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Clients rate Excel Experts
Rating is 4.8 out of 5.
4.8/5
based on 133 client reviews
  • $190 hourly

    • 5.0/5
    • (156 jobs)
    I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Trading coaching (options, stocks, futures) - Custom trading tools (Excel only, no Python, APIs, etc.) - Data Analysis - Hedging and portfolio management Feel free to reach out regarding private wealth management as well.
    Featured Skill Microsoft Excel
    Investment Research
    Derivatives Trading
    Stock Option Agreement
    Accounting Principles & Practices
    Financial Modeling
    Financial Analysis
  • $50 hourly

    • 5.0/5
    • (4 jobs)
    I have 8 years of experience in commercial construction working on a wide range of projects from small remodels to large ground-up projects during which I have successfully performed many roles including estimating, project management, and superintendent. My speciality is turn key concrete work packages including excavation, formwork, rebar and place and finishing. Attention to detail and understanding the full project are my key strengths. My goal is to capture everything shown on the drawings, but also what is not shown on the drawings so your business is prepared to tackle the most challenging projects. As a construction professional, I know what it takes to be successful in this industry, and I want to earn your business.
    Featured Skill Microsoft Excel
    Construction Estimating
    Cost Estimate
    Construction
    Quantity Surveying
    On-Screen Takeoff
    Project Scheduling
    Bluebeam Revu
  • $50 hourly

    • 4.9/5
    • (13 jobs)
    I am experienced in creating websites, e-commerce sites and landing pages. - I offer troubleshooting and support - if I don’t know the answer, I will find it! - I am experienced in Excel especially when it comes to large volume e-commerce websites. - I love to help improve the look and feel of websites, logos, Instagram feeds and graphics!
    Featured Skill Microsoft Excel
    Ecommerce Website
    Oracle
    Shopify Templates
    Facebook
    BigCommerce
    Mailchimp
    Canva
    Website Customization
    Website
    Website Redesign
    Shopify
    Web Development
    Web Design
    Wix
  • $89 hourly

    • 5.0/5
    • (105 jobs)
    𝗨𝗽𝘄𝗼𝗿𝗸 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 🟢 100% 𝗝𝗼𝗯 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 🟢 100+ 𝗝𝗼𝗯𝘀 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗽𝗿𝗼𝗯𝗹𝗲𝗺𝘀 𝗜 𝗰𝗮𝗻 𝗿𝗲𝘀𝗼𝗹𝘃𝗲 𝗳𝗼𝗿 𝘆𝗼𝘂: 🔵 Keeping QuickBooks up-to-date and ready for tax time 🔵 Correcting errors that cause reports to be inaccurate 🔵 Catching up and/or cleaning up your QuickBooks 🔵 Fixing high or incorrect A/R balance 🔵 Remediate a high or incorrect balance in Undeposited Funds (aka Payments to Deposit) 🔵 Identifying and rectifying the problems causing high or inaccurate Sales figures 🔵 Reversing the errors causing paid invoices to still show as unpaid 🔵 Properly recording business expenses paid with personal funds 🔵 And more... I’m Gwen with Rocket City Tax Accounting LLC. In the last 15+ years I’ve helped many clients setup, cleanup, and maintain their QuickBooks. Successful business growth strategy requires accurate financial reports. So does timely completion of your business tax return(s). But unfortunately, most small business owners are juggling many responsibilities, and oftentimes accounting is not their thing. In my Portfolio section below I've posted videos which briefly cover a few of the jobs I've completed for happy clients, including cleanup/catchup and maintenance projects. 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: ✅ Elite QuickBooks Online Advanced ProAdvisor & QuickBooks Desktop ProAdvisor ✅ 15+ years of experience in accounting, bookkeeping, and tax prep (at CPA firms and companies) ✅ Experienced in QuickBooks - QuickBooks Online 10+ years, QuickBooks Desktop 15+ years. ✅ Strong attention to detail, tenacious problem-solver 𝗡𝗲𝘅𝘁 𝗦𝘁𝗲𝗽𝘀: 1️⃣ Schedule a Zoom video call to discuss your specific project requirements by replying to my proposal or sending a direct message. Then in Upwork Messages, you can click the small calendar 📅 icon in the upper right corner to access my calendar and schedule the meeting. 2️⃣ During this call let’s review your QuickBooks together via screen share. 3️⃣ After the call I’ll provide specific recommendations on how to proceed. 𝗜𝗳 𝘆𝗼𝘂 𝗵𝗶𝗿𝗲 𝗺𝗲 𝘆𝗼𝘂'𝗹𝗹 𝗻𝗲𝗲𝗱 𝘁𝗼: ➡️ Grant QuickBooks Accountant access (only Accountant users can undo account reconciliations). ➡️ Signup for my secure portal, TaxDome, for exchanging sensitive financial documents (I’ll send you an invite). ➡️ Upload bank and credit statements for all unreconciled months through TaxDome for added security. 📞 Schedule a Zoom video call today in the Upwork Messages screen 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗜 𝘂𝘀𝗲 𝗳𝗼𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀: 🟢 QuickBooks Online and Desktop (of course) 🟢 TaxDome secure client portal 🟢 G-Accon Google Sheets to QuickBooks for bulk import/export 🟢 SaasAnt - same as G-Accon but with different features 🟢 DocuClipper for bulk transaction extraction from account statements 🟢 DocParser - bulk extraction of invoice line items 🟢 Chat GPT for transforming text data into columns, for QuickBooks import 🟢 Patriot Payroll, Gusto Payroll, QuickBooks Payroll 🟢 Qbox - remote access to QuickBooks Desktop files 🟢 RightTool Pro for bulk transaction edit in QuickBooks Online 🟢 Zoom – video conferencing with clients 𝗢𝘁𝗵𝗲𝗿 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗜 𝘂𝘀𝗲: 🔵 Drake Tax for tax preparation 🔵 Calendly 🔵 Clickup 🔵 Adobe Acrobat Pro and Adobe PhotoShop 🔵 WordPress 🔵 Loom 🔵 Microsoft Word, Excel, Access, PowerPoint 🔵 Google Workspace
    Featured Skill Microsoft Excel
    Training
    Accuracy Verification
    Tax Return
    Tax Preparation
    Payroll Accounting
    Balance Sheet
    Chart of Accounts
    Account Reconciliation
    Bank Reconciliation
    Accounting Principles & Practices
    Bookkeeping
    Accounting
    Intuit QuickBooks
    QuickBooks Online
  • $45 hourly

