I am looking for someone who considers themselves to be an EXPERT at Excel and very proficient at PowerPoint. They can take direction well, use example reports to generate new client reports, and work independently.
I consider you an expert if you know how to utilize vlookups, sumifs, nested formulas, PivotTables, Pivot Charts, chart creation, and named ranges, as an example of the types of formulas I use on a day-to-day basis.
The reports that you will be working on are for clients of a consulting business. We will have Excel workbooks that have data regarding things such as the locations, the date that savings occurred, the previous and new costs, the savings they achieved, etc. Your job is to a) check the data to ensure it is accurate. Do the totals for each invoice match the total of the tab that they came from? Are all of the formulas locked correctly? Are there any N/A’s or vlookuup errors?
Once you’ve validated the information you will work to summarize information in various ways. Sometimes, it might look best to show the savings by location. Sometimes it is best to organize by the action that led to the savings. It will take judgement to tell the best way to show the data and I will provide some direction, especially in the beginning. The commodity will each have a different format for how the savings is shown.
Once you have the data summarized and manipulated to show how the savings is impacting the client, then you will move that data into a PowerPoint through smart art graphics, charts, and text bullet points. Examples and templates will be provided. The data will need to follow a specific format template with color schemes, font styles and sizes, etc. Each report should have some uniqueness as the results and “story” are unique, but should all have the same look and feel.
Right now, it takes me between 2 and 6 hours to complete a client review. If I am updated a review with new data after the original report was completed, it takes me 1-2 hours to complete. Sometimes less if the projects were not complicated.
The goal for this position is to provide me with updated Excel workbooks and PowerPoints so that the time I personally spend on each Client Review is minimal. Each report, I will provide feedback on things that would need to be changed on ALL reports going forward to help create a system where reports require very little editing from me. For instance, I expect on the first reports, I would provide feedback on changes needed (I will make the changes, typically) and I would provide you with the notes on what I updated. Your proficiency would mean that you would take those slide notes and apply them to future slide decks so I do not have to keep making the same changes and edits.
I have about 50 clients that will require these reports and I have completed about 15 of them to satisfaction. The reports that will be needed on a monthly basis will be between 10-20 per month.
If you want to apply for this position, it is important to me that I know you read the entire post, so please tell me who won the American SuperBowl in February 2022. The interview process will include a zoom call where I provide you with an Excel test that I will observe to make sure you can do the following functions: 1) write a vlookup formula. 2) write a sumifs formula based on the location in a column and the date in a row 3) Pivot date to summarize savings by month. 4) create a simple bar chart with savings by month (summarized) and do some various things to format that chart (remove background fill, add labels, and change the color of the bar to match a logo).
Training on how to create the reports will be provided. Having the above minimum skills is required to start, though. Pay can be at your preference of weekly/bi-weekly/monthly via Wise.
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Company: Jamtek Electrical LLC
Name: Darrell Stempke
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