I will automate excel profit and loss reports and dashboards, financial model

United States

I speak English, French, German, Spanish

Advanced Excel Dashboards

Hello! I'm Michael. I convert complex raw data into clean, interactive Excel dashboards that turn numbers into actionable decisions. Whether you are running complex property portfolios, managing sales...
About this Gig

Hello! I build automated Excel profit and loss reports and dashboards to help companies wrap up their yearly data and financial tracking. With over 7 years of spreadsheet design experience, I create clean, automated financial models for corporate teams, small businesses, and agency owners.


I specialize in structuring year-end reviews for niches like corporate accounting summaries, business expense audits, executive P&L statements and many more.


What You Get:


  • Custom automated Excel profit and loss dashboard for year-end reporting
  • Income and expense tracking with automated calculation formulas
  • Monthly and annual P&L statement generation
  • Detailed expense categorization and breakdown models
  • Dynamic financial charts and executive summary visuals
  • Fully editable Excel workbook (.XLSX) with locked calculation cells


What I Need From You:


  • Raw transaction logs, bank export sheets, or previous P&L files
  • Expense categories and preferred reporting periods
  • Company logo and brand color preferences for the dashboard layout


Ready to automate your profit and loss reporting for the year? Contact Me Now!!

Platform:

Excel

•

Google Sheets

•

Power BI

Development technology:

VBA

•

Power Query

•

Power BI

Expertise:

Formatting

•

Fixing

•

Forms

•

Pivot tables

•

Formulas