
Closed
Posted
I have several high-volume financial datasets that need a careful eye before they can be trusted for decision-making. Your first task will be to tidy up the raw files—spot and resolve inconsistencies, fill the inevitable gaps, and confirm every figure lines up across worksheets. Once the data is clean, I’ll lean on you to turn it into clear, executive-ready reports. Think dynamic Excel dashboards, concise tables, and visual summaries that highlight key performance metrics without drowning the reader in numbers. While the whole workflow—from organising and validating through to analysis—matters to me, the reporting stage is where I need the most help right now. If you have a knack for transforming rows of figures into insights people can actually use, you’ll be a great fit. I’m working exclusively with financial data, so experience handling general admin or customer datasets alone won’t cut it. Show me projects where you’ve wrangled balance sheets, ledgers, or similar monetary records, and explain how your analytical thinking improved data quality or revealed actionable trends. Advanced Excel skills (Power Query, PivotTables, formulas, maybe a bit of VBA) are non-negotiable; familiarity with tools like Power BI or Tableau will be a bonus if you prefer them for visualisation. Deliverables • A fully validated master dataset, ready for ongoing use • A set of summary dashboards and report templates that refresh automatically when new data is added • Brief documentation outlining the checks performed and any assumptions made When you apply, focus on your relevant experience—concrete examples beat generic claims every time. I’m ready to start as soon as I find the right analyst.
Project ID: 40487814
18 proposals
Remote project
Active 7 hours ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
18 freelancers are bidding on average $20 USD/hour for this job

*Hi, I specialize in balance sheets/ledgers cleanup using Power Query + advanced Excel. I’ll validate figures across sheets, resolve gaps/inconsistencies, and build a master dataset that’s 100% reconcilable. Then I’ll create exec-ready dashboards with dynamic PivotTables, KPIs, and visuals that auto-refresh when new data drops.* *Deliverables: Validated master file + dynamic Excel dashboards/templates + doc of all checks done. I’ve wrangled multi-sheet P&L + transaction data before and used formulas/VBA to catch errors that manual review missed. Timeline: 2-3 days depending on volume. Can share similar finance dashboard samples.*
$15 USD in 40 days
5.5
5.5

Hello, I am a certified tableau desktop and an expert data scientist having over 4 years of experience in creating powerful and interactive dashboards for data analysis and insights generation. I can perform the data cleaning & transformation using SQL and perform data visualization using advanced features features of Tableau/ PowerBI to gain insights from data. I have worked on projects of various domains such as healthcare, fundraising, finance etc and I can guarantee an insightful dashboard according to the requirements. I offer best practices of business intelligence with the help of BI tools like tableau and power BI , having experience in creating goal driven dashboard for strategic business decisions. My area of expertise is the analysis, design, development and deployment/ publishing of dashboard reports to cater to the business requirements and troubleshooting needs. I offer reliable services, check my portfolio to know more :)
$20 USD in 40 days
4.3
4.3

Hi I am PhD in Business analytics and have 10 years of research and writing experience. I have worked on PhD level thesis projects, published papers in peer reviewed journals and have also worked with several companies on creating research-based reports, books, white papers, financial reports, business plan, market analysis, competitive analysis. I have excellent writing skills in finance, economics, marketing, business, engineering and healthcare fields along with advanced statistical analysis skills in SPSS, SAS, TABLEAU, PYTHON, R programming and excel to complete any assignment in high quality. Looking forward to discussion, Best Regards, Radhika
$25 USD in 40 days
3.3
3.3

Hello, I have experience working with financial datasets, data validation, reporting, and Excel-based dashboard development. I can clean, reconcile, and verify your data to ensure consistency, accuracy, and reliability across all worksheets before analysis begins. Using Power Query, PivotTables, advanced formulas, and automation techniques, I will create a structured master dataset and refreshable reporting framework. My focus is on transforming complex financial information into clear, executive-ready dashboards and actionable insights. I have worked with financial records, reporting structures, and performance metrics requiring detailed quality checks and reconciliation. All validation steps, assumptions, and reporting logic will be documented for transparency and future maintenance. I am available to review the files and discuss reporting requirements immediately. I look forward to helping build a reliable and insightful financial reporting solution.
$16 USD in 40 days
2.0
2.0

- I have experience cleaning, validating, and analyzing large business and financial datasets using Excel, Power BI, SQL, and Python. - My approach includes reconciliation checks, duplicate detection, missing-value analysis, and consistency validation to ensure the final dataset is accurate and reliable. - I am highly proficient in Excel, including Power Query, PivotTables, advanced formulas, lookup functions, and automated reporting workflows. - I have built executive-facing dashboards that convert large datasets into clear KPI-driven reports and visual summaries for decision-making. - My experience includes sales analytics, business performance reporting, forecasting, and financial KPI monitoring. - In a recent project, I developed a PHP API, integrated database data into Power BI, and created automated real-time dashboards for business reporting. - I focus on building refreshable reports and dashboards that remain easy to maintain as new data is added. - I will deliver a validated master dataset, automated reporting templates, clear documentation of all checks performed, and actionable insights presented in an easy-to-understand format. Reference work is available in my profile.
$17 USD in 40 days
1.0
1.0