    • 4.9/5
    • (68 jobs)
    When you enjoy what you love doing then growing and learning never stops.I have been working as a Bookkeeper for the over 8 years handling wide range of clients from small business owners to large corporations. As a QuickBooks Advanced Proadvisor certified, I can provide assistance to manage accounting for personal, small companies, and larger corporations businesses: Specialize *Company books setup *Clean-up of Books *Accounts receivable *Accounts payable *Accounts reconciliation *Char of Accounts Set up *Payroll setup and processing (941, 940, State Withholding) *Year end filing for W-2 & 1099 *Sales tax returns (State, Counties, Cities, & Special) *Inventory *Training screen sharing *Conversions * IOLTA trust accounts (law firms) *QuickBooks Integration with other programs *Importing and exporting transactions *Data Entry *Remote Support *Monthly/Quarterly/Annual company reports for year-end closing *Familiar with Wave & Xero as well *Tax return preparations for individual (Personal tax return), freelancer, Single member LLC, Partnership, and Corporations. Also, help syncing third party account integration like T-Sheets, Expensify, Shopify, Amazon, HubDoc, Xero, Bill.com, Square, Excel, and many others to make data entry life easy. My services are were preferred by CPA's as well because I analyze everything to keep clients books accurately. Doing efficient work is my goal and security is my top priority. Over the years it has been my “specialty” to clean-up after less experienced bookkeepers by getting a company’s books in order and then maintaining their integrity. Integrity of a company’s books is my goal with each project. I am fast and efficient and worth the cost. Tired of paying those fly by "bookkeepers" and having to clean up their mess. I am affordable...less than what you would pay your CPA and I am good at what I do. You won't be disappointed Look forward to work with you and always happy to assist you to take your business to a next level. My extensive experience with new clients and current clients who are just starting up or already in business helping them either set up, clean up or maintain their books will definitely be beneficial for anyone looking to have a clear picture of their business finances
    Featured Skill Microsoft Excel
    Bookkeeping
    Accounts Receivable Management
    QuickBooks Online
    Accounting Software
    Accounts Payable Management
    Accounts Payable
    Tax Preparation
    Accounts Receivable
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $75 hourly

