Optimize Your Microsoft Excel Projects on Upwork

Looking for professional accountant to update and file Mexican SAT reports for 2022-2025.

• Describe your recent experience with similar projects
• Please list any certifications related to this project

We are seeking a skilled bookkeeper to help manage our financial records using Zoho Books. Your responsibilities will include categorizing transactions, matching receipts, pulling monthly reports, and preparing profit and loss statements. Additionally, you will ensure that our accounting rules are functioning correctly. Ideal candidates should have a strong attention to detail and experience in bookkeeping. If you are organized and efficient in managing financial data, we would love to hear from you.

We are looking for an experienced Tableau developer to create a comprehensive dashboard that summarizes the results of an A/B test. The dashboard should present data in a visually appealing and easy-to-understand format, highlighting key metrics and insights from the test. The ideal candidate will have a strong background in data visualization and familiarity with A/B testing methodologies. Please provide samples of previous Tableau work when applying.

We are seeking a skilled developer to create an intuitive dashboard that will allow us to efficiently manage and log purchases. The dashboard should have user-friendly features for tracking purchases and generating reports. The ideal candidate should have experience with data visualization, database integration, and user interface design. Please provide examples of past projects that demonstrate your capability in building similar tools.

Ensure confidentiality. How can I be sure?

Help me upload all business transactions from 1/1/2025 from multiple sources and categorize appropriately.

Offer financial advice/support in terms of expensing items and be familiar with the US tax code and latest changes from BBB (tax legislation) of 2025.

Teach, as well as perform tasks. Build my confidence and skillset in Quickbooks and in accounting in general.

Be efficient, and have a good sense of humor.

Scope of Work: This role focuses on streamlining and automating operational workflows, developing dashboards, and integrating data systems to enhance organizational efficiency. Project-based contract.

Responsibilities:
Responsible for creating and managing operational tools in Google Sheets, including dashboard implementation and data automation across Google Sheets and the dashboard to ensure all data summaries sync.


Skills:
6. Platform Development:
o Proficiency in creating, managing, and optimizing Google Sheets workflows and data processing and analytics.
7. Dashboard Design and Data Visualization:
o Experience using Google Sheets to design high-performance dashboards.
8. Workflow Automation:
o Ability to automate processes and integrate data systems effectively.
9. Project Management:
o Planning and executing complex projects.
10. Technical Proficiency:
o Advanced skills in Google Sheets and Google Workspace and familiarity with data integration tools.

Competencies:
6. Analytical Thinking:
o Ability to understand and translate organizational needs into effective tools and dashboards.
7. Attention to Detail:
o Ensuring accuracy and consistency in workflows and data integration.
8. Collaboration:
o Work closely with stakeholders to gather requirements and implement solutions.
9. Innovation:
o Develop creative solutions to streamline processes and improve efficiency.
10. Time Management:
o Meet deadlines for completing and implementing value streams, dashboards, and Google Sheets integration.

Years of Experience:
3-5 years of experience in Google Sheets development, workflow automation, and dashboard creation.

We are looking for a skilled Smartsheet expert to assist in modifying and fixing our current production management system, which has encountered issues. The ideal candidate will have experience with Smartsheet's functionalities and tools to streamline our production processes. You will work closely with our team to identify the problems and implement effective solutions. Strong analytical and problem-solving skills are essential for this role.

I am building a small bookkeeping service and need a reliable assistant to help with ongoing client work. This first project is a paid trial to see how we work together. If it goes well, there will be more tasks in the future.

Your tasks will include:

Categorising transactions in Excel or accounting software

Matching receipts and invoices

Bank reconciliation

Cleaning up messy books (1–12 months of data)

Organising client files

Preparing simple reports (P&L summaries, cash flow templates)

Following step-by-step SOPs for each task

Requirements:

Good attention to detail

Comfortable working in Excel (filters, sorting, formulas)

Basic understanding of bookkeeping

Able to follow instructions exactly

Good communication and reliability

Experience with QuickBooks is helpful but not required

• Do you have experience categorising transactions?
• Do you have experience with reconciliation?
• Are you comfortable working in Excel?
• What is your hourly rate?

