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Hire the best Excel Experts in Miami Beach, FL

Check out Excel Experts in Miami Beach, FL with the skills you need for your next job.
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Clients rate Excel Experts
Rating is 4.8 out of 5.
4.8/5
based on 1,024 client reviews
  • $300 hourly
    • 4.9/5
    • (84 jobs)
    I equip startups, fintechs, and private funds with SEC-compliant fundraising infrastructure, combining regulatory expertise (Reg CF/D), Plaid-powered data integration, and automated KYC/AML workflows. With 45+ successful filings and zero deficiencies, I bridge the gap between capital strategy and compliance-ensuring your raise avoids delays, fines, or operational bottlenecks. Core Services Regulatory Compliance: Reg CF/D Filings: Form C/PPM drafting, accredited investor verification (Plaid Identity), and ongoing reporting templates. KYC/AML Tech: Plaid-integrated identity checks, transaction monitoring (Plaid Transactions API), and OFAC/Sanctions screening via platforms like ComplyAdvantage. Consumer Lending Compliance: TILA/APR calculators with Plaid Balance for real-time account validation. Whitelabel Fundraising Solutions: Embed Plaid Link for instant bank account verification and SEC-compliant share sales directly on your website. Custom investor portals with Plaid-powered transaction history dashboards and automated AML audit trails. Investor Materials: Financial Models: Scenario-based IRR analyses with Plaid-derived cash flow validation. PPMs/Decks: FDIC-aligned risk disclosures, including AML policy summaries and beneficial ownership structures. Due Diligence Kits: Plaudit-verified financials, KYC/AML compliance logs, and liquidity event comparables. Tech Stack Integration Plaid API: Bank account aggregation (Auth/Transactions), balance checks, and income verification for KYC/AML workflows. KYC Tools: Jumio (ID+biometrics), Alloy (risk scoring), and Chainalysis (crypto compliance). AML Automation: Solidus Labs for transaction monitoring + Unit21 for suspicious activity reporting (SAR). Why Clients Choose Me Speed: Reduced Reg D onboarding from 14 days to 48 hours via Plaid-powered KYC. Audit-Proof: Built a Reg CF portal handling 3,200+ investors with 100% Plaid-verified accounts. Cost: Slashed client AML operational costs by 60% using Plaid+ComplyAdvantage API bundling. Recent Projects: Integrated Plaid Auth/Identity for a $12M Reg D 506(c) real estate fund, automating 98% of investor KYC. Designed a whitelabel Reg CF platform with embedded Plaid Link, cutting issuer onboarding by 70%. Let’s turn compliance into your competitive edge-no theoretical jargon, just actionable systems to scale securely.
    Featured Skill Microsoft Excel
    Due Diligence
    Valuation
    Equity Valuation
    Investment Research
    Company Valuation
    Discounted Cash Flow
    Financial Analysis & Valuation
    Investment Banking
    Financial Projection
    Business Plan
    Financial Modeling
    Pitch Deck
    Blockchain
    Presentations
  • $15 hourly
    • 5.0/5
    • (4 jobs)
    In my professional career, I demonstrated my ability to work efficiently and effectively in a fast-paced environment, meeting deadlines while maintaining a high level of accuracy. I have gained extensive experience in -Data entry -Database management -Record keeping -Team management I am well-versed in using various software programs such as -Microsoft Excel -Microsoft Word -Follow Up Boss -Rent Manager -Microsoft Teams -Canva Pro -Zoom conference calls -Dropbox -PDF I am particularly skilled at -Verifying data -List Building -Calendar Management -Identifying errors and discrepancies and taking corrective action -Communication -Time management -Bookkeeping -Email management -Writing and typing -Basic IT knowledge -Self-motivation and concentration -Data cleaning/organization My mental flexibility is one of the characteristics that set me apart from other candidates. While I am capable of applying logic and reasoning to solve complex problems, I am also capable of using creative thinking during brainstorming sessions for innovation. I am confident that my passion for organization and attention to detail, combined with my technical abilities, make me an excellent asset to any company.