    • 5.0/5
    • (21 jobs)
    I have over 20 years experience as a business systems analyst, including developing Microsoft Access and Excel solutions for data management and business process applications. I wrote my first computer program when I was 13 years old and have enjoyed learning more about computers throughout my lifetime. I have spent my entire professional career in supply chain operations & planning in the defense and automotive industries, allowing me to learn programming in the real world in fast-paced environments. My specialty is interconnectivity between systems and building applications in Microsoft Access, automating Excel functions with VBA, and making them work together. I have also completed numerous client projects in Google Apps (Sheets, Slides, Drive, etc) through custom Apps Script development. I am looking for opportunities to help others by listening to your needs and then delivering excellent tools to help you enhance your business.
    Featured Skill Microsoft Excel
    Microsoft Office
    Database Design
    Google Sheets
    Database Programming
    Data Analysis
    Dashboard
    Microsoft Access Programming
    Data Cleaning
    Business Analysis
    Microsoft Access
    Python
    SQL
    JavaScript
  • $12 hourly

    • 5.0/5
    • (12 jobs)
    Authorized to work in the US for any employer. I am a dedicated and punctual worker. I will do the job to the best of my abilities at all times. I do currently have a full-time job but I am looking for a side job to make extra money. I will take this job as seriously as my full-time job and give it the same amount of care and attention.
    Featured Skill Microsoft Excel
    Phone Communication
    Microsoft Word
    Customer Service
  • $30 hourly

    • 4.5/5
    • (19 jobs)
    I have over ten years of experience as a bookkeeper. I can assist you with QuickBooks online, desktop, or quicken. It is my goal to assist small and medium-sized businesses with the upkeep and cleaning up of their books. My experience includes working with companies with multiple locations as well. I have assisted companies with revenues ranging from $20,000 to $50 million. I am also able to assist with personal finances using Quicken. I have experience as an office manager. I am experienced in submitting sales tax with certain states. My experience also includes handling health benefits, business licenses, and employee on-boarding and off-boarding. I, have comprehensive knowledge of accounting principles, payroll, journal entries, invoicing, and customizing reports. - Experience in reconciling, finding and resolving any discrepancies. This helps you make better choices for your company financially. -Expertise in developing and delivering monthly, quarterly, and annual Profit and Loss statements and Balance Sheets for management within strict deadlines. -Excellent technology skills. Proficient with MS Office, QuickBooks, Quicken ADP, Paylocity, Slack, Tax Dome, Dtools, Toast, and Prosource
    Featured Skill Microsoft Excel
    Intuit Quicken
    Purchase Orders
    Accounts Receivable Management
    Accounts Payable Management
    Invoicing
    Employee Onboarding
    Account Reconciliation
    QuickBooks Online
    Google
    Accounts Receivable
    Accounts Payable
    Payroll Accounting
    Intuit QuickBooks
    Bookkeeping
  • $20 hourly

    • 5.0/5
    • (20 jobs)
    Hi, I'm Linda. The qualities that I will bring to you include: • Extensive experience o Data entry o Document production, editing and conversion o Transcription o Proofreading o OCR o Writing summaries and chronologies • Proficient with: o Office 365 (Word, Excel, PowerPoint) o Google Sheets o Adobe o Summation o Nextpoint o Relativity o IPRO • Genealogy websites and DNA databases o Ancestry o GEDMatch o My Heritage o Genealogy Bank o Family Search o Family Tree DNA o Find A Grave o Newspapers.com o Fold3 • Leadership o Led an entire data entry section • Skills o Strong attention to detail o Reliable and dedicated o Speed and accuracy o Organization o Multi-tasking o Research and analysis I love research and analysis. I am passionate about learning new things. When I don't know how to do something, I will research extensively until I find the answer. This has served me well in my professional life as I have helped solve many problems that occur while performing job-related tasks. I am always looking for new opportunities to put my skills to work to help clients be successful.
    Featured Skill Microsoft Excel
    Database
    Database Management System
    PDF Pro
    Adobe Acrobat
    Microsoft Word
    Office 365
  • $19 hourly

