Finance Automation- Excel to statements, create cash flow forecast & Power BI Dashboard Development

Posted 2 days ago

Worldwide

Summary

Job Description We need a finance-focused contractor to automate our monthly reporting process. Current process: Export financial data from our niche accounting system to excel financial statement workbook. Accounting system does not integrate. Manually reformat into excel workbook reporting templates Manually build management reports Desired outcome: Automated mapping into reporting templates Executive dashboard KPI reporting 13-week cash flow forecast Documentation and training Required Skills: Power BI Power Query Advanced Excel Financial Reporting Preferred Experience: Excel automation Cash Flow forecasting Budget vs Actual reporting Power BI / Executive dashboards Open to fixed-price proposals.

  • Not Sure
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $40.00

    -

    $100.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Visual Basic for Applications
Nice-to-have skills
Microsoft Excel PowerPivot
Activity on this job
  • Proposals:50+
  • Last viewed by client:yesterday
  • Interviewing:
    8
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 19, 2023
  • United States
    Newburgh11:01 PM
  • $213 total spent
    1 hire, 0 active
  • 5 hours
  • Large company (100-1,000 people)

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