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You will get Data collection from SEC/EDGAR/10-K/AR/S-1/Financial documents

Imran A.Status: Offline
Imran A. Imran A.
4.4
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Let a pro handle the details

Buy Data Entry services from Imran, priced and ready to go.
Imran A.Status: Offline
Imran A. Imran A.
4.4
Preview imagePreview imagePreview image

Let a pro handle the details

Buy Data Entry services from Imran, priced and ready to go.

Project details

Its regarding data collection/extraction from the SEC.gov, EDGAR from the available document like
Proxy
Annual report
10-K, 10-Q, 8-K,QR, 20F
PRE 14A, DEF 14A,
S-4, Registration statement

Data will be entered in excel file with proper formatting
All types of financial data like balance sheet, income statement, cash-flow or financial ratios for peer analysis
Expertise in data collection for public listed companies on NYSE, EDGAR etc
Data collection for Summary Compensation available in the non financial documents like proxy documents available at SEC.gov/edgar or other links
Financial data collection for predefined excel template
Historical financial data for revenue analysis
Standardize financial data collection for predefined financial model with
Data collection
Data extraction
Source tagging
Data mapping
Use Excel functions to aggregate numbers for standardized financial statements
Quality check

Reason to make me Hire

Detailed discussion before starting project
10 years of expertise in different financial data sets of public listed companies at SEC.gov/EDGAR
Quality work
Quick Turnaround
As per Guidelines provided
Data Entry Type
Copy Paste, Data Cleansing, Document Conversion, Error Detection, Online Research
Data Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft Excel, Microsoft Office, Microsoft Word
What's included
Service Tiers Starter
$20
Standard
$40
Advanced
$60
Delivery Time 3 days 6 days 15 days
Formatting & Clean Up
Graph & Table Creation
-
-
Optional add-ons You can add these on the next page.
Fast Delivery
+$25 - $100

Frequently asked questions

4.4
2 reviews
50% Complete
(1)
50% Complete
(1)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)

LL

Lydia L.
5.00
Sep 3, 2024
Data Entry for Financial Statements Great work, timely and accurate and continued to add responsibilities!

DW

Dan W.
3.80
Sep 20, 2021
US SEC - XBRL consultant - 1 hour introductory call - bigger projects available
Imran A.Status: Offline

About Imran

Imran A.Status: Offline
Data Analyst | Credit Analyst | Financial Modeling Financial research
100% Job Success
4.4  (2 reviews)
Rawalpindi, Pakistan - 10:20 am local time
| Data Analyst | SEC/Edgar data collection specialist |Financial Analyst | 10-K/10-Q KPIs | Analytical Reviewer | Audit Historical financial data | Capital IQ | Segment data | summary compensation | Airtable | Compustat Fundamentals
PDF to excel financial data | Research papers correlation | Standardize Financial Statements | EBITDA bridge | LBO

I am IMRAN with 13 years of professional experience in financial data collection, Financial modeling, and data analysis.
As a Lead Data Analyst, I have a strong command of financial fundamentals and regularly extract and analyze data from major sources such as SEC.gov/EDGAR, SEDAR, NYSE, NASDAQ, and investor relations pages
My expertise spans across the U.S. GAAP and IFRS datasets, where I excel in reviewing financial reports, resolving client queries, and creating standardized financial statements in Microsoft Excel templates.

My core responsibility is to collect financial data from the documents like
proxy,Annual report, Form D, 10-K, 10-Q, 20-F, 40-F, 6-K,8-K,QR, SR, PRE 14A, DEF 14A, S-4, Registration statement, Summary compensation.

Expert in to deal with complex financial statements by collecting, extracting or mapping and reviewing the data like balance sheet, income statement, cashflow, EBITDA, debt, Segmental data, financial ratios etc reported either in tables, text and slides after deep analysis of full financial document and then enter the desired data points in the financial models with all historicals back to the date when the company was registered or IPO.
Extensive experience with financial research, including extracting data from sources like U.S. SEC.gov/EDGAR, S&P Capital IQ, yahoo finance and other financial databases.
Strong understanding of both Industry Fundamentals and Compustat Fundamentals and working with large-scale financial data sets including Banks, Consumer, Energy and Utilities, Financials, Healthcare, Industrials, Materials, Real Estate, Technology, Media & Telecommunications etc.
Client relationship management, including resolving queries on complex financial datasets and delivering detailed breakouts.
Use Excel functions to aggregagte numbers for standardize financial statments created by using spreadsheets


I am also expert in document conversion from one format to another, especially to extract data from PDF document and enter it into excel or google files with proper formatting and alignment. I am good enough to work with Ms-excel by utilizing its different functionalities and options.

Steps for completing your project

After purchasing the project, send requirements so Imran can start the project.

Delivery time starts when Imran receives requirements from you.

Imran works on your project following the steps below.

Revisions may occur after the delivery date.

Project completion steps

Receive custom order and prepare sheet as per guide line provided. Share with the client before submission to confirm if there is some thing addition or deletion Submit the project before deadline date Free of cost services after project completion

Review the work, release payment, and leave feedback to Imran.