Core Responsibilities

Daily/Weekly Operations

Reconcile bank statements across multiple business entities
Categorize and track all expenses with detailed spend analysis
Process and record transactions in ERPNext
Maintain clean separation between multiple LLCs and business units
Perform month-end close procedures

Monthly Invoicing & Collections

Generate and send all client invoices on the 1st of every month
Track invoice aging and follow up on overdue accounts
Manage accounts receivable and collection efforts
Coordinate with the operations team on billable services/hours
Maintain customer billing information and terms

Inventory Management

Maintain inventory levels in ERPNext
Monitor inventory costs and usage patterns
Coordinate with the team on reorder points
Track inventory across multiple locations/projects

Financial Reporting

Generate monthly P&L statements for each entity
Create cost center analysis (e.g., "What is the company costing us monthly?")
Develop profitability reports by business line
Prepare management reports showing cash flow and burn rates
Track project-level profitability for client engagements

Tax Preparation Support

Prepare quarterly federal tax estimate calculations
Prepare state tax estimate calculations (Nebraska primarily)
Organize documentation for CPA review and filing
Maintain tax calendar and ensure deadlines are tracked

Business Intelligence

Identify spending patterns and cost-saving opportunities
Track KPIs across business units
Answer ad-hoc questions like "How much are we spending on software subscriptions?"
Create financial dashboards in ERPNext

• A brief note explaining your experience with multi-entity accounting
• Your experience with monthly billing cycles and inventory management
• Your monthly salary expectation in USD
• Your time zone and hours of availability
• Describe a time when you identified a significant cost-saving opportunity through financial analysis

Empresa: Perspective Marketing S. L
Ubicación: Remoto (exclusivamente para candidatos en Latinoamérica)
Tipo de contrato: Freelance / Temporal con posibilidad de continuidad
Horario: Lunes a viernes, de 7:00 a.m. a 4:00 p.m. (hora España)

- Descripción del puesto
Buscamos una persona profesional, comprometida y altamente organizada para asumir funciones administrativas online durante un período de vacaciones. Esta posición tiene el potencial de convertirse en un rol fijo dentro de la empresa, dependiendo del desempeño.

El candidato ideal será responsable de mantener la operatividad diaria, gestionar tareas administrativas, coordinar comunicaciones y apoyar en la toma de decisiones operativas. Se requiere una semana de inducción no remunerada (la cual se incluirá en el pago al finalizar el primer mes de trabajo).

- Responsabilidades
Gestión de correos electrónicos y atención a clientes/proveedores

Organización de documentos y archivos digitales

Manejo de bases de datos y hojas de cálculo en Excel

Coordinación de tareas internas y seguimiento de pendientes

Apoyo en la planificación y ejecución de actividades operativas

Redacción clara y profesional de comunicaciones

Participación en reuniones virtuales y reportes periódicos

- Requisitos
Residencia en cualquier país de Latinoamérica

Disponibilidad inmediata y compromiso con el horario establecido

Excelente dominio de Microsoft Excel (fórmulas, tablas dinámicas, filtros)

Buena dicción y habilidades comunicativas (oral y escrita)

Actitud proactiva, responsable y resolutiva

Conexión estable a internet y equipo propio para trabajo remoto

Capacidad de organización y gestión del tiempo

Discreción y ética profesional

- Se valorará adicionalmente
Experiencia previa como asistente virtual o administrador online

Conocimiento básico de herramientas como Google Workspace, Trello, Notion o CRM

Habilidad para tomar decisiones autónomas y resolver problemas

Nivel intermedio de inglés (no excluyente)

- Condiciones
Inducción de 1 semana (no remunerada hasta completar el primer mes)

Posibilidad de continuar como parte del equipo tras el período vacacional

Trabajo 100% remoto

Si cumples con los requisitos y estás interesado en formar parte de un entorno profesional y dinámico, envía tu CV actualizado y una breve carta de presentación explicando por qué eres el candidato ideal.

