Hire the Best Chartio Specialists

I help small business owners get organized: clear systems for how work gets done, and clear numbers showing how the business is doing. What I do: – 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐬𝐲𝐬𝐭𝐞𝐦𝐬: company hubs, trackers, and workflows in Notion, Dubsado, Honeybook, and Airtable, built so your team actually uses them – 𝐒𝐎𝐏𝐬 & 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: get your processes out of people's heads into step-by-step docs anyone can follow – 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬: clean Google Sheets dashboards showing revenue, costs, and profit, designed for owners, not analysts – 𝐃𝐚𝐭𝐚 𝐜𝐥𝐞𝐚𝐧𝐮𝐩 & 𝐫𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠: messy spreadsheets and exports turned into organized, recurring reports – 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧: connect your tools (Zapier, Airtable, Mailchimp) so information moves without manual work A recent example: A business owner came to me juggling his numbers across scattered spreadsheets and gut feel. I built him a Google Sheets dashboard with automated calculations and plain-language recommendations built into the sheet itself, not just charts to interpret. Years later, it's still what he runs his cleaning company on, and he uses it live on calls with his own consulting clients. His words on that build are in the testimonials below. How I work: I ask the right questions before building anything. I'd rather flag a problem in your data than quietly guess at what you meant. And I build systems you can run and adapt yourself after I'm gone — if it falls apart without me, I didn't do my job. About me: I've spent 12 years in data, analytics, and process improvement roles, building tracking systems, documenting processes, and turning messy data into reports busy decision-makers act on. I led one agency office's full analytics modernization, including building its first dashboards and training staff. My portfolio includes real builds still in daily use years later. I work in English (native) and Spanish (advanced). If your business feels disorganized, or you're making decisions without the full picture, send me a message and tell me what you're trying to fix. Happy to take a look and tell you honestly whether I can help.

I help businesses streamline operations, automate workflows, and implement CRM systems that eliminate manual work and improve efficiency. If your processes are messy, repetitive, or slowing growth, I design structured business systems that bring clarity, automation, and scalability. I specialize in CRM Automation, Workflow Automation, and Business Process Optimization using tools like HubSpot, Salesforce, Zapier, Dubsado, HoneyBook, ClickUp, Monday .com, and GoHighLevel to design structured systems that support growth and improve operational visibility. Here’s how I help: Workflow Automation & Business Process Automation I design automated workflows for onboarding, approvals, reporting, task management, and internal operations to reduce manual work and increase productivity. CRM Implementation & Optimization Full CRM setup, configuration, and automation in HubSpot, Salesforce, Dubsado, and HoneyBook, including pipelines, lifecycle stages, automations, and reporting dashboards. Operations Systems Design I build structured business systems that eliminate bottlenecks, improve team coordination, and create scalable operational processes. Process Documentation & Optimization Clear SOPs, process mapping, and performance tracking to ensure long-term efficiency and operational clarity. AI & Smart Automation Integrating automation tools and AI-driven processes to streamline reporting, communication, and workflow execution. I don’t just automate tasks, I build operational systems that scale. Clients typically reduce manual workload, improve process clarity, and gain structured visibility across their operations. If you need a Business Operations Specialist who can implement CRM systems, automate workflows, and optimize business processes, I’m ready to help you build systems that support growth instead of slowing it down.

Tired of broken processes and spreadsheets nobody actually uses? My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare — which means I understand operations at a level most freelancers don't. I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick. What I help with: — SOPs and workflow documentation — Process mapping and bottleneck analysis — Excel & Access dashboards, trackers, and databases — SWOT analysis and operational recommendations — Cross-functional coordination and client-facing reporting Whether you need a quick-turnaround dashboard or a full workflow overhaul, I work fast, communicate clearly, and deliver things that get used. I'm based in Maine but work across time zones — US, Australia, Europe, no problem. Clients describe me as a "clear communicator, committed to quality, and reliable" — and that's exactly how I work on every project. If that's what you need — let's talk.

