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    2,000 excel financial planning jobs found, pricing in USD

    ...Automatic backup of Xero data and seamless uploading to a Gohighlevel Course. The application will be designed to be minimalist and user-friendly, ensuring a smooth and intuitive user experience. Key Functions: - Automatic Xero Backup: The application should have the ability to automatically back up Xero data according to a set schedule, ensuring the integrity and accessibility of essential financial data. - Integration with Gohighlevel Course: The application should seamlessly upload the backed-up Xero data to a Gohighlevel Course, facilitating the consolidation and accessibility of data for educational purposes. - Data Encryption and Security: The application should be designed with robust data encryption measures guaranteeing the highest levels of security and privacy. Id...

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    I'm currently seeking a skilled freelancer for a data entry job concerning primarily text data. The data to be entered will be provided in an Excel spreadsheet and will need to be accurately transferred to an online database. Ideal candidates should have: - Proficiency in Microsoft Excel - Experience with data entry into online databases - Attention to detail and accuracy Please place your bid based on the information provided, and get ready to embark on an engaging and fulfilling data entry task.

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    I need an expert in PowerBI to help us recreate some reports we had on Sage but are currently unavailable in Business Central. Key Details: - You will need to create a Sales Report, Financial Report, and Activity Report - The Sales Report should include Revenue, Quantity Sold, and Top-Selling Products - The Financial Report should be a recreation of a Profit and Loss Statement, Balance Sheet, and Cash Flow Statement from our previous data in Sage Ideal Skills and Experience: - Proficiency in PowerBI tools - Previous experience with migrating reports from Sage to Business Central would be a huge advantage - Strong analytical skills to ensure the reports are accurate and comprehensive Please note that we can provide you with the necessary data and previous reports from Sage...

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    I am in need of an experienced Tally TDL developer who can assist me in customizing my financial reports, particularly the balance sheet. Key Responsibilities: - Customize the Balance Sheet in Tally software to meet my specific business needs. Ideal Skills and Experience: - Proficiency in Tally TDL (Tally Definition Language) programming. - Prior experience in customizing financial reports in Tally, particularly the Balance Sheet. - Strong understanding of accounting principles and financial reporting.

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    ...maintenance materials. Currently, we're managing our inventory through Excel spreadsheets. It's getting increasingly cumbersome and we're looking to streamline the process with a dedicated inventory management software. Key Features: - I'm interested in a system that will have robust reporting and analytics capabilities. This will help us keep a close eye on our stock levels, sales trends, and overall inventory health. Ideal Skills and Experience: - Experience with developing inventory management software, particularly for food and maintenance materials - Proficiency in building systems with strong reporting and analytics features - Ability to create user-friendly interfaces for easy data input and retrieval - Experience working with Excel and the abi...

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    I'm in need of a proficient individual who excels in SPSS for a data interpretation task. The main task involves the analysis of a questionnaire and exporting relevant tables from...individual who excels in SPSS for a data interpretation task. The main task involves the analysis of a questionnaire and exporting relevant tables from SPSS. Here's what I'm looking for: • Skilled in analyzing questionnaires using SPSS • Able to export data into tables • Analysis should be done based on patterns of behavior • Writing a brief description of data based on hypotheses The data is on an Excel file right now. Please bid only if you have relevant skills and experience as it will demand a high level of expertise and detail orientation. Don't hesitate ...

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    I'm seeking a skilled bookkeeper with experience in Zoho to help manage the financial aspects of my small business. Your responsibilities will include: - Regularly reconciling accounts, ensuring they are accurate and up-to-date - Categorizing transactions correctly for clear financial tracking - Generating financial reports for analysis and decision-making - Offering insights and suggestions for financial improvements This role would suit an individual with: - Strong bookkeeping skills and experience, ideally with small businesses - Proficiency in Zoho, or similar bookkeeping software - Excellent attention to detail, analytical skills, and a problem-solving mindset - The ability to communicate financial information clearly to a non-finance profess...

