Build - Family Office Dashboards
Rozpočet: $20.0 - $45.0
HOURLY / PART_TIME
⭐ 0.00 (0)
United States
visualization, financial-analysis, financial-modeling, web-design, data-analysis, microsoft-excel
Preferované kvalifikace
- Zkušenost: Středně pokročilý
Title: Python developer to automate a family office Excel/reporting pipeline (openpyxl)
Body:
We run a monthly reporting pipeline (Python, openpyxl, pandas) that ingests
custodial data exports and produces client-facing Excel and PDF reports. That
part works well and is not being touched.
Two adjacent deliverables are still built by hand each month in Excel, with no
connection to the automated pipeline or to each other: a private-equity
commitment and pacing summary, and a 24-month cash flow projection. We need a
developer to build a small export/import layer that connects all three, so a
single update to the source data flows through automatically instead of being
retyped in two or three places.
Scope, at a glance:
- A new export script that reads our existing pipeline output plus an
advisor-maintained reference workbook, and writes a structured JSON file
- A population script that reads that JSON and writes the correct cells into
the existing cash flow workbook (openpyxl), preserving the workbook's
existing formulas
- A set of reconciliation checks that fail loudly on any mismatch or unmapped
entity name, rather than silently producing a wrong number
- Everything runnable standalone, with a dry-run mode and clear logging
We have a detailed technical spec already written, including a working
prototype workbook and several concrete bugs already found and documented as
test cases, so this is scoping-ready. A signed NDA precedes any access to
real data or the codebase; development happens against a de-identified,
structurally faithful prototype in the meantime.
Ideal background: Python (openpyxl, pandas), comfortable reading and writing
Excel formulas, careful about data integrity, experience with financial or
operational reporting data a plus.
Please apply with relevant experience and we'll share the full spec once
we're talking.
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