    Featured Skill Microsoft Excel
    Light Bookkeeping
    File Management
    Scheduling
    Meeting Notes
    ChatGPT
    Transaction Data Entry
    Zoom Video Conferencing
    Data Scraping
    Data Collection
    Microsoft Outlook
    Invoicing
    Archiving
    Data Entry
    Microsoft Word
  • $75 hourly
    • 5.0/5
    • (1 job)
    FileMaker expert. Currently working as Principal Backend Developer. I work a lot with Integrations: JS, PHP, Node, TypeScript, JSON, SQL, Mongo and more... including building database schemas, optimizing solutions, adding new features, making charts and reports. Vibe Coding Expert - Cursor, Windsurf, V0, Bolt, Replit Portfolio: maxpetrusenko.notion.site/Portfolio-e521a73ef4bf41ccaf2e0098edd72c25?pvs=74 You can find my updated profile on LinkedIn or GitHub
    Featured Skill Microsoft Excel
    Tableau
    Database Design
    Highcharts
    Chart.js
    Database Management
    HTML
    Python
    Claris FileMaker
    JavaScript
    PHP
    Node.js
    SQL
    CSS
  • $50 hourly
    • 5.0/5
    • (4 jobs)
    I am a former private banker and petroleum engineer experienced in bookkeeping for small and medium-sized businesses. Freelance bookkeeping emerged as my next career destination, allowing me to leverage my proficiency in data analysis, legal compliance, and financial management. My objective is to assist businesses in maintaining impeccable financial records, enabling them to make informed decisions, meet compliance standards, and thrive financially.
    Featured Skill Microsoft Excel
    QuickBooks Online
    Financial Statements Preparation
    Financial Statement
    Financial Modeling
    Financial Consulting
    Financial Analysis
    Microsoft PowerPoint
    Microsoft Word
    Business Management
    Account Management
    Light Bookkeeping
    Microsoft Office
    Intuit QuickBooks
    Bookkeeping
  • $50 hourly
    • 5.0/5
    • (5 jobs)
    I help businesses transform raw data into actionable insights with interactive dashboards, advanced analytics, and automated reporting. With years of experience across multiple industries, I have designed and optimized 39+ dashboards, reducing manual reporting time and enhancing decision-making for C-level executives and teams. 💡 Key Areas of Expertise: ✔ Tableau, Power BI, Google Looker Studio Solutions – From data prep to dashboard creation ✔ Row-Level Security (RLS) & Performance Optimization – Secure, fast, and user-specific reporting ✔ Custom KPIs & Trend Analysis – Automated period-over-period comparisons ✔ Complex SQL & Snowflake Queries – Merging multiple data sources seamlessly ✔ Strategic BI Consulting – Helping businesses move from Excel to dynamic dashboards 🚀 Why Work With Me? I don’t just build dashboards—I help businesses make smarter, faster decisions through clear and compelling data visualizations. My expertise reduces reporting inefficiencies, improves data integrity, and allows teams to focus on strategy rather than manual data crunching. 🔹 Certified Tableau Professional 🔹 Worked with Enterprise, Startups, and Healthcare clients 🔹 Experience with Google Analytics, Salesforce, Power BI, and more 🚀 Let’s discuss how we can bring clarity to your data! Please send me a message to get started.
    Featured Skill Microsoft Excel
    Microsoft Power BI
    SAP Analytics
    SAP
    CSS
    SQL
    Java
    Wix
    WordPress
    Shopify
    JavaScript
    Python
    HTML
    PHP
  • $50 hourly
    • 5.0/5
    • (25 jobs)
    Hello! I am an experienced Financial Analyst with excellent excel skills (top 5% on LinkedIn). Before I started freelancing, I worked predominantly in corporate Finance where my days revolved around Microsoft Excel and Google Sheets, so I have decided to use these skills to help others with their own business needs. I have managed extremely large data sets (200k+ rows) and am very comfortable performing manipulations and creating financial reports and analysis. Although I specialize in building new financial models, I also troubleshoot pre-existing reports and datasets. If you need help with your own project, please get in touch as I would be more than happy to assist. I am available to discuss the details via email, phone or text - whatever is most convenient for you. Thank you.
    Featured Skill Microsoft Excel
    Automation
    Financial Reporting
    Financial Modeling
    Financial Planning
    Data Visualization
    Financial Variance Analysis
    Financial Analysis
    English
    Data Analysis
    Spreadsheet Software
    Data Scraping
    Analytical Presentation
    Data Entry
    Microsoft Office
  • $50 hourly
    • 5.0/5
    • (1 job)
    Summary An experienced Director of Revenue Operations with a proven track record of achieving significant revenue growth and increasing operating margins through the creation and deployment of new deals and products. Skilled in managing sales teams, collaborating with technology teams, and possessing an extensive network of personal connections in the performance marketing, ad tech, digital media, technology, finance, and hospitality industries. Platforms: SQL, Python, Jira, Amazon Web Services, Google Colab, Jupyter Notebooks, Google Analytics, APIs, Business Intelligence, Graph DB, XMIND, Microsoft Office, Salesforce, Notion, Dashboards (various). Skills: Reporting and Analytics, Data Science, Presentations, Team Management, Operations, Media Buying (various platforms), Trading Strategy, New Products, User experience, Bid logic, Campaign Optimization.
