A Chartered Accountancy Finalist with a deep understanding of corporate finance & accounting, backed by a strong skill set and a passion for automating everything repetitive in MS-Excel through building logical workflows and creativity💡
✅ I've hands-on experience in building MIS reporting systems & bringing automation in finance using tools like MS-Excel, VBA, Power Query & Power BI at a Fortune Global 500 Company — Tata Motors.
If you are looking for someone to eliminate hours of manual work or simply get those repetitive tasks done for you — I’ll be happy to help you with that one single "Magical Button" — a custom macro-enabled button powered by VBA script & built-in Power Query Workflows to complete hours of manual work within seconds. You can check my portfolio to see how that magic happens.
As a CA Finalist with a strong understanding of business, sales, finance, accounting & reporting and my obsession with Excel helps me convert raw spreadsheets into meaningful stories through interactive dashboards on the front end, supported by Advanced Excel, VBA scripts, Power Query and Pivot Tables in the back end to enable faster & efficient decision-making.
✅ My Services & Expertise Include:
With a strong professional background as a CA Finalist and a genuine passion for Excel, I bring 2+ years of MIS reporting experience at Tata Motors — where I transformed raw data into meaningful business insights through interactive dashboards, automation, and reporting solutions. I have also mastered M-Code to unlock the full potential of Power Query and leverage Advanced Excel, VBA, and Power BI to deliver the following:
1️⃣ MS-Excel & Automation
• Excel automation with Macros & VBA programming
• ERP-like structured module systems in MS Excel to automate & standardise business processes
• Reconciliations, audits, and preparation of reports & management summaries
• Data cleaning, validation, sorting, and organization in Excel
2️⃣ Power Query & Data Transformation
• Data cleaning, standardization and consolidation
• Dynamic source updates in automated workflows
• Multi-file and multi-sheet data consolidation
• Building workflows to automate repetitive Excel tasks and reporting processes
3️⃣ Dashboards & Data Visualisation
• Power BI dashboards which tells the stories through interactive insights
• Power Point Presentations — visual enhancement; alignment, formatting, & consistency across slides; charts, tables & infographic formatting
• Financial MIS reporting
• Converting raw data into executive-ready reports and presentations
• Sales, inventory, profitability, and operational dashboards
4️⃣ Finance & Accounting
• Financial and operational data review for accuracy, completeness and consistency
• Bookkeeping and accounting from bank statements, transaction lists, vouchers, invoices and supporting reports
• Preparation of Financial Statements, including P&L, Balance Sheet and Cash Flow Statement
• Bank Reconciliations, account reconciliations and Inventory reconciliations
• Variance analysis and sales performance analysis
✅ Why choose Me:
• Real corporate world experience (in Mumbai) — not just theoretical knowledge
• Delivered 5-star rated work on Upwork within 24 hours of receiving files
• Great verbal & written communication skills with fluent English
• Attention to detail with strong focus on accuracy
• Client satisfaction is my top priority
• Post-delivery support included on every project (After sales service)
• Quick response
🚀 I'm just a message away, let's discuss your requirements and build a solution that saves time, improves accuracy, and delivers meaningful business insights.
Looking for a reliable HR professional who can become an extension of your team—not just someone who completes assigned tasks?
I'm an HR Generalist and People Operations professional with 8+ years of international experience supporting organizations across APAC, North America, and Australia catering my service in HR operations, employee lifecycle management, talent management, performance management, employee engagement, learning & development, employee relations, HR documentation, compliance, and HR process improvement.
I work particularly well with start-ups, SMEs, and growing businesses that need dependable HR support without immediately building a large internal HR function. I can step in, understand your existing workflow, bring structure to HR processes, and help you build practical people practices that are organized, compliant, and employee-focused, so your team runs smoothly while you focus on growth.
