Portfolio / Expertise / Advanced Excel
Advanced Excel
Excel is the backbone of my analysis — models, schedules, and control documents that shaped real capital and cost decisions. Structure, live formulas, and tie-outs make every file survive review.
The Workflow — How I Approach It
1
Build with separated inputs, calculations, outputs
Structure the file so anyone can read it — and audit it.
2
Use formulas for control
Live formulas instead of hard-coded numbers — no silent errors.
3
Tie out to source data
Check the analysis against its source — every figure is provable.
4
Automate recurring builds
Turn monthly models and schedules into repeatable templates.
My Operating View — The 2 Cents
Spreadsheet errors are structural, not formulaic. My 2 cents: make every model auditable by someone other than its author. Clean structure and live formulas are what let a capital decision trust the number.
What Worked & What Didn’t
What Worked
- Financial models that shaped real decisions — trusted by the board.
- Tie-outs that caught errors before the deck shipped.
What Didn’t
- Hard-coded numbers and copy-paste — silent, compounding errors.
- One-off files rebuilt from scratch — wasted time, more risk.