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Hire the best Excel Gurus in San Antonio, TX

Check out Excel Gurus in San Antonio, TX 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 1,213 client reviews
  • $45 hourly

    • 5.0/5
    • (29 jobs)
    I am a former Corporate America employee turned freelancer who brings years of experience in administrative assistance, client relations and paralegal duties. My background is rich with experience in navigating complex legal frameworks and regulatory requirements with utmost professionalism and precision. As an admin assistant, I have successfully managed multiple executive calendars and coordinated seamless communication between departments, ensuring operational efficiency. My expertise also extends to developing comprehensive client databases and support systems that enhance workflow and client satisfaction. My legal expertise includes handling sensitive legal documents such as garnishments and subpoenas. I am known for my clear communication with executive teams, effectively resolving intricate issues, and drafting and refining standard operating procedures based on evolving business needs. In roles demanding rigorous data management, research, and administrative responsibilities, I am particularly skilled. I ensure tasks are completed efficiently and accurately, thanks to my sharp attention to detail and strong organizational abilities. Working remotely since 2015, I have honed my ability to deliver exceptional results independently. Let’s work together to bring your projects to the next level of success.
    Featured Skill Excel
    Client Management
    Web Scraping
    Legal Assistance
    Legal Documentation
    Document Analysis
    Legal Research
    Administrative Support
    Complaint Management
    Customer Service
    Microsoft Word
    Microsoft Excel
    Data Entry
    Google Docs
  • $60 hourly

    • 4.9/5
    • (64 jobs)
    Discover peace of mind with your finances! Many business owners tackling bookkeeping themselves often find themselves overwhelmed and confused, resulting in messy books. As a Certified QuickBooks ProAdvisor and Accountant by trade, I specialize in bringing clarity to your financial records. With my expertise, you can trust that your numbers are accurate and your focus remains on growing your business. If you're seeking a financial partner who goes beyond mere bookkeeping to actively optimize your company's growth, then let's connect! Here's how I support my clients: ✔️Cleanup of Books ( One-time Project, with monthly maintenance / bookkeeping) ✔️Full Charge Bookkeeping (Bank reconciliation, Sales & AR management, AP management, Expense tracking, Payroll, Inventory Management, Sales Tax filing and payment) ✔️Full Cycle Bookkeeping - Closing of books / month-end close preparation; Profit & Loss, Balance Sheet, Cashflow statement Industries Served: 💰 Construction / Contractors 💰 Ecommerce 💰 Advertising / Digital Marketing 💰 General Service Industry 💰 Restaurants 💰 Trucking 💰 Real Estate / Property Management 💰 Lawn Care/ Landscaping 💰 Retail Software Expertise : 💠Quickbooks Online 💠 Avalara 💠 Asana 💠 Amazon Payee Central 💠 Amazon Seller Central 💠 ADP 💠 Ascend TMS 💠 Billpay 💠 Box 💠 Corpay 💠 Canopy 💠 Coconstruct 💠 Clickup 💠 Dext 💠 Dropbox 💠 Hubdoc 💠 Invoice2go 💠 Gusto 💠 Paychex 💠 Jetpack 💠 Google Sheet 💠 MS Office Applications
    Featured Skill Excel
    QuickBooks Online
    Tax Preparation Software
    Sales Tax
    Account Reconciliation
    Tax Preparation
    Financial Analysis
    Intuit QuickBooks
    Bookkeeping
    Microsoft Excel
    Accounts Receivable
    Payroll Accounting
    Zoho Books
  • $75 hourly

    • 5.0/5
    • (44 jobs)
    Experienced accountant for your bookkeeping and/or accounting. Skilled to get you from transactions to financial statements, or anywhere in between. I can help you when you don't have the time or do not like doing the books. Hire me to clean up your books, complete monthly bookkeeping tasks, and have your books ready for your tax preparer. Please contact me. I am happy to discuss how I can help you reach your business goals.
    Featured Skill Excel
    Payroll Reconciliation
    Payroll Accounting
    Data Entry
    QuickBooks Online
    Financial Reporting
    Financial Statement
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Transaction Data Entry
    Bank Reconciliation
    Account Reconciliation
    Chart of Accounts
    Microsoft Excel
  • $56 hourly

