I build precision Excel automation, interactive dashboards, and custom templates as a MSFT Certified Excel Expert with 20+ years experience.

Welcome to my profile! I am new to Guru, but not new to delivering robust, scalable Excel-based solutions. I am a Microsoft Certified Excel Expert (MO-211) with over 20 years of Excel experience implementing complex automation logic and specialized data models. Having spent 15 years at Fortune 500 companies—Fidelity Investments, Citigroup, and AT&T—I bring a level of precision, logic, and data integrity that is rare in the freelance market. Expertise You Can Leverage: ► Interactive Dashboards & Visualization: Transforming raw, messy data into dynamic, visual summaries for instant business insights. ► Custom Template Design: Building 'plug-and-play' workbooks that allow you to paste raw data and receive instant, professional-grade insights. ► Power Query & Data Transformation: Expert 'data doctoring'—fixing broken workbooks and cleaning messy data from exports for seamless analysis. ► Advanced Data Modeling: Using advanced skills to create sophisticated Pivot Tables, Pivot Charts, and multi-layered data summaries. ► User-Friendly Macros (Non-VBA): Skilled at creating easy-to-use macros with user-friendly form control to easily complete repeatable tasks. ► Complex Formula Engineering: Expert-level mastery of logic-based formulas (XLOOKUP, VLOOKUP, INDEX / MATCH) and Dynamic Arrays (FILTER, UNIQUE, SORTBY) to automate manual workflows. Data Integrity Meets Cybersecurity Unique to my service is my background as a Certified Information Systems Security Professional (CISSP). In an era of increasing data breaches, I specialize in the KPIs/KRIs for Cybersecurity and Risk Metrics. When I build a solution for you, I’m not just thinking about formulas—I’m thinking about the security and reliability of your information. The Professional Standard Every project is performed with: ✓ Highest standard of quality ✓ Keen eye for detail ✓ Focus on scalability ✓ Highly effective communication My #1 goal is always your 100% satisfaction. I am not finished until the solution works perfectly for your specific needs and you are completely confident in the results. Ready for a customized Excel solution? Click the "Get a Quote" or "Message" button to discuss your project today.

Work Terms

1.Business Hours: Mon-Fri, 8 AM–5 PM CST 2.Communication & Project Alignment •Response time: Within 24 business hours •Platform: Guru’s tools are used for all communication. •Intro Meeting: Prior to finalizing a Work Agreement, to ensure project alignment, I require a 10–15 min video/audio meeting. •Project Record: All development is based on the Work Agreement and the clarifications/approvals documented in Workroom (see Sec 4 for handling of Change Orders/Revisions). 3.SafePay & Milestones–Guru SafePay is exclusively used •Fixed-Price: Work begins once the milestone is fully funded. •Hourly: Minimum SafePay balance (1 week of "Max Hours") required to secure work and enable AutoPay. 4.UAT & Revisions–I utilize an iterative UAT process •UAT: During development, I provide locked workbooks for UAT to ensure source code is protected. •In-Scope Revisions: 2 minor revisions (aesthetics, labels, variables) are allowed during the UAT phase. •Change Orders: New features, or structural logic changes requested after work begins, require a separate milestone. •Approval: UAT approval signifies the file meets all functional requirements. 5.Delivery & Validation •Validation Phase: To ensure logic integrity, I deliver a functional, locked version for validation. oValidation Phase ends upon payment release OR 7 days–whichever comes first. oRuns parallel with Guru 7-Day AutoPay Grace Period. •Integrity Guarantee: Locking the file during validation ensures any bugs are logic-based, not caused by user modification. •Reset Protocol: If a functional bug is found, I will fix it and re-issue the invoice to restart validation window. 6.Unlocked File & Privacy •Ownership: Upon payment release, I provide means to completely unlock file and 100% ownership of file is client's. •Privacy: I treat all client data as proprietary and sign NDAs as needed. •Retained Rights: I retain the right to reuse my Excel-based formulas, logic, and all other Excel-based methods.