Freelancers using Excel VBA
Freelancers using Excel VBA
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Shahid Iqbal
pro
Bhakkar, Pakistan
AI Automation & Business Systems Expert | Make.com, Zapier
$5k+
Earned
4x
Hired
5.0
Rating
54
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AI Automation & Business Systems Expert | Make.com, Zapier
1
Inventory Management System
1
39
0
📊 Just completed a Real Estate Tracker in Excel, built to help agents and teams track deals, leads, and performance in one clean dashboard. It includes: 📈 Sales summary by agent 🧲 Lead tracking (weekly + pipeline stages) 🏠 Properties by buyer/rental/seller ✅ Tabs for business tracking, property supplies, closed transactions, and conveyancing flow If you need a custom Excel tracker for your real estate business (leads, listings, closings, commissions), message me, and I’ll build it around your workflow.
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📊 Just built a Project Management Control Dashboard in Excel, a full command center to track project health in one place. It shows: ✅ Schedule, budget & resource health (visual dashboards) 📌 Task status (done / in progress / not started) ⚠️ Risks, issues, and action items with severity tracking 🔁 Change requests + pending decisions so nothing gets missed 📂 Clean tabs for control, schedule, budget, resources, risks, docs, and more If you want a custom Excel PM system for your team (easy to update + executive-ready reporting), message me, and I’ll build it for your workflow.
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198
2
Premium Brand Identity and Outdoor Advertising Design
2
12
Excel VBA
(3)
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Sam Az
United Kingdom
Delivering a pro job is a must
$50k+
Earned
1x
Hired
5.0
Rating
13
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Delivering a pro job is a must
0
VBA Automation Case Study
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83
0
Improve your Google review star rating
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14
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Ai Agents that can answer inbound calls seamlessly
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31
0
Ai Agent Creation
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61
Excel VBA
(1)
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Thomas Biziouras
Thessaloniki, Greece
Excel Systems Consultant – Clean, Scalable, Custom
5.0
Rating
11
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Excel Systems Consultant – Clean, Scalable, Custom
0
Excel Cash Flow Tracker for Project-Based Construction Budgets
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22
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Excel Tool for Retreat Pricing and Profit Visualization
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17
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Excel Recipe & Inventory Manager with Cost-Per-Portion Logic
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16
6
Excel Bookkeeping System with Dashboard & P&L Automation
6
390
Excel VBA
(4)
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Tabish Khan
Karachi, Pakistan
I fix warehouse chaos SOPs, SAP & Excel system for ops team
5.0
Rating
8
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I fix warehouse chaos SOPs, SAP & Excel system for ops team
0
Most warehouse audits I've seen focus on the wrong things first. Neat labels, clean floors, a binder full of SOPs nobody's opened in months — all of it can look great and still sit on top of a warehouse that's quietly bleeding money. And the SOP binder is usually worse than just outdated. Somewhere along the way, the actual process changed — someone found a faster way to do something, or worked around a problem — and that change lived in their head, not in the document. Everyone just adapts and moves on. Then that person leaves, and suddenly nobody can explain why the process works the way it does, because the only place it was ever really "written down" walked out the door. If I only had fifteen minutes to walk a warehouse, here's honestly what I'd check. I'd skip the month-end accuracy report and ask what's mismatched right now, today. A clean number at month-end really just tells you how good someone is at patching things up before a deadline. Asking about today tells you whether the process actually holds up when nobody's paying special attention to it. Then I'd go find one picker and just watch them complete one real order, start to finish — not a demo, an actual order in the middle of a shift. You learn more in five minutes of watching someone walk a pick path than you do in an hour of reading reports. How far they're walking, how often they double back, how many times they have to stop and ask someone where something actually is. I'd also want to know how long stock sits between receiving and put-away. Not how fast it gets scanned in — how long it physically sits on the dock before it's properly stored. That gap, more than almost anything else, is where damage, shrinkage, and "we can't find it" problems quietly start. And I'd ask a warehouse worker why something's done a certain way — not a supervisor. If the answer is "that's just how we've always done it," that's usually a process nobody's questioned in years, or worse, a workaround that only exists in that one person's head. Last thing, I'd look at what's actually sitting near the exit versus what's actually fast-moving. Layouts get set once and almost never revisited. More often than you'd think, the stuff people grab constantly is buried in the back, and something nobody's touched in months is sitting right up front for reasons nobody remembers anymore. None of this needs a clipboard or a formal audit template. It just needs fifteen minutes and being willing to ask "why" one more time than feels comfortable — because the answer might only exist in one person's head, and that's the real audit finding.
