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Operations & Data Analyst — Reporting, Dashboards & Workflow Automation

I turn operational data and manual workflows into reports, dashboards, and practical business tools.

More than a decade in BPO and e-commerce operations, with hands-on experience in reporting, data quality, automation, client-facing analytics, and production workflow applications.

Operations & BPO experience 10+ yrs
Upwork client rating 5.0 / 5.0
Upwork engagements 3
Client relationships 2 — US & Australia
02

About

I started in customer support and gradually moved toward the systems behind the work: performance reports, data checks, shared trackers, dashboards, quality workflows, and operational tools. That progression took me from frontline support to SME, Data Analyst, Quality Analyst, Team Leader, and senior leadership roles supporting a large e-commerce account.

At Office Partners 360, supporting Wayfair, I worked across product-data accuracy, quality monitoring, internal tools, KPI reporting, and client-facing operations. In senior leadership, I developed and managed dashboards and performance trackers using Google Sheets and Looker Studio, with hands-on SQL and BigQuery work supporting the reporting process.

Since 2025, I have applied that same operational perspective across three concurrent part-time Upwork engagements for two clients in the US and Australia. One client relationship evolved from spreadsheet automation into a production healthcare workflow application: I first built the operational solution in Google Sheets, then proposed and developed a Web App frontend so users could work through a controlled interface instead of editing the underlying Google Sheets data store directly. I am continuing to deepen my analytics capability while building on real reporting, operations, and automation experience already used in client environments.

Based inPhilippines · remote, cross-timezone
EducationBS Computer Engineering
Core toolsExcel · Sheets · Looker Studio · SQL · BigQuery · Apps Script
StrengthOperations context + data + automation
Current directionDeeper analytics and reporting roles
03

Featured Work

Real freelance and employment work. Confidential material is anonymized; sanitized production screenshots are used where permitted, and any recreated visuals are clearly labeled.

Dashboards & reporting2022–2025

Operational Dashboard & KPI Reporting

Developed and managed reporting for a distributed e-commerce team, using Google Sheets, Looker Studio, SQL, and BigQuery while serving as a primary client reporting contact.

Looker StudioSQLBigQueryGoogle Sheets
Data analysis2025–2026

Workforce Data & Working-Pattern Analysis

Analyzed shift incidences, durations, and employee working patterns in Excel to support budgeting and operational planning.

ExcelLarge datasetsReporting
Phase 1 · Spreadsheet automation2025–2026

Excel & Sheets Reporting Automation

Built spreadsheet-based reporting and workflow tools for the same US Healthcare Service Client. The Google Sheets solution became the working foundation for the later Web App frontend.

ExcelGoogle SheetsAutomation
E-commerce data2019

Product & SKU Data Management

Resolved client-submitted product-data issues across large Excel workbooks so listings remained accurate, consistent, and sellable online.

ExcelJiraData quality
Quality & internal tools2019–2021

Quality Monitoring & All-In-One Access Portal

Built the team’s first centralized access portal and supporting Sheets trackers while leading ticket audits, calibration, coaching, and client quality reporting.

Google SitesGoogle SheetsQA

Flagship case study · Freelance · Upwork

Healthcare Operations & Billing Workflow Application

The second phase of a US Healthcare Service Client solution that began in Google Sheets and evolved into a production Web App frontend for operational tracking, reporting, and billing-related workflows.

Mar 2026 – Jul 2026 108 billed hours 5.0 / 5.0 Same client · Phase 2
Portfolio privacy note. This case study represents a real production system. The client is anonymized as “US Healthcare Service Client.” Patient-identifying information, confidential identifiers, internal URLs, and credentials are excluded from this public presentation. The screenshots below are sanitized views from the live production system shared with permission, with the client name anonymized and sensitive details hidden or obscured.
Same-client project evolution
Phase 1 · May 2025 – Mar 2026 Spreadsheet automation

Built the client’s initial reporting and operational workflow in Excel and Google Sheets, with the healthcare workflow running in Google Sheets.

Upwork · 212 billed hours · 5.0 / 5.0
Phase 2 · Mar 2026 – Jul 2026 Web App frontend

Proposed a dedicated frontend so users could complete operational work without editing the underlying Google Sheets data store directly.

Upwork · 108 billed hours · 5.0 / 5.0
My role Full-Stack Google Workspace Developer

Proposed and built the Web App phase after first delivering the client’s spreadsheet-based workflow, combining frontend development, operational workflow design, reporting logic, and Google Workspace integration.

