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Financial Reporting and Data Migration
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Finance & Management > Financial Reporting

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  • Posted: Tue, Aug 02, 2011
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
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  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
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  • U.S. freelancers must have W9
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We have two task that needs to be completed by end of this month (i.e. August 30th 2011)

1. We have detailed portfolio reports of individual investors in excel file format. We want to extract information from these reports (ideally using MS Excel macros) and move the data to an SQL Server Database.

2. We want to generate around 8 financial reports from this migrated data and output them in PDF files. A few example of required Financial reports are -

a. Portfolio Performance sorted by Yield
b. Portfolio Performance listed by Asset Type
c. ROI Yield
d. Time-Weighted Return report

We will need someone who has good understanding of Financial Services and Reporting, Data Migration and Excel programming capabilities.

This is a fixed bid project and time critical.

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