Finance and accounting operations
10 Excel experts
These ten Excel experts hold or have held roles built around Microsoft Excel, with titles such as Excel Specialist, Excel Expert and Senior Excel and VBA Developer. A reader can learn from them how an Excel expert approaches spreadsheet models, VBA automation and reporting, and when a spreadsheet tool is the right answer.
Professionals to explore
01—10Fiona Mackay
LinkedInExperience: Senior Excel and VBA Developer · Hewlett Packard Enterprise
Senior Excel and VBA Developer at Hewlett Packard Enterprise since 2023. Former roles include Excel Specialist at Charles Stanley (2014–2023), Advanced Excel and VBA Instructor at Kubrick Group (2016–2019), Database Developer at Collinson Group (2010–2019) and Independent Computer Software Professional (Self Employed, 1998–2023). The profile describes the aim of helping clients unlock Excel's full potential.
Giuseppe Giambalvo
LinkedInExperience: Process Automation Specialist and Excel Consultant · Effinovate
Process Automation Specialist and Excel Consultant at Effinovate since 2021, and former Customer Support Analyst at Acturis Limited (2018–2020). The profile describes helping owner-managed businesses replace repetitive tasks and fragile spreadsheets with automation built on Excel and VBA, Google Sheets, Zapier, Make.com and API integrations.
Jörg Scheibe
LinkedInExperience: Selbstständiger Excel VBA-Entwickler Automatisierung & Datenanalyse · Jörg Scheibe | Excel/VBA Programmierung & Support
Selbstständiger Excel VBA-Entwickler Automatisierung & Datenanalyse at Jörg Scheibe | Excel/VBA Programmierung & Support since 2009. Other roles include Excel VBA-Entwickler im BI-Team 2nd Level Support, Bugfixing & Oracle-SQL-Anbindung at Athlon Germany since 2025. The German-language profile describes tailor-made Excel solutions for companies, public authorities and organizations, with a focus on automation.
Kunj S.
LinkedInExperience: Independent Microsoft Excel and Business Consultant · Self-Employed
Self-employed Independent Microsoft Excel and Business Consultant since 2017. Other roles include General Manager at Furniture B2C since 2018 and former roles as Pricing Evaluator, Pricing Direct (2016) and Associate (2013–2015) at J.P. Morgan. The profile describes optimisation of financial, operational and MS Excel/VBA processes in accounting, derivatives, equities and fixed income pricing, and its headline lists VBA, Power Query, DAX and LET/LAMBDA work.
Mary Clinton
LinkedInExperience: Founder, In The Sheets Financial Modeling, Dashboards & Forecasting (Excel, Power BI) · In The Sheets
Founder, In The Sheets Financial Modeling, Dashboards & Forecasting (Excel, Power BI) at In The Sheets since 2025. Former roles include Sr. Sales Analyst at The Mosaic Company (2021–2025), and Senior Financial Analyst (2018–2021) and Senior Accountant (2017–2018) at Novelis. The profile describes building financial models, dashboards and forecasting systems in Excel and Power BI that turn messy spreadsheets and disconnected data into decision-ready tools.
Muhammad Zeeshan Ashraf
LinkedInExperience: Excel Expert · Upwork
Excel Expert on Upwork since 2024, and Excel And Lead Gen Expert on Freelancer.com since 2023. Former roles include Excel Expert at Digital Applications (2022–2023) and Lead Generation Specialist at SolutionIT (2021–2022). The profile headline describes Excel and VBA automation work that builds custom tools for business teams.
Pramod Fernando
LinkedInExperience: Excel Expert Excel Tutor VBA Solution Provider · Upwork
Excel Expert Excel Tutor VBA Solution Provider on Upwork since 2026, and Corporate Excel Trainer at Loku Business Skills since 2026. Other roles include Mr Excel Sri Lanka - Content Creator on TikTok (2024–2025) and Assistant Manager - Business Analyst at Hirdaramani Group (2023–2026). As a corporate trainer, the profile describes delivering department-focused Excel training based on real business requirements.
Robert Pfeifer
LinkedInExperience: Excel Specialist · EXL Optimization
Excel Specialist at EXL Optimization since 2016. Former roles are DIrector, Operations Performance and Analytics (2014–2016) and DIrector, Global Customer & Product Support Operations (1997–2014) at Wiley, and Manager, Fulfillment Operations at Penguin Publishing Group (1990–1997). The profile describes designing simple, user-friendly Excel spreadsheet tools that give clients the information and analysis they need for strategic decisions.
Robert Terry
LinkedInExperience: Consultant · ExcelAccessConsultant.com
Consultant at ExcelAccessConsultant.com and Consultant at Infodatix since 2010. Former roles include Director, Financial Planning and Analysis at CareerStep (2009–2010) and Senior Financial Analyst at Altius Health Plans (1998–1999). The profile describes ExcelAccessConsultant as niche IT services for anything related to MS Excel and MS Access, alongside custom business software and reporting analytics work through Infodatix.
Yonathan S.
LinkedInExperience: Microsoft Excel Specialist · Freelance
Freelance Microsoft Excel Specialist since 2025. The profile headline lists data modeling, VBA automation, formulas and visualization, and the profile describes providing Excel solutions to clients since beginning freelance work in January 2025, with the aim of helping people use Microsoft Excel more effectively.
Choose the right perspective
Match the person's focus to your problem, since some Excel experts concentrate on VBA automation, others on financial models and dashboards, and others on training teams. Ask to see a comparable workbook or tool they built and how they document it so your team can maintain it.
Questions to take into the conversation
- 01Should we fix this process with a better Excel workbook, VBA automation, Power Query or a different tool altogether?
- 02How do you structure a complex Excel model so others can audit, update and trust it?
- 03What would you change first to make our reporting spreadsheets faster and less error-prone?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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