Spreadsheet & Finance Specialist
- or -
Post a project like this1135
£75/hr(approx. $94/hr)
- Posted:
- Proposals: 15
- Remote
- #3168373
- Awarded
Certified Accountant + Xero/Sage/QB Expert + loss claim, grant & loans
City of London
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Dubai
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Description
Experience Level: Expert
A modern, well invested startup, is looking for a freelance spreadsheet specialist, with financial analysis experience and data presentation skills. The initial requirement is to produce a spreadsheet to track an investment portfolio and report on its returns in an intuitive and graphical way. We have created a sample spreadsheet but it needs to be reworked and enhanced.
The working hours will be ad hoc, estimated 1-2 days to produce an initial spreadsheet, followed by multiple revisions and improvements so that the spreadsheet can be enhanced in an iterative way throughout its lifecycle.
Skills and requirements:
Excellent Excel skills
Strong financial analysis skills
Excellent skills in producing charts, graphs, and presenting data
Desirable to have understanding of investments and company share structures and legal processes around issuing and reporting information about shareholders
Desirable to have understanding of money raising techniques and particularly process around equity share issues and relevant tax reliefs such as SEIS and EIS.
Use of Power BI, Tableau, or similar software may be required
Leadership skills, creative skills, and ability to use initiative
Good availability during working hours
Experience working with startups, consultancy experience, or freelance experience desirable
We prefer to work the spreadsheet using Google Sheets but are open to creating the sheet using Excel as we understand that Google Sheets may have limitations and that most consultants are skilled in Excel.
Initially a short term contract but could extend into a longer term part time role or a more substantial employed role in due course for a particularly strong financial analyst with exceptional Excel / Sheets skills.
The working hours will be ad hoc, estimated 1-2 days to produce an initial spreadsheet, followed by multiple revisions and improvements so that the spreadsheet can be enhanced in an iterative way throughout its lifecycle.
Skills and requirements:
Excellent Excel skills
Strong financial analysis skills
Excellent skills in producing charts, graphs, and presenting data
Desirable to have understanding of investments and company share structures and legal processes around issuing and reporting information about shareholders
Desirable to have understanding of money raising techniques and particularly process around equity share issues and relevant tax reliefs such as SEIS and EIS.
Use of Power BI, Tableau, or similar software may be required
Leadership skills, creative skills, and ability to use initiative
Good availability during working hours
Experience working with startups, consultancy experience, or freelance experience desirable
We prefer to work the spreadsheet using Google Sheets but are open to creating the sheet using Excel as we understand that Google Sheets may have limitations and that most consultants are skilled in Excel.
Initially a short term contract but could extend into a longer term part time role or a more substantial employed role in due course for a particularly strong financial analyst with exceptional Excel / Sheets skills.
Philip A.
100% (34)Projects Completed
36
Freelancers worked with
32
Projects awarded
63%
Last project
24 Jul 2022
United Kingdom
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