Excel Expert Needed to Enhance Retirement Income Planning Tool

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I’m a financial advisor looking for an experienced Excel expert to help upgrade and maintain a custom spreadsheet I use with clients during retirement planning meetings. This sheet models how income will be generated throughout retirement based on assets, spending, inflation, and asset allocation across different “buckets” (Safety, Income, Growth). The job will include: • Updating the year timelines (currently outdated) • Troubleshooting broken formulas or charts • Making the sheet easier to use and more visually polished • Adding flexibility to model different scenarios (e.g., early retirement, inflation shock, varying returns) Requirements: • Expert-level Excel (especially formulas, conditional formatting, charts, named ranges) • Bonus: experience with financial planning, retirement modeling, or working with financial advisors • Strong communication and ability to propose improvements Deliverables: • Updated, user-friendly Excel file • Cleaned up formulas and better labeling • Ability to simulate multiple retirement scenarios from one input page To apply, please: 1. Share examples of past financial modeling or similar Excel tools you’ve built 2. Highlight any experience working with financial professionals 3. Briefly describe how you’d approach making the tool more user-friendly for clients The ideal candidate will have a strong background in financial modeling and advanced Excel functions to improve tool functionality and user experience. Responsibilities include optimizing formulas, ensuring data accuracy, and implementing new features to serve the advisors’ needs better. If you have a passion for investments and Excel, we want to hear from you!

Keyword: Data Analysis

Price: $30.0

Financial Analysis Microsoft Excel Financial Modeling Visual Basic for Applications