Excel Financial Data Management
Budget: $10 – $30 USD
I have a pre-built Excel template that tracks financial figures from an annual report. The raw numbers are on a general ledger associated with the report. I need someone who can organize the General Ledger data, enter it accurately, sort it into the right tabs and columns, and then run a quick analysis to be sure everything reconciles to the report.
You will be working solely with financial data—General ledger, financial report, and a few historical comparisons—so precision is essential.
Deliverables
• The updated template populated with the latest data, sorted and validated
• A brief note (or a new sheet) outlining any formulas, lookups, or PivotTables you added, so I can maintain them next cycle
Key Objectives & Deliverables
• Data Integration: Accurate entry and categorization of weekly financial data into the master template.
• Validation & Analysis: Execution of reconciliation checks to identify anomalies using PivotTables and summary metrics.
• Process Optimization: Optional implementation of Power Query for automated data cleaning, ensuring full compatibility with Excel Desktop 365.
• Final Output: A fully populated, validated workbook and a brief technical guide detailing any new formulas or lookups for future maintenance.
Requirements
Accuracy and a quick turnaround will decide the hire. Let me know your experience with financial workbooks, and how soon you could start.
Success in this role demands a background in financial workbook management, extreme attention to detail, and the ability to meet tight turnaround times.
You will be working solely with financial data—General ledger, financial report, and a few historical comparisons—so precision is essential.
Deliverables
• The updated template populated with the latest data, sorted and validated
• A brief note (or a new sheet) outlining any formulas, lookups, or PivotTables you added, so I can maintain them next cycle
Key Objectives & Deliverables
• Data Integration: Accurate entry and categorization of weekly financial data into the master template.
• Validation & Analysis: Execution of reconciliation checks to identify anomalies using PivotTables and summary metrics.
• Process Optimization: Optional implementation of Power Query for automated data cleaning, ensuring full compatibility with Excel Desktop 365.
• Final Output: A fully populated, validated workbook and a brief technical guide detailing any new formulas or lookups for future maintenance.
Requirements
Accuracy and a quick turnaround will decide the hire. Let me know your experience with financial workbooks, and how soon you could start.
Success in this role demands a background in financial workbook management, extreme attention to detail, and the ability to meet tight turnaround times.
Related categories:
Data Processing
Excel
Business Analysis
Financial Analysis
Excel VBA
Excel Macros
Data Analysis
Data Integration