Excel Financial Data Analysis

I will provide you with raw transactional data drawn from our accounting system and need it transformed into clear, reliable financial insights inside Excel. The focus is strictly on data analysis—specifically financial analysis—so accurate treatment of revenues, costs, and period-over-period movements is critical.

You will be working in a standard Excel environment (Microsoft 365), making full use of formulas, PivotTables, Power Query, and any other native features that help uncover trends, variances, and key drivers in the numbers. If an elegant macro or lightweight dashboard naturally streamlines the work, feel free to include it, but the priority is rock-solid analysis.

Deliverables
• A clean, well-structured workbook with all supporting calculations separated from presentation sheets
• A concise summary sheet that communicates the main findings in plain language and simple visuals
• Short documentation so I can follow, audit, and extend your methodology later

I will share sample data and clarify any account-specific treatments as soon as we begin.