Excel Macro Report Development
Budget: $15 – $50 USD
I'm looking for an Excel expert to help me map out and improve an existing macro that pre-populates reports for my financial planning company. We work with multiple entities, so there are numerous conditions within the Excel sheet.
Key Requirements:
- Collaborate to create recommendation reports under a regulated environment
- Map out and improve the data input process, conditional logic, and output formatting of the macro.
- using mail merge to pre populate PDF application forms
Ideal Skills:
- Proficiency in Excel macros and VBA
- Experience with mail merge on word and PDF
- Strong problem-solving skills
- Ability to work collaboratively
Key Requirements:
- Collaborate to create recommendation reports under a regulated environment
- Map out and improve the data input process, conditional logic, and output formatting of the macro.
- using mail merge to pre populate PDF application forms
Ideal Skills:
- Proficiency in Excel macros and VBA
- Experience with mail merge on word and PDF
- Strong problem-solving skills
- Ability to work collaboratively