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Excel template and macro development.

Working in the Financial Services arena we have a need for someone to work with us to develop - office wide macros and template worksheets.  The worksheets would be used for client data review and collection.

Our goal is to have a trusted resource we can work with to help brainstorm and develop tools to review client and product situations to allow us to analyze options for our clientele.

Project page in Upwork.com

Site: Upwork.com | Admin Support, Data Entry

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