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Hire the best Excel Gurus in New York, NY

Check out Excel Gurus in New York, NY with the skills you need for your next job.
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Clients rate Excel Gurus
Rating is 4.8 out of 5.
4.8/5
based on 887 client reviews
  2. Excel Gurus
  3. United States
  4. (Current) New York, NY
  • $50 hourly

    • 4.9/5
    • (74 jobs)
    Hello, my name is Sojin. I have over 10 years of experience in interior design and architecture from high rise mixed-use complex to small home renovation. I have extensive knowledge in preparing drawings and creating all types of designs and 3D photo-realistic renderings. I know how to review & develop designs and determine what the best option is for different projects. I have the skills needed to maintain a good relationship with clients and colleagues with a reputation for getting the job done with satisfactory results. I have the ability to meet tight deadlines and I always provide quality work. In addition, all of my designs meet the architectural codes and standards. please feel free to contact me if you have any questions or need clarification on my experience and expertise. I am always available and I hope to be hearing from you soon. sincerely, Sojin
    Featured Skill Excel
    Rhinoceros 3D
    CAD
    BlueBream
    Microsoft Excel
    V-Ray
    Adobe InDesign
    Adobe Photoshop
    Autodesk AutoCAD
  • $100 hourly

    • 5.0/5
    • (22 jobs)
    Is your team stuck in manual processes and unable to unlock the full potential of your company’s data? 📈 If you want to make better decisions to understand your customers, you need to adopt systems that capture data automatically. Now is the time to invest! I’m an NY-based analytics manager and agency owner with 7+ years of experience. With extensive experience delivering custom build data pipelines for Logistics and Manufacturing B2B SaaS companies, I'm able to cut through operationally complex businesses and deliver simple, transparent solutions. --- By choosing to work with me, you can expect to: - Automate away manual data collection processes - Understand the end-to-end customer journey - Unlock new channels and stop leakages in your marketing funnel to capture valuable leads - Identify which features/services delight your customers - Test new ideas to determine whether they should be implemented - Leverage statistics and machine learning to start looking beyond the present and into the future - And more! --- Want to work with me? Here's my simple onboarding process: 1. 💬 CONTACT ME – Drop me an inquiry with a general overview of your data process needs. 2. 📆 BOOK A CALL – I’ll be in touch to set up a free consultation. 3. 💪 LET’S GET TO WORK – We align on contract and payment terms, then I jump right in ASAP.
    Featured Skill Excel
    Microsoft Power BI
    Tableau
    Workday
    QlikView
    Microsoft Excel
    Data Visualization
    Product Analytics
    Data Engineering
    Data Management
    Survey Design
    Quantitative Analysis
    Amplitude
    SQL
    Python
    Google Analytics
  • $125 hourly

    • 5.0/5
    • (31 jobs)
    Primarily helping SaaS and eCommerce small businesses, I have over six years of experience in highly complex sales tax projects and six years of experience in accounting services. Services include, but are not limited to: Consulting: Nexus Analysis-let's figure out where you need to register for sales tax based on physical or economic nexus. Tax research-is my product or service taxable? Hiring a remote out-of-state employee: how does this effect my sales tax? Software Integration: Custom sales tax software recommendation based on your business needs Implementation and integration of sales tax software Shopify sales tax setup Stripe sales tax set up QuickBooks sales tax set up Compliance: Sales tax return filings New business registration Historical filing, amendments, and clean up Notice management Reseller certificate management Monthly reconciliations I consider myself a "sales tax nerd" and am currently pursing the requirements for a CMI (Certified Member of the Institute) certification, the highest designation for sales tax accountants. I have an MBA/Finance from Columbia Southern University. I have worked with over 100 small business owners in the past three years, assisting with sales tax needs and ensuring my clients are sales tax compliant. I am building a sales tax consulting firm from the ground up and welcome accounting firms to reach out to me for partnership opportunities.
    Featured Skill Excel
    Tax Law
    Tax Law Compliance
    Value-Added Tax
    Indirect Tax
    Tax Preparation Software
    Sales Tax
    SaaS
    Tax Return
    Tax Preparation
    Intuit QuickBooks
    Microsoft Excel
  • $55 hourly

