Name: Excel Experts
Brand: Upwork
Rating: 4.9 (389 reviews)

Check out Excel Experts in New Jersey with the skills you need for your next job.

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Clients rate Excel Experts

4.9/5

based on 389 client reviews

$40 hourly
- 5.0/5
- (22 jobs)
I help small business owners and entrepreneurs confidently grow their businesses with my bookkeeping and QuickBooks Online skills. With over 10 years of bookkeeping, you can be sure I will keep your books up to the standards. Studies show that efficient bookkeeping makes businesses more profitable, saving owners between $3,000-$10,000 and over 180 hours yearly to bring in more revenue and spend more time with their loved ones. As a certified QuickBooks ProAdvisor, I can recommend the right QuickBooks plan depending on your business needs, set up QuickBooks Online, integrate applications, teach you how to use them, or take over your books completely leaving you with more time to spend where it really matters. Cloud bookkeeping is very efficient and allows for a flexible lifestyle. With over 700 Intuit-approved applications we can find industry-specific apps. With cloud bookkeeping, you'll be able to get rid of paper junk, obtain real-time financial data, and up-to-date financial reports to help make decisions on the go.

Microsoft Excel
Account Reconciliation
Google Docs
QuickBooks Online
Bookkeeping
Data Entry
Accounts Payable
Accounts Receivable
Intuit QuickBooks
Bank Reconciliation
$55 hourly
- 5.0/5
- (27 jobs)
I have 10+ years of experience in creating functional and visually appealing vba excel workbooks and dashboards. However, my excel knowledge is only half the package. I strive to not only deliver the finished project but ensure complete customer satisfaction. I am organized, accurate, reliable, and detailed orientated. You will walk away from the project content with both the work that was completed and my work ethic. What distinguishes me from others in my field? I have a wide range of experience in creating workbooks for different fields such as purchasing, engineering, planning, human resources, and finance. I am not confined to a box and mix and merge my experiences to successfully complete my projects. I look forward to not only doing a job right, but surpassing all expectations.

Microsoft Excel
Administrative Support
Macro Programming
Dashboard
Data Visualization
Financial Analysis
Intuit QuickBooks
Accounts Payable
Bank Reconciliation
$40 hourly
- 5.0/5
- (13 jobs)
Professional with experience working in fast-paced environments demanding strong organizational, technical, and interpersonal skills. Trustworthy, reliable, and committed to excellent customer service, assistance to professionals and team management. Organized, focused, detail-oriented, creative, and resourceful in creating and developing projects or assignments.

Microsoft Excel
Data Entry
Administrative Support
Customer Relationship Management
PDF Conversion
Graphic Design
Order Processing
$150 hourly
- 5.0/5
- (74 jobs)
Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.

Microsoft Excel
Visual Basic for Applications
Investment Research
Investment Strategy
Chartered Financial Analyst
Portfolio Management
Financial Modeling
Financial Analysis
$90 hourly
- 5.0/5
- (31 jobs)
Are you an e-commerce business owner that is overwhelmed with keeping up with what it takes to run a business and maintain your bookkeeping? I am a QBO Proadvisor that specializes in E-commerce bookkeeping for businesses that sell on Shopify, Amazon, Etsy, Ebay, Wix & Woocommerce. I have worked for many years as a bookkeeper, in very different industries in the profit and non-profit sector but i have found that e-commerce bookkeeping is my passion. Every sales platform and every different payment processor has its own unique way of acquiring the knowledge that is needed for proper reporting. E-commerce bookkeeping requires a large foundation of technical language and processes to properly report sales. My clients have shared the frustration of dealing with other bookkeepers and accountants that don't really understand the e-commerce world. Their books are a mess and they are overwhelmed. Working through the clean up and nuances that come with each sales platform and payment processor is exciting to me. Not to mention, addressing Paypal, it is a tough challenge that I truly enjoy. I am detail oriented, professional, thorough, and organized. In addition, I can provide training in the applications necessary for you to understand your business. I am a certified Quickbooks ProAdvisor, certified in HubDoc and experienced in Google Docs as well as Microsoft Office.

