Excel Financial Budget Forecast Analysis
Budget: £250 – £750 GBP
I need an Excel specialist who can turn raw financial figures into a clear, forward-looking budget forecast. I already have several years of revenue and cost data; what’s missing is a reliable model that tells me where the numbers are heading and a dashboard that lets me track performance against that plan.
You will start by organizing the data, applying the right mix of Power Query hygiene, structured tables, and named ranges so the workbook stays clean as new periods are added. From there, build a forecasting engine—formulas, PivotTables, maybe a touch of Solver or simple regression if it tightens accuracy—that rolls revenue, direct costs, and overhead into monthly, quarterly, and annual projections. A concise summary sheet should translate the forecast into KPIs and visualizations (think sparklines and standard Excel charts) so I can spot variances at a glance.
Acceptance criteria:
• One Excel workbook containing a dynamic, fully linked forecast model.
• A summary dashboard that updates automatically as underlying data change.
• Short, in-sheet instructions noting where to paste future data and how to refresh results.
If you see opportunities to streamline with light VBA touches, great, but the heart of the job is data analysis on financial numbers for budget forecasting.
You will start by organizing the data, applying the right mix of Power Query hygiene, structured tables, and named ranges so the workbook stays clean as new periods are added. From there, build a forecasting engine—formulas, PivotTables, maybe a touch of Solver or simple regression if it tightens accuracy—that rolls revenue, direct costs, and overhead into monthly, quarterly, and annual projections. A concise summary sheet should translate the forecast into KPIs and visualizations (think sparklines and standard Excel charts) so I can spot variances at a glance.
Acceptance criteria:
• One Excel workbook containing a dynamic, fully linked forecast model.
• A summary dashboard that updates automatically as underlying data change.
• Short, in-sheet instructions noting where to paste future data and how to refresh results.
If you see opportunities to streamline with light VBA touches, great, but the heart of the job is data analysis on financial numbers for budget forecasting.