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Why your SAP data is inaccurate — and it's not SAP's fault. Every time someone tells me "our SAP data is a mess," I ask a few questions, and almost every single time, the answer has nothing to do with SAP. The system did exactly what it was told, exactly when it was told. If the number on screen doesn't match what's actually on the shelf, something happened on the floor that never made it into the system — or it made it in late, or someone found a shortcut because doing it properly during a busy shift felt like a luxury nobody had time for. Picture this: the shelf says 40. SAP says 42. Nobody's lying — the count on screen is just repeating something that was entered wrong, or late, or never corrected. I've seen the same handful of patterns show up again and again, at different sites, with completely different teams. Someone unloads a truck, and the goods receipt doesn't get posted until hours later because paperwork felt like it could wait until things calmed down. By the time it's finally entered, nobody actually remembers if it was 40 units or 42 — so whatever gets typed in is really just a best guess dressed up as data. Or transactions get batched at the end of a shift instead of logged as they happen. The timestamps look fine, but the actual sequence of events is gone, which means when something doesn't match later, there's no way to trace back what caused it. Or someone just overrides the number to make it "correct" for now, without asking why it was wrong in the first place. That fixes the symptom for exactly one day. The actual cause is still sitting there, waiting to cause the same problem next week. And honestly, a lot of training doesn't help either — people get taught which buttons to press, but nobody explains why the timing or the order of steps actually matters. So they follow the steps, but they have no idea what breaks the moment one gets skipped. None of this ever shows up as a system error. It just shows up as "SAP's wrong again," which is usually the one explanation that isn't actually true. The fix is almost never a system change. It's a behavior change — closing the gap between the moment something physically happens and the moment it gets recorded, and making the right way to log it the easy way instead of the slow one. If your numbers keep drifting from reality, the system isn't lying to you. It's just repeating exactly what it was told.
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I spent the first couple of years treating inventory accuracy like a fire drill. Count everything the week before month-end, patch whatever didn't match, submit the report, forget about it until next month. It worked, technically. Once. Then the small gaps started piling up faster than I could explain them. What actually changed things wasn't a new tool or a new SOP. It was realizing IRA isn't something you report on — it's something you either protect every day or you don't. Every goods receipt, every issue, every transfer is a moment where the system and the actual shelf can quietly drift apart. Catch that drift the same day and it's a two-minute fix. Let it sit for three weeks and it turns into a full investigation, and usually nobody remembers what actually happened. A few things I've genuinely stuck to since then: Reconcile the same day, not at month-end. I know it sounds obvious written down, but most warehouses don't actually do this — batching corrections is just easier in the moment. Let SAP flag mismatches early instead of waiting for someone to physically count and notice. The system usually knows before the floor does. Ask what kind of discrepancy it is before writing it off — receiving error, system delay, handling mistake. They all look the same on a report and none of them are fixed the same way. Whoever touched the transaction is the one who catches the error. Not an audit team three weeks later going through paperwork. None of this is glamorous. It's mostly just refusing to let small things wait. But it's the reason we held 100% month-end IRA consistently, and it's also the reason the number actually meant something when auditors came through — not just a figure that looked clean on a slide. If there's one thing 7 years taught me, it's that inventory accuracy was never really about the count. It was about how disciplined the process stayed on the days nobody was watching. #InventoryManagement #SupplyChain #FMCG
