
Complex Financial Modelling for Loan book
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Microsoft Certified Power BI Data Analyst & Advance Excel Specialist¦Professional Power BI consultant ¦ (ACCA)- Chartered Certified Accountant ¦ Accounting- Reconciliations ¦DAX ¦Data Models ¦

ACCA, CFA Expert in Bookkeeping, Financial Reporting,Forecasting,Forensic Auditing, Management Accounting, Auditing,
18756611406416590552158808932885213764242611610227024437201430761987689
Description
Experience Level: Expert
We need a financial model to be created for a loan company. The sheets should include:
1 P&L
2 Balance sheet
3 Expenses
4 space to input volume of loans split between two differing types of loans
5 A control sheet to input fundings costs, average loans amounts etc to drive the figures throughout the sheet
A current version of the spreadsheet is attached to the job. The critical part to ensure as much of this as possible is driven by control tabs so that we can scale up the business model. As volume increases the sheet should allow for each expense to be increased accordingly to avoid inputting figures in manually. The sheet must calculate our fees and our funding requirements as a result of our growing loan book.
I would expect a conference call to discuss the job with people interested in carrying out the task as we have previously done this spreadsheet and ended up loosing a lot of time and trying to do it ourselves!
The budget is currently open as I do not know how complex someone will find this modelling nor do I know how long it will take a competent person.
1 P&L
2 Balance sheet
3 Expenses
4 space to input volume of loans split between two differing types of loans
5 A control sheet to input fundings costs, average loans amounts etc to drive the figures throughout the sheet
A current version of the spreadsheet is attached to the job. The critical part to ensure as much of this as possible is driven by control tabs so that we can scale up the business model. As volume increases the sheet should allow for each expense to be increased accordingly to avoid inputting figures in manually. The sheet must calculate our fees and our funding requirements as a result of our growing loan book.
I would expect a conference call to discuss the job with people interested in carrying out the task as we have previously done this spreadsheet and ended up loosing a lot of time and trying to do it ourselves!
The budget is currently open as I do not know how complex someone will find this modelling nor do I know how long it will take a competent person.
Alistair M.
100% (104)Projects Completed
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United Kingdom
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Hi Alistair - are you working to any particular timescales here?
Alistair M.02 Jan 2018Hi we are looking to get this done ASAP to be honest, thatbsaid we also want the right person and done correctly so if this pushes back the timescale then that is not annissue
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