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I have a pre-built Excel template that tracks financial figures from an annual report. The raw numbers are on a general ledger associated with the report. I need someone who can organize the General Ledger data, enter it accurately, sort it into the right tabs and columns, and then run a quick analysis to be sure everything reconciles to the report. You will be working solely with financial data—General ledger, financial report, and a few historical comparisons—so precision is essential. Deliverables • The updated template populated with the latest data, sorted and validated • A brief note (or a new sheet) outlining any formulas, lookups, or PivotTables you added, so I can maintain them next cycle Key Objectives & Deliverables • Data Integration: Accurate entry and categorization of weekly financial data into the master template. • Validation & Analysis: Execution of reconciliation checks to identify anomalies using PivotTables and summary metrics. • Process Optimization: Optional implementation of Power Query for automated data cleaning, ensuring full compatibility with Excel Desktop 365. • Final Output: A fully populated, validated workbook and a brief technical guide detailing any new formulas or lookups for future maintenance. Requirements Accuracy and a quick turnaround will decide the hire. Let me know your experience with financial workbooks, and how soon you could start. Success in this role demands a background in financial workbook management, extreme attention to detail, and the ability to meet tight turnaround times.
Mã dự án: 40216293
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Hoạt động 27 ngày trước
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35 freelancer chào giá trung bình $23 USD cho công việc này

1. I am an expert in Excel, Excel formulas, and all excel functions, macros, lookup, pivot tables and charts. I read your project description and I am sure that I can handle your project. 2. Have done many projects in Excel, created many dashboards, and Business intelligence tool for forex markets. Experienced MBA Finance as well. 3. Your project will be delivered on time with high standard 4. Assistance will be provided with number of clarifications until client satisfaction
$150 USD trong 3 ngày
6,9
6,9

I am an expert statistician, Research Writer, and data analyst with more than eight years of experience. I have full command of Excel analysis, SPSS, STATA, R LANGUAGE, AND PYTHON. I am an expert in creating time series prediction models, working with survey data, conducting marketing analysis, building estimators, and medical analysis. I am a perfect match for your project share other details of the work so I can start working on your project. Will complete task on time.
$25 USD trong 1 ngày
4,5
4,5

As an experienced professional with a background in business analysis, data analysis, and data processing, I have the necessary skills to effectively manage your Excel financial data. Through my knowledge of Excel including its advanced features (like Power Query) and my extreme attention to detail, I can ensure your general ledger data is accurately organized, reconciled according to the financial report, and shared with you in a clear and organized manner. Alongside this, I will create a detailed technical guide outlining any formulas or lookups implemented during the project. I understand the importance of precision and efficiency when dealing with financial data. For this reason, I guarantee a quick turnaround time without any compromise on quality. Additionally, my expertise in Search Engine Optimization (SEO), writing and digital marketing roles demonstrates my ability to analyze complex information and adroitly present it in a concise manner. These skills make me uniquely qualified to deliver the analysis you need for error identification or potential insights from historical comparisons. \
$30 USD trong 1 ngày
4,7
4,7

I understand you need precise integration of General Ledger data into your existing Excel financial template, with validation and reconciliation to ensure it aligns perfectly with the annual report. The goal is accuracy, structured presentation, and a workbook that’s maintainable for future cycles. My approach combines careful data entry with checks and structured Excel tools: * Populate and categorize all General Ledger data accurately into the correct tabs and columns * Reconcile figures against the annual report using PivotTables and summary metrics * Optionally implement Power Query or formulas to streamline future updates * Deliver a fully validated workbook plus a brief guide outlining formulas, lookups, and analytical setups I have experience managing financial workbooks, performing reconciliations, and ensuring data integrity under tight deadlines. I can start immediately and prioritize accuracy for a fast turnaround. Sincerely, Adnan
$29,99 USD trong 7 ngày
3,9
3,9

Hello, I can accurately organize and populate your existing Excel financial template using General Ledger data, ensuring all figures reconcile with the annual report. Please see the sample works in the Portfolio of my profile for similar financial and Excel-based projects. Relevant experience: My experience with financial reconciliations and tax-ready data helps spot inconsistencies early, reducing downstream reporting issues. Proposed Workbook Structure: 1. General Ledger (Organized / Cleaned) 2. Financial Data Input Tabs (as per existing template) 3. Validation & Reconciliation 4. Analysis / PivotTables 5. Notes & Formula Guide The final workbook will be accurate, validated, and easy to maintain for future reporting cycles. Regards, Roopali Kadam
$30 USD trong 7 ngày
2,0
2,0

Hello, I have read your project details regarding the Financial Data Management and General Ledger reconciliation. As a Data Engineering student specializing in Data Cleaning and Automation, I am the ideal candidate for this task. Unlike standard data entry clerks, I can implement the Power Query automation you mentioned as an optional requirement. This ensures that your General Ledger data is not just manually typed, but logically mapped and validated against the Annual Report to ensure 100% reconciliation accuracy. My Technical Approach: 1. Ingestion: Connect the General Ledger raw data to your Master Template using Power Query or Python. 2. Transformation: Clean, sort, and categorize the data into the correct tabs automatically. 3. Validation: Run a logical script to compare the GL sums against the Financial Report figures to highlight any anomalies immediately. I can start right now. If you share the files, I can provide a free sample of the first tab reconciliation within an hour so you can verify my precision before awarding the full project. Best regards, Juan Jose
$20 USD trong 1 ngày
1,4
1,4

