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I need to move a set of legacy financial performance reports into Microsoft Databricks and make them fully self-service for my business users. The work centres on revenue and profit-margin analysis, sliced by product, region, and time period, and everything must come straight from our existing internal databases. You will be handling the whole pipeline inside Databricks—model design, SQL development, performance tuning, and dashboard creation—so deep knowledge of Databricks SQL Warehouses, notebooks, Delta Lake, and strong, readable SQL are mandatory. Because the audience sits in a regulated financial-services environment, familiarity with common banking or asset-management data structures and the need for audit-friendly, traceable logic will help you hit the ground running. The solution will be build and deployed in a dedicated Azure cloud. Deliverables • Clean, well-documented Databricks notebooks or SQL scripts that build the required data sets • Parameter-driven dashboards (or Databricks SQL visualisations) that surface revenue and profit-margin KPIs • A short run-book explaining refresh cadence, permissions, and how to extend the model Acceptance criteria • Every report returns complete results in under two minutes against production-scale data • Figures reconcile back to our source system totals to within 0.1 % • Code is version-controlled and passes an internal peer review for naming, formatting, and security standards If you have delivered similar revenue-tracking solutions in financial services and can start soon, I would love to hear how you would approach this project. Once I have a strong candidate found I will have you sign an NDA and then share the reports you will be working on.
Project ID: 40374506
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30 freelancers are bidding on average $53 USD/hour for this job

Good noon from New Jersey, Thank you for sharing the project details. Before preparing an accurate proposal, I would want to clarify these important points so the Databricks architecture, reconciliation logic, and dashboard scope are fully aligned from the beginning: What are the exact source systems and databases involved, and how will Databricks connect to them in Azure, such as direct SQL access, replicated data, flat files, APIs, or an existing ingestion layer? Which legacy reports are in scope for Phase 1, and can you share how many reports, tabs, metrics, and business views need to be migrated first? How are revenue and profit margin currently defined in your organization, and are there any existing calculation rules, exclusions, allocations, or adjustments that must be preserved exactly? What dimensions and drilldowns are required in the self service dashboards beyond product, region, and time period, such as business unit, channel, customer segment, advisor, portfolio, or legal entity? What data volumes are we working with, including approximate row counts, refresh frequency, and expected concurrency, so the Databricks SQL Warehouse sizing and Delta design can be planned correctly? What reconciliation process do you expect during validation, and who on your side will confirm that the new Databricks outputs match the legacy report totals within the 0.1 percent tolerance?
$38 USD in 40 days
7.8
7.8

Hey, I will build your revenue and profit-margin pipeline in Databricks — Delta Lake medallion architecture, optimized SQL models sliced by product, region, and time period, and parameter-driven dashboards with sub-two-minute query performance. For audit traceability, I will implement Delta Lake's change data feed on each layer so every figure traces back to source with full lineage — critical for reconciliation within your 0.1% tolerance. Questions: 1) Are the source databases already accessible from your Azure Databricks workspace? 2) How many distinct reports are in the legacy set? Looking forward to discussing further. Best regards, Kamran
$34 USD in 40 days
5.5
5.5

I am a seasoned data engineer with extensive experience in developing financial reporting solutions using Microsoft Databricks. I have a strong track record of migrating legacy reports into modern data platforms and am highly proficient in Databricks SQL Warehouses, notebooks, and Delta Lake. My expertise in performance tuning and SQL development ensures efficient, reliable results that align with regulatory compliance standards. In previous projects, I have successfully built self-service financial dashboards that offer insights into revenue and profit margins across various segments, similar to what you require. My familiarity with banking data structures enables me to design and implement audit-friendly, traceable logic within cloud environments, particularly Azure, ensuring the reliability and accuracy required by your business users. I am interested in discussing how I can help bring your financial reports into Databricks. Could you share more about the current state of your reports? I am available to start soon and can provide additional details upon request.
$25 USD in 40 days
5.4
5.4