    • 5.0/5
    • (4 jobs)
    Hi I'm Neil. After a career as an industry data scientist, I've decided to launch my own practice starting as an Excel and MS Office developer. A little about me: • Microsoft-Certified Excel Expert -- and versed in Excel, Word, PowerPoint, and Access generally, having practiced keyboard shortcuts over the course of three decades for nearly all program operations (these are how you get things done!). For Excel, this includes data consolidation, analysis, visualization, tool building, modeling. • For automation projects, I bring 20 years' experience with VBA, 35 with overall BASIC -- VBA's parent language. (As kids we were lucky to have an early PC, and we used BASIC to program games!) • If you'll need business acumen, I bring 15 years' experience serving Fortune 500 customers -- and with an MBA, I'll speak your language, be it accounting, finance, strategy, marketing, entrepreneurship. • Consistent 90-100 word per minute touch typing. No matter how much we automate, I find it always helps to be ready to type -- whether to write code (quickly), wrangle data, or draft documentation. • Substantial additional engineering experience -- with Linux / Bash, PostgreSQL / SQL / RDBMS, AWS EC2, Python, R, JavaScript, d3.js, HTML, and others -- applicable as needed. • My fun fact: I love all music genres 🙂 -- I played drums in a band for many years! Thanks for your interest. I'm excited to learn about your project.
    Featured Skill Excel
    Microsoft Access Programming
    Microsoft Access
    Data Engineering
    Data Cleaning
    Data Analytics & Visualization Software
    Visual Basic
    Spreadsheet Macros
    Macros
    Macro Programming
    Excel Formula
    Excel Macros
    Visual Basic for Applications
    Data Analytics
    Data Analysis
    Microsoft Excel
  • $39 hourly

    • 5.0/5
    • (31 jobs)
    I explain things. Almost all the services I offer come down to this. Much of my day-to-day work is 1- hour coaching sessions for doctors and business people. I help with CVs and resumes; I do a lot of interview practice. You really need to try me if this is what you need. I have unique methods you won't find anywhere else. If you are making a presentation, I can help you. I have a wide range of experience. I've been a medical and psychiatric nurse for 30 years, taught in a college for over five years, and I've been coaching medical and business professionals for about 5 years now. For writing, editing, and discussion, as well as presentations, I'm versed in medicine, nursing, law, advanced English, and even topics like construction and real estate. I specialize in helping people whose first language is not English, but I'm open to working with anyone. I'm an American, right now in Bangkok, Thailand, but relocating to New York City in a few months. I'm more than willing to the flexible in working the hours you need for any time zone. Besides the above services, I am open to acting as a call center, particularly for the fields of substance abuse treatment and immigration law. I have a direct US Eastern Time phone (New York City Number), and I am able to call almost any location worldwide. I have years of experience in mental health and substance abuse (psychiatric hospital emergency/intake, and administration) and feel I can do better than most providers in this area. I have some knowledge of immigration law, and recently, a friend tried to call US firms and did not get her calls and messages returned, so I see a need in this area. Examples of my work include the following: • Helping revise PowerPoints and practicing presentations. • Editing documents such as journal articles, business reports, middle school, high school, and university essays and research papers, and I even have clients who have me edit their e-mail messages. I've edited articles for medical, business, and scientific journals in such fields as healthcare, as well as business, oil production, and finance. • Mock interviews for doctors, nurses, business professionals, top-tier MBA program candidates, and prospective students for selective universities and private high schools. • Helping candidates with the Occupational English test (OET). This is a test for medical professionals similar to the IELTS or TOEFL. There are listening, reading, speaking, and writing sections, and I have extensive experience and a good track record with my clients passing this exam. • If you speak at least intermediate English but don't often get to use your English, I offer weekly one-hour conversation sessions; the price is reasonable. I have several such clients at any given time, including people from IT, business, medicine, and nursing. • Cultural and travel consultations: I'm an American currently in Asia, and I have visited all 50 United States and about 60 other countries. Particularly for people who are relocating to the United States, I can discuss almost any location, what to expect, and how to arrange things like driving licenses, cars, apartments, and other everyday chores. I can also help you practice job interviews so that you're prepared to answer the question, “Do you think you would like to live in our location?” • Video editing: I have intermediate skills in Final Cut Pro, and I also own the related programs Motion and Compressor, as well as Recut for taking speaking gaps out. I'm willing to help with this on a very reasonable cost basis, to help with your lower-budget or charitable project and develop my skills and reputation.
    Featured Skill Excel
    Article
    Microsoft Word
    Resume Writing
    ADK
    Microsoft PowerPoint
    Writing
    Cover Letter Writing
    Microsoft Excel
  • $18 hourly

    • 5.0/5
    • (9 jobs)
    Being a dynamic professional with a proven track record in administrative support, sales, customer success, operations & strategy - I have gained valuable experience working within the SaaS world. With a passion for driving business growth and delivering exceptional customer experiences, I thrive in fast-paced environments where strategic thinking and effective execution are paramount. My expertise lies in optimizing operational processes, identifying revenue opportunities, crafting and implementing sales strategies, and ensuring customer satisfaction at every touchpoint. With a keen eye for detail and a strategic mindset, I am committed to driving results and exceeding expectations. Let's connect and explore how we can collaborate to achieve success together!
    Featured Skill Excel
    Sales
    Executive Support
    Email Communication
    Scheduling
    Virtual Assistance
    Travel Planning
    Calendar Management
    Data Entry
    Administrative Support
    Asana
    Google Sheets
    Microsoft Excel
    HubSpot
    Salesforce CRM
    Customer Service
  • $45 hourly

