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Excel Agency Jobs in California (NOW HIRING)

Punch Agency

Account Manager

San Francisco, CA · On-site

Company Description Punch is a full service digital agency based out of New York, Silicon Valley ... Proficient with Microsoft Office tools including Word, Excel, PowerPoint, Outlook * Comfortable ...

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Excel Agency information

What is an Excel Agency?

An Excel Agency is a specialized service provider that offers expertise in Microsoft Excel to help businesses and individuals with data analysis, automation, reporting, and spreadsheet solutions. These agencies typically employ skilled Excel professionals who can create custom templates, optimize existing spreadsheets, automate workflows using macros and VBA, and provide training or consulting. Their goal is to improve efficiency, accuracy, and data-driven decision-making for clients using the powerful features of Excel.

What types of projects or clients does an Excel Agency professional typically work with, and how does this influence daily responsibilities?

At an Excel Agency, professionals often collaborate with a diverse range of clients across various industries, such as finance, marketing, or operations, who require customized data solutions and automation. This variety means that daily responsibilities can include everything from developing advanced Excel models and dashboards to providing training or troubleshooting complex spreadsheet issues. Working closely with both internal team members and clients is common, requiring strong communication and project management skills. The dynamic nature of the work keeps tasks interesting but also demands adaptability and continuous learning to meet unique client needs.

What are the key skills and qualifications needed to thrive as an Excel Agency professional, and why are they important?

To succeed as an Excel Agency professional, you generally need expertise in digital marketing, client relationship management, and campaign strategy, often supported by relevant degrees or certifications. Familiarity with tools such as Google Analytics, Facebook Ads Manager, CRM systems, and project management software is typical. Strong communication, creativity, and problem-solving skills make candidates stand out in this fast-paced environment. These abilities are crucial for delivering measurable results to clients and fostering lasting business relationships.

What is the difference between Excel Agency vs Data Entry Specialist?

AspectExcel AgencyData Entry Specialist
Required CredentialsProficiency in Excel, basic administrative skillsTyping speed, attention to detail, basic computer skills
Work EnvironmentOffice or remote, project-basedOffice, data-focused tasks
Employer & Industry UsageMarketing, consulting, staffing agenciesHealthcare, finance, retail
Search & Comparison IntentUnderstanding agency services vs individual rolesJob responsibilities, skills required

Excel Agency typically refers to a staffing or consulting firm specializing in Excel-related projects, while a Data Entry Specialist is an individual role focused on inputting data accurately. The agency provides services and staffing solutions, whereas the specialist performs specific tasks. Both roles require Excel skills, but the agency often manages multiple clients and projects, offering broader services.

What are popular job titles related to Excel Agency jobs in California?

For Excel Agency jobs in California, the most frequently searched job titles are:

What job categories do people searching Excel Agency jobs in California look for?

The top searched job categories for Excel Agency jobs in California are:

What cities in California are hiring for Excel Agency jobs?

Cities in California with the most Excel Agency job openings:

Excel Agency jobs near you
Infographic showing various Excel Agency job openings in California as of August 2026, with employment types broken down into 1% Internship, 81% Full Time, 13% Part Time, 1% Temporary, and 4% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution.

Loan Agency Services, Associate Director

alter Domus

Carmel, CA • On-site

Full-time

Posted 6 days ago

Job description

ABOUT US:
As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning "The Other House" in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.
With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, how we work, and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take.
Find out more about life at Alter Domus at careers.alterdomus.com
JOB DESCRIPTION:
  • Act in manager capacity as an escalation point for primary deal owners; and work with Loan Agency support staff to manage and communicate deal information and ensure that all teams adhere to appropriate workflows.
  • Review and negotiate administrative provisions within Credit Agreements. Oversee the updating of the Agency system to reflect attributes of each credit agreement and related governing documents.
  • Oversee the calculation, invoicing and disbursement of all deal related fees by maintaining a cumulative master list or report per client.
  • Responsible for oversight of coordination of funds movement related to initial funding and closing, managing closings for lenders transferring positions by assignment, and working with the borrower and lending group as needed.
  • Oversee ongoing maintenance of facility commitments and the processing of loan/facility-related activity; including rollovers, rate settings, conversions, prepayments, assignments, amendments, waivers, etc., by utilizing KPI reports and other tools available within the loan system.
  • Oversee accurate and timely collection and disbursement of interest/principal/fee payments to lenders by utilizing KPI reports and other tools available within the loan system. Ensure collection of new borrowings from lenders and disbursement to borrower is completed timely by the team.
  • Act as an escalation point for borrowers and lenders; ensure compliance with the terms of the Credit Agreement and other governing documents.
  • Maintain expert knowledge of all relevant portfolios and deal related documentation.
  • Identify and develop key leaders in the group, build upon individual strengths and mentor to facilitate success at the next level.
  • Build effective partnerships with internal teams and external partners.
  • Train and coach support staff on the life cycle of a loan, deal documentation, industry standards, professional communication and client workflow deliverables and execution.
  • Recruit, train and develop knowledgeable teams of professionals.
  • Work in a dynamic team environment and participate in strategic initiatives identifying and implementing best practices and operational efficiencies.

QUALIFICATIONS:
  • BA/BS in Business, Finance, Accounting or equivalent.
  • 5+ years of investment management operations experience or bank loan agency/syndication experience.
  • Bachelor's degree in finance, accounting, business or economics or commensurate work experience.
  • Ability to independently research and resolve complex problems.
  • Ability to collaborate with internal groups and external clients; strong verbal/written communication skills.
  • Demonstrated analytical skills, strong working knowledge of fundamental financial/accounting/business concepts and a strong, proactive interest in learning and mastering new concepts.
  • Strong Microsoft Excel skills and experience, knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools.

#LI-HYBRID #LI-JR1
WHAT WE OFFER:
We are committed to supporting your development, advancing your career, and providing benefits that matter to you.
Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.
Our global benefits also include:
  • Support for professional accreditations
  • Flexible arrangements, generous holidays, plus an additional day off for your birthday!
  • Continuous mentoring along your career progression
  • Active sports, events and social committees across our offices
  • 24/7 support available from our Employee Assistance Program
  • The opportunity to invest in our growth and success through our Employee Share Plan
  • Plus additional local benefits depending on your location

Alter Domus is an Equal Opportunity Employer: Equity Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: https://alterdomus.com/privacy-notice/)
#LI-HYBRID

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