01 Problem

The client initially needed a structured way to manage records, visits, billing activity, provider workload, scheduling, and reporting. I first built the workflow in Google Sheets, but as the solution matured, having users work directly inside the spreadsheet that also served as the data store became a limitation.

02 Approach

I used the working Google Sheets solution as the operational foundation, observed how the workflow was being used, and proposed separating the user interface from the underlying data layer. I then designed the Web App around the same day-to-day processes rather than forcing users to interact directly with the Google Sheets data store.

03 Solution

I built a role-based production Web App that lets users manage searchable records, visits, billing visibility and weekly matrix reporting, provider workload views, dashboards, and calendar workflows through a dedicated frontend while Google Sheets remains part of the underlying data layer, with Gmail and Calendar integrations supporting the workflow.

04 Result

The client moved from a spreadsheet-first operating model to a dedicated frontend for the core workflow, reducing the need for users to edit the underlying Google Sheets database directly. The Web App engagement concluded after 108 billed hours with a 5.0/5.0 Upwork rating.

Visual evidence

These are sanitized screenshots from the production application. The client name has been anonymized as US Healthcare Service Client, patient-level information is hidden, and sensitive details are omitted or obscured for public presentation.

Secure loginRole-based portal access for operational users entering the system.
Operational dashboardTop-level visibility into visits, pending billing, chart completion, active patients, workload, and recent activity.
Records workspaceSearchable records view supporting updates, actions, date filters, and day-to-day operational tracking.
Admin controlsExpanded administration view with list management, user administration, and team-activity navigation.
Billing weekly matrixBilling-focused reporting for filtering by billing month and week and generating a structured weekly matrix.
Session timeoutSecurity-oriented session expiration after user inactivity.
Google Apps ScriptGoogle SheetsGmail integrationGoogle CalendarHTML/CSS/JavaScriptWorkflow automation
05

Additional Case Studies

Operational Dashboard & KPI ReportingEmployment project
Office Partners 360 · Wayfair accountAug 2022 – Apr 2025Sheets · Looker Studio · SQL · BigQuery
Problem

A distributed e-commerce team needed consistent visibility into performance metrics and priorities across client and internal stakeholders.

Approach

Developed and managed dashboards and trackers using Google Sheets and Looker Studio, with hands-on SQL and BigQuery work supporting the reporting process.

Solution

Combined dashboard maintenance with a recurring client-reporting rhythm, weekly reviews, and cross-timezone coordination.

Result

Supported a reliable reporting process for roughly three years while serving as a primary contact for client reporting needs and performance metrics.

Workforce Data & Working-Pattern AnalysisFreelance client work
Upwork · concurrent part-time engagementNov 2025 – Jul 2026206 hrs · 5.0/5.0Excel
Problem

The client needed dependable analysis of shift incidences, durations, and employee working patterns for budgeting and operational planning.

Approach

Worked directly with large, figure-heavy Excel datasets and applied careful validation to maintain reporting accuracy.

Solution

Translated raw working-pattern data into reports the client could use for budgeting and operational decisions.

Result

Completed 206 billed hours with a 5.0/5.0 client rating and a strong emphasis on accuracy throughout the engagement.

Excel & Google Sheets Reporting AutomationFreelance client work
Upwork · same US Healthcare Service Client · Phase 1May 2025 – Mar 2026212 hrs · 5.0/5.0Excel · Google Sheets
Problem

The client needed a more structured way to manage recurring reporting and operational tracking without relying on repetitive manual updates.

Approach

I designed custom Excel and Google Sheets trackers using advanced formulas, structured logic, and conditional formatting. For the healthcare workflow, Google Sheets became the initial operational interface and data foundation.

Solution

The spreadsheet-based workflow automated recurring status and reporting steps and gave the client a working system that could be used before investing in a dedicated frontend.

Result

After several months of use, I proposed the next architectural step: a Web App frontend so users would no longer need to edit the underlying Google Sheets database directly. This became the foundation for the flagship healthcare application. The spreadsheet engagement concluded after 212 billed hours with a 5.0/5.0 rating.

E-commerce Product & SKU Data ManagementEmployment project
Office Partners 360 · Wayfair accountJan 2019 – Aug 2019Excel · Jira
Problem

Client-submitted tickets identified product and SKU issues that could leave listings inaccurate or unsellable online.

Approach

Reviewed variations, product names, options, details, and highlights against client requirements across large Excel workbooks.

Solution

Investigated discrepancies, applied corrections, and tracked each request through Jira.

