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You will get Excel & Google sheets expert, Formulas, Macros, VBA, Dashboards, Automation
Top Rated
Project details
Looking for an expert in Excel, Google Sheets, data analysis, and financial modeling to streamline your workflows and automate tasks? You’re in the right place. I provide advanced data management, reporting, and business intelligence solutions to help you make data-driven decisions.
Data Management Expertise:
Skilled in Excel formulas and functions including VLOOKUP, HLOOKUP, INDEX MATCH, XLOOKUP, SUMIFS, COUNTIFS, and data cleaning, data validation, data transformation, and data segmentation. Experienced in pivot tables, dashboards, and large dataset handling.
Dashboard Design & Data Visualization:
I design interactive dashboards, KPI reports, dynamic charts, and automated reports with drill-down features, improving data storytelling, reporting accuracy, and decision-making.
VBA & Automation Specialist:
Expert in Excel VBA, macros, automation, scripting, workflow automation, error handling, debugging, and integration with external data sources and APIs.
Financial Modeling & Analysis:
Building financial models for budgeting, forecasting, financial planning, scenario analysis, cash flow modeling, and business valuation using best practices.
Optimize. Automate. Analyse. Excel.
Data Management Expertise:
Skilled in Excel formulas and functions including VLOOKUP, HLOOKUP, INDEX MATCH, XLOOKUP, SUMIFS, COUNTIFS, and data cleaning, data validation, data transformation, and data segmentation. Experienced in pivot tables, dashboards, and large dataset handling.
Dashboard Design & Data Visualization:
I design interactive dashboards, KPI reports, dynamic charts, and automated reports with drill-down features, improving data storytelling, reporting accuracy, and decision-making.
VBA & Automation Specialist:
Expert in Excel VBA, macros, automation, scripting, workflow automation, error handling, debugging, and integration with external data sources and APIs.
Financial Modeling & Analysis:
Building financial models for budgeting, forecasting, financial planning, scenario analysis, cash flow modeling, and business valuation using best practices.
Optimize. Automate. Analyse. Excel.
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$100
|
Standard
$150
|
Advanced
$200
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 5 days |
Number of Revisions | 2 | 5 | Unlimited |
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PG
Philly G.
May 23, 2026
Finance and Economics Expert Needed
LM
Linda M.
May 20, 2026
Excel Dashboard Update
Super helpful when we needed edits and completed all work in a timely manner. Also helped us understand the whole process clearly.
KW
Kristyne W.
Jan 29, 2026
Exception Excel Talent to Build Compliance Gap Analysis Docs
Kaleem's work was exceptional. We will be sure to engage him on our next project!
EL
Eric L.
Dec 2, 2025
Scorecard KPI Card Development (URGENT – Due Monday Midnight EST
LM
Lucia M.
Sep 30, 2025
Cleaning data for Tableau
Kaleem successfully cleaned the dataset for Tableau, completing the work accurately and on time. We look forward to working with Kaleem in the future!
About Kaleem
Data Analyst & AI Automation| Tableau, Power BI, SQL, n8n, Claude Code
100%
Job Success
Lahore, Pakistan - 5:39 am local time
6+ years turning raw data into decisions, and manual reporting into workflows that run themselves.
I help startups, SMBs, financial services firms, e-commerce brands, and SaaS companies make sense of their data. Whether you need an interactive BI dashboard, a three-statement financial model, a SQL data pipeline, or an end-to-end automation that pulls data from your apps, cleans it, and delivers the report to your inbox — I build accurate, well-documented work designed to scale with your business.
