Hire the Best Excel Experts in New York

Hi I'm Neil. After a career as an industry data scientist, I've decided to launch my own practice starting as an Excel and MS Office developer. A little about me: • Microsoft-Certified Excel Expert -- and versed in Excel, Word, PowerPoint, and Access generally, having practiced keyboard shortcuts over the course of three decades for nearly all program operations (these are how you get things done!). For Excel, this includes data consolidation, analysis, visualization, tool building, modeling. • For automation projects, I bring 20 years' experience with VBA, 35 with overall BASIC -- VBA's parent language. (As kids we were lucky to have an early PC, and we used BASIC to program games!) • If you'll need business acumen, I bring 15 years' experience serving Fortune 500 customers -- and with an MBA, I'll speak your language, be it accounting, finance, strategy, marketing, entrepreneurship. • Consistent 90-100 word per minute touch typing. No matter how much we automate, I find it always helps to be ready to type -- whether to write code (quickly), wrangle data, or draft documentation. • Substantial additional engineering experience -- with Linux / Bash, PostgreSQL / SQL / RDBMS, AWS EC2, Python, R, JavaScript, d3.js, HTML, and others -- applicable as needed. • My fun fact: I love all music genres 🙂 -- I played drums in a band for many years! Thanks for your interest. I'm excited to learn about your project.

Hi! I'm Oren, your go-to expert for all things Google Suite automations, Excel spreadsheets, and data analysis. My mission? To bolster your operations with streamlined, efficient solutions that let you wave goodbye to those less-than-thrilling tasks. With me on your side, precious time is yours to spend on the areas of your business that truly need your attention, and dare I say, are a bit more fun. I bring an extensive skill set to the table: ➣ Google Sheets Wizardry: Master at exploiting complex formulas and implementing formatting techniques that elevate the functionality and user experience of Google Sheets. I am also an expert in integrating GPT with Google Sheets. ➣ Google Apps Script Maestro: Expert at crafting custom functionalities to Google Sheets with Google Apps Script, from adding buttons and triggers to creating tailor-made formulas. Further, I excel at harmonizing multiple Google tools, e.g. creating automatic email notifications from Google Form submissions, or transferring new email attachments to a specific Google Folder based on defined parameters. ➣ Automation Aficionado & Framework Architect: Not just automating complex frameworks and pipelines but building them from scratch. I optimize processes and maximize efficiency to drive performance. ➣ Google Looker Studio Dashboard Designer: Adept at crafting visually stunning and informative dashboards using Google Looker Studio, helping you visualize and comprehend your data with greater depth and clarity. ➣ Excel Guru: Armed with profound knowledge of Excel and formula-based expertise, I am proficient in conducting sophisticated data analysis, assisting clients to decipher and maximize their data's value. With a proven track record of delivering high-quality work in a timely and efficient manner, I am equipped to tackle an array of projects, from quick-turnaround tasks to larger, sustained initiatives. My experience spans working with a myriad of clients from varied industries and sizes, ranging from solo entrepreneurs to large-scale corporations, and I am well-versed in communicating effectively to comprehend their unique needs and objectives. My passion for problem-solving and commitment to making a difference fuels my excellence in the realm of automation and data analysis. I look forward to leveraging my problem-solving knowledge and am thrilled at the prospect of working together to unlock your business's full potential!

Financial Modeling, Excel, Google Sheet Expert looking to help you with your project. • 20 Years of FP&A/Finance/Accounting experience •Excel Expert • Google Sheets Expert• MBA • Worked for a variety of industries • Focused, efficient and reliable. • Almost 200 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. I started doing freelance work because I love spreadsheets. They are my way of life and if I can use my skills to help somebody else then that’s awesome. I pride myself on creating workbooks that are easy for the end user to update and follow. I don’t use crazy formulas I like to KEEP IT SIMPLE. My goal is to create something that I am proud of and you are excited to use. Once I am your freelancer, I am always your freelancer. I am happy to help you with any future projects that you have. I know you are thinking “Why you?” That is a great question, so here is a quick description of me and my history. I have been working Corporate Finance roles for over 20 years and now really want to focus on helping people and building out my own company to do just that. At the end of the day, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!

