Client Statement & Data Coordinator

Posted yesterday

Worldwide

Summary

We're looking for a reliable, detail-oriented freelancer to support our quarterly client statement process. Each month, you'll help us prepare and review financial statements for our client roster. This includes pulling data from multiple sources, populating and updating Excel workbooks, and reviewing everything for accuracy before delivery. The work is process-driven — we have established templates and workflows, so the right person just needs to follow them carefully and flag anything that looks off. Requirements -Available during EST business hours (at least partial overlap required) -Strong attention to detail — this work involves financial data and accuracy matters -Proficient in Excel -Clear written communication -Experience with Shopify and/or QuickBooks Online -Background in bookkeeping, accounting support, or financial operations -Experience in music, entertainment, or retail industries This is a great fit if you: -Like methodical, organized work -Take pride in catching errors before they become problems -Can work independently once a process is explained Please include any relevant experience with financial data, client reporting, or the tools listed above in your proposal.

  • Less than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Intermediate
    Experience Level
  • $8.00

    -

    $15.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Data Entry
Microsoft Excel
Activity on this job
  • Proposals:20 to 50
  • Interviewing:
    3
  • Invites sent:
    5
  • Unanswered invites:
    2
About the client
Member since Jul 15, 2020
  • United States
    Philadelphia5:51 AM
  • $56K total spent
    25 hires, 18 active
  • 1,741 hours
  • Mid-sized company (10-99 people)

Explore similar jobs on Upwork

Data Entry
Video Production
English
Administrator for Group HomeHourly‐ Posted 3 weeks ago
Customer Service
Administrative Support

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo