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English
$
USD
I will automate financial reports, and accounting tasks
Accountant with Data Analytics and Social Media Experience
I'm an Accountant with experience in Payroll, Financial Reporting, and Reconciliations. I'm proficient in utilizing advanced Excel features, Access, JPM & Alteryx to optimize financial processes and e...
About this Gig
I help businesses and individuals turn complex data into accurate, efficient, and easy-to-use solutions using Microsoft Excel, Access, Alteryx, and JMP.
I can assist with data cleaning, analysis, automation, reporting, dashboards, formulas, VBA, database development, workflow creation, troubleshooting, and financial or accounting-related data projects.
My professional background in accounting and financial data analysis allows me to understand not only the technical side of a project, but also the business purpose behind it.
Services can include:
- Excel formulas, VBA, automation, and reporting
- Microsoft Access databases, queries, and reports
- Alteryx workflows and data transformation
- JMP data analysis review
- Data cleaning, validation, and troubleshooting
- Financial and accounting data analysis
- Process improvement and recurring report automation
Every project has different requirements, so please contact me before ordering for complex projects to ensure the appropriate package and scope are selected.
Technology:
Excel
•
Google Sheets
•
VBA
•
Alteryx
FAQ
What services do you provide?
I provide data analysis, automation, reporting, troubleshooting, and workflow solutions using Excel, Microsoft Access, Alteryx, and JMP.
Should I contact you before placing an order?
Yes. For complex projects, please message me first so I can review your requirements and recommend the appropriate package.
What information should I provide before you begin?
Please provide your files, desired outcome, current process, requirements, and examples of the expected output when available.
Can you automate repetitive Excel tasks?
Yes. I can automate repetitive processes using VBA, advanced formulas, Power Query, and other Excel functionality.
Can you build or modify Microsoft Access databases?
Yes. I can assist with Access databases, tables, queries, forms, reports, data organization, and automation.
Can you create or troubleshoot Alteryx workflows?
Yes. I can build, modify, troubleshoot, and optimize Alteryx workflows for data preparation, transformation, analysis, and reporting.
Can you work with financial or accounting data?
Yes. I have professional accounting experience and can assist with reconciliations, financial reporting, GL data, analysis, and related automation.
Will my data remain confidential?
Yes. Client information and files will be treated as confidential and used only to complete the agreed project. Upon completion, project files and information in my possession will be deleted to help protect your privacy and confidentiality.
What if my project doesn't fit one of your packages?
Message me with your requirements. I can review the scope and provide a custom offer based on the complexity and expected workload.
