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  • Hourly: $5.00 - $10.00
  • Entry Level
  • Est. time: Less than 1 month, Less than 30 hrs/week

I need someone to find about 50 high-quality US prospects that align with my qualifications. Main information I need is Name, Number, Email, and Brief Job Description/History. The ideal candidate will have experience in lead generation and data entry, ensuring accuracy and efficiency in gathering and organizing prospect information.

Posted 4 weeks ago
  • Hourly: $5.00 - $8.00
  • Intermediate
  • Est. time: Less than 1 month, Less than 30 hrs/week

TACTICAL WITH ATTENTION TO DETAILS! Access an online database Extract onto an excel sheet by segmentations provided Will be a copy and paste due to the online platform I believe Extract Name, Phone, Email, Address, ID, Registered Date FORMATED per my instructions FINAL FILES CSV AND EXCEL

  • Hourly: $20.00 - $20.00
  • Entry Level
  • Est. time: 1 to 3 months, Less than 30 hrs/week

Data & Administrative Coordinator About the Role: The Data & Administrative Coordinator will play a critical role in ensuring accurate and timely data entry across various systems and workflows. This is an entry-level position ideal for someone who is highly organized, dependable, and comfortable working with spreadsheets and databases. ________________________________________ Key Responsibilities: • Input and update data across internal systems with a high degree of accuracy • Review and verify data for discrepancies or errors and correct them when needed • Maintain organized digital records and documentation • Assist with compiling reports, tracking project data, and supporting administrative tasks • Communicate with team members to ensure data completeness and consistency • Support ad hoc data-related tasks as needed • Data collection for external partners ________________________________________ Qualifications: • High school diploma or equivalent required; associate or bachelor’s degree preferred • Strong attention to detail and commitment to accuracy • Proficiency with Excel or Google Sheets • Ability to manage repetitive tasks efficiently and reliably • Good written and verbal communication skills • Ability to work independently and manage time effectively • Support other asset management processes as needed ________________________________________ Preferred (Not Required): Familiarity with CRM platforms such as Salesforce Familiarity with Microsoft Excel and Google Sheets

  • Hourly: $30.00 - $70.00
  • Intermediate
  • Est. time: 1 to 3 months, 30+ hrs/week

We’re looking for a detail-oriented freelancer to help build and standardize our product database inside Floorzap (flooring ERP software) for a luxury tile company. This project involves organizing manufacturer price lists, converting PDFs into clean Excel spreadsheets, and importing products into Floorzap using their import templates. Responsibilities * Standardize manufacturer price lists across multiple vendors. * Convert PDF price books into clean, editable Excel files using AI tools (Claude is our preferred platform) and manual verification. * Clean, organize, and normalize product data. * Format data to match Floorzap’s import templates. * Import products into Floorzap. * Verify imported data for accuracy. * Create a detailed Standard Operating Procedure (SOP) for each manufacturer so future uploads can be completed by anyone on our team. * Document every step with written instructions and screenshots. Required Skills * Advanced Microsoft Excel * Data cleanup and organization * PDF-to-Excel conversion * AI tools (Claude, ChatGPT, etc.) * Process documentation * Excellent attention to detail Bonus Experience * Floorzap * Flooring or tile industry * Product database management * ERP/CRM implementations * Catalog management

  • Hourly: $20.00 - $25.00
  • Intermediate
  • Est. time: More than 6 months, Not sure

Cerebral Tax Advisors is a Tax Preparation agency specializing in helping high net work individuals maximize their tax returns. This fully remote team serves over 150 clients every day. About the Role: We are seeking a highly organized and detail-oriented Operations Assistant to join our growing team. In this remote role, you will play a crucial part in ensuring the smooth and efficient operation of our day-to-day activities. This position requires strong communication skills, a proactive approach, and the ability to thrive in a fast-paced environment. Responsibilities: Data Entry: Accurately input data into various systems and databases. System Updates: Maintain and update information across different platforms. Template Management: Update and improve existing templates to enhance efficiency. SOP Creation & Maintenance: Develop and maintain comprehensive Standard Operating Procedures (SOPs) for various processes. Process Improvement: Identify opportunities to streamline operations and improve workflows. Communication: Provide regular updates on progress and proactively communicate any challenges or roadblocks. Qualifications: US-Based: Must be located within the United States. Excellent Communication Skills: Able to clearly and effectively communicate both verbally and in writing. Strong Attention to Detail: Highly accurate and meticulous in data entry and documentation. Proficiency in GSuite of Products: Specifically Gmail, Gchat, Google Docs, and Google Sheets. Tech Savvy: Comfortable learning and adapting to new software and systems. Self-Starter: Able to work independently and manage time effectively in a remote environment. Overcommunication: Proactive in providing updates and seeking clarification when needed. Reliable and Dedicated: Committed to meeting deadlines and producing high-quality work.

  • Hourly
  • Expert
  • Est. time: Less than 1 month, Less than 30 hrs/week

I'm looking for a freelancer to convert a PDF into a fully editable Excel workbook. Requirements: Match the PDF exactly in layout, formatting, fonts, borders, colors, and cell structure. Deliver a fully editable Excel file (not a scanned image or locked workbook). Ensure all formulas, formatting, and data are accurate. No formatting discrepancies or alignment issues. Attention to detail is critical.

