⚡ Power BI & Excel Dashboard Expert | Turning Messy Data Into Decisions You Can Trust
Most businesses don't have a data problem — they have a visibility problem. The numbers are there, but they're scattered across spreadsheets, locked in systems that don't talk to each other, or buried in reports that take half a day to build. That's what I fix.
I'm a Power BI and Excel specialist with five years of experience and 200+ completed projects, helping teams replace manual spreadsheets with automated, real-time reporting that drives faster, smarter decisions. As a Top Rated Plus freelancer with a 100% Job Success Score and a perfect track record — no 1- or 2-star reviews, ever — I deliver work that's reliable, well-documented, and built to last.
🚀 What I Deliver
Power BI Dashboards & Data Models – Custom visuals, dynamic DAX measures, and executive-level reporting tailored to your business goals.
Automated Data Pipelines – Connect APIs, Excel, SQL, and cloud sources to streamline data refresh and eliminate repetitive manual work.
Excel & VBA Tools – Advanced formulas, macros, and calculators that simplify data management and reduce errors.
Performance & Market Insights – Deep analysis across finance, construction, retail, e-commerce, and more, turning trends into clear strategies.
🧠 Core Expertise
✅ Power BI Visualizations & DAX
✅ SQL Server & API Integration
✅ Advanced Excel Formulas & Dashboards
✅ Looker Studio (Data Blending & Calculated Fields)
✅ Google Sheets & Cloud Data Automation
✅ Power Query & ETL Pipelines
✅ Power Automate & Power Apps
✅ Airtable
✅ Zapier
🏆 Featured Work
Built a 9-page institutional finance dashboard tracking $27B+ in capital across 47 countries, with bridge-table data modeling and a fully branded design system.
Developed branded Power BI reporting for construction firms, connecting live SharePoint data with automated budget vs. actual comparisons.
Created customer success analytics tracking agent performance, refund rates, and CSAT for support teams.
Connected live Shopify data to Power BI for e-commerce RFM segmentation and repeat-purchase analysis.
Built Google Sheets automation systems that replaced multi-day reporting cycles with a single refresh.
🎯 Why Work With Me
I bridge technical precision with business understanding — delivering dashboards that not only look great but actually drive decisions. I ask the right questions before building, document everything so your team can maintain it after I'm gone, and stay in communication from start to finish.
If your reporting isn't working — or you're not even sure what's possible — send me a message. I respond within a few hours and I'm always happy to talk through the right approach first.
Microsoft Excel
Data Analysis
Excel Formula
Microsoft Power Automate
AI Development
Microsoft SQL Server
Microsoft Power BI
Microsoft Power BI Data Visualization
Microsoft Power BI Development
Business Intelligence
Data Visualization
ETL
Excel Macros
Sherri-Ann Alecia W.
Nyack, New York
$40/hr
4.9
217 jobs
As a Market Research Analyst with 10+ years of experience, I specialize in delivering actionable insights that drive business success. My background combines in-depth market analysis with hands-on customer support expertise, enabling me to translate data into strategies that enhance customer experience, satisfaction, and loyalty. I have extensive experience in client-facing roles, including onboarding new clients, coordinating service and product delivery, and managing escalations to ensure a seamless customer journey
Check out my profile to learn more about my work and how I can help you.
📌 MARKET RESEARCH COMES FIRST
If you're planning to launch a new product or service, expand into new markets, improve your offerings, or explore new business opportunities, it's crucial to conduct comprehensive market research before making any strategic decisions. That's where I come in - I can provide the market information and high-level analysis you need to make informed business decisions.
📌 MARKET FOCUS
Whilst I have worked on projects in various industries and verticals, below are some of the key areas that I command industry research knowledge:
🔹SaaS
🔹Cannabis industry
🔹Circular Economy
🔹Synthetic and natural cosmetics industry
🔹Construction - timber, concrete, fixtures & fittings
🔹Education
🔹Corporate Social Responsibility and Sustainability
🔹Medical Supplies and Equipment
🔹Influencer research (YouTube, Instagram, Facebook etc.)
🔹Real Estate
🔹Psychometrics
🔹Investor research
🔹Industrial psychology
🔹Healthcare research
🔹Electric vehicle
🔹Furniture
🔹Retail
I also specialize in moderating IDIs and Focus Groups.
