Hire the best Excel Experts in Texas

Name: Excel Experts
Brand: Upwork
Rating: 4.8 (1213 reviews)

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

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Clients rate Excel Experts

4.8/5

based on 1,213 client reviews

$59 hourly
James W.
- 5.0/5
- (43 jobs)
I am a quasi-retired Professional looking for meaningful part-time freelance work. During my 40+ years in the Energy Engineering/Construction business I developed exemplary communication skills that served to advance my career also into litigation support consulting work as a testifying expert. So my UpWork offerings are multiple: TECHNICAL WRITING/EDITING/WHITE PAPERS is my primary intended work. My experience is ideally suited to it, and also fits my intended part time work schedule. See my Specialized Profile for more details. PROJECT CPM SCHEDULING All Capital Projects benefit from CPM [Critical Path Method] planning & scheduling. Input the execution plan into the application [e.g MS Project or equivalent] and the output schedule shows when the tasks should occur as the work proceeds. Regular updates [weekly, bi-monthly, monthly as appropriate] allows forward planning, procurement, resources, cash flow, etc, I have developed and maintained dozens of these plan/schedules over my career and have testified as an expert witness related to associated delays and claims. ENGINEERING Specialty Services which will somewhat overlap with theaboveg, but also include specific work such as developing RFP's, Proposals, and the evaluation of bids, and also include specialized work such as evaluation of Claims, development of same, and if needed, expert work, including affidavits and testimony. In cases where a Texas PE is needed, I can provide assistance in certain matters. [I'm NOT a Civil/Structural Engineer, but Mechanical by license. ]. See my Specialized Profile for additional details. LEGAL DISCOVERY I was Director of E-Discovery in the Halliburton/KBR Law Dept for 6+ years, followed by a stint as Director in FTI's Technical Sector, then as an independent E-Discovery Consultant and Testifying Expert in Civil Litigation. These were the nascent years of E-Discovery, including the 2006 new FRCP rules on E-Discovery. I became a nationally-recognized expert in E-Discovery, and served on numerous panels and was a frequent speaker on the subject, esp. re: corporate best practices. I managed the review of dozens of matters in a variety of platforms, Relativity being the leader at the time. I am now offering my knowledge and services in this area, as an advisor, document reviewer, consultant re: motions re: discovery [proportionality] or as testifying expert. I'm primarily interested in working from home or within the greater Houston area. I will be happy to send CV's, writing samples on request. NOTE: My rates are negotiable depending on the particular project.

Microsoft Excel
Mechanical Engineering
Technical Editing
Track Changes
Proposal Writing
Legal Electronic Data Exchange Standard
Microsoft PowerPoint
Audio Editing
Technical Writing
$58 hourly
Todd B.
- 5.0/5
- (19 jobs)
I help businesses eliminate inefficiency and scale smarter—whether that’s through powerful spreadsheets or custom low-code MVP websites. My specialty is building systems that reduce manual work to near-zero—tools that handle quoting, tracking, reporting, intake, or lead gen automatically and reliably. 🔹 I offer two powerful ways to improve your operations: 1. Excel/Google Sheets Automation & Dashboards Custom quote tools, trackers, and reports VBA & formula automation KPI dashboards for finance, sales, ops, and service teams Clean, client-friendly spreadsheet interfaces 2. 🚀 Fast MVP Development Using Low-Code Tools If you're thinking about launching a new service, improving your sales process, or finally getting a modern web presence—you don't need to wait months or hire an expensive agency. I use powerful low-code platforms like Bolt and Replit to build MVP websites, dashboards, and lead-gen tools in days—not weeks. These tools allow me to: Launch fast with minimal overhead Focus on functionality that drives results (quotes, lead forms, dashboards) Easily hand off a clean, editable product you can manage or scale Keep the project in the $750–$2,500 range for most small businesses Whether you’re a MedSpa, home renovator, law firm, or service business—I can build a modern tool that helps you convert leads, automate communication, or track performance—without the usual friction. Let’s launch something together—fast, clean, and custom. Recent projects include: A forklift valuation tool for finance teams A custom budget planner for a home builder A KPI dashboard for a manufacturer Web MVPs for MedSpas, law firms, and contractors—all built to convert and scale

