I have 12+ yrs. of experience in the following areas - -Convert Financial Trasactions like Bank Statements/Credit Card Statements into CSV/Quickbooks/Quicken/XERO format for Taxation/Bookkeeping/Analysis purpose -Data Extraction/Data Entry from scanned PDFs to Spreadsheet using OCR Textract -Create Scraping Tools or Scripts to parse PDF Table data into XLS using Python -Transfer/Transcribe contact information from large PDF Document to Excel/CSV/Word -Linkedin Lead Generation (Using Linkedin Sales Navigator) -Email finder ( Extract Emails of C-level executives like CEO/CFO/President/VP etc.) -Contact List Building for marketing campaigns -Data Mining/Web Researching/Data Collection/Data Scraping/Web Scraping/Data Scrubbing -Data Entry/Data Scraping from Website to Excel Spreadsheet -EXCEL & WORD Expert (Vlookup, Mail Merge, VBA, Macros and other advanced tools) -Document Conversions/Transcription (Scanned images into editable format) -Data Cleaning & Formatting, Data Manipulation -All other admin tasks as per the Client's requirements

Is your team wasting hours on manual Excel work that should be automated? I build Excel and Google Sheets systems that eliminate repetitive tasks, reduce reporting errors, and give you clear, decision-ready data exceptionally fast. With 7+ years building VBA automation, advanced dashboards, and data workflows, I have helped businesses across finance, logistics, retail, and operations go from slow, manual spreadsheets to automated reporting systems they actually trust. My specialities: ✅ Excel VBA Macros & Automation - batch processing, automated reports, PDF generation, multi-file data transfer ✅ Advanced Dashboards - Power BI, Excel, Google Sheets, interactive charts, slicers, live reporting ✅ Google Sheets & Apps Script - workflow automation, form integrations, live data connections, automated emails ✅ Data Cleaning & Structuring - messy raw data transformed into clean, analysis-ready output ✅ Financial Models & Costing Systems - forecasting, scenario planning, P&L tracking, budget dashboards What makes me different: → Business-outcomes focus, not just formulas, I solve the real problem behind the spreadsheet → Clean, documented work your team can maintain without needing me every time → Fast delivery with clear, professional communication throughout the project → AI-enhanced workflows, I use Excel and Advanced AI tools to deliver results faster than traditional methods I don't just build spreadsheets, I build systems that save your team time, reduce errors, and improve how your business runs. If you need a reliable Excel & automation expert who gets it done right the first time - let's talk.

I'm an experienced MS Excel and macro VBA developer who is attentive to the details and focused on solving complex problems. In addition, I have experience with Python and Power BI and automatically scraping various data from different sites. By nature, I am an idealist and want everything to be easy and accurate. My main life principle is: "Do the best or do not do it at all."

I'm passionate about Microsoft Excel (weird, right?) and I've now been Expert-Vetted by Upwork, meaning I'm in the top 1% among freelancers working with Spreadsheets. I love simplifying processes, untangling complicated formulas, automating processes with macros and creating solutions that reduce manual effort. I have broad experience working with data and looking for innovative solutions.

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.

I build enterprise-grade Excel automation tools that behave like real software; not just spreadsheets. Recent projects include Excel add-ins with custom ribbons, standalone Python-powered Excel apps, and enterprise dashboard systems. With 15+ years of experience and a top rated freelancer on UpWork, I specialize in creating: ✅Custom Excel Add-ins & ribbon interfaces ✅Standalone Excel + Python applications (no Python installation required) ✅Advanced automation tools & workflow systems ✅Dynamic dashboards for operations, finance, and analytics ✅Data processing engines integrated directly into Excel What I deliver: ✅ Excel tools that feel like real apps ✅ One-click automation instead of manual work ✅ High-performance dashboards & reports ✅ Secure local execution systems ✅ Clean UI + scalable backend logic Why clients hire me: ✔ Replace repetitive Excel workflows ✔ Build internal tools quickly & reliably ✔ Turn complex logic into simple interfaces ✔ Eliminate errors and save massive time If you want Excel to behave like a professional application, I can build it. Let’s automate your workflows and create tools your team will actually enjoy using.

