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Build a financial product fee calculator in excel

$250-500 AUD

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Pubblicato più di 6 anni fa

$250-500 AUD

Pagato al completamento
I run financial advice boutique in Sydney, Australia. We have clients invested in managed fund platforms. Typically they own around 10-12 different managed funds in their account. The (web-based) fee calculator provided by the platform service does not meet our needs. We need an excel based calculator that determines the investment and admin fees a client is paying for the selection of managed funds they hold. We also require the ability to model/project any (fee) changes to those positions/investments...i.e. if they "switch" from a selection of funds to another fund/s. This calculator is the foundation for part of a larger "advice automation" project, so there may be more work to follow if we are happy with the initial output. We have all the fee, product/fund data in excel/CSV format, we just need something built that efficiently does the calculations and has flexibility to make changes.
Rif. progetto: 15985519

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15 proposte
Progetto a distanza
Attivo 6 anni fa

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15 freelance hanno fatto un'offerta media di $450 AUD
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High quality, complete and user friendly excel workbook for use with a variety of audiences. The scope of this document shall be decided between the employer and I.
$741 AUD in 15 giorni
4,8 (239 valutazioni)
8,5
8,5
Avatar dell'utente
Hi, my name is Sevinc. I read your "Build a financial product fee calculator in excel" project descriptions carefully before bidding. I checked your requirements as well... I got what you need and ready to go ahead as soon as we can clarify further project details. I am 5-star excel and vba coding expert here at freelancer.com. I am also strong with finance. Pls check my profile and feedbacks first to have some idea about the quality of my previous businesses. I had many similar excel tasks, including automated data extraction, aggregation and reporting, all achieved with 5/5 rating. Kindly get back to me if you wish to proceed with a top-rated and reliable partner here...pls note that I only deliver best quality at a reasonable price, and I am open for longterm partnerships, if you wish too... I bid my best for you to start business, and I am ready to prepare an excel workbook template for you to check & validate, once you give me a reply...regards.
$500 AUD in 10 giorni
4,9 (229 valutazioni)
7,3
7,3
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Hello, I am an excel expert and have completed more than 200 projects in excel. I have also done lot of calculators in excel. I am also a chartered accountant so having a good knowledge of finance, mutual funds etc. Also, I do have PHP knowledge and working with a small team so I can further develop online tool for finances. Regards, Rohit Pithisaria
$398 AUD in 7 giorni
4,9 (123 valutazioni)
6,6
6,6
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Hi, I'm sure I can help you to build the XL calc you need. I have built many similar XL app. For a start, it would be good to tell me the url of the web based version and describe what you eventually need. I can build anything with Excel automation macro/ vba. Cheers, Daniel
$300 AUD in 7 giorni
5,0 (176 valutazioni)
6,5
6,5
Avatar dell'utente
Hello, I am Excel expert and VBA Developer with financial knowledge, I will be glad to provide for you desirable fee calculation system, If interested, just let me know Thanks P.S. Calculator will match your design brief
$500 AUD in 10 giorni
4,9 (149 valutazioni)
6,6
6,6
Avatar dell'utente
Hi there, I have excellent experience in preparing automated financial tools in excel and can do this job with perfection. I recommend you to try my service once. Regards
$450 AUD in 8 giorni
4,9 (118 valutazioni)
6,6
6,6
Avatar dell'utente
Hi, I am highly qualified for this project and I created some similar projects. I am a professional financial and a guru in Excel and VBA. I create creative and sophisticated financial & statistic models in a simplified and logical manner. I have extensive knowledge and expertise in advanced formulas, Pivot Tables, Visual Basic Application including preparation of dynamic dashboards, screen layout's (user-forms), drop-down boxes, generator reports, and charts. More on that, I develop financial modules including business valuation methodology & ratios (INPV, IRR, DCF, MCDA, CPI, SPI, EVM, KPI, SPE, SPV FVC, sensitive analysis, correlation, and regression, etc.) Also, I have experience in accounting, Financial Report Tools. I served as CFO, Controller, and Chief Accountant at global parent companies, and I have extensive experience in accounting, consolidating, forecasting, budgeting, and costing I am a specialist in managing cash flow and liquidity solutions for the multi-currency environment and globally including collections, payments, inventory, and taxation. I offer you 35+ years of experience working in a variety of companies including, VC's, privet investors, entrepreneurs, startups, retailers, power plants, farms, insurance, universities, constructions, medical equipment manufacturer companies, among others.
