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Excel Financial Model of Complex Savings Plan

$250-750 USD

Mbyllur
Postuar over 4 years ago

$250-750 USD

Paguhet në dorëzim
In your response you must mention the name of the savings company clearly indicated in the attachments. This will indicate who has read the project and those who haven't. I will take seriously anyone who reads this and does this item. Everyone else unfortunately will be ignored. This is a detail orientated task, I need detail orientated people to complete it. I have had a unit based savings plan for 5 years, the plan is a little complex and I don't believe it is actually performing well. I want someone to develop an excel model based on the information I give you about my plan, the values I've invested monthly over the last 5 years and then to do look ahead based on the plan policy to understand the best point in time to "cash-out" with an acceptable amount of penalties. Attached are the policy terms and brochure with all the relevant charges/penalties and unit based allocations. Additionally, if someone could tell me the amount of charges I've paid to date, and will do so in the future that would also be good. I expect the model to be interactive and not locked, I will want to review to see my likely outcome at various points of time with this 25 year policy assuming I don't change the monthly payments or fund allocations in the future. For someone who understands finance and these types of models, I anticipate it should be about 2 days work, but I'll let you tell me the best approach. I expect it to be fully accurate based on the policy terms, and I will be able to validate the model myself. Thank you.
ID e Projektit: 21308632

