Consulting - About Me

Robert Terry
Principal, ExcelAccessConsultant.com, LLC
Email
Located in Salt Lake City-Provo area in Utah
BA, Economics
MBA, Accounting emphasis
15+ years corporate experience in Financial Analysis, Strategic Planning, and Business Intelligence in companies ranging from Fortune 500 to small private equity
I can serve any company, but my niche is for small to medium sized companies or departments that need someone to manage cradle to grave fast, efficient analytics solutions.
I have education, experience, and skills in several areas that provide me the ability to take on broad business data analysis projects from start to finish.


Database programmer

Many years experience with Excel and Access programming, VBA (for programming in Excel and Access) MySQL, Oracle, ODBC, PHP, SQL programming, ETL, Data Warehousing, Business Intelligence, OLAP, database design and management, table joining, SQL tuning, reporting tools, Crystal Reports, SAS, system integration






Financial whiz -- senior accountant

MBA with Accounting emphasis, many years of experience with monthly close and audits, preparing financial statements, reconciling accounts, cost accounting, budgeting and forecasting, variance analysis, allocations, financial modeling, ROI analysis, capital projects analysis, investment analysis, stock option pricing, valuation, profitability analysis, bad debt and default modeling





Senior level Marketing and Strategic Business Manager

Experience as member of senior strategic team in areas of Operations, Sales, and Marketing for multiple corporations. Experience with building long term strategic plans, analyzing and understanding growth and profit drivers , competitor analysis, customer surveys and Voice of Customer, Value Chain analysis, SWOT analysis, M&A due diligence and integration, debottlenecking and on time delivery, Six Sigma green belt certified and extensive experience in Six Sigma and Lean projects in front end and back end processes, market size and penetration analysis, international topics, pricing studies, product portfolio analysis






Statistician/Economist

BA Economics. Solid understanding and real life application of statistical analysis, standard deviation, variance, data distribution , econometrics, multiple regression, linear programming, probability analysis, correlation studies, data sufficiency testing, A-B testing. Apply publicly available macroeconomic data to develop assumptions for growth and market size. For fun, I developed and maintain a computer college football statistical model, such as used for BCS rankings.