Analyze Financial Docs & Write Code

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Read through financial documents and perform bond calculations for each of the 200 documents from the specific directions. We need a detail-oriented freelancer to extract and calculate the maximum tax values from a provided document (Rate and Method of Apportionment) and enter them into a corresponding spreadsheet. Escalate these taxes from the base year onwards according to the escalator specified. Attention to detail and reading carefully is a big part of this process. Comprehensive, fluent English-speaking applicants required. If trainable, there is an opportunity for future contracts within this specialty. Attached is a sample calculation (Excel sheet), derived from the Rate and Method of Apportionment bond document (PDF). Example: 1) Locate Tax Rates: Open the document and refer to Table 1: Maximum Special Taxes (Section D). Identify the starting tax rates for each property type (e.g., $2,516 per Residential Unit for Single Family Residential Property less than 2,000 sq ft). 2) Adjust for Fiscal Year Changes: Note that the rates increase annually by 2% starting from Fiscal Year 2020-2021. For example: FY 2020-21: $2,516 per Residential Unit FY 2021-22: $2,566.32 per Residential Unit FY 2022-23: $2,617.64 per Residential Unit Use this 2% increase to compute the Maximum Tax for subsequent fiscal years up to FY 2024-2025. 3) Apply the Property Type Rules: For each Land Use Category, determine the property type (e.g., Single Family, Multi Family, Non-Residential) as well as the Building Square Footage. Use the corresponding tax rates from the table and calculate the totals for the relevant years. 4) Use the Definitions Section: Refer to the definitions in the document to understand terms. Cross-check with the Maximum Special Tax rules (e.g., Approved and Undeveloped Property maximum tax rates are applied per acre as opposed to per unit) 5) Enter Data in the Spreadsheet: Organize the calculations in the same format as the example spreadsheet. Include separate rows for each property type and fiscal year, with clearly calculated Maximum Tax values. 6) Double-Check Calculations: Re-check the fiscal year adjustments and ensure all property types and tax zones are accounted for. I will send you a Google Drive link for the first 100 bonds. Deliverables: - A completed Excel spreadsheet with all Maximum Tax values calculated and entered, following the example structure, named exactly the same as the document. 1 spreadsheet per document. After creating the Excel sheets with maximum tax values, we would like you to write Python code (from a pre-existing template that will be provided) to enter the maximum taxes into our SQL database (creds via Remote Desktop Connection as well as creds to our Amazon Cloud database will be provided). I will provide guidance on the first 10-20 calculations entered into the database and walk you through the process. Queries to check your work in the relevant database tables will be provided so you can verify that your code worked as expected. Minimal to no coding experience required, as this is pretty simple and I can guide you through writing code and writing queries in a SQL database.

Keyword: SQL

Price: $500.0

SQL Accounting Microsoft Excel English Mathematics Python