Juliana Walser
FP&A & Data Analytics | Excel • Power BI • QuickBooks | P&L, Forecasts & Dashboards
- Role
- Finance & Client Operations Consultant at Upwork
- Location
- Santa Rosa, CA, US
- LinkedIn followers
- 500 followers
About Juliana Walser
I help business owners make faster, better decisions with clear numbers. I’m a finance & …
Experience
Finance & Client Operations Consultant
Feb 2024 — Present · Santa Rosa, CA, US
Supported 18+ clients with budgeting, cash flow analysis, and financial tracking- Created dashboards in Excel and Power BI to monitor business performance- Built long-term client relationships through responsive communication and tailored support- Earned consistent 5.0-star ratings and repeat business- Built monthly P&L + Cash Flow with Power Query; 1-click refresh from QuickBooks/CSV- Modeled breakeven & unit economics for food service; daily sales targets and price/mix levers- Created investment/insurance projections with premium schedule, COI, IRR and scenario analysis- Reduced month-end effort by 30–50% and improved visibility on COGS and margins.
Education
Pontifícia Universidade Católica de Campinas
Bachelor of Business Administration - BBA, Administração de Empresas
Universidade Anhembi Morumbi
Bachelor of Business Administration - BBA, Business Administration and Management, General
Berkeley City College
Associate of Science - AS, Computer Information Systems
University of California, Berkeley
Specialization, Data Analytics
2023 — 2023
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