Client Reporting using Excel

Closed Posted 4 years ago Paid on delivery
Closed Paid on delivery

This project requires the loading and aggregation of multiple data sources received in CSV or Excel format from industry suppliers, as well as the transformation of the aggregated data into client statements. Ideally, we would like to use Excel as the ETL "platform" for now, as data volumes are small. A more scalable industry-strength solution will be required in the future.

The ideal candidate should have knowledge of the financial services industry, be an advanced Excel user, have experience in loading CSV and Excel files in bulk, be fluent in English and have evidence of similar solutions that were developed by the candidate.

Excel Data Processing Visual Basic SQL Data Analysis

Project ID: #20871058

About the project

42 proposals Remote project Active 4 years ago

42 freelancers are bidding on average $1114 for this job

schoudhary1553

Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Pl More

$800 USD in 10 days
(415 Reviews)
8.2
paris2785

Hi, there! My name is Paris, and I was glad to see that you're looking for an Excel developer. According to your brief, you want to have an Excel application that will import several CSF files. I plan to use a combinat More

$1200 USD in 5 days
(301 Reviews)
7.8
elqueabandona

Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 240 projects successfully completed here. i work alone, i do not have a team or outsource the proje More

$1150 USD in 10 days
(293 Reviews)
7.2
periyannas

Hi, Nice to know your requirement. I am an excel vba, vb6 professional and have delivered over hundred excel vba projects in the last one year. Willing to take up your project. Thank you, Regards.

$1125 USD in 7 days
(142 Reviews)
6.7
TechnoGuruu

Hi, As per requirements I will develop advanced Excel for you which will import all CSV files, process the data and will generate client statements as per description of the project. Please share your Excel sheet. I h More

$1111 USD in 7 days
(90 Reviews)
6.2
shikhamehta

Hey, I have done more than a hundred similar projects that deal with data imports from multiple sources, data transformation through excel (using formulas and macros) and generation of reports and dashboards. Beside t More

$1500 USD in 21 days
(121 Reviews)
6.5
TenStar718

Hi, I'm a senior databases developer. I have developed multiple CRMs, Inventories and Information Systems from scratch using Ms Access, SQL and VBA. I have read your project description and checked the attached PDF and More

$1125 USD in 7 days
(9 Reviews)
5.7
bhupendrayadav

I can develop excel based tool to import the data from multiples files of industry suppliers and then transform the imported data in client statements. Please find below a brief introduction of myself. I am postgradua More

$800 USD in 4 days
(43 Reviews)
5.7
sg11513

Hi ! Greetings! I have gone through your project requirements and interested to do this job as my skills and work experience match your requirements. I am ready to do small sample so that we can share same understa More

$750 USD in 10 days
(25 Reviews)
4.8
MonisZafar

Hello, I've read your project requirements thoroughly. It's quite an easy task and I can achieve this through a VBA script. It will be quick and accurate. If interested, we can discuss this further on chat.

$750 USD in 3 days
(21 Reviews)
4.5
jhs800

Hi, If you want a scalable solution that works now, I can create an integrated system that pulls data from the csvs directly as they arrive, and then create clients statements from them. Excel could be used, but Google More

$750 USD in 2 days
(2 Reviews)
3.5
pnjadhav

I am working with skills that you required for this job from 16 years. I am working with VB 6.0,COM,ActiveX,MS Access,Excel,MS SQL and VBA from long time. I can definitely help you in this job, to make your database More

$1500 USD in 7 days
(4 Reviews)
3.3
SecureForYou

Hi,sir. Thanks for taking your valuable time for reviewing my proposal.I'm a senior developer with over 10 years of experience. I think I can be a candidate for your project. If you can give me your project, I'll do my More

$1250 USD in 7 days
(3 Reviews)
4.3
dreammate0621

Hello! I am a web developer. I've read your job description with great interst. I've fully understood what you want and if you hire me, you would get the best result. I can start work immediately and can chat with you More

$1125 USD in 7 days
(1 Review)
1.4
AITSoft

Hello, how are you? I have checked the details. I have rich experience with Data Analysis, Data Processing, Excel, SQL, Visual Basic. Please initiate the chat so we can discuss this job in detail.

$1250 USD in 11 days
(0 Reviews)
0.0
amnailyas1

Hi Sir/Madam, I hope you are doing great. I have gone through the details, After the first look at the description the job looks pretty much doable. I have rich experience with Data Analysis, Data Processing, Excel, S More

$1250 USD in 12 days
(0 Reviews)
0.0
albertpopov46

Hi Dear I read your requirements carefully. I have rich experience with VB.NET, Excel Macro, Data anaysis, software architecture and so on. You can see my good reviews. Please touch me. I will provide good service for More

$1125 USD in 7 days
(1 Review)
0.1
naishodayo

Hi dear,I am a senior web and software developer. I've just checked your post. I can complete your project in timely manner and you'll feel free while working with me. Please contact me to discuss more over chat fo More

$1250 USD in 7 days
(0 Reviews)
0.0
IsmailAmir5

Rest assured I will get the job done and in due time

$888 USD in 7 days
(0 Reviews)
0.0
Yeeqi

hi.... ill get started immediately.... ill load a prototype on my sub domain... i easily develop a macro enabled workbook.... play with vba a ittle.... like .. im in vba so why not just get hold of the import function More

$1125 USD in 7 days
(0 Reviews)
0.0