Competitive Analysis
Market Analysis
Data Analysis
Industry Research
Industry Knowledge
Company Research
Research & Strategy
Administrative Support
Customer Feedback Documentation
Leadership Skills
Email Support
Quality Assurance
Alison W.
New York City, New York
$85/hr
4.9
65 jobs
Market/User researcher with 7+ years of experience; developing surveys, conducting 1:1 in-depth interviews, analyzing survey insights, and providing strategic recommendations.
Whether you seek insights into your customer base, competitive analysis, or require in-depth research to support product launches, market entries, or venture assessments, I'm well-equipped to provide the necessary support and expertise.
Survey Design
From question strategy to structure, I specialize in designing surveys that deliver high-quality, decision-useful data. I tailor surveys to your business goals, ensuring you ask the right questions in the right way—whether for customer feedback, product testing, or market validation.
Qualitative Research
I work with clients to develop in-depth, qualitative research for competitive intelligence interviews, where I recruit and speak with market experts to uncover exclusive insights into competitors and industry trends.
Quantitative Research
I conduct consumer interviews and online surveys to analyze honest customer opinions. Using verified respondent panels, I extract deep insights into customer behaviors, pain points, and motivations, resulting in data-driven, actionable reports.
Desktop Research & Database Analysis
I perform rigorous secondary research using trusted databases, industry reports, and open-source intelligence. From building market landscapes to analyzing financial benchmarks or policy changes, I deliver clear, well-sourced findings tailored to your project.
Competitor Research
Whether you're evaluating the competitive landscape or mapping a new product launch, I help you identify and research companies in niche sectors. I use a mix of tools, databases, and manual research to build profiles and insights that match your strategic goals.
TAM/SAM/SOM Market Sizing
I regularly perform Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM) analysis. My sizing models are based on both top-down and bottom-up methods, providing realistic estimates for pitch decks and business planning.
Research & Strategy
Market Analysis
Qualitative Research
Survey Design
Market Research
Data Analysis
Customer Experience Research
Brand Research
Quantitative Research
Survey Data Analysis
Company Research
Survey Question Writing
Product Research
Survey
Business Management
Jaime H.
Glen Head, New York
$120/hr
5.0
726 jobs
Building a brand is my specialty. I'm a skilled copywriter and content strategist with nearly 20 years of experience. Clients include Adobe, Indeed, Glassdoor, Johnson & Johnson, Amex, NPR, Automattic, P&G, Twitter & Nestle.
**EXPERT VETTED BY UPWORK**
Top 1% of copywriters and marketers
Top 10 Upwork Writers in NY
Featured Speaker at Upwork’s Work Without Limits Summit 2020
I am a highly experienced, highly motivated content/marketing writer and branding/brand development professional with more than 20 years of experience in the media industry.
I have worked at some of the largest magazine/media companies in the U.S., including Better Homes & Gardens, Women's Wear Daily (WWD), Every Day with Rachael Ray, Time Out New York, The Week, Home and many more. In my multi-faceted role, I performed a variety of tasks from developing powerhouse brand identities and go-to-market strategies as well as integrated marketing initiatives for leading companies/brands, spanning copy writing, digital content creation, social media outreach, email marketing, direct response and more.
As a freelancer I have developed content and brand strategy for some of the leading Fortune 500 companies in the world, as well as a host of innovative brands and high velocity startups. Much of my work has been published on major global outlets including Harvard Business Review, WSJ.com, Entrepreneur, MarketingProfs, SocialMedia Times and Forbes.
In addition to my professional experience, I have an MBA in Marketing & Media Mgmt/Communication and an MS in Consumer Behavior. Through this coursework I gained valuable exposure across all aspects of business administration, and further honed my capabilities within these essential categories.
I look forward to bringing my insights and expertise to your content development project!
Ebook Writing
Copywriting
Blog Writing
Newsletter Writing
Email Marketing
Brand Consulting
Writing
Corporate Brand Identity
Business Proposal Writing
Brand Marketing
Saad J.
