Data Analyst | Advanced Excel Expert | Excel VBA | Dashboard & Automation Specialist | Inventory Management Spreadsheets Template Designer Overview: Welcome to my profile! I am a professional Data Analyst and Inventory Management Spreadsheets Template Designer with over 15 years of experience specializing in Microsoft Excel. I design smart, automated, and data-driven solutions for businesses using Excel's full capabilities—formulas, PivotTables, VBA macros, Power Query, and Power BI. Whether you need to manage your inventory, automate reports, create dashboards, or build custom forms and templates, I’m here to help you save time and make smarter decisions with your data. My Core Skills Include: ✅ Advanced Excel Formulas & Functions ✅ Conditional Formatting & Data Validation ✅ Static & Dynamic Drop-down Lists ✅ PivotTables & PivotCharts for Interactive Analysis ✅ Power Query & Power BI Integration ✅ VBA Macros for Automation & Sheet Protection Custom Excel-Based Systems I Can Develop: Sales & Purchase Invoices (with database integration) Sales and Quotation Templates Inventory Management Systems Payroll & Attendance Trackers KPI Dashboards for Performance Monitoring Income Statements & Profit & Loss Reports Cost of Goods Sold (COGS) Calculation Templates User Entry Forms and Interface Tools Also Skilled In: 📊 Data Analysis (Math, Statistics, Economics) 📈 Accounting Records & Financial Ratios 🧮 Financial Reporting and Custom Calculations ⚙️ Custom Solutions Based on Client Requirements Why Hire Me? ✔ 100% Client Satisfaction ✔ Quick Turnaround Time ✔ Detail-Oriented & Reliable ✔ Tailored Solutions for Your Business Let’s transform your spreadsheets into powerful business tools. Feel free to invite me to your project or send a message. I’d be happy to help!

𝗜 𝗵𝗲𝗹𝗽 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗲𝗹𝗶𝗺𝗶𝗻𝗮𝘁𝗲 𝗺𝗮𝗻𝘂𝗮𝗹 𝘄𝗼𝗿𝗸 𝗮𝗻𝗱 𝘁𝘂𝗿𝗻 𝗺𝗲𝘀𝘀𝘆 𝗱𝗮𝘁𝗮 𝗶𝗻𝘁𝗼 𝗰𝗹𝗲𝗮𝗿 𝗱𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀, 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻𝘀, 𝗮𝗻𝗱 𝘀𝗺𝗮𝗿𝘁 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 𝘂𝘀𝗶𝗻𝗴 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜, 𝗘𝘅𝗰𝗲𝗹 𝗩𝗕𝗔, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗦𝗵𝗲𝗲𝘁𝘀, 𝗔𝗽𝗽𝗦𝗰𝗿𝗶𝗽𝘁, 𝗟𝗼𝗼𝗸𝗲𝗿 𝗦𝘁𝘂𝗱𝗶𝗼, 𝗮𝗻𝗱 𝗔𝗽𝗽𝗦𝗵𝗲𝗲𝘁. If your team spends hours on manual reporting, follow-ups, or data entry, I can automate 80% of that so you focus on decisions, not spreadsheets. No complicated systems. No overengineering. Just clean, practical solutions that show: → What's working → What needs attention → Where you can save time and money 𝗛𝗲𝗿𝗲'𝘀 𝗵𝗼𝘄 𝗜 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂: → Build KPI dashboards in Power BI and Looker Studio → Automate workflows with Google Apps Script and Make .com → Build AI-powered reporting and data analysis systems → Automate Excel reports using VBA and Power Query → Build Google Sheets systems that run themselves → Build no-code apps with AppSheet → Clean, organize and connect your data sources → Turn hours of manual work into one-click workflow automation I don't just show data, I build systems that save your team real time every week. Message me and let's discuss your project.

