Hi,
I am a CPA and ACA with 10 years’ experience in the accounting and finance,financial modeling, financial projection, Sales Forecast, business analysis, financial analysis, Profitability analysis, cash flow analysis, bookkeeping, preparation of financial statements, profit and loss statement, cash flow statement, review and reconciliation of accounts, bank reconciliation, Quarterly & Annual reports etc.
I'm an Excel expert with extensive experience of working in Excel to perform all data entry related tasks including Compile, proofing, updating, mailing and storing. formulas like (SUMIF, OFFSET, COUNT, VLOOKUP, GETPIVOTDATA), Pivot tables, Excel tables, Data validation, Auto-shapes, Named ranges, Conditional Formatting, Charts, Excel dashboard widgets, Macros, VBA, etc. I have built various types of dashboards like project dashboard, financial dashboard, marketing dashboard, and more for my clients in the past. I can build an excel dashboard template for your user where, in the future, they can just add values and the rest will all be automated.
With this vast experience in accounting and financial services, I believe I can help you with this. Looking forward to hearing back from you and complete the task as per your requirements.