I am a proficient accounting and finance manager, along with a proficient virtual assistant. I have over 16 years of experience in the finance world, as well as a degree in Accounting and Business Administration. I have over 10 years of experience in the VA world. I have worked for large compaines and small companies, ranging from over 500 employees to just 5.
Account Reconciliation
Accounts Payable
Intuit QuickBooks
Accounts Receivable
Bank Reconciliation
Financial Accounting
Accounts Receivable Management
Accounts Payable Management
Finance & Accounting
Google Workspace
QuickBooks Online
Microsoft Office
Account Management
Bookkeeping
Craig L.
Pendleton, Indiana
$85/hr
4.9
20 jobs
I help businesses streamline operations, eliminate manual work, and build scalable solutions using Microsoft 365, Power Automate, Power Apps, and SharePoint.
Most of the clients I work with already have systems in place—but they’re inefficient, inconsistent, or breaking under real-world use. That’s where I come in.
What I Do Best
Power Automate (Flow Design & Optimization)
Build end-to-end workflows triggered by Forms, email (Outlook/Gmail), SharePoint, and user actions
Handle approvals, notifications, document generation, and data processing
Fix broken flows and implement proper error handling to prevent failures
SharePoint (Architecture, Cleanup & Modernization)
Clean up messy environments and redesign for scalability
Build structured lists, libraries, and permission models
Migrate legacy setups into modern, usable SharePoint Online solutions
Power Apps (Custom Business Solutions)
Create apps that replace manual processes and disconnected spreadsheets
Design user-friendly interfaces that drive adoption
Integrate seamlessly with SharePoint and backend workflows
M365 Integration
Connect SharePoint with Teams, Outlook, OneDrive, and Entra ID
Build systems that work together—not in silos
Real-World Experience
Built automated intake and routing systems from email to SharePoint (including Gmail integrations)
Designed flows that dynamically route documents using lookup tables and metadata
Developed solutions that pull user data from Entra ID and apply conditional business logic
Created structured SharePoint systems to support ongoing operations—not just one-time builds
Troubleshot and stabilized complex flows that were failing due to poor design
I also regularly support multi-project environments, acting as a go-to resource for ongoing enhancements and new automation requests.
How I Work
Clean, maintainable builds (no shortcuts that cause issues later)
Strong focus on structure, naming conventions, and scalability
Clear communication and reliable delivery
Able to jump into existing environments and quickly improve them
Ideal Clients
Businesses already using Microsoft 365 but not getting the most out of it
Teams with manual or repetitive processes that need automation
Organizations looking for a long-term Power Platform partner, not just a one-time fix
Microsoft Word
Microsoft Excel
Google Sheets
Layout Design
Presentation Design
Data Mining
Google Apps Script
Google Docs
Microsoft SharePoint
Microsoft Power Automate
Microsoft PowerApps
Adam H.
Middletown, Indiana
$75/hr
5.0
28 jobs
I build financial projections that get SBA loans approved. I spent 12 years on the lender side of the desk, where my team closed 1,500+ SBA loans, and today I run ProjectionHub, where we build the financial projections and business plans that underwriters say yes to.
📊 𝙰 𝙵𝙴𝚆 𝙽𝚄𝙼𝙱𝙴𝚁𝚂 𝚃𝙷𝙰𝚃 𝙼𝙰𝚃𝚃𝙴𝚁
✅ 1,500+ SBA loans closed during my 12 years running an SBA lending program ✅ Grew a small business loan fund from $100K to more than $50M lent ✅ 1,000+ custom financial models and financial projections delivered since 2012 ✅ 50,000+ founders have used ProjectionHub's financial projection templates and tools ✅ Clients approved for millions in SBA 7(a) and SBA 504 financing
⭐ Here is what a recent Upwork client said: "We found Adam, and what a blessing it was! He went WAY above and beyond our expectations. The lender we are working with was blown away at the critical information they received from us, which allowed our process to progress easily and much faster." (Curtis S., SBA loan financial projections)
🏦 𝚆𝙷𝚈 𝙻𝙴𝙽𝙳𝙴𝚁𝚂 𝚂𝙰𝚈 𝚈𝙴𝚂
Most financial projections fail at the bank for one reason: they were built by someone who has never read a projection the way an underwriter reads one. I have. I approved and declined SBA loan applications for over a decade, so every financial projection I build starts from the question the lender will actually ask: does the cash flow cover the debt? That means DSCR, break-even, and coverage ratios are not an afterthought in my financial projections. They are the spine.
ProjectionHub is also the company behind 100+ CPA-developed, industry-specific financial projection templates, so your financial projections start from proven revenue logic for your industry, not a blank spreadsheet. We have built financial models across healthcare, construction, real estate, e-commerce, SaaS, retail, restaurants, and franchises.