    • 5.0/5
    • (9 jobs)
    Complex reporting design with complex formulas and code. Using spreadsheet to fully automate processes and creations
    Featured Skill Excel
    Visual Basic for Applications
    Microsoft Excel
  • $75 hourly

    • 5.0/5
    • (4 jobs)
    Financial Controller/Accountant and proficient QBO Pro with extensive experience working with start-up and medium/large sized domestic & international companies, along with forensic accounting focus and multi-currency. Whether you are looking for a new QBO account to be set up or continual accounting services--I can help.
    Featured Skill Excel
    Accounting Principles & Practices
    QuickBooks Online
    Accounting Software
    Management Accounting
    Accounting Basics
    Financial Statement
    Analytical Presentation
    Accounting
    Payroll Accounting
    Financial Report
    Microsoft Excel
    Intuit QuickBooks
  • $40 hourly

    • 4.8/5
    • (32 jobs)
    Hire me as I am one of the best in my field. Anyway, anytime. I am just one direct message away. Thanks
    Featured Skill Excel
    Data Entry
    Data Visualization
    Statistical Analysis
    Data Engineering
    Microsoft Power BI
    SQL
    Data Cleaning
    Microsoft Azure
    Microsoft Excel
    Python
    Data Analysis
    Market Research
    Google Analytics
    Market Analysis
    R
  • $36 hourly

    • 5.0/5
    • (4 jobs)
    I am a project manager with an emphasis in data analytics and report writing. I have 5+ years in complex queries for report writing and data analysis. I have 10+ years in technical services in a focus on troubleshooting and project management. I am huge on communication whether face to face and phone calls. I am here to assist please let me know what you need. 10+ years in personal training and fitness nutrition
    Featured Skill Excel
    Nutrition
    Personal Training Session
    Implementation
    Project Management
    Data Analytics
    Data Analysis
    HTML KickStart
    HTML
    Excel Macros
    SQL
    SQL Server Reporting Services
    Microsoft Excel
    Report Writing
  • $35 hourly

    • 5.0/5
    • (1 job)
    I’m an educator who specializes in teaching critical thinking, creative problem solving, and presentation skills. I’m an adaptable team player with a strong work ethic, offering dedication to any task, and high standards of myself and my work. I have revised and edited research papers in the fields of behavioral studies, computer science, engineering, environmental science, energy, health sciences, materials science, mathematics, physics, and robotics.
    Featured Skill Excel
    Academic Research
    Team Building
    Microsoft PowerPoint
    Property Insurance
    Strategic Planning
    Editing & Proofreading
    Space Planning
    Interior Architecture
    Education
    Creative Direction
    Microsoft Excel
    Task Coordination
    Documentation
    Autodesk AutoCAD
    Problem Solving
  • $38 hourly

    • 5.0/5
    • (1 job)
    High-performing, results driven professional with years of experience in auditing, compliance and customer service with an emphasis on process improvement and solving problems.
    Featured Skill Excel
    Microsoft Excel
    Administrate
    Communications
    Internal Auditing
    Business
    Process Infographics
    Accounts Receivable
    Customer Service
    Financial Audit
    Continuous Improvement
    Documentation
    Task Coordination
    Task Creation
    Process Improvement
    Accounting
  • $60 hourly

    • 5.0/5
    • (4 jobs)
    CAREER OBJECTIVE I'm a highly motivated and dedicated accounting professional seeking challenging roles within the non-profit sector, leveraging my expertise in accounting to contribute to organizational missions of helping individuals through accounting excellence. With a strong passion for making a positive impact in the community, my objective is to apply my knowledge and skills to support the financial operations of non-profit organizations, ensuring financial transparency, compliance, and efficient resource allocation. Through my commitment to accuracy, integrity, and meticulous attention to detail, I aim to contribute to the success of all non-profits in achieving their philanthropic goals and improving the lives of those in need. HIGHLIGHTS -12 years experience with full-cycle fund accounting for non-profit organizations. -Completed 7 Single-Audits with no material findings or recommendations for improvement. -Completed 5 independent CPA firm audits with no material findings or recommendations for improvement. -Completed over 30 federal, state, and city financial grant audits. All with no material findings or recommendations for improvement. -Developed Indirect Cost Rate Plan and receive approval annually for required re-submissions. -Never missed a payroll submission in 12 years of service. -100% score on Charity Navigator for accountability and finance. -General & Admin expense of only 6%.
    Featured Skill Excel
    Microsoft PowerPoint
    Microsoft Outlook
    Microsoft Word
    ChatGPT
    Canva
    Adobe Creative Cloud
    Accounting Basics
    Nonprofit Organization
    Fund Accounting
    Microsoft Excel
    Intuit QuickBooks
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Accounting
  • $50 hourly

