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Rating is 4.8 out of 5.
4.8/5
based on 87,472 client reviews
  • $135 hourly
    • 5.0/5
    • (18 jobs)
    Sage 300 CRE (formerly Timberline) is a great accounting software but each company might need different reports that are customized for their company so they can fully utilize the software. With over 15 years experience of Sage 300 CRE, I have helped companies developed reports using crystal reports, office connector (excel) and financial statement designer so they can gain insights to the jobs and company. I believe I can help your company improve on the departments’ workflow and customize reports that will provide great insights so you can make better decisions.
    Featured Skill Microsoft Excel
    Office 365
    Microsoft SharePoint
    Microsoft Power Automate
    Sage 300
    Accounting Software
    Timberline
    Microsoft Office
    SAP Crystal Reports
    Adobe Acrobat
    Intuit TurboTax
    Sage CRE
    Intuit QuickBooks
  • $25 hourly
    • 4.8/5
    • (34 jobs)
    🔥Your financial records shouldn't be a headache. Imagine having accurate reports at your fingertips, empowering you to make informed decisions and propel your business forward. You may use your precious time to make your business grow and succeed.😎👌🔥 🎯Stop the Struggle: 👉Manual recording a drag? 👉Messy books causing confusion? 👉Wish you could automate it all? 💎 Focus on What Matters: 👩🏻‍💻Let me handle the bookkeeping burden. You can finally:👩🏻‍💻 👉Maximize the value of your financial reports. 👉Gain a clear understanding of your business health. 👉Make strategic decisions with confidence. ⏳Free Up Your Time: Invest your precious time in growth strategies and achieving success. I'll take care of the numbers, so you can focus on what you do best - building your dream. 🎉I can help with:🎉 ✔️Recording daily transactions: Say goodbye to tedious data entry for bills and invoices. ✔️Streamlined accounting & bookkeeping: Get a handle on your finances with expert accounting and bookkeeping services, including inventory and AR/AP management. ✔️Accurate reconciliations: Ensure your bank and account statements are always in sync. ✔️Financial software expertise: I'm proficient in QBO, Xero, and Wave Apps to perfectly suit your needs. ✔️Clear financial reports: Gain valuable insights with financial statements and cashflow analyses. ✔️Business guidance: Get expert advice and troubleshooting to navigate financial challenges. ✔️Book cleanup & catch-up: No worries if your books are behind - I can get them on track. ✔️Seamless data migration: Need to switch accounting software? I can handle the migration for a smooth transition. 🌸Ready to ditch the stress and embrace growth? Let's chat!📞
    Featured Skill Microsoft Excel
    Google Apps Script
    Gusto
    Slack
    Xero
    Microsoft Office
    Bookkeeping
    Accounts Receivable
    Intuit QuickBooks
    Bank Reconciliation
  • $50 hourly
    • 5.0/5
    • (196 jobs)
    I specialize in QuickBooks- both Desktop and Online. I do not offer QB training or tax filing. Menu of services: *Year end review-I partner with a CPA that will review your books and provide audited financials. *Start up-If you are starting a new business and have no idea what a Chart of Accounts is or how to set up Customers and Vendors then I will get you up and running *Clean up-Sometimes just don’t know where to book those receipts so you guess or put them all to Miscellaneous and let your CPA figure it out at Year-End. Maybe you are new to this or discover that your bookkeeper didn’t know as much as they said they did. Now your books are a mess and you can’t get a handle on how your business is doing. *Catch up-This is a great service for the business owner who wants to keep their own books but has fallen behind. I can step in, get everything caught up so you are back up and running. *Monthly Review-If you are the business owner who wants to enter bills, cut checks and create invoices but not deal with the monthly bank reconciliations and needs someone to reconcile accounts and review the months transactions for accuracy. *Full Service Bookkeeping-I handle all transactions for you. *Custom Plan- We come up with a custom plan that fits your needs
    Featured Skill Microsoft Excel
    Inventory Plugin
    General Ledger
    Financial Reporting
    Month-End Close Assistance
    Financial Analysis
    Job Costing
    Bookkeeping
    Transaction Data Entry
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
    Bank Reconciliation
  • $50 hourly
    • 5.0/5
    • (52 jobs)
    Let me streamline your financials. I am a Quickbooks Online Certified ProAdvisor, and after my many years of office experience I enjoy Accounting/Bookkeeping, Forensic Accounting and Account Management. I have extensive knowledge of: *QuickBooks Online & Desktop Versions *Microsoft Excel & Word *Outlook *GSuite *Gusto *ADP *Mailchimp I am business process savvy, committed to timely task completion and detail oriented. Over the years I have acquired the necessary business skills to assist you in achieving your company’s goals. I am committed to ensuring your accounting and financial needs are met reliably and efficiently, so you can concentrate on what matters most: serving your clients. I truly value helping people & getting them results.
    Featured Skill Microsoft Excel
    QuickBooks Online
    Data Entry
    Accounts Receivable Management
    Accounts Payable Management
    Account Management
    Accounting Basics
    Bookkeeping
    Accounting Software
    Bank Reconciliation
    Accounting