I am an experienced Excel Automation and Data Analytics expert with strong proficiency in Microsoft Excel including VBA & Macros, Google Sheets(App Scripts) , Python and MATLAB. I am detail-oriented, efficient, and highly reliable, ensuring every task is completed accurately and on time. I consistently deliver high-quality, precise, and well-structured solutions tailored to your business needs. ✅✅ My Expertise Includes: 📊 Data Analysis & Visualization ❖ Data Entry, Analysis and Summary Creation ❖ Data Validation and Cleansing ❖ Graphs and Charts Visualization ❖ Statistical Analysis and Predictive Modeling ❖ Large Dataset Handling and Trend Analysis 🧮 Excel & Google Sheet Skills ❖ Formula Creation (complex and custom) ❖ Pivot Tables, Charts and Slicers ❖ Conditional Formatting for Data Insights ❖ Dashboard Design (Dynamic and Interactive Dashboards) ❖ Workbook Automation using Macros & Excel VBA ❖ Google Sheet App Script ❖ Linking Data within Worksheets and across Workbooks ❖ Data Filtering and Sorting for Efficient Analysis ❖ Creating Custom Excel Templates and Tools 💼 Financial Management ❖ Bookkeeping and Financial Record Management ❖ Financial Reporting and Reconciliation ❖ Budgeting and Financial Forecasting 🔍 Data Management & Modeling ❖ Database Modeling and Management ❖ Tradelines Analysis ❖ Risk Management Frameworks (Risk Assessment Matrix, Registers) ❖ Time Series Forecasting and Simulation (MATLAB) 📅 Project Management ❖ Gantt Chart Creation and Project Planning in Excel ❖ Interactive User Interface Design for Data Tools (MATLAB, VBA)

Hi, I’m Jen — I build custom Google Sheets and Excel systems that solve business problems. I help businesses automate workflows, improve reporting, reduce manual work, and make better decisions with practical spreadsheet solutions. From dashboards, reports, calculators, and trackers to automated workflows using online forms and PDF outputs, I build clean, reliable tools that support real business operations. What sets me apart is my combination of skills. Along with spreadsheet development, I bring a background in Technical/UX writing and Product Management, so the tools I create aren’t just functional — they’re clear, intuitive, and scalable, informed by years of experience building web applications. As part of my process, I use AI tools like Gemini, Claude, and ChatGPT to speed up scripting, formulas, and testing, helping me deliver high-quality solutions more efficiently. AI supports my process, but the real value comes from knowing how to apply it thoughtfully and turn the output into a reliable, business-ready solution. My background includes a Computer Science degree, early career experience at Lockheed Martin, and years in startups and small businesses working across technical support, training, documentation, and product leadership. For over a decade, I served as Product Manager for a boutique app development group, partnering with Marriott International to build proprietary web applications. That experience taught me how to connect business needs, technical execution, and user experience — and I now bring that same thinking to every client project. If you need someone who can combine spreadsheet expertise with systems thinking and a user-friendly approach, I’d love to hear what you’re working on.

Spreadsheets, documents, and presentations shouldn’t slow your work down. When they start becoming messy, confusing, or time-consuming, that’s where I can help. I spend a lot of time working with Excel, PowerPoint, MS Word, and Google Docs, and I genuinely enjoy taking something unorganized and turning it into something clean, structured, and easy to use. Whether it’s a dataset that needs cleaning, formulas that aren’t working correctly, or documents and presentations that need professional formatting, I’m comfortable handling it. Here’s the kind of work I regularly help clients with: • Cleaning and organizing messy Excel data • Building formulas – XLOOKUP, INDEX-MATCH, IF, nested logic • Pivot tables, charts, summaries, and dashboards • Converting PDFs or raw data into structured Excel sheets • Formatting and designing professional PowerPoint presentations • Cleaning up and formatting MS Word documents and reports • Structuring and formatting Google Docs for clear, professional use My approach is simple: understand the problem, communicate clearly, and deliver work that’s accurate, well-organized, and easy for you or your team to use going forward. If you have a spreadsheet, document, or presentation that needs fixing, organizing, or improving, feel free to reach out. I’m happy to take a look and see how I can help.

