Excel Expert Needed

Posted last week

Worldwide

Summary

I'm looking for an experienced Excel and financial modeling expert to help transform my existing cash flow and budgeting spreadsheet into a professional management dashboard. The foundation of the workbook is already built. I'm not looking for someone to build it from scratch, but to optimize, automate, and improve the overall structure and user experience. The workbook should automatically calculate and visualize our financial performance as data is entered. The project includes: Building a clean executive dashboard Automating calculations across multiple sheets Creating dynamic charts and KPI dashboards Improving formulas and workbook structure Cash flow forecasting Budget vs. actual tracking Revenue, expenses and profit tracking Lost revenue tracking Automatic summaries and management reporting The dashboard should be visually clean and easy to understand, allowing management to quickly get an overview of the company's financial performance each month. Ideally, you have experience with: Advanced Microsoft Excel Financial modeling Financial forecasting Dashboard design Power Query Pivot Tables Automation and scalable workbook architecture Please include examples of similar financial dashboards or Excel models you've built. I'm looking for someone who doesn't just execute instructions, but can also recommend improvements and build a professional, scalable solution that can grow with the business. If the collaboration is successful, there will likely be additional Excel and automation projects in the future.

  • $100.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Financial Modeling
Financial Analysis
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:4 days ago
  • Interviewing:
    2
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Apr 18, 2025
  • Denmark
    6:37 PM
  • HR & Business Services
    Small company (2-9 people)

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