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📦 Service Spotlight: Warehouse SOP Audit Warehouse problems rarely start on the warehouse floor—they start with inconsistent processes. Poorly documented or outdated SOPs can lead to inventory inaccuracies, production delays, audit findings, and unnecessary operational costs. I help manufacturing and distribution businesses identify these gaps through a Warehouse SOP Audit. What you'll get: ✔ Comprehensive warehouse process assessment ✔ SOP review and standardization ✔ Process gap & risk identification ✔ Actionable improvement roadmap ✔ SAP warehouse process optimization ✔ KPI recommendations for continuous improvement Whether you're implementing SAP, scaling operations, or preparing for an audit, my goal is to help you build efficient, standardized warehouse processes that support long-term operational excellence. With 8+ years of experience in Supply Chain & Warehouse Operations, I've worked extensively with warehouse management, inventory control, SAP, automation, and continuous improvement in a fast-paced manufacturing environment. If you're looking to improve your warehouse operations, I'd be happy to help. 👉 Check out my Warehouse SOP Audit service on Contra or send me a message to discuss your requirements. Helping manufacturers and distribution businesses build efficient, standardized warehouse operations through SOP audits and process improvement.
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62
Excel VBA
(12)
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Denzel Gabriel Perez Yerena
Mexico City, Mexico
Accounting & Finance Automation | Excel & VBA
New to Contra
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Accounting & Finance Automation | Excel & VBA
5
I designed a Business Intelligence and financial reporting solution that transforms scattered data from multiple sources into centralized, validated, and decision-ready information. The solution automates the complete reporting workflow: connecting and consolidating data, cleaning and standardizing information, applying business rules, building a structured data model, calculating financial KPIs, and generating executive dashboards and recurring reports. Instead of manually combining spreadsheets and preparing reports every reporting period, the workflow creates a repeatable data pipeline that reduces manual work while improving consistency, traceability, and visibility. Key capabilities include: Multi-source data consolidation Automated ETL and data transformation Data validation and quality controls Power Pivot data modeling Financial KPI calculations Interactive executive dashboards Automated and scheduled reporting Exception and duplicate detection Audit trails and process traceability Technologies: Excel, Power Query, Power Pivot, VBA, DAX, SQL/CSV data sources and automated reporting workflows. The goal of the project is not simply to create a dashboard, but to build the automated data process behind it — turning raw information into reliable insights that can support faster business decisions. All information, companies and metrics displayed in this case study are fictional demo data created exclusively for portfolio purposes.
5
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Executive Financial Dashboard & KPI Reporting Automation I designed an automated financial reporting solution that transforms scattered financial data into structured, reliable, and decision-ready insights. The workflow consolidates information from multiple data sources, standardizes and validates the data, applies business rules and calculations, and automatically updates financial KPIs and executive dashboards. The solution combines Excel, Power Query, Power Pivot, data modeling, and VBA automation to reduce repetitive reporting work and create a centralized view of financial performance. Key capabilities include automated data consolidation, financial KPI calculation, data validation, exception detection, interactive reporting, trend analysis, and automated dashboard refreshes. The project demonstrates how traditional spreadsheet-based reporting can be transformed into a more scalable and automated financial analysis system. All information and metrics shown in the case study are fictional demo data created exclusively for portfolio purposes.
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Bank Statement Processing & Reconciliation Automation I built an Excel & VBA automation system designed to transform raw bank statement data into structured, review-ready financial information. The workflow automatically processes transactions from multiple bank sources, identifies transaction types, applies configurable classification rules, detects branches and categories, flags exceptions for manual review, and performs reconciliation checks to identify potential duplicates and cross-bank matches. I also developed an executive dashboard to provide a clear overview of transaction activity, income, expenses, classification status, and reconciliation alerts. Key features: automated bank transaction processing, rule-based classification, exception detection, configurable business rules, duplicate detection, cross-bank reconciliation, and executive financial reporting. The screenshots shown use fictional demo data created to demonstrate the workflow without exposing confidential financial information. Built with Microsoft Excel + VBA.
