Hi,
I am a CPA and ACA with 10 years’ experience in the accounting, bookkeeping, preparation of financial statements, profit and loss statement, cash flow statement, review and reconciliation of accounts, bank reconciliation, tax statements, Tax returns, payroll management, the filing of returns, Quarterly & Annual reports etc.
I'm well versed in Excel formulas like (SUMIF, OFFSET, COUNT, VLOOKUP, GETPIVOTDATA), Pivot tables, Excel tables, Data validation, Auto-shapes, Named ranges, Conditional Formatting, Charts, Excel dashboard widgets, Macros, VBA, etc. I have built various types of dashboards like project dashboard, financial dashboard, marketing dashboard, and more for my clients in the past. I can build an excel dashboard template for you where, in the future, you can just add values and the rest will all be automated.
With this vast experience in accounting and financial services, I believe I can help you with this. Looking forward to hearing back from you and complete the task as per your requirements. Please note that this is just a tentative offer as the actual price can only be given after analysis of the workload.