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English
$
USD
I will design editable excel, google sheets, budget spreadsheet and KPI tracker
Financial Analysis and FPA Expert
CA/CPA in Accounting & Finance | QuickBooks Online Specialist | 10+ Years of Experience. I have expertise across FP&A, financial analysis, management reporting, budgeting, forecasting, controllership,...
About this Gig
Are you struggling with complex Excel files, manual reporting, or financial data that is difficult to understand?
I will create a professional, customized Excel financial dashboard, FP&A model, budget tracker, KPI dashboard, or management reporting solution tailored to your business needs.
I am a Chartered Accountant (ICAI) and CPA with 10+ years of finance experience, specializing in FP&A, financial analysis, budgeting, forecasting, management reporting, financial modeling, and business performance analysis.
What I can create:
- Financial & KPI Dashboards
- Budget vs Actual Analysis
- P&L, Revenue & Expense Analysis
- Cash Flow & Working Capital Trackers
- Budgeting & Forecasting Models
- Variance & Trend Analysis
- Management Reporting Templates
- Automated Excel & Google Sheets
- Power BI Financial Dashboards
You will receive a clean, professional, fully editable and user-friendly solution with accurate formulas, automated calculations, charts, KPIs, and clear reporting.
I have uploaded samples similar to this project completed by me earlier in my profile.
Let's transform your financial data into a professional, decision-ready reporting solution.
My Portfolio
FAQ
What type of personal finance spreadsheet can you create?
I can create custom budget planners, expense trackers, savings trackers, debt payoff planners, cash-flow trackers, net worth trackers, and personal financial dashboards.
Can you customize the spreadsheet for my income and expenses?
Yes. I will customize the spreadsheet based on your income sources, fixed and variable expenses, savings goals, debt, and financial priorities.
Can you create a monthly and annual budget?
Yes. I can create monthly, annual, or multi-year budgeting systems with automatic summaries and comparisons.
Can you create a savings goal tracker?
Yes. I can build trackers for emergency funds, vacations, major purchases, retirement savings, or other personal financial goals.
Can you create a debt payoff calculator?
Yes. I can create a debt tracker showing outstanding balances, payments, interest, payoff progress, and estimated payoff dates.
Will the spreadsheet calculate everything automatically?
Yes. I can include formulas for totals, balances, savings rates, spending categories, budget variance, and other calculations.
Will the Excel/Google Sheets file be editable?
Yes. You will receive a fully editable and reusable spreadsheet that you can update every month.
Can you include charts and a dashboard?
Yes. I can add visual dashboards showing income, spending, savings, debt, and overall financial progress.
Can you use my existing spreadsheet?
Yes. I can improve, organize, automate, and redesign your existing personal finance spreadsheet.
What information do you need to start?
Usually, I need your income, expenses, financial goals, debt details, savings targets, and any specific categories or design preferences.