West Hempstead, New York
$65/hr
4.9
92 jobs
✨Experienced Senior API Integration Specialist with a DECADE of Expertise Building Scalable Solutions ✨
⭐⭐⭐⭐⭐ 5-Star rating and 100% Client Satisfaction. Available for ❗ FREE 15 MINUTE CONSULTATION❗ ✅API Integration ✅Payment Gateway Integration ✅Open AI API Integration ✅ERP Integration ✅Chatbot Integration ✅ Microservices Integration ✅Marketing Integration ✅Healthcare Integration ✅ Financial Integration ✅Middleware Integration ✅CRM Integration ✅Social Media Integration ✅ Database Integration ✅ E-commerce Integration
I'm passionate about helping businesses like yours thrive by seamlessly connecting your software systems and services through API integrations. With years of experience under my belt, I've honed my skills as a problem-solver and a tech enthusiast, specializing in making your workflows more efficient and your operations smoother than ever before.
As your API integration specialist, I bring a wealth of expertise in a wide range of integrations. From payment processing to e-commerce, CRM to marketing automation, and everything in between, I've got you covered.
💼 Need to integrate your e-commerce platform with a payment gateway for frictionless transactions? Consider it done.
📊 Want to sync your CRM system with your email marketing platform to gain deeper insights into your customer base? I've got just the solution.
But it's not just about connecting the dots—it's about delivering real value to your business. That's why I take the time to truly understand your unique needs and objectives, ensuring that each integration is tailor-made to seamlessly fit into your existing workflows. Whether it's streamlining operations, improving data accuracy, or enhancing the overall customer experience, I'm dedicated to delivering results that make a tangible difference.
So why should you hire me? Here's why:
➤ 🌟 Why Choose Me?
✅ Client Satisfaction: Committed to exceeding client expectations by delivering high-quality, scalable, and user-friendly solutions.
✅ Proven Track Record: Successfully delivered a diverse range of projects, from small-scale applications to enterprise-level systems.
✅ Effective Communication: Strong communication skills ensure clarity in project requirements and smooth collaboration with team members and clients.
Ready to take your business to the next level with seamless API integrations? Let's chat! I'm excited to learn more about your project and how I can help you succeed. 🌟
Laravel
Django
Python
Python Script
PHP
Back-End Development
Web Application
Web Development
React
Vue.js
Front-End Development
WordPress
OpenAI Inc.
QuickBooks Online API
Data Visualization
Darsei C.
New York City, New York
$155/hr
5.0
222 jobs
OVERVIEW:
I am an Expert-Vetted Market Intelligence & Data Analytics Consultant renowned for collaborations with some of the world's most prestigious companies. My expertise in providing data and analysis supports evidence-based strategic decisions, catering to a diverse clientele from disruptive startups to Fortune 100 corporations.
As a dynamic entrepreneur and investor, I am committed to advancing my clients' growth through innovative research, thorough analysis, and detailed reporting. I'm super passionate about generating deep insights from complex data & presenting them in a way that strategically supports decision-makers. A testament to my service quality is that approximately 50% of my Upwork history involves rehires. I have maintained the Top-Rated Badge since March 2015 and the Expert-Vetted (top 1%) badge since September 2020.
SERVICES:
As an expert in finding, cleaning, analyzing, and presenting business-related data, my services include:
✅ Market Research and Intelligence: Industry Analysis, Competitive Intelligence, Company Research.
✅ Data Analytics and Visualization: Data Analysis, Survey Design & Analysis, Data Reports & Dashboards
✅ Strategic Business Consulting and Market Positioning
✅ Product Development and Innovation Strategy
✅ Investment Due Diligence and Analysis
INDUSTRY-LEADING DATABASE ACCESS:
I have paid access to prominent databases such as IBISWorld, LexisNexis, Gartner, Nielsen, Hoovers, Passport Euromonitor, Mintel, Capital IQ, Forrester, eMarketer, Dun & Bradstreet, MarketResearch, Frost & Sullivan, Statista, & more!
SOFTWARE SKILLS:
Excel, Tableau, R, Python, Power BI, Salesforce, NetSuite, SQL, Qualtrics, SurveyMonkey, ParseHub
SUCCESS STORIES:
I have helped firms and organizations achieve growths in tens of millions of dollars by developing products for startups, expand market presence, enhance user engagement, and achieving novel insights in academia. For project highlights, please review my Upwork Portfolio, in which I have listed 16 case studies. Those demonstrate that I've helped clients across various industries launch and scale high-impact products, generating tens of millions in revenue.