📈 𝚆𝙷𝙰𝚃 𝙸 𝙳𝙾
▸ Financial projections for SBA loans: 5-year, 3-statement financial projections with DSCR, break-even, and coverage ratio analysis built for SBA 7(a), SBA 504, and bank underwriting ▸ Business plans: lender-ready business plans with integrated financial projections, market research, use of funds, and staffing plans ▸ Financial models for investors: revenue models, unit economics, and investor-grade financial projections for pre-seed through Series A raises ▸ Acquisition financial projections: pro forma financial projections and debt service analysis for business acquisitions ▸ SBA loan prequalification: document review, maximum SBA loan sizing, and direct introductions to best-fit SBA lenders ▸ Financial model review: validating the assumptions in your existing financial model or financial projections before they reach a lender or investor
🤝 𝚆𝙷𝙾 𝙸 𝚆𝙾𝚁𝙺 𝚆𝙸𝚃𝙷
Founders applying for SBA loans, buyers acquiring a business with SBA or bank financing, startups preparing investor-grade financial projections, and existing businesses expanding with new debt. If your deal needs financial projections a credit committee will trust, that is my lane.
📋 𝙷𝙾𝚆 𝙸𝚃 𝚆𝙾𝚁𝙺𝚂
1. Send me your loan or raise details: loan type, target amount, timeline
2. First draft of your financial projections in as little as 2 business days
3. Unlimited revisions to your financial projections based on lender or investor feedback
4. When useful, a direct introduction to 1-2 SBA lenders who fit your deal
📞 If you are preparing an SBA loan application, raising capital, or buying a business, message me with your loan type, target amount, and funding stage. I will outline exactly what your financial projections and business plan need to get approved.
Financial Analysis
Financial Modeling
Business Plan Writing
Business Plan
Financial Projection
Forecasting
Microsoft Excel
Accounting
Small Business Administration
Business Analysis
Financial Analysis & Valuation
Financial Accounting
Financial Planning
Company Valuation
Market Research
Accounting Principles & Practices
Pitchbook
Business Proposal Writing
Commercial Lending
Executive Summary
Nathaniel T.
Indianapolis, Indiana
$50/hr
5.0
6 jobs
As a seasoned project management professional specializing in PMO operations and software, I bring over 8 years of experience optimizing organizational efficiencies and spearheading strategic initiatives.
Currently serving as Sr. Manager, PMO at EXOS IT, I've successfully restructured PMOs by implementing agile governance, trained teams in Lean-Agile principles, and utilized my Lean Six Sigma Black Belt background to drive continuous improvement.
My track record includes overseeing multimillion-dollar projects at global firms like Amphenol and Wurth Industry North America, where I've implemented stage-gate governance and achieved significant cost savings through innovative solutions.
With a strong foundation in program and project management, I excel in transforming visions into tangible results, ensuring alignment with organizational goals and delivering measurable business impact.
Project Management
Business Transformation
Continuous Improvement
Managed Services
Process Improvement
Charity F.
Greenwood, Indiana
$175/hr
5.0
4 jobs
My career began as a classroom educator in Indiana. Over the past
two decades, I supported enhancements to the assessment industry
through contributions at the Indiana Department of Education,
CTB/McGraw Hill Education, Smarter Balanced and edCount. I focused on content and research efforts and completed
my dissertation to contribute to assessment development practices
to benefit all students. I value the intersection of teaching, learning
and evaluation.
Key contributions:
*Supporting content development for Smarter Balanced Assessment
Consortium
*Program Management for CTB/McGraw Hill to develop Smarter
Balanced content (2012-2015)
*Deputy Director of Content Development for Smarter Balanced
(2016-2017)
*Supporting development of large scale assessment systems in
Indiana (2017-2019): ILEARN and I AM deployment
*Successful engagement for Lilly Endowment grant funding to secure
over $100 Million to support early literacy efforts (2022)
Program Management
Content Writing
Grant Writing Consultation
Contract Management
Kelci F.
Lafayette, Indiana
$40/hr
5.0
8 jobs
Hello! I'm Kelci Fox, an experienced professional with a strong background in program management, community engagement, and team building. With over six years of experience in diverse roles, I bring a wealth of knowledge and expertise to every project I undertake.
As a Program Manager for the "Read to Succeed" literacy program, I've successfully coordinated and implemented initiatives that have positively impacted local elementary schools. My role at United Way of Greater Lafayette has allowed me to collaborate with various community partners, develop programs, and manage projects from conception to completion. I am skilled in volunteer management, multidisciplinary team collaboration, and case management, ensuring that all aspects of a project run smoothly.
My professional journey also includes experience as an Independent Living Life Enrichment Coordinator, where I excelled in creating and overseeing programs that enhanced the quality of life for residents. I have a proven track record of working effectively in team environments, leading projects, and delivering results that meet or exceed expectations.
In addition to my program management expertise, I am passionate about communication and writing. I am an avid book reader with a keen eye for detail, which has honed my ability to provide thoughtful, well-structured reviews and feedback. Whether it's website testing, book reviews, or other detailed tasks, I approach every assignment with a high level of precision and professionalism.
Key Skills:
Program Management
Community Engagement
Team Building & Leadership
Volunteer Management
Multidisciplinary Team Collaboration
Case Management
Public Speaking
Detailed Feedback & Review Writing
Website Testing
Microsoft Office Suite
Why Work With Me? I am dedicated to delivering high-quality work and exceeding client expectations. My diverse experience enables me to tackle a wide range of projects, and my commitment to clear communication ensures that you are always informed and satisfied with the progress. Whether you need help with program development, community initiatives, or detailed feedback on a project, I am here to help you achieve your goals.
Let's collaborate and make your project a success!
Program Management
Event Planning
Data Analysis
Management Skills
Microsoft Word
Customer Satisfaction
Data Entry
Microsoft Excel
Communications
Office Administration
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