Microsoft Excel
Shopify
Shopify Apps
Sales Tax
Financial Reporting
Accounts Payable Management
Accounts Receivable Management
Bookkeeping
Intuit QuickBooks
Accounting Software
Bank Reconciliation
$60 hourly
- 5.0/5
- (74 jobs)
I am very hardworking and dedicated to my work. I enjoy researching and reviewing various codes and regulations. I also ensure all my professional work are completed in a professional matter and within the specified time frame.

Microsoft Excel
Electrical Layout Design
Electrical Engineering
Engineering Design
Electrical Design
Photometric Analysis
Power System
Load Calculation
Power Distribution
Bluebeam Revu
Lighting Design
Microsoft Word
Residential Design
Autodesk Revit
Autodesk AutoCAD
$100 hourly
- 5.0/5
- (5 jobs)
With over 30 years of experience in commercial banking, consulting, and investment banking, I bring expertise in creating financial models and pitch decks that effectively convey business models and growth potential. My background includes maintaining books and records for various businesses, including a FINRA-member broker-dealer, utilizing my Series 27 FINOP qualification. I frequently partner with clients on FP&A projects, offering services such as financial modeling, detailed financial analysis, and QuickBooks reviews. Recently, I developed KPIs and a board presentation for a SaaS technology company to enhance communication with investors. Additionally, I have extensive experience in mergers and acquisitions, helping companies prepare for a sale or a capital raise. Let’s discuss how I can assist with your needs.

Microsoft Excel
Presentations
Business Analysis
Business Presentation
Venture Capital Consulting
Private Equity
Bankruptcy
Management Accounting
Investment Banking
Microsoft PowerPoint
Accounting Advisory
Mergers & Acquisitions
Funding Needs Assessment
Accounting
Finance & Accounting
$45 hourly
- 5.0/5
- (5 jobs)
I am an experienced Operations Manager and Financial Analyst with a proven track record in optimizing processes, reducing costs, and driving measurable results. With over 9 years in roles ranging from Amazon Area Manager to healthcare acquisitions, I have consistently delivered improvements in efficiency and performance. I’ve led teams, enhanced billing operations, and contributed to significant cost savings. My expertise includes financial modeling, data analysis, and proficiency in Microsoft Excel, ensuring accurate and insightful decision-making. Let's collaborate to achieve your goals with precision and efficiency.

Microsoft Excel
Revenue Cycle Management
Financial Report
Income Statement
Project Management
Supply Chain Optimization
Acquisitions
Process Optimization
Team Management
Operational Planning
KPI Metric Development
Financial Modeling
SWOT Analysis
Data Analysis
Financial Analysis
$32 hourly
- 5.0/5
- (161 jobs)
I am a British native, currently residing in the United States. I have 20+ years of transcription, proofreading, and editing experience, which includes legal, medical, financial, corporate, technical, academic, journalistic, and forensic transcription. I am very familiar with British, Australian, non-native English, and North American regional accents and dialects. I specialize in hard-to-hear and poorly-recorded audio recordings. My clients include film, television and multimedia production companies, having worked on shows for the UFC, The Animal Planet, Fox News, plus many independent movies and documentaries. I also work with journalists, researchers, law firms, and institutes of higher learning. I pay meticulous attention to detail, my listening skills are impeccable, and I take great pride in every transcript that I produce. I type 70 wpm and my transcripts are guaranteed to be over 98% accurate. My transcription services include: Podcasts Television and radio broadcasts Streaming media YouTube videos Court hearings, interrogations, and legal depositions Seminars and public speeches Workshops and training sessions Recorded telephone conversations I sincerely appreciate you considering me for your next transcription project.

