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I have a set of financial records that currently live inside another system/database and need them rebuilt in Microsoft Excel (and, where helpful, summarized in Word). The job is two-fold: first, bring the data over accurately; second, make sure every new entry is complete, well-formatted, and free of duplicates. Most of what you will handle are typical finance columns—dates, descriptions, amounts, account codes—plus a small vendor/contact sheet that requires fresh entries as the import takes place. I already have a template, yet it needs tidy formulas, consistent number formats, and clear headings so monthly reporting becomes painless. What I expect from you • One polished Excel workbook containing the migrated transactions and the newly filled-out contact list • Light documentation (a brief Word note) describing any assumptions, added formulas, or validation rules you introduced Everything must reconcile with the source database, so cross-checking totals is essential. If you regularly use pivot tables, data validation, or Power Query, mention it when you submit; those skills will keep the workflow smooth. I’ll share a CSV export and limited database access once we start. Accuracy and neat, human-readable formatting matter more than speed, but I’m aiming to wrap this up within a week.
Proje No: 40083247
95 teklifler
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95 freelancer bu proje için ortalama $435 USD teklif veriyor

As a veteran full stack developer with over 7 years of experience, I bring a unique set of skills to the table that makes me the perfect fit for your Financial Data Entry & Cleanup project. Having worked with top finance companies like Metlife GOSC and DXC Technologies, I am no stranger to complex financial data. My expertise in Excel, Visual Basic, and data processing is well suited to handling tasks such as migrating transactions, and filling live contact sheets in a manner that is both accurate and organized, two qualities you mentioned are vital for this project. Over the years, I have developed an intense eye for detail which would be crucial for reconciling data from your source database with the migrated transactions. Moreover, my proficiency in Microsoft Excel includes crafting tidy formulas and using tools like pivot tables, data validation, and Power Query on a regular basis - which will certainly contribute to a smooth workflow throughout. Lastly, my commitment to client satisfaction is unmatched. I prioritize building long-term relationships with my employers by delivering quality work on time - qualities you indicate are important to you. My flexible schedule allows me ample time to dedicate to this project so that we can wrap it up within your desired timeframe and without compromising accuracy or efficiency in any way. Let's bring order to your financial records together.
$500 USD 7 gün içinde
8,6
8,6

With over 15 years in bookkeeping, finance and accounting, I am equipped with the skills and knowledge to tackle your project professionally. Having used financial software like QB, XERO, Wave, and MYOB extensively for data entry, bank reconciliations, budgeting and more, accuracy and precision are second nature to me. My expertise extends to extensive experience in using MS Excel for data analysis - so creating well-formatted templates with tidy formulas for your financial records will be a breeze. I have an eye for detail which has led me to have a 100% accuracy rate in all my work throughout the years. I am confident in using pivot tables, data validation, and Power Query techniques to ensure that your workflow is seamless and efficient. On top of this, I am highly skilled in documentation which is essential for the successful completion of your project. Be it brief but clear notes on assumptions or added formulas, I will ensure that you have all the information you need for future reference. Over the years I’ve come to appreciate how important neat formatting is in finance and accounting as it enhances readability and reduces errors - this is something I take very seriously which makes me the perfect candidate for your project. Let's get this done right!
$550 USD 7 gün içinde
7,4
7,4

Hi! Here is your Professional Consultant with 12+ years of experience serving clients globally. I provide High-Level Management Consulting, Business Management, Business Development, Business Analytics, Business Consulting, Business Strategy, Business Requirement Documentation, Business Writing, Financial Analysis, Financial Modelling, and Accounting services. I serve businesses with core competencies in these areas while focusing on the latest business trends. Let's discuss the scope of your project to Move Further. Regards Muhammad Arslanullah McKenzie Business Solutions
$750 USD 7 gün içinde
4,9
4,9