Hey! If you are looking for someone you can trust with your project - I am here! I can solve your issues and turn messy data into structured processes. I have a background in multiple industries where administration, data/project management, and research are key. I know how to gather the right data, apply the best tools, and design systems that work to achieve your goals efficiently. From research and analysis to automation and visualisation, I bring precision, creativity, and results-driven strategies to every project. I put my whole heart into every project I take on, I am here because this is what I truly enjoy doing! Here’s how I can help you: ✦ Google Sheets & Excel – document creation, automation, advanced formulas, analysis, graphs, dashboards, pivot tables, light AppScript & Macro, document conversion. ✦ Presentations & Reports – professional visuals, charts, and summaries to clearly communicate data insights. ✦ Data Research & Analysis – collecting, extracting, interpreting, and presenting complex data for smarter decision-making. ✦ Data Input & Management – accurate, organised, and efficient handling of large or small datasets, including cleaning, formatting, and validation. ✦ General Administration & Organisation – Microsoft Office, email automation, invoices, diary management, client communications, and workflow optimisation. ✦ Problem-Solving & Process Improvement – identifying inefficiencies, streamlining workflows, and implementing solutions that save time and resources. Tools I use: Microsoft Office Suite (Excel, PP, Word, Outlook), Google Workspace, Zoho, ClickUp, Asana, Canva, Adobe, iMovie, Slack, ChatGPT, Gemini, Mail-chimp, Reapit, Zoopla, Rightmove, OpenRent, GitHub, Wix

I fix broken and inefficient business processes — then keep them fixed. After 20+ years working with small business owners across Australia and the US, I know exactly where admin is costing you time and money, and the fastest path to eliminating it. I build custom automation systems using Make, Excel and Google Sheets solutions, and AI-assisted workflows for service businesses, trades, and ecommerce owners. Not generic software. Systems designed around how your business actually works. Recent results: a Shopify order automation that saved 66% in staff costs; a custom Excel billing analyser with 400% ROI; 260,000 unstructured PDFs extracted and structured in 4 days. Most clients move to ongoing monthly support — because the problems don't stop at one fix, and neither do I. I own and run SB Business Support. If your business is running you instead of the other way around, let's talk.

⭐ 5-star feedbacks | Power BI, Power Apps, Power Automate, SharePoint, Excel, and Google Sheets Automation ⭐ I help businesses replace manual spreadsheet work, repeated reporting tasks, approval processes, and disconnected data workflows with clean automated systems. If your team is spending hours updating Excel files, copying data between tools, preparing reports, checking formulas, sending approval emails, or rebuilding dashboards manually, I can help you turn that process into a reliable workflow. I specialize in: ✔ Power BI dashboards and reporting systems ✔ Power Apps business applications ✔ Power Automate flows for approvals, Outlook, SharePoint, Excel, and file automation ✔ SharePoint Lists, Microsoft Lists, and Dataverse solutions ✔ Excel automation, Power Query, VBA, templates, and protected workflows ✔ Google Sheets automation using Apps Script ✔ Data cleaning, transformation, and reporting logic using SQL, Python, Excel, and Google Sheets ✔ API integrations and automated data movement between business tools Recent systems I worked on include: ✔ Power BI report replication from PDF layouts ✔ SharePoint to Microsoft Lists synchronization using Power Automate ✔ CSV to Excel processing workflows ✔ Contractor attendance and violations tracking systems ✔ HR performance evaluation workflows ✔ Executive reporting and budget automation ✔ Outlook to Excel and SharePoint automation ✔ Google Sheets and Apps Script reporting systems My focus is not just building a dashboard, app, flow, or spreadsheet. I build systems that are structured, tested, easy to maintain, and simple for your team to use after delivery. That means clean data models, protected formulas, error handling, validation rules, refresh logic, documentation, and clear communication throughout the project. If you need a reliable Power Platform or reporting automation specialist who can understand your business process and turn it into a working system, I can help.