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Automated the preparation and structuring of approximately 7,000 accounting journal entries per month using Excel and VBA, reducing a 4–5 day manual process to approximately 30 minutes.
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62
Excel VBA
(4)
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Santiago Gonzalez
Santiago, Chile
Engineering FP&A systems with custom AI Logic
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Engineering FP&A systems with custom AI Logic
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Multi-Year Quarterly Forecasting Framework Technical Summary: Time-Series Architecture: Developed a scalable 5-year forecasting horizon using a quarterly periodicity to capture business seasonality and cyclical revenue trends. Dynamic Modeling Structure: Engineered the framework to transition from "Actuals" (Real) to "Projected" periods, allowing for immediate variance analysis and rolling forecast updates. Driver-Based Revenue Build: Structured the top-line to be driven by segment-specific assumptions, enabling granular sensitivity analysis for different business units. Institutional Formatting: Designed the workbook with a professional, audit-ready layout that follows standard financial modeling best practices for clarity and navigation.
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Segment-Level Revenue & OpEx Build Technical Summary: Granular Forecasting: Built a revenue model broken down by business segment (A, B, and C) to allow for specific growth and margin assumptions for different product lines. Profitability Drivers: Analyzed the bridge from Revenue (370) to EBITDA (80), incorporating variable Cost of Goods Sold (COGS) and fixed Operating Expenses. SBC Integration: Correctly identified and categorized Stock-Based Compensation (30) within Operating Expenses to allow for proper non-cash reconciliation in the valuation phase. Margin Analysis: Structured the statement to highlight Operating Income (EBIT) as the primary indicator of core business performance before interest and tax effects.
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Dynamic Debt & Liquidity Schedule Updated Technical Summary: Debt Reclassification: Implemented a US GAAP-compliant structure that reclassifies long-term liabilities into the Current Portion of Long-Term Debt (CPLTD) as they approach maturity. Liquidity Analysis: Designed the Current Liabilities section to distinguish between operational credit (Revolvers) and structural principal payments, providing a more accurate Current Ratio. Model Integrity: Tied the debt balances directly to the Financing section of the Cash Flow Statement, ensuring that every dollar of repayment or issuance is accounted for in the cash "tie." Advanced "Plug" Logic: Set the foundation for a dynamic cash sweep where short-term debt acts as a buffer to maintain a positive cash balance during low-liquidity quarters.
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Integrated 3-Statement US GAAP Skeleton Interconnected Mechanics: This project demonstrates a fully integrated financial model where the Income Statement (IS) feeds the Balance Sheet (BS) and Cash Flow Statement (CFS). Balance Sheet Accuracy: The BS follows the strict order of liquidity (Current vs. Long-term) and includes key reconciliations for Common Stock and APIC. Cash Flow Engine: The CFS uses the Indirect Method to bridge Net Income to the Ending Cash Balance, ensuring the "Cash Tie" matches the BS exactly. Key Accounting Logic: Features non-cash add-backs for Stock-Based Compensation (SBC) and Depreciation to provide an accurate picture of operational liquidity.