Skills: Data Processing, Data Entry, Excel, PDF, Word, Web Search

We are looking for a skilled Power BI developer to create dynamic company dashboards that effectively present our data. The ideal candidate will have experience integrating APIs from platforms such as Freshdesk and Hubspot. Your role will involve transforming raw data into insightful visualizations and ensuring seamless connectivity to various data sources. If you possess a strong analytical mindset and a passion for data storytelling, we would love to hear from you!

We are seeking a Facebook Analytics Expert to help us create an automated dashboard that pulls data from the INSIGHTS section of our META account. The ideal candidate will have a solid understanding of Facebook Analytics and experience with dashboard design and automation. This project aims to streamline our data reporting process, enabling us to make informed decisions based on real-time insights. If you have a track record of developing similar dashboards and can work independently, we would love to hear from you.

We are seeking a skilled equity researcher or financial analyst to prepare a 1,500-word equity research report on Rolls-Royce Holdings plc (FTSE 100; Ticker: RR.). The report will be written for a readership of financially literate professionals, including institutional investors, buyside analysts, and portfolio managers.
The analysis must follow a structured valuation framework and draw upon a wide range of public sources — annual reports, sustainability and energy-transition reports, media coverage, corporate disclosures, and regulatory filings.
The final deliverable should strictly follow the six-section structure outlined below and demonstrate a strong command of strategy analysis, accounting reformulation, valuation concepts, forecasting, and credit risk evaluation.
________________________________________
Skills Required
• Background in finance, accounting, economics, or investment analysis
• Professional experience in equity research, valuation, or academic financial modelling
• Strong understanding of strategic analysis frameworks (SWOT, PESTEL, Porter Five Forces, Value Chain)
• Ability to reformulate financial statements (operating vs. financial items)
• Expertise in ROE and RNOA decomposition, value-relevant ratio analysis, and accounting quality assessment
• Strong capability in credit risk analysis (FLEV, gearing, Altman Z-Score)
• Proficiency in intrinsic valuation models, including:
 – Abnormal Operating Profit (AOP) valuation model
 – Free Cash Flow (FCF) model
• Excellent writing skills for a professional investor audience
• Strong Excel competency for ratio computation, forecasting, sensitivity tables
• Ability to create graphs and visual summaries where appropriate
• Only original, human-written content. No reliance on AI tools such as ChatGPT is permitted.
________________________________________
Scope of Work
The 1,500-word equity research report must follow this structure:
________________________________________
1. Summary Page & Recommendation (1 Page)
• Clear investment call: Buy / Sell / Hold
• Key strengths and risks
• A 5–10 year stock price chart
• Summary table of selected historical financial ratios
• Overall snapshot of investment view
________________________________________
2. Strategy Analysis
• Application of strategic frameworks such as:
 – SWOT
 – PESTEL
 – Porter Five Forces
 – Value Chain
• Identification of long-term value drivers and strategic risks
• Clear link between strategy and valuation assumptions
• Assessment of industry position, competitive advantage, and energy-transition alignment
________________________________________
3. Financial & Accounting Analysis
• Reformulated Income Statement and Balance Sheet
• ROE and RNOA decomposition to identify value creation drivers
• Value-relevant ratio analysis:
 – Profitability
 – Operating efficiency
 – Growth
• Conventional ratio analysis for additional context
• Accounting-quality assessment:
 – Audit opinions
 – Restatements
 – Earnings-management indicators
• Narrative interpretation that links numbers to valuation implications
________________________________________
4. Credit Risk Analysis
• Gearing and leverage ratios
• Financial leverage (FLEV) and its effect on ROE
• Bankruptcy-risk indicators such as Altman Z-score
• Commentary on debt strategy, liquidity buffers, capital structure discipline
• Assessment of long-term debt sustainability
________________________________________
5. Forecast Assumptions
• Macroeconomic environment:
 – Growth, rates, inflation, fiscal/monetary policy
• Industry dynamics:
 – Aerospace cycle, defense spending, energy transition, technology shifts
• Company-specific assumptions:
 – Strategic initiatives, restructuring, transformation programs, fleet demand cycles
• Revenue growth assumptions, margin trajectories, working-capital needs, reinvestment requirements
________________________________________
6. Intrinsic Valuation
• Abnormal Operating Profit (AOP) valuation model
• Free Cash Flow (FCF) valuation model
• Sensitivity and scenario analysis (rates, margins, growth, risk factors)
• Interpretation of valuation outcome relative to strategy and forecast reliability
• Final takeaway on long-term value vs. market pricing
________________________________________
Compensation, Length & Timeline
• Budget: $50
• Length: ~1,500 words (excluding tables, charts, and appendix)
• Deadline: 3 days from proposal acceptance
• Supporting visuals: graphs/charts where relevant (optional but preferred)
________________________________________
Notes
• All content must be original: No AI-generated writing allowed.
• The report should be polished, data-driven, and analytically sound.
• Priority will be given to candidates with prior equity research, valuation, or buy-side/ sell-side experience.
________________________________________
Additional Information
We frequently work on financial writing projects, including equity reports, financial blogs, and investment research content. This is a one-off assignment, but outstanding work could lead to repeat engagements across a wide range of finance projects.
To ensure you’ve carefully read this posting, please start your proposal with the word CHAMPION and share relevant writing samples in the economics/finance domain.

