• Helped small business clients to raise $26.5M in capital by designing multi-scenario financial models and capitalization models. • Saved a client nearly 2 weeks of monthly data entry work by redesigning Excel-based pricing tool.• Dramatically reduced completion time for clients’ repetitive Excel tasks by an average of 60%• Accelerated the collections process for a client by designing an Excel tool to gain insights into receivables.• Worked with client’s attorney to create financial model for evaluation of a business expansion.• Reduced costs of annual audit by designing an Excel-based option vesting and valuation tool.• Created leadership for firm with LinkedIn group and social media training for colleagues• Instructed hundreds of business owners and staff on advanced QuickBooks and Excel techniques• Redesigned QuickBooks accounting system to reveal $20K of small business fraud• Worked with CFO to smoothly transi