Excel Expert

Company Description Kate Marlowe, LLC is a professional services company that supports clients with data-driven solutions, process optimization, and business analytics. The organization partners with a variety of small and mid-sized businesses, helping them improve decision-making through structured data and clear reporting. Team members are encouraged to propose efficient methods and tools to streamline workflows and increase accuracy. The company values reliability, clear communication, and strong attention to detail. Remote collaboration and flexible engagement models are central to how Kate Marlowe, LLC works with both clients and contractors.

Role Description The Excel Expert role at Kate Marlowe, LLC is a remote, contract position focused on advanced spreadsheet design and data management. Day-to-day tasks include creating and maintaining complex Excel workbooks, building formulas, functions, and pivot tables, and developing dashboards and reports for internal and client use. The Excel Expert will clean, validate, and organize large datasets, automate recurring tasks using features such as macros or Power Query, and ensure data integrity across multiple files and sources. This role also involves collaborating with stakeholders to understand reporting requirements, translating business needs into structured templates, and documenting processes for future use and handoff. Contractors are expected to manage their own schedule, meet agreed deadlines, and communicate status and risks clearly in a remote working environment.

Qualifications

• Strong proficiency in advanced Excel features, including complex formulas, pivot tables, charts, and data validation.
• Experience with data manipulation and automation, such as using macros, Power Query, or similar tools to streamline workflows.
• Ability to design clear, user-friendly spreadsheets, templates, and dashboards that support business reporting and analysis.
• Solid analytical and problem-solving skills, with the ability to interpret data and identify trends, anomalies, and opportunities.
• Attention to detail and accuracy when entering, cleaning, and reviewing data, with established methods for quality control.
• Strong written and verbal communication skills for explaining spreadsheet logic and documenting processes to non-technical stakeholders.
• Comfort working independently in a remote setting, managing multiple tasks, and meeting deadlines in a contract-based environment.
• Prior experience in data analysis, finance, operations, or business analytics is beneficial.
• Familiarity with other data and reporting tools (e.g., Google Sheets, basic BI tools) is a plus.
• Relevant education or training in business, data analytics, finance, or a related discipline is preferred but not required.