    • 5.0/5
    • (4 jobs)
    Hello! I'm Alan, a retired US Air Force veteran with over 35 years of combined military and civil service experience, specializing in project management, international affairs, training, and education. Post-retirement, I've pivoted towards leveraging my extensive background in financial operations, document review, editing, and data analysis to support businesses and projects remotely. With an MBA and profound expertise in Microsoft Office products, especially Excel, I excel at streamlining processes, enhancing productivity, and delivering high-quality, detail-oriented work. My career has honed my ability to assess and correct a variety of texts, ensuring clarity and effectiveness in communication across diverse audiences. I'm seeking short-term projects where I can contribute my skills in data analysis, document editing, and financial management. My adaptability, cultivated through years of international service, positions me uniquely to offer insights and solutions that respect cultural nuances and organizational goals. Key strengths include: * Document Review and Editing: Polishing texts to perfection. * Data Collection and Analysis: Extracting and interpreting data for actionable insights. * Financial Operations: Advising on and managing financial activities. * International Training and Education: Designing and implementing training programs for global audiences. As a self-motivated professional, I'm looking for opportunities to work on projects that benefit from my expertise, while offering the flexibility to manage my schedule around my military service-connected disabilities. I'm particularly interested in roles that require a keen analytical mind, attention to detail, and the ability to work independently or as part of a team. Let's connect if you're looking for someone who brings a wealth of experience, a commitment to excellence, and a dynamic approach to problem-solving to your next project!
    Featured Skill Excel
    Training & Development
    Report Writing
    Presentation Design
    International Relations
    Transaction Data Entry
    Data Entry
    Microsoft Excel
  • $35 hourly

    • 5.0/5
    • (2 jobs)
    Training, Multimedia, and Communications Specialist Multimedia background in audio/video production with Adobe Creative Cloud for publicity, public relations, and e-learning content on learning management systems (LMS). Created press releases, graphics, videos, and social media promotion for annual photography tournaments.
    Featured Skill Excel
    Audio Editing
    Video Editing
    PowerPoint Presentation
    Microsoft Excel
    Microsoft Publisher
    Social Media Video
    Learning Management System
    Adobe Creative Cloud
    Professional Tone
    Business
    Academic Editing
    Business Writing
    Content Writing
    Writing
    Proofreading
  • $40 hourly

    • 5.0/5
    • (37 jobs)
    Hi! I'm Larissa, a skilled and meticulous copyeditor specializing in refining and perfecting your written content. With a deep understanding of English grammar, punctuation, and style, I am committed to ensuring your work is polished, cohesive, and impactful. Whether it's academic papers, business documents, or technical texts, I bring creativity and precision to every project, helping you communicate your ideas clearly and effectively. Here's how I can help you: ✅ Copyediting and Proofreading ➡️ Ensure your content is grammatically correct, well-structured, and free of errors ➡️ Refine sentence structure and flow for clarity and readability ➡️ Adhere to specific formatting and style guide requirements for academic and professional documents ✅ Content Enhancement ➡️ Transform your drafts into polished pieces that align with your voice and purpose ➡️ Provide constructive feedback to enhance your writing's effectiveness and engagement ➡️ Specialize in technical, academic, and business writing to meet your specific needs ✅Proven Success: With extensive experience in copyediting and content creation, I have successfully helped numerous clients achieve their writing goals. My background includes working on a variety of projects, from complex academic papers to professional business documents, ensuring high-quality outcomes every time. ✅Why Choose Me? I bring a unique blend of creativity and analytical skills to my work, allowing me to approach each project with fresh perspectives and meticulous attention to detail. My dedication to excellence and passion for language make me an ideal partner for your writing needs. 🎯 My Goal: My goal is to provide exceptional copyediting services that elevate your writing and help you achieve your objectives. I am committed to delivering outstanding results that meet and exceed your expectations. Let's elevate your writing to the next level—contact me today to discuss how I can help you achieve your goals!
    Featured Skill Excel
    Proofreading
    Microsoft Excel
    Academic Writing
    Content Writing
    Blog Writing
    Creative Writing
    Article Writing
    Cover Letter Writing
    Copy Editing
  • $80 hourly

