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 am financial specialist and guru in Excel and VBA. I create creative and complex business plans, financial models and feasibility studies in a simplified and logical manner including clear assumptions, drivers, financial statements, valuations, suitable sensitivity analysis, scenarios and dashboards that are easy to understand by the client and their investors. I have created dozens of reports for a variety of businesses including, startups, retailers, power plants, farms, equipment manufacturers, among others. Also, I am a guru in Excel, and I have extensive knowledge and expertise in advanced formulas, Pivot Tables, Visual Basic Application including preparation of dynamic dashboards, screen layout's (user-forms), drop-down boxes, generator reports, and charts. More on that, I develop financial modules including business valuation methodology & ratios (INPV, IRR, DCF, MCDA, CPI, SPI, EVM, KPI, SPE, SPV FVC, sensitive analysis, correlation, and regression, etc.)