Find freelancers. Lose those costly delays.

With 1.7 million freelancers, we'll match you with the perfect talent.

or, Register with Elance »

Client Data Storage and Reporting
Sign in to Add to Watch List

Finance & Management > Financial Planning

View Change History

The client has made the following changes to the job.


Job canceled.

Nov 20, 2012

Job Description

  |  Change History >>


  • Posted: Thu, Nov 15, 2012
  • Time Left: Closed
  • Location: Frederick MD, 21701, U...
  • Client prefers freelancers from:
    Frederick MD, 21701, United States

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Wed, Nov 28, 2012
  • Budget: $800 - $1,500
  • Fixed Price Job
  • Elance Escrow Protection
  • U.S. freelancers must have W9
Sign in to view client's details

I'm a Financial Advisor in the United States. I'm looking to create a customized client data and reporting workbook. I need 1) an online form for general client data, 2) a detailed form that houses all insurance, investment, savings and other finanical planning infomration, 3) a summary page built off #2, and 4) the ability to roll up summary information into a 2 page report clients will recieve. There is a requirement for a graphical design on the report. This is the first part of the project.

The next part is contains a few complex worksheets that simulate the financial impacts of life events such as death, disability, and paying down retirement accounts.

I prefer someone with experience setting up client management and reporting systems, and who speak english. Since we will be working over the phone, broken english is not acceptable.

Sign in or Register to see more

Job ID: 35231961
Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

Matthew Mykytiak      
Matthew Mykytiak's identity has been verified.  Learn More
 United States
I am a Microsoft Certified Excel 2010 Expert with a Masters degree in Management Accounting and a passion for producing business analysis using...
 0.0   |  Private   |  0 Jobs
Bid ID: 35233349  |  Submitted: Nov 15, 2012 14:55 ET 
Proposal SEALED
Elance is now an Upwork company.
Upwork is the choice of 4M+ clients. Get started working on Upwork today.
Are you ready to post a job like this one?
Post a Similar Job »