    • 4.1/5
    • (18 jobs)
    🚀 The #1 Ecommerce Bookkeeper | Scale Smarter, Automate, and Dominate the Competitive Landscape If you sell on Shopify or Amazon, you don’t just need a bookkeeper—you need a financial growth leader who understands ecommerce accounting, platform integrations, and scalable financial systems inside and out. 💰 Struggling with outdated bookkeeping, inaccurate reports, or tax compliance headaches? I don’t just “do bookkeeping”—I deliver end-to-end financial solutions built for ecommerce success. By leveraging QuickBooks Online (QBO) and Xero, I ensure your books are clean, up to date, and optimized for profitability, tax savings, and real-time decision-making. With 18 years of experience, a QuickBooks Advanced Certification, and a spot in the top 1% of bookkeepers, I help Shopify and Amazon sellers streamline operations, automate workflows, and build financial systems that scale. How I Solve Your Biggest Ecommerce Accounting Challenges: ✅ QBO & Xero Clean-Up & Catch-Up – Behind on your books? I specialize in resolving financial messes fast, ensuring your profit & loss, cash flow, and balance sheet are 100% accurate and tax-ready. ✅ Maximized Profitability – I track cost of goods sold (COGS), optimize pricing strategies, and analyze financial data to increase margins and long-term growth. ✅ Real-Time Cash Flow Insights – No more guessing. I provide real-time, automated financial reporting so you can make data-driven decisions with confidence. ✅ Sales Tax Nexus Compliance – Selling in multiple states? I manage nexus tracking, automate filings, and integrate tax software so you stay compliant effortlessly. ✅ Seamless Shopify & Amazon Accounting – I integrate ecommerce sales, payment processors, and inventory management systems directly into QBO and Xero for a streamlined, automated process. ✅ Custom Dashboards & Automation – I build interactive financial dashboards using Microsoft Power BI, Power Query, and Excel, providing instant visibility into your financial health. 🚨 The Complexities I Solve That Bookkeepers Can’t: 🚫 Revenue Recognition & Platform-Specific Accounting Errors – Shopify and Amazon don’t report sales the same way. I correct miscategorized revenue, ensure merchant fees are properly expensed, and adjust deposits to reflect true earnings. 🚫 High-Volume Transaction Management – Traditional bookkeepers can’t handle thousands of daily transactions, but I automate data flows for large-scale sellers, ensuring books stay accurate in real-time. 🚫 Inventory Across Multiple Warehouses & 3PLs – If you store inventory in Amazon FBA, a 3PL, and your own warehouse, tracking costs and stock movements becomes a nightmare. I implement automated tracking solutions to maintain accurate inventory and COGS. 🚫 Accrual vs. Cash Basis Accounting for Ecommerce – Many bookkeepers don’t understand the difference or how it affects growth-stage businesses. I help you transition between accounting methods to optimize tax strategy and cash flow planning. 🚫 Landed Cost Calculations & Profitability Optimization – If you import goods, your costs don’t stop at the purchase price. I track freight, duties, and fulfillment expenses so you know your real profit margins. 🚫 Sales Tax Nexus & Multi-State Compliance – Selling in multiple states? Most bookkeepers don’t track economic nexus thresholds, leaving you exposed to audits. I ensure full compliance with automated tracking, filings, and reporting. 🚫 Reconciling Amazon Settlement Reports (Not Just Payouts!) – Amazon payouts don’t equal actual sales. I decode Amazon reports to 🔥 Why Growth-Focused Ecommerce Brands Choose Me: 🏆 Elite-Level Training & Certifications – I’ve completed some of the most advanced expert skills training and testing that you won’t find on this platform. You’re getting a high-level accountant at a bookkeeper’s price. ⚡ Automation & Troubleshooting Expert – I eliminate manual work, integrate cutting-edge accounting tools, and optimize workflows to save you time and money. 🤝 Certified Ecommerce Partner – As a Shopify, Amazon, and A2X partner, I ensure seamless accounting integrations and tax-compliant reporting. 📊 Inventory & COGS Specialist – I manage complex inventory systems, accurately track COGS, and prevent financial discrepancies that could hurt your bottom line. 💡 Microsoft & Financial Intelligence Pro – I leverage Excel, Power Query, and automation tools to enhance accuracy and provide real-time financial reporting. 🔎 Sales Tax Nexus & Tax Software Expert – I ensure multi-state compliance, handle automated sales tax filings, and optimize tax strategies to prevent overpayments and penalties. 🚀 Disrupting Outdated Accounting & Innovating the Future of Ecommerce Finance Traditional bookkeeping doesn’t work for ecommerce. I bring a modern, tech-driven approach that streamlines, automates, and gives you total financial control. 📩 DM me now – Let’s get your books clean, scalable, and optimized for high-growth success! 🚀
    Featured Skill Excel
    Accounting Report Creation
    Ecommerce
    Xero
    GAAP
    Accounting Basics
    Accounting Principles & Practices
    Accounting Tools Setup
    Chart of Accounts
    Data Entry
    QuickBooks Online
    Accounting Advisory
    Accounting
    Microsoft Excel
    Bank Reconciliation
    Bookkeeping
  • $25 hourly

