FormulaSurge

About

Freelance Excel Expert Helping Businesses Work Smarter

I'm Jigar Savani, founder of FormulaSurge. I build dashboards, automations, and financial models in Excel for finance, operations and analytics teams. Remote-first, serving clients worldwide.

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

What I work in.

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.

Excel VBA

Macros for reconciliation, mail-merge, PDF export, scheduled refreshes and one-click report runs.

Power Query

Refreshable M-code pipelines that clean, merge, deduplicate and validate your source data.

Power BI

Data models, DAX measures, and self-serve dashboards built on top of your Power Query work.

Google Apps Script

Time-driven triggers, validation, mail-merge and Connected Sheets for BigQuery-scale data.

Financial Modeling

Three-statement models, budgets, scenario forecasts, sensitivity tables - auditable and team-owned.

Spreadsheet Audits

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 Query

How I work

Three principles, applied to every engagement.

01

Excel-native

No new platforms, no licenses, no migrations. Everything lives in the workbook your team already runs.

02

Built to be owned

Named formulas, documented sources, a checks tab. Your team can audit and extend the work without me.

03

Fixed scope, fixed price

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

10+ years in ExcelNamed senior ownerNDA signedFixed price, in writing30-day support

Have a workbook to discuss?

Tell me about your Excel project.

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.

  • A short call to understand your spreadsheets and decisions
  • A written scope with a fixed price before any build work
  • A senior pair of hands from day one - no juniors
  • Walkthrough and documentation at handover, every time

Founder-led

Senior-only

Direct channels

Talk to the
founder directly.

Founder
1
Account managers
0
Senior work
100%
  1. 1Call or WhatsApp
  2. 2Share the brief
  3. 3Quote fixed scope
Mutual NDA availableCalls scheduled in your timezone

Practice rules

Six rules the FormulaSurge practice runs on.

The same six rules on every engagement, every tool, every blog post. The practice was built around them - not the other way around.