Consolidated Financial Statement & Forecast (Excel)
Budget: $30 – $250 USD
This project needs to be completed TODAY!
I need a single, well-structured Excel workbook that covers two items:
1. A set of summary consolidated financial statements built from the data I will supply. The statements should follow standard formatting, use clear formulas so I can trace every line, and stay faithful to the source figures.
2. A concise forward-looking forecast in the same file. Because I did not lock us into a specific forecasting style, please choose the approach you feel best suits the data—sales, expenses, cash flow, or a blend—just state your logic in a short note inside the sheet.
Key points to keep in mind
• The entire job should be achievable within roughly six hours.
• Flag every assumption directly in the sheet: note the cell or range, what you assumed, and why.
• Keep the workbook clean—separate tabs for statements, forecast, and assumptions, with formulas visible and no hard-coding where data can flow.
Once finished, have ready the Excel file; along with a detailed write up of your thought process, assumption, logics, calculations etc in Word versions! If anything in the dataset seems unclear, let me know promptly so we can keep the timeline on track.
I need a single, well-structured Excel workbook that covers two items:
1. A set of summary consolidated financial statements built from the data I will supply. The statements should follow standard formatting, use clear formulas so I can trace every line, and stay faithful to the source figures.
2. A concise forward-looking forecast in the same file. Because I did not lock us into a specific forecasting style, please choose the approach you feel best suits the data—sales, expenses, cash flow, or a blend—just state your logic in a short note inside the sheet.
Key points to keep in mind
• The entire job should be achievable within roughly six hours.
• Flag every assumption directly in the sheet: note the cell or range, what you assumed, and why.
• Keep the workbook clean—separate tabs for statements, forecast, and assumptions, with formulas visible and no hard-coding where data can flow.
Once finished, have ready the Excel file; along with a detailed write up of your thought process, assumption, logics, calculations etc in Word versions! If anything in the dataset seems unclear, let me know promptly so we can keep the timeline on track.