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
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.
Flagship · Same client · Sheets → Web App2025–2026
Healthcare Operations & Billing System — Sheets to Web App
A continuous engagement for a US Healthcare Service Client: I first built the operational workflow in Google Sheets, then proposed and developed a production Web App frontend so users could work through a controlled interface instead of editing the underlying data sheet directly.
Google SheetsGoogle Apps ScriptHTML/CSS/JavaScriptGmailCalendar
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
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 System — Sheets to Web App
One continuous client relationship that began as a Google Sheets operations and reporting system, then evolved into a production Web App frontend after I proposed separating the user experience from the underlying data layer.
May 2025 – Jul 2026320 billed hours across 2 contracts5.0 / 5.0 on both contractsSame US client · 2 phases
Portfolio privacy note. This case study represents a real client system. The client is anonymized as “US Healthcare Service Client.” The Phase 1 spreadsheet image is a sanitized portfolio version based on the original Google Sheet; the Phase 2 Web App images are sanitized production screenshots. Patient-identifying information, confidential identifiers, internal URLs, credentials, and client-identifying branding are excluded from the public portfolio.
One client relationship · two Upwork contracts
Phase 1 · May 2025 – Mar 2026Google Sheets operations system
Built the client’s first structured operational interface in Google Sheets, combining data entry, updates, search, filters, archive controls, status tracking, billing fields, and reporting logic.
Phase 2 · Mar 2026 – Jul 2026Production Web App frontend
After the spreadsheet workflow had been in use for several months, I proposed a dedicated frontend so users could complete operational work without editing the Google Sheets data store directly.
My role across the engagementSpreadsheet Automation Specialist → Full-Stack Google Workspace Developer
I designed the first working solution in Google Sheets, supported the client as the workflow matured, identified the limitations of direct spreadsheet interaction, proposed the Web App architecture, and then built the frontend and supporting Google Workspace integrations.
01Problem
The client needed one structured way to manage healthcare operational records, visits, billing activity, provider assignments, scheduling, and reporting. A spreadsheet was the practical starting point, but as the workflow grew, users were still working directly inside the same Google Sheet that also held the operational data.
02Approach
I first turned Google Sheets into a controlled working interface using structured entry fields, dropdowns, validation, conditional formatting, search and filtering controls, update actions, archive functions, and status-driven tracking. After observing the workflow in use, I proposed separating the user interface from the underlying data layer.
03Solution
Phase 1 delivered the Google Sheets operations system that centralized the workflow. Phase 2 evolved that foundation into a role-based Web App for records, visits, billing visibility, weekly matrix reporting, provider workload, calendar workflows, dashboards, and Google Workspace integrations—without requiring users to edit the database sheet directly.
04Result
The client moved through an incremental solution path rather than replacing the working process all at once: spreadsheet system first, dedicated Web App second. The same client relationship continued across two Upwork contracts totaling 320 billed hours, and both contracts received 5.0/5.0 ratings.
Visual evidence — solution evolution
The images below show how the same client solution evolved. Phase 1 is a sanitized portfolio version of the original Google Sheets operations interface. Phase 2 uses sanitized production screenshots from the Web App.
Phase 1Google Sheets operations system
The first working interface centralized data entry, updates, filters, archive controls, status tracking, billing fields, and reporting directly in Google Sheets.
Google Sheets operations systemPhase 1 — the working spreadsheet interface that became the operational foundation for the later Web App.
Phase 2Production Web App frontend
The second phase moved day-to-day interaction into a dedicated frontend while retaining Google Sheets as part of the underlying data workflow.
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
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 part-time contracts · 2 clients
Freelance — Data Analysis, Spreadsheet Automation & Web Development
Worked across two clients in the US and Australia. For the US Healthcare Service Client, two consecutive contracts formed one continuous solution journey: I first built a Google Sheets operations system, then proposed and developed the production Web App frontend. A separate Australian contract focused on workforce and working-pattern analysis. All three contracts 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.
07
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 part-time Upwork contracts across two clients in the US and Australia. The two healthcare contracts are presented together below because they were consecutive phases of one client relationship.
5.0 / 5.0
320 billed hours across 2 contracts
May 2025 – Jul 2026
US Healthcare Service Client · one continuous relationship
Google Sheets Automation → Full-Stack Web App
Phase 1: Excel Spreadsheet Automation Specialist — built the Google Sheets operations and reporting system. Phase 2: Full-Stack Google Workspace Developer — proposed and built the Web App frontend so users no longer needed to edit the data sheet directly.
Analyzed large workforce datasets to support budgeting and operational decision-making, with a strong emphasis on accuracy in figure-heavy reporting.
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.