• Describe your recent experience with similar projects

We are seeking an Excel master to revamp our financial dashboard for a landscape construction company. The ideal candidate should have extensive experience in financial data analysis and dashboard design, focusing on clarity and usability. Your role will involve reorganizing existing data, implementing advanced Excel functions, and ensuring that the dashboard facilitates informed decision-making for our management team. If you are a detail-oriented professional with a passion for Excel, we would love to hear from you!

• Describe your proficiency with Microsoft Excel (pivot tables, macros, etc.)

Project Overview:

We need a data specialist to review, clean, and organize all of our sales and marketing data from the past two years. Our current data comes from multiple sources and may be inconsistent, incomplete, or poorly structured. The goal is to establish a unified source of truth, improve decision-making, and prevent data chaos from happening again.


Objectives:

- Audit All Existing Data Sources

- Review every dataset we provide, including spreadsheets, CRM exports, marketing reports, campaign dashboards, and any other historical tracking sheets.

- Identify data overlaps, inconsistencies, missing fields, and conflicting information.

- Map out where each data point originated and evaluate the reliability of each source.

- Define a Clear Source of Truth

- Determine which datasets should be considered the authoritative version.

- Standardize naming conventions, formats, date structures, lead statuses, pipeline stages, campaign identifiers, revenue reporting logic, and any recurring fields.

- Consolidate everything into a single, accurate, unified dataset.

- Clean, Organize, and Validate the Data

- Remove duplicates, correct errors, fill gaps where possible, and restructure fields for clarity.

- Ensure all data aligns across sales, marketing, funnels, outreach, and CRM logic.

- Provide a cleaned, well-organized master dataset ready for analysis.

- Create a Comprehensive Insights Report

- Produce a clear, decision-driving report that highlights the most important findings.


Report should include:

- Key trends across campaigns, sales, traffic, conversions, pipeline, and revenue.

- Historical performance benchmarks.

- Growth opportunities and bottlenecks.

- Recommended KPIs to track moving forward.

- The goal is to give leadership everything needed to make informed strategic decisions.

- Build a Templatized Data Entry & Management System

- Design a simple, scalable process the team can follow to avoid repeating past issues.


This should include:

- Standardized templates for ongoing data entry.

- Clear definitions and rules for each field.

- Instructions for how data should flow across tools (CRM, ads, outbound, email marketing, etc).

- A maintenance workflow for weekly, monthly, and quarterly updates.

The system should make data accurate, consistent, and easy to work with for any future team member.


Deliverables:

- A cleaned and consolidated master dataset.

- A documented source-of-truth data architecture.

- A full analysis report with insights, recommendations, and performance breakdowns.

- A templatized framework for future data entry and data hygiene.