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    I am looking for a skilled Excel expert who can help me in organizing and documenting my data into Excel sheets. Key Points: - Your role would involve creating Excel sheets to document the data in a structured format. - I'm seeking a professional who has a good understanding of how to organize data for easy analysis and tracking in Excel. - Though the exact details of the data and the number of sheets are not provided, I expect the freelancer to be capable of handling a variety of datasets and organizing them in a professional manner. Ideal Skills and Experience: - Proficient in Excel, with a track record of organizing and documenting complex data. - Strong analytical skills to ensure the data is structured in an efficient and logical manner for e...

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    We are seeking an expert in algorithmic trading or financial engineering to assist with completing the code for our High-Frequency Trading (HFT) Bot. The ideal candidate will have a deep understanding of algorithmic trading strategies, market data analysis, and the ability to optimize trading systems for high-speed execution. This project involves refining and enhancing the existing codebase to improve performance and profitability. Required skills: - Proficiency in algorithmic trading and financial engineering - Experience with HFT strategies and market data analysis - Strong programming skills in languages such as Python or C++ - Knowledge of trading platforms and APIs - Ability to optimize trading systems for high-speed execution

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    ...Specialist to review our contracts, ensure compliance with contract terms and conditions, and audit financial records. Key Responsibilities: - Reviewing contracts: You will be tasked with thoroughly examining our USAID contracts. - Ensuring compliance: It's essential that you ensure we strictly adhere to all terms and conditions outlined in our contracts. - Auditing financial records: You will need to conduct detailed audits of our financial records to guarantee compliance. Industry Experience: While not mandatory, if you've previously worked in the media TV channel sector, it would be an added advantage. Understanding the unique nuances and challenges of this industry will help you excel in this role. Ideal Skills and Experience: - Experience wi...

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    ...creating engaging Instagram reels and making videos of myself talking for Instagram audience. Here's what I'm looking for: - The reels should highlight and promote various aspects of financial investment and planning. - They should be between 30-60 seconds long, ensuring the engagement of viewers and effectively conveying the information. - Graphics and text overlays are encouraged to make the information easily digestible and visually engaging. The ideal freelancer for this job would have: - Prior experience in creating Instagram reels or similar short videos. - A basic understanding of financial subjects to ensure accurate and easy-to-understand visualization of information. - Excellent design skills, knowing what works best on Instagram visually...

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    Excel Sheets to document 6 days left
    VERIFIED

    I need a competent Excel specialist to develop a robust strategy for documentations. The specific tasks are not yet determined, and the information that needs to be included will be clarified as we proceed. However, the project has no strict deadline, giving you ample time to plan, organize, and execute best practices. The ideal candidate will possess: - Outstanding Excel skills, including creating and working with complex formulas. - Robust organizational skills to manage and structure vast amounts of information. - Proactive attitude for identifying potential tasks that need documentation. - High attention to detail and accuracy. - Experience in data entry, sales records, and inventory management would be advantageous. Please bid with your plan of action and examples of p...

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    I'm in need of a sharp Australian expert who has access to the Australian Bureau of Statistics (ABS) database and can help me gather pertinent data regarding Melbourne's older population. If you have experience with ABS table builders this should be a relatively easy job as much of the data is collected in these ranges. Key Deliverables in Excel: - All SA3s in the Eastern and Southern Melbourne planning regions - TOTAL number of people in each SA3 and the number of people in the ages of 50+, 60+, 70+, 80+, 85+ - The number of people with income per week in each SA3 of $3,000-$3,999, $4,000 - $4,999, $5,000 - $5,999, $6,000 - $7,999, $8,000 or more The example table shows information from the 2016 Census and I will need data from the 2021 Census. Key Requireme...