    • 5.0/5
    • (5 jobs)
    I'm an independent researcher and analyst that has recently branched out to AI prompt engineering and evaluation. I have extensive research and analysis skills, bolstered by my years in regulatory compliance and my academic dissertation. I have contracted before in jobs involving editing, know-your customer research, and fact-checking.
    Featured Skill Excel
    AI Fact-Checking
    Administrative Support
    Microsoft Excel
    Topic Research
    Research Papers
    Content Writing
    Professional Tone
    Proofreading
    Academic Editing
  • $50 hourly

    • 5.0/5
    • (4 jobs)
    Driven Accounting Manager willing and able to go above and beyond to meet individual and team goals. Skilled in leadership and team development, illustrated over 11 years of accounting and management experience. Technical skills include : Quickbooks Pro and Online, Shopify, Amazon seller-central, Etsy, Ebay, Gusto, Microsoft Excel, G-Suite,
    Featured Skill Excel
    Cash Flow Statement
    Accounts Receivable Management
    Bookkeeping
    Google Sheets
    Shopify
    Accounts Receivable
    Accounts Payable
    Microsoft Excel
    Balance Sheet
    Month-End Close Assistance
    Intuit QuickBooks
  • $80 hourly

    • 4.9/5
    • (50 jobs)
    Start up consultant and finance professional with over 10 years experience working in various sectors including beauty, retail and tech. Skills include: • Business Plans • Financial Modeling and Forecasts • Pitch Decks and PowerPoint Presentations • Startup Consulting • Project Management • Accounting Bachelors degree in Accounting and Economics and Certified Chartered Accountant.
    Featured Skill Excel
    Business Plan
    Microsoft PowerPoint
    Business Consulting
    Corporate Finance
    Financial Modeling
    Business Writing
    Management Consulting
    Startup Consulting
    Microsoft Excel
  • $90 hourly

    • 5.0/5
    • (5 jobs)
    While I am new to Upwork, I am a seasoned product manager / strategic product marketer with a passion for data analytics and solving problems creatively plus more than 6 years of experience. I am the founder of a custom, luxury wedding invitations and stationery business. My strengths are in graphic design, business presentation narrative creation and design (PowerPoint), digital / print content and collateral design (PowerPoint, Canva, Adobe, etc), website build and design, and Excel analysis. I have experience creating BOD presentations, business flyers/ads, Sales training materials, and more. I am also highly skilled in Microsoft Excel (VBA code, standard Excel functions, Pivot tables and charts, etc). I love taking raw data and turning it into easy to understand visuals. In 2015 I received my degree from Ohio State University (Columbus) in Economics.
    Featured Skill Excel
    Microsoft Excel
    Microsoft Word
    Google Docs
    Graphic Design
    Microsoft Outlook
    Microsoft PowerPoint
    Presentation Design
  • $200 hourly

