Streamline Excel Consolidation Model

@nazmussakib

Hello Sir, Consider it as done. Able to start right now and optimize your quarterly consolidation workbook so it opens, saves, and recalculates efficiently without freezes, while preserving the existing subgroup, holding balances, note disclosures, and chart-of-accounts structure. I’ll transform the statutory and IFRS trial-balance feeds into a proper Excel data model using Power Query / Power Pivot, streamline the existing calculations, and keep manual FX conversion and elimination journals workable within the new workflow. I’ll validate the consolidated balances and note schedules against your current results and account detail reports, while measuring refresh and file-size improvements. I’ll also provide a concise step-by-step quarterly import guide so you can repeat the process unaided without requiring additional add-ins or features. Thanks, Nazmus S

@ShaikhAneesa

Hi there, I understand you need to turn an increasingly slow quarterly consolidation workbook into a faster, repeatable Excel-based consolidation model without changing the existing accounting outputs. I’m confident I can optimise the current workbook while preserving the chart of accounts, consolidation logic, manual elimination process and audit-note schedules. My approach is to first audit the workbook structure, formulas, VBA, data volumes, dependencies and current consolidation workflow to identify the actual performance bottlenecks. Next, I’ll transform the statutory and IFRS trial-balance feeds into a structured Power Query/Power Pivot data model, preserving the existing account hierarchy and creating an efficient FX and reporting flow. Then, I’ll separate the automated consolidation layer from manual elimination journals so your adjustments remain controlled without slowing the core model. Finally, I’ll reconcile the rebuilt outputs against your current balance and note schedules, benchmark refresh/open/save times and remove unnecessary calculations or duplicated data. You’ll receive the optimised consolidation workbook, structured trial-balance data model, preserved reporting outputs, improved refresh workflow and a concise quarter-end loading guide. Could you share the current workbook and confirm your Excel version so I can ensure the solution uses only features already available in your environment? I’m ready to start immediately. Warm Regards, Aneesa.

@daniyal3214

Hello, Excel expert here. I can perfectly assist you with this and can start on an immediate basis. I am an experienced Excel professional with years of experience in all the tools of Excel including Visual Basic, Automation, Data Analysis, Complex Formulas, Analysis, Financial Modeling etc. To make your hiring decision easier, I can share the limited version quickly before you hire and then you can decide if this fulfills your needs or not. Lets discuss more in detail about my previous similar experience and how I am highly suitable for this project.,

@sareheshak

AVAILABLE TO START IMMEDIATELY..,,. I will deliver an optimized Excel consolidation model, transforming your data feeds into a robust Power Query/Power Pivot data model, complete with a clear, documented quarterly loading routine. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.

@EightVeer

Hi there, We can approach this by first isolating the workbook bottlenecks, then rebuilding the two trial-balance feeds into a structured import model that keeps your chart-of-accounts mapping intact. We would also separate the manual FX and elimination entries from the refresh layer so the quarter-end process is repeatable and less prone to freezes. One point to confirm is whether the source sheet layouts stay consistent each quarter. Best Regards, 8veer

@techplusintl

Hi, I can optimize performance to ensure your quarterly consolidation workbook operates efficiently. To achieve this, I will first analyze the current structure of your Excel file and identify bottlenecks causing the long pauses and freezes. I will implement best practices in Excel, such as using efficient formulas and minimizing volatile functions. Additionally, I will transform your trial-balance feeds into a proper Excel data model using Power Query and Power Pivot, ensuring that the existing chart-of-accounts structure is preserved. I will also document a clear, step-by-step routine for loading each new quarter’s data. This will include instructions on how to regenerate the base reports automatically while allowing for your manual elimination entries. To get started, I will need access to your current Excel workbook and the trial-balance feeds. Please share any specific requirements or preferences you have regarding the data model. Thanks!

@sagarwal3005

To optimize your quarterly consolidation workbook and eliminate freezes, I would focus on enhancing performance through efficient data structuring and leveraging VBA automation for the manual FX conversion and elimination journals you currently handle. By transforming the trial-balance feeds into a robust Excel data model using Power Query or a similar tool, we can maintain your chart-of-accounts structure while streamlining data processing. My skills in Excel, VBA automation, and data modeling will ensure that the workbook operates seamlessly, ultimately improving refresh times and file size significantly. I have a 4.9-star rating across 200 client reviews and have completed 220 projects, demonstrating a commitment to quality and efficiency. Could you provide more details about the specific metrics you’d like to improve in terms of refresh times?

@mayr81

Yes, this is exactly the kind of Excel “grows up and then starts throwing tantrums” problem we can tame. I’ll tackle it in three passes: (1) performance engineering to stop freezes on open/save/recalc (optimizing formulas, calculation paths, volatile functions, and query load behavior), (2) rebuild your statutory + IFRS trial-balance flow into a clean Excel data model using Power Query/Power Pivot (preserving your current chart-of-accounts structure and mappings), and (3) a repeatable quarterly loading routine that auto-regenerates consolidated balances and note schedules while leaving a safe space for your manual elimination journals. Outcome focus: your consolidated balance + note disclosures will match today’s results down to account detail; refresh time and file responsiveness will materially improve; and you’ll get a concise, step-by-step guide so next quarter’s import is a breeze. Eager to get that workbook running smoothly again, because nobody deserves quarterly Excel suspense.

