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Do some advanced Excel Work for a Financial Spreadsheet

I have a sophisticated Excel Spreadsheet that is used in the Australian Financial Advice industry. It is used for research and analysis on a couples financial situation and allows for recommendations off the back of the analyisis.

One of the next features to add on is the ability to hold a database of managed funds/investments. Each fund would have detail of its fees (ICR and MER), asset allocation, buy/sell spread, and potentially performance figures.

We would expect to have a list of around 500 managed funds with all this detail.

There are a number of places that we will need to be able to select various managed funds, and the % that would go into each fund to produce a portfolio. The portfolio would then need the weighted total figures for each of the different variables.

Also, we would need a way to be able to analyse transaction fees for rebalancing a portfolio. ie it would need to work out the buy sell spread fees on the different rebalances.

This will make a lot more sense once I show you 2 spreadsheets that we have. However, given the size of the spreadsheet already - we need someone with the skills to make sure that it all works very efficiently and easily.

Lastly - I require someone who is very detail oriented and ensures that they then test their work and make sure that it works how it should. I don't want to have to test it all again after each edit to make sure that it works as intended.

Once Complete - there is a second project that will deal with financial projections over time. It would require quite a bit of work and will put you in good stead to get this job as well.

Compétences : Saisie de Données, Traitement de Données, Excel

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Concernant l'employeur :
( 6 commentaires ) Kilsyth, Australia

N° du projet : #8542177

24 freelances ont fait une offre moyenne de 12 $ /heure pour ce travail

flashsaiful

Hello Dear, I can do this for you. Please send a massage in the PMB for details.......Best Regards flashsaiful

12 $ AUD / heure
(119 Commentaires)
6.2
raghav1101

Hi, I would love to work on this project. I am a chartered accountant (CPA equivalent) with 5 years of experience in the field of accounts and finance. I have 8 years of experience in Microsoft Excel including working Plus

26 $ AUD / heure
(63 Commentaires)
5.9
elqueabandona

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets and databases. Check my reviews. They speak for themselves. Best regards

22 $ AUD / heure
(78 Commentaires)
5.9
dangersystem

Hello there, Just read the whole description carefully, I think i am able to complete your job within minimum time and with best result Please ask me any inquiry you are searching for, I am ready to discuss with Plus

12 $ AUD / heure
(105 Commentaires)
5.4
someka

You dont need to recruit me now. Drop me a message and i can make a free trial study for you. If you get happy, we can proceed. (as i want more references in my profile, i provide this service) I have a 5,5 years of Plus

8 $ AUD / heure
(50 Commentaires)
5.1
arman0464

!!Hello Sir/Madam, I have 6+Years experience in this field with 99% of success ratio. Delivering top-level services is my specialty .I believe that my expertise would be a good match for your project. Ready to sta Plus

8 $ AUD / heure
(90 Commentaires)
5.1
vineet370

Dear Employer! I've read the entire description. I have sound knowledge of data entry, web search and data mining jobs. I am a professional user of Office (Word, Excel, Power Point) and other programs. I have 6 years o Plus

8 $ AUD / heure
(42 Commentaires)
4.7
rajafaizan

I am very interested in your project. I have 5+ years exp. in MS Office, Designing, Quick-books, Office Management, PDF, Google spreadsheet, Vba and typing. I will give you my best possible work. I would like to thank Plus

12 $ AUD / heure
(24 Commentaires)
4.3
ArmieHans

Hello mam/sir, Good day to you. I have worked accurately with all forms of data types for over 10 years. I have wide experienced from my previous worked when am still in the Philippines. Worked as Data Searcher, Exa Plus

8 $ AUD / heure
(1 Commentaire)
2.4
babulahmed10

Hello I have got your job posting on Data Entry Project. According to your job description you need a fast worker for web research and collect your required information. For your kind information I agree to do this j Plus

8 $ AUD / heure
(3 Commentaires)
1.9
hachohenr19

Hi... I would like to help you in your project... I have much experience and skill in handling advanced excel ... I guarantee do a professional job the offered value. If you wish, you can see some examples of Excel Plus

8 $ AUD / heure
(2 Commentaires)
2.1
mani246

A proposal has not yet been provided

12 $ AUD / heure
(0 Commentaires)
0.0
simeonready4work

As an Accountant, I will be able to work on this project, I have the experience of working on spread sheet to prepare Financial Statement.

12 $ AUD / heure
(0 Commentaires)
0.0
sroble84

I have 4 years of experience doing many office tasks as doing data entry jobs, transcriptions,using Internet and Microsoft Office and other jobs which are done at admin & support. I am fast typing texts in English, ove Plus

8 $ AUD / heure
(1 Commentaire)
0.0
raghu4all

A proposal has not yet been provided

22 $ AUD / heure
(0 Commentaires)
0.0
aliabbasansari86

I would like to introduce myself as an expert in MS Excel and MS Office. I have more than 5 years experience. So you can expect the best quality and quantity.

12 $ AUD / heure
(0 Commentaires)
0.0
spaceExplorer

I use excel all the time to keep track of my live statistics, so i have advanced abilities using this program. Also i am a programer, so i am very trained in testing. On the other hand i studied up to 4th year of Physi Plus

8 $ AUD / heure
(0 Commentaires)
0.0
webplanet9

we are dedicated time provide this project on time. try us *

11 $ AUD / heure
(0 Commentaires)
0.0
lee10114

A proposal has not yet been provided

12 $ AUD / heure
(0 Commentaires)
0.0
mitsaj

Hi! I would like work for you on this project as I am an expert in excel spreadsheet development and administrative services. A brief about myself that I have been professionally attached with content writing, web Plus

8 $ AUD / heure
(0 Commentaires)
0.0