Freelancers using Microsoft Excel in CaliforniaFreelancers using Microsoft Excel in California
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Matin Pichvai's avatar
Matin Pichvai
Los Angeles, USA
Finance pro building models, dashboards & investor decks.
New to Contra
Finance pro building models, dashboards & investor decks.
Cover image for A working demonstration of how
A working demonstration of how AI integration replaces hours of finance work with minutes. Three real workflows shown end-to-end with before/after data: Transaction categorization. Messy bank/card transactions (wires, AMEX charges, vendor descriptions) auto-categorized, vendor-cleaned, and pivoted into a category summary. Manual: 2–3 hours for 200 transactions. AI-assisted: 5 minutes. Investor commentary drafting. Raw quarterly performance data (NAV, returns, watchlist movement, pipeline) turned into polished investor letter copy. Manual: 1–2 hours of writing per quarter. AI-assisted: 10 minutes of editing. Portfolio company summarization. Unstructured sponsor letters and press releases parsed into a structured tracking table with revenue, margins, leverage, and status flags. Manual: 30–45 min per company. AI-assisted: instant. The integrations are built INTO existing Excel workflows — no new tools for the team to learn. Two common patterns: copy/paste with Claude, or direct API integration via VBA / Office Scripts. The "after" sheets look like normal Excel because they are; AI just did the manual work. Illustrative samples built for portfolio purposes. Happy to scope an automation for your specific finance workflow.
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Cover image for A fully integrated three-statement model
A fully integrated three-statement model — income statement, balance sheet, and cash flow — built for a growth-stage company across a four-year forecast horizon. Working capital, debt, and tax schedules sit on dedicated tabs and flow into the consolidated outputs. Built so the balance sheet balances every period and cash reconciles cleanly between the indirect cash flow and the cash line on the balance sheet. Sensitivity toggles on revenue growth, gross margin, and capex assumptions let users stress-test the forecast without breaking the model. Audit-grade discipline throughout: no hard-coded outputs, clear input/calculation/output separation, formula transparency on every line. My background is in audit at PwC and as a controller at a major alternative asset manager — so I've spent years reviewing models for what breaks under pressure, then building them to a standard that holds up to that review. Illustrative sample built for portfolio purposes. Happy to adapt for your specific business — SaaS, services, consumer, marketplace, or other.
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Cover image for Quarterly investor report for a
Quarterly investor report for a private credit fund. A full LP-facing reporting package covering fund-level performance (NAV, returns, IRR), portfolio composition, credit metrics (LTV, DSCR, weighted yield), and manager commentary. Built in Excel with linked source data, formula-driven KPIs, and an output layer formatted to read like a polished investor letter. The work most LPs see from their GPs is exactly this kind of report. My background — controller at a major alternative asset manager, audit at PwC and CohnReznick — is on the production side: building the systems that make these numbers reliable, then presenting them in a format institutional investors trust. That means the report ties cleanly, the underlying logic is auditable, and the commentary aligns with the data instead of contradicting it. Illustrative sample built for portfolio purposes. Happy to adapt the structure for a specific fund, asset class, or LP reporting cadence.
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Cover image for Series A pitch deck for
Series A pitch deck for a healthcare growth equity raise. A 12-slide investor presentation built for a multi-state dermatology platform raising Series A capital. The deck covers the investment thesis, market opportunity, unit economics, growth strategy, financial projections, and use of funds — structured the way institutional investors actually read pitches. Built from my background in audit at PwC and as a controller at a major alternative asset manager, where I've spent years on both sides of investor materials: building them for portfolio companies and reviewing them as a capital allocator. That dual perspective shapes how I structure narrative, defend numbers, and anticipate diligence questions. Mock content built for portfolio purposes. Happy to discuss approach, layout choices, or adapt the structure for your raise.
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Microsoft Excel(4)
Chelsea Rae's avatar
Chelsea Rae
San Diego, USA
Simple, proven, & affordable marketing for small businesses
Simple, proven, & affordable marketing for small businesses
Cover image for Youth Sports Rental Startup — From Local to Multi-State Grow...
Youth Sports Rental Startup — From Local to Multi-State Growth A small family-run startup was trying to rent out kids’ sports gear but didn’t know how to get the word out. They were doing everything by hand with no clear plan. I created a simple marketing system they could run. We used easy, low-cost ideas like clear flyers, local partnerships, better website wording, and a step-by-step way to reach parents. They grew from one small area to 25 states and passed 5,000 orders in nine months — without wasting money on ads. Why this matters: Even tiny businesses can grow fast with the right plan. You don’t need a big budget — you need clarity.
