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I am a South Bay based Corporate Financial Consultant who Kicks the work out of FP&A. This includes all phases such as Budgeting, Forecasting, Account analysis, and Cost Accounting.

Using my over 30 years experience in Finance and Accounting combined with my 25 years experience with spreadsheets I help companies improve their existing Excel spreadsheets.

Using my knowledge in Finance and Excel I design and implement new solutions faster and with greater clarity that saves companies time and money.

In these times of economic disruption it is more important than ever for your employees to be not only functional but literate in Excel.

I provide custom on site Excel classes for companies that wish to expand and update their employees skills.

For FP&A, Cost accounting, Excel for individuals or complete solutions - contact me for a free consultation.

• Graduated with BS in Finance from Cal State Hayward in 1973.

• Built my first computer from a kit in 1974, and have been working with computers and Finance ever since.

• In the late 70's wrote a comprehensive program for the analysis of income producing Real Estate properties.

• Taught Lotus 123, Supercalc and Multiplan in the early eighties and have been a heavy user of spreadsheets since then. I am curruently a Master at Excel and lead onsite classes and drop-ins.

• Using my computer and Finance background I ran a company called After Sale Computer Consulting. This company helped the many companies buying new micro computer accounting software learn how to effectively use the software they had purchased.

• Received an MBA in Finance from Golden Gate University in 1991.

• Taught Microsoft Office at Heald College in the mid 90's.

• Provided cost accounting for various companies including Cisco, Rapid5 Networks, Plasmon Data Systems, VSMS, Scientific Hardware, and most recently at Codexis.

• Taught Cost and Management Accounting at Golden Gate University in the late 1990's.

• Served as a Controller, Directory of Finance, Director Financial Planning and Reporting for various companies in the Silicon Valley. I serving as the senior financial person at most of these companies.

• My experience as an employee and as a consultant spans from the Startup to major companies such as Cisco Systems and Tencore.

• Strong communications skills doing presentations to large and small audiences with user friendly documentation.

  Supervised and installed Supply Chain from purchasing shipping including Cost and Manufacturing Accounting.

• A graduate of the Dale Carnegie "Effective Communications & Human Relations" course and a periodic Dale Carnegie Coach.