Excel and process freelance consultant. Career analyst supporting a range of projects with data collection, cleaning, and analysis plus process improvement and documentation. Implemented and updated VBA macros to support multiple teams. People manager for 6 years, including participating in hiring committees for more than 10 vacancies. I've reviewed hundreds of resumes and cover letters and have an eye for detail and concise writing. Research background with both qualitative and quantitative projects. I have a master's degree in sociology and apply my research skills to nonprofits, grants, resumes, and process improvements.

Stop drowning in spreadsheets. Let’s build a system that runs itself. I help small businesses turn messy, manual workflows (Excel, Google Sheets, Email) into reliable automation systems that run with one click and scale as you grow. I don’t just write code - I act as a technical partner who designs workflows, eliminates repetitive work, and builds tools your team can actually use. How I help (Main Focus): • Excel & Google Sheets Automation - VBA, Apps Script, advanced formulas (reports, invoices, dashboards, validations, email triggers) • Process Automation - connect Excel/Sheets with Gmail, Outlook, and CRMs to remove manual data entry • Systemization - turn fragile spreadsheets into structured, documented tools Real Results: • Manufacturing: Automated ROI calculator → project value expanded 3× • Logistics: Built a “one-click” manifest system, eliminating hours of daily manual entry • POS Operations: Developed a ticketing system with PDF receipts, printing, emailing, data management, and Outlook automation • Sales Ops: Converted quotation & invoicing workflows from Excel into a professional web-based system When workflows outgrow spreadsheets: I extend existing Excel or Google Sheets systems into lightweight web apps without breaking what already works. How I work: • Clear written scope before development • Funded milestones only (no surprises) • Documented delivery with handover support • Clean, maintainable code - not fragile hacks Tech (used only when appropriate): Excel VBA, Google Apps Script, Node.js, Python, PostgreSQL, GCP If you want fewer manual steps, fewer errors, and systems that scale with your business - let’s talk.

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.

I have 8 Years of Experience in leveraging VBA (Visual Basic Application) to automate complex manual tasks, I have honed my skills in creating sophisticated solutions to streamline the manual task to improve the operational efficiency. My expertise spans across various advanced Excel functionalities, ensuring comprehensive and efficient data management and analysis. Over the years i have handled over 800,000 raw data processing at the same time! Let's make my numbers speaks for you and your business. If you're looking for someone who can understand your needs, collaboratively develop the best solution, and execute a vision - you have found the right person! I have built automation tool to eliminate human intervention from 20 headcounts to 2 headcounts. per week i.e., the project have saved around 150000 $ per year (20 HC * 40 Hrs Per week = 800 Hours) Key Skills and Expertise: Advanced Excel Formulas: Proficient in using a wide range of advanced formulas to analyze and manipulate data effectively. Macros (VBA): Expert in developing complex macros to automate repetitive tasks, thereby saving time and reducing errors. Pivot Tables: Skilled in creating dynamic pivot tables to summarize, analyze, explore, and present data. Charts: Ability to design and implement various chart types to visualize data insights clearly and effectively. Power Query: Proficient in using Power Query to connect, combine, and refine data across a wide variety of sources. QS Dashboards: Experienced in designing and maintaining QS (QuickStart) dashboards to provide real-time insights and metrics. Power BI Dashboards: Skilled in developing interactive Power BI dashboards for in-depth data analysis and reporting. Excel Trackers for Metrics: Competent in creating and managing Excel trackers to monitor key performance indicators (KPIs) and metrics. PDF to Word Conversion: Efficient in converting PDF documents to Word format, ensuring accurate and reliable results. Bulk Email Automation: Expertise in automating bulk emails for updates and communications using VBA. Looking forward to hearing from you! ═════ What do I do? (Services) ═════ ✔️ Microsoft Excel Expert Specialist - Complex Excel formulas - Excel Automation Development - Excel Macros/ excel VBA - Excel Forms and Power Queries - Excel Pivots, Slicer and Charts - Excel Dashboards - Six Sigma Yellow Belt ✔️ Microsoft Outlook VBA Developer - Automate sending/receiving emails - Automate outlook searches - Search within outlooks emails automation ═════ How do I work? (Method) ═════ 1️⃣ First, we need a plan; I will listen, take notes, analyze and discuss your goals, how to achieve them, determine costs, development phases, and time involved to deliver the solution. 2️⃣ Clear and frequent communication; I provide frequent project updates and will be available to discuss important questions that come up along the way. 3️⃣ Stick to the plan; I will deliver, on time, what we agreed upon. If any unforeseen delay happens, I will promptly let you know and provide a new delivery date. 4️⃣ Deliver a high-quality product. My approach aims to deliver the most durable, secure, scalable, and extensible product possible. All development includes testing, documentation, and demo meetings.

