Hi, I am financial specialist and guru in Excel and VBA. I create creative and sophisticated financial models in a simplified and logical manner including clear assumptions, drivers, financial statements, valuations, proper sensitivity analysis, scenarios and dashboards that are easy to understand by the client and their investors.
Over 35 years, I have created dozens of financial modules, business plans, and modules for accounting, budgeting, financial reports, financial plans, and inventories reports for a variety of firms including, startups, retailers, power plants, farms, universities, equipment manufacturers, among others.
Areas of expertise:
• Business valuation methodology & ratios (NPV, IRR, DCF, ROA, ROE, MCDA, CPI, SPI, EVM, KPI, Monte Carlo technique, WACC, S-Curve, DSCRratio, NPS, Multifactor Productivity), KPI (Key Performance Indicators )
• Budget Development & Management.
• Accounting, consolidating, forecasting, budgeting, and costing.
• Implementation of information systems in organizations and businesses (accounting, payroll, treasury, budgeting and control, Intuit QuickBooks, SAP, ERP, Venture Capital system, CRM, etc.).
• Developing of consolidated financial statements, financial plans (fitted to due diligence), feasibility studies, and measurement reporting tools for global companies.
• I served as CFO, Controller, and Chief Accountant at global parent companies.