Extract & Analyze Financials 2018-24
Budget: $10 – $30 USD
I have an Excel workbook that already holds annual data for 2018-2024 across four tabs—Balance Sheet, Income Statement, Cash Flow Statement, and Financial Ratios. I need a concise, easy-to-follow analysis built around this file.
Scope
• Balance Sheet focus: provide the most granular breakdown and highlight year-over-year shifts in major asset, liability, and equity lines.
• Income Statement checkpoints: call out trends in Revenue, Operating Income, and Net Income without re-creating every line item.
• Key ratios: summarise Profitability, Liquidity, and Solvency ratios that are already on the fourth sheet, flagging any red or green lights.
Deliverables
1. A cleaned-up Excel copy with:
– a summary dashboard or sheet that aggregates the above points;
– simple conditional formatting to spot material changes.
2. A brief written note (1–2 pages or a slide) explaining the headline findings and any obvious risk or upside signals.
Keep formulas transparent and avoid external links so I can update the file myself later. A quick turnaround and clear presentation matter more than exhaustive narrative.
Scope
• Balance Sheet focus: provide the most granular breakdown and highlight year-over-year shifts in major asset, liability, and equity lines.
• Income Statement checkpoints: call out trends in Revenue, Operating Income, and Net Income without re-creating every line item.
• Key ratios: summarise Profitability, Liquidity, and Solvency ratios that are already on the fourth sheet, flagging any red or green lights.
Deliverables
1. A cleaned-up Excel copy with:
– a summary dashboard or sheet that aggregates the above points;
– simple conditional formatting to spot material changes.
2. A brief written note (1–2 pages or a slide) explaining the headline findings and any obvious risk or upside signals.
Keep formulas transparent and avoid external links so I can update the file myself later. A quick turnaround and clear presentation matter more than exhaustive narrative.