📊 Data Analytics & Business Intelligence
✔ Executive, operational & real-time KPI dashboards — Power BI, Tableau, Looker Studio
✔ Advanced DAX measures, Power Query (M), Tableau Prep, RLS/OLS, embedded analytics
✔ Semantic data modeling — star schema, snowflake schema, calculation groups
✔ Data cleaning, profiling & transformation — Python (Pandas, NumPy), SQL, Excel
✔ ETL pipelines & data integration across CRMs, ERPs, marketing platforms, and APIs
✔ Database design & query optimization — PostgreSQL, MySQL, SQL Server, Azure SQL, Amazon RDS, BigQuery, Snowflake
✔ Web scraping & data extraction — Python (BeautifulSoup, Selenium, Scrapy)
✔ Exploratory data analysis (EDA), time series, cohort, funnel & A/B test analysis
✔ Customer segmentation, RFM, churn, retention & lifetime value (LTV) modeling
✔ Predictive modeling, regression, classification & clustering — Scikit-learn
💹 Financial Analysis & Modeling (MBA in Finance)
✔ Three-statement financial modeling — integrated P&L, balance sheet, cash flow
✔ Budgeting, forecasting, rolling forecasts & scenario modeling — FP&A dashboards
✔ Valuation — DCF, comparable companies, precedent transactions, sensitivity & Monte Carlo
✔ M&A and LBO modeling, equity research, investment memos
✔ Ratio analysis — liquidity, solvency, profitability, efficiency
✔ Variance analysis (price, volume, mix), cost analysis & segment profitability
✔ SaaS metrics — MRR, ARR, CAC, LTV, churn, payback period
✔ E-commerce analytics — AOV, conversion, customer cohorts, marketing ROI
✔ Unit economics, pricing analysis, breakeven & contribution margin
✔ 13-week cash flow models, working capital & treasury reporting
✔ Investor- and board-ready reporting packs and KPI scorecards
✔ Panel data regression & econometric analysis — SPSS, Stata, fixed effects, Hausman
🤖 AI Automation & Workflow Engineering
✔ End-to-end workflow automation with n8n (cloud & self-hosted) — data syncing, alerts, scheduled reports
✔ AI agents & agentic workflows powered by Claude and OpenAI
✔ Custom automations with Claude Code — scripting, API integrations, multi-step pipelines
✔ AI-powered data cleaning, classification, summarization & document parsing
✔ Invoice, receipt, contract & PDF processing with OCR + LLM extraction
✔ Email, CRM, Slack, Notion, Airtable & Google Workspace automation
✔ Automated report generation & branded PDF/Excel delivery pipelines (Python, Playwright, ReportLab)
✔ Lead generation, enrichment & outreach workflows
✔ Replacing manual, repetitive work across finance, operations, and marketing teams
🛠 Tools & Technologies
* BI & Visualization: Power BI (DAX, RLS, Power Query, Service), Tableau (Desktop, Prep, Server, Cloud), Looker Studio
* Programming: Python (Pandas, NumPy, Matplotlib, Seaborn, Scikit-learn, Plotly), SQL, VBA
*Databases & Cloud: PostgreSQL, MySQL, SQL Server, Azure SQL, Amazon RDS, Amazon S3, BigQuery, Snowflake
*Spreadsheets: Excel (Power Query, Power Pivot, VBA, Macros, Pivot Tables, Solver), Google Sheets (Apps Script)
*Statistics & Research: SPSS, Stata, SAS — regression, panel data, time series, econometrics
*AI & Automation: n8n, Claude, Claude Code, OpenAI API, Make, Zapier, webhooks, REST APIs
📁 Projects I deliver
✔ Sales, marketing, finance & operations dashboards with drill-through and dynamic filters
✔ CFO/CEO reporting packs combining BI dashboards and integrated financial models
✔ Custom KPI trackers, scorecards and benchmarking studies
✔ Automated month-end reporting and management accounts
✔ Power BI / Tableau migrations and dashboard redesigns
✔ Data warehouse design, ETL pipelines and database optimization
✔ Research dashboards for academic and policy work (panel data, macroeconomic indicators)
✔ AI agents that read your inbox, query your data, and post results to Slack
✔ End-to-end automations replacing manual spreadsheet workflows
Industries I work with: SaaS, e-commerce, fintech, banking, professional services, real estate, manufacturing, healthcare, marketing agencies, and academic research.
✅ Why clients work with me
✔ Finance + data fluency — accurate numbers, clear story
✔ Validated metrics, documented models, on-time delivery
✔ Post-delivery support so your dashboards and automations keep running
Send me a message with your goal. I'll tell you exactly how I'd approach it.
Let's make your data work smarter.
Steps for completing your project
After purchasing the project, send requirements so Kaleem can start the project.
Delivery time starts when Kaleem receives requirements from you.
Kaleem works on your project following the steps below.
Revisions may occur after the delivery date.
Understand client needs & project scope
The initial focus is on comprehensively understanding client needs and project scope.
Develop customized solution plan
Following this, we meticulously craft a customized solution plan tailored to your specific goals