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    1 excel import task. and fix minor issue in db. Able to work with ftp. Follow and start Immediately

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    Craft a compelling pitch deck for your Kombucha brand to engage investors, partners, and retailers. Through meticulous market analysis, I'll highlight growth trends and competitive advantages. I'll accentuate organic ingredients, unique flavors, and sustainable packaging in the product description. Realistic revenue projections will underscore profitability and growth potential. The deck will feature clear visuals and persuasive narrative, providing a strategic roadmap for success. Tailored sections include: Introduction: Introduce your company and mission. Market Analysis: Analyze growth trends, competition, and demographics. Product Description: Emphasize organic ingredients, unique flavors, and sustainable packaging. Revenue Projections: Forecast sales, profit margins, and gr...

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    I need a tool that can search multiple sheets in an Excel workbook and copy specific rows to a new sheet based on manual selection. The core requirements of the tool are: - Searching across multiple sheets to find specific data. - Allowing me to manually select a specific number of rows from the search results for copying. Given these criteria, the ideal tool would be: - Capable of working with Excel files. - Providing a user-friendly interface for easy manual selection. If you have experience with these requirements, please reach out.

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    I need a highly accurate and detail-oriented individual to assist with entering both numeric and text data into Excel. Requirements: - Excellent proficiency in Excel - Previous data entry experience - High level of accuracy and attention to detail - Ability to handle both numeric and text data entry efficiently This role will suit someone who thrives on working with data and can ensure that all data gets entered correctly the first time, every time.

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    I'm looking for a freelancer proficient in Excel to help me with daily data entry and organization tasks. Key aspects of the project include: - **Data Entry and Organization**: Your main responsibility will be to input new data, as well as maintain and organize existing data in a structured manner. - **Regular Updates**: The document will need to be updated regularly, making consistency and accuracy pivotal in this role. Ideal candidates should have: - Strong proficiency in Excel, particularly in data entry and organization. - A keen eye for detail and a methodical approach to work. - The ability to work consistently, as the document will require daily updates. - Prior experience with similar tasks is a plus, but not essential.

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    I'm in need of a professional to integrate bank and credit card payment methods into my ex...exclusively support transactions in Rupees. Key Requirement: - Creation of a new merchant account/payment gateway. I am not limited to specific payment gateways as long as the system-run transactions are secure and efficient. Ideal Skills: - Hands-on experience with payment gateway integration, especially for bank transfers and credit card payments - Proficient in managing and navigating through financial and payment platforms - Knowledgeable in Rupee-based transactions - Sound understanding of web security standards particularly relating to payment integrations is desirable you can see the current website build in progress on Odoo platform that need this integration

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    I'm in need of a skilled typist for a data entry project. The task involves entering data into an Excel spreadsheet. Requirements: - Excellent typing speed and accuracy. - Previous experience with data entry. - Proficiency in Excel. - Ability to follow instructions precisely. Ideal Candidate: - Proven track record in data entry tasks. - Strong attention to detail. - Reliable and able to meet deadlines. - Good communication skills. If you have the right skills and experience for the job, I look forward to receiving your bid.

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    I'm in need of a detail-oriented specialist to perform data entry on textual content that's already well-organized. Key Tasks: - Accurate entry of textual data into Excel format - Pace of work should be efficient without compromising the quality - Ensure a smooth transition of data, maintaining its organization Ideal Skills and Experience: - Previous experience in data entry jobs would be beneficial - Proficiency in Excel - Excellent attention to detail - Ability to handle data in an organized manner - Good command of English language to understand textual data.

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    ... I am in need of an expert in the following areas: - Understanding and interpreting AASB 1058 - Nonprofit financial reporting - Ability to simplify complex financial data The ideal candidate should have prior experience in helping nonprofits navigate regulatory requirements and clarify financial data. Your role will be to assess our current reporting practices, highlight areas of potential confusion, and suggest clear, compliant and understandable ways of presenting our financial data. Your assistance will greatly contribute to our transparency and ability to serve our community more effectively. write report Board Report: Addressing Challenges of Adopting AASB 1058 in Financial Reporting for Nonprofit Organisations Introduction: This report aims ...

