United States · New York City · Data cleaning

Hire an Excel data analyst in New York City.

The recurring New York data problem is entity matching: the same portfolio company, counterparty or property appearing under four spellings across a custodian file, an admin statement and an internal tracker. Totals agree, detail does not, and the difference only shows up in a drill-down.

  • Abhishek, MS Excel ExpertsAbhishek
  • Abhishek Singh, MS Excel ExpertsAbhishek Singh
  • Akhilesh, MS Excel ExpertsAkhilesh
  • Prahalad, MS Excel ExpertsPrahalad
  • Shakti, MS Excel ExpertsShakti

Meet the specialists behind your project.

A remote team of Excel and spreadsheet specialists. You work directly with the person building your file, from the first question to the final handover. More about us.

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A typical job here

Reconcile a custodian file against an internal position tracker.

Typically 8–16 hours. Unusual cases land outside that, and we say so in the estimate rather than discovering it halfway through.

Where this job sits. Against the full range of work we take on, from a one-hour fix to a model rebuild.
0h10h20h30h40h 8–16h Reconcile a custodian file against an internal position tracker
Typical hours
Reconcile a custodian file against an internal position tracker8–16 hours
SERVICE AREANew York City, New York
TYPICAL HOURS8–16 hours
ESTIMATE TURNAROUNDWithin one working day

Why New York City specifically

Where this work comes from.

Clients for this are typically in Midtown, the Financial District, Long Island City and Downtown Brooklyn, across investment and asset management, commercial real estate, media, and professional services firms billing by the hour. Deal models, portfolio packs and month-end consolidations that have to survive review.

For the wider picture of what we see in this market — the recurring problems, the source systems, how the time difference plays out — the New York City guide covers it properly rather than repeating it on every service page.

01

Estimate first

8–16 hours is typical here. You get a number in writing before we start.

02

Then the work

Unlocked files, documentation, recorded handover.

Full guide

Everything we do in New York City.

This page covers one service. The city guide covers the whole picture, including the problems we see most in this market.

Excel experts in New York City

Scope

What a excel data analyst does for you.

Two of the things this covers most often for New York City clients. The data cleaning page sets out the full scope and method.

01

Repeatable cleaning pipelines

Power Query or Python transformations you can rerun, not a one-time manual cleanup.

02

Deduplication and matching

Fuzzy matching across sources that never quite agree on how a name is spelled.

  1. 01

    Define the rules

    What counts as a duplicate, what happens to a blank, how a bad date is handled — written down and agreed.

  2. 02

    Document the exceptions

    The records that could not be resolved automatically, listed rather than quietly dropped.

Need to check a feature before hiring? Read Microsoft’s official Excel help and learning for formulas, PivotTables, importing data and troubleshooting.

Questions

Excel data analyst in New York City — questions.

Answers for this service in this market, including the ones that might cost us the job.

Ask us something else
Two systems disagree by a small amount every month. Is that worth fixing?

Usually yes, because a small recurring difference is rarely random — it is a rule difference that will eventually produce a large one. The useful deliverable is the explanation of why they differ, not a merged file that hides it.

Will I be able to run it again myself?

That is the point. Power Query steps are visible and rerunnable, and we document the process. If you would rather we run it each cycle we can, but you should not need us to.

How do you handle a model that has to be audit-ready?

We keep assumptions in one place, avoid hard-coded numbers inside formulas, add reconciliation checks that fail loudly, and write a short update procedure that lives in the file. None of that is exotic — it is just discipline that gets skipped when a model grows under deadline pressure.

Related

Other specialists for New York City.

Most projects touch more than one of these. We scope them together rather than selling them separately.

Start with the problem

Need a excel data analyst in New York City?

Send the workbook or describe the problem. An hours estimate back within a day, at no cost and no obligation.

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A short introduction

See how we work before you get in touch.

A short introduction to our Excel and spreadsheet work.

What this video shows

The short introductory video shows spreadsheet tables and dashboards, a person working on a laptop, and a message inviting viewers to post their project.