Yogesh P.

ACCOUNTING & EXCEL AUTOMATION SPECIALIST | FINANCIAL REPORTING | DASHBOARDS | VBA | PYTHON 🔹 WHY HIRE ME: Whether you need an end-to-end accounting, bookkeeping/reporting solution Excel improvement solution, I can help with, I can help with: ✔ Accounts Receivables and Accounts Payables ✔ AR/AP Ageing Reports ✔ Bookkeeping and financial reporting ✔ P&L / Balance Sheet Reports ✔ Bank Reconciliation Tools ✔ Budget vs Actual Models ✔ Management Reporting / MIS ✔ Accounting Data Analysis ✔ ERP-to-Excel Reporting ✔ Automated Excel Templates ✔ Financial Dashboards ✔ Payroll Reporting Systems ✔ VBA Automation ✔ Power Query Solutions ✔ Python Data Processing ✔ Data Cleaning & Transformation ✔ Customized Financial Models More than an accountant who enters numbers or an Excel freelancer who builds spreadsheets- I combine professional accounting knowledge, advanced Excel, automation, financial reporting, data analysis, and Python to turn raw business data into accurate, efficient, and decision-ready solutions. I can work independently from requirement → data → logic → automation → reporting → final deliverable, with a strong focus on accuracy, usability, and maintainability. 🔹 ACCOUNTING & FINANCIAL REPORTING I can support a wide range of accounting and finance requirements, including: - Profit & Loss and Balance Sheet reporting - Trial Balance and General Ledger analysis - Accounts Receivable & Accounts Payable - AR/AP ageing reports - Bank and account reconciliations - Month-end reporting and analysis - Revenue & expense analysis - Budget vs Actual reporting - Variance analysis - Payroll reporting and reconciliation - Financial data cleanup and review - Management / MIS reporting - Financial KPI analysis - Working-capital reporting - Custom accounting reports from ERP exports I don't treat accounting data as just rows and columns. I understand the underlying accounting logic and how financial information needs to flow from transactions → ledgers → financial reports → management insights. 🔹 ADVANCED EXCEL & REPORTING AUTOMATION Excel is one of my strongest working environments, particularly for finance and operational reporting. I build customized solutions using: - Advanced Excel formulas - XLOOKUP / INDEX-MATCH - SUMIFS / COUNTIFS - Dynamic formulas - Pivot Tables & Pivot Charts - Power Query - Data validation - Conditional formatting - Structured Tables - Financial models - Interactive dashboards - Automated recurring reports - Data consolidation - Reconciliation tools - Exception reports - Management reporting packs I can take a repetitive manual Excel process and turn it into a reusable reporting system where updating the source data automatically refreshes the required calculations and outputs. 🔹 VBA & MACRO AUTOMATION For processes that require deeper automation, I can develop VBA-based Excel solutions such as: - One-click report generation - Automated payroll reporting - Data consolidation across multiple files - Automated formatting and report preparation - Recurring monthly reporting templates - Automated reconciliation - File and worksheet processing - Report generation from raw datasets - User-friendly buttons and workflows The objective isn't simply to "add a macro." The objective is to remove unnecessary manual work and make the process repeatable. 🔹 PYTHON FOR DATA PROCESSING & AUTOMATION I can also work independently with Python when Excel alone isn't the most efficient solution. I can use Python for: - Large dataset processing - Data cleaning and transformation - CSV/Excel data processing - Repetitive data-processing workflows - Data validation and quality checks - Financial data analysis - Automated calculations - Report preparation - Dataset consolidation - Custom data-processing scripts This gives me the flexibility to choose the right approach depending on the requirement — Excel, VBA, Power Query, Python, or a combination of these technologies. 🔹 ERP / ACCOUNTING DATA TO EXCEL I can also work with accounting and ERP exports and convert them into useful reporting systems. For example: ERP / Accounting Export → Data Cleaning → Account Mapping → Calculations → Financial Reports → Dashboard I have experience working with mostly used ERPs, accounting data and Excel-based reporting workflows, and can structure exported accounting information into reports that are much easier for management to review.