Excel Specialist for Customized Financial Workbook

Job ID: 40113907

Budget: $10 – $30 USD

am looking for an experienced Excel specialist to help me build a customized financial control workbook.

Currently, I manage 4 daily control sheets in one Excel file, and I need them to be fully consolidated into a single structured database with automated reports and pivot tables.

cope of Work:

Consolidate 4 daily control sheets into one master database.

Clean and normalize all data fields.

Create dynamic Pivot Tables for:

Billing / Revenue by date

Payments to contractors

Payments to employees

Profit by date (Revenue – Contractor payments – Employee payments)

Build a professional dashboard with charts to visualize:

Daily and monthly revenue

Contractor and employee expenses

Profit trends

Add filters by:

Date

Project / Job

Contractor / Employee

Make the file fully automated so new daily data is added easily without breaking formulas.

Requirements:

Advanced Excel knowledge (Pivot Tables, Power Query, dashboards, formulas).

Experience building financial reports.

Clear communication in English.

Ability to deliver a clean and easy-to-use template.

Deliverable:

A ready-to-use Excel file with:

Consolidated database

Automated Pivot Tables

Interactive financial dashboard

Please include examples of similar projects and the estimated delivery time.