    Intuit QuickBooks
  • $12 hourly
    • 5.0/5
    • (11 jobs)
    I'm a Social Media Specialist for business owners and entrepreneurs. I help them increase their social media presence through planning, engaging, content creation and curation, and providing an effective marketing strategy that will result in more leads and sales conversion. I am also a virtual assistant doing various administrative tasks to help business owners unburden their heavy loads and focus on the bigger aspects of their business. I love to help overwhelmed service-based entrepreneurs and businesses manage the back-end of their companies so that they can have the freedom to grow their businesses and enjoy their lives with serenity.
    Featured Skill Microsoft Excel
    Administrative Support
    General Transcription
    Social Media Marketing
    PropertyWare
    Social Media Management
    Social Media Content
    Chatbot Development
    Bookkeeping
    Intuit QuickBooks
  • $30 hourly
    • 5.0/5
    • (3 jobs)
    💡Solar Energy - Inspection of solar plant documentation - Classification of the data measurements - Data processing with AI and Software - QA check, manual testing - Completing different types of reports 💻QA Testing - Automation Testing - Manual Testing 📞Let's do business together! Djordje
    Featured Skill Microsoft Excel
    Shading Analysis
    Data Analysis
    Automated Testing
    Solar Energy
    Selenium
    PVSyst
    Manual Testing
    Sustainable Energy
    SQL
  • $15 hourly
    • 4.8/5
    • (14 jobs)
    "I'm a dedicated and authentic bookkeeper, driven by a passion for problem-solving and uncovering insights. Over the course of my career, I've excelled in maintaining harmony between customer and vendor departments while also adapting to roles in sales and after-sales with ease. In my recent endeavors, I've been drawn to the intricacies of financial analysis, particularly in managing general ledgers, financial statements, and reports. My proficiency extends across various accounting platforms and custom Java script or ERP systems, providing me with a well-rounded perspective. While I specialize in customer and vendor management, I also possess strong capabilities in overseeing general ledgers and financial reporting. My expertise spans platforms including Account View, Twinfield, QuickBooks, and QuickBooks Online."
    Featured Skill Microsoft Excel
    Accounting Basics
    Financial Reporting
    Bookkeeping
    Dutch
    Data Entry
    Translation & Localization Software
    Financial Statement
    Financial Report
    General Ledger
    Bank Reconciliation
    Intuit QuickBooks
    Accounts Receivable
    Accounts Payable
  • $160 hourly
    • 5.0/5
    • (144 jobs)
    My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
    Featured Skill Microsoft Excel
    VLOOKUP
    Financial Analysis
    CPA
    Bookkeeping
    Data Analysis
    Microsoft PowerPoint
    Tableau
    Data Visualization
    Google Sheets
    Intuit QuickBooks
  • $25 hourly
    • 4.6/5
    • (31 jobs)
    I have over 15 years of bookkeeping experience using QuickBooks Pro and QuickBooks Online. My experience includes day to day banking entries; accounts payables and receivables; account reconciliations; merchant service processing; payroll processing; sales tax processing. I also have experience with MS Word, Excel, and PowerPoint. I have also served as Treasurer for the school PTA and the school boys track team.
    Featured Skill Microsoft Excel
    Microsoft Office
    Microsoft Outlook
    QuickBooks Online
    Accounts Receivable Management
    Accounts Payable Management
    Intuit QuickBooks
    Bookkeeping
    Payroll Accounting
    Bank Reconciliation
  • $25 hourly
    • 5.0/5
    • (30 jobs)
    An expert in accounting-related services, Member Institute of Certified Bookkeeper (MICB), Registered Cost Accountant (RCA), Certified QuickBooks ProAdvisor, and Xero Advisor Certified is highly motivated to offer time-bound services. Have knowledge of accounting procedures with strong communication skills for queries and skilled preparation of Financial Statements and Cash Flow. A passionate provider of services related to bookkeeping, preparation of journal entries, reconciliation, and analysis of various accounts. In addition to my Accounting/Bookkeeping Services, I provide Accounting Tutor services to college students to pass and understand particular topics in Accounting. With exceptional ability to manage multiple complex tasks, I am here with a vision to build long-term relationships with clients by delivering immeasurable commitment services and a high quality of work. CONNECT WITH ME RIGHT NOW, and let's discuss! Best of everything, Charlaine B.
    Featured Skill Microsoft Excel
    Excel Formula
    Academic Writing
    Financial Statement
    QuickBooks Online
    Management Accounting
    Cost Accounting
    Income Statement
    Bank Reconciliation
    Chart of Accounts
    Bookkeeping
    Data Entry
    Balance Sheet
    Financial Accounting
    Invoicing
  • $20 hourly
    • 5.0/5
    • (31 jobs)
