Excel Automation Specialist Contractor
Excel Automation Specialist Contractor
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Job Description
MATRIX is a national company providing camps logistics and aviation management services to a diverse range of clients in the resource and service sectors focusing on our people. This is an opportunity to utilize your expertise and experience in a challenging and dynamic work environment. MATRIX is a drug and alcoholfree company; with over 250 employees annually we offer excellent career advancements for all skillsets.
MATRIX is seeking an Excel Automation Specialist to work onsite at our offices in Osoyoos BC.
This 12 week contract role will involve doing a functional assessment of our shared Excel workbooks that are used to manage employee travel and scheduling and making enhancements to the workbooks to increase their functionality. This may include some task automation where possible. These workbooks are currently functional but cumbersome manual and prone to error.
We are seeking someone who can quickly understand the needs of multiple internal stakeholders and create intuitive efficient solutions that reduce daily admin burdens and improve data accuracy.
Position Overview
Key Responsibilities:
Assessment and Analysis:
- Conduct a functional assessment of the current Excelbased scheduling and travel workbooks
- Interview and/ or shadow key staff (Schedulers Travel Coordinators Payroll Operations AP/AR) to understand daily use cases challenges and data dependencies
- Identify pain points bottlenecks manual processes and errorprone elements
- Identify opportunities to automate workflow through conditional formatting flagging gaps / exceptions/ potential errors/ duplications and/ or other enhancements
- Identify opportunities to enhance functionality of current excel workbooks to drill down on individual employee itineraries / travel documents etc
- Identify opportunities to autoextract selected tabular information for various weekly client reporting needs
- Understand requirements for shared access and data visibility across departments to ensure enhancements do not inconvenience any enduser
Design and Automation:
- Enhance the usability accuracy and efficiency of existing Excel workbooks.
- Implement automation through formulas data validation lookups dynamic ranges conditional formatting macros or VBA as appropriate (noting the worksheets are dynamic and must be accessed by multiple users which may limit the options as to which automations will be practical.
- Streamline data entry and reduce duplication
- Ensure stability and easeofuse for less technical users
- Develop modular solutions that can adapt as the company grows
Implementation and Support:
- Work onsite with staff to test solutions in real time and iterate as needed
- Document updates made to tools with clear user instructions or tooltips
- Provide light coaching to users on how to maintain and adapt the tools moving forward
Collaboration and Communication:
- Engage across departments to ensure tools support their unique operational needs
- Balance technical recommendations with business practicality and user capacity
- Present proposed changes and enhancements clearly and professionally
Primary Duties and Responsibilities
As above. Additional deliverables may include handover documentation or training checklists.
Requirements
- Demonstrated advanced expertise in Microsoft Excel including advanced formulas pivot tables data validation conditional formatting. VBA/macros might be applicable.
- Experience streamlining and automating operational spreadsheets for crossdepartmental use
- Strong understanding of Excel file sharing cloud sync limitations and version control best practices
- Excellent communication and documentation skills
- Experience working with business operations scheduling payroll or travel data a strong asset
- Ability to work independently and professionally with minimal guidance
- Must be able to work onsite at our Osoyoos BC office for the duration of the contract
- Prior consulting experience preferred
Working Conditions
This is an onsite shortterm contract based in Osoyoos BC. The role will require fulltime hours (MondayFriday) for approximately 12 weeks. The working environment is busy and fastpaced with occasional interruptions as scheduling and travel teams interact with multiple departments.
We will provide:
- Accommodation in Osoyoos
- A per diem for meals
- A flatrate travel allowance for the right candidate based in Western BC (e.g. Okanagan West Kootenay Lower Mainland)
Benefits
How to Apply
Please submit a brief introduction letter your resume and ideally a portfolio of Excelbased automation work.
In your introduction letter outline your availability and your proposed hourly or projectbased fee. We are seeking someone who can start as soon as possible.
Please submit your resume and any portfolio documentation to or no later than April 15 2025.
Due to the volume of applicants only those shortlisted for interviews will be contacted.
MATRIX will coordinate accommodation per diem allowance and travel time compensation for the right consultant based in Western BC (e.g. Okanagan West Kootenays Lower Mainland).
Required Experience:
Contract
Employment Type
Contract
