Finance Professional with 9+ years of experience providing virtual assistance, administrative support, accounting support, data management, and customer service for businesses and entrepreneurs.
I help companies stay organized, improve operational efficiency, maintain accurate records, and support day-to-day administrative and financial processes.
💼 Services I provide:
📌 Virtual Assistance
• Email & calendar management
• Internet research
• Travel arrangements
• Task coordination
📊 Administrative & Accounting Support
• Invoice tracking
• Expense management
• Accounting data entry
• Record organization
📈 Excel & Data Management
• Spreadsheet management
• Data cleaning
• Reporting support
• Database maintenance
🤝 Customer Support
• Client communication
• Follow-ups
• Administrative coordination
✅ Why work with me?
• 9+ years of professional experience
• Finance background
• Detail-oriented and reliable
• Fast learner and adaptable
• Native Spanish | Professional English communication
Microsoft Excel
Data Entry
Spanish
Administrative Support
Virtual Assistance
Customer Service
Task Coordination
Database
Accounting
Daniel M.
Medellin, Colombia
$12/hr
5.0
1 jobs
Bilingual Billing Analyst and Financial Analyst with experience in invoicing, reporting, SQL, and process improvement.
I help companies manage billing operations, improve reporting, and turn raw data into clear, actionable insights.
With over 6 years of experience working with bilingual companies (Spanish & English), I have developed a strong background in billing support, invoice review, data validation, dashboard creation, and operational analysis. My work combines business accuracy with analytical thinking, allowing me to support both day-to-day execution and reporting needs.
My areas of expertise include:
Billing and invoicing operations
Validation, and reconciliation
SQL data extraction and reporting
Advanced Excel analysis and reporting
Dashboard development in Tableau, Excel & Google Sheets
ERP support using NetSuite
Data cleanup and process improvement
Bilingual (English & Spanish) communication with teams and clients
Technical skills:
Excel: advanced formulas, Pivot Tables, Power Query, VBA, forecasting
SQL (Redshift)
Tableau
Google Sheets
NetSuite / SAP
Python
I am known for being organized, detail-oriented, and committed to high-quality results. I can support businesses that need help with billing accuracy, financial data handling, reporting workflows, and operational efficiency.
Microsoft Excel
Python
SQL
Tableau
SAP Analytics
Microsoft Power BI
NetSuite Administration
SAP
Microsoft SQL Server
Tania B.
Barranquilla, Colombia
$6/hr
4.6
3 jobs
Do you need fast and efficient data entry, Web Research, Virtual Assistant, data analysis, metrics management and expert services for your business? I can provide you with more than that. During my traditional working life, I have gained much experience in these areas and now I am looking to project myself as a freelancer. I am an Industrial Engineer with a fervent passion for turning visionary ideas into impactful realities through continuous improvement. With more than 25 years of experience in logistics and process optimization, I specialize in restructuring processes, integrating state-of-the-art technology and driving innovation. What sets me apart? -Creativity without limits -Strategy with purpose -Global adaptability -Tangible results, expert in Word, Excel, Power Point, Servidesk, etc. Effective communication and good manners are important to me. Thank you very much
Data Analysis
Data Entry
Writing
General Transcription
Virtual Assistance
Colombian Spanish Dialect
Engineering Management
Copy & Paste
Online Research
List Building
Microsoft Office
Investigative Reporting
Leadership Coaching
Testing
Spanish
Laura D.
Bucaramanga, Colombia
$20/hr
5.0
6 jobs
I engineer messy spreadsheets into professional, intuitive tools.
I am a Data Analyst and Excel Expert dedicated to building custom, automated, and user-friendly templates that simplify your professional life. Whether you need a stunning dashboard, a custom inventory management tool, or a complex financial model, I turn your vision into a high-performing reality.
With a professional background in Chemical Engineering, I’m uniquely trained to handle massive volumes of data and execute intricate calculations with absolute precision. I engineer robust spreadsheets that ensure accuracy, protect your information, and drive informed decision-making.
CORE EXPERTISE:
""""""""""""""""""""""""""
✅ Professional Interface Design: I transform messy spreadsheets into intuitive, high-performing tools. This includes designing custom navigation menus, interactive slicers, and streamlined data-entry forms that guide the user effortlessly. By implementing advanced Data Validation and Conditional Formatting, I build error-proof systems that surface relevant insights while hiding unnecessary complexity.
✅ Interactive Reporting & Visualization: Custom dashboards designed with Pivot Tables, Pivot Charts, advanced filters, and toggle methods, allowing you to view relevant insights and generate print-ready, personalized reports.
✅ Platform Migration & Compatibility: Expert at converting complex tools between Excel and Google Sheets while maintaining full functionality. I ensure that formulas, advanced charts, and data structures are seamlessly adapted to each platform's unique environment, preserving both logic and visual integrity.
✅ Advanced Data Engineering: Expert use of Power Query to connect, consolidate, and transform data from multiple sources (PDF, CSV, SQL, etc.) into a single, reliable source of truth.