Hardworking and Reliable Document Controller with 6+ Years of Experience I am a dedicated professional with over six years of experience in document control, consistently meeting and exceeding client expectations. I possess strong expertise in managing and organizing technical documentation, with hands-on experience using platforms such as Aconex (Oracle/Primavera), SharePoint, Outlook, Teams and Coreworx. In addition to document control, I have solid skills in data management, data entry, and investor-related tasks, ensuring accuracy, confidentiality, thorough data validation, and efficiency in every project I handle. I am also proficient in email organization and management, creating and editing fillable PDF forms, and transforming surveys into clear, professional formats. Furthermore, I bring creative support skills, including editing reels and TikTok videos using CapCut and Final Cut Pro, as well as designing publication materials (pubmats) and social media content using Canva—skills I have developed and practiced since my college years.

Experienced Visual Designer with over two decades of delivering high-quality, cost-effective designs. Specializing in infographics, vector art, maps, and editorial illustrations, I transform complex data into clear, engaging visuals that resonate with your audience. From simple icons to intricate isometric designs, my work is characterized by precision and impactful storytelling. Collaborating with leading publications has refined my skills in producing reliable and efficient results. Let’s work together to bring your vision to life!

I help logistics operators, warehouses, manufacturers, procurement teams, and other asset-heavy businesses improve performance through analytics, automation, and executive dashboards. 📊 With 12+ years 𝗺𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗹𝗮𝗿𝗴𝗲-𝘀𝗰𝗮𝗹𝗲 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 (500+ vehicle fleets, 1,400+ unit property portfolios, warehouses, and procurement across the US, Mexico, and Latin America) and 4+ years 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗱𝗮𝘁𝗮 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀. I’ve managed the operations myself, and I've built the systems that measure and improve them. ⚙️ 𝗪𝗵𝗮𝘁 𝗜 𝗗𝗲𝗹𝗶𝘃𝗲𝗿: 📈 Executive dashboards & KPI reporting (𝘗𝘰𝘸𝘦𝘳 𝘉𝘐, 𝘙 𝘚𝘩𝘪𝘯𝘺, 𝘚𝘵𝘳𝘦𝘢𝘮𝘭𝘪𝘵, 𝘗𝘺𝘵𝘩𝘰𝘯) 🔗 Automation & API integrations (𝘘𝘶𝘪𝘤𝘬𝘉𝘰𝘰𝘬𝘴, 𝘉𝘶𝘪𝘭𝘥𝘪𝘶𝘮, 𝘚𝘢𝘭𝘦𝘴𝘧𝘰𝘳𝘤𝘦, 𝘈𝘪𝘳𝘵𝘢𝘣𝘭𝘦) 🔮 Forecasting, financial modeling & predictive analytics (𝘗𝘺𝘵𝘩𝘰𝘯/𝘙) 💰 Operational performance optimization and cost analysis 𝗥𝗲𝗰𝗲𝗻𝘁 𝗥𝗲𝘀𝘂𝗹𝘁𝘀: 🏢 $3.3B affordable housing portfolio analytics dashboard 💵 QuickBooks API integration analyzing 15+ years of financial data 👥 Salesforce analytics platform for 50+ users 🏠 Automated Buildium property management workflows 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Former Fleet & Property Operations Manager 🛠️ 💬 "He has my highest recommendation" - CEO, EIG Property Management B.Sc. Electronic Systems Engineering Certifications: 𝘚𝘵𝘢𝘯𝘧𝘰𝘳𝘥 𝘔𝘢𝘤𝘩𝘪𝘯𝘦 𝘓𝘦𝘢𝘳𝘯𝘪𝘯𝘨, 𝘐𝘉𝘔 𝘋𝘢𝘵𝘢 𝘚𝘤𝘪𝘦𝘯𝘤𝘦, 𝘑𝘰𝘩𝘯𝘴 𝘏𝘰𝘱𝘬𝘪𝘯𝘴 𝘚𝘵𝘢𝘵𝘪𝘴𝘵𝘪𝘤𝘴 & 𝘔𝘓 Bilingual: (Native Spanish / Advanced English) 🌎 If your business runs on 𝘱𝘩𝘺𝘴𝘪𝘤𝘢𝘭 𝘢𝘴𝘴𝘦𝘵𝘴, 𝘧𝘭𝘦𝘦𝘵𝘴, 𝘪𝘯𝘷𝘦𝘯𝘵𝘰𝘳𝘺, 𝘰𝘳 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 and you need analytics solutions that actually drive decisions, let’s talk. 👉