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Microsoft Excel Portfolio Macros Spreadsheet

My name is Shane Whelan and I am the Admin Director of a Large Financial Planning Firm.

We are trying to design a Macros Excel Spreadsheet in order to reduce and speed up our work load when putting client Insurance Portfolios together. We need somebody that can design and build this spreadsheet for us.

The first attachement is the completed portfolio that we prepare for clients.

The second attachement is the Portfolio Templet that we use to create the second spreadsheet.

I will need to obviously discuss this in more detail, just trying to give you an idea of all the work the goes into putting the portfolio together.

Taidot: tiedonsyöttö, Excel, Microsoft Office, Visual Basic, Word

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Tietoa työnantajasta:
( 0 arvostelua ) South Africa

Projektin tunnus: #16296386

32 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön

elqueabandona

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. Best regards

R2000 ZAR 3 päivässä
(187 arvostelua)
6.7
P0L

Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

R2000 ZAR 3 päivässä
(244 arvostelua)
6.9
katilinas

Hello Shane, I'm ready to work on "microsoft excel portfolio spreadsheet" project. Relevant Skills Excel, VBA Milestones 1201 ZAR - code writing 300 ZAR - userfriendly interface I have samples of work very similar Lisää

R1502 ZAR 2 päivässä
(108 arvostelua)
6.3
Tanmoy236

I am fast and Extremely Detailed Oriented and good with Excel and EXCEL MACRO/VBA. Completed more than 150+ jobs on Freelancer majority of which was 5 star work. I understand the value of deadline and do not compromi Lisää

R2000 ZAR 3 päivässä
(137 arvostelua)
6.3
TonmoyRoy111

Dear client I have previously carried out a number of projects in excel using macros and formulas. I can certainly help you in this project. Kindly contact me for further details. Roy

R1500 ZAR 3 päivässä
(255 arvostelua)
6.5
kannasanthosh

Hi, This is Santhosh from India. I am a Business Management Graduate with Computer Science engineering background who is passionate about Data, Mathematics and Technology. I have worked in many data analytics pr Lisää

R1111 ZAR 5 päivässä
(33 arvostelua)
5.6
vsprybhanu

Hi, Experienced Data Analyst and Macro Developer. I have read your instructions carefully. I have excellent knowledge and experience of creating User Form, Command Button, Drop Down, Radio Buttons, List Boxes Lisää

R2000 ZAR 3 päivässä
(71 arvostelua)
5.3
katiewells3

I am an Australian business analyst with 15 years of professional experience building automation solutions using Excel and VBA (macros). As well as expert level technical skills, I am degree qualified in finance whic Lisää

R1222 ZAR 3 päivässä
(19 arvostelua)
4.7
whitehorsetechn

Greeting, I have understood your Microsoft Excel Portfolio Macros Spreadsheet task and can do it with your 100% satisfaction. Please ping me for more discussion. I have more than 5 years of experience in Data En Lisää

R2000 ZAR 3 päivässä
(14 arvostelua)
4.9
JackieXu

hello. how are you? i am expert of Microsoft Excel, excel VBA and data analyst. i have many years of experience on like these job. i can satisfy every thing what you want in short time. best regard.

R1088 ZAR 3 päivässä
(21 arvostelua)
4.5
supper5guy

Hello there, after reading your project description and with a drive for excellence, with a keen attention to details and with more than 10 years experience working with Microsoft office especially excel vba, i can dev Lisää

R1000 ZAR 3 päivässä
(27 arvostelua)
4.2
chintuag

Dear Hiring Manager, I am an expert in excel and have worked on various automation projects. My skills includes, but not limited to: Macros, Web Scraping, User Forms, Dashboards, Pivot Tables, Formulas, Customized Ri Lisää

R1556 ZAR 3 päivässä
(9 arvostelua)
4.0
R1200 ZAR 2 päivässä
(6 arvostelua)
3.6
R1388 ZAR 5 päivässä
(15 arvostelua)
3.6
furqanali245

Hi, I have seen the files. Kindly share what exactly you want .................................................................................

R1111 ZAR 0 päivässä
(8 arvostelua)
3.6
sloker18

Hello Shane, I have read your proposal and attached excel files, I am proficient in Microsoft Excel macro and VBA, I see I am capable to deliver your project with satisfaction and I assure you promised revise until you Lisää

R1088 ZAR 3 päivässä
(4 arvostelua)
3.0
imranrazawi

I am experienced Excel macros developer. I have 10+ years of experience in developing Financial solutions with Excel VBA and different languages and tools.

R1088 ZAR 3 päivässä
(4 arvostelua)
3.0
sunprah2018

I am an MBA, and ex-investment banker. I assure all my clients a high quality work in a stipulated time period. My skill set includes the following: 1. Excel 2. Financial Modelling 3. PowerPoint Presentation 4. Lisää

R3000 ZAR 5 päivässä
(4 arvostelua)
3.1
supergana

Hi - The template looks pretty straight forward and filling it is not going to be so difficult. Obviously i would need inputs on the source of data to fill the portfolio template, which once provided i will be able to Lisää

R1222 ZAR 3 päivässä
(9 arvostelua)
3.3
MP1989

Dear Hiring Manager, I have done so many project done in -Social networking site data collect, Excel Data Entry,Excel formula ,VBAm Typing, and PDF To Word and Word to PDF Converting, Email Voting, Copy paste, I Lisää

R1088 ZAR 4 päivässä
(1 arvostelu)
1.1