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Investments Portfolio Accounting (Microsoft SQL Server, Microsoft Access, Quickbooks, Yardi Enterprise)

Budgeting Tool (Microsoft Excel, Visual Basic for Applications)

Excel Default Formulas (Microsoft Excel, Visual Basic for Applications)

Excel Tables in VBA (Microsoft Excel, Visual Basic for Applications)

OutUvIt – Merge Quickbooks and Quickbooks Online transaction exports into a useful table. (Quickbooks, Microsoft Excel)

Medical Billing Data Analysis (Sage PCN Health, Unify SQL, Bourne Shell, PHP, Microsoft Access, Microsoft Excel)

Financial Information Package (Microsoft Excel, Visual Basic for Applications, Microsoft SQL Server, Yardi Enterprise)

Operations Department Work Flow


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