Keri J.

Keri J.

WeavervilleNC
Job Success
Top Rated Plus

Accounting Consultant | CPA | Tableau Data Visualization

My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
Rating is 5 out of 5.
5.00 Sep 13, 2022 - Jan 23, 2023

"Kerrie was proactive, clear & timely in her work and communications."

Private earnings
Rating is 5 out of 5.
5.00 Jun 15, 2022 - Oct 26, 2022

"Keri is awesome! Highly competent, follows all of the best practices, detail oriented, and never had to clean up her work. She's a true professional and will get the job done. I will be hiring her again for my next project. Thanks Keri!"

Private earnings
Rating is 5 out of 5.
5.00 Jul 21, 2022 - Sep 27, 2022
Private earnings
Rating is 5 out of 5.
5.00 Jul 28, 2022 - Aug 17, 2022

"Of all the folks in the accounting space I've worked with, Keri is by far one of the best communicators. Not only is she knowledgeable in her craft, but she is also responsive and well-organized. I will definitely be seeking her help on future projects."

Private earnings
Rating is 5 out of 5.
5.00 Nov 11, 2021 - Dec 10, 2021

"Keri was phenomenal to work with. Responsive, flexible, and proactive. Furthermore, she had the skills needed to get the job done successfully. I would highly recommend her for other engagements."

Private earnings
Mar 30, 2021 - Jun 22, 2021

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Sep 10, 2020 - Feb 16, 2021

"Keri was instrumental in helping our small startup business get our finances in order. She reviewed our books, developed close-out procedures and served as a liaison to our accountant and bookkeeper. We now have the financial data in place to forecast each quarter, and make educated business decisions. Great communicator and easy to work with."

Private earnings
Rating is 5 out of 5.
5.00 Dec 31, 2020 - Jan 31, 2021
Private earnings
Rating is 5 out of 5.
5.00 Dec 8, 2020 - Dec 11, 2020

"Keri was amazing, extremely knowledgeable, professional and highly skilled in Tableau. Jumped right on the project and met the deadline, excellent communication. Lucky to have worked with her, looking forward to working we her on my next project."

Private earnings
Rating is 5 out of 5.
5.00 Sep 6, 2019 - Oct 20, 2020

"5/5 stars for Keri. If you are in need of CFO_level expertise, Keri should be your new hire. Keri was knowledgeable and jumped right into our business to help us upgrade our accounting processes; audit our bookkeepers work; provide strategic financial support so we could make better business decisions. We hire often on Upwork and Keri was a GEM to work with."

Private earnings

Keri J. has more jobs. Create an account to review them

Portfolio

The goal of these dashboards is to monitor profitability for the company overall as well as by various segments of the business.
Profitability Dashboards
Financial Health Metrics
Financial Health Metrics
Want to see more? Create Account
Keri J.

Keri J.

WeavervilleNC
Job Success
Top Rated Plus
135
Total Jobs
3,755
Total Hours

View profile

Accounting Consultant | CPA | Tableau Data Visualization

Specializes in
My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
Rating is 5 out of 5.
5.00 Sep 13, 2022 - Jan 23, 2023

"Kerrie was proactive, clear & timely in her work and communications."

Private earnings
Rating is 5 out of 5.
5.00 Jun 15, 2022 - Oct 26, 2022

"Keri is awesome! Highly competent, follows all of the best practices, detail oriented, and never had to clean up her work. She's a true professional and will get the job done. I will be hiring her again for my next project. Thanks Keri!"

Private earnings
Rating is 5 out of 5.
5.00 Jul 21, 2022 - Sep 27, 2022
Private earnings
Rating is 5 out of 5.
5.00 Jul 28, 2022 - Aug 17, 2022

"Of all the folks in the accounting space I've worked with, Keri is by far one of the best communicators. Not only is she knowledgeable in her craft, but she is also responsive and well-organized. I will definitely be seeking her help on future projects."

Private earnings
Rating is 5 out of 5.
5.00 Nov 11, 2021 - Dec 10, 2021

"Keri was phenomenal to work with. Responsive, flexible, and proactive. Furthermore, she had the skills needed to get the job done successfully. I would highly recommend her for other engagements."

Private earnings
Mar 30, 2021 - Jun 22, 2021

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Sep 10, 2020 - Feb 16, 2021

"Keri was instrumental in helping our small startup business get our finances in order. She reviewed our books, developed close-out procedures and served as a liaison to our accountant and bookkeeper. We now have the financial data in place to forecast each quarter, and make educated business decisions. Great communicator and easy to work with."

Private earnings
Rating is 5 out of 5.
5.00 Dec 31, 2020 - Jan 31, 2021
Private earnings
Rating is 5 out of 5.
5.00 Dec 8, 2020 - Dec 11, 2020

"Keri was amazing, extremely knowledgeable, professional and highly skilled in Tableau. Jumped right on the project and met the deadline, excellent communication. Lucky to have worked with her, looking forward to working we her on my next project."

Private earnings
Rating is 5 out of 5.
5.00 Sep 6, 2019 - Oct 20, 2020

"5/5 stars for Keri. If you are in need of CFO_level expertise, Keri should be your new hire. Keri was knowledgeable and jumped right into our business to help us upgrade our accounting processes; audit our bookkeepers work; provide strategic financial support so we could make better business decisions. We hire often on Upwork and Keri was a GEM to work with."

Private earnings

Keri J. has more jobs. Create an account to review them

Portfolio

The goal of these dashboards is to monitor profitability for the company overall as well as by various segments of the business.
Profitability Dashboards
Financial Health Metrics
Financial Health Metrics
Want to see more? Create Account
Less than 30 hrs/week

< 24 hrs response time