Credit Risk Assessment Excel Module
Budget: ₹100 – ₹400 INR
I need a comprehensive Excel template for a credit risk module. This module will primarily be used for assessing the creditworthiness of potential clients or partners.
Key Features Required:
- The ability to assess creditworthiness using various types of data including financial statements, transaction history and financial statistics.
- A user-friendly interface that can present complex data in an understandable way.
Ideal Skills:
- Expertise in MS Excel with advanced knowledge of its functions and capabilities.
- Experience in finance or credit risk assessment.
- Ability to create intuitive and user-friendly Excel templates.
Purpose: To be able to assess the credit worthiness of a counterparty using financial statistics and ratios to categorize them as High, Low or Medium Risk.
Expectations: To create a template or a module that will allow one to determine whether a bank is high, medium or low risk using a matrix system in excel. Using Bloomberg as the source of information would be a plus. For example, in the template, all potential banks are listed with financial statistics and ratios populated from Bloomberg as the source. However, I am unable to interpret the data presented. I would like to now categorize the banks data using a proper method, to place them in a matrix or a category that determines the level of risk.
Key Features Required:
- The ability to assess creditworthiness using various types of data including financial statements, transaction history and financial statistics.
- A user-friendly interface that can present complex data in an understandable way.
Ideal Skills:
- Expertise in MS Excel with advanced knowledge of its functions and capabilities.
- Experience in finance or credit risk assessment.
- Ability to create intuitive and user-friendly Excel templates.
Purpose: To be able to assess the credit worthiness of a counterparty using financial statistics and ratios to categorize them as High, Low or Medium Risk.
Expectations: To create a template or a module that will allow one to determine whether a bank is high, medium or low risk using a matrix system in excel. Using Bloomberg as the source of information would be a plus. For example, in the template, all potential banks are listed with financial statistics and ratios populated from Bloomberg as the source. However, I am unable to interpret the data presented. I would like to now categorize the banks data using a proper method, to place them in a matrix or a category that determines the level of risk.