Spreadsheet Ops

Clean, reliable, automated reporting.
Without the stress.

I turn messy, manual spreadsheets and fragmented data silos into automated tools and clear dashboards that make decision-making easy.

No jargon   |  No over-engineered software   |  Just clear visibility

Cleanup  •  Power Query  •  Pivot tables  •  Reporting templates  •  Reconciliation  •  SharePoint/OneDrive workflows

How I Help

Spreadsheet and Workflow Cleanup

Optimized for small teams, local businesses, and fast-growing projects.

If your daily operations are bogged down by manual tracking and broken formulas, I can help your team get organized.

  • Broken Formula & Layout Fixes: Cleaning up messy rows, repairing broken cell references, and optimizing file structures.

  • Process Automation: Using Power Query to automate repetitive data copying, pasting, and sorting workflows.

  • Practical Templates: Designing clear, user-friendly Excel and SharePoint templates your team can actually manage and update.

  • User Training: Providing simple, straightforward documentation and walkthroughs so your team feels confident.

Executive Visibility Sprints

Optimized for regional financial institutions, mid-market enterprises, and large non-profits.

When operations scale, leadership needs absolute certainty. I build structured, secure, "decision-ready" reporting ecosystems for senior leadership and board reviews.

  • KPI Definition & Alignment: Translating complex operational workflows into clear, standardized performance metrics.

  • Automated Data Pipelines: Cleaning, reconciling, and engineering core data pipelines across SQL, CRM, and ERP systems.

  • Source-of-Truth Dashboards: Designing secure, interactive Power BI and Tableau dashboard suites that eliminate executive blind spots.

  • Risk & Compliance Guardrails: Standardizing tracking routines to ensure your metrics are audit-ready and legally compliant.

Why Simple Works

10+ Years of Institutional Experience. Zero Complicated Jargon.

You do not need a massive IT implementation that your team will eventually abandon. You need immediate answers to your business questions.

I bring over a decade of deep analytics experience, spanning commercial banking risk operations for major global financial institutions and publicly traded regional banks, data strategy for FinTech startups, and large-scale enterprise system rollouts for major public organizations.

Through SpreadsheetOps, I package that institutional-grade data expertise into practical, secure tools. Whether you need a single chaotic spreadsheet organized or a comprehensive corporate dashboard automated, I make your data layout clean, reliable, and easy to maintain.

Let’s Fix Your Data Layout

Ready to eliminate the manual spreadsheet grind?

Let's cut through the data clutter. Book a brief, low-friction chat to discuss your current reporting layout, uncover hidden bottlenecks, and map out a clear path to automation.

© 2026 SPREADSHEETOPS.COM