    • 5.0/5
    • (19 jobs)
    Hire a search engine marketing ( SEM, PPC ) specialist with 9+ years of experience with proven results and a growth mindset. What I Specialize in: ✅ Google Ads ✅ Microsoft Ads ✅ Google Analytics (GA4) ✅ Google Tag Manager ✅ Account Strategy ✅ Conversion Rate Optimization ✅ Data-Driven Mindset ✅ Tracking ✅ Lead to Sale Funnel ✅ Attribution ✅ Search, Display, Video, Performance Max, etc. ✅ Audiences Check out a recent review: ⭐⭐⭐⭐⭐ ""Best use of a one-hour consultation ever. Jenna is knowledgeable, thorough, and otherwise excellent to work with. In just a few minutes, she gave me a clear picture of what to expect when starting a SEM journey: the do's, the don'ts, and the maybes. Highly recommend for anyone that wants a true expert."" __ I’ve worked with many high profile clients, as well as local businesses in various industries to create custom strategies to grow or launch their paid search program. My wide range of experience makes me a top choice to consult with. I have worked on large finance, healthcare, ecommerce, government and B2B Saas search engine marketing accounts. After going in-house, I built a paid search program from the ground up, helping the acquisition team exceed paid new customer goals by 171%. I've helped a San Francisco based startup secure their first seed round, as well as running a search engine marketing agency of my own called DDM Generation. What to Expect: *Excellent & Quick Communication *Highly Specialized in Search Marketing *Data-Driven Mindset *Goal Oriented *Questions & Deliverables on Zoom Call I am passionate about helping others grow and achieve their goals. I look forward to the opportunity to share my knowledge with you.
    Featured Skill Excel
    Data Analytics
    Data Analysis
    Analytics
    Microsoft Excel
    PPC Campaign Setup & Management
    Search Engine Marketing
    Campaign Reporting
    Ad Copy
    Search Engine Marketing Strategy
    Google Ads
    Google Analytics
    A/B Testing
  • $70 hourly

    • 5.0/5
    • (3 jobs)
    I am a computer science graduate with a master's degree in Computer Information System/Health Informatics. My main skills include ETL processing, database design (MYSQL, Oracle), shell scripting (Unix and Windows) and creating reports using Excel/Power Query. I have been through different roles as an analyst/database programmer, database administrator, and a technical lead, which help shaped my technical and personal skills critical to delivering successful projects.
    Featured Skill Excel
    Database
    MySQL Programming
    Microsoft Excel
    PHP
    Perl
    Bash Programming
    Python
    SQL
    MySQL
    Oracle Database
  • $75 hourly

    • 5.0/5
    • (8 jobs)
    Hi, I’m Gavriel, a New York-based tech professional with over 8 years of experience in cybersecurity, market research, and revenue strategy. I specialize in leveraging data-driven insights to optimize sales processes, manage programs, and deliver impactful results. My expertise includes: Data Analysis & Visualization: Proficient in Python (pandas, regex, selenium, sklearn, and more) and Tableau, I turn complex datasets into actionable business strategies. Cybersecurity Market Expertise: Extensive experience supporting large B2B cybersecurity vendors with pipeline strategy, CISO/CIO campaigns, and demand generation for emerging cloud-delivered technologies CRM Optimization: Skilled in tools like Salesforce, HubSpot, and Exceed to streamline workflows, automate processes, and deliver measurable sales growth. Revenue Growth Strategy: Successfully drove 8% YoY revenue growth by executing just-in-time field sales campaigns and optimizing lead-to-opportunity processes. Machine Learning: Developed ML pipelines to scrape, classify, and analyze job data, providing actionable insights to over 60 clients. Career Highlights: - Managed pre-sales training, operations and enablement for teams of 700+ colleagues. - Designed and implemented account assignment models supporting $100M+ SaaS business plans. - Delivered actionable market insights for Fortune 1000 companies, influencing cybersecurity strategies. Whether you need help with sales program management, data analysis, or crafting a winning go-to-market strategy, I can deliver results that exceed expectations. Let’s connect and make your project a success!
    Featured Skill Excel
    SQL
    Google Analytics
    Statistical Analysis
    Econometrics
    Consumer Segmentation
    Market Research
    Microsoft Excel
    Survey Design
    Qualtrics
    SurveyMonkey
  • $100 hourly

    • 5.0/5
    • (6 jobs)
    As an experienced Full Stack Developer with over 10 years of experience at Dell Technologies and Epsilon, I specialize in creating robust, scalable, and efficient web applications. I am proficient in a wide range of tools and technologies that enable me to deliver exceptional results for my clients. My background includes working on projects related to front-end and back-end development, database management, API integration, cloud services, and DevOps. I have a strong understanding of software development life cycle (SDLC) and am dedicated to helping organizations build and maintain high-quality web applications. Services I provide: Front-End Development Back-End Development Database Management API Integration Cloud Services DevOps Web Application Deployment Skills: Front-End Development (HTML, CSS, JavaScript, React, Angular, Vue.js) Back-End Development (Node.js, Django, Flask, Ruby on Rails) Database Management (SQL, MongoDB, PostgreSQL) API Integration (REST, GraphQL) Cloud Services (AWS, Azure, Google Cloud) DevOps (Docker, Kubernetes, Jenkins) Version Control (Git, GitHub, GitLab) CI/CD Pipelines Web Application Deployment Technologies: HTML CSS JavaScript React Angular Vue.js Node.js Django Flask Ruby on Rails SQL MongoDB PostgreSQL REST GraphQL AWS Azure Google Cloud Docker Kubernetes Jenkins Git GitHub GitLab
    Featured Skill Excel
    Statistics
    Web Scraping
    Spyder
    Jupyter Notebook
    Microsoft Power BI Data Visualization
    Microsoft Excel
    NumPy
    Python
    pandas
    Tableau
    Seaborn
    Matplotlib
  • $85 hourly

