I’ve underwritten 5,000+ properties and supported $1B+ in managed funds as an analyst for a U.S. private equity firm. If you need financial models, deal underwriting, or reporting you can actually make decisions from — that’s what I do every day.
I work with founders, investors, and finance teams who are drowning in spreadsheets and need someone who can turn messy numbers into clear, defensible analysis. My background spans real estate PE, corporate finance, and FP&A: capital fundraising, financial modeling and forecasting, due diligence, investment memos, and pitch decks.
What I can do for you:
• Financial modeling & forecasting (pro formas, scenarios, valuations)
• Deal & acquisition underwriting
• FP&A — budgeting, variance analysis, reporting
• Bookkeeping & bank reconciliation (QBO)
• Excel/Sheets cleanup, automation & dashboards
Industries: multifamily & self-storage real estate, oil & gas, renewable energy, utilities, technology, education
Tools: Excel, Google Sheets, QuickBooks Online, Yardi, Prorize, Stortrack, SiteLink/StorEdge
I’m available for ongoing part-time or project-based work and can overlap your business hours. Send me your model, your books, or your problem.
Corporate Finance
Financial Analysis
Valuation
Investment Banking
Financial Modeling
Microsoft Excel
Microsoft PowerPoint
Discounted Cash Flow
Data Visualization
Data Analysis
Equity Valuation
Private Equity
Capital Markets
Venture Capital
Kayce C.
Lipa City, Philippines
$5/hr
4.7
1 jobs
Hi, I'm Kayce Claur (KC) – Your Finance & Data Analytics Virtual Partner.
I’m a results-driven Finance Professional and Virtual Assistant with 11+ years of experience supporting global clients—including Microsoft—across finance operations, client financial management, data analytics, and automation.
With a Bachelor’s in Accounting Management and an MBA, I bring advanced expertise in financial reporting, budgeting and forecasting, reconciliations, cash applications, and ERP systems (SAP, Oracle, Power BI, PowerApps). I specialize in transforming complex financial data into actionable insights and executive-ready presentations.
🔹 Managed full-cycle finance processes
🔹 Led financial reviews with senior stakeholders
🔹 Drove process automation with IT teams (Certified Power Automate Developer)
🔹 Conducted multi-entity reporting, profitability analysis, and pricing strategy
🔹 Trained and managed a 10+ member team as a Junior Team Lead
🔹 Delivered data-driven storytelling and reporting for CFO-level audiences
I also bring hands-on Virtual Assistant experience via Upwork, supporting a UK-based entrepreneur with inbox management, cost tracking, research, and business admin tasks. My approach is proactive, detail-oriented, and solution-focused—whether it’s ensuring financial accuracy, managing schedules, or optimizing business systems.
What sets me apart:
✅ Meticulous with numbers and processes
✅ Strong command of Excel, Google Sheets, and dashboard tools
✅ Excellent communicator with fast turnaround and high reliability
✅ Adaptable to new tools and business models
If you’re looking for a finance-savvy VA or accounting support professional who can deliver clarity, structure, and insight—I’d love to support your business.
Let’s collaborate to simplify your numbers, clean up your processes, and drive smart decisions.
Corporate Finance
Microsoft Excel
Microsoft Power BI
Financial Report
Accounting Basics
Business Presentation
Report Writing
SAP ERP
Microsoft Office
SAP
Report
Financial Reporting
Notion
WordPress
QuickBooks Online
Maria Nona Wilma R.
Bacolod City, Philippines
$20/hr
5.0
21 jobs
I bring over 17 years of experience across banking, mortgage lending, legal support, and real estate marketing.
I have worked as a Merchant Cash Advance (MCA) Processor, Mortgage Loan Officer, Loan Processor, Underwriter, Closing Manager, and Paralegal, supporting loan files from application through closing while ensuring compliance, accuracy, and a smooth client experience. I also have hands-on experience with Australian mortgage law, having worked with Bransgroves Lawyers, where I managed loan files, drafted legal documents, conducted title and company searches, handled PEXA workspaces, and liaised with brokers and lenders.
Key strengths include:
End-to-end loan processing and underwriting
Legal file management and document drafting
Client communication and follow-ups
Compliance, credit evaluation, and serviceability checks
Microsoft Office & Adobe Acrobat (advanced PDF handling)
CRM, ActionStep, and PEXA support
Real estate and mortgage marketing support
I’m detail-oriented, reliable, and responsive, and I’m best suited for long-term roles where trust, consistency, and quality work matter.
Corporate Finance
Zoho CRM
Communication Etiquette
Technical Support
Marketing Plugin
Underwriting
Customer Service
Customer Satisfaction
Time Management
Adobe Photoshop
Sales Development
Form Development
Chartered Financial Analyst
Business Analysis
Risdon Edward II Y.
