Excel-native
No new platforms, no licenses, no migrations. Everything lives in the workbook your team already runs.
I've spent over a decade in Excel - first as a finance analyst building month-end close workbooks. FormulaSurge is my new independent practice, where I now take on freelance projects. The work spans Excel automation (Power Query pipelines, VBA macros, scheduled refreshes), dashboard design for CFOs and plant heads, end-to-end data analysis work, and three- statement financial modelling.
The practice is new and remote-first, open to clients anywhere - every project runs on call, screen-share and WhatsApp, with the same fixed scope, fixed price, and written handover regardless of the city.
The rule I run the practice by is simple: every engagement has a named senior owner (me) from the first call to the recorded walkthrough at handover. No juniors, no quote-on-callback, no open-ended billing. If your workbook needs a senior pair of hands, send me a message.
Skills & tools
Six core disciplines, all delivered in the Excel your team already runs. Every skill ships with a written spec, a checks tab, and a 30-day support window.
Macros for reconciliation, mail-merge, PDF export, scheduled refreshes and one-click report runs.
Refreshable M-code pipelines that clean, merge, deduplicate and validate your source data.
Data models, DAX measures, and self-serve dashboards built on top of your Power Query work.
Time-driven triggers, validation, mail-merge and Connected Sheets for BigQuery-scale data.
Three-statement models, budgets, scenario forecasts, sensitivity tables - auditable and team-owned.
Seven mechanical checks on inherited workbooks before your team trusts the numbers.
Daily tools
Microsoft Excel 365Power Query (M)Power Pivot & DAXPower BI DesktopGoogle Apps ScriptVBA & Office ScriptsPower AutomateSharePoint ListsTally / Zoho / SAP exportsREST APIs via Power QueryHow I work
No new platforms, no licenses, no migrations. Everything lives in the workbook your team already runs.
Named formulas, documented sources, a checks tab. Your team can audit and extend the work without me.
Written Definition of Done before any build starts. If something misses spec, I fix it at my cost.
New
Independent practice
Remote
Worldwide delivery
Excel
Sole platform
Senior
Every engagement
Have a workbook to discuss?
Whether you have a messy file or a month-end process that eats a week of your team's time, I'd like to hear about it. Reply within one working day with a fixed scope and price.
Founder-led
Direct channels
Practice rules
The same six rules on every engagement, every tool, every blog post. The practice was built around them - not the other way around.
Norm 01
Every engagement is led by the founder. No account managers, no juniors learning on your time, no 'team of consultants' overhead.
Norm 02
We don't sell Power BI, Tableau or Looker builds. Excel is the craft and the specialism - done for 10+ years, not as a side offering.
Norm 03
Every engagement runs on a fixed scope and fixed price. No hourly billing, no open-ended retainers, no 'we'll see how it goes'.
Norm 04
A standard mutual NDA is sent before any workbook or data is exchanged. Your workbooks stay inside the engagement, full stop.
Norm 05
Every build ships with a one-page written spec, named modules and a recorded walkthrough. Your team owns the code after we leave.
Norm 06
30 days of support after every handover. Tweaks, edge cases, follow-up questions - included, no ticket queues, no per-question billing.