Our Skills & Services

FINANCE

VP-level expertise in corporate finance
Financial Statement Analysis
Budgeting & Reporting
Forecasting & Pro Forma financials
Pro Forma financials
FP&A
Valuation
Due Diligence
Financial & Business Modeling
Fundamental research & analysis
Debt & Equity financing models
Term sheets & Prospectuses
Capital budgeting
Offering Memoranda
Interim CFO duties

ANALYTICS

Quant-jock with background in statistics and algorithm design
Statistical & Quantitative Analysis
Data Mining
Sensitivity Analysis
Survey interpretation & analysis
Data Mining (warehouse / website)
Website behavior & usage tracking
Predictive Analytics

TEACHING (Finance & Excel)

University adjunct professor of managerial finance
College adjunct professor
Corporate training
Private seminars
Pro bono student workshops
Excel & Financial Modeling tutorials

SOFTWARE DEVELOPMENT

Bulletproof, modular, & dynamic software design with intuitive interfaces
End-to-End Inventory management
CRM systems
Contact, Customer, and Prospect trackers
Monthly & Quarterly financial reporting
Project management applications
Small business management tools
Decision-making systems

MANAGEMENT CONSULTING

10 years of experience at McKinsey & Co. and freelance
Strategic planning
Pricing & Breakeven
Make-or-Buy calculations
Long-form business plans
Investor decks & presentations
Customer segmentation analysis
Market entry research & strategy

PROGRAMMING & TOOLS

Unparalleled mastery of Excel and Microsoft Access
Excel, Access, & VBA programming
Database scripting & interfaces
SQL coding
Visio
Salesforce
Google Analytics

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