Financial Excel Automation & Analysis
Budget: $2 – $8 USD
I have a series of income statements and balance sheets that need to be turned into a clear-looking, fully automated workbook. Your main goals will be to clean up the existing spreadsheets so they are easy to read, create VBA routines that pull in new monthly data at the click of a button, and run focused financial analysis on the results.
For the analysis itself, I’m interested in the classic financial ratios and comparative period insights that help spot performance shifts quickly. I’ll supply the raw statements in their current layout; you’ll reformat them into a consistent structure, build dynamic dashboards with charts and conditional-formatting cues, and document any assumptions inside the file.
Acceptance criteria:
• A single .xlsx file with locked-down formulas and a clearly labeled “Input” sheet for future data drops.
• VBA macros that import new CSVs or pasted ranges, refresh calculations, and update all visuals without errors.
• A brief read-me tab outlining macro triggers, key formulas, and where to extend the model.
I work in the latest Microsoft 365 environment, so feel free to leverage modern functions along with classic VBA. If this sounds like a routine you can set up efficiently, let’s get started.
For the analysis itself, I’m interested in the classic financial ratios and comparative period insights that help spot performance shifts quickly. I’ll supply the raw statements in their current layout; you’ll reformat them into a consistent structure, build dynamic dashboards with charts and conditional-formatting cues, and document any assumptions inside the file.
Acceptance criteria:
• A single .xlsx file with locked-down formulas and a clearly labeled “Input” sheet for future data drops.
• VBA macros that import new CSVs or pasted ranges, refresh calculations, and update all visuals without errors.
• A brief read-me tab outlining macro triggers, key formulas, and where to extend the model.
I work in the latest Microsoft 365 environment, so feel free to leverage modern functions along with classic VBA. If this sounds like a routine you can set up efficiently, let’s get started.