Rreth projektit

46 propozime
Projekt në distancë
Aktive 4 yrs ago

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46 freelancers are bidding on average $399 USD for this job
Avatari i Përdoruesit
Dear Employer, Please message me and explain me about your requirement of creating the Excel Financial Model. I am an expert with over 12 years of experience and will do a perfect job asap. Please do check my previous reviews once for your kind consideration!! :) Thanks and Regards, Ash
$500 USD në 7 ditë
5,0 (212 përshtypje)
7,9
7,9
Avatari i Përdoruesit
"CHECK MY SAMPLE WORK Hi. I have read your requirements mentioned in the project details. I would like you to see my sample work and check the quality that I can provide. I am an affiliate chartered accountant (CPA) with 10+ years of experience. i have prepared pitch decks, business plans for clients based in US, UAE, KSA, Pakistan, UK etc. by carrying out the market research in their specific areas. I have prepared business plans & feasibilities for restaurants, e-commerce, manufacturing, trading, services, IT sector etc. We conduct secondary research with keen attention to detail and include market size, market share, industry averages, demographics etc. In my deliverables, i will provide you excel sheet containing financial model with separate sheet of assumptions completely linked with financials and act as base information with easy to change setup. Please contact and discuss the details. i can deliver you within 3 - 4 days time."
$375 USD në 3 ditë
4,8 (299 përshtypje)
7,6
7,6
Avatari i Përdoruesit
Greetings! I am a Chartered Accountant with 15+ years' experience in financial modeling on Excel. I am keen to help you with the calculations. Look forward to hear from you. Thanks, RRC
$600 USD në 5 ditë
4,8 (114 përshtypje)
7,3
7,3
Avatari i Përdoruesit
Friends Providen International. Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 240 projects successfully completed here. i work alone, i do not have a team or outsource the projects, i do everything, that's why i only take what interests me and i can do it effectively. It is a complex project that requires time and dedication. Look at the comments that employers have left me, that is my greatest satisfaction. Best regards
$600 USD në 7 ditë
4,9 (285 përshtypje)
7,2
7,2
Avatari i Përdoruesit
I can do your project in less than 6 days according to your description with full delivery and without error. I would also complete your project with the highest precision and quality. I have extensive experience in Excel, Data Entry and Data Processing.
$500 USD në 5 ditë
4,9 (143 përshtypje)
6,3
6,3
Avatari i Përdoruesit
I'm an excellent writer and my work is 100% unique and original. I'll ensure that the article will be informative, relevant, entertaining and captivating to your target audience. There will be no grammatical, spelling and punctuation errors. There will be zero instances of plagiarized texts.
$300 USD në 3 ditë
4,9 (86 përshtypje)
6,2
6,2
Avatari i Përdoruesit
Hello there, "Premier Advance UAE" a unit-linked insurance savings plan by Friend Provident International : I understand from the project description that you require an excel model that will help you manage and understand the performance of the above scheme by Friends Provident International. I am a Chartered Accounting having more than 11 years of experience in Financial modeling while working with Big 4 Audit firms and European multinationals. I am also a preferred freelancer that validates my profile and performance. I have a detailed understanding of mutual funds and unit-linked plans as I have worked as a statutory audit of Mutual fund houses and Asset management companies. I possess strong analytical and excel skills that can be used to develop the required excel model that will not only help you understand your investment's performance so far but the future of your investments. If you like my profile, please do message me. Kind regards, Anjul
$450 USD në 7 ditë
5,0 (65 përshtypje)
6,0
6,0
Avatari i Përdoruesit
Dear Sir, We are a chartered accountant firm based in Lahore and provide consultancy services for preparing business plans, feasibilities, and financial models to attract investors and obtain loans from the banking institutions. We conduct secondary research with detailed analysis of the market including market share, competitors, pricing etc. Please see my portfolio to check my sample work. We are well versed in writing business plans and financial projections tailored to the business needs and market demographics. i know how to present information to investors and what to include to get his attention. I can prepare your financial model within 2 - 3 days’ time. Please send me message and see my work. I am available to discuss further about your business, financial model and market demographics. Please contact and discuss the details.
$320 USD në 3 ditë
4,9 (62 përshtypje)
5,7
5,7
Avatari i Përdoruesit
I can build the financial model for your unit based saving plan with Friends Provident International. It will be completely dynamic and as per discussed assumptions and information provided in policy document, lets discuss this in detail in chat or over a call. Please find below a brief introduction of myself. I am postgraduate (MBA) in finance with more than 6 years of experience in financial & Business modeling, financial analysis, financial forecasting, advanced excel, VBA automation, google spreadsheets, google scripting and data processing. I have successfully completed similar projects, please have a look at my portfolio for details. I have developed excel based financial forecasting models for Ernst & Young and Landmark group also. You can get your work done here with highest quality at lowest price. Looking forward to work with you
$300 USD në 3 ditë
4,9 (44 përshtypje)
5,7
5,7
Avatari i Përdoruesit
Friend Provident International I am a professional with more than 16 years' experience in retail banking. I used to commersialise these kind of savings plans in the past and I perfectly know the pros and cons of the product. Based on this knowledge and my analytical and excel skills, I can say I will be able to build up an excellent model to calculate your savings and penalties in the ongoing years.
$400 USD në 5 ditë
4,9 (15 përshtypje)
5,7
5,7
Avatari i Përdoruesit
Hi. Hope you are fine, I have more than 10 years of working experience in the industry. You may visit my profile and see the level of customer satisfaction through my ratings and reviews. I can provide you 100% quality even in a short span of time. I can assure you, "You will hire me again and again after getting my first service". Waiting for your message.!! (https://www.freelancer.com/u/assignsolver)
