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Financial Excel Wizard Needed

$250-750 CAD

Closed
Posted about 2 months ago

$250-750 CAD

Paid on delivery
I'm on the hunt for a seasoned freelancer who thrives in creating Excel templates for financial data reconciliation. My project revolves around intermediate financial data that requires more than a simple two-way match. I work in insurance and need help to develop a reconciliation report template I can use for accounts between our system and he supplier. Would need at least two columns to match policy number and dollar amount. Specific skills and experience desired: - Proficient in Excel, especially in handling intermediate to complex financial data. - Experience in creating custom formulas and potentially working with macros. - Ability to implement error detection mechanisms, a plus. - Skilled in integrating data visualization tools within Excel, highly regarded. Ideal functionalities: - The template must accommodate multiple criteria matching for reconciliation purposes. - Although not required, capabilities such as automatic error detection and data visualization (charts, graphs) would greatly enhance the template's utility. - Open to features like historical data comparison if they bolster the template's efficiency and accuracy. I'm eager to collaborate with someone who can meticulously craft a user-friendly yet powerful Excel template. Feel free to propose innovative solutions or features that you believe could further refine the reconciliation process. Your expertise in Excel and passion for tackling financial data challenges will be the cornerstone of this project's success.
Project ID: 37791108

About the project

65 proposals
Remote project
Active 20 days ago

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65 freelancers are bidding on average $452 CAD for this job
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Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep
$300 CAD in 5 days
4.9 (604 reviews)
8.5
8.5
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Hello, I am an Excel/VBA expert and I would like to help you with your reconciliation template. Please check my profile and contact me to discuss further details. Regards.
$500 CAD in 5 days
5.0 (512 reviews)
8.1
8.1
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Hi there! As I have read, I see you need help creating financial reports in Excel and I could help you! I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Best regards, Giovanni.
$250 CAD in 1 day
4.9 (62 reviews)
7.1
7.1
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Hi There Nice to know your requirement. I have delivered more than Two Hundred Excel Automation Projects in the past five years. Can discuss and work with you to get this task done. Thank you. Durai
$500 CAD in 7 days
5.0 (192 reviews)
7.1
7.1
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I can do it. As 9+ years experiences in these field. I can give good quality work. I have read the guidelines of your work.I believe that i can provide you the best quality works you are anticipating from this platform give me a chance to show you the best i can do at your service.
$600 CAD in 7 days
4.8 (165 reviews)
5.8
5.8
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Hi Hope you are doing good, I can perfectly help you with that in quick turnaround. I am a professional Excel expert holding 7 years of experience in utilizing advance level tools, creating dynamic dashboards and Excel (including VBA and Macro) to perform Data Analysis, Data Visualization, Automation and complex calculations. I will be happy to discuss in detail how I am highly suitable for this project. Kind Regards Arun
$250 CAD in 1 day
5.0 (44 reviews)
5.7
5.7
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Hi There! I have understood the requirements for the task. I have 6+ years of experience in performing Data Analytics, Automation and various other calculations and analysis using VBA, Macro, Power Queries, Pivot tables, and excel based formulas. My expertise is broad and versatile and includes: *Microsoft Excel- Advance formulas -VBA/Macros -Dashboard -Data Analysis -Web-Scraping and Data Entry. *Adobe Acrobat-Fillable forms -Editing and Scripting. *Google Sheets-Advance formulas -Custom Scripts -Dashboard I am Proficient in Microsoft Excel, Adobe CS & CC Photoshop, Illustrator, InDesign, Adobe Acrobat and Google Sheets, and Wordpress I am waiting for a response from your side. Thanks Anjali
$300 CAD in 3 days
5.0 (14 reviews)
5.8
5.8
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Hello, I can do your Bookkeeping job. I am a Professional Accountant with an MBA in Accounting and Information Systems. I am a QuickBooks Pro-Advisor and Xero-certified. I am certified by Duke University, USA in Business Analytics and also Certified in advanced Excel & data analytics from Macquarie University, Australia. I have in-depth knowledge of the business and 10+ years of Managerial experience. I look forward to your project discussing more specifications in the chat box. Best Regards
$500 CAD in 7 days
4.9 (8 reviews)
4.4
4.4
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Hello i can do this, i did similar projects multiple times. i used to work in bank as a reconciler, and i faced so many scenarios of matching methods & ideas let us discuss more to understand what are you looking for, and what are the inputs waiting to hear from you, you have a great one. Thanks & Regards
$450 CAD in 7 days
4.7 (14 reviews)
3.8
3.8
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I have experience creating complex excel templates with custom vba programming and advanced formulas. Data visualization is also something I can do. I am confident I can implement any logic you require and can get to work immediately. I will need to know more about the project and its details to provide an accurate bid.
$750 CAD in 3 days
5.0 (5 reviews)
3.4
3.4
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Hi there, I hope you are doing well! I am Dian from Indonesia, but I live in Madrid. Once I read your description, I am sure I can contribute and deal with this job because this is my field. I have experience becoming a secretary of principal in an International school in Bali for more than 4 years before I moved to Madrid, and several experiences as an assistant online. I had a deal with big Chinese factories to promote and make their website, and I also worked with a professional art artist from Australia to promote her Instagram. I am ready now and can start ASAP. I am also an expert and have great experience in Python, R language, lead generation, web search, web scraping, virtual assistant, product upload on e-commerce sites, Excel, PDF to Word/Excel conversion, data processing, data entry, etc. Please send me a message to discuss more. Thank you. Regards, Dian