🧠 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰 I help businesses get control over their data, automate repetitive work, and build dashboards that make decision-making faster and easier. If you're stuck with manual Excel spreadsheets, slow reporting, or data that looks "messy", I turn that into clean, automated systems. I work with Excel VBA and Power BI to build practical, real-world solutions that save time, reduce errors, and give teams the insights they need without the headaches. ⚙️ 𝐖𝐡𝐚𝐭 𝐈 𝐃𝐨 𝐄𝐱𝐜𝐞𝐥 𝐕𝐁𝐀 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 I've been building Excel VBA tools for 15+ years, and I love taking a messy, manual process and turning it into a clean, automated workflow. Clients typically see their reporting time drop by 50%–80%, and their teams can focus on analysis instead of fixing spreadsheets. 𝐓𝐲𝐩𝐢𝐜𝐚𝐥 𝐄𝐱𝐜𝐞𝐥 𝐕𝐁𝐀 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞: • Quoting, invoicing, and pricing tools • Inventory and order tracking systems • Automated financial reports • Data cleaning and transformation tools • Workflow automation systems 𝐏𝐨𝐰𝐞𝐫 𝐁𝐈 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬, 𝐃𝐚𝐭𝐚 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 For the past 8+ years, I've been building Power BI dashboards that turn raw data into clear, interactive visuals that teams enjoy using. My focus is on clarity, usability, and helping you get the answers you need quickly—without digging through multiple spreadsheets. I also support the full data workflow behind the dashboards, including data transformation, modeling, and analysis to help businesses make smarter decisions. 𝐖𝐡𝐚𝐭 𝐈 𝐃𝐞𝐥𝐢𝐯𝐞𝐫: • KPI and performance dashboards • Financial and sales reporting • Executive-level summaries • Operational analytics • Power-Query data transformation • DAX measures and KPI development • Data modeling • Trend and performance analysis 🏭 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 Finance | E-commerce | Construction | Retail | Healthcare | Non-profits 🛠️ 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗦𝗸𝗶𝗹𝗹𝘀 𝐄𝐱𝐜𝐞𝐥 𝐕𝐁𝐀 & 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 🔹Excel VBA (Macros) 🔹Excel automation systems 🔹Report automation 🔹Data extraction & processing 𝐏𝐨𝐰𝐞𝐫 𝐁𝐈 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 🔹Power BI 🔹DAX 🔹Power Query 🔹Power Pivot 𝐃𝐚𝐭𝐚 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 & 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 🔹Data analysis 🔹Dashboard development 🔹Data visualization ⭐ 𝐂𝐥𝐢𝐞𝐧𝐭 𝐅𝐞𝐞𝐝𝐛𝐚𝐜𝐤 "Shai made it easy and had great ideas to simplify our order form. We went from a multi-page, multi tab order system with more than 800 options to a one-line Order form with multiple self-populating fields. We're planning to work with Shai again in the future. Excellent job and thank you again!" — Christian, EcoDomo LLC "Shai is an excellent choice to work with. He delivered Power BI materials on a very tight turnaround for our organization. He really saved the day with his follow-up support and continues to help our materials best reflect our data. I highly recommend Shai for all his listed skill sets and I look forward to working with him again!" — Robert Sanchez, CipherTrace

Your operations are only as fast as your data systems. If your team is still fighting spreadsheets, re-entering data manually, or waiting on reports that should run themselves, that’s the problem I fix. I build professional MS Access databases, VBA automation, Excel systems, SQL Server backends, and Power BI dashboards for growing businesses that need reliable systems without IT overhead. With $200k+ delivered across 100 projects on Upwork, a Top Rated Plus track record, and 20+ years in MS Access, VBA, Excel, and SQL Server, I’ve solved these problems across shipping, finance, manufacturing, compliance, and hospitality. ⭐️ "Perhaps the highest skill level I've seen in the database space." - Paul Cracknell, OSR Enterprises What I deliver • Access CRMs and order systems that run smoothly from day one and scale with your team • Excel dashboards and KPI tools that turn raw data into decisions in seconds • VBA automation that removes hours of manual work in Excel, Outlook, and reports • Secure, multi-user Access apps with Azure or SQL Server backends • Fast, low-disruption database upgrades, migrations, and optimization Proven results • Automated invoicing system that cut billing delays by 80% • Excel reporting solution that saved 15+ hours every month • Compliance database now used daily by AML teams across departments • SQL Server migration for 25+ users with zero downtime Clients work with me because I understand both the technical side and the business workflow. I don’t just build tables, forms, and reports. I help clarify the process, remove unnecessary manual work, and create a system your team can actually use every day. I also have demo solutions available, including Access CRM, inventory, quoting, invoicing, and reporting systems, so you can quickly see the type of work I deliver before starting. Tell me what’s slowing you down. I’ll outline a clear plan before you commit to anything.