    ✨𝕐𝕠𝕦𝕣 𝔸+ 𝔹𝕠𝕠𝕜𝕜𝕖𝕖𝕡𝕖𝕣 & 𝕖ℂ𝕠𝕞𝕞𝕖𝕣𝕔𝕖 𝕍𝔸✨ 🏆𝘔𝘦𝘵𝘪𝘤𝘶𝘭𝘰𝘶𝘴 𝘈𝘵𝘵𝘦𝘯𝘵𝘪𝘰𝘯 𝘵𝘰 𝘋𝘦𝘵𝘢𝘪𝘭 ⚡𝘚𝘵𝘳𝘰𝘯𝘨 𝘈𝘯𝘢𝘭𝘺𝘵𝘪𝘤𝘢𝘭 𝘚𝘬𝘪𝘭𝘭𝘴 👩🏻‍💻𝘗𝘳𝘰𝘧𝘪𝘤𝘪𝘦𝘯𝘤𝘺 𝘸𝘪𝘵𝘩 𝘛𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺 ⭐𝘗𝘳𝘰𝘣𝘭𝘦𝘮-𝘚𝘰𝘭𝘷𝘪𝘯𝘨 𝘔𝘪𝘯𝘥𝘴𝘦𝘵 𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐈 𝐜𝐚𝐧 𝐝𝐨 𝐟𝐨𝐫 𝐲𝐨𝐮 👇👇👇 🔍𝙀𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚 & 𝙎𝙠𝙞𝙡𝙡𝙨 ✅ 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: 𝙿𝚛𝚘𝚏𝚒𝚌𝚒𝚎𝚗𝚝 𝚒𝚗 𝚏𝚞𝚕𝚕-𝚌𝚢𝚌𝚕𝚎 𝚋𝚘𝚘𝚔𝚔𝚎𝚎𝚙𝚒𝚗𝚐, 𝚏𝚒𝚗𝚊𝚗𝚌𝚒𝚊𝚕 𝚛𝚎𝚙𝚘𝚛𝚝𝚒𝚗𝚐, 𝚋𝚊𝚗𝚔 𝚛𝚎𝚌𝚘𝚗𝚌𝚒𝚕𝚒𝚊𝚝𝚒𝚘𝚗𝚜, 𝚊𝚗𝚍 𝚙𝚊𝚢𝚛𝚘𝚕𝚕 𝚊𝚍𝚖𝚒𝚗𝚒𝚜𝚝𝚛𝚊𝚝𝚒𝚘𝚗. ✅ 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐚𝐧𝐝 𝐗𝐞𝐫𝐨 𝐏𝐫𝐨𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲: 𝙴𝚡𝚙𝚎𝚛𝚝𝚒𝚜𝚎 𝚒𝚗 𝚞𝚝𝚒𝚕𝚒𝚣𝚒𝚗𝚐 𝚝𝚑𝚎 𝚜𝚘𝚏𝚝𝚠𝚊𝚛𝚎 𝚏𝚘𝚛 𝚊𝚌𝚌𝚞𝚛𝚊𝚝𝚎 𝚏𝚒𝚗𝚊𝚗𝚌𝚒𝚊𝚕 𝚖𝚊𝚗𝚊𝚐𝚎𝚖𝚎𝚗𝚝. ✅ 𝐞𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬: 𝚂𝚔𝚒𝚕𝚕𝚎𝚍 𝚒𝚗 𝚙𝚛𝚘𝚍𝚞𝚌𝚝 𝚕𝚒𝚜𝚝𝚒𝚗𝚐 𝚊𝚗𝚍 𝚘𝚙𝚝𝚒𝚖𝚒𝚣𝚊𝚝𝚒𝚘𝚗, 𝚒𝚗𝚟𝚎𝚗𝚝𝚘𝚛𝚢 𝚖𝚊𝚗𝚊𝚐𝚎𝚖𝚎𝚗𝚝, 𝚘𝚛𝚍𝚎𝚛 𝚙𝚛𝚘𝚌𝚎𝚜𝚜𝚒𝚗𝚐, 𝚊𝚗𝚍 𝚌𝚞𝚜𝚝𝚘𝚖𝚎𝚛 𝚜𝚞𝚙𝚙𝚘𝚛𝚝. ✅ 𝐃𝐚𝐭𝐚 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: 𝙿𝚛𝚘𝚏𝚒𝚌𝚒𝚎𝚗𝚝 𝚒𝚗 𝚊𝚗𝚊𝚕𝚢𝚣𝚒𝚗𝚐 𝚏𝚒𝚗𝚊𝚗𝚌𝚒𝚊𝚕 𝚍𝚊𝚝𝚊, 𝚒𝚍𝚎𝚗𝚝𝚒𝚏𝚢𝚒𝚗𝚐 𝚝𝚛𝚎𝚗𝚍𝚜, 𝚊𝚗𝚍 𝚙𝚛𝚘𝚟𝚒𝚍𝚒𝚗𝚐 𝚒𝚗𝚜𝚒𝚐𝚑𝚝𝚜 𝚏𝚘𝚛 𝚋𝚞𝚜𝚒𝚗𝚎𝚜𝚜 𝚍𝚎𝚌𝚒𝚜𝚒𝚘𝚗-𝚖𝚊𝚔𝚒𝚗𝚐. ✅ 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐯𝐞 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: 𝙲𝚊𝚙𝚊𝚋𝚕𝚎 𝚘𝚏 𝚙𝚛𝚘𝚟𝚒𝚍𝚒𝚗𝚐 𝚐𝚎𝚗𝚎𝚛𝚊𝚕 𝚊𝚍𝚖𝚒𝚗𝚒𝚜𝚝𝚛𝚊𝚝𝚒𝚟𝚎 𝚊𝚜𝚜𝚒𝚜𝚝𝚊𝚗𝚌𝚎, 𝚜𝚌𝚑𝚎𝚍𝚞𝚕𝚒𝚗𝚐, 𝚎𝚖𝚊𝚒𝚕 𝚖𝚊𝚗𝚊𝚐𝚎𝚖𝚎𝚗𝚝, 𝚊𝚗𝚍 𝚍𝚘𝚌𝚞𝚖𝚎𝚗𝚝 𝚙𝚛𝚎𝚙𝚊𝚛𝚊𝚝𝚒𝚘𝚗. ✅ 𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭: 𝙼𝚊𝚗𝚊𝚐𝚒𝚗𝚐 𝚊𝚗𝚍 𝚖𝚊𝚒𝚗𝚝𝚊𝚒𝚗𝚒𝚗𝚐 𝚊𝚌𝚌𝚞𝚛𝚊𝚝𝚎 𝚒𝚗𝚟𝚎𝚗𝚝𝚘𝚛𝚢 𝚛𝚎𝚌𝚘𝚛𝚍𝚜, 𝚎𝚗𝚜𝚞𝚛𝚎 𝚘𝚙𝚝𝚒𝚖𝚊𝚕 𝚜𝚝𝚘𝚌𝚔 𝚕𝚎𝚟𝚎𝚕𝚜, 𝚊𝚗𝚍 𝚜𝚞𝚙𝚙𝚘𝚛𝚝 𝚎𝚏𝚏𝚒𝚌𝚒𝚎𝚗𝚝 𝚜𝚞𝚙𝚙𝚕𝚢 𝚌𝚑𝚊𝚒𝚗 𝚘𝚙𝚎𝚛𝚊𝚝𝚒𝚘𝚗𝚜. 🌐 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 & 𝐓𝐨𝐨𝐥𝐬 I am adept at utilizing a range of software and tools to streamline bookkeeping and eCommerce operations, including: 🔹 𝙌𝙪𝙞𝙘𝙠𝘽𝙤𝙤𝙠𝙨 | 𝙓𝙚𝙧𝙤 | 𝙒𝙖𝙫𝙚 | 𝙕𝙤𝙝𝙤 🔹 𝙎𝙝𝙤𝙥𝙞𝙛𝙮 🔹 𝙒𝙤𝙤𝘾𝙤𝙢𝙢𝙚𝙧𝙘𝙚 🔹 𝙒𝙖𝙡𝙢𝙖𝙧𝙩 🔹 𝘼𝙢𝙖𝙯𝙤𝙣 𝙎𝙚𝙡𝙡𝙚𝙧 𝘾𝙚𝙣𝙩𝙧𝙖𝙡 🔹 𝙈𝙞𝙘𝙧𝙤𝙨𝙤𝙛𝙩 𝙀𝙭𝙘𝙚𝙡 🔹 𝙂𝙤𝙤𝙜𝙡𝙚 𝘼𝙣𝙖𝙡𝙮𝙩𝙞𝙘𝙨 🔹 𝘾𝙍𝙈 𝙎𝙮𝙨𝙩𝙚𝙢𝙨 (𝙚.𝙜., 𝙃𝙪𝙗𝙎𝙥𝙤𝙩, 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚) 🔹 𝘾𝙞𝙣𝟳 | 𝘽𝙧𝙞𝙜𝙝𝙩𝙥𝙚𝙖𝙧𝙡 | 𝙕𝙤𝙝𝙤 | 𝙊𝙙𝙤𝙤 | 𝙁𝙞𝙨𝙝𝙗𝙤𝙬𝙡 | 𝙌𝙪𝙞𝙘𝙠𝘽𝙤𝙤𝙠𝙨 𝙀𝙣𝙩𝙚𝙧𝙥𝙧𝙞𝙨𝙚 | 𝙉𝙚𝙩𝙎𝙪𝙞𝙩𝙚 🔹 𝙎𝙝𝙞𝙥𝙎𝙩𝙖𝙩𝙞𝙤𝙣 🔹 𝙊𝙩𝙝𝙚𝙧 𝙨𝙤𝙛𝙩𝙬𝙖𝙧𝙚 𝙧𝙚𝙡𝙖𝙩𝙚𝙙 𝙩𝙤 𝘽𝙤𝙤𝙠𝙠𝙚𝙚𝙥𝙞𝙣𝙜 𝙖𝙣𝙙 𝙄𝙣𝙫𝙚𝙣𝙩𝙤𝙧𝙮 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 ➡️𝕀𝕗 𝕪𝕠𝕦 𝕒𝕣𝕖 𝕤𝕖𝕖𝕜𝕚𝕟𝕘 𝕒 𝕤𝕜𝕚𝕝𝕝𝕖𝕕 𝕓𝕠𝕠𝕜𝕜𝕖𝕖𝕡𝕖𝕣 𝕒𝕟𝕕 𝕖ℂ𝕠𝕞𝕞𝕖𝕣𝕔𝕖 𝕧𝕚𝕣𝕥𝕦𝕒𝕝 𝕒𝕤𝕤𝕚𝕤𝕥𝕒𝕟𝕥 𝕥𝕠 𝕤𝕥𝕣𝕖𝕒𝕞𝕝𝕚𝕟𝕖 𝕪𝕠𝕦𝕣 𝕗𝕚𝕟𝕒𝕟𝕔𝕚𝕒𝕝 𝕞𝕒𝕟𝕒𝕘𝕖𝕞𝕖𝕟𝕥 𝕒𝕟𝕕 𝕠𝕟𝕝𝕚𝕟𝕖 𝕠𝕡𝕖𝕣𝕒𝕥𝕚𝕠𝕟𝕤, 𝕡𝕝𝕖𝕒𝕤𝕖 𝕗𝕖𝕖𝕝 𝕗𝕣𝕖𝕖 𝕥𝕠 𝕣𝕖𝕒𝕔𝕙 𝕠𝕦𝕥.😉 𝑳𝒆𝒕'𝒔 𝒄𝒐𝒏𝒏𝒆𝒄𝒕 𝒂𝒏𝒅 𝒅𝒊𝒔𝒄𝒖𝒔𝒔 𝒉𝒐𝒘 𝑰 𝒄𝒂𝒏 𝒄𝒐𝒏𝒕𝒓𝒊𝒃𝒖𝒕𝒆 𝒕𝒐 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔'𝒔 𝒔𝒖𝒄𝒄𝒆𝒔𝒔! ●⁀‿⁀●
    Featured Skill Microsoft Excel
    ERP Software
    Business Operations
    Inventory Management
    Shopify
    Amazon FBA
    Production Planning
    Xero
    QuickBooks Online
    Cash Flow Statement
    Bookkeeping
    Income Statement
    Intuit QuickBooks
  • $20 hourly
    • 5.0/5
    • (8 jobs)
    I've been working in the Workforce Management field since 2016. I started as a Global Workforce Management (GWFM) Real Time Specialist for a year then I was promoted as a GWFM Sr. Specialist, Planning/Scheduling. After 3 years of being a scheduler, I started working as a WFM Scheduling Supervisor. More likely, my profession is focused on making sure that company's staffing are strategically utilize based on client's needs and requirements. Daily, weekly and monthly reports are required as well which needs an advanced skill in Microsoft Excel, especially when turning raw data into a more useful report. Schedule adherence, forecasting, scheduling, shrinkage analysis and reporting are the other tasks I have worked as part of the WFM. Being a WFM makes me exposed and interact with company's high level leaderships and clients from time to time .
    Featured Skill Microsoft Excel
    Microsoft Excel PowerPivot
    BPO Call Center
    CMS Development
    People Management
    Report
    Customer Service
    Google Docs
    Call Center Management
    Phone Support
    Email Communication
    Scheduling
  • $95 hourly
    • 5.0/5
    • (54 jobs)
    I transform complex business tasks into efficient, automated systems, saving time, reducing errors, and improving productivity across all business areas. ---My Mission--- To build software solutions that dramatically improve the speed, quality, and output of critical business tasks, enhancing efficiency and reducing costs. ---Core Competencies--- Excel, VBA, SQL, Power Automate, Power Apps, SharePoint, Azure Cloud Services, ERP integrations, Python (Plotly - Dash, PyQt5, Selenium, Pandas, more), Data Analytics & Visualization, Power BI, Custom Dashboards, Document Automation, KPI tracking, Process Optimization, O365, Azure MS SQL, MS Access, SQLite, Postgres, MRP, ERP ---Professional Experience--- With 4+ years as a full-time freelancer and 11 years in manufacturing engineering, I've evolved from a Project Engineer (with a Mechanical Engineering Degree) to a Lead Software/Automation Engineer. My 11 years in manufacturing started with a company with ~200 employees, then acquired by an enterprise publicly traded company where I continued to work for another 5 years. This unique trajectory has honed my ability to: - Develop robust, effective yet easy to use, software solutions - Understand diverse business processes and stakeholder needs to create tailored, goal-oriented tools ---Industries Served--- Manufacturing | Engineering | Operations | Supply Chain | Sales | Accounting | Finance ---My Approach--- I collaborate closely with stakeholders to ensure solutions are user-friendly and aligned with business goals. My diverse background allows me to quickly grasp complex processes and translate them into efficient software tools. ---Example Projects--- - Custom Product Configurator with automated analysis of engineering specifications, BOM, Labor costs, lead-times, manufacturing processes, and document generation - Inventory and Supply Chain Data Tracking and Analysis - Production floor planning and analysis for revenue and OTD optimization - Financial analysis - Automated scripting, document creation, data entry, and more - ERP data design and add-on tools (Baan and SAP experience) - Data mining, aggregation, cleaning, etc. - API Integration with custom software tools with OAuth Authentication via Excel / VBA or Python - Combined Excel VBA and Python tools, utilizing modern Python features from within Excel User Interface - Data Visualization, KPI Metrics, Custom Dashboards - Windows 365 Virtual PC Utilization, Scheduled Automations to SharePoint Shared Folders - SQL Data serialization, JSON with SQL integration for combined structured and NoSQL data. - Excel to Python bridge, utilizing modern Python technology seamlessly within Excel-based tools. ---Let's Optimize Your Business--- Ready to transform your time-consuming tasks into streamlined, automated processes? Reach out and let's chat!
