Andrea P P.

I help business owners and busy executives get their operations under control, clean CRMs, documented workflows, AI-powered automation, and SOPs that let the business run without everything depending on one person's memory. I started on Upwork building my 100% Job Success Score and Top Rated Plus status the way most freelancers do: saying yes to a wide range of work, appointment setting, lead generation, virtual assistance, while figuring out where I add the most value. Since 2023, my focus has shifted fully to what I enjoy and I'm best at, executive support, CRM automation, and operations systems. Much of that specialized work happens directly with long-term clients, including several who started with me here on Upwork, so you'll see it most clearly in my portfolio and case studies below. What I help with: Executive & Operations Support - Inbox and calendar management, task tracking, SOP creation, team handoff processes, owner dashboards. CRM & Automation - HubSpot, JobNimbus, ClickUp, HighLevel, and Zapier-based workflows: lead routing, follow-up automation, reminders, and processes that cut manual admin without sacrificing accuracy. AI-Augmented Workflows - Using AI tools to speed up reporting, communication, and repetitive admin work, with a human check on accuracy at every step. Financial Operations Visibility - QuickBooks Online/Desktop, reconciliations, month-end support, and bookkeeping cleanup so your operations and your numbers tell the same story. Before freelancing, I spent 13 years in institutional financial operations, including roles at Raymond James, Itaú International Securities, and Boreal Capital Management, which is where the accuracy and structure I bring to building systems comes from. I'm also bilingual (English/Spanish). If you need someone who can walk into operational chaos, figure out what's actually broken, and build the systems and automations to fix it, let's talk. Credentials: FINRA Series 99 | SIE | IRS Certified Tax Preparer | Licensed Life Insurance Agent Bilingual: Native English & Spanish Fully remote | U.S.-based in Miami | Responsive within hours