Financial Reporting Dashboard (small software business)

Closed Posted 6 years ago Paid on delivery
Closed Paid on delivery

I'm looking for an experienced accountant to develop an executive dashboard in excel (or ideally Google Sheets) to semi-automate the reporting and tracking of monthly financial KPIs for my business.

[Month Actual vs. budget, QTD actual vs budget and YTD actual vs budget]

Top Level Dashboard:

- Sales (bookings)

- Revenue

- Total Expense

- Net Result

Sales Dashboard:

- # of installs

- SW Sales (bookings)

- Consulting Sales (bookings)

- Rev

- COGS

- Gross Rev

Expense Dashboard:

- Salary & Overheads (where possible we will split by dept)

--- Product Cost

--- Other Costs

- headcount (#)

- T&E

- G&A

Accounting Excel Finance Financial Analysis

Project ID: #14128416

About the project

47 proposals Remote project Active 6 years ago

47 freelancers are bidding on average $3737 for this job

schoudhary1553

Greetings sir, i am an expert freelancer for this job and your 100% satisfaction is assured if you allow me to serve. Here is the reason. Why you should pick me? a) I am a very expert and have the same kind o More

$6000 HKD in 5 days
(506 Reviews)
8.4
javed1705

I am an ACCA (UK) professional , APA and Mcom finance. After carefully reading your project description, I think that I am the perfect candidate! With over 8 years of experience in advanced use of MS Excel, I can gu More

$4210 HKD in 10 days
(640 Reviews)
8.2
madhurna

Greetings! I am qualified accountant with nine years of experience in accounts, financial analysis and excel. Please PM me to discuss further. Thank you.

$4200 HKD in 3 days
(177 Reviews)
7.9
sanjibsahanew

Hi, I would like to work for you. I will provide high quality and well researched financial dashboard with my senior level business experience. You may validate my profile which is also verified in Freelancer with h More

$4000 HKD in 10 days
(99 Reviews)
6.8
ShaunKleinOnline

Hi there, Your project immediately caught my eye and I feel I would be a great fit. I have over 15 years of corporate experience (with 2 large financial institutions) working in Excel creating advanced automated das More

$5500 HKD in 7 days
(96 Reviews)
6.7
Ashisjena2015

Hi, I'm a Chartered Accountant having experience of more than 10 years in accounts,finance,audit and taxation. Please discuss in detail over chat.

$2000 HKD in 5 days
(135 Reviews)
6.8
WorldAccountants

Hey, I am a qualified Chartered Accountant with more than 10 years of experience in accounting and finance. My profession involves me to work and play around with figures and calculations and I love working in Excel More

$6000 HKD in 10 days
(25 Reviews)
6.0
citijayamala

Expert in Excel, Excel formulas, and all excel functions, macros, lookup concepts. Have done many projects in Excel, created many dashboards, and Business intelligence tool for forex markets. Can complete on time with More

$4444 HKD in 10 days
(116 Reviews)
6.5
axiomconsultants

I have worked for more than 80 clients. I can provide you references of those clients if required. By Profession I am an Accountant with over 10 years of experience. As far as my study is concerned I am a Chartered Ac More

$2500 HKD in 2 days
(13 Reviews)
5.5
arslanu2

I possess chartered accountancy education and I can complete all kinds of Excel, Research, Accounting, Business Planning, Business modeling, Business development, Report writing, Audit, Tax, Business Proposals, BUSINES More

$2000 HKD in 7 days
(12 Reviews)
5.2
BAVarun

I carry a dual degree specialization in the field of finance and comes with a decade long experience in the area of excel and an expert in all the applications of excel be it formulae, user forms or macro. I am willing More

$3000 HKD in 10 days
(64 Reviews)
5.4
awaisjahangir25

I've been working on financial model of a multinational NASDAQ listed company dealing with all the stuff your project based on. Moreover i am new to Freelancer so will work on flexible terms with you to strengthen my More

$2222 HKD in 5 days
(37 Reviews)
5.3
saeedyasir

I am an MBA in Finance and an experienced academic researcher and writer. I will make this dashboard for you in automating your financial tasks. How about a quick discussion

$4444 HKD in 10 days
(18 Reviews)
4.8
rajibroy08

Business Consultant | Corporate finance and accounting | MBA - finance I am a business consultant with experience in data analysis for private and public organizations. I am well versed in Microsoft excel and R. I hav More

$2500 HKD in 10 days
(3 Reviews)
3.7
chungtranduc89

Hi, we propose solution in Excel. Please send to us sample input file, and expected output dashboard. Thank you.

$2000 HKD in 10 days
(3 Reviews)
2.8
NataliyaKNA

Hi! I have over 15 years of work experience in the financial industry. Also I am a Data Entry/Data Processing Expert with years of experience. I know the value of time. If you are looking for data entry work, I am the More

$4166 HKD in 3 days
(9 Reviews)
2.7
pratimasg

Hi, I have recently worked on an accounting software for a school. I think I should be able to help you. Would like to know more about your requirements if we take this discussion forward. (I can however start work More

$4444 HKD in 15 days
(1 Review)
1.6
kencasronBonyo

Hi? I am a data scientist who double as a business analyst,major in applied statistics I am currently doing machine learning algorithms for statistcal modelling.... Expert in R/Rstudio,Python/Anaconda,SPSS/SPSS modo More

$4444 HKD in 10 days
(1 Review)
0.5
ahmedshabanahmed

I am an accountant And i can help you in your work

$2000 HKD in 10 days
(1 Review)
0.4
pratikgedia

Dear Sir/Madam, Hope you are doing well. Though this will be our first project as in Freelancer but we have an experience and utilize it to build any project with total satisfaction. Kindly let us know if we More

$2222 HKD in 15 days
(0 Reviews)
0.0