Hi, I have the knowledge and experience in insurance, accounting, and Microsoft Excel. I plan to develop for you an automated module in Excel which reads the CSV files, merges them and to find the discrepancies. Over that, we will be able to prepare financial reports based on the CVS files.
I can run the process on a daily basis, but the idea is that you will run the process yourself. The "Sales by Client Detail" report done by pivot table function and I know how to automate it as part of the process.
More information about me:
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.
I offer you 35+ years of experience working in a variety of companies including, VC's, privet investors, entrepreneurs, startups, marine and land transportation, retailers, power plants, farms, insurance, universities, real estate & constructions, medical equipment manufacturer, among others.