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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
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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.

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
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 2026 Google 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.

Upwork title: Excel Spreadsheet Automation Specialist · 212 billed hours · 5.0 / 5.0
Phase 2 · Mar 2026 – Jul 2026 Production 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.

Upwork title: Full-Stack Google Workspace Developer · 108 billed hours · 5.0 / 5.0
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. The selected views below show the strongest evidence of the operational, reporting, and security layers of the Web App.

Operational dashboardTop-level visibility into visits, pending billing, chart completion, active patients, provider workload, and recent activity.
Visiting dashboardVisit-focused workflow with filters for patients, facilities, providers, and diagnoses, plus seen/not-seen status and next-visit monitoring.
Master List dashboardFacility census and a searchable master view for reviewing the latest patient visit information across facilities.
Facility performance dashboardAnalytics view combining operational KPIs, visit trends, facility census, and follow-up items that need attention.
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
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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.

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.

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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.

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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
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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.

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

Excel Data Analyst for Working Patterns

Analyzed large workforce datasets to support budgeting and operational decision-making, with a strong emphasis on accuracy in figure-heavy reporting.

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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