Microsoft Excel
Typing
Microsoft Word
Editing & Proofreading
Google Docs
Google Sheets
Document Conversion
Accuracy Verification
Proofreading
Data Entry
Document Control
Word Processing
Legal Transcription
General Transcription
Medical Transcription
$32 hourly
- 5.0/5
- (7 jobs)
Hello and thank you for your interest in my profile. I am a French native speaker, born in France where I grew up, studied and worked before moving to the US with my family. With 15+ years of translation experience gained by working in a bilingual educational institution, I have acquired an extensive expertise in translating, editing and proofreading from English to French (France) and French (France) to English. My areas of expertise are as follows: • General Documents/Files (Word, Excel, PowerPoint, PDFs) • Apps and Website (User interface, Keywords & Content Description) • Social Media Ads (Facebook, Instagram or Google, etc.) • Marketing Content (Social Media, Advertising, Press Releases) • Articles (Blogs, Web Content) • Subtitles (Transcription, Captions, SRT Files) Looking forward to hearing from you soon. (French version below) -- Bonjour et merci de l'intérêt que vous portez à mon profil. Je suis de langue maternelle française, née en France où j'ai grandi, étudié et travaillé avant de m'installer aux États-Unis avec ma famille. Avec plus de 15 ans d'expérience en traduction acquise dans un établissement d'enseignement bilingue, j'ai développé des compétences approfondies en traduction, de relecture et révision de l'anglais vers le français (France) et du français (France) vers l'anglais. Mes domaines de compétence sont les suivants : - Documents/fichiers généralistes (Word, Excel, PowerPoint, PDFs) - Applications et sites web (interface utilisateur, mots-clés et description du contenu) - Annonces sur les réseaux sociaux (Facebook, Instagram ou Google, etc.) - Contenu marketing (réseaux sociaux, publicité, communiqués de presse) - Articles (Blogs, Contenu Web) - Sous-titres (Transcription, sous-titres, fichiers SRT) Dans l'attente de vous lire prochainement.

Microsoft Excel
Microsoft PowerPoint
Search Engine Optimization
Adobe Illustrator
Editing & Proofreading
Mailchimp
Canva
Adobe Photoshop
French to English Translation
Content Localization
French
English
Subtitles
$75 hourly
- 5.0/5
- (48 jobs)
Accomplished Financial Modeler with a robust corporate finance background, excelling in budgeting, forecasting, financial analysis, and fractional CFO services. Proficient in Financial Planning and Analysis (FP&A), specializing in crafting detailed financial models for startups seeking funding, guiding growth-phase companies on investment options, and assisting mature companies in strategic planning for exit options. Skilled in employing storytelling techniques through financial models and presentations. Capable of serving as an extended arm for investor communication, enhancing transparency and fostering strong relationships. Key Skills and Accomplishments: -Financial Modeling: Proficient in developing intricate financial models aligned with business strategies, incorporating critical metrics, valuations, and funding roadmaps, utilizing tools such as MS Excel for precision and flexibility. -Budgeting and Forecasting: Demonstrated ability to design and manage effective short- and long-range financial plans, empowering businesses to optimize cash flow and make informed decisions. -Financial Analysis: Expertise in conducting in-depth financial analysis and reporting, conducting regular health checks through balance sheets, profit and loss statements, aged payables and receivables reports, and cash flow forecasts. -Fractional CFO Services: Trusted partner in providing fractional CFO services, contributing strategic financial leadership and guidance without the need for a full-time commitment. -Startups and Growth-Phase Companies: Specialized in creating financial models tailored for startups aiming to raise funds and supporting growth-phase companies in evaluating investment options for sustainable expansion. -Mature Companies: Experienced in assisting mature companies in strategic financial planning, including evaluation of exit options. -Pitch Deck Creation: Proficient in developing visually appealing pitch decks that effectively communicate financial strategies, business potential, and investment opportunities, incorporating storytelling techniques for impactful presentations. -Investor Communication: Capable of serving as an extended arm for investor communication, enhancing transparency, and fostering strong relationships through clear and insightful financial reporting, supported by interactive Power BI dashboards. As a results-driven Financial Modeler, I am committed to leveraging my skills and experience to enhance financial visibility, drive strategic decision-making, and support companies at every stage of their financial journey. Additionally, I bring a unique proficiency in storytelling through financial models and pitch decks, coupled with the ability to serve as a reliable liaison for investor communication. Please reach out to me to discuss any suitable projects.

