You will get a fantastic investment tracking template with exclusive free modification
Project details
You will get a full fledge automatic investment tracker that will take inputs as define investments, enter investment amounts in data entry tab and then click refresh button on dashboard tab it will run a macro to update the data automatically in entire sheet and provide results based on inputs.
What's included
| Service Tiers |
Starter
$300
|
Standard
$400
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 5 days | 3 days | 2 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 10 | 20 | 30 |
Formatting & Clean Up | |||
Graph & Table Creation |
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About Waqar
Financial Analyst & Modeler | Excel & Google Sheets Expert | MBA
100%
Job Success
Lahore, Pakistan - 12:32 pm local time
A Highly Skilled and Top Rated Financial Analyst & Excel Expert for the past 4 years at Upwork. I have more than 7 years of experience in the field of Accounting and Finance. I have more than 5 years of experience in Financial modeling and Quick Books accounting, Further i have MBA major in Finance and have more than 7 years of experience in Advanced MS Excel.
I have worked for several companies where my major responsibility were:
✔) Building Simple and Complex Financial Models Using Excel for Startup Businesses, Existing Private Companies and Public Listed companies
✔) Projecting financial statements based on assumptions provided by client/industry standards/historical trends
✔) Flexible Dashboard Development to control the whole model
✔) Highlighting micro & macro-economic changes that can significantly impact the profitability and other financial ratios of company
✔) Designing PowerPoint Presentations to support the models developed
✔) Other day to day tasks like financial statements conversion from PDF to Excel, Consolidating existing financial models
At Upwork i have worked for more than 50 clients and developed 100+ fiancnial models for clients from USA, Australia, UK and KSA. I have also transformed large sets of data into meaningful and insightful information by using excel functions. I have more than 7 years of professional Experience in Advanced MS Excel. I have full command over MS Excel functions and features, can perform the following tasks with ease.
✔) Data Analysis (Sales, Financial, Marketing and HR Data Analysis)
✔) Dashboard Development
✔) Inserting Excel Formulas ( V-Lookup, H-Lookup, Simple Lookup, If Condition, Logical Tests, Sum-if, Count-if, Array, Index, IRR, NPV, PV, FV, Concatenation and many other functions )
✔) Inserting Pivot Tables
✔) Interactive Charts Development ( Bar Chart, Thermometer Chart, Speedometer Chart, Line chart, Pie Chart, Area Chart, Waterfall Chart and many Other as per requirement )
✔) Data Sorting, Splitting and Merging
✔) Duplicate Entries Removal and Highlighting
✔) Advanced data Filtration
✔) Macros Inserting
✔) Validating Data
✔) Locking and protecting cells
✔) Automating the excel sheet
✔) Use of Developer Tools
✔) Conditional Formatting
I am not limited to perform the above mention tasks, can perform many other complex tasks as well, through the combination of different functions in MS Excel.
I pursue problem solving & Analytical Skills, always try to find innovative solutions to problems that can be helpful in future as well, I am a quick learner have urge to learn new things, very good with numbers & numerical analysis, ability to find required data through internet research.
I am pleased to offer my help. Thank You!
Regards,
Waqar Afzal
Steps for completing your project
After purchasing the project, send requirements so Waqar can start the project.
Delivery time starts when Waqar receives requirements from you.
Waqar works on your project following the steps below.
Revisions may occur after the delivery date.
Gathering Requirements
Client will be providing their version of requirements.
Understanding requiremnts
I will understand all requirements and check either they are possible or not, if possible client will be communicated and have mutual understanding agree on same page.