Jeffrey So

I’m a Freelance Operations & Data Support Specialist and Reporting Analyst (Ops & Logistics VA) with 10+ years of experience in data entry, logistics reporting, inventory management, and operational audits. I help SMEs, solopreneurs, and startups by turning raw and messy data into clear, decision-ready reports using Excel, Google Sheets, and QuickBooks.

Recent Project Work

• PARESTÓ Mobile Food Concept – Built a 6-month operations report covering profit/loss, margins, and feasibility for scaling. Designed automated cost-tracking sheets with SUMIFS, VLOOKUP, and protected dashboards.
• ABEST Print n Cut – Supported rebranding into MS CUSTOMS. Prepared ₱80k+ signage quotations and collaterals, combining design work with sales and reporting support.
• AWJH Marketing – Developed an automated sales + expenses + P&L system in Excel, with charts (Revenue vs Expenses, Expense Breakdown) and locked backend formulas.
• Newton Food Products – Managed distributor sales reporting in QuickBooks Enterprise. Handled reconciliation, margin analysis, and costing reports to guide pricing decisions.

Core Skills & Tools

• Excel / Google Sheets (Pivot Tables, Lookups, SUMIFS, automated P&L models)
• QuickBooks Enterprise (reconciliation, reporting, margin tracking)
• Workflow tools: Trello, Slack, Asana, ClickUp (task coordination, reporting updates)
• Zapier (basic automations linking Sheets, Gmail, Slack)
• Canva & Wix/WordPress (visual reports, simple portfolio sites)
• Shopify (product listing & inventory basics, currently expanding)

What Clients Can Expect

• Clarity: Reports that are accurate, easy to read, and presentation-ready
• Consistency: Formula-driven systems that remain stable over time
• Reliability: Detail-oriented work, delivered on time, with clear documentation

My focus is not just on processing data but on giving clients peace of mind — knowing their numbers are accurate, organized, and ready for decisions.