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262
Excel VBA
(4)
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Account Sphere
Sialkot, Pakistan
Helping Businesses Grow Through Accounting
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Helping Businesses Grow Through Accounting
1
Title: Automatic Bookkeeping Workbook — Single-Entry Journal to Full Financial Statements Description: A lightweight, fully automated Excel bookkeeping template built around one core idea: type a transaction once, and every downstream report updates itself. Unlike a full client engagement model, this is designed as a clean, reusable template — enter journal entries as balanced debit/credit lines on the one editable sheet, and the workbook handles the rest automatically: 1.One input sheet: Journal Entries is the only tab you type in — pick accounts from a dropdown, enter debit or credit amounts, and a built-in check column flags instantly if a line doesn't balance 2.Automated General Ledger: every account's full transaction history and running balance, generated without a single manual formula 3.Trial Balance with a live balance check 4.Financial statements: Income Statement, Balance Sheet (with automatic balance verification), and a direct-method Cash Flow Statement — all driven off a Cash Flow Category tag on cash transactions 5.Dashboard: auto-generated KPI snapshot (Total Assets, Liabilities, Equity, Net Income, Ending Cash) plus Revenue vs. Expenses and Operating Expense Mix charts 6.Color-coded design: blue for inputs, black for same-sheet formulas, green for cross-sheet links, grey for automated helper columns — so anyone opening the file immediately understands what's safe to edit Built to show that solid double-entry bookkeeping logic can be made genuinely foolproof for a non-accountant user — no VBA, no macros, just clean formula architecture. Skills demonstrated: Excel automation · Double-entry bookkeeping · Template design · Data validation · Financial statement preparation · Dashboard & chart design
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Startup Financial Model — 3-Year Excel Model for Early-Stage Businesses A complete, investor-ready financial model built for newly established businesses, delivered as a fully dynamic Excel workbook (9 linked tabs, 685+ live formulas, zero hardcoded outputs). What's included: 1.Startup Costs — itemized pre-launch capital requirements with contingency buffer 2.Revenue Build — multi-stream revenue modeling with monthly detail for Year 1 and 3-year projections 3.Operating Expenses — fully categorized cost structure with annual escalation 4.Break-Even Analysis — automated contribution margin, break-even point, and margin of safety, with a visual chart 5.3-Year P&L Forecast — full income statement from revenue down to net income, monthly + annual 6.Cash Flow & Cash Requirement — monthly runway analysis with receivables/payables timing, pinpointing exactly when and how much additional cash is needed 7.Funding Requirement — Sources & Uses summary that ties out automatically, producing a clear capital ask Why it stands out: Every number is a live formula, not a static output — change one assumption and the entire model (break-even, forecast, cash runway, funding ask) recalculates instantly Color-coded inputs (blue), formulas (black), and cross-sheet links (green) so any user can navigate and edit safely Built to professional modeling standards — clean formatting, documented assumptions, verified formula integrity Ideal for: founders raising a pre-seed/seed round, small business owners applying for a loan, or accelerator/incubator applicants who need a credible, lender/investor-facing financial model fast.
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Forward Sports (Pvt.) Ltd — Dynamic 5-Year Three-Statement Financial Model A fully-linked, scenario-driven financial model built in Excel for Forward Sports (Pvt.) Ltd, a Sialkot, Pakistan–based sporting goods manufacturer and exporter — forecasting FY2026–FY2030 off a FY2025 actual base year. Scope of work: 1.Scenario-Driven Assumptions — built a live scenario switch (Base / Upside / Downside) driving revenue growth (3%–13%) and COGS as a % of revenue (59%–64%) through OFFSET + MATCH formulas, so the entire model recalculates from a single dropdown input 2.Operating Expense Build-Up — modeled SG&A, R&D, and Marketing as % of revenue over the forecast period, feeding directly into the income statement 3.Income Statement — fully linked 6-year P&L (2025A–2030F) from revenue through COGS, gross profit, operating expenses, and net income, all formula-driven off the assumptions tab 4.Balance Sheet — dynamic 5-year balance sheet with automatic balance checks tying back to the income statement and cash flow 5.Cash Flow Statement — indirect-method cash flow statement (CFO/CFI/CFF), reconciling net income to the change in cash and linking to the Balance Sheet 6.Ratios & Summary — a KPI panel with margin, efficiency, and return ratios, plus SUMIFS-based period totals for revenue, net income, and marketing spend 7.Dashboard — a forecast-summary dashboard with a scenario selector and revenue/net income/EBITDA-margin charts (Base case: ~19% EBITDA margin through the forecast, Net Income growing from ~$5.0M to $5.8M FY2026F–FY2028F) Why it matters: Every figure flows from a single set of assumptions — change the active scenario and the entire model, from the P&L down to the dashboard chart, updates automatically. Nothing is hardcoded, which is exactly what makes it defensible in front of a client or professor. Skills demonstrated: Financial modeling · Three-statement integration · Scenario/sensitivity analysis · Advanced Excel (OFFSET, MATCH, SUMIFS, dynamic named ranges) · Dashboard design · Forecasting