Microsoft Excel
Microsoft Access
MySQL
Database Development
Software Development
SQL
Microsoft Access Programming
Python
Visual Basic for Applications
JavaScript
Web Development
RESTful API
Node.js
$100 hourly
Tyler P.
- 4.8/5
- (205 jobs)
Summary: ✅ Founder, co-owner, and portfolio manager of a 6-figure private investment fund LLC. ✅ Air Force veteran ✈️ ✅ I specialize in programming trading bots 🤖 (equities, options, futures, crypto), hooking them up to brokerage accounts, creating webpage dashboards for them, integrating them with databases, deploying them into the cloud, and related financial automation jobs to include copy-trading, back-testing, email/text alerts, TradingView / TrendSpider webhooks, order forms, order routing scripts, sentiment analysis (like on r/WallStreetBets), scanners/screeners, as well as web scrapers. ✅ 100% independent, no agencies, no bureaucracy. ✅ A truly full-stack, end-to-end solution for all things algorithmic trading / quant development. ✅ Better value than what you might find on TradersPost.io, OptionAlpha.com, Composer.trade, Surmount.ai, SignalStack.com, WhisperTrades.com, TradeSteward.com, Capitalise.ai, MachineTrader.io, etc. Most of my clients pay under $20 in ongoing monthly fees to maintain their systems, with no limits on amount of capital invested or number of asset classes. ✅ Joined Upwork in Nov 2021; achieved TOP RATED status in Sep 2022; surpassed $100k earnings in Dec 2024. Relevant education background: 📜 Dual M.S. Finance and M.S. Business Analytics, University of Dallas, 2023 📜 Certificate in Data Science, Southern Methodist University, 2024. Stock brokerage APIs: 🏛️ Alpaca 🦙 🏛️ Charles Schwab 🏊‍♂️ 🏛️ Etrade *️⃣ 🏛️ Lime Financial 🍋‍🟩 🏛️ SnapTrade 🫰 🏛️ TastyTrade 🍒 🏛️ TradeStation 🚉 🏛️ Tradier ↗️ 🏛️ Tradovate 🗠 Crypto APIs: 🪙 Coinbase ₿ 🪙 Gemini ♊ 🪙 Kraken 🦑 Programming languages: 💻 Python 💻 HTML 💻 CSS + Bootstrap 💻 Javascript 💻 Google Apps Script (Google Sheets) 💻 VBA (Microsoft Excel) 💻 SAS Trading languages (read-only proficiency): 📈 EasyLanguage 📈 Pinescript 📈 Thinkscript 3rd party market data services: 📊 DataBento 📊 Polygon 📊 TwelveData Web development frameworks: 🌐 Flask 🌐 Plotly Dash 🌐 Streamlit Databases: 💾 Firebase 💾 MongoDB 💾 SQLite Cloud platforms: ☁️ Fly.io ☁️ GCP (Google Cloud Platform) ☁️ Heroku (Salesforce) ☁️ Linode ☁️ Python Anywhere ☁️ Railway ☁️ Render Email/texting notification services: 🛎️ ClickSend / Sinch 🛎️ Discord 🛎️ Slack 🛎️ Telegram 🛎️ WhatsApp 🛎️ Twilio / SendGrid 🛎️ Twitter / X 🛎️ Vonage / Nexmo Software: ⭐ Power BI ⭐ Tableau Recent real-world jobs done for Upwork clients: 👏 Created a webpage which enables multiple users to ability to make their own bots with no code, includes parameters such as entry time, exit time, position sizing, number of legs, etc. 👏 Executed an iron condor strategy with multiple stop losses, profit takes, and futures hedging. 👏 Taught a client with almost no prior Python knowledge how to program his own multileg options bot and implement it on a brokerage with error handling features in under 50 hours. 👏 See the portfolio section on my profile for more. Other relevant experience: 💯 I programmed my own algorithmic trading bot that I run daily using my own real money. I do not sell my own bot, but I will make yours. 💯 Built a shallow machine learning model using Scikit-Learn to make binary predictions of "Yes" or "No" on a car loan default dataset which had better predictive accuracy than the top rated answer on Kaggle. Q&A: ❔Do you sell pre-made bots? ↪️ While I do sell pre-made templates, I don't sell pre-made strategies. If you want pre-made strategies, then head on over to collective2.com. ❔How much money will my bot make? ↪️ Whether or not your bot makes money will depend largely on the requirements I am provided. I don't make any guarantees. ❔Do you have experience with X? ↪️ While I am constantly adding to my skillset, here's a list of things that at this time I have no experience with: AFL/Amibroker, AWS, Azure, blockchain, Bloomberg, cTrader, DAS Trader, DeFi/DeX, Django, eSignal, FastAPI, FIX, FTMO, Interactive Brokers TWS, Keras (or any deep learning), MT4/MetaTrader 4, neural networks, NinjaTrader, NodeJS, Postgres, prop accounts (APEX, TopStep, etc.), React, TypeScript, Zapier. ❔How much will this cost? ↪️ My project minimum is 5 hours / $500. My largest job has been for $15,000. My average job is $2500. If desired, I will show you a spreadsheet summarizing every estimate I have ever made for all clients to give you a feel for my pricing. All my earnings data is displayed publicly on my profile because I have nothing to hide from you, and I've never had any feedback removed like other freelancers often do. ❔How long will it take? ↪️ My average project takes 3-4 weeks. My smallest projects take 1 week. My largest projects take 2+ months. ❔When are you available to speak with me about my project? ↪️ Please book a consultation if you wish to speak synchronously (phone calls, video chats). My typical hours are 10am-10pm CST, 7 days a week. I don't offer free synchronous time due to high invite volume. I will answer text messages usually within 24 hours.

Microsoft Excel
Derivatives Trading
TradeStation
TradingView
Bot Development
Financial Trading
Cloud Implementation
JavaScript
Algorithm Development
Trading Automation
Trading Strategy
Database Integration
Trading Language
API
Python
$60 hourly
Ron A.
- 5.0/5
- (228 jobs)
Many years of experience in Google Workspace administration, computer networking, website creation, e-commerce and customer service. Business background in accounting & auditing, with problem solving skills and attention to detail. Email and DNS expert in SPF, DKIM and DMARC. WordPress site administration, migration and creation expert, including WooCommerce, DIVI and WPManage.