    Featured Skill Microsoft Excel
    Microsoft Access
    Microsoft SQL Server
    Microsoft Power Automate
    Microsoft Azure SQL Database
    Microsoft SharePoint
    Process Design
    SQL Programming
    C#
    Cloud Database
    Automation
    Office 365
    Python
  • $45 hourly
    • 4.9/5
    • (12 jobs)
    My duties includes managing the data integrity of the Raiser’s Edge and Raiser's Edge NXT, data entry, data clean up, gift processing, gift acknowledgment, generating reports, pulling mailing list reporting and tracking moves management, creating pledge reminders and reconciling and working with the finance office. I also managed gift registration and check out tables during special events and auctions, assisted with volunteer training, assisted with State licensing renewals, United Way charity organization renewals and served as an on-site trainer/help desk team member. I have written gift acceptance polices, Raiser’s Edge Users’ Manuals, development plans and other philanthropic polices procedures and guidelines.
    Featured Skill Microsoft Excel
    Portfolio Management
    Database Management
    Data Entry
    Accuracy Verification
    CRM Software
    Microsoft Word
  • $20 hourly
    • 5.0/5
    • (32 jobs)
    I have over 20 years of experience as a Bookkeeper/Accounting Professional and my goal is to provide you with high quality bookkeeping and accounting services for your business. - I can help in maintaining your Accounting records with high degree of professionalism, enthusiasm and excellent service - Keep your records up-to-date with high level of accuracy - Create/provide reports promptly to help you make sound business decision - Review and check records to ensure financial integrity - Help establish and/or update process documentation and procedures * I have solid understanding of the basics of accounting and bookkeeping (General Ledger, Accounts Receivable, Accounts Payable, Payroll) * Proven ability to analyze, calculate and categorize expenses and record transactions according to existing policies and procedures. * Data entry skills along with a knack for numbers and excellent attention to details * Pro in Bank Reconciliation, Account Reconciliation, Variance Analysis, Fixed Assets * Expert in Quickbooks, Freshbooks, Waveapps, ERPNext, SAP, JDE and other accounting/bookkeeping apps * Hands on experience with Excel and other Microsoft and Google apps * Fast learner and can easily adapt to various processes, apps/software I'll be happy to collaborate with you and use my skills and experiences to bring value to your company.
    Featured Skill Microsoft Excel
    FreshBooks
    Accounting Report
    Wave Accounting
    Account Reconciliation
    Xero
    SAP
    Accounting Software
    Intuit QuickBooks
    Transaction Data Entry
    Bookkeeping
    Bank Reconciliation
  • $175 hourly
    • 4.8/5
    • (29 jobs)
    With over 15 years of experience both on Wall Street and in Corporate Finance, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate work into easily digestible conclusions. Understanding what creates value and how to grow a profitable business allows me to help clients reach higher potential. I'm here to help you with all your finance needs to guide, scale, monitor, strengthen, and present your business. I have experiences ranging from serving as a fractional CFO for pre-revenue startups to assisting in financial strategy and reporting for multibillion dollar global businesses as well as advising management teams, board of directors, and investors on investment, M&A, fund raising, and valuation work. I have utilized these skills to help found two start-ups and now work as a financial consultant. My professional career and success has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Business Strategy • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow management, modeling, and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Business valuation • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Company, industry, and market research • Excel file and data cleanup, analysis, and visualization
    Featured Skill Microsoft Excel
    Financial Analysis & Valuation
    Cash Flow Analysis
    Cash Flow Modeling
    Strategic Planning
    Budget Planning
    Company Valuation
    Financial Projection
    Financial Modeling
    Operations Analytics
    Forecasting
    Financial Analysis
    KPI Metric Development
    Investment Research
  • $100 hourly
    • 5.0/5
    • (19 jobs)
