Professional Experience

Excel Automations offers an established track record of leadership and innovation in Excel-based statistical data analytical techniques, including integrative VBA workbook automation tools; long-range forecasting and related metrics; and revenue and profitability enhancement solutions. The representative case studies below are rooted in more than 20 years of professional experience encompassing a broad spectrum of corporate and governmental entities.

Research Affiliates LLC

Location: Irvine, CA
Classification: Investment Management

Experience

Platinum Storage Group

Location: Irvine, CA
Classification: Storage/Real Estate Mgmt.

Experience

Research Affiliates LLC

Location: Lake Mary, FL
Classification: Insurance Brokerage Firm

Experience

Nationally-Renowned Medical Center

Location: Southeastern United States
Classification: Healthcare Facility

* Name of entity not disclosed due to business confidentiality agreement

Experience

Comprehensive financial and project-related forecasting model, including:

State Housing and Community Development Authority

Location: Midwestern U.S.
Classification: Governmental Authority

* Name of entity not disclosed due to business confidentiality agreement

Experience

Integrative Excel models and macros, including:

Loyal Source Government Services

Location: Orlando, FL
Classification: Employee Staffing Agency

Experience

J.P. Morgan Securities Inc.

Location: New York, NY
Classification: Investment Bank

Experience