Freelancers using Microsoft Excel in Los AngelesFreelancers using Microsoft Excel in Los Angeles
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Brad von Sprecken's avatar
Brad von Sprecken
proAnaheim, USA
Website Development Backed by Real Business Experience
New to Contra
Website Development Backed by Real Business Experience
Cover image for DIEM — Health & Wellness
DIEM — Health & Wellness App Product Development I founded and led the development of DIEM, a multi-year health and wellness platform designed to bring nutrition, fitness, lifestyle guidance and personalized wellness information together in one experience. The idea was to go beyond a basic calorie tracker or workout app. DIEM was designed to understand the individual user—their goals, activity level, nutrition, health conditions, allergies and other profile information—and use that data to provide more relevant daily guidance. My role covered virtually every part of the product and business development process. I worked closely with professional software developers to define features, workflows, functionality, user experience, testing requirements and ongoing improvements. The developers handled the programming, while I directed what the platform needed to do and how the overall system should work. I also hired and worked with licensed dietitians, physicians and other health professionals to develop the wellness information behind the platform. That content was incorporated into formulas, rules and logic designed to provide personalized recommendations to users. DIEM included features such as personalized daily regimen items, nutrition tracking, exercise tracking, health conditions, allergies, goals, reports and wellness recommendations. Users could select goals such as losing weight, getting fit, improving overall health, toning, gaining weight or maintaining their current condition. The platform was also designed with a professional side in mind, allowing trainers, coaches and health professionals to eventually review user information, provide guidance and work more closely with their clients. Beyond the product itself, I was involved in branding, competitive research, UX direction, content development, marketing, social media, business strategy and commercialization. The larger business model included consumer subscriptions, professional accounts, corporate wellness programs and potential white-label licensing. DIEM was a substantial multi-year product-development project that brought together technology, professional wellness content, user experience and business strategy. It demonstrates my ability to take a complex idea, define how it should work, coordinate the right specialists, and develop it into a structured product with a clear path toward commercialization.
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Cover image for DIEM — Health & Wellness App Product Development
DIEM — Health & Wellness App Product Development
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Cover image for End-to-End Product Sourcing & Packaging Development
End-to-End Product Sourcing & Packaging Development
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Cover image for Pacific Crest Trail — Licensed Product & Partnership Program
Pacific Crest Trail — Licensed Product & Partnership Program
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Microsoft Excel(5)
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)
OJ Smith's avatar
OJ Smith
Los 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)
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)
Oksana Djevorsky's avatar
Oksana Djevorsky
Los Angeles, USA
California CPA Accounting & Advisory
New to Contra
California CPA Accounting & Advisory
Cover image for From Excel Chaos to Clean
From Excel Chaos to Clean Books in QuickBooks A comprehensive accounting cleanup and system transition for a multi-entity business that had historically maintained financial information across Excel and inconsistently used QuickBooks. The challenge Financial records were fragmented between Excel and QuickBooks, with a significant period of missing information. Manual posting, automated bank-feed activity, and improperly configured QuickBooks rules created duplicate transactions and recurring errors across multiple entities and accounts. What I did Mapped and reconciled historical information from Excel and QuickBooks. Identified missing periods and reconstructed the necessary accounting records. Reviewed and corrected improperly configured QuickBooks bank-feed rules. Identified and eliminated duplicate transactions created through manual and automated posting. Imported and organized historical information into QuickBooks. Reconciled bank accounts and accounting records across multiple entities. Established appropriate QuickBooks workflows and trained staff on proper processes. Created procedures to maintain accurate books going forward. Result The business was fully transitioned from Excel-based records to QuickBooks, creating a centralized and reliable accounting system. Historical information was cleaned and reconciled, duplicate transactions were eliminated, and the company gained accurate financial records and reporting needed for ongoing operations, tax filing, and informed business decisions.
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Cover image for Audit Readiness for GAAP Financial
Audit Readiness for GAAP Financial Statements Prepared a company for its first financial statement audit by reviewing and cleaning up three years of accounting records. The engagement included correcting account balances, prepaids, accruals, AP and year-end cutoff, capitalization of intangible assets and other costs, and PP&E and depreciation. The goal was to establish accurate, GAAP-aligned financial records and supporting documentation before the audit, helping the company reduce unnecessary audit work and cost and move efficiently toward its financing objectives.
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Cover image for ASC 606 Revenue Recognition Implementation Implemented
ASC 606 Revenue Recognition Implementation Implemented a revenue recognition process for a SaaS company with multiple revenue arrangements. The project included analyzing performance obligations, establishing deferred revenue, and automating monthly journal entries to recognize revenue in accordance with ASC 606. The result was more accurate revenue reporting, reduced manual work, and a consistent process for ongoing revenue recognition.
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Cover image for Multi-Entity Cleanup & Accounting Optimization Project
Multi-Entity Cleanup & Accounting Optimization Project overview Led a comprehensive accounting cleanup for a four-entity business group with complex intercompany activity, significant AP and AR issues, duplicate transactions, and inaccurate financial reporting. The challenge The entities were frequently paying each other’s expenses directly, without properly recording intercompany transfers. This created reconciliation problems, an AP backlog, duplicate expenses, and inaccurate intercompany balances. Manual billing processes also created unnecessary administrative work. What I did Established proper intercompany transaction procedures and trained accounting staff on the correct flow of funds between entities. Completed a comprehensive intercompany reconciliation across all four entities. Resolved a significant AP backlog by identifying payments made from other entities and matching them to the correct invoices. Identified and eliminated duplicate transactions that had caused expenses to be overstated. Corrected intercompany loan balances and the allocation of interest and principal. Reviewed and cleaned up AR activity. Automated recurring billing in QuickBooks based on contractual terms. Trained staff on maintaining proper intercompany accounting going forward. Results The cleanup brought AP and AR up to date and improved the accuracy of the financial statements. Expenses and intercompany balances were properly stated, giving management a reliable picture of the financial position and operating performance of each entity. The improved financial reporting also supported the company during a sale process and provided lenders and prospective buyers with greater confidence in the accuracy and financial health of the business.
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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)