Microsoft Excel
Data Analytics
Data Visualization
Corporate Finance
Finance
Financial Analysis & Valuation
Statistics
Financial Report
Financial Modeling
Financial Projection
Valuation
Financial Analysis
Financial Planning
Company Valuation
$35 hourly
- 4.8/5
- (90 jobs)
Professional Administrative Assistant accustomed to fast-paced Fortune 500 environment. Excellent verbal and communication capabilities. Exceptional organizational and computer skills. Strong and diverse interpersonal skills; ability to focus on activity, then define and resolve problems using a professional and results-oriented approach. Comfortable with working on a deadline. Quick learner, and always ready for a challenge. I am proficient with Microsoft Office and Office Professional, Microsoft Word, Microsoft Excel, Microsoft Publisher, Windows 95 / 98, Windows XP, Windows 7, Internet Explorer, Mozilla, Alphanumeric 6,000-10,000 kph, 10-key by touch, and have intermediate experience with Microsoft PowerPoint, Windows 2000, Adobe Acrobat, AutoCad 14(1996 version), Constructware, Databasics, Rex, Rex Reports, WorkGroup Collaboration (WGC), FQSM, SQS, ECS, IDE and CPS.

Microsoft Excel
Order Processing
Administrative Support
Order Entry
Issue Tracking System
Supply Chain Management
Data Logistics
Communications
General Transcription
Microsoft Word
Virtual Assistance
Presentations
Data Entry
Task Coordination
$35 hourly
- 5.0/5
- (84 jobs)
Stuck with that “if only” image? If so, I’m the editor that’s going to get you unstuck. There isn’t much I can’t do as I’ve managed to clean up the most challenging of images. My strength in photoshop is adding/removing/altering objects or people in the most natural way possible. That means my edits align with lighting, shadows, perspective and mood. I also restore photographs that have been damaged by scratches, water, dust, crayons, and the like. My best review, which was for an architect’s portfolio and the most challenging project to date: “Anna worked with me on editing/ improving 32 different photos, many of them in need of major "cosmetic surgery", including removing multiple objects, distortion correction, color correction, brightening/ darkening, and combining photos. We worked together on several months on these, working and reworking until everything was outstanding. Anna showed tremendous patience and focus and brought a keen eye and great attitude to the process. Very accommodating and good-natured throughout. I would not hesitate to recommend Anna and will definitely be working with her again.” Check out my portfolio for samples of my editing strengths. Other areas I work in: Adobe Acrobat and Microsoft Excel -Adobe Acrobat: I have intermediate fillable form experience with Adobe Acrobat. I create and/or modify fillable forms in either electronic or paper versions. -Excel: I have 30+ years of experience with Excel. I can set up, re-arrange, or filter your worksheets including formulas, v-lookups. I have the most fun with form creation/re-creation. For some reason, I just like doing them. I will take the time to format, merge, align and lock cells so they are simple and information presents well. If I've bid on your project, you can be assured that: - I feel quite capable of producing a successful product based on your presented job description - I can meet your deadline - There is something about your project that has peaked my interest as I do believe that genuine interest is the foundation to a job well done. My accounting degree is from Rutgers University, and my career with public home-health administration. Thanks for looking, AnnaMarie

Microsoft Excel
PDF
PDF Conversion
Form Development
Architectural Photography
Real Estate Photography
JPG
Photo Retouching
Photo Color Correction
Photo Restoration
Photo Manipulation
Image Editing
Photo Editing
Adobe Photoshop
$50 hourly
- 5.0/5
- (16 jobs)
Talented and organized professional with 8 years of experience in customer service, project management, and bookkeeping. There is nothing more satisfying than helping my clients maintain clean and organized financials. One of my strongest skills is my ability to quickly problem solve and learn on the spot. As a business owner or manager, you have many responsibilities to ensure that your business is profitable and successful. You don't have to manage your finances and books alone. Whether you are just starting your business or are a seasoned business owner, I am here for all of your bookkeeping needs!

