Financial Modeling Excel Specialist by

I’m an independent insurance and financial advisor based in Maharashtra, India, and I’m looking for an experienced Excel developer to build a modular financial planning workbook tailored for the Indian market.

The workbook will be used for client-facing advisory and internal analysis. It should be clean, formula-driven, and easy to update manually. I prefer offline control—no macros or external plugins.

Deliverables:

Create an Excel workbook with the following sheets:

1. Capital & Liquidity Analysis
- Personal details, expenses, income, assets
- Capital gap estimation for death and retirement
- Conditional formatting for surplus/shortfall

2. Health Coverage Mapping
- Insurance types, sum insured, premium, renewal dates
- Highlight expired or missing coverage

3. Goal-Based Planning
- Goals like child education, marriage, second home, retirement
- SIP calculator and shortfall tracker
- Priority filter and progress bar

4. SIP Tracker
- Monthly SIPs, CAGR, projected corpus
- Compound interest formula integration

5. Premium Calculator
- Term life and health insurance premium estimator
- Age-based lookup or slider logic

Technical Requirements:

- Excel formulas (no VBA/macros)
- Conditional formatting
- Dropdown menus
- Named ranges
- Print-friendly layout
- Modular design for easy updates

Ideal Candidate:

- Strong experience in financial modeling and Excel dashboard creation
- Familiarity with Indian insurance and investment products
- Able to deliver clean, well-documented workbooks
- Bonus: Experience working with advisors or PoSPs

Budget:
₹1,000–₹2,500 depending on quality and turnaround time
(Please quote your rate and estimated delivery time)

Timeline:
Looking to finalize and begin work within the next 3–5 days.

How to Apply:
Please share:
- A brief summary of your experience
- Sample Excel dashboards or templates (if available)
- Your estimated timeline and cost