Microsoft Excel
DNS
Google Workspace Administration
Email System
PDF Conversion
SSL
SSH
Google Docs
Email Support
Python
HTML
WordPress
Microsoft Word
Network Administration
$90 hourly
Muhammad A.
- 4.9/5
- (36 jobs)
Hi! I'm Muhammad, a results-driven Senior Data Engineer & Business Intelligence Specialist with over a decade of hands-on experience transforming raw data into strategic business insights. In just the past year, I’ve helped 20+ companies—across marketing, construction, finance, and tech—build smart, scalable, end-to-end data solutions. From automated ETL pipelines to executive dashboards, I design systems that make data work for you, not the other way around. I bridge the gap between business needs and technical delivery—ensuring every solution drives real-world results. 🚀 Why Clients Work With Me: ✅ 10+ years of delivering high-impact data solutions across diverse industries ✅ Deep experience across the modern data stack—cloud, warehousing, pipelines, and BI ✅ A trusted communicator who gets the job done, on time and beyond expectations ✅ Proven track record (100% Job Success Rate!) and long-term client relationships ✅ Always transparent, collaborative, and outcome-focused 🛠️ Services I Offer: 🔹 Data Engineering & ETL Automation • Build robust, scalable ETL pipelines using Apache Airflow, dbt, Talend, and more • Automate your data flow and integrations to eliminate manual work 🔹 Data Warehousing & Modeling • Design efficient, cost-effective data models and schemas on Snowflake, BigQuery, Redshift, and SQL-based platforms • Optimize performance, storage, and scalability 🔹 Business Intelligence & Dashboards • Develop beautiful, intuitive dashboards in Power BI, Looker, Tableau & QuickSight • Create reporting suites that align data with your KPIs and decision-making 🔹 Cloud & Analytics Architecture • Architect and deploy analytics solutions on AWS, GCP, Azure, and Databricks • Improve reliability, data quality, and system performance 🧰 Tech Stack & Tools: - BI & Visualization: Power BI, Looker, Tableau, QuickSight - Databases & Warehousing: SQL, PostgreSQL, MySQL, Snowflake, BigQuery, Redshift - ETL & Pipelines: Apache Airflow, dbt, Talend, Informatica, SSIS - Cloud Platforms: AWS, Google Cloud, Azure, Databricks - Programming: Python, SQL, R - Integrations & Automation: Google Sheets/Slides API, Zapier, custom scripts 💬 Client Feedback: ⭐⭐⭐⭐⭐ "Muhammad helped us to document and create SOPs for one of our data products. They provided great insights and delivered with high quality. Thanks for all your help." ⭐⭐⭐⭐⭐ "Always amazing to work with. Communicates clearly and delivers on time, every time." ⭐⭐⭐⭐⭐ "A fantastic experience—what started as a small project became a much larger engagement due to the value delivered. Highly recommend Muhammad for custom dashboards, API integrations, and Google Sheets magic." 📩 Let’s Talk - Free 30-Minute Data Audit (Limited Offer) Whether you're trying to fix messy data, automate workflows, or scale reporting across your organization—I've probably solved something similar before. Let’s connect and make your data work smarter, faster, and harder.

Microsoft Excel
Data Scraping
Data Mining
Microsoft Power Automate
Data Modeling
Microsoft Power BI Data Visualization
SQL
Business Intelligence
Data Visualization
Microsoft Power BI
Data Analysis
Python
Tableau
$35 hourly
Jodi G.
- 5.0/5
- (6 jobs)
I’m Jodi, your dedicated QuickBooks ProAdvisor and Bookkeeping Specialist. With a knack for numbers and over 15 years experience, I'm here to simplify your financial journey and empower your business to thrive. Let me help you get the most out of QuickBooks. I can help you: • Set up your account correctly • Keep your bookkeeping up to date and organized • Show you how to cut costs with QuickBooks • Pass through exclusive QuickBooks discounts with you (as much as 30% off!) While I've had the pleasure of working with clients across various industries, my expertise shines brightest in serving service-based businesses, roofing, real estate and construction. I Can Help You with: • General Bookkeeping: Organized and efficient bookkeeping services tailored to the unique requirements of your business. • Financial Reporting: Accurate reporting to help you understand your business’s financial health. • Account Reconciliations: Ensuring all financial transactions are accurately logged and reconciled. • Financial Guidance: I can provide expert advice to help steer your financial strategy in the right direction. • Invoicing: Timely generation of invoices to streamline your cash flow. Here’s what getting started with me looks like: • First, we’ll schedule a 15-minute call so we can get to know each other. During this time, I’ll learn from you what your specific needs and concerns about your business are. • From there, you’ll add me to your QuickBooks account, and if you don’t have one, we’ll get you set up. • Then I’ll send over a QBO checkup and custom proposal that matches your goals. • Finally, you’ll hire me here on Upwork and we’ll get started. Based in Houston, TX, I'm here to support your business wherever you are. When I'm not balancing books, you can find me indulging in my hobbies like RVing with my husband and spending time with our granddaughter. I'm dedicated to providing friendly, reliable support every step of the way. I'm open to all small businesses and can adapt to different time zones as necessary. Connect with me and let's discuss how I can support your financial needs. I look forward to getting to know you!

