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| Financial Modeling |
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| Request more information: doug@abundant-solutions.com |
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| We have developed financial models for a wide variety of tasks across many industries. Screen shots of some these applications are available on the Gallery page. Examples: Osteoporosis Cost Forecast Tool (Procter & Gamble) - Modified and expanded an existing Excel-based model. Significantly enhanced the user interface, incorporated automation features and dramatically improved the model speed (40-50 minutes down to 2 minutes) while reducing the amount of macro code by 75%. Glucocorticoid Cost Analysis Tool (Procter & Gamble) - Created an Excel-based tool to analyze drug therapy mitigation costs. Medicare Pricing Tool (Procter & Gamble) - Created an Excel-based tool with a point and click interface to quickly look up local and national Medicare price calculations. Other features included key word search and batch processing. Account Reconciliation Tools (NCCU) - Created Excel-based tools to quickly reconcile checking account and student refund checks and to flag items for investigation. Sales Forecasting Model (Bonsal-American) - Developed a sales tracking and forecasting tool to import the most recent sales data and allow point and click report generation along with multiple forecasting options. |
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| Budget Tools |
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| Budget tracking is a necessary evil in business, but the process can be significantly improved with a custom designed tool that provides maximum information and minimizes the need for user action to produce results. Examples: Cost Center Budget Tracking Tool (Blue Cross Blue Shield SC) - Developed an Excel-based tool to allow managers to track, analyze and forecast their budgets by division, cost center, line of business and activity code. Managers could quickly roll up their budget components for an overview. Senior management could get a roll up summary of the entire department in two minutes. Personnel Budget Tracking Tool (Blue Cross Blue Shield NC) - Developed an Excel-based budget tool that allowed tracking and forecasting at the employee level. Future staffing needs could be quickly entered and manipulated. Calculations for costs, headcount, FTEs, turnover and variances were automatically calculated. The tool also handled non-personnel costs and roll ups could be performed in a matter of seconds. |
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| Miscellaneous Applications |
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| Miscellaneous finance and accounting tasks we have performed: Payroll Entry and Processing (Bonsal-American) - Developed an Excel-based application with a point and click interface to quickly enter payroll data for multiple plant sites. Adjustments to pay rates were handled automatically. The application also generated a transaction file for uploading into the payroll processing system. Income Tax Software - Developed, marketed, sold and supported spreadsheet-based personal income tax software for nine years. Financial Audit (Sunland Realty) - Audited the property management accounts and found and fixed the data entry error which proved no fraud had occurred. Also re-balanced the company checking account, fixing numerous errors. Later prepared the company's annual financial report. Financial Audit (NCCU) - Successfully audited the university's month end close data to find a $70,000 discrepancy with the new month's opening balance after a dozen accountants and financial systems analysts had failed to determine the source of the problem. |
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