Qian H.

I build custom financial dashboards and financial‑focused solutions for small‑business finance teams, resolving messy reporting workflows inside or outside mainstream accounting software: invoices, payments, receipts, sales, expenses, inventory, reconciliation, and management reports. My core strength lies in combining solid finance domain knowledge with hands‑on technical delivery. I hold the Microsoft Certified Power BI Data Analyst certification, alongside 6 years of banking experience, a Master’s degree in Mathematics, Chinese risk management certification, and Chinese Primary‑level Accounting Certificate. I build Excel/VBA financial dashboards, Power BI financial reporting solutions and general workflow automation to support core finance deliverables for small‑business operations. My focus: I help business owners, bookkeepers, and operations teams turn scattered records into structured, maintainable systems built around financial dashboards and financial reporting. Supporting automation serves these primary deliverables. I work with exported data from accounting, payment, CRM, and e‑commerce platforms including QuickBooks, Xero, Zoho Books, Stripe, PayPal, Square, Shopify, WooCommerce, Salesforce, HubSpot. Where needed, I implement supporting automation using Make, n8n, Zapier, Power Automate, Google Apps Script, and AI‑assisted document/data extraction tools. 📌 What I Can Help With ✅ Invoice, bill, purchase order, and payment tracking ✅ Customer payments, outstanding balances, and receivables ✅ Supplier purchases, payables, and payment records ✅ Expense, cash movement, and daily transaction logs ✅ Sales, income, and inventory movement tracking ✅ Receipt, invoice, or PDF‑to‑Excel supporting workflows ✅ Reconciliation support files and mismatch reports ✅ Customer, vendor, product, and transaction databases ✅ Data‑entry forms, UserForms, and controlled input tables ✅ VBA‑automated financial dashboards & financial summary reports ✅ Power BI financial dashboards built from Excel or exported business data ✅ Financial VBA macros, Power Query workflows, and legacy workbook troubleshooting ✅ Supporting workflow automation with Make, n8n, Zapier, Power Automate, or Apps Script 💼 How This Helps Your Business Many small teams rely on spreadsheets, PDFs, emails, screenshots and bank exports for manual record‑keeping. Common pain points include duplicate data entry, broken formulas, missed payments, mismatched reports and untracked file versions. In past Excel ERP, financial dashboard and Power BI reporting projects, I consolidated fragmented files into controlled finance‑oriented systems. Staff input data once via clean forms or input tables, and the workbook feeds transaction records, summaries, VBA‑driven financial dashboards and reports, plus connected Power BI visuals, all drawing from one single source of truth. Practical business outcomes: ⏱️ Less repeated manual entry ✅ Fewer calculation and copy‑paste errors 📊 Faster monthly financial reporting across Excel and Power BI 🔍 Clearer transaction history and audit trails 👥 Easier staff training 📈 Reliable real‑time business visibility via financial dashboards ⚙️ How I Design Finance‑Focused Systems I prioritize underlying finance logic rather than superficial visual styling. A robust finance system includes: ✅ Clear input areas or user‑friendly forms ✅ Structured database sheets with reliable record IDs ✅ Strict separation between input, raw data, calculation logic, supporting automation, and dashboard/report outputs ✅ Data validation rules to minimise incorrect entries ✅ Traceable transaction history and audit‑friendly records ✅ Live financial dashboards & reports powered by clean datasets, VBA logic and Power BI datasets ✅ Readable documentation for future end‑users My banking and risk‑management background helps me design robust transaction recording, review checkpoints, reconciliation logic, and operational risk safeguards. My mathematics background translates messy business rules into stable, repeatable logic. Excel, finance‑focused VBA, Power Query, Power BI, plus supporting tools turn that logic into usable dashboards. AI is used only for document review, data cleaning, workflow planning and troubleshooting. AI never replaces core business rules or financial calculations. 🔧 Existing or Complex Workbooks I can work with your current, often messy Excel files: 🔍 Reverse‑engineer and document existing workbook logic & data structure 🐞 Diagnose formula, Power Query, VBA, or automation defects ⚙️ Refactor slow, unstable processes ➕ Add new modules without breaking existing functionality 📊 Build or upgrade financial reports, VBA‑powered dashboards and Power BI reporting views 🗄️ Map potential upgrade paths toward SQL, cloud automation or web‑based applications If you are struggling with messy spreadsheets, manual finance‑related processes, or need custom financial dashboards / reporting solutions, feel free to reach out.