Microsoft Excel
Invoice
Gusto
Intuit QuickBooks
Buildertrend
Accounts Payable Management
Accounts Receivable Management
Account Reconciliation
Xero
QuickBooks Online
Bookkeeping
Bank Reconciliation
$45 hourly
Julie M.
- 5.0/5
- (22 jobs)
I realize busy business owners don’t have the time to mess with their bookkeeping. I offer a virtual bookkeeping service and provide clear financials for their businesses to help them make informed decisions throughout the year and to eliminate the stress of tax season. The basic bookkeeping service includes categorizing all business related income and expense transactions, reconciliation and issuing monthly Financial reports. Additional services that I offer; Accounts Payable, Accounts Receivable, and Payroll Processing. What makes me unique is that in my corporate career, my field of expertise was working with small businesses. I am a one woman shop with a fantastic network of Accountants, Legal Team, IT, QB Experts, Small Business Consultants, and Payroll Partners which brings a wholistic approach to serving my clients. I only work with Quickbooks Online. I'm highly proficient with Excel and PowerPoint and I love to add extra reports and charts outside of what QBO offers to bring unique insights into your decision making. I can work on an hourly rate, fixed rate per project or monthly fixed rate. I'm available anytime to my clients for consultations and strategy sessions which I do not charge for.

Microsoft Excel
Microsoft PowerPoint
Canva
Financial Statement
Financial Report
Microsoft Office
QuickBooks Online
Accounts Payable Management
Intuit QuickBooks
Bookkeeping
Data Entry
Accounts Receivable
Bank Reconciliation
$55 hourly
Chris V.
- 5.0/5
- (24 jobs)
I’m a GIS Analyst with over four years of experience specializing in cartography, spatial data analysis, and data visualization. I combine technical expertise with creative design to transform complex spatial data into clear, actionable insights. My skills include developing visually compelling maps, conducting detailed spatial analysis, and building interactive web maps using ArcGIS Online. I’ve worked extensively with environmental, archaeological, and real estate data, creating solutions that meet both technical and aesthetic goals. My approach emphasizes clear communication, ensuring clients stay informed throughout the project. Whether you need precise site maps, data-driven insights, or interactive dashboards, I deliver tailored solutions designed to meet your unique needs. Let’s connect to discuss how I can support your project.

Microsoft Excel
Notion
Object-Relational Mapping Framework
GIS
Data Analysis
Digital Mapping
Cartography
Graphic Design
Database Management
Database
Research Methods
ArcGIS
Adobe Illustrator
$50 hourly
Carl N.
- 4.9/5
- (26 jobs)
Hey! I am a CPA with 10 years of experience working with some of the largest Fortune 500 companies in the world including: Google, Exxon Mobil, and HP inc. I have a masters degree in accounting from University of Texas at Austin, a CPA licensed in Texas and also a Certified Quickbooks ProAdvisor. I have a passion for helping small businesses get a clear picture of their performance and metrics. That is why I started a bookkeeping firm. My goal is to see satisfied clients who have an understanding of the financial health of their business. I am looking to grow my small bookkeeping business and I am looking to take on long term clients. I offer customizable solutions tailor made to your business needs. I am new to Upwork, so I will charge a discounted price for a limited time as I grow my client base. I pay close attention to detail and will really go the extra mile for you and your business. I set clear objectives and expectations and over communicate to make sure my clients always feel comfortable and secure.

Microsoft Excel
Bookkeeping
Data Entry
Cash Flow Statement
CPA
Transaction Data Entry
Guru Knowledge Management
Xero
Accounts Receivable
Budget Management
Payroll Accounting
Balance Sheet
Intuit QuickBooks
Bank Reconciliation
SAP
$150 hourly
Nicole I.
- 4.7/5
- (41 jobs)
Nicole is a successful commercial business attorney who assists entrepreneurs like yourself in the business legal landscape. She is also the CEO of Biz N Go, a business formation company that forms LLCs & other legal protective vehicles across the United States. Her services consist of: - Contract drafting and review - Business Formation & Corporate Structure (LLC Terminating and Reinstating) - Corporate Documents (Company Agreements & affairs) - Demand Letters & Legal Letters/Responses - Legal Consulting - Terms & Conditions review - Business Legal Affairs

Microsoft Excel
Business Development
Business Operations
Research Methods
Legal Writing
Administrate
Business
Microsoft Office
Contract Negotiation
$40 hourly
Dallas C.
- 4.8/5
- (49 jobs)
I am committed to providing tailored consulting services that address the unique challenges and goals of small and medium-sized businesses. My mission is to deliver a holistic approach, offering strategic solutions designed to drive growth and sustainable success. By focusing on strategic planning, effective communication, and operational excellence, I strive to help businesses thrive in today’s competitive environment. My expertise spans a wide range of services, with a strong emphasis on developing business plans and creating impactful pitch decks. My goal is to support the growth and prosperity of your business through these specialized services. I take pride in my ability to craft comprehensive business plans and compelling pitch decks, which are indispensable tools for business expansion and securing investor interest. With over a decade of experience in business consulting, I bring a results-driven approach that consistently exceeds expectations. Whether your needs include market research, feasibility studies, profitability analysis, or capital acquisition, I am equipped to provide tailored solutions to achieve your goals. Collaborating with me means unlocking opportunities to reach your operational and strategic aspirations, positioning your business for enduring success. I invite you to connect and explore how my expertise can support your growth and transformation.

