New Monthly Financial Reporting Spreadsheet

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Intensity
10hr/week
Est. Duration
7days
Location
Remote

Project Overview

1 to 8 years professional experience
Finance & Accounting - Forecasting / Projections
Helios MGA, our daily operating entity, issues a monthly report to Worth Casualty Company. A TX insurance company that we pay a 5% fee to each month. The report is in excel format and details the revenue Helios MGA receives and its expenses as well as other data that Worth Casualty needs to file with the Texas Department of Insurance. The report has been corrupted and needs to be redone. We have tried to fix it but the excel formulas are too complicated for our in-house experience.
Preferred Skills and Certifications
Functional
Forecasting / Projections

About The Client

$8.5K
Total Spent
9 years
Time On Graphite
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