    Hello! Allow me to tell you a bit about myself: I have the following credentials: QuickBooks online ProAdvisor Bachelors and a MBA in Accounting Certified Professional Bookkeeper As a small business owner, former corporate financial controller and bookkeeper, I offer a wealth of experience in both small, medium and large businesses. I have a strong accounting, bookkeeping and tax background with over 30 years of experience. I pride myself on my ability to review a company’s processes and financials and quickly recognize opportunities. In most cases, a simple review can result in an improved cash position to the tune of a couple of thousand dollars. What I offer: •. Fractional CFO Services • Construction Accounting; WIP, Revenue % of Completion, Job Costing, Indirect Allocations • Accounting • Bookkeeping • Payroll • Income Tax Preparation (Individual, Sole Proprietorship, Partnership/LLC, S-Corp, and C Corp) • Business Consulting & CFO Services • Ongoing support • QuickBooks setup •. ComputerEase • Month End Close, Bank reconciliation and Financial reporting • Custom reporting • Fixed assets and inventory tracking • Year-end adjustments • Financial Coaching • Exit strategy • Budgeting • Cash Flow Projections Ready to focus solely on your customers and growing your Business? Let’s talk about how we can do this together!
    Featured Skill Microsoft Excel
    AppFolio
    Cost Accounting
    Bookkeeping
    Yardi Software
    Budget Management
    Bank Reconciliation
    General Ledger
    Chart of Accounts
    Accounting Principles & Practices
    Cash Flow Analysis
    Financial Accounting
    Financial Report
    Intuit QuickBooks
  • $20 hourly
    • 5.0/5
    • (115 jobs)
    Technical writing and document design. I can help you with writing and graphical design of your documents (templates, reports, proposals, user manuals, handbooks, datasheets, white papers, forms, price lists, advertising). Electrical engineer (industrial automation field). Many years of experience in project management, technical maintenance, installation, and design in the pharmaceutical, machine production, food processing, and construction industries. Specialized in projects related to industrial automation. During the career in the pharmaceutical industry profiled for qualification documentation creation according to GMP (URS, Qualification plans, Risk analysis, Functional specifications, Hardware and Software design specifications, DQ, IQ, OQ, PQ, SOP). Thematically related documentation, such as technical commissioning documentation (FPT, SVC), is also in my field of work. Always open to learning new skills and expanding the field of expertise. Project management, technical maintenance of power equipment, automation systems, supervisory control systems, HVAC, and production machines. Tasking and organization of executors of technical maintenance and control of their work. Setup and configuration of software solutions installed on machines for serialization. Preparation of validation documentation (Qualification Plans, FDS, HDS, SDS, DQ, IQ, OQ, PQ, Material and Critical Components Certificates). Use and maintenance of access control, time and attendance, IP telephony, video surveillance, BMS, and fire protection systems. Organizing installation, validation, and commissioning of new equipment in cooperation with suppliers. PLC/HMI/SCADA application creation (Siemens).
    Featured Skill Microsoft Excel
    Pharmaceutical Industry
    Formatting
    PDF
    Industrial Automation
    Layout Design
    Process Flow Diagram
    Graphic Design
    Project Proposal
    Document Formatting
    User Manual
    Microsoft PowerPoint
    Visual Presentation Design
    Microsoft Word
    Technical Writing
  • $100 hourly
    • 4.8/5
    • (36 jobs)
    My background is in Data Analytics, specializing in Marketing strategy projects. I have managed projects that have provided me opportunities to gain many valuable skills. I have experience working with raw data and preparing that data to be analyzed. This required me to gain/utilize skills in Excel, Access, SQL and statistical software such as SAS and SPSS. I have experience writing analyses and designing surveys, which both also require the skills of a seasoned wordsmith. I was required to compose analyses for a broad range of audiences from different departments and with varying skill levels. Many times these analyses would require both graphical representations of data as well as written word. Editing and proofreading skills are also necessary in delivering high quality analyses to clients. Through my experience, I have learned how important it is to ensure that the presentations and summaries are crafted with clear and accurate information as many strategical decisions are based on these analyses. I look forward to helping clients obtain and analyze the required data and to craft a meaningful story to their audiences..
    Featured Skill Microsoft Excel
    Consumer Research
    Project Management
    SurveyGizmo
    SurveyMonkey
    Survey Design
    Brand Marketing
    Microsoft PowerPoint
    SAS
    SQL
    Data Analysis
  • $20 hourly
    • 5.0/5
    • (130 jobs)
    With over 7 years of Excel VBA programming experience, I have developed several Excel-based automated tools for my hundreds of clients. I have also worked with complex Excel Formulas and Functions used in Excel Financial Data models. Watch in my YouTube channel some of excel tools that I have created that can be very similar to your project. Please search my YouTube Channel ID at Youtube: UCuVZ8J1n06VelZJQJ9mPnuQ I can definitely help you in almost all aspects of Excel and Excel VBA: - code macros to automate your Excel tasks, Word reports and Powerpoint presentations - data analysis using Pivot tables as well as VBA - create dashboards for easy visualization of data - data manipulation using Basic and Complex Excel functions and formulas I can guarantee you the BEST and QUALITY work, yet affordable price. Be one of my satisfied, happy, and repeat/long term clients!
    Featured Skill Microsoft Excel
    Google Sheets
    Automation
    Visual Basic for Applications
  • $200 hourly
    • 5.0/5
