Hire the Best Spreadsheets Experts in Durham, NC

FINANCE & ERP CONSULTANT | ERP Migrations, Integrations, AI Automation, Clean Close, Clear Reporting I help founders and growing teams get accurate financials, faster month-end close, and decision-ready reporting by fixing what is happening inside the ERP and connected systems, not just patching symptoms. With 12+ years across corporate and nonprofit finance leadership, I specialize in ERP migrations, cleanups, integrations, and finance-operations improvements that make reporting reliable. My approach is root-cause driven. When reports do not tie out, workflows break, or data does not flow correctly between systems, I dig in, find the cause, and implement practical fixes that stick. You work directly with me end to end, with clear communication, strong tie-outs, and audit-ready documentation. What I do: - ERP migrations and implementations (QuickBooks, Odoo, Sage Intacct, Sage, Microsoft Dynamics 365, SAP) - ERP and QuickBooks cleanup, catch-up bookkeeping, and reconciliations - Month-end close, financial statements, and variance analysis - AP/AR process improvement, budgeting, and cash flow planning - Multi-entity reporting and dashboard design - AI and workflow automation for finance: automating data entry, categorization, reporting, and routine close tasks so a lean team runs like a larger one Systems: QuickBooks Online | Sage Intacct | Sage | Odoo | Oracle | Microsoft Dynamics 365 | SAP | Excel | Microsoft 365 Send a message with your current system and what is not working (migration planning, integration issues, reporting gaps, close delays, or manual processes ripe for automation), and I will recommend next steps.

I am an project manager and data/automation specialist (particularly in Airtable) with extensive experience in the innovation and entrepreneurship space. I am currently living abroad and seeking remote work opportunities, so just getting started with UpWork. - I help orgs get their data out of spreadsheets into a centalized database and automate their processes so they can spend time on what matters. - I know innovation and early-stage commercialization well and can help with prototyping, strategy, marketing, communications, and design for projects big and small. - I have worked primarily on small, enterpreneurial teams and love being thrown into a mess and quickly developing solutions using all of my skills and experience. With an extensive educational and work history, including advanced degrees from Stanford (Product Design) and Yale (Urban Ecology), I bring a unique combination of analytical skills, design thinking methodology, and hands-on project management experience to complex organizational challenges.

Need the right prospects instead of another generic contact list? I help businesses, agencies, SaaS companies, recruiters, real estate firms, and sales teams find targeted prospects and decision-makers based on their exact requirements. I focus on finding the right companies, the right people, and accurate business contact information so your sales team can spend less time researching and more time reaching out. ## What I Can Help With 🔹 B2B Lead Generation • Targeted company and contact research • Decision-maker research • Prospect list building • Industry and location-based research • Job title and company-size targeting • ICP-based lead research 🔹 Contact & Email Research • Business email finding • Email verification • LinkedIn profile research • Contact enrichment • Company research • Clean and organized databases 🔹 LinkedIn Lead Generation • LinkedIn Sales Navigator research • Advanced prospect filtering • Decision-maker sourcing • LinkedIn prospect list building • Manual LinkedIn research 🔹 Outreach Support • Cold email list building • LinkedIn outreach support • Prospect qualification • Outreach campaign research • CRM data preparation • Follow-up research ## Tools I Use LinkedIn Sales Navigator, Apollo, ZoomInfo, Hunter, RocketReach, ContactOut, SalesQL, Crunchbase, Clay, NeverBounce, ZeroBounce, MillionVerifier, Google Sheets, Excel, Airtable, HubSpot and Zoho CRM. ## Industries I Have Researched SaaS and Technology, Real Estate, Recruiting, Healthcare, Financial Services, Marketing Agencies, E-commerce, Manufacturing, Construction, Hospitality, Professional Services, Solar and Energy, and other B2B industries. ## What You Can Expect ✅ Targeted research based on your requirements ✅ Relevant decision-makers and business contacts ✅ Verified business emails ✅ Clean Google Sheets, Excel or CSV files ✅ Manual quality checks ✅ Well-organized and outreach-ready data ✅ Reliable communication and consistent delivery I don't just collect contacts to reach a number. I take time to understand who you're trying to reach and build the list around those requirements. If you already have your target industry, location, company size and job titles, send me the details and I can start researching your ideal prospects.