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Experienced and highly-organized Bookkeeper and a Financial Analyst with 10+ year professional experience and a Bachelor Degree in Accounting Technology. Provides dedicated administrative support and work special projects. ✅ Skilled in meeting the deadlines, email management, oral and written communication, compiling and organizing data for invoicing as well as collecting and managing campaign data reporting using SAP Business One and QuickBooks Online ✅Categorization, Clean up & Catch Up, Bank Reconciliation, Adjusting Journal Entry, and Financial Reporting are my forte. ✅ Process Accounts Payable for payroll, medical billings, Purchase Orders (Items or Services) and for needed payments for the suppliers and service contractors. ✅ Process payments. ✅ Strong attention to details. ✅ Knowledgeable of Generally accepted accounting principles or GAAP ✅ Doing replenishments of the revolving funds of the company. ✅ Project Management. ✅ Responsible for recording Capital Expenditures of the company. ✅ Recording non-current assets and fixed assets and its depreciation monthly. ✅ Recording of operational costs of the company and the allocation to its affiliates. ✅ Preparing Financial Statements monthly, interim and annually for audit preparation ✅ Entering all income and expenses in the accounting system (SAP ERP, QuickBooks Online) accurate and precise based on actual supporting documents. ✅ Garnering three consecutive years of having 96% on performance appraisal ✅ Commended and endorsed as a Team Leader ✅ Most trusted person by handling critical and confidential tasks. ✅ Able to navigate Microsoft Excel (expert in using Privot Table, Data validation, VlookUp, etc.) ✅ Able to navigate Google Suites, QuickBooks Online, Notion, Monarch Money, LastPass, Bill.com If you are looking for a passionate and reliable assistant to any administrative tasks feel free to connect with me. I am highly organized person and willing to do the tasks. Very keen to details with less supervision. Enthusiastic and eagerness that drives her to finish the tasks on time or as early as possible. A team player and willing to be trained at any field of tasks or job.

Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting

Hello! I’m Lani Bacaling, an experienced Bookkeeper and Accountant with over 10 years of freelancing experience serving clients across the United States, Australia, Canada, Europe, and Asia. I am proficient in various accounting software platforms, including QuickBooks Online, QuickBooks Desktop, Xero, and Wave. Throughout my career, I have helped businesses maintain accurate financial records, streamline accounting processes, and produce reliable financial reports that support informed decision-making. Educational Background * Bachelor of Science in Business Administration, Major in Accounting * Master in Public Administration * Lawyer Professional Strengths * Full-Charge Bookkeeping and Accounting * Financial Statement Preparation and Reporting * Bank and Credit Card Reconciliations * Budgeting and Forecasting * Bookkeeping Cleanup and Catch-Up * Audit Review and Support * Data Migration * Third-Party Application Integration * Troubleshooting Accounting Issues * Financial Analysis and Reporting I am highly organized, detail-oriented, trustworthy, and committed to maintaining the highest level of confidentiality and integrity. My strong analytical and problem-solving skills enable me to identify and resolve discrepancies efficiently while improving financial controls and processes. Services I Offer ✔ Maintain accurate financial records and transactions ✔ Financial Statement Preparation and Reporting ✔ QuickBooks Setup and Optimization ✔ Bookkeeping Cleanup and Catch-Up ✔ Audit Review and Support ✔ Budgeting and Forecasting ✔ Data Migration ✔ Third-Party App Integration ✔ Account Reconciliations ✔ Troubleshooting and Financial Process Improvement I am a fast learner, hardworking professional, and dedicated to delivering high-quality work. I am available to work 40 hours per week or more, and I can accommodate both EST and PST time zones. If you think we’re a good fit, feel free to send me a message or schedule a call. I look forward to helping your business achieve its financial goals. Let’s talk! Lani Bacaling

