Will B.

Rated in the top 3% of Upwork talent as an Excel and Google Sheets expert, specializing in the transformation of data into actionable information, utilizing Excel and/or Google Sheets. Operating in a transparent, cost-effective manner. Working independently, or with you as a co-worker would. An extension of your ideas, in cutting edge visualizations and functional business tools. With a large background in Healthcare and call-center operations. Leading WFM and working with finance, as well as several other departments, my skillset has been a great fit across several industries and is flexible to operations for any business. Leading large contact center WFM teams, running logistics for a 600+ in-home health assessment Nurse Practitioner operation, with practitioners in 47 states, across 1500 counties. Assisting in finances and kpi development in Excel and Google Sheets, along with being a key player in our in-house, WFM and CRM management system development. It was my job to keep schedules full, to tailor lists and time them appropriately, also leading the dialer team, utilizing five9. Working at the zip code level within our Medicare lists, I was at the top of the funnel for keeping our practitioners schedule occupancy at the highest possible level, achieving 90% occupancy on average. Training overseas WFM teams, remotely, as well as working hand-in-hand with every department in the operation. As a direct report to chief level officers and working alongside of operations, my knowledge of the industry, and keys to success grew over my six year tenure. Having built hundreds of dynamic Excel and Google Sheets tools, including customizable revenue projections, growth analysis with changeable inputs, VBA and Scripts to automate processes, user forms for database input, complete reformatting of large datasets for import to new systems and many performance dashboards for kpi and financial analysis and tracking. An Excel & Google Sheets Expert with over 18 years of experience, a bachelor’s degree in Finance, while earning a 4.0 GPA in my Management Information Systems, Minor coursework. Core Competencies: - Data management, transformation, automation, visualization, and discovery using Microsoft Excel and Google Sheets. - Contact Center Workforce, Operations, heatmaps in Excel - Automation of processes and reformatting of large (500,000 row+), data sets with VBA and Macros - Taking backend raw data and bringing it to life in frontend dashboards - Link live data to PowerPoint or Google Presentation, for clean, aesthetically pleasing views. - Pairing Excel or Google Sheets with CRM software and APIs - VBA for dynamic Excel functionality - User Forms in Excel - Dashboards in Excel and Google Sheets - KPI identification and visualization discovery - Support for streamlining business process and procedure automation Experience and Value: - Acumen; 18 years of managing teams, investigation and reporting of business data in several industries - High proficiency in Excel for dashboarding, presentation and data transformation for imports to new systems. - Very familiar with CRMs, both operations and data transformation, reporting and analysis - Strong work ethic; experienced in completing complex independent assignments, with strict deadlines for presentation to prestigious big business chiefs across several sectors - Effective communication skills - written, verbal and in person -Delivering results in an efficient, cost-effective means are a priority Next Steps: You can contact me directly, via private message, here on Upwork. We can start with a discovery call, where we can further discuss your business need, and how that need can be best fulfilled. WHAT OTHERS SAY ABOUT ME: "Will’s dedication to work can be seen in the extra efforts he has put into his role as a workforce analyst, furthering his knowledge of the business and taking initiative to improve processes through his unmatched abilities in MS Excel. I personally have utilized his reporting as a source of reference and problem solving. He took the lead on many of our team’s projects and filled in for me as the sole workforce department contact during any time I’ve had away from the office. This goes to show Will’s leadership qualities and his willingness to further his career potential." -Frank M, Director, Workforce Management "Feedback. Not only do I know that you completed the assignment. The skip tracing company that required the formatting so they could skip trace the owners has completed their work. The file you created needed no additional edits for them to complete their work. Thank you!" Jason - Upwork Client “William has done exceptional work. He works quickly, accurately, and is easy to work with. He brought my idea to life by creating a spreadsheet and PowerPoint that was intuitive to use and easy to understand." Paul H. | Executive Director Excel Growth Analysis Mar 2022 Verified