Complex Excel Budget Reporting Database
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I have three extensive Excel files—each packed with multiple worksheets—that currently hold all of our internal financial reports. I need these merged into a single, well-structured database that can automatically pull the latest data, tabulate it against our budget lines, and generate clear, executive-level dashboards focused on performance assessment.
The scope is large (about 120 hours) and hands-on collaboration is essential. I will work closely with you to map every worksheet, define the budgeting logic, and agree on the look and feel of the summary views. Advanced Excel skills—think Power Query, PivotTables, dynamic array formulas, and VBA for tighter automation—will be required to keep maintenance simple after hand-over.
Key deliverables:
• A master workbook that consolidates the three source spreadsheets, with refreshable links to every underlying tab.
• Robust budgeting tables that reconcile planned versus actual figures in real time.
• Management and financial report templates (charts, slicers, and printable summaries) aimed squarely at performance assessment.
• A brief user guide and a walk-through call so my team can update and expand the model confidently.
Because frequent check-ins are vital, I’m only considering experts located in the Philippines or Thailand (English fluency is a must for applicants in Thailand). If you have deep experience building complex financial models in Excel and can commit the focus this project deserves, I’d love to hear how you would tackle it and see samples of similar work.
The scope is large (about 120 hours) and hands-on collaboration is essential. I will work closely with you to map every worksheet, define the budgeting logic, and agree on the look and feel of the summary views. Advanced Excel skills—think Power Query, PivotTables, dynamic array formulas, and VBA for tighter automation—will be required to keep maintenance simple after hand-over.
Key deliverables:
• A master workbook that consolidates the three source spreadsheets, with refreshable links to every underlying tab.
• Robust budgeting tables that reconcile planned versus actual figures in real time.
• Management and financial report templates (charts, slicers, and printable summaries) aimed squarely at performance assessment.
• A brief user guide and a walk-through call so my team can update and expand the model confidently.
Because frequent check-ins are vital, I’m only considering experts located in the Philippines or Thailand (English fluency is a must for applicants in Thailand). If you have deep experience building complex financial models in Excel and can commit the focus this project deserves, I’d love to hear how you would tackle it and see samples of similar work.
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