Freelancer profile translated to English.
Back to original languageAbout Sara
I offer recurring collaboration (1-2 days per week) as external financial support for companies that need control and structure without hiring a full-time internal role.
Professional specialized inAdvanced Excel and Microsoft Dynamics 365**, with over **5 years of experience supporting SMEs and administrative teamsin task automation, data analysis, and improving their reports.
I help companiessave time, reduce errors, and make better decisionsthrough practical solutions adapted to their daily operations, without unnecessary technical complications.
How can I help you?
- Excel Automation (advanced formulas, pivot tables, Power Query)
- Creation of cleardashboards and reportsfor sales, finance, and internal control
- Data cleaning, analysis, and organization
- Functional support and process optimization inMicrosoft Dynamics 365
- Data integration betweenExcel and Dynamics 365
- Advanced administrative support withOffice 365
My working style
- I work **by the hour or by the day**, depending on client needs
- Clear and close communication, always inSpanish
- Practical, results-oriented approach
- Ideal for companies needingone-time or recurring support
My goal is for my clients to havereliable information, more agile processes, and greater control over their business.
If you need support in Excel, reporting, or Dynamics 365, I'll be happy to help.
Spanish
Native or bilingual
Catalan
Native or bilingual
English
Fluent
Remote only
Primarily works remotely
Experience
- CLIENTE CONFIDENCIAL (DEPARTAMENTO DE VENTAS)Automation of dashboards and KPIs from CRM in ExcelJanuary 2026 - Today (7 months)Creation of automated dashboards in Excel from data extracted from CRM.
- Automation of data extraction and processing from CRM
- Design of dashboards with sales and commercial performance KPIs
- Use of Power Query / advanced formulas for automatic updates
- Clear visualization for decision-making
Results:Availability of real-time updated reports and improvement in the team's decision-making - EMPRESA SECTOR SERVICIOSAutomation of commercial management Excel - CRMNovember 2025 - January 2026 (2 months)Automation of the data flow between Excel and CRM for tracking clients and commercial opportunities.
- Design of automated Excel sheets for CRM data import and export
- Automation of lead, status, and commercial pipeline updates
- Creation of sales reports and opportunity tracking
- Optimization of client and commercial activity control
Results:Improved sales pipeline control and reduced manual work for the sales team - CONFIDENCIAL (PYME)Automation of reporting and data analysis in ExcelNovember 2025 - Today (9 months)Automation of periodic reports in Excel for a commercial and financial department.
- Creation of VBA macros for data consolidation from multiple files
- Automation of monthly reports using pivot tables and advanced formulas
- Data cleaning and validation to reduce manual errors
- Standardization of templates for internal use
Results:Reduction in report generation time by over 60% and improvement in data quality
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Education
- Degree in Business Administration and ManagementUniversitat Oberta de Catalunya2020
- Business Administration and ManagementI.E.S. Manolo Hugué2009A.D.E.