Microsoft Excel
Payroll Reconciliation
Gusto
Chart of Accounts
Accounts Receivable
Accounts Payable
Microsoft Teams
Bookkeeping
Shopify
Bill.com
QuickBooks Online
Multitasking
Project Management
Bank Reconciliation
Intuit QuickBooks
$40 hourly
- 5.0/5
- (24 jobs)
I am a finance professional with extensive analytical and administrative experience. I work extremely efficiently and quickly and am always happy to help with whatever is needed! I work with Microsoft Office everyday, especially with Excel and Powerpoint. I finished my MBA in May 2016 - I went part time and worked full time, so I definitely know how to multitask! Unfortunately, I have large student loans now so I am looking for some extra work on the side. Please let me know if you have any questions!

Microsoft Excel
Microsoft PowerPoint
Data Entry
Google Docs
Customer Service
$115 hourly
- 4.7/5
- (14 jobs)
I am a self-employed computer programmer who, for many years, has built reliable software systems that provide recurring profit to their owners and quiet enjoyment to their users. Whenever possible, I provide fixed-fee estimates to my clients to protect them from unexpected cost overruns. I have many years of proven results in diverse settings. This experience, supplemented by a BS/BA degree in Mathematics and Computer Science (Boston College), a Masters of Science degree in Computer Science (Fairleigh Dickinson University), two years of study in a Ph.D. program (Stevens Institute of Technology), and a Graduate Certificate in Object-Oriented Design (New Jersey Institute of Technology) facilitates a unique synthesis of formal scientific training to augment practical industry experience. I have years of experience with C++/C#/C, .NET, Desktop, JavaScript, Python, and various other web, mobile, desktop, and server development technologies. Many projects have included RS232, RS422, USB, GPIB, MIDI, Ethernet, and Bluetooth interfaces to external industrial controllers and equipment. My recent successes include the design & development of a mobile (both iOS and Android) application deployed in a hospitality environment across several dozen venues nationwide. I have designed and developed the client-side application as an HTML5, CSS, JavaScript, JQuery, and AJAX cross-platform "hybrid" application. The device-side code runs within a C# (Android) or Objective-C (iOS) custom-developed "native shell" application that provides the HTML5/JavaScript application with device-specific functionality (e.g., hardware access, graphics) via an abstracted interface. I designed and developed the server-side as a custom-written Windows Server 2012 r2 RESTful Web Service written in C# with a SQL Server 2016 back-end. My experience also includes many years of successful desktop development for several local (NJ) pharmaceutical companies. Typical applications include advanced sales/marketing data analytic applications with graphics/charting interfacing with custom data back-end systems. I have extensive experience in consulting and off-site software development for organizations of all sizes. My skills include expertise in most major programming languages with extensive experience developing software applications in the C, C# and C++, Python, Ruby, VB.NET, ASP.NET, and JavaScript languages in the .NET/PC/Windows environment. I have developed stand-alone, networked, client/server, internet/intranet, and web-service applications for various management science applications. My experience includes over 25 years of customer-driven, results-oriented programming in the pharmaceutical, hospitality, and financial services industries with specialized expertise in off-site development, testing, deployment, and optimization of ad-hoc analytical applications for .NET, MS-Office, JavaScript, AJAX, ASP/ASP.NET environments. My commitment to quality, reliability, and honesty make me a significant asset to any information science undertaking. I am a US citizen. English is my first language. Thank you for taking the time to review my profile.

Microsoft Excel
.NET Framework
.NET Core
Visual Basic
Microsoft Visual Studio
Desktop Application
SQL
Mobile App Development
Delphi
Standalone Application
Python
JavaScript
Web Services Development
C#
C++
$18 hourly
- 5.0/5
- (32 jobs)
PROFESSIONAL SUMMARY Human Resource and Administrative Specialist with 15+ years of proven experience leading and supporting cross-functional teams and collaborating with diverse cultural audiences. Possess a comprehensive background in employee relations, operations management, and strategic planning. Demonstrated success assessing processes, influencing business decisions, and driving organizational change. Proven ability in effectively communicating with all levels of professional staff, clients, and stakeholders. Experienced in performance management, compensation and benefits, and labor relations. Career supported by the successful completion of industry training, professional certifications and various military awards. * Data Analysis * Budgeting Oversight * Customer Service * Personnel Actions * Training & Development * Communications

