Jose R.
Accounting and Finance Analyst | Data Management | Tax Compliance | Bi
Accounting and finance professional with 3+ years of experience in data management, financial reconciliation, payment processing, and tax compliance. I have hands-on experience handling indirect tax compliance for U.S.-based clients — managing filings, account reconciliations, and financial documentation across multiple states. I bring a detail-oriented approach backed by measurable results: 150+ monthly vendor payments reconciled at 98% accuracy, and 1,000+ property records processed with zero duplication errors. What sets me apart is how I work: I actively integrate AI tools (ChatGPT, Claude, Copilot) into my workflows to streamline repetitive tasks, improve output quality, and deliver faster. Combined with advanced Excel skills and full bilingual fluency in English and Spanish, I can handle complex, data-heavy projects independently and under tight deadlines. Available for freelance projects in: · Bookkeeping & account reconciliation · Data entry, cleanup & validation · Financial document preparation · English-Spanish translation (financial & business texts) · Research & data analysis
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $5.6k
Billed in all: $44,810$45k
Earnings, last 30 days
Skill rankings: Top 9% in Translation
Ranked by MRR among everyone on Upwork with the skill.
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- #63Financial Analysis & Valuation498 freelancers · 🇦🇷 #1Top 13%🇦🇷#1 of 1
- #68Organizational Development491 freelancers · 🇦🇷 #1Top 14%🇦🇷#1 of 6
- #95Spreadsheet Skills777 freelancers · 🇦🇷 #1Top 12%🇦🇷#1 of 13
- #203Financial Report1,343 freelancers · 🇦🇷 #3Top 15%🇦🇷#3 of 10
- #236Tax Preparation1,478 freelancers · 🇦🇷 #1Top 16%🇦🇷#1 of 3
- #325English to Spanish Translation2,468 freelancers · 🇦🇷 #32Top 13%🇦🇷#32 of 287
- #382Accuracy Verification2,777 freelancers · 🇦🇷 #4Top 14%🇦🇷#4 of 13