Hire the best Excel Experts in Rancho Santa Margarita, CA
Check out Excel Experts in Rancho Santa Margarita, CA with the skills you need for your next job.
- $120 hourly
- 5.0/5
- (17 jobs)
Power BI Consultant | Financial Data Analytics Expert | Certified Power BI Analyst Are you a CFO, Controller, or Finance Team leader looking to turn complex financial data into actionable insights? I help mid-sized businesses streamline financial reporting, automate dashboards, and optimize data analytics using Power BI. With a B.S. in Statistics, a Power BI Data Analyst certification, and a background in accounting, I bring a unique blend of technical expertise and financial acumen. This allows me to not only build dashboards but also interpret the numbers in a way that drives strategic decision-making. How I Can Help You: ✅ Financial Dashboards & KPI Tracking – Interactive, real-time Power BI dashboards tailored to your business needs. ✅ Automated Reports & Data Integration – Eliminate manual spreadsheets and ensure accurate, up-to-date reporting. ✅ Financial Data Advisory Services – Gain deeper insights into financial performance, cash flow trends, and forecasting. Why Work With Me? ✔ Deep Finance & Accounting Knowledge – Unlike general Power BI developers, I understand financial statements, revenue models, and cost structures. ✔ Data-Driven Decision Making – I don’t just build dashboards; I ensure they provide meaningful insights to guide financial strategies. ✔ Proven Experience with Mid-Sized Businesses – I specialize in helping companies scale their financial analytics without adding complexity. Let’s work together to transform your financial data into a powerful decision-making tool. Contact me today to discuss how I can help!
Microsoft Excel
Analytics DashboardFinancial ReportingFinancial AnalysisData Analysis ExpressionsData ModelingQuickBooks Online APIAPIMicrosoft SQL ServerMicrosoft Power BI DevelopmentExcel MacrosMicrosoft Power BI Data VisualizationPower QuerySQLMicrosoft Power BI - $30 hourly
- 5.0/5
- (8 jobs)
- Certified Salesforce Administrator - Expertise Community users management/ Service cloud. - Expertise in user provisioning, reports & dashboards, email templates, configuration changes, field relationships. -Hands-on expertise with Apex, Visualforce, and LWC. - Expertise in validation rules, flows, process builder, and lead assignment rules. - Domain expertise in mortgage and finance. - Basic understanding of SalesForce CPQ and billing.
Microsoft Excel
Quality AssuranceSalesforce CRMSalesforceSQLData EntryTechnical Support - $24 hourly
- 0.0/5
- (0 jobs)
I am currently a Lock Desk Specialist with a well-rounded skill set in managing all rate lock related duties. This includes: locking loans with investors (HomePoint Financial, United Wholesale Mortgage, US Bank, Sunwest and Caliber), extending rate locks before they expire, and processing change requests through OptimalBlue. I’m also a very customer oriented individual as I have experience providing Loan Originators with support for pricing inquiries and post lock questions.
Microsoft Excel
Microsoft PowerPointMicrosoft WordPricingMicrosoft OutlookCustomer ServiceEncompassSalesforceSales & Marketing - $28 hourly
- 5.0/5
- (1 job)
RELATIONSHIP MANAGER Dedicated Relationship Management Professional with proven success in sales and managing client accounts. Adept at building relationships and retaining key clients and accounts. Demonstrated leader and client advocate with the keen ability to interface with clients, providing information about new products and services. Key areas of expertise: Client Retention | Customer Service | Networking | Cross-Functional Collaboration | Team Leadership Account Management | Strategic Planning | Reporting | Product Management
Microsoft Excel
Google SheetsExcel FormulaSalesforceData EntrySpreadsheet SkillsCRM SoftwareCustomer Relationship ManagementRelationship ManagementClient Management - $15 hourly
- 0.0/5
- (0 jobs)
Need help with analyzing complex data to make it a lot more sense? Hi there! Data Analyst with over 10 years' experience. I specialize in collecting and analyzing data and help determine the best way to represent information visually. I do that by exploring various tools and methods such as Excel, Google Sheets, SQL, Power Query, Dashboard Creation and Visualization.
Microsoft Excel
Visual BasicPower QueryData CollectionAnalytics DashboardExcel FormulaExcel MacrosMicrosoft Excel PowerPivotProject PlanningFinanceData Analytics & Visualization SoftwareData CleaningProject Management OfficeData AnalyticsMicrosoft PowerPoint - $20 hourly
- 0.0/5
- (0 jobs)
PROFESSIONAL SUMMARY Results-driven data analyst with a strong foundation in SQL, R, and Python for data analysis, predictive modeling, and business intelligence. Experienced in analyzing trends, optimizing key performance metrics, and leveraging data-driven insights to improve decision-making. Adept at translating complex datasets into actionable strategies to drive business growth and efficiency.
Microsoft Excel
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