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    Multi-Website Data Scraping 6 days left
    VERIFIED

    I require a professional data scraper to scrape multiple websites. Key tasks include: - No limitation on type of data scraped as this was not specified. - Scraping must be done across multiple websites, specifics will be provided upon project commencement. - All data should be delivered in Excel spreadsheet format. Ideal skills and experience: - Prior experience in web scraping across multiple diverse websites. - Proficient in using different scraping tools. - Strong understanding of Excel and data parsing. - Attention to detail and commitment to high quality, error-free work.

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    I am looking for an experienced Excel tutor to provide me with in-person lessons focusing on basic formulas and functions. My Current Skill Level: I would rate myself as a beginner - I have minimal experience with Excel and would need a tutor who can help me understand the basics. Skills to Learn: My main goal is to grasp basic formulas and functions within Excel. I'm looking to build a strong foundation before moving onto more complex features. The ideal candidate for this job has: - Proven experience in tutoring or teaching beginners Excel - Strong understanding of basic formulas and functions in Excel - Excellent communication skills to effectively convey concepts to a novice - Availability for in-person sessions If you think you&#...

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    I require a highly skilled professional to transform an existing NPV/ROI spreadsheet int...highly skilled professional to transform an existing NPV/ROI spreadsheet into a high-quality, professional document. While the specific design elements have been left open-ended, taking initiative with the organization and aesthetics of the spreadsheet is crucial. There are 2 tabs in this sheet. Ideal candidates for this job are proficient in Excel and have a keen eye for organization and layout. A background or clear understanding in financial data is required. Please articulate how you would approach this task in your proposal. Add '67890' to your proposal so I know you've read this. Spreadsheet:

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    I require a Power BI expert to mentor me on creating high-quality dashboards using raw data like sales data, customer survey results, and financial statements. The scope of the training will include: - Data Modeling Techniques - Advanced Visualization Strategies The main aim of creating these dashboards will be to monitor our sales performance and analyze customer feedback. Thus, it will be ideal if you have experience in these areas and are comfortable teaching the skills needed. Being proficient in utilizing DAX formulas would be a significant advantage as well. Your task will be to transfer your knowledge about Power BI tools efficiently, helping me to master these operations at a professional level.

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    I'm seeking a professional with prior experience in integrating APIs, specifically financial services, with a focus on online banking. Key Responsibilities: - You will be tasked with integrating our platform with online banking services through a comprehensive API linking mechanism. - The primary goal of this integration is to enable white labelling, hence ensuring that the interface appears as our own. Prior Experience: - I require a freelancer with a proven track record in developing and integrating APIs, especially in the financial sector. - Your prior experience with online banking services is crucial for the successful execution of this project. Ideal Skills: - Proficiency in API development and integration - Prior experience with online banking services - Stro...

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    I'm currently in the process of planning the construction of a single-family home and require detailed architectural drawings. Key Points: - The primary focus here is on architectural drawings, so I'm specifically looking for a freelancer with proven experience in this area. - These drawings will be used for the creation of a new home, so a good understanding of residential construction and design is crucial. - The scale of the project is single-family home, so the drawings will need to be detailed enough to cover all aspects of this type of construction. Ideal Skills: - Proficient with Architecture Software like AutoCAD, SketchUp, or Revit. - Extensive Experience in Residential Architectural Design. - Understanding of Local Building Codes and Regulations. - Strong A...

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    We require someone skilled in Excel formatting and function use to build an Excel sheet specifically for financial expense tracking. The aim is to streamline the management of our financials by keeping a reliable track of expenses. While we have some options in mind, we're open to suggestions on how to effectively design and utilize this tool. Your key tasks would be: - Create an Excel based tool tailored for financial expense tracking, taking care to ensure it's user-friendly and simplifies the tracking process. - Enable customizations that further cater to our financial needs. While no specific type of expenses were indicated, the freelancer should be capable of creating a versatile sheet that can record various types of expenses in t...

