Build financial models in Excel of publicly traded companies
Project ID:
434608Project Type:
FixedBudget:
$750-$1500 USD
Project Description:
We need financial models built in excel on a number of publicly traded companies listed on U.S. stock exchanges. Each company will have 3 statements, an income statement, balance sheet and statement of cash flows.The historic data on a quarterly basis for the last three years needs to be entered. The data is typically available in the investor relations (about us) segment of a company's web site in the form of historic press releases. it is also available at wwww.sec.gov in the form of 10ks and 10qs (which are filings that publicly traded stocks need to file with the government)
We also may be able to provide you with most of the historic quarterly data as well as annual data in excel spreadsheets. You will have to arrange it properly so that the line items match up appropriately between the quarters and years. Also, you will have to enter in the data on revenue by product line and profitability by product line if the company provides it. If having this core data in excel would have a significant impact on your bid, please let us know and we can provide it.
All relevant financial metrics should be included as well. examples would be expenses as a % of revenue, Days sales outstanding...and so on. There are many more. Please see the sample spreadsheet that we have included. An understanding of financial statement analysis is quite important.
These metrics will then be used to drive forecasts of future results for the company for all three statements which should tie together. We are including a sample excel financial model for your reference, and which actually can be used as a sort of template for other models. This one is of symantec (SYMC).
We want to start off with this work to be done in phase one for 30 companies. Over time, we hope to expand the project to 100s of companies.
We would prefer to work with individuals that have some experience doing financial analysis and forecasting and a deep familiarity with excel.
Skills required:
Accounting, Data Entry, ExcelAdditional Files:
symc.xls
Public Clarification Board
7 messages
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UMCSAA
Hello
Our company is base here in New York and we specialize in financial modeling and developing linkage from operational sub-schedules to the P & L, Balance Sheets, Working Capital, Cash flows, breakeven Analysis, and Operating ratios. This would be a good project to develop and the potential to work on the other projects.over 2 years ago
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aladinooo
Are you looking for developing a financial model using Excel macros or you're looking for plain data entry job? Please advise as I am confused.
over 2 years ago
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iateadonut
unfortunately i can't bid on this...
I'm sure you've seen a lot of bids with this same information. I regret that I'm not the first.
Since the SEC conveniently provides a very standard format for 10-K's and 10-Q's, you should have a program which parses the .html files after you have downloaded them and puts them into a database.
You could then write another program to make your xls files from the database.
Having a database to store all the information has many other advantages in terms of researching trends. It will take some time with this approach, but once you are complete, your capacity to analyze companies should increase by leaps and bounds. One small example, if it were all in a database, you could say, "Find all companies whose quarterly growth in profits are consistently between 10-25% every quarter over 5 years". You could do incredibly complex analyses and compare them to historical trends in the stock price. This is not really possible using spreadsheets.
Let me know if I can work on this for you.over 2 years ago
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QuantFreelancer
Hi,
I have done this sort of work extensively, as I was working with investment management company. If you need I can provide you with reference. I would like to work on this.
I want to know the analysis of approximate number of companies and its time frame. I have experience of going through SEC submissions as well as other sources on the net like mergent etc.
Depending on the work and analysis I might be able to automate the sheets for you.over 2 years ago
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zszabo
Hello,
If is not so urgent could we return monday, because next 2 days I have examens, exactly from Company resource managment. Now I smile to see the profitability, after I learn it from this material the Profitability Index, NPV, internal rate of return, etc. The excel part, VB macro is already well knowed by me, done a lot of macro for our forcasting, planing, data acquisition and analysis, and a lot of VB GUI for operator. As the seconde semester student on economics as postgraduate, with engineering/programming background I think this is a graet project for me. If you are interested let me know.
B.R.
Zoltanover 2 years ago
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neilherman
here is a sample document for microsoft which will be one of the companies with almost all the data you will need already converted. so basically, this data will need to be added into a "template" similar to the excel spreadsheet already provided. then additional data from press releases will needed to be added (typically revenue by product line)
over 2 years ago
