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Create a financial modelling workbook in excel

$250-750 AUD

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投稿日: 約7年前

$250-750 AUD

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I need a relatively complex financial modelling excel workbook to be created. The model needs to capture: + Individual and entity annual cash flows, income, expenses (both deductible and non-deductible), net cash flow. + A sheet for investment portfolios including superannuation. Income and growth rates for these investments. The ability to 'sell' and 'add' to these investments. + A sheet for loans, including interest rates, other loan cost, repayments, the ability to draw down or repay the loan at any given year. + Tax needs to be calculated for the taxable income for the individuals. Ultimately I need to be able to financially model an individual's (including any entities) financial position (all relevant cash flows, loans and investments). We need to then be able to chart their asset position, which should be quite easy. We will need to speak at length to ensure clarity on the project. I prefer someone with local Australian financial knowledge as some intuition is expected. We can also decide how "fixed" or 'automated" or "rigid" this model is. Thank you
プロジェクト ID: 13079979

プロジェクトについて

23個の提案
リモートプロジェクト
アクティブ 7年前

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この仕事に23人のフリーランサーが、平均$524 AUDで入札しています
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What experience do you have that is relevant to this project? a) I am a very expert and have the same kind of experience of 5 years. b) I work very hard (16+ hours a day and 7 days a week) and al Proposal: 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 of experience of 5 years. b) I work very hard (16+ hours a day and 7 days a week) and also very fast so... it will be done very soon than most of the other providers c) And most important part is my policy: "I will give you (to my client) life time support (as long as you keep relation with me). And fix any bugs/problem without any cost. So, don't ever worry about me” Please sir, leave a reply ASAP, as I am waiting for your kind reply
$500 AUD 4日以内
4.9 (363 レビュー)
8.1
8.1
ユーザーアバター
What experience do you have that is relevant to this project? I have completed many Personal and Business Finance projects over the last few months here on Freelancer. Debt Management, Investment Planning, Cost of Raising Children modeling, Forex currency movements analysis and tracking, stock movement analysis and tracking to name a few. Proposal: Greetings! I have 17+ years experience in using Excel as part of my daily work life. In the process I have implemented lot of automation / modeling similar to what you are expecting as well as dashboards for Management Reporting. In fact, over the last few MONTHS , I have spent at least 225 HOURS on automation in Excel every month. I can get your work completed to your fullest satisfaction. Looking forward to hearing a positive response from you. Thanks in advance! Have a Great Day! Srinivasan Krishnamoorthi
$450 AUD 10日以内
5.0 (209 レビュー)
6.9
6.9
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A proposal has not yet been provided
$750 AUD 1日以内
5.0 (30 レビュー)
6.1
6.1
ユーザーアバター
What experience do you have that is relevant to this project? I have more than 3 years of working experience in both of your required skills. And I am strongest at all of your required qualities. Hope I will be the perfect worker for you in this project. Proposal: Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 8 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$555 AUD 10日以内
4.7 (54 レビュー)
6.1
6.1
ユーザーアバター
What experience do you have that is relevant to this project? I am experienced accountant with over half thousand excellent reviews and proven track record. Done many similar projects before, you can contact me for references. Thanks Proposal: Hello! Being one of the most experienced freelancer on this website with hundreds of reviews, I would love to work on this project. I am a Chartered Accountant and hold Masters Degree of Economics as well. I have also done many research based projects too, written over 1550+ papers and reports before. I am 100% confident to do this project professionally. You can check my reviews for my quality and reliability. Looking forward to hear from you soon Thanks!
$555 AUD 10日以内
4.9 (21 レビュー)
5.8
5.8
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What experience do you have that is relevant to this project? Please refer to my portfolio. I have prepared financial excel model for all industries as part of JPMC. Proposal: Hi ! I am a  "Dean Scholarship" recipient for business graduate studies from NYU Stern.   I am CFA (USA) charter holder. I am proficient in working on  excel, word and power point.  I am expert in financial modelling and am part of JPMC (equities research). I have access to Bloomberg,  Financial Times, Wall Street Journal and Thomson Financial databases. I have quality experience in doing financial due diligence, market research, etc. I have also prepared board level presentations, financial viability tests, etc. Please refer to my portfolio for seeing an example of financial models I  create. I have prepared business plans for a number of start ups as well as for established companies planning to venture to new geographies. I have prepared comprehensive granular level  market research data especially for Australia, United Kingdom, EU, United States and Canada geography specific businesses. I have secured funding for these clients of total value exceeding $2.7 million. I will be happy to provide you with sample of my highly advanced business plan's pages. I have done extensive number of projects in finance related to mergers and acquisitions, investment banking, etc. Some of them are as listed below: . How the institutional differences between the different countries create additional information risks for the stakeholders involved in the financial value chain while raising cross-border capital. . How the key performance ratios of I-banks from diverse geographies.