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    I have a presentation that needs to be done in 2 hours today. Very simple and straightforward. I will send complete details of the project which you will use to answer the following questions. Need to answer the following. • Integration into Project Lifecycle: Explain how value management will be integrated throughout the project lifecycle, from planning to construction to post-construction stages. • Identifying Stakeholder Needs: Describe how your team will identify the needs and expectations of stakeholders, including the client, end-users, investors, and the community. • Value Engineering Workshops: Highlight the plan to conduct value engineering workshops where team members from different disciplines brainstorm ideas to optimize value while minimizing costs. &b...

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    I need a skilled professional who can adeptly convert financial Excel sheets into a document fit for presentations, adhering to standard formatting. The extensive data consists of complex financial information. The perfect match for this project would have: - Profound experience in handling Excel and financial data - Proven knowledge in producing sophisticated documents, maintaining presentability and readability - Ability to deliver precise and clear formatting in standard style Exactness, reliability, and a keen eye for detail are integral for this task. Efficient turnaround time would be appreciated.

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    NOTE: AUTO GENERATED APPLICATIONS WILL BE DELETED! Looking for someone well experienced in pitch decks to help us create a sponsorship proposal. I am searching for someone that can help me create a...help me create a Sponsorship Pitch Deck for an event that I have in New York City. We are targeting sponsorships from:
 -Liquor brands -Restaurant (food) Chains and Local Restaurants -Speaker companies The event is an outdoor party. The crowd is made up of around 100-150 young black professionals, socialites, influencers, & content creators. All are between 25-40 years old. If we can secure financial sponsorships that is great. If not, then in-kind sponsorships/product donations are okay. You must understand what brands want to see & what information to highlight to peak...

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    I'm in need of an experienced construction project manager for a commercial project. We're currently in the construction phase and require assistance in key areas including: - Budgeting and Cost Management: You'll be responsible for overseeing the budget and ensuring that costs are kept within the agreed upon financial parameters. This will include monitoring expenses, identifying potential cost overruns, and suggesting cost-saving measures where possible. - Schedule and Resource Management: Your role will involve managing the project schedule and ensuring that resources are allocated effectively. You'll need to coordinate with various teams and subcontractors to ensure that the project is on track and that deadlines are met. - Quality Control and Safety Manag...

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    I'm seeking a knowledgeable consultant to help me with market research and analysis for my agriculture business. This project requires: - A comprehensive understanding of the agriculture sector - Experience in conducting in-depth market research and analysis - Insight into c... This project requires: - A comprehensive understanding of the agriculture sector - Experience in conducting in-depth market research and analysis - Insight into customer behavior, competitive landscape, and market trends specific to agriculture - Ability to create a detailed report with actionable insights based on research findings Your strategic recommendations will greatly influence the planning for the future of my business. Previous experience consulting for businesses in the agriculture sector i...

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    ...coast region of Australia. Key Information Required: - Contact details: I need a name of the person who manages the trucks their phone number. - Geographic location: It's important to know where these individuals or companies are located. - I need the company name The final list should be delivered in an Excel spreadsheet. Ideal Skills and Experience: - Strong research abilities: The ability to dig deep and find the right contacts in these specified industries. - Proficiency in Excel: The ability to compile and present the data in an organized and clear manner. - Understanding of the target industries: Experience in or understanding of the Transportation and logistics, Construction, and Agriculture sectors would be a big plus. Please let me know about any past ...

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    ...Appointment setting - Persuasion and Negotiation - Familiarity with IUL and insurance industry. We will train you on IUL’s and all products. 
You will have 2 rolls in the company

. #1 Customer Acquisition Specialist. 
This position with require you to generate your own leads for customers looking for Financial Services such as: - IUL - Tax-Advantage, Wealth Accumulation Strategies - Infinite Banking and Family Banks - College Planning - Life insurance and Living Benefits - Estate and Legacy Planning - Business Owner Strategies - Asset Protection - Tax Free Solutions - Life Insurance You will screen them to fit our client profile: Married, Age 25 and over, has Children, has a job, income over $50,000 thousand yearly. 
The person I hire will be generating ...

