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Fixed Price: Less than $500   |  Posted: 8h, 56m ago  |  Closed  |   21 Proposals
I have an XLS that helps me project costs and revenue of my AirBNB rental, but it's locked. I'd love for someone to recreate it cell by cell in an unprotected format. Attached. If it goes well, I may have another project to add in optimization features.
Category: Financial Planning       

j****222
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| j****222
|    United States
Fixed Price: Less than $500   |  Posted: Jul 25, 2015  |  Closed  |   14 Proposals
Hi So we are launching a new network marketing company with a pretty much forced matrix whereby there's only 5 tiers down. (depth fixed at 5 tiers) and width is pretty much unlimited (meaning you can always add new people under you). We will be using an affiliate marketing software to track commission generated and whose under you. The product itself is $400. You are buying the first $400 to join as a distributor. Assuming you are generating 2 downlines, you pretty much break even at first tier... 1st tier sales - 50% commissions x 2 downlines 2nd tier - 5% x 4 3rd tier - 5% x 8 4th tier - 5% x 16 5th tier - 5% x 32 The above is only for the first sale from your downlines. For subsequent sales through your downlines, it's all at 5% commission. We do want to take into account what we can earn in subsequent sale too. We want an excel...
Category: Financial Planning       

u****ize
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| u****ize
|    Singapore
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 15, 2015  |  Ends: 16d, 18h  |   14 Proposals
We're seeking a financial analyst to perform the following tasks. This may lead to long term work. Portfolio construction Our portfolio is equity biased ? we aim to hold at least 70% of our portfolio in stocks. The rest in cash/fixed income. The financial analyst will: 1. Employ a mixed quant/value approach to pick stocks: Currently we employ the CAPE (Shiller's PE10) to single out highly stressed markets like Russia, Greece, Brazil etc. or sectors (like energy) and then pick stock with high and consistent ROE, low debt, and market leading positions. We are aiming to pick at least 10 such markets/sector and at least 5 stocks per market/sector (a total of at least 50 stocks). We weigh these stocks equally and rebalance regularly. 2. Research and determine non-equities instruments, e.g. fixed income, real estate, currencies, etc that bear low correlations with our equities holdings. 3. Perform other financial research assigned Execution Once we decide on a portfolio, the analyst...
Category: Investment Analysis       

s****110
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| s****110 *
|    Hong Kong SAR, PRC
Fixed Price: Less than $500   |  Posted: Jul 14, 2015  |  Closed  |   7 Proposals
We need an Excel macro and designed excel report that will take the data in the QuickBooks Enterprise and QuickBooks that will create a daily dashboard . The dashboard will be used each month and capture all data for the month. We will then save this dashboard in our files and start a new one the next month. The dashboard will need to calculate the following: ? Total sales from previous day ? Total AR ? AR Collected from the previous day ? % of AR collected from previous day ? Cash on hand ? Inventory 1 Account ? Inventory 2 Account ? Gross Margin % I would also like to have the customized report compare the previous day's data with the prior day's results and the prior months. On a separate excel tab, we need graphs that will update each day, so that on the first of the month there is only one day's of activity, but by the end of the month, the graph will show the entire month's activity day-to day. I will need the following graphs: ? graph of the sales activity ? Grap...
Category: Financial Reporting       

s****e00
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| s****e00
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 13, 2015  |  Ends: 4h, 5m  |   4 Proposals
Hi, I need a forex algorithm in Excel VBA to automate trades based on decisions that will be made purely by price movements and tick data. Broker to be used would be IG and linked with their API to fully automate the trading process. There are a multiple levels to the trading logic, but need to know if someone is able to do this prior to discussing details openly.
Category: Investment Analysis       
Skills: Excel VBA, forex       

o****s88
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| o****s88
Fixed Price: Less than $500   |  Posted: Jul 07, 2015  |  Closed  |   7 Proposals
Please help me create the following rules for the attached work bookwork. 1. On the LLC, Sales, Dev, GC, SI, A, A01 and FM tabs create the following conditional formats 1.a. If any number both positive and/or negative is entered into Current Adjustment (Column G), turn the corresponding Note cell in Column P light green. See LLC tab for hard coded example. 1.b. If Cost to Date (Column M) exceed Total Committed Cost Column K, turn the corresponding Cost to Date cell Red 1.c. If Total Committed Cost (Column K) exceeds Current Budget After Adjustment (Column J), turn the total Committed Cost Orange. 1.d. In the Cash Flow tab, please setup a conditional format to change the cells a color that fall between the Start Date and Fish Date Range 2. On the Allocation Tab please create a multiple array function or some other type of formula that will pull the cells that have "Current Adjustments" on the Allocation Summary tab in order by tab. See hard coded example in the Allo...
Category: Other - Finance & Mgmt       

m****b21
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| m****b21
|    United States
Hourly Rate: $10 - $15 / hr   |  Duration: Not Sure  |  Posted: Jul 06, 2015  |  Closed  |   21 Proposals
Looking for someone to build, design and send 5 Area Managers weekly reports on their individual Sales representative's Commission Balances on a weekly basis. Details of the assignment: Initally: 1. Design data format to be able to present "Copy of Commission Statement" attachment in pivot table format based. The data will be a combination of the data sources I send to you: Data sources: 1. Zoho CRM report for sales (Students) that have passed confirmation date (Census date) - please see Zoho Report Example 2. Excel Workbook of how weekly pay has been calculated each week, includes the database of the students that were paid against. Please see "Commission Data 07-07-15" attachment as an example. - Best to work off of this and build your data format to spit out the report For the calculations: Each student is $450 confirmed at Census Date for an EA (Sales Representative Each student is $75 confirmed at Census date for a Team Leader including their own sales. Ongo...
Category: Financial Reporting       