Microsoft Excel
Administrative Support
Product Testing
Microsoft Word
PowerPoint Presentation
Staff Orientation & Onboarding Materials
New Member Onboarding
Employee Onboarding
Management Skills
Customer Service
Microsoft Office
Compensation & Benefits
Personnel Records
HR & Business Services
Military
$50 hourly
- 5.0/5
- (13 jobs)
Hi, my name is Phil! I can help you in two core areas: 1) helping you to identify inefficiencies and building tools/systems to automate those manual processes 2) analyzing and communicating data to deliver actionable insights. Professionally, I draw upon experiences at companies such as Amazon, Bloomberg, and Samsung where I've held roles in Analytics and Compensation. I also have 2 years of experience as a Software Engineer at Capital One. In short, the intersection of data, technology and people challenges is where I thrive. I'm excited to discuss how I can contribute to your projects. Let's connect and explore how my skills can add value to your team!

Microsoft Excel
React
SQL
Analytics
ExpressJS
Angular
MongoDB
Node.js
TypeScript
JavaScript
Python
Google Sheets
Scripting
Google Apps Script
$70 hourly
- 5.0/5
- (3 jobs)
With over 20 years of distinguished experience as a Technology Professional in renowned Fortune 500 companies including Citibank, DLJ, Lehman Brothers, Merck, GE Healthcare, and Allstate, I bring a comprehensive skill set spanning Project Management, Software Development, Data Analysis, and Financial Modeling. Beyond corporate roles, I've also demonstrated entrepreneurial prowess by successfully owning and operating three small businesses in the Insurance, Media, and Real Estate sectors. This diverse background not only reflects a profound understanding of business fundamentals but also highlights my ability to harness technology for elevating business success. In the realm of Project Management, my track record is marked by over two decades of successfully steering projects of varying scales for Fortune 500 companies. From small sprints to expansive global programs, I specialize in both technology and business process improvement initiatives. The cornerstone of my success lies in tenacity – an unwavering force that enables me to overcome unforeseen challenges, ensuring the triumphant completion of every project The services I provide include: — Project Management Lead — Program Management Lead (Multiple projects) — Business Process Analysis and Improvement (Six Sigma) — Agile Product Owner — Agile Scrum Master — Methodologies: Agile/Scrum, Lean Six Sigma (Green Belt Certified), SDLC, ITIL — Scale: Small (3-4 weeks) to Enterprise Wide / Global (multi-year)

Microsoft Excel
SQL
PHP
Google Sheets
Nuxt.js
Vue.js
Next.js
React Native
React
Six Sigma
Program Management
Project Management
Python
MongoDB
Visual Basic for Applications
$75 hourly
- 4.3/5
- (11 jobs)
Colin has been working with - and pretty much obsessed by(!) - Excel for 25+ years, with almost all the models involving VBA. Most recent focus, though, has been on DAF (Dynamic Array Formulas), which dramatically changes Excel development. Excellent analytical skills with an in-depth knowledge of GL systems, financial reporting applications, and surrounding processes (including FP&A). Have often developed applications in which users are provided the capability to access enterprise data using their familiar Excel user interface (filtered lists, pivot tables, drill-down capability, etc.). This will generally involve creating dynamic SQL queries to retrieve the required data. Also proficient in Power Query and Power Pivot.

