Welcome,
My name is Mark, an Expert in Financial & Operational Data Driven Decision-Making.
I provide High Quality Deliverables and Stellar Service to discerning clients.
- I use data to help you create profitable growth!
- I will help you do more in less time by automating processes.
- I upgrade old finance systems to robust, scalable solutions.
- Translate financial concepts into user-friendly tools.
- Create automated tools and dashboards to enhance financial analysis and reporting capabilities.
Data is Everywhere - Let's Use It !!!
SERVICES:
- Workflow Automation (Make.com/Integromat incl ChatGPT)
- Data Modeling, Integration & Transformation (ETL, ELT, APIs)
- Process Automation (Make.com/ChatGPT/Zapier)
- Machine-Learning: Data Science & Predictive Analytics (Python)
- Financial Data Analytics (Excel, Google Sheets)
- CRM Metrics Analysis
- Business Intelligence (Power BI, Tableau, Looker, Python, R Studio)
- Early-Stage Pitch Financials
- Financial Planning & Analysis
- Finance Systems (Databases, ERP APIs, BI, Fabric, Azure, Google Cloud)
100% JOB SUCCESS and TOP RATED+
TECH CAPABILITIES:
Business-Intelligence: PowerBI, Tableau. Analytics: Expert Excel, Google Sheets, Python, R. Process-Automation: Power Automate, UI Path, Zapier, Make, SheetGo, MS Power Apps, MS Power Query. DataBase: MS SQL-Server 2019, Google DataStudio. Data-Science/Analytics: Python, R, WEKA. Diagramming: LucidChart, Collaboration: Asana, MS Team, Google.
SKILLS:
Data-Analytics, Data-Science, Statistical Analysis, Forecasting/Profit-Enhancement/Growth-Consulting/Investor-Decks, Valuation Experience, Financial-Data Migration, SaaS Models, Visualization, KPI Dashboards...and much more.
MY BACKGROUND:
* 15+ years of Success in Business-Valuation & Finance Consulting to private and public companies.
* Automation Expert: Make, Zapier, UI Path, Power Automate (ChatGPT integrations)
* Expert Financial Planning & Analysis Consulting to Businesses of all sizes.
* Success in Data-Science, Data-Analytics & Process-Automation (RPA)
* Success in dozens of Industries.
* All Things Data. Analytics & Data-Science: Post-Graduate Data-Science Cert UC San Diego
* High-Touch (C-Suite) Relationships.
* Wide Range of Technical Expertise.
* Reputation for Providing "Quality Deliverables" that work the first time.
MY EXPERTISE:
Data Migrations & Transitions - MS Excel to Access/PowerBI etc
Robotic Process Automation: UI Path, Make, Zapier, MS Power Automate
Database setup - MS SQL Server 2019
MS Power Automate (automating MS Office Tasks)
MS Power BI & Tableau Dashboards
Data Analysis (Python, R, Excel)
Data Science (Python, R, KNIME)
Financial Planning & Analysis (FP&A)
Financial Modeling (Aesthetic, Functional, Usable)
Finance Budgeting & Forecasting
Pricing Analysis
Profit Enhancement
Technical Finance Writing
Business Planning
Growth Consulting
KPI Dashboards
Investor/Management Presentations
Business Valuation
Financial Benchmarking
Venture-Capital Modeling
Commercial Real-Estate Models
SaaS Consulting
Survey Analysis: Excel, R & Python
TECH SKILLS:
Advanced Excel
MS Power Apps Power Automate
MS SQL Server 2019
Google Data Studio
R
Python
SQL
Power BI
Tableau
Google Data Studio
Lucid Chart
Power Pivot
Business Valuation,
Financial Analysis & Modeling,
Forecasting,
KPI Dashboards (Tableau, PowerBI, Excel, etc)
Budgeting,
Planning,
Advanced Excel Financial Modeling (DCF, rNPV, Binomial, Monte Carlo,...),
Business Plans,
Pitch-Decks,
PPMs,
Venture Capital Consulting,
Private-Equity investments valuations,
Start-Up, Early-Stage and Pre-IPO Valuations/Consulting,
SaaS Modeling/Consulting.
FINANCE CONSULTING EXPERTISE:
-Business Valuation
-Business Planning
-Investor Deck
-VC Modeling
-Start-Up Modeling & Consulting
-M&A Analysis & Due Diligence
-Financial Modeling
-SaaS Business Consulting
-Klipfolio Dashboards
-Capital Budgeting, Analysis & Planning
-Complex Securities Analysis
-Research
-Industry/Competitive-Landscape
-Writing -Technical Finance, Finance Blogs
-Business Consulting.