Hello, I’m Pawan, experienced in handling financial Excel workbooks and General Ledger data with a strong focus on accuracy and reconciliation. I can quickly: Organize and enter GL data into your existing Excel template Validate and reconcile figures against the annual report Use PivotTables (and Power Query if needed) to flag and fix discrepancies Provide a short note explaining any formulas or lookups added for future use I can start immediately and deliver with a fast, error-free turnaround. Best regards, Pawan
$20 USD trong 7 ngày
0,0
0,0

Hello, I can help you accurately organize, clean, and reconcile your General Ledger data inside your Excel template with 100% precision. I have strong experience working with financial workbooks, data processing, and Excel tools such as formulas, lookups (XLOOKUP/VLOOKUP/INDEX-MATCH), PivotTables, and Power Query for fast and reliable data cleaning. I understand the importance of accuracy when dealing with financial reports and reconciliations. Here’s what I will deliver: • Correctly categorized and structured General Ledger data • Clean, organized sheets with proper tabs and columns • Reconciliation checks to ensure totals match the report • PivotTables or summary analysis for quick validation • Optional automation using formulas/Power Query • A short guide explaining any formulas or changes made I am detail-oriented, fast, and can start immediately. I can complete this within your timeline and ensure everything is fully validated before delivery. Looking forward to assisting you. Thank you.
$20 USD trong 7 ngày
0,0
0,0

I can accurately organize your General Ledger data, populate your existing Excel template, and validate that all figures reconcile correctly to the annual financial report. My approach is structured and audit-safe: How I’ll handle this: • Clean and organize General Ledger data into the correct tabs and columns • Ensure accurate data entry and categorization aligned with the financial report • Use PivotTables and summary checks to reconcile totals and identify anomalies • Validate figures against historical comparisons for consistency • (Optional) Implement Power Query for repeatable data cleaning in Excel Desktop 365 • Document any formulas, lookups, PivotTables, or automation added in a short technical note or separate sheet I regularly work with Excel financial workbooks involving income statements, general ledgers, reconciliations, and period-over-period comparisons. Accuracy, traceability, and clean structure are my priorities—especially when a tight turnaround is required. I can start immediately and deliver quickly once I review the template and source files. If you’d like, you can share a sample of the template or ledger structure, and I’ll confirm turnaround time right away.
$12 USD trong 1 ngày
0,0
0,0

I will provide professional Excel data analysis and create clean, interactive dashboards for your business. I specialize in data cleaning, Pivot Tables, advanced formulas, KPI reports, and automated Excel solutions. Whether you need sales analysis, financial reports, inventory tracking, or Business Central ERP data reporting, I can transform your raw data into meaningful insights that help you make better decisions.
$10 USD trong 4 ngày
0,0
0,0

Drawing on my years of experience in data management, financial analysis, and project leadership, I believe I am the ideal freelancer to handle your Excel Financial Data Management project. Utilizing a pragmatic approach to data governance and an exceptional eye for detail, I ensure the accurate and efficient organization of financial data. This includes not only organizing and categorizing the General Ledger information that you need entering into your master template but also reconciling it with the financial report to guarantee complete accuracy. Moreover, my proficiency in utilizing advanced Excel functions such as PivotTables alongside developing systematic approaches to validate and analyze large datasets will greatly contribute to meeting your project objectives. As an optional addition, I am well-versed in Power Query which can automate the data cleaning process ensuring comprehensive compatibility with Excel Desktop 365. To maximize the value you get from this project, I substantiate all my actions through thorough documentation. In line with your requirement for a technical guide to maintaining any added formulas or lookups, rest assured that you will have detailed records outlining every component added. My ability to oversee projects effectively means I am ready to start immediately if needed, ensuring your desired quick turnaround time is respected while not compromising on accuracy or quality levels.
$20 USD trong 5 ngày
0,0
0,0

Hi, I have professional work experience with Microsoft Excel, LOOKUPS, Power Bi, Python and camelot and hence suited for the job description. kindly take a look at my profile projects posted.
$14 USD trong 7 ngày
0,0
0,0

Hello, I can accurately organize and populate your Excel template using the General Ledger data, then reconcile everything back to the annual report to ensure precision. What I’ll deliver- A fully populated and validated Excel workbook Correct sorting across all tabs and columns Reconciliation checks using PivotTables and summary metrics A short note or sheet explaining any formulas, lookups, PivotTables, or Power Query steps added Why me? Strong experience with financial workbooks and GL data Extremely detail-oriented and accuracy-focused Fast turnaround without sacrificing correctness I can start immediately and meet tight deadlines. Let me know the data size and timing, and I’ll confirm delivery. Best regards, Adiba
$10 USD trong 2 ngày
0,0
0,0