Microsoft Excel
Business Management
Management Skills
Digital Marketing Strategy
Investment Research
Digital Marketing
Website
Bookkeeping
Microsoft Office
Instagram
Investment Strategy
Business Consulting
Startup Consulting
Investment Preparation
Finance & Accounting
$65 hourly
Andrew B.
- 5.0/5
- (13 jobs)
I'm a data analyst / Power BI Developer with experience across multiple business industries. If you are looking to visualize data, understand your data more or do any kind of data analysis / visualization - I can help! Power BI Dashboards • Data Modeling • DAX Programming • Dashboard design Microsoft Power Automate • Automate your daily / weekly tasks, including dashboard updates, email lists, data storage and more. Microsoft Power Apps • Design and implement applications that help your business keep track of necessary and important information End-to-end dashboard setup available, including the following: • Data exploration and cleanup • Infrastructure design • Help your business fully utilize your data • Benchmark past performance to help provide a plan for the future

Microsoft Excel
Microsoft Power BI Development
Microsoft Office
Microsoft PowerApps
Automation
Visualization
Microsoft Power Automate
Office 365
Marketing Analytics
Data Science
Computer Engineering
Microsoft Power BI Data Visualization
Data Visualization
Microsoft Power BI
$100 hourly
Garrett N.
- 4.9/5
- (21 jobs)
Experienced Real Estate Financial Analyst Specializing in Development. Highly Skilled at Microsoft Excel Financial Modeling. Costar Access Capital Markets Advisor Licensed Drone Pilot

Microsoft Excel
Real Estate Acquisition
Real Estate Financial Modeling
Finance
Real Estate Financial Model
Real Estate Investment Assistance
Financial Analysis
Real Estate
$50 hourly
Loc N.
- 5.0/5
- (19 jobs)
Goal-oriented individual with applied mathematics, statistics, finance, and programming languages background that strives to excel in all given tasks. Has strong financial knowledge with skilled analytics, modeling, and valuation. Adapts quickly to all work environments while maintaining a high level of accuracy and ensures timely completion of deadlines.

Microsoft Excel
Data Analytics
Data Analysis
Strategic Plan
Presentation Design
Finance & Accounting
Excel Formula
Financial Analysis
Analytics
Financial Modeling
Financial Planning
Investment Research
Information Analysis
Data Entry
$45 hourly
Monica B.
- 5.0/5
- (29 jobs)
I am a former Corporate America employee turned freelancer who brings years of experience in administrative assistance, client relations and paralegal duties. My background is rich with experience in navigating complex legal frameworks and regulatory requirements with utmost professionalism and precision. As an admin assistant, I have successfully managed multiple executive calendars and coordinated seamless communication between departments, ensuring operational efficiency. My expertise also extends to developing comprehensive client databases and support systems that enhance workflow and client satisfaction. My legal expertise includes handling sensitive legal documents such as garnishments and subpoenas. I am known for my clear communication with executive teams, effectively resolving intricate issues, and drafting and refining standard operating procedures based on evolving business needs. In roles demanding rigorous data management, research, and administrative responsibilities, I am particularly skilled. I ensure tasks are completed efficiently and accurately, thanks to my sharp attention to detail and strong organizational abilities. Working remotely since 2015, I have honed my ability to deliver exceptional results independently. Let’s work together to bring your projects to the next level of success.

Microsoft Excel
Client Management
Web Scraping
Legal Assistance
Legal Documentation
Document Analysis
Legal Research
Administrative Support
Complaint Management
Customer Service
Microsoft Word
Data Entry
Google Docs
$65 hourly
Julian F.
- 5.0/5
- (10 jobs)
Highly skilled in: - Microsoft Excel / Google Sheets - Microsoft PowerBI - Salesforce - Automation and Logical functions I am an experienced professional in finance, having worked in investment and fintech industries. Primarily, I have experience with small business finance, public finance/bonds, and the public markets. However, my abilities in spreadsheets and business intelligence programs extends far beyond finance.