⭐⭐⭐⭐⭐ Transform Legacy Financial Reports into Self-Service Databricks Solutions ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking for a Databricks expert to migrate legacy financial performance reports. You don't need to look any further; Zohaib is here to help you! My team has successfully completed over 50 similar projects in financial data management. I will ensure the entire pipeline is well-designed, from model creation to performance tuning and dashboard development, all while maintaining budget efficiency. ➡️ Why Me? I can easily handle your project of moving financial reports to Databricks as I have 5 years of experience in SQL development, data analysis, and dashboard creation. My expertise includes working with Databricks SQL Warehouses, Delta Lake, and performance tuning. Additionally, I have a strong grip on Azure cloud services, ensuring a smooth deployment. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. I look forward to discussing this with you in our chat. ➡️ Skills & Experience: ✅ Databricks SQL ✅ SQL Development ✅ Performance Tuning ✅ Dashboard Creation ✅ Data Analysis ✅ Delta Lake ✅ Azure Cloud ✅ Financial Reporting ✅ Data Migration ✅ Documentation ✅ Audit Compliance ✅ Version Control Waiting for your response! Best Regards, Zohaib
$30 USD in 40 days
5.0
5.0

Hi, I have strong experience working with Databricks, SQL development, and building scalable, self-service data pipelines for financial analysis. I’m comfortable designing models, writing optimized SQL, and creating interactive, parameter-driven dashboards that surface KPIs like revenue and profit margins. I can move your legacy financial performance reports into Databricks, using SQL Warehouses, Delta Lake, and Databricks notebooks to create the necessary data sets. I will ensure that the solution is performant, audit-friendly, and traceable, with a focus on the regulated financial-services environment. I’ll also provide a run-book for future extensions and maintenance. You can expect clean, well-documented code and performance tuning to ensure quick report generation under two minutes, with figures reconciling back to your source systems. Best regards, Juan
$25 USD in 40 days
2.9
2.9

Hello, I’d be excited to help you migrate your legacy financial performance reports into Databricks with a clean, auditable, and highly performant design. I’ve delivered similar revenue and margin-tracking solutions in regulated financial‑services environments, and I’m comfortable building end‑to‑end pipelines across SQL Warehouses, Delta Lake, and notebooks. I can structure models that remain fully traceable back to your internal databases while ensuring dashboards stay self‑service and easy for business users to extend. My approach typically emphasizes readable SQL, version control, and tuning so reports return under two minutes and reconcile cleanly to source totals. I’d also ensure your revenue and margin KPIs are parameter‑driven and intuitive for product, region, and time period slicing. Best regards!
$40 USD in 23 days
2.6
2.6

Hi Hiring Manager, I’m Sean, a Data & AI Engineer with 10 years’ experience specializing in Databricks SQL, Delta Lake, and performance tuning. I have migrated and modernized financial reporting pipelines for regulated clients, including a revenue-reconciliation project that delivered sub-0.1% parity to source systems while improving query performance. My approach is to design an auditable, parameter-driven Delta model in Databricks using modular notebooks and SQL Warehouses, implement robust transformations with clear lineage, and build self-service dashboards that slice revenue and margin by product, region, and period. I can do this project perfectly using production-ready patterns for partitioning, Z-ordering, and cost-based tuning to meet your two-minute SLA. I typically deliver this scope in 25 days, including tests, performance tuning, and deployment notes. I will provide unit/integration tests, logging and monitoring guidance, OWASP-aware practices, clean code, and documentation; for any AI components I include evals and data-privacy guardrails. Please review the proposed plan and timelines Which specific source systems and schemas will I be connecting to first, and do you have sample extracts I can review under NDA? Best regards, Sean
$50 USD in 25 days
1.4
1.4

Hello, I understand you need to shift your legacy financial reports into Microsoft Databricks, making them fully self-service with a focus on revenue and profit-margin analysis by product, region, and time. I will handle everything inside Databricks, from data modeling and writing clear, efficient SQL to performance tuning and building dashboards that your business users can easily explore. I also know how important it is to have audit-friendly, clear logic and to meet strict performance standards in a regulated environment like financial services. I will deliver clean, well-documented Databricks notebooks or SQL scripts, dashboards driven by parameters for flexibility, and a simple run-book for maintenance. To get started smoothly, I need to clarify a few things: What are the volumes of data and expected concurrency for the reports? Could you share details on the existing source database schemas and any specific banking or asset management data models used? What tools or platforms do your business users currently use for reports, and are there any preferences for the dashboard format? Are there specific security or compliance controls I need to implement beyond version control and peer review? What is your expected timeline for deployment and how often should the data refresh? Could you provide details about the current data volume and expected user concurrency for these financial reports? Thanks,
$25 USD in 36 days
0.0
0.0

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