    • 5.0/5
    • (15 jobs)
    Experienced And Driven Accounting/Health Coordinator/Logo Designing with knowledge in IT. Plenty more skills. Contact me to get to know me more!
    Featured Skill Microsoft Excel
    Job Costing
    Purchase Orders
    Phone Support
    Logo Design
    Life Insurance
    IT Support
    Invoicing
    Notarization
    Microsoft Outlook
    Accounts Payable
    Accounts Receivable
  • $30 hourly

    • 4.7/5
    • (19 jobs)
    My hours, available times, and pay are flexible to meet your needs! I am a college-educated and skilled Business Professional and experienced Administrative/Executive Assistant with over 20 years of experience in almost all office-related functions, including Project Management, Bookkeeping, Accounts Payable & Receivable, Marketing, Customer Service, and Data Entry in varying industries. I have worked in the following industries: Construction, Insurance, Accounting, Marketing, Retail, Advertising, and Recruiting. I am proficient in both Microsoft and Google Suites and have worked with multiple CRMs including HubSpot, SalesForce, Monday.com, as well as various project management software applications. I am a notary public in the state of Alabama. I am able to type 80 wpm with 99% accuracy. I am always eager to learn new things and adjust quickly and easily to new projects. I pride myself on my communication skills, both written and verbal, as well as my attention to detail. I am easy to get in touch with and very responsive. Thank you for viewing my profile and I look forward to the opportunity to work with you! References are available upon request.
    Featured Skill Microsoft Excel
    General Transcription
    Writing
    Market Research
    Office Administration
    Invoicing
    Administrative Support
    Salesforce
    CRM Software
    Data Entry
    Microsoft Word
    Google Docs
    Microsoft Office
  • $50 hourly

    • 4.7/5
    • (24 jobs)
    I'm Xero Certified & a QuickBooks Certified ProAdvisor that is determined to make your life easier by taking the (sometimes) daunting and/or time-consuming task of managing your books off your shoulders. I'm a quick study and dedicated to being continually learning so that I can best serve you.
    Featured Skill Microsoft Excel
    Account Reconciliation
    Accounts Receivable Management
    Accounts Payable Management
    Accounting Software
    Balance Sheet
    Wave Accounting
    Intuit QuickBooks
    Light Bookkeeping
    QuickBooks Online
    Bookkeeping
    Cash Flow Statement
  • $45 hourly

    • 5.0/5
    • (3 jobs)
    Designed and developed software / database applications for more than 20 years. My experience includes expert level knowledge across many operating systems, hardware platforms, and database languages.
    Featured Skill Microsoft Excel
    Microsoft SQL Server Programming
    SQL Programming
    Visual Basic for Applications
    Database Design Consultation
    Database Maintenance
    Database Development
    Database Query
    Database Design
    Visual Basic
    Microsoft Access
    Software Design
    Software Architecture & Design
  • $56 hourly

    • 5.0/5
    • (2 jobs)
    I have been in programming for over 30 years now. I have worked with mainframes, mid size frames and servers of all sizes. I have programming language experiences in RPG, CL, Visual Basic, Visual RPG, Object Oriented programming. I have developed full ERP systems using Microsoft Access and Microsoft SQL database for backend. I have a complete understanding in accounting and finance. My strength is taken any process and making it more streamlined and efficient. I have help over thirty different manufacturers stream line their process of the production and shipping . I have worked in all areas of barcoding and scanning. I have worked and developed many EDI systems and worked with large customer and suppliers to connect them using EDI integration. I also Work a lot with QuickBooks, Sage 50, Southware ERP , Epicor and múltiples other ERP system. I was a IT directory of large corporations for over 15 years before starting my IT company. .
    Featured Skill Microsoft Excel
    Label Design
    QuickBooks Online
    QuickBooks Enterprise
    Zoho Analytics
    NetSuite Administration
    MySQL
    Office 365
    Microsoft Exchange Online
    ERP Software
    Sage 50cloud
    Microsoft SQL Server
    Seagull Scientific BarTender
    RPG Development
    Microsoft Access Programming
  • $40 hourly