Messy QuickBooks slowing down tax prep and decision-making? With 4+ years of audit experience and 10+ 5-star reviews, I clean up, reconcile, and organize books fast for agencies, e-commerce brands, and service businesses—delivering tax-ready financials, accurate reporting, and clear workflows. 📊 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 ◘ Close your monthly books within 𝟓–𝟏𝟎 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐝𝐚𝐲𝐬 for real-time visibility ◘ Untangle and precisely reconcile 𝟐+ 𝐲𝐞𝐚𝐫𝐬 of backlogged transactions fast ◘ Eliminate 𝟗𝟎% 𝐨𝐟 𝐦𝐚𝐧𝐮𝐚𝐥 𝐞𝐧𝐭𝐫𝐲 using bulk import and automation tools ◘ Reduce year-end CPA fees by delivering 𝟏𝟎𝟎% 𝐫𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐞𝐝, audit-ready data ◘ Deliver expert-level accounting backed by experience serving 𝟐𝟓+ 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 ============================ ⭐ 𝐖𝐇𝐀𝐓 𝐂𝐋𝐈𝐄𝐍𝐓𝐒 𝐀𝐑𝐄 𝐒𝐀𝐘𝐈𝐍𝐆 ❝John was very detail oriented and dove right into my books which were a mess and he organized everything to my specs very quickly. Showed a high level understanding.❞ – David Zinland, Owner, Zinland Associates ❝John Christopher has been outstanding. He is responsive, professional, and always takes the time to provide clear, thorough, and accurate accounting services. Working with him has been easy and reassuring because I know the work is being handled carefully and correctly. I really value his reliability and would highly recommend him.❞ – Gary Austin, Law Firm Owner ❝John is truly awesome to work with. Very detailed. Always on time and honest. I highly recommend and plan to keep working with him!❞ – Louis Hancock, Software & E-Commerce Startup Founder 🏆 PH Certified Public Accountant (CPA) 🎖 QuickBooks Online ProAdvisor Certification Levels 1 and 2 🎖 Intuit Bookkeeping Certification 🏅 Microsoft Office Specialist: Excel 2013 Check out my bookkeeping cleanups, reconciliations, and financial reporting examples in the portfolio below. ============================ ➤ 𝐑𝐄𝐀𝐃𝐘 𝐓𝐎 𝐂𝐋𝐄𝐀𝐍 𝐔𝐏 𝐘𝐎𝐔𝐑 𝐁𝐎𝐎𝐊𝐒? Message me on Upwork today for a quick review of your QuickBooks file, and I’ll help you get clean, accurate, tax-ready books fast. ============================ 🛠️ 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 • QuickBooks Online • Digits 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 & 𝐏𝐚𝐲𝐦𝐞𝐧𝐭𝐬 • Stripe • eBay • Squarespace • Etsy • Clover • Jewel360 • QuickBooks Payments • PayPal • Venmo • Wise 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 & 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 • Gusto • Deel • Clio • Cloudbeds • Joinposter 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Microsoft Excel • Google Sheets 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 & 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧 • Microsoft Office • Zoom • Slack • Trello QuickBooks Online Bookkeeping, QuickBooks Cleanup, Bank Reconciliation, QuickBooks Reconciliation, Accounting Services, Monthly Bookkeeping, Financial Statements, Catch Up Bookkeeping, GAAP Financial Statements, Audit Ready Books

📊 Data Analyst | Power BI | Excel Automation | Dashboard Development | Business Intelligence I am a Data Analyst with 10+ years of experience helping businesses transform raw data into actionable insights. I specialize in automating reports, building interactive dashboards, optimizing workflows, and creating data-driven solutions that improve decision-making and operational efficiency. I have worked with clients across healthcare, transportation, logistics, manufacturing, finance, and e-commerce, delivering reporting systems that save time, increase accuracy, and provide meaningful business insights. My expertise includes data cleaning, transformation, visualization, process automation, KPI tracking, and business intelligence reporting. I am highly detail-oriented, analytical, and committed to delivering reliable, high-quality results. 💼 Core Expertise ✅ Data Analysis & Reporting ✅ Dashboard Development (Power BI, Excel, Looker Studio) ✅ KPI & Performance Tracking ✅ Power Query & Data Transformation ✅ Process Automation & Workflow Optimization ✅ Business Intelligence & Data Visualization ✅ Forecasting & Trend Analysis ✅ Data Cleaning & Validation ✅ Excel VBA & Automation ✅ SharePoint, Power Apps & Power Automate ✅ Google Sheets Automation ✅ Stakeholder Reporting & Executive Dashboards ✅ Project Tracking & Operational Reporting 🛠 Technical Skills ✅ Microsoft Excel (Advanced Formulas, Pivot Tables, Power Query, Power Pivot, VBA) ✅ Power BI (DAX, Data Modeling, Interactive Dashboards) ✅ Google Sheets & Google Workspace ✅ Power Apps & Power Automate ✅ SharePoint Lists & Data Integration ✅ SQL (Data Extraction & Queries) ✅ Looker Studio ✅ Microsoft Office 365 ✅ Data Visualization & Storytelling ✅ Process Improvement & Automation 🎯 What I Can Help With • Automated Excel & Google Sheets Solutions • Power BI Dashboard Development • KPI & Performance Reporting • Data Cleaning and Transformation • Workflow Automation • Executive & Client-Facing Reports • Operational and Financial Reporting • Business Process Optimization I am currently seeking long-term and full-time opportunities where I can contribute my analytical expertise, automation skills, and business intelligence experience to help organizations make smarter, data-driven decisions.

A management professional who has been eighteen years solid background on real estate, retails and business process outsourcing (BPO) , focusing on the Finance, Accounting, Data Analysis and Management Reporting as Senior Accountant and Senior Accounting Specialists. A professional that undergoes intensive cross training program that developed the ability to manage multi-disciplinary projects and navigate complex challenges. With proven organizational and communication skills, outstanding work ethic, and the ability to work well in both a team- oriented and self – directed environment. Specialized on Accounting and corporate systems such as, Sage Intacct, Microsoft Dynamic Great Plains, Quickbooks, Xero, Appfolio, Encompass, Brightree, FieldEdge ESC - Electronic Serviced Channel, Buildops Software, ADP - Payroll, Google workspace, Sharefile, Microsoft Office with advance excel skills.