Result

Processed high-volume product updates while maintaining accuracy, consistency, and workflow transparency.

Quality Monitoring & Internal Access PortalEmployment project
Office Partners 360 · Wayfair accountAug 2019 – Mar 2021Google Sites · Google Sheets
Problem

The team lacked a centralized place for shared resources and needed a consistent quality-review process.

Approach

Built the team’s first All-In-One Access portal and supporting Sheets trackers, while auditing agent-executed tickets against client standards.

Solution

Combined the portal with calibration meetings, targeted coaching, and recurring client quality feedback.

Result

Established a centralized internal access tool and a consistent quality-reporting rhythm with the client.

06

Experience

May 2025 – Jul 2026
Upwork · 3 concurrent part-time engagements · 2 clients

Freelance — Data Analysis, Spreadsheet Automation & Web Development

Worked across two clients in the US and Australia. For the US Healthcare Service Client, the engagement progressed from spreadsheet automation into a production Web App after I proposed separating the user-facing workflow from the Google Sheets data layer. A separate Australian engagement focused on workforce data and working-pattern analysis. All three Upwork engagements received 5.0/5.0 ratings.

Aug 2022 – Apr 2025
Office Partners 360 · Wayfair account

Head Team Lead → Senior Team Lead

Developed and managed internal dashboards and performance trackers, supported reporting with SQL/BigQuery, led weekly client/internal reviews, and served as a primary point of contact for reporting needs.

Mar 2021 – Aug 2022
Office Partners 360 · Wayfair account

Team Leader

Managed coaching and client-call calendars, led one-on-one and team coaching, tracked actions from meetings, and coordinated daily with client stakeholders on goals and KPIs.

Aug 2019 – Mar 2021
Office Partners 360 · Wayfair account

Quality Analyst

Built an internal access portal and Sheets trackers, audited tickets, led calibration, coached outliers, and reported quality performance to the client.

Jan 2019 – Aug 2019
Office Partners 360 · Wayfair account

Data Analyst

Corrected high-volume product and SKU data in Excel and resolved client-submitted listing issues tracked through Jira.

Jul 2016 – Jun 2018
247.ai Philippines

Subject Matter Expert

Provided operational support, prepared daily team and individual performance reports, coached teammates, and monitored progress against monthly targets.

May 2015 – Jul 2016
247.ai Philippines

Chat Support Representative

Handled real-time customer support for billing, purchases, account changes, and product concerns.

Feb 2014 – Apr 2015
Qualfon Philippines

Customer Support Representative

Supported telecommunications customers, diagnosed handset issues, and created escalation/support tickets.

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Skills

Data & Reporting

  • Excel: advanced formulas, VLOOKUP, pivot tables
  • Google Sheets
  • Looker Studio
  • SQL
  • Google BigQuery
  • KPI reporting & trend analysis
  • Dashboard creation

Automation & Development

  • Google Apps Script
  • Excel macros
  • Formula-driven automation
  • Conditional-formatting systems
  • Workflow automation
  • HTML/CSS/JavaScript web apps

Operations

  • Operations reporting
  • E-commerce product/SKU management
  • Quality monitoring & calibration
  • Process documentation
  • Client & stakeholder communication
  • Team leadership & coaching

Platforms

  • Google Workspace
  • Microsoft Office
  • Jira
  • Slack
  • Google Sites
  • Canva
08

Upwork

Three concurrent part-time engagements across two clients in the US and Australia. The two healthcare engagements belong to the same client relationship and show the solution evolving from spreadsheet automation into a production Web App.

5.0 / 5.0
108 billed hours
Mar 2026 – Jul 2026
US Healthcare Service Client · Phase 2

Full-Stack Google Workspace Developer

Proposed and built the Web App frontend that evolved the client’s earlier Google Sheets workflow into a controlled production interface.

View case study →
5.0 / 5.0
206 billed hours
Nov 2025 – Jul 2026

Excel Data Analyst for Working Patterns

Analyzed large workforce datasets for budgeting and operational decision support.

5.0 / 5.0
212 billed hours
May 2025 – Mar 2026
US Healthcare Service Client · Phase 1

Excel Spreadsheet Automation Specialist

Built the spreadsheet-based reporting and operational workflow that later became the foundation for the client’s Web App.

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Résumé

A public-facing résumé is included with the phone number removed. It covers the roles, dates, tools, and freelance experience referenced in this portfolio.

Download public résumé
10

Contact

Open to operations analyst, reporting analyst, e-commerce data, analytics-support, and reporting/automation opportunities.

Expanded project screenshot