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 ResponsibilitiesExcel 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 modelingVBA Programming: Strong experience writing, debugging, and optimizing VBAPower Query and Power Pivot: Data transformation and modeling using Power QueryPerformance Optimization: Troubleshooting slow workbooks, reducing file size, and improving responsivenessSolution Architecture Awareness: Understanding of Citrix, Azure Virtual Desktop, and cloud-hosted Excel environmentsBusiness Analysis: Ability to translate business needs into Excel-based solutionsUser Enablement: Coaching, training, and documentation for Excel usersExcel 2016 and Microsoft 365 Expertise: Familiarity with modern Excel features and compatibility issuesSecondary Skills (Good-to-Have)Insurance or Finance Domain Knowledge: Familiarity with workflows and data in insurance or financial servicesLegacy Excel Modernization: Experience refactoring old Excel models and VBA codeCloud Environment Awareness: Understanding of how Excel behaves in Citrix, Azure, and cloud laptopsUser Segmentation and Sizing: Ability to recommend environment specs for light, medium, and power usersStakeholder Communication: Ability to simplify technical concepts for business leadersAgile or Iterative Delivery: Experience working in iterative, feedback-driven environmentsKey DeliverablesOptimized and stable Excel workbooksEnvironment sizing and configuration recommendationsUser-friendly documentation and self-service resourcesTraining sessions and coaching for Excel usersFeedback-driven solution enhancementsSuccess MetricsReduced Excel-related performance issues such as freezes, crashes, and timeoutsIncreased user satisfaction and adoption of best practicesImproved productivity and self-sufficiency among Excel usersTangible business impact through modernized Excel solutionsIdeal Candidate ProfileHands on Excel development experience in business environmentsStrong communicator with a customer-first mindsetProven ability to work across IT and business teamsExperience in insurance or financial services is a plus