    • 5.0/5
    • (35 jobs)
    Professional, detail-oriented, and results focused research scholar and data analyst with 15+ years of experience interpreting, analyzing and visualizing data for both enterprise environment and academic setting. Facility working with variety of quantitative and qualitative packages.
    Featured Skill Excel
    Translation
    NVivo
    Online Market Research
    Academic Research
    Proofreading
    Political Science
    Microsoft Excel
    Data Collection
    Data Visualization
    Stata
    Focus Groups
    Qualitative Research
    Microsoft Power BI
    R
    IBM SPSS
    Data Analysis
    Market Research Interview
    Quantitative Research
  • $44 hourly

    • 5.0/5
    • (13 jobs)
    As a freelancer with a background in art, design, and theatre, I approach my work not only with a dedication to accuracy, clarity, and detail, but also with an understanding of aesthetics to provide a complete package that accurately represents the client technically and stylistically. Drafting & Rendering: -Lighting packages for theatrical, environmental, and architectural lighting designers. -Scenic packages for theatrical, environmental, event, and interior design. -Venue drawings, cleaning/organizing existing CAD files or creating new drawings of a venue or space. Graphic Design: Projects have included creating and editing resumes, business cards, various print media for weddings, and a 290 page cook book! Software proficiencies: Vectorworks, AutoCAD, DIALux Evo, Adobe Photoshop, Lightwright, Microsoft Suite Related proficiencies: Hand drafting, fine art in digital and physical media, budget tracking, theatrical & temporary construction techniques, art history
    Featured Skill Excel
    3D Drawing
    DIALux evo
    2D Drafting
    Lighting Design
    Organizer
    Microsoft Excel
    Hand-Drawn Perspective Rendering
    VectorWorks
    Autodesk AutoCAD
    Graphic Design
    Interior Design
    Theatre Design
    Adobe Photoshop
  • $60 hourly

    • 4.9/5
    • (21 jobs)
    About Me: With a Bachelor’s Degree in Accounting and over five years of experience in a CPA firm, I specialize in helping business owners optimize their financial operations through expert tax preparation, financial planning, and customized accounting solutions. I’ve worked directly with tax professionals and executives, gaining a deep understanding of the challenges small to mid-sized businesses face. In addition to traditional accounting and tax services, I have a strong passion for streamlining financial processes through Excel VBA automation, specifically designed to enhance financial planning & analysis (FP&A) workflows. From developing custom macros for budgeting, forecasting, and financial modeling, to automating data reconciliation and profitability analysis, I can help businesses improve efficiency, reduce manual errors, and make faster, data-driven decisions. I enjoy working with business owners who, like myself, prioritize quality and understand that precision and efficiency in financial management directly impact the bottom line. Whether you're looking to optimize your tax strategy, build long-term financial projections, or automate your financial processes to save time and resources, I’m the right person to help you achieve those goals. Services I Offer: Tax Preparation & Accounting Service 1040 Preparation | 1065 Preparation | 990 Preparation | 1120 Preparation | Bookkeeping | Bank Reconciliation | Adjusting Entries | Financial Statement Preparation | Tax Strategies & Research Excel VBA Automation Edit Existing Macros | Build New Macros From Scratch | Pre- Written Macros for Common Queries | Data Analysis | Data Profiling | SQL Administration Financial Planning & Analysis Budgeting & Forecasting | Financial Modeling | Profitability Analysis & Cost Management | Scenario & Sensitivity Analysis | Financial Statement Analysis | Variance Analysis & Reporting | M&A Financial Support | Capital Allocation & Investment Analysis | Debt & Equity Financing Analysis | Business Valuation & Exit Strategy Planning | Strategic Financial Planning & Long-Term Projections What Clients Are Saying: "Rachel was great! She picked up the tasks quickly, including the use of proprietary software, and completed the work with high quality. She was able to identify issues as they arose and provided actionable solutions. We'll definitely work with her again!" — Corvee Tax Planning Software Let’s Connect! Tell me a little about your company and the challenges you’re facing, and we’ll see if we’re a good fit to work together. If it looks like we’re aligned, we can schedule a call to dive deeper into your needs and how I can help you grow.
    Featured Skill Excel
    Accounting Software
    Microsoft Excel
    Visual Basic for Applications
    Financial Statement
    Bookkeeping
    Spreadsheet Macros
    Macro Programming
    Data Profiling
    Automation
    Financial Accounting
    Data Analytics
    Visual Basic
    Tax Preparation
    Tax Return
  • $80 hourly