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Cover image for Retail Beverage Brand — Making In-Store Marketing Work This ...
Retail Beverage Brand — Making In-Store Marketing Work This business was selling in local stores but had no idea what made customers pick their product off the shelf. Sales were flat and they couldn’t tell what was working. I helped them test simple store ideas — shelf tags, product signs, small design tweaks, and better wording that spoke to shoppers. We tracked what worked and removed what didn’t. Their sales in stores grew 17% and kept improving because they finally had a way to see what was helping. Why this matters: Sometimes small changes make the biggest difference. You don’t need fancy ads — you need a message people notice.
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Cover image for Coffee for Athletes — Growing With People, Not Expensive Ads...
Coffee for Athletes — Growing With People, Not Expensive Ads A specialty low caff / decaf coffee brand wanted more online orders but didn’t want to burn money on ads. They weren’t sure who their customers were or how to reach them. I helped them build a simple “real people” ambassador system. We found everyday athletes, creators, and locals who loved the product and wanted to share it. No big influencers, nothing fake — just real people talking about something they enjoyed. These efforts brought in 3–4× more value than paid ads and helped the brand grow with honest, low-cost marketing. Why this matters: You don’t always need ads. Sometimes customers are better found through real people.
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Cover image for Men's Health Clinic — Local Neighborhood Targeting A local m...
Men's Health Clinic — Local Neighborhood Targeting A local men's health clinic had great results once people found them — but they struggled to get steady customers. They tried ads, mailers, and social media, but nothing felt consistent. I helped them figure out exactly which neighborhoods were worth focusing on using simple local data and a few clear marketing pieces they could get out fast. They grew revenue by 3× in 60 days because they finally knew where their best customers were hiding. Why this matters: Most small businesses don’t need more marketing — they need to aim it in the right place.
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Microsoft Excel(4)
OJ Smith's avatar
OJ Smith
proLos Angeles, USA
Forward Deployed Architect | AI, ERP & Platform Delivery
$5k+
Earned
1x
Hired
5.0
Rating
15
Followers
Forward Deployed Architect | AI, ERP & Platform Delivery
Cover image for Hybrid Flash/HTML Site for Kelly Rowland’s Debut Album
Hybrid Flash/HTML Site for Kelly Rowland’s Debut Album
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Cover image for Hybrid Flash/HTML Site for Michelle Williams’ Debut Gospel Album
Hybrid Flash/HTML Site for Michelle Williams’ Debut Gospel Album
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Cover image for OJ Smith - React / Next.js Headless Wordpress Application
OJ Smith - React / Next.js Headless Wordpress Application
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Cover image for Product Management for Reign.com Web Application
Product Management for Reign.com Web Application
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Microsoft Excel(2)
Carmen Munoz's avatar
Carmen Munoz
Lancaster, USA
Supply Chain & Logistics Supervisor | Lancaster, CA
15
Followers
Supply Chain & Logistics Supervisor | Lancaster, CA
Cover image for Logistics Management
Logistics Management
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Cover image for Virtual Assistance for Busy Entrepreneurs
Virtual Assistance for Busy Entrepreneurs
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Cover image for Marketplace Product Listing
Marketplace Product Listing
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Microsoft Excel(1)
Bryan Munoz's avatar
Bryan Munoz
Irvine, USA
Strategy & Product Development | Data Analyst
Strategy & Product Development | Data Analyst
Cover image for Strategic Growth and Scalable Event Framework for a Global Data
Strategic Growth and Scalable Event Framework for a Global Data
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Cover image for Design
Design
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Cover image for LLM Prompt Engineering Workshop
LLM Prompt Engineering Workshop
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Cover image for Non-Profit Data Management and Salesforce Integration
Non-Profit Data Management and Salesforce Integration
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Microsoft Excel(1)
Trinity Jolley's avatar
Trinity Jolley
proLos Angeles, USA
Structure and support that move your work forward
Structure and support that move your work forward
Cover image for As part of my work at Rising Communities I developed narrati...
As part of my work at Rising Communities I developed narrative reports for a county funded public health initiative that brought together community organizations, health providers, and county staff. I created structured reporting templates, collected updates across partners, and wrote narrative summaries that clearly communicated progress, implementation highlights, and program impact. These reports supported consistent communication with county leadership and strengthened the project’s documentation.
