Hire the Best Spreadsheets Experts in Utah

I build data solutions that scale with your business. Give me 15 minutes with your data and I will provide a comprehensive breakdown of what you need. Services I offer include: - Google Looker Studio Dashboards - Google Sheets and Microsoft Excel Automation - Data Visualization - Spreadsheet Optimization and Formula Fixes - Business Intelligence Solutions - KPI & Executive Reporting - Financial Statements and Bookkeeping - Custom Reporting Systems - API Data Integration Let's discuss your project. **Keywords** Google Sheets, Google Spreadsheet, Spreadsheet, Spreadsheet Expert, Spreadsheet Automation, Spreadsheet Design, Spreadsheet Development, Spreadsheet Consultant, Spreadsheet Solutions, Spreadsheet Templates, Spreadsheet Modeling, Spreadsheet Optimization, Custom Spreadsheet, Custom Spreadsheet Design, Google Workspace, Google Apps Script, Apps Script, Google Forms Integration, Formula Development, Advanced Formulas, ArrayFormula, QUERY Function, FILTER Function, XLOOKUP, INDEX MATCH, VLOOKUP, Pivot Tables, Conditional Formatting, Named Ranges, Dynamic Dashboards, Financial Models, Budget Templates, KPI Trackers, Inventory Management, CRM Spreadsheet, Project Tracker, Expense Tracker, Automated Reports, Google Looker Studio, Looker Studio, Data Studio, Google Data Studio, Dashboard Design, Interactive Dashboards, Executive Dashboards, KPI Dashboards, Business Dashboards, Sales Dashboards, Marketing Dashboards, Financial Dashboards, Operations Dashboards, Performance Dashboards, Real-Time Reporting, Custom Reports, Data Visualization, Data Analytics, Business Intelligence, BI Reporting, Executive Reporting, Dashboard Automation, Connected Reports, KPI Reporting, Monthly Reports, Weekly Reports, Executive Reports, Automated Reports, Reporting Automation, Business Reporting, Management Reporting, Visual Reporting, Operational Reporting, Financial Reporting, Marketing Reporting, Sales Reporting, Data Visualization, Interactive Charts, Executive Charts, KPI Visualization, Business Metrics, Performance Metrics, Data Storytelling, Scorecards, Trend Analysis, Business Analytics, Analytics Dashboard, Decision Support, Google Analytics 4, GA4, Google Ads, Facebook Ads, Meta Ads, LinkedIn Ads, HubSpot, Salesforce, Shopify, Stripe, QuickBooks, Airtable, BigQuery, MySQL, SQL, CSV, Excel, Google Drive, Google Forms, Google Calendar, Google Search Console, Microsoft Excel, Excel Dashboard, Excel Automation, Excel Formulas, Excel Reporting, Excel Templates, Excel VBA, Financial Models, Power Query, Pivot Tables, Data Cleaning, Workflow Automation, Business Automation, Reporting Automation, Google Apps Script, API Integration, Zapier, Scheduled Reports, Automated Dashboards, Process Automation, Workflow Optimization, Business Intelligence, BI, Analytics, Data Analysis, Data Modeling, Data Cleaning, KPI Development, Performance Analysis, Revenue Analysis, Sales Analytics, Marketing Analytics, Operations Analytics, Executive Analytics, Trend Analysis, Forecasting, Executive Dashboard, CEO Dashboard, Small Business, Startup, SaaS, Ecommerce, Marketing Agency, Operations, Finance, Sales, Marketing, Customer Success, HR Dashboard, Inventory Dashboard, Business Consultant, Dashboard Consultant, Reporting Consultant, Analytics Consultant, Spreadsheet Consultant, Data Consultant, Business Process Improvement, Process Optimization, Workflow Design, KPI Strategy

