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.
24 freelanceria on tarjonnut keskimäärin 533 $ tähän työhön
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