Hire the Best Excel Experts in Massachusetts

I'm Brandon, a top-rated data analyst and Excel expert, helping small businesses manage their data effectively to optimize their operations. I have over 20 years of experience. How I Can Help You: If you need assistance with anything Microsoft Excel-related, you've found your person!! With over 20 years of Excel experience, my skills include (but are not limited to): - Excel Scripting, Macros, VBA - Process Automation - Advanced & Complex Formula Creation - VLOOKUP, HLOOKUP, XLOOKUP - Advanced Conditional Formatting - Pivot Tables - Dashboard Creation - Data Manipulation - Data Extraction, Transformation, and Loading - Financial Statements (Income Statement, Balance Sheet, Cash Flow) Modeling & Creation Working With Me: Specializing means that I have an intimate understanding of your needs, operations, and priorities, which translates into efficient and effective processes. This allows you to get back to growing your business while I focus on your day-to-day activities. I communicate effectively and regularly; you'll always know what's happening with your project. About Me: I've spent the first 15 years working as a professional Accountant & Financial Analyst, mainly for a Fortune 100 company. Given my business background and technological skill sets, I am uniquely positioned to help you. I have a bachelor's degree in Accounting and a second bachelor's degree in Computer Science. "Working with Brandon has been a blast! He is a true professional. For our project he provided outstanding communication, meet all deadlines, and produced a great product. He took our vision and turned it into something that functions better than hoped. Can't wait to work with again." - Jason A. "I hired Brandon to create a VB script to auto manipulate a text file that would be repetitively used within our automation system. Brandon was very responsive, even through a hurricane that came through his town and knocked out power. What Brandon did not know he was able to confront and learn very quickly in order to meet the needs of the project. I would highly recommend Brandon, and hope to work with him in the near future." - Bryan S.

I have 10+ years of experience in creating functional and visually appealing vba excel workbooks and dashboards. However, my excel knowledge is only half the package. I strive to not only deliver the finished project but ensure complete customer satisfaction. I am organized, accurate, reliable, and detailed orientated. You will walk away from the project content with both the work that was completed and my work ethic. What distinguishes me from others in my field? I have a wide range of experience in creating workbooks for different fields such as purchasing, engineering, planning, human resources, and finance. I am not confined to a box and mix and merge my experiences to successfully complete my projects. I look forward to not only doing a job right, but surpassing all expectations.

Hello, My name is Jim, and I have a professional background that includes passing all sections of the CPA & CFE exam on my first attempt. At my first job out of college, I worked as a Staff Accountant for a small SaaS company, in which I played a vital role in the accounting department operations. I created multiple spreadsheets that the company relied on to budget and forecasted out three years at a time. I was considered the go-to guy at the company for Excel. We ultimately sold the company for an expensive premium, which was an amazing experience to go through. I now work at a large, complex, international firm that has a market cap of about $11B USD. I am consistently working on different Excel spreadsheets, which I focus on automating and streamlining as much as possible to avoid human errors. I am a huge believer in standard work, and removing the need for humans to do manual work in Excel whenever possible. I complete UpWork projects when I'm not at my FT job to help support my growing family. I am an extremely hard worker, and will work to ensure I meet your project goals. I believe the feedback from my UpWork clients supports this. I am willing to work, make edits to ensure I earn 5 Star rating from you. I live in Tewksbury, Massachusetts (about 30 minutes north of Boston), with my wife and my two sons (born in June 2018 and March of 2021). I enjoy running and following my local sports teams, especially the Boston Bruins. If you have any questions about me, please do not hesitate to reach out to me. Thanks. Best, Jim Rice, CPA, CFE, MSA, Public Notary

💥 Expert in dashboard & report design. | I build tools that people love! 💥 ➡️ Does calculating key metrics and KPIs take up way too much time? ➡️ Are you struggling with clunky, inflexible dashboards and reports? ➡️ Are out-of-the-box data tools and templates not quite cutting it? ➡️ Do you want to be able to tell a more compelling story with your data? I can help! For more than 10 years, I have been building data tools that are accurate, flexible and amazingly easy to use. I have successfully built dozens of dashboard, reports, surveys, forms and other data tools. I get genuinely excited about helping organizations tap into the power of their data. Tell me your business goals and I will build a tool that helps you get there! Not sure if I am the right fit? Reach out and let me know about your goals. Let’s talk about your data! ⭐ WHAT MAKES ME DIFFERENT? ⭐ Lots of people are good with data. What makes me stand out is that I also have 10 years of experience managing operations teams at mission-driven organizations. For 4 years I managed one of the largest independent car-sharing operations in the country. When we couldn’t find data tools that met our unique needs, I built our reporting infrastructure and data strategy from the ground up. I know first-hand that business leaders are incredibly busy and need tools that are easy, clear and effective. If you hire me, I will learn as much as I can about your goals and priorities. Then, I will build a solution that looks amazing and gives you exactly the information you need. I won’t stop until you are overjoyed with the outcome! ⭐ MY BACKGROUND AND SKILLS ⭐ I managed high-performing operations and customer experience teams at growing technology companies for 10 years. I have been a full-time data analyst and consultant since early 2021. I am also a trained teacher, certified Power BI data analyst and Excel expert. I combine all these skills to create a client experience that is collaborative, supportive and empowering. Some of the my areas of expertise include: ✅ Data cleaning and analysis ✅ Survey design and analysis ✅ Power BI, including DAX ✅ Looker Studio (formerly Google Data Studio) ✅ Excel, including advanced formulas and functions ✅ Google Sheets, including advanced formulas, queries and imports. ✅ SQL ✅ Python (working knowledge) ✅ Google App Scripts (working knowledge) ⭐ EXAMPLES OF RECENT PROJECTS ⭐ I am a problem-solver by nature, and I love tackling all kinds of data and technology questions. Here is a sample of my recent work: ✅ Site selection tracker with interactive map. Versions of this tracker are already being used in one West Coast market and two Midwest markets with more to come! Tools used: Google Sheets, Looker Studio. ✅ Network of linked KPI dashboards. Master DB tracks performance KPIs across 7 markets. Four linked DBs display market-specific data to local staff and partners. Tools used: Google Sheets. ✅ Call Center KPI dashboard with live links to transaction, member and customer support data. Tools used: Power BI, Power Query, Google Sheets, Excel. ✅ Outreach survey implementation & data analysis. Includes offering the survey in multiple languages and syncing responses to opt-in email database. Tools used: Zoho forms, Bigin CRM. ✅ Infographic highlighting BlueLA program impact. Now live on the LADOT website. Thank you for considering me for your project. I would love to support your organization! Feel free to contact me if you have any questions or would like to see more examples of my work. ❤️ Megan