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Automate Retirement Income Analysis Spreadsheet

$250-750 USD

종료됨
게시됨 약 4년 전

$250-750 USD

제출할때 지불됩니다
I do retirement income analysis using Excel that requires a LOT of customization per client because I don't know how to program Excel well. For example, on income side, one client might have a pension while another does not so I have to manually add/delete columns each time. Same thing on asset side. Some clients have Roth IRAs while some do not, so a lot of adding/deleting columns. Another example is if someone is single versus is married couple. I would like the spreadsheet to be automated based on what is entered on the Facts tab. Thanks for the information! The goal is to have our financial advisors input client data in Facts tab and have the plan tab be fully automated based on marital status, number of account types, life expectancy, RMD tables, etc.
프로젝트 ID: 24778282

프로젝트 정보

100 제안서
원격근무 프로젝트
활동 중 4년 전

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100 이 프로젝트에 프리랜서들의 평균 입찰은 $484 USD입니다.
사용자 아바타
Hello, I am an Excel expert and I would like to help you with your project. Please tell me more about it so I can give you a more accurate quote. I am available to discuss on chat.
$500 USD 5일에
5.0 (485 건의 리뷰)
8.0
8.0
사용자 아바타
Hi, there! My name is Paris, and I was glad to see that you're looking for an Excel developer. According to your brief, you want to have an Excel retirement calculator. All data in the tabs will be calculated based on the data that the user will enter in the Facts tab. I plan to use a combination of formulas and VBA code to accomplish this. The Excel file will run on PCs. I will charge you $450* and can deliver within five days (we can discuss the milestones, I don't require any payment in front). I'm among the most experienced and skilled Excel and VBA developers on this platform. In particular, I am in the top 2% of the freelancers having completed over 370 projects successfully in less than 7 years, and I feel confident in achieving your task as well. I'm online from 7 am to 9 pm, Athens time (including weekends). I'm looking forward to working with you. Sincerely, Paris Pallas *My quote is indicative and may change after we discuss the tasks needed in detail.
$450 USD 5일에
4.9 (389 건의 리뷰)
8.1
8.1
사용자 아바타
Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Please visit : https://www.freelancer.com/u/schoudhary1553 I have excellent command over English. I am a hard worker, productive and worthy of your attention I hope, I would be the right candidate for this post. Awaiting an affirmative response from you. Kinds Regards, Sandeep
$600 USD 5일에
4.9 (437 건의 리뷰)
8.3
8.3
사용자 아바타
Greetings! I am qualified accountant with ten years of experience in accounting, financial analysis and actuarial valuation using excel. Please message me to discuss further. Thank you.
$388 USD 3일에
4.9 (158 건의 리뷰)
7.8
7.8
사용자 아바타
Hello Sir Im excel VBA macro and formula Expert i can do help you make your spreadsheet automation based on what you input in Facts tab/sheet please ping me now and im free now Thank you Galih
$250 USD 7일에
4.9 (400 건의 리뷰)
7.6
7.6
사용자 아바타
Hello, I am a financial expert and a guru in Microsoft Office/Excel/VBA/Macro. I have extensive knowledge and expertise in advanced formulas, pivot tables, visual basics (automation) including preparation of graphical and visualisation reports, dynamic dashboards, screen layout's (user-forms), drop-down boxes, reports generator and charts (by VBscript). Furthermore, I have experience in accounting, financial reports, consolidating, forecasting, budgeting, costing, cash flow, multi-currency, including collections, payments, inventory, bill of materials, taxation and bank reconciliation. With these skills, I prepare dynamic & designed reports and dashboards, for pitch decks, business plans, due diligence, financial modules, feasibility studies, and financial projections with scenarios and charts.
$750 USD 7일에
4.9 (110 건의 리뷰)
7.5
7.5
사용자 아바타
Dear client I am an excel expert and I have previously carried out a number of projects in excel in the past using macros and formulas. I can definitely help in creating the spreadsheet you are looking for. I understand the concept fully and I am looking forward to develop it. Kindly contact me for further details and discussion. Roy
