Financial Spreadsheet Assistant Needed

I’m looking for reliable support a few hours each week to keep my expense data clean, organized, and insightful. All of the raw numbers come to me in mixed formats—card statements, PDFs, and CSV downloads—and I need them consolidated in Excel or Google Sheets.

Here’s what the role covers:

• Data entry: transfer every line item quickly and without errors, applying the correct categories and tags I’ll provide.
• Report creation: turn the updated sheet into clear weekly and monthly summaries. I don’t have a set layout yet, so I’d like you to suggest a couple of practical formats that highlight totals, variances, and any notable spikes.
• Light analysis: surface trends or anomalies that warrant a closer look, using filters, pivot tables, or simple charts so I can spot issues at a glance.

We’ll collaborate in Google Drive, but if you prefer to stage things in Excel first, that’s fine as long as everything ends up synced online. Accuracy, confidentiality, and good communication are essential; if you spot missing data or suspect a misclassification, flag it before finalizing the sheet.

Deliverables each cycle will be:
1. Updated master expense sheet with zero validation errors.
2. At least one polished summary report in the agreed-upon format.
3. Brief note or comment thread pointing out any significant observations.

If you’ve streamlined expense workflows before and enjoy turning raw figures into useful insights, I’d love to hear how you’d approach this.