Recurring Excel Data & Reporting Maintenance

We are a healthcare management company

Every month I maintain a set of Excel workbooks that tracks production, visit statistics, and performance KPIs. I’m looking for a dependable specialist who can take over the monthly cycle so the numbers are always up-to-date and the reports are ready on time.

Here’s what the routine looks like:
• Data entry – copy the latest raw figures from our source files (generated from our management system) into the master workbook, keeping formats and naming consistent.
• Formulas and calculations – refresh existing formulas, spot-check for errors, and adjust references when rows or columns shift. Typical functions include SUMIFS, VLOOKUP/XLOOKUP, INDEX-MATCH, and nested IF logic.
Important notes
• Manual workflow is fine; I don’t need VBA, macros, or Power Query at this stage.
• Accuracy, version control, and clear change notes are essential because the files are shared with finance and ops.
• Turnaround is once every month. I’ll send the raw data on the first business day; I need the finished reports back within three business days.
There will be a brief learning curve as the data you are inputting is very specific for our industry as well as our company.

If you’re comfortable with advanced Excel functions, have a sharp eye for detail, and can commit to a consistent monthly schedule, let’s get started.