    Featured Skill Microsoft Excel
    Jupyter Notebook
    Python
    API
    Data Management
    SQL
    Data Science
    Business Development
    Media Buying
    Presentations
    Salesforce CRM
    Portfolio Performance Modeling
    Jira
    Amazon Web Services
    Financial Report
  • $23 hourly
    • 4.8/5
    • (1 job)
    Seasoned, creative professional with over 5 years of experience in office administration, marketing and communications. Proficient in maintaining databases, processing documents and reporting. Skilled in creating and designing marketing materials and marketing campaigns as well as event logistics and design. Demonstrates collaborative attitude, and a strong commitment to providing exceptional customer service. Possesses a versatile background with experience showcasing proficiency in problem-solving, effective communication, and adaptability.
    Featured Skill Microsoft Excel
    Virtual Assistance
    Design Thinking
    Telephone
    Filing
    Customer Service
    Social Media Management
    Microsoft Office
    Social Media Website
    Light Bookkeeping
    Data Entry
    Bookkeeping
    Persona Development
    Smartphone
    Social Media Content
  • $65 hourly
    • 0.0/5
    • (0 jobs)
    I am a certified public accountant registered in the state of Florida. I have a vast array of experience working with Microsoft Excel, Quickbooks, AR, AP, and the entire accounting cycle. I've done everything from preparing complete financial statements to posting adjusting journal entries. I have built accounting systems from scratch and reworked ineffective systems. I feel comfortable in all business related accounting and finance activities.
    Featured Skill Microsoft Excel
    Accounting Basics
    Bookkeeping
    Accounts Receivable Management
    Accounts Payable Management
    Financial Statement
    Financial Analysis
    Accounting
    CPA
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    I am a former strategy consultant, expert in data driven decision making. I helped CMOs deliver growth through initiatives including product redesign, pricing optimization, customer engagement and retention. I am proficient in most common data analytics tools and built advanced applications on a wide range of supports, from standalone Excel documents to solutions involving multiple databases, scheduled jobs and Python coded logic.
    Featured Skill Microsoft Excel
    Microsoft PowerPoint
    Data Analytics
    Pricing Strategy Consulting
    Customer Retention
    Customer Engagement
    A/B Testing
    Marketing Analytics
    Tableau
    Microsoft Power BI
    SAS
    Python
    SQL
    Microsoft Office
    French
  • $30 hourly
    • 0.0/5
    • (0 jobs)
    Hi there! I'm a cloud security enthusiast with AWS Security Specialty and Cloud Practitioner certifications, a background in full-stack development, and have a habit of automating anything that stands still long enough. I've built security and cloud projects, explored SIEM solutions, and set up self-hosted cloud security labs-what's grass again? Always learning, always building-usually while breaking everything critical. Beyond my professional experience, I have worked on personal security and cloud projects, including: ✔ Fully serverless web app built with AWS and designed for manga fans to browse and save manga. ✔ Python based web scraper connected with Google Sheets to track stock market data. ✔ Excel stock portfolio macro sheet that automates financial analysis with stock tracking algorithms. ✔ Self-hosted cloud security projects to expand my hands-on experience.
    Featured Skill Microsoft Excel
    Web Application
    Management Information System
    Report Writing
    Accounting Software
    Research & Development
    Grammar & Syntax Review
    JavaScript
    Financial Analysis
    Copywriting
    Human Resources
    CSS
    HTML
  • $30 hourly
    • 5.0/5
    • (1 job)
    I got my first job at 15 years old, working as an assistant to my mother helping her design a website with HTML and CSS I had taught myself and with all things tech related, by the time I officially joined the workforce at 20, I was already proficient in most Office programs as well as Adobe Pro, Quickbooks, and more. I have 20 years experience working in office administration, and almost 15 years experience working in bookkeeping / HR / Payroll. I have never forgotten my roots, and I prefer the experience of working with small businesses and entrepreneurs over faceless corporations. I'm here to utilize my skills, make connections, and help businesses who need it the most. I value honesty, and communication. Tell me what you need and I will make it happen.
    Featured Skill Microsoft Excel
    Intuit QuickBooks
    Google Sheets
    Microsoft Word
    General Transcription
    Data Entry
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