$500 CAD in 7 days
4.8 (10 reviews)
3.1
3.1
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Good day, I’m confident that I can tackle your complex financial reconciliation project successfully. With years of experience in data entry and analysis using Excel, it is one of my core competencies. Creating custom formulas, working with macros and creating reconciliation reports involving multiple criteria is second nature to me. Besides, I not only value the accuracy but also believe in maximizing utility by integrating additional functionalities. I have implemented robust error detection mechanisms aimed at enhancing data accuracy and saving valuable time for my clients. My skills in integrating data visualization tools within Excel could greatly improve the template's utility helping you present your insurance financial information in more readable formats such as charts and graphs. Lastly, I am an organized individual that takes deadlines very seriously. If awarded this opportunity, timely delivery will be guaranteed. Your success means my success and that's how we achieve stelar results together. Let me bring my expertise to establish a user-friendly yet powerful Excel template meeting all your needs. I look forward to collaborating with you on this exciting project.
$300 CAD in 3 days
4.7 (7 reviews)
3.3
3.3
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Dear client, I understand your requirement and would be happy to assist you with it. As a financial diligence consultant I have experience in various industries - analysing and creating financial tables -which gives me the edge to understand and process your data. I have a typing speed of more than 75wpm and I have expertise in Excel. My 3 main goals are to 1) deliver high quality work and 2) deliver on time 3)confidentiality of data. Essential skills: pivot tables complex formula building Databasing Data analysis data beautification typing speed - 75wpm. I have 8 years of experience in the industry with BIG 4 companies in financial consultancy firms. My job involves databasing, interpreting and analysing heavy financial files. I am currently residing in New York, and would be able to work on EST. I am new to Freelancer and would love to get a chance to work with you. Regards, Arunima
$525 CAD in 7 days
5.0 (2 reviews)
2.8
2.8
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Dearest, I have experience in the insurance industry and performed data reconciliation process many times. If you don't mind sending some samples I would love to see what I can do to support you. Thank you
$250 CAD in 3 days
5.0 (3 reviews)
2.3
2.3
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Hello, I am an experienced Excel developer with a strong background in creating templates for financial data reconciliation, particularly in the insurance industry. I am well-versed in handling intermediate to complex financial data, custom formulas, and macros. I can create a reconciliation report template that accommodates multiple criteria matching, with features like automatic error detection and data visualization. I am eager to collaborate with you to craft a user-friendly yet powerful Excel template that streamlines the reconciliation process for your accounts. Best regards, Muzafar H
$250 CAD in 1 day
4.8 (4 reviews)
2.5
2.5
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Hey, Guy B., I would like to grab this opportunity and will work till you get 100% satisfied with our work. I am a good and reliable man who has many years of experience on Visual Basic, Data Processing, Data Entry, Excel, Visual Basic for Apps. Lets connect in chat so that We discuss further. Thank You
$500 CAD in 7 days
0.0 (0 reviews)
0.0
0.0
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Having acquired more than a decade of experience in web and mobile app development, I've also honed my skills with data processing and—Excel. My expertise goes beyond the scope of Pivot tables and VLOOKUP; I have worked on complex financial projects that necessitated intermediate data manipulation, formula creation, macros and have utilized error spotting mechanisms. Moreover, I am fully capable and experienced in utilizing data visualization tools for easy comprehension of the financial information. Collaboration means blending your ideas and the expert vision. Despite my impressive portfolio(excuse my boasting ?) I am open to innovative solutions and eager to propose additional features as I proceed with your project. You will not be disappointed when we push the boundaries of Excel wizardry together. Throughout my career, my clients' satisfaction has been the primary measure of success. 'Accurate', 'Efficient', 'User-friendly' are all adjectives that constantly appear in their feedback for my work. Now let me prove myself to you by transforming your requirement from just a project to your go-to financial reconciliation solution!
$500 CAD in 7 days
0.0 (0 reviews)
0.0
0.0
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With over a decade of experience specializing in data management and Excel usage, I am confident in my ability to deliver exceptional work for your financial data reconciliation project. My proficiency spans from basic data entry to complex forecast and budget creation. I am skilled at implementing formulas, automating processes, organizing and analyzing data effectively. One area I’ve specialized in is designing user-friendly templates for financial analysis, which involves multi-criteria matching, error detection and meaningful visualization of data. In fact, my designs are known to enhance both efficiency and accuracy. Your mention of the potential historical data comparison further emphasizes that you’d appreciate a seasoned Excel expert. Choosing me means choosing not only professionalism but also innovation. My passion for solving numerical problems with the help of dynamic formulae, macros and advanced features in Excel may just be what your project needs! Let’s discuss how I can further refine your reconciliation process with my ideas and expertise.
$500 CAD in 7 days
0.0 (0 reviews)
0.0
0.0
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I'm interested to get this job and proof with my skills and complete this task in time with best of my knowledge
$480 CAD in 5 days
0.0 (0 reviews)
0.0
0.0
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Hi! I am fully expert in data processing,Excel and data entry I will give you best work on time and budget I’m new on freelancer but not for this job Kindly trust me and give me one chance Thanks waiting for a positive reply
$270 CAD in 1 day
0.0 (0 reviews)
0.0
0.0

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