Financial Data Pattern Analysis

Closed Posted last week Paid on delivery
Closed Paid on delivery

I'm seeking a data analyst to help with processing and analyzing financial data.

Key Responsibilities:

- Your main objective will be to identify significant patterns and trends within the provided financial data.

- I need you to provide a comprehensive, written analysis of these patterns, along with the necessary context for a non-specialist to understand.

Ideal Candidate:

- Proficient in financial data analysis.

- Previous experience in identifying financial trends and patterns.

- Skilled enough to produce comprehensive written reports.

- Familiar with common tools used for financial data analysis.

This case will measure your analytical skills, your ability to use Excel/Google Sheets and also give you a glimpse of what some of the job responsibilities look like.

Situation:

"We are working with a BROKER from which we display content (a.k.a. rental cars) and our customers can book them. The booking process is as follows:

* Customer books the car on our app. We charge the customer and create a record in the database (see sheet Source of Truth - Database)"

* We send our corporate credit card to the BROKER and they charge our credit card (see sheet Source of Truth - Bank)

Task:

You are asked to match the records in the database (Source of Truth - Database) with the records from the bank. There might be discrepancies and part of the job is to find those discrepancies.

Deliverables:

A: Identify if the records from bank and database are matching

B: Identify the discrepancies in the data

C: State your assumptions

D: We are a tech company and this is not a sustainable process. What are your suggestions on improving this process?

Guidelines:

A: Show your work - we'd like to see how you are using Google Sheets and other tools

B: Feel free to use any AI tool if you think it'd help

C: State your assumptions - we don't expect you to understand all that is going on but make reasonable assumptions and state them

D: Source of Truth - Bank is a fairly straight forward sheet with one record each time BROKER (economybookings) charged us

E: Source of Truth - Database shows all of the reservations. Don't worry about status column. Deposit is the amount we collect at time of booking, remainder is what they pay at the counter and total is the total price of the car. For this exericse, you will reconcile deposit amounts. Please note there is also currency column. Deposit is of that currency

Excel Business Analysis Financial Analysis Financial Research Data Analysis

Project ID: #38092564

About the project

23 proposals Remote project Active 4 days ago

23 freelancers are bidding on average $22 for this job

soniayousuf

Hi there, I am an expert data analysis and will surely help you with processing your financial data as mentioned in brief, along with providing my assumptions. I need to review the data then I can confirm stipulated de More

$15 USD in 3 days
(52 Reviews)
6.2
letsgetstarted12

As a seasoned data analyst and a proficient business writer, I possess the ideal blend of skills to analyze your financial data, identify patterns, and deliver comprehensive insights. With over 7 years of experience in More

$20 USD in 1 day
(17 Reviews)
5.5
enlightenwritin1

As a seasoned data analyst with a background in business and financial analysis, I possess all the necessary tools to help you effectively process and analyze your financial data. My experience includes identifying sig More

$20 USD in 1 day
(34 Reviews)
5.5
CRBW

I just read your posting. It sounds like you need an expert business plan writer to complete your writing. I have a background in business and marketing plan writing and have been doing this for 5 years, and can give y More

$10 USD in 1 day
(23 Reviews)
4.8
Stopsolution

Financial Data Pattern Analysis I am a seasoned MBA writer with over seven years of experience in various writing fields. I have completed thousands of projects, ensuring 100% accuracy and meeting client requirements More

$10 USD in 1 day
(69 Reviews)
5.3
DebbieWhite23

As a proficient data analyst with a speciality in financial analysis, I possess the skills and experience necessary to make your financial data speak volumes. Throughout my career, I've adeptly handled large datasets, More

$20 USD in 1 day
(5 Reviews)
4.1
janita24

Hi There Ege P., Good afternoon! My name is Jane a professional data analyst with skills including Data Analysis, Business Analysis, Financial Research, Financial Analysis and Excel. I have over 5 years in tutoring da More

$50 USD in 1 day
(15 Reviews)
4.1
QualityHub

Financial Data Pattern Analysis I have more than 5 years of experience as a professional writer, I have crafted various types of content such as articles, blogs, research papers, reports, business plans, and technica More

$10 USD in 1 day
(26 Reviews)
4.0
QuickMentor

Financial Data Pattern Analysis I am existing after reading your project details I have completed my MPhil in business administration and I have about 4-year experience in all types of business subjects, science subje More

$10 USD in 1 day
(9 Reviews)
3.9
Imtiwrites99

"Hey Ege, I have carefully read through the project description for the Financial Data Pattern Analysis. As a skilled data analyst proficient in financial data analysis, I am well-equipped to identify significant patt More

$15 USD in 1 day
(4 Reviews)
3.4
Alimalik2020

Hi, I have just seen your project and read all instructions, so i'm interested to complete it. I am Chartered Accountant by Professional and have more than 5 years Experience. I assure you that i will do it with 100% More

$20 USD in 7 days
(2 Reviews)
2.6
Zoha37

With my dynamic background in web development, I’ve acquired advanced skills in handling data using Excel that are highly applicable to your project requirements. Understanding financial intricacies is paramount in my More

$30 USD in 7 days
(1 Review)
1.8
m1989hanekom

As an experienced Financial Accountant, my analytical skills, and proficiency in using Excel and Google Sheets are tailor-made for the job of reconciling financial records. I have worked extensively in processing and a More

$20 USD in 7 days
(1 Review)
0.0
ay4053981

This is my duty to submit project on time so don't worry about it project will be as you think about it

$20 USD in 7 days
(0 Reviews)
0.0
mrdon84473

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$55 USD in 10 days
(0 Reviews)
0.0
bharatkumarray

Dear Hiring Manager, I offer extensive experience in financial data analysis, proficient in extracting meaningful insights using tools like Excel, SQL, Python, and Tableau. With a proven track record in identifying pa More

$20 USD in 7 days
(0 Reviews)
0.0
kunalYadav2002

As a proficient data analyst with experience in financial data analysis, I am well-equipped to tackle the task at hand. My key responsibilities will include identifying significant patterns and trends within the financ More

$20 USD in 7 days
(0 Reviews)
0.0
Rushabhgada

I have worked in Indian stock markets and other financial markets for more then 4 years And also persuing my CFP and Financial modelling Data analysis is one of my key intrests

$20 USD in 7 days
(0 Reviews)
0.0
MQ16

Hello, I am writing to express my interest in the Data Analyst position with your company. With a background in financial data analysis and proficiency in Excel and Google Sheets, I am eager to contribute to your tea More

$30 USD in 7 days
(0 Reviews)
0.0
Mohamedessam011

Iam confident that my experience and passion for what I do can help your task succeed and I can start immediately. I invite you to contact me with any questions you may have. Thank you for your time and consideration.

$20 USD in 1 day
(0 Reviews)
1.2