MY CORE HR EXPERTISE
HR Operations
• End-to-End Employee Lifecycle Management (Hire to Exit)
• Employee Onboarding & Offboarding
• HR Administration & Personnel Records Management
• Employee Documentation & File Management
• Off-shore Payroll Lifecycle Management
• HR Process Improvement & Workflow Optimization
People Operations
• Onboarding & Induction
• Employee Engagement & Retention Strategies
• Performance Management Support
• Employee Relations
• Workforce Planning
• Organizational Culture Initiatives
• Cross-Functional Stakeholder Coordination
HR Compliance & Documentation
• Employee Handbooks
• HR Policies & Procedures
• Standard Operating Procedures (SOPs)
• Offer Letters & Employment Documentation
• NDA & Consultancy Agreement Templates
• Compliance Documentation & HR Best Practices
HR Analytics & Reporting
• HR Dashboards & MIS Reporting
• Workforce & Headcount Analytics
• Attendance & Leave Reporting
• Productivity & Performance Tracking
• HR Metrics & Process Reporting
AI & HRMS HCM Tools enabled HR Delivery
- AI-assisted HR workflows using various Generative open AI for HR documentation, research, analysis, communication and process support.
- Proficient knowledge of using various HCM tools like Workday, Service Now, Salesforce, Monday,com, Apploye tracking system, Zing-HR, Zoho Suite - Recruit & People.
• Industries I Support
Startups, SMEs and growing international businesses | Remote & distributed teams
WHAT I CAN HELP YOUR BUSINESS WITH
• Build or improve your employee onboarding process
• Create HR policies, handbooks, SOPs and employee documentation
• Organize employee records and HR workflows
• Support performance and employee engagement processes
• Develop practical HR frameworks for growing teams
• Support talent management and learning initiatives
• Improve HR reporting, documentation and process visibility
• Provide ongoing remote HR Generalist support
• Take ownership of project-based HR assignments from planning through delivery
Why Clients Trust Me
9 Upwork projects completed | 121+ hours delivered | 100% Job Success Score | Rising Talent | 9/9 five-star client ratings.
My approach is simple: understand the business first, bring structure where needed, communicate clearly, and deliver HR work that is practical and usable. I’m interested in building long-term client relationships and becoming a dependable extension of your HR/People team, whether you need ongoing remote HR support or a specialist to take ownership of a defined HR project.
If your business needs a reliable HR Generalist, Talent Management professional, or People Operations partner, I’d be happy to discuss your requirements and identify where I can add value.
Let's connect and build an HR function that supports both your people and your growth.
ACCOUNTING & EXCEL AUTOMATION SPECIALIST | FINANCIAL REPORTING | DASHBOARDS | VBA | PYTHON
🔹 WHY HIRE ME:
Whether you need an end-to-end accounting, bookkeeping/reporting solution Excel improvement solution, I can help with, I can help with:
✔ Accounts Receivables and Accounts Payables
✔ AR/AP Ageing Reports
✔ Bookkeeping and financial reporting
✔ P&L / Balance Sheet Reports
✔ Bank Reconciliation Tools
✔ Budget vs Actual Models
✔ Management Reporting / MIS
✔ Accounting Data Analysis
✔ ERP-to-Excel Reporting
✔ Automated Excel Templates
✔ Financial Dashboards
✔ Payroll Reporting Systems
✔ VBA Automation
✔ Power Query Solutions
✔ Python Data Processing
✔ Data Cleaning & Transformation
✔ Customized Financial Models
More than an accountant who enters numbers or an Excel freelancer who builds spreadsheets-
I combine professional accounting knowledge, advanced Excel, automation, financial reporting, data analysis, and Python to turn raw business data into accurate, efficient, and decision-ready solutions.
I can work independently from requirement → data → logic → automation → reporting → final deliverable, with a strong focus on accuracy, usability, and maintainability.
🔹 ACCOUNTING & FINANCIAL REPORTING
I can support a wide range of accounting and finance requirements, including:
- Profit & Loss and Balance Sheet reporting
- Trial Balance and General Ledger analysis
- Accounts Receivable & Accounts Payable
- AR/AP ageing reports
- Bank and account reconciliations
- Month-end reporting and analysis
- Revenue & expense analysis
- Budget vs Actual reporting
- Variance analysis
- Payroll reporting and reconciliation
- Financial data cleanup and review
- Management / MIS reporting
- Financial KPI analysis
- Working-capital reporting
- Custom accounting reports from ERP exports
I don't treat accounting data as just rows and columns. I understand the underlying accounting logic and how financial information needs to flow from transactions → ledgers → financial reports → management insights.
🔹 ADVANCED EXCEL & REPORTING AUTOMATION
Excel is one of my strongest working environments, particularly for finance and operational reporting.
