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Client Data Storage and Reporting
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Finance & Management > Financial Planning

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The client has made the following changes to the job.

Description
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Job canceled.

Nov 20, 2012
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Job Description

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  • 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
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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.

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Job ID: 35231961
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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...
3
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 0.0   |  Private   |  3 Jobs
Bid ID: 35233349  |  Submitted: Nov 15, 2012 14:55 ET 
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