Kevin O.

Kevin O.

Delray BeachFL
Job Success
Top Rated Plus

IT Professional and Excel Expert

IT professional with 23 years of experience implementing software solutions for clients prior to becoming a freelancer. In my career I have worked in all phases of the software development life cycle (SDLC). I'm a problem solver with good communication skills. I have worked with clients at all levels. I bring this wealth of experience to my Upwork clients to effectively and efficiently deliver spreadsheet-based solutions to improve their business processes and save them time. Areas of proficiency and experience: - Complex Formulas (including Array Functions) - Advanced Lookup (including lookup on multiple values/fields) - Dashboards and Data Visualization - Power Query / Data Transformation and Loading - Complex Conditional Formatting - Performance Tuning - Data Validation - Tables and Pivot Tables - Charts - VBA/Macros - User Forms / Input Parameters - Helper Columns Notable Projects: - Automated payroll processing - Dashboards of varying complexity - Data analysis and survey charting - Stock Market Portfolio/Trade tracking (including equities, options, and futures) - Fulfillment/Sales/Inventory (e.g. amazon) - Modeling - Investment Performance and Trade Tracking/Reporting - Monte Carlo Simulation - Estimation/Invoices I am now freelancing exclusively and look forward to the opportunity to work with you.
Rating is 5 out of 5.
5.00 Nov 10, 2020 - Nov 14, 2020

"Kevin went above and beyond with our project. He was very communicative throughout the entire time and was updated on a daily basis. His excel skills are second to none. My project was completed within the allocated deadline. I highly recommend Kevin for any excel-related projects."

Private earnings
Rating is 5 out of 5.
5.00 Sep 22, 2020 - Oct 3, 2020
Private earnings
Rating is 5 out of 5.
5.00 Jan 25, 2020 - Aug 18, 2020
Private earnings
Rating is 5 out of 5.
5.00 Feb 18, 2020 - Mar 30, 2020

"Kevin repeatedly exceeded all expectations regarding knowledge, timeliness, communication and the end results. Kevin helped us build out a buy sell planning template in excel that took what we were using and raised the bar far beyond what we could have done. We have been able to work with clients remotely, get hired and continue business as a result of this tool. Kevin has an amazing working knowledge of excel coupled with practical knowledge of how we as users and clients would want to interface with the tool. This was a terrific hire that I can not endorse enough. Please feel free to call me with any questions regarding Kevin and how fortunate we have been to have found him for this project! Brent Kvech 410-746-8853"

Private earnings
Aug 21, 2019 - Nov 1, 2019

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Sep 3, 2019 - Sep 23, 2019

"Excellent work, and fantastic communication - even with a tight timeline due to another analyst not completing the job and a complex dataset. Kevin has the ideal qualities I need for a data analyst. Thank you Kevin for your quick and collaborative work. I would definitely hire again for data analysis and visualizations."

Private earnings
Rating is 5 out of 5.
5.00 May 29, 2019 - Jun 24, 2019

"Recently I designed a fairly complex Excel spreadsheet. Its purpose, to help pre-retirees identify available steps to enhance their IRA retirement accounts prior to their retirement. I was pretty proud of my effort but realized it could be further automated and rendered easier to understand and use. Stand back! . . . by comparison, this freelancer was able to turn an 8th grader's effort into master degree candidate's thesis. Besides having an extreme, in-depth knowledge of Excel and financial relationships, he always questioned for better understanding, then completed the desired result quickly, writing an explanation when needed to keep me fully informed of the more advanced features of my program. I never thought I'd enjoy spending money to talk to someone about an Excel spreadsheet, but this freelancer offered so many fresh ideas and insights, it was a pleasure. The total cost was much less than the results achieved! Bottom line: If you have an important Excel project you'd like perfected, look no further. Engage this freelancer."

Private earnings
Rating is 5 out of 5.
5.00 Apr 3, 2019 - Apr 9, 2019

"enjoy working with Kevin. Very talented. Always available for communication. Open for feedback. the only down side is the unexpected amount of Hours that put the price higher than expected. Will definitely rehire him :)"

Private earnings

Kevin O. has more jobs. Create an account to review them

Portfolio

Investment Model
Investment Model
The client had 24 different metrics they needed to visualize along with a project plan. The main dashboard prominently displayed 5 different metrics with a table showing the remaining 19. Each metric showed the value, scorecard indicator (green/yellow/red) based on comparison of the value to the target, and a trend (comparison against the prior month). Hyperlinks were inserted for each metric such that clicking the link would then show a month over month chart for that specific metric. To the side of the metrics was a project plan that was imported from Asana via Power Query that identified risks and items due soon.
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Kevin O.

Kevin O.

