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Manual entry of financial statements into Excel for publicly traded US companies. Involves opening SEC filings and typing the line items from the statements into Excel, such that the previous 11 quarters and 10 years of annual data have been entered for the balance sheet, income statement, and cash flows statement, each of which will be done on a separate tab.
Wherever possible, the sum function or other relevant functions should be used to ensure data has been entered correctly, with its' total matched against the relevant number on the statement (operating profit, etc). In the cash flows statement, functions must be used to calculate the single-quarter numbers for the 2nd, 3rd, and 4th quarters of each year.
When the job is awarded, a sample worksheet will be sent, which can be reviewed and copied to assist in the accomplishment of each project.
Pulling data from 3rd party sources is not acceptable, as it has historically resulted in unacceptable quality of data. If the data...
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