Microsoft Excel
SQL
Business Plan
Microsoft Excel PowerPivot
Microsoft SQL Server Programming
Power Query
Visual Basic for Applications
C#
Microsoft Visual Studio
$150 hourly
- 5.0/5
- (26 jobs)
Expert-Vetted Gen AI Engineer | Harvard and Columbia Alumni (Top 1% of Freelancers on Upwork) I am a highly experienced Generative AI Engineer who has worked with clients across multiple industries including finance, academia, e-commerce, construction, medicine, and web design. I provided high-quality solutions for all of my clients, earning me outstanding reviews and a 100% Job Success Rating. My areas of expertise include Large Language Models (LLMs), Generative AI, Chatbots, Data Science, AI Dashboard Development, Natural Language Processing, Data Visualization, and Statistics. In addition to my experience as an AI Engineer, I also have deep knowledge in grant writing, academic publishing, and clinical data analysis, having both written successful NIH and biotech grants and published 10+ manuscripts in high-impact academic journals such as Nature and Gastroenterology. SKILLS: * Extensive Experience with Prompt Engineering with many different LLMs such as OpneAI GPT-4o, Claude 3 Opus, Mistral, Gemini, Llama, Gemma, CodeLama, and Vicuna. * Built 20+ AI dashboards with Streamlit, Gradio, and HuggigngFace for clients to easily access solutions * Created Vector Databases and Retrieval-Augmented Generation Software to train LLMs on personal data such as PDFs, Word Documents, YouTube Videos, Images, and Excel Spreadsheets. * Proficient in leading AI solutions to production using AWS, GitHub, Langchain, LlamaIndex, LangSmith, LangFuse, and other AI tools. * Strong background in programming languages (Python, R, Javascript, SQL) and Data Science/Machine Learning frameworks (TensorFlow, Keras, PyTorch, scikit-learn, numpy, pandas) * Expertise in EHR, ICD-10 codes, clinical database management, clinical data analysis, and HIPAA compliance * Experience with Business Intelligence platforms such as Tableau, PowerBI, and Excel PROJECTS/ACCOMPLISHMENTS: * Co-Founder and CTO of a biotech company, Daldot which was acquired by Nutromics, an Australian MedTech company in 2021 * Developed the AI Algorithm for Shopify App that gained 10K+ users within a month * AI TikTok Influencer with 10K+ followers and 1M+ likes * Columbia University SEAS GSA Black History Month Alumni Spotlight 2023 * 2nd Place in the Columbia University Data Science Institute COVID-19 Data Challenge * Published 10+ manuscripts in high-impact journals such as Nature and Gastroenterology SPEAKING ENGAGEMENTS: * Guest Lecturer at Columbia University, Cornell Tech, Roux Institute, and Founder Institute for entrepreneurship, AI, and freelancing. * Developed a course on emotional intelligence for startup founders at Harvard University with 1,000+ students enrolled. * Presented research at the American Society of Clinical Oncology (ASCO) and Columbia University Data Science Institute Machine Learning in Science & Engineering Conference. EDUCATION: * Master's in Data Science from Columbia University * Bachelor's in Biophysics from Harvard University I have a 100% success rate in provided top-tier solutions across diverse sectors. Whether you need a custom solution or expert guidance, I am committed to leveraging the power of AI to elevate your business to the next level. Let's innovate together!

Microsoft Excel
Data Scraping
D3.js
Data Visualization
Interactive Data Visualization
KPI Metric Development
Dashboard
R Shiny
Academic Writing
Data Entry
Academic Editing
Data Science
pandas
R
Python
$39 hourly
- 4.8/5
- (26 jobs)
I have been working as a bookkeeper since 2008. I am ready to go the extra mile to achieve the best results in the shortest time. In my experience integrity and confidentiality are the keys to run a successful project. All my former and current clients had trusted me because I understand the importance of having a good turnaround time. Use my expertise for QBO/Xero setup, inventory management, transaction coding, account reconciliation, and anything else you might need. I have experiences with several industries: E-commerce, CPAs, Accounting firms, Political Analysts, Magazine, Remodeling/Construction, Bookstore, Consulting, Videographer, Property Management, Art, Organizer, Insurance Broker, Dog Training, Cleaning, Marketing, Pharmacy, Music School, e-recycling, Hair Salon, Law Firm, Architect, Dog Walking, Real Estate, Book consultant, Kitchen Design, Title Company, Immigration Law, Fashion design and more ACCOUNTING SOFTWARE SPECIALTY: • Quickbooks and Xero - Certified Quickbooks Online Pro Advisor and Xero Advisor

