You will get Administrative Support Beyond the Basics: Automation for Your Business
Project details
I provide proactive and reliable administrative support, combining strong organization, attention to detail, and nearly **10 years of experience in finance, operations, data analysis, and process improvement**.
How I Can Help
✓ Calendar, inbox, meeting, and task management
✓ Document preparation, formatting, and digital filing
✓ Data entry and spreadsheet management
✓ Expense tracking, invoices, payments, and financial controls
✓ Customer, supplier, and team communication
✓ Reports, presentations, and follow-ups
✓ Travel planning and operational coordination
✓ Process documentation and workflow organization
My Differentials
→ Financial background
→ Data-driven support: ability to organize information and create clear spreadsheets, reports, and dashboards.
→Process improvement: identification of gaps, inefficiencies, and opportunities to standardize workflows.
→Automation skills: reduction of repetitive work using Excel, Power Query, Power BI, and automation tools.
You receive more than administrative assistance: you gain a proactive professional focused on keeping your operations organized, controlled, efficient, and scalable.
How I Can Help
✓ Calendar, inbox, meeting, and task management
✓ Document preparation, formatting, and digital filing
✓ Data entry and spreadsheet management
✓ Expense tracking, invoices, payments, and financial controls
✓ Customer, supplier, and team communication
✓ Reports, presentations, and follow-ups
✓ Travel planning and operational coordination
✓ Process documentation and workflow organization
My Differentials
→ Financial background
→ Data-driven support: ability to organize information and create clear spreadsheets, reports, and dashboards.
→Process improvement: identification of gaps, inefficiencies, and opportunities to standardize workflows.
→Automation skills: reduction of repetitive work using Excel, Power Query, Power BI, and automation tools.
You receive more than administrative assistance: you gain a proactive professional focused on keeping your operations organized, controlled, efficient, and scalable.
Purpose
BusinessLanguage
EnglishWhat's included
| Service Tiers |
Starter
$22
|
Standard
$66
|
Advanced
$968
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 22 days |
Number of Revisions | 1 | 2 | 4 |
Number of Hours of Work | 2 | 6 | 88 |
Basic Photo Editing | |||
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | |||
Travel Planning |
About Julia
Finance | Analytics | Process Management | Administrative Assistant
Sao Paulo, Brazil - 2:28 am local time
I help companies turn complex financial, operational, and customer data into **clear insights, scalable processes, and better business decisions**.
With 10+ years of experience across **payments, banking, fintech, technology, and high-growth environments**, I connect data, finance, operations, and strategy to improve:
✓ Revenue and profitability
✓ Financial visibility and forecasting
✓ Operational efficiency
✓ Customer acquisition and retention
✓ KPI governance and performance management
✓ Executive decision-making
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🔹 **HOW I CAN SUPPORT YOUR BUSINESS**
• Power BI dashboards and executive reports
• Financial planning, budgeting, and forecasting
• P&L, cash flow, revenue, cost, and margin analysis
• KPI design and performance measurement frameworks
• Customer segmentation, cohort, churn, LTV, and CAC analysis
• Business cases and scenario modeling
• Data validation, transformation, and reconciliation
• Process mapping and operational improvements
• Reporting and workflow automation
• Executive presentations and actionable business insights
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🛠️ **TOOLS & EXPERTISE**
**Power BI | Excel | SQL | Power Query | DAX | VBA | Python | Power Automate | SAP | Oracle | Salesforce**
I have hands-on experience building scalable datasets, defining business rules, automating recurring reports, designing management dashboards, and translating raw data into clear narratives for senior leaders and cross-functional teams.
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💡 **WHAT YOU CAN EXPECT**
✓ Strong business and financial judgment
✓ Clear and proactive communication
✓ High attention to detail
✓ Ownership and reliability
✓ Fast learning and problem-solving
✓ Solutions designed for real business use—not just attractive dashboards
I do more than analyze numbers. I connect the dots between **product, finance, operations, and customer behavior** to help businesses understand what is happening, why it is happening, and what action to take next.
📩 Let’s transform your data into decisions, efficiency, and measurable business value.
Steps for completing your project
After purchasing the project, send requirements so Julia can start the project.
Delivery time starts when Julia receives requirements from you.
Julia works on your project following the steps below.
Revisions may occur after the delivery date.
1. Project Review and Alignment
I will review your requirements, priorities, files, deadlines, and the tools involved to ensure I fully understand the project.
2. Organization and Action Plan
I will organize the information, define the workflow, and establish the tasks, deliverables, and priorities.