Please check my reviews before you hire me. I have worked with 230+ clients on Upwork and have consistently earned 5-star feedback, which speaks louder than my words.
I am a Chartered Accountant (ACCA/FCCA UK, top grades) with over 15 years of experience in research, academic publications, content creation, course development, financial education, accounting, bookkeeping, financial reporting, business analysis, pitch deck development, Excel models, dashboard design and presentation design.
I have also been an academic achiever with gold medals, positions and scholarships during my studies. Currently, I am run my own consultancy business.
My areas of expertise include:
✅ Finance, Accounting and Business Content Creation
✅ Course Development and Educational Content Design
✅ Training Manuals, Study Notes, Case Studies and Assessments
✅ PowerPoint Presentation and Slide Design
✅ Excel Dashboards, Data Analysis and Reporting
✅ Financial Modelling and Spreadsheet Automation
✅ Document Formatting and Professional Report Design
✅ Research, Technical Writing and Business Documentation
Key strengths:
✅ ACCA/FCCA (UK)
✅ 15+ Years of Professional Experience
✅ MS Excel, SPSS, Word and PowerPoint Guru (Dashboard and Slides Designer)
✅ QuickBooks Certified ProAdvisor
✅ Proven Track Record with 100% Timely Submissions
Just drop me a message, and we can get started right away!
Best regards,
Murad
"Murad is the most outstanding freelancer I have ever had the pleasure to work with. Communication was always timely and eloquent. Every single out of many projects Murad worked on for me has always been delivered well ahead of the deadline. And most importantly, he only delivered top-notch quality work every single time. I do highly recommend working with Murad."
Microsoft Excel
Data Entry
Spreadsheet Software
Academic Editing
Microsoft PowerPoint
Google Sheets
Academic Writing
Content Writing
Dashboard
Financial Analysis
Accounting
Data Analysis
Google Charts
Dissertation
Thesis Writing
Business Plan
Microsoft Excel PowerPivot
Tutoring
Spreadsheet Skills
CPA
Shaun K.
Greely, Canada
$50/hr
5.0
571 jobs
I’m a hardworking, dedicated Excel and Google Sheets specialist with over 25 years of experience, including time at two leading financial institutions in the HR department where I built automated dashboards and reporting systems. These days, I run my own Excel/Google Sheets business, taking everything I learned in the corporate world and using it to help clients of all sizes.
I love automating tasks in Excel with advanced formulas, functions, and VBA, and I’m equally comfortable in Google Sheets. A lot of my projects involve turning messy data into clean dashboards, interactive tools, and easy-to-share reports that clients can rely on every day.
One thing that sets me apart is that I also use AI to complement my skills — it helps me work faster, brainstorm creative approaches, and catch things quicker. While I do not rely completely on AI to complete my work, it certainly has broadened my knowledge base and allows me to complete tasks quicker for clients and helps me with the more complex coding and automation with VBA automation and Google Sheets scripting.
Clear communication is huge for me, so I keep clients updated daily and make sure projects stay on track from start to finish. My goal is simple: deliver something that not only works but feels like it was built just for you.
Let’s connect and talk through what you need — I’d love to see if I’m the right fit for your project.
Microsoft Excel
Dashboard
Google Sheets
Graphic Design
Video Editing
Adobe Premiere Pro
Data Analysis
Cyberlink PowerDirector
Spreadsheet Software
Presentations
VLOOKUP
Abiodun O.
Calgary, Canada
$75/hr
5.0
45 jobs
✅ Are you looking for a⭐POWER BI DEVLOPER⭐MICROSOFT EXCEL VBA DEVELOPER ⭐DATA ANALYST ⭐ POWER APPS DEVELOPER ⭐ BUSINESS INTELLIGENCE ANALYST ⭐ INTERACTIVE DASHBOARD/REPORT BUILDER ⭐SPREADSHEET BUILDER? then look no further :).
I am a Power BI and Microsoft Excel Expert with over a decade of experience working as a Data/Business Intelligence Analyst. I currently work as a Data Visualization Advisor for a top Oil and Gas company in Canada.
