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English
$
USD
I will automate your reports and build monthly dashboards
Associate in Risk and Valuation
I am a finance and risk professional currently serving as an Associate in Risk and Valuation at BlackRock. My background includes extensive experience in alternative investment funds risk and regulato...
About this Gig
I help freelancers and small businesses save hours every month by automating their Excel reports and building clear, reliable dashboards.
What you get:
- Automated monthly reports that update with one click
- Dashboards for sales, margins, cash flow, and KPIs
- Clean, well-structured data and formulas you can trust
- Optional monthly retainer for ongoing support and improvements
I work in English, Spanish, and Portuguese, and I combine developer-level skills with finance knowledge so your numbers make sense for decisions, not just for looks.
Message me before ordering so we can confirm scope and choose the right package.
FAQ
What kind of clients do you work with?
I work with freelancers and small businesses that need Excel automation, dashboards, reporting, and finance-focused spreadsheet support.
What tools do you use?
I work mainly with Excel, VBA, Power Query, formulas, and related automation tools depending on the project.
Can you work in English, Spanish, and Portuguese?
Yes. I can communicate and deliver work in English, Spanish, and Portuguese.
Do you offer monthly retainers?
Yes. I can provide ongoing monthly support for reporting, dashboard updates, spreadsheet fixes, and automation improvements.
What do I need to send you to get started?
Please send your current file, explain your goal, and tell me what part of the process is still manual or time-consuming.
Can you work with messy or incomplete files?
Yes. I can clean, organize, and structure existing spreadsheets and build a better system from there.
Do you work with sensitive financial data?
Yes, and I treat all client information confidentially.
Do you provide revisions?
Yes, each package includes a set number of revisions depending on the tier.
Can you help if I only need a small fix?
Yes. Small fixes, formulas, and quick automation tasks can also be handled, and they can later grow into a monthly retainer.
Do I need to know Excel well to work with you?
No. I can work from what you already have and simplify the process for you.
