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I’m a hardworking, dedicated Excel and Google Sheets specialist with over 25 years of experience, including time at two leading financial institutions in the HR department where I built automated dashboards and reporting systems. These days, I run my own Excel/Google Sheets business, taking everything I learned in the corporate world and using it to help clients of all sizes. I love automating tasks in Excel with advanced formulas, functions, and VBA, and I’m equally comfortable in Google Sheets. A lot of my projects involve turning messy data into clean dashboards, interactive tools, and easy-to-share reports that clients can rely on every day. One thing that sets me apart is that I also use AI to complement my skills — it helps me work faster, brainstorm creative approaches, and catch things quicker. While I do not rely completely on AI to complete my work, it certainly has broadened my knowledge base and allows me to complete tasks quicker for clients and helps me with the more complex coding and automation with VBA automation and Google Sheets scripting. Clear communication is huge for me, so I keep clients updated daily and make sure projects stay on track from start to finish. My goal is simple: deliver something that not only works but feels like it was built just for you. Let’s connect and talk through what you need — I’d love to see if I’m the right fit for your project.

5 Star Upwork Freelancer. 100% Job Success. Top Rated Plus. I am currently looking for full-time or part-time work, as a virtual assistant or virtual customer service representative or related job / position. I have worked as a customer service and tech support agent for Zendrop, Medhumor Medical Publications, Tokyo Techies, Verbalicity, Philadelphia Nanny Network and many other clients. I have also worked as a virtual assistant for MRA Property Management Inc, SG Consultants, High Thrive, GTA Mortgage Pros, Big4Bio and many other clients. I have worked as an excel expert, dealing with excel data cleaning and excel spreadsheet remake projects with Oxford Properties, FCR, BKC, TANigible Accounting and other clients. Able to cleanup, standardization, and consolidation of multiple Excel spreadsheets onto one spreadsheet. Have advanced Excel sheets skills, such as using filters, formulas, data validation, and VLOOKUP/XLOOKUP. I have experience in posting blogs, posting ads, managing calendars and booking appointments, managing and answering emails, booking travel, data research, transcribing, video conferencing moderating, copywriting, proofreading, light bookkeeping/accounting, and I have done many other variety of tasks. I am extremely proficient in all Microsoft Office programs and I have used Google Suites majority of the time. Intermediate in using Excel spreadsheets. I have use a variety of CMS tools, such as, Slack, Asana, Trello, Hubspot, Norton, Monday, and different Real Estate CMS platforms. I have a college degree in Instrumentation Engineering Technology. Finished first in the class and took other additional courses. I am confident that I can be an asset to different clients that need a reliable, hard working freelancer. I can provide a more detail CV when requested.

Finance teams and operations managers cut reporting time by 70–90% after working with me through automated Excel dashboards and KPI reporting systems built for real decisions, not just pretty charts. What I build: — Interactive KPI dashboards with dynamic charts, slicers, sparklines, and drill-down conditional formatting — Fully automated reporting pipelines using Power Query for data cleaning, transformation, and live refresh — Financial P&L tracking, budget vs. actual analysis, variance reporting, and profitability dashboards — VBA macros that eliminate repetitive manual work and protect data integrity — Operational dashboards for sales performance, supply chain, inventory, and project tracking Every solution I deliver is clean, scalable, and built so your team can use it without needing a manual. Clients come to me with messy data, broken reports, and hours of manual work every week. They leave with systems that run themselves. If your spreadsheets are slowing you down, let's fix that. Message me with your challenge and I'll tell you exactly how I'd solve it.

✅ Are you looking for a⭐POWER BI DEVLOPER⭐MICROSOFT EXCEL VBA DEVELOPER ⭐DATA ANALYST ⭐ POWER APPS DEVELOPER ⭐ BUSINESS INTELLIGENCE ANALYST ⭐ INTERACTIVE DASHBOARD/REPORT BUILDER ⭐SPREADSHEET BUILDER? then look no further :). I am a Power BI and Microsoft Excel Expert with over a decade of experience working as a Data/Business Intelligence Analyst. I currently work as a Data Visualization Advisor for a top Oil and Gas company in Canada. Here are some of my specializations: ✅Create Dashboards with Excel and also using Power BI, Excel, and Tableau ✅Develop fully operational Power Apps ✅Working with Dataverse ✅ Work with Data Analysis Expressions (DAX) on Power BI ✅ Create complicated/nested Microsoft Excel Formulas or Functions ✅ Automate Microsoft Excel Tasks using VBA ✅ Log in to Microsoft Excel using Username and Password ✅ Create Simple to Complex Excel Formulas / Functions ✅ Small to Big Data Analysis (using Power Query, Power Pivot, Pivot Tables, etc.) ✅ Create Professional Dashboard reports (Charts, Graphs, Gauges, Thermometer Charts, etc.) ✅ Create a Dynamic Gantt Chart using Microsoft Excel (Small to Large project schedules) ✅ Create Pivot Tables / Pivot Charts ✅ What-if Analysis ✅ Model Development ✅ Variance Analysis ✅ Data Forecast ✅ Data Validation ✅ Mail Merge ✅ Data Manipulation What you get (Value added services): ✅ Excellent output/results ✅ Impeccable customer service ✅ Follow up / Follow on services