As an experienced Forex Trader and virtual assistant, I know the true value of accuracy and attention to detail when dealing with financial data. My proficiency in data entry and processing combined with my expertise in Excel and Financial Analysis make me an ideal fit for your project. Whether it's cross-checking totals, tidying up formulas, or using Pivot tables for smooth workflow, I can assure you a polished Excel workbook that will accurately migrate your transactions while maintaining their integrity with the source database. Moreover, my added abilities in Virtual Assistance will assist in completing not just the mandatory tasks but providing light documentation outlining any assumptions, added formulas, or validation rules I introduce. This will further streamline your reporting needs and provide clarity in processes. And if we are talking about proficiency, I'm not just proficient at what I do; I pride myself on my time management skills which will ensure we wrap this project up within the agreed timeline. Finally, beyond just technical skills, what sets me apart from other candidates is my dedication to delivering profit-focused results. Just like you aim to grow your portfolio through disciplined trading strategies and risk-managed profits, I aim to deliver projects that save time, increase productivity, and provide clarity - all qualities I plan on applying to this project. Let's build clarity and efficiency into your financial records together!
$500 USD 1 gün içinde
4,9
4,9

I am the best choice for this job. I am an MBA in Finance and an Excel expert, and I fully understand the requirements. Please contact me so we can discuss the best approach to complete this project.
$250 USD 1 gün içinde
4,8
4,8

Greetings, I see that you need help migrating your financial records into Excel, ensuring everything is accurate, well-formatted, and free of duplicates. I would approach this by carefully transferring the data from your existing system, double-checking for consistency and completeness as I go. I’m experienced in creating tidy Excel workbooks with clear headings and formulas to support easy monthly reporting. With my background in data processing and financial analysis, I can ensure that your records reconcile seamlessly with the source database. I’m also comfortable using pivot tables and data validation to enhance the organization of your data. Plus, I’ll provide a brief Word document to outline any assumptions and formulas I’ve added to keep everything transparent. Best regards, Mehran Riaz
$600 USD 4 gün içinde
4,3
4,3

Greetings, I see that you need assistance with migrating financial records to Excel and ensuring they are accurate and well-organized. My approach would involve carefully transferring the data from the source database into your existing template, making sure to eliminate any duplicates and maintain consistent formatting. I’m experienced in using Excel features such as pivot tables and data validation, which will help streamline the reporting process. I’ll also create a clear contact list while documenting any formulas or validation rules I implement. This way, you’ll have a polished Excel workbook and a brief Word note that explains everything. Accuracy is my priority, so I’ll ensure all totals reconcile perfectly with the original dataset. Best regards, Saba Ehsan
$450 USD 3 gün içinde
4,5
4,5

With a strong background in data entry and processing, combined with my advanced Excel skills, I am your go-to freelancer to tackle your financial data project. For over 7 years, I have been streamlining workflows, designing templates and delivering accurate, well-formatted results for my clients. Using VBA/Power Query, I can automate much of your data migration process while maintaining precision and data integrity. My proficiency extends to developing custom macros that'll expedite the entire process without compromising quality. On top of that, you can expect me to engineer complex formulas ensuring accurate data translation and analysis. Being a detail-oriented individual, I'm well-aware of the importance of neat and human-readable formatting in financial records for easy interpretation. Your final deliverable will be a polished Excel workbook – reconciled with the source database – complete with a brief Word note summarizing all the assumptions, formulas or validation rules used along the way. Let me make this a painless experience for you by entrusting me with your project today.
$500 USD 7 gün içinde
4,4
4,4

Hello there We are Future Station at your service and ready to help migrate your financial data. Our experience ensures we will accurately rebuild your records in Excel, cross checking totals to guarantee everything reconciles. We will use Power Query for a smooth import and apply data validation and tidy formulas to your template. We will also complete the vendor sheet and provide clear Word documentation. Are you able to share the CSV file structure now so we can confirm the mapping Best regards Future Station
$350 USD 1 gün içinde
3,6
3,6

Hello, I can accurately migrate financial records into Excel and ensure clean formatting, validation, and reconciliation. I work regularly with dates, descriptions, amounts, account codes, and contact/vendor lists, using pivots, data validation, and structured formulas when helpful. I have a similar Excel-based data project in my portfolio (including CV-style structured data) that reflects this type of work. Accuracy and cross-checking totals are a priority for me. I can deliver a polished workbook and brief documentation within your one-week timeline. Best regards, Moisés
$500 USD 4 gün içinde
3,3
3,3