Hello, I can assist you with organizing and validating your financial data within the existing Excel template. I have experience working with financial workbooks, general ledgers, and structured reporting, where accuracy and reconciliation are critical. My approach would include: -Organizing and accurately entering General Ledger data into the correct tabs and columns -Ensuring figures reconcile fully with the annual financial report and historical comparisons -Using PivotTables, summary checks, and validation metrics to identify discrepancies or anomalies -Clearly documenting any formulas, lookups, or PivotTables added, either in a separate sheet or brief note, so the file is easy to maintain in future cycles I’m highly detail-oriented, comfortable working exclusively with financial data, and used to meeting tight turnaround times without compromising accuracy. I can start immediately and prioritize this project to deliver results quickly and reliably. I’d be glad to review the template and confirm timelines. Best regards, Airam
$25 USD trong 7 ngày
0,0
0,0

I have hands-on experience working with financial Excel workbooks and General Ledger data. I’m comfortable organizing raw GL data, entering it accurately into pre-built templates, and sorting it into the correct tabs and categories. I routinely run reconciliation checks, use PivotTables, lookups, and summary metrics to ensure figures fully tie back to the financial report. I work with extreme attention to detail and always validate totals before delivery. I can also document any formulas, lookups, or PivotTables added, so the workbook is easy to maintain in future cycles. Power Query is available if automation is helpful and fully compatible with Excel Desktop 365. I can start immediately and deliver with a fast, reliable turnaround without compromising accuracy.
$19 USD trong 7 ngày
0,0
0,0

Hello, I can assist you with accurate financial data management in Excel. I have experience working with general ledger data, financial reports, and structured Excel templates. I will carefully organize and enter the data into the correct tabs and columns, ensuring full reconciliation with the annual report. I am skilled in using formulas, lookups, PivotTables, and summary metrics for validation and analysis. If required, I can also implement Power Query for efficient data cleaning while maintaining compatibility with Excel 365. I ensure high accuracy, attention to detail, and timely delivery, and I can start work immediately.
$22 USD trong 7 ngày
0,0
0,0

Hi, The financial landscape is a complex world that requires precision and an unwavering attention to detail. In my 5+ years as a Full Stack Developer and Automation Expert, I've honed these exact skills that your project requires. Not only have I managed numerous financial workbooks, but I've also integrated data from various sources, created robust validation methodologies, and employed automation tools - like Power Query - to improve efficiency and ensure data accuracy. On technical proficiency front, I am time-tested in utilizing Excel's capabilities to their fullest extent. From pivot tables formation for comprehensive data analysis, to formula creation simplifies reconciliations; I am comfortable doing all. Let's have a quick chat to discuss your project in detail. Warm regards Usama
$20 USD trong 5 ngày
0,0
0,0

Hello, I can assist you in organizing and validating your financial workbook with high accuracy and strong attention to detail. I have solid experience working with Excel for financial data analysis, including handling General Ledger records, reconciliation checks, and structured reporting templates. I can help you with: • Accurately organizing and entering General Ledger data into the correct tabs and categories • Performing reconciliation checks to ensure the data matches the financial report • Building and optimizing formulas, lookups, and PivotTables for validation and analysis • Implementing Power Query for automated data cleaning and integration (fully compatible with Excel 365) • Providing a clear documentation sheet explaining all formulas, logic, and workflow for future maintenance My background in data analysis, database management, and financial-style reporting allows me to work efficiently while maintaining strong data accuracy. I am highly detail-oriented and comfortable working under tight deadlines. I can start immediately and ensure fast, reliable delivery with full validation of results. Looking forward to working with you.
$20 USD trong 2 ngày
0,0
0,0

Hello, I can accurately organize your General Ledger data, populate your existing Excel template, and ensure everything reconciles perfectly with the annual financial report. I have strong experience working with financial workbooks, including ledger categorization, structured data entry, reconciliation checks, and building PivotTables and lookup formulas for validation. I will carefully sort the ledger data into the correct tabs and columns, verify totals against the report, and flag any discrepancies. If needed, I can also use Power Query to streamline data cleaning while keeping the workbook fully compatible with Excel 365. You’ll receive a fully updated, validated workbook and a clear note explaining any formulas, lookups, or PivotTables added for future maintenance. I’m detail-oriented, reliable, and ready to start immediately to meet your turnaround timeline. Best regards, Samson
$20 USD trong 7 ngày
0,0
0,0

If your General Ledger must tie out cleanly to the financial report—without guesswork or manual backtracking—I can take this on immediately. I specialize in structuring raw GL data, entering it accurately into established Excel financial templates, and running reconciliation checks to ensure every figure aligns with the report and historical comparisons. I validate the workbook using PivotTables, control totals, and summary metrics to surface any anomalies, and where appropriate streamline the process with Power Query (Excel 365 Desktop) for consistent data cleaning. The final delivery includes a fully populated, validated workbook and a concise technical note documenting any formulas, lookups, or analysis logic added for future maintenance. You may view relevant examples of my work here: https://www.freelancer.com/u/anangf52
$10 USD trong 4 ngày
0,0
0,0

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