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I need help with mortgage accounting, specifically in payment tracking and account reconciliation. I use Excel/Spreadsheets for this work. Key Requirements: - Track payments with detailed transaction history - Reconcile accounts accurately Ideal Skills and Experience: - Proficiency in Excel/Spreadsheets - Strong accounting background - Attention to detail and accuracy
Proje No: 40056744
73 teklifler
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Son aktiviteden bu yana geçen zaman 23 gün önce
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73 freelancer bu proje için ortalama $423 USD teklif veriyor

As an experienced professional with a specialization in Data Analysis and Accounting, I believe I'm a perfect fit to meet your needs. Over seven years as a Full Stack Developer, I've collaborated with industry leaders, including Metlife GOSC and DXC technologies, streamlining their data processes. In line with your project, I possess expert-level skills in Excel/Spreadsheets use, bringing immense value to payment tracking and account reconciliation. Furthermore, my attention to detail and dedication to precision aligns seamlessly with your need for meticulousness in mortgage accounting. Rest assured, this will be reflected in my work as I track payments extensively and reconcile accounts accurately. Lastly, I understand the significance of building long-term relationships with clients; hence, my commitment extends far beyond project completion. If you select me for this project, you're not just investing in my expertise; you're also securing the highest levels of employer satisfaction – backed by my 100% satisfaction guarantee. Let's get started on revolutionizing your mortgage accounting process!
$500 USD 7 gün içinde
8,6
8,6

Hello, Cutting through the fog of mortgage accounting is a task that I, Pangkaj, am more than well-equipped for. Hailing from a strong accounting background with over 12 years of experience specializing in finance and accounts, I understand the importance of meticulousness in this crucial field- whether it be in tracking complex payment histories or reconciling accounts. My proficiency in numerous accounting software, including but not limited to Excel, and my immense attention to detail have always helped me deliver excellent results, and I intend to do the same for you. My portfolio spans across borders with satisfied customers from Australia, the USA, Canada, and the UK. From managing company accounts to run-time bookkeeping and seamless data migration, I have been consistently entrusted with critical financial responsibilities such as calculating US federal/state taxes as well as UK limited company accounts. My experience comprises managing accounts receivable & Payables with offshore e-commerce businesses, too. I assure you, if given a chance to work on this project, my commitment to swift turnaround times without compromising accuracy shall incontrovertibly impress you. Let's team up to give your mortgage accounting a proficient edge. Thanks
$250 USD 7 gün içinde
7,8
7,8

Hey! I specialize in mortgage accounting and Excel-based tracking, and with over 9 years of experience in finance, bookkeeping, and data management, I can bring full clarity and accuracy to your payment records. Here's how I can help: * Build or refine a spreadsheet system to track every mortgage payment with detailed transaction history * Set up robust account reconciliation logic to flag discrepancies and ensure balances are always correct * Use formulas/PivotTables or light VBA (if needed) to automate summaries, aging, and exceptions * Organize clean reports you can review or share with third parties confidently To tailor this properly, how many mortgages/accounts are you tracking, and do you already have a current spreadsheet structure or should I design it from scratch?
$500 USD 7 gün içinde
7,4
7,4

Dear Sir, Unlock the full potential of your projects with my expertise as a Data Entry, Virtual Assistant and Project Management Specialist. My diverse skill set encompasses Data Entry, Data Mining, Data Analysis, Excel Expertise, Database Management, and Research, designed to drive your projects to new levels of efficiency and success. With over a decade of experience in managing data-intensive projects, I excel in handling Data Entry and Data Mining tasks with precision. Proficient in tools like Excel, Access, and SQL, I ensure meticulous data organization and insightful analysis. My dedication to accuracy and detail is a cornerstone of my approach. As an experienced researcher, I have a knack for extracting valuable insights through advanced Data Mining techniques. My skills in database management guarantee efficient data storage and retrieval, contributing to streamlined operations. My background in project management enables me to oversee and coordinate tasks seamlessly, ensuring that your projects are executed smoothly and effectively. With a strong focus on continuous improvement and adaptability to new technologies, I am poised to deliver high-quality results immediately. Best regards,
$500 USD 7 gün içinde
6,9
6,9