Pampanga, Philippines
$13/hr
4.8
191 jobs
I have an excellent track record and more than 15 years of extensive experience ready to help your company in unlocking your potential and excel in the following areas:
A. CPA & Bookkeeper Functions:
1. Independent full-time Accountant/Bookkeeper for US, Canada, UK & Australian-based small and medium companies. (Quickbooks, XERO, Zoho, MYOB)
2. Corporate Finance (CFO Level)
a) Financial Analysis and Reporting
b) Business analysis and planning
c) Budgeting and Financial forecasting & modeling
d) Financial Statements Audit/Review/Compilation
e) Other financial services
Intuit QuickBooks
Month-End Close Assistance
Payroll Accounting
Accounting
Bank Reconciliation
GAAP
Tax Accounting
Bookkeeping
Financial Analysis
Accounts Receivable Management
Management Consulting
Financial Management
Accounts Payable Management
Accounting Report
Business Valuation
Xero
Financial Prospectus Writing
Technical Analysis
Financial Modeling
Princess Ragie C.
Pasig City, Philippines
$8/hr
4.8
9 jobs
I specialize in helping businesses stay organized and data-informed through advanced financial modeling and high level executive assistance. I deliver accuracy and efficiency. Available for full-time remote work.
📌 Core Expertise
💰 Financial Operations: 5+ years of specialized experience in account reconciliation, accounts payable (AP), accounts receivable (AR), billing & invoicing, client statement of account (SOA) preparation, credit investigation (CLAF), debt control, credit policy compliance, corporate tax filing, and financial modeling. Proven track record of reducing bad debt and optimizing collection processes.
📊 Data Analysis & Visualization: Expert in Advanced Excel (VLOOKUP, pivot tables, complex formulas, dashboards) and Google Sheets. Skilled at transforming raw data into functional tracking tools and actionable business insights.
📅 Executive Administration & Support: Dedicated support for international clients; proficient in complex calendar scheduling, travel arrangements, high-volume inbox/email management, and general administrative assistance.
⚙️ Workflow Automation & Process Improvement: Leverage AI tools and productivity platforms to automate repetitive tasks, streamline workflows, and significantly boost team efficiency and productivity.
📈 Strategic Project & Business Management: Background in corporate finance; successfully transitioned to self-employed Virtual Assistant, managing multiple high-stakes remote projects simultaneously with strong organizational skills.
🏡 Real Estate Operations: Lead generation, targeted agent vetting, sales volume tracking, social media auditing, and platform management (Zillow, Realtor. com).
🛠️ Technical Expertise
💵 Finance & Data Tools: CargoWise One, QuickBooks Online, Advanced Excel, Google Sheets (formulas, dashboards, data visualization), financial modeling software.
💻 Project Management & CRM: ClickUp, Asana, Notion, CRM support.
🚀 Communication & Collaboration: Microsoft Teams, Slack, Outlook, Gmail, email management systems.
🎨 Productivity & Creative Software: Microsoft Office Suite (Word, PowerPoint), Google Workspace (Docs, Sheets, Slides, Calendar, Drive), Canva, Zapier , Claude ai , AI automation tools , digital file management systems.
Why Hire Me?
Think of me as an Accounts Analyst with a VA’s versatility. I move beyond data entry to provide the "why" behind your numbers. Whether I’m streamlining your quarterly filings or managing a complex project, my mission is to make your business run smoother and your life easier.
Looking for a reliable partner to handle your finance or admin needs? Let’s connect to discuss how I can support your business growth.
Accounts Receivable
Accounts Payable
Financial Analysis
Financial Reporting
Executive Support
Project Management
Process Improvement
Data Visualization
Google Workspace
Slack
Asana
Generative AI Prompt
Microsoft Excel
QuickBooks Online
Xero
Bank Reconciliation
Zapier
Administrative Support
Account Management
Email Management
Eljon O.
Quezon City, Philippines
$30/hr
5.0
68 jobs
I’m a certified Excel and Google Sheets expert with a Master’s degree in Finance and nearly a decade of experience building custom spreadsheet solutions that make businesses run smoother.
I specialize in designing tools that streamline operations and automate reporting — from scratch or by improving your existing files.
🔧 What I build regularly:
✅Inventory and order management systems
✅Data tracking and cleanup tools
✅Custom dashboards and reports
✅Budgeting, forecasting, and financial models
✅Automated workflows using formulas and/or code
✅Modular Spreadsheet architectures for scale
I’m currently ranked #15 worldwide in Excel esports, a competition that pushes the limits of speed, logic, and formula creativity — so if you need precision and performance, I’ve got you covered.
My background includes corporate roles at Aboitiz and Petron, where I handled high-stakes financial modeling and performance tracking across multiple business units.
Whether you're a startup, growing business, or an enterprise needing clean, scalable spreadsheet solutions — I deliver fast, reliable results tailored to your needs.
Let’s build something that works!
Corporate Finance
Finance
Google Sheets
Business Intelligence
Microsoft Excel
Data Analytics
Analytics
Spreadsheet Macros
Spreadsheet Skills
Financial Planning
Business Presentation
Investment Research
Business Development
Project Finance
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