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Member since August, 2008
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My expertise includes developing tools, systems and applications (using MS Access, VBA, SQL, MS Excel, macros and modules), building customized financial models (using MS Excel/VBA), creating financial models and stress test scenarios to measure investment and portfolio risk, creating custom reports using native Excel functions and customized macros, using VBA to connect to other MS Office Applications, databases, and data feeds etc. IN FINANCIAL MODELING AND DATABASE
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Senior Consultant

Jan 2009 - Jan 2012 (3 years)

AmerisourceBergen Corporation (Fortune 29 drug delivery company) sought a compensation management system to administer, manage and calculate over $10 million of Annual and Quarterly Incentive Plan payouts to nearly 500 eligible employees. The Incentive Plan included over 600 different performance metrics based on corporate, regional, team and individual performance. In response, I developed a Compensation Management System that managed employee records and related compensation plan data for eligible employe

Senior Consultant

Sep 2008 - Jan 2012 (3 years)

TopKnobs, a distributor of specialty knobs and furnishings for kitchens, baths and living rooms, needed to create a series of customized reports in MS Access that detailed sales for different types of types of knobs and different sales reps in various regions of the USA. In response, i developed a reporting syste in MS Access that created about 40 customized reports showing sales monthly, quarterly and annual sales performance by region, state, product line, product type, and by sales rep.

Senior Consultant

Jun 2008 - Jun 2008 (1 month)

Developed dashboard in MS Excel that enabled Lockheed Martin to quickly evaluate various investment opportunities. Dashboard highlighted projected Investment Returns for various product development scenarios based on capex and opex costs, growth rates and market penetration rate variables supplied by government contractor. Government contractor rated my dashboard in top 5% of all projects they had seen.

Senior Consultant

Jun 2008 - Sep 2008 (3 months)

PSellingSolutions (a contract sales management company) needed an accounting management system to track employees and payroll. In response, I developed an employee management system (MS Access Front-End, SQL Server Backend) that enabled management to manage key employee data, run payroll reports and maintain records of all changes to employee data. Created stored procedures, triggers, audit tables and constraints to record all additions and changes to database. Result: Company could easily manage key employ

Senior Consultant

Aug 2007 - Apr 2008 (8 months)

Johnson & Johnson (global pharmaceutical company) needed to trace country of manufacture for items purchased from Suppliers to mitigate risk of purchasing contaminated raw materials. In response, I developed an application (MS Access Front-End, SQL Server Backend) that uploaded raw material items data received from Suppliers on MS Excel spreadsheets into MS Access. The inputs received from Suppliers were harmonized and validated through numerous tools and reports created. Result: Users could determine t

Senior Consultant

Jun 2007 - Jul 2007 (1 month)

Developed MS Excel financial model for Mark Cantor and Associates, an acclaimed New York City restructuring firm that needed to assess viability of corporation having ten different entities of varying development and profitability. Model included worksheets for each entity with monthly historical and projected profit and loss statements, balance sheets, and cash flow statements. Financial model featured numerous user-defined functions created with VBA and rigorous and extensive data validation.


Bachelor Of Arts

1965 - 1969 (4 years)


1969 - 1972 (3 years)


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