Hi Jrsllc, Thank you for considering my proposal. With over 8 years of real-world experience and freelance expertise in Excel, I am well-equipped to assist you with your mortgage accounting needs. I have carefully reviewed your project requirements and am confident in my ability to track payments with detailed transaction history and reconcile accounts accurately. I would love to discuss your project further in chat to understand your specific needs and how I can provide value to your business. Regards
$250 USD 1 gün içinde
7,0
7,0

Hi, I’ve carefully reviewed your project and I’m confident I can assist with your mortgage accounting needs. I’m a CPA and CBA with extensive experience in bookkeeping, account reconciliation, and Excel-based financial tracking. I specialize in creating organized spreadsheets that allow for precise payment tracking, clear transaction histories, and accurate reconciliations. I will build or refine your Excel sheets to ensure every mortgage payment is recorded correctly, linked to the appropriate accounts, and reconciled with your records. Any discrepancies will be flagged and documented, and formulas will be implemented to automate running balances, summaries, and error checks. I’ll also provide a clear structure so you can maintain and update the data efficiently over time. Accuracy, attention to detail, and timely updates are my top priorities. I can start immediately and ensure your mortgage accounting is reliable and fully audit-ready. Looking forward to helping you keep your accounts clean and well-organized. Kind regards, Mussadiq Hussain
$250 USD 7 gün içinde
6,6
6,6

With a background in both CA and CPA qualifications, I have a unique blend of technical accounting knowledge and practical experience. For nearly a decade, I have been dedicated to providing financial professionals like yourself with accurate, efficient and effective solutions. In terms of mortgage accounting, I have extensive experience with the processes that you're looking for – namely, payment tracking and account reconciliation – and I'm well-versed in using Excel/Spreadsheets to facilitate these tasks. As someone who believes that no detail is too small to be overlooked, I always ensure meticulousness and precision in my work. This has been a crucial part of my approach since day one. Not only do I track payments consistently but I also maintain a comprehensive transaction history as a core part of my job. Furthermore, my aptitude for reconciling accounts accurately ensures that your financial records stay up-to-date and reliable.
$250 USD 7 gün içinde
6,2
6,2

Hi Chartered accountant Experienced in mortgage accounting With my background as Chartered Accountant and a Microsoft Excel Expert, I offer a unique and highly specialised skillset to manage your financial records with precision and integrity. I don't just understand general accounting; I also understand the specifics of mortgage finance. I have hands-on experience in dissecting and modeling mortgage amortization schedules, interest calculations, and principal reductions. This expertise allows me to accurately project loan balances, verify lender calculations, and ensure any extra payments are correctly applied. I will do payment tracking and accurate account reconciliation, utilising Excel/Spreadsheets as primary tool. I am available to discuss this proposal in further detail at your convenience. Please feel free to contact me. Thanks.
$250 USD 3 gün içinde
6,4
6,4

Hi! Here is your Professional Accountant having 12 years of experience in the accounting field. I handle clients for all accounting needs, including Property Business Clients I offer Bookkeeping using QuickBooks, XERO, and Excel. Let’s connect Regards Muhammad Arslanullah
$750 USD 7 gün içinde
5,4
5,4

Hi . I am very excited with your project because I have completed similar project recently. The skills required for your project are my main specialty.(Data Entry, Finance, Bookkeeping, Financial Accounting, Data Management, Excel, Excel VBA, Accounting and Data Analysis) I can handle this perfectly and have abundent experiences. Please confirm that I am one of the best fits for you and drop me a message for further discussion. Thanks and Best Regards.
$500 USD 5 gün içinde
5,2
5,2

Hi there, I completely understand the importance of meticulous mortgage accounting and I'm confident I can assist you effectively. With a robust background in accounting and extensive experience using Excel, I excel at payment tracking and account reconciliation, ensuring every transaction is accurately documented and reconciled. I have successfully managed similar projects where I meticulously tracked payments, maintained detailed transaction histories, and reconciled accounts to ensure precision. My proficiency in advanced Excel functions enables me to create automated systems to simplify your workflow. I’m ready to get started promptly and can deliver results within the next 5 days.
$450 USD 2 gün içinde
5,3
5,3

