My goal in working with you is to deliver an easy to use, easy to maintain, scalable solution in Excel. The things I build are helpful in solving a new problem, automating tedious work, or organizing data in a more efficient way. I am very good with the new Power BI tools in Excel -- Power Pivot, Power Query, & Power View -- and I am particularly good at building data models and DAX formulas. If you're not familiar with all of these new aspects of Excel I'm also happy to provide an overview of all the new functionality. I am both a CPA and a CFA -- so I'm no slouch!