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
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
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
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?
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☑️ 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
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
Juan Camilo V.
Ibague, Colombia
$5/hr
5.0
4 jobs
I help businesses stay organized, make sense of their data, and run smoother operations using Excel, Google Sheets, and structured administrative support.
I am an Industrial Engineer with strong experience as a Virtual Assistant, specialized in Excel-based work, data management, reporting, and administrative support. My main strength is transforming information into clean, reliable, and easy-to-use spreadsheets while providing professional and efficient day-to-day support.
I combine technical thinking, attention to detail, and strong organizational skills to support entrepreneurs, teams, and companies with accuracy and consistency.
🟢 Core Services 🟢
✅ Excel & Google Sheets (Expert Level)
✔Advanced spreadsheets & formulas
✔Dashboards and performance tracking
✔Data entry, cleaning, and validation
✔Receipt, transaction & expense tracking
✔Merging and organizing large datasets
✔ Reports ready for decision-making
✅ Virtual Assistant & Administrative Support
✔General & executive virtual assistance
✔Email and inbox management
✔Customer support (Spanish / English)
✔Calendar organization & task tracking
✔Online research and documentation
✔File organization and data management
✅ Operations & Process Support (Industrial Engineering)
Process tracking and standardization
✔Operational and productivity reports
✔KPI monitoring and compliance tracking
✔SAP data downloads and consolidation
✔Excel + Power BI reporting workflows
✅ QA & Usability Testing
✔User flow testing
✔Screen recordings
✔Structured feedback and reports
✔Attention to detail and clear documentation
🛠 Tools & Skills 🛠
✔Microsoft Excel (Advanced)
✔Google Sheets
✔ Power BI
✔ SAP
✔ Data Analysis & Reporting
✔ Process Documentation
✔ Spanish (Native) | English (Professional) | German (Professional)
✔ Canva professional
🤝🏻 Why clients work with me 🤝🏻
✔ Strong Excel and data expertise
✔ Highly organized and detail-oriented
✔ Clear and proactive communication
✔ Reliable, fast, and deadline-focused
✔ Able to follow complex instructions accurately
Although I’m new to Upwork, I bring real operational experience, a solid portfolio of Excel-based projects, and a professional mindset focused on quality and long-term collaboration.
If you need an Excel expert who can also support you as a reliable Virtual Assistant, organize your information, and deliver clean, professional results — I’m ready to help.
Microsoft Excel
Community Management
Technical Support
Customer Service
Phone Communication
Technical Project Management
Visual Design
Visual Communication
Flyer Design
Video Design
Canva
Photograph
Photo Editing
Transcript
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