$250 USD 4일에
4.9 (469 건의 리뷰)
7.3
7.3
사용자 아바타
Hi, Keen to work on automating Excel as per your needs. I am well versed with writing macros in Excel, Word etc.. I have used written macros extensively for Excel, MS Word, PowerPoint etc. for automation of various tasks. I have done good amount of work in Excel macro handling. It includes, extracting information from text files, transferring info in to excel, E-commerce templates, sending email through Outlook, Image handling, Shapes variation, Pivot Tables, Data Scrapping from websites, data extraction for multiple Excel sheets and consolidating in a central sheet.etc.I have also handled various Excel tasks. It includes creation of formulas using arrays, Pivot table creation, Creation of graphs, Filtering, Removing duplicates, Data analysis, Data entry works, etc. I have more than 15 years of experience to my credit. I would be happy to answer any queries that you may have. Looking forward to working with you. Thanks
$250 USD 5일에
4.9 (152 건의 리뷰)
6.6
6.6
사용자 아바타
Hi, I can develop complete automated excel sheet where program will create reports as per your requirements and entered values. I am experienced Data Analyst and Macro Developer and have done many similar projects. I have excellent knowledge and experience of Manipulating and Exchanging Data in Multiple Sheets, Using Advanced Formulas, Critical Programming, Developing System for Management and Creating Reports. So, I can do this job nicely. Ready to start please message me to discuss your project in more details. Thanks, Virendra
$600 USD 7일에
4.8 (117 건의 리뷰)
6.0
6.0
사용자 아바타
Hi. I am ready to write your project. I have written many automation Excel VBA macros. Will complete within 7 days
$640 USD 7일에
4.9 (127 건의 리뷰)
6.1
6.1
사용자 아바타
Hello, I'm an expert in income analysis using excel. I will deliver quality and exceptional work within the agreed timeline timeline. Please invite me for a chat and let's discuss this further. Thanks.
$444 USD 2일에
4.9 (46 건의 리뷰)
5.7
5.7
사용자 아바타
HI, I have excellent experience in C#, Excel and Access and other Microsoft related technologies. I have written complex macros like creating a BoM for an ERP, creating P/L, Cashflow statements from a database. I have worked in Infosys a top IT services company for more than 10 years and now i have started on my own. As part of my infosys tenure i have been executing projects for Microsoft as a customer across various technologies like DotNet, SQL Server, SSIS, SSRS. have executed many turn key projects for them in their licensing space which is very critical for them. Will be able to leverage this experience to deliver this project successfully. If you can provide more details about the work then will be able to provide a more accurate pricing and timelines. Thanks Regards Vaidy
$500 USD 7일에
5.0 (15 건의 리뷰)
5.5
5.5
사용자 아바타
Hi. I am ranked among Top Business Plan & financial model writers with 450+ project awarded on Fiver. I have read your requirements mentioned in the project details. I can share my sample work with you, to check the quality that I can provide. I am CPA and ACA, having 10 years of experience including 6 years from PwC and other, now working as a full-time freelancer. I have created business plans / projections for the following industries: Service Industry Manufacturing Industry Trading Industry IT Sector My financial analysis will include all ratio calculations, sensitivity analysis etc including Profit and Loss accounts for next 5 to 10 years based on the data available. I have prepared financial plans and forecasts for a lot of companies including 1 company which, based on projections I made, was able to raise funds of about 1 million USD. My methodology: Before I start the work, I discuss the nature of business with the client. Understand the desired objectives and deliverable. Then I do market research to identify market's dynamics like inflation rate, competition, product research, price brackets etc. From you, I would need product or service details including cost of material, overheads expenses etc. years for which business plan is required. reporting requirements, objective of this document, what market the customer desires to cater, any research that he has already done. I will assure the quality of work done in limited time and revisions until your satisfaction
