Dynamic Excel Financial Scoring Model -- 2
Budget: $30 – $250 USD
I am building a robust Excel-based model that reads a company’s raw financial statements, calculates a full suite of ratios, applies my predefined weightings, and then assigns each firm to one of five categories: Excellent, Good, Average, Pass, or Fail.
Core workflow
• A password-protected input sheet prevents accidental deletion while remaining easy to update.
• New years or new companies will simply be appended to the existing database; no copy-paste or structural edits should ever be required.
• Behind the scenes, the model must compute standard liquidity, profitability, and leverage ratios (plus room for any additional metrics I may add later), score them, multiply by the given weightage, and produce a single final score.
• A dynamic summary sheet lists every company in descending score order and, in a separate section for each industry, shows: company name, industry tag, three-year average for every ratio, and the final rating. One click refresh should update all rankings automatically.
Acceptance criteria
1. All ratio formulas trace correctly to the raw data with no hard-coding.
2. Adding a new row of data and Formula are calculate automatically
3. Sheets, ranges, and VBA (if used) are clearly labeled and unlocked only where edits are intended.
4. Results are dynamic everytime new data is added.
Deliverables
– Finished Excel workbook meeting the above criteria
– Brief user guide explaining how to append data and regenerate results
- Complete within 24 hours
If you have experience building audit-friendly financial models with automated ranking logic, I’m looking forward to seeing how you would approach this.
BID FOR THE PRICE YOU FEEL IT IS WORTH YOUR TIME. DO NOT BID LOW AND THEN ASKING FOR PRICE REVISION.
DO NOT SPAM MY INBOX. IF YOU DO, THEN AUTOMATICALLY WON'T BE SELECTED.
Core workflow
• A password-protected input sheet prevents accidental deletion while remaining easy to update.
• New years or new companies will simply be appended to the existing database; no copy-paste or structural edits should ever be required.
• Behind the scenes, the model must compute standard liquidity, profitability, and leverage ratios (plus room for any additional metrics I may add later), score them, multiply by the given weightage, and produce a single final score.
• A dynamic summary sheet lists every company in descending score order and, in a separate section for each industry, shows: company name, industry tag, three-year average for every ratio, and the final rating. One click refresh should update all rankings automatically.
Acceptance criteria
1. All ratio formulas trace correctly to the raw data with no hard-coding.
2. Adding a new row of data and Formula are calculate automatically
3. Sheets, ranges, and VBA (if used) are clearly labeled and unlocked only where edits are intended.
4. Results are dynamic everytime new data is added.
Deliverables
– Finished Excel workbook meeting the above criteria
– Brief user guide explaining how to append data and regenerate results
- Complete within 24 hours
If you have experience building audit-friendly financial models with automated ranking logic, I’m looking forward to seeing how you would approach this.
BID FOR THE PRICE YOU FEEL IT IS WORTH YOUR TIME. DO NOT BID LOW AND THEN ASKING FOR PRICE REVISION.
DO NOT SPAM MY INBOX. IF YOU DO, THEN AUTOMATICALLY WON'T BE SELECTED.