You will get for a monthly fee a high end automated Financial Model in Microsoft Excel
Project details
We will model anything, we will connect with any web enabled API, and we will deliver a high end visualisation that you need with any model you can conceive.
What sets us apart is that we know what we are doing, therefore we charge an ongoing monthly fee for as long as you use the file. If you go with someone else they will charge you 100s or 1,000s to build a solution that may or may not work, with us we back ourselves, we will spend the time to build a solution that you need - tailored to your exact situation - then once it is built you pay us a monthly fee to use it, and if at any time you don't find it useful for your business - stop paying!
This means that we have to get it right!
What sets us apart is that we know what we are doing, therefore we charge an ongoing monthly fee for as long as you use the file. If you go with someone else they will charge you 100s or 1,000s to build a solution that may or may not work, with us we back ourselves, we will spend the time to build a solution that you need - tailored to your exact situation - then once it is built you pay us a monthly fee to use it, and if at any time you don't find it useful for your business - stop paying!
This means that we have to get it right!
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$40
|
Standard
$60
|
Advanced
$100
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 4 days |
Number of Revisions | 2 | 2 | 2 |
Number of Graphs/Charts | 5 | 10 | 20 |
Number of Scenarios | 1 | 1 | 1 |
Number of Model Variations | 1 | 1 | 1 |
Model Documentation | - | - | - |
Data Source Connectivity | - | - | - |
Model Validation/Testing | - | - | - |
Frequently asked questions
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DC
Daisy C.
Oct 10, 2023
Amends to Forecasting sheet
This was my second time working with Rupert as we wanted amendments made to the tools he initially built. The work was completed quickly and again to a high standard, always a pleasure working with him.
MF
Mike F.
Aug 22, 2023
Excel - finalise formula in Capacity Model spreadsheet
You'll not find anyone better at excel and solving tricky problems to create detailed reports. We will work with Rupert again.
DP
David P.
Aug 16, 2023
Spreadsheet Development
A pleasure to work with, Rupert worked hard to understand our requirements and then to build models that met the specification. He was able to cater for changing requirements and scope creep and used his prior experience not just to build complex models, but also to focus on the user experience.
JK
Joshua K.
Sep 3, 2022
Spreadsheet/data modelling support for marketing performance
CC
Calum C.
Jun 30, 2022
Excel forecast creation
Rubert completed the job to a very high standard, after having a call he put everything I asked for in place in a very organised way and added parts that he felt were needed for my benefits.
Great communication throughout and more then happy with the final outcome of the project. would 100% use and recommend again!
Money well spent for my company.
Great communication throughout and more then happy with the final outcome of the project. would 100% use and recommend again!
Money well spent for my company.
About Rupert
Microsoft Excel Expert : Financial, Logisitcal, Data Modelling
High Wycombe, United Kingdom - 12:10 am local time
Model Any Situation perfectly and with the least user input.
Whatever set-up you need, reach out and let's get you working.
And all the other stuff about me
Free Hour video consultation to discuss your project, through MS Teams - send me a message with your availability and email address we can set one up quickly.
Upwork Discount: I provide a substantial discount on my standard rate when booked through upwork
Microsoft Excel Expert Business Intelligence Reporting Analyst
I am a Buckinghamshire (not far from London, England) based data analyst with over 20 years of professional experience working on analysis and reporting projects. I specialise in delivering bespoke reporting and data-management functionalities on projects both large and small. Originally educated at both Eton College & Oxford University as a Scientist (specially Biochemistry - multi-layered systems of chemical pathways more complex than found any business) I have become well versed in creating highly complex integrated databases which can be easily maintained and reduce user error. I have significant experience in automation of financial and not financial reporting information.
Projects vary in size and scope; however, using my experience in Business, Finance, and Science I am able to quickly identify what you really need to achieve the result you desire. Stop saying to yourself "there must be a better way" and instead let me find it for you!
Marginal gains or step-change, just get in touch. Whilst there are many issues I can fix, here are some in which I am most in demand.
A: Automation/Visualisation of Reporting
Financial Month End, Utilisation Statistics, In-depth reporting - whichever and whatever it may be I am here to help - you can either tell me what you currently do, and I can develop a solution to give live or periodic data at the touch of a button. (Specialities: Microsoft Power BI, Microsoft Excel, SQL, Oracle, + many more besides)
B: Automation of Process
Process design is key to any excel or database system, often simply moving fields into a different order can pay dividends in speed of input and reduction in errors.
C: Simplification of Data Entry
Often repetitive tasks can be automated and drive not simply business efficiency, but improved data collection and interrogation. I can use my years of experience to find the best way to let your users spend their time in the most productive fashion.
D: Data cleanse
As I have so many formula to choose from if you provide data to me, in most formats, I can identify formulae to cleanse and separate information into appropriate fields.
Core Competencies:
Specialist in Microsoft Excel, Microsoft Power BI, PowerPivot, Know & Transform, PowerQuery
SharePoint, OneDrive
Data Visualisation
Data Cleanse
Integrated Reporting Systems / Enterprise Reporting Systems
Excel sheets to maintain monthly reporting
Budgeting/Forecasting/Planning
Purchase Order (PO) System
Steps for completing your project
After purchasing the project, send requirements so Rupert can start the project.
Delivery time starts when Rupert receives requirements from you.
Rupert works on your project following the steps below.
Revisions may occur after the delivery date.
Brief
We have a 45-minute meeting to confirm the requirements you need for your project/model
Version 1
We create a barebones schema with all of the outputs identified for you to sign off