As a results-driven Python developer, I specialize in AI, automation, and web scraping, delivering impactful solutions that save time, boost productivity, and drive growth. With expertise in: • AI Development: Creating intelligent systems to make smarter decisions. • Automation: Streamlining workflows to save your team hours of manual effort. • Web Scraping: Extracting data from websites, transforming it into actionable insights. • Excel & VBA: Enhancing data analysis and reporting with advanced Excel and VBA automation. I am committed to understanding your unique business needs and delivering high-quality, scalable solutions on time and within budget. Whether you're automating processes, extracting data, or implementing AI, I offer reliable and tailored services that make a real difference. Let’s connect and discuss how I can help you achieve your goals!

Are you looking for a reliable Excel, Google Sheets, or Google Apps Script expert who delivers clean, professional, and fully automated solutions? Over the years, I have successfully completed 1,200+ projects on various platforms for clients worldwide — including small business owners, real estate investors, corporate teams, and entrepreneurs. What I specialize in: — Interactive KPI dashboards and data analysis — VBA Macro and Google Apps Script automation — Google Apps Script web apps backed by Google Sheets — with secure login, user management and role-based access (admin, staff, agent) — Rental property, Airbnb and mortgage calculators — Expense trackers, budget planners and financial tools — Database design in Excel and Google Sheets — Pivot tables, XLOOKUP and complex nested formulas — Gantt charts, project trackers and reporting systems — Data collection forms (Google Forms, JotForms, Microsoft Forms) integrated directly into your spreadsheets Whether you need a simple formula fix or a complete web-based application running on your own Google Sheet, I build solutions that are accurate, easy to use, and ready to hand straight to your team. Message me before placing an order — I am happy to review your requirements at no charge.

Are you looking to automate or update your Excel spreadsheet? Are you seeking to streamline or enhance a spreadsheet that maybe you have used for years? Perhaps you want to streamline your business process to save time and money? If you are in a situation like this then I can help. I am David Roberts, an Excel expert specializing in VBA based spreadsheet automation. I have over ten years of experience using MS Excel and I currently hold a 100% Job Success Score. I can enhance your spreadsheet to meet your business goals. If you want your spreadsheet changes performed with a rapid turnaround and the certainty of fixed prices, then you’re reading the right profile. If any of this is what you want, then message me. Have a great day, David Roberts

Are you looking for a skilled professional to automate your workflows, optimize your spreadsheets, and convert files seamlessly? With expertise in Excel, VBA, Google Sheets, Word, and PDF automation, I help businesses streamline their processes and improve efficiency. ✅ What I Offer: Advanced Excel automation (VBA, Macros, Pivot Tables, Dashboards) Google Sheets scripting, formulas, and automation Word & PDF automation (forms, data extraction, conversions) File conversions (PDF to Word/Excel, CSV handling, batch processing) Custom templates, reports, and data analysis 💡 Why Work With Me? ✔ 5+ years of experience in data processing and automation ✔ Detail-oriented, delivering error-free and optimized solutions ✔ Quick turnaround with 100% client satisfaction Let’s discuss how I can help you with your project! Click the "Hire" button, and let's get started