Hello, With a strong background in accounting and extensive experience working with Excel and spreadsheet-based systems, I can help you streamline your workflow and establish clear, accurate, and reliable financial records. I understand how crucial it is to maintain a complete and well-organized transaction history, especially when dealing with mortgage payments. My approach focuses on creating structured, easy-to-navigate spreadsheets that allow you to track every payment with precision. I ensure that all entries are properly documented, categorized, and cross-checked so that your financial data remains transparent and error-free. In addition to tracking payments, I specialize in detailed account reconciliation. Whether you're managing multiple accounts or handling complex financial records, I can help pinpoint discrepancies, correct inconsistencies, and bring every balance into alignment. My priority is to provide you with clarity and confidence in your numbers so you can make informed decisions without stress or uncertainty. I’d be happy to discuss your current setup, understand your workflow, and tailor a system that best fits your operational needs. Looking forward to collaborating with you. Warm regards. Lilly
$450 USD 7 gün içinde
5,7
5,7

Hi, I have read your requirement al hat and can help you manage mortgage accounting with accurate payment tracking and account reconciliation. I am a CA/CPA with 5 years of experience and strong expertise in Excel/Spreadsheets, including building clear transaction histories, maintaining clean ledgers, and performing precise reconciliations. I focus on accuracy, attention to detail, and well-structured financial data, ensuring every payment is tracked correctly and all accounts remain fully balanced. Regards, Humayun Khan
$250 USD 7 gün içinde
4,6
4,6

I’m Curtis Folsom, a freelance bookkeeper and business solutions consultant based in Athens, GA. Local businesses are my passion, so I left the comfort and stability of my full-time accounting job to focus on helping other business owners succeed by taking the administrative load off your plate so you can focus on what you really love - serving your customers and growing your business. I have an accounting degree from the University of Georgia and have financial experience in multiple industries. Over the course of my career, I’ve been responsible for a little bit of everything from bookkeeping, bank reconciliations and budgeting to more advanced special projects such as leading software transitions, historical data cleanup and more. What fuels me is solving problems and creating efficient systems to save time and energy. From multi-billion-dollar corporations to local businesses and nonprofits, I've worked with organizations of all sizes, and I would love to bring my breadth of knowledge to your company. As a Certified Advanced QuickBooks ProAdvisor and Certified Xero Advisor, I have a strong background in accounting and can ensure accurate financial records, categorize expenses, run payroll, handle invoicing, bank reconciliations and more. My experience across several industries will be at your fingertips to help you tidy up your records and help you grow.
$300 USD 7 gün içinde
4,5
4,5

Mortgage accounting can be a daunting task, but thankfully my expertise in Excel spans over 7 years, and I've dealt with similarly complex tasks before. I hold a degree in Industrial Statistics and Mathematical Finance, which, combined with my advanced knowledge of Excel and VBA, uniquely positions me to streamline your workflow for payment tracking and account reconciliation. As a successful freelancer, what sets me apart is my ability to automate Excel processes using VBA/Power Query. By working with me, you'll gain not just an efficient and precise accounting specialist, but also a productivity enhancer who can design macros that save you significant time and effort. Lastly, I understand the importance of accuracy in mortgage accounting. My strong attention to detail has been consistently praised by past clients. Your project requires someone with these skills as well as a strong accounting background – look no further. Reach out today, and let's work together to revolutionize your mortgage accounting process.
$500 USD 7 gün içinde
4,4
4,4

Hi there Enjoy a special 30 percent discount as I offer my services for your Mortgage Accounting Specialist project. I understand the importance of precise financial management, accurate reporting, and compliance with regulatory standards in the mortgage sector. My goal is to provide reliable accounting support that ensures your records are accurate, reconciled, and ready for timely reporting while maintaining clarity and consistency. I will handle mortgage calculations, payment tracking, ledger updates, and reconciliation of accounts with careful attention to detail. This includes managing interest accruals, escrow balances, and amortization schedules to maintain accurate financial statements. My approach focuses on minimizing errors, ensuring compliance, and streamlining processes for efficiency and transparency. You will receive consistent communication, timely updates, and meticulous accounting support aligned with your organizational standards. I will ensure all entries and reports are clear, organized, and easily auditable, supporting informed decision making. My goal is to deliver dependable and professional mortgage accounting services that contribute to smooth financial operations and regulatory compliance. Regards Sohail Jamil
$250 USD 1 gün içinde
4,1
4,1

