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Finance Spreadsheet Specialist
LegalShield • Full-time
Feb 2024 - Jan 2025 • 11 mos
Created customized financial spreadsheets and budgeting systems for small businesses and independent professionals. Developed expense tracking sheets, revenue reports, invoice trackers, and monthly financial planning templates using Excel and Google Sheets. Assisted clients in organizing financial data, improving record management, and gaining better visibility into their business performance. Focused on creating clean spreadsheet designs with practical formulas, automated calculations, and structured layouts to simplify financial management.