Financial Data Pattern Analysis

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I'm seeking a data analyst to help with processing and analyzing financial data.

Key Responsibilities:

- Your main objective will be to identify significant patterns and trends within the provided financial data.

- I need you to provide a comprehensive, written analysis of these patterns, along with the necessary context for a non-specialist to understand.

Ideal Candidate:

- Proficient in financial data analysis.

- Previous experience in identifying financial trends and patterns.

- Skilled enough to produce comprehensive written reports.

- Familiar with common tools used for financial data analysis.

This case will measure your analytical skills, your ability to use Excel/Google Sheets and also give you a glimpse of what some of the job responsibilities look like.

Situation:

"We are working with a BROKER from which we display content (a.k.a. rental cars) and our customers can book them. The booking process is as follows:

* Customer books the car on our app. We charge the customer and create a record in the database (see sheet Source of Truth - Database)"

* We send our corporate credit card to the BROKER and they charge our credit card (see sheet Source of Truth - Bank)

Task:

You are asked to match the records in the database (Source of Truth - Database) with the records from the bank. There might be discrepancies and part of the job is to find those discrepancies.

Deliverables:

A: Identify if the records from bank and database are matching

B: Identify the discrepancies in the data

C: State your assumptions

D: We are a tech company and this is not a sustainable process. What are your suggestions on improving this process?

Guidelines:

A: Show your work - we'd like to see how you are using Google Sheets and other tools

B: Feel free to use any AI tool if you think it'd help

C: State your assumptions - we don't expect you to understand all that is going on but make reasonable assumptions and state them

D: Source of Truth - Bank is a fairly straight forward sheet with one record each time BROKER (economybookings) charged us

E: Source of Truth - Database shows all of the reservations. Don't worry about status column. Deposit is the amount we collect at time of booking, remainder is what they pay at the counter and total is the total price of the car. For this exericse, you will reconcile deposit amounts. Please note there is also currency column. Deposit is of that currency

Excel 商业分析 财务分析 金融研究 Data Analysis

项目ID: #38092564

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23个方案 远程项目 活跃的4 天前

有23名威客正在参与此工作的竞标,均价$22/小时

soniayousuf

Hi there, I am an expert data analysis and will surely help you with processing your financial data as mentioned in brief, along with providing my assumptions. I need to review the data then I can confirm stipulated de 更多

$15 USD 在3天内
(52条评论)
6.2
letsgetstarted12

As a seasoned data analyst and a proficient business writer, I possess the ideal blend of skills to analyze your financial data, identify patterns, and deliver comprehensive insights. With over 7 years of experience in 更多

$20USD 在1天里
(17条评论)
5.5
enlightenwritin1

As a seasoned data analyst with a background in business and financial analysis, I possess all the necessary tools to help you effectively process and analyze your financial data. My experience includes identifying sig 更多

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CRBW

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4.8
Stopsolution

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DebbieWhite23

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(5条评论)
4.1
janita24

Hi There Ege P., Good afternoon! My name is Jane a professional data analyst with skills including Data Analysis, Business Analysis, Financial Research, Financial Analysis and Excel. I have over 5 years in tutoring da 更多

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QualityHub

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4.0
QuickMentor

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(9条评论)
3.9
Imtiwrites99

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(4条评论)
3.4
Alimalik2020

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$20 USD 在7天内
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Zoha37

With my dynamic background in web development, I’ve acquired advanced skills in handling data using Excel that are highly applicable to your project requirements. Understanding financial intricacies is paramount in my 更多

$30 USD 在7天内
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1.8
m1989hanekom

As an experienced Financial Accountant, my analytical skills, and proficiency in using Excel and Google Sheets are tailor-made for the job of reconciling financial records. I have worked extensively in processing and a 更多

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bharatkumarray

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kunalYadav2002

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Rushabhgada

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MQ16

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Mohamedessam011

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1.2