★★★ TOP 1%★★★ I’m excited to bring my experience as CMD as with 20+ years of building ERP n BIG Software Solutions for world market. I lead a development team as well as Marketing Team that helps early-stage founders launch MVPs faster, smarter, and cost effectively. We specialize in software architecture, deep learning, full-stack development, AWS, and CMMI 3.5 project management— covering covering the full spectrum from strategy to execution. Our portfolio spans startups and enterprises: Startup Products * Data Entry *Customer Support 24*7 *Excel / Word Operation *LinkedIn *Chat Support *Calling Support *Business Plans / Marketing Strategy/ * Digital Marketing *Social Media Marketing * Internet Marketing *Any type of Data Operation Corporate Consulting for World largest group These projects show our ability to solve real-world problems across energy, healthcare, urban planning, and enterprise consulting with scalable AI solutions. I’d love to apply this blend of technical depth and execution-focused leadership to deliver your product quickly and effectively. Let’s connect to explore how we can accelerate your roadmap. Regards, CMD PVSYS GROUP LinkedIn Followers = 15 K worldwide Impressions on posts = 200 Millions Earning = 500 K Euro from 20012 " IF YOU THINK THEN I CAN
$999 USD 99 gün içinde
3,4
3,4

Hello, Drawing from my extensive experience in data engineering and automation, I must say this project is right up my alley! My work has all been centered around turning raw data into reliable, insightful systems - a key requirement for your financial records. From what I understand, your needs include moving the data over accurately and ensuring there are no duplicates - my skilled hands are adept at these tasks. In addition to my unmatchable Excel skills, I design and develop automation workflows that can streamline and even eliminate various manual tasks involved in your project. With tools like Power Query at my disposal, I can ensure your newly built Excel workbook is properly formatted, contained consistent number formats, and has clear headings for smooth monthly reporting. My fluency with cross-checking totals would also enable me to reconcile everything with the source database flawlessly. Moreover, any assumptions introduced on my end will be clearly documented. I believe transparency is the bedrock of any professional working relationship. In bringing you all these skills wrapped up in one package, choosing me guarantees a timely completion of the project without compromising on accuracy or quality of work. Let me help you turn this project into a success by putting my wealth of experience to work for you. Thanks!
$750 USD 2 gün içinde
2,9
2,9

I’ve recently tackled projects involving careful financial data migration and would be eager to help with transferring your records into a polished Excel workbook. Your focus on clean formulas, consistent formatting, and thorough duplicate checking aligns well with what you need for seamless monthly reports. I’m proficient with Excel features like pivot tables, Power Query, and data validation—tools that ensure accuracy and tidy organization. I’ll also provide a concise Word document outlining any key assumptions, formulas, or validation rules applied, making the dataset easy to interpret. Meticulous reconciliation with your source data will be a top priority, guaranteeing everything sums up correctly. I’m looking forward to diving deeper into your requirements and how we can bring this project across the finish line smoothly. Best Regards, Ethan A.
$450 USD 5 gün içinde
2,6
2,6

Hi, I can help rebuild your financial records in Microsoft Excel with a strong focus on accuracy, consistency, and clean structure, while ensuring everything reconciles perfectly with the source system. I’ll migrate the data from your existing database/CSV into a polished Excel workbook, making sure each transaction is complete, correctly formatted, and free of duplicates. I’m comfortable working with standard finance fields such as dates, descriptions, amounts, and account codes, and I’ll also populate and standardise the vendor/contact sheet alongside the transaction import. Your existing template will be refined with tidy formulas, consistent number formats, clear headings, and logical structure so monthly reporting becomes straightforward and reliable. I routinely use pivot tables, data validation, and Power Query where appropriate to streamline checks, prevent errors, and make the workbook easy to maintain going forward. You’ll receive: • One clean, reconciled Excel workbook with transactions and contact data • A brief Word note documenting assumptions, formulas, and validation rules used My Chartered Accountancy articleship experience means I’m detail-oriented with reconciliations, cross-checking totals, and presenting financial data in a clear, human-readable way. Accuracy comes first, and I’m comfortable working within your one-week timeline. Once you share the CSV export and access details, I can get started right away. Best regards, Akram
$500 USD 7 gün içinde
2,8
2,8