I have a degree in Accounting and many years of experience, 30 years in the USA. I am Advanced certified (the higher level) in QuickBooks Online, am an Excel expert, and I keep up to date with developing computer technologies. I specialize in QuickBooks Online. I provide easy to understand training in accounting principles for non-accountants, basic business and tax law and the technical aspects of working with the QBO software. I do set-up, clean-up and catch-up jobs in QBO and also provide ongoing bookkeeping and/or support. I last worked at a large publicly traded corporation as the head of the management accounting department, providing financial information to management so that they were better equipped to make good business decisions. In 2015 I decided to become a freelance bookkeeper, because I enjoy the challenge of new projects and the satisfaction I get from from a clean reliable set of books. I am detail-oriented but with the right awareness of materiality. I am honest and I identify with the mantra that "good ethics is good for business". I have been using Microsoft Excel since its inception and consider myself an expert. Same for Microsoft Access. I use my computer skills to create very effective processes to minimize repetitive data entry wherever possible, and to provide clear, accurate and logical reports. I try to communicate clearly and often about the job status, deliver on my promises and timeously respond to requests, and have found that the same in return is best for job success.

My 15+ years of experience span private equity, venture capital, real estate investment, and executive-level operations. I specialize in investor relations, capitalization analytics, investment modeling, cap table administration, and financial operations for startups, SMBs, established businesses, attorneys, and investors. As the founder of Vestry.nyc, a boutique consulting firm, I have provided contract-based finance, administrative, and investment support to over 100 clients worldwide, including startups, real estate firms, and private capital entities. I am a Carta Certified Expert, an official Carta Partner, and a top-rated Upwork contractor. My work includes operations and general business administration support, equity administration, fundraising and transaction support, investment and cap table modeling, and investor relations. My career began in institutional real estate investment banking, and I have deep expertise in real estate investment, development, and capital markets, having worked on large-scale real estate transactions and syndications. I also have technical experience in AI, LLMs, and Python. ➡️ CORE SERVICES Finance & Cap Table Management -- Ongoing investor relations. -- Cap table creation, modeling, structuring, and cleanup (Excel, Carta, AngelList RUVs). -- Equity administration and modeling (convertibles, SAFEs, venture capital structures). -- Transaction waterfall modeling and dilution analysis. -- Fundraising support (document tracking, investor relations, wire coordination). Administrative & Compliance Operations -- Process optimization and back-office support for startups, real estate firms, law firms, and established businesses. -- HR functions: onboarding/offboarding, payroll documentation, benefits tracking. -- Document management, legal compliance, and system audits. -- CRM, virtual mailbox, and investor communications management. Real Estate Investment & Capital Markets -- Real estate cash flow and syndication modeling and investment analysis. -- Portfolio recapitalization and structuring. -- Investor relations, due diligence, and acquisitions. -- Capital markets advisory for real estate investors. Technology & AI Experience -- Significant experience with AI and LLMs, both as an end user and programmatically (e.g. Google, OpenAI, and other commercial LLM APIs). -- Technical skills: Python, Microsoft Excel (expert), Carta (Certified Expert), modern workplace tools. Rapid tech learner, will adapt to any software with little ramp-up time. ➡️ BACKGROUND & CREDENTIALS -- Founder, Vestry.nyc - Providing contract-based finance, real estate, and administrative operations for 100+ businesses globally. -- 15+ years in capital markets & private investment, including private equity, real estate development, and investment banking. -- Past roles: Head of Real Estate, VP Capital Markets, Director of Acquisitions, Investment Banking Analyst. -- M.S., Real Estate Finance & Investment – New York University (Dean’s Fellowship for academic excellence). -- B.A., French Language & Literature – SUNY Oswego (Study abroad at La Sorbonne, Paris). -- New York State-licensed Real Estate Broker & Certified Instructor. -- Carta Certified Expert. -- Official Carta Partner. -- Past FINRA Series 7 & 63 Licensed.

I’m your go-to Excel expert, blending advanced spreadsheet skills with a knack for turning data into actionable insights. Whether it’s crafting complex formulas, building dynamic dashboards, or analyzing datasets to spot trends, I deliver precise, polished results every time. I thrive on optimizing workflows, matching data across sheets, and creating tools that make your work easier—all with a keen eye for detail and a passion for efficiency. As a new freelancer, I’m committed to exceeding expectations at competitive rates to build my reputation here. From quick fixes to in-depth analysis, I’m ready to tackle your Excel challenges and help you make smarter decisions with your data. Let’s get started—drop me a message with your project needs!