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I help businesses turn raw data, spreadsheets, and manual tracking processes into clean dashboards, automated reports, and decision-making tools. I specialize in building business dashboards, spreadsheet systems, KPI reports, estimation tools, financial planning models, and custom trackers using Excel, Google Sheets, Looker Studio, and Power BI. My focus is not just creating reports that look good. I build tools that help businesses monitor performance, reduce manual work, identify trends, and make better operational decisions. I can help with: • Excel Spreadsheets and Dashboards, VBA Macros • Google Sheets dashboards, Apps Script • Looker Studio / Data Studio and Power BI reports • KPI tracking and business reporting • Spreadsheet automation and formulas • Estimation tools, pricing calculators, and quote builders • Financial planning and forecasting models • Operations trackers and performance scorecards • Healthcare, sales, operations, fitness, and other service business dashboards and reporting • Google Forms, Microsoft Forms, and Typeform setup • Form-to-dashboard workflows using Sheets, Excel, or reporting tools I can also build clean, professional forms when businesses need a better way to collect data. Forms are often the starting point, but the real value comes from turning those responses into organized spreadsheets, dashboards, and analytics that the business can actually use. If you need a reliable dashboard and analytics expert who can understand your workflow, clean your data, and build a reporting system around it, I can help.

📊 Data Analyst | Power BI | Excel Automation | Dashboard Development | Business Intelligence I am a Data Analyst with 10+ years of experience helping businesses transform raw data into actionable insights. I specialize in automating reports, building interactive dashboards, optimizing workflows, and creating data-driven solutions that improve decision-making and operational efficiency. I have worked with clients across healthcare, transportation, logistics, manufacturing, finance, and e-commerce, delivering reporting systems that save time, increase accuracy, and provide meaningful business insights. My expertise includes data cleaning, transformation, visualization, process automation, KPI tracking, and business intelligence reporting. I am highly detail-oriented, analytical, and committed to delivering reliable, high-quality results. 💼 Core Expertise ✅ Data Analysis & Reporting ✅ Dashboard Development (Power BI, Excel, Looker Studio) ✅ KPI & Performance Tracking ✅ Power Query & Data Transformation ✅ Process Automation & Workflow Optimization ✅ Business Intelligence & Data Visualization ✅ Forecasting & Trend Analysis ✅ Data Cleaning & Validation ✅ Excel VBA & Automation ✅ SharePoint, Power Apps & Power Automate ✅ Google Sheets Automation ✅ Stakeholder Reporting & Executive Dashboards ✅ Project Tracking & Operational Reporting 🛠 Technical Skills ✅ Microsoft Excel (Advanced Formulas, Pivot Tables, Power Query, Power Pivot, VBA) ✅ Power BI (DAX, Data Modeling, Interactive Dashboards) ✅ Google Sheets & Google Workspace ✅ Power Apps & Power Automate ✅ SharePoint Lists & Data Integration ✅ SQL (Data Extraction & Queries) ✅ Looker Studio ✅ Microsoft Office 365 ✅ Data Visualization & Storytelling ✅ Process Improvement & Automation 🎯 What I Can Help With • Automated Excel & Google Sheets Solutions • Power BI Dashboard Development • KPI & Performance Reporting • Data Cleaning and Transformation • Workflow Automation • Executive & Client-Facing Reports • Operational and Financial Reporting • Business Process Optimization I am currently seeking long-term and full-time opportunities where I can contribute my analytical expertise, automation skills, and business intelligence experience to help organizations make smarter, data-driven decisions.

Expert in Microsoft Excel and Google Sheets, with extensive experience in: 🔄 Workflow Automation 🛠️ Custom Solutions ➕ Advanced Formulas 📐 Complex functions 🔧 Pivot Tables 📈 Data Analysis 📊 Dashboard Setup 📂 Big Data 📜 API and Appscript 🖥️ Macros

💼 10+ years of experience in Data Analytics 🧩 5 years as a Smartsheet Subject Matter Expert (SME) ⚡ $100K+ earned on Upwork, 30+ completed projects with proven client satisfaction 🏆 Former Top Rated Freelancer (2021–2022) 🧠 Specialized in building smart, automated, and data-driven systems I help businesses streamline workflows, visualize data, and automate processes using tools like Smartsheet, Excel, Power BI, SQL, Databox, Looker Google Studio, and AI Automations, n8n zapier & Make. Let’s talk about how I can help you save time, reduce errors, and scale your operations. 🚀 WHAT I CAN HELP YOU WITH 📊 DATA ANALYTICS & DASHBOARDS Excel templates and Reporting SQL Queries for Data extraction and manipulation Dashboards (Power BI, Tableau, Databox, Looker, and Spotfire) Business Intelligence & Performance Tracking 🧩 SMARTSHEET EXPERTISE Smartsheet Architecture & Setup Forms, Gantt Charts, Calendar, and Cards Advanced Workflows & Automation Document generation and Approval Workflows Dashboards & Reporting Admin, User creation, Sharing and Access Controls Integrations and Smartsheet API Smartsheet Premium Features: Events Reporting Smartsheet Control Center Dynamic views Data Mesh Data Shuttle Pivot Security features: Data Engress SSO Domain Management Sharing Policy 🤖 AI & WORKFLOW AUTOMATION n8n & Make Automation AI-assisted Workflow Design Smart Notifications & Task Routing Cross-platform Data Sync LLMs for Productivity: Chatgpt, Gemini, & Claude ⚙️ PROCESS OPTIMIZATION Workflow Design & Process Mapping Engineering-driven Problem Solving System Efficiency Improvements Scalable Business Automation 💡 I combine engineering thinking + data analytics + automation to create systems that work smarter, not harder. Whether you need better dashboards, automated workflows, or AI-powered processes, I deliver reliable and scalable solutions. 📩 Let’s connect and discuss how I can transform your workflows into intelligent, automated systems.

Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting

Business Analyst & Reporting Specialist | Excel, Power BI, Google Sheets, Microsoft Fabric & Looker Studio Need dashboards that actually get used? I build reporting systems — not just reports. With 6+ years turning messy data into clean, decision-ready visuals, I design scalable solutions your team can maintain and trust. What I deliver: Google Sheets automation & Apps Script Advanced Excel formulas, VBA macros & pivot tables Power BI dashboards, KPI tracking & DAX measures Microsoft Fabric (data pipelines & semantic models) Looker Studio / Google Data Studio visualizations Data cleaning, transformation & validation Workflow automation with Power Automate SharePoint & Google Workspace reporting Past results: automated weekly reports that cut manual work from 4 hours to 10 minutes; built multi-source Power BI dashboards for teams of 50+; migrated Excel-based trackers to Fabric-connected models. I work clean, communicate clearly, and deliver on time. Message me and let's scope your project.