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$
USD
I will automate excel spreadsheets, calculators and dashboards
An Actuarial Analyst enjoying Excel
Develop customized Excel-based financial solutions, including portfolio risk dashboards, options pricing and Greeks calculations, derivative hedging models, automated market data extraction tools, lar...
About this Gig
Is your Excel data messy, slow to update, or hard to explain to your team? I turn raw spreadsheets into clear answers, clean dashboards and reports you can present right away.
I'm an actuarial professional working in insurance and reinsurance, so I'm comfortable with financial, claims, reserving and reporting data, as well as general business data.
WHAT I DO
- Data cleaning and structuring
- Analysis with pivot tables, formulas and Power Query
- Charts and dashboards
- Insights summary and executive summary
- Custom Excel automation (macros, auto-refresh reports)
WHAT YOU GET
- An editable Excel file
- A short summary of findings and next steps
- Revisions until it's right (see packages)
HOW IT WORKS
1. Message me with your file and the question you want answered
2. I confirm scope and timeline
3. I deliver a draft, then revise
Your data stays confidential. NDA available.
Not sure which package fits? Message me before ordering.
Analysis type:
Statistical Analysis
•
Regression Analysis
Technology:
Excel
•
Power BI
•
Power Query
Programming language:
Python
•
R
•
SQL
•
VBA
My Portfolio
FAQ
What do you need from me to get started?
Your Excel or CSV file, the main question you want answered, and your deadline. A short note on what the data represents helps a lot. If anything is unclear, I’ll message you before starting.
What types of data can you work with?
Excel (.xlsx, .xls) and CSV files. I’m experienced with finance, insurance, claims, reserving and general business data, including sales and operations reports.
Is my data confidential?
Yes. Your files are used only for your project and deleted after delivery. I can sign an NDA, which is available as a Gig Extra.
What will I receive?
An editable Excel file, plus a short summary of findings and next steps. Standard and Premium add charts and dashboards, and Premium adds an executive summary and one custom automation.
Can you automate my recurring reports?
Yes. Premium includes one custom automated workflow, such as a macro, Power Query or auto-refresh report. You can add more with the Custom Automation extra.
How many revisions are included?
3 revision(s) are included with each package. Additional rounds are available with the Extra Revision extra.
My dataset is large or complex. Can you still help?
Often yes. Please message me before ordering with a description or sample, and I’ll confirm scope and send a custom offer if needed.
Which time zone are you in, and how fast do you reply?
I’m based in India (IST) and typically reply within 4 hours. I’m available for calls or chats during US morning hours on request.
