Excel Technical With VBA

We are seeking a hands on Excel Technical Consultant who blends advanced Excel and VBA development with solution architecture awareness. This role is ideal for someone who thrives at the intersection of technical execution and business impact not just building Excel solutions, but ensuring they are performant across Citrix, Azure, cloud laptops, and desktops.

This is not an infrastructure role. The focus is on Excel solution development, optimization, and user enablement in enterprise environments.

Key Responsibilities

Excel and VBA Development: Design, build, and optimize complex Excel models, Power Query routines, and VBA macros.

Solution Architecture: Analyze Excel workload patterns and recommend environment sizing such as vCPU, vRAM, Citrix, Azure, and cloud setups.

Business Engagement: Collaborate with business users to understand needs and deliver practical, scalable Excel solutions.

Documentation and Training: Create user guides, best practices, and deliver coaching to technical and non-technical users.

Continuous Improvement: Gather feedback, monitor performance, and iterate solutions for better user experience and business outcomes.

Primary Skills (Must-Have)

Advanced Excel Development: Deep expertise in formulas, pivot tables, and data modeling

VBA Programming: Strong experience writing, debugging, and optimizing VBA

Power Query and Power Pivot: Data transformation and modeling using Power Query

Performance Optimization: Troubleshooting slow workbooks, reducing file size, and improving responsiveness

Solution Architecture Awareness: Understanding of Citrix, Azure Virtual Desktop, and cloud-hosted Excel environments

Business Analysis: Ability to translate business needs into Excel-based solutions

User Enablement: Coaching, training, and documentation for Excel users

Excel 2016 and Microsoft 365 Expertise: Familiarity with modern Excel features and compatibility issues

Secondary Skills (Good-to-Have)

Insurance or Finance Domain Knowledge: Familiarity with workflows and data in insurance or financial services

Legacy Excel Modernization: Experience refactoring old Excel models and VBA code

Cloud Environment Awareness: Understanding of how Excel behaves in Citrix, Azure, and cloud laptops

User Segmentation and Sizing: Ability to recommend environment specs for light, medium, and power users

Stakeholder Communication: Ability to simplify technical concepts for business leaders

Agile or Iterative Delivery: Experience working in iterative, feedback-driven environments

Key Deliverables

Optimized and stable Excel workbooks

Environment sizing and configuration recommendations

User-friendly documentation and self-service resources

Training sessions and coaching for Excel users

Feedback-driven solution enhancements

Success Metrics

Reduced Excel-related performance issues such as freezes, crashes, and timeouts

Increased user satisfaction and adoption of best practices

Improved productivity and self-sufficiency among Excel users

Tangible business impact through modernized Excel solutions

Ideal Candidate Profile

Hands on Excel development experience in business environments

Strong communicator with a customer-first mindset

Proven ability to work across IT and business teams

Experience in insurance or financial services is a plus