Comprehensive Monthly Financial Report Creation
Budget: $10 – $100 USD
I need a finance-savvy analyst to transform our raw accounting and sales data into a polished monthly report. The report must cover income and expenses, balance sheet, cash flow statement, equity movements, sales & customer analysis, and stock valuation insights. The finished deliverable is a single, well-structured PDF ready for senior management.
You’re free to mix Power BI, Tableau, and Excel—whichever combination lets you clean, model, and visualise the data most efficiently—so long as the resulting PDF flows logically and the numbers reconcile with our source files. I’ll supply the exports, chart of accounts, and any supplementary data you need.
Acceptance criteria:
• All six sections are complete and accurate against the source data
• Visuals are clear, intuitive, and branded with our colour palette
• Report can be refreshed next month with minimal rework (please include editable files or dashboards)
I’d like a first draft within a week of kickoff and one revision round before sign-off.
You’re free to mix Power BI, Tableau, and Excel—whichever combination lets you clean, model, and visualise the data most efficiently—so long as the resulting PDF flows logically and the numbers reconcile with our source files. I’ll supply the exports, chart of accounts, and any supplementary data you need.
Acceptance criteria:
• All six sections are complete and accurate against the source data
• Visuals are clear, intuitive, and branded with our colour palette
• Report can be refreshed next month with minimal rework (please include editable files or dashboards)
I’d like a first draft within a week of kickoff and one revision round before sign-off.