Project Description
I’m looking for a proactive helper who can keep my back-office humming. Each day the Outlook inbox comes first: I rely on you to spot and flag any urgent messages so I never miss a time-sensitive request. After that, you’ll update the Excel workbooks I supply with fresh financial data, checking formulas and basic validations so totals and pivots stay accurate.
Everything happens inside Microsoft 365, so a confident command of Excel (sorting, filtering, functions such as VLOOKUP/XLOOKUP, SUMIFS, simple macros if you know them) and Outlook rules or quick steps is important. If you have tricks for automatically filing messages or speeding up recurring replies, tell me.
Typical flow
• Morning: scan Outlook, flag priorities, leave short notes when context is clear.
• Day or week’s end (depending on volume): enter new financial figures into the designated sheets, run a quick accuracy pass, then save to OneDrive for my review.
Reliability, clear status updates, and a predictable turnaround time matter more to me than raw speed. Let me know how quickly you can handle the routine tasks above on an average workday and share a brief example of a spreadsheet or inbox workflow you’ve streamlined for another client.
If we mesh well, I’m happy to keep this going long-term.