Microsoft Excel
Portfolio Management
Mathematics
Salesforce
Finance & Accounting
Google Sheets
Microsoft Power BI
$40 hourly
Ellen M.
- 5.0/5
- (12 jobs)
Seamless Financial Management and Executive Support converge. Elevate your business with a bookkeeper who not only balances the books but also streamlines your administrative tasks, ensuring operational harmony and empowering you to focus on what truly matters – driving your business forward with confidence. As a Bookkeeping Services professional with a strong background in Senior Executive Support, I'm here to transform your professional life. Allow me to take these responsibilities from your desk to mine: • Project Management • Data Entry including Financial Reports & Statements • Budget & Finance Support • Logistics Support • Bookkeeping, AP/AR • Quickbooks Reconciliation, Clean Up & Organization • Coordinate Employee On-boarding and Off-boarding • Team & Vendors Management • Inbox & Calendar Management • Email Management & Correspondence • General Personal Assistance

Microsoft Excel
QuickBooks Online
Bookkeeping
Google Docs
Office 365
Employee Onboarding
Payroll Reconciliation
Budget Management
Calendar Management
Project Management
Financial Statements Preparation
Data Entry
Executive Support
Administrative Support
Account Management
$50 hourly
Sarra B.
- 4.7/5
- (28 jobs)
Very soft spoken, great for Meditation or relaxing voice-overs. I have also completed children's books and other audio. Resume formatting services available - send me a message if you have any questions! Let me know how I can assist you in your next project.

Microsoft Excel
Video Narration
Voice Talent
Voice-Over
Voice Acting
Singing
$50 hourly
Matthew B.
- 4.7/5
- (43 jobs)
I'm a business professional that has experience across many different distribution channels - pharmaceutical, ecommerce, retail, etc. Certified lean six sigma black belt and want to assist any companies in improving their processes and efficiencies. Any Excel, Word, PowerPoint, Google Slides, Google Sheets, etc. tasks I can do quickly, with quality and maximum satisfaction Bachelors in Logistics and Supply Chain Certified Black Belt

Microsoft Excel
Tutoring
Google Sheets Automation
Resume Design
Data Visualization
Technical Writing
Project Management
Presentations
Continuous Improvement
Data Entry
Lean Consulting
Google Slides
Microsoft Visio
Google Sheets
Microsoft PowerPoint
$100 hourly
Tina P.
- 5.0/5
- (3 jobs)
I have over 18 years of experience in medical billing and revenue cycle management. I have knowledge of billing both government payers and commercial payers. I have experience in dme, home health, physical and occupational therapy billing. I also understand bulking for medicare and Medicaid and completing some coding. I am experienced finding the root cause of medical billing issues and resolving them. I am experienced in billing as well as managing both offshore and onshore billing teams and conducting audits.

Microsoft Excel
Revenue Cycle Management
Presentations
Business Presentation
Business
Continuous Improvement
Medical Billing & Coding
Microsoft Excel PowerPivot
Management Skills
Spreadsheet Software
Google Sheets
Business Management
Internal Auditing
Microsoft Office
$50 hourly
Jacob T.
- 4.7/5
- (33 jobs)
I am an Excel expert leveraging 20+ years of experience transforming data into actionable business insights. Proven ability to streamline operations and boost performance through advanced Excel modeling, pivot tables, and powerful visualizations. I am skilled at consolidating complex datasets, identifying trends and outliers, highlighting key metrics, and communicating data narratives to diverse stakeholders. An excellent collaborator who guides users at all levels to embrace Excel-based solutions that provide visibility into performance, forecasting, and emerging opportunities. Passionate about user-centric design and combining analytical expertise with visualization best practices to bring dashboards and reports to life. Seeking to help you apply my Excel knowledge with a continuous improvement mindset to optimize decision-making across your business through worksheet-driven data fluency. My Excel expertise includes: ✔️ Pivot Tables ✔️ Charts & Graphs ✔️ Lookup Functions ✔️ Advanced Formula Writing ✔️ Data Cleansing ✔️ Custom Spreadsheets ✔️ Data Dashboards

Microsoft Excel
Excel Macros
Microsoft Excel PowerPivot
Excel Formula
Data Analytics & Visualization Software
Analytics Dashboard
Spreadsheet Skills
Analytics
Data Visualization
Google Sheets
Data Analysis Consultation
Data Analytics
Data Analysis
Dashboard
$36 hourly
Bryana G.
- 5.0/5
- (5 jobs)
Although I have an MBA in Business Management and Finance from Tulane University, my heart has always been service-oriented. From the United States Peace Corps onward, I have devoted my career to helping people and projects be successful. I'm a freelance professional with excellent verbal and written communication skills and can present high-level technical ideas to audiences of all levels clearly and effectively. Proficiency in using office software, including the Microsoft Office Suite (Word, Excel, Outlook), is one of my core strengths. I am well-versed in creating and editing documents, managing spreadsheets, and effectively utilizing email and calendar systems. I believe that my technical skills combined with my strong communication abilities enable me to deliver high-quality administrative and proofreading support to your project.