$750 AUD in 10 giorni
4,9 (49 valutazioni)
6,0
6,0
Avatar dell'utente
hello there, I am Excel expect, and I can do it easily. I have also Excel VBA experience, I can do it easily
$300 AUD in 3 giorni
5,0 (62 valutazioni)
5,8
5,8
Avatar dell'utente
Hello, my name is Andrés. First of all, thank you for considering my bid. I am an industrial engineer with more than four years of experience in the simulation, process improvement and data analysis fields. Within this experience, I have developed great skills in MS Excel, developing techniques and applications to create tools and dashboards. I'm in the trading world and I understand a lot of finances and markets. that's a bonus. Looking forward to reading back from you very soon to further discuss the details of this project and work together.
$400 AUD in 7 giorni
5,0 (50 valutazioni)
6,0
6,0
Avatar dell'utente
Hello. I will build a fee calculator in excel please let me know more details. I am expert excel VBA macro etc> Waiting for your reply. Thank you
$441 AUD in 10 giorni
4,8 (143 valutazioni)
6,3
6,3
Avatar dell'utente
Hi there, Your project looks very interesting and I'd love to explore the specific requirements in more details to see if I would make a good fit. I have over 15 years of corporate experience working in Excel creating advanced automated dashboards, reports and calculators for a wide variety of different businesses including a number of financial based tools which I think would serve me well in the completion of your Excel based fee calculator. Perhaps I could start by taking a look at all of the existing fee, product/fund data and learning about all of your current logic and process flows to get an idea of what would be required to complete the model. I can model it with a logo and use any color scheme as well from a website or company palette if need be. I now operate my own Excel based home business 100% full time using the skills I've obtained throughout my corporate career. I have a few portfolio items on my Freelancer home profile if you want to take a look, and I have a more detailed file with numerous screen shots of my work as well – I can send it over for your review if you’d like. Hopefully I can hear more and we can work together! Thanks either way for reading my proposal and best of luck, Shaun
$475 AUD in 10 giorni
5,0 (58 valutazioni)
6,2
6,2
Avatar dell'utente
Greetings! I am a Finance Specialist with advanced skills in Excel and automation. We are created many automated sheets and complex model for the institutional clients. We are keen to help you here. Look forward to hear from you. Thanks, RRC
$500 AUD in 10 giorni
4,7 (56 valutazioni)
6,0
6,0
Avatar dell'utente
Hi, I would like to work for you. I will provide highly credible and well-researched financial model with my senior level experience. You may validate my profile which is also certified as “Preferred Freelancer” with highest trust score - 100%. You may also look at my outstanding reviews and sample portfolio published here. I am a qualified finance professional with national merit and 25+ years of experience around Business, Strategy and Finance in US / EU MNCs. Presently I am into my own consulting services. With this background, I will be able to deliver better service for you. Look forward to hear from you. Best Regards / Sanjib
$300 AUD in 7 giorni
4,6 (53 valutazioni)
6,1
6,1
Avatar dell'utente
Qualified and Certified Chartered Accountant with experience. I have done lots of assignments for Students. I also have written Accounting and Finance paper. Please consider my bid and allow me to start work on it. Thanks
$441 AUD in 10 giorni
4,9 (20 valutazioni)
5,5
5,5
Avatar dell'utente
Hi, Do you have your own calculation...??? I am an excel expert. But I have no idea about product fee. So if you have your own manual calculation, I can help you to set it in excel. I hope we'll discuss further, Thanks
$250 AUD in 7 giorni
5,0 (30 valutazioni)
4,3
4,3

Info sul cliente

Bandiera: AUSTRALIA
Australia
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Membro dal gen 2, 2018

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