contents and refresh all captions or references so the document updates itself when data changes.
• Deliver a clean, self-contained .docx file plus the updated source Excel workbook.

I’ll supply the current Word draft, the Excel files, and brand style references as soon as we start. I expect a mid-level, detailed finish: precise alignment, consistent spacing, and a clear hierarchy of headings.

If you’re fluent in advanced Word styles, table design, and cross-file linking, I’d love to see examples of similar work and hear your estimated turnaround time.