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Cover image for Contracted to support the development of a full evaluation s...
Contracted to support the development of a full evaluation system for a USDA funded farmers market program. I created a structured framework that included participant tools, mentor tools, data collection forms, and reporting templates. My work focused on building an evaluation system that was clear, practical, and easy for the program team to use. This included setting up tracking tools, organizing data flow, preparing clean documents, and ensuring the program had everything it needed to capture outcomes and meet funder requirements. This project combined evaluation design, operations support, systems thinking, and detailed organization to help the program move forward with clarity and confidence.
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Cover image for Contracted by a licensed psychologist to support a nine day ...
Contracted by a licensed psychologist to support a nine day women’s wellness retreat across Saint Martin, Anguilla, and St. Barths. I coordinated all vendor communication, including the photographer, videographer, chef, driver, and wellness practitioners, and ensured guests were fully prepared for each experience. I managed travel logistics, cultural experiences like Carnival, and day to day needs so the therapist could stay focused on the psychological and healing aspects of the retreat. My role kept everything running smoothly across countries, locations, and activities.
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Cover image for Developed a comprehensive Funding Roadmap for new small busi...
Developed a comprehensive Funding Roadmap for new small business owners that will be released in January. The project involved research, organizing opportunities, and creating a clear structure that helps entrepreneurs understand how to plan for capital. While the details will be shared at launch, this work reflects my ability to translate complex information into practical, easy to use guidance.
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Microsoft Excel(1)
Elvira Pena's avatar
Elvira Pena
Baldwin Park, USA
Bookkeeper & tax pro managing 90+ clients—cleaning up books,
Bookkeeper & tax pro managing 90+ clients—cleaning up books,
Cover image for Led Accounting Ops for High-Volume Auto Dealership – 2,000+ ...
Led Accounting Ops for High-Volume Auto Dealership – 2,000+ Transactions/Month I ran the accounting function for a wholesale auto dealership, handling over 2,000 transactions per month across sales, inventory, and vendor accounts. I built the workflow from scratch, cleaned up Dealertrack data, helped sync up other departments so financials could be tracked, supported team members who needed help learning proper entries, and worked beyond my title—doing controller-level work without the controller-level pay. In the end, I advised leadership on financial red flags and recommended winding down operations. They chose not to—and filed bankruptcy shortly after. Not every job ends in a portfolio-perfect story. But this one taught me how to lead, stay honest, and stand firm on the numbers—even when no one wants to hear them.
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Cover image for Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manag...
Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manage bookkeeping for a portfolio of over 90 active clients—primarily in dentistry, law firms, PR, retail, and others. My work includes: • Cleaning up QuickBooks registers and building smart rules to automate categorization • Reconciling multiple accounts monthly, ensuring accurate and up-to-date financial records • Preparing monthly and quarterly financial statements to support decision-making and tax planning • Collaborating with the CPA team on tax compliance, filings, and audit readiness • Helping small business owners understand their numbers and improve how they manage their cash flow Whether it’s a dental office, a solo law practice, or a retail store—I bring structure, clarity, and efficiency to the table so clients can focus on running their business.
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Cover image for Tax Prep & Bookkeeping Support – Tax & Financial Firm I was ...
Tax Prep & Bookkeeping Support – Tax & Financial Firm I was full-time at this tax firm, handling everything from bookkeeping and financial reporting to client calls, office ops, and tech troubleshooting. I: • Maintained QuickBooks records and managed AP/AR • Prepared monthly reports and supported tax prep for clients • Handled incoming docs, organized data, and tracked filings • Ran front office duties, client communications, and scheduling • Built out filing systems that actually made sense for the team • Stepped in for IT support when systems broke during tax season It wasn’t glamorous—but I kept it all running. Being a Swiss Army knife taught me how to juggle pressure, solve problems fast, and never let the books fall behind.
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Cover image for Helping a Design Firm Build Financial Structure That Actuall...
Helping a Design Firm Build Financial Structure That Actually Works When I started working with this Design Firm in City of Industry, CA, their books were scattered across platforms—some in QuickBooks, some in Studio Designer, and some... in inboxes. We built a cleaner system from the ground up: Cleaned up reconciliations Built consistent AP/AR processes Used Smartsheet to track jobs & cash flow Generated reports that the owner could actually use I’m not a Studio Designer pro, but I learned enough to keep it all moving. The goal wasn’t perfection—it was peace of mind.
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Microsoft Excel(2)