✅ Advanced Modeling & Logic: Mastery of complex formulas (XLOOKUP, FILTER, LAMBDA) and custom VBA/Macros for sophisticated financial and process modeling.
✅ Security & Integrity: Implementing high-level information protection to prevent accidental formula breakage and secure intellectual property, combined with systematic auditing for high-performance models.
WHY PARTNER WITH ME?
""""""""""""""""""""""""""""""""""""
☑️ Engineered Precision: My engineering foundation means I excel at solving high-stakes, logical problems where accuracy is non-negotiable.
☑️ Scalable & Secure: I build tools that grow with your business, ensuring your Excel or Google Sheets environment remains fast, reliable, and protected.
☑️ Clear, Friendly & Multilingual Communication: I pride myself on meeting strict deadlines and providing transparent, professional updates. I am a native Spanish speaker, fluent in English and French, allowing me to support diverse global teams.
Contact me today to discuss your project!
Microsoft Excel
Excel Formula
Excel Macros
Data Analysis
PDF Conversion
Dashboard
Google Sheets
Spreadsheet Automation
Data Extraction
Data Visualization
Spreadsheet Macros
Power Query
Microsoft Power BI
Microsoft PowerPoint
Presentation Design
Daniel V.
Bogota, Colombia
$40/hr
5.0
7 jobs
Corporate Finance Specialist | Investment Banking Modeling | Excel Expert
Hi, I’m Daniel Villate, a Corporate Finance and Investment Banking professional from Colombia with extensive experience building high-impact financial models and supporting strategic decision-making for companies across multiple industries.
I combine advanced Excel mastery, strong financial modeling expertise, and a consulting mindset to deliver clear, accurate, and investor-grade outputs. Whether you need a valuation, a budgeting model, a project finance structure, or analytical support for a transaction, I can assist with precision and speed.
Core Skills & Expertise:
- Financial Modeling & Valuation: DCF, LBOs, transaction analysis, sensitivities, dashboards.
- Excel Expert: Complex formulas, VBA, macros, automation, dynamic reports, scenario tools.
- Corporate Finance: M&A support, capital structure analysis, investment memorandums, board materials.
- Project Finance: Infrastructure and renewable energy modeling (PPP, concessions, debt sizing, DSCR).
- Financial Analysis: Performance tracking, KPI dashboards, forecasts, and management reporting.
- Strategic Advisory: Financial planning, business case development, and decision-support analysis.
Why Work With Me:
- Investment Banking Quality: Deliverables designed for executives, lenders, and investors.
- Precision & Reliability: Clear structure, error-free files, and transparent communication.
- Fast Turnaround: I work efficiently without compromising quality.
- Client-Oriented: I adapt to your needs, your format, and your workflow.
Microsoft Excel
Visual Basic
Corporate Finance
Finance
Expert
Microsoft Power BI
William J.
Chia, Colombia
$40/hr
4.1
3 jobs
I work with companies that need clean reports, reliable spreadsheets, and better data organization. Most of my projects involve fixing Excel files, automating reports, or building dashboards for finance and operations teams.
I have experience working with Excel, SQL, and Power BI to create reports that are accurate and easy to maintain. Many clients come with files that became too complex over time, so I usually rebuild them in a simpler and more stable way.
I’ve worked with financial reports, forecasting, budget tracking, and business performance data, so I understand how important it is to keep numbers consistent and clear.
🏆 Typical work I help clients with:
🔑 Excel automation and reporting tools
🔑 Financial models and forecasting sheets
🔑 Power BI dashboards
🔑 SQL queries and data cleanup
🔑 Budget and cost analysis
🔑 Monthly / weekly reports
🔑 Power Query transformations
🔑 Fixing broken spreadsheets
🔑 KPI and performance reports
I focus on building tools that save time, reduce manual work, and make reports easier to use.
Microsoft Excel
Visual Basic for Applications
Data Analysis
Financial Analysis
SQL
Microsoft Power BI
Financial Modeling
Data Visualization
Power Query
ETL
Data Analytics
Dashboard
Data Cleaning
Automation
Forecasting
Google Sheets
Python
Tableau
Looker Studio
R
How it works
Post a job for freePost a job
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
KD
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
DM
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
KK
Katja Krohn
Summa Linguae
How do I hire a Excel Expert in Colombia on Upwork?
You can hire a Excel Expert in Colombia on Upwork in four simple steps:
Create a job post tailored to your Excel Expert project scope. We'll walk you through the process step by step.
Browse top Excel Expert talent on Upwork and invite them to your project.
Once the proposals start flowing in, create a shortlist of top Excel Expert profiles and interview.
Hire the right Excel Expert for your project from Upwork, the world's largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Excel Expert?
Rates charged by Excel Experts on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Excel Expert in Colombia on Upwork?
As the world's work marketplace, we connect highly-skilled freelance Excel Experts and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Excel Expert team you need to succeed.
Can I hire a Excel Expert in Colombia within 24 hours on Upwork?
Depending on availability and the quality of your job post, it's entirely possible to sign up for Upwork and receive Excel Expert proposals within 24 hours of posting a job description.