Optional: ongoing support or periodic audits to maintain data quality.


Requirements for the Specialist

- Strong background in data analytics, data cleaning, and systems building.

- Experience working with sales and marketing datasets.

- Ability to reconcile inconsistent data and create clarity from messy inputs.

- Strong communication skills and the ability to explain findings simply.

Bonus: proficiency with CRM systems (GoHighLevel), Airtable, Google Sheets, and marketing analytics platforms.

We are looking for a Smartsheet expert to assist with a two-phase project. The primary goal is to create an online sales activity report form that can be easily submitted by both external and internal users. The ideal candidate will have a strong background in Smartsheet and experience in developing user-friendly forms and dashboards. You will work closely with our team to understand our requirements and ensure seamless functionality. If you have a passion for optimizing reporting processes and enhancing user experience and create easy user friendly dashboards based on the form, we want to hear from you!

• Describe your recent experience with similar projects
• How do you handle sensitive information or records?
• Please list any certifications related to this project

We are seeking an experienced freelancer to assist with the conversion of tax files into the Lacerte format. The ideal candidate will have a strong background in data conversion and familiarity with tax software. You will be responsible for ensuring that all data is accurately transformed and meets the necessary compliance standards. Attention to detail and the ability to work independently are crucial for this role. If you have prior experience with Lacerte and data conversion projects, we would love to hear from you!

We are seeking a skilled freelancer to automate Google Sheets for our eBay dropshipping operations. The ideal candidate will develop scripts and templates to streamline inventory management, order tracking, and sales reporting. Your expertise will help us enhance efficiency and reduce manual tasks. Experience with eBay APIs and Google Apps Script is essential. If you have a proven track record in e-commerce automation and are detail-oriented, we’d love to hear from you!

I'm looking for a versatile admin who has experience managing different projects.

We're a marketing agency and we focus mostly on website creation. We design, build, and launch websites - and sometimes offer post launch SEO and advertising services (and some occasional branding work too).

I'm looking for someone to help manage communications between client meetings and designers and developers and contractors. You must be able to keep up with different projects and track the changes and make sure everything is reviewed and sent to the client and updated.

You must have a good enough understanding of using these tools:
- wordpress (elementor - no development/coding)
- canva (basic design management and tweaks)
- figma (commenting and exporting only - no design skills)
- emailing (sending short concise emails without corporate slang)
- Slack

As for soft skills:
- good listener
- attentive to details
- adaptable
- independent
- self managing (you can get by using chatgpt and aren't intimated by challenges - you're able to figure things out)

As long as you have the skills above and can demonstrate that in some way, you should be able to qualify for this role. Of course, good english is a must (not native level).

Sometimes, you may be asked to join client calls just to be live as they're sharing website feedback and things they'd like to change (although we records the calls and it's much more efficent to watcht the recording at 2x the speed to get through it faster and also using the AI notes - sometimes AI can miss which is why you'd need to watch the whole thing).

We'll start this role with only 10-20 hours per week and then extend to a max of 35 hours per week.

You must be able to work EST hours (this is important), from 9am to 5pm EST. This is the window you're expected to be around. You can take your own breaks during this window.

If you're interested in this role, please apply by starting your message with the tomato emoji so that I know you've thoroughly read this job description and can follow the most basic instructions. Write a short 50-100 words max explaining why you think you're a great fit for this role. Keep it simple and short and to the point.

I look forward to hearing from you.

Thank you,
Moe

• Are you currently working any job?
• How many hours can you commit per week? are you comfortable working EST hours?
• Do you have some basic experience using wordpress and shopify and can upload and change content? (no coding skills needed)
• When can you start?

We are seeking a detail-oriented Virtual Assistant with expertise in real estate data entry, specifically involving MLS, CRM, and property records. The ideal candidate will assist in managing our property databases, ensuring accurate data entry and management. Responsibilities include inputting property information, updating records, and maintaining CRM systems. Strong organizational skills and familiarity with real estate terminology are essential. If you're proactive, reliable, and have a knack for data management, we want to hear from you!