I'm a Director-level Operations leader with 10+ years of experience building the systems, dashboards, and workflows that make businesses run better. My background includes leading operations across multiple departments at a high-growth renewable energy company, where I drove $3.2M in revenue growth, saved $244K in operational costs, and improved SLA compliance by up to 50% — all through better processes, automation, and reporting infrastructure. I now bring that same operational thinking to consulting clients who need more than a spreadsheet — they need a system that actually scales. I specialize in: Google Sheets & Excel dashboards and KPI reporting systems Workflow automation using Apps Script CRM builds and Salesforce reporting Operational process design and SOP development Business intelligence dashboards in Looker Studio What sets me apart is that I don't just build tools — I build them the way an operator would. Every system I deliver is designed for real-world use, easy to maintain, and tied to outcomes that matter to leadership. If you need clean, scalable operational infrastructure built by someone who has actually run the operations, let's talk.

𝗦𝗮𝘃𝗲 𝘁𝗶𝗺𝗲, 𝗿𝗲𝗱𝘂𝗰𝗲 𝗺𝗮𝗻𝘂𝗮𝗹 𝘄𝗼𝗿𝗸, 𝗮𝗻𝗱 𝘁𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝘀𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁𝘀 𝗶𝗻𝘁𝗼 𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝘀𝘆𝘀𝘁𝗲𝗺𝘀. ⚙️ Give me a spreadsheet, report, tracker, or business process that is taking too much time, and I’ll help turn it into a streamlined system that works accurately and reliably. 📹 Send me an invitation or message, and I’ll be happy to create a personalized video explaining how I would approach your project and where automation could help most. ❝ This was the most pleasant experience I have ever had on Upwork after 5+ years. Zachary is very knowledgeable and his customer service is exceptional! ❞ — Destiny, Upwork Client 𝗛𝗼𝘄 𝗜 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 I build practical Google Sheets, Excel, dashboard, and workflow automation solutions for businesses that want to spend less time on repetitive administrative work. My solutions can help you: ✅ Eliminate repetitive data entry ✅ Automate emails, reports, PDFs, and document creation ✅ Connect spreadsheets with other business applications ✅ Organize scattered data into one reliable system ✅ Create dashboards that make important information easier to understand ✅ Reduce errors caused by manual copying and updating ✅ Build workflows that are easier for your team to use and maintain Instead of forcing your business into a generic template, I create solutions around how your team actually works. 𝗖𝗼𝗺𝗺𝗼𝗻 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗜 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 ☑️ Google Sheets automation and custom spreadsheet systems ☑️ Google Apps Script development, troubleshooting, and optimization ☑️ Excel formulas, reporting tools, trackers, and dashboards ☑️ Automated email reminders and notifications ☑️ PDF and Google Docs generation from spreadsheet data ☑️ Gmail and Google Drive file-processing automations ☑️ CSV imports, data cleanup, matching, and duplicate prevention ☑️ Google Forms and form-submission workflows ☑️ Google Calendar event creation and synchronization ☑️ Looker Studio dashboards and automated reporting ☑️ AppSheet applications for mobile data collection ☑️ n8n, Makecom, and Zapier workflow automation ☑️ API, webhook, OpenAI, and AI-powered workflow integrations 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗲𝘅𝗽𝗲𝗰𝘁 𝘄𝗵𝗲𝗻 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗺𝗲 🔸 Clear and responsive communication 🔸 Careful attention to your business requirements 🔸 Organized, maintainable systems—not temporary workarounds 🔸 Thorough testing before delivery 🔸 Documentation or a walkthrough so you understand the solution 🔸 A solution-focused approach when unexpected challenges arise My goal is not simply to complete a list of technical tasks. It is to create a system that genuinely saves your team time, improves accuracy, and makes your day-to-day operations easier. 𝗧𝘆𝗽𝗶𝗰𝗮𝗹 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 ⏱ Less time spent updating spreadsheets manually 📊 Faster and more consistent reporting 🎯 Better visibility into business operations ✅ Fewer mistakes and missed follow-ups ⚙️ Reliable processes that continue working after the project is complete Have a spreadsheet or workflow that has become too manual, complicated, or time-consuming? Invite me to your Upwork job, and let’s discuss how I can turn it into a clear, reliable automation system. 🔧 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 Google Sheets | Google Apps Script | Spreadsheet Automation | Excel | Workflow Automation | Business Process Automation | n8n | Makecom | Zapier | Dashboard Development | Looker Studio | AppSheet | Reporting Automation | PDF Generation | Gmail Automation | Google Drive Automation | Google Forms | Data Processing | Data Cleanup | CSV Imports | API Integration | Webhooks | OpenAI Integration | AI Automation

