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I need to turn raw treasury-trading deal data into clear, decision-ready performance reports. The core of the job is to build a repeatable process that reads my daily deal files, analyses them, and produces a set of Performance Reports covering three key metrics: • Return on Investment • Trading Volume • Profit & Loss Statement . RATES AND MORE The source files arrive in CSV/Excel straight from our treasury platform. I am comfortable sharing a sample dataset so you can map the fields, clean anomalies, and transform the numbers. Ideally the workflow is automated—SQL or Python for the heavy lifting and Excel, Power BI or Tableau for the final dashboards and printable summaries—but I am open to whichever stack you can justify as robust and maintainable. Acceptance criteria • A scripted ETL routine that I can run on new deal files without rewriting code. • Interactive dashboards plus a one-page PDF summary highlighting ROI, volume trends, and daily P&L. • Brief hand-off notes so my team can adjust data paths or field names in future. If you have questions about the data structure or need a quick walkthrough of the treasury trading workflow, let me know and I’ll set up a call.
Project ID: 40289644
12 proposals
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Active 6 days ago
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12 freelancers are bidding on average $18 USD for this job

Hi, I have good working experience with Python, Data Analysis, Scraping,Excel,SQL,Django. I have read the requirements and I can do this job. Message me here to discuss more. Regards, Shalu
$42 USD in 4 days
6.3
6.3

Hi, there, I'm an experienced freelance engineer specializing in data processing and analysis. With a strong background in SQL and Python, I have successfully transformed raw data into actionable insights. My expertise in Excel and Power BI enables me to create interactive dashboards and concise summaries.
$30 USD in 1 day
5.3
5.3

Hi there, I see you’re looking to transform your raw treasury trading deal data into actionable performance reports. With 4+ years of experience in data processing and analysis, I can help build a streamlined process that will automate the extraction, transformation, and loading of your daily deal files. I’d utilize Python for the heavy lifting and create interactive dashboards in Power BI or Excel to give clear insights on ROI, trading volume, and P&L. I appreciate the need for automation and a user-friendly hand-off process, so I’ll ensure that the ETL routine is easily manageable for your team. I’d love to understand more about your current data structure—could you share what specific anomalies you've encountered in your datasets? Best regards, Arslan Shahid
$10 USD in 1 day
3.7
3.7

I see you need a reliable solution to transform your raw treasury trading data into clear, actionable performance reports. Your goal to automate the daily ETL process and produce both interactive dashboards and concise PDF summaries is well-defined and practical. You require a scripted ETL routine that processes CSV/Excel files from your treasury platform, cleans anomalies, and outputs key metrics like ROI, trading volume, and P&L. You also want a maintainable workflow using Python or SQL for data processing and Power BI, Tableau, or Excel for visualization, along with brief hand-off documentation for your team. I recently built a Python-based ETL pipeline for a financial client that automated daily ingestion of trading data, normalized fields, and generated Power BI dashboards with custom ROI and P&L metrics. The solution included a one-page PDF summary and clear notes for future adjustments, ensuring smooth hand-off. This experience aligns directly with your needs for clean, repeatable reporting and automation. I can deliver the full ETL script, dashboards, and documentation within 5 days. Let’s discuss any specific details or questions you have about your data to get started.
$11 USD in 7 days
2.4
2.4

I’ve worked on financial data automation and trading performance reporting, building pipelines that convert raw CSV/Excel deal data into clean analytics dashboards and automated reports. For your treasury trading data, I would implement a repeatable ETL workflow using Python and SQL to: • Ingest and clean daily CSV/Excel deal files • Normalize fields and handle anomalies or missing values • Calculate ROI, trading volume, P&L, and rate-based metrics • Store structured data for historical tracking
$20 USD in 2 days
0.0
0.0

Hello, I can assist with Treasury Trading Performance Reporting, including analyzing trading data, calculating key metrics (P&L, returns, risk exposure, hedge effectiveness), and building clear dashboards and reports in Excel, Python, or Power BI. I can structure the data pipeline, automate calculations, and generate daily/monthly performance reports with visual insights to support better trading decisions. Treasury performance reporting typically tracks metrics like profit & loss, hedge effectiveness, and market exposure, helping finance teams evaluate trading strategies and financial risk. I’m confident I can deliver accurate analytics, automated reporting, and well-structured financial dashboards for your project. Regards, Bharti
$20 USD in 7 days
0.0
0.0

I believe I am well suited for the Treasury Trading Performance Reporting Data Analysis project because of my strong interest in data-driven decision making and my analytical background. Treasury trading generates large volumes of financial data, and extracting meaningful insights from this information requires structured analysis, attention to detail, and the ability to interpret trends. These are areas where my skills and academic experiences align well with the requirements of this project. Through my academic work in fields related to data analysis and technology, I have developed the ability to work with datasets, identify patterns, and transform raw information into actionable insights. I am comfortable using analytical approaches to evaluate performance metrics, detect anomalies, and present findings in a clear and structured way. This makes me capable of contributing effectively to performance reporting and supporting informed decision-making in treasury operations.
$20 USD in 7 days
0.0
0.0

I am a data analyst with strong experience in ETL, data processing, Python, SQL, Excel, and Power BI. I can build a fully automated workflow to process your treasury trading deal data from CSV/Excel files. My service includes: 1. Clean and normalize your raw deal data 2. Calculate ROI, trading volume, P&L, and other required metrics 3. Build a repeatable ETL script (Python/SQL) you can run anytime 4. Create interactive dashboards and one-page PDF summary reports 5. Provide clear documentation so you can easily maintain it I have completed similar financial data analysis projects and can deliver a robust, maintainable solution on time.
$10 USD in 2 days
0.0
0.0

Libya
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