@dwashil3000

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.

@sabaehsan

Greetings, It looks like you're dealing with a growing Excel workbook that’s become too cumbersome to handle efficiently. Your goal is to streamline the quarterly consolidation process by optimizing performance, transforming trial-balance data into a more manageable format, and providing a clear loading routine for future updates. To tackle this, I would start by analyzing your current workbook to identify performance bottlenecks and optimize calculations. Next, I’d set up a Power Query or Power Pivot data model to ensure your trial balances maintain their structure while making them easier to work with. Finally, I would create a straightforward guide that outlines the steps for loading new data each quarter, so you can seamlessly regenerate reports while keeping room for your manual adjustments. With my experience in Excel optimization and financial modeling, I’m confident I can help you achieve a more efficient workflow. Best regards, Saba Ehsan

@ImranAli01

Hi there, I can see the core issue is not simply a slow Excel file. Your consolidation process has grown to the point where the workbook is doing too much manual processing, recalculation, and data handling. I can optimise the existing model while preserving the current consolidated balances, account detail, and note disclosures. My approach will be to first profile the workbook to identify the causes of slow opening, saving, and recalculation. I’ll then restructure the statutory and IFRS trial-balance feeds into a clean Power Query and Power Pivot data model while preserving your existing chart of accounts and reporting logic. FX conversion and elimination journals will be separated appropriately so manual adjustments remain possible without slowing the underlying model. I’ll also review formulas, VBA, links, volatile calculations, and unnecessary workbook overhead where relevant. As final deliverables you will receive the optimised consolidation workbook, structured trial-balance data model, preserved reporting outputs, improved refresh and recalculation performance, and a concise quarter-end loading guide. I’ll validate the rebuilt model against your current results and account detail reports before delivery so accuracy is demonstrated, not assumed. Could you share the current workbook and an example quarter’s source trial balances? I’d be happy to turn the quarterly consolidation process into a faster and repeatable workflow. Regards, Imran A.

@hasan104

Hi, I can help streamline and automate your quarterly Excel consolidation model. I have experience working with Excel data, structured datasets, automation, and data transformation, and I understand the importance of preserving the existing account structure while improving performance. I can: * Review the current workbook and identify performance bottlenecks * Transform the statutory and IFRS trial-balance feeds using Power Query/Power Pivot * Preserve the existing chart-of-accounts structure and reporting logic * Improve refresh, calculation, and file performance * Keep manual FX adjustments and elimination journals workable * Ensure the consolidated balances and note schedules continue matching the current results * Create a clear step-by-step quarterly refresh process and documentation I’ll work within the existing Excel environment without unnecessary add-ins or dependencies. The goal is not just to fix the current workbook, but to make the next-quarter refresh much simpler and more reliable. I’m available to start immediately and can review the existing workbook first to determine the best approach.

@MZITSERVICES

Hi there, I am A.R.M. MASUD, with a strong data science background. I specialize in creating customized Excel-based solutions that streamline business processes, enhance data management, and enable insightful analysis. Whether it’s developing advanced macros, automating workflows, or integrating Excel with other Microsoft applications, I deliver robust, efficient solutions tailored to your specific needs. My expertise includes AR/AP Management, Financial Statement Preparation, Expense Tracking, Budgeting and Forecasting, Cash Flow Management, and APR Calculation via the Sales Force Formula. I design and develop advanced Excel workbooks with tailored features such as formulas, macros, pivot tables, Power Query, mail merge, email via Outlook and Gmail, add-ins, customized macros, and automated repetitive tasks using Excel VBA. I also create interactive dashboards for real-time data visualization, providing fully functional and customized Excel workbooks, automated workflows, and macros for efficient task management and data integration between Excel and other business systems. https://www.freelancer.com.bd/projects/excel/Advanced-Data-Processing-Chart/reviews Thank you for considering your Microsoft Excel development project. I am confident that my expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M MASUD

@Georgeoustar

Hi, there! I understand the main challenge is to turn an increasingly slow consolidation workbook into a stable quarterly reporting model without changing the balances, account structure, or your manual elimination process. I’ve worked on similar Excel consolidation projects involving Power Query, Power Pivot, trial balance imports, FX conversions, account mapping, performance optimisation, and automated reporting. I can restructure the statutory and IFRS feeds into a cleaner data model, reduce recalculation load, preserve current outputs, and document a repeatable quarter end process. I’d be glad to review the current workbook structure and identify the main performance bottlenecks. Best regards, George