    • 5.0/5
    • (2 jobs)
    I am a brand marketing specialist with experience in social media copywriting, website/blog writing and editing, social media community management, influencer development and management, Tiktok creation and management, brand development, competitive research and creative concepting. I have 4+ years of professional experience at creative agencies and in house. I am an expert on the google platform, microsoft office suite, canva, social media & social media copywriting. I am a great communicator and can work well with specific direction to help bring your brand to life.
    Featured Skill Excel
    Adobe Photoshop
    Twitter/X
    Blog Development
    TikTok
    Notion
    Business Presentation
    Microsoft Excel
    Instagram Story
    Microsoft Word
    PPTX
    Presentation Design
    Copy Editing
    Instagram
    Blog Writing
    Copywriting
  • $75 hourly

    • 5.0/5
    • (1 job)
    As a fractional CFO/Accountant with over 15+ years of experience, I specialize in helping small to medium size companies achieve their financial business goals. Let's solve your most challenging accounting and financial problems by providing better insights into your business financial habits and strategic financial plans to help grow your business. I provide fractional CFO and accounting services to business owners that want: ✅ Peace of mind knowing their books are accurate ✅ Clarity on their bottom line numbers ✅ Strategies for maintaining cash on hand If you're looking for help with staying on top of day-to-day accounting activities and knowing that your books are accurate and current, I am here to help. Send me a message for a free consultation to get started. Then, let's take your business to the next level! Testimonials: "I have been working with Shahona for over a year, and I am very pleased with the work she has done for both of my businesses - one an interior design company and the other an apparel start-up. She manages the bookkeeping, invoicing, and sales taxes. Shahona is reliable, professional, and a delight to work with." Bimla Picot "Shahona has helped me tremendously through her knowledge and use of the QuickBooks software. She patiently instructed me on the proper way to implement the program, and now I understand how to input and organize data accurately. I highly recommend her as she is well organized, patient, reliable, and illustrates time-saving practices." Richard Sohanchyk "Shahona has brought the company the level of review, organization, and financial Clarity needed when managing multi-million dollar projects. Initially speaking with Shahona about my company's needs, she was knowledgeable, professional, and had the necessary frameworks to scale this function. To scale, you need to hire the right people in any business. Shahona has been that person for the Red Oak team in all things Accounting." Tom Staub "Shahona has been a tremendous asset to my business. We converted from QuickBooks Desktop to QuickBooks Online, and Shahona was great in making the conversion seamless and getting us set up in QBO. Shahona is always prompt in answering questions, and I'm impressed with how organized and efficient her systems were to make the process a breeze!" Saul Bardosh
    Featured Skill Excel
    Project Budget
    Financial Accounting
    Cost Accounting
    Cash Flow Analysis
    Financial Projection
    Financial Analysis
    Financial Reporting
    Bookkeeping
    Microsoft Excel
    Budget Management
    Balance Sheet
    Intuit QuickBooks
    Bank Reconciliation
  • $35 hourly

    • 5.0/5
    • (3 jobs)
    I'm a capable photographer and cinematographer looking to fill my time and continue honing my own skills. I'm particularly suited in creating social media content but willing and able to create media for any use type. I also have experience designing and maintaining websites for small businesses.
    Featured Skill Excel
    Microsoft Excel
    Adobe Lightroom
    Adobe Photoshop
    Social Media Management
    Drone Videography
    Microsoft Office
    Drone
    Digital Photography
    Film Editing
    Adobe Premiere Pro
  • $50 hourly

    • 5.0/5
    • (7 jobs)
    I'm an NYC-based jack of all trades business analyst, well-versed in financial analysis, strategy and corporate development. I'm here to help build your presentation decks, keep you organized, and be your go-to! I'm new to Upwork so please bear with me as I get my profile up and running. I look forward to working with you!
    Featured Skill Excel
    Crowdfunding
    Business Writing
    Pitchbook
    Business Presentation
    Presentations
    PPTX
    Market Analysis
    Financial Writing
    Presentation Design
    Microsoft Excel
    Fundraising
    Business Development
    Strategy
    Business Plan
  • $100 hourly

