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Create a financial modelling workbook in excel

I need a relatively complex financial modelling excel workbook to be created. The model needs to capture:

+ Individual and entity annual cash flows, income, expenses (both deductible and non-deductible), net cash flow.

+ A sheet for investment portfolios including superannuation. Income and growth rates for these investments. The ability to 'sell' and 'add' to these investments.

+ A sheet for loans, including interest rates, other loan cost, repayments, the ability to draw down or repay the loan at any given year.

+ Tax needs to be calculated for the taxable income for the individuals.

Ultimately I need to be able to financially model an individual's (including any entities) financial position (all relevant cash flows, loans and investments). We need to then be able to chart their asset position, which should be quite easy.

We will need to speak at length to ensure clarity on the project. I prefer someone with local Australian financial knowledge as some intuition is expected. We can also decide how "fixed" or 'automated" or "rigid" this model is.

Thank you

Taidot: tiedonsyöttö, Excel, Sijoitusanalyysi, Rahoitussuunnittelu, Vero

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About the Employer:
( 0 reviews ) Australia

Projektin tunnus: #13079979

24 freelanceria on tarjonnut keskimäärin 533 $ tähän työhön

vsolcorp

What experience do you have that is relevant to this project? Hello, Sir I am from vSol CORP (TEAM: 19 employees). I have checked your project requirement. If you like to have a look on some sample data then please let Lisää

250 $ AUD 2 päivässä
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schoudhary1553

What experience do you have that is relevant to this project? a) I am a very expert and have the same kind of experience of 5 years. b) I work very hard (16+ hours a day and 7 days a week) and al Proposal: Greeting Lisää

500 $ AUD 4 päivässä
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rakeshwadhwani

What experience do you have that is relevant to this project? I have more than 3 years of working experience in both of your required skills. And I am strongest at all of your required qualities. Hope I will be the per Lisää

555 $ AUD 10 päivässä
(41 arvostelua)
5.6
sheak

What experience do you have that is relevant to this project? I am experienced accountant with over half thousand excellent reviews and proven track record. Done many similar projects before, you can contact me for ref Lisää

555 $ AUD 10 päivässä
(16 arvostelua)
5.3
ksriniravi

What experience do you have that is relevant to this project? I have completed many Personal and Business Finance projects over the last few months here on Freelancer. Debt Management, Investment Planning, Cost of Rais Lisää

450 $ AUD 10 päivässä
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sandroshubladze

What experience do you have that is relevant to this project? I have been working in an international company Baker Tilly Georgia as a Financial Audit [url removed, login to view] Proposal: I am Excel Expert Lisää

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5.5
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edgardiaz70

What experience do you have that is relevant to this project? I have make several DB in Excel-VBA and i am a MBA. I can understand the financial aspect of the program Proposal: Please check my profile!! My name is Lisää

450 $ AUD 6 päivässä
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AlexandrUKR

What experience do you have that is relevant to this project? 16 Proposal: ~16Y of financial planning, analysis & modeling for financial institution+ Excel, Access&VBA, please clarify possible next steps

750 $ AUD 15 päivässä
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telfordm

What experience do you have that is relevant to this project? Hi, I am a native Australian finance professional (Melbourne based) with over 15 years experience developing financial models for both small and large busin Lisää

650 $ AUD 15 päivässä
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Alok101519

hi, I am a trained financial modeler and work with one of the largest management consulting firm. if you are interested please let me know

500 $ AUD 10 päivässä
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steveburns30

What experience do you have that is relevant to this project? Based in australia so understand the tax & super. degreed qualified - Curtin Uni Became chartered accountant in 1996 worked for banks such as Merrill Lyn Lisää

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kastriotthaqig

A proposal has not yet been provided

750 $ AUD 1 päivässä
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prateekmittal16

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ironmaniac

What experience do you have that is relevant to this project? I have done similar work before. Proposal: Hello, I can work for you on this project. I have the needed skills and means to complete this job to perfect Lisää

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marcuscake

What experience do you have that is relevant to this project? FINANCIAL MODEL - EXAMPLE OF QUALITY I have a financial model in Google Drive that could serve as an example of my financial modelling skills. I am a forme Lisää

833 $ AUD 14 päivässä
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Aquibbakshi

What experience do you have that is relevant to this project? i have lot of experience in this field. Proposal: Hi I am Aaqib I've reviewed your complete job description, and I fulfill all the qualifications requi Lisää

250 $ AUD 10 päivässä
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