    • 5.0/5
    • (1 job)
    Saving you money and time with accurate and easy to understand takeoffs and estimates is what I do. I specialize in Multi-Family and Mix-Use developments with experience in heavily themed projects. Divisions 4, 6, 7, 8, 9, 10, 11, & 12 are my most frequently estimated scopes. Completing detailed lumber, masonry, and siding takeoffs and estimates are my bread and butter. I am excited and eager to help you save time and money with your next project! I am currently working for a heavy civil contractor continuing to learn and grow in the world of estimating and preconstruction.
    Featured Skill Microsoft Excel
    Construction
    Bluebeam Revu
    STACK Takeoff & Estimating
    Cost Estimate
    On-Screen Takeoff
    Phoenix
    Pre-Construction
    Construction Estimating
    Autodesk AutoCAD
  • $65 hourly

    • 5.0/5
    • (2 jobs)
    I provide accounting services for a wide range of business clients, from F&B to large equipment rental. Skills: Month- end, P&L, Statement of cash flows, Balance sheet, Inventory management, Budgeting, GL, Account reconciliation, Financial analysis, asset validation Proficient in GP, Salesforce, Netsuite, Quickbooks, Jonas, Sage, Premier Depreciation, Concur, ADP, Paycor, Peoplesoft B.S. Accounting from University of North Carolina Charlotte
    Featured Skill Microsoft Excel
    Concur
    Microsoft Dynamics GP
    Financial Analysis
    Inventory Management
    Financial Accounting
    Income Statement
    Account Reconciliation
    Sage
  • $35 hourly

    • 4.9/5
    • (57 jobs)
    • 10+ years of experience in writing and editing technical articles, blogs, and documents, including newsletters, presentations, proposals, user and installation guides, and various web content. • Experience with various coding languages, including Java, Python, and C++. • Extensive catalog of work published by various online outlets, including Techzillo, CostHack, FlightDeck, and many noncredit ghostwriting publications. • Excellent at researching and collaborating with experts and team members to gather information, identify relevant data and audiences, and deliver high-quality documents and content. • Efficient at overseeing large projects and teams, planning and prioritizing work, identifying relevant data and audiences, and delivering high-quality content. • Strong research capabilities and a versatile writing style that allows for the creation of several different types of high-quality content, including website copy, blog posts, articles, end-user documentation, YouTube scripts, podcasts, and more. • Fast learner with a background in computer science with outstanding listening, verbal, and written communication skills and an ability to manage multiple tasks and deadlines. • Additional skills include web design, game design, and software engineering. Authoring Software: Microsoft Office Suite, Google Docs, Google Sheets, Adobe Acrobat, Visio Source Control: Git, GitHub Content Management: WordPress, Wix, Notepad++, HTML, JSON, Java, SQL
    Featured Skill Microsoft Excel
    Software Design
    Content Research
    Java
    Game Design
    Documentation
    Content Creation
    Content Writing
    Blog Writing
    Blog Content
    Website Content
    Microsoft Word
    Fact-Checking
    Technical Writing
  • $40 hourly

    • 5.0/5
    • (2 jobs)
    I’m passionate about nonprofit writing. I am a grant writer with 5 years of experiencing writing grants for nonprofit clients and small businesses. I've secured over 5 million dollars in grant funding in my career. I'm connected to a network of grant opportunities to help find you the funding you need!
    Featured Skill Microsoft Excel
    Editing & Proofreading
    Nonprofit
    Grant Application
    Proposal Writing
    Curriculum Development
    Curriculum Mapping
    Ghostwriting
    Adobe Creative Cloud
    Classical
    Case Management
    Religious, Charitable & Nonprofit
    Social Media Content Creation
    Research & Development
    Marketing Strategy
    Copywriting
    Adobe Acrobat
    Research Papers
    Copy Editing
  • $50 hourly

    • 5.0/5
    • (8 jobs)
    I began working in the legal field when I was a teenager as a part time secretary. I knew then that this is what I wanted to do. As an adult, I decided to go to school and earn an Associates in Applied Science Degree in Office Administration as a Paralegal. I graduated with honors from Shelton State in May, 2014. Now, I am a Paralegal for Brinyark & Frederick, P.C. in Northport, Alabama. I enjoy my work and am passionate about helping our clients in whatever way I am able.
    Featured Skill Microsoft Excel
    Divorce
    Child Custody
    Legal Writing
    Document Formatting
    Customer Service
    Family Law
    Legal Research
    Office Administration
    Legal Drafting
    Law
    Legal
    Microsoft Word
    Scheduling
  • $75 hourly