    • (78 jobs)
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
    Featured Skill Microsoft Excel
    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Acquisitions
    Capital Markets
    Real Estate
    Real Estate Financial Modeling
    Financial Analysis
    Pro Forma Statement
    Financial Modeling
  • $30 hourly
    • 5.0/5
    • (15 jobs)
    I'm a data-driven freelancer with 12+ years of experience helping businesses and marketing agencies transform raw data into powerful, automated dashboards that drive decisions. I specialize in Looker Studio (Google Data Studio), and my expertise lies in building fully automated, visually compelling dashboards that connect multiple data sources and simplify performance tracking for marketing teams, founders, and agencies. Core Skillset Includes: ✔ Creating & maintaining custom Looker Studio dashboards ✔ Connecting & configuring data sources ✔ Designing engaging and insightful visualizations ✔ Implementing calculated fields & custom metrics ✔ Optimizing dashboard performance for faster load times ✔ Troubleshooting data connection issue ✔ Setting up GA4 with Google Tag Manager (GTM) ✔ Integrating Supermetrics, SyncWith, and Google Sheets ✔ Automating reports with scheduled email delivery ✔ Building cross-channel marketing performance dashboards ✔ Tracking eCommerce performance metrics (item views, carts, checkouts) ✔ Creating filters, controls, and drop-down menus for interactivity ✔ Blending data from multiple sources (e.g., GA4, Ads, CRM) ✔ Monitoring user behavior with event-based tracking ✔ Cleaning and transforming raw data into actionable insights ✔ Developing UTM tracking strategies for campaign attribution ✔ Collaborating with teams using shared dashboards and permissions ✔ Documenting dashboard structure for scalability and handover Tools & Expertise: ✔ Google Workspace ✔ HubSpot ✔ Looker Studio ✔ Tableau ✔ Zoom ✔ Slack ✔ Mixpanel ✔ ChartMogul ✔ Asana & Jira ✔ Notion ✔ Canva ✔ LA Growth Machine ✔ Meta Ads ✔ Google Ads ✔ LinkedIn Ads ✔ Bing Ads ✔ Twitter Ads ✔ Google Analytics 4 ✔ Google Search Console Why Choose Me? 👉🏼 Extensive experience in building custom dashboards. 👉🏼 Skilled in tools like Looker Studio, Supermetrics, SyncWith, etc. 👉🏼 Proven success in helping marketing agencies with client reporting and KPI tracking. 👉🏼 Quick learner, adaptable to any project or tool with clear instructions. Experience Highlights: 👉🏼 Worked as a BI Developer for a Forbes company, creating comprehensive dashboards in Looker Studio. 👉🏼 Managed client reporting and data visualization for marketing agencies. 👉🏼 Assisted in social media scheduling, webinar coordination, and administrative support. Let’s work together to build dashboards that save you time, impress your clients, and bring clarity to your marketing data.
    Featured Skill Microsoft Excel
    Asana
    Google Workspace
    Google Sheets
    Supermetrics
    Notion
    Slack
    HubSpot
    Data Mining
    Data Scraping
    Sales Lead Lists
    Looker Studio
    Prospect List
    List Building
    Virtual Assistance
    Lead Generation
  • $30 hourly
    • 4.7/5
    • (145 jobs)
    Learning is also a kind of earning. So, I learned Web analytics and completed 200+ projects on Fiverr and Upwork. Then I fell in love with Data Science and learned its all topics by heart along with a master degree in Data Science :) The future belongs to those who learn more and more skills so I believe that when we stop learning, we start dying. However, my existing skills along with a short description are given below. Web Analytics: Certified, experienced and best at web analytics using Matomo and Google Analytics. Web Development: PHP frameworks are my home turf and I have completed so many projects in Opencart, Codeigniter, Laravel, and WordPress. Please have a look at the portfolio to see the projects. Web scraping & crawling: Thanks to the Search Engine development project for which I crawled & scraped 1 million web documents :P so after that I always see myself doing scraping, crawling, and automation-related projects. For automation, I use selenium, beautiful soup, and Python. APIs development: As Python is in my blood so before data science, I used to work on APIs development and web scraping using Python. Big data: I have rich experience in the Hadoop eco-system using Apache Hadoop, Apache Hbase, Apache Nutch, Apache Hive, Apache Solr, etc. The detail is given below. ** Apache Hbase: How to store and retrieve data from Hbase and how to use it with Hadoop and Apache Nutch. ** Apache Nutch: How do search engines work? How to develop your own search engine using Apache Nutch as a crawler, Customization of Nutch at all phases, Tuning of Nutch for effective crawl, and a lot more. ** Apache Solr: How to use Solr for indexing purposes, How to use it in distributed mode, how to do indexing, how to analyze indexed data using different Solr clients. Matomo analytics: There was a time when I was the only Matomo related developer on Fiverr and Upwork. I have very rich experience in following tasks. ** Matomo Installation, configuration, and integration with the website. ** Matomo customization like custom dashboard development i.e., change look & feel different and you can claim that it is your custom product. ** Custom event tracking with/without Matomo tag manager ** Custom variables/dimensions, Goals, and conversions tracking. ** Conversion rate, custom reporting, and GeoIP-based correct location tracking. ** Expert to fetch tracking data through Matomo API to develop a custom dashboard or to display insights on another website.
