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Financial Analysis, Data Analysis

San Jose, California, United States
August 28, 2017

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Theo Callahan


Accomplished IT and Business President with over 15 years’ experience providing financial analysis, data modeling, and decision support services to C-level clients. Highly successful at conducting risk assessment, revenue forecasting, analyzing business needs and incorporating technology to streamline processes for better efficiency and productivity. Displays solid leadership and managerial skills when empowering employees to achieve a high level of performance. Excellent interpersonal and communication skills affords the ability to interact well with clients of all levels both technical and non-technical.

Client Support & Training

Financial Analysis

Revenue Forecasting

Data Security

Leadership & Management Skills

Employee Training & Development

ROI Calculation & Evaluation

PowerPoint Presentations

Risk Assessment & Management

Business Analysis & Development

Market Analysis & Forecasting

Data Queries & Analysis

Technical Knowledge: Microsoft Word, Excel, Access & PowerPoint, Excel Power Query, VBA programming, C#,

T-SQL, HTML, JavaScript


I GET IT! DEVELOPMENT 1999 - Present


Provide consulting services to the finance, medical device, and high tech communities. Clients include: Sequoia Capital, US Venture Partners, Trident Capital, Boston Scientific, Abbott Labs, Stryker Neurovascular, KeyPoint Credit Union, and Aggregate Knowledge.

Conducted risk assessment and designed a financial model in SQL Server and MS Excel to break down risk and return by origination period, direct and indirect business, new vs. used and credit score band. The new model was successful at minimizing bad debt for a credit union automobile loan portfolio.

Designed a comprehensive view of at-risk properties and forecasting loan write downs in SQL Server and MS Excel for the Vice President of Lending.

Created a tool for a publicly held software company to forecast quarterly revenue, predict if sales targets could be achieved, and ensure accurate revenue recognition at quarter close by combining MS Access and Excel.

Tracked competitive landscape by publishing monthly competitive bulletins to assist sales with closing business and product management essential in determining new features to initiate.

Collaborated with CFOs and controllers to create ad hoc analysis with MS Excel VBA, direct database connections to MS SQL Server to simplify their work. Trained personnel on the new systems.

Facilitated CFO and controller in implementing new reporting standards to accommodate constantly changing requirements from auditors, examiners, and regulators.

Created customer-specific PowerPoint presentations that interactively allowed the client to determine device/procedure ROI based on real time input using SQL Server, C#, PowerPoint VBA and Excel VBA.

Designed a user interface in Excel spreadsheet model that enables stakeholders to engage and fully utilize cost and reimbursement data for their new medical device.

Published multiple articles in AICPA’s Journal of Accountancy.

Taught Excel VBA, Access VBA and Microsoft Office courses to corporate personnel.

Utilized Excel Power Query, PowerPivot and Power BI to automate data wrangling and allow self-serve business intelligence.

Created web site in C# for Venture Capital partners to enter employee performance reviews either by downloading and uploading Excel files (for offline use) or by using web application when online.

SIEMENS BCS 1997-1999

Program Manager, Marketing Intelligence

Collected and analyzed quantitative and qualitative market intelligence within the voice and VOIP space.

CENTIGRAM 1995-1997

Manager, Market Intelligence And Promotions

Collected, analyzed, and presented competitive intelligence to senior staff, product development and sales force.


MBA, International Business Studies, USC IBEAR.

Bachelor of Science, Geophysics, Texas A&M

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