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Hello! I’m Jon, an Excel automation specialist and staff accountant who helps businesses streamline financial processes, build insightful dashboards, and eliminate manual work through advanced Excel solutions. I work daily in Excel as a full-time staff accountant, and on Upwork I’ve completed 70+ successful projects involving: - Financial dashboards & KPI reporting - Accounting reconciliations & variance analysis - Automated Excel tools using VBA/macros - Data cleaning, modeling, and workflow automation - Google Sheets dashboards and custom formulas My background in accounting allows me to approach every project with accuracy, structure, and a deep understanding of how data impacts the financial picture. Recently, I’ve expanded into building fully automated tools, including the creation of macros that reduce repetitive work, speed up reporting cycles, and help clients make faster decisions. What I Can Build for You: - Excel Automation (Macros) - Automated reports and reconciliations - Data import/export tools - Button-driven processes - Custom functions and workflows - Dashboards & Data Visualization - Executive financial dashboards - KPI scorecards - Trend and forecasting tools - Accounting & Finance Support - Reconciliations and month-end assistance - Budget vs. actual reports - Transaction classification and cleanup - Financial modeling + Excel templates Why Clients Hire Me: - 100% Job Success - Top Rated - Strong business & accounting foundation - Fast communication - High accuracy and clean file structure - Ability to design professional, intuitive, automated Excel tools If you’re looking to save time, eliminate manual processes, or gain clearer insights from your data, I’d love to help you build the right solution. Let’s work together!

If you are looking for solutions that will save you time, effort, and energy then I am your Freelancer. I am an expert in: — Microsoft Excel — VBA — Microsoft Access — Microsoft Word — SQL I have 21 years of experience working as a Developer and a data analyst but my experience is not only with development but also but also real world use as a data analyst. This experience helps deliver solutions that are both complete and also practical for an end-user.

I’m a freelance bookkeeper and financial analyst with 10+ years of experience managing books, budgets, and financial processes for various organizations. As a former Financial Controller, Budget Analyst and currently the Founder and CEO of my own startup, I’ve handled day-to-day bookkeeping operations, reconciled complex budgets, tracked costs, and built financial dashboards to streamline workflows—skills I now bring to freelance clients. Certifications: - Intuit Bookkeeping - QuickBooks Online Level 1 - Microsoft Office Excel Expert Level (tracking costs, building dashboards, pivot tables, complex formulas) Bilingual in English and French, I’ve worked with confidential financial data across diverse sectors. If you need an expert to manage your books, create financial reports, or optimize your Excel-based workflows: let’s connect.

I’m a strategic, data-driven analyst with 15+ years of experience combining deep business expertise with advanced technical skills — a rare combination that allows me to turn complex data into clear, actionable decisions. My background spans FP&A, sales operations, and accounting within global enterprises, where I’ve built forecasting models, executive dashboards, and automated reporting systems designed not just to look good, but to actually be used by leadership teams. I specialize in Power BI and Excel solutions that simplify decision-making and bring clarity to messy, real-world data. Whether improving forecasts, streamlining reporting processes, or creating executive-level visibility into performance, my focus is always the same: delivering practical systems that support better business decisions. Clients value working with me because I bridge the gap between technical implementation and business strategy. I communicate clearly, ask the right questions early, and translate complex requirements into structured, easy-to-understand solutions. My experience includes working with Power BI, Excel, Salesforce, SAP, and Oracle, building scalable reporting and analytics solutions across finance and operations environments. If you’re looking for accurate analysis, polished dashboards, and a collaborative partner who understands both the data and the business behind it, I’d be glad to help.

If your spreadsheet technically works but feels messy, confusing, or requires too much manual effort, that's usually where I come in. I'm a former JPMorgan Chase business analyst who builds Excel and Google Sheets solutions that help businesses organize data, improve reporting, and streamline everyday processes. A large portion of my work involves stepping into files that have evolved over time—multiple reports, disconnected data sources, manual workarounds, and formulas layered on top of formulas. I help turn those spreadsheets into systems that are easier to maintain, easier to understand, and more reliable. Recent projects have included financial reporting, accounts payable workflows, commission tracking, compliance processes, reconciliations, operational dashboards, resource planning tools, and custom business trackers. I regularly work with Excel, Google Sheets, Power Query, VBA, and automation tools to reduce manual work and improve accuracy, but my focus is always on solving the business problem behind the spreadsheet. My goal is simple: build solutions that save time, provide trustworthy reporting, and continue working long after the project is complete. If you already have a file or process you'd like improved, feel free to send it over. I'm happy to take a quick look and let you know what's possible.

IT professional with 23 years of experience implementing software solutions for clients prior to becoming a freelancer. In my career I have worked in all phases of the software development life cycle (SDLC). I'm a problem solver with good communication skills. I have worked with clients at all levels. I bring this wealth of experience to my Upwork clients to effectively and efficiently deliver spreadsheet-based solutions to improve their business processes and save them time. Areas of proficiency and experience: - Complex Formulas (including Array Functions) - Advanced Lookup (including lookup on multiple values/fields) - Dashboards and Data Visualization - Power Query / Data Transformation and Loading - Complex Conditional Formatting - Performance Tuning - Data Validation - Tables and Pivot Tables - Charts - VBA/Macros - User Forms / Input Parameters - Helper Columns Notable Projects: - Automated payroll processing - Dashboards of varying complexity - Data analysis and survey charting - Stock Market Portfolio/Trade tracking (including equities, options, and futures) - Fulfillment/Sales/Inventory (e.g. amazon) - Modeling - Investment Performance and Trade Tracking/Reporting - Monte Carlo Simulation - Estimation/Invoices I am now freelancing exclusively and look forward to the opportunity to work with you.