I build customized solutions using:
- Advanced Excel formulas
- XLOOKUP / INDEX-MATCH
- SUMIFS / COUNTIFS
- Dynamic formulas
- Pivot Tables & Pivot Charts
- Power Query
- Data validation
- Conditional formatting
- Structured Tables
- Financial models
- Interactive dashboards
- Automated recurring reports
- Data consolidation
- Reconciliation tools
- Exception reports
- Management reporting packs
I can take a repetitive manual Excel process and turn it into a reusable reporting system where updating the source data automatically refreshes the required calculations and outputs.
🔹 VBA & MACRO AUTOMATION
For processes that require deeper automation, I can develop VBA-based Excel solutions such as:
- One-click report generation
- Automated payroll reporting
- Data consolidation across multiple files
- Automated formatting and report preparation
- Recurring monthly reporting templates
- Automated reconciliation
- File and worksheet processing
- Report generation from raw datasets
- User-friendly buttons and workflows
The objective isn't simply to "add a macro." The objective is to remove unnecessary manual work and make the process repeatable.
🔹 PYTHON FOR DATA PROCESSING & AUTOMATION
I can also work independently with Python when Excel alone isn't the most efficient solution.
I can use Python for:
- Large dataset processing
- Data cleaning and transformation
- CSV/Excel data processing
- Repetitive data-processing workflows
- Data validation and quality checks
- Financial data analysis
- Automated calculations
- Report preparation
- Dataset consolidation
- Custom data-processing scripts
This gives me the flexibility to choose the right approach depending on the requirement — Excel, VBA, Power Query, Python, or a combination of these technologies.
🔹 ERP / ACCOUNTING DATA TO EXCEL
I can also work with accounting and ERP exports and convert them into useful reporting systems.
For example:
ERP / Accounting Export → Data Cleaning → Account Mapping → Calculations → Financial Reports → Dashboard
I have experience working with mostly used ERPs, accounting data and Excel-based reporting workflows, and can structure exported accounting information into reports that are much easier for management to review.
A seasoned finance professional with over 5 years of diverse industry experience, I offer a wealth of knowledge in Bookkeeping, Accounting, Management Consultancy, Migration, Accounts Receivables and Payables, Financial Analysis, and Financial Modeling.
📊 Bringing a comprehensive skill set in bookkeeping, accounting, and financial management.
📈 Proficiently managing Accounts Receivable/Accounts Payable, ensuring streamlined cash flow management and financial stability.
📑 Conducting month-end closing activities with precision and accuracy, ensuring timely and reliable financial reporting.
📊 Demonstrating expertise in budgeting and forecasting, employing advanced techniques to drive strategic decision-making and optimize financial performance.
💳 Skilled in bank and credit card reconciliations, maintaining financial accuracy and integrity.
📊 Specializing in Management Information System (MIS) preparation and implementation, delivering valuable insights for informed decision-making.
📑 Capable of preparing comprehensive financial statements and cash flow statements, ensuring adherence to compliance standards and transparency.
🔄 Experienced in seamlessly migrating book of accounts from one software to another, minimizing disruptions and enhancing efficiency.
📊 Proficient in financial modeling, leveraging data analysis tools and Microsoft Excel to generate insightful and actionable recommendations.
💼 Committed to continuous improvement and staying abreast of emerging technologies and industry best practices.
⭐ Why you should choose me over other freelancers ⭐
✅ Client-Centric Approach: Proficient in understanding and translating clients' requirements into actionable solutions, ensuring alignment with their specific goals and objectives.
✅ Effective Execution: Capable of implementing and executing solutions with precision and attention to detail, delivering tangible results that surpass expectations.
✅ Exceptional Team Management: Demonstrated ability to effectively lead and motivate teams, fostering collaboration and achieving remarkable outcomes.
✅ Timely Delivery and Over-Delivery: Dedicated to meeting deadlines with precision and exceeding expectations by delivering high-quality work ahead of schedule, ensuring utmost client satisfaction.
✅ Proactive Communication: Maintaining open and transparent communication channels, promptly addressing any concerns and providing regular updates to clients throughout the project lifecycle.
💡 Passionate about utilizing financial expertise to drive business success and foster growth. Let's collaborate to unlock the full potential of your financial operations!
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