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Title: UrbanMart Retail — Complete Monthly Bookkeeping & Financial Reporting (Excel) Description: A full-cycle monthly bookkeeping package built in Excel for a fictional retail business, showcasing end-to-end accounting workflow from raw transactions to finished financial statements. What's included: * Chart of Accounts — structured account codes, types, and normal balances * General Journal — 27+ dated transaction entries with debit/credit logic and memos * General Ledger — auto-posting from the journal with running balances per account * Trial Balance — pulled directly from the ledger, verified to balance to the cent * Bank Reconciliation — deposits in transit, outstanding checks, adjusted balances tying out to $0 difference * Income Statement — revenue, COGS, gross profit, and operating expenses * Balance Sheet — assets, liabilities, and owner's equity, with a built-in check that Assets = Liabilities + Equity * Statement of Cash Flows — indirect method, reconciling net income to ending cash Every statement is fully linked with live formulas — no hardcoded numbers — so the workbook updates automatically as transactions change, and every total is traceable back to its source. Skills demonstrated: double-entry bookkeeping, Excel formula design (cross-sheet references, IF logic), financial statement preparation, bank reconciliation, and accounting workflow documentation. (Sample project — all figures are illustrative for demonstration purposes.)
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59
Excel VBA
(3)
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Yiğit Işık
İstanbul, Turkey
E-Commerce & Marketplace Consultant | Amazon · Shopify · D2C
New to Contra
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E-Commerce & Marketplace Consultant | Amazon · Shopify · D2C
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This project reflects the management and optimization of Patislove’s presence on Ankorstore, a B2B wholesale marketplace aimed at expanding brand distribution across European retailers. The work focused on structuring product assortments, defining competitive wholesale pricing, and presenting the brand effectively to business buyers. Emphasis was placed on clear communication, strong visual identity, and aligning with platform requirements to increase retailer interest and order potential. By adapting the brand experience to a wholesale environment, the project supported broader market reach, improved visibility among retailers, and scalable growth opportunities.
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This project reflects the management and optimization of Patislove’s presence on Orderchamp, a B2B wholesale marketplace focused on expanding brand reach across European retailers. The work involved structuring product assortments, pricing strategies, and brand presentation to appeal to business buyers while aligning with wholesale dynamics. Emphasis was placed on clear product communication, competitive positioning, and ensuring scalability across multiple markets. By adapting the brand experience to a B2B environment, the project supported increased visibility among retailers, improved order potential, and stronger distribution opportunities.
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This project reflects my role in managing LC Waikiki’s presence on the Wildberries marketplace in Russia, focusing on optimizing product visibility and sales performance within a competitive platform environment. I worked on assortment management, campaign alignment, and content optimization to ensure strong brand representation while adapting to marketplace algorithms and user behavior. The focus was on increasing discoverability, improving conversion rates, and maintaining consistency with the brand’s identity. By balancing platform dynamics with commercial strategy, the brand’s performance and visibility were effectively enhanced within the marketplace ecosystem.
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I managed the social media and Meta Ads strategy for Patislove and Patiswiss, focusing on building a visually distinctive brand presence while driving measurable performance across digital channels. The work combined creative direction with performance marketing, including content planning, campaign optimization, and audience targeting across platforms such as Instagram and Facebook. I contributed to developing high-impact visual storytelling aligned with each brand’s identity, while continuously analyzing campaign data to improve engagement, reach, and conversion rates. By integrating brand aesthetics with data-driven decision-making, the project supported both awareness growth and direct sales performance in competitive FMCG and confectionery markets.
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44
Excel VBA
(3)
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