About the author

Jigar Savani

Founder & Principal Consultant, FormulaSurge

I'm a senior Excel practitioner. I build dashboards, automations and financial models in Excel for finance, operations and analytics teams. The practice is remote-first; every engagement has me as the named owner from first reply to recorded walkthrough at handover.

Hire me WhatsApp

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.

Credentials

Why clients trust the work.

10+ years in Excel

First as a finance analyst running month-end close workbooks, and now as an independent Excel consultant through FormulaSurge.

Hands-on across the Excel stack

Formulas, Power Query, Power Pivot / DAX, VBA, Office Scripts and Google Apps Script - the tools behind dashboards, reconciliations, automations and financial models.

Remote-first practice

Every engagement runs over call, screen-share and WhatsApp with the same fixed scope, fixed price, written handover regardless of city.

Senior-only delivery

One named owner from first reply to recorded walkthrough at handover. No juniors, no quote-on-callback, no open-ended billing.

What I deliver

Five engagement shapes.

Excel automation - Power Query pipelines, VBA macros, scheduled refreshes
Dashboard design for CFOs and plant heads - 5-7 KPIs, one-page executive view
Spreadsheet audits - 7 mechanical checks on inherited workbooks
Financial modeling - three-statement models, budgets, scenario forecasts
Data cleaning and ETL - multi-source reconciliation, validation rules

Topics I write about

Excel automationPower Query (M)Power Pivot & DAXVBA macrosFinancial modelingDashboard designSpreadsheet auditingData cleaning

Written by Jigar.

Practical Excel patterns. Free, no signup, written for senior practitioners.

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