    Featured Skill Microsoft Excel
    RESTful API
    Machine Learning
    Data Analysis
    Google Analytics
    Database Design
    Web Analytics
    Big Data
    MySQL
    DApps
    Piwik PRO
    ETL Pipeline
    Python
    Data Scraping
    Data Mining
  • $15 hourly
    • 4.0/5
    • (22 jobs)
    My education and work experience from local and multi-national companies here in the Philippines has equipped me to provide excellent work for various areas in Accounting like Accounts Payable, Accounts Receivable, General Accounting/Bookkeeping, Cost Accounting, Fixed Assets, Credit & Collection.
    Featured Skill Microsoft Excel
    Google Docs
    Microsoft PowerPoint
    Microsoft Dynamics GP
    Microsoft Word
    Microsoft Outlook
    Intuit QuickBooks
  • $20 hourly
    • 4.4/5
    • (13 jobs)
    LET'S COLLABORATE🧑🏻‍💻💯📌 Managing a growing practice can be overwhelming, but with the right support, you’ll save time, money, and stress. HIRE ME! 😉 I am a Medical Claims Biller/Revenue Cycle Specialist with over ten years of experience in US Healthcare administrative and clinical functions associated with claims processing, payment, and collection of patient service revenue. ✅ What I Bring to the Table: 📌10+ years in medical billing & revenue cycle management 📌Deep knowledge of HMO/PPO, Medicare, Medicaid, and commercial payer guidelines 📌Solid understanding of CPT and ICD-10 coding 📌Confident in communicating with payers to resolve issues and follow up on claims 📌Skilled in patient interactions across all backgrounds—explaining claims and payments clearly 📌Team player who can prioritize, delegate when needed, and handle challenges calmly 📌Strong problem-solving skills for denials, appeals, and collection issues 📌Familiar with medical terminology used in clinical documentation and claims 📌Committed to HIPAA compliance and maintaining patient confidentiality 📌Proven ability to multitask and meet deadlines in fast-paced settings Delivering reliable, responsive service with a calm, accountable approach is what I do best. I stay flexible, keep clients in the loop, and get things done. Let’s make your billing run smoother.🧑🏻‍💻💯📌💪🏻 💸
    Featured Skill Microsoft Excel
    Mental Health
    Insurance Verification
    Insurance Claim Submission
    ICD Coding
    Medical Billing & Coding
    Customer Service
    Document Review
    Phone Communication
    Data Entry
    BPO Call Center
    Email Communication
    Administrative Support
    Medical Records Software
    File Management
  • $15 hourly
    • 5.0/5
    • (3 jobs)
    Looking for a meticulous and detail-oriented professional to streamline your workflow? You’ve found the perfect match – I’m here to elevate your productivity! Let's explore my core areas of expertise: 📌 Virtual Assistance 🌐 From scheduling appointments to organizing documents, I provide top-notch virtual assistance to keep your business running efficiently. Let me handle the details while you focus on growth! 📌 Data Entry Specialist 📊 Accuracy and efficiency are my top priorities! Whether it’s entering, processing, or managing large volumes of data, I ensure precision and organization, so your information is always at your fingertips. 📌 Administrative Support 📝 Need help with reports, spreadsheets, or document formatting? I bring strong administrative skills to optimize your operations and enhance workflow efficiency. Let’s work together to streamline your tasks and enhance your business operations. Click "Invite," and let’s get started! 🚀
    Featured Skill Microsoft Excel
    Spanish
    Google
    Dropbox
    Adobe Inc.
    Administrative Support
    Email Communication
    Email Copywriting
    Content Writing
    Word Processing
    Draft Documentation
    Data Entry
    Virtual Assistance
    Legal Research
    Microsoft Office
  • $65 hourly
    • 5.0/5
    • (31 jobs)
    I have been working in Supply Chain Management for over 17 years now. After all these years managing inventory, purchases, proper balance between not too much stock & no risk of stock out, one thing I have for sure: supply chain management it's a highly complex subject! It's a very challenging area, and what gives me more enthusiasm is to have something complex in my hands and make it look simple. And you are only able to do that when you fully understand the overall process and participants. I'm a very pragmatic person, and my top technical skills are problem-solving, planning & process optimization, organization, being careful with detail, and analytical skills. Merit recognition across the career for the professionalism and capacity of keeping processes efficient and straightforward. In what soft skills are concerned, I would outline the capacity of listening, understanding, and create empathy with others (no matter who they are). These skills, along with my integrity, made me grow up professionally in a way that I'm very proud of. I would be pleased to help you develop tools for measuring Supply Chain KPIs, such as Forecast Accuracy, Inventory Cost, Inventory Turn, Stock Out, ABC Classification, Replenishment Excel tool (and so on). Also, to create a simple visual Dashboard that would help you to understand how good your Supply Chain is and how it has been improving.
    Featured Skill Microsoft Excel
    Supply Chain Management
    Supply Chain & Logistics
    Inventory Management
    Order Management
    Demand Planning
    Forecasting
    Logistics Management
    Purchasing Management
    English
    Portuguese
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How To Hire an Excel Expert