    • 4.9/5
    • (5 jobs)
    I am an experienced VBA programmer that understands business processes, and how to automate them in order to increase efficiency and bring standardization to the process. I have written VBA scripts to automate many processes interacting with a wide variety of other software including: Bartender, Adobe, SAP, Windows file explorer, Printers, Dymo, and others! If you are looking just to Automate a repetitive task in Excel, to Automate data download and cleaning, or even if your project is more of a high level and complicated task, then I am the contractor you have been looking for!
    Featured Skill Microsoft Excel
    Spreadsheet Software
    System Automation
    SAP Programming
    SAP
    Scripting
    Automation
    Visual Basic for Applications
  • $45 hourly

    • 5.0/5
    • (11 jobs)
    My technical skills include: ✅ Python | Flask, Pandas, Selenium ✅ Database | BigQuery, Postgres, MySQL ✅ Google Cloud Platform ✅ BI/Analysis | Excel, Sheets, PowerBI, Metabase, Tableau In an industry brimming with technical talent, my distinct edge lies in not just possessing advanced technical skills, but in deeply comprehending what clients truly need. My track record consists of a diverse range of projects, successfully delivered to both tech-savvy and non-technical clients. What sets me apart is my proven ability to understand and navigate complex projects, ensuring effective execution and client satisfaction. My commitment to each project goes beyond mere completion; I strive to deliver solutions that genuinely resonate with the client's vision and goals. Let's collaborate to turn your ideas into impactful realities. Let's work together!
    Featured Skill Microsoft Excel
    Machine Learning
    Data Analysis
    Python
    Tableau
    Dashboard
  • $80 hourly

    • 5.0/5
    • (47 jobs)
    Why Choose Me: I'm a Bookkeeping Nerd! I love accounting and getting the opportunity to help small businesses! I have two decades of experience and knowledge that I will use to help YOUR business succeed! Why stress about your bookkeeping? I'm ready to help you! I have a BACHELOR’S degree in accounting from AUBURN and 20 years of experience providing bookkeeping and payroll services to businesses in all industries. I am a QUICKBOOKS ONLINE CERTIFIED PROADVISOR, and have certifications in most accounting and payroll software. I am detail-oriented, focused, efficient, and my vast experience offers an added level of expertise to my clients’ bookkeeping needs. Accounting Software: QuickBooks Online and Desktop, Xero, FreshBooks, and Wave Payroll Software: QuickBooks, Gusto, Paychex, ADP, Patriot Property Management/Other: Buildium, Rent Manager, Appfolio/Other: Clio, Avalara Specialized fields: Government Contractors, Real Estate/Property Management (inc 1031EXC), Online Retailers/Sellers, Manufacturing, Construction, Law Firms, Nonprofits, Professional Agencies, and Startups.
    Featured Skill Microsoft Excel
    London Computer Systems Rent Manager
    Xero
    Buildium
    FreshBooks
    Gusto
    Financial Reporting
    Payroll Accounting
    Accounting
    Bank Reconciliation
    Account Reconciliation
    Chart of Accounts
    Bookkeeping
    General Ledger
    Intuit QuickBooks
  • $50 hourly

    • 5.0/5
    • (7 jobs)
    I love helping with a variety of jobs. I am an expert in Microsoft Excel and Google Sheets and can help with any spreadsheet, data, charts, forecasting, or other needs. I also have experience with graphic design and website optimization.
    Featured Skill Microsoft Excel
    Microsoft Excel PowerPivot
    Google Sheets Automation
    Word Processing
    Spreadsheet Skills
    Formula Language
    Excel Formula
    Graphic Design
    Finance
    Microsoft PowerPoint
    Chart Presentation
    Spreadsheet File Format
    Spreadsheet Automation
    Data Analysis
    Google Sheets
  • $45 hourly

    • 5.0/5
    • (4 jobs)
    On UpWork, Caleb helps real estate investors determine where the puck is going. By utilizing public and private data, Caleb is able to hone down on the exact zip code that will experience the most appreciation. Caleb utilizes tools such as: - US Census data - Household incomes - Location Quotients - Employment data - City Plans and General Plans - MPO's and more Prior to consulting, Caleb worked for Realty Income Corporation on the Asset Management team. Here he oversaw a portfolio of vacant/to-be-vacant retail assets transacting over $20M+. Prior to Realty Income Corporation, Caleb worked with the Market Research department at CoStar Group. Here he collected, gathered and synthesized data of over $500M+ in total asset value. Caleb is responsive, quick, and will not settle until the job is above and beyond expectations.
    Featured Skill Microsoft Excel
    Airtable
    System Automation
    Microsoft Outlook
    Zapier
    Automation
    Make.com
  • $40 hourly

