Excel Financial Reporting Template
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I want a clean, reusable Excel file that lets me drop in raw accounting data and instantly see two polished reports: a Profit & Loss statement and a Cash Flow statement. Figures should update automatically through formulas or Power Query so there is no manual cell editing once the data is pasted.
Clear charts are essential. I need at least one well-formatted visual for each report—bar or column for monthly trends, plus a simple pie or line where it helps the story. Colour palette and layout should stay professional, ready for board-level sharing.
Deliverables
• One .xlsx template with separate sheets for Raw Data, P&L, Cash Flow and Visuals
• Locked, documented formulas and named ranges so I can follow the logic
• Dynamic charts linked to the report figures, no hard-coded series
• Quick start note explaining where to paste source data and how to refresh results
If you have examples of similar financial models or dashboard work, please share a screenshot or short video so I can gauge fit.
Clear charts are essential. I need at least one well-formatted visual for each report—bar or column for monthly trends, plus a simple pie or line where it helps the story. Colour palette and layout should stay professional, ready for board-level sharing.
Deliverables
• One .xlsx template with separate sheets for Raw Data, P&L, Cash Flow and Visuals
• Locked, documented formulas and named ranges so I can follow the logic
• Dynamic charts linked to the report figures, no hard-coded series
• Quick start note explaining where to paste source data and how to refresh results
If you have examples of similar financial models or dashboard work, please share a screenshot or short video so I can gauge fit.
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