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    I need a professional...- Extracting: I require the following contact information to be extracted: Business Name, Email, Phone number, Full address separated by suburb, postcode and state. - Formatting: All extracted data should be structured and organized into an Excel spreadsheet. Ideal Skills: - Web Scraping: Proficiency in web scraping tools and techniques is essential. - Data Entry: Experience with data entry and extraction. - Attention to Detail: Accuracy in capturing and organizing contact details is crucial. - Excel Proficiency: Ability to create and format an Excel spreadsheet effectively. - Communication: Regular communication and updates on the progress of the task would be appreciated. I'm looking for a reliable freelancer who can deliver this tas...

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    I'm seeking a professional to craft a comprehensive business plan for a drop shipping e-commerce store. This store's target market spans from local to national to international customers. Here's what the project calls for: - Market Research: A deep understanding of the local, national, and international markets is essential...and Kitchen categories. Hence, an understanding of these sectors is a big plus. - Supplier Sourcing: We're not yet sure about our suppliers, so part of your task will be assisting in finding reliable and cost-effective product suppliers. With your input, we aim to make informed decisions about our proposed e-commerce platform. Previous experience in e-commerce, product sourcing and business planning is highly desirable. Let's turn...

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    Hello. I have a multiple page excel spreadsheet, but I need it to have more flexibility. It is for a 10 room facility, and it's purpose is to show projected revenue based on room type, employee job type, and schedule. The current spreadsheet has 10 rooms with two room types. Also there are 11employees with 6 job types. Your task will be to change the current spreadsheet to 40 rooms, 3 room types. and 22 employees with 12 job types. Changes to be made to Revenue Targets Page, Column A -I want to be able to select room type from a dropdown menu, and input the revenue for different room types on the Revenue Target page. Room types are Private Room, Shared Room, Shared Medicaid. Employees Page, Column A -I want to select employee job type from a dropdown menu for ea...

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    We are looking for a professional with expertise in conducting in-depth market research in the service industry. The primary focus will be on identifying customer needs, preferences, and opportunities for growth, specifically in the field of dropservicing. Essential skills and experience: - Extensive background in market research, particularly w...understanding of dropservicing Deliverables: - Comprehensive research report highlighting customer needs and preferences in the service industry - Strategic analysis of potential growth opportunities in dropservicing Please note, individuals who understand the nuances of the service industry and dropservicing are preferred. This market research will form the cornerstone of our strategic planning, so accuracy and thoroughness are ...

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    I am in need of a freelance content writer, highly skilled in curating engaging Instagram and facebook posts (copy), with a focus on financial educational content. The freelancer can use our canva subscription for graphics or we may provide sometimes. I am looking for daily posting or 3 times per week depending on the cost. The content is financial planning related as we are a financial planning firm - The ideal candidate understands Instagram's unique language and visual cues, and can seamlessly incorporate educational themes into attention-grabbing posts. - A successful history of creating compelling posts that foster engagement and increase audience education is required. - Your portfolio should demonstrate a strong ability to balance aesthetic...

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    I'm looking for an expert in VBA and macros to help streamline my processes in Excel. Key Requirements: Shifts: Defined two shifts in the "task tap": Morning: 6:00 to 15:30 Afternoon: 14:00 to 22:30 Quality: Updated the agreed-upon columns in the "quality tap." And remove the error code if there is no any number Delays: Ensured delays are reflected as discussed. Task Order: Arranged tasks in the "task tap" from oldest to newest. Please review the file and let me know if you have any questions or require further changes. Requirements: 1- Required an option in this file (Excel) that when the planner change the completion date of any task in column K in the TASKS tap, the color of the cell will be changed to yellow, an...