Are you looking for a detail-oriented professional who can transform raw data into organized, actionable insights? With 5 years of experience in data management and analysis, I help businesses maintain impeccable records while uncovering the trends that drive growth. I specialize in bridging the gap between high-volume data entry and sophisticated data visualization. Whether you need a clean database, complex spreadsheet modeling, or a dynamic dashboard to track your KPIs, I ensure your data is accurate, structured, and strategic. WHAT I HELP YOU ACHIEVE • Data Accuracy & Integrity: Meticulous entry and cleaning to ensure your records are error-free and reliable. • Advanced Reporting & Visualization: Transforming spreadsheets into intuitive dashboards using Pivot Tables, VLOOKUPs, and interactive charts. • Database Management: Organizing large datasets into structured systems that make retrieval and analysis effortless. • Trend Analysis: Identifying patterns in sales, inventory, or customer behavior to support data-driven decision-making. • Process Automation: Creating templates and workflows that reduce manual entry time and minimize human error. TOOLS & AREAS OF EXPERTISE • Data Tools: Microsoft Excel (Expert) | Google Sheets | SQL | Microsoft Fabric • Visualization: Tableau | Power BI • Data Management: Data Cleaning | CRM Entry (Salesforce, HubSpot) | Inventory Management • Analysis: Statistical Analysis | Trend Forecasting | KPI Tracking | Financial Reporting • Platforms: Google Workspace | Microsoft 365 | Slack | Asana | ClickUp WHY CLIENTS TRUST MY WORK • Precision Focused: With 5 years in the field, I understand that a single misplaced decimal can change an entire strategy. I prioritize 100% accuracy. • Analytical Mindset: I don’t just "enter" numbers; I look for what they mean, helping you spot opportunities or risks early. • Efficiency & Speed: I leverage automation and advanced formulas to handle high volumes of work without sacrificing quality. • Confidentiality: I handle sensitive business and customer information with the highest level of professional discretion. If you’re ready to turn your data into a competitive advantage, click "Invite to Job" or send me a message today. Let's make your data work for you.

Profit is a theory. Cash is a fact. Most $5M-$20M business owners are making major decisions based on gut feel and bank balance anxiety. That is not a cash flow problem. That is an infrastructure problem. I build the infrastructure that fixes it. I am a financial systems architect who also builds AI automation. I find the financial problem first, then engineer the system that solves it. While doing financial work for a home services company, I noticed their after-hours close rate had dropped from 40% to 25%. With a $6,500 average job, that was a measurable revenue leak. I built an AI voice agent that restored their close rate above 40% of human callers. It paid for itself within 2 to 3 bookings. That is the lens I bring to every engagement: CFO-level diagnosis, then an automated fix. WHO I WORK WITH Service, construction, and home services companies in the $5M-$20M range. Too complex for basic bookkeeping. Not structured enough for predictable growth. Revenue is there. Visibility is not. FINANCIAL ARCHITECTURE 13-Week Cash Flow Forecasting pulling live from QuickBooks Online Scenario modeling for hiring, pricing, and expansion decisions Unit economics and margin diagnostics by job, client, or service line KPI reporting tied directly to bottom-line profitability AI SYSTEMS & AUTOMATION AI voice agents (Retell AI + Claude + Twilio) for after-hours lead capture and booking Automated financial pipelines connecting QBO, CRM, and field service platforms AI-powered overhead analysis integrated into your team's existing tools Automated weekly reports from multiple sources — zero manual compilation Stack: Retell AI, n8n, Zapier, Make, OpenAI, Claude, AppScript, Looker Studio, Power BI, QBO CASE STUDY: Electrical Contractor ($14M Revenue) QuickBooks was showing losses. Leadership was considering cuts. The problem was not profitability it was how job costs and revenue were being recognized across long-cycle projects. I built a custom reconciliation report that revealed the business was actually profitable. Then I deployed AI-powered overhead analysis and automated weekly reporting pulling from multiple data sources. A $14M company that thought it was failing discovered it was not. CASE STUDY: Home Services - AI Voice Agent After-hours leads were closing at 25% vs. the sales team's 40%. Average job size: $6,500. I built an AI voice agent on Retell AI integrated with the company's field service platform via Make. Close rate returned above 40%. Full ROI within 2 to 3 bookings. Zero additional headcount. HOW WE START Every engagement begins with a Financial Systems Diagnostic: a forensic review of your P&L, balance sheet, AR/AP aging, and cash position. You receive a written findings report and a 90-day roadmap with each initiative tied to a specific financial outcome. You know exactly what you are getting before committing to anything ongoing. Ongoing retainers are project-anchored with direct phone and email access. You are not buying hours. You are buying defined outcomes. BBA in Finance and Accounting. 5-10 years across home services, electrical contracting, construction, medical facilities, and startups. I build systems. I do not write reports that sit in folders. If your business is making real money but cash still feels tight and decisions are still based on what the bank balance says this morning, let's talk.