Code up an Excel template for Financial Advice

$30-250 AUD

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hampir 9 tahun yang lalu

$30-250 AUD

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I require someone with advanced excel skills to help with a project for Financial Advice. Essentially it is designed to be a tool to import information from our CRM into the sheet and then, depending on the information that is imported (and further research material that is manually entered, a number of different tables are automatically filled with the results ready to be analysed. For instance, importing a client and their partners details, if they have a particular amount of money above a certain figure, we know it will a certain product. Also based on the selection in a particular field we know the variation of that product. Therefore it would automatically do a fee comparison between the existing product and the recommendation. The current spreadsheet has 11 tabs and needs to be cleaned up and made more efficient as well as adding features. With the successful completion of this project there are another 2 larger projects to be done.

ID Proyek: 7608533

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25 freelancer menawar dengan rata-rata $153 AUD untuk pekerjaan ini

@jaylancer43

Hello Sir, I am an Expert Techno-Functional Analyst having vast experience in lots of arenas of IT industry including Excel Macros and Formulas. I am an Engineering Graduate with an MBA degree. If you see I am the niche bidders who has full 5 star rating, zero failed projects and very high completion rate since I do not bid on projects which I am not certain of. I will not disappoint you, please give me an opportunity to work with you. No milestones required. Pay me only when your job is 100% done. I will provide you with a working version of file before you consider awarding me the project. Thanks, Jay

$210 AUD dalam 5 hari

5,0

(810 ulasan)

8,7

@P0L

Hello, I'm an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

$250 AUD dalam 5 hari

4,9

(443 ulasan)

7,8

@Teloquence

Consider it done. Check my past reviews for your reference. Eagerly waiting for your reply so that i can start with the implementation.

$250 AUD dalam 2 hari

4,9

(344 ulasan)

7,7

@zExcel

A proposal has not yet been provided

$180 AUD dalam 2 hari

4,9

(262 ulasan)

7,7

@elqueabandona

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, reports, formulas and macros. Also i am Financial Advisor. Check my reviews. They speak for themselves. Best regards

$194 AUD dalam 5 hari

4,9

(293 ulasan)

7,2

@raghav1101

Hi, I would love to work on this project. I have 8 years of experience in Microsoft Excel including working with excel modeling, dashboards and macros. Please contact with further details if interested. Regards Raghav Bansal

$166 AUD dalam 4 hari

4,9

(99 ulasan)

6,6

@dpune

Hi, I have more than 14 years of VBA/Excel exp and I am expert in this kind of work. I have completed more than 230 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.

$150 AUD dalam 7 hari

4,9

(180 ulasan)

6,5

@watersev

Hi there, I have a vast experience in Excel and VBA and would be happy to help you on the project. Best regards, Eugene

$100 AUD dalam 3 hari

5,0

(264 ulasan)

6,5

@macroPOL

Hello, I am a Sales Manager in a large company selling electronics. I do a lot of different reports in Excel, including sales report for 40 vendors in our store (with the RAW data with the same format every time). For this purpose I wrote a macro, with which statement do sell individual sellers. I could make a macro for you. If you have any questions I will be happy to answer. Best regards Jan Krzyzak

$155 AUD dalam 7 hari

5,0

(98 ulasan)

6,2

@vikas0903

A proposal has not yet been provided

$155 AUD dalam 3 hari

4,9

(39 ulasan)

5,7

@renesontiongson

Hi! excel automation is my masterpiece in my accounting field. Pleasure if you choose me to work with you. Thank you.

$100 AUD dalam 3 hari

4,8

(75 ulasan)

5,6

@d2imatrix

A proposal has not yet been provided

$130 AUD dalam 10 hari

4,9

(33 ulasan)

5,1

@newhightech

Hi! My maximum project is similar to your project,please check my portfolio and my projects , Kindly give me chance for work really very interested for this project, Waiting for your reply. Thanks Simon.

$222 AUD dalam 3 hari

5,0

(16 ulasan)

4,4

@milanmartinjuk

Hi, Your project sounds very interesting and simple enough and I believe that I'll be able to perform the task perfectly. As for my experience, you can see for yourself that I've worked here mainly as a content and article writer; but, I've also done some VA work, which included a lot of both Excel and MS Word work as well as some Access and VBS tinkering. I am proficient in making Templates and Macros; text and conditional formatting. You're welcome to check my reviews and should you have any questions, I'll be happy to answer. Kindest regards. Milan

$100 AUD dalam 3 hari

5,0

(23 ulasan)

4,3

@vasilecaldarus

Hello, my name is Vasile, I work a lot with advanced formulas and VBA in the reporting environment for my regular job @Oracle as global reporting analyst so anything you throw at me, if described correctly should be no problem to fix. I have created a couple of similar projects in the past, I could use the templates to speed up the process for what you need. Please let me know if you think you need me and we'll take it from there. Thanks!

$155 AUD dalam 5 hari

5,0

(11 ulasan)

3,9

@andreibred

Hi. I am very interested in your project. I am Excel and VBA Expert. I just did a similar project, please visit my profile for more details.

$99 AUD dalam 3 hari

5,0

(9 ulasan)

3,8

@ScrapData

Hello, Thank you very much for this Data Entry Project. I read through the job details extremely carefully and understand your required, for this I am absolutely sure that I can do the project very well. I can complete this Data Entry project on time and within your budget. I have worked on similar Data Entry projects, and I am confident I can exceed your expectations. Best Regards

$30 AUD dalam 1 hari

4,4

(3 ulasan)

2,3

@ksrslm

Hi, I am Ramesh from Chennai, India. Instead of doing this project in Excel, i recommend that the same may be done in MS Access will be easier and ready to complete the work in MS Access. with regards Ramesh KS

$70 AUD dalam 2 hari