Donation Management Tool by Excel and VBA
Financial XLA created an accounting module in Excel to manage donation information and generate comprehensive donor reports based on time period or donation type. The main database remains secured as users are provided specific fields for input. The Excel Workbook is also password protected to prevent unauthorized personnel from accessing sensitive donor and application information that is specifically used for CRM. This application was created specifically for an NGO and provides “thank you” letters. It permits users to upload databases from Excel, Access CSV files, and upload the data into a master file. Prior to processing, Excel displays the transactions on-screen with review and correction capabilities. An audit trail of modifications permits users to track their changes. FinancialXLA also programmed Excel to check for information accuracy through data validation for specific fields such as date of birth and identity number, and prepare reports with set parameters and criteria.
I have extensive experience in realizing & identifying enterprise opportunities and ideas with my skills in Finance, Branding, Marketing & Business Development. I develop a strong business & marketing strategy with a detailed implementation plan based on solid market research and proper analysis of the business environment. They also include a well-defined marketing positioning for your brand with the development of a system of integrated marketing communication for your targeted market segments based on research institutes like BCG, KPMG and more. What do I love to do? ✔️ Accounting, Consolidation & reconciliation ✔️ Modules in Excel: financial projections, inventory, stock trading (API), financial reports, Extract & Cleaning ✔️ Databases in Excel by algorithms, VBA/Macro and Pivot Tables ✔️ Manipulate databases and populate reports ✔️ Monitoring apps by algorithms, keywords and API for traders and stockbrokers