Financial analysis of multiple companies + dashboard creation

Posted 3 weeks ago

Worldwide

Summary

Project Overview I need help creating a simple financial dashboard in power BI extracted from the financial reports of several companies for the past several years. I will provide the financial data in Excel format. The dashboard should allow me to visualize the financial status of a group of companies. The group includes around 6 to 8 companies operating in different geographies and using different currencies. This is a simple first version/prototype, not a complex enterprise project. Budget and Deadline Fixed budget: USD 150 when the project is completed Deadline: Wednesday end of business day Please apply only if you can complete the work within this budget and deadline. Required Deliverable The deliverable should be a Power BI dashboard connected to the Revised Excel/Google Sheets of the financial data provided. The dashboard should include the below Detailed Revenues-Detailed Expenses-Detailed Profits-Overall Cash Position (AR/AP/bank accounts) loans and equity shareholders Filters and Slicers The dashboard should include filters/slicers allowing the user to analyze the data by: Company Period / month Year Geography Currency Account category Revenue / expense / profit category, where applicable The main idea is to be able to compare the above metrics in 2 different period of time (for example be able to see the profitability in Q1 2023 compared to Q2 2026) Because the companies operate in different currencies, the structure should include a simple currency filter or currency conversion approach, depending on what is practical within the budget. Data Source I will provide the financials in Excel. The developer will group the data in a single sheet and provide the different titles/fields that needs to be revised. I will take the time to unify the names of the suppliers, clients, products sold, categories (if needed) and will send back the file to the developer for the dashboard building. The data should be structured in a way that allows future monthly updates. Expected Output At the end of the project, I expect: A working Power BI dashboard preferably or any other tool serving the purpose Basic charts and tables Filters/slicers for company, period, geography, and currency Connection to the provided financial data Brief instructions on how to update the Excel/Google Sheets data and refresh the dashboard

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • $10.00

    -

    $12.00

    Hourly
  • Remote Job
  • One-time project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise
Mandatory skills
Microsoft Excel
Financial Analysis
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:3 weeks ago
  • Hires:
    1
  • Interviewing:
    3
  • Invites sent:
    6
  • Unanswered invites:
    0
About the client
Member since May 30, 2023
  • Portugal
    Sesimbra9:48 PM
  • $7K total spent
    26 hires, 14 active
  • 481 hours

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