$250 AUD 2日以内
4.8 (26 レビュー)
5.9
5.9
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What experience do you have that is relevant to this project? Hi, I am a native Australian finance professional (Melbourne based) with over 15 years experience developing financial models for both small and large businesses, as well as personal financial budgets. Proposal: I have successfully built Excel models for a number of different purposes - ranging from new business financial forecasts, pricing models, investment cases and on-going business budgets. I can help with your project. Please see my profile for an example of a spreadsheet I have developed which can be used by small business to forecast their profitability. I understand that you are looking at different modelling to this, but it showcases how I work. I usually will work to build a spreadsheet that allows data input in one obvious place, with calculations in the background. I also have knowledge of Australian tax systems, superannuation rules and business structures. I welcome the opportunity to discuss your project further and to work with you. Regards Melanie
$650 AUD 15日以内
5.0 (13 レビュー)
4.5
4.5
ユーザーアバター
What experience do you have that is relevant to this project? I have make several DB in Excel-VBA and i am a MBA. I can understand the financial aspect of the program Proposal: Please check my profile!! My name is Edgar Diaz, I am a Certified Project Manager (PMI, 204.233) and I have an MBA. I think I have enough habilita to do this project. You can see my knowledge in my profile. I have ten years of experience in excel and VBA. I would make a presentation sheet with all main data, and several sheet of developement and a report to send by email or print
$450 AUD 6日以内
4.8 (20 レビュー)
4.4
4.4
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What experience do you have that is relevant to this project? Based in australia so understand the tax & super. degreed qualified - Curtin Uni Became chartered accountant in 1996 worked for banks such as Merrill Lynch - run my own consulting company - clients have included Rio Tinto, Roy Hill, Lycopodium, Monadelphous, Calibre global, Brierty Limited ect Proposal: Hi I am based in Australia. Happy to discuss to understand your scope and provide a realistic quote for you. Regards Steve
$555 AUD 10日以内
5.0 (2 レビュー)
4.3
4.3
ユーザーアバター
What experience do you have that is relevant to this project? Hi I have extensive experience in working with investment and commercial banks and analyse the personal financial statements, their related entitites and prepare a global cash flow analysis for a credit underwriting. Proposal: Hi I am a finance professional and have more than 10 years of experience in financial modeling and analysis. I have extensive experience in working with international investment banks and commercial banks on financial models for a variety of purposes. My models are quite dynamic in nature. Regards, Prateek
$750 AUD 10日以内
5.0 (1 レビュー)
3.0
3.0
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hi, I am a trained financial modeler and work with one of the largest management consulting firm. if you are interested please let me know
$500 AUD 10日以内
4.1 (8 レビュー)
2.7
2.7
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What experience do you have that is relevant to this project? i have lot of experience in this field. Proposal: Hi I am Aaqib I've reviewed your complete job description, and I fulfill all the qualifications required for this project. I have 8+years experience working in Designing , I have completed lot of projects related to this project . I have completed 100+ projects in my 8+ YEARS of career with high level of my client’s satisfaction . So , After carefully reviewing the experience requirements of the job description, I feel that I am a suitable match for the job , I can strongly assure you that I will be able to provide you according to your desire ,I am much willing to do this job. And I ensure you that I can complete and make your project. My Skills are :- Graphics Design ,Animation ,Photoshop ,Photo editing ,Web Design ,Translation ,Illustration ,Illustrator ,Adobe in design ,Info Graphics ,Banner Design ,Logo Design ,Fashion Design ,Game Design ,Brochure Design ,Business Cards ,Blog Design ,Website Design. Looking forward to work with you on this project. Regards Aaqib
$250 AUD 10日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
What experience do you have that is relevant to this project? I have done similar work before. Proposal: Hello, I can work for you on this project. I have the needed skills and means to complete this job to perfection. Please let me know if I could help. sincerely, Bidyut Roy
$500 AUD 10日以内
0.0 (0 レビュー)
0.0
0.0

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メンバー登録日:2月 12, 2017

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