****
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| Client
|    Australia
Hourly Rate: $20 - $30 / hr   |  Duration: 1-3 months  |  Posted: Jun 26, 2015  |  Closed  |   7 Proposals
I am very interested in learning the basics of financial modelling, in particular projecting the three statements, linking them, calculating IRR etc... As of now I have a sound working understanding of a number of concepts in both accounting and finance, having completed the CFA Level I exam and having recently sat the 2015 CFA Level II exam. I am also open to any suggestions that you may have, i.e. directing my learning toward what you feel is most important to know around analyst/starting level in IBD or Sales & Trading at an investment bank. I look forward to hearing from you. SP
Category: Investment Analysis       
Skills: VBA, Accounting, BASIC       

S****993
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| S****993
|    United Kingdom
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 22, 2015  |  Closed  |   11 Proposals
please see attached PDF. It is not necessary for the programmer to understand anything about finance. just Excel programming. The description PDF should be clear enough.
Category: Investment Analysis       
Skills: Microsoft Excel, Excel VBA       

k****d01
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| k****d01
|    United States
Fixed Price: Less than $500   |  Posted: Jun 18, 2015  |  Closed  |   3 Proposals
attached is the file with the explanation inside. its simple to understand - i have not found a quick solution while googling it - so if you take a look and know the solution please bid. if not - don't waste my time, if i had 3 days to research myself i would do it myself. thx
Category: Financial Reporting       

g****ova
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| g****ova
|    Israel
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 14, 2015  |  Closed  |   19 Proposals
Looking for some quick Excel guidance with likely more work to follow. Specifically, seeking assistance creating a nested ISERROR AND OR statement for an average function. I want to exclude '0' values. Please reach out if you're interested in the job and think that you can provide assistance. Additionally, please let me know your rate. Thanks.
Category: Financial Reporting       
Skills: Microsoft Excel, Excel VBA       

****
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| Client
|    United States
Hourly Rate: Not Sure   |  Duration: 1-2 weeks  |  Posted: Jun 10, 2015  |  Closed  |   28 Proposals
Excel Expert needed for consulting, estimating, and problem solving several questions. Example would be parsing out data from single cell into multiple (using formulas), creating chart to better visualize data, etc. Only need a few hours of your time. Please respond ASAP.
Category: Other - Finance & Mgmt       
Skills: Microsoft Excel, Excel VBA       

j****cld
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| j****cld
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Jun 07, 2015  |  Closed  |   6 Proposals
guru neeeded guru neeeded guru neeeded guru neeeded guru neeeded guru neeeded guru neeeded guru neeeded guru neeeded guru neeeded guru neeeded guru neeeded guru neeeded
Category: Financial Reporting       
Skills: Excel VBA       

D****sen
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| D****sen
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 07, 2015  |  Closed  |   21 Proposals
I need to extract all the products/items I sell to a specific customer from my Quickbooks file. After that I have a very large master item file in Excel in which I want to cleanse to display the item data that was extracted from Quickbooks. The reason for this is the master file has more relevant info and data that a customer of mine needs to import into there purchasing system.
Category: Other - Finance & Mgmt       

j****one
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| j****one
|    United States
Fixed Price: $100 - $200   |  Posted: Jun 05, 2015  |  Closed  |   5 Proposals
The VAYCC Organisation has been established to be able to have their own band or singing groups or choir, however there are many singers who are going to be part of this organisation and it is going to be hard for the managers to manage them all. Now the manager wants a simple app that able them to manage all of them, their information and time in a very efficient way. The functionality of the app will be explained as soon as you apply and contact me. Skills: Access, VBA, Makro Excel
Category: Management Consulting       

b****oy1
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| b****oy1
|    Austria
Hourly Rate: $10 - $15 / hr   |  Duration: 1-3 months  |  Posted: Jun 01, 2015  |  Closed  |   7 Proposals
Using Excel and VBA, analyze data to prove or disprove an hypothesis. Basic knowledge of SQL is necessary. Must use VBA, not just excel be successful at this position.
Category: Financial Planning       