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    I'm looking for expertise to bypass the date-lock activation issue of my Reckon Accounts Plus 2021 Perpetual License. To provide context: - The license activation date is locked, preventing me from using my software fully. - My goal...provide context: - The license activation date is locked, preventing me from using my software fully. - My goal is to restore the full functionality of the software. - It's the Australian version of Intuit Quickbooks. Ideal candidates for this job will have: - Deep understanding of software engineering and system configurations. - Proven experience specifically with Reckon Accounts or similar financial software. - Aptitude for troubleshooting and problem solving. Looking forward to working with someone who can help restore my software to...

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    I require a digital solution for simplifying the onboarding process for my heating and plumbing sub-contr...signatories and checkboxes where necessary. Key features needed: * Sub-contractor Onboarding Paperwork - freelancers should have experience in digitalizing paper forms into an online format, including variety of form fields like checkboxes and digital signatures. * Detailed Project Proposals - freelancers should provide an extensive outline of their approach including all steps from initial planning to execution and maintenance. Ideal candidates should: * Have experience delivering similar projects. * Be capable of completing the task as soon as possible. Your proposal should include a detailed project plan - for review and consideration. Looking to kick off this task im...

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    I'm seeking a professional with adept financial analysis skills to help me track and understand my small business's budget variances. Key Responsibilities: - Conduct a thorough examination of the company's financial data - Identify and analyze budget variances - Offer actionable insights and recommendations for improving budget performance Ideal Skills and Experience: - Proven experience in financial analysis, preferably in a small business context - Expertise in budget variance analysis - Strong knowledge of accounting principles and financial modeling - Excellent communication and presentation skills - Ability to work independently and deliver high-quality results in a timely manner

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    I'm looking for a skill...using APIs. - Customizable Filters: I need the ability to set up and save customized filters based on specific criteria such as price, volume, and market cap. - Historical Data Analysis: It is important that the tool can analyze historical data, enabling me to make more informed decisions. Ideal Skills and Experience: - Proficient in working with live stock data APIs. - Strong background in financial analysis and understanding of stock market dynamics. - Experience in developing tools with customizable filters and historical data analysis features. - Knowledge of equities, ETFs, and index options. This project requires attention to detail, adherence to deadlines, and excellent communication skills. Please provide relevant examples of previous work in...

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    I'm looking for a skilled Excel expert to automate the formatting of a spreadsheet from a Quickbooks export. Key Requirements: - I primarily need the freelancer to set up and automate formatting in my Quickbooks Excel spreadsheets. - The final formatting should be both visually appealing and easy to read for the end user, we will provide guidance on what the end result should look similar to. Ideal Skills and Experience: - Strong proficiency in Excel, especially with automating processes and conditional formatting. - Previous experience working on projects involving data visualization and presentation. - A good eye for design to ensure the data is clearly differentiated and visually engaging.

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    I have a project that involves data entry from an Excel file. The data needs cleaning and formatting before entry, and the end goal is data analysis. I am looking for a freelancer who can help me with the following: - Excel Data Entry: Transfer data from an Excel file into a designated system. - Data Cleaning & Formatting: Ensure the data is cleaned and formatted correctly before entry. - Data Analysis: Help in structuring the information in a way that facilitates analysis. Ideal skills for this project include experience in data entry, Excel, and data analysis. Looking for a reliable and detail-oriented freelancer to complete this task efficiently.

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    $6 / hr Avg Bid
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    I'm looking f...QuickBooks Online data to Power BI for analysis. Key Requirements: - You must have hands-on experience working with QuickBooks Online and Power BI. - You should be able to consolidate and visualize various types of data such as financial reports, customer data, and vendor data from QuickBooks accurately in Power BI. - I need the data to be refreshed daily in Power BI. Your Responsibilities: - Establish a seamless connection between QuickBooks Online and Power BI. Ideal Skills: - Proficiency in Power BI and QuickBooks Online. - Strong experience working with financial data visualization. - Excellent attention to detail and ability to ensure data accuracy. - Excellent communication and problem-solving skills. - Ability to meet deadlines and adapt to cha...

    $133 (Avg Bid)
    $133 Avg Bid
    26 bids