Microsoft Excel
Writing
Presentation Design
Microsoft Office
CRM Software
Business
Audio Transcription
Editing & Proofreading
$35 hourly
Blake B.
- 4.6/5
- (4 jobs)
I specialize in transforming complex datasets into actionable insights using tools like SQL, Tableau, Power BI, and Excel. With experience working with Fortune 500 companies and leading organizations, I deliver data-driven solutions that help businesses optimize their strategies and make informed decisions. Here are a few examples of the clients I’ve worked with: ✅ The Federal Savings Bank ✅ Goldman Sachs ✅ Qorvo ✅ AT&T Business I have successfully led data analysis and visualization projects that provided clear insights, improved reporting efficiency, and helped stakeholders make strategic decisions. Whether it’s creating interactive dashboards, automating data processes, or analyzing financial metrics, I bring value through efficient and effective solutions. Here’s What I Can Bring to Your Project: ✅ Expertise in marketing analytics, sales data, and campaign performance tracking ✅ Proven ability to create dashboards that track metrics such as conversions, impressions, and audience engagement ✅ Experience with sales data analysis, including forecasting, performance tracking, and optimizing lead generation ✅ Tailored solutions that highlight key performance indicators to help teams focus on actionable insights ✅ Strong collaboration with clients to ensure marketing and sales data is translated into visually engaging reports ✅ Regular project updates and transparent communication, ensuring you are always informed Why You Should Choose Me Over Other Freelancers: ✅ Over-Delivering: My core principle is exceeding expectations, ensuring that clients are always satisfied with my work. ✅ Responsiveness: I maintain open lines of communication and am highly responsive, ensuring projects are completed on time. ✅ Resilience: I am committed to tackling challenges head-on and delivering the best solutions, no matter the complexity. ✅ Kindness & Empathy: I work with a strong sense of respect and empathy, aiming to genuinely understand and improve my clients' situations.

Microsoft Excel
Dashboard
Presentation Design
Facebook Ads Manager
Google Ad Manager
Google Analytics
SQL
Data Analysis
Microsoft Power BI
Tableau
Data Visualization
$35 hourly
Courtney A.
- 5.0/5
- (23 jobs)
I'm most recently a project manager, but am backed by many years of administrative experience in various roles and fields (Legal, Oil & Gas, Tech). - Type over 100 wpm - Quick and accurate document formatting and proofreading - Experience assisting with process and policy creation and documentation via tools such as Lucidscale, Confluence, Google Docs, Microsoft Word, etc. - Like to keep in constant communication to ensure tasks are progressing as desired - Data entry - Organization (can be email, folders, etc.)

Microsoft Excel
Proofreading
Document Formatting
Lucidchart
Process Flow Diagram
Process Documentation
Atlassian Confluence
Google Slides
Google Sheets
Google Docs
Microsoft Word
Virtual Assistance
Project Management
Jira
Microsoft PowerPoint
$50 hourly
Kimberly H.
- 5.0/5
- (27 jobs)
📊 Bookkeeper for Consultants, Service Providers & Private Equity Investors 25+ Years Experience | Advanced QuickBooks Online ProAdvisor You’re running a successful business and need accurate, organized books. But you'd rather spend your time growing your company, serving your clients, and increasing your revenue. That’s where I come in. Whether you're just getting started, behind on your books, or ready to hand off monthly bookkeeping for good—I’ll make sure your financials are handled with precision. I don’t just enter transactions—I bring order, accuracy, and peace of mind. 𝗪𝗵𝘆 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗺𝗲? (Watch my video to meet me in person and learn more about my experience!) ➊ 25+ years of full-charge bookkeeping experience ➋ Platinum-level QuickBooks Online ProAdvisor ➌ Current clients who've worked with me for over a decade ➍ U.S.-based with clear, responsive communication ➎ Member of a nationwide network of 1,000+ bookkeepers providing support & referrals ❻ Bachelor's Degree in Business Administration from Texas A&M University 𝗜 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲 𝗶𝗻: ✔️ Catch-up Services to update your QBO books with months or even years of data. ✔️ Clean-up Services to transform messy QBO books into a clean and accurate picture of your business's financial standing. ✔️ Set up Services to establish a QBO account for new companies or small business owners who haven't had the time to do it themselves. ✔️ Ongoing Bookkeeping Services at a rate you can afford so you can focus on growing your business. ✔️ Bookkeeping support for multi-entity management and investment portfolios. ✔️ Helping clients who utilize the Profit First method to prioritize profit and improve their financial management. 𝗗𝗼 𝗜 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆? ✅ Consultants, coaches, creatives & strategists ✅ App developers, wellness professionals, interior designers ✅ Private equity firms with multiple entities or investments ✅ Other Service-Based Industries ❌ Law Firms, Insurance-Billed Medical Practices, Construction Companies/Contractors ❌ Retail or E-Commerce Sellers (I am no longer taking clients in this industry.) 𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗱𝗼 𝗜 𝗰𝗵𝗮𝗿𝗴𝗲? / 𝗛𝗼𝘄 𝘄𝗶𝗹𝗹 𝘆𝗼𝘂 𝗯𝗲 𝗯𝗶𝗹𝗹𝗲𝗱? 💰 I offer customized pricing packages based on the scope of work. If you already use QBO, you will get a fixed-price quote based on my Diagnostic Review of your current books. If you are new to QBO, we can discuss your needs and pricing in more detail. 💰 My current rate is $50/hour, and I require a 3-hour minimum for all projects and ongoing monthly services. This 3-hour minimum covers basic bookkeeping services for businesses with less than 3 bank/credit card accounts and less than 100 total bank/credit card transactions per month. 💰 I prefer utilizing hourly contracts here on Upwork for ongoing services. This saves us both the time and hassle of establishing and funding milestones each month. But, to put your mind at ease, we will set a fixed number of hours that will be billed each month, so there are no surprises! 𝗪𝗮𝗻𝘁 𝘁𝗼 𝗸𝗻𝗼𝘄 𝗵𝗼𝘄 𝘁𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱? You have a few options! ✔️ Send me a quick message to tell me a little about your business and your bookkeeping needs. ✔️ If you'd like to schedule a call to meet in person, you can see my availability and schedule the call from the Consultation option on my Upwork profile. 𝗕𝘂𝘁 𝗽𝗹𝗲𝗮𝘀𝗲 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗳𝗶𝗿𝘀𝘁! ✔️ If you already have a QBO account, one of the first things I'll need to do is a Diagnostic Review of your books. This will allow me to gauge the scope of work, give you a price quote, and establish an action plan. You can purchase this and learn about what it entails by going to the Project Catalog at the bottom of my profile. ✔️ If you don't already have a QuickBooks Online account, I can set it up for you with an ongoing discounted rate! ✔️ You are also welcome to message me with any questions! I look forward to meeting you!

