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Jose L.
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Jose L.

Accounting/Bookkeeping | AR/AP | Financial Consulting

📒 Senior Bookkeeper/Accountant - Business Support Specialist 💰 Aspiring Financial Consultant - Accounting System Optimizer 📈 Improving Stability & Sustainable Growth I’m a results-driven bilingual Senior Bookkeeper/Aspiring Financial Advisor with outstanding success optimizing financial operations and streamlining accounting systems for small and mid-sized businesses across real estate, technology, and logistics sectors. Spearheading accounts payable/receivable, dashboard design, and reconciliations for industry leaders such as Evolve Technologies, Leaseleads, and EK Home Builders, I am known for driving profitability improvements, recovering lost revenue, and designing accounting frameworks enabling compliance, accuracy, and scalability. I am eager to grow into a financial advisory role, where I can guide businesses toward long-term stability and sustainable growth. With a strong focus on continuous improvements, I am highly skilled at automating workflows, reconciling accounts, and delivering real-time financial visibility through custom dashboards and process design. I am also adept at leveraging cutting-edge financial technology to deliver insights supporting enhanced decision-making and measurable ROI. Additionally, I possess exceptional academic qualifications, including a Master of Business Administration in Project Management from CEUPE – European Business School. A few recent accomplishments:  📌 Demonstrated track record uncovering a $30K overpayment discrepancy by performing a comprehensive timesheet vs. invoice audit, leading to contractor termination and new control implementation. 📌 Outstanding success saving 7+ hours per week while enabling the delivery of timely financial statements by implementing and maintaining monthly reporting automation. 📌 Commended by executive leadership for boosting profitability 10–15% after transforming financial operations through workflow audits, new procedure implementation, strategic pricing, and real-time COGS visibility. In my free time, I enjoy watching sports such as MMA and soccer, playing video games, working out, and listening to audiobooks. Specialties, Expertise, & Attributes: Accounting/Bookkeeping, Strategic Financial Planning, Growth Optimization, Accounts Payable/Receivable, Report Generation, Budget/Profitability Targets, Financial Consulting, Project Management, Dashboard Design, Technical Expertise, Reconciliations, Best Practices

🇻🇪Maracaibo, Venezuela$37/hr100% JSS5.00 (4)Since Sep 2023

Earnings and projects

MRR
$2.2k

Last 6 months ÷ 6

World#19,776 / 412k
🇻🇪Country#158 / 3,245
Revenue, last 30 days
$303

Last 6 months: $13k

World#74,096 / 412k
🇻🇪Country#800 / 3,245
Total earnings
$58k

Billed in all: $61k

World#67,587 / 412k
🇻🇪Country#459 / 3,245
Per project
$5.8k

$1.7k in the last 6 months

World#30,008 / 412k
🇻🇪Country#314 / 3,245
Projects, last 6 months
8
13% fixed87% hourly
World#24,499 / 412k
🇻🇪Country#87 / 3,245
Projects in all
10

Across 13 contracts

23% fixed77% hourly
World#201,797 / 412k
🇻🇪Country#1,187 / 3,245

Earnings, last 30 days

$60.6k+$303 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$60.2k$60.4k$60.6k$60.8kOct 8Oct 23Nov 7

Skill rankings: Top 4% in Microsoft Excel

Ranked by MRR among everyone on Upwork with the skill.

  1. #110Balance Sheet1,576 freelancers · 🇻🇪 #1Top 7%
  2. #175Financial Accounting2,249 freelancers · 🇻🇪 #1Top 8%
  3. #200Account Reconciliation2,860 freelancers · 🇻🇪 #2Top 7%
  4. #225Financial Reporting2,681 freelancers · 🇻🇪 #1Top 8%
  5. #230Business Analysis3,603 freelancers · 🇻🇪 #2Top 6%
  6. #235Accounts Payable3,205 freelancers · 🇻🇪 #2Top 7%
  7. #239Financial Analysis3,527 freelancers · 🇻🇪 #2Top 7%
  8. #278Accounts Receivable3,593 freelancers · 🇻🇪 #3Top 8%