    • 5.0/5
    • (1 job)
    With my background in the financial and mortgage industry, I am a multifaceted individual who would love to help you. My current skill set has prepared me for variety of things, such as clear and concise communication with clients, maintaining a strict schedule, multitasking to get tasks completed, and providing amazing client service. Communication and great service is key to repeat clientele.
    Featured Skill Microsoft Excel
    Inventory Management
    Multitasking
    Salesforce
    Typing
    Microsoft Outlook
    Microsoft Word
    Organizational Background
  • $75 hourly

    • 4.6/5
    • (14 jobs)
    ⭐Top Rated Plus, representing the top 3% of performers on Upwork⭐ 🤝Contact me for pricing to suit your business needs or feel free to send me your job post! I am a seasoned professional in financial advisory and data management. With an educational background in legal studies from Point Park University and an MBA from Youngstown State University, I bring a combination of academic rigor and practical expertise to every project. My journey in the M&A corporate world spans over eight years, beginning with a six-year tenure at a leading dental company. There, I played a pivotal role in acquiring over 160 dental practices and navigating through two major recapitalizations, honing my skills in data management, financial analysis, and strategic planning. I provide top-notch executive assistance, focusing on financial analysis and business growth strategies. My qualifications include several certifications from the Corporate Finance Institute, such as Accounting Principles and Standards, Budgeting and Forecasting, and FP&A Monthly Cash Flow Forecasting. This extensive knowledge base ensures I provide insightful analysis and actionable recommendations. Embracing the principles from "Buy Back Your Time" by Dan Martell, I focus on efficiency and effective delegation to maximize the time of the executives I support. As a force multiplier, my role is to enhance your capacity to focus on strategic growth while I manage the critical yet time-consuming day-to-day operations. This strategic partnership not only propels business efficiency but also fosters a balanced and productive work environment. I specialize in transforming complex data into clear, concise, and visually appealing formats. Whether managing databases, creating intricate spreadsheets, or converting documents, my goal is to deliver efficient and high-quality service. My proficiency in software like Microsoft Excel and Google Sheets enables me to tackle diverse data-related challenges. My work ethic centers on precision, efficiency, and clear communication. I understand the importance of accurate data entry and analysis, ensuring every piece of information is handled with utmost care. Collaboration is key in my approach, working closely with clients to understand their specific needs and objectives. This collaborative spirit, combined with my technical skills and financial acumen, makes me an ideal partner for businesses seeking streamlined operations and deeper financial insights. Choose me for your next project, and let's work together to achieve your business goals with efficiency, accuracy, and professional excellence.✨
    Featured Skill Microsoft Excel
    Executive Support
    Travel Planning
    Calendar Management
    PDF Conversion
    Adobe Acrobat
    PDF Pro
    Document Conversion
    Administrative Support
    Pitch Deck
    Spreadsheet Skills
    Business Valuation
    Financial Analysis & Valuation
    Financial Analysis
    Microsoft Office
  • $110 hourly

    • 5.0/5
    • (1 job)
    Highly analytical, critical thinker, customer-focused and results-driven professional with 10+ years of analytical experience, passionate about business and data storytelling, utilizing Tableau and SQL to bring to the forefront data-driven insights that directly impact business results. ACHIEVEMENTS ● Mentored 10+ individuals on requirements gathering, data cleansing, wireframing, SQL, Tableau, and data visualization best practices. ● Consistent track record of delivering insights with a direct financial business impact in both supervisory and individual contributor roles: $20+ million in revenue, $10+ million in cost savings. ● Developed the business intelligence strategy for a multi-million-dollar division, designing a 12-month roadmap to mature analytics, focused on data architecture, data governance, and reporting. ● Lead COVID-19 Tableau report developer for largest insurance company in Alabama.
    Featured Skill Microsoft Excel
    Finance & Accounting
    Data Analytics Framework
    Data Analytics & Visualization Software
    Data Analytics
    Data Analysis
    Google Slides
    Presentation Design
    Snowflake
    Visualization
    Tableau
    Data Visualization
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