Microsoft Excel
Spreadsheet Skills
Shopify
Etsy
Amazon
Gusto
Financial Reporting
Account Reconciliation
Accounting
QuickBooks Online
Ecommerce
Accounting Basics
Data Entry
Intuit QuickBooks
Bookkeeping
$85 hourly
Andrew R.
- 5.0/5
- (18 jobs)
I’m Andrew, a commercial real estate analyst with 4+ years of multifamily financial modeling and underwriting experience. Currently working for a top NMHC ranked multifamily investor/developer with $76B+ AUM. I provide clients with institutional-quality real estate analysis at a fraction of the cost. 𝗪𝗵𝗮𝘁 𝗜 𝗰𝗮𝗻 𝗱𝗼 𝗳𝗼𝗿 𝘆𝗼𝘂: Real Estate Financial Modeling 🔹 Build custom, Excel-based real estate financial models and pro formas to project returns 🔹 Create user-friendly tabs including input/summary, budget, amortization, mo. cash flow, etc 🔹 Integrate complex capital stacks, debt terms, equity waterfalls to allow for accurate analysis Underwriting & Deal Analysis 🔹 Provide clear, actionable insights on the feasibility of potential investment opportunities 🔹 Use data-driven assumptions by evaluating market rents, expenses, and sales comps 🔹 Identify key investment strengths, weaknesses, opportunities and risks I’ve analyzed and underwritten $1B+ in real estate transactions—helping investors and stakeholders make data-driven decisions for acquisitions, developments, and portfolios. My experience spans across all asset classes in the housing sector including conventional, affordable, mixed-use, student, build to rent, and single family projects. 𝗞𝗲𝘆 𝗦𝗸𝗶𝗹𝗹𝘀: Real Estate Financial Modeling · Real Estate Underwriting · CoStar · RealPage · ARGUS · Microsoft Excel · Microsoft PowerPoint · Real Estate Financial Model · Real Estate Acquisition · Real Estate Development · Real Estate Project Management · Market Research · Financial Projection · Real Estate Investment Assistance · Pitch Deck · Report Writing · Real Estate Transaction · Modeling · Real Estate Appraisal · Market Analysis · Pro Forma Analysis Reach out now to discuss how we can maximize value for your next real estate investment.

Microsoft Excel
Construction
Finance
Risk Analysis
Risk Assessment
Data Analysis
Market Research
Real Estate Investment Assistance
Financial Analysis
Financial Analysis & Valuation
Financial Model
Real Estate Financial Model
Real Estate
Real Estate Financial Modeling
Real Estate Acquisition
$50 hourly
Francoise B.
- 5.0/5
- (11 jobs)
Françoise is a dynamic, self-motivated legal professional known for her unwavering work ethic, genuine honesty, and a positive approach to turning challenges into opportunities. Her proactive attitude and constant smile reflect her commitment to excellence and innovative problem-solving. With extensive experience as a Legal Assistant and Professional Document Processor, Françoise has consistently streamlined legal processes and developed efficient systems that enhance document management and case preparation. She expertly manages the intricacies of legal documentation—from drafting and formatting to filing and document control—ensuring accuracy and compliance. Her experience filing documents in multiple states as well as in federal courts demonstrates her versatility and deep understanding of the legal landscape. A dedicated team player who also excels working independently, Françoise thrives in fast-paced environments, effectively balancing multiple projects and meeting tight deadlines. I’d love to help you stand above the rest. "I’d love to help you stand above the rest." I know: Word * Word Styles * Egnyte * iManage * ECF/Pacer * Adobe Acrobat Pro * Litera * ChromeRiver * Excel * Redline Comparisons * PowerPoint * Innova * Best Authority * WestLaw * Dropbox * E-Filing in all states and federal courts * Slack * ClickUp * Google Meets * Zoom *

Microsoft Excel
PDF Conversion
Legal Pleadings
Microsoft Word
Table Formatting
Table of Contents
Document Formatting
Litigation
Virtual Assistance
Data Entry
PowerPoint Presentation
Adobe Acrobat
Legal Transcription
Legal Assistance
Word Processing
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