    • 5.0/5
    • (9 jobs)
    Experienced strategy consultant and business analyst with an MBA from Columbia Business School. Prior to business school, I worked as an economic consultant at The Brattle Group, where I answered complex quantitative, economic, and financial questions for top law firms in the US. I also have M&A and strategy consulting experience, most recently at PwC Strategy&, as well as venture capital experience in the Web3 space. Business analysis services offered: -- Competitive analysis, market sizing, industry/market research -- Financial modeling (e.g., revenue build ups, forecasts, market shares, benchmarking) -- Business valuation (e.g., discounted cash flows and comparable companies/transactions) Data analysis services offered (R, Python, Excel): -- Extraction and analysis of data from public and private sources -- Static and dynamic data visualizations -- Dashboards in Excel and R Shiny -- Data manipulation, processing, and cleaning -- Web scraping to create custom datasets Consumer survey services offered: -- Survey design and analysis -- Study protocol and sampling methodology -- Panel and sample population identification and selection -- Survey fielding and response collection via research tools like Qualtrics, SurveyMonkey, and Dynata -- Sample size calculations and weighting -- Dashboards and models to explore and analyze survey results
    Featured Skill Excel
    Business Valuation
    Financial Analysis
    Text Analytics
    Web Scraping Framework
    R Shiny
    Survey Data Analysis
    Mergers & Acquisitions
    Data Visualization
    Market Research
    Competitive Analysis
    Survey Design
    Data Analysis
    Microsoft Excel
    Python
    R
    SQL
  • $100 hourly

    • 5.0/5
    • (6 jobs)
    Helping you design and develop business-quality solutions for your financial data science needs. Depending on your goals and needs, I can create anything from an end-to-end data analysis pipeline – ingesting data, cleaning it, analyzing with machine learning and displaying outputs in a web app – to a simple study looking at descriptive statistics of your data. Given my experience in the industry, I can also be a thought-partner and blend my experience with yours to decide on the best path forward. While I specialize in financial markets applications, I am definitely open to other areas as well and have worked on projects ranging from the wedding industry to veterinary sciences. I practice solid project management, transparency and consistent communication. Tech Stack - Python * Data Analysis/Statistics: numpy, pandas, scipy, sklearn, statsmodels, arch * Data Storage: json, sqlite * Visualization: matplotlib, plotly * Web Apps: streamlit * APIs: websockets, requests, asyncio, apscheduler, urllib * Misc: concurrent.futures (parallel computing), re (regular expression), geopy (geocoding) * Contributor: pyxirr (wrote baseline python code for PE metrics, which was converted to Rust) - Google Cloud Platform (GCP): BigQuery, Cloud Storage, Compute Engine, App Engine, Cloud Run - SQL - Excel/VBA - GitHub Experience - 3 years as a data analyst at the world’s largest hedge fund (Bridgewater Associates) - 4 years as a quant at a mutual fund group - 3 years in corporate finance Education - MS Computational Finance, Carnegie Mellon - MBA, Carnegie Mellon - BS Actuarial Science and Mathematics, University of Connecticut Credentials - Chartered Financial Analyst (CFA) - Coursera: * Python for Everybody – Specialization * Data Engineering, Big Data, and Machine Learning on GCP – Specialization * Managing Big Data with MySQL – Course Note that I am working through "M Squared Data Science", a single person LLC.
    Featured Skill Excel
    Google Cloud Platform
    Microsoft Excel
    GitHub
    Financial Modeling
    Financial Trading
    Data Analysis
    Quantitative Finance
    SQL
    Statistics
    Python
    Machine Learning
    Data Science
  • $40 hourly

    • 5.0/5
    • (9 jobs)
    I am a researcher and writer with over 6 years of work experience in those fields. I specialize in anything related to politics, international relations, and governance, but I also have copy and blog post writing experience for a variety of different topics.
    Featured Skill Excel
    Political Campaign Management Software
    SEO Writing
    Media Analytics
    Presentations
    Policy Analysis
    Academic Research
    Microsoft Excel
    International Relations
    Data Analysis
    Policy Writing
    Research Paper Writing
    Microsoft Office
    Media Relations
    Social Media Content
    Politics
  • $50 hourly

    • 5.0/5
    • (5 jobs)
    I am an experienced operations professional with a strong background in Project Management, Process roll-out, and data analysis. I bring years of BIG4 Consulting and startup experience. I have a masters in business analytics and have strong SQL & Excel skills
    Featured Skill Excel
    Project Management
    Notion
    Project Delivery
    SQL
    R Shiny
    Microsoft Project
    Business Management
    Microsoft Excel
  • $45 hourly

    • 5.0/5
    • (1 job)
    I am a curiosity driven self-starter who thrives in multidisciplinary and collaborative environments. I am proficient in both qualitative and quantitative research across a wide range of disciplines and corporate sectors and skilled at tackling challenging problems with critical thinking skills. I relish opportunities to speak publicly and possess extensive experience both organizing reports and presentations.
    Featured Skill Excel
    Finance
    Data Analysis
    Tableau
    QuickBase
    Python Script
    Analytical Presentation
    Airtable
    Information Analysis
    Stata
    Python
    SQL
    Staff Recruitment & Management
    Microsoft Excel
    R
    Due Diligence
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