Meticulous and tech-savvy, as a mortgage accounting specialist I meticulously track payments with a detailed transaction history using excel spreadsheets. Not only will I ensure accurate records of all your transactions are maintained, but I will also skillfully reconcile all relevant accounts. What sets me apart is my extensive experience in using Excel and other accounting software to effectively streamline these processes. Being highly detail-oriented, I leave no stone unturned to guarantee accuracy throughout the process. This quality ensures that your books are always well aligned. Couple that with my efficiency and you have a partner who saves you time, stress, and the potential consequences of patchy financial records. My services extend beyond mortgage accounting. From data entry to financial reporting to tax preparation support, I am adept at catering to all your financial needs. So why wait? Secure the consistent financial stability that your business deserves by hiring me for this project. Let's make our relationship more than just a business transaction; let's form a trusted partnership built on privacy, reliability, and collaborative efficiency. Together, we can simplify your financial journey!
$400 USD 7 gün içinde
3,7
3,7

With my professional background in bookkeeping and deep understanding of various accounting software such as QuickBooks Online, Xero and Excel, I am confident that I can provide you with excellent services as your mortgage accounting specialist. Over the past 5 years, I have consistently demonstrated an aptitude for data entry, categorization and particularly bank reconciliation that aligns well with your requirements. My experience navigating complex spreadsheets combined with my commitment to accuracy ensure that your payments will be tracked meticulously and your accounts will be reconciled precisely. What sets me apart is not just my technical proficiency but also my attention to detail. I understand that even a small discrepancy can cause significant problems in mortgage accounting. Hence, every transaction will receive the thorough scrutiny it requires to maintain the integrity of your accounts. Not only am I a stickler for detail, but I am also adept at customizing my services to the unique needs of clients. So no matter what specificities exist in your mortgage accounting process, I'll adjust seamlessly to incorporate them into my workflow. More importantly, integrity and confidentiality are values I hold dear in my work - you can trust me to handle your financial information securely. Choose me as your mortgage accounting specialist and let's simplify your financial journey together!
$400 USD 7 gün içinde
3,5
3,5

Navigating through the intricate world of mortgage accounting requires more than just a fundamental understanding of numbers and spreadsheets, it necessitates a meticulous eye for detail, steadfast accuracy, and an adaptable approach. As a Chartered Accountant with over a decade of experience in financial reporting and audit assurance, I confidently embody these qualities, proving myself to be an exceptional fit for your project. Through my career, I have honed my skills in utilizing Excel and other data analysis tools to extract pivotal insights from vast amounts of information. This skill set directly aligns with your need for payment tracking with detailed transaction history and account reconciliation. My deep-seated commitment to adherence to regulations and timelines will ensure that your mortgage accounting is handled in full compliance with the current standards. In addition, my proficiency in bookkeeping, financial accounting, and my multi-faceted understanding of finance equip me with the ability to not only track payments meticulously but also offer valuable advisory on financial planning, budgeting, and forecasting. My passion for delivering quality results is unwavering - let me support your mortgage accounting needs with the precision it deserves.
$300 USD 7 gün içinde
2,8
2,8

In search of a comprehensive mortgage accounting professional? Look no further, for I have the perfect blend of skills and experience to meet your needs. As a certified QuickBooks & Xero ProAdvisor and, more notably, a meticulous Senior Accounts Executive with plentiful background in mortgage accounting, tracking payments and executing detailed account reconciliations are second nature to me. Leveraging my knack for Excel/Spreadsheets and profound data management skills, I guarantee precise and discerning financial reports with clear P&L's, accurate balance sheets, and even concise cash flow statements. Known for my strong attention to detail and careful analysis aptitudes, you can rely on my competency to ensure your accounts are reconciled with utmost accuracy. Moreover, my ability to set up extensive Excel reports and dashboards will further enhance operational transparency for smoother financial managing. In sum, partnering with me means granting yourself peace of mind in knowing your mortgage accounting is in the hands of a dedicated professional. From meticulous payment tracking and comprehensive account reconciliation to simplifying data entry tasks and handling complex Excel functions- I’ve got you covered! I invite you to join hands with me in transforming your mortgage accounting and experiencing streamlined financial processes!
$300 USD 7 gün içinde
1,6
1,6

Laguna niguel, United States
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