AS
Austin S.
10 Sept 2024
Data Collection from SEC Filings
Great job. No more work now, but I'll definitely hire again if I have some in the future.
You will get excel contact database and excel tasks
Top Rated
You will get excel contact database and excel tasks
- Delivery time 3 days
- Number of Revisions 10
- Number of Hours of Work 1
- Formatting & Clean Up
3 days
delivery —
22 Sept 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Zia gets paid once you are satisfied with the work.
Project details
I can do error free following tasks for you using Microsoft Excel and Google Sheets.
MS Excel Database Creation
Design Excel spreadsheet
Removing duplicates
Merging of the data from different sheets to one master sheet
Split text/data into different cells
Combining of data into one cell
Clean, Sort, Filter Data
Vlookup & Hlookup
Graphs and Pivot Charts
Conditional Formatting
Drop down lists
Dynamic charts & graphics
Convert any file to Excel or CSV from PDF, Word, and scanned pages
Research on Web particularly historically financial data
Invoices both in excel and word
Extract financial and non financial data from 10Q / 10K and annual reports
Thanks
MS Excel Database Creation
Design Excel spreadsheet
Removing duplicates
Merging of the data from different sheets to one master sheet
Split text/data into different cells
Combining of data into one cell
Clean, Sort, Filter Data
Vlookup & Hlookup
Graphs and Pivot Charts
Conditional Formatting
Drop down lists
Dynamic charts & graphics
Convert any file to Excel or CSV from PDF, Word, and scanned pages
Research on Web particularly historically financial data
Invoices both in excel and word
Extract financial and non financial data from 10Q / 10K and annual reports
Thanks
What's included
| Service tiers |
Starter
US$5
|
Standard
US$15
|
Advanced
US$30
|
|---|---|---|---|
| Delivery time | 3 days | 3 days | 3 days |
Number of Revisions | 10 | 20 | 50 |
Number of Hours of Work | 1 | 2 | 3 |
Formatting & Clean Up | |||
Graph & Table Creation | - |
Frequently asked questions
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AS
Austin S.
10 Sept 2024
Looking for Upworkers to Collect Data From SEC Filings
Great job. No more work now, but I'll definitely hire again if I have some in the future.
LL
Lydia L.
3 Sept 2024
Data Entry for Financial Statements
Great work, timely and accurate and continued to add responsibilities!
AN
Allison N.
23 Aug 2024
Collect data from SEC filings
DW
David W.
13 Aug 2024
BDC Excel Database #3
About Zia
US SEC filings/EDGAR/Financial Data Collection/Data Extraction
100%
Job Success
Rawalpindi, Pakistan - 2:46 am local time
I did ACCA and MBA finance. I have more than seven years of experience in the accounts & Finance industry. I worked in the financial data collection departments of S&P Global and Qineqt Inc. I have a good understanding of SEC filing documents like 10K, 10Q, 8K, Financial Supplements, Prospectus, DEF14 and annual reports. If you need any information from these documents, I can find it from there.
I can do the following for you :
✔︎ Data analysis
✔︎Cleaning data
✔︎Transforming data
✔︎Profit & Loss statement
✔︎Balance Sheets
✔︎Executive Compensations Data
✔︎Beneficial Owners / Stocks / Shares Data
✔︎ Research on the Web, particularly historically financial data
✔︎Any task related to MS Excel like Vlookup & Hlookup, Clean, Sort, Filter Data, graphs.
100% Accuracy Guaranty!!!
Steps for completing your project
After purchasing the project, send requirements so Zia can start the project.
Delivery time starts when Zia receives requirements from you.
Zia works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1: Requirements Discussion
Please discuss the project details then place the order. Thanks
Step 2: Initial Draft
First Draft will be provided based on requirements