o****dev
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| o****dev
|    United States
Fixed Price: Less than $500   |  Posted: Jun 01, 2015  |  Closed  |   21 Proposals
I require someone to help me with a set of excel sheets which need tidied up and made a little bit more advanced. I require someone who understands scenario manager, goal seek, whatifs, data tables and similar advanced excel functions to mould existing data into a more presentable format, with charts, dashboards, scenarios and similar functionality. This model will be used for raising capital, so should be in a format which is intuitive for investors. I want them to be able to play around with the starting conditions and growth rates and see the outputs easily. I have two files, both with multiple sheets. One file is for input (revenue model) and one for output (financial statements). The output sheet is from the accountants software package, Xero. I need to take the output and add it to the input sheet so that everything is self calculating and automated. I also want scenario manager for all metrics in the revenue model so that we can run a sensitivity analysis and see how the ou...
Category: Financial Reporting       

a****n11
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| a****n11
Hourly Rate: Less than $10 / hr   |  Duration: 1-2 weeks  |  Posted: May 25, 2015  |  Closed  |   9 Proposals
I would like to automate a procedure. The procedure will copy cell ranges in MS Excel, and several charts, and paste them into a PowerPoint presentation. This procedure occurs on a monthly basis for me. I will provide the Excel document and Powerpoint.
Category: Other - Finance & Mgmt       
Skills: VBA, Excel VBA       

t****429
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| t****429
|    United States
Fixed Price: About $20   |  Posted: May 21, 2015  |  Closed  |   3 Proposals
Hi, I would like to create new workbook files from each row in an excel file. If the workbook exists, then to add the row to the file. Here is more information- I have a pretty basic Excel macro request. I am attaching a file called FinanceTotalsAllStores. This is a file generated every day in the same format. If you could open that file, you can follow the steps that I need performed. Basically every line in column A which is NOT bolded is a different store. The date on the top is the date of the report. I need a macro which will add data from that day to individual workbook file (store file) for each store. In each store file, I want it to copy the date to column A and then the data from that day. Keep it in date order. If data exists for that date, show a popup showing that data exists and do nothing.
Category: Accounting       
Skills: Microsoft Excel, Excel VBA       

p****mit
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| p****mit
|    United States
Fixed Price: Less than $500   |  Posted: May 19, 2015  |  Closed  |   20 Proposals
I'm looking for someone that is an expert in creating visual stories from excel data. Ideally, the final dashboard will reviewed on a quarterly basis and include: - Actual to projected revenue - %/$ Change from previous period - See additional areas in "Sample Dashboard" I've attached a copy of a sample dashboard. This is my ideal vision, if you can get to the end goal using a different format, I am open to your suggestions. I've looked at several online dashboard creators but, none of them seem to offer an excel plug and play option. All of the online tools want data imported from various accounting software, but data is not available in an accounting software. In your response, please let me know the following: Have you ever built a dashboard for a staffing firm? If you have a portfolio that is not on Elance, include a link to your work? How long this would take and what additional information will you need from me (aside from the budget) If there are other KPI's th...
Category: Financial Reporting       
Skills: Microsoft Excel, Data Analytics, Excel VBA       

B****day
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| B****day
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: May 17, 2015  |  Closed  |   11 Proposals
Need assistance creating an excel model that allows me to manage a small vacation rental businesses basic accounting (have most data inputted already). We have about 150 vacation rental tenants we manage for 15 properties and need help building on existing excel workbook to manage the key data and create reports for owners. Key functions: *Build on existing excel workbook/formulas (Attached) to create an easy monthly report for each property owner (currently 15) on weeks booked, amount of rent received, rent distribution for current month, etc. First key need is on "Leases" tab TO CREATE MACRO/INDEX FUNCTION OR OTHER WAY TO AUTOMATE PULLING IN MULTIPLE PAYMENTS. I created a Vlookup which pulls first payment but need a more complicated function (Index or Macro) to pull in subsequent payments by same tenant. *Once this is complete would like to create fairly automated way to produce monthly reports for each property (what has been paid etc.) We can discuss in detail once jo...
Category: Financial Reporting       

K****t99
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| K****t99
|    United States
Fixed Price: Less than $500   |  Posted: May 15, 2015  |  Closed  |   2 Proposals
I need an excel based spreadsheet to track and manage the payment fees for a money manager trading for clients. The sheet will have all the client details contact details, account info and automatically calculate fees due at the end of the month as per the High Water Mark profile. Ability to add new clients and multiple accounts to existing clients is required. Need a scorecard that shows all fee results that can be presented monthly for multiple years.
Category: Investment Analysis       
Skills: Microsoft Excel, Excel VBA       

s****e72
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| s****e72
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: 1-2 weeks  |  Posted: May 11, 2015  |  Closed  |   6 Proposals
Hello, We would like to create a macro to help us consolidate worksheets and create a master report (as another worksheet.) We are looking for a generic macro that we can run to automatically create a master sheet with the consolidated data. We need this soon, however it is a fairly easy task. We have an automatically generated payroll excel file with multiple worksheets each representing another store. Each sheet lists individuals and the hours they worked. Each worksheet is another store. We would like to create a Master sheet which has the information on each employee from all the other sheets (stores). If an employee has worked at multiple stores in the same day, we would like to add their hours in the master sheet so we have a total amount worked each day. On the master sheet, we would like to keep the store number with the employee (possibly in the additional information) Please see attachment for an example file. It is a sample payroll file generated by our computer dail...
Category: Accounting       

p****mit
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| p****mit
|    United States
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