PROJECT MINIMUMS:
As I get a lot of invitations to apply for new projects, please note that I have a minimum project size requirement of $7,250 to accept new clients.
Also, note that my rates will vary significantly based on the size of the project. For a detailed breakdown of my consulting fees, please feel free to inquire, and I will provide a comprehensive rate document.
--------------------------------------------------------------------------------------------------------------
Specialty Keywords:
Market size, Market share, Competition Analysis, Research Analyst, Market Analyst, Market Researcher, Financial Data, Collect Data, lead generation, Data Gathering, Create a List, Email Address, NAICS, SIC, List of People, Statistics, Analytics, Pivot, Tables, Survey Analysis, Data Scientist, Analyze Data, Churn, Mergent, First Research, DNB, D&D, IHS, Consumer Reports, , Thomson One, Bing, perplexity, GPT, openAI, capterra, G2, cluster analysis, k-means, kmeans, LLM, ChatGPT, 5.3, GPT, OpenAI API, Claude, Anthropic, Gemini, Llama, open source, openclaw, Prompt Engineering, Fine-Tuning, RAG, LangChain, Large Language Models, Generative AI, sentiment analysis, GTM, scraping, geospatial, cohorts, predictive, territory optimization, share of wallet, due diligence, census, usaspending, BLS, BEA, govwin, govspend, bloomberg, LSEG, deltek, Pitchbook, frontier analysis, van westendorp, UCITS, CRM, Agentic AI
Industry experience Keywords:
AI, architecture, bakery, bathhouse, betting, blockchain, café, CBD, civil engineering, closed captioning, cloud, computational chemistry, construction, consulting, consumer goods, CPG, data privacy, dating, dental, e-commerce, event management, file sharing, finance, fintech, fitness, fresh produce, fundraising, gambling, gloves, gym, healthcare, HR, hvac, industrial rental, insurance, investing, IoT, machine learning, marketplace, medical equipment, molecular dynamics, multichannel marketing, oil & gas, OKR, private equity, psychedelics, real estate, recruitment, restaurant, robotic process automation, RPA, SaaS, software, solar, spa, sports equipment, staffing, structural health monitoring, technology, training, translations, watches and jewelry, wealth management, wearable, wellness., sustainability, carbon, nonprofit, web3, crypto, loyalty, retail, wholesale, museum, behavior, mental, art, elearning, media, augmented reality, medical carts, farming, text to speech,, renewable, cybersecurity, medical device, ecosystem, elections, voting, artificial intelligence, philantropy, govtech, HCM, government procurement , HR tech, climate tech, beauty, hospitality, SLED
Market Analysis
Competitive Analysis
Market Segmentation Research
Tableau
Data Analysis
Market Research
Data Collection
Analytics
Lead Generation
Data Mining
Statistics
Business Intelligence
Data Science
Microsoft Excel
Data Visualization
How it works
Post a job for freePost a job
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
KD
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
DM
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
KK
Katja Krohn
Summa Linguae
How do I hire a Customer Research & Insights Freelancer in New York on Upwork?
You can hire a Customer Research & Insights Freelancer in New York on Upwork in four simple steps:
Create a job post tailored to your Customer Research & Insights Freelancer project scope. We'll walk you through the process step by step.
Browse top Customer Research & Insights Freelancer talent on Upwork and invite them to your project.
Once the proposals start flowing in, create a shortlist of top Customer Research & Insights Freelancer profiles and interview.
Hire the right Customer Research & Insights Freelancer for your project from Upwork, the world's largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Customer Research & Insights Freelancer?
Rates charged by Customer Research & Insights Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Customer Research & Insights Freelancer in New York on Upwork?
As the world's work marketplace, we connect highly-skilled freelance Customer Research & Insights Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Customer Research & Insights Freelancer team you need to succeed.
Can I hire a Customer Research & Insights Freelancer in New York within 24 hours on Upwork?
Depending on availability and the quality of your job post, it's entirely possible to sign up for Upwork and receive Customer Research & Insights Freelancer proposals within 24 hours of posting a job description.
Find more freelancers
Nearby cities for Customer Research & Insights Freelancers