  • Fixed price
  • Expert
  • Est. budget: $500.00

Excel file which contains crime category data. A crime listing using Crime Codes ( provided by me and will not change that reference a particular crime. As example if the code is "6" the crime is Theft. If "0" the crime is murder. etc.) List each crime category by date range. Example: In the input document the date range is shown, like 3/1/24 thru 3/1/26. The column heading would be 3/1/24 thru 2024, then 2025, then 2026 thru 3/1/26) Then on left side will be the Crime Categories: See a sample report which I will upload. The location will have violent crimes and property crimes, whereas the radius report will have violent crimes only, unless, I check a box which says to include property crimes for radius also. At present I have a program to do all of this, but I want to update it a bit.

  • Hourly: $30.00 - $60.00
  • Intermediate
  • Est. time: Less than 1 month, Less than 30 hrs/week

I am looking for an experienced Microsoft Excel professional to create a clean, professional-looking, single-sheet financial asset tracker for someone’s personal finances. This is not a budgeting spreadsheet or expense tracker. It is a master inventory of financial assets spread across multiple financial institutions. It should be simple, almost as if I created it or edited it from a template. Overall Goal Create one Excel worksheet that serves as a complete financial dashboard showing every financial account owned. The spreadsheet should be extremely easy to read, update, print, and understand, even for someone with limited Excel experience. Everything should remain on one worksheet. I do not want multiple tabs. The spreadsheet should automatically calculate totals while requiring only simple manual entry of balances and dates. ________________________________________ Assets to Track Approximately: • 10 different banks or credit unions • Each bank contains: o 1 Checking Account o 1 Savings Account o 3–5 Certificates of Deposit (CDs) • Traditional IRA • 401(k) (or similar retirement account) • Required Minimum Distribution (RMD) notes if applicable • Two Life Insurance Policies ________________________________________ Layout Requirements The worksheet should have the following sections: Header Top of page should contain: • Name • Financial Asset Summary • Last Updated Date • Grand Total of All Assets (larger and easy to see) ________________________________________ Bank Sections Each bank should have its own clearly separated section. Example: PNC Bank Checking Savings CD #1 CD #2 CD #3 Bank Total The same layout repeats for every bank. Each bank section should be visually separated using color. For example: Blue Header – Bank #1 Green Header – Bank #2 Orange Header – Bank #3 Purple Header – Bank #4 Gray Header – Bank #5 etc. Each bank should be immediately recognizable. ________________________________________ Columns Each account should have these columns: Institution Name Account Type Dummy Account Number Current Balance CD Maturity Date Bank Contact Info, including website link Notes ________________________________________ Totals At the bottom of every bank section there should be an automatically calculated: BANK TOTAL using Excel SUM formulas. At the very bottom of the worksheet there should be a: GRAND TOTAL that automatically adds together: • Every Bank Total • Retirement Accounts • Cash Value of Insurance Policies (if entered) No manual calculations should ever be required. ________________________________________ Retirement Section Separate sections for retirement accounts including: Institution Account Type Account Number (dummy) Current Balance Financial Advisor Phone Number Required Minimum Distribution (Yes/No) Annual Distribution Amount (optional) Notes ________________________________________ Life Insurance Section Separate section containing: Insurance Company Policy Number (masked) Policy Type Death Benefit Cash Value Agent Name Agent Phone Agent Email Notes ________________________________________ Automatic Formatting Please use professional formatting including: Bold section headers Alternating row shading Borders Currency formatting Date formatting Very simple 12 pt font such as arial or aptos narrow Nothing overly fancy or designed. Consistent spacing Suitable for printing. ________________________________________ Color Coding Each financial institution should have its own header color. The retirement section should have a different color. The insurance section should have a different color. The Grand Total should stand out using a simple highlighted box. ________________________________________ Ease of Use The spreadsheet should be designed for someone with very little Excel experience. No complicated menus. No macros. No VBA programming. No hidden worksheets. No complicated formulas other than automatic totals. I simply want to click into a balance cell, type the updated amount, and have every total automatically update. ________________________________________ Security The spreadsheet should NOT contain: Any account numbers (use dummy 12345 etc) Actual dollar amounts (use dummy $1 or whatever necessary) Social Security numbers Passwords PINs Usernames Security questions ________________________________________ Future Expansion Please leave room to add: Additional banks Additional CDs Additional retirement accounts Additional insurance policies without redesigning the worksheet. ________________________________________ Deliverables Please provide: • Excel (.xlsx) • Editable • Compatible with Microsoft Excel 365 • Printable on standard letter paper • No password protection • Clean professional design • Easy for non-technical users to maintain The finished spreadsheet should look like a professional financial dashboard while remaining simple enough that anyone can update it in a few minutes each month.

Posted 6 days ago
  • Hourly: $15.00 - $25.00
  • Intermediate
  • Est. time: Less than 1 month, Less than 30 hrs/week

We are seeking a detail-oriented individual to organize our contact lists. Responsibilities include categorizing contacts by name, email, and phone number, ensuring accuracy and consistency. The ideal candidate will have experience in data entry and administrative support, with strong attention to detail.

  • Fixed price
  • Intermediate
  • Est. budget: $75.00

We are seeking a skilled freelancer to download an Excel file from Bloomberg, applying 7 specific filters to the Russell 2000. The ideal candidate should have experience working with Bloomberg Terminal and be proficient in Bloomberg & Excel data manipulation. If you are detail-oriented and can work efficiently under time constraints, we would love to hear from you. Must have file ASAP. Ongoing role possible for successful candidate

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