The posting
Position: Automation Specialist
Number of hours: TBD
Schedule: UK Timezone
Key Responsibilities
- Review existing form-to-spreadsheet workflows and analyze current data processing methods
- Reverse engineer spreadsheet calculations to understand how metrics and reports are generated
- Identify required metrics, data points, visualizations, and report outputs for the new dashboard
- Configure Power BI to connect with Microsoft Forms or other data collection systems
- Clean, transform, and structure collected data to support accurate reporting
- Build reusable data models and automated processes for ongoing data imports
- Design and develop interactive dashboards with filters, charts, graphs, and visualizations
- Replicate and improve existing reporting processes through structured dashboard design
- Enable automated export of reports in PDF or PowerPoint format for internal and client use
- Test dashboards using live data to ensure accuracy and system connectivity
- Provide documentation of the automation workflow and dashboard setup
- Conduct walkthroughs, demos, and training sessions for internal teams
Qualifications
- Proven experience in automation, data workflows, or dashboard development
- Strong experience with Power BI, data modeling, and data visualization
- Experience integrating data from Microsoft Forms, spreadsheets, or similar platforms
- Strong data cleaning, transformation, and reporting skills
- Ability to analyze complex spreadsheets and reverse engineer formulas or metrics
- Knowledge of automation processes and data pipeline creation
- Strong analytical, problem-solving, and documentation skills
- Excellent communication skills with the ability to explain technical processes to non-technical users



