Analyze large, complex Excel workbooks used by FP&A and Finance teams
Identify root causes of Excel freezing, hanging, or crashing (e.g.:
Excessive or volatile formulas
Inefficient lookups or array formulas
Broken or legacy external links
Unused named ranges, hidden sheets, or circular references
File bloat, poor data structures, or manual workarounds)
Reproduce reported issues reliably and document findings clearly
Simplify and refactor Excel formulas without changing outputs
Clean up obsolete logic, links, and unused objects
Optimize data models and calculation chains for performance
Recommend where Power Query, Power Pivot, or structured tables should replace legacy approaches
Improve workbook stability while preserving business intent and outcomes
Determine whether issues are workbook-related or tied to:
Laptop hardware constraints (CPU, RAM, storage)
Excel version or add-ins
OS or desktop configuration
Partner with Desktop Engineering to validate hardware recommendations if needed
Document changes made and performance gains achieved
Translate “tribal knowledge” logic into understandable documentation
Provide practical recommendations for:
Future Excel design standards
Reducing long-term risk until formal planning tools are implemented

Deep expertise in advanced Microsoft Excel, including:
Large datasets and complex financial models
Advanced formulas and calculation chains
Excel performance tuning and troubleshooting
Strong understanding of:
Power Query, Power Pivot, and data modeling concepts
Common causes of Excel performance degradation in finance environments
Proven experience supporting Finance with mission-critical workbooks
Ability to work with poorly documented, legacy Excel files and rapidly make sense of them
Hands-on, pragmatic problem solver who can deliver improvements quickly
Background in Desktop Engineering or End-User Computing
Experience assessing hardware vs. application performance constraints
Familiarity with enterprise-scale Excel governance or model-risk mitigation
Experience using AI tools to analyze or refactor Excel models

Excel Performance Optimization Specialist – Temporary, 3 months

Key skills