Rehan

Excel & Google Sheets Automation Specialist | Dashboard & Data Systems Expert

May 2019 - Present • 7 yrs

• Design and build advanced spreadsheet systems that automate complex workflows, replacing manual processes with fast, reliable, and scalable solutions. • Develop interactive dashboards in Excel and Google Sheets that transform raw data into clear visual insights for finance, operations, and business performance tracking. • Expert in advanced formulas and dynamic data models using functions such as LET, INDEX, MATCH, FILTER, dynamic arrays, and complex nested logic. • Build fully automated financial trackers and reporting systems including budgets, transaction logs, savings trackers, and multi-sheet financial dashboards. • Implement Google Sheets automation using dynamic formulas, structured data architecture, and workflow logic to streamline reporting and data processing. • Create date-driven models and allocation systems that automatically distribute expenses, revenues, or lump-sum payments across months or reporting periods. • Develop attendance, payroll, and operational tracking systems with automated calculations, conditional logic, and performance monitoring. • Perform data cleaning, restructuring, and transformation, converting messy datasets, exported reports, and PDFs into organized analysis-ready spreadsheets. • Optimize large and complex spreadsheets to ensure fast calculations, stable performance, and long-term scalability. • Deliver clean, user-friendly spreadsheet solutions with clear input areas, automated processing, and professional dashboards that businesses can use confidently.

QuickBooks Online & Xero Bookkeeping Specialist | Financial Records & Reconciliation Expert

Apr 2019 - Present • 7 yrs 1 mo

• Provide professional bookkeeping services using QuickBooks Online and Xero, helping businesses maintain accurate, organized, and audit-ready financial records. • Perform complete bookkeeping setup, including chart of accounts structuring, bank and credit card integrations, and system configuration tailored to business operations. • Handle bookkeeping cleanup and catch-up projects, organizing months or years of backlogged transactions and correcting misclassified entries. • Conduct bank, credit card, and payment gateway reconciliations to ensure financial records match actual balances and transactions. • Categorize and record income, expenses, invoices, bills, and journal entries in accordance with proper accounting practices. • Prepare monthly financial reports including Profit & Loss, Balance Sheet, and Cash Flow statements to support business decision-making. • Maintain accurate transaction categorization and vendor/customer records to keep books structured and easy to review. • Support small businesses, freelancers, and online businesses with reliable bookkeeping systems that simplify financial management. • Ensure books remain clean, consistent, and ready for accountants or tax preparation.