$250 USD 7일에
5.0 (15 건의 리뷰)
5.5
5.5
사용자 아바타
Hi there, I trust you are well, I am a chartered accountant. I can module excel with macros to allow features once you needed with calculation. feel free to discuss with me. Many thanks, Kajee
$500 USD 5일에
4.9 (40 건의 리뷰)
5.2
5.2
사용자 아바타
Hi I am a very experienced statistician, data scientist and developer. I have worked with data from several companies and have done projects involving software, macro development, quantitative analysis and data interpretation skills to study the trends, time behaviour and compare the variables in the data. I can do advanced level analysis in SPSS, R, PYTHON, WEKA, TABLEAU and EXCEL tools like machine learning, deep learning, AI, NLP, hypothesis testing, forecasting, T-test, ANOVA etc. Looking forward to discussion, Best Regards, Suyash
$1,500 USD 7일에
4.9 (17 건의 리뷰)
5.5
5.5
사용자 아바타
Hello! Best Candidate for you, I am a practicing Accountant having 4years of experience, and am a expert in Finance/Accounts/Visual basic/Bookkeeping/Excel/VBA/Business Analyst.I can meet all requirement of the project. Please ping me for further discussion
$250 USD 1일에
5.0 (40 건의 리뷰)
5.1
5.1
사용자 아바타
Hi there, I have good Excel skills to create the type of template you need. I can create the output based on the different combination of inputs you have in the "FACTS" sheet. Does it cover all the different possibilities in that sheet. Does the "Current" sheet cover all the out puts and only that you need? (Is there some data that is purely for calculation and not required for the customer?) Regards Reuben
$500 USD 5일에
5.0 (21 건의 리뷰)
5.0
5.0
사용자 아바타
Hi there! Would have to go through with you what are the different kinds of scenarios you have. we can base it on the Facts tab, and you need to let me know what are the different results you wish to see. I will show you a demo before you decide to award. Price and estimated days can be decided after our discussion.
$500 USD 7일에
5.0 (13 건의 리뷰)
4.3
4.3
사용자 아바타
I have seven years of a demonstrated history of working and playing with excel while being in the financial consultancy environment. I can design a fully customized sheet for any sort of business to reduce manual work. I will provide free support along with this spreadsheet to let you understand its functionality. Regards Muhammad Arslanullah
$750 USD 15일에
4.9 (16 건의 리뷰)
4.3
4.3
사용자 아바타
HI Happy to hear from you Only 350$ in 2 days-Lowest bid with a high potential solution Additionally, I'll provide a dynamic live dashboard for these data I have gone through your current requirements & would be happy to offer you with the required solutions. I am a Certified in Excel, Google Spreadsheet, Data analytics. I am also an expert in building MIS as well as Professional Visual Dashboard I have attached my portfolio to know of the work done by me on excel/Google Spreadsheet.I have delivered so many sustainable & reliable dashboard in the organization with a turnover of over 100 billion dollars. Portfolio:https://www.freelancer.com/u/DHAVALPATEL008?page=portfolio&w=f&ngsw-bypass= With over 10 years of experience and has made more than 500 MIS/Dashboards in the various organizations and startups in the field of Chemical, IT, Pharma, Civil, FMCG I have Designed Template/MIS/Dashboard in the following field 1. Human Resouces(HR) 1.1 Time management 1.2 Payroll management 1.3 Employee Register 1.4 Recruitment 1.5 Training 2. Finance/Costing/Accounting 2.1 Balance sheet 2.2 Audit management 2.3 Profit & Loss Tracking 2.4 Investment vs return 3. Project 3.1 Project Planning & Tracking 3.2 Project Performace & Finance planning 3.3 Workflow management 3.4 Civil Contractor Work & Costing 4. Maintenance 4.1 Asset management 4.2 Daily Job management 4.3 Maintenance Planning & Execution 5. Procurement/Sales/Marketing 5.1 Material/Service Purchase requisition
$350 USD 2일에
4.9 (2 건의 리뷰)
3.4
3.4

고객에 대한 정보

국기 (UNITED STATES)
Williamsburg, United States
0.0
0
결제 수단 확인
4월 7, 2020부터 회원입니다

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