Accounting & Operations Professional | Government Accounting, Audit, Compliance & Administrative Support I am an accounting professional with a Bachelor's degree in Accounting and experience in government accounting, auditing, regulatory complaint resolution, claims management, and team leadership. I currently work as an Accountant for the State of Utah under the Office of the State Auditor, where I support financial accountability, compliance, and public-sector financial operations. My professional background includes experience in both government and private-sector environments, giving me a strong foundation in financial analysis, problem-solving, compliance, and process improvement. My experience includes: Government accounting Financial reconciliations Audit support and compliance reviews Financial reporting Data analysis and reporting Regulatory complaint investigations Claims processing and resolution Process improvement Administrative support Microsoft Excel and spreadsheet management Team leadership and employee development I have also worked in auditing, claims, regulatory complaint resolution, and management roles, developing strong analytical and communication skills while working with diverse teams and stakeholders. I am highly detail-oriented, organized, and committed to delivering accurate, timely results. Whether you need assistance with bookkeeping, reconciliations, audit preparation, reporting, data cleanup, administrative projects, or business process support, I bring professionalism, reliability, and a strong work ethic to every project. I pride myself on being responsive, dependable, and easy to work with. My goal is to help clients solve problems, improve efficiency, and achieve their business objectives through accurate and high-quality work. Core Skills Accounting Government Accounting Auditing Financial Reporting Compliance Bookkeeping Regulatory Complaints Claims Management Microsoft Excel Data Analysis Reconciliations Administrative Support Process Improvement Team Leadership

Financial analyst with experience in the resort, healthcare, and investment industries. Graduate from the university of Utah with a masters of finance, with an undergraduate degree from St. Joseph’s college of Maine in finance and accounting. I am efficient with excel, often using pivot tables, vlookups, sum ifs, if/then, and more. I work daily with income statements, general ledgers, balance sheets, and invoices. Responsible for creating projections and budgets. Previously worked in the investment industry with my SIE, Series 7, and Series 66 licenses.

If your team is spending hours on tasks that should take minutes, that's not a people problem — it's a systems problem. I build the automations that fix it. I'm a PMP-certified Technical Project Manager with 10+ years of experience helping businesses eliminate manual work, streamline operations, and integrate AI into how they actually work. I operate across both Microsoft 365 and Google Workspace, so wherever your business runs, I can build in it. What I work on: Power Automate flows, Copilot Studio AI agents, and SharePoint integrations. AI agents that pull from emails, meeting notes, and project files to deliver real-time intelligence on demand. Google Sheets and Apps Script automation, Forms-to-calendar workflows, and reporting dashboards. End-to-end project ownership from discovery and scoping through build and delivery. Recent project outcomes: Built an AI agent for regional CTOs that delivers on-demand project briefings from Teams and SharePoint, eliminating hours of status calls per week. Automated an invoice routing system that intercepts outgoing emails and swaps payment links by recipient domain, saving a legal team hours of weekly bank reconciliation. Replaced 50 manual weekly emails with a fully automated contractor scheduling pipeline including forms, confirmations, and a color-coded availability calendar. Built a ClickUp and Google Sheets workflow integration that replaced a paper-based process with automated handoffs and live status tracking, saving hundreds of hours annually. What makes me different from most automation freelancers: I'm a Technical PM first. I scope the problem before I touch a tool, align on outcomes before writing logic, and deliver something that works in the real world, not just in a demo. PMP Certified | Scrum Certified | Power Automate | Copilot Studio | Google Apps Script | AI Integration If manual processes are eating your team's time, let's talk.