Delray BeachFL
Job Success
Top Rated Plus
74
Total Jobs
2,650
Total Hours

IT Professional and Excel Expert

Specializes in
IT professional with 23 years of experience implementing software solutions for clients prior to becoming a freelancer. In my career I have worked in all phases of the software development life cycle (SDLC). I'm a problem solver with good communication skills. I have worked with clients at all levels. I bring this wealth of experience to my Upwork clients to effectively and efficiently deliver spreadsheet-based solutions to improve their business processes and save them time. Areas of proficiency and experience: - Complex Formulas (including Array Functions) - Advanced Lookup (including lookup on multiple values/fields) - Dashboards and Data Visualization - Power Query / Data Transformation and Loading - Complex Conditional Formatting - Performance Tuning - Data Validation - Tables and Pivot Tables - Charts - VBA/Macros - User Forms / Input Parameters - Helper Columns Notable Projects: - Automated payroll processing - Dashboards of varying complexity - Data analysis and survey charting - Stock Market Portfolio/Trade tracking (including equities, options, and futures) - Fulfillment/Sales/Inventory (e.g. amazon) - Modeling - Investment Performance and Trade Tracking/Reporting - Monte Carlo Simulation - Estimation/Invoices I am now freelancing exclusively and look forward to the opportunity to work with you.
Rating is 5 out of 5.
5.00 Nov 10, 2020 - Nov 14, 2020

"Kevin went above and beyond with our project. He was very communicative throughout the entire time and was updated on a daily basis. His excel skills are second to none. My project was completed within the allocated deadline. I highly recommend Kevin for any excel-related projects."

Private earnings
Rating is 5 out of 5.
5.00 Sep 22, 2020 - Oct 3, 2020
Private earnings
Rating is 5 out of 5.
5.00 Jan 25, 2020 - Aug 18, 2020
Private earnings
Rating is 5 out of 5.
5.00 Feb 18, 2020 - Mar 30, 2020

"Kevin repeatedly exceeded all expectations regarding knowledge, timeliness, communication and the end results. Kevin helped us build out a buy sell planning template in excel that took what we were using and raised the bar far beyond what we could have done. We have been able to work with clients remotely, get hired and continue business as a result of this tool. Kevin has an amazing working knowledge of excel coupled with practical knowledge of how we as users and clients would want to interface with the tool. This was a terrific hire that I can not endorse enough. Please feel free to call me with any questions regarding Kevin and how fortunate we have been to have found him for this project! Brent Kvech 410-746-8853"

Private earnings
Aug 21, 2019 - Nov 1, 2019

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Sep 3, 2019 - Sep 23, 2019

"Excellent work, and fantastic communication - even with a tight timeline due to another analyst not completing the job and a complex dataset. Kevin has the ideal qualities I need for a data analyst. Thank you Kevin for your quick and collaborative work. I would definitely hire again for data analysis and visualizations."

Private earnings
Rating is 5 out of 5.
5.00 May 29, 2019 - Jun 24, 2019

"Recently I designed a fairly complex Excel spreadsheet. Its purpose, to help pre-retirees identify available steps to enhance their IRA retirement accounts prior to their retirement. I was pretty proud of my effort but realized it could be further automated and rendered easier to understand and use. Stand back! . . . by comparison, this freelancer was able to turn an 8th grader's effort into master degree candidate's thesis. Besides having an extreme, in-depth knowledge of Excel and financial relationships, he always questioned for better understanding, then completed the desired result quickly, writing an explanation when needed to keep me fully informed of the more advanced features of my program. I never thought I'd enjoy spending money to talk to someone about an Excel spreadsheet, but this freelancer offered so many fresh ideas and insights, it was a pleasure. The total cost was much less than the results achieved! Bottom line: If you have an important Excel project you'd like perfected, look no further. Engage this freelancer."

Private earnings
Rating is 5 out of 5.
5.00 Apr 3, 2019 - Apr 9, 2019

"enjoy working with Kevin. Very talented. Always available for communication. Open for feedback. the only down side is the unexpected amount of Hours that put the price higher than expected. Will definitely rehire him :)"

Private earnings

Kevin O. has more jobs. Create an account to review them

Portfolio

Investment Model
Investment Model
The client had 24 different metrics they needed to visualize along with a project plan. The main dashboard prominently displayed 5 different metrics with a table showing the remaining 19. Each metric showed the value, scorecard indicator (green/yellow/red) based on comparison of the value to the target, and a trend (comparison against the prior month). Hyperlinks were inserted for each metric such that clicking the link would then show a month over month chart for that specific metric. To the side of the metrics was a project plan that was imported from Asana via Power Query that identified risks and items due soon.
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More than 30 hrs/week

< 24 hrs response time