    • 4.7/5
    • (47 jobs)
    Senior Expert Access/Excel/VBA/SQL Server Developer/Dot.Net Web/MVC/EF/Azure, Troubleshooter, Optimizer, UI Enhancements, etc... I have 34+ years of experience working with Access, Excel, and then integrating them into harmonious fluid applications, whether it be for the Desktop, or on a WAN. I have developed using every version of Microsoft Office and SQL Server since inception. I specialize in Finance and Manufacturing, including CRM, Inventory and Work Order Management, Job Costing, AR, AP, Purchasing and Sales Forecast Automation, etc. I feel those environments are structurally synonymous with most any other scenario. My current experience involves Loan Origination and Servicing. Working in Finance and Manufacturing, I could not afford to make mistakes. My work ethic developed beginning with my father and being in the Military, in the field of Aviation, where a tiny mistake could cost lives. I am detail oriented with an eye for efficient user friendly complete, from the ground up, to the most custom application imaginable. I have proven complex methods that are far more efficient than the conventional developer, regardless of how well they score on a test; I am the person that goes the extra mile(s) to adhere to the rules of development while maintaining a fluid user friendly interface. I develop from the ground up or customize pre-existing systems. Whether I am developing in Access or Excel, I always structure the data for easy possible future migration, regardless of the interface. An interface can be easily replicated, but carelessly stored data can be very costly. My interfaces are fluid and user friendly. They utilize as much as the available functionality permits, by using Drop-down and List Boxes, and applying Event Code to link to related data without having to return to a menu or dashboard. I am extremely fluent in VBA, using various Object Models, i.e. Access, Excel, DAO, ADO, SQL, Class Modules, SQL Server T-SQL, Stored Procedures and Custom Functions and Triggers, SSMS, SSRS, and SSIS, etc. I write code that a lay person can understand. Where this is not possible, I comment the purpose and flow of the Code. I do not implement limitations, as a lot of developers do, that force the Client to always call on the developer every time a little change is needed. I develop in such a way that considers future expansion. The only time I would ever need to be called upon is to implement new functionality. I prefer to teach Clients the basics so that they can make the subtle physical design changes to the interface that they want, without destroying the integrity of the system. Because I follow the rules of development, the system is straight forward and easily understood.
    Featured Skill Excel
    Transact-SQL
    Database Development
    Office 365
    Microsoft Azure SQL Database
    Microsoft Azure
    Stored Procedure Development
    Visual Basic for Applications
    Microsoft SQL Server Programming
    Database Architecture
    Microsoft SQL Server
    Microsoft Excel
    Database Design
    Microsoft Access Programming
    Microsoft Access
    SQL
  • $55 hourly

