ABOUT THE JOB
Excel Excellence & Automation
Serve as the organization's advanced Excel expert, designing and implementing Excel solutions for complex business problems
Streamline and automate repetitive Excel tasks through advanced formulas, macros, VBA programming, and Power Query implementations
Strategically augment Excel capabilities by integrating Python scripts, Power BI connections, and other modern technologies where applicable
Develop Excel templates, models, and automated workflows that enhance productivity and reduce manual effort across client projects
Client Engagement & Analytics Delivery
Lead complex data analysis projects for external clients, translating business requirements into comprehensive analytical solutions combining Excel expertise with advanced analytics
Analyze complex datasets from multiple sources to identify trends, patterns, and opportunities using statistical techniques, AI/ML algorithms, and advanced Excel modeling
Design, develop, and implement predictive and prescriptive models using Excel, Python, and other analytical tools to support strategic client initiatives
Collaborate directly with external clients to understand their Excel-based workflows and recommend optimizations through automation and technology integration
Data Governance & Quality Assurance
Establish and maintain comprehensive data dictionaries and data glossaries for both client projects and internal systems to ensure consistent data understanding across teams
Implement data quality frameworks and monitoring processes to ensure accuracy, completeness, and reliability of analytical outputs
Enforce data privacy protocols and governance standards to protect sensitive client data and ensure regulatory compliance
Document analytical methodologies, data sources, and business logic for knowledge transfer and audit purposes
Technology Integration & Innovation
Evaluate and integrate AI technologies (e.g., natural language processing for automating invoice and expense categorization, computer vision for document processing and validation, machine learning for anomaly detection, risk scoring, and financial forecasting, and recommendation systems for client advisory insights) into existing data workflows
Strategically migrate Excel-based processes to more scalable solutions using Python, BI tools, or cloud platforms when appropriate
Build dashboards, visualizations, and automated reporting tools to communicate findings and drive data-driven decision-making
Stay current with emerging analytics technologies and AI/ML developments to bring innovative applications that improve business outcomes
WHAT WE'RE LOOKING FOR
Minimum Requirements/Education
Bachelor's degree in Physics, Engineering, Statistics, Mathematics, Computer Science, Business Analytics, Finance, Accounting, or a related field
At least 3 years of experience in data analytics, business intelligence, or similar field with demonstrated Excel expertise
Proven track record as an advanced Excel power user with experience in VBA, Power Query, Power Pivot, and complex modeling
Strong business acumen with experience working in cross-functional teams and directly with external clients
Demonstrated track record in driving business impact through analytics, insights, and Excel automation solutions
Excellent communication skills, both verbal and written, with the ability to present technical Excel solutions and analytics to non-technical stakeholders
Experience with data privacy regulations and governance frameworks when handling sensitive client data
Accounting, finance, or business process optimization background is a plus
Technical and Other Skills
Excel Mastery & Automation
Advanced proficiency in Microsoft Excel including advanced formulas, pivot tables, Power Query, Power Pivot, and data modeling capabilities
Advanced VBA programming skills for creating automated solutions, custom functions, and complex macros
Experience integrating Excel with external data sources, APIs, and databases for automated data refresh and processing
Knowledge of Excel's integration capabilities with Python (xlwings, openpyxl) and other programming languages
Analytics & Programming
Working knowledge of Artificial Intelligence (AI) and Machine Learning (ML) concepts, with experience applying them to enhance Excel-based analysis, forecasting, and business decision-making
Proficient in SQL for data extraction and transformation; advanced working knowledge of Python for statistical analysis and Excel automation
Experience with Python libraries for Excel automation and data processing (pandas, xlwings, openpyxl)
Strong grasp of statistical techniques including forecasting, regression, and A/B testing within Excel and complementary tools
Business Intelligence & Data Platforms
Skilled in data visualization tools such as Power BI, Tableau, or Looker for creating interactive dashboards that complement Excel-based solutions
Understanding of CRM/ERP systems (e.g., QuickBooks, Xero, NetSuite, SAP) and how to integrate them with Excel for comprehensive analytics
Familiarity with cloud-based data platforms (e.g., Snowflake, Databricks, BigQuery, AWS Redshift) and their integration with Excel workflows
Experience with data warehouses, ETL processes, and tools for data cleaning and transformation that feed into Excel models
Collaboration & Process
Understanding of data governance frameworks, data privacy regulations (GDPR, CCPA), and security best practices for handling sensitive client data in Excel environments
Exposure to Agile/Scrum practices and project collaboration tools
Experience documenting Excel solutions, creating user guides, and training others on automated Excel workflows
PERKS & BENEFITS
Perks and benefits would include:
Remote setup
Company-provided equipment for seamless experience
Quarterly team activities to stay connected and engaged