@carlosd178

Hello, As a result of a detailed review of your requirements, I understand that the priority is to preserve the current consolidation outputs while rebuilding the workbook into a much faster and repeatable quarterly process. I have experience with Excel, Power Query, Power Pivot, VBA, financial models, trial-balance transformations, data models, and performance optimisation. My approach would begin with a workbook audit to identify volatile formulas, oversized ranges, duplicate calculations, inefficient VBA, and links that are causing recalculation delays. I would then move the statutory and IFRS trial balances into Power Query, standardise the chart-of-accounts mapping, apply FX transformation logic, and load the cleaned data into a compact Power Pivot/data-model structure. Manual elimination journals can remain in a dedicated input table and be incorporated into the consolidation without being overwritten during refresh. I would validate the rebuilt model against the current subgroup/holding balances, note disclosures, and account-detail reports, then document a simple quarterly routine: replace/import files → refresh → enter eliminations → regenerate reports. I have two quick questions. • Which Excel version is currently used by the finance team? • Are the FX rates and elimination journals already stored in structured tables, or entered directly into report sheets? I’m available to start immediately. Best regards, Carlos.

@GraphicsHub2k24

Hi Good evening, I’ve thoroughly reviewed your project details and am fully confident in my ability to deliver exceptional quality that meets and exceeds your expectations. My core expertise lies in Streamline Excel Consolidation Model. Why choose me? ✅ Unlimited Revisions: I will fine-tune the work until you are 100% satisfied. ✅ Full Ownership: All final source files along with complete copyright transfer are yours. ✅ Guaranteed On-Time Delivery: Deadlines are respected, no delays. ✅ Quality Assured: High-standard output designed to bring your vision to life. I am available and ready to start working on this right away. I’d love the opportunity to collaborate with you and turn your ideas into reality. Let’s connect over a quick chat to discuss the details! Best regards, Muhammad Asim Khan

@caajoys

Thank you for considering my proposal. I have gone through the requirements in detail. I can optimize your quarterly consolidation workbook and convert the existing trial-balance process into a faster, structured and repeatable Excel data model without disrupting your current reporting outputs. I’ll first benchmark the workbook to identify the main causes of slow opening, calculation and refresh times. I’ll then structure the statutory and IFRS trial-balance feeds using Power Query / Power Pivot, while preserving your existing chart of accounts, FX conversion logic and reporting structure. Manual elimination journals can remain clearly separated so they can be reviewed and adjusted each quarter. I’ll validate the redesigned model against your current consolidated balances, account-level reports and note schedules. I’ll also optimize formulas, unnecessary calculations and data structures wherever possible to reduce file size and refresh time without requiring additional add-ins. Finally, I’ll provide a concise step-by-step quarterly refresh guide so you can load new trial balances and regenerate the reports independently. I have 10+ years of experience in financial reporting, consolidation, Excel automation, data modelling and management reporting and am a Chartered Accountant (ICAI) and CPA. I have uploaded samples of similar Excel automation, financial modelling and reporting projects completed by me earlier in my profile.

@andhikawdwiputra

Greetings, I’m interested in helping streamline your Excel consolidation model. I’m currently a Business Analytics Specialist at a bank, with 10+ years of experience in business analytics, financial reporting, performance management, and accounting. I hold a Bachelor’s degree in Accountancy and have 5 years of professional accounting experience. I also work regularly with large datasets and Excel-based reporting models, including consolidating data from multiple sources and improving processes to make reporting more efficient and less prone to errors. For your project, I can: 1. Review the existing consolidation model and identify unnecessary manual steps, complex formulas, and potential sources of error. 2. Restructure the model using Excel formulas, Power Query, and appropriate data-modeling techniques to make the consolidation process simpler and more efficient. 3. Test the revised model and ensure the outputs reconcile correctly, are easy to maintain, and can be refreshed efficiently. I’m comfortable working with complex Excel workbooks, Power Query, and financial data. My combination of accounting knowledge and business analytics experience allows me to understand both the numbers and the structure behind the model. I can start immediately and will focus on delivering a model that is accurate, efficient, and practical for regular use. Regards, Andhika

@alluankit01

Hi, I can help optimize your quarterly Excel consolidation workbook and rebuild the trial-balance import process using Power Query / Power Pivot so refreshes are faster, cleaner and repeatable. My approach will be to first review the current workbook structure, formulas, links, calculation settings, source trial balances, FX process and elimination journal workflow. Then I’ll identify what is causing freezes and restructure the model without changing the final reported balances. I can help with: * Excel performance optimization * Workbook size reduction * Formula and link review * Power Query data import * Power Pivot / data model setup * Trial balance transformation * Chart-of-accounts mapping * FX conversion workflow * Manual elimination entry structure * Report refresh automation * VBA/macros review if needed Deliverables: * Optimized consolidation workbook * Improved refresh/open/save performance * Clean quarterly TB import process * Preserved subgroup/holding balances * Note disclosure schedules maintained * Step-by-step refresh guide * Documentation for future quarters I’ll focus on keeping the existing audit outputs consistent while making the model faster, easier to maintain and safer to refresh each quarter. Best regards Ankit