    • 4.8/5
    • (27 jobs)
    Hi, I’m Michele, Founder and CEO of MEESH Agency – Where Organizing Chaos is an Art. We’re a boutique agency specializing in project management and event planning, committed to helping businesses and individuals thrive through structure, strategy, and seamless execution. With extensive experience across diverse industries, I’ve built a people-first agency that emphasizes collaboration and delivering impactful results. At MEESH Agency, we take the chaos out of managing projects and events, so you can focus on what you do best. Industries We Serve: ✨ Marketing & PR 🎬 Entertainment & Celebrity Management 👗 Fashion & Retail 💡 Tech Startups 🎨 Creatives (Authors, Influencers, Speakers, and Visionaries) Our Services: ✅ Project Management - Custom workflow creation and process optimization - Task delegation and milestone tracking - Automation setup and tool integration ✅ Event Planning - Comprehensive event coordination and management - Vendor negotiations, logistics, and timelines - Budgets, event design, and on-site execution ✅ Virtual Assistance - Administrative support and email management - Calendar scheduling and client communication - Task prioritization and efficiency improvements Our Process: 1️⃣ Discovery Call: We take time to understand your needs, goals, and vision in detail. 2️⃣ Tailored Solutions: Every plan is customized to fit your specific objectives and challenges. 3️⃣ Flawless Execution: From start to finish, we handle tasks with precision, meeting deadlines and exceeding expectations. 4️⃣ Ongoing Support: Whether it’s one-time projects or long-term partnerships, we’re here to fuel your success. Our Mission: At MEESH Agency, our mission is to empower creative leaders and innovative businesses by turning big ideas into organized, actionable plans. We believe that organization fuels success and that building genuine partnerships with our clients creates exceptional outcomes. Together, we’ll transform your chaos into progress and bring your vision to life. 💡
    Featured Skill Excel
    Project Planning
    Digital Project Management
    Microsoft Project
    Implementation
    Notion
    Shopify
    ClickUp
    Digital Marketing
    Event Planning
    Project Management
    Administrative Support
    Canva
    Asana
    Trello
    Microsoft Excel
  • $35 hourly

    • 5.0/5
    • (8 jobs)
    Dedicated and results-driven Operations Manager with a proven track record of optimizing processes and driving efficiency. Offering over 10+ years of experience in operational leadership, I have consistently delivered exceptional results by streamlining workflows, reducing costs, and improving overall organizational performance. Adept at fostering cross-functional collaboration, I excel in leading teams to meet and exceed goals while maintaining focus on quality, customer satisfaction, and the bottom line.
    Featured Skill Excel
    Organizational Design & Effectiveness
    Business Operations
    Microsoft Office
    Data Entry
    Customer Service
    Providing Information to Callers
    Light Bookkeeping
    Microsoft Word
    Project Scheduling
    Administrative Support
    Task Coordination
    Email Communication
    Microsoft Excel
  • $30 hourly

    • 5.0/5
    • (5 jobs)
    Former Director of Operations for a child care center as well and administrative assistant/bookkeeper for small businesses. Experience includes invoicing, payroll, spread sheets, data entry, AR collections, reconciling, etc.
    Featured Skill Excel
    Scheduling
    QuickBooks Online
    Administrative Support
    Data Entry
    Microsoft Excel
  • $20 hourly

    • 5.0/5
    • (6 jobs)
    I have 4-5 years of experience in customer service. I have been employed as a data entry specialist, a salon associate and assistant manger, sales associate, cashier and a customer service representative. I also graduated from Palo Alto College with an Associate of applied science and a 3.5 GPA.
    Featured Skill Excel
    Flyer Design
    Newsletter
    Scheduling
    Management Skills
    English
    Administrative Support
    Data Entry
    Google Docs
    Microsoft Word
    Microsoft Excel
    Accuracy Verification
  • $15 hourly

    • 4.8/5
    • (37 jobs)
    Even though the badge is off, I'm available. I have developed data entry and admin support skills from past experiences. I am very proficient in QuickBooks desktop/online as well as other data entry applications/software, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, PDF conversions, google spreadsheet, google docs, and web research. My biggest goal is to make sure my clients are satisfied by delivering top-quality data/results. I pay very close attention to detail, quality, and what is being asked of me when working. I always strive to finish my work in a timely and efficient manner. I am very reliable, honest, a quick learner, and I have a solid work ethic. I have excellent communication skills; I believe that a key factor for success is communication. I would like to have a tremendous and long-term working relationship with my clients. I look forward to working with you!
    Featured Skill Excel
    Transaction Data Entry
    Bookkeeping
    Data Mining
    Administrative Support
    Google Sheets
    Lead Generation
    Data Scraping
    Online Research
    Microsoft Word
    Accuracy Verification
    Data Entry
    Microsoft Office
    Google Docs
    Microsoft Excel
  • $30 hourly

