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I need assistance with a financial portfolio management spreadsheet. Specifically, I need work done on sheets 2 and 3, and verification of the work on sheet 4. Please do not bid if you're not an expert in this field, as the task involves complex financial analysis. Key Responsibilities: - Conduct financial analysis on sheets 2 and 3 - Verify the correctness of sheet 4 - Send me a progress draft after 4 hours Ideal Skills and Experience: - Expertise in financial data analysis - Proficient in Excel and financial spreadsheet software - Experience with portfolio management spreadsheets Please note this task has a tight deadline. I will attach the spreadsheet for your review. The most important financial metrics to analyze include asset allocation analysis. Deliver whole work in 8 hrs
Project ID: 39222203
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Active 1 yr ago
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Hey there! I’m excited about this project because portfolio management is my playground, and I love working with financial data. Your spreadsheet needs sharp eyes and a strategic mind—exactly what I bring to the table. I understand that Sheets 2 and 3 need deep financial analysis, while Sheet 4 requires verification. Asset allocation analysis is crucial, and I’ll ensure your data tells the right story. My approach? I’ll dive into your dataset, check for inconsistencies, and apply portfolio performance metrics like risk-adjusted returns, diversification checks, and asset correlations. To keep things seamless, I’ll send a solid progress draft in 4 hours, so you can see my approach in action. With my expertise in Excel, financial modeling, and portfolio analytics, I’ll make sure your numbers don’t just add up—they work for you. Let’s get started and make this spreadsheet rock-solid!
$25 USD in 1 day
2.2
2.2
11 freelancers are bidding on average $18 USD for this job

"""""""""""""""""""ADVANCE EXCEL EXPERT/FINANCE SPREADSHEET""""""""""""""""""""""" ""Sir, I am an EXPERT IN FINANCIAL ANALYSIS & EXCEL with experience in PORTFOLIO MANAGEMENT SPREADSHEETS. I can efficiently analyze SHEETS 2 & 3, verify SHEET 4, and deliver a PROGRESS DRAFT IN 4 HOURS. EXCEL is my specialty and I can perform any complex task in EXCEL. I am an EXCEL VBA and CODING, AUTOMATION, TEMPLATE, REPORTS, FORMULA'S, DASHBOARD in EXCEL Advanced Level Expert. This is my field and I can complete this project with added quality. About me I am a Certified business Accountant with more than 10 years of experience including 4 years from the worlds leading Accountancy and auditing firm ""PWC"" and 1 year working at managerial level in Multination company and 4 years as freelancer. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, Power BI, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. I have been working as a freelancer from the last 2 years and I have 400+ 5 stars reviews here. please be my client and get any type of accountancy, Excel, QuickBooks, and auditing-related work with quality, efficiency, and at reduced rates. Regards Arman Kakar "
$20 USD in 1 day
7.8
7.8

"""""""""""""TOP EXCEL/FINANCIAL SPREADSHEET EXPERT"""""""""""""" Greetings! My expertise in Excel and financial spreadsheet software ensures accurate analysis of sheets 2 and 3, along with a thorough verification of sheet 4. I am an EXCEL Advanced Level Expert. I have extensive experience in Excel, particularly in creating DASHBOARD, VLOOKUP, PIVOT FUNCTION, AUTOMATION, CODING and CUSTOM FORMATTING. I am also an expert of FINANCIAL CALCULATIONS and ANALYSIS. This is my field and I can complete this project with in 24 hours with added quality. Please Text me to discuss further. About me I am a Chartered Accountant with many years of experience from one of the worlds big four Accountancy and auditing firm """"EARNST & YOUNG FORD RHODES GLOBAL"""". I have also worked in PWC Audit Firm. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. I will also be available for any query after the job is done as I am building my clients. Note. The price is negotiable. I will be available for any query round the clock even if the project is completed. Regards, Spogmai Kakar"
$55 USD in 1 day
5.3
5.3

Hi there,I am a Data Scientist is a professional responsible for extracting actionable insights and knowledge from large volumes of data Microsoft applications Development. I can write clean, Excel, Word, Access, PowerPoint, Power BI, Outlook and creating VBA macros. Excel: Advanced Array Formulas, Charts, Pivot Tables, Pivot Charts, Mail Merge, VBA Macros, Excel Macros, Capabilities, Spreadsheets. Email through Outlook and Gmail, Add-in, Customized Macros. My top priority is to provide a high quality of work, I am willing to fully devote my time and energy to improve the service offered, with timely, accurate and professional results, building trust and a long term relationship with customer is my main objective. https://www.freelancer.com/u/GdevDataSceince Choosing me for this project not only means benefiting from my extensive skills in Excel and data analysis but also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business. Thanks Gdev
$15 USD in 7 days
4.9
4.9

As a professional in the field of business analysis with a finance specialization, I am uniquely positioned to meet your urgent need for an expert financial spreadsheet manager. Over the years, I've extensively worked with complex financial data, conducting detailed analysis, and using Excel and other relevant software proficiently. I've had the privilege of dealing with crucial tasks like portfolio management, asset allocation analysis - skills evidently critical to this project. Beyond my technical proficiency, I pride myself on delivering high-quality results within tight deadlines. Being conscious of how valuable time is in any endeavor, especially one dealing with financial matters, I am committed to providing you with a progress draft just four hours into work. My commitment to enhancing your digital footprint translates into ensuring that your financial data is not only accurate but also packaged in a way that highlights your vision and speaks directly to your target audience. With me on board, you can be confident that your project will be handled meticulously, harnessing my expertise as a seasoned researcher and business writer. Let's collaborate to make numbers matter!
$15 USD in 1 day
3.9
3.9

Hi, I am a certified Financial Analyst, CPA, and ACCA with over years of experience in finance. I have reviewed your project and believe it aligns perfectly with my expertise. Could you share more about your business's principal activity and any specific financial reporting needs? I specialize in Financial Modeling, Business Analysis, Financial Forecasting, and Excel (Advanced), along with Payroll, Data Processing, Accounting, and Financial Research. My experience includes over 5 years with EY(Ernst & Young), where I provided exceptional service to clients. I am proficient in accounting software like QuickBooks, Xero, and Microsoft Dynamics, and I am known for being a fast learner, detail-oriented, and highly organized. I look forward to discussing how I can contribute to your project. Thanks & Regards, Rimsha Idrees
$15 USD in 1 day
3.2
3.2

Dear Client, I am excited about the opportunity to work on your project. With my expertise in above skills, I am confident i can deliver high-quality results that meet your expectations. I understand the importance of your vision, and i am committed to ensuring your project is completed on time, within budget, and to the highest standard. Please message me for further discussions! Regards,
$10 USD in 1 day
2.5
2.5

Looking to streamline your data collection and analytics? Let’s discuss how I can help your business make data-driven decisions. Data cleaning Data transformation Data scraping Data visualization Quality assurance Collaboration Data entry Excel Word Copy paste Why Work With Me? ✔ Accurate & Reliable Data Solutions ✔ Custom-Tailored Approaches ✔ Time-Efficient & Scalable ✔ Strong Business Intelligence Insights Please if you are comfortable and to talk with me so, I requested you to make a sketchual for call and I am available all the time. Looking forward to the possibility of working together.
$10 USD in 1 day
0.4
0.4

Hi, I can assist you with your financial portfolio management spreadsheet, focusing on sheets 2, 3, and 4. I have expertise in financial data analysis, proficiency in Excel, and experience with portfolio management spreadsheets. I can conduct a detailed asset allocation analysis and provide you with a progress draft within 4 hours. Expect accurate analysis and verification. Please provide the spreadsheet for review. Thank you.
$15 USD in 1 day
0.2
0.2

Kenya
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