Here are some of my specializations:
✅Create Dashboards with Excel and also using Power BI, Excel, and Tableau
✅Develop fully operational Power Apps
✅Working with Dataverse
✅ Work with Data Analysis Expressions (DAX) on Power BI
✅ Create complicated/nested Microsoft Excel Formulas or Functions
✅ Automate Microsoft Excel Tasks using VBA
✅ Log in to Microsoft Excel using Username and Password
✅ Create Simple to Complex Excel Formulas / Functions
✅ Small to Big Data Analysis (using Power Query, Power Pivot, Pivot Tables, etc.)
✅ Create Professional Dashboard reports (Charts, Graphs, Gauges, Thermometer Charts, etc.)
✅ Create a Dynamic Gantt Chart using Microsoft Excel (Small to Large project schedules)
✅ Create Pivot Tables / Pivot Charts
✅ What-if Analysis
✅ Model Development
✅ Variance Analysis
✅ Data Forecast
✅ Data Validation
✅ Mail Merge
✅ Data Manipulation
What you get (Value added services):
✅ Excellent output/results
✅ Impeccable customer service
✅ Follow up / Follow on services
Microsoft Excel
Spreadsheet Software
Macro Programming
Dashboard
Microsoft Project
Automation
Financial Analysis
Google Docs
Report
Microsoft Word
Sales Analytics
Google Sheets
Microsoft Power BI
Suzanne Kathleen N.
Parksville, Canada
$55/hr
5.0
10 jobs
Multifaceted Professional with a Passion for Impact
As a seasoned professional, I’ve worn many hats and thrived in various domains. Let’s delve into the highlights that define my journey:
1-Relationship Building & Management:
I excel at forging meaningful connections. Whether it’s with clients, colleagues, or community members, I prioritize authentic relationships.
My knack for understanding people’s needs and fostering trust has led to successful collaborations and long-lasting partnerships.
2-Product Development & User-Generated Content (UGC):
I’ve contributed significantly to product ideation and development. My ability to translate user feedback into actionable features has driven product success.
UGC? Count me in! I’ve harnessed user-generated content to enhance brand engagement and create vibrant online communities.
3-Product Reviews & Blog Writing:
My passion lies in sharing insights. I’ve penned and filmed detailed product reviews that guide consumers toward informed choices.
Blogging? Absolutely! I’ve crafted engaging content on topics ranging from senior fitness to travel adventures.
4-International Development & Social Impact:
My global perspective fuels my work. I’ve collaborated on international projects, promoting cultural exchange.
Social impact? It’s not just a buzzword—I’ve actively contributed to initiatives that empower underserved communities.
5-Social Media Content Creation:
Crafting compelling narratives is my forte. From witty tweets to captivating Instagram stories, I embrace the art of social media. I’ve devised campaigns that resonate with diverse audiences, driving brand visibility and engagement.
6-Senior Adult Fitness & Wellness:
Age is just a number! I’ve championed senior fitness, designing tailored exercise programs that enhance mobility and vitality.
Wellness isn’t limited to the young—I’ve empowered seniors to lead active, fulfilling lives.
7-Footwear Enthusiast & Skin Care Advocate:
Shoes? My guilty pleasure! I appreciate both style and comfort, curating a collection that spans sneakers to elegant heels.
Skin care? I’ve demystified the 10-step routine and believe in self-care that radiates from within.
8-Virtual Assistance & Efficiency Guru:
Need a virtual right hand? Look no further! I’ve streamlined processes, managed calendars, and ensured seamless operations.
Efficiency is my superpower.
In summary, I’m a dynamic professional who embraces challenges, celebrates diversity, and leaves a positive impact wherever I go. Let’s connect and explore new horizons together! 🌟✨
Relationship Management
Sports & Recreation
UGC
Product Review
Blog Writing
International Development
Social Media Content
Social Media Content Creation
Senior Adult
Physical Fitness
Shoes
Skin Care
Virtual Assistance
Hoang T.