    • 5.0/5
    • (8 jobs)
    Hi! I have 4+ year experience as a full-time trilingual translator and interpreter, with additional services such as proofreading, transcription, and personal assistant. I began to learn English, Spanish, and Japanese since infancy and have not stopped ever since. Language and science became my passions, which I chose to study them in the university as a minor in Modern Languages and a major in B.S. Biology. Through my two passions I was able to study in Japan and Mexico to increase my language proficiency and specialize on gray whales in the Marine and Coastal Sciences graduate program. To further master all three languages, I began working as a translator for Japanese automotive companies in Mexcio for more than 4 years. During my time as a full-time translator, it gave me the opportunity to take on roles as a personal assistant for more than one manager to submit monthly PPM report, reserve appointments, change and/or cancel purchase information, revise and explain over legal documents, etc. However, freelancing became an option in order to pursue my additional career as a professional scuba diver with the purpose of contributing to the marine conservation. I hope to continue developing my skills as a translator and interpreter through Upwork, and better support and meet my client's expectations and beyond.
    Featured Skill Excel
    Spanish to Japanese Translation
    Voice Recording
    Voice-Over
    English to Japanese Translation
    Microsoft Excel
    Proofreading
    Customer Service
    Language Interpretation
    Translation
    Microsoft Word
    English to Spanish Translation
    US English Dialect
    Japanese
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    Hello! I’m an Excel Expert and Data Visualization Specialist with a passion for turning raw data into actionable insights. With extensive experience in creating dynamic spreadsheets, advanced formulas, and powerful dashboards, I help businesses make data-driven decisions that drive success. My skills include: • Advanced Excel functions (pivot tables, XLOOKUP, macros, etc.) • Data cleaning and manipulation • Interactive dashboards and reports • Visual storytelling with charts and graphs (in both Excel and Power BI) • Automation using Power Query Whether you need help organizing complex data, creating visual reports, or automating workflows, I am here to streamline your processes and present your data in a way that’s easy to understand and impactful. Let’s collaborate to transform your data into meaningful visualizations and actionable strategies. I’m looking forward to working with you!
    Featured Skill Excel
    Financial Report
    Business Analysis
    Light Bookkeeping
    Bookkeeping
    Information Analysis
    Microsoft Excel
    Data Analysis
    Data Visualization
  • $35 hourly

    • 5.0/5
    • (1 job)
    As a seasoned Digital and IT expert, I excel in steering diverse teams towards success. My proficiency lies in quickly grasping and implementing innovative technologies and business strategies, significantly accelerating the acquisition of vital skills. With a keen focus on enhancing value, I adeptly overcome challenges and deliver exceptional customer service. Additionally, I bring strong capabilities in bookkeeping, product testing, and am an expert in managing Excel spreadsheets, ensuring meticulous and efficient data handling for my clients.
    Featured Skill Excel
    Management Skills
    macOS
    Adobe Creative Cloud
    Testing
    JavaScript
    HTML
    Data Analysis
    Microsoft Excel
  • $28 hourly

    • 5.0/5
    • (2 jobs)
    I'm a certified data analyst that is currently looking to build out my portfolio. I have a couple years of experience in the BPO industry with analyzing large datasets of KPI's and employee records. Organizing and designing data visualization that is easy to understand. experienced in presenting my findings with operations and clients. Tools common used are pivot tables, vlookup and VBA macros. I've expanded my knowledge in order to use R studio, Python, SQL, and Tableau to analyze data in different ways.
    Featured Skill Excel
    Data Entry
    Google Analytics
    Data Analytics
    Network Design
    Google Sheets Automation
    Data Cleaning
    Bash
    DNS
    SQL
    Python
    Data Visualization
    Presentations
    Microsoft Excel
    Tableau
    Google Sheets
  • $85 hourly

