Education & Certifications
Bachelor of Science, Commerce DePaul University
Certified Public Accountant Licensed in Illinois
American Institute of Certified Public Accountants
Illinois CPA Society
150 South Wacker Dr., Suite 2300
Chicago, Illinois 60606
Phone 312-237-4830 Print Email
Jeffrey’s professional experience includes data management and financial analysis.
Representative examples of Jeff’s engagement experience include the following:
- Managed an Access database that was used for a Fortune 500 manufacturer strategic plan. The database combined the business plans of several different business units into a single comprehensive segment plan that forecasted the next five fiscal years.
- Created a depreciation calculation tool in Excel for a Fortune 500 manufacturer to manage working capital expenditures. Prepared a Materials Reporting Package which tracked monthly program purchases.
- Extracted over 1,000 reports from SAP & Hyperion for a transfer pricing dispute of a Fortune 500 medical device maker which spanned seven years. Reconciled the various reports that were used in a SQL database tool. Assisted in the design and development of the SQL database tool to manage and analyze these large data sets.