Microsoft Excel
FreshBooks
Microsoft Office
Bookkeeping
Xero
Data Entry
Accounting Basics
QuickBlox
Accounting
QuickBooks Online
$40 hourly
- 5.0/5
- (7 jobs)
I have over twenty-five years of relevant experience with both small and large businesses. I am a QuickBooks Online ProAdvisor Certified Professional. Because I do a lot of bookkeeping for a CPA's clients, I've worked with a wide range of industries and clients. I reconcile credit card and bank statements as well as manage all accounts payable, receivable, and payroll. In addition, I provide monthly profit and loss and balance sheet reports. I've worked as a Full Charge Bookkeeper for a variety of small businesses over the past 12 years. Some of the services I have provided are, Invoicing customers, managing accounts payable and receivable, and reconciling bank statements are all part of the business.

Microsoft Excel
QuickBooks Online
Data Analysis
Financial Reporting
Microsoft Access
Database
Intuit QuickBooks
Bookkeeping
Income Statement
Transaction Data Entry
Balance Sheet
Accounts Receivable
Bank Reconciliation
Accounts Payable
Data Entry
$45 hourly
- 5.0/5
- (11 jobs)
Skilled in Inventory Management and Analysis, Supply Planning, Sales Analysis, Forecasting, Logistics and Google Sheets / Excel. Strong operations professional.

Microsoft Excel
Product Listings
Inventory Management
Shopify
Inventory Plugin
Magento
Google Sheets
Data Management
Customer Support
CMS Product Upload
Zendesk
Data Analysis
$60 hourly
- 5.0/5
- (9 jobs)
Services Offered: - Excel macros (basic to advanced) - Spreadsheet data cleaning and management - Real-time interactive dashboards - Spreadsheet automation - Custom functions - Outlook automation Projects Completed - CRM Tracker (tracking $52.8MM in rev and used by 257 people) - KPI Dashboard and Web Scraper (tracking 488.3MM in rev and used by 322 people daily) - Expense tracker for local Psychiatry business - 8 large scale macro projects that analyze a combined 3.2 mil in previously untracked data

Microsoft Excel
Automation
Visual Basic
Data Visualization
Visual Basic for Applications
Macro Programming
Spreadsheet Software
Data Analysis
$80 hourly
- 5.0/5
- (18 jobs)
My core service offerings focus on fully supporting the accounting and analytics needs of growing businesses. I work with businesses of all sizes 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 : - Data Science Expert - Tableau and Power BI Projects with experience of 8+ years - Expert in PowerBI and Tableau Visualizations - Expert in Microsoft Excel, Pivot Tables, and Macros - Create programs to analyze and visualize any data - Data sourcing using APIs and SQL queries - Expert on working with different databases like Teradata, SQL Server, Netezza, Postgre, MySQL and cloud-based DB like AWS Redshift, Aurora, GCP suite. - Expert in Quantitative analysis - Experimental analysis techniques - Predictive Modeling - Data Mining - Social Network Analysis - Regression and Classification Models - Advanced Excel including Pivot Tables, and Macros 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!

Microsoft Excel
Amazon Redshift
BigQuery
ETL
Data Visualization
Microsoft Power BI Data Visualization
Data Modeling
Unix
MySQL
API
Snowflake
SQL
Tableau
$60 hourly
- 5.0/5
- (14 jobs)
I am a finance professional with over 10 years of experience with ledger accounting, budgeting, advanced Excel, book keeping, financial modeling and much more. I pride myself in providing high quality reporting that is insightful and to the point, as well as meaningful for businesses to make decisions. I work full time as a Senior Financial Analyst, but want to expand my portfolio of work so as to not limit my skills to only one organization. I am a master at Excel, Quick Books, Adaptive Insights and ERP systems. I have a strong attention to detail and can provide high quality work. In addition to my technical abilities, I love getting to know my business partners whom I support, and engaging in meetings. I look forward to working with you!

Microsoft Excel
Workday Adaptive Planning
Financial Planning
Personal Budgeting
Bookkeeping
Financial Modeling
Microsoft Word
Budget Management
General Ledger
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