Vishal P.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

I am the Founder of FinDNA Advisory, where we specialize in helping businesses streamline their financial operations and optimize data strategies through innovative, technology-driven solutions. our work focuses on delivering scalable solutions that enhance efficiency, drive informed decision-making, and support business growth. With expertise in financial modeling, data analysis, process automation, and CRM systems, I support a variety of business needs across multiple industries. I implement robust financial systems, automate processes, and leverage data to achieve strategic objectives. Key Services: 1. Solution Design & Implementation: i. Design and implement customized financial solutions using QuickBooks, Sage Intacct, Xero, and NetSuite. ii. Utilize Microsoft Fabric, Power BI, and Advanced Excel for data visualization and analysis, providing real-time insights for strategic decision-making. iii. Integrate Office 365 to enhance collaboration and productivity. 2. CFO Support: i. Automate financial processes, improve data management, and enhance reporting with Power BI and Excel. ii. Streamline workflows such as Order to Customer, Procurement to Payment, and Record to Report to ensure accurate financial data processing. 2. Lead Management & CRM: i. Specialize in lead management using Salesforce.com Administration, developing CRM systems to streamline client acquisition and retention. ii. Automate lead processes with SOQL/SQL and Zapier for efficient sales operations. 3. Data Strategy & Analysis: i. Develop data strategies aligned with business goals, using Microsoft Fabric, Power BI, and Python for advanced analysis. ii. Implement Zapier to integrate and streamline data sources, providing a comprehensive view of financial performance. 4. Process Automation: i. Design automation solutions using Zapier to reduce manual tasks and increase efficiency. Automate workflows within SAP Ariba, Bill.com, and other financial systems, ensuring seamless integration. 5. ERP & Procurement Management: i. Manage the integration of SAP Ariba for procurement and financial management. Oversee procurement processes from Order to Customer and Procurement to Payment to Record to Report, leveraging ERP systems like NetSuite. 5. Client Engagement & Support: i. Engage with clients to understand challenges and objectives, providing ongoing support and training for successful solution adoption. ii. Foster long-term relationships by continuously optimizing solutions and offering new insights. 6. Communications & Administration: i. Manage communications through Dialpad Administration to ensure clear, efficient, and consistent interactions. 7. Tools & Technologies: i. Data Analysis & Visualization: Microsoft Fabric, Power BI, Advanced Excel ii. CRM & Lead Management: Salesforce.com Administration, SOQL/SQL, Dialpad Administration iii. Process Automation: Zapier, Python iv. Accounting & Financial Management: QuickBooks, Sage Intacct, Xero, Bill.com, NetSuite v. ERP & Procurement: SAP Ariba, Order to Customer, Procurement to Payment, Record to Report vi. Office & Productivity Tools: Office 365