
San Francisco Bay Area

San Francisco Bay Area
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 assist 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 save 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 who wish to expand and update their employees skills.
For FP&A, Cost accounting. Excel For individual or complete solutions contact me for a free consultation.
Short Bio.
* Provided cost accounting at 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 in various companies in the Silicon Valley. In most of these companies serving as the senior financial person
* Strong communications skills doing presentations to large and small audiences and user friendly documentation
Supervised and installed the complete Supply Chain from purchasing through completed products shipping including Cost and Manufacturing Accounting
* A graduate of the Dale Carnegie "Effective Communications & Human Relations" course and a periodic Dale Carnegie Coach.
WWW.LWMWEB.COM for more detail.
Financial Planning and Analysis, Budgeting, Forecasting, Variance Analysis, Cost Accounting, Master at Excel. Experience in High Tech, Biotech and others.
Financial Executives International, Institute of Management Accountants