    • 0.0/5
    • (0 jobs)
    "We offer quality over quantity service." With over 35 years of experience in Accounting, Bookkeeping, Finance, Payroll, Internal Controls, Internal Auditing, Budget & Forecasting, Financial Analyses, Taxation, and Process Improvement (Tool Re-Engineering), and CFO duties, Mr. Joe R. Estrada brings unparalleled expertise to the table. He has honed these skills with esteemed organizations such as Mobil Oil Corporation, Citibank, USAA, Bexar County, Texas, Davis, Cedillo Mendoza, Inc. Law Firm, and the U.S. Army Reserves. Mr. Estrada is renowned for his ability to streamline processes and enhance internal controls, providing businesses with accurate records that reflect their financial position. This enables business owners to make informed decisions while ensuring compliance with local, state, and federal regulations, including year-end tax filing obligations. His comprehensive understanding of business operations, coupled with his knack for identifying cost savings and optimizing bookkeeping processes, is invaluable to any company. Joe holds an Associate of Arts in Business Administration from St. Philip's College in San Antonio, Texas, a Bachelor of Science in Accounting from Nova Southeastern University in Ft. Lauderdale, Florida, and a Master of Science in Accounting from Liberty University in Lynchburg, Virginia. As a Military Veteran who served in the U.S. Army Reserves in the Corps of Engineers and Finance Corps, Joe brings discipline and a strategic mindset to every client engagement. As an Enrolled Agents are the highest credential the IRS awards, are the only federally licensed tax practitioners and are not bound by state jurisdictions. Expertise in the continually changing field of taxation enables them to effectively represent taxpayers. “Enrolled Agents are the only Federally authorized tax practitioners with unlimited rights of representation before the IRS. Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete a minimum of 72 hours of continuing education courses every three years. Only Enrolled Agents are licensed to practice in all 50 States”.
    Featured Skill Excel
    Account Reconciliation
    Financial Analysis
    Cash Flow Analysis
    Accounting Advisory
    IRS Income Tax Audits
    Budgeting & Forecasting Software
    Financial Statement
    US Taxation
    Strategic Planning
    Internal Control
    Tax Planning & Advisory
    Bookkeeping
    Payroll Accounting
    Certified Tax Preparer
    Microsoft Excel
  • $40 hourly

    • 5.0/5
    • (1 job)
    Talented Management and Support Specialist with deep experience in process operations and administration leveraging wide range of technical skills. Proactive problem-solver, with success working both independently and collaboratively across wide breadth of subject matter / industry areas. Known for strategic planning and expertise on complex software, data management, and systems integrations to ensure creation of seamless workflows and effective project execution. ☑ Skilled Technologist, able to quickly understand complex processes, adopt technical language, and concisely communicate with subject matter experts to solve strategic and operational-based issues. ☑ Process Optimizer, efficient at process road-mapping to identify complicated issues and drive simple solutions. Able to fluidly translate intricate relationships and functionalities between systems. ☑ Strong Team Leader, with high degree of empathy to drive production. Relatable partner-builder who tackles challenges via diversity, equity, & inclusion to balance team / client needs. ☑ Curious Knowledge-Seeker, to advance personal / professional growth through value-add opportunity and contribution. Eager to contribute to dynamic, growth-driven organizations.
    Featured Skill Excel
    Project Management
    Salesforce
    Jira
    Adobe Creative Cloud
    Microsoft Project
    Agile Software Development
    Agile Project Management
    Atlassian Confluence
    Qualtrics
    Smartsheet
    Document Control
    Microsoft Excel
    Asana
    Microsoft Office
  • $75 hourly

    • 4.0/5
    • (1 job)
    SUMMARY A proactive DBA, goal oriented, quick learner and open-minded person, I have the ability to work with less supervision, completes projects on time and a great team player. Committed at my job with a history of meeting company needs with consistent and organized practices. Manages work pressure and adapting to new situations and challenges to best enhance the organization's goals and vision.
    Featured Skill Excel
    Product Knowledge
    Customer Satisfaction
    Customer Service
    Accounting Basics
    Microsoft Word
    Customer Support
    Invoicing
    Data Collection
    Business
    Microsoft Excel
  • $125 hourly

    • 0.0/5
    • (0 jobs)
    Executive Summary: A well-rounded, competent individual and U.S. Army veteran, with 15+ years of financial working experience. Excellent customer relationship skills and an established corporate America background with a highly developed sense of responsibility.
    Featured Skill Excel
    Microsoft Office
    Microsoft Excel
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