Hello! I’m Jon, an Excel automation specialist and staff accountant who helps businesses streamline financial processes, build insightful dashboards, and eliminate manual work through advanced Excel solutions. I work daily in Excel as a full-time staff accountant, and on Upwork I’ve completed 70+ successful projects involving: - Financial dashboards & KPI reporting - Accounting reconciliations & variance analysis - Automated Excel tools using VBA/macros - Data cleaning, modeling, and workflow automation - Google Sheets dashboards and custom formulas My background in accounting allows me to approach every project with accuracy, structure, and a deep understanding of how data impacts the financial picture. Recently, I’ve expanded into building fully automated tools, including the creation of macros that reduce repetitive work, speed up reporting cycles, and help clients make faster decisions. What I Can Build for You: - Excel Automation (Macros) - Automated reports and reconciliations - Data import/export tools - Button-driven processes - Custom functions and workflows - Dashboards & Data Visualization - Executive financial dashboards - KPI scorecards - Trend and forecasting tools - Accounting & Finance Support - Reconciliations and month-end assistance - Budget vs. actual reports - Transaction classification and cleanup - Financial modeling + Excel templates Why Clients Hire Me: - 100% Job Success - Top Rated - Strong business & accounting foundation - Fast communication - High accuracy and clean file structure - Ability to design professional, intuitive, automated Excel tools If you’re looking to save time, eliminate manual processes, or gain clearer insights from your data, I’d love to help you build the right solution. Let’s work together!

🚀 Data Analyst | Power BI Expert | Business Intelligence Specialist | Microsoft Excel Automation I help businesses transform raw data into clear, actionable insights through advanced data analysis, Power BI dashboards, and interactive visualization. With 5+ years of experience in Business Intelligence, I design interactive reports, KPI dashboards, and charts & visualization that simplify complex data and drive smarter decisions. 📊 Core Expertise – Data Analysis & Power BI ✔️ Power BI dashboards (interactive, professional, decision-focused) ✔️ Interactive reports with drill-down insights ✔️ Charts & visualization for clear storytelling ✔️ KPI dashboards & performance tracking ✔️ End-to-end business intelligence solutions ⚙️ Advanced Power BI Skills 🧠 Power BI Desktop & Power BI Service 📐 DAX (advanced measures, calculations) 🔄 Power Query (M) – data transformation & ETL 🧩 Data modeling, relationships & star schema 🔐 Row-Level Security (RLS) 🌐 Gateways & dataflows 📌 Bookmarks, drill-throughs, tooltips 🎨 Custom visuals 📦 Power BI Apps & workspaces 🛠️ Supporting Data & Excel Expertise 📈 Excel & Automation ✔️ Excel dashboards & reporting ✔️ Excel formulas & financial modeling ✔️ Excel VBA & macros ✔️ Power Query in Excel 📊 Data Processing & ETL ✔️ Data cleaning & preprocessing ✔️ ETL pipelines & transformation ✔️ Data extraction & structuring ✔️ End-to-end data workflows ☁️ Google Tools ✔️ Google Sheets dashboards ✔️ Google Apps Script automation 📈 Results I Deliver ✔️ Reduce manual reporting time ✔️ Improve data accuracy ✔️ Real-time KPI visibility ✔️ Better, faster decision-making 🤝 Let’s Work Together If you need: Power BI dashboards • Data analysis • Interactive reports • KPI tracking • Business intelligence I’ll deliver clean, scalable, and high-impact solutions tailored to your needs. 🔍 Tech Stack: #PowerBI #PowerBIDashboard #DataAnalysis #BusinessIntelligence #DataVisualization #KPIDashboard #InteractiveReports #DashboardDesign #ExcelDashboard #PowerQuery #DAX #ETL #DataCleaning #ExcelVBA #DataAnalyst #PowerBIExpert