✅ IQ: 145 ✅ Expert in: ➡️➡️ Construction systems ➡️➡️ Cost-control systems ➡️➡️ Multi-workbook integrations ➡️➡️ Executive dashboard systems ➡️➡️ Supply chain mgnt, Procurement and Inventory mgnt systems ➡️➡️ Financial modeling & forecasting ➡️➡️ Business processes automation (from data import to reports generation) ➡️➡️ Shopify product mgnt systems 🔹 What Clients Say: "Karl is a miracle worker. He consistently exceeds expectations and delivers ahead of schedule." "His ability to understand complex requirements and provide insightful solutions is unmatched." "Karl's work has transformed our processes, saving us time and enhancing productivity." "Responsive and efficient, Karl is my first choice for any spreadsheet-related task." "Karl's innovative approach and quick turnaround have been invaluable to our projects." "He listens carefully to our needs and delivers solutions that go beyond our expectations." "Karl's expertise in Excel has automated much of our workload, making our operations smoother." "Every project with Karl is a success. His attention to detail and creativity are outstanding." "Karl's proactive suggestions and quick adjustments make him a pleasure to work with." "His ability to simplify complex data into actionable insights is a game-changer for us." 🔹 Why Choose Me? I am committed to delivering high-quality work with a focus on efficiency and innovation. Whether you need a complex spreadsheet solution or expert advice on financial systems, I am here to help you achieve your goals. Let's collaborate to streamline your operations and unlock new opportunities for your business!

I build operational intelligence systems for healthcare practices, field service companies, and growth-stage businesses that are running their operations on spreadsheets they've already outgrown. My clients typically come to me after their reporting tells them what happened but never why — and after they've realized that fixing that gap requires someone who understands both the data and the business it's describing. Recent engagements: Healthcare Practice Intelligence Platform — Multi-provider OB/GYN practice. AI-powered analytics dashboard replacing manual monthly reporting. Live Claude API integration generates severity-rated, dollar-quantified operational findings in real time. Surfaced $187K in annualized revenue opportunity from a single provider's case mix pattern that standard EHR reporting had never flagged. Live demo: northview-dashboard.replit.app Field Service Performance System — HVAC company running on ServiceTitan data. No-VBA technician scorecard tracking revenue per tech, callback rates, productivity metrics, and profit estimates. Automated Insights tab surfaces top performers and quantifies losses against configurable targets. Full walkthrough: youtu.be/EQRst78ZFzs Construction Budget & Payment Intelligence — Custom home builder. Preliminary budget and payment schedule tool consolidating project cost categories, automating milestone calculations, and giving ownership a clean financial picture at every stage of a build. Full walkthrough: youtu.be/eM7jdOOnAbo Bid Estimator Enhancement — Commercial interiors firm (undisclosed). AI-augmented estimating platform currently in Phase 1 delivery. $8,100 engagement scoped across three phases. Who I work best with: Healthcare operators, PE-backed practice groups, and field service companies where reporting quality directly affects clinical, operational, and acquisition decisions. Founders and operators who know their data is telling a story they can't quite read yet. Finance and operations leaders who need someone who understands the domain behind the numbers — not just the formulas. What makes my work different: I spent 16 years as a certified anesthesia technician in hospital operating rooms before transitioning to analytics. I understand how clinical decisions create data, how that data drives billing, and where the gaps between the two hide the most expensive problems. That context doesn't come from a spreadsheet. My stack: Excel, Google Sheets, Python, VBA, Apps Script, SQL, PowerBI — and AI-augmented analytical pipelines using Claude, ChatGPT, and Gemini that generate real operational findings on real data, not template commentary. How engagements work: Diagnostic Assessment (1-2 weeks, $1,500-$2,500) — I map your current reporting stack, identify the top friction points, and deliver a prioritized remediation plan with dollar-quantified opportunity estimates. Most clients use this as the on-ramp to a larger build. Focused Build (2-4 weeks, $3,500-$8,500) — I rebuild a specific reporting surface end-to-end. Practice intelligence dashboard, operational KPI system, field service performance tracker, financial model. Intelligence Platform (4-8 weeks, $8,500-$20,000) — Full rebuild of a reporting workflow with AI analyst integration, handoff documentation, and user training. For smaller or exploratory work, hourly engagements are available at $85/hr. Currently: Independent consultant working with two to three clients at a time across healthcare analytics, field service operations, and growth-stage business intelligence. If your team is spending days on reports that should take hours — or your operational data is telling you what happened without explaining why — that's the problem I solve.

I'm a seasoned Finance Professional with a background in real estate private equity and investment banking. I am in the top 1% of Excel users globally. I have extensive experience with Upwork and am comfortable with financial modelling, building detailed presentations, building AI apps/tools and using AI for analysis, and any project that comes to mind.

Hi! I'm an expert in Excel VBA and Google Sheets, specializing in automating repetitive tasks, sheet editing, and workflow optimization to save time and boost productivity for small businesses. Key Services: • Excel & Google Sheets: Custom formulas, macros, and solutions to enhance your data management while making your sheets visually appealing. • Web Solutions: Tailored web applications to meet your business needs and automate processes. Let’s simplify your workflows with smart, effective automation!