Microsoft Excel Portfolio Macros Spreadsheet

My name is Shane Whelan and I am the Admin Director of a Large Financial Planning Firm.

We are trying to design a Macros Excel Spreadsheet in order to reduce and speed up our work load when putting client Insurance Portfolios together. We need somebody that can design and build this spreadsheet for us.

The first attachement is the completed portfolio that we prepare for clients.

The second attachement is the Portfolio Templet that we use to create the second spreadsheet.

I will need to obviously discuss this in more detail, just trying to give you an idea of all the work the goes into putting the portfolio together.

Skills: Data Entry, Excel, Microsoft Office, Visual Basic, Word

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About the Employer:
( 0 reviews ) South Africa

Project ID: #16296386

30 freelancers are bidding on average R1342 for this job


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.

R2000 ZAR in 3 days
(286 Reviews)

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. Best regards

R2000 ZAR in 3 days
(212 Reviews)

I am fast and Extremely Detailed Oriented and good with Excel and EXCEL MACRO/VBA. Completed more than 150+ jobs on Freelancer majority of which was 5 star work. I understand the value of deadline and do not compromi More

R2000 ZAR in 3 days
(183 Reviews)

Hello Shane, I'm ready to work on "microsoft excel portfolio spreadsheet" project. Relevant Skills Excel, VBA Milestones 1201 ZAR - code writing 300 ZAR - userfriendly interface I have samples of work very similar More

R1502 ZAR in 2 days
(118 Reviews)

Dear client I have previously carried out a number of projects in excel using macros and formulas. I can certainly help you in this project. Kindly contact me for further details. Roy

R1500 ZAR in 3 days
(269 Reviews)

Hi, This is Santhosh from India. I am a Business Management Graduate with Computer Science engineering background who is passionate about Data, Mathematics and Technology. I have worked in many data analytics pr More

R1111 ZAR in 5 days
(38 Reviews)

Hi, Experienced Data Analyst and Macro Developer. I have read your instructions carefully. I have excellent knowledge and experience of creating User Form, Command Button, Drop Down, Radio Buttons, List Boxes More

R2000 ZAR in 3 days
(73 Reviews)

Greeting, I have understood your Microsoft Excel Portfolio Macros Spreadsheet task and can do it with your 100% satisfaction. Please ping me for more discussion. I have more than 5 years of experience in Data En More

R2000 ZAR in 3 days
(15 Reviews)

Hello there, after reading your project description and with a drive for excellence, with a keen attention to details and with more than 10 years experience working with Microsoft office especially excel vba, i can dev More

R1000 ZAR in 3 days
(72 Reviews)

Hi, I have seen the files. Kindly share what exactly you want .................................................................................

R1111 ZAR in 0 days
(13 Reviews)

I am an Australian business analyst with 15 years of professional experience building automation solutions using Excel and VBA (macros). As well as expert level technical skills, I am degree qualified in finance whic More

R1222 ZAR in 3 days
(24 Reviews)

Hello Shane, I have read your proposal and attached excel files, I am proficient in Microsoft Excel macro and VBA, I see I am capable to deliver your project with satisfaction and I assure you promised revise until you More

R1088 ZAR in 3 days
(45 Reviews)

hello. how are you? i am expert of Microsoft Excel, excel VBA and data analyst. i have many years of experience on like these job. i can satisfy every thing what you want in short time. best regard.

R1088 ZAR in 3 days
(34 Reviews)

Hi - The template looks pretty straight forward and filling it is not going to be so difficult. Obviously i would need inputs on the source of data to fill the portfolio template, which once provided i will be able to More

R1222 ZAR in 3 days
(23 Reviews)

Dear Hiring Manager, I am an expert in excel and have worked on various automation projects. My skills includes, but not limited to: Macros, Web Scraping, User Forms, Dashboards, Pivot Tables, Formulas, Customized Ri More

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(9 Reviews)
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R1388 ZAR in 5 days
(16 Reviews)

Dear Hiring Manager, I have done so many project done in -Social networking site data collect, Excel Data Entry,Excel formula ,VBAm Typing, and PDF To Word and Word to PDF Converting, Email Voting, Copy paste, I More

R1088 ZAR in 4 days
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R1666 ZAR in 10 days
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my typing speed and my hard work and working experience in microsoft office makes me different from others

R1088 ZAR in 3 days
(0 Reviews)