Hi client, If I don't deliver exactly what's promised — don't pay me. Financial data is my niche. With a background in accounting and finance, I don't just clean numbers — I understand what they mean. Balance sheets, ledgers, and multi-sheet reconciliations are familiar territory. Here's what I'll deliver in 3 days (5 hrs/day): Day 1 — Full dataset audit: inconsistencies flagged, gaps resolved, cross-sheet figures reconciled. Day 2 — Dynamic Excel dashboards with PivotTables, Power Query auto-refresh, and KPI summaries built for executive consumption. Day 3 — Report templates, documentation of all validation checks, and assumptions log — ready for ongoing use. While my portfolio at freelancer.com/u/echekwa shows Excel and Power BI projects across multiple domains, my accounting foundation ensures financial data gets the precision it demands. Rate: $15/hr | Timeline: 3 days | Total: ~$225 Ready to start immediately. Chijioke
$15 USD in 14 days
0.6
0.6

Hello, Your project aligns perfectly with my background in **financial data analysis, Excel modeling, and executive reporting**. I understand that the real challenge is not simply cleaning the data—it is building confidence in the numbers and then translating them into reports that management can actually use for decision-making. ### Relevant Experience I have worked extensively with: • Balance sheets, income statements, and cash-flow data • General ledger exports and transaction-level datasets • Budget vs. actual analysis • Financial forecasting and KPI reporting • Multi-sheet Excel models requiring reconciliation and validation In previous projects, I have used Power Query to consolidate fragmented financial records, identified reconciliation gaps between ledger and summary reports, and built automated dashboards that reduced manual reporting effort while improving visibility into profitability, cash flow, and operational performance. ### My Approach #### Phase 1 – Data Validation & Cleanup • Audit all worksheets for inconsistencies and missing values • Reconcile totals across sheets and reporting periods • Standardize account structures, date formats, and financial categories • Identify hard-coded values, duplicate records, and formula issues • Document all corrections and assumptions
$20 USD in 40 days
0.2
0.2

Hello, I've recently completed a very similar project for an education company, where I developed both mobile and web applications capable of scanning handwritten checklists, capturing notes, and transforming that information into real-time analytics and reporting dashboards. The solution helped automate educator workflows, improve reporting accuracy, significantly reduce manual administrative work, and create a scalable platform with secure role-based access across both web and mobile environments. Because of my experience building similar systems, I'm confident I can bring valuable insights and practical solutions to your project. I'd love the opportunity to discuss your requirements in more detail. The worst that can happen is you walk away with a free consultation and some useful recommendations for your project. I look forward to hearing from you. Kind Regards, ReeceVT05
$15 USD in 7 days
0.0
0.0

Good day, I'm Lehan, and your project immediately caught my attention. In a recent project, I helped a client streamline financial data processes, ensuring accuracy and creating insightful reports. I specialize in transforming raw financial datasets into clear, actionable insights. With over 20 years of experience, I can deliver the reliable, executive-ready reports you need. My expertise in Excel, including Power Query and PivotTables, aligns perfectly with your requirements for dynamic dashboards. Having handled similar projects, I have garnered 75+ 5-star reviews and rank in the top 1% among 75 million users. Can we discuss how I can assist in validating your financial data and creating user-friendly reports that drive informed decisions? Regards, Lehan
$15 USD in 7 days
0.0
0.0

I saw you need a validated financial master dataset and executive-ready dashboards that refresh automatically. I specialize in Power BI development and advanced Excel workflows. I can build dynamic dashboards using Power Query and PivotTables that update as your master dataset grows. My approach focuses on spotting cross-worksheet inconsistencies and documenting every validation check so your figures stay trusted. I'm currently building my freelance portfolio, which means you get dedicated, detail-oriented work at a competitive rate. Can you share a sample worksheet so I can outline the validation checks and dashboard structure before we start?
$15 USD in 30 days
0.0
0.0

Hi! With a formal Accounting background and extensive experience wrangling ledgers and financial datasets, I am a perfect fit for this role. Here is what I bring to the table: - Data Cleansing: Proven skills in spotting inconsistencies, fixing gaps, and ensuring 100% data integrity across worksheets. -Advanced Spreadsheets: Expert in building dynamic dashboards and automated reporting templates to highlight key performance metrics. Ready to turn your raw figures into executive-ready reports. Let’s connect!
$15 USD in 40 days
0.0
0.0

Hello, I can help validate, organize, and analyze your financial datasets and transform them into clear, decision-oriented reports. My approach would be: • Review datasets for inconsistencies, missing values, and formatting issues • Validate figures across worksheets and identify potential data-quality problems • Build structured Excel reports using Pivot Tables, formulas, and automated summaries • Create executive-ready dashboards focused on key metrics and trends • Document validation checks, assumptions, and data-cleaning steps My background includes SQL analysis, KPI reporting, business analysis, and data validation workflows. I focus on turning large datasets into practical business insights rather than simply presenting raw numbers. I would be interested to understand the structure of the financial data, the number of files involved, and whether the source data is already standardized across worksheets. Best regards, Ilya
$15 USD in 40 days
0.0
0.0

Daerah Khusus Ibukota Jakarta, Indonesia
Member since May 29, 2026
₹400-750 INR / hour
$2-8 USD / hour
$30-250 NZD
₹750-1250 INR / hour
₹750-1250 INR / hour
₹75000-150000 INR
$5000-10000 USD
$250-750 USD
₹12500-37500 INR
$125-250 USD
$250-750 USD
$30-250 USD
$30-250 USD
$15-25 USD / hour
₹12500-37500 INR
$2-8 USD / hour
$15-25 USD / hour
$15-25 USD / hour
$8-15 USD / hour
£250-500 GBP