Vancouver, Canada
$150/hr
4.9
144 jobs
Profit is a theory. Cash is a fact.
Most $5M-$20M business owners are making major decisions based on gut feel and bank balance anxiety. That is not a cash flow problem. That is an infrastructure problem. I build the infrastructure that fixes it.
I am a financial systems architect who also builds AI automation. I find the financial problem first, then engineer the system that solves it. While doing financial work for a home services company, I noticed their after-hours close rate had dropped from 40% to 25%. With a $6,500 average job, that was a measurable revenue leak. I built an AI voice agent that restored their close rate above 40% of human callers. It paid for itself within 2 to 3 bookings.
That is the lens I bring to every engagement: CFO-level diagnosis, then an automated fix.
WHO I WORK WITH
Service, construction, and home services companies in the $5M-$20M range. Too complex for basic bookkeeping. Not structured enough for predictable growth. Revenue is there. Visibility is not.
FINANCIAL ARCHITECTURE
13-Week Cash Flow Forecasting pulling live from QuickBooks Online
Scenario modeling for hiring, pricing, and expansion decisions
Unit economics and margin diagnostics by job, client, or service line
KPI reporting tied directly to bottom-line profitability
AI SYSTEMS & AUTOMATION
AI voice agents (Retell AI + Claude + Twilio) for after-hours lead capture and booking
Automated financial pipelines connecting QBO, CRM, and field service platforms
AI-powered overhead analysis integrated into your team's existing tools
Automated weekly reports from multiple sources — zero manual compilation
Stack: Retell AI, n8n, Zapier, Make, OpenAI, Claude, AppScript, Looker Studio, Power BI, QBO
CASE STUDY: Electrical Contractor ($14M Revenue)
QuickBooks was showing losses. Leadership was considering cuts. The problem was not profitability it was how job costs and revenue were being recognized across long-cycle projects. I built a custom reconciliation report that revealed the business was actually profitable. Then I deployed AI-powered overhead analysis and automated weekly reporting pulling from multiple data sources. A $14M company that thought it was failing discovered it was not.
CASE STUDY: Home Services - AI Voice Agent
After-hours leads were closing at 25% vs. the sales team's 40%. Average job size: $6,500. I built an AI voice agent on Retell AI integrated with the company's field service platform via Make. Close rate returned above 40%. Full ROI within 2 to 3 bookings. Zero additional headcount.
HOW WE START
Every engagement begins with a Financial Systems Diagnostic: a forensic review of your P&L, balance sheet, AR/AP aging, and cash position. You receive a written findings report and a 90-day roadmap with each initiative tied to a specific financial outcome. You know exactly what you are getting before committing to anything ongoing.
Ongoing retainers are project-anchored with direct phone and email access. You are not buying hours. You are buying defined outcomes.
BBA in Finance and Accounting. 5-10 years across home services, electrical contracting, construction, medical facilities, and startups.
I build systems. I do not write reports that sit in folders.
If your business is making real money but cash still feels tight and decisions are still based on what the bank balance says this morning, let's talk.
Microsoft Excel
Financial Analysis
Data Analysis
Financial Modeling
Dashboard
Google Sheets
Financial Accounting
Data Modeling
Visual Basic for Applications
Caitlin D.
Guelph, Canada
$25/hr
4.6
45 jobs
An administrative and data entry expert specializing in spreadsheet management and AI support. Proven success in roles like financial transcript editing, and customer service administration, focusing on high accuracy and efficiency. Experienced in automating spreadsheets, data entry, and online research across various sectors including finance, wellness, and real estate. Core skills in Microsoft Excel, Google Sheets, data validation, and transcription, leveraging these to enhance productivity and streamline processes for clients.
Microsoft Excel
Video Transcription
Audio Transcription
General Transcription
Online Research
Social Media Design
Google Sheets
Data Collection
Proofreading
Customer Support
Spreadsheet Skills
Administrative Support
Data Entry
Website Content
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