As an experienced professional with a deep passion for writing and data analysis, I bring a unique blend of skills and enthusiasm that I believe would make me a perfect fit for your financial data entry and cleanup project. Over the past 7 years, I have meticulously handled countless projects involving complex data management, pivot tables, data validation, and Power Query --all of which perfectly align with your project needs. Throughout my career, accuracy and neat, human-readable formatting have remained paramount in all my work, ensuring precisely reconciled outputs that comply entirely with source databases much like what you seek. I have an exceptional command of Microsoft Excel that enables me to efficiently migrate data from one system to another while maintaining its integrity with no duplicates. My comprehensive approach includes generating clear documentation that clearly outlines any assumptions or rules introduced. What sets me apart in this field is not only my technical expertise but also my mindset rooted in delivering perfection rather than just speed. Within the proposed timeframe, I promise to recreate your financial records accurately and meticulously while making sure they are well-formatted for easy monthly reporting. My goal is to turn this task into a streamlined operation so that painstaking clean-up exercises become something of the past. Choose me for your project, let's do incredible things together!
$250 USD 4 gün içinde
3,5
3,5

Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Visual Basic, Data Processing, Data Entry, Excel, Financial Analysis, Data Analysis, Database Management, Microsoft Word Please come over chat and discuss your requirement in a detailed way. Thank You
$500 USD 7 gün içinde
1,7
1,7

Hi, Could you share the CSV export and details about the source system? I’ll ensure a seamless migration of your financial records into Excel while maintaining accuracy and eliminating duplicates. With over 5 years of experience in data management and Excel, I can create a polished workbook that includes tidy formulas, consistent formats, and clear headings for effortless reporting. I’ll also provide light documentation outlining any assumptions and validation rules I implement. I frequently use pivot tables and data validation, which will help streamline the workflow and ensure everything reconciles with your original data. I prioritize quality over speed, and I can meet your week’s deadline. Looking forward to assisting you with this project! Best, Husnain
$250 USD 5 gün içinde
1,8
1,8

Hi there! My name's Patrick, and I'm confident that my experience as a Data Analyst and Researcher makes me an ideal fit for your Financial Data Entry & Cleanup project. With a robust grasp of statistics, deep experience with data manipulation in Excel, and proficiency in software like R and Python, I have the expertise to ensure an accurate yet efficient transfer of your financial records. I understand the pulse of finance columns, familiar with the centrality of dates, descriptions, amounts, and account codes to financial workflows. Moreover, having frequently dealt with pivot tables, data validation, and Power Query in my previous projects, I can assure you that my familiarity with these tools will streamline our collaboration. From start to finish, I'll stand by your need for accuracy, well-structured data formatting, elimination of duplicates while introducing tidy formulas as needed. Furthermore, being a firm believer in documentation for any changes introduced in the dataset under manipulation. I am sure you will find my process transparent and reassuring throughout the transfer process. With detailed-oriented tendencies paired with timely high-quality delivery; i can confidently commit to scale through your comparisms effortlessly—ensuring a reconcilement between the source database envelope and my stacks of neatly entered information. My Pivot tables skills also guarantee easy summarization. Looking forward to discussing project specifics further!
$300 USD 1 gün içinde
1,2
1,2

I can take full ownership of rebuilding your financial records in Excel with precision and structure, ensuring the final workbook is accurate, clean, and ready for ongoing reporting. I will migrate every transaction from your source system into your Excel template, carefully validating dates, descriptions, amounts, and account codes while eliminating duplicates and inconsistencies. As the data is rebuilt, I’ll also complete and standardize the vendor/contact sheet so all records remain aligned and usable going forward. To ensure reliability, I will reconcile totals back to the source database and apply consistent formatting, formulas, and validation rules so the file is both audit-friendly and easy to maintain. Where helpful, I’ll use pivot tables, data validation, and structured formulas to support monthly analysis without over-complicating the workbook. You’ll receive: • One fully reconciled, well-formatted Excel workbook with all transactions and contacts • A short Word summary outlining assumptions, formulas, and validation checks applied Accuracy and clarity are my priorities, and I’m comfortable working carefully within your one-week timeline. Once you share the CSV export and access details, I can get started immediately and keep you updated as the work progresses. Let’s rebuild this properly so it’s dependable long after the migration is complete.
$250 USD 3 gün içinde
0,9
0,9

Hi, I am an expert in data entry, excel preparation, financial statement preparation, analysis, and data validation. I can help you on this project. Please award this project to me and let start discussing the project and embark fast to finish this project. Best regards, Mark Joseph Digamon
$450 USD 7 gün içinde
0,5
0,5

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