You will get organized and cleaned business data ready for reporting.
Rising Talent
Rising Talent
Project details
Running a small business often means constantly juggling responsibilities while trying to keep operations moving forward. Between customers, staffing, scheduling, reporting, finances, and day to day operations, it becomes very easy for spreadsheets and data to become disorganized, inconsistent, or difficult to use. I understand that personally from both running my own business and leading large scale multi-million-dollar operations where clean and reliable information directly impacted decision making and growth.
Over time, I learned that organized data is not just about making spreadsheets look cleaner. Good data organization helps businesses:
• Improve operational visibility
• Reduce confusion and duplicate work
• Support better reporting and KPIs
• Identify trends more clearly
• Make faster and more confident decisions
My background includes operational leadership, reporting visibility, workflow organization, forecasting, and analytics work across Fortune 500 scale operations. I approach data cleanup in a practical and collaborative way focused on helping small businesses create more clarity and less operational stress without unnecessary complexity.
Over time, I learned that organized data is not just about making spreadsheets look cleaner. Good data organization helps businesses:
• Improve operational visibility
• Reduce confusion and duplicate work
• Support better reporting and KPIs
• Identify trends more clearly
• Make faster and more confident decisions
My background includes operational leadership, reporting visibility, workflow organization, forecasting, and analytics work across Fortune 500 scale operations. I approach data cleanup in a practical and collaborative way focused on helping small businesses create more clarity and less operational stress without unnecessary complexity.
Data Tool
Microsoft ExcelWhat's included $45
These options are included with the project scope.
$45
- Delivery Time 2 days
- Number of Revisions 1
- Number of Sources Mined/Scraped 0
Optional add-ons
You can add these on the next page.
Fast 1 Day Delivery
+$100
Written Cleanup Summary
+$35
Additional day
(+ 1 Day)
+$50
Additional 3 days
(+ 3 Days)
+$125Frequently asked questions
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EM
Erin M.
Apr 25, 2026
Guidance on Understanding Metrics and KPIs for Operational Role
Matt simplified my metrics. He made them actually useful for decision making by making them easy to understand. Clear, practical, and great to work with.
NS
Nicole S.
Mar 14, 2026
Landscaping Start up
Matt was easy to work with and helped me organize my pricing and job profitability in Excel. The tool he built will be very helpful moving forward.
About Matthew
Fractional COO | CFO | FP&A, Profit & Operations Advisor
100%
Job Success
St. Pete Beach, United States - 5:35 pm local time
Fractional COO | CFO, FP&A Advisor, and Operations Strategist with a background in P&L ownership, forecasting, operational and corporate finance, performance management, and operational leadership. I have led multi-million-dollar operations with full profit and loss responsibility, helping organizations improve accountability, strengthen execution, and create visibility into business performance.
I work from a leadership perspective, not as a reporting analyst.
My role is to establish structure around how decisions are made, performance is measured, and operations are managed so businesses can scale predictably without constant owner intervention. My approach combines operational leadership, financial visibility, and human behavior because businesses are ultimately run by people, not spreadsheets.
Today, I work directly with leadership teams to stabilize growth, improve accountability, strengthen operational discipline, and restore clarity across the business.
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Owners contact me when
• revenue increases but profit does not
• employees rely on the owner for daily decisions
• problems repeat despite constant meetings
• reporting exists but nobody acts on it
• growth created operational chaos
• leadership feels reactive instead of in control
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What I implement
Operational structure
Clear accountability, management cadence, and operational discipline
Processes teams consistently follow
Performance visibility
KPIs tied directly to decisions
Forecasting, planning, and operational performance tracking
Decision framework
Evaluate hiring, pricing, and expansion before committing resources
Turn meetings into decisions instead of repeated discussions
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How I work
I work directly inside the operation observing workflow, communication patterns, and decision-making in real time.
Then the operational structure is redesigned around reality, allowing the business to operate clearly and predictably without daily intervention from ownership.
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Typical outcomes
• improved margins through operational discipline
• fewer daily interruptions to leadership
• accountable teams without micromanagement
• stronger forecasting and planning visibility
• management meetings that result in decisions
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If you need operational clarity, financial visibility, and a business that runs predictably, we should talk.
Education & Credentials
• B.S. Business Data Analytics, Arizona State University (Summa Cum Laude)
• IMA CMA (Certified Management Accountant) Candidate with approved experience in management accounting, forecasting, variance analysis, operational finance, performance management, and operational decision support.
Steps for completing your project
After purchasing the project, send requirements so Matthew can start the project.
Delivery time starts when Matthew receives requirements from you.
Matthew works on your project following the steps below.
Revisions may occur after the delivery date.
Review Dataset
Review the spreadsheet, formatting issues, and cleanup requirements.
Clean & Organize Data
Perform agreed upon formatting, cleanup, and organization work.