Excel Workbook for Data Analysis & Financial Calculations

Job ID: 38156613

Budget: $250 – $750 USD

I'm in need of an excel expert to create a comprehensive workbook for me. The workbook will be used for data analysis and financial calculations. Here is an overview of the project:

- **Data Analysis**:
- I will be inputting financial statements data into the workbook for analysis.
- The workbook should have the capability to perform detailed data analysis on this information.

- **Financial Calculations**:
- The workbook should also have the ability to perform various financial calculations based on the input data.

- **Results Presentation**:
- The results should be presented in the form of **Summary Reports**.

The ideal freelancer for this job should:
- Be highly proficient in Excel.
- Have experience in creating workbooks for data analysis and financial calculations.
- Be able to create an intuitive and well-organized workbook that can handle financial statements efficiently.

- Be able to calculate compound growth.
- Create If/then functions in excel
- Reference income tax brackets
- Create flow charts
- Implement complex formulas

I want to create a financial planning tool in Excel. The user will input their basic demographic data, their income, and expenses. The workbook will calculate their net worth and cash flow. It will analyze their financial goals to determine if the goals are feasible. There will be financial calculators to help users understand the cost of debt and how to pay down debt early.

Below is a sample of what I am looking for. I would like this to be very intuitive and easy to use. I would also like clean forms and the ability to print a PDF from the data.