About Me: Finance & Trading Automation

I specialize in process automation, custom reporting, and analytical tools that help businesses work smarter — not harder. With 15 years
of experience in corporate analytics across supply chain, marketing, and sales, I understand how to translate complex business needs into efficient, easy-to-use solutions. Whether it’s building a lead email tool, streamlining a reporting process, or modeling ROI in Excel, I enjoy turning ideas into real-world results.

Streamlined Reports & Processes

Automation and reporting solutions that eliminate manual work and improve visibility.

  • Global Sales Scorecards & Target Setting
    Developed global reporting and target-setting processes for 25+ countries and 600+ client managers.
  • Lead Follow-Up Automation (Excel + Outlook)
    Built Excel tools to send personalized emails at scale — improving sales efficiency and follow-through.
  • Google Apps Script Automation
    • Create Google Calendar events from spreadsheets
    • Auto-generate and email PDFs from Google Sheets
    • Automate quote/invoice workflows using Google Forms + Sheets
  • VBA for Excel Reporting
    • Auto-save reports with standardized naming conventions
    • Loop through pivot tables for batch report creation
    • Create unique stock files for 500+ tickers in one click
  • Python & Task Scheduler
    Set up background processes to run Python scripts automatically for recurring workflows.
 

Modeling & Analysis

Excel-based tools and custom models that help you make data-driven decisions.

  • Demand Planning & Inventory Tools
    Designed Excel models for forecast tracking, inventory visibility, and scenario planning.
  • Real Estate Investment Model
    Built a tool to evaluate rental properties using cap rate, ROI, and cash flow projections.
  • Beverage ROI “What-If” Tool
    Modeled profitability and breakeven points for a new beverage product line.
  • Wealth & Retirement Calculators
    Created Excel calculators for long-term financial and retirement planning scenarios.
  • Marketing Planning System Expertise
    Acted as SME on a marketing planning platform used for forecasting, campaign planning, and promotions.
  • Benchmarking Study: CSV vs SQLite vs Parquet
    Tested performance of different file formats to optimize large-scale stock data analysis.

🔗 GitHub: https://github.com/rossautomatedsolutions
🎥 YouTube: http://www.youtube.com/@jeremyross7641
📖 Blog: https://rossautomatedsolutions.com/articles/stock-market-finance/https://rossautomatedsolutions.com/articles/general-business-automation/

 
Github

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