Financial Records Cleanup Specialist

via Freelancer ·

Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I’m looking for a detail-minded virtual assistant to take ownership of my raw financial spreadsheets and turn them into clean, well-organized data I can trust. The files include bank transactions, expense reports, and a few scattered CSV exports from payment platforms. Your job is to spot and remove duplicates, correct obvious entry errors, standardize date and currency formats, and group everything under the chart-of-accounts structure I’ll share.

Excel and Google Sheets will be our primary tools; if you’re comfortable with simple formulas, filters, and pivot tables, you’ll move quickly. I’ll provide the current folders in Google Drive, naming conventions, and a short screencast that walks through the workflow. Once a batch is finished, you’ll send back a reconciled sheet plus a brief summary of the changes made so I can sign off before you tackle the next file.

Accuracy is critical because these numbers feed directly into my quarterly reports. I’m aiming for an error rate below 1 %, consistent labeling, and a turnaround time of two business days for each 2,000-row batch. If that sounds manageable, let’s get started right away—I have the first set ready to upload.
data processing data entry excel virtual assistant data cleansing data analysis google sheets data management
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