Excel Specialist for Customized Financial Workbook
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.
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.
Related categories:
Visual Basic
Data Processing
Excel
Microsoft Access
Financial Analysis
Excel Macros
Data Analysis
Data Management