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Company’s Financial Statement Data Entry in Spreadsheet

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To
convert financial statement data into Excel.  Basically, take
information from U.S. SEC filings/Company’s annual report and input into
Microsoft Excel in a consistent format.  We wish to include the income
statement, balance sheet, cash flow statement, and some basic company
information such as top shareholders, brief company profile, geo, and product
segment-wise revenue.  The format of the Excel sheet will be provided and
you should adhere to the formatting.



Source information must come from SEC filings
(10-K and 10-Q filings) and Company press releases only (no third party
databases can be used).



The goal is to replicate the reported
information into Excel in a consistent format with 100% data integrity (data
must be thoroughly checked).



As an example, you will be told the company is
IBM.  You will use SEC Edgar/Company website to pull up the
financial information for IBM.  You will then search for 10-Q and
10-K financial statements.  You will then input the data from these
filings for the annual periods 2013 - 2018 (6 columns for last 6 fiscal years)
and quarterly period for 2018 and 2019 (max 7 columns for the interim financial
period and 4 quarters of last completed Fiscal Year).  You will input
income statement, cash flow statement, balance sheet and some basic company
information such as top shareholders, brief company profile, geo, and product
segment-wise revenue. 

The required skills for this project:

- Accurate & fast numerical entry

- Double-checking entries against source data

- Familiarity with various GAAP financial
statements

- Ability to manipulate data in Excel to achieve
desired presentation & format

- Fluency in English to understand source data
and converse with the employer



The goal is to do 5 projects every
week.  Each project should take 3-4 hours.  Freelancer
will generally have ~1-2 days to complete each project.

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