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.
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.
Current directionDeeper analytics and reporting roles
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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.
Expanded an existing Google Sheets-based workflow for a US Healthcare Service Client into a production Web App frontend, bringing records, visits, billing, provider workload, dashboards, and reporting into a controlled operational interface.
Google Apps ScriptGoogle SheetsGmailCalendarWeb app
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.
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.
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 2026Spreadsheet 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 2026Web 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 roleFull-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.
01Problem
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.
02Approach
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.
03Solution
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.
04Result
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
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
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
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.
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.
09
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.