Jeremy S.

Your numbers live in five different systems and none of them agree. Someone rebuilds the same spreadsheet every month. By the time a figure reaches the person who has to act on it, it's a week old and nobody fully trusts it. That's the problem I solve: building the reporting layer underneath a business whose data outgrew its spreadsheets. 🎯 WHO I WORK WITH Founders, finance leads and operators pulling numbers by hand out of platform exports, APIs, and bank or exchange statements. If your data is already clean and you want one chart built, I'm more than you need. If nobody in the room can produce a total everyone believes, that's my work. 🔧 WHAT I BUILD 1️⃣ Automated data pipelines. Direct API and export integrations, cleaning and transformation, so the same report doesn't get rebuilt by hand every cycle. 2️⃣ Reconciliation and validation. Matching transactions across sources, with validation rules at each pipeline stage that catch errors before they reach a report. 3️⃣ Reporting and dashboards. Python, SQL, Excel, Google Sheets and Tableau, tracking P&L, exposure and performance in a single view. 4️⃣ AI automation. Claude Code built into the workflow for anomaly flagging, documentation and repetitive data work, with verification steps so output gets checked before it reaches you. 📊 RESULTS 🔹 Cut a multi-hour daily reporting cycle to under 15 minutes and reduced manual processing by roughly 90%, across 10+ platform integrations. 🔹 Reconciled 100,000+ transactions across trade logs, platform ledgers and exchange records, with validation rules at each stage that cut manual reconciliation time by around 30%. 🔹 Replaced manual cross-referencing across 5+ separate platform interfaces with one dashboard covering exposure, P&L and transaction flow. 🔹 Built a screening and reporting tool adopted by every trader on the desk, replacing hours of manual research per person per day. ✅ Certified by Kodree in Data Analytics, SQL and Claude Code. Seven years working with financial data daily, including crypto and derivatives markets, where reconciling platforms that disagree with each other is the normal condition. I'm early on Upwork and priced below where this work usually sits, deliberately. Small scoped first projects are welcome: one report, one reconciliation, one dashboard. Tell me where your numbers break and I'll tell you what I'd build.