Hiring an Excel expert can significantly enhance your business's efficiency and data management capabilities. Whether you need advanced data analysis, automation, or custom dashboards, finding the right professional is crucial. 

This guide covers the essentials of hiring an Excel expert, including what they do, why they are important, and how to write an effective job post.

What is an Excel expert?

An Excel expert is a professional skilled in Microsoft Excel and related tools. They can handle complex data sets, automate processes using VBA macros, and create sophisticated dashboards and visualizations.

These experts often possess deep knowledge in areas like data analysis, financial modeling, and advanced Excel functions. They also work with other tools like Microsoft Access and Google Sheets to provide comprehensive data solutions. Excel experts can work across various industries, providing solutions tailored to specific business needs.

Why Excel experts are important

Hiring an Excel expert can bring numerous benefits to your organization. They can improve the accuracy and efficiency of data handling, automate repetitive tasks, and provide insightful data visualizations that support decision-making. 

Their expertise in advanced Excel features, such as pivot tables, complex formulas, and graphs, enables them to streamline workflows and enhance overall productivity. Additionally, they can assist in project management by organizing and analyzing project data effectively.

How to hire an Excel expert

  1. Identify your needs: Determine the specific tasks you need help with, such as data entry, analysis, or creating Excel dashboards.
  2. Define the scope: Outline the project details, including the expected deliverables and timelines.
  3. Write a detailed job post: Include clear job titles, project descriptions, responsibilities, and qualifications.
  4. Screen candidates: Review applications based on their experience, skills, and portfolio.
  5. Conduct interviews: Assess candidates' problem-solving abilities and Excel expertise, including their familiarity with MS Excel and other Microsoft Office tools.
  6. Select the best fit: Choose a candidate whose skills align with your project requirements.

Writing an Excel expert job post

A well-crafted job post is essential to attract qualified Excel experts. It should clearly define the role, responsibilities, and qualifications required.

Job post title

Use specific and clear titles like:

  • Excel Expert for Data Analysis
  • Microsoft Excel Specialist for Dashboard Creation
  • VBA Programmer for Automation Projects

Project description

Provide a brief overview of the project, outlining the main objectives and key deliverables. 

For example: "We are seeking an Excel expert to develop a custom dashboard for our sales data. The project involves data analysis, creating visualizations, and automating reports using VBA."

Job responsibilities

List typical responsibilities, such as:

  • Analyzing large data sets and providing actionable insights
  • Designing and maintaining complex Excel spreadsheets and dashboards
  • Automating tasks using VBA macros
  • Developing financial models and forecasts
  • Creating data visualizations and reports

Qualifications

Specify the essential skills and experience, such as:

  • Proficiency in Microsoft Excel and advanced functions (pivot tables, VLOOKUP, etc.)
  • Experience with Excel VBA for automation
  • Strong analytical and problem-solving skills
  • Knowledge of data visualization tools like Power BI
  • Relevant certifications or years of experience in data analysis or financial modeling
  • Familiarity with Microsoft Access, Google Sheets, and other Microsoft Office tools

Essential knowledge before hiring an Excel expert

Before hiring an Excel expert, it's important to understand the role and its impact on your business. This section provides essential insights into the responsibilities, market demand, and typical projects associated with Excel experts, helping you make an informed hiring decision.

The role of an Excel expert

An Excel expert is responsible for managing and analyzing data, creating custom solutions, and improving data workflows. 

They often work on projects involving data cleaning, financial modeling, and report automation, helping businesses make data-driven decisions. They may also integrate other software, like SQL, Python, and API connections, to enhance Excel's capabilities. Additionally, they can help with formatting and creating PowerPoint presentations for data presentations.

Hiring demand for Excel experts in 2024

The demand for Excel experts remains strong, with businesses increasingly relying on data for decision-making. With the rise of data analytics, professionals skilled in Excel, VBA, and data visualization are highly sought after. 

The Bureau of Labor Statistics (BLS) projects a 5% increase in demand for computer support specialists by 2032. 

Common Excel expert projects

Typical projects for Excel experts include:

  • Developing custom dashboards for business analytics
  • Automating data entry and report generation processes
  • Creating financial models for budgeting and forecasting
  • Conducting data analysis for market research
  • Designing templates and tools for data management
  • Implementing real-time data tracking and analysis
  • Developing Excel services for small businesses

Industries seeking Excel experts

Excel experts are in demand across various industries, including finance, healthcare, retail, and manufacturing. Sectors that rely heavily on data analysis, such as startups and tech companies, also frequently seek these professionals.

Excel expert hiring cost

The cost of hiring an Excel expert can vary based on their experience and project complexity. Junior professionals may charge lower rates, while senior experts with specialized skills can command higher fees. 

On average, Excel experts cost $12 to $30 per hour.

FAQ

This section covers key details to help you make informed decisions.

What qualifications should I look for in an Excel expert?

Look for candidates with strong Excel skills, including knowledge of VBA, data visualization, and advanced functions. Experience in data analysis and relevant certifications are also valuable.

How can an Excel expert help my business?

Excel experts can streamline your data processes, automate repetitive tasks, and provide insightful data analysis. They can help you create dashboards, financial models, and custom tools tailored to your business needs.

What is the typical project duration for Excel-related tasks?

Project duration can vary based on the complexity of the task. Simple projects may take a few days, while more complex ones, like developing a comprehensive dashboard, may take several weeks.

Hire Excel experts on Upwork

Ready to find the perfect Excel expert for your project? Post a job on Upwork today and connect with skilled professionals who can meet your business needs. 

Whether you're looking for a full-time expert or a freelancer for a short-term project, Upwork has the talent to help you succeed.

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