$250 USD në 1 ditë
4,9 (49 përshtypje)
5,4
5,4
Avatari i Përdoruesit
Hello there, This is Mike Noel from the United Kingdom. It is my application for your project named Excel Financial Model of Complex Savings Plan. I am a professional and knowledgeable business plan writer with experience of over 20 years writing Business Plans. I have completed many Business, Financial and Marketing Plans accordingly to my client's requirements. Without a doubt, you are looking for a professional who can help you to write a plan/proposal based on the information you give me. Very often, the aim of a Business Plan is to gain support from upper management to invest in your department or, to externally go to the market with your idea by getting a loan from the bank to launch your product or idea. Whatever you need a business plan or proposal for, I am capable to go beyond your description to help you achieve your goals. Effective planning is a milestone for any business and with us; this task has become second nature. A cost-effective expert level business plan for any industry that makes a difference and stands out from the others is what we do. The plan will include, research, analysis, strategy, financial and a business model, VC or investor-ready and also include all the standard sections. I have spent years creating successful business and marketing strategies for various businesses. So, I can create and assist you in developing a business plan and a business model to turn an idea to a business with goals and strategies. Best regards, Mike Noel.
$500 USD në 7 ditë
5,0 (6 përshtypje)
5,2
5,2
Avatari i Përdoruesit
Hello. I have 10 years of experience in the Writing Industry and can provide you “PREMIUM QUALITY WORK” within your “GIVEN DEADLINE” with “PERFECT GRAMMAR” and “ZERO PLAGIARISM”. I have 600+ "EXCELLENT REVIEWS" which are a guarantee for my best Quality. Please see my profile and portfolio for sample work. Open chat and send me a message so we can finalize this deal as per your budget.
$250 USD në 1 ditë
4,8 (41 përshtypje)
5,2
5,2
Avatari i Përdoruesit
Hello, i have read the details provided..please contact me to discuss more on the project deadline and some other few things
$250 USD në 7 ditë
4,9 (25 përshtypje)
5,1
5,1
Avatari i Përdoruesit
Friends Provident International Hi, I've been developping financial models using Excel for several years and would like to work on your project. I assure you you will be impressed by the quality of my work as did every single client of mine. I'm looking forward to hearing from you.
$500 USD në 5 ditë
5,0 (7 përshtypje)
4,9
4,9
Avatari i Përdoruesit
Hi there, please leave a message on my chat so we can discuss the budget and deadline of the project. I have read your project description and i'm confident i can do this project for you perfectly. Thanks .
$750 USD në 3 ditë
5,0 (6 përshtypje)
4,6
4,6
Avatari i Përdoruesit
Hi Your Finance Plan Specialist here. Graduated recently from Kings College, England ; I have been doing numerous marketing and research projects. I feel I will be comfortable to work with you and perform tasks as per the quality standards with revisions as per the demand. I have done my internships in Canada Australia and United States. As having experience, I can provide you the best content as per demand. I am strategic, goal oriented, and always work with an end goal in mind. I have been creating unique, interactive, and beautiful content for over 2 years and have worked for clients and companies around the world--And sometimes I do designs just for myself :) I have command over different academic referencing styles including Harvard, APA, MLA , Oxford and Chicago. I am able to write and carry out extensive research in different areas and provide quality work as per client’s requirements. My clients range from undergraduate to PHD. I have covered different academic fields including business management, HRM, organizational and business strategy, Marketing, Medical, Nursing and International relation. I am also specialized in social media content, website content, blog, advertising material, and sales pages. Providing unique content consistently is not an easy task, especially on a variety of niches. Feel free to inbox for more details and budget. Regards ALEX
$600 USD në 2 ditë
4,9 (7 përshtypje)
4,6
4,6
Avatari i Përdoruesit
Hi Good Day! A serious freelancer here. I want to help you to complete this project. I saw the attached PDF files and saw the conditions and terms needed for the calculation. I can create you automated Financial tool using VBA Macro and Excel formulas make it user friendly and accurate. Please consider my bid. I've done a lot of Reports and Templates using MS Excel. I can use my expertise in VBA Macro do it quickly and accurately. Message me anytime to discuss. With my experience as a VBA Macro developer for 8 years I can give you the high quality tool that can generate accurate result that you wanted using MS Excel. I am also a Project Management Analyst for 8 years in Accenture which given me the knowledge of creating quality dashboards and financial reports for our Clients. Please message me anytime to discuss more about this project. I am willing to help you out and show you my expertise. Thank you!
$300 USD në 2 ditë
4,9 (48 përshtypje)
4,8
4,8
Avatari i Përdoruesit
Hi... I have gone through your project specification you have provided and seems like it is doable for me. I am a professional and experienced writer would like to work on your project. You will get your work done fast and accurate in touch for further discussions. ( https://freelancer.com/u/SupremeWriters ) please visit my profile :-)
$250 USD në 1 ditë
4,9 (29 përshtypje)
4,4
4,4
Avatari i Përdoruesit
Dear Sir/Madam, I trust you are well, I can do your needed calculation. I am a Business Certified Accountant and a Professional Bookkeeper with an experience of five years in the fields of Accounting, Auditing, and Bookkeeping. I have been doing Accounting and Bookkeeping over various Accounting Software Packages like Online Quick book, Waves, FreeAgent, Xero, Sage, Zoho, Tally, and Iris. I have worked as a manager for a UK based accounting firm. I ensure you that I am the best candidate for your job equipped with all the required skills and experience. I am looking for your good hearing. Many Thanks, Best Regards, SB
$250 USD në 5 ditë
4,9 (18 përshtypje)
4,5
4,5

Rreth klientit

Flamuri i SAUDI ARABIA
Tunbridge Wells, Saudi Arabia
0,0
0
Anëtar që nga jan 29, 2016

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