Financial Excel Wizard Needed

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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.

Processamento de Dados Processamento de dados Excel Visual Basic Visual Basic para Apps

ID do Projeto: #37791108

Sobre o projeto

64 propostas Projeto remoto Ativo em há 3 semanas

64 freelancers estão ofertando em média $451 nesse trabalho


Top 1% in 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 look Mais

$300 CAD in 5 dias
(611 Comentários)

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 dias
(516 Comentários)

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 Mais

$250 CAD em 1 dia
(63 Comentários)

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 dias
(193 Comentários)

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 Exc Mais

$250 CAD em 1 dia
(49 Comentários)

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 Mais

$600 CAD in 7 dias
(165 Comentários)

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 table Mais

$300 CAD in 3 dias
(14 Comentários)

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 Busin Mais

$500 CAD in 7 dias
(8 Comentários)

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 Mais

$500 CAD in 7 dias
(15 Comentários)

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 Mais

$450 CAD in 7 dias
(14 Comentários)

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 w Mais

$750 CAD in 3 dias
(5 Comentários)

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 Mais

$300 CAD in 3 dias
(7 Comentários)

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 Mais

$525 CAD in 7 dias
(2 Comentários)

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 Mais

$250 CAD em 1 dia
(5 Comentários)

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 dias
(3 Comentários)

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, Mais

$500 CAD in 7 dias
(0 Comentários)

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 worke Mais

$500 CAD in 7 dias
(0 Comentários)

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 Mais

$500 CAD in 7 dias
(0 Comentários)

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 dias
(0 Comentários)

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 positi Mais

$270 CAD em 1 dia
(0 Comentários)