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organize a couple spreadsheets to 1) pull from automated reports and feed into a more useable format and 2) organize a list of contacts, including characteristics about what their company does, in a format where we can easily update w/ new contacts

₹12500-37500 INR

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Đã đăng vào 3 tháng trước

₹12500-37500 INR

Thanh toán khi bàn giao
I am looking for a freelancer who can help me with organizing a couple of spreadsheets. The main objectives of this project are to: 1. Translate a system-generated report to a user-friendly report to track client information. Currently we get monthly automated reports from our system that include detailed info, and we would like to be able to pull certain key information from this data to show up in our preferred user-friendly format. We have to update this monthly, so we need a way to just copy/paste/import from our automated reports and then have it feed into our user-friendly format each time we update the data. This is all in Excel. 2. Organize a master, sortable list of contacts for a specific purpose, and have an easy way to periodically update this list with accurate information. We are an insurance firm, and have clients of all different types of businesses that we insure. We need a master spreadsheet that is a reference tool to help identify which insurance companies we should approach for our clients based on our criteria (target appetite, client size, geography, and more). For example we get a potential client who is a construction company generating $50M in revenue in California - we would select these details and get a complete list of potential insurers we should approach that might be able to quote the client's insurance program for us. 3. Include individual contact info for the companies we identify based on the above. Our underwriter contacts change frequently and we need a way to quickly update this info that will feed into the selections we make based on the above. We currently have all the correct current individual contact info for each company, mainly in Outlook contact format, but it is unorganized. We want to have a way to include the individual info in conjunction with the above, as well as have a way to easily update contacts when they change. Ideally, I am looking for a freelancer who has experience with data organization and manipulation in Excel. They should be proficient in creating formulas, sorting, filtering, and creating user-friendly layouts. Attention to detail and accuracy are crucial in this project. If you have previous experience in similar projects and can deliver timely and accurate results, please submit your proposal.
Mã dự án: 37492258

Về dự án

7 đề xuất
Hoạt động 2 tháng trước
Địa điểm: Hazaribagh, India

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7 freelancer chào giá trung bình ₹21.714 INR cho công việc này
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Hi There, Good afternoon! I have gone through your requirement. I have worked on the similar type of requirement in past. Please ping to discuss more on the project. Below is my intro - "First use then believe". I don't want to mention much here but I have 8+ years of extensive experience in different types of data analytics & visualization tools along with Power BI, Excel, SQL, Tableau, Power Apps, Power Automate, Python & AWS with total 10+ years of IT experience. I am not intelligent, but I try to complete the work ASAP as I don't believe in deadline. I don't believe in saying rather my work speaks. It's our first collaboration that's why I have to describe my proposal or else I prefer not to as it won't be needed next time. ✅ You can go through my profile to see my past works in Freelancer site ==> https://www.freelancer.com/u/Akmanyu
₹12.500 INR trong 7 ngày
5,0 (15 nhận xét)
4,8
4,8
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I am a highly proficient Chartered Accountant, working on excel sheets day in and day out. Also, i have worked for various startups in this very field so i think we might be able to reach consensus and get the job done quickly. Also this is my 1st job so would love to start something on a high.
₹12.500 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0
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Over the past 1 year, I have honed my data entry skills, ensuring accuracy and efficiency in every task I undertake. My proficiency in Excel extends beyond basic data entry; I am adept at utilizing advanced functions for analysis, sorting, and filtering, streamlining processes to deliver results promptly. What sets me apart is not just my technical expertise but also my commitment to maintaining the highest standards of confidentiality and security when handling sensitive data. I approach each project with a problem-solving mindset, identifying and addressing discrepancies to ensure the integrity of the data. I pride myself on my ability to manage time effectively, and meet deadlines without compromising the quality of my work. Flexibility is a key aspect of my approach, allowing me to adapt to evolving project requirements seamlessly.
₹25.000 INR trong 10 ngày
0,0 (0 nhận xét)
0,0
0,0
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I have well excel knowledge (advance and macro ) The role which you have described i fit in that that role you can get your work easily done . for further you can mail on Shaktid160@gmail or else you can drop a message as well . hope i will get a notification related to it '?
₹27.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0
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I have read your requirements carefully and I can deliver your project as you needed within time. I also have experience in data entry and have knowledge of excel. I have patience and understanding and I am very focused during my work.
₹25.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0
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I am a Human Resource professional having 10+ years of core HR experience across various projects on HR Operations, Employees life cycle, Performance Management, Organizational Development etc. My career has allowed me to specialize in helping new businesses grow from very small teams to large scale teams that eventually develop a structure in operating.
₹25.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0
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hi i am six sigma black belt advance excel trainer,i am data analyst, i can automate your requirement with formulas and automate with single command
₹25.000 INR trong 7 ngày
0,0 (0 nhận xét)
0,0
0,0

Về khách hàng

Cờ của INDIA
Patna, India
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Thành viên từ thg 11 30, 2023

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