Sales Manager

I am a consultant offering services for contract engagements. I do not work with recruiters. I will travel, but I’m not

available for relocation or permanent positions. See my cover letter for more specific information.

1 ROBERT L. TERRY

www.ExcelAccessConsultant.com

based in Utah but serve nationwide through remote access and some travel

801-***-**** 801-***-**** ***.*********@*****.***

EXPERIENCE

Principal Consultant, ExcelAccessConsultant.com, LLC, 2010 – present

• Over 200 successfully delivered projects ranging from one to 300 hours, companies ranging from home business

to Fortune 500. Technologies: primarily Excel and Access VBA and some SQL Server

• Sample Excel projects

Dashboards: highly polished magazine quality dashboards, menu’s with navigation tools, all types of charts,

linked to various back end databases

Report automation: entry form with buttons to save and edit existing data, buttons to clean up data and run

reports, importing csv files and formatting

Web downloading: pulling data from the web and formatting in Excel, submitting files to websites, passing

variables such as login/password to websites, navigating through menu’s and downloading data

Integration with Word/PPT/Access

• Sample Access projects

Creating db’s from scratch to manage contacts, billing, job bids, restaurant inventory, HR management, etc.

Troubleshooting and fixing broken db’s: former programmer can’t be found and some VBA code broke

down, version upgrade caused problems, fields were modified and caused errors, etc

Adding functionality to existing db’s: triggers to warn when inventory levels fall below threshold,

automating Access Outlook integration for creating calendar events, importing and exporting contacts, or

sending out emails, fixing and adding reports

Integration through back end db’s like SQL Server, Oracle, and Quickbooks using ODBC. Integrations

with Excel: Access menu to select criteria for reports, then export the data to Excel and format with Excel

charts and formulas.

Career Step, LLC (Online Education) $20M Private Equity Portfolio Company, 2009 – 2010

Director, Financial Planning and Analysis

• Systems analysis and implementation: Salesforce and Netsuite replacing legacy Filemaker transaction system and

Quickbooks accounting package

• Designed SBU revenue and cost allocations and publish monthly SBU forecasts and income statements

• Created MySQL database for transfer of data from Filemaker, Quickbooks, Salesforce and trained other analysts

for use with ad hoc reporting

• Routinely crunch, slice, and dice large datasets using various database and analytical tools

Flowserve Corporation, Flow Control Division (Industrial Manufacturing) – $1.5B division, 1999 – 2009

Demand Manager, Control Sector

• Created and responsible for project profitability model which costs out $100M per year in project quoting

• Created and administered a 500 gb Oracle Data Warehouse

• Responsible for demand forecasts, capacity planning, plant loading

• Responsible for all operations and marketing analysis for the business unit including much of what is

traditionally categorized as financial analysis, strategic planning, or business analysis

ROBERT L. TERRY pg. 2

• Supported a McKinsey Consulting pricing study to identify pricing opportunities that resulted in a 2.5 % increase

in product pricing and $2.4M in operating income

• Used detail from Data Warehouse and tie into income statements to report on sales and profitability by different

views: customer, sales representative, region, etc

Marketing Manager, Business Intelligence

• Coordinated reporting for 26 manufacturing sites requiring organizational, interpersonal, and leadership skills

• Led an effort (budget of $1M and over 50 team members) to create a bookings and sales data warehouse,

collecting data from over 20 systems in 16 countries and wide range heritage brands and companies

• Drove an effective long term Strategic Planning process

• Six Sigma green belt certified with project of $50,000 in realized annual operating income

• Analyzed competitor and customer income statements and financial reports to identify opportunities and threats

• Analyzed industry data to determine total market size, market share, and develop sales forecasts

Senior Marketing Analyst

• Conducted quarterly VOC study and created model to convert qualitative data into actionable quantitative report

• Analyzed global economic data to identify industry (chemical, oil and gas, power) growth trends

• Created an intra net OLAP tool for managers to perform simple ad hoc analysis on bookings detail data

Pacificare of Utah (HMO) $200M business unit, 1996 – 1999

Senior Financial Analyst, Accounting Department

• Managed complicated Excel spreadsheet budget/forecast creation, update, and variance analysis

• Created underwriting pricing model and provided direct support on underwriting of the largest customers

• Created and managed a model to ensure proper reserving for future health care claims (IBNR)

• Oversaw analytical and reporting aspects of the monthly close process

• Analyzed product cost variations from budget to identify abnormal financial trends

• Prepared monthly fund statements for capitated physician groups totaling over $7 million per month

• Created and managed Access database to work interactively with Excel budget/forecast file

• Analyzed historical product P & L’s and made recommendations for strategy to senior management

Business Analyst, Contracting Department

1

Provided number crunching/analytical support and helped negotiate contracts totaling $200M per year

•

Analyzed the financial impact of losing a $35M hospital capitation contract

•

Worked closely with a consulting actuary on several projects, honing my analytical skills, and developing the

•

same techniques and practical knowledge as a health care actuary

• Became expert in all forms of medical reimbursement and coding CPT, DRG, ICD 9, etc

• Provided analytical support to convert fee for service contracts to capitation arrangements

EDUCATION

Utah State University

MBA Accounting Emphasis, April 2000

GMAT: 730 (99.5 percentile)

Brigham Young University

BA Economics, April 1995

Minor: Japanese

ROBERT L. TERRY pg. 2

Overall GPA: 3.6

Excelled in courses covering finance, calculus, linear algebra, statistics, econometrics, and classical music.

SKILLS

• Databases/Analytical tools: MS Excel, MS Access, MySQL, MS SQL, Oracle, Salesforce, OLAP tools, ETL

tools

• Programming Languages: Visual Basic (for writing macros in Excel and Access), SQL, PL SQL

• Financial/Business Analysis: advanced Excel modeling, contract modeling, cash flow and balance sheet

forecasting, rate of return analysis, capital budgeting, Six Sigma analytical techniques, cost allocating, pro forma

income statement analysis, operational efficiency, product CGS analysis, insurance reserve (IBNR) models, bad

debt modeling

• Statistical/Mathematical Analysis: multiple regression, forecasting, risk modeling, physician profiling and other

health care actuarial analysis, linear programming, BCS style computer statistical model